ST CLAIR FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ST CLAIR FOUNDATION (EIN 23-7126102)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-22
IRS object ID
202133569349300608
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-12-22T08:46:28-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237126102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST CLAIR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JACQUELINE MANLEYInCareOfNm
Business Name ControlSTCLBusinessNameControlTxt
Phone5139321414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 59AddressLine1Txt
CityLebanonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE MANLEYPersonNm
Person TitleSVPPersonTitleTxt
Phone5139321414PhoneNum
Signature2021-12-22SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACQUELINEPersonFirstNm
Person LastMANLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1LCNB NATIONAL BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 59AddressLine1Txt
CityLEBANONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$678,309GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionCOMMUNITY FOUNDATIONActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$131,733PYContributionsGrantsAmt
CY Contributions Grants$424,993CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$43,411PYInvestmentIncomeAmt
CY Investment Income$54,773CYInvestmentIncomeAmt
PY Other Revenue-$3,033PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$172,111PYTotalRevenueAmt
CY Total Revenue$479,766CYTotalRevenueAmt
PY Grants And Similar Paid$132,766PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$484,056CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,025PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,715CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$28,756CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,756CYTotalFundraisingExpenseAmt
PY Other Expenses$705PYOtherExpensesAmt
CY Other Expenses$639CYOtherExpensesAmt
PY Total Expenses$144,496PYTotalExpensesAmt
CY Total Expenses$526,166CYTotalExpensesAmt
PY Revenues Less Expenses$27,615PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$46,400CYRevenuesLessExpensesAmt
Total Assets BOY$1,661,605TotalAssetsBOYAmt
Total Assets EOY$1,615,122TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,661,605NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,615,122NetAssetsOrFundBalancesEOYAmt
MissionCOMMUNITY FOUNDATIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Grant$484,056GrantAmt
DescCOMMUNITY FOUNDATIONDesc
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LCNB NATIONAL BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5139321414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 NORTH BROADWAYAddressLine1Txt
CityLEBANONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtInstitutional TrusteeInstitutionalTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LCNB NATIONAL BANK
TRUSTEE4.000Yes (X)$12,715$0$0
JOHN DEVILBISS
PRESIDENT1.000$0$0$0Yes (X)
B DALE HARRISON
VICE PRESIDENT1.000$0$0$0Yes (X)
ROSEMARY WEBSTER
SECRETARY TREASURER1.000$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,715TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$424,993AllOtherContributionsAmt
Total Contributions$424,993TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,769TotalRevenueColumnAmt
Exclusion$39,769ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$213,547SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$198,543SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$15,004SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,004TotalRevenueColumnAmt
Exclusion$15,004ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$479,766TotalRevenueColumnAmt
Exclusion$54,773ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$474,560TotalAmt
Program Services$474,560ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$9,496TotalAmt
Program Services$9,496ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,715TotalAmt
Management And General$12,715ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$28,756TotalAmt
Fundraising$28,756FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAX WITHHELD$629$629
ADR FEE$10$10

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$526,166TotalAmt
Program Services$484,056ProgramServicesAmt
Management And General$13,354ManagementAndGeneralAmt
Fundraising$28,756FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,661,605BOYAmt
EOY$1,615,122EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,661,605BOYAmt
EOY$1,615,122EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,661,605BOYAmt
EOY$1,615,122EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,661,605BOYAmt
EOY$1,615,122EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,661,605BOYAmt
EOY$1,615,122EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$46,400ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$83OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,733CurrentTaxYearMinus1YearAmt
Current Tax Year$424,993CurrentTaxYearAmt
Total$911,800TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,733CurrentTaxYearMinus1YearAmt
Current Tax Year$424,993CurrentTaxYearAmt
Total$911,800TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$911,800PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,693CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,648CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,249CurrentTaxYearMinus1YearAmt
Current Tax Year$39,769CurrentTaxYearAmt
Total$240,141TotalAmt
FieldValueIRS element (for citing)
Total Support$1,151,941TotalSupportAmt
Public Support CY1700.79153PublicSupportCY170Pct
Public Support PY1700.87690PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRUEHS & ASSOCIATES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11754 N WASHINGTON Ste 128AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60563ZIPCd
FieldValueIRS element (for citing)
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$28,756RetainedByContractorAmt
Net To Organization-$28,756NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$28,756TotalRetainedByContractorsAmt
Total Net To Organization-$28,756TotalNetToOrganizationAmt
Licensed StatesOHLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
THE DAYTON FOUNDATION
1401 S MAIN ST Ste 100DAYTONOH45409316027287501c3$73,000$0GENERAL SUPPORT
EATON COMMUNITY SCHOOLS
1219 US 35 EASTEATONOH45320501c3$376,982$0GENERAL SUPPORT
EATON METHODIST CHURCH
120 N MAPLE STEATONOH45320501c3$24,578$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient5RecipientCnt
Cash Grant$9,496CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceI 2FormAndLineReferenceDesc
ExplanationTRUST OFFICER FOLLOWS UP WITH CHURCH TO ENSURE FUNDS ARE USED APPROPRIATELYExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part VI Line 11bRETURN AVAILABLE FOR REVIEW BY TRUST OFFICER PRIOR TO FILING
Part VI Line 19AVAILABLE UPON REQUEST
Part XI Line 9RETURN OF CAPITAL $431; ADJ CV $(1139); POST CURRENT YR, TAX PRIOR: $917,
Part XI Line 9POST SUBSEQUENT YR, TAX CURRENT ($292)
C, 19GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
11TRUST OFFICER REVIEWS RETURNS PRIOR TO FILING
9ROC $431, ADJ CV $(1139); POSTED CURRENT YR, TAXED PRIOR $917;
9POST SUBSEQUENT YR, TAXED CURRENT $(292)

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