THE NORTHERN CINCINNATI FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN CINCINNATI FOUNDATION (EIN 31-1661966)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201943019349301124
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T13:10:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BOB MORELAND CPA | PreparerPersonNm |
| PTIN | P00418596 | PTIN |
| Phone | 5135791717 | PhoneNum |
| Preparation | 2019-10-17 | 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 | 2019-10-17 | IPDt |
| IP Tm | 18:03:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F9B6C3FF43FDC1415DFEB6E0C7C075FE338C417 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 53131CFCDFFB15BF2265EDE1BEEB89C7692D5A05 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $7,790,922 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,560,010 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,461,830 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $137,803 | CYProgramServiceRevenueAmt |
| PY Investment Income | $459,806 | PYInvestmentIncomeAmt |
| CY Investment Income | $566,389 | CYInvestmentIncomeAmt |
| PY Other Revenue | $89,812 | PYOtherRevenueAmt |
| CY Other Revenue | $109,978 | CYOtherRevenueAmt |
| PY Total Revenue | $4,109,628 | PYTotalRevenueAmt |
| CY Total Revenue | $3,276,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,886,470 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,073,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $273,975 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $275,439 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $280,506 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $349,002 | PYOtherExpensesAmt |
| CY Other Expenses | $315,341 | CYOtherExpensesAmt |
| PY Total Expenses | $5,509,447 | PYTotalExpensesAmt |
| CY Total Expenses | $1,664,567 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,399,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,611,433 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,544,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,641,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,544,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,641,669 | 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 | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,084,630 | ExpenseAmt |
| Grant | $943,787 | GrantAmt |
| Revenue | $137,803 | 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 AMONT 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 | $20,000 | ExpenseAmt |
| Grant | $20,000 | 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 OF 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 | $1,214,630 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 5 | 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 | 17 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAN BENHASE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE BRUNO | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RAY D'ALONZO | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM DASKALAKIS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NICK ENGER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HELEN FANZ-LEVAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GAIL JACKSON-MILLER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM KELLY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR CHETNA MITAL | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEANNE BRAUNS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RAY MURRAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SETH PRIESTLE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| 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) |
| ERIN CLEMONS | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $75,504 | $0 | $2,265 | Yes (X) |
| NANCY FISTER | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $63,936 | $0 | $1,918 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $139,440 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,183 | 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 | $82,000 | FundraisingAmt |
| All Other Contributions | $2,379,830 | AllOtherContributionsAmt |
| Noncash Contributions | $1,596,695 | NoncashContributionsAmt |
| Total Contributions | $2,461,830 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $137,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,803 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $137,803 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $249,977 | TotalRevenueColumnAmt |
| Exclusion | $249,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,697,442 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,381,030 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $316,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,412 | TotalRevenueColumnAmt |
| Exclusion | $316,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $243,870 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $82,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,892 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,978 | TotalRevenueColumnAmt |
| Exclusion | $109,978 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,276,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,803 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $676,367 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,481 | TotalAmt |
| Program Services | $991,481 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,306 | TotalAmt |
| Program Services | $82,306 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,623 | TotalAmt |
| Program Services | $52,551 | ProgramServicesAmt |
| Management And General | $25,898 | ManagementAndGeneralAmt |
| Fundraising | $65,174 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,399 | TotalAmt |
| Program Services | $40,030 | ProgramServicesAmt |
| Management And General | $19,726 | ManagementAndGeneralAmt |
| Fundraising | $49,643 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226 | TotalAmt |
| Program Services | $1,062 | ProgramServicesAmt |
| Management And General | $728 | ManagementAndGeneralAmt |
| Fundraising | $1,436 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,191 | TotalAmt |
| Program Services | $6,717 | ProgramServicesAmt |
| Management And General | $3,838 | ManagementAndGeneralAmt |
| Fundraising | $8,636 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,209 | TotalAmt |
| Program Services | $1,870 | ProgramServicesAmt |
| Management And General | $17,369 | ManagementAndGeneralAmt |
| Fundraising | $3,970 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,602 | TotalAmt |
| Management And General | $66,602 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,913 | TotalAmt |
| Program Services | $1,774 | ProgramServicesAmt |
| Fundraising | $4,139 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,659 | TotalAmt |
| Program Services | $6,487 | ProgramServicesAmt |
| Management And General | $6,685 | ManagementAndGeneralAmt |
| Fundraising | $6,487 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,337 | TotalAmt |
| Management And General | $3,337 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,365 | TotalAmt |
| Program Services | $23,286 | ProgramServicesAmt |
| Management And General | $16,686 | ManagementAndGeneralAmt |
| Fundraising | $17,393 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737 | TotalAmt |
| Fundraising | $1,737 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117 | TotalAmt |
| Management And General | $117 | ManagementAndGeneralAmt |
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 | $104,642 | $104,642 | ||
| EQUIPMENT RENTAL & MAIN | $19,889 | $7,955 | $5,967 | $5,967 |
| ORGANIZATIONAL DUES | $7,882 | $7,882 | ||
| MISC | $1,850 | $1,850 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,664,567 | TotalAmt |
| Program Services | $1,214,630 | ProgramServicesAmt |
| Management And General | $169,431 | ManagementAndGeneralAmt |
| Fundraising | $280,506 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,892 | BOYAmt |
| EOY | $1,916,114 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,487 | BOYAmt |
| EOY | $66,110 | 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 | $117 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,066,627 | BOYAmt |
| EOY | $12,593,445 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,158 | BOYAmt |
| EOY | $66,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,544,281 | BOYAmt |
| EOY | $14,641,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,302,636 | BOYAmt |
| EOY | $14,509,559 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,645 | BOYAmt |
| EOY | $132,110 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,544,281 | BOYAmt |
| EOY | $14,641,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,544,281 | BOYAmt |
| EOY | $14,641,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,611,433 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,435,887 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$63,158 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$15,000 | 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 | $2,360,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,570,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,324,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,560,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,434,858 | CurrentTaxYearAmt |
| Total | $14,250,562 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,360,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,570,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,324,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,560,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,434,858 | CurrentTaxYearAmt |
| Total | $14,250,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,119,520 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,131,042 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,977 | CurrentTaxYearAmt |
| Total | $1,128,402 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,978 | CurrentTaxYearAmt |
| Total | $801,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,180,632 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $137,803 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: CASH; 6250 SHARES OF ACCENTURE STOCK DATE: 03/21/18 AMOUNT: 1026972. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 70 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,701,715 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $740,161 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,674,253 | 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 | $14,066,627 | BeginningYearBalanceAmt |
| Contributions | $2,332,774 | ContributionsAmt |
| Investment Earnings Or Losses | -$936,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,126,587 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,836 | OtherExpendituresAmt |
| End Year Balance | $14,280,878 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,687,575 | BeginningYearBalanceAmt |
| Contributions | $2,360,854 | ContributionsAmt |
| Investment Earnings Or Losses | $429,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,375,618 | GrantsOrScholarshipsAmt |
| Other Expenditures | $84,352 | OtherExpendituresAmt |
| Administrative Expenses | $96,940 | AdministrativeExpensesAmt |
| End Year Balance | $11,921,489 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 |
| Total Rev Etc Audited Fincl Stmt | $1,776,353 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,435,887 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,842 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$1,433,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,209,398 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $66,602 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $66,602 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,276,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,678,965 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $81,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $81,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,597,965 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $66,602 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $66,602 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,664,567 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBTS 15,000. IN-KIND RENT 66,000. |
| 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 DISCRESION 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 | $163,607 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $163,607 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $23,134 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $29,996 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,630 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,161 | OtherDirectExpensesEvent1Amt |
| Event2 | SHAMROCK SHUFFLE | Event2Nm |
| Gross Receipts Event2 | $139,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $82,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $57,450 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $20,742 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $27,523 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,405 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,936 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $22,813 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $22,813 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $975 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,890 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,500 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $325,870 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $82,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $243,870 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $43,876 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $58,494 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,925 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,097 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,892 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $109,978 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 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) | $8,700 | OPERATING SUPPORT |
| ARCHDIOCESE OF CINCINNATI | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | 310538501 | 501(C)(3) | $20,000 | CMA PROGRAM IN HONOR OF BISHOP JOE BINZER |
| BOLD AND BRAVE KIDS FOUNDATION | |||||||
| 7753 COX LANE BOX 27 | WEST CHESTER | OH | 45069 | 475388465 | 501(C)(3) | $8,000 | OPERATING SUPPORT |
| BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY | |||||||
| 8749 CINCINNATI-DAYTON ROAD | WEST CHESTER | OH | 45069 | 463631593 | 501(C)(3) | $75,000 | OPERATING SUPPORT |
| CATHOLIC COMMUNITY FOUNDATION FOR ARCHDIOCESE OF CINCINNATI | |||||||
| 100 E 8TH STREET | CINCINNATI | OH | 45202 | 465162928 | 501(C)(3) | $20,000 | OPERATING SUPPORT |
| CHILDRENS HOSPITAL MEDICAL CENTER | |||||||
| 7777 YANKEE ROAD | LIBERTY TOWNSHIP | OH | 45044 | 310833936 | 501(C)(3) | $97,000 | PROGRAMS AND OPERATING SUPPORT |
| COMPANIONS ON A JOURNEY GRIEF SUPPORT | |||||||
| 8857 CINCINNATI-DAYTON ROAD | WEST CHESTER | OH | 45069 | 770675357 | 501(C)(3) | $11,300 | OPERATING SUPPORT |
| EDGE TEEN CENTERAXIS TEEN CENTER | |||||||
| 7568 WYANDOT LANE UNIT 1 | LIBERTY TOWNSHIP | OH | 45044 | 261438129 | 501(C)(3) | $35,750 | OPERATING SUPPORT |
| FAMILY PROMISE OF BUTLER COUNTY | |||||||
| PO BOX 95 | HAMILTON | OH | 45011 | 472155537 | 501(C)(3) | $30,128 | OPERATING SUPPORT |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33097 | 592174510 | 501(C)(3) | $7,000 | OPERATING SUPPORT |
| FRIENDS OF METROPARKS OF BUTLER COUNTY | |||||||
| PO BOX 691 | HAMILTON | OH | 45012 | 463299413 | 501(C)(3) | $40,000 | DOG PARK IMPROVEMENTS |
| GOOD SAMARITAN HOSPITAL FOUNDATION | |||||||
| 375 DIXMYTH AVENUE | CINCINNATI | OH | 45220 | 311206047 | 501(C)(3) | $20,000 | FRANCIS FUND/PAWS FOR PATIENTS PROGRAM |
| GOOD SHEPHERD CATHOLIC CHURCH | |||||||
| 8815 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | 310850102 | 501(C)(3) | $10,000 | CHAPEL RESTORATION |
| HOLOCAUST & HUMANITY CENTER | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | 205090993 | 501(C)(3) | $9,500 | VIOLINS OF HOPE |
| 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 | CINCINNATI | OH | 45203 | 344471442 | 501(C)(3) | $10,000 | PROGRAMS AND OPERATING SUPPORT |
| KEN ANDERSON ALLIANCE | |||||||
| 11260 CHESTER ROAD SUITE 530 | CINCINNATI | OH | 45246 | 474308747 | 501(C)(3) | $15,000 | OPERATING SUPPORT |
| LAKOTA FAMILY YMCA | |||||||
| 6703 YANKEE ROAD | LIBERTY TOWNSHIP | OH | 45044 | 311223296 | 501(C)(3) | $9,828 | KIDS 2 KAMP PROGRAM |
| LEARNING EXPERIENCE SCHOOL INC | |||||||
| 5651 SW 82ND AVENUE | MIAMI | FL | 33143 | 591913861 | 501(C)(3) | $15,000 | OPERATING SUPPORT |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED (LADD) | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | 310894923 | 501(C)(3) | $15,000 | OPERATING SUPPORT |
| MISSIONARIES OF THE SACRED HEART | |||||||
| 305 SOUTH LAKE STREET | AURORA | IL | 60507 | 361720230 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| MOST VALUEABLE KIDS INC | |||||||
| 4623 WESLEY AVE SUITE F | CINCINNATI | OH | 45212 | 202984595 | 501(C)(3) | $8,000 | OPERATING SUPPORT |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 5963 BOYMEL DRIVE | FAIRFIELD | OH | 45014 | 311413861 | 501(C)(3) | $8,000 | OPERATING SUPPORT |
| PARACHUTE BUTLER COUNTY CASA | |||||||
| 284 N FAIR AVENUE | HAMILTON | OH | 45011 | 311230170 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| PAWS ADOPTION CENTER | |||||||
| 6302 CROSSINGS BLVD | MONROE | OH | 45050 | 311000756 | 501(C)(3) | $10,700 | OPERATING SUPPORT |
| REACH OUT LAKOTA | |||||||
| PO BOX 362 | WEST CHESTER | OH | 45071 | 311356940 | 501(C)(3) | $10,900 | OPERATING SUPPORT |
| RONALD MCDONALD HOUSE - GREATER CINCINNATI | |||||||
| 341 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | 310965333 | 501(C)(3) | $35,000 | OPERATING SUPPORT |
| SUPPORTS TO ENCOURAGE LOW INCOME FAMILIES (SELF) | |||||||
| PO BOX 1322 | HAMILTON | OH | 45012 | 311445223 | 501(C)(3) | $16,264 | PROGRAMS & OPERATING SUPPORT |
| ST GABRIEL PARISH | |||||||
| 48 WEST SHARON AVENUE | CINCINNATI | OH | 45246 | 310538542 | 501(C)(3) | $10,000 | PARISH SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| ST SUSANNA CATHOLIC CHURCH | |||||||
| 616 READING ROAD | MASON | OH | 45040 | 310537156 | 501(C)(3) | $10,000 | PARISH SUPPORT |
| ST XAVIER HIGH SCHOOL | |||||||
| 600 W NORTH BEND ROAD | CINCINNATI | OH | 45244 | 310537511 | 501(C)(3) | $5,000 | THE TIM HOWE SJ SCHOLARSHIP FUND |
| SUMMIT CHURCH OF CHRIST | |||||||
| 6015 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | 020575630 | 501(C)(3) | $10,000 | PARISH SUPPORT |
| UC HEALTH - WEST CHESTER HOSPITAL | |||||||
| 7700 UNIVERSITY DRIVE | WEST CHESTER | OH | 45069 | 311588499 | 501(C)(3) | $18,650 | SPECIAL CARE NURSERY CAMERA SYSTEM |
| UNITED WAY OF GREATER CINCINNATI | |||||||
| 323 N THIRD STREET | HAMILTON | OH | 45011 | 310734490 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| URSULINE ACADEMY | |||||||
| 5535 PFEIFFER ROAD | CINCINNATI | OH | 45242 | 310538555 | 501(C)(3) | $5,000 | OPERATING SUPPORT |
| VOICE OF AMERICA MUSEUM OF BROADCASTING | |||||||
| 8070 TYLERSVILLE ROAD | WEST CHESTER | OH | 45069 | 753040686 | 501(C)(3) | $38,500 | OPERATING SUPPORT |
| 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 | $45,177 | PROGRAM SUPPORT | |
| 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) | $15,675 | KIDS 2 KAMP PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INDIVIDUAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $82,306 | 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 | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,596,695 | 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | 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. 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. 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. |
| 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 XI, LINE 9: | BAD DEBTS -15,000. |
| 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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