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Nonprofiteer
← OHIO HISTORY CONNECTION FOUNDATION

Form 990 for tax year 2023

Filed by OHIO HISTORY CONNECTION FOUNDATION.

Totals

Total revenue
$6,981,132
Total expenses
$1,929,737
Contributions and grants received
$2,061,201
Grants paid
$1,908,652
Program service revenue
$0
Investment income
$4,919,931
Other revenue
$0
Total assets, end of year
$23,027,327
Total liabilities, end of year
$237,744
Net assets or fund balances, end of year
$22,789,583
Program services expenses (Part IX)
$1,908,652
Management and general expenses
$21,085
Fundraising expenses
$0
Program service expenses (Part III)
$1,908,652

Program services were 98.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEFFREY K WARD

    CHIEF FINANCIAL OFFICER

    Total calculated
    $164,950
    From this org
    $0
    From related orgs
    $164,950
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $148,729 related
    Bonus
    $0
    Other
    $0 + $16,221 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $164,950 related

  • MELODY YOUNG

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ROACH

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JON ELSASSER

    SECRETARY

    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

  • 2 · Substantiation required before reimbursing expenses

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)

PART II LINE 1
THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR OTHER EMPLOYEES. OFFICERS, DIRECTORS AND OTHER EMPLOYEES ARE COMPENSATED THROUGH THE RELATED ORGANIZATIONS, THE OHIO HISTORICAL SOCIETY.

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

  • OHIO HISTORICAL SOCIETY

    $1,908,652

    THE GRANT AWARDED TO THE OHIO HISTORICAL SOCIETY, INC. IS FOR THE SUPPORT OF THE PROGRAMS AND MISSION OF THE OHIO HISTORICAL SOCIETY, INC.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349304374

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