How to apply
Preselected only
The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.
- Contact
-
NA
33 E Shrock Road
Westerville, OH 43081
(614) 882-2327
- Form and materials
- Not applicable
- Deadlines
- Not applicable
- Restrictions
- Not applicable
Assets and giving by year
-
Tax year 2024
$195,000
- Grants listed
- 3
- Assets, end of year
- $4,437,408
-
Tax year 2023
$205,000
- Grants listed
- 2
- Assets, end of year
- $4,079,944
-
Tax year 2022
$216,000
- Grants listed
- 2
- Assets, end of year
- $3,850,751
-
Tax year 2021
$203,000
- Grants listed
- 4
- Assets, end of year
- $4,737,241
-
Tax year 2020
$110,000
- Grants listed
- 2
- Assets, end of year
- $4,384,254
-
Tax year 2019
$113,053
- Grants listed
- 3
- Assets, end of year
- $3,958,167
-
Tax year 2018
$113,000
- Grants listed
- 3
- Assets, end of year
- $3,549,814
Grants paid in 2024
As listed on the return.
-
Otterbein UniversityWesterville, OH
Scholarships/facility improvements
$165,000 -
Church of the Master United MethodistWesterville, OH
Donation
$20,000 -
Otterbein UniversityWesterville, OH
Otterbein o club
$10,000
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Education2 grants $175,000100% of the total
By State
Grants to organizations with a US address, latest year.
- Ohio3 grants $195,000
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- David LehmanPRESIDENT Hours 0.5Pay $0
- Ron JonesVICE PRES. Hours 0.5Pay $0
- William J McLoughlinTREASURER Hours 0.5Pay $0
- Alan NorrisTRUSTEE Hours 0.5Pay $0
- Bruce S BaileyTRUSTEE Hours 0.5Pay $0
- Wendy RoushTRUSTEE Hours 0.5Pay $0
- Gwen NicholsTRUSTEE Hours 0.5Pay $0
- Josh PlieningerSECRETARY Hours 0.5Pay $0
The return
More foundations
- Private foundations in Ohio
- Private foundations in Westerville
- Foundations that fund education in Ohio
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