YELLOW SPRINGS COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
YELLOW SPRINGS COMMUNITY FOUNDATION (EIN 23-7372791)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349310870
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2019-11-14T15:17:33-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310796034PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLAGEL HUBER FLAGELBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13400 SOUTH DIXIE DRIVEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45439ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237372791EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YELLOW SPRINGS COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYELLBusinessNameControlTxt
Phone9377672655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55AddressLine1Txt
CityYELLOW SPRINGSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45387ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANNAMARIE COXPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9377672655PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN HAGSTROMPreparerPersonNm
PTINP01342096PTIN
Phone9372993400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.192.117.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm11:07:50IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id34ECBBE6C781A4169C57C307496AF28282C5BB9AAtSubmissionCreationDeviceId
At Submission Filing Device Id174C6A0AB43FCA2897D7C8BDA089BC6CAADB7DAAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEANNAMARIE COXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 55AddressLine1Txt
CityYELLOW SPRINGSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45387ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,830,800GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.YSCF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO ENHANCE COMMUNITY LIFE IN YELLOW SPRINGS AND MIAMI TOWNSHIP BY PROVIDING MEANS FOR CHARITABLE GIVING AND GRANT MAKING THAT FUND A BROAD RANGE OF ACIVITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$350,529PYContributionsGrantsAmt
CY Contributions Grants$310,881CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$505,126PYInvestmentIncomeAmt
CY Investment Income$1,453,067CYInvestmentIncomeAmt
PY Other Revenue$1,753PYOtherRevenueAmt
CY Other Revenue$15,175CYOtherRevenueAmt
PY Total Revenue$857,408PYTotalRevenueAmt
CY Total Revenue$1,779,123CYTotalRevenueAmt
PY Grants And Similar Paid$486,452PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$591,523CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$153,129PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$162,484CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,224CYTotalFundraisingExpenseAmt
PY Other Expenses$99,243PYOtherExpensesAmt
CY Other Expenses$127,194CYOtherExpensesAmt
PY Total Expenses$738,824PYTotalExpensesAmt
CY Total Expenses$881,201CYTotalExpensesAmt
PY Revenues Less Expenses$118,584PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$897,922CYRevenuesLessExpensesAmt
Total Assets BOY$10,338,917TotalAssetsBOYAmt
Total Assets EOY$15,290,515TotalAssetsEOYAmt
Total Liabilities BOY$1,337,199TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,528,673TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,001,718NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,761,842NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionENTRUSTED WITH THE RESPONSIBILITY OF ENHANCING COMMUNITY LIFE, THE YELLOW SPRINGS COMMUNITY FOUNDATION HAS THE FOLLOWING VISION: TO SERVE AS A CATALYST AND RESOURCE FOR PHILANTHROPY; TO BUILD AND BE STEWARDS OF ENDOWMENTS THAT ADDRESS THE COMMUNITY'S EVOLVING NEEDS; TO PROVIDE FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE OUR COMMUNITY; AND TO EXCEL IN STRATEGIC GRANT MAKING IN AREAS THAT INCLUDE ARTS, CULTURE, EDUCATION, RECREATION, SCIENTIFIC RESEARCH, AND SOCIAL SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$727,548ExpenseAmt
Grant$591,523GrantAmt
Revenue$1,077,596RevenueAmt
DescBENEFITS THE CITIZENS OF YELLOW SPRINGS AND MIAMI TOWNSHIP BY AWARDING GRANTS TO OTHER NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS TO STUDENTS.Desc
Total Program Service Expenses$727,548TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM KREMERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9377672655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 ALLEN STREETAddressLine1Txt
CityYELLOW SPRINGSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45387ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LISA ABEL
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
RICH BULLOCK
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MATT DENMAN
TREASURER2.00Yes (X)Yes (X)$0$0$0
NICK EASTMAN
TRUSTEE2.00Yes (X)$0$0$0
TERRY GRAHAM
TRUSTEE2.00Yes (X)$0$0$0
ELLIS JACOBS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LISA KREEGER
TRUSTEE2.00Yes (X)$0$0$0
JOANNE LAKOMSKI
TRUSTEE2.00Yes (X)$0$0$0
SUSAN MILLER
TRUSTEE2.00Yes (X)$0$0$0
ROGER REYNOLDS
TRUSTEE2.00Yes (X)$0$0$0
KATHRYN VAN DER HEIDEN
TRUSTEE2.00Yes (X)$0$0$0
MATT WALLACE
TRUSTEE2.00Yes (X)$0$0$0
STERLING WIGGINS
TRUSTEE2.00Yes (X)$0$0$0
JEANNAMARIE COX
EXECUTIVE DIRECTOR40.00Yes (X)$91,583$0$1,849
KIM KREMER
FINANCIAL MANAGER17.00Yes (X)$25,320$0$513
VIRGIL HERVEY
PROGRAM MANAGER20.00Yes (X)$29,546$0$188
FieldValueIRS element (for citing)
Total Reportable Comp From Org$146,449TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,550TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$310,881AllOtherContributionsAmt
Total Contributions$310,881TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$390,646TotalRevenueColumnAmt
Exclusion$390,646ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,114,098SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,051,677SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,062,421SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,062,421TotalRevenueColumnAmt
Related Or Exempt Func Income$1,062,421RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GRANT REFUND900099$13,541$13,541
MISCELLANEOUS900099$1,634$1,634
FieldValueIRS element (for citing)
Other Revenue Total$15,175OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,779,123TotalRevenueColumnAmt
Related Or Exempt Func Income$1,077,596RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$390,646ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$564,157TotalAmt
Program Services$564,157ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27,366TotalAmt
Program Services$27,366ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,584TotalAmt
Management And General$82,425ManagementAndGeneralAmt
Fundraising$9,159FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,346TotalAmt
Program Services$30,305ProgramServicesAmt
Management And General$21,608ManagementAndGeneralAmt
Fundraising$7,433FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,554TotalAmt
Program Services$2,289ProgramServicesAmt
Management And General$8,006ManagementAndGeneralAmt
Fundraising$1,259FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,431TotalAmt
Program Services$2,431ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,686TotalAmt
Program Services$1,583ProgramServicesAmt
Management And General$5,103ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,210TotalAmt
Program Services$8,776ProgramServicesAmt
Fundraising$2,434FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,297TotalAmt
Program Services$4,528ProgramServicesAmt
Management And General$830ManagementAndGeneralAmt
Fundraising$1,939FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,737TotalAmt
Management And General$3,737ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,843TotalAmt
Program Services$667ProgramServicesAmt
Management And General$2,176ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,766TotalAmt
Program Services$22,766ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,024TotalAmt
Management And General$2,024ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TRUST FEES$58,104$58,104
EQUIPMENT, SOFTWARE AND$9,152$4,576$4,576
MEMBERSHIP DUES$646$646
OTHER OPERATING EXPENSE$298$298

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$881,201TotalAmt
Program Services$727,548ProgramServicesAmt
Management And General$131,429ManagementAndGeneralAmt
Fundraising$22,224FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$109,099EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$188,433BOYAmt
EOY$222,527EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,125,096BOYAmt
EOY$12,464,518EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,388BOYAmt
EOY$2,494,371EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,338,917BOYAmt
EOY$15,290,515EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,337,199BOYAmt
EOY$1,528,673EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,337,199BOYAmt
EOY$1,528,673EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,001,718BOYAmt
EOY$13,761,842EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,001,718BOYAmt
EOY$13,761,842EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,338,917BOYAmt
EOY$15,290,515EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$897,922ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,613,149NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$5,475,351PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$205,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350,529CurrentTaxYearMinus1YearAmt
Current Tax Year$192,321CurrentTaxYearAmt
Total$953,994TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$205,394CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$106,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$99,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350,529CurrentTaxYearMinus1YearAmt
Current Tax Year$192,321CurrentTaxYearAmt
Total$953,994TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$117,772SubstantialContributorsTotAmt
Public Support Total170$836,222PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$231,283CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$226,752CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$229,093CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$316,303CurrentTaxYearMinus1YearAmt
Current Tax Year$390,407CurrentTaxYearAmt
Total$1,393,838TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,604CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,124CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,753CurrentTaxYearMinus1YearAmt
Current Tax Year$15,175CurrentTaxYearAmt
Total$28,136TotalAmt
FieldValueIRS element (for citing)
Total Support$2,375,968TotalSupportAmt
Public Support CY1700.35200PublicSupportCY170Pct
Public Support PY1700.45970PublicSupportPY170Pct
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$22,883DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$37,371DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$594,168DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,507,269BeginningYearBalanceAmt
Contributions$178,721ContributionsAmt
Investment Earnings Or Losses-$498,039InvestmentEarningsOrLossesAmt
Grants Or Scholarships$655,147GrantsOrScholarshipsAmt
Administrative Expenses$126,895AdministrativeExpensesAmt
End Year Balance$10,405,909EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,626,268BeginningYearBalanceAmt
Contributions$267,490ContributionsAmt
Investment Earnings Or Losses$502,435InvestmentEarningsOrLossesAmt
Grants Or Scholarships$354,331GrantsOrScholarshipsAmt
Administrative Expenses$55,665AdministrativeExpensesAmt
End Year Balance$8,986,196EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,426,173BeginningYearBalanceAmt
Contributions$335,727ContributionsAmt
Investment Earnings Or Losses$195,254InvestmentEarningsOrLossesAmt
Grants Or Scholarships$230,981GrantsOrScholarshipsAmt
Administrative Expenses$99,906AdministrativeExpensesAmt
End Year Balance$8,626,268EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,577,967BeginningYearBalanceAmt
Contributions$30,135ContributionsAmt
Investment Earnings Or Losses$200,060InvestmentEarningsOrLossesAmt
Grants Or Scholarships$298,469GrantsOrScholarshipsAmt
Administrative Expenses$83,250AdministrativeExpensesAmt
End Year Balance$8,426,173EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,043,889BeginningYearBalanceAmt
Contributions$1,491,560ContributionsAmt
Investment Earnings Or Losses$249,253InvestmentEarningsOrLossesAmt
Grants Or Scholarships$136,444GrantsOrScholarshipsAmt
Administrative Expenses$70,291AdministrativeExpensesAmt
End Year Balance$8,577,967EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPRIVATE EQUITY INVESTMENTDesc
Book Value$2,494,371BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,494,371TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY LIABILITIESDesc
Amt$1,528,673Amt
FieldValueIRS element (for citing)
Total Liability$1,528,673TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$219,657TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,613,149NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,613,149RevenueNotReportedAmt
Revenue Subtotal$1,832,806RevenueSubtotalAmt
Other Revenues Not Included-$53,683OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$53,683RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,779,123TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$820,681TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$820,681ExpensesSubtotalAmt
Other Expenses Not Included$60,520OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$60,520ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$881,201TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ENTITY TO UNRELATED BUSINESS INCOME TAX NECESSARY BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE FOUNDATION DOES NOT HAVE ANY MATERIALLY UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AT DECEMBER 31, 2018. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR TAX YEARS PRIOR TO 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS:TO ADD BACK AGENCY FUND ACTIVITY
PART XII, LINE 4B - OTHER ADJUSTMENTS:TO ADD BACK AGENCY FUND ACTIVITY

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ANTIOCH COLLEGE
ONE MORGAN PLACEYELLOW SPRINGSOH45387501 C 3$89,808GENERAL SUPPORT
ANTIOCH COLLEGE - GLEN HELEN ECOLOGY INSTITUTE
405 CORRY STREETYELLOW SPRINGSOH45387501 C 3$59,976GENERAL SUPPORT
YELLOW SPRINGS HOME INC
PO BOX 503YELLOW SPRINGSOH45387501 C 3$51,191GENERAL SUPPORT
COMMUNITY SOLUTIONS
PO BOX 243YELLOW SPRINGSOH45387501 C 3$44,334GENERAL SUPPORT
YELLOW SPRINGS SENIOR CITIZEN'S INC
227 XENIA AVENUEYELLOW SPRINGSOH45387501 C 3$41,538GENERAL SUPPORT
YELLOW SPRINGS EXEMPTED VILLAGE SCHOOL DISTRICT
201 S WALNUT STREETYELLOW SPRINGSOH45387$37,924GENERAL SUPPORT
WYSO
150 E SOUTH COLLEGE STREETYELLOW SPRINGSOH45387501 C 3$34,902GENERAL SUPPORT
GLEN HELEN ASSOCIATION
405 CORRY STREETYELLOW SPRINGSOH45387501 C 3$34,817GENERAL SUPPORT
TECUMSEH LAND TRUST
PO BOX 417YELLOW SPRINGSOH45387501 C 3$19,488GENERAL SUPPORT
VILLAGE OF YELLOW SPRINGS
100 DAYTON STREETYELLOW SPRINGSOH45387$17,490GENERAL SUPPORT
WORLD HOUSE CHOIR
PO BOX 655YELLOW SPRINGSOH45387501 C 3$10,717GENERAL SUPPORT
THE ANTIOCH SCHOOL
1160 CORRY STREETYELLOW SPRINGSOH45387501 C 3$10,401GENERAL SUPPORT
YELLOW SPRINGS LIBRARY ASSOCIATION
PO BOX 554YELLOW SPRINGSOH45387501 C 3$9,382GENERAL SUPPORT
YELLOW SPRINGS COMMUNITY CHILDREN'S CENTER
320 CORRY STREETYELLOW SPRINGSOH45387501 C 3$8,961GENERAL SUPPORT
FIRST PRESBYETERIAN CHURCH
314 XENIA AVENUEYELLOW SPRINGSOH45387$7,500GENERAL SUPPORT
YELLOW SPRINGS ARTS COUNCIL
PO BOX 459YELLOW SPRINGSOH45387501 C 3$7,279GENERAL SUPPORT
THE 365 PROJECT
PO BOX 165YELLOW SPRINGSOH45387501 C 3$7,111GENERAL SUPPORT
(no name)
GENERAL SUPPORT
JOHN BRYAN COMMUNITY POTTERY
100 DAYTON STREETYELLOW SPRINGSOH45387501 C 3$6,829GENERAL SUPPORT
RIDING CENTRE
1117 E HYDE ROADYELLOW SPRINGSOH45387501 C 3$6,166GENERAL SUPPORT
YELLOW SPRINGS YOUTH BASEBALL INC
PO BOX 440YELLOW SPRINGSOH45387501 C 3$6,096GENERAL SUPPORT
YELLOW SPRINGS KIDS PLAYHOUSE INC
PO BOX 478YELLOW SPRINGSOH45387501 C 3$6,008GENERAL SUPPORT
WOMEN'S HISTORY PROJECT OF GREENE COUNTY
129 E LIMESTONE STREETYELLOW SPRINGSOH45387501 C 3$5,971GENERAL SUPPORT
ANTIOCH COLLEGE - CORETTA SCOTT KING CENTER
ONE MORGAN PLACEYELLOW SPRINGSOH45387501 C 3$5,244GENERAL SUPPORT
YELLOW SPRINGS NEIGHBORHOOD GARDENS INC
830 XENIA AVENUEYELLOW SPRINGSOH45387501 C 3$5,200GENERAL SUPPORT
SEADOGS SWIM TEAM (THE 365 PROJECT FISCAL SPONSOR)
PO BOX 165YELLOW SPRINGSOH45387501 C 3$5,100GENERAL SUPPORT
(no name)
GENERAL SUPPORT
BOY SCOUTS OF AMERICA TECUMSEH COUNCIL
326 S THOMPSON STREETSPRINGFIELDOH45506501 C 3$5,000GENERAL SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR STUDENTSGrantTypeTxt
Recipient12RecipientCnt
Cash Grant$27,366CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION'S GRANT AGREEMENT LETTER INCLUDES REQUIRING THE GRANTEE TO FILE A FINAL REPORT. THE FOUNDATION MAINTAINS A TRACKING LIST FOR FOLLOW-UP IF THE GRANTEE'S FINAL REPORT HAS NOT BEEN RECEIVED IN A TIMELY MANNER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD MEMBERS ARE PROVIDED WITH A COPY OF FORM 990 AND GIVEN AN OPPORTUNITY TO COMMENT ON ITS CONTENTS PRIOR TO THE FILING OF THE TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD AND COMMITTEE MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON THE REQUEST OF THIS INFORMATION
FORM 990, PART XII, LINE 2C:THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM PRIOR YEAR.

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