2011-05-03T09:41:30-05:00 2010-12-31 MURRAY WELLS WENDELN & ROBINSON 326 NORTH WAYNE STREET PIQUA OH 453560613 990 2010-01-01 311391908 THE PIQUA COMMUNITY FOUNDATION PIQU 9376159080 P O BOX 226 PIQUA OH 45356 KAREN S WENDELN 9376159080 2011-05-02 1 TONY WENDELN 9377736373 2011-04-29 2010 2016-02-24 21:20:13Z CRAIG MULLENBROCK 228 W ASH ST PIQUA OH 45356 2841674 0 X PIQUACOMMUNITYFOUNDATION.ORG X 1993 OH COMMUNITY FOUNDATION FOR PIQUA, OHIO 18 18 1 50 0 0 512987 858958 0 0 50790 268741 13340 16507 577117 1144206 1268919 971099 0 0 29796 30694 0 0 0 50804 59375 1349519 1061168 -772402 83038 6152827 6675674 3711 53792 6149116 6621882 X TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. 0 0 677499 677499 THE PIQUA COMMUNITY FOUNDATION ASSISTED MANY ORGANIZATIONS. GRANTS WERE AWARDED IN AMOUNTS DETERMINED BY THE DISTRIBUTION COMMITTEE AND COMMITTEES COMPRISED BY DONORS OF DONOR ADVISED FUNDS. FUNDS WERE COLLECTED AND DISBURSED TO THE CITY OF PIQUA FOR A MAJOR COMMUNITY PROJECT AND TO PIQUA HIGH SCHOOL FOR ANOTHER MAJOR COMMUNITY PROJECT. 70500 70500 THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE HIGH SCHOOL GRADUATES. 106946 106946 THE PIQUA COMMUNITY FOUNDATION APPROVED DISTRIBUTIONS TO ELIGIBLE CHARITIES UPON RECOMMENDATIONS FROM DONORS OF FUNDS TO PERSONAL GIFTING ACCOUNTS. 116154 116154 FOUNDATION RESTRICTED FUNDS APPROVED DISTRIBUTIONS TO VARIOUS CHARITIES. 116154 116154 971099 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 OH X TONY WENDELN 9377736373 326 N WAYNE ST P O BOX 613 PIQUA OH 45356 CRAIG W MULLENBROCK 1.00 X 0 0 0 NEILL H HAAS 1.00 X 0 0 0 JOHN S ALEXANDER 1.00 X 0 0 0 JOHN A BROWN 1.00 X 0 0 0 CHERYL L BURKHARDT 1.00 X 0 0 0 MIMI A CRAWFORD 1.00 X 0 0 0 DANIEL P FRENCH 1.00 X 0 0 0 MICHAEL E GUTMANN 1.00 X 0 0 0 DAVID GALBREATH 1.00 X 0 0 0 NANCY JOHNSTON 1.00 X 0 0 0 L EDWARD FRY 1.00 X 0 0 0 KATHRYN M PATTEN 1.00 X 0 0 0 DANIEL E RAMER 1.00 X 0 0 0 STACY P SCOTT 1.00 X 0 0 0 STEVEN K STALEY 1.00 X 0 0 0 TONY WENDELN 1.00 X 0 0 0 MICHAEL P YANNUCCI 1.00 X 0 0 0 KAREN S WENDELN 20.00 X 28420 0 0 28420 0 0 0 0 0 0 0 858958 60642 858958 144660 144660 1818268 1694187 124081 124081 124081 13800 3281 10519 10519 MANAGEMENT FEE 561000 5988 5988 5988 1144206 124081 0 161167 894599 894599 76500 76500 28420 28420 2274 2274 8400 8400 1844 1844 2021 2021 INVESTMENT MANAGEMENT 41464 41464 PRINTING AND POSTAGE 3976 3976 TELEPHONE 1470 1470 FILING FEES 200 200 1061168 971099 90069 0 30729 137114 387881 320978 18615 14295 5715602 6203287 6152827 6675674 3711 53792 3711 53792 X 1990738 2181271 4158378 4440611 6149116 6621882 6152827 6675674 X 83038 389728 X 0 0 0 X 891628 1256824 3491964 512987 858958 7012361 891628 1256824 3491964 512987 858958 7012361 1084084 5928277 165060 245853 193067 115255 144660 863895 7876256 98810 0.75270 0.71970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 250967 293600 4440611 1 1 0 BONDS AND TREASURY NOTES 308736 F BOND FUNDS 1238143 F EQUITY FUNDS 2977526 F COMMON STOCKS 523165 F BENEFICIAL INTERESTS IN TRUSTS & LLC 1155717 F 6203287 ASSETS HELD ON BEHALF OF OTHERS 53792 53792 1 COVINGTON CHURCH OF CHRIST 115 N PEARL ST COVINGTON OH 45318 7069 CHARITABLE REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 11850 CHARITABLE ST JAMES CHURCH 200 W HIGH ST PIQUA OH 45356 9040 CHARITABLE EDISON COMMUNITY COLLEGE FOUNDATION 973 EDISON DRIVE PIQUA OH 45356 8500 CHARITABLE PIQUA AREA UNITED WAY 326 N MAIN ST PIQUA OH 45356 20600 CHARITABLE PIQUA EDUCATION FOUNDATION 719 E ASH ST PIQUA OH 45356 5200 CHARITABLE PIQUA CHAMBER FOUNDATION 326 N MAIN ST PIQUA OH 45356 10150 CHARITABLE PIQUA CITY SCHOOLS 719 E ASH ST PIQUA OH 45356 11294 CHARITABLE PIQUA PARENTS AS TEACHERS 1120 NICKLIN AVE PIQUA OH 45356 10100 CHARITABLE MIAMI COUNTY DENTAL CLINIC P O BOX 420 PIQUA OH 45356 6750 CHARITABLE BETHANY CENTER P O BOX 224 PIQUA OH 45356 6100 CHARITABLE CLEER CREEK FARM P O BOX 1433 PIQUA OH 45356 5200 CHARITABLE PIQUA CATHOLIC ATHLETIC BOOSTERS 503 W NORTH ST PIQUA OH 45356 6500 CHARITABLE SALVATION ARMY P O BOX 615 PIQUA OH 45356 9000 CHARITABLE ST BONIFACE CATHOLIC CHURCH 310 S DOWNING ST PIQUA OH 45356 8000 CHARITABLE OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE 1900 COFFEY ROAD COLUMBUS OH 43210 7000 CHAITABLE SCHOLARSHIPS AWARDED TO AREA COLLEGE STUDENTS 50 76500 CASH PAID TO COLLEGE INSTITUTIONS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: RECIPIENTS OF GRANTS ARE REQUIRED TO SUBMIT A REPORT IN WRITING TO THE FOUNDATION TO SHOW THAT THEY USED THE GRANT FOR THE INTENDED PURPOSE. TONY WENDELN CPA ACCOUNTING, TAX & INVESTMENTS - CEO OF CPA FIRM PROFESSIONAL AND INVESTMENT SERVICES 0 JOHN A BROWN INVESTMENTS - PRESIDENT OF UNITY NATIONAL BANK INVESTMENT SERVICES 0 DANIEL RAMER INVESTMENTS - FIFTH THIRD BANK TRUST OFFICER INVESTMENT SERVICES 0 X 4 60642 FMV ON DATE OF GIFT 0 0 1 THIRD PARTY USE: PART I, LINE 32B: UNITY NATIONAL BANK AND MAINSOURCE BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR, TONY WENDELN IS SPOUSE OF EXECUTIVE DIRECTOR KAREN S. WENDELN AND HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS A LOCAL CPA. DIRECTOR, JOHN BROWN HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS PRESIDENT OF A LOCAL BANK. DIRECTOR, DAN RAMER HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS AN OFFICER WITH A BANK TRUST COMPANY. DIRECTOR, STEVEN STALEY HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS IN HIS INSURANCE AGENCY. FORM 990, PART VI, SECTION A, LINE 6 TRUSTEES OF THE ORGANIZATION ARE QUALIFIED AS SUCH BY CONTRIBUTING $1,000. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR FOR ACURACY AND IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FROM THE EXECUTIVE DIRECTOR UPON REQUEST. FINANCIAL STATEMENTS ARE PRINTED ANNUALLY IN THE FOUNDATION NEWSLETTER AND MAILED TO ALL CONTRIBUTORS AND GRANT RECIPIENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 389,728.