2015-08-03T14:12:12-05:00 2014-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DR SUITE 400 DAYTON OH 45342 990 2014-01-01 311661966 THE COMMUNITY FOUNDATION OF WEST CHESTERLIBERTY COMM 5138745450 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 DANIEL BENHASE BOARD CHAIR 5138745450 2015-06-23 1 STEPHANIE R PYLES CPA P00613386 9372260070 2015-06-23 2014 2016-04-25 22:37:26Z DANIEL BENHASE 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 6991700 0 X WWW.WCLFOUNDATION.COM X 1999 OH TO ENCOURAGE, SUPPORT & FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA. 24 24 6 50 0 0 1879119 2360854 0 0 458836 713478 354872 304428 2692827 3378760 522180 1375618 0 0 191010 220804 0 0 378586 412274 528768 1125464 2125190 1567363 1253570 11237543 12274925 0 0 11237543 12274925 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. 0 0 1550092 1375618 SUPPLY GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE WEST CHESTER/LIBERTY AREAS TO PROMOTE COMMUNITY SUPPORT. 1550092 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X NANCY FISTER 5138745450 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 DAN BENHASE BOARD CHAIR 0.50 X X 0 0 0 JONATHAN THEDERS VICE CHAIR 0.50 X X 0 0 0 SHELLIE LEDER SECRETARY 0.50 X X 0 0 0 CRAIG HUDSON TREASURER 0.50 X X 0 0 0 BILL SCHUMACKER MEMBER 0.50 X 0 0 0 BOB HUTSENPILLER MEMBER 0.50 X 0 0 0 DAN ZIEVERINK MEMBER 0.50 X 0 0 0 GAIL JACKSON MILLER MEMBER 0.50 X 0 0 0 GREG STAMP MEMBER 0.50 X 0 0 0 HELEN FANZ-LEVAY MEMBER 0.50 X 0 0 0 IAN MURRAY MEMBER 0.50 X 0 0 0 JULIE WHITE MEMBER 0.50 X 0 0 0 KAREN ROLCIK MEMBER 0.50 X 0 0 0 KEITH KLINE MEMBER 0.50 X 0 0 0 KELLY BRAMEL MEMBER 0.50 X 0 0 0 LOREN SCHRAMM MEMBER 0.50 X 0 0 0 MARTY DAVIS MEMBER 0.50 X 0 0 0 SANDY BRUESHABER MEMBER 0.50 X 0 0 0 TIM KELLY MEMBER 0.50 X 0 0 0 TOM DASKALAKIS MEMBER 0.50 X 0 0 0 CATHERINE EVANS MEMBER 0.50 X 0 0 0 DONNA LESLIE MEMBER 0.50 X 0 0 0 TIM SHEERAN MEMBER 0.50 X 0 0 0 TOM ZENGE MEMBER 0.50 X 0 0 0 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 54800 0 3288 PATTI ALDERSON CEO 10.00 X 0 0 0 54800 0 3288 0 0 0 0 0 2360854 525534 2360854 240534 240534 3956226 3483282 472944 472944 472944 434086 129658 304428 304428 3378760 0 0 1017906 1249024 1249024 126594 126594 56444 33866 22578 145468 58187 52319 34962 2332 822 816 694 16560 7530 6139 2891 24926 24926 67317 67317 19141 19141 22693 2403 16285 4005 52993 42395 5299 5299 2689 2689 12417 12417 233 233 3000 900 600 1500 FUNDRAISING COSTS 310094 310094 PRINTING AND PUBLICATIO 9526 9526 DUES AND SUBSCRIPTIONS 2170 2170 MISCELLANEOUS 1569 1569 2125190 1550092 196512 378586 276990 125085 271464 227067 32579 31295 1517 1284 10687572 11921489 11237543 12274925 0 0 X 10966079 12047858 271464 227067 11237543 12274925 11237543 12274925 1253570 -216188 0 X X 0 1 X 1 0 X 800904 1151737 2092168 1879119 2360854 8284782 800904 1151737 2092168 1879119 2360854 8284782 1137865 7146917 102111 106073 136312 195903 240534 780933 46882 171889 212993 354872 304428 1091064 10156779 0.70370 0.68950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64 974647 374560 4246123 1 1 10687572 2360854 429973 1375618 84352 96940 11921489 8515791 1879119 895672 522180 4755 76075 10687572 6365760 2185604 610860 562589 114800 74785 8410050 5956719 1193650 -33353 572399 112740 66117 6365760 5229714 779027 566513 362820 199114 56601 5956719 1.00000 0.00000 0.00000 1 0 32579 31295 1284 1284 X 3095255 -216188 -216188 3311443 67317 67317 3378760 2057873 0 2057873 67317 67317 2125190 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. KEY EVENT 181545 181545 7187 8193 10492 9049 GOLF CLASSIC 107055 107055 8639 10655 6433 4726 1 145486 145486 36478 27806 434086 434086 52304 18848 16925 41581 129658 304428 1 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(C)(3) 7175 GENERAL SUPPORT BACKPACKS FOR PINE RIDGE C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 5569 TO PURCHASE BACKPACKS AND SCHOOL SUPPLIES BAKE ME HOME PO BOX 30082 CINCINNATI OH 45230 010905033 501(C)(3) 5000 TOTE BAG PROGRAM BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 456879 OPERATING SUPPORT BUTLER COUNTY EDUCATIONAL SERVICE CENTER 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 311096571 501(C)(3) 10922 COMMUNITY GRANT CANCER FAMILY CARE 2421 AUBURN AVENUE CINCINNATI OH 45249 310805286 501(C)(3) 5000 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) 10000 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) 25185 OPERATING SUPPORT FAITH COMMUNITY UNITED METHODIST CHURCH 8230 COX ROAD WEST CHESTER OH 45069 311813333 501(C)(3) 16000 OPERATING SUPPORT GCFA OF THE UNITED METHODIST CHURCH 31 S CLINTON STREET MIDDLETOWN OH 45042 311813333 501(C)(3) 7050 OPERATING SUPPORT GOOD SAMARITAN HOSPITAL FOUNDATION 619 OAK STREET - ACCOUNTING 3 WEST CINCINNATI OH 45206 311206047 501(C)(3) 7500 TO ESTABLISH THE FRANCIS FUND HOPE HOUSE PO BOX 577 LEES SUMIT MO 64063 431265685 501(C)(3) 5000 TRANSPORTATION FOR RESIDENTS OF HOPE HOUSE RESCUE HOPEWELL JUNIOR PTSO 8200 COX RD WEST CHESTER OH 45069 900014284 501(C)(3) 7000 TO IMPLEMENT THE ID PROJECT IN ALL FOUR LAKOTA JUN INNER CITY TENNIS PROJECT 6504 PLAINFIELD RD CINCINNATI OH 45213 313192229 501(C)(3) 5000 GENERAL DONATION IWILL AWARENESS FOUNDATION 3645 VINEYARD RDGE HAMILTON OH 45241 464117596 501(C)(3) 5345 GENERAL DONATION JUNIOR ACHIEVEMENT OF BUTLER COUNTY PO BOX 13274 HAMILTON OH 45013 344471442 501(C)(3) 7500 TO SUPPORT PROGRAMMING AT JUNIOR ACHIEVEMENT LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 14325 ATHLETIC SCHOLARSHIPS FOR 2012-2013 SCHOOL YEAR AND TEAM SUPPORT LAKOTA FIELDS 5641 UNION CENTER DRIVE WEST CHESTER OH 45071 311661966 501(C)(3) 20000 CONTRIBUTION TO FOOTBALL STADIUM TURF FIELD LAKOTA ROBOTICS CLUB C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 9633 PURCHASES FOR ROBOTICS COMPETITION AND RENT FOR FA MATHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 5000 TYPHOON HAIYAN/US TORNADO RELIEF AND OPERATION SUPPORT OUTBACK AMERICA - CINCINNATI 8260 NORTHCREEK DRIVE 330 CINCINNATI OH 45236 752599602 501(C)(3) 5000 TO SUPPORT MINISTRY OPERATIONS PEOPLE WORKING COOPERATIVELY CINCINNATI 4612 PADDOCK RD CINCINNATI OH 45229 310859104 501(C)(3) 10000 EMERGENCY HOME REPAIR PROGRAM PROKIDS 2605 BURNET AVE CINCINNATI OH 45219 311020021 501(C)(3) 10000 RECIPIENT FROM ANNUAL GOLF OUTING REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 64000 OPERATING SUPPORT RONALD MCDONALD HOUSE 350 ERKENBRECHER AVE CINCINNATI OH 45229 310965333 501(C)(3) 5000 OPERATING SUPPORT ROTARY CLUB OF WEST CHESTERLIBERTY PO BOX 155 WEST CHESTER OH 45071 311800409 501(C)(3) 10000 TO PROVIDE FUNDS TO COVER INITIAL BBQ BASH EXPENSE SHARED HARVEST FOODBANK 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 311096571 501(C)(3) 5000 KITS FOR KIDS CAMPAIGN BENEFITING THE LAKOTA SCHOO ST SUSANNA CATHOLIC CHURCH 616 READING ROAD MASON OH 45040 310537156 501(C)(3) 10000 GENERAL DONATION STS PETER & PAUL ACADEMY 237 CLARK STREET READING OH 45215 208638204 501(C)(3) 16720 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) 5000 PASTOR'S DISCRETIONARY FUND UC FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)(3) 12000 CINCINNATI CANCER CENTER - LUNG CANCER PROGRAM AND PANCREATIC CANCER RESEARCH UC HEALTH FOUNDATION 3200 BURNET AVENUE CINCINNATI OH 45229 261594686 501(C)(3) 5000 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) 10000 MATERNITY UNIT CAMPAIGN WESLEY CHAPEL MISSION CENTER 80 E MCMICKEN AVE CINCINNATI OH 45202 316059871 501(C)(3) 5000 TO SUPPORT THE CHURCH DEMOLITION CAPITAL PROJECT YMCA CAMP CAMPBELL GARD C/O THE GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501(C)(3) 13650 1 WEEK OF SUMMER CAMP FOR 30 CAMPERS LAKOTA FAMILY YMCA PO BOX 692 WEST CHESTER OH 45071 311223296 501(C)(3) 6075 1 WEEK OF DAYCAMP FOR 90 CHILDREN ST GABRIEL 48 WEST SHARON AVE CINCINNATI OH 45246 310538542 501(C)(3) 7500 ANNUAL DONATION FOR SUPPORT AND SPECIAL COLLECTION ONE WAY FARM 6131 RIVER ROAD FAIRFIELD OH 45014 310926233 501(C)(3) 5000 PANTRY AND HOUSEKEEPING SUPPLY NEEDS 37 0 INDIVIDUAL GRANTS LESS THAN $5,000. 29 43289 INDIVIDUAL SCHOLARSHIPS > $5,000 4 44050 INDIVIDUAL SCHOLARSHIPS < $5,000 49 39255 PART I, LINE 2: GRANTS ARE APPROVED BY A COMMITTEE, BY THE VICE PRESIDENT, OR DONOR SERVICES. NO CHECKS FOR GRANTS ARE ISSUED WITH OUT WRITTEN APPROVAL OR SIGNED CHECK REQUESTS. ACCOUNTS ARE RECONCILED MONTHLY. THE COMMITTEE CHAIR PRESENTS REPORTS TO THE BOARD AT EACH MEETING FOR THE BOARD'S APPROAL. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. PATTI ALDERSON CEO OF ORGANIZATION 52993 PATTI AND HER HUSBAND OWN 100% OF ALDERSON PROPERTIES. FOUNDATION LEASES OFFICE SPACE FROM ALDERSON PROPERTIES. 0 X 15 525534 COST OR SELLING PRICE 0 0 1 0 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.