THE COMMUNITY FOUNDATION OF SHELBY COUNTY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMUNITY FOUNDATION OF SHELBY COUNTY (EIN 34-6565194)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349308377
- Schema version
- 2022v5.0
- 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 | 2023-11-13T15:41:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341205613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRATE DELAET & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453650339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | SHELBY COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9374977800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVENUE SUITE 202 | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIAN F SPICER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9374977800 | PhoneNum |
| Signature | 2023-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIAN F | PersonFirstNm |
| Person Last | SPICER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | SCOTT J STEINEMAN | PreparerPersonNm |
| PTIN | P01795451 | PTIN |
| Phone | 9374923161 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SHELBY COUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL LOCHARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1191 ST CLAIR DR | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45365 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,342,479 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMFOUN.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE DONOR GENEROSITY AND TRANSFORM IT INTO MEANINGFUL, LASTING IMPACT THROUGH CHARITABLE GIFTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,629,215 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,706,514 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,178,054 | PYInvestmentIncomeAmt |
| CY Investment Income | $942,681 | CYInvestmentIncomeAmt |
| PY Other Revenue | $635,372 | PYOtherRevenueAmt |
| CY Other Revenue | $696,173 | CYOtherRevenueAmt |
| PY Total Revenue | $18,442,641 | PYTotalRevenueAmt |
| CY Total Revenue | $9,345,368 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,202,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,508,558 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $316,481 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $305,615 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $86,386 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $775,712 | PYOtherExpensesAmt |
| CY Other Expenses | $807,788 | CYOtherExpensesAmt |
| PY Total Expenses | $5,294,811 | PYTotalExpensesAmt |
| CY Total Expenses | $4,621,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,147,830 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,723,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,474,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,439,907 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,558,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,271,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,915,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,168,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE DONOR GENEROSITY AND TRANSFORM IT INTO MEANINGFUL, LASTING IMPACT THROUGH CHARITABLE GIFTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,606,201 | ExpenseAmt |
| Grant | $2,339,559 | GrantAmt |
| Desc | SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,050,806 | ExpenseAmt |
| Grant | $784,164 | GrantAmt |
| Desc | SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $651,477 | ExpenseAmt |
| Grant | $384,835 | GrantAmt |
| Desc | SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,308,484 | 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 | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 | MARIAN SPICER | PersonNm |
| Phone | 9374977800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COURTVIEW CENTER SUITE 202 | AddressLine1Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45365 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| KURT BARHORST | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| DEVON BEER | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS BORCHERS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| DR KAREN FORTMAN | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CYNTHIA HELMAN | |||||
| CHAIR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL LOCHARD | |||||
| VICE-CHAIR | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID MONNIER | |||||
| TREASURER | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DIANE REISS | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| LISA RUHENKAMP | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| THE HONORABLE NORMAN SMITH | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| AMY ZORN | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $7,706,514 | AllOtherContributionsAmt |
| Noncash Contributions | $1,758,184 | NoncashContributionsAmt |
| Total Contributions | $7,706,514 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $748,492 | TotalRevenueColumnAmt |
| Exclusion | $748,492 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,999,783 | SecuritiesAmt |
| Other | $191,517 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,997,111 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,672 | SecuritiesAmt |
| Other | $191,517 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,517 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,672 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FUND FEE REVENUE | $622,628 | $622,628 |
| CF PARTNERS | $73,545 | $73,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $696,173 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,345,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $887,690 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $751,164 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,223,212 | TotalAmt |
| Program Services | $3,223,212 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,346 | TotalAmt |
| Program Services | $285,346 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,788 | TotalAmt |
| Program Services | $36,560 | ProgramServicesAmt |
| Management And General | $37,668 | ManagementAndGeneralAmt |
| Fundraising | $36,560 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,867 | TotalAmt |
| Program Services | $39,325 | ProgramServicesAmt |
| Management And General | $77,891 | ManagementAndGeneralAmt |
| Fundraising | $33,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,943 | TotalAmt |
| Program Services | $6,759 | ProgramServicesAmt |
| Management And General | $10,938 | ManagementAndGeneralAmt |
| Fundraising | $6,246 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,017 | TotalAmt |
| Program Services | $5,806 | ProgramServicesAmt |
| Management And General | $8,840 | ManagementAndGeneralAmt |
| Fundraising | $5,371 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863 | TotalAmt |
| Program Services | $863 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,225 | TotalAmt |
| Management And General | $19,225 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,942 | TotalAmt |
| Program Services | $57,942 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,409 | TotalAmt |
| Program Services | $7,409 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,923 | TotalAmt |
| Program Services | $4,474 | ProgramServicesAmt |
| Management And General | $3,449 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,952 | TotalAmt |
| Program Services | $3,137 | ProgramServicesAmt |
| Management And General | $47,525 | ManagementAndGeneralAmt |
| Fundraising | $3,290 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845 | TotalAmt |
| Management And General | $845 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,072 | TotalAmt |
| Program Services | $2,536 | ProgramServicesAmt |
| Management And General | $1,268 | ManagementAndGeneralAmt |
| Fundraising | $1,268 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,455 | TotalAmt |
| Management And General | $12,455 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUND FEES | $622,628 | $622,628 | |
| INVESTMENT MANAGEMENT FEE | $12,487 | $12,487 | |
| MISC. EXPENSES | $4,826 | $4,826 | |
| DUES & SUBSCRIPTIONS | $1,686 | $1,686 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,621,961 | TotalAmt |
| Program Services | $4,308,484 | ProgramServicesAmt |
| Management And General | $227,091 | ManagementAndGeneralAmt |
| Fundraising | $86,386 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,972 | BOYAmt |
| EOY | $13,647 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,948,740 | BOYAmt |
| EOY | $5,953,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,867 | BOYAmt |
| EOY | $2,042,019 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $146,939 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,570 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,313 | BOYAmt |
| EOY | $55,369 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,306,878 | BOYAmt |
| EOY | $41,375,505 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,474,036 | BOYAmt |
| EOY | $49,439,907 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,799 | BOYAmt |
| EOY | $20,065 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,042 | BOYAmt |
| EOY | $589,904 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,193,338 | BOYAmt |
| EOY | $14,661,381 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,558,179 | BOYAmt |
| EOY | $15,271,350 | 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 | $39,915,857 | BOYAmt |
| EOY | $34,168,557 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,915,857 | BOYAmt |
| EOY | $34,168,557 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,474,036 | BOYAmt |
| EOY | $49,439,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,723,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,470,707 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $2,853,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,913,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,973,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,629,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,706,514 | CurrentTaxYearAmt |
| Total | $28,075,567 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,853,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,913,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,973,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,629,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,706,514 | CurrentTaxYearAmt |
| Total | $28,075,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $28,075,567 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $754,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $786,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $748,492 | CurrentTaxYearAmt |
| Total | $3,736,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,812,559 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,702,899 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 98 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 122 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,621,817 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $151,156 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,102,746 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $953,380 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $20,463,441 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $18,358,673 | 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 | $32,635,791 | BeginningYearBalanceAmt |
| Contributions | $4,109,309 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,516,637 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,144,374 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,084,089 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,156,178 | BeginningYearBalanceAmt |
| Contributions | $8,992,130 | ContributionsAmt |
| Grants Or Scholarships | -$1,512,517 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,635,791 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,227,641 | BeginningYearBalanceAmt |
| Contributions | $344,197 | ContributionsAmt |
| Investment Earnings Or Losses | $2,235,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,297,468 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$1,354,074 | AdministrativeExpensesAmt |
| End Year Balance | $25,156,178 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,254,193 | BeginningYearBalanceAmt |
| Contributions | $2,241,831 | ContributionsAmt |
| Investment Earnings Or Losses | $3,620,824 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,889,207 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,227,641 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,438,032 | BeginningYearBalanceAmt |
| Contributions | $1,527,738 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,552,629 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,158,948 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,254,193 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49610 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,570 | DepreciationAmt |
| Book Value | $55,369 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,369 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD IN TRUST | Desc |
| Amt | $14,661,381 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,661,381 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGAPE DISTRIBUTIONS | |||||||||
| PO BOX 808 | SIDNEY | OH | 45365 | 300224502 | 3 | $57,466 | FOOD PROGRAM | ||
| ALPHA COMMUNITY CENTER | |||||||||
| 330 E COURT ST | SIDNEY | OH | 45365 | 311131824 | 3 | $68,619 | PROGRAM SUPPORT | ||
| ANNA CIVIC ASSOCIATION INC | |||||||||
| 100 S MAIN AVE STE 300 | SIDNEY | OH | 45365 | 3 | $94,621 | GENERAL SUPPORT | |||
| ANNA LOCAL SCHOOLS | |||||||||
| 1 MCRILL WAY | ANNA | OH | 45302 | 346400050 | 3 | $5,225 | GENERAL SUPPORT | ||
| ANNA RESCUE SQUAD | |||||||||
| 203 S LINDEN ST | ANNA | OH | 45302 | 237383382 | 3 | $8,554 | MEDICAL EQUIPMENT | ||
| BIG BROTHERS BIG SISTERS | |||||||||
| PO BOX 885 | SIDNEY | OH | 45365 | 341262676 | 3 | $26,333 | PROGRAM SUPPORT | ||
| BOTKINS ATHLETIC BOOSTERS | |||||||||
| 208 N SYCAMORE ST PO BOX 550 | BOTKINS | OH | 45306 | 141953650 | 3 | $5,533 | ATHLETIC SUPPORT | ||
| BOTKINS EDUCATION FOUNDATION | |||||||||
| PO BOX 347 | BOTKINS | OH | 45306 | 811833966 | 3 | $11,140 | GENERAL SUPPORT | ||
| BOTKINS FIRE DEPARTMENT | |||||||||
| PO BOX 537 | BOTKINS | OH | 45306 | 346407906 | 3 | $9,857 | EMERGENCY SERVICES | ||
| BOTKINS JOINT RECREATION BOARD | |||||||||
| PO BOX 293 | BOTKINS | OH | 45306 | 320055250 | 3 | $19,067 | GENERAL SUPPORT | ||
| BRIGID'S PATH INC | |||||||||
| 3601 S DIXIE DR | KETTERING | OH | 45439 | 471200761 | 3 | $15,000 | GENERAL SUPPORT | ||
| COMPASSIONATE CARE-SHELBY CO | |||||||||
| 124 N OHIO AVE | SIDNEY | OH | 45365 | 208479583 | 3 | $68,595 | MEDICAL SUPPORT | ||
| ELEVEN FIFTY SEVEN | |||||||||
| $13,759 | |||||||||
| ELIZABETH'S NEW LIFE CENTER | |||||||||
| 359 FORREST AVENUE | DAYTON | OH | 45405 | 311381901 | 3 | $24,650 | PROGRAM SUPPORT | ||
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 202 N MIAMI AVE | SIDNEY | OH | 45365 | 344429861 | 3 | $11,720 | RELIGIOUS DEVELOPMEN | ||
| FIRST UNITED METHODIST FOUND OF SID | |||||||||
| 230 E POPLAR ST | SIDNEY | OH | 45365 | 344437205 | 3 | $17,090 | RELEASE OF ASSETS | ||
| GATEWAY ARTS COUNCIL | |||||||||
| PO BOX 14 | SIDNEY | OH | 45365 | 341587606 | 3 | $16,620 | SUPPORT OF THE ARTS | ||
| GRANTS UNDER 2500 | |||||||||
| $10,682 | |||||||||
| HABITAT FOR HUMANITY OF MIAMI & SHE | |||||||||
| PO BOX 6439 | AMERICUS | GA | 31709 | 311352522 | 3 | $14,060 | GENERAL SUPPORT | ||
| HOLY ANGELS CATHOLIC CHURCH | |||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344459601 | 3 | $46,200 | GENERAL SUPPORT | ||
| HOLY ANGELS SCHOOL | |||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344455961 | 3 | $5,950 | EDUCATIONAL SUPPORT | ||
| LEHMAN HIGH SCHOOL | |||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 341055864 | 3 | $91,085 | EQUIPMENT AND EDUCAT | ||
| MERCY MISSION HOUSE EMERGENCY | |||||||||
| 950 CHILDRENS HOME RD | SIDNEY | OH | 45365 | $165,093 | |||||
| MORGANS PLACE CEMETARY INC | |||||||||
| 1254 SR 589 | SIDNEY | OH | 45365 | 834112553 | 3 | $19,000 | GENERAL SUPPORT | ||
| NEW CHOICES | |||||||||
| PO BOX 4182 | SIDNEY | OH | 45365 | 311105935 | 3 | $43,965 | GENERAL SUPPORT | ||
| OHIO ALLIANCE OF YMCAS | |||||||||
| 6956 E BROAD ST STE 243 | COLUMBUS | OH | 43213 | 263456264 | 4 | $62,720 | GENERAL SUPPORT | ||
| OPERATION REBIRTH | |||||||||
| 1638 APPLE RD | ST PARIS | OH | 43072 | 310918694 | 3 | $49,422 | GENERAL SUPPORT | ||
| PETER'S PENSE RELIGIOUS LIBRARY | |||||||||
| 209 N OHIO AVE | SIDNEY | OH | 45365 | 341618834 | 3 | $6,650 | RELIGIOUS EDUCATION | ||
| PHI DELTA THETA FOUNDATION | |||||||||
| 2 S CAMPUS AVE | OXFORD | OH | 45056 | 346539803 | 3 | $31,000 | GENERAL SUPPORT | ||
| RAISE THE ROOF FOR ARTS | |||||||||
| PO BOX 484 | SIDNEY | OH | 45365 | 264471913 | 3 | $128,570 | RELEASE OF ASSETS | ||
| RUSSIA WELLNESS FOUNDATION | |||||||||
| PO BOX 314 | RUSSIA | OH | 45353 | 770693226 | 3 | $9,649 | RELEASE OF FUNDS | ||
| RUSTIC HOPE | |||||||||
| 3350 SIMON RD | RUSSIA | OH | 45363 | 463645897 | 3 | $79,529 | GENERAL SUPPORT | ||
| S & H PRODUCTS | |||||||||
| 435 STOLLE AVE | SIDNEY | OH | 45365 | 341225811 | 3 | $24,544 | PROGRAM SUPPORT | ||
| SACRED HEART OF JESUS CHURCH | |||||||||
| 9333 ST RT 119 W | ANNA | OH | 45302 | 341189229 | 3 | $13,000 | RELIGIOUS DEVELOPMEN | ||
| SAMARITAN WORKS INC | |||||||||
| 315 E COURT ST UNIT 1 | SIDNEY | OH | 45365 | 200771376 | 3 | $23,990 | GENERAL SUPPORT | ||
| SENIOR CENTER OF SIDNEY-SHELBY COUN | |||||||||
| 304 S WEST AVE | SIDNEY | OH | 45365 | 341845676 | 3 | $71,111 | GENERAL OPERATIONS | ||
| SHELBY CO ANIMAL RESCUE FOUNDATION | |||||||||
| 1100 CLEM RD | SIDNEY | OH | 45365 | 460600682 | 3 | $44,425 | RELEASE OF ASSETS | ||
| SHELBY COUNTY ARC | |||||||||
| 1200 CHILDRENS HOME RD | SIDNEY | OH | 45365 | 346408693 | 3 | $17,829 | GENERAL SUPPORT | ||
| SHELBY COUNTY CASAGAL | |||||||||
| PO BOX 4187 | SIDNEY | OH | 45365 | 331190726 | 3 | $10,500 | GENERAL SUPPORT | ||
| SHELBY COUNTY HISTORICAL SOCIETY | |||||||||
| 201 N MAIN AVENUE | SIDNEY | OH | 45365 | 341317780 | 3 | $152,650 | HISTORY PROGRAMS | ||
| SHELBY COUNTY LIBRARIES | |||||||||
| 230 E NORTH ST | SIDNEY | OH | 45365 | 346401347 | 3 | $34,005 | BUILDING FUNDS | ||
| SHELBY COUNTY UNITED WAY | |||||||||
| 121 E NORTH STREET | SIDNEY | OH | 45365 | 344473288 | 3 | $58,070 | COMUNITY SUPPORT | PO BOX 751 | |
| SIDNEY ALIVE | |||||||||
| 109 S OHIO AVE | SIDNEY | OH | 45365 | 811821507 | 3 | $430,857 | GENERAL SUPPORT | ||
| SIDNEY-SHELBY CO YMCA | |||||||||
| 300 PARKWOOD DRIVE | SIDNEY | OH | 45365 | 341631890 | 3 | $342,280 | GENERAL SUPPORT | ||
| ST HENRY CATHOLIC CHURCH | |||||||||
| $7,400 | |||||||||
| ST REMY CHURCH | |||||||||
| 108 W MAIN STREET | RUSSIA | OH | 45363 | 344428246 | 3 | $25,400 | RELIGIOUS DEVELOPMEN | ||
| THE CITY OF SIDNEY | |||||||||
| 201 W POPLAR STREET | SIDNEY | OH | 45365 | 346401348 | $48,360 | COMMUNITY DEVELOPMEN | |||
| THE OHIO STATE UNIVERSITY FOUNDATIO | |||||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | 311145986 | 3 | $5,500 | GENERAL SUPPORT | ||
| UNIVERSITY OF DAYTON | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 454691236 | 310536715 | 3 | $10,000 | GENERAL SUPPORT | ||
| VILLAGE OF BOTKINS | |||||||||
| 201 S MILL ST | BOTKINS | OH | 45306 | 346407906 | GOV | $9,427 | GENERAL SUPPORT | PO BOX 190 | |
| VILLAGE OF DEGRAFF OHIO | |||||||||
| 107 S MAIN ST | DEGRAFF | OH | 43318 | 341159380 | GOV | $7,568 | PUBLIC SUPPORT | BOARD OF PUBLIC AFFAIRS OFFICE | |
| VILLAGE OF RUSSIA | |||||||||
| 232 W MAIN ST | RUSSIA | OH | 45363 | 341204761 | GOV | $31,082 | COMMUNITY DEVELOPMEN | PO BOX 305 | |
| VINYARD CHRISTIAN FELLOWSHIP CHURCH | |||||||||
| 624 TWP RD 55 | BELLEFONTAINE | OH | 43311 | 341286004 | 3 | $31,014 | RELIGIOUS DEVELOPMEN | ||
| VIRGINIA EPISCOPAL SCHOOL | |||||||||
| 400 VES RD | LYNCHBURG | VA | 24503 | 540506431 | 3 | $101,500 | GENERAL SUPPORT | ||
| BOTKINS FRIENDS OF THE LIBRARY | |||||||||
| PO BOX 524 | BOTKINS | OH | 45306 | 3 | $6,092 | GENERAL SUPPORT | |||
| FORT LOARMIE EDUCATION FOUNDATION | |||||||||
| PO BOX 118 | FORT LOARMIE | OH | 45845 | 3 | $23,555 | GENERAL SUPPORT | |||
| GAMETIME | |||||||||
| 3 | $8,480 | GENERAL SUPPORT | |||||||
| KETTLERSVILLE VAN BUREN TWP FIRE DE | |||||||||
| 8833 NORTH | KETTLERSVILLE | OH | 45306 | 3 | $12,000 | GENERAL SUPPORT | |||
| SANIBEL COMMUNITY CHURCH | |||||||||
| 3 | $10,000 | ||||||||
| SIDNEY-SHELBY ECONOMIC PARTNERSHIP | |||||||||
| 3 | $10,000 | GENERAL SUPPORT | |||||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 173 | RecipientCnt |
| Cash Grant | $285,346 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 104 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,697,926 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,258 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION |
| FORM 990, PAGE 6, PART VI, LINE 11B | RETURN IS GIVEN TO THE EXECUTIVE DIRECTOR FOR REVIEW. THE BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE EMPLOYEES AND BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST FORM AND SUBMIT TO THE ORGANIZATION AND THE FORMS ARE REVIEWED AND CONFLICTS ARE NOTED. BEFORE VOTES ON DISCRETIONARY GRANTS THE MEMBERS ARE REMINDED THAT IF THERE IS A CONFLICT OF INTEREST THEY ARE TO ABSTAIN FROM VOTING. THE ABSTENTIONS ARE NOTED IN THE MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | BOOK / TAX DEPRECIATION DIFFERENCE -1 1 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|
| CFSC II LTD | |||||
| 100 S MAIN AVE SUITE 202 | SIDNEY | OH | 45365 | OH | N/A |
| CFSC 1 LTD | |||||
| 100 S MAIN AVE SUITE 2020 | SIDNEY | OH | 45365 | OH | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD & EVELYN BENSMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DONALD & EVELYN BENSMAN FOUNDATION | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVE | AddressLine1Txt |
| Address Line2 | 100 S MAIN AVE | AddressLine2Txt |
| City | SIDNEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45365 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341936694 | EIN |
| Primary Activities | GRANTS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DONALD & EVELYN BENSMAN FOUNDATION | ||
| Q | $21,312 | CASH |
| DONALD & EVELYN BENSMAN FOUNDATION | ||
| C | $84,500 | CASH |
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