Nonprofit · EIN 20-3816760
WESTFIELD INSURANCE FOUNDATION
Tax-exempt · WESTFIELD CTR, OH 44251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,094,217 | $4,129,060 | -$34,843 | $35,645,305 | $849,258 | $34,796,047 |
| December 31, 2023 | 990-PF | $2,513,631 | $3,866,918 | -$1,353,287 | $36,125,493 | $578,818 | $35,546,675 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $696,350
- Net gain from sales of assets
- $3,397,867
Expenses
- Grants and similar amounts paid
- $3,464,676
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $427,316
- Disbursements for charitable purposes
- $3,782,388
- Excise tax on investment income
- $64,718
Balance sheet and other
- Total assets, start of year
- $36,125,493
- Total assets, end of year
- $35,645,305
- Total liabilities, end of year
- $849,258
- Net assets, end of year
- $34,796,047
- Fair market value of assets
- $35,645,305
- Qualifying distributions
- $3,782,388
- Net investment income
- $4,839,202
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edward Largent PO Box 5001, Westfield Center, OH 44251 | Chair | 0.5 | $0 |
| Frank Carrino PO Box 5001, Westfield Center, OH 44251 | President | 1 | $0 |
| Joseph Kohmann PO Box 5001, Westfield Center, OH 44251 | Treasurer | 0.5 | $0 |
| Jani Groza PO Box 5001, Westfield Center, OH 44251 | Secretary | 15 | $0 |
| Kathy Golovan PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Jack Kuhn PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Kristine Neate PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Jennifer Palmieri PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Stuart Rosenberg PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Kohmann PO Box 5001, Westfield Center, OH 44251 | Director | 0.5 | $0 |
| Edward Largent PO Box 5001, Westfield Center, OH 44251 | director | 0.5 | $0 |
| Jani Groza PO Box 5001, Westfield Center, OH 44251 | Director | 15 | $0 |
| Frank Carrino PO Box 5001, Westfield Center, OH 44251 | Director | 1 | $0 |
| Stuart Rosenberg PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Jack Kuhn PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Robyn Hahn PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Kristine Neate PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Jennifer Palmieri PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
| Kathy Golovan PO Box 5001, Westfield Center, OH 44251 | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5001, WESTFIELD CTR, OH 44251-5001
- In care of
- % WESTFIELD
- Signed the 990-PF
- Keith A Corbin II, Director, Tax Accounting
- Phone
- (330) 887-8431
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3816760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $35,645,305
- Income (IRS master file)
- $4,094,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,094,217 | $4,129,060 | $35,645,305 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,513,631 | $3,866,918 | $36,125,493 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3816760).
Questions about WESTFIELD INSURANCE FOUNDATION
- What is the EIN of WESTFIELD INSURANCE FOUNDATION?
- The employer identification number (EIN) of WESTFIELD INSURANCE FOUNDATION is 20-3816760.
- Is WESTFIELD INSURANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WESTFIELD INSURANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESTFIELD INSURANCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESTFIELD INSURANCE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTFIELD INSURANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WESTFIELD INSURANCE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does WESTFIELD INSURANCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,094,217, expenses of $4,129,060 and total assets of $35,645,305 at year end.
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All nonprofits in WESTFIELD CTR · Ohio · Philanthropy, voluntarism and grantmaking foundations