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Nonprofiteer
← OSWALD SUPPORTING ORGANIZATION

Form 990 for tax year 2023

Filed by OSWALD SUPPORTING ORGANIZATION.

Totals

Total revenue
$158,852
Total expenses
$190,273
Contributions and grants received
$0
Grants paid
$161,867
Program service revenue
$0
Investment income
$158,852
Other revenue
$0
Total assets, end of year
$2,879,496
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,879,496
Program services expenses (Part IX)
$161,867
Management and general expenses
$28,406
Fundraising expenses
$0
Program service expenses (Part III)
$161,867

Program services were 85.1% 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 $101,747 · excluded $101,747

  • 7a · Gross sales of assets other than inventory

    securities $187,086

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

    securities $129,981

  • 7c · Gain or loss

    securities $57,105

  • 7d · Net gain or loss

    total $57,105 · excluded $57,105

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $161,867 · program services $161,867

  • 11c · Fees: accounting

    total $1,685 · management and general $1,685

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $25,188 · management and general $25,188

  • 24b · Other expenses: CUSTODIAL FEES

    total $1,113 · management and general $1,113

  • 24c · Other expenses: RECORD KEEPING FEES

    total $220 · management and general $220

  • 24e · All other expenses

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7 · end of year $7

  • 2 · Savings and temporary cash investments

    beginning of year $56,104 · end of year $100,165

  • 11 · Investments: publicly traded securities

    beginning of year $2,834,806 · end of year $2,779,324

  • 28 · Net assets with donor restrictions

    beginning of year $2,890,917 · end of year $2,879,496

Mission and programs · 2023

Mission

TO OFFER GRANT SUPPORT FOR CHARITABLE PROGRAMS THAT ENRICH THE QUALITY OF LIFE FOR CITIZENS OF NORTHWEST OHIO AND SOUTHEAST MICHIGAN. THIS FUND HAS HISTORICALLY FUNDED CAUSES FOR WOMEN AND CHILDREN.

Activities or mission (Part I)

AS A SUPPORTING ORGANIZATION OF THE TOLEDO COMMUNITY FOUNDATION, INC., THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO FURTHER THE MISSION OF THE TOLEDO COMMUNITY FOUNDATION, INC. IN SERVING THE PEOPLE OF NORTHWEST OHIO AND SOUTHEAST MICHIGAN BY OFFERING GRANT SUPPORT FOR CHARITABLE PROGRAMS THAT ENRICH THE QUALITY OF LIFE FOR CITIZENS IN THESE AREAS, TRADITIONALLY THROUGH FUNDING OF CAUSES FOR WOMEN AND CHILDREN.

  • GRANTS PAID - SEE SCHEDULE I.

    Expenses $161,867 · Grants $161,867

As filed on the 2023 return.

Listed in Part VII

  • Mr Keith Burwell

    SECRETARY/TREASURER

    Total calculated
    $343,661
    From this org
    $0
    From related orgs
    $283,402
    Other
    $60,259
    Hours/week
    0.25 + 53.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,902 related
    Bonus
    $0 + $19,500 related
    Other
    $0
    Deferred
    $0 + $48,404 related
    Nontaxable benefits
    $0 + $11,855 related
    Filer's total
    $0 + $343,661 related

  • Ms Kim Cryan

    CFO

    Total calculated
    $225,078
    From this org
    $0
    From related orgs
    $181,025
    Other
    $44,053
    Hours/week
    0.25 + 46.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,025 related
    Bonus
    $0 + $5,000 related
    Other
    $0
    Deferred
    $0 + $32,292 related
    Nontaxable benefits
    $0 + $11,761 related
    Filer's total
    $0 + $225,078 related

  • Mr Charles Stocking

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Ms Susan Palmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Ms Sarah Dean

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Ms Jennifer Panzyszyn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Ms Julie Abbey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

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

None.

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

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

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
31 October 2024
IRS schema version
2023v5.1
Source object
202403179349301765

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