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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$35,645,305J 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... 696,350 748,714  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,397,867
b Gross sales price for all assets on line 6a 3,397,867
7 Capital gain net income (from Part IV, line 2)... 3,965,146
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
0 125,342  
12 Total. Add lines 1 through 11........ 4,094,217 4,839,202  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 427,316 0   427,316
15 Pension plans, employee benefits....... 102,833 0   102,833
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,899 2,899   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,000 2,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
108,951 0   30,951
19 Depreciation (attach schedule) and depletion... 1,350 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,672 0   6,672
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,363 178,361   2,563
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 664,384 183,260   570,335
25 Contributions, gifts, grants paid....... 3,464,676 3,212,053
26 Total expenses and disbursements. Add lines 24 and 25 4,129,060 183,260   3,782,388
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,843
b Net investment income (if negative, enter -0-) 4,655,942
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 448,533    
2 Savings and temporary cash investments......... 830,369 1,337,013 1,337,013
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)      
b Investments—corporate stock (attach schedule).......      
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).......... 34,846,008 Click to see attachment
List of Attached Documents:
// Content
34,308,292 		34,308,292
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
583 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,125,493 35,645,305 35,645,305
Liabilities 17 Accounts payable and accrued expenses.......... 25,000 11,334
18 Grants payable................. 511,173 763,797
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
42,645 		Click to see attachment
List of Attached Documents:
// Content
74,127
23 Total liabilities (add lines 17 through 22)......... 578,818 849,258
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........... 35,546,675 34,796,047
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)..... 35,546,675 34,796,047
30 Total liabilities and net assets/fund balances (see instructions). 36,125,493 35,645,305
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
35,546,675
2
Enter amount from Part I, line 27a .....................
2
-34,843
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,511,832
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
715,785
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,796,047
Form 990-PF (2024)
Form 990-PF (2024)
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      
b GP Part Sel Mngr Fund III AIV P    
c GP Part Sel Mngr Fund III P    
d Pacific Priv Eq Opp Fund II P    
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 3,397,867     3,397,867
b 34,241     34,241
c 405,373     405,373
d 127,665     127,665
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       3,397,867
b       34,241
c       405,373
d       127,665
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 3,965,146
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 64,718
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 64,718
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 64,718
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 129,073
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.............. 7 129,073
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 64,355
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow64,355 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
Yes
 
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
Edward Largent Chair
0.50 		0 0 0
PO Box 5001
Westfield Center,OH44251
Frank Carrino President
1.00 		0 0 0
PO Box 5001
Westfield Center,OH44251
Joseph Kohmann Treasurer
0.50 		0 0 0
PO Box 5001
Westfield Center,OH44251
Jani Groza Secretary
15.00 		0 0 0
PO Box 5001
Westfield Center,OH44251
Kathy Golovan 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
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
Stuart Rosenberg 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
35,097,766
b
Average of monthly cash balances.......................
1b
1,328,893
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
36,426,659
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
36,426,659
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
546,400
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,880,259
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,794,013
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
1,794,013
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
64,718
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,718
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,729,295
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,729,295
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
1,729,295
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
3,782,388
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
3,782,388
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,729,295
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,412,240
b From 2020...... 2,499,927
c From 2021...... 1,806,816
d From 2022...... 1,840,724
e From 2023...... 2,032,137
f Total of lines 3a through e ........ 9,591,844
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,782,388
a Applied to 2023, 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 2024 distributable amount..... 1,729,295
e Remaining amount distributed out of corpus 2,053,093
5 Excess distributions carryover applied to 2024. 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 11,644,937
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,412,240
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,232,697
10 Analysis of line 9:
a Excess from 2020.... 2,499,927
b Excess from 2021.... 1,806,816
c Excess from 2022.... 1,840,724
d Excess from 2023.... 2,032,137
e Excess from 2024.... 2,053,093
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
JulieWisneski@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 contributinos according to applicable IRC Code sections and verification.
Form 990-PF (2024)
Form 990-PF (2024)
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

2Beta Inc

13078 Pheasant Haven Court
Draper,UT84020 		  PC General operating support 500

4 the Children

129 County Road 250
Durango,CO813018530 		  PC General operating support 5,500

Achievement Center for Children

4255 Northfield Road
Highland Hills,OH441282811 		  PC General operating support 2,500

Adaptive Sports Program of Ohio

1720 Enterprise Parkway Suite C
Wooster,OH44691 		  PC General operating support 8,500

AG Community Relief

10434 Oak Road
Otisville,MI484639632 		  PC General operating support 2,500

Akron Childrens Hospital Foundation

1 Perkins Square
Akron,OH443081063 		  PC General operating support 86

Akron Urban League

440 Vernon Odom
Akron,OH44307 		  PC General operating support 79,917

Akron-Canton Regional Foodbank

350 Opportunity Parkway
Akron,OH443072234 		  PC General operating support 48,050

Alleycats & Aristocats Inc

4017 Skyview Drive
Brunswick,OH442121240 		  PC General operating support 1,000

Alzheimer's Disease and Related Disorders Association

225 N Michigan Avenue 17th Floor
Chicago,IL60601 		  PC Memorial Donation 53

America Scores Cleveland

3631 Perkins Avenue
Cleveland,OH441144705 		  PC General operating support 2,073

American Cancer Society Inc

3380 Chastain Meadows Parkway NW
Suite 200
Kennesaw,GA30144 		  PC Memorial Donation 79

American Cancer Society Inc

3380 Chastain Meadows Parkway NW
Suite 200
Kennesaw,GA30144 		  PC General operating support 44,368

American Heart Association (National)

1375 E 9 Suite 600
Cleveland,OH44114 		  PC General operating support 13,549

American Institute for Chartered Property Casualty Underwriters

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

American Red Cross of Northeast Ohio

3747 Euclid Avenue
Cleveland,OH44115 		  PC General operating support 75,000

American Red Cross

2825 Emerywood Parkway
Richmond,VA23294 		  PC General operating support 9,500

Amyotrophic Lateral Sclerosis Assn

1300 Wilson Boulevard Suite 600
Arlington,VA222092335 		  PC General operating support 500

Atlanta Community Food Bank

3400 North Desert Drive
Atlanta,GA30344 		  PC General operating support 7,340

Autism Society

6110 Executive Boulevard Suite 305
Rockville,MD20852 		  PC General operating support 20,500

Baltimore Urban League

512 Orchard Street
Baltimore,MD212011947 		  PC General operating support 650

Beans and Bread Resource Center

400 S Bond Street
Baltimore,MD21231 		  PC General operating support 9,500

Benjamin Rose Institute

11890 Fairhill Road
Cleveland,OH441201053 		  PC General operating support 500

Best Christmas Ever Inc

PO Box 439
Cloquet,MN55720 		  PC General operating support 8,500

Bethany Lutheran Church

8 S Lincoln Street
Batavia,IL60510 		  PC Support of Community Outreach programs 500

Better Days Community Outreach Services

218 Waltham Street
Calumet City,IL604095234 		  PC General operating support 250

Big Brothers Big Sisters of Summit Medina and Stark Counties Inc

50 South Main Street Suite LL 110
Akron,OH443081860 		  PC General operating support 2,340

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

C/O BGSU Gift Processing 1851 N
Research Drive
Bowling Green,OH434030055 		  PC General operating support 5,000

Bowling Green State University Foundation Inc

C/O BGSU Gift Processing 1851 N
Research Drive
Bowling Green,OH434030055 		  PC Insurance & Risk Management Institute Membership 5,000

Boy Scouts of America

1601 S Main Street
Akron,OH443011664 		  PC General operating support 500

Buckeye Community Theatre

PO Box 315
Medina,OH44258 		  PC General operating support 500

Business Volunteers Unlimited

1300 East 9th Street 1220
Cleveland,OH44114 		  PC Civic Leadership Summit 4,770

Business Volunteers Unlimited

1300 East 9th Street 1220
Cleveland,OH44114 		  PC 2024 Board Contribution 5,000

Business Volunteers Unlimited

1300 East 9th Street 1220
Cleveland,OH44114 		  PC Membership 725

Capital Area YMCA

431 Pennington Avenue
Trenton,NJ08618 		  PC General operating support 9,500

Case Western Reserve University

National Development C/O Chamois
Williams 10900 Euclid Ave
Cleveland,OH441067008 		  PC General operating support 525

Cavaliers Youth Foundation

1 Center Court
Cleveland,OH441154001 		  PC General operating support 8,600

Cedar Creek Community Church

Attn Finance Dept 29129 Lime City
Road
Perrysburg,OH43551 		  PC Support of Community Outreach programs 500

Center for Disaster Philanthropy Inc

One Thomas Circle NW Suite 700
Washington,DC20005 		  PC Flood Recovery Grant 500,000

Center for Disaster Philanthropy Inc

One Thomas Circle NW Suite 700
Washington,DC20005 		  PC General operating support 3,861

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 1,075

Champaign County Casa

301 S Vine Street Lincoln Square
Mall Suite 201
Urbana,IL61801 		  PC General operating support 7,500

CIA Officers Memorial Foundation

PO Box 405
Herndon,VA20172 		  PC General operating support 5,000

Citymeals-On-Wheels

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

Clark County Community Services Inc

30 Taylor Avenue
Winchester,KY40391 		  PC General operating support 6,500

Cleveland Leadership Center

PO Box 23613
Cleveland,OH44023 		  PC General operating support 18,861

Cleveland Public Library Foundation

325 Superior Avenue
Cleveland,OH44114 		  PC General operating support 3,000

Cleveland Rape Crisis Center

PO Box 933431
Cleveland,OH44193 		  PC General operating support 5,000

Cleveland State University Foundation

2121 Euclid Avenue Unit 501
Cleveland,OH44115 		  PC General operating support 2,500

Cloverleaf Education Foundation Inc

7571 Ryan Road
Medina,OH44256 		  PC General operating support 500

Cloverleaf Local School District

8525 Friendsville Road
Lodi,OH44254 		  PC 2024 Experienced-based learning opportunities 20,000

Cloverleaf Local School District

8525 Friendsville Road
Lodi,OH44254 		  PC 2024 Cloverleaf Safety City 5,000

Coleman Professional Services Inc aka Coleman Health Services

5982 Rhodes Road
Kent,OH442408100 		  PC General operating support 592

College Now Greater Cleveland

1500 West 3rd Street Suite 125
Cleveland,OH44113 		  PC General operating support 13,409

Columbus Urban League

788 Mount Vernon Avenue
Columbus,OH432031408 		  PC General operating support 338

Community Aids NetworkAkron Pride Initiative

759 W Market Street 1st Floor
Akron,OH443031015 		  PC General operating support 2,750

Community Food Bank of New Jersey Inc

31 Evans Terminal
Hillside,NJ072052400 		  PC General operating support 6,380

Community Hall Foundation Program Endowment aka Akron Civic Theatre

182 S Main Street
Akron,OH443081316 		  PC General operating support 260

Connecticut Foodshare Inc

2 Research Parkway
Wallingford,CT064921929 		  PC General operating support 950

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 20,000

Covenant House California

1325 N Western Avenue
Los Angeles,CA900275615 		  PC General Operating Support 8,000

Covenant House Georgia Inc

1559 Johnson Road NW
Atlanta,GA303184017 		  PC General Operating Support 8,000

Covenant House Illinois Inc

2934 W Lake Street
Chicago,IL606121924 		  PC General Operating Support 8,000

Covenant House

5 Penn Plaza 19th Floor
New York,NY100011738 		  PC General Operating Support 26,250

Cradles to Crayons

30 Clipper Road
West Conshohocken,PA19428 		  PC General Operating Support 5,000

Credit Counseling Center

832 Second Street Pike
Richboro,PA189541098 		  PC General Operating Support 11,500

Creston Community Service Club

202 S Crestview Drive
Creston,OH442179696 		  PC General Operating Support 1,500

CRS Gives Back Inc

9780 S Meridian Boulevard Suite 400
Englewood,CO80112 		  PC General Operating Support 11,500

Cups Cafe Incorporated

126 N Court Street
Medina,OH442561923 		  PC General Operating Support 2,000

Cuyahoga Community College Foundation

700 Carnegie Avenue
Cleveland,OH441152833 		  PC General Operating Support 6,500

Dakota Ridge School PTA

4629 144th Street W
Apple Valley,MN55124 		  PC General operating support 500

Deb and Jeff Hansen Foundation

5034 Grand Ridge Drive
West Des Moines,IA50265 		  PC General operating support 3,500

Dickson County Help Center Inc

103 W College Street
Dickson,TN370551935 		  PC General operating support 9,500

Eastern West Virginia Community Foundation

229 E Martin Street Suite 4
Martinsburg,WV254014304 		  PC Memorial Donation 75

Economic Growth Foundation

1240 Huron Road E Suite 300
Cleveland,OH441151722 		  PC General operating support 14,500

Ehrbar Angels Foundation

11218 Essex Circle
North Royalton,OH44133 		  PC General operating support 1,000

Elizabethtown Community Housing & Outreach Services

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

Ella Canavan PTO

825 Lawrence Street
Medina,OH442562809 		  PC General operating support 500

Etc All American Youth Show Choir Inc

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

Extended Housing Inc

270 E Main Street
Painesville,OH44077 		  PC General operating support 5,500

Fairfax Renaissance Development Corporation

8111 Quincy Ave Suite 100
Cleveland,OH441042125 		  PC 2024 Adopt-A-Family 500

Fairfax Renaissance Development Corporation

8111 Quincy Ave Suite 100
Cleveland,OH441042125 		  PC Workforce Programming 40,000

Feeding America Tampa Bay Inc

3624 Causeway Boulevard
Tampa,FL33619 		  PC General operating support 260

Feeding Medina County

650 W Smith Road C-8
Medina,OH44256 		  PC General operating support 1,650

Female Strong

444 N Michigan Avenue Suite 3450
Chicago,IL606113915 		  PC General operating support 3,087

Fill Ministries Inc

775 Sanders Road
Cumming,GA300415307 		  PC General operating support 5,000

Firelands Falcons Bst Inc

PO Box 95
Amherst,OH44001 		  PC General operating support 500

Focus on Ferals

7962 Clyde Park Avenue SW
Byron Center,MI493157912 		  PC General operating support 500

Food Bank for New York City

39 Broadway
New York,NY100063003 		  PC General operating support 5,000

Foodbank of Northeast Georgia

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

Forever Amber Acres Animal Sanctuary

1133 Granger Road
Medina,OH442568478 		  PC General operating support 1,000

Foster Love - Together We Rise

560 W Lambert Road
Brea,CA928213914 		  PC General operating support 2,300

Found House Interfaith Housing Network

990 Nassau Street
Cincinnati,OH45206 		  PC General operating support 7,500

Franklin Road Baptist Church

51 N Franklin Road
Indianapolis,IN462195207 		  PC Memorial Donation 75

Friends of Medina County Parks Inc

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

Fund for Our Economic Future

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

Gamma Iota Sigma

PO Box 1744
Powell,OH43065 		  PC General operating support 30,000

Garaway Local Schools

146 Dover Road NW
Sugarcreek,OH44681 		  PC General operating support 5,500

Genesis Youth Crisis Center

192 Safe Haven
Clarksburg,WV26301 		  PC General operating support 5,500

Girl Scouts of North East Ohio

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

Gods Love We Deliver Inc

166 Avenue of the Americas
New York,NY100131207 		  PC General operating support 5,000

Good News Mountaineer Garage

1637 4th Avenue
Charleston,WV253872413 		  PC General operating support 7,500

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 Chicago Food Depository aka Food Depository

4100 W Ann Lurie Place
Chicago,IL606322692 		  PC General operating support 6,300

Greater Cleveland Food Bank Inc

13815 Coit Road
Cleveland,OH44110 		  PC General operating support 5,130

Greater Cleveland Sports Commission

334 Euclid Avenue Suite 100
Cleveland,OH441142207 		  PC General operating support 24,750

Greater Stark County Urban League

PO Box 9463
Canton,OH44711 		  PC General operating support 208

Grove City College

Attn Financial Aid Office 100
Campus Drive
Grove City,PA161272104 		  PC Scholarship 1,500

Habitat for Humanity of Medina County

620 E Smith Road E-6A
Medina,OH44256 		  PC General operating support 907

Habitat for Humanity of Ohio

88 E Broad Street Suite 1800
Columbus,OH43215 		  PC General operating support 7,500

Habitat for Humanity of Summit County Inc

2301 Romig Road
Akron,OH443203824 		  PC General operating support 15,000

Harvest Hope Food Bank

PO Box 451
Columbia,SC29202 		  PC General operating support 260

Haven Homes of Detroit

405 N Dean Street
Centreville,MI49032 		  PC General operating support 9,500

Healing Saddles Inc

26514 N Desert Sky Road
Florence,AZ85132 		  PC General operating support 4,500

Homes of Hope

705 E Lincoln Street Suite 313
Normal,IL617616406 		  PC General operating support 6,500

Honey Brook Food Pantry Inc

5064 Horseshoe Pike
Honey Brook,PA19344 		  PC General operating support 7,500

Hope Bridge Inc

PO Box 205
Hartville,OH44632 		  PC General operating support 7,500

Hope for Her Florida Inc

140 Yarbrough Road
Brandon,FL33510 		  PC General operating support 10,500

Hope Recovery Community Inc

200 Highland Drive
Medina,OH442563119 		  PC General operating support 700

Hope United Inc

222 S Main Street
Three Rivers,MI490931624 		  PC General operating support 7,500

Hospice of The Western Reserve Inc

17876 St Clair Avenue
Cleveland,OH44110 		  PC Memorial Donation 2,588

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 520

Howard Hanna Children'S Free Care Fund

119 Gamma Drive
Pittsburgh,PA15238 		  PC General operating support 8,500

Ideastream

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

Imagine A Center for Coping With Loss

244 Sheffield Street
Mountainside,NJ070922324 		  PC General operating support 2,500

Impact60 Inc

PO Box 640
Marysville,OH43040 		  PC General operating support 8,500

Insurance Industry Charitable Foundation Inc

1999 Avenue of the Stars Suite 1100
Los Angeles,CA90067 		  PC General operating support 9,420

Insure Equality

540 North Dearborn 10410
Chicago,IL60610 		  PC General operating support 3,500

Jacksonville Urban League Inc

903 W Union Street
Jacksonville,FL322041161 		  PC General operating support 520

Kidney Foundation of Ohio Inc

2831 Prospect Avenue E
Cleveland,OH441152606 		  PC Memorial Donation 52

Leadership Medina County

23 Public Square Suite 220
Medina,OH44256 		  PC General operating support 30,000

Leadership Ohio

450 N Brice Road Unit 677
Blacklick,OH430041537 		  PC General operating support 500

Leroy United Methodist Church

PO Box 327 7 Park Circle
Westfield Center,OH44251 		  PC American Flag Display 360

Leukemia & Lymphoma Society

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

Lighthouse Ministries Florence SC

PO Box 6801
Florence,SC29502 		  PC General operating support 7,500

Little City Foundation

1760 W Algonquin Road
Palatine,IL60067 		  PC General operating support 5,500

Little League Baseball Inc

PO Box 1134
Wooster,OH446917082 		  PC General operating support 500

Little Sparks Project Inc

594 Clapboardtree Street
Westwood,MA020902509 		  PC General operating support 1,000

Los Angeles Regional Food Bank aka Los Angeles Food BankLA Foodbank

1734 E 41st Street
Los Angeles,CA900581502 		  PC General operating support 5,650

Love Akron

54 E Mill Street Suite 302
Akron,OH443081438 		  PC General operating support 2,260

Lucky Tales Rescue Inc

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

Lutheran Outdoor Ministries in Ohio aka LOMO

2790 State Route 61
Marengo,OH43334 		  PC General operating support 500

Main Street Medina

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

Matthew 25 Ministries Inc

11060 Kenwood Road
Blue Ash,OH452421816 		  PC General operating support 11,500

Medina County Agricultural Society

720 W Smith Road
Medina,OH442562423 		  PC Jr. Livestock Fair 3,200

Medina County Health Department

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

Medina County Police Activities League

555 Independence Drive
Medina,OH44256 		  PC General operating support 1,250

Medina County Senior & Adult Foundation

246 Northland Drive Suite G20
Medina,OH442563440 		  PC General operating support 4,125

Medina High School

739 Weymouth Road
Medina,OH44256 		  PC General operating support 500

Medina Hospital Foundation

1000 E Washington Street
Medina,OH442562170 		  PC General operating support 20,000

Medina Presbyterian Church

5020 Burgundy Bay Boulevard
Medina,OH442568227 		  PC Medina Personal Care Pantry 1,500

Medina Presbyterian Church

5020 Burgundy Bay Boulevard
Medina,OH442568227 		  PC Headstart Shoebox Program 1,000

Medina Rugby Inc

6169 Stone Road
Medina,OH442567701 		  PC General operating support 500

Meredith-Dunn School

3023 Melbourne Avenue
Louisville,KY40220 		  PC General operating support 5,500

Miami University

Payment Center
Oxford,OH45056 		  PC Scholarship 1,500

Miami Valley Council Boy Scouts of America

7285 Poe Avenue
Dayton,OH454142560 		  PC General operating support 250

Middletown Community Foundation

300 North Main Street
Middletown,OH450421900 		  PC Memorial Donation 77

Mid-Ohio Foodbank

3960 Brookham Drive
Grove City,OH43123 		  PC General operating support 1,612

Minneapolis Recreation Development Inc

7220 York Avenue S 610
Edina,MN55435 		  PC General operating support 2,500

Mom's House Inc of Toledo

2505 Franklin Avenue
Toledo,OH43560 		  PC General operating support 11,500

Mosaic Christian Community Development Association

1804 M-139
Benton Harbor,MI49022 		  PC Support of Community Outreach programs 9,500

Mothers Against Drunk Driving

3309 Robbins Road 186
Springfield,IL62704 		  PC General operating support 9,500

Musical Arts Association

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

Nami of Lorain County

6125 S Broadway
Lorain,OH440533884 		  PC General operating support 500

National Neutropenia Network Inc

PO Box 9012
Huntington,WV25704 		  PC General operating support 500

Neighbors Inc

222 Grand Avenue
South Saint Paul,MN550752089 		  PC Memorial Donation 52

New Hope Ministries Inc

99 W Church Street
Dillsburg,PA170191231 		  PC General operating support 8,500

Next Step Up Inc

120 W Washington Street Suite 1-L
Medina,OH442562232 		  PC General operating support 25,000

NGBSA Inc

PO Box 793
Suwanee,GA300240793 		  PC General operating support 500

North Coast Gnarwhals

3126 Fixler Road
Medina,OH44256 		  PC General operating support 500

North Foundation Inc

555 High Street
Wadsworth,OH442811685 		  PC General operating support 500

North Fulton Community Charities Inc

11270 Elkins Road
Roswell,GA300761201 		  PC General operating support 8,000

Ohio Chamber of Commerce Research Foundation Inc

34 S Third Street Suite 100
Columbus,OH43201 		  PC Emergency Relief Fund 24,000

Ohio Chamber of Commerce Research Foundation Inc

34 S Third Street Suite 100
Columbus,OH43201 		  PC General operating support 8,400

Ohio Divas for HBCUS

36790 Broadstone Drive
Solon,OH441395689 		  PC General operating support 1,900

Ohio Minority Supplier Development Council

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

Open Doors Inc aka Open Doors Academy

1427 E 36th Street Suite 4206A Bldg
42 6th Floor
Cleveland,OH441144170 		  PC General operating support 4,133

Opportunity House

430 N 2nd Street
Reading,PA196012738 		  PC General operating support 9,500

Orrville United Way Inc

135 N Main Street
Orrville,OH44667 		  PC General operating support 390

Our Lady of America Ministries

PO Box 498561
Cincinnati,OH45249 		  PC General operating support 6,500

Outsupport Inc

PO Box 1728
Medina,OH44258 		  PC General operating support 715

Oviedo High School Athletic Booster Club Inc

601 King Street
Oviedo,FL327658106 		  PC General operating support 500

Parents Families and Friends of Lesbians and Gays Inc

PO Box 5471
Akron,OH44334 		  PC General operating support 250

Partners In Hope

180 E Race Street
Troy,OH45373 		  PC General operating support 7,500

Peace House Inc

700 Round Valley Drive Suite 115
Park City,UT840607609 		  PC General operating support 250

PGA Tour Inc

100 PGA Tour Boulevard
Ponte Vedra,FL320823046 		  PC Akron-Canton Regional Foodbank General operating support support 100,000

Philabundance

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

Philanthropy Ohio

500 South Front Street Suite 900
Columbus,OH432157628 		  PC Membership 7,000

Playhouse Square Foundation

1501 Euclid Avenue Suite 200
Cleveland,OH44115 		  PC General operating support 22,500

Pleasant View Retirement Community

544 N Penryn Road
Manheim,PA175458562 		  PC General operating support 500

Potter Childrens Home and Family Ministries Inc

2350 Nashville Road
Bowling Green,KY42101 		  PC General operating support 1,000

Project Learn of Medina County

105 W Liberty Street
Medina,OH442562215 		  PC General operating support 7,500

Promoting Animal Welfare Society for The Wayne County Dog Shelter

5694 Burbank Road
Wooster,OH446919009 		  PC General operating support 1,000

Purdue University

Outside Awards
West Lafayette,IN479072040 		  PC Scholarship 1,500

Pymatuning Valley School District

5571 US Route 6 W
Andover,OH44003 		  GOV Steve Urchek Memorial Scholarship 1,000

Replay for Kids

600 W Sturbridge Drive
Medina,OH44256 		  PC General operating support 1,000

Rise Against Hunger

4801 Glenwood Avenue Suite 200
Raleigh,NC276123857 		  PC General operating support 38,963

Rotary Camp for Children With Special Needs Inc

4460 Rex Lake Drive
Akron,OH44319 		  PC General operating support 2,500

Running2Bwell

3644 Mark Dale Drive
Wadsworth,OH442818341 		  PC General operating support 500

Rutledge Youth Foundation

151 N Bruns Lane
Springfield,IL62702 		  PC General operating support 5,500

Safe Berks

255 Chestnut Street
Reading,PA19602 		  PC General operating support 5,500

Samaritans Purse

PO Box 3000
Boone,NC286073000 		  PC General operating support 2,500

Sanctuary Collective

1195 Sullivant Avenue
Columbus,OH43223 		  PC General operating support 8,500

Second Harvest Food Bank of Middle Tennessee

Martin Distribution Center 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 780

Second Harvest Food Bank of Northwest Pennsylvania

1507 Grimm Drive
Erie,PA165011580 		  PC General operating support 52

Second Harvest Heartland

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

Shelby County Family and Children First Council

1200 Childrens Home Road
Sidney,OH45365 		  GOV General operating support 4,500

Shenango Valley Urban League

601 Indiana Avenue
Farrell,PA161211759 		  PC General operating support 52

Sister Circle Medina Inc

PO Box 1072
Medina,OH442581072 		  PC Juneteenth Celebration 2,000

Smart Development

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

SO Medina County Sports Booster

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

South Street Ministries Inc

798 Grant Street
Akron,OH44311 		  PC General operating support 500

Southeast Missouri State University

Attn Student Financial Services 1
University Plaza
Cape Girardeau,MO63701 		  PC Scholarship 1,500

Spark Medina

514 S Court Street
Medina,OH442562612 		  PC General operating support 500

St Jude Childrens Research Hospital Inc

262 Danny Thomas Place
Memphis,TN381053678 		  PC General operating support 2,500

Stephen Siller Tunnel To Towers Foundation

2361 Hylan Boulevard
Staten Island,NY103063159 		  PC General operating support 775

Surety Foundation Incorporated

1140 19th Street NW Suite 500
Washington,DC200366617 		  PC Surety & Fidelity Industry Intern & Scholarship Program 5,000

Team NEO Foundation

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

Temple University

1852 N 10th Street Tasb 08354
Philadelphia,PA191226023 		  PC Scholarship 1,750

Templo Jesucristo Fuente De Vida Eterna Inc

563 N Belle Vista Avenue
Youngstown,OH44509 		  PC Community Support 5,000

The City Club of Cleveland

850 Euclid Avenue 2nd Floor
Cleveland,OH441143306 		  PC Membership 2,750

The Diversity Center of Northeast Ohio Inc

3659 Green Road Suite 220
Cleveland,OH44122 		  PC General operating support 3,500

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 Boulevard
Fort Wayne,IN46802 		  PC General operating support 7,500

The Grace House In Athens

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

The Heimerdinger Foundation

430 B East Iris Drive
Nashville,TN37204 		  PC General operating support 5,500

The Luzerne Foundation

34 South River Street
WilkesBarre,PA18702 		  PC Miles for Michael General operating support support 3,500

The Ohio State University

281 W Lane Avenue
Columbus,OH43210 		  PC Scholarship 1,500

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 77,000

The University of Iowa

UI Service Center University
Billing 2700 University Capitol Cen
Iowa City,IA52242 		  PC Scholarship 1,500

The Victory Center

3166 N Republic Boulevard
Toledo,OH436151507 		  PC General operating support 4,500

The Way Station Inc

769 Springfield Road
Columbiana,OH444089456 		  PC General operating support 10,500

Tikkun Farm

7945 Elizabeth Street
Cincinnati,OH45231 		  PC General operating support 6,500

Towards Employment Inc

3301 St Clair Avenue
Cleveland,OH44114 		  PC General operating support 3,543

Truro Township Firefighters Association

6900 E Main Street
Reynoldsburg,OH430682250 		  PC General operating support 1,000

US Department of Veterans Affairs

810 Vermont Avenue NW
Washington,DC20420 		  GOV Memorial Donation 51

Union Gospel Mission Assoc of St Paul

376 Western Avenue N
Saint Paul,MN55103 		  PC General operating support 9,500

Unitarian Universalist Church of Akron

3300 Morewood Road
Fairlawn,OH443333459 		  PC Support of Community Outreach programs 500

United Black Fund of Greater Cleveland

1621 Euclid Avenue 1200
Cleveland,OH44115 		  PC General operating support 9,500

United Cerebral Palsy of Greater Cleveland

Iris S and Bert L Wolstein Center
10011 Euclid Avenue
Cleveland,OH44106 		  PC General operating support 12,500

United Fund of Surry

PO Box 409
Mount Airy,NC270300409 		  PC General operating support 10,500

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 1,326

United Way of Central Iowa

1111 9th Street Suite 100
Des Moines,IA503142527 		  PC General operating support 260

United Way of Central Minnesota

921 1st Street N Suite 200
Saint Cloud,MN56303 		  PC General operating support 8,500

United Way of Central Ohio

PO Box 951571
Clevelend,OH44193 		  PC General operating support 3,250

United Way of Erie County

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

United Way of Greater Cleveland

Attn Donor Records 1331 Euclid
Avenue
Cleveland,OH44115 		  PC General operating support 1,040

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 2,080

United Way of Lancaster County

1910 Harrington Drive Suite A
Lancaster,PA17601 		  PC General operating support 520

United Way of Logan County Inc

130 S Main Street Suite 109
Bellefontaine,OH433112042 		  PC General operating support 2,500

United Way of Summit and Medina

37 North High Street
Akron,OH44308 		  PC General operating support 71,210

United Way of Summit and Medina

37 North High Street
Akron,OH44308 		  PC Support to maintain Financial Empowerment Coach 75,000

United Way of Sumner County

1531 Hunt Club Boulevard
Gallatin,TN37066 		  PC General operating support 11,890

United Way of The Greater Lehigh Valley

1110 American Parkway NE Suite
F-120
Allentown,PA181099117 		  PC General operating support 260

United Way of The National Capital Area

8614 Westwood Center Drive Suite
300
Vienna,VA22182 		  PC General operating support 592

United Way of The Virginia Peninsula

101 York Crossing Road
Yorktown,VA236922737 		  PC General operating support 1,300

United Way of Union County Inc

648 Clymer Road Suite 313
Marysville,OH43040 		  PC General operating support 130

United Way of Wayne and Holmes Counties Inc

215 South Walnut Street
Wooster,OH44691 		  PC General operating support 130

United Way of York County

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

University Hospitals Health System Inc

11100 Euclid Avenue
Cleveland,OH44106 		  PC General operating support 1,400

University of Mount Union

Attn Business Office 1972 Clark
Avenue
Alliance,OH446013929 		  PC Scholarship 1,500

Urban League of Greater Cleveland

2930 Prospect Avenue
Cleveland,OH441152608 		  PC General operating support 2,080

Urban League of Middle Tennessee

50 Vantage Way Suite 201
Nashville,TN37228 		  PC General operating support 390

Urban League of Philadelphia

Two Penn Center 1500 John F Kennedy
Boulevard Suite 1910
Philadelphia,PA19102 		  PC General operating support 910

Urban League of Union County Inc

1139 East Jersey Street Suite 515
Elizabeth,NJ07201 		  PC General operating support 1,300

Urban League Twin Cities

2100 Plymouth Avenue N
Minneapolis,MN554113675 		  PC General operating support 650

Village of Westfield Center

6701 Greenwich Road PO Box 750
Westfield Center,OH44251 		  GOV Westfield Center Holiday Lighting Ceremony 1,600

Wadsworth Fish Organization

150 College Street
Wadsworth,OH442811534 		  PC General operating support 5,500

Walter Kidder Parent Teacher Guild

3650 Grafton Road
Brunswick,OH442121804 		  PC General operating support 500

Westbrook Health Services

2121 7th Street
Parkersburg,WV261013803 		  PC General operating support 5,500

Westfield Fire and Rescue

PO Box 886 8515 Virginia Drive
Westfield Center,OH44251 		  PC Capital Needs 50,000

Westside Community Center

430 Hannum Avenue
West Chester,PA19380 		  PC General operating support 7,500

William Way LGBT Community Center

1315 Spruce Street
Philadelphia,PA19107 		  PC General operating support 6,500

Wreaths Across America

4 Point Street
Columbia Falls,ME04623 		  PC General operating support 499

YMCA of Central Ohio

440 Nicholas Drive
Circleville,OH43113 		  PC General operating support 7,500

Youth Opportunities Unlimited

The Halle Building 1228 Euclid
Avenue Suite 200
Cleveland,OH441151827 		  PC General operating support 4,640

YWCA Greater Cleveland

4019 Prospect Avenue
Cleveland,OH44103 		  PC General operating support 11,660
Total .................................right arrow 3a 2,694,357
bApproved for future payment

College Now Greater Cleveland
1500 West 3rd Street Suite 125
Cleveland,OH44113 		  PC College Now Adult Programs & Services 60,000

Cuyahoga Community College Foundation
700 Carnegie Avenue
Cleveland,OH441152833 		  PC Women in Transition & Food Pantries 50,000

Economic Growth Foundation
1240 Huron Road E Suite 300
Cleveland,OH441151722 		  PC Capacity Campaign 225,000

Passages Connecting Fathers and Sons Inc
4600 Carnegie Avenue
Cleveland,OH44103 		  PC General Operating Support 33,000

The Phe'Be Foundation
3401 Enterprise Parkway Suite
340-50
Beachwood,OH44122 		  PC General operating support 60,000

Towards Employment Inc
3301 St Clair Avenue
Cleveland,OH44114 		  PC General operating support and Capacity Building 150,000

Ubiz Venture Capital
2930 Prospect Avenue
Cleveland,OH44115 		  PC General operating support 75,000

Youth Opportunities Unlimited
The Halle Building 1228 Euclid
Avenue Suite 200
Cleveland,OH441151827 		  PC Y.O.U. School Based Programs, General operating support 75,000
Total ................................. right arrow 3b 728,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 696,350  
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 3,397,867  
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 4,094,217 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,094,217
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 InvestmentsOtherSchedule2
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIPS BD FD ETF FMV 679,789 679,789
IBOXX $ INVT GRADE CORP BD ETF FMV 2,897,715 2,897,715
7-10 YR TREAS BD ETF FMV 1,113,098 1,113,098
CORE US AGGREGATE BD ETF FMV 2,955,256 2,955,256
INVESCO QQQ TRUST SERIES 1 ETF FMV 1,380,321 1,380,321
ISHARES - MSCI EAFE IDX FD FMV 1,753,547 1,753,547
ISHARES - RUSSELL MIDCAP VALUE FMV 3,144,514 3,144,514
ISHARES - RUSSELL MIDCAP GROWTH FMV 2,596,347 2,596,347
ISHARES - RUSSELL 1000 VALUE FMV 3,189,975 3,189,975
ISHARES - S&P SMALLCAP 600 VAL FMV 2,841,293 2,841,293
ISHARES - S&P SMALLCAP 600 GRO FMV 2,209,780 2,209,780
VANGUARD - EMERGING MKT ETF FMV 1,136,408 1,136,408
ISHARES - RUSSELL 1000 GROWTH FMV 2,829,533 2,829,533
GP PARTNERS SMF III, LP FMV 4,349,543 4,349,543
PACIFIC PVT EQTY OPP FD II, LP FMV 1,221,173 1,221,173
CDA Opportunity CLE Loan Fund, LLC FMV 10,000 10,000

TY 2024 LegalFeesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Custodial Fees 2,899 2,899   0


TY 2024 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 583 0 0


TY 2024 OtherDecreasesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Description Amount
Unrealized Loss 715,785


TY 2024 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 800 0   800
Bank Fees 300 300   0
Regulatory Fees 200 0   200
Office Expenses 1,563 0   1,563
CDA Opp CLE Loan Fund - Partnership Expense 0 1,600   0
GP Part Sel Mngr Fund III AIV - Partnership Expense 0 3,364   0
GP Part Sel Mngr Fund III - Partnership Expense 0 81,531   0
Pacific Priv Eq Opp Fund II - Partnership Expense 0 91,566   0
Section 4945 Expenditure 9,500 0   0


TY 2024 OtherIncomeSchedule2
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GP Part Sel Mngr Fund III AIV - Other portfolio income (loss) 0 212 0
GP Part Sel Mngr Fund III - Ordinary Income 0 45,201 0
GP Part Sel Mngr Fund III - Other portfolio income (loss) 0 12,945 0
Pacific Priv Eq Opp Fund II - Ordinary Income 0 59,410 0
Pacific Priv Eq Opp Fund II - Other portfolio income (loss) 0 7,574 0


TY 2024 OtherLiabilitiesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Description Beginning of Year - Book Value End of Year - Book Value
Due to Ohio Farmers 42,645 74,127


TY 2024 OtherProfessionalFeesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consulting Fees 2,000 2,000   0


TY 2024 TaxesSchedule
Name:
The Westfield Insurance Foundation
EIN:
20-3816760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Taxes 30,951 0   30,951
Federal Taxes 78,000 0   0