HAMILTON COMMUNITY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HAMILTON COMMUNITY FOUNDATION INC (EIN 31-6038277)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-07
IRS object ID: 201322199349300412
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-07T07:59:37-05:00	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	STEPHENSON AND WARNER INC CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1502 UNIVERSITY BLVD STE E	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	450113300	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	316038277	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HAMILTON COMMUNITY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HAMI	NameControl
Phone	5138631389	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN GUIDUGLI	Name
Title	PRESIDENT/CEO	Title
Phone	5138631389	Phone
Date Signed	2013-08-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DOUGLAS C JACOBS	Name
Phone	5138688600	Phone
Date Prepared	2013-08-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN GUIDUGLI	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	8734183	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HAMILTONFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1951	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	COMMUNITY FOUNDATION	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	8	TotalNbrEmployees
Total Nbr Volunteers	80	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	4176264	ContributionsGrantsPriorYear
Contributions Grants Current Year	5472589	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	672535	ProgramServiceRevenuePriorYear
Program Service Revenue CY	713656	ProgramServiceRevenueCY
Investment Income Prior Year	2486722	InvestmentIncomePriorYear
Investment Income Current Year	2547938	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	7335521	TotalRevenuePriorYear
Total Revenue Current Year	8734183	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	3676586	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	5522311	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	442232	SalariesEtcPriorYear
Salaries Etc Current Year	451619	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	119941	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2299847	OtherExpensePriorYear
Other Expenses Current Year	1802196	OtherExpensesCurrentYear
Total Expenses Prior Year	6418665	TotalExpensesPriorYear
Total Expenses Current Year	7776126	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	916856	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	958057	RevenuesLessExpensesCY
Total Assets BOY	69025244	TotalAssetsBOY
Total Assets EOY	76188512	TotalAssetsEOY
Total Liabilities BOY	1695716	TotalLiabilitiesBOY
Total Liabilities EOY	2350802	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	67329528	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	73837710	NetAssetsOrFundBalancesEOY
Mission Description	COMMUNITY FOUNDATION	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	7084433	Expense
Grants	5522311	Grants
Description	THE FOUNDATION RECEIVES CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUTIFICATION, COMMUNTIY DEVELOPMENT AND RECREATION.	Description
Total Program Service Expense	7084433	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	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	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	true	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	41	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	8	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
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	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	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	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

Field	Value	IRS element (for citing)
Name Person	JEANNIE PAYNE	NamePerson
Telephone Number	5138631717	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD ST	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
CRAIG WILKS
TRUSTEE	1.00	X	0	0	0
HEATHER LEWIS
TRUSTEE	1.00	X	0	0	0
JOHN MOSER
TRUSTEE	1.00	X	0	0	0
MIKE P DINGELDEIN
CHAIR	1.00	X	0	0	0	X
CLAUDE DAVIS
TRUSTEE	1.00	X	0	0	0
BUTCH HUBBLE
TRUSTEE	1.00	X	0	0	0
KATHLEEN KLINK
VICE CHAIR	1.00	X	0	0	0	X
SARA CARRUTHERS
TRUSTEE	1.00	X	0	0	0
HERMAN SANDERS
SECRETARY	1.00	X	0	0	0	X
DAVID L BELEW
TRUSTEE EMER	1.00	X	0	0	0
JAMES K FITTON
TRUSTEE	1.00	X	0	0	0
WILLIAM A GROTH
TRUSTEE	1.00	X	0	0	0
JOHN GUIDUGLI
PRES/CEO	40.00		135786	0	6729	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	135786	TotalReportableCompFromOrg
Total Other Compensation	6729	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	5472589	AllOtherContributions
Noncash Contributions	250000	NoncashContributions
Total Contributions	5472589	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	ADMINISTRATIVE FEES	Description
Total Revenue Column	713656	TotalRevenueColumn
Related Or Exempt Function Income	713656	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	713656	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1699142	TotalRevenueColumn
Exclusion	$1,699,142	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	848796	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	848796	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	848796	TotalRevenueColumn
Related Or Exempt Function Income	848796	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8734183	TotalRevenueColumn
Related Or Exempt Function Income	1562452	RelatedOrExemptFunctionIncome
Exclusion	$1,699,142	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	5006428	Total
Program Services	5006428	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	515883	Total
Program Services	515883	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	142515	Total
Program Services	71257	ProgramServices
Management And General	42755	ManagementAndGeneral
Fundraising	28503	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	258867	Total
Program Services	129433	ProgramServices
Management And General	77660	ManagementAndGeneral
Fundraising	51774	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	10874	Total
Program Services	5437	ProgramServices
Management And General	3262	ManagementAndGeneral
Fundraising	2175	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10359	Total
Program Services	5179	ProgramServices
Management And General	3108	ManagementAndGeneral
Fundraising	2072	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	29004	Total
Program Services	14502	ProgramServices
Management And General	8702	ManagementAndGeneral
Fundraising	5800	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	566	Total
Management And General	566	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	18315	Total
Management And General	18315	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	933342	Total
Program Services	713656	ProgramServices
Management And General	219686	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	8544	Total
Program Services	5485	ProgramServices
Management And General	316	ManagementAndGeneral
Fundraising	2743	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	34340	Total
Program Services	10302	ProgramServices
Management And General	3434	ManagementAndGeneral
Fundraising	20604	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	15128	Total
Program Services	9719	ProgramServices
Management And General	5409	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	18912	Total
Program Services	17966	ProgramServices
Management And General	946	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	3356	Total
Program Services	1678	ProgramServices
Management And General	1007	ManagementAndGeneral
Fundraising	671	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	213083	Total
Management And General	213083	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	6761	Total
Management And General	6761	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PROGRAM EXPENSES	341522	341522
GRANTS-5000 AND LESS	217000	217000
MISCELLANEOUS	11823		11823
DEVELOPMENT/TRAINING	10983	4465	1805	4713

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	-31479	Total
Program Services	14521	ProgramServices
Management And General	-46886	ManagementAndGeneral
Fundraising	886	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	7776126	Total
Program Services	7084433	ProgramServices
Management And General	571752	ManagementAndGeneral
Fundraising	119941	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	400	BOY
EOY	400	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	286528	BOY
EOY	402805	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	9849821	BOY
EOY	9724865	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	329	BOY
EOY	328	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8847528	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3444654	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5613202	BOY
EOY	5402874	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	52014815	BOY
EOY	59220236	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1260149	BOY
EOY	1437004	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	69025244	BOY
EOY	76188512	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16215	BOY
EOY	9794	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	1679501	BOY
EOY	2341008	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1695716	BOY
EOY	2350802	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	18819113	BOY
EOY	20156685	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	18992049	BOY
EOY	19782328	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	29518366	BOY
EOY	33898697	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	67329528	BOY
EOY	73837710	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	69025244	BOY
EOY	76188512	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	958057	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	4566470	ReconciliationUnrealizedInvest
Reconcilation Other Changes	983655	ReconcilationOtherChanges
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)
Community Trust170b1 Avi	X	CommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6189734	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3942859	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2626594	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4176264	CurrentTaxYearMinus1Year
Current Tax Year	5472589	CurrentTaxYear
Total	22408040	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6189734	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3942859	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2626594	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4176264	CurrentTaxYearMinus1Year
Current Tax Year	5472589	CurrentTaxYear
Total	22408040	Total

Field	Value	IRS element (for citing)
Public Support Total170	22408040	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1842553	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1325499	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1768224	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1772752	CurrentTaxYearMinus1Year
Current Tax Year	1699142	CurrentTaxYear
Total	8408170	Total

Field	Value	IRS element (for citing)
Total Support	30816210	TotalSupport
Gross Receipts From Admissions Etc	713656	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.72720	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.71680	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	91	NumberDAFsHeld
Number Funds Held	474	NumberFundsHeld
Donor Advised Contributions	1686616	DonorAdvisedContributions
Contrib To Funds And Other Accounts	3785973	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	2286172	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	2488539	GrantsFundsAndOtherAccounts
Aggregate DAF Value	5662023	AggregateDAFValue
Aggregate Fund Value	62513664	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	28747994	BeginningOfYearBalance
Contributions	2296741	Contributions
Investment Earnings Or Losses	4640676	InvestmentEarningsOrLosses
Grants Or Scholarships	1000807	GrantsOrScholarships
Administrative Expenses	280414	AdministrativeExpenses
End Of Year Balance	34404190	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	45768975	BeginningOfYearBalance
Contributions	180458	Contributions
Investment Earnings Or Losses	-15244853	InvestmentEarningsOrLosses
Grants Or Scholarships	1932525	GrantsOrScholarships
Administrative Expenses	24061	AdministrativeExpenses
End Of Year Balance	28747994	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	44853017	BeginningOfYearBalance
Contributions	401282	Contributions
Investment Earnings Or Losses	4205304	InvestmentEarningsOrLosses
Grants Or Scholarships	2801540	GrantsOrScholarships
Other Expenditures	889088	OtherExpenditures
End Of Year Balance	45768975	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	539603	BeginningOfYearBalance
Contributions	907911	Contributions
Investment Earnings Or Losses	45794353	InvestmentEarningsOrLosses
Grants Or Scholarships	1732447	GrantsOrScholarships
Other Expenditures	656403	OtherExpenditures
End Of Year Balance	44853017	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	1.00000	BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	347519	OtherCostOrOtherBasis
Book Value	347519	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8434872	OtherCostOrOtherBasis
Depreciation	3384993	Depreciation
Book Value	5049879	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	60142	OtherCostOrOtherBasis
Depreciation	54666	Depreciation
Book Value	5476	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4995	OtherCostOrOtherBasis
Depreciation	4995	Depreciation

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	5402874	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	13572908	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	4566470	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	253200	DonatedSrvcAndUseOfFacilities
Other Revenues	19055	OtherRevenues
Revenue Not Rptd F990	4838725	RevenueNotRptdF990
Revenue Subtotal	8734183	RevenueSubtotal
Total Revenue Per Form990	8734183	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	7064726	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	253200	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	253200	ExpensesNotRptdF990
Expenses Subtotal	6811526	ExpensesSubtotal
Other Expenses Not Included	964600	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	964600	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	7776126	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 2D	INCREASE (DECREASE) IN CSV OF LIFE INSURANCE 19,055
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	GRANTS PAYABLE ACCRUALS/ADJUSTMENT 0
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 4B	GRANTS/GIFTS PAID VS ACCRUED 964,600

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (65 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant
AMERICAN RED CROSS
6730 ROOSEVELT AVE STE 400	FRANKLIN	OH	45005	530196605	23065
ANIMAL FRIENDS HUMANE SOCIETY
1820 HAMILTON PRINCETON RD	HAMILTON	OH	45011	310588218	77350
ARTHRITIS FOUNDATION
7124 MIAMI AVE	CINCINNATI	OH	45243	316043937	5739
BAD GIRL VENTURES
22 W 12TH ST	CINCINNATI	OH	45202	273218716	50000
BADIN HIGH SCHOOL
571 NEW LONDON RD	HAMILTON	OH	45013	310537113	16950
B'NAI TIKVAH
1054 CENTRAL AVE	LIBERTY TWP	OH	45044		7550
BIG BROTHER & BIG SISTERS OF BUTLER
5539 EUREKA DRIVE	HAMILTON	OH	45011	310846147	43200
BOYS & GIRLS CLUB OF HAMILTON
958 EAST AVE	HAMILTON	OH	45011	310616383	101827
BUTLER COUNTY
130 HIGH ST	HAMILTON	OH	45013	316000061	522125
BUTLER COUNTY CHALLENGER BASEBALL
PO BOX 18748	FAIRFIELD	OH	45018	231688231	6000
BUTLER COUNTY HISTORICAL SOCIETY
327 N SECOND STREET	HAMILTON	OH	45011	316034548	11492
CHRIST CHURCH OF GLENDALE
FOREST AND ERIE AVE	GLENDALE	OH	45249	453582613	320000
CHRIST THE KING JESUIT COLLEGE
5088 W JACKSON BLVD	CHICAGO	IL	60644	264801226	5500
CITY OF HAMILTON
345 HIGH ST	HAMILTON	OH	45011	316000142	17335
COLONIAL FOUNDATION
520 EATON AVE	HAMILTON	OH	45013	311324726	7155
COLUMBUS AREA CHAMBER OF COMMERCE
500 FRANKLIN ST	COLUMBUS	IN	47201	350240270	9000
COLUMBUS INDIANA PHILHARMONIC
315 FRANKLIN ST	COLUMBUS	IN	47201	351178268	7000
COLUMBUS REGIONAL HOSPITAL FOUNDATI
2400 EAST 17TH ST	COLUMBUS	IN	47201	356023714	9200
COMMUNITY SHARES
103 WILLIAM HOWARD TAFT RD	CINCINNATI	OH	45219	311445067	23000
DELTA ZETA FOUNDATION
202 E CHURCH STREET	OXFORD	OH	45056	310940640	25000
EMERGENCY MONEY FUND
3114 MORMAN RD	HAMILTON	OH	45013	237425112	42247
FAIRFIELD COMMUNITY FOUNDATION
5350 PLEASANT AVE	FAIRFIELD	OH	45014	311625750	21725
FIRST BAPTIST CHURCH
1501 PYRAMID HILL BLVD	HAMILTON	OH	45013	310558447	5205
FIRST UNITED METHODIST CHURCH
225 LUDLOW ST	HAMILTON	OH	45011	310543278	8183
FITTON CENTER FOR CREATIVE ARTS
101 S MONUMENT ST	HAMILTON	OH	45011	310736673	404090
FT HAMILTON HOSPITAL FOUNDATION
630 EATON AVE	HAMILTON	OH	45013	310536662	682625
GREAT MIAMI RIVER DAYS EVENT
210 N SECOND ST	HAMILTON	OH	45011	316038277	46917
GREAT MIAMI ROWING CENTER
426 A MAIN STREET	HAMILTON	OH	45013	260718870	18150
GREAT MIAMI VALLEY YMCA
105 N SECOND ST	HAMILTON	OH	45011	310536719	35642
HAMILTON CITY SCHOOLS
533 DAYTON ST	HAMILTON	OH	45011	316000818	48914
HAMILTON JUNIOR WOMEN'S LEAGUE
81 HEATHWOOD AVE	HAMILTON	OH	45013	311125164	5800
HAMILTON LIVING WATER MINISTRY
734 SYCAMORE ST	HAMILTON	OH	45011	262606598	6283
HAMILTON OHIO CITY SCUPTURE
ONE HIGH ST	HAMILTON	OH	45011	311744687	24800
HAMILTON PARKS & RECREATION
345 HIGH ST	HAMILTON	OH	45011	311636139	43091
HAMILTON SCHOOLS MOBILE PROJECT
533 DAYTON ST	HAMILTON	OH	45011	316000818	7500
HAMILTON-FAIRFIELD SYMPHONY ORCHEST
ONE HIGH ST	HAMILTON	OH	45011	316053052	40944
HAVEN HOUSE
550 HIGH ST	HAMILTON	OH	45011	311356432	10612
HONOR AND REMEMBER
PO BOX 13079	HAMILTON	OH	45013	412277283	10000
HUDSON WEST PRODUCTIONS
6 GLENGARY LN	CROTON ON HUDSON	NY	10520	222663064	100000
INDIANAPOLIS PARKS FOUNDATION
615 N ALABAMA ST	INDIANAPOLIS	IN	46204	351860468	11500
JOURNAL NEWS FOOD RELIEF FUND
PO BOX 421545	MIDDLETOWN	OH	45042	310744948	20000
JUNIOR ACHIEVEMENT OF OKI
644 LINN STREET	CINCINNATI	OH	45203	320014307	13431
LEGAL AID SOCIETY
215 E 9TH ST STE 200	CINCINNATI	OH	45202	310536673	20000
MERCY FRANCISCAN AT AT RAPHAEL
610 HIGH ST	HAMILTON	OH	45011	202934871	21503
MERCY HEALTH PARTNERS FOUNDATION
4600 MCAULEY PLACE - 5TH FLOOR	CINCINNATI	OH	45242	311217563	400000
MIAMI UNIVERSITY FOUNDATION
725 E CHESTNUT ST	OXFORD	OH	45056	316026014	250000
MIAMI UNIVERSITY HAMILTON
1601 UNIVERSITY BLVD	HAMILTON	OH	45011	316402089	78472
MIAMI VALLEY COUNCIL BOY SCOUTS OF
3500 PENTAGON PARK BLVD SUITE 500	BEAVERCREEK	OH	45431	310537124	15000
NEW LIFE VINEYARD CHURCH
2470 PRINCETON RD	HAMILTON	OH	45011	311338711	20000
OCEAN REEF FOUNDATION
200 ANCHOR DR	KEY LARGO	FL	33037	650509255	20000
PARACHUTE
282 FAIR AVE	HAMILTON	OH	45011	311230170	34750
PEOPLE WORKING COOPERATIVELY INC
4612 PADDOCK RD	CINCINNATI	OH	45229	310859104	25000
PRIMARY HEALTH SOLUTIONS
210 S SECOND ST	HAMILTON	OH	45011	311694200	61233
PYRAMID HILL SCULPTURE PARK & MUSEU
1763 HAMILTON-CLEVES RD	HAMILTON	OH	45013	311439692	147400
SELF INC
PO BOX 1322	HAMILTON	OH	45012	311445223	10500
SHARED HARVEST FOODBANK
5901 DIXIE HIGHWAY	FAIRFIELD	OH	45014	311096571	6100
ST JULIE BILLIART PARISH
224 DAYTON ST	HAMILTON	OH	45011	311239981	37025
ST PETER'S IN CHAINS SCHOOL
382 LIBERTY AVE	HAMILTON	OH	45013	310537055	15300
TEACH FOR AMERICA
315 W 36TH ST 8TH FLOOR	NEW YORK	NY	10018	133541913	20000
THE CENTER FOR PERFORMING ARTS
355 W CITY CENTER DR	CARMEL	IN	46032	203901164	800000
THE NATIONAL CENTER FOR COLLEGE CO
15 WEST FRANKLIN ST	GREENCASTLE	IN	46135	352068979	25000
THE PRESBYTERIAN CHURCH
23 SOUTH FRONT ST	HAMILTON	OH	45011	310576677	38275
TRINITY EPISCOPAL CHURCH
115 N SIXTH ST	HAMILTON	OH	45011	310615700	42874
WATER FOR PEOPLE
6666 W QUINCY AVE	DENVER	CO	80235	841166148	7500
YWCA OF HAMILTON
244 DAYTON ST	HAMILTON	OH	45011	310537167	14349

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	270	489791
CANCER ASSISTANCE	44	20452
ORTHODONTIC FUND	15	5640

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	BOARD DESIGNATED GRANTS: ALL RECIPIENTS SIGN A FORM STATING THAT THE FUNDS WILL BE USED FOR SPECIFIC, BOARD DESIGNATED PURPOSES. IN ADDITION, PERIODIC PROGRESS REPORTS ARE REQUIRED.	Explanation

Schedule M IRS990ScheduleM

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	250000	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 (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	THE VOLUNTEERS SERVE IN THE FOUNDATION'S COMMITTEES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	PRESIDENT/CEO, ACCOUNTING MANAGER, AND TREASURER/CHAIR OF THE AUDIT COMMITTEE REVIEW THE FORM 990 PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	AN ANNUAL DISCLOSURE STATEMENT MUST BE SIGNED. THE BOARD REVIEWS NEW SITUATIONS IN LIGHT OF THE POLICIES.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE BOARD REVIEWS THE COMPENSATION PACKAGE AND SETS GOALS FOR THE YEAR. THE BOARD USES COMPARABILITY DATA AND NATIONAL SURVEYS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	INCREASE (DECREASE) IN CSV OF LIFE INSURANCE 19,055 GRANTS PAYABLE ACCRUALS/ADJUSTMENT 0 GRANTS/GIFTS PAID VS ACCRUED 964,600

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	HFC PROPERTIES LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Field	Value	IRS element (for citing)
EIN	203174567	EIN
Primary Activities	PROP MGT	PrimaryActivities
Legal Domicile State	OH	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA