YELLOW SPRINGS COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YELLOW SPRINGS COMMUNITY FOUNDATION (EIN 23-7372791)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-22
- IRS object ID
- 201412039349300046
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-22T13:39:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310918847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taylor ApplegateHughes & Assoc Ltd | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E High St | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 45505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237372791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yellow Springs Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YELL | BusinessNameControlTxt |
| Phone | 9377672655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sterling Wiggins | PersonNm |
| Person Title | President/Trustee | PersonTitleTxt |
| Phone | 9377672655 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Keith O Applegate | PreparerPersonNm |
| PTIN | P00503759 | PTIN |
| Phone | 9373251538 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sterling Wiggins | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,553,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.yscf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To enhance community life in Yellow Springs and Miami Township by providing means for charitable giving and grant making that fund a broad range of activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $794,938 | PYContributionsGrantsAmt |
| CY Contributions Grants | $149,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $266,276 | PYInvestmentIncomeAmt |
| CY Investment Income | $381,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $400 | PYOtherRevenueAmt |
| CY Other Revenue | $211 | CYOtherRevenueAmt |
| PY Total Revenue | $1,061,614 | PYTotalRevenueAmt |
| CY Total Revenue | $531,149 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $146,591 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $468,912 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,102 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,237 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,254 | PYOtherExpensesAmt |
| CY Other Expenses | $59,938 | CYOtherExpensesAmt |
| PY Total Expenses | $221,947 | PYTotalExpensesAmt |
| CY Total Expenses | $553,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $839,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,938 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,091,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,086,415 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $797,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $826,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,293,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,260,086 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Entrusted with the responsibility of enhancing community life, the Yellow Springs Community Foundation has the following vision: to serve as a catalyst and resource for philanthropy; to build and be stewards of endowments that address the community's evolving needs; to provide flexible and cost-effective ways for donors to improve our community; and to excel in strategic grant making in areas that include arts, culture, education, recreation, scientific research, and social services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $524,727 | ExpenseAmt |
| Grant | $468,912 | GrantAmt |
| Desc | Benefits the citizens of Yellow Springs and Miami Township by awarding grants to other non-profit organizations and scholarships to students. | Desc |
| Total Program Service Expenses | $524,727 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 3 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | Perry M Stewart Asst Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9377674541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Dave Wishart | ||||||
| Treasurer/Trustee | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Bruce Bradtmiller | ||||||
| Pres/Trustee | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Miller | ||||||
| V.P./Trustee | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tim Sherwood | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Baker | ||||||
| Sec./Trustee | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Maureen Lynch | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Joan Ackerman | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Fisher | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sterling Wiggins | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Perry M Stewart | ||||||
| Asst. Treas./Non-Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 | $149,070 | AllOtherContributionsAmt |
| Total Contributions | $149,070 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,486 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,379 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,161,354 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,022,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,003 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,003 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants refunded | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $211 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $531,149 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,079 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,562 | TotalAmt |
| Program Services | $461,562 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,350 | TotalAmt |
| Program Services | $7,350 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,443 | TotalAmt |
| Program Services | $8,291 | ProgramServicesAmt |
| Management And General | $13,323 | ManagementAndGeneralAmt |
| Fundraising | $829 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794 | TotalAmt |
| Program Services | $664 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,950 | TotalAmt |
| Program Services | $2,475 | ProgramServicesAmt |
| Management And General | $2,475 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,605 | TotalAmt |
| Program Services | $43,605 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248 | TotalAmt |
| Management And General | $1,248 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,836 | TotalAmt |
| Management And General | $836 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672 | TotalAmt |
| Management And General | $2,376 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291 | TotalAmt |
| Management And General | $1,291 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560 | TotalAmt |
| Program Services | $780 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991 | TotalAmt |
| Management And General | $1,991 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Membership Dues | $585 | $585 |
| Filing Fees | $200 | $200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,087 | TotalAmt |
| Program Services | $524,727 | ProgramServicesAmt |
| Management And General | $26,163 | ManagementAndGeneralAmt |
| Fundraising | $2,197 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,650 | BOYAmt |
| EOY | $632,317 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,797,613 | BOYAmt |
| EOY | $7,436,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500 | BOYAmt |
| EOY | $17,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,091,763 | BOYAmt |
| EOY | $8,086,415 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,779 | BOYAmt |
| EOY | $826,329 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,779 | BOYAmt |
| EOY | $826,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,293,984 | BOYAmt |
| EOY | $7,260,086 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,293,984 | BOYAmt |
| EOY | $7,260,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,091,763 | BOYAmt |
| EOY | $8,086,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,938 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$11,960 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $387,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,673,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $794,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,070 | CurrentTaxYearAmt |
| Total | $5,164,791 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $387,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,673,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $794,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,070 | CurrentTaxYearAmt |
| Total | $5,164,791 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $449,933 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,714,858 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $193,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $241,486 | CurrentTaxYearAmt |
| Total | $839,103 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,480 | CurrentTaxYearAmt |
| Total | $7,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,011,809 | TotalSupportAmt |
| Public Support CY170 | 0.78430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part IV, List of Unusual Grants: | FormAndLineReferenceDesc |
| Explanation | Description: Unexpected gifts from trusts of 2 related individuals Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amou Description: Remaining cash grant from trust Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amount: 0.Amou | 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) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $560,610 | BeginningBalanceAmt |
| Additions During Year | $29,861 | AdditionsDuringYearAmt |
| Distributions During Year | $14,800 | DistributionsDuringYearAmt |
| Ending Balance | $575,671 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,087,451 | BeginningYearBalanceAmt |
| Contributions | $110,219 | ContributionsAmt |
| Investment Earnings Or Losses | $313,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $405,355 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $61,556 | AdministrativeExpensesAmt |
| End Year Balance | $7,043,889 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,249,771 | BeginningYearBalanceAmt |
| Contributions | $757,824 | ContributionsAmt |
| Investment Earnings Or Losses | $199,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $69,016 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,973 | AdministrativeExpensesAmt |
| End Year Balance | $7,087,451 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,272,819 | BeginningYearBalanceAmt |
| Contributions | $109,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,615 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,178 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,554 | AdministrativeExpensesAmt |
| End Year Balance | $6,249,772 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,544,503 | BeginningYearBalanceAmt |
| Contributions | $3,639,016 | ContributionsAmt |
| Investment Earnings Or Losses | $164,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $74,183 | GrantsOrScholarshipsAmt |
| Other Expenditures | $759 | OtherExpendituresAmt |
| End Year Balance | $6,272,819 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,180,563 | BeginningYearBalanceAmt |
| Contributions | $354,768 | ContributionsAmt |
| Investment Earnings Or Losses | $81,629 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $71,891 | GrantsOrScholarshipsAmt |
| Other Expenditures | $566 | OtherExpendituresAmt |
| End Year Balance | $2,544,503 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Agency Funds | Desc |
| Amt | $826,329 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $826,329 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $531,149 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $531,149 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $531,149 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $553,087 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $553,087 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $553,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: | The Foundation is the successor trustee for the Edwin K. Foos Trust. The Foundation manages the investments and determines the annual distributions to the beneficiaries. |
| Part X, Line 2: | The Yellow Springs Community Foundation has been granted tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and is, therefore, generally exempt from federal and state income taxes. The Yellow Springs Community Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. Therefore, the Foundation adopted the provisions of Accounting for Uncertainty in Income Taxes. Those provisions clarify the accounting and recognition for income tax positions taken or expected to be taken in the Foundation's annual reporting returns. The Foundation's reporting returns are subject to audit by federal and state taxing authorities. The Foundation's open audit periods are 2010-2012. No income tax provision has been included in the financial statements as the Foundation has determined it does not have unrelated business income subject to taxation. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| Yellow Springs Exempted Village School District | ||||||||
| 201 S Walnut St | Yellow Springs | OH | 45387 | 316000874 | $99,145 | FMV | Fellowship grant; Judo math program; PBL sculpture unit; capital project; technology | |
| Yellow Springs Arts Council | ||||||||
| PO Box 459 | Yellow Springs | OH | 45387 | 311215024 | $14,370 | FMV | Fellowship grant; Bronze sculpture project; community music; Godzilla project | 501(c)(3) |
| Yellow Springs Home Inc | ||||||||
| PO Box 503 | Yellow Springs | OH | 45387 | 311656193 | $7,232 | FMV | Fellowship grant | 501(c)(3) |
| Yellow Springs Senior Citizens Inc | ||||||||
| 227 Xenia Ave | Yellow Springs | OH | 45387 | 310622323 | $44,975 | FMV | Fellowship grant; general operating grant; vehicle; roof | 501(c)(3) |
| Antioch College Continuation Corp-Glen Helen | ||||||||
| 405 Corry St | Yellow Springs | OH | 45387 | 261673457 | $17,043 | FMV | Building maintenance; general program support | |
| WYSO | ||||||||
| 150 East South College St | Yellow Springs | OH | 45387 | 310536640 | $11,330 | FMV | Fellowship grant | |
| Yellow Springs Kids Playhouse Inc | ||||||||
| PO Box 478 | Yellow Springs | OH | 45387 | 311667767 | $7,675 | FMV | Summer theater arts program; fellowship grant | 501(c)(3) |
| Antioch College Continuation Corp | ||||||||
| 405 Corry St | Yellow Springs | OH | 45387 | 261673457 | $201,110 | FMV | Fellowship grant; Performing Arts Center | |
| The Antioch School | ||||||||
| PO Box 242 | Yellow Springs | OH | 45387 | $9,729 | FMV | Fellowship grant | 501(c)(3) | |
| Antioch University Midwest | ||||||||
| 900 Dayton St | Yellow Springs | OH | 45387 | $5,000 | FMV | Safe Schools Climate Conference; unrestricted grant | 501(c)(3) | |
| Little Art Theatre | ||||||||
| 247 Xenia Ave | Yellow Springs | OH | 45387 | $30,000 | FMV | Theatre refurbishing | 501(c)(3) | |
| Tecumseh Land Trust | ||||||||
| PO Box 417 | Yellow Springs | OH | 45387 | $7,785 | FMV | Fellowship grant; general operating grant | 501(c)(3) | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Awards and scholarships for students in the Yellow Springs Exempted Village School District | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $7,350 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation's Grant Agreement Letter includes requiring the grantee to file a final report. The Foundation maintains a tracking list for follow-up if the grantee's final report has not been received in a timely manner. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The trustees can review the Form 990 electronically on the secure part of the Foundation's website. Approval can be either electronically or at a regular meeting. |
| Form 990, Part VI, Section B, line 12c | The Foundation Administrator monitors the process of having trustees complete the relevant form. Then the Foundation Administrator reports the disclosures to the trustees who enforce the policy. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Transfer of restricted funds to Agency funds -11,960. |
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