Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Westfield Insurance Foundation
 
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, OH44251
A Employer identification number

20-3816760
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$36,125,493J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 651,422 651,422  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,862,209
b Gross sales price for all assets on line 6a 5,346,198
7 Capital gain net income (from Part IV, line 2)... 1,862,209
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
List of Attached Documents:
// Content
0 188,920  
12 Total. Add lines 1 through 11........ 2,513,631 2,702,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 377,285 0   377,285
15 Pension plans, employee benefits....... 65,116 0   65,116
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,754 2,754   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
132,814 130,764   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
86,657 0   26,167
19 Depreciation (attach schedule) and depletion... 1,920 0  
20 Occupancy.............. 36,960 0   36,960
21 Travel, conferences, and meetings....... 35,660 0   35,660
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,808 1,109   1,699
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 741,974 134,627   542,887
25 Contributions, gifts, grants paid....... 3,124,944 3,211,099
26 Total expenses and disbursements. Add lines 24 and 25 3,866,918 134,627   3,753,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,353,287
b Net investment income (if negative, enter -0-) 2,567,924
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 124,316 448,533 448,533
2 Savings and temporary cash investments......... 593,668 830,369 830,369
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,262,212 Click to see attachment
List of Attached Documents:
// Content
5,158,581 		5,158,581
b Investments—corporate stock (attach schedule)....... 21,929,746 Click to see attachment
List of Attached Documents:
// Content
22,818,113 		22,818,113
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,467,807 Click to see attachment
List of Attached Documents:
// Content
6,869,314 		6,869,314
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
583 		Click to see attachment
List of Attached Documents:
// Content
583
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,377,749 36,125,493 36,125,493
Liabilities 17 Accounts payable and accrued expenses.......... 8,210 25,000
18 Grants payable................. 597,327 511,173
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
51,097 		Click to see attachment
List of Attached Documents:
// Content
42,645
23 Total liabilities (add lines 17 through 22)......... 656,634 578,818
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 34,721,115 35,546,675
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 34,721,115 35,546,675
30 Total liabilities and net assets/fund balances (see instructions). 35,377,749 36,125,493
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
34,721,115
2
Enter amount from Part I, line 27a .....................
2
-1,353,287
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,178,847
4
Add lines 1, 2, and 3 ..........................
4
35,546,675
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,546,675
Form 990-PF (2023)
Form 990-PF (2023)
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 Publicly Traded Securities P    
b Publicly Traded Securities P    
c
d
e
(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 4,730,663   3,483,989 1,246,674
b 615,535     615,535
c
d
e
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       1,246,674
b       615,535
c
d
e
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 1,862,209
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
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 right arrow 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) 1 35,694
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 0
3 Add lines 1 and 2........................... 3 35,694
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,694
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 89,767
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,767
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 54,073
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow54,073 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowWestfield Telephone no.right arrow (330) 887-8431

Located atright arrowPO Box 5001WestfieldOH ZIP+4right arrow44251
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
0.50 		0 0 0
PO Box 5001
Westfield Center,OH44251
Edward Largent director
0.50 		0 0 0
PO Box 5001
Westfield Center,OH44251
Jani Groza Director
15.00 		0 0 0
PO Box 5001
Westfield Center,OH44251
Frank Carrino Director
1.00 		0 0 0
PO Box 5001
Westfield Center,OH44251
Stuart Rosenberg Director
0.25 		0 0 0
PO Box 5001
Westfield Center,OH44251
Jack Kuhn 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
0.25 		0 0 0
PO Box 5001
Westfield Center,OH44251
Kathy Golovan Director
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
35,501,603
b
Average of monthly cash balances.......................
1b
237,682
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,739,285
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
35,739,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
536,089
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,203,196
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,760,160
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
1,760,160
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
35,694
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,617
c
Add lines 2a and 2b............................
2c
38,311
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,721,849
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,721,849
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,721,849
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
3,753,986
b
Program-related investments—total from Part VIII-B..................
1b
0
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
3,753,986
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,721,849
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,171,217
b From 2019...... 1,412,240
c From 2020...... 2,499,927
d From 2021...... 1,806,816
e From 2022...... 1,840,724
f Total of lines 3a through e ........ 8,730,924
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,753,986
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,721,849
e Remaining amount distributed out of corpus 2,032,137
5 Excess distributions carryover applied to 2023. 0 0
(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 10,763,061
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,171,217
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,591,844
10 Analysis of line 9:
a Excess from 2019.... 1,412,240
b Excess from 2020.... 2,499,927
c Excess from 2021.... 1,806,816
d Excess from 2022.... 1,840,724
e Excess from 2023.... 2,032,137
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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
(330) 887-8431
janigroza@westerfieldgrp.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 contributinos according to applicable IRC Code sections and verification.
Form 990-PF (2023)
Form 990-PF (2023)
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 Haven

623 N Pottstown Pike
Exton,PA19341 		  PC General operating support 4,500

Adaptive Sports Program of Ohio

2148 Eagle Pass Ste C
Wooster,OH446915357 		  PC General operating support 5,000

Akron Community Foundation

345 W Cedar Street
Akron,OH443072407 		  PC Sojourner Truth Fund 24,790

Akron Urban League

440 Vernon Odom
Akron,OH44307 		  PC Young Professionals 2,410

Akron Urban League

440 Vernon Odom
Akron,OH44307 		  PC General operating support 52,737

Akron-Canton Regional Foodbank

350 Opportunity Pkwy
Akron,OH443072234 		  PC General operating support 42,558

Alternative Paths Inc

246 Northland Drive Suite 200A
Medina,OH44256 		  PC First Responder Support Team 2,500

Always Endure

2011 Hall Drive
Fayetteville,TN373349419 		  PC General operating support 5,500

American Cancer Society Inc

3380 Chastain Meadows Pkwy NW Suite
200
Kennesaw,GA30144 		  PC General operating support 34,860

American Diabetes Association

2451 Crystal Drive Suite 900
Arlington,VA22202 		  PC Memorial donation 53

American Heart Association (National)

1375 E 9th Street 600
Cleveland,OH44114 		  PC General operating support 17,229

American Institute For Chartered Property Casualty Underwriters

720 Providence Road
Malvern,PA19355 		  PC Institutes Development Fund Contribution 15,000

American National Red Cross

431 18th Street NW
Washington,DC200065310 		  PC General operating support 500

American Red Cross Greater Akron And The Mahoning Valley Chapter

501 W Market Street
Akron,OH44303 		  PC Home Fire Safety Campaign 75,000

Ashtabula County Animal Protective League

5970 Green Road
Ashtabula,OH44004 		  PC General operating support 500

Asian Services In Action (Asia)

370 E Market Street
Akron,OH443041526 		  PC General operating support 500

Atlanta Community Food Bank

3400 North Desert Drive
Atlanta,GA30344 		  PC General operating support 780

Aurora Project Inc

1035 N Superior Street
Toledo,OH436041960 		  PC General operating support 7,500

Austism Alliance of Michigan

26913 Northwestern Highway
Southfield,MI48033 		  PC Memorial donation 51

Autism Society

6110 Executive Boulevard Suite 305
Rockville,MD20852 		  PC General operating support 20,000

Battered Women's Shelter

974 E Market Street
Akron,OH443052445 		  PC Capital needs 250

Best Christmas Ever Inc

PO Box 439
Cloquet,MN55720 		  PC General operating support for Findlay, OH 4,500

Big Brothers Big Sisters of The Mississippi Valley

3247 E 35th Street Court
Davenport,IA528072501 		  PC General operating support 6,500

Blessings in a Backpack

1360 Lancaster Pike
Circleville,OH43113 		  PC General operating support 4,500

Bloom for Women

1425 Mountain Drive N
Bethlehem,PA18015 		  PC General operating support 7,500

Bobcat Community Closet

PO Box 124
Creston,OH44217 		  PC General operating support 500

Boston College

140 Commonwealth Avenue
Chestnut Hill,MA02467 		  PC Center for Corporate Citizenship Membership 7,000

Bowling Green State University Foundation Inc

1851 N Research Drive
Bowling Green,OH434030055 		  PC General operating support 5,000

Bowling Green State University Foundation Inc

1851 N Research Drive
Bowling Green,OH434030055 		  PC Insurance & Risk Management Institute Membership 5,000

Boys & Girls Club of La Plata County

2750 Main Avenue
Durango,CO813015938 		  PC General operating support 4,500

Boys & Girls Clubs of Greater Augusta

624 Chafee Avenue
Augusta,GA30904 		  PC General operating support 8,500

Boys & Girls Clubs of Northeast Ohio

6114 Broadway Avenue
Cleveland,OH44127 		  PC General operating support 2,616

Boys & Girls Clubs of Southeast Georgia

PO Box 1193
Brunswick,GA31521 		  PC General operating support 7,500

Brandywine Valley Active Aging

250 Martin Luther King Jr Blvd
Coatesville,PA19320 		  PC General operating support 7,500

Brunswick Citizens Police Academy

4800 Ledgewood Drive
Medina,OH44256 		  PC General operating support 1,000

Business Volunteers Unlimited

1300 East 9th Street 1220
Cleveland,OH44114 		  PC General operating support 10,650

Case Western Reserve University

10900 Euclid Avenue
Cleveland,OH441067008 		  PC General operating support 1,600

Catholic Charities USA

2050 Ballenger Avenue Suite 400
Alexandria,VA22314 		  PC Support for Disaster Case Management 100,000

Cavaliers Youth Foundation

1 Center Court
Cleveland,OH441154001 		  PC General operating support 9,100

Cedar Creek Community Church

29129 Lime City Road
Perrysburg,OH43551 		  PC General operating support 500

Center For Disaster Philanthropy Inc

One Thomas Circle NW Suite 700
Washington,DC20005 		  PC General operating support 4,052

Center For Disaster Philanthropy Inc

One Thomas Circle NW Suite 700
Washington,DC20005 		  PC Atlantic Hurricane Season Fund 75,000

Center For Family Services IN

213 W Center Street
Meadville,PA163353406 		  PC General operating support 6,500

Central Detroit Christian CDC

1550 Taylor Street
Detroit,MI48206 		  PC General operating support 7,500

Central Illinois Memorial Kidney Fund

PO Box 235
Morton,IL61550 		  PC General operating support 500

Central Pennsylvania Food Bank

3908 Corey Road
Harrisburg,PA17109 		  PC General operating support 2,274

Centro Hispano Daniel Torres Inc

25 North 2nd Street
Reading,PA19601 		  PC General operating support 9,500

Children's Home Society of WV

1717 St Marys Avenue
Parkersburg,WV26101 		  PC General operating support 7,500

Chippewa Lake Ohio Historical Society

PO Box 106
Chippewa Lake,OH442150106 		  PC General operating support 2,500

Cincinnati Union Bethel

2401 Reading Road
Cincinnati,OH45202 		  PC Cincinnati Scholar House 8,500

Citymeals-On-Wheels

355 Lexington Avenue Floor 3
New York,NY100176603 		  PC General operating support 250

Clearview Legacy Foundation

PO Box 30196
East Canton,OH447300196 		  PC General operating support 5,000

Cleveland Ballet

23030 Miles Road
Cleveland,OH441285443 		  PC General operating support 5,000

Cleveland Clinic Foundation

9500 Euclid Avenue Na-4
Cleveland,OH44195 		  PC General operating support 1,500

Cleveland Leadership Center

PO Box 23613
Cleveland,OH44023 		  PC Support for Leadership Cleveland Education Day 2,500

Cleveland Leadership Center

PO Box 23613
Cleveland,OH44023 		  PC General operating support 21,670

Cleveland Public Library Foundation

325 Superior Avenue
Cleveland,OH44114 		  PC General operating support 2,350

Cleveland Rape Crisis Center

PO Box 933431
Cleveland,OH44193 		  PC General operating support 4,700

Cleveland State University Foundation

2121 Euclid Avenue Unit 501
Cleveland,OH44115 		  PC General operating support 2,400

Cloverleaf Local School District

8525 Friendsville Road
Lodi,OH44254 		  PC 2023 Cloverleaf Safety City 5,000

Cloverleaf Local School District

8525 Friendsville Road
Lodi,OH44254 		  PC Support for 2023-2024 College Now Advisory Services 5,000

Cloverleaf Local School District

8525 Friendsville Road
Lodi,OH44254 		  PC Experience-based learning opportunities 20,000

College Now Greater Cleveland

1500 West 3rd Street Suite 125
Cleveland,OH44113 		  PC General operating support 66,300

College Possible

755 Prior Avenue N Suite 200
Saint Paul,MN55104 		  PC General operating support 8,500

Collider Foundation

221 1st Avenue SW Suite 610
Rochester,MN55902 		  PC General operating support 8,500

Columbus Urban League

788 Mount Vernon Avenue
Columbus,OH432031408 		  PC General operating support 78

Communities in Schools of Catoosa County Inc

2 Barnhardt Circle
Ft Oglethorpe,GA307423646 		  PC General operating support 6,500

Community Food Bank of New Jersey Inc

31 Evans Terminal
Hillside,NJ072052400 		  PC General operating support 390

Community Foundation of Middle Tennessee

216 Hartmann Drive
Lebanon,TN37087 		  PC Food insecurity needs of student athletes 5,500

Connecticut Foodshare Inc

2 Research Pkwy
Wallingford,CT064921929 		  PC General operating support 1,300

Consumer Credit Counseling Service of the Mid-Ohio Valley

2435 Dudley Avenue
Parkersburg,WV261012635 		  PC General operating support 5,500

Council On Foundations

2121 Crystal Drive Suite 700
Arlington,VA22202 		  PC Membership 9,000

County Forward Fund Inc

144 N Broadway Street
Medina,OH442561974 		  PC General operating support 250

County Forward Fund Inc

144 N Broadway Street
Medina,OH442561974 		  PC Career Coach and Scholarships 12,000

Creek Wood High School CTE

3499 Highway 47 North
Charlotte,TN37036 		  PC Disaster Recovery 6,500

Creston Canaan United Methodist Church

PO Box 1111
Creston,OH44217 		  PC Community Outreach: Baskets of Hope 250

Crossroads Hospice Charitable Foundation

10810 E 45th Street Suite 300
Tulsa,OK74146 		  PC Memorial donation 51

Cuyahoga Community College Foundation

700 Carnegie Avenue
Cleveland,OH441152833 		  PC General operating support 6,700

Cuyahoga Community College Foundation

700 Carnegie Avenue
Cleveland,OH441152833 		  PC Women in Transition 45,000

Cuyahoga County Department of Health and Human Services

3955 Euclid Avenue
Cleveland,OH44115 		  PC Supplies for clients 1,403

Daughters of Our Lady of the Holy Rosary

1492 Moss Street
New Orleans,LA70119 		  PC General operating support 500

Deb and Jeff Hansen Foundation

5034 Grand Ridge Drive
West Des Moines,IA50265 		  PC General operating support 6,500

Denver Public Library Friends Foundation

10 W 14th Avenue Pkwy
Denver,CO802042749 		  PC General operating support 5,500

Dusty Elam Foundation

744 Old Woodbury Hwy
Manchester,TN373553312 		  PC General operating support 4,500

Eagle's Healing Nest

310 US Hwy 71
Sauk Centre,MN563780000 		  PC General operating support 6,500

East Cooper Community Outreach

1145 Six Mile Road
Mt Pleasant,SC294668898 		  PC General operating support 250

Economic Growth Foundation

1240 Huron Road E Suite 300
Cleveland,OH441151722 		  PC General operating support 7,000

Educational Service Center of Medina County

275 Center Street
Seville,OH44273 		  PC Third Grade Curriculum Project 5,000

Ehrbar Angels Foundation

11218 Essex Circle
North Royalton,OH44133 		  PC General operating support 750

Elite Equine Rescue

1670 Spring Valley Drive
Colorado Springs,CO80921 		  PC General operating support 500

Elizabethtown Community Housing & Outreach Services

105 East Washington Street
Elizabethtown,PA17022 		  PC General operating support 6,500

Empower Me Center

223 Bluegrass Circle
Lebanon,TN370908924 		  PC General operating support 4,500

Etc All American Youth Show Choir Inc

1932 Akron Peninsula Road
Akron,OH443134810 		  PC General operating support 500

Facing Hunger Foodbank Inc

1327 7th Avenue
Huntington,WV257012903 		  PC General operating support 5,500

Fairfax Renaissance Development Corporation

8111 Quincy Avenue Suite 100
Cleveland,OH441042125 		  PC Adopt-A-Family 500

Fairfax Renaissance Development Corporation

8111 Quincy Avenue Suite 100
Cleveland,OH441042125 		  PC Workforce programming 40,000

Family and Children's Service

2400 Clifton Avenue
Nashville,TN372094117 		  PC General operating support 6,500

Feeding Medina County

650 W Smith Road C-8
Medina,OH44256 		  PC General operating support 5,400

Fishing for Life

PO Box 19320
Minneapolis,MN55419 		  PC General operating support 5,500

Foodbank of Northeast Georgia

861 Newton Bridge Rd PO Box 48857
Athens,GA30604 		  PC General operating support 26

Foundation Center

PO Box 22799
New York,NY10087 		  PC Membership 2,199

Friends of Breakthrough Schools

3615 Superior Avenue Suite 4403D
Cleveland,OH44114 		  PC General operating support 8,500

Friends of Medina County Parks Inc

6364 Deerview Lane
Medina,OH442568008 		  PC Capital Campaign support 50,000

Friends of St Mary's

101 East 15th Street
Dubuque,IA520043188 		  PC General operating support 7,500

Fund for Our Economic Future

4415 Euclid Avenue Suite 203
Cleveland,OH44103 		  PC General operating support 40,000

Gallatin Shalom Zone

600 Small Street Suite 107
Gallatin,TN370662254 		  PC General operating support 8,500

Gamma Iota Sigma

PO Box 1744
Powell,OH43065 		  PC General operating support 15,000

Gamma Iota Sigma

PO Box 1744
Powell,OH43065 		  PC Foundation Founding Partner 50,000

Girl Scouts of North East Ohio

One Girl Scout Way
Macedonia,OH44056 		  PC General operating support 500

Girls Give Back

196 Fairfield Road
Avon Lake,OH440121412 		  PC General operating support 1,000

Global Cleveland

1422 Euclid Avenue Suite 1652
Cleveland,OH441152068 		  PC General operating support 250

Goodwill Industries of Central Ohio Inc

671 South High Street 800
Columbus,OH43206 		  PC General operating support 3,180

Great Lakes Science Center

601 Erieside Avenue
Cleveland,OH44114 		  PC General operating support 250

Greater Cleveland Food Bank Inc

13815 Coit Road
Cleveland,OH44110 		  PC General operating support 5,245

Greater Cleveland Sports Commission

334 Euclid Avenue Suite 100
Cleveland,OH441142207 		  PC General operating support 25,750

Greater Stark County Urban League

PO Box 9463
Canton,OH44711 		  PC General operating support 78

Greenleaf Family Center

580 Grant Street
Akron,OH44311 		  PC General operating support 7,500

Habitat For Humanity of Henderson Kentucky Inc

1030 3rd Street
Henderson,KY424203040 		  PC General operating support 5,500

Habitat For Humanity of Medina County

620 E Smith Road E-6A
Medina,OH44256 		  PC General operating support 14,300

Habitat For Humanity of Ohio

88 E Broad Street Suite 1800
Columbus,OH43215 		  PC General operating support 5,000

Habitat For Humanity of Summit County Inc

2301 Romig Road
Akron,OH443203824 		  PC General operating support 13,200

Haven Homes of Detroit

405 N Dean Street
Centreville,MI49032 		  PC General operating support 7,500

HDC MidAtlantic

8 W King Street
Lancaster,PA176033824 		  PC General operating support 4,500

Helping Florence Flourish

PO Box 3425
Florence,SC29502 		  PC General operating support 6,500

Honor Flight Inc

Box L-4016
Columbus,OH432604016 		  PC Memorial donation 51

Hope Center Inc

PO Box 6
Lexington,KY40588 		  PC General operating support 5,500

Hope For Her Florida Inc

140 Yarbrough Road
Brandon,FL33510 		  PC General operating support 7,500

Hope Recovery Community Inc

200 Highland Drive
Medina,OH442563119 		  PC General operating support 900

Housing Development Alliance

PO Box 7284
Hazard,KY417027284 		  PC General operating support 100,000

Housing Research and Advocacy Center

2728 Euclid Avenue Suite 200
Cleveland,OH44115 		  PC General operating support 10,000

Houston Food Bank

535 Portwall Street
Houston,TX77029 		  PC General operating support 250

Howard Hanna Children's Free Care Fund

119 Gamma Drive
Pittsburgh,PA15238 		  PC General operating support 4,500

Ideastream

1375 Euclid Avenue
Cleveland,OH44115 		  PC General operating support 20,000

Insurance Industry Charitable Foundation Inc

1999 Avenue of the Stars Floor 1100
Los Angeles,CA90067 		  PC General operating support 9,235

InVEST

127 South Peyton Street
Alexandria,VA22314 		  PC Support for insurance education programs-2023 20,000

InVEST

127 South Peyton Street
Alexandria,VA22314 		  PC Support for insurance education programs-2024 20,000

InVEST

127 South Peyton Street
Alexandria,VA22314 		  PC Capacity Needs 25,000

JDRF International

200 Vesey Street 28th Floor
New York,NY10281 		  PC General operating support 250

Junior League of Waterloo Cedar Falls Iowa Inc

PO Box 568
Waterloo,IA507040568 		  PC General operating support 500

Kent State University

PO Box 5190
Kent,OH44242 		  PC Scholarship 1,500

Knox Housing Partnership Inc

109 Winona Street
Knoxville,TN379177843 		  PC HomeSource East Tennessee general operating support 6,500

Lafayette College

Development Office Box 3000
Easton,PA18042 		  PC Leroy D. Nunery II 77 Scholarship Fund 2,500

Lancaster County Agriculture Council

1383 Arcadia Road
Lancaster,PA17601 		  PC General operating support 2,300

Lancaster Rec Foundation Fund

525 Fairview Avenue
Lancaster,PA176035715 		  PC General operating support 7,500

Leadership Medina County

23 Public Square Suite 220
Medina,OH44256 		  PC Carrie Park Junior Leadership Legacy Fund 5,000

Learn Tampa Bay

202 W Reynolds Street
Plant City,FL33563 		  PC Achieve Plant City general operating support 7,500

Lee Initiative Inc

613 W Magnolia Avenue
Louisville,KY40208 		  PC General operating support 50,000

Leroy United Methodist Church

7 Park Circle
Westfield Center,OH44251 		  PC American Flag display 360

Life Remodeled

2470 Collingwood Street
Detroit,MI48206 		  PC General operating support 9,500

Lifecare Hospice

1900 Akron Road
Wooster,OH44691 		  PC Memorial donation 51

Literacy Council of Medina County Inc

105 W Liberty Street Lower
Medina,OH44256 		  PC General operating support 500

Literacy Volunteers - Winchester Area

301 N Cameron Street Suite 102
Winchester,VA226016018 		  PC General operating support 5,500

Little City Foundation

1760 W Algonquin Road
Palatine,IL60067 		  PC General operating support 4,500

Lodi Family Center

PO Box 432
Lodi,OH442540432 		  PC General operating support 7,500

Lodi Harrisville Historical Society Inc

PO Box 172
Lodi,OH44254 		  PC General operating support 2,500

Lodi Railroad Museum

PO Box 177
Lodi,OH442540177 		  PC General operating support 250

Logan County Cancer Society Inc

205 E Palmer Road
Bellefontaine,OH433112281 		  PC General operating support 4,500

Long Island Cares Inc

10 Davids Drive Harry Chapin Way
Hauppauge,NY117882039 		  PC General operating support 500

Love Akron

54 E Mill Street Suite 302
Akron,OH443081438 		  PC General operating support 7,500

Lucky Tales Rescue Inc

PO Box 315
Ft Thomas,KY41075 		  PC General operating support 500

Lynch Family Foundation Ltd

PO Box 44
Waucoma,IA52171 		  PC General operating support 5,000

Mad River and Nkp Railroad Society

253 Southwest Street
Bellevue,OH44811 		  PC Memorial donation 51

Mahomet Area Youth Club

700 W Main Street
Mahomet,IL61853 		  PC General operating support 6,500

Main Street Medina

39 Public Square Suite 305
Medina,OH44256 		  PC General operating support 1,000

Main Street Wooster Inc

377 W Liberty Street
Wooster,OH446914852 		  PC General operating support 500

Make-A-Wish Foundation of Michigan

7600 Grand River Road Suite 175
Brighton,MI481147712 		  PC General operating support 4,500

Margies Hope

1384 W 117th Street
Lakewood,OH441073011 		  PC General operating support 500

Marine Corps Scholarship Foundation Inc

909 N Washington Street Suite 400
Alexandria,VA22314 		  PC General operating support 1,500

Mav Youth Mentoring

1005 N Main Street
Celina,OH458221011 		  PC General operating support 4,500

Medina County Agricultural Society

720 W Smith Road
Medina,OH442562423 		  PC Jr Livestock purchases 1,083

Medina County Historical Society

206 N Elmwood Street
Medina,OH44256 		  PC Collections Management needs 25,000

Medina County Police Activities League

555 Independence Drive
Medina,OH44256 		  PC General operating support 8,300

Medina County Senior & Adult Foundation

246 Northland Drive Suite G20
Medina,OH442563440 		  PC General operating support 4,400

Medina County Sheriff's Office

555 Independence Drive
Medina,OH44256 		  PC Teen driver safety 18,019

Medina County Sheriff's Office

555 Independence Drive
Medina,OH44256 		  PC Capacity for Training Facilities 25,000

Medina Hospital Foundation

1000 E Washington Street
Medina,OH442562170 		  PC General operating support 5,000

Medina Metropolitan Housing Authority

850 Walter Road
Medina,OH44256 		  PC Capacity building: Shelter for Un-housed 70,000

Mesa Developmental Services dba Strive

790 Wellington
Grand Junction,CO815016126 		  PC General operating support 4,500

Miami University

Payment Center
Oxford,OH45056 		  PC Scholarship 1,500

Mid-Ohio Foodbank

3960 Brookham Drive
Grove City,OH43123 		  PC General operating support 2,484

Mississippi State University

PO Box 5227
Mississippi State,MS39762 		  PC Scholarship 750

Mosaic Christian Community Development Association

1804 M-139
Benton Harbor,MI49022 		  PC General operating support 8,500

Musical Arts Association

11001 Euclid Avenue
Cleveland,OH44106 		  PC General operating support 15,000

My Town Strasburg

147 Stoutt Drive
Strasburg,OH44680 		  PC General operating support 5,500

National Diversity Council

PO Box 671461
Dallas,TX752671461 		  PC Membership 10,500

National Neutropenia Network

PO Box 8291
Cincinnati,OH452089998 		  PC General operating support 500

New Life Furniture Inc

11335 Reed Hartman Hwy Suite 134
Cincinnati,OH452412463 		  PC General operating support 5,500

North Olmsted Evangelical Friends Church

5665 Great Northern Blvd
North Olmsted,OH440705663 		  PC Memorial donation 50

North Shore Child and Family Guidance Association Incorporated

480 Old Westbury Road
Roslyn Hts,NY115772215 		  PC General operating support 5,000

Northeast Ohio Hispanic Center For Economic Development

2511 Clark Avenue
Cleveland,OH441091110 		  PC Capital campaign 25,000

Northern New Jersey Council Boy Scouts of America

25 Ramapo Valley Road
Oakland,NJ074361709 		  PC General operating support 5,000

Northern Ohio Fire Fighters Charities

PO Box 222
Mount Eaton,OH44659 		  PC General operating support 150

Ohio Chamber of Commerce Research Foundation Inc

34 S Third Street Suite 100
Columbus,OH43201 		  PC Ohio Black-owned Businesses Economic Impact Study 15,000

Ohio MCC Activity Center

PO Box 19
Kidron,OH446360019 		  PC General operating support 500

Ohio Minority Supplier Development Council

6956 E Broad Street 310
Columbus,OH43213 		  PC General operating support 3,000

Ohio Northern University

525 S Main Street
Ada,OH45810 		  PC Scholarship 1,500

Ohio University

Office of Student Financial Aid and
Scholarships
Athens,OH45701 		  PC Scholarship 1,500

Ohuddle

969 1/2 Blachleyville Road
Wooster,OH446919749 		  PC General operating support 7,500

One Generation Away

320 Premier Court South Suite 218
Franklin,TN37067 		  PC General operating support 5,500

Open Doors Inc aka Open Doors Academy

1427 E 36th Street Suite 4206A Bldg
42 6th Floor
Cleveland,OH441144170 		  PC General operating support 1,760

Opera Columbus

55 E State Street
Columbus,OH43215 		  PC General operating support 2,600

Orrville United Way Inc

135 N Main Street
Orrville,OH44667 		  PC General operating support 260

Otterbein University

Business Office
Westerville,OH43081 		  PC Scholarship 1,500

Our Community Place

17 E Johnson Street
Harrisonburg,VA22802 		  PC General operating support 6,500

Outsupport Inc

PO Box 1728
Medina,OH44258 		  PC General operating support 890

Passages Connecting Fathers and Sons Inc

4600 Carnegie Avenue
Cleveland,OH44103 		  PC General operating support 33,595

Path Crisis Inc

201 E Grove Street
Bloomington,IL617015258 		  PC General operating support 9,500

Pelotonia

450 W Broad Street
Columbus,OH432152760 		  PC General operating support 7,500

PGA Tour Inc

100 PGA Tour Blvd
Ponte Vedra,FL320823046 		  PC Akron-Canton Regional Foodbank general operating support 150,000

Philabundance

3616 S Galloway Street
Philadelphia,PA191485402 		  PC General operating support 260

Philanthropy Ohio

500 South Front Street Suite 900
Columbus,OH432157628 		  PC Membership 7,200

Piqua Parents as Teachers

215 Looney Road
Piqua,OH453564147 		  PC General operating support 5,500

Planned Parenthood Federation of America

123 William Street 10th Floor
New York,NY10038 		  PC General operating support 250

Pledgeling Foundation

2261 Market Street Unit 5055
San Francisco,CA94114 		  PC Memorial donation 50

Racquet Up Detroit

6530 West Outer Drive
Detroit,MI48235 		  PC General operating support 7,500

Reaching Above Hopelessness and Brokenness Ministries Inc

901 Tuscarawas Street E
Canton,OH447073152 		  PC Memorial donation 51

Reid Wiley Charitable Foundation Inc

8621 Lincolnshire Court
Westfield Center,OH44251 		  PC General operating support 1,000

Replay for Kids

600 W Sturbridge Drive
Medina,OH44256 		  PC General operating support 1,250

Rise Against Hunger

4801 Glenwood Avenue Suite 200
Raleigh,NC276123857 		  PC General operating support 9,200

Rotary Camp for Children with Special Needs Inc

4460 Rex Lake Drive
Akron,OH44319 		  PC General operating support 2,220

SO Medina County Sports Booster

4691 Windfall Road
Medina,OH442568705 		  PC General operating support 5,000

Save Our Children of Elyria Inc

330 2nd Street
Elyria,OH440355534 		  PC General operating support 8,500

Second Harvest Food Bank of East Tennessee

136 Harvest Lane
Maryville,TN378013930 		  PC General operating support 130

Second Harvest Food Bank of Middle Tennessee

331 Great Circle Road
Nashville,TN37228 		  PC General operating support 390

Second Harvest Food Bank of North Central Ohio

5510 Baumhart Road
Lorain,OH44053 		  PC General operating support 1,430

Second Harvest Food Bank of Northwest Pennsylvania

1507 Grimm Drive
Erie,PA165011580 		  PC General operating support 52

Second Harvest Heartland

7101 Winnetka Avenue North
Brooklyn Park,MN55428 		  PC General operating support 299

Seeds of Literacy

3104 W 25th Street Suite 3
Cleveland,OH441091689 		  PC General operating support 1,750

Seville Historical Society Inc

9791 Hulbert Road
Seville,OH44273 		  PC General operating support 2,500

Shenango Valley Urban League

601 Indiana Avenue
Farrell,PA161211759 		  PC General operating support 52

Shiloh Home Inc

6588 W Ottawa Avenue
Littleton,CO80128 		  PC General operating support 7,500

Sister Circle Medina Inc

PO Box 1072
Medina,OH442581072 		  PC Second Annual Juneteenth Celebration 2023 2,000

Smart Development

3538 W 140th Street
Cleveland,OH44111 		  PC General operating support 75,000

Southeast Missouri State University

1 University Plaza
Cape Girardeau,MO63701 		  PC Scholarship 1,500

Southeastern Pennsylvania Voluntary Organizations Active in Disaster (SEPA

1441 Laura Lane Suite 100
Pottstown,PA19464 		  PC Disaster Recovery 50,000

Spark Medina

514 S Court Street
Medina,OH44256 		  PC Supplies for clients 229

St Marys Food Bank Alliance

2831 N 31st Avenue
Phoenix,AZ850091518 		  PC General operating support 520

St Peter's Jr High High School

104 W 1st Street
Mansfield,OH44902 		  PC General operating support 1,000

St Vincent De Paul

PO Box 1332
Peru,IN469704332 		  PC General operating support 5,500

Stand Up For Downs

3552 Huntington Run Road
Medina,OH44256 		  PC General operating support 3,000

State of Ohio Cuyahoga County Children and Family Services

3955 Euclid Avenue 2505
Cleveland,OH44115 		  PC Supplies for clients 826

Summa Health aka Summa Foundation

PO Box 2090
Akron,OH443092090 		  PC General operating support 5,000

Surety Foundation Incorporated

1140 19th Street NW Suite 500
Washington,DC200366617 		  PC Surety & Fidelity Industry Intern & Scholarship Program 10,000

TC Open Charitable Foundation

314 Buckingham Drive
Venetia,PA153672382 		  PC General operating support 4,500

Team NEO Foundation

1111 Superior Avenue Suite 1600
Cleveland,OH44114 		  PC General operating support 60,000

Temple University

1852 N 10th Street
Philadelphia,PA191226023 		  PC Scholarship 1,500

The Cheyney Foundation

1837 University Circle
Cheyney,PA193190200 		  PC General operating support 2,500

The City Club of Cleveland

850 Euclid Avenue 2nd Floor
Cleveland,OH441143306 		  PC Collections Management needs 2,750

The Cocoon Shelter dba The Cocoon

PO Box 1165
Bowling Green,OH43402 		  PC General operating support 6,500

The Fair Housing Center

326 N Erie Street
Toledo,OH43604 		  PC General operating support 10,000

The Fort Wayne Rescue Mission Ministries Inc

404 E Washington Blvd
Fort Wayne,IN46802 		  PC General operating support 8,500

The Grace House in Athens

PO Box 6
Athens,TN37371 		  PC General operating support 5,500

The Homeless Charity

PO Box 5258
Fairlawn,OH44333 		  PC General operating support 250

The Leukemia and Lymphoma Society

3 International Drive Suite 200
Rye Brook,NY10573 		  PC General operating support 500

The Luzerne Foundation

34 South River Street
WilkesBarre,PA18702 		  PC Miles for Michael general operating support 4,500

The Ohio State University

2nd Floor Student Academic Services
Building
Columbus,OH43210 		  PC Scholarship 1,500

The Phe'be Foundation

3401 Enterprise Parkway Suite
340-50
Beachwood,OH44122 		  PC General operating support 50,000

The Salvation Army

440 West Nyack Road
West Nyack,NY10994 		  PC Wadsworth Capital Campaign 7,500

The Spanish American Committee

4407 Lorain Avenue
Cleveland,OH44113 		  PC General operating support 95,338

The University of Akron

375 E Exchange Street
Akron,OH443252603 		  PC General operating support 4,500

The University of Akron

375 E Exchange Street
Akron,OH443252603 		  PC 2023-24 Advisory Board Dues 4,500

The University of Iowa

201 S Clinton Street
Iowa City,IA52242 		  PC Scholarship 750

Toledo Northwestern Ohio Food Bank

24 East Woodruff Avenue
Toledo,OH43604 		  PC General operating support 260

Towards Employment Inc

3301 Street Clair Avenue
Cleveland,OH44114 		  PC Holiday Needs 3,500

Towards Employment Inc

3301 Street Clair Avenue
Cleveland,OH44114 		  PC General operating support 2,238

Towards Employment Inc

3301 Street Clair Avenue
Cleveland,OH44114 		  PC General operating support and Capacity Building 87,000

Ubiz Venture Capital

2930 Prospect Avenue E
Cleveland,OH44115 		  PC General operating support 75,000

Union Gospel Mission Assoc of St Paul

376 Western Avenue N
Saint Paul,MN55103 		  PC General operating support 8,500

United Cerebral Palsy of Greater Cleveland

10011 Euclid Avenue
Cleveland,OH44106 		  PC General operating support 10,000

United Rehabilitation Services

4710 Old Troy Pike
Dayton,OH45424 		  PC General operating support 6,500

United Way of Bergen County

6 Forest Avenue Suite 220
Paramus,NJ076525245 		  PC General operating support 130

United Way of Central and Northeastern Connecticut

30 Laurel Street
Hartford,CT06106 		  PC General operating support 1,300

United Way of Central Ohio

PO Box 951571
Clevelend,OH44193 		  PC General operating support 1,300

United Way of Delaware

625 N Orange Street Floor 3
Wilmington,DE198012247 		  PC General operating support 7,500

United Way of Erie County

650 East Avenue Suite 200
Erie,PA165031535 		  PC General operating support 52

United Way of Greater Cleveland

1331 Euclid Avenue
Cleveland,OH44115 		  PC General operating support 2,440

United Way of Greater Lorain County Inc

642 Broadway Avenue
Lorain,OH44052 		  PC General operating support 130

United Way of Greater Stark County Inc

401 Market Avenue N Suite 300
Canton,OH44702 		  PC General operating support 1,560

United Way of Henry County

611 North Perry Street
Napoleon,OH43545 		  PC General operating support 5,500

United Way of Jasper County

312 1st Avenue W
Newton,IA502083724 		  PC General operating support 7,500

United Way of Lancaster County

1910 Harrrington Drive Suite A
Lancaster,PA17601 		  PC General operating support 780

United Way of North Central Ohio

125 Executive Drive Suite 100
Marion,OH433026302 		  PC General operating support 8,020

United Way of Summit and Medina

37 North High Street
Akron,OH44308 		  PC General operating support 44,118

United Way of Summit and Medina

37 North High Street
Akron,OH44308 		  PC Financial Empowerment Center 55,000

United Way of Sumner County

1531 Hunt Club Boulevard
Gallatin,TN37066 		  PC General operating support 390

United Way of the Greater Lehigh Valley

1110 American Parkway NE Suite
F-120
Allentown,PA181099117 		  PC General operating support 240

United Way of the National Capital Area

8614 Westwood Center Drive Suite
300
Vienna,VA22182 		  PC General operating support 646

United Way of Wayne and Holmes Counties Inc

215 South Walnut Street
Wooster,OH44691 		  PC General operating support 2,500

United Way of York County

140 East Market Street
York,PA17401 		  PC General operating support 780

United Way Services of Northern Columbiana County

210 E State Street
Salem,OH444602855 		  PC East Palestine support 7,500

Urban League of Greater Cleveland

2930 Prospect Avenue
Cleveland,OH441152608 		  PC General operating support 4,320

Urban League of Kansas Inc

2418 E 9th Street N
Wichita,KS672143150 		  PC General operating support 300

Urban League of Middle Tennessee

50 Vantage Way Suite 201
Nashville,TN37228 		  PC General operating support 3,120

Urban League of Philadelphia

1500 John F Kennedy Blvd Suite 1910
Philadelphia,PA19102 		  PC General operating support 910

Visit Wabash County

221 S Miami Street
Wabash,IN469923131 		  PC Disaster Recovery 7,500

Wadsworth Area Historical Society

161 High Street
Wadsworth,OH442811860 		  PC General operating support 5,000

Walter Kidder Parent Teacher Guild

3650 Grafton Road
Brunswick,OH442121804 		  PC General operating support 500

Wanda Joyce Robinson Foundation Inc

100 Consumer Lane
Frankfort,KY406019276 		  PC General operating support 9,500

Wapakoneta Family Young Men's Christian Association

1100 Defiance Street
Wapakoneta,OH458951022 		  PC General operating support 4,500

Wayne State University

42 W Warren Avenue
Detroit,MI48202 		  PC Scholarship 3,000

Webster City Daycare Center

1317 Beach Street
Webster City,IA50595 		  PC General operating support 5,500

Western Reserve Historical Society

10825 East Blvd
Cleveland,OH441061703 		  PC Collections Management needs 25,000

Westfield Fire and Rescue

8515 Virginia Drive
Westfield Center,OH44251 		  PC Capacity Needs 27,000

Westfield Historical Society

PO Box 158
Westfield Center,OH44251 		  PC Collections Management needs 25,000

Woosaa Wellness Inc

216 E 6th Street Floor 3B
New York,NY10003 		  PC General operating support 2,500

Worth the Wait

6347 Lake Trail Drive
Westerville,OH430828766 		  PC General operating support 4,500

Wyoming County United Way

PO Box 399
Tunkhannock,PA186570399 		  PC General operating support 6,500

Youth Opportunities Unlimited (YOU)

1228 Euclid Avenue Suite 200
Cleveland,OH44115 		  PC General operating support 79,640

YWCA Carlisle & Cumberland County

301 G Street
Carlisle,PA17013 		  PC General operating support 4,500

YWCA Greater Cleveland

4019 Prospect Avenue
Cleveland,OH44103 		  PC General operating support 11,660
Total .................................right arrow 3a 3,211,100
bApproved for future payment

Friends of Medina County Parks Inc
6364 Deerview Lane
Medina,OH442568008 		  PC Capital Campaign support 50,000

PGA Tour Inc
100 PGA Tour Blvd
Ponte Vedra,FL320823046 		  PC Akron-Canton Regional Foodbank general operating support 200,000

Smart Development
3538 W 140th Street
Cleveland,OH44111 		  PC General operating support 75,000
Total ................................. right arrow 3b 325,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 651,422  
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 1,862,209  
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) .. 0 2,513,631 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,513,631
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Statement:
The Ohio Attorney General does not require nor will it accept a copy of Form 990-PF. The required Ohio Annual Report has been filed by the foundation.

TY 2023 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 1,105,704 1,105,704
ISHARES - MSCI EAFE IDX FD 2,531,157 2,531,157
ISHARES - RUSSELL MIDCAP VALUE 3,420,321 3,420,321
ISHARES - RUSSLE MIDCAP GROWTH 2,453,139 2,453,139
ISHARES - RUSSELL 1000 VALUE 3,624,098 3,624,098
ISHARES - S&P SMALLCAP 600 VAL 3,016,859 3,016,859
ISHARES - S&P SMALLCAP 600 GRO 2,042,785 2,042,785
VANGUARD - EMERGING MKT ETF 1,578,404 1,578,404
ISHARES - RUSSELL 1000 GROWTH 3,045,646 3,045,646

TY 2023 InvestmentsGovtObligationsSch
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
US Government Securities - End of Year Book Value:

5,158,581
US Government Securities - End of Year Fair Market Value:

5,158,581
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 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 AT COST 5,126,857 5,126,857
PACIFIC PVT EQTY OPP FD II, LP AT COST 1,732,457 1,732,457
CDA Opportunity CLE Loan Fund, LLC AT COST 10,000 10,000

TY 2023 LegalFeesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Custodial Fees 2,754 2,754   0


TY 2023 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 0 583 583


TY 2023 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
Insurance 300 0   300
Bank Fees 1,109 1,109   0
Regulatory Fees 200 0   200
Office Expenses 1,199 0   1,199


TY 2023 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 88,477 0
Goldpoint Ptrs Select Manager Fund III AIV 0 1,934 0
Pacific Private Equity Opps Fund II 0 98,509 0


TY 2023 OtherIncreasesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Description Amount
Unrealized Gain 2,178,847


TY 2023 OtherLiabilitiesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Description Beginning of Year - Book Value End of Year - Book Value
Due to Ohio Farmers 51,097 42,645


TY 2023 OtherProfessionalFeesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consulting Fees 132,814 130,764   0


TY 2023 TaxesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Taxes 26,167 0   26,167
Federal Taxes 60,490 0   0