FAIRFIELD COUNTY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FAIRFIELD COUNTY FOUNDATION (EIN 34-1623983)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349303749
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:57:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311413363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHM CPA GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 875 | AddressLine1Txt |
| City | CIRCLEVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 431130875 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341623983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD COUNTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FAIR | BusinessNameControlTxt |
| Phone | 7406548451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 EAST MAIN ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY EYMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7406548451 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN C HIXENBAUGH CPA | PreparerPersonNm |
| PTIN | P01052454 | PTIN |
| Phone | 7404745210 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY EYMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 EAST MAIN ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,695,218 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAIRFIELDCOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | BUILDING A LEGACY THROUGH PHILANTHROPY AND STEWARDSHIP TO STRENGTHEN OUR COMMUNITY. THE FAIRFIELD COUNTY FOUNDATION HAS HELPED DONORS CREATE LASTING CHARITABLE LEGACIES THAT CARRY ON THEIR NAMES, THEIR VALUES AND THEIR PRIORITIES. WITHIN THE FOUNDATION ARE MORE THAN 300 INDIVIDUAL CHARITABLE FUNDS, EACH CREATED BY DONORS TO ADDRESS THOSE LOCAL CAUSES THEY ARE MOST PASSIONATE ABOUT. FOUNDATION GRANTS SUPPORT THE ARTS, CHILDREN'S PROGRAMS, HEALTH AND WELLNESS PROJECTS, COMMUNITY DEVELOPMENT, ACADEMICS AND MUCH MORE. FROM SCHOLARSHIPS FOR DESERVING FAIRFIELD COUNTY YOUTH AND EQUIPMENT TO KEEP PEOPLE FIT AND HEALTHY, TO IMPROVEMENTS TO GREEN SPACES THROUGHOUT OUR COUNTY AND GRANTS TO FEED THE HUNGRY, THE FAIRFIELD COUNTY FOUNDATION TOUCHES EVERY MEMBER OF OUR COMMUNITY IN SOME WAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Gross UBI | $36,695 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $35,695 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,926,729 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,053,048 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $711,937 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $814,938 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,082,799 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,761,077 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,295 | PYOtherRevenueAmt |
| CY Other Revenue | $66,155 | CYOtherRevenueAmt |
| PY Total Revenue | $6,779,760 | PYTotalRevenueAmt |
| CY Total Revenue | $7,695,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,610,277 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,225,235 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $487,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $522,472 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $872,488 | PYOtherExpensesAmt |
| CY Other Expenses | $1,014,233 | CYOtherExpensesAmt |
| PY Total Expenses | $3,970,512 | PYTotalExpensesAmt |
| CY Total Expenses | $5,761,940 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,809,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,933,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,024,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,355,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,810,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,065,567 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,213,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,290,312 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILDING A LEGACY THROUGH PHILANTHROPY AND STEWARDSHIP TO STRENGTHEN OUR COMMUNITY. THE FAIRFIELD COUNTY FOUNDATION HAS HELPED DONORS CREATE LASTING CHARITABLE LEGACIES THAT CARRY ON THEIR NAMES, THEIR VALUES AND THEIR PRIORITIES. WITHIN THE FOUNDATION ARE MORE THAN 300 INDIVIDUAL CHARITABLE FUNDS, EACH CREATED BY DONORS TO ADDRESS THOSE LOCAL CAUSES THEY ARE MOST PASSIONATE ABOUT. FOUNDATION GRANTS SUPPORT THE ARTS, CHILDREN'S PROGRAMS, HEALTH AND WELLNESS PROJECTS, COMMUNITY DEVELOPMENT, ACADEMICS AND MUCH MORE. FROM SCHOLARSHIPS FOR DESERVING FAIRFIELD COUNTY YOUTH AND EQUIPMENT TO KEEP PEOPLE FIT AND HEALTHY, TO IMPROVEMENTS TO GREEN SPACES THROUGHOUT OUR COUNTY AND GRANTS TO FEED THE HUNGRY, THE FAIRFIELD COUNTY FOUNDATION TOUCHES EVERY MEMBER OF OUR COMMUNITY IN SOME WAY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,212,554 | ExpenseAmt |
| Grant | $734,567 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAMS - SCHOLARSHIPS TO STUDENTS THAT ARE RESIDENTS OF FAIRFIELD COUNTY, OHIO AND/OR GRADUATES FROM FAIRFIELD COUNTY, OHIO HIGH SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,981,319 | ExpenseAmt |
| Grant | $3,490,668 | GrantAmt |
| Desc | PHILANTHROPY, VOLUNTEERISM AND GRANTMAKING PROGRAMS. THE FOUNDATION ENCOURAGES AND PROMOTES CHARITABLE GIVING WITHIN FAIRFIELD COUNTY, OHIO AND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS IN THE FAIRFIELD COUNTY AREA FOR PROGRAMS, SUPPORTING THE ARTS, COMMUNITY PROGRESS, DISASTER RELIEF, EDUCATIONAL, HEALTH, HUMAN SERVICES AND OTHER AREAS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,193,873 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD COUNTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7406548451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 E MAIN ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AMY EYMAN | ||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $118,264 | $0 | $0 |
| MARTIN BAKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN BARBOZA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY BATES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CLAYPOOL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON COLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN COMPETTI | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE LIEBER | ||||||
| PAST CHAIRMA | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEWATIS MCNEAL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODIE PHAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK RICKETTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERI RUSSO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER SITTERLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNOR SMITH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA SMITH | ||||||
| VICE CHAIRMA | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDIE WAUGH | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,264 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $506,241 | GovernmentGrantsAmt |
| All Other Contributions | $2,546,807 | AllOtherContributionsAmt |
| Noncash Contributions | $441,925 | NoncashContributionsAmt |
| Total Contributions | $3,053,048 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $814,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $814,938 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $814,938 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,556,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,556,731 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,597 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,597 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,597 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,204,346 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,204,346 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,204,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,204,346 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| 1120S K1 AMOS SHOPPING CENTER | 900003 | $36,695 | $36,695 | |
| AEP REFUND | $2,863 | $2,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,558 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,695,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,605,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $36,695 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,490,668 | TotalAmt |
| Program Services | $3,490,668 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,567 | TotalAmt |
| Program Services | $734,567 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,264 | TotalAmt |
| Program Services | $29,566 | ProgramServicesAmt |
| Management And General | $29,566 | ManagementAndGeneralAmt |
| Fundraising | $59,132 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,586 | TotalAmt |
| Program Services | $171,082 | ProgramServicesAmt |
| Management And General | $72,687 | ManagementAndGeneralAmt |
| Fundraising | $64,817 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,903 | TotalAmt |
| Program Services | $33,508 | ProgramServicesAmt |
| Management And General | $15,464 | ManagementAndGeneralAmt |
| Fundraising | $14,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,719 | TotalAmt |
| Program Services | $16,631 | ProgramServicesAmt |
| Management And General | $7,676 | ManagementAndGeneralAmt |
| Fundraising | $7,412 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,875 | TotalAmt |
| Management And General | $50,875 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,435 | TotalAmt |
| Management And General | $9,435 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,024 | TotalAmt |
| Program Services | $701,024 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,554 | TotalAmt |
| Fundraising | $62,554 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,250 | TotalAmt |
| Program Services | $1,008 | ProgramServicesAmt |
| Management And General | $11,234 | ManagementAndGeneralAmt |
| Fundraising | $1,008 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,828 | TotalAmt |
| Program Services | $4,282 | ProgramServicesAmt |
| Management And General | $34,263 | ManagementAndGeneralAmt |
| Fundraising | $4,283 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,890 | TotalAmt |
| Management And General | $57,890 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551 | TotalAmt |
| Program Services | $1,070 | ProgramServicesAmt |
| Management And General | $109 | ManagementAndGeneralAmt |
| Fundraising | $372 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,622 | TotalAmt |
| Program Services | $5,177 | ProgramServicesAmt |
| Management And General | $4,899 | ManagementAndGeneralAmt |
| Fundraising | $6,546 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,137 | TotalAmt |
| Management And General | $30,137 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,062 | TotalAmt |
| Management And General | $8,062 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $14,673 | $14,673 | |
| BANK CHARGES | $5,344 | $54 | $5,290 |
| MISCELLANEOUS | -$12 | -$12 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,761,940 | TotalAmt |
| Program Services | $5,193,873 | ProgramServicesAmt |
| Management And General | $347,012 | ManagementAndGeneralAmt |
| Fundraising | $221,055 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,480,044 | BOYAmt |
| EOY | $6,058,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,389,318 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $476,570 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,821 | BOYAmt |
| EOY | $912,748 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,643,783 | BOYAmt |
| EOY | $69,382,835 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,024,648 | BOYAmt |
| EOY | $76,355,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,781 | BOYAmt |
| EOY | $36,371 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,792,071 | BOYAmt |
| EOY | $10,029,196 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,810,852 | BOYAmt |
| EOY | $10,065,567 | 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 | $63,336,822 | BOYAmt |
| EOY | $65,395,171 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,974 | BOYAmt |
| EOY | $895,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,213,796 | BOYAmt |
| EOY | $66,290,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,024,648 | BOYAmt |
| EOY | $76,355,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,933,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,481,909 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,333,721 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$4,950 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,374,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,346,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,113,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,926,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,053,048 | CurrentTaxYearAmt |
| Total | $16,814,974 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,374,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,346,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,113,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,926,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,053,048 | CurrentTaxYearAmt |
| Total | $16,814,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,522,580 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,292,394 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $834,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,171,156 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,005,550 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,695 | CurrentTaxYearAmt |
| Total | $142,975 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,597 | CurrentTaxYearAmt |
| Total | $139,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,102,732 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,296,758 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | NET RENTAL 139,233 | ExplanationTxt |
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 | 51 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,107,894 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,538,417 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,233,620 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $197,025 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,513,080 | BeginningYearBalanceAmt |
| Contributions | $182,526 | ContributionsAmt |
| Investment Earnings Or Losses | $507,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $137,118 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,285 | AdministrativeExpensesAmt |
| End Year Balance | $4,513,068 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,839,833 | BeginningYearBalanceAmt |
| Contributions | $183,472 | ContributionsAmt |
| Investment Earnings Or Losses | $972,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $428,239 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $54,351 | AdministrativeExpensesAmt |
| End Year Balance | $6,513,080 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,606,854 | BeginningYearBalanceAmt |
| Contributions | $412,372 | ContributionsAmt |
| Investment Earnings Or Losses | -$962,023 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $163,405 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $53,966 | AdministrativeExpensesAmt |
| End Year Balance | $5,839,833 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,827,563 | BeginningYearBalanceAmt |
| Contributions | $264,556 | ContributionsAmt |
| Investment Earnings Or Losses | $767,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,030 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $56,967 | AdministrativeExpensesAmt |
| End Year Balance | $6,606,854 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,887,863 | BeginningYearBalanceAmt |
| Contributions | $112,873 | ContributionsAmt |
| Investment Earnings Or Losses | $797,308 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $920,019 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,462 | AdministrativeExpensesAmt |
| End Year Balance | $5,827,563 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,510 | OtherCostOrOtherBasisAmt |
| Book Value | $92,510 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $977,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $369,651 | DepreciationAmt |
| Book Value | $608,006 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,919 | DepreciationAmt |
| Book Value | $15,207 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $197,025 | InvestmentCostOrOtherBasisAmt |
| Book Value | $197,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $912,748 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGED ASSETS UNDER AGENCY CONTRACT | Desc |
| Amt | $10,029,196 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,029,196 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,158,960 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,481,909 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$18,167 | OtherRevenueAmt |
| Revenue Not Reported | $3,463,742 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,695,218 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,695,218 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,748,723 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$13,217 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$13,217 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,761,940 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,761,940 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE MOST SIGNIFICANT TAX POSITIONS OF THE ORGANIZATION ARE ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE FOUNDATION FOLLOWS THE GUIDANCE OF ASC 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAINTIES IN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS FOR THE FOUNDATION FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE FOUNDATION'S INFORMATIONAL RETURN IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. THE OPEN YEARS FOR THE FILED RETURNS ARE 2021-2023 AND THE RETURN 2024 TO BE FILED IN 2025. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHG IN NET ASSETS W/DONOR RESTRICTION -18,167 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FEDERAL UBIT TAX 4,950 CHG IN NET ASSETS W/DONOR RESTRICTIONS -18,167 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (69 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 91 PLACE INC | |||||||
| PO BOX 11505 | INDIANAPOLIS | IN | 462010505 | 851370558 | 501C3 | $25,000 | RELIGIOUS |
| ALL ACCESSIBLE SPORTS COMPLEX & PK | |||||||
| 1755 GRAHAM DRIVE NE | LANCASTER | OH | 43130 | 843582682 | 501C3 | $10,000 | FIELD OF INTEREST |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD | ARLINGTON | VA | 22209 | 133271855 | 501C3 | $10,000 | FIELD OF INTEREST |
| ALUMNI ASSOC AMANDA CLEARCREEK HS | |||||||
| PO BOX 275 | AMANDA | OH | 43102 | 316010390 | GOV | $41,475 | ANNUAL SCHOLARSHIPS |
| AMERICAN RED CROSS OF SC OHIO | |||||||
| 115 W WHEELING ST STE F | LANCASTER | OH | 43130 | 530196605 | 501C3 | $30,000 | UNRESTRICTED |
| BALTIMORE AREA MUSEUM CORP | |||||||
| 209 E MARKET ST | BALTIMORE | OH | 43105 | 237069253 | 501C3 | $37,400 | FIELD OF INTEREST |
| BIG BROTHERS BIG SISTERS OF FAIRFIE | |||||||
| 111 S BROAD ST STE 106 | LANCASTER | OH | 43130 | 310803659 | 501C3 | $30,000 | AGENCY WITHDRAW |
| BOTTOMS UP DIAPER DRIVE | |||||||
| 625 GARFIELD AVE STE B | LANCASTER | OH | 43130 | 832456290 | 501C3 | $30,000 | DONOR ADVISED DONATI |
| CHASE HALEY PROJECT FUND | |||||||
| PO BOX 274 | LANCASTER | OH | 43130 | 991350311 | 501C3 | $9,049 | COMMUNITY PROGRESS |
| CONCRETE ORKIDZ FOUNDATION | |||||||
| 351 ST CLAIR AVE | COLUMBUS | OH | 43203 | 842452587 | 501C3 | $12,100 | AFTERSCHOOL PGM SUPP |
| COOPERMILL BRONZEWORKS LTD | |||||||
| 110 S 6TH ST | ZANESVILLE | OH | 43701 | $15,000 | ARTS, CULTURE | ||
| CRISIS RELIEF AND RECOVERY | |||||||
| PO BOX 93 | TYRONE | PA | 16686 | 863064202 | 501C3 | $35,000 | HUMAN SERVICES |
| DECORATIVE ARTS CENTER OF OHIO | |||||||
| 145 E MAIN ST | LANCASTER | OH | 43130 | 311593054 | 501C3 | $50,000 | ARTS/CULTURE |
| DESTINATION DOWNTOWN LANCASTER | |||||||
| 109 N BORAD ST SUITE 100 | LANCASTER | OH | 43130 | 352264255 | 501C3 | $17,203 | COMMUNITY PROGRESS |
| FAIRFIELD AREA HUMANE SOCIETY | |||||||
| 1721 GRANVILLE PIKE | LANCASTER | OH | 43130 | 310952036 | 501C3 | $40,110 | ANIMAL-RELATED |
| FAIRFIELD COMMUNITY HEALTH CENTER | |||||||
| 207 S BROAD ST | LANCASTER | OH | 43130 | 271092132 | 501C3 | $14,000 | HEALTH |
| FAIRFIELD COUNTY AGRICULTURAL SOCIE | |||||||
| PO BOX 945 | LANCASTER | OH | 43130 | 314379742 | 501C3 | $600,000 | COMMUNITY PROGRESS |
| FAIRFIELD COUNTY FOUNDATION | |||||||
| 162 EAST MAIN ST | LANCASTER | OH | 43130 | 341623983 | 501C3 | $63,800 | COMMUNITY IMPACT FUN |
| FAIRFIELD COUNTY HEALTH DEPARTMENT | |||||||
| 1550 SHERIDAN DRIVE STE 100 | LANCASTER | OH | 43130 | GOV | $25,586 | HEALTH | |
| FAIRFIELD HERITAGE ASSOCIATION | |||||||
| 105 E WHEELING ST | LANCASTER | OH | 43130 | 316049796 | 501C3 | $30,000 | ENDOWMENT FUND |
| FAIRFIELD FOSTER CLOSET | |||||||
| 5636 HOLLIE ST NE | LANCASTER | OH | 43130 | 861846912 | 501C3 | $7,200 | YOUTH DEVELOPMENT |
| FAIRFIELD MEDICAL CENTER | |||||||
| 401 N EWING ST | LANCASTER | OH | 43130 | 310645626 | 501C3 | $7,200 | HEALTH |
| FAIRFIELD UNION LOCAL SCHOOL DISTRI | |||||||
| 6417 CINCINNATI ZANESVILLE RD NE | LANCASTER | OH | 43130 | GOV | $30,000 | EDUCATIONAL | |
| FAIRFIELD WOODWORKS | |||||||
| 1612 EAST MAIN ST | LANCASTER | OH | 43130 | $18,000 | |||
| FAIRHOPE HOSPICE PALLIATIVE CARE | |||||||
| 282 SELLS RD | LANCASTER | OH | 43130 | 311084518 | 501C3 | $225,000 | HUMAN SERVICES |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 222 N BROAD ST | LANCASTER | OH | 43130 | 314380066 | 501C3 | $9,986 | RELIGION |
| GAMETIME | |||||||
| PO BOX 208 | HARRISON | OH | 45030 | 501C3 | $495,535 | PARKS/RECREATION | |
| GENEVA HILLS GROUP INC | |||||||
| 1380 BLUE VALLEY RD SE | LANCASTER | OH | 43130 | 263892422 | 501C3 | $32,000 | YOUTH DEVELOPMENT |
| GIRLS ON THE RUN OF CENTRAL OHIO | |||||||
| 1145 L CHESAPEAKE AVE | COLUMBUS | OH | 43212 | 320256159 | 501C3 | $6,000 | YOUTH DEVELOPMENT |
| HABITAT FOR HIMANITY OF SE OHIO | |||||||
| 707 SLOCUM AVE | LANCASTER | OH | 43130 | 311286856 | 501C3 | $21,000 | COMMUNITY PROGRESS |
| HARCUM HOUSE | |||||||
| 1147 E MAIN ST | LANCASTER | OH | 43130 | 432113958 | 501C3 | $33,054 | HUMAN SERVICES |
| HEIDI-HO CORP | |||||||
| 20809 KRAFT BLVD | ROSEVILLE | MI | 48066 | 382938655 | $30,613 | FUNDRAISING EXPENSE | |
| JOHN'S TOWING | |||||||
| PO BOX 57 | BALTIMORE | OH | 43105 | $6,200 | COMMUNITY PROGRESS | ||
| LANCASTER FC CHAMBER OF COMMERCE | |||||||
| 109 N BROAD ST STE 100 | LANCASTER | OH | 43130 | 314230880 | 501C6 | $9,500 | COMMUNITY PROGRESS |
| LANCASTER FESTIVAL | |||||||
| PO BOX 1452 | LANCASTER | OH | 43130 | 311019091 | 501C3 | $279,000 | ARTS/CULTURE |
| LANCASTER HANDBELL ENSEMBLE | |||||||
| PO BOX 255 | LANCASTER | OH | 43130 | 451538303 | 501C3 | $9,435 | ARTS/CULTURE |
| LANCASTER KIWANIS CLUB | |||||||
| PO BOX 1202 | LANCASTER | OH | 43130 | 316035131 | 501C4 | $6,000 | |
| LANCASTER-FAIRFIELD CO CHARITY NEWS | |||||||
| PO BOX 1443 | LANCASTER | OH | 43130 | 310998594 | 501C3 | $10,000 | DONOR ADVISED DONATI |
| LANCASTER-FAIRFIELD COMMUNITY ACTIO | |||||||
| 1743 E MAIN ST | LANCASTER | OH | 43130 | 316060695 | 501C3 | $11,000 | UNRESTRICTED |
| LIBERTY UNION MIDDLE SCHOOL | |||||||
| 994 S MAIN ST | BALTIMORE | OH | 43105 | 810862160 | $22,000 | FRED VAN BUREN SCHOL | |
| LITHOPOLIS UMC | |||||||
| PO BOX 42 | LITHOPOLIS | OH | 43136 | 310883263 | 501C3 | $7,611 | RELIGION |
| MAPLE STREET UNITED METHODIST CHURC | |||||||
| 438 E WHEELING ST | LANCASTER | OH | 43130 | 314385966 | 501C3 | $11,284 | RELIGION |
| MAYWOOD MISSION | |||||||
| 1029 S BROAD STREET | LANCASTER | OH | 43130 | 314388523 | 501C3 | $35,960 | HUMAN SERVICES |
| MEALS ON WHEELS FAIRFIELD COUNTY | |||||||
| 1515 CEDAR HILL RD | LANCASTER | OH | 43130 | 237331496 | 501C3 | $25,000 | HUMAN SERVICES |
| MENARDS | |||||||
| 1425 ETY POINTE DR NW | LANCASTER | OH | 43130 | 390989248 | $6,690 | COMMUNITY PROGRESS | |
| MOUNT CARAMEL COLLEGE OF NURSING | |||||||
| 127 SOUTH DAVIS AVE | COLUMBUS | OH | 43222 | 311308555 | 501C3 | $5,125 | EDUCATIONAL |
| NARDONE FAMILY TRUST | |||||||
| 2001 MAIN ST | WHEELING | WV | 26003 | 477214917 | $10,000 | EDUCATIONAL | |
| NATIONWIDE CHILDREN'S HOSP FOUNDATI | |||||||
| PO BOX 16810 | COLUMBUS | OH | 432166810 | 311036370 | 501C3 | $10,500 | HEALTH |
| NEW HORIZONS FOUNDATION INC | |||||||
| 731 CHAPEL HILLS DR | COLORADO SPRINGS | CO | 80920 | 841123082 | 501C3 | $101,000 | RELIGION |
| OLIVEDALE SENIOR CENTER | |||||||
| 253 BOVING ROAD | LANCASTER | OH | 43130 | 237365327 | 501C3 | $30,000 | RESURFACE PARKING LO |
| PICKERINGTON FOOD PANTRY | |||||||
| PO BOX 914 | PICKERINGTON | OH | 43147 | 800312152 | 501C3 | $12,000 | HUMAN SERVICES |
| PINK RIBBON GOOD | |||||||
| 350 HULS DRIVE | DAYTON | OH | 45315 | 320020270 | 501C3 | $15,000 | HEALTH |
| PROARTEOHIO | |||||||
| PO BOX 131 | WORTHINGTON | OH | 43085 | 311224116 | 501C3 | $25,560 | ARTS/CULTURE |
| SAINT BERNARD SCHOOL | |||||||
| 191 N CASS ST | WABASH | IN | 46992 | 350979229 | 501C3 | $6,850 | EDUCATIONAL |
| SALVATION ARMY | |||||||
| 228 W HUBERT AVENUE | LANCASTER | OH | 43130 | 135562351 | 501C3 | $15,535 | HUMAN SERVICES |
| ST MARY ELEMENTARY SCHOOL | |||||||
| 309 E CHESTNUT ST | LANCASTER | OH | 43130 | 310654670 | 501C3 | $6,500 | RELIGION |
| THE BASILICA OF SAINT MARY OF THE A | |||||||
| 132 S HIGH ST | LANCASTER | OH | 43130 | 311481168 | 501C3 | $12,000 | RELIGION |
| THE BUCKEYE LAKE REGION COMM FOUND | |||||||
| PO BOX 2030 | BUCKEYE LAKE | OH | 43008 | $9,152 | COMMUNITY PROGRESS | ||
| THE OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 457019917 | 316402269 | 501C3 | $10,000 | ARTS/CULTURE |
| THE OSUCCC-JAMES | |||||||
| 2200 OLENTANGY RIVER ROAD | COLUMBUS | OH | 43210 | 311301428 | 501C3 | $10,500 | HEALTH |
| THE TREE CHURCH | |||||||
| 721 N MEMORIAL DRIVE | LANCASTER | OH | 43130 | 311639613 | 501C3 | $119,000 | RELIGION |
| THE WASSERSTROM COMPANY | |||||||
| 2777 SILVER DR | COLUMBUS | OH | 43211 | 311678500 | $14,600 | HUMAN SERVICES | |
| THE WEATHERED EDGE LLC | |||||||
| 7095 COONPATH RD NE | RUSHVILLE | OH | 43150 | $5,800 | COMMUNITY PROGRESS | ||
| UNRESTRICTED FESTIVAL FUND | |||||||
| 117 W WHEELING ST | LANCASTER | OH | 43130 | 311019091 | 501C3 | $6,742 | ARTS/CULTURE |
| VICTORY CENTER-VICTORY HILL CHURCH | |||||||
| 4000 COONPATH ROAD | CARROLL | OH | 43112 | 521357491 | 501C3 | $27,000 | HUMAN SERVICES |
| VILLAGE OF BALITMORE | |||||||
| 103 W MARKET ST | BALTIMORE | OH | 43105 | 316400279 | GOV | $13,000 | COMMUNITY PROGRESS |
| WAGNALLS MEMORIAL PRESERVATION FUND | |||||||
| 150 E COLUMBUS ST | LIGHOPOLIS | OH | 43136 | 842649581 | 501C3 | $16,000 | ARTS, CULTURE |
| WILLIAM V FISHER CATHOLIC HIGH SCHO | |||||||
| 1803 GRANVILLE PIKE | LANCASTER | OH | 43130 | GOV | $20,000 | EDUCATIONAL | |
| YMCA OF LANCASTER & FAIRFIELD COUNT | |||||||
| 465 WEST 6TH AVENUE | LANCASTER | OH | 43130 | 311132606 | 501C3 | $33,000 | HEALTH/YOUTH DEV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 479 | RecipientCnt |
| Cash Grant | $734,567 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | GRANT RECIPIENTS ARE REQUIRED TO COMPLETE A FINAL GRANT REPORT WITHIN THREE MONTHS OF FUNDING. RECIPIENTS MAY BE SUBJECT TO A SITE VISIT BY THE PROGRAM ADMINISTRATOR. GRANT GUIDELINES ARE PROVIDED TO APPLICANTS WHICH OUTLINES THE PROGRAM. |
| SCHEDULE I, PAGE 4, PART IV | THE CHILDREN OF A FEW BOARD MEMBERS RECEIVED SCHOLARSHIPS IN 2024. THE BOARD MEMBERS DID NOT PARTICIPATE ON THE SCHOLARSHIP COMMITTEE FOR THEIR SELECTION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW EYMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR SON | RelationshipDescriptionTxt |
| Transaction | $1,000 | TransactionAmt |
| Transaction | REPAIRS/MAINTENANCE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $441,925 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | NONCASH DONATIONS OF SECURITIES ARE HANDLED, PROCESSED, VALUED, AND SOLD BY PARK NATIONAL BANK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | BUILDING A LEGACY THROUGH PHILANTHROPY AND STEWARDSHIP TO STRENGTHEN OUR COMMUNITY. THE FAIRFIELD COUNTY FOUNDATION HAS HELPED DONORS CREATE LASTING CHARITABLE LEGACIES THAT CARRY ON THEIR NAMES, THEIR VALUES AND THEIR PRIORITIES. WITHIN THE FOUNDATION ARE MORE THAN 300 INDIVIDUAL CHARITABLE FUNDS, EACH CREATED BY DONORS TO ADDRESS THOSE LOCAL CAUSES THEY ARE MOST PASSIONATE ABOUT. FOUNDATION GRANTS SUPPORT THE ARTS, CHILDREN'S PROGRAMS, HEALTH AND WELLNESS PROJECTS, COMMUNITY DEVELOPMENT, ACADEMICS AND MUCH MORE. FROM SCHOLARSHIPS FOR DESERVING FAIRFIELD COUNTY YOUTH AND EQUIPMENT TO KEEP PEOPLE FIT AND HEALTHY, TO IMPROVEMENTS TO GREEN SPACES THROUGHOUT OUR COUNTY AND GRANTS TO FEED THE HUNGRY, THE FAIRFIELD COUNTY FOUNDATION TOUCHES EVERY MEMBER OF OUR COMMUNITY IN SOME WAY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | COPIES OF FORM 990 ARE PROVIDED TO BOARD MEMBERS WITH PAPER COPIES AT BOARD MEETINGS OR VIA E-MAIL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL REVIEW OF THE POLICY BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR'S SALARY IS SUBJECT TO REVIEW BY AN EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FOUNDATION'S OFFICE. FORM 990 IS PROVIDED TO THE PUBLIC VIA THE GUIDESTAR WEBSITE AS WELL AS THE FOUNDATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | FOUNDATION ADMIN FEE 371,543 0 0 FOUNDATION ADMIN FEE 329,481 0 0 TOTAL 701,024 0 0 |
| FORM 990, PART XI, LINE 9 | CHG IN NET ASSETS W/DONOR RESTRICTION -18,167 FEDERAL UBIT TAX -4,950 CHG IN NET ASSETS W/DONOR RESTRICTIONS 18,167 TOTAL -4,950 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|
| FAIRFIELD FOUNDATION REAL ESTATE LT | ||||||
| 162 E MAIN STREET | LANCASTER | OH | 43130 | LAND | OH | FAIRFIELD |
| FAIRFIELD FOUNDATION REAL ESTATE II | ||||||
| 162 E MAIN STREET | LANCASTER | OH | 43130 | LAND | OH | FAIRFIELD |