2022-09-06T09:17:51-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2021-01-01 341713261 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION FIND 4194251100 101 W SANDUSKY STREET 207 FINDLAY OH 45840 RICHARD BROWN CHIEF FINANCIAL OFFICER 4194251100 2022-09-01 1 RICHARD BROWN 999009999 ANDREW SMITH CPA P01518894 3096714500 2022-09-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRIAN TREECE 101 W SANDUSKY STREET 207 FINDLAY OH 45840 30482445 0 X WWW.COMMUNITY-FOUNDATION.COM X 1988 OH THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY. 11 11 12 189 47983 47905 3547661 6229090 0 0 2416987 7960901 75032 63755 6039680 14253746 3759875 3224289 0 0 1148769 1098457 0 0 708397 991014 1467128 5899658 5789874 140022 8463872 155226044 174190586 10195162 8987593 145030882 165202993 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY. 0 0 3177559 2204375 GRANTMAKING ORGANIZATION:AS A COMMUNITY FOUNDATION FOR THE ENTIRE COUNTY, THE ORGANIZATION FUNDS A WIDE RANGE OF INITIATIVES AND PROJECTS. USING THE ORGANIZATION'S UNRESTRICTED FUNDS, THE ORGANIZATION IS ABLE TO RESPOND TO PROPOSALS SUBMITTED BY ORGANIZATIONS IN THE COUNTY. THE ORGANIZATION ALSO MAKES INVESTMENTS IN LONG-TERM INITIATIVES THAT IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. A MAJORITY OF THE ORGANIZATION'S GRANTS ARE DETERMINED BY THE CHARITABLE INTERESTS OF THE ORGANIZATION'S DONORS. 213966 189630 THE FAMILY CENTER BUILDING:THE ORGANIZATION HAS A SUPPORTING ORGANIZATION THAT OPERATES A MULTI-TENANT NONPROFIT CENTER. THE BUILDING PROVIDES OFFICE AND MEETING SPACES FOR 12 NONPROFIT TENANTS AT BELOW MARKET RATES RESULTING IN LOWER ADMINISTRATIVE COSTS FOR THE TENANTS AND MORE RESOURCES TO PROVIDE SERVICES TO THEIR CLIENTS. THE ORGANIZATION HAS ASSUMED RESPONSIBILITY FOR THE MORTGAGE ON THE REAL ESTATE. 871562 830284 SYSTEMS FOCUSED GRANTMAKING:SYSTEMS FOCUSED GRANTMAKING IS A STRATEGY FOR ADDRESSING OUR COMMUNITY'S MOST CRITICAL ISSUES (WORKFORCE, HOUSING, TRANSPORTATION, HEALTH/MENTAL HEALTH, FOOD SECURITY, ETC.) WITH VARIOUS COALITIONS WORKING TOGETHER TO ENSURE THEIR EFFORTS ARE ALIGNED AND INTEGRATED FOR GREATEST IMPACT. AWARDED GRANTS FOCUS ON THE ROOT CAUSES OF ISSUES TO CREATE SUSTAINABLE POSITIVE CHANGE. 4263087 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 17 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X BRIAN TREECE 4194251100 101 W SANDUSKY STREET SUITE 207 FINDLAY OH 45840 GARY WILSON VICE CHAIR 1.00 X X 0 0 0 GINGER JONES CHAIRPERSON 2.00 X X 0 0 0 GARRY L PEIFFER TREASURER 3.00 X X 0 0 0 JOHN KOEHLER TRUSTEE 1.00 X 0 0 0 PATTY LUCAS SECRETARY 1.00 X X 0 0 0 DAVE THOMAS TRUSTEE 1.00 X 0 0 0 ED READING TRUSTEE 1.00 X 0 0 0 RICHARD KIRK TRUSTEE 1.00 X 0 0 0 CHRISTINA RODRIGUEZ TRUSTEE 1.00 X 0 0 0 DON ESSEX TRUSTEE 1.00 X 0 0 0 KELLY SHROLL TRUSTEE 1.00 X 0 0 0 BRIAN TREECE PRESIDENT 40.00 4.00 X 148976 0 14190 RICHARD BROWN CHIEF FINANCIAL OFFICER 40.00 X 139333 0 4047 288309 0 18237 2 0 1 0 FUND EVALUATION GROUP 201 EAST FIFTH STREET SUITE 1600 CINCINNATI OH 45302 INVESTMENT ADVISORY SERVICES 100157 1 6229090 684209 6229090 5674495 47983 5626512 18515105 16216486 12213 2298619 -12213 2286406 2286406 ADMINISTRATIVE FEES 541200 54502 54502 MISCELLANEOUS INCOME 900099 9253 9253 63755 14253746 63755 47983 7912918 3224289 3224289 306545 107291 76636 122618 636937 222928 159234 254775 46680 16338 11670 18672 39637 13873 9909 15855 68658 24030 17165 27463 5156 1805 1289 2062 36657 21994 14663 410629 410629 65471 22915 16368 26188 82825 82825 25976 9092 6494 10390 44429 15550 11107 17772 73100 25585 18275 29240 1271 445 318 508 3207 1122 802 1283 24336 24336 20411 7144 5103 8164 12726 7324 5402 INTERNAL GRANTS 348130 348130 MISCELLANEOUS EXPENSE 142861 49999 35716 57146 PROGRAMS & INITIATIVES 136515 136515 MEMBERSHIP & DUES 17291 6052 4323 6916 16137 5648 4034 6455 5789874 4263087 818390 708397 372515 556843 3096467 5042451 99070 0 42641 41459 9074 2220 284218 111999 165952 172219 119233712 134231756 32148150 34085175 58463 58463 155226044 174190586 19147 30315 394000 517594 1483341 1252885 8298674 7186799 10195162 8987593 X 144314711 164538125 716171 664868 145030882 165202993 155226044 174190586 X 8463872 11715448 -92 -7117 X X 0 1 X 1 0 X 2840494 3236650 4536379 3547661 6229090 20390274 2840494 3236650 4536379 3547661 6229090 20390274 3335908 17054366 3978780 4640594 3864249 3110702 5674495 21268820 54582 59192 77891 75032 63755 330452 41989546 0.40620 0.34960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 54,582. 2018 AMOUNT: $ 59,192. 2019 AMOUNT: $ 77,891. 2020 AMOUNT: $ 75,032. 2021 AMOUNT: $ 63,755. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61 3107816 1903009 23795610 1 1 144434447 4311935 18982703 3851616 911535 162965934 126429679 3351417 20149668 5507048 -10731 144434447 107086388 2939469 21157450 4752132 1496 126429679 118309275 2260143 -8837895 4644143 992 107086388 104110928 2686427 16955104 5438111 5073 118309275 0.04000 0.95898 0.00102 0 0 99761 99761 132754 82496 50258 2128 2128 0 49575 27375 22200 172219 PRIVATE EQUITY FUNDS 21795677 F EXCHANGE TRADED FUNDS 12289498 F 34085175 ANNUITY PAYABLE 70201 FUNDS HELD FOR AGENCIES 7116598 7186799 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 INVESTMENTS N/A 14335447 0 0 0 0 0 0 14335447 0 14335447 0 0 1 1 0 0 PART I, LINE 2: THE ORGANIZATION DOES NOT AWARD GRANTS OUTSIDE THE UNITED STATES. PART III ACCOUNTING METHOD: LINE 3 THE FOUNDATION IS NOT REQUIRED TO FILE FORM 5471 SINCE ITS HOLDINGS DID NOT MEET THE 10% THRESHOLD. LINE 4 THE FOUNDATION IS NOT REQUIRED TO FILE FORM 8621 SINCE IT IS A TAX-EXEMPT ORGANIZATION. 1 OTTAWA COUNTY SHERIFF'S OFFICE 315 MADISON STREET 10 PORT CLINTON OH 43452 346401025 170(C)(1) 10000 0 N/A N/A CANINE PROGRAM HANCOCK PUBLIC HEALTH 7748 COUNTY ROAD 140 FINDLAY OH 45840 346400608 170(C)(1) 17774 0 N/A N/A SUPPORT LIBERTY BENTON LOCAL SCHOOLS 9190 CR 9 FINDLAY OH 45840 346406285 170(C)(1) 17111 0 N/A N/A EXPANDING EARLY EDUCATION AND LITERACY RESOURCES ARCADIA LOCAL SCHOOLS 19033 SR 12 ARCADIA OH 44804 346401501 170(C)(1) 11500 0 N/A N/A PROVIDING EARLY LITERACY MENTORING SUPPORT VAN BUREN ELEMENTARY SCHOOL 301 S MAIN STREET VAN BUREN OH 45889 346401489 170(C)(1) 15500 0 N/A N/A SUPPORT RIVERDALE LOCAL SCHOOLS 20613 OH-37 MT BLANCHARD OH 45867 346408690 170(C)(1) 9958 0 N/A N/A SUPPORT FINDLAY CITY SCHOOLS 1100 BROAD AVENUE FINDLAY OH 45840 346400447 170(C)(1) 87796 0 N/A N/A SUPPORT FOCUS ON FRIENDS DBA FOCUS RECOVERY AND WELLNESS COMMUNITY 509 TRENTON AVE FINDLAY OH 45840 341967974 501(C)(3) 5250 0 N/A N/A SUPPORT MACKLIN INSTITUTE 15100 BIRCHAVEN LANE FINDLAY OH 43420 300109669 501(C)(3) 5782 0 N/A N/A SUPPORT CITY OF FINDLAY AUDITOR 318 DORNEY PLAZA FINDLAY OH 45840 346400448 501(C)(3) 6559 0 N/A N/A SUPPORT SALVATION ARMY 301 CENTER STREET FINDLAY OH 45840 135562351 501(C)(3) 6630 0 N/A N/A SUPPORT THE ASSOCIATED CHARITIES 1800 N BLANCHARD STREET STE 104 FINDLAY OH 45840 346400067 501(C)(3) 10000 0 N/A N/A SUPPORT HABITAT FOR HUMANITY OF FINDLAYHANCOCK COUNTY 2042 TIFFIN AVENUE FINDLAY OH 45840 581285159 501(C)(3) 9219 0 N/A N/A SUPPORT SUMMIT CHURCH 48 BROOKFIELD OAKS DR SUITE A GREENVILLE SC 29607 010882313 501(C)(3) 6662 0 N/A N/A SUPPORT SUNSHINE DIVISION PORTLAND POLICE DEPARTMENT 687 N THOMPSON STREET PORTLAND OR 97227 930429354 501(C)(3) 10000 0 N/A N/A SUPPORT CHRIST LUTHERAN CHURCH 116 W FINDLAY ST CAREY OH 43316 341242936 501(C)(3) 7349 0 N/A N/A NEW WINDOWS GATEWAY CHURCH 9555 CR 9 FINDLAY OH 45840 030377816 501(C)(3) 8000 0 N/A N/A SUPPORT OUR LADY OF CONSOLATION 315 CLAY STREET CAREY OH 43316 341682469 501(C)(3) 8000 0 N/A N/A SUPPORT VAN BUREN PRIMITIVE BAPTIST CHURCH 18561 TOWNSHIP ROAD 52 BLUFFTON OH 45817 237353864 501(C)(3) 8000 0 N/A N/A EMERGENCY ASSISTANCE PROGRAM HANCOCK LITERACY 7746 CR 140 FINDLAY OH 45840 472318404 501(C)(3) 8586 0 N/A N/A SUPPORT HANCOCK PARKS FOUNDATION 1424 EAST MAIN CROSS STREET FINDLAY OH 45840 341621283 501(C)(3) 8822 0 N/A N/A SUPPORT WEST OHIO FOOD BANK PO BOX 1566 LIMA OH 45802 341587528 501(C)(3) 9180 0 N/A N/A SUPPORT WBGU-TV 245 TROUP AVENUE BOWLING GREEN OH 43403 346007199 501(C)(3) 6630 0 N/A N/A SUPPORT TOYS FOR TOTS FOUNDATION 544 SURREY DR FINDLAY OH 45840 203021444 501(C)(3) 10000 0 N/A N/A SUPPORT BOWLING GREEN STATE UNIVERSITY FOUNDATION INC MILETI ALUMNI CENTER ALUMNI DRIVE BOWLING GREEN OH 43403 346007199 501(C)(3) 889065 0 N/A N/A SUPPORT SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESAN COUNCIL OF ST LOUIS 1310 PAPIN STREET ST LOUIS MO 63103 430652684 501(C)(3) 10000 0 N/A N/A RENT AND UTILITY ASSISTANCE SACRED HEART CHURCH 605 7TH STREET GERVAIS OR 97026 930459186 501(C)(3) 10000 0 N/A N/A SUPPORT MARATHON CENTER FOR THE PERFORMING ARTS 200 WEST MAIN CROSS FINDLAY OH 45840 460912382 501(C)(3) 29125 0 N/A N/A SUPPORT ST ANDREW'S UNITED METHODIST CHURCH 120 W SANDUSKY STREET FINDLAY OH 45840 344431171 501(C)(3) 29820 0 N/A N/A SUPPORT CATHOLIC CHARITIES DIOCESE OF TOLEDO INC 1933 SPIELBUSCH AVE TOLEDO OH 43604 344428254 501(C)(3) 30000 0 N/A N/A HELPING HANDS - ST. LOUIS PROJECT CHERRY STREET MISSION 105 17TH ST TOLEDO OH 43604 341133369 501(C)(3) 30000 0 N/A N/A TRADE SCHOOL PROJECT PROCLAIM HOPE PO BOX 770 NEW PROVIDENCE NJ 07974 411635421 501(C)(3) 30000 0 N/A N/A SUPPORT BOY SCOUTS OF AMERICA BSAC 2100 BROAD AVE FINDLAY OH 45840 346536818 501(C)(3) 30212 0 N/A N/A SUPPORT FIRST PRESBYTERIAN CHURCH OF FINDLAY 2330 S MAIN ST FINDLAY OH 45840 344427937 501(C)(3) 31344 0 N/A N/A GENERAL SUPPORT THE FOUNDATION OF GREAT LAKES GENERAL CONFERENCE 700 E MELROSE AVENUE FINDLAY OH 45840 311610743 501(C)(3) 32000 0 N/A N/A SUPPORT ARTS PARTNERSHIP OF GREATER HANCOCK COUNTY 618 S MAIN ST FINDLAY OH 45840 341278627 501(C)(3) 32507 0 N/A N/A GENERAL SUPPPORT COLLEGE FIRST CHURCH OF GOD 1100 N MAIN ST FINDLAY OH 45840 344431294 501(C)(3) 33500 0 N/A N/A SUPPORT BLANCHARD VALLEY CENTER 1700 E SANDUSKY ST FINDLAY OH 45840 346400608 501(C)(3) 35967 0 N/A N/A SUPPORT, CARE, REPAIR, AND MAINTENANCE OF THE RESIDENT FACILITIES HANCOCK CHRISTIAN CLEARING HOUSE 1800 N BLANCHARD STREET STE 107 FINDLAY OH 45840 371756789 501(C)(3) 40149 0 N/A N/A SUPPORT UNITED WAY 245 STANFORD PARKWAY FINDLAY OH 45840 346408694 501(C)(3) 27820 0 N/A N/A SUPPORT HANCOCK COUNTY HISTORICAL MUSEUM ASSOCIATION 422 W SANDUSKY STREET FINDLAY OH 45840 237065550 501(C)(3) 40805 0 N/A N/A SUPPORT HANCOCK COUNTY AGRICULTURAL SOCIETY 1017 EAST SANDUSKY STREET FINDLAY OH 45840 344445804 501(C)(3) 47937 0 N/A N/A SUPPORT FRIENDS OF THE FINDLAY HANCOCK COUNTY PUBLIC LIBARY 206 BROADWAY FINDLAY OH 45840 341189089 501(C)(3) 49281 0 N/A N/A SUPPORT FINDLAY-HANCOCK COUNTY LIBRARY 206 BROADWAY FINDLAY OH 45840 346400446 501(C)(3) 49281 0 N/A N/A SUPPORT WELCOME TO A NEW LIFE 2447 TIFFIN AVENUE PMB 105 FINDLAY OH 45840 832662972 501(C)(3) 51033 0 N/A N/A SUPPORT HOPE HOUSE 1800 N BLANCHARD STREET FINDLAY OH 45840 341655764 501(C)(3) 58227 0 N/A N/A SUPPORT RAISE THE BAR HANCOCK COUNTY 123 E MAIN CROSS ST FINDLAY OH 45840 812947202 501(C)(3) 70000 0 N/A N/A SUPPORT UNIVERSITY OF FINDLAY 1000 N MAIN STREET FINDLAY OH 45840 344431169 501(C)(3) 70028 0 N/A N/A SCHOLARSHIPS BLUFFTON LION'S FOUNDATION INC PO BOX 223 175 SUNSET DRIVE BLUFFTON OH 45817 264736758 501(C)(3) 75000 0 N/A N/A LIONS WAY COUNTY LINE PATHWAY CHURCHES OF GOD GENERAL CONFERENCE PO BOX 926 FINDLAY OH 45839 236424046 501(C)(3) 82000 0 N/A N/A SUPPORT CITY MISSION OF FINDLAY 510 W MAIN CROSS ST FINDLAY OH 45840 510137853 501(C)(3) 89680 0 N/A N/A SUPPORT BLANCHARD VALLEY HEALTH FOUNDATION 1900 S MAIN ST FINDLAY OH 45840 341370522 501(C)(3) 104655 0 N/A N/A PEDIATRIC PROGRAM NATIONAL CHRISTIAN FOUNDATION 2875 W DUB GRNVL RD COLUMBUS OH 43235 261625475 501(C)(3) 200000 0 N/A N/A SUPPORT HANCOCK COUNTY EDUCATIONAL SERVICE CENTER 7746 CR 140 FINDLAY OH 45840 341364351 501(C)(3) 41816 0 N/A N/A SUPPORT 50 NORTH 339 E MELROSE AVE FINDLAY OH 45840 237083593 501(C)(3) 26433 0 N/A N/A SUPPORTING THE EMERGENCY RESPONSE SYSTEMS FOR OLDER ADULTS YMCA 300 E LINCOLN STREET FINDLAY OH 45840 344428263 501(C)(3) 26420 0 N/A N/A GENERAL SUPPORT SIGHTLINE SECURITY 292 NEWBURY STREET 123 BOSTON MA 02115 824604104 501(C)(3) 26000 0 N/A N/A PROVIDING CYBERSECURITY TRAINING FOR LOCAL NONPROFITS ST VINCENT DE PAUL TIGARD OREGON CONFERENCE 9905 SW MCKENZIE STREET PORTLAND OR 97223 930415217 501(C)(3) 10000 0 N/A N/A FOOD, UTILITY AND WATER ASSISTANCE ST FRANCIS MISSION DENTAL CLINIC 350 S OAK STREET SAINT FRANCIS SD 57572 273144815 501(C)(3) 10000 0 N/A N/A SUPPORT MCCOMB LOCAL SCHOOLS 328 S TODD ST MCCOMB OH 45858 346400859 501(C)(3) 10788 0 N/A N/A SUPPORT CASAGAL OF HANCOCK COUNTY 211 1/2 EAST FRONT STREET FINDLAY OH 45840 341776015 501(C)(3) 11330 0 N/A N/A SUPPORT CHILDRENS MENTORING CONNECTION OF HANCOCK COUNTY 305 E LINCOLN STREET FINDLAY OH 45840 341151270 501(C)(3) 11380 0 N/A N/A SUPPORT 4-H ADVISORY COUNCIL OF HANCOCK COUNTY 7868 CO RD 140 STE B FINDLAY OH 45840 202304577 501(C)(3) 12396 0 N/A N/A SUPPORT HANCOCK PARK DISTRICT 1424 EAST MAIN CROSS STREET FINDLAY OH 45840 343400608 501(C)(3) 12825 0 N/A N/A SUPPORT HUMANE SOCIETY & SPCA OF HANCOCK COUNTY 4550 FOSTORIA AVENUE FINDLAY OH 45840 237254442 501(C)(3) 13290 0 N/A N/A SUPPORT ST PAUL'S UNITED METHODIST CHURCH 218 E SANDUSKY STREET FINDLAY OH 45840 346401265 501(C)(3) 14650 0 N/A N/A SUPPORT WINEBRENNER THEOLOGICAL SEMINARY 950 N MAIN STREET FINDLAY OH 45840 340877803 501(C)(3) 15000 0 N/A N/A SUPPORT CHOPIN HALL 1800 N BLANCHARD STREET SUITE 125 FINDLAY OH 45840 341440664 501(C)(3) 16839 0 N/A N/A SUPPORT LIVING HOPE CHURCH 2515 HEATHERWOOD DR FINDLAY OH 45840 341611606 501(C)(3) 18000 0 N/A N/A SUPPORT OPEN ARMS DOMESTIC VIOLENCE AND RAPE CRISIS CENTER PO BOX 496 FINDLAY OH 45839 341308480 501(C)(3) 18978 0 N/A N/A GENERAL SUPPORT ST JOHN'S EVANGELICAL LUTHERAN CHURCH 1701 TIFFIN AVE FINDLAY OH 45840 340908057 501(C)(3) 19325 0 N/A N/A SUPPORT WHEELER MISSION 205 E NEW YORK STREET INDIANAPOLIS IN 46204 350888771 501(C)(3) 20000 0 N/A N/A RECOVERY PROGRAMS EVERETT GOSPEL MISSION 2222 52ND ST EVERETT WA 98203 910780146 501(C)(3) 20000 0 N/A N/A SUPPORT WAYSIDE CHRISTIAN MISSION 120 WEST BROADWAY LOUISVILLE KY 40202 610667139 501(C)(3) 20000 0 N/A N/A SUPPORT CHARLOTTE RESUCE MISSION 907 W FIRST STREET CHARLOTTE NC 28202 560571223 501(C)(3) 20000 0 N/A N/A SUPPORT CITY GOSPEL MISSION 1805 DALTON AVENUE CINCINNATI OH 45214 310538515 501(C)(3) 20000 0 N/A N/A JOPSPLUS PROGRAM AND WOMEN'S RECOVERY PROGRAM SUNDAY BREAKFAST MISSION 302 N 13TH STREET PHILADELPHIA PA 19107 231352558 501(C)(3) 20000 0 N/A N/A SUPPORT LEXINGTON RESCUE MISSION 444 GLEN ARVIN AVE LEXINGTON KY 40508 611387338 501(C)(3) 20000 0 N/A N/A SUPPORT NEVADA HEALTH CENTERS INC 1799 MT MARIAH DR LAS VEGAS NV 89105 943199117 501(C)(3) 20000 0 N/A N/A RESTRICTED TO "CARE MOBILE" LIGHT OF LIFE RESCUE MISSION 913 WESTERN AVE PITTSBURGH PA 15233 251056389 501(C)(3) 20000 0 N/A N/A LIFE TRANSPORTATION PROGRAM ST MICHAEL THE ARCHANGEL CATHOLIC PARISH 750 BRIGHT ROAD FINDLAY OH 45840 344434729 501(C)(3) 22900 0 N/A N/A SUPPORT CANCER PATIENT SERVICES 1800 N BLANCHARD STREET FINDLAY OH 45840 344491513 501(C)(3) 23058 0 N/A N/A SUPPORT OHIO STATE PARKS FOUNDATION 1234 E BROAD STREET COLUMBUS OH 43205 822157935 501(C)(3) 24000 0 N/A N/A SENSORY PATHS, POLLINATOR HABITAT PLOT AND ACCESSIBLE PICNIC TABLES EASTERN ILLINOIS UNIVERSITY FOUNDATION 860 LINCOLN AVE CHARLESTON IL 61920 376031320 501(C)(3) 10000 0 N/A N/A SUPPORT 77 7 PART I, LINE 2: ANNUALLY, THE ORGANIZATION'S BOARD APPROVES A POOL OF MONEY FOR GRANTS BASED ON THE ORGANIZATION'S SPENDING POLICY. ALL GRANTS ARE APPROVED AND/OR REVIEWED BY THE ORGANIZATION'S BOARD PER THEIR OPERATING POLICIES. GRANTEES ARE REQUIRED TO SUBMIT A COPY OF THEIR IRS DETERMINATION LETTER WITH THEIR APPLICATION. GRANTEES ARE REQUIRED TO SUBMIT REPORTS AT 6 MONTH INTERVALS AFTER RECEIVING GRANT FUNDS. A FINAL REPORT IS REQUIRED ONCE THE PROJECT HAS BEEN COMPLETED. A PROCESS IS IN PLACE TO ENSURE THE PROGRAM OFFICERS ARE RECEIVING THE INTERIM AND FINAL REPORTS ON A TIMELY BASIS. PROGRAM OFFICERS REVIEW THE REPORTS FOR DISCREPANCIES. ANY MATERIAL DISCREPANCIES ARE REPORTED TO THE BOARD. 1 X X X X 0 0 0 0 0 0 0 0 0 BRIAN TREECE PRESIDENT 148976 0 0 0 0 0 9015 0 5175 0 163166 0 0 0 X 15 684209 STOCK MARKET 0 1 1 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED THE CODE OF REGULATIONS TO BE COMPLIANT WITH CURRENT STATE AND FEDERAL LAWS. THESE UPDATES ALSO CREATED FLEXIBILITY IN THE SIZE OF BOARD OF TRUSTEES AND DEFINED TERM LIMITS FOR THE BOARD AND COMMITTEE. OTHER UPDATES INCLUDED DEFINING HOW AND WHY AN OFFICER MAY BE APPROVED, CLEARLY STATING THAT DIRECTORS SERVE ON A VOLUNTEER BASIS WITHOUT COMPENSATION, AND NAMES THE PRESIDENT AS A NON-VOTING MEMBER OF THE BOARD OF TRUSTEES. FINALLY, CLARIFICATIONS AND FLEXIBILITY WERE ADDED ALLOWING THE ORGANIZATION THE ABILITY TO APPROPRIATELY CONDUCT ITS BUSINESS IN SAFE AND MEANINGFUL WAYS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WAS PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING THE FORM 990. THE BOARD WAS GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE COMMENTS ABOUT THE FORM 990 TO THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY OFFICERS, TRUSTEES, COMMITTEE MEMBERS, AND EMPLOYEES ARE PROVIDED A COPY OF THE FOUNDATION'S "CONFLICT OF INTEREST, CONFIDENTIALITY, AND ETHICAL PRINCIPLES POLICY". EACH PERSON THAT RECEIVES THE POLICY IS ASKED TO SIGN A STATEMENT OF AFFIRMATION REGARDING THE POLICY AND COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. ALL QUESTIONNAIRES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER FOR ANY POSSIBLE CONFLICTS. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WOULD ABSTAIN FROM VOTING. THIS WOULD BE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE BOARD OF TRUSTEES ACTIVELY MONITORS AND EVALUATES THE PRESIDENT. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR HIRING THE PRESIDENT AND MANAGING PERFORMANCE. THIS INCLUDES SETTING GOALS, PROVIDING FEEDBACK AND SETTING COMPENSATION. THE BOARD OF TRUSTEES HAS EMPOWERED THE BOARD EXECUTIVE COMMITTEE TO MANAGE THIS PROCESS AS DEFINED IN THE CEO EVALUATION PROCESS. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, TREASURER, AND SECRETARY. THE BOARD AND EXECUTIVE COMMITTEE MEETINGS WERE DOCUMENTED IN MEETING MINUTES. WITH THE PRESIDENT TRANSITION OCCURING IN 2020, THE BOARD CREATED AND STAFFED A SEARCH COMMITTEE WHO ENGAGED A SEARCH FIRM (WAVERLY PARTNERS) TO ASSIST WITH THE SEARCH. THE SEARCH FIRM WORKED WITH THE BOARD TO SET A SALARY AND BENEFITS PACKAGE FOR THE PRESIDENT THAT REFLECTED FOUNDATION COMPENSATION PHILOSOPHY AND WAS COMPARABLE TO LIKE POSITIONS. THE BOARD OF TRUSTEES APPROVED THE COMPENSATION FOR THE NEW PRESIDENT. THE ORGANIZATION PERIODICALLY HIRES A CONSULTANT TO CONDUCT A SALARY REVIEW. THE CONSULTANT LAST REVIEWED THE SALARIES IN 2016 (EXCLUDING THAT OF THE PRESIDENT AS NOTED ABOVE) FOR IMPLEMENTATION IN JANUARY 2017. THE EXECUTIVE COMMITTEE REVIEWS SALARY AND BENEFIT REPORTS THAT ARE PREPARED BY A HUMAN RESOURCES AND EMPLOYEE BENEFITS SOLUTIONS FIRM. BASE SALARY CONSIDERS THE CONTRIBUTION OF EACH POSITION TO THE FOUNDATION'S OVERALL GOALS. IT ALSO REFLECTS THE COMPETITIVE COMPENSATION PHILOSOPHY IN THE CONTEXT OF THE FOUNDATION'S ROLE AS A COMMUNITY AND PHILANTHROPIC LEADER. THE FOUNDATION TARGETS SALARY RANGE MIDPOINTS TO THE MARKET AVERAGER FOR THE SPECIFIC MARKET IN WHICH IT COMPETES. RELATIVE INTERNAL VALUES FOR POSITIONS ARE DETERMINED THROUGH THE USE OF THE EVALUATION OF EACH ROLE, INCLUDING SCOPE AND IMPACT, LATITUDE OF ACTION, WORKING RELATIONSHIPS, DECISION MAKING AND KNOWLEDGE AND SKILL. LINE 15B: THE SAME SOURCES OF INFORMATION NOTED ABOVE ARE UTILIZED TO DETERMINE REASONABLE COMPENSATION AND BENEFITS FOR OTHER EMPLOYEES. THE BOARD APPROVES COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT WHICH IS MAILED TO FUND REPRESENTATIVES AND MANY DONORS INCLUDES A CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES. THE BOARD APPROVES THE OPERATING BUDGET FOR THE FOLLOWING YEAR IN NOVEMBER. QUARTERLY, BOTH THE FINANCE & INVESTMENT COMMITTEE AND THE BOARD REVIEW INTERNALLY PREPARED FINANCIAL STATEMENTS AND YEAR-TO-DATE ACTUAL COMPARED TO YEAR-TO-DATE BUDGETED OPERATING AMOUNTS. QUARTERLY THE FINANCE & INVESTMENT COMMITTEE MEETS WITH THE ORGANIZATION'S INVESTMENT ADVISOR TO REVIEW INVESTMENT RESULTS. THE ORGANIZATION HAS A POLICY REGARDING THE PUBLIC AVAILABILITY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,742. RETURNED GRANTS 3,625. PART XII, LINE 2C THE AUDIT COMMITTEE IS IN CHARGE OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS. THE FOUNDATION'S CURRENT AUDIT FIRM HAS BEEN PERFORMING THE FOUNDATION'S AUDIT SINCE 2009. THERE HAS BEEN A ROTATION OF THE AUDIT PARTNER AT LEAST ONCE EVERY FIVE YEARS. THE HANCOCK PROPERTIES FOUNDATION 101 W SANDUSKY STREET SUITE 207 FINDLAY OH 45840 270121577 REAL ESTATE RENTAL OH 501(C)(3) LINE 12A, I FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 THE HANCOCK PROPERTIES FOUNDATION B 383130 CASH THE HANCOCK PROPERTIES FOUNDATION R 279048 CASH