2020-09-28T08:48:10-05:00 2019-12-31 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2019-01-01 311661966 THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY COMM 5138745450 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT & CEO 5138745450 2020-09-17 1 ANNAMARIE REILLY CPA P00431897 5135791717 2020-08-26 69.135.99.226 2020-09-17 10:38:59 ED P 118BA5B20B33318FB5805841247C3EF88EF0327E A1376AE1DEC0A469859CDB1CC941ADDF6C417E26 2019 2021-01-29 14:40:06Z ERIN CLEMONS 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 9475700 0 X WWW.WCLFOUNDATION.COM X 1999 OH TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA. 16 16 4 50 0 0 2461830 2031533 137803 144028 566389 954822 109978 58280 3276000 3188663 1073787 1175540 0 0 275439 230320 0 0 216826 315341 260040 1664567 1665900 1611433 1522763 14641669 17748016 0 0 14641669 17748016 X TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE A MORE VIBRANT COMMUNITY IN WEST CHESTER & LIBERTY TOWNSHIP. 0 0 1170867 1053540 144028 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. 100000 100000 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. 12000 12000 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. 10000 10000 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. 10000 10000 1292867 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X NANCY FISTER 5138745450 8366 PRINCETON-GLENDALE ROAD NO A2 WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT & CEO 40.00 X 79600 0 2388 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 66000 0 1980 DAN BENHASE MEMBER 0.50 X 0 0 0 DAVE BRUNO MEMBER 0.50 X 0 0 0 RAY D'ALONZO MEMBER 0.50 X 0 0 0 TOM DASKALAKIS MEMBER 0.50 X 0 0 0 NICK ENGER MEMBER 0.50 X 0 0 0 HELEN FANZ-LEVAY MEMBER 0.50 X 0 0 0 GAIL JACKSON-MILLER MEMBER 0.50 X 0 0 0 TIM KELLY MEMBER 0.50 X 0 0 0 DR CHETNA MITAL MEMBER 0.50 X 0 0 0 JEANNE BRAUNS MEMBER 0.50 X 0 0 0 RAY MURRAY MEMBER 0.50 X 0 0 0 SETH PRIESTLE MEMBER 0.50 X 0 0 0 IAN MURRAY MEMBER & CHAIR 0.50 X X 0 0 0 WILLIAM SCHUMACKER VICE CHAIR 0.50 X X 0 0 0 CHRIS XEIL LYONS SECRETARY 0.50 X X 0 0 0 TOM ZENGE TREASURER 0.50 X X 0 0 0 145600 0 4368 0 0 0 0 0 77775 1953758 1159234 2031533 ADMINISTRATIVE FEES 900099 144028 144028 144028 289385 289385 6856470 6191033 665437 665437 665437 154284 77775 96004 58280 58280 3188663 144028 0 1013102 1109675 1109675 65865 65865 149968 52488 29994 67486 62570 21900 12514 28156 1530 536 306 688 16252 5688 3250 7314 3740 1870 1870 14175 14175 53903 53903 5294 1324 3970 25 25 15536 5111 5314 5111 8702 8702 57740 23286 16686 17768 1404 1404 3139 1099 628 1412 DEVELOPMENT/FUNDRAISING 69106 69106 EQUIPMENT RENTAL & MAIN 17830 5349 5349 7132 ORGANIZATIONAL DUES 7254 7254 MISCELLANEOUS EXPENSE 2192 2192 1665900 1292867 156207 216826 1916114 2432917 66110 56211 32579 32579 0 0 12593445 15258888 66000 0 14641669 17748016 0 0 X 14509559 17691805 132110 56211 14641669 17748016 14641669 17748016 1522763 1649584 -66000 0 X X 0 1 X 1 0 X 3570711 3324129 3560010 1434858 2031533 13921241 3570711 3324129 3560010 1434858 2031533 13921241 2646066 11275175 203398 188175 246318 249977 289385 1177253 180672 116778 89812 109978 58280 555520 15654014 281831 0.72030 0.74970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 1225558 689388 6043999 1 1 14280878 1914508 2748434 1228340 2900 197931 17514649 14066627 2332774 -731695 1126587 55836 204405 14280878 14250575 3454856 1638172 4994187 146510 136279 14066627 12963965 3493696 675448 2642122 111955 128457 14250575 11921489 3480906 -247700 1900263 180662 109805 12963965 1.00000 0.00000 0.00000 0 0 32579 32579 0 0 X 4784344 1649584 1649584 3134760 53903 53903 3188663 1677997 66000 66000 1611997 53903 53903 1665900 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. KEY EVENT 108042 15750 92292 36141 15630 SHAMROCK SHUFFLE 124017 62025 61992 17318 24615 2300 232059 77775 154284 17318 60756 2300 15630 96004 58280 1 ANIMAL ADOPTION FOUNDATION 2480 ROSS MILLVILLE ROAD HAMILTON OH 45013 311378848 501(C)(3) 9000 OPERATING SUPPORT AMERICAN HEART ASSOCIATION 5211 MADISON ROAD CINCINNATI OH 45227 135613797 501(C)(3) 12500 OPERATING SUPPORT BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 8749 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 463631593 501(C)(3) 165889 OPERATING SUPPORT CATHOLIC COMMUNITY FOUNDATION FOR ARCHDIOCESE OF CINCINNATI 100 E 8TH STREET CINCINNATI OH 45202 465162928 501(C)(3) 20000 GENERAL DONATION CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER PO BOX 5202 CINCINNATI OH 45201 310833936 501(C)(3) 153645 GENERAL DONATION FAMILY PROMISE OF BUTLER COUNTY PO BOX 95 HAMILTON OH 45011 472155537 501(C)(3) 8120 FAMILY PROMISE/BUTLER COUNTY FAMILY TRANSPORTATION FREESTORE FOOD BANK 1141 CENTRAL PARKWAY CINCINNATI OH 45202 311670386 501(C)(3) 5000 OPERATING SUPPORT GOOD SAMARITAN HOSPITAL FOUNDATION 375 DIXMYTH AVENUE CINCINNATI OH 45220 311206047 501(C)(3) 20000 FRANCIS FUND AND ENDOWMENT HOPEWELL JUNIOR PTSO 8200 COX ROAD CINCINNATI OH 45069 900014284 501(C)(3) 8400 ID PROJECT JUNIOR ACHIEVEMENT OF OKI PARTNERS 644 LINN STREET STE 1024 CINCINNATI OH 45203 344471442 501(C)(3) 10000 PROGRAMMING IN LAKOTA SCHOOLS KEN ANDERSON ALLIANCE 11260 CHESTER ROAD SUITE 530 CINCINNATI OH 45246 474308747 501(C)(3) 40100 TO SUPPORT ANNUAL CAMPAIGN LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED (LADD) 3603 VICTORY PARKWAY CINCINNATI OH 45229 310894923 501(C)(3) 15100 GENERAL DONATION PAWS ADOPTION CENTER 6302 CROSSINGS BLVD MONROE OH 45050 311000756 501(C)(3) 11000 OPERATING SUPPORT REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45071 311356940 501(C)(3) 13850 DISCRETIONARY GRANT - OPERATING SUPPORT RONALD MCDONALD HOUSE - GREATER CINCINNATI 341 ERKENBRECHER AVENUE CINCINNATI OH 45229 310965333 501(C)(3) 15139 SALAD BAR SUPPLIES FOR EXPANSION KITCHEN ST GABRIEL PARISH 48 WEST SHARON AVENUE CINCINNATI OH 45246 310538542 501(C)(3) 10000 PARISH SUPPORT AND SPECIAL COLLECTIONS ST SUSANNA CATHOLIC CHURCH 616 READING ROAD MASON OH 45040 310537156 501(C)(3) 10000 STEWARDSHIP GIFT SUMMIT CHURCH OF CHRIST 6015 ALEXANDRIA PIKE COLD SPRINGS KY 41076 020575630 501(C)(3) 12000 GENERAL DONATION VOICE OF AMERICA MUSEUM OF BROADCASTING 8070 TYLERSVILLE ROAD WEST CHESTER OH 45069 753040686 501(C)(3) 35000 VOA/METROPARKS MUSEUM CONNECTOR WESLEY CHAPEL MISSION CENTER PO BOX 141031 CINCINNATI OH 45250 316059871 501(C)(3) 5000 AFTER SCHOOL PROGRAM WEST CHESTER TOWNSHIP 9113 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 316010106 GOVERNMENT 20862 TAKEOVER CONCERTS WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH 32 WESLEY BLVD WORTHINGTON OH 43085 314420544 501(C)(3) 10000 LIGHT THE WAY CAMPAIGN YMCA CAMP CAMPBELL GARD 4803 AUGSPURGER ROAD HAMILTON OH 45011 310536719 501(C)(3) 12000 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) 34651 GRANT RESEARCH AND ACCOUNTING SERVICES AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 521623781 501(C)(3) 25000 OPERATING SUPPORT BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVE CINCINNATI OH 45230 310536663 501(C)(3) 20100 GENERAL DONATION CANCER FAMILY CARE 4970 RED BANK ROAD 128 MARIEMONT OH 45227 310805286 501(C)(3) 40000 OPERATING SUPPORT CARING LIKE ANGELS & HEROES 9078 UNION CENTRE BLVD SUITE 350 WEST CHESTER OH 45069 814246281 501(C)(3) 8378 TO SUPPORT THE ANGEL FUND CINCINNATI COMMUNITY TOOLBANK INC 2001 CENTRAL AVE CINCINNATI OH 45214 452469360 501(C)(3) 5000 OPERATING SUPPORT CINCINNATI LAB RESCUE PO BOX 30561 CINCINNATI OH 45230 453860207 501(C)(3) 5000 OPERATING SUPPORT CITY GOSPEL MISSION 1805 DALTON AVENUE CINCINNATI OH 45214 310538515 501(C)(3) 15000 OPERATING SUPPORT DEPAUL CRISTO REY HIGH SCHOOL 1133 CLIFTON HILLS AVENUE CINCINNATI OH 45220 272417727 501(C)(3) 12500 GENERAL DONATION DOWN SYNDROME ASSOCIATION OF GREATER CINCINNATI 4623 WESLEY AVE STE A NORWOOD OH 45212 311051378 501(C)(3) 5000 OPERATING SUPPORT KID LOVE FOUNDATION INC 5879 OWL NEST DR WEST CHESTER OH 45069 831923634 501(C)(3) 5271 OPERATING SUPPORT LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 13877 WOMEN OF EXCELLENCE LAKOTA ROBOTICS LLC 6123 DAWSON DRIVE LIBERTY TOWNSHIP OH 45044 831757990 501(C)(3) 43455 JOB/LIFE SKILLS PROGRAM MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 5000 OPERATING SUPPORT MELODIC CONNECTIONS 6940 PLAINFIELD RD CINCINNATI OH 45236 263815913 501(C)(3) 25000 OPERATING SUPPORT MERCY HEALTH FOUNDATION 4777 E GALBRAITH RD CINCINNATI OH 45236 201072726 501(C)(3) 10000 EXPERIENCE ENRICHMENT FUND AND BEN JACKSON FUND OAK HILLS ATHLETIC BOOSTERS INC PO BOX 58451 CINCINNATI OH 45258 311089405 501(C)(3) 10000 OPERATING SUPPORT OPTIM-ALL SERVICES INC 809 BRADFORD CT CINCINNATI OH 45233 811273771 501(C)(3) 10000 OPERATING SUPPORT OUR LADY OF SORROWS CATHOLIC CHURCH 330 LEBANON STREET MONROE OH 45050 616306882 501(C)(3) 12000 PARISH SUPPORT RUAH WOODS 6675 WESSELMAN RD CINCINNATI OH 45248 262221421 501(C)(3) 10000 OPERATING SUPPORT SLEEP IN HEAVENLY PEACE - BUTLER COUNTY CHAPTER PO BOX 1322 MONROE OH 45050 464346568 501(C)(3) 10000 OPERATING SUPPORT ST MAXIMILIAN KOLBE PARISH 5720 HAMILTON MASON RD LIBERTY TOWNSHIP OH 45011 311275691 501(C)(3) 10000 TOGETHER WE GROW ST VINCENT DE PAUL 1125 BANK STREET CINCINNATI OH 45214 310430560 501(C)(3) 12000 GENERAL CONTRIBUTION STARK COMMUNITY FOUNDATION 400 MARKET AVENUE NORTH STE 200 CANTON OH 44702 340943665 501(C)(3) 10000 OPERATING SUPPORT THE CHRIST HOSPITAL FONDATION 2123 AUBURN AVENUE SUITE 528 CINCINNATI OH 45219 310538525 501(C)(3) 10000 UNRESTRICTED SUPPORT USS CINCINNATI COMMISSIONING FOUNDATION PO BOX 976 CINCINNATI OH 45201 352640528 501(C)(3) 10000 GENERAL DONATION 49 0 INDIVIDUAL SCHOLARSHIPS 37 65865 PART I, LINE 2: 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. X 36 1159234 FAIR MARKET VALUE 0 1 0 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.