HAMILTON COMMUNITY FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HAMILTON COMMUNITY FOUNDATION INC (EIN 31-6038277)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-13
IRS object ID: 201121949349300102
Schema version: 2010v3.2
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 M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-13T07:46:02-05:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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	2011-07-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DOUGLAS C JACOBS	Name
Phone	5138688600	Phone
Date Prepared	2011-07-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	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	8371077	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	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	8	TotalNbrEmployees
Total Nbr Volunteers	180	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	3942859	ContributionsGrantsPriorYear
Contributions Grants Current Year	2626594	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	430267	ProgramServiceRevenuePriorYear
Program Service Revenue CY	477250	ProgramServiceRevenueCY
Investment Income Prior Year	737304	InvestmentIncomePriorYear
Investment Income Current Year	5267233	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	5110430	TotalRevenuePriorYear
Total Revenue Current Year	8371077	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	3244056	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4060597	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	447192	SalariesEtcPriorYear
Salaries Etc Current Year	431803	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	97250	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1731813	OtherExpensePriorYear
Other Expenses Current Year	2106907	OtherExpensesCurrentYear
Total Expenses Prior Year	5423061	TotalExpensesPriorYear
Total Expenses Current Year	6599307	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-312631	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1771770	RevenuesLessExpensesCY
Total Assets BOY	67556910	TotalAssetsBOY
Total Assets EOY	71289989	TotalAssetsEOY
Total Liabilities BOY	858922	TotalLiabilitiesBOY
Total Liabilities EOY	2058576	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	66697988	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	69231413	NetAssetsOrFundBalancesEOY
Mission Description	COMMUNITY FOUNDATION	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	5723558	Expense
Grants	4060597	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	5723558	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	true	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	11	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	8	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
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	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	125000	0	13691

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	125000	TotalReportableCompFromOrg
Total Other Compensation	13691	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	10000	GovernmentGrants
All Other Contributions	2616594	AllOtherContributions
Noncash Contributions	446231	NoncashContributions
Total Contributions	2626594	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	ADMINISTRATIVE FEES	Description
Total Revenue Column	477250	TotalRevenueColumn
Related Or Exempt Function Income	477250	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	477250	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1768224	TotalRevenueColumn
Exclusion	$1,768,224	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	3499009	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	3499009	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	3499009	TotalRevenueColumn
Related Or Exempt Function Income	3499009	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8371077	TotalRevenueColumn
Related Or Exempt Function Income	3976259	RelatedOrExemptFunctionIncome
Exclusion	$1,768,224	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3512315	Total
Program Services	3512315	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	548282	Total
Program Services	548282	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	138691	Total
Program Services	76281	ProgramServices
Management And General	41607	ManagementAndGeneral
Fundraising	20803	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	234392	Total
Program Services	128915	ProgramServices
Management And General	70318	ManagementAndGeneral
Fundraising	35159	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	8426	Total
Program Services	4634	ProgramServices
Management And General	2528	ManagementAndGeneral
Fundraising	1264	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	24667	Total
Program Services	13566	ProgramServices
Management And General	7401	ManagementAndGeneral
Fundraising	3700	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	25627	Total
Program Services	14095	ProgramServices
Management And General	7688	ManagementAndGeneral
Fundraising	3844	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1051	Total
Program Services	1051	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	16710	Total
Management And General	16710	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	698410	Total
Program Services	477230	ProgramServices
Management And General	221180	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	6655	Total
Program Services	3832	ProgramServices
Management And General	381	ManagementAndGeneral
Fundraising	2442	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	32016	Total
Program Services	9605	ProgramServices
Management And General	3202	ManagementAndGeneral
Fundraising	19209	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	9060	Total
Program Services	2717	ProgramServices
Management And General	6343	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	19088	Total
Program Services	18135	ProgramServices
Management And General	953	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	3120	Total
Program Services	1872	ProgramServices
Management And General	624	ManagementAndGeneral
Fundraising	624	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	213054	Total
Management And General	213054	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	8750	Total
Management And General	8750	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
GRANTS-5000 AND LESS	592517	592517
PROGRAM EXPENSES	287737	287737
BAD DEBT EXPENSE	165000		165000
DEVELOPMENT	29171	16682	3342	9147
DUES AND SUBSCRIPTIONS	10584	8996	530	1058

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	13984	Total
Program Services	5096	ProgramServices
Management And General	8888	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	6599307	Total
Program Services	5723558	ProgramServices
Management And General	778499	ManagementAndGeneral
Fundraising	97250	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	941951	BOY
EOY	839417	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	654	BOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	7538404	BOY
EOY	7165982	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8875563	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3048860	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5904757	BOY
EOY	5826703	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	52947846	BOY
EOY	56557461	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	222898	BOY
EOY	900026	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	67556910	BOY
EOY	71289989	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	10287	BOY
EOY	10132	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	848635	BOY
EOY	2048444	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	858922	BOY
EOY	2058576	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	15523654	BOY
EOY	19699637	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	16578602	BOY
EOY	19742946	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	34595732	BOY
EOY	29788830	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	66697988	BOY
EOY	69231413	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	67556910	BOY
EOY	71289989	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	1771770	ReconcilationRevenueExpenses
Reconcilation Other Changes	761655	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	4118910	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5580224	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6189734	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3942859	CurrentTaxYearMinus1Year
Current Tax Year	2626594	CurrentTaxYear
Total	22458321	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4118910	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5580224	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6189734	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3942859	CurrentTaxYearMinus1Year
Current Tax Year	2626594	CurrentTaxYear
Total	22458321	Total

Field	Value	IRS element (for citing)
Public Support Total170	22458321	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1659498	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2188837	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1842553	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1325499	CurrentTaxYearMinus1Year
Current Tax Year	1768224	CurrentTaxYear
Total	8784611	Total

Field	Value	IRS element (for citing)
Total Support	31242932	TotalSupport
Gross Receipts From Admissions Etc	477250	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.71880	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.74250	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	105	NumberDAFsHeld
Number Funds Held	559	NumberFundsHeld
Donor Advised Contributions	1758461	DonorAdvisedContributions
Contrib To Funds And Other Accounts	733133	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	2972317	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	2894653	GrantsFundsAndOtherAccounts
Aggregate DAF Value	6364682	AggregateDAFValue
Aggregate Fund Value	38111108	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	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 Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	852118	BeginningOfYearBalance
Contributions	10175	Contributions
Investment Earnings Or Losses	-286492	InvestmentEarningsOrLosses
Grants Or Scholarships	36198	GrantsOrScholarships
End Of Year Balance	539603	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	8433069	OtherCostOrOtherBasis
Depreciation	2974834	Depreciation
Book Value	5458235	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	90157	OtherCostOrOtherBasis
Depreciation	69031	Depreciation
Book Value	21126	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	5826703	TotalOfBookValueLandBuildings
Total Revenue	8371077	TotalRevenue
Total Expenses	6599307	TotalExpenses
Excess Or Deficit For Year	1771770	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1545962	NetUnrealizedGLOnInvestments
Other	-$784,307	OtherAmount
Total Adjustments	761655	TotalAdjustments
Excess Or Deficit Per FS	2533425	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	10180768	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1545962	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	246600	DonatedSrvcAndUseOfFacilities
Other Revenues	17129	OtherRevenues
Revenue Not Rptd F990	1809691	RevenueNotRptdF990
Revenue Subtotal	8371077	RevenueSubtotal
Total Revenue Per Form990	8371077	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	7647343	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	246600	DonatedServicesUseOfFacilities
Other Expenses Included	801436	OtherExpensesIncluded
Expenses Not Rptd F990	1048036	ExpensesNotRptdF990
Expenses Subtotal	6599307	ExpensesSubtotal
Total Expenses Per Form990	6599307	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	INCREASE IN CSV OF LIFE INSURANCE 17,129 GRANTS PAYABLE ACCRUALS/ADJUSTMENT -801,436
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	INCREASE IN CSV OF LIFE INSURANCE 17,129
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	GRANTS PAYABLE ACCRUALS/ADJUSTMENT 801,436

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (60 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	5589
BADIN HIGH SCHOOL
571 NEW LONDON RD	HAMILTON	OH	45013	311024995	39600
BARTHOLOMEW CONSOLIDATED SCHOOL FOU
1200 CENTRAL AVE	COLUMBUS	IN	47201	356041222	10000
BIG BROTHERS & BIG SISTERS OF BUTLE
5539 EUREKA DRIVE	HAMILTON	OH	45011	310846147	5525
BOYS & GIRLS CLUB OF HAMILTON
958 EAST AVE	HAMILTON	OH	45011	310616383	77251
BRONNER'S CHRISTMAS WONDERLAND
PO BOX 176	FRANKENMUTH	MI	48734	381630030	6371
BUTLER COUNTY UNITED WAY
323 NORTH THIRD ST	HAMILTON	OH	45011	310734490	10378
CAMPAGNA ACADEMY
7403 S CLINE AVE	SCHERERVILLE	IN	46376	351068483	10000
CAPITAL UNIVERSITY CONTROLLER'S OF
1 COLLEGE AND MAIN	COLUMBUS	OH	43209	314379435	17636
CITY OF COLUMBUS
123 WASHINGTON ST	COLUMBUS	IN	47201	356000989	25000
CITY OF HAMILTON
345 HIGH ST	HAMILTON	OH	45011	316000142	23008
COLONIAL FOUNDATION
520 EATON AVE	HAMILTON	OH	45013	311324726	47000
COLONIAL
520 EATON AVE	HAMILTON	OH	45013	311596262	17393
COLUMBUS AREA CHAMBER OF COMMERCE F
500 FRANKLIN ST	COLUMBUS	IN	47201	350240270	14000
COLUMBUS REGIONAL HOSPITAL FOUNDATI
2400 EAST 17TH ST	COLUMBUS	IN	47201	356023714	19200
COMMUNITY FOUNDATION OF BARTHOLOMEW
538 FRANKLIN ST PO BOX 1547	COLUMBUS	IN	47202	351343903	10500
COMMUNITY FOUNDATION OF WEST CHESTE
5641 UNION CENTRE DR	WEST CHESTER	OH	45069	311661966	8000
COMMUNITY SHARES
103 WILLIAM HOWARD TAFT RD	CINCINNATI	OH	45219	311445067	23000
DAN BEARD COUNCIL
10078 READING ROAD	CINCINNATI	OH	45241	310536651	10000
EMERGENCY MONEY FUND CO SARA PINK
3114 MORMAN RD	HAMILTON	OH	45013	237425112	37617
FIRST BAPTIST CHURCH
1501 PYRAMID HILL BLVD	HAMILTON	OH	45013	310558447	5061
FITTON CENTER FOR CREATIVE ARTS
101 S MONUMENT ST	HAMILTON	OH	45011	310736673	347949
FT HAMILTON HOSPITAL FOUNDATION
630 EATON AVE	HAMILTON	OH	45013	310536662	371231
GREAT MIAMI RIVER DAYS EVENT COMMIT
210 N SECOND ST	HAMILTON	OH	45011	316038277	37650
GREAT MIAMI ROWING CENTER
426 A MAIN STREET	HAMILTON	OH	45013	260718870	33350
GREAT MIAMI VALLEY YMCA
105 N SECOND ST	HAMILTON	OH	45011	310536719	22423
HAMILTON CITY SCHOOLS
533 DAYTON ST	HAMILTON	OH	45011	316000818	49698
HAMILTON OHIO CITY OF SCULPTURE I
ONE HIGH ST	HAMILTON	OH	45011	311744687	13000
HAMILTON-FAIRFIELD SYMPHONY ORCHEST
ONE HIGH ST	HAMILTON	OH	45011	316053052	40203
HOSPICE OF CINCINNATI
4360 COOPER RD SUITE 300	CINCINNATI	OH	45242	310537122	50000
INDIANAPOLIS PARKS FOUNDATION
615 N ALABAMA ST SUITE 119	INDIANAPOLIS	IN	46204	351860468	13200
JOURNAL NEWS FOOD RELIEF FUND
PO BOX 421545	MIDDLETOWN	OH	45042	310744948	35000
LEGAL AID SOCIETY OF GREATER CINCIN
215 E 9TH ST SUITE 200	CINCINNATI	OH	45202	310536673	15000
LIFESPAN INC
1900 FAIRGROVE AVE	HAMILTON	OH	45011	310536660	22365
MERCY FRANCISCAN AT ST RAPHAEL
610 HIGH ST	HAMILTON	OH	45011	202934871	10468
MERCY HEALTH PARTNERS FOUNDATION
4600 MCAULEY PLACE - 5TH FLOOR	CINCINNATI	OH	45242	311217563	300000
MIAMI UNIVERSITY FOUNDATION
775 EAST CHESTNUT ST	OXFORD	OH	45056	316026014	1025000
MIAMI UNIVERSITY HAMILTON
1601 UNIVERSITY BLVD	HAMILTON	OH	45011	316402089	108000
MIAMI VALLEY COUNCIL BOY SCOUTS OF
3500 PENTAGON PARK BLVD SUITE 500	BEAVERCREEK	OH	45431	310537124	13662
MIDDLETOWN AREA SENIOR CITIZENS IN
3907 CENTRAL AVE	MIDDLETOWN	OH	45044	311026085	7000
MOTHER TERESA CATHOLIC ELEM SCHOOL
6085 JACKIE DR	LIBERTY TOWNSHIP	OH	45044	311591737	31000
NEIGHBORHOOD HOUSING SERVICES OF HA
100 S MARTIN LUTHER KING BLVD	HAMILTON	OH	45011	311353685	20860
OCEAN REEF MEDICAL CENTER FOUNDATIO
50 BARACUDA LANE	KEY LARGO	FL	33037	650443146	10000
OHIO SECTION AWWA
3972 INDIANOLA AVE	COLUMBUS	OH	43214		7000
OPEN DOOR PANTRY
800 S FRONT ST	HAMILTON	OH	45011	311030456	12566
PEOPLE WORKING COOPERATIVELY INC
4612 PADDOCK RD	CINCINNATI	OH	45229	310859104	10000
PYRAMID HILL SCULPTURE PARK & MUSEU
1763 HAMILTON-CLEVES RD	HAMILTON	OH	45013	311439692	60800
SALVATION ARMY
PO BOX 2 235 LUDLOW ST	HAMILTON	OH	45012	135562351	9760
SELF INC
PO BOX 1322	HAMILTON	OH	45012	311445223	10000
ST PETER'S IN CHAINS SCHOOL
382 LIBERTY AVE	HAMILTON	OH	45013		11800
SUPPORTERS OF LANE LIBRARY
1220 EATON AVE	HAMILTON	OH	45013		14500
THE NATIONAL CENTER FOR COLLEGE COS
15 WEST FRANKLIN ST	GREENCASTLE	IN	46135	352068979	10000
THE PRESBYTERIAN CHURCH
23 SOUTH FRONT ST	HAMILTON	OH	45011	310576677	38987
TRINITY EPISCOPAL CHURCH
115 N SIXTH ST	HAMILTON	OH	45011	310615700	74955
TVHAMILTON
20 HIGH ST	HAMILTON	OH	45011	316038277	12500
UNITED WAY OF GREATER CINCINNATI
2400 READING RD	CINCINNATI	OH	45202	310537502	100000
UNIVERSITY OF DAYTON
300 COLLEGE PARK DR	DAYTON	OH	45469	310536715	7490
VAN WERT COUNTY HOSPITAL
1250 S WASHINGTON ST	VAN WERT	OH	45891	344429514	20000
WIEBOLD STUDIO INC
413 TERRACE PARK	TERRACE PARK	OH	45174	310732965	6615
YWCA OF HAMILTON
244 DAYTON ST	HAMILTON	OH	45011	310537167	21154

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	48008	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	216	523200
CANCER ASSISTANCE	35	18434
KEELY ORTHODONTIC FUND	6	6648

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 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	305292	NoncashContribsRptdF990

Real Estate Commercial RealEstateCommercial

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	135000	NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	5939	NoncashContribsRptdF990

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

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