WESTFIELD INSURANCE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTFIELD INSURANCE FOUNDATION (EIN 20-3816760)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349102858
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:29:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203816760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Westfield Insurance Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WESTFIELD | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3308878431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5001 | AddressLine1Txt |
| City | Westfield Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith Corbin II | PersonNm |
| Person Title | Corporate Tax Leader | PersonTitleTxt |
| Phone | 3308878431 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Keith | PersonFirstNm |
| Person Last | Corbin II | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,931,784 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $635,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,727,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,780,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,426,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $769 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,362,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,040,607 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $345,257 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $345,257 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $66,694 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,694 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,696 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,180 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25,032 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,920 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,960 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $36,960 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,949 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $626,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $533,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,198,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,234,102 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,825,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,767,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $537,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,998,356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350,138 | CashBOYAmt |
| Cash EOY | $57,476 | CashEOYAmt |
| Cash EOYFMV | $57,476 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $298,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $865,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $865,082 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,885,443 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,413,239 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,413,239 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,609,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,010,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,010,629 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,195,402 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,578,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,578,870 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,488 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,488 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,339,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,931,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,931,784 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,196 | AccountsPayableEOYAmt |
| Grants Payable BOY | $530,590 | GrantsPayableBOYAmt |
| Grants Payable EOY | $501,171 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $38,738 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,594 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $572,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $569,961 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,766,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,361,823 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,766,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,361,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,339,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,931,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,766,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $537,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,057,927 | OtherIncreasesAmt |
| Subtotal | $42,361,823 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,361,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LT CAPITAL GAINS - COVERED | $5,004,526 | $2,688,296 | $2,316,230 | $2,316,230 |
| ST CAPITAL GAINS ON GP SMF III, LP | $73 | $73 | $73 | |
| LT CAPITAL GAINS ON GP SMF III, LP | $1,524,091 | $1,524,091 | $1,524,091 | |
| LT CAPITAL GAINS ON GP SMF III AIV, LP | $150,545 | $150,545 | $150,545 | |
| ST CAPITAL LOSS ON PACIFIC PRIVATE EQTY | $528 | -$528 | -$528 | |
| LT CAPITAL GAINS ON PACIFIC PRIVATE EQTY | $436,518 | $436,518 | $436,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,426,929 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,477 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69,477 | SubtotalAmt |
| Tax Based On Investment Income | $69,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $64,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $777 | EsPenaltyAmt |
| Tax Due | $6,254 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3308878431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5001 | AddressLine1Txt |
| City | Westfield Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joseph Kohmann | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.5 | $0 | $0 | $0 |
| Edward Largent | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.5 | $0 | $0 | $0 |
| Jani Groza | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 15.0 | $0 | $0 | $0 |
| Frank Carrino | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 1.0 | $0 | $0 | $0 |
| Stuart Rosenberg | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| James Merz | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Michael Prandi | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Craig Welsh | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Robyn Hahn | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Kristine Neate | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director | 0.25 | $0 | $0 | $0 |
| Jennifer Palmieri | ||||||||
| PO Box 5001 | Westfield Center | OH | 44251 | Director beg 2020 | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,991,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,231,376 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,231,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $618,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,612,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,030,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,030,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,477 | TotalTaxAmt |
| Distributable Before Adj | $1,961,168 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,961,168 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,961,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,767,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,767,984 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,961,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,059,456 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,088,271 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,171,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,412,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,499,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,231,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,767,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,961,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,806,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,037,927 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,059,456 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,978,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,088,271 | ExcessFromYear4Amt |
| Excess From Year3 | $1,171,217 | ExcessFromYear3Amt |
| Excess From Year2 | $1,412,240 | ExcessFromYear2Amt |
| Excess From Year1 | $2,499,927 | ExcessFromYear1Amt |
| Excess From Current Year | $1,806,816 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Westfield Insurance Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5001 | AddressLine1Txt |
| City | Westfield Center | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | janigroza@westfieldgrp.com | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS SHOULD USE THE CONTACT INFORMATION PROVIDED AND SUBMIT REQUESTS ELECTRONICALLY. NECESSARY INFORMATION PROVIDED SHOULD INCLUDE PRIOR OPEN YEAR FILED 990 RETURNS, AND ANY APPLICABLE FINANCIAL RECORDS RELATING TO THE REQUEST; SUCH AS PROGRAM BUDGETS OR FINANCIAL STATEMENTS IF REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS ARE DISBURSED TO ORGANIZATIONS THAT ARE PERMISSIBLE WITHIN THE FOUNDATION'S EXEMPT PURPOSE AND EXISTENCE UNDER 501(C)(3), STRATEGY, AND ELIGIBLE TO RECEIVE CONTRIBUTIONS ACCORDING TO APPLICABLE IRC CODE SECTIONS AND VERIFICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (342 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A Special Wish Foundation Inc-Dayton Chapter | ||||||
| 436 Valley St | Dayton | OH | 45404 | PC | General donation | $250 |
| ACCESS Inc | ||||||
| 230 W Market St | Akron | OH | 44403 | PC | Sponsorship | $900 |
| ACTUARIAL FOUNDATION | ||||||
| 475 N MARTINGALE RD STE 600 | SCHAUMBURG | IL | 60173 | PC | Scholarships | $500 |
| Akron Urban League | ||||||
| 440 Vernon Odom | Akron | OH | 44307 | PC | Family Stability, General Donation, Small Business | $50,875 |
| AKRON-CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | PC | Capital Campaign, Dollars for Doers, Employee Matc | $128,619 |
| Alzheimer's Disease and Related Disorders Assoc | ||||||
| 225 N Michigan Ave 17th Flr | Chicago | IL | 60601 | PC | General donation | $204 |
| ADRD Association Greater Indiana | ||||||
| 6324 Constitution Dr | Fort Wayne | IN | 46804 | PC | Dollars for Doers | $260 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS ST 4TH FLR | ATLANTA | GA | 30303 | PC | Employee Match, General Donation, Sponsorship | $41,846 |
| American Diabetes Association | ||||||
| 2451 Crystal Dr Ste 900 | Arlington | VA | 22202 | PC | General donation | $153 |
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | PC | General donation, Sponsorship | $25,102 |
| American Heart Association (National) | ||||||
| 1375 E 9 ST STE 600 | Cleveland | OH | 44114 | PC | Employee Match, Sponsorship | $16,921 |
| Am Inst for Chartered Prop Casualty Underwriters | ||||||
| 720 Providence Rd | Malvern | PA | 19355 | PC | Institutes Development Fund | $15,000 |
| American Lung Association | ||||||
| 55 Wacker Dr Ste 1150 | Chicago | IL | 60601 | PC | General donation | $100 |
| ARC of the Greater Akron & Mahoning Valley | ||||||
| 501 W Market St | Akron | OH | 44303 | PC | Safety, General donation | $75,000 |
| AMERICAN SYRINGOMYELIA ALLIANCE PROJECT INC | ||||||
| PO BOX 1586 | LONGVIEW | TX | 75606 | PC | General donation | $51 |
| ANGELS OF HOPE LOVE IS REAL INC | ||||||
| 15348 SANDY CT | SPRING HILL | FL | 34610 | PC | General donation | $51 |
| ANIMAL RESOURCE CENTER | ||||||
| PO Box 439 | BLOOMSBURG | PA | 17815 | PC | General donation | $50 |
| Ashtabula Dream Center | ||||||
| 604 W 57th St | Ashtabula | OH | 44004 | PC | Family Stability | $5,000 |
| ASIAN SERVICES IN ACTION INC | ||||||
| 370 E MARKET ST | AKRON | OH | 44304 | PC | General donation | $500 |
| Atlanta Community Food Bank | ||||||
| 732 Jospeh E Lowery Blvd NW | Atlanta | GA | 30318 | PC | Employee Match | $780 |
| Autism Society | ||||||
| 6110 Executive Blvd Ste 305 | Rockville | MD | 20852 | PC | General donation | $15,000 |
| BackpackBuddyOrg | ||||||
| 145 WATERSIDE CIR | WINFIELD | WV | 25213 | PC | Family Stability | $5,000 |
| Battered Women's Shelter | ||||||
| 974 E MARKET ST | AKRON | OH | 44305 | PC | General donation | $250 |
| BENJAMIN ROSE INSTITUTE | ||||||
| 11890 FAIRHILL RD | CLEVELAND | OH | 44120 | PC | General donation | $500 |
| Best Christmas Ever Inc | ||||||
| PO Box 439 | Cloquet | MN | 55720 | PC | Family Stability | $5,000 |
| BIG BROTHERS BIG SISTERS OF SHELBY AND DARKE CTY | ||||||
| PO BOX 885 | SIDNEY | OH | 45365 | PC | Family Stability | $6,500 |
| BISHOP MCDEVITT HIGH SCHOOL OF HARRISBURG | ||||||
| 1 Crusader Way | HARRISBURG | PA | 17111 | PC | Memorial | $50 |
| Blue Ridge Area Food Bank | ||||||
| PO BOX 937 | VERONA | VA | 24482 | PC | Family Stability | $5,000 |
| Bowling Green State University Fdn Inc | ||||||
| Mileti Alumni Center | Bowling Green | OH | 43403 | PC | Membership | $5,000 |
| Boys & Girls Club of Parkersburg | ||||||
| 1200 MARY ST | PARKERSBURG | WV | 26101 | PC | Family Stability | $8,000 |
| Boys & Girls Club of West Chester Liberty | ||||||
| 8749 Cincinnati Dayton Rd | West Chester | OH | 45069 | PC | Family Stability | $8,000 |
| Boys & Girls Clubs of Benton Harbor | ||||||
| 600 NATE WELLS SR DR | BENTON HARBOR | MI | 49022 | PC | Family Stability | $8,000 |
| BOYS & GIRLS CLUBS OF NORTHEAST OHIO | ||||||
| PO Box 72090 OPC833 | Akron | OH | 44307 | PC | Sponsorship | $1,683 |
| BOYS & GIRLS CLUBS OF THE OCOEE REGION | ||||||
| 385 3RD ST SW | CLEVELAND | TN | 37311 | PC | Memorial | $76 |
| BOYS AND GIRLS CLUBS OF COOKE COUNTY INC | ||||||
| 315 N DENTON ST | GAINESVILLE | TX | 76240 | PC | General donation | $5,000 |
| Breast Cancer Research Foundation | ||||||
| 28 W 44th St Ste 609 | New York | NY | 10036 | PC | Memorial | $51 |
| BVU The Center for Nonprofit Excellence | ||||||
| 1300 E 9th St | Cleveland | OH | 44114 | PC | Membership | $2,725 |
| CANDID | ||||||
| PO Box 22799 | NEW YORK | NY | 10087 | PC | Membership | $2,000 |
| CANTON PRESERVATION SOCIETY | ||||||
| 131 WERTZ AVE NW | CANTON | OH | 44708 | PC | Memorial | $50 |
| CANTON REGIONAL CHAMBER OF COMMERCE FDN INC | ||||||
| 222 MARKET AVE N | CANTON | OH | 44702 | PC | Akron-Canton Airport Air Svc Dvlpmt Fd | $10,000 |
| Catholic Charities USA | ||||||
| 2050 Ballenger Ave Ste 400 | Alexandria | VA | 22314 | PC | Disaster Recovery & Preparedness | $75,000 |
| CEDAR FDN INCORPORATED OF CEDAR CTY IA | ||||||
| 1200 MULBERRY ST | TIPTON | IA | 52772 | PC | Memorial | $75 |
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||
| One Thomas Cir NW Ste 700 | WASHINGTON | DC | 20005 | PC | Disaster Recovery | $75,000 |
| Center for Family Services Inc | ||||||
| 213 W CENTER ST | MEADVILLE | PA | 16335 | PC | Family Stability | $8,000 |
| CENTRAL ILLINOIS MEMORIAL KIDNEY FUND | ||||||
| PO Box 235 | Morton | IL | 61550 | PC | Dollars for Doers | $1,000 |
| Central Pennsylvania Food Bank | ||||||
| 3908 Corey Rd | Harrisburg | PA | 17109 | PC | Employee Match, Family Stability | $6,894 |
| Chagrin Valley Jaycees Charitable Fdn | ||||||
| PO BOX 522 | CHAGRIN FALLS | OH | 44022 | PC | Family Stability | $5,000 |
| Charleston Catholic High School | ||||||
| 1033 VIRGINIA ST E | Charleston | WV | 25301 | PC | Family Stability | $5,000 |
| Chester County Community Foundation | ||||||
| 28 W Market St The Lincoln Bldg | West Chester | PA | 19382 | PC | Disaster Recovery | $50,000 |
| CHICAGO URBAN LEAGUE | ||||||
| 4510 S Michigan Ave | CHICAGO | IL | 60653 | PC | Family Stability | $48 |
| CHN Housing Partners | ||||||
| 2999 Payne Ave | Cleveland | OH | 44114 | PC | Family Stability | $85,000 |
| Christian Children's Home of Ohio | ||||||
| 2685 Armstrong Rd | Wooster | OH | 44691 | PC | General donation | $5,000 |
| Churches of Christ Disaster Response Team Inc | ||||||
| 9285 S STATE RTE 202 | TIPP CITY | OH | 45371 | PC | Disaster recovery | $8,000 |
| Churches United in Ministry | ||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | PC | Family Stability | $8,000 |
| Cincinnati Union Bethel | ||||||
| 2401 Reading Rd | Cincinnati | OH | 45202 | PC | Family Stability | $8,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE FLR 3 | NEW YORK | NY | 10017 | PC | General donation | $250 |
| Cleveland Clinic Foundation | ||||||
| 9500 Euclid Ave NA-4 | Cleveland | OH | 44195 | PC | Memorial | $76 |
| CLEVELAND FOUNDATION | ||||||
| 1422 EUCLID AVE STE 1300 | CLEVELAND | OH | 44115 | PC | Disaster Recovery | $15,000 |
| Cleveland Leadership Center | ||||||
| 1375 E 9th St Ste 1100 | Cleveland | OH | 44114 | PC | Sponsorship | $15,000 |
| Cleveland Rape Crisis Center | ||||||
| PO Box 933431 | Cleveland | OH | 44193 | PC | General donation | $1,500 |
| Cleveland State University Foundation | ||||||
| 2121 Euclid Ave UN 501 | Cleveland | OH | 44115 | PC | Scholarship | $2,500 |
| Cloverleaf Local School District | ||||||
| 8525 Friendsville Rd | Lodi | OH | 44254 | PC | Exp Based Learning Activities, Safety City | $25,000 |
| Coatesville Youth Initiative | ||||||
| 545 E LINCOLN HWY | COATESVILLE | PA | 19320 | PC | Family Stability | $8,000 |
| College Now Greater Cleveland | ||||||
| 1500 W 3rd St Ste 125 | Cleveland | OH | 44113 | PC | Family Stability, Sponsorship | $82,685 |
| College Possible | ||||||
| 755 Prior Ave N Ste 200 | Saint Paul | MN | 55104 | PC | Family Stability | $8,000 |
| Colorado Restaurant Assoc Education Fdn | ||||||
| 430 E 7TH AVE | DENVER | CO | 80203 | PC | Disaster Recovery | $8,000 |
| COLUMBIA ANIMAL SHELTER | ||||||
| 265 S 10TH ST | COLUMBIA | PA | 17512 | PC | Memorial | $51 |
| COLUMBIA URBAN LEAGUE INC | ||||||
| 1400 BARNWELL ST | COLUMBIA | SC | 29201 | PC | Family Stability | $30 |
| COLUMBUS URBAN LEAGUE | ||||||
| 788 MOUNT VERNON AVE | COLUMBUS | OH | 43203 | PC | Family Stability | $425 |
| Commission on Econ Opportunity of Luzerne Cty | ||||||
| PO Box 1127 | WilkesBarre | PA | 18703 | PC | Disaster Recovery | $5,000 |
| Community Action WayneMedina | ||||||
| 905 PITTSBURGH AVE | WOOSTER | OH | 44691 | PC | Family Stability | $8,000 |
| COMMUNITY AIDS NETWORKAKRON PRIDE INITIATIVE | ||||||
| 759 W MARKET ST 1ST FLR | AKRON | OH | 44303 | PC | General donation | $1,922 |
| Community Service Center of Morgan County | ||||||
| 301 W Harrison St | Martinsville | IN | 46151 | PC | Family Stability | $8,000 |
| Compassionate Hands Incorporated | ||||||
| 214 N College St | Lebanon | TN | 37087 | PC | Family Stability | $8,000 |
| Council on Foundations | ||||||
| 2121 Crystal Dr Ste 700 | Arlington | VA | 22202 | PC | Membership | $10,000 |
| Country Neighbor Program Inc | ||||||
| PO BOX 212 | ORWELL | OH | 44076 | PC | Family Stability | $5,000 |
| Cultivate Culinary School & Catering | ||||||
| 1403 Prairie Ave | South Bend | IN | 46613 | PC | Family Stability | $5,000 |
| Cuyahoga Community College | ||||||
| 700 Carnegie Av | Cleveland | OH | 44114 | PC | Capacity support | $2,500 |
| Cuyahoga Community College Foundation | ||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | PC | Family Stability | $88,749 |
| Dare to Care Foodbank | ||||||
| PO Box 35458 | Louisville | KY | 40232 | PC | Disaster recovery, Employee Match | $5,025 |
| EAST COOPER COMMUNITY OUTREACH | ||||||
| 1145 SIX MILE RD | MT PLEASANT | SC | 29466 | PC | General donation | $250 |
| ECONOMIC GROWTH FOUNDATION | ||||||
| 1240 HURON RD E STE 300 | CLEVELAND | OH | 44115 | PC | Sponsorship | $7,000 |
| EDEN | ||||||
| 7812 MADISON AVE | CLEVELAND | OH | 44102 | PC | Sponsorship | $700 |
| EDUCATION FDN FOR BUCKEYE ELEMENTARY SCHOOL DIST | ||||||
| PO BOX 190 | BUCKEYE | AZ | 85326 | PC | Memorial | $75 |
| Empowering & Strengthening Ohio's People (ESOP) | ||||||
| 11890 Fairhill Rd | Cleveland | OH | 44120 | PC | Family Stability | $30,000 |
| FAIRFAX RENAISSANCE DVLPMT CORP | ||||||
| 8111 QUINCY AVE STE 100 | CLEVELAND | OH | 44104 | PC | Family Stability | $35,000 |
| FAITH HOSPICE | ||||||
| 2100 RAYBROOK ST SE Ste 300 | GRAND RAPIDS | MI | 49546 | PC | Memorial | $51 |
| Faith in Action of the Greater Kanawha Valley Inc | ||||||
| PO BOX 11623 | CHARLESTON | WV | 25339 | PC | Family Stability | $5,000 |
| Families Exploring Down Syndrome | ||||||
| PO Box 1191 | Sterling Heights | MI | 48311 | PC | Family Stability | $5,000 |
| Feeding America Kentucky's Heartland Inc | ||||||
| PO BOX 821 | Elizabethtown | KY | 42702 | PC | Family Stability | $5,000 |
| Feeding Medina County | ||||||
| 650 W Smith Rd C-8 | Medina | OH | 44256 | PC | Family Stability | $33,000 |
| FEEDING TAMPA BAY | ||||||
| 4702 TRANSPORT DR BLDG 6 | TAMPA | FL | 33605 | PC | Employee Match, General Donation | $620 |
| FENTRESS HOPE FOUNDATION | ||||||
| 1211 OLD HWY 127 S | JAMESTOWN | TN | 38556 | PC | Memorial | $75 |
| Fernandina Beach Police Foundation Inc | ||||||
| 1525 LIME ST | FERN BCH | FL | 32034 | PC | Family Stability | $5,000 |
| First Baptist Church | ||||||
| 450 SE Fairview St | Prineville | OR | 97754 | PC | Memorial | $50 |
| First United Church of Christ | ||||||
| 526 West Main St | Sugarcreek | OH | 44681 | PC | Community Outreach/Family Stability | $5,000 |
| FOOD BANK OF NORTHWEST INDIANA INC | ||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | PC | Family Stability | $5,000 |
| Foodbank of Northeast Georgia | ||||||
| 861 Newton Bridge Rd | Athens | GA | 30604 | PC | Employee Match | $52 |
| Foodshare | ||||||
| 450 Woodland Ave | Bloomfield | CT | 06002 | PC | Employee Match | $1,300 |
| FORT WAYNE URBAN LEAGUE INC | ||||||
| 2135 S HANNA ST | FORT WAYNE | IN | 46803 | PC | Family Stability | $138 |
| Franklin Cooperative Ministry | ||||||
| PO BOX 1214 | FRANKLIN | VA | 23851 | PC | Family Stability | $8,000 |
| Freestore Foodbank Inc | ||||||
| 1141 Central Pkwy | Cincinnati | OH | 45202 | PC | Employee Match | $90 |
| Friends of TN's Babies with Special Needs | ||||||
| PO Box 544 | Alcoa | TN | 37701 | PC | Family Stability | $8,000 |
| Fund for Our Economic Future | ||||||
| 4415 Euclid Ave Ste 203 | Cleveland | OH | 44103 | PC | Disaster Recovery, General Donation | $125,000 |
| Gamma Iota Sigma | ||||||
| PO Box 1744 | Powell | OH | 43065 | PC | Scholarship, Sponsorship | $17,500 |
| Girl Scouts of North East Ohio | ||||||
| One Girl Scout Way | Macedonia | OH | 44056 | PC | Dollars for Doers | $1,000 |
| GLEANERS COMMUNITY FOOD BANK INC | ||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | PC | Family Stability | $5,000 |
| GLOBAL OUTREACH INTERNATIONAL INC | ||||||
| PO BOX 1 | TUPELO | MS | 38802 | PC | Memorial | $76 |
| God's Pantry Food Bank Inc | ||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | PC | Family Stability | $5,000 |
| GOLDEN PERFORMING ARTS CENTER | ||||||
| 23233 Saticoy St 107 | West Hills | CA | 91304 | PC | Memorial | $50 |
| GOLDEN RETRIEVERS IN NEED RESCUE SVC INC | ||||||
| PO BOX 24365 | CLEVELAND | OH | 44124 | PC | Memorial | $51 |
| GRACE EVANGELICAL LUTHERAN CHURCH | ||||||
| 146 HIGH ST | WADSWORTH | OH | 44281 | PC | Memorial | $50 |
| GRAND RAPIDS URBAN LEAGUE INC | ||||||
| 745 EASTERN AVE SE | GRAND RAPIDS | MI | 49503 | PC | Family Stability | $40 |
| Great Lakes Community Action Partnership | ||||||
| 127 S FRONT ST | FREMONT | OH | 43420 | PC | Family Stability | $8,000 |
| Great Lakes Science Center | ||||||
| 601 Erieside Ave | Cleveland | OH | 44114 | PC | General donation | $250 |
| Greater Cleveland Food Bank Inc | ||||||
| 15500 S Waterloo Rd | Cleveland | OH | 44110 | PC | Employee Match, Family Stability | $8,039 |
| GREATER CLEVELAND SPORTS COMMISSION | ||||||
| 334 EUCLID AVE STE 100 | CLEVELAND | OH | 44114 | PC | General donation, Sponsorship | $37,653 |
| GREATER LANSING FOOD BANK | ||||||
| PO BOX 16224 | LANSING | MI | 48901 | PC | General donation | $100 |
| GREATER PHOENIX URBAN LEAGUE INC | ||||||
| 1402 S 7TH AVE | PHOENIX | AZ | 85007 | PC | Family Stability | $35 |
| Greater Stark County Urban League | ||||||
| 1400 SHERRICK RD SE | CANTON | OH | 44707 | PC | Family Stability | $5,240 |
| GREATER WARREN-YOUNGSTOWN URBAN LEAGUE INC | ||||||
| 290 W MARKET ST | WARREN | OH | 44481 | PC | Family Stability | $90 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||
| 322 W Lamar St | Americus | GA | 31709 | PC | Memorial | $51 |
| Habitat for Humanity of Greater Indianapolis Inc | ||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | PC | General donation | $6,000 |
| Habitat for Humanity of Medina County | ||||||
| 620 E Smith Road E-6A | Medina | OH | 44256 | PC | General donation | $10,000 |
| HABITAT FOR HUMANITY of NORTHEAST INDIANA | ||||||
| PO BOX 620 | AUBURN | IN | 46706 | PC | Memorial | $76 |
| Habitat for Humanity of Ohio | ||||||
| 88 E Broad St Ste 1800 | Columbus | OH | 43215 | PC | General donation | $7,500 |
| HABITAT FOR HUMANITY OF SUMMIT COUNTY INC | ||||||
| 2301 ROMIG RD | AKRON | OH | 44320 | PC | General donation | $20,000 |
| HAMOT HEALTH FOUNDATION | ||||||
| 302 FRENCH ST | ERIE | PA | 16507 | PC | Memorial | $76 |
| Hannah's Hope Ministries | ||||||
| 736 Upland Ave | Reading | PA | 19607 | PC | Family Stability | $8,000 |
| Harvard University | ||||||
| 1350 Massachusetts Ave | Cambridge | MA | 02138 | PC | Scholarship | $750 |
| HETRICK-MARTIN INSTITUTE INC | ||||||
| 2 ASTOR PLACE Flr 3 | NEW YORK | NY | 10003 | PC | Sponsorship | $1,250 |
| HOCKING-ATHENS PERRY COMMUNITY ACTION | ||||||
| 3 CARDARAS DR | GLOUSTER | OH | 45732 | PC | Family Stability | $5,000 |
| HOLY FAMILY HOME | ||||||
| 7801 DETROIT AVE | CLEVELAND | OH | 44102 | PC | Memorial | $51 |
| Homerville United Methodist Church | ||||||
| 9097 Spencer Rd | Homerville | OH | 44235 | PC | Memorial | $50 |
| Hospice & Community Care | ||||||
| 685 Good Drive | Lancaster | PA | 17604 | PC | Memorial | $51 |
| Hospice of Cincinnati Incorporated | ||||||
| 4360 Cooper Rd Suite 300 | Cincinnati | OH | 45242 | PC | Memorial | $51 |
| HOSPICE OF GUERNSEY INC | ||||||
| PO BOX 1165 | CAMBRIDGE | OH | 43725 | PC | Memorial | $76 |
| HOSPICE OF MEDINA COUNTY | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | PC | Memorial | $102 |
| Hospice of North Central Ohio Inc | ||||||
| 1050 Dauch Drive | Ashland | OH | 44805 | PC | Memorial | $51 |
| HOSPICE OF NORTHWEST OHIO | ||||||
| 30000 E RIVER RD | PERRYSBURG | OH | 43551 | PC | Memorial | $102 |
| Hospice of the Western Reserve Inc | ||||||
| 17876 St Clair Ave | Cleveland | OH | 44110 | PC | Memorial | $255 |
| House of Hope | ||||||
| 2484 SE Bonita St | Stuart | FL | 34997 | PC | Family Stability | $8,000 |
| Housing Research and Advocacy Center | ||||||
| 2728 Euclid Ave Ste 200 | Cleveland | OH | 44115 | PC | Family Stability | $10,000 |
| HOUSTON AREA URBAN LEAGUE INC | ||||||
| 1301 TEXAS AVE | HOUSTON | TX | 77002 | PC | Family Stability | $35 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | Employee Match | $250 |
| Howard Hanna Children's Free Care Fund | ||||||
| 119 Gamma Dr | Pittsburgh | PA | 15238 | PC | Family Stability | $5,000 |
| ideastream | ||||||
| 1375 Euclid Ave | Cleveland | OH | 44115 | PC | General donation | $20,000 |
| INDIANAPOLIS URBAN LEAGUE INC | ||||||
| 777 INDIANA AVE | INDIANAPOLIS | IN | 46202 | PC | Family Stability | $98 |
| Insurance Industry Charitable Fdn Inc | ||||||
| 1999 Ave of the Stars Ste 1100 | Los Angeles | CA | 90067 | PC | General donation, Sponsorship | $12,500 |
| INTER-FAITH FOOD SHUTTLE | ||||||
| 1001 BLAIR DR STE 120 | RALEIGH | NC | 27603 | PC | Disaster recovery | $5,000 |
| InVEST | ||||||
| 127 S Peyton St | Alexandria | VA | 22314 | PC | General donation | $20,000 |
| JACKSONVILLE URBAN LEAGUE INC | ||||||
| 903 W Union St | JACKSONVILLE | FL | 32204 | PC | Family Stability | $50 |
| JANESVILLE MATTERS | ||||||
| PO BOX 266 | JANESVILLE | MN | 56048 | PC | Memorial | $50 |
| JONI AND FRIENDS | ||||||
| PO BOX 3333 | AGOURA HILLS | CA | 91376 | PC | Dollars for Doers | $500 |
| Judi's House | ||||||
| 1741 Gaylord St | Denver | CO | 80206 | PC | Sponsorship | $3,325 |
| Julie Billiart Network | ||||||
| 4982 CLUBSIDE RD | LYNDHURST | OH | 44124 | PC | Family Stability | $5,000 |
| KNOXVILLE AREA URBAN LEAGUE | ||||||
| 1514 E 5th Ave | KNOXVILLE | TN | 37917 | PC | Family Stability | $50 |
| Lafayette United Methodist Church | ||||||
| 6201 Lafayette Rd | Medina | OH | 44256 | PC | Memorial | $50 |
| LANCASTER COUNTY AGRICULTURE COUNCIL | ||||||
| 1383 Arcadia Rd | Lancaster | PA | 17601 | PC | Sponsorship | $6,700 |
| Leapin' Outreach Center | ||||||
| 150 Court St | Marion | OH | 43302 | PC | Family Stability | $8,000 |
| Learn Tampa Bay | ||||||
| 202 W Reynolds St | Plant City | FL | 33563 | PC | Family Stability | $8,000 |
| LEE INITIATIVE INC | ||||||
| 613 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | PC | Disaster Recovery | $150,000 |
| Leo A Hoffmann Center Inc | ||||||
| 1715 Sheppard Dr | ST PETER | MN | 56082 | PC | Family Stability | $5,000 |
| LeRoy United Methodist Church | ||||||
| PO Box 327 | Westfield Center | OH | 44251 | PC | Memorial | $401 |
| Leukemia & Lymphoma Society | ||||||
| PO Box 772392 | Detroit | MI | 48277 | PC | Dollars for Doers, Sponsorship | $5,500 |
| Life Remodeled | ||||||
| 2470 Collingwood St | Detroit | MI | 48206 | PC | Family Stability | $8,000 |
| Lifecare Hospice | ||||||
| 1900 Akron Rd | Wooster | OH | 44691 | PC | Memorial | $151 |
| Little City Foundation | ||||||
| 1760 W Algonquin Rd | Palatine | IL | 60067 | PC | Family Stability | $5,000 |
| Lodi United Methodist Church Ohio | ||||||
| 320 Medina St | Lodi | OH | 44254 | PC | Memorial | $50 |
| LORAIN COUNTY URBAN LEAGUE INC | ||||||
| 200 Middle Ave Ste 200 | ELYRIA | OH | 44035 | PC | Family Stability | $390 |
| LORD'S PANTRY OF DOWNINGTOWN | ||||||
| 141 E LANCASTER AVE | DOWNINGTOWN | PA | 19335 | PC | Disaster relief | $2,500 |
| Lott Industries Inc | ||||||
| 3350 HILL AVE | TOLEDO | OH | 43607 | PC | Family Stability | $8,000 |
| LOUISVILLE URBAN LEAGUE | ||||||
| 1535 W BROADWAY | LOUISVILLE | KY | 40203 | PC | Family Stability | $285 |
| LOVE AKRON | ||||||
| 54 E MILL ST STE 302 | AKRON | OH | 44308 | PC | Sponsorship | $5,000 |
| Love INC of Greater Holmes County | ||||||
| PO BOX 144 | MILLERSBURG | OH | 44654 | PC | Family Stability | $8,000 |
| Lynch Family Foundation Ltd | ||||||
| PO Box 44 | Waucoma | IA | 52171 | PC | Sponsorship | $5,000 |
| Main Street Medina | ||||||
| 39 Public Sq Ste 305 | Medina | OH | 44256 | PC | Membership | $1,000 |
| Manuf Advocacy & Growth Network Inc (MAGNET) | ||||||
| 1768 E 25th St | Cleveland | OH | 44114 | PC | Capital Campaign | $50,000 |
| Maryland Food Bank | ||||||
| 2200 Halethorpe Farms Rd | Baltimore | MD | 21227 | PC | Family Stability | $10,000 |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | ||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | Memorial | $76 |
| Medina County 4-H Sheep Committee | ||||||
| 9728 Wooster Pike Rd | Seville | OH | 44273 | PC | Sponsorship | $1,250 |
| MEDINA COUNTY AGRICULTURAL SOCIETY | ||||||
| 720 W SMITH RD | MEDINA | OH | 44256 | PC | Sponsorship | $1,250 |
| MEDINA COUNTY ARTS COUNCIL INC | ||||||
| PO BOX 532 | MEDINA | OH | 44256 | PC | Sponsorship | $470 |
| Medina County Police Activities League | ||||||
| 555 Independence Dr | Medina | OH | 44256 | PC | General donation, Sponsorship | $9,400 |
| Medina County Sheriff's Office | ||||||
| 555 Independence Dr | Medina | OH | 44256 | GOV | Safety | $36,000 |
| MEDINA HOSPITAL FOUNDATION | ||||||
| 1000 E WASHINGTON ST | MEDINA | OH | 44256 | PC | General donation, Sponsorship | $7,500 |
| Meredith-Dunn School | ||||||
| 3023 Melbourne Ave | Louisville | KY | 40220 | PC | Family Stability | $5,000 |
| MIDDLE GEORGIA COMMUNITY FOOD BANK INC | ||||||
| 4490 OCMULGEE EAST BLVD | MACON | GA | 31217 | PC | Disaster recovery | $5,000 |
| Mid-Ohio Foodbank | ||||||
| 3960 Brookham Dr | Grove City | OH | 43123 | PC | Employee Match, General Donation | $2,463 |
| MID-WESTERN CHILDRENS HOME | ||||||
| PO BOX 48 | PLEASANT PLN | OH | 45162 | PC | Memorial | $51 |
| MIRACLE LEAGUE OF NORTHEAST OHIO | ||||||
| PO BOX 1966 | MEDINA | OH | 44258 | PC | Capital Campaign | $900 |
| Mississippi State University | ||||||
| PO Box 5227 | Mississippi State | MS | 39762 | PC | Scholarship | $1,500 |
| Mogadore Baptist Church | ||||||
| PO Box 126 | Mogadore | OH | 44312 | PC | Memorial | $50 |
| Mother To Mother | ||||||
| 5133 HARDING PIKE STE B10 C313 | NASHVILLE | TN | 37205 | PC | Family Stability | $8,000 |
| Musical Arts Association | ||||||
| 11001 Euclid Ave | Cleveland | OH | 44106 | PC | Sponsorship | $16,200 |
| NAMIC MUTUAL INSURANCE FOUNDATION | ||||||
| 3601 VINCENNES RD | INDIANAPOLIS | IN | 46268 | PC | Scholarship | $15,000 |
| NATIONAL ASSOC OF STATE EMS OFFICIALS | ||||||
| 201 PARK WASHINGTON CT | FALLS CHURCH | VA | 22046 | PC | Safety | $15,000 |
| NATIONAL DIVERSITY COUNCIL | ||||||
| PO BOX 590258 | HOUSTON | TX | 77259 | PC | Membership, Sponsorship | $11,000 |
| National Multiple Sclerosis Society | ||||||
| 6155 ROCKSIDE RD STE 202 | INDEPENDENCE | OH | 44131 | PC | Family Stability, Memorial | $5,051 |
| NATIONAL PANCREATIC CANCER FOUNDATION | ||||||
| PO BOX 1848 | LONGMONT | CO | 80502 | PC | Memorial | $51 |
| North Central WV Coalition for the Homeless Inc | ||||||
| PO Box 2022 | Clarksburg | WV | 26301 | PC | Family Stability | $8,000 |
| NORTHERN VIRGINIA URBAN LEAGUE INC | ||||||
| 1315 DUKE ST | ALEXANDRIA | VA | 22314 | PC | Family Stability | $285 |
| NorthField Church | ||||||
| 2100 NASHVILLE PIKE | GALLATIN | TN | 37066 | PC | Outreach | $8,000 |
| Ohio Northern University | ||||||
| Financial Aid Office 525 S Main St | Ada | OH | 45810 | PC | Scholarship | $1,500 |
| Ohio University | ||||||
| 020 Chubb Hall | Athens | OH | 45701 | PC | Scholarship | $1,500 |
| Old Man Rivers Mission | ||||||
| 703 PIKE ST | PARKERSBURG | WV | 26101 | PC | Family Stability | $5,000 |
| One Generation Away | ||||||
| 320 Premier Ct S | Franklin | TN | 37067 | PC | Family Stability | $5,000 |
| Operation Homes | ||||||
| PO Box 326 | Medina | OH | 44258 | PC | Family Stability | $8,000 |
| Osceola County Council on Aging Inc | ||||||
| 700 Generation Pt | Kissimmee | FL | 34744 | PC | Family Stability | $8,000 |
| OTTERBEIN UNIVERSITY | ||||||
| Attn Business Office | WESTERVILLE | OH | 43081 | PC | Scholarship | $1,500 |
| PANCREATIC CANCER ACTION NETWORK INC | ||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | PC | Memorial | $51 |
| Parkesburg POINT | ||||||
| PO BOX 731 | PARKESBURG | PA | 19365 | PC | Family Stability | $8,000 |
| PELOTONIA | ||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | PC | Sponsorship | $7,500 |
| Pennsylvania Home of the Sparrow | ||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | PC | Family Stability | $8,000 |
| PGA TOUR INC | ||||||
| 100 PGA TOUR BLVD | PONTE VEDRA | FL | 32082 | PC | Sponsorship | $215,000 |
| PHILABUNDANCE | ||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | PC | Disaster recovery, Employee Match | $5,250 |
| Philanthropy Ohio | ||||||
| 500 South Front St Ste 900 | Columbus | OH | 43215 | PC | Membership | $7,800 |
| PINELLAS COUNTY URBAN LEAGUE INC | ||||||
| 333 31ST ST N | ST PETERSBURG | FL | 33713 | PC | Family Stability | $40 |
| Playhouse Square Foundation | ||||||
| 1501 Euclid Ave Ste 200 | Cleveland | OH | 44115 | PC | General donation | $25,000 |
| Prevail | ||||||
| 1100 S 9th St | Noblesville | IN | 46060 | PC | Family Stability | $8,000 |
| PROJECT HELPING | ||||||
| 8100 E Arapahoe Rd Ste 303 | Centennial | CO | 80112 | PC | General donation | $200 |
| Promedica Foundation | ||||||
| 444 N Summit St | Toledo | OH | 43604 | PC | Sponsorship | $1,500 |
| PULMONARY HYPERTENSION ASSOCIATION INC | ||||||
| 8401 COLESVILLE RD STE 200 | SILVER SPRING | MD | 20910 | PC | General donation | $1,500 |
| Purdue University | ||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | PC | Scholarship | $2,250 |
| QUAD COUNTY URBAN LEAGUE INC | ||||||
| 1685 N FARNSWORTH AVE | AURORA | IL | 60505 | PC | Family Stability | $138 |
| Racquet Up Detroit | ||||||
| PO Box 11404 | Detroit | MI | 48211 | PC | Family Stability | $8,000 |
| RAILS TO TRAILS CONSERVANCY | ||||||
| 2121 WARD COURT NW 5TH FLR | WASHINGTON | DC | 20037 | PC | Memorial | $76 |
| RID-ALL FOUNDATION INC | ||||||
| 3751 PROSPECT AVE GARDEN STE | CLEVELAND | OH | 44115 | PC | Family Stability | $10,000 |
| RONALD MCDONALD HOUSE NEW YORK INC | ||||||
| 405 EAST 73RD ST | NEW YORK | NY | 10021 | PC | Sponsorship | $10,000 |
| Sacred Heart of Jesus Parish | ||||||
| 260 Broad St | Wadsworth | OH | 44281 | PC | Memorial | $50 |
| SAINT THERESE | ||||||
| 1660 HWY 100 S STE 103 | ST LOUIS PARK | MN | 55416 | PC | Memorial | $51 |
| Second Harvest Food Bank of East Central Indiana | ||||||
| 6621 N OLD SR 3 | MUNCIE | IN | 47303 | PC | Family Stability | $5,000 |
| SECOND HARVEST FOOD BANK OF EAST TENNESSEE | ||||||
| 136 HARVEST LN | MARYVILLE | TN | 37801 | PC | Employee Match | $130 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | ||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 28206 | PC | Employee Match | $130 |
| Second Harvest Food Bank of Middle Tennessee | ||||||
| 331 Great Circle Rd | Nashville | TN | 37228 | PC | Employee Match, Family Stability | $6,118 |
| Second Harvest Food Bank of North Central Ohio | ||||||
| 5510 Baumhart Rd | Lorain | OH | 44053 | PC | Employee Match | $1,035 |
| SECOND HARVEST FOOD BANK OF NORTHWEST PA | ||||||
| 1507 GRIMM DR | ERIE | PA | 16501 | PC | Employee Match | $50 |
| Second Harvest Heartland | ||||||
| 1140 Gervaise Ave | St Paul | MN | 55109 | PC | Employee Match | $399 |
| SEVILLE-GUILFORD FIRE ASSOCATION | ||||||
| 100 W GREENWICH RD | SEVILLE | OH | 44273 | PC | Safety, UTV - capital support | $9,300 |
| Shelby County United Way | ||||||
| 232 SOUTH OHIO AVE | SIDNEY | OH | 45365 | PC | Family Stability | $5,000 |
| SHENANGO VALLEY URBAN LEAGUE | ||||||
| 601 INDIANA AVE | FARRELL | PA | 16121 | PC | Family Stability | $68 |
| SIDE BY SIDE VA INC | ||||||
| PO BOX 5542 | RICHMOND | VA | 23220 | PC | General donation | $500 |
| Silver Spring Neighborhood Center | ||||||
| 5460 N 64TH ST | MILWAUKEE | WI | 53218 | PC | Family Stability | $8,000 |
| Society for Handicapped Citizens of Medina Cty Inc | ||||||
| 4283 Paradise Rd | Seville | OH | 44273 | PC | General donation | $2,500 |
| Spanish American Committee | ||||||
| 4407 Lorain Ave | Cleveland | OH | 44113 | PC | Family Stability, Sponsorship | $103,500 |
| ST FRANCIS XAVIER PARISH | ||||||
| 612 E WASHINGTON ST | MEDINA | OH | 44256 | PC | Memorial | $51 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | PC | Memorial | $255 |
| ST MARYS FOOD BANK ALLIANCE | ||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | PC | Employee Match | $520 |
| ST PETER'S JR HIGHHIGH SCHOOL | ||||||
| 104 W 1ST ST | MANSFIELD | OH | 44902 | PC | Dollars for Doers | $500 |
| St Augustine Church | ||||||
| 204 Sixth St NW | Barberton | OH | 44203 | PC | Memorial | $50 |
| St Emeric Church | ||||||
| 1860 W 22nd St | Cleveland | OH | 44113 | PC | Memorial | $50 |
| St Paul's Episcopal Church | ||||||
| PO Box 326 | Athens | TN | 37371 | PC | Community Outreach/Family Stability | $8,000 |
| St Vincent de Paul Society | ||||||
| 1263 Shannon Ave | Barberton | OH | 44203 | PC | Memorial | $50 |
| StarkFresh | ||||||
| 321 Cherry Ave NE | Canton | OH | 44702 | PC | Family Stability | $6,500 |
| STEWARTS CARING PLACE | ||||||
| 3501 RIDGE PARK DR | FAIRLAWN | OH | 44333 | PC | Sponsorship | $1,080 |
| Student Advocacy Center of Michigan | ||||||
| 124 PEARL ST STE 504 | YPSILANTI | MI | 48197 | PC | Family Stability | $8,000 |
| SUMMA HEALTH | ||||||
| 525 E Market St | AKRON | OH | 44304 | PC | Sponsorship | $1,108 |
| Team NEO Foundation | ||||||
| 1111 Superior Ave Ste 1600 | Cleveland | OH | 44114 | PC | General donation | $35,000 |
| TEMPLE UNIVERSITY | ||||||
| 1852 N 10TH ST TASB 08354 | PHILADELPHIA | PA | 19122 | PC | General donation | $250 |
| The Charles A Melton Arts & Education Center | ||||||
| 501 East Miner St | West Chester | PA | 19382 | PC | Family Stability | $8,000 |
| THE DIVERSITY CENTER OF NORTHEAST OHIO INC | ||||||
| 3659 GREEN RD STE 220 | CLEVELAND | OH | 44122 | PC | Sponsorship | $3,500 |
| The Fair Housing Center | ||||||
| 326 N Erie St | TOLEDO | OH | 43604 | PC | Family Stability | $10,000 |
| The Fort Wayne Rescue Mission Ministries Inc | ||||||
| 404 E Washington Blvd | FORT WAYNE | IN | 46802 | PC | Family Stability | $8,000 |
| The HealthCare Connection | ||||||
| 1401 Steffen Ave | Cincinnati | OH | 45215 | PC | Family Stability | $8,000 |
| The LeBron James Family Foundation | ||||||
| 3800 Embassy Pkwy Ste 360 | Akron | OH | 44333 | PC | Family Stability | $45,000 |
| The Lehigh Conference of Churches | ||||||
| 457 W ALLEN ST | ALLENTOWN | PA | 18102 | PC | Community Outreach/Family Stability | $5,000 |
| The Network for Better Futures | ||||||
| 813 N 5th St | Minneapolis | MN | 55401 | PC | Family Stability | $8,000 |
| The Ohio State University | ||||||
| Office of the Univ Bursar 2nd Flr | Columbus | OH | 43210 | PC | Scholarship | $1,500 |
| The Plexus Education Foundation Inc | ||||||
| PO Box 91697 | Cleveland | OH | 44101 | PC | General donation | $2,500 |
| The University of Akron Foundation | ||||||
| 302 Buchtel Mall | Akron | OH | 44325 | PC | Board support | $5,000 |
| THE URBAN LEAGUE OF GREATER CHATTANOOGA INC | ||||||
| 730 E ML King Blvd | CHATTANOOGA | TN | 37404 | PC | Family Stability | $100 |
| ThirdSpace Action Lab | ||||||
| 1464 E 105th St 302 | Cleveland | OH | 44106 | PC | Race Equity | $6,090 |
| TIDEWELL HOSPICE INC | ||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | PC | Memorial | $51 |
| Tinley Park United Methodist Church | ||||||
| 6875 W 173rd Pl | Tinley Park | IL | 60477 | PC | Memorial | $75 |
| Toledo Northwestern Ohio Food Bank | ||||||
| 24 East Woodruff Ave | Toledo | OH | 43604 | PC | Employee Match | $260 |
| Towards Employment Inc | ||||||
| 1255 Euclid Ave Ste 300 | Cleveland | OH | 44115 | PC | Family Stability | $30,500 |
| TRIANGLE BAPTIST CHURCH | ||||||
| 7156 HUNTER DR | CHIPPEWA LAKE | OH | 44215 | PC | Memorial | $50 |
| Tri-County Jobs for Ohio's Graduates | ||||||
| 1333 HOME AVE | AKRON | OH | 44310 | PC | Family Stability | $15,000 |
| UNC-CH | ||||||
| Univ Cashier Suite 2215 SASB Nort | Chapel Hill | NC | 27599 | PC | Scholarship | $3,000 |
| Union Gospel Mission Assoc of St Paul | ||||||
| 77 9th St E | Saint Paul | MN | 55101 | PC | Family Stability | $8,000 |
| United Black Fund of Greater Cleveland | ||||||
| 1621 Euclid Ave 1200 | Cleveland | OH | 44115 | PC | Family Stability | $30,000 |
| United Cerebral Palsy of Greater Cleveland | ||||||
| 10011 Euclid Avenue | Cleveland | OH | 44106 | PC | General donation | $10,000 |
| United Way of Ashland County Ohio Inc | ||||||
| 132 W Main St Lower Lvl | Ashland | OH | 44805 | PC | Employee Match | $130 |
| United Way of Central and Northeastern CT | ||||||
| 30 Laurel St | Hartford | CT | 06106 | PC | Employee Match | $1,248 |
| United Way of Central Ohio | ||||||
| 360 S Third St | Columbus | OH | 43215 | PC | Employee Match | $1,040 |
| United Way of Coastal Georgia | ||||||
| PO BOX 877 | BRUNSWICK | GA | 31521 | PC | Family Stability | $5,000 |
| UNITED WAY OF DELAWARE COUNTY INC | ||||||
| PO Box 319 | Delaware | OH | 43015 | PC | Employee Match | $100 |
| United Way of East Tennessee Highlands | ||||||
| 1907 N ROAN ST STE 409 | JOHNSON CITY | TN | 37601 | PC | Family Stability | $5,000 |
| United Way of Erie County | ||||||
| 420 West 6th St Ste 200 | Erie | PA | 16507 | PC | Employee Match | $50 |
| United Way of Greater Cleveland | ||||||
| 1331 Euclid Ave | Cleveland | OH | 44115 | PC | Employee Match | $1,090 |
| United Way of Greater Lorain County Inc | ||||||
| 642 Broadway Ave | Lorain | OH | 44052 | PC | Employee Match | $130 |
| United Way of Greater Stark County Inc | ||||||
| 401 Market Ave N Ste 300 | Canton | OH | 44702 | PC | Employee Match | $5,590 |
| United Way of Henry County | ||||||
| 611 N Perry St | Napoleon | OH | 43545 | PC | Family Stability | $5,000 |
| United Way of Jasper County | ||||||
| 312 1ST AVE W | NEWTON | IA | 50208 | PC | Family Stability | $5,000 |
| United Way of Kankakee & Iroquois Counties | ||||||
| PO BOX 1286 | KANKAKEE | IL | 60901 | PC | Family Stability | $5,000 |
| United Way of Lancaster County | ||||||
| 1910 Harrrington Dr Ste A | Lancaster | PA | 17601 | PC | Employee Match, Family Stability | $5,520 |
| United Way of Logan County Inc | ||||||
| 130 S MAIN ST STE 109 | BELLEFONTAINE | OH | 43311 | PC | Family Stability | $5,000 |
| United Way of Mesa County | ||||||
| PO Box 153 | Grand Junction | CO | 81502 | PC | Family Stability | $5,000 |
| United Way of North Central Ohio | ||||||
| 125 EXECUTIVE DR STE 100 | MARION | OH | 43302 | PC | Family Stability | $5,000 |
| United Way of Northern Shenandoah Valley | ||||||
| 329 N CAMERON ST STE 201 | WINCHESTER | VA | 22601 | PC | Family Stability | $5,000 |
| United Way of Pickaway County | ||||||
| PO BOX 292 | Circleville | OH | 43113 | PC | Family Stability | $5,000 |
| UNITED WAY OF RUTHERFORD AND CANNON COUNTIES | ||||||
| PO Box 330056 | MURFREESBORO | TN | 37133 | PC | Employee Match | $50 |
| UNITED WAY OF ST CLAIR COUNTY | ||||||
| 1723 MILITARY ST | PORT HURON | MI | 48060 | PC | Memorial | $76 |
| United Way of Summit & Medina | ||||||
| 37 N High St | Akron | OH | 44308 | PC | Dollars for Doers, Employee Match, General Donatio | $22,514 |
| United Way of Sumner County | ||||||
| 1531 Hunt Club Blvd Ste 110 | Gallatin | TN | 37066 | PC | Employee Match | $468 |
| United Way of the Bluegrass | ||||||
| 651 PERIMETER DR STE 510 | LEXINGTON | KY | 40517 | PC | Family Stability | $5,000 |
| United Way of Union County Inc | ||||||
| 648 Clymer Road Ste 120 | Marysville | OH | 43040 | PC | Employee Match | $70 |
| United Way of Wayne and Holmes Counties Inc | ||||||
| 215 S Walnut St | Wooster | OH | 44691 | PC | Employee Match | $2,600 |
| United Way of York County | ||||||
| 800 E King St | York | PA | 17403 | PC | Employee Match | $130 |
| University of Kentucky | ||||||
| 127 Funkhouser Bldg | Lexington | KY | 40506 | PC | Scholarship | $3,000 |
| UNIVERSITY OF ST THOMAS | ||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | PC | Scholarship | $6,000 |
| University of Wisconsin-Madison | ||||||
| 333 E Campus Mall 10501 | Madison | WI | 53715 | PC | Scholarship | $1,500 |
| URBAN LEAGUE OF CENTRAL CAROLINAS INC | ||||||
| 740 W 5th St | CHARLOTTE | NC | 28202 | PC | Family Stability | $35 |
| Urban League of Detroit & Southeastern MI | ||||||
| 208 MACK AVE | DETROIT | MI | 48201 | PC | Family Stability | $5,125 |
| URBAN LEAGUE OF GREATER CLEVELAND | ||||||
| 2930 PROSPECT AVE | CLEVELAND | OH | 44115 | PC | Small Business Stability, Family Stability | $80,435 |
| URBAN LEAGUE OF GREATER PITTSBURGH | ||||||
| 332 5TH AVE FLR 4 | PITTSBURGH | PA | 15222 | PC | Family Stability | $108 |
| URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO | ||||||
| 3458 READING RD | CINCINNATI | OH | 45229 | PC | Family Stability | $140 |
| URBAN LEAGUE OF HAMPTON ROADS INC | ||||||
| 7300 Newport Ave | NORFOLK | VA | 23505 | PC | Family Stability | $35 |
| URBAN LEAGUE OF HILLSBOROUGH COUNTY INC | ||||||
| PO BOX 130303 | TAMPA | FL | 33681 | PC | Family Stability | $25 |
| URBAN LEAGUE OF LEXINGTON-FAYETTE CO | ||||||
| 148 DEWEESE ST | LEXINGTON | KY | 40507 | PC | Family Stability | $85 |
| URBAN LEAGUE OF MIDDLE TENNESSEE | ||||||
| 50 Vantage Way Ste 201 | NASHVILLE | TN | 37228 | PC | Family Stability | $90 |
| URBAN LEAGUE OF PHILADELPHIA | ||||||
| 121 S BROAD ST FLR 6 | PHILADELPHIA | PA | 19107 | PC | Family Stability | $879 |
| URBAN LEAGUE OF SAN DIEGO COUNTY | ||||||
| 4305 UNIVERSITY AVE STE 360 | SAN DIEGO | CA | 92105 | PC | Family Stability | $25 |
| URBAN LEAGUE OF THE STATE OF ARKANSAS INC | ||||||
| 3805 W 12TH ST STE 205 | LITTLE ROCK | AR | 72204 | PC | Family Stability | $10 |
| URBAN LEAGUE OF THE UPSTATE | ||||||
| 15 REGENCY HILL DR | GREENVILLE | SC | 29607 | PC | Family Stability | $40 |
| URBAN LEAGUE TWIN CITIES | ||||||
| 2100 PLYMOUTH AVE N | MINNEAPOLIS | MN | 55411 | PC | Family Stability | $260 |
| Urban Mission Ministries Inc | ||||||
| 311 N 6th St | Steubenville | OH | 43952 | PC | Family Stability | $8,000 |
| USS CLEVELAND LEGACY FOUNDATION | ||||||
| 1001 LAKESIDE AVE E STE 1520 | CLEVELAND | OH | 44114 | PC | Endowment Support | $25,000 |
| WAYNE COUNTY HUMANE SOCIETY INC | ||||||
| 1161 MECHANICSBURG RD | WOOSTER | OH | 44691 | PC | Memorial | $51 |
| WAYNE STATE UNIVERSITY | ||||||
| Office of the Bursar Welcome Center | DETROIT | MI | 48202 | PC | Scholarship | $750 |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | Sponsorship | $4,150 |
| Westfield Employee Financial Hardship Fund | ||||||
| One Park Cir | Westfield Center | OH | 44251 | I | Disaster Recovery | $3,250 |
| Westfield Fire and Rescue | ||||||
| 8515 Virginia Drive | Westfield Center | OH | 44251 | PC | Safety | $46,800 |
| White Stone Quarry Baptist Church | ||||||
| 2764 Blue Level Rd | Bowling Green | KY | 42101 | PC | Memorial | $50 |
| WKSU | ||||||
| PO Box 5190 | Kent | OH | 44242 | PC | Disaster Recovery | $3,500 |
| Working In Neighborhoods | ||||||
| 1814 DREMAN AVE | CINCINNATI | OH | 45223 | PC | Family Stability | $8,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | PC | Memorial | $51 |
| YMCA of Springfield | ||||||
| 601 N 4th St | Springfield | IL | 62703 | PC | Family Stability | $6,500 |
| Young Men's Christian Association of Bucks County | ||||||
| 2500 Lower State Rd | Doylestown | PA | 18901 | PC | Family Stability | $6,500 |
| Youth Opportunities Unlimited (YOU) | ||||||
| 1228 Euclid Ave Ste 200 | Cleveland | OH | 44115 | PC | Family Stability | $80,000 |
| YWCA Carlisle & Cumberland County | ||||||
| 301 G St | Carlisle | PA | 17013 | PC | Family Stability | $8,000 |
| YWCA Greater Cleveland | ||||||
| 4019 Prospect Ave | Cleveland | OH | 44103 | PC | Sponsorship | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,234,102 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $635,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,727,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,362,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,362,594 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Change in NAICS Code | IdentifierTxt |
| Form And Line Reference | Form 990-T, Schedule A, Line C Regulation section 1.512(a)-6(b)(1) | FormAndLineReferenceDesc |
| Medium Explanation | The two-digit NAICS code previously reported (523900) on the Form 990-T related to income from qualifying partnerships interests was reported in error. The two digits NAICS code is being revised to 901101 in accordance with the 990-T filing instructions for 2021. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1 ETF | $1,074,195 | $1,074,195 |
| ISHARES - MSCI EAFE IDX FD | $2,938,069 | $2,938,069 |
| ISHARES - RUSSELL MIDCAP VALUE | $4,688,623 | $4,688,623 |
| ISHARES - RUSSLE MIDCAP GROWTH | $2,705,826 | $2,705,826 |
| ISHARES - RUSSELL 1000 VALUE | $4,656,867 | $4,656,867 |
| ISHARES - RUSSELL 1000 GROWTH | $3,069,957 | $3,069,957 |
| ISHARES - S&P SMALLCAP 600 VAL | $4,448,139 | $4,448,139 |
| ISHARES - S&P SMALLCAP 600 GRO | $2,529,491 | $2,529,491 |
| VANGUARD - EMERGING MKT ETF | $1,899,462 | $1,899,462 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,413,239 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,413,239 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP PARTNERS SMF III, LP | FMV | $5,110,190 | $5,110,190 |
| PACIFIC PVT EQTY OPP FD II, LP | FMV | $2,468,680 | $2,468,680 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Legal Fees | $2,696 | LegalFeesAmt |
| Net Investment Income | $2,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME - COMMON | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,488 | EOYBookValueAmt |
| EOYFMV | $6,488 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SOFTWARE EXPENSE | $30,961 | $0 | $0 | $30,961 |
| ADVERTISING | $6,928 | $0 | $0 | $6,928 |
| INSURANCE | $748 | $0 | $0 | $748 |
| BANK FEES | $375 | $375 | $0 | $0 |
| REGULATORY FEES | $200 | $0 | $0 | $200 |
| OFFICE EXPENSE | $153 | $0 | $0 | $153 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GoldPoint Ptrs Select Manager Fund III | $0 | -$7,519 | $0 |
| GoldPoint Ptrs Select Mgr Fund III AIV | $0 | $354 | $0 |
| Pacific Private Equity Opps Fund II | $0 | $7,934 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,057,927 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OHIO FARMERS | Desc |
| BOY Book Value | $38,738 | BOYBookValueAmt |
| EOY Book Value | $45,594 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $39,180 | Amt |
| Net Investment Income | $39,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $25,032 | $0 | $0 | $25,032 |
| FEDERAL TAXES | $48,467 | $0 | $0 | $0 |