2023-11-14T15:28:13-06:00 2022-12-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990PF 2022-01-01 346598971 Burton D Morgan Foundation Inc BURT 3306551660 22 Aurora St Hudson OH 44236 Daniel Hampu President/CEO 3306551660 2023-11-14 1 Daniel Hampu XXX-XX-XXXX 1 Rebekuh Eley P01247672 3126343400 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 173175106 X 0 X 3450016 3031546 100 100 100 3325620 24818962 2222555 598989 227096 7374725 5481297 1001970 170093 831877 511699 67084 444615 163018 21372 142285 2535 332 2203 49730 6520 45717 951128 452911 109829 100000 0 0 153907 20177 25109 3292 21544 24378 3196 21295 14050 1842 12208 910857 231115 855190 3908381 977934 2486763 7816762 7187930 11725143 977934 9674693 -4350418 4503363 73571 108775 108775 4670725 3122102 3122102 168384 1009745 168384 168384 37673 46912 46912 59550277 50973911 50973911 14099703 7421607 7421607 130981452 108441997 108441997 5013177 2349426 2640462 2663751 2663751 181814 227667 227667 213245422 173175106 173175106 46378 83697 1208318 1859950 178500 227667 1433196 2171314 X 209005716 168549817 2806510 2453975 211812226 171003792 213245422 173175106 211812226 -4350418 0 207461808 36458016 171003792 Publicly Traded Securities 24238172 21472393 2765779 2765779 Disposal of Fixed Assets P 781 -781 -781 Commonfund Nat Resources IX P 438966 399809 39157 39157 ACP NYCOM Holdings, LLC P 2691 -2691 -2691 Avista Capital Partners II LP P 67574 76836 -9262 -9262 H.I.G. Whitehorse Offshore Direct Lending Fund P 6071 6071 6071 H.I.G. Whitehorse Luxembourg Direct Lending Fund - 2020 P 32090 32090 32090 Harrison Street P 30710 30710 30710 Riverside Micro-Cap Fund IV-A, L.P. P 423123 -423123 -423123 Riverside Micro-Cap Fund IV-B, L.P. P 220774 -220774 -220774 NEO Capital Fund, L.P. P 5379 5379 5379 2222555 62597 0 62597 0 62597 111151 0 50000 0 161151 0 98554 98554 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 1 1 www.bdmorganfdn.org Denise M Griggs 3306551660 22 Aurora St Hudson OH 44236 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Deborah D Hoover 22 Aurora St Hudson OH 44236 President/Former CEO 45.00 428177 29078 0 Denise M Griggs 22 Aurora St Hudson OH 44236 Vice President/CFO 40.00 224823 39637 0 Daniel J Hampu 22 Aurora St Hudson OH 44236 President/CEO 40.00 162500 12755 0 Richard N Seaman 22 Aurora St Hudson OH 44236 Chairperson 2.00 15000 0 0 Patrick T Finley 22 Aurora St Hudson OH 44236 Treasurer 2.00 15000 0 0 Keith A Brown 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 J Michael Hochschwender 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Mark D Robeson 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Eddie Taylor Jr 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Jennifer L Peshina 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Angela K Evans 22 Aurora St Hudson OH 44236 Sr. Program Officer 40.00 120823 18065 0 Emily M Bean 22 Aurora St Hudson OH 44236 Program Officer 40.00 100421 19732 0 Gina M Dotson 22 Aurora St Hudson OH 44236 Grants & Communicati 40.00 90950 19219 0 Jeanne M Silcox 22 Aurora St Hudson OH 44236 Executive Assistant 40.00 74692 9400 0 Souraya Pierce 22 Aurora St Hudson OH 44236 Bookkeeper and Offic 40.00 64000 10181 0 0 Entrepreneurship Policy Advisors 475J Arsenal Court Watertown MA 02472 Consulting 400000 HIG Capital 1450 Brickell Ave 31st Floor Miami FL 44313 Alternative Invest Fund Management 313956 Wonderkiln LLC 526 S Main St Suite 9X Akron OH 44311 Platform Development 160413 University School 2785 SOM Center Road Hunting Valley OH 44022 Platform Management 155000 Clearstead 1100 Superior Ave East Suite 700 Cleveland OH 44114 Investment Consultant 113942 5 The Foundation supports and assists with staffing Scalerator NEO. The six-month educational program provides practical sales and marketing, organizational development and entrepreneurs on the 3 Cs of growth - Customers, Capacity, and Cash. The cohort learning experience is led by a faculty of entrepreneurship education experts including MBA's, Ph.D.'s, and other distinguished academians and practitioners. 442737 The Foundation has developed an online marketplace for all things in youth entrepreneurship education providing quality products to classroom teachers and outofschool instructors. Management of this digital marketplace is funded by the Foundation and provided to Young Entrepreneur Institute at University School and others. 161991 The Foundation has implemented a research and experimentation initiative that includes a fellowship program. The Foundation and/or Foundation Fellow will study various aspects of entrepreneurship, entrepreneurship education, and program evaluation to determine best practices in the field. Results of the research will be disseminated to both academia and practitioners. In 2022 the Foundation completed a study of the collegiate entrepreneurship landscape in Northeast Ohio. 16356 The Foundation provides technical assistance to five higher education institutions with implementing and maintaining their NEOLaunchNET programs. NEOLaunchNET is a regional signature initiative that seeks to inspire a culture of innovation on college and university campuses, building upon the unique assets and strengths of each school, and sparking the entrepreneurial mindset in enterprising students. The Foundation staff facilitates and coordinates the program in Northeast Ohio. 10589 0 127809458 13217312 40339536 181366306 0 0 181366306 2720495 178645811 8932291 8932291 62597 62597 8869694 14714 8884408 0 8884408 9674693 0 171469 9846162 8884408 1806588 0 0 9846162 1806588 0 0 8039574 0 0 0 0 0 0 0 0 844834 0 0 0 Foundation only accepts online appl wwwbdmorganfdnorg/apply Hudson OH 44236 3306551660 See format at www.bdmorganfdn.org/apply See deadlines at www.bdmorganfdn.org/deadlines See restrictions at www.bdmorganfdn.org/grant-focus ACCESS Inc 230 W Market St Akron OH 44303 PC Exempt purpose of organization 20000 Akron Area YMCA 50 S Main St Ste Ll 100 Akron OH 44308 PC Exempt purpose of organization 10000 Akron Children's Hospital Foundation 1 Perkins Sq Akron OH 44308 PC Exempt purpose of organization 1000 Akron Community Development Association Inc 1293 Copley Road Akron OH 44320 PC Exempt purpose of organization 20000 Akron Community Foundation 345 W Cedar St Akron OH 44307 PC Exempt purpose of organization 22750 Akron Marathon Charitable Corporation 155 E Voris St Akron OH 44311 PC Exempt purpose of organization 20000 Akron Public Schools 10 N Main Street Akron OH 44308 GOV Exempt purpose of organization 20000 Akron Zoological Park 500 Edgewood Ave Akron OH 443072199 PC Exempt purpose of organization 10000 Akron-Canton Regional Foodbank 350 Opportunity Pkwy Akron OH 44307 PC Exempt purpose of organization 200 Allegheny College 520 N Main St Meadville PA 16335 PC Exempt purpose of organization 10000 American National Red Cross PO Box 37839 Boone IA 500370839 PC Exempt purpose of organization 50000 Andrews Osborne Academy 38588 Mentor Ave Willoughby OH 44094 PC Exempt purpose of organization 5000 Ashland University 401 College Ave Ashland OH 44805 PC Exempt purpose of organization 18239 Association of Fundraising Professionals Northeast Ohio Chapter PO Box 1286 Bath OH 44210 PC To support National Philanthropy Day 2022 500 Ausbon Sargent Land Preservation Trust PO Box 2040 71 Pleasant St New London NH 03257 PC Land preservation 5000 Baldwin Wallace University 275 Eastland Rd Berea OH 44017 PC For NEOLaunchNET programming 124674 Battered Women's Shelter 974 E Market St Akron OH 44305 PC Exempt purpose of organization 200 Bounce Innovation Hub 526 S Main St Akron OH 44311 PC Exempt purpose of organization 282500 BRITE 125 W Market St Warren OH 44481 PC Exempt purpose of organization 20000 Buckeye Local School District 3436 Edgewood Dr Ashtabula OH 44004 PC Exempt purpose of organization 45000 Building for Tomorrow 100 W Cedar St Akron OH 44307 PC Exempt purpose of organization 20000 Candid 32 Old Slip 24th Fl New York NY 10005 PC Exempt purpose of organization 10000 CARE 151 Ellis Street NE Atlanta GA 30303 PC Exempt purpose of organization 200 Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 PC For NEOLaunchNET programming 115726 Case-Barlow Bicentennial Farm 1931 Barlow Rd Hudson OH 44236 PC Exempt purpose of organization 1500 Center for Applied Drama and Autism PO Box 2972 Akron OH 44309 PC Exempt purpose of organization 20000 Central American Medical Outreach 322 Westwood Ave Orrville OH 44667 PC to support the organization's medical work in Honduras 25000 Children's Advocacy Center of Portage County 6847 N Chestnut St Ravenna OH 44266 PC Exempt purpose of organization 200 Chippewa Lake Water Ski Show Team PO Box 217 Chippewa Lake OH 44215 PC Exempt purpose of organization 15000 City of Hudson 1140 Terex Rd Ste 400 Hudson OH 44236 GOV For the production of Good Day In Hudson 1200 Cleveland Leadership Center PO Box 23613 Chagrin Falls OH 44023 PC Exempt purpose of organization 10000 Cleveland Rape Crisis Center 1228 Euclid Avenue Suite 200 Cleveland OH 44115 PC Exempt purpose of organization 1000 Cleveland State University Foundation 2121 Euclid Ave Cleveland OH 441152214 PC Exempt purpose of organization 70000 College Now Greater Cleveland Inc 1500 W 3rd St Cleveland OH 441142321 PC Exempt purpose of organization 5000 Community Initiatives 1000 Broadway Ste 480 Oakland CA 94607 PC For general operating support of entrepreneurship Funders Network 20000 Cougar Boys Basketball 50 San Pablo Ct Moraga CA 94556 PC Exempt purpose of organization 15000 Council of Friends Groups of Akron-Summit County Public Library 430 Lisbon Dr Tallmadge OH 44278 PC Exempt purpose of organization 10000 Crafty Mart 526 S Main St Ste 217 Akron OH 44210 PC Exempt purpose of organization 12500 Cuyahoga County Public Library 2111 Snow Road Cleveland OH 44134 PC Exempt purpose of organization 20000 Cuyahoga Valley Christian Academy 4687 Wyoga Lake Rd Cuyahoga Falls OH 44224 PC To coordinate and implement Hack 21 and support Global Entrepreneurship Week marketing efforts 406 Destination Hudson 27 E Main St Hudson OH 44236 PC Exempt purpose of organization 6000 Downtown Akron Partnership 103 S High St 4th Fl Akron OH 44308 PC Exempt purpose of organization 20000 Downtown Arts Theater PO Box 1717 116 East South Street Wooster OH 44691 PC Exempt purpose of organization 50000 East Liverpool Community Partnership for Revitalization PO Box 252 East Liverpool OH 43920 PC Exempt purpose of organization 20000 Effective Leadership Academy 4480 Richmond Rd Warrensville Heights OH 44128 PC Exempt purpose of organization 5000 Emmanuel Christian Academy 350 S Portage Path Akron OH 44320 PC Exempt purpose of organization 20000 EMS Outreach of Hudson 7449 Hudson Park Dr Hudson OH 44236 PC Exempt purpose of organization 1000 First Congregational Church of Hudson 47 Aurora St Hudson OH 44236 PC Exempt purpose of organization 11500 Flying Horse Farms 5260 OH-95 Mt Gilead OH 43338 PC Exempt purpose of organization 500 Friends of the Australian Koala Foundation 6064 68th Ave Ridgewood NY 11385 PC Exempt purpose of organization 1000 Fund for Our Economic Future of Northeast Ohio 4415 Euclid Ave Ste 202 Cleveland OH 44103 PC Exempt purpose of organization 100000 Geauga Mama Dogs and Pups PO Box 107 Burton OH 44021 PC Exempt purpose of organization 150 GlobalGiving 1 Thomas Circle NW Suite 800 Washington DC 20005 PC Exempt purpose of organization 25000 Greater Cleveland Sports Commission 334 Euclid Ave Cleveland OH 44114 PC Exempt purpose of organization 10000 Happy Trails Farm Animal Sanctuary 5623 New Milford Road Ravenna OH 44266 PC Exempt purpose of organization 10150 Healthy Hearts and Paws Project 384 Collar Price Rd SE Brookfield OH 44403 PC Exempt purpose of organization 150 Hiram College PO Box 67 Hiram OH 442340067 PC Exempt purpose of organization 22000 Hudson City School District 76 N Hayden Pkwy Hudson OH 44236 PC Exempt purpose of organization 28000 Hudson Community First 49 E Main St Hudson OH 44236 PC Exempt purpose of organization 6000 Hudson Community Foundation 49 E Main St Hudson OH 44236 PC Exempt purpose of organization 5000 Hudson Community Service Association PO Box 1472 Hudson OH 44236 PC For the Helping Hands Assistance Fund 8000 Hudson Farmers Market PO Box 1073 Hudson OH 44236 PC Exempt purpose of organization 5000 Hudson Heritage Association PO Box 2218 Hudson OH 44236 PC For a 2021 Preservationist Membership 250 Hudson Job Search 7666 Hudson Park Dr Hudson OH 44236 PC Exempt purpose of organization 7500 Hudson Library and Historical Society 96 Library St Hudson OH 44236 PC Exempt purpose of organization 60000 Hudson Montessori School 7545 Darrow Rd Hudson OH 44236 PC Exempt purpose of organization 5000 Hudson Rotary Foundation Inc PO Box 323 Hudson OH 44236 PC To support the Scholarship Fund 11000 Hudson-Landsberg Sister City PO Box 1382 Hudson OH 442360882 PC Exempt purpose of organization 5000 Ideastream 1375 Euclid Ave Cleveland OH 44115 PC Exempt purpose of organization 70000 International Institute of Akron 20 Olive St 201 Akron OH 44310 PC Exempt purpose of organization 30000 John Carroll University 1 John Carroll Blvd University Heights OH 44118 PC To support the LaunchNET JCU Program 151707 JumpStart Inc 6701 Carnegie Ave Ste 100 Cleveland OH 44103 PC To fund the Burton D. Morgan Mentoring Program 1353000 Junior Achievement of Eastern Ohio 644 Linn Street Suite 1024 Cincinnati OH 45203 PC Exempt purpose of organization 50000 Junior Achievement of Greater Cleveland 1422 Euclid Ave Ste 952 Cleveland OH 44115 PC For entrepreneurship programming and operations 60000 Junior Achievement of North Central Ohio 4353 Executive Cir Canton OH 44718 PC Exempt purpose of organization 193000 Kent State University Foundation Inc 350 S Lincoln St PO Box 5190 Kent OH 44242 PC To establish a fund to support I3 lab activities In future years 306190 Killbuck Watershed Land Trust 133 S Market St Wooster OH 44691 PC Exempt purpose of organization 5000 Lawrence School 1551 E Wallings Rd Broadview Heights OH 44147 PC Exempt purpose of organization 50000 Leadership Ohio 450 N Brice Road 677 Blacklick OH 430040677 PC Exempt purpose of organization 5000 Little Brothers Friends of the Elderly - Cincinnati Chapter 5530 Colerain Ave Cincinnati OH 45239 PC Exempt purpose of 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Foundation 30 E 33rd Street New York NY 10016 PC Exempt purpose of organization 200 Nelson Garrettsville Community Cupboard PO Box 294 Garrettsville OH 44231 PC Exempt purpose of organization 10000 Network for Teaching Entrepreneurship 120 Wall Street 18th Floor New York NY 10005 PC Exempt purpose of organization 75000 New Hampshire Charitable Foundation 37 Pleasant St Concord NH 03301 PC Exempt purpose of organization 337353 Norman Rockwell Museum 9 Glendale Rd PO Box 308 Stockbridge MA 01262 PC Exempt purpose of organization 20000 North Hill Community Development Corporation 760 Elma St Akron OH 44310 PC Exempt purpose of organization 20000 Northeast Ohio Medical University Foundation 4209 State Route 44 PO Box 95 Rootstown OH 44272 PC To support the NEOvations Program In 2022-23 58250 Pathway Caring for Children 4895 Dressler Rd NW Suite A Canton OH 44718 PC Exempt purpose of organization 15000 PEAK Grantmaking 1666 K St NW Ste 440 Washington DC 20006 PC Exempt purpose of organization 2250 Philanthropy Ohio 500 S Front St Ste 900 Columbus OH 43215 PC For membership dues, operating support, and conference support 22000 Presidents' Council Foundation Inc The Leader Building 526 Superior Avenue Suite 724 Cleveland OH 44114 PC Exempt purpose of organization 230000 Project Invent 2261 Market Street 4624 San Francisco CA 94114 PC Exempt purpose of organization 20000 Project LEARN of Summit County 60 S High St Akron OH 44326 PC Exempt purpose of organization 1000 Purdue University 403 West Wood Street West Lafayette IN 47907 PC Exempt purpose of organization 60000 Razom 140 2nd Avenue Suite 305 New York NY 10003 PC Exempt purpose of organization 75000 Remember Nhu PO Box 27000 Akron OH 44319 PC Exempt purpose of organization 200 Renaissance Family Center of Windham Ohio 9005 Wilverne Dr Windham OH 44288 PC Exempt purpose of organization 10000 Rose's Rescue Company PO Box 33 Rootstown OH 44272 PC Exempt purpose of organization 150 Saint Mary's College of California 1928 St Marys Road PBM 4300 Moraga CA 94575 PC Exempt purpose of organization 15000 Say Yes Cleveland Scholarship Inc 6601 Euclid Ave Cleveland OH 44103 PC Exempt purpose of organization 10000 SEA Change Incorporated 1289 Grandview Avenue Grandview Heights OH 43212 PC Exempt purpose of organization 20000 Senior Transportation Connection of Cuyahoga County 4735 W 150th St Frnt A Cleveland OH 44135 PC Exempt purpose of organization 5000 Seton Catholic School 1320 17th Ave Moline IL 61265 PC Exempt purpose of organization 4000 She Elevates 551 36th Street NW Canton OH 44709 PC Exempt purpose of organization 10000 Shelter Care Inc 32 South Ave Tallmadge OH 44278 PC Exempt purpose of organization 20000 Solon Community Living 6790 Ridgecliff Drive Solon OH 44139 PC Exempt purpose of organization 17000 Summit Artspace 140 E Market St 2nd Floor Akron OH 44308 PC Exempt purpose of organization 20000 Susan G Komen Breast Cancer Foundation 13770 Noel Road Suite 801889 Dallas TX 75380 PC Exempt purpose of organization 1000 Tahoe Nordic Search and Rescue Team Inc PO Box 7703 Tahoe City CA 96145 PC Exempt purpose of organization 15000 Teen Enterprise Foundation 22402 Vera St Cleveland OH 44128 PC Exempt purpose of organization 5000 The College of Wooster 1189 Beall Ave Wooster OH 44691 PC Exempt purpose of organization 5000 The Crossroads Center 311 Martin Luther King Dr East Cincinnati OH 45219 PC Exempt purpose of organization 5000 The Diversity Center of Northeast Ohio 3659 Green Rd Ste 220 Beachwood OH 44122 PC Exempt purpose of organization 5500 The Entrepreneurs EDGE Inc 6801 Brecksville Rd 160 Independence OH 44131 PC Exempt purpose of organization 42000 The Night Ministry 1735 North Ashland Avenue Suite 2000 Chicago IL 60622 PC To upgrade lighting 10000 The Ohio Foundation of Independent Colleges Inc 290 E Broad St Ste 1700 Columbus OH 43215 PC Exempt purpose of organization 5000 The Philanthropy Roundtable 40 W 29th St Ste 301 New York NY 10001 PC Exempt purpose of organization 500 The University of Akron Foundation 150 University Ave Akron OH 443252901 PC Exempt purpose of organization 45500 TomTod Ideas 439 Market Ave N Canton OH 44702 PC Exempt purpose of organization 10000 Town of Moraga 329 Rheem Boulevard Moraga CA 94556 PC Exempt purpose of organization 15000 Tulane University 6823 St Charles Ave New Orleans LA 70118 PC Exempt purpose of organization 50000 United Disability Services Inc 701 S Main St Akron OH 443111019 PC Exempt purpose of organization 1200 United Way of Wayne and Holmes Counties 215 S Walnut St PO Box 548 Wooster OH 44691 PC For the Annual Campaign 10000 University Hospitals Health System 11100 Euclid Ave MCCO-5062 Cleveland OH 44106 PC Exempt purpose of organization 25000 University of Akron Research Foundation 170 University Cir Akron OH 443252103 SO III FI Exempt purpose of organization 294500 University of Massachusetts - Lowell 1 University Ave Lowell MA 01854 PC Exempt purpose of organization 20000 University School 2785 SOM Center Rd Hunting Valley OH 44022 PC Exempt purpose of organization 541275 Venture for America Inc 307 7th Ave Ste 1201 New York NY 10001 PC Exempt purpose of organization 10000 VentureWell 100 Venture Way Hadley MA 01035 PC Exempt purpose of organization 10000 Victim Assistance Program 137 S Main St Ste 300 Akron OH 44308 PC Exempt purpose of organization 20000 Village of Windham 9083 North Main Street Windham OH 44288 PC Exempt purpose of organization 10000 Walsh University 2020 E Maple St North Canton OH 44720 PC Exempt purpose of organization 2500 Wayne County Community Foundation 517 North Market Street Wooster OH 44691 PC Exempt purpose of organization 1000 West Coast Elite 431 E Grand Ave Ste D El Segundo CA 90245 PC Exempt purpose of organization 20000 Western Reserve Academy 115 College St Hudson OH 44236 PC To support grantmaking and educational efforts of the Student Philanthropy Program 4000 Western Reserve Community Fund 47 North Main St 407 Akron OH 44308 PC Exempt purpose of organization 200000 Western Reserve Historical Society 10825 E Blvd Cleveland OH 44106 PC Exempt purpose of organization 174886 Woodridge Local School System 4411 Quick Rd Peninsula OH 44264 PC Exempt purpose of organization 81500 Wooster Community Hospital Foundation 1761 Beall Ave Wooster OH 44691 PC Exempt purpose of organization 20000 7187930 Downtown Arts Theater PO Box 1717 116 East South Street Wooster OH 44691 PC For the Lyric Theater Renovation Project in 2022-2023 50000 Fund for Our Economic Future PO Box 1717 Wooster OH 44691 PC For operating support and job creation and/or entrepreneurial support activities 400000 Hudson Library and Historical Society 96 Library Street Hudson OH 44236 PC To support programming over two years for the Burton D. Morgan Entrepreneurship Center including Global Entrepreneurship Week programming in Hudson 60000 JumpStart Inc 6701 Carnegie Avenue Suite 100 Cleveland OH 44103 PC To support startups and existing businesses focused on energy storage and advanced manufacturing through technical assistance, capital, and specialized programs 667000 Junior Achievement of Eastern Ohio 1601 Motor Inn Drive 304 Girard OH 44420 PC For entrepreneurship programming and operations in 2022-23 and 2023-24 50000 Junior Achievement of Greater Cleveland 1422 Euclid Avenue Suite 952 Cleveland OH 44115 PC For entrepreneurship programming and operations in 2022-23 and 2023-24 60000 Junior Achievement of North Central Ohio 4353 Executive Circle Canton OH 44718 PC For entrepreneurship programming and operations in 2022-23 and 2023-24 135000 Mahoning County High School 2725 Gibson Street Youngstown OH 44502 PC To participate in Changemaker activities in 2022-23 119700 National Inventors Hall of Fame Inc 3701 Highland Park NW North Canton OH 44720 PC To support Camp Invention and Invention Project programming in 2023 and 2024 171600 Youngstown State University Foundation 655 Wick Avenue Youngstown OH 44502 PC To support entrepreneurial pathways, co-curricular offerings, and microgrants on the YSU campus 10000 1723300 900001 11258 14 3438758 16 100 900001 -650 18 3326270 Partnership Income 900001 590272 01 -42253 Class Action Settlements 01 11334 Trade Error 01 39636 600880 6773845 0 7374725 0 0 0 0 0 0 0 0 0 0 Audit 19425 2547 19385 Retirement Plan Fees 21065 2762 18303 Tax Preparation 9240 1211 8029 Furniture 1993-06-30 1925 1925 SL 10.000000000000 0 0 Furn 1993-08-31 3844 3844 SL 10.000000000000 0 0 Chairs-Foremost 1994-02-28 1394 1394 SL 10.000000000000 0 0 File Cabinets-Foremost 1994-04-30 1003 1003 SL 10.000000000000 0 0 Desk - 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(Skl -2) 2010-04-30 169 169 SL 3.000000000000 0 0 Bromelkamp Egrant Software Module 2010-09-01 11313 11313 SL 3.000000000000 0 0 Bldg Final Payment 2010-12-28 5000 1375 SL 40.000000000000 125 0 D. 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Kelley 38Th Street Painting 2015-01-05 6000 4200 SL 10.000000000000 600 0 Ipad Air 2 - Ddh 2015-03-04 750 750 SL 3.000000000000 0 0 Artwork "Playground" Harriet Morore Ballard 2015-03-26 6000 4050 SL 10.000000000000 600 0 Architect Fees 2015-04-01 24039 4057 SL 40.000000000000 601 0 Tech Design & Install 2015-04-01 4811 812 SL 40.000000000000 120 0 Remodel - Ruhlin Pymt 1 2015-04-01 36011 6077 SL 40.000000000000 900 0 Remodel Ruhlin Payment 2 2015-04-01 65578 11066 SL 40.000000000000 1639 0 Data And Phone Cabling 2015-04-01 1264 213 SL 40.000000000000 32 0 Ruhlin Remodel - Payment 3 2015-04-01 70408 11881 SL 40.000000000000 1760 0 Wireless Polycom Phone 2015-04-01 1450 1450 SL 5.000000000000 0 0 Innovation Room Furnishngs - 2Nd Pymt 2015-04-01 13068 8821 SL 10.000000000000 1307 0 Ruhlin Remodel - Final Payment 2015-04-01 16774 2831 SL 40.000000000000 419 0 Innovation Rm Furnishings (Down Pymt) 2015-04-14 14503 9790 SL 10.000000000000 1450 0 Security Airphone - Innovation Rm 2015-04-15 965 651 SL 10.000000000000 97 0 Sandstone Steps In Courtyard 2015-05-22 4220 1852 SL 15.000000000000 281 0 Server Switch Upgrade 2015-07-08 11466 11466 SL 5.000000000000 0 0 Ipad Air 3 Dmg 2015-07-29 678 678 SL 3.000000000000 0 0 Innovation Furniture Final Payment 2015-08-01 1435 921 SL 10.000000000000 144 0 Gault Portrait 2015-08-18 1000 633 SL 10.000000000000 100 0 Frame - 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Basement 2018-08-14 2051 701 SL 10.000000000000 205 0 Addn To Nln Platform For Jcu 2018-10-15 1125 731 SL 5.000000000000 225 0 Akoya Grants Mgmt Platform 2018-12-31 5715 5715 SL 3.000000000000 0 0 Heat Exchanger Unit 2019-01-15 5100 1020 SL 15.000000000000 340 0 Add'L Configuration To Akoya Platform 2019-01-15 4781 4781 SL 3.000000000000 0 0 Add'L Configuration To Egrant Platform 2019-02-13 960 933 SL 3.000000000000 27 0 2Nd Add'L Configuration To Akoya Platform 2019-02-13 5325 5177 SL 3.000000000000 148 0 Latitude E5590 Laptop Ebw & Setup 2019-03-01 2120 2002 SL 3.000000000000 118 0 Optiplex 5060 Desktop Dmg & Set Up 2019-03-01 1580 1492 SL 3.000000000000 88 0 Access Upgrade To Doors.Net 2019-03-04 2083 1967 SL 3.000000000000 116 0 Herman Miller Embody Chair Jms 2019-05-07 935 249 SL 10.000000000000 94 0 Barco Wireless Presentation System Innov Rm 2019-05-22 4054 1047 SL 10.000000000000 405 0 Erbaugh Portrait & Framing 2019-09-01 1659 387 SL 10.000000000000 166 0 Dehumidifier For Vault Room In Basement 2019-11-01 3920 849 SL 10.000000000000 392 0 Latitude 5500 Laptop Ake 2020-03-12 1667 1019 SL 3.000000000000 556 0 Latitude 5500 Laptop Gmd 2020-03-12 1667 1019 SL 3.000000000000 556 0 Latitude 5500 Laptop Ddh 2020-03-12 1667 1019 SL 3.000000000000 556 0 Dell Latitude 5500 Svr Laptop Dmg 2020-07-15 1709 854 SL 3.000000000000 570 0 Dell Latitude 5500 Svr Laptop Skl 2020-07-15 1709 854 SL 3.000000000000 570 0 Dell Latitude 5501 Lapton Mcm 2020-08-15 1704 805 SL 3.000000000000 568 0 Boiler Pumps And Motors 2020-12-01 4041 292 SL 15.000000000000 269 0 Landscape Plants 2020-12-10 1884 408 SL 5.000000000000 377 0 Sharepoint Server Migration 2021-02-28 10163 1575 SL 5.000000000000 2033 0 Latitude 5520 Laptop Vub 2021-04-01 1820 455 SL 3.000000000000 607 0 Latitude 5520 Laptop Innovation Rm 2021-04-01 1820 455 SL 3.000000000000 607 0 Cpw5V-22 Sewer Ejection Pump 2021-04-20 2286 102 SL 15.000000000000 152 0 Boardroom And Innov Rm Av Equipment 2021-06-16 33670 3367 SL 5.000000000000 6734 0 Boardroom Meeting Camera 2021-09-10 1636 109 SL 5.000000000000 327 0 Yippee Platform V.1 2021-12-01 185000 3083 SL 5.000000000000 37000 0 Optiplex Desktop Tower - Snp 2022-04-07 895 SL 3.000000000000 224 0 Dell Latitude 5520 Laptop - Jms 2022-04-07 1885 SL 3.000000000000 471 0 Dell Latitude 5520 Laptop - Eb 2022-04-07 1885 SL 3.000000000000 471 0 Ddh Portrait And Framing 2022-05-01 2053 SL 10.000000000000 137 0 Courtyard Stonework And Concrete Planter 2022-05-10 2542 SL 15.000000000000 113 0 Sharepoint Migration Phase Ii 2022-06-07 4840 SL 5.000000000000 565 0 Latitude 5531 Laptop Djh 2022-10-10 2544 SL 3.000000000000 212 0 Optiplex 3000 Desktop Jms 2022-10-10 919 SL 3.000000000000 77 0 Yippee Platform V.2 2022-12-31 160413 SL 5.000000000000 0 0 Peninsula Foundation Inc 6138 Riverview Road Suite F Peninsula OH 44264 2020-01-27 25000 To support the construction of ADA-compliant restrooms at G.A.R. Hall. 25000 To the knowledge of the grantor, no funds have been diverted. 10/31/23 2023-10-31 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Ohio does not require a copy of the Form 990-PF, it requires a separate on-line registration filing and filing fee. 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Whitehorse Offshore Loan Feeder Fund FMV 3715273 3715273 Harrison Street Core Property Fund LP FMV 5763406 5763406 NEO Capital Fund LP FMV 134325 134325 Riverside Micro Cap Fund IV - B FMV 3951224 3951224 Riverside Micro Cap Fund IV-A FMV 7772220 7772220 SPDR S&P 500 ETF FMV 12468748 12468748 TRG Forestry Fund 8-B LP FMV 19445 19445 Vanguard Index Tr Mid Cap Admiral Fund FMV 13533558 13533558 Vanguard Instl Index Fund FMV 28563777 28563777 Furniture 1925 1925 0 Furn 3844 3844 0 Chairs-Foremost 1394 1394 0 File Cabinets-Foremost 1003 1003 0 Desk - Brewster Stroud 952 952 0 Furniture 1740 1740 0 File Cabinet 1306 1306 0 File Cabinet 1306 1306 0 Portrait 30 X 24 3400 3400 0 Lateral File 1494 1494 0 Fireking File 1574 1574 0 Furniture 799 799 0 Furniture 10757 10757 0 Credenza 220 220 0 Office Furnishings 404 404 0 File Cabinet 886 886 0 Printer Stand/Storage 868 868 0 Land 233024 0 233024 Ddh Table 536 536 0 Ddh Table/Desk 535 535 0 Bonfoey - Artwork 4440 4440 0 Bdm Portrait 3400 3400 0 Windsor Chairs 5023 5023 0 Maine Cottage 453 453 0 Interstate 4726 4726 0 Parking Lot Signs 1086 1086 0 Furniture 61600 61600 0 Chest 2100 2100 0 Maple Server 750 750 0 Bath Specialities (Welty - Item No. 9) 4031 4031 0 Grading & Earthwork (Welty - Item No. 14) 141413 141413 0 Flooring (Welty Item No. 35/Co9/Co17) 74670 74670 0 Fire Extinguishers (Welty Item No. 38/39) 758 758 0 Window Treatments (Welty Item No. 41) 9718 9718 0 Security System (Welty Item No. 49/Co18) 17876 17876 0 Toilet Seat Covers (Welty Item No. Co3) 201 201 0 Site Concrete (Welty Item No. Co6) 17040 17040 0 Concrete Extras (Welty Item No. Co11) 3502 3502 0 Mirrors (Welty Item No. Co21/Co25) 939 939 0 Renovations 22 Aurora St. 1796368 733517 1062851 Furniture 87605 87605 0 Gardens Limited-Lanscaping 11772 11772 0 Gardens Limited-Landscaping 10365 10365 0 Warwick Communications 53509 53509 0 Builing - Purchase And Costs 798176 325921 472255 Architect Fees 120903 49369 71534 Architect Fees 75387 30784 44603 Site Utilities (Welty - Item No. 15) 17573 17573 0 Concrete Paving (Welty Item No. 21/22) 14757 14757 0 Kitchen Backsplash 1486 1486 0 Rockwell Print 7050 7050 0 Gardens Limited-Lanscaping 23819 23819 0 Credenza 1389 1389 0 Exterior Lights 1039 1039 0 Gardens Limited-Lanscaping 3850 3850 0 Furniture 1184 1184 0 Framing 1414 1414 0 Furniture 12059 12059 0 Gardens Limited-Landscaping 2460 2460 0 Gardens Limited 18810 18810 0 Rose Upholstry - Chair 870 870 0 Rockwell Print-Downhill Racer 3850 3850 0 Gardens Limited-Landscaping 1489 1489 0 Boardroom Credenza 1437 1437 0 Wrought Iron Fence And Misc 6666 6666 0 Install Cut Stone In Fountain 2552 2552 0 Framing Denison 450 450 0 Framing Downhill Racer 527 527 0 Rockwell Print Extra Good Boys & Girls 10050 10050 0 Upholstery Mr. Morgan'S Chairs 1700 1700 0 Signage - Lobby & Restroom 6266 6266 0 Blue Sideboard - Kitchen 3812 3812 0 Framing Rockwell Santa 1301 1301 0 Framing Purdue 905 905 0 Architectural Services 12090 4685 7405 Rear Stairwell Door 2933 1100 1833 Baldwin House 14493 5465 9028 Baldwin House 47482 17905 29577 Welty Renovations - Baldwin House 35000 13198 21802 Construction Costs 128697 48529 80168 Baldwin House - Landscaping 5588 5588 0 Landscaping - Bh 11579 11579 0 Construction Costs 21730 8194 13536 Baldwin House - Arch Services 455 171 284 Water Meter 675 675 0 Landscape Arch Design - Bh 1125 1125 0 Arch Services 982 371 611 Baldwin House 324 122 202 Construction Costs 17521 6607 10914 Reprogramming Board Room Equipment 3900 3900 0 Jcvn Officer Chair 1453 1453 0 Dmg Office Chair 1453 1453 0 Mee Credenza 2169 2169 0 Door, Hardware And Installation 2234 829 1405 Basement Dehumidifier 2059 755 1304 Sewage Pump - Basement 1563 573 990 Bdm Portrait-Mitsuno Ishii Reedy 6500 6500 0 Framing Lewis & Reedy 415 415 0 Bh Threshold Basement 455 166 289 Cad Documentation 900 900 0 Huang Artwork & Framing 262 262 0 Chuck Kovacic Artwork & Framing 223 223 0 Exterior Lamps And Wiring 731 731 0 Baldwin House Exterior Painting 1710 613 1097 Telephone Lines 2562 918 1644 Norman Rockwell "America Marches Forward" 4050 4050 0 Framing "America Marches Forward" 594 594 0 2 Drawer Lateral Fire King File 1395 1395 0 2 Drawer Lateral Fire King File 1395 1395 0 Roof Restoration / Siding Replacment 10900 9871 1029 Improvements 1652 550 1102 Chenoweth Portrait 1262 1262 0 Norman Rockwell "High Dive" 6500 6500 0 Framing "High Dive" 1890 1890 0 Computer Monitor - (Skl -2) 169 169 0 Bromelkamp Egrant Software Module 11313 11313 0 Bldg Final Payment 5000 1500 3500 D. Griggs Monitors (2) 358 358 0 Norman Rockwell "County Agriculture Agent" 6000 6000 0 Frame For Rockwell - County Ag 1673 1673 0 2 Benches In Courtyard 1128 1128 0 Fountain Painting And Fram 900 900 0 Bdfm Bldg Painting "Artwork" 550 550 0 Skl - Monitor 151 151 0 Shadowbox For Glider Suit 2575 2575 0 Gmd Monitor 139 139 0 Gmd Task Chair 526 526 0 First Pearl License (4) 1220 1220 0 Hvac Expansion Tank 2150 1385 765 Plastic Vapor Barrier For Crawl Space 1100 702 398 Tripp-Lite Rackmount Kvm Console 679 679 0 Phone System Equip - Router & Trunk 1404 1252 152 Hvac Compressor 3063 1718 1345 Wireless Upgrade 3797 3797 0 Backup Isp 1199 1199 0 P. Kelley 38Th Street Painting 6000 4800 1200 Ipad Air 2 - Ddh 750 750 0 Artwork "Playground" Harriet Morore Ballard 6000 4650 1350 Architect Fees 24039 4658 19381 Tech Design & Install 4811 932 3879 Remodel - Ruhlin Pymt 1 36011 6977 29034 Remodel Ruhlin Payment 2 65578 12705 52873 Data And Phone Cabling 1264 245 1019 Ruhlin Remodel - Payment 3 70408 13641 56767 Wireless Polycom Phone 1450 1450 0 Innovation Room Furnishngs - 2Nd Pymt 13068 10128 2940 Ruhlin Remodel - Final Payment 16774 3250 13524 Innovation Rm Furnishings (Down Pymt) 14503 11240 3263 Security Airphone - Innovation Rm 965 748 217 Sandstone Steps In Courtyard 4220 2133 2087 Server Switch Upgrade 11466 11466 0 Ipad Air 3 Dmg 678 678 0 Innovation Furniture Final Payment 1435 1065 370 Gault Portrait 1000 733 267 Frame - Gault Portrait 441 323 118 Modular Panels - Library/Office 1650 1210 440 New Funeral Door 3720 682 3038 Bdm Portrait (Farr) 3400 2380 1020 Frame For Bdm Portrait (Farr) 565 396 169 Dell Lattitude Laptop Spare 989 989 0 Cisco Meraki Firewall Upgrade 3620 3620 0 Neolaunchnet Software Platform 63960 63960 0 Prism Ii Software Conversion 1913 1275 638 Hvac Zone Controller Zone 5 1304 858 446 Suncrest Gardens - Front Bed Landscaping 6876 2900 3976 Toshiba Phone System And Installatin 15747 9580 6167 Digital Signage System 3349 1981 1368 Video Intercom Door System 3490 1241 2249 Workroom A/C Unit And Roof Condenser 9760 4717 5043 Security Camera Upgrade 3975 1889 2086 Egrant Builder Platform 2500 2500 0 Cellular Communicator For Security System 1260 599 661 Vub Laptop Latitude 5580 1923 1923 0 Add'L Configuration To Nln Platform 1950 1723 227 Hot Water Tank - Basement 2051 906 1145 Addn To Nln Platform For Jcu 1125 956 169 Akoya Grants Mgmt Platform 5715 5715 0 Heat Exchanger Unit 5100 1360 3740 Add'L Configuration To Akoya Platform 4781 4781 0 Add'L Configuration To Egrant Platform 960 960 0 2Nd Add'L Configuration To Akoya Platform 5325 5325 0 Latitude E5590 Laptop Ebw & Setup 2120 2120 0 Optiplex 5060 Desktop Dmg & Set Up 1580 1580 0 Access Upgrade To Doors.Net 2083 2083 0 Herman Miller Embody Chair Jms 935 343 592 Barco Wireless Presentation System Innov Rm 4054 1452 2602 Erbaugh Portrait & Framing 1659 553 1106 Dehumidifier For Vault Room In Basement 3920 1241 2679 Latitude 5500 Laptop Ake 1667 1575 92 Latitude 5500 Laptop Gmd 1667 1575 92 Latitude 5500 Laptop Ddh 1667 1575 92 Dell Latitude 5500 Svr Laptop Dmg 1709 1424 285 Dell Latitude 5500 Svr Laptop Skl 1709 1424 285 Dell Latitude 5501 Lapton Mcm 1704 1373 331 Boiler Pumps And Motors 4041 561 3480 Landscape Plants 1884 785 1099 Sharepoint Server Migration 10163 3608 6555 Latitude 5520 Laptop Vub 1820 1062 758 Latitude 5520 Laptop Innovation Rm 1820 1062 758 Cpw5V-22 Sewer Ejection Pump 2286 254 2032 Boardroom And Innov Rm Av Equipment 33670 10101 23569 Boardroom Meeting Camera 1636 436 1200 Yippee Platform V.1 185000 40083 144917 Optiplex Desktop Tower - Snp 895 224 671 Dell Latitude 5520 Laptop - Jms 1885 471 1414 Dell Latitude 5520 Laptop - Eb 1885 471 1414 Ddh Portrait And Framing 2053 137 1916 Courtyard Stonework And Concrete Planter 2542 113 2429 Sharepoint Migration Phase Ii 4840 565 4275 Latitude 5531 Laptop Djh 2544 212 2332 Optiplex 3000 Desktop Jms 919 77 842 Yippee Platform V.2 160413 0 160413 Legal Fees 2535 332 2203 457(b) Plan Investments 178500 227667 227667 PRI Loan to Manufacturing Advocacy and Growth Network 3314 0 0 Unrealized Losses 36446616 Recovery of grants previously distributed 11400 Direct Program Expense 633673 0 614203 Partnership Investment Expense 0 194918 0 Office Services 79006 10358 68648 Events (Trustee meeting & other) 72730 9535 63195 Maintenance 52443 6875 45568 Insurance 38611 5062 33549 Dues & Subscriptions 12888 1690 11198 Auto 12787 1676 11111 Office Supplies 7356 964 6392 Nonprofit Meetings 1081 0 1081 Filing Fee 200 26 174 Bank Service Charges 82 11 71 Partnership Income 548019 176126 0 Class Action Settlements 11334 11334 11334 Trade Error 39636 39636 39636 457(b) Plan Liabilities 178500 227667 Consulting 136550 17902 109829 Custodial Fees 36675 36675 0 Harrison Street Fees 65613 0 0 HIG Fees - 2016 102390 0 0 HIG Fees - 2020 (Luxembourg) 211566 0 0 Inv Mgt Fees 284392 284392 0 Investment Consulting Fees 113942 113942 0 Excise Taxes 100000 0 0