PIQUA COMMUNITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA COMMUNITY FOUNDATION (EIN 31-1391908)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-03
- IRS object ID
- 202420949349300502
- Schema version
- 2023v5.0
- 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) |
|---|---|---|
| Return | 2024-04-03T07:23:27-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824698321 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY WELLS WENDELN & ROBINSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 613 326 N WAYNE ST | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311391908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIQUA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIQU | BusinessNameControlTxt |
| Phone | 9376159080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 226 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KALETTE HITTLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9376159080 | PhoneNum |
| Signature | 2024-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KALETTE | PersonFirstNm |
| Person Last | HITTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEB MAURER CPA | PreparerPersonNm |
| PTIN | P01217642 | PTIN |
| Phone | 9377736373 | PhoneNum |
| Preparation | 2024-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KALETTE HITTLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 26 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,475,650 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PIQUACOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY FOUNDATION SERVING PIQUA, OHIO AND THE SURROUNDING AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,367,348 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,246,676 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,280,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $552,022 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,647,801 | PYTotalRevenueAmt |
| CY Total Revenue | $1,798,698 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $889,605 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $916,852 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $100,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $122,889 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $112,544 | PYOtherExpensesAmt |
| CY Other Expenses | $136,377 | CYOtherExpensesAmt |
| PY Total Expenses | $1,102,572 | PYTotalExpensesAmt |
| CY Total Expenses | $1,176,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,545,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $622,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,714,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,308,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $108,568 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,657 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,606,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,190,820 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $784,852 | ExpenseAmt |
| Grant | $784,852 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION ASSISTED MANY ORGANIZATIONS. GRANTS WERE AWARDED IN AMOUNTS DETERMINED BY THE DISTRIBUTION COMMITTEE AND COMMITTEES COMPRISED OF DONORS AND DONOR ADVISED FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $132,000 | ExpenseAmt |
| Grant | $132,000 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE COLLEGE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $916,852 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KALETTE HITTLE | PersonNm |
| Phone | 9376159080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 26 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MICHELLE PERRY | ||||||
| FORMER EXEC | 32.00 | Yes (X) | $80,000 | $0 | $0 | |
| MIMI A CRAWFORD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET L FRENCH | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE A GUNTER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL E GUTMANN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF PEDRO JR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MOLLY KARN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TRENTON KARN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BETH H KAZER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DOREEN LARSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW S MONNIN | ||||||
| SEC./TREAS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDI PEARSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SPENCER K PELTIER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GAIL B PETERSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES SEVER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| EMILY E SHAWLER | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW SNYDER | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN K STALEY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TONY WENDELN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KALETTE HITTLE | ||||||
| EXECUTIVE DI | 32.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,246,676 | AllOtherContributionsAmt |
| Noncash Contributions | $585,100 | NoncashContributionsAmt |
| Total Contributions | $1,246,676 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,988 | TotalRevenueColumnAmt |
| Exclusion | $493,988 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,734,986 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,676,952 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,034 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,034 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,798,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,034 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $493,988 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,852 | TotalAmt |
| Program Services | $784,852 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,000 | TotalAmt |
| Program Services | $132,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,033 | TotalAmt |
| Management And General | $114,033 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,856 | TotalAmt |
| Management And General | $8,856 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,773 | TotalAmt |
| Management And General | $86,773 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265 | TotalAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,854 | TotalAmt |
| Management And General | $18,854 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Management And General | $4,800 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,884 | TotalAmt |
| Management And General | $1,884 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,511 | TotalAmt |
| Management And General | $4,511 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ELIMINATE NON-OWNED ASSET | Desc |
| Total | $9,090 | TotalAmt |
| Management And General | $9,090 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,118 | TotalAmt |
| Program Services | $916,852 | ProgramServicesAmt |
| Management And General | $259,266 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,067 | BOYAmt |
| EOY | $290,586 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,842 | BOYAmt |
| EOY | $1,320,669 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,007,959 | BOYAmt |
| EOY | $15,697,222 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,714,868 | BOYAmt |
| EOY | $17,308,477 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,568 | BOYAmt |
| EOY | $117,657 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,568 | BOYAmt |
| EOY | $117,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,931,185 | BOYAmt |
| EOY | $4,780,625 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,675,115 | BOYAmt |
| EOY | $12,410,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,606,300 | BOYAmt |
| EOY | $17,190,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,714,868 | BOYAmt |
| EOY | $17,308,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $622,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,961,940 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $617,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,043,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $895,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,367,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,246,676 | CurrentTaxYearAmt |
| Total | $5,171,142 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $617,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,043,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $895,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,367,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,246,676 | CurrentTaxYearAmt |
| Total | $5,171,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,904,201 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,266,941 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $774,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $459,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,988 | CurrentTaxYearAmt |
| Total | $2,519,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,690,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,635 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | CASH FROM DISSOLVED TRUST 600,000 CASH FROM DISSOLVED TRUST 235,918 CITY ACCOUNT HELD FOR INDUSTRY REQUESTS 88,837 CITY ACCOUNT HELD FOR INDUSTRY REQUESTS 163,770 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $117,657 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $117,657 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| BETHANY CENTER | |||||
| P O BOX 224 | PIQUA | OH | 45356 | $15,200 | BASIC NEEDS |
| DAYTON FOUNDATION | |||||
| 40 N MAIN ST SUITE 500 | DAYTON | OH | 45423 | $10,000 | COMMUNITY SERVICES |
| EDISON FOUNDATION | |||||
| 1973 EDISON DRIVE | PIQUA | OH | 45356 | $57,018 | EDUCATION |
| JOHNSTON FARM FRIENDS COUNCIL | |||||
| 9845 N HARDIN RD | PIQUA | OH | 45356 | $14,585 | COMMUNITY SERVICES |
| FRIENDS OF MAIN STREET | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | $14,900 | COMMUNITY SERVICES |
| GREENE ST UM CHURCH | |||||
| 415 W GREENE ST | PIQUA | OH | 45356 | $7,700 | BASIC NEEDS |
| HEALTH PARTNERS | |||||
| 1300 N CO RD 25-A | TROY | OH | 45356 | $24,770 | HEALTH SERVICES |
| LEHMAN CATHOLIC HIGH SCHOOL | |||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | $11,500 | EDUCATION |
| MEALS ON WHEELS | |||||
| PO BOX 131 | PIQUA | OH | 45356 | $5,900 | BASIC NEEDS |
| MIAMI COUNTY DENTAL CLINIC | |||||
| 1364 W MAIN ST | TROY | OH | 45373 | $6,440 | HEALTH SERVICES |
| MIAMI COUNTY YMCA | |||||
| 233 W HIGH STREET | PIQUA | OH | 45356 | $173,890 | HEALTH AND WELLNESS |
| PIQUA CITY SCHOOLS | |||||
| 719 E ASH STREET | PIQUA | OH | 45356 | $11,057 | EDUCATION |
| PIQUA COMPASSION NETWORK | |||||
| 531 W ASH ST | PIQUA | OH | 45356 | $7,788 | COMMUNITY SERVICES |
| PIQUA PARENTS AS TEACHERS | |||||
| 1120 NICKLIN AVENUE | PIQUA | OH | 45356 | $7,900 | EDUCATION |
| REHAB CENTER NEUROLOGICAL DEV | |||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | $11,755 | HEALTH AND WELLNESS |
| SALVATION ARMY | |||||
| 129 S WAYNE STREET | PIQUA | OH | 45356 | $15,098 | COMMUNITY NEEDS |
| U OF PENN - NEW BOLTON CENTER | |||||
| 382 W STREET ROAD | KENNETT SQUARE | PA | 19348 | $15,000 | EDUCATION |
| UNITED WAY OF MIAMI COUNTY | |||||
| 116 W FRANKLIN ST | TROY | OH | 45373 | $36,000 | COMMUNITY SERVICES |
| ISAIAH'S PLACE INC | |||||
| 61 S STANFIELD ROAD | TROY | OH | 45373 | $8,000 | COMMUNITY SERVICES |
| UPPER VALLEY CAREER CENTER | |||||
| 3130 N COUNTY ROAD 25A | PIQUA | OH | 45356 | $5,832 | HEALTH/WELLNESS |
| PIQUA EDUCATION FOUNDATION | |||||
| 215 LOONEY ROAD | PIQUA | OH | 45356 | $39,500 | EDUCATION |
| PIQUA ARTS COUNCIL | |||||
| PO BOX 520 | PIQUA | OH | 45356 | $7,750 | COMMUNITY |
| UPPER MIAMI VALLEY YOUNG LIFE | |||||
| 325 N ASH STREET | PIQUA | OH | 45356 | $5,125 | COMMUNITY |
| CORNERSTONE OF HOPE INC | |||||
| 5905 BRECKVILLE ROAD | INDIANAPOLIS | IN | 46131 | $10,000 | COMMUNITY |
| PIQUA CATHOLIC SCHOOL | |||||
| 503 W NORTH STREET | PIQUA | OH | 45356 | $9,555 | EDUCATION |
| RT INDUSTRIES | |||||
| 110 FOSS WAY | TRPY | OH | 45373 | $20,000 | COMMUNITY |
| ST MARY CATHOLIC CHURCH | |||||
| 528 BROADWAY | PIQUA | OH | 45356 | $22,000 | COMMUNITY |
| OHIO STATE UNIVERSITY COLLEGE MED | |||||
| 1900 COFFEY ROAD | COLUMBUS | OH | 43201 | $15,000 | EDUCATION |
| THE VERDIN COMPANY | |||||
| 444 READING ROAD | CINCINNATI | OH | 45202 | $14,935 | COMMUNITY |
| VETERANS OF FOREIGN WARS FOUNDATION | |||||
| 400 WEST 34TH STREET | KANSAS CITY | MO | 64111 | $21,500 | COMMUNITY |
| WILMA'S PLACE | |||||
| 339 SOUTH STREET | PIQUA | OH | 45356 | $8,500 | BASIC NEEDS |
| OTHER GRANTS UNDER 5000 | |||||
| 209 W ASH ST | PIQUA | OH | 45356 | $140,654 | VARIOUS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 65 | RecipientCnt |
| Cash Grant | $132,000 | CashGrantAmt |
| Valuation Method Used | CASH PAID | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $585,100 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | PARK NATIONAL BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR FOR ACCURACY AND IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. EACH BOARD MEETING BEGINS WITH A DECLARATION OF CONFLICTS ON THE AGENDA. |
| FORM 990, PAGE 6, PART VI, 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. |