2024-06-21T14:51:43-05:00 2023-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990PF 2023-01-01 341372066 DEACONESS FOUNDATION DEAC 2165039351 PO BOX 5787 CLEVELAND OH 44101 CATHY BELK PRESIDENT 2165039351 2024-06-21 1 CATHY BELK 999009999 0 JAMES R KOMOS CPA P00174589 2168317171 2024-06-21 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 56294921 X 13731 1564281 1564281 -316127 9144173 0 16500 0 0 1278385 1564281 0 248778 4906 0 243872 202924 0 0 197576 54485 0 0 53181 1386 0 0 1386 22100 0 0 21160 67804 0 0 67804 45125 0 0 28172 7341 0 0 49954 0 0 46988 16958 0 0 14382 255358 77287 0 186707 972213 82193 0 861228 2183798 2258798 3156011 82193 0 3120026 -1877626 1482088 0 33288 33837 33837 506849 215661 215661 12728 22939 22939 52016693 56002963 56002963 64534 45013 25204 19521 19521 52594762 56294921 56294921 42289 44342 75000 117289 44342 X 52477473 56250579 0 0 52477473 56250579 52594762 56294921 52477473 -1877626 5650732 56250579 0 56250579 PUBLICALLY TRADED SECURITIES P 9144173 9460050 -315877 -315877 -315877 -315877 20601 0 20601 0 20601 16807 0 4055 0 20862 261 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 2165039351 PO BOX 5787 CLEVELAND OH 44101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY BELK PO BOX 5787 CLEVELAND OH 44101 PRESIDENT & CEO 40.00 245313 29926 0 CARRIE CLARK PO BOX 5787 CLEVELAND OH 44101 BOARD CHAIR 0.50 0 0 0 SCOTT HAMILTON PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 JUSTIN HORTON PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 COLETTE JONES PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 KENNETH LIANG PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 TOM LITTMAN PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 ANDREA LYONS PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 JOE NANNI PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 ANN O'BRIEN PO BOX 5787 CLEVELAND OH 44101 VICE CHAIR 0.50 0 0 0 LAURIE POGEL PO BOX 5787 CLEVELAND OH 44101 SECRETARY 0.50 0 0 0 MELTRICE SHARP PO BOX 5787 CLEVELAND OH 44101 TREASURER 0.00 0 0 0 DANIELLE CRAWFORD PO BOX 5787 CLEVELAND OH 44101 VICE PRESIDENT, GRAN 40.00 104941 7372 0 MARY MARGEVICIUS PO BOX 5787 CLEVELAND OH 44101 VICE PRESIDENT, FINA 40.00 93796 10009 0 0 CLEARSTEAD 1100 SUPERIOR AVENUE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTING 82671 0 0 52367612 2238956 0 54606568 0 0 54606568 819099 53787469 2689373 2689373 20601 20601 2668772 0 2668772 0 2668772 3120026 0 3120026 2668772 192488 0 0 3120026 192488 0 0 2668772 258766 0 0 258766 0 0 0 0 0 0 0 258766 258766 X ARCHWOOD UNITED CHURCH OF CHRIST 2800 ARCHWOOD AVE CLEVELAND OH 44109 PC 2023 MISSION OUTREACH ARCHWOOD/DENISON HOT MEALS BRIDGE FUNDING 7000 ARGONAUT 2332 PROSPECT AVENUE CLEVELAND OH 44115 PC AEROSPACE AND MARITIME CAREER PATHWAYS FOR HIGH SCHOOL STUDENTS 35000 BURTEN BELL CARR DEVELOPMENT INC 7201 KINSMAN ROAD SUITE 104 CLEVELAND OH 44104 PC TO SUPPORT THE UNIVERSAL BASIC EMPLOYMENT PILOT 31300 CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 PC COMPREHENSIVE REENTRY EMPLOYMENT SERVICES FOR CLEVELANDS JUSTICE-IMPACTED RETURNING CITIZENS 50000 CLEVELAND CENTER FOR ARTS & TECHNOLOGY (DBA NEWBRIDGE) 3634 EUCLID AVE SUITE 100 CLEVELAND OH 44115 PC 2023 PUBLIC SERVICE FELLOW SUPPORT; ADULT HEALTHCARE WORKFORCE DEVELOPMENT PROGRAMMING; CONTINUOUS IMPROVEMENT COACHING TO DEVELOP HIGH PERFORMING TEAMS AND ACADEMIC SUCCESS 176248 CLEVELAND OWNS 3402 MONROE AVE RIGHT REAR CLEVELAND OH 44113 PC THE WORKER- AND COMMUNITY-OWNED COOPERATIVE DEVELOPMENT PROGRAM AT CLEVELAND OWNS 25000 COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 PC COLLEGE NOW CENTER ON EDUCATION TO CAREER ADVISING 130000 DENISON AVENUE UNITED CHURCH OF CHRIST 9900 DENISON AVENUE CLEVELAND OH 44102 PC 2023 MISSION OUTREACH GRANT DENISON AVENUE UCC 4000 ENTERPRISE COMMUNITY PARTNERS 812 HURON ROAD E 880 CLEVELAND OH 44115 PC 2023 CONNECTIONS 15000 FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION 8111 QUINCY AVENUE SUITE 100 CLEVELAND OH 44104 PC 2023 CONNECTIONS 25000 FAITH UNITED CHURCH OF CHRIST 575 RICHMOND ROAD RICHMOND HEIGHT OH 441432937 PC 2023 MISSION OUTREACH GRANT FAITH UCC 3000 FAMILY PROMISE OF GREATER CLEVELAND 3470 EAST 152ND STREET CLEVELAND OH 44120 PC 2023 CONNECTIONS 14000 FUND FOR OUR ECONOMIC FUTURE PO BOX 6297 CLEVELAND OH 44101 PC FOR MEMBERSHIP, 2022-2024; FOR THE WORKFORCE FUNDERS GROUP (FFEF AS FISCAL SPONSOR) 300000 IMANI UNITED CHURCH OF CHRIST 1505 EAST 260TH STREET EUCLID OH 44132 PC 2023 MISSION OUTREACH GRANT IMANI UCC 4000 INTERNATIONAL STUDENT SERVICES ASSOCIATION INC 675 ALPHA DR SUITE G HIGHLAND HTS OH 44143 PC 2023 CONNECTIONS 15000 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST 6TH STREET CLEVELAND OH 44113 PC SUPPORT FOR THE ACER PROJECT YEAR 3 OF 4 130000 LOCAL INITIATIVES SUPPORT CORP 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 PC FOC/BRIDGES EXPANSION STRATEGY 90000 MAGNET 1800 E 63RD STREET CLEVELAND OH 44103 PC MEETING STIPEND 500 METRO WEST CDO 3167 FULTON RD 303 CLEVELAND OH 44109 PC 2023 CONNECTIONS 18000 MIDDLEBURG HEIGHTS COMMUNITY UNITED CHURCH OF CHRIST 7165 BIG CREEK PARKWAY MIDDLEBURG HEIGHTS OH 44130 PC 2023 MISSION OUTREACH GRANT MHCUCC 4000 MT ZION CONGREGATIONAL CHURCH UCC 10723 MAGNOLIA DRIVE CLEVELAND OH 44106 PC 2023 MISSION OUTREACH GRANT MT ZION UCC 4000 NEAR WEST SIDE MULTI SERVICE CORPORATION (DBA MAY DUGAN CENTER) 4115 BRIDGE AVENUE CLEVELAND OH 44113 PC MAY DUGAN CENTER STRATEGIC PLANNING 25000 NEIGHBORHOOD PROGRESS INC 11327 SHAKER BLVD STE 500W CLEVELAND OH 44104 PC STRENGTHENING THE WORKFORCE DEVELOPMENT ECOSYSTEM 90000 OHIOGUIDESTONE 343 WEST BAGLEY ROAD BEREA OH 44107 PC GENERAL OPERATIONAL SUPPORT FOR WORKFORCE 360 80000 ONE FAIR WAGE 30 BOW STREET CAMBRIDGE MA 02138 PC ONE FAIR WAGE HIGH ROAD KITCHENS PROGRAM 40000 OPEN DOORS ACADEMY 1427 EAST 36TH STREET SUITE 4206A BUILDING 42 6TH FLOOR CLEVELAND OH 44114 PC HIGH SCHOOL PLUS PROGRAM 110000 PHILANTHROPY OHIO 500 S FRONT STREET SUITE 900 COLUMBUS OH 43215 PC GENERAL OPERATING SUPPORT 4000 PILGRIM CONGREGATIONAL UNITED CHURCH OF CHRIST 2592 WEST 14TH STREET CLEVELAND OH 44113 PC 2023 PILGRIM UCC MISSION OUTREACH 4000 RIDGE ROAD UNITED CHURCH OF CHRIST 6050 RIDGE ROAD PARMA OH 44129 PC 2023 MISSION OUTREACH GRANT RIDGERD UCC 4000 SAINT PAUL'S COMMUNITY CHURCH 4427 FRANKLIN BLVD CLEVELAND OH 44113 PC 2023 MISSION OUTREACH GRANT ST PAUL COMMUNITY CHURCH UCC 4000 SAINT PETER UNITED CHURCH OF CHRIST 125 EAST RIDGEWOOD DRIVE SEVEN HILLS OH 44131 PC 2023 MISSION OUTREACH GRANT ST PETER UCC 3000 SMART DEVELOPMENT INC 1192 E 40TH STREET CLEVELAND OH 44114 PC 2023 CONNECTIONS 20000 SOCIAL VENTURE PARTNERS CLEVELAND 2020 CENTER STREET CLEVELAND OH 44113 PC COMMUNITY INSIGHTS & RESEARCH FOR SVP'S NEXT CHAPTER 20000 STRONGSVILLE UNITED CHURCH OF CHRIST 13740 PEARL ROAD STRONGSVILLE OH 44136 PC 2023 MISSION OUTREACH STRONGSVILLE UCC 4000 THE CENTERS FOR FAMILIES & CHILDREN 4500 EUCLID AVE CLEVELAND OH 44103 PC EL BARRIO WORKFORCE PROGRAM 75000 THE CITY MISSION 5310 CARNEGIE AVE CLEVELAND OH 44103 PC 2023 CONNECTIONS 12000 THE CLEVELAND FOUNDATION 1422 EUCLID AVE STE 1300 CLEVELAND OH 44115 PC PUBLIC SERVICE FELLOWS; CONTINUED SUPPORT FOR GREATER CLEVELAND FUNDERS COLLABORATIVE (GCFC) 26000 THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 PC ARENA ANALYTICS PILOT 25000 THE SALVATION ARMY 2507 E 22ND STREET CLEVELAND OH 44115 PC PACE EMPLOYMENT PROGRAM COORDINATION FOR COMMUNITY CORRECTIONS RE-ENTRY CLIENTS 75000 THE SPANISH AMERICAN COMMITTEE 4407 LORAIN AVENUE CLEVELAND OH 44113 PC LATINO CONSTRUCTION PROGRAM 45750 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 PC CAREER PATHWAY SUPPORT TO OVERCOME SYSTEMIC INJUSTICE AND PROVIDE TOOLS TO FIND WORK, NAVIGATE LIFE'S OBSTACLES, AND SECURE LONG-TERM CAREERS.; CAPACITY BUILDING CHIEF PROGRAM OFFICER (CPO); MEETING STIPEND 275500 WEST PARK UNITED CHURCH OF CHRIST 3909 ROCKY RIVER DRIVE CLEVELAND OH 44111 PC 2023 MISSION OUTREACH GRANT WEST PARK UCC 5000 YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 PC GENERAL OPERATING SUPPORT; YOUTH OPPORTUNITIES UNLIMITED SUMMER YOUTH PROGRAMMING GRANT; MEETING STIPEND 230500 2258798 0 PROFESSIONAL FEES 561000 16500 14 1564281 18 -316127 16500 1248154 0 1264654 0 0 0 0 0 0 0 0 0 0 X X 1 THE JOHN HUNTINGTON BENEVOLENT FUND CO THE CLEVELAND FOUNDA 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 5892 X 2 THE JOHN R RAIBLE FUND CO THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 7838 X ACCOUNTING 22100 0 0 21160 THE OHIO ATTORNEY GENERAL HAS EXEMPTED THIS ORGANIZATION FROM REGISTRATION IN THE STATE OF OHIO. FIXED ASSETS PURCHASED 16434 COST 0 -250 16184 FEDERATED TOTAL RETURN FMV 9386079 9386079 FIDELITY 500 FMV 11702718 11702718 TRANSAMERICA FMV 3923583 3923583 VANGUARD EQUITY INCOME FMV 4551696 4551696 INVESCO FMV 1454902 1454902 FIDELITY MID CAP FMV 973618 973618 TRUST DISTRIBUTION ACCOUNT FMV 1534980 1534980 NON TRUST - FIDELITY 500 FMV 1831972 1831972 NON TRUST - VANGUARD WCM FMV 589345 589345 NON TRUST - TRANSAMERICA FMV 712823 712823 NON TRUST - FEDERATED TOTAL RETURN FMV 1896399 1896399 NON TRUST - INVESCO FMV 357294 357294 NON TRUST - FIDELITY MID CAP FMV 290355 290355 NON TRUST DISTRIBUTION ACCOUNT FMV 340989 340989 WEATHERLOW FUND FMV 4797691 4797691 VANGUARD INTERNATIONAL GROWTH FMV 3780246 3780246 CLIFFWATER FMV 2927926 2927926 NON TRUST - VANGUARD INTERNATIONAL GROWTH FMV 732609 732609 NON TRUST - CLIFFWATER FMV 899834 899834 NON TRUST - BROWN CAPITAL MGMT FMV 182929 182929 NON TRUST - HARBOR SCV INST FMV 188509 188509 BROWN CAPITAL MGMT FMV 924809 924809 HARBOR SCV INST FMV 953019 953019 NON TRUST - PARADIGM FMV 1068638 1068638 LEGAL 1386 0 0 1386 DUES AND SUBSCRIPTIONS 11013 0 0 10669 INSURANCE 31235 0 0 29040 OTHER PURCHASED SERVICES 116092 0 0 123644 WORKERS COMP 238 0 0 234 INFORMATION TECHNOLOGY 19493 0 0 23120 INVESTMENT MANAGEMENT FEES 77287 77287 0 0 PROFESSIONAL FEES 16500 16500 UNREALIZED LOSS ON INVESTMENTS 5650732 MANAGEMENT & CONSULTING 67804 0 0 67804 PAYROLL TAXES 28868 0 0 28172 MISCELLANEOUS TAXES, PERMITS AND LICENSES 86 0 0 0 NET INVESTMENT INCOME TAX 16171 0 0 0