2025-10-29T09:57:08-05:00 2024-12-31 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990PF 2024-01-01 341884570 BIOSOPHICAL INSTITUTE INC BIOS 2163820579 PO BOX 21155 SOUTH EUCLID OH 44121 LOUIS ENSEL EXECUTIVE DIRECTOR/TRUSTEE 2163820579 2025-10-23 1 0 KAREN B COONEY P00285983 2162413272 2024 2025-03-06 01:10:19Z X 8013988 X X 131393 131393 -4 181174 0 6717 0 138106 131393 153624 18527 135097 17303 0 17303 1623 0 1623 27458 0 27458 14956 162 13794 15208 0 2553 0 2553 5010 0 5010 110669 35885 74784 348404 54574 277622 32900 32900 381304 54574 310522 -243198 76819 73932 81794 81794 115195 31962 31962 16 634 16 16 2319 261758 251585 251585 5333457 6188476 6188476 540012 427392 427392 1032059 155857 891410 876202 1032059 704 704 704 7219421 7858131 8013988 1219 15676 358364 325581 359583 341257 X 0 0 0 0 6859838 7516874 6859838 7516874 7219421 7858131 6859838 -243198 900234 7516874 0 7516874 CETERA LT TRANSACTIONS 2021-11-16 2024-05-07 181174 181178 -4 -4 -4 1068 0 1068 0 1068 1198 0 975 0 2173 X 0 1105 1105 0 0 0 0 0 0 0 0 0 0 0 1 1 OH ME 1 0 0 0 0 1 WWW.BIOSOPHICAL.ORG BARBARA NEMETH 2163820579 44 SUMMER STREET BATH ME 04530 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOUIS ENSEL PO BOX 21155 SOUTH EUCLID OH 44121 EXECUTIVE DIRECTOR/TRUSTEE 40.00 92301 13964 0 PATTI BAILIE PO BOX 21155 SOUTH EUCLID OH 44121 SECY/EDUC & OUTRCH DIR/TTE 10.00 20340 1804 0 ELLEN ENSEL PO BOX 21155 SOUTH EUCLID OH 44121 PRESIDENT/TRUSTEE 3.00 0 0 0 GLORIA MARK PO BOX 21155 SOUTH EUCLID OH 44121 VICE PRESIDENT/TRUSTEE 1.25 0 0 0 BARBARA NEMETH PO BOX 21155 SOUTH EUCLID OH 44121 TREASURER 25.00 40983 9882 0 NONE 0 NONE 0 SUPPORT OF PEACE SUMMITS AND PEACE AND FORGIVENESS EDUCATION AND OUTREACH THROUGH GRANTS TO VARIOUS ORGANIZATIONS AND DIRECT SPONSORSHIP OF PROGRAMS THAT FURTHER THE ENTITY'S MISSION OF CULTIVATING A COMMUNITY AND CULTURE OF PEACE EMCOMPASSING LIFE WISDOM AND DEEP RELATIONSHIPS. TOTAL CHARITABLE DISBURSEMENTS FOR THE YEAR 310522 0 6700475 77865 1160030 7938370 0 0 7938370 119076 7819294 390965 390965 1068 1068 389897 0 389897 0 389897 310522 0 310522 389897 209292 0 0 310522 209292 0 0 101230 0 0 0 0 0 0 0 0 288667 0 0 0 X ACLU FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 PC CHARITABLE SUPPORT 5000 BATH TECH - BATH REGIONAL CAREER AND TECHNICAL SCHOOL 826 SHIPBUILDER DR BATH ME 04530 PC CHARITABLE SUPPORT 1000 EUPHRATES INSTITUTE 680 LIGHTHOUSE AVE PACIFIC GROVE CA 93950 PC PEACE PRACTICE ALLIANCE - EXPANDING PEACE LEADERSHIP 5000 GATEWAY COMMUNITY SERVICES MAINE 501 FOREST AVE PORTLAND ME 04101 PC BRIDGE TO BELONG CHARITABLE SUPPORT 10000 MIDCOAST YOUTH CENTER 4 OLD BRUNSWICK RD BATH ME 04530 PC CHARITABLE SUPPORT 1500 NORTH OMAHA MUSICARTTHE NOW INITIATIVE 2510 N 24TH ST OMAHA NE 68110 PC GENERAL SUPPORT 5000 ROTARY CLUB OF BATH P O BOX 313 BATH ME 04530 PC CHARITABLE SUPPORT/5K 400 NATIONAL PEACE ACADEMY P O BOX 21155 SOUTH EUCLID OH 44121 PC CHARITABLE SUPPORT 5000 32900 0 14 131393 18 -4 OTHER INCOME 6717 0 131389 6717 138106 11 OTHER INCOME REALIZED IN THE NORMAL COURSE OF FOUNDATION BUSINESS FROM PROGRAMMING AND OTHER ACTIVITIES 0 0 0 0 0 0 0 0 0 0 BAIRD CORE PLUS BOND FUND INSTITUTIONAL CLASS 37063 37063 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND CLASS R6 15241 15241 FROST TOTAL RETURN BOND FUND INSTITUTIONAL CLASS 70017 70017 GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS 61970 61970 KEYCORP STUDENT LN TR 2004-A ASSET BACKED NT I-A-2 5.679% 10/27/42 REG DTD 0 2277 2277 PIMCO INVESTMENT GRADE CREDIT BOND FUND INSTITUTIONAL CLASS 61200 61200 PGIM TOTAL RETURN BOND FUND CLASS R6 55826 55826 SLC STUDENT LN TR 2008-1 ASSET BACKED NT CL A-4A FLTG RATE 6.670% 12/15/32 R 1572 1572 TRANSAMERICA BOND FUND CLASS I 64885 64885 WESTERN ASSET CORE PLUS BOND FUND CLASS IS 57341 57341 APPLE INC COM 641075 641075 ADOBE SYS INC COM 32017 32017 AUTOMATIC DATA PROCESSING INC COM 68792 68792 ALLSTATE CORP SUB DEB FIXED TO FLTG RATE 1726 1726 APPLIED MATLS INC COM 30900 30900 AMGEN INC COM 32841 32841 AIR PRODS & CHEMS INC COM 39155 39155 BROADCOM INC COM 317621 317621 AXIS CAP HLDGS LTD DIV-5.50% FREQ-QTRLY A PERPETUAL MATURITY CALLABLE ON OR 1046 1046 BANK AMER CORP COM 107238 107238 BECTON DICKINSON & CO COM 42425 42425 CHUBB LTD COM ISIN#CH0044328745 6631 6631 CROWN CASTLE INC COM 7896 7896 CLOROX CO COM 53595 53595 COMCAST CORP NEW CL A 66316 66316 CENCORA INC COM 99084 99084 COSTCO WHOLESALE CORP NEW COM 142022 142022 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND CLASS F 40862 40862 CISCO SYS INC COM 61035 61035 CVS HEALTH CORP COM 3142 3142 DUPONT DE NEMOURS INC COM 9455 9455 DANAHER CORP COM 117071 117071 LAUDER ESTEE COS INC CL A 1949 1949 EQUINIX INC COM PAR $0 001 17915 17915 EVERSOURCE ENERGY COM 39340 39340 EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 207419 207419 FASTENAL CO COM 39982 39982 FRANKLIN INCOME FUND CLASS R6 49114 49114 CORNING INC COM 34737 34737 ALPHABET INC CAP STK CL C 201866 201866 ALPHABET INC CL A 121152 121152 HOME DEPOT INC COM 71574 71574 INTERNATIONAL BUSINESS MACHS CORP COM 112113 112113 INTERCONTINENTAL EXCHANGE INC COM 114738 114738 INTUIT COM 141413 141413 HUNT J B TRANS SVCS INC COM 44030 44030 JOHNSON & JOHNSON COM 54233 54233 JPMORGAN CHASE & CO COM 217657 217657 MASTERCARD INC CL A 113739 113739 MCDONALDS CORP COM 75371 75371 MICROCHIP TECHNOLOGY INC COM 18237 18237 MERCK & CO INC NEW COM 32331 32331 MORGAN STANLEY COM NEW 32310 32310 MICROSOFT CORP COM 570290 570290 MOTOROLA SOLUTIONS INC COM NEW 96144 96144 MICRON TECHNOLOGY INC COM 15570 15570 NEXTERA ENERGY INC COM 62800 62800 NIKE INC CL B 16118 16118 NORFOLK SOUTHN CORP COM 102564 102564 NEUBERGER BERMAN STRATEGIC INCOME FUND INSTITUTIONAL CLASS 38499 38499 PEPSICO INC COM 65386 65386 PFIZER INC COM 34489 34489 PROCTER & GAMBLE CO COM 39398 39398 PROGRESSIVE CORP OH COM 299752 299752 PIMCO INCOME FUND INSTITUTIONAL CLASS 61084 61084 SCHWAB CHARLES CORP NEW DEP SHS REPSTG 1/40TH INT NON CUM PERP PFD SER D 5.9 2359 2359 SHERWIN-WILLIAMS CO COM 61187 61187 SMUCKER J M CO COM NEW 46801 46801 S&P GLOBAL INC COM 15937 15937 SYSCO CORP COM 59639 59639 TARGET CORP COM 64211 64211 THERMO FISHER SCIENTIFIC INC COM 9364 9364 T-MOBILE US INC COM 14789 14789 TEXAS INSTRS INC COM 137632 137632 UNILEVER PLC SPON ADR NEW ISIN#US9047677045 65942 65942 UNITEDHEALTH GROUP INC COM 170475 170475 UNION PAC CORP COM 64763 64763 US BANCORP DEL COM NEW 28985 28985 VISA INC 113142 113142 VERALTO CORP COM 5670 5670 VERIZON COMMUNICATIONS INC COM 34631 34631 WEC ENERGY GROUP INC COM 86047 86047 WASTE MGMT INC DEL COM 80514 80514 WALMART INC COM 14637 14637 TRAVELERS CORP 46492 46492 251585 251585 0 0 FURNITURE, FIXTURES, OFFICE EQUIPMENT 24174 0 24174 24174 LAND 207059 0 207059 207059 BUILDING 473994 0 473994 473994 PROFESSIONAL FEES 15058 0 15058 15058 BUILDING IMPROVEMENTS 94564 0 94564 94564 REFERENCE MATERIALS, DEPOSITS 704 704 704 CLEANING SERVICES 5740 0 5740 INSURANCE 11257 0 11257 INVESTMENT ADVISORY FEE 35832 35832 0 LANDSCAPING AND MAINT 4425 0 4425 LICENSES AND FEES 690 0 690 MAINTENANCE AND REPAIRS EXPENSES 14266 0 14266 MISCELLANEOUS AND HOUSEHOLD EXP 260 0 260 OFFICE SUPPLIES 3250 0 3250 PAYROLL SERVICE FEES 1967 0 1967 PROFESSIONAL DEVELOPMENT 975 0 975 PROJECT WORK - ARCHIVES AND PROGRAMMING 4700 0 4700 UTILITIES 25113 0 25113 WEBSITE AND SOCIAL MEDIA 411 0 411 SNOW REMOVAL 1730 0 1730 OTHER INVESTMENT FEES 53 53 0 OTHER INCOME 6717 6717 UNREALIZED APPRECIATION /(DEPRECIATION) ON INVESTMENTS AND NONTAXABLE DISTNS 900234 PROFESSIONAL FEES 1623 0 1623 FOREIGN TAX PAID 162 162 0 PAYROLL TAXES 12909 0 12909 FEDERAL EXCISE TAX PAID 1000 0 0 REAL ESTATE TAX 885 0 885