2021-09-21T08:00:23-05:00 2020-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990PF 2020-01-01 346512852 EVANS CHARITABLE FOUNDATION PHYL 2164967313 2829 FOREST LANE WILLOUGHBY HILLS OH 440949109 ELINORE EVANS HOKE TRUSTEE 2164967313 2021-09-21 true JACOB J ZEHNDER P01564049 8445222059 2021-09-21 2020 2022-09-23 18:48:47Z X 852920 X 14738 8579 19948 28159 19948 0 5889 5889 40575 34416 0 0 0 0 0 0 8096 8096 0 0 206 145 0 0 0 0 0 0 0 200 200 8502 8241 0 200 40350 40350 48852 8241 0 40550 -8277 26175 0 18220 18201 18201 0 0 0 582356 574144 834715 4 4 600576 592349 852920 0 X 597110 592349 3466 600576 592349 600576 592349 600576 -8277 502 592801 452 592349 45. ISHARES TR S&P 500 INDEX FD 2010-09-01 2020-12-11 16407 4886 11521 11521 157. ISHARES TR RUSSELL MIDCAP INDEX FD 2010-09-01 2020-12-11 10458 3325 7133 7133 CAPITAL GAIN DIVIDENDS P 1294 CAPITAL GAIN DIVIDENDS P 1294 19948 364 0 364 0 364 343 0 0 343 0 21 0 0 false false false false false false false true true OH false false false false false true N/A PNC BANK NA 4129951769 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 false false false false true false false false false false false false false false false false false false false false false false ELINORE I EVANS 2829 FOREST LANE WILLOUGHBY HILLS OH 440949109 TRUSTEE 1 0 NONE 0 NONE 0 799390 0 0 799390 0 0 799390 11991 787399 39370 39370 364 364 39006 500 39506 0 39506 40550 0 0 0 0 40550 0 40550 39506 37978 0 0 0 0 0 0 0 40550 37978 0 0 2572 0 0 0 0 0 0 0 0 36934 0 0 0 0 0 0 0 0 X HATHAWAY BROWN SCHOOL 19600 NORTH PARK BLVD SHAKER HEIGHTS OH 44122 NONE PC GENERAL SUPPORT 3000 MASTERS SCHOOL PO BOX 94680 CLEVELAND OH 44101 NONE PC GENERAL SUPPORT 2000 MADEIRA FUND 8328 GEORGETOWN PLACE MCLEAN VA 22102 NONE PC GENERAL SUPPORT 1000 MERCADO GLOBAL 33 NASSAU AVENUE BROOKLYN NY 11222 NONE PC GENERAL SUPPORT 1000 FREEDOM IN CREATION 3220 DYE DRIVE FALLS CHURCH VA 22042 NONE PC GENERAL SUPPORT 2000 ALLIANCE FOR THE GREAT LAKES 17 NORTH STATE STREET CHICAGO IL 60602 NONE PC GENERAL SUPPORT 500 BOYS AND GIRLS CLUB OF CLEVELAND 6114 BROADWAY AVENUE CLEVELAND OH 44127 NONE PC GENERAL SUPPORT 1000 CLEVELAND BOTANICAL GARDEN 11030 EAST BLVD CLEVELAND OH 44106 NONE PC GENERAL SUPPORT 1000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 NONE PC GENERAL SUPPORT 1000 CLEVELAND PLAYHOUSE 1901 EAST 13TH STREET CLEVELAND OH 44114 NONE PC GENERAL SUPPORT 1500 CLEVELAND RAPE CRISIS CENTER 526 SUPERIOR AVENUE CLEVELAND OH 44114 NONE PC GENERAL SUPPORT 1500 CORNUCOPIA INSTITUTE PO BOX 126 CORNUCOPIA WI 54827 NONE PC GENERAL SUPPORT 1000 FRIENDS OF BREAKTHROUGH SCHOOLS 10118 HAMPDEN AVENUE CLEVELAND OH 44108 NONE PC GENERAL SUPPORT 1000 GREAT LAKES THEATER 1501 EUCLID AVENUE CLEVELAND OH 44115 NONE PC GENERAL SUPPORT 1000 HEROES VOICES 135 TERRA VISTA SAN FRANCISCO CA 94115 NONE PC GENERAL SUPPORT 500 IDEASTREAM 1375 EUCLID AVENUE CLEVELAND OH 44115 NONE PC GENERAL SUPPORT 2000 JFSA ASCENTIA PETER HOKE FUND 3659 SOUTH GREEN ROAD BEACHWOOD OH 44122 NONE PC GENERAL SUPPORT 1000 NATIONAL TROPICAL BOTANICAL GARDEN 4425 LAWAI ROAD KOLOG HI 96756 NONE PC GENERAL SUPPORT 500 OHIO ENVIRONMENTAL COUNCIL 1207 GRANDVIEW AVENUE COLUMBUS OH 43212 NONE PC GENERAL SUPPORT 1500 PLANNED PARENTHOOD FEDERATION 206 EAST STATE STREET COLUMBUS OH 43215 NONE PC GENERAL SUPPORT 1000 HOLDEN ARBORETUM 9550 SPERRY ROAD WILLOUGHBY OH 44094 NONE PC GENERAL SUPPORT 1000 VOCATIONAL GUIDANCE SERVICES 2239 EAST 55 STREET CLEVELAND OH 44115 NONE PC GENERAL SUPPORT 1000 WESTERN RESERVE LAND CONSERVANCY 3850 CHAGRIN RIVER ROAD MORELAND HILLS OH 44022 NONE PC GENERAL SUPPORT 1000 YOUTH OPPORTUNITIES UNLIMITED 1361 EUCLID AVENUE CLEVELAND OH 44115 NONE PC GENERAL SUPPORT 1500 CLEVELAND ORCHESTRA 11001 EUCLID AVENUE CLEVELAND OH 44106 NONE PC GENERAL SUPPORT 1000 RAINEY INSTITUTE 1705 EAST 55 STREET CLEVELAND OH 44105 NONE PC GENERAL SUPPORT 1000 RENEE JONES EMPOWERMENT CENTER PO BOX 609 PITTSBURGH PA 15230 NONE PC GENERAL SUPPORT 1000 THE MUSIC SETTLEMENT 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 NONE PC GENERAL SUPPORT 1000 CHARITY NAVIGATOR 139 HARRISTOWN ROAD GLEN ROCK NJ 07452 NONE PC GENERAL SUPPORT 100 SHAKER LAKES NATURE CENTER 2600 S PARK BLVD SHAKER HEIGHTS OH 44120 NONE PC GENERAL SUPPORT 500 NEIGHBORHOOD PETS OUTREACH & RESOURCE CENTER 3711 E 65TH STREET CLEVELAND OH 44105 NONE PC GENERAL SUPPORT 750 GREATER CLEVELAND FOOD BANK INC 15500 S WATERLOO RD CLEVELAND OH 44110 NONE PC GENERAL 1000 CLEVELAND BALLET 23030 MILES ROAD CLEVELAND OH 44128 NONE PC GENERAL SUPPORT 2000 THE NATURE CONSERVANCY PO BOX 440400 ST LOUIS MO 63144 NONE PC GENERAL 1000 TORCHLIGHT YOUTH MENTORING ALLIANCE 8 NORTH STATE STREET STE 360 PAINESVILLE OH 44077 NONE PC GENERAL SUPPORT 1500 40350 14 14738 18 19948 OTHER INCOME 14 5889 40575 40575 11 ACCUMULATED INSURANCE INCOME false false false false false false false false false false The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. MUTUAL FUNDS - FIXED MUTUAL FUNDS - EQUITY MASS MUTUAL INSURANCE AT COST 129596 129596 464287200 ISHARES CORE S&P 500 AT COST 67426 233117 464287226 ISHARES CORE US AGGR AT COST 28633 31320 464287234 ISHARES MSCI EMERGIN AT COST 9835 13228 464287465 ISHARES MSCI EAFE ET AT COST 72526 73981 464287499 ISHARES RUSSELL MID- AT COST 13449 43529 464287655 ISHARES RUSSELL 2000 AT COST 10123 25488 464288802 ISHARES MSCI USA ESG AT COST 49914 70977 921929204 VANGUARD OHIO TAX FR AT COST 192642 213479 XXX-XX-XXXX CONNECTICUT MUTUAL L 1 1 XXX-XX-XXXX CONNECTICUT MUTUAL L 1 1 XXX-XX-XXXX CONNECTICUT MUTUAL L 1 1 XXX-XX-XXXX CONNECTICUT MUTUAL L 1 1 2020 TRANSACTIONS POSTED IN 2021 452 STATE FILING FEES 200 0 200 ACCUMULATED INSURANCE INCOME 5889 5889 ROUNDING ADJUSTMENT 2 RECOVERY OF GRANTS 500 PNC AGENT FOR TRUSTEE FEES 8096 8096 FEDERAL ESTIMATES - PRINCIPAL 61 0 0 FOREIGN TAXES ON QUALIFIED FOR 135 135 0 FOREIGN TAXES ON NONQUALIFIED 10 10 0