2012-11-13T12:57:54-06:00 2011-12-31 314419361 JOHN GERLACH & COMPANY LLP 37 W BROAD ST STE 530 COLUMBUS OH 43215 990 2011-01-01 311450786 COMMUNITY FOUNDATION OF DELAWARE COUNTY COMM 6147642332 3954 NORTH HAMPTON DR POWELL OH 43065 MARLENE A CASINI 6147642332 2012-11-13 1 TJ CONGER CPA P00068140 6142242164 2011 2016-02-24 21:20:13Z MARLENE A CASINI 3954 NORTH HAMPTON DR POWELL OH 43065 2386757 0 X WWW.DELAWARECF.ORG X 1995 OH 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. 15 15 4 100 0 0 732950 1254551 0 0 179243 262837 0 4221 912193 1521609 539498 483063 0 0 155538 160769 0 0 0 80625 85771 775661 729603 136532 792006 7219936 7671608 96313 92220 7123623 7579388 THE COMMUNITY FOUNDATION OF DELAWARE COUNTY ENCOURAGES AND ENABLES DONORS TO ACHIEVE PHILANTHROPIC GOALS AND LEAVE A LASTING LEGACY IN DELAWARE COUNTY. 0 0 289863 289863 GRANTS TO NONPROFIT ORGANIZATIONS TO SERVE CITIZENS OF DELAWARE COUNTY. 193200 193200 101 SCHOLARSHIPS TO STUDENTS FROM DELAWARE COUNTY FOR HIGHER EDUCATION 483063 1 1 0 0 0 1 0 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X X FRANK BERGER 6147642332 3954 NORTH HAMPTON DRIVE POWELL OH 43065 SUSAN BEAVERS 6.00 X X 0 0 0 MARK BERGSTEDT 4.00 X X 0 0 0 JANE MARTIN 6.00 X X 0 0 0 BILL NOLAN 5.00 X X 0 0 0 NED DEWIRE 5.00 X 0 0 0 SUSAN HATCHER 4.00 X 0 0 0 ROCKWELL JONES 4.00 X 0 0 0 WILLIAM LANE 4.00 X 0 0 0 THOMAS LOUDEN 4.00 X 0 0 0 GARY MADICH 4.00 X 0 0 0 TERI MEIDER 4.00 X 0 0 0 TOM PRICE 4.00 X 0 0 0 SUSAN ROBENALT 4.00 X 0 0 0 MIKE TARULLO 4.00 X 0 0 0 SKIP WEILER 4.00 X 0 0 0 MARLENE A CASINI 40.00 X 101500 0 11637 101500 0 11637 1 0 0 0 0 1254551 516644 1254551 145032 145032 978105 860300 117805 117805 117805 9069 4848 4221 4221 1521609 0 0 267058 289863 289863 193200 193200 113137 113137 36787 36787 10845 10845 32598 32598 10528 10528 8479 8479 11526 11526 14281 14281 939 939 1742 1742 1489 1489 DUES AND SUBSCRIPTIONS 3090 3090 MISCELLANEOUS EXPENSES 559 559 TRAINING 540 540 729603 483063 246540 0 32871 159 630059 786657 11500 6750 41699 41699 0 0 4039991 3457194 2504715 3420048 800 800 7219936 7671608 96313 92220 96313 92220 X 7112123 7572638 11500 6750 7123623 7579388 7219936 7671608 X 792006 -336241 X X 0 1 1 X 0 X 660494 661003 531337 732950 1041257 3627041 660494 661003 531337 732950 1041257 3627041 1473009 2154032 163754 139734 163087 153325 145032 764932 4391973 9069 0.49040 0.54160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 57 792747 461804 84920 398143 2091743 5487645 1 1 39199 39199 0 2500 2500 0 0 BENEFICIAL INT. IN ASSETS HELD BY OTHERS 2938060 F AMCENT EQUITY INCOME FUND 481988 F 3420048 AGENT LIABILITIES 92220 92220 1521609 729603 792006 -336241 -336241 455765 1408652 4848 4848 1403804 117805 117805 1521609 952887 223284 223284 729603 0 729603 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. 1 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 5 0 SCHOLARSHIPS AWARDED TO STUDENTS FROM DELAWARE COUNTY FOR HIGHER EDUCATION. 101 193200 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 2 516644 FMV ON DATE OF GIFT 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -336,241. 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.