YELLOW SPRINGS COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YELLOW SPRINGS COMMUNITY FOUNDATION (EIN 23-7372791)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-02
- IRS object ID
- 201202769349300415
- 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 | 2012-10-02T10:57:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310918847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taylor ApplegateHughes & Assoc Ltd | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E High St | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 45505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237372791 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yellow Springs Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YELL | NameControl |
| Phone | 9377672655 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Bradtmiller | Name |
| Title | President/Trustee | Title |
| Phone | 9377672655 | Phone |
| Date Signed | 2012-09-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Keith O Applegate | Name |
| PTIN | P00503759 | PTIN |
| Phone | 9373251538 | Phone |
| Date Prepared | 2012-08-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Bruce Bradtmiller | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 896591 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.yscf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To enhance community life in Yellow Springs and Miami Township by providing means for charitable giving and grant making that fund a broad range of activities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 400 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3673740 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 160044 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 165149 | InvestmentIncomePriorYear |
| Investment Income Current Year | 57258 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 400 | OtherRevenuePriorYear |
| Other Revenue Current Year | 400 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3839289 | TotalRevenuePriorYear |
| Total Revenue Current Year | 217702 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 75633 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 135330 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17321 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16883 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 447 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39342 | OtherExpensePriorYear |
| Other Expenses Current Year | 45240 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 132296 | TotalExpensesPriorYear |
| Total Expenses Current Year | 197453 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3706993 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 20249 | RevenuesLessExpensesCY |
| Total Assets BOY | 7201332 | TotalAssetsBOY |
| Total Assets EOY | 7239656 | TotalAssetsEOY |
| Total Liabilities BOY | 767264 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 785339 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6434068 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6454317 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Entrusted with the responsibility of enhancing community life, the Yellow Springs Community Foundation has the following vision: to serve as a catalyst and resource for philanthropy; to build and be stewards of endowments that address the community's evolving needs; to provide flexible and cost-effective ways for donors to improve our community; and to excel in strategic grant making in areas that include arts, culture, education, recreation, scientific research, and social services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 170443 | Expense |
| Grants | 135330 | Grants |
| Description | Benefits the citizens of Yellow Springs and Miami Township by awarding grants to other non-profit organizations and scholarships to students. | Description |
| Total Program Service Expense | 170443 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perry M Stewart Asst Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9377674541 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Dave Wishart | ||||||
| Treasurer/Trustee | 3.00 | X | X | 0 | 0 | 0 |
| Bruce Bradtmiller | ||||||
| Pres/Trustee | 5.00 | X | X | 0 | 0 | 0 |
| Susan Miller | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Jane Scott | ||||||
| V.P./Trustee | 4.00 | X | X | 0 | 0 | 0 |
| Jane Baker | ||||||
| Sec./Trustee | 2.00 | X | X | 0 | 0 | 0 |
| Maureen Lynch | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Joan Ackerman | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Mary Fisher | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Sterling Wiggins | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Perry M Stewart | ||||||
| Asst. Treas./Non-Trustee | 3.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 160044 | AllOtherContributions |
| Total Contributions | 160044 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194039 | TotalRevenueColumn |
| Related Or Exempt Function Income | 194039 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3054 | TotalRevenueColumn |
| Related Or Exempt Function Income | -3054 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 545099 | Securities |
| Other | 63 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 678889 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -133790 | Securities |
| Other | 63 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -133727 | TotalRevenueColumn |
| Related Or Exempt Function Income | -133727 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Trustee Fee | Description |
| Business Code | 525920 | BusinessCode |
| Total Revenue Column | 400 | TotalRevenueColumn |
| Unrelated Business Revenue | 400 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 217702 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 400 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135330 | Total |
| Program Services | 135330 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15590 | Total |
| Management And General | 15590 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293 | Total |
| Management And General | 1293 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4100 | Total |
| Program Services | 2050 | ProgramServices |
| Management And General | 2050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32283 | Total |
| Program Services | 32283 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129 | Total |
| Management And General | 1129 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887 | Total |
| Management And General | 887 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2599 | Total |
| Management And General | 2152 | ManagementAndGeneral |
| Fundraising | 447 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250 | Total |
| Management And General | 250 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1560 | Total |
| Program Services | 780 | ProgramServices |
| Management And General | 780 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536 | Total |
| Management And General | 536 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Insurance | 1101 | 1101 |
| Membership Dues | 595 | 595 |
| Filing Fees | 200 | 200 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197453 | Total |
| Program Services | 170443 | ProgramServices |
| Management And General | 26563 | ManagementAndGeneral |
| Fundraising | 447 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 756537 | BOY |
| EOY | 820323 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6427295 | BOY |
| EOY | 6401833 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17500 | BOY |
| EOY | 17500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7201332 | BOY |
| EOY | 7239656 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767264 | BOY |
| EOY | 785339 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767264 | BOY |
| EOY | 785339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6434068 | BOY |
| EOY | 6454317 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6434068 | BOY |
| EOY | 6454317 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7201332 | BOY |
| EOY | 7239656 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 20249 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 217690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 387494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3673740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 159549 | CurrentTaxYear |
| Total | 4511929 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 217690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 387494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3673740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 159549 | CurrentTaxYear |
| Total | 4511929 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 109650 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4402279 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 81950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 193868 | CurrentTaxYear |
| Total | 560075 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3202 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 571 | CurrentTaxYear |
| Total | 5835 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5077839 | TotalSupport |
| Public Support Pertcentage170 | 0.86700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.17570 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part IV, List of Unusual Grants: Unexpected gifts from trusts of 2 related individuals Date: 06/30/10 Amount: 3551727. Remaining cash grant from trust Date: 07/14/11 Amount: 675. | GeneralExplanation |
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) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 544638 | BeginningBalance |
| Ending Balance | 534379 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6272819 | BeginningOfYearBalance |
| Contributions | 109300 | Contributions |
| Investment Earnings Or Losses | -6615 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 82178 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 43554 | AdministrativeExpenses |
| End Of Year Balance | 6249772 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2544503 | BeginningOfYearBalance |
| Contributions | 3639016 | Contributions |
| Investment Earnings Or Losses | 164242 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 74183 | GrantsOrScholarships |
| Other Expenditures | 759 | OtherExpenditures |
| End Of Year Balance | 6272819 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2180563 | BeginningOfYearBalance |
| Contributions | 354768 | Contributions |
| Investment Earnings Or Losses | 81629 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 71891 | GrantsOrScholarships |
| Other Expenditures | 566 | OtherExpenditures |
| End Of Year Balance | 2544503 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2032288 | BeginningOfYearBalance |
| Contributions | 172464 | Contributions |
| Investment Earnings Or Losses | 67050 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 91239 | GrantsOrScholarships |
| End Of Year Balance | 2180563 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Agency Funds | Description |
| Amount | $785,339 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 785339 | TotalOfAmounts |
| Total Revenue | 217702 | TotalRevenue |
| Total Expenses | 197453 | TotalExpenses |
| Excess Or Deficit For Year | 20249 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 20249 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 217702 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 217702 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 217702 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 197453 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 197453 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 197453 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 1b: | The Foundation is the successor trustee for the Edwin K. Foos Trust. The Foundation manages the investments and determines the annual distributions to the beneficiaries. | |
| Part X: | The Yellow Springs Community Foundation has been granted tax-exempt status under Section 501(c )(3) of the Internal Revenue Code and is, therefore, generally exempt from federal and state income taxes. The Yellow Springs Community Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. Therefore, the Foundation adopted the provisions of Accounting for Uncertainty in Income Taxes. Those provisions clarify the accounting and recognition for income tax positions taken or expected to be taken in the Foundation's annual reporting returns. The Foundation's reporting returns are subject to audit by federal and state taxing authorities. The Foundation's open audit periods are 2008-2010. No income tax provision has been included in the financial statements as the Foundation has determined it does not have unrelated business income subject to taxation. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|
| Yellow Springs Exempted Village School District | ||||||||
| 201 S Walnut St | Yellow Springs | OH | 45387 | 316000874 | 19721 | FMV | Rehabilitation/Skilled Unit project$10,500 Class 2020 Initiative; $1,570 No Child Left Inside; $300 Newspaper; $4,850 MLS Theater; $401 Interest Learning; $500 music workshop; $1,100 fellowship grant; $350 Potterluck Project; $250 YSHS Facilitator | |
| Yellow Springs Arts Council | ||||||||
| PO Box 459 | Yellow Springs | OH | 45387 | 311215024 | 7525 | FMV | $1,550 Orfeo project; $3,000 YS Experience 2011; $1,100 Fellowship grant; $1,875 Community ChorusRehabilitation/Skilled Unit project | 501(c)(3) |
| Yellow Springs Home Inc | ||||||||
| PO Box 503 | Yellow Springs | OH | 45387 | 311656193 | 12100 | FMV | $11,000 2 rehab projects; $1,100 fellowship grant | 501(c)(3) |
| Yellow Springs Senior Citizens Inc | ||||||||
| 227 Xenia Ave | Yellow Springs | OH | 45387 | 310622323 | 11990 | FMV | $4,350 volunteer medical escort; $1,320 fellowship grant; $6,320 architectural program development | 501(c)(3) |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Awards and scholarships for students in the Yellow Springs Exempted Village School District | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 5650 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Foundation's Grant Agreement Letter includes requiring the grantee to file a final report. The Foundation maintains a tracking list for follow-up if the grantee's final report has not been received in a timely manner. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The trustees can review the Form 990 electronically on the secure part of the Foundation's website. Approval can be either electronically or at a regular meeting. |
| Form 990, Part VI, Section B, line 12c | The Foundation Administrator monitors the process of having trustees complete the relevant form. Then the Foundation Administrator reports the disclosures to the trustees who enforce the policy. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
Comments