2026-05-07T11:01:39-05:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-01-01 346000445 BRUSH FOUNDATION TA BRUS 2166890416 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166890416 2026-04-17 true JEFFREY E KUHLIN P00353001 4123556000 2026-04-17 X 2025 2025-03-06 01:10:19Z X 9144108 X 212723 212546 1397794 7706272 1397794 0 114230 114230 1724747 1724570 26444 19833 6611 0 0 0 0 0 0 1050 0 0 1050 0 0 14117 4927 0 0 0 0 0 0 0 53590 14950 38640 95201 39710 0 46301 367000 367000 462201 39710 0 413301 1262546 1684860 0 190972 260914 260914 0 0 0 7303656 8508799 8883194 7494628 8769713 9144108 0 X 7494628 8769713 7494628 8769713 7494628 8769713 7494628 1262546 12546 8769720 7 8769713 1733. AES CORP 2024-12-17 2025-08-08 22252 22434 -182 -182 422. AES CORP 2025-05-08 2025-08-08 5418 4611 807 807 391. AT&T INC 2023-03-29 2025-05-08 10868 7429 3439 3439 946. AT&T INC 2023-03-29 2025-08-08 26620 17974 8646 8646 292. AKAMAI TECHNOLOGIES INC 2024-12-17 2025-08-08 22040 28744 -6704 -6704 40. AKAMAI TECHNOLOGIES INC 2025-05-08 2025-08-08 3019 3429 -410 -410 176. AMENTUM HOLDINGS INC 2023-12-08 2025-05-08 3744 3648 96 96 .26 AMENTUM HOLDINGS INC 2023-12-08 2025-05-16 6 5 1 1 2.56 AMENTUM HOLDINGS INC 2025-05-08 2025-08-08 66 52 14 14 10.44 AMENTUM HOLDINGS INC 2023-12-08 2025-08-08 269 183 86 86 8. ANTHEM INC 2025-05-08 2025-08-08 2270 3335 -1065 -1065 54. ANTHEM INC 2024-01-25 2025-08-08 15320 25063 -9743 -9743 77. BANK OF NEW YORK MELLON CORP 2018-03-27 2025-05-08 6616 3952 2664 2664 319. BANK OF NEW YORK MELLON CORP 2018-03-27 2025-08-08 32790 16326 16464 16464 10. BEST BUY INC 2025-05-08 2025-08-08 675 700 -25 -25 354. BEST BUY INC 2023-12-08 2025-08-08 23877 26313 -2436 -2436 494.44 BOSTON TRUST WALDEN MID CAP FUND 2021-08-06 2025-05-08 11115 11214 -99 -99 15744.07 BOSTON TRUST WALDEN MID CAP FUND 2020-06-30 2025-08-08 372505 328605 43900 43900 17411.35 BROWN ADVISORY SUSTAINABLE BOND FUND 2024-12-17 2025-08-08 147822 147300 522 522 23419.2 BROWN ADVISORY SUSTAINABLE BOND FUND 2024-01-25 2025-08-08 198829 200000 -1171 -1171 43. CBRE GROUP INC 2023-12-08 2025-05-08 5455 3551 1904 1904 205. CBRE GROUP INC 2023-12-08 2025-08-08 31744 16929 14815 14815 17. C H ROBINSON WORLDWIDE INC COM 2024-12-17 2025-05-08 1519 1874 -355 -355 258. C H ROBINSON WORLDWIDE INC COM 2024-12-17 2025-08-08 30493 28437 2056 2056 1. CIGNA CORP 2025-05-08 2025-08-08 270 337 -67 -67 81. CIGNA CORP 2024-01-25 2025-08-08 21868 23639 -1771 -1771 1. CSX CORP COM 2023-12-08 2025-05-08 29 33 -4 -4 965.8 CALVERT SMALL CAP FUND 2022-03-29 2025-05-08 34025 33677 348 348 10124.14 CALVERT SMALL CAP FUND 2019-11-12 2025-08-08 358597 279656 78941 78941 2448.65 CALVERT EMG MKTS EQUITY-I #1368 2025-05-08 2025-08-08 50173 45300 4873 4873 24313.2 CALVERT EMG MKTS EQUITY-I #1368 2019-11-12 2025-08-08 498177 476842 21335 21335 109. CISCO SYS INC COM 2018-03-27 2025-05-08 6553 4749 1804 1804 434. CISCO SYS INC COM 2018-03-27 2025-08-08 30480 18909 11571 11571 34. COLGATE PALMOLIVE 2023-09-12 2025-05-08 3119 2479 640 640 289. COLGATE PALMOLIVE 2023-09-12 2025-08-08 24403 21068 3335 3335 12. CUMMINS INC 2018-03-27 2025-05-08 3699 1928 1771 1771 88. CUMMINS INC 2018-03-27 2025-08-08 33957 14136 19821 19821 70. DAVITA INC 2024-01-25 2025-05-08 10162 7385 2777 2777 174. DAVITA INC 2024-01-25 2025-08-08 22326 18356 3970 3970 11. DIGITAL REALTY TRUST INC 2024-12-17 2025-05-08 1847 2045 -198 -198 176. DIGITAL REALTY TRUST INC 2024-12-17 2025-08-08 30172 32712 -2540 -2540 308. DOW INC 2025-05-08 2025-08-08 6656 9094 -2438 -2438 458. DOW INC 2023-12-08 2025-08-08 9897 23368 -13471 -13471 102. EBAY INC 2024-01-25 2025-05-08 7269 4255 3014 3014 437. EBAY INC 2024-01-25 2025-08-08 40803 18229 22574 22574 28. ECOLAB INC COM 2023-12-08 2025-05-08 7176 5365 1811 1811 113. ECOLAB INC COM 2023-12-08 2025-08-08 30519 21653 8866 8866 66. EDWARDS LIFESCIENCES CORP 2024-12-17 2025-05-08 5006 4866 140 140 369. EDWARDS LIFESCIENCES CORP 2024-12-17 2025-08-08 28708 27207 1501 1501 35. EQUINIX INC 2024-12-17 2025-05-08 30399 33676 -3277 -3277 18. FIFTH THIRD BANCORP COM 2024-12-17 2025-05-08 673 812 -139 -139 665. FIFTH THIRD BANCORP COM 2024-12-17 2025-08-08 27591 29982 -2391 -2391 411. GENERAL MILLS INC COM 2024-12-17 2025-08-08 20603 27322 -6719 -6719 37. GENERAL MILLS INC COM 2025-05-08 2025-08-08 1855 2039 -184 -184 239. GILEAD SCIENCES INC 2025-05-08 2025-08-08 27480 23380 4100 4100 216. HP INC 2025-05-08 2025-08-08 5478 5742 -264 -264 750. HP INC 2018-03-27 2025-08-08 19020 16625 2395 2395 40. HASBRO INC COM 2025-05-08 2025-08-08 3103 2496 607 607 354. HASBRO INC COM 2024-01-25 2025-08-08 27460 17500 9960 9960 195. HEWLETT PACKARD ENTERPRISE CO 2025-05-08 2025-08-08 4009 3334 675 675 1539. HEWLETT PACKARD ENTERPRISE CO 2021-03-05 2025-08-08 31642 22077 9565 9565 4. HILTON WORLDWIDE HOLDINGS INC 2021-03-05 2025-05-08 979 479 500 500 122. HILTON WORLDWIDE HOLDINGS INC 2021-03-05 2025-08-08 31865 14620 17245 17245 2. HOST HOTELS & RESORTS INC 2023-12-08 2025-05-08 30 36 -6 -6 7. HUNT J B TRANS SVCS INC COM 2024-12-17 2025-05-08 963 1254 -291 -291 165. HUNT J B TRANS SVCS INC COM 2024-12-17 2025-08-08 23186 29563 -6377 -6377 55. INGERSOLL-RAND INC 2025-05-08 2025-08-08 4208 4370 -162 -162 279. INGERSOLL-RAND INC 2023-12-08 2025-08-08 21344 20476 868 868 314. INTEL CORP 2025-05-08 2025-08-08 6277 6642 -365 -365 900. INTEL CORP 2012-06-28 2025-08-08 17991 25518 -7527 -7527 169. INTERPUBLIC GROUP COS INC COM 2025-05-08 2025-08-08 4171 4313 -142 -142 731. INTERPUBLIC GROUP COS INC COM 2023-03-29 2025-08-08 18041 25680 -7639 -7639 185. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2023-06-05 2025-05-08 32160 26575 5585 5585 1918. INVESCO S&P 500 EQUAL WEIGHT $1.61700 2023-06-05 2025-08-08 351301 275521 75780 75780 1010. ISHARES ESG AWARE MSCI USA ETF 2025-05-08 2025-08-08 140320 125563 14757 14757 5068. ISHARES ESG AWARE MSCI USA ETF 2020-03-17 2025-08-08 704100 417398 286702 286702 340. ISHARES MSCI EAFE ESG OPTIMIZED 2021-08-23 2025-05-08 29086 27406 1680 1680 8846. ISHARES MSCI EAFE ESG OPTIMIZED 2018-11-30 2025-08-08 794281 659765 134516 134516 1943. ISHARES ESG US AGGREGATED BOND 2023-08-14 2025-08-08 92122 90019 2103 2103 42. JACOBS SOLUTIONS INC 2025-05-08 2025-08-08 6175 5137 1038 1038 176. JACOBS SOLUTIONS INC 2023-12-08 2025-08-08 25876 18636 7240 7240 8084. JANUS HENDERSON AAA CLO 2023-06-05 2025-08-08 409068 400502 8566 8566 53. KELLOGG CO COM 2025-05-08 2025-08-08 4244 4381 -137 -137 300. KELLOGG CO COM 2018-03-27 2025-08-08 24024 18274 5750 5750 45. KRAFT HEINZ CO 2024-12-17 2025-05-08 1280 1407 -127 -127 811. KRAFT HEINZ CO 2024-12-17 2025-08-08 22384 25355 -2971 -2971 4. LAM RESEARCH CORP 2024-12-17 2025-05-08 304 313 -9 -9 199. LAM RESEARCH CORP 2024-12-17 2025-08-08 19727 15567 4160 4160 150. LAM RESEARCH CORP 2024-01-25 2025-08-08 14870 13326 1544 1544 946.1 LAZARD GLOBAL LISTED INFRASTR PT $0.375 2021-11-12 2025-08-08 17200 15611 1589 1589 1911.29 CLEARBRIDGE INTERNATIONAL GROWTH 2025-05-08 2025-08-08 143232 135300 7932 7932 3717.43 CLEARBRIDGE INTERNATIONAL GROWTH 2019-11-12 2025-08-08 278584 192881 85703 85703 2. MASTERCARD INC 2021-03-05 2025-05-08 1147 714 433 433 54. MASTERCARD INC 2021-03-05 2025-08-08 30441 19285 11156 11156 7. MICROSOFT CORP 2025-05-08 2025-08-08 3657 3105 552 552 69. MICROSOFT CORP 2021-03-05 2025-08-08 36047 15812 20235 20235 3. MOODYS CORP 2024-12-17 2025-05-08 1430 1459 -29 -29 60. MOODYS CORP 2024-12-17 2025-08-08 30972 29180 1792 1792 87. NASDAQ, INC 2024-12-17 2025-05-08 6901 6957 -56 -56 353. NASDAQ, INC 2024-12-17 2025-08-08 34213 28228 5985 5985 19. NEWMONT MINING CORP CAP COM 2024-12-17 2025-05-08 1009 760 249 249 533. NEWMONT MINING CORP CAP COM 2024-12-17 2025-08-08 37118 21308 15810 15810 216. NISOURCE INC 2024-12-17 2025-05-08 8722 7873 849 849 668. NISOURCE INC 2024-12-17 2025-08-08 28377 24347 4030 4030 2219.32 PARNASSUS CORE EQUITY FUND $0.551 2023-09-12 2025-05-08 131450 121152 10298 10298 13131.88 PARNASSUS CORE EQUITY FUND $0.551 2020-03-17 2025-08-08 854229 645474 208755 208755 375. PAYPAL HOLDINGS INC 2024-12-17 2025-08-08 25658 34050 -8392 -8392 35. PAYPAL HOLDINGS INC 2025-05-08 2025-08-08 2395 2475 -80 -80 58. QUEST DIAGNOSTICS INC 2024-12-17 2025-05-08 10270 8948 1322 1322 158. QUEST DIAGNOSTICS INC 2024-12-17 2025-08-08 27592 24375 3217 3217 2. S&P GLOBAL INC 2018-03-27 2025-05-08 1026 381 645 645 55. S&P GLOBAL INC 2018-03-27 2025-08-08 30861 10464 20397 20397 7. UNION PACIFIC CORP COM 2024-12-17 2025-05-08 1527 1625 -98 -98 116. UNION PACIFIC CORP COM 2024-12-17 2025-08-08 25841 26933 -1092 -1092 1. UNITEDHEALTH GROUP INC 2021-03-05 2025-05-08 387 340 47 47 49. UNITEDHEALTH GROUP INC 2021-03-05 2025-08-08 11981 16654 -4673 -4673 30364.37 VANGUARD SHORT-TERM TREASURY FD $0.049 2023-06-05 2025-08-08 300607 300000 607 607 27. VISA INC 2021-03-05 2025-05-08 9567 5792 3775 3775 76. VISA INC 2021-03-05 2025-08-08 25385 16302 9083 9083 87. WEYERHAEUSER CO CAP 2024-12-17 2025-05-08 2272 2554 -282 -282 841. WEYERHAEUSER CO CAP 2024-12-17 2025-08-08 21597 24689 -3092 -3092 169. WILLIAMS SONOMA INC COM 2025-05-08 2025-08-08 33972 27263 6709 6709 55. YUM BRANDS INC 2024-12-17 2025-05-08 8172 7505 667 667 170. YUM BRANDS INC 2024-12-17 2025-08-08 24055 23197 858 858 193. APTIV HOLDINGS LTD 2024-12-17 2025-05-08 11906 11158 748 748 233. APTIV HOLDINGS LTD 2023-12-08 2025-05-08 14374 18722 -4348 -4348 108. JOHNSON CONTROLS INTERNATIONAL PLC 2021-03-05 2025-05-08 9939 6252 3687 3687 367. JOHNSON CONTROLS INTERNATIONAL PLC 2021-03-05 2025-08-08 38539 21246 17293 17293 2. TRANE TECHNOLOGIES PLC 2018-08-14 2025-05-08 822 150 672 672 73. TRANE TECHNOLOGIES PLC 2018-08-14 2025-08-08 31424 5480 25944 25944 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 CAPITAL GAIN DIVIDENDS P 150461 1397794 23420 0 23420 0 23420 7155 0 0 7155 0 16265 0 0 false false false false false false false true true OH true false false false false true www.brushfoundation.org KEYBANK N A 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 441442302 false false false false true false false false false false false false false false false false false false false false false false ELIZABETH STITES 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 2 0 JUDITH WRIGHT 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 REV HENRY C DOLL 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 ABIGAIL ENGLISH 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 MICHAEL BRICKNER 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD PRESIDENT 1 0 SARAH KELLEY 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD MEMBER 1 0 ELLEN LIU 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD SECRETARY 1 0 LOURDES RIVERA 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD VICE PRESIDENT 1 0 CINDIE CARROLL-PANKHURST 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 JACQUELINE DARROCH 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 GITA GIDWANI 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 DANIEL PELLEGROM 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 KEYBANK N A 127 PUBLIC SQUARE CLEVELAND OH 44114 TRUSTEE 1 26444 NIKKI BASZYNSKI 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD MEMBER 1 0 CERON CARDENAS 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD MEMBER 1 0 EMILY LUNDGARD 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD MEMBER 1 0 SELINA PAGAN 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 BOARD MEMBER 1 0 STACEY EASTERLING 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 ELLEN ROME 25350 ROCKSIDE ROAD BEDFORD HEIGHTS OH 44146 EMERITUS MEMBER 1 0 NONE 0 NONE 0 8818992 0 0 8818992 0 0 8818992 132285 8686707 434335 434335 23420 23420 410915 12546 423461 0 423461 413301 0 0 0 0 413301 423461 0 0 0 0 9329 0 19809 29138 413301 0 0 0 413301 0 10160 10160 18978 0 0 0 0 0 0 0 18978 0 0 0 18978 NONE NONE THE BRUSH FOUNDATION 25350 ROCKSIDE RD 3RD FLOOR BEDFORD HEIGHTS OH 44146 2163342209 CONTACT THE FOUNDATION FOR FORMAL GUIDELINES 6/30 AND 12/31 NO GRANTS TO INDIVIDUALS. THE FOUNDATION'S VISION OF A "PREFERRED FUTURE" IS: A FUTURE IN WHICH FAMILY PLANNING WORLD-WIDE IS AVAILABLE, AFFORDABLE, ACCEPTABLE, EFFECTIVE AND SAFE. THE CLEVELAND CLINIC 9500 EUCLID AVE CLEVELAND OH 44195 NONE PC GENERAL OPERATING 15000 JUST CHOICE 693 12 N HIGH ST SUITE G WORTHINGTON OH 43085 NONE PC GENERAL OPERATING 23000 COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE 893 WEST STREET AMHERST MA 01002 NONE PC GENERAL OPERATING 10000 NEW VOICES FOR REPRODUCTIVE JUSTICE 5987 BROAD STREET STE 205 PITTSBURGH PA 15221 NONE PC GENERAL OPERATING 10000 UNITE FOR REPRODUCTIVE & GENDER EQUITY 4315 50TH ST NW STE 100 WASHINGTON DC 20016 NONE PC GENERAL OPERATING 10000 PLANNED PARENTHOOD RESEARCH CENTER-BLOOM 25350 ROCKSIDE RD BEDFORD HEIGHTS OH 44146 NONE PC GENERAL OPERATING 10000 OHIO PROGRESSIVE ASIAN WOMENS LEADERSHIP P O BOX 428 COLUMBUS OH 43216 NONE PC GENERAL OPERATING 16500 ABORTION FORWARD ALLIANCE 510 E NORTH BROADWAY ST STE 202 COLUMBUS OH 43214 NONE PC GENERAL OPERATING 30000 PRETERM CLEVELAND INC 12000 SHAKER BLVD CLEVELAND OH 441201922 NONE PC GENERAL OPERATING 65000 PLANNED PARENTHOOD SOUTHWEST OHIO REGION 2314 AUBURN AVE CINCINNATI OH 452192802 NONE PC GENERAL OPERATING 30000 FAITH CHOICE OHIO PO BOX 82204 COLUMBUS OH 432020204 NONE PC GENERAL OPERATING 10000 PLANNED PARENTHOOD OF GREATER OHIO 444 W EXCHANGE ST AKRON OH 443021711 NONE PC GENERAL OPERATING 30000 CASE WESTERN RESERVE UNIVERSITY 11000 CEDAR AVE STE 357 CLEVELAND OH 441063052 NONE PC GENERAL OPERATING 25000 CATHOLICS FOR CHOICE 1436 U ST NW STE 301 WASHINGTON DC 200093988 NONE PC GENERAL OPERATING 7500 OHIO VOICE PO BOX 428 COLUMBUS OH 432160428 NONE PC GENERAL OPERATING 18000 OHIO WOMENS ALLIANCE 1255 N HAMILTON RD 194 GAHANNA OH 432306785 NONE PC GENERAL OPERATING 32000 ABORTION FUND OF OHIO PO BOX 1611 COLUMBUS OH 43216 NONE PC GENERAL OPERATING 25000 367000 14 212723 18 1397794 OTHER INCOME 1 114230 1724747 1724747 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1050 1050 46435G516 ISHARES MSCI EAFE ES 46435G425 ISHARES ESG AWARE MS 00206R102 AT&T INC 17275R102 CISCO SYS INC 231021106 CUMMINS INC 370334104 GENERAL MLS INC 458140100 INTEL CORP 92826C839 VISA INC 594918104 MICROSOFT CORP 91324P102 UNITEDHEALTH GROUP I G8994E103 TRANE TECHNOLOGIES P 52106N459 LAZARD GLOBAL LISTED AT COST 373583 447848 42824C109 HEWLETT PACKARD ENTE 701769408 PARNASSUS CORE EQUIT 57636Q104 MASTERCARD INC 40434L105 HP INC 131649774 CALVERT EMG MKTS EQU 78409V104 S&P GLOBAL INC 064058100 BANK OF NEW YORK MEL 101156800 BOSTON TRUST WALDEN 43300A203 HILTON WORLDWIDE HOL 13161P862 CALVERT SMALL CAP FU G51502105 JOHNSON CONTROLS INT 487836108 KELLOGG CO 998418100 PROTEUS SPC-1825 CAP 086516101 BEST BUY INC 12504L109 CBRE GROUP INC 126408103 CSX CORP 194162103 COLGATE PALMOLIVE CO 260557103 DOW INC 278865100 ECOLAB INC 44107P104 HOST HOTELS & RESORT 45687V106 INGERSOLL-RAND INC 460690100 INTERPUBLIC GROUP CO 46137V357 INVESCO S&P 500 EQUA 46435U549 ISHARES ESG US AGGRE 46982L108 JACOBS SOLUTIONS INC 47103U845 JANUS HENDERSON AAA 52471E258 CLEARBRIDGE INTERNAT 72201U638 PIMCO MORTAGE OPP & AT COST 382700 384918 922031851 VANGUARD SHORT-TERM 00130H105 AES CORP 00971T101 AKAMAI TECHNOLOGIES 023939101 AMENTUM HOLDINGS INC 036752103 ANTHEM INC 115233389 BROWN ADVISORY SUSTA 12541W209 C H ROBINSON WORLDWI 125523100 CIGNA CORP 23918K108 DAVITA INC 253868103 DIGITAL REALTY TRUST 278642103 EBAY INC 28176E108 EDWARDS LIFESCIENCES 29444U700 EQUINIX INC 316773100 FIFTH THIRD BANCORP 418056107 HASBRO INC 445658107 HUNT J B TRANS SVCS 500754106 KRAFT HEINZ CO 512807306 LAM RESEARCH CORP 615369105 MOODYS CORP 631103108 NASDAQ, INC 651639106 NEWMONT MINING CORP 65473P105 NISOURCE INC 70450Y103 PAYPAL HOLDINGS INC 74834L100 QUEST DIAGNOSTICS IN 907818108 UNION PACIFIC CORP 962166104 WEYERHAEUSER CO 988498101 YUM BRANDS INC G3265R107 APTIV HOLDINGS LTD 38147N293 GOLDMAN SACHS GQG PT AT COST 701800 702112 40168W525 GUGGENHEIM TOTAL RET AT COST 382400 385597 412295107 HARDING LOEVNER INTL AT COST 701800 667632 464287200 ISHARES CORE S&P 500 AT COST 3457136 3715800 46432F834 ISHARES CORE MSCI TO AT COST 351385 377918 4812C0381 JPMORGAN CORE BOND F AT COST 382400 385732 592905509 METROPOLITAN WEST T/ AT COST 305925 308278 74256W584 PRINCIPAL MIDCAP FUN AT COST 324600 296290 904504842 UNDISCOVERED MGRS BE AT COST 324600 306328 922031786 VANGUARD LONG-TERM T AT COST 76475 76957 998678689 PROTEUS SPC-1825 CAP AT COST 743995 827784 ROUNDING 7 STATE FILING FEES 600 0 600 CONSULTING FEES 24425 0 24425 INSURANCE 1327 0 1327 BOARD TRAVEL & MEETING EXPENSE 12192 0 12192 POSTAGE 96 0 96 PROTEUS LLC EXPENSES 14950 14950 0 PROTEUS INCOME 114230 114230 RECOVERY OF GRANT PAID 12546 FOREIGN TAXES 4622 4622 0 FEDERAL TAX PAYMENT - PRIOR YE 2194 0 0 FEDERAL ESTIMATES - PRINCIPAL 6996 0 0 FOREIGN TAXES ON NONQUALIFIED 305 305 0