THE COMMUNITY FOUNDATION OF DELAWARE COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMUNITY FOUNDATION OF DELAWARE COUNTY (EIN 31-1450786)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349302911
- 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 | 2012-11-13T12:57:54-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314419361 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD ST STE 530 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | 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 | 311450786 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF DELAWARE COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 6147642332 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3954 NORTH HAMPTON DR | AddressLine1 |
| City | POWELL | City |
| State | OH | State |
| ZIP Code | 43065 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARLENE A CASINI | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 6147642332 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TJ CONGER CPA | Name |
| PTIN | P00068140 | PTIN |
| Phone | 6142242164 | Phone |
| 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 | MARLENE A CASINI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3954 NORTH HAMPTON DR | AddressLine1 |
| City | POWELL | City |
| State | OH | State |
| ZIP Code | 43065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2386757 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DELAWARECF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O FOR A DESCRIPTION OF THE ORGANIZATION'S MOST SIGNIFICANT ACHIEVEMENTS. THE COMMUNITY FOUNDATION OF DELAWARE COUNTY ENCOURAGES AND ENABLES DONORS TO ACHIEVE PHILANTHROPIC GOALS AND LEAVE A LASTING LEGACY IN DELAWARE COUNTY. THE FOUNDATION MAKES GRANTS TO NONPROFIT ORGANIZATIONS AND SCHOLARSHIPS TO COLLEGES AND UNIVERSITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 732950 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1254551 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 179243 | InvestmentIncomePriorYear |
| Investment Income Current Year | 262837 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 912193 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1521609 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 539498 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 483063 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 155538 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 160769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 80625 | OtherExpensePriorYear |
| Other Expenses Current Year | 85771 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 775661 | TotalExpensesPriorYear |
| Total Expenses Current Year | 729603 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 136532 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 792006 | RevenuesLessExpensesCY |
| Total Assets BOY | 7219936 | TotalAssetsBOY |
| Total Assets EOY | 7671608 | TotalAssetsEOY |
| Total Liabilities BOY | 96313 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 92220 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7123623 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7579388 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COMMUNITY FOUNDATION OF DELAWARE COUNTY ENCOURAGES AND ENABLES DONORS TO ACHIEVE PHILANTHROPIC GOALS AND LEAVE A LASTING LEGACY IN DELAWARE COUNTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 289863 | Expense |
| Grants | 289863 | Grants |
| Description | GRANTS TO NONPROFIT ORGANIZATIONS TO SERVE CITIZENS OF DELAWARE COUNTY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 193200 | Expense |
| Grants | 193200 | Grants |
| Description | 101 SCHOLARSHIPS TO STUDENTS FROM DELAWARE COUNTY FOR HIGHER EDUCATION | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 483063 | 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 | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 1 | 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 | 4 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FRANK BERGER | NamePerson |
| Telephone Number | 6147642332 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3954 NORTH HAMPTON DRIVE | AddressLine1 |
| City | POWELL | City |
| State | OH | State |
| ZIP Code | 43065 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SUSAN BEAVERS | ||||||
| CHAIR | 6.00 | X | X | 0 | 0 | 0 |
| MARK BERGSTEDT | ||||||
| VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 |
| JANE MARTIN | ||||||
| SECRETARY | 6.00 | X | X | 0 | 0 | 0 |
| BILL NOLAN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| NED DEWIRE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| SUSAN HATCHER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| ROCKWELL JONES | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| WILLIAM LANE | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| THOMAS LOUDEN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| GARY MADICH | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| TERI MEIDER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| TOM PRICE | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| SUSAN ROBENALT | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| MIKE TARULLO | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| SKIP WEILER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| MARLENE A CASINI | ||||||
| PRESIDENT/CEO | 40.00 | X | 101500 | 0 | 11637 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 101500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11637 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | 1254551 | AllOtherContributions |
| Noncash Contributions | 516644 | NoncashContributions |
| Total Contributions | 1254551 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145032 | TotalRevenueColumn |
| Exclusion | $145,032 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 978105 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 860300 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 117805 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117805 | TotalRevenueColumn |
| Exclusion | $117,805 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9069 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 4848 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4221 | TotalRevenueColumn |
| Exclusion | $4,221 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1521609 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $267,058 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289863 | Total |
| Program Services | 289863 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193200 | Total |
| Program Services | 193200 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113137 | Total |
| Management And General | 113137 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36787 | Total |
| Management And General | 36787 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10845 | Total |
| Management And General | 10845 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32598 | Total |
| Management And General | 32598 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10528 | Total |
| Management And General | 10528 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8479 | Total |
| Management And General | 8479 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11526 | Total |
| Management And General | 11526 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14281 | Total |
| Management And General | 14281 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 939 | Total |
| Management And General | 939 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1742 | Total |
| Management And General | 1742 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1489 | Total |
| Management And General | 1489 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| DUES AND SUBSCRIPTIONS | 3090 | 3090 |
| MISCELLANEOUS EXPENSES | 559 | 559 |
| TRAINING | 540 | 540 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729603 | Total |
| Program Services | 483063 | ProgramServices |
| Management And General | 246540 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32871 | BOY |
| EOY | 159 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630059 | BOY |
| EOY | 786657 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11500 | BOY |
| EOY | 6750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41699 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41699 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4039991 | BOY |
| EOY | 3457194 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2504715 | BOY |
| EOY | 3420048 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800 | BOY |
| EOY | 800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7219936 | BOY |
| EOY | 7671608 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96313 | BOY |
| EOY | 92220 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96313 | BOY |
| EOY | 92220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7112123 | BOY |
| EOY | 7572638 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11500 | BOY |
| EOY | 6750 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7123623 | BOY |
| EOY | 7579388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7219936 | BOY |
| EOY | 7671608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 792006 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -336241 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 660494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 661003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 531337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 732950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1041257 | CurrentTaxYear |
| Total | 3627041 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 660494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 661003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 531337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 732950 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1041257 | CurrentTaxYear |
| Total | 3627041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1473009 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2154032 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 163087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 153325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145032 | CurrentTaxYear |
| Total | 764932 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4391973 | TotalSupport |
| Gross Receipts From Admissions Etc | 9069 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.49040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 15 | NumberDAFsHeld |
| Number Funds Held | 57 | NumberFundsHeld |
| Donor Advised Contributions | 792747 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 461804 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 84920 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 398143 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 2091743 | AggregateDAFValue |
| Aggregate Fund Value | 5487645 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39199 | OtherCostOrOtherBasis |
| Depreciation | 39199 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2500 | OtherCostOrOtherBasis |
| Depreciation | 2500 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INT. IN ASSETS HELD BY OTHERS | 2938060 | F |
| AMCENT EQUITY INCOME FUND | 481988 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3420048 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENT LIABILITIES | Description |
| Amount | $92,220 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 92220 | TotalOfAmounts |
| Total Revenue | 1521609 | TotalRevenue |
| Total Expenses | 729603 | TotalExpenses |
| Excess Or Deficit For Year | 792006 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -336241 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -336241 | TotalAdjustments |
| Excess Or Deficit Per FS | 455765 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1408652 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 4848 | OtherRevenues |
| Revenue Not Rptd F990 | 4848 | RevenueNotRptdF990 |
| Revenue Subtotal | 1403804 | RevenueSubtotal |
| Other Revenues Not Included | 117805 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 117805 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1521609 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 952887 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 223284 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 223284 | ExpensesNotRptdF990 |
| Expenses Subtotal | 729603 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 729603 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAIN TAX POSITIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH INCOME 4,848. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAINS ON SALE OF INVESTMENTS 117,805. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH INCOME 4,848. NET UNREALIZED AND REALIZED LOSSES ON INVESTMENTS 218,436. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| DELAWARE CITY SCHOOL DISTRICT | |||||||||
| 248 N WASHINGTON ST | DELAWARE | OH | 43015 | 316400446 | 501(C)(3) | 160697 | N/A | N/A | MULTIPLE PROJECTS AND EDUCATIONAL DEVELOPMENT |
| CITY OF DELAWARE | |||||||||
| 1 SOUTH SANDUSKY STREET | DELAWARE | OH | 43015 | 20000 | N/A | N/A | 2011 JULY 4TH FIREWORKS CELEBRATION. | ||
| HERITAGE DAY HEALTH CENTERS | |||||||||
| 3341 EAST LIVINGSTON AVENUE | COLUMBUS | OH | 43227 | 311358042 | 501(C)(3) | 10000 | N/A | N/A | ADULT DAY CARE AT WILLOW BROOK |
| PEOPLE IN NEED | |||||||||
| 138 JOHNSON DRIVE DELAWARE | DELAWARE | OH | 43015 | 311019655 | 501(C)(3) | 5000 | N/A | N/A | EMERGENCY EYE AND DENTAL CARE |
| DELAWARE COUNTY CULTURAL ARTS CENTER | |||||||||
| 190 WEST WINTER STREET | DELAWARE | OH | 43015 | 311167624 | 501(C)(3) | 34631 | N/A | N/A | OPERATING FUNDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AWARDED TO STUDENTS FROM DELAWARE COUNTY FOR HIGHER EDUCATION. | TypeOfGrant |
| Number Of Recipients | 101 | NumberOfRecipients |
| Amount Of Cash Grant | 193200 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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: A WRITTEN GRANT AGREEMENT IS REQUIRED WITH THE SIGNATURE OF THE EXECUTIVE DIRECTOR/PRESIDENT OF THE NONPROFIT ORGANIZATION RECEIVING THE GRANT AND CONFIRMING THE FUNDS ARE TO BE USED FOR THE PURPOSE INTENDED. A WRITTEN GRANT REPORT OF THE USE OF THE FUNDS INCLUDING BUDGET INFORMATION IS REQUIRED WITHIN SIX MONTHS OF THE GRANT AWARD AND INCLUDES THE SIGNATURE OF THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT OF THE NONPROFIT ORGANIZATION. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 516644 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE FOUNDATION BOARD TREASURER AND PAST TREASURER. THE IRS 990 IS MADE AVAILABLE TO ALL FOUNDATION BOARD MEMBERS AFTER IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, STAFF, AND VOLUNTEERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT AT THEIR FIRST MEETING OF THE CALENDAR YEAR. THE PRESIDENT AND ADMINISTRATIVE ASSISTANT TRACK COMPLETED STATEMENTS. A NEW CONFLICT OF INTEREST STATEMENT IS COMPLETED EACH YEAR. THE PRESIDENT IS AWARE OF ANY POTENTIAL CONFLICT OF INTEREST BASED ON THE COMPLETED FORMS AND IDENTIFIES ANY POTENTIAL CONFLICT OF INTEREST AT MEETINGS IF NOT SELF-IDENTIFIED BY THE INDIVIDUAL. ABSTENTIONS TO BOARD AND COMMITTEE VOTES ARE RECORDED IN THE FOUNDATION'S OFFICIAL MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | UPON CONSIDERATION OF KEY PERSONNEL COMPENSATION, STATE AND NATIONAL COMPENSATION SURVEYS FOR COMMUNITY FOUNDATIONS ARE REVIEWED. IN ADDITION, COMPENSATION OF LOCAL MAJOR NONPROFIT ORGANIZATION EXECUTIVES IS ALSO REVIEWED. ANY RECOMMENDATION FOR CHANGE IN COMPENSATION IS REVIEWED AND RECOMMENDED BY THE BOARD EXECUTIVE COMMITTEE AND REVIEWED AND VOTED UPON BY THE ENTIRE BOARD. THE ORGANIZATION DOES NOT COMPENSATE ANY BOARD OFFICERS OR DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION HAS A WRITTEN IRS 990 AVAILABILITY POLICY AND THE FORM IS AVAILABLE UPON WRITTEN REQUEST AND VIA A LINK ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS REQUESTED OF THE FOUNDATION ARE PROVIDED TO THE PUBLIC UPON WRITTEN REQUEST. THE FORM 990 IS ALSO AVAILABLE THROUGH ANOTHER'S WEBSITE, GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION HAS A POLICY TO MAKE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS STATEMENTS AVAILABLE UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -336,241. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE OVERSEES | THE AUDIT PROCESS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
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