2024-04-17T06:37:18-05:00 2023-12-31 920460586 PWC US TAX LLP 500 WOODWARD AVE DETROIT MI 482263416 990PF 2023-01-01 344006013 THE BANKS BALDWIN FOUNDATION BANK 2164036202 CO CAITLIN VAN HAAREN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 CHAD GREEN OFFICER 2164036202 2024-03-28 1 CHAD GREEN 999009999 0 JEFFREY W BARRINGER P00372289 3133946000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 760927 X 40863 30295 30114 -116475 222915 0 -45317 30114 0 0 0 0 0 3650 1825 0 1825 4356 4356 0 0 1696 34 0 200 813 175 0 638 10515 6390 0 2663 0 0 10515 6390 0 2663 -55832 23724 0 -12555 26232 26232 15749 49299 49299 2658 1899 2658 2658 816477 689084 682738 821570 767273 760927 0 0 X 105625 105625 0 0 715945 661648 821570 767273 821570 767273 821570 -55832 7000 772738 5465 767273 MORGAN STANLEY #6760 2023-01-01 2023-03-14 66802 66310 492 492 MORGAN STANLEY #6760 2022-01-01 2023-12-31 156113 273080 -116967 -116967 -116475 492 330 0 330 0 330 750 0 0 0 750 0 420 420 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 0 1 BANKS-BALDWINFOUNDATION.ORG CHAD GREEN 9789730829 PO BOX 18678 CLEVELAND HEIGHTS OH 44118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHAD GREEN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 PRESIDENT, TRUSTEE 0.10 0 0 0 KATHRYN GREEN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 VICE PRESIDENT, TRUSTEE 0.10 0 0 0 CAITLIN VAN HAAREN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 SECRETARY, TRUSTEE 0.10 0 0 0 ROB VAN HAAREN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TREASURER, TRUSTEE 0.10 0 0 0 P JEFFREY LUCIER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 CRAIG W FRASER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 SUSAN LUCIER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 CANDACE HATTON PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 MARTHA FRASER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 WILSON FRASER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 AMY LUCIER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 MADALYN LUCIER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 644256 50089 2658 697003 0 0 697003 10455 686548 34327 34327 330 330 33997 7000 40997 0 40997 2663 0 2663 40997 0 0 10327 29469 30869 27998 7253 105916 2663 0 0 0 2663 0 38334 38334 67582 0 0 0 0 0 0 0 67582 1462 30869 27998 7253 CHAD GREEN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 9789730829 GRANT APPLICATIONS ARE SUBMITTED ONLINE VIA THE BANKS-BALDWINFOUNDATION.ORG WEBSITE. NO SPECIFIC REQUIREMENTS. NONE NONE 0 0 14 30295 18 -116475 0 -86180 0 -86180 0 0 0 0 0 0 0 0 0 0 X X 1 JIM HATTON PO BOX 18678 CLEVELAND HEIGHTS OH 44118 2500 X 2 LILLIAN C WILSON TRUST PO BOX 470152 BROADVIEW HEIGHTS OH 44147 3000 X 3 ROB VAN HAAREN PO BOX 18678 CLEVELAND HEIGHTS OH 44118 5363 X X 4 LYNN PANCIERA-FRASER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 10000 X 5 JEFFREY LUCIER PO BOX 18678 CLEVELAND HEIGHTS OH 44118 20000 X 3 11 SHARES OF NVIDIA 5363 2023-12-21 PWC ACCOUNTING FEES 3650 1825 0 1825 NONE 0 MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE. MUTUAL FUNDS - #6760 255405 249102 EQUITY SECURITIES - #6760 175090 180943 MUTUAL FUNDS - #9483 104636 97482 ETF - #6760 153874 149831 11 SHARES OF NVIDIA STOCK 79 5380 NON-DIVIDEND DISTRIBUTION 181 FMV > COST OF STOCKS DONATED INTO FDN 5284 ADMINISTRATIVE EXPENSES 226 113 0 113 WEBSITE EXPENSES 124 62 0 62 ANNUAL MEETING EXPENSE 463 0 0 463 REVERSAL OF PRIOR YEAR OUTSTANDING CHECKS - NEVER CASHED 7000 OTHER PROFESSIONAL FEES - INVESTMENT ADVISORY FEES 4356 4356 0 0 STATE OF OHIO FEES 200 0 0 200 UNITED STATES TREASURY - 2022 TAX DUE 712 0 0 0 FOREIGN TAX WITHHELD 34 34 0 0 UNITED STATES TREASURY - 2023 ESTIMATED TAX PAYMENT 750 0 0 0