ASHLAND COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND COUNTY COMMUNITY FOUNDATION (EIN 34-1812908)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201301289349301190
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-08T13:38:52-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202126956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Irwin Financial Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 Claremont Avenue | AddressLine1 |
| City | Ashland | City |
| State | OH | State |
| ZIP Code | 448053545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341812908 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASHL | NameControl |
| Phone | 4192814733 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 COLLEGE AVENUE | AddressLine1 |
| City | ASHLAND | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dr Lucille G Ford | Name |
| Title | President | Title |
| Phone | 4192814733 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steven W Irwin CPA | Name |
| PTIN | P00337085 | PTIN |
| Phone | 4192812811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr Lucille G Ford | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 College Avenue | AddressLine1 |
| City | Ashland | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2320417 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ashlandcountycommunityfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Public charity making grants for charitable purposes. Grants are made from endowment funds established by many donors. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1152115 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1800099 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 442841 | InvestmentIncomePriorYear |
| Investment Income Current Year | 499927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23198 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20391 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1618154 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2320417 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 590786 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 473093 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 139262 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 145154 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27632 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 105235 | OtherExpensePriorYear |
| Other Expenses Current Year | 125044 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 835283 | TotalExpensesPriorYear |
| Total Expenses Current Year | 743291 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 782871 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1577126 | RevenuesLessExpensesCY |
| Total Assets BOY | 17014964 | TotalAssetsBOY |
| Total Assets EOY | 17879190 | TotalAssetsEOY |
| Total Liabilities BOY | 2768697 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2742123 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14246267 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15137067 | NetAssetsOrFundBalancesEOY |
| Mission Description | Encourage philanthropy and enhance quality of life in Ashland County. Support charitable activities through grant programs. Manage all types of donor and recipient programs. Facilitate community collaboration. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 473093 | Expense |
| Grants | 473093 | Grants |
| Description | The organization's primary purpose is to provide a means for people to make gifts of assets to enhance the quality of life in Ashland County, both today and in the future. | Description |
| Total Program Service Expense | 473093 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Irwin Financial Associates Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4192812811 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 Claremont Avenue | AddressLine1 |
| City | Ashland | City |
| State | OH | State |
| ZIP Code | 44805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Dr Lucille G Ford | ||||||
| President | 40.00 | X | X | 0 | 0 | 0 |
| Jay Myers | ||||||
| Past Chairman | 0.00 | X | X | 0 | 0 | 0 |
| William Chandler | ||||||
| Chairman | 0.00 | X | X | 0 | 0 | 0 |
| Anne Cowen | ||||||
| Secretary | 0.00 | X | X | 0 | 0 | 0 |
| James Hess | ||||||
| Treasurer | 0.00 | X | X | 0 | 0 | 0 |
| Stan Brechbuhler | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Debra L Lyons | ||||||
| Trustee | 0.00 | X | X | 0 | 0 | 0 |
| William M Harris | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Patricia A Byerly | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Nancy Davis | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| John E Miller | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Dr Donald Rinehart | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| James Cutright | ||||||
| Vice Chairman | 0.00 | X | 0 | 0 | 0 | |
| Andrew M Stein | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Keith Boales | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Susan Shafer | ||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | |
| Bill Etling | ||||||
| Vice President-Resource De | 26.00 | X | 35077 | 0 | 0 | |
| Kristin Aspin | ||||||
| Vice President-Programs | 40.00 | X | 55271 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90348 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1800099 | AllOtherContributions |
| Noncash Contributions | 472617 | NoncashContributions |
| Total Contributions | 1800099 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 334769 | TotalRevenueColumn |
| Exclusion | $334,769 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1100 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1100 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1100 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1100 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165158 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165158 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165158 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165158 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Foundation Admin Fee | 561000 | 12263 | 12263 |
| Misc. Income | 900099 | 7028 | 7028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19291 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2320417 | TotalRevenueColumn |
| Related Or Exempt Function Income | 185549 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $334,769 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473093 | Total |
| Program Services | 473093 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90348 | Total |
| Management And General | 72848 | ManagementAndGeneral |
| Fundraising | 17500 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38540 | Total |
| Management And General | 38540 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16266 | Total |
| Management And General | 16266 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11070 | Total |
| Management And General | 11070 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10713 | Total |
| Management And General | 5356 | ManagementAndGeneral |
| Fundraising | 5357 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18585 | Total |
| Management And General | 18585 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14725 | Total |
| Management And General | 14725 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14455 | Total |
| Management And General | 14455 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 878 | Total |
| Management And General | 878 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16739 | Total |
| Management And General | 16739 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4462 | Total |
| Management And General | 4462 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| Hospitality | 9549 | 4774 | 4775 |
| Strategic Planning | 8854 | 8854 | |
| Miscellaneous | 5777 | 5777 | |
| Postage | 3832 | 3832 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5405 | Total |
| Management And General | 5405 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743291 | Total |
| Program Services | 473093 | ProgramServices |
| Management And General | 242566 | ManagementAndGeneral |
| Fundraising | 27632 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712574 | BOY |
| EOY | 661860 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581234 | BOY |
| EOY | 323786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 547796 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 193653 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370670 | BOY |
| EOY | 354143 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15350486 | BOY |
| EOY | 16539401 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17014964 | BOY |
| EOY | 17879190 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4298 | BOY |
| EOY | 3073 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281268 | BOY |
| EOY | 256753 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2483131 | BOY |
| EOY | 2482297 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2768697 | BOY |
| EOY | 2742123 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14246267 | BOY |
| EOY | 15137067 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14246267 | BOY |
| EOY | 15137067 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17014964 | BOY |
| EOY | 17879190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1577126 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -686326 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1550418 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1368417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1261889 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1152115 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800099 | CurrentTaxYear |
| Total | 7132938 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1550418 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1368417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1261889 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1152115 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800099 | CurrentTaxYear |
| Total | 7132938 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1097237 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6035701 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 227752 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 188337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 240645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 334769 | CurrentTaxYear |
| Total | 1210878 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19291 | CurrentTaxYear |
| Total | 77320 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8421136 | TotalSupport |
| Public Support Pertcentage170 | 0.71670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 11 | NumberDAFsHeld |
| Number Funds Held | 265 | NumberFundsHeld |
| Donor Advised Contributions | 17302 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 1782797 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 17319 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 455774 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 603785 | AggregateDAFValue |
| Aggregate Fund Value | 14533282 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12156342 | BeginningOfYearBalance |
| Contributions | 1609963 | Contributions |
| Investment Earnings Or Losses | -181795 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 333463 | GrantsOrScholarships |
| Other Expenditures | 196557 | OtherExpenditures |
| End Of Year Balance | 13054490 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9595781 | BeginningOfYearBalance |
| Contributions | 768585 | Contributions |
| Investment Earnings Or Losses | 2379358 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 415140 | GrantsOrScholarships |
| Other Expenditures | 172242 | OtherExpenditures |
| End Of Year Balance | 12156342 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3410824 | BeginningOfYearBalance |
| Contributions | 1041744 | Contributions |
| Investment Earnings Or Losses | 5627200 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 399748 | GrantsOrScholarships |
| Other Expenditures | 84239 | OtherExpenditures |
| End Of Year Balance | 9595781 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3302338 | BeginningOfYearBalance |
| Contributions | 878333 | Contributions |
| Investment Earnings Or Losses | -714026 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 54683 | GrantsOrScholarships |
| Administrative Expenses | 1138 | AdministrativeExpenses |
| End Of Year Balance | 3410824 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47869 | OtherCostOrOtherBasis |
| Book Value | 47869 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 410468 | OtherCostOrOtherBasis |
| Depreciation | 116847 | Depreciation |
| Book Value | 293621 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89459 | OtherCostOrOtherBasis |
| Depreciation | 76806 | Depreciation |
| Book Value | 12653 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 354143 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Charitable gift annuity | $216,385 |
| Custodial funds | $356,633 |
| Due other agencies | $1,909,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2482297 | TotalOfAmounts |
| Total Revenue | 2320417 | TotalRevenue |
| Total Expenses | 743291 | TotalExpenses |
| Excess Or Deficit For Year | 1577126 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -686326 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -686326 | TotalAdjustments |
| Excess Or Deficit Per FS | 890800 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1694091 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -686326 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 60000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -626326 | RevenueNotRptdF990 |
| Revenue Subtotal | 2320417 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2320417 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 803291 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 60000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 60000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 743291 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 743291 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | The enrichment of the quality of life in the Ashland County Community by developing a permanent endowment to assess and respond to changing community needs and by serving as a charitable mechanism for donors of all levels of charitable giving. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Ashland Family YMCA | |||||||
| 207 Miller Street | Ashland | OH | 44805 | 340714793 | 501 (c) (3) | 5491 | Annual Distribution |
| Ashland University | |||||||
| 401 College Avenue | Ashland | OH | 44805 | 340714626 | 501 (c) (3) | 25000 | Campaign for the College of Nursing |
| Ashland University | |||||||
| 401 College Avenue | Ashland | OH | 44805 | 340714626 | 501 (c) (3) | 8466 | Scholarships |
| Ashland University | |||||||
| 401 College Avenue | Ashland | OH | 44805 | 340714626 | 501 (c) (3) | 5000 | Robert & Janet Donley Donor Advised Fund Distribution |
| Brethern Care Village | |||||||
| 2000 Center Street | Ashland | OH | 44805 | 341095056 | 501 (c) (3) | 20000 | Homeward Bound Program: The Rehabilitation Center |
| Brethern Care Village | |||||||
| 2000 Center Street | Ashland | OH | 44805 | 341095056 | 501 (c) (3) | 5746 | Annual Distribution |
| First United Methodist Church | |||||||
| 1220 Sandusky Street | Ashland | OH | 44805 | 340845261 | 501 (c) (3) | 6000 | Parking lot resurfacing |
| The Salvation Army | |||||||
| 527 E Liberty Street | Ashland | OH | 44805 | 135562351 | 501 (c) (3) | 53035 | Kroc Center |
| United Way of Ashland County | |||||||
| 132 W Main Street | Ashland | OH | 44805 | 346004364 | 501 (c) (3) | 5491 | Annual Distribution |
| Zion Lutheran Church | |||||||
| 222 E Main St | Loudonville | OH | 44842 | 346539253 | 501 (c) (3) | 5300 | Stained Glass Project |
| Ashland Main Street | |||||||
| 211 Claremont Ave | Ashland | OH | 44805 | 461883045 | 501 (c) (3) | 5000 | Downtown Comprehensive Plan Match |
| Community Improvement Corporation of Ashland | |||||||
| 211 Claremont Ave | Ashland | OH | 44805 | 237149820 | 501 (c) (3) | 15000 | Gateway Project |
| The Cat House Sanctuary Inc | |||||||
| 1130 E Main St Ste 136 | Ashland | OH | 44805 | 205612621 | 501 (c) (3) | 5000 | Expansion of the Cat House Feline Santuary |
| Ashland County Oral Health Services | |||||||
| 431 E 9th St | Ashland | OH | 44805 | 043713051 | 501 (c) (3) | 8000 | Equipment Replacement |
| LoudonvillePerrysville Ministerial Association | |||||||
| 317 Riverside Dr | Loudonville | OH | 44842 | 341339798 | 501 (c) (3) | 5000 | Christian Help Mission |
| St Edward Parish | |||||||
| 501 Cottage St | Ashland | OH | 44805 | 530196617 | 501 (c) (3) | 6500 | St. Edward Parish Activity Center |
| Brown UniversityMarcus Fuller | |||||||
| 164-176 Angell St | Providence | RI | 02912 | 050258809 | 5000 | scholarship | |
| Brown UniversityMarcus Fuller | |||||||
| 164-176 Angell St | Providence | RI | 02912 | 050258809 | 5000 | Scholarship | |
| Friends of Ashland County Park District | |||||||
| 1763 St Rt 60 | Ashland | OH | 44805 | 421574328 | 21177 | Annual Distribution | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 137 | NumberOfRecipients |
| Amount Of Cash Grant | 118615 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All grantees are required to submit follow-up reports which detail use of grant dollars, outcomes, etc. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 472617 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sale price of shares | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The organization utilizes a stock broker services. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Some professionals serving as Board of Trustee members may have other Board of Trustee members as clients. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is provided to the governing body members for review and approval. Prior to filing, questions and comments of the members are responded to and incorporated into the tax filing as necessary. | |
| Form 990, Part VI, Section B, line 12c | The organization promptly evaluates any identified exceptions of it's conflict of interest policy. Board Trustee minutes reflect non-voting of any potential conflict person. | |
| Form 990, Part VI, Section B, line 15 | Annual salary reports from Ohio Grantmakers Forum and Council on Foundations are used. These reports display study results of salaries, etc. by position for counties, regions, states, and more. The Board of Trustees executive committee reviews compensation and determines any changes and approves for key position. A committee of the Board of Trustees evaluates the progress of the organization and key employees' contribution toward goals attained by the entity. The committee is aware of compensation trends in general and Ashland County in particular. The Board of Trustees executive committee approves each key employee's compensation for the coming year after appropriate review and deliberation. The President serves pro bono. | |
| Form 990, Part VI, Section C, line 18 | Information provided upon request | |
| Form 990, Part VI, Section C, line 19 | Information provided upon request | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -686,326. | Changes in Net Assets or Fund Balances: |
| Form 990, Page 11, Part XI, 2c: No changes in oversight of the audit from prior year. |
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