2012-10-02T10:57:09-05:00 2011-12-31 310918847 Taylor ApplegateHughes & Assoc Ltd 629 E High St Springfield OH 45505 990 2011-01-01 237372791 Yellow Springs Community Foundation YELL 9377672655 PO Box 55 Yellow Springs OH 45387 Bruce Bradtmiller 9377672655 2012-09-05 1 Keith O Applegate P00503759 9373251538 2012-08-24 2011 2016-02-24 21:20:13Z Bruce Bradtmiller PO Box 55 Yellow Springs OH 45387 896591 0 X www.yscf.org X 1974 OH 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. 9 8 2 0 400 0 3673740 160044 0 0 165149 57258 400 400 3839289 217702 75633 135330 0 0 17321 16883 0 0 447 39342 45240 132296 197453 3706993 20249 7201332 7239656 767264 785339 6434068 6454317 X 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. 0 0 170443 135330 Benefits the citizens of Yellow Springs and Miami Township by awarding grants to other non-profit organizations and scholarships to students. 170443 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X Perry M Stewart Asst Treasurer 9377674541 PO Box 55 Yellow Springs OH 45387 X Dave Wishart 3.00 X X 0 0 0 Bruce Bradtmiller 5.00 X X 0 0 0 Susan Miller 2.00 X 0 0 0 Jane Scott 4.00 X X 0 0 0 Jane Baker 2.00 X X 0 0 0 Maureen Lynch 2.00 X 0 0 0 Joan Ackerman 2.00 X 0 0 0 Mary Fisher 2.00 X 0 0 0 Sterling Wiggins 2.00 X 0 0 0 Perry M Stewart 3.00 X 0 0 0 0 0 0 0 0 0 0 0 160044 160044 194039 194039 -3054 -3054 545099 63 678889 -133790 63 -133727 -133727 Trustee Fee 525920 400 400 400 217702 57258 400 0 135330 135330 15590 15590 1293 1293 4100 2050 2050 32283 32283 1129 1129 887 887 2599 2152 447 250 250 1560 780 780 536 536 Insurance 1101 1101 Membership Dues 595 595 Filing Fees 200 200 197453 170443 26563 447 756537 820323 6427295 6401833 17500 17500 7201332 7239656 767264 785339 767264 785339 X 0 0 0 0 6434068 6454317 6434068 6454317 7201332 7239656 20249 0 X 0 0 0 X 73456 217690 387494 3673740 159549 4511929 73456 217690 387494 3673740 159549 4511929 109650 4402279 81950 101595 34655 148007 193868 560075 400 400 3202 1262 571 5835 5077839 0.86700 0.17570 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 544638 534379 0 6272819 109300 -6615 82178 0 43554 6249772 2544503 3639016 164242 74183 759 6272819 2180563 354768 81629 71891 566 2544503 2032288 172464 67050 91239 2180563 0 0 0 Agency Funds 785339 785339 217702 197453 20249 20249 217702 0 217702 0 217702 197453 0 197453 0 197453 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. Description of Uncertain Tax Positions Under FIN 48: 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. 1 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 501(c)(3) 7525 FMV $1,550 Orfeo project; $3,000 YS Experience 2011; $1,100 Fellowship grant; $1,875 Community ChorusRehabilitation/Skilled Unit project Yellow Springs Home Inc PO Box 503 Yellow Springs OH 45387 311656193 501(c)(3) 12100 FMV $11,000 2 rehab projects; $1,100 fellowship grant Yellow Springs Senior Citizens Inc 227 Xenia Ave Yellow Springs OH 45387 310622323 501(c)(3) 11990 FMV $4,350 volunteer medical escort; $1,320 fellowship grant; $6,320 architectural program development Awards and scholarships for students in the Yellow Springs Exempted Village School District 7 5650 FMV Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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.