2018-05-15T14:13:28-04:00 2017-12-31 341495118 BASHORE REINECK STOLLER & WATERMAN INC 685 FOX ROAD SUITE 101 VAN WERT OH 45891 990 2017-01-01 340907558 THE VAN WERT COUNTY FOUNDATION VANW 4192381743 138 E MAIN ST VAN WERT OH 45891 SETH BAKER EXEC SEC 4192381743 2018-05-15 true GLORIA A WATERMAN P00080971 4192380658 2018-05-15 2017 2022-09-23 18:48:47Z SETH BAKER 138 E MAIN ST VAN WERT OH 45891 7920496 false X WWW.VANWERTCOUNTYFOUNDATION.ORG X 1925 OH 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. 15 15 11 0 921168 2821702 0 1256765 1630362 326101 486704 2504034 4938768 2735409 2963796 0 245324 282255 0 0 183605 186187 3164338 3432238 -660304 1506530 55229740 62499650 5231 5658 55224509 62493992 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. false false 825500 797969 SCHOLARSHIPS PROVIDED TO INDIVIDUALS IN VAN WERT,PAULDING, AND OTHER COUNTIES IN OHIO WHERE THE FOUNDATION HAS SIGNIFICANT INVOLVEMENT MONITORING QUALIFICATIONS. 2157069 2092689 ALLOCATIONS TO CHARITABLE ORGANIZATIONS AND TO GOVERNMENTAL UNITS 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 THE DONOR. INCLUDED ARE ALLOCATIONS TO AND EXPENSES PAID FOR THE OPERATION OF THE WASSENBERG ART CENTER, VAN WERT AREA PERFORMING ARTS FOUNDATION, AND HIESTAND WOODS. 87689 73138 THE FOUNDATION ALLOCATES FUNDS TO PROVIDE COMMUNITY CONCERTS IN THE PARK FOR AREA RESIDENTS. 3070258 true true false false false true false false true true true false false false true false true false false false false false false false false false false true true false false false false false false false false false true false false false false true true true false false true X 2 0 true 11 true false false false false false false false false false false false false false true false X 15 15 true false false false false false false true true false false false true true true true true true false false OH X VAN WERT COUNTY FOUNDATION 4192381743 138 E MAIN ST VAN WERT OH 45891 THAD LICHTENSTEIGER PAST PRESIDE 1.00 X X 0 0 0 PAUL SVABIK PRESIDENT 1.00 X X 0 0 0 ANDREW CZAJKOWSKI VICE PRESIDE 1.00 X X 0 0 0 CHARLES F KOCH SECRETARY 1.00 X X 0 0 0 BRUCE C KENNEDY TRUSTEE 1.00 X 0 0 0 BRIAN RENNER TRUSTEE 1.00 X 0 0 0 EVA YARGER TRUSTEE 1.00 X 0 0 0 GARY L CLAY TRUSTEE 1.00 X 0 0 0 MICHAEL T CROSS TRUSTEE 1.00 X 0 0 0 ROBERT C YOUNG TRUSTEE 1.00 X 0 0 0 MICHAEL ZEDAKER TRUSTEE 1.00 X 0 0 0 FRANCIS W PURMORT III TRUSTEE 1.00 X 0 0 0 GARY TAYLOR TRUSTEE 1.00 X 0 0 0 LARRY GREVE TRUSTEE 1.00 X 0 0 0 MARK WHITE TRUSTEE 1.00 X 0 0 0 SETH BAKER EXEC SEC 40.00 X 69250 0 7391 69250 7391 false false false 19050 2802652 141814 2821702 1157705 1157705 710590 223886 486704 486704 486704 3112697 117802 2753937 3905 358760 113897 472657 472657 4938768 2117066 2077636 2077636 886160 886160 69249 10387 58862 146007 21262 124745 11460 1761 9699 38861 6220 32641 16678 2452 14226 9174 9174 40835 40835 15000 15000 3121 3121 4895 4895 7698 7698 4305 4305 71946 64380 7566 11510 11510 COPIER/PRINTER COSTS 6971 6971 INTERNET FEES & WEBSITE 4139 4139 DUES AND SUBSCRIPTIONS 3639 3639 HOSPITALITY FOR EVENTS 2260 2260 694 694 3432238 3070258 361980 0 356204 400609 29156 3981 7413723 963331 6416362 6450392 48370157 55382698 37387 242240 20474 19730 55229740 62499650 1370 1797 3861 3861 5231 5658 X 55224509 62493992 55224509 62493992 55229740 62499650 1506530 5762953 X false true X true false X 4490040 2751216 1047529 921168 2821702 12031655 4490040 2751216 1047529 921168 2821702 12031655 3875647 8156008 1596353 1659780 1582492 1624170 1868295 8331090 20362745 0.40050 0.38820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 632763 470246 723082 true true true 3938129 657676 232943 4362862 false 54610035 2132007 7975860 2493550 64380 389062 61770910 52928697 663959 3952296 2520988 64215 349714 54610035 53667629 596174 808057 1765205 62680 315278 52928697 50194171 2522374 2977384 1640680 42758 342862 53667629 40815748 3862834 7293171 1447331 14682 315569 50194171 1.00000 false false 3767371 365276 4132647 2165762 437524 1728238 1069813 490015 579798 45501 35792 9709 6450392 DEFERRED REAL ESTATE DAMAGES 3861 3861 10993160 5762953 291439 6054392 4938768 4938768 3432238 3432238 3432238 SCHEDULE D, PAGE 2, PART IV, LINE 1B THE VAN WERT COUNTY FOUNDATION IS THE TRUSTEE FOR FIVE 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 FORM 5227 OR FORM 1041. SCHEDULE D, PAGE 2, 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 COUNTY, OHIO AND SUCH OTHER AREAS AS DIRECTED BY DONORS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 291,439 true BUSINESS DEVELOPMENT CORP 515 E MAIN ST VAN WERT OH 45891 260292725 3 15000 OPPORTUNITY FUND CITY OF VAN WERT 515 E MAIN ST VAN WERT OH 45891 346401506 GOV 413798 FRANKLIN PARK CITY OF VAN WERT 515 E MAIN ST VAN WERT OH 45891 346401506 GOV 14166 DOG PARK CITY OF VAN WERT 515 E MAIN ST VAN WERT OH 45891 346401506 GOV 220131 FRANKLIN PARK CRESTVIEW HERITAGE BOARD C/O TIM WALTZ 9193 LINCOLN HWY VAN WERT OH 45891 320078882 3 5101 RELIGIOUS EDUCATION CROSS OVER THE HILL 10299 ST RTE 118 PO BOX 702 VAN WERT OH 45891 275199308 3 6250 RELIGIOUS EDUCATION CROSS OVER THE HILL 10299 ST RTE 118 PO BOX 702 VAN WERT OH 45891 275199308 3 10101 RELIGIOUS EDUCATION CULVER EDUCATIONAL FOUNDATION 1300 ACADEMY RD 153 CULVER IN 46511 350868071 3 25410 SCHOLARSHIP GRANT DELPHOS KIWANIS CLUB PO BOX 172 DELPHOS OH 45833 346564594 4 7994 SPLASH PAD FIRST PRESBYTERIAN CHURCH 110 W CRAWFORD VAN WERT OH 45891 344428937 3 106355 GENERAL USE FIRST UNITED METHODIST CHURCH 113 W CENTRAL AVE VAN WERT OH 45891 344451869 3 6875 GENERAL & RECITALS HOLIDAY AT HOME 120 E MAIN ST VAN WERT OH 45891 341799204 3 12500 FIREWORKS LINCOLNVIEW BIBLE BOARD 1175 WESTWOOD DR VAN WERT OH 45891 271719706 3 5101 RELIGIOUS EDUCATION MIDDLE POINT COMM RECREATION ASSN PO BOX 205 MIDDLE POINT OH 45863 341307069 3 10000 RESTROOMS NEW HORIZONS COMMUNITY CHURCH 833 S MAIN ST ROCKFORD OH 45882 341189233 3 14000 . GENERAL USE OSU EXTENSION OF VAN WERT COUNTY 1055 S WASHINGTON ST VAN WERT OH 45891 316025986 GOV 8675 4-H YOUTH DEVELOP OSU EXTENSION OF VAN WERT COUNTY 1055 S WASHINGTON ST VAN WERT OH 45891 316025986 GOV 6500 JR FAIR LIVESTOCK OSU EXTENSION OF VAN WERT COUNTY 1055 S WASHINGTON ST VAN WERT OH 45891 316025986 GOV 10000 FARM BUREAU FUND OSU EXTENSION OF VAN WERT COUNTY 1055 S WASHINGTON ST VAN WERT OH 45891 316025986 GOV 9500 AG TESTING PLEASANT TOWNSHIP CEMETARY 10968 WOODLAND AVE VAN WERT OH 45891 346401609 GOV 12700 MAINTENANCE SIGMA CHI FOUNDATIONS 1714 HINMAN AVE EVANSTON IL 60201 362208386 3 12700 GENERAL USE STARR COMMONWEALTH 13725 STARR COMMONWEALTH RD ALBION MI 49224 381359593 3 5098 SCH & TRAINING PROG THE BRUMBACK LIBRARY 215 W MAIN ST VAN WERT OH 45891 341682720 GOV 21320 GENERAL USE TRINITY UNITED METHODIST CHURCH 220 S WALNUT ST VAN WERT OH 45891 341018995 3 21250 SCHOLARSHIP FUNDS VAN WERT AREA CONV & VISITORS CTR 136 E MAIN ST VAN WERT OH 45891 010609356 6 10000 RIB FEST VAN WERT AREA PERFORMING ARTS FOUND 10700 ST RT 118 VAN WERT OH 45891 870753478 3 56495 GENERAL USE VAN WERT AREA PERFORMING ARTS FOUND 10700 ST RT 118 VAN WERT OH 45891 870753478 3 75000 OPERATIONAL GRANT VAN WERT AREA PERFORMING ARTS FOUND 10700 ST RT 118 VAN WERT OH 45891 870753478 3 34406 OPERATIONAL PURPOSES VAN WERT AREA PERFORMING ARTS FOUND 10700 ST RT 118 VAN WERT OH 45891 870753478 3 50000 GALA EVENT VAN WERT AREA PERFORMING ARTS FOUND 10700 ST RT 118 VAN WERT OH 45891 870753478 3 29190 CAPITAL IMPROVEMENT VAN WERT CITY SCHOOLS 205 W CRAWFORD VAN WERT OH 45891 346401505 GOV 18404 NPAC CAPITAL IMPROV VAN WERT CITY SCHOOLS 205 W CRAWFORD VAN WERT OH 45891 346401505 GOV 21185 NEEDY CHILDREN VAN WERT CITY SCHOOLS 205 W CRAWFORD VAN WERT OH 45891 346401505 GOV 25410 MUSIC PROGRAM VAN WERT CITY SCHOOLS 205 W CRAWFORD VAN WERT OH 45891 346401505 GOV 15777 WASHINGTON SHELTER VAN WERT CIVIC THEATER PO BOX 823 VAN WERT OH 45891 237029149 3 9755 YOUTH PROGRAMS VAN WERT CO AGRICULTURAL SOCIETY 1055 S WASHINGTON ST VAN WERT OH 45891 344429710 3 20000 JR FAIR BUILDING VAN WERT CO HISTORICAL SOCIETY 602 N WASHINGTON STREET VAN WERT OH 45891 346535461 3 7555 GENERAL USE VAN WERT CO AIRPORT AUTHORITY 1400 LEESON AVE VAN WERT OH 45891 341232118 GOV 10000 FFA GRANT VAN WERT COUNCIL ON AGING 220 FOX RD VAN WERT OH 45891 341158231 3 20000 BUILDING CAMPAIGN VAN WERT COUNTY HOSPITAL 1250 S WASHINGTON ST VAN WERT OH 45891 344429514 GOV 26175 GENERAL VAN WERT COUNTY SALVATION ARMY 1180 S WASHINGTON ST PO BOX 791 VAN WERT OH 45891 135562351 3 10000 BUILDING CAMPAIGN VAN WERT COUNTY TREASURER 121 E MAIN ST VAN WERT OH 45891 346401507 GOV 14018 VETERANS OFFICE VAN WERT RECREATIONAL & PARKS DEPT 515 E MAIN ST VAN WERT OH 45891 346401506 GOV 14898 HIESTAND WOODS VAN WERT ROTARY FOUNDATION 14132 MIDDLE POINT RD VAN WERT OH 45891 346895960 4 14530 SCHOARSHIP VAN WERT SERVICE CLUB PO BOX 161 VAN WERT OH 45891 205216697 4 10842 SCHOLARSHIPS/BANQUET VANTAGE CAREER CENTER 818 N FRANKLIN VAN WERT OH 45891 341146218 GOV 108800 GED TEST, EDUC PROG VILLG OF CONVOY HISTORICAL SOCIETY PO BOX 489 CONVOY OH 45832 611454610 3 8000 OPERA HOUSE WASSENBURG ART CENTER 643 S WASHINGTON ST VAN WERT OH 45891 341377187 3 5800 CAPITAL IMPROVEMENT WASSENBURG ART CENTER 643 S WASHINGTON ST VAN WERT OH 45891 341377187 3 7750 AWARDS WASSENBURG ART CENTER 643 S WASHINGTON ST VAN WERT OH 45891 341377187 3 175345 OPERATION OF ART CTR WORLD GOSPEL MISSION PO BOX 948 MARION IN 46952 350911947 3 6540 RELIGIOUS USE YMCA 241 W MAIN ST VAN WERT OH 45891 344428264 3 25000 BLDG REPAIRS & MAINT YMCA 241 W MAIN ST VAN WERT OH 45891 344428264 3 42840 GENERAL USE YWCA 408 E MAIN ST VAN WERT OH 45891 344430540 3 5900 GENERAL YWCA 408 E MAIN ST VAN WERT OH 45891 344430540 3 50000 SHELTER/HOUSING PROG 51 4 SCHOLARSHIPS TO STUDENTS 10 25500 SCHOLARSHIPS TO STUDENTS 236 766469 SENIOR/SECRETARIAL AWARDS 5 6000 COMMUNITY CONCERT EXPENSE 73138 FAIR AWARDS 362 15053 SCHEDULE I, PAGE 1, PART I, LINE 2 THE VAN WERT COUNTY FOUNDATION MAINTAINS EXPENDITURE RESPONSIBILITY FOR ANY GRANT FUNDS AWARDED TO ENTITIES OTHER THAN GOVERNMENTAL UNITS OR 501(C)(3) ORGANIZATIONS. REPORTS AND DOCUMENTATION ARE OBTAINED FROM THESE ENTITIES TO ENSURE FUNDS ARE SPENT ACCORDING TO THE PURPOSES DESIGNATED. X 1 107342 PUBLISHED MARKET PRICE X COMMODITIES 2 34472 GRAIN PRICE DATE OF TRFR false true false FORM 990, PART V LINE 9B--SEE SCH I, PART IV FORM 990, PAGE 6, PART VI, LINE 2 BRUCE KENNEDY LARRY GREVE BUSINESS RELATIONSHIP MARK WHITE LARRY GREVE BUSINESS RELATIONSHIP BRUCE KENNEDY MARK WHITE BUSINESS RELATIONSHIP ANDY CZAJKOWSKI BRIAN RENNER BUSINESS RELATIONSHIP MARK WHITE PAUL SVABIK BUSINESS RELATIONSHIP MIKE CROSS BRIAN RENNER BUSINESS RELATIONSHIP PAUL SVABIK BRIAN RENNER BUSINESS RELATIONSHIP CHARLES KOCH GARY CLAY BUSINESS RELATIONSHIP MICHAEL ZEDAKER GARY CLAY BUSINESS RELATIONSHIP EVA YARGER MARK WHITE BUSINESS RELATIONSHIP CHARLES KOCH ANDY CZAJKOWSKI BUSINESS RELATIONSHIP MARK WHITE ANDY CZAJKOWSKI BUSINESS RELATIOINSHIP MARK WHITE GARY CLAY BUSINESS RELATIONSHIP MARK WHITE CHARLES KOCH BUSINESS RELATIONSHIP MARK WHITE ROBERT YOUNG BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE EXECUTIVE SECRETARY PRIOR TO FILING. BEFORE FILING THE 990, THE EXECUTIVE SECRETARY REVIEWS THE 990 WITH THE CPA IN DETAIL. A GENERAL REVIEW IS PERFORMED AT THE BOARD MEETING IN JUNE BY THE FULL GOVERNING BOARD. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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 AJUSTMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, 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. VAN WERT AREA PERFORMING ARTS FOUND 138 E MAIN ST VAN WERT OH 45891 870753478 PERF ARTS OH 3 12A VW CO FOUN true false true true false false false false false false false false false false false true true false false false VAN WERT AREA PERFORMING ARTS FOUND B 186125 VAN WERT AREA PERFORMING ARTS FOUND C 131963 VAN WERT AREA PERFORMING ARTS FOUND O 34406 VAN WERT AREA PERFORMING ARTS FOUND P 1295