2022-11-08T15:09:30-06:00 2021-12-31 351178661 BLUE & CO LLC 9200 WORTHINGTON RD STE 200 WESTERVILLE OH 43082 990 2021-01-01 340907558 THE VAN WERT COUNTY FOUNDATION VANW 4192381743 138 E MAIN ST VAN WERT OH 45891 SETH BAKER CEO 4192381743 2022-11-07 1 SETH BAKER 999009999 ANGELA N CRAWFORD CPA P00573197 6148852583 2022-11-07 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z SETH BAKER 138 E MAIN ST VAN WERT OH 45891 23062785 0 X WWW.VANWERTCOUNTYFOUNDATION.ORG X 1925 OH THE MISSION IS TO RECEIVE AND INVEST CONTRIBUTIONS TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY A DONOR. THE VAN WERT COUNTY FOUNDATION TRANSFORMS QUALITY OF LIFE BY SUPPORTING PURPOSEFUL ENDOWMENTS, INSPIRING COLLECTIVE GROWTH, AND BUILDING INITIATIVES FOR THE FUTURE. 15 15 13 15 0 0 2886957 2104992 0 0 2624953 2478826 426507 659788 5938417 5243606 3121034 4449810 0 0 514331 488711 0 0 0 357511 449496 3992876 5388017 1945541 -144411 78962754 84063134 2273478 2978105 76689276 81085029 X THE MISSION IS TO RECEIVE AND INVEST CONTRIBUTIONS TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY A DONOR. THE VAN WERT COUNTY FOUNDATION TRANSFORMS QUALITY OF LIFE BY SUPPORTING PURPOSEFUL ENDOWMENTS, INSPIRING COLLECTIVE GROWTH, AND BUILDING INITIATIVES FOR THE FUTURE. 0 0 3606852 3260079 ALLOCATIONS TO CHARITABLE ORGANIZATIONS AND TO GOVERNMENTAL UNITS TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY THE DONOR. 856287 856287 SCHOLARSHIPS PROVIDED TO INDIVIDUALS IN VAN WERT, PAULDING, AND OTHER COUNTIES IN OHIO WHERE THE FOUNDATION HAS SIGNIFICANT INVOLVEMENT MONITORING QUALIFICATIONS. 333444 333444 THE FOUNDATION PROMOTES THE ARTS THROUGH THE SUPPORT OF THE VAN WERT AREA PERFORMING ARTS FOUNDATION WHICH BRINGS PERFORMING ARTS ENTERTAINMENT TO VAN WERT COUNTY AT MULTIPLE VENUES AND ALSO THROUGH POWERING THE SUMMER MUSIC SERIES IN FOUNTAIN PARK IN DOWNTOWN VAN WERT. THE ARTS ARE ALSO PROMOTED BY THE FOUNDATION'S SUPPORT OF THE WASSENBERG ART CENTER, A NOT FOR PROFIT COMMUNITY ART CENTER. THE FOUNDATION FINANCIALLY SUPPORTS FRANKLIN PARK, A COMMUNITY PARK THE FOUNDATION WAS SIGNIFICANTLY INVOLVED IN CREATING AND TO WHICH THE FOUNDATION CONTRIBUTED SIGNIFICANTLY AND HIESTAND WOODS PARK WHICH BOASTS A PARK AREA AND A NATURE PRESERVE.ANOTHER VAN WERT COUNTY FOUNDATION PROGRAM, THE IMPACT PROGRAM, IS AIMED AT INCREASING THE CAPACITY OF NON-PROFIT ORGANIZATIONS SERVING AS AN INFORMATION RESOURCE AND ACTING AS A CATALYST TO ENCOURAGE STRONGER COLLABORATION AMONG NONPROFIT ORGANIZATIONS ENHANCING COLLECTIVE COMMUNITY IMPACT. 4796583 1 1 0 0 0 1 0 1 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X THE ORGANIZATION 4192381743 138 E MAIN ST VAN WERT OH 45891 CHARLES KOCH BOARD CHAIR 1.00 X X 0 0 0 BRIAN RENNER BOARD SECRETARY 1.00 X X 0 0 0 TOM BURENGA TRUSTEE 1.00 X 0 0 0 GARY CLAY TRUSTEE 1.00 X 0 0 0 ANDY CZAJKOWSKI TRUSTEE 1.00 X 0 0 0 LARRY GREVE TRUSTEE 1.00 X 0 0 0 CINDY HURLESS TRUSTEE 1.00 X 0 0 0 THAD LICHTENSTEIGER TRUSTEE 1.00 X 0 0 0 RANDY MYERS TRUSTEE 1.00 X 0 0 0 BILL PURMORT TRUSTEE 1.00 X 0 0 0 TIM STOLLER TRUSTEE 1.00 X 0 0 0 GARY TAYLOR TRUSTEE 1.00 X 0 0 0 TOM TURNWALD TRUSTEE 1.00 X 0 0 0 MARK WHITE TRUSTEE 1.00 X 0 0 0 EVA YARGER TRUSTEE 1.00 X 0 0 0 SETH BAKER CEO 40.00 X 111672 0 9664 MICHAEL HOLLIDAY CFO 40.00 X 3365 0 0 115037 0 9664 1 0 0 0 0 207 2104785 14700 2104992 1213700 1213700 1416948 758463 658485 658485 658485 18325842 17060716 1265126 1265126 1265126 MISCELLANEOUS 900099 1303 1303 1303 5243606 0 0 3138614 3593523 3593523 856287 856287 124701 124701 276696 79547 197149 18830 5279 13551 39741 11124 28617 28743 8059 20684 68050 68050 16171 16171 48091 27400 20691 29868 15265 14603 21519 6456 15063 34543 11524 23019 106879 96191 10688 353 353 8 8 96661 81835 14826 8984 8984 HOSPITALITY/MEALS 7070 1814 5256 MISCELLANEOUS 6911 2054 4857 DUES AND SUBSCRIPTIONS 4013 4013 LICENSES/FEES/PERMITS 225 225 150 150 5388017 4796583 591434 0 212034 6593 301416 0 179982 99853 250506 682064 121509 145240 267379 86618 82018 14425852 1650708 10588444 12775144 62636131 65581429 762379 4540808 0 3678495 27846 78962754 84063134 275007 166851 22280 216108 413 606244 1975778 1988902 2273478 2978105 X 2598202 2662738 74091074 78422291 76689276 81085029 78962754 84063134 X -144411 4307754 232410 X X 0 1 X 1 0 X 2821702 1332070 1474953 2502781 2104992 10236498 2821702 1332070 1474953 2502781 2104992 10236498 2127939 8108559 1868295 1770320 2145775 2238601 2630648 10653639 8217 1303 9520 20899657 0.38800 0.37200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 1551196 1441760 1187366 1 1 27846 X 0 1 4210059 498715 617727 4091047 0 71138002 2349139 6804133 2143294 625497 77522483 63798679 2195834 8604206 2901807 558910 71138002 56848023 974905 10895982 2541241 1845302 533688 63798679 61770910 668398 -2515271 2556412 69340 450262 56848023 54610035 2239349 7868518 2493550 64380 389062 61770910 1.00000 0 0 4428468 365205 4793673 4958712 1065432 678967 5345177 1487365 753317 734048 34041 33150 891 2086629 185274 1901355 12775144 CHARITABLE TRUSTS 4091048 C LIFE INSURANCE 449760 C 4540808 CHARITABLE TRUST LIABILITIES 1988902 1988902 X PART III, LINE 4: SCULPTURES ON THE WASSENBERG ART CENTER PROPERTY FOR THE ENJOYMENT OF THE GENERAL PUBLIC. PART IV, LINE 1B: THE FOUNDATION IS THE TRUSTEE FOR CHARITABLE REMAINDER TRUSTS. THE FOUNDATION HAS A SIGNIFICANT REMAINDER INTEREST IN EACH OF THE CHARITABLE REMAINDER TRUSTS. EACH CHARITABLE REMAINDER TRUST FILES ITS OWN FEDERAL TAX RETURN. PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED SO THAT THE INCOME CAN BE USED TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY DONORS. PART X, LINE 2: THE FOUNDATION IS A CHARITABLE AND EDUCATIONAL ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AS DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(L)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION IS NOT LIABLE FOR TAXES IMPOSED UNDER THE FEDERAL UNEMPLOYMENT TAX ACT AS WELL AS STATE AND LOCAL TAXES. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. 1 BRUMBACK LIBRARY 215 W MAIN ST VAN WERT OH 45891 341682720 GOVT 31141 0 OPERATING GRANT BUSINESS DEVELOPMENT CORPORATION 685 FOX RD SUITE 101 VAN WERT OH 45891 260292725 501(C)(3) 20000 0 OPERATING GRANT CHAMPIONS FIELD INC 1050 SOUTHRIDGE DR DELPHOS OH 45833 853945299 501(C)(3) 10000 0 OPERATING GRANT CITY OF VAN WERT 515 E MAIN ST VAN WERT OH 45891 341521028 GOVT 16702 0 OPERATING GRANT CRESTVIEW HERITAGE BOARD 9193 LINCOLN HIGHWAY VAN WERT OH 45891 320078882 501(C)(3) 5308 0 RELIGIOUS EDUCATION CULVER MILITARY ACADEMY 1300 ACADEMY RD 153 CULVER IN 46511 350868071 501(C)(3) 37133 0 SCHOLARSHIPS FIRST PRESBYTERIAN CHURCH 110 W CRAWFORD ST VAN WERT OH 45891 341081404 501(C)(3) 163985 0 OPERATING GRANT FIRST UNITED METHODIST CHURCH 113 W CENTRAL AVE VAN WERT OH 45891 344451869 501(C)(3) 8368 0 OPERATING GRANT HABITAT FOR HUMANITY OF VAN WERT C 1102 E ERVIN RD VAN WERT OH 45891 341645302 501(C)(3) 12000 0 OPERATING GRANT HUNTINGTON DISEASE SOCIETY OF AMERICA 505 EIGHTH AVE SUITE 902 NEW YORK NY 10018 133349872 501(C)(3) 5252 0 OPERATING GRANT INDIANA WESLEYAN UNIVERSITY 4201 SOUTH WASHINGTON ST MARION IN 46953 350885591 501(C)(3) 6000 0 OPERATING GRANT LIFEWISE ACADEMY PO BOX 702 VAN WERT OH 45891 454002535 501(C)(3) 10308 0 RELIGIOUS EDUCATION LINCOLNVIEW BIBLE BOARD 10125 OLD TILE FACTORY RD VAN WERT OH 45891 271719706 501(C)(3) 5308 0 RELIGIOUS EDUCATION LINCOLNVIEW LOCAL SCHOOLS 15945 MIDDLE POINT RD VAN WERT OH 45891 346408870 GOVT 17500 0 OPERATING GRANT NEW HORIZONS COMMUNITY CHURCH 833 S MAIN ST ROCKFORD OH 45882 341189233 501(C)(3) 20000 0 OPERATING GRANT PHILANTHROPY OHIO 500 SOUTH FRONT ST COLUMBUS OH 43215 311111842 501(C)(3) 6200 0 OPERATING GRANT PROJECT LIFESAVER 815 BATTLEFIELD BLVD SOUTH CHESAPEAKE VA 23322 260000127 501(C)(3) 7630 0 OPERATING GRANT SIGMA CHI FOUNDATION 1714 HINMAN AVE EVANSTON IL 60201 362208386 501(C)(3) 18567 0 OPERATING GRANT THE VAN WERT AREA PERFORMING ARTS FOUNDATION 138 E MAIN ST VAN WERT OH 45891 870753478 501(C)(3) 333444 0 OPERATING GRANT TRINITY UNITED METHODIST CHURCH 220 SOUTH WALNUT ST VAN WERT OH 45891 341081404 501(C)(3) 32650 0 SCHOLARSHIPS VAN WERT CITY SCHOOLS 10708 ST RTE 118 VAN WERT OH 45891 346401505 GOVT 77336 0 OPERATING GRANT VAN WERT CONVENTION AND VISITORS BUREAU 136 E MAIN STREET VAN WERT OH 45891 501(C)(3) 7578 0 OPERATING GRANT VAN WERT COUNTY 4-H 1055 S WASHINGTON ST VAN WERT OH 45891 341213582 501(C)(3) 8000 0 SCHOLARSHIPS VAN WERT COUNTY AGRICULTURAL SOCIETY 1055 S WASHINGTON ST VAN WERT OH 45891 344429710 501(C)(3) 53000 0 OPERATING GRANT VAN WERT COUNTY AIRPORT AUTHORITY 1400 LEESON AVE VAN WERT OH 45891 341232118 GOVT 1205164 0 OPERATING GRANT VAN WERT COUNTY HISTORICAL SOCIETY 602 N WASHINGTON ST VAN WERT OH 45891 346535461 501(C)(3) 10211 0 OPERATING GRANT VAN WERT COUNTY HUMANE SOCIETY 550 FOX ROAD VAN WERT OH 45891 501(C)(3) 141917 0 BUILDING GRANTS VAN WERT HEALTH 1250 S WASHINGTON ST VAN WERT OH 45891 344429514 501(C)(3) 37133 0 OPERATING GRANT VAN WERT ROTARY FOUNDATION 9903 RINGWALD RD MIDDLE POINT OH 45863 346895960 501(C)(3) 21201 0 SCHOLARSHIPS VAN WERT SERVICE CLUB PO BOX 161 VAN WERT OH 45891 501(C)(3) 6000 0 OPERATING GRANT VANTAGE CAREER CENTER 818 N FRANKLIN ST VAN WERT OH 45891 341146218 GOVT 207446 0 OPERATING GRANT VILLAGE OF WREN 106 ST RTE 49 WREN OH 45899 341272974 GOVT 9240 0 OPERATING GRANT WASSENBERG ART ASSOCIATION 214 S WASHINGTON ST VAN WERT OH 45891 341377187 501(C)(3) 53128 0 OPERATING GRANT WEE CARE LEARNING CENTER 10485 VAN WERT DECATUR RD VAN WERT OH 45891 341289855 501(C)(3) 18516 0 OPERATING GRANT WOODLAND CEMETARY 10968 WOODLAND DR VAN WERT OH 45891 GOVT 18567 0 OPERATING GRANT WORLD GOSPEL MISSION PO BOX 948 MARION IN 46952 350911947 501(C)(3) 6540 0 OPERATING GRANT YMCA OF VAN WERT COUNTY 241 W MAIN ST VAN WERT OH 45891 344428264 501(C)(3) 32689 0 OPERATING GRANT 38 0 SCHOLARSHIPS 274 856287 PART I, LINE 2: THE FOUNDATION MAINTAINS EXPENDITURE RESPONSIBILITY FOR ANY GRANT FUNDS AWARDED TO ENTITIES OTHER THAN GOVERNMENTAL UNITS OR 501(C)(3) ORGANIZATIONS. REPORTS AND DOCUMENTATION ARE OBTAINED FROM THESE ENTITIES TO ENSURE FUNDS ARE SPENT ACCORDING TO THE PURPOSE DESIGNATED. FORM 990, PART VI, SECTION A, LINE 2 ANDY CZAJKOWSKI & BRIAN RENNER:BUSINESS RELATIONSHIP CHARLES KOCH & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP CHARLES KOCH & GARY CLAY:BUSINESS RELATIONSHIP EVA YARGER & MARK WHITE:BUSINESS RELATIONSHIP EVA YARGER & CHARLES KOCH:BUSINESS RELATIONSHIP MARK WHITE & LARRY GREVE:BUSINESS RELATIONSHIP MARK WHITE & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP MARK WHITE & GARY CLAY:BUSINESS RELATIONSHIP MARK WHITE & CHARLES KOCH:BUSINESS RELATIONSHIP MARK WHITE & RANDY MYERS:BUSINESS RELATIONSHIP RANDY MYERS & BRIAN RENNER:BUSINESS RELATIONSHIP TOM TURNWALD & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP TOM TURNWALD & CHARLES KOCH:BUSINESS RELATIONSHIP CINDY HURLESS & FRANCIS W PURPORT III:BUSINESS RELATIONSHIP TIM STOLLER & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP TIM STOLLER & LARRY GREVE:BUSINESS RELATIONSHIP TIM STOLLER & TOM TURNWALD:BUSINESS RELATIONSHIP TIM STOLLER & GARY CLAY:BUSINESS RELATIONSHIP TIM STOLLER & GARY TAYLOR:BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE EXECUTIVE SECRETARY PRIOR TO FILING. BEFORE FILING THE 990, THE EXECUTIVE SECRETARY REVIEWS THE 990 WITH THE CPA IN DETAIL. A GENERAL REVIEW IS PERFORMED AT THE BOARD MEETING IN JUNE BY THE FULL GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE TO WHOM THE BOARD OF TRUSTEES HAS DELEGATED POWERS ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLSIH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. COMPLIANCE IS MONITORED AT LEAST ANNUALLY. DISCIPLINARY AND CORRECTIVE ACTION IS TAKEN FOR ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCES AND SALARIES OF ALL EMPLOYEES AND RECOMMENDS ANY SALARY ADJUSTMENTS TO THE BOARD OF TRUSTEES. ANY SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST TO THE TRUSTEES OR EXECUTIVE SECRETARY. COPIES ARE MADE IF REQUESTED. FORM 990, PART XI, LINE 9: CHANGE IN VALUE CRT 205,649. CHANGE IN VALUE LIFE INSURANCE 26,761. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. VAN WERT AREA PERFORMING ARTS FOUNDATION 138 E MAIN ST VAN WERT OH 45891 870753478 PERFORMING ARTS OH 501(C)(3) LINE 12A, I VAN WERT COUNTY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 VAN WERT AREA PERFORMING ARTS FOUNDATION B 333444 FMV VAN WERT AREA PERFORMING ARTS FOUNDATION O 77133 FMV