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Nonprofiteer
← DONALD L SOLOMON FUND

Form 990 for tax year 2023

Filed by DONALD L SOLOMON FUND.

Totals

Total revenue
-$44,408
Total expenses
$148,065
Contributions and grants received
$0
Grants paid
$122,322
Program service revenue
$0
Investment income
-$44,408
Other revenue
$0
Total assets, end of year
$1,974,668
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,974,668
Program services expenses (Part IX)
$122,322
Management and general expenses
$25,743
Fundraising expenses
$0
Program service expenses (Part III)
$122,322

Program services were 82.6% 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 $34,129 · excluded $34,129

  • 7a · Gross sales of assets other than inventory

    securities $1,069,870

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

    securities $1,148,407

  • 7c · Gain or loss

    securities -$78,537

  • 7d · Net gain or loss

    total -$78,537 · related or exempt -$78,537

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $114,967 · program services $114,967

  • 2 · Grants to domestic individuals

    total $7,355 · program services $7,355

  • 11a · Fees: management

    total $9,172 · management and general $9,172

  • 11c · Fees: accounting

    total $2,570 · management and general $2,570

  • 11f · Fees: investment management

    total $13,801 · management and general $13,801

  • 11g · Fees: other

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,934 · end of year $122,610

  • 11 · Investments: publicly traded securities

    beginning of year $1,830,379 · end of year $1,852,058

  • 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 $1,834,313 · end of year $1,974,668

Mission and programs · 2023

Mission

TO SUPPORT AND FURTHER THE PURPOSES OF THE JEWISH FEDERATION OF GREATER TOLEDO.

Activities or mission (Part I)

SUPPORT JEWISH FEDERATION OF TOLEDO, ITS PURPOSES AND PROGRAMS

  • GRANTS TO THE JEWISH FEDERATION OF GREATER TOLEDO TO SUPPORT THE JEWISH FEDERATION AND ITS PROGRAMS.

    Expenses $52,000 · Grants $52,000

  • GRANTS TO CHABAD HOUSE TO SUPPORT JEWISH RELIGIOUS PROGRAMMING.

    Expenses $24,000 · Grants $24,000

  • GRANTS TO BOYS TOWN JERUSALEM FOUNDATION OF AMERICA TO SUPPORT JEWISH RELIGIOUS PROGRAMMING.

    Expenses $11,000 · Grants $11,000

  • Expenses $35,322 · Grants $35,322

As filed on the 2023 return.

Listed in Part VII

  • Jason Levine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joel Beren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Peter Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andrea Delman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Zack Ottenstein

    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.

Grants 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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202431319349300728

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