2014-05-21T13:19:23-05:00 2013-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DR SUITE 400 DAYTON OH 45342 990 2013-01-01 311661966 THE COMMUNITY FOUNDATION OF WEST CHESTERLIBERTY COMM 5138745450 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 PATTI ALDERSON PRESIDENT/CEO 5138745450 2014-05-12 1 CATHY BROWNING CPA P00309358 9372260070 2014-05-12 2013 2015-11-30 17:44:51Z PATTI ALDERSON 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 6519306 0 X WWW.WCLFOUNDATION.COM X 1999 OH 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. 25 24 4 50 0 0 2092168 1879119 0 0 189151 458836 211949 354872 2493268 2692827 414079 522180 0 0 164935 191010 0 0 275936 292762 412274 871776 1125464 1621492 1567363 9173587 11237543 0 0 9173587 11237543 THE COMMUNITY FOUNDATION IS TO ENCOURAGE, SUPPORT, AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO. 0 0 677451 522180 SUPPLY GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE WEST CHESTER/LIBERTY AREAS TO PROMOTE COMMUNITY SUPPORT. 677451 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 4 1 0 0 0 0 0 1 1 0 0 X 25 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X NANCY FISTER 5138745450 5641 UNION CENTRE DRIVE WEST CHESTER OH 45069 PATTI ALDERSON BOARD CHAIR 20.00 X X 0 0 0 JONATHAN THEDERS VICE CHAIR 0.50 X X 0 0 0 SUSAN MORGAN SECRETARY 0.50 X X 0 0 0 CRAIG HUDSON TREASURER 0.50 X X 0 0 0 DEBORAH BOEHNER MEMBER 0.50 X 0 0 0 KELLY BRAMEL MEMBER 0.50 X 0 0 0 SANDY BRUESHABER MEMBER 0.50 X 0 0 0 KAREN CARNAHAN MEMBER 0.50 X 0 0 0 MARTY DAVIS MEMBER 0.50 X 0 0 0 HELEN FANZ-LEVAY MEMBER 0.50 X 0 0 0 BOB HUTSENPILLER MEMBER 0.50 X 0 0 0 GAIL JACKSON MILLER MEMBER 0.50 X 0 0 0 TIM KELLY MEMBER 0.50 X 0 0 0 KEITH KLINE MEMBER 0.50 X 0 0 0 JANELLE LEE MEMBER 0.50 X 0 0 0 IAN MURRAY MEMBER 0.50 X 0 0 0 KAREN ROLCIK MEMBER 0.50 X 0 0 0 LOREN SCHRAMM MEMBER 0.50 X 0 0 0 BILL SCHUMACKER MEMBER 0.50 X 0 0 0 JOHN SHAFFNER MEMBER 0.50 X 0 0 0 GREG STAMP MEMBER 0.50 X 0 0 0 JULIE WHITE MEMBER 0.50 X 0 0 0 LINDSAY WISEMAN MEMBER 0.50 X 0 0 0 DAN ZIEVERINK MEMBER 0.50 X 0 0 0 TOM DASKALAKIS MEMBER 0.50 X 0 0 0 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 51300 0 1539 51300 0 1539 0 0 0 0 0 1879119 256887 1879119 195903 195903 3956226 3693293 262933 262933 262933 488058 133186 354872 354872 2692827 0 0 813708 413633 413633 108547 108547 52881 30780 22101 120912 48365 42079 30468 2769 1999 770 14448 6640 5252 2556 12300 12300 59757 59757 14442 14442 17088 1562 12922 2604 10260 10260 50965 40772 5097 5096 160 160 12766 12766 233 233 2880 864 576 1440 FUNDRAISING COSTS 218560 218560 PRINTING AND PUBLICATIO 9186 9186 DUES AND SUBSCRIPTIONS 1980 1980 MISCELLANEOUS 1697 197 1500 1125464 677451 172077 275936 345463 276990 312333 271464 32579 31062 0 1517 8515791 10687572 9173587 11237543 0 0 X 3980353 10966079 2083525 271464 3109709 0 9173587 11237543 9173587 11237543 1567363 496593 0 X X 0 1 X 1 0 X 804808 800904 1151737 2092168 1879119 6728736 804808 800904 1151737 2092168 1879119 6728736 1110814 5617922 92096 102111 106073 136312 195903 632495 1 46882 171889 212993 354872 786637 8147868 0.68950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING EVENT - 2009 AMOUNT: $ 1. 2010 AMOUNT: $ 46,882. 2011 AMOUNT: $ 171,889. 2012 AMOUNT: $ 212,993. 2013 AMOUNT: $ 354,872. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61 827450 153440 3545942 1 1 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 4225761 873793 791558 495527 113956 51915 5229714 1.00000 0.00000 0.00000 1 0 32579 31062 1517 1517 3129663 496593 496593 2633070 59757 59757 2692827 1065707 0 1065707 59757 59757 1125464 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 XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEE: INVESTMENT INCOME SHOWN NET ON FINANCIAL STATEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEE: INVESTMENT INCOME SHOWN NET ON FINANCIAL STATEMENTS 990 SCHEDULE D 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 FOUNDATIONS 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 DECEMBER 31, 2013, 2011 AND 2012. 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 FOUNDATIONS BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. KEY EVENT 212275 212275 5310 7312 30886 GOLF CLASSIC 116070 116070 5959 9541 5507 5854 1 159713 159713 36311 26506 488058 488058 47580 16853 5507 63246 133186 354872 1 A KID AGAIN 9600 MONTGOMERY RD CINCINNATI OH 45242 311440073 501(C)(3) 6500 GENERAL SUPPORT ARTHRITIS FOUNDATION GREAT LAKES REGION 7124 MIAMI AVENUE CINCINNATI OH 45243 274014550 501(C)(3) 5000 KIDS GET ARTHRITIS TOO PROGRAM AXIS TEEN CENTERS 7568 WYANDOT LANE UNIT 1 LIBERTY TWP OH 45044 261438129 501(C)(3) 5250 EDGE TEEN CENTER COMMUNITY SERVICE PROGRAM 2013- BACKPACKS FOR PINE RIDGE C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 9873 TO PURCHASE BACKPACKS AND SCHOOL SUPPLIES BEECH ACRES PARENTING CENTER 6881 BEECHMONT AVE CINCINNATI OH 45230 310536663 501(C)(3) 10000 OPERATING SUPPORT - RECIPIENT FROM FOREKIDS GOLF 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) 24250 OPERATING SUPPORT CANCER FAMILY CARE 2421 AUBURN AVENUE CINCINNATI OH 45249 310805286 501(C)(3) 5000 CREATION OF THE LINDA MARIE DEGENHART CHILDCARE FUND COMPANIONS ON A JOURNEY GRIEF SUPPORT 5475 CREEK BEND DRIVE WEST CHESTER OH 45069 770675357 501(C)(3) 10500 OPERATING SUPPORT CROSSROADS COMMUNITY CHURCH 3500 MADISON ROAD CINCINNATI OH 45209 311442447 501(C)(3) 5000 OPERATING SUPPORT JUNIOR ACHIEVEMENT OF BUTLER COUNTY PO BOX 13274 HAMILTON OH 45013 344471442 501(C)(3) 6500 TO SUPPORT PROGRAMMING AT JUNIOR ACHIEVEMENT KIDS 2 KAMP C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 28170 87 CAMPERS FOR 1 WEEK OF DAY CAMP AND TO SEND 57 CAMPERS TO 1 WEEK OF SUMMER CAMP LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 18050 ATHLETIC SCHOLARSHIPS FOR 2012-2013 SCHOOL YEAR AND TEAM SUPPORT LAKOTA ROBOTICS CLUB C/O THE COMMUNITY FOUNDATION OF WC/L 5641 UNION CENTRE DR WEST CHESTER OH 45069 311661966 501(C)(3) 21464 OPERATING SUPPORT MATHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 7250 TYPHOON HAIYAN/US TORNADO RELIEF AND OPERATION SUPPORT MOELLER HIGH SCHOOL 9001 MONTGOMERY ROAD CINCINNATI OH 45242 310624667 501(C)(3) 10437 MOELLER CLASS OF '77 SCHOLARSHIP FUND HELD AT MOELLER HS NATIONAL ALLIANCE ON MENTAL ILLNESS 5963 BOYMEL DRIVE FAIRFIELD OH 45014 311413861 501(C)(3) 5000 ENHANCEMENT OF VOLUNTEER PROGRAMING ONE FUND BOSTON INC 800 BOYLSTON STREET 990009 BOSTON MA 02199 462547157 501(C)(3) 5000 GENERAL DONATION ONE WAY FARM 6131 RIVER ROAD FAIRFIELD OH 45014 310926233 501(C)(3) 6000 ANIMAL EDUCATION THERAPY PROGRAM OUTBACK AMERICA - CINCINNATI 8260 NORTHCREEK DRIVE 330 CINCINNATI OH 45236 752599602 501(C)(3) 5000 TO SUPPORT MINISTRY OPERATIONS PAIGE'S PRINCESS FOUNDATION 912 MCBURNEY LEBANON OH 45036 452712469 501(C)(3) 5250 OCCUPATIONAL THERAPY KITS & SENSORY ROOM EQUIPMENT REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 22235 OPERATING SUPPORT RONALD MCDONALD HOUSE 350 ERKENBRECHER AVE CINCINNATI OH 45229 310965333 501(C)(3) 5000 OPERATING SUPPORT SELF PO BOX 1322 HAMILTON OH 45012 311445223 501(C)(3) 5000 JOBS NOW! PROGRAM SPECIAL OLYMPICS OHIO BUTLER COUNTY PO BOX 13324 HAMILTON OH 45013 311445223 501(C)(3) 5000 TO BUILD BOCCE BALL COURTS STS PETER & PAUL ACADEMY 237 CLARK STREET READING OH 45215 208638204 501(C)(3) 8300 TO PURCHASE I-PADS FOR THE TEACHERS UC FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)(3) 32500 CINCINNATI CANCER CENTER - LUNG CANCER PROGRAM AND PANCREATIC CANCER RESEARCH URSULINE ACADEMY 5535 PFEIFFER RD CINCINNATI OH 45242 310538555 501(C)(3) 6750 SUPPORT OF VARIOUS FUNDS, SCHOLARSHIPS AND EVENT WEST CHESTER PARKS 9113 CINCINNATI DAYTON RD WEST CHESTER OH 45069 316010106 501(C)(3) 12875 SUMMER CONCERT SERIES AND PUMPKIN FESTIVAL ACTIVITIES WHERE ANGELS PLAY FOUNDATION 158 BUCKNELL AVE WOODBRIDGE NJ 07095 462265918 501(C)(3) 5000 OPERATING SUPPORT 29 0 INDIVIDUAL GRANTS LESS THAN $5,000. 31 33041 INDIVIDUAL SCHOLARSHIPS > $5,000 4 41136 INDIVIDUAL SCHOLARSHIPS < $5,000 33 32370 PART I, LINE 2: GRANTS ARE APPROVED BY A COMMITTEE, BY THE VICE PRESIDENT, OR DONOR SERVICES. NO CHECKS FOR GRANTS ARE ISSUED WITH OUT WRITTEN APPROVAL OR SIGNED CHECK REQUESTS. ACCOUNTS ARE RECONCILED MONTHLY. THE COMMITTEE CHAIR PRESENTS REPORTS TO THE BOARD AT EACH MEETING FOR THE BOARD'S APPROAL. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. X 11 256887 COST OR SELLING PRICE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOUNDATION LEASES OFFICE SPACE FROM ALDERSON PROPERTIES OWNED BY BOARD PRESIDENT'S FAMILY. 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 15A THE BOARD PERFORMS AN ANNUAL REVIEW FOR 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.