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Nonprofiteer
← THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION

Form 990 for tax year 2023

Filed by THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION.

Totals

Total revenue
$180,992
Total expenses
$1,098,511
Contributions and grants received
$0
Grants paid
$1,088,212
Program service revenue
$0
Investment income
$180,992
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,088,212
Management and general expenses
$10,299
Fundraising expenses
$0
Program service expenses (Part III)
$1,088,212

Program services were 99.1% 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.

  • 3 · Investment income

    total $12,212 · excluded $12,212

  • 7a · Gross sales of assets other than inventory

    securities $1,093,879

  • 7b · Less cost or other basis and sales expenses

    securities $925,099

  • 7c · Gain or loss

    securities $168,780

  • 7d · Net gain or loss

    total $168,780 · related or exempt $168,780

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,088,212 · program services $1,088,212

  • 11b · Fees: legal

    total $410 · management and general $410

  • 11c · Fees: accounting

    total $725 · management and general $725

  • 11f · Fees: investment management

    total $4,048 · management and general $4,048

  • 24a · Other expenses: ENDOWMENT FEES

    total $4,916 · management and general $4,916

  • 24b · Other expenses: OHIO FILING FEES

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,959

  • 11 · Investments: publicly traded securities

    beginning of year $979,348

  • 27 · Net assets without donor restrictions

    beginning of year $983,307

Mission and programs · 2023

Mission

TO PROVIDE CHARITABLE, EDUCATIONAL AND RELIGIOUS BENEFITS TO JEWISH WELFARE FEDERATIONS.

  • TO PROVIDE CHARITABLE, EDUCATIONAL, AND RELIGIOUS BENEFITS TO THE YOUNG LEADERSHIP PROGRAM AND OTHER PROGRAMS OF THE JEWISH FEDERATION OF GREATER TOLEDO AND OTHER 501 (C)(3) CHARITIES.

    Expenses $1,068,212 · Grants $1,068,212

  • TO PROVIDE EDUCATIONAL OPPORTUNITIES ALONG WITH OPERATIONAL AND PROGRAM NEEDS OF THE HEBREW JEWISH DAY SCHOOL, A 501(C)(3) CHARITY.

    Expenses $20,000 · Grants $20,000

  • TO PROVIDE TO STUDENTS IN NEED.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joel S Beren

    DIRECTOR

    Total calculated
    $0

  • Harley J Kripke

    DIRECTOR

    Total calculated
    $0

  • Jerome Phillips

    DIRECTOR

    Total calculated
    $0

  • Stephen Rothschild

    CHIEF EXEC O

    Total calculated
    $0

  • Adele Wasserstrom

    VICE PRESIDE

    Total calculated
    $0

  • Sam Zyndorf

    PRESIDENT

    Total calculated
    $0

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $1,023,212. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2024
IRS schema version
2023v5.0
Source object
202411299349302971

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