2025-11-12T13:20:53-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 3320 WEST MARKET STREET STE 300 FAIRLAWN OH 44333 990PF 2024-01-01 341783117 BRENTWOOD FOUNDATION BREN 2163289294 30799 PINETREE ROAD 274 CLEVELAND OH 44124 GEORGE KAPPOS JR BOARD TREASURER 2163289294 2025-11-11 1 1 CHRISTOPHER G SIVAK CPA P00001407 3305648500 2025-11-11 2024 2025-03-06 01:10:19Z X 26695470 X X 705868 659772 1076466 3297657 1076466 1782334 1736238 50000 0 50000 12334 0 12334 57872 0 57872 30000 30000 0 45022 16096 4025 5610 0 5610 -424561 0 14647 -223723 46096 144488 1076414 1076414 852691 46096 1220902 929643 1690142 62532 80756 80756 3215 3436 3436 13968119 13981153 17445671 8322202 8808037 8767046 402551 402551 398561 22758619 23275933 26695470 3720 30600 8345977 7906768 8349697 7937368 X 6686729 6408598 7722193 8929967 14408922 15338565 22758619 23275933 14408922 929643 0 15338565 0 15338565 PUBLICLY TRADED SECURITIES 2845882 2221191 624691 624691 CAPITAL GAINS DISTRIBUTIONS P 451775 451775 451775 1076466 23493 0 23493 0 23493 11335 0 20000 0 31335 X 0 7842 7842 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 0 BRENTWOODFOUNDATION@SBCGLOBAL.NET DEACONESS COMMUNITY FOUNDATION 2167414077 7575 NORTHCLIFF AVENUE SUITE 203 BROOKLYN OH 44144 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND J GRABOW 30799 PINETREE RD NO 274 CLEVELAND OH 44124 VICE CHAIR 1.00 0 0 0 GREGORY P KURTZ 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 MICHAEL MERRIMAN 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 DAVID KRAHE DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 MICHAEL MCCLAIN DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 RICHARD BARONE 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 GEORGE A KAPPOS JR 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TREASURER 3.00 0 0 0 MICHAEL F KILLEEN 30799 PINETREE RD NO 274 CLEVELAND OH 44124 SECRETARY 2.00 0 0 0 BRENDA R SARIDAKIS 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 JEFFREY STANLEY DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 CHRISTINE GIBBONS 30799 PINETREE RD NO 274 CLEVELAND OH 44124 DIRECTOR 30.00 50000 12334 0 MARTIN J BURKE JR 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 THOMAS D ROONEY 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 JEFFERY NEUROCK DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 RENEE HOLCOMB HARDWICK 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 CHRISTOPHER SILKO DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 MICHAEL CLASSEN 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 ROBERT HAMPTON DO 30799 PINETREE RD NO 274 CLEVELAND OH 44124 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 26704162 70159 0 26774321 0 0 26774321 401615 26372706 1318635 1318635 23493 23493 1295142 0 1295142 0 1295142 1220902 0 1220902 1295142 0 0 42958 17376 60334 1220902 0 0 0 1220902 0 60334 60334 0 0 0 0 0 13906 0 0 0 BRENTWOOD-FOUNDATIONORGGRANTHTML 30700 PINETREE ROAD CLEVELAND OH 44124 2164917234 SEE WEBSITE AT WWW.BRENTWOOD-FOUNDATION.ORG/GRANT SEE WEBSITE AT WWW.BRENTWOOD-FOUNDATION.ORG/GRANT SEE WEBSITE AT WWW.BRENTWOOD-FOUNDATION.ORG/GRANT SOUTH POINTE HOSPITAL 4110 WARRENSVILLE CTR RD WARRENSVILLE HTS OH 44122 NOT AN INDIVIDUAL NOT A PRIVATE FOUNDA OSTEOPATHIC PROGRAMS 1070547 AMERICAN COLLEGE OF OSTEOPATHIC SURGEONS 1680 DUKE STREET SUITE 500 ALEXANDRIA VA 22314 NOT AN INDIVIDUAL NOT A PRIVATE FOUNDA OSTEOPATHIC PROGRAMS 5867 1076414 0 14 705868 18 1076466 0 1782334 0 1782334 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 38883 0 38883 BOOKKEEPING 18989 0 18989 BLOOMBERG 3 MONTH 1275841 1275165 INVESCO ULTRA SHORT 125097 124674 ISHARES EDGE MSCI MIN 958724 1366856 ISHARES TREASURY FLOATING 738796 739305 PIMCO ENHANCED SHRT 124999 123619 PIMCO INCOME STABLE 1121703 1152951 VANGUARD INTERMEDIATE 100368 100804 VANGUARD SHORT TERM 1748902 1540540 VANGUARD SHORT TERM BOND 301300 309080 VGRD STC ETF DV 947160 924262 WISDOMTREE EMRG MRKT HG 1365147 1109790 DODGE & COX INTL STOCK 1182766 1401294 DODGE & COX STOCK FUND 1953687 3329979 PARAMETRIC EMRG MKTS 1220188 1166066 PARAMETRIC EMRG MKTS CLASS I 208262 185668 PIMCO ALL ASSET ALL 3783452 2557656 T ROWE PRICE INST LARGE 1308792 3498493 VANGUARD EXPLORER FUND 1211179 1385419 VANGUARD SMALL CAP GROWTH 436946 593086 VANGUARD SMALL CAP VALUE 1400927 2039166 VANGUARD TOTAL INTL STK 1274954 1288844 GAMCO INVESTORS I 4% PFD AT COST 402551 398561 GRANT OFFICE EXPENSES 10865 0 10865 PRESENT VALUE ADJUSTMENT ON LONG TERM GRANTS PAYABLE 637205 0 0 INSURANCE 3782 0 3782 MODIFICATION TO GRANT AGREEMENT -1076413 0 0 INVESTMENT ADVISORY FEES 30000 30000 0 FOREIGN TAX PAID 16096 16096 0 PAYROLL TAXES 3825 0 3825 OH ANNUAL FEE 200 0 200 EXCISE TAX 24901 0 0