COSHOCTON FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COSHOCTON FOUNDATION (EIN 31-6064567)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-03-05
- IRS object ID
- 201340649349300319
- Schema version
- 2011v1.2
- 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 | 2013-03-05T16:01:45-04:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jason R Bradford CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1075 | AddressLine1 |
| City | Coshocton | City |
| State | OH | State |
| ZIP Code | 43812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316064567 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COSHOCTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COSH | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 4TH STREET PO BOX 55 | AddressLine1 |
| City | COSHOCTON | City |
| State | OH | State |
| ZIP Code | 43812 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN THOMPSON | Name |
| Title | TREASURER | Title |
| Phone | 7406220010 | Phone |
| Date Signed | 2013-02-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jason Bradford | Name |
| Phone | 7406223347 | Phone |
| Date Prepared | 2013-02-19 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN THOMPSON | NameOfPrincipalOfficerPerson |
| Gross Receipts | 2494422 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COSHOCTONFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | COMMUNITY FOUNDATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6330252 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1716723 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 634636 | InvestmentIncomePriorYear |
| Investment Income Current Year | 777699 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6964888 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2494422 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 525043 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 539479 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 118200 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 121351 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 114784 | OtherExpensePriorYear |
| Other Expenses Current Year | 118411 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 758027 | TotalExpensesPriorYear |
| Total Expenses Current Year | 779241 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6206861 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1715181 | RevenuesLessExpensesCY |
| Total Assets BOY | 21960763 | TotalAssetsBOY |
| Total Assets EOY | 25437563 | TotalAssetsEOY |
| Total Liabilities BOY | 127485 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 116953 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21833278 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25320610 | NetAssetsOrFundBalancesEOY |
| Mission Description | COMMUNITY FOUNDATION | MissionDescription |
| Expense | 510230 | Expense |
| Description | GRANTS MADE FROM UNRESTRICTED FUND WERE 150000 GRANTS MADE FROM TEMP RESTRICTED FUNDSWERE162706 SCHOLARSHIPS AWARDED WERE 197524 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2449 | Expense |
| Description | SUPPORT OF THE YOUTH FOUNDATION PROGRAM TEACHING LOCAL YOUTH THE VALUE OF PARTICIPATING IN PHILANTHROPIC ACTIVITY | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26700 | Expense |
| Description | SUPPORT OF THE LEADERSHIP PROGRAM EDUCATING COMMUNITY MEMBERS LEADERSHIP QUALITIES AND HOW TO UTILIZE THE RESOURCES OF THE COMMUNITY FOR IMPROVEMENT | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXPENSE RELATES TO ALLOCATED COSTS TO PROGRAM SERVICES AND IN ADDITION SUPPORTING ACTIVITIES RELATED TO YOUTH AND ADULT LEADERSHIP | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 52744 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 592123 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | 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 | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | 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 |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | 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 | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHLEEN THOMPSON | NamePerson |
| Telephone Number | 7406220010 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 4TH STREET PO BOX 55 | AddressLine1 |
| City | COSHOCTON | City |
| State | OH | State |
| ZIP Code | 43812 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRUCE WALLACE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| KATHLEEN THOMPSON | |||||||
| TREASURER | 40.00 | X | 51385 | 0 | X | X | |
| LEE WISE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| SALLY BULLENS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 51385 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1716723 | AllOtherContributions |
| Total Contributions | 1716723 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 777699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 777699 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2494422 | TotalRevenueColumn |
| Related Or Exempt Function Income | 777699 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539479 | Total |
| Program Services | 539479 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51385 | Total |
| Program Services | 30831 | ProgramServices |
| Management And General | 20554 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60770 | Total |
| Program Services | 12154 | ProgramServices |
| Management And General | 48616 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9196 | Total |
| Program Services | 3096 | ProgramServices |
| Management And General | 6100 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7953 | Total |
| Management And General | 7953 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26402 | Total |
| Management And General | 26402 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616 | Total |
| Management And General | 1616 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3520 | Total |
| Management And General | 3520 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441 | Total |
| Management And General | 441 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7137 | Total |
| Management And General | 7137 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13197 | Total |
| Management And General | 13197 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7009 | Total |
| Management And General | 7009 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ALUMNI AND LEADERSHIP | 6563 | 6563 | |
| REPAIRS AND MAINTENANCE | 7492 | 7492 | |
| UTILITIES & PHONE | 8591 | 8591 | |
| POSTAGE | 3826 | 3826 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24664 | Total |
| Management And General | 24664 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779241 | Total |
| Program Services | 592123 | ProgramServices |
| Management And General | 187118 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47385 | BOY |
| EOY | 118496 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5112000 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 725286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 405317 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317351 | BOY |
| EOY | 319969 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15884787 | BOY |
| EOY | 24270341 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599240 | BOY |
| EOY | 728757 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21960763 | BOY |
| EOY | 25437563 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3740 | BOY |
| EOY | 4501 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123745 | BOY |
| EOY | 112452 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127485 | BOY |
| EOY | 116953 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7571450 | BOY |
| EOY | 8371479 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13259803 | BOY |
| EOY | 15947106 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002025 | BOY |
| EOY | 1002025 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21833278 | BOY |
| EOY | 25320610 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21960763 | BOY |
| EOY | 25437563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1715181 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1772151 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
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 | 276950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 256404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 732145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6112511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1703791 | CurrentTaxYear |
| Total | 9081801 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 276950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 256404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 732145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6112511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1703791 | CurrentTaxYear |
| Total | 9081801 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6068137 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3013664 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1073419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 477486 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 496802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 634636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 777699 | CurrentTaxYear |
| Total | 3460042 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12541843 | TotalSupport |
| Public Support Pertcentage170 | 0.24030 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.23990 | PublicSupportPertcentPriorYear |
| Private Foundation170 | X | PrivateFoundation170 |
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 | 124 | NumberDAFsHeld |
| Donor Advised Contributions | 1679811 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 490168 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 15947106 | AggregateDAFValue |
| 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 | 1002025 | BeginningOfYearBalance |
| End Of Year Balance | 1002025 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1002025 | BeginningOfYearBalance |
| End Of Year Balance | 1002025 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 84145 | InvestmentCostOrOtherBasis |
| Book Value | 84145 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 464507 | InvestmentCostOrOtherBasis |
| Depreciation | 244720 | Depreciation |
| Book Value | 219787 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 168956 | InvestmentCostOrOtherBasis |
| Depreciation | 153442 | Depreciation |
| Book Value | 15514 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 7678 | InvestmentCostOrOtherBasis |
| Depreciation | 7155 | Depreciation |
| Book Value | 523 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 319969 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BROKERAGE DEPOSITS | Description |
| Book Value | 728757 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 728757 | TotalOfBookValueSecurities |
| Total Revenue | 2494422 | TotalRevenue |
| Total Expenses | 779241 | TotalExpenses |
| Excess Or Deficit For Year | 1715181 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1772151 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1772151 | TotalAdjustments |
| Excess Or Deficit Per FS | 3487332 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4266573 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1772151 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1772151 | RevenueNotRptdF990 |
| Revenue Subtotal | 2494422 | RevenueSubtotal |
| Total Revenue Per Form990 | 2494422 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 779241 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 779241 | ExpensesSubtotal |
| Total Expenses Per Form990 | 779241 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring procedures (Part I, line 2) | Identifier |
| Explanation | THE PUBLIC FOUNDATION UTILIZES LOCAL COMMUNTIY MEMEBRS ON THEIR GRANT AND SCHOLARSHIP COMMITTEES. GRANTS AND SCHOLARSHIPS THAT ARE AWARDED TO THE VARIOUS ORGANIZATIONS REQUIRE THOROUGH DOCUMENTATION AND SUPPORT FOR AWARDS. IN ADDITION, THE FOUNDATION REQUIRES ORGAINIZATIONS THAT RECEIVED GRANTS AND AWARDS TO PROVIDE DOCUMENTATION TO THE FOUNDATION TO SUPPORT THE EXPENDITURE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Form 990 governing body review (Part VI, line 11) | THE ORGANIZATION REVIEWS THE 990 AT THEIR MONTHLY BOARDMEETINGIN ADDITION EXECUTIVE DIRECTOR REVIEWS 990 WITH THE BOARD OF TRUSTEES |
| 02. Conflict of interest policy compliance (Part VI, line 12c) | THE ORGANIZATION REQUIRES ALL BOARD MEMBERS AND COMMITTEE MEMBERS TO ANNUALLY DISCLOSE AND SIGN CONFLICT OF INTEREST POLICY IN ADDITION IT IS COMMUNICATED TO THESE INDIVIDUALS THAT ANY CHANGES PRIOR TO THE ANNUAL REVIEW SHOULD BE COMMUNICATED TO THE DIRECTOR AS WELL AS THE BOARD OF TRUSTEES |
| 03. CEO, executive director, top management comp (Part VI, line 15a) | BOARD OF TRUSTEES REVIEW ALL PERTINENT DATA AND PERFORM AN EVALUATION OF PERFORMANCE |
| 04. Governing documents, etc, available to public (Part VI, line 19) | AN ANNUAL AUDITED FINANCIAL STATEMENT IS PREPARED AND DISTRIBUTED THROUGHOUT THE COMMUNITY IN ADDITION AN ANNUAL COMMUNITY MEETING IS HELD IN WHICH AUDITED FINANCIAL RESULTS ARE PRESENTED WITH OPPORTUNITY FOR QUESTIONS ALL OTHER DOCUMENTA ARE PRESENTED UPON REQUEST |
| 05. Explanation of other changes in net assets or fund balances (Part XI, line 5) | UNREALIZED GAIN ON INVESTMENTS XXX-XX-XXXX |
Comments