Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Westfield Insurance Foundation
 
% WESTFIELD
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 5001
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Westfield Center, OH44251
A Employer identification number

20-3816760
B Telephone number (see instructions)

(330) 887-8431
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$38,339,143J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 532,701 602,891  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,051,681
b Gross sales price for all assets on line 6a 4,915,984
7 Capital gain net income (from Part IV, line 2)... 926,631
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 -25,476 0
12 Total. Add lines 1 through 11........ 1,584,382 1,504,046 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 329,313     329,313
15 Pension plans, employee benefits....... 60,476     60,476
16a Legal fees (attach schedule)......... Click to see attachment 2,411 2,411 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 17,250 17,250 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,756 0 0 23,756
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,920    
20 Occupancy.............. 31,080     31,080
21 Travel, conferences, and meetings....... 11,034     11,034
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 45,351 458 0 44,893
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 527,591 20,119 0 500,552
25 Contributions, gifts, grants paid....... 3,200,352 3,715,626
26 Total expenses and disbursements. Add lines 24 and 25 3,727,943 20,119 0 4,216,178
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,143,561
b Net investment income (if negative, enter -0-) 1,483,927
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 93,326 350,138 350,138
2 Savings and temporary cash investments......... 735,840 298,238 298,238
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,324,474 Click to see attachment5,885,443 5,885,443
b Investments—corporate stock (attach schedule)....... 24,290,925 Click to see attachment25,609,922 25,609,922
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,465,507 Click to see attachment6,195,402 6,195,402
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,910,072 38,339,143 38,339,143
Liabilities 17 Accounts payable and accrued expenses.......... 5,000 3,500
18 Grants payable................. 1,049,465 530,590
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment38,738
23 Total liabilities (add lines 17 through 22)......... 1,054,465 572,828
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 36,855,607 37,766,315
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 36,855,607 37,766,315
30 Total liabilities and net assets/fund balances (see instructions). 37,910,072 38,339,143
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
36,855,607
2
Enter amount from Part I, line 27a .....................
2
-2,143,561
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,054,269
4
Add lines 1, 2, and 3 ..........................
4
37,766,315
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,766,315
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ST CAPITAL GAINS - COVERED      
b LT CAPITAL GAINS - COVERED      
c ST CAPITAL GAINS ON GP SMF III, LP      
d LT CAPITAL GAINS ON GP SMF III, LP      
e LT CAPITAL GAINS ON GP SMF III AIV, LP      
ST CAPITAL GAINS ON PACIFIC PRIVATE EQTY OPP FD II, LP      
LT CAPITAL GAINS ON PACIFIC PRIVATE EQTY OPP FD II, LP      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 697,992   479,077 218,915
b 3,891,583   3,510,276 381,307
c 785     785
d 166,801     166,801
e 70,848     70,848
76     76
87,899     87,899
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       218,915
b       381,307
c       785
d       166,801
e       70,848
      76
      87,899
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 926,631
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 20,627
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 20,627
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,627
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,119
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,119
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 136
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,644
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWESTFIELD Telephone no.bullet (330) 887-8431

    Located atbulletPO BOX 5001Westfield CenterOH ZIP+4bullet44251
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Joseph Kohmann Director
    0.5     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Edward Largent Director
    0.5     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Jani Groza Director
    15.0     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Frank Carrino Director
    1.0     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Stuart Rosenberg Director
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    James Merz Director
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Michael Prandi Director
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Craig Welsh Director
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Robyn Hahn Director
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Kristine Neate Director beg 2020
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    Jennifer Palmieri Director beg 2020
    0.25     		0 0 0
    PO Box 5001
    Westfield Center,OH44251
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    35,068,455
    b
    Average of monthly cash balances.......................
    1b
    198,111
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,266,566
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    35,266,566
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    528,998
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,737,568
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,736,878
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,736,878
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    20,627
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,627
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,716,251
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,716,251
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,716,251
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,216,178
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,216,178
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,216,178
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,716,251
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,056,222
    b From 2016...... 1,059,456
    c From 2017...... 1,088,271
    d From 2018...... 1,171,217
    e From 2019...... 1,412,240
    fTotal of lines 3a through e........ 5,787,406
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,216,178
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,716,251
    e Remaining amount distributed out of corpus 2,499,927
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,287,333
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,056,222
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		7,231,111
    10 Analysis of line 9:
    a Excess from 2016.... 1,059,456
    b Excess from 2017.... 1,088,271
    c Excess from 2018.... 1,171,217
    d Excess from 2019.... 1,412,240
    e Excess from 2020.... 2,499,927
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Westfield Insurance Foundation
    PO Box 5001
    Westfield Center,OH44251
    JaniGroza@westfieldgrp.com
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    Submissions are accepted at any time.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Funds are disbursed to organizations that are permissible within the Foundation's exempt purpose and existence under 501(c)(3), strategy, and eligible to receive contributions according to applicable IRC code sections and verification.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		NONE PC Family Stability 2,000
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		NONE PC Family Stability 25,000
    Akron Urban League
    440 Vernon Odom Blvd
    Akron,OH44307     		NONE PC Justice & Equality 75,000
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 5,000
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 5,000
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 50,000
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 200
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 150
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 525
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Employee Match 1,150
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Employee Match 100
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Employee Match 225
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Employee Match 32,844
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC General Support 280
    Akron-Canton Regional Foodbank
    350 Opportunity Pkwy
    AKRON,OH44307     		NONE PC Food Insecurity 18,000
    Almost Home Inc
    231 N MAIN ST
    BRIGHTON,CO80601     		NONE PC Disaster Recovery 15,000
    Alzheimer's Disease & Related Disorders Assoc
    225 N Michigan Ave 17th Fl
    Chicago,IL60601     		NONE PC General Support 75
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC Employee Match 50
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC Employee Match 23,327
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC Employee Match 2,400
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC General Support 51
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC General Support 51
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FL
    ATLANTA,GA30303     		NONE PC Holiday help 1,500
    American Cancer Society Inc
    250 Williams Street NW
    Atlanta,GA30303     		NONE PC General Support 260
    American Diabetes Association
    2451 Crystal Drive Suite 900
    Arlington,VA22202     		NONE PC General Support 51
    American Diabetes Association
    2451 Crystal Drive Suite 900
    Arlington,VA22202     		NONE PC General Support 50
    American Heart Association (national)
    1375 E 9 ST 600
    Cleveland,OH44114     		NONE PC Employee Match 18,563
    American Heart Association Inc
    7272 Greenville Avenue
    Dallas,TX75231     		NONE PC Employee Match 800
    American Heart Association Inc
    7272 Greenville Avenue
    Dallas,TX75231     		NONE PC General Support 18,000
    American Inst for Chartered Property Casualty Unde
    720 Providence Road
    Malvern,PA19355     		NONE PC General Support 15,000
    American Red Cross of Northeast Ohio
    3747 Euclid Avenue
    Cleveland,OH44115     		NONE PC Safety 75,000
    ANIMAL FRIENDS INC
    562 CAMP HORNE RD
    PITTSBURGH,PA15237     		NONE PC General Support 50
    APOSTOLIC CHRISTIAN HOME INC
    10680 STEINER RD
    RITTMAN,OH44270     		NONE PC General Support 51
    ARTHRITIS FOUNDATION INC
    1355 PEACHTREE ST NE STE 600
    ATLANTA,GA30390     		NONE PC General Support 51
    Atlanta Community Food Bank
    732 Jospeh E Lowery Blvd NW
    Atlanta,GA30318     		NONE PC Employee Match 780
    Autism Society
    6110 Executive Boulevard Suite 305
    Rockville,MD20852     		NONE PC General Support 15,000
    Avon Lake United Church of Christ
    32801 Electric Blvd
    Avon Lake,OH44012     		NONE PC General Support 51
    AvonAvon Lake Community Resource Services Inc
    33479 Lake Road Suite C
    Avon Lake,OH44012     		NONE PC Disaster Recovery 15,000
    BackpackBuddyOrg
    145 WATERSIDE CIR
    WINFIELD,WV25213     		NONE PC Food Insecurity 5,000
    Bath Township Fire Department
    PO Box 1188
    Bath,OH44210     		NONE PC General Support 75
    Battered Women's Shelter
    974 E MARKET ST
    AKRON,OH44305     		NONE PC Capital campaign 20,000
    Battered Women's Shelter
    974 E MARKET ST
    AKRON,OH44305     		NONE PC Holiday help 1,500
    BECAUSE I SAID I WOULD
    20525 CENTER RIDGE RD STE 500
    ROCKY RIVER,OH44116     		NONE PC General Support 1,250
    BEN CURTIS FAMILY FOUNDATION
    6060 PARKLAND BLVD STE 100
    CLEVELAND,OH44124     		NONE PC Food Insecurity 5,000
    BENJAMIN ROSE INSTITUTE
    11890 FAIRHILL RD
    CLEVELAND,OH44120     		NONE PC Food Insecurity 5,000
    Best Christmas Ever Inc
    PO Box 439
    Cloquet,MN55720     		NONE PC Family stability 5,000
    Black River Local Schools
    257-A county road 40
    Sullivan,OH44880     		NONE PC General Support 350
    Bluecoats of Medina County Inc
    4121 Avon Lake Road
    Litchfield,OH44253     		NONE PC Safety 250
    Bowling Green State University
    337 Maurer Center
    Bowling Green,OH43403     		NONE PC Insurance program support 5,000
    BOYS & GIRLS CLUB OF GREATER KINGSPORT INC
    PO BOX 784
    KINGSPORT,TN37662     		NONE PC General Support 76
    BOYS AND GIRLS CLUB OF THE WESTERN RESERVE INC
    889 JONATHAN AVE
    AKRON,OH44306     		NONE PC General Support 1,320
    Brethren Housing Association
    219 Hummel Street
    Harrisburg,PA17104     		NONE PC Family stability 10,000
    BRIDGEPORT UNITED METHODIST CHURCH
    251 WORTHINGTON DR
    BRIDGEPORT,WV26330     		NONE PC General Support 50
    BULLDOG BAGS INC
    PO BOX 1475
    STOW,OH44224     		NONE PC Employee Match 41
    BVU The Center for Nonprofit Excellence
    1300 East 9th Street
    Cleveland,OH44114     		NONE PC General Support 2,725
    BVU The Center for Nonprofit Excellence
    1300 East 9th Street
    Cleveland,OH44114     		NONE PC General Support 2,500
    CANDID
    PO Box 22799
    NEW YORK,NY10087     		NONE PC Membership tools 1,625
    CANDID
    PO Box 22799
    NEW YORK,NY10087     		NONE PC Membership tools 750
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		NONE PC Food Insecurity 1,500
    Catholic Charities USA
    2050 Ballenger Avenue
    Alexandria,VA22314     		NONE PC Disaster Recovery 25,000
    Catholic Charities Diocese of Cleveland
    1404 E Ninth St 8th Floor
    Cleveland,OH44114     		NONE PC General Support 250
    CENTER FOR DISASTER PHILANTHROPY INC
    One Thomas Circle NW Suite 700
    WASHINGTON,DC20005     		NONE PC Disaster Recovery 1,200
    CENTER FOR DISASTER PHILANTHROPY INC
    One Thomas Circle NW Suite 700
    WASHINGTON,DC20005     		NONE PC Disaster Recovery 75,000
    CENTER FOR DISASTER PHILANTHROPY INC
    One Thomas Circle NW Suite 700
    WASHINGTON,DC20005     		NONE PC Disaster Recovery 30,000
    Central Pennsylvania Food Bank
    3908 Corey Road
    Harrisburg,PA17109     		NONE PC Food Insecurity 25
    Central Pennsylvania Food Bank
    3908 Corey Road
    Harrisburg,PA17109     		NONE PC Employee Match 1,994
    Charleston Catholic High School HOPE
    1033 VIRGINIA ST E
    CHARLESTON,WV25301     		NONE PC Family stability 5,000
    CHATTANOOGA AREA FOOD BANK INC
    2009 CURTAIN POLE RD
    CHATTANOOGA,TN37406     		NONE PC Food Insecurity 25
    CHESTER COUNTY FOOD BANK
    650 PENNSYLVANIA DR
    EXTON,PA19341     		NONE PC Food Insecurity 2,500
    CHN Housing Partners
    2999 Payne Avenue
    Cleveland,OH44114     		NONE PC Family Stability 5,000
    CHN Housing Partners
    2999 Payne Avenue
    Cleveland,OH44114     		NONE PC Disaster Recovery 100,000
    Christian Children's Home of Ohio
    2685 Armstrong Rd
    Wooster,OH44691     		NONE PC General Support 5,000
    Cincinnati Union Bethel
    2401 Reading Road
    Cincinnati,OH45202     		NONE PC Family stability 15,000
    CLEARVIEW LEGACY FOUNDATION
    PO BOX 30196
    EAST CANTON,OH44730     		NONE PC General Support 3,500
    CLEVELAND HEARING AND SPEECH CENTER
    11635 EUCLID AVE
    CLEVELAND,OH44106     		NONE PC Food Insecurity 5,000
    Cleveland Leadership Center
    1375 East 9th Street Suite 1100
    Cleveland,OH44114     		NONE PC General Support 7,000
    Cleveland Leadership Center
    1375 East 9th Street Suite 1100
    Cleveland,OH44114     		NONE PC General Support 1,000
    Cleveland Public Library
    325 Superior Avenue
    Cleveland,OH44114     		NONE PC Democracy 2020 campaign 7,500
    Cleveland Sight Center
    1909 E 101st St
    Cleveland,OH44106     		NONE PC General Support 5,000
    Cleveland State University Foundation
    2121 Euclid Avenue UN 501
    Cleveland,OH44115     		NONE PC Scholarship 2,340
    Cloverleaf Local School District
    8525 Friendsville Rd
    Lodi,OH44254     		NONE PC Food Insecurity 20,000
    COALITION OF COMMITTED CHRISTIANS INC
    311 W 2ND ST
    FRANKFORT,KY40601     		NONE PC Food Insecurity 5,000
    Coatesville Area Senior Center
    250 MARTIN LUTHER KING JR BLVD
    COATESVILLE,PA19320     		NONE PC Disaster Recovery 15,000
    College Now Greater Cleveland
    1500 West 3rd Street Suite 125
    Cleveland,OH44113     		NONE PC Family Stability 5,000
    College Now Greater Cleveland
    1500 West 3rd Street Suite 125
    Cleveland,OH44113     		NONE PC Assistance to Cloverleaf Local Schools 14,925
    College Now Greater Cleveland
    1500 West 3rd Street Suite 125
    Cleveland,OH44113     		NONE PC Family Stability 50,000
    College Now Greater Cleveland
    1500 West 3rd Street Suite 125
    Cleveland,OH44113     		NONE PC Family Stability 25,000
    COLUMBUS CENTER FOR HUMAN SERVICES INC
    540 INDUSTRIAL MILE RD
    COLUMBUS,OH43228     		NONE PC General Support 51
    COMMUNITY AIDS NETWORKAKRON PRIDE INITIATIVE
    759 W MARKET ST 1ST FLOOR
    AKRON,OH44303     		NONE PC General Support 500
    COMMUNITY AIDS NETWORKAKRON PRIDE INITIATIVE
    759 W MARKET ST 1ST FLOOR
    AKRON,OH44303     		NONE PC General Support 1,500
    COMMUNITY FOOD BANK OF NEW JERSEY INC
    31 EVANS TERMINAL
    HILLSIDE,NJ07205     		NONE PC Food Insecurity 25
    Community Foundation of Greater Dubuque
    700 Locust St Ste 195
    Dubuque,IA52001     		NONE PC Disaster Recovery 15,000
    Community Homeless Outreach & Support Inc
    219 Virginia Ave
    Lebanon,TN37087     		NONE PC Family stability 10,000
    COMMUNITY OF HOPE
    c/o Cleveland State University
    Cleveland,OH44115     		NONE PC General Support 360
    COMPASS Family & Community Services
    535 MARMION AVE
    YOUNGSTOWN,OH44502     		NONE PC Family stability 15,000
    Council on Foundations
    2121 Crystal Drive Ste 700
    Arlington,VA22202     		NONE PC Membership tools 8,500
    Council on Foundations
    2121 Crystal Drive Ste 700
    Arlington,VA22202     		NONE PC Membership tools 1,500
    Creston Canaan United Methodist Church
    PO Box 1111
    Creston,OH44217     		NONE PC General Support 50
    CREUTZFELDT-JAKOB DISEASE FOUNDATION INC
    3634 W MARKET ST SUITE 110
    AKRON,OH44333     		NONE PC General Support 51
    CROSSROADS HEALTH
    8445 MUNSON RD
    MENTOR,OH44060     		NONE PC Food Insecurity 5,000
    Cultivate Culinary School & Catering
    1403 Prairie Avenue
    South Bend,IN46613     		NONE PC Food Insecurity 5,000
    Cuyahoga Community College Foundation
    700 CARNEGIE AVE
    CLEVELAND,OH44115     		NONE PC Family Stability 37,500
    Cuyahoga Community College Foundation
    700 CARNEGIE AVE
    CLEVELAND,OH44115     		NONE PC Holiday help 1,500
    Dare to Care Foodbank
    P O Box 35458
    Louisville,KY40232     		NONE PC Food Insecurity 25
    Dare to Care Foodbank
    P O Box 35458
    Louisville,KY40232     		NONE PC Employee Match 51
    East Chippewa Church of the Brethren
    7207 Chippewa Road
    Orrville,OH44667     		NONE PC General Support 50
    EASTERN REGIONAL KIDNEY FOUNDATION INC
    4822 MARKET ST STE 240
    YOUNGSTOWN,OH44512     		NONE PC General Support 50
    Ehrbar Angels Foundation
    11218 Essex Cir
    North Royalton,OH44133     		NONE PC Safety 750
    Empowering and Strengthening Ohio's People (ESOP)
    11890 Fairhill Rd
    Cleveland,OH44120     		NONE PC Family Stability 20,000
    Empowering and Strengthening Ohio's People (ESOP)
    11890 Fairhill Rd
    Cleveland,OH44120     		NONE PC Family Stability 30,000
    Evansville First Seventh-day Adventist Church
    41 West Campground Road
    Evansville,IN47710     		NONE PC General Support 50
    EXCELSIOR COVENANT CHURCH EXCELSIOR MN
    19955 EXCELSIOR BLVD
    EXCELSIOR,MN55331     		NONE PC General Support 50
    FACING HUNGER FOODBANK INC
    1327 7TH AVE
    HUNTINGTON,WV25701     		NONE PC Food Insecurity 25
    FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION
    8111 QUINCY AVE SUITE 100
    CLEVELAND,OH44104     		NONE PC Family Stability 35,000
    FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION
    8111 QUINCY AVE SUITE 100
    CLEVELAND,OH44104     		NONE PC Holiday help 1,500
    Fairmount Homes
    333 Wheat Ridge Dr
    Ephrata,PA15722     		NONE PC General Support 51
    Faith in Action Medina County Caregivers
    13291 Old Mill Rd
    Spencer,OH44275     		NONE PC General Support 4,125
    FAMILY & COMMUNITY SERVICES INC
    705 OAKWOOD ST STE 221
    RAVENNA,OH44266     		NONE PC Food Insecurity 5,000
    Family Scholar House Inc
    403 REG SMITH CIR
    LOUISVILLE,KY40208     		NONE PC Family stability 15,000
    Farmers' Legal Action Group
    6 West 5th Street
    St Paul,MN55102     		NONE PC Family Stability 50,000
    Farmers' Legal Action Group
    6 West 5th Street
    St Paul,MN55102     		NONE PC Disaster Recovery 75,000
    Feeding America
    35 E WACKER DR STE 2000
    CHICAGO,IL60601     		NONE PC Food Insecurity 50,000
    Feeding America
    35 E WACKER DR STE 2000
    CHICAGO,IL60601     		NONE PC Food Insecurity 450,000
    Feeding America
    35 E WACKER DR STE 2000
    CHICAGO,IL60601     		NONE PC Employee Match 125
    Feeding America Kentucky's Heartland Inc
    PO BOX 821
    Elizabethtown,KY42702     		NONE PC Food Insecurity 25
    Feeding America Kentucky's Heartland Inc
    PO BOX 821
    Elizabethtown,KY42702     		NONE PC Food Insecurity 25
    FEEDING AMERICA SOUTHWEST VIRGINIA
    1025 ELECTRIC RD
    SALEM,VA24153     		NONE PC Food Insecurity 25
    FEEDING AMERICA WEST MICHIGAN
    864 W RIVER CENTER DR NE
    COMSTOCK PARK,MI49321     		NONE PC Food Insecurity 50
    FEEDING AMERICA WEST MICHIGAN
    864 W RIVER CENTER DR NE
    COMSTOCK PARK,MI49321     		NONE PC Food Insecurity 25
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Food Insecurity 15,000
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Food Insecurity 5,000
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Employee Match 50
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Employee Match 50
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Food insecurity 2,760
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Food Insecurity 2,500
    Feeding Medina County
    650 W Smith Road C-8
    Medina,OH44256     		NONE PC Food Insecurity 4,000
    Feeding Northeast Florida
    1116 Edgewood Ave N Units D and E
    Jacksonville,FL32254     		NONE PC Food insecurity 500
    FEEDING TAMPA BAY
    4702 TRANSPORT DR BLDG 6
    TAMPA,FL33605     		NONE PC Food Insecurity 25
    FIGHT2FEED A CHARITABLE ORGANIZATION
    NO 175 825 S WAUKEGAN RD UNIT A8
    LAKE FOREST,IL60045     		NONE PC Food Insecurity 5,000
    Florence United Methodist Church
    8585 Old Toll Road
    Florence,KY41042     		NONE PC General Support 75
    FOOD BANK OF IOWA
    PO Box 1517
    DES MOINES,IA50305     		NONE PC Food Insecurity 25
    FOOD BANK OF IOWA
    PO Box 1517
    DES MOINES,IA50305     		NONE PC Employee Match 51
    FOOD BANK OF NORTHERN INDIANA
    702 CHAPIN ST
    SOUTH BEND,IN46601     		NONE PC Food Insecurity 25
    FOOD BANK OF NORTHERN INDIANA
    702 CHAPIN ST
    SOUTH BEND,IN46601     		NONE PC Food Insecurity 50
    FOOD BANK OF NORTHWEST INDIANA INC
    6490 BROADWAY
    MERRILLVILLE,IN46410     		NONE PC Food Insecurity 25
    FOOD FOR THE HUNGRY INC
    1224 E WASHINGTON ST
    PHOENIX,AZ85034     		NONE PC General Support 51
    FOODBANK OF MONMOUTH AND OCEAN CTYS INC DBA Fulfil
    3300 ROUTE 66
    NEPTUNE,NJ07753     		NONE PC Food Insecurity 1,500
    Foodshare
    450 Woodland Avenue
    Bloomfield,CT06002     		NONE PC Employee Match 1,300
    Freestore Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45202     		NONE PC Food Insecurity 25
    Freestore Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45202     		NONE PC Food Insecurity 25
    Freestore Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45202     		NONE PC Employee Match 1,000
    Freestore Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45202     		NONE PC Employee Match 1,000
    Freestore Foodbank Inc
    1141 Central Parkway
    Cincinnati,OH45202     		NONE PC Food insecurity 500
    Fulton County HOPE
    PO BOX 735
    ROCHESTER,IN46975     		NONE PC Family stability 15,000
    Fund for Our Economic Future
    4415 Euclid Avenue Suite 203
    Cleveland,OH44103     		NONE PC Family Stability 75,000
    Fund for Our Economic Future
    4415 Euclid Avenue Suite 203
    Cleveland,OH44103     		NONE PC Economic development 40,000
    Gamma Iota Sigma
    PO Box 1744
    Powell,OH43065     		NONE PC General Support 10,000
    Girl Scouts of North East Ohio
    One Girl Scout Way
    Macedonia,OH44056     		NONE PC General Support 500
    Girl Scouts of North East Ohio
    One Girl Scout Way
    Macedonia,OH44056     		NONE PC General Support 500
    Give Back Cincinnati
    312 Walnut St Ste 3600
    Cincinnati,OH45202     		NONE PC General Support 500
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		NONE PC Food Insecurity 75
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		NONE PC Food Insecurity 25
    Gleaners Food Bank of Indiana Inc
    3737 Waldemere Ave
    Indianapolis,IN46241     		NONE PC Food Insecurity 50
    Gleaners Food Bank of Indiana Inc
    3737 Waldemere Ave
    Indianapolis,IN46241     		NONE PC Food Insecurity 50
    Gloria Dei Lutheran Church
    PO Box 1935
    Holmes Beach,FL34218     		NONE PC General Support 50
    God's Pantry Food Bank Inc
    1685 JAGGIE FOX WAY
    LEXINGTON,KY40511     		NONE PC Food Insecurity 25
    God's Pantry Food Bank Inc
    1685 JAGGIE FOX WAY
    LEXINGTON,KY40511     		NONE PC Food Insecurity 15,000
    Good Shepherd Presbyterian Church
    611 N 2450 E
    St George,UT84771     		NONE PC General Support 51
    Great Lakes Science Center
    601 Erieside Avenue
    Cleveland,OH44114     		NONE PC General Support 250
    Greater Cleveland Food Bank Inc
    15500 South Waterloo Road
    Cleveland,OH44110     		NONE PC Food Insecurity 200
    Greater Cleveland Food Bank Inc
    15500 South Waterloo Road
    Cleveland,OH44110     		NONE PC Food Insecurity 150
    Greater Cleveland Food Bank Inc
    15500 South Waterloo Road
    Cleveland,OH44110     		NONE PC Employee Match 150
    Greater Cleveland Food Bank Inc
    15500 South Waterloo Road
    Cleveland,OH44110     		NONE PC Employee Match 350
    Greater Cleveland Food Bank Inc
    15500 South Waterloo Road
    Cleveland,OH44110     		NONE PC Employee Match 3,165
    GREATER CLEVELAND SPORTS COMMISSION
    334 EUCLID AVE STE 100
    CLEVELAND,OH44114     		NONE PC General Support 4,400
    GREATER CLEVELAND SPORTS COMMISSION
    334 EUCLID AVE STE 100
    CLEVELAND,OH44114     		NONE PC General Support 23,153
    GREATER CLEVELAND SPORTS COMMISSION
    334 EUCLID AVE STE 100
    CLEVELAND,OH44114     		NONE PC General Support 5,000
    Greater Pittsburgh Community Food Bank
    1 N Linden Street
    Duquesne,PA15110     		NONE PC Food Insecurity 25
    Greater Pittsburgh Community Food Bank
    1 N Linden Street
    Duquesne,PA15110     		NONE PC Food Insecurity 25
    Greater Twin Cities United Way
    404 S Eighth Street
    Minneapolis,MN55404     		NONE PC Employee Match 150
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 West Lamar Street
    Americus,GA31709     		NONE PC Family Stability 975
    Habitat for Humanity of Greater Indianapolis Inc
    3135 N Meridian St
    Indianapolis,IN46208     		NONE PC General Support 5,000
    Habitat for Humanity of Greater Indianapolis Inc
    3135 N Meridian St
    Indianapolis,IN46208     		NONE PC Food Insecurity 5,000
    Habitat for Humanity of Illinois Inc
    931 W 75th St Suite 137-110
    Naperville,IL60565     		NONE PC Family Stability 1,800
    Habitat for Humanity of Indiana Inc
    101 W Ohio St Suite 2000
    Indianapolis,IN46204     		NONE PC Family Stability 1,325
    Habitat for Humanity of Iowa Inc
    5191 Maple Dr Suite L
    Pleasant Hill,IA50327     		NONE PC Family Stability 400
    Habitat for Humanity of Medina County
    620 E Smith Road E-6A
    Medina,OH44256     		NONE PC Food Insecurity 5,000
    Habitat for Humanity of Michigan Inc
    618 S Creyts Rd Suite A
    Lansing,MI48917     		NONE PC Family Stability 2,800
    Habitat for Humanity of Minnesota
    2171 Universitry Ave W Suite 200
    St Paul,MN55114     		NONE PC Family Stability 1,850
    Habitat for Humanity of Ohio
    88 E Broad Street Suite 1800
    Columbus,OH43215     		NONE PC Family Stability 7,500
    Habitat for Humanity of Ohio
    88 E Broad Street Suite 1800
    Columbus,OH43215     		NONE PC General Support 76
    Habitat for Humanity of Ohio
    88 E Broad Street Suite 1800
    Columbus,OH43215     		NONE PC Family Stability 10,500
    Habitat for Humanity of Pennsylvania
    33 South Seward St
    York,PA17404     		NONE PC Family Stability 6,025
    HABITAT FOR HUMANITY OF SUMMIT COUNTY INC
    2301 ROMIG RD
    AKRON,OH44320     		NONE PC Family Stability 50,000
    HABITAT FOR HUMANITY OF SUMMIT COUNTY INC
    2301 ROMIG RD
    AKRON,OH44320     		NONE PC General Support 15,000
    HABITAT FOR HUMANITY OF SUMMIT COUNTY INC
    2301 ROMIG RD
    AKRON,OH44320     		NONE PC Holiday help 1,500
    Habitat for Humanity of Tennessee Inc
    PO Box 10375
    Murfreesboro,TN37129     		NONE PC Family Stability 2,100
    Haven House of Pickaway County Inc
    PO Box 366
    Circleville,OH43113     		NONE PC Family stability 5,000
    HCR MANORCARE INC
    PO BOX 10086
    TOLEDO,OH43699     		NONE PC General Support 50
    HEALING WARRIORS PROGRAM
    1044 W DRAKE RD STE 202
    FORT COLLINS,CO80526     		NONE PC Food Insecurity 5,000
    HEALTHY NEW ALBANY INC
    150 W Main St Ste B
    NEW ALBANY,OH43054     		NONE PC Employee Match 51
    HEART OF WEST MICHIGAN UNITED WAY
    118 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		NONE PC Employee Match 51
    Helping Hand of Hope
    PO Box 642
    Elizabethtown,KY42702     		NONE PC Disaster Recovery 15,000
    Helping Harvest
    117 MORGAN DR
    READING,PA19608     		NONE PC Food Insecurity 50
    Helping Harvest
    117 MORGAN DR
    READING,PA19608     		NONE PC Food Insecurity 50
    HIGHLAND FOUNDATION FOR EDUCATIONAL EXCELLENCE INC
    3880 RIDGE RD
    MEDINA,OH44256     		NONE PC Digital Divide 5,000
    HOCKING-ATHENS PERRY COMMUNITY ACTION
    3 CARDARAS DR
    GLOUSTER,OH45732     		NONE PC Food Insecurity 75
    HOCKING-ATHENS PERRY COMMUNITY ACTION
    3 CARDARAS DR
    GLOUSTER,OH45732     		NONE PC Food Insecurity 25
    HOLY FAMILY HOME
    7801 DETROIT AVE
    CLEVELAND,OH44102     		NONE PC General Support 51
    HOPE RIDGE UNITED METHODIST CHURCH
    9870 JOHNNYCAKE RIDGE RD
    MENTOR,OH44060     		NONE PC General Support 51
    HOPEWELL HOSPICE FOUNDATION OF AMERICA INC
    525 ROUTE 70 WEST SUITE B15
    LAKEWOOD,NJ08701     		NONE PC General Support 50
    Hopewell United Methodist Church
    852 Hopewell Rd
    Downingtown,PA19335     		NONE PC Family stability 5,000
    HOSPICE OF MEDINA COUNTY
    17876 SAINT CLAIR AVE
    CLEVELAND,OH44110     		NONE PC General Support 50
    HOSPICE OF MEDINA COUNTY
    17876 SAINT CLAIR AVE
    CLEVELAND,OH44110     		NONE PC General Support 51
    HOSPICE OF MEDINA COUNTY
    17876 SAINT CLAIR AVE
    CLEVELAND,OH44110     		NONE PC General Support 50
    HOSPICE OF MIAMI COUNTY INC
    550 SUMMIT AVENUE NO 101
    TROY,OH45373     		NONE PC General Support 50
    Hospice of the Western Reserve Inc
    17876 St Clair Ave
    Cleveland,OH44110     		NONE PC General Support 50
    Housing Opportunities of Northern Kentucky Inc
    502 FRY ST
    COVINGTON,KY41011     		NONE PC Disaster Recovery 15,000
    Housing Research and Advocacy Center
    2728 Euclid Avenue Suite 200
    Cleveland,OH44115     		NONE PC Fair Housing 10,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036     		NONE PC General Support 5,000
    HUMANE SOCIETY OF RICHLAND COUNTY
    3025 PARK AVE W
    ONTARIO,OH44906     		NONE PC General Support 51
    ideastream
    1375 Euclid Avenue
    Cleveland,OH44115     		NONE PC General Support 20,000
    Insurance Industry Charitable Foundation Inc
    1999 Avenue of the Stars Suite 110
    Los Angeles,CA90067     		NONE PC General Support 5,000
    Insurance Industry Charitable Foundation Inc
    1999 Avenue of the Stars Suite 110
    Los Angeles,CA90067     		NONE PC Disaster Recovery 5,000
    Insurance Industry Charitable Foundation Inc
    1999 Avenue of the Stars Suite 110
    Los Angeles,CA90067     		NONE PC General Support 5,000
    InVEST
    127 South Peyton Street
    Alexandria,VA22314     		NONE PC General Support 20,000
    Irwin A & Robert D Goodman Community Center
    214 WAUBESA ST
    MADISON,WI53704     		NONE PC Family stability 10,000
    Isaiah 117 House
    Po Box 842
    Elizabethton,TN37644     		NONE PC Family stability 5,000
    JD BREAST CANCER FOUNDATION
    14837 DETROIT AVE STE 295
    CLEVELAND,OH44107     		NONE PC General Support 500
    JONI AND FRIENDS
    PO BOX 3333
    AGOURA HILLS,CA91376     		NONE PC General Support 500
    Jordan's Joy
    4321 E 60TH ST
    DAVENPORT,IA52807     		NONE PC Family stability 5,000
    Junior Achievement of North Central Ohio
    4353 Executive Circle NW
    Canton,OH44718     		NONE PC Food Insecurity 5,000
    Kentucky Habitat for Humanity Inc
    330 N Hubbards Lane 3
    Louisville,KY40207     		NONE PC Family Stability 1,700
    KITTEN KRAZY INC
    930 LAFAYETTE RD UNIT A
    MEDINA,OH44256     		NONE PC General Support 50
    LANCASTER COUNTY AGRICULTURE COUNCIL
    1383 Arcadia Rd
    Lancaster,PA17601     		NONE PC Disaster Recovery 6,900
    Leadership Medina County
    6300 Technology Lane
    Medina,OH44256     		NONE PC General Support 500
    LEARNING CLUB of Toledo
    5800 Monroe Street Bldg F Ste 5
    Sylvania,OH43560     		NONE PC Family stability 5,000
    LEGAL AID SOCIETY OF CLEVELAND
    1223 W 6TH ST
    CLEVELAND,OH44113     		NONE PC Food Insecurity 5,000
    LeRoy United Methodist Church
    PO Box 327
    Westfield Center,OH44251     		NONE PC General Support 350
    Leukemia & Lymphoma Society
    PO Box 772392
    Detroit,MI48277     		NONE PC Disaster Recovery 5,000
    Liberty Baptist Fellowship
    111 North Broadway St
    Medina,OH44256     		NONE PC General Support 50
    Life Remodeled
    2470 Collingwood St
    Detroit,MI48206     		NONE PC Family stability 15,000
    Lifecare Hospice
    1900 Akron Rd
    Wooster,OH44691     		NONE PC General Support 50
    Lifecare Hospice
    1900 Akron Rd
    Wooster,OH44691     		NONE PC General Support 50
    Lifecare Hospice
    1900 Akron Rd
    Wooster,OH44691     		NONE PC General Support 51
    Literacy Volunteers of America Inc
    105 W Liberty St Lower
    Medina,OH44256     		NONE PC General Support 1,000
    LIVING HOPE LUTHERAN CHURCH
    2855 W CADILLAC DR
    FARWELL,MI48622     		NONE PC General Support 50
    LUPUS FOUNDATION OF AMERICA INC
    2121 K ST NW STE 200
    WASHINGTON,DC20037     		NONE PC General Support 51
    LUTHERAN CAMPUS MINISTRIES OF KENT INC
    600 S WATER ST
    KENT,OH44240     		NONE PC General Support 51
    Lynch Family Foundation Ltd
    PO Box 44
    Waucoma,IA52171     		NONE PC Food Insecurity 5,000
    Main Street Medina
    39 Public Square Suite 305
    Medina,OH44256     		NONE PC General Support 2,500
    Main Street Medina
    39 Public Square Suite 305
    Medina,OH44256     		NONE PC General Support 1,000
    Marion County Family Resource Network
    305 WASHINGTON ST
    FAIRMONT,WV26554     		NONE PC Family stability 10,000
    MATTHEW 25 OUTREACH CENTER
    PO BOX 3911
    MANSFIELD,OH44907     		NONE PC General Support 500
    May Dugan Center
    4115 BRIDGE AVE
    CLEVELAND,OH44113     		NONE PC Food Insecurity 5,000
    Medina County Fraternal Order of Police
    Medina Co FOP 204
    Medina,OH44256     		NONE PC Holiday help 750
    Medina County Job and Family Services
    232 Northland Dr
    Medina,OH44256     		NONE PC Holiday help 1,500
    Medina County Park District Association
    6364 Deerview Ln
    Medina,OH44256     		NONE PC Food Insecurity 3,500
    Medina County Police Activities League
    555 Independence Drive
    Medina,OH44256     		NONE PC Safety 500
    Medina County Police Activities League
    555 Independence Drive
    Medina,OH44256     		NONE PC Safety 7,500
    Medina County SPCA
    8790 Guilford Road
    Seville,OH44273     		NONE PC General Support 50
    MEDINA CREATIVE LIVING INC
    232 N COURT ST
    MEDINA,OH44256     		NONE PC Holiday help 1,750
    MEDINA HOSPITAL FOUNDATION
    1000 E WASHINGTON ST
    MEDINA,OH44256     		NONE PC General Support 2,500
    MEDINA HOSPITAL FOUNDATION
    1000 E WASHINGTON ST
    MEDINA,OH44256     		NONE PC General Support 5,000
    Mesa Youth Svcs Inc dba Mesa County Ptrs
    1169 COLORADO AVE
    GRAND JCT,CO81501     		NONE PC Family stability 10,000
    Middletown Community Foundation
    300 NORTH MAIN STREET
    MIDDLETOWN,OH45042     		NONE PC Disaster Recovery 15,000
    Mid-Ohio Foodbank
    3960 Brookham Drive
    Grove City,OH43123     		NONE PC Food Insecurity 150
    Mid-Ohio Foodbank
    3960 Brookham Drive
    Grove City,OH43123     		NONE PC Food Insecurity 125
    Mid-Ohio Foodbank
    3960 Brookham Drive
    Grove City,OH43123     		NONE PC Employee Match 76
    Mid-Ohio Foodbank
    3960 Brookham Drive
    Grove City,OH43123     		NONE PC Employee Match 1,664
    Mid-Ohio Foodbank
    3960 Brookham Drive
    Grove City,OH43123     		NONE PC Food Insecurity 1,000
    Minnesota Valley Action Council
    706 N VICTORY DR
    MANKATO,MN56001     		NONE PC Family stability 15,000
    Mission 22
    17040 PILKINGTON RD STE 200
    LAKE OSWEGO,OR97035     		NONE PC General Support 51
    Mississippi State University
    PO Box 5227
    Mississippi State,MS39762     		NONE PC Scholarship 1,500
    MOUNTAINEER FOOD BANK INC
    484 ENTERPRISE DR
    GASSAWAY,WV26624     		NONE PC Food Insecurity 75
    MOUNTAINEER FOOD BANK INC
    484 ENTERPRISE DR
    GASSAWAY,WV26624     		NONE PC Food Insecurity 25
    MYASTHENIA GRAVIS FOUNDATION OF AMERICA INC
    290 Turnpike Road Suite 5-315
    Westborough,ME01581     		NONE PC General Support 76
    NATIONAL ARBOR DAY FOUNDATION
    211 N 12 ST
    LINCOLN,NE68508     		NONE PC General Support 51
    NATIONAL DIVERSITY COUNCIL
    PO BOX 590258
    HOUSTON,TX77259     		NONE PC General Support 10,500
    National Kidney Foundation Inc
    30 E 33rd Street
    New York,NY10016     		NONE PC General Support 51
    National Multiple Sclerosis Society
    733 Third Avenue 3rd Floor
    New York,NY10017     		NONE PC General Support 9,224
    NATIONAL PANCREATIC CANCER FOUNDATION
    PO BOX 1848
    LONGMONT,CO80502     		NONE PC General Support 51
    National Voluntary Orgs Active in Disaster (NVOAD)
    950 N Washington Street
    ALEXANDRIA,VA22314     		NONE PC Disaster Recovery 18,669
    NEW BEGINNINGS CROSSROADS FELLOWSHIP
    99 E BUCKEYE ST STE 14
    WEST SALEM,OH44287     		NONE PC Community Outreach 500
    NORTH GEORGIA COMMUNITY FOUNDATION
    615 F OAK ST Suite 1300
    GAINESVILLE,GA30501     		NONE PC Disaster Recovery 5,000
    NORTHEAST OHIO SPCA INC
    9555 BROOKPARK RD
    PARMA,OH44129     		NONE PC General Support 51
    Northern Illinois Food Bank
    273 Dearborn Court
    Geneva,IL60134     		NONE PC Food Insecurity 50
    Northern Illinois Food Bank
    273 Dearborn Court
    Geneva,IL60134     		NONE PC Food Insecurity 50
    Northern Illinois Food Bank
    273 Dearborn Court
    Geneva,IL60134     		NONE PC Food Insecurity 3,000
    Northern Illinois Food Bank
    273 Dearborn Court
    Geneva,IL60134     		NONE PC Food Insecurity 900
    Northfield Rescue Squad Association
    301 5TH ST W
    NORTHFIELD,MN55057     		NONE PC Safety 15,000
    OH-GO
    3616 PLUM BROOK CIR
    SANDUSKY,OH44870     		NONE PC Food Insecurity 500
    OHIO MCC ACTIVITY CENTER
    PO BOX 19
    KIDRON,OH44636     		NONE PC General Support 500
    Ohio Northern University
    Financial Aid Office 525 S Main St
    Ada,OH45810     		NONE PC Scholarship 750
    Ohio State University Foundation
    1480 West Lane Avenue
    Columbus,OH43221     		NONE PC Insurance program support 8,334
    OHIO TRI COUNTY FOOD ALLIANCE
    701 E COLUMBIA ST
    SPRINGFIELD,OH45503     		NONE PC Employee Match 51
    Ohio University
    020 Chubb Hall
    Athens,OH45701     		NONE PC Scholarship 1,500
    Ontario United Methodist Church
    3540 Park Ave W
    Ontario,OH44906     		NONE PC General Support 51
    OTTERBEIN UNIVERSITY
    Attn Business Office
    WESTERVILLE,OH43081     		NONE PC Scholarship 1,500
    Our Lady of Sorrows Catholic Church
    330 Lebanon Street
    Monroe,OH45050     		NONE PC General Support 250
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE STE 200
    MANHATTAN BEACH,CA90266     		NONE PC General Support 51
    PCS FOR PEOPLE
    3126 St Clair Avenue NE
    Cleveland,OH44114     		NONE PC Digital Divide 25,000
    Pegasus Therapeutic Riding Academy Inc
    8297 BUSTLETON AVE
    PHILADELPHIA,PA19152     		NONE PC Family stability 5,000
    PELOTONIA
    450 W BROAD ST
    COLUMBUS,OH43215     		NONE PC General Support 7,500
    PGA TOUR INC
    100 PGA TOUR BLVD
    PONTE VEDRA,FL32082     		NONE PC General Support 215,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		NONE PC Food Insecurity 50
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		NONE PC Food Insecurity 75
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		NONE PC Food Insecurity 1,500
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		NONE PC Disaster Recovery 2,500
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		NONE PC Membership tools 6,485
    Philanthropy Ohio
    500 South Front Street Suite 900
    Columbus,OH43215     		NONE PC Membership tools 750
    Plant City Fire Rescue
    604 E Alexander Street
    Plant City,FL33563     		NONE PC Safety 15,000
    Playhouse Square Foundation
    1501 Euclid Avenue Suite 200
    Cleveland,OH44115     		NONE PC General Support 25,000
    Prevail
    1100 S 9th St
    Noblesville,IN46060     		NONE PC Family stability 10,000
    Purdue University
    Outside Awards
    West Lafayette,IN47907     		NONE PC Scholarship 1,500
    Refuge of Hope Ministries
    PO Box 9361
    Canton,OH44711     		NONE PC General Support 50
    Riverside Nazarene
    C/O Xenia Nazarene Church
    Xenia,OH45385     		NONE PC General Support 75
    Roadrunner Food Bank Inc
    5840 Office Blvd NE
    Albuquerque,NM87109     		NONE PC Food Insecurity 5,000
    Saint Anne Catholic Church
    139 S First Street
    Rittman,OH44270     		NONE PC General Support 50
    Salem Community Pantry Inc
    PO BOX 222
    SALEM,OH44460     		NONE PC Food Insecurity 15,000
    SALVATION ARMY NATIONAL CORP
    615 SLATERS LN
    ALEXANDRIA,VA22314     		NONE PC Holiday help 3,500
    SAM Center
    413 Lincoln Way East
    Massillion,OH44646     		NONE PC Holiday help 1,500
    SAM Center
    413 Lincoln Way East
    Massillion,OH44646     		NONE PC Holiday help 1,600
    SAM Center
    413 Lincoln Way East
    Massillion,OH44646     		NONE PC Food Insecurity 2,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC General Support 51
    SCHUYLKILL UNITED WAY
    9 N CENTRE ST
    POTTSVILLE,PA17901     		NONE PC Disaster Recovery 5,000
    SECOND HARVEST FOOD BANK OF EAST TENNESSEE
    136 HARVEST LN
    MARYVILLE,TN37801     		NONE PC Employee Match 130
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		NONE PC Food Insecurity 25
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		NONE PC Food Insecurity 25
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		NONE PC Employee Match 130
    Second Harvest Food Bank of Middle Tennessee
    331 Great Circle Road
    Nashville,TN37228     		NONE PC Food Insecurity 75
    Second Harvest Food Bank of Middle Tennessee
    331 Great Circle Road
    Nashville,TN37228     		NONE PC Food Insecurity 50
    Second Harvest Food Bank of Middle Tennessee
    331 Great Circle Road
    Nashville,TN37228     		NONE PC Employee Match 1,118
    Second Harvest Food Bank of North Central Ohio
    5510 Baumhart Rd
    Lorain,OH44053     		NONE PC Food Insecurity 25
    Second Harvest Food Bank of North Central Ohio
    5510 Baumhart Rd
    Lorain,OH44053     		NONE PC Employee Match 50
    Second Harvest Food Bank of North Central Ohio
    5510 Baumhart Rd
    Lorain,OH44053     		NONE PC Employee Match 520
    Second Harvest Food Bank of Northwest NC
    3655 REED ST
    WINSTON SALEM,NC27107     		NONE PC Food Insecurity 15,000
    SECOND HARVEST FOOD BANK OF NW PA
    1507 GRIMM DR
    ERIE,PA16501     		NONE PC Food Insecurity 25
    SECOND HARVEST FOOD BANK OF NW PA
    1507 GRIMM DR
    ERIE,PA16501     		NONE PC Food Insecurity 25
    Second Harvest Food Bank of the Mahoning Valley
    2805 Salt Springs Road
    Youngstown,OH44509     		NONE PC Food Insecurity 50
    Second Harvest Food Bank of the Mahoning Valley
    2805 Salt Springs Road
    Youngstown,OH44509     		NONE PC Food Insecurity 50
    Second Harvest Foodbank of Central Florida
    411 Mercy Drive
    Orlando,FL32805     		NONE PC Food Insecurity 25
    Second Harvest Heartland
    1140 Gervaise Avenue
    St Paul,MN55109     		NONE PC Employee Match 299
    Shelby County CASAGAL
    PO BOX 4187
    SIDNEY,OH45365     		NONE PC Family stability 5,000
    SHRINERS HOSPITALS FOR CHILDREN
    PO BOX 31356
    TAMPA,FL33631     		NONE PC General Support 75
    SMILES FOR SOPHIE FOREVER
    31722 LEEWARD CT
    AVON LAKE,OH44012     		NONE PC General Support 51
    Society for Handicapped Citizens of Medina County
    4283 Paradise Rd
    Seville,OH44273     		NONE PC General Support 2,500
    SOPHIAS GRACE FOUNDATION
    1377 NORTHUMBERLAND RD
    COATESVILLE,PA19320     		NONE PC General Support 500
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Food Insecurity 15,000
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Family Stability 3,500
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Family Stability 1,250
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC General Support 500
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Family Stability 45,000
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Family Stability 75,000
    Spanish American Committee
    4407 Lorain Avenue
    Cleveland,OH44113     		NONE PC Holiday help 1,500
    ST EMERIC PARISH
    1860 W 22ND ST
    CLEVELAND,OH44113     		NONE PC General Support 50
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PC General Support 51
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PC General Support 51
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PC General Support 51
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PC General Support 51
    ST MARYS FOOD BANK ALLIANCE
    2831 N 31ST AVE
    PHOENIX,AZ85009     		NONE PC Employee Match 520
    ST PETER'S JR HIGH HIGH SCHOOL
    104 W 1ST ST
    MANSFIELD,OH44902     		NONE PC General Support 450
    St George Antiochian Church
    3204 Ridgewood Rd
    Akron,OH44333     		NONE PC General Support 50
    St Joseph Catholic Church
    2643 Waterloo Road
    Mogadore,OH44260     		NONE PC General Support 50
    St Raphael Parish
    525 Dover Center Road
    Bay Village,OH44140     		NONE PC General Support 50
    SUMMA HEALTH
    PO BOX 2090
    AKRON,OH44309     		NONE PC General Support 1,250
    TCN Behavioral Health Services
    452 West Market Street
    Xenia,OH45385     		NONE PC Family stability 10,000
    Team NEO Foundation
    1111 Superior Ave Suite 1600
    Cleveland,OH44114     		NONE PC Economic development 35,000
    THE CANCER FOUNDATION INC
    3320 OLD JEFFERSON RD STE 700 PO BO
    ATHENS,GA30607     		NONE PC General Support 76
    The Centre for Global Inclusion
    2124 Water Rail Avenue
    North Las Vegas,NV89084     		NONE PC General Support 10,000
    THE CHILDRENS CENTER OF MEDINA COUNTY
    724 E SMITH RD
    MEDINA,OH44256     		NONE PC General Support 250
    The Clinic
    143 CHURCH ST
    PHOENIXVILLE,PA19460     		NONE PC Disaster Recovery 15,000
    THE COMMUNITY FOUNDATION OF MIDDLE TN INC
    3833 CLEGHORN AVE STE 400
    NASHVILLE,TN37215     		NONE PC Disaster Recovery 75,000
    THE DIVERSITY CENTER OF NORTHEAST OHIO INC
    3659 GREEN RD STE 220
    CLEVELAND,OH44122     		NONE PC General Support 3,500
    The Fair Housing Center
    326 N Erie St
    TOLEDO,OH43604     		NONE PC Fair Housing 10,000
    The Fort Wayne Rescue Mission Ministries Inc
    404 E Washington Blvd
    FORT WAYNE,IN46802     		NONE PC Family stability 10,000
    The Ohio State University
    2nd Fl Student Acad Svcs Bldg
    Columbus,OH43210     		NONE PC Scholarship 1,500
    The Plexus Education Foundation Inc
    PO Box 91697
    Cleveland,OH44101     		NONE PC General Support 2,500
    The Salvation Army
    440 West Nyack Road
    West Nyack,NY10994     		NONE PC Holiday help 4,000
    The University of Akron
    Dept of Dvlpmt InfoCision Stadium
    Akron,OH44325     		NONE PC General Support 1,500
    The University of Akron
    Dept of Dvlpmt InfoCision Stadium
    Akron,OH44325     		NONE PC General Support 2,000
    The University of Akron
    Dept of Dvlpmt InfoCision Stadium
    Akron,OH44325     		NONE PC General Support 1,500
    The Winner's Club of Calhoun Inc
    958 Sugar Valley Road NE
    Calhoun,GA30703     		NONE PC Disaster Recovery 10,000
    TIDEWELL HOSPICE INC
    5955 RAND BLVD
    SARASOTA,FL34238     		NONE PC General Support 51
    Toledo Northwestern Ohio Food Bank
    24 East Woodruff Ave
    Toledo,OH43604     		NONE PC Food Insecurity 50
    Toledo Northwestern Ohio Food Bank
    24 East Woodruff Ave
    Toledo,OH43604     		NONE PC Food Insecurity 50
    Toledo Northwestern Ohio Food Bank
    24 East Woodruff Ave
    Toledo,OH43604     		NONE PC Employee Match 260
    TOURETTE ASSOCIATION OF AMERICA INC
    42-40 BELL BOULEVARD
    BAYSIDE,NY11361     		NONE PC General Support 51
    Towards Employment Inc
    1255 Euclid Ave Suite 300
    Cleveland,OH44115     		NONE PC Family Stability 30,000
    Towards Employment Inc
    1255 Euclid Ave Suite 300
    Cleveland,OH44115     		NONE PC Family Stability 100,000
    TRI-COUNTY SCHOLARSHIP FUND
    14 WEST MAIN STREET
    MENDHAM,NJ07945     		NONE PC General Support 7,500
    Truly Reaching You Inc
    PO Box 814
    Akron,OH44309     		NONE PC Family stability 10,000
    UNC-CH
    Suite 2215 SASB N
    Chapel Hill,NC27599     		NONE PC Scholarship 1,500
    Union Gospel Mission Assoc of St Paul
    77 9th St E
    Saint Paul,MN55101     		NONE PC Family stability 10,000
    United Cerebral Palsy of Greater Cleveland
    10011 Euclid Ave
    Cleveland,OH44106     		NONE PC General Support 10,000
    United Way of Ashland County Ohio Inc
    132 W Main Street Lower Lvl
    Ashland,OH44805     		NONE PC Employee Match 130
    United Way of Bradford County
    24 MAIN ST Suite 1
    Towanda,PA18848     		NONE PC Disaster Recovery 15,000
    United Way of Central and Northeastern Connecticut
    30 Laurel Street
    Hartford,CT06106     		NONE PC Employee Match 50
    United Way of Central and Northeastern Connecticut
    30 Laurel Street
    Hartford,CT06106     		NONE PC Employee Match 1,222
    United Way of Central Ohio
    360 S Third Street
    Columbus,OH43215     		NONE PC Employee Match 50
    United Way of Central Ohio
    360 S Third Street
    Columbus,OH43215     		NONE PC Employee Match 51
    United Way of Central Ohio
    360 S Third Street
    Columbus,OH43215     		NONE PC Employee Match 1,001
    UNITED WAY OF DELAWARE COUNTY INC
    PO Box 319
    Delaware,OH43015     		NONE PC Employee Match 25
    United Way of Greater Cleveland
    1331 Euclid Ave
    Cleveland,OH44115     		NONE PC Employee Match 150
    United Way of Greater Cleveland
    1331 Euclid Ave
    Cleveland,OH44115     		NONE PC Employee Match 60
    United Way of Greater Cleveland
    1331 Euclid Ave
    Cleveland,OH44115     		NONE PC Employee Match 5,000
    United Way of Greater Cleveland
    1331 Euclid Ave
    Cleveland,OH44115     		NONE PC Employee Match 1,352
    United Way of Greater Lorain County Inc
    642 Broadway Ave
    Lorain,OH44052     		NONE PC Employee Match 130
    United Way of Greater Stark County Inc
    401 Market Avenue N Ste 300
    Canton,OH44702     		NONE PC Employee Match 2,080
    UNITED WAY OF GREATER TOLEDO
    424 JACKSON ST
    TOLEDO,OH43604     		NONE PC Food Insecurity 5,000
    UNITED WAY OF GREATER TOLEDO
    424 JACKSON ST
    TOLEDO,OH43604     		NONE PC Food Insecurity 5,000
    UNITED WAY OF GREATER TOLEDO
    424 JACKSON ST
    TOLEDO,OH43604     		NONE PC Employee Match 51
    United Way of Jefferson County
    511 North Fourth Street
    Steubenville,OH43952     		NONE PC Disaster Recovery 15,000
    United Way of Lancaster County
    1910 Harrrington Dr Suite A
    Lancaster,PA17601     		NONE PC Employee Match 650
    United Way of Medina County
    728 East Smith Rd Suite D
    Medina,OH44256     		NONE PC Family Stability 2,500
    United Way of Medina County
    728 East Smith Rd Suite D
    Medina,OH44256     		NONE PC Employee Match 50
    United Way of Medina County
    728 East Smith Rd Suite D
    Medina,OH44256     		NONE PC Employee Match 150
    United Way of Medina County
    728 East Smith Rd Suite D
    Medina,OH44256     		NONE PC Employee Match 10,521
    United Way of Medina County
    728 East Smith Rd Suite D
    Medina,OH44256     		NONE PC General Support 250
    UNITED WAY OF RICHLAND COUNTY
    35 N PARK STREET
    MANSFIELD,OH44902     		NONE PC Employee Match 130
    United Way of Summit & Medina
    37 North High Street
    Akron,OH44308     		NONE PC School supplies 3,800
    United Way of Summit & Medina
    37 North High Street
    Akron,OH44308     		NONE PC Employee Match 325
    United Way of Summit County Inc
    37 N High Street
    Akron,OH44308     		NONE PC Employee Match 26
    United Way of Summit County Inc
    37 N High Street
    Akron,OH44308     		NONE PC Employee Match 2,509
    United Way of Sumner County
    1531 Hunt Club Boulevard Suite 110
    Gallatin,TN37066     		NONE PC Employee Match 468
    United Way of the Capital Region
    2235 Millennium Way
    Enola,PA17025     		NONE PC Disaster Recovery 15,000
    United Way of Union County Inc
    648 Clymer Road Suite 120
    Marysville,OH43040     		NONE PC Employee Match 150
    United Way of Wayne and Holmes Counties Inc
    215 South Walnut Street
    Wooster,OH44691     		NONE PC Employee Match 4,000
    United Way of York County
    800 E King St
    York,PA17403     		NONE PC Employee Match 51
    United Way of York County
    800 E King St
    York,PA17403     		NONE PC Employee Match 130
    University Hospitals Case Medical Center
    11100 Euclid Ave
    Cleveland,OH44106     		NONE PC General Support 51
    University of Kentucky
    Student Financial Aid Office
    Lexington,KY40506     		NONE PC Scholarship 1,500
    University of Wisconsin-Madison
    Third Party Billing
    Madison,WI53715     		NONE PC Scholarship 1,500
    VICTORY TEMPLE INC
    PO BOX 2593
    SANDUSKY,OH44871     		NONE PC Food Insecurity 500
    Village of Westfield Center
    6701 Greenwich Road
    Westfield Center,OH44251     		NONE PC General Support 3,000
    Voices of Hope - Lexington Inc
    450 OLD VINE ST STE 101
    LEXINGTON,KY40507     		NONE PC Family stability 10,000
    Wayne County Children Services
    2534 Burbank Rd
    Wooster,OH44691     		NONE PC Holiday help 1,500
    WAYNE STATE UNIVERSITY
    Office of the Bursar Welcome Ctr
    DETROIT,MI48202     		NONE PC Scholarship 1,500
    WEST OHIO FOOD BANK
    PO Box 1566
    LIMA,OH45802     		NONE PC Food Insecurity 25
    Westbrook Health Services
    2121 7TH ST
    PARKERSBURG,WV26101     		NONE PC Family stability 10,000
    WESTERN RESERVE HISTORICAL SOCIETY
    10825 EAST BLVD
    CLEVELAND,OH44106     		NONE PC General Support 5,000
    Westerville Area Resource Ministry
    150 Heatherdown Drive
    Westerville,OH43081     		NONE PC General Support 51
    Westfield Employee Financial Hardship Fund
    One Park Circle
    Westfield Center,OH44251     		NONE PC Disaster Recovery 117,650
    Westfield Fire and Rescue
    8975 North Leroy Road
    Westfield Center,OH44251     		NONE PC Safety 1,000
    WESTMORELAND COUNTY FOOD BANK INC
    100 DEVONSHIRE DR
    DELMONT,PA15626     		NONE PC Food Insecurity 50
    WOMEN IN SPORTS AND EVENTS INC
    244 FIFTH AVENUE NO 2087
    NEW YORK,NY10001     		NONE PC General Support 2,125
    WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		NONE PC General Support 51
    YOUNG MENS CHRISTIAN ASSOCIATION OF AKRON OHIO
    50 S MAIN ST STE LL100
    AKRON,OH44308     		NONE PC General Support 2,500
    Young Men's Christian Association of Southwestern
    222 NW 6TH ST
    EVANSVILLE,IN47708     		NONE PC General Support 76
    YOUNG MENS CHRISTIAN ASSOC OF WEST CENTRAL FL INC
    3620 CLEVELAND HEIGHTS BLVD
    LAKELAND,FL33803     		NONE PC General Support 76
    YOUTH FOR CHRIST USA INC
    PO BOX 323
    WADSWORTH,OH44282     		NONE PC Disaster Recovery 51
    Youth Opportunities Unlimited (YOU)
    The Halle Building
    Cleveland,OH44115     		NONE PC Family Stability 4,500
    Youth Opportunities Unlimited (YOU)
    The Halle Building
    Cleveland,OH44115     		NONE PC Family Stability 100,000
    YWCA Greater Cleveland
    4019 Prospect Ave
    Cleveland,OH44103     		NONE PC General Support 6,500
    YWCA Nashville & Middle Tennessee
    1608 WOODMONT BLVD
    NASHVILLE,TN37215     		NONE PC Family stability 10,000
    Zion Evangelical Lutheran Church
    2233 Abbeyville Rd
    Valley City,OH44280     		NONE PC General Support 50
    Total .................................bullet 3a 3,715,626
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 532,701  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,051,681  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,584,382  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,584,382
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Identifier Return Reference Explanation
    Election to Forego Net Operating Loss Form 990-T IRC Section 172(b)(3) Taxpayer incurred a net operating loss in the tax year ended 12/31/2020, which is entitled to a five-year carryback of such loss under IRC Sec. 172(b)(1)(D). Pursuant to IRC Sec. 172(b)(3) under Rev. Proc. 2020-24, taxpayer hereby elects to relinquish the carryback period with respect to any regular tax and AMT net operating losses.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES - MSCI EAFE IDX FD 2,724,472 2,724,472
    ISHARES - RUSSELL MIDCAP VALUE 3,714,732 3,714,732
    ISHARES - RUSSLE MIDCAP GROWTH 3,519,253 3,519,253
    ISHARES - RUSSELL 1000 VALUE 3,791,660 3,791,660
    ISHARES - RUSSELL 1000 GROWTH 3,628,192 3,628,192
    ISHARES - S&P SMALLCAP 600 VAL 3,461,367 3,461,367
    ISHARES - S&P SMALLCAP 600 GRO 2,845,822 2,845,822
    VANGUARD - EMERGING MKT ETF 1,924,424 1,924,424

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    US Government Securities - End of Year Book Value:

    5,885,443
    US Government Securities - End of Year Fair Market Value:

    5,885,443
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GP PARTNERS SMF III, LP FMV 4,811,250 4,811,250
    PACIFIC PVT EQTY OPP FD II, LP FMV 1,384,152 1,384,152

    TY 2020 LegalFeesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 2,411 2,411 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOFTWARE EXPENSE 40,485 0 0 40,485
    OFFICE EXPENSE 4,160 0 0 4,160
    BANK FEES 458 458 0 0
    INSURANCE 248 0 0 248


    TY 2020 OtherIncomeSchedule2
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GoldPoint Ptrs Select Manager Fund III 0 7,779 0
    GoldPoint Ptrs Select Mgr Fund III AIV   4,325  
    Pacific Private Equity Opps Fund II   -37,580  


    TY 2020 OtherIncreasesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Amount
    UNREALIZED GAIN 3,054,269


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO OHIO FARMERS 0 38,738


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 17,250 17,250 0 0


    TY 2020 TaxesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 23,756 0 0 23,756
    FEDERAL TAXES 5,000 0 0