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Nonprofit · EIN 88-2829917

WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND

Tax-exempt · WAKEMAN, OH 44889

Financials

$21K$33K2022$25K$36K2023$21K$40K2024
Revenue Expenses · by fiscal year end
Financials of WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$21,090$39,606-$18,516$259,938$0$259,938
December 31, 2023990-PF$24,851$36,187-$11,336$238,310$0$238,310
December 31, 2022990-PF$21,067$32,509-$11,442$208,421$0$208,421
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$150
Other income
$20,940

Expenses

Grants and similar amounts paid
$30,095
Disbursements for charitable purposes
$30,127

Balance sheet and other

Total assets, start of year
$238,310
Total assets, end of year
$259,938
Total liabilities, end of year
$0
Net assets, end of year
$259,938
Fair market value of assets
$259,938
Qualifying distributions
$30,127

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
LISA ROBSON
PO BOX 404, WAKEMAN, OH 44889
PRESIDENT1$0
ANGIE MONHOLLEN
PO BOX 404, WAKEMAN, OH 44889
SECRETARY1$0
CASEY DRAGON
PO BOX 404, WAKEMAN, OH 44889
TREASURER1$0
MANDI TUBBS
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
ED MCCLENDON
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
TINA HORMELL
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
JACKIE BAUM
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
WILL SNYDER
PO BOX 404, WAKEMAN, OH 44889
SUPERINTENDE0.5$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
LISA ROBSON
PO BOX 404, WAKEMAN, OH 44889
PRESIDENT1$0
ANGIE MONHOLLEN
PO BOX 404, WAKEMAN, OH 44889
SECRETARY1$0
CASEY DRAGON
PO BOX 404, WAKEMAN, OH 44889
TREASURER1$0
MANDI TUBBS
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
ED MCCLENDON
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
TINA HORMELL
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
JACKIE BAUM
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
WILL SNYDER
PO BOX 404, WAKEMAN, OH 44889
SUPERINTENDE0.5$0
990-PF for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
LISA ROBSON
PO BOX 404, WAKEMAN, OH 44889
PRESIDENT1$0
ED MCCLENDON
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
TINA HORMELL
PO BOX 404, WAKEMAN, OH 44889
TRUSTEE0.5$0
JACKIE BAUM
PO BOX 404, WAKEMAN, OH 44889
TREASURER0.5$0
WILL SNYDER
PO BOX 404, WAKEMAN, OH 44889
SUPERINTENDE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 404, WAKEMAN, OH 44889-0404
Signed the 990-PF
LISA ROBSON, PRESIDENT
Phone
(419) 577-7070
Return prepared by
PAYNE NICKLES & COMPANY

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
88-2829917
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$259,938
Income (IRS master file)
$21,090

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$21,090$39,606$259,938XML
990-PFDecember 2023$24,851$36,187$238,310IRS
990-PFDecember 2022$21,067$32,509$208,421XML

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 88-2829917).

Questions about WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND

What is the EIN of WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND?
The employer identification number (EIN) of WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND is 88-2829917.
Is WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND 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 WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND 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 WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does WESTERN RESERVE LOCAL SCHOOLS ENDOWMENT FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,090, expenses of $39,606 and total assets of $259,938 at year end.

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