Totals
- Total revenue
- $96,467
- Total expenses
- $44,358
- Contributions and grants received
- $120,150
- Grants paid
- $3,750
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- -$23,683
- Total assets, end of year
- $924,613
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $924,613
- Program services expenses (Part IX)
- $16,066
- Management and general expenses
- $26,046
- Fundraising expenses
- $2,246
- Program service expenses (Part III)
- $16,066
Program services were 36.2% 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
$96,660
-
1f · All other contributions, gifts and grants
$23,490
-
8a · Fundraising events: gross income
$16,000
-
8a · Fundraising events: contributions included on line 1c
$96,660
-
8b · Fundraising events: direct expenses
$39,683
-
8c · Net income from fundraising events
total -$23,683 · excluded -$23,683
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,750 · program services $3,750
-
11b · Fees: legal
total $200 · management and general $200
-
11c · Fees: accounting
total $8,497 · management and general $8,497
-
13 · Office expenses
total $253 · program services $228 · management and general $25
-
21 · Payments to affiliates
total $23,828 · program services $9,055 · management and general $12,867 · fundraising $1,906
-
24a · Other expenses: PROGRAM EVENTS
total $5,725 · program services $2,233 · management and general $3,320 · fundraising $172
-
24b · Other expenses: OTHER OPERATING EXPENSE
total $2,105 · program services $800 · management and general $1,137 · fundraising $168
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,029 · end of year $32,859
-
3 · Pledges and grants receivable
end of year $27,400
-
4 · Accounts receivable
end of year $15,875
-
15 · Other assets
beginning of year $792,812 · end of year $848,479
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $801,841 · end of year $924,613
Mission and programs · 2024
Mission
THE MISSION OF THE TOLEDO ROTARY CLUB FOUNDATION IS TO PROMOTE, SUPPORT AND HELP FUND THE EDUCATIONAL AND CHARITABLE EFFORTS OF THE ROTARY CLUB OF TOLEDO. TOLEDO ROTARY WORKS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
Activities or mission (Part I)
TO PROMOTE THE DELIVERY OF HEALTH, SOCIAL & EDUCATIONAL SERVICES FOR YOUTH, THE ELDERLY, THE DISABLED & OTHER DISADVANTAGED CITIZENS RESIDING IN LUCAS COUNTY, OHIO AND THROUGHOUT THE WORLD; TO PROMOTE SOCIAL & ECONOMIC DEVELOPMENT, PEACE & UNDERSTANDING THROUGHOUT THE WORLD
-
FUNDING REQUESTS RECEIVED BY 501(C)(3) ORGANIZATIONS ARE REVIEWED, VETTED AND RECOMMENDATIONS MADE THROUGH THE FOLLOWING SERVICE COMMITTEES OF THE FOUNDATION: COMMUNITY SERVICE, DISABILITY, INTERNATIONAL, PEACE, VOCATIONAL, WATER AND YOUTH. GRANTS MAY BE FUNDED THROUGH ANY OF THESE RECOMMENDATIONS FOLLOWING APPROVAL BY THE CLUB BOARD OF DIRECTORS AND FOUNDATION TRUSTEES.
Expenses $16,066 · Grants $3,750
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JAMES LAYMAN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
MICHAEL MCINTYRE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD WOLFF
SECRETARY-TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JAMES BAEHREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALEXANDER DUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN KENNEDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEAN NIESE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHERYL SEARS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH TAFELSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRENT COUSINO
TRUSTEE THRU 7/24
- Total calculated
- $0
- Hours/week
- 1
-
JACI BUGAJ
EXECUTIVE DIRECTOR
- Total calculated
- $75,510
- From this org
- $0
- From related orgs
- $73,325
- Other
- $2,185
- Hours/week
- 5 + 35 related
-
CHRISTINE SHULTZ
INTERIM EXECUTIVE DIR. DURING 1/25
- Total calculated
- $0
- Hours/week
- 5
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.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(4) · TO PROVIDE SUPPORT FOR COMMUNITY SERVICE WORK · OH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611359349308596
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