THE NORTHERN CINCINNATI FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN CINCINNATI FOUNDATION (EIN 31-1661966)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349318395
- Schema version
- 2021v4.2
- 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 | 2022-11-15T14:45:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST FIFTH STREET SUITE 2100 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311661966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN CINCINNATI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA COMMUNITY FDN OF W CHESTER/LIBERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5138745450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8897 CINCINNATI DAYTON RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN CLEMONS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5138745450 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | CLEMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNAMARIE REILLY CPA | PreparerPersonNm |
| PTIN | P00431897 | PTIN |
| Phone | 5135791717 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | ERIN CLEMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8897 CINCINNATI DAYTON RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,386,911 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORTHERNCINCINNATI.FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,949,911 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,413,565 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $145,393 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $196,299 | CYProgramServiceRevenueAmt |
| PY Investment Income | $679,018 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,406,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,509 | PYOtherRevenueAmt |
| CY Other Revenue | $27,652 | CYOtherRevenueAmt |
| PY Total Revenue | $4,792,831 | PYTotalRevenueAmt |
| CY Total Revenue | $6,044,132 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,745,955 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,595,735 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $230,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $213,974 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $229,223 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $220,544 | PYOtherExpensesAmt |
| CY Other Expenses | $318,189 | CYOtherExpensesAmt |
| PY Total Expenses | $2,197,170 | PYTotalExpensesAmt |
| CY Total Expenses | $3,127,898 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,595,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,916,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,107,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,114,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,107,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,114,822 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE A MORE VIBRANT COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,585,568 | ExpenseAmt |
| Grant | $2,485,735 | GrantAmt |
| Revenue | $196,299 | RevenueAmt |
| Desc | THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY SERVES AS A LEADER AND RESOURCE FOR PHILANTHROPY; BUILDS A GROWING ENDOWMENT FOR THE COMMUNITY'S CHANGING NEEDS; PROVIDES FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE THEIR COMMUNITY NOW AND INTO THE FUTURE; PROMOTES COLLABORATION AMONG LOCAL FUNDING ORGANIZATIONS AND SERVICE PROVIDERS TO ADDRESS COMMUNITY NEEDS; AND MAKES GRANTS AND PROVIDES COUNSEL AND ASSISTANCE THAT WILL HAVE A SIGNIFICANT IMPACT UPON THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | THE CFWCL GRANTS $100,000 ANNUALLY THROUGH THE COMMUNITY GRANTS AND COMMUNITY SCHOLARSHIPS PROGRAMS. THE GRANT DOLLARS ARE RAISED THROUGH ANNUAL FUNDRAISING EFFORTS BY THE FOUNDATION. 100% OF THE PROCEEDS ARE USED FOR GRANTING PURPOSES IN OUR COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE POWER OF THE PURSE (POP) FUND IS A WOMEN'S GIVING CIRCLE DEDICATED TO STRENGTHENING THE COMMUNITY BY PROVIDING GRANT FUNDS TO NON-PROFIT ORGANIZATIONS SERVING THE INTERESTS OF WOMEN & CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIPS. MEMBERS OF POP WORK TO EDUCATE AND INSPIRE OTHERS, AND PROMOTE PHILANTHROPY AMONG WOMEN IN OUR COMMUNITY. POWER OF THE PURSE ACCEPTS GRANT REQUESTS FOR NEW OR EXISTING PROJECTS THAT FOCUS OF MEETING THE BASIC NEEDS OF FOOD, SHELTER, OR HEALTH CARE FOR WOMEN OR CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,000 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Desc | THE KIDS2KAMP FUND WAS ESTABLISHED IN 2004 WITH THE INTENT TO ASSIST UNDERPRIVILEGED STUDENTS IN LAKOTA LOCAL SCHOOLS ATTEND A WEEK OF SUMMER CAMP. CURRENTLY, THE PROGRAM SENDS AN AVERAGE OF 200 STUDENTS PER YEAR TO EITHER A WEEK-LONG OVERNIGHT CAMP OR A WEEK-LONG DAY CAMP. THE FOUNDATION PARTNERS WITH YMCA CAMP CAMPBELL GARD AND THE LAKOTA FAMILY YMCA. BOTH ORGANIZATIONS OFFER A REDUCED COST FOR OUR CAMPERS AND HELP ENSURE FAMILIES, SOME OF WHOM HAVE NEVER HAD A CAMP EXPERIENCE, ARE COMFORTABLE AND UNDERSTAND WHAT TO EXPECT. WE ALSO WORK CLOSELY WITH PRINCIPALS, COUNSELORS AND SCHOOL LIAISONS AT LAKOTA TO REFER STUDENTS TO THE PROGRAM AND HELP FAMILIES COMPLETE THE REQUIRED REGISTRATION PACKETS. DUE TO COVID-19 THE ORGANIZATION DID NOT SEND ANY STUDENTS TO ATTEND THE KIDS2KAMP PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,695,568 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY FISTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138745450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8897 CINCINNATI DAYTON RD | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAN BENHASE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEANNE BRAUNS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BEN HELWIG | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PHILLIPS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KRIS TITKO | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GAIL JACKSON-MILLER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| IAN MURRAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RAY MURRAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SETH PRIESTLE | ||||||
| MEMBER & VICE-CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SCHUMACKER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE BRUNO | ||||||
| MEMBER & CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NICK ENGER | ||||||
| MEMBER & TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS XEIL LYONS | ||||||
| MEMBER & SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIN CLEMONS | ||||||
| PRESIDENT & CEO | 40.00 | $87,333 | $0 | $2,610 | Yes (X) | |
| NANCY FISTER | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $46,333 | $0 | $1,448 | Yes (X) | |
| KAREN GIBBS | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $59,333 | $0 | $1,773 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $192,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,831 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,150 | FundraisingAmt |
| All Other Contributions | $4,407,415 | AllOtherContributionsAmt |
| Noncash Contributions | $3,553,216 | NoncashContributionsAmt |
| Total Contributions | $4,413,565 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $196,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196,299 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $196,299 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $510,659 | TotalRevenueColumnAmt |
| Exclusion | $510,659 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,204,708 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,308,751 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $895,957 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,957 | TotalRevenueColumnAmt |
| Exclusion | $895,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,680 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,028 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,652 | TotalRevenueColumnAmt |
| Exclusion | $27,652 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,044,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $196,299 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,434,268 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,497,545 | TotalAmt |
| Program Services | $2,497,545 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,190 | TotalAmt |
| Program Services | $98,190 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,830 | TotalAmt |
| Program Services | $69,591 | ProgramServicesAmt |
| Management And General | $39,766 | ManagementAndGeneralAmt |
| Fundraising | $89,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,144 | TotalAmt |
| Program Services | $5,301 | ProgramServicesAmt |
| Management And General | $3,028 | ManagementAndGeneralAmt |
| Fundraising | $6,815 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,229 | TotalAmt |
| Management And General | $1,308 | ManagementAndGeneralAmt |
| Fundraising | $3,921 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,692 | TotalAmt |
| Program Services | $1,847 | ProgramServicesAmt |
| Management And General | $1,845 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,533 | TotalAmt |
| Management And General | $13,533 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,141 | TotalAmt |
| Management And General | $106,141 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,870 | TotalAmt |
| Fundraising | $17,870 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,693 | TotalAmt |
| Program Services | $5,491 | ProgramServicesAmt |
| Management And General | $5,710 | ManagementAndGeneralAmt |
| Fundraising | $5,492 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,304 | TotalAmt |
| Management And General | $8,304 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,555 | TotalAmt |
| Program Services | $9,373 | ProgramServicesAmt |
| Management And General | $9,373 | ManagementAndGeneralAmt |
| Fundraising | $9,809 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990 | TotalAmt |
| Fundraising | $990 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,178 | TotalAmt |
| Program Services | $1,435 | ProgramServicesAmt |
| Management And General | $5,024 | ManagementAndGeneralAmt |
| Fundraising | $719 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,740 | TotalAmt |
| Program Services | $1,310 | ProgramServicesAmt |
| Management And General | $748 | ManagementAndGeneralAmt |
| Fundraising | $1,682 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEVELOPMENT/FUNDRAISING | $82,544 | $82,544 | ||
| EQUIPMENT RENTAL & MAIN | $18,283 | $7,313 | $5,485 | $5,485 |
| MISCELLANEOUS EXPENSE | $2,842 | $2,842 | ||
| ORGANIZATIONAL DUES | $2,595 | $2,595 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,127,898 | TotalAmt |
| Program Services | $2,695,568 | ProgramServicesAmt |
| Management And General | $203,107 | ManagementAndGeneralAmt |
| Fundraising | $229,223 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,636,313 | BOYAmt |
| EOY | $2,818,514 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,606 | BOYAmt |
| EOY | $30,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $254,590 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,060 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,708 | BOYAmt |
| EOY | $246,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,143,467 | BOYAmt |
| EOY | $22,019,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,107,094 | BOYAmt |
| EOY | $25,114,822 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $21,033,488 | BOYAmt |
| EOY | $25,084,728 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,606 | BOYAmt |
| EOY | $30,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,107,094 | BOYAmt |
| EOY | $25,114,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,107,094 | BOYAmt |
| EOY | $25,114,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,916,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,127,482 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$35,988 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,560,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,434,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,031,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,949,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,413,565 | CurrentTaxYearAmt |
| Total | $13,389,877 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,560,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,434,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,031,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,949,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,413,565 | CurrentTaxYearAmt |
| Total | $13,389,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,904,280 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,485,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $289,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $610,659 | CurrentTaxYearAmt |
| Total | $1,419,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,652 | CurrentTaxYearAmt |
| Total | $304,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,113,337 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $623,523 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: CASH DATE: 12/21/20 AMOUNT: 2000000. DESCRIPTION: CASH; 6250 SHARES OF ACCENTURE STOCK DATE: 03/21/18 AMOUNT: 1026972. DESCRIPTION: CASH DATE: 03/31/17 AMOUNT: 1138225. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 74 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,913,512 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,059,398 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,589,417 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,663,971 | BeginningYearBalanceAmt |
| Contributions | $4,380,415 | ContributionsAmt |
| Investment Earnings Or Losses | $2,730,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,595,735 | GrantsOrScholarshipsAmt |
| Other Expenditures | $223,152 | OtherExpendituresAmt |
| Administrative Expenses | $302,440 | AdministrativeExpensesAmt |
| End Year Balance | $24,653,456 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,514,649 | BeginningYearBalanceAmt |
| Contributions | $3,853,161 | ContributionsAmt |
| Investment Earnings Or Losses | $1,604,400 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,789,955 | GrantsOrScholarshipsAmt |
| Other Expenditures | $329,346 | OtherExpendituresAmt |
| Administrative Expenses | $188,938 | AdministrativeExpensesAmt |
| End Year Balance | $20,663,971 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,280,878 | BeginningYearBalanceAmt |
| Contributions | $1,914,508 | ContributionsAmt |
| Investment Earnings Or Losses | $2,748,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,228,340 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,900 | OtherExpendituresAmt |
| Administrative Expenses | $197,931 | AdministrativeExpensesAmt |
| End Year Balance | $17,514,649 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,066,627 | BeginningYearBalanceAmt |
| Contributions | $2,332,774 | ContributionsAmt |
| Investment Earnings Or Losses | -$731,695 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,126,587 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,836 | OtherExpendituresAmt |
| Administrative Expenses | $204,405 | AdministrativeExpensesAmt |
| End Year Balance | $14,280,878 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,250,575 | BeginningYearBalanceAmt |
| Contributions | $3,454,856 | ContributionsAmt |
| Investment Earnings Or Losses | $1,638,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,994,187 | GrantsOrScholarshipsAmt |
| Other Expenditures | $146,510 | OtherExpendituresAmt |
| Administrative Expenses | $136,279 | AdministrativeExpensesAmt |
| End Year Balance | $14,066,627 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,000 | OtherCostOrOtherBasisAmt |
| Book Value | $46,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,293 | DepreciationAmt |
| Book Value | $178,707 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,767 | DepreciationAmt |
| Book Value | $21,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $246,530 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,065,473 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,127,482 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,127,482 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,937,991 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $106,141 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $106,141 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,044,132 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,057,745 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $35,988 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,988 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,021,757 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $106,141 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $106,141 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,127,898 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 35,988. |
| SCHEDULE D PART V LINE 4 | THE FOUNDATION AGREES, THROUGH ITS FUND AGREEMENTS, TO FULFILL THE DIRECTION AND PURPOSE OF THE DONOR. HOWEVER THE FOUNDATION MAINTAINS VARIANCE POWER AND RESERVES THE RIGHT AT ITS DISCRETION TO MODIFY THE DISTRIBUTION OF FUND INVESTMENTS, IF IT BECOMES NECESSARY. THE FOUNDATION AS A RESULT OF ITS ABILITY TO DISTRIBUTE ANY OR ALL OF THE FUNDS, CLASSIFIES ALL FUNDS AS UNRESTRICTED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHAMROCK SHUFFLE | Event1Nm |
| Gross Receipts Event1 | $67,830 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,680 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,110 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,221 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,088 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,609 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $67,830 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,680 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,110 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,221 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,088 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,609 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,028 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,652 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (63 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| KEN ANDERSON ALLIANCE | ||||||||
| 6940 PLAINFIELD ROAD | CINCINNATI | OH | 45236 | 474308747 | 501(C)(3) | $450,000 | $0 | OPERATING SUPPORT |
| BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY | ||||||||
| 8749 CINCINNATI-DAYTON RD | WEST CHESTER | OH | 45069 | 463631593 | 501(C)(3) | $352,457 | $0 | OPERATING SUPPORT |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY D | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 452292007 | 310894923 | 501(C)(3) | $195,100 | $0 | OPERATING SUPPORT |
| FAMILY PROMISE OF BUTLER COUNTY INC | ||||||||
| PO BOX 95 | HAMILTON | OH | 45011 | 472155537 | 501(C)(3) | $110,000 | $0 | KEEPING THE PROMISE |
| BLOC MINISTRIES | ||||||||
| 911 W 8TH STREET | CINCINNATI | OH | 45204 | 311613471 | 501(C)(3) | $100,000 | $0 | OPERATING SUPPORT |
| BEREA COLLEGE | ||||||||
| 101 CHESTNUT ST | BEREA | KY | 40404 | 610444650 | 501(C)(3) | $97,852 | $0 | OPERATING SUPPORT |
| ST VINCENT DE PAUL | ||||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | 310430560 | 501(C)(3) | $80,000 | $0 | OPERATING SUPPORT |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| PO BOX 5202 | CINCINNATI | OH | 452015202 | 310833936 | 501(C)(3) | $57,000 | $0 | OPERATING SUPPORT |
| DELTA TAU DELTA EDUCATIONAL FOUNDATION | ||||||||
| 849 APPLETREE LANE | DEERFIELD | IL | 60015 | 411543259 | 501(C)(3) | $50,000 | $0 | OPERATING SUPPORT |
| DEPAUL CRISTO REY HIGH SCHOOL | ||||||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | 272417727 | 501(C)(3) | $48,000 | $0 | OPERATING SUPPORT |
| ATRIUM MEDICAL CENTER FOUNDATION | ||||||||
| ONE MEDICAL CENTER DR | MIDDLETOWN | OH | 45005 | 311079213 | 501(C)(3) | $45,915 | $0 | RAPID TESTING DEVICES |
| VOICE OF AMERICA MUSEUM OF BROADCASTING | ||||||||
| 8070 TYLERSVILLE RD | WEST CHESTER | OH | 45069 | 753040686 | 501(C)(3) | $38,785 | $0 | OPERATING SUPPORT |
| DOWN SYNDROME ASSN OF GREATER CINCINNATI | ||||||||
| 4623 WESLEY AVE | NORWOOD | OH | 45212 | 311051378 | 501(C)(3) | $35,000 | $0 | OPERATING SUPPORT |
| ROTARY INTERNATIONAL | ||||||||
| PO BOX 1755 | PORTLAND | ME | 04104 | 010152188 | 501(C)(3) | $29,941 | $0 | OPERATING SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $26,000 | $0 | OPERATING SUPPORT |
| BEECH ACRES PARENTING CENTER | ||||||||
| 6881 BEECHMONT AVENUE | CINCINNATI | OH | 45230 | 310536663 | 501(C)(3) | $25,000 | $0 | OPERATING SUPPORT |
| WEST CHESTER TOWNSHIP | ||||||||
| 9113 CINCINNATI-DAYTON ROAD | WEST CHESTER | OH | 45069 | 501(C)(3) | $22,204 | $0 | OPERATING SUPPORT | |
| STEPPING STONES | ||||||||
| 5650 GIVEN ROAD | CINCINNATI | OH | 45243 | 310671799 | 501(C)(3) | $21,100 | $0 | OPERATING SUPPORT |
| HART - HOMELESS ANIMAL RESCUE TEAM | ||||||||
| 11711 PRINCETON PIKE STE 341 | CINCINNATI | OH | 45246 | 364562074 | 501(C)(3) | $21,000 | $0 | OPERATING SUPPORT |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||
| 375 DIXMYTH AVE | CINCINNATI | OH | 45220 | 311206047 | 501(C)(3) | $20,000 | $0 | THE FRANCIS FUND/PAWS FOR PATIENTS/GENERAL SUPPORT |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | ||||||||
| 11780 US HIGHWAY ONE STE 105 | NORTH PALM BEACH | FL | 33408 | 571154352 | 501(C)(3) | $20,000 | $0 | OPERATING SUPPORT |
| OAK HILLS ATHLETIC BOOSTERS INC | ||||||||
| PO BOX 451 | CINCINNATI | OH | 452580451 | 311089405 | 501(C)(3) | $20,000 | $0 | OPERATING SUPPORT |
| ST SUSANNA CATHOLIC CHURCH | ||||||||
| 616 READING ROAD | MASON | OH | 45040 | 310537156 | 501(C)(3) | $17,000 | $0 | PARISH SUPPORT/COVID-19 ASSISTANCE |
| WEST CHESTER TOWNSHIP POLICE | ||||||||
| 9577 BECKETT RD SUITE 500 | WEST CHESTER | OH | 45069 | GOVERNMENT | $16,998 | $0 | OPERATING SUPPORT | |
| CONCERTS FOR HOPE BY ERIC GENUIS | ||||||||
| PO BOX 172 | SIMPSONVILLE | KY | 40067 | 475548831 | 501(C)(3) | $15,000 | $0 | OPERATING SUPPORT |
| OPTIM-ALL SERVICES INC | ||||||||
| 809 BRADFORD CT | CINCINNATI | OH | 45233 | 811273771 | 501(C)(3) | $15,000 | $0 | OPERATING SUPPORT |
| ROCK OF AGES LUTHERAN CHURCH | ||||||||
| 4957 E CO RD 462 | WILDWOOD | FL | 34785 | 562533056 | 501(C)(3) | $15,000 | $0 | OPERATING SUPPORT |
| THE HELP PROGRAM CINCINNATI | ||||||||
| 1600 MADISON RD | CINCINNATI | OH | 45206 | 300788420 | 501(C)(3) | $15,000 | $0 | OPERATING SUPPORT |
| COMPANIONS ON A JOURNEY GRIEF SUPPORT | ||||||||
| 8857 CINCINNATI DAYTON RD SUITE 002 | WEST CHESTER | OH | 45069 | 770675357 | 501(C)(3) | $13,951 | $0 | OPERATING SUPPORT |
| NEUROFIT GYM TOTAL | ||||||||
| 275 RANDOM DRIVE | HAMILTON | OH | 45013 | 854360258 | 501(C)(3) | $13,500 | $0 | OPERATING SUPPORT |
| ST GABRIEL PARISH | ||||||||
| 48 WEST SHARON AVE | CINCINNATI | OH | 45246 | 310538542 | 501(C)(3) | $12,500 | $0 | PARISH SUPPORT |
| SQUARE1 | ||||||||
| 794 LAUREN DRIVE | VILLA HILLS | KY | 41017 | 454663525 | 501(C)(3) | $12,000 | $0 | OPERATING SUPPORT |
| THE FAITH ALLIANCE OF SOUTHWESTERN OHIO | ||||||||
| PO BOX 806 | WEST CHESTER | OH | 450710806 | 273330284 | 501(C)(3) | $11,000 | $0 | SUMMER LITERACY AND ESL PROGRAM |
| SHRINERS HOSPITAL FOR CHILDREN - CINCINNATI | ||||||||
| 3229 BURNET AVE | CINCINNATI | OH | 45229 | 362193608 | 501(C)(3) | $10,600 | $0 | OPERATING SUPPORT |
| SLEEP IN HEAVENLY PEACE - BUTLER COUNTY CHAPT | ||||||||
| 5174 HAMILTON MIDDLETOWN RD | LIBERTY TWP | OH | 45011 | 464346568 | 501(C)(3) | $10,050 | $0 | OPERATING SUPPORT |
| CHURCH OF THE SAVIOUR UNITED METHODIST CHURCH | ||||||||
| 8005 PFEIFFER RD | CINCINNATI | OH | 45242 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT | |
| CINCINNATI CONCOURS D'ELEGANCE FOUNDATION | ||||||||
| 347 STANLEY AVE STE A1 | CINCINNATI | OH | 45226 | 364600137 | 501(C)(3) | $10,000 | $0 | SUPPORT OF FOUNDATION'S MISSION |
| CINCINNATI REDS COMMUNITY FUND | ||||||||
| 100 JOE NUXHALL WAY | CINCINNATI | OH | 45202 | 311790195 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| CORNERSTONE HOSPICE FOUNDATION | ||||||||
| 2445 LANE PARK ROAD | TAVARES | FL | 32778 | 592330114 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| FAIR HAVEN RESCUE MISSION | ||||||||
| PO BOX 761 260 PIKE STREET | COVINGTON | KY | 41012 | 311099653 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| FOOD FOR THE POOR INC | ||||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 330979970 | 592174510 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | 310537174 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| MERCY HEALTH FOUNDATION | ||||||||
| 4777 E GALBRAITH RD | CINCINNATI | OH | 45236 | 201072726 | 501(C)(3) | $10,000 | $0 | OUTPATIENT INFUSION CENTER FUND |
| PRISON PROFESSORS ADVOCACY CORPORATION | ||||||||
| 32565 GOLDEN LANTERN B1026 | DANA POINT | CA | 92629 | 852603315 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| TALBERT HOUSE | ||||||||
| 2600 VICTORY PARKWAY | CINCINNATI | OH | 45206 | 310713350 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| THE CHRIST HOSPITAL FOUNDATION | ||||||||
| 2123 AUBURN AVENUE SUITE 528 | CINCINNATI | OH | 45219 | 310538525 | 501(C)(3) | $10,000 | $0 | COVID-19 EMERGENCY RESPONSE SUPPORT AT LIBERTY CAMPUS |
| TRINITY EPISCOPAL CHURCH | ||||||||
| PO BOX 851 | HAMILTON | OH | 450120851 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT | |
| UC FOUNDATION | ||||||||
| PO BOX 19970 | CINCINNATI | OH | 452190970 | 310896555 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH | ||||||||
| 32 WESLEY BLVD | WORTHINGTON | OH | 43085 | 314420544 | 501(C)(3) | $10,000 | $0 | LIGHT THE WAY CAMPAIGN |
| YOUR HUMANE SOCIETY SPCA | ||||||||
| 994 CO RD 529A | LAKE PANASOFFKEE | FL | 33538 | 592999283 | 501(C)(3) | $10,000 | $0 | OPERATING SUPPORT |
| ANIMAL ADOPTION FOUNDATION | ||||||||
| 2480 ROSS MILLVILLE RD | HAMILTON | OH | 45013 | 311378848 | 501(C)(3) | $9,175 | $0 | OPERATING SUPPORT |
| PAWS ADOPTION CENTER | ||||||||
| 6302 CROSSINGS BLVD | MONROE | OH | 45050 | 311000756 | 501(C)(3) | $9,175 | $0 | OPERATING SUPPORT |
| WEST CHESTER HISTORICAL SOCIETY | ||||||||
| 5171 RIALTO ROAD | WEST CHESTER | OH | 45069 | 301011215 | 501(C)(3) | $9,000 | $0 | STATION ROAD SCHOOLHOUSE IMPROVEMENTS |
| CRAZY CATS ANIMAL RESCUE | ||||||||
| 3417 TRASKWOOD CIRCLE | CINCINNATI | OH | 45208 | 813762198 | 501(C)(3) | $8,975 | $0 | OPERATING SUPPORT |
| 1N5 | ||||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | 273346632 | 501(C)(3) | $7,500 | $0 | OPERATING SUPPORT |
| CARING LIKE ANGELS & HEROES | ||||||||
| 9078 UNION CENTRE BLVD SUITE 350 | WEST CHESTER | OH | 45069 | 814246281 | 501(C)(3) | $7,249 | $0 | OPERATING SUPPORT |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)(3) | $6,600 | $0 | OPERATING SUPPORT |
| LAKOTA CENTRAL OFFICE | ||||||||
| 5572 PRINCETON ROAD | HAMILTON | OH | 45011 | 316000897 | 501(C)(3) | $6,130 | $0 | PROGRAMMING IN LAKOTA LOCAL SCHOOLS |
| REACH OUT LAKOTA | ||||||||
| PO BOX 362 | WEST CHESTER | OH | 450710362 | 311356940 | 501(C)(3) | $6,050 | $0 | PANTRY ITEMS/COVID-19 EMERGENCY ASSISTANCE |
| CATHOLIC RELIEF SERVICES | ||||||||
| PO BOX 17152 | BALTIMORE | MD | 212988452 | 135563422 | 501(C)(3) | $6,000 | $0 | OPERATING SUPPORT |
| YWCA OF HAMILTON | ||||||||
| 244 DAYTON STREET | HAMILTON | OH | 45011 | 310537167 | 501(C)(3) | $6,000 | $0 | OPERATING SUPPORT |
| OPERATION RAMP IT UP FOR VETERANS | ||||||||
| 5299 ASPEN VALLEY DR | LIBERTY TWP | OH | 45011 | 364954043 | 501(C)(3) | $5,650 | $0 | OPERATING SUPPORT |
| VILLAGE OF MICHIANA | ||||||||
| 4000 CHEROKEE DRIVE | MICHIANA | MI | 49117 | GOVERNMENT | $5,100 | $0 | OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 85 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INDIVIDUAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 31 | RecipientCnt |
| Cash Grant | $98,190 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS FROM DONOR FUNDS ARE APPROVED BY THE PRESIDENT & CEO AND BY THE BOARD OF DIRECTORS. NO CHECKS FOR GRANTS ARE ISSUED WITHOUT WRITTEN REQUEST AND APPROVAL. ACCOUNTS ARE RECONCILED MONTHLY. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. GRANTS FROM THE COMMUNITY GRANTS FUND ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL AND THEN FUNDS ARE DISBURSED AFTER RECEIPT OF THE SIGNED GRANT AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,553,216 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | (FMV) MARKET QUOTATIONS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES BOARD MEMBERS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND TO REPORT ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARISING DURING THE YEAR REPORT THE CONFLICT AND ABSTAIN FROM DISCUSSIONS AND VOTES CONCERNING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD PERFORMS AN ANNUAL REVIEW FOR ALL EMPLOYEES WHICH INCLUDES A SALARY EVALUATION WHEN SETTING COMPENSATION. THE BOARD REVIEWS AVAILABLE INDUSTRY INFORMATION AND SURVEYS NOT-FOR-PROFIT AGENCIES SIMILAR IN SIZE AND OPERATION IN SOUTHWESTERN OHIO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990, FINANCIAL STATEMENTS AND FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED TO THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -35,988. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
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