2024-06-06T15:38:33-04:00 2024-04-30 341959490 TRUSTAX LLC 571 LONGBOW DR SUITE A MAUMEE OH 43537 990 2023-05-01 346515331 JOSEPH L WOLCOTT SCHOLARSHIP FUND JOSE 4192418042 405 MADISON AVENUE SUITE 1470 TOLEDO OH 436041207 B THOMAS HANDWORK TRUSTEE 4192418042 2024-06-04 true B THOMAS HANDWORK 999009999 false GRANT M KEUNE P00021963 4198685555 2024-06-06 X 2023 2023-04-26 12:10:37Z GRANT M KEUNE 571 LONGBOW DRIVE MAUMEE OH 43537 607924 false X WWW.WOLCOTTSCHOLARSHIP.COM X 1931 OH PROVIDE FINANCIAL ASSISTANCE TO GRADUATES OF THE TOLEDO PUBLIC SCHOOL SYSTEM IN OBTAINING A POST SECONDARY DEGREE AT A COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. 3 2 1 2 0 300535 247152 25 0 14120 31586 0 314680 278738 132350 181700 0 41791 45889 0 0 25531 17258 199672 244847 115008 33891 1329436 1363327 474 474 1328962 1362853 PROVIDE FINANCIAL ASSISTANCE TO GRADUATES OF THE TOLEDO PUBLIC SCHOOL SYSTEM IN OBTAINING A POST SECONDARY DEGREE AT A COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. false false 205667 172700 PROVIDE FINANCIAL ASSISTANCE TO TOLEDO PUBLIC SCHOOL SYSTEM GRADUATES THROUGH SCHOLARSHIP GRANTS. GRANTS DISBURSED 172,700. NUMBER OF STUDENTS 77 9179 9000 PROVIDE FINANCIAL ASSISTANCE TO TOLEDO PUBLIC SCHOOL SYSTEM GRADUATES THROUGH STUDENT LOANS AND STUDENT LOAN FORGIVENESS. STUDENT LOANS FORGIVEN 9,000. STUDENT LOAN RECEIVABLE BALANCE 71,189. 214846 true true false false false false false false false true false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true true true false false true 2 0 1 true false false false false false false false false false false false false X 3 2 false false false false false false false true true false false false false false false false false false OH X WOLCOTT SCHOLARSHIP FUND 4192418042 405 MADISON AVE SUITE 1470 TOLEDO OH 436041207 B THOMAS HANDWORK TRUSTEE 5.00 5.00 X X 2763 26539 0 GRANT M KEUNE TREASURER 3.00 2.00 X 3938 2375 0 SHEENA BARNS COMMITTEE ME 0.20 0.00 X 0 0 0 DR ROMULES DURANT COMMITTEE ME 0.20 0.00 X 0 0 0 6701 28914 false false false 247152 247152 41707 41707 319065 329186 -10121 -10121 -10121 278738 31586 700 700 181000 181000 6701 3351 3350 36056 18028 18028 3132 1566 1566 2975 1487 1488 1435 1435 4000 2205 1795 3970 3970 4678 2339 2339 OHIO FILING FEE 200 200 244847 214846 30001 0 274169 473935 955928 818203 99339 71189 1329436 1363327 474 474 474 474 X 411240 411240 917722 951613 1328962 1362853 1329436 1363327 33891 X false false X X 1 TOLEDO PUBLIC SCHOOLS 346401449 2 true 181000 0 1 181000 0 true false false false false false false false false false false false false false false true true true X true true PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT POLICY AND DIRECTING THE USE OF INCOME BECAUSE TWO OF THE FUNDS'S THREE VOTING DIRECTORS SERVE ON THE GOVERNING BODY OF THE SUPPORTED ORGANIZATION. THE FUND'S DIRECTORS ESTABLISH INVESTMENT POLICY. ALSO, THE FUND'S DIRECTORS DIRECT THE USE OF INCOME BY SELECTION OF THE SCHOLARSHIP RECIPIENTS. PART IV, SECTION E, LINE 2A THE JOSEPH L WOLCOTT SCHOLARSHIP FUND FURTHERS THE EXEMPT PURPOSE OF THE TOLEDO PUBLIC SCHOOL DISTRICT BY ASSISTING ITS GRADUATES TO OBTAIN A POST SECONDARY EDUCATION. THE FUND IS RESPONSIVE TO THE DISTRICT BECAUSE THE DISTRICT BOARD PRESIDENT AND SUPERINTENDENT ARE VOTING MEMBERS OF THE FUND'S BOARD. PROVIDING ASSISTANCE TO DISTRICT GRADUATES IS THE SOLE ACTIVITY OF THE FUND. PART IV, SECTION E, LINE 2B THE TOLEDO PUBLIC SCHOOL DISTRICT DOES PROVIDE POST SECONDARY EDUCATIONAL OPPORTUNITIES TO ITS RESIDENTS SUCH AS ADVANCE PLACEMENT COURSES. IT IS REASONABLE TO ASSUME THAT THE DISTRICT WOULD PROVIDED ADDITIONAL POST SECONDARY EDUCATIONAL OPPORTUNITIES SUCH AS THOSE PROVIDED BY THE JOSEPH L WOLCOTT SCHOLARSHIP FUND IF FINANCIAL MEANS WERE AVAILABLE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5107139 1552466 258551 14733 15310 6371011 6889393 -1427857 289136 17368 47893 5107139 5630236 1521810 231481 14934 16238 6889393 4651799 1204938 199150 12661 14690 5630236 3744896 1128616 196111 12302 13300 4651799 1.00000 false true true STUDENT LOANS 71189 C 71189 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWED FUNDS ARE TO FURNISH OR HELPING TO FURNISH COLLEGE OR UNIVERSITY EDUCATION TO GRADUATES OF TOLEDO PUBLIC SCHOOLS. true STUDENT LOANS FORGIVEN 3 9000 BOOK LOAN FORGIVEN SCHOLARSHIP GRANTS 77 172000 CASH SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION DISBURSES FUNDS DIRECTLY TO COLLEGE OR UNIVERSITY FOR TUITION OR RELATED EXPENSES FOR STUDY IN THE UNITED STATES PURSUANT TO AN INVOICE FROM THE COLLEGE OR UNIVERSITY. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR EMAILS A COPY OF THE COMPLETED FORM 990 TO EACH CURRENT SELECTION COMMITTEE MEMBER 2 WEEKS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 19 VIA UNITED STATES POSTAL SERVICE UPON REQUEST. TRUST ESTATE OF MARY L WOLCOTT ITEM VI 571 LONGBOW DRIVE SUITE A MAUMEE OH 43537 346515315 PF OH 501C PF N/A false false false true false false false false false false false false false false false false false false false false TRUST ESTATE OF MARY L WOLCOTT C 247152 CASH