THE NORTHERN CINCINNATI FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN CINCINNATI FOUNDATION (EIN 31-1661966)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-03
- IRS object ID
- 201532159349300838
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-03T14:12:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 INNOVATION DR SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311661966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF WEST CHESTERLIBERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5138745450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 UNION CENTRE DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BENHASE | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5138745450 | PhoneNum |
| Signature | 2015-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE R PYLES CPA | PreparerPersonNm |
| PTIN | P00613386 | PTIN |
| Phone | 9372260070 | PhoneNum |
| Preparation | 2015-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL BENHASE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 UNION CENTRE DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,991,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCLFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE, SUPPORT & FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,879,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,360,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $458,836 | PYInvestmentIncomeAmt |
| CY Investment Income | $713,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $354,872 | PYOtherRevenueAmt |
| CY Other Revenue | $304,428 | CYOtherRevenueAmt |
| PY Total Revenue | $2,692,827 | PYTotalRevenueAmt |
| CY Total Revenue | $3,378,760 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $522,180 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,375,618 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $191,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $220,804 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $378,586 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $412,274 | PYOtherExpensesAmt |
| CY Other Expenses | $528,768 | CYOtherExpensesAmt |
| PY Total Expenses | $1,125,464 | PYTotalExpensesAmt |
| CY Total Expenses | $2,125,190 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,567,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,253,570 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,237,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,274,925 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,237,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,274,925 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COMMUNITY FOUNDATION MISSION IS TO ENCOURAGE, SUPPORT, AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,550,092 | ExpenseAmt |
| Grant | $1,375,618 | GrantAmt |
| Desc | SUPPLY GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE WEST CHESTER/LIBERTY AREAS TO PROMOTE COMMUNITY SUPPORT. | Desc |
| Total Program Service Expenses | $1,550,092 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY FISTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138745450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 UNION CENTRE DRIVE | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45069 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAN BENHASE | ||||||
| BOARD CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN THEDERS | ||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELLIE LEDER | ||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG HUDSON | ||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL SCHUMACKER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOB HUTSENPILLER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAN ZIEVERINK | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GAIL JACKSON MILLER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREG STAMP | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HELEN FANZ-LEVAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| IAN MURRAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIE WHITE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN ROLCIK | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEITH KLINE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLY BRAMEL | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LOREN SCHRAMM | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARTY DAVIS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SANDY BRUESHABER | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM KELLY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM DASKALAKIS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE EVANS | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA LESLIE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIM SHEERAN | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM ZENGE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NANCY FISTER | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | Yes (X) | $54,800 | $0 | $3,288 | |
| PATTI ALDERSON | ||||||
| CEO | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $54,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,360,854 | AllOtherContributionsAmt |
| Noncash Contributions | $525,534 | NoncashContributionsAmt |
| Total Contributions | $2,360,854 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,534 | TotalRevenueColumnAmt |
| Exclusion | $240,534 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,956,226 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,483,282 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,944 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,944 | TotalRevenueColumnAmt |
| Exclusion | $472,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $434,086 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $129,658 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,428 | TotalRevenueColumnAmt |
| Exclusion | $304,428 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,378,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,017,906 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,024 | TotalAmt |
| Program Services | $1,249,024 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,594 | TotalAmt |
| Program Services | $126,594 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,444 | TotalAmt |
| Program Services | $33,866 | ProgramServicesAmt |
| Management And General | $22,578 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,468 | TotalAmt |
| Program Services | $58,187 | ProgramServicesAmt |
| Management And General | $52,319 | ManagementAndGeneralAmt |
| Fundraising | $34,962 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,332 | TotalAmt |
| Program Services | $822 | ProgramServicesAmt |
| Management And General | $816 | ManagementAndGeneralAmt |
| Fundraising | $694 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,560 | TotalAmt |
| Program Services | $7,530 | ProgramServicesAmt |
| Management And General | $6,139 | ManagementAndGeneralAmt |
| Fundraising | $2,891 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,926 | TotalAmt |
| Management And General | $24,926 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,317 | TotalAmt |
| Management And General | $67,317 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,141 | TotalAmt |
| Fundraising | $19,141 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,693 | TotalAmt |
| Program Services | $2,403 | ProgramServicesAmt |
| Management And General | $16,285 | ManagementAndGeneralAmt |
| Fundraising | $4,005 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,993 | TotalAmt |
| Program Services | $42,395 | ProgramServicesAmt |
| Management And General | $5,299 | ManagementAndGeneralAmt |
| Fundraising | $5,299 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,689 | TotalAmt |
| Program Services | $2,689 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,417 | TotalAmt |
| Program Services | $12,417 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233 | TotalAmt |
| Management And General | $233 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
| Fundraising | $1,500 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FUNDRAISING COSTS | $310,094 | $310,094 | |
| PRINTING AND PUBLICATIO | $9,526 | $9,526 | |
| DUES AND SUBSCRIPTIONS | $2,170 | $2,170 | |
| MISCELLANEOUS | $1,569 | $1,569 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,190 | TotalAmt |
| Program Services | $1,550,092 | ProgramServicesAmt |
| Management And General | $196,512 | ManagementAndGeneralAmt |
| Fundraising | $378,586 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,990 | BOYAmt |
| EOY | $125,085 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,464 | BOYAmt |
| EOY | $227,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,579 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517 | BOYAmt |
| EOY | $1,284 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,687,572 | BOYAmt |
| EOY | $11,921,489 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,237,543 | BOYAmt |
| EOY | $12,274,925 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,966,079 | BOYAmt |
| EOY | $12,047,858 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,464 | BOYAmt |
| EOY | $227,067 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,237,543 | BOYAmt |
| EOY | $12,274,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,237,543 | BOYAmt |
| EOY | $12,274,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,253,570 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$216,188 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,092,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,879,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,360,854 | CurrentTaxYearAmt |
| Total | $8,284,782 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,092,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,879,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,360,854 | CurrentTaxYearAmt |
| Total | $8,284,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,137,865 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,146,917 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,534 | CurrentTaxYearAmt |
| Total | $780,933 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,428 | CurrentTaxYearAmt |
| Total | $1,091,064 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,156,779 | TotalSupportAmt |
| Public Support CY170 | 0.70370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NET INCOME FROM FUNDRAISING EVENT - 2010 AMOUNT: $ 46,882. 2011 AMOUNT: $ 171,889. 2012 AMOUNT: $ 212,993. 2013 AMOUNT: $ 354,872. 2014 AMOUNT: $ 304,428. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 64 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $974,647 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $374,560 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,246,123 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,687,572 | BeginningYearBalanceAmt |
| Contributions | $2,360,854 | ContributionsAmt |
| Investment Earnings Or Losses | $429,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,375,618 | GrantsOrScholarshipsAmt |
| Other Expenditures | $84,352 | OtherExpendituresAmt |
| Administrative Expenses | $96,940 | AdministrativeExpensesAmt |
| End Year Balance | $11,921,489 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,515,791 | BeginningYearBalanceAmt |
| Contributions | $1,879,119 | ContributionsAmt |
| Investment Earnings Or Losses | $895,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $522,180 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,755 | OtherExpendituresAmt |
| Administrative Expenses | $76,075 | AdministrativeExpensesAmt |
| End Year Balance | $10,687,572 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,365,760 | BeginningYearBalanceAmt |
| Contributions | $2,185,604 | ContributionsAmt |
| Investment Earnings Or Losses | $610,860 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $562,589 | GrantsOrScholarshipsAmt |
| Other Expenditures | $114,800 | OtherExpendituresAmt |
| Administrative Expenses | $74,785 | AdministrativeExpensesAmt |
| End Year Balance | $8,410,050 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,956,719 | BeginningYearBalanceAmt |
| Contributions | $1,193,650 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $572,399 | GrantsOrScholarshipsAmt |
| Other Expenditures | $112,740 | OtherExpendituresAmt |
| Administrative Expenses | $66,117 | AdministrativeExpensesAmt |
| End Year Balance | $6,365,760 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,229,714 | BeginningYearBalanceAmt |
| Contributions | $779,027 | ContributionsAmt |
| Investment Earnings Or Losses | $566,513 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $362,820 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,114 | OtherExpendituresAmt |
| Administrative Expenses | $56,601 | AdministrativeExpensesAmt |
| End Year Balance | $5,956,719 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,295 | DepreciationAmt |
| Book Value | $1,284 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,284 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,095,255 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$216,188 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$216,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,311,443 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $67,317 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $67,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,378,760 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,057,873 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,057,873 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $67,317 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $67,317 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,125,190 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE YEARS OF FILINGS OPEN TO THESE AUTHORITIES AND AVAILABLE FOR AUDIT ARE THE YEARS ENDING 2011 THROUGH 2014. THE FOUNDATION'S POLICY WITH REGARD TO INTEREST AND PENALTY, IF INCURRED, IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSES. IN EVALUATING THE FOUNDATION'S TAX PROVISION AND TAX EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. MANAGEMENT BELIEVES THE FOUNDATION DOES NOT HAVE INCOME FROM ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME RULES. THE FOUNDATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KEY EVENT | Event1Nm |
| Gross Receipts Event1 | $181,545 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $181,545 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,187 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,193 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,492 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,049 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $107,055 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $107,055 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $8,639 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,655 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,433 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,726 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $145,486 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $145,486 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $36,478 | NonCashPrizesOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,806 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $434,086 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $434,086 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $52,304 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,848 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,925 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,581 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $129,658 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $304,428 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $7,175 | GENERAL SUPPORT | |
| BACKPACKS FOR PINE RIDGE | ||||||||
| C/O THE COMMUNITY FOUNDATION OF | WEST CHESTER | OH | 45069 | 311661966 | 501(C)(3) | $5,569 | TO PURCHASE BACKPACKS AND SCHOOL SUPPLIES | WC/L 5641 UNION CENTRE DR |
| BAKE ME HOME | ||||||||
| PO BOX 30082 | CINCINNATI | OH | 45230 | 010905033 | 501(C)(3) | $5,000 | TOTE BAG PROGRAM | |
| BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY | ||||||||
| C/O THE COMMUNITY FOUNDATION OF | WEST CHESTER | OH | 45069 | 311661966 | 501(C)(3) | $456,879 | OPERATING SUPPORT | WC/L 5641 UNION CENTRE DR |
| BUTLER COUNTY EDUCATIONAL SERVICE CENTER | ||||||||
| 5901 DIXIE HIGHWAY | FAIRFIELD | OH | 45014 | 311096571 | 501(C)(3) | $10,922 | COMMUNITY GRANT | |
| CANCER FAMILY CARE | ||||||||
| 2421 AUBURN AVENUE | CINCINNATI | OH | 45249 | 310805286 | 501(C)(3) | $5,000 | CREATION OF THE LINDA MARIE DEGENHART CHILDCARE FUND | |
| CHURCH OF THE SAVIOUR UNITED METHODIST CHURCH | ||||||||
| 8005 PFIEFFER RD | MONTGOMERY | OH | 45242 | 310948163 | 501(C)(3) | $10,000 | PIPE ORGAN UPGRADE IN HONOR OF JOE GALYON'S MUSIC | |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $25,185 | OPERATING SUPPORT | |
| FAITH COMMUNITY UNITED METHODIST CHURCH | ||||||||
| 8230 COX ROAD | WEST CHESTER | OH | 45069 | 311813333 | 501(C)(3) | $16,000 | OPERATING SUPPORT | |
| GCFA OF THE UNITED METHODIST CHURCH | ||||||||
| 31 S CLINTON STREET | MIDDLETOWN | OH | 45042 | 311813333 | 501(C)(3) | $7,050 | OPERATING SUPPORT | |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||||||||
| 619 OAK STREET - ACCOUNTING 3 WEST | CINCINNATI | OH | 45206 | 311206047 | 501(C)(3) | $7,500 | TO ESTABLISH THE FRANCIS FUND | |
| HOPE HOUSE | ||||||||
| PO BOX 577 | LEES SUMIT | MO | 64063 | 431265685 | 501(C)(3) | $5,000 | TRANSPORTATION FOR RESIDENTS OF HOPE HOUSE RESCUE | |
| HOPEWELL JUNIOR PTSO | ||||||||
| 8200 COX RD | WEST CHESTER | OH | 45069 | 900014284 | 501(C)(3) | $7,000 | TO IMPLEMENT THE ID PROJECT IN ALL FOUR LAKOTA JUN | |
| INNER CITY TENNIS PROJECT | ||||||||
| 6504 PLAINFIELD RD | CINCINNATI | OH | 45213 | 313192229 | 501(C)(3) | $5,000 | GENERAL DONATION | |
| IWILL AWARENESS FOUNDATION | ||||||||
| 3645 VINEYARD RDGE | HAMILTON | OH | 45241 | 464117596 | 501(C)(3) | $5,345 | GENERAL DONATION | |
| JUNIOR ACHIEVEMENT OF BUTLER COUNTY | ||||||||
| PO BOX 13274 | HAMILTON | OH | 45013 | 344471442 | 501(C)(3) | $7,500 | TO SUPPORT PROGRAMMING AT JUNIOR ACHIEVEMENT | |
| LAKOTA CENTRAL OFFICE | ||||||||
| 5572 PRINCETON ROAD | HAMILTON | OH | 45011 | 316000897 | 501(C)(3) | $14,325 | ATHLETIC SCHOLARSHIPS FOR 2012-2013 SCHOOL YEAR AND TEAM SUPPORT | |
| LAKOTA FIELDS | ||||||||
| 5641 UNION CENTER DRIVE | WEST CHESTER | OH | 45071 | 311661966 | 501(C)(3) | $20,000 | CONTRIBUTION TO FOOTBALL STADIUM TURF FIELD | |
| LAKOTA ROBOTICS CLUB | ||||||||
| C/O THE COMMUNITY FOUNDATION OF | WEST CHESTER | OH | 45069 | 311661966 | 501(C)(3) | $9,633 | PURCHASES FOR ROBOTICS COMPETITION AND RENT FOR FA | WC/L 5641 UNION CENTRE DR |
| MATHEW 25 MINISTRIES | ||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | 311348100 | 501(C)(3) | $5,000 | TYPHOON HAIYAN/US TORNADO RELIEF AND OPERATION SUPPORT | |
| OUTBACK AMERICA - CINCINNATI | ||||||||
| 8260 NORTHCREEK DRIVE 330 | CINCINNATI | OH | 45236 | 752599602 | 501(C)(3) | $5,000 | TO SUPPORT MINISTRY OPERATIONS | |
| PEOPLE WORKING COOPERATIVELY CINCINNATI | ||||||||
| 4612 PADDOCK RD | CINCINNATI | OH | 45229 | 310859104 | 501(C)(3) | $10,000 | EMERGENCY HOME REPAIR PROGRAM | |
| PROKIDS | ||||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | 311020021 | 501(C)(3) | $10,000 | RECIPIENT FROM ANNUAL GOLF OUTING | |
| REACH OUT LAKOTA | ||||||||
| PO BOX 362 | WEST CHESTER | OH | 45069 | 311356940 | 501(C)(3) | $64,000 | OPERATING SUPPORT | |
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | 310965333 | 501(C)(3) | $5,000 | OPERATING SUPPORT | |
| ROTARY CLUB OF WEST CHESTERLIBERTY | ||||||||
| PO BOX 155 | WEST CHESTER | OH | 45071 | 311800409 | 501(C)(3) | $10,000 | TO PROVIDE FUNDS TO COVER INITIAL BBQ BASH EXPENSE | |
| SHARED HARVEST FOODBANK | ||||||||
| 5901 DIXIE HIGHWAY | FAIRFIELD | OH | 45014 | 311096571 | 501(C)(3) | $5,000 | KITS FOR KIDS CAMPAIGN BENEFITING THE LAKOTA SCHOO | |
| ST SUSANNA CATHOLIC CHURCH | ||||||||
| 616 READING ROAD | MASON | OH | 45040 | 310537156 | 501(C)(3) | $10,000 | GENERAL DONATION | |
| STS PETER & PAUL ACADEMY | ||||||||
| 237 CLARK STREET | READING | OH | 45215 | 208638204 | 501(C)(3) | $16,720 | TO SUPPORT IPAD CAMPAIGN IN MEMORY OF KYLE BABCOCK | |
| THE PARK AT ZOAR UNITED METHODIST CHURCH | ||||||||
| PO BOX 326 | MAINEVILLE | OH | 45039 | 311813333 | 501(C)(3) | $5,000 | PASTOR'S DISCRETIONARY FUND | |
| UC FOUNDATION | ||||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | 310896555 | 501(C)(3) | $12,000 | CINCINNATI CANCER CENTER - LUNG CANCER PROGRAM AND PANCREATIC CANCER RESEARCH | |
| UC HEALTH FOUNDATION | ||||||||
| 3200 BURNET AVENUE | CINCINNATI | OH | 45229 | 261594686 | 501(C)(3) | $5,000 | REHAB OF CHEMOTHERAPY INFUSION CENTER AT THE BARRE | |
| UC HEALTH - WEST CHESTER HOSPITAL | ||||||||
| C/O UC FOUNDATION PO BOX 19970 | CINCINNATI | OH | 45219 | 310896555 | 501(C)(3) | $10,000 | MATERNITY UNIT CAMPAIGN | |
| WESLEY CHAPEL MISSION CENTER | ||||||||
| 80 E MCMICKEN AVE | CINCINNATI | OH | 45202 | 316059871 | 501(C)(3) | $5,000 | TO SUPPORT THE CHURCH DEMOLITION CAPITAL PROJECT | |
| YMCA CAMP CAMPBELL GARD | ||||||||
| C/O THE GREAT MIAMI VALLEY YMCA 105 | HAMILTON | OH | 45011 | 310536719 | 501(C)(3) | $13,650 | 1 WEEK OF SUMMER CAMP FOR 30 CAMPERS | N 2ND STREET |
| LAKOTA FAMILY YMCA | ||||||||
| PO BOX 692 | WEST CHESTER | OH | 45071 | 311223296 | 501(C)(3) | $6,075 | 1 WEEK OF DAYCAMP FOR 90 CHILDREN | |
| ST GABRIEL | ||||||||
| 48 WEST SHARON AVE | CINCINNATI | OH | 45246 | 310538542 | 501(C)(3) | $7,500 | ANNUAL DONATION FOR SUPPORT AND SPECIAL COLLECTION | |
| ONE WAY FARM | ||||||||
| 6131 RIVER ROAD | FAIRFIELD | OH | 45014 | 310926233 | 501(C)(3) | $5,000 | PANTRY AND HOUSEKEEPING SUPPLY NEEDS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INDIVIDUAL GRANTS LESS THAN $5,000. | 29 | $43,289 |
| INDIVIDUAL SCHOLARSHIPS > $5,000 | 4 | $44,050 |
| INDIVIDUAL SCHOLARSHIPS < $5,000 | 49 | $39,255 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI ALDERSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CEO OF ORGANIZATION | RelationshipDescriptionTxt |
| Transaction | $52,993 | TransactionAmt |
| Transaction | PATTI AND HER HUSBAND OWN 100% OF ALDERSON PROPERTIES. FOUNDATION LEASES OFFICE SPACE FROM ALDERSON PROPERTIES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $525,534 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 OBSTAIN 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. |
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