2021-06-15T10:39:41-05:00 2020-12-31 364267431 PEASE & ASSOCIATES LLC 1422 EUCLID AVE SUITE 400 CLEVELAND OH 44115 990PF 2020-01-01 341372066 DEACONESS FOUNDATION FKA DEACONESS COMMUNITY FOUNDATION DEAC 2167414077 2 SUMMIT PARK DRIVE SUITE 120 INDEPENDENCE OH 44131 CATHY BELK PRESIDENT 2167414077 2021-06-15 1 CATHY BELK 999009999 MARK E NOBLE P00743214 2163489600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 61608320 X 12731 1472495 1472495 11193313 64601271 11193313 16500 0 12695039 12665808 239879 2399 247013 182234 0 179935 65069 155 62921 3032 0 3032 20635 0 20135 151752 0 163126 220169 18180 28447 8095 0 47095 0 42611 2196 0 2647 283442 206182 65465 1223598 226916 815332 2541500 2541500 3765098 226916 3356832 8929941 12438892 25940 32196 32196 1546100 2547605 2547605 5449 1375 5449 5449 21942 7736 7736 54463645 58974408 58974408 81718 40792 49021 40926 40926 64671 0 0 56172694 61608320 61608320 73555 117237 14000 73555 131237 X 55322281 61477083 776858 0 56099139 61477083 56172694 61608320 56099139 8929941 0 65029080 3551997 61477083 PUBLICLY TRADED SECURITIES P 64601271 53407958 11193313 11193313 11193313 172901 0 172901 0 172901 82712 0 134000 0 216712 0 43811 43811 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 WWW.DEACONESSFDN.ORG CATHY BELK 2167414077 2 SUMMIT PARK DRIVE SUITE 120 INDEPENDENCE OH 44131 0 0 0 0 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 44156 0 814 DEBORAH VESY 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 FORMER PRESIDENT & CEO 40.00 195723 15541 10842 COLETTE JONES 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 CARRIE CLARK 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 SCOTT HAMILTON 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 MAGGIE JACKSON 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 JOE NANNI 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TREASURER/ASST SECRETARY 0.50 0 0 0 JOHN NESTOR 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 ANN O'BRIEN 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 0.50 0 0 0 LAWRENCE YUNASKA 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 TRUSTEE 0.50 0 0 0 THOMAS LITTMAN 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 ALLISON RAND 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE PRESIDENT, GRAN 40.00 96627 8116 16557 MARY MARGEVICIUS 2 SUMMIT PARK DRIVE 120 INDEPENDENCE OH 44131 VICE PRESIDENT, FINA 30.00 90394 7420 1987 0 CLEARSTEAD 1100 SUPERIOR AVENUE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTING 88289 DIX AND EATON 200 PUBLIC SQUARE SUITE 3900 CLEVELAND OH 65714 COMMUNICATIONS / PUBLIC RELATIONS 65714 0 0 51835025 3101613 0 54936638 0 0 54936638 824050 54112588 2705629 2705629 172901 172901 2532728 0 2532728 0 2532728 3356832 0 3356832 0 3356832 2532728 899111 0 0 3356832 899111 0 0 2457721 0 0 0 0 0 0 0 0 75007 0 0 0 X BOYS AND GIRLS CLUBS OF CLEVELAND 3340 TROWBRIDGE AVE CLEVELAND OH 44109 PC FOR THE CLUB SMART LEARNING CENTERS ($50,000); PROFESSIONAL DEVELOPMENT ($1,000) 51000 BVU THE CENTER FOR NONPROFIT EXCELLENCE 1300 EAST 9TH STREET SUITE 1805 CLEVELAND OH 44114 PC FOR SERVICES TO NONPROFITS ($90,000); PROFESSIONAL DEVELOPMENT ($1,000). 91000 CITY CLUB OF CLEVELAND 850 EUCLID AVENUE CLEVELAND OH 44114 PC FOR THE WORKFORCE DEVELOPMENT SERIES ($10,000); PROFESSIONAL DEVELOPMENT ($1,000). 11000 COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET CLEVELAND OH 44113 PC TO DEVELOP AND LAUNCH THE MAP DATABASE OF POSTSECONDARY TRAINING OPPORTUNITIES ($35,000); CAREER ADVISING PROGRAM ($179,000); COVID-19 EMERGENCY SUPPORT ($100,000); PROFESSIONAL DEVELOPMENT ($500). 314500 CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 PC TO SUPPORT THE WORKFORCE CONNECT HEALTHCARE SECTOR PARTNERSHIP. 100000 DOVER UNITED CHURCH OF CHRIST 2239 DOVER CENTER ROAD WESTLAKE OH 44145 PC FOR THE STREET MINISTRY. 4200 EDWINS LEADERSHIP & RESTAURANT INSTITUTE 13101 SHAKER SQUARE CLEVELAND OH 44120 PC FOR THE CULINARY TRAINING PROGRAM. 1500 FUND FOR OUR ECONOMIC FUTURE OF NORTHEAST OHIO 1360 EAST NINTH STREET SUITE 210 CLEVELAND OH 44114 PC FISCAL SPONSORSHIP OF THE CUYAHOGA COUNTY WORKFORCE FUNDERS GROUP FOR WORKFORCE CONNECT ($150,000); TO COMPLETE A CASE STUDY OF THE CUYAHOGA COUNTY WORKFORCE FUNDERS GROUP ($34,000); FOR 2019-2021 MEMBERSHIP ($50,000). 234000 GREATER CLEVELAND COVID-19 RAPID RESPONSE FUND OF THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 PC TO SUPPORT THE FUND'S MISSION OF LESSENING THE IMPACT OF THE COVID-19 PANDEMIC TO THE GREATER CLEVELAND REGION. THE FUND FOCUSES ON PROVIDING SUPPORT FOR BASIC NEEDS, HOUSING CHALLENGES, DISTRIBUTION OF PERSONAL PROTECTIVE EQUIPMENT, AND COVID-19 CONTACT TRACING, TESTING, AND VACCINATION. 100000 IMANI UNITED CHURCH OF CHRIST 1505 EAST 260TH STREET EUCLID OH 44132 PC FOR OUTREACH AND MINISTRY PROJECTS. 5200 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH STREET CLEVELAND OH 44113 PC FOR THE EMPLOYMENT AND ECONOMIC SECURITY LAW PRACTICE ($130,000); PROFESSIONAL DEVELOPMENT ($500). 130500 MT ZION CONGREGATIONAL CHURCH UCC 10723 MAGNOLIA DRIVE CLEVELAND OH 44106 PC FOR THE CHRISTIAN BUSINESS LEAGUE. 5000 OHIOGUIDESTONE 202 EAST BAGLEY ROAD BEREA OH 44017 PC FOR THE WORKFORCE 360 PROGRAM IN CUYAHOGA COUNTY ($50,000); PROFESSIONAL DEVELOPMENT ($500). 50500 OPEN DOORS ACADEMY 1427 EAST 36TH STREET NO 4206A CLEVELAND OH 44114 PC FOR COLLEGE AND CAREER READINESS PROGRAMMING AND FOR POST-SECONDARY COUNSELORS ($145,000); COVID-19 EMERGENCY SUPPORT ($100,000); PROFESSIONAL DEVELOPMENT ($1,000). 246000 PHILANTHROPY OHIO 500 SOUTH FRONT STREET SUITE 900 COLUMBUS OH 43215 PC TO SUPPORT LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 10000 RIDGE ROAD UNITED CHURCH OF CHRIST 6050 RIDGE ROAD CLEVELAND OH 44129 PC FOR DISTRIBUTION OF SCHOOL SUPPLIES AND OTHER NEEDED ITEMS THROUGH SOUTHWEST COMMUNITY SERVICES AND MEAL SERVICE. 5200 SAINT PAUL'S COMMUNITY CHURCH 4427 FRANKLIN BLVD CLEVELAND OH 44113 PC FOR THE FAITH-BASED JOBS READINESS PROGRAM. 5200 THE CENTERS FOR FAMILIES AND CHILDREN 4500 EUCLID AVENUE CLEVELAND OH 44103 PC FOR COVID-19 EMERGENCY SUPPORT TO TRANSITION EL BARRIO TO HYBRID DELIVERY SERVICE ($37,000); PROFESSIONAL DEVELOPMENT ($1,000). 38000 THE MANUFACTURING ADVOCACY AND GROWTH NETWORK (MAGNET) 1768 E 25TH STREET CLEVELAND OH 44114 PC FOR THE WORKFORCE CONNECT MANUFACTURING SECTOR PARTNERSHIP. 500000 THE SALVATION ARMY 2507 EAST 22ND STREET CLEVELAND OH 44115 PC FOR THE PROMOTING ACCESS TO CREDENTIALS AND EMPLOYMENT(PACE) PROGRAM ($45,000); PROFESSIONAL DEVELOPMENT ($500). 45500 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 PC FOR GENERAL OPERATING SUPPORTING, INCLUDING THE AREAS OF DIGITAL SECURITY, TECHNOLOGY UPGRADES, LEGAL SUPPORT, REI TRAINING, VIRTUAL COACHING TOOLS, AND ADVOCACY STAFF SUPPORT ($206,000); COVID-19 EMERGENCY SUPPORT ($100,000); PROFESSIONAL DEVELOPMENT ($1,000). 307000 WEST PARK UCC 3909 ROCKY RIVER DR CLEVELAND OH 44111 PC FOR THE COVID-19 EMERGENCY FOOD PANTRY AND DELIVERY. 5200 YOUTH OPPORTUNITIES UNLIMITED 1361 EUCLID AVE CLEVELAND OH 44115 PC FOR GENERAL OPERATING SUPPORT, YOUTH WORKFORCE PIPELINE, AND CONVENING YOUTH-SERVING ORGANIZATIONS ($180,000); COVID-19 EMERGENCY SUPPORT ($100,000); PROFESSIONAL DEVELOPMENT ($1,000). 281000 2541500 0 PROFESSIONAL FEES 561000 16500 14 1472495 18 11193313 16500 12665808 0 12682308 0 0 0 0 0 0 0 0 0 0 X X 1 THE JOHN HUNTINGTON BENEVOLENT FUND C/O THE CLEVELAND FOUNDATION 1422 E CLEVELAND OH 44115 5438 X 2 THE JOHN R RAIBLE FUND C/O THE CLEVELAND FOUNDATION 1422 E CLEVELAND OH 44115 7293 X ACCOUNTING 20635 0 20135 THE OHIO ATTORNEY GENERAL HAS EXEMPTED THIS ORGANIZATION FROM REGISTRATION IN THE STATE OF OHIO. SCHAFER FMV 563 563 FEDERATED TOTAL RETURN FMV 12154482 12154482 PIMCO DIVERSIFIED FMV 2914023 2914023 FIDELITY 500 FMV 13999204 13999204 TRANSAMERICA FMV 4159658 4159658 VANGUARD WCM FMV 4613427 4613427 PIMCO ALL ASSET FMV 4991515 4991515 INVESCO FMV 2093869 2093869 AQR FMV 2540417 2540417 FIDELITY MID CAP FMV 1542263 1542263 GOLDMAN SACHS SMALL CAP FMV 1249812 1249812 LOOMIS SAYLES SMALL CAP FMV 1293927 1293927 TRUST DISTRIBUTION ACCOUNT FMV 27993 27993 NON TRUST - FIDELITY 500 FMV 2021779 2021779 NON TRUST - VANGUARD WCM FMV 641551 641551 NON TRUST - PIMCO DIVERSIFIED FMV 409644 409644 NON TRUST - SCHAFER FMV 79 79 NON TRUST - TRANSAMERICA FMV 602469 602469 NON TRUST - PIMCO ALL ASSET FMV 743234 743234 NON TRUST - FEDERATED TOTAL RETURN FMV 1715656 1715656 NON TRUST - AQR FMV 355658 355658 NON TRUST - INVESCO FMV 309783 309783 NON TRUST - FIDELITY MID CAP FMV 217414 217414 NON TRUST - GOLDMAN SACHS SMALL CAP FMV 179973 179973 NON TRUST - LOOMIS SAYLES SMALL CAP FMV 184841 184841 NON TRUST DISTRIBUTION ACCOUNT FMV 11174 11174 LEGAL 3032 0 3032 DIVIDENDS RECEIVABLE 62451 0 0 INTEREST RECEIVABLE 2220 0 0 UNREALIZED LOSS ON INVESTMENTS 3551997 DUES AND SUBSCRIPTIONS 8668 0 8911 INSURANCE 26432 0 19987 INVESTMENT MANAGEMENT FEES 206182 206182 0 OTHER PURCHASED SERVICES 35531 0 35440 SERVICE CONTRACTS 6629 0 1127 PROFESSIONAL FEES 16500 16500 MANAGEMENT & CONSULTING 151752 0 163126 MISCELLANEOUS TAXES, PERMITS, AND LICENSES 18701 18180 117 NET INVESTMENT INCOME TAX 173646 0 0 PAYROLL TAXES 27822 0 28330