Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$42,931,784J 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... 635,305 612,909  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,727,289
b Gross sales price for all assets on line 6a 7,780,357
7 Capital gain net income (from Part IV, line 2)... 4,426,929
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 0 769 0
12 Total. Add lines 1 through 11........ 4,362,594 5,040,607 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 345,257     345,257
15 Pension plans, employee benefits....... 66,694     66,694
16a Legal fees (attach schedule)......... Click to see attachment 2,696 2,696 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 39,180 39,180 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 73,499 0 0 25,032
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,920    
20 Occupancy.............. 36,960     36,960
21 Travel, conferences, and meetings....... 20,949     20,949
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 39,365 375 0 38,990
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 626,520 42,251 0 533,882
25 Contributions, gifts, grants paid....... 3,198,493 3,234,102
26 Total expenses and disbursements. Add lines 24 and 25 3,825,013 42,251 0 3,767,984
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 537,581
b Net investment income (if negative, enter -0-) 4,998,356
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 350,138 57,476 57,476
2 Savings and temporary cash investments......... 298,238 865,082 865,082
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) 5,885,443 Click to see attachment6,413,239 6,413,239
b Investments—corporate stock (attach schedule)....... 25,609,922 Click to see attachment28,010,629 28,010,629
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).......... 6,195,402 Click to see attachment7,578,870 7,578,870
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment6,488 Click to see attachment6,488
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,339,143 42,931,784 42,931,784
Liabilities 17 Accounts payable and accrued expenses.......... 3,500 23,196
18 Grants payable................. 530,590 501,171
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 attachment38,738 Click to see attachment45,594
23 Total liabilities (add lines 17 through 22)......... 572,828 569,961
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........... 37,766,315 42,361,823
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)..... 37,766,315 42,361,823
30 Total liabilities and net assets/fund balances (see instructions). 38,339,143 42,931,784
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
37,766,315
2
Enter amount from Part I, line 27a .....................
2
537,581
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,057,927
4
Add lines 1, 2, and 3 ..........................
4
42,361,823
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
42,361,823
Form 990-PF (2021)
Form 990-PF (2021)
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 LT CAPITAL GAINS - COVERED      
b ST CAPITAL GAINS ON GP SMF III, LP      
c LT CAPITAL GAINS ON GP SMF III, LP      
d LT CAPITAL GAINS ON GP SMF III AIV, LP      
e ST CAPITAL LOSS ON PACIFIC PRIVATE EQTY      
LT CAPITAL GAINS ON PACIFIC PRIVATE EQTY      
(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 5,004,526   2,688,296 2,316,230
b 73     73
c 1,524,091     1,524,091
d 150,545     150,545
e     528 -528
436,518     436,518
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       2,316,230
b       73
c       1,524,091
d       150,545
e       -528
      436,518
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 4,426,929
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 69,477
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 69,477
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 777
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,254
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    40,991,981
    b
    Average of monthly cash balances.......................
    1b
    239,395
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,231,376
    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
    41,231,376
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    618,471
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,612,905
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,030,645
    Part X
    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 IX, line 6..................
    1
    2,030,645
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    69,477
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,477
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,961,168
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,961,168
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,961,168
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,961,168
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,059,456
    b From 2017...... 1,088,271
    c From 2018...... 1,171,217
    d From 2019...... 1,412,240
    e From 2020...... 2,499,927
    f Total of lines 3a through e ........ 7,231,111
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,767,984
    a Applied to 2020, 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 2021 distributable amount..... 1,961,168
    e Remaining amount distributed out of corpus 1,806,816
    5 Excess distributions carryover applied to 2021.    
    (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 9,037,927
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,059,456
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		7,978,471
    10 Analysis of line 9:
    a Excess from 2017.... 1,088,271
    b Excess from 2018.... 1,171,217
    c Excess from 2019.... 1,412,240
    d Excess from 2020.... 2,499,927
    e Excess from 2021.... 1,806,816
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A Special Wish Foundation Inc-Dayton Chapter
    436 Valley St
    Dayton,OH45404     		  PC General donation 250
    ACCESS Inc
    230 W Market St
    Akron,OH44403     		  PC Sponsorship 900
    ACTUARIAL FOUNDATION
    475 N MARTINGALE RD STE 600
    SCHAUMBURG,IL60173     		  PC Scholarships 500
    Akron Urban League
    440 Vernon Odom
    Akron,OH44307     		  PC Family Stability, General Donation, Small Business 50,875
    AKRON-CANTON REGIONAL FOODBANK
    350 OPPORTUNITY PKWY
    AKRON,OH44307     		  PC Capital Campaign, Dollars for Doers, Employee Matc 128,619
    Alzheimer's Disease and Related Disorders Assoc
    225 N Michigan Ave 17th Flr
    Chicago,IL60601     		  PC General donation 204
    ADRD Association Greater Indiana
    6324 Constitution Dr
    Fort Wayne,IN46804     		  PC Dollars for Doers 260
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FLR
    ATLANTA,GA30303     		  PC Employee Match, General Donation, Sponsorship 41,846
    American Diabetes Association
    2451 Crystal Dr Ste 900
    Arlington,VA22202     		  PC General donation 153
    American Heart Association
    7272 Greenville Ave
    Dallas,TX75231     		  PC General donation, Sponsorship 25,102
    American Heart Association (National)
    1375 E 9 ST STE 600
    Cleveland,OH44114     		  PC Employee Match, Sponsorship 16,921
    Am Inst for Chartered Prop Casualty Underwriters
    720 Providence Rd
    Malvern,PA19355     		  PC Institutes Development Fund 15,000
    American Lung Association
    55 Wacker Dr Ste 1150
    Chicago,IL60601     		  PC General donation 100
    ARC of the Greater Akron & Mahoning Valley
    501 W Market St
    Akron,OH44303     		  PC Safety, General donation 75,000
    AMERICAN SYRINGOMYELIA ALLIANCE PROJECT INC
    PO BOX 1586
    LONGVIEW,TX75606     		  PC General donation 51
    ANGELS OF HOPE LOVE IS REAL INC
    15348 SANDY CT
    SPRING HILL,FL34610     		  PC General donation 51
    ANIMAL RESOURCE CENTER
    PO Box 439
    BLOOMSBURG,PA17815     		  PC General donation 50
    Ashtabula Dream Center
    604 W 57th St
    Ashtabula,OH44004     		  PC Family Stability 5,000
    ASIAN SERVICES IN ACTION INC
    370 E MARKET ST
    AKRON,OH44304     		  PC General donation 500
    Atlanta Community Food Bank
    732 Jospeh E Lowery Blvd NW
    Atlanta,GA30318     		  PC Employee Match 780
    Autism Society
    6110 Executive Blvd Ste 305
    Rockville,MD20852     		  PC General donation 15,000
    BackpackBuddyOrg
    145 WATERSIDE CIR
    WINFIELD,WV25213     		  PC Family Stability 5,000
    Battered Women's Shelter
    974 E MARKET ST
    AKRON,OH44305     		  PC General donation 250
    BENJAMIN ROSE INSTITUTE
    11890 FAIRHILL RD
    CLEVELAND,OH44120     		  PC General donation 500
    Best Christmas Ever Inc
    PO Box 439
    Cloquet,MN55720     		  PC Family Stability 5,000
    BIG BROTHERS BIG SISTERS OF SHELBY AND DARKE CTY
    PO BOX 885
    SIDNEY,OH45365     		  PC Family Stability 6,500
    BISHOP MCDEVITT HIGH SCHOOL OF HARRISBURG
    1 Crusader Way
    HARRISBURG,PA17111     		  PC Memorial 50
    Blue Ridge Area Food Bank
    PO BOX 937
    VERONA,VA24482     		  PC Family Stability 5,000
    Bowling Green State University Fdn Inc
    Mileti Alumni Center
    Bowling Green,OH43403     		  PC Membership 5,000
    Boys & Girls Club of Parkersburg
    1200 MARY ST
    PARKERSBURG,WV26101     		  PC Family Stability 8,000
    Boys & Girls Club of West Chester Liberty
    8749 Cincinnati Dayton Rd
    West Chester,OH45069     		  PC Family Stability 8,000
    Boys & Girls Clubs of Benton Harbor
    600 NATE WELLS SR DR
    BENTON HARBOR,MI49022     		  PC Family Stability 8,000
    BOYS & GIRLS CLUBS OF NORTHEAST OHIO
    PO Box 72090 OPC833
    Akron,OH44307     		  PC Sponsorship 1,683
    BOYS & GIRLS CLUBS OF THE OCOEE REGION
    385 3RD ST SW
    CLEVELAND,TN37311     		  PC Memorial 76
    BOYS AND GIRLS CLUBS OF COOKE COUNTY INC
    315 N DENTON ST
    GAINESVILLE,TX76240     		  PC General donation 5,000
    Breast Cancer Research Foundation
    28 W 44th St Ste 609
    New York,NY10036     		  PC Memorial 51
    BVU The Center for Nonprofit Excellence
    1300 E 9th St
    Cleveland,OH44114     		  PC Membership 2,725
    CANDID
    PO Box 22799
    NEW YORK,NY10087     		  PC Membership 2,000
    CANTON PRESERVATION SOCIETY
    131 WERTZ AVE NW
    CANTON,OH44708     		  PC Memorial 50
    CANTON REGIONAL CHAMBER OF COMMERCE FDN INC
    222 MARKET AVE N
    CANTON,OH44702     		  PC Akron-Canton Airport Air Svc Dvlpmt Fd 10,000
    Catholic Charities USA
    2050 Ballenger Ave Ste 400
    Alexandria,VA22314     		  PC Disaster Recovery & Preparedness 75,000
    CEDAR FDN INCORPORATED OF CEDAR CTY IA
    1200 MULBERRY ST
    TIPTON,IA52772     		  PC Memorial 75
    CENTER FOR DISASTER PHILANTHROPY INC
    One Thomas Cir NW Ste 700
    WASHINGTON,DC20005     		  PC Disaster Recovery 75,000
    Center for Family Services Inc
    213 W CENTER ST
    MEADVILLE,PA16335     		  PC Family Stability 8,000
    CENTRAL ILLINOIS MEMORIAL KIDNEY FUND
    PO Box 235
    Morton,IL61550     		  PC Dollars for Doers 1,000
    Central Pennsylvania Food Bank
    3908 Corey Rd
    Harrisburg,PA17109     		  PC Employee Match, Family Stability 6,894
    Chagrin Valley Jaycees Charitable Fdn
    PO BOX 522
    CHAGRIN FALLS,OH44022     		  PC Family Stability 5,000
    Charleston Catholic High School
    1033 VIRGINIA ST E
    Charleston,WV25301     		  PC Family Stability 5,000
    Chester County Community Foundation
    28 W Market St The Lincoln Bldg
    West Chester,PA19382     		  PC Disaster Recovery 50,000
    CHICAGO URBAN LEAGUE
    4510 S Michigan Ave
    CHICAGO,IL60653     		  PC Family Stability 48
    CHN Housing Partners
    2999 Payne Ave
    Cleveland,OH44114     		  PC Family Stability 85,000
    Christian Children's Home of Ohio
    2685 Armstrong Rd
    Wooster,OH44691     		  PC General donation 5,000
    Churches of Christ Disaster Response Team Inc
    9285 S STATE RTE 202
    TIPP CITY,OH45371     		  PC Disaster recovery 8,000
    Churches United in Ministry
    102 W 2ND ST
    DULUTH,MN55802     		  PC Family Stability 8,000
    Cincinnati Union Bethel
    2401 Reading Rd
    Cincinnati,OH45202     		  PC Family Stability 8,000
    CITYMEALS ON WHEELS
    355 LEXINGTON AVE FLR 3
    NEW YORK,NY10017     		  PC General donation 250
    Cleveland Clinic Foundation
    9500 Euclid Ave NA-4
    Cleveland,OH44195     		  PC Memorial 76
    CLEVELAND FOUNDATION
    1422 EUCLID AVE STE 1300
    CLEVELAND,OH44115     		  PC Disaster Recovery 15,000
    Cleveland Leadership Center
    1375 E 9th St Ste 1100
    Cleveland,OH44114     		  PC Sponsorship 15,000
    Cleveland Rape Crisis Center
    PO Box 933431
    Cleveland,OH44193     		  PC General donation 1,500
    Cleveland State University Foundation
    2121 Euclid Ave UN 501
    Cleveland,OH44115     		  PC Scholarship 2,500
    Cloverleaf Local School District
    8525 Friendsville Rd
    Lodi,OH44254     		  PC Exp Based Learning Activities, Safety City 25,000
    Coatesville Youth Initiative
    545 E LINCOLN HWY
    COATESVILLE,PA19320     		  PC Family Stability 8,000
    College Now Greater Cleveland
    1500 W 3rd St Ste 125
    Cleveland,OH44113     		  PC Family Stability, Sponsorship 82,685
    College Possible
    755 Prior Ave N Ste 200
    Saint Paul,MN55104     		  PC Family Stability 8,000
    Colorado Restaurant Assoc Education Fdn
    430 E 7TH AVE
    DENVER,CO80203     		  PC Disaster Recovery 8,000
    COLUMBIA ANIMAL SHELTER
    265 S 10TH ST
    COLUMBIA,PA17512     		  PC Memorial 51
    COLUMBIA URBAN LEAGUE INC
    1400 BARNWELL ST
    COLUMBIA,SC29201     		  PC Family Stability 30
    COLUMBUS URBAN LEAGUE
    788 MOUNT VERNON AVE
    COLUMBUS,OH43203     		  PC Family Stability 425
    Commission on Econ Opportunity of Luzerne Cty
    PO Box 1127
    WilkesBarre,PA18703     		  PC Disaster Recovery 5,000
    Community Action WayneMedina
    905 PITTSBURGH AVE
    WOOSTER,OH44691     		  PC Family Stability 8,000
    COMMUNITY AIDS NETWORKAKRON PRIDE INITIATIVE
    759 W MARKET ST 1ST FLR
    AKRON,OH44303     		  PC General donation 1,922
    Community Service Center of Morgan County
    301 W Harrison St
    Martinsville,IN46151     		  PC Family Stability 8,000
    Compassionate Hands Incorporated
    214 N College St
    Lebanon,TN37087     		  PC Family Stability 8,000
    Council on Foundations
    2121 Crystal Dr Ste 700
    Arlington,VA22202     		  PC Membership 10,000
    Country Neighbor Program Inc
    PO BOX 212
    ORWELL,OH44076     		  PC Family Stability 5,000
    Cultivate Culinary School & Catering
    1403 Prairie Ave
    South Bend,IN46613     		  PC Family Stability 5,000
    Cuyahoga Community College
    700 Carnegie Av
    Cleveland,OH44114     		  PC Capacity support 2,500
    Cuyahoga Community College Foundation
    700 CARNEGIE AVE
    CLEVELAND,OH44115     		  PC Family Stability 88,749
    Dare to Care Foodbank
    PO Box 35458
    Louisville,KY40232     		  PC Disaster recovery, Employee Match 5,025
    EAST COOPER COMMUNITY OUTREACH
    1145 SIX MILE RD
    MT PLEASANT,SC29466     		  PC General donation 250
    ECONOMIC GROWTH FOUNDATION
    1240 HURON RD E STE 300
    CLEVELAND,OH44115     		  PC Sponsorship 7,000
    EDEN
    7812 MADISON AVE
    CLEVELAND,OH44102     		  PC Sponsorship 700
    EDUCATION FDN FOR BUCKEYE ELEMENTARY SCHOOL DIST
    PO BOX 190
    BUCKEYE,AZ85326     		  PC Memorial 75
    Empowering & Strengthening Ohio's People (ESOP)
    11890 Fairhill Rd
    Cleveland,OH44120     		  PC Family Stability 30,000
    FAIRFAX RENAISSANCE DVLPMT CORP
    8111 QUINCY AVE STE 100
    CLEVELAND,OH44104     		  PC Family Stability 35,000
    FAITH HOSPICE
    2100 RAYBROOK ST SE Ste 300
    GRAND RAPIDS,MI49546     		  PC Memorial 51
    Faith in Action of the Greater Kanawha Valley Inc
    PO BOX 11623
    CHARLESTON,WV25339     		  PC Family Stability 5,000
    Families Exploring Down Syndrome
    PO Box 1191
    Sterling Heights,MI48311     		  PC Family Stability 5,000
    Feeding America Kentucky's Heartland Inc
    PO BOX 821
    Elizabethtown,KY42702     		  PC Family Stability 5,000
    Feeding Medina County
    650 W Smith Rd C-8
    Medina,OH44256     		  PC Family Stability 33,000
    FEEDING TAMPA BAY
    4702 TRANSPORT DR BLDG 6
    TAMPA,FL33605     		  PC Employee Match, General Donation 620
    FENTRESS HOPE FOUNDATION
    1211 OLD HWY 127 S
    JAMESTOWN,TN38556     		  PC Memorial 75
    Fernandina Beach Police Foundation Inc
    1525 LIME ST
    FERN BCH,FL32034     		  PC Family Stability 5,000
    First Baptist Church
    450 SE Fairview St
    Prineville,OR97754     		  PC Memorial 50
    First United Church of Christ
    526 West Main St
    Sugarcreek,OH44681     		  PC Community Outreach/Family Stability 5,000
    FOOD BANK OF NORTHWEST INDIANA INC
    6490 BROADWAY
    MERRILLVILLE,IN46410     		  PC Family Stability 5,000
    Foodbank of Northeast Georgia
    861 Newton Bridge Rd
    Athens,GA30604     		  PC Employee Match 52
    Foodshare
    450 Woodland Ave
    Bloomfield,CT06002     		  PC Employee Match 1,300
    FORT WAYNE URBAN LEAGUE INC
    2135 S HANNA ST
    FORT WAYNE,IN46803     		  PC Family Stability 138
    Franklin Cooperative Ministry
    PO BOX 1214
    FRANKLIN,VA23851     		  PC Family Stability 8,000
    Freestore Foodbank Inc
    1141 Central Pkwy
    Cincinnati,OH45202     		  PC Employee Match 90
    Friends of TN's Babies with Special Needs
    PO Box 544
    Alcoa,TN37701     		  PC Family Stability 8,000
    Fund for Our Economic Future
    4415 Euclid Ave Ste 203
    Cleveland,OH44103     		  PC Disaster Recovery, General Donation 125,000
    Gamma Iota Sigma
    PO Box 1744
    Powell,OH43065     		  PC Scholarship, Sponsorship 17,500
    Girl Scouts of North East Ohio
    One Girl Scout Way
    Macedonia,OH44056     		  PC Dollars for Doers 1,000
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC Family Stability 5,000
    GLOBAL OUTREACH INTERNATIONAL INC
    PO BOX 1
    TUPELO,MS38802     		  PC Memorial 76
    God's Pantry Food Bank Inc
    1685 JAGGIE FOX WAY
    LEXINGTON,KY40511     		  PC Family Stability 5,000
    GOLDEN PERFORMING ARTS CENTER
    23233 Saticoy St 107
    West Hills,CA91304     		  PC Memorial 50
    GOLDEN RETRIEVERS IN NEED RESCUE SVC INC
    PO BOX 24365
    CLEVELAND,OH44124     		  PC Memorial 51
    GRACE EVANGELICAL LUTHERAN CHURCH
    146 HIGH ST
    WADSWORTH,OH44281     		  PC Memorial 50
    GRAND RAPIDS URBAN LEAGUE INC
    745 EASTERN AVE SE
    GRAND RAPIDS,MI49503     		  PC Family Stability 40
    Great Lakes Community Action Partnership
    127 S FRONT ST
    FREMONT,OH43420     		  PC Family Stability 8,000
    Great Lakes Science Center
    601 Erieside Ave
    Cleveland,OH44114     		  PC General donation 250
    Greater Cleveland Food Bank Inc
    15500 S Waterloo Rd
    Cleveland,OH44110     		  PC Employee Match, Family Stability 8,039
    GREATER CLEVELAND SPORTS COMMISSION
    334 EUCLID AVE STE 100
    CLEVELAND,OH44114     		  PC General donation, Sponsorship 37,653
    GREATER LANSING FOOD BANK
    PO BOX 16224
    LANSING,MI48901     		  PC General donation 100
    GREATER PHOENIX URBAN LEAGUE INC
    1402 S 7TH AVE
    PHOENIX,AZ85007     		  PC Family Stability 35
    Greater Stark County Urban League
    1400 SHERRICK RD SE
    CANTON,OH44707     		  PC Family Stability 5,240
    GREATER WARREN-YOUNGSTOWN URBAN LEAGUE INC
    290 W MARKET ST
    WARREN,OH44481     		  PC Family Stability 90
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 W Lamar St
    Americus,GA31709     		  PC Memorial 51
    Habitat for Humanity of Greater Indianapolis Inc
    3135 N Meridian St
    Indianapolis,IN46208     		  PC General donation 6,000
    Habitat for Humanity of Medina County
    620 E Smith Road E-6A
    Medina,OH44256     		  PC General donation 10,000
    HABITAT FOR HUMANITY of NORTHEAST INDIANA
    PO BOX 620
    AUBURN,IN46706     		  PC Memorial 76
    Habitat for Humanity of Ohio
    88 E Broad St Ste 1800
    Columbus,OH43215     		  PC General donation 7,500
    HABITAT FOR HUMANITY OF SUMMIT COUNTY INC
    2301 ROMIG RD
    AKRON,OH44320     		  PC General donation 20,000
    HAMOT HEALTH FOUNDATION
    302 FRENCH ST
    ERIE,PA16507     		  PC Memorial 76
    Hannah's Hope Ministries
    736 Upland Ave
    Reading,PA19607     		  PC Family Stability 8,000
    Harvard University
    1350 Massachusetts Ave
    Cambridge,MA02138     		  PC Scholarship 750
    HETRICK-MARTIN INSTITUTE INC
    2 ASTOR PLACE Flr 3
    NEW YORK,NY10003     		  PC Sponsorship 1,250
    HOCKING-ATHENS PERRY COMMUNITY ACTION
    3 CARDARAS DR
    GLOUSTER,OH45732     		  PC Family Stability 5,000
    HOLY FAMILY HOME
    7801 DETROIT AVE
    CLEVELAND,OH44102     		  PC Memorial 51
    Homerville United Methodist Church
    9097 Spencer Rd
    Homerville,OH44235     		  PC Memorial 50
    Hospice & Community Care
    685 Good Drive
    Lancaster,PA17604     		  PC Memorial 51
    Hospice of Cincinnati Incorporated
    4360 Cooper Rd Suite 300
    Cincinnati,OH45242     		  PC Memorial 51
    HOSPICE OF GUERNSEY INC
    PO BOX 1165
    CAMBRIDGE,OH43725     		  PC Memorial 76
    HOSPICE OF MEDINA COUNTY
    17876 ST CLAIR AVE
    CLEVELAND,OH44110     		  PC Memorial 102
    Hospice of North Central Ohio Inc
    1050 Dauch Drive
    Ashland,OH44805     		  PC Memorial 51
    HOSPICE OF NORTHWEST OHIO
    30000 E RIVER RD
    PERRYSBURG,OH43551     		  PC Memorial 102
    Hospice of the Western Reserve Inc
    17876 St Clair Ave
    Cleveland,OH44110     		  PC Memorial 255
    House of Hope
    2484 SE Bonita St
    Stuart,FL34997     		  PC Family Stability 8,000
    Housing Research and Advocacy Center
    2728 Euclid Ave Ste 200
    Cleveland,OH44115     		  PC Family Stability 10,000
    HOUSTON AREA URBAN LEAGUE INC
    1301 TEXAS AVE
    HOUSTON,TX77002     		  PC Family Stability 35
    Houston Food Bank
    535 Portwall St
    Houston,TX77029     		  PC Employee Match 250
    Howard Hanna Children's Free Care Fund
    119 Gamma Dr
    Pittsburgh,PA15238     		  PC Family Stability 5,000
    ideastream
    1375 Euclid Ave
    Cleveland,OH44115     		  PC General donation 20,000
    INDIANAPOLIS URBAN LEAGUE INC
    777 INDIANA AVE
    INDIANAPOLIS,IN46202     		  PC Family Stability 98
    Insurance Industry Charitable Fdn Inc
    1999 Ave of the Stars Ste 1100
    Los Angeles,CA90067     		  PC General donation, Sponsorship 12,500
    INTER-FAITH FOOD SHUTTLE
    1001 BLAIR DR STE 120
    RALEIGH,NC27603     		  PC Disaster recovery 5,000
    InVEST
    127 S Peyton St
    Alexandria,VA22314     		  PC General donation 20,000
    JACKSONVILLE URBAN LEAGUE INC
    903 W Union St
    JACKSONVILLE,FL32204     		  PC Family Stability 50
    JANESVILLE MATTERS
    PO BOX 266
    JANESVILLE,MN56048     		  PC Memorial 50
    JONI AND FRIENDS
    PO BOX 3333
    AGOURA HILLS,CA91376     		  PC Dollars for Doers 500
    Judi's House
    1741 Gaylord St
    Denver,CO80206     		  PC Sponsorship 3,325
    Julie Billiart Network
    4982 CLUBSIDE RD
    LYNDHURST,OH44124     		  PC Family Stability 5,000
    KNOXVILLE AREA URBAN LEAGUE
    1514 E 5th Ave
    KNOXVILLE,TN37917     		  PC Family Stability 50
    Lafayette United Methodist Church
    6201 Lafayette Rd
    Medina,OH44256     		  PC Memorial 50
    LANCASTER COUNTY AGRICULTURE COUNCIL
    1383 Arcadia Rd
    Lancaster,PA17601     		  PC Sponsorship 6,700
    Leapin' Outreach Center
    150 Court St
    Marion,OH43302     		  PC Family Stability 8,000
    Learn Tampa Bay
    202 W Reynolds St
    Plant City,FL33563     		  PC Family Stability 8,000
    LEE INITIATIVE INC
    613 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		  PC Disaster Recovery 150,000
    Leo A Hoffmann Center Inc
    1715 Sheppard Dr
    ST PETER,MN56082     		  PC Family Stability 5,000
    LeRoy United Methodist Church
    PO Box 327
    Westfield Center,OH44251     		  PC Memorial 401
    Leukemia & Lymphoma Society
    PO Box 772392
    Detroit,MI48277     		  PC Dollars for Doers, Sponsorship 5,500
    Life Remodeled
    2470 Collingwood St
    Detroit,MI48206     		  PC Family Stability 8,000
    Lifecare Hospice
    1900 Akron Rd
    Wooster,OH44691     		  PC Memorial 151
    Little City Foundation
    1760 W Algonquin Rd
    Palatine,IL60067     		  PC Family Stability 5,000
    Lodi United Methodist Church Ohio
    320 Medina St
    Lodi,OH44254     		  PC Memorial 50
    LORAIN COUNTY URBAN LEAGUE INC
    200 Middle Ave Ste 200
    ELYRIA,OH44035     		  PC Family Stability 390
    LORD'S PANTRY OF DOWNINGTOWN
    141 E LANCASTER AVE
    DOWNINGTOWN,PA19335     		  PC Disaster relief 2,500
    Lott Industries Inc
    3350 HILL AVE
    TOLEDO,OH43607     		  PC Family Stability 8,000
    LOUISVILLE URBAN LEAGUE
    1535 W BROADWAY
    LOUISVILLE,KY40203     		  PC Family Stability 285
    LOVE AKRON
    54 E MILL ST STE 302
    AKRON,OH44308     		  PC Sponsorship 5,000
    Love INC of Greater Holmes County
    PO BOX 144
    MILLERSBURG,OH44654     		  PC Family Stability 8,000
    Lynch Family Foundation Ltd
    PO Box 44
    Waucoma,IA52171     		  PC Sponsorship 5,000
    Main Street Medina
    39 Public Sq Ste 305
    Medina,OH44256     		  PC Membership 1,000
    Manuf Advocacy & Growth Network Inc (MAGNET)
    1768 E 25th St
    Cleveland,OH44114     		  PC Capital Campaign 50,000
    Maryland Food Bank
    2200 Halethorpe Farms Rd
    Baltimore,MD21227     		  PC Family Stability 10,000
    MEDICAL COLLEGE OF VIRGINIA FOUNDATION
    PO BOX 980234
    RICHMOND,VA23298     		  PC Memorial 76
    Medina County 4-H Sheep Committee
    9728 Wooster Pike Rd
    Seville,OH44273     		  PC Sponsorship 1,250
    MEDINA COUNTY AGRICULTURAL SOCIETY
    720 W SMITH RD
    MEDINA,OH44256     		  PC Sponsorship 1,250
    MEDINA COUNTY ARTS COUNCIL INC
    PO BOX 532
    MEDINA,OH44256     		  PC Sponsorship 470
    Medina County Police Activities League
    555 Independence Dr
    Medina,OH44256     		  PC General donation, Sponsorship 9,400
    Medina County Sheriff's Office
    555 Independence Dr
    Medina,OH44256     		  GOV Safety 36,000
    MEDINA HOSPITAL FOUNDATION
    1000 E WASHINGTON ST
    MEDINA,OH44256     		  PC General donation, Sponsorship 7,500
    Meredith-Dunn School
    3023 Melbourne Ave
    Louisville,KY40220     		  PC Family Stability 5,000
    MIDDLE GEORGIA COMMUNITY FOOD BANK INC
    4490 OCMULGEE EAST BLVD
    MACON,GA31217     		  PC Disaster recovery 5,000
    Mid-Ohio Foodbank
    3960 Brookham Dr
    Grove City,OH43123     		  PC Employee Match, General Donation 2,463
    MID-WESTERN CHILDRENS HOME
    PO BOX 48
    PLEASANT PLN,OH45162     		  PC Memorial 51
    MIRACLE LEAGUE OF NORTHEAST OHIO
    PO BOX 1966
    MEDINA,OH44258     		  PC Capital Campaign 900
    Mississippi State University
    PO Box 5227
    Mississippi State,MS39762     		  PC Scholarship 1,500
    Mogadore Baptist Church
    PO Box 126
    Mogadore,OH44312     		  PC Memorial 50
    Mother To Mother
    5133 HARDING PIKE STE B10 C313
    NASHVILLE,TN37205     		  PC Family Stability 8,000
    Musical Arts Association
    11001 Euclid Ave
    Cleveland,OH44106     		  PC Sponsorship 16,200
    NAMIC MUTUAL INSURANCE FOUNDATION
    3601 VINCENNES RD
    INDIANAPOLIS,IN46268     		  PC Scholarship 15,000
    NATIONAL ASSOC OF STATE EMS OFFICIALS
    201 PARK WASHINGTON CT
    FALLS CHURCH,VA22046     		  PC Safety 15,000
    NATIONAL DIVERSITY COUNCIL
    PO BOX 590258
    HOUSTON,TX77259     		  PC Membership, Sponsorship 11,000
    National Multiple Sclerosis Society
    6155 ROCKSIDE RD STE 202
    INDEPENDENCE,OH44131     		  PC Family Stability, Memorial 5,051
    NATIONAL PANCREATIC CANCER FOUNDATION
    PO BOX 1848
    LONGMONT,CO80502     		  PC Memorial 51
    North Central WV Coalition for the Homeless Inc
    PO Box 2022
    Clarksburg,WV26301     		  PC Family Stability 8,000
    NORTHERN VIRGINIA URBAN LEAGUE INC
    1315 DUKE ST
    ALEXANDRIA,VA22314     		  PC Family Stability 285
    NorthField Church
    2100 NASHVILLE PIKE
    GALLATIN,TN37066     		  PC Outreach 8,000
    Ohio Northern University
    Financial Aid Office 525 S Main St
    Ada,OH45810     		  PC Scholarship 1,500
    Ohio University
    020 Chubb Hall
    Athens,OH45701     		  PC Scholarship 1,500
    Old Man Rivers Mission
    703 PIKE ST
    PARKERSBURG,WV26101     		  PC Family Stability 5,000
    One Generation Away
    320 Premier Ct S
    Franklin,TN37067     		  PC Family Stability 5,000
    Operation Homes
    PO Box 326
    Medina,OH44258     		  PC Family Stability 8,000
    Osceola County Council on Aging Inc
    700 Generation Pt
    Kissimmee,FL34744     		  PC Family Stability 8,000
    OTTERBEIN UNIVERSITY
    Attn Business Office
    WESTERVILLE,OH43081     		  PC Scholarship 1,500
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE STE 200
    MANHATTAN BEACH,CA90266     		  PC Memorial 51
    Parkesburg POINT
    PO BOX 731
    PARKESBURG,PA19365     		  PC Family Stability 8,000
    PELOTONIA
    450 W BROAD ST
    COLUMBUS,OH43215     		  PC Sponsorship 7,500
    Pennsylvania Home of the Sparrow
    969 E SWEDESFORD RD
    EXTON,PA19341     		  PC Family Stability 8,000
    PGA TOUR INC
    100 PGA TOUR BLVD
    PONTE VEDRA,FL32082     		  PC Sponsorship 215,000
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		  PC Disaster recovery, Employee Match 5,250
    Philanthropy Ohio
    500 South Front St Ste 900
    Columbus,OH43215     		  PC Membership 7,800
    PINELLAS COUNTY URBAN LEAGUE INC
    333 31ST ST N
    ST PETERSBURG,FL33713     		  PC Family Stability 40
    Playhouse Square Foundation
    1501 Euclid Ave Ste 200
    Cleveland,OH44115     		  PC General donation 25,000
    Prevail
    1100 S 9th St
    Noblesville,IN46060     		  PC Family Stability 8,000
    PROJECT HELPING
    8100 E Arapahoe Rd Ste 303
    Centennial,CO80112     		  PC General donation 200
    Promedica Foundation
    444 N Summit St
    Toledo,OH43604     		  PC Sponsorship 1,500
    PULMONARY HYPERTENSION ASSOCIATION INC
    8401 COLESVILLE RD STE 200
    SILVER SPRING,MD20910     		  PC General donation 1,500
    Purdue University
    610 Purdue Mall
    West Lafayette,IN47907     		  PC Scholarship 2,250
    QUAD COUNTY URBAN LEAGUE INC
    1685 N FARNSWORTH AVE
    AURORA,IL60505     		  PC Family Stability 138
    Racquet Up Detroit
    PO Box 11404
    Detroit,MI48211     		  PC Family Stability 8,000
    RAILS TO TRAILS CONSERVANCY
    2121 WARD COURT NW 5TH FLR
    WASHINGTON,DC20037     		  PC Memorial 76
    RID-ALL FOUNDATION INC
    3751 PROSPECT AVE GARDEN STE
    CLEVELAND,OH44115     		  PC Family Stability 10,000
    RONALD MCDONALD HOUSE NEW YORK INC
    405 EAST 73RD ST
    NEW YORK,NY10021     		  PC Sponsorship 10,000
    Sacred Heart of Jesus Parish
    260 Broad St
    Wadsworth,OH44281     		  PC Memorial 50
    SAINT THERESE
    1660 HWY 100 S STE 103
    ST LOUIS PARK,MN55416     		  PC Memorial 51
    Second Harvest Food Bank of East Central Indiana
    6621 N OLD SR 3
    MUNCIE,IN47303     		  PC Family Stability 5,000
    SECOND HARVEST FOOD BANK OF EAST TENNESSEE
    136 HARVEST LN
    MARYVILLE,TN37801     		  PC Employee Match 130
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		  PC Employee Match 130
    Second Harvest Food Bank of Middle Tennessee
    331 Great Circle Rd
    Nashville,TN37228     		  PC Employee Match, Family Stability 6,118
    Second Harvest Food Bank of North Central Ohio
    5510 Baumhart Rd
    Lorain,OH44053     		  PC Employee Match 1,035
    SECOND HARVEST FOOD BANK OF NORTHWEST PA
    1507 GRIMM DR
    ERIE,PA16501     		  PC Employee Match 50
    Second Harvest Heartland
    1140 Gervaise Ave
    St Paul,MN55109     		  PC Employee Match 399
    SEVILLE-GUILFORD FIRE ASSOCATION
    100 W GREENWICH RD
    SEVILLE,OH44273     		  PC Safety, UTV - capital support 9,300
    Shelby County United Way
    232 SOUTH OHIO AVE
    SIDNEY,OH45365     		  PC Family Stability 5,000
    SHENANGO VALLEY URBAN LEAGUE
    601 INDIANA AVE
    FARRELL,PA16121     		  PC Family Stability 68
    SIDE BY SIDE VA INC
    PO BOX 5542
    RICHMOND,VA23220     		  PC General donation 500
    Silver Spring Neighborhood Center
    5460 N 64TH ST
    MILWAUKEE,WI53218     		  PC Family Stability 8,000
    Society for Handicapped Citizens of Medina Cty Inc
    4283 Paradise Rd
    Seville,OH44273     		  PC General donation 2,500
    Spanish American Committee
    4407 Lorain Ave
    Cleveland,OH44113     		  PC Family Stability, Sponsorship 103,500
    ST FRANCIS XAVIER PARISH
    612 E WASHINGTON ST
    MEDINA,OH44256     		  PC Memorial 51
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		  PC Memorial 255
    ST MARYS FOOD BANK ALLIANCE
    2831 N 31ST AVE
    PHOENIX,AZ85009     		  PC Employee Match 520
    ST PETER'S JR HIGHHIGH SCHOOL
    104 W 1ST ST
    MANSFIELD,OH44902     		  PC Dollars for Doers 500
    St Augustine Church
    204 Sixth St NW
    Barberton,OH44203     		  PC Memorial 50
    St Emeric Church
    1860 W 22nd St
    Cleveland,OH44113     		  PC Memorial 50
    St Paul's Episcopal Church
    PO Box 326
    Athens,TN37371     		  PC Community Outreach/Family Stability 8,000
    St Vincent de Paul Society
    1263 Shannon Ave
    Barberton,OH44203     		  PC Memorial 50
    StarkFresh
    321 Cherry Ave NE
    Canton,OH44702     		  PC Family Stability 6,500
    STEWARTS CARING PLACE
    3501 RIDGE PARK DR
    FAIRLAWN,OH44333     		  PC Sponsorship 1,080
    Student Advocacy Center of Michigan
    124 PEARL ST STE 504
    YPSILANTI,MI48197     		  PC Family Stability 8,000
    SUMMA HEALTH
    525 E Market St
    AKRON,OH44304     		  PC Sponsorship 1,108
    Team NEO Foundation
    1111 Superior Ave Ste 1600
    Cleveland,OH44114     		  PC General donation 35,000
    TEMPLE UNIVERSITY
    1852 N 10TH ST TASB 08354
    PHILADELPHIA,PA19122     		  PC General donation 250
    The Charles A Melton Arts & Education Center
    501 East Miner St
    West Chester,PA19382     		  PC Family Stability 8,000
    THE DIVERSITY CENTER OF NORTHEAST OHIO INC
    3659 GREEN RD STE 220
    CLEVELAND,OH44122     		  PC Sponsorship 3,500
    The Fair Housing Center
    326 N Erie St
    TOLEDO,OH43604     		  PC Family Stability 10,000
    The Fort Wayne Rescue Mission Ministries Inc
    404 E Washington Blvd
    FORT WAYNE,IN46802     		  PC Family Stability 8,000
    The HealthCare Connection
    1401 Steffen Ave
    Cincinnati,OH45215     		  PC Family Stability 8,000
    The LeBron James Family Foundation
    3800 Embassy Pkwy Ste 360
    Akron,OH44333     		  PC Family Stability 45,000
    The Lehigh Conference of Churches
    457 W ALLEN ST
    ALLENTOWN,PA18102     		  PC Community Outreach/Family Stability 5,000
    The Network for Better Futures
    813 N 5th St
    Minneapolis,MN55401     		  PC Family Stability 8,000
    The Ohio State University
    Office of the Univ Bursar 2nd Flr
    Columbus,OH43210     		  PC Scholarship 1,500
    The Plexus Education Foundation Inc
    PO Box 91697
    Cleveland,OH44101     		  PC General donation 2,500
    The University of Akron Foundation
    302 Buchtel Mall
    Akron,OH44325     		  PC Board support 5,000
    THE URBAN LEAGUE OF GREATER CHATTANOOGA INC
    730 E ML King Blvd
    CHATTANOOGA,TN37404     		  PC Family Stability 100
    ThirdSpace Action Lab
    1464 E 105th St 302
    Cleveland,OH44106     		  PC Race Equity 6,090
    TIDEWELL HOSPICE INC
    5955 RAND BLVD
    SARASOTA,FL34238     		  PC Memorial 51
    Tinley Park United Methodist Church
    6875 W 173rd Pl
    Tinley Park,IL60477     		  PC Memorial 75
    Toledo Northwestern Ohio Food Bank
    24 East Woodruff Ave
    Toledo,OH43604     		  PC Employee Match 260
    Towards Employment Inc
    1255 Euclid Ave Ste 300
    Cleveland,OH44115     		  PC Family Stability 30,500
    TRIANGLE BAPTIST CHURCH
    7156 HUNTER DR
    CHIPPEWA LAKE,OH44215     		  PC Memorial 50
    Tri-County Jobs for Ohio's Graduates
    1333 HOME AVE
    AKRON,OH44310     		  PC Family Stability 15,000
    UNC-CH
    Univ Cashier Suite 2215 SASB Nort
    Chapel Hill,NC27599     		  PC Scholarship 3,000
    Union Gospel Mission Assoc of St Paul
    77 9th St E
    Saint Paul,MN55101     		  PC Family Stability 8,000
    United Black Fund of Greater Cleveland
    1621 Euclid Ave 1200
    Cleveland,OH44115     		  PC Family Stability 30,000
    United Cerebral Palsy of Greater Cleveland
    10011 Euclid Avenue
    Cleveland,OH44106     		  PC General donation 10,000
    United Way of Ashland County Ohio Inc
    132 W Main St Lower Lvl
    Ashland,OH44805     		  PC Employee Match 130
    United Way of Central and Northeastern CT
    30 Laurel St
    Hartford,CT06106     		  PC Employee Match 1,248
    United Way of Central Ohio
    360 S Third St
    Columbus,OH43215     		  PC Employee Match 1,040
    United Way of Coastal Georgia
    PO BOX 877
    BRUNSWICK,GA31521     		  PC Family Stability 5,000
    UNITED WAY OF DELAWARE COUNTY INC
    PO Box 319
    Delaware,OH43015     		  PC Employee Match 100
    United Way of East Tennessee Highlands
    1907 N ROAN ST STE 409
    JOHNSON CITY,TN37601     		  PC Family Stability 5,000
    United Way of Erie County
    420 West 6th St Ste 200
    Erie,PA16507     		  PC Employee Match 50
    United Way of Greater Cleveland
    1331 Euclid Ave
    Cleveland,OH44115     		  PC Employee Match 1,090
    United Way of Greater Lorain County Inc
    642 Broadway Ave
    Lorain,OH44052     		  PC Employee Match 130
    United Way of Greater Stark County Inc
    401 Market Ave N Ste 300
    Canton,OH44702     		  PC Employee Match 5,590
    United Way of Henry County
    611 N Perry St
    Napoleon,OH43545     		  PC Family Stability 5,000
    United Way of Jasper County
    312 1ST AVE W
    NEWTON,IA50208     		  PC Family Stability 5,000
    United Way of Kankakee & Iroquois Counties
    PO BOX 1286
    KANKAKEE,IL60901     		  PC Family Stability 5,000
    United Way of Lancaster County
    1910 Harrrington Dr Ste A
    Lancaster,PA17601     		  PC Employee Match, Family Stability 5,520
    United Way of Logan County Inc
    130 S MAIN ST STE 109
    BELLEFONTAINE,OH43311     		  PC Family Stability 5,000
    United Way of Mesa County
    PO Box 153
    Grand Junction,CO81502     		  PC Family Stability 5,000
    United Way of North Central Ohio
    125 EXECUTIVE DR STE 100
    MARION,OH43302     		  PC Family Stability 5,000
    United Way of Northern Shenandoah Valley
    329 N CAMERON ST STE 201
    WINCHESTER,VA22601     		  PC Family Stability 5,000
    United Way of Pickaway County
    PO BOX 292
    Circleville,OH43113     		  PC Family Stability 5,000
    UNITED WAY OF RUTHERFORD AND CANNON COUNTIES
    PO Box 330056
    MURFREESBORO,TN37133     		  PC Employee Match 50
    UNITED WAY OF ST CLAIR COUNTY
    1723 MILITARY ST
    PORT HURON,MI48060     		  PC Memorial 76
    United Way of Summit & Medina
    37 N High St
    Akron,OH44308     		  PC Dollars for Doers, Employee Match, General Donatio 22,514
    United Way of Sumner County
    1531 Hunt Club Blvd Ste 110
    Gallatin,TN37066     		  PC Employee Match 468
    United Way of the Bluegrass
    651 PERIMETER DR STE 510
    LEXINGTON,KY40517     		  PC Family Stability 5,000
    United Way of Union County Inc
    648 Clymer Road Ste 120
    Marysville,OH43040     		  PC Employee Match 70
    United Way of Wayne and Holmes Counties Inc
    215 S Walnut St
    Wooster,OH44691     		  PC Employee Match 2,600
    United Way of York County
    800 E King St
    York,PA17403     		  PC Employee Match 130
    University of Kentucky
    127 Funkhouser Bldg
    Lexington,KY40506     		  PC Scholarship 3,000
    UNIVERSITY OF ST THOMAS
    2115 SUMMIT AVE
    ST PAUL,MN55105     		  PC Scholarship 6,000
    University of Wisconsin-Madison
    333 E Campus Mall 10501
    Madison,WI53715     		  PC Scholarship 1,500
    URBAN LEAGUE OF CENTRAL CAROLINAS INC
    740 W 5th St
    CHARLOTTE,NC28202     		  PC Family Stability 35
    Urban League of Detroit & Southeastern MI
    208 MACK AVE
    DETROIT,MI48201     		  PC Family Stability 5,125
    URBAN LEAGUE OF GREATER CLEVELAND
    2930 PROSPECT AVE
    CLEVELAND,OH44115     		  PC Small Business Stability, Family Stability 80,435
    URBAN LEAGUE OF GREATER PITTSBURGH
    332 5TH AVE FLR 4
    PITTSBURGH,PA15222     		  PC Family Stability 108
    URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO
    3458 READING RD
    CINCINNATI,OH45229     		  PC Family Stability 140
    URBAN LEAGUE OF HAMPTON ROADS INC
    7300 Newport Ave
    NORFOLK,VA23505     		  PC Family Stability 35
    URBAN LEAGUE OF HILLSBOROUGH COUNTY INC
    PO BOX 130303
    TAMPA,FL33681     		  PC Family Stability 25
    URBAN LEAGUE OF LEXINGTON-FAYETTE CO
    148 DEWEESE ST
    LEXINGTON,KY40507     		  PC Family Stability 85
    URBAN LEAGUE OF MIDDLE TENNESSEE
    50 Vantage Way Ste 201
    NASHVILLE,TN37228     		  PC Family Stability 90
    URBAN LEAGUE OF PHILADELPHIA
    121 S BROAD ST FLR 6
    PHILADELPHIA,PA19107     		  PC Family Stability 879
    URBAN LEAGUE OF SAN DIEGO COUNTY
    4305 UNIVERSITY AVE STE 360
    SAN DIEGO,CA92105     		  PC Family Stability 25
    URBAN LEAGUE OF THE STATE OF ARKANSAS INC
    3805 W 12TH ST STE 205
    LITTLE ROCK,AR72204     		  PC Family Stability 10
    URBAN LEAGUE OF THE UPSTATE
    15 REGENCY HILL DR
    GREENVILLE,SC29607     		  PC Family Stability 40
    URBAN LEAGUE TWIN CITIES
    2100 PLYMOUTH AVE N
    MINNEAPOLIS,MN55411     		  PC Family Stability 260
    Urban Mission Ministries Inc
    311 N 6th St
    Steubenville,OH43952     		  PC Family Stability 8,000
    USS CLEVELAND LEGACY FOUNDATION
    1001 LAKESIDE AVE E STE 1520
    CLEVELAND,OH44114     		  PC Endowment Support 25,000
    WAYNE COUNTY HUMANE SOCIETY INC
    1161 MECHANICSBURG RD
    WOOSTER,OH44691     		  PC Memorial 51
    WAYNE STATE UNIVERSITY
    Office of the Bursar Welcome Center
    DETROIT,MI48202     		  PC Scholarship 750
    WESTERN RESERVE HISTORICAL SOCIETY
    10825 EAST BLVD
    CLEVELAND,OH44106     		  PC Sponsorship 4,150
    Westfield Employee Financial Hardship Fund
    One Park Cir
    Westfield Center,OH44251     		  I Disaster Recovery 3,250
    Westfield Fire and Rescue
    8515 Virginia Drive
    Westfield Center,OH44251     		  PC Safety 46,800
    White Stone Quarry Baptist Church
    2764 Blue Level Rd
    Bowling Green,KY42101     		  PC Memorial 50
    WKSU
    PO Box 5190
    Kent,OH44242     		  PC Disaster Recovery 3,500
    Working In Neighborhoods
    1814 DREMAN AVE
    CINCINNATI,OH45223     		  PC Family Stability 8,000
    WOUNDED WARRIOR PROJECT INC
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		  PC Memorial 51
    YMCA of Springfield
    601 N 4th St
    Springfield,IL62703     		  PC Family Stability 6,500
    Young Men's Christian Association of Bucks County
    2500 Lower State Rd
    Doylestown,PA18901     		  PC Family Stability 6,500
    Youth Opportunities Unlimited (YOU)
    1228 Euclid Ave Ste 200
    Cleveland,OH44115     		  PC Family Stability 80,000
    YWCA Carlisle & Cumberland County
    301 G St
    Carlisle,PA17013     		  PC Family Stability 8,000
    YWCA Greater Cleveland
    4019 Prospect Ave
    Cleveland,OH44103     		  PC Sponsorship 15,000
    Total .................................bullet 3a 3,234,102
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 3,727,289  
    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) ..   4,362,594  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,362,594
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    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 2021 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 2021 GeneralExplanationAttachment
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Identifier Return Reference Explanation
    Change in NAICS Code Form 990-T, Schedule A, Line C Regulation section 1.512(a)-6(b)(1) The two-digit NAICS code previously reported (523900) on the Form 990-T related to income from qualifying partnerships interests was reported in error. The two digits NAICS code is being revised to 901101 in accordance with the 990-T filing instructions for 2021.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESCO QQQ TRUST SERIES 1 ETF 1,074,195 1,074,195
    ISHARES - MSCI EAFE IDX FD 2,938,069 2,938,069
    ISHARES - RUSSELL MIDCAP VALUE 4,688,623 4,688,623
    ISHARES - RUSSLE MIDCAP GROWTH 2,705,826 2,705,826
    ISHARES - RUSSELL 1000 VALUE 4,656,867 4,656,867
    ISHARES - RUSSELL 1000 GROWTH 3,069,957 3,069,957
    ISHARES - S&P SMALLCAP 600 VAL 4,448,139 4,448,139
    ISHARES - S&P SMALLCAP 600 GRO 2,529,491 2,529,491
    VANGUARD - EMERGING MKT ETF 1,899,462 1,899,462

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    US Government Securities - End of Year Book Value:

    6,413,239
    US Government Securities - End of Year Fair Market Value:

    6,413,239
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 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 5,110,190 5,110,190
    PACIFIC PVT EQTY OPP FD II, LP FMV 2,468,680 2,468,680

    TY 2021 LegalFeesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 2,696 2,696 0 0


    TY 2021 OtherAssetsSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME - COMMON 0 6,488 6,488


    TY 2021 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 30,961 0 0 30,961
    ADVERTISING 6,928 0 0 6,928
    INSURANCE 748 0 0 748
    BANK FEES 375 375 0 0
    REGULATORY FEES 200 0 0 200
    OFFICE EXPENSE 153 0 0 153


    TY 2021 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 -7,519 0
    GoldPoint Ptrs Select Mgr Fund III AIV 0 354 0
    Pacific Private Equity Opps Fund II 0 7,934 0


    TY 2021 OtherIncreasesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Amount
    UNREALIZED GAIN 4,057,927


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO OHIO FARMERS 38,738 45,594


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 39,180 39,180 0 0


    TY 2021 TaxesSchedule
    Name:
    The Westfield Insurance Foundation
    EIN:
    20-3816760
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 25,032 0 0 25,032
    FEDERAL TAXES 48,467 0 0 0