2024-07-15T16:58:10-04:00 2023-12-31 263710272 MOSLEY GLICK O'BRIEN INC 571 LONGBOW DR SUITE A MAUMEE OH 43537 990 2023-01-01 861448469 ST JOHN ENDOWMENT TRUST FUND INC STJO 4198986474 122 W OTTAWA ST OAK HARBOR OH 43449 TIMOTHY KONIECZNY TREASURER 4198986474 2024-06-13 true TIMOTHY KONIECZNY 999009999 true LARRY D MOSLEY CPA P00054121 4198611120 2024-06-13 2023 2023-04-26 12:10:37Z DOUG CERALDI 122 W OTTAWA ST OAK HARBOR OH 43449 696796 false X X 2021 OH TO MANAGE THE ENDOWMENT OF ST. JOHN LUTHERAN CHURCH OF OAK HARBOR, OHIO, AND MAKE DISTRIBUTIONS SUPPORTING THE MISSIONS AND MINISTRY OF THE CHURCH. 7 6 0 7 0 7520 3085 0 -18157 -42772 0 -10637 -39687 60790 46210 0 0 0 0 5201 4261 65991 50471 -76628 -90158 813298 893956 0 813298 893956 TO MANAGE THE ENDOWMENT OF ST. JOHN LUTHERAN CHURCH OF OAK HARBOR, OHIO, AND MAKE DISTRIBUTIONS SUPPORTING THE MISSIONS AND MINISTRY OF THE CHURCH. false false 46210 46210 THE FUND MADE A COMMITTMENT TO DISTRIBUTE APPROXIMATELY 6% OF ITS YEAR END NET VALUE (DISTRIBUTION MADE EARLY EACH YEAR), ONE HALF TO MISSIONS WITHIN ST. JOHN LUTHERAN CHURCH OF OAK HARBOR, OHIO AND THE OTHER ONE HALF TO SUPPORT MISSIONS AND MINISTRIES OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA AND THE GREATER OAK HARBOR, OHIO COMMUNITY. 46210 true false false false false false false false false true false false 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 false false false false false true 0 0 0 false false false false false false false false false false false false false false X 7 6 false false false false false false false true true false false true true true true false false false false false OH X X RANDY PATRICKTIM KONIECZNY 4192497900 122 W OTTAWA ST OAK HARBOR OH 43449 X DOUG CERALDI PRESIDENT 5.00 X X 0 0 0 SUZETTE CROLL DIRECTOR 1.00 X 0 0 0 TIMOTHY KONIECZNY TREASURER 5.00 X X 0 0 0 AARON MOORE VICE PRESIDE 1.00 X X 0 0 0 RANDY PATRICK SECRETARY 2.00 X X 0 0 0 CLARK PRICE DIRECTOR 5.00 X 0 0 0 MIKE SHADOAN DIRECTOR 1.00 X 0 0 0 false false false 3085 3085 18032 18032 675488 191 736483 -60995 191 -60804 -60804 -39687 -42772 46210 46210 4158 4158 FOREIGN TAXES 103 103 50471 46210 4261 0 9989 5438 803309 888518 813298 893956 0 0 X 813298 893956 813298 893956 813298 893956 -90158 170816 X false false false X X X 1 ST JOHN LUTHERAN CHURCH OF OAK HARBOR OHIO 344428240 1 true 23105 0 1 23105 0 true false false false false true false false false false false false false false false true true true X true true PART IV, SECTION A, LINE 6 AS DESCRIBED IN FORM 1023 APPLICATION FOR RECOGNITION OF EXEMPTION OF ST JOHN ENDOWMENT FUND, ALONG WITH THE ORGANIZATION'S BYLAWS ATTACHED THERETO, BY AGREEMENT WITH ITS SUPPORTED ORGANIZATION, THIS SUPPORTING ORGANIZATION ANNUALLY CONTRIBUTES ONE-HALF OF ITS REVENUE DIRECTLY TO THE SUPPORTED ORGANIZATION, AND ONE-HALF TO OTHER COMMUNITY CHARITIES MUTUALLY AGREED UPON WITH AND APPROVED BY THE SUPPORTED ORGANIZATION. THESE ARE GRANTS WHICH WOULD PREVIOUSLY HAVE BEEN MADE BY THE SUPPORTED ORGANIZATION, PRIOR TO FORMATION OF THIS SUPPORTING ORGANIZATION. WHAT FOLLOWS IS A LIST OF THE GRANTEE ORGANIZATIONS FOR THE CURRENT YEAR, OTHER THAN THE SUPPORTED ORGANIZATION ITSELF. SEE ALSO SCHEDULE I. WILLARD CHURCH OF THE NAZARENE 4414 TOWNLINE ROAD WILLARD OH 44890 51- 0146062 501C3 2,000 GENERAL MINISTRY OPERATIONS SOCIAL/RELIGIOUS SUSIE'S COATS FOR KIDS 103 ASPEN CIRCLE WOODVILLE OH 43469 82-4535932 501C3 2,500 SOCIAL SERVICE OAK HARBOR LOG CABIN ASSOCIATION 208 RED HAWK RUN OAK HARBOR OH 43449 06-1828220 501C3 1,450 EDUCATION/HISTORICAL OTTAWA COUNTY FAMILY ADVOCACY CENTER 570 S MCKINLEY DR PORT CLINTON OH 43452 26-1457631 501C3 3,200 SOCIAL SERVICE/FAMILY ADVOCACY JOYFUL CONNECTIONS 8200 W STATE ROUTE 163 OAK HARBOR OH 43449 26-1512723 501C3 455 HELP TO FAMILIES/SOCIAL SERVICE OAK HARBOR CHAMBER FOUNDATION 161 W WATER ST OAK HARBOR OH 43449 45-4223751 501C3 1,000 CIVIC SUPPORT CONCERNED CITIZENS FOR OAK HARBOR 524 N BENTON ST OAK HARBOR OH 43449 34-1447561 501C3 5,000 LOW INCOME HOUSING HABITAT FOR HUMANITY OTTAWA COUNTY 161 W WATER ST B OAK HARBOR OH 43449 34-1744592 501C3 7,500 FAMILY ADVOCACY PART IV, SECTION D, LINE 3 ST. JOHN LUTHERAN CHURCH OF OAK HARBOR OHIO ESTABLISHED THE ST. JOHN ENDOWMENT TRUST FUND, INC. TO MANAGE, PROTECT AND MAKE DISTRIBUTIONS FROM ITS ENDOWED FUNDS (WHICH WERE RECEIVED BY THE CHURCH OVER MANY YEARS FROM MANY CONTRIBUTIONS). ALL MEMBERS OF THE FUND'S BOARD OF TRUSTEES MUST BE MEMBERS OF THE CHURCH CONGREGATION AND THE PRESIDENT OF THE CHURCH'S COUNCIL (ITS GOVERNING BODY ELECTED BY THE CHURCH'S CONGREGATION MEMBERS) MUST BE A TRUSTEE OF THE FUND. THE FUND PROVIDES QUARTERLY FINANCIAL REPORTS TO THE CHURCH CONGREGATION. THE CHURCH'S AUDIT COMMITEE REVIEWS THE FINANCIAL STATEMENTS OF THE FUND EACH YEAR. PART IV, SECTION E, LINE 2A ST. JOHN LUTHERAN CHURCH OF OAK HARBOR OHIO ESTABLISHED THE ST. JOHN ENDOWMENT TRUST FUND, INC. TO MANAGE, PROTECT AND MAKE DISTRIBUTIONS FROM ITS ENDOWED FUNDS. THE SUPPORTED ORGANIZATION'S (CHURCH'S) MINISTRY INCLUDES SUPPORT OF OTHER ORGANIZATIONS IN ORDER TO BENEFIT NOT ONLY THE CHURCH MEMBERS, BUT ALSO THE SURROUNDING COMMUNITY. THIS SUPPORTING ORGANIZATION'S GRANTS PROVIDE THAT SAME COMMUNITY SUPPORT WHICH HAD BEEN PREVIOUSLY PROVIDED DIRECTLY BY THE CHURCH, PRIOR TO CREATING THIS SUPPORTING ORGANIZATION. ALL MEMBERS OF THE FUND'S BOARD OF TRUSTEES MUST BE MEMBERS OF THE CHURCH CONGREGATION AND THE PRESIDENT OF THE CHURCH'S COUNCIL (ITS GOVERNING BODY ELECTED BY THE CHURCH'S CONGREGATION MEMBERS) MUST BE A TRUSTEE OF THE FUND. THE FUND PROVIDES QUARTERLY FINANCIAL REPORTS TO THE CHURCH CONGREGATION. THE CHURCH'S AUDIT COMMITEE REVIEWS THE FINANCIAL STATEMENTS OF THE FUND EACH YEAR. FOR A LIST OF ORGANIZATIONS, SEE THE ANSWER AND DETAIL FOR SCHEDULE A, PART IV, SECTION A, QUESTION 6. PART IV, SECTION E, LINE 2B THE PURPOSE FOR FORMING THIS SUPPORTING ORGANIZATION BY THE SUPPORTED ORGANIZATION WAS TO TRANSFER ASSETS AND ACTIVITIES PREVIOUSLY DONE DIRECTLY BY THE SUPPORTED ORGANIZATION. SEE ANSWERS AND DETAIL FOR SCHEDULE A, PART IV, SECTIONS A (QUESTION 6) AND E (QUESTION 2A). 813298 3085 128044 46210 4261 893956 1012946 7520 -141177 60790 5201 813298 948287 64659 1012946 1.00000 false false SCHEDULE D, PAGE 2, PART V, LINE 4 FUNDS ARE HELD AND INVESTED FOR THE PURPOSE OF SUPPORTING THE MINISTRIES OF THE SUPPORTED ORGANIZATION (THE CHURCH) AND OTHER MISSIONS FOSTERED BY THE SUPPORTED ORGANIZATION. true ST JOHN LUTHERAN CHURCH-OAK HARBOR 122 W OTTAWA STREET OAK HARBOR OH 43449 344428240 501C3 23105 GENERAL FUND HABITAT FOR HUMANITY OTTAWA COUNY 161 W WATER STREET - SUITE B OAK HARBOR OH 43449 341744592 501C3 7500 FAMILY ADVOCACY 2 SCHEDULE I, PAGE 1, PART I, LINE 2 THE BOARDS OF BOTH THIS ORGANIZATION AND THE SUPPORTED ORGANIZATION MAINTAIN CLOSE CONTACT WITH THE MANAGEMENT OF ALL GRANTEES. GRANTS NOT USED FOR SPECIFIED PURPOSES ARE RETURNED TO THE GRANTING ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE FUND PRESENTS A COPY OF THIS RETURN TO ITS 7 DIRECTORS TO BE REVIEWED AT ITS NEXT QUARTERLY MEETING. FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR SUBMITS A CONFLICT OF INTEREST STATEMENT TO THE FUND AND THE DIRECTORS OPENLY DISCUSS ANY SIGNIFICANT TRANSACTION/INVESTMENT/AND/OR DISTRIBUTION FROM THE FUND. FORM 990, PAGE 6, PART VI, LINE 18 A COPY IS MAINTAINED BY ST. JOHN LUTHERAN CHURCH OF OAK HARBOR, OHIO, AND MAY BE REVIEWED UPON REQUEST TO THE CHURCH OFFICE. FORM 990, PAGE 6, PART VI, LINE 19 SEE QUESTION 18. THE SAME AVAILABILITY APPLIES TO THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS.