2026-05-15T13:03:29-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-07-01 341934738 TOLEDO ROTARY CLUB FOUNDATION TOLE 4192417060 709 MADISON AVE 305 TOLEDO OH 43604 JACI BUGAJ EXECUTIVE DIRECTOR 4192417060 2026-05-14 1 1 DIANN STRETTEN P01983935 4197942000 2026-05-14 2024 2025-03-06 01:10:19Z JACI BUGAJ 709 MADISON AVE 305 TOLEDO OH 43604 136150 0 X WWW.TOLEDOROTARY.ORG X 2001 OH TO PROMOTE THE DELIVERY OF HEALTH, SOCIAL & EDUCATIONAL SERVICES FOR YOUTH, THE ELDERLY, THE DISABLED & OTHER DISADVANTAGED CITIZENS RESIDING IN LUCAS COUNTY, OHIO AND THROUGHOUT THE WORLD; TO PROMOTE SOCIAL & ECONOMIC DEVELOPMENT, PEACE & UNDERSTANDING THROUGHOUT THE WORLD 9 9 0 250 0 0 78116 120150 0 0 7177 0 0 -23683 85293 96467 82500 3750 0 0 0 0 0 0 2246 23361 40608 105861 44358 -20568 52109 801841 924613 0 0 801841 924613 X THE MISSION OF THE TOLEDO ROTARY CLUB FOUNDATION IS TO PROMOTE, SUPPORT AND HELP FUND THE EDUCATIONAL AND CHARITABLE EFFORTS OF THE ROTARY CLUB OF TOLEDO. TOLEDO ROTARY WORKS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. 0 0 16066 3750 0 FUNDING REQUESTS RECEIVED BY 501(C)(3) ORGANIZATIONS ARE REVIEWED, VETTED AND RECOMMENDATIONS MADE THROUGH THE FOLLOWING SERVICE COMMITTEES OF THE FOUNDATION: COMMUNITY SERVICE, DISABILITY, INTERNATIONAL, PEACE, VOCATIONAL, WATER AND YOUTH. GRANTS MAY BE FUNDED THROUGH ANY OF THESE RECOMMENDATIONS FOLLOWING APPROVAL BY THE CLUB BOARD OF DIRECTORS AND FOUNDATION TRUSTEES. 16066 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X JACI BUGAJ 4192417060 709 MADISON AVE SUITE 305 TOLEDO OH 43604 JAMES LAYMAN CHAIRMAN 5.00 0.00 X X 0 0 0 MICHAEL MCINTYRE VICE CHAIR 1.00 0.00 X X 0 0 0 RICHARD WOLFF SECRETARY-TREASURER 1.00 0.00 X X 0 0 0 JAMES BAEHREN TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDER DUE TRUSTEE 1.00 0.00 X 0 0 0 BRIAN KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 DEAN NIESE TRUSTEE 1.00 0.00 X 0 0 0 CHERYL SEARS TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH TAFELSKI TRUSTEE 1.00 0.00 X 0 0 0 BRENT COUSINO TRUSTEE THRU 7/24 1.00 0.00 X 0 0 0 JACI BUGAJ EXECUTIVE DIRECTOR 5.00 35.00 X 0 73325 2185 CHRISTINE SHULTZ INTERIM EXECUTIVE DIR. DURING 1/25 5.00 0.00 X 0 0 0 0 73325 2185 0 0 0 0 0 96660 23490 120150 16000 96660 39683 -23683 -23683 96467 0 0 -23683 3750 3750 200 200 8497 8497 253 228 25 23828 9055 12867 1906 PROGRAM EVENTS 5725 2233 3320 172 OTHER OPERATING EXPENSE 2105 800 1137 168 44358 16066 26046 2246 9029 32859 27400 15875 792812 848479 801841 924613 0 0 X 0 0 0 0 801841 924613 801841 924613 801841 924613 X 52109 70663 X 0 0 0 X 129466 33452 28074 78116 120150 389258 129466 33452 28074 78116 120150 389258 0 0 0 389258 9046 7177 16223 9046 7177 16223 16000 16000 129466 33452 37120 85293 136150 421481 0.92350 0.96240 0.03850 0.03760 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 16,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PERPETUAL TRUST AGREEMENTS 848479 848479 ANNUAL FOUNDER'S DAY GOLF OUTING 112660 96660 16000 6500 8500 20036 4647 112660 96660 16000 6500 8500 20036 4647 39683 -23683 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, AND SECRETARY/TREASURER. THEY ARE ALLOWED TO ACT WITH AUTHORITY AS NEEDED, AND THEN INFORM THE OTHER MEMBERS OF THE BOARD ACCORDINGLY, OR BRING THINGS FORWARD TO VOTE. FORM 990, PART VI, SECTION A, LINE 6 ROTARY CLUB OF TOLEDO IS THE SOLE MEMBER OF THE TOLEDO ROTARY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ROTARY CLUB OF TOLEDO IS THE SOLE MEMBER OF THE TOLEDO ROTARY FOUNDATION AND HAS THE RIGHT TO APPOINT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ROTARY CLUB OF TOLEDO IS THE SOLE MEMBER OF THE TOLEDO ROTARY FOUNDATION AND HAS THE RIGHT TO APPOINT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PRESENTED TO BOARD MEMBERS EITHER BY EMAIL OR AT THE BOARD MEETING PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C WE ANNUALLY ASK FOR CONFLICTS OF INTEREST TO BE UPDATED, AND BEFORE VOTING ON THINGS THE INDIVIDUALS HAVE TO RECUSE THEMSELVES IF APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S CODE OF REGULATIONS IS POSTED ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF PERPETUAL TRUST AGREEMENTS 70,663. ROTARY CLUB OF TOLEDO 709 MADISON AVE SUITE 305 TOLEDO OH 43604 344343055 TO PROVIDE SUPPORT FOR COMMUNITY SERVICE WORK OH 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0