Otto B Schoepfle Charitable Trust 4749
- Assets
- $4.3m
- Revenue
- $304.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Columbus, OH
- Founding
- 12/2014
- Data as of
- 12/2021
- EIN
- 34-1781601
Organization Overview
Otto B Schoepfle Charitable Trust 4749 is located in Columbus, OH. The organization was established in 2014. According to its NTEE Classification (T19) the organization is classified as: Support N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Otto B Schoepfle Charitable Trust 4749 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Otto B Schoepfle Charitable Trust 4749 generated $304.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.0% each year. All expenses for the organization totaled $380.4k during the year ending 12/2021. While expenses have increased by 1.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT THE LORAIN COUNTY METRO PARKS (SCHOEPFLE GARDENS) AND THE BIRMINGHAM UNITED METHODIST CHURCH CHILDRENS' CHOIR
Describe the Organization's Program Activity:
Part 3 - Line 4a
FUNDS WERE DISTRIBUTED TO THE LORAIN COUNTY METROPOLITAN DISTRICT TO PRESERVE, MAINTAIN AND IMPROVE 62 ACRES OF LAND LOCATED IN BIRMINGHAM,OH
FUNDS WERE DISTRIBUTED TO THE BIRMINGHAM UNITED METHODIST CHURCH TO SUPPORT MUSIC AND MUSICAL PERFORMANCES OR OTHER CHURCH ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | $47,090 | ||
Jim Ziemnik Advisory Committee | Officer | $0 | |
Fred Alspach Advisory Committee | Officer | $0 | |
Mark Brown Advisory Committee | Officer | $0 | |
Dave Berns Advisory Committee | Officer | $0 | |
Robert Dlugosz Trust Officer | Officer | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $134,491 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $170,089 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $304,580 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $329,359 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $47,090 |
| Compensation of current officers, directors, key employees. | $23,545 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,750 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $200 |
| Total functional expenses | $380,399 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $213,988 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,047,244 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,261,232 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $4,261,232 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,261,232 |
Grants Awarded
Over the last fiscal year, Otto B Schoepfle Charitable Trust 4749 has awarded $329,359 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
LORAIN COUNTY PARKDISTRICT 12882 PURPOSE: AS PROVIDED IN SETTLEMENT AGREEMENT | $279,955 |
Wakeman, OH PURPOSE: AS PROVIDED IN SETTLEMENT AGREEMENT | $49,404 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bread & Roses Community Fund Philadelphia, PA | $8,957,531 | $3,374,785 |
La Plaza Inc Indianapolis, IN | $9,386,247 | $2,714,930 |
Weiser Family Foundation Ann Arbor, MI | $11,876,991 | $9,009,221 |
Tr Uw Otto Luedeking Cincinnati, OH | $12,193,885 | $1,246,255 |
Otto B Schoepfle Charitable Trust 4749 Columbus, OH | $4,261,232 | $304,580 |
Russell Family Foundation Detroit, MI | $6,643,849 | $196,791 |
St Thomas Aquinas Foundation Inc Cincinnati, OH | $418,091 | $247,916 |
Community Agency Building Corporation Inc Seymour, IN | $657,344 | $165,627 |
Flora Richardson Foundation Inc Chesterton, IN | $2,221,729 | $253,785 |
Salubrious Foundation Inc State College, PA | $204,309 | $50,000 |
Community Impact Partners Traverse City, MI | $19,279 | $0 |
Monroe County Historical Association Endowment 005783 Stroudsburg, PA | $1,253,296 | $53,465 |