2012-05-02T15:19:25-05:00 2011-06-30 Irwin Financial Associates Inc 2025 Claremont Avenue Ashland OH 448053545 990 2010-07-01 341812908 ASHLAND COUNTY COMMUNITY FOUNDATION ASHL 4192814733 300 COLLEGE AVENUE ASHLAND OH 44805 Dr Lucille G Ford 4192814733 2012-05-01 1 Steven W Irwin CPA 4192812811 2010 2016-02-24 21:20:13Z Dr Lucille G Ford 300 College Avenue Ashland OH 44805 1618154 0 X www.ashlandcountycommunityfoundation.org X 1995 OH Public charity making grants for charitable purposes. Grants are made from endowment funds established by many donors. 15 15 4 40 0 0 1261889 1152115 0 0 265249 442841 38498 23198 1565636 1618154 386479 590786 0 0 128194 139262 0 0 19555 258525 105235 773198 835283 792438 782871 13476684 17014964 2166183 2768697 11310501 14246267 Encourage philanthropy and enhance quality of life in Ashland County. Support charitable activities through grant programs. Manage all types of donor and recipient programs. Facilitate community collaboration. 0 0 590786 590786 The organization's primary purpose is to provide a means for people to make gifts of assets to enhance the quality of life in Ashland County, both today and in the future. 590786 1 1 0 0 1 0 0 0 1 1 0 0 0 1 0 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 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X Irwin Financial Associates Inc 4192812811 2025 Claremont Avenue Ashland OH 44805 Dr Lucille G Ford 40.00 X X 0 0 0 Jay Myers X X 0 0 0 Bill Chandler X X 0 0 0 Anne Cowen X X 0 0 0 Jim Hess X X 0 0 0 Stan Brechbuhler X X 0 0 0 Debra L Lyons X 0 0 0 Michael Bandy X 0 0 0 Patricia A Byerly X 0 0 0 Nancy Davis X 0 0 0 Charles Taylor X 0 0 0 Dr Donald Rinehart X 0 0 0 James Cutright X 0 0 0 Bill Buckingham X 0 0 0 Keith Boales X 0 0 0 Susan Shafer X 0 0 0 Bill Etling 40.00 X 40000 0 0 Kristin Aspin 40.00 X 63173 0 0 103173 0 0 0 0 0 0 0 50000 1102115 316853 1152115 240645 240645 1200 1200 1200 1200 202196 202196 202196 202196 Foundation Admin Fee 561000 11290 11290 Misc. Income 900099 10708 10708 21998 1618154 225394 0 240645 590786 590786 103173 96210 6963 25945 25945 10144 10144 590 590 9820 9820 10571 4831 5740 15143 15143 910 910 13158 13158 1458 1458 16998 16998 4104 4104 Hospitality 13705 6853 6852 Strategic Planning 5699 5699 Dues & Subscriptions 4136 4136 Postage 3661 3661 Telephone 2732 2732 2550 2550 835283 590786 224942 19555 605745 712574 1022726 581234 550415 179745 360951 370670 11487262 15350486 13476684 17014964 3328 4298 181087 281268 1981768 2483131 2166183 2768697 X 11310501 14246267 11310501 14246267 13476684 17014964 X 782871 2152895 X X 0 1 1 X 0 X 1817297 1550418 1368417 1261889 1152115 7150136 1817297 1550418 1368417 1261889 1152115 7150136 1274825 5875311 171960 227752 188337 219375 240645 1048069 14878 11101 10052 21998 58029 8256234 0.71160 0.63450 X Schedule A, Part II, Line 10, Explanation of Other Income: Administrative Fee Misc. Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 199 27033 767813 34220 375930 621975 13344522 1 1 9595781 768585 2379358 415140 172242 12156342 3410824 1041744 5627200 399748 84239 9595781 3302338 878333 -714026 54683 1138 3410824 1.00000 0.00000 0.00000 1 0 47869 47869 398793 101992 296801 11675 2694 8981 59705 42686 17019 32373 32373 0 370670 Charitable gift annuity 245738 Custodial funds 388265 Due other agencies 1849128 2483131 1618154 835283 782871 2152895 2152895 2935766 3831049 2152895 60000 2212895 1618154 0 1618154 895283 60000 60000 835283 0 835283 Description of Intended Use of Endowment Funds: Part V, Line 4: The enrichment of the quality of life in the Ashland County Community by developing a permanent endowment to assess and respond to changing community needs and by serving as a charitable mechanism for donors of all levels of charitable giving. 1 American Red Cross 1605 Co Rd 1095 Ashland OH 44805 340714622 501 (c) (3) 528 Agency Endowment Distribution Appleseed Community Mental Health Center 2233 Rocky Lane Ashland OH 44805 341680201 501 (c) (3) 250 Agency Endowment Distribution Ashland Christian Health Center 380 East 4th Street Ashland OH 44805 421595274 501 (c) (3) 400 Reineke Donor Advised Ashland Christian Health Center 380 East 4th Street Ashland OH 44805 421595274 501 (c) (3) 4000 Equipment for Exam Rooms Ashland Christian School 1144 W Main Street Ashland OH 44805 341123612 501 (c) (3) 500 Web & Computer Graphics Design Ashland Christian School 1144 W Main Street Ashland OH 44805 341123612 501 (c) (3) 5000 Classroom Computers, Projectors and Web Cams Ashland City Schools 416 Arthur Street Ashland OH 44805 346000118 501 (c) (3) 3655 2009-2010 Distribution-Donor Designated Ashland City Schools - Edison Elementary 1202 Masters Ave Ashland OH 44805 346000118 501 (c) (3) 500 Science Literacy Ashland City Schools - High School 1440 King Rd Ashland OH 44805 346000118 501 (c) (3) 452 Special Music for Special People Ashland City Schools - Taft Elementary 825 Smith Rd Ashland OH 44805 346000118 501 (c) (3) 500 Fine Arts Appreciation Ashland City Schools - Taft Elementary 825 Smith Rd Ashland OH 44805 346000118 501 (c) (3) 463 Student Listening Devices Ashland City Schools - Taft Elementary 825 Smith Rd Ashland OH 44805 346000118 501 (c) (3) 244 A day at the theater Ashland County Board MRDD 1256 S Center St Ashland OH 44805 346000122 501 (c) (3) 531 Donor Designated 2009-10 Dist. Ashland County Cancer Association 380 East 4th Street Ashland OH 44805 341417575 501 (c) (3) 9972 Mammogram Screening Ashland County Cancer Association 380 East 4th Street Ashland OH 44805 341417575 501 (c) (3) 750 Computer & Software Ashland County Dept of Job & Family Services 15 W Fourth Street Ashland OH 44805 346000122 Government Entity 75 Oper. Dist. - Kids Who Care Ashland County Family & Children First Council 1605 Co Rd 1095 Ashland OH 44805 346000122 501 (c) (3) 3000 Tool for Parents' Participation in Early Education Ashland County Park District Fund 142 W Main Street Ashland OH 44805 346000122 Government Entity 161 Donor Designated 2009-10 Dist. Ashland County SPARC Task Force 890 W 4th St Ste 100 Mansfield OH 44906 341207061 501 (c) (3) 5000 U-Can education initiative Ashland Family YMCA 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 144 Donor Designated 2009-2010 Dist. Ashland Family YMCA 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 5682 Donor Designated 2009-10 Dist. Ashland Family YMCA 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 9844 Agency Endowment Distribution Ashland Family YMCA 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 20000 Roof Replacement Ashland Family YMCA 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 2332 Grandfathered grant Ashland Public Library 224 Claremont Avenue Ashland OH 44805 346000123 501 (c) (3) 2332 Grandfathered grant Ashland Symphonic Youth Chorus P O Box 1035 Ashland OH 44805 311543631 501 (c) (3) 628 Agency Endowment Distribution Ashland Symphony Orchestra 401 College Avenue Ashland OH 44805 341238989 501 (c) (3) 642 2009-2010 Quarterly Distribution Ashland Symphony Orchestra 401 College Avenue Ashland OH 44805 341238989 501 (c) (3) 1024 Agency Endowment Distribution Ashland Symphony Orchestra 401 College Avenue Ashland OH 44805 341238989 501 (c) (3) 2300 New Computers Ashland University College Avenue Ashland OH 44805 340714626 501 (c) (3) 2892 2009-2010 dist. For Science Camp Ashland University College Avenue Ashland OH 44805 340714626 501 (c) (3) 214 2009-2010 dist: Lab Supplies from Chemistry Dept. at AU Ashland University College Avenue Ashland OH 44805 340714626 501 (c) (3) 8466 Grandfathered grant Associated Charities 121 South Street Ashland OH 44805 340718361 501 (c) (3) 405 Donor Advised distribution Associated Charities 121 South Street Ashland OH 44805 340718361 501 (c) (3) 985 Purchase Washer & Dryer Associated Charities 121 South Street Ashland OH 44805 340718361 501 (c) (3) 50 Oper. Dist. Kids Who Care Brethern Care Village 2000 Center Street Ashland OH 44805 341095056 501 (c) (3) 5243 Donor Designated 2009-10 Dist. Brethern Care Village 2000 Center Street Ashland OH 44805 341095056 501 (c) (3) 392 Agency Endowment Distribution First Presbyterian Church 320 Church Street Ashland OH 44805 340796435 501 (c) (3) 240 Donor Advised distribution First Presbyterian Church 320 Church Street Ashland OH 44805 340796435 501 (c) (3) 4504 Agency Endowment Distribution First Presbyterian Church 320 Church Street Ashland OH 44805 340796435 501 (c) (3) 1928 Agency Endowment Distribution First Presbyterian Church 320 Church Street Ashland OH 44805 340796435 501 (c) (3) 4612 Agency Endowment Distribution First Presbyterian Church 320 Church Street Ashland OH 44805 340796435 501 (c) (3) 6000 Steury Pass through First United Methodist Church 1220 Sandusky Street Ashland OH 44805 340845261 501 (c) (3) 4743 Grandfathered grant Hillsdale Local Schools 485 Twp Rd 1902 Jeromesville OH 44840 346006436 501 (c) (3) 4000 Falcon Focus Program Hillsdale Local Schools - Elementary School W Main St Hayesville OH 44838 346006436 501 (c) (3) 500 The Beat Goes Orff Hillsdale Middle School 485 Twp Rd 1902 Jeromesville OH 44840 346006436 501 (c) (3) 500 Connected Math 2 Program Hospice of North Central Ohio 1605 Co Rd 1095 Ashland OH 44805 341491502 501 (c) (3) 5000 Brechbuhler Pass through Housing Partners of Ashland County Inc 19 W Main Street Ashland OH 44805 263371970 501 (c) (3) 2000 Home Repairs Program Kno-Ho-Co-Ashland Community Action Commission 120 N 4th Street Coshocton OH 43812 310720520 501 (c) (3) 750 Healthy Moms - Healthy Babies Living Legacy Foundation of the Loudonville P 122 E Main Street Loudonville OH 44842 341873150 501 (c) (3) 12 Donor Designated 2009-2010 Quarterly Distribution Living Legacy Foundation of the Loudonville P 122 E Main Street Ashland OH 44805 341873150 501 (c) (3) 328 Agency Endowment Distribution Loudonville Chamber of Commerce 131 W Main Street Loudonville OH 44842 611495262 501 (c) (3) 1000 Donor Designated 2009-10 Dist. Loudonville Helping Hands 324 Adams Street Loudonville OH 44842 341509487 501 (c) (3) 399 Donor Advised Loudonville Helping Hands 324 Adams Street Ashland OH 44805 341509487 501 (c) (3) 500 Donor Designated 2009-10 Dist. Loudonville Rest Home 205 N Water St Loudonville OH 44842 341852576 501 (c) (3) 100 2009-2010 Dist. Kids Who Care Loudonville Youth Inc P O Box 135 Loudonville OH 44842 340938590 501 (c) (3) 380 Agency Endowment Distribution LoudonvillePerrysville Exempt Village Schools 210 E Main Loudonville OH 44842 346001718 501 (c) (3) 2208 Donor Designated 2009-10 Dist. Loudonville-Perrysville Exempt Schools - Highschool 421 Campus Ave Loudonville OH 44842 346001718 501 (c) (3) 400 Astronomy Night 2009 Lutheran Social Services of Central Ohio Inc 750 E Broad Street Columbus OH 43205 314412586 501 (c) (3) 4000 Automated External Defibrillators Mapleton Local Schools 2 Mountie Dr Ashland OH 44805 346004568 501 (c) (3) 5189 Peter Pugger De-Airing Power Wedger VPM30 Mapleton Local Schools 635 Co Rd 801 Ashland OH 44805 346004568 501 (c) (3) 488 Practical Anatomy & Physiology Mapleton Schools - Elementary 635 Co Rd 801 Ashland OH 44805 346004568 501 (c) (3) 448 Third Grade Guitar Mrs Trina Mohney (Ashland University) 926 Smith Road Ashland OH 44805 340714626 501 (c) (3) 600 2009-2010 dist: Science Camp Catering New Life Tabernacle 3542 12th Street NW Massillion OH 44646 341394600 501 (c) (3) 4224 2009-2010 Distribution - Donor Designated Peace Evangelical Luthern Church Endowment 1360 Smith Road Ashland OH 44805 341087257 501 (c) (3) 6650 Agency Endowment Distribution Pleasant Hill Outdoor Center 4654 Pleasant Hill Rd Perrysville OH 44864 341944423 501 (c) (3) 5000 Lodge Building Expansion Rape Crisis Domestic Violence Safe Haven 233 Rocky Lane Ashland OH 44805 341680201 501 (c) (3) 996 Agency Endowment Distribution Ronald McDonald House of Akron 245 Locust Street Akron OH 44302 341405958 501 (c) (3) 442 Donor Advised Ronald McDonald House of Cincinnati 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 (c) (3) 50 Dist. Kids Who Care Samaritan Hospital Foundation 663 E Main Street Ashland OH 44805 341783215 501 (c) (3) 5000 Brechbuhler Pass through St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 28 Donor Designated 2009-2010 Quarterly Distribution St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 20476 Agency Endowment Distribution St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 500 Economics - How to Handle Money St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 300 Incorporating Technology into the Community St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 300 Ohio Indian Heritage Early Ohio Imigrants & Clay St Edward School 433 Cottage Street Ashland OH 44805 340782260 501 (c) (3) 15000 Computers The Salvation Army 527 E Liberty Street Ashland OH 44805 135562351 501 (c) (3) 29186 Kroc Center The Salvation Army 527 E Liberty Street Ashland OH 44805 135562351 501 (c) (3) 5000 Kroc Center Operations The Salvation Army 527 E Liberty Street Ashland OH 44805 135562351 501 (c) (3) 2332 Grandfathered grant Tri-County Cooperative Preschool (Ashland) 1256 S Center Street Ashland OH 44805 341307375 501 (c) (3) 500 Bird/Butterfly Garden United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 973 Donor Advised United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 849 Donor Designated 2009-10 Dist. United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 5682 2009-2010 Distribution-Donor Designated United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 876 Agency Endowment Distribution United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 2332 Grandfathered 2009-2010 Quarterly Distribution United Way of Ashland County 132 W Main Street Ashland OH 44805 346004364 501 (c) (3) 1000 Steury Pass through YMCA Partner with Youth 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 764 Agency Endowment Distribution YMCA Partners with Youth 207 Miller Street Ashland OH 44805 340714793 501 (c) (3) 100 2009-2010 Quarterly Distribution Ashland City Schools - Lincoln Elementary 30 W 11th Street Ashland OH 44805 340000118 501 (c) (3) 494 Anchor Books for Writing Lessons Ashland County West Holmes JVS-Ashand County Career Center 1783 St Rt 60 Ashland OH 44805 341089984 501 (c) (3) 412 2009-2010 Donor Designated Noah's Ark Daycare P O Box 128 Savannah OH 44874 341032296 501 (c) (3) 10000 Renovation of Children's Center Trinity Lutheran Church 508 Center Street Ashland OH 44805 340742709 501 (c) (3) 1432 2009-2010 Donor Designated Village of Loudonville-Recreation Department 156 N Water St Loudonville OH 44842 346001720 Government Entity 18000 Renovation & Repair of Theatre & Municipal Bldg. 90 3 Scholarships 116 94775 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All grantees are required to submit follow-up reports which detail use of grant dollars, outcomes, etc. X 8 316853 Sale price of shares 0 1 1 Third Party Use: Part I, Line 32b: The organization utilizes a stock broker services. Form 990, Part VI, Section A, line 2 Some professionals serving as Board of Trustee members may have other Board of Trustee members as clients. Form 990, Part VI, Section B, line 11 Form 990 is provided to the governing body members for review and approval. Prior to filing, questions and comments of the members are responded to and incorporated into the tax filing as necessary. Form 990, Part VI, Section B, line 12c The organization promptly evaluates any identified exceptions of it's conflict of interest policy. Board Trustee minutes reflect non-voting of any potential conflict person. Form 990, Part VI, Section B, line 15 Annual salary reports from Ohio Grantmakers Forum and Council on Foundations are used. These reports display study results of salaries, etc. by position for counties, regions, states, and more. The Board of Trustees executive committee reviews compensation and determines any changes and approves for key position. A committee of the Board of Trustees evaluates the progress of the organization and key employees' contribution toward goals attained by the entity. The committee is aware of compensation trends in general and Ashland County in particular. The Board of Trustees executive committee approves each key employee's compensation for the coming year after appropriate review and deliberation. The President serves pro bono. Form 990, Part VI, Section C, line 18 Information provided upon request Form 990, Part VI, Section C, line 19 Information provided upon request Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 2,152,895. Form 990, Page 11, Part XI, 2c: No changes in oversight of the audit from prior year.