TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR: Form 990PF, tax year 2025
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- Organization
- TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR (EIN 34-1243271)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-21
- IRS object ID
- 202602649349100010
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-21T12:01:19-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341243271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TCF-DONOR DIRECTED POOLED FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOLE | BusinessNameControlTxt |
| Phone | 4192596197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4192596197 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-09-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,124,238 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,912,654 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $156,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,529 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,304,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,241 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,431 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,810 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,337 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $59,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,418 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,232,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,232,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,319,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,236,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $318,274 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,296 | CashBOYAmt |
| Cash EOY | $109 | CashEOYAmt |
| Cash EOYFMV | $109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $290,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $290,424 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,011,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,778,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,833,705 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,115,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,069,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,124,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,115,360 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,069,265 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,115,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,069,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,115,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,069,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,115,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,099,936 | SubtotalAmt |
| Other Decreases | $30,671 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,069,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 490.2 DFA FIVE-YEAR GLOBAL FIXED INCOME PORTF$ | 2018-01-24 | 2025-05-27 | $5,000 | $5,304 | -$304 | -$304 |
| 796.93 VANGUARD TOTAL INTL STK INDEX FUND$0.916 | 2021-10-19 | 2025-03-26 | $27,000 | $28,028 | -$1,028 | -$1,028 |
| 2766.25 VANGUARD TOTAL INTL STK INDEX FUND$0.916 | 2021-10-19 | 2025-05-27 | $100,000 | $97,289 | $2,711 | $2,711 |
| 1027.49 VANGUARD TOTAL INTL STK INDEX FUND$0.916 | 2021-10-19 | 2025-09-25 | $40,000 | $36,137 | $3,863 | $3,863 |
| 620.66 VANGUARD TOTAL INTL STK INDEX FUND$0.916 | 2021-10-19 | 2025-11-13 | $25,000 | $21,828 | $3,172 | $3,172 |
| 157.65 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-02-11 | $23,000 | $8,196 | $14,804 | $14,804 |
| 525.95 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-02-25 | $75,000 | $27,344 | $47,656 | $47,656 |
| 91.31 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-03-26 | $12,500 | $4,747 | $7,753 | $7,753 |
| 510.24 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-06-26 | $75,000 | $26,527 | $48,473 | $48,473 |
| 316.2 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-09-11 | $50,000 | $16,439 | $33,561 | $33,561 |
| 694.97 VANGUARD TOTAL STK MKT INDX FD $0.816 | 2015-03-25 | 2025-09-25 | $110,000 | $36,132 | $73,868 | $73,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,529 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,424 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,424 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,562 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,562 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,138 | OverpaymentAmt |
| Applied To ES Tax | $4,424 | AppliedToESTaxAmt |
| Refund | $2,714 | RefundAmt |
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 |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| 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 | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MS KATE SOMMERFELD | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | PRESIDENT | 2 | $0 |
| MR MICHAEL GIBBONS | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | CHAIR | 1 | $0 |
| MR JAY MORGAN | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | VICE CHAIR | 1 | $0 |
| MRS TIFFANY E CAVANAUGH | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | SECRETARY | 1 | $0 |
| MRS BRANDI R CARSON | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TREASURER | 1 | $0 |
| MR EUGENIO MOLLO JR | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MS LOIS E BINGHAM ESQ | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MR NATHAN ANDERSON | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MS ELIZABETH LAVALLEY | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| BINA JOE PH D | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MRS MEG RESSNER | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MR HUSSIEN Y SHOUSHER | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MR SPENCER STONE | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MR BRIAN A VALENTINE | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| MS KELLI WINSTON | ||||||
| 300 MADISON AVENUE SUITE 300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| KEYBANK N A | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | TRUSTEE | 1 | $11,241 |
| MR DON RETTIG | ||||||
| 300 MADISON AVE SUITE 1300 | TOLEDO | OH | 436041300 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $6,602,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,614,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,614,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,515,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,424 | TotalTaxAmt |
| Distributable Before Adj | $321,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,236,352 | 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 | $2,236,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,273,850 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,587,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,874,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $913,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,842,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,492,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,236,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,914,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,407,382 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,273,850 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,133,532 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,587,870 | ExcessFromYear4Amt |
| Excess From Year3 | $1,874,615 | ExcessFromYear3Amt |
| Excess From Year2 | $913,756 | ExcessFromYear2Amt |
| Excess From Year1 | $2,842,296 | ExcessFromYear1Amt |
| Excess From Current Year | $1,914,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOLEDO COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Ave Suite 1300 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4192415049 | RecipientPhoneNum |
| Form And Info And Materials | SEND A LETTER STATING THE EXEMPT ORGANIZATION'S NEEDS AND A DESCRIPTION OF ITS PROGRAM, A DETAILED BUDGET AND A COPY OF ITS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE PAID ONLY TO SEC. 509(A) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE STE 1300 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 436041583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $2,232,292 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,232,292 | 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 | $156,931 | 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 | $234,529 | 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) |
|---|---|---|
| Exclusion | $391,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,460 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SEE ATTACHED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE SUITE 1300 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 436041151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,912,654 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $178,654 | FairMarketValueAmt |
| Received | 2025-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 921909818 VANGUARD TOTAL INTL | AT COST | $1,948,651 | $2,399,182 |
| 922908801 VANGUARD TOTAL STK M | AT COST | $1,802,790 | $3,489,276 |
| 233203884 DFA FIVE-YEAR GLOBAL | AT COST | $493,216 | $463,872 |
| 921937504 VANGUARD TOTAL BOND | AT COST | $534,075 | $481,375 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN TRANSIT DEPOSIT | $30,000 |
| INCOME TIMING ADJUSTMENT | $671 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAX PAID | $200 | $0 | $200 |
| RECORD KEEPING FEES | $268 | $268 | $0 |
| ADMINISTRATIVE FEES | $59,150 | $59,150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,122 | $3,122 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,000 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,215 | $2,215 | $0 |
Comments