Totals
- Total revenue
- $94,384,895
- Total expenses
- $96,620,001
- Contributions and grants received
- $4,808,929
- Grants paid
- $34,262,367
- Program service revenue
- $84,174,457
- Investment income
- $5,369,380
- Other revenue
- $32,129
- Total assets, end of year
- $322,392,514
- Total liabilities, end of year
- $22,858,310
- Net assets or fund balances, end of year
- $299,534,204
- Program services expenses (Part IX)
- $86,811,107
- Management and general expenses
- $8,043,128
- Fundraising expenses
- $1,765,766
- Program service expenses (Part III)
- $86,811,107
Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$411,610
-
1e · Government grants (contributions)
$246,391
-
1f · All other contributions, gifts and grants
$4,150,928
-
1g · Noncash contributions included above
$185,352
-
2a · Program service revenue: STUDENT TUITION
total $70,053,853 · related or exempt $70,053,853
-
2b · Program service revenue: DORMITORIES
total $7,704,144 · related or exempt $7,704,144
-
2c · Program service revenue: FOOD SERVICE
total $4,719,982 · related or exempt $4,719,982
-
2d · Program service revenue: BOOK STORE SALES
total $196,038 · related or exempt $196,038
-
2e · Program service revenue: RENTAL/HOUSING
total $49,667 · related or exempt $49,667
-
2f · All other program service revenue
total $1,450,773 · related or exempt $1,450,773
-
3 · Investment income
total $3,877,621 · unrelated business $82,683 · excluded $3,794,938
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $10,135 · excluded $10,135
-
6a · Gross rents
real property $52,500
-
6c · Rental income or loss
real property $52,500 · personal property $0
-
6d · Net rental income or loss
total $52,500 · excluded $52,500
-
7a · Gross sales of assets other than inventory
securities $33,559,738
-
7b · Less cost or other basis and sales expenses
securities $32,067,979
-
7c · Gain or loss
securities $1,491,759
-
7d · Net gain or loss
total $1,491,759 · excluded $1,491,759
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$411,610
-
8b · Fundraising events: direct expenses
$30,506
-
8c · Net income from fundraising events
total -$30,506 · excluded -$30,506
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $34,262,367 · program services $34,262,367
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,973,449 · program services $947,068 · management and general $713,347 · fundraising $313,034
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $25,182,801 · program services $22,449,394 · management and general $2,048,785 · fundraising $684,622
-
8 · Pension plan contributions
total $2,077,669 · program services $1,748,951 · management and general $213,357 · fundraising $115,361
-
9 · Other employee benefits
total $4,641,449 · program services $3,949,410 · management and general $616,014 · fundraising $76,025
-
10 · Payroll taxes
total $1,873,970 · program services $1,627,369 · management and general $173,284 · fundraising $73,317
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $690,437 · program services $27,705 · management and general $662,732
-
11c · Fees: accounting
total $123,525 · management and general $123,525
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $16,538 · fundraising $16,538
-
11f · Fees: investment management
total $392,533 · management and general $392,533
-
11g · Fees: other
total $4,315,540 · program services $3,761,031 · management and general $554,509
-
12 · Advertising and promotion
total $315,692 · program services $235,582 · management and general $54,058 · fundraising $26,052
-
13 · Office expenses
total $4,296,205 · program services $3,852,025 · management and general $355,717 · fundraising $88,463
-
14 · Information technology
total $1,967,609 · program services $1,651,608 · management and general $316,001
-
15 · Royalties
total $0
-
16 · Occupancy
total $3,391,193 · program services $2,650,602 · management and general $740,591
-
17 · Travel
total $1,888,371 · program services $1,750,542 · management and general $81,550 · fundraising $56,279
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $741,305 · program services $313,762 · management and general $283,713 · fundraising $143,830
-
20 · Interest
total $480,125 · program services $362,702 · management and general $117,423
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $5,961,380 · program services $5,708,756 · management and general $222,692 · fundraising $29,932
-
23 · Insurance
total $229,200 · program services $229,200
-
24a · Other expenses: DUES & MEMBERSHIPS
total $332,528 · program services $135,942 · management and general $120,749 · fundraising $75,837
-
24b · Other expenses: EQUIPMENT
total $821,902 · program services $796,126 · management and general $25,051 · fundraising $725
-
24c · Other expenses: CATERING EXPENSE
total $214,734 · program services $118,143 · management and general $44,772 · fundraising $51,819
-
24d · Other expenses: COLLECTION EXPENSE
total $170,587 · management and general $170,587
-
24e · All other expenses
total $258,892 · program services $232,822 · management and general $12,138 · fundraising $13,932
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,569 · end of year $4,569
-
2 · Savings and temporary cash investments
beginning of year $34,093,537 · end of year $33,819,946
-
3 · Pledges and grants receivable
beginning of year $992,806 · end of year $652,653
-
4 · Accounts receivable
beginning of year $1,950,195 · end of year $2,101,549
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $946,407 · end of year $684,715
-
8 · Inventories for sale or use
beginning of year $75,730 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$252,161,478
-
10b · Land, buildings and equipment: accumulated depreciation
$115,747,276
-
10c · Land, buildings and equipment, net
beginning of year $139,548,398 · end of year $136,414,202
-
11 · Investments: publicly traded securities
beginning of year $113,703,931 · end of year $122,563,533
-
12 · Investments: other securities
beginning of year $14,179,026 · end of year $14,233,784
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $10,816,146 · end of year $11,917,563
-
17 · Accounts payable and accrued expenses
beginning of year $4,577,053 · end of year $4,007,496
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $685,576 · end of year $233,878
-
20 · Tax-exempt bond liabilities
beginning of year $15,675,160 · end of year $14,472,543
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $500,000 · end of year $0
-
25 · Other liabilities
beginning of year $3,926,382 · end of year $4,144,393
-
27 · Net assets without donor restrictions
beginning of year $146,761,852 · end of year $142,694,162
-
28 · Net assets with donor restrictions
beginning of year $144,184,722 · end of year $156,840,042
Mission and programs · 2022
Mission
THE UNIVERSITY AFFIRMS THE INSTITUTION'S MISSION TO PREPARE STUDENTS FOR FULFILLING LIVES, MEANINGFUL WORK AND RESPONSIBLE CITIZENSHIP. WITH 54 MAJORS AND 60 MINORS IN UNDERGRADUATE STUDIES TO CHOOSE FROM, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSEWORK IN KEEPING WITH THE LIBERAL ARTS TRADITION.
Activities or mission (Part I)
WITH 54 UNDERGRAD MAJORS AND 60 MINORS TO CHOOSE FROM, AS WELL AS MASTER'S AND DOCTORAL PROGRAMS, UNIVERSITY OF MOUNT UNION OFFERS A WIDE ARRAY OF ACADEMIC COURSES.
-
THE LARGEST PROGRAM SERVICE IS UNDERGRADUATE AND GRADUATE EDUCATION BACHELOR'S DEGREES IN ARTS, MUSIC, MUSIC EDUCATION AND SCIENCE ARE OFFERED. THERE ARE 54 UNDERGRADUATE MAJORS INCLUDING BUSINESS ADMINISTRATION, EDUCATION AND SPORTS BUSINESS. MASTER'S DEGREES IN PHYSICIAN ASSISTANT STUDIES AND EDUCATIONAL LEADERSHIP AS WELL AS DOCTORATE IN PHYSICAL THERAPY ARE ALL OFFERED. THE TOTAL ENROLLMENT FOR FALL 2022 WAS 2,128 STUDENTS.
Expenses $72,164,197 · Grants $34,262,367 · Revenue $71,031,501
-
AUXILIARY SERVICES IS ONE OF THE LARGEST PROGRAM SERVICES WHICH INCLUDES HOUSING STUDENTS AND PROVIDING CONTRACTED FOOD SERVICES.
Expenses $9,746,483 · Revenue $12,714,007
-
INTERCOLLEGIATE ATHLETICS IS A PROGRAM SERVICE THAT IS OFFERED TO OUR STUDENTS. THE UNIVERSITY HAS 24 DIFFERENT MEN'S AND WOMEN'S TEAMS AVAILABLE UNDER THE AUTHORITY OF THE NCAA DIVISION III. IN THE 2022 YEAR, 873 STUDENTS COMPETED IN AT LEAST ONE SPORT AND THE UNIVERSITY HAS A STEEP TRADITION IN THE OHIO ATHLETIC CONFERENCE, THE THIRD OLDEST ATHLETIC CONFERENCE IN THE COUNTRY. MANY OF OUR ATHLETIC TEAMS ARE VERY COMPETITIVE, BOTH WITHIN THE OAC AND ON A NATIONAL STAGE. PROGRAM EXPENSES WITHIN INTERCOLLEGIATE ATHLETICS REPRESENTS COMPENSATION FOR COACHES AND TEAM EXPENSES, WHILE REVENUE ONLY ENCOMPASSES TICKET SALES. AS A DIVISION III SCHOOL, MOUNT UNION OFFERS NO ATHLETIC SCHOLARSHIPS, ALLOWING OUR STUDENTS TO PARTICIPATE IN INTERCOLLEGIATE ATHLETICS AS AN EXTENSION OF THEIR OVERALL LIVING AND LEARNING EXPERIENCE.
Expenses $4,900,427 · Revenue $428,949
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gregory KingGREGORY KING
VP, ADVANCMENT/ENROLLMENT
- Total calculated
- $275,436
- From this org
- $244,821
- From related orgs
- $0
- Other
- $30,615
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,192
- Bonus
- $0
- Other
- $629
- Deferred
- $24,412
- Nontaxable benefits
- $6,203
- Filer's total
- $275,436
-
Dr Thomas J BotzmanDR THOMAS J BOTZMAN
FORMER PRESIDENT (LEFT 6/22)
- Total calculated
- $272,685
- From this org
- $201,352
- From related orgs
- $0
- Other
- $71,333
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,686
- Bonus
- $41,113
- Other
- $7,553
- Deferred
- $53,257
- Nontaxable benefits
- $18,076
- Filer's total
- $272,685
-
Patrick HeddlestonPATRICK HEDDLESTON
SENIOR VP & CFO
- Total calculated
- $227,253
- From this org
- $194,904
- From related orgs
- $0
- Other
- $32,349
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,904
- Bonus
- $0
- Other
- $0
- Deferred
- $20,634
- Nontaxable benefits
- $11,715
- Filer's total
- $227,253
-
Robert GervasiROBERT GERVASI
INTERIM PRESIDENT
- Total calculated
- $208,340
- From this org
- $195,522
- From related orgs
- $0
- Other
- $12,818
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,172
- Bonus
- $0
- Other
- $2,350
- Deferred
- $0
- Nontaxable benefits
- $12,818
- Filer's total
- $208,340
-
Jeffrey BreeseJEFFREY BREESE
PROVOST/VP FOR ACADEMIC AFFAIR
- Total calculated
- $181,552
- From this org
- $168,912
- From related orgs
- $0
- Other
- $12,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,912
- Bonus
- $0
- Other
- $0
- Deferred
- $10,392
- Nontaxable benefits
- $2,248
- Filer's total
- $181,552
-
Sandra MadarSANDRA MADAR
INTERIM VPAA/DEAN CNHS
- Total calculated
- $178,816
- From this org
- $159,620
- From related orgs
- $0
- Other
- $19,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,620
- Bonus
- $0
- Other
- $0
- Deferred
- $16,277
- Nontaxable benefits
- $2,919
- Filer's total
- $178,816
-
John FrazierJOHN FRAZIER
VP FOR STUDENT AFFAIRS
- Total calculated
- $177,784
- From this org
- $160,688
- From related orgs
- $0
- Other
- $17,096
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,688
- Bonus
- $0
- Other
- $0
- Deferred
- $16,137
- Nontaxable benefits
- $959
- Filer's total
- $177,784
-
Kristine StillKRISTINE STILL
DEAN, APPLIED/SOCIAL STUDIES
- Total calculated
- $160,135
- From this org
- $139,886
- From related orgs
- $0
- Other
- $20,249
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,886
- Bonus
- $0
- Other
- $0
- Deferred
- $14,533
- Nontaxable benefits
- $5,716
- Filer's total
- $160,135
-
Timothy MeyersTIMOTHY MEYERS
CHAIR OF NURSING PROGRAM
- Total calculated
- $153,247
- From this org
- $137,012
- From related orgs
- $0
- Other
- $16,235
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,012
- Bonus
- $0
- Other
- $0
- Deferred
- $13,910
- Nontaxable benefits
- $2,325
- Filer's total
- $153,247
-
Betsy EkeyBETSY EKEY
PROFESSOR, PHYSICIAN ASSISTANT
- Total calculated
- $149,735
- From this org
- $135,910
- From related orgs
- $0
- Other
- $13,825
- Hours/week
- 40
-
Sheryl HoltSHERYL HOLT
DIRECTOR, PHYSICAL THERAPY
- Total calculated
- $144,641
- From this org
- $131,125
- From related orgs
- $0
- Other
- $13,516
- Hours/week
- 40
-
Ronald CrowlRONALD CROWL
DIRECTOR OF SPECIAL PROJECTS
- Total calculated
- $136,723
- From this org
- $124,075
- From related orgs
- $0
- Other
- $12,648
- Hours/week
- 40
-
Bryan BoatrightBRYAN BOATRIGHT
INTERIM VPAA/REGISTRAR
- Total calculated
- $128,599
- From this org
- $112,309
- From related orgs
- $0
- Other
- $16,290
- Hours/week
- 40
-
Melissa GardnerMELISSA GARDNER
VP FOR MARKETING
- Total calculated
- $119,561
- From this org
- $104,343
- From related orgs
- $0
- Other
- $15,218
- Hours/week
- 40
-
Dr April C MasonDR APRIL C MASON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Bradley D CarmanDR BRADLEY D CARMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Chad V JohnsonMR CHAD V JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Daniel KellerMR DANIEL KELLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Edward KolesarMR EDWARD KOLESAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Flint J BrentonMR FLINT J BRENTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Gerard P MastroianniMR GERARD P MASTROIANNI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Miss Gretchen L SchulerMISS GRETCHEN L SCHULER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ms Heidi K BartholomewMS HEIDI K BARTHOLOMEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mrs J Lynne BieryMRS J LYNNE BIERY
TRSUTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr James E CostanzoMR JAMES E COSTANZO
TRSUTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr James P EismonMR JAMES P EISMON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Janice SandersMRS JANICE SANDERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Jennifer SlackMRS JENNIFER SLACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Joel L SassaMR JOEL L SASSA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr John J FlynnMR JOHN J FLYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ms Lee Ann ThornMS LEE ANN THORN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Mark FedorMR MARK FEDOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Matthew G DarrahMR MATTHEW G DARRAH
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ms Mei-Lin KhooMS MEI-LIN KHOO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr W Michael JarrettMR W MICHAEL JARRETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Clendon ThomasMR CLENDON THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Richard L DrakeDR RICHARD L DRAKE
VICE CHAIR - BOARD OF TRUSTEES
- Total calculated
- $0
- Hours/week
- 1
-
Mr Richard MarabitoMR RICHARD MARABITO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Robert CurryMR ROBERT CURRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Scott R GindlesbergerMR SCOTT R GINDLESBERGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Sean M MooreMR SEAN M MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Suzan GorisMRS SUZAN GORIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Victor J BoschiniDR VICTOR J BOSCHINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Laurence E TalleyMR LAURENCE E TALLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rachelle BrownRACHELLE BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nancy HillNANCY HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Allen GreenALLEN GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Nicholas WalkerMR NICHOLAS WALKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mr Robert NewboldMR ROBERT NEWBOLD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A
- THE PRESIDENT AND THE VP OF ADVANCEMENT HAVE COUNTRY CLUB DUES PAID BY THE UNIVERSITY FOR BUSINESS ENTERTAINMENT PURPOSES. THE DUES IN COLUMN III ARE TAXABLE FOR PERSONAL USE. USAGE IS DOCUMENTED TO DETERMINE THE PERSONAL VERSUS BUSINESS USE. THE PRESIDENT ALSO USES A HOUSEKEEPING SERVICE THAT IS INCLUDED AS A TAXABLE FRINGE BENEFIT ON HIS W-2. HOUSING FOR THE PRESIDENT IS PROVIDED BY THE UNIVERSITY AND REQUIRED BY CONTRACT. THE RESIDENCE IS CONTIGUOUS TO THE CAMPUS, THE PRESIDENT IS REQUIRED TO LIVE THERE AND IS REQUIRED TO CONDUCT UNIVERSITY-RELATED BUSINESS THERE PER HIS CONTRACT. DUE TO CODE SECTION 119 EXCLUSION, THIS AMOUNT IS NOT INCLUDED IN TAXABLE INCOME. THE VALUE OF THIS HOUSING TOTALS $25,000 AND IS INCLUDED IN COLUMN D ON PT. II. DR. THOMAS J. BOTZMAN AND ROBERT GERVASI BOTH RECEIVED $12,500 IN NONTAXABLE HOUSING BENEFITS DURING THE YEAR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (8)
TRUST · CHARITABLE TR · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202400979349300815
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.