ASHLAND COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ASHLAND COUNTY COMMUNITY FOUNDATION (EIN 34-1812908)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-12
IRS object ID
201531329349303818
Schema version
2013v4.0
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)
Return2015-05-12T14:59:26-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202126956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IRWIN FINANCIAL ASSOCIATES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12025 CLAREMONT AVEAddressLine1
CityASHLANDCity
StateOHState
ZIP Code44805ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341812908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COUNTY COMMUNITY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlASHLBusinessNameControlTxt
Phone4192814733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVENUEAddressLine1
CityASHLANDCity
StateOHState
ZIP Code44805ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CUTRIGHTPersonNm
Person TitleEXECUTIVE DIRECTOR/CEOPersonTitleTxt
Phone4192814733PhoneNum
Signature2015-02-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN W IRWIN CPAPreparerPersonNm
PTINP00337085PTIN
Phone4192812811PhoneNum
Preparation2015-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES M CUTRIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 COLLEGE AVENUEAddressLine1
CityASHLANDCity
StateOHState
ZIP Code44805ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$6,346,319GrossReceiptsAmt
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 Volunteers87TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,969,683PYContributionsGrantsAmt
CY Contributions Grants$5,153,638CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$768,409PYInvestmentIncomeAmt
CY Investment Income$1,176,232CYInvestmentIncomeAmt
PY Other Revenue$15,419PYOtherRevenueAmt
CY Other Revenue$16,449CYOtherRevenueAmt
PY Total Revenue$5,753,511PYTotalRevenueAmt
CY Total Revenue$6,346,319CYTotalRevenueAmt
PY Grants And Similar Paid$526,546PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,711,907CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$209,608PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$195,979CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$43,504CYTotalFundraisingExpenseAmt
PY Other Expenses$116,894PYOtherExpensesAmt
CY Other Expenses$146,530CYOtherExpensesAmt
PY Total Expenses$853,048PYTotalExpensesAmt
CY Total Expenses$2,054,416CYTotalExpensesAmt
PY Revenues Less Expenses$4,900,463PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,291,903CYRevenuesLessExpensesAmt
Total Assets BOY$24,587,841TotalAssetsBOYAmt
Total Assets EOY$31,882,673TotalAssetsEOYAmt
Total Liabilities BOY$3,320,689TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,772,229TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,267,152NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,110,444NetAssetsOrFundBalancesEOYAmt
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$1,711,907ExpenseAmt
Grant$1,711,907GrantAmt
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$1,711,907TotalProgramServiceExpensesAmt
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 Document1IRPDocumentCnt
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone4192812811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12025 CLAREMONT AVENUEAddressLine1
CityASHLANDCity
StateOHState
ZIP Code44805ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (19 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
JAY MYERS
TRUSTEE0.50Yes (X)$0$0$0
WILLIAM D CHANDLER
PAST CHAIRMA0.50Yes (X)Yes (X)$0$0$0
ANNE K COWEN
SECRETARY0.50Yes (X)Yes (X)$0$0$0
JAMES H HESS
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
DEBRA L LYONS
VICE CHAIRMA0.50Yes (X)Yes (X)$0$0$0
WILLIAM M HARRIS
TRUSTEE0.50Yes (X)$0$0$0
PATRICIA A BYERLY
TREASURER0.50Yes (X)Yes (X)$0$0$0
NANCY T DAVIS
TRUSTEE0.50Yes (X)$0$0$0
JOHN E MILLER
TRUSTEE0.50Yes (X)$0$0$0
DR DONALD RINEHART
TRUSTEE0.50Yes (X)$0$0$0
DR ANDREW M STEIN
TRUSTEE0.50Yes (X)$0$0$0
KEITH C BOALES
TRUSTEE0.50Yes (X)$0$0$0
SUSAN D SHAFER
TRUSTEE0.50Yes (X)$0$0$0
MICHAEL C HUBER
TRUSTEE0.50Yes (X)$0$0$0
KENNETH E MILLIGAN
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-OPERATION40.00Yes (X)$51,337$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$136,337TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,153,638AllOtherContributionsAmt
Noncash Contributions$48,190NoncashContributionsAmt
Total Contributions$5,153,638TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,176,232TotalRevenueColumnAmt
Exclusion$1,176,232ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FOUNDATION ADMIN FEE561000$14,979$14,979
MISC. INCOME900099$1,470$1,470
FieldValueIRS element (for citing)
Other Revenue Total$16,449OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,346,319TotalRevenueColumnAmt
Related Or Exempt Func Income$16,449RelatedOrExemptFuncIncomeAmt
Exclusion$1,176,232ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,539,669TotalAmt
Program Services$1,539,669ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$172,238TotalAmt
Program Services$172,238ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$136,337TotalAmt
Management And General$119,976ManagementAndGeneralAmt
Fundraising$16,361FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,306TotalAmt
Management And General$39,869ManagementAndGeneralAmt
Fundraising$5,437FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,336TotalAmt
Management And General$12,616ManagementAndGeneralAmt
Fundraising$1,720FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$472TotalAmt
Management And General$472ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,765TotalAmt
Management And General$14,765ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,423TotalAmt
Management And General$5,712ManagementAndGeneralAmt
Fundraising$5,711FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,032TotalAmt
Management And General$22,032ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,302TotalAmt
Management And General$18,302ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,169TotalAmt
Management And General$1,169ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,680TotalAmt
Management And General$13,680ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,949TotalAmt
Management And General$11,949ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
HOSPITALITY$22,531$8,256$14,275
DUES & SUBSCRIPTIONS$21,537$21,537
MISCELLANEOUS$7,024$7,024
TELEPHONE$1,646$1,646

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,054,416TotalAmt
Program Services$1,711,907ProgramServicesAmt
Management And General$299,005ManagementAndGeneralAmt
Fundraising$43,504FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,168,973BOYAmt
EOY$3,957,274EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$278,180BOYAmt
EOY$259,853EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$580,273LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$219,454LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$371,670BOYAmt
EOY$360,819EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,769,018BOYAmt
EOY$27,304,727EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,587,841BOYAmt
EOY$31,882,673EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,693BOYAmt
EOY$3,788EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$319,833BOYAmt
EOY$410,070EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,996,163BOYAmt
EOY$3,358,371EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,320,689BOYAmt
EOY$3,772,229EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,267,152BOYAmt
EOY$28,110,444EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,267,152BOYAmt
EOY$28,110,444EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,587,841BOYAmt
EOY$31,882,673EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,291,903ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,551,389NetUnrlzdGainsLossesInvstAmt
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$1,261,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,152,115CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,800,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,969,683CurrentTaxYearMinus1YearAmt
Current Tax Year$5,153,638CurrentTaxYearAmt
Total$14,337,424TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,261,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,152,115CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,800,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,969,683CurrentTaxYearMinus1YearAmt
Current Tax Year$5,153,638CurrentTaxYearAmt
Total$14,337,424TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,657,029SubstantialContributorsTotAmt
Public Support Total170$11,680,395PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$219,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240,645CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,769CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$768,409CurrentTaxYearMinus1YearAmt
Current Tax Year$1,176,232CurrentTaxYearAmt
Total$2,739,430TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,998CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,291CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,877CurrentTaxYearMinus1YearAmt
Total$66,218TotalAmt
FieldValueIRS element (for citing)
Total Support$17,143,072TotalSupportAmt
Gross Receipts Rltd Activities$16,449GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68130PublicSupportCY170Pct
Public Support PY1700.61960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFOUNDATION ADMIN. FEE & OTHER INCOME 66,218ExplanationTxt

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 Held14DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$102,040DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$34,181DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$940,575DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,410,824BeginningYearBalanceAmt
Contributions$1,041,744ContributionsAmt
Investment Earnings Or Losses$5,627,200InvestmentEarningsOrLossesAmt
Grants Or Scholarships$399,748GrantsOrScholarshipsAmt
Other Expenditures$84,239OtherExpendituresAmt
End Year Balance$9,595,781EndYearBalanceAmt
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$437,865OtherCostOrOtherBasisAmt
Depreciation$137,917DepreciationAmt
Book Value$299,948BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$94,539OtherCostOrOtherBasisAmt
Depreciation$81,537DepreciationAmt
Book Value$13,002BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$360,819TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE OTHER AGENCIES$2,823,319
CUSTODIAL FUNDS$433,684
CHARITABLE GIFT ANNUITY$101,368
FieldValueIRS element (for citing)
Total Liability$3,358,371TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,897,708TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,551,389NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,551,389RevenueNotReportedAmt
Revenue Subtotal$6,346,319RevenueSubtotalAmt
Total Revenue Per Form990$6,346,319TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,054,416TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,054,416ExpensesSubtotalAmt
Total Expenses Per Form990$2,054,416TotalExpensesPerForm990Amt

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 (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASHLAND FAMILY YMCA
207 MILLER STREETASHLANDOH44805340714793501C3$12,796BUILDING/RENOVATION
SUPPORTERS OF ASHLAND CO PARK DIST
1763 ST RT 60ASHLANDOH44805421574328501C3$6,359ENVIRONMENTAL PROJEC
ACCESS
1605 CO RD 1095ASHLANDOH44805455478657501C3$11,242SEED MONEY
ASHLAND COUNTY AGRICULTURAL SOCIETY
2042 CLAREMONT AVEASHLANDOH44805316053076501C3$15,000NEW POULTRY BUILDING
ASHLAND COUNTY LIFEWORX
25 E SECOND STREETASHLANDOH44805010768551501C3$7,500MATCHING GRANT - VAN
ASHLAND COUNTY SHERIFF'S OFFICE
1205 EAST MAIN STREETASHLANDOH44805346000122GOV$5,500DIVING EQUIPMENT
HAY-VER-MIF YOUTH LEAGUE
5 S MECHANICSHAYESVILLEOH44840341246431501C3$10,000BUILDING RENOVATION
MOHICAN HISTORICAL SOCIETY
203 EAST MAIN STREETLOUDONVILLEOH44842237071225501C3$6,302BUILDING CONVERSION
POLK-JACKSON-PERRY TWP VOL FIRE DEP
209 EAST CONGRESS STREETPOLKOH44866341483370GOV$9,000EQUIPMENT
SOUTHVIEW GRACE BRETHREN CHURCH
810 KATHERINE AVEASHLANDOH44805341359293501C3$10,000PARKING LOT REPAIR
MANSFIELD AREA Y
750 SCHOLL ROADMANSFIELDOH44907340714795501C3$600,000MORTGAGE REDUCTION
OHIO BIRD SANCTUARY
3774 ORWEILER ROADMANSFIELDOH44903341691325501C3$50,000MORTGAGE REDUCTION
THE SALVATION ARMY
527 E LIBERTY STREETASHLANDOH44805135562351501C3$99,309ANNUAL DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient158RecipientCnt
Cash Grant$172,238CashGrantAmt

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
Contribution4ContributionCnt
Noncash Contributions Rpt F990$48,190NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE 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

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