2026-06-03T15:24:46-05:00 2025-12-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990PF 2025-01-01 341372066 DEACONESS FOUNDATION DEAC 2165039351 PO BOX 5787 CLEVELAND OH 44101 CATHY BELK PRESIDENT 2165039351 2026-05-12 1 JAMES R KOMOS CPA P00174589 2168317171 2026-05-12 2025 2025-03-06 01:10:19Z X 65417952 X 13749 3068338 3068338 1166052 6675080 1166052 4248139 4234390 0 262285 5175 0 257110 43017 0 0 43016 62374 0 0 58722 15719 0 0 15883 25805 0 0 25805 170494 0 0 175516 75197 0 0 16495 4587 0 0 9551 0 0 9854 23398 0 0 23882 278283 86894 0 190320 970710 92069 0 816603 1952750 1952750 2923460 92069 0 2769353 1324679 4142321 0 26352 41672 41672 281531 129495 129495 12842 16307 16307 59588759 65218903 65218903 39407 27832 16162 11575 11575 59925646 65417952 65417952 189134 66802 189134 66802 X 59736512 65351150 0 0 59736512 65351150 59925646 65417952 59736512 1324679 4289959 65351150 0 65351150 PUBLICLY TRADED SECURITIES P 6675080 5509028 1166052 1166052 1166052 1166052 57578 0 57578 0 57578 61253 0 0 0 61253 X 142 3533 3533 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 WWW.DEACONESSFDN.ORG CATHY BELK 2165039351 PO BOX 5787 CLEVELAND OH 44101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY BELK PO BOX 5787 CLEVELAND OH 44101 PRESIDENT & CEO 40.00 258757 31973 0 CARRIE CLARK PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 6/1-12/31 CHAIR 1/1-5/31 0.50 0 0 0 JUSTIN R HORTON CFP PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 KENNETH LIANG PO BOX 5787 CLEVELAND OH 44101 TREASURER 6/1-12/31 TRUSTEE 1/1-5/31 0.50 0 0 0 TOM LITTMAN PO BOX 5787 CLEVELAND OH 44101 VICE CHAIR 6/1-12/31 TRUSTEE 1/1-5/31 0.50 0 0 0 ANDREA LYONS PO BOX 5787 CLEVELAND OH 44101 CHAIR 6/1-12/31 VICE CHAIR 1/1-5/31 0.50 0 0 0 ANN O'BRIEN PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 MIGUEL PEREZ PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 LAURIE POGEL PO BOX 5787 CLEVELAND OH 44101 SECRETARY 0.50 0 0 0 MELTRICE SHARP PO BOX 5787 CLEVELAND OH 44101 TREASURER 1/1-5/31 0.50 0 0 0 ANN ZOLLER PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 0.50 0 0 0 JAMES HARDIMAN PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 6/1-12/31 0.50 0 0 0 SHAKORIE DAVIS PO BOX 5787 CLEVELAND OH 44101 TRUSTEE 6/1-12/31 0.50 0 0 0 MARY MARGEVICIUS PO BOX 5787 CLEVELAND OH 44101 FORMER VICE PRESIDEN 0.01 102679 214 0 DANIELLE CRAWFORD PO BOX 5787 CLEVELAND OH 44101 FORMER VICE PRESIDEN 0.01 41816 4363 0 0 CLEARSTEAD 1100 SUPERIOR AVENUE EAST SUITE 700 CLEVELAND OH 44114 INVESTMENT CONSULTING 92597 0 0 60386418 2308384 0 62694802 0 0 62694802 940422 61754380 3087719 3087719 57578 57578 3030141 0 3030141 0 3030141 2769353 0 2769353 3030141 0 0 258766 99174 357940 2769353 0 0 0 2769353 0 260788 260788 97152 0 0 0 0 0 0 0 97152 97152 X ARCHWOOD UNITED CHURCH OF CHRIST 2800 ARCHWOOD AVE CLEVELAND OH 44109 NC 2025 MISSION OUTREACH 4500 BEAT THE STREETS CLEVELAND 6107 BROADWAY AVE CLEVELAND OH 44127 NC WORKFORCE PROGRAMS 35000 CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY SUITE 1604 NEW YORK NY 10004 NC WORKFORCE PROGRAMS 50000 CHURCH OF THE REDEEMER 23500 CENTER RIDGE ROAD WESTLAKE OH 44145 NC 2025 MISSION OUTREACH 3500 CLAGUE ROAD UNITED CHURCH OF CHRIST 3650 CLAGUE ROAD NORTH OLMSTED OH 44070 NC 2025 MISSION OUTREACH 3500 CLEVELAND CENTER FOR ARTS & TECHNOLOGY (DBA NEWBRIDGE) 3634 EUCLID AVE SUITE 100 CLEVELAND OH 44115 NC HEALTHCARE TRAINING PROGRAMS AND HEALTHCARE SECTOR PARTNERSHIP 100000 COLLABORATE CLEVELAND 2020 CENTER STREET CLEVELAND OH 44113 NC PRESIDENTS FUND 20000 COLLEGE NOW GREATER CLEVELAND 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 NC WORKFORCE PROGRAMS 75000 DENISON AVENUE UNITED CHURCH OF CHRIST 9900 DENISON AVENUE CLEVELAND OH 44102 NC 2025 MISSION OUTREACH 3500 DOVER CONGREGATIONAL UNITED CHURCH OF CHRIST 2239 DOVER CENTER ROAD WESTLAKE OH 44145 NC 2025 MISSION OUTREACH 3500 EDWINS LEADERSHIP & RESTAURANT INSTITUTE 13101 SHAKER SQUARE CLEVELAND OH 44120 NC MANAGEMENT FELLOWSHIP AT EDWINS 50000 ESPERANZA INC 3104 WEST 25TH STREET - 4TH FLOOR CLEVELAND OH 44109 NC PRESIDENTS FUND 10000 FEDERATED UNITED CHURCH OF CHRIST 76 BELL STREET CHAGRIN FALLS OH 44022 NC 2025 MISSION OUTREACH 1600 FUND FOR OUR ECONOMIC FUTURE PO BOX 6297 CLEVELAND OH 44101 NC WORKFORCE PROGRAMS 220000 GREATER CLEVELAND WORKS 1910 CARNEGIE AVE CLEVELAND OH 44122 NC WORKFORCE PROGRAMS 80000 IMANI UNITED CHURCH OF CHRIST 1505 EAST 260TH STREET EUCLID OH 44132 NC 2025 MISSION OUTREACH 3500 LEGAL AID SOCIETY OF CLEVELAND 1223 WEST 6TH STREET CLEVELAND OH 44113 NC WORKFORCE PROGRAMS 100000 LOCAL INITIATIVES SUPPORT CORP 28 LIBERTY STREET 34TH FLOOR NEW YORK NY 10005 NC WORKFORCE PROGRAMS 70000 LYNDHURST COMMUNITY OF FAITH 5312 MAYFIELD ROAD CLEVELAND OH 44124 NC RICHMOND HEIGHTS SCHOOL DISTRICT CULINARY CLUB 3000 MAGNET 1800 E 63RD STREET CLEVELAND OH 44103 NC MANUFACTURING SECTOR PARTNERSHIP 50000 MIDDLEBURG HEIGHTS COMMUNITY UNITED CHURCH OF CHRIST 7165 BIG CREEK PARKWAY MIDDLEBURG HEIGHTS OH 44130 NC FOOD ASSISTANCE, PURCHASE DAILY NECESSITIES 3500 MT ZION CONGREGATIONAL CHURCH UCC 10723 MAGNOLIA DRIVE CLEVELAND OH 44106 NC CHRISTIAN BUSINESS LEAGUE 3500 OHIO EXCELS 41 S HIGH ST SUITE 2245 COLUMBUS OH 43215 NC PRESIDENTS FUND 10000 OHIO GUIDESTONE 343 WEST BAGLEY ROAD BEREA OH 44107 NC OPERATING SUPPORT FOR WORKFORCE 360 80000 OPEN DOORS ACADEMY 1427 EAST 36TH STREET SUITE 4206A BUILDING 42 6TH FLOOR CLEVELAND OH 44114 NC WORKFORCE PROGRAMS 90000 PILGRIM CONGREGATIONAL UNITED CHURCH OF CHRIST 2592 WEST 14TH STREET CLEVELAND OH 44113 NC PILGRIM FOOD PANTRY 3500 RESOURCE CLEVELAND 4115 BRIDGE AVE CLEVELAND OH 44113 NC WORKFORCE PROGRAMS 75000 RIDGE ROAD UNITED CHURCH OF CHRIST 6050 RIDGE ROAD PARMA OH 44129 NC MINISTRY OUTREACH TO ASSIST FAMILIES 3500 SAINT MARTIN DE PORRES HIGH SCHOOL 6202 ST CLAIR AVE CLEVELAND OH 44103 NC WORKFORCE PROGRAMS 45000 SAINT PAUL'S COMMUNITY CHURCH 4427 FRANKLIN BLVD CLEVELAND OH 44113 NC NEIGHBOR OUTREACH 3500 SAINT PETER UNITED CHURCH OF CHRIST 125 EAST RIDGEWOOD DRIVE SEVEN HILLS OH 44131 NC PARMA MUTUAL MINISTRIES 1400 STRONGSVILLE UNITED CHURCH OF CHRIST 13740 PEARL ROAD STRONGSVILLE OH 44136 NC FREE LUNCH FOR ALL 3500 THE CENTERS FOR FAMILIES & CHILDREN 4500 EUCLID AVE CLEVELAND OH 44103 NC WORKFORCE PROGRAMS 80000 THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 NC WORKFORCE PROGRAMS 31000 THE SALVATION ARMY 2507 E 22ND STREET CLEVELAND OH 44115 NC WORKFORCE PROGRAMS 75000 THE SPANISH AMERICAN COMMITTEE 4407 LORAIN AVE CLEVELAND OH 44113 NC WORKFORCE PROGRAMS 45000 THE TEACHING CLEVELAND FOUNDATION 4146 GILES ROAD CHAGRIN FALLS OH 44022 NC PRESIDENTS FUND 10000 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 NC WORKFORCE PROGRAMS, DEB VESY SYSTEMS CHANGE CHAMPION AWARD 245000 TRI-C FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 NC WORKFORCE PROGRAMS 30000 WEST PARK UNITED CHURCH OF CHRIST 3909 ROCKY RIVER DRIVE CLEVELAND OH 44111 NC WEST PARK UCC COMMUNITY CUPBOARD 3500 YOUTH OPPORTUNITIES UNLIMITED 1228 EUCLID AVENUE SUITE 200 CLEVELAND OH 44115 NC WORKFORCE PROGRAMS 222000 1950500 0 14 3068338 18 1166052 0 4234390 0 4234390 0 0 0 0 0 0 0 0 0 0 X X 1 THE JOHN HUNTINGTON BENEVOLENT FUND CO THE CLEVELAND FOUNDA 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 5846 X 2 THE JOHN R RAIBLE FUND CO THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 7903 X ACCOUNTING 25805 0 0 25805 THE OHIO ATTORNEY GENERAL HAS EXEMPTED THIS ORGANIZATION FROM REGISTRATION IN THE STATE OF OHIO. FEDERATED TOTAL RETURN FMV 11058327 11058327 FIDELITY 500 FMV 11606416 11606416 TRANSAMERICA FMV 5295518 5295518 VANGUARD EQUITY INCOME FMV 6978657 6978657 FIDELITY MID CAP FMV 1078567 1078567 TRUST DISTRIBUTION ACCOUNT FMV 1767209 1767209 NON TRUST - FIDELITY 500 FMV 2236959 2236959 NON TRUST - VANGUARD WCM FMV 1836161 1836161 NON TRUST - TRANSAMERICA FMV 862426 862426 NON TRUST - FEDERATED TOTAL RETURN FMV 2285042 2285042 NON TRUST - FIDELITY MID CAP FMV 260692 260692 NON TRUST DISTRIBUTION ACCOUNT FMV 651431 651431 WEATHERLOW FUND FMV 6386660 6386660 VANGUARD INTERNATIONAL GROWTH FMV 4912581 4912581 CLIFFWATER FMV 3597666 3597666 NON TRUST - VANGUARD INTERNATIONAL GROWTH FMV 774468 774468 NON TRUST - CLIFFWATER FMV 1105636 1105636 NON TRUST - HARBOR SCV INST FMV 216950 216950 HARBOR SCV INST FMV 1096800 1096800 NON TRUST - HARBOR SCG RET FMV 179397 179397 HARBOR SCG RET FMV 906952 906952 CLEARACCESS FUND FMV 124388 124388 LEGAL 15719 0 0 15883 DUES AND SUBSCRIPTIONS 12845 0 0 12845 INSURANCE 28895 0 0 28895 OTHER PURCHASED SERVICES 134763 0 0 134400 WORKERS COMP 211 0 0 211 INFORMATION TECHNOLOGY 14675 0 0 13969 INVESTMENT MANAGEMENT FEES 86894 86894 0 0 UNREALIZED GAIN ON INVESTMENTS 4289959 MANAGEMENT & CONSULTING 170494 0 0 175516 PAYROLL TAXES 16495 0 0 16495 NET INVESTMENT INCOME TAX 57697 0 0 0 MISCELLANEOUS TAXES 1005 0 0 0