FURP.ORG / PUBLIC DATA EXPLORER

RICHLAND COUNTY FOUNDATION OF MANSFIELD: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RICHLAND COUNTY FOUNDATION OF MANSFIELD (EIN 34-0872883)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349300409
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2025-11-14T07:31:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460765923PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILGING ROUSH & PARSONS CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111 E MAIN STAddressLine1Txt
CitySHELBYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP448751215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340872883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHLAND COUNTY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone4195253020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1181 S MAIN STAddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44902ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLURA WATSONPersonNm
Person TitleINCOMING PRESIDENTPersonTitleTxt
Phone4195253020PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD A PARSONSPreparerPersonNm
PTINP00807239PTIN
Phone4193476734PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALLURA WATSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1181 S MAIN STREETAddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44902ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$49,318,400GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RICHLANDCOUNTYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH AND HUMAN SERVICES, EDUCATION, ARTS AND CULTURE, ENVIRONMENT, AND CHURCHES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI-$48TotalGrossUBIAmt
PY Contributions Grants$2,419,073PYContributionsGrantsAmt
CY Contributions Grants$8,707,656CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,144,495PYInvestmentIncomeAmt
CY Investment Income$11,637,940CYInvestmentIncomeAmt
PY Other Revenue$16,120PYOtherRevenueAmt
CY Other Revenue$33,216CYOtherRevenueAmt
PY Total Revenue$12,579,688PYTotalRevenueAmt
CY Total Revenue$20,378,812CYTotalRevenueAmt
PY Grants And Similar Paid$6,239,943PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,398,810CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$712,711PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$755,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$413,238CYTotalFundraisingExpenseAmt
PY Other Expenses$765,277PYOtherExpensesAmt
CY Other Expenses$810,213CYOtherExpensesAmt
PY Total Expenses$7,717,931PYTotalExpensesAmt
CY Total Expenses$9,964,023CYTotalExpensesAmt
PY Revenues Less Expenses$4,861,757PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,414,789CYRevenuesLessExpensesAmt
Total Assets BOY$206,192,641TotalAssetsBOYAmt
Total Assets EOY$228,440,895TotalAssetsEOYAmt
Total Liabilities BOY$9,661,880TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,735,378TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$196,530,761NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$217,705,517NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH AND HUMAN SERVICES, EDUCATION, ARTS AND CULTURE, ENVIRONMENT AND CHURCHES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,871,725ExpenseAmt
Grant$8,398,810GrantAmt
DescTHE RICHLAND COUNTY FOUNDATION IS AN ORGANIZATION THAT MAKES GRANTS PRIMARILY FROM THE INVESTMENT EARNINGS OF ITS COMPONENT FUNDS. THESE GRANTS SUPPORT THE PROGRAMS AND OPERATIONS OF MANY CHARITABLE ORGANIZATIONS IN THE LOCAL COMMUNITY AS WELL AS STUDENTS ATTENDING COLLEGE. DURING 2024, 641 GRANTS TOTALING 7,512,078 WERE AWARDED TO 160 CHARITABLE ORGANIZATIONS. IN ADDITION, 430 SCHOLARSHIP GRANTS TOTALING 886,732 WERE AWARDED TO LOCAL STUDENTS PURSUING A POST SECONDARY EDUCATION.Desc
Total Program Service Expenses$8,871,725TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALLURA WATSONPersonNm
Phone4195253020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1181 S MAIN STREETAddressLine1Txt
CityMANSFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44902ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ALLURA WATSON
INCOMING PRE38.00Yes (X)$136,840$0$15,932
RACHEL WEBER
DIRECTOR OF38.00Yes (X)$113,300$0$23,333
BRADFORD S GROVES
OUTGOING PRE38.00Yes (X)$80,293$0$4,274
KAREN BIERLY
TRUSTEE1.00$0$0$0Yes (X)
JOSEPH BOCKA
TRUSTEE1.00$0$0$0Yes (X)
BRIGETTE BURNELL
TRUSTEE1.00$0$0$0Yes (X)
DAKOTA DURBIN
TREASURER1.00Yes (X)$0$0$0Yes (X)
JESSICA GRIBBEN
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
JASON GUILLIAMS
TRUSTEE1.00$0$0$0Yes (X)
CHRIS HINER
CHAIR1.00Yes (X)$0$0$0Yes (X)
BRAXTON DANIELS III
TRUSTEE1.00$0$0$0Yes (X)
BARBARA ZAUGG JOUDREY
TRUSTEE1.00$0$0$0Yes (X)
JANA MULHERIN
TRUSTEE1.00$0$0$0Yes (X)
THERESA ROTH
CHAIR ELECT1.00Yes (X)$0$0$0Yes (X)
JOKITA SHETTY
TRUSTEE1.00$0$0$0Yes (X)
RAND SMITH
TRUSTEE1.00$0$0$0Yes (X)
JACK STEWART
TRUSTEE1.00$0$0$0Yes (X)
LEE TASSEFF
TRUSTEE1.00$0$0$0Yes (X)
HEATHER TSAVARIS
TRUSTEE1.00$0$0$0Yes (X)
AARON WILLIAMS
TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$330,433TotalReportableCompFromOrgAmt
Total Other Compensation$43,539TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLEARSTEAD ADVISORSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 SUPERIOR AVE EAST STE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44414ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT SERVServicesDesc
Compensation$139,107CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,707,656AllOtherContributionsAmt
Noncash Contributions$487,797NoncashContributionsAmt
Total Contributions$8,707,656TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,097,394TotalRevenueColumnAmt
Exclusion$6,097,394ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$32,954,302SecuritiesAmt
Other$1,525,832OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,939,588SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,014,714SecuritiesAmt
Other$1,525,832OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,540,546TotalRevenueColumnAmt
Exclusion$5,540,546ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtBusinessBusinessCdUnrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMINISTRATIVE FEES$33,264$33,264
WHITE OAK FIXED INCOME-$48900099-$48
FieldValueIRS element (for citing)
Other Revenue Total$33,216OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,378,812TotalRevenueColumnAmt
Related Or Exempt Func Income$33,264RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$48UnrelatedBusinessRevenueAmt
Exclusion$11,637,940ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,512,078TotalAmt
Program Services$7,512,078ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$886,732TotalAmt
Program Services$886,732ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$306,862TotalAmt
Program Services$75,787ProgramServicesAmt
Management And General$160,953ManagementAndGeneralAmt
Fundraising$70,122FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$292,203TotalAmt
Program Services$197,110ProgramServicesAmt
Management And General$30,848ManagementAndGeneralAmt
Fundraising$64,245FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,434TotalAmt
Program Services$10,674ProgramServicesAmt
Management And General$9,119ManagementAndGeneralAmt
Fundraising$6,641FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,700TotalAmt
Program Services$37,270ProgramServicesAmt
Management And General$28,941ManagementAndGeneralAmt
Fundraising$17,489FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,801TotalAmt
Program Services$20,864ProgramServicesAmt
Management And General$14,664ManagementAndGeneralAmt
Fundraising$10,273FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,692TotalAmt
Management And General$2,692ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,356TotalAmt
Management And General$21,356ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$305,689TotalAmt
Management And General$305,689ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,740TotalAmt
Program Services$3,740ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,645TotalAmt
Program Services$8,884ProgramServicesAmt
Management And General$11,389ManagementAndGeneralAmt
Fundraising$4,372FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$76,828TotalAmt
Program Services$34,998ProgramServicesAmt
Management And General$24,598ManagementAndGeneralAmt
Fundraising$17,232FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,997TotalAmt
Program Services$22,321ProgramServicesAmt
Management And General$15,686ManagementAndGeneralAmt
Fundraising$10,990FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,289TotalAmt
Program Services$1,498ProgramServicesAmt
Management And General$1,053ManagementAndGeneralAmt
Fundraising$738FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,035TotalAmt
Program Services$3,660ProgramServicesAmt
Management And General$2,573ManagementAndGeneralAmt
Fundraising$1,802FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,783TotalAmt
Program Services$24,045ProgramServicesAmt
Management And General$16,900ManagementAndGeneralAmt
Fundraising$11,838FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,134TotalAmt
Program Services$6,439ProgramServicesAmt
Management And General$4,525ManagementAndGeneralAmt
Fundraising$3,170FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
COMMUNITY RELATIONS$184,394$8,203$176,191
DUES AND MEMBERSHIPS$22,352$7,156$5,014$10,182
ASSET DEVELOPMENT$12,028$448$10,943$637
COMM CAPACITY BUILDING$10,045$10,045

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,206TotalAmt
Program Services$4,761ProgramServicesAmt
Management And General$12,267ManagementAndGeneralAmt
Fundraising$2,178FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,964,023TotalAmt
Program Services$8,871,725ProgramServicesAmt
Management And General$679,060ManagementAndGeneralAmt
Fundraising$413,238FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,918BOYAmt
EOY$12,327EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,994,985BOYAmt
EOY$13,164,332EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,648,736LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$515,548LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,130,755BOYAmt
EOY$1,133,188EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$168,292,840BOYAmt
EOY$187,457,206EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,755,143BOYAmt
EOY$26,673,842EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$206,192,641BOYAmt
EOY$228,440,895EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,661,880BOYAmt
EOY$10,735,378EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,661,880BOYAmt
EOY$10,735,378EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$110,583,500BOYAmt
EOY$123,443,563EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,947,261BOYAmt
EOY$94,261,954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,530,761BOYAmt
EOY$217,705,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$206,192,641BOYAmt
EOY$228,440,895EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,414,789ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,766,530NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$6,563OtherChangesInNetAssetsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,901,063CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,515,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,464,751CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,419,073CurrentTaxYearMinus1YearAmt
Current Tax Year$1,919,645CurrentTaxYearAmt
Total$13,220,280TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,901,063CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,515,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,464,751CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,419,073CurrentTaxYearMinus1YearAmt
Current Tax Year$1,919,645CurrentTaxYearAmt
Total$13,220,280TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,403,759SubstantialContributorsTotAmt
Public Support Total170$10,816,521PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,363,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,889,911CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,509,636CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,809,770CurrentTaxYearMinus1YearAmt
Current Tax Year$6,097,394CurrentTaxYearAmt
Total$22,670,524TotalAmt
FieldValueIRS element (for citing)
Total Support$35,890,804TotalSupportAmt
Gross Receipts Rltd Activities$145,124GrossReceiptsRltdActivitiesAmt
Public Support CY1700.30140PublicSupportCY170Pct
Public Support PY1700.29110PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE RICHLAND COUNTY FOUNDATION MEETS THE REQUIREMENTS OF THE 10% FACTS AND CIRCUMSTANCES TEST UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE TAX YEAR ENDING 2024. 1. BROAD PUBLIC SUPPORT: THE FOUNDATION RECEIVES SUPPORT FROM A WIDE RANGE OF PUBLIC SOURCES, INCLUDING INDIVIDUALS, BUSINESSES AND DIVERSE COMMUNITY ORGANIZATIONS. IN THE PAST YEAR, OVER 81.2% OF THE FOUNDATION'S CONTRIBUTIONS WERE FROM INDIVIDUAL DONORS, LOCAL BUSINESSES, AND CIVIC GROUPS. AT THE TAX YEAR ENDING 2024, 23.3% OF THE NET ASSETS BALANCE CONSISTED OF PUBLICLY SUPPORTED ENDOWMENT FUNDS. MANY OF THESE ENDOWMENT FUNDS HAVE BEEN AT THE FOUNDATION FOR MANY YEARS, AND THIS IS WHY THE FOUNDATION CONTINUES TO GROW ITS INVESTMENT INCOME. 2.DIVERSE GOVERNING BODY: THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM VARIOUS SEGMENTS OF THE COMMUNITY, ENSURING THAT NO SINGLE INDIVIDUAL OR GROUP HAS CONTROL OVER THE FOUNDATION'S ACTIVITIES. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, LOCAL BUSINESS REPRESENTATIVES, EDUCATORS, AND OTHER LOCAL CITIZENS. 3.MARKETING AND PUBLIC ENGAGEMENT: THE FOUNDATION ACTIVELY ENGAGES IN MARKETING ACTIVITIES, INCLUDING ANNUAL CAMPAIGNS, DONOR SOLICITATION, COMMUNITY EVENTS, AND PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO BROADEN ITS PUBLIC SUPPORT BASE. THESE EFFORTS ARE DESIGNED TO SOLICIT CONTRIBUTIONS FROM A WIDE SPECTRUM OF THE COMMUNITY, THEREBY DEMONSTRATING BROAD PUBLIC INTEREST AND SUPPORT. 4.PUBLIC ACCOUNTABILITY AND COMMUNITY NEEDS: THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY WITH GRANTS AND PROGRAMS THAT ADDRESS PRESSING COMMUNITY ISSUES SUCH AS EDUCATION, HEALTHCARE, HOUSING, AND SOCIAL SERVICES. 5.PUBLIC AWARENESS AND TRANSPARENCY: THE FOUNDATION MAINTAINS TRANSPARENCY THROUGH ITS ANNUAL REPORTS, NEWSLETTERS, AND PUBLIC MEETINGS, WHICH ARE WIDELY ACCESSIBLE TO THE PUBLIC. THE FOUNDATION'S COMMITMENT TO PUBLIC ENGAGEMENT ENSURES THAT ITS PROGRAMS ALIGN WITH THE EVOLVING NEEDS OF THE COMMUNITY. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE RICHLAND COUNTY FOUNDATION RESPECTFULLY SUBMITS THAT IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FISCAL YEAR ENDING 2024.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 17ATHE RICHLAND COUNTY FOUNDATION MEETS THE REQUIREMENTS OF THE 10% FACTS AND CIRCUMSTANCES TEST UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE TAX YEAR ENDING 2024. 1. BROAD PUBLIC SUPPORT: THE FOUNDATION RECEIVES SUPPORT FROM A WIDE RANGE OF PUBLIC SOURCES, INCLUDING INDIVIDUALS, BUSINESSES AND DIVERSE COMMUNITY ORGANIZATIONS. IN THE PAST YEAR, OVER 81.2% OF THE FOUNDATION'S CONTRIBUTIONS WERE FROM INDIVIDUAL DONORS, LOCAL BUSINESSES, AND CIVIC GROUPS. AT THE TAX YEAR ENDING 2024, 23.3% OF THE NET ASSETS BALANCE CONSISTED OF PUBLICLY SUPPORTED ENDOWMENT FUNDS. MANY OF THESE ENDOWMENT FUNDS HAVE BEEN AT THE FOUNDATION FOR MANY YEARS, AND THIS IS WHY THE FOUNDATION CONTINUES TO GROW ITS INVESTMENT INCOME. 2.DIVERSE GOVERNING BODY: THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM VARIOUS SEGMENTS OF THE COMMUNITY, ENSURING THAT NO SINGLE INDIVIDUAL OR GROUP HAS CONTROL OVER THE FOUNDATION'S ACTIVITIES. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, LOCAL BUSINESS REPRESENTATIVES, EDUCATORS, AND OTHER LOCAL CITIZENS. 3.MARKETING AND PUBLIC ENGAGEMENT: THE FOUNDATION ACTIVELY ENGAGES IN MARKETING ACTIVITIES, INCLUDING ANNUAL CAMPAIGNS, DONOR SOLICITATION, COMMUNITY EVENTS, AND PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO BROADEN ITS PUBLIC SUPPORT BASE. THESE EFFORTS ARE DESIGNED TO SOLICIT CONTRIBUTIONS FROM A WIDE SPECTRUM OF THE COMMUNITY, THEREBY DEMONSTRATING BROAD PUBLIC INTEREST AND SUPPORT. 4.PUBLIC ACCOUNTABILITY AND COMMUNITY NEEDS: THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY WITH GRANTS AND PROGRAMS THAT ADDRESS PRESSING COMMUNITY ISSUES SUCH AS EDUCATION, HEALTHCARE, HOUSING, AND SOCIAL SERVICES. 5.PUBLIC AWARENESS AND TRANSPARENCY: THE FOUNDATION MAINTAINS TRANSPARENCY THROUGH ITS ANNUAL REPORTS, NEWSLETTERS, AND PUBLIC MEETINGS, WHICH ARE WIDELY ACCESSIBLE TO THE PUBLIC. THE FOUNDATION'S COMMITMENT TO PUBLIC ENGAGEMENT ENSURES THAT ITS PROGRAMS ALIGN WITH THE EVOLVING NEEDS OF THE COMMUNITY. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE RICHLAND COUNTY FOUNDATION RESPECTFULLY SUBMITS THAT IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FISCAL YEAR ENDING 2024.
PART II, LINE 17BTHE RICHLAND COUNTY FOUNDATION MEETS THE REQUIREMENTS OF THE 10% FACTS AND CIRCUMSTANCES TEST UNDER SECTION 509(A)(1) AND 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE FOR THE TAX YEAR ENDING 2023. 1. BROAD PUBLIC SUPPORT: THE FOUNDATION RECEIVES SUPPORT FROM A WIDE RANGE OF PUBLIC SOURCES, INCLUDING INDIVIDUALS, BUSINESSES AND DIVERSE COMMUNITY ORGANIZATIONS. IN THE PAST YEAR, OVER 81.2% OF THE FOUNDATION'S CONTRIBUTIONS WERE FROM INDIVIDUAL DONORS, LOCAL BUSINESSES, AND CIVIC GROUPS. AT THE TAX YEAR ENDING 2023, 23.3% OF THE NET ASSETS BALANCE CONSISTED OF PUBLICLY SUPPORTED ENDOWMENT FUNDS. MANY OF THESE ENDOWMENT FUNDS HAVE BEEN AT THE FOUNDATION FOR MANY YEARS, AND THIS IS WHY THE FOUNDATION CONTINUES TO GROW ITS INVESTMENT INCOME. 2.DIVERSE GOVERNING BODY: THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM VARIOUS SEGMENTS OF THE COMMUNITY, ENSURING THAT NO SINGLE INDIVIDUAL OR GROUP HAS CONTROL OVER THE FOUNDATION'S ACTIVITIES. BOARD MEMBERS INCLUDE COMMUNITY LEADERS, LOCAL BUSINESS REPRESENTATIVES, EDUCATORS, AND OTHER LOCAL CITIZENS. 3.MARKETING AND PUBLIC ENGAGEMENT: THE FOUNDATION ACTIVELY ENGAGES IN MARKETING ACTIVITIES, INCLUDING ANNUAL CAMPAIGNS, DONOR SOLICITATION, COMMUNITY EVENTS, AND PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO BROADEN ITS PUBLIC SUPPORT BASE. THESE EFFORTS ARE DESIGNED TO SOLICIT CONTRIBUTIONS FROM A WIDE SPECTRUM OF THE COMMUNITY, THEREBY DEMONSTRATING BROAD PUBLIC INTEREST AND SUPPORT. 4.PUBLIC ACCOUNTABILITY AND COMMUNITY NEEDS: THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY WITH GRANTS AND PROGRAMS THAT ADDRESS PRESSING COMMUNITY ISSUES SUCH AS EDUCATION, HEALTHCARE, HOUSING, AND SOCIAL SERVICES. 5.PUBLIC AWARENESS AND TRANSPARENCY: THE FOUNDATION MAINTAINS TRANSPARENCY THROUGH ITS ANNUAL REPORTS, NEWSLETTERS, AND PUBLIC MEETINGS, WHICH ARE WIDELY ACCESSIBLE TO THE PUBLIC. THE FOUNDATION'S COMMITMENT TO PUBLIC ENGAGEMENT ENSURES THAT ITS PROGRAMS ALIGN WITH THE EVOLVING NEEDS OF THE COMMUNITY. BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE RICHLAND COUNTY FOUNDATION RESPECTFULLY SUBMITS THAT IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FISCAL YEAR ENDING 2023.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held72DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held40FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,103,309DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$309,506FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,631,468DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$372,915FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$74,850,615DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$10,659,583FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,530,761BeginningYearBalanceAmt
Contributions$8,707,656ContributionsAmt
Investment Earnings Or Losses$22,404,422InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,398,810GrantsOrScholarshipsAmt
Administrative Expenses$1,538,512AdministrativeExpensesAmt
End Year Balance$217,705,517EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$174,670,559BeginningYearBalanceAmt
Contributions$2,424,248ContributionsAmt
Investment Earnings Or Losses$27,122,391InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,239,943GrantsOrScholarshipsAmt
Administrative Expenses$1,446,494AdministrativeExpensesAmt
End Year Balance$196,530,761EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$217,243,806BeginningYearBalanceAmt
Contributions$3,544,561ContributionsAmt
Investment Earnings Or Losses-$36,122,174InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,565,868GrantsOrScholarshipsAmt
Administrative Expenses$1,429,766AdministrativeExpensesAmt
End Year Balance$174,670,559EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$192,078,950BeginningYearBalanceAmt
Contributions$4,546,760ContributionsAmt
Investment Earnings Or Losses$28,361,920InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,779,445GrantsOrScholarshipsAmt
Administrative Expenses$964,379AdministrativeExpensesAmt
End Year Balance$217,243,806EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$170,067,086BeginningYearBalanceAmt
Contributions$9,645,191ContributionsAmt
Investment Earnings Or Losses$19,468,608InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,175,522GrantsOrScholarshipsAmt
Administrative Expenses$926,413AdministrativeExpensesAmt
End Year Balance$192,078,950EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.56700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.13680PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29620TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$134,471InvestmentCostOrOtherBasisAmt
Book Value$134,471BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,071,654InvestmentCostOrOtherBasisAmt
Depreciation$209,396DepreciationAmt
Book Value$862,258BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$228,724InvestmentCostOrOtherBasisAmt
Depreciation$192,339DepreciationAmt
Book Value$36,385BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$213,887InvestmentCostOrOtherBasisAmt
Depreciation$113,813DepreciationAmt
Book Value$100,074BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,133,188TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
WEATHERLOW OFFSHORE FUND I LTD$11,880,095F
HARRISON STREET CORE PROPERTY FUND,$5,878,204F
CLEAR ACCESS$4,283,712F
WHITE OAK LLP$2,393,427F
BLACK DIAMOND OPPORTUNITY FUND V, LT$2,061,619F
BLACK DIAMOND ARBITRAGE, LTD$176,785F
FieldValueIRS element (for citing)
Total Book Value Securities$26,673,842TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FUNDS HELD AS AGENCY ENDOWMENTS$10,678,911
ANNUITY CONTRACTS PAYABLE$56,467
FieldValueIRS element (for citing)
Total Liability$10,735,378TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$30,833,090TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,766,530NetUnrealizedGainsInvstAmt
Other Revenue-$6,563OtherRevenueAmt
Revenue Not Reported$10,759,967RevenueNotReportedAmt
Revenue Subtotal$20,073,123RevenueSubtotalAmt
Other Revenues Not Included$305,689OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$305,689RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,378,812TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,658,334TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$9,658,334ExpensesSubtotalAmt
Other Expenses Not Included$305,689OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$305,689ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,964,023TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DCHANGE IN ANNUITY VALUE -6,563
SCHEDULE D, PAGE 4, PART XI, LINE 4BINVESTMENT EXPENSE 305,689
SCHEDULE D, PAGE 4, PART XII, LINE 4BINVESTMENT AND CUSTODY FEES 305,689

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (93 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
4 LEAF ROVER
155 CRESSINGHAM LANEPOWELLOH430658744441905013C$15,500GENERAL SUPPORT
ALZHEIMER'S ASSOCIATION - NW OHIO
480 W DUSSEL DRMAUMEEOH43537133039601501C3$7,142EXPANDING OUTREACHSTE 140
AMERICAN RED CROSS
1849 SUNSET DRMARIONOH43302530196605501C3$14,013DISASTER PREPAREDNESEAST OHIO CHAPTER
ASHLAND COUNTY PARK DISTRIC
1301 PARK STREETASHLANDOH448053528523335013C$15,000COOKE WILDLIFE PARK
BLUE ROSE MISSION
PO BOX 3834MANSFIELDOH449028440934795013C$10,500RAMPS/HOME REPAIRS
BUCKEYE IMAGINATION MUSEUM
175 W THIRD STMANSFIELDOH44902273014824501C3$52,2002ND FLOOR EXHIBIT
BUCKEYE COUNCIL BSA INC
2301 13TH STREET NWCANTONOH44708221576300501C3$281,910AKEYLA WASHROOMS
CATALYST LIFE SERVICES
741 SCHOLL ROADMANSFIELDOH44907341190641501C3$14,665GENERAL SUPPORT
CATHOLIC CHARITIES
2 SMITH AVENUEMANSFIELDOH44905344428254501C3$66,092GENERAL SUPPORT
CHILDREN'S DYSLEXIA CENTER
290 CRAMER CREEK COURTDUBLINOH43017043169620501C3$52,185GENERAL SUPPORT
CITY OF MANSFIELD
30 N DIAMOND STMANSFIELDOH44902346001795GOV$1,207,462STERKAL PARK / TRAIL
COMMUNITY FOUNDATION OF OSTEGO
PO BOX 55SPRINGFIELD CENTERNY13468842243769501C3$21,667PROGRAM SUPPORTCOUNTY INC
DISCOVERY SCHOOL
855 MILLSBORO ROADMANSFIELDOH44903341168732501C3$65,765GENERAL SUPPORT
DOWNTOWN MANSFIELD INC
128 N MAIN STMANSFIELDOH44902341605642501C3$69,659RISING SUPPORT
FAMILY PLANNING OF SOUTH CENTRAL NY
37 DIETZ STONEONTANY13820161005972501C3$8,333ACCESS TO HEALTHCARE
FENIMORE ART MUSEUM
PO BOX 800COOPERSTOWNNY13326150539110501C3$20,000YOUTH PROGRAMMING
FIRST CONGREGATIONAL CHURCH
640 MILLSBORO ROADMANSFIELDOH44903348085891CHURCH$47,387GENERAL SUPPORT
FRIENDLY HOUSE ASSOCIATION
380 NORTH MULBERRY STMANSFIELDOH44902340714667501C3$20,691GENERAL SUPPORT
FRIENDS OF THE RICHLAND COUNTY
2295 LEXINGTON AVEMANSFIELDOH44907341447942501C3$13,143SUPPORT / INTERNSPARK DISTRICT
GLIMMERGLASS FESTIVAL
PO BOX 191COOPERSTOWNNY13326161053970501C3$23,333GENERAL SUPPORT
GREATER CLEVELAND FOOD BANK
13815 COIT ROADCLEVELANDOH44110341292848501C3$20,000HUNGER RELIEF
HARTWICK COLLGE
1 HARTWICK DRONEONTANY13820150533561501C3$6,000GENERAL SUPPORT
HELIOS CARE
297 RIVER STREET SERVICE RDONEONTANY13820222893098501C3$6,667GENERAL SUPPORT
HISTORIC SARANAC LAKE
89 CHURCH ST STE 2SARANAC LAKENY12983141635407501C3$8,333GENERAL SUPPORT
HUMANE SOCIETY OF RICHLAND COUNTY
3025 PARK AVE WMANSFIELDOH44907346538966501C3$6,400GENERAL SUPPORT
IDEA WORKS
40 W FOURTH STREETMANSFIELDOH44902823865130501C3$75,500GENERAL SUPPORT
ISLAND SAFE HARBOR ANIMAL SANCTUARY
2337 S LINDA DRMARBLEHEADOH43440452462298501C3$20,000GENERAL SUPPORT
KINGWOOD CENTER GARDENS
50 N TRIMBLE ROADMANSFIELDOH44906346506846501C3$85,821GENERAL SUPPORT
LUCAS COMMUNITY CENTER
252 WEST MAIN STLUCASOH44843463740215501C3$6,500GENERAL SUPPORT
LUCAS LOCAL SCHOOLS
84 LUCAS NORTH RDLUCASOH44843346001730GOV$30,563EDUCATION SUPPLIES
MAKE A WISH FOUNDATION
6060 ROCKSIDE WOODS BLVDINDEPENDENCEOH44131341471131501C3$28,500GENERAL SUPPORTSUITE 315
MANSFIELD ART CENTER
700 MARION AVEMANSFIELDOH44903340827274501C3$217,823GENERAL SUPPORT
MANSFIELD CANCER FOUNDATION
1076 LINWOOD PLANCEMANSFIELDOH44903341225852501C3$9,240GENERAL SUPPORT
MANSFIELD CITY SCHOOLS
PO BOX 1448MANSFIELDOH44901346001794GOV$191,895EDUCATION PROGRAMS
MANSFIELD COMMUNITY PLAYHOUSE
95 EAST THIRD STMANSFIELDOH44902341016629501C3$12,500GENERAL SUPPORT
MANSFIELD LEASED HOUSING
88 WEST THIRD STREETMANSFIELDOH44902$300,000CAPITAL CAMPAIGNCORPORATION
MANSFIELD MEMORIAL HOMES
50 BLYMYER AVEMANSFIELDOH44902340865526501C3$7,267GENERAL SUPPORT
MANSFIELD ROTARY CLUB FOUNDATION
PO BOX 3918MANSFIELDOH44907261231998501C3$11,131AWARDS
MARY MCLEOD-BETHUNE INTERVENTION
271 HEDGES STREETMANSFIELDOH44902341740782501C3$6,888INTERSHIPS& ENRICHMENT
MID-OHIO EDUCATIONAL SERVICE CENTER
890 W FOURTH ST STE 100MANSFIELDOH44906341207061501C3$31,496EDUCATIONAL SUPPORT
MID-OHIO GUARDIANSHIP SERVICES INC
28 PARK AVENUE WESTMANSFIELDOH44902811302813501C3$40,000GENERAL SUPPORTSUITE 402
MUSIC ACADEMY OF KARATE
3814 BOWMAN STREETSHELBYOH44875$7,300GENERAL SUPPORT& EMPOWERMENT
NAMI OF RICHLAND COUNTY
680 PARK AVENUE WMANSFIELDOH44906341967529501C3$7,200INTERNSSTE 100
NECIC INC
134 N MAIN STREETMANSFIELDOH44902205806276501C3$926,604CAPITAL / SUPPORT
NORTH CENTRAL OHIO LAND CONSERVANCY
13 PARK AVENUE W SUITE 608MANSFIELDOH44902341723692501C3$14,750GENERAL SUPPORT
NUHOP CENTER FOR EXPERIENTIAL
1077 TOWNSHIP ROAD 2916PERRYSVILLEOH44864237438600501C3$15,667EDUCATION/RENNOVATIOLEARNING
OHIO BIRD SANCTUARY
3774 ORWEILER RDMANSFIELDOH44903341691325501C3$67,974GENERAL SUPPORT
OHIO DISTRICT 5 AREA AGENCY ON AGIN
2131 PARK AVE WONTARIOOH449063416171835013C$86,332SECURITY SYSTEM
OHIO ENVIROMENTAL COUNCIL
1145 CHESAPEAKE AVENUE STE ICOLUMBUSOH43212310805578501C3$7,500GENERAL SUPPORT
OHIO FEDERATION OF SOIL &
8995 E MAIN STREETREYNOLDSBURGOH43068341377997501C3$50,976OUTREACH SERVICESWATER CONSERVATION DISTRICTS
OHIO GENEALOGICAL SOCIETY
611 STATE ROUTE 97 WBELLVILLEOH44813346555678501C3$5,090INTERNS
OHIO HEALTH FOUNDATION
3430 OHIO HEALTH PARKWAYCOLUMBUSOH43202237446919501C3$65,529SANE CAMERAS/CAPITALFLOOR 3 NORTH
ONTARIO LOCAL SCHOOLS
457 SHELBY-ONTARIO ROADMANSFIELDOH44906346002708GOV$12,592TECHNOLOGY PROGRAMS
PLANNED PARENTHOOD OF GREATER OHIO
206 E STATE STREETCOLUMBUSOH43215341015976501C3$26,667BIRTH CONTROL ACCESS
PLYMOUTH AREA HISTORICAL SOCIETY
7 EAST MAIN STPLYMOUTHOH44865341444644501C3$11,070GENERAL SUPPORT
PROJECT ONE
378 PARK AVE WMANSFIELDOH44906471855790501C3$7,500GENERAL SUPPORT
RAEMELTON THERAPEUTIC EQUEST CENTE
569 SOUTH TRIMBLE RDMANSFIELDOH44906341780155501C3$53,213SPONSORSHIP & GEN
RAILS TO TRAILS OF WAYNE COUNTY
PO BOX 1566WOOSTEROH44961341833726501C3$8,333TRAIL UPGRADES
RENAISSANCE PERFORMING ARTS
PO BOX 789MANSFIELDOH44901341300583501C3$680,424GENERAL SUPPORT
RICHLAND ACADEMY OF THE ARTS INC
75 N WALNUT STREETMANSFIELDOH44902341681948501C3$231,835CAMPAIGN/SUPPORT
RICHLAND CARROUSEL PARK INC
75 N MAIN STMANSFIELDOH44902341586398501C3$7,418GENERAL SUPPORT
RICHLAND COMMUNITY DEVELOPMENT GROU
55 NORTH MULBERRY STMANSFIELDOH44902341374548501C3$73,974GENERAL SUPPORT
RICHLAND COUNTY CHILDREN'S AUX
890 W FOURTH STREETMANSFIELDOH44906341875985501C3$12,188GENERAL SUPPORTPO BOX 2525
RICHLAND COUNTY HABITAT
3 NORTH MAIN STREETMANSFIELDOH44902382819384501C3$17,257GENERAL SUPPORTSTE 402FOR HUMANITY
RICHLAND COUNTY HISTORICAL SOCIETY
310 SPRINGMILL STREETMANSFIELDOH44903237010383501C3$126,000OAK HILL TERRACE
RICHLAND COUNTY MUSEUM
51 CHURCH STLEXINGTONOH44904341598719501C3$6,113GENERAL SUPPORT
RICHLAND PREGNANCY SERVICES
1560 WEST FOURTH STREETMANSFIELDOH44906341538951501C3$8,936GENERAL SUPPORT
RICHLAND SCHOOL OF ACADEMIC ARTS
1456 PARK AVENUE WESTMANSFIELDOH44906271719258501C3$8,560TEACHER ASSISTANCE
RONALD MCDONALD HOUSE CHARITIES
711 E LIVINGSTON AVECOLUMBUSOH43205310890152501C3$10,500HELPING HANDS PROGOF CENTRAL OHIO
SACRED HEART CATHOLIC SCHOOL
5754 STATE ROUTE 61 SOUTHSHELBYOH44875$10,500SCHOLARSHIPS
SHELBY CITY SCHOOLS
109 WEST SMILEY AVENUESHELBYOH44875346002632GOV$5,325EDUCATION PROGRAMS
ST JUDE'S CHILDREN'S RESEARCH
262 DANNY THOMAS PLACEMEMPHISTN38105$15,000GENERAL SUPPORTHOSPITAL
ST PAUL OUTREACH
2520 LEXINGTON AVE SMENDOTA HEIGHTSMN55120411621192CHURCH$10,000GENERAL SUPPORT
ST PETER'S PARISH
104 WEST FIRST STMANSFIELDOH44902340792942CHURCH$9,800GENERAL SUPPORT
ST PETER'S SCHOOL
104 WEST FIRST STMANSFIELDOH44902340792942CHURCH$11,650GENERAL SUPPORT
TAKING ROOT FARMS
PO BOX 3502MANSFIELDOH44907464030652501C3$246,866CAPITAL CAMPAIGN
THE DOMESTIC VIOLENCE SHELTER
PO BOX 1524MANSFIELDOH44901341261703501C3$44,529GENERAL SUPPORT
THE DOWNTOWN ARTS THEATER
PO BOX 1717WOOSTEROH44691842317346501C3$8,000RENOVATION
THE OHIO STATE UNIVERSITY - MANSFIE
1760 UNIVERSITY DRIVEMANSFIELDOH44906316025986501C3$95,063SCHOLARSHIPS/ SUPPOR
THE OHIO STATE UNIVERSITY FOUNDATIO
222 RIEDL HALLMANSFIELDOH44906311145986501C3$5,250GENERAL SUPPORT
THE SALVATION ARMY
47 SOUTH MAIN STMANSFIELDOH44902132923701501C3$87,049SUPPORT / PROGRAMS
THE VISUAL BUCKET LIST FOUNDATION
1669 LEXINGTON AVE STE BMANSFIELDOH44907813462738501C3$10,600INTERN/ SUPPORT
THIRD STREET FAMILY HEALTH
1404 PARK AVENUE WMANSFIELDOH44906341753919501C3$47,293SERVICE SUPPORTSTE 2SERVICES
TRAPSHOOTING HALL OF FAME
PO BOX 519SPARTAIL62286310843232501C3$52,185GENERAL SUPPORT
UNITED WAY OF NORTH CENTRAL OHIO
125 EXECUTIVE DR STE 100MARIONOH43302340641236501C3$7,000GENERAL SUPPORT
UNITED WAY OF RICHLAND COUNTY
3 N MAIN ST SUITE 303MANSFIELDOH44902340714455501C3$89,401GENERAL SUPPORT
UNSTOPPABLES YOUTH SPORTS
PO BOX 581BELLVILLEOH44813871578304501C3$5,663GENERAL SUPPORT
UPSTATE HOME FOR CHILDREN FOUNDATIO
105 CAMPUS DRONEONTANY13820222906500501C3$15,000SPECIAL EDUCATION
WAYFINDERS OHIO INC
124 WEST THIRD STMANSFIELDOH44902205609709501C3$60,704GENERAL SUPPORT
WAYNE CENTER FOR THE ARTS
237 SOUTH WALNUT STREETWOOSTEROH44961342016097501C3$6,666GENERAL SUPPORT
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022341571233501C3$6,667GENERAL SUPPORT
YMCA OF NORTH CENTRAL OHIO
750 SCHOLL ROADMANSFIELDOH44907340714795501C3$518,574PROGRAMS / CAPITAL
YMCA CHILDCARE RESOURCES & REFERRAL
800 PARK AVE WMANSFIELDOH449063444282655013C$34,000GENERAL SUPPORT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLARSHIPSGrantTypeTxt
Recipient430RecipientCnt
Cash Grant$886,732CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANT APPLICATION GUIDELINES AND PROCEDURES HISTORY & MISSION: RICHLAND COUNTY FOUNDATION (RCF), A COMMUNITY FOUNDATION, WAS ESTABLISHED IN 1945 IN THE STATE OF OHIO AS A 501(C)(3) NOT-FOR-PROFIT CORPORATION TO SERVE THE ENTIRE RICHLAND COUNTY COMMUNITY. THE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. TO FULFILL THIS MISSON, THE FOUNDATION WILL: - PROVIDE LEADERSHIP AND ACT AS A CATALYST IN IDENTIFYING AND ADDRESSING EVOLVING COMMUNITY NEEDS. - DISTRIBUTE GRANTS FOR CHARITABLE PURPOSES IN AREAS OF CHILDREN, FAMILIES AND YOUTH, ARTS AND CULTURE, HEALTH SERVICES, ECONOMIC DEVELOPMENT, HUMAN SERVICES, EDUCATION, ENVIRONMENT, COMMUNITY DEVELOPMENT AND CHURCHES. - ASSIST DONORS IN CREATING FUNDS TO MEET EMERGING COMMUNITY NEEDS AND DISTRIBUTE PROCEEDS IN ACCORDANCE WITH THE DONORS' INTENT. - PRUDENTLY MANAGE THE FOUNDATION'S RESOURCES TO ACHIEVE THE MAXIMUM BENEFIT FOR RICHLAND COUNTY IN PERPETUITY. - RCF IS RESPONSIBLE FOR BOTH RESTRICTED AND UNRESTRICTED FUNDS. RESTRICTED FUNDS HAVE SPECIFIC DIRECTIONS, WHICH WERE GIVEN AT THE TIME THE FUND WAS ESTABLISHED. THE BOARD OF TRUSTEES USUALLY APPROVE SUCH GRANTS IN ACCORDANCE WITH THE DONORS' DIRECTIONS. IN ADDITION, THERE ARE UNRESTRICTED, INDIVIDUAL ASSISTANCE AND FIELD OF INTEREST FUNDS, WHICH MAY BE USED TO RESPOND TO COMMUNITY GRANT APPLICATIONS. GRANT APPLICATION GUIDELINES: KEY ELEMENTS RCF TYPICALLY LOOKS FOR IN A GRANT APPLICATION INCLUDE: - A ONE-TIME GRANT, ESPECIALLY FOR A PILOT PROJECT WHICH CAN SERVE AS A MODEL OR BE REPLICATED; - A PROJECT IN WHICH THE FOUNDATION IS A FUNDING PARTNER, RATHER THAN THE SOLE FUNDER; - AN ORGANIZATION WHICH CAN DEMONSTRATE THE ABILITY TO SUSTAIN THE PROJECT IN THE FUTURE WHEN RCF GRANT DOLLARS END; - PROJECTS OR PROGRAMS WHICH ARE A COLLABORATIVE EFFORT(S) AMONG NONPROFIT ORGANIZATIONS IN THE COMMUNITY WHICH ELIMINATES DUPLICATION OF SERVICES; - A PROJECT WHICH IS LIKELY TO MAKE A CLEAR DIFFERENCE IN THE QUALITY OF LIFE OF A SUBSTANTIAL NUMBER OF PEOPLE; - AN ORGANIZATION WHICH IS PROPOSING A PRACTICAL APPROACH TO A SOLUTION OF A CURRENT COMMUNITY PROBLEM; - A PROGRAM OR PROJECT WHICH IS FOCUSING ON PREVENTION; AND - A COMMUNITY PROJECT FOR WHICH A GRANT FROM RCF WOULD MOST LIKELY LEVERAGE ADDITIONAL FINANCIAL SUPPORT. RCF DOES NOT PROVIDE FUNDING FROM UNRESTRICTED FUNDS FOR THE FOLLOWING: - SECTARIAN ACTIVITIES OF RELIGIOUS ORGANIZATIONS; - OPERATING EXPENSES FOR ANNUAL DRIVES OR TO ELIMINATE DEBT; - MEDICAL, SCIENTIFIC, OR ACADEMIC RESEARCH; - INDIVIDUALS, OTHER THAN FOR SCHOLARSHIPS; - TRAVEL TO OR IN SUPPORT OF CONFERENCES, OR TRAVEL FOR GROUPS SUCH AS BANDS, SPORTS TEAMS, AND CLASSES (UNLESS THROUGH SPECIAL GRANT PROGRAMS SUCH AS SUMMERTIME KIDS OR THE EDUCATION GRANT PROGRAM); - CAPITAL IMPROVEMENTS TO BUILDING AND PROPERTY NOT OWNED BY THE ORGANIZATION OR COVERED BY A LONG TERM LEASE; - COMPUTER SYSTEMS; - PROJECTS THAT TAXPAYERS SUPPORT OR ARE EXPECTED TO SUPPORT; OR - POLITICAL ISSUES. WHO CAN APPLY FOR A GRANT FROM RCF: - RCF ENCOURAGES 501(C)(3) NONPROFIT ORGANIZATIONS IN THE RICHLAND COUNTY AREA TO PARTNER WITH RCF IN MEETING THE FOUNDATION'S MISSION. - THE PARTNERING 501(C)(3) ORGANIZATION SHOULD BE LOCATED IN RICHLAND COUNTY OR BE ABLE TO DEMONSTRATE THAT A SIGNIFICANT NUMBER OF PEOPLE OR CLIENTS SERVED BY THE GRANT RESIDE IN RICHLAND COUNTY. HOW TO APPLY FOR A GRANT AT RCF: - GRANT APPLICATIONS ARE TYPICALLY REVIEWED FOUR TIMES A YEAR. THE BOARD OF TRUSTEES MAY MAKE GRANT AWARDS AT EACH OF THEIR REGULAR BOARD MEETINGS. - THE APPLICATION PROCEDURE SHOULD BEGIN BY CONTACTING AN RCF COMMUNITY INVESTMENT OFFICER AT 419-525-3020. RCF PREFERS TO HAVE AN OPPORTUNITY TO MEET WITH REPRESENTATIVES OF THE APPLYING ORGANIZATION TO BE SURE THE REQUEST FALLS WITHIN RCF GUIDELINES. - A COMPLETED RCF GRANT APPLICATION MUST BE PROVIDED TO RCF BY MIDNIGHT ON THE DESIGNATED DEADLINE DATE. A COMPLETE PROJECT BUDGET AND BUDGET NARRATIVE MUST BE INCLUDED WITH THE APPLICATION. - ATTACHED TO THE COMPLETED GRANT APPLICATION MUST BE THE FOLLOWING DOCUMENTS (IF APPLICABLE TO THE ORGANIZATION): IRS TAX-EXEMPT LETTER, MOST RECENT FINANCIAL AUDIT, MOST RECENT ANNUAL REPORT, CURRENT BOARD OF TRUSTEES LIST, AND A BRIEF HISTORY OF THE ORGANIZATION INCLUDING ITS MISSION AND CURRENT PROGRAM OFFERINGS. - APPLICATIONS ARE SUBMITTED ONLINE. - THE COMMUNITY INVESTMENT OFFICER MAY CONTACT THE PROGRAM COORDINATOR LISTED ON THE GRANT APPLICATION TO SCHEDULE A SITE VISIT. MEMBERS OF THE BOARD OF TRUSTEES MAY ATTEND SITE VISITS WITH FOUNDATION STAFF. - THE ENTIRE BOARD OF TRUSTEES MAKES THE FINAL DECISIONS ON ALL GRANTS APPROXIMATELY 6-8 WEEKS AFTER THE GRANT DEADLINE. WHEN A GRANT IS AWARDED: - WITHIN ONE WEEK OF THE BOARD MEETING, THE GRANTEE WILL RECEIVE FORMAL NOTIFICATION OF THE BOARD'S DECISION. A GRANT CONTRACT FORM MUST BE SIGNED PRIOR TO THE RELEASE OF ANY FUNDS. ANY ADDITIONAL GRANT CONDITIONS WILL BE LISTED ON THE GRANT AGREEMENT FORM. - TYPICALLY, A FINAL REPORT IS DUE AT THE END OF THE GRANT PERIOD. IF THE GRANT PERIOD IS MORE THAN 1 YEAR, INTERIM REPORTS MAY BE REQUESTED. UNEXPENDED FUNDS: FUNDS THAT ARE NOT EXPENDED OR ENCUMBERED DURING THE GRANT PERIOD SHOULD BE RETURNED TO RICHLAND COUNTY FOUNDATION UNLESS THE FOUNDATION MAKES WRITTEN AUTHORIZATION TO EXTEND THE AWARD BEYOND THE ORIGINAL END DATE OF THE GRANT PERIOD. FOR ADDITIONAL INFORMATION ABOUT AVAILABLE GRANTS THROUGH RCF, CONTACT A COMMUNITY INVESTMENT OFFICER AT 419-525-3020 OR VISIT THE WEBSITE AT WWW.RICHLANDCOUNTYFOUNDATION.ORG.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALLURA WATSONPersonNm
TitleINCOMING PRESIDENTTitleTxt
Base Compensation Filing Org$136,840BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$15,932NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$152,772TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$487,797NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF THE RICHLAND COUNTY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN RICHLAND COUNTY THROUGH STRATEGIC PHILANTHROPY AND COMMUNITY LEADERSHIP. GRANTS ARE DISTRIBUTED FOR CHARITABLE PURPOSES IN THE AREAS OF COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH AND HUMAN SERVICES, EDUCATION, ARTS AND CULTURE, ENVIRONMENT AND CHURCHES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE ORGANIZATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT WITH INPUT FROM THE ORGANIZATION'S DIRECTOR OF FINANCE. THE COMPLETED FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND PRESIDENT. THE COMPLETED FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES. THE FORM 990 IS SIGNED BY THE ORGANIZATION'S PRESIDENT AND FILED. THROUGHOUT THE YEAR EACH GOVERNING BOARD MEMBER RECEIVES COMPLETE QUARTERLY FINANCIAL STATEMENTS, A YEAR END AUDITED FINANCIAL STATEMENT AND FINANCIAL UPDATES AT EACH BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 12CEACH MEMBER OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT, ON A YEARLY BASIS, A CONFLICT OF INTEREST QUESTIONNAIRE. WHERE A CONFLICT OF INTEREST IS DEEMED TO BE PRESENT, THE IMPACTED PARTY IS ASKED TO LEAVE THE MEETING ROOM DURING DISCUSSION OF THE PARTICULAR ISSUE AND ABSTAIN FROM VOTING ON THAT PARTICULAR MATTER. THEY MAY PRESENT INFORMATION PERTAINING TO THE ISSUE PRIOR TO DISCUSSION. ALL CONFLICTS AND ABSTENTIONS ARE DOCUMENTED IN THE MINUTES OF EACH APPLICABLE BOARD OR COMMITTEE MEETING.
FORM 990, PAGE 6, PART VI, LINE 15ATHE GOVERNING BODY OF THE ORGANIZATION, THROUGH ITS EXECUTIVE COMMITTEE, APPROVES THE COMPENSATION FOR ITS CEO (PRESIDENT) AFTER REVIEWING COMPARABLE SALARIES FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. THE GOVERNING BODY HAS ALSO APPROVED A JOB DESCRIPTION, JOB REQUIREMENTS AND SALARY RANGES FOR THIS POSITION. RICHLAND COUNTY FOUNDATION IS A MEMBER OF COUNCIL ON FOUNDATIONS AND USES THEIR ANNUAL SALARY SURVEY INFORMATION AS A COMPARISON FOR OTHER COMMUNITY FOUNDATIONS OF A SIMILAR SIZE WITH ADJUSTMENTS BY GEOGRAPHIC REGION. COMPENSATION OF OTHER LOCAL NON-PROFIT CEO'S IS ALSO CONSIDERED.
FORM 990, PAGE 6, PART VI, LINE 15BSIMILAR CRITERIA, AS DESCRIBED WERE USED TO ESTABLISH APPROPRIATE COMPENSATION RANGES FOR ITS DIRECTOR OF FINANCE. THE SPECIFIC SALARY FOR THIS POSITION, WITHIN THE APPROVED SALARY RANGE AND APPROVED SALARY BUDGET FOR ALL EMPLOYEES, IS DETERMINED BY THE ORGANIZATION'S PRESIDENT.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION PREPARES AND WIDELY DISTRIBUTES AN ANNUAL REPORT THAT INCLUDES INFORMATION ON THE OPERATION OF THE ORGANIZATION. THIS ANNUAL REPORT INCLUDES YEAR END FINANCIAL STATEMENTS. THE ANNUAL REPORT IS MAILED TO THE COMMUNITY AT LARGE, AND MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND COMPLETE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE AUDITED FINANCIAL STATEMENTS ARE FOUND ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9CHANGE IN GIFT ANNUITY VALUE -6,563