RICHLAND COUNTY FOUNDATION OF MANSFIELD: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHLAND COUNTY FOUNDATION OF MANSFIELD (EIN 34-0872883)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349300949
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:41:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460765923 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILGING ROUSH & PARSONS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 E MAIN ST | AddressLine1Txt |
| City | SHELBY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 448751215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340872883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHLAND COUNTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4195253020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 S MAIN ST | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLURA WATSON | PersonNm |
| Person Title | INCOMING PRESIDENT | PersonTitleTxt |
| Phone | 4195253020 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A PARSONS | PreparerPersonNm |
| PTIN | P00807239 | PTIN |
| Phone | 4193476734 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLURA WATSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 S MAIN STREET | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,642,440 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RICHLANDCOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF HEALTH, ECONOMIC DEVELOPMENT, BASIC HUMAN NEEDS, EDUCATION, ENVIRONMENT, AND COMMUNITY SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | -$13,355 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,527,345 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,419,073 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,846,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,144,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,141 | PYOtherRevenueAmt |
| CY Other Revenue | $16,120 | CYOtherRevenueAmt |
| PY Total Revenue | $7,402,159 | PYTotalRevenueAmt |
| CY Total Revenue | $12,579,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,565,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,239,943 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $680,945 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $712,711 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $366,590 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $753,714 | PYOtherExpensesAmt |
| CY Other Expenses | $765,277 | CYOtherExpensesAmt |
| PY Total Expenses | $10,000,527 | PYTotalExpensesAmt |
| CY Total Expenses | $7,717,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,598,368 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,861,757 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,944,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,192,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,273,855 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,661,880 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,670,559 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $196,530,761 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF HEALTH, ECONOMIC DEVELOPMENT, BASIC HUMAN NEEDS, EDUCATION, ENVIRONMENT, AND COMMUNITY SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,704,382 | ExpenseAmt |
| Grant | $6,239,943 | GrantAmt |
| Desc | THE RICHLAND COUNTY FOUNDATION IS AN ORGANIZATION THAT MAKES GRANTS PRIMARILY FROM THE INVESTMENT EARNINGS OF ITS COMPONENT FUNDS. THESE GRANTS SUPPORT THE PROGRAMS AND OPERATIONS OF MANY CHARITABLE ORGANIZATIONS IN THE LOCAL COMMUNITY AS WELL AS STUDENTS ATTENDING COLLEGE. DURING 2023, 501 GRANTS TOTALING 5,273,334 WERE AWARDED TO 348 CHARITABLE ORGANIZATIONS. IN ADDITION, 348 SCHOLARSHIP GRANTS TOTALING 966,609 WERE AWARDED TO LOCAL STUDENTS PURSUING A POST SECONDARY EDUCATION. | Desc |
| Total Program Service Expenses | $6,704,382 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLURA WATSON | PersonNm |
| Phone | 4195253020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 S MAIN STREET | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| BRADFORD S GROVES | ||||||
| FORMER PRESI | 38.00 | Yes (X) | $158,555 | $0 | $9,140 | |
| RACHEL WEBER | ||||||
| DIRECTOR OF | 38.00 | Yes (X) | $110,000 | $0 | $16,851 | |
| ROBERT T BARRETT | ||||||
| V.P. FINANCE | 38.00 | Yes (X) | $22,771 | $0 | $3,753 | |
| KAREN BIERLY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH BOCKA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRIGETTE BURNELL | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAKOTA DURBIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NIKIA FLETCHER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JESSICA GRIBBEN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON GUILLIAMS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS HINER | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARBARA ZAUGG JOUDREY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANA MULHERIN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| THERESA ROTH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOKITA SHETTY | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACK STEWART | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LEE TASSEFF | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AARON WILLIAMS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ALLURA WATSON | ||||||
| INCOMING PRE | 38.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $291,326 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $29,744 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARSTED ADVISORS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVE EAST STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVEST ADV SVC | ServicesDesc |
| Compensation | $131,055 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,419,073 | AllOtherContributionsAmt |
| Noncash Contributions | $915,578 | NoncashContributionsAmt |
| Total Contributions | $2,419,073 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,809,770 | TotalRevenueColumnAmt |
| Exclusion | $4,809,770 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,091,550 | SecuritiesAmt |
| Other | $305,927 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,062,752 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,028,798 | SecuritiesAmt |
| Other | $305,927 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,334,725 | TotalRevenueColumnAmt |
| Exclusion | $5,334,725 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $29,475 | $29,475 | ||
| WHITE OAK FIXED INCOME | -$13,355 | 900099 | -$13,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,579,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$13,355 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,144,495 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,273,334 | TotalAmt |
| Program Services | $5,273,334 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,609 | TotalAmt |
| Program Services | $966,609 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,326 | TotalAmt |
| Program Services | $66,076 | ProgramServicesAmt |
| Management And General | $165,812 | ManagementAndGeneralAmt |
| Fundraising | $59,438 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,400 | TotalAmt |
| Program Services | $193,402 | ProgramServicesAmt |
| Management And General | $26,918 | ManagementAndGeneralAmt |
| Fundraising | $59,080 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,882 | TotalAmt |
| Program Services | $12,508 | ProgramServicesAmt |
| Management And General | $5,681 | ManagementAndGeneralAmt |
| Fundraising | $5,693 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,578 | TotalAmt |
| Program Services | $40,923 | ProgramServicesAmt |
| Management And General | $17,267 | ManagementAndGeneralAmt |
| Fundraising | $15,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,525 | TotalAmt |
| Program Services | $20,243 | ProgramServicesAmt |
| Management And General | $15,036 | ManagementAndGeneralAmt |
| Fundraising | $9,246 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,628 | TotalAmt |
| Management And General | $17,628 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,254 | TotalAmt |
| Management And General | $21,254 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,961 | TotalAmt |
| Management And General | $289,961 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,833 | TotalAmt |
| Program Services | $14,833 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,753 | TotalAmt |
| Program Services | $10,344 | ProgramServicesAmt |
| Management And General | $7,684 | ManagementAndGeneralAmt |
| Fundraising | $4,725 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,583 | TotalAmt |
| Program Services | $23,452 | ProgramServicesAmt |
| Management And General | $17,419 | ManagementAndGeneralAmt |
| Fundraising | $10,712 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,432 | TotalAmt |
| Program Services | $14,745 | ProgramServicesAmt |
| Management And General | $10,952 | ManagementAndGeneralAmt |
| Fundraising | $6,735 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,724 | TotalAmt |
| Program Services | $1,238 | ProgramServicesAmt |
| Management And General | $920 | ManagementAndGeneralAmt |
| Fundraising | $566 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,835 | TotalAmt |
| Program Services | $3,562 | ProgramServicesAmt |
| Management And General | $2,646 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,422 | TotalAmt |
| Program Services | $22,015 | ProgramServicesAmt |
| Management And General | $16,352 | ManagementAndGeneralAmt |
| Fundraising | $10,055 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,906 | TotalAmt |
| Program Services | $6,322 | ProgramServicesAmt |
| Management And General | $4,696 | ManagementAndGeneralAmt |
| Fundraising | $2,888 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| COMMUNITY RELATIONS | $169,757 | $4,048 | $165,709 | |
| DUES AND MEMBERSHIPS | $19,525 | $6,593 | $4,055 | $8,877 |
| MISCELLANEOUS | $18,700 | $5,971 | $320 | $12,409 |
| COMM CAPACITY BUILDING | $13,490 | $13,490 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,474 | TotalAmt |
| Management And General | $10,121 | ManagementAndGeneralAmt |
| Fundraising | $10,353 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,717,931 | TotalAmt |
| Program Services | $6,704,382 | ProgramServicesAmt |
| Management And General | $646,959 | ManagementAndGeneralAmt |
| Fundraising | $366,590 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,375 | BOYAmt |
| EOY | $18,918 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,536,956 | BOYAmt |
| EOY | $3,994,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,633,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $502,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,976 | BOYAmt |
| EOY | $1,130,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,510,432 | BOYAmt |
| EOY | $168,292,840 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,491,675 | BOYAmt |
| EOY | $32,755,143 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,944,414 | BOYAmt |
| EOY | $206,192,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,617 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,270,238 | BOYAmt |
| EOY | $9,661,880 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,273,855 | BOYAmt |
| EOY | $9,661,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,223,673 | BOYAmt |
| EOY | $110,583,500 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,446,886 | BOYAmt |
| EOY | $85,947,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,670,559 | BOYAmt |
| EOY | $196,530,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,944,414 | BOYAmt |
| EOY | $206,192,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,861,757 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,991,251 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,194 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,901,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,515,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,464,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,419,073 | CurrentTaxYearAmt |
| Total | $14,118,211 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,901,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,515,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,464,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,419,073 | CurrentTaxYearAmt |
| Total | $14,118,211 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,202,868 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,915,343 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,373,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,363,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,889,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,509,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,809,770 | CurrentTaxYearAmt |
| Total | $19,946,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,065,085 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $136,330 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
| Facts And Circumstances Test | THE RICHLAND COUNTY FOUNDATION MEETS THE REQUIREMENTS OF THE 10% FACTS AND CIRCUMSTANCES TEST UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE TAX YEAR ENDING 2023. 1. BROAD PUBLIC SUPPORT: THE FOUNDATION RECEIVES SUPPORT FROM A WIDE RANGE OF PUBLIC SOURCES, INCLUDING INDIVIDUALS, BUSINESSES AND DIVERSE COMMUNITY ORGANIZATIONS. IN THE PAST YEAR, OVER 81.2% OF THE FOUNDATION'S CONTRIBUTIONS WERE FROM INDIVIDUAL DONORS, LOCAL BUSINESSES, AND CIVIC GROUPS. AT THE TAX YEAR ENDING 2023, 23.3% OF THE NET ASSETS BALANCE CONSISTED OF PUBLICLY SUPPORTED ENDOWMENT FUNDS. MANY OF THESE ENDOWMENT FUNDS HAVE BEEN AT THE FOUNDATION FOR MANY YEARS, AND THIS IS WHY THE FOUNDATION CONTINUES TO GROW ITS INVESTMENT INCOME. 2.DIVERSE GOVERNING BODY: THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM VARIOUS SEGMENTS OF THE COMMUNITY, ENSURING THAT NO SINGLE INDIVIDUAL OR GROUP HAS CONTROL OVER THE FOUNDATION'S ACTIVITIES. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, LOCAL BUSINESS REPRESENTATIVES, EDUCATORS, AND OTHER LOCAL CITIZENS. 3.MARKETING AND PUBLIC ENGAGEMENT: THE FOUNDATION ACTIVELY ENGAGES IN MARKETING ACTIVITIES, INCLUDING ANNUAL CAMPAIGNS, DONOR SOLICITATION, COMMUNITY EVENTS, AND PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO BROADEN ITS PUBLIC SUPPORT BASE. THESE EFFORTS ARE DESIGNED TO SOLICIT CONTRIBUTIONS FROM A WIDE SPECTRUM OF THE COMMUNITY, THEREBY DEMONSTRATING BROAD PUBLIC INTEREST AND SUPPORT. 4.PUBLIC ACCOUNTABILITY AND COMMUNITY NEEDS: THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY WITH GRANTS AND PROGRAMS THAT ADDRESS PRESSING COMMUNITY ISSUES SUCH AS EDUCATION, HEALTHCARE, HOUSING, AND SOCIAL SERVICES. 5.PUBLIC AWARENESS AND TRANSPARENCY: THE FOUNDATION MAINTAINS TRANSPARENCY THROUGH ITS ANNUAL REPORTS, NEWSLETTERS, AND PUBLIC MEETINGS, WHICH ARE WIDELY ACCESSIBLE TO THE PUBLIC. THE FOUNDATION'S COMMITMENT TO PUBLIC ENGAGEMENT ENSURES THAT ITS PROGRAMS ALIGN WITH THE EVOLVING NEEDS OF THE COMMUNITY. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE RICHLAND COUNTY FOUNDATION RESPECTFULLY SUBMITS THAT IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FISCAL YEAR ENDING 2023. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | THE RICHLAND COUNTY FOUNDATION MEETS THE REQUIREMENTS OF THE 10% FACTS AND CIRCUMSTANCES TEST UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE TAX YEAR ENDING 2023. 1. BROAD PUBLIC SUPPORT: THE FOUNDATION RECEIVES SUPPORT FROM A WIDE RANGE OF PUBLIC SOURCES, INCLUDING INDIVIDUALS, BUSINESSES AND DIVERSE COMMUNITY ORGANIZATIONS. IN THE PAST YEAR, OVER 81.2% OF THE FOUNDATION'S CONTRIBUTIONS WERE FROM INDIVIDUAL DONORS, LOCAL BUSINESSES, AND CIVIC GROUPS. AT THE TAX YEAR ENDING 2023, 23.3% OF THE NET ASSETS BALANCE CONSISTED OF PUBLICLY SUPPORTED ENDOWMENT FUNDS. MANY OF THESE ENDOWMENT FUNDS HAVE BEEN AT THE FOUNDATION FOR MANY YEARS, AND THIS IS WHY THE FOUNDATION CONTINUES TO GROW ITS INVESTMENT INCOME. 2.DIVERSE GOVERNING BODY: THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM VARIOUS SEGMENTS OF THE COMMUNITY, ENSURING THAT NO SINGLE INDIVIDUAL OR GROUP HAS CONTROL OVER THE FOUNDATION'S ACTIVITIES. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, LOCAL BUSINESS REPRESENTATIVES, EDUCATORS, AND OTHER LOCAL CITIZENS. 3.MARKETING AND PUBLIC ENGAGEMENT: THE FOUNDATION ACTIVELY ENGAGES IN MARKETING ACTIVITIES, INCLUDING ANNUAL CAMPAIGNS, DONOR SOLICITATION, COMMUNITY EVENTS, AND PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO BROADEN ITS PUBLIC SUPPORT BASE. THESE EFFORTS ARE DESIGNED TO SOLICIT CONTRIBUTIONS FROM A WIDE SPECTRUM OF THE COMMUNITY, THEREBY DEMONSTRATING BROAD PUBLIC INTEREST AND SUPPORT. 4.PUBLIC ACCOUNTABILITY AND COMMUNITY NEEDS: THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY WITH GRANTS AND PROGRAMS THAT ADDRESS PRESSING COMMUNITY ISSUES SUCH AS EDUCATION, HEALTHCARE, HOUSING, AND SOCIAL SERVICES. 5.PUBLIC AWARENESS AND TRANSPARENCY: THE FOUNDATION MAINTAINS TRANSPARENCY THROUGH ITS ANNUAL REPORTS, NEWSLETTERS, AND PUBLIC MEETINGS, WHICH ARE WIDELY ACCESSIBLE TO THE PUBLIC. THE FOUNDATION'S COMMITMENT TO PUBLIC ENGAGEMENT ENSURES THAT ITS PROGRAMS ALIGN WITH THE EVOLVING NEEDS OF THE COMMUNITY. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE RICHLAND COUNTY FOUNDATION RESPECTFULLY SUBMITS THAT IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FISCAL YEAR ENDING 2023. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 69 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 40 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,675,582 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $461,904 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,295,627 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $212,816 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $70,305,090 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,602,677 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,670,559 | BeginningYearBalanceAmt |
| Contributions | $2,424,248 | ContributionsAmt |
| Investment Earnings Or Losses | $27,122,391 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,239,943 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,446,494 | AdministrativeExpensesAmt |
| End Year Balance | $196,530,761 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $217,243,806 | BeginningYearBalanceAmt |
| Contributions | $3,544,561 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,122,174 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,565,868 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,429,766 | AdministrativeExpensesAmt |
| End Year Balance | $174,670,559 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,078,950 | BeginningYearBalanceAmt |
| Contributions | $4,546,760 | ContributionsAmt |
| Investment Earnings Or Losses | $28,361,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,779,445 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $964,379 | AdministrativeExpensesAmt |
| End Year Balance | $217,243,806 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $170,067,086 | BeginningYearBalanceAmt |
| Contributions | $9,645,191 | ContributionsAmt |
| Investment Earnings Or Losses | $19,468,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,175,522 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $926,413 | AdministrativeExpensesAmt |
| End Year Balance | $192,078,950 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,998,278 | BeginningYearBalanceAmt |
| Contributions | $2,825,338 | ContributionsAmt |
| Investment Earnings Or Losses | $27,135,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,072,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $818,686 | AdministrativeExpensesAmt |
| End Year Balance | $170,067,086 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $134,471 | InvestmentCostOrOtherBasisAmt |
| Book Value | $134,471 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,052,406 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $188,039 | DepreciationAmt |
| Book Value | $864,367 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $232,681 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $213,520 | DepreciationAmt |
| Book Value | $19,161 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $213,887 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $101,131 | DepreciationAmt |
| Book Value | $112,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,130,755 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WEATHERLOW OFFSHORE FUND I LTD | $12,212,143 | F |
| BLACK DIAMOND ARBITRAGE, LTD | $6,845,031 | F |
| HARRISON STREET CORE PROPERTY FUND, | $5,907,912 | F |
| WHITE OAK LLP | $4,047,635 | F |
| CLEAR ACCESS | $2,394,822 | F |
| BLACK DIAMOND OPPORTUNITY FUND V, LT | $1,347,600 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,755,143 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ENDOWMENTS | $9,602,677 |
| ANNUITY CONTRACTS PAYABLE | $59,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,661,880 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,293,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,991,251 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,175 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $7,194 | OtherRevenueAmt |
| Revenue Not Reported | $17,003,620 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,289,727 | RevenueSubtotalAmt |
| Other Revenues Not Included | $289,961 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $289,961 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,579,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,433,145 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,175 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,175 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,427,970 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $289,961 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $289,961 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,717,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN ANNUITY VALUE 7,194 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | INVESTMENT EXPENSE 289,961 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT AND CUSTODY FEES 289,961 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION - NW OHIO | |||||||||
| 2131 PARK AVE WEST | MANSFIELD | OH | 44906 | 133039601 | 501C3 | $7,134 | EXPANDING OUTREACH | ||
| AKRON CHILDREN'S HOSPITAL FOUNDATIO | |||||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | 237114013 | 501C3 | $9,989 | CHILD INJURY PREVENT | ||
| AMERICAN RED CROSS | |||||||||
| 244 SOUTH WALNUT | WOOSTER | OH | 44691 | 340733122 | 501C3 | $15,797 | MEETING NEEDS | ||
| BUCKEYE IMAGINATION MUSEUM | |||||||||
| 175 W THIRD ST | MANSFIELD | OH | 44902 | 273014824 | 501C3 | $351,850 | CAPITAL CAMPAIGN | ||
| BUCKEYE COUNCIL BSA INC | |||||||||
| 2301 13TH STREET NW | CANTON | OH | 44708 | 221576300 | 501C3 | $277,205 | AKEYLA WASHROOMS | ||
| CATALYST LIFE SERVICES | |||||||||
| 741 SCHOLL ROAD | MANSFIELD | OH | 44907 | 341190641 | 501C3 | $12,131 | GENERAL SUPPORT | ||
| CATHOLIC CHARITIES | |||||||||
| 2 SMITH AVENUE | MANSFIELD | OH | 44905 | 344428254 | 501C3 | $5,580 | GENERAL SUPPORT | ||
| CHILDREN'S DYSLEXIA CENTER | |||||||||
| 290 CRAMER CREEK COURT | DUBLIN | OH | 43017 | 043169620 | 501C3 | $51,172 | GENERAL SUPPORT | ||
| CITY OF MANSFIELD | |||||||||
| 30 N DIAMOND ST | MANSFIELD | OH | 44902 | 346001795 | GOV | $233,267 | STERKEL PARK | ||
| CLEVELAND CLINIC PHILANTHROPY | |||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | 340714585 | 501C3 | $25,000 | CARDIOVASCULAR RES | INSTITUTE | |
| COMMUNITY FOUNDATION OF OSTEGO | |||||||||
| PO BOX 55 | SPRINGFIELD CENTER | NY | 13468 | 842243769 | 501C3 | $16,667 | PROGRAMS | COUNTY INC | |
| DISCOVERY SCHOOL | |||||||||
| 855 MILLSBORO ROAD | MANSFIELD | OH | 44903 | 341168732 | 501C3 | $90,513 | GENERAL SUPPORT | ||
| DOWNTOWN MANSFIELD INC | |||||||||
| 128 N MAIN ST | MANSFIELD | OH | 44902 | 341605642 | 501C3 | $62,700 | PROGRAM / SUPPORT | ||
| FAMILY PLANNING OF SOUTH CENTRAL NY | |||||||||
| 37 DIETZ ST | ONEONTA | NY | 13820 | 161005972 | 501C3 | $8,333 | ACCESS TO HEALTHCARE | ||
| FENIMORE ART MUSEUM | |||||||||
| 5798 ST RT 80 | COOPERSTOWN | NY | 13326 | 150539110 | 501C3 | $8,333 | YOUTH PROGRAMS | ||
| FIRST CONGREGATIONAL CHURCH | |||||||||
| 640 MILLSBORO ROAD | MANSFIELD | OH | 44903 | 348085891 | CHURCH | $25,775 | GENERAL SUPPORT | ||
| FRIENDLY HOUSE ASSOCIATION | |||||||||
| 380 NORTH MULBERRY ST | MANSFIELD | OH | 44902 | 340714667 | 501C3 | $44,341 | PLAYGROUND/SUPPORT | ||
| FRIENDS OF THE RICHLAND COUNTY | |||||||||
| 2295 LEXINGTON AVE | MANSFIELD | OH | 44907 | 341447942 | 501C3 | $20,077 | SUPPORT / INTERNS | PARK DISTRICT | |
| GLIMMERGLASS FESTIVAL | |||||||||
| PO BOX 191 | COOPERSTOWN | NY | 13326 | 161053970 | 501C3 | $20,303 | GENERAL SUPPORT | ||
| GREATER CLEVELAND FOOD BANK | |||||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | 341292848 | 501C3 | $16,667 | HUNGER RELIEF | ||
| HELIOS CARE | |||||||||
| 297 RIVER STREET SERVICE RD | ONEONTA | NY | 13820 | 222893098 | 501C3 | $6,667 | GENERAL SUPPORT | ||
| HUMANE SOCIETY OF RICHLAND COUNTY | |||||||||
| 3025 PARK AVE W | MANSFIELD | OH | 44907 | 346538966 | 501C3 | $8,500 | GENERAL SUPPORT | ||
| IDEA WORKS | |||||||||
| 40 W FOURTH STREET | MANSFIELD | OH | 44902 | 823865130 | 501C3 | $30,000 | GENERAL SUPPORT | ||
| JUNIOR ACHIEVEMENT OF NCO | |||||||||
| 4353 EXECUTIVE CIRCLE NW | CANTON | OH | 44718 | 340940986 | 501C3 | $31,500 | DESTINATION CAREER | ||
| KINGWOOD CENTER GARDENS | |||||||||
| 900 PARK AVENUE WEST | MANSFIELD | OH | 44906 | 346506846 | 501C3 | $131,624 | GENERAL SUPPORT | ||
| LEXINGTON LOCAL SCHOOLS | |||||||||
| 103 CLEVER LN | LEXINGTON | OH | 44904 | 346001671 | GOV | $9,264 | TEACHER ASSISTANCE | ||
| LUCAS COMMUNITY CENTER | |||||||||
| 252 WEST MAIN ST | LUCAS | OH | 44843 | 463740215 | 501C3 | $26,391 | GENERAL SUPPORT | ||
| LUCAS LOCAL SCHOOLS | |||||||||
| 84 LUCAS NORTH RD | LUCAS | OH | 44843 | 346001730 | GOV | $19,825 | EDUCATION SUPPLIES | ||
| MADISON LOCAL SCHOOLS | |||||||||
| 1379 GRACE ST | MANSFIELD | OH | 44905 | 346004371 | GOV | $11,201 | TEACHER ASSISTANCE | ||
| MANSFIELD ART CENTER | |||||||||
| 700 MARION AVE | MANSFIELD | OH | 44903 | 340827274 | 501C3 | $137,080 | GENERAL SUPPORT | ||
| MANSFIELD CANCER FOUNDATION | |||||||||
| 335 GLESSNER AVE | MANSFIELD | OH | 44903 | 341225852 | 501C3 | $9,074 | GENERAL SUPPORT | ||
| MANSFIELD CITY SCHOOLS | |||||||||
| PO BOX 1448 | MANSFIELD | OH | 44901 | 346001794 | GOV | $118,135 | EDUCATION PROGRAMS | ||
| MANSFIELD COMMUNITY PLAYHOUSE | |||||||||
| 95 EAST THIRD ST | MANSFIELD | OH | 44902 | 341016629 | 501C3 | $30,158 | PARKING LOT | ||
| MANSFIELD JR BASEBALL ASSOC INC | |||||||||
| PO BOX 1317 | MANSFIELD | OH | 44901 | 237257756 | 501C3 | $10,000 | TRACTOR | ||
| MANSFIELD MEMORIAL HOMES | |||||||||
| 50 BLYMYER AVE | MANSFIELD | OH | 44902 | 340865526 | 501C3 | $7,124 | GENERAL SUPPORT | ||
| MANSFIELD REFORMATORY PRESERVATION | |||||||||
| 100 REFORMATORY ROAD | MANSFIELD | OH | 44905 | 341796427 | 501C3 | $20,000 | EXTERIOR PROPERTY | SOCIETY | |
| MANSFIELD ROTARY CLUB FOUNDATION | |||||||||
| 43 WEST THIRD STREET | MANSFIELD | OH | 44902 | 346001803 | 501C3 | $6,978 | AWARDS | ||
| MID-OHIO EDUCATIONAL SERVICE CENTER | |||||||||
| 890 W FOURTH ST STE 100 | MANSFIELD | OH | 44906 | 341207061 | 501C3 | $5,190 | EDUCATIONAL SUPPLIES | ||
| MID-OHIO GUARDIANSHIP SERVICES INC | |||||||||
| 150 MANSFIELD AVE | SHELBY | OH | 44875 | 811302813 | 501C3 | $26,000 | GENERAL SUPPORT | ||
| MONROE TOWNSHIP | |||||||||
| PO BOX 503 | LUCAS | OH | 44843 | 346001923 | GOV | $9,320 | GENERAL SUPPORT | ||
| NATIONAL SCLERODERMA FOUNDATION | |||||||||
| 300 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 521375827 | 501C3 | $10,833 | GENERAL SUPPORT | STE 105 | |
| NECIC INC | |||||||||
| 199 NORTH MAIN ST | MANSFIELD | OH | 44902 | 205806276 | 501C3 | $1,094,460 | SUPPORT/ CAPITAL | ||
| NORTH CENTRAL OHIO INDUSTRIAL MUSEU | |||||||||
| 100 REFORMATORY ROAD | MANSFIELD | OH | 44905 | 472390037 | 501C3 | $15,000 | CAPITAL PROJECT | ||
| NORTH CENTRAL OHIO LAND CONSERVANCY | |||||||||
| 13 PARK AVENUE W SUITE 608 | MANSFIELD | OH | 44902 | 341723692 | 501C3 | $10,000 | GENERAL SUPPORT | ||
| NORTH CENTRAL STATE COLLEGE FOUNDAT | |||||||||
| 2441 KENWOOD CIRCLE | MANSFIELD | OH | 44906 | 237450889 | 501C3 | $44,348 | GENERAL SUPPORT | ||
| OHIO BIRD SANCTUARY | |||||||||
| 3774 ORWEILER RD | MANSFIELD | OH | 44903 | 341691325 | 501C3 | $72,838 | GENERAL SUPPORT | ||
| OHIO ENVIROMENTAL COUNCIL | |||||||||
| 1145 CHESAPEAKE AVENUE STE I | COLUMBUS | OH | 43212 | 310805578 | 501C3 | $9,500 | GENERAL SUPPORT | ||
| ONTARIO LOCAL SCHOOLS | |||||||||
| 457 SHELBY-ONTARIO ROAD | MANSFIELD | OH | 44906 | 346002708 | GOV | $15,673 | TECHNOLOGY PROGRAMS | ||
| PLANNED PARENTHOOD OF GREATER OHIO | |||||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | 341015976 | 501C3 | $50,000 | BIRTH CONTROL ACCESS | ||
| RAEMELTON THERAPEUTIC EQUEST CENTE | |||||||||
| 569 SOUTH TRIMBLE RD | MANSFIELD | OH | 44906 | 341780155 | 501C3 | $62,958 | SPONSORSHIP & GEN | ||
| RENAISSANCE PERFORMING ARTS | |||||||||
| PO BOX 789 | MANSFIELD | OH | 44901 | 341300583 | 501C3 | $397,273 | GENERAL SUPPORT | ||
| RICHLAND CARROUSEL PARK INC | |||||||||
| 75 N MAIN ST | MANSFIELD | OH | 44902 | 341586398 | 501C3 | $10,870 | GENERAL SUPPORT | ||
| RICHLAND COMMUNITY DEVELOPMENT GROU | |||||||||
| 55 NORTH MULBERRY ST | MANSFIELD | OH | 44902 | 341374548 | 501C3 | $119,370 | CAPITAL & GENERAL | ||
| RICHLAND COUNTY CHILDREN'S AUX | |||||||||
| 890 W FOURTH STREET | MANSFIELD | OH | 44906 | 341875985 | 501C3 | $10,669 | GENERAL SUPPORT | PO BOX 2525 | |
| RICHLAND COUNTY HABITAT | |||||||||
| 785 LEXINGTON AVE STE 210 | MANSFIELD | OH | 44907 | 382819384 | 501C3 | $7,119 | GENERAL SUPPORT | FOR HUMANITY | |
| RICHLAND COUNTY HISTORICAL SOCIETY | |||||||||
| 310 SPRINGMILL STREET | MANSFIELD | OH | 44903 | 237010383 | 501C3 | $18,336 | GENERAL SUPPORT | ||
| RICHLAND COUNTY MUSEUM | |||||||||
| 51 CHURCH ST | LEXINGTON | OH | 44904 | 341598719 | 501C3 | $6,003 | GENERAL SUPPORT | ||
| RICHLAND PREGNANCY SERVICES | |||||||||
| 1560 WEST FOURTH STREET | MANSFIELD | OH | 44906 | 341538951 | 501C3 | $9,419 | GENERAL SUPPORT | ||
| RICHLAND PUBLIC HEALTH | |||||||||
| 555 LEXINGTON AVE | MANSFIELD | OH | 44907 | 341745250 | GOV | $83,333 | EQUIPMENT | ||
| RICHLAND SCHOOL OF ACADEMIC ARTS | |||||||||
| 1456 PARK AVENUE WEST | MANSFIELD | OH | 44906 | 271719258 | 501C3 | $11,706 | TEACHER ASSISTANCE | ||
| RICHLAND SOIL AND WATER | |||||||||
| 1495 W LONGVIEW AVE STE 205B | MANSFIELD | OH | 44906 | 874481232 | GOV | $9,600 | INTERNS | CONSERVATION DISTRICT | |
| RONALD MCDONALD HOUSE CHARITIES | |||||||||
| 711 E LIVINGSTON AVE | COLUMBUS | OH | 43205 | 310890152 | 501C3 | $10,000 | HELPING HANDS PROG | OF CENTRAL OHIO | |
| SHELBY CITY SCHOOLS | |||||||||
| 25 HIGH SCHOOL AVE | SHELBY | OH | 44875 | 346002632 | GOV | $7,485 | EDUCATION PROGRAMS | ||
| ST PAUL OUTREACH | |||||||||
| 2520 LEXINGTON AVE S | MENDOTA HEIGHTS | MN | 55120 | 411621192 | CHURCH | $8,000 | GENERAL SUPPORT | ||
| ST PETER'S PARISH | |||||||||
| 104 WEST FIRST ST | MANSFIELD | OH | 44902 | 340792942 | CHURCH | $9,500 | GENERAL SUPPORT | ||
| ST PETER'S SCHOOL | |||||||||
| 104 WEST FIRST ST | MANSFIELD | OH | 44902 | 340792942 | CHURCH | $8,000 | GENERAL SUPPORT | ||
| TAKING ROOT FARMS | |||||||||
| 2308 KINGS CORNERS RD E | MANSFIELD | OH | 44904 | 464030652 | 501C3 | $179,117 | CAPITAL CAMPAIGN | ||
| THE DOMESTIC VIOLENCE SHELTER | |||||||||
| PO BOX 1524 | MANSFIELD | OH | 44901 | 341261703 | 501C3 | $9,849 | GENERAL SUPPORT | ||
| THE DOWNTOWN ARTS THEATER | |||||||||
| PO BOX 1717 | WOOSTER | OH | 44691 | 842317346 | 501C3 | $16,333 | RENOVATION | ||
| THE OHIO STATE UNIVERSITY - MANSFIE | |||||||||
| 1760 UNIVERSITY DRIVE | MANSFIELD | OH | 44906 | 316025986 | 501C3 | $92,316 | SCHOLARSHIPS/ SUPPOR | ||
| THE SALVATION ARMY | |||||||||
| 47 SOUTH MAIN ST | MANSFIELD | OH | 44902 | 132923701 | 501C3 | $92,212 | SUPPORT / PROGRAMS | ||
| THIRD STREET FAMILY HEALTH | |||||||||
| 600 W THIRD STREET | MANSFIELD | OH | 44903 | 341753919 | 501C3 | $67,643 | CAPITAL IMPROVEMENTS | SERVICES | |
| TRAPSHOOTING HALL OF FAME | |||||||||
| PO BOX 281 | VANDALIA | OH | 45377 | 310843232 | 501C3 | $51,172 | GENERAL SUPPORT | ||
| UNITED WAY OF NORTH CENTRAL OHIO | |||||||||
| 125 EXECUTIVE DR STE 100 | MARION | OH | 43302 | 340641236 | 501C3 | $7,000 | GENERAL SUPPORT | ||
| UNITED WAY OF RICHLAND COUNTY | |||||||||
| 3 N MAIN ST SUITE 303 | MANSFIELD | OH | 44902 | 340714455 | 501C3 | $81,720 | GENERAL SUPPORT | ||
| UPSTATE HOME FOR CHILDREN FOUNDATIO | |||||||||
| 105 CAMPUS DR | ONEONTA | NY | 13820 | 222906500 | 501C3 | $15,000 | SPECIAL EDUCATION | ||
| VILLAGE OF BELLVILLE | |||||||||
| 142 PARK PLACE | BELLVILLE | OH | 44813 | 346000232 | GOV | $22,860 | POLICE DEPARTMENT | ||
| VISUAL BUCKET LIST | |||||||||
| 1222 HUNTER RIDGE | LEXINGTON | OH | 44904 | 813462738 | 501C3 | $6,100 | GENERAL SUPPORT | ||
| WAYFINDERS OHIO INC | |||||||||
| 124 WEST THIRD ST | MANSFIELD | OH | 44902 | 205609709 | 501C3 | $158,700 | GENERAL / REHOUSING | ||
| WOOSTER YOUTH SHAKESPEARE | |||||||||
| 332 NORTH BEVER STREET | WOOSTER | OH | 44691 | 833872470 | 501C3 | $5,333 | YOUTH SHAKESPEARE | ||
| YMCA OF NORTH CENTRAL OHIO | |||||||||
| 750 SCHOLL ROAD | MANSFIELD | OH | 44907 | 340714795 | 501C3 | $274,216 | PROGRAMS / CAPITAL | ||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 348 | RecipientCnt |
| Cash Grant | $966,609 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICATION GUIDELINES AND PROCEDURES HISTORY & MISSION: RICHLAND COUNTY FOUNDATION (RCF), A COMMUNITY FOUNDATION, WAS ESTABLISHED IN 1945 IN THE STATE OF OHIO AS A 501(C)(3) NOT-FOR-PROFIT CORPORATION TO SERVE THE ENTIRE RICHLAND COUNTY COMMUNITY. THE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. TO FULFILL THIS MISSON, THE FOUNDATION WILL: - PROVIDE LEADERSHIP AND ACT AS A CATALYST IN IDENTIFYING AND ADDRESSING EVOLVING COMMUNITY NEEDS. - DISTRIBUTE GRANTS FOR CHARITABLE PURPOSES IN AREAS OF CHILDREN, FAMILIES AND YOUTH, ARTS AND CULTURE, HEALTH SERVICES, ECONOMIC DEVELOPMENT, HUMAN SERVICES, EDUCATION, ENVIRONMENT, COMMUNITY DEVELOPMENT AND CHURCHES. - ASSIST DONORS IN CREATING FUNDS TO MEET EMERGING COMMUNITY NEEDS AND DISTRIBUTE PROCEEDS IN ACCORDANCE WITH THE DONORS' INTENT. - PRUDENTLY MANAGE THE FOUNDATION'S RESOURCES TO ACHIEVE THE MAXIMUM BENEFIT FOR RICHLAND COUNTY IN PERPETUITY. - RCF IS RESPONSIBLE FOR BOTH RESTRICTED AND UNRESTRICTED FUNDS. RESTRICTED FUNDS HAVE SPECIFIC DIRECTIONS, WHICH WERE GIVEN AT THE TIME THE FUND WAS ESTABLISHED. THE BOARD OF TRUSTEES USUALLY APPROVE SUCH GRANTS IN ACCORDANCE WITH THE DONORS' DIRECTIONS. IN ADDITION, THERE ARE UNRESTRICTED AND FIELD OF INTEREST FUNDS, WHICH MAY BE USED TO RESPOND TO COMMUNITY GRANT APPLICATIONS. GRANT APPLICATION GUIDELINES: KEY ELEMENTS RCF TYPICALLY LOOKS FOR IN A GRANT APPLICATION INCLUDE: - A ONE-TIME GRANT, ESPECIALLY FOR A PILOT PROJECT WHICH CAN SERVE AS A MODEL OR BE REPLICATED; - A PROJECT IN WHICH THE FOUNDATION IS A FUNDING PARTNER, RATHER THAN THE SOLE FUNDER; - A PROJECT OR PROGRAM WHICH PROMOTES VOLUNTEER INVOLVEMENT; - AN ORGANIZATION WHICH CAN DEMONSTRATE THE ABILITY TO SUSTAIN THE PROJECT IN THE FUTURE WHEN RCF GRANT DOLLARS END; - PROJECTS OR PROGRAMS WHICH ARE A COLLABORATIVE EFFORT(S) AMONG NONPROFIT ORGANIZATIONS IN THE COMMUNITY WHICH ELIMINATES DUPLICATION OF SERVICES; - A PROJECT WHICH IS LIKELY TO MAKE A CLEAR DIFFERENCE IN THE QUALITY OF LIFE OF A SUBSTANTIAL NUMBER OF PEOPLE; - AN ORGANIZATION WHICH IS PROPOSING A PRACTICAL APPROACH TO A SOLUTION OF A CURRENT COMMUNITY PROBLEM; - A PROGRAM OR PROJECT WHICH IS FOCUSING ON PREVENTION; AND - A WORTHY COMMUNITY PROJECT FOR WHICH A GRANT FROM RCF WOULD MOST LIKELY LEVERAGE ADDITIONAL FINANCIAL SUPPORT. RCF TYPICALLY DOES NOT PROVIDE FUNDING FROM UNRESTRICTED FUNDS FOR THE FOLLOWING: - SECTARIAN ACTIVITIES OF RELIGIOUS ORGANIZATIONS; - OPERATING EXPENSES FOR ANNUAL DRIVES OR TO ELIMINATE DEBT; - MEDICAL, SCIENTIFIC, OR ACADEMIC RESEARCH; - INDIVIDUALS, OTHER THAN FOR SCHOLARSHIPS; - TRAVEL TO OR IN SUPPORT OF CONFERENCES, OR TRAVEL FOR GROUPS SUCH AS BANDS, SPORTS TEAMS, AND CLASSES (UNLESS THROUGH SPECIAL GRANT PROGRAMS SUCH AS SUMMERTIME KIDS OR THE EDUCATION GRANT PROGRAM; - CAPITAL IMPROVEMENTS TO BUILDING AND PROPERTY NOT OWNED BY THE ORGANIZATION OR COVERED BY A LONG TERM LEASE; - COMPUTER SYSTEMS; - PROJECTS THAT TAXPAYERS SUPPORT OR ARE EXPECTED TO SUPPORT; OR - POLITICAL ISSUES. WHO CAN APPLY FOR A GRANT FROM RCF: - RCF ENCOURAGES 501(C)(3) NONPROFIT ORGANIZATIONS IN THE RICHLAND COUNTY AREA TO PARTNER WITH RCF IN MEETING THE FOUNDATION'S MISSION. - THE PARTNERING 501(C)(3) ORGANIZATION SHOULD BE LOCATED IN RICHLAND COUNTY OR BE ABLE TO DEMONSTRATE THAT A SIGNIFICANT NUMBER OF PEOPLE OR CLIENTS SERVED BY THE ORGANIZATION RESIDE IN RICHLAND COUNTY. HOW TO APPLY FOR A GRANT AT RCF: - GRANT APPLICATIONS ARE TYPICALLY REVIEWED FOUR TIMES A YEAR. THE BOARD OF TRUSTEES MAY MAKE GRANT AWARDS AT EACH OF THEIR REGULAR BOARD MEETINGS. - THE APPLICATION PROCEDURE SHOULD BEGIN WITH A TELEPHONE CALL TO AN RCF COMMUNITY INVESTMENT OFFICER AT 419-525-3020. RCF PREFERS TO HAVE AN OPPORTUNITY TO MEET WITH REPRESENTATIVES OF THE APPLYIING ORGANIZATION TO BE SURE THE REQUEST FALLS WITHIN RCF GUIDELINES. AFTER THIS INITIAL MEETING, A GRANT APPLICATION WILL BE PROVIDED TO THE APPLYING ORGANIZATION. - A COMPLETED RCF GRANT APPLICATION MUST BE PROVIDED TO RCF BY MIDNIGHT ON THE DESIGNATED DEADLINE DATE. A COMPLETE PROJECT BUDGET AND BUDGET NARRATIVE MUST BE INCLUDED WITH THE APPLICATION. - ATTACHED TO THE COMPLETED GRANT APPLICATION MUST BE THE FOLLOWING DOCUMENTS (IF APPLICABLE TO THE ORGANIZATION): IRS TAX EXEMPT LETTER, MOST RECENT FINANCIAL AUDIT, MOST RECENT ANNUAL REPORT, CURRENT BOARD OF TRUSTEES LIST, AND A BRIEF HISTORY OF THE ORGANIZATION INCLUDING ITS MISSION AND CURRENT PROGRAM OFFERINGS. - APPLICATIONS ARE SUBMITTED ONLINE. - THE COMMUNITY INVESTMENT OFFICER MAY CONTACT THE "PROGRAM COORDINATOR" LISTED ON THE GRANT APPLICATION TO SCHEDULE A SITE VISIT. MEMBERS OF THE BOARD OF TRUSTEES MAY ATTEND SITE VISITS WITH FOUNDATION STAFF. - THE ENTIRE BOARD OF TRUSTEES MAKES THE FINAL DECISIONS ON ALL GRANTS APPROXIMATELY 6-8 WEEKS AFTER THE GRANT DEADLINE. WHEN A GRANT IS AWARDED: - WITHIN ONE WEEK OF THE BOARD MEETING, THE GRANTEE WILL RECEIVE FORMAL NOTIFICATION OF THE BOARD'S DECISION. A GRANT AGREEMENT FORM MUST BE SIGNED PRIOR TO THE RELEASE OF ANY FUNDS. ANY ADDITIONAL GRANT CONDITIONS WILL BE LISTED ON THE GRANT AGREEMENT FORM. - TYPICALLY, A FINAL REPORT IS DUE AT THE END OF THE GRANT PERIOD. IF THE GRANT PERIOD IS MORE THAN 1 YEAR, INTERIM REPORTS MAY BE REQUESTED. UNEXPENDED FUNDS: FUNDS THAT ARE NOT EXPENDED OR ENCUMBERED DURING THE GRANT PERIOD SHOULD BE RETURNED TO RICHLAND COUNTY FOUNDATION UNLESS THE FOUNDATION MAKES WRITTEN AUTHORIZATION TO EXTEND THE AWARDED BEYOND THE ORIGINAL END DATE OF THE GRANT PERIOD. FOR ADDITIONAL INFORMATION ABOUT AVAILABLE GRANTS THROUGH RCF, CONTACT A COMMUNITY INVESTMENT OFFICER AT 419-525-3020 OR VISIT OUR WEBSITE AT WWW.RICHLANDCOUNTYFOUNDATION.ORG. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADFORD S GROVES | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $158,555 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $9,140 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $167,695 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $915,578 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF HEALTH, ECONOMIC DEVELOPMENT, BASIC HUMAN NEEDS, EDUCATION, ENVIRONMENT, AND COMMUNITY SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP MEETINGS MEMBERSHIP MEETINGS SHALL BE HELD AT SUCH LOCATION IN RICHLAND COUNTY, OHIO AS DETERMINED BY THE CORPORATION. A. ANNUAL MEETING THE ANNUAL MEETING OF THE MEMBERS WILL BE HELD IN MAY OF EACH YEAR AT SUCH A TIME AND PLACE DETERMINED BY THE BOAD OF TRUSTEES. B. SPECIAL MEETING A SPECIAL MEETING OF THE MEMBERS MAY BE CALLED BY THE CHAIR OF THE BOARD OF TRUSTEES, OR BY THE BOARD OF TRUSTEES BY ACTION DULY TAKEN FOR THAT PURPOSE. QUORUM THE VOTING MEMBERS AT ANY MEETING OF MEMBERS SHALL CONSTITUTE A QUORUM. THE VOTE OF A MAJORITY OF THOSE PRESENT IS NECESSARY FOR THE ADOPTION OF ANY MATTER VOTED ON BY THE MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT WITH INPUT FROM THE ORGANIZATION'S DIRECTOR OF FINANCE. THE COMPLETED FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, PRESIDENT AND BOARD CHAIR. THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES, PRIOR TO MAILING, FOR COMMENT AND QUESTIONS. THE FORM 990 IS SIGNED BY THE ORGANIZATION'S PRESIDENT AND FILED. THROUGHOUT THE YEAR EACH GOVERNING BOARD MEMBER RECEIVES COMPLETE QUARTERLY FINANCIAL STATEMENTS, A YEAR END AUDITED FINANCIAL STATEMENT AND FINANCIAL UPDATES AT EACH BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH MEMBER OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT, ON A YEARLY BASIS, A CONFLICT OF INTEREST QUESTIONNAIRE. WHERE A CONFLICT OF INTEREST IS DEEMED TO BE PRESENT, THE IMPACTED PARTY IS ASKED TO LEAVE THE MEETING ROOM DURING DISCUSSION OF THE PARTICULAR ISSUE AND ABSTAIN FROM VOTING ON THAT PARTICULAR MATTER. THEY MAY PRESENT INFORMATION PERTAINING TO THE ISSUE PRIOR TO DISCUSSION. ALL CONFLICTS AND ABSTENTIONS ARE DOCUMENTED IN THE MINUTES OF EACH APPLICABLE BOARD OR COMMITTEE MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE GOVERNING BODY OF THE ORGANIZATION, THROUGH ITS EXECUTIVE COMMITTEE, APPROVES THE COMPENSATION FOR ITS CEO (PRESIDENT) AFTER REVIEWING COMPARABLE SALARIES FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. THE GOVERNING BODY HAS ALSO APPROVED A JOB DESCRIPTION, JOB REQUIREMENTS AND SALARY RANGES FOR THIS POSITION. RICHLAND COUNTY FOUNDATION IS A MEMBER OF PHILANTHROPY OHIO AND USES THEIR ANNUAL SALARY SURVEY ALONG WITH SURVEY INFORMATION MADE AVAILABE BY COUNCIL ON FOUNDATIONS AS A COMPARISON FOR OTHER COMMUNITY FOUNDATIONS OF A SIMILAR SIZE WITH ADJUSTMENTS BY GEOGRAPHIC REGION. COMPENSATION OF OTHER LOCAL NON-PROFIT CEO'S IS ALSO CONSIDERED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SIMILAR CRITERIA, AS DESCRIBED WERE USED TO ESTABLISH APPROPRIATE COMPENSATION RANGES FOR ITS DIRECTOR OF FINANCE. THE SPECIFIC SALARY FOR THIS POSITION, WITHIN THE APPROVED SALARY RANGE AND APPROVED SALARY BUDGET FOR ALL EMPLOYEES, IS DETERMINED BY THE ORGANIZATION'S PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PREPARES AND WIDELY DISTRIBUTES AN ANNUAL REPORT THAT INCLUDES INFORMATION ON THE OPERATION OF THE ORGANIZATION. THIS ANNUAL REPORT INCLUDES YEAR END FINANCIAL STATEMENTS. THE ANNUAL REPORT IS MAILED TO THE COMMUNITY AT LARGE, MAY BE PRESENTED AT THE ORGANIZATIONS ANNUAL MEETING OF MEMBERS AND MADE AVAILABE ON THE ORGANIZATION'S WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND COMPLETE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE AUDITED FINANCIAL STATEMENTS ARE FOUND ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN GIFT ANNUITY VALUE 7,194 |