TOLEDO BAR ASSOCIATION FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TOLEDO BAR ASSOCIATION FOUNDATION (EIN 34-6534094)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-29
IRS object ID
202211199349301766
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-29T12:37:08-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11656 HENTHORNE DR SUITE 400AddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346534094EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOLEDO BAR ASSOCIATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOLEBusinessNameControlTxt
Phone4192429363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 N SUPERIOR STAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY LAGUSCHPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4192429363PhoneNum
Signature2022-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRADLEYPersonFirstNm
Person LastLAGUSCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC M GOLUSPreparerPersonNm
PTINP00841492PTIN
Phone4198412848PhoneNum
Preparation2022-03-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 N SUPERIOR STAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$567,134GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO APPLY ALL OR ANY PART OF ITS INCOME OR PRINCIPAL EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITH THE OBJECT OF FOSTERING AND MAINTANING THE HONOR AND INTEGRITY OF THE PROFESSION OF THE LAW.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$73,879PYContributionsGrantsAmt
CY Contributions Grants$72,084CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$65,293PYInvestmentIncomeAmt
CY Investment Income$102,952CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$45CYOtherRevenueAmt
PY Total Revenue$139,172PYTotalRevenueAmt
CY Total Revenue$175,081CYTotalRevenueAmt
PY Grants And Similar Paid$193,733PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$276,989CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$46,182PYOtherExpensesAmt
CY Other Expenses$43,761CYOtherExpensesAmt
PY Total Expenses$239,915PYTotalExpensesAmt
CY Total Expenses$320,750CYTotalExpensesAmt
PY Revenues Less Expenses-$100,743PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$145,669CYRevenuesLessExpensesAmt
Total Assets BOY$1,612,098TotalAssetsBOYAmt
Total Assets EOY$1,674,202TotalAssetsEOYAmt
Total Liabilities BOY$37,624TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,435TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,574,474NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,632,767NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO APPLY ALL OR ANY PART OF ITS INCOME OR PRINCIPAL EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITH THE OBJECT OF: 1)FOSTERING AND MAINTAINING THE HONOR AND INTEGRITY OF THE PROFESSION OF THE LAW. 2)IMPROVING AND FACILITATING THE ADMINISTRATION OF JUSTICE. 3)FACILITATING AND ENCOURAGING CULTIVATION AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF THE LAW AND THE PROMOTION OF THE STUDY OF THE LAW AND THE SCIENCE OF JURISPRUDENCE AND RESEARCH THEREIN, THROUGH THE MAINTENANCE OF A LAW LIBRARY, AND THE PUBLICATION OF ADDRESSES, ESSAYS, TREATISES, REPORTS AND OTHER LITERARY WORKS BY STUDENTS AND TEACHERS OF THE LAW, AND PROVIDING FOR THE ACQUISITION, PRESERVATION AND EXHIBITION OF RARE BOOKS AND DOCUMENTS, SCULPTURES, PAINTINGS, AND OTHER OBJECTS OF ART AND HISTORICAL INTEREST RELATING TO THE LAW, THE COURTS AND THE LEGAL PROFESSION. 4)DEFRAYING THE ADMINISTRATIVE EXPENSES OF PROVIDING FREE LEGAL AID TO INDIGENT PERSONS WHO WOULD OTHERWISE BE UNABLE TO OBTAIN SUMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$276,989ExpenseAmt
Grant$276,989GrantAmt
DescASSISTANCE TO COVER THE COSTS OF THE TOLEDO BAR ASSOCIATION PRO BONO LEGAL SERVICES PROGRAMDesc
Total Program Service Expenses$276,989TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRADLEY LAGUSCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4192429363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 N SUPERIOR STAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
M CATHERINE GARCIA-FEEHAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
YOLANDA D GWINN
SECRETARY3.00Yes (X)Yes (X)$0$0$0
RICHARD W HECK
TREASURER3.00Yes (X)Yes (X)$0$0$0
JENIFER A BELT
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER J DAWSON
DIRECTOR1.00Yes (X)$0$0$0
IAN B ENGLISH
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CHERREFE A KADRI
DIRECTOR1.00Yes (X)$0$0$0
MICHELLE L KRANZ
DIRECTOR1.00Yes (X)$0$0$0
RICHARD R MALONE
DIRECTOR1.00Yes (X)$0$0$0
BRADLEY J LAGUSCH
EXECUTIVE DIRECTOR15.00Yes (X)$0$141,301$18,14040.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$141,301TotReportableCompRltdOrgAmt
Total Other Compensation$18,140TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$72,084AllOtherContributionsAmt
Total Contributions$72,084TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,539TotalRevenueColumnAmt
Exclusion$40,539ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$454,466SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$392,053SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$62,413SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,413TotalRevenueColumnAmt
Exclusion$62,413ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOME/RDesc
Business541100BusinessCd
Total Revenue Column$45TotalRevenueColumnAmt
Related Or Exempt Func Income$45RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$45OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,081TotalRevenueColumnAmt
Related Or Exempt Func Income$45RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$102,952ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$276,989TotalAmt
Program Services$276,989ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,700TotalAmt
Management And General$2,700ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$14,753TotalAmt
Management And General$14,753ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Management And General$1,500ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE FEE$24,408$24,408
MISCELLANEOUS$400$400

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$320,750TotalAmt
Program Services$276,989ProgramServicesAmt
Management And General$43,761ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$71,258BOYAmt
EOY$56,628EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,020BOYAmt
EOY$37,333EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,603LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,603LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,502,820BOYAmt
EOY$1,580,241EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,612,098BOYAmt
EOY$1,674,202EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,624BOYAmt
EOY$41,435EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,624BOYAmt
EOY$41,435EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$862,690BOYAmt
EOY$872,243EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$711,784BOYAmt
EOY$760,524EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,574,474BOYAmt
EOY$1,632,767EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,612,098BOYAmt
EOY$1,674,202EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$145,669ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$203,962NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,662CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,879CurrentTaxYearMinus1YearAmt
Current Tax Year$72,084CurrentTaxYearAmt
Total$398,351TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,662CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,879CurrentTaxYearMinus1YearAmt
Current Tax Year$72,084CurrentTaxYearAmt
Total$398,351TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$398,351PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,095CurrentTaxYearMinus1YearAmt
Current Tax Year$40,539CurrentTaxYearAmt
Total$213,793TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,320CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,095CurrentTaxYearMinus1YearAmt
Current Tax Year$40,539CurrentTaxYearAmt
Total$213,793TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$146,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,483CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,974CurrentTaxYearMinus1YearAmt
Current Tax Year$112,623CurrentTaxYearAmt
Total$612,144TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.65070PublicSupportCY509Pct
Public Support PY5090.69560PublicSupportPY509Pct
Investment Income CY0.34930InvestmentIncomeCYPct
Investment Income PY0.30440InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,574,474BeginningYearBalanceAmt
Contributions$72,084ContributionsAmt
Investment Earnings Or Losses$292,422InvestmentEarningsOrLossesAmt
Grants Or Scholarships$202,641GrantsOrScholarshipsAmt
Other Expenditures$76,509OtherExpendituresAmt
Administrative Expenses$27,108AdministrativeExpensesAmt
End Year Balance$1,632,722EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,672,578BeginningYearBalanceAmt
Contributions$73,879ContributionsAmt
Investment Earnings Or Losses$53,261InvestmentEarningsOrLossesAmt
Grants Or Scholarships$105,942GrantsOrScholarshipsAmt
Other Expenditures$91,775OtherExpendituresAmt
Administrative Expenses$27,527AdministrativeExpensesAmt
End Year Balance$1,574,474EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,693,037BeginningYearBalanceAmt
Contributions$76,313ContributionsAmt
Investment Earnings Or Losses$43,629InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,927GrantsOrScholarshipsAmt
Other Expenditures$54,254OtherExpendituresAmt
Administrative Expenses$25,220AdministrativeExpensesAmt
End Year Balance$1,672,578EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,678,697BeginningYearBalanceAmt
Contributions$90,662ContributionsAmt
Investment Earnings Or Losses$104,186InvestmentEarningsOrLossesAmt
Grants Or Scholarships$88,896GrantsOrScholarshipsAmt
Other Expenditures$64,992OtherExpendituresAmt
Administrative Expenses$26,620AdministrativeExpensesAmt
End Year Balance$1,693,037EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,593,491BeginningYearBalanceAmt
Contributions$85,412ContributionsAmt
Investment Earnings Or Losses$178,019InvestmentEarningsOrLossesAmt
Grants Or Scholarships$82,075GrantsOrScholarshipsAmt
Other Expenditures$72,660OtherExpendituresAmt
Administrative Expenses$23,490AdministrativeExpensesAmt
End Year Balance$1,678,697EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.53400BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.46600TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,603OtherCostOrOtherBasisAmt
Depreciation$1,603DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$364,551TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$203,962NetUnrealizedGainsInvstAmt
Revenue Not Reported$203,962RevenueNotReportedAmt
Revenue Subtotal$160,589RevenueSubtotalAmt
Investment Expenses Not Incld$14,492InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$14,492RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$175,081TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$306,258TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$306,258ExpensesSubtotalAmt
Investment Expenses Not Incld2$14,492InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$14,492ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$320,750TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS WHILE MAINTAINING THE PURCHASING POWER OF THE ASSETS.
PART X, LINE 2:THE ORGANIZATIONS HAVE DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THESE FINANCIAL STATEMENTS UNDER THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC INCOME TAXES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINIRC SectionIRCSectionDesc
ADVOCATING OPPORTUNITIES
1119 ADAMS STREET 2ND FLOORTOLEDOOH43604$20,000ASSIST VICTIMS OF HUMAN TRAFFICKING IN NORTHWEST OHIO
TOLEDO BAR ASSOCIATION
311 N SUPERIOR STTOLEDOOH43604$10,000PRO BONO PROGRAM344428948501(C)(6)
TOLEDO BAR ASSOCIATION
311 N SUPERIOR STTOLEDOOH43604$29,066FELLOWSHIP PROGRAM344428948501(C)(6)
TOLEDO BAR ASSOCIATION
311 N SUPERIOR STTOLEDOOH43604$43,707CONTINUING LEGAL EDUCATION344428948501(C)(6)
TOLEDO BAR ASSOCIATION
311 N SUPERIOR STTOLEDOOH43604$1,575LAW DAY AWARDS344428948501(C)(6)

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRADLEY J LAGUSCHPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$141,301CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$11,304DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,836NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$159,441TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ALINE 7A EXPLANATION - THE MEMBERS OF THE TOLEDO BAR ASSOCIATION FOUNDATION ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF THE TOLEDO BAR ASSOCIATION AND THEY ELECT THE FOUNDATION GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BLINE 11A EXPLANATION - THE FORM 990 WILL BE REVIEWED BY THE TREASURER AND THE TREASURER MAKES APPROPRIATE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CA COPY OF THE POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS AND THE BOARD MEMBER MUST SIGN A STATEMENT ACKNOWLEDGING THEY HAVE READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH THE POLICY. IN ADDITION, IF APPLICABLE THE BOARD MEMBER MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE MATERIALS WILL BE PROVIDED AT OUR OFFICE WITH A WRITTEN REQUEST.
FORM 990 PART XII LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TOLEDO BAR ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1311 N SUPERIOR STAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
EIN344428948EIN
Primary ActivitiesTO ASSIST MEMBERS IN THE LEGAL PROFESS. AND THE COMMUNITY.PrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C) 6ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TOLEDO BAR ASSOCIATION
B$84,348FAIR MARKET VALUE
TOLEDO BAR ASSOCIATION
P$24,408FAIR MARKET VALUE

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.