ANDERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FOUNDATION (EIN 34-6528868)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-08
- IRS object ID
- 202232519349100703
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Depreciation Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-08T09:23:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346528868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersons Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 4198935050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1947 Briarfield Blvd | AddressLine1Txt |
| City | Maumee | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Anderson | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 4198935050 | PhoneNum |
| Signature | 2022-06-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Matthew | PersonFirstNm |
| Person Last | Anderson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,495,636 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $294,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $618,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,786 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $656,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $91,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $459 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $107,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $583,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $583,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $562,594 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,544 | CashBOYAmt |
| Cash EOY | $51,362 | CashEOYAmt |
| Cash EOYFMV | $51,362 | CashEOYFMVAmt |
| Other Investments BOY | $10,489,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,411,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,444,274 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,496,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,462,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,495,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,496,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,462,967 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,496,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,462,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,496,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,462,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,496,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,736 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,462,967 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,462,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,820 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,820 | SubtotalAmt |
| Tax Based On Investment Income | $7,820 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $180 | OverpaymentAmt |
| Applied To ES Tax | $180 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW C ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198935050 | PhoneNum |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Matthew C Anderson | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Chairman | 2.0 | $0 | $0 | $0 |
| Jenny Anderson Miller | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| Mike Anderson | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| Rick Anderson | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| Jeff Anderson | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| Lu Stauffer | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| John Kraus | ||||||||
| 1947 Briarfield Blvd | Maumee | OH | 43537 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,221,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,257,468 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,257,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,058,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $652,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $652,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,820 | TotalTaxAmt |
| Distributable Before Adj | $645,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $645,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $645,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $596,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $645,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,622 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $596,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,622 | AppliedToYear1Amt |
| Applied To Current Year | $425,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $219,402 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Adopt America Network | ||||||
| 3100 W Central Ave Suite 225 | Toledo | OH | 43606 | Northwest Ohio Heart Gallery | $1,500 | |
| Advocates for Basic Legal Equality Inc (ABLE) | ||||||
| 525 Jefferson Ave Suite 300 | Toledo | OH | 43604 | Justice for All Campaign | $1,000 | |
| ASSETS Toledo | ||||||
| 2200 Jefferson Ave - First Floor | Toledo | OH | 43604 | 2022 General support | $1,500 | |
| Bittersweet Farms | ||||||
| 12660 Archbold-Whitehouse Road | Whitehouse | OH | 43571 | General Operating Support for Bittersweet Farms | $5,000 | |
| Black Swamp Conservancy | ||||||
| 4825 Sugar Ridge Rd | Pemberville | OH | 43450 | Black Swamp Conservancy Annual Operating | $1,500 | |
| Boy Scouts - Erie Shores Council | ||||||
| PO Box 8728 | Toledo | OH | 43623 | Scoutreach | $2,500 | |
| Calhoun County Agriculture and Industrial Society | ||||||
| 720 Fair Street | Marshall | MI | 49068 | The Granary | $10,000 | |
| Catholic Club | ||||||
| 1601 Jefferson Ave | Toledo | OH | 43604 | 2021 Memorial Grant for Paul Szymanski in support of Early Childhood Education Quality Improvements | $2,500 | |
| Catholic Diocese of Toledo - Catholic Charities | ||||||
| 1933 Spielbusch Avenue | Toledo | OH | 43604 | Memorial Gift in honor of Dick Anderson | $12,500 | |
| Catholic Diocese of Toledo - Catholic Charities | ||||||
| 1933 Spielbusch Avenue | Toledo | OH | 43604 | Helping Hands of St. Louis | $5,000 | |
| Catholic Diocese of Toledo - Catholic Charities | ||||||
| 1933 Spielbusch Avenue | Toledo | OH | 43604 | Memorial Gift in honor of Dick Anderson | $12,500 | |
| Central Catholic High School | ||||||
| 2550 Cherry St | Toledo | OH | 43608 | Central Catholic Music Department Renovation | $40,000 | |
| Central City Ministries of Toledo (CCMT) | ||||||
| 1993 Spielbusch Ave | Toledo | OH | 43604 | Adopt-A-Class | $5,000 | |
| Cherry Street Mission Ministries | ||||||
| 1501 Monroe Street | Toledo | OH | 43604 | Energy Efficient Windows | $5,000 | |
| Connecting Kids to Meals | ||||||
| 1501 Monroe Street | Toledo | OH | 43604 | CKM 2021-22 Afterschool Meal Program | $2,500 | |
| Connecting Kids to Meals | ||||||
| 1501 Monroe Street | Toledo | OH | 43604 | CKM Walk-in Refrigeration Remodel | $10,000 | |
| Critter Barn | ||||||
| 9275 Adams St | Zeeland | MI | 49464 | The Grain Mill at Critter Barn's New Farm | $10,000 | |
| Critter Barn | ||||||
| 9275 Adams St | Zeeland | MI | 49464 | The Grain Mill at Critter Barn's New Farm | $10,000 | |
| Damascus & Catholic Youth Summer Camp | ||||||
| 7550 Ramey Rd | Centerburg | OH | 43011 | Additional Camper Housing | $10,000 | |
| Eastern Illinois Food Bank | ||||||
| 2405 N Shore Dr | Urbana | IL | 61802 | Capital Campaign to Expand and Improve Foodbank Warehouse | $15,000 | |
| Foundation For Life | ||||||
| 5726 Southwyck Blvd Suite 120 | Toledo | OH | 43614 | Students Equipped to Advocate Life (SEAL Team) Youth Outreach | $1,500 | |
| Girl Scouts of America - Western Ohio (Maumee Vall | ||||||
| 460 W Dussel Dr | Maumee | OH | 43537 | Financial Assistance for Toledo Girl Scouts | $2,500 | |
| Goodwill Industries of Northwest Ohio Inc | ||||||
| 1120 Madison Ave | Toledo | OH | 43604 | Goodwill GoodRides Program | $2,500 | |
| Greater Toledo Community Foundation | ||||||
| 300 Madison Ave Ste 1300 | Toledo | OH | 43604 | Project V - Vaccinate Lucas County Program Support | $10,000 | |
| Hospice of Northwest Ohio | ||||||
| 30000 East River Road | Perrysburg | OH | 43551 | Memorial Gift - in honor of Mary Jo Anderson - Special Care Unit - Toledo Hospice Center - 800 S. Detroit Ave. | $10,000 | |
| Hospice of Northwest Ohio | ||||||
| 30000 East River Road | Perrysburg | OH | 43551 | Patient and Family Care | $1,500 | |
| L & A Park Foundation | ||||||
| 3348 E 500 N | Delphi | IN | 46923 | Abby and Libby Memorial Park | $12,500 | |
| Library Legacy Foundation | ||||||
| 325 Michigan St | Toledo | OH | 43604 | General Support | $1,000 | |
| Lott Industries | ||||||
| 3350 Hill Ave | Toledo | OH | 43607 | The Hill and Hard Hat Cafe | $1,500 | |
| Mobile Meals of Toledo Inc | ||||||
| 2200 Jefferson Ave | Toledo | OH | 43604 | Weekender Program | $3,000 | |
| Northwest Ohio SCORE | ||||||
| 2744 Riva Ridge Rd | Toledo | OH | 43615 | SCORE Northwest Ohio | $1,500 | |
| Notre Dame Academy | ||||||
| 3535 West Sylvania Avenue | Toledo | OH | 43623 | Empowering Women ~ Transforming Women Capital Campaign - STEM Capital Investment | $15,000 | |
| Ohio Foundation of Independent Colleges Inc | ||||||
| 250 East Broad Street | Columbus | OH | 43215 | General Support | $5,000 | Suite 1700 |
| Old Newsboys Goodfellow Association | ||||||
| Po Box 2032 | Toledo | OH | 43604 | Request for support for coats and shoes distribution | $1,000 | |
| One Acre Fund | ||||||
| 81 Prospect St | Brooklyn | NY | 11201 | Supporting 1.3 Million Farm Families in 2021 | $5,000 | |
| Partners in Education | ||||||
| 1500 N Superior St Ste 306 | Toledo | OH | 43604 | College & Career Ready, Set, Go at Queen of Apostles and Rosary Cathedral Schools | $2,500 | |
| Prevent Blindness Ohio | ||||||
| Hillcrest Medical Building 1 6803 | Cleveland | OH | 44124 | Vision Care Outreach Supporting Lucas and Wood Counties | $1,500 | STE 111 |
| Queen of Apostles School | ||||||
| 235 Courtland Avenue | Toledo | OH | 43609 | 2021 Playground Project | $2,500 | |
| Salvation Army - Toledo Area | ||||||
| 620 N Erie St | Toledo | OH | 43604 | The Salvation Army Northwest Ohio Area Services General Operations | $2,500 | |
| Sandusky County Communities Foundation | ||||||
| 215 Croghan St | Fremont | OH | 43420 | Kiwanis Inclusive Play Park | $15,000 | |
| Sauder Village | ||||||
| PO Box 235 | Archbold | OH | 43502 | Sauder Village Experience | $1,500 | |
| St John's Jesuit High School | ||||||
| 5901 Airport Highway | Toledo | OH | 43615 | Center for Innovation and Entrepreneurship - Capital Project | $15,000 | |
| Stratford Ecological Center Inc | ||||||
| 3083 LIBERTY RD | DELAWARE | OH | 43015 | Stratford Ecological Center's 2022 Family Program | $1,500 | |
| Sunshine Foundation Inc | ||||||
| 7223 Maumee Western Road | Maumee | OH | 43537 | Memorial Gift in honor of Dick Anderson | $12,500 | |
| Sunshine Foundation Inc | ||||||
| 7223 Maumee Western Road | Maumee | OH | 43537 | Creating Homes Campaign | $2,500 | |
| Sunshine Foundation Inc | ||||||
| 7223 Maumee Western Road | Maumee | OH | 43537 | Memorial Gift in honor of Dick Anderson | $12,500 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - September 2021 - Inv 123555 | $250 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - October 2021 - Inv 124171 | $1,250 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - Dec 2020 - Inv 118852 | $7,600 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - Jan 2021 - Inv 119238 | $9,300 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - August 2021 - Inv 123001 | $2,350 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - June 2021 - Inv 121888 | $500 | |
| The Blackbaud Giving Fund | ||||||
| 2000 Daniel Island Dr 100 | Daniel Island | SC | 29492 | AF GM - November 2021 - Inv 125030 | $3,250 | |
| The Culture Project | ||||||
| PO Box 86 | Wynnewood | PA | 19096 | Toledo, OH 2022-2023 Culture Project Mission Team | $1,000 | |
| The Lazarus Experience | ||||||
| Po Box 512 | Holland | OH | 43528 | "12 New Disciples" Program expansion | $5,000 | |
| The Sight Center | ||||||
| 1002 Garden Lake Parkway | Toledo | OH | 43614 | Maintaining Mission-Critical Capacity | $1,500 | |
| Toledo Day Nursery | ||||||
| 2211 Jefferson Ave | Toledo | OH | 43604 | Poured-in-Place for our Playgrounds | $3,500 | |
| Toledo Day Nursery | ||||||
| 2211 Jefferson Ave | Toledo | OH | 43604 | Poured-in-Place for our Playgrounds | $1,500 | |
| Toledo Early Learning Coalition | ||||||
| 5550 W Central Ave | Toledo | OH | 43615 | Utilizing a Shared Services Approach to build organizational capacity by improving internet infrastructure and providing technical support and training. | $49,430 | |
| Toledo Early Learning Coalition | ||||||
| 5550 W Central Ave | Toledo | OH | 43615 | Early Learning Shared Services Alliance Organization Capacity Building | $10,000 | |
| Toledo Opera Association | ||||||
| 425 Jefferson Ave | Toledo | OH | 43604 | Student Night at the Opera | $5,000 | Suite 601 |
| Toledo School for the Arts | ||||||
| 333 14th Street | Toledo | OH | 43604 | The Next Big Thing | $12,500 | |
| Toledo School for the Arts | ||||||
| 333 14th Street | Toledo | OH | 43604 | General Operating Support | $2,500 | |
| Toledo Zoological Society | ||||||
| PO Box 140130 | Toledo | OH | 43566 | 2021 Companies for Kids | $2,500 | |
| ToledoLucas County CareNet | ||||||
| 3231 Central Park West | Toledo | OH | 43617 | Community Linkages | $1,500 | Suite 200 |
| TutorSmart | ||||||
| 1609 N Summit St | Toledo | OH | 43604 | Making Every Hour Count | $12,500 | |
| Twelve Mile Community BuildingMemorial Building | ||||||
| 5728N 800E | Logansport | IN | 46947 | Construction of New Community Building | $7,500 | |
| Water for Ishmael | ||||||
| 20 Arco Dr | Toledo | OH | 43607 | Water for Ishmael - IT Bandwidth & Security Project | $3,000 | |
| WGTE-TV | ||||||
| 1270 S Detroit | Toledo | OH | 43614 | WGTE FM Fundraiser - Challenge Fund | $2,500 | |
| YMCA - Geary Family | ||||||
| 154 W Center St | Fostoria | OH | 44830 | Adapted Aquatics Program | $1,500 | |
| YMCA - Greater Toledo | ||||||
| 6465 Sylvania Ave | Sylvania | OH | 43560 | YMCA Evidence-Based Health Intervention Programs and Fee Assistance at Wayman Palmer | $15,000 | |
| YMCA - Greater Toledo | ||||||
| 6465 Sylvania Ave | Sylvania | OH | 43560 | 2018 The Legacy Campaign | $50,000 | |
| YMCA - Greater Toledo | ||||||
| 6465 Sylvania Ave | Sylvania | OH | 43560 | 2018 The Legacy Campaign | $50,000 | |
| St John's Jesuit High School | ||||||
| 5901 Airport Hwy | Toledo | OH | 43615 | Donation | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $583,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $294,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $362,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $656,836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $656,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $656,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $459 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $459 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MILL CREEK CAPITAL ADVISORS | $66,141 | $66,141 | |
| MIDPOINT | $225 | $225 | |
| GENERAL ACCOUNTING | $4,000 | $1,600 | $2,400 |
| FINANCE | $3,500 | $3,500 | |
| ADMINISTRATION | $17,500 | $7,000 | $10,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $15,317 | Amt |
| Net Investment Income | $15,317 | NetInvestmentIncomeAmt |
Comments