2024-07-18T15:47:12-05:00 2023-12-31 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990PF 2023-01-01 346555132 DAVEY COMPANY FOUNDATION DAVE 3306739511 1500 N MANTUA STREET KENT OH 44240 JOSEPH R PAUL VICE PRESIDENT 3306739511 2024-07-15 1 JOSEPH PAUL 999009999 0 KAREN B COONEY P00285983 2162413272 2024-07-15 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 64360 X 125000 770 770 33398 138502 33398 9280 0 168448 34168 0 0 0 3550 0 0 366 366 0 794 0 794 4710 366 794 252508 252508 257218 366 253302 -88770 33802 31415 64360 64360 17047 104668 0 0 153130 64360 64360 0 0 X 153130 64360 153130 64360 153130 64360 153130 -88770 0 64360 0 64360 WELLS FARGO TRANSACTIONS 2019-03-31 2023-06-30 138502 105104 33398 33398 33398 470 0 470 0 470 1542 0 0 0 1542 0 1072 0 1072 0 0 0 0 0 0 0 0 0 1 1 1 OH 1 0 0 0 1 1 N/A JOSEPH R PAUL 3306739511 1500 N MANTUA STREET KENT OH 44240 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STACEY A GREENWELL 1500 N MANTUA STREET KENT OH 44240 ASST SECRETARY 5.00 0 0 0 PATRICK M COVEY 1500 N MANTUA STREET KENT OH 44240 PRESIDENT, TRUSTEE 2.00 0 0 0 JOSEPH R PAUL 1500 N MANTUA STREET KENT OH 44240 VICE PRESIDENT 2.00 0 0 0 DONALD C BROWN 1500 N MANTUA STREET KENT OH 44240 TRUSTEE 1.00 0 0 0 CHRISTOPHER BAST 1500 N MANTUA STREET KENT OH 44240 TREASURER 2.00 0 0 0 GREGORY M INA 1500 N MANTUA STREET KENT OH 44240 VICE PRESIDENT 2.00 0 0 0 ERIKA J SCHOENBERGER 1500 N MANTUA STREET KENT OH 44240 SECRETARY 2.00 0 0 0 MATTHEW C HARRIS 1500 N MANTUA STREET KENT OH 44240 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 GRANTS PAID TO PUBLICLY SUPPORTED ORGANIZATIONS - SEE PART XIV 252508 0 144275 49121 0 193396 0 0 193396 2901 190495 9525 9525 470 470 9055 9280 18335 0 18335 253302 0 253302 18335 0 0 43078 172218 393573 371779 980648 253302 0 0 0 18335 234967 0 0 1215615 0 0 0 0 0 0 0 1215615 43078 172218 393573 371779 234967 JOSEPH R PAUL 1500 N MANTUA STREET KENT OH 44240 3306739511 WRITTEN ARBORICULTURAL GRANT DEADLINE: SEPTEMBER OF APPLICABLE YEAR GRANTS ARE MADE ONLY FOR CHARITABLE, EDUCATIONAL & SCIENTIFIC PURPOSES KEEP OHIO BEAUTIFUL PO BOX 13135 FAIRLAWN OH 44334 N/A PC CHARITABLE COMMUNITY SUPPORT 2500 TREE PITTSBURGH 32 62ND STREET PITTSBURGH PA 15201 N/A PC SUPPORT FOR MAINTAINING, PROTECTING AND PLANTING TREES 45000 THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 N/A PC CONTINUED FUNDING TO PROVIDE FOR CHARITABLE AND EDUCATIONAL GRANTS AND EMERGENCY EMPLOYEE ASSISTANCE 115517 UNITED WAY OF PORTAGE COUNTY 218 WEST MAIN STREET RAVENNA OH 44266 N/A PC CHARITABLE COMMUNITY SUPPORT 45175 NORTHERN OHIO GOLF CHARITIES 440 EAST WARNER ROAD AKRON OH 44319 N/A PC CHARITABLE COMMUNITY SUPPORT 25000 STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION 3034 RAGUET ST NACOGODCHES TX 75965 N/A PC ARBORICULTURAL GRANTS 6000 PURDUE FOR LIFE FOUNDATION (PURDUE UNIVERSITY FOUNDATION) 715 MITCH DANIELS BLVD WEST LAFAYETTE IN 47907 N/A PC ARBORICULTURAL GRANTS 3000 COLORADO STATE UNIVERSITY FOUNDATION 300 UNIVERSITY SERVICES CENTER DEPT 9100 FORT COLLINS CO 80523 N/A PC ARBORICULTURAL GRANTS 6316 MID-STATE TECHNICAL COLLEGE FOUNDATION 500 32ND STREET NORTH WISCONSIN RAPIDS WI 54494 N/A PC ARBORICULTURAL GRANTS 4000 252508 0 14 770 18 33398 STALE CHECKS RETURNED TO INCOME 9280 0 34168 9280 43448 11 STALE CHECKS WERE RETURNED TO INCOME AS A FUNCTION OF NORMAL FOUNDATION OPERATIONS 0 0 0 0 0 0 0 0 0 0 X X 1 DAVEY TREE EXPERT COMPANY 1500 N MANTUA STREET KENT OH 44240 125000 X ACCOUNTING FEES 3550 0 0 THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43285 THIS SIGNIFICANT CASH GIFT DURING 2023 ALONG WITH OTHER CASH GIFTING TO PUBLICLY SUPPORTED ORGANIZATIONS POSTED TO SECTION XIV CAUSED THE ENTITY TO EXPERIENCE A SUBSTANTIAL CONTRACTION DURING THIS YEAR. THERE ARE NO CURRENT PLANS TO TERMINATE OR LIQUIDATE DAVEY COMPANY FOUNDATION. 115517 THE ENTITY EXPERIENCED A SUBSTANTIAL CONTRACTION DURING 2023 BECAUSE OF ITS 2023 GIFTING TO PUBLICLY SUPPORTED ORGANIZATIONS. IT HAS NO CURRENT PLANS TO CEASE OPERATIONS. BANK FEES 794 0 794 STALE CHECKS RETURNED TO INCOME 9280 9280 PORTFOLIO MANAGEMENT FEES 366 366 0