THE COMMUNITY FOUNDATION OF SHELBY COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMUNITY FOUNDATION OF SHELBY COUNTY (EIN 34-6565194)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201302269349301490
- Schema version
- 2012v2.1
- 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 | 2013-08-14T13:15:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRATE DELAET & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 453650339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565194 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF | BusinessNameLine1 |
| Business Name Line2 | SHELBY COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 9374977800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVENUE SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIAN SPICER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9374977800 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD C GOETTEMOELLER | Name |
| Phone | 9374923161 | Phone |
| Date Prepared | 2013-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARIAN SPICER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVE SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8761784 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COMMFOUN.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 701361 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1602410 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 347545 | InvestmentIncomePriorYear |
| Investment Income Current Year | 780907 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 197380 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1246286 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2383317 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 679494 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 803939 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 123383 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 119521 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 37479 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 86543 | OtherExpensePriorYear |
| Other Expenses Current Year | 89617 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 889420 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1013077 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 356866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1370240 | RevenuesLessExpensesCY |
| Total Assets BOY | 14147648 | TotalAssetsBOY |
| Total Assets EOY | 16621567 | TotalAssetsEOY |
| Total Liabilities BOY | 1373025 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1852409 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12774623 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14769158 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 480075 | Expense |
| Grants | 388338 | Grants |
| Description | SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 259959 | Expense |
| Grants | 259959 | Grants |
| Description | SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 155642 | Expense |
| Grants | 155642 | Grants |
| Description | SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 895676 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARIAN SPICER | NamePerson |
| Telephone Number | 9374977800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COURTVIEW CENTER SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW D COUNTS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CAROL BENNETT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BRUCE D BOYD | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DANIEL A BENSMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RALPH KEISTER III | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KENNETH J MONNIER | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| KEITH DANIEL | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| MARTHA MILLIGAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PRISCILLA WILT | ||||||
| VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1602410 | AllOtherContributions |
| Noncash Contributions | 315413 | NoncashContributions |
| Total Contributions | 1602410 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 375892 | TotalRevenueColumn |
| Exclusion | $375,892 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6783482 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6378467 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 405015 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405015 | TotalRevenueColumn |
| Exclusion | $405,015 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2383317 | TotalRevenueColumn |
| Exclusion | $780,907 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692349 | Total |
| Program Services | 692349 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111590 | Total |
| Program Services | 111590 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110768 | Total |
| Program Services | 57577 | ProgramServices |
| Management And General | 29664 | ManagementAndGeneral |
| Fundraising | 23527 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322 | Total |
| Program Services | 167 | ProgramServices |
| Management And General | 86 | ManagementAndGeneral |
| Fundraising | 69 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8431 | Total |
| Program Services | 4384 | ProgramServices |
| Management And General | 2262 | ManagementAndGeneral |
| Fundraising | 1785 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608 | Total |
| Management And General | 608 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15075 | Total |
| Management And General | 15075 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16972 | Total |
| Management And General | 16972 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11226 | Total |
| Program Services | 5835 | ProgramServices |
| Management And General | 3007 | ManagementAndGeneral |
| Fundraising | 2384 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3282 | Total |
| Program Services | 1706 | ProgramServices |
| Management And General | 879 | ManagementAndGeneral |
| Fundraising | 697 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE | Description |
| Total | 42454 | Total |
| Program Services | 22068 | ProgramServices |
| Management And General | 11369 | ManagementAndGeneral |
| Fundraising | 9017 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1013077 | Total |
| Program Services | 895676 | ProgramServices |
| Management And General | 79922 | ManagementAndGeneral |
| Fundraising | 37479 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15421 | BOY |
| EOY | 22040 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2941692 | BOY |
| EOY | 3945631 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673885 | BOY |
| EOY | 688912 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64 | BOY |
| EOY | 127 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 144018 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62827 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82383 | BOY |
| EOY | 81191 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10433931 | BOY |
| EOY | 11883666 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14147648 | BOY |
| EOY | 16621567 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120305 | BOY |
| EOY | 161370 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1252720 | BOY |
| EOY | 1691039 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1373025 | BOY |
| EOY | 1852409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355662 | BOY |
| EOY | 534484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6805403 | BOY |
| EOY | 8579976 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5613558 | BOY |
| EOY | 5654698 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12774623 | BOY |
| EOY | 14769158 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14147648 | BOY |
| EOY | 16621567 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1370240 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 624295 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1671017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1149460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 821941 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 701361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2158969 | CurrentTaxYear |
| Total | 6502748 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1671017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1149460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 821941 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 701361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2158969 | CurrentTaxYear |
| Total | 6502748 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6502748 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 501653 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 198648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 381392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 268654 | CurrentTaxYearMinus1Year |
| Current Tax Year | 375892 | CurrentTaxYear |
| Total | 1726239 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8228987 | TotalSupport |
| Public Support Pertcentage170 | 0.79020 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77560 | 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 | 44 | NumberDAFsHeld |
| Number Funds Held | 107 | NumberFundsHeld |
| Donor Advised Contributions | 837809 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 556559 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 434111 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 369828 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 7312643 | AggregateDAFValue |
| Aggregate Fund Value | 9149223 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10855872 | BeginningOfYearBalance |
| Contributions | 1189322 | Contributions |
| Investment Earnings Or Losses | 1158195 | InvestmentEarningsOrLosses |
| Other Expenditures | -469013 | OtherExpenditures |
| End Of Year Balance | 12734376 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11220592 | BeginningOfYearBalance |
| Contributions | 436930 | Contributions |
| Investment Earnings Or Losses | -311223 | InvestmentEarningsOrLosses |
| Other Expenditures | -490427 | OtherExpenditures |
| End Of Year Balance | 10855872 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9586396 | BeginningOfYearBalance |
| Contributions | 447214 | Contributions |
| Investment Earnings Or Losses | 1149821 | InvestmentEarningsOrLosses |
| Other Expenditures | 37161 | OtherExpenditures |
| End Of Year Balance | 11220592 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8528128 | BeginningOfYearBalance |
| Contributions | 1233525 | Contributions |
| Investment Earnings Or Losses | 1129484 | InvestmentEarningsOrLosses |
| Other Expenditures | -1304741 | OtherExpenditures |
| End Of Year Balance | 9586396 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9866495 | BeginningOfYearBalance |
| Contributions | 1032006 | Contributions |
| Investment Earnings Or Losses | -1843384 | InvestmentEarningsOrLosses |
| Other Expenditures | -526989 | OtherExpenditures |
| End Of Year Balance | 8528128 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03620 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.38290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.58090 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104668 | OtherCostOrOtherBasis |
| Depreciation | 28021 | Depreciation |
| Book Value | 76647 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39350 | OtherCostOrOtherBasis |
| Depreciation | 34806 | Depreciation |
| Book Value | 4544 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 81191 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSETS HELD IN TRUST | $1,252,720 |
| ASSETS HELD IN TRUST CONTRIBUTIONS | $451,329 |
| ASSETS HELD IN TRUST NON CASH CONTRI | $99,440 |
| ASSETS HELD IN TRUST UNREALIZED & RE | $48,955 |
| ASSETS HELD IN TRUCT INTEREST & DIVI | $15,855 |
| ASSETS HELD IN TRUST | |
| ASSETS HELD IN TRUST EXPENSES | -$10,468 |
| ASSETS HELD IN TRUST GRANTS | -$166,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1691039 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3007612 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 624295 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 624295 | RevenueNotRptdF990 |
| Revenue Subtotal | 2383317 | RevenueSubtotal |
| Total Revenue Per Form990 | 2383317 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1013077 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1013077 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1013077 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGAPE DISTRIBUTIONS | ||||||||
| PO BOX 808 | SIDNEY | OH | 45365 | 300224502 | 3 | 6264 | FOOD PROGRAM | |
| APPLEFEST SHELBY COUNTY | ||||||||
| 101 S OHIO AVE | SIDNEY | OH | 45365 | 201243829 | 19000 | GENERAL SUPPORT | ||
| BOTKINS ATHLETIC BOOSTERS | ||||||||
| 208 N SYCAMORE ST PO BOX 550 | BOTKINS | OH | 45306 | 141953650 | 35000 | ATHLETIC SUPPORT | ||
| BOTKINS FIRE DEPARTMENT | ||||||||
| PO BOX 93 | BOTKINS | OH | 45306 | 346407906 | 9220 | |||
| COMPASSIONATE CARE-SHELBY CO | ||||||||
| 124 N OHIO AVE | SIDNEY | OH | 45365 | 208479583 | 3 | 14900 | MEDICAL SUPPORT | |
| ELIZABETH'S NEW LIFE CENTER | ||||||||
| 359 FORREST AVENUE | DAYTON | OH | 45405 | 311381901 | 3 | 11750 | PROGRAM SUPPORT | |
| PRESBYTERIAN CHURCH USA | ||||||||
| 202 N MAIMI AVE | SIDNEY | OH | 45365 | 344429861 | 3 | 13900 | RELIGIOUS DEVELOPMEN | |
| GATEWAY ARTS COUNCIL | ||||||||
| PO BOX 14 | SIDNEY | OH | 45365 | 341587606 | 3 | 13022 | SUPPORT OF THE ARTS | |
| HOLY ANGELS CATHOLIC CHURCH | ||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344459601 | 3 | 25000 | RELIGIOUS ED & SOCIA | |
| HOLY ANGELS SCHOOL | ||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344455961 | 3 | 34540 | EDUCATIONAL SUPPORT | |
| KAH NURSERY INC | ||||||||
| 17447 PASCO MONTRA RD | BOTKINS | OH | 45306 | 311503411 | 119911 | BUILDING AND BEAUTIF | ||
| LEHMAN HIGH SCHOOL FOUNDATION | ||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 310928867 | 3 | 24800 | RELIGIOUS EDUCATION | |
| LEHMAN SECURE THE FUTURE CAMPAIGN | ||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 341055864 | 3 | 29000 | EDUCATIONAL | |
| MESSIAH LUTHERAN CHURCH | ||||||||
| 591720677 | 3 | 5600 | ||||||
| PRESBYTERIAN CHURCH | ||||||||
| 133462549 | 3 | 40000 | ||||||
| RUSSIA LOCAL SCHOOLS | ||||||||
| 100 SCHOOL STREET | RUSSIA | OH | 45363 | 346401189 | 3 | 7193 | CAPITAL IMPROVEMENTS | PO BOX 8 |
| SHELBY COUNTY HISTORICAL SOCIETY | ||||||||
| 201 N MAIN AVENUE | SIDNEY | OH | 45365 | 341317780 | 3 | 10066 | HISTORY PROGRAMS | |
| SHELBY COUNTY UNITED WAY | ||||||||
| 121 E NORTH STREET | SIDNEY | OH | 45365 | 344473288 | 3 | 9750 | COMUNITY SUPPORT | PO BOX 751 |
| SIDNEY 1ST UNITED METHODIST CHURCH | ||||||||
| 230 E POPLAR STREET | SIDNEY | OH | 45365 | 344437205 | 3 | 9000 | RELIGIOUS DEVELOPMEN | |
| SIDNEY CITY | ||||||||
| 201 W POPLAR ST | SIDNEY | OH | 45365 | 346401348 | 15547 | |||
| ST MARKS'S EPISCOPAL CHURCH | ||||||||
| 231 N MIAMI AVE | SIDNEY | OH | 45365 | 311234665 | 3 | 6000 | RELIGIOUS DEVELOPMEN | |
| ST REMY CHURCH | ||||||||
| 108 W MAIN STREET | RUSSIA | OH | 45363 | 344428246 | 3 | 15150 | RELIGIOUS DEVELOPMEN | |
| TRINITY CHURCH OF THE BRETHREN | ||||||||
| 2220 N MAIN ST | SIDNEY | OH | 45365 | 311087011 | 3 | 13400 | RELIGIOUS DEVELOPMEN | |
| WILMA VALENTINE CLC | ||||||||
| PO BOX 925 | SIDNEY | OH | 45365 | 311596196 | 3 | 16250 | EDUCATIONAL SERVICES | |
| WILSON MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 915 W MICHIGAN AVENUE | SIDNEY | OH | 45365 | 521771615 | 3 | 9400 | MEDICAL EQUIPMENT | |
| RAISE THE ROOF FOR ARTS | ||||||||
| PO BOX 484 | SIDNEY | OH | 45365 | 264471913 | 3 | 16000 | GENERAL SUPPORT | |
| HOLY ANGELS SOUP KITCHEN | ||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344459601 | 3 | 5418 | GENERAL SUPPORT | |
| PIQUA CONCRETE CO | ||||||||
| 311031308 | 5120 | HOUSTON ATHLETIC COM | ||||||
| VILLAGE OF ANNA | ||||||||
| ANNA OHIO | ANNA | OH | 45302 | 340894539 | 3 | 12500 | RENOVATIONS | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 134 | NumberOfRecipients |
| Amount Of Cash Grant | 111590 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 348225 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | RETURN IS GIVEN TO THE EXECUTIVE DIRECTOR FOR REVIEW.BOARD REVIEWS BEFORE RETURN IS FILED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
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