2025-11-17T13:42:19-06:00 2024-12-31 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990PF 2024-01-01 203816760 The Westfield Insurance Foundation WEST 3308878431 PO Box 5001 Westfield OH 44251 Keith A Corbin II Director, Tax Accounting 3308878431 2025-11-17 1 1 Karen O Crim P00368385 9372980201 2025-11-17 2024 2025-03-06 01:10:19Z X 35645305 X 0 X 696350 748714 3397867 3397867 3965146 0 125342 4094217 4839202 0 0 0 427316 0 427316 102833 0 102833 2899 2899 0 2000 2000 0 108951 0 30951 1350 0 6672 0 6672 12363 178361 2563 664384 183260 570335 3464676 3212053 4129060 183260 3782388 -34843 4655942 448533 830369 1337013 1337013 34846008 34308292 34308292 583 0 0 36125493 35645305 35645305 25000 11334 511173 763797 42645 74127 578818 849258 X 35546675 34796047 35546675 34796047 36125493 35645305 35546675 -34843 0 35511832 715785 34796047 Publicly Traded Securities 3397867 3397867 3397867 GP Part Sel Mngr Fund III AIV P 34241 34241 34241 GP Part Sel Mngr Fund III P 405373 405373 405373 Pacific Priv Eq Opp Fund II P 127665 127665 127665 3965146 64718 0 64718 0 64718 129073 0 0 0 129073 0 64355 64355 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 N/A Westfield 3308878431 PO Box 5001 Westfield OH 44251 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Edward Largent PO Box 5001 Westfield Center OH 44251 Chair 0.50 0 0 0 Frank Carrino PO Box 5001 Westfield Center OH 44251 President 1.00 0 0 0 Joseph Kohmann PO Box 5001 Westfield Center OH 44251 Treasurer 0.50 0 0 0 Jani Groza PO Box 5001 Westfield Center OH 44251 Secretary 15.00 0 0 0 Kathy Golovan PO Box 5001 Westfield Center OH 44251 Director 0.25 0 0 0 Jack Kuhn 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 0.25 0 0 0 Stuart Rosenberg PO Box 5001 Westfield Center OH 44251 Director 0.25 0 0 0 NONE 0 NONE 0 0 35097766 1328893 0 36426659 0 0 36426659 546400 35880259 1794013 1794013 64718 64718 1729295 0 1729295 0 1729295 3782388 0 3782388 1729295 0 0 1412240 2499927 1806816 1840724 2032137 9591844 3782388 0 0 0 1729295 2053093 0 0 11644937 0 0 0 0 0 0 1412240 10232697 2499927 1806816 1840724 2032137 2053093 The Westfield Insurance Foundation PO Box 5001 Westfield Center OH 44251 3308878431 JulieWisneski@westfieldgrp.com 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. Submissions are accepted at any time. 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 contributinos according to applicable IRC Code sections and verification. 2Beta Inc 13078 Pheasant Haven Court Draper UT 84020 PC General operating support 500 4 the Children 129 County Road 250 Durango CO 813018530 PC General operating support 5500 Achievement Center for Children 4255 Northfield Road Highland Hills OH 441282811 PC General operating support 2500 Adaptive Sports Program of Ohio 1720 Enterprise Parkway Suite C Wooster OH 44691 PC General operating support 8500 AG Community Relief 10434 Oak Road Otisville MI 484639632 PC General operating support 2500 Akron Childrens Hospital Foundation 1 Perkins Square Akron OH 443081063 PC General operating support 86 Akron Urban League 440 Vernon Odom Akron OH 44307 PC General operating support 79917 Akron-Canton Regional Foodbank 350 Opportunity Parkway Akron OH 443072234 PC General operating support 48050 Alleycats & Aristocats Inc 4017 Skyview Drive Brunswick OH 442121240 PC General operating support 1000 Alzheimer's Disease and Related Disorders Association 225 N Michigan Avenue 17th Floor Chicago IL 60601 PC Memorial Donation 53 America Scores Cleveland 3631 Perkins Avenue Cleveland OH 441144705 PC General operating support 2073 American Cancer Society Inc 3380 Chastain Meadows Parkway NW Suite 200 Kennesaw GA 30144 PC Memorial Donation 79 American Cancer Society Inc 3380 Chastain Meadows Parkway NW Suite 200 Kennesaw GA 30144 PC General operating support 44368 American Heart Association (National) 1375 E 9 Suite 600 Cleveland OH 44114 PC General operating support 13549 American Institute for Chartered Property Casualty Underwriters 720 Providence Road Malvern PA 19355 PC Institutes Development Fund Contribution 15000 American Red Cross of Northeast Ohio 3747 Euclid Avenue Cleveland OH 44115 PC General operating support 75000 American Red Cross 2825 Emerywood Parkway Richmond VA 23294 PC General operating support 9500 Amyotrophic Lateral Sclerosis Assn 1300 Wilson Boulevard Suite 600 Arlington VA 222092335 PC General operating support 500 Atlanta Community Food Bank 3400 North Desert Drive Atlanta GA 30344 PC General operating support 7340 Autism Society 6110 Executive Boulevard Suite 305 Rockville MD 20852 PC General operating support 20500 Baltimore Urban League 512 Orchard Street Baltimore MD 212011947 PC General operating support 650 Beans and Bread Resource Center 400 S Bond Street Baltimore MD 21231 PC General operating support 9500 Benjamin Rose Institute 11890 Fairhill Road Cleveland OH 441201053 PC General operating support 500 Best Christmas Ever Inc PO Box 439 Cloquet MN 55720 PC General operating support 8500 Bethany Lutheran Church 8 S Lincoln Street Batavia IL 60510 PC Support of Community Outreach programs 500 Better Days Community Outreach Services 218 Waltham Street Calumet City IL 604095234 PC General operating support 250 Big Brothers Big Sisters of Summit Medina and Stark Counties Inc 50 South Main Street Suite LL 110 Akron OH 443081860 PC General operating support 2340 Bobcat Community Closet PO Box 124 Creston OH 44217 PC General operating support 500 Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 PC Center for Corporate Citizenship Membership 7000 Bowling Green State University Foundation Inc C/O BGSU Gift Processing 1851 N Research Drive Bowling Green OH 434030055 PC General operating support 5000 Bowling Green State University Foundation Inc C/O BGSU Gift Processing 1851 N Research Drive Bowling Green OH 434030055 PC Insurance & Risk Management Institute Membership 5000 Boy Scouts of America 1601 S Main Street Akron OH 443011664 PC General operating support 500 Buckeye Community Theatre PO Box 315 Medina OH 44258 PC General operating support 500 Business Volunteers Unlimited 1300 East 9th Street 1220 Cleveland OH 44114 PC Civic Leadership Summit 4770 Business Volunteers Unlimited 1300 East 9th Street 1220 Cleveland OH 44114 PC 2024 Board Contribution 5000 Business Volunteers Unlimited 1300 East 9th Street 1220 Cleveland OH 44114 PC Membership 725 Capital Area YMCA 431 Pennington Avenue Trenton NJ 08618 PC General operating support 9500 Case Western Reserve University National Development C/O Chamois Williams 10900 Euclid Ave Cleveland OH 441067008 PC General operating support 525 Cavaliers Youth Foundation 1 Center Court Cleveland OH 441154001 PC General operating support 8600 Cedar Creek Community Church Attn Finance Dept 29129 Lime City Road Perrysburg OH 43551 PC Support of Community Outreach programs 500 Center for Disaster Philanthropy Inc One Thomas Circle NW Suite 700 Washington DC 20005 PC Flood Recovery Grant 500000 Center for Disaster Philanthropy Inc One Thomas Circle NW Suite 700 Washington DC 20005 PC General operating support 3861 Central Illinois Memorial Kidney Fund PO Box 235 Morton IL 61550 PC General operating support 500 Central Pennsylvania Food Bank 3908 Corey Road Harrisburg PA 17109 PC General operating support 1075 Champaign County Casa 301 S Vine Street Lincoln Square Mall Suite 201 Urbana IL 61801 PC General operating support 7500 CIA Officers Memorial Foundation PO Box 405 Herndon VA 20172 PC General operating support 5000 Citymeals-On-Wheels 355 Lexington Avenue Floor 3 New York NY 100176603 PC General operating support 250 Clark County Community Services Inc 30 Taylor Avenue Winchester KY 40391 PC General operating support 6500 Cleveland Leadership Center PO Box 23613 Cleveland OH 44023 PC General operating support 18861 Cleveland Public Library Foundation 325 Superior Avenue Cleveland OH 44114 PC General operating support 3000 Cleveland Rape Crisis Center PO Box 933431 Cleveland OH 44193 PC General operating support 5000 Cleveland State University Foundation 2121 Euclid Avenue Unit 501 Cleveland OH 44115 PC General operating support 2500 Cloverleaf Education Foundation Inc 7571 Ryan Road Medina OH 44256 PC General operating support 500 Cloverleaf Local School District 8525 Friendsville Road Lodi OH 44254 PC 2024 Experienced-based learning opportunities 20000 Cloverleaf Local School District 8525 Friendsville Road Lodi OH 44254 PC 2024 Cloverleaf Safety City 5000 Coleman Professional Services Inc aka Coleman Health Services 5982 Rhodes Road Kent OH 442408100 PC General operating support 592 College Now Greater Cleveland 1500 West 3rd Street Suite 125 Cleveland OH 44113 PC General operating support 13409 Columbus Urban League 788 Mount Vernon Avenue Columbus OH 432031408 PC General operating support 338 Community Aids NetworkAkron Pride Initiative 759 W Market Street 1st Floor Akron OH 443031015 PC General operating support 2750 Community Food Bank of New Jersey Inc 31 Evans Terminal Hillside NJ 072052400 PC General operating support 6380 Community Hall Foundation Program Endowment aka Akron Civic Theatre 182 S Main Street Akron OH 443081316 PC General operating support 260 Connecticut Foodshare Inc 2 Research Parkway Wallingford CT 064921929 PC General operating support 950 Council on Foundations 2121 Crystal Drive Suite 700 Arlington VA 22202 PC Membership 9000 County Forward Fund Inc 144 N Broadway Street Medina OH 442561974 PC General Operating Support 20000 Covenant House California 1325 N Western Avenue Los Angeles CA 900275615 PC General Operating Support 8000 Covenant House Georgia Inc 1559 Johnson Road NW Atlanta GA 303184017 PC General Operating Support 8000 Covenant House Illinois Inc 2934 W Lake Street Chicago IL 606121924 PC General Operating Support 8000 Covenant House 5 Penn Plaza 19th Floor New York NY 100011738 PC General Operating Support 26250 Cradles to Crayons 30 Clipper Road West Conshohocken PA 19428 PC General Operating Support 5000 Credit Counseling Center 832 Second Street Pike Richboro PA 189541098 PC General Operating Support 11500 Creston Community Service Club 202 S Crestview Drive Creston OH 442179696 PC General Operating Support 1500 CRS Gives Back Inc 9780 S Meridian Boulevard Suite 400 Englewood CO 80112 PC General Operating Support 11500 Cups Cafe Incorporated 126 N Court Street Medina OH 442561923 PC General Operating Support 2000 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 441152833 PC General Operating Support 6500 Dakota Ridge School PTA 4629 144th Street W Apple Valley MN 55124 PC General operating support 500 Deb and Jeff Hansen Foundation 5034 Grand Ridge Drive West Des Moines IA 50265 PC General operating support 3500 Dickson County Help Center Inc 103 W College Street Dickson TN 370551935 PC General operating support 9500 Eastern West Virginia Community Foundation 229 E Martin Street Suite 4 Martinsburg WV 254014304 PC Memorial Donation 75 Economic Growth Foundation 1240 Huron Road E Suite 300 Cleveland OH 441151722 PC General operating support 14500 Ehrbar Angels Foundation 11218 Essex Circle North Royalton OH 44133 PC General operating support 1000 Elizabethtown Community Housing & Outreach Services 105 East Washington Street Elizabethtown PA 17022 PC General operating support 6500 Ella Canavan PTO 825 Lawrence Street Medina OH 442562809 PC General operating support 500 Etc All American Youth Show Choir Inc 1932 Akron Peninsula Road Akron OH 443134810 PC General operating support 500 Extended Housing Inc 270 E Main Street Painesville OH 44077 PC General operating support 5500 Fairfax Renaissance Development Corporation 8111 Quincy Ave Suite 100 Cleveland OH 441042125 PC 2024 Adopt-A-Family 500 Fairfax Renaissance Development Corporation 8111 Quincy Ave Suite 100 Cleveland OH 441042125 PC Workforce Programming 40000 Feeding America Tampa Bay Inc 3624 Causeway Boulevard Tampa FL 33619 PC General operating support 260 Feeding Medina County 650 W Smith Road C-8 Medina OH 44256 PC General operating support 1650 Female Strong 444 N Michigan Avenue Suite 3450 Chicago IL 606113915 PC General operating support 3087 Fill Ministries Inc 775 Sanders Road Cumming GA 300415307 PC General operating support 5000 Firelands Falcons Bst Inc PO Box 95 Amherst OH 44001 PC General operating support 500 Focus on Ferals 7962 Clyde Park Avenue SW Byron Center MI 493157912 PC General operating support 500 Food Bank for New York City 39 Broadway New York NY 100063003 PC General operating support 5000 Foodbank of Northeast Georgia 861 Newton Bridge Road PO Box 48857 Athens GA 30604 PC General operating support 26 Forever Amber Acres Animal Sanctuary 1133 Granger Road Medina OH 442568478 PC General operating support 1000 Foster Love - Together We Rise 560 W Lambert Road Brea CA 928213914 PC General operating support 2300 Found House Interfaith Housing Network 990 Nassau Street Cincinnati OH 45206 PC General operating support 7500 Franklin Road Baptist Church 51 N Franklin Road Indianapolis IN 462195207 PC Memorial Donation 75 Friends of Medina County Parks Inc 6364 Deerview Lane Medina OH 442568008 PC Capital Campaign support 50000 Fund for Our Economic Future 4415 Euclid Avenue Suite 203 Cleveland OH 44103 PC General operating support 40000 Gamma Iota Sigma PO Box 1744 Powell OH 43065 PC General operating support 30000 Garaway Local Schools 146 Dover Road NW Sugarcreek OH 44681 PC General operating support 5500 Genesis Youth Crisis Center 192 Safe Haven Clarksburg WV 26301 PC General operating support 5500 Girl Scouts of North East Ohio One Girl Scout Way Macedonia OH 44056 PC General operating support 500 Gods Love We Deliver Inc 166 Avenue of the Americas New York NY 100131207 PC General operating support 5000 Good News Mountaineer Garage 1637 4th Avenue Charleston WV 253872413 PC General operating support 7500 Goodwill Industries of Central Ohio Inc 671 South High Street 800 Columbus OH 43206 PC General operating support 3180 Great Lakes Science Center 601 Erieside Avenue Cleveland OH 44114 PC General operating support 250 Greater Chicago Food Depository aka Food Depository 4100 W Ann Lurie Place Chicago IL 606322692 PC General operating support 6300 Greater Cleveland Food Bank Inc 13815 Coit Road Cleveland OH 44110 PC General operating support 5130 Greater Cleveland Sports Commission 334 Euclid Avenue Suite 100 Cleveland OH 441142207 PC General operating support 24750 Greater Stark County Urban League PO Box 9463 Canton OH 44711 PC General operating support 208 Grove City College Attn Financial Aid Office 100 Campus Drive Grove City PA 161272104 PC Scholarship 1500 Habitat for Humanity of Medina County 620 E Smith Road E-6A Medina OH 44256 PC General operating support 907 Habitat for Humanity of Ohio 88 E Broad Street Suite 1800 Columbus OH 43215 PC General operating support 7500 Habitat for Humanity of Summit County Inc 2301 Romig Road Akron OH 443203824 PC General operating support 15000 Harvest Hope Food Bank PO Box 451 Columbia SC 29202 PC General operating support 260 Haven Homes of Detroit 405 N Dean Street Centreville MI 49032 PC General operating support 9500 Healing Saddles Inc 26514 N Desert Sky Road Florence AZ 85132 PC General operating support 4500 Homes of Hope 705 E Lincoln Street Suite 313 Normal IL 617616406 PC General operating support 6500 Honey Brook Food Pantry Inc 5064 Horseshoe Pike Honey Brook PA 19344 PC General operating support 7500 Hope Bridge Inc PO Box 205 Hartville OH 44632 PC General operating support 7500 Hope for Her Florida Inc 140 Yarbrough Road Brandon FL 33510 PC General operating support 10500 Hope Recovery Community Inc 200 Highland Drive Medina OH 442563119 PC General operating support 700 Hope United Inc 222 S Main Street Three Rivers MI 490931624 PC General operating support 7500 Hospice of The Western Reserve Inc 17876 St Clair Avenue Cleveland OH 44110 PC Memorial Donation 2588 Housing Research and Advocacy Center 2728 Euclid Avenue Suite 200 Cleveland OH 44115 PC General operating support 10000 Houston Food Bank 535 Portwall Street Houston TX 77029 PC General operating support 520 Howard Hanna Children'S Free Care Fund 119 Gamma Drive Pittsburgh PA 15238 PC General operating support 8500 Ideastream 1375 Euclid Avenue Cleveland OH 44115 PC General operating support 20000 Imagine A Center for Coping With Loss 244 Sheffield Street Mountainside NJ 070922324 PC General operating support 2500 Impact60 Inc PO Box 640 Marysville OH 43040 PC General operating support 8500 Insurance Industry Charitable Foundation Inc 1999 Avenue of the Stars Suite 1100 Los Angeles CA 90067 PC General operating support 9420 Insure Equality 540 North Dearborn 10410 Chicago IL 60610 PC General operating support 3500 Jacksonville Urban League Inc 903 W Union Street Jacksonville FL 322041161 PC General operating support 520 Kidney Foundation of Ohio Inc 2831 Prospect Avenue E Cleveland OH 441152606 PC Memorial Donation 52 Leadership Medina County 23 Public Square Suite 220 Medina OH 44256 PC General operating support 30000 Leadership Ohio 450 N Brice Road Unit 677 Blacklick OH 430041537 PC General operating support 500 Leroy United Methodist Church PO Box 327 7 Park Circle Westfield Center OH 44251 PC American Flag Display 360 Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 PC General operating support 500 Lighthouse Ministries Florence SC PO Box 6801 Florence SC 29502 PC General operating support 7500 Little City Foundation 1760 W Algonquin Road Palatine IL 60067 PC General operating support 5500 Little League Baseball Inc PO Box 1134 Wooster OH 446917082 PC General operating support 500 Little Sparks Project Inc 594 Clapboardtree Street Westwood MA 020902509 PC General operating support 1000 Los Angeles Regional Food Bank aka Los Angeles Food BankLA Foodbank 1734 E 41st Street Los Angeles CA 900581502 PC General operating support 5650 Love Akron 54 E Mill Street Suite 302 Akron OH 443081438 PC General operating support 2260 Lucky Tales Rescue Inc PO Box 315 Ft Thomas KY 41075 PC General operating support 500 Lutheran Outdoor Ministries in Ohio aka LOMO 2790 State Route 61 Marengo OH 43334 PC General operating support 500 Main Street Medina 39 Public Square Suite 305 Medina OH 44256 PC General operating support 1000 Matthew 25 Ministries Inc 11060 Kenwood Road Blue Ash OH 452421816 PC General operating support 11500 Medina County Agricultural Society 720 W Smith Road Medina OH 442562423 PC Jr. Livestock Fair 3200 Medina County Health Department 4800 Ledgewood Drive Medina OH 44256 PC General operating support 1000 Medina County Police Activities League 555 Independence Drive Medina OH 44256 PC General operating support 1250 Medina County Senior & Adult Foundation 246 Northland Drive Suite G20 Medina OH 442563440 PC General operating support 4125 Medina High School 739 Weymouth Road Medina OH 44256 PC General operating support 500 Medina Hospital Foundation 1000 E Washington Street Medina OH 442562170 PC General operating support 20000 Medina Presbyterian Church 5020 Burgundy Bay Boulevard Medina OH 442568227 PC Medina Personal Care Pantry 1500 Medina Presbyterian Church 5020 Burgundy Bay Boulevard Medina OH 442568227 PC Headstart Shoebox Program 1000 Medina Rugby Inc 6169 Stone Road Medina OH 442567701 PC General operating support 500 Meredith-Dunn School 3023 Melbourne Avenue Louisville KY 40220 PC General operating support 5500 Miami University Payment Center Oxford OH 45056 PC Scholarship 1500 Miami Valley Council Boy Scouts of America 7285 Poe Avenue Dayton OH 454142560 PC General operating support 250 Middletown Community Foundation 300 North Main Street Middletown OH 450421900 PC Memorial Donation 77 Mid-Ohio Foodbank 3960 Brookham Drive Grove City OH 43123 PC General operating support 1612 Minneapolis Recreation Development Inc 7220 York Avenue S 610 Edina MN 55435 PC General operating support 2500 Mom's House Inc of Toledo 2505 Franklin Avenue Toledo OH 43560 PC General operating support 11500 Mosaic Christian Community Development Association 1804 M-139 Benton Harbor MI 49022 PC Support of Community Outreach programs 9500 Mothers Against Drunk Driving 3309 Robbins Road 186 Springfield IL 62704 PC General operating support 9500 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 PC General operating support 15000 Nami of Lorain County 6125 S Broadway Lorain OH 440533884 PC General operating support 500 National Neutropenia Network Inc PO Box 9012 Huntington WV 25704 PC General operating support 500 Neighbors Inc 222 Grand Avenue South Saint Paul MN 550752089 PC Memorial Donation 52 New Hope Ministries Inc 99 W Church Street Dillsburg PA 170191231 PC General operating support 8500 Next Step Up Inc 120 W Washington Street Suite 1-L Medina OH 442562232 PC General operating support 25000 NGBSA Inc PO Box 793 Suwanee GA 300240793 PC General operating support 500 North Coast Gnarwhals 3126 Fixler Road Medina OH 44256 PC General operating support 500 North Foundation Inc 555 High Street Wadsworth OH 442811685 PC General operating support 500 North Fulton Community Charities Inc 11270 Elkins Road Roswell GA 300761201 PC General operating support 8000 Ohio Chamber of Commerce Research Foundation Inc 34 S Third Street Suite 100 Columbus OH 43201 PC Emergency Relief Fund 24000 Ohio Chamber of Commerce Research Foundation Inc 34 S Third Street Suite 100 Columbus OH 43201 PC General operating support 8400 Ohio Divas for HBCUS 36790 Broadstone Drive Solon OH 441395689 PC General operating support 1900 Ohio Minority Supplier Development Council 6956 E Broad Street 310 Columbus OH 43213 PC General operating support 3000 Open Doors Inc aka Open Doors Academy 1427 E 36th Street Suite 4206A Bldg 42 6th Floor Cleveland OH 441144170 PC General operating support 4133 Opportunity House 430 N 2nd Street Reading PA 196012738 PC General operating support 9500 Orrville United Way Inc 135 N Main Street Orrville OH 44667 PC General operating support 390 Our Lady of America Ministries PO Box 498561 Cincinnati OH 45249 PC General operating support 6500 Outsupport Inc PO Box 1728 Medina OH 44258 PC General operating support 715 Oviedo High School Athletic Booster Club Inc 601 King Street Oviedo FL 327658106 PC General operating support 500 Parents Families and Friends of Lesbians and Gays Inc PO Box 5471 Akron OH 44334 PC General operating support 250 Partners In Hope 180 E Race Street Troy OH 45373 PC General operating support 7500 Peace House Inc 700 Round Valley Drive Suite 115 Park City UT 840607609 PC General operating support 250 PGA Tour Inc 100 PGA Tour Boulevard Ponte Vedra FL 320823046 PC Akron-Canton Regional Foodbank General operating support support 100000 Philabundance 3616 S Galloway Street Philadelphia PA 191485402 PC General operating support 260 Philanthropy Ohio 500 South Front Street Suite 900 Columbus OH 432157628 PC Membership 7000 Playhouse Square Foundation 1501 Euclid Avenue Suite 200 Cleveland OH 44115 PC General operating support 22500 Pleasant View Retirement Community 544 N Penryn Road Manheim PA 175458562 PC General operating support 500 Potter Childrens Home and Family Ministries Inc 2350 Nashville Road Bowling Green KY 42101 PC General operating support 1000 Project Learn of Medina County 105 W Liberty Street Medina OH 442562215 PC General operating support 7500 Promoting Animal Welfare Society for The Wayne County Dog Shelter 5694 Burbank Road Wooster OH 446919009 PC General operating support 1000 Purdue University Outside Awards West Lafayette IN 479072040 PC Scholarship 1500 Pymatuning Valley School District 5571 US Route 6 W Andover OH 44003 GOV Steve Urchek Memorial Scholarship 1000 Replay for Kids 600 W Sturbridge Drive Medina OH 44256 PC General operating support 1000 Rise Against Hunger 4801 Glenwood Avenue Suite 200 Raleigh NC 276123857 PC General operating support 38963 Rotary Camp for Children With Special Needs Inc 4460 Rex Lake Drive Akron OH 44319 PC General operating support 2500 Running2Bwell 3644 Mark Dale Drive Wadsworth OH 442818341 PC General operating support 500 Rutledge Youth Foundation 151 N Bruns Lane Springfield IL 62702 PC General operating support 5500 Safe Berks 255 Chestnut Street Reading PA 19602 PC General operating support 5500 Samaritans Purse PO Box 3000 Boone NC 286073000 PC General operating support 2500 Sanctuary Collective 1195 Sullivant Avenue Columbus OH 43223 PC General operating support 8500 Second Harvest Food Bank of Middle Tennessee Martin Distribution Center 331 Great Circle Road Nashville TN 37228 PC General operating support 390 Second Harvest Food Bank of North Central Ohio 5510 Baumhart Road Lorain OH 44053 PC General operating support 780 Second Harvest Food Bank of Northwest Pennsylvania 1507 Grimm Drive Erie PA 165011580 PC General operating support 52 Second Harvest Heartland 7101 Winnetka Avenue N Brooklyn Park MN 55428 PC General operating support 299 Shelby County Family and Children First Council 1200 Childrens Home Road Sidney OH 45365 GOV General operating support 4500 Shenango Valley Urban League 601 Indiana Avenue Farrell PA 161211759 PC General operating support 52 Sister Circle Medina Inc PO Box 1072 Medina OH 442581072 PC Juneteenth Celebration 2000 Smart Development 3538 W 140th Street Cleveland OH 44111 PC General operating support 75000 SO Medina County Sports Booster 4691 Windfall Road Medina OH 442568705 PC General operating support 5000 South Street Ministries Inc 798 Grant Street Akron OH 44311 PC General operating support 500 Southeast Missouri State University Attn Student Financial Services 1 University Plaza Cape Girardeau MO 63701 PC Scholarship 1500 Spark Medina 514 S Court Street Medina OH 442562612 PC General operating support 500 St Jude Childrens Research Hospital Inc 262 Danny Thomas Place Memphis TN 381053678 PC General operating support 2500 Stephen Siller Tunnel To Towers Foundation 2361 Hylan Boulevard Staten Island NY 103063159 PC General operating support 775 Surety Foundation Incorporated 1140 19th Street NW Suite 500 Washington DC 200366617 PC Surety & Fidelity Industry Intern & Scholarship Program 5000 Team NEO Foundation 1111 Superior Avenue Suite 1600 Cleveland OH 44114 PC General operating support 60000 Temple University 1852 N 10th Street Tasb 08354 Philadelphia PA 191226023 PC Scholarship 1750 Templo Jesucristo Fuente De Vida Eterna Inc 563 N Belle Vista Avenue Youngstown OH 44509 PC Community Support 5000 The City Club of Cleveland 850 Euclid Avenue 2nd Floor Cleveland OH 441143306 PC Membership 2750 The Diversity Center of Northeast Ohio Inc 3659 Green Road Suite 220 Cleveland OH 44122 PC General operating support 3500 The Fair Housing Center 326 N Erie Street Toledo OH 43604 PC General operating support 10000 The Fort Wayne Rescue Mission Ministries Inc 404 E Washington Boulevard Fort Wayne IN 46802 PC General operating support 7500 The Grace House In Athens PO Box 6 Athens TN 37371 PC General operating support 6500 The Heimerdinger Foundation 430 B East Iris Drive Nashville TN 37204 PC General operating support 5500 The Luzerne Foundation 34 South River Street WilkesBarre PA 18702 PC Miles for Michael General operating support support 3500 The Ohio State University 281 W Lane Avenue Columbus OH 43210 PC Scholarship 1500 The Salvation Army 440 West Nyack Road West Nyack NY 10994 PC Wadsworth Capital Campaign 7500 The Spanish American Committee 4407 Lorain Avenue Cleveland OH 44113 PC General operating support 77000 The University of Iowa UI Service Center University Billing 2700 University Capitol Cen Iowa City IA 52242 PC Scholarship 1500 The Victory Center 3166 N Republic Boulevard Toledo OH 436151507 PC General operating support 4500 The Way Station Inc 769 Springfield Road Columbiana OH 444089456 PC General operating support 10500 Tikkun Farm 7945 Elizabeth Street Cincinnati OH 45231 PC General operating support 6500 Towards Employment Inc 3301 St Clair Avenue Cleveland OH 44114 PC General operating support 3543 Truro Township Firefighters Association 6900 E Main Street Reynoldsburg OH 430682250 PC General operating support 1000 US Department of Veterans Affairs 810 Vermont Avenue NW Washington DC 20420 GOV Memorial Donation 51 Union Gospel Mission Assoc of St Paul 376 Western Avenue N Saint Paul MN 55103 PC General operating support 9500 Unitarian Universalist Church of Akron 3300 Morewood Road Fairlawn OH 443333459 PC Support of Community Outreach programs 500 United Black Fund of Greater Cleveland 1621 Euclid Avenue 1200 Cleveland OH 44115 PC General operating support 9500 United Cerebral Palsy of Greater Cleveland Iris S and Bert L Wolstein Center 10011 Euclid Avenue Cleveland OH 44106 PC General operating support 12500 United Fund of Surry PO Box 409 Mount Airy NC 270300409 PC General operating support 10500 United Way of Bergen County 6 Forest Avenue Suite 220 Paramus NJ 076525245 PC General operating support 130 United Way of Central and Northeastern Connecticut 30 Laurel Street Hartford CT 06106 PC General operating support 1326 United Way of Central Iowa 1111 9th Street Suite 100 Des Moines IA 503142527 PC General operating support 260 United Way of Central Minnesota 921 1st Street N Suite 200 Saint Cloud MN 56303 PC General operating support 8500 United Way of Central Ohio PO Box 951571 Clevelend OH 44193 PC General operating support 3250 United Way of Erie County 650 East Avenue Suite 200 Erie PA 165031535 PC General operating support 52 United Way of Greater Cleveland Attn Donor Records 1331 Euclid Avenue Cleveland OH 44115 PC General operating support 1040 United Way of Greater Lorain County Inc 642 Broadway Avenue Lorain OH 44052 PC General operating support 130 United Way of Greater Stark County Inc 401 Market Avenue N Suite 300 Canton OH 44702 PC General operating support 2080 United Way of Lancaster County 1910 Harrington Drive Suite A Lancaster PA 17601 PC General operating support 520 United Way of Logan County Inc 130 S Main Street Suite 109 Bellefontaine OH 433112042 PC General operating support 2500 United Way of Summit and Medina 37 North High Street Akron OH 44308 PC General operating support 71210 United Way of Summit and Medina 37 North High Street Akron OH 44308 PC Support to maintain Financial Empowerment Coach 75000 United Way of Sumner County 1531 Hunt Club Boulevard Gallatin TN 37066 PC General operating support 11890 United Way of The Greater Lehigh Valley 1110 American Parkway NE Suite F-120 Allentown PA 181099117 PC General operating support 260 United Way of The National Capital Area 8614 Westwood Center Drive Suite 300 Vienna VA 22182 PC General operating support 592 United Way of The Virginia Peninsula 101 York Crossing Road Yorktown VA 236922737 PC General operating support 1300 United Way of Union County Inc 648 Clymer Road Suite 313 Marysville OH 43040 PC General operating support 130 United Way of Wayne and Holmes Counties Inc 215 South Walnut Street Wooster OH 44691 PC General operating support 130 United Way of York County 140 East Market Street York PA 17401 PC General operating support 780 University Hospitals Health System Inc 11100 Euclid Avenue Cleveland OH 44106 PC General operating support 1400 University of Mount Union Attn Business Office 1972 Clark Avenue Alliance OH 446013929 PC Scholarship 1500 Urban League of Greater Cleveland 2930 Prospect Avenue Cleveland OH 441152608 PC General operating support 2080 Urban League of Middle Tennessee 50 Vantage Way Suite 201 Nashville TN 37228 PC General operating support 390 Urban League of Philadelphia Two Penn Center 1500 John F Kennedy Boulevard Suite 1910 Philadelphia PA 19102 PC General operating support 910 Urban League of Union County Inc 1139 East Jersey Street Suite 515 Elizabeth NJ 07201 PC General operating support 1300 Urban League Twin Cities 2100 Plymouth Avenue N Minneapolis MN 554113675 PC General operating support 650 Village of Westfield Center 6701 Greenwich Road PO Box 750 Westfield Center OH 44251 GOV Westfield Center Holiday Lighting Ceremony 1600 Wadsworth Fish Organization 150 College Street Wadsworth OH 442811534 PC General operating support 5500 Walter Kidder Parent Teacher Guild 3650 Grafton Road Brunswick OH 442121804 PC General operating support 500 Westbrook Health Services 2121 7th Street Parkersburg WV 261013803 PC General operating support 5500 Westfield Fire and Rescue PO Box 886 8515 Virginia Drive Westfield Center OH 44251 PC Capital Needs 50000 Westside Community Center 430 Hannum Avenue West Chester PA 19380 PC General operating support 7500 William Way LGBT Community Center 1315 Spruce Street Philadelphia PA 19107 PC General operating support 6500 Wreaths Across America 4 Point Street Columbia Falls ME 04623 PC General operating support 499 YMCA of Central Ohio 440 Nicholas Drive Circleville OH 43113 PC General operating support 7500 Youth Opportunities Unlimited The Halle Building 1228 Euclid Avenue Suite 200 Cleveland OH 441151827 PC General operating support 4640 YWCA Greater Cleveland 4019 Prospect Avenue Cleveland OH 44103 PC General operating support 11660 2694357 College Now Greater Cleveland 1500 West 3rd Street Suite 125 Cleveland OH 44113 PC College Now Adult Programs & Services 60000 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 441152833 PC Women in Transition & Food Pantries 50000 Economic Growth Foundation 1240 Huron Road E Suite 300 Cleveland OH 441151722 PC Capacity Campaign 225000 Passages Connecting Fathers and Sons Inc 4600 Carnegie Avenue Cleveland OH 44103 PC General Operating Support 33000 The Phe'Be Foundation 3401 Enterprise Parkway Suite 340-50 Beachwood OH 44122 PC General operating support 60000 Towards Employment Inc 3301 St Clair Avenue Cleveland OH 44114 PC General operating support and Capacity Building 150000 Ubiz Venture Capital 2930 Prospect Avenue Cleveland OH 44115 PC General operating support 75000 Youth Opportunities Unlimited The Halle Building 1228 Euclid Avenue Suite 200 Cleveland OH 441151827 PC Y.O.U. School Based Programs, General operating support 75000 728000 14 696350 18 3397867 0 4094217 0 4094217 0 0 0 0 0 0 0 0 0 0 The 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. TIPS BD FD ETF FMV 679789 679789 IBOXX $ INVT GRADE CORP BD ETF FMV 2897715 2897715 7-10 YR TREAS BD ETF FMV 1113098 1113098 CORE US AGGREGATE BD ETF FMV 2955256 2955256 INVESCO QQQ TRUST SERIES 1 ETF FMV 1380321 1380321 ISHARES - MSCI EAFE IDX FD FMV 1753547 1753547 ISHARES - RUSSELL MIDCAP VALUE FMV 3144514 3144514 ISHARES - RUSSELL MIDCAP GROWTH FMV 2596347 2596347 ISHARES - RUSSELL 1000 VALUE FMV 3189975 3189975 ISHARES - S&P SMALLCAP 600 VAL FMV 2841293 2841293 ISHARES - S&P SMALLCAP 600 GRO FMV 2209780 2209780 VANGUARD - EMERGING MKT ETF FMV 1136408 1136408 ISHARES - RUSSELL 1000 GROWTH FMV 2829533 2829533 GP PARTNERS SMF III, LP FMV 4349543 4349543 PACIFIC PVT EQTY OPP FD II, LP FMV 1221173 1221173 CDA Opportunity CLE Loan Fund, LLC FMV 10000 10000 Custodial Fees 2899 2899 0 Accrued Income 583 0 0 Unrealized Loss 715785 Insurance 800 0 800 Bank Fees 300 300 0 Regulatory Fees 200 0 200 Office Expenses 1563 0 1563 CDA Opp CLE Loan Fund - Partnership Expense 0 1600 0 GP Part Sel Mngr Fund III AIV - Partnership Expense 0 3364 0 GP Part Sel Mngr Fund III - Partnership Expense 0 81531 0 Pacific Priv Eq Opp Fund II - Partnership Expense 0 91566 0 Section 4945 Expenditure 9500 0 0 GP Part Sel Mngr Fund III AIV - Other portfolio income (loss) 0 212 0 GP Part Sel Mngr Fund III - Ordinary Income 0 45201 0 GP Part Sel Mngr Fund III - Other portfolio income (loss) 0 12945 0 Pacific Priv Eq Opp Fund II - Ordinary Income 0 59410 0 Pacific Priv Eq Opp Fund II - Other portfolio income (loss) 0 7574 0 Due to Ohio Farmers 42645 74127 Consulting Fees 2000 2000 0 Payroll Taxes 30951 0 30951 Federal Taxes 78000 0 0