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WESTFIELD INSURANCE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WESTFIELD INSURANCE FOUNDATION (EIN 20-3816760)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349104923
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T13:42:19-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 S Patterson BlvdAddressLine1Txt
CityDaytonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203816760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Westfield Insurance FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone3308878431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5001AddressLine1Txt
CityWestfieldCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKeith A Corbin IIPersonNm
Person TitleDirector, Tax AccountingPersonTitleTxt
Phone3308878431PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKaren O CrimPreparerPersonNm
PTINP00368385PTIN
Phone9372980201PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,645,305FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$696,350DividendsRevAndExpnssAmt
Dividends Net Invst Incm$748,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,397,867NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,397,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,965,146CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$125,342OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,094,217TotalRevAndExpnssAmt
Total Net Invst Incm$4,839,202TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$427,316OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$427,316OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$102,833PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$102,833PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,899LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,899LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$108,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$30,951TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,350DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$6,672TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,672TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,363OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$178,361OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,563OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$664,384TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$183,260TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$570,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,464,676ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,212,053ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,129,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$183,260TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,782,388TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,843ExcessRevenueOverExpensesAmt
Net Investment Income$4,655,942NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$448,533CashBOYAmt
Sav And Temp Cash Invst BOY$830,369SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,337,013SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,337,013SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$34,846,008OtherInvestmentsBOYAmt
Other Investments EOY$34,308,292OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,308,292OtherInvestmentsEOYFMVAmt
Other Assets BOY$583OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$36,125,493TotalAssetsBOYAmt
Total Assets EOY$35,645,305TotalAssetsEOYAmt
Total Assets EOYFMV$35,645,305TotalAssetsEOYFMVAmt
Accounts Payable BOY$25,000AccountsPayableBOYAmt
Accounts Payable EOY$11,334AccountsPayableEOYAmt
Grants Payable BOY$511,173GrantsPayableBOYAmt
Grants Payable EOY$763,797GrantsPayableEOYAmt
Other Liabilities BOY$42,645OtherLiabilitiesBOYAmt
Other Liabilities EOY$74,127OtherLiabilitiesEOYAmt
Total Liabilities BOY$578,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$849,258TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$35,546,675NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$34,796,047NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$35,546,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,796,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,125,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,645,305TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,546,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,843ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$35,511,832SubtotalAmt
Other Decreases$715,785OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$34,796,047TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$3,397,867$3,397,867$3,397,867
GP Part Sel Mngr Fund III AIV$34,241$34,241$34,241P
GP Part Sel Mngr Fund III$405,373$405,373$405,373P
Pacific Priv Eq Opp Fund II$127,665$127,665$127,665P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,965,146CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$64,718InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64,718SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64,718TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$129,073EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$129,073TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$64,355OverpaymentAmt
Applied To ES Tax$64,355AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WestfieldBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3308878431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5001AddressLine1Txt
CityWestfieldCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44251ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Edward Largent
PO Box 5001Westfield CenterOH44251Chair0.50$0$0$0
Frank Carrino
PO Box 5001Westfield CenterOH44251President1.00$0$0$0
Joseph Kohmann
PO Box 5001Westfield CenterOH44251Treasurer0.50$0$0$0
Jani Groza
PO Box 5001Westfield CenterOH44251Secretary15.00$0$0$0
Kathy Golovan
PO Box 5001Westfield CenterOH44251Director0.25$0$0$0
Jack Kuhn
PO Box 5001Westfield CenterOH44251Director0.25$0$0$0
Kristine Neate
PO Box 5001Westfield CenterOH44251Director0.25$0$0$0
Jennifer Palmieri
PO Box 5001Westfield CenterOH44251Director0.25$0$0$0
Stuart Rosenberg
PO Box 5001Westfield CenterOH44251Director0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,097,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,328,893AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,426,659TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,426,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$546,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,880,259NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,794,013MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,794,013MinimumInvestmentReturnAmt
Tax Based On Investment Income$64,718TaxBasedOnInvestmentIncomeAmt
Total Tax$64,718TotalTaxAmt
Distributable Before Adj$1,729,295DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,729,295DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,729,295DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,782,388ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,782,388QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,729,295DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,412,240ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,499,927ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,806,816ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,840,724ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,032,137ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,591,844TotalExcessDistributionCyovAmt
Qualifying Distributions$3,782,388QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,729,295AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,053,093RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,644,937TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,412,240ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,232,697ExcessDistriCyovToNextYrAmt
Excess From Year4$2,499,927ExcessFromYear4Amt
Excess From Year3$1,806,816ExcessFromYear3Amt
Excess From Year2$1,840,724ExcessFromYear2Amt
Excess From Year1$2,032,137ExcessFromYear1Amt
Excess From Current Year$2,053,093ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Westfield Insurance FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5001AddressLine1Txt
CityWestfield CenterCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44251ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3308878431RecipientPhoneNum
Recipient Email AddressJulieWisneski@westfieldgrp.comRecipientEmailAddressTxt
Form And Info And MaterialsApplicants 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 DeadlinesSubmissions are accepted at any time.SubmissionDeadlinesTxt
Restrictions On AwardsFunds are disbursed to organizations that are permissible within the Foundation's exempt purpose and existence under 501(c)(3), strategy, and eligible to receive contributinos according to applicable IRC Code sections and verification.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (287 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2Beta Inc
13078 Pheasant Haven CourtDraperUT84020PCGeneral operating support$500
4 the Children
129 County Road 250DurangoCO813018530PCGeneral operating support$5,500
Achievement Center for Children
4255 Northfield RoadHighland HillsOH441282811PCGeneral operating support$2,500
Adaptive Sports Program of Ohio
1720 Enterprise Parkway Suite CWoosterOH44691PCGeneral operating support$8,500
AG Community Relief
10434 Oak RoadOtisvilleMI484639632PCGeneral operating support$2,500
Akron Childrens Hospital Foundation
1 Perkins SquareAkronOH443081063PCGeneral operating support$86
Akron Urban League
440 Vernon OdomAkronOH44307PCGeneral operating support$79,917
Akron-Canton Regional Foodbank
350 Opportunity ParkwayAkronOH443072234PCGeneral operating support$48,050
Alleycats & Aristocats Inc
4017 Skyview DriveBrunswickOH442121240PCGeneral operating support$1,000
Alzheimer's Disease and Related Disorders Association
225 N Michigan Avenue 17th FloorChicagoIL60601PCMemorial Donation$53
America Scores Cleveland
3631 Perkins AvenueClevelandOH441144705PCGeneral operating support$2,073
American Cancer Society Inc
3380 Chastain Meadows Parkway NWKennesawGA30144PCMemorial Donation$79Suite 200
American Cancer Society Inc
3380 Chastain Meadows Parkway NWKennesawGA30144PCGeneral operating support$44,368Suite 200
American Heart Association (National)
1375 E 9 Suite 600ClevelandOH44114PCGeneral operating support$13,549
American Institute for Chartered Property Casualty Underwriters
720 Providence RoadMalvernPA19355PCInstitutes Development Fund Contribution$15,000
American Red Cross of Northeast Ohio
3747 Euclid AvenueClevelandOH44115PCGeneral operating support$75,000
American Red Cross
2825 Emerywood ParkwayRichmondVA23294PCGeneral operating support$9,500
Amyotrophic Lateral Sclerosis Assn
1300 Wilson Boulevard Suite 600ArlingtonVA222092335PCGeneral operating support$500
Atlanta Community Food Bank
3400 North Desert DriveAtlantaGA30344PCGeneral operating support$7,340
Autism Society
6110 Executive Boulevard Suite 305RockvilleMD20852PCGeneral operating support$20,500
Baltimore Urban League
512 Orchard StreetBaltimoreMD212011947PCGeneral operating support$650
Beans and Bread Resource Center
400 S Bond StreetBaltimoreMD21231PCGeneral operating support$9,500
Benjamin Rose Institute
11890 Fairhill RoadClevelandOH441201053PCGeneral operating support$500
Best Christmas Ever Inc
PO Box 439CloquetMN55720PCGeneral operating support$8,500
Bethany Lutheran Church
8 S Lincoln StreetBataviaIL60510PCSupport of Community Outreach programs$500
Better Days Community Outreach Services
218 Waltham StreetCalumet CityIL604095234PCGeneral operating support$250
Big Brothers Big Sisters of Summit Medina and Stark Counties Inc
50 South Main Street Suite LL 110AkronOH443081860PCGeneral operating support$2,340
Bobcat Community Closet
PO Box 124CrestonOH44217PCGeneral operating support$500
Boston College
140 Commonwealth AvenueChestnut HillMA02467PCCenter for Corporate Citizenship Membership$7,000
Bowling Green State University Foundation Inc
C/O BGSU Gift Processing 1851 NBowling GreenOH434030055PCGeneral operating support$5,000Research Drive
Bowling Green State University Foundation Inc
C/O BGSU Gift Processing 1851 NBowling GreenOH434030055PCInsurance & Risk Management Institute Membership$5,000Research Drive
Boy Scouts of America
1601 S Main StreetAkronOH443011664PCGeneral operating support$500
Buckeye Community Theatre
PO Box 315MedinaOH44258PCGeneral operating support$500
Business Volunteers Unlimited
1300 East 9th Street 1220ClevelandOH44114PCCivic Leadership Summit$4,770
Business Volunteers Unlimited
1300 East 9th Street 1220ClevelandOH44114PC2024 Board Contribution$5,000
Business Volunteers Unlimited
1300 East 9th Street 1220ClevelandOH44114PCMembership$725
Capital Area YMCA
431 Pennington AvenueTrentonNJ08618PCGeneral operating support$9,500
Case Western Reserve University
National Development C/O ChamoisClevelandOH441067008PCGeneral operating support$525Williams 10900 Euclid Ave
Cavaliers Youth Foundation
1 Center CourtClevelandOH441154001PCGeneral operating support$8,600
Cedar Creek Community Church
Attn Finance Dept 29129 Lime CityPerrysburgOH43551PCSupport of Community Outreach programs$500Road
Center for Disaster Philanthropy Inc
One Thomas Circle NW Suite 700WashingtonDC20005PCFlood Recovery Grant$500,000
Center for Disaster Philanthropy Inc
One Thomas Circle NW Suite 700WashingtonDC20005PCGeneral operating support$3,861
Central Illinois Memorial Kidney Fund
PO Box 235MortonIL61550PCGeneral operating support$500
Central Pennsylvania Food Bank
3908 Corey RoadHarrisburgPA17109PCGeneral operating support$1,075
Champaign County Casa
301 S Vine Street Lincoln SquareUrbanaIL61801PCGeneral operating support$7,500Mall Suite 201
CIA Officers Memorial Foundation
PO Box 405HerndonVA20172PCGeneral operating support$5,000
Citymeals-On-Wheels
355 Lexington Avenue Floor 3New YorkNY100176603PCGeneral operating support$250
Clark County Community Services Inc
30 Taylor AvenueWinchesterKY40391PCGeneral operating support$6,500
Cleveland Leadership Center
PO Box 23613ClevelandOH44023PCGeneral operating support$18,861
Cleveland Public Library Foundation
325 Superior AvenueClevelandOH44114PCGeneral operating support$3,000
Cleveland Rape Crisis Center
PO Box 933431ClevelandOH44193PCGeneral operating support$5,000
Cleveland State University Foundation
2121 Euclid Avenue Unit 501ClevelandOH44115PCGeneral operating support$2,500
Cloverleaf Education Foundation Inc
7571 Ryan RoadMedinaOH44256PCGeneral operating support$500
Cloverleaf Local School District
8525 Friendsville RoadLodiOH44254PC2024 Experienced-based learning opportunities$20,000
Cloverleaf Local School District
8525 Friendsville RoadLodiOH44254PC2024 Cloverleaf Safety City$5,000
Coleman Professional Services Inc aka Coleman Health Services
5982 Rhodes RoadKentOH442408100PCGeneral operating support$592
College Now Greater Cleveland
1500 West 3rd Street Suite 125ClevelandOH44113PCGeneral operating support$13,409
Columbus Urban League
788 Mount Vernon AvenueColumbusOH432031408PCGeneral operating support$338
Community Aids NetworkAkron Pride Initiative
759 W Market Street 1st FloorAkronOH443031015PCGeneral operating support$2,750
Community Food Bank of New Jersey Inc
31 Evans TerminalHillsideNJ072052400PCGeneral operating support$6,380
Community Hall Foundation Program Endowment aka Akron Civic Theatre
182 S Main StreetAkronOH443081316PCGeneral operating support$260
Connecticut Foodshare Inc
2 Research ParkwayWallingfordCT064921929PCGeneral operating support$950
Council on Foundations
2121 Crystal Drive Suite 700ArlingtonVA22202PCMembership$9,000
County Forward Fund Inc
144 N Broadway StreetMedinaOH442561974PCGeneral Operating Support$20,000
Covenant House California
1325 N Western AvenueLos AngelesCA900275615PCGeneral Operating Support$8,000
Covenant House Georgia Inc
1559 Johnson Road NWAtlantaGA303184017PCGeneral Operating Support$8,000
Covenant House Illinois Inc
2934 W Lake StreetChicagoIL606121924PCGeneral Operating Support$8,000
Covenant House
5 Penn Plaza 19th FloorNew YorkNY100011738PCGeneral Operating Support$26,250
Cradles to Crayons
30 Clipper RoadWest ConshohockenPA19428PCGeneral Operating Support$5,000
Credit Counseling Center
832 Second Street PikeRichboroPA189541098PCGeneral Operating Support$11,500
Creston Community Service Club
202 S Crestview DriveCrestonOH442179696PCGeneral Operating Support$1,500
CRS Gives Back Inc
9780 S Meridian Boulevard Suite 400EnglewoodCO80112PCGeneral Operating Support$11,500
Cups Cafe Incorporated
126 N Court StreetMedinaOH442561923PCGeneral Operating Support$2,000
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH441152833PCGeneral Operating Support$6,500
Dakota Ridge School PTA
4629 144th Street WApple ValleyMN55124PCGeneral operating support$500
Deb and Jeff Hansen Foundation
5034 Grand Ridge DriveWest Des MoinesIA50265PCGeneral operating support$3,500
Dickson County Help Center Inc
103 W College StreetDicksonTN370551935PCGeneral operating support$9,500
Eastern West Virginia Community Foundation
229 E Martin Street Suite 4MartinsburgWV254014304PCMemorial Donation$75
Economic Growth Foundation
1240 Huron Road E Suite 300ClevelandOH441151722PCGeneral operating support$14,500
Ehrbar Angels Foundation
11218 Essex CircleNorth RoyaltonOH44133PCGeneral operating support$1,000
Elizabethtown Community Housing & Outreach Services
105 East Washington StreetElizabethtownPA17022PCGeneral operating support$6,500
Ella Canavan PTO
825 Lawrence StreetMedinaOH442562809PCGeneral operating support$500
Etc All American Youth Show Choir Inc
1932 Akron Peninsula RoadAkronOH443134810PCGeneral operating support$500
Extended Housing Inc
270 E Main StreetPainesvilleOH44077PCGeneral operating support$5,500
Fairfax Renaissance Development Corporation
8111 Quincy Ave Suite 100ClevelandOH441042125PC2024 Adopt-A-Family$500
Fairfax Renaissance Development Corporation
8111 Quincy Ave Suite 100ClevelandOH441042125PCWorkforce Programming$40,000
Feeding America Tampa Bay Inc
3624 Causeway BoulevardTampaFL33619PCGeneral operating support$260
Feeding Medina County
650 W Smith Road C-8MedinaOH44256PCGeneral operating support$1,650
Female Strong
444 N Michigan Avenue Suite 3450ChicagoIL606113915PCGeneral operating support$3,087
Fill Ministries Inc
775 Sanders RoadCummingGA300415307PCGeneral operating support$5,000
Firelands Falcons Bst Inc
PO Box 95AmherstOH44001PCGeneral operating support$500
Focus on Ferals
7962 Clyde Park Avenue SWByron CenterMI493157912PCGeneral operating support$500
Food Bank for New York City
39 BroadwayNew YorkNY100063003PCGeneral operating support$5,000
Foodbank of Northeast Georgia
861 Newton Bridge Road PO Box 48857AthensGA30604PCGeneral operating support$26
Forever Amber Acres Animal Sanctuary
1133 Granger RoadMedinaOH442568478PCGeneral operating support$1,000
Foster Love - Together We Rise
560 W Lambert RoadBreaCA928213914PCGeneral operating support$2,300
Found House Interfaith Housing Network
990 Nassau StreetCincinnatiOH45206PCGeneral operating support$7,500
Franklin Road Baptist Church
51 N Franklin RoadIndianapolisIN462195207PCMemorial Donation$75
Friends of Medina County Parks Inc
6364 Deerview LaneMedinaOH442568008PCCapital Campaign support$50,000
Fund for Our Economic Future
4415 Euclid Avenue Suite 203ClevelandOH44103PCGeneral operating support$40,000
Gamma Iota Sigma
PO Box 1744PowellOH43065PCGeneral operating support$30,000
Garaway Local Schools
146 Dover Road NWSugarcreekOH44681PCGeneral operating support$5,500
Genesis Youth Crisis Center
192 Safe HavenClarksburgWV26301PCGeneral operating support$5,500
Girl Scouts of North East Ohio
One Girl Scout WayMacedoniaOH44056PCGeneral operating support$500
Gods Love We Deliver Inc
166 Avenue of the AmericasNew YorkNY100131207PCGeneral operating support$5,000
Good News Mountaineer Garage
1637 4th AvenueCharlestonWV253872413PCGeneral operating support$7,500
Goodwill Industries of Central Ohio Inc
671 South High Street 800ColumbusOH43206PCGeneral operating support$3,180
Great Lakes Science Center
601 Erieside AvenueClevelandOH44114PCGeneral operating support$250
Greater Chicago Food Depository aka Food Depository
4100 W Ann Lurie PlaceChicagoIL606322692PCGeneral operating support$6,300
Greater Cleveland Food Bank Inc
13815 Coit RoadClevelandOH44110PCGeneral operating support$5,130
Greater Cleveland Sports Commission
334 Euclid Avenue Suite 100ClevelandOH441142207PCGeneral operating support$24,750
Greater Stark County Urban League
PO Box 9463CantonOH44711PCGeneral operating support$208
Grove City College
Attn Financial Aid Office 100Grove CityPA161272104PCScholarship$1,500Campus Drive
Habitat for Humanity of Medina County
620 E Smith Road E-6AMedinaOH44256PCGeneral operating support$907
Habitat for Humanity of Ohio
88 E Broad Street Suite 1800ColumbusOH43215PCGeneral operating support$7,500
Habitat for Humanity of Summit County Inc
2301 Romig RoadAkronOH443203824PCGeneral operating support$15,000
Harvest Hope Food Bank
PO Box 451ColumbiaSC29202PCGeneral operating support$260
Haven Homes of Detroit
405 N Dean StreetCentrevilleMI49032PCGeneral operating support$9,500
Healing Saddles Inc
26514 N Desert Sky RoadFlorenceAZ85132PCGeneral operating support$4,500
Homes of Hope
705 E Lincoln Street Suite 313NormalIL617616406PCGeneral operating support$6,500
Honey Brook Food Pantry Inc
5064 Horseshoe PikeHoney BrookPA19344PCGeneral operating support$7,500
Hope Bridge Inc
PO Box 205HartvilleOH44632PCGeneral operating support$7,500
Hope for Her Florida Inc
140 Yarbrough RoadBrandonFL33510PCGeneral operating support$10,500
Hope Recovery Community Inc
200 Highland DriveMedinaOH442563119PCGeneral operating support$700
Hope United Inc
222 S Main StreetThree RiversMI490931624PCGeneral operating support$7,500
Hospice of The Western Reserve Inc
17876 St Clair AvenueClevelandOH44110PCMemorial Donation$2,588
Housing Research and Advocacy Center
2728 Euclid Avenue Suite 200ClevelandOH44115PCGeneral operating support$10,000
Houston Food Bank
535 Portwall StreetHoustonTX77029PCGeneral operating support$520
Howard Hanna Children'S Free Care Fund
119 Gamma DrivePittsburghPA15238PCGeneral operating support$8,500
Ideastream
1375 Euclid AvenueClevelandOH44115PCGeneral operating support$20,000
Imagine A Center for Coping With Loss
244 Sheffield StreetMountainsideNJ070922324PCGeneral operating support$2,500
Impact60 Inc
PO Box 640MarysvilleOH43040PCGeneral operating support$8,500
Insurance Industry Charitable Foundation Inc
1999 Avenue of the Stars Suite 1100Los AngelesCA90067PCGeneral operating support$9,420
Insure Equality
540 North Dearborn 10410ChicagoIL60610PCGeneral operating support$3,500
Jacksonville Urban League Inc
903 W Union StreetJacksonvilleFL322041161PCGeneral operating support$520
Kidney Foundation of Ohio Inc
2831 Prospect Avenue EClevelandOH441152606PCMemorial Donation$52
Leadership Medina County
23 Public Square Suite 220MedinaOH44256PCGeneral operating support$30,000
Leadership Ohio
450 N Brice Road Unit 677BlacklickOH430041537PCGeneral operating support$500
Leroy United Methodist Church
PO Box 327 7 Park CircleWestfield CenterOH44251PCAmerican Flag Display$360
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573PCGeneral operating support$500
Lighthouse Ministries Florence SC
PO Box 6801FlorenceSC29502PCGeneral operating support$7,500
Little City Foundation
1760 W Algonquin RoadPalatineIL60067PCGeneral operating support$5,500
Little League Baseball Inc
PO Box 1134WoosterOH446917082PCGeneral operating support$500
Little Sparks Project Inc
594 Clapboardtree StreetWestwoodMA020902509PCGeneral operating support$1,000
Los Angeles Regional Food Bank aka Los Angeles Food BankLA Foodbank
1734 E 41st StreetLos AngelesCA900581502PCGeneral operating support$5,650
Love Akron
54 E Mill Street Suite 302AkronOH443081438PCGeneral operating support$2,260
Lucky Tales Rescue Inc
PO Box 315Ft ThomasKY41075PCGeneral operating support$500
Lutheran Outdoor Ministries in Ohio aka LOMO
2790 State Route 61MarengoOH43334PCGeneral operating support$500
Main Street Medina
39 Public Square Suite 305MedinaOH44256PCGeneral operating support$1,000
Matthew 25 Ministries Inc
11060 Kenwood RoadBlue AshOH452421816PCGeneral operating support$11,500
Medina County Agricultural Society
720 W Smith RoadMedinaOH442562423PCJr. Livestock Fair$3,200
Medina County Health Department
4800 Ledgewood DriveMedinaOH44256PCGeneral operating support$1,000
Medina County Police Activities League
555 Independence DriveMedinaOH44256PCGeneral operating support$1,250
Medina County Senior & Adult Foundation
246 Northland Drive Suite G20MedinaOH442563440PCGeneral operating support$4,125
Medina High School
739 Weymouth RoadMedinaOH44256PCGeneral operating support$500
Medina Hospital Foundation
1000 E Washington StreetMedinaOH442562170PCGeneral operating support$20,000
Medina Presbyterian Church
5020 Burgundy Bay BoulevardMedinaOH442568227PCMedina Personal Care Pantry$1,500
Medina Presbyterian Church
5020 Burgundy Bay BoulevardMedinaOH442568227PCHeadstart Shoebox Program$1,000
Medina Rugby Inc
6169 Stone RoadMedinaOH442567701PCGeneral operating support$500
Meredith-Dunn School
3023 Melbourne AvenueLouisvilleKY40220PCGeneral operating support$5,500
Miami University
Payment CenterOxfordOH45056PCScholarship$1,500
Miami Valley Council Boy Scouts of America
7285 Poe AvenueDaytonOH454142560PCGeneral operating support$250
Middletown Community Foundation
300 North Main StreetMiddletownOH450421900PCMemorial Donation$77
Mid-Ohio Foodbank
3960 Brookham DriveGrove CityOH43123PCGeneral operating support$1,612
Minneapolis Recreation Development Inc
7220 York Avenue S 610EdinaMN55435PCGeneral operating support$2,500
Mom's House Inc of Toledo
2505 Franklin AvenueToledoOH43560PCGeneral operating support$11,500
Mosaic Christian Community Development Association
1804 M-139Benton HarborMI49022PCSupport of Community Outreach programs$9,500
Mothers Against Drunk Driving
3309 Robbins Road 186SpringfieldIL62704PCGeneral operating support$9,500
Musical Arts Association
11001 Euclid AvenueClevelandOH44106PCGeneral operating support$15,000
Nami of Lorain County
6125 S BroadwayLorainOH440533884PCGeneral operating support$500
National Neutropenia Network Inc
PO Box 9012HuntingtonWV25704PCGeneral operating support$500
Neighbors Inc
222 Grand AvenueSouth Saint PaulMN550752089PCMemorial Donation$52
New Hope Ministries Inc
99 W Church StreetDillsburgPA170191231PCGeneral operating support$8,500
Next Step Up Inc
120 W Washington Street Suite 1-LMedinaOH442562232PCGeneral operating support$25,000
NGBSA Inc
PO Box 793SuwaneeGA300240793PCGeneral operating support$500
North Coast Gnarwhals
3126 Fixler RoadMedinaOH44256PCGeneral operating support$500
North Foundation Inc
555 High StreetWadsworthOH442811685PCGeneral operating support$500
North Fulton Community Charities Inc
11270 Elkins RoadRoswellGA300761201PCGeneral operating support$8,000
Ohio Chamber of Commerce Research Foundation Inc
34 S Third Street Suite 100ColumbusOH43201PCEmergency Relief Fund$24,000
Ohio Chamber of Commerce Research Foundation Inc
34 S Third Street Suite 100ColumbusOH43201PCGeneral operating support$8,400
Ohio Divas for HBCUS
36790 Broadstone DriveSolonOH441395689PCGeneral operating support$1,900
Ohio Minority Supplier Development Council
6956 E Broad Street 310ColumbusOH43213PCGeneral operating support$3,000
Open Doors Inc aka Open Doors Academy
1427 E 36th Street Suite 4206A BldgClevelandOH441144170PCGeneral operating support$4,13342 6th Floor
Opportunity House
430 N 2nd StreetReadingPA196012738PCGeneral operating support$9,500
Orrville United Way Inc
135 N Main StreetOrrvilleOH44667PCGeneral operating support$390
Our Lady of America Ministries
PO Box 498561CincinnatiOH45249PCGeneral operating support$6,500
Outsupport Inc
PO Box 1728MedinaOH44258PCGeneral operating support$715
Oviedo High School Athletic Booster Club Inc
601 King StreetOviedoFL327658106PCGeneral operating support$500
Parents Families and Friends of Lesbians and Gays Inc
PO Box 5471AkronOH44334PCGeneral operating support$250
Partners In Hope
180 E Race StreetTroyOH45373PCGeneral operating support$7,500
Peace House Inc
700 Round Valley Drive Suite 115Park CityUT840607609PCGeneral operating support$250
PGA Tour Inc
100 PGA Tour BoulevardPonte VedraFL320823046PCAkron-Canton Regional Foodbank General operating support support$100,000
Philabundance
3616 S Galloway StreetPhiladelphiaPA191485402PCGeneral operating support$260
Philanthropy Ohio
500 South Front Street Suite 900ColumbusOH432157628PCMembership$7,000
Playhouse Square Foundation
1501 Euclid Avenue Suite 200ClevelandOH44115PCGeneral operating support$22,500
Pleasant View Retirement Community
544 N Penryn RoadManheimPA175458562PCGeneral operating support$500
Potter Childrens Home and Family Ministries Inc
2350 Nashville RoadBowling GreenKY42101PCGeneral operating support$1,000
Project Learn of Medina County
105 W Liberty StreetMedinaOH442562215PCGeneral operating support$7,500
Promoting Animal Welfare Society for The Wayne County Dog Shelter
5694 Burbank RoadWoosterOH446919009PCGeneral operating support$1,000
Purdue University
Outside AwardsWest LafayetteIN479072040PCScholarship$1,500
Pymatuning Valley School District
5571 US Route 6 WAndoverOH44003GOVSteve Urchek Memorial Scholarship$1,000
Replay for Kids
600 W Sturbridge DriveMedinaOH44256PCGeneral operating support$1,000
Rise Against Hunger
4801 Glenwood Avenue Suite 200RaleighNC276123857PCGeneral operating support$38,963
Rotary Camp for Children With Special Needs Inc
4460 Rex Lake DriveAkronOH44319PCGeneral operating support$2,500
Running2Bwell
3644 Mark Dale DriveWadsworthOH442818341PCGeneral operating support$500
Rutledge Youth Foundation
151 N Bruns LaneSpringfieldIL62702PCGeneral operating support$5,500
Safe Berks
255 Chestnut StreetReadingPA19602PCGeneral operating support$5,500
Samaritans Purse
PO Box 3000BooneNC286073000PCGeneral operating support$2,500
Sanctuary Collective
1195 Sullivant AvenueColumbusOH43223PCGeneral operating support$8,500
Second Harvest Food Bank of Middle Tennessee
Martin Distribution Center 331NashvilleTN37228PCGeneral operating support$390Great Circle Road
Second Harvest Food Bank of North Central Ohio
5510 Baumhart RoadLorainOH44053PCGeneral operating support$780
Second Harvest Food Bank of Northwest Pennsylvania
1507 Grimm DriveEriePA165011580PCGeneral operating support$52
Second Harvest Heartland
7101 Winnetka Avenue NBrooklyn ParkMN55428PCGeneral operating support$299
Shelby County Family and Children First Council
1200 Childrens Home RoadSidneyOH45365GOVGeneral operating support$4,500
Shenango Valley Urban League
601 Indiana AvenueFarrellPA161211759PCGeneral operating support$52
Sister Circle Medina Inc
PO Box 1072MedinaOH442581072PCJuneteenth Celebration$2,000
Smart Development
3538 W 140th StreetClevelandOH44111PCGeneral operating support$75,000
SO Medina County Sports Booster
4691 Windfall RoadMedinaOH442568705PCGeneral operating support$5,000
South Street Ministries Inc
798 Grant StreetAkronOH44311PCGeneral operating support$500
Southeast Missouri State University
Attn Student Financial Services 1Cape GirardeauMO63701PCScholarship$1,500University Plaza
Spark Medina
514 S Court StreetMedinaOH442562612PCGeneral operating support$500
St Jude Childrens Research Hospital Inc
262 Danny Thomas PlaceMemphisTN381053678PCGeneral operating support$2,500
Stephen Siller Tunnel To Towers Foundation
2361 Hylan BoulevardStaten IslandNY103063159PCGeneral operating support$775
Surety Foundation Incorporated
1140 19th Street NW Suite 500WashingtonDC200366617PCSurety & Fidelity Industry Intern & Scholarship Program$5,000
Team NEO Foundation
1111 Superior Avenue Suite 1600ClevelandOH44114PCGeneral operating support$60,000
Temple University
1852 N 10th Street Tasb 08354PhiladelphiaPA191226023PCScholarship$1,750
Templo Jesucristo Fuente De Vida Eterna Inc
563 N Belle Vista AvenueYoungstownOH44509PCCommunity Support$5,000
The City Club of Cleveland
850 Euclid Avenue 2nd FloorClevelandOH441143306PCMembership$2,750
The Diversity Center of Northeast Ohio Inc
3659 Green Road Suite 220ClevelandOH44122PCGeneral operating support$3,500
The Fair Housing Center
326 N Erie StreetToledoOH43604PCGeneral operating support$10,000
The Fort Wayne Rescue Mission Ministries Inc
404 E Washington BoulevardFort WayneIN46802PCGeneral operating support$7,500
The Grace House In Athens
PO Box 6AthensTN37371PCGeneral operating support$6,500
The Heimerdinger Foundation
430 B East Iris DriveNashvilleTN37204PCGeneral operating support$5,500
The Luzerne Foundation
34 South River StreetWilkesBarrePA18702PCMiles for Michael General operating support support$3,500
The Ohio State University
281 W Lane AvenueColumbusOH43210PCScholarship$1,500
The Salvation Army
440 West Nyack RoadWest NyackNY10994PCWadsworth Capital Campaign$7,500
The Spanish American Committee
4407 Lorain AvenueClevelandOH44113PCGeneral operating support$77,000
The University of Iowa
UI Service Center UniversityIowa CityIA52242PCScholarship$1,500Billing 2700 University Capitol Cen
The Victory Center
3166 N Republic BoulevardToledoOH436151507PCGeneral operating support$4,500
The Way Station Inc
769 Springfield RoadColumbianaOH444089456PCGeneral operating support$10,500
Tikkun Farm
7945 Elizabeth StreetCincinnatiOH45231PCGeneral operating support$6,500
Towards Employment Inc
3301 St Clair AvenueClevelandOH44114PCGeneral operating support$3,543
Truro Township Firefighters Association
6900 E Main StreetReynoldsburgOH430682250PCGeneral operating support$1,000
US Department of Veterans Affairs
810 Vermont Avenue NWWashingtonDC20420GOVMemorial Donation$51
Union Gospel Mission Assoc of St Paul
376 Western Avenue NSaint PaulMN55103PCGeneral operating support$9,500
Unitarian Universalist Church of Akron
3300 Morewood RoadFairlawnOH443333459PCSupport of Community Outreach programs$500
United Black Fund of Greater Cleveland
1621 Euclid Avenue 1200ClevelandOH44115PCGeneral operating support$9,500
United Cerebral Palsy of Greater Cleveland
Iris S and Bert L Wolstein CenterClevelandOH44106PCGeneral operating support$12,50010011 Euclid Avenue
United Fund of Surry
PO Box 409Mount AiryNC270300409PCGeneral operating support$10,500
United Way of Bergen County
6 Forest Avenue Suite 220ParamusNJ076525245PCGeneral operating support$130
United Way of Central and Northeastern Connecticut
30 Laurel StreetHartfordCT06106PCGeneral operating support$1,326
United Way of Central Iowa
1111 9th Street Suite 100Des MoinesIA503142527PCGeneral operating support$260
United Way of Central Minnesota
921 1st Street N Suite 200Saint CloudMN56303PCGeneral operating support$8,500
United Way of Central Ohio
PO Box 951571ClevelendOH44193PCGeneral operating support$3,250
United Way of Erie County
650 East Avenue Suite 200EriePA165031535PCGeneral operating support$52
United Way of Greater Cleveland
Attn Donor Records 1331 EuclidClevelandOH44115PCGeneral operating support$1,040Avenue
United Way of Greater Lorain County Inc
642 Broadway AvenueLorainOH44052PCGeneral operating support$130
United Way of Greater Stark County Inc
401 Market Avenue N Suite 300CantonOH44702PCGeneral operating support$2,080
United Way of Lancaster County
1910 Harrington Drive Suite ALancasterPA17601PCGeneral operating support$520
United Way of Logan County Inc
130 S Main Street Suite 109BellefontaineOH433112042PCGeneral operating support$2,500
United Way of Summit and Medina
37 North High StreetAkronOH44308PCGeneral operating support$71,210
United Way of Summit and Medina
37 North High StreetAkronOH44308PCSupport to maintain Financial Empowerment Coach$75,000
United Way of Sumner County
1531 Hunt Club BoulevardGallatinTN37066PCGeneral operating support$11,890
United Way of The Greater Lehigh Valley
1110 American Parkway NE SuiteAllentownPA181099117PCGeneral operating support$260F-120
United Way of The National Capital Area
8614 Westwood Center Drive SuiteViennaVA22182PCGeneral operating support$592300
United Way of The Virginia Peninsula
101 York Crossing RoadYorktownVA236922737PCGeneral operating support$1,300
United Way of Union County Inc
648 Clymer Road Suite 313MarysvilleOH43040PCGeneral operating support$130
United Way of Wayne and Holmes Counties Inc
215 South Walnut StreetWoosterOH44691PCGeneral operating support$130
United Way of York County
140 East Market StreetYorkPA17401PCGeneral operating support$780
University Hospitals Health System Inc
11100 Euclid AvenueClevelandOH44106PCGeneral operating support$1,400
University of Mount Union
Attn Business Office 1972 ClarkAllianceOH446013929PCScholarship$1,500Avenue
Urban League of Greater Cleveland
2930 Prospect AvenueClevelandOH441152608PCGeneral operating support$2,080
Urban League of Middle Tennessee
50 Vantage Way Suite 201NashvilleTN37228PCGeneral operating support$390
Urban League of Philadelphia
Two Penn Center 1500 John F KennedyPhiladelphiaPA19102PCGeneral operating support$910Boulevard Suite 1910
Urban League of Union County Inc
1139 East Jersey Street Suite 515ElizabethNJ07201PCGeneral operating support$1,300
Urban League Twin Cities
2100 Plymouth Avenue NMinneapolisMN554113675PCGeneral operating support$650
Village of Westfield Center
6701 Greenwich Road PO Box 750Westfield CenterOH44251GOVWestfield Center Holiday Lighting Ceremony$1,600
Wadsworth Fish Organization
150 College StreetWadsworthOH442811534PCGeneral operating support$5,500
Walter Kidder Parent Teacher Guild
3650 Grafton RoadBrunswickOH442121804PCGeneral operating support$500
Westbrook Health Services
2121 7th StreetParkersburgWV261013803PCGeneral operating support$5,500
Westfield Fire and Rescue
PO Box 886 8515 Virginia DriveWestfield CenterOH44251PCCapital Needs$50,000
Westside Community Center
430 Hannum AvenueWest ChesterPA19380PCGeneral operating support$7,500
William Way LGBT Community Center
1315 Spruce StreetPhiladelphiaPA19107PCGeneral operating support$6,500
Wreaths Across America
4 Point StreetColumbia FallsME04623PCGeneral operating support$499
YMCA of Central Ohio
440 Nicholas DriveCirclevilleOH43113PCGeneral operating support$7,500
Youth Opportunities Unlimited
The Halle Building 1228 EuclidClevelandOH441151827PCGeneral operating support$4,640Avenue Suite 200
YWCA Greater Cleveland
4019 Prospect AvenueClevelandOH44103PCGeneral operating support$11,660
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,694,357TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
College Now Greater Cleveland
1500 West 3rd Street Suite 125ClevelandOH44113PCCollege Now Adult Programs & Services$60,000
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH441152833PCWomen in Transition & Food Pantries$50,000
Economic Growth Foundation
1240 Huron Road E Suite 300ClevelandOH441151722PCCapacity Campaign$225,000
Passages Connecting Fathers and Sons Inc
4600 Carnegie AvenueClevelandOH44103PCGeneral Operating Support$33,000
The Phe'Be Foundation
3401 Enterprise Parkway SuiteBeachwoodOH44122PCGeneral operating support$60,000340-50
Towards Employment Inc
3301 St Clair AvenueClevelandOH44114PCGeneral operating support and Capacity Building$150,000
Ubiz Venture Capital
2930 Prospect AvenueClevelandOH44115PCGeneral operating support$75,000
Youth Opportunities Unlimited
The Halle Building 1228 EuclidClevelandOH441151827PCY.O.U. School Based Programs, General operating support$75,000Avenue Suite 200
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$728,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$696,350ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,397,867ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,094,217ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,094,217TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationThe Ohio Attorney General does not require nor will it accept a copy of Form 990-PF. The required Ohio Annual Report has been filed by the foundation.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
TIPS BD FD ETFFMV$679,789$679,789
IBOXX $ INVT GRADE CORP BD ETFFMV$2,897,715$2,897,715
7-10 YR TREAS BD ETFFMV$1,113,098$1,113,098
CORE US AGGREGATE BD ETFFMV$2,955,256$2,955,256
INVESCO QQQ TRUST SERIES 1 ETFFMV$1,380,321$1,380,321
ISHARES - MSCI EAFE IDX FDFMV$1,753,547$1,753,547
ISHARES - RUSSELL MIDCAP VALUEFMV$3,144,514$3,144,514
ISHARES - RUSSELL MIDCAP GROWTHFMV$2,596,347$2,596,347
ISHARES - RUSSELL 1000 VALUEFMV$3,189,975$3,189,975
ISHARES - S&P SMALLCAP 600 VALFMV$2,841,293$2,841,293
ISHARES - S&P SMALLCAP 600 GROFMV$2,209,780$2,209,780
VANGUARD - EMERGING MKT ETFFMV$1,136,408$1,136,408
ISHARES - RUSSELL 1000 GROWTHFMV$2,829,533$2,829,533
GP PARTNERS SMF III, LPFMV$4,349,543$4,349,543
PACIFIC PVT EQTY OPP FD II, LPFMV$1,221,173$1,221,173
CDA Opportunity CLE Loan Fund, LLCFMV$10,000$10,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCustodial FeesCategoryTxt
Legal Fees$2,899LegalFeesAmt
Net Investment Income$2,899NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAccrued IncomeDesc
BOY Book Value$583BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized LossDesc
Amt$715,785Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Insurance$800$0$800
Bank Fees$300$300$0
Regulatory Fees$200$0$200
Office Expenses$1,563$0$1,563
CDA Opp CLE Loan Fund - Partnership Expense$0$1,600$0
GP Part Sel Mngr Fund III AIV - Partnership Expense$0$3,364$0
GP Part Sel Mngr Fund III - Partnership Expense$0$81,531$0
Pacific Priv Eq Opp Fund II - Partnership Expense$0$91,566$0
Section 4945 Expenditure$9,500$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GP Part Sel Mngr Fund III AIV - Other portfolio income (loss)$0$212$0
GP Part Sel Mngr Fund III - Ordinary Income$0$45,201$0
GP Part Sel Mngr Fund III - Other portfolio income (loss)$0$12,945$0
Pacific Priv Eq Opp Fund II - Ordinary Income$0$59,410$0
Pacific Priv Eq Opp Fund II - Other portfolio income (loss)$0$7,574$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDue to Ohio FarmersDesc
BOY Book Value$42,645BOYBookValueAmt
EOY Book Value$74,127EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryConsulting FeesCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Taxes$30,951$0$30,951
Federal Taxes$78,000$0$0