TUSCARAWAS COUNTY COMMUNITY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TUSCARAWAS COUNTY COMMUNITY FOUNDATION (EIN 34-1930804)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-20
- IRS object ID
- 201201729349100000
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-20T07:08:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE & NEIDENTHAL INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3034 N WOOSTER AVE | AddressLine1 |
| City | DOVER | City |
| State | OH | State |
| ZIP Code | 446221812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341930804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUSCARAWAS COUNTY COMMUNITY FOUNDAT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TUSC | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 523 | AddressLine1 |
| City | NEW PHILADELPHIA | City |
| State | OH | State |
| ZIP Code | 44663 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT ROBINSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2012-05-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW D NEIDENTHAL | Name |
| Phone | 3303647774 | Phone |
| Date Prepared | 2012-06-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8068309 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 202993 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 32658 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 32658 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 149301 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 149301 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19918 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5628155 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 53443 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 404870 | TotalRevenueAndExpenses |
| Total Net Investment Income | 235402 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 6695 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 6695 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 258 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 1200 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 1200 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 519 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 519 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 7205 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 7205 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 92455 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60870 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 31585 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 108332 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 60870 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 47204 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 341758 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 341758 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 450090 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 60870 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 388962 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45220 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 174532 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14273 | CashBOY |
| Cash EOY | 8791 | CashEOY |
| Cash EOYFMV | 8790 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2104165 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 692402 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 692402 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig EOY | 448387 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 431475 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 745077 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 744825 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 854992 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 659735 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 558734 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 574859 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 4845950 | InvestmentsOtherBOY |
| Investments Other EOY | 5869598 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5502291 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 6461 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 6276 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 442 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 185 | LandBuildingAndEquipmentEOY |
| Other Assets BOY | 2000 | OtherAssetsBOY |
| Other Assets EOY | 3500 | OtherAssetsEOY |
| Other Assets EOYFMV | 3500 | OtherAssetsEOYFMV |
| Total Assets BOY | 8371642 | TotalAssetsBOY |
| Total Assets EOY | 8326422 | TotalAssetsEOY |
| Total Assets EOYFMV | 8068309 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1051972 | UnrestrictedBOY |
| Unrestricted EOY | 1145716 | UnrestrictedEOY |
| Permanently Restricted BOY | 7319670 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 7180706 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 8371642 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8326422 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8371642 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8326422 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8371642 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45220 | ExcessOfRevenueOverExpenses |
| Subtotal | 8326422 | Subtotal |
| Total Net Assets Fund Balances EOY | 8326422 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 53443 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8720453 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7938241 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.098537 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8200028 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 637240 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 12.868037 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 483749 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 475951 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 478768 | QualifyingDistributionsYear5 |
| Total Distribution Ratio | 13.966574 | TotalDistributionRatio |
| Average Distribution Ratio | 6.983287 | AverageDistributionRatio |
| Net Noncharitable Assets | 7935179 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55413632 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1745 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55415377 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8702908 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3491 | InvestmentIncomeExciseTax |
| Subtotal | 3491 | Subtotal |
| Tax Based On Investment Income | 3491 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3500 | TotalCreditsAndPayments |
| Overpayment | 9 | Overpayment |
| Amount Credited To Next Year | 9 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | TUSCFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | SCOTT ROBINSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3306026264 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2172 WILLOW GLEN | AddressLine1 |
| City | DOVER | City |
| State | OH | State |
| ZIP Code | 44622 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALAN BAMBECK | ||||||||
| 2405 RIDGEWOOD DRIVE NW | DOVER | OH | 44622 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ROBERT GERBER | ||||||||
| PO BOX 38 | DOVER | OH | 44622 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SCOTT ROBINSON | ||||||||
| 2172 WILLOW GLEN | DOVER | OH | 44622 | EXECUTIVE DI | 2.00 | 0 | 0 | 0 |
| BLAIR HILLYER | ||||||||
| 105 GRANT ST | DENNISON | OH | 44621 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KAREN JENKINS | ||||||||
| 1317 VALLEY ROAD NW | NEW PHILADELPHIA | OH | 44663 | VICE PRESIDE | 0.00 | 0 | 0 | 0 |
| JANINE GARBER | ||||||||
| 483 W 3RD STREET | DOVER | OH | 44622 | TREASURER | 0.00 | 0 | 0 | 0 |
| MATTHEW MULLEN | ||||||||
| 158 NORTH BROADWAY ST | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| RENEE BROWN PARKER | ||||||||
| 3411 EICHEL RD SW | NEW PHILADELPHIA | OH | 44663 | SECRETARY | 0.00 | 0 | 0 | 0 |
| JOHN BEITZEL | ||||||||
| 554 DONALD DRIVE SW | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KENT WATSON | ||||||||
| 1723 ROLLAND AVE NE | NEW PHILADELPHIA | OH | 44663 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LONGBRIDGE-1830 | Description1 |
| Amount1 | 3088191 | Amount1 |
| Description2 | HUNTINGTON | Description2 |
| Amount2 | 2030486 | Amount2 |
| All Oth Prog Rltd Investments Total | 3195269 | AllOthProgRltdInvestmentsTotal |
| Total | 8313946 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8056019 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8056019 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8056019 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 120840 | CashDeemedCharitable |
| Net Noncharitable Assets | 7935179 | NetNoncharitableAssets |
| Minimum Investment Return | 396759 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 396759 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3491 | TaxBasedOnInvestmentIncome |
| Total Tax | 3491 | TotalTax |
| Distributable Amount Before Adj | 393268 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 393268 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 393268 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 388962 | ExpensesAndContributions |
| Program Related Investments Total | 8313946 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8702908 | QualifyingDistributions |
| Adj Qualifying Distributions | 8702908 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 393268 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 480643 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 487347 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8170728 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8326820 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 17465538 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8702908 | QualifyingDistributions |
| Applied To Current Year | 393268 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8309640 | RemainingDistriFromCorpus |
| Total Corpus | 25775178 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 25775178 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 480643 | ExcessFromYear4 |
| Excess From Year3 | 487347 | ExcessFromYear3 |
| Excess From Year2 | 8170728 | ExcessFromYear2 |
| Excess From Year1 | 8326820 | ExcessFromYear1 |
| Excess From Current Year | 8309640 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| RAINBOW CONNECTION | ||||||
| PO BOX 288 | NEW PHILADELPHIA | OH | 44663 | MEDICAL NEEDS OF CHILDREN AND ADULTS | $10,000 | |
| TRUMPET IN THE LAND | ||||||
| PO BOX 450 | NEW PHILADELPHIA | OH | 44663 | OPERATING EXPENSES | $25,000 | |
| DRESS A CHILD | ||||||
| 206 S JAMES STREET | DOVER | OH | 44622 | BACK TO SCHOOL CLOTHING FOR NEEDY | $25,000 | |
| HOSPICE OF TUSCARAWAS COU | ||||||
| 201 W THIRD | DOVER | OH | 44622 | OPERATING EXPENSES | $10,000 | |
| NEW PHILA QUAKER FOUNDATI | ||||||
| 343 RAY AVE NW | NEW PHILADELPHIA | OH | 44663 | SCHOLARSHIPS | $10,000 | |
| RTY - PARK PLACE | ||||||
| 161 TUSCORA AVE | NEW PHILADELPHIA | OH | 44663 | OPERATING EXPENSES FOR YOUTH AT RISK | $55,000 | |
| BUCKEYE CAREER CENTER | ||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | SCHOLARSHIPS | $10,000 | |
| T4C | ||||||
| 1458 FIFTH ST NW | NEW PHILADELPHIA | OH | 44663 | SHARE A CHRISTMAS | $10,000 | |
| AMERICAN RED CROSS | ||||||
| 113 WEST HIGH AVE | NEW PHILADELPHIA | OH | 44663 | OPERATING EXPENSES | $25,000 | |
| GRACE LUTHERAN CHURC | ||||||
| 216 NORTH WOOSTER | DOVER | OH | 44622 | OPERATING EXPENSES FOR CHURCH ACTIVI | $25,000 | |
| UNITED WAY | ||||||
| PO BOX 525 | NEW PHILADELPHIA | OH | 44663 | TUSCARAWAS COUNTY SERVICES | $25,000 | |
| THE SALVATION ARMY | ||||||
| 301 NORTH WOOSTER | DOVER | OH | 44622 | AID DISADVANTAGED INDIVIDUALS | $5,000 | |
| TUSC CTY HISTORICAL SOCIE | ||||||
| PO BOX 462 | NEW PHILADELPHIA | OH | 44663 | IMPROVEMENT OF CITY HERITAGE | $10,000 | |
| DOVER CITY SCHOOLS | ||||||
| 219 W 5TH ST | DOVER | OH | 44622 | EDUCATIONAL PROGRAMS | $1,000 | |
| INDIAN VALLEY LOCAL SCHOO | ||||||
| PO BOX 171 | GNADENHUTTEN | OH | 44629 | EDUCATIONAL PROGRAMS | $1,000 | |
| NEW PHILA CITY SCHOOLS | ||||||
| 248 FRONT AVE SW | NEW PHILADELPHIA | OH | 44663 | EDUCATIONAL PROGRAMS | $1,000 | |
| STRASBURG FRANKLIN SCHOOL | ||||||
| 140 N BODMER AVE | STRASBURG | OH | 44680 | EDUCATIONAL PROGRAMS | $1,000 | |
| TUSC VALLEY LOCAL SCHOOLS | ||||||
| 2637 TUSCARAWAS VALLEY RD | ZOARVILLE | OH | 44698 | EDUCATIONAL PROGRAMS | $1,000 | |
| CLAYMONT CITY SCHOOLS | ||||||
| 201 N THIRD ST | DENNISON | OH | 44621 | EDUCATIONAL PROGRAMS | $1,000 | |
| TRINITY TWIN CITY HOSPITAL | ||||||
| 819 NORTH ST | DENNISON | OH | 44621 | EQUIPMENT PURCHASE | $5,000 | |
| TUSC COUNTY SAFE KIDS COALITION | ||||||
| 897 E IRON AVE | DOVER | OH | 44622 | EDUCATIONAL PROGRAMS & CAR SEATS | $5,850 | |
| FRIENDS OF THE HOMELESS OF TUSC CTY | ||||||
| 211 E HIGH AVE | NEW PHILADELPHIA | OH | 44663 | FRONT PORCH CONSTRUCTION | $6,848 | PO BOX 466 |
| HORIZONS INC | ||||||
| 201 W OHIO AVE | DOVER | OH | 44622 | INSTALLATION OF CEMENT SLAB | $1,600 | |
| LITTLE THEATRE OF TUSC CTY | ||||||
| 466 CARRIE AVE NW | NEW PHILADELPHIA | OH | 44663 | PAINTING & RENOVATION | $2,200 | PO BOX 53 |
| NEWCOMSERTOWN FIRE DEPT | ||||||
| 1066 E STATE ST | NEWCOMERSTOWN | OH | 43832 | LOCKERS | $5,000 | PO BOX 29 |
| TUNNEL HILL COMMUNITY CENTER | ||||||
| 112 E MAPLE ST | STONE CREEK | OH | 43840 | RESTROOM PROJECT | $7,000 | PO BOX 84 |
| TRUMPET IN THE LAND | ||||||
| PO BOX 450 | NEW PHILADELPHIA | OH | 44663 | HNB UNRESTRICTED | $25,000 | |
| TUSC COUNTY HUMANE SOCIETY | ||||||
| 6895 DOVER-ZOAR RD | DOVER | OH | 44622 | STEEL CAGES FOR ANIMALS | $4,000 | |
| TUSC COUNTY YMCA | ||||||
| 600 MONROE ST | DOVER | OH | 44622 | HEALTH & WELLNESS SUMMIT | $3,000 | |
| TUSC COUNTY YMCA | ||||||
| 600 MONROE ST | DOVER | OH | 44622 | PRIOR CONSTRUCTION PROJECT | $5,000 | |
| TUSC COUNTY PUBLIC LIBRARY | ||||||
| 121 FAIR AVE NW | NEW PHILADELPHIA | OH | 44663 | MASONRY REPAIR PROJECT | $10,000 | |
| VILLAGE OF GNADENHUTTEN | ||||||
| 131 S WALNUT ST | GNADENHUTTEN | OH | 44629 | RADAR GUN | $5,885 | PO BOX 68 |
| VILLAGE OF NEWCOMERSTOWN | ||||||
| 124 W CHURCH ST | NEWCOMERSTOWN | OH | 43832 | WATER FOUNTAIN INSTALLATION | $4,375 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 341758 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 32658 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 149301 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 19918 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 201877 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 201877 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DONALD FREASE FOUNDATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 232 W THIRD STREET | AddressLine1 |
| City | DOVER | City |
| State | OH | State |
| ZIP Code | 44622 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 196468 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $6,695 | Amount |
| Disbursements Charitable Prps | 6695 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (10 entries)
| ALAN BAMBECK |
| ROBERT GERBER |
| SCOTT ROBINSON |
| BLAIR HILLYER |
| KAREN JENKINS |
| JANINE GARBER |
| MATTHEW MULLEN |
| RENEE BROWN PARKER |
| JOHN BEITZEL |
| KENT WATSON |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| USED DESK AND CREDENZA | 2001-07-17 | 1195 | 1125 | S/L | 10.0000 | 70 |
| USED CHAIR | 2001-07-17 | 169 | 159 | S/L | 10.0000 | 10 |
| 2 USED SIDE CHAIRS | 2001-07-17 | 138 | 130 | S/L | 10.0000 | 8 |
| USED FIRE FILE | 2001-07-17 | 695 | 654 | S/L | 10.0000 | 41 |
| GATEWAY COMPUTER & PRINTER | 2001-08-23 | 2045 | 2045 | S/L | 5.0000 | |
| CALCULATER (LLEWELLYNS) | 2001-09-25 | 79 | 73 | S/L | 10.0000 | 6 |
| NEW DESKTOP AND NOTEBOOK | 2008-02-19 | 2140 | 1832 | 200DB | 5.0000 | 123 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (46 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| PUTNAM ABSOLUTE RETURN 100 FUND | 2011-01 | PURCHASE | 2011-09 | 150000 | 151613 | -1613 |
| ALABAMA POWER CO SR NT SER GG | 2010-01 | PURCHASE | 2011-01 | 24850 | 25205 | -355 |
| SUNAMERICA FOCUSED | 2010-12 | PURCHASE | 2011-03 | 148033 | 132389 | 15644 |
| BLACKROCK ENERGY & RESOURCES | 2010-12 | PURCHASE | 2011-03 | 137473 | 134428 | 3045 |
| VIRTUS REAL ESTATE SECURITIES | 2011-01 | PURCHASE | 2011-03 | 136557 | 132668 | 3889 |
| BLACKROCK ENERGY & RESOURCES | 2010-12 | PURCHASE | 2011-03 | 140894 | 134429 | 6465 |
| COLUMBIA SELIGMAN GLOBAL | 2010-12 | PURCHASE | 2011-03 | 132000 | 135220 | -3220 |
| OPPENHEIMER COMMODITY STRATEGY | 2010-12 | PURCHASE | 2011-04 | 149294 | 133598 | 15696 |
| PURDENTIAL JENNISON SMALL COMPANY | 2010-12 | PURCHASE | 2011-04 | 142532 | 131160 | 11372 |
| FIDELITY CAPITAL & INCOME | 2010-12 | PURCHASE | 2011-04 | 141271 | 134486 | 6785 |
| YACKTMAN FUND | 2011-01 | PURCHASE | 2011-05 | 141094 | 132616 | 8478 |
| FIDELITY ADVISOR INDUSTRIALS | 2011-02 | PURCHASE | 2011-05 | 140867 | 136449 | 4418 |
| DWS LATIN AMERICA EQUITY FUND | 2011-03 | PURCHASE | 2011-05 | 141670 | 147177 | -5507 |
| DWS GOLD & PRECIOUS METALS FUND | 2011-03 | PURCHASE | 2011-05 | 133919 | 138787 | -4868 |
| FIRST EAGLE GOLD FUND | 2011-03 | PURCHASE | 2011-06 | 145462 | 142980 | 2482 |
| NEUBERGER BERMAN HIGH INCOME BOND FU | 2011-02 | PURCHASE | 2011-06 | 136179 | 136629 | -450 |
| OPPENHEIMER DEVELOPING MARKETS FUND | 2011-04 | PURCHASE | 2011-06 | 144039 | 148564 | -4525 |
| T ROWE PRICE US TREASURY LT FUND | 2011-03 | PURCHASE | 2011-06 | 143380 | 142925 | 455 |
| GAMCO WESTWOOD BALANCED FUND | 2011-05 | PURCHASE | 2011-07 | 143258 | 145043 | -1785 |
| AMERICAN CENTURY INVESTMENTS ZERO CO | 2011-05 | PURCHASE | 2011-07 | 135446 | 133061 | 2385 |
| T ROWE PRICE US TREASURY LT FUND | 2011-03 | PURCHASE | 2011-07 | 146276 | 143320 | 2956 |
| VANGUARD LT US TREASURY FUND | 2011-03 | PURCHASE | 2011-07 | 135018 | 130626 | 4392 |
| INVESCO GLOBAL HEALTH CARE FUND | 2011-05 | PURCHASE | 2011-08 | 136445 | 142460 | -6015 |
| OPPENHEIMER GLOBAL FUND | 2011-05 | PURCHASE | 2011-08 | 117991 | 140233 | -22242 |
| T ROWE PRICE US TREASURY | 2011-03 | PURCHASE | 2011-08 | 444 | 411 | 33 |
| VANGUARD LT US TREASURY FUND | 2011-03 | PURCHASE | 2011-08 | 382 | 367 | 15 |
| FRANKLIN BIOTECHNOLOGY DISCOVERY FUN | 2011-04 | PURCHASE | 2011-08 | 124910 | 142976 | -18066 |
| BLACKROCK ENERGY & RESOURCES PORTFOL | 2011-08 | PURCHASE | 2011-08 | 122571 | 145544 | -22973 |
| LOOMIS SAYLES BOND FUND | 2011-04 | PURCHASE | 2011-08 | 137288 | 142727 | -5439 |
| PERMANENT PORTFOLIO FUND | 2011-08 | PURCHASE | 2011-09 | 133826 | 134343 | -517 |
| BLACKROCK GLOBAL ALLOCATION FUND | 2011-08 | PURCHASE | 2011-09 | 121920 | 122571 | -651 |
| AMERICAN CENTURY INVESTMENTS ZERO CO | 2011-07 | PURCHASE | 2011-10 | 149323 | 143318 | 6005 |
| SUNAMERICA FOCUSED SMALL CAP | 2011-08 | PURCHASE | 2011-10 | 107022 | 142541 | -35519 |
| RYDEX SERIES TRUST GOVT LONG BOND | 2011-09 | PURCHASE | 2011-10 | 118375 | 121366 | -2991 |
| AMERICAN CENTURY INVESTMENTS ZERO CO | 2011-10 | PURCHASE | 2011-10 | 147859 | 135784 | 12075 |
| FIDELITY SELECT LEISURE PORTFOLIO | 2011-06 | PURCHASE | 2011-10 | 135970 | 143535 | -7565 |
| RYDEX SERIES TRUST GOVERNMENT LONG B | 2011-09 | PURCHASE | 2011-10 | 137612 | 132618 | 4994 |
| DWS GOLD & PRECIOUS METALS FUND | 2011-03 | PURCHASE | 2011-10 | 119425 | 135446 | -16021 |
| PIMCO LT US GOVT FUND | 2011-08 | PURCHASE | 2011-10 | 147958 | 136439 | 11519 |
| RYDEX SERIES TRUST GOVT LONG BOND | 2011-09 | PURCHASE | 2011-11 | 88 | 87 | 1 |
| YACHTMAN FUND | 2011-01 | PURCHASE | 2011-11 | 116778 | 117401 | -623 |
| T ROWE PRICE US TREASURY LT | 2011-03 | PURCHASE | 2011-12 | 140409 | 129553 | 10856 |
| ARIEL APPRECIATION FUND | 2011-10 | PURCHASE | 2011-12 | 105168 | 107602 | -2434 |
| AMERICAN CENTURY INVESTMENTS | 2011-08 | PURCHASE | 2011-12 | 136904 | 136424 | 480 |
| TEMPLETON GLOBAL BOND FUND | 2011-12 | PURCHASE | 2011-12 | 5820 | 5825 | -5 |
| DWS COMMUNICATIONS FUND CL A | 2011-10 | PURCHASE | 2011-12 | 120712 | 125293 | -4581 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | LONGBRIDGE | NameOfBond |
| EOY Book Value | 558734 | EOYBookValue |
| EOYFMV | 574859 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | HUNTINGTON | NameOfStock |
| EOY Book Value | 744825 | EOYBookValue |
| EOYFMV | 854992 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 448387 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 431475 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HUNTINGTON | AT COST | 1255477 | 1221937 |
| UBS | AT COST | ||
| LONGBRIDGE-388 | AT COST | 1010238 | 824981 |
| LONGBRIDGE-1830 | AT COST | 2125532 | 1995696 |
| MID ATLANTIC | AT COST | 1478351 | 1459677 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE EQUIPMENT | 6461 | 6276 | 185 |
| A/D OFFICE EQUIPMENT |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED TAX PAYMENTS | Description |
| BOY Book Value | 2000 | BOYBookValue |
| EOY Book Value | 3500 | EOYBookValue |
| EOYFMV | 3500 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| SCHOLARSHIPS | 18000 | 18000 | |
| UTILITIES | 1319 | 1319 | |
| OFFICE & POSTAGE EXPENSE | 670 | 670 | |
| OHIO FILING FEE | 200 | 200 | |
| FEDERAL INCOME TAX EXPENSE | 3279 | 3279 | |
| TRUSTEE FEES | 60793 | 60793 | |
| WORKERS COMP | 50 | 50 | |
| FOREIGN TAX | 77 | 77 | |
| D & O INSURANCE | 1992 | 1992 | |
| MANGEMENT FEE EXPENSE | 6000 | 6000 | |
| PENALTIES & INTEREST | 75 | 75 |
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