YELLOW SPRINGS COMMUNITY FOUNDATION: Form 990, tax year 2010
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- Organization
- YELLOW SPRINGS COMMUNITY FOUNDATION (EIN 23-7372791)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-17
- IRS object ID
- 201142939349300619
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-17T14:06:46-05:00 | 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 | Taylor ApplegateHughes & Assoc Ltd | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E High St | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 45505 | 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 | 237372791 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yellow Springs Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YELL | NameControl |
| Phone | 9377672655 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Bradtmiller | Name |
| Title | President/Trustee | Title |
| Phone | 9377672655 | Phone |
| Date Signed | 2011-10-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathleen M Hughes | Name |
| Phone | 9373251538 | Phone |
| Date Prepared | 2011-10-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Bruce Bradtmiller | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6155267 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.yscf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To enhance community life in Yellow Springs and Miami Township by providing means for charitable giving and grant making that fund a broad range of activities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 400 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 453009 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3673740 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33875 | InvestmentIncomePriorYear |
| Investment Income Current Year | 165149 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 400 | OtherRevenuePriorYear |
| Other Revenue Current Year | 400 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 487284 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3839289 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 84147 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 75633 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13624 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17321 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 421 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 29155 | OtherExpensePriorYear |
| Other Expenses Current Year | 39342 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 126926 | TotalExpensesPriorYear |
| Total Expenses Current Year | 132296 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 360358 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3706993 | RevenuesLessExpensesCY |
| Total Assets BOY | 3479366 | TotalAssetsBOY |
| Total Assets EOY | 7201332 | TotalAssetsEOY |
| Total Liabilities BOY | 752291 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 767264 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2727075 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6434068 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Entrusted with the responsibility of enhancing community life, the Yellow Springs Community Foundation has the following vision: to serve as a catalyst and resource for philanthropy; to build and be stewards of endowments that address the community's evolving needs; to provide flexible and cost-effective ways for donors to improve our community; and to excel in strategic grant making in areas that include arts, culture, education, recreation, scientific research, and social services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 101169 | Expense |
| Grants | 75633 | Grants |
| Description | Benefits the citizens of Yellow Springs and Miami Township by awarding grants to other non-profit organizations and scholarships to students. | Description |
| Total Program Service Expense | 101169 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perry M Stewart Asst Treasurer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9377674541 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55 | AddressLine1 |
| City | Yellow Springs | City |
| State | OH | State |
| ZIP Code | 45387 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Dave Wishart | ||||||
| Treasurer/Trustee | 3.00 | X | X | 0 | 0 | 0 |
| Bruce Bradtmiller | ||||||
| Pres/Trustee | 5.00 | X | X | 0 | 0 | 0 |
| Susan Miller | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Jane Scott | ||||||
| V.P./Trustee | 4.00 | X | X | 0 | 0 | 0 |
| Jane Baker | ||||||
| Sec./Trustee | 2.00 | X | X | 0 | 0 | 0 |
| Staffan Erickson | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Orlando Brown | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Maureen Lynch | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Joan Ackerman | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Perry M Stewart | ||||||
| Asst. Treas./Non-Trustee | 3.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3673740 | AllOtherContributions |
| Noncash Contributions | 3113611 | NoncashContributions |
| Total Contributions | 3673740 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148007 | TotalRevenueColumn |
| Exclusion | $148,007 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2333120 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2315978 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17142 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17142 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17142 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Trustee Fee | Description |
| Business Code | 525920 | BusinessCode |
| Total Revenue Column | 400 | TotalRevenueColumn |
| Unrelated Business Revenue | 400 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3839289 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17142 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 400 | UnrelatedBusinessRevenue |
| Exclusion | $148,007 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67983 | Total |
| Program Services | 67983 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7650 | Total |
| Program Services | 7650 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15997 | Total |
| Management And General | 15997 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324 | Total |
| Management And General | 1324 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4100 | Total |
| Program Services | 2050 | ProgramServices |
| Management And General | 2050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22706 | Total |
| Program Services | 22706 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1021 | Total |
| Management And General | 1021 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1654 | Total |
| Management And General | 1654 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1818 | Total |
| Management And General | 1397 | ManagementAndGeneral |
| Fundraising | 421 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341 | Total |
| Management And General | 341 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1560 | Total |
| Program Services | 780 | ProgramServices |
| Management And General | 780 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3980 | Total |
| Management And General | 3980 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Insurance | 1275 | 1275 |
| Membership Dues | 575 | 575 |
| Filing Fees | 300 | 300 |
| Bank/tax fees | 12 | 12 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132296 | Total |
| Program Services | 101169 | ProgramServices |
| Management And General | 30706 | ManagementAndGeneral |
| Fundraising | 421 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1950013 | BOY |
| EOY | 756537 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511854 | BOY |
| EOY | 6427295 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17500 | BOY |
| EOY | 17500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479366 | BOY |
| EOY | 7201332 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752291 | BOY |
| EOY | 767264 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752291 | BOY |
| EOY | 767264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2727075 | BOY |
| EOY | 6434068 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2727075 | BOY |
| EOY | 6434068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479366 | BOY |
| EOY | 7201332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3706993 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 217690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 387494 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3673740 | CurrentTaxYear |
| Total | 4430867 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 217690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 387494 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3673740 | CurrentTaxYear |
| Total | 4430867 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3570764 | AmountsSubstContributorsTotal |
| Public Support Total170 | 860103 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34655 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148007 | CurrentTaxYear |
| Total | 458916 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3202 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1262 | CurrentTaxYear |
| Total | 5664 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4895447 | TotalSupport |
| Public Support Pertcentage170 | 0.17570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.38580 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
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) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 520475 | BeginningBalance |
| Additions During Year | 42114 | AdditionsDuringYear |
| Distributions During Year | 17951 | DistributionsDuringYear |
| Ending Balance | 544638 | EndingBalance |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2544503 | BeginningOfYearBalance |
| Contributions | 3639016 | Contributions |
| Investment Earnings Or Losses | 164242 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 74183 | GrantsOrScholarships |
| Other Expenditures | 759 | OtherExpenditures |
| End Of Year Balance | 6272819 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2180563 | BeginningOfYearBalance |
| Contributions | 354768 | Contributions |
| Investment Earnings Or Losses | 81629 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 71891 | GrantsOrScholarships |
| Other Expenditures | 566 | OtherExpenditures |
| End Of Year Balance | 2544503 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2032288 | BeginningOfYearBalance |
| Contributions | 172464 | Contributions |
| Investment Earnings Or Losses | 67050 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 91239 | GrantsOrScholarships |
| End Of Year Balance | 2180563 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Agency Funds | Description |
| Amount | $767,264 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 767264 | TotalOfAmounts |
| Total Revenue | 3839289 | TotalRevenue |
| Total Expenses | 132296 | TotalExpenses |
| Excess Or Deficit For Year | 3706993 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 3706993 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3839289 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3839289 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3839289 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 132296 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 132296 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 132296 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part IV, Line 1b: | ReturnReference |
| Explanation | The Foundation is the successor trustee for the Edwin K. Foos Trust. The Foundation manages the investments and determines the annual distributions to the beneficiaries. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|
| Yellow Springs Exempted Village School District | ||||||||
| 201 S Walnut St | Yellow Springs | OH | 45387 | 316000874 | 7369 | FMV | $500 First Lego League, $150 Music Library, $6,719 Solo Curriculum | |
| Yellow Springs Arts Council | ||||||||
| PO Box 459 | Yellow Springs | OH | 45387 | 311215024 | 5510 | FMV | $660 Living History, $300 general support, $3,500 New Council Home, $1,050 Community Pottery | 501(c)(3) |
| WYSO | ||||||||
| 150 East South College St | Yellow Springs | OH | 45387 | 310536640 | 6438 | FMV | $300 general support, $6,138 Community Voices Program | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Awards and scholarships for students in the Yellow Springs Exempted Village School District | TypeOfGrant |
| Number Of Recipients | 10 | NumberOfRecipients |
| Amount Of Cash Grant | 7650 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Foundation's Grant Agreement Letter includes requiring the grantee to file a final report. The Foundation maintains a tracking list for follow-up if the grantee's final report has not been received in a timely manner. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3113611 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The trustees can review the Form 990 electronically on the secure part of the Foundation's website. Approval can be either electronically or at a regular meeting. | |
| The Foundation Administrator monitors the process of having trustees complete the relevant form. Then the Foundation Administrator reports the disclosures to the trustees who enforce the policy. | Form 990, Part VI, Section B, line 12c | |
| The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. | Form 990, Part VI, Section C, line 19 | |
| No change in this process from prior year. | Form 990, Part XII, Line 2c Financial Statements and Reporting: |
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