2025-06-03T14:45:10-05:00 2024-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990PF 2024-01-01 341372066 DEACONESS FOUNDATION DEAC 2165039351 PO BOX 5787 CLEVELAND OH 44101 CATHY BELK PRESIDENT 2165039351 2025-05-16 1 0 JAMES R KOMOS CPA P00174589 2168317171 2025-05-16 2024 2025-03-06 01:10:19Z X 59925646 X 16656 1668252 1668252 2032883 7167644 2034545 16551 0 0 3734342 3702797 0 237577 4681 0 232896 321875 0 0 316613 63800 0 0 63252 8304 0 0 7872 30041 0 0 28659 55320 0 0 50069 85303 0 0 30054 5543 0 0 22029 0 0 22965 21575 0 0 21530 278944 83847 0 192223 1130311 88528 0 966133 1999351 1999351 3129662 88528 0 2965484 604680 3614269 0 33837 26352 26352 215661 281531 281531 22939 12842 12842 56002963 59588759 59588759 39407 23245 19521 16162 16162 56294921 59925646 59925646 44342 189134 44342 189134 X 56250579 59736512 0 0 56250579 59736512 56294921 59925646 56250579 604680 2881253 59736512 0 59736512 PUBLICALLY TRADED SECURITIES P 7167644 5133099 2034545 2034545 2034545 2034545 50238 0 50238 0 50238 60000 0 0 0 60000 9 9753 9753 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 234050 30349 0 CARRIE CLARK PO BOX 5787 CLEVELAND OH 44101 BOARD CHAIR 0.50 0 0 0 JUSTIN HORTON 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 VICE CHAIR 0.50 0 0 0 ANN O'BRIEN PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 MIGUEL PEREZ PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 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 0.50 0 0 0 ANN ZOLLER PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 DANIELLE CRAWFORD PO BOX 5787 CLEVELAND OH 44101 VICE PRESIDENT, GRAN 40.00 113362 14541 0 MARY MARGEVICIUS PO BOX 5787 CLEVELAND OH 44101 VICE PRESIDENT, FINA 40.00 98394 10399 0 0 CLEARSTEAD 1100 SUPERIOR AVENUE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTING 89265 0 0 57004366 2232679 0 59237045 0 0 59237045 888556 58348489 2917424 2917424 50238 876 51114 2866310 0 2866310 0 2866310 2965484 0 2965484 2866310 0 0 258766 258766 2965484 0 0 0 2866310 99174 0 0 357940 0 0 0 0 0 0 0 357940 258766 99174 X ARCHWOOD UNITED CHURCH OF CHRIST 2800 ARCHWOOD AVE CLEVELAND OH 44109 PC 2024 MISSION OUTREACH 3000 ARGONAUT 2332 PROSPECT AVENUE CLEVELAND OH 44145 PC GRANTS 50000 BUSINESS VOLUNTEERS UNLIMITED 1300 EAST 9TH ST SUITE 1220 CLEVELAND OH 44114 PC 2024 PRESIDENTS GRANT 5000 CENTER FOR COMMUNITY SOLUTIONS 1300 E 9TH SUITE 1703 CLEVELAND OH 44114 PC GRANTS 20000 CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 PC GRANTS 50000 CHILD CARE RESOURCE CENTER OF CUYAHOGA COUNTY DBA STARTING POINT 6001 EUCLID AVENUE SUITE 200 CLEVELAND OH 44103 PC PRESIDENTS DISCRETIONARY GRANT 15000 CHURCH OF THE REDEEMER 23500 CENTER RIDGE ROAD WESTLAKE OH 44145 PC 2024 MISSION OUTREACH 1500 CLAGUE ROAD UNITED CHURCH OF CHRIST 3650 CLAGUE ROAD NORTH OLMSTED OH 44070 PC 2024 MISSION OUTREACH GRANT 3000 CLEVELAND CENTER FOR ARTS & TECHNOLOGY (DBA NEWBRIDGE) 3634 EUCLID AVE SUITE 100 CLEVELAND OH 44115 PC GRANTS 115000 GREATER CLEVELAND WORKS 1910 CARNEGIE AVE CLEVELAND OH 44122 PC GRANTS 40000 CLEVELAND NEIGHBORHOOD PROGRESS 11327 SHAKER BLVD STE 500W CLEVELAND OH 44104 PC GRANTS 100000 COLLABORATE CLEVELAND 2020 CENTER STREET CLEVELAND OH 44113 PC GRANTS 50000 COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 PC GRANTS 130000 CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVE CLEVELAND OH 44115 PC 2024 PRES DISCRETIONARY GRANT 20000 DOVER CONGREGATIONAL UNITED CHURCH OF CHRIST 2239 DOVER CENTER ROAD WESTLAKE OH 44145 PC 2024 MISSION OUTREACH 3000 EDWINS LEADERSHIP & RESTAURANT INSTITUTE 13101 SHAKER SQUARE CLEVELAND OH 44120 PC GRANTS 50000 FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION 8111QUINCY AVENUE SUITE 100 CLEVELAND OH 44104 PC 2024 CONNECTIONS 20000 FAITH UNITED CHURCH OF CHRIST 5312 MAYFIELD RD CLEVELAND OH 44124 PC 2024 MISSION OUTREACH 3000 FAMILY PROMISE OF GREATER CLEVELAND 3470 EAST 152ND ST CLEVELAND OH 44120 PC 2024 CONNECTIONS 14000 FEDERATED UNITED CHURCH OF CHRIST 76 BELL STREET CHAGRIN FALLS OH 44022 PC 2024 MISSION OUTREACH GRANT 3000 FUND FOR OUR ECONOMIC FUTURE PO BOX 6297 CLEVELAND OH 44101 PC GRANTS 50000 IMANI UNITED CHURCH OF CHRIST 1505 EAST 260TH STREET EUCLID OH 44132 PC 2024 MISSION OUTREACH GRANT 3000 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST 6TH STREET CLEVELAND OH 44113 PC GRANTS 100000 LOCAL INITIATIVES SUPPORT CORP 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 PC GRANTS 90000 MENTAL HEALTH ADVOCACY COALITION 4500 EUCLID AVENUE CLEVELAND OH 44103 PC GRANTS 10000 METRO WEST CDO 3167 FULTON RD 303 CLEVELAND OH 44109 PC 2024 CONNECTIONS 25000 MIDDLEBURG HEIGHTS COMMUNITY UNITED CHURCH OF CHRIST 7165 BIG CREEK PARKWAY MIDDLEBURG HEIGHTS OH 44130 PC 2024 MISSION OUTREACH 3000 MT ZION CONGREGATIONAL CHURCH UCC 10723 MAGNOLIA DRIVE CLEVELAND OH 44106 PC 2024 MISSION OUTREACH 3000 OHIO EXCELS 41 S HIGH ST SUITE 2245 COLUMBUS OH 43215 PC PRESIDENTS DISCRETIONARY GRANTS 2024 10000 OHIOGUIDESTONE 343 WEST BAGLEY ROAD BEREA OH 44107 PC GRANTS 80000 OPEN DOORS ACADEMY 1427 EAST 36TH STREET SUITE 4206A BUILDING 42 6TH FLOOR CLEVELAND OH 44114 PC GRANTS 90000 PILGRIM CONGREGATIONAL UNITED CHURCH OF CHRIST 2592 WEST 14TH STREET CLEVELAND OH 44113 PC 2024 MISSION OUTREACH 3000 RESOURCE CLEVELAND 4115 BRIDGE AVE CLEVELAND OH 44113 PC GRANTS 50000 RIDGE ROAD UNITED CHURCH OF CHRIST 6050 RIDGE ROAD PARMA OH 44129 PC 2024 MISSION OUTREACH RIDGE ROAD UCC 3000 SAINT MARTIN DE PORRES HIGH SCHOOL 6202 ST CLAIR AVE CLEVELAND OH 44103 PC GRANTS 42500 SAINT PAUL'S COMMUNITY CHURCH 4427 FRANKLIN BLVD CLEVELAND OH 44113 PC 2024 MISSION OUTREACH GRANT 3000 SAINT PETER UNITED CHURCH OF CHRIST 125 EAST RIDGEWOOD DRIVE SEVEN HILLS OH 44131 PC 2024 MISSION OUTREACH GRANT 3000 SMART DEVELOPMENT INC 1192 E 40TH ST CLEVELAND OH 44114 PC 2024 CONNECTIONS 22000 STRONGSVILLE UNITED CHURCH OF CHRIST 13740 PEARL ROAD STRONGSVILLE OH 44136 PC 2024 MISSION OUTREACH 3000 THE CENTERS FOR FAMILIES & CHILDREN 4500 EUCLID AVE CLEVELAND OH 44103 PC GRANTS 115000 THE CITY MISSION 5310 CARNEGIE AVE CLEVELAND OH 44103 PC 2024 CONNECTIONS 22000 THE SALVATION ARMY 2507 E 22ND STREET CLEVELAND OH 44115 PC GRANTS 75000 THE SPANISH AMERICAN COMMITTEE 4407 LORAIN AVE CLEVELAND OH 44113 PC GRANTS 45000 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 PC GRANTS 195000 WEST PARK UNITED CHURCH OF CHRIST 3909 ROCKY RIVER DRIVE CLEVELAND OH 44111 PC 2024 MISSION OUTREACH 3000 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF CLEVELAND OHIO 4019 PROSPECT AVE CLEVELAND OH 44103 PC 2024 CONNECTIONS 20000 YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 PC GRANTS 230000 1994000 0 PROFESSIONAL FEES 561000 16540 MISCELLANEOUS REVENUE 561000 11 14 1668252 18 2032883 16551 3701135 0 3717686 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 5953 X 2 THE JOHN R RAIBLE FUND CO THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 9277 X 3 FRANK F SCHEULLER CHARITABLE REMAINDER UNITRUST 5730 ENNISHANNON PLACE DUBLIN OH 43016 1426 X ACCOUNTING 30041 0 0 28659 THE OHIO ATTORNEY GENERAL HAS EXEMPTED THIS ORGANIZATION FROM REGISTRATION IN THE STATE OF OHIO. FIXED ASSETS PURCHASED 25127 COST 0 -1662 23465 FEDERATED TOTAL RETURN FMV 10303604 10303604 FIDELITY 500 FMV 12105974 12105974 TRANSAMERICA FMV 4474716 4474716 VANGUARD EQUITY INCOME FMV 5225568 5225568 FIDELITY MID CAP FMV 975460 975460 TRUST DISTRIBUTION ACCOUNT FMV 1356497 1356497 NON TRUST - FIDELITY 500 FMV 1967007 1967007 NON TRUST - VANGUARD WCM FMV 838493 838493 NON TRUST - TRANSAMERICA FMV 650356 650356 NON TRUST - FEDERATED TOTAL RETURN FMV 2129089 2129089 NON TRUST - FIDELITY MID CAP FMV 334919 334919 NON TRUST DISTRIBUTION ACCOUNT FMV 460178 460178 WEATHERLOW FUND FMV 5541740 5541740 VANGUARD INTERNATIONAL GROWTH FMV 4604062 4604062 CLIFFWATER FMV 3302955 3302955 NON TRUST - VANGUARD INTERNATIONAL GROWTH FMV 644253 644253 NON TRUST - CLIFFWATER FMV 1015065 1015065 NON TRUST - BROWN CAPITAL MGMT FMV 200159 200159 NON TRUST - HARBOR SCV INST FMV 209106 209106 BROWN CAPITAL MGMT FMV 1011916 1011916 HARBOR SCV INST FMV 1057147 1057147 NON TRUST - PARADIGM FMV 1180495 1180495 LEGAL 8304 0 0 7872 DUES AND SUBSCRIPTIONS 8597 0 0 8597 INSURANCE 29327 0 0 28314 OTHER PURCHASED SERVICES 138739 0 0 140031 WORKERS COMP 210 0 0 207 INFORMATION TECHNOLOGY 18224 0 0 15074 INVESTMENT MANAGEMENT FEES 83847 83847 0 0 PROFESSIONAL FEES 16540 16540 MISCELLANEOUS REVENUE 11 11 UNREALIZED GAIN ON INVESTMENTS 2881253 MANAGEMENT & CONSULTING 55320 0 0 50069 PAYROLL TAXES 30456 0 0 30054 NET INVESTMENT INCOME TAX 54847 0 0 0