THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION (EIN 34-1713261)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-07
IRS object ID
201613129349301681
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-07T14:31:29-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SEAGATE SUITE 2650AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP436041558ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341713261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FINDLAY-HANCOCK COUNTY COMMUNITYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFINDBusinessNameControlTxt
Phone4194251100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W SANDUSKY STREET NO 207AddressLine1Txt
CityFINDLAYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN SMITHPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone4194251100PhoneNum
Signature2016-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRODERICK J MACLACHLANPreparerPersonNm
PTINP00332503PTIN
Phone4192443711PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHERINE KREUCHAUFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W SANDUSKY STREET NO 207AddressLine1Txt
CityFINDLAYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$46,351,830GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COMMUNITY-FOUNDATION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE IN HANCOCK COUNTY THROUGH COLLABORATIVE LEADERSHIP, RESPONSIBLE GRANTMAKING, AND THE DEVELOPMENT OF PHILANTHROPIC GIVING.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers215TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,837,904PYContributionsGrantsAmt
CY Contributions Grants$29,024,058CYContributionsGrantsAmt
PY Program Service Revenue$4,000PYProgramServiceRevenueAmt
CY Program Service Revenue$2,569CYProgramServiceRevenueAmt
PY Investment Income$3,544,349PYInvestmentIncomeAmt
CY Investment Income$3,090,135CYInvestmentIncomeAmt
PY Other Revenue$56,850PYOtherRevenueAmt
CY Other Revenue$60,946CYOtherRevenueAmt
PY Total Revenue$5,443,103PYTotalRevenueAmt
CY Total Revenue$32,177,708CYTotalRevenueAmt
PY Grants And Similar Paid$1,821,753PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,771,787CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$701,264PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$736,630CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$388,977CYTotalFundraisingExpenseAmt
PY Other Expenses$693,162PYOtherExpensesAmt
CY Other Expenses$660,280CYOtherExpensesAmt
PY Total Expenses$3,216,179PYTotalExpensesAmt
CY Total Expenses$5,168,697CYTotalExpensesAmt
PY Revenues Less Expenses$2,226,924PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,009,011CYRevenuesLessExpensesAmt
Total Assets BOY$77,581,240TotalAssetsBOYAmt
Total Assets EOY$97,721,515TotalAssetsEOYAmt
Total Liabilities BOY$8,389,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,617,074TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,191,745NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$90,104,441NetAssetsOrFundBalancesEOYAmt
MissionTHE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE IN HANCOCK COUNTY THROUGH COLLABORATIVE LEADERSHIP, RESPONSIBLE GRANTMAKING, AND THE DEVELOPMENT OF PHILANTHROPIC GIVING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,753,632ExpenseAmt
Grant$3,271,051GrantAmt
Revenue$2,569RevenueAmt
DescGRANTMAKING ORGANIZATION:AS A COMMUNITY FOUNDATION FOR THE ENTIRE COUNTY, THE ORGANIZATION FUNDS A WIDE RANGE OF INITIATIVES AND PROJECTS. USING THE ORGANIZATION'S UNRESTRICTED FUNDS, THE ORGANIZATION IS ABLE TO RESPOND TO PROPOSALS SUBMITTED BY NONPROFIT ORGANIZATIONS IN THE COUNTY. THE ORGANIZATION ALSO MAKES INVESTMENTS IN LONG-TERM INITIATIVES THAT IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. MANY OF THE ORGANIZATION'S GRANTS ARE DETERMINED BY THE CHARITABLE INTERESTS OF THE ORGANIZATION'S DONORS. 50% OF THE GRANT DOLLARS AWARDED BY THE ORGANIZATION IN 2015 WERE FROM DESIGNATED, AGENCY, OR DONOR ADVISED FUNDS, MEANING DONORS OR ORGANIZATIONS DESIGNATE OR RECOMMEND THE NONPROFIT ORGANIZATIONS TO WHICH THE FUNDS ARE DISTRIBUTED.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$212,276ExpenseAmt
Grant$212,276GrantAmt
DescTHE FAMILY CENTER BUILDING:THE ORGANIZATION HAS A SUPPORTING ORGANIZATION THAT OPERATES A MULTI-TENANT NONPROFIT CENTER. THE BUILDING PROVIDES OFFICE AND MEETING SPACES FOR 14 NONPROFIT TENANTS AT BELOW MARKET RATES RESULTING IN LOWER ADMINISTRATIVE COSTS FOR THE TENANTS AND MORE RESOURCES TO PROVIDE SERVICES TO THEIR CLIENTS. THE ORGANIZATION HAS ASSUMED RESPONSIBILITY FOR THE MORTGAGE ON THE REAL ESTATE. IN 2015, THE ORGANIZATION PAID INTEREST OF $53,640 AND PRINCIPAL PAYMENTS OF $215,204 ON THE MORTGAGE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$362,367ExpenseAmt
Grant$288,460GrantAmt
DescSCHOLARSHIPS:THE ORGANIZATION ADMINISTERS 120 SCHOLARSHIP FUNDS. THE FOUNDATION'S SCHOLARSHIP COMMITTEE MEMBERS REVIEW APPLICATIONS AND SELECT RECIPIENTS BASED ON EACH SCHOLARSHIP'S CRITERIA. IN 2015, 207 SCHOLARSHIPS TOTALING $288,460 WERE AWARDED TO 177 STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,328,275TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE KREUCHAUFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4194251100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W SANDUSKY STREET SUITE 207AddressLine1Txt
CityFINDLAYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45840ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MICHAEL S NEEDLER
CHAIRPERSON1.00Yes (X)Yes (X)$0$0$0
SHERRI GARNER BRUMBAUGH
SECRETARY1.00Yes (X)Yes (X)$0$0$0
GARRY L PEIFFER
TREASURER2.00Yes (X)Yes (X)$0$0$0
PATRICIA J BROWN
TRUSTEE1.00Yes (X)$0$0$0
GWEN KUENZLI
TRUSTEE2.00Yes (X)$0$0$0
J ALEC REINHARDT
TRUSTEE2.00Yes (X)$0$0$0
GENE STEVENS
TRUSTEE1.00Yes (X)$0$0$0
J MICHAEL WILDER
TRUSTEE0.50Yes (X)$0$0$0
GARY WILSON
TRUSTEE1.00Yes (X)$0$0$0
PAUL WORSTELL
TRUSTEE1.00Yes (X)$0$0$0
KATHERINE KREUCHAUF
PRESIDENT36.00Yes (X)$132,303$0$19,0034.00
KAREN SMITH
CHIEF FINANCIAL OFFICER39.00Yes (X)$96,911$0$15,6841.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$229,214TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$34,687TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$29,024,058AllOtherContributionsAmt
Noncash Contributions$2,488,105NoncashContributionsAmt
Total Contributions$29,024,058TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCAPACITY BUILDINGDesc
Business561000BusinessCd
Total Revenue Column$2,569TotalRevenueColumnAmt
Related Or Exempt Func Income$2,569RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,569TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,963,180TotalRevenueColumnAmt
Exclusion$2,963,180ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,301,077SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,174,122SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$126,955SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,955TotalRevenueColumnAmt
Exclusion$126,955ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business541200BusinessCd
Total Revenue Column$60,946TotalRevenueColumnAmt
Exclusion$60,946ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$60,946OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,177,708TotalRevenueColumnAmt
Related Or Exempt Func Income$2,569RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,151,081ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,771,787TotalAmt
Program Services$3,771,787ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$263,901TotalAmt
Program Services$102,043ProgramServicesAmt
Management And General$122,273ManagementAndGeneralAmt
Fundraising$39,585FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$380,096TotalAmt
Program Services$186,884ProgramServicesAmt
Management And General$27,676ManagementAndGeneralAmt
Fundraising$165,536FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,006TotalAmt
Program Services$9,424ProgramServicesAmt
Management And General$4,891ManagementAndGeneralAmt
Fundraising$6,691FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,033TotalAmt
Program Services$11,231ProgramServicesAmt
Management And General$5,829ManagementAndGeneralAmt
Fundraising$7,973FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,594TotalAmt
Program Services$20,904ProgramServicesAmt
Management And General$10,849ManagementAndGeneralAmt
Fundraising$14,841FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,181TotalAmt
Management And General$25,181ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$200,590TotalAmt
Management And General$200,590ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,752TotalAmt
Program Services$6,618ProgramServicesAmt
Management And General$3,435ManagementAndGeneralAmt
Fundraising$4,699FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$109,654TotalAmt
Management And General$9,930ManagementAndGeneralAmt
Fundraising$99,724FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,254TotalAmt
Program Services$16,714ProgramServicesAmt
Management And General$8,674ManagementAndGeneralAmt
Fundraising$11,866FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$30,595TotalAmt
Program Services$13,726ProgramServicesAmt
Management And General$7,124ManagementAndGeneralAmt
Fundraising$9,745FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$41,211TotalAmt
Program Services$18,489ProgramServicesAmt
Management And General$9,596ManagementAndGeneralAmt
Fundraising$13,126FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,090TotalAmt
Program Services$489ProgramServicesAmt
Management And General$254ManagementAndGeneralAmt
Fundraising$347FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,042TotalAmt
Program Services$1,365ProgramServicesAmt
Management And General$708ManagementAndGeneralAmt
Fundraising$969FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$53,640TotalAmt
Program Services$53,640ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,741TotalAmt
Program Services$4,819ProgramServicesAmt
Management And General$2,501ManagementAndGeneralAmt
Fundraising$3,421FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,292TotalAmt
Management And General$4,292ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAMS & INITIATIVES$95,417$95,417$0$0
STAFF DEVELOPMENT$18,373$8,243$4,278$5,852
MEMBERSHIPS & DUES$14,448$6,482$3,364$4,602

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,168,697TotalAmt
Program Services$4,328,275ProgramServicesAmt
Management And General$451,445ManagementAndGeneralAmt
Fundraising$388,977FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$872,178BOYAmt
EOY$1,200,800EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$506,012BOYAmt
EOY$1,139,987EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,029BOYAmt
EOY$69,723EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,106BOYAmt
EOY$1,870EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$108,160LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$84,942LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$30,687BOYAmt
EOY$23,218EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,262,931BOYAmt
EOY$69,025,112EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,741,536BOYAmt
EOY$26,161,044EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$99,761BOYAmt
EOY$99,761EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$77,581,240BOYAmt
EOY$97,721,515EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,222BOYAmt
EOY$12,302EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$736,836BOYAmt
EOY$346,287EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,835,207BOYAmt
EOY$2,620,003EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,805,230BOYAmt
EOY$4,638,482EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,389,495BOYAmt
EOY$7,617,074EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$67,181,281BOYAmt
EOY$89,361,955EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$578,622BOYAmt
EOY$570,609EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,431,842BOYAmt
EOY$171,877EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,191,745BOYAmt
EOY$90,104,441EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$77,581,240BOYAmt
EOY$97,721,515EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$27,009,011ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,100,954NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$4,639OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,397,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,145,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,689,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,837,904CurrentTaxYearMinus1YearAmt
Current Tax Year$1,592,973CurrentTaxYearAmt
Total$9,663,785TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,397,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,145,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,689,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,837,904CurrentTaxYearMinus1YearAmt
Current Tax Year$1,592,973CurrentTaxYearAmt
Total$9,663,785TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,903,860SubstantialContributorsTotAmt
Public Support Total170$7,759,925PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,746,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,255,180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,281,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,097,881CurrentTaxYearMinus1YearAmt
Current Tax Year$2,963,180CurrentTaxYearAmt
Total$12,345,056TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,199CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,489CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,850CurrentTaxYearMinus1YearAmt
Current Tax Year$63,515CurrentTaxYearAmt
Total$284,227TotalAmt
FieldValueIRS element (for citing)
Total Support$22,293,068TotalSupportAmt
Public Support CY1700.34810PublicSupportCY170Pct
Public Support PY1700.34220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceOTHER INCOME PART II, LINE 10FormAndLineReferenceDesc
ExplanationDESCRIPTION: ADMINISTRATIVE FEES 2011: 56,499 2012: 38,674 2013: 54,989 2014: 56,850 2015: 60,946 DESCRIPTION: PROGRAM SERVICE REVENUE 2011: 3,700 2012: 3,500 2013: 2,500 2014: 4,000 2015: 2,569ExplanationTxt

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 Held30DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$373,703DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$589,496DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,555,735DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,903,720BeginningYearBalanceAmt
Contributions$28,931,139ContributionsAmt
Investment Earnings Or Losses-$2,973,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,475,036GrantsOrScholarshipsAmt
Other Expenditures$1,158,087OtherExpendituresAmt
End Year Balance$92,228,035EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,035,482BeginningYearBalanceAmt
Contributions$1,406,715ContributionsAmt
Investment Earnings Or Losses$3,509,628InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,741,760GrantsOrScholarshipsAmt
Other Expenditures$2,693,655OtherExpendituresAmt
End Year Balance$71,903,720EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,982,036BeginningYearBalanceAmt
Contributions$2,565,574ContributionsAmt
Investment Earnings Or Losses$9,805,166InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,122,246GrantsOrScholarshipsAmt
Other Expenditures$3,195,048OtherExpendituresAmt
End Year Balance$66,035,482EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,477,761BeginningYearBalanceAmt
Contributions$2,781,746ContributionsAmt
Investment Earnings Or Losses$7,256,660InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,379,099GrantsOrScholarshipsAmt
Other Expenditures$1,155,032OtherExpendituresAmt
End Year Balance$58,982,036EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$55,197,000BeginningYearBalanceAmt
Contributions$1,190,260ContributionsAmt
Investment Earnings Or Losses-$2,508,568InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,700,376GrantsOrScholarshipsAmt
Other Expenditures$700,555OtherExpendituresAmt
End Year Balance$51,477,761EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04430BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95260PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00310TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,692OtherCostOrOtherBasisAmt
Depreciation$6,200DepreciationAmt
Book Value$1,492BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$100,468OtherCostOrOtherBasisAmt
Depreciation$78,742DepreciationAmt
Book Value$21,726BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$23,218TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY FUNDS$8,569,910F
COMMON TRUST FUNDS$10,670,620F
EXCHANGE TRADED FUNDS$5,497,290F
EXCHANGE TRADED NOTES$883,051F
LIMITED PARTNERSHIPS$540,173F
FieldValueIRS element (for citing)
Total Book Value Securities$26,161,044TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITY PAYABLE$143,037
REMAINDER TRUST PAYABLE$39,585
FUNDS HELD FOR AGENCIES$4,455,860
FieldValueIRS element (for citing)
Total Liability$4,638,482TotalLiabilityAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedN/ASpecificServicesProvidedTxt
Region Total Expenditures$6,837,068RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$6,837,068SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$6,837,068TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION DOES NOT AWARD GRANTS OUTSIDE THE UNITED STATES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ARTS PARTNERSHIP
618 S MAIN STREETFINDLAYOH45840341278627501(C)(3)$16,827N/AN/ASUPPORT
BLANCHARD VALLEY CENTER
1700 E SANDUSKY STREETFINDLAYOH45840346400608501(C)(3)$22,647N/AN/ARESIDENCE
BLANCHARD VALLEY HEALTH FOUNDATION
1900 S MAIN STREETFINDLAYOH45840341370522501(C)(3)$36,247N/AN/ASUPPORT
CANCER PATIENT SERVICES
1800 N BLANCHARD STREETFINDLAYOH45840344491513501(C)(3)$17,899N/AN/ASUPPORT
CHRISTIAN CLEARING HOUSE
1800 N BLANCHARD STREETFINDLAYOH45840371756789501(C)(3)$7,611N/AN/ASUPPORT
FINDLAY CHAMBER FOUNDATION
123 E MAIN CROSS STREETFINDLAYOH45840341170594501(C)(3)$66,000N/AN/AMAIN STREET
FINDLAY CITY SCHOOLS
1100 BROAD AVENUEFINDLAYOH45840346400447170(C)(1)$255,521N/AN/ACURRICULUM
FINDLAY DIGITAL ACADEMY
1219 W MAIN CROSS STREETFINDLAYOH45840200753962170(C)(1)$6,500N/AN/AMENTORING
FINDLAY YOUTH FOR CHRIST
10111 RT 224 WFINDLAYOH45840341033475501(C)(3)$5,800N/AN/ASUPPORT
FINDLAY-HANCOCK LIBRARY
206 BROADWAYFINDLAYOH45840346400446170(C)(1)$19,631N/AN/ACOMMUNITY READING
FIRST LUTHERAN CHURCH
109 E LINCOLN STREETFINDLAYOH45840344430714501(C)(3)$9,615N/AN/ASUPPORT
FIRST PRESBYTERIAN CHURCH
2330 S MAIN STREETFINDLAYOH45840344427937501(C)(3)$15,331N/AN/ASUPPORT
HANCOCK COUNTY EDUCATIONAL SERVICE CENTER
7746 CR 140FINDLAYOH45840341364351170(C)(1)$47,016N/AN/ASUPPORT
HANCOCK COUNTY PERFORMING
200 WEST MAIN CROSS STREETFINDLAYOH45840460912382501(C)(3)$1,338,800N/AN/AFISCAL SPONSOR
HANCOCK HISTORICAL MUSEUM
422 W SANDUSKY STREETFINDLAYOH45840237065550501(C)(3)$11,081N/AN/ASUPPORT
HOPE HOUSE
1800 N BLANCHARD STREETFINDLAYOH45840341655764501(C)(3)$5,467N/AN/ASUPPORT
LAKESIDE CHAUTAUQUA
236 WALNUT STREETLAKESIDEOH43440204072755501(C)(3)$25,000N/AN/ASUPPORT
MACKLIN INSTITUTE
15100 BIRCHAVEN LANEFINDLAYOH43420300109669501(C)(3)$27,035N/AN/ASUPPORT
UNITED WAY
245 STANFORD PARKWAYFINDLAYOH45840346408694501(C)(3)$95,154N/AN/ASUPPORT
UNIVERSITY OF FINDLAY
1000 N MAIN STREETFINDLAYOH45840344431169501(C)(3)$27,379N/AN/ASUPPORT
YMCA
300 E LINCOLN STREETFINDLAYOH45840344428263501(C)(3)$16,417N/AN/ASUPPORT
BLANCHARD VALLEY HEALTH SYSTEM
1900 S MAIN STREETFINDLAYOH45840341369963501(C)(3)$28,450N/AN/ASUPPORT
BOWLING GREEN STATE UNIVERSITY FOUNDATION INC
ALUMNI DRIVEBOWLING GREENOH43403346007199501(C)(3)$824,130N/AN/ASUPPORT
BOY SCOUTS OF AMERICA
2100 BROAD AVEFINDLAYOH45840346536818501(C)(3)$9,344N/AN/ASUPPORT
CHOPIN HALL
1800 N BLANCHARD STREETFINDLAYOH45840341440664501(C)(3)$15,500N/AN/ASUPPORT
CAREY HISTORICAL SOCIETY
202 W FINDLAY ST PO BOX 202CAREYOH43316263345060501(C)(3)$15,000N/AN/ASUPPORT
CENTURY HEALTH
1918 N MAIN STREETFINDLAYOH45840341207678501(C)(3)$19,787N/AN/ASUPPORT
CHILDREN'S MUSEUM OF FINDLAY
1800 TIFFIN AVE SUITE 201FINDLAYOH45840462370956501(C)(3)$35,000N/AN/ASUPPORT
CITY MISSION OF FINDLAY
510 W MAIN CROSS STFINDLAYOH45840510137853501(C)(3)$114,387N/AN/ASUPPORT
CITY OF FINDLAY HEALTH DEPARTMENT
1644 TIFFIN AVEFINDLAYOH45840346400448501(C)(3)$17,000N/AN/ASUPPORT
FLAG CITY HONOR FLIGHT
201 W HOBART AVEFINDLAYOH45840274565786501(C)(3)$5,500N/AN/ASUPPORT
HANCOCK HISTORICAL MUSEUM FOUNDATION
422 W SANDUSKY STREETFINDLAYOH45840341498944501(C)(3)$10,000N/AN/ASUPPORT
LIBERTY BENTON LOCAL SCHOOLS
9190 CR 9FINDLAYOH45840346406285170(C)(1)$10,000N/AN/ASUPPORT
MIRACLE LEAGUE OF FINDLAY
15360 SHORELINE DRIVETHORNVILLEOH43076473432261501(C)(3)$125,000N/AN/ASUPPORT
NATIONAL ALLIANCE OF MENTAL ILLNESS OF HANCOCK COUNTY
1800 N BLANCHARD STREETFINDLAYOH45840271489970501(C)(3)$15,000N/AN/ASUPPORT
UNIVERSITY OF TOLEDO
2801 W BANCROFT STTOLEDOOH43606346555110501(C)(3)$100,000N/AN/ASUPPORT
VAN BUREN COMMUNITY SPORTS ASSOCIATION
12829 STATE ROUTE 613VAN BURENOH45889341828716501(C)(3)$25,000N/AN/ASUPPORT
VILLAGE OF MOUNT BLANCHARD
103 E CLAY STREETMT BLANCHARDOH45867346400935170(C)(1)$9,000N/AN/ASUPPORT
HHWP CAC
122 JEFFERSON STREETFINDLAYOH45840340979444501(C)(3)$15,000N/AN/ASUPPORT
50 NORTH
333 E MELROSE AVEFINDLAYOH45840237083593501(C)(3)$170,016N/AN/ASUPPORT
HANCOCK REGIONAL PLANNING COMMISSION
318 DORNEY PLAZA ROOM 115FINDLAYOH45840346400608501(C)(3)$15,000N/AN/ASUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationANNUALLY, THE ORGANIZATION'S BOARD APPROVES A POOL OF MONEY FOR PRESIDENTIAL DISCRETIONARY GRANTS ($20,000), EDUCATION GRANTS ($60,000), AND "HANCOCK READS" GRANTS ($10,000). THE MAXIMUM GRANT AMOUNT FOR THE PRESIDENTIAL DISCRETIONARY POOL IS $2,500. THE MAXIMUM GRANT AMOUNT FOR AN EDUCATION POOL GRANT IS $6,000. THERE IS NO INDIVIDUAL MAXIMUM GRANT AMOUNT FOR THE "HANCOCK READS" POOL. THE YOUTH IN PHILANTHROPY (YIP) GRANTS ARE DETERMINED BY A STUDENT COMMITTEE. THE DOLLARS GRANTED BY THE COMMITTEE ARE ONE HALF OF THE AVAILABLE TO SPEND FROM A YOUTH MEMORIAL FUND AND DOLLARS RAISED BY THE YOUTH IN PHILANTHROPY STUDENT GROUP. HISTORICALLY THE TOTAL YIP GRANTS AVERAGE $1,500 ANNUALLY. THE TRUSTEES HAVE DELEGATED APPROVAL OF THE GRANTS FROM THESE POOLS OF MONEY TO THE PRESIDENT AND THE RESPECTIVE COMMITTEES. THE TRUSTEES REVIEW ALL GRANTS MADE FROM THESE FUNDS BUT DO NOT FORMALLY APPROVE THE GRANTS. ALL OTHER GRANTS ARE APPROVED BY THE ORGANIZATION'S BOARD. GRANTEES ARE REQUIRED TO SUBMIT A COPY OF THEIR IRS DETERMINATION LETTER WITH THEIR APPLICATION. GRANTEES ARE REQUIRED TO SUBMIT REPORTS AT 6 MONTH INTERVALS AFTER RECEIVING GRANT FUNDS. A FINAL REPORT IS REQUIRED ONCE THE PROJECT HAS BEEN COMPLETED. A PROCESS IS IN PLACE TO ENSURE THE PROGRAM OFFICERS ARE RECEIVING THE INTERIM AND FINAL REPORTS ON A TIMELY BASIS. PROGRAM OFFICERS REVIEW THE REPORTS FOR DISCREPANCIES. ANY MATERIAL DISCREPANCIES ARE REPORTED TO THE BOARD.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$2,488,105NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKETMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S BANK SELLS CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE BOARD WAS PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING THE FORM 990. THE BOARD WAS GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE COMMENTS ABOUT THE FORM 990 TO THE CHIEF FINANCIAL OFFICER AND/OR THE PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY OFFICERS, TRUSTEES, COMMITTEE MEMBERS, AND EMPLOYEES ARE PROVIDED A COPY OF THE FOUNDATION'S "CONFLICT OF INTEREST, CONFIDENTIALITY, AND ETHICAL PRINCIPLES POLICY". EACH PERSON THAT RECEIVES THE POLICY IS ASKED TO SIGN A STATEMENT OF AFFIRMATION REGARDING THE POLICY AND COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. ALL QUESTIONNAIRES ARE REVIEWED BY THE BOARD CHAIR, PRESIDENT, AND THE FINANCE OFFICER FOR ANY POSSIBLE CONFLICTS. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WOULD ABSTAIN FROM VOTING. THIS WOULD BE DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PART VI, SECTION B, LINE 15LINE 15A: THE BOARD OF TRUSTEES ACTIVELY MONITORS AND EVALUATES THE PRESIDENT. THE BOARD CHAIR AND VICE CHAIR COMPRISE THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE REVIEWS SALARY AND BENEFIT REPORTS AND SURVEYS FROM THE COUNCIL ON FOUNDATIONS AND FORMS 990 OF SIMILAR NONPROFITS. THE PERSONNEL COMMITTEE MEETINGS WERE NOT CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. EVERY THREE YEARS THE ORGANIZATION HIRES A CONSULTANT TO CONDUCT A SALARY REVIEW. THE CONSULTANT LAST REVIEWED THE SALARIES IN NOVEMBER 2013 FOR IMPLEMENTATION IN JANUARY 2014. BASE SALARY CONSIDERS THE CONTRIBUTION OF EACH POSITION TO THE FOUNDATION'S OVERALL GOALS. IT ALSO REFLECTS THE COMPETITIVE COMPENSATION PHILOSOPHY IN THE CONTEXT OF THE FOUNDATION'S ROLE AS A COMMUNITY AND PHILANTHROPIC LEADER. THE FOUNDATION TARGETS SALARY RANGE MIDPOINTS TO THE MARKET AVERAGE FOR EACH SPECIFIC MARKET IN WHICH IT COMPETES. RELATIVE INTERNAL VALUES FOR POSITIONS ARE DETERMINED THROUGH THE USE OF THE FOLLOWING METHODOLOGY: *SCOPE & IMPACT - THE BREADTH OF THE JOB AND IMPACT OF THE ACTIONS OF THE INCUMBENT WITHIN AND OUTSIDE THE FOUNDATION. *LATITUDE OF ACTION - THE EXTENT TO WHICH THE POSITION GIVES THE INCUMBENT FREEDOM TO MAKE DECISIONS AND AUTHORITY TO TAKE ACTIONS WITHOUT PRIOR APPROVAL OF THE SUPERVISOR. *WORKING RELATIONSHIPS - THE EXTENT TO WHICH EFFECTIVE CONTACTS WITH PEOPLE INSIDE AND OUTSIDE THE FOUNDATION ARE ESSENTIAL TO PERFORMANCE IN THE POSITION. *DECISION MAKING - THE COMPLEXITY OF DECISIONS REQUIRED, THE NUMBER OF FACTORS THE DECISION MAKER MUST TAKE INTO ACCOUNT, THE LEVEL OF INDIVIDUALS INVOLVED, THE TIME PRESSURES, THE CONSEQUENCES OR IMPACT OF THE DECISION, AND THE FREQUENCY WITH WHICH DECISIONS HAVE TO BE MADE. *KNOWLEDGE AND SKILL - THE EXTENT TO WHICH PROFESSIONAL QUALIFICATIONS, EXPERIENCE, AND SKILLS ARE REQUIRED TO CARRY THE RESPONSIBILITIES OF THE POSITION. *MARKET ANALYSIS - THE ACTUAL PAY FOR JOBS OF SIMILAR SCOPE AND CONTENT IN THE SELECTED MARKET. COMPENSATION IS DEEMED "REASONABLE" IF THE AMOUNT PAID WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES UNDER THE CIRCUMSTANCES. LINE 15B: THE SAME SOURCES OF INFORMATION NOTED ABOVE ARE UTILIZED TO DETERMINE REASONABLE COMPENSATION AND BENEFITS FOR OTHER EMPLOYEES. THE BOARD APPROVES COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO ANYONE WHO REQUESTS THEM. THE ORGANIZATION'S ANNUAL REPORT WHICH IS MAILED TO FUND REPRESENTATIVES AND A LARGE NUMBER OF DONORS INCLUDES A CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES. THE BOARD APPROVES THE OPERATING BUDGET FOR THE FOLLOWING YEAR IN NOVEMBER. QUARTERLY, BOTH THE FINANCE & INVESTMENT COMMITTEE AND THE BOARD REVIEW INTERNALLY PREPARED FINANCIAL STATEMENTS AND YEAR-TO-DATE ACTUAL COMPARED TO YEAR-TO-DATE BUDGETED OPERATING AMOUNTS. QUARTERLY THE FINANCE & INVESTMENT COMMITTEE MEETS WITH THE ORGANIZATION'S INVESTMENT ADVISOR TO REVIEW INVESTMENT RESULTS. THE ORGANIZATION HAS A POLICY REGARDING THE PUBLIC AVAILABILITY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY.
FORM 990, PART XI, LINE 9:LINE 9 - OTHER CHANGES IN NET ASSETS INCLUDE THE FOLLOWING AMOUNTS NOT REPORTED ON FORM 990 PARTS VIII & IX: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -67,965. RETURNED GRANTS 69,563. MISCELLANEOUS 3,041.
FORM 990, PART XII, LINE 2C:THE AUDIT COMMITTEE IS IN CHARGE OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS. THE FOUNDATION'S CURRENT AUDITORS HAVE BEEN PERFORMING THE FOUNDATION'S AUDIT SINCE 2009.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
THE HANCOCK PROPERTIES FOUNDATION
101 W SANDUSKY STREET SUITE 207FINDLAYOH45840270121577REAL ESTATE RENTALOH501(C)(3)LINE 11A, IFINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATIONYes (1)
FRANK A & ANNETTE GUGLIELMI FOUNDATION
101 W SANDUSKY STREET SUITE 207FINDLAYOH45840341962887GRANTMAKINGOH501(C)(3)LINE 11A, IFINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATIONYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE HANCOCK PROPERTIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$68,364InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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