2019-11-11T07:34:48-06:00 2018-12-31 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2018-01-01 316038277 HAMILTON COMMUNITY FOUNDATION HAMI 5138631717 319 N THIRD STREET HAMILTON OH 45011 JOHN GUIDUGLI PRESIDENT/CEO 5138631717 2019-11-08 1 KATHLEEN MITTS CPA P01085771 5135791717 69.135.99.226 2019-11-08 10:06:02 ES P 4F9B6C3FF43FDC1415DFEB6E0C7C075FE338C417 F8EEC73BFBC998CF20DBABCC65953089C7060146 2018 2020-04-17 16:48:07Z JOHN GUIDUGLI 319 N THIRD STREET HAMILTON OH 45011 7906147 0 X HAMILTONFOUNDATION.ORG X 1951 OH BUILDING A BETTER COMMUNITY THROUGH CREATIVE PHILANTHROPY, VISION, AND LEADERSHIP. 11 11 4 12 0 -17818 2587341 3148707 742472 771170 2531385 3475174 0 0 5861198 7395051 5723133 4477188 0 0 530016 476622 0 0 127640 810108 877775 7063257 5831585 -1202059 1563466 92411268 86363813 2300431 2061676 90110837 84302137 X THE FOUNDATION RECEIVES CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUTIFICATION, COMMUNITY DEVELOPMENT AND RECREATION. 0 0 5079911 4477188 771170 THE FOUNDATION RECEIVED CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUTIFICATION, COMMUNITY DEVELOPMENT AND RECREATION. 5079911 1 1 0 1 0 1 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 118 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DANIEL SANDER 5138631717 319 N THIRD STREET HAMILTON OH 45011 HEATHER LEWIS CHAIR 1.00 X X 0 0 0 SCOTT HARTFORD VICE CHAIR 1.00 X X 0 0 0 CRAIG WILKS SECRETARY 1.00 X X 0 0 0 JOHN KIRSCH TREASURER 1.00 X X 0 0 0 THOMAS RENTSCHLER TRUSTEE 1.00 X 0 0 0 CYNAMON TROKHAN TRUSTEE 1.00 X 0 0 0 HELEN MOTLEY TRUSTEE 1.00 X 0 0 0 BOB LONG TRUSTEE 1.00 X 0 0 0 STEVE TIMMER TRUSTEE 1.00 X 0 0 0 SCOTT KRUGER TRUSTEE 1.00 X 0 0 0 CINDY PARRISH TRUSTEE 1.00 X 0 0 0 DAN SANDER VP OF FINANCE 40.00 X 100204 0 5014 JOHN GUIDUGLI CEO 40.00 X 160205 0 7874 260409 0 12888 3 0 1 0 0 18821 3129886 3148707 ADMINISTRATIVE FEES 900001 771170 771170 771170 2158248 2158248 1828022 511096 1316926 1316926 1316926 7395051 771170 0 3475174 3444265 3444265 1032923 1032923 273298 136649 81990 54659 165007 82504 49502 33001 8051 4026 2416 1609 30266 15133 9080 6053 7146 1429 5002 715 16081 3216 11257 1608 43000 43000 166243 166243 12297 2459 8608 1230 35914 10775 3592 21547 23416 4138 19278 66750 50979 15771 3061 1531 918 612 236307 19872 216435 11230 11230 PROGRAM EXPENSE 224246 224246 MISCELLANEOUS 15570 15570 FUND DEVELPMENT DEPARTM 12261 6130 6131 DUES & SUBSCRIPTIONS 3253 2766 162 325 1000 850 150 5831585 5079911 624034 127640 400 400 1568020 1724045 8359277 8783528 456 456 8952438 4736662 5143270 4215776 68274863 61904122 8343874 8636351 721108 1099135 92411268 86363813 80628 118542 2219803 1943134 2300431 2061676 X 24466914 22752372 48530624 61549765 17113299 0 90110837 84302137 92411268 86363813 X 1563466 -7388841 16675 X X 0 1 X 1 0 X 4536317 8459139 5481575 2587341 3148707 24213079 4536317 8459139 5481575 2587341 3148707 24213079 5808380 18404699 1907589 2150471 1724933 1803994 2158248 9745235 33958314 3787156 0.54200 0.52560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43000 43000 5036911 5079911 403996 100999 0 0 403996 403996 605994 43000 43000 100999 100999 151499 43000 43000 94 738 1311998 1836709 1395232 4021879 7402285 76899852 1 1 370100 X X 0 78262152 3148707 -4114226 5105569 72191064 70858942 2587341 10574067 5758198 78262152 69930424 5481575 3666874 8219931 70858942 73638277 8459139 -2135437 10031555 69930424 38705462 1151096 2261832 1062005 204655 341949 40509781 0.15700 0.23750 0.60550 0 0 347519 347519 8501769 4689710 3812059 98155 41957 56198 4995 4995 0 4215776 WEATHERLOW OFFSHORE FUND 1 LTD CLASS IA 2651710 F WEATHERLOW OFFSHORE FUND 1 LTD CLASS IA - M 3463514 F FEG PRIVATE OPPORTUNITIES FUND, L.P. 1217523 F FEG PRIVATE OPPORTUNITIES FUND II, L.P. 864665 F FEG PRIVATE OPPORTUNITIES FUND III, L.P. 438939 F 8636351 X 193842 -7388841 337200 16675 -7034966 7228808 166243 166243 7395051 6002542 337200 337200 5665342 166243 166243 5831585 PART III, LINE 4: LANE-HOOVEN HOUSE AND PERIOD FURNITURE ARE USED AS ADMINISTRATIVE OFFICES OF THE ORGANIZATION. THEY ARE AVAILABLE TO BE TOURED BY PUBLIC FREE OF CHARGE AND HCF IS HELPING TO PRESERVE THEM FOR FUTURE GENERATIONS. PART X, LINE 2: THE FOUNDATION RECEIVED A FINAL DETERMINATION LETTER INDICATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN FAIR VALUE OF CSV OF LIFE INSURANCE 16,675. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT 6115224 0 0 0 0 0 0 6115224 0 6115224 1 0 1 1 0 0 1 AMERICAN RED CROSS - GREATER CINCINNATI-DAYTON REGION 2111 DANA AVENUE CINCINNATI OH 45207 530196605 501(C)(3) 6200 GENERAL/OPERATING ANIMAL ADOPTION FOUNDATION 2480 MILLVILLE ROSS RD HAMILTON OH 45013 311378848 501(C)(3) 86640 GENERAL/OPERATING ANTIQUE AND CLASSIC CAR CLUB OF BUTLER COUNTY P O BOX 237 HAMILTON OH 450120237 311380377 501(C)(4) 6000 PERFORMANCE/PRODUCT ARTHRITIS FOUNDATION 4665 CORNELL RD SUITE 109 CINCINNATI OH 45241 316043937 501(C)(3) 18334 GENERAL/OPERATING BADIN HIGH SCHOOL 571 NEW LONDON ROAD HAMILTON OH 450133654 310537113 501(C)(3) 84000 GENERAL/OPERATING BIG BROTHERS BIG SISTERS OF BUTLER COUNTY 1755 SOUTH ERIE BLVD - SUITE D HAMILTON OH 45011 310846147 501(C)(3) 23181 GENERAL/OPERATING BOYS & GIRLS CLUB OF HAMILTON 958 EAST AVENUE HAMILTON OH 450113809 310616383 501(C)(3) 74637 GENERAL/OPERATING BUTLER COUNTY BOARD OF COMMISSIONERS 315 HIGH STREET 6TH FLOOR HAMILTON OH 45011 316000061 GOVERNMENT 12000 GENERAL/OPERATING BUTLER COUNTY DEPARTMENT OF DEVELOPMENT 130 HIGH STREET HAMILTON OH 45011 GOVERNMENT 20500 GENERAL/OPERATING BUTLER COUNTY HISTORICAL SOCIETY 327 NORTH SECOND STREET HAMILTON OH 450111651 316034548 501(C)(3) 22665 GENERAL/OPERATING BUTLER COUNTY UNITED WAY 323 NORTH THIRD STREET HAMILTON OH 450111624 310734490 501(C)(3) 14333 GENERAL/OPERATING BUTLER PHILHARMONIC ONE HIGH STREET HAMILTON OH 45011 316053052 501(C)(3) 32154 GENERAL/OPERATING BUTLER TECHNOLOGY AND CAREER DEVELOPMENT SCHOOLS 3603 HAMILTON-MIDDLETOWN ROAD HAMILTON OH 45011 310826922 GOVERNMENT 10000 CAPITAL REQUEST CANCER FAMILY CARE INC 4790 RED BANK EXPRESSWAY SUITE 128 CINCINNATI OH 45227 310805286 501(C)(3) 10000 GENERAL/OPERATING CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 314379435 501(C)(3) 13989 GENERAL/OPERATING CARING PARTNERS INTERNATIONAL 601 SHOTWELL DRIVE FRANKLIN OH 45005 371028228 501(C)(3) 7000 GENERAL/OPERATING CATHOLIC CHARITIES SOUTHWESTERN OHIO-HAMILTON SERVICE CENTER 1910 FAIRGROVE AVE STE B HAMILTON OH 45011 310536968 501(C)(3) 10640 PROGRAM DEVELOPMENT CHRIST CHURCH OF GLENDALE 965 FOREST AVE GLENDALE OH 45246 453582613 CHURCH 12100 GENERAL/OPERATING CINCINNATI CHRISTIAN SCHOOLS 7474 MORRIS ROAD LIBERTY TWP OH 45011 311375065 501(C)(3) 6000 GENERAL/OPERATING CINCINNATI OPERA ASSOCIATION 1243 ELM STREET-MUSIC HALL CINCINNATI OH 45210 310549044 501(C)(3) 11500 GENERAL/OPERATING CITY OF HAMILTON 335 HIGH STREET HAMILTON OH 45011 316000142 GOVERNMENT 52871 GENERAL/OPERATING CRAYONS TO COMPUTERS 1350 TENNESSEE AVENUE CINCINNATI OH 45229 311507076 501(C)(3) 8500 GENERAL/OPERATING EMERGENCY MONEY FUND PO BOX 142 HAMILTON OH 45012 237425112 501(C)(3) 95424 GENERAL/OPERATING FAMILY PROMISE OF BUTLER COUNTY PO BOX 95 HAMILTON OH 45011 472155537 501(C)(3) 25000 PROGRAM DEVELOPMENT FERNSIDE INC-A CENTER FOR GRIEVING CHILDREN 4360 COOPER RD STE 100 CINCINNATI OH 45242 311179234 501(C)(3) 20000 PROGRAM DEVELOPMENT FIRST BAPTIST CHURCH 1501 PYRAMID HILL BLVD HAMILTON OH 45013 310558447 CHURCH 16589 GENERAL/OPERATING FIRST UNITED METHODIST CHURCH 225 LUDLOW STREET HAMILTON OH 450112922 310543278 CHURCH 7783 GENERAL/OPERATING FITTON CENTER FOR CREATIVE ARTS 101 S MONUMENT AVE HAMILTON OH 450112833 310736673 501(C)(3) 315941 GENERAL/OPERATING FLYING HORSE FARMS 5260 ST ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 25000 GENERAL/OPERATING FORT HAMILTON HOSPITAL FOUNDATION 630 EATON AVENUE HAMILTON OH 45013 452036966 501(C)(3) 519013 SCHOLARSHIP FUNDS GREAT MIAMI VALLEY YMCA 105 NORTH SECOND STREET HAMILTON OH 450112725 310536719 501(C)(3) 161527 GENERAL/OPERATING GREAT MIAMI VALLEY YMCA - CAMP CAMPBELL GARD 4803 AUGSPURGER ROAD HAMILTON OH 45011 310536719 501(C)(3) 9550 GENERAL/OPERATING GREAT MIAMI YOUNG LIFE 5850 BOYMEL DRIVE SUITE 6 FAIRFIELD OH 45014 840385934 501(C)(3) 6500 GENERAL/OPERATING GREATER HAMILTON CENTER FOR BUSINESS & TECHNOLOGY INC 20 HIGH STREET HAMILTON OH 450112709 030396525 501(C)(3) 40000 GENERAL/OPERATING HAMILTON CITY SCHOOLS 533 DAYTON STREET HAMILTON OH 450113455 316000818 GOVERNMENT 94592 GENERAL/OPERATING HAMILTON LIVING WATER MINISTRY INC 510 SOUTH EIGHTH STREET HAMILTON OH 45011 262606598 501(C)(3) 26425 GENERAL/OPERATING HAMILTON PARKS CONSERVENCY 106 N 2ND HAMILTON OH 45011 472630181 501(C)(3) 466781 GENERAL/OPERATING HAMILTON OHIO CITY OF SCULPTURE INC PO BOX 545 HAMILTON OH 450120545 311744687 501(C)(3) 31950 GENERAL/OPERATING HISTORIC HAMILTON INC 203 SOUTH D STREET HAMILTON OH 45013 310960734 501(C)(3) 16330 GENERAL/OPERATING IMMANUEL LUTHERAN CHURCH 1285 MAIN STREET HAMILTON OH 450111621 316007535 CHURCH 14205 GENERAL/OPERATING JOE NUXHALL MIRACLE LEAGUE FIELDS INC PO BOX 18146 FAIRFIELD OH 450180146 454287812 501(C)(3) 10500 GENERAL/OPERATING JOSEPHINUM ACADEMY 1501 N OAKLEY BLVD CHICAGO IL 60622 362167764 501(C)(3) 10000 GENERAL/OPERATING LANE LIBRARIES 1396 UNIVERSITY BLVD HAMILTON OH 450113325 316000327 GOVERNMENT 15381 GENERAL/OPERATING LIFESPAN INC 1900 FAIRGROVE AVENUE HAMILTON OH 450111966 310536660 501(C)(3) 200840 GENERAL/OPERATING LIONS OF GIR FOUNDATION 1425 HIDDEN VALLEY RD SOQUEL CA 95073 262466477 501(C)(3) 15000 GENERAL/OPERATING MERCY FRANCISCAN AT ST RAPHAEL 1701 MERCY HEALTH PLACE CINCINNATI OH 45237 202934871 501(C)(3) 39278 GENERAL/OPERATING MIAMI UNIVERSITY 107 ROUDEBUSH HALL OXFORD OH 45056 316402089 GOVERNMENT 6538 GENERAL/OPERATING MIAMI UNIVERSITY-HAMILTON 1601 UNIVERSITY BLVD HAMILTON OH 450113399 316402089 GOVERNMENT 74806 GENERAL/OPERATING MINDPEACE 5642 HAMILTON AVE CINCINNATI OH 45224 261085828 501(C)(3) 12500 GENERAL/OPERATING NEIGHBORHOOD HOUSING SERVICES OF HAMILTON INC 100 S MARTIN LUTHER KING JR BLVD HAMILTON OH 450112824 311353685 501(C)(3) 9000 GENERAL/OPERATING OCEAN REEF COMMUNITY FOUNDATION 200 ANCHOR DRIVE KEY LARGO FL 33037 650509255 501(C)(3) 25500 GENERAL/OPERATING OCEAN REEF MEDICAL CENTER FOUNDATION 50 BARRACUDA LANE KEY LARGO FL 330373737 650443146 501(C)(3) 10000 GENERAL/OPERATING OPERATION PUMPKIN INC PO BOX 1380 HAMILTON OH 45011 455259705 501(C)(3) 15000 GENERAL/OPERATING OXFORD SENIOR CITIZENS INC 922 TOLLGATE DR OXFORD OH 45056 310934786 501(C)(3) 6000 GENERAL/OPERATING PARACHUTE- BUTLER COUNTY CASA 284 NORTH FAIR AVE HAMILTON OH 450114222 311230170 501(C)(3) 12500 GENERAL/OPERATING PEOPLE WORKING COOPERATIVELY INC 4612 PADDOCK ROAD CINCINNATI OH 452291002 310859104 501(C)(3) 30000 GENERAL/OPERATING PYRAMID HILL SCULPTURE PARK & MUSEUM 1763 HAMILTON-CLEVES ROAD HAMILTON OH 450139601 311439692 501(C)(3) 54124 GENERAL/OPERATING SAFE HAVEN FARMS PO BOX 633 MONROE OH 45050 261269652 501(C)(3) 90000 GENERAL/OPERATING SHARED HARVEST FOODBANK 5901 DIXIE HIGHWAY FAIRFIELD OH 450144207 311096571 501(C)(3) 5606 GENERAL/OPERATING SOJOURNER RECOVERY SERVICES INC 1020 SYMMES RD FAIRFIELD OH 45014 311070029 501(C)(3) 7500 GENERAL/OPERATING ST PETER IN CHAINS SCHOOL 451 RIDGELAWN AVENUE HAMILTON OH 45013 310537055 CHURCH 16110 SCHOLARSHIP FUNDS ST VINCENT DE PAUL SOCIETY 224 DAYTON ST HAMILTON OH 45011 951644622 501(C)(3) 7652 GENERAL/OPERATING SWEETEN LIFE SYSTEMS PO BOX 498455 CINCINNATI OH 45249 311254534 501(C)(3) 10200 GENERAL/OPERATING THE CARING CLOSET 6 SOUTH D STREET HAMILTON OH 45013 900588232 501(C)(3) 6000 GENERAL/OPERATING THE PRESBYTERIAN CHURCH 23 SOUTH FRONT STREET HAMILTON OH 450112832 310576677 CHURCH 52050 GENERAL/OPERATING THE SALVATION ARMY P O BOX 2 HAMILTON OH 450120002 135562351 501(C)(3) 42114 GENERAL/OPERATING TRANSIT ALLIANCE OF BUTLER COUNTY 3045 MOSER COURT HAMILTON OH 450115373 562580927 GOVERNMENT 25000 GENERAL/OPERATING TRINITY EPISCOPAL CHURCH 115 N SIXTH STREET HAMILTON OH 450113541 310615700 CHURCH 25947 GENERAL/OPERATING UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 35000 GENERAL/OPERATING WATER FOR PEOPLE 6666 W QUINCY AVE DENVER CO 80235 841166148 501(C)(3) 10000 GENERAL/OPERATING WESTWOOD PRESBYTERIAN CHURCH 1068 STAHLHEBER ROAD HAMILTON OH 45013 311048003 CHURCH 5200 GENERAL/OPERATING WOMEN HELPING WOMEN 215 E 9TH ST 7TH FLOOR CINCINNATI OH 45202 330576900 501(C)(3) 15000 GENERAL/OPERATING YWCA OF HAMILTON 244 DAYTON STREET HAMILTON OH 450111634 310537167 501(C)(3) 67840 GENERAL/OPERATING ZION EVANGELICAL LUTHERAN CHURCH 212 S FRONT STREET HAMILTON OH 450112832 410807592 CHURCH 10000 GENERAL/OPERATING 74 1 ART/CULTURE 1 80000 EDUCATION/YOUTH 84 931947 HEALTH 3 16476 RECREATION 1 2500 VARIOUS 1 2000 PART I, LINE 2: BOARD DESIGNATED GRANTS - ALL RECIPIENTS SIGN A FORM STATING THAT THE FUNDS WILL BE USED FOR SPECIFIC, BOARD DESIGNATED PURPOSES. IN ADDITION, PERIODIC PROGRESS REPORTS ARE REQUIRED. X X X 0 0 0 0 0 0 0 0 0 JOHN GUIDUGLI CEO 160205 0 0 0 0 0 7874 0 0 0 168079 0 0 0 PART I, LINE 1A THE ORGANIZATION DOES NOT REIMBURSE OR ALLOW EXPENSES INCURRED BY ANY DIRECTOR, TRUSTEE, OR OFFICER. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY ALL THE MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL DISCLOSURE STATEMENT MUST BE SIGNED. THE BOARD REVIEWS NEW SITUATIONS IN LIGHT OF THE POLICIES. IN THE EVENT THAT AN ORGANIZATION WITH WHICH A TRUSTEE OR COMMITTEE MEMBER OR AN IMMEDIATE FAMILY MEMBER IS AFFILIATED WITH APPLIES FOR A FOUNDATION GRANT, THE TRUSTEE OR COMMITTEE MEMBER MUST REFRAIN FROM PARTICIPATING IN ANY DISCUSSIONS OR VOTING RELATED TO THE GRANT REQUEST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS THE COMPENSATION PACKAGE AND SETS GOALS FOR THE YEAR. THE BOARD USES COMPARABILITY DATA AND NATIONAL SURVEYS FROM THE CURRENT YEAR. THE ORGANIZATION DOES NOT COMPENSATE OTHER OFFICERS OR KEY EMPLOYEES FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 16,675. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.