Skip to main content

Nonprofit · EIN 34-6772666

TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR

Tax-exempt · CINCINNATI, OH 45263

Financials

$155K$168K2023$339K$281K2024
Revenue Expenses · by fiscal year end
Financials of TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$339,374$280,578$58,796$783,341$0$783,341
December 31, 2023990-PF$154,603$168,040-$13,437$724,570$0$724,570
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$303,000
Dividends
$23,080
Net gain from sales of assets
$10,710
Other income
$2,584

Expenses

Grants and similar amounts paid
$255,085
Compensation of officers, directors and key employees
$12,741
Disbursements for charitable purposes
$268,561
Excise tax on investment income
$310

Balance sheet and other

Total assets, start of year
$724,570
Total assets, end of year
$783,341
Total liabilities, end of year
$0
Net assets, end of year
$783,341
Fair market value of assets
$940,650
Qualifying distributions
$268,561
Net investment income
$33,790

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
TRUSTEE1$12,741
MR EUGENIO MOLLO JR
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Ms Lois E Bingham Esq
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mrs Brandi R Carson
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TREASURER1$0
Mrs Tiffany E Cavanaugh
300 MADISON AVE STE 1300, TOLEDO, OH 43604
SECRETARY1$0
Mr Nathan Anderson
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mr Michael Gibbons
300 MADISON AVE STE 1300, TOLEDO, OH 43604
CHAIR1$0
Ms Elizabeth LaValley
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Bina Joe Ph D
300 MADISON AVE SUITE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Gregory C Kasper MD FACS
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mr Jay Morgan
300 MADISON AVE STE 1300, TOLEDO, OH 43604
VICE CHAIR1$0
Mrs Meg Ressner
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mr Hussien Y Shousher
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mr Spencer Stone
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Mr Brian A Valentine
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
2 more people on this return
NameTitleHours / weekCompensation
Ms Kelli Winston
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
Ms Kate Sommerfeld
300 MADISON AVE STE 1300, TOLEDO, OH 43604
PRESIDENT2$0
990-PF for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
TRUSTEE1$11,641
MRS KAYE M ALDRIDGE PHD
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MRS TIFFANY E CAVANAUGH
300 MADISON AVE STE 1300, TOLEDO, OH 43604
SECRETARY1$0
MR MICHAEL GIBBONS
300 MADISON AVE STE 1300, TOLEDO, OH 43604
CHAIR1$0
MS PAMELA HERSHBERGER
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
BINA JOE PH D
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
GREGORY C KASPER MD FACS
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MR HUSSEIN Y SOUSHER
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MR KEITH BURWELL
300 MADISON AVE SUITE 1300, TOLEDO, OH 43604
PRESIDENT2$0
MR SPENCER STONE
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MR BRIAN A VALENTINE
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MR MICHAEL FISCHER
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MR JAY MORGAN
300 MADISON AVE STE 1300, TOLEDO, OH 43604
VICE CHAIR/TREASURER1$0
MS KELLI WINSTON
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MS LOIS E BINGHAM ESQ
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MRS BRANDI R CARSON
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0
MRS MEG RESSNER
300 MADISON AVE STE 1300, TOLEDO, OH 43604
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BK OF NW OHIO NA TTEE
Signed the 990-PF
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6772666
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$783,341
Income (IRS master file)
$367,118

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$339,374$280,578$783,341XML
990-PFDecember 2023$154,603$168,040$724,570XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 34-6772666).

Questions about TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR

What is the EIN of TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR?
The employer identification number (EIN) of TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR is 34-6772666.
Is TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR 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 TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR?
The 990-PF for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization, the highest $12,741 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does TOLEDO COMMUNITY FOUNDATION DONOR DIRECTED POOLED FUND TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $339,374, expenses of $280,578 and total assets of $783,341 at year end.

Other nonprofits in CINCINNATI

All nonprofits in CINCINNATI · Ohio