VAN WERT COUNTY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VAN WERT COUNTY FOUNDATION (EIN 34-0907558)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202512969349300231
- Schema version
- 2023v6.0
- 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 | 2025-10-23T11:28:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7124 W CENTRAL AVE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340907558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VAN WERT COUNTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANW | BusinessNameControlTxt |
| Phone | 4192381743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 E MAIN ST | AddressLine1Txt |
| City | VAN WERT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SETH BAKER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4192381743 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN G MORSE CPA | PreparerPersonNm |
| PTIN | P01034447 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH BAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 E MAIN ST | AddressLine1Txt |
| City | VAN WERT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,528,850 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VANWERTCOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO RECEIVE AND INVEST CONTRIBUTIONS TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY A DONOR. THE VAN WERT COUNTY FOUNDATION TRANSFORMS QUALITY OF LIFE BY SUPPORTING PURPOSEFUL ENDOWMENTS, INSPIRING COLLECTIVE GROWTH, AND BUILDING INITIATIVES FOR THE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,204,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,491,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $842,341 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,030,141 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,256,382 | PYOtherRevenueAmt |
| CY Other Revenue | $998,749 | CYOtherRevenueAmt |
| PY Total Revenue | $4,303,175 | PYTotalRevenueAmt |
| CY Total Revenue | $4,520,208 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,350,966 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,483,706 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $616,211 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $883,449 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $416,920 | PYOtherExpensesAmt |
| CY Other Expenses | $981,323 | CYOtherExpensesAmt |
| PY Total Expenses | $4,384,097 | PYTotalExpensesAmt |
| CY Total Expenses | $5,348,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$80,922 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$828,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,768,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,906,636 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,312,063 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,432,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,455,945 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,473,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE VAN WERT COUNTY FOUNDATION IS TO TRANSFORM QUALITY OF LIFE BY INSPIRING, FULFILLING, AND SUPPORTING PHILANTHROPY IN AN EFFORT TO CREATE A WELL-RESOURCED AND THRIVING QUALITY OF LIFE FOR OUR SURROUNDING COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,674,745 | ExpenseAmt |
| Grant | $2,178,439 | GrantAmt |
| Desc | ALLOCATIONS TO CHARITABLE ORGANIZATIONS AND TO GOVERNMENTAL UNITS TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF THE CITIZENS OF VAN WERT, OHIO AND SURROUNDING COMMUNITIES AND OTHER SUCH AREAS AS DIRECTED BY OUR DONORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,016,833 | ExpenseAmt |
| Grant | $1,016,833 | GrantAmt |
| Desc | PROVIDED SCHOLARSHIPS TO INDIVIDUAL STUDENTS IN VAN WERT, PAULDING, AND OTHER OHIO COUNTIES WHERE THE FOUNDATION HAS SIGNIFICANT INVOLVEMENT AND THE ABILITY TO MONITOR QUALIFICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $548,374 | ExpenseAmt |
| Grant | $285,434 | GrantAmt |
| Desc | THE FOUNDATION SUPPORTS THE ARTS THROUGH THE SUPPORT OF THE VAN WERT PERFORMING ARTS FOUNDATION WHICH BRINGS PERFORMING ARTS ENTERTAINMENT TO VAN WERT COUNTY AT MULTIPLE VENUES IN THE AREA INCLUDING POWERING THE SUMMER MUSIC SERIES IN FOUNTAIN PARK. THE FOUNDATION ALSO PROMOTES THE ARTS FOR VAN WERT AND THE SURROUNDING COMMUNITIES IN IT'S SUPPORT OF THE WASSENBERG ART CENTER, A NOT FOR PROFIT COMMUNITY ART CENTER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $55,553 | COMPLETED A RENOVATION AND UPGRADE PROJECT OF THE WALKING AND HIKING TRAILS AND PAVILION IN THE HIESTAND WOODS COMMUNITY PARK. | |
| $24,454 | CONTINUE TO PROVIDE MAINTENANCE AND UPKEEP OF THE FRANKLIN PARK COMMUNITY PARK. | |
| $3,000 | REINVIGORATED THE ELEVATE PROGRAM THAT BRINGS NON-PROFIT AND CHARITABLE ORGANIZATION COMMUNITY LEADERSHIP TOGETHER FOR MONTHLY PROGRAMS REGARDING EDUCATION AND NETWORKING OPPORTUNITIES WITH FOUNDATION GRANT SUPPORT AND STAFF TIME AND ENERGY. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $83,007 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,322,959 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HOLLIDAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192381743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 E MAIN ST | AddressLine1Txt |
| City | VAN WERT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45891 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| GARY CLAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RENNER | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK WHITE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM BURENGA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY CZAJKOWSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY HURLESS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| CHARLES KOCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| THAD LICHTENSTEIGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY MYERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS W PURMORT III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM STOLLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| TOM TURNWALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EVA YARGER | |||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 1.00 |
| STACY ADAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON BAGLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT JACKSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH BAKER | |||||||
| CEO | 40.00 | $128,147 | $0 | $11,262 | Yes (X) | ||
| MICHAEL HOLIDAY | |||||||
| CFO | 20.00 | $35,000 | $0 | $942 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $163,147 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,204 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLATTE ARCHITECTS AND DESIGN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1810 CAMPBELL ALLEY SUITE 300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARCHITECTURAL SERVICES | ServicesDesc |
| Compensation | $112,894 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $19,439 | GovernmentGrantsAmt |
| All Other Contributions | $2,471,879 | AllOtherContributionsAmt |
| Noncash Contributions | $3,038 | NoncashContributionsAmt |
| Total Contributions | $2,491,318 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,216,276 | TotalRevenueColumnAmt |
| Exclusion | $1,216,276 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,311,665 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $826,652 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $485,013 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,013 | TotalRevenueColumnAmt |
| Exclusion | $485,013 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,992,866 | SecuritiesAmt |
| Other | $2,989 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,181,990 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$189,124 | SecuritiesAmt |
| Other | $2,989 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$186,135 | TotalRevenueColumnAmt |
| Exclusion | -$186,135 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $513,736 | TotalRevenueColumnAmt |
| Exclusion | $513,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $513,736 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,520,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,028,890 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,466,873 | TotalAmt |
| Program Services | $2,466,873 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,833 | TotalAmt |
| Program Services | $1,016,833 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,351 | TotalAmt |
| Program Services | $43,620 | ProgramServicesAmt |
| Management And General | $131,731 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,033 | TotalAmt |
| Management And General | $524,033 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,397 | TotalAmt |
| Program Services | $40,887 | ProgramServicesAmt |
| Management And General | $42,510 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,717 | TotalAmt |
| Program Services | $4,363 | ProgramServicesAmt |
| Management And General | $48,354 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,951 | TotalAmt |
| Management And General | $47,951 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,023 | TotalAmt |
| Management And General | $63,023 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,091 | TotalAmt |
| Management And General | $14,091 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,329 | TotalAmt |
| Program Services | $34 | ProgramServicesAmt |
| Management And General | $12,295 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,087 | TotalAmt |
| Program Services | $177 | ProgramServicesAmt |
| Management And General | $3,910 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,390 | TotalAmt |
| Management And General | $18,390 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,306 | TotalAmt |
| Management And General | $61,306 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,411 | TotalAmt |
| Program Services | $98,843 | ProgramServicesAmt |
| Management And General | $21,568 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365 | TotalAmt |
| Management And General | $365 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,374 | TotalAmt |
| Program Services | $107,253 | ProgramServicesAmt |
| Management And General | $6,121 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,008 | TotalAmt |
| Program Services | $2,732 | ProgramServicesAmt |
| Management And General | $9,276 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATION EXPENSE | $540,517 | $540,517 | |
| HOSPITALITY/MEALS | $8,228 | $193 | $8,035 |
| MISCELLANEOUS | $6,902 | $634 | $6,268 |
| DUES AND SUBSCRIPTIONS | $6,092 | $6,092 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,348,478 | TotalAmt |
| Program Services | $4,322,959 | ProgramServicesAmt |
| Management And General | $1,025,519 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,235 | BOYAmt |
| EOY | $773,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,293 | BOYAmt |
| EOY | $595,394 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,431 | BOYAmt |
| EOY | $399,761 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,715 | BOYAmt |
| EOY | $1,674,560 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,882 | BOYAmt |
| EOY | $603,733 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,770 | BOYAmt |
| EOY | $147,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,086,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,087,777 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,678,115 | BOYAmt |
| EOY | $11,998,543 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,977,451 | BOYAmt |
| EOY | $50,290,626 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,236,270 | BOYAmt |
| EOY | $11,395,226 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,846 | BOYAmt |
| EOY | $27,846 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,768,008 | BOYAmt |
| EOY | $77,906,636 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,100 | BOYAmt |
| EOY | $203,170 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,842 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,506 | BOYAmt |
| EOY | $689,305 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,451 | BOYAmt |
| EOY | $1,540,255 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312,063 | BOYAmt |
| EOY | $2,432,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,930,794 | BOYAmt |
| EOY | $2,522,791 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,525,151 | BOYAmt |
| EOY | $72,951,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,455,945 | BOYAmt |
| EOY | $75,473,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,768,008 | BOYAmt |
| EOY | $77,906,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$828,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,661,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $184,696 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,474,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,502,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,104,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,204,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,491,318 | CurrentTaxYearAmt |
| Total | $10,778,496 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,474,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,502,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,104,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,204,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,491,318 | CurrentTaxYearAmt |
| Total | $10,778,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,490,385 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,288,111 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,145,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,238,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,630,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,598,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,527,941 | CurrentTaxYearAmt |
| Total | $12,141,767 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,736 | CurrentTaxYearAmt |
| Total | $928,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,849,103 | TotalSupportAmt |
| Public Support CY170 | 0.38950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 65 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,378,563 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,650,914 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,067,464 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $27,846 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,519,757 | BeginningYearBalanceAmt |
| Contributions | $989,255 | ContributionsAmt |
| Investment Earnings Or Losses | $7,160,673 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,098,294 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $485,254 | AdministrativeExpensesAmt |
| End Year Balance | $70,086,137 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,522,483 | BeginningYearBalanceAmt |
| Contributions | $3,613,398 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,104,627 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,820,227 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $691,270 | AdministrativeExpensesAmt |
| End Year Balance | $65,519,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,138,002 | BeginningYearBalanceAmt |
| Contributions | $2,349,139 | ContributionsAmt |
| Investment Earnings Or Losses | $6,804,133 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,143,294 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $625,497 | AdministrativeExpensesAmt |
| End Year Balance | $77,522,483 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,798,679 | BeginningYearBalanceAmt |
| Contributions | $2,195,834 | ContributionsAmt |
| Investment Earnings Or Losses | $8,604,206 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,901,807 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $558,910 | AdministrativeExpensesAmt |
| End Year Balance | $71,138,002 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,848,023 | BeginningYearBalanceAmt |
| Contributions | $974,905 | ContributionsAmt |
| Investment Earnings Or Losses | $10,895,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,541,241 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,845,302 | OtherExpendituresAmt |
| Administrative Expenses | $533,688 | AdministrativeExpensesAmt |
| End Year Balance | $63,798,679 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,335,174 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $457,664 | OtherCostOrOtherBasisAmt |
| Book Value | $4,792,838 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,653,120 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,890,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,012,522 | DepreciationAmt |
| Book Value | $5,531,154 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,255 | DepreciationAmt |
| Book Value | $46,304 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,628,247 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,628,247 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,998,543 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CHARITABLE TRUSTS | $3,196,221 | C |
| CSV LIFE INSURANCE | $487,307 | C |
| INVESTMENTS AT EQUITY | $7,711,698 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,395,226 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE TRUST LIABILITIES | Desc |
| Amt | $1,540,255 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,540,255 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | SCULPTURES ON THE WASSENBERG ART CENTER PROPERTY FOR THE ENJOYMENT OF THE GENERAL PUBLIC. |
| PART IV, LINE 2B: | THE FOUNDATION IS THE TRUSTEE FOR CHARITABLE REMAINDER TRUSTS. THE FOUNDATION HAS A SIGNIFICANT REMAINDER INTEREST IN EACH OF THE CHARITABLE REMAINDER TRUSTS. EACH CHARITABLE REMAINDER TRUST FILES ITS OWN FEDERAL TAX RETURN. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INVESTED SO THAT THE INCOME CAN BE USED TO FURTHER THE MENTAL, MORAL, INTELLECTUAL OR PHYSICAL WELFARE AND ADVANCEMENT OF CITIZENS OF VAN WERT COUNT, OHIO AND SUCH OTHER AREAS AS DIRECTED BY DONORS. |
| PART X, LINE 2: | FOOTNOTE IN THE CONSOLIDATED FINANCIAL STATEMENTS: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BRUMBACK LIBRARY | ||||||||
| 215 W MAIN ST | VAN WERT | OH | 45891 | 341682720 | GOVT | $30,395 | $0 | OPERATING GRANT |
| BUSINESS DEVELOPMENT CORPORATION | ||||||||
| 685 FOX RD SUITE 101 | VAN WERT | OH | 45891 | 260292725 | 501(C)(3) | $20,000 | $0 | OPERATING GRANT |
| CAREER CONNECTIONS OF VAN WERT COUNTY | ||||||||
| PO BOX 244 | VAN WERT | OH | 45891 | 870818062 | 501(C)(3) | $6,000 | $0 | OPERATING GRANT |
| CITY OF VAN WERT | ||||||||
| 515 E MAIN ST | VAN WERT | OH | 45891 | 341521028 | GOVT | $39,557 | $0 | OPERATING GRANT |
| CRESTVIEW HERITAGE BOND | ||||||||
| 9193 LINCOLN HIGHWAY | VAN WERT | OH | 45891 | 320078882 | 501(C)(3) | $10,092 | $0 | RELIGIOUS EDUCATION |
| CRESTVIEW LOCAL SCHOOLS | ||||||||
| 531 TULLY ST | CONVOY | OH | 45832 | 346408869 | GOVT | $47,581 | $0 | EDUATOR TEACHING AIDS, SCHOLARSHIPS, AND OPERATING GRANTS |
| CULVER MILITARY ACADEMY | ||||||||
| 1300 ACADEMY RD 153 | CULVER | IN | 46511 | 350868071 | 501(C)(3) | $34,859 | $0 | SCHOLARSHIPS |
| EVERGREEN GARDEN CLUB | ||||||||
| 111 BOYD AVE | VAN WERT | OH | 45891 | 943478584 | $12,000 | $0 | FOUNTAIN PARK LANDSCAPE RESTORATION | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 110 W CRAWFORD ST | VAN WERT | OH | 45891 | 341081404 | 501(C)(3) | $155,367 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 113 W CENTRAL AVE | VAN WERT | OH | 45891 | 344451869 | 501(C)(3) | $10,980 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| FRANKLIN PARK FUND | ||||||||
| 138 E MAIN ST | VAN WERT | OH | 45891 | 340907558 | GOVT | $26,876 | $0 | OPERATING GRANTOPERATING AND IMPROVEMENTS GRANT |
| HIESTAND WOODS OPERATING FUND | ||||||||
| 138 E MAIN ST | VAN WERT | OH | 45891 | 340907558 | GOVT | $152,000 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| LIFEWISE ACADEMY | ||||||||
| PO BOX 702 | VAN WERT | OH | 45891 | 454002535 | 501(C)(3) | $12,129 | $0 | RELIGIOUS EDUCATION |
| LINCOLNVIEW BIBLE BOARD | ||||||||
| 10125 OLD TILE FACTORY RD | VAN WERT | OH | 45891 | 271719706 | 501(C)(3) | $9,325 | $0 | RELIGIOUS EDUCATION |
| MAIN STREET VAN WERT INC | ||||||||
| 136 E MAIN STREET | VAN WERT | OH | 45891 | 341930501 | GOVT | $17,700 | $0 | OPERATING GRANT |
| NEW HORIZONS COMMUNITY CHURCH | ||||||||
| 833 S MAIN ST | ROCKFORD | OH | 45882 | 341189233 | 501(C)(3) | $35,675 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| OHIO CITY VOLUNTEER FIRE DEPARTMENT & EMS | ||||||||
| PO BOX 246 | OHIO CITY | OH | 45874 | 346401003 | GOVT | $8,802 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| OHIO HEALTH FOUNDATION | ||||||||
| 3430 OHIO HEALTH PARKWAY 3RD FLOOR | COLUMBUS | OH | 43202 | 237446919 | $38,913 | $0 | OPERATING GRANT AND GENERAL PURPOSES | |
| OSU EXTENSION VAN WERT COUNTY | ||||||||
| 1055 S WASHINGTON ST | VAN WERT | OH | 45891 | 316025986 | $5,500 | $0 | SMILEY PARK CHILDREN'S GARDEN ADDITIONS | |
| PERFORMING ARTS OPERATING FUND | ||||||||
| 10700 ST RTE 188 | VAN WERT | OH | 45891 | 870753478 | 501(C)(3) | $346,705 | $0 | OPERATING GRANTOPERATING AND COMMUNITY ENTERTAINMENT PROGRAMMING |
| PHILANTHROPY OHIO | ||||||||
| 500 SOUTH FRONT ST | COLUMBUS | OH | 43215 | 311111842 | 501(C)(3) | $7,485 | $0 | OPERATING GRANT |
| PLC HEALTH CLINIC | ||||||||
| 215 N MARKET ST | VAN WERT | OH | 45891 | 341899576 | 501(C)(3) | $7,557 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | 362208386 | 501(C)(3) | $17,430 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| TRINITY GLOBAL METHODIST CHURCH | ||||||||
| 220 SOUTH WALNUT ST | VAN WERT | OH | 45891 | 341081404 | 501(C)(3) | $25,349 | $0 | SCHOLARSHIP ASSISTANCE |
| VAN WERT 4-H EXCHANGE CLUB | ||||||||
| 12479 COOPER RD | VAN WERT | OH | 45891 | 261357207 | $7,000 | $0 | COMMUNITY HOLIDAY LIC | |
| VAN WERT AREA ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 145 E MAIN ST | VAN WERT | OH | 45891 | 812588014 | 501(C)(3) | $7,500 | $0 | COMMUNITY ECONOMIC DEVELOPMENT PROGRAMS |
| VAN WERT AREA PERFORMING ARTS FOUNDATION | ||||||||
| 10700 ST RTE 118 | VAN WERT | OH | 45891 | 870753478 | 501(C)(3) | $240,434 | $0 | OPERATING AND COMMUNITY ENTERTAINMENT PROGRAMMING |
| VAN WERT CITY SCHOOLS | ||||||||
| 10708 ST RTE 118 | VAN WERT | OH | 45891 | 346401505 | GOVT | $90,033 | $0 | OPERATING, GENERAL PURPOSES, AND SCHOLARSHIPS GRANTS |
| VAN WERT CIVIC THEATRE INC | ||||||||
| 118 S RACE ST | VAN WERT | OH | 45891 | 237029149 | 501(C)(3) | $14,477 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| VAN WERT COUNTY 4-H | ||||||||
| 1055 S WASHINGTON ST | VAN WERT | OH | 45891 | 341213582 | 501(C)(3) | $39,347 | $0 | SCHOLARSHIPS |
| VAN WERT COUNTY AGRICULTURAL SOCIETY | ||||||||
| 1055 S WASHINGTON ST | VAN WERT | OH | 45891 | 344429710 | 501(C)(3) | $24,875 | $0 | OPERATING GRANT |
| VAN WERT COUNTY AIRPORT AUTHORITY | ||||||||
| 1400 LESSON AVE | VAN WERT | OH | 45891 | 341232118 | GOVT | $8,112 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| VAN WERT COUNTY HISTORICAL SOCIETY | ||||||||
| 602 N WASHINGTON ST | VAN WERT | OH | 45891 | 346535461 | 501(C)(3) | $13,760 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| VAN WERT COUNTY HUMANE SOCIETY | ||||||||
| 550 FOX ROAD | VAN WERT | OH | 45891 | 474101744 | 501(C)(3) | $10,290 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| VAN WERT COUNTY OFFICE OF THE AUDITOR | ||||||||
| 114 E MAIN ST | VAN WERT | OH | 45891 | $20,000 | $0 | PARKS DISTRICT BIKE PATH RESURFACING | ||
| VAN WERT COUNTY SHERIFF | ||||||||
| 113 N MARKET ST | VAN WERT | OH | 45891 | $8,802 | $0 | OPERATING GRANT AND GENERAL PURPOSES | ||
| VAN WERT ROTARY FOUNDATION | ||||||||
| 9903 RINGWALD RD | MIDDLE POINT | OH | 45863 | 346895960 | 501(C)(3) | $19,919 | $0 | ROTARY CLUB SCHOLARSHIP PROGRAM |
| VAN WERT SERVICE CLUB | ||||||||
| PO BOX 161 | VAN WERT | OH | 45891 | 205216697 | 501(C)(3) | $11,796 | $0 | YOUTH SELF RELIANCE AWARDS BANQUET |
| VANTAGE CAREER CENTER | ||||||||
| 818 N FRANKLIN ST | VAN WERT | OH | 45891 | 341146218 | GOVT | $147,829 | $0 | DEVELOPMENT OF NEW ELECTRONICS DEPARTMENT EDUCATIONAL PROGRAMMING |
| WASSENBERG ART CENTER ASSOCIATION | ||||||||
| 214 S WASHINGTON ST | VAN WERT | OH | 45891 | 341377187 | 501(C)(3) | $45,000 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| WEE CARE LEARNING CENTER | ||||||||
| 10485 VAN WERT DECATUR RD | VAN WERT | OH | 45891 | 341289855 | 501(C)(3) | $21,191 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| WOODLAND CEMETARY | ||||||||
| 10968 WOODLAND DR | VAN WERT | OH | 45891 | GOVT | $19,278 | $0 | OPERATING AND IMPROVEMENTS GRANT | |
| WORLD GOSPEL MISSION | ||||||||
| PO BOX 948 | MARION | IN | 46952 | 350911947 | 501(C)(3) | $6,540 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| YMCA OF VAN WERT COUNTY | ||||||||
| 408 E MAIN ST | VAN WERT | OH | 45891 | 344430540 | 501(C)(3) | $8,182 | $0 | OPERATING GRANT AND GENERAL PURPOSES |
| YMCA OF VAN WERT COUNTY | ||||||||
| 241 W MAIN ST | VAN WERT | OH | 45891 | 344428264 | 501(C)(3) | $74,531 | $0 | OPERATING AND IMPROVEMENTS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 356 | RecipientCnt |
| Cash Grant | $1,016,833 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS EXPENDITURE RESPONSIBILITY FOR ANY GRANT FUNDS AWARDED TO 501(C)(3) ORGANIZATIONS AND GOVERNMENTAL UNITS. APPLICATION DOCUMENTS ARE RECEIVED FROM ORGANIZATIONS REQUESTING GRANT ASSISTANCE BY THE FOUNDATION. THE GRANTEE AWARD INFORMATION PROVIDED TO THE GRANTEE INCLUDES REPORTING DOCUMENTATION REQUIREMENTS FORM THE GRANTEE THAT THE FOUNDATION WILL UTILIZE TO EVALUATE GRANT PERFORMANCE AND ENSURE THE FUNDS ARE SPENT ACCORDING TO THE DESIGNATED PURPOSES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TIM STOLLER | |||
| BOARD MEMBER | $15,000 | TIM STOLLER IS THE CEO AND FOUNDER OF STRATEGENCE CAPITAL. VAN WERT COUNTY FOUNDATION HAS PLACED APPROXIMATELY $50.2 MILLION WITH STRATEGENCE CAPITAL FOR INVESTMENT MANAGEMENT. STRATEGENCE CAPITAL GAINED THE ACCOUNT PRIOR TO TIM STOLLER JOINING THE BOARD. THE TRANSACTION IS ARM'S LENGTH AND THE INVESTMENT FEE RATE HAS NOT CHANGED SINCE TIM STOLLER JOINED THE BOARD. | 0 |
| FRANCIS W PURMORT III | |||
| BOARD MEMBER | $27,000,000 | FRANCIS W PURMORT III IS THE FORMER PRESIDENT, CEO AND CHAIRMAN OF THE BOARD AT CENTRAL MUTUAL INSURANCE COMPANY. CENTRAL MUTUAL INSURANCE COMPANY PARTNERED WITH VAN WERT COUNTY FOUNDATION IN THE VAN WERT FORWARD PROJECT TO FURTHER THE FOUNDATION'S WORK TO CREATE A WELL-RESOURCED AND THRIVING QUALITY OF LIFE FOR VAN WERT. CENTRAL MUTUAL INSURANCE COMPANY IS A MUTUAL COMPANY OWNED BY POLICYHOLDERS; AS SUCH, FRANCIS W PURMORT III WOULD NOT HAVE HAD PERSONAL GAINS RELATED TO THE TRANSACTIONS. | 0 |
| CINDY HURLESS | |||
| BOARD MEMBER | $27,000,000 | CINDY HURLESS IS THE COO OF CENTRAL MUTUAL INSURANCE COMPANY. CENTRAL MUTUAL INSURANCE COMPANY PARTNERED WITH VAN WERT COUNTY FOUNDATION IN THE VAN WERT FORWARD PROJECT TO FURTHER THE FOUNDATION'S WORK TO CREATE A WELL-RESOURCED AND THRIVING QUALITY OF LIFE FOR VAN WERT. CENTRAL MUTUAL INSURANCE COMPANY IS A MUTUAL COMPANY OWNED BY POLICYHOLDERS; AS SUCH, CINDY HURLESS WOULD NOT HAVE HAD PERSONAL GAINS RELATED TO THE TRANSACTIONS. | 0 |
| EVAN PURMORT | |||
| FAMILY OF BOARD MEMBER | $27,000,000 | EVAN PURMORT IS THE CEO OF CENTRAL MUTUAL INSURANCE COMPANY AND THE FAMILY MEMBER OF FRANCIS W PURMORT III, A CURRENT BOARD MEMBER. CENTRAL MUTUAL INSURANCE COMPANY PARTNERED WITH VAN WERT COUNTY FOUNDATION IN THE VAN WERT FORWARD PROJECT TO FURTHER THE FOUNDATION'S WORK TO CREATE A WELL-RESOURCED AND THRIVING QUALITY OF LIFE FOR VAN WERT. AT THE TIME OF THE INITIAL PARTNERSHIP, CENTRAL MUTUAL INSURANCE COMPANY IS A MUTUAL COMPANY OWNED BY POLICYHOLDERS; AS SUCH, EVAN PURMORT WOULD NOT HAVE HAD PERSONAL GAINS RELATED TO THE TRANSACTIONS. | 0 |
| CHARLES KOCH | |||
| BOARD MEMBER | $56,567 | CHARLES KOCH IS A PARTNER AT KOCH & WHITE LAW LLC. CHARLES KOCH WAS CONTRACTED BY THE PHASE I DEVELOPMENT GROUP TO HANDLE THE TITLE WORK FOR THE VAN WERT FORWARD PROJECT. BOTH VAN WERT FORWARD I LLC AND CONANT BUILDING LLC PAID HIS LAW FIRM FOR SERVICES. THE TRANSACTIONS WERE ARM'S LENGTH. | 0 |
| TOM TURNWALD | |||
| BOARD MEMBER | $935,693 | TOM TURNWALD IS THE PRINCIPAL OF MILLWORK BRANDS AND NATIONAL DOOR AND TRIM. MILLWORK BRANDS AND NATIONAL DOOR AND TRIM PROVIDED RENOVATION AND REMODELING SERVICES FOR PHASE I OF THE VAN WERT FORWARD PROJECT. THE GENERAL CONTRACTOR OF VAN WERT FORWARD PROJECT, MODEL CONSTRUCTION, SELECTED THE SUBCONTRACTOR FOR THE PROJECT. BOTH MILLWORK BRANDS AND NATIONAL DOOR AND TRIM ARE SUBCONTRACTORS UNDER MODEL CONSTRUCTION. BOTH VAN WERT FORWARD I LLC AND CONANT BUILDING LLC PAID MODEL CONSTRUCTION FOR SERVICES. MODEL CONSTRUCTION THEN PAID THEIR SUBCONTRACTORS, INCLUDING MILLWORK BRANDS AND NATIONAL DOOR AND TRIM FOR THE WORK PERFORMED. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ANDY CZAJKOWSKI & BRIAN RENNER:BUSINESS RELATIONSHIP CHARLES KOCH & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP CHARLES KOCH & GARY CLAY:BUSINESS RELATIONSHIP EVA YARGER & MARK WHITE:BUSINESS RELATIONSHIP EVA YARGER & CHARLES KOCH:BUSINESS RELATIONSHIP MARK WHITE & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP MARK WHITE & GARY CLAY:BUSINESS RELATIONSHIP MARK WHITE & CHARLES KOCH:BUSINESS RELATIONSHIP MARK WHITE & RANDY MYERS:BUSINESS RELATIONSHIP RANDY MYERS & BRIAN RENNER:BUSINESS RELATIONSHIP TOM TURNWALD & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP TOM TURNWALD & CHARLES KOCH:BUSINESS RELATIONSHIP CINDY HURLESS & FRANCIS W PURPORT III:BUSINESS RELATIONSHIP TIM STOLLER & ANDY CZAJKOWSKI:BUSINESS RELATIONSHIP TIM STOLLER & TOM TURNWALD:BUSINESS RELATIONSHIP TIM STOLLER & GARY CLAY:BUSINESS RELATIONSHIP TIM STOLLER & GARY TAYLOR:BUSINESS RELATIONSHIP MARK WHITE & JON BAGLEY:BUSINESS RELATIONSHIP TOM TURNWALD & PAT JACKSON:BUSINESS RELATIONSHIP GARY CLAY & JON BAGLEY:FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND CEO PRIOR TO FILING. THE BOARD LATER APPROVES THE FORM 990 AT A NORMALLY SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE TO WHOM THE BOARD OF TRUSTEES HAS DELEGATED POWERS ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. COMPLIANCE IS MONITORED AT LEAST ANNUALLY. DISCIPLINARY AND CORRECTIVE ACTION IS TAKEN FOR ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCES AND SALARIES OF ALL EMPLOYEES AND RECOMMENDS ANY SALARY ADJUSTMENTS TO THE BOARD OF TRUSTEES. ANY SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST TO THE TRUSTEES OR EXECUTIVE SECRETARY. COPIES ARE MADE IF REQUESTED. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE CRT 142,455. CHANGE IN VALUE LIFE INSURANCE 42,241. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VAN WERT AREA PERFORMING ARTS FOUNDATION | ||||||||||
| 10700 STATE RTE 118 | VAN WERT | OH | 45891 | 870753478 | PERFORMING ARTS | OH | 501(C)(3) | LINE 12A, I | VAN WERT COUNTY FOUNDATION | Yes (1) |
| WASSENBERG ART CENTER ASSOCIATION | ||||||||||
| 214 S WASHINGTON STREET | VAN WERT | OH | 45891 | 341377187 | VISUAL ARTS | OH | 501(C)(3) | LINE 12A, I | VAN WERT COUNTY FOUNDATION | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONANT BUILDING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 E MAIN STREET | AddressLine1Txt |
| City | VAN WERT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874799135 | EIN |
| Primary Activities | REAL ESTATE INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN WERT FORWARD MANAGING MEMBER LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | -$1,446 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,116,242 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.51000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN WERT FORWARD MANAGING MEMBER LLC | ||||||||||||
| 138 E MAIN ST | VAN WERT | OH | 45891 | 880957832 | DOWNTOWN REVITALIZATION | OH | THE VAN WERT COUNTY FOUNDATION | C | -$225,276 | $13,285,531 | 1.00000 | 0 |
| VWF INC | ||||||||||||
| 138 E MAIN ST | VAN WERT | OH | 45891 | 881115815 | MANAGER OF VAN WERT FORWARD I LLC | OH | THE VAN WERT COUNTY FOUNDATION | C | $150,155 | $1,824,715 | 1.00000 | 0 |
| VWF INVESTOR LLC | ||||||||||||
| 138 E MAIN ST | VAN WERT | OH | 45891 | 881094238 | REAL ESTATE INVESTMENT | OH | VWF INC | C | -$200,440 | $5,189,230 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE VAN WERT AREA PERFORMING ARTS FOUNDATION | ||
| B | $240,434 | FMV |
| THE VAN WERT AREA PERFORMING ARTS FOUNDATION | ||
| O | $90,841 | FMV |
| WASSENBERG ART CENTER ASSOCIATION | ||
| O | $81,010 | FMV |
| VWF INC | ||
| D | $1,674,560 | FMV |
Comments