2021-11-04T16:49:34-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2020-01-01 341713261 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION FIND 4194251100 101 W SANDUSKY STREET NO 207 FINDLAY OH 45840 RICHARD BROWN CHIEF FINANCIAL OFFICER 4194251100 2021-11-02 1 RICHARD BROWN 999009999 ANDREW SMITH CPA P01518894 3096714500 2021-11-02 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN TREECE 101 W SANDUSKY STREET NO 207 FINDLAY OH 45840 36218720 0 X WWW.COMMUNITY-FOUNDATION.COM X 1988 OH THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE IN HANCOCK COUNTY BY PARTNERING WITH DONORS IN THEIR PHILANTHROPIC GIVING, ENGAGING IN COLLABORATIVE LEADERSHIP AND RESPONSIBLE GRANTMAKING. 9 9 15 199 9619 0 4536379 3547661 0 0 1040664 2416987 77891 75032 5654934 6039680 3835098 3759875 0 0 1022725 1148769 0 0 560827 958962 991014 5816785 5899658 -161851 140022 137898663 155226044 9900560 10195162 127998103 145030882 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE IN HANCOCK COUNTY BY PARTNERING WITH DONORS IN THEIR PHILANTHROPIC GIVING, ENGAGING IN COLLABORATIVE LEADERSHIP AND RESPONSIBLE GRANTMAKING. 0 0 3242581 2487263 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. MANY OF THE ORGANIZATION'S GRANTS ARE DETERMINED BY THE CHARITABLE INTERESTS OF THE ORGANIZATION'S DONORS. 680874 638376 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. 666996 634236 COLLECTIVE IMPACT:COLLECTIVE IMPACT IS A SYSTEMS LEVEL STRATEGY FOR SOLVING COMPLEX COMMUNITY ISSUES AND IS A PRIORITY STRATEGY FOR THE FOUNDATION. LOCAL COALITIONS FOCUSED ON COLLECTIVE IMPACT INCLUDE WORKFORCE, HOUSING, TRANSPORTATION, FOOD SECURITY, HEALTH, MENTAL HEALTH/SUBSTANCE USE, SAFETY/ABUSE AND LITERACY. THE CENTER FOR CIVIC ENGAGEMENT (CCE) PROVIDES BACKBONE SUPPORT FOR COALITIONS/COLLECTIVE IMPACT TO ENSURE THAT THE EFFORTS ARE ALIGNED AND INTEGRATED. GRANTS ARE AWARDED TO SUPPORT THE WORK OF THE CCE AND COALITION PROGRAMS. 4590451 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 24 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 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 KATHERINE KREUCHAUF FORMER PRESIDENT (THRU 12/31) 40.00 4.00 X 167204 0 25455 KAREN SMITH FORMER CFO (THRU 07/31) 40.00 X 89445 0 10938 BRIAN TREECE PRESIDENT (BEG 11/02) 40.00 4.00 X 104161 0 13399 RICHARD BROWN CHIEF FINANCIAL OFFICER (BEG 07/07) 40.00 X 65750 0 0 426560 0 49792 2 0 1 0 0 3547661 334135 3547661 3110702 9619 3101083 29485325 30179040 -693715 -693715 -693715 ADMINISTRATIVE FEES 541200 71408 71408 MISCELLANEOUS INCOME 900099 3624 3624 75032 6039680 75032 9619 2407368 3759875 3759875 476352 204831 123852 147669 540419 232380 140509 167530 42416 18239 11028 13149 20187 8680 5249 6258 69395 29840 18043 21512 1658 713 431 514 31244 21558 9686 321104 321104 158046 67960 41092 48994 70730 70730 30848 13265 8020 9563 49809 21418 12950 15441 61446 26422 15976 19048 338 145 88 105 763 328 198 237 39678 39678 12328 5301 3205 3822 12726 7324 5402 PROGRAMS & INITIATIVES 132015 132015 MISCELLANEOUS EXPENSE 25803 11095 6709 7999 MEMBERSHIP & DUES 21939 9434 5704 6801 STAFF DEVELOPMENT 20539 8832 5340 6367 5899658 4590451 748380 560827 907614 372515 2717585 3096467 194275 99070 48805 42641 3770 9074 277259 111307 173871 165952 98217292 119233712 35635451 32148150 0 58463 137898663 155226044 23146 19147 615123 394000 1747140 1483341 7515151 8298674 9900560 10195162 X 127243406 144314711 754697 716171 127998103 145030882 137898663 155226044 X 140022 16823834 58549 10374 X X 0 1 X 1 0 X 659596 2840494 3236650 4536379 3547661 14820780 659596 2840494 3236650 4536379 3547661 14820780 3035895 11784885 2963180 3978780 4640594 3864249 3110702 18557505 66629 54582 59192 77891 75032 333326 33711611 0.34960 0.37870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 65,591. 2017 AMOUNT: $ 54,582. 2018 AMOUNT: $ 59,192. 2019 AMOUNT: $ 77,891. 2020 AMOUNT: $ 75,032. PROGRAM SERVICE REVENUE - 2016 AMOUNT: $ 1,038. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 535327 1373066 20463867 1 1 126429679 3351417 20149668 5507048 -10731 144434447 107086388 2939469 21157450 4752132 1496 126429679 118309275 2260143 -8837895 4644143 992 107086388 104110928 2686427 16955104 5438111 5073 118309275 92228035 10220679 6957596 3787471 1507911 104110928 0.03620 0.96276 0.00104 0 0 99761 99761 151131 84940 66191 7692 7692 0 18675 18675 0 165952 PRIVATE EQUITY FUNDS 19316827 F EXCHANGE TRADED FUNDS 12831323 F 32148150 ANNUITY PAYABLE 71180 FUNDS HELD FOR AGENCIES 8203066 PPP LOAN 24428 8298674 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 12876490 0 0 0 0 0 0 12876490 0 12876490 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 50 NORTH 339 E MELROSE AVE FINDLAY OH 45840 237083593 501(C)(3) 124644 N/A N/A SUPPORTING THE EMERGENCY RESPONSE SYSTEMS FOR OLDER ADULTS ALL SAINTS PARISH 39 N PERRY STREET PO BOX 89 NEW RIEGEL OH 44853 721597319 501(C)(3) 10000 N/A N/A SUPPORT AMERICAN CENTER LAW & JUSTICE PO BOX 90555 WASHINGTON DC 20090 541586817 501(C)(3) 5000 N/A N/A SUPPORT ARCADIA LOCAL SCHOOLS 19033 SR 12 ARCADIA OH 44804 346401501 170(C)(1) 11500 N/A N/A PROVIDING EARLY LITERACY MENTORING SUPPORT ARLINGTON LOCAL SCHOOLS 336 SOUTH MAIN STREET ARLINGTON OH 45814 346400064 170(C)(1) 12498 N/A N/A PROVIDING EARLY LITERACY MENTORING SUPPORT ARTS PARTNERSHIP OF GREATER HANCOCK COUNTY 618 S MAIN ST FINDLAY OH 45840 341278627 501(C)(3) 31590 N/A N/A GENERAL SUPPPORT BILLY GRAHAM EVANGELISTIC ASSOCIATION 1 BILLY GRAHAM PARKWAY CHARLOTTE NC 28201 410692230 501(C)(3) 5000 N/A N/A SUPPORT BLANCHARD VALLEY CENTER 1700 E SANDUSKY ST FINDLAY OH 45840 346400608 501(C)(3) 23762 N/A N/A SUPPORT, CARE, REPAIR, AND MAINTENANCE OF THE RESIDENT FACILITIES BLANCHARD VALLEY HEALTH FOUNDATION 1900 S MAIN ST FINDLAY OH 45840 341370522 501(C)(3) 17545 N/A N/A PEDIATRIC PROGRAM CHOPIN HALL 1800 N BLANCHARD STREET SUITE 125 FINDLAY OH 45840 341440664 501(C)(3) 30000 N/A N/A SUPPORT CANCER PATIENT SERVICES 1800 N BLANCHARD STREET FINDLAY OH 45840 344491513 501(C)(3) 24617 N/A N/A SUPPORT CASAGAL OF HANCOCK COUNTY 211 1/2 EAST FRONT STREET FINDLAY OH 45840 341776015 501(C)(3) 6075 N/A N/A SUPPORT CATHOLIC CHARITIES DIOCESE OF TOLEDO INC 1933 SPIELBUSCH AVE TOLEDO OH 43604 344428254 501(C)(3) 15000 N/A N/A HELPING HANDS - ST. LOUIS PROJECT CHERRY STREET MISSION 105 17TH ST TOLEDO OH 43604 341133369 501(C)(3) 15000 N/A N/A TRADE SCHOOL PROJECT CHILDRENS MENTORING CONNECTION OF HANCOCK COUNTY 305 E LINCOLN STREET FINDLAY OH 45840 341151270 501(C)(3) 6075 N/A N/A SUPPORT CHOSEN PEOPLE MINISTRIES 241 E 51ST STREET NEW YORK NY 10022 131659171 501(C)(3) 5000 N/A N/A SUPPORT CHRIST LUTHERAN CHURCH 116 W FINDLAY ST CAREY OH 43316 341242936 501(C)(3) 6000 N/A N/A NEW WINDOWS CHRISTIAN CLEARING HOUSE 1800 N BLANCHARD STREET SUITE 107 FINDLAY OH 45840 371756789 501(C)(3) 57272 N/A N/A GENERAL SUPPORT CHURCHES OF GOD GENERAL CONFERENCE PO BOX 926 FINDLAY OH 45839 236424046 501(C)(3) 77000 N/A N/A SUPPORT CITY MISSION OF FINDLAY 510 W MAIN CROSS ST FINDLAY OH 45840 510137853 501(C)(3) 16075 N/A N/A SUPPORT COMPASSION INTERNATIONAL INC 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 362423707 501(C)(3) 5000 N/A N/A SUPPORT FINDLAY AREA YOUTH FOR CHRIST 10111 US RT 224 W PO BOX 514 FINDLAY OH 45840 341033475 501(C)(3) 15000 N/A N/A SUPPORT FINDLAY CITY SCHOOLS 1100 BROAD AVENUE FINDLAY OH 45840 346400447 170(C)(1) 124628 N/A N/A SUPPORT FINDLAY EVANGELICAL FREE CHURCH 2515 HEATHERWOOD DR FINDLAY OH 45840 341611606 501(C)(3) 35000 N/A N/A SUPPORT FINDLAY-HANCOCK COUNTY LIBRARY 206 BROADWAY FINDLAY OH 45840 346400446 501(C)(3) 18178 N/A N/A SUPPORT FIRST LUTHERAN CHURCH 109 E LINCOLN ST FINDLAY OH 45840 344430714 501(C)(3) 10086 N/A N/A SUPPORT FIRST PRESBYTERIAN CHURCH OF FINDLAY 2330 S MAIN ST FINDLAY OH 45840 344427937 501(C)(3) 64263 N/A N/A GENERAL SUPPORT FRIENDS OF THE FINDLAY HANCOCK COUNTY PUBLIC LIBARY 206 BROADWAY FINDLAY OH 45840 341189089 501(C)(3) 23173 N/A N/A SUPPORT FUND FOR THE COMMON GOOD OF TCF 101 W SANDUSKY STREET SUITE 207 FINDLAY OH 45840 341713261 501(C)(3) 5000 N/A N/A SUPPORT GATEWAY CHURCH 9555 CR 9 FINDLAY OH 45840 030377816 501(C)(3) 10000 N/A N/A SUPPORT HABITAT FOR HUMANITY OF FINDLAYHANCOCK COUNTY 2042 TIFFIN AVENUE FINDLAY OH 45840 581285159 501(C)(3) 125000 N/A N/A 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45840 343400608 501(C)(3) 10000 N/A N/A SUPPORT HANCOCK PARKS FOUNDATION 1424 EAST MAIN CROSS STREET FINDLAY OH 45840 341621283 501(C)(3) 19137 N/A N/A SUPPORT HANCOCK PUBLIC HEALTH 7748 COUNTY ROAD 140 FINDLAY OH 45840 346400608 170(C)(1) 25017 N/A N/A SUPPORT HOLY FAMILY PARISH PO BOX 40 MILLER CITY OH 45864 344445635 501(C)(3) 10000 N/A N/A SUPPORT HOPE HOUSE 1800 N BLANCHARD STREET FINDLAY OH 45840 341655764 501(C)(3) 21075 N/A N/A SUPPORT HUMANE SOCIETY & SPCA OF HANCOCK COUNTY 4550 FOSTORIA AVENUE FINDLAY OH 45840 237254442 501(C)(3) 6075 N/A N/A SUPPORT IN TOUCH MINISTRIES PO BOX 7900 ATLANTA GA 30357 581495310 501(C)(3) 5000 N/A N/A SUPPORT INTERNATIONAL CHRISTIAN SCHOLARSHIP FOUNDATION 32 VIA CAPRI RANCHO PALOS VERDES CA 90275 956048302 501(C)(3) 25000 N/A N/A SUPPORT LIBERTY BENTON LOCAL SCHOOLS 9190 CR 9 FINDLAY OH 45840 346406285 170(C)(1) 15961 N/A N/A EXPANDING EARLY EDUCATION AND LITERACY RESOURCES LUTHERAN SOCIAL SERVICES OF NORTHWESTERN OHIO 2149 COLLINGWOOD BLVD TOLEDO OH 43620 344428225 501(C)(3) 5000 N/A N/A SUPPORT MACKLIN INSTITUTE 15100 BIRCHAVEN LANE FINDLAY OH 43420 300109669 501(C)(3) 26496 N/A N/A SUPPORT MAZZA ENTHUSIASTS UNIVERSITY OF FINDLAY 1000 N MAIN STREET FINDLAY OH 45840 344431169 501(C)(3) 20000 N/A N/A SUPPORT MCCOMB LOCAL SCHOOLS 328 S TODD ST MCCOMB OH 45858 346400859 501(C)(3) 10449 N/A N/A SUPPORT MIRACLE LEAGUE OF FINDLAY 15360 SHORELINE DRIVE THORNVILLE OH 43076 473432261 501(C)(3) 10108 N/A N/A SUPPORT NATIONAL CHRISTIAN FOUNDATION 2875 W DUB GRNVL RD COLUMBUS OH 43235 261625475 501(C)(3) 50000 N/A N/A SUPPORT NEVADA HEALTH CENTERS INC 1799 MT MARIAH DR LAS VEGAS NV 89105 943199117 501(C)(3) 10000 N/A N/A RESTRICTED TO "CARE MOBILE" OPEN ARMS DOMESTIC VIOLENCE AND RAPE CRISIS CENTER PO BOX 496 FINDLAY OH 45839 341308480 501(C)(3) 36075 N/A N/A GENERAL SUPPORT PROCLAIM HOPE PO BOX 770 NEW PROVIDENCE NJ 07974 411635421 501(C)(3) 35000 N/A N/A SUPPORT RAISE THE BAR HANCOCK COUNTY 123 E MAIN CROSS ST FINDLAY OH 45840 812947202 501(C)(3) 8073 N/A N/A SUPPORT RIVERDALE LOCAL SCHOOLS 20613 OH-37 MT BLANCHARD OH 45867 346408690 170(C)(1) 10294 N/A N/A SUPPORT RONALD MCDONALD HOUSE CHARITIES OF GREATER LAS VEGAS INC 2323 POTOSI STREET LAS VEGAS NV 89146 943108570 501(C)(3) 5000 N/A N/A SUPPORT SALVATION ARMY 301 CENTER STREET FINDLAY OH 45840 135562351 501(C)(3) 51075 N/A N/A SUPPORT SPECTRUM OF FINDLAY 521 S MAIN STREET 407 FINDLAY OH 45840 371642756 501(C)(3) 67500 N/A N/A SUPPORT ST JOHN THE BAPTIST 5153 N SUMMIT ST TOLEDO OH 43611 371606607 501(C)(3) 10000 N/A N/A SUPPORT ST ANDREW'S UNITED METHODIST CHURCH 120 W SANDUSKY STREET FINDLAY OH 45840 344431171 501(C)(3) 16500 N/A N/A SUPPORT ST JOHN'S EVANGELICAL LUTHERAN CHURCH 1701 TIFFIN AVE FINDLAY OH 45840 340908057 501(C)(3) 19688 N/A N/A SUPPORT ST MICHAEL THE ARCHANGEL CATHOLIC PARISH 750 BRIGHT ROAD FINDLAY OH 45840 344434729 501(C)(3) 5500 N/A N/A SUPPORT ST PAUL'S UNITED METHODIST CHURCH 218 E SANDUSKY STREET FINDLAY OH 45840 346401265 501(C)(3) 14400 N/A N/A SUPPORT SUMMIT CHURCH 48 BROOKFIELD OAKS DR SUITE A GREENVILLE SC 29607 010882313 501(C)(3) 5000 N/A N/A SUPPORT THE FOUNDATION OF GREAT LAKES GENERAL CONFERENCE 700 E MELROSE AVENUE FINDLAY OH 45840 311610743 501(C)(3) 60000 N/A N/A SUPPORT THE VOICE OF MARTYRS 1815 SE BISON ROAD BARTLESVILLE OK 74006 731395057 501(C)(3) 5000 N/A N/A SUPPORT TREVECCA NAZARENE UNIVERSITY 333 MURFREESBORO PIKE NASHVILLE TN 37210 620497990 501(C)(3) 9500 N/A N/A SUPPORT UNITED WAY 245 STANFORD PARKWAY FINDLAY OH 45840 346408694 501(C)(3) 70308 N/A N/A SUPPORT UNIVERSITY OF FINDLAY 1000 N MAIN STREET FINDLAY OH 45840 344431169 501(C)(3) 50656 N/A N/A GENERAL SUPPORT UNIVERSITY OF FINDLAY MAZZA MUSEUM 1000 N MAIN STREET FINDLAY OH 45840 344431169 501(C)(3) 50000 N/A N/A SUPPORT UNIVERSITY OF TOLEDO 2801 BANCROFT ST TOLEDO OH 43606 346401483 501(C)(3) 9500 N/A N/A SUPPORT VAN BUREN ELEMENTARY SCHOOL 301 S MAIN STREET VAN BUREN OH 45889 346401489 170(C)(1) 11500 N/A N/A SUPPORT WBGU-TV 245 TROUP AVENUE BOWLING GREEN OH 43403 346007199 501(C)(3) 56075 N/A N/A SUPPORT WELCOME TO A NEW LIFE 2447 TIFFIN AVENUE PMB 105 FINDLAY OH 45840 832662972 501(C)(3) 19000 N/A N/A SUPPORT WEST OHIO FOOD BANK PO BOX 1566 LIMA OH 45802 341587528 501(C)(3) 39016 N/A N/A SUPPORT YMCA 300 E LINCOLN STREET FINDLAY OH 45840 344428263 501(C)(3) 35205 N/A N/A GENERAL SUPPORT 73 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. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 KATHERINE KREUCHAUF FORMER PRESIDENT (THRU 12/31) 157095 0 10109 0 0 0 6955 0 18500 0 192659 0 0 0 X 9 334135 STOCK MARKET 0 1 1 FORM 990, PART VI, SECTION A, LINE 3 THE FINANCE AND INVESTMENT COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD WHEN HIRING AND/OR REMOVING INVESTMENT MANAGERS. 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 CHIEF FINANCIAL OFFICER AND/OR THE PRESIDENT. 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 TO ANYONE WHO REQUESTS THEM. 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 643. RETURNED GRANTS 9,731. 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 AUDITORS HAVE 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 53376 CASH THE HANCOCK PROPERTIES FOUNDATION R 279048 CASH