ASHLAND COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ASHLAND COUNTY COMMUNITY FOUNDATION (EIN 34-1812908)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349308848
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-05-15T14:17:36-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202126956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IRWIN FINANCIAL ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12025 CLAREMONT AVEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341812908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COUNTY COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASHLBusinessNameControlTxt
Phone4192814733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CUTRIGHTPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4192814733PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES MPersonFirstNm
Person LastCUTRIGHTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN W IRWIN CPAPreparerPersonNm
PTINP00337085PTIN
Phone4192812811PhoneNum
Preparation2023-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES M CUTRIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,173,314GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASHLANDFORGOOD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,814,422PYContributionsGrantsAmt
CY Contributions Grants$5,951,061CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,333,659PYInvestmentIncomeAmt
CY Investment Income$3,168,503CYInvestmentIncomeAmt
PY Other Revenue$102,062PYOtherRevenueAmt
CY Other Revenue$53,750CYOtherRevenueAmt
PY Total Revenue$7,250,143PYTotalRevenueAmt
CY Total Revenue$9,173,314CYTotalRevenueAmt
PY Grants And Similar Paid$1,954,439PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,219,299CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$385,451PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$404,705CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$58,129CYTotalFundraisingExpenseAmt
PY Other Expenses$289,862PYOtherExpensesAmt
CY Other Expenses$309,048CYOtherExpensesAmt
PY Total Expenses$2,629,752PYTotalExpensesAmt
CY Total Expenses$2,933,052CYTotalExpensesAmt
PY Revenues Less Expenses$4,620,391PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,240,262CYRevenuesLessExpensesAmt
Total Assets BOY$83,871,142TotalAssetsBOYAmt
Total Assets EOY$73,879,733TotalAssetsEOYAmt
Total Liabilities BOY$19,870,452TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,736,489TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,000,690NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,143,244NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,219,299ExpenseAmt
Grant$2,219,299GrantAmt
DescTHE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE A MEANS FOR PEOPLE TO MAKE GIFTS OF ASSETS TO ENHANCE THE QUALITY OF LIFE IN ASHLAND COUNTY, BOTH TODAY AND IN THE FUTURE.Desc
Total Program Service Expenses$2,219,299TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COUNTY COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4192814733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVENUEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAMES M CUTRIGHT
PRESIDENT/CE45.00Yes (X)$142,784$0$0
KRISTIN ASPIN
CHIEF PROGRM30.00Yes (X)$71,315$0$0
BRITTANEY REEP
CHIEF FINAN22.50Yes (X)$51,414$0$0
ANNE K COWEN
VICE CHAIR0.50Yes (X)$0$0$0Yes (X)
KATHLEEN M DAVIS
TRUSTEE0.50$0$0$0Yes (X)
DR LUCILLE G FORD
PRESIDENT EM0.50Yes (X)$0$0$0Yes (X)
BRIAN R HINKLE
TREASURER0.50Yes (X)$0$0$0Yes (X)
CHARLES A HOLDREN
CHAIRMAN0.50Yes (X)$0$0$0Yes (X)
KRISTI KIRTLAND
TRUSTEE0.50$0$0$0Yes (X)
CONNIE J MARBLE
TRUSTEE0.50$0$0$0Yes (X)
DWIGHT MCELFRESH
TRUSTEE0.50$0$0$0Yes (X)
MARCY J MYERS
SECRETARY0.50Yes (X)$0$0$0Yes (X)
DONALD G STUMP PHD
TRUSTEE0.50$0$0$0Yes (X)
PEGGY L YODER
PAST CHAIR0.50Yes (X)$0$0$0Yes (X)
THOMAS G ZUPAN
TRUSTEE0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$265,513TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,951,061AllOtherContributionsAmt
Noncash Contributions$664,415NoncashContributionsAmt
Total Contributions$5,951,061TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,168,503TotalRevenueColumnAmt
Exclusion$3,168,503ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FOUNDATION ADMIN FEE561000$52,916$52,916
OTHER INCOME561000$834$834
FieldValueIRS element (for citing)
Other Revenue Total$53,750OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,173,314TotalRevenueColumnAmt
Related Or Exempt Func Income$53,750RelatedOrExemptFuncIncomeAmt
Exclusion$3,168,503ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,889,716TotalAmt
Program Services$1,889,716ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$329,583TotalAmt
Program Services$329,583ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$265,513TotalAmt
Management And General$233,651ManagementAndGeneralAmt
Fundraising$31,862FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$89,843TotalAmt
Management And General$79,062ManagementAndGeneralAmt
Fundraising$10,781FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,970TotalAmt
Management And General$20,970ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,379TotalAmt
Management And General$24,974ManagementAndGeneralAmt
Fundraising$3,405FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,342TotalAmt
Management And General$18,342ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$96,657TotalAmt
Management And General$96,657ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,065TotalAmt
Management And General$4,065ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,838TotalAmt
Management And General$5,919ManagementAndGeneralAmt
Fundraising$5,919FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,210TotalAmt
Management And General$34,210ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,435TotalAmt
Management And General$23,435ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,025TotalAmt
Management And General$1,025ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,715TotalAmt
Management And General$26,715ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,064TotalAmt
Management And General$8,064ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$55,284$55,284
HOSPITALITY$12,325$6,163$6,162
CONTRACT SERVICES$8,061$8,061
OTHER EXPENSE$7,228$7,228

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,799TotalAmt
Management And General$1,799ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,933,052TotalAmt
Program Services$2,219,299ProgramServicesAmt
Management And General$655,624ManagementAndGeneralAmt
Fundraising$58,129FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,566,693BOYAmt
EOY$2,083,601EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$177,753BOYAmt
EOY$183,780EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,174BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$876,208LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$301,593LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$534,054BOYAmt
EOY$574,615EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,570,668BOYAmt
EOY$71,003,566EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,800BOYAmt
EOY$34,171EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,871,142BOYAmt
EOY$73,879,733EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$55,862BOYAmt
EOY$53,380EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,592,344BOYAmt
EOY$1,122,307EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,222,246BOYAmt
EOY$15,560,802EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,870,452BOYAmt
EOY$16,736,489EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,000,690BOYAmt
EOY$57,143,244EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,000,690BOYAmt
EOY$57,143,244EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,871,142BOYAmt
EOY$73,879,733EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,240,262ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,082,255NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$15,453PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,687,751CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,593,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,874,155CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,798,966CurrentTaxYearMinus1YearAmt
Current Tax Year$5,951,061CurrentTaxYearAmt
Total$21,905,081TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,687,751CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,593,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,874,155CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,798,966CurrentTaxYearMinus1YearAmt
Current Tax Year$5,951,061CurrentTaxYearAmt
Total$21,905,081TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$935,299SubstantialContributorsTotAmt
Public Support Total170$20,969,782PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,076,602CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,694,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,699,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,333,659CurrentTaxYearMinus1YearAmt
Current Tax Year$3,168,503CurrentTaxYearAmt
Total$10,973,188TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,416CurrentTaxYearMinus1YearAmt
Total$149,745TotalAmt
FieldValueIRS element (for citing)
Total Support$33,028,014TotalSupportAmt
Gross Receipts Rltd Activities$261,573GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63490PublicSupportCY170Pct
Public Support PY1700.52820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFOUNDATION ADMIN. FEE & OTHER INCOME 149,745ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held58DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,278,194DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$822,325DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,806,420DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,107,827BeginningYearBalanceAmt
Contributions$3,871,152ContributionsAmt
Investment Earnings Or Losses-$7,938,858InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,232,605GrantsOrScholarshipsAmt
Other Expenditures$516,026OtherExpendituresAmt
End Year Balance$44,291,490EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,735,480BeginningYearBalanceAmt
Contributions$2,609,813ContributionsAmt
Investment Earnings Or Losses$12,666,905InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,457,454GrantsOrScholarshipsAmt
Other Expenditures$446,917OtherExpendituresAmt
End Year Balance$50,107,827EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,533,862BeginningYearBalanceAmt
Contributions$1,721,694ContributionsAmt
Investment Earnings Or Losses$1,509,506InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,076,349GrantsOrScholarshipsAmt
Other Expenditures$354,676OtherExpendituresAmt
End Year Balance$36,735,480EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,056,249BeginningYearBalanceAmt
Contributions$4,995,589ContributionsAmt
Investment Earnings Or Losses$1,649,895InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,018,190GrantsOrScholarshipsAmt
Other Expenditures$262,979OtherExpendituresAmt
End Year Balance$37,533,862EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,605,369BeginningYearBalanceAmt
Contributions$3,267,797ContributionsAmt
Investment Earnings Or Losses$2,627,531InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,185,392GrantsOrScholarshipsAmt
Other Expenditures$259,056OtherExpendituresAmt
End Year Balance$34,056,249EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$106,869OtherCostOrOtherBasisAmt
Book Value$106,869BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$699,632OtherCostOrOtherBasisAmt
Depreciation$211,065DepreciationAmt
Book Value$488,567BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,707OtherCostOrOtherBasisAmt
Depreciation$22,266DepreciationAmt
Book Value$47,441BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Depreciation$68,262DepreciationAmt
Book Value-$68,262BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$574,615TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE OTHER AGENCIES$15,502,341
CHARITABLE GIFT ANNUITY$58,461
FieldValueIRS element (for citing)
Total Liability$15,560,802TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. ACCORDINGLY, THERE ARE NO UNRECOGNIZED BENEFITS OR APPLICABLE INTEREST AND PENALTIES THAT SHOULD BE RECORDED. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS ENDING PRIOR TO JUNE 30, 2019.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (37 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2USAddress/AddressLine2Txt
ASHLAND CITY SCHOOLS
1407 CLAREMONT AVENUEASHLANDOH44805346000118GOV$28,451TEACHER GRANTS, ANNU
ASHLAND COUNTY PARK DISTRICT
1763 ST RT 60ASHLANDOH44805346000122GOV$26,073ANNUAL DISTRIBUTION
CITY OF ASHLAND
206 CLAREMONT AVEASHLANDOH44805346000120GOV$25,591ANNUAL DISTRIBUTION
MAPLETON LOCAL SCHOOLS
635 COUNTRY ROAD 801ASHLANDOH44805346004568GOV$51,812ANNUAL DISTRIBUTION
ASHLAND CHRISTIAN HEALTH CENTER
380 E FOURTH STREETASHLANDOH44805421595274501C3$110,708COMMUNITY GRANT
ASHLAND COUNTY AGRICULTURAL SOCIETY
2042 CLAREMONT AVEASHLANDOH44805340791444501C3$10,000COMMUNITY GRANT
ASHLAND FAMILY YMCA
207 MILLER STREETASHLANDOH44805340714793501C3$179,766ANNUAL DISTRIBUTION
ASHLAND PARENTING PLUS
1763 ST RTE 60ASHLANDOH44805341499271501C3$10,000COMMUNITY GRANTS
ASHLAND PREGNANCY CARE CENTER
119 SLOAN AVEASHLANDOH44805341528045501C3$5,980COMMUNITY GRANT
ASHLAND SCHINE'S THEATRE
PO BOX 1261ASHLANDOH44805473613490501C3$215,000DONOR ADVISEDORGANIZATION
ASHLAND SYMPHONY ORCHESTRA
401 COLLEGE AVEASHLANDOH44805341238989501C3$12,234ANNUAL DISTRIBUTION
ASHLAND UNIVERSITY
401 COLLEGE AVEASHLANDOH44805340714626501C3$142,319ANNUAL DISTRIBUTION
ASSOCIATED CHARITIES
240 CLEVELAND AVEASHLANDOH44805340718361501C3$28,559ANNUAL DISTRIBUTION
BRETHREN CARE VILLAGE
2000 CENTER STASHLANDOH44805341095056501C3$9,679ANNUAL DISTRIBUTION
FIRST CHRISTIAN CHURCH
1425 KING ROADASHLANDOH44805346003248501C3$5,153ANNUAL DISTRIBUTION
FIRST CHRISTIAN CHURCH OF CANTON
6900 MARKET AVE NCANTONOH44721340720553501C3$5,278ANNUAL DISTRIBUTION
FIRST PRESBYTERIAN CHURCH
320 CHURCH STASHLANDOH44805340796435501C3$26,239ANNUAL DISTRIBUTION
FIRST UNITED METHODIST CHURCH
220 SANDUSKY STASHLANDOH44805340845261501C3$22,774COMMUNITY GRANT
FOSTERING FAMILY MINISTRIES
575 STATE ROUTE 250 NSAVANNAHOH44874812690365501C3$15,500COMMUNITY GRANT
FOSTERING OUR GRADUATES
332 SOUTH COUNTRYSIDE DRIVEASHLANDOH44805870877168501C3$8,500COMMUNITY GRANT
GRACE BRETHREN CHURCH
1144 W MAIN STREETASHLANDOH44805341123612501C3$6,544ANNUAL DISTRIBUTION
HOSPICE OF NORTH CENTRAL OHIO
1021 DAUCH DRIVEASHLANDOH44805341491502501C3$13,315COMMUNITY GRANT
LOUDONVILLE CHURCH WOMEN INC
620 WALES AVELOUDONVILLEOH44842814904043501C3$11,500COMMUNITY GRANT
LOUDONVILLE PERRYSVILLE EXEMPTED
210 E MAIN STLOUDONVILLEOH44842346001718501C3$19,038ANNUAL DISTRIBUTIONVILLAGE SCHOOLS
LOUDONVILLE THEATRE&ARTS COMMITTEE
PO BOX 241LOUDONVILLEOH44842300104410501C3$20,000COMMUNITY GRANT
LOUDONVILLE-MOHICAN CHAMBER
131 W MAIN STLOUDONVILLEOH44842611495262501C3$5,145ANNUAL DISTRIBUTION
PATHFINDER FARMS
846 CO ROAD 30AASHLANDOH44805810703235501C3$7,452DONOR ADVISED
ROTARY INTERNATIONAL ASHLAND
P O BOX 630ASHLANDOH44805341375016501C3$10,000COMMUNITY GRANT
SAVANNAH LIONS CLUB
1394 COUNTY ROAD 1008ASHLANDOH44805237028997501C3$12,315COMMUNITY GRANT
ST EDWARD PARISH
433 COTTAGE STREETASHLANDOH44805340782260501C3$20,073ANNUAL DISTRIBUTIONS
SUPPORTERS OF ASHLAND CO PARK DIST
1763 ST RT 60ASHLANDOH44805421574328501C3$27,160ANNUAL DISTRIBUTION
THE AMERICAN RED CROSS CHAPTER OF
408 9TH ST SWCANTONOH44707530196605501C3$13,605ANNUAL DISTRIBUTIONSHEARTLAND STARK MUSKINGUM LAKESUNIT 9
THE CAT HOUSE FEILINE SANCTUARY INC
1130 E MAIN STREETASHLANDOH44805205612621501C3$15,085DONOR ADVISEDSUITE 136
THE SALVATION ARMY
527 E LIBERTY STREETASHLANDOH44805135562351501C3$127,096ANNUAL DISTRIBUTION
TRINITY LUTHERAN CHURCH
508 CENTER STREETASHLANDOH44805340742709501C3$11,307ANNUAL DISTRIBUTION
UNITED WAY OF ASHLAND COUNTY
32 SOUTH STREETASHLANDOH44805346004364501C3$34,921ANNUAL DISTRIBUTION
UNITED CHURCH RESIDENCES OF AS
1715 RICHARD DRIVEASHLANDOH44805311358126501C3$5,470COVID RELIEF
FieldValueIRS element (for citing)
Total501c3 Org183Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient231RecipientCnt
Cash Grant$329,583CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL GRANTEES ARE REQUIRED TO SUBMIT FOLLOW-UP REPORTS WHICH DETAIL USE OF GRANT DOLLARS, OUTCOMES, ETC.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$664,415NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION UTILIZES A STOCK BROKERAGE SERVICE TO PROCESS NONCASH CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS FOR REVIEW AND APPROVAL. PRIOR TO FILING, QUESTIONS AND COMMENTS OF THE MEMBERS ARE RESPONDED TO AND INCORPORATED INTO THE TAX FILING AS NECESSARY.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION PROMPTLY EVALUATES ANY IDENTIFIED EXCEPTIONS OF IT'S CONFLICT OF INTEREST POLICY. BOARD TRUSTEE MINUTES REFLECT NON-VOTING OF ANY POTENTIAL CONFLICT PERSON.
FORM 990, PAGE 6, PART VI, LINE 15AANNUAL SALARY REPORTS FROM PHILANTHROPY OHIO FOR FOUNDATIONS ARE USED. THESE REPORTS DISPLAY STUDY RESULTS OF SALARIES, ETC. BY POSITION FOR COUNTIES, REGIONS, STATES, AND MORE. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND DETERMINES ANY CHANGES AND APPROVES FOR KEY POSITION. A COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE PROGRESS OF THE ORGANIZATION AND KEY EMPLOYEES' CONTRIBUTION TOWARD GOALS ATTAINED BY THE ENTITY. THE COMMITTEE IS AWARE OF COMPENSATION TRENDS IN GENERAL AND ASHLAND COUNTY IN PARTICULAR. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE APPROVES EACH KEY EMPLOYEE'S COMPENSATION FOR THE COMING YEAR AFTER APPROPRIATE REVIEW AND DELIBERATION.
FORM 990, PAGE 6, PART VI, LINE 15BANNUAL SALARY REPORTS FROM PHILANTHROPY OHIO FOR FOUNDATIONS ARE USED. THESE REPORTS DISPLAY STUDY RESULTS OF SALARIES, ETC. BY POSITION FOR COUNTIES, REGIONS, STATES, AND MORE. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND DETERMINES ANY CHANGES AND APPROVES FOR KEY POSITION. A COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE PROGRESS OF THE ORGANIZATION AND KEY EMPLOYEES' CONTRIBUTION TOWARD GOALS ATTAINED BY THE ENTITY. THE COMMITTEE IS AWARE OF COMPENSATION TRENDS IN GENERAL AND ASHLAND COUNTY IN PARTICULAR. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE APPROVES EACH KEY EMPLOYEE'S COMPENSATION FOR THE COMING YEAR AFTER APPROPRIATE REVIEW AND DELIBERATION.
FORM 990, PAGE 6, PART VI, LINE 19INFORMATION PROVIDED UPON REQUEST

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