2016-06-17T07:49:24-05:00 2015-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DR SUITE 400 DAYTON OH 45342 990 2015-01-01 311661966 THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY COMM 5138745450 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 DANIEL BENHASE BOARD CHAIR 5138745450 2016-06-02 1 STEPHANIE R PYLES CPA P00613386 9372260070 2016-06-02 2015 2016-09-27 15:27:22Z DANIEL BENHASE 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 6279259 0 X WWW.WCLFOUNDATION.COM X 1999 OH TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA 25 24 4 50 0 0 2360854 3570711 0 0 713478 430826 304428 180672 3378760 4182209 1375618 1900263 0 0 220804 216588 0 0 309871 528768 429872 2125190 2546723 1253570 1635486 12274925 13544905 0 0 12274925 13544905 THE COMMUNITY FOUNDATION'S MISSION IS TO ENCOURAGE, SUPPORT, AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO. 0 0 2047215 1900263 THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY SERVES AS A LEADER AND RESOURCE FOR PHILANTHROPY; BUILDS A GROWING ENDOWMENT FOR THE COMMUNITY'S CHANGING NEEDS; PROVIDES FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE THEIR COMMUNITY NOW AND INTO THE FUTURE; PROMOTES COLLABORATION AMONG LOCAL FUNDING ORGANIZATIONS AND SERVICE PROVIDERS TO ADDRESS COMMUNITY NEEDS; AND MAKES GRANT AND PROVIDES COUNSEL AND ASSISTANCE THAT WILL HAVE A SIGNIFICANT IMPACT UPON THE RESIDENTS OF WEST CHESTER AND LIBERTY TOWNSHIP. 2047215 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 OH X X NANCY FISTER 5138745450 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 DAN BENHASE BOARD CHAIR 0.50 X X 0 0 0 JONATHAN THEDERS VICE CHAIR 0.50 X X 0 0 0 SHELLIE LEDER SECRETARY 0.50 X X 0 0 0 CRAIG HUDSON TREASURER 0.50 X X 0 0 0 BILL SCHUMACKER MEMBER 0.50 X 0 0 0 BOB HUTSENPILLER MEMBER 0.50 X 0 0 0 DAN ZIEVERINK MEMBER 0.50 X 0 0 0 GAIL JACKSON MILLER MEMBER 0.50 X 0 0 0 GREG STAMP MEMBER 0.50 X 0 0 0 HELEN FANZ-LEVAY MEMBER 0.50 X 0 0 0 IAN MURRAY MEMBER 0.50 X 0 0 0 JULIE WHITE MEMBER 0.50 X 0 0 0 KAREN ROLCIK MEMBER 0.50 X 0 0 0 KEITH KLINE MEMBER 0.50 X 0 0 0 KELLY BRAMEL MEMBER 0.50 X 0 0 0 LOREN SCHRAMM MEMBER 0.50 X 0 0 0 MARTY DAVIS MEMBER 0.50 X 0 0 0 SANDY BRUESHABER MEMBER 0.50 X 0 0 0 TIM KELLY MEMBER 0.50 X 0 0 0 TOM DASKALAKIS MEMBER 0.50 X 0 0 0 CATHERINE EVANS MEMBER 0.50 X 0 0 0 DONNA LESLIE MEMBER 0.50 X 0 0 0 TIM SHEERAN MEMBER 0.50 X 0 0 0 TOM ZENGE MEMBER 0.50 X 0 0 0 ERIN CLEMONS CEO & PRESIDENT 40.00 X X 59333 0 1383 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 60000 0 1800 119333 0 3183 0 0 0 0 0 125960 3444751 1680647 3570711 203398 203398 2190730 1963302 227428 227428 227428 314420 125960 133748 180672 180672 4182209 0 0 611498 1744161 1744161 156102 156102 62300 37380 24920 134402 53761 47777 32864 3705 1464 1313 928 16181 6820 6872 2489 30470 30470 65588 65588 28964 28964 16189 2453 9648 4088 19668 15734 1967 1967 2214 2214 12601 12601 467 467 3076 923 615 1538 FUNDRAISING COSTS 237033 237033 PRINTING AND PUBLICATIO 7855 7855 DUES AND SUBSCRIPTIONS 3085 3085 MISCELLANEOUS 2662 2662 2546723 2047215 189637 309871 125085 198473 227067 134218 32579 31762 1284 817 11921489 12963965 0 247432 12274925 13544905 0 0 X 12047858 13163255 227067 381650 12274925 13544905 12274925 13544905 1635486 -612938 247432 0 X X 0 1 X 1 0 X 1151737 2092168 1879119 2360854 3570711 11054589 1151737 2092168 1879119 2360854 3570711 11054589 1732400 9322189 106073 136312 195903 240534 203398 882220 171889 212993 354872 304428 180672 1224854 13161663 0.70830 0.70370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING EVENT - 2011 AMOUNT: $ 171,889. 2012 AMOUNT: $ 212,993. 2013 AMOUNT: $ 354,872. 2014 AMOUNT: $ 304,428. 2015 AMOUNT: $ 180,672. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 1547813 1147051 4522969 1 1 11921489 3480906 -247700 1900263 180662 109805 12963965 10687572 2360854 429973 1375618 84352 96940 11921489 8515791 1879119 895672 522180 4755 76075 10687572 6365760 2185604 610860 562589 114800 74785 8410050 5956719 1193650 -33353 572399 112740 66117 6365760 1.00000 0.00000 0.00000 0 0 32579 31762 817 817 X 3817115 -612938 313432 -299506 4116621 65588 65588 4182209 2547135 66000 66000 2481135 65588 65588 2546723 PART V, LINE 4: THE FOUNDATION AGREES, THROUGH ITS FUND AGREEMENTS, TO FULFILL THE DIRECTION AND PURPOSE OF THE DONOR. HOWEVER, THE FOUNDATION MAINTAINS VARIANCE POWER AND RESERVES THE RIGHT AT ITS DISCRETION TO MODIFY THE DISTRIBUTION OF FUND INVESTMENTS, IF IT BECOMES NECESSARY. THE FOUNDATION AS A RESULT OF ITS ABILITY TO DISTRIBUTE ANY OR ALL OF THE FUNDS, RECLASSIFIED ALL FUNDS TO UNRESTRICTED. PART X, LINE 2: THE FOUNDATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS FILED BY THE FOUNDATION TO DETERMINE WHETHER A LIABILITY FOR UNCERTAIN TAX POSITIONS EXIST AND WHETHER A LIABILITY FOR SUCH UNCERTAIN POSITIONS SHOULD BE RECOGNIZED. THE FOUNDATION IS EXEMPT FROM INCOME TAXES AND MANAGEMENT BELIEVES THE FOUNDATION HAS NOT ENGAGED IN ANY ACTIVITIES THAT WOULD DISQUALIFY THEM FROM TAX-EXEMPT STATUS OR INCUR TAX OBLIGATIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. THE FOUNDATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. KEY EVENT 172562 43750 128812 5794 8025 11588 7495 SHAMROCK SHUFFLE 168043 34300 133743 30653 5473 424 29787 1 99775 47910 51865 6311 14535 9039 4624 440380 125960 314420 42758 28033 21051 41906 133748 180672 1 ANIMAL ADOPTION FOUNDATION 2480 MILLVILLE ROSS RD HAMILTON OH 45013 311378848 501(C)(3) 10000 OPERATING SUPPORT ARCHDIOCESE OF CINCINNATI 100 E 8TH ST CINCINNATI OH 45202 310538501 501(C)(3) 50000 CATHOLIC MINISTRY APPEAL AXIS TEEN CENTERS - EDGE TEEN CENTER 7568 WYANDOT LN LIBERTY TOWNSHIP OH 45044 261438129 501(C)(3) 5000 EDGE COMMUNITY SERVICE PROGRAM BEECH ACRES PARENTING CENTER 767 COLUMBUS AVE LEBANON OH 45036 310536663 501(C)(3) 20000 GENERAL DONATION BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY C/O TCFWCL 8366 PRINCETON-GLENDALE RD SUITE A2 WEST CHESTER OH 45069 463631593 501(C)(3) 406213 OPERATING SUPPORT CANCER FAMILY CARE 2421 AUBURN AVENUE CINCINNATI OH 45249 310805286 501(C)(3) 5000 LINDA MARIE DEGENHART CHILDCARE FUND CATHOLIC COMMUNITY FOUNDATION FOR THE ARCHDOC 100 E 8TH ST CINCINNATI OH 45202 465162928 501(C)(3) 15000 GENERAL DONATION CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 60416 GIFT BASKETS AND OTHER SUPPORT FOR FAMILIES COMPANIONS ON A JOURNEY GRIEF SUPPORT 8857 CINCINNATI DAYTON RD SUITE 002 002 WEST CHESTER OH 45069 770675357 501(C)(3) 15600 OPERATING SUPPORT & PROGRAMMING OUTREACH TO LAKOTA SCHOOLS DELTA TAU DELTA EDUCATIONAL FOUNDATION 10000 ALLISONVILLE ROAD FISHERS IN 46038 311020203 501(C)(3) 40000 GENERAL DONATION DEPAUL CRISTO REY HIGH SCHOOL 1133 CLIFTON HILLS AVE CINCINNATI OH 45220 272417727 501(C)(3) 5000 GENERAL DONATION DESTINY RESCUE USA INC 10147 IN-13 SYRACUSE IN 46567 262467690 501(C)(3) 10000 TO SUPPORT THE NEEDS OF CHILDREN RESCUED FROM SEX DISCIPLES OF CHRIST CHRISTIAN FELLOWSHIP 7732 GIBSONTON DR GIBSONTON FL 33534 134276766 501(C)(3) 40000 TO PROVIDE SUPPORT AND CARE FOR THE LOCAL COMMUNITY DOWN SYNDROME ASSN OF GREATER CINCINNATI 4623 WESLEY AVE SUITE A CINCINNATI OH 45212 311051378 501(C)(3) 50000 TO COVER THE COST OF A DEVELOPMENT POSITION AT DSA FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45011 472155537 501(C)(3) 36000 TO PURCHASE A LATE MODEL VAN TO TRANSPORT HOMELESS & OPERATIONAL SUPPORT FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 953188150 501(C)(3) 50000 OPERATING SUPPORT GIVEHOPE PANCREATIC CANCER RESEARCH & AWARENESS 300 E BUSINESS WAY SUITE 300 CINCINNATI OH 45241 474313681 501(C)(3) 8701 OPERATING SUPPORT GOOD SAMARITAN HOSPITAL FOUNDATION 619 OAK STREET - ACCOUNTING 3 WEST CINCINNATI OH 45206 311206047 501(C)(3) 15000 TO SUPPORT THE FRANCIS FUND HEARING SPEECH & DEAF CENTER OF GREATER CINCINNATI 5900 W CHESTER ROAD STE J WEST CHESTER OH 45069 310536654 501(C)(3) 5000 KATIE'S HOUSE EXPANSION IN WEST CHESTER HOPE HOUSE PO BOX 577 LEES SUMIT MO 64063 431265685 501(C)(3) 5200 OPERATING SUPPORT HOPEWELL JUNIOR PTSO 8200 COX RD WEST CHESTER OH 45069 900014284 501(C)(3) 5600 THE ID PROJECT JUNIOR ACHIEVEMENT OF BUTLER COUNTY PO BOX 13274 HAMILTON OH 45013 344471442 501(C)(3) 5000 TO FUND ONGOING PROGRAMS IN LAKOTA SCHOOLS LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 14100 ATHLETIC PARTICIPATION FEE AWARDS FOR 2014-2015 SCHOOL YEAR LIFE ENRICHING COMMUNITIES 5343 HAMILTON AVE CINCINNATI OH 45224 043660613 501(C)(3) 10000 TWIN TOWERS CHAPEL RENOVATION LITERACY NETWORK OF GREATER CINCINNATI 635 W 7TH ST 309 CINCINNATI OH 45203 316332564 501(C)(3) 14000 GENERAL SUPPORT - 2015 BENEFACTOR LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED 3603 VICTORY PARKWAY CINCINNATI OH 45229 310894923 501(C)(3) 10000 GENERAL DONATION MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 5000 GENERAL DONATION MELODIC CONNECTIONS 4527 READING RD CINCINNATI OH 45229 263815913 501(C)(3) 25000 TO COVER THE COST OF AN ADMINISTRATIVE POSITION METROPARKS OF BUTLER COUNTY 2051 TIMBERMAN RD HAMILTON OH 45013 463299413 501(C)(3) 8000 ADDITION OF SHADE STRUCTURES AT WIGGLY FIELD DOG PARK MOTHER TERESA CATHOLIC ELEMENTARY SCHOOL 7197 MOTHER TERESA LN LIBERTY TOWNSHIP OH 45044 311591737 501(C)(3) 30000 CAPITAL CAMPAIGN NATE LIVINGS FOUNDATION INC 3674 SHADY CREEK CT FRISCO TX 75033 473795749 501(C)(3) 5554 GENERAL DONATION OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 63000 TO BENEFIT THE JAMES FOUNDATIONTO SUPPORT THE FISHER BUSINESS COLLEGE-MCCLOY INNODONATION TO THE BUCKEYE CLUB OUTBACK AMERICA - CINCINNATI 8260 NORTHCREEK DRIVE 330 CINCINNATI OH 45236 752599602 501(C)(3) 5000 TO SUPPORT MINISTRY OPERATIONS PAIGE'S PRINCESS FOUNDATION 912 MCBURNEY DRIVE LEBANON OH 45036 452712469 501(C)(3) 6000 ADAPTIVE SCHOOL SUPPLY PROGRAM PAWS 2790 CINCINNATI-DAYTON RD MIDDLETOWN OH 45044 311000756 501(C)(3) 10000 OPERATING SUPPORT REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 13000 OPERATING SUPPORT RESTORING LIVES INTERNATIONAL 11974 LEBANON RD 344 CINCINNATI OH 45241 810660746 501(C)(3) 20000 OPERATING SUPPORT RONALD MCDONALD HOUSE 350 ERKENBRECHER AVE CINCINNATI OH 45229 310965333 501(C)(3) 12689 OPERATING SUPPORT & SALAD BAR PURCHASE SENIOR SERVICES OF NORTHERN KENTUCKY 1032 MADISON AVE COVINGTON KY 41011 610725458 501(C)(3) 6694 SUPPORT THE COSTS OF FEEDING THE PETS SOCIETY OF ST VINCENT DE PAUL 7152 WALNUTWOOD DR WEST CHESTER OH 45241 263713347 501(C)(3) 5000 TO PROVIDE FUNDS FOR THOSE SEEKING RENT ASSISTANCE ST MAXIMILIAN KOLBE PARISH 2427 S 15TH ST MILWAUKEE WI 53215 200220282 501(C)(3) 25000 TO SUPPORT DEBT REDUCTION AND BOOSTERS ST SUSANNA CATHOLIC CHURCH 616 READING ROAD MASON OH 45040 310537156 501(C)(3) 10000 GENERAL DONATION ST XAVIER HIGH SCHOOL 600 W NORTH BEND RD CINCINNATI OH 45224 310537511 501(C)(3) 5000 GENERAL DONATION STS PETER & PAUL ACADEMY 237 CLARK STREET READING OH 45215 208638204 501(C)(3) 8000 TO SUPPORT IPAD CAMPAIGN IN MEMORY OF KYLE BABCOCK THE CHRISTIAN BROADCASTING NETWORK 977 CENTERVILLE TURNPIKE SHB411 VIRGINIA BEACH VA 23463 540678752 501(C)(3) 5000 TO SUPPORT ORPHANS PROMISE PROGRAM THE SHEPHERD'S CROOK MINISTRIES INC PO BOX 773 WEST CHESTER OH 45071 010561554 501(C)(3) 10000 TO SUPPORT FAMILY ADOPTIONS UC FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)(3) 47500 CINCINNATI CANCER CENTER - PANCREATIC CANCER RESEARCH URSULINE ACADEMY 5535 PFEIFFER RD BLUE ASH OH 45242 310538555 501(C)(3) 11700 GENERAL DONATION VINEYARD COMMUNITY CHURCH 11340 CENTURY CIR E CINCINNATI OH 45246 311187308 501(C)(3) 17000 GENERAL DONATION WARM WELCOMES FOSTER CARE OUTREACH INC 8857 CINCINNATI DAYTON RD STE 004 WEST CHESTER OH 45069 464075328 501(C)(3) 10000 WELCOME BAGS: COMFORT IN THE CHAOS PROGRAM WARREN COUNTY SHERIFF'S DEPT 822 MEMORIAL DR LEBANON OH 45036 10000 WARREN COUNTY HEROIN PROGRAM WEST CHESTER TOWNSHIP 9113 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 8345 VIDEO WALL AND AUDIO EQUIPMENT AT ALL STAR GAME XAVIER UNIVERSITY 3800 VICTORY PKWY CINCINNATI OH 45207 310537516 501(C)(3) 40000 TO SUPPORT MEN'S ALL FOR 1 BASKETBALL YMCA CAMP CAMPBELL GARD C/O THE GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501(C)(3) 14040 1 WEEK OF SUMMER CAMP FOR 30 CAMPERS YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 840385934 501(C)(3) 25000 GENERAL DONATION ST GABRIEL PARISH 48 WEST SHARON AVE CINCINNATI OH 45246 310538542 501(C)(3) 9000 ANNUAL DONATION FOR SUPPORT AND SPECIAL COLLECTION 56 0 INDIVIDUAL GRANTS OVER $5,000 2 11742 INDIVIDUAL SCHOLARSHIPS > $5,000 3 33000 INDIVIDUAL SCHOLARSHIPS < $5,000 52 40650 INDIVIDUAL GRANTS LESS THAN $5,000 36 70710 PART I, LINE 2: GRANTS ARE APPROVED BY A COMMITTEE, BY THE VICE PRESIDENT, OR DONOR SERVICES. NO CHECKS FOR GRANTS ARE ISSUED WITH OUT WRITTEN APPROVAL OR SIGNED CHECK REQUESTS. ACCOUNTS ARE RECONCILED MONTHLY. THE COMMITTEE CHAIR PRESENTS REPORTS TO THE BOARD AT EACH MEETING FOR THE BOARD'S APPROAL. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. X 14 1680647 COST OR SELLING PRICE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES BOARD MEMEBERS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND TO REPORT ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARISING DURING THE YEAR REPORT THE CONFLICT AND ABSTAIN FROM DISCUSSSIONS AND VOTES CONCERNING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERFORMS AN ANNUAL REVIEW FOR ALL EMPLOYEES WHICH INCLUDES A SALARY EVALUATION. WHEN SETTING COMPENSATION, THE BOARD REVIEWS AVAILABLE INDUSTRY INFORMATION AND SURVEYS NOT-FOR-PROFIT AGENCIES SIMILAR IN SIZE AND OPERATION IN SOUTH WESTERN OHIO. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE 990, FINANCIAL STATEMENTS AND FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED TO THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR.