THE NORTHERN CINCINNATI FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN CINCINNATI FOUNDATION (EIN 31-1661966)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202002729349300955
- Schema version
- 2019v5.1
- 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 | 2020-09-28T08:48:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 COMMUNITY FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | WEST CHESTER/LIBERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5138745450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8366 PRINCETON-GLENDALE RD NO A2 | 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 | 2020-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNAMARIE REILLY CPA | PreparerPersonNm |
| PTIN | P00431897 | PTIN |
| Phone | 5135791717 | PhoneNum |
| Preparation | 2020-08-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-17 | IPDt |
| IP Tm | 10:38:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 118BA5B20B33318FB5805841247C3EF88EF0327E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A1376AE1DEC0A469859CDB1CC941ADDF6C417E26 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIN CLEMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8366 PRINCETON-GLENDALE RD NO A2 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,475,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCLFOUNDATION.COM | 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 THE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,461,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,031,533 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $137,803 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $144,028 | CYProgramServiceRevenueAmt |
| PY Investment Income | $566,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $954,822 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,978 | PYOtherRevenueAmt |
| CY Other Revenue | $58,280 | CYOtherRevenueAmt |
| PY Total Revenue | $3,276,000 | PYTotalRevenueAmt |
| CY Total Revenue | $3,188,663 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,073,787 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,175,540 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $275,439 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $230,320 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $216,826 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $315,341 | PYOtherExpensesAmt |
| CY Other Expenses | $260,040 | CYOtherExpensesAmt |
| PY Total Expenses | $1,664,567 | PYTotalExpensesAmt |
| CY Total Expenses | $1,665,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,611,433 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,522,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,641,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,748,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,641,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,748,016 | 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 IN WEST CHESTER & LIBERTY TOWNSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,170,867 | ExpenseAmt |
| Grant | $1,053,540 | GrantAmt |
| Revenue | $144,028 | 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 THE RESIDENTS OF WEST CHESTER AND LIBERTY TOWNSHIP. | 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 WEST CHESTER AND LIBERTY TOWNSHIPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,000 | ExpenseAmt |
| Grant | $12,000 | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,000 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| 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 ON MEETING THE BASIC NEEDS OF FOOD, SHELTER, OR HEALTH CARE FOR WOMEN OR CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIP. | 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 | $1,292,867 | 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 | 4 | 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 8366 PRINCETON-GLENDALE ROAD NO A2 | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ERIN CLEMONS | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $79,600 | $0 | $2,388 | |
| NANCY FISTER | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | Yes (X) | $66,000 | $0 | $1,980 | |
| DAN BENHASE | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DAVE BRUNO | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| RAY D'ALONZO | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TOM DASKALAKIS | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| NICK ENGER | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| HELEN FANZ-LEVAY | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GAIL JACKSON-MILLER | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TIM KELLY | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DR CHETNA MITAL | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JEANNE BRAUNS | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| RAY MURRAY | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SETH PRIESTLE | ||||||
| MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| IAN MURRAY | ||||||
| MEMBER & CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM SCHUMACKER | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS XEIL LYONS | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM ZENGE | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,368 | 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 | $77,775 | FundraisingAmt |
| All Other Contributions | $1,953,758 | AllOtherContributionsAmt |
| Noncash Contributions | $1,159,234 | NoncashContributionsAmt |
| Total Contributions | $2,031,533 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $144,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,028 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $144,028 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,385 | TotalRevenueColumnAmt |
| Exclusion | $289,385 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,856,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,191,033 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,437 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,437 | TotalRevenueColumnAmt |
| Exclusion | $665,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $154,284 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $77,775 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $96,004 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,280 | TotalRevenueColumnAmt |
| Exclusion | $58,280 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,188,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,028 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,013,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,675 | TotalAmt |
| Program Services | $1,109,675 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,865 | TotalAmt |
| Program Services | $65,865 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,968 | TotalAmt |
| Program Services | $52,488 | ProgramServicesAmt |
| Management And General | $29,994 | ManagementAndGeneralAmt |
| Fundraising | $67,486 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,570 | TotalAmt |
| Program Services | $21,900 | ProgramServicesAmt |
| Management And General | $12,514 | ManagementAndGeneralAmt |
| Fundraising | $28,156 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530 | TotalAmt |
| Program Services | $536 | ProgramServicesAmt |
| Management And General | $306 | ManagementAndGeneralAmt |
| Fundraising | $688 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,252 | TotalAmt |
| Program Services | $5,688 | ProgramServicesAmt |
| Management And General | $3,250 | ManagementAndGeneralAmt |
| Fundraising | $7,314 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,740 | TotalAmt |
| Program Services | $1,870 | ProgramServicesAmt |
| Management And General | $1,870 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,175 | TotalAmt |
| Management And General | $14,175 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,903 | TotalAmt |
| Management And General | $53,903 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,294 | TotalAmt |
| Management And General | $1,324 | ManagementAndGeneralAmt |
| Fundraising | $3,970 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Fundraising | $25 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,536 | TotalAmt |
| Program Services | $5,111 | ProgramServicesAmt |
| Management And General | $5,314 | ManagementAndGeneralAmt |
| Fundraising | $5,111 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,702 | TotalAmt |
| Management And General | $8,702 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,740 | TotalAmt |
| Program Services | $23,286 | ProgramServicesAmt |
| Management And General | $16,686 | ManagementAndGeneralAmt |
| Fundraising | $17,768 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404 | TotalAmt |
| Fundraising | $1,404 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,139 | TotalAmt |
| Program Services | $1,099 | ProgramServicesAmt |
| Management And General | $628 | ManagementAndGeneralAmt |
| Fundraising | $1,412 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEVELOPMENT/FUNDRAISING | $69,106 | $69,106 | ||
| EQUIPMENT RENTAL & MAIN | $17,830 | $7,132 | $5,349 | $5,349 |
| ORGANIZATIONAL DUES | $7,254 | $7,254 | ||
| MISCELLANEOUS EXPENSE | $2,192 | $2,192 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,900 | TotalAmt |
| Program Services | $1,292,867 | ProgramServicesAmt |
| Management And General | $156,207 | ManagementAndGeneralAmt |
| Fundraising | $216,826 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,114 | BOYAmt |
| EOY | $2,432,917 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,110 | BOYAmt |
| EOY | $56,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,579 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,579 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,593,445 | BOYAmt |
| EOY | $15,258,888 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,641,669 | BOYAmt |
| EOY | $17,748,016 | 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 | $14,509,559 | BOYAmt |
| EOY | $17,691,805 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,110 | BOYAmt |
| EOY | $56,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,641,669 | BOYAmt |
| EOY | $17,748,016 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,641,669 | BOYAmt |
| EOY | $17,748,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,522,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,649,584 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$66,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 | $3,570,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,324,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,560,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,434,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,031,533 | CurrentTaxYearAmt |
| Total | $13,921,241 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,570,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,324,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,560,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,434,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,031,533 | CurrentTaxYearAmt |
| Total | $13,921,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,646,066 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,275,175 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,385 | CurrentTaxYearAmt |
| Total | $1,177,253 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,280 | CurrentTaxYearAmt |
| Total | $555,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,654,014 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $281,831 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 70 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,225,558 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $689,388 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,043,999 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,963,965 | BeginningYearBalanceAmt |
| Contributions | $3,493,696 | ContributionsAmt |
| Investment Earnings Or Losses | $675,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,642,122 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,955 | OtherExpendituresAmt |
| Administrative Expenses | $128,457 | AdministrativeExpensesAmt |
| End Year Balance | $14,250,575 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,921,489 | BeginningYearBalanceAmt |
| Contributions | $3,480,906 | ContributionsAmt |
| Investment Earnings Or Losses | -$247,700 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,900,263 | GrantsOrScholarshipsAmt |
| Other Expenditures | $180,662 | OtherExpendituresAmt |
| Administrative Expenses | $109,805 | AdministrativeExpensesAmt |
| End Year Balance | $12,963,965 | 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 |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,579 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,784,344 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,649,584 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,649,584 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,134,760 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,903 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $53,903 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,188,663 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,677,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,611,997 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,903 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $53,903 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,665,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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). |
| 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 | KEY EVENT | Event1Nm |
| Gross Receipts Event1 | $108,042 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,292 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $36,141 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $15,630 | OtherDirectExpensesEvent1Amt |
| Event2 | SHAMROCK SHUFFLE | Event2Nm |
| Gross Receipts Event2 | $124,017 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $62,025 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $61,992 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $17,318 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $24,615 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,300 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $232,059 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $77,775 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $154,284 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,318 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,756 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,300 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,630 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $96,004 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,280 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANIMAL ADOPTION FOUNDATION | |||||||
| 2480 ROSS MILLVILLE ROAD | HAMILTON | OH | 45013 | 311378848 | 501(C)(3) | $9,000 | OPERATING SUPPORT |
| AMERICAN HEART ASSOCIATION | |||||||
| 5211 MADISON ROAD | CINCINNATI | OH | 45227 | 135613797 | 501(C)(3) | $12,500 | OPERATING SUPPORT |
| BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY | |||||||
| 8749 CINCINNATI-DAYTON ROAD | WEST CHESTER | OH | 45069 | 463631593 | 501(C)(3) | $165,889 | OPERATING SUPPORT |
| CATHOLIC COMMUNITY FOUNDATION FOR ARCHDIOCESE OF CINCINNATI | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | 465162928 | 501(C)(3) | $20,000 | GENERAL DONATION |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| PO BOX 5202 | CINCINNATI | OH | 45201 | 310833936 | 501(C)(3) | $153,645 | GENERAL DONATION |
| FAMILY PROMISE OF BUTLER COUNTY | |||||||
| PO BOX 95 | HAMILTON | OH | 45011 | 472155537 | 501(C)(3) | $8,120 | FAMILY PROMISE/BUTLER COUNTY FAMILY TRANSPORTATION |
| FREESTORE FOOD BANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | 311670386 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | 311206047 | 501(C)(3) | $20,000 | FRANCIS FUND AND ENDOWMENT |
| HOPEWELL JUNIOR PTSO | |||||||
| 8200 COX ROAD | CINCINNATI | OH | 45069 | 900014284 | 501(C)(3) | $8,400 | ID PROJECT |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | |||||||
| 644 LINN STREET STE 1024 | CINCINNATI | OH | 45203 | 344471442 | 501(C)(3) | $10,000 | PROGRAMMING IN LAKOTA SCHOOLS |
| KEN ANDERSON ALLIANCE | |||||||
| 11260 CHESTER ROAD SUITE 530 | CINCINNATI | OH | 45246 | 474308747 | 501(C)(3) | $40,100 | TO SUPPORT ANNUAL CAMPAIGN |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED (LADD) | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | 310894923 | 501(C)(3) | $15,100 | GENERAL DONATION |
| PAWS ADOPTION CENTER | |||||||
| 6302 CROSSINGS BLVD | MONROE | OH | 45050 | 311000756 | 501(C)(3) | $11,000 | OPERATING SUPPORT |
| REACH OUT LAKOTA | |||||||
| PO BOX 362 | WEST CHESTER | OH | 45071 | 311356940 | 501(C)(3) | $13,850 | DISCRETIONARY GRANT - OPERATING SUPPORT |
| RONALD MCDONALD HOUSE - GREATER CINCINNATI | |||||||
| 341 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | 310965333 | 501(C)(3) | $15,139 | SALAD BAR SUPPLIES FOR EXPANSION KITCHEN |
| ST GABRIEL PARISH | |||||||
| 48 WEST SHARON AVENUE | CINCINNATI | OH | 45246 | 310538542 | 501(C)(3) | $10,000 | PARISH SUPPORT AND SPECIAL COLLECTIONS |
| ST SUSANNA CATHOLIC CHURCH | |||||||
| 616 READING ROAD | MASON | OH | 45040 | 310537156 | 501(C)(3) | $10,000 | STEWARDSHIP GIFT |
| SUMMIT CHURCH OF CHRIST | |||||||
| 6015 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | 020575630 | 501(C)(3) | $12,000 | GENERAL DONATION |
| VOICE OF AMERICA MUSEUM OF BROADCASTING | |||||||
| 8070 TYLERSVILLE ROAD | WEST CHESTER | OH | 45069 | 753040686 | 501(C)(3) | $35,000 | VOA/METROPARKS MUSEUM CONNECTOR |
| WESLEY CHAPEL MISSION CENTER | |||||||
| PO BOX 141031 | CINCINNATI | OH | 45250 | 316059871 | 501(C)(3) | $5,000 | AFTER SCHOOL PROGRAM |
| WEST CHESTER TOWNSHIP | |||||||
| 9113 CINCINNATI-DAYTON ROAD | WEST CHESTER | OH | 45069 | 316010106 | GOVERNMENT | $20,862 | TAKEOVER CONCERTS |
| WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH | |||||||
| 32 WESLEY BLVD | WORTHINGTON | OH | 43085 | 314420544 | 501(C)(3) | $10,000 | LIGHT THE WAY CAMPAIGN |
| YMCA CAMP CAMPBELL GARD | |||||||
| 4803 AUGSPURGER ROAD | HAMILTON | OH | 45011 | 310536719 | 501(C)(3) | $12,000 | 1 WEEK OF OVERNIGHT CAMP FOR 25 CAMPERS |
| 3 LITTLE HALOS SAFETY TOWN INC | |||||||
| 5817 OLD FOREST LANE | WEST CHESTER | OH | 45069 | 831270425 | 501(C)(3) | $34,651 | GRANT RESEARCH AND ACCOUNTING SERVICES |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | 521623781 | 501(C)(3) | $25,000 | OPERATING SUPPORT |
| BEECH ACRES PARENTING CENTER | |||||||
| 6881 BEECHMONT AVE | CINCINNATI | OH | 45230 | 310536663 | 501(C)(3) | $20,100 | GENERAL DONATION |
| CANCER FAMILY CARE | |||||||
| 4970 RED BANK ROAD 128 | MARIEMONT | OH | 45227 | 310805286 | 501(C)(3) | $40,000 | OPERATING SUPPORT |
| CARING LIKE ANGELS & HEROES | |||||||
| 9078 UNION CENTRE BLVD SUITE 350 | WEST CHESTER | OH | 45069 | 814246281 | 501(C)(3) | $8,378 | TO SUPPORT THE ANGEL FUND |
| CINCINNATI COMMUNITY TOOLBANK INC | |||||||
| 2001 CENTRAL AVE | CINCINNATI | OH | 45214 | 452469360 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| CINCINNATI LAB RESCUE | |||||||
| PO BOX 30561 | CINCINNATI | OH | 45230 | 453860207 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| CITY GOSPEL MISSION | |||||||
| 1805 DALTON AVENUE | CINCINNATI | OH | 45214 | 310538515 | 501(C)(3) | $15,000 | OPERATING SUPPORT |
| DEPAUL CRISTO REY HIGH SCHOOL | |||||||
| 1133 CLIFTON HILLS AVENUE | CINCINNATI | OH | 45220 | 272417727 | 501(C)(3) | $12,500 | GENERAL DONATION |
| DOWN SYNDROME ASSOCIATION OF GREATER CINCINNATI | |||||||
| 4623 WESLEY AVE STE A | NORWOOD | OH | 45212 | 311051378 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| KID LOVE FOUNDATION INC | |||||||
| 5879 OWL NEST DR | WEST CHESTER | OH | 45069 | 831923634 | 501(C)(3) | $5,271 | OPERATING SUPPORT |
| LAKOTA CENTRAL OFFICE | |||||||
| 5572 PRINCETON ROAD | HAMILTON | OH | 45011 | 316000897 | 501(C)(3) | $13,877 | WOMEN OF EXCELLENCE |
| LAKOTA ROBOTICS LLC | |||||||
| 6123 DAWSON DRIVE | LIBERTY TOWNSHIP | OH | 45044 | 831757990 | 501(C)(3) | $43,455 | JOB/LIFE SKILLS PROGRAM |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | 311348100 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| MELODIC CONNECTIONS | |||||||
| 6940 PLAINFIELD RD | CINCINNATI | OH | 45236 | 263815913 | 501(C)(3) | $25,000 | OPERATING SUPPORT |
| MERCY HEALTH FOUNDATION | |||||||
| 4777 E GALBRAITH RD | CINCINNATI | OH | 45236 | 201072726 | 501(C)(3) | $10,000 | EXPERIENCE ENRICHMENT FUND AND BEN JACKSON FUND |
| OAK HILLS ATHLETIC BOOSTERS INC | |||||||
| PO BOX 58451 | CINCINNATI | OH | 45258 | 311089405 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| OPTIM-ALL SERVICES INC | |||||||
| 809 BRADFORD CT | CINCINNATI | OH | 45233 | 811273771 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| OUR LADY OF SORROWS CATHOLIC CHURCH | |||||||
| 330 LEBANON STREET | MONROE | OH | 45050 | 616306882 | 501(C)(3) | $12,000 | PARISH SUPPORT |
| RUAH WOODS | |||||||
| 6675 WESSELMAN RD | CINCINNATI | OH | 45248 | 262221421 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| SLEEP IN HEAVENLY PEACE - BUTLER COUNTY CHAPTER | |||||||
| PO BOX 1322 | MONROE | OH | 45050 | 464346568 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| ST MAXIMILIAN KOLBE PARISH | |||||||
| 5720 HAMILTON MASON RD | LIBERTY TOWNSHIP | OH | 45011 | 311275691 | 501(C)(3) | $10,000 | TOGETHER WE GROW |
| ST VINCENT DE PAUL | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | 310430560 | 501(C)(3) | $12,000 | GENERAL CONTRIBUTION |
| STARK COMMUNITY FOUNDATION | |||||||
| 400 MARKET AVENUE NORTH STE 200 | CANTON | OH | 44702 | 340943665 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| THE CHRIST HOSPITAL FONDATION | |||||||
| 2123 AUBURN AVENUE SUITE 528 | CINCINNATI | OH | 45219 | 310538525 | 501(C)(3) | $10,000 | UNRESTRICTED SUPPORT |
| USS CINCINNATI COMMISSIONING FOUNDATION | |||||||
| PO BOX 976 | CINCINNATI | OH | 45201 | 352640528 | 501(C)(3) | $10,000 | GENERAL DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | 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 | 37 | RecipientCnt |
| Cash Grant | $65,865 | 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 | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,159,234 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (6 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 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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