HAMILTON COMMUNITY FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HAMILTON COMMUNITY FOUNDATION INC (EIN 31-6038277)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-08
IRS object ID: 201222219349300107
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-08T07:33:25-05:00	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	STEPHENSON AND WARNER INC CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1502 UNIVERSITY BLVD STE E	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	450113300	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	316038277	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HAMILTON COMMUNITY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HAMI	NameControl
Phone	5138631389	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN GUIDUGLI	Name
Title	PRESIDENT/CEO	Title
Phone	5138631389	Phone
Date Signed	2012-08-07	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DOUGLAS C JACOBS	Name
Phone	5138688600	Phone
Date Prepared	2012-08-08	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	JOHN GUIDUGLI	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	7335521	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HAMILTONFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1951	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	COMMUNITY FOUNDATION	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	11	TotalNbrEmployees
Total Nbr Volunteers	80	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2626594	ContributionsGrantsPriorYear
Contributions Grants Current Year	4176264	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	477250	ProgramServiceRevenuePriorYear
Program Service Revenue CY	672535	ProgramServiceRevenueCY
Investment Income Prior Year	5267233	InvestmentIncomePriorYear
Investment Income Current Year	2486722	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	8371077	TotalRevenuePriorYear
Total Revenue Current Year	7335521	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	4060597	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	3676586	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	431803	SalariesEtcPriorYear
Salaries Etc Current Year	442232	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	92523	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2106907	OtherExpensePriorYear
Other Expenses Current Year	2299847	OtherExpensesCurrentYear
Total Expenses Prior Year	6599307	TotalExpensesPriorYear
Total Expenses Current Year	6418665	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1771770	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	916856	RevenuesLessExpensesCY
Total Assets BOY	71289989	TotalAssetsBOY
Total Assets EOY	69025244	TotalAssetsEOY
Total Liabilities BOY	2058576	TotalLiabilitiesBOY
Total Liabilities EOY	1695716	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	69231413	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	67329528	NetAssetsOrFundBalancesEOY
Mission Description	COMMUNITY FOUNDATION	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	5394872	Expense
Grants	3676586	Grants
Description	THE FOUNDATION RECEIVES CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUTIFICATION, COMMUNTIY DEVELOPMENT AND RECREATION.	Description
Total Program Service Expense	5394872	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	18	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	11	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	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	JEANNIE PAYNE	NamePerson
Telephone Number	5138631389	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD ST	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
MARY REIMER
TREASURER	1.00	X	X	0	0	0
DAVID SCHIRMER
TRUSTEE	1.00	X		0	0	0
JOHN MOSER
TRUSTEE	1.00	X		0	0	0
MIKE P DINGELDEIN
CHAIR	1.00	X	X	0	0	0
CLAUDE DAVIS
TRUSTEE	1.00	X		0	0	0
BUTCH HUBBLE
TRUSTEE	1.00	X		0	0	0
KATHLEEN KLINK
VICE CHAIR	1.00	X	X	0	0	0
SARA CARRUTHERS
TRUSTEE	1.00	X		0	0	0
HERMAN SANDERS
SECRETARY	1.00	X	X	0	0	0
DAVID L BELEW
TRUSTEE EMER	1.00	X		0	0	0
LEE PARRISH
TRUSTEE	1.00	X		0	0	0
JAMES K FITTON
TRUSTEE	1.00	X		0	0	0
WILLIAM A GROTH
TRUSTEE	1.00	X		0	0	0
JOHN GUIDUGLI
PRES/CEO	40.00		X	125900	0	14595

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	125900	TotalReportableCompFromOrg
Total Other Compensation	14595	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	4176264	AllOtherContributions
Total Contributions	4176264	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	ADMINISTRATIVE FEES	Description
Total Revenue Column	672535	TotalRevenueColumn
Related Or Exempt Function Income	672535	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	672535	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1772752	TotalRevenueColumn
Exclusion	$1,772,752	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	713970	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	713970	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	713970	TotalRevenueColumn
Related Or Exempt Function Income	713970	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	7335521	TotalRevenueColumn
Related Or Exempt Function Income	1386505	RelatedOrExemptFunctionIncome
Exclusion	$1,772,752	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3119309	Total
Program Services	3119309	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	557277	Total
Program Services	557277	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	140495	Total
Program Services	77273	ProgramServices
Management And General	42149	ManagementAndGeneral
Fundraising	21073	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	254981	Total
Program Services	140240	ProgramServices
Management And General	76494	ManagementAndGeneral
Fundraising	38247	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	8137	Total
Program Services	4475	ProgramServices
Management And General	2441	ManagementAndGeneral
Fundraising	1221	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10644	Total
Program Services	5854	ProgramServices
Management And General	3193	ManagementAndGeneral
Fundraising	1597	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	27975	Total
Program Services	15386	ProgramServices
Management And General	8393	ManagementAndGeneral
Fundraising	4196	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	125	Total
Program Services	125	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	17953	Total
Management And General	17953	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	878129	Total
Program Services	672609	ProgramServices
Management And General	205520	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	10972	Total
Program Services	5685	ProgramServices
Management And General	2382	ManagementAndGeneral
Fundraising	2905	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	34298	Total
Program Services	10290	ProgramServices
Management And General	3429	ManagementAndGeneral
Fundraising	20579	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	14098	Total
Program Services	4862	ProgramServices
Management And General	9236	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	19230	Total
Program Services	18268	ProgramServices
Management And General	962	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	2814	Total
Program Services	1688	ProgramServices
Management And General	563	ManagementAndGeneral
Fundraising	563	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	214001	Total
Management And General	214001	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7358	Total
Management And General	7358	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PROGRAM EXPENSES	583397	583397
BAD DEBT EXPENSE	325000		325000
GRANTS-5000 AND LESS	160784	160784
DUES AND SUBSCRIPTIONS	9816	8343	491	982

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	21872	Total
Program Services	9007	ProgramServices
Management And General	11705	ManagementAndGeneral
Fundraising	1160	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	6418665	Total
Program Services	5394872	ProgramServices
Management And General	931270	ManagementAndGeneral
Fundraising	92523	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	400	BOY
EOY	400	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	839417	BOY
EOY	286528	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	7165982	BOY
EOY	9849821	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
EOY	329	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8844773	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3231571	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5826703	BOY
EOY	5613202	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	56557461	BOY
EOY	52014815	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	900026	BOY
EOY	1260149	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	71289989	BOY
EOY	69025244	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	10132	BOY
EOY	16215	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	2048444	BOY
EOY	1679501	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2058576	BOY
EOY	1695716	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	19699637	BOY
EOY	18819113	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	19742946	BOY
EOY	18992049	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	29788830	BOY
EOY	29518366	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	69231413	BOY
EOY	67329528	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	71289989	BOY
EOY	69025244	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	916856	ReconcilationRevenueExpenses
Reconcilation Other Changes	-2818741	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	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	5580224	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6189734	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3942859	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2626594	CurrentTaxYearMinus1Year
Current Tax Year	4176264	CurrentTaxYear
Total	22515675	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5580224	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6189734	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3942859	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2626594	CurrentTaxYearMinus1Year
Current Tax Year	4176264	CurrentTaxYear
Total	22515675	Total

Field	Value	IRS element (for citing)
Public Support Total170	22515675	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2188837	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1842553	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1325499	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1768224	CurrentTaxYearMinus1Year
Current Tax Year	1772752	CurrentTaxYear
Total	8897865	Total

Field	Value	IRS element (for citing)
Total Support	31413540	TotalSupport
Gross Receipts From Admissions Etc	672535	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.71680	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.71880	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	92	NumberDAFsHeld
Number Funds Held	550	NumberFundsHeld
Donor Advised Contributions	1971291	DonorAdvisedContributions
Contrib To Funds And Other Accounts	4176264	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	2051672	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	3676586	GrantsFundsAndOtherAccounts
Aggregate DAF Value	5953960	AggregateDAFValue
Aggregate Fund Value	43564466	AggregateFundValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	45768975	BeginningOfYearBalance
Contributions	180458	Contributions
Investment Earnings Or Losses	-15244853	InvestmentEarningsOrLosses
Grants Or Scholarships	1932525	GrantsOrScholarships
Administrative Expenses	24061	AdministrativeExpenses
End Of Year Balance	28747994	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	44853017	BeginningOfYearBalance
Contributions	401282	Contributions
Investment Earnings Or Losses	4205304	InvestmentEarningsOrLosses
Grants Or Scholarships	2801540	GrantsOrScholarships
Other Expenditures	889088	OtherExpenditures
End Of Year Balance	45768975	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	539603	BeginningOfYearBalance
Contributions	907911	Contributions
Investment Earnings Or Losses	45794353	InvestmentEarningsOrLosses
Grants Or Scholarships	1732447	GrantsOrScholarships
Other Expenditures	656403	OtherExpenditures
End Of Year Balance	44853017	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	1.00000	BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	347342	OtherCostOrOtherBasis
Book Value	347342	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8432294	OtherCostOrOtherBasis
Depreciation	3177632	Depreciation
Book Value	5254662	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	60142	OtherCostOrOtherBasis
Depreciation	48944	Depreciation
Book Value	11198	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4995	OtherCostOrOtherBasis
Depreciation	4995	Depreciation

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	5613202	TotalOfBookValueLandBuildings
Total Revenue	7335521	TotalRevenue
Total Expenses	6418665	TotalExpenses
Excess Or Deficit For Year	916856	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-3185306	NetUnrealizedGLOnInvestments
Other	$366,565	OtherAmount
Total Adjustments	-2818741	TotalAdjustments
Excess Or Deficit Per FS	-1901885	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4401037	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-3185306	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	253200	DonatedSrvcAndUseOfFacilities
Other Revenues	-2378	OtherRevenues
Revenue Not Rptd F990	-2934484	RevenueNotRptdF990
Revenue Subtotal	7335521	RevenueSubtotal
Total Revenue Per Form990	7335521	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	6302922	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	253200	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	253200	ExpensesNotRptdF990
Expenses Subtotal	6049722	ExpensesSubtotal
Other Expenses Not Included	368943	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	368943	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	6418665	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	INCREASE (DECREASE) IN CSV OF LIFE INSURANCE -2,378 GRANTS PAYABLE ACCRUALS/ADJUSTMENT 0 GRANTS/GIFTS PAID AND DECREASE IN GRANTS PAYABLE ADJ 368,943
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	INCREASE (DECREASE) IN CSV OF LIFE INSURANCE -2,378
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	GRANTS PAYABLE ACCRUALS/ADJUSTMENT 0
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 4B	GRANTS/GIFTS PAID AND DECREASE IN GRANTS PAYABLE ADJ 368,943

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (69 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant
ARTHRITIS FOUNDATION
7124 MIAMI AVE	CINCINNATI	OH	45243	316043937	9617
ARTWORKS
20 EAST CENTRAL PARKWAY	CINCINNATI	OH	45202	311665900	21905
BADIN HIGH SCHOOL
571 NEW LONDON RD	HAMILTON	OH	45013	310537113	22975
BARTHOLOMEW CONSOLIDATED SCHOOL FOU
1200 CENTRAL AVE	COLUMBUS	IN	47201	356041222	10000
BETHESDA FOUNDATION
10506 MONTGOMERY RD STE 304	BLUE ASH	OH	45242	237374129	25025
BIG BROTHER & BIG SISTERS OF BUTLER
5539 EUREKA DRIVE	HAMILTON	OH	45011	310846147	23750
BOONE COUNTY BOARD OF EDUCATION
8330 US HIGHWAY 42	FLORENCE	KY	41042	616001252	10000
BOY & GIRLS CLUB OF CINCINNATI
600 DALTON AVE	CINCINNATI	OH	45203	310536965	25460
BOYS & GIRLS CLUB OF HAMILTON
958 EAST AVE	HAMILTON	OH	45011	310616383	133750
BUTLER COUNTY HISTORICAL SOCIETY
327 N SECOND STREET	HAMILTON	OH	45011	316034548	87341
BUTLER COUNTY UNITED WAY
323 N THIRD ST	HAMILTON	OH	45011	310734490	20000
CANCER FAMILY CARE INC
2421 AUBURN AVE	CINCINNATI	OH	45219	310805286	11000
CHRIS CHURCH OF GLENDALE
FOREST AND ERIE AVE	GLENDALE	OH	45249	453582613	100000
CINCINNATI CENTER CITY DEVELOPMENT
1410 RACE STREET	CINCINNATI	OH	45202	311401294	25000
CITY OF COLUMBUS
123 WASHINGTON ST	COLUMBUS	IN	47201	356000989	25000
CITY OF HAMILTON
345 HIGH ST	HAMILTON	OH	45011	316000142	25022
COLONIAL FOUNDATION
520 EATON AVE	HAMILTON	OH	45013	311324726	37995
COLUMBUS AREA ARTS COUNCIL
417 THIRD ST	COLUMBUS	IN	47201	351303466	10000
COLUMBUS REGIONAL HOSPITAL FOUNDATI
2400 EAST 17TH ST	COLUMBUS	IN	47201	356023714	9150
COMMUNITY COUNSELING & CRISIS CENTE
110 SOUTH COLLEGE AVE	OXFORD	OH	45056	310804872	11000
COMMUNITY FOUNDATION OF BARTHOLOMEW
538 FRANKLIN ST PO BOX 1547	COLUMBUS	IN	47202	351343903	10000
COMMUNITY FOUNDATION OF WEST CHESTE
5641 UNION CENTRE DR	WEST CHESTER	OH	45069	311661966	9000
COMMUNITY SHARES
103 WILLIAM HOWARD TAFT RD	CINCINNATI	OH	45219	311445067	22720
DELTA ZETA FOUNDATION
202 E CHURCH STREET	OXFORD	OH	45056	310940640	25000
EMERGENCY MONEY FUND
3114 MORMAN RD	HAMILTON	OH	45013	237425112	24542
FITTON CENTER FOR CREATIVE ARTS
101 S MONUMENT ST	HAMILTON	OH	45011	310736673	453528
FT HAMILTON HOSPITAL FOUNDATION
630 EATON AVE	HAMILTON	OH	45013	310536662	302368
GREAT MIAMI RIVER DAYS EVENT
210 N SECOND ST	HAMILTON	OH	45011	316038277	58000
GREAT MIAMI ROWING CENTER
426 A MAIN STREET	HAMILTON	OH	45013	260718870	76254
GREAT MIAMI VALLEY YMCA
105 N SECOND ST	HAMILTON	OH	45011	310536719	12716
GREATER CINCINNATI JDRF
8041 HOSBROOOK RD STE 422	CINCINNATI	OH	45236	231907729	18700
GREENWOOD CEMETERY ASSOCIATION
1602 GREENWOOD AVE	HAMILTON	OH	45011	310303680	13862
HAMILTON CITY SCHOOLS
533 DAYTON ST	HAMILTON	OH	45011	316000818	99707
HAMILTON LIVING WATERS MINISTRY
734 SYCAMORE STREET	HAMILTON	OH	45011	262606598	38786
HAMILTON OHIO CITY OF SCULPTURE
ONE HIGH ST	HAMILTON	OH	45011	311744687	7348
HAMILTON-FAIRFIELD SYMPHONY ORCHEST
ONE HIGH ST	HAMILTON	OH	45011	316053052	69435
HEALTHNETWORK FOUNDATION
33 RIVER STREET	CHAGRIN FALLS	OH	44022	043804600	10000
INDIANAPOLIS PARKS FOUNDATION
615 N ALABAMA ST SUITE 119	INDIANAPOLIS	IN	46204	351860468	13000
JOURNAL NEWS FOOD RELIEF FUND
PO BOX 421545	MIDDLETOWN	OH	45042	310744948	20000
JUNIOR ACHIEVEMENT OF OKI
644 LINN STREET	CINCINNATI	OH	45203	320014307	12675
KRAMER GRAPHICS
2408 W DOROTHY LANE	DAYTON	OH	45439	311153195	8582
LIFESPAN INC
1900 FAIRGROVE AVE	HAMILTON	OH	45011	310536660	35725
LIFESTYLE LANDSCAPE SOLUTIONS
530 S WASHINGTON BLVD	HAMILTON	OH	45013	270557018	20131
MERCY FRANCISCAN AT AT RAPHAEL
610 HIGH ST	HAMILTON	OH	45011	202934871	19762
MERCY HEALTH PARTNERS FOUNDATION
4600 MCAULEY PLACE - 5TH FLOOR	CINCINNATI	OH	45242	311217563	301000
MIAMI UNIVERSITY HAMILTON
1601 UNIVERSITY BLVD	HAMILTON	OH	45011	316402089	80000
MIAMI VALLEY COUNCIL BOY SCOUTS OF
3500 PENTAGON PARK BLVD SUITE 500	BEAVERCREEK	OH	45431	310537124	14450
MOTHER TERESA CATHOLIC ELEM SCHOOL
6085 JACKIE DR	LIBERTY TOWNSHIP	OH	45044	311591737	31280
NEW LIFE VINEYARD CHURCH
2470 PRINCETON RD	HAMILTON	OH	45011	311338711	10000
NORTHERN MICHIGAN HOSPITAL FOUNDAT
360 CONNABLE AVE	PETOSKEY	MI	49770	382445611	10000
OCEAN REEF FOUNDATION
200 ANCHOR DR	KEY LARGO	FL	33037	650509255	8950
OCEAN REEF MEDICAL CENTER FOUNDATIO
50 BARACUDA LANE	KEY LARGO	FL	33037	650443146	10000
OHIO SECTION AWWA
3972 INDIANOLA AVE	COLUMBUS	OH	43214		6000
PARACHUTE
282 FAIR AVE	HAMILTON	OH	45011	311230170	5575
PARTNERS IN PRIME
140 ROSS AVE	HAMILTON	OH	45013	310569735	20656
PEOPLE WORKING COOPERATIVELY INC
4612 PADDOCK RD	CINCINNATI	OH	45229	310859104	15000
PRIMARY HEALTH SOLUTIONS
2 N MAIN STREET STE 602	MIDDLETOWN	OH	45042	311694200	30628
PYRAMID HILL SCULPTURE PARK & MUSEU
1763 HAMILTON-CLEVES RD	HAMILTON	OH	45013	311439692	62300
SALVATION ARMY
PO BOX 2 235 LUDLOW ST	HAMILTON	OH	45012	135562351	19742
SELF INC
PO BOX 1322	HAMILTON	OH	45012	311445223	15250
SERVE CITY
622 EAST AVE	HAMILTON	OH	45011	311746150	12500
SHARED HARVEST FOODBANK
5901 DIXIE HIGHWAY	FAIRFIELD	OH	45014	311096571	5100
ST PETER'S IN CHAINS SCHOOL
382 LIBERTY AVE	HAMILTON	OH	45013	310537055	20000
THE NATIONAL CENTER FOR COLLEGE CO
15 WEST FRANKLIN ST	GREENCASTLE	IN	46135	352068979	26800
THE PRESBYTERIAN CHURCH
23 SOUTH FRONT ST	HAMILTON	OH	45011	310576677	93800
UNITED WAY OF GREATER CINCINNATI
2400 READING RD	CINCINNATI	OH	45202	310537502	155000
VAN WERT COUNTY HOSPITAL
1250 S WASHINGTON ST	VAN WERT	OH	45891	344429514	20000
WATER FOR PEOPLE
6666 W QUINCY AVE	DENVER	CO	80235	841166148	8500
YWCA OF HAMILTON
244 DAYTON ST	HAMILTON	OH	45011	310537167	13837

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	193	522917
CANCER ASSISTANCE	48	32419
ORTHODONTIC FUND	8	1941

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	BOARD DESIGNATED GRANTS: ALL RECIPIENTS SIGN A FORM STATING THAT THE FUNDS WILL BE USED FOR SPECIFIC, BOARD DESIGNATED PURPOSES. IN ADDITION, PERIODIC PROGRESS REPORTS ARE REQUIRED.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	THE VOLUNTEERS SERVE IN THE FOUNDATION'S COMMITTEES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	PRESIDENT/CEO, ACCOUNTING MANAGER, AND TREASURER/CHAIR OF THE AUDIT COMMITTEE REVIEW THE FORM 990 PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	AN ANNUAL DISCLOSURE STATEMENT MUST BE SIGNED. THE BOARD REVIEWS NEW SITUATIONS IN LIGHT OF THE POLICIES.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE BOARD REVIEWS THE COMPENSATION PACKAGE AND SETS GOALS FOR THE YEAR. THE BOARD USES COMPARABILITY DATA AND NATIONAL SURVEYS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	HFC PROPERTIES LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	319 N THIRD STREET	AddressLine1
City	HAMILTON	City
State	OH	State
ZIP Code	45011	ZIPCode

Field	Value	IRS element (for citing)
EIN	203174567	EIN
Primary Activities	PROP MGT	PrimaryActivities
Legal Domicile State	OH	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA