2024-04-22T09:24:41-05:00 2023-12-31 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990PF 2023-01-01 340782268 WOMEN'S PHILANTHROPIC UNION WOME 2162911605 1576 WOOD ROAD CLEVELAND HEIGHTS OH 441211758 DONALD STIMPERT TREASURER 2162911605 2024-04-22 1 DONALD STIMPERT 999009999 0 KAREN B COONEY P00285983 2162413272 2024-04-22 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17668684 X X 537528 537528 129092 277562 129092 666620 666620 0 0 0 2995 1497 1498 11707 216 0 475 0 475 349 149 200 15526 1862 2173 686968 686968 702494 1862 689141 -35874 664758 111141 93654 93654 4109602 4159646 17575030 4220743 4253300 17668684 0 0 X 4220743 4253300 0 0 0 0 4220743 4253300 4220743 4253300 4220743 -35874 68431 4253300 0 4253300 CHARLES SCHWAB LT TRANSCATIONS 1995-06-13 2023-02-02 277562 148470 129092 129092 129092 9240 0 9240 0 9240 10040 0 0 0 10040 0 800 800 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 1 1 N/A DONALD STIMPERT 2162911605 1576 WOOD ROAD CLEVELAND HEIGHTS OH 441211758 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT POTTS 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 AT LARGE 0.10 0 0 0 GREG MERSOL 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 ASST TREASURER 0.25 0 0 0 MARILYN COLEMAN 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 TRUSTEE 0.10 0 0 0 EDITH PHILLIPS 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 PRESIDENT 1.00 0 0 0 KIMBERLE GOTTFRIED 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 SECRETARY 1.00 0 0 0 DONALD STIMPERT 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 TREASURER 1.00 0 0 0 TYSON MITCHELL 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 TRUSTEE 0.10 0 0 0 HILARY SCHICKLER 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 VICE PRESIDENT 1.00 0 0 0 YOLANDA ARMSTRONG 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 DIRECTOR 0.10 0 0 0 HELEN FORBES FIELDS 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 DIRECTOR 0.10 0 0 0 LAUREN GILBRIDE 1576 WOOD ROAD CLEVELAND HEIGHTS OH 44121 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 17278456 80256 0 17358712 0 0 17358712 260381 17098331 854917 854917 9240 9240 845677 0 845677 0 845677 689141 0 689141 845677 215070 0 0 689141 215070 0 0 474071 0 0 0 0 0 0 0 0 371606 0 0 0 X FRIENDLY INN SETTLEMENT HOUSE INC 2382 UNWIN ROAD CLEVELAND OH 44104 PC FUNDING OF GENERAL OPERATIONS TO ENABLE ORGANIZATION TO FURTHER ITS NEIGHBORHOOD SETTLEMENT WORK LARGELY CENTERED IN THE CARVER HOUSING PROJECT. THIS ORGANIZATION IS INDEPENDENT OF WOMEN'S PHILANTHROPIC UNION (WPU), HOWEVER, THE PRESIDENT OF FRIENDLY INN IS ENTITLED TO EX-OFFICIO MEMBERSHIP ON THE WPU BOARD. SEVERAL WPU BOARD MEMBERS HAVE SERVED PAST OR PRESENT BOARD MEMBERSHIPS OF FRIENDLY INN. 315000 YWCA OF GREATER CLEVELAND 7200 FRANKLIN BLVD CLEVELAND OH 44102 PC FUNDING OF GENERAL OPERATIONS OF COGSWELL HALL FACILITY TO ENABLE ORGANIZATION TO MAKE SAFE LIVING QUARTERS AVAILABLE TO WOMEN OF ALL AGES. THIS ORGANIZATION IS INDEPENDENT OF WOMEN'S PHILANTHROPIC UNION (WPU), HOWEVER, THE PRESIDENT OF YWCA OF GREATER CLEVELAND IS ENTITLED TO EX-OFFICIO MEMBERSHIP ON THE WPU BOARD. 315000 CLEVELAND FOUNDATION 6601 EUCLID AVENUE CLEVELAND OH 44103 PC GIFT TO DONOR ADVISED FUND TO PROVIDE FINANCIAL ASSISTANCE TO VARIOUS SOCIAL SERVICE ORGANIZATIONS 56968 686968 0 14 537528 18 129092 0 666620 0 666620 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2995 1497 1498 3M CO 114629 161575 AB INCOME ADVISOR 161644 129865 ABBOTT LABORATORIES 7254 1155735 ABBVIE INC 6598 1364976 AMERICAN ELECTRIC POWER 35808 194928 APPLE INC 249244 654602 ATT 184676 122494 BP PLC SPONS ADR 304141 264013 BRISTOL MYERS SQUIBB CO 12726 295546 CARRIER GLOBAL CORP 23400 114900 CENTERPOINT ENERGY INC 82016 125708 CIGNA 47826 185659 COLGATE-PALMOLIVE CO 322869 797100 CONOCOPHILLIPS 96255 601707 CONSOLIDATED EDISON INC 163587 482141 DOMINION RES INC VA NEW 177373 479400 DOW INC 38925 72937 DU PONT E.I. DE NEMOURS 7000 63852 EMERSON ELECTRIC CO 26699 817572 EVERSOURCE ENERGY 120165 672748 EXXON MOBIL CORP 15124 919816 GAMCO GLOBAL GOLD NTL 196896 45985 GENERAL ELECTRIC COMPANY 9052 101211 GE HEALTHCARE TECH 2384 20412 HOME DEPOT 101737 103965 INTERNATIONAL BUSINESS 570 163550 J M SMUCKER CO 119246 264892 JPMORGAN CHASE & CO 129182 1623264 KEYCORP NEW 18223 92160 MERCK & CO INC NEW 103732 588708 MICROSOFT CORP 113089 940100 NUVEEN QUALITY PREFERRED 140321 54121 OTIS WORLDWIDE CORP 32728 89470 PEPSICO INCORPORATED 296057 764280 PFIZER INCORPORATED 211122 307650 PHILLIPS 66 34124 411669 PROCTER & GAMBLE CO 23618 1300396 RTX CORP 69075 168280 VIRTUS EQUITY & CONV 91371 75276 VANGUARD FTSE DEVELOPED MKTS ETF 97060 100590 WEC ENERGY GROUP 172100 681777 OHIO FILING FEE 200 0 200 INVESTMENT FEES 149 149 0 UNREALIZED APPRECIATION ON STOCK GIFT MADE AND NONTAXABLE DISTRIBUTIONS 68431 NET INVESTMENT INCOME TAX 11491 0 0 FOREIGN TAX PAID 216 216 0