ASHLAND COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ASHLAND COUNTY COMMUNITY FOUNDATION (EIN 34-1812908)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-07
IRS object ID
201640679349300229
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-07T14:14:17-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202126956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IRWIN FINANCIAL ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12025 CLAREMONT AVEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341812908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COUNTY COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASHLBusinessNameControlTxt
Phone4192814733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVE PO BOX 733AddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CUTRIGHTPersonNm
Person TitleEXECUTIVE DIRECTOR/CEOPersonTitleTxt
Phone4192814733PhoneNum
Signature2016-02-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN W IRWIN CPAPreparerPersonNm
PTINP00337085PTIN
Phone4192812811PhoneNum
Preparation2016-03-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES M CUTRIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVENUEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,423,894GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASHLANDCOUNTYCOMMUNITYFOUNDATION.OWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers96TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,153,638PYContributionsGrantsAmt
CY Contributions Grants$2,183,462CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,176,232PYInvestmentIncomeAmt
CY Investment Income$1,223,566CYInvestmentIncomeAmt
PY Other Revenue$16,449PYOtherRevenueAmt
CY Other Revenue$16,866CYOtherRevenueAmt
PY Total Revenue$6,346,319PYTotalRevenueAmt
CY Total Revenue$3,423,894CYTotalRevenueAmt
PY Grants And Similar Paid$1,711,907PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$796,688CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,979PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$185,507CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,054CYTotalFundraisingExpenseAmt
PY Other Expenses$146,530PYOtherExpensesAmt
CY Other Expenses$151,070CYOtherExpensesAmt
PY Total Expenses$2,054,416PYTotalExpensesAmt
CY Total Expenses$1,133,265CYTotalExpensesAmt
PY Revenues Less Expenses$4,291,903PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,290,629CYRevenuesLessExpensesAmt
Total Assets BOY$31,882,673TotalAssetsBOYAmt
Total Assets EOY$33,659,337TotalAssetsEOYAmt
Total Liabilities BOY$3,772,229TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,931,650TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,110,444NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,727,687NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$796,688ExpenseAmt
Grant$796,688GrantAmt
DescTHE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE A MEANS FOR PEOPLE TO MAKE GIFTS OF ASSETS TO ENHANCE THE QUALITY OF LIFE IN ASHLAND COUNTY, BOTH TODAY AND IN THE FUTURE.Desc
Total Program Service Expenses$796,688TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRWIN FINANCIAL ASSOCIATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4192812811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 CLAREMONT AVENUEAddressLine1Txt
CityASHLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44805ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR LUCILLE G FORD
PRESIDENT EM0.50Yes (X)Yes (X)$0$0$0
DR ANDREW M STEIN
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
KENNETH E MILLIGAN
VICE CHAIRMA0.50Yes (X)Yes (X)$0$0$0
PATRICIA A BYERLY
TREASURER0.50Yes (X)Yes (X)$0$0$0
MICHAEL C HUBER
SECRETARY0.50Yes (X)Yes (X)$0$0$0
ANNE K COWEN
PAST CHAIRMA0.50Yes (X)Yes (X)$0$0$0
KEITH C BOALES
TRUSTEE0.50Yes (X)$0$0$0
EMILY S HESS PHD
TRUSTEE0.50Yes (X)$0$0$0
BRIAN HINKLE
TRUSTEE0.50Yes (X)$0$0$0
CHARLES A HOLDREN
TRUSTEE0.50Yes (X)$0$0$0
JOHN E MILLER
TRUSTEE0.50Yes (X)$0$0$0
MARCY MYERS
TRUSTEE0.50Yes (X)$0$0$0
SUSAN D SHAFER
TRUSTEE0.50Yes (X)$0$0$0
DONALD G STUMP PHD
TRUSTEE0.50Yes (X)$0$0$0
PEGGY L YODER
TRUSTEE0.50Yes (X)$0$0$0
ANN GUTHRIE
RECORDING SE0.50Yes (X)Yes (X)$0$0$0
JAMES CUTRIGHT
EXECUTIVE DI40.00Yes (X)$85,000$0$0
KRISTIN ASPIN
VP-OPERATION24.00Yes (X)$41,656$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$126,656TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,183,462AllOtherContributionsAmt
Noncash Contributions$44,393NoncashContributionsAmt
Total Contributions$2,183,462TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,223,566TotalRevenueColumnAmt
Exclusion$1,223,566ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FOUNDATION ADMIN FEE561000$16,744$16,744
MISC. INCOME900099$122$122
FieldValueIRS element (for citing)
Other Revenue Total$16,866OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,423,894TotalRevenueColumnAmt
Related Or Exempt Func Income$16,866RelatedOrExemptFuncIncomeAmt
Exclusion$1,223,566ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$596,420TotalAmt
Program Services$596,420ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$200,268TotalAmt
Program Services$200,268ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$126,656TotalAmt
Management And General$111,457ManagementAndGeneralAmt
Fundraising$15,199FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,411TotalAmt
Management And General$39,962ManagementAndGeneralAmt
Fundraising$5,449FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,440TotalAmt
Management And General$11,212ManagementAndGeneralAmt
Fundraising$2,228FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$277TotalAmt
Management And General$277ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Management And General$14,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Management And General$2,550ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,482TotalAmt
Management And General$6,741ManagementAndGeneralAmt
Fundraising$6,741FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,245TotalAmt
Management And General$27,245ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,866TotalAmt
Management And General$13,866ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$449TotalAmt
Management And General$449ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,126TotalAmt
Management And General$14,126ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,895TotalAmt
Management And General$19,895ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$20,749$20,749
HOSPITALITY$18,875$9,438$9,437
MISCELLANEOUS$3,760$3,760
TELEPHONE$1,796$1,796

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,133,265TotalAmt
Program Services$796,688ProgramServicesAmt
Management And General$297,523ManagementAndGeneralAmt
Fundraising$39,054FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,957,274BOYAmt
EOY$1,631,826EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$259,853BOYAmt
EOY$218,916EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$596,020LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$233,581LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$360,819BOYAmt
EOY$362,439EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,304,727BOYAmt
EOY$31,446,156EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,882,673BOYAmt
EOY$33,659,337EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,788BOYAmt
EOY$3,783EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$410,070BOYAmt
EOY$534,943EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,358,371BOYAmt
EOY$3,392,924EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,772,229BOYAmt
EOY$3,931,650EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,110,444BOYAmt
EOY$29,727,687EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,110,444BOYAmt
EOY$29,727,687EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,882,673BOYAmt
EOY$33,659,337EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,290,629ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$673,386NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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$1,152,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,800,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,969,683CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,153,638CurrentTaxYearMinus1YearAmt
Current Tax Year$2,183,462CurrentTaxYearAmt
Total$15,258,997TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,152,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,800,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,969,683CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,153,638CurrentTaxYearMinus1YearAmt
Current Tax Year$2,183,462CurrentTaxYearAmt
Total$15,258,997TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,618,714SubstantialContributorsTotAmt
Public Support Total170$12,640,283PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$768,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,176,232CurrentTaxYearMinus1YearAmt
Current Tax Year$1,223,566CurrentTaxYearAmt
Total$3,743,621TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,998CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,291CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,877CurrentTaxYearMinus2YearsAmt
Total$56,166TotalAmt
FieldValueIRS element (for citing)
Total Support$19,058,784TotalSupportAmt
Gross Receipts Rltd Activities$16,866GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66320PublicSupportCY170Pct
Public Support PY1700.68130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFOUNDATION ADMIN. FEE & OTHER INCOME 56,166ExplanationTxt

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 Held19DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,342,832DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$11,836DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,242,783DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,821,546BeginningYearBalanceAmt
Contributions$653,558ContributionsAmt
Investment Earnings Or Losses$509,563InvestmentEarningsOrLossesAmt
Grants Or Scholarships$772,270GrantsOrScholarshipsAmt
Other Expenditures$208,515OtherExpendituresAmt
End Year Balance$25,003,882EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,548,993BeginningYearBalanceAmt
Contributions$4,532,910ContributionsAmt
Investment Earnings Or Losses$3,120,135InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,206,633GrantsOrScholarshipsAmt
Other Expenditures$173,859OtherExpendituresAmt
End Year Balance$24,821,546EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,054,490BeginningYearBalanceAmt
Contributions$4,389,222ContributionsAmt
Investment Earnings Or Losses$1,802,250InvestmentEarningsOrLossesAmt
Grants Or Scholarships$382,309GrantsOrScholarshipsAmt
Other Expenditures$314,660OtherExpendituresAmt
End Year Balance$18,548,993EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,156,342BeginningYearBalanceAmt
Contributions$1,609,963ContributionsAmt
Investment Earnings Or Losses-$181,795InvestmentEarningsOrLossesAmt
Grants Or Scholarships$333,463GrantsOrScholarshipsAmt
Other Expenditures$196,557OtherExpendituresAmt
End Year Balance$13,054,490EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,595,781BeginningYearBalanceAmt
Contributions$768,585ContributionsAmt
Investment Earnings Or Losses$2,379,358InvestmentEarningsOrLossesAmt
Grants Or Scholarships$415,140GrantsOrScholarshipsAmt
Other Expenditures$172,242OtherExpendituresAmt
End Year Balance$12,156,342EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,869OtherCostOrOtherBasisAmt
Book Value$47,869BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$453,612OtherCostOrOtherBasisAmt
Depreciation$149,512DepreciationAmt
Book Value$304,100BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$94,539OtherCostOrOtherBasisAmt
Depreciation$84,069DepreciationAmt
Book Value$10,470BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$362,439TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE OTHER AGENCIES$2,812,499
CUSTODIAL FUNDS$415,600
CHARITABLE GIFT ANNUITY$164,825
FieldValueIRS element (for citing)
Total Liability$3,392,924TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,750,508TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$673,386NetUnrealizedGainsInvstAmt
Revenue Not Reported-$673,386RevenueNotReportedAmt
Revenue Subtotal$3,423,894RevenueSubtotalAmt
Total Revenue Per Form990$3,423,894TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,133,265TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,133,265ExpensesSubtotalAmt
Total Expenses Per Form990$1,133,265TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 4, PART XIIIFormAndLineReferenceDesc
ExplanationTHE ENRICHMENT OF THE QUALITY OF LIFE IN THE ASHLAND COUNTY COMMUNITY BY DEVELOPING A PERMANENT ENDOWMENT TO ASSESS AND RESPOND TO CHANGING COMMUNITY NEEDS AND BY SERVING AS A CHARITABLE MECHANISM FOR DONORS OF ALL LEVELS OF CHARITABLE GIVING.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASHLAND FAMILY YMCA
207 MILLER STREETASHLANDOH44805340714793501C3$21,411BUILDING/RENOVATION
SUPPORTERS OF ASHLAND CO PARK DIST
1763 ST RT 60ASHLANDOH44805421574328501C3$27,242ENVIRONMENTAL PROJEC
THE SALVATION ARMY
527 E LIBERTY STREETASHLANDOH44805135562351501C3$86,980ANNUAL DISTRIBUTION
ASHLAND HIGH SCHOOL MUSIC DEPT
1440 KING ROADASHLANDOH44805346000118GOV$10,000EQUIPMENT
HILLSDALE LOCAL SCHOOL DISTRICT
485 TWP RD 1902JEROMESVILLEOH44840346006436GOV$15,000EDUCATIONAL EQUIP
JEROMESVILLE COMMUNITY FIRE DISTRIC
1 NORTH ST PO BOX 102JEROMESVILLEOH44840341390601GOV$15,000FIRE EQUIPMENT
ASHLAND UNIVIERSITY
401 COLLEGE AVEASHLANDOH44805340714626501C3$8,466SCHOLARSHIPS
SAMARITAN REGIONAL HEALTH SYSTEMS
1025 CENTER STASHLANDOH44805340714535501C3$9,420COMMUNITY SUPPORT
CLEAR CREEK TWPSAVANNAH TOWN HALL
13 S MAIN ST US RTE 250SAVANNAHOH44874341392100GOV$8,540PARKING LOT REPAIR
FRIENDS OF ASHLAND COUNTY PARKS DIS
1200 QUAKER SQUAREASHLANDOH44805421574328501C3$12,500WALKING TRAIL
FIRST CHRISTIAN CHURCH OF CANTON
6900 MARKET AVE NCANTONOH44721340720553501C3$5,444ANNUAL DISTRIBUTION
LOUDONVILLE-MOHICAN CHAMBER
131 W MAIN STLOUDONVILLEOH44842611495262501C3$5,223ANNUAL DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient172RecipientCnt
Cash Grant$200,268CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL GRANTEES ARE REQUIRED TO SUBMIT FOLLOW-UP REPORTS WHICH DETAIL USE OF GRANT DOLLARS, OUTCOMES, ETC.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$44,393NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALES PRICE PER SHAREMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION UTILIZES A STOCK BROKER SERVICES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONPUBLIC CHARITY MAKING GRANTS FOR CHARITABLE PURPOSES. GRANTS ARE MADE FROM ENDOWMENT FUNDS ESTABLISHED BY MANY DONORS. ENCOURAGE PHILANTHROPY AND ENHANCE QUALITY OF LIFE IN ASHLAND COUNTY. SUPPORT CHARITABLE ACTIVITIES THROUGH GRANT PROGRAMS. MANAGE ALL TYPES OF DONOR AND RECIPIENT PROGRAMS. FACILITATE COMMUNITY COLLABORATION.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS FOR REVIEW AND APPROVAL. PRIOR TO FILING, QUESTIONS AND COMMENTS OF THE MEMBERS ARE RESPONDED TO AND INCORPORATED INTO THE TAX FILING AS NECESSARY.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION PROMPTLY EVALUATES ANY IDENTIFIED EXCEPTIONS OF IT'S CONFLICT OF INTEREST POLICY. BOARD TRUSTEE MINUTES REFLECT NON-VOTING OF ANY POTENTIAL CONFLICT PERSON.
FORM 990, PAGE 6, PART VI, LINE 15AANNUAL SALARY REPORTS FROM PHILANTHROPY OHIO FOR FOUNDATIONS ARE USED. THESE REPORTS DISPLAY STUDY RESULTS OF SALARIES, ETC. BY POSITION FOR COUNTIES, REGIONS, STATES, AND MORE. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND DETERMINES ANY CHANGES AND APPROVES FOR KEY POSITION. A COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE PROGRESS OF THE ORGANIZATION AND KEY EMPLOYEES' CONTRIBUTION TOWARD GOALS ATTAINED BY THE ENTITY. THE COMMITTEE IS AWARE OF COMPENSATION TRENDS IN GENERAL AND ASHLAND COUNTY IN PARTICULAR. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE APPROVES EACH KEY EMPLOYEE'S COMPENSATION FOR THE COMING YEAR AFTER APPROPRIATE REVIEW AND DELIBERATION.
FORM 990, PAGE 6, PART VI, LINE 15BANNUAL SALARY REPORTS FROM PHILANTHROPY OHIO FOR FOUNDATIONS ARE USED. THESE REPORTS DISPLAY STUDY RESULTS OF SALARIES, ETC. BY POSITION FOR COUNTIES, REGIONS, STATES, AND MORE. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS COMPENSATION AND DETERMINES ANY CHANGES AND APPROVES FOR KEY POSITION. A COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE PROGRESS OF THE ORGANIZATION AND KEY EMPLOYEES' CONTRIBUTION TOWARD GOALS ATTAINED BY THE ENTITY. THE COMMITTEE IS AWARE OF COMPENSATION TRENDS IN GENERAL AND ASHLAND COUNTY IN PARTICULAR. THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE APPROVES EACH KEY EMPLOYEE'S COMPENSATION FOR THE COMING YEAR AFTER APPROPRIATE REVIEW AND DELIBERATION.
FORM 990, PAGE 6, PART VI, LINE 19INFORMATION PROVIDED UPON REQUEST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.