2019-11-06T08:41:11-06:00 2018-12-31 134008324 PRICEWATERHOUSECOOPERS LLP 200 PUBLIC SQUARE 19TH FLOOR CLEVELAND OH 44114 990PF 2018-01-01 472560651 THE WESLEY FAMILY FOUNDATION WESL 4403146325 30100 CHAGRIN BLVD NO 301 PEPPER PIKE OH 44124 JOSEPH O WESLEY PRESIDENT/DIRECTOR 4403146325 2019-11-06 1 DAVID KERNER P00639778 2168753000 155.201.47.140 2019-11-06 08:39:33 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C1F3D843037C34191E5A6582FD69AA90E08624A6 2018 2020-04-17 16:48:07Z X 6043325 X 804454 128311 128240 397965 1607229 397965 1330730 526205 0 0 0 0 0 9980 0 0 9980 18198 18198 0 0 20502 20502 0 0 48680 38700 0 9980 311000 311000 359680 38700 0 320980 971050 487505 0 28760 23615 23615 5273538 6037502 6019710 5302298 6061117 6043325 0 0 X 5000000 5000000 0 0 302298 1061117 5302298 6061117 5302298 6061117 5302298 971050 0 6273348 212231 6061117 2018 BAIRD STATEMENT #9517 P 2018-01-01 2018-12-31 401464 405738 -4274 -4274 2018 BAIRD STATEMENT #9517 P 2018-01-01 2018-12-31 246722 225128 21594 21594 2018 BAIRD STATEMENT #0050 P 2018-01-01 2018-12-31 1029 18105 -17076 -17076 2018 BAIRD STATEMENT #1676 P 2018-01-01 2018-12-31 25000 25000 0 0 2018 BAIRD STATEMENT #1676 P 2018-01-01 2018-12-31 58797 60167 -1370 -1370 2018 BAIRD STATEMENT #0350 P 2018-01-01 2018-12-31 372455 134171 238284 238284 2018 BAIRD STATEMENT #6936 P 2018-01-01 2018-12-31 122863 123051 -188 -188 2018 BAIRD STATEMENT #6936 P 2018-01-01 2018-12-31 240882 183563 57319 57319 2018 BAIRD STATEMENT #1830 P 2018-01-01 2018-12-31 2632 2687 -55 -55 2018 BAIRD STATEMENT #1830 P 2018-01-01 2018-12-31 33376 31654 1722 1722 CAPITAL GAIN DISTRIBUTIONS P 102009 102009 102009 397965 1 9750 0 9750 0 9750 9720 2800 0 12520 X 0 2770 2770 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 0 0 1 N/A JOSEPH WESLEY 4406884416 2875 CHAGRIN RIVER ROAD GATES MILLS OH 44022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH O WESLEY 2875 CHAGRIN RIVER ROAD GATES MILLS OH 44022 PRESIDENT / DIRECTOR 1.00 0 0 0 KIMBERLY A WESLEY 2875 CHAGRIN RIVER ROAD GATES MILLS OH 44022 VICE PRESIDENT / DIRECTOR 1.00 0 0 0 MICHELLE R WESLEY 74 MAY CT CHAGRIN FALLS OH 44022 SECRETARY / DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5971118 22743 0 5993861 0 0 5993861 89908 5903953 295198 295198 9750 9750 285448 0 285448 0 285448 320980 0 320980 0 320980 285448 252092 0 0 320980 252092 0 0 68888 0 0 0 0 0 0 0 0 216560 0 0 0 JOSEPH O WESLEY X AKRON SNOW ANGELS P O BOX 107 CUYAHOGA FALLS OH 44222 PUBLIC CHARITY PC GENERAL SUPPORT 1000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 120 WALL STREET 29 FLOOR NEW YORK NY 10005 PUBLIC CHARITY PC GENERAL SUPPORT 25000 CATHOLIC CHARITIES OF CLEVELAND 1404 EAST NINTH ST CLEVELAND OH 44114 PUBLIC CHARITY PC GENERAL SUPPORT 40000 CLEVELAND ORCHESTRA SEVERANCE HALL 11001 EUCLID AVE CLEVELAND OH 44106 PUBLIC CHARITY PC GENERAL SUPPORT 25000 COACH SAM'S INNER CIRCLE FOUNDATION 23715 MERCANTILE ROAD 217A BEACHWOOD OH 44122 PUBLIC CHARITY PC GENERAL SUPPORT 40000 GILMOUR ACADEMY 34001 CEDAR ROAD GATES MILLS OH 44040 PUBLIC CHARITY PC GENERAL SUPPORT 100000 MUSIC UNITES 24 PHEASANT RUN OLD TAPPAN NJ 07675 PUBLIC CHARITY PC GENERAL SUPPORT 25000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PULBLIC CHARITY PC GENERAL SUPPORT 15000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATON ISLAND NY 10306 PUBLIC CHARITY PC GENERAL SUPPORT 20000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD JACKSONVILLE FL 32256 PUBLIC CHARITY PC GENERAL SUPPORT 20000 311000 0 14 20693 14 107618 03 397965 0 526276 0 526276 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH O WESLEY 2875 CHAGRIN RIVER ROAD GATES MILLS OH 44022 804454 X 1 210 SHS AMDOCS LTD 12234 2018-12-28 1 260 SHS BOOZ ALLEN HAMILTON HOLDING CORP 11701 2018-12-31 1 25 SHS CABLE ONE INC 20253 2018-12-28 1 110 SHS COLUMBIA SPORTWEAR COMPANY 9293 2018-12-28 1 135 SHS DIAMONDBACK ENERGY INC 12394 2018-12-28 1 195 SHS FLIR SYSTEMS INC 8331 2018-12-28 1 85 SHS KLA TENCOR CORP 7579 2018-12-28 1 170 SHS PERKINELMER INC 13168 2018-12-28 1 90 SHS STERIS PLC USD 9421 2018-12-28 1 70 SHS TELEFLEX INC 17596 2018-12-28 1 370 SHS WESTERN ALLIANCE BANCORP 14534 2018-12-28 1 195 SHS WINTRUST FINANCIAL CORP 12735 2018-12-28 1 355 SHS ZIONS BANCORPORATION 14399 2018-12-28 1 17950 SHS T ROWE PRICE INSTL LARGE CAP GROWTH 640815 2018-12-31 PWC FEES 9980 0 0 9980 THE WESLEY FOUNDATION WAS UNDISTRIBUTED FOR TAX YEAR 2015 AT THE END OF 2016 BY $2,451. THIS UNDISTRIBUTED AMOUNT WAS PAID DURING 2017 THROUGH QUALIFYING DISTRIBUTIONS. INVESTMENT-CORPORATE STOCK 6037502 6019710 COST BASIS ADJUSTMENT 9217 EXCESS FMV OVER COST OF ASSETS CONTRIBUTED 203014 MANAGEMENT FEES 18198 18198 0 0 MANAGEMENT FEES 0 0 0 0 JOSEPH O WESLEY 2875 CHAGRIN RIVER ROAD GATES MILLS OH 44022 FOREIGN TAXES 3138 3138 0 0 TAX PAYMENTS 17164 17164 0 0 OHIO REGISTRATION FEE 200 200 0 0