2025-11-03T10:57:03-05:00 2024-12-31 CRUM & COMPANY 1640 AKRON PENINSULA RD STE 102 AKRON OH 44313 990PF 2024-01-01 311113562 THE HARDING-BULLER FOUNDATION OF WORTHINGTON HARD 6145159664 430 E DUBLIN GRANVILLE ROAD WORTHINGTON OH 43085 DAVID POLAKOWSKI EXECUTIVE DIRECTOR 6148854426 2025-09-17 true false KEVIN K CRUM P00255436 3308671222 2025-10-21 2024 2025-03-06 01:10:19Z X 4703788 X 40624 2540 2540 114972 114972 30484 30484 30484 974637 1712411 22411 360 360 1163617 170407 360 81458 17310 12218 51930 6232 1324 935 3973 10944 5826 5118 19393 19393 14616 9265 5351 73787 22392 46467 4628 206430 56117 89482 60531 56000 56000 262430 56117 89482 116531 901187 114290 130522 73921 73921 1000 2116705 3743667 3743667 580334 330938 180278 177263 150660 886200 3005824 3968248 4703788 2805 39515 40000 500 6523 48843 40500 X 2956981 3898358 29390 2956981 3927748 3005824 3968248 2956981 901187 69580 3927748 3927748 22411 1589 1589 1589 X 87 1676 false false false false false false false true true OH true false false false false true WWW.HBFW.ORG DAVID POLAKOWSKI 6145159664 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 false false false false false false false false false false false false false false false false false false false false GREG CINI 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 PRESIDENT 10.00 0 0 0 RICH SCHUEN 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 VICE PRESIDE 5.00 0 0 0 DONNA RUDDEROW 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TREASURER 10.00 0 0 0 SIERRA JUARROS 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 SECRETARY 5.00 0 0 0 JOHN ANTHONY 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 JAMIE BARLETT 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 BL KNECHT 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 RON MCDERMOTT 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 KAITLYN PONTIUS 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 JANN BULLER 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 YULIYAN FILIPOV 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 TRUSTEE 1.00 0 0 0 DAVID POLAKOWSKI 430 E DUBLIN GRANVILLE RD WORTHINGTON OH 43085 EXECUTIVE DI 40.00 81458 0 0 NONE NONE MENTAL HEALTH PROGRAMMING 60531 N/A 3106374 100072 1401243 4607689 4607689 69115 4538574 226929 226929 1589 1589 225340 225340 225340 116531 116531 225340 116531 116531 108809 X CANCER SUPPORT COMMUNITY CENTRAL OH 1200 OLD HENDERSON RD COLUMBUS OH 43220 501C3 SUPPORT 2500 COMPDRUG 547 E 11TH AVE COLUMBUS OH 43211 501C3 SUPPORT 5000 DREAMS ON HORSEBACK 1416 REYNOLDSBURG NEW ALB BLACKLICK OH 43004 501C3 SUPPORT 5000 FAMILY MENTOR FOUNDATION 6520 SINGLETREE DRIVE COLUMBUS OH 43229 501C3 SUPPORT 5000 HEALTHY WORTHINGTON RESOURCE CTR 6700 HUNTLEY RD COLUMBUS OH 43229 501C3 SUPPORT 20000 LINWORTH SCHOOL COMMUNITY GARDEN 2075 W DUBLIN GRANVILLE WORTHINGTON OH 43085 501C3 SUPPORT 5000 PEGGY R MCCONNELL ARTS CTR OF WORTH 777 EVENING STREET WORTHINGTON OH 43085 501C3 SUPPORT 2500 THE OHIO STATE UNIVERSITY 1581 DODD DRIVE COLUMBUS OH 43210 GOV SUPPORT 5000 VETERAN COMPANION ANIMAL SERVICE 70 S SANDUSKY STREET DELAWARE OH 43015 501C3 SUPPORT 5000 WORTHINGTON PARTNERSHIP 777 HIGH STREET 2ND FLOO WORTHINGTON OH 43085 501C3 SUPPORT 1000 56000 14 2540 14 114972 16 30484 16 974637 OTHER 1 360 1122993 1122993 false false false false false false false false false false X X 1 GREG AMY GIESSLER 822 N HIGH STREET WORTHINGTON OH 43085 10000 X 2 RICH WENDY SCHUEN 2475 CREEK RD SUNBURY OH 43074 10000 X 3 JANN BULLER 73110 SOMERA ROAD PALM DESERT CA 92260 5000 X FURNACE REPLACEMENT 2010-05-01 3876 2395 S/L 15.0000 258 258 FURNITURE 2012-02-06 7896 7896 S/L 7.0000 OFFICE TABLE 2012-04-19 598 598 S/L 7.0000 OFFICE FURNITURE 2012-08-30 158 158 S/L 7.0000 REMODELING 2013-01-23 8611 6028 S/L 15.0000 574 574 REMODELING 2013-05-30 1263 884 S/L 15.0000 84 84 COMPUTER 2014-02-26 405 405 S/L 7.0000 FURNITURE 2015-12-30 1190 1190 S/L 7.0000 OFFICE BLDG IMPROVEMENTS 2018-09-30 4750 644 S/L 39.0000 122 122 CONCRETE SIDEWALKS/DRIVEWAY 2019-12-26 7290 7290 S/L 15.0000 LAND - SUNNYVIEW 3 1997-12-01 9400 LAND - SUNNYVIEW 4 1997-12-01 15100 LAND - SUNNYVIEW 5 1997-12-01 9400 BUILDING - 430 E DUBLIN-GRANVILLE 1997-12-01 172500 116438 S/L 40.0000 4313 4313 LAND 1997-12-01 57500 FURNITURE - VARIOUS (PRIOR TO 2010) 2005-01-01 17550 17550 S/L 10.0000 COMPUTER EQUIP VARIOUS (PRIOR TO 2010) 2006-01-01 11700 11700 S/L 5.0000 NEW COPIER 2015-03-16 1751 1751 S/L 5.0000 LOAN ACQUISITION COSTS 2013-04-05 3269 3269 S/L 15.0000 851 - NEW ROOF 2023-10-24 21944 166 S/L 27.0000 339 339 BUILDING - 100-000603-00 2007-04-01 108119 69786 S/L 27.0000 1669 1669 BUILDING - 100-000604-00 2003-01-01 43993 35194 S/L 27.0000 679 679 BUILDING - 100-000970-00 2008-10-01 148827 87943 S/L 27.0000 2297 2297 801 PAINTING 2010-07-01 3350 3350 S/L 5.0000 801 CARPETING 2010-07-01 4002 4002 S/L 10.0000 801 CABINETS 2010-08-01 10198 6216 S/L 15.0000 283 283 801 KITCHEN FLOOR 2010-09-01 758 460 S/L 15.0000 21 21 801 REFRIGERATOR 2010-09-01 562 510 S/L 15.0000 16 16 CARPETING 797 2016-05-25 1233 1233 S/L 5.0000 DRIVEWAY 797 2016-06-13 4600 3581 S/L 15.0000 128 128 CARPETING 819 2016-08-24 3482 3482 S/L 5.0000 797 ROOF REPLACEMENT 2016-09-27 3487 925 S/L 27.0000 54 54 PATIO 801 2016-11-17 2977 2318 S/L 15.0000 83 83 819 CLASSIC AIR HVAC 2016-07-05 2785 2089 S/L 15.0000 77 77 801 HVAC 2017-01-30 4481 3211 S/L 15.0000 124 124 809 GRISWOLD BUILDING 2017-08-04 116413 26987 S/L 27.0000 1797 1797 ROOF AND VENTS FOR 809 HOUSE 2017-11-06 4647 730 S/L 39.0000 50 50 RENTAL PROP IMPROVEMENTS 2018-09-30 41250 7938 S/L 27.0000 637 637 RENTAL HOUSE IMPROVEMENTS 2018-09-30 34991 6733 S/L 27.0000 540 540 RENTAL HOUSE IMPROVEMENTS 2018-04-01 5063 1051 S/L 27.0000 78 78 REFRIGERATOR - 819 GRISWOLD 2019-01-02 1397 1397 S/L 5.0000 IMPROVEMENTS - 819 GRISWOLD 2019-01-02 1086 196 S/L 27.0000 17 17 IMPROVEMENTS - 801 GRISWOLD 2019-03-05 2274 396 S/L 27.0000 35 35 IMPROVEMENTS - 801 GRISWOLD 2019-05-24 1758 296 S/L 27.0000 27 27 851 GRISWOLD BUILDING 2018-02-20 32367 32367 S/L 27.0000 851 STORM WINDOWS & DOOR 2018-02-20 2108 2108 S/L 27.0000 848 & 851 FLOORS 2018-02-20 2758 2758 S/L 27.0000 851 BATHTUB 2018-02-20 1003 1003 S/L 27.0000 851 RENTAL PROP ROOF 2018-02-20 3645 3645 S/L 27.0000 851 FURNACE 2018-02-20 3200 3200 S/L 27.0000 851 LAND IMPROVEMENTS 2018-02-20 3245 3245 S/L 15.0000 851 FLOORS 2018-02-20 3161 3161 S/L 27.0000 851 LAND IMPROVEMENTS 2018-02-20 3786 3786 S/L 15.0000 851 CARPET 2018-02-20 2615 1970 S/L 27.0000 40 40 797 LAND 2007-04-01 36040 801 LAND 2003-01-01 14664 819 LAND 2008-10-01 49609 LAND - 786 GRISWOLD STREET 2017-03-27 91988 809 GRISWOLD LAND 2017-08-04 88776 ROOF 2021-03-08 7765 7765 S/L 15.0000 NEW FURNACE 2021-01-26 5137 5137 S/L 5.0000 IMPROVEMENTS 2021-11-29 17748 1371 S/L 27.0000 274 274 SALE OF RENTAL PROPERTIES PURCHASE 2024-05 1690000 943292 145451 952226 350969 LOAN ACQUISITION COSTS 2013-04 PURCHASE 2024-05 3269 3269 SCHWAB INVESTMENT ACCOUNT SCHWAB TRUST BANK 31500 31500 SCHWAB GOVERNMENT MONEY MRKT 1049226 1049226 AVANTIS EMERGING MARKETS 65374 65374 CHARLES SCHWAB US MC 100698 100698 DIMENSIONAL INTERN CORE 162694 162694 DIMENSIONAL GLOBAL REAL 40174 40174 DIMENSIONAL U.S. TARGETED 36457 36457 DIMENSIONAL US LARGE CAP 138078 138078 FIDELITY TOTAL BOND 255176 255176 ISHARES CORE S&P MID-CAP 7664 7664 ISHARES CORE S&P SMALL 7720 7720 ISHARES CORE S&P 500 12362 12362 JPMORGAN CORE PLUS BOND 61043 61043 SCHWAB US BOARD MARKET 225820 225820 SCHWAB US SMALL CAP 54720 54720 VANGUARD SMALL CAP 38928 38928 JPMORGAN STRATEGIC INCOME 199761 199761 PIMCO INTERNATIONAL 191741 191741 PIMCO REAL RETURN 190703 190703 TCW METWEST TOTAL RETURN 323708 323708 BLACKROCK EQUITY DIVIDEND 92839 92839 DFA GLOBAL REAL ESTATE 12411 12411 DFA US LARGE CAP VALUE 33059 33059 DFA US TARGETED VALUE 18281 18281 FIDELITY INTERNATIONAL 86448 86448 HARBOR CAPITAL APPRECIATION 57707 57707 JHANCOCK DISCIPLINED 43729 43729 JPMORGAN LARGE CAP 165868 165868 MANNING & NAPIER RAINER 39778 39778 239538 180278 59260 621700 LAND 91400 91400 264500 EXPENSES PROFESSIONAL DEVELOPMENT 35 35 DIRECTORS AND OFFICERS INSURA 1036 1036 BOARD MEETING EXPENSE 1750 1750 PROGRAM RENTAL PROPERTY EXPEN 22392 22392 MARY VIRGINIA WOLLEY HARDING 2400 2400 MARKETING 4455 2227 2228 BANK FEES 1145 1145 MISCELLANEOUS 834 834 REPAIRS AND MAINTENANCE 3075 3075 UTILITIES 7123 7123 JANITORIAL 875 875 LANDSCAPING 21151 21151 PROPERTY INSURANCE 2848 2848 SECURITY 481 481 OFFICE SUPPLIES 1998 1998 OTHER 689 389 BOARD MEMBER TRAINING 1500 1500 OTHER 360 360 UNREALIZED GAIN 69580 RENTAL DEPOSITS 6150 CREDIT CARDS 373 INVESTMENT FEES 5826 5826 PAYROLL PROCESSING 1703 1703 ACCOUNTING 3415 3415 REAL ESTATE TAX 19393 19393