2022-07-12T09:02:58-05:00 2021-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990PF 2021-01-01 341372066 DEACONESS FOUNDATION DEAC 2165039351 2 SUMMIT PARK DRIVE SUITE 120 INDEPENDENCE OH 44131 CATHY BELK PRESIDENT 2165039351 2022-06-16 1 CATHY BELK 999009999 HERZL GINSBURG CPA P01351635 2168317171 2022-06-16 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 66178991 X 12806 2145034 2145034 1282765 9829697 1282765 16500 0 0 3457105 3427799 0 219589 4372 0 214246 213957 0 0 205624 49341 0 0 48274 6609 0 0 6609 19240 0 0 17440 78225 0 0 92225 93668 18181 0 27336 8043 0 0 49596 0 0 46434 2492 0 0 3292 252938 84036 0 179766 993698 106589 0 841246 1767292 1767292 2760990 106589 0 2608538 696115 3321210 0 32196 27791 27791 2547605 996589 996589 249 5449 249 249 7736 18769 18769 58974408 65102710 65102710 81718 48835 40926 32883 32883 61608320 66178991 66178991 117237 29906 14000 131237 29906 X 61477083 66149085 0 0 61477083 66149085 61608320 66178991 61477083 696115 3975887 66149085 0 66149085 PUBLICLY TRADED SECURITIES P 9829697 8546932 1282765 1282765 1282765 1282765 46165 0 46165 0 46165 43811 0 2500 0 46311 0 146 146 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 1 WWW.DEACONESSFDN.ORG CATHY BELK 2165039351 2 SUMMIT PARK DRIVE SUITE 120 INDEPENDENCE OH 44131 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY BELK 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 PRESIDENT & CEO 40.00 218618 8182 0 CARRIE CLARK 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE CHAIR 4/23/21-12/31/21 0.50 0 0 0 SCOTT HAMILTON 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 COLETTE JONES 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 RUSSELL LAMB 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 BOARD CHAIR 0.50 0 0 0 TOM LITTMAN 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TREASURER 4/23/21-12/31/21 0.50 0 0 0 ANDREA LYONS 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 JOE NANNI 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TREASURER 1/1/21-4/23/21 0.50 0 0 0 ANN O'BRIEN 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 LAURIE POGEL 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 SECRETARY 0.50 0 0 0 MELTRICE SHARP 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 DAVID REINES 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE CHAIR 1/1/21-4/23/21 0.50 0 0 0 ALLISON RAND 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE PRESIDENT, GRAN 40.00 122268 24401 0 MARY MARGEVICIUS 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE PRESIDENT, FINA 40.00 84532 9288 0 0 CLEARSTEAD 1100 SUPERIOR AVENUE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTING 89107 0 0 62789199 2192846 0 64982045 0 0 64982045 974731 64007314 3200366 3200366 46165 583 46748 3153618 0 3153618 0 3153618 2608538 0 2608538 3153618 75007 0 0 2608538 75007 0 0 2533531 0 0 0 0 0 0 0 0 620087 0 0 0 X ARCHWOOD UNITED CHURCH OF CHRIST 2800 ARCHWOOD AVE CLEVELAND OH 44109 PC FOR A HOT MEAL PROGRAM IN PARTNERSHIP WITH DENISON UCC 1500 BELLAIRE PURITAS DEVELOPMENT CORP (BPDC) 14703 PURITAS AVENUE CLEVELAND OH 44135 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 6000 BOYS & GIRLS CLUB OF NORTHEAST OHIO 4111 PEARL AVENUE LORAIN OH 44055 PC TO SUPPORT COSTS RELATED TO PROFESSIONAL DEVELOPMENT FOR THE OUTCOMES MANAGER; FOR NEW SIGNAGE 6000 BURTEN BELL CARR DEVELOPMENT INC 7201 KINSMAN ROAD SUITE 104 CLEVELAND OH 44104 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 12000 CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 PC FOR PROFESSIONAL DEVELOPMENT AND TEAM BUILDING; TO PILOT CAREER PATHWAY PROGRAMMING FOCUSED ON THE TRANSPORTATION SECTOR 26000 CLAGUE ROAD UNITED CHURCH OF CHRIST 3650 CLAGUE ROAD NORTH OLMSTED OH 44170 PC FOR THE COMMUNITY MEAL 4000 CLEVELAND CENTER FOR ARTS & TECHNOLOGY (DBA NEWBRIDGE) 3634 EUCLID AVE SUITE 100 CLEVELAND OH 44115 PC TO SUPPORT COSTS ASSOCIATED WITH TRAUMA-INFORMED PRACTITIONER TRAINING; TO DESIGN AND INSTALL WINDOW WRAPS PROMOTING HEALTH PROFESSIONS AND NEWBRIDGE'S TRAINING PROGRAMS; FOR HEALTHCARE TRAINING PROGRAMS 41000 COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 PC TO SUPPORT COSTS RELATED TO ATTENDING THE GRANTS PROFESSIONALS ASSOCIATION CONFERENCE; TO TRAIN SCHOOL AND COMMUNITY PERSONNEL TO INTEGRATE CAREER PLANNING WITHIN THE CMSD AND BEYOND; TO PURCHASE DATA ON PROSPECTIVE ADULT LEARNERS FOR A TARGETED MARKETING CAMPAIGN; FOR TRAINING ON THE DONOR DATABASE 136900 DOVER CONGREGATIONAL UNITED CHURCH OF CHRIST 2239 DOVER CENTER ROAD WESTLAKE OH 44145 PC FOR OUTREACH PROJECTS WITH PROVIDENCE HOUSE AND THE COMMUNITY OF HOPE 4000 ENTERPRISE COMMUNITY PARTNERS 1360 E 9TH STREET CLEVELAND OH 44114 PC FOR CONNECTIONS WITH THE WORKFORCE DEVELOPMENT SYSTEM 9000 ENVISION EXCELLENCE IN STEM EDUCATION 2108 LAMBERTON RD CLEVELAND HEEIGHTS OH 44118 PC TO DESIGN AND LAUNCH NEIGHBORHOOD-BASED STEM CAREER EXPLORATION AND SKILL-BUILDING ACTIVITIES 40000 ESPERANZA INC 3104 W 25 TH ST 4TH FLOOR CLEVELAND OH 44109 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 15500 FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION 8111 QUINCY AVENUE SUITE 100 CLEVELAND OH 44104 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 10000 FAMILY PROMISE OF GREATER CLEVELAND 3470 EAST 152ND STREET CLEVELAND OH 44120 PC TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT ECOSYSTEM 8000 FEDERATED UNITED CHURCH OF CHRIST 76 BELL STREET CHAGRIN FALLS OH 44022 PC FOR THE LOAVES AND FISHES PROJECT 3800 FRIENDS OF MAX S HAYES VOCATIONAL HIGH SCHOOL 1247 ARLINGTON ROAD LAKEWOOD OH 44117 PC TO INCREASE CAREER EXPLORATION AND EMPLOYER ENGAGEMENT 20000 FUND FOR OUR ECONOMIC FUTURE 4415 EUCLID AVENUE SUITE 203 CLEVELAND OH 44103 PC FOR MEMBERSHIP FOR 2021-2022; FOR THE WORKFORCE FUNDERS GROUP (FFEF AS FISCAL SPONSOR); FOR AN INITIATIVE TO IMPROVE THE QUALITY OF HOSPITALITY JOBS 315000 GREATER COLLINWOOD DEVELOPMENT CORP DBA COLLINWOOD & NOTTINGHAM VILLAGES DE 15614 SAINT CLAIR AVE CLEVELAND OH 44110 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 15000 IMANI UNITED CHURCH OF CHRIST 1505 EAST 260TH STREET EUCLID OH 44132 PC FOR THE FOLLOWING IN HIS FOOTSTEPS MISSION PROJECTS 4000 INTERNATIONAL STUDENT SERVICES ASSOCIATION INC 675 ALPHA DR SUITE G HIGHLAND HTS OH 44143 PC TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT ECOSYSTEM 6000 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST 6TH STREET CLEVELAND OH 44113 PC FOR PROFESSIONAL DEVELOPMENT ON TOPICS INCLUDING RACIAL JUSTICE FOR ATTORNEYS AND OTHER STAFF; FOR THE ADVOCATE, COLLABORATE, EDUCATE AND REPRESENT PROGRAM TO REMOVE LEGAL BARRIERS TO OPPORTUNITY 131000 LEGALWORKS INC 6209 STORER AVENUE W 65TH ST CLEVELAND OH 44115 PC TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT ECOSYSTEM 9000 MAGNET 1768 E 25TH STREET CLEVELAND OH 44114 PC TO TRAIN CAREER COACHES FROM 6 LOCAL WORKFORCE DEVELOPMENT PROVIDERS; THE WORKFORCE CONNECT MANUFACTURING LEADERSHIP TEAM AND ACCESS TO MANUFACTURING CAREERS 56000 METRO WEST CDO 3167 FULTON RD 303 CLEVELAND OH 44109 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 14500 MIDDLEBURG HEIGHTS COMMUNITY UNITED CHURCH OF CHRIST 7165 BIG CREEK PARKWAY MIDDLEBURG HEIGHTS OH 44130 PC FOR THE GO AND SERVE OUTREACH MINISTRY 4700 MIDTOWN CLEVELAND INC 5000 EUCLID SUITE 100 CLEVELAND OH 44103 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 9500 NEAR WEST SIDE MULTI SERVICE CORPORATION 4115 BRIDGE AVENUE CLEVELAND OH 44113 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 18000 OPEN DOORS ACADEMY 1427 EAST 36TH STREET SUITE 4206A BUILDING 42 6TH FLOOR CLEVELAND OH 44114 PC FOR NEWLY REDESIGNED PROGRAMMING FOR SCHOLARS AGED 14-20; FOR WORK WITH THE DIVERSITY CENTER OF NORTHEAST OHIO ON DIVERSITY, EQUITY, AND INCLUSION; TO DEVELOP A NEW WEBSITE; VENUE FOR BOARD MEETING DONATION 106750 POLICYBRIDGE 2930 PROSPECT AVENUE SUITE 113 CLEVELAND OH 44115 PC TO SUPPORT THE DESIGN OF "WHERE ARE THE WORKERS CUYAHOGA COUNTY" QUALITATIVE RESEARCH 10000 REACH SUCCESS INC PO BOX 14111 CLEVELAND OH 44114 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT SYSTEM 10000 RIDGE ROAD UNITED CHURCH OF CHRIST 6050 RIDGE ROAD PARMA OH 44129 PC FAMILIES IN NEED OUTREACH PROGRAM 4000 SAINT PETER UNITED CHURCH OF CHRIST 125 EAST RIDGEWOOD DRIVE SEVEN HILLS OH 44131 PC FOR THE PARMA MUTUAL MINISTRIES OUTREACH PROJECTS 3000 SEEDS OF LITERACY 3104 W 25TH ST STE 3 CLEVELAND OH 44109 PC TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT ECOSYSTEM 9500 SMART DEVELOPMENT INC 1192 E 40TH STREET CLEVELAND OH 44114 PC TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT ECOSYSTEM 13000 THE SALVATION ARMY 2507 E 22ND STREET CLEVELAND OH 44115 PC FOR THE PROMOTING ACCESS TO CREDENTIALS AND EMPLOYMENT (PACE) PROGRAM 63109 THE SPANISH AMERICAN COMMITTEE 4407 LORAIN AVENUE CLEVELAND OH 44113 PC FOR THE LATINO CONSTRUCTION PROGRAM 35000 THEA BOWMAN CENTER 11901 OAKFIELD AVE CLEVELAND OH 44105 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 12000 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 PC TO PRODUCE A VIDEO AS PART OF A TARGETED CLIENT ENGAGEMENT STRATEGY; FOR PARTICIPATION IN CLEVELAND BRIDGE BUILDERS; FOR LEADERSHIP TRAINING ON NONPROFIT INNOVATION; FOR GENERATION WORK TO PROVIDE TRAINING ON RACE EQUITY IN WORKFORCE TO 7 PROVIDER ORGANIZATIONS; FOR GENERATION WORK CLEVELAND/ CUYAHOGA COUNTY; FOR GENERAL OPERATING SUPPORT; TO SEND 4 STAFF MEMBERS TO THE TWO DAY TRAINING OFFERED THROUGH THE RACIAL EQUITY INSTITUTE; GALA BRACELETS 241183 UNIVERSITY SETTLEMENT 4800 BROADWAY AVENUE CLEVELAND OH 44127 PC TO CONDUCT RESEARCH ON THE WORKFORCE NEEDS OF THE SLAVIC VILLAGE NEIGHBORHOOD 6000 URSULINE COLLEGE 2550 LANDER ROAD PEPPER PIKE OH 44106 PC TO DEVELOP A WEBSITE FOR THE INSTITUTE FOR WOMEN, WELLNESS & WORK 5000 WEST PARK UNITED CHURCH OF CHRIST 3909 ROCKY RIVER DRIVE CLEVELAND OH 44111 PC FOR THE FOOD PANTRY, COMMUNITY MEAL, AND MITTEN LINE 4000 WESTOWN COMMUNITY DEVELOPMENT CORP 11313 LORAIN AVENUE CLEVELAND OH 44111 PC TO MAKE CONNECTIONS TO THE WORKFORCE DEVELOPMENT ECOSYSTEM 17000 WOMEN OF COLOR FOUNDATION 4200 WARRENSVILLE CENTER ROAD BUILDING A SUITE 353 CLEVELAND OH 44122 PC FOR MARKETING AND COMMUNICATIONS MATERIALS RELATED TO THE ORGANIZATION'S 20TH ANNIVERSARY; FOR ORGANIZATIONAL DEVELOPMENT CONSULTING; TO MAKE CONNECTIONS WITH THE WORKFORCE DEVELOPMENT SYSTEM 21000 YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 PC FOR GENERAL OPERATING SUPPORT; TO ADD LEADERSHIP CAPACITY TO THE ORGANIZATION 255000 CLEVELAND LEADERSHIP CENTER PO BOX 23613 CLEVELAND OH 44023 PC ACCELERATE HOST 350 PHILANTHROPY OHIO 1111 SUPERIOR AVENUE SUITE 1112 CLEVELAND OH 44114 PC GENERAL OPERATING SUPPORT 5000 TEAM NEO 1111 SUPERIOR AVENUE 1600 CLEVELAND OH 44114 PC 2021 INVESTMENT PARTNER COMMITMENT 20000 1767292 0 PROFESSIONAL FEES 561000 16500 14 2145034 18 1282765 16500 3427799 0 3444299 0 0 0 0 0 0 0 0 0 0 X X 1 THE JOHN HUNTINGTON BENEVOLENT FUND CO THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 5447 X 2 THE JOHN R RAIBLE FUND CO THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 7359 X ACCOUNTING 19240 0 0 17440 THE OHIO ATTORNEY GENERAL HAS EXEMPTED THIS ORGANIZATION FROM REGISTRATION IN THE STATE OF OHIO. FEDERATED TOTAL RETURN FMV 13095186 13095186 PIMCO DIVERSIFIED FMV 3045067 3045067 FIDELITY 500 FMV 17468937 17468937 TRANSAMERICA FMV 4711177 4711177 VANGUARD WCM FMV 3779746 3779746 PIMCO ALL ASSET FMV 586715 586715 INVESCO FMV 1944581 1944581 AQR FMV 1533827 1533827 FIDELITY MID CAP FMV 1649530 1649530 GOLDMAN SACHS SMALL CAP FMV 1456108 1456108 LOOMIS SAYLES SMALL CAP FMV 1425718 1425718 TRUST DISTRIBUTION ACCOUNT FMV 3178 3178 NON TRUST - FIDELITY 500 FMV 2880349 2880349 NON TRUST - VANGUARD WCM FMV 702909 702909 NON TRUST - PIMCO DIVERSIFIED FMV 571865 571865 NON TRUST - TRANSAMERICA FMV 732408 732408 NON TRUST - PIMCO ALL ASSET FMV 935858 935858 NON TRUST - FEDERATED TOTAL RETURN FMV 2288564 2288564 NON TRUST - AQR FMV 284675 284675 NON TRUST - INVESCO FMV 359966 359966 NON TRUST - FIDELITY MID CAP FMV 284854 284854 NON TRUST - GOLDMAN SACHS SMALL CAP FMV 240085 240085 NON TRUST - LOOMIS SAYLES SMALL CAP FMV 235157 235157 NON TRUST DISTRIBUTION ACCOUNT FMV 100 100 WEATHERLOW FUND FMV 4886150 4886150 LEGAL FEES 6609 0 0 6609 DUES AND SUBSCRIPTIONS 12384 0 0 12384 INSURANCE 29919 0 0 35523 INVESTMENT MANAGEMENT FEES 84036 84036 0 0 OTHER PURCHASED SERVICES 120646 0 0 120541 SERVICE CONTRACTS 5636 0 0 11006 WORKERS COMP 317 0 0 312 PROFESSIONAL FEES 16500 16500 UNREALIZED GAIN ON INVESTMENTS 3975887 MANAGEMENT & CONSULTING 78225 0 0 92225 PAYROLL TAXES 27998 0 0 27287 MISCELLANEOUS TAXES, PERMITS AND LICENSES 18229 18181 0 49 NET INVESTMENT INCOME TAX 47441 0 0 0