Nonprofit · EIN 34-1599038
OTSEGO ENDOWMENT FOUNDATION
Tax-exempt · TONTOGANY, OH 43565
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $121,684 | $22,844 | $98,840 | $1,597,883 | $17,670 | $1,580,213 |
| December 31, 2023 | 990 | $62,124 | $32,961 | $29,163 | $1,415,367 | $29,770 | $1,385,597 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $362
- Program service revenue
- $0
- Investment income
- $121,322
- Net gain from sales of assets
- $95,324
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,473
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $22,544
- Management and general (functional)
- $300
Balance sheet and other
- Total assets, start of year
- $1,415,367
- Total assets, end of year
- $1,597,883
- Total liabilities, end of year
- $17,670
- Net assets, end of year
- $1,580,213
- Publicly traded securities
- $1,379,687
- Gross receipts
- $121,684
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1988
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN BELLEVILLE | TREASURER Trustee or director, Officer | 2 | $0 |
| ANDREW VOLLMAR | PRESIDENT Trustee or director, Officer | 2 | $0 |
| STEVEN KENDALL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SMITH | TRUSTEE Trustee or director | 1 | $0 |
| ERIN STICKEL | SECRETARY Trustee or director, Officer | 2 | $0 |
| GORDON DIGBY | TRUSTEE Trustee or director | 1 | $0 |
| ELLEN PULLINS | TRUSTEE Trustee or director | 1 | $0 |
| LUKE SWARTZ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GORDON DIGBY | TRUSTEE Trustee or director | 1 | $0 |
| ELLEN PULLINS | TRUSTEE Trustee or director | 1 | $0 |
| LUKE SWARTZ | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SMITH | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN KENDALL | TRUSTEE Trustee or director | 1 | $0 |
| ROBIN BELLEVILLE | TREASURER Trustee or director, Officer | 2 | $0 |
| ANDREW VOLLMAR | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| ERIN STICKEL | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 176, TONTOGANY, OH 43565-0176
- In care of
- % ROBIN BELLEVILLE
- Signed the 990
- ROBIN BELLEVILLE, TREASURER
- Phone
- (419) 823-4381
- Return prepared by
- Kress & Company LLC
Mission
ESTABLISHED TO PROVIDE ENRICHING, EDUCATIONAL OPPORTUNITIES NOT OTHERWISE AVAILABLE DUE TO BUDGET CONSTRAINTS.
Program accomplishments
- THE OTSEGO ENDOWMENT FOUNDATION (OEF) TRUSTEES SEMI-ANNUALLY APPROVE GRANTS AND EDUCATION AWARDS TO APPLICANTS WHO REQUEST MONIES FOR ACTIVITIES THAT ENRICH THE EDUCATION OF THE APPROXIMATELY 1,600 STUDENTS OF THE OTSEGO LOCAL PUBLIC SCHOOL DISTRICT IN OHIO. WITHOUT OEF, THESE ACTIVITIES WOULD NOT BE FUNDED DUE TO SCHOOL BUDGET CONSTRAINTS. APPROVED GRANTS AND EDUCATION AWARDS ARE LIMITED TO SEMI-ANNUAL INCOME FROM INVESTMENTS. FUNDING FOR OEF IS PRIMARILY GENERATED BY AN ANNUAL DINNER RAFFLE, SPECIAL EVENTS AND A DONOR DRIVE.Expenses $22,544 · grants $19,473 · revenue $121,322
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1599038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,597,883
- Income (IRS master file)
- $121,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $121,684 | $22,844 | $1,597,883 | XML |
| 990 | December 2023 | $62,124 | $32,961 | $1,415,367 | XML |
| 990 | December 2022 | $72,352 | $25,626 | $1,242,976 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about OTSEGO ENDOWMENT FOUNDATION
- What is the EIN of OTSEGO ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of OTSEGO ENDOWMENT FOUNDATION is 34-1599038.
- Is OTSEGO ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to OTSEGO ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTSEGO ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OTSEGO ENDOWMENT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTSEGO ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of OTSEGO ENDOWMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does OTSEGO ENDOWMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $121,684, expenses of $22,844 and total assets of $1,597,883 at year end.
Other nonprofits in TONTOGANY
- AMERCIAN LEGION EIN 34-6569834 · last filed 990 for 2025
- VETERANS MEMORIAL ASSOCIATION EIN 34-6569833 · last filed 990-EZ for 2025
- WASHINGTON TWP VOL FIRE DEPT EIN 86-3252701 · last filed 990-N for 2025