2021-10-29T08:34:59-05:00 2020-12-31 341205613 MCCRATE DELAET & CO PO BOX 339 SIDNEY OH 453650339 990 2020-01-01 346565194 COMMUNITY FOUNDATION OF SHELBY COUNTY COMM 9374977800 100 S MAIN AVENUE SUITE 202 SIDNEY OH 45365 MARIAN F SPICER EXECUTIVE DIRECTOR 9374977800 2021-10-11 true MARIAN F SPICER 999009999 DONALD C GOETTEMOELLER P00020557 9374923161 2021-10-11 2020 2022-09-23 18:48:47Z COMMUNITY FOUNDATION OF SHELBY COUN DOUGLAS BORCHERS 418 BUCKEYE ST RUSSIA OH 45363 10129716 false X WWW.COMMFOUN.COM X 1952 OH THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. 11 11 6 11 0 2913394 1973317 0 1852856 1079578 442389 506503 5208639 3559398 4910365 1691307 0 271478 300279 0 74916 510477 573679 5692320 2565265 -483681 994133 35602155 39394142 9217316 10074994 26384839 29319148 X THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. false false 895985 703411 SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS 840224 647650 SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY. 532820 340246 SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION 2269029 true true false false false true false false false true true false false false true false false true false false false false false false false false false true true false false false false false false false false false true false false false true true false false false true 5 0 6 true false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true false false false OH X MARIAN SPICER 9374977800 COURTVIEW CENTER SUITE 202 SIDNEY OH 45365 X KURT BARHORST TRUSTEE X 0 0 0 JANICE BENANZER TRUSTEE X 0 0 0 DOUGLAS BORCHERS CHAIR X X 0 0 0 DR KAREN FORTMAN SECRETARY X X 0 0 0 CINDY HELMAN VICE-CHAIR X X 0 0 0 RALPH KEISTER III TRUSTEE X 0 0 0 MICHAEL LOCHARD TRUSTEE X 0 0 0 DAVID MONNIER TREASURER X X 0 0 0 DIANE REISS TRUSTEE X 0 0 0 THE HONORABLE NORMAN SMITH TRUSTEE X 0 0 0 AMY ZORN TRUSTEE X 0 0 0 false false false 11800 1961517 589005 1973317 786594 786594 6863302 6570318 292984 292984 292984 FUND FEE REVENUE 220147 220147 INVESTMENT FEE REVENUE 214701 214701 PROCEEDS FROM PPP LOAN 50727 50727 20928 20928 506503 3559398 506503 1079578 1477932 1477932 213375 213375 97200 32076 33048 32076 154572 36555 89108 28909 29260 8368 14864 6028 19247 5505 9777 3965 976 976 17500 17500 40535 40535 8913 8913 6639 6639 33445 2769 27905 2771 1465 1465 538 538 4666 2332 1167 1167 9566 9566 FUND FEES 204466 204466 INVESTMENT MANAGEMENT FEE 174242 174242 NOTE PMT FOR ASSET IN TRU 54676 54676 DUES & SUBSCRIPTIONS 8838 8838 7214 6309 905 2565265 2269029 221320 74916 18996 37105 3120754 2986876 385308 71179 642 601 143431 81662 66436 61769 32010019 36236612 35602155 39394142 18542 21968 268962 333331 203462 54676 8726350 9665019 9217316 10074994 X 26384839 29319148 26384839 29319148 35602155 39394142 994133 1940176 X false true X true false X 3279194 3749099 2853127 2913394 1973317 14768131 3279194 3749099 2853127 2913394 1973317 14768131 14768131 494917 661124 754918 949757 786594 3647310 18415441 1837836 0.80190 0.83470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84 131 1604907 546737 1144421 288929 12869813 15364172 true true 25227641 344197 2235882 -1297468 -1354074 25156178 21254193 2241831 3620824 -1889207 25227641 22438032 1527738 -1552629 -1158948 21254193 18726156 1729880 2176913 -194917 22438032 17028879 284118 1715958 -302799 18726156 0.50390 0.49610 false false 143431 81662 61769 61769 ASSETS HELD IN TRUST 9665019 9665019 true AGAPE DISTRIBUTIONS PO BOX 808 SIDNEY OH 45365 300224502 3 7149 FOOD PROGRAM ALPHA COMMUNITY CENTER 330 E COURT ST SIDNEY OH 45365 311131824 3 10775 PROGRAM SUPPORT ANGELS OF CHILDHOOD CANCER FOUNDATI PO BOX 451 ANNA OH 45302 814302075 3 10000 PROGRAM SUPPORT ANNA ATHLETIC BOOSTERS PO BOX 376 ANNA OH 45302 311330605 3 14791 PROGRAM SUPPORT ANNA LIBRARY ADVISORY COMMITTEE PO BOX 380 ANNA OH 45302 311124966 3 10099 PROGRAM SUPPORT ANNA RESCUE SQUAD 203 S LINDEN ST ANNA OH 45302 237383382 3 65910 MEDICAL EQUIPMENT ATHENAEUM OF OHIO 6616 BEECHMONT AVE CINCINNATI OH 45230 310537076 3 5750 RELIGIOUS DEVELOPMEN BIG BROTHERS BIG SISTERS PO BOX 885 SIDNEY OH 45365 341262676 3 10327 PROGRAM SUPPORT BOTKINS FIRE DEPARTMENT PO BOX 93 BOTKINS OH 45306 346407906 3 16891 EMERGENCY SERVICES BOTKINS HISTORICAL SOCIETY 403 W STATE ST BOTKINS OH 45306 820800378 3 6005 COMMUNITY SUPPORT BOTKINS LOCAL SCHOOLS 208 N SYCAMORE ST PO BOX 550 BOTKINS OH 45306 346400144 3 6655 EQUIPMENT AND ED DEV BOTKINS MEMORIAL POOL PO BOX 372 BOTKINS OH 45306 341104302 4 9211 GENERAL SUPPORT BOWLING GREEN STATE UNIVERSITY 1001 E WOOSTER ST BOWLING GREEN OH 43403 346402018 3 10100 EDUCATIONAL SUPPORT BRIDGES COMMUNITY ACTION PARTNERSHI 232 N MAIN ST SUITE G MARYSVILLE OH 43040 310718183 3 7425 GENERAL SUPPORT CATHOLIC SOCIAL SERVICES OF MIAMI V 100 S MAIN AVE STE 101 SIDNEY OH 45365 310536645 3 5750 HUMAN SERVICES COMPASSIONATE CARE-SHELBY CO 124 N OHIO AVE SIDNEY OH 45365 208479583 3 23500 MEDICAL SUPPORT ELIZABETH'S NEW LIFE CENTER 359 FORREST AVENUE DAYTON OH 45405 311381901 3 17050 PROGRAM SUPPORT FAITH ALLIANCE CHURCH 06670 NEW KNOXVILLE AVE NEW BREMEN OH 45869 341106194 3 10020 GENERAL SUPPORT FIDELITY INVESTMENTS CHARITABLE GIF PO BOX 770001 CINCINNATI OH 45277 110303001 3 28268 COMMUNITY SUPPORT FIRST PRESBYTERIAN CHURCH 202 N MIAMI AVE SIDNEY OH 45365 344429861 3 7700 RELIGIOUS DEVELOPMEN FT LORAMIE BOOSTER CLUB INC 331 CARDO RD FORT LORAMIE OH 45845 341838547 3 110750 GENERAL SUPPORT FORT RECOVER OHIO COMMUNITY FOUNDAT PO BOX 52 FT RECOVERY OH 45846 311366316 3 6000 COMMUNITY SUPPORT GATEWAY ARTS COUNCIL PO BOX 14 SIDNEY OH 45365 341587606 3 14400 SUPPORT OF THE ARTS HOLY ANGELS CATHOLIC CHURCH 324 S OHIO AVE SIDNEY OH 45365 344459601 3 44700 GENERAL SUPPORT HOLY ANGELS SCHOOL 324 S OHIO AVE SIDNEY OH 45365 344455961 3 13800 EDUCATIONAL SUPPORT HOLY ANGELS SOUP KITCHEN 324 S OHIO AVE SIDNEY OH 45365 344459601 3 6200 GENERAL SUPPORT LEHMAN HIGH SCHOOL 2400 ST MARYS AVE SIDNEY OH 45365 341055864 3 80290 EQUIPMENT AND EDUCAT MIDWEST REGIONAL EDUCATIONAL SERVIC 129 E COURT ST SHELBY COUNTY ANNEX SIDNEY OH 45365 465034225 GOV 17869 EDUCATIONAL SERVICES MORGANS PLACE CEMETARY INC 1254 SR 589 SIDNEY OH 45365 834112553 3 10000 GENERAL SUPPORT NEW CHOICES PO BOX 4182 SIDNEY OH 45365 311105935 3 11700 GENERAL SUPPORT OHIO LIVING 1001 KINGSMILL PKWY COLUMBUS OH 43229 311166164 3 6675 PROGRAM SERVICES OHIO LIVING FOUNDATION 1001 KINGSMILL PKWY COLUMBUS OH 43229 311166164 3 14600 PROGRAM SUPPORT OHIO UNIVERSITY FOUNDATION 307 MCGUFFEY HALL PO BOX 869 ATHENS OH 45701 316402269 3 22250 PROGRAM SUPPORT PETER'S PENSE RELIGIOUS LIBRARY 209 N OHIO AVE SIDNEY OH 45365 341618834 3 5500 RELIGIOUS EDUCATION PHI DELTA THETA FOUNDATION 2 S CAMPUS AVE OXFORD OH 45056 346539803 3 6000 GENERAL SUPPORT RAISE THE ROOF FOR ARTS PO BOX 484 SIDNEY OH 45365 264471913 3 9000 RELEASE OF ASSETS RANDOM ACTS OF CHRISTIAN KINDNESS 3240 REDMOND RD RUSSIA OH 45353 455619221 3 14200 PROGRAM SUPPORT RIGHT TO LIFE OF SHELBY COUNTY PO BOX 72 SIDNEY OH 45365 261118861 3 9000 PROGRAM SUPPORT RUN MINISTRIES PO BOX 6543 VIRGINIA BEACH VA 23456 541563242 3 20000 GENERAL SUPPORT RUSSIA LOCAL SCHOOLS 100 SCHOOL STREET PO BOX 8 RUSSIA OH 45363 346401189 3 7936 CAPITAL IMPROVEMENTS RUSTIC HOPE 3350 SIMON RD RUSSIA OH 45363 463645897 3 16800 GENERAL SUPPORT SACRED HEART OF JESUS CHURCH 9333 ST RT 119 W ANNA OH 45302 341189229 3 10000 RELIGIOUS DEVELOPMEN SHELBY CO ANIMAL RESCUE FOUNDATION 1100 CLEM RD SIDNEY OH 45365 460600682 3 15000 RELEASE OF ASSETS SHELBY COUNTY CASAGAL PO BOX 4187 SIDNEY OH 45365 331190726 3 7200 GENERAL SUPPORT SHELBY COUNTY COMMISSIONERS 129 E COURT ST STE 100 SIDNEY OH 45365 346401342 GOV 9000 GENERAL SUPPORT SHELBY COUNTY HISTORICAL SOCIETY 201 N MAIN AVENUE SIDNEY OH 45365 341317780 3 6580 HISTORY PROGRAMS SHELBY COUNTY LIBRARIES 230 E NORTH ST SIDNEY OH 45365 346401347 3 6769 BUILDING FUNDS SHELBY COUNTY UNITED WAY 121 E NORTH STREET PO BOX 751 SIDNEY OH 45365 344473288 3 19300 COMUNITY SUPPORT SHELBY-SIDNEY BICENTENIAL FUND C/O COMMUNITY FOUNDATION OF SHELBY 100 S MAIN STE 202 SIDNEY OH 45365 346565194 3 27396 GENERAL SUPPORT SIDNEY CITY 201 W POPLAR ST SIDNEY OH 45365 346401348 GOV 8462 ENVIORNMENTAL SIDNEY-SHELBY WORKFORCE PARTNERSHIP 101 S OHIO AVE FLOOR 2 SIDNEY OH 45365 463086586 3 6900 COMMUNITY DEVELOPMEN SIDNEY-SHELBY CO YMCA 300 PARKWOOD DRIVE SIDNEY OH 45365 341631890 3 71138 GENERAL SUPPORT ST BRIGID OF KILDARE CHURCH 7179 AVERY RD PO BOX 3130 DUBLIN OH 43016 311210510 3 5200 GENERAL SUPPORT ST JOHN'S INSTITUTE 4775 S PEARL ST ENGLEWOOD CO 80133 473966731 3 10000 GENERAL SUPPORT ST REMY CHURCH 108 W MAIN STREET RUSSIA OH 45363 344428246 3 18600 RELIGIOUS DEVELOPMEN ST VINCENT DE PAUL SOCIETY PO BOX 44 FT LORAMIE OH 458450044 311011485 C 7500 GENERAL SUPPORT THE OHIO STATE UNIVERSITY FOUNDATIO 1480 W LANE AVE COLUMBUS OH 43221 311145986 3 18750 GENERAL SUPPORT TRINITY CHURCH OF THE BRETHREN 2220 N MAIN ST SIDNEY OH 45365 311087011 3 6000 RELIGIOUS DEVELOPMEN UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 454691236 310536715 3 10250 GENERAL SUPPORT VILLAGE OF ANNA PO BOX 140 ANNA OH 45302 340894539 GOV 5500 GENERAL SUPPORT VILLAGE OF BOTKINS 201 S MILL ST PO BOX 190 BOTKINS OH 45306 346407906 GOV 14550 GENERAL SUPPORT VILLAGE OF DEGRAFF OHIO BOARD OF PUBLIC AFFAIRS OFFICE 107 S MAIN ST DEGRAFF OH 43318 341159380 GOV 7254 PUBLIC SUPPORT VINYARD CHRISTIAN FELLOWSHIP CHURCH 624 TWP RD 55 BELLEFONTAINE OH 43311 341286004 3 21984 RELIGIOUS DEVELOPMEN VIRGINIA EPISCOPAL SCHOOL 400 VES RD LYNCHBURG VA 24503 540506431 3 103166 GENERAL SUPPORT WILMA VALENTINE CHILD CARE CENTER 1200 S CHILDRENS HOME RD SIDNEY OH 45365 311596196 3 36844 GENERAL SUPPORT WILSON HEALTH FOUNDATION 915 W MICHIGAN AVENUE SIDNEY OH 45365 521771615 3 94117 GENERAL SUPPORT EDUCATIONAL SCHOLARSHIPS 170 213375 X 47 589005 false false false 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. 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 DONALD & EVELYN BENSMAN FOUNDATION DONALD & EVELYN BENSMAN FOUNDATION 100 S MAIN AVE 100 S MAIN AVE SIDNEY OH 45365 341936694 GRANTS OH 3 7 N/A false false false true false false false false false false false false false false false false false false false false DONALD & EVELYN BENSMAN FOUNDATION C 89849 CASH DONALD & EVELYN BENSMAN FOUNDATION Q 11050 CASH