2013-05-08T13:38:52-05:00 2012-06-30 202126956 Irwin Financial Associates Inc 2025 Claremont Avenue Ashland OH 448053545 990 2011-07-01 341812908 ASHLAND COUNTY COMMUNITY FOUNDATION ASHL 4192814733 300 COLLEGE AVENUE ASHLAND OH 44805 Dr Lucille G Ford 4192814733 2013-05-08 1 Steven W Irwin CPA P00337085 4192812811 2011 2016-02-25 16:41:14Z Dr Lucille G Ford 300 College Avenue Ashland OH 44805 2320417 0 X www.ashlandcountycommunityfoundation.org X 1995 OH Public charity making grants for charitable purposes. Grants are made from endowment funds established by many donors. 15 15 5 60 0 0 1152115 1800099 0 0 442841 499927 23198 20391 1618154 2320417 590786 473093 0 0 139262 145154 0 0 27632 105235 125044 835283 743291 782871 1577126 17014964 17879190 2768697 2742123 14246267 15137067 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. 0 0 473093 473093 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. 473093 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X Irwin Financial Associates Inc 4192812811 2025 Claremont Avenue Ashland OH 44805 Dr Lucille G Ford 40.00 X X 0 0 0 Jay Myers 0.00 X X 0 0 0 William Chandler 0.00 X X 0 0 0 Anne Cowen 0.00 X X 0 0 0 James Hess 0.00 X X 0 0 0 Stan Brechbuhler 0.00 X 0 0 0 Debra L Lyons 0.00 X X 0 0 0 William M Harris 0.00 X 0 0 0 Patricia A Byerly 0.00 X 0 0 0 Nancy Davis 0.00 X 0 0 0 John E Miller 0.00 X 0 0 0 Dr Donald Rinehart 0.00 X 0 0 0 James Cutright 0.00 X 0 0 0 Andrew M Stein 0.00 X 0 0 0 Keith Boales 0.00 X 0 0 0 Susan Shafer 0.00 X 0 0 0 Bill Etling 26.00 X 35077 0 0 Kristin Aspin 40.00 X 55271 0 0 90348 0 0 0 0 0 0 0 1800099 472617 1800099 334769 334769 1100 0 1100 1100 1100 165158 0 165158 165158 165158 Foundation Admin Fee 561000 12263 12263 Misc. Income 900099 7028 7028 19291 2320417 185549 0 334769 473093 473093 90348 72848 17500 38540 38540 16266 16266 11070 11070 10713 5356 5357 18585 18585 14725 14725 14455 14455 878 878 16739 16739 4462 4462 Hospitality 9549 4774 4775 Strategic Planning 8854 8854 Miscellaneous 5777 5777 Postage 3832 3832 5405 5405 743291 473093 242566 27632 712574 661860 581234 323786 547796 193653 370670 354143 15350486 16539401 17014964 17879190 4298 3073 281268 256753 2483131 2482297 2768697 2742123 X 14246267 15137067 14246267 15137067 17014964 17879190 X 1577126 -686326 X X 0 1 1 X 0 X 1550418 1368417 1261889 1152115 1800099 7132938 1550418 1368417 1261889 1152115 1800099 7132938 1097237 6035701 227752 188337 219375 240645 334769 1210878 14878 11101 10052 21998 19291 77320 8421136 0.71670 0.71160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 265 17302 1782797 17319 455774 603785 14533282 1 1 12156342 1609963 -181795 333463 196557 13054490 9595781 768585 2379358 415140 172242 12156342 3410824 1041744 5627200 399748 84239 9595781 3302338 878333 -714026 54683 1138 3410824 1 0 47869 47869 410468 116847 293621 89459 76806 12653 354143 Charitable gift annuity 216385 Custodial funds 356633 Due other agencies 1909279 2482297 2320417 743291 1577126 -686326 -686326 890800 1694091 -686326 60000 -626326 2320417 0 2320417 803291 60000 60000 743291 0 743291 Description of Intended Use of Endowment Funds: Part V, Line 4: 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. 1 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 Scholarships 137 118615 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All grantees are required to submit follow-up reports which detail use of grant dollars, outcomes, etc. X 8 472617 Sale price of shares 0 1 1 Third Party Use: Part I, Line 32b: The organization utilizes a stock broker services. 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 Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -686,326. Form 990, Page 11, Part XI, 2c: No changes in oversight of the audit from prior year.