BURTON D MORGAN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BURTON D MORGAN FOUNDATION INC (EIN 34-6598971)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-23
IRS object ID: 202402979349100620
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-23T14:45:25-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 WATER ST STE 500	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	346598971	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BURTON D MORGAN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BURT	BusinessNameControlTxt
Phone	3306551660	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 AURORA ST	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44236	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DANIEL HAMPU	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	3306551660	PhoneNum
Signature	2024-10-21	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRISTEN BARNETT	PreparerPersonNm
PTIN	P01234578	PTIN
Phone	8133162300	PhoneNum
Preparation	2024-10-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$186,139,622	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$4,518,142	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,853,146	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$100	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$100	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$100	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$7,682,756	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$34,021,215	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$9,000,091	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$309,342	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$573,968	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,510,340	TotalRevAndExpnssAmt
Total Net Invst Incm	$12,427,305	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$753,311	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$137,493	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$615,818	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$547,387	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$71,762	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$475,625	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$178,271	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$23,371	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$156,221	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$4,580	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$600	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$3,259	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$52,527	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,886	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$45,954	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,202,960	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$414,736	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$91,352	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$175,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$182,666	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$23,948	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$26,315	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$3,450	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$23,701	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$126,555	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$16,048	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$108,130	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$14,050	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$1,842	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$15,441	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,168,716	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$26,125	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,161,868	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,432,338	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$726,261	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,697,369	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,443,137	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,338,937	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,875,475	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$726,261	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,036,306	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,634,865	ExcessRevenueOverExpensesAmt
Net Investment Income	$11,701,044	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$108,775	CashBOYAmt
Cash EOY	$73,480	CashEOYAmt
Cash EOYFMV	$73,480	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$3,122,102	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,396,398	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,396,398	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$227,658	AcctRcvblAmt
Acct Rcvbl BOY	$168,384	AcctRcvblBOYAmt
Acct Rcvbl EOY	$227,658	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$227,658	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$46,912	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$46,305	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$46,305	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$50,973,911	CorporateStockBOYAmt
Corporate Stock EOY	$47,323,884	CorporateStockEOYAmt
Corporate Stock EOYFMV	$47,323,884	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$7,421,607	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,051,691	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$5,051,691	CorporateBondsEOYFMVAmt
Other Investments BOY	$108,441,997	OtherInvestmentsBOYAmt
Other Investments EOY	$125,238,620	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$125,238,620	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$5,200,207	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,528,679	LandBldgEquipAccumDeprecAmt
Land BOY	$2,663,751	LandBOYAmt
Land EOY	$2,671,528	LandEOYAmt
Land EOYFMV	$2,671,528	LandEOYFMVAmt
Other Assets BOY	$227,667	OtherAssetsBOYAmt
Other Assets EOY	$110,058	OtherAssetsEOYAmt
Other Assets EOYFMV	$110,058	OtherAssetsEOYFMVAmt
Total Assets BOY	$173,175,106	TotalAssetsBOYAmt
Total Assets EOY	$186,139,622	TotalAssetsEOYAmt
Total Assets EOYFMV	$186,139,622	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$83,697	AccountsPayableBOYAmt
Accounts Payable EOY	$48,623	AccountsPayableEOYAmt
Grants Payable BOY	$1,859,950	GrantsPayableBOYAmt
Grants Payable EOY	$964,150	GrantsPayableEOYAmt
Other Liabilities BOY	$227,667	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$110,058	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$2,171,314	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,122,831	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$168,549,817	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$182,828,097	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$2,453,975	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$2,188,694	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$171,003,792	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$185,016,791	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$173,175,106	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$186,139,622	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$171,003,792	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,634,865	ExcessRevenueOverExpensesAmt
Other Increases	$12,378,134	OtherIncreasesAmt
Subtotal	$185,016,791	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$185,016,791	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$33,716,807	$25,008,012	$8,708,795	$8,708,795
H.I.G. WHITEHORSE OFFSHORE DIRECT LENDING FUND	$5,706	$5,706	$0	$0	P
H.I.G. WHITEHORSE LUXEMBOURG DIRECT LENDING FUND - 2020	$7,406	$7,406	$0	$0	P
CAPITAL GAINS FROM PASSTHROUGHS	$291,296		$291,296	$291,296	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$9,000,091	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$162,645	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$162,645	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$162,645	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$223,554	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$47,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$270,554	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$107,909	OverpaymentAmt
Applied To ES Tax	$107,909	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.BDMORGANFDN.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DENISE M GRIGGS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3306551660	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	22 AURORA ST	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44236	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL J HAMPU
22 AURORA ST	HUDSON	OH	44236	PRESIDENT/CEO	40.00	$335,500	$37,258	$0
DENISE M GRIGGS
22 AURORA ST	HUDSON	OH	44236	VICE PRESIDENT/CFO	40.00	$232,667	$42,886	$0
RICHARD N SEAMAN
22 AURORA ST	HUDSON	OH	44236	CHAIRPERSON	2.00	$15,000	$0	$0
PATRICK T FINLEY
22 AURORA ST	HUDSON	OH	44236	TREASURER	2.00	$15,000	$0	$0
KEITH A BROWN
22 AURORA ST	HUDSON	OH	44236	TRUSTEE	2.00	$15,000	$0	$0
J MICHAEL HOCHSCHWENDER
22 AURORA ST	HUDSON	OH	44236	TRUSTEE	2.00	$15,000	$0	$0
MARK D ROBESON
22 AURORA ST	HUDSON	OH	44236	TRUSTEE	2.00	$15,000	$0	$0
EDDIE TAYLOR JR
22 AURORA ST	HUDSON	OH	44236	TRUSTEE	2.00	$15,000	$0	$0
JENNIFER L PESHINA
22 AURORA ST	HUDSON	OH	44236	TRUSTEE	2.00	$15,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
ANGELA K EVANS
22 AURORA ST	HUDSON	OH	44236	SR. PROGRAM OFFICER	40.00	$122,250	$20,256	$0
EMILY M BEAN
22 AURORA ST	HUDSON	OH	44236	DIR. OF YOUTH ENTREP	40.00	$106,129	$22,846	$0
GINA M DOTSON
22 AURORA ST	HUDSON	OH	44236	GRANTS & COMMUNICATI	40.00	$93,875	$21,058	$0
MICHELLE B MARCUS
22 AURORA ST	HUDSON	OH	44236	PROGRAM OFFICER	40.00	$84,183	$19,121	$0
JEANNE M SILCOX
22 AURORA ST	HUDSON	OH	44236	EXECUTIVE ASSISTANT	40.00	$72,264	$10,293	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	1	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
HIG CAPITAL
1450 BRICKELL AVE 31ST FLOOR	MIAMI	FL	44313	ALTERNATIVE INVEST FUND MANAGEMENT	$640,014
ENTREPRENEURSHIP POLICY ADVISORS
475J ARSENAL COURT	WATERTOWN	MA	02472	CONSULTING	$410,000
WONDERKILN LLC
526 S MAIN ST SUITE 9X	AKRON	OH	44311	PLATFORM DEVELOPMENT	$185,413
CLEARSTEAD
1100 SUPERIOR AVE EAST SUITE 700	CLEVELAND	OH	44114	INVESTMENT CONSULTANT	$105,788
BROADLEAF PARTNERS LLC
9 AURORA STREET SUITE 5	HUDSON	OH	94598	INVESTMENT MANAGER	$94,598

Field	Value	IRS element (for citing)
Contractor Paid Over50k	11	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION SUPPORTS AND ASSISTS WITH STAFFING SCALERATOR NEO. THE SIX-MONTH EDUCATIONAL PROGRAM PROVIDES PRACTICAL SALES AND MARKETING, ORGANIZATIONAL DEVELOPMENT AND ENTREPRENEURS ON THE 3 CS OF GROWTH - CUSTOMERS, CAPACITY, AND CASH. THE COHORT LEARNING EXPERIENCE IS LED BY A FACULTY OF ENTREPRENEURSHIP EDUCATION EXPERTS INCLUDING MBA'S, PH.D.'S, AND OTHER DISTINGUISHED ACADEMIANS AND PRACTITIONERS.	Description1Txt
Expenses1	$494,251	Expenses1Amt
Description2	MORGAN FOUNDATION SUPPORTS ENTREPRENEURSHIP EDUCATION FOR YOUTH THROUGH A MARKET-BASED PLATFORM ON WHICH EDUCATORS DECIDE WHAT IS FUNDED USING A POINTS-BASED SYSTEM. THROUGH YIPPEE EXCHANGE, HIGH-QUALITY PRODUCTS ARE AVAILABLE ON THE SITE; EDUCATORS USE POINTS TO PURCHASE THEM; AND PROVIDERS ARE PAID BASED ON WHAT EDUCATORS BUY. THE MARKETPLACE BUILDS STUDENT SKILLS AND EXPOSES STUDENTS TO ENTREPRENEURS IN THEIR COMMUNITIES.	Description2Txt
Expenses2	$422,460	Expenses2Amt
Description3	THE FOUNDATION HAS PARTNERED WITH THE EDWARD LOWE FOUNDATION TO PROVIDE EDUCATIONAL PROGRAMMING TO ACCELERATE SUCCESS FOR SECOND-STAGE BUSINESSES. THE PROGRAMS FOCUS ON PEER LEARNING, LEADERSHIP EDUCATION, AND STRATEGIC INFORMATION. THE TWO FOUNDATIONS SHARE A MISSION TO CHAMPION FREE ENTERPRISE AND ENTREPRENEURSHIP	Description3Txt
Expenses3	$26,500	Expenses3Amt
Description4	THE FOUNDATION PROVIDES TECHNICAL ASSISTANCE TO FIVE HIGHER EDUCATION INSTITUTIONS WITH IMPLEMENTING AND MAINTAINING THEIR NEOLAUNCHNET PROGRAMS. NEOLAUNCHNET IS A REGIONAL SIGNATURE INITIATIVE THAT SEEKS TO INSPIRE A CULTURE OF INNOVATION ON COLLEGE AND UNIVERSITY CAMPUSES, BUILDING UPON THE UNIQUE ASSETS AND STRENGTHS OF EACH SCHOOL, AND SPARKING THE ENTREPRENEURIAL MINDSET IN ENTERPRISING STUDENTS. THE FOUNDATION STAFF FACILITATES AND COORDINATES THE PROGRAM IN NORTHEAST OHIO.	Description4Txt
Expenses4	$19,378	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$121,768,834	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,408,791	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$42,687,330	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$174,864,955	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$174,864,955	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,622,974	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$172,241,981	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,612,099	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,612,099	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$162,645	TaxBasedOnInvestmentIncomeAmt
Total Tax	$162,645	TotalTaxAmt
Distributable Before Adj	$8,449,454	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$8,449,454	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$8,449,454	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,036,306	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$178,553	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$10,214,859	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,449,454	DistributableAsAdjustedAmt
Undistributed Income PY	$844,834	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,214,859	QualifyingDistributionsAmt
Applied To Year1	$844,834	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$8,449,454	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$920,571	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$920,571	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$920,571	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$920,571	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	FOUNDATION ONLY ACCEPTS ONLINE APPL	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	WWWBDMORGANFDNORG/APPLY	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44236	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3306551660	RecipientPhoneNum
Form And Info And Materials	SEE FORMAT AT WWW.BDMORGANFDN.ORG/APPLY	FormAndInfoAndMaterialsTxt
Submission Deadlines	SEE DEADLINES AT WWW.BDMORGANFDN.ORG/DEADLINES	SubmissionDeadlinesTxt
Restrictions On Awards	SEE RESTRICTIONS AT WWW.BDMORGANFDN.ORG/GRANT-FOCUS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACCESS INC
230 W MARKET ST	AKRON	OH	44303	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$20,000
ACCESS INC
230 W MARKET ST	AKRON	OH	44303	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
ADAPTIVE SPORTS PROGRAM OF OHIO
2148 EAGLE PASS SUITE C	WOOSTER	OH	44691	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
AKRON ZOOLOGICAL PARK
500 EDGEWOOD AVE	AKRON	OH	44307	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PKWY	AKRON	OH	44307	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$5,000
ALLEGHENY COLLEGE
520 N MAIN ST	MEADVILLE	PA	16335	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
ANIMAL WELFARE LEAGUE OF TRUMBULL COUNTY
PO BOX 66	VIENNA	OH	44473	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
ARTISTS ARCHIVES OF THE WESTERN RESERVE
1834 E 123RD STREET	CLEVELAND	OH	44106	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,000
ASHLAND UNIVERSITY
401 COLLEGE AVE	ASHLAND	OH	44805	PC	FOR CONTENT CREATION AND FOR ENTREPRENEURSHIP AND FREE ENTERPRISE PROGRAMMING IN 2023-24	$145,000
ASHLAND UNIVERSITY
401 COLLEGE AVE	ASHLAND	OH	44805	PC	TO SUPPORT MICROGRANTS IN 2023	$19,000
ASSOCIATION OF FUNDRAISING PROFESSIONALS NORTHEAST OHIO CHAPTER
PO BOX 1286	BATH	OH	44210	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
AVIVA (SARASOTA-MANATEE JEWISH HOUSING COUNCIL)
1951 N HONORE AVENUE	SARASOTA	FL	34235	PC	FOR THE FUND FOR CAREGIVERS, IN MEMORY OF IRENE D. SEAMAN	$1,000
BALDWIN WALLACE UNIVERSITY
275 EASTLAND RD	BEREA	OH	44017	PC	TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24	$140,000
BE A BETTER ME FOUNDATION
901 TUSCARAWAS STREET E	CANTON	OH	44707	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$15,000
BOUNCE INNOVATION HUB
526 S MAIN ST	AKRON	OH	44311	PC	TO SUSTAIN EXISTING PROGRAMMING AND TO PURCHASE EQUIPMENT / OUTFIT CLASSROOMS	$544,000
BRITE
125 W MARKET ST	WARREN	OH	44481	PC	TO SUPPORT ACTIVITIES OF BRITENETWORK IN 2023-24	$100,000
CAMPAIGN FOR HUMAN RIGHTS INC
137 MONTAGUE STREET	BROOKLYN	NY	11201	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$15,000
CANDID
32 OLD SLIP 24TH FL	NEW YORK	NY	10005	PC	FOR OPERATING SUPPORT OF THE CANDID MIDWEST REGION	$7,500
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE	CLEVELAND	OH	44106	PC	TO SUPPORT MICROGRANTS IN 2023	$30,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE	CLEVELAND	OH	44106	PC	TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24	$130,000
CASE-BARLOW BICENTENNIAL FARM
1931 BARLOW RD	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,500
CENTER FOR CHRISTIAN VIRTUE
PO BOX 2945	COLUMBUS	OH	43216	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
CHAIR-ITY INC
200 PUBLIC SQUARE 3270	CLEVELAND	OH	44114	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$12,500
CHILDREN'S ADVOCACY CENTER OF PORTAGE COUNTY
6847 N CHESTNUT ST	RAVENNA	OH	44266	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
CHIPPEWA LAKE WATER SKI SHOW TEAM
PO BOX 217	CHIPPEWA LAKE	OH	44215	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$15,000
CINCINNATI PLAYHOUSE IN THE PARK
962 MT ADAMS CIRCLE	CINCINNATI	OH	45202	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
CINCINNATI SCHOLARSHIP FOUNDATION
324 E 4TH STREET	CINCINNATI	OH	45202	PC	FOR THE ODELL OWENS SCHOLARSHIP FUND	$2,000
CINCINNATI YOUTH COLLABORATIVE
301 OAK STREET	CINCINNATI	OH	45219	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
CITY OF HUDSON
1140 TEREX RD STE 400	HUDSON	OH	44236	GOV	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,200
CLEVELAND STATE UNIVERSITY FOUNDATION
2121 EUCLID AVE	CLEVELAND	OH	441152214	PC	TO SUPPORT ENTREPRENEURSHIP PROGRAMMING IN 2023-24	$70,000
CLEVELAND STATE UNIVERSITY FOUNDATION
2121 EUCLID AVE	CLEVELAND	OH	441152214	PC	TO SUPPORT MICROGRANTS IN 2023	$20,000
COLLEGE NOW GREATER CLEVELAND INC
1500 W 3RD ST	CLEVELAND	OH	441142321	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$5,000
COLLEGE NOW GREATER CLEVELAND INC
1500 W 3RD ST	CLEVELAND	OH	441142321	PC	FOR THE JIMMY MALONE SCHOLARSHIP PROGRAM	$5,000
COMMUNITY INITIATIVES
1000 BROADWAY STE 480	OAKLAND	CA	94607	PC	FOR OPERATING SUPPORT FOR ENTREPRENEURSHIP FUNDERS NETWORK	$20,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL ROAD	PENINSULA	OH	44264	PC	FOR THE RIVER ACCESS IMPROVEMENT PROJECT	$25,000
COUNCIL OF FRIENDS GROUPS OF AKRON-SUMMIT COUNTY PUBLIC LIBRARY
430 LISBON DR	TALLMADGE	OH	44278	PC	FOR ENTREPRENEURSHIP PROGRAMMING	$10,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUE	CLEVELAND	OH	44115	PC	FOR THE WILLIAM H. GARY WORKFORCE TRAINING SCHOLARSHIP FUND	$2,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUE	CLEVELAND	OH	44115	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,000
CUYAHOGA COUNTY PUBLIC LIBRARY
2111 SNOW ROAD	CLEVELAND	OH	44134	PC	TO SUPPORT AN INNOVATION CENTER AT CCPL-SOLON BRANCH	$100,000
DESTINATION HUDSON
27 E MAIN ST	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$6,000
DO IT FOR JAMES FOUNDATION
PO BOX 2128	STREETSBORO	OH	44241	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
DOMESTIC VIOLENCE PROJECT INC
PO BOX 9459	CANTON	OH	44711	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$15,000
DOWNTOWN AKRON PARTNERSHIP
103 S HIGH ST 4TH FL	AKRON	OH	44308	PC	TO SUPPORT THE START DOWNTOWN PROGRAM	$20,000
DOWNTOWN ARTS THEATER
PO BOX 1717 116 EAST SOUTH STREET	WOOSTER	OH	44691	PC	FOR THE LYRIC THEATER RENOVATION PROJECT IN 2022-2023	$50,000
ECONOMIC GROWTH FOUNDATION
1240 HURON ROAD E	CLEVELAND	OH	44115	PC	TO SUPPORT THE LAUNCH OF MAP LAB IN 2023-25	$130,000
EFFECTIVE LEADERSHIP ACADEMY
4480 RICHMOND RD	WARRENSVILLE HEIGHTS	OH	44128	PC	FOR THE 2023-24 CHAMBER LEADERSHIP ACADEMY	$3,000
EMMANUEL CHRISTIAN ACADEMY
350 S PORTAGE PATH	AKRON	OH	44320	PC	FOR ENTREPRENEURSHIP PROGRAMMING	$20,000
ENTREPRENEURS ORGANIZATION OF CLEVELAND
6253 N APPLECROSS ROAD	CLEVELAND	OH	44143	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$3,000
FAMICOS FOUNDATION INC
1325 ANSEL ROAD	CLEVELAND	OH	44106	PC	FOR A YOUTH EMPLOYMENT PROGRAM	$5,000
FARE-CLE COMMUNITY FUND INC
33055 SHADOWBROOK	SOLON	OH	44139	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$300
FIRST CONGREGATIONAL CHURCH OF HUDSON
47 AURORA ST	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
FIRST EVANGELICAL CONGREGATIONAL CHURCH
369 EAST WOODSDALE AVENUE	AKRON	OH	44301	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
FOOD BANK CONTRA COSTA AND SOLANO
4010 NELSON AVENUE	CONCORD	CA	94520	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$50,000
FORCE - FACING OUR RISK OF CANCER EMPOWERED
16057 TAMPA PALMS BLVD W	TAMPA	FL	33647	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$250
FRIENDS OF THE WOOSTER SYMPHONY ORCHESTRA
240 E BEVERLY ROAD	WOOSTER	OH	44691	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
FUND FOR OUR ECONOMIC FUTURE OF NORTHEAST OHIO
4415 EUCLID AVE STE 202	CLEVELAND	OH	44103	PC	FOR OPERATING SUPPORT AND JOB CREATION AND/OR ENTREPRENEURIAL SUPPORT ACTIVITIES	$230,000
FUSION CHURCH
220 INDUSTRIAL DRIVE	MANSFIELD	OH	44904	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,000
GENDERSPHERE
3583 INGLESIDE ROAD	BEACHWOOD	OH	44122	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$700
GENDERSPHERE
3583 INGLESIDE ROAD	BEACHWOOD	OH	44122	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$12,500
GIRLS ON THE RUN EAST CENTRAL OHIO
237 TUSCARWAS STREET W	CANTON	OH	44702	PC	FOR SCHOLARSHIPS FOR GIRLS TO PARTICIPATE IN THE PROGRAM	$10,000
GRACE HOUSE AKRON INC
475 NORTH HOWARD STREET	AKRON	OH	44310	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
GREATER AKRON CHAMBER FOUNDATION
388 S MAIN STREET	AKRON	OH	44311	PC	TO SUPPORT THE BUSINESS RESOURCE NAVIGATOR AND THE POLYMER CONNECTIVITY CLUSTER	$41,752
GREATER AKRON MUSICAL ASSOCIATION
92 N MAIN STREET	AKRON	OH	44308	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
GREATER CINCINNATI TELEVISION EDUCATIONAL FOUNDATION
1223 CENTRAL PARKWAY	CINCINNATI	OH	45214	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
GREATER CLEVELAND SPORTS COMMISSION
334 EUCLID AVE	CLEVELAND	OH	44114	PC	TO SUPPORT PAID INTERNSHIPS AT GREATER CLEVELAND SPORTS COMMISSION FOR STUDENTS OF COLOR IN 2024	$10,000
GREATER TOLEDO COMMUNITY FOUNDATION
300 MADISON AVENUE SUITE 1300	TOLEDO	OH	43604	PC	FOR PAMS FUND, WHICH WAS ESTABLISHED IN MEMORY OF PAM HOWELL-BEACH	$500
GROWTH OPPORTUNITY PARTNERS
6001 EUCLID AVENUE SUITE 100	CLEVELAND	OH	44103	PC	TO CREATE A FUND THAT AIMS TO FOSTER EQUITABLE ECONOMIC GROWTH IN UNDERSERVED OHIO COMMUNITIES BY OFFERING CREDIT ENHANCEMENT THROUGH CASH COLLATERAL LOAN GUARANTEES	$500,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	PC	FOR THE MAUI STRONG FUND	$20,000
HEALTHNETWORK FOUNDATION
3350 LANDER ROAD SUITE 225	CLEVELAND	OH	44124	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
HEALTHY HEARTS AND PAWS PROJECT
384 COLLAR PRICE RD SE	BROOKFIELD	OH	44403	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
HEBREW FREE LOAN ASSOCIATION
1422 EUCLID AVENUE SUITE 400	CLEVELAND	OH	44115	PC	FOR BUSINESS LENDING IN NORTHEAST OHIO	$150,000
HIRAM COLLEGE
PO BOX 67	HIRAM	OH	442340067	PC	TO SUPPORT CENTER FOR INTEGRATED ENTREPRENEURSHIP ACTIVITIES	$43,000
HUDSON CITY SCHOOL DISTRICT
76 N HAYDEN PKWY	HUDSON	OH	44236	GOV	TO SUPPORT HUDSON HIGH SCHOOL CLUBS	$15,000
HUDSON CITY SCHOOL DISTRICT
76 N HAYDEN PKWY	HUDSON	OH	44236	GOV	TO SUPPORT HUDSON MIDDLE SCHOOL CLUBS	$10,000
HUDSON COMMUNITY FIRST
49 E MAIN ST	HUDSON	OH	44236	PC	FOR THE CAREER PANEL AND INTERN FOR A DAY PROGRAM	$6,000
HUDSON COMMUNITY FOUNDATION
49 E MAIN ST	HUDSON	OH	44236	PC	FOR THE HUDSON BANDSTAND FUND SUMMER CONCERT SERIES	$2,500
HUDSON COMMUNITY FOUNDATION
49 E MAIN ST	HUDSON	OH	44236	PC	FOR THE HUDSON DEI ALLIANCE	$2,500
HUDSON COMMUNITY FOUNDATION
49 E MAIN ST	HUDSON	OH	44236	PC	FOR THE VINCENT WILLIAM BARAN CHARITABLE FUND	$6,000
HUDSON COMMUNITY SERVICE ASSOCIATION
PO BOX 1472	HUDSON	OH	44236	PC	FOR THE HELPING HANDS ASSISTANCE FUND	$8,000
HUDSON FARMERS MARKET
PO BOX 1073	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$5,000
HUDSON HERITAGE ASSOCIATION
PO BOX 2218	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$250
HUDSON JOB SEARCH
7666 HUDSON PARK DR	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$7,500
HUDSON LIBRARY AND HISTORICAL SOCIETY
96 LIBRARY ST	HUDSON	OH	44236	PC	TO SUPPORT PROGRAMMING FOR THE BURTON D. MORGAN ENTREPRENEURSHIP CENTER INCLUDING GLOBAL ENTREPRENEURSHIP WEEK PROGRAMMING IN HUDSON	$60,000
HUDSON MONTESSORI SCHOOL
7545 DARROW RD	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$5,000
HUDSON ROTARY FOUNDATION INC
PO BOX 323	HUDSON	OH	44236	PC	FOR THE SCHOLARSHIP FUND	$1,000
HUDSON-LANDSBERG SISTER CITY
PO BOX 1382	HUDSON	OH	442360882	PC	FOR THE CHRISTKINDLMARKT EVENT IN 2023	$5,000
IDEASTREAM PUBLIC MEDIA
1375 EUCLID AVE	CLEVELAND	OH	44115	PC	TO SUPPORT REGIONAL BUSINESS STORYTELLING EFFORTS	$70,000
INSPIRING MINDS
PO BOX 8512	WARR	OH	44484	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,000
IRAN HUMAN RIGHTS DOCUMENTATION CENTER
129 CHURCH STREET SUITE 423	NEW HAVEN	CT	06510	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$15,000
JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	PC	TO SUPPORT MICROGRANTS IN 2023	$20,000
JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BLVD	UNIVERSITY HEIGHTS	OH	44118	PC	TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24	$160,000
JUMPSTART INC
6701 CARNEGIE AVE STE 100	CLEVELAND	OH	44103	PC	TO SUPPORT BURTON D. MORGAN MENTORING PROGRAM	$333,000
JUNIOR ACHIEVEMENT OF EASTERN OHIO
1601 MOTOR INN DRIVE 304	GIRARD	OH	44420	PC	FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS	$50,000
JUNIOR ACHIEVEMENT OF GREATER CLEVELAND
1422 EUCLID AVENUE SUITE 952	CLEVELAND	OH	44115	PC	FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS	$60,000
JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO
4353 EXECUTIVE CIRCLE	CANTON	OH	44718	PC	FOR ENTREPRENEURSHIP PROGRAMMING AND OPERATIONS	$135,000
JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO
4353 EXECUTIVE CIRCLE	CANTON	OH	44718	PC	TO SUPPORT TRAVEL EXPENSES FOR TEAMS COMPETING IN THE 2023 NATIONAL COMPETITION	$3,000
KENT STATE UNIVERSITY FOUNDATION
350 S LINCOLN ST PO BOX 5190	KENT	OH	44242	PC	TO SUPPORT THE DEVELOPING ENTREPRENEURSHIP IN POSTSECONDARY EDUCATION FOR JUSTICE-INVOLVED LEARNERS PROGRAM	$33,150
KENT STATE UNIVERSITY FOUNDATION
350 S LINCOLN ST PO BOX 5190	KENT	OH	44242	PC	TO SUPPORT MICROGRANTS IN 2023	$40,000
KENT STATE UNIVERSITY FOUNDATION
350 S LINCOLN ST PO BOX 5190	KENT	OH	44242	PC	TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24	$185,000
LAKELAND FOUNDATION
7700 CLOCKTOWER DRIVE	KENT	OH	44242	PC	TO SUPPORT MICROGRANTS IN 2023	$20,000
LAWRENCE SCHOOL
1551 E WALLINGS RD	BROADVIEW HEIGHTS	OH	44147	PC	FOR DEI PROFESSIONAL DEVELOPMENT AND PROGRAMMING FOR STAFF AND STUDENTS AND FOR THE SENIOR SEMINAR PROGRAM	$50,000
LEADERSHIP HUDSON
PO BOX 1078	HUDSON	OH	44236	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$250
LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
1005 N ABBE RD CC220	ELYRIA	OH	44035	PC	TO SUPPORT MICROGRANTS IN 2023	$5,000
LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
1005 N ABBE RD CC220	ELYRIA	OH	44035	PC	TO SUPPORT NEOLAUNCHNET PROGRAMMING IN 2023-24	$170,000
LOUISVILLE COMMUNITY FOUNDATION
315 SOUTH CHAPEL STREET	LOUISVILLE	OH	44641	PC	FOR THE STEVE MOHR MEMORIAL SCHOLARSHIP FUND	$2,500
MORAGA GARDEN CLUB
PO BOX 6062	MORAGA	CA	94570	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$20,000
MUSIC FROM THE WESTERN RESERVE
PO BOX 265	HUDSON	OH	44236	PC	FOR THE 2023-24 CONCERT SEASON	$3,000
NAMI SUMMIT COUNTY
150 CROSS ST	AKRON	OH	44311	GOV	FOR NAMIWALKS SUMMIT COUNTY 2023, IN SUPPORT OF TEAM CRYSTAL'S CREW	$500
NATIONAL SKI SHOW ASSOCIATION INC
2701 LAKE MYRTLE PARK ROAD	AUBURNDALE	FL	33823	PC	FOR OPERATING SUPPORT FOR 2025 TEAM USA/ NSSA	$10,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOOR	NEW YORK	NY	10005	PC	FOR ENTREPRENEURSHIP PROGRAMMING	$75,000
NORTH HILL COMMUNITY DEVELOPMENT CORPORATION
760 ELMA ST	AKRON	OH	44310	PC	TO SUPPORT ENTREPRENEURSHIP PROGRAMMING	$20,000
NORTHEAST OHIO HISPANIC CENTER FOR ECONOMIC DEVELOPMENT
2511 CLARK STREET	CLEVELAND	OH	44109	PC	TO SUPPORT CONSTRUCTION OF CENTROVILLA25 FACILITY	$200,000
NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION
4209 STATE ROUTE 44 PO BOX 95	ROOTSTOWN	OH	44272	PC	FOR GENERAL OPERATING SUPPORT OF THE STUDENT RUN FREE CLINIC	$25,000
NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION
4209 STATE ROUTE 44 PO BOX 95	ROOTSTOWN	OH	44272	PC	TO SUPPORT MICROGRANTS IN 2023	$20,000
NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION
4209 STATE ROUTE 44 PO BOX 95	ROOTSTOWN	OH	44272	PC	TO SUPPORT THE NEOVATIONS PROGRAM IN 2023-24	$58,250
NOTRE DAME COLLEGE
4545 COLLEGE ROAD	EUCLID	OH	44121	PC	TO SUPPORT ENTREPRENEURSHIP ACTIVITIES	$28,500
NOTRE DAME COLLEGE
4545 COLLEGE ROAD	EUCLID	OH	44121	PC	TO SUPPORT MICROGRANTS IN 2023	$15,000
OBERLIN COLLEGE
50 N PROFESSOR STREET	OBERLIN	OH	44074	PC	TO SUPPORT MICROGRANTS IN 2023	$10,000
OHIO & ERIE CANALWAY COALITION
47 W EXCHANGE STREET	AKRON	OH	44308	PC	FOR THE CIVIC COMMONS PROJECT	$25,000
OHIO WOMEN'S ALLIANCE
1255 N HAMILTON ROAD PMB 19	COLUMBUS	OH	43230	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
PEAK GRANTMAKING
1666 K ST NW STE 440	WASHINGTON	DC	20006	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,250
PHILANTHROPY OHIO
500 S FRONT ST STE 900	COLUMBUS	OH	43215	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$7,000
PHILANTHROPY OHIO
500 S FRONT ST STE 900	COLUMBUS	OH	43215	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$20,000
PHILANTHROPY OHIO
500 S FRONT ST STE 900	COLUMBUS	OH	43215	PC	FOR SCHOLARSHIPS PROVIDED TO GRANTEES TO ATTEND THE NONPROFIT SUMMER LEARNING SERIES	$1,100
PRESIDENTS' COUNCIL FOUNDATION INC
2814 DETROIT AVENUE SUITE 120	CLEVELAND	OH	44115	PC	TO GROW THE ORGANIZATIONS STAFF, INCLUDING THE ROLE OF CHIEF EXECUTIVE OFFICER AND OTHER HIGH-LEVEL STAFFING POSITIONS CRITICAL TO ORGANIZATIONAL GROWTH	$135,000
PROJECT LEARN OF SUMMIT COUNTY
60 S HIGH ST	AKRON	OH	44326	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$1,000
PROJECT LEARN OF SUMMIT COUNTY
60 S HIGH ST	AKRON	OH	44326	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
PURDUE UNIVERSITY
403 WEST WOOD STREET	WEST LAFAYETTE	IN	47907	PC	FOR THE MITCHELL E. DANIELS, JR. SCHOOL OF BUSINESS	$100,000
RAPE CRISIS CENTER OF MEDINA AND SUMMIT COUNTIES
974 E MARKET STREET	AKRON	OH	44305	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
RAZOM
140 2ND AVENUE SUITE 305	NEW YORK	NY	10003	PC	TO PROVIDE EMERGENCY RELIEF IN UKRAINE	$50,000
RONALD MCDONALD HOUSE CHARITIES OF GREATER CINCINNATI
341 ERKENBRECHER AVENUE	CINCINNATI	OH	45229	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
ROSE'S RESCUE
PO BOX 33	ROOTSTOWN	OH	44272	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
ROSE'S RESCUE
PO BOX 33	ROOTSTOWN	OH	44272	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
SAINT MARY'S COLLEGE OF CALIFORNIA
1928 ST MARYS ROAD PBM 4300	MORAGA	CA	94575	PC	FOR THE MEN'S BASKETBALL PROGRAM	$15,000
SEA CHANGE INCORPORATED
1271 E 1ST AVENUE	COLUMBUS	OH	43212	PC	TO SUPPORT SEA CHANGES 2023 NORTHEAST OHIO COHORT	$40,000
SEALKIDS
6724 PERIMETER LOOP ROAD SUITE 314	BREMEN	OH	43017	PC	TO SUPPORT CHILDREN AND FAMILIES OF NAVY SEALS	$10,000
SETON CATHOLIC SCHOOL
6923 STOW ROAD	HUDSON	OH	44236	PC	TO SUPPORT THE HABITS OF THE HEART YOUTH PHILANTHROPY PROGRAM	$4,000
SOLON COMMUNITY LIVING
6790 RIDGECLIFF DRIVE	SOLON	OH	44139	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$49,000
ST PERPETUA CHURCH
3454 HAMLIN ROAD	LAFEYETTE	CA	94549	PC	TO ASSIST A FAMILY SEEKING ASYLUM	$10,000
STEWART'S CARING PLACE
3501 RIDGE PARK DRIVE	AKRON	OH	44333	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
SUMMIT ARTSPACE
140 E MARKET ST 2ND FLOOR	AKRON	OH	44308	PC	TO SUPPORT ARTIST ENTREPRENEURSHIP PROGRAMMING	$20,000
TEEN ENTERPRISE FOUNDATION
22402 VERA ST	CLEVELAND	OH	44128	PC	TO SUPPORT YOUTH ENTREPRENEURSHIP PROGRAMMING	$5,000
THE COLLEGE OF WOOSTER
1189 BEALL AVE	WOOSTER	OH	44691	PC	FOR CO-SPONSORSHIP OF THE PRESENTATION OF HOW TO SUCCEED IN BUSINESS	$5,000
THE DIVERSITY CENTER OF NORTHEAST OHIO
3659 GREEN RD STE 220	BEACHWOOD	OH	44122	PC	FOR EVENT SPONSORSHIP, SPECIFICALLY FOR THE 69TH ANNUAL HUMANITARIAN AWARD CELEBRATION	$500
THE ENTREPRENEURS EDGE
6801 BRECKSVILLE RD 160	INDEPENDENCE	OH	44131	PC	TO SUPPORT THE EDGE FELLOWS PROGRAM IN 2023	$57,600
THE IAN PATRICK SCHWARBER FOUNDATION
755 RIDGECREST ROAD	AKRON	OH	44303	PC	FOR THE BETTERMENT OF THE AKRON COMMUNITY	$5,000
THE NATURE CONSERVANCY
6375 RIVERSIDE DRIVE SUITE 100	DUBLIN	OH	43017	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC
60 COLLEGEVIEW ROAD SUITE 107	WESTERVILLE	OH	43081	PC	FOR SCHOLARSHIPS FOR STUDENTS OF COLOR TOWARD STUDIES RELATED TO BUSINESS OR ECONOMICS	$5,000
THE PHILANTHROPY ROUNDTABLE
1120 20TH STREET NW	WASHINGTON	DC	20036	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
THE REFUGEE RESPONSE
2054 W 47TH STREET	CLEVELAND	OH	44102	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500
THE REFUGEE RESPONSE
2054 W 47TH STREET	CLEVELAND	OH	44102	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
THE UNIVERSITY OF AKRON FOUNDATION
150 UNIVERSITY AVE	AKRON	OH	443252901	PC	FOR THE H.K. BARKER CENTER FOR ECONOMICS EDUCATION	$500
THE UNIVERSITY OF AKRON FOUNDATION
150 UNIVERSITY AVE	AKRON	OH	443252901	PC	TO SUPPORT SEED CLINIC	$85,900
THE WELL COMMUNITY DEVELOPMENT CORPORATION
647 EAST MARKET STREET	AKRON	OH	44304	PC	TO SUPPORT AKRON FOOD WORKS	$87,000
TOMTOD IDEAS
439 MARKET AVE N	CANTON	OH	44702	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
UNITED DISABILITY SERVICES INC
701 S MAIN ST	AKRON	OH	443111019	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$25,000
UNITED DISABILITY SERVICES INC
701 S MAIN ST	AKRON	OH	443111019	PC	TO SUPPORT THE ALL-STAR TRAINING CLUB	$500
UNITED WAY OF WAYNE AND HOLMES COUNTIES
215 S WALNUT ST PO BOX 548	WOOSTER	OH	44691	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$10,000
UNIVERSITY HOSPITALS HEALTH SYSTEM
11100 EUCLID AVE MCCO-5062	CLEVELAND	OH	44106	PC	FOR DIVERSITY, EQUITY AND INCLUSION INITIATIVES IN 2023-24	$25,000
UNIVERSITY OF AKRON RESEARCH FOUNDATION
170 UNIVERSITY CIR	AKRON	OH	443252103	SO III FI	TO ENHANCE THE CAPACITY OF THE ENTREPRENEURSHIP EDUCATION CONSORTIUM, PROMOTE EXPANDED COLLABORATION AMONG ECOSYSTEM STAKEHOLDERS, AND DESIGN/COORDINATE PROGRAMMING THAT ADDRESSES ECOSYSTEM NEEDS	$92,950
UNIVERSITY OF AKRON RESEARCH FOUNDATION
170 UNIVERSITY CIR	AKRON	OH	443252103	SO III FI	TO SUPPORT ENTRPRENEURSHIP EDUCATION CONSORTIUM	$100,000
UNIVERSITY OF AKRON RESEARCH FOUNDATION
170 UNIVERSITY CIR	AKRON	OH	443252103	SO III FI	TO SUPPORT THE STRIDE ACCELERATOR	$50,000
UNIVERSITY OF HAWAII FOUNDATION
1314 SOUTH KING STREET SUITE B	HONOLULU	HI	96814	PC	FOR THE MEN'S BASKETBALL PROGRAM	$10,000
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	PC	FOR THE GREG MALKIN FUND FOR YOUTH ENTREPRENEURSHIP	$20,000
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	PC	TO SUPPORT YOUNG ENTREPRENEUR INSTITUTE	$204,000
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	PC	FOR THE YIPPEE SPONSORSHIP FUND	$1,250
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	PC	TO LAUNCH ENTREPRENEW NATIONWIDE AND EXPLORE INTEGRATION INTO OHIO CTE	$201,285
UNIVERSITY SCHOOL
2785 SOM CENTER RD	HUNTING VALLEY	OH	44022	PC	TO SUPPORT THE 2023 ENSPIRE CONFERENCE	$215,000
URSULINE COLLEGE
2550 LANDER ROAD	PIKE	OH	44124	PC	FOR ENTREPRENEURSHIP PROGRAMMING	$15,000
VENTURE FOR AMERICA INC
307 7TH AVE STE 1201	NEW YORK	NY	10001	PC	TO SUPPORT VFA'S NORTHEAST OHIO PROGRAM	$75,000
VENTURELAB
200 W 6TH STREET SUITE 1700	AUSTIN	TX	78701	PC	TO SUPPORT THE SPARK STARTUP MENTORSHIP PROGRAM	$20,000
VENTUREWELL
100 VENTURE WAY	HADLEY	MA	01035	PC	TO SPONSOR OPEN 23 AND THE DESHPANDE SYMPOSIUM	$20,000
WESTERN RESERVE ACADEMY
115 COLLEGE ST	HUDSON	OH	44236	PC	TO SUPPORT THE STUDENT PHILANTHROPY PROGRAM	$4,000
WESTERN RESERVE COMMUNITY FUND
1 CASCADE PLAZA SUITE 1700	AKRON	OH	44308	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$200,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 E BLVD	CLEVELAND	OH	44106	PC	FOR YEE FOR CLE IN THE 2023-24 ACADEMIC YEAR	$130,000
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROAD	MORELAND HILLS	OH	44022	PC	FOR THE CLEVELAND TREE COALITION	$25,000
WOMENSAFE INC
12041 RAVENNA ROAD	CHARDON	OH	44024	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$2,000
WORTHINGTON CHRISTIAN SCHOOL
6675 WORTHINGTON GALENA ROADCOLUMBU	COLUMBUS	OH	43085	PC	TO SUPPORT THE EXEMPT PURPOSE OF ORGANIZATION	$500	OH 43085
YOUNGSTOWN STATE UNIVERSITY FOUNDATION
655 WICK AVENUE	YOUNGSTOWN	OH	44502	PC	TO SUPPORT ENTREPRENEURIAL PATHWAYS, CO-CURRICULAR OFFERINGS, AND MICROGRANTS	$10,000
YOUNGSTOWN STATE UNIVERSITY FOUNDATION
655 WICK AVENUE	YOUNGSTOWN	OH	44502	PC	TO SUPPORT MICROGRANTS IN 2023	$20,000
YOUNGSTOWN STATE UNIVERSITY FOUNDATION
655 WICK AVENUE	YOUNGSTOWN	OH	44502	PC	TO SUPPORT THE HONORS COLLEGE	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,338,937	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,518,142	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$100	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$309,342	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$7,682,756	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$12,510,340	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,510,340	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT	$22,981	$3,013	$19,968
RETIREMENT PLAN FEES	$17,996	$2,359	$15,637
TAX PREPARATION	$11,550	$1,514	$10,349

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (217 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
BALDWIN HOUSE	2007-12-03	$14,493	$5,465	SL	40.000000000000	$362	$0
BALDWIN HOUSE	2007-12-03	$47,482	$17,905	SL	40.000000000000	$1,187	$0
WELTY RENOVATIONS - BALDWIN HOUSE	2007-12-03	$35,000	$13,198	SL	40.000000000000	$875	$0
CONSTRUCTION COSTS	2007-12-03	$128,697	$48,530	SL	40.000000000000	$3,217	$0
BALDWIN HOUSE - LANDSCAPING	2007-12-03	$5,588	$5,588	SL	15.000000000000	$0	$0
LANDSCAPING - BH	2007-12-03	$11,579	$11,579	SL	15.000000000000	$0	$0
CONSTRUCTION COSTS	2007-12-03	$21,730	$8,194	SL	40.000000000000	$543	$0
BALDWIN HOUSE - ARCH SERVICES	2007-12-03	$455	$172	SL	40.000000000000	$11	$0
WATER METER	2007-12-03	$675	$675	SL	15.000000000000	$0	$0
LANDSCAPE ARCH DESIGN - BH	2007-12-03	$1,125	$1,125	SL	15.000000000000	$0	$0
ARCH SERVICES	2007-12-03	$982	$370	SL	40.000000000000	$25	$0
BALDWIN HOUSE	2007-12-03	$324	$122	SL	40.000000000000	$8	$0
CONSTRUCTION COSTS	2007-12-03	$17,521	$6,607	SL	40.000000000000	$438	$0
DOOR, HARDWARE AND INSTALLATION	2008-03-07	$2,234	$828	SL	40.000000000000	$56	$0
BH THRESHOLD BASEMENT	2008-06-13	$455	$166	SL	40.000000000000	$11	$0
EXTERIOR LAMPS AND WIRING	2008-07-28	$731	$731	SL	10.000000000000	$0	$0
BALDWIN HOUSE EXTERIOR PAINTING	2008-09-11	$1,710	$613	SL	40.000000000000	$43	$0
IMPROVEMENTS	2009-09-14	$1,652	$551	SL	40.000000000000	$41	$0
NEW FUNERAL DOOR	2015-09-15	$3,720	$682	SL	40.000000000000	$93	$0
EXTERIOR LIGHTS	2006-11-14	$1,039	$1,039	SL	10.000000000000	$0	$0
PARKING LOT SIGNS	2006-07-31	$1,086	$1,086	SL	15.000000000000	$0	$0
BUILING - PURCHASE AND COSTS	2006-09-09	$798,176	$325,922	SL	40.000000000000	$19,954	$0
ARCHITECT FEES	2006-09-09	$120,903	$49,368	SL	40.000000000000	$3,023	$0
ARCHITECT FEES	2006-09-09	$75,387	$30,783	SL	40.000000000000	$1,885	$0
BATH SPECIALITIES (WELTY - ITEM NO. 9)	2006-09-06	$4,031	$4,031	SL	5.000000000000	$0	$0
GRADING & EARTHWORK (WELTY - ITEM NO. 14)	2006-09-06	$141,413	$141,413	SL	15.000000000000	$0	$0
SITE UTILITIES (WELTY - ITEM NO. 15)	2006-09-09	$17,573	$17,573	SL	15.000000000000	$0	$0
CONCRETE PAVING (WELTY ITEM NO. 21/22)	2006-09-09	$14,757	$14,757	SL	15.000000000000	$0	$0
FLOORING (WELTY ITEM NO. 35/CO9/CO17)	2006-09-06	$74,670	$74,670	SL	5.000000000000	$0	$0
FIRE EXTINGUISHERS (WELTY ITEM NO. 38/39)	2006-09-06	$758	$758	SL	5.000000000000	$0	$0
WINDOW TREATMENTS (WELTY ITEM NO. 41)	2006-09-06	$9,718	$9,718	SL	5.000000000000	$0	$0
SECURITY SYSTEM (WELTY ITEM NO. 49/CO18)	2006-09-06	$17,876	$17,876	SL	15.000000000000	$0	$0
TOILET SEAT COVERS (WELTY ITEM NO. CO3)	2006-09-06	$201	$201	SL	5.000000000000	$0	$0
SITE CONCRETE (WELTY ITEM NO. CO6)	2006-09-06	$17,040	$17,040	SL	15.000000000000	$0	$0
CONCRETE EXTRAS (WELTY ITEM NO. CO11)	2006-09-06	$3,502	$3,502	SL	15.000000000000	$0	$0
MIRRORS (WELTY ITEM NO. CO21/CO25)	2006-09-06	$939	$939	SL	5.000000000000	$0	$0
RENOVATIONS 22 AURORA ST.	2006-09-06	$1,796,368	$733,517	SL	40.000000000000	$44,909	$0
KITCHEN BACKSPLASH	2006-09-09	$1,486	$1,486	SL	15.000000000000	$0	$0
SIGNAGE - LOBBY & RESTROOM	2007-05-31	$6,266	$6,266	SL	15.000000000000	$0	$0
ARCHITECTURAL SERVICES	2007-07-06	$12,090	$4,685	SL	40.000000000000	$302	$0
REAR STAIRWELL DOOR	2007-07-06	$2,933	$1,100	SL	40.000000000000	$73	$0
BASEMENT DEHUMIDIFIER	2008-04-18	$2,059	$755	SL	40.000000000000	$51	$0
SEWAGE PUMP - BASEMENT	2008-05-01	$1,563	$573	SL	40.000000000000	$39	$0
TELEPHONE LINES	2008-09-12	$2,562	$918	SL	40.000000000000	$64	$0
ROOF RESTORATION / SIDING REPLACMENT	2009-06-11	$10,900	$9,871	SL	15.000000000000	$727	$0
BLDG FINAL PAYMENT	2010-12-28	$5,000	$1,500	SL	40.000000000000	$125	$0
PLASTIC VAPOR BARRIER FOR CRAWL SPACE	2013-05-23	$1,100	$703	SL	15.000000000000	$73	$0
HVAC EXPANSION TANK	2013-05-07	$2,150	$1,386	SL	15.000000000000	$143	$0
HVAC COMPRESSOR	2014-07-23	$3,063	$1,719	SL	15.000000000000	$204	$0
PRISM II SOFTWARE CONVERSION	2016-05-12	$1,913	$1,275	SL	10.000000000000	$191	$0
HVAC ZONE CONTROLLER ZONE 5	2016-05-24	$1,304	$859	SL	10.000000000000	$130	$0
VIDEO INTERCOM DOOR SYSTEM	2017-09-11	$3,490	$1,241	SL	15.000000000000	$233	$0
HOT WATER TANK - BASEMENT	2018-08-14	$2,051	$906	SL	10.000000000000	$205	$0
HEAT EXCHANGER UNIT	2019-01-15	$5,100	$1,360	SL	15.000000000000	$340	$0
GARDENS LIMITED-LANSCAPING	2006-09-09	$11,772	$11,772	SL	15.000000000000	$0	$0
GARDENS LIMITED-LANDSCAPING	2006-09-09	$10,365	$10,365	SL	15.000000000000	$0	$0
GARDENS LIMITED-LANSCAPING	2006-10-04	$23,819	$23,819	SL	15.000000000000	$0	$0
GARDENS LIMITED-LANSCAPING	2006-11-16	$3,850	$3,850	SL	15.000000000000	$0	$0
GARDENS LIMITED-LANDSCAPING	2006-12-05	$2,460	$2,460	SL	15.000000000000	$0	$0
GARDENS LIMITED-LANDSCAPING	2006-12-28	$1,489	$1,489	SL	15.000000000000	$0	$0
GARDENS LIMITED	2006-12-05	$18,810	$18,810	SL	15.000000000000	$0	$0
WROUGHT IRON FENCE AND MISC	2007-03-20	$6,666	$6,666	SL	15.000000000000	$0	$0
INSTALL CUT STONE IN FOUNTAIN	2007-04-09	$2,552	$2,552	SL	15.000000000000	$0	$0
2 BENCHES IN COURTYARD	2011-06-30	$1,128	$1,128	SL	10.000000000000	$0	$0
SANDSTONE STEPS IN COURTYARD	2015-05-22	$4,220	$2,133	SL	15.000000000000	$281	$0
SUNCREST GARDENS - FRONT BED LANDSCAPING	2016-09-14	$6,876	$2,900	SL	15.000000000000	$458	$0
LANDSCAPE PLANTS	2020-12-10	$1,884	$785	SL	5.000000000000	$377	$0
COURTYARD STONEWORK AND CONCRETE PLANTER	2022-05-10	$2,542	$113	SL	15.000000000000	$113	$0
COMPUTER MONITOR - (SKL -2)	2010-04-30	$169	$169	SL	3.000000000000	$0	$0
BROMELKAMP EGRANT SOFTWARE MODULE	2010-09-01	$11,313	$11,313	SL	3.000000000000	$0	$0
SKL - MONITOR	2012-03-16	$151	$151	SL	3.000000000000	$0	$0
GMD MONITOR	2012-11-01	$139	$139	SL	3.000000000000	$0	$0
FIRST PEARL LICENSE (4)	2013-02-01	$1,220	$1,220	SL	3.000000000000	$0	$0
TRIPP-LITE RACKMOUNT KVM CONSOLE	2013-12-03	$679	$679	SL	5.000000000000	$0	$0
WIRELESS UPGRADE	2014-12-01	$3,797	$3,797	SL	3.000000000000	$0	$0
BACKUP ISP	2014-12-01	$1,199	$1,199	SL	3.000000000000	$0	$0
IPAD AIR 2 - DDH	2015-03-04	$750	$750	SL	3.000000000000	$0	$0
SERVER SWITCH UPGRADE	2015-07-08	$11,466	$11,466	SL	5.000000000000	$0	$0
IPAD AIR 3 DMG	2015-07-29	$678	$678	SL	3.000000000000	$0	$0
NEOLAUNCHNET SOFTWARE PLATFORM	2016-05-01	$63,960	$63,960	SL	5.000000000000	$0	$0
DELL LATTITUDE LAPTOP SPARE	2016-03-08	$989	$989	SL	3.000000000000	$0	$0
CISCO MERAKI FIREWALL UPGRADE	2016-04-01	$3,620	$3,620	SL	3.000000000000	$0	$0
D. GRIGGS MONITORS (2)	2011-01-03	$358	$358	SL	3.000000000000	$0	$0
AKOYA GRANTS MGMT PLATFORM	2018-12-31	$5,715	$5,715	SL	3.000000000000	$0	$0
EGRANT BUILDER PLATFORM	2018-04-04	$2,500	$2,500	SL	3.000000000000	$0	$0
VUB LAPTOP LATITUDE 5580	2018-04-11	$1,923	$1,923	SL	3.000000000000	$0	$0
ADD'L CONFIGURATION TO NLN PLATFORM	2018-07-24	$1,950	$1,723	SL	5.000000000000	$0	$0
ADDN TO NLN PLATFORM FOR JCU	2018-10-15	$1,125	$956	SL	5.000000000000	$0	$0
ADD'L CONFIGURATION TO AKOYA PLATFORM	2019-01-15	$4,781	$4,781	SL	3.000000000000	$0	$0
ADD'L CONFIGURATION TO EGRANT PLATFORM	2019-02-13	$960	$960	SL	3.000000000000	$0	$0
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM	2019-02-13	$5,325	$5,325	SL	3.000000000000	$0	$0
LATITUDE E5590 LAPTOP EBW & SETUP	2019-03-01	$2,120	$2,120	SL	3.000000000000	$0	$0
OPTIPLEX 5060 DESKTOP DMG & SET UP	2019-03-01	$1,580	$1,580	SL	3.000000000000	$0	$0
ACCESS UPGRADE TO DOORS.NET	2019-03-04	$2,083	$2,083	SL	3.000000000000	$0	$0
LATITUDE 5500 LAPTOP AKE	2020-03-12	$1,667	$1,574	SL	3.000000000000	$0	$0
LATITUDE 5500 LAPTOP GMD	2020-03-12	$1,667	$1,574	SL	3.000000000000	$0	$0
LATITUDE 5500 LAPTOP DDH	2020-03-12	$1,667	$1,574	SL	3.000000000000	$0	$0
DELL LATITUDE 5500 SVR LAPTOP DMG	2020-07-15	$1,709	$1,424	SL	3.000000000000	$0	$0
SHAREPOINT SERVER MIGRATION	2021-02-28	$10,163	$1,424	SL	5.000000000000	$2,033	$0
LATITUDE 5520 LAPTOP VUB	2021-04-01	$1,709	$1,424	SL	3.000000000000	$285	$0
LATITUDE 5520 LAPTOP INNOVATION RM	2021-04-01	$1,704	$1,373	SL	3.000000000000	$331	$0
OPTIPLEX DESKTOP TOWER - SNP	2022-04-07	$895	$224	SL	3.000000000000	$224	$0
DELL LATITUDE 5520 LAPTOP - JMS	2022-04-07	$1,885	$471	SL	3.000000000000	$471	$0
DELL LATITUDE 5520 LAPTOP - EB	2022-04-07	$1,885	$471	SL	3.000000000000	$471	$0
SHAREPOINT MIGRATION PHASE II	2022-06-07	$4,840	$565	SL	5.000000000000	$565	$0
LATITUDE 5531 LAPTOP DJH	2022-10-10	$2,544	$212	SL	3.000000000000	$212	$0
OPTIPLEX 3000 DESKTOP JMS	2022-10-10	$920	$77	SL	3.000000000000	$77	$0
LAPTOP 5530 AKE	2023-12-31	$1,820		SL	3.000000000000	$506	$0
LAPTOP 5530 GMD	2023-12-31	$1,820		SL	3.000000000000	$506	$0
DESKTOP 5000 DMG	2023-12-31	$971		SL	3.000000000000	$270	$0
DELL LATITUDE 5540 LAPTOP SNP	2023-12-31	$1,576		SL	3.000000000000	$88	$0
DELL LATITUDE 5540 LAPTOP MBM	2023-12-31	$1,576		SL	3.000000000000	$88	$0
DELL LATITUDE 5540 LAPTOP TBD	2023-12-31	$1,576		SL	3.000000000000	$88	$0
NETWORK UPGRADE	2023-12-31	$2,550		SL	3.000000000000	$0	$0
FURNITURE	1993-06-30	$1,925	$1,925	SL	10.000000000000	$0	$0
FURN	1993-08-31	$3,844	$3,844	SL	10.000000000000	$0	$0
CHAIRS-FOREMOST	1994-02-28	$1,394	$1,394	SL	10.000000000000	$0	$0
FILE CABINETS-FOREMOST	1994-04-30	$1,003	$1,003	SL	10.000000000000	$0	$0
FILE CABINET	2000-02-20	$1,306	$1,306	SL	10.000000000000	$0	$0
DESK - BREWSTER STROUD	1995-11-21	$952	$952	SL	10.000000000000	$0	$0
FURNITURE	1996-03-19	$1,740	$1,740	SL	10.000000000000	$0	$0
FILE CABINET	2002-02-28	$1,306	$1,306	SL	10.000000000000	$0	$0
PORTRAIT 30 X 24	2003-10-31	$3,400	$3,400	SL	10.000000000000	$0	$0
LATERAL FILE	2003-12-15	$1,494	$1,494	SL	10.000000000000	$0	$0
FIREKING FILE	2003-12-15	$1,574	$1,574	SL	10.000000000000	$0	$0
FURNITURE	2004-01-15	$799	$799	SL	10.000000000000	$0	$0
FURNITURE	2004-04-15	$10,757	$10,757	SL	10.000000000000	$0	$0
CREDENZA	2004-06-17	$220	$220	SL	10.000000000000	$0	$0
OFFICE FURNISHINGS	2004-06-22	$404	$404	SL	10.000000000000	$0	$0
FILE CABINET	2004-07-01	$886	$886	SL	10.000000000000	$0	$0
PRINTER STAND/STORAGE	2005-01-14	$868	$868	SL	10.000000000000	$0	$0
DDH TABLE	2005-07-01	$536	$536	SL	10.000000000000	$0	$0
DDH TABLE/DESK	2005-09-01	$535	$535	SL	10.000000000000	$0	$0
BONFOEY - ARTWORK	2005-10-24	$4,440	$4,440	SL	10.000000000000	$0	$0
BDM PORTRAIT	2006-02-01	$3,400	$3,400	SL	10.000000000000	$0	$0
WINDSOR CHAIRS	2006-05-15	$5,023	$5,023	SL	10.000000000000	$0	$0
MAINE COTTAGE	2006-07-12	$453	$453	SL	10.000000000000	$0	$0
INTERSTATE	2006-07-28	$4,726	$4,726	SL	10.000000000000	$0	$0
FURNITURE	2006-08-15	$61,600	$61,600	SL	10.000000000000	$0	$0
CHEST	2006-09-04	$2,100	$2,100	SL	10.000000000000	$0	$0
MAPLE SERVER	2006-09-04	$750	$750	SL	10.000000000000	$0	$0
ROCKWELL PRINT	2006-09-29	$7,050	$7,050	SL	10.000000000000	$0	$0
CREDENZA	2006-11-13	$1,389	$1,389	SL	10.000000000000	$0	$0
FURNITURE	2006-11-17	$1,184	$1,184	SL	10.000000000000	$0	$0
FRAMING	2006-11-17	$1,414	$1,414	SL	10.000000000000	$0	$0
FURNITURE	2006-11-20	$12,059	$12,059	SL	10.000000000000	$0	$0
FURNITURE	2006-09-09	$87,605	$87,605	SL	10.000000000000	$0	$0
ROCKWELL PRINT-DOWNHILL RACER	2006-12-20	$3,850	$3,850	SL	10.000000000000	$0	$0
WARWICK COMMUNICATIONS	2006-09-09	$53,509	$53,509	SL	10.000000000000	$0	$0
ROSE UPHOLSTRY - CHAIR	2006-12-05	$870	$870	SL	10.000000000000	$0	$0
BOARDROOM CREDENZA	2007-03-09	$1,437	$1,437	SL	10.000000000000	$0	$0
BLUE SIDEBOARD - KITCHEN	2007-05-31	$3,812	$3,812	SL	10.000000000000	$0	$0
FRAMING DENISON	2007-04-09	$450	$450	SL	10.000000000000	$0	$0
FRAMING DOWNHILL RACER	2007-04-09	$527	$527	SL	10.000000000000	$0	$0
ROCKWELL PRINT EXTRA GOOD BOYS & GIRLS	2007-04-17	$10,050	$10,050	SL	10.000000000000	$0	$0
UPHOLSTERY MR. MORGAN'S CHAIRS	2007-04-30	$1,700	$1,700	SL	10.000000000000	$0	$0
FRAMING ROCKWELL SANTA	2007-06-22	$1,301	$1,301	SL	10.000000000000	$0	$0
FRAMING PURDUE	2007-06-22	$905	$905	SL	10.000000000000	$0	$0
REPROGRAMMING BOARD ROOM EQUIPMENT	2007-12-15	$3,900	$3,900	SL	10.000000000000	$0	$0
JCVN OFFICER CHAIR	2008-02-08	$1,453	$1,453	SL	10.000000000000	$0	$0
DMG OFFICE CHAIR	2008-02-08	$1,453	$1,453	SL	10.000000000000	$0	$0
MEE CREDENZA	2008-02-08	$2,169	$2,169	SL	10.000000000000	$0	$0
BDM PORTRAIT-MITSUNO ISHII REEDY	2008-05-31	$6,500	$6,500	SL	10.000000000000	$0	$0
FRAMING LEWIS & REEDY	2008-06-09	$415	$415	SL	10.000000000000	$0	$0
CAD DOCUMENTATION	2008-06-26	$900	$900	SL	10.000000000000	$0	$0
HUANG ARTWORK & FRAMING	2008-07-09	$262	$262	SL	10.000000000000	$0	$0
CHUCK KOVACIC ARTWORK & FRAMING	2008-07-09	$223	$223	SL	10.000000000000	$0	$0
NORMAN ROCKWELL "AMERICA MARCHES FORWARD"	2008-10-03	$4,050	$4,050	SL	10.000000000000	$0	$0
FRAMING "AMERICA MARCHES FORWARD"	2008-12-01	$594	$594	SL	10.000000000000	$0	$0
2 DRAWER LATERAL FIRE KING FILE	2009-02-04	$1,395	$1,395	SL	10.000000000000	$0	$0
2 DRAWER LATERAL FIRE KING FILE	2009-02-04	$1,395	$1,395	SL	10.000000000000	$0	$0
CHENOWETH PORTRAIT	2009-09-23	$1,262	$1,262	SL	10.000000000000	$0	$0
NORMAN ROCKWELL "HIGH DIVE"	2009-12-22	$6,500	$6,500	SL	10.000000000000	$0	$0
FRAMING "HIGH DIVE"	2009-12-22	$1,890	$1,890	SL	10.000000000000	$0	$0
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT"	2011-06-15	$6,000	$6,000	SL	10.000000000000	$0	$0
FRAME FOR ROCKWELL - COUNTY AG	2011-06-15	$1,673	$1,673	SL	10.000000000000	$0	$0
FOUNTAIN PAINTING AND FRAM	2011-07-01	$900	$900	SL	10.000000000000	$0	$0
BDFM BLDG PAINTING "ARTWORK"	2011-07-01	$550	$550	SL	10.000000000000	$0	$0
SHADOWBOX FOR GLIDER SUIT	2012-09-18	$2,575	$2,382	SL	10.000000000000	$193	$0
GMD TASK CHAIR	2012-11-13	$526	$482	SL	10.000000000000	$44	$0
PHONE SYSTEM EQUIP - ROUTER & TRUNK	2014-01-16	$1,404	$1,112	SL	10.000000000000	$140	$0
INNOVATION RM FURNISHINGS (DOWN PYMT)	2015-04-14	$14,503	$9,790	SL	10.000000000000	$1,450	$0
P. KELLEY 38TH STREET PAINTING	2015-01-05	$6,000	$4,200	SL	10.000000000000	$600	$0
BDM PORTRAIT (FARR)	2015-12-23	$3,400	$2,040	SL	10.000000000000	$340	$0
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD	2015-03-26	$6,000	$4,050	SL	10.000000000000	$600	$0
WIRELESS POLYCOM PHONE	2015-04-01	$1,450	$1,450	SL	5.000000000000	$0	$0
INNOVATION ROOM FURNISHNGS - 2ND PYMT	2015-04-01	$13,068	$8,821	SL	10.000000000000	$1,307	$0
SECURITY AIRPHONE - INNOVATION RM	2015-04-15	$965	$651	SL	10.000000000000	$97	$0
GAULT PORTRAIT	2015-08-18	$1,000	$633	SL	10.000000000000	$100	$0
INNOVATION FURNITURE FINAL PAYMENT	2015-08-01	$1,435	$921	SL	10.000000000000	$143	$0
MODULAR PANELS - LIBRARY/OFFICE	2015-09-01	$1,650	$1,045	SL	10.000000000000	$165	$0
FRAME - GAULT PORTRAIT	2015-08-21	$441	$279	SL	10.000000000000	$44	$0
FRAME FOR BDM PORTRAIT (FARR)	2015-12-23	$565	$339	SL	10.000000000000	$57	$0
DIGITAL SIGNAGE SYSTEM	2016-11-30	$3,349	$1,646	SL	10.000000000000	$335	$0
TOSHIBA PHONE SYSTEM AND INSTALLATIN	2016-11-21	$15,747	$8,005	SL	10.000000000000	$1,575	$0
WORKROOM A/C UNIT AND ROOF CONDENSER	2018-03-07	$9,760	$3,741	SL	10.000000000000	$976	$0
SECURITY CAMERA UPGRADE	2018-03-27	$3,975	$1,491	SL	10.000000000000	$398	$0
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM	2018-04-11	$1,260	$473	SL	10.000000000000	$126	$0
HERMAN MILLER EMBODY CHAIR JMS	2019-05-07	$935	$249	SL	10.000000000000	$94	$0
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM	2019-05-22	$4,054	$1,047	SL	10.000000000000	$405	$0
ERBAUGH PORTRAIT & FRAMING	2019-09-01	$1,659	$387	SL	10.000000000000	$166	$0
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT	2019-11-01	$3,920	$849	SL	10.000000000000	$392	$0
BOILER PUMPS AND MOTORS	2020-12-01	$4,041	$292	SL	15.000000000000	$269	$0
CPW5V-22 SEWER EJECTION PUMP	2021-04-20	$2,286	$102	SL	15.000000000000	$152	$0
BOARDROOM AND INNOV RM AV EQUIPMENT	2021-06-16	$33,671	$3,367	SL	5.000000000000	$6,734	$0
BOARDROOM MEETING CAMERA	2021-09-10	$1,636	$109	SL	5.000000000000	$327	$0
DDH PORTRAIT AND FRAMING	2022-05-01	$2,053		SL	10.000000000000	$137	$0
ARCHITECT FEES	2015-04-01	$24,039	$4,057	SL	40.000000000000	$601	$0
TECH DESIGN & INSTALL	2015-04-01	$4,811	$812	SL	40.000000000000	$120	$0
REMODEL - RUHLIN PYMT 1	2015-04-01	$36,011	$6,077	SL	40.000000000000	$900	$0
REMODEL RUHLIN PAYMENT 2	2015-04-01	$65,578	$11,066	SL	40.000000000000	$1,639	$0
DATA AND PHONE CABLING	2015-04-01	$1,264	$213	SL	40.000000000000	$32	$0
RUHLIN REMODEL - PAYMENT 3	2015-04-01	$70,408	$11,881	SL	40.000000000000	$1,760	$0
RUHLIN REMODEL - FINAL PAYMENT	2015-04-01	$16,774	$2,831	SL	40.000000000000	$419	$0
YIPPEE PLATFORM V.1	2021-12-01	$199,810	$47,774	SL	5.000000000000	$56,761	$0
YIPPEE PLATFORM V.2	2022-12-31	$163,970	$16,041	SL	5.000000000000	$16,041	$0
YIPPEE PLATFORM V.3	2023-12-31	$160,413		SL	5.000000000000	$0	$0

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF, IT REQUIRES A SEPARATE ON-LINE REGISTRATION FILING AND FILING FEE.	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	LORD ABBETT INVT TR SHORT DURATION INCOME FUND	BondNm
EOY Book Value	$5,051,691	EOYBookValueAmt
EOYFMV	$5,051,691	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (197 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ORION S A COM NPV	$54,600	$54,600
ADR UNILEVER PLC SPONSORED ADR NEW	$52,116	$52,116
#REORG PHYSICIANS STOCK MERGER HEALTHPEAK	$87,460	$87,460
ADOBE INC COM	$345,431	$345,431
AGNC INVT CORP COM	$87,701	$87,701
AIR PROD & CHEM INC COM	$220,409	$220,409
AIR PROD & CHEM INC COM	$1,369,000	$1,369,000
AIRBNB INC CL A COM USD0.0001 CL A	$354,781	$354,781
ALEXANDER & BALDWIN INC	$45,743	$45,743
ALLETE INC COM NEW	$86,480	$86,480
ALPHABET INC CAP STK USD0.001 CL C	$446,748	$446,748
AMAZON COM INC COM	$930,481	$930,481
AMCOR PLC ORD USD0.01	$2,220,873	$2,220,873
AMER ELEC PWR CO INC COM	$144,978	$144,978
AMERICAN TOWER CORP	$235,309	$235,309
AMERIS BANCORP COM	$81,326	$81,326
ANALOG DEVICES INC COM	$292,280	$292,280
ANDERSONS INC COM	$68,875	$68,875
APPLE INC COM STK	$622,257	$622,257
APPLE INC COM STK	$1,340,394	$1,340,394
ARCBEST CORP COM USD0.01	$78,497	$78,497
ARCH RES INC DEL CL A CL A	$75,337	$75,337
ARISTA NETWORKS INC COM	$593,250	$593,250
ARTISAN PARTNERS ASSET MGMT INC CL A	$57,788	$57,788
ASSURED GUARANTY LTD COMMON STK	$58,891	$58,891
ATI INC COM	$78,390	$78,390
ATKORE INC	$59,840	$59,840
ATLANTIC UN BANKSHARES CORP COM	$74,322	$74,322
ATLAS ENERGY SOLUTIONS INC NEW CL A	$61,200	$61,200
AUTOMATIC DATA PROCESSING INC COM	$246,715	$246,715
BANC CALIF INC COM	$47,274	$47,274
BANNER CORP COM NEW COM NEW	$70,967	$70,967
BELDEN INC COM	$69,834	$69,834
BERKSHIRE HATHAWAY INC COM	$2,213,432	$2,213,432
BK HAW CORP COM	$91,227	$91,227
BLACKROCK INC COM STK	$493,574	$493,574
BLOOMIN BRANDS INC COM	$62,606	$62,606
BRINKS CO COM	$81,354	$81,354
BROOKDALE SR LIVING INC COM STK	$43,644	$43,644
BWX TECHNOLOGIES INC COM	$49,107	$49,107
CALIFORNIA RES CORP COM	$58,890	$58,890
CARETRUST REIT INC COM	$52,280	$52,280
CHEVRON CORP COM	$587,989	$587,989
CHIPOTLE MEXICAN GRILL INC COM STK	$530,575	$530,575
CHORD ENERGY CORPORATION COM	$85,110	$85,110
CINEMARK HLDGS INC COM	$41,960	$41,960
CISCO SYSTEMS INC	$370,564	$370,564
CIVITAS RES INC COM	$75,218	$75,218
CME GROUP INC COM STK	$254,826	$254,826
COCA COLA CO COM	$187,221	$187,221
COLLEGIUM PHARMACEUTICAL INC COM	$56,543	$56,543
COMMERCIAL METALS CO COM	$85,418	$85,418
CORE & MAIN INC COM CL A COM CL A	$65,626	$65,626
COSTCO WHOLESALE CORP NEW COM	$569,649	$569,649
CURTISS WRIGHT CORP COM	$61,045	$61,045
CVS HEALTH CORP COM	$358,794	$358,794
DATADOG INC COM	$189,231	$189,231
DEXCOM INC COM	$672,816	$672,816
DIAMOND OFFSHORE DRILLING INC COM NEW	$81,614	$81,614
DIAMONDROCK HOSPITALITY CO COM STK	$70,951	$70,951
DIODES INC COM	$71,421	$71,421
DOW INC	$431,317	$431,317
DYNEX CAPITAL INC COM	$56,340	$56,340
EASTERLY GOVERNMENT PROPERTI COMMON STOCK	$64,042	$64,042
ECOVYST INC COM	$41,913	$41,913
EDGEWELL PERS CARE CO COM	$44,689	$44,689
ELI LILLY & CO COM	$522,296	$522,296
EMERSON ELECTRIC CO COM	$885,703	$885,703
ENCOMPASS HEALTH CORP COM	$37,230	$37,230
ESAB CORPORATION COM	$57,256	$57,256
ESSENTIAL PROPERTIES REALTY TR INC	$77,140	$77,140
FEDERAL SIGNAL CORP COM	$41,363	$41,363
FIRST BANCORP N C COM	$58,957	$58,957
FIRST MERCHANTS CORP COM	$83,615	$83,615
FLUOR CORP NEW COM	$73,953	$73,953
FORMFACTOR INC COM STK	$70,907	$70,907
GAP INC COM	$65,114	$65,114
GENERAL DYNAMICS CORP COM	$207,736	$207,736
GENERAL DYNAMICS CORP COM	$425,339	$425,339
GENUINE PARTS CO COM	$302,207	$302,207
GIBRALTAR INDS INC COM	$74,004	$74,004
GLACIER BANCORP INC NEW COM	$90,119	$90,119
GREEN PLAINS INC COM STK	$66,883	$66,883
HAEMONETICS CORP MASS COM	$46,432	$46,432
HARMONIC INC COM	$58,380	$58,380
HOME DEPOT INC COM	$514,280	$514,280
HUB GROUP INC CL A CL A	$66,840	$66,840
HUNTSMAN CORP COM STK	$59,885	$59,885
INGEVITY CORP COM	$59,875	$59,875
INTERNATIONAL SEAWAYS INC INTERNATIONAL	$93,143	$93,143
INTUIT COM	$605,654	$605,654
INTUITIVE SURGICAL INC COM NEW STK	$542,138	$542,138
IRONWOOD PHARMACEUTICALS INC COM CL A	$80,480	$80,480
JOHNSON & JOHNSON COM USD1	$421,317	$421,317
JOHNSON CTLS INTL PLC COM	$328,663	$328,663
JPMORGAN CHASE & CO COM	$457,739	$457,739
KEMPER CORP DEL COM	$46,626	$46,626
KIRBY CORP COM	$48,972	$48,972
KONTOOR BRANDS INC	$66,228	$66,228
KORN FERRY COM	$51,813	$51,813
KULICKE & SOFFA INDS INC COM	$67,853	$67,853
LADDER CAP CORP CL A CL A	$57,193	$57,193
LIGHT & WONDER INC COM	$65,770	$65,770
LIONS GATE ENTMT CORP CL B	$39,639	$39,639
LIVANOVA PLC ORD	$78,438	$78,438
LOCKHEED MARTIN CORP COM	$196,253	$196,253
LOCKHEED MARTIN CORP COM	$294,606	$294,606
LXP INDUSTRIAL TRUST COM	$77,723	$77,723
MADDEN STEVEN LTD COM	$77,868	$77,868
MAGNITE INC COM	$51,183	$51,183
MARRIOTT VACATIONS WORLDWIDE CORP COM	$59,423	$59,423
MASTERCARD INC CL A	$576,642	$576,642
MATADOR RES CO COM	$86,598	$86,598
MC DONALDS CORP COM	$475,009	$475,009
MERCK & CO INC NEW COM	$425,287	$425,287
META PLATFORMS INC COM	$749,687	$749,687
MGIC INVT CORP WIS COM	$78,163	$78,163
MICROSOFT CORP COM	$696,802	$696,802
MICROSOFT CORP COM	$1,320,276	$1,320,276
MKS INSTRS INC COM	$72,215	$72,215
MODINE MFG CO COM STK	$74,864	$74,864
MOOG INC CL A	$95,120	$95,120
MURPHY OIL CORP COM	$85,064	$85,064
NATL FUEL GAS CO COM	$54,886	$54,886
NETFLIX INC COM STK	$178,198	$178,198
NORDSTROM INC COM	$84,150	$84,150
NORTHWEST BANCSHARES INC MD COM	$68,890	$68,890
NORTHWESTERN ENERGY GROUP INC	$73,841	$73,841
NVIDIA CORP COM	$965,679	$965,679
O REILLY AUTOMOTIVE INC NEW	$399,984	$399,984
ONE GAS INC COM	$65,950	$65,950
PAC PREMIER BANCORP COM	$80,169	$80,169
PATTERSON COS INC COM	$54,453	$54,453
PEPSICO INC COM	$444,981	$444,981
PEPSICO INC COM	$1,137,928	$1,137,928
PERMIAN RES CORP CL A	$98,804	$98,804
PERRIGO COMPANY LIMITED COM	$42,864	$42,864
PFIZER INC COM	$131,110	$131,110
PHILIP MORRIS INTL COM STK	$404,544	$404,544
PLEXUS CORP COM	$57,093	$57,093
PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW	$79,052	$79,052
PPG IND INC COM	$2,183,430	$2,183,430
PRESTIGE CONSUMER HEALTHCARE INC COM	$64,342	$64,342
PRIMERICA INC COM	$58,436	$58,436
PROCTER & GAMBLE COM NPV	$1,025,780	$1,025,780
PROGRESSIVE CORP OH COM	$161,510	$161,510
PROSPERITY BANCSHARES INC COM	$43,889	$43,889
PVH CORP COM USD1	$83,652	$83,652
QUALCOMM INC COM	$506,205	$506,205
RLI CORP COM	$46,725	$46,725
RYDER SYS INC COM	$64,088	$64,088
SABRA HEALTH CARE REIT INC COM	$66,441	$66,441
SALLY BEAUTY HLDGS INC COM STK USD0.01	$61,951	$61,951
SANMINA CORP COM	$69,401	$69,401
SCHLUMBERGER LTD COM COM	$167,933	$167,933
SELECT MED HLDGS CORP COM	$65,213	$65,213
SERVICENOW INC COM USD0.001	$717,794	$717,794
SHERWIN-WILLIAMS CO COM	$325,624	$325,624
SIMPLY GOOD FOODS CO COM	$52,628	$52,628
SITE CENTERS CORP	$84,438	$84,438
SKYWARD SPECIALTY INS GROUP INC COM	$55,868	$55,868
SOUTHSTATE CORP COM	$108,265	$108,265
SPIRE INC COM	$64,397	$64,397
STAG INDL INC COM	$46,759	$46,759
STIFEL FINL CORP COM	$53,591	$53,591
SUMMIT HOTEL PROPERTIES INC COM	$47,436	$47,436
SUMMIT MATLS INC CL A CL A	$76,228	$76,228
SUPERNUS PHARMACEUTICALS INC COM STK	$56,346	$56,346
SYNAPTICS INC COM	$79,057	$79,057
SYNOPSYS INC COM	$364,041	$364,041
SYNOVUS FINL CORP COM NEW COM NEW	$59,939	$59,939
TERADATA CORP DEL COM STK	$70,486	$70,486
TEREX CORP NEW COM	$59,299	$59,299
TESLA INC COM USD0.001	$349,114	$349,114
TEXAS INSTRUMENTS INC COM	$269,327	$269,327
THE TRADE DESK INC COM CL A COM CL A	$500,842	$500,842
TREEHOUSE FOODS INC COM	$44,766	$44,766
TRONOX HOLDINGS PLC ORD USD0.01	$53,114	$53,114
UBER TECHNOLOGIES INC COM USD0.00001	$172,088	$172,088
UFP INDUSTRIES INC COM USD1.00	$98,055	$98,055
UNITED PARCEL SVC INC CL B	$390,245	$390,245
UNITED RENTALS INC COM	$396,233	$396,233
UNITEDHEALTH GROUP INC COM	$392,747	$392,747
VAL NATL BANCORP COM	$99,130	$99,130
VALMONT INDS INC COM	$74,256	$74,256
VEECO INSTRS INC DEL COM	$66,342	$66,342
VERIS RESIDENTIAL INC COM STK USD0.01	$49,848	$49,848
VERITEX HLDGS INC COM	$68,996	$68,996
VERIZON COMMUNICATIONS COM	$305,182	$305,182
VERTEX PHARMACEUTICALS INC COM	$458,972	$458,972
VERTIV HOLDINGS LLC COM USD0.0001	$380,061	$380,061
VESTIS CORP COM	$77,182	$77,182
VIRTUS INVT PARTNERS INC COM	$73,012	$73,012
VISTEON CORP COM NEW COM NEW	$63,824	$63,824
WABASH NATL CORP COM	$53,495	$53,495
WERNER ENTERPRISES INC COM	$57,920	$57,920
WESTERN ALLIANCE BANCORPORATION COM	$64,869	$64,869

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
COMMONFUND CAPITAL NATURAL RESOURCES FUND IX	FMV	$3,637,651	$3,637,651
ELEUTHERA PROPERTIES LTD.	FMV	$330,464	$330,464
HARRISON STREET CORE PROPERTY FUND LP	FMV	$5,275,452	$5,275,452
NEO CAPITAL FUND LP	FMV	$123,914	$123,914
RIVERSIDE MICRO CAP FUND IV - B	FMV	$4,171,279	$4,171,279
RIVERSIDE MICRO CAP FUND IV-A	FMV	$6,926,596	$6,926,596
TRG FORESTRY FUND 8-B LP	FMV	$7,785	$7,785
SPDR S&P 500 ETF	FMV	$11,988,744	$11,988,744
VANGUARD INSTL INDEX FUND	FMV	$34,944,735	$34,944,735
FRANKLIN SMALL CAP BRW FUND	FMV	$5,838,424	$5,838,424
VANGUARD INDEX TR MID CAP ADMIRAL FUND	FMV	$14,907,032	$14,907,032
BAILLIE GIFFORD LONG-TERM GLOBAL GROWTH FUND	FMV	$12,830,935	$12,830,935
H.I.G. WHITEHORSE OFFSHORE LOAN FEEDER FUND	FMV	$2,759,304	$2,759,304
CARLSON CAPITAL BLACK DIAMOND ARBITRAGE FUND	FMV	$8,203,962	$8,203,962
H.I.G. WHITEHORSE LUXEMBOURG LOAN FEEDER FUND	FMV	$13,292,343	$13,292,343

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (217 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
BALDWIN HOUSE	$14,493	$5,827	$8,666
BALDWIN HOUSE	$47,482	$19,092	$28,390
WELTY RENOVATIONS - BALDWIN HOUSE	$35,000	$14,073	$20,927
CONSTRUCTION COSTS	$128,697	$51,747	$76,950
BALDWIN HOUSE - LANDSCAPING	$5,588	$5,588	$0
LANDSCAPING - BH	$11,579	$11,579	$0
CONSTRUCTION COSTS	$21,730	$8,737	$12,993
BALDWIN HOUSE - ARCH SERVICES	$455	$183	$272
WATER METER	$675	$675	$0
LANDSCAPE ARCH DESIGN - BH	$1,125	$1,125	$0
ARCH SERVICES	$982	$395	$587
BALDWIN HOUSE	$324	$130	$194
CONSTRUCTION COSTS	$17,521	$7,045	$10,476
DOOR, HARDWARE AND INSTALLATION	$2,234	$884	$1,350
BH THRESHOLD BASEMENT	$455	$177	$278
EXTERIOR LAMPS AND WIRING	$731	$731	$0
BALDWIN HOUSE EXTERIOR PAINTING	$1,710	$656	$1,054
IMPROVEMENTS	$1,652	$592	$1,060
NEW FUNERAL DOOR	$3,720	$775	$2,945
EXTERIOR LIGHTS	$1,039	$1,039	$0
PARKING LOT SIGNS	$1,086	$1,086	$0
BUILING - PURCHASE AND COSTS	$798,176	$345,876	$452,300
ARCHITECT FEES	$120,903	$52,391	$68,512
ARCHITECT FEES	$75,387	$32,668	$42,719
BATH SPECIALITIES (WELTY - ITEM NO. 9)	$4,031	$4,031	$0
GRADING & EARTHWORK (WELTY - ITEM NO. 14)	$141,413	$141,413	$0
SITE UTILITIES (WELTY - ITEM NO. 15)	$17,573	$17,573	$0
CONCRETE PAVING (WELTY ITEM NO. 21/22)	$14,757	$14,757	$0
FLOORING (WELTY ITEM NO. 35/CO9/CO17)	$74,670	$74,670	$0
FIRE EXTINGUISHERS (WELTY ITEM NO. 38/39)	$758	$758	$0
WINDOW TREATMENTS (WELTY ITEM NO. 41)	$9,718	$9,718	$0
SECURITY SYSTEM (WELTY ITEM NO. 49/CO18)	$17,876	$17,876	$0
TOILET SEAT COVERS (WELTY ITEM NO. CO3)	$201	$201	$0
SITE CONCRETE (WELTY ITEM NO. CO6)	$17,040	$17,040	$0
CONCRETE EXTRAS (WELTY ITEM NO. CO11)	$3,502	$3,502	$0
MIRRORS (WELTY ITEM NO. CO21/CO25)	$939	$939	$0
RENOVATIONS 22 AURORA ST.	$1,796,368	$778,426	$1,017,942
KITCHEN BACKSPLASH	$1,486	$1,486	$0
SIGNAGE - LOBBY & RESTROOM	$6,266	$6,266	$0
ARCHITECTURAL SERVICES	$12,090	$4,987	$7,103
REAR STAIRWELL DOOR	$2,933	$1,173	$1,760
BASEMENT DEHUMIDIFIER	$2,059	$806	$1,253
SEWAGE PUMP - BASEMENT	$1,563	$612	$951
TELEPHONE LINES	$2,562	$982	$1,580
ROOF RESTORATION / SIDING REPLACMENT	$10,900	$10,598	$302
BLDG FINAL PAYMENT	$5,000	$1,625	$3,375
PLASTIC VAPOR BARRIER FOR CRAWL SPACE	$1,100	$776	$324
HVAC EXPANSION TANK	$2,150	$1,529	$621
HVAC COMPRESSOR	$3,063	$1,923	$1,140
PRISM II SOFTWARE CONVERSION	$1,913	$1,466	$447
HVAC ZONE CONTROLLER ZONE 5	$1,304	$989	$315
VIDEO INTERCOM DOOR SYSTEM	$3,490	$1,474	$2,016
HOT WATER TANK - BASEMENT	$2,051	$1,111	$940
HEAT EXCHANGER UNIT	$5,100	$1,700	$3,400
GARDENS LIMITED-LANSCAPING	$11,772	$11,772	$0
GARDENS LIMITED-LANDSCAPING	$10,365	$10,365	$0
GARDENS LIMITED-LANSCAPING	$23,819	$23,819	$0
GARDENS LIMITED-LANSCAPING	$3,850	$3,850	$0
GARDENS LIMITED-LANDSCAPING	$2,460	$2,460	$0
GARDENS LIMITED-LANDSCAPING	$1,489	$1,489	$0
GARDENS LIMITED	$18,810	$18,810	$0
WROUGHT IRON FENCE AND MISC	$6,666	$6,666	$0
INSTALL CUT STONE IN FOUNTAIN	$2,552	$2,552	$0
2 BENCHES IN COURTYARD	$1,128	$1,128	$0
SANDSTONE STEPS IN COURTYARD	$4,220	$2,414	$1,806
SUNCREST GARDENS - FRONT BED LANDSCAPING	$6,876	$3,358	$3,518
LANDSCAPE PLANTS	$1,884	$1,162	$722
COURTYARD STONEWORK AND CONCRETE PLANTER	$2,542	$226	$2,316
COMPUTER MONITOR - (SKL -2)	$169	$169	$0
BROMELKAMP EGRANT SOFTWARE MODULE	$11,313	$11,313	$0
SKL - MONITOR	$151	$151	$0
GMD MONITOR	$139	$139	$0
FIRST PEARL LICENSE (4)	$1,220	$1,220	$0
TRIPP-LITE RACKMOUNT KVM CONSOLE	$679	$679	$0
WIRELESS UPGRADE	$3,797	$3,797	$0
BACKUP ISP	$1,199	$1,199	$0
IPAD AIR 2 - DDH	$750	$750	$0
SERVER SWITCH UPGRADE	$11,466	$11,466	$0
IPAD AIR 3 DMG	$678	$678	$0
NEOLAUNCHNET SOFTWARE PLATFORM	$63,960	$63,960	$0
DELL LATTITUDE LAPTOP SPARE	$989	$989	$0
CISCO MERAKI FIREWALL UPGRADE	$3,620	$3,620	$0
D. GRIGGS MONITORS (2)	$358	$358	$0
AKOYA GRANTS MGMT PLATFORM	$5,715	$5,715	$0
EGRANT BUILDER PLATFORM	$2,500	$2,500	$0
VUB LAPTOP LATITUDE 5580	$1,923	$1,923	$0
ADD'L CONFIGURATION TO NLN PLATFORM	$1,950	$1,723	$227
ADDN TO NLN PLATFORM FOR JCU	$1,125	$956	$169
ADD'L CONFIGURATION TO AKOYA PLATFORM	$4,781	$4,781	$0
ADD'L CONFIGURATION TO EGRANT PLATFORM	$960	$960	$0
2ND ADD'L CONFIGURATION TO AKOYA PLATFORM	$5,325	$5,325	$0
LATITUDE E5590 LAPTOP EBW & SETUP	$2,120	$2,120	$0
OPTIPLEX 5060 DESKTOP DMG & SET UP	$1,580	$1,580	$0
ACCESS UPGRADE TO DOORS.NET	$2,083	$2,083	$0
LATITUDE 5500 LAPTOP AKE	$1,667	$1,574	$93
LATITUDE 5500 LAPTOP GMD	$1,667	$1,574	$93
LATITUDE 5500 LAPTOP DDH	$1,667	$1,574	$93
DELL LATITUDE 5500 SVR LAPTOP DMG	$1,709	$1,424	$285
SHAREPOINT SERVER MIGRATION	$10,163	$3,457	$6,706
LATITUDE 5520 LAPTOP VUB	$1,709	$1,709	$0
LATITUDE 5520 LAPTOP INNOVATION RM	$1,704	$1,704	$0
OPTIPLEX DESKTOP TOWER - SNP	$895	$448	$447
DELL LATITUDE 5520 LAPTOP - JMS	$1,885	$942	$943
DELL LATITUDE 5520 LAPTOP - EB	$1,885	$942	$943
SHAREPOINT MIGRATION PHASE II	$4,840	$1,130	$3,710
LATITUDE 5531 LAPTOP DJH	$2,544	$424	$2,120
OPTIPLEX 3000 DESKTOP JMS	$920	$154	$766
LAPTOP 5530 AKE	$1,820	$506	$1,314
LAPTOP 5530 GMD	$1,820	$506	$1,314
DESKTOP 5000 DMG	$971	$270	$701
DELL LATITUDE 5540 LAPTOP SNP	$1,576	$88	$1,488
DELL LATITUDE 5540 LAPTOP MBM	$1,576	$88	$1,488
DELL LATITUDE 5540 LAPTOP TBD	$1,576	$88	$1,488
NETWORK UPGRADE	$2,550	$0	$2,550
FURNITURE	$1,925	$1,925	$0
FURN	$3,844	$3,844	$0
CHAIRS-FOREMOST	$1,394	$1,394	$0
FILE CABINETS-FOREMOST	$1,003	$1,003	$0
FILE CABINET	$1,306	$1,306	$0
DESK - BREWSTER STROUD	$952	$952	$0
FURNITURE	$1,740	$1,740	$0
FILE CABINET	$1,306	$1,306	$0
PORTRAIT 30 X 24	$3,400	$3,400	$0
LATERAL FILE	$1,494	$1,494	$0
FIREKING FILE	$1,574	$1,574	$0
FURNITURE	$799	$799	$0
FURNITURE	$10,757	$10,757	$0
CREDENZA	$220	$220	$0
OFFICE FURNISHINGS	$404	$404	$0
FILE CABINET	$886	$886	$0
PRINTER STAND/STORAGE	$868	$868	$0
DDH TABLE	$536	$536	$0
DDH TABLE/DESK	$535	$535	$0
BONFOEY - ARTWORK	$4,440	$4,440	$0
BDM PORTRAIT	$3,400	$3,400	$0
WINDSOR CHAIRS	$5,023	$5,023	$0
MAINE COTTAGE	$453	$453	$0
INTERSTATE	$4,726	$4,726	$0
FURNITURE	$61,600	$61,600	$0
CHEST	$2,100	$2,100	$0
MAPLE SERVER	$750	$750	$0
ROCKWELL PRINT	$7,050	$7,050	$0
CREDENZA	$1,389	$1,389	$0
FURNITURE	$1,184	$1,184	$0
FRAMING	$1,414	$1,414	$0
FURNITURE	$12,059	$12,059	$0
FURNITURE	$87,605	$87,605	$0
ROCKWELL PRINT-DOWNHILL RACER	$3,850	$3,850	$0
WARWICK COMMUNICATIONS	$53,509	$53,509	$0
ROSE UPHOLSTRY - CHAIR	$870	$870	$0
BOARDROOM CREDENZA	$1,437	$1,437	$0
BLUE SIDEBOARD - KITCHEN	$3,812	$3,812	$0
FRAMING DENISON	$450	$450	$0
FRAMING DOWNHILL RACER	$527	$527	$0
ROCKWELL PRINT EXTRA GOOD BOYS & GIRLS	$10,050	$10,050	$0
UPHOLSTERY MR. MORGAN'S CHAIRS	$1,700	$1,700	$0
FRAMING ROCKWELL SANTA	$1,301	$1,301	$0
FRAMING PURDUE	$905	$905	$0
REPROGRAMMING BOARD ROOM EQUIPMENT	$3,900	$3,900	$0
JCVN OFFICER CHAIR	$1,453	$1,453	$0
DMG OFFICE CHAIR	$1,453	$1,453	$0
MEE CREDENZA	$2,169	$2,169	$0
BDM PORTRAIT-MITSUNO ISHII REEDY	$6,500	$6,500	$0
FRAMING LEWIS & REEDY	$415	$415	$0
CAD DOCUMENTATION	$900	$900	$0
HUANG ARTWORK & FRAMING	$262	$262	$0
CHUCK KOVACIC ARTWORK & FRAMING	$223	$223	$0
NORMAN ROCKWELL "AMERICA MARCHES FORWARD"	$4,050	$4,050	$0
FRAMING "AMERICA MARCHES FORWARD"	$594	$594	$0
2 DRAWER LATERAL FIRE KING FILE	$1,395	$1,395	$0
2 DRAWER LATERAL FIRE KING FILE	$1,395	$1,395	$0
CHENOWETH PORTRAIT	$1,262	$1,262	$0
NORMAN ROCKWELL "HIGH DIVE"	$6,500	$6,500	$0
FRAMING "HIGH DIVE"	$1,890	$1,890	$0
NORMAN ROCKWELL "COUNTY AGRICULTURE AGENT"	$6,000	$6,000	$0
FRAME FOR ROCKWELL - COUNTY AG	$1,673	$1,673	$0
FOUNTAIN PAINTING AND FRAM	$900	$900	$0
BDFM BLDG PAINTING "ARTWORK"	$550	$550	$0
SHADOWBOX FOR GLIDER SUIT	$2,575	$2,575	$0
GMD TASK CHAIR	$526	$526	$0
PHONE SYSTEM EQUIP - ROUTER & TRUNK	$1,404	$1,252	$152
INNOVATION RM FURNISHINGS (DOWN PYMT)	$14,503	$11,240	$3,263
P. KELLEY 38TH STREET PAINTING	$6,000	$4,800	$1,200
BDM PORTRAIT (FARR)	$3,400	$2,380	$1,020
ARTWORK "PLAYGROUND" HARRIET MORORE BALLARD	$6,000	$4,650	$1,350
WIRELESS POLYCOM PHONE	$1,450	$1,450	$0
INNOVATION ROOM FURNISHNGS - 2ND PYMT	$13,068	$10,128	$2,940
SECURITY AIRPHONE - INNOVATION RM	$965	$748	$217
GAULT PORTRAIT	$1,000	$733	$267
INNOVATION FURNITURE FINAL PAYMENT	$1,435	$1,064	$371
MODULAR PANELS - LIBRARY/OFFICE	$1,650	$1,210	$440
FRAME - GAULT PORTRAIT	$441	$323	$118
FRAME FOR BDM PORTRAIT (FARR)	$565	$396	$169
DIGITAL SIGNAGE SYSTEM	$3,349	$1,981	$1,368
TOSHIBA PHONE SYSTEM AND INSTALLATIN	$15,747	$9,580	$6,167
WORKROOM A/C UNIT AND ROOF CONDENSER	$9,760	$4,717	$5,043
SECURITY CAMERA UPGRADE	$3,975	$1,889	$2,086
CELLULAR COMMUNICATOR FOR SECURITY SYSTEM	$1,260	$599	$661
HERMAN MILLER EMBODY CHAIR JMS	$935	$343	$592
BARCO WIRELESS PRESENTATION SYSTEM INNOV RM	$4,054	$1,452	$2,602
ERBAUGH PORTRAIT & FRAMING	$1,659	$553	$1,106
DEHUMIDIFIER FOR VAULT ROOM IN BASEMENT	$3,920	$1,241	$2,679
BOILER PUMPS AND MOTORS	$4,041	$561	$3,480
CPW5V-22 SEWER EJECTION PUMP	$2,286	$254	$2,032
BOARDROOM AND INNOV RM AV EQUIPMENT	$33,671	$10,101	$23,570
BOARDROOM MEETING CAMERA	$1,636	$436	$1,200
DDH PORTRAIT AND FRAMING	$2,053	$137	$1,916
ARCHITECT FEES	$24,039	$4,658	$19,381
TECH DESIGN & INSTALL	$4,811	$932	$3,879
REMODEL - RUHLIN PYMT 1	$36,011	$6,977	$29,034
REMODEL RUHLIN PAYMENT 2	$65,578	$12,705	$52,873
DATA AND PHONE CABLING	$1,264	$245	$1,019
RUHLIN REMODEL - PAYMENT 3	$70,408	$13,641	$56,767
RUHLIN REMODEL - FINAL PAYMENT	$16,774	$3,250	$13,524
YIPPEE PLATFORM V.1	$199,810	$104,535	$95,275
YIPPEE PLATFORM V.2	$163,970	$32,082	$131,888
YIPPEE PLATFORM V.3	$160,413	$0	$160,413

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$4,580	LegalFeesAmt
Net Investment Income	$600	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,259	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	457(B) PLAN INVESTMENTS	Desc
BOY Book Value	$227,667	BOYBookValueAmt
EOY Book Value	$110,058	EOYBookValueAmt
EOYFMV	$110,058	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIRECT PROGRAM EXPENSE	$969,447	$0	$969,447
OFFICE SERVICES	$81,951	$10,744	$90,115
MAINTENANCE	$50,398	$6,607	$44,404
INSURANCE	$37,164	$4,872	$32,292
DUES & SUBSCRIPTIONS	$17,174	$2,252	$14,710
OFFICE SUPPLIES	$8,755	$1,148	$7,607
MISCELLANEOUS EXPENSE	$1,777	$233	$1,512
WEBSITE	$2,050	$269	$1,781

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME	$307,606	$772,825	$307,606
CLASS ACTION SETTLEMENTS	$1,736	$1,736	$1,736
LESS: UBI ACTIVITY FROM PASSTHROUGHS		-$200,593

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$12,378,134	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	457(B) PLAN LIABILITIES	Desc
BOY Book Value	$227,667	BOYBookValueAmt
EOY Book Value	$110,058	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$97,285	$12,754	$91,352
CUSTODIAL FEES	$32,731	$32,731	$0
HARRISON STREET FEES	$63,679	$0	$0
HIG FEES - 2016	$82,487	$0	$0
HIG FEES - 2020 (LUXEMBOURG)	$557,527	$0	$0
INV MGT FEES	$263,463	$263,463	$0
INVESTMENT CONSULTING FEES	$105,788	$105,788	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$175,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

BURTON D MORGAN FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (217 entries)

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (197 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (217 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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