2022-11-15T08:46:14-06:00 2021-12-31 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990PF 2021-01-01 346598971 Burton D Morgan Foundation Inc BURT 3306551660 22 Aurora St Hudson OH 44236 Daniel Hampu President/CEO 3306551660 2022-11-14 1 Daniel Hampu XXX-XX-XXXX Rebekuh Eley P01247672 3126343400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 213245422 X 0 X 1369 1369 3308310 3117844 100 100 100 9045554 44195846 8977024 229937 73904 12585270 12170241 736383 96540 639843 479059 62805 426258 196023 64433 131280 19982 2620 17362 45203 5926 39410 867249 743984 52563 145000 0 0 140203 18381 23015 3017 19623 13051 1711 11954 18871 2474 16397 921992 215031 867372 3606031 1216922 2222062 6728585 6468717 10334616 1216922 8690779 2250654 10953319 89064 73571 73571 12412432 4670725 4670725 1009745 97650 1009745 1009745 48758 37673 37673 49388514 59550277 59550277 9761607 14099703 14099703 114462627 130981452 130981452 4841340 2200878 2549672 2640462 2640462 155658 181814 181814 188965982 213245422 213245422 23298 46378 948950 1208318 142500 178500 1114748 1433196 X 184732871 209005716 3118363 2806510 187851234 211812226 188965982 213245422 187851234 2250654 21710338 211812226 0 211812226 Publicly Traded Securities P 39737530 30713202 9024328 9024328 Avista Capital Partners II P 143 -143 -143 Commonfund Capital Natural Resources IX P 302131 423001 -120870 -120870 H.I.G. Whitehorse Direct Lending Fund P 1897959 1894836 3123 3123 Harrison Street Core Property Fund P 135467 68048 67419 67419 NEO Capital Fund P 45000 33876 11124 11124 GMO/TRG Forestry Fund P 870 -870 -870 Riverside Micro Cap Fund A P 1681 -1681 -1681 Disposal of Fixed Asset P 5406 -5406 -5406 8977024 152251 0 152251 0 152251 163402 0 50000 0 213402 X 0 61151 61151 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 0 1 www.bdmorganfdn.org Denise M Griggs 3306551660 22 Aurora St Hudson OH 44236 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Deborah D Hoover 22 Aurora St Hudson OH 44236 Pres/CEO 45.00 346200 37318 0 Denise M Griggs 22 Aurora St Hudson OH 44236 VP/CFO 40.00 212900 34965 0 Keith A Brown 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 J Michael Hochschwender 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Richard N Seaman 22 Aurora St Hudson OH 44236 Chairperson 2.00 15000 0 0 Mark D Robeson 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Patrick T Finley 22 Aurora St Hudson OH 44236 Treasurer 2.00 15000 0 0 Eddie Taylor Jr 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Jennifer L Peshina 22 Aurora St Hudson OH 44236 Trustee 2.00 15000 0 0 Angela K Evans 22 Aurora St Hudson OH 44236 Sr. Program Officer 40.00 107513 16831 0 Emily M Bean 22 Aurora St Hudson OH 44236 Program Officer 40.00 90795 15633 0 Gina M Dotson 22 Aurora St Hudson OH 44236 Grants & Communicati 40.00 83625 16770 0 Jeanne M Silcox 22 Aurora St Hudson OH 44236 Executive Assistant 40.00 70890 16005 0 Mary C Dieglio 22 Aurora St Hudson OH 44236 Program Officer 40.00 71553 13612 0 0 Entrepreneurship Policy Advisors 475J Arsenal Court Watertown MA 02472 Consulting 400000 HIG Capital 1450 Brickell Avenue Miami FL 33131 Investment Mgmt 316261 Wonderkiln LLC 526 S Main St Suite 9X Akron OH 44311 Platform Development 185000 University School 2785 SOM Center Road Hunting Valley OH 44022 Platform Management 140000 Clearstead 1100 Superior Ave East Suite 700 Cleveland OH 44114 Investment Consultant 106202 5 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. 455777 The Foundation is developing an on-line marketplace for all things in youth entrepreneurship education providing quality products to classroom teachers and out-of-school instructors. Management of this digital marketplace was funded by the Foundation and provided to Young Entrepreneurs Institute at University School. 145310 The Foundation has implemented a research and experimentation initiative that includes a fellowship program. The Foundation and/or Foundation Fellow will study various aspects of entrepreneurship, entrepreneurship education, and program evaluation to determine best practices in the field. Results of the research will be disseminated to both academia and practitioners. In 2021 the Foundation conducted a study of the collegiate entrepreneurship ecosystem in Northeast Ohio. 105216 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. 5189 0 147785933 18660271 38577889 205024093 0 0 205024093 3075361 201948732 10097437 10097437 152251 152251 9945186 9844 9955030 0 9955030 8690779 0 236397 8927176 9955030 778734 0 0 8927176 778734 0 0 8148442 0 0 0 0 0 0 0 0 1806588 0 0 0 Foundation only accepts online appl wwwbdmorganfdnorg/apply Hudson OH 44236 3306551660 See format at www.bdmorganfdn.org/apply See deadlines at www.bdmorganfdn.org/deadlines See restrictions at www.bdmorganfdn.org/grant-focus National Association for Community College Entrepreneurship 1 Federal Street Bldg 101 Springfield MA 01105 N/A PC to support scholarships to the 2021 and 2022 annual conference 6000 John Carroll University 1 John Carroll Blvd University Heights OH 44118 N/A PC to support the LaunchNET JCU program in academic year 2020-21 70000 John Carroll University 1 John Carroll Blvd University Heights OH 44118 N/A PC to support the LaunchNET JCU program in academic year 2021-22 144390 John Carroll University 1 John Carroll Blvd University Heights OH 44118 N/A PC to support a microgrants program in 2022 10000 VentureWell 100 Venture Way Hadley MA 01035 N/A PC to sponsor the Open 2021 conference 5000 Community Initiatives 1000 Broadway Suite 480 Oakland CA 94607 N/A PC for general operating support of Entrepreneurship Funders Network in 2021 45000 Lorain County Community College Foundation 1005 North Abbe Road CC220 Elyria OH 44035 N/A PC to support a microgrants program in 2022 10000 Lorain County Community College Foundation 1005 North Abbe Road CC220 Elyria OH 44035 N/A PC for NEOLaunchNET programming 167100 Project Ujima 1015 S Hawkins Avenue Akron OH 44320 N/A PC Exempt purpose of organization 20000 Downtown Akron Partnership 103 S High St 4th Floor Akron OH 44308 N/A PC to provide lease subsidies for Start Downtown participants 19900 Western Reserve Historical Society 10825 East Boulevard Cleveland OH 44106 N/A PC to support entrepreneurship programming and curriculum development 96550 Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 N/A PC to support a microgrants program in 2022 158484 Cleveland Institute of Music 11021 East Blvd Cleveland OH 44106 N/A PC to support continued development of entrepreneurship programming in 2022 20000 Cleveland Botanical Garden 11030 East Blvd Cleveland OH 44106 N/A PC Exempt purpose of organization 500 University Hospitals Health System 11100 Euclid Avenue Cleveland OH 44106 N/A PC for the Churchill Gateway Project, which will bring health education and prevention programs to Clevelands Glenville neighborhood 25000 City of Hudson 1140 Terex Road Suite 400 Hudson OH 44236 N/A PC for Hudson Community Television for the production of Good Day in Hudson 2400 Western Reserve Academy 115 College Street Hudson OH 44236 N/A PC to support grantmaking and educational efforts of the Student Philanthropy Program 5000 The College of Wooster 1189 Beall Avenue Wooster OH 44691 N/A PC to support a microgrants program in 2022 10000 Victim Assistance Program 137 S Main St Suite 300 Akron OH 44308 N/A PC Exempt purpose of organization 20000 ideastream 1375 Euclid Avenue Cleveland OH 44115 N/A PC to support the creation of 35 Making It videos, community meetings, and presentations at conferences in fiscal years 2021 and 2022 62250 Whitman-Walker Foundation 1377 R Street NW Suite 200 Washington DC 20009 N/A PC for the capital drive 5000 AxessPointe Community Health Centers 1400 S Arlington St Suite 38 Akron OH 44306 N/A PC Exempt purpose of organization 20000 Junior Achievement of Greater Cleveland 1422 Euclid Avenue Suite 952 Cleveland OH 44115 N/A PC for entrepreneurship programming and operations 60000 The University of Akron Foundation 150 University Ave Akron OH 443252901 N/A PC for a pilot expansion of the Small Entrepreneur and Economic Development (SEED) Legal Clinic, 111265 The University of Akron Foundation 150 University Ave Akron OH 443252901 N/A PC to support a microgrants program in 2022 10000 The University of Akron Foundation 150 University Ave Akron OH 443252901 N/A PC for the Dr. James R. Webb Memorial Scholarship in 2021 10000 College Now Greater Cleveland Inc 1500 West 3rd Street Suite 125 Cleveland OH 441142321 N/A PC Exempt purpose of organization 5000 University of Michigan 1540 East Hospital Drive Ann Arbor MI 48109 N/A PC In memory of David John McCulloch 250 Lawrence School 1551 E Wallings Road Broadview Heights OH 44147 N/A PC for faculty/staff growth and development, for the Ruling Our Experiences and PRIDE Boys' Group 50000 Shaker Schools Foundation 15600 Parkland Drive Shaker Heights OH 44120 N/A PC to participate in Changemaker activities in the 2021-22 academic year 19800 Junior Achievement of Mahoning Valley Inc 1601 Motor Inn Dr 305 Girard OH 44420 N/A PC to support capacity building efforts 10000 Junior Achievement of Mahoning Valley Inc 1601 Motor Inn Dr 305 Girard OH 44420 N/A PC for entrepreneurship programming and operations 50000 FORCE - Facing Our Risk of Cancer Empowered 16057 Tampa Palms Blvd W PMB 373 Tampa FL 33647 N/A PC Exempt purpose of organization 250 Economic and Community Development Institute 1655 Old Leonard Avenue Columbus OH 43219 N/A PC to support operations of the Akron office in fiscal year 2021 61169 Economic and Community Development Institute 1655 Old Leonard Avenue Columbus OH 43219 N/A PC to support Akron operations through the remainder of 2021 68000 PEAK Grantmaking 1666 K St NW Suite 440 Washington DC 20006 N/A PC for 2022 membership dues and to commemorate the 25th anniversary of PEAK Grantmaking 13000 University of Akron Research Foundation 170 University Circle GDYR 312 Akron OH 443252103 N/A SO III FI to support expansion of the I-Corps Sites program in Northeast Ohio 140000 University of Akron Research Foundation 170 University Circle GDYR 312 Akron OH 443252103 N/A SO III FI to support programming and staff in 2020 for the Entrepreneurship Education Consortium 93500 University of Akron Research Foundation 170 University Circle GDYR 312 Akron OH 443252103 N/A SO III FI to support the STRIDE Accelerator 50000 University of Akron Research Foundation 170 University Circle GDYR 312 Akron OH 443252103 N/A SO III FI Additional support for the I-Corps Sites program in Northeast Ohio 50000 The Shelter Pet Studio 1707 Ohio Avenue Cuyahoga Falls OH 44223 N/A PC Exempt purpose of organization 1000 ArtsNow 175 S Main Street Suite 100 Akron OH 44308 N/A PC to support Akron Culture Plan grants focused on education, skill-building, and connectivity to resources for area artists 20000 Wooster Community Hospital Foundation 1761 Beall Avenue Wooster OH 44691 N/A PC for the purchase of a new ultrasound system 25000 Prepared 4 Life 1800 West Loop South Suite 1875 Houston TX 77027 N/A PC for the license fee for Lemonade Day 2022 5000 LifeCare Hospice 1900 Akron Road Wooster OH 44691 N/A PC for the capital campaign, which will support the renovation and construction of the Center for Supportive Care facility 25000 Case-Barlow Bicentennial Farm 1931 Barlow Road Hudson OH 44236 N/A PC for event support 1500 International Institute of Akron 20 Olive Street 201 Akron OH 44310 N/A PC Exempt purpose of organization 100 Cleveland State University Foundation 2121 Euclid Ave UN 501 Cleveland OH 441152214 N/A PC to support a microgrants program in 2022 10000 Cleveland State University Foundation 2121 Euclid Ave UN 501 Cleveland OH 441152214 N/A PC to support entrepreneurship programming 54000 United Way of Wayne and Holmes Counties 215 South Walnut Street PO Box 548 Wooster OH 44691 N/A PC for the annual campaign 10000 The Ohio State University Foundation 2200 Olentangy River Rd Columbus OH 43221 N/A PC to study and understand how high growth companies fit into the regional NEO ecosystem in 2021 and 2022 80000 Compass North Church 2268 S Arlington Street PO Box 26104 Akron OH 44319 N/A PC Exempt purpose of organization 500 ACCESS Inc 230 W Market Street Akron OH 44303 N/A PC Exempt purpose of organization 20000 Believe in Dreams 23245B Mercantile Road Beachwood OH 44122 N/A PC Exempt purpose of organization 5000 Hebrew Free Loan Association 23300 Chagrin Blvd Suite 204 Beachwood OH 44122 N/A PC to support the financial education and empowerment of women through the 2021 documentary screening of $avvy 150 Hebrew Free Loan Association 23300 Chagrin Blvd Suite 204 Beachwood OH 44122 N/A PC to support business lending in Northeast Ohio with priority given to Summit County businesses 154500 Shanti Community Farms 240 E Tallmadge Avenue Akron OH 44310 N/A PC Exempt purpose of organization 100 Ursuline College 2550 Lander Road Pepper Pike OH 44124 N/A PC to support a microgrants program in 2022 10000 Ursuline College 2550 Lander Road Pepper Pike OH 44124 N/A PC to support entrepreneurship efforts in 2021-22 20000 Ursuline College 2550 Lander Road Pepper Pike OH 44124 N/A PC for the Institute for Women, Wellness & Work at Ursuline College to empower women through personal and professional development opportunities 5000 Destination Hudson 27 E Main Street Hudson OH 44236 N/A PC Exempt purpose of organization 5000 Mahoning County High School 2725 Gibson Street Youngstown OH 44502 N/A PC to participate in Changemaker activities in the 2021-22 academic year 78800 Baldwin Wallace University 275 Eastland Road Berea OH 44017 N/A PC for NEOLaunchNET programming 112500 Baldwin Wallace University 275 Eastland Road Berea OH 44017 N/A PC to support a microgrants program in 2022 20000 University School 2785 SOM Center Road Hunting Valley OH 44022 N/A PC to support Young Entrepreneur Institute in the 2021-22 academic year 191500 University School 2785 SOM Center Road Hunting Valley OH 44022 N/A PC for Enspire 2021 106920 University School 2785 SOM Center Road Hunting Valley OH 44022 N/A PC to support Lemonade Day 2022 47000 University School 2785 SOM Center Road Hunting Valley OH 44022 N/A PC for educator mini grants 30000 The Ohio Foundation of Independent Colleges Inc 290 East Broad Street Suite 1700 Columbus OH 43215 N/A PC to provide a scholarship for an enterprising student of color who is majoring in business or considering entrepreneurship as an area of study 5000 Benedictine High School 2900 Martin Luther King Jr Dr Cleveland OH 44104 N/A PC In memory of Joseph Matejka 250 Standing Rock Cultural Arts 300 N Water Street Suite H Kent OH 44240 N/A PC Exempt purpose of organization 10000 Venture for America Inc 307 7th Avenue Suite 1201 New York NY 10001 N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux and cultivation of Akron as a host city 75000 Venture for America Inc 307 7th Avenue Suite 1201 New York NY 10001 N/A PC to support VFA's Northeast Ohio program in 2022 and 2023 100000 Apollo's Fire 3091 Mayfield Rd Suite 217 Cleveland OH 44118 N/A PC for The Musicians' Fund 100 Candid 32 Old Slip 24th Floor New York NY 10005 N/A PC Exempt purpose of organization 9500 Candid 32 Old Slip 24th Floor New York NY 10005 N/A PC for the Growth and Leadership Transition Fund 10000 Central American Medical Outreach 322 Westwood Ave Orrville OH 44667 N/A PC to support the organization's medical work in Honduras 5000 Healthnetwork Foundation 33 River Street Chagrin Falls OH 44022 N/A PC Exempt purpose of organization 10000 Healthnetwork Foundation 33 River Street Chagrin Falls OH 44022 N/A PC Annual fund drive 10000 Greater Cleveland Sports Commission 334 Euclid Avenue Cleveland OH 44114 N/A PC for internships for students of color 10000 MORTAR Cincinnati 340 Reading Road Storefront Cincinnati OH 45202 N/A PC to support the creation of a platform and the conversion of the MORTAR Masters curriculum into a virtual format 100000 MORTAR Cincinnati 340 Reading Road Storefront Cincinnati OH 45202 N/A PC to support licensing fees in 2021 40000 Buckeye Local School District 3436 Edgewood Drive Ashtabula OH 44004 N/A PC Teacher training 45000 Akron Community Foundation 345 West Cedar St Akron OH 44307 N/A PC for the Sojourner Truth Statue Fund 2500 Akron-Canton Regional Foodbank 350 Opportunity Parkway Akron OH 44307 N/A PC Exempt purpose of organization 20000 Kent State University Foundation Inc 350 S Lincoln Street PO Box 5190 Kent OH 44242 N/A PC for the annual fund, to benefit LaunchNET KSU 500 Kent State University Foundation Inc 350 S Lincoln Street PO Box 5190 Kent OH 44242 N/A PC to establish a fund to support I 3 Lab activities in future years 500000 Kent State University Foundation Inc 350 S Lincoln Street PO Box 5190 Kent OH 44242 N/A PC to support a microgrants program in 2022 20000 Kent State University Foundation Inc 350 S Lincoln Street PO Box 5190 Kent OH 44242 N/A PC for NEOLaunchNET programming 172367 Kent State University Foundation Inc 350 S Lincoln Street PO Box 5190 Kent OH 44242 N/A PC to support the Developing Entrepreneurship in Postsecondary Education for Justice-involved Learners program 50000 Emmanuel Christian Academy 350 S Portage Path Akron OH 44320 N/A PC for entrepreneurship programming in the 2021-22 academic year 20000 Emmanuel Christian Academy 350 S Portage Path Akron OH 44320 N/A PC in memory of John Rasnick 20000 The Diversity Center of Northeast Ohio 3659 Green Road Suite 220 Beachwood OH 44122 N/A PC for sponsorship of the 67th Annual Humanitarian Award Virtual Celebration 500 The Diversity Center of Northeast Ohio 3659 Green Road Suite 220 Beachwood OH 44122 N/A PC Exempt purpose of organization 5000 Asian Services in Action Inc 370 E Market Street Akron OH 44307 N/A PC to support microloans for immigrant entrepreneurs in Akron 20000 National Inventors Hall of Fame Inc 3701 Highland Park NW North Canton OH 44720 N/A PC to conduct research on how teachers entrepreneurial identity exploration impacts Camp Invention outcomes 20000 National Inventors Hall of Fame Inc 3701 Highland Park NW North Canton OH 44720 N/A PC to support Camp Invention and Invention Project programming in 2021 157600 Western Reserve Land Conservancy 3850 Chagrin River Road Moreland Hills OH 44022 N/A PC to purchase and improve the O'Brien Preserve in 2021 and 2022 100000 Greater Akron Chamber Foundation 388 S Main Street Suite 205 Akron OH 44311 N/A PC to support Choose Growth 330 activities in 2020 and 2021 50000 Greater Akron Chamber Foundation 388 S Main Street Suite 205 Akron OH 44311 N/A PC to support Inclusion Marketplace efforts in Greater Akron 60000 Lake Erie College 391 W Washington St Painesville OH 44077 N/A PC to support a microgrants program in 2022 10000 The Philanthropy Roundtable 40 West 29th St Suite 301 New York NY 10001 N/A PC Exempt purpose of organization 500 Ashland University 401 College Avenue Ashland OH 44805 N/A PC to support the Morgan Fellows program 32850 Ashland University 401 College Avenue Ashland OH 44805 N/A PC to support a microgrants proram in 2022 10000 Northeast Ohio Medical University Foundation 4209 State Route 44 PO Box 95 Rootstown OH 44272 N/A PC to support the NEOvations program in 2021-22 and 2022-23 58250 West Coast Elite 431 E Grand Ave Suite D El Segundo CA 90245 N/A PC for operating support for the Youth Basketball Club 10000 Junior Achievement of North Central Ohio 4353 Executive Circle Canton OH 44718 N/A PC for entrepreneurship programming and operations 135000 Akron Urban League 440 Vernon Odom Blvd Akron OH 44307 N/A PC Exempt purpose of organization 20000 Woodridge Local School System 4411 Quick Road Peninsula OH 44264 N/A PC for the benefit of Six District Educational Compact to develop an experiential entrepreneurship education guide that can be integrated into a variety of CTE trades 74000 Fund for Our Economic Future of Northeast Ohio 4415 Euclid Avenue Suite 202 Cleveland OH 44103 N/A PC Exempt purpose of organization 165000 Effective Leadership Academy 4480 Richmond Road Warrensville Heights OH 44128 N/A PC for the 2021-22 Chamber Leadership Academy 3000 Notre Dame College 4545 College Road South Euclid OH 44121 N/A PC to support entrepreneurship activities in 2021-22 and 2022-23 28500 Notre Dame College 4545 College Road South Euclid OH 44121 N/A PC to support a microgrants program in 2022 10000 Cuyahoga Valley Christian Academy 4687 Wyoga Lake Road Cuyahoga Falls OH 44224 N/A PC to coordinate and implement Hack 21 and support Global Entrepreneurship Week marketing efforts 6100 First Congregational Church of Hudson 47 Aurora Street Hudson OH 44236 N/A PC Exempt purpose of organization 10000 First Congregational Church of Hudson 47 Aurora Street Hudson OH 44236 N/A PC for community outreach efforts, to recognize Burt and Peg Morgan's role in the Hudson community 500 Hudson Bandstand Inc 49 E Main Street Hudson OH 44236 N/A PC for the 2021 summer concert series 2500 Hudson Community First 49 E Main Street PO Box 944 Hudson OH 44236 N/A PC for the Career Panel/Intern for a Day program 6000 Hudson Community Foundation 49 E Main Street PO Box 944 Hudson OH 44236 N/A PC to provide ongoing support for the Hudson Independence Day fireworks display 7500 Lafayette-Orinda Presbyterian Church 49 Knox Drive Lafayette CA 94549 N/A PC Exempt purpose of organization 20000 Champion Presbyterian Church 4997 Mahoning Ave NW Warren OH 44483 N/A PC In memory of Edith Burge 250 Oberlin College 50 N Professor St Peters Hall G27 Oberlin OH 44074 N/A PC to support a microgrants program in 2022 10000 Community Legal Aid Services Inc 50 South Main Street Suite 800 Akron OH 44308 N/A PC Exempt purpose of organization 20000 Akron Zoological Park 500 Edgewood Avenue Akron OH 443072199 N/A PC Exempt purpose of organization 10000 Philanthropy Ohio 500 South Front Street Suite 900 Columbus OH 43215 N/A PC for professional development and strategic planning 3000 Philanthropy Ohio 500 South Front Street Suite 900 Columbus OH 43215 N/A PC for membership, operating, and conference support 20000 Allegheny College 520 North Main Street Meadville PA 16335 N/A PC to support the expansion of programming in Allegheny Colleges Lab for Innovation & Creativity 25000 Crafty Mart 526 S Main St Suite 217 Akron OH 44210 N/A PC for the 2021 Maker Sessions 10000 Bounce Innovation Hub 526 S Main Street Akron OH 44311 N/A PC for 2021 entrepreneurial programming 265000 Bounce Innovation Hub 526 S Main Street Akron OH 44311 N/A PC to support an EIR program for entrepreneurs of color 27500 Project LEARN of Summit County 60 S High St Akron OH 44326 N/A PC Exempt purpose of organization 2000 National Multiple Sclerosis Society 6155 Rockside Rd Suite 202 Independence OH 44131 N/A PC Exempt purpose of organization 5000 The Well Community Development Corporation 647 E Market Street Akron OH 44304 N/A PC to support the Akron Food Works program in 2021-2022 67000 Friends of Ginn Academy Corporation 665 East 162nd Street Cleveland OH 44110 N/A PC Exempt purpose of organization 5000 Akron-Urban Minoruty Alcoholism Drug Abuse Outreach Program Inc 665 West Market Street Akron OH 44303 N/A PC Exempt purpose of organization 20000 JumpStart Inc 6701 Carnegie Avenue Suite 100 Cleveland OH 44103 N/A PC to support programming for entrepreneurs 5000 JumpStart Inc 6701 Carnegie Avenue Suite 100 Cleveland OH 44103 N/A PC for the Core City program 5000 JumpStart Inc 6701 Carnegie Avenue Suite 100 Cleveland OH 44103 N/A PC to fund the Burton D. Morgan Mentoring Program 334000 SEALKIDS 6724 Perimeter Loop Rd Suite 314 Bremen OH 43017 N/A PC Exempt purpose of organization 50000 The Entrepreneurs EDGE 6801 Brecksville Road 160 Independence OH 44131 N/A PC for the 2021 EDGE Fellows program to support Fellows working with Scalerator NEO companies 26000 Tulane University 6823 St Charles Avenue New Orleans LA 70118 N/A PC for the 2021-22 Novel Tech Challenge 50000 The Children's Advocacy Center of Portage County 6847 N Chestnut Street Ravenna OH 44266 N/A PC Exempt purpose of organization 175 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 N/A PC to support Entrepreneurship Academy activities in 2020-21 2500 United Disability Services Inc 701 South Main St Akron OH 443111019 N/A PC to support the All-Star Training Club 200 Family & Community Services Inc 705 Oakwood St Suite 221 Ravenna OH 44266 N/A PC Exempt purpose of organization 20000 Ausbon Sargent Land Preservation Trust 71 Pleasant Street PO Box 2040 New London NH 03257 N/A PC Land preservation 5000 Stan Hywet Hall & Gardens Inc 714 N Portage Path Akron OH 44303 N/A PC Exempt purpose of organization 10000 Williams College 75 Park Street Williamstown MA 01267 N/A PC for the Williams College Alumni Fund, to be directed to the Williams College Museum of Art 5000 Hudson Montessori School 7545 Darrow Road Hudson OH 44236 N/A PC Exempt purpose of organization 5000 Hudson City School District 76 N Hayden Parkway Hudson OH 44236 N/A PC to support Hudson High School clubs 16000 Hudson City School District 76 N Hayden Parkway Hudson OH 44236 N/A PC for Six District Education Compact, to be used for EntrepreNEWpilot II training 6000 North Akron Community Development Corporation 760 Elma Street Akron OH 44310 N/A PC for entrepreneurship programming 20000 Hudson Job Search 7666 Hudson Park Drive Hudson OH 44236 N/A PC Exempt purpose of organization 7500 Lakeland Foundation 7700 Clocktower Drive Kirtland OH 44094 N/A PC to support a microgrants program in 2022 10000 Humane Society of Summit County 7996 Darrow Road Twinsburg OH 44087 N/A PC for the MABEL Care Fund, which supports the MABEL Mobile Veterinary Clinic 5000 Norman Rockwell Museum 9 Glendale Road PO Box 308 Stockbridge MA 01262 N/A PC for the Team Happy Birthday Miss Jones! fundraising strategy 1000 Norman Rockwell Museum 9 Glendale Road PO Box 308 Stockbridge MA 01262 N/A PC for the Norman Rockwell Leaders Program during the 2021-22 academic year 20000 Hudson Library and Historical Society 96 Library Street Hudson OH 44236 N/A PC to support local Global Entrepreneurship Week activities 14150 University of Massachusetts - Lowell One University Ave Lowell MA 01854 N/A PC to sponsor the Deshpande Symposium 2022 15000 Northeast Ohio STEM Alliance PO Box 1146 Hudson OH 44236 N/A PC for the Hudson Middle School Science Olympiad Team 1500 Serving Women in Ghana PO Box 127 Wooster OH 44691 N/A PC to purchase surgical instruments and equipment 10000 Association of Fundraising Professionals Northeast Ohio Chapter PO Box 1286 Bath OH 44210 N/A PC to support National Philanthropy Day 2021 with a Vanguard Sponsorship 500 Hudson Community Service Association PO Box 1472 Hudson OH 44236 N/A PC for the Helping Hands Assistance Fund 8000 Cleveland School of the Arts Board of Trustees PO Box 18265 Cleveland OH 44118 N/A PC to participate in Changemaker activities in the 2021-22 academic year 66072 Ears To You PO Box 190 Hinkley OH 44233 N/A PC Exempt purpose of organization 5000 The Hudson Players Guild Inc PO Box 2159 Hudson OH 44236 N/A PC to upgrade lighting 15000 Hudson Heritage Association PO Box 2218 Hudson OH 44236 N/A PC for a 2021 Preservationist Membership 250 Cleveland Leadership Center PO Box 23613 Chagrin Falls OH 44023 N/A PC to showcase student entrpreneurs at the Accelerate 2022 civic pitch competition 10000 Music from The Western Reserve PO Box 265 Hudson OH 44236 N/A PC for the 2021-22 concert season 3000 Hudson Rotary Foundation Inc PO Box 323 Hudson OH 44236 N/A PC to support the Scholarship Fund 1000 Moraga Education Foundation PO Box 34 Moraga CA 94556 N/A PC Exempt purpose of organization 7000 Ottawa County Community Foundation PO Box 36 Port Clinton OH 43452 N/A PC for a matching grant 50000 American National Red Cross PO Box 37839 Boone IA 500370839 N/A PC Kentucky tornadoes disaster relief 51000 The Littlest Heroes PO Box 470188 Broadview Heights OH 44147 N/A PC Exempt purpose of organization 250 Boys Hope Girls Hope of Northeastern Ohio PO Box 502 Akron OH 44309 N/A PC to provide counseling and support for students 20000 Let's Get Real Inc PO Box 679 Vermilion OH 44089 N/A PC Exempt purpose of organization 10000 The Bail Project PO Box 750 Venice CA 90294 N/A PC Exempt purpose of organization 20000 Hudson-Landsberg Sister City PO Box 1382 Hudson OH 442360882 N/A PC for the 2021 Christkindlmarkt 5000 RAHAB Ministries PO Box 13866 Fairlawn OH 44334 N/A PC Exempt purpose of organization 500 Williams Challenge PO Box 14752 Akron OH 44321 N/A PC Exempt purpose of organization 250 Rose's Rescue Company PO Box 33 Rootstown OH 44272 N/A PC Exempt purpose of organization 175 Social Good Fund PO Box 5473 Richmond CA 94805 N/A PC for the benefit of the Homies Empowerment program 10000 Sanctuary for Senior Dogs PO Box 609054 Cleveland OH 44109 N/A PC Exempt purpose of organization 250 Hiram College PO Box 67 Hiram OH 442340067 N/A PC to support Center for Integrated Entrepreneurship activities 15300 Hiram College PO Box 67 Hiram OH 442340067 N/A PC to support a microgrants program in 2022 10000 Inspiring Minds PO Box 8512 Warren OH 44484 N/A PC for education, college, and career readiness; exposure to new experiences; health and wellness; and personal development for youth 5000 6468717 John Carroll University 1 John Carroll Blvd University Heights OH 44118 N/A PC to support LaunchNet JCU programming 151707 Lorain County Community College Foundation 1005 North Abbe Road Elyria OH 44035 N/A PC to support LaunchNet LCCC programming 117174 Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 N/A PC to support LaunchNet CWR programming 115726 University of Akron Research Foundation 170 University Circle GDYR 312 Akron OH 44325 N/A SO III FI to support the STRIDE Accelerator 50000 Cleveland State University Foundation 2121 Euclid Ave Cleveland OH 44115 N/A PC to support entrepreneurship programming 50000 Baldwin Wallace University 275 Eastland Road Berea OH 44017 N/A PC to support LaunchNet BW programming 104674 Venture for America Inc 307 7th Avenue Suite 1201 New York NY 10001 N/A PC to support NEO Fellows attendance at Training Camp and Training Camp Redux, and cultivation of Akron as a host city 75000 Kent State University Foundation 350 Lincoln Street PO Box 5190 Kent OH 44242 N/A PC to support the Developing Entrepreneurship in Postsecondary Education for Justice-involved Learners 82150 Kent State University Foundation 350 Lincoln Street PO Box 5190 Kent OH 44242 N/A PC to support LaunchNet KSU programming 176487 Northeast Ohio Medical University Foundation 4209 State Route 44 Rootstown OH 44272 N/A PC to support the NEOvations program 58250 Notre Dame College 4545 College Road South Euclid OH 44121 N/A PC to support entrepreneurship activities 28500 Bounce Innovation Hub 526 S Main Street Suite 609E Akron OH 44311 N/A PC to support an Entrepreneur- in- Residence program for entrepreneurs of color 27500 1037168 14 1369 14 3308310 16 100 900001 2569 18 9042985 Other Partnership Income 900001 3958 01 225046 Class Action Settlements 01 933 6527 12578743 0 12585270 0 0 0 0 0 0 0 0 0 0 Audit 16000 2097 13903 Retirement Plan Fees 24703 3239 21597 Tax Preparation 4500 590 3910 Furniture 1993-06-30 1925 1925 SL 10.000000000000 0 0 Furn 1993-08-31 3844 3844 SL 10.000000000000 0 0 CHAIRS-FOREMOST 1994-02-28 1394 1394 SL 10.000000000000 0 0 FILE CABINETS-FOREMOST 1994-04-30 1003 1003 SL 10.000000000000 0 0 FILE CABINET 2000-02-20 1306 1306 SL 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Hall. 0 To the knowledge of the grantor no funds have been diverted. 09/27/22 2022-09-27 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Summit Medina Business Alliance Inc (SMBA) 526 S Main Street Suite 813 Akron OH 44311 2019-09-18 25000 Exclusively for the administration of educational activities in 2020. SMBA deploys its services primarily through workshops and one-on-one counseling focusing on the "nuts and bolts" of owning a business, such as accounting, taxes, marketing, and human resources. 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FMV 330464 330464 Franklin Small Cap Brw Fund FMV 6424501 6424501 H.I.G. Whitehorse Luxembourg Loan Feeder Fund FMV 2076817 2076817 H.I.G. Whitehorse Offshore Loan Feeder Fund FMV 4432957 4432957 Harrison Street Core Property Fund LP FMV 5366796 5366796 NEO Capital Fund LP FMV 275256 275256 Riverside Micro Cap Fund IV - B FMV 3672023 3672023 Riverside Micro Cap Fund IV-A FMV 9395594 9395594 SPDR S&P 500 ETF FMV 15485596 15485596 TRG Forestry Fund 8-B LP FMV 20000 20000 Vanguard Index Tr Mid Cap Admiral Fund FMV 16910113 16910113 Vanguard Instl Index Fund FMV 36037979 36037979 Furniture 1925 1925 0 Furn 3844 3844 0 CHAIRS-FOREMOST 1394 1394 0 FILE CABINETS-FOREMOST 1003 1003 0 FILE CABINET 1306 1306 0 DESK - BREWSTER STROUD 952 952 0 FURNITURE 1740 1740 0 FILE CABINET 1306 1306 0 PORTRAIT 30 X 24 3400 3400 0 LATERAL FILE 1494 1494 0 FIREKING FILE 1574 1574 0 FURNITURE 799 799 0 FURNITURE 10757 10757 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 4440 4440 0 BDM PORTRAIT 3400 3400 0 WINDSOR CHAIRS 5023 5023 0 MAINE COTTAGE 453 453 0 INTERSTATE 4726 4726 0 FURNITURE 61600 61600 0 CHEST 2100 2100 0 MAPLE SERVER 750 750 0 ROCKWELL PRINT 7050 7050 0 CREDENZA 1389 1389 0 FURNITURE 1184 1184 0 FRAMING 1414 1414 0 FURNITURE 12059 12059 0 FURNITURE 87605 87605 0 Baldwin House 14493 5102 9391 Baldwin House 47482 16718 30764 Gardens Limited-Lanscaping 11772 11772 0 Gardens Limited-Landscaping 10365 10365 0 Gardens Limited-Lanscaping 23819 23819 0 Gardens Limited-Lanscaping 3850 3850 0 Gardens Limited-Landscaping 2460 2460 0 Gardens Limited-Landscaping 1489 1489 0 Rockwell Print-Downhill Racer 3850 3850 0 Warwick Communications 53509 53509 0 Land 233024 0 233024 Gardens Limited 18810 18810 0 Rose Upholstry - chair 870 870 0 Exterior lights 1039 1039 0 Parking lot signs 1086 1086 0 Builing - purchase and costs 798176 305967 492209 Architect fees 120903 46347 74556 Architect fees 75387 28899 46488 Bath Specialities (Welty - Item no. 9) 4031 4031 0 Grading & Earthwork (Welty - Item No. 14) 141413 141413 0 Site Utilities (Welty - Item No. 15) 17573 17573 0 Concrete Paving (Welty Item No. 21/22) 14757 14757 0 Flooring (Welty Item No. 35/CO9/CO17) 74670 74670 0 Fire Extinguishers (Welty Item No. 38/39) 758 758 0 Window Treatments (Welty Item No. 41) 9718 9718 0 Security System (Welty Item No. 49/CO18) 17876 17876 0 Toilet Seat Covers (Welty Item No. CO3) 201 201 0 Site Concrete (Welty Item No. CO6) 17040 17040 0 Concrete Extras (Welty Item No. CO11) 3502 3502 0 Mirrors (Welty Item No. CO21/CO25) 939 939 0 Renovations 22 Aurora St. 1796368 688608 1107760 Kitchen backsplash 1486 1486 0 Welty Renovations - Baldwin House 35000 12323 22677 Construction Costs 128697 45311 83386 Signage - lobby & restroom 6266 6092 174 Architectural Services 12090 4382 7708 Wrought iron fence and misc 6666 6554 112 Install cut stone in fountain 2552 2509 43 Boardroom credenza 1437 1437 0 Blue sideboard - kitchen 3812 3812 0 Framing Denison 450 450 0 Framing Downhill Racer 527 527 0 Rockwell Print Extra Good Boys & Girls 10050 10050 0 Upholstery Mr. Morgan's chairs 1700 1700 0 Framing Rockwell Santa 1301 1301 0 Framing Purdue 905 905 0 Baldwin House - landscaping 5588 5247 341 Landscaping - BH 11579 10872 707 Construction Costs 21730 7650 14080 Baldwin House - Arch Services 455 160 295 Water meter 675 634 41 Landscape Arch Design - BH 1125 1056 69 Arch Services 982 347 635 Reprogramming Board room equipment 3900 3900 0 Baldwin House 324 114 210 Rear stairwell door 2933 1026 1907 Construction Costs 17521 6169 11352 JCVN Officer Chair 1453 1453 0 DMG Office Chair 1453 1453 0 MEE Credenza 2169 2169 0 BDM Portrait-Mitsuno Ishii Reedy 6500 6500 0 Door, hardware and installation 2234 773 1461 Basement dehumidifier 2059 703 1356 Sewage Pump - basement 1563 534 1029 BH Threshold basement 455 154 301 Exterior lamps and wiring 731 731 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 Baldwin House exterior painting 1710 571 1139 Telephone Lines 2562 854 1708 Norman Rockwell "America Marches Forward" 4050 4050 0 Framing "America Marches Forward" 594 594 0 2 Drawer Lateral Fire King File 1395 1395 0 2 Drawer Lateral Fire King File 1395 1395 0 Roof Restoration / Siding Replacment 10900 9145 1755 Improvements 1652 509 1143 Chenoweth portrait 1262 1262 0 Norman Rockwell "High Dive" 6500 6500 0 Framing "High Dive" 1890 1890 0 Computer Monitor - (SKL -2) 169 169 0 Bromelkamp Egrant software module 11313 11313 0 Bldg final payment 5000 1375 3625 Norman Rockwell "County Agriculture Agent" 6000 6000 0 Frame for Rockwell - County Ag 1673 1673 0 2 Benches in Courtyard 1128 1128 0 Fountain Painting and Fram 900 900 0 BDFM Bldg painting "artwork" 550 550 0 DDH Laptop (Reserve 2) 879 879 0 SKL - Monitor 151 151 0 Shadowbox for glider suit 2575 2383 192 GMD Monitor 139 139 0 GMD Task Chair 526 483 43 First Pearl License (4) 1220 1220 0 Plastic vapor barrier for crawl space 1100 629 471 HVAC expansion tank 2150 1242 908 Tripp-Lite Rackmount KVM console 679 679 0 Phone system equip - router & trunk 1404 1111 293 Architect Fees 24039 4057 19982 HVAC Compressor 3063 1514 1549 Tech design & Install 4811 811 4000 Wireless Upgrade 3797 3797 0 Backup ISP 1199 1199 0 Remodel - Ruhlin Pymt 1 36011 6076 29935 Innovation Rm Furnishings (down pymt) 14503 9789 4714 P. Kelley 38th Street painting 6000 4200 1800 Remodel Ruhlin payment 2 65578 11065 54513 BDM portrait (Farr) 3400 2040 1360 Artwork "Playground" Harriet Morore Ballard 6000 4050 1950 Data and phone cabling 1264 214 1050 Ruhlin remodel - payment 3 70408 11881 58527 iPad Air 2 - DDH 750 750 0 Wireless polycom phone 1450 1450 0 Innovation Room furnishngs - 2nd pymt 13068 8821 4247 Security airphone - innovation rm 965 652 313 Server switch upgrade 11466 11466 0 Sandstone steps in courtyard 4220 1851 2369 Ruhlin remodel - final payment 16774 2830 13944 iPad Air 3 DMG 678 678 0 Gault Portrait 1000 633 367 Innovation furniture final payment 1435 922 513 Modular Panels - Library/office 1650 1045 605 Frame - Gault Portrait 441 279 162 NEOLaunchNet Software Platform 63960 63960 0 New Funeral Door 3720 589 3131 Frame for BDM Portrait (Farr) 565 340 225 Dell Lattitude Laptop Spare 989 989 0 Cisco Meraki Firewall Upgrade 3620 3620 0 PRISM II software conversion 1913 1083 830 HVAC Zone Controller Zone 5 1304 727 577 Suncrest Gardens - front bed landscaping 6876 2441 4435 D. Griggs monitors (2) 358 358 0 Digital signage system 3349 1647 1702 Toshiba phone system and installatin 15747 8005 7742 Optiplex desktop computer - SKL 774 774 0 Lattitude E5570 laptop DDH 1171 390 781 Video intercom door system 3490 1009 2481 Workroom A/C unit and roof condenser 9760 3741 6019 Security camera upgrade 3975 1492 2483 Cellular Communicator for Security System 1260 473 787 Akoya grants mgmt platform 5715 3810 1905 eGrant builder platform 2500 2500 0 VUB laptop Latitude 5580 1923 1923 0 Optiplex 5050 desktop computer - JMS 1293 1293 0 Add'l configuration to NLN platform 1950 1333 617 Hot water tank - basement 2051 701 1350 Addn to NLN platform for JCU 1125 731 394 Heat exchanger unit 5100 1020 4080 Add'l configuration to Akoya platform 4781 4781 0 Add'l configuration to eGrant platform 960 933 27 2nd Add'l configuration to Akoya platform 5325 5177 148 Latitude E5590 Laptop EBW & setup 2120 2003 117 Latitude E5590 Laptop Innov Rm & Set up 2022 1910 112 Optiplex 5060 Desktop DMG & set up 1580 1493 87 Access upgrade to Doors.net 2083 1966 117 Herman Miller Embody Chair JMS 935 250 685 Barco wireless presentation system Innov Rm 4054 1046 3008 Erbaugh portrait & framing 1659 387 1272 Dehumidifier for vault room in basement 3920 849 3071 Latitude 5500 Laptop AKE 1667 1019 648 Latitude 5500 Laptop GMD 1667 1019 648 Latitude 5500 Laptop DDH 1667 1019 648 Dell Latitude 5500 SVR Laptop DMG 1709 855 854 Dell Latitude 5500 SVR Laptop SKL 1709 855 854 Dell Latitude 5501 lapton MCM 1704 805 899 Landscape Plants 1884 408 1476 Boiler pumps and motors 4041 291 3750 SharePoint Server Migration 10163 1575 8588 Latitude 5520 Laptop VUB 1820 455 1365 Latitude 5520 Laptop Innovation Rm 1820 455 1365 CPW5V-22 Sewer Ejection Pump 2286 102 2184 Boardroom and Innov Rm AV Equipment 33670 3367 30303 Boardroom Meeting Camera 1636 109 1527 YIPPEE Platform v.1 185000 3083 181917 Buckingham Doolittle & Burroughs 10061 1319 8742 Schneider Smeltz Speith Bell LLP 2171 285 1886 Fisher Broyles, LLP 65 9 56 Elfvin, Klingshirn, Royer & Torch, LLC 7685 1007 6678 457(b) Plan Investments 142500 178500 178500 PRI Loan to Manufacturing Advocacy and Growth Network 13158 3314 3314 Auto 8520 1117 7403 Dues & Subscriptions 16259 2132 14128 Filing Fee 225 29 196 Insurance 30834 4042 26792 Maintenance 37201 4877 32324 Office Services 81472 10681 70791 Office Supplies 5978 784 5194 Bank Service Charges 209 27 182 Direct Program Expense 715492 0 687917 Nonprofit Meetings 198 0 198 Events (Trustee meeting & other) 25604 3357 22247 Limited Partnerships per K-1s 0 187985 0 Other Partnership Income 229004 72971 229004 Class Action Settlements 933 933 933 Unrealized Gains 21702088 Returned Grants 8250 457(b) Plan Liabilities 142500 178500 Consulting 72893 9556 52563 HIG Fees - 2016 117705 117705 0 HIG Fees - 2020 (Luxembourg) 197556 197556 0 Harrison Street Fees 59928 0 0 Inv Mgt Fees 274295 274295 0 Custodial Fees 38670 38670 0 Investment Consulting Fees 106202 106202 0 Excise Tax 145000 0 0