STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TROY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TROY FOUNDATION (EIN 31-6018703)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-31
IRS object ID
202433059349302818
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-10-31T15:30:04-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 S PATTERSON BLVDAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316018703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TROY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTROYBusinessNameControlTxt
Phone9373398935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP453733234ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone9373398935PhoneNum
Signature2024-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN O CRIMPreparerPersonNm
PTINP00368385PTIN
Phone9372980201PhoneNum
Preparation2024-10-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMELISSA KLEPTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP453733234ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,870,453GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THETROYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1924FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO CHARITABLE CAUSES FOR GROWING A GREATER TOMORROW.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,817,810PYContributionsGrantsAmt
CY Contributions Grants$8,124,445CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,826,134PYInvestmentIncomeAmt
CY Investment Income$3,828,540CYInvestmentIncomeAmt
PY Other Revenue$58,045PYOtherRevenueAmt
CY Other Revenue$11,434CYOtherRevenueAmt
PY Total Revenue$11,701,989PYTotalRevenueAmt
CY Total Revenue$11,964,419CYTotalRevenueAmt
PY Grants And Similar Paid$7,475,924PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,118,432CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$529,924PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$549,081CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$598,479PYOtherExpensesAmt
CY Other Expenses$628,467CYOtherExpensesAmt
PY Total Expenses$8,604,327PYTotalExpensesAmt
CY Total Expenses$10,295,980CYTotalExpensesAmt
PY Revenues Less Expenses$3,097,662PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,668,439CYRevenuesLessExpensesAmt
Total Assets BOY$123,423,524TotalAssetsBOYAmt
Total Assets EOY$141,156,124TotalAssetsEOYAmt
Total Liabilities BOY$7,802,362TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,654,812TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$115,621,162NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$132,501,312NetAssetsOrFundBalancesEOYAmt
MissionTO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO MEANINGFUL CAUSES FOR A BETTER TOMORROW.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,422,652ExpenseAmt
Grant$9,118,432GrantAmt
DescIN 2023, THE TROY FOUNDATION PROVIDED OVER 2,100 GRANTS TO ORGANIZATIONS PROVIDING SERVICES IN THE AREAS OF ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES, SOCIAL SERVICES, YOUTH DEVELOPMENT, BEAUTIFICATION, PROTECTING WILDLIFE AND THE ENVIRONMENT, AND EMERGENCY GRANTS TO ASSIST NON-PROFITS DURING THE PANDEMIC.Desc
Total Program Service Expenses$9,422,652TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA KLEPTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9373398935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP453733234ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOE DICKERSON
CHAIR1.000.10Yes (X)Yes (X)$0$0$0
SUSAN BEHM
GOV BD1.000.10Yes (X)$0$0$0
BRENT BLACK
GOV BD1.000.10Yes (X)$0$0$0
DAVE FISHER
GOV BD/TRUSTEES COMMITTEE1.000.10Yes (X)$0$0$0
TOM GIERE
VICE CHAIR1.000.10Yes (X)$0$0$0
COLLEEN GILARDI
GOV BD/DISTRIBUTION COMMITTEE1.000.10Yes (X)$0$0$0
KATHY KERBER
GOV BD1.000.10Yes (X)$0$0$0
TOM KLEPTZ
GOV BD/TRUSTEES COMMITTEE1.000.10Yes (X)$0$0$0
DOUG LINS
GOV BD1.000.10Yes (X)$0$0$0
ED PURVIS
GOV BD1.000.10Yes (X)$0$0$0
MAURICE SADLER
GOV BD1.000.10Yes (X)$0$0$0
CRAIG WISE
GOV BD1.000.10Yes (X)$0$0$0
MELISSA KLEPTZ
PRESIDENT & CEO39.900.10Yes (X)$126,856$0$48,061
WILLIAM J FULKER
SECRETARY GOV BD (NONVOTING)1.000.10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$126,856TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$48,061TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1US BANKBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 WEST MAIN STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGERServicesDesc
Compensation$258,450CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$80,701FundraisingAmt
All Other Contributions$8,043,744AllOtherContributionsAmt
Noncash Contributions$3,746,274NoncashContributionsAmt
Total Contributions$8,124,445TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,851,408TotalRevenueColumnAmt
Exclusion$2,851,408ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$563RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$563RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$563TotalRevenueColumnAmt
Exclusion$563ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,876,442SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,899,310SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$977,132SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$977,132TotalRevenueColumnAmt
Exclusion$977,132ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$17,595FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$80,701ContriRptFundraisingEventAmt
Fundraising Direct Expenses$6,724FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,871TotalRevenueColumnAmt
Exclusion$10,871ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,964,419TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,839,974ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,269,372TotalAmt
Program Services$8,269,372ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$849,060TotalAmt
Program Services$849,060ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$174,917TotalAmt
Management And General$174,917ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$305,098TotalAmt
Management And General$305,098ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,932TotalAmt
Management And General$1,932ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$35,979TotalAmt
Management And General$35,979ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,155TotalAmt
Management And General$31,155ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,610TotalAmt
Management And General$38,610ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$304,220TotalAmt
Program Services$304,220ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,537TotalAmt
Management And General$2,537ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,521TotalAmt
Management And General$30,521ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,147TotalAmt
Management And General$19,147ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$60,819TotalAmt
Management And General$60,819ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,521TotalAmt
Management And General$7,521ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,350TotalAmt
Management And General$2,350ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,385TotalAmt
Management And General$1,385ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,722TotalAmt
Management And General$2,722ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,646TotalAmt
Management And General$13,646ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
CLEANING & MAINTENANCE$66,546$66,546
EVENTS$31,204$31,204
EQUIPMENT$18,546$18,546
MEMBERSHIP DUES$16,050$16,050

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,643TotalAmt
Management And General$12,643ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,295,980TotalAmt
Program Services$9,422,652ProgramServicesAmt
Management And General$873,328ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,085,462BOYAmt
EOY$1,269,235EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,191,261BOYAmt
EOY$5,772,732EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,008BOYAmt
EOY$6,108EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$234,534LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$35,767LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$501,863BOYAmt
EOY$198,767EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$76,388,021BOYAmt
EOY$82,357,899EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,249,909BOYAmt
EOY$51,551,383EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$123,423,524BOYAmt
EOY$141,156,124EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,863BOYAmt
EOY$6,778EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,792,499BOYAmt
EOY$8,648,034EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,802,362BOYAmt
EOY$8,654,812EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,449,724BOYAmt
EOY$23,407,033EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,171,438BOYAmt
EOY$109,094,279EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$115,621,162BOYAmt
EOY$132,501,312EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$123,423,524BOYAmt
EOY$141,156,124EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,668,439ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$15,260,198NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$45,557PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$2,930OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,256,073CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,178,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,886,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,817,810CurrentTaxYearMinus1YearAmt
Current Tax Year$8,124,445CurrentTaxYearAmt
Total$43,263,448TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,256,073CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,178,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,886,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,817,810CurrentTaxYearMinus1YearAmt
Current Tax Year$8,124,445CurrentTaxYearAmt
Total$43,263,448TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,537,406SubstantialContributorsTotAmt
Public Support Total170$32,726,042PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,210,563CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,150,961CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,270,741CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,448,463CurrentTaxYearMinus1YearAmt
Current Tax Year$2,851,971CurrentTaxYearAmt
Total$11,932,699TotalAmt
FieldValueIRS element (for citing)
Total Support$55,196,147TotalSupportAmt
Public Support CY1700.59290PublicSupportCY170Pct
Public Support PY1700.58100PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held149DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held384FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$2,272,122DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$5,991,808FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,526,777DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$6,251,282FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$16,120,872DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$124,900,713FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$90,931,099BeginningYearBalanceAmt
Contributions$2,247,793ContributionsAmt
Investment Earnings Or Losses$8,527,631InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,049,984GrantsOrScholarshipsAmt
Other Expenditures$179,327OtherExpendituresAmt
Administrative Expenses$467,555AdministrativeExpensesAmt
End Year Balance$98,009,657EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,321,031BeginningYearBalanceAmt
Contributions$180,860ContributionsAmt
Investment Earnings Or Losses-$2,184,330InvestmentEarningsOrLossesAmt
Grants Or Scholarships$400,068GrantsOrScholarshipsAmt
Administrative Expenses$986,394AdministrativeExpensesAmt
End Year Balance$90,931,099EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,927,813BeginningYearBalanceAmt
Contributions$6,699,739ContributionsAmt
Investment Earnings Or Losses$17,079,660InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,506,902GrantsOrScholarshipsAmt
Administrative Expenses$879,279AdministrativeExpensesAmt
End Year Balance$94,321,031EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,604,896BeginningYearBalanceAmt
Contributions$8,765,663ContributionsAmt
Investment Earnings Or Losses$7,737,063InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,646,551GrantsOrScholarshipsAmt
Administrative Expenses$533,258AdministrativeExpensesAmt
End Year Balance$74,927,813EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,684,785BeginningYearBalanceAmt
Contributions$3,872,828ContributionsAmt
Investment Earnings Or Losses$10,014,205InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,484,822GrantsOrScholarshipsAmt
Administrative Expenses$482,100AdministrativeExpensesAmt
End Year Balance$60,604,896EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.60000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$193,710InvestmentCostOrOtherBasisAmt
Book Value$193,710BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,824OtherCostOrOtherBasisAmt
Depreciation$35,767DepreciationAmt
Book Value$5,057BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$198,767TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescVANGUARD 500 INDEX ADMIRAL (VFIAX)Desc
Book Value$51,551,383BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$51,551,383TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENT LIABILITIESDesc
Amt$8,648,034Amt
FieldValueIRS element (for citing)
Total Liability$8,648,034TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S UNRESTRICTED FUNDS ARE EXPENDED FOR CHARITABLE PURPOSES AS RECOMMENDED BY THE DISTRIBUTION COMMITTEE OF THE FOUNDATION AND APPROVED BY THE GOVERNING BOARD. THE ORGANIZATION'S DONOR-ADVISED FUNDS INCLUDE TRUSTS WHICH THE DONOR MAY ADVISE OR APPOINT AN ADVISORY COMMITTEE TO RECOMMEND GRANTS TO THE DISTRIBUTION COMMITTEE. THE ORGANIZATION'S DONOR-DESIGNATED FUNDS INCLUDE ENDOWMENT FUNDS, CLASSIFIED AS PERMANENTLY RESTRICTED, AND, AS SUCH, DISTRIBUTIONS UNDER THESE FUNDS ARE LIMITED TO EARNINGS ON INVESTMENTS HELD BY THE FUNDS. THE ORGANIZATION'S FIELD-OF-INTEREST FUNDS DO NOT COMMIT GIFTS TO ANY PARTICULAR ORGANIZATION. GRANT RECIPIENTS ARE IDENTIFIED BY THE FOUNDATION, WHICH MAY TAKE INTO CONSIDERATION THE SUGGESTIONS OF FUND DONORS.
PART X, LINE 2:THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION CONDUCTS ANY ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2019.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BANQUETEvent1Nm
Gross Receipts Event1$21,970GrossReceiptsEvent1Amt
Charitable Contri Event1$21,037CharitableContriEvent1Amt
Gross Revenue Event1$933GrossRevenueEvent1Amt
Event2FISH FRYEvent2Nm
Gross Receipts Event2$35,949GrossReceiptsEvent2Amt
Charitable Contri Event2$35,949CharitableContriEvent2Amt
Entertainment Event2$254EntertainmentEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$40,377GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$23,715CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,662GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$350RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,238FoodAndBeverageOtherEventsAmt
Entertainment Other Events$3,802EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$1,080OthDirectExpnssOtherEventsAmt
Gross Receipts Total$98,296GrossReceiptsTotalAmt
Charitable Contributions Tot$80,701CharitableContributionsTotAmt
Gross Revenue Total Events$17,595GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$350RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,238FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,056EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,080OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,724DirectExpenseSummaryEventsAmt
Net Income Summary$10,871NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (163 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AFRICA ACCESS
2204 QUINTON ROADSILVER SPRINGMD20910521689732501(C)(3)$10,000$0EDUCATION
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601133039601501(C)(3)$5,587$0DISEASE, DISORDERS, MEDICAL DISCIPLINES
AMERICAN RED CROSS - MIAMI VALLEY OHIO CHAPTER
370 WEST FIRST STREETDAYTONOH45402530196605501(C)(3)$10,225$0SOCIAL SERVICES
APPALACHIAN STATE UNIVERSITY
ASU BOX 32005BOONENC28608561176030NORTH CAROLINA$7,500$0EDUCATION
APPLE GRANT CHARITABLE CHECKING ACCOUNT
216 W FRANKLIN STTROYOH45373316018703501(C)(3)$40,031$0EDUCATION
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501(C)(3)$119,200$0ARTS & CULTURE
BERTKE CREATIVE
7249 MOUNTAIN TRAILDAYTONOH45459813995191$7,902$0PROGRAM EXPENSE
BETHEL HOPE
6805 US ROUTE 40TIPP CITYOH45371651282778501(C)(3)$6,500$0SOCIAL SERVICES
BETHEL LOCAL SCHOOLS
7490 SOUTH STATE ROUTE 201TIPP CITYOH45371316000733MIAMI COUNTY$22,883$0EDUCATION
BETHEL TOWNSHIP MIAMI COUNTY
8735 SOUTH SECOND STREETTIPP CITYOH45371310793283MIAMI COUNTY$6,350$0PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY
22 SOUTH JEFFERSON STREETDAYTONOH45402310641306501(C)(3)$9,200$0HUMAN SERVICES
BILL SEVERT MEMORIAL APPRENTICE FIREFIGHTER FUND
216 W FRANKLIN STTROYOH45373316018703501(C)(3)$11,315$0EDUCATION
BOWLING GREEN STATE UNIVERSITY
OFFICE OF THE BURSARBOWLING GREENOH434030100346007199OHIO$37,125$0EDUCATION
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$289,395$0ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
BRUNNER LITERACY CENTER
1995 SHILOH SPRINGS ROADDAYTONOH45426452407008501(C)(3)$7,000$0EDUCATION
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARCONA OCOCE RDORLANDOFL32818942494324501(C)(3)$31,000$0ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
CASAGAL OF MIAMI COUNTY INC
405 PUBLIC SQUARETROYOH45373311418130501(C)(3)$13,500$0SOCIAL SERVICES
CEDARVILLE UNIVERSITY
CASHIERS OFFICECEDARVILLEOH45314310536647501(C)(3)$26,500$0EDUCATION
CISV MIDWEST OHIO CHAPTER
PO BOX 836TROYOH45373237617043$29,012$0EDUCATION
CITY OF TIPP CITY OHIO
260 SOUTH GARBER DRIVETIPP CITYOH45371310792424TIPP CITY$16,448$0COMMUNITY AND ECONOMIC DEVELOPMENT
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$28,116$0COMMUNITY IMPROVEMENT
CLEAR CREEK FARM
1900 SOUTH KUTHER ROADSIDNEYOH45365310982443501(C)(3)$52,840$0SOCIAL SERVICES
CLOTHES THAT WORK
1133 EDWIN C MOSES BLVD SUITE 392DAYTONOH45417311575093501(C)(3)$10,000$0HUMAN SERVICES
DARKE COUNTY JUNIOR FAIR
800 SWEITZER STREETGREENVILLEOH45331344215590501(C)(3)$9,606$0YOUTH DEVELOPMENT
DAYTON ART INSTITUTE
456 BELMONTE PARK NORTHDAYTONOH45405310537480501(C)(3)$63,947$0ARTS & CULTURE
DAYTON EARLY COLLEGE ACADEMY
300 COLLEGE PARKDAYTONOH45469260463618501(C)(3)$53,890$0EDUCATION
DAYTON PERFORMING ARTS ALLIANCE
126 NORTH MAIN STREETDAYTONOH45402316000101501(C)(3)$95,047$0EDUCATION
DOROTHY LOVE RETIREMENT COMMUNITY
3003 WEST CISCO ROADSIDNEYOH45365344429863501(C)(3)$16,288$0HEALTH & HUMAN SERVICES
DOWNTOWN TIPP CITY PARTNERSHIP
6 SOUTH THIRD STREETTIPP CITYOH45371260530154501(C)(3)$14,838$0COMMUNITY AND ECONOMIC DEVELOPMENT
DREAM BUILDERS GROUP INC
6759 SOUTH COUNTY ROAD 25ATIPP CITYOH45371311405053501(C)(3)$9,420$0YOUTH DEVELOPMENT
EDISON COMMUNITY COLLEGE
1973 EDISON DRIVEPIQUAOH45356310836468OHIO$5,490$0EDUCATION
FAMILIES 4 FAMILIES INC
3915 HARRISON ROADLOGANVILLEGA30052814150247501(C)(3)$10,000$0HUMAN SERVICES
F J STALLO PUBLIC LIBRARY
196 EAST 4TH STREETMINSTEROH45865341788090MINSTER$8,000$0EDUCATION
FAMILY ABUSE SHELTER OF MIAMI COUNTY INC
530 CRESENT DRIVETROYOH45373310966177501(C)(3)$37,280$0SOCIAL SERVICES
FIRST BAPTIST CHURCH
53 SOUTH NORWICH ROADTROYOH45373316007357501(C)(3)$12,500$0RELIGIOUS/SPIRITUAL DEVELOPMENT
FIRST PLACE FOOD PANTRY INC
PO BOX 81TROYOH45373470994740501(C)(3)$69,200$0FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
FIRST PRESBYTERIAN CHURCH
20 SOUTH WALNUT STREETTROYOH45373310549049501(C)(3)$27,952$0RELIGIOUS/SPIRITUAL DEVELOPMENT
FIRST UNITED CHURCH OF CHRIST
120 SOUTH MARKET STREETTROYOH45373131957221501(C)(3)$173,706$0RELIGIOUS/SPIRITUAL DEVELOPMENT
FIRST UNITED METHODIST CHURCH
110 WEST FRANKLIN STREETTROYOH45373310543279501(C)(3)$94,931$0GENERAL SUPPORT
FISH OF TROY INC
PO BOX 764TROYOH45373510435875501(C)(3)$74,066$0SOCIAL SERVICES
FRANCISCAN UNIVERSITY OF STEUBENVILLE
1235 UNIVERSITY BOULEVARDSTEUBENVILLEOH439521792340714818501(C)(3)$7,500$0EDUCATION
FRIENDS OF HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501(C)(3)$60,189$0ARTS, CULTURE AND HUMANITIES
GINGHAMSBURG CHURCH
6759 SOUTH COUNTY ROAD 25ATIPP CITYOH45371310808339501(C)(3)$17,500$0RELIGIOUS/SPIRITUAL DEVELOPMENT
GLOBUS PRINTING & PACKAGING
PO BOX 114MINSTEROH45865$6,500$0PROGRAM EXPENSE
GOODWILL EASTERSEALS OF MIAMI VALLEY
660 SOUTH MAIN STREETDAYTONOH45402310537112501(C)(3)$10,000$0MENTAL HEALTH, CRISIS INTERVENTION
GRACE BAPTIST CHURCH
1400 NORTH MARKET STREETTROYOH45373501(C)(3)$7,288$0RELIGIOUS/SPIRITUAL DEVELOPMENT
HAMILTON BADIN HIGH SCHOOL
571 NEW LONDON ROADHAMILTONOH45013310537113501(C)(3)$75,000$0EDUCATION
HAWAII COMMUNITY FOUNDATION
444 HANA HIGHWAYKAHULUIHI96732990261283501(C)(3)$10,000$0EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH)
HEALTH PARTNERS FREE CLINIC
1300 NORTH COUNTY ROAD 25ATROYOH45373311596731501(C)(3)$120,886$0HEALTH & HUMAN SERVICES
HOBART INSTITUTE OF WELDING TECHNOLOGY
400 TRADE SQUARE ETROYOH45373316032186501(C)(3)$119,825$0EDUCATION
HOSPICE OF MIAMI COUNTY INC ENDOWMENT FUND
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$14,062$0HEALTH & HUMAN SERVICES
KENT STATE UNIVERSITY
BURSARS OFFICEKENTOH44242316402079OHIO$12,000$0EDUCATION
KIDS READ NOW INC
55 MARYBILL DR STROYOH45373453504550501(C)(3)$10,000$0EDUCATION
KIWANIS CLUB OF PIQUA K 02086
PO BOX 738PIQUAOH45356316039494501(C)(3)$17,649$0GENERAL SUPPORT
KIWANIS CLUB OF TROY INC
250 CRESTWOOD DRTROYOH45373310708676501(C)(3)$18,000$0RECREATIONAL
LEE UNIVERSITY
PO BOX 3450CLEVELANDTN37320620502739501(C)(3)$21,650$0EDUCATION
LEHMAN CATHOLIC HIGH SCHOOL
2400 ST MARYS AVENUESIDNEYOH45365341055864501(C)(3)$77,267$0EDUCATION
LIBERTY UNIVERSITY
FINANCIAL AID OFFICELYNCHBURGVA24515540946734501(C)(3)$19,100$0EDUCATION
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$396,154$0RECREATIONAL
MAPLE TREE CANCER ALLIANCE
425 N FINDLAY STDAYTONOH45404274113397501(C)(3)$7,500$0HEALTH
MIAMI COUNTY AGRICULTURAL SOCIETY
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501(C)(3)$10,500$0EDUCATION
MIAMI COUNTY AUDITOR
201 WEST MAIN STREETTROYOH45373316000055MIAMI COUNTY$633,419$0HEALTH & HUMAN SERVICES
MIAMI COUNTY DENTAL CLINIC
70 TROY TOWNE DRIVETROYOH45373204901192501(C)(3)$104,977$0HEALTH & HUMAN SERVICES
MIAMI COUNTY FIRE AND EMERGENCY SERVICES CHIEFS' ASSOCIATION
1841 WEST MAIN STTROYOH45373832997721501(C)(3)$8,776$0PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
MIAMI COUNTY JUNIOR FAIR
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501(C)(3)$9,606$0YOUTH DEVELOPMENT
MIAMI COUNTY LOCAL FOOD COUNCIL
PO BOX 334TROYOH45373813339080501(C)(3)$10,875$0COMMUNITY AND ECONOMIC DEVELOPMENT
MIAMI COUNTY PARK DISTRICT
2645 EAST STATE ROUTE 41TROYOH45373316000055501(C)(3)$19,500$0RECREATIONAL
MIAMI COUNTY PUBLIC HEALTH DEPARTMENT
510 W WATER STREETTROYOH45373316000055MIAMI COUNTY$12,000$0HEALTH & HUMAN SERVICES
MIAMI COUNTY VISITORS AND CONVENTION BUREAU
405 PUBLIC SQUARE SOUTHWESTTROYOH45373311315269501(C)(3)$13,000$0COMMUNITY AND ECONOMIC DEVELOPMENT
MIAMI COUNTY YMCA
223 WEST HIGH STREETPIQUAOH45356310537179501(C)(3)$83,304$0RECREATIONAL
MIAMI EAST ATHLETIC DEPARTMENT
3925 NORTH STATE ROUTE 589CASSTOWNOH45312316007688501(C)(3)$31,500$0RECREATIONAL
MIAMI EAST LOCAL SCHOOLS
3825 NORTH STATE ROUTE 589CASSTOWNOH45312316007688MIAMI COUNTY$8,247$0RECREATIONAL
MIAMI UNIVERSITY
OFFICE OF THE BURSAROXFORDOH45056316402089OHIO$22,400$0EDUCATION
MIAMI VALLEY COUNCIL BOY SCOUTS OF AMERICA
7285 POE AVENUEDAYTONOH45414310537124501(C)(3)$8,854$0HUMAN SERVICES
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$62,050$0EDUCATION
MIAMIBUCS CHAPTER OF NATIONAL AMBUCS INC
2555 BROKENWOODS DRIVETROYOH45373901115657501(C)(3)$8,329$0YOUTH DEVELOPMENT
MIDWEST MAINTENANCE INC
101 FOX DRIVEPIQUAOH45356$113,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT
NEEDY BASKETS OF SOUTHERN MIAMI COUNTY INC
330 SOUTH FIFTH STREETTIPP CITYOH45371311190924501(C)(3)$7,667$0SOCIAL SERVICES
NEW CREATION COUNSELING CENTER
7695 SOUTH COUNTY ROAD 25ATIPP CITYOH45371311409864501(C)(3)$30,000$0MENTAL HEALTH, CRISIS INTERVENTION
OHIO COUNCIL OF DELIBERATION SCHOLARSHIP FUND
DEPUTY OF THE ORIENT OF OHIOCINCINNATIOH452132023320247237501(C)(3)$38,524$0EDUCATION
OHIO DOMINICAN UNIVERSITY
1216 SUNBURY ROADCOLUMBUSOH43219314379560501(C)(3)$15,500$0EDUCATION
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810344429091501(C)(3)$16,250$0EDUCATION
OHIO UNIVERSITY
OFFICE OF STUDENT FINANCIAL AIDATHENSOH45701316402113OHIO$64,200$0EDUCATION
OHIO'S HOSPICE OF MIAMI COUNTY
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$298,655$0HEALTH & HUMAN SERVICES
OREGON PRINTING
29 NORTH JUNE STREETDAYTONOH45403$23,353$0PROGRAM EXPENSE
OUR FARM SANCTUARY
6495 AGENBROAD ROADTIPP CITYOH45371832712332501(C)(3)$57,000$0ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
OVERFIELD TAVERN MUSEUM
201 EAST WATER STREETTROYOH45373311337433501(C)(3)$147,130$0ARTS, CULTURE AND HUMANITIES
PARTNERS IN HOPE INC
180 EAST RACE STREETTROYOH453733567311305869501(C)(3)$64,456$0SOCIAL SERVICES
PINK RIBBON GOOD
350 HULS DRIVECLAYTONOH45315320020270501(C)(3)$145,300$0HEALTH & HUMAN SERVICES
PRIORITY NEEDS FUND OF THE TROY FOUNDATION
216 W FRANKLIN STREETTROYOH45373316018703501(C)(3)$95,082$0HUMAN SERVICES
PURDUE UNIVERSITY
HOVDE HALL OF ADMINISTRATIONWEST LAFAYETTEIN479072040356002041INDIANA$8,300$0EDUCATION
READING FOR CHANGE
105 SOUTH MARKET STREETTROYOH45373474043315501(C)(3)$10,343$0EDUCATION
REHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENTNICHOLAS SCHOOL
1306 GARBRY ROADPIQUAOH453568219237202001501(C)(3)$24,539$0HEALTH & HUMAN SERVICES
RICHARDS CHAPEL UNITED METHODIST CHURCH
831 MCKAIG AVENUETROYOH45373311107067501(C)(3)$132,808$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ROBINSON RESERVE AT DUKE PARK
216 W FRANKLIN STREETTROYOH45373316018703501(C)(3)$200,000$0COMMUNITY AND ECONOMIC DEVELOPMENT
RONALD MCDONALD HOUSE CHARITIES DAYTON
555 VALLEY STREETDAYTONOH45404310964793501(C)(3)$7,000$0HEALTH & HUMAN SERVICES
RT INDUSTRIES
110 FOSS WAYTROYOH45373310855035501(C)(3)$30,000$0HUMAN SERVICES
SALVATION ARMY - PIQUA
PO BOX 615PIQUAOH45356580660607501(C)(3)$10,106$0SOCIAL SERVICES
SAVANNAH COLLEGE OF ART AND DESIGN
PO BOX 3146SAVANNAHOH31402581357177501(C)(3)$9,000$0EDUCATION
SCHWAB CHARITABLE
1958 SUMMIT PARK DRIVEORLANDOFL32810311640316501(C)(3)$161,571$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
SPECIAL OLYMPICS OHIO
921 EASTWIND DRIVEWESTERVILLEOH43081510183468501(C)(3)$8,286$0RECREATIONAL
ST BONIFACE CHURCH
310 STREET DOWNING STREETPIQUAOH45356310561491501(C)(3)$8,800$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ST JOHN UNITED CHURCH OF CHRIST
130 SOUTH WALNUT STREETTROYOH45373131957221501(C)(3)$13,457$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ST PATRICK CATHOLIC CHURCH
409 EAST MAIN STREETTROYOH45373310604619501(C)(3)$109,680$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ST PATRICK SOUP KITCHEN
25 NORTH MULBERRY STREETTROYOH45373300391714501(C)(3)$19,900$0FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
ST PAUL'S CHURCH OF CHRIST SIDNEY
707 NORTH OHIO AVENUESIDNEYOH45365344469953501(C)(3)$7,660$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ST VINCENT DE PAUL SOCIETY
124 WEST APPLE STREETDAYTONOH45402311011485501(C)(3)$10,230$0SOCIAL SERVICES
STADIUM AND TURF ENHANCEMENT PROJECT (STEP)
216 W FRANKLIN STREETTROYOH45373316018703501(C)(3)$171,895$0COMMUNITY AND ECONOMIC DEVELOPMENT
TAYLOR UNIVERSITY
BURSARS OFFICEUPLANDIN46989350868181501(C)(3)$7,700$0GENERAL SUPPORT
TCN BEHAVIORAL HEALTH
1825 COMMERCE CENTER BOULEVARDFAIRBORNOH45324311305635501(C)(3)$41,900$0HUMAN SERVICES
TESOROS DE DIOS
PO BOX 578WORTHIL60482452470867501(C)(3)$5,500$0RELIGIOUS/SPIRITUAL DEVELOPMENT
THE EDISON FOUNDATION
EDISON STATE COMMUNITY COLLEGEPIQUAOH45356311379781501(C)(3)$10,325$0EDUCATION
THE FUTURE BEGINS TODAY
PO BOX 511TROYOH45373311655688501(C)(3)$34,603$0EDUCATION
THE HODGE GROUP
8369 TARTAN FIELDS DRIVEDUBLINOH43017$15,000$0PROGRAM EXPENSE
THE KLEINGERS GROUP
6219 CENTRE PARK DRIVEWEST CHESTEROH45069$204,100$0RECREATIONAL
THE LAND INSTITUTE
2440 E WATER WELL ROADSALINAKS67401480842156501(C)(3)$8,890$0ENVIRONMENT
THE NATURE CONSERVANCY
PO BOX 1562MERRIFIELDVA221169594530242652501(C)(3)$12,700$0ENVIRONMENT
THE NATURE CONSERVANCY OHIO CHAPTER
6375 RIVERSIDE DRIVEDUBLINOH43017530242652501(C)(3)$11,698$0GENERAL SUPPORT
THE NEW PATH INC
7695 SOUTH COUNTY ROAD 25-ATIPP CITYOH45371311710997501(C)(3)$5,900$0HEALTH & HUMAN SERVICES
THE OHIO STATE UNIVERSITY
EXTERNAL SCHOLARSHIPSCOLUMBUSOH432183248316025986OHIO$116,950$0EDUCATION
THE OVERFIELD SCHOOL
172 SOUTH RIDGE AVENUETROYOH45373311088546501(C)(3)$301,304$0EDUCATION
THE SINCLAIR COMMUNITY COLLEGE FOUNDATION
444 W THIRD STDAYTONOH454021460237032312501(C)(3)$10,000$0EDUCATION
THE SOAR INITIATIVE
10 N HIGH STREETCOLUMBUSOH43215842864810501(C)(3)$10,050$0MENTAL HEALTH, CRISIS INTERVENTION
THINK TV NETWORK
GREATER DAYTON PUBLIC TELEVISIONDAYTONOH45402310858459501(C)(3)$15,050$0EDUCATION
TIPP CITY EXEMPTED VILLAGE SCHOOLS
90 S TIPPECANOE DRIVETIPP CITYOH45371316000983TIPP CITY$51,310$0EDUCATION
TIPP CITY PUBLIC LIBRARY
11 EAST MAIN STREETTIPP CITYOH45371316000554TIPP CITY$37,210$0EDUCATION
TIPP CITY SENIORS INC
528 N HYATT STTIPP CITYOH45371311780623501(C)(3)$7,946$0ELDERLY/SENIOR CITIZENS
TIPP MONROE COMMUNITY SERVICES
3 EAST MAIN STREETTIPP CITYOH45371310794220501(C)(3)$9,800$0SOCIAL SERVICES
TIPP PRIDE ASSOCIATION
PO BOX 261TIPP CITYOH45371814416439501(C)(3)$7,500$0EDUCATION
TRI-COUNTY BOARD OF RECOVERY & MENTAL HEALTH
1280 N COUNTY ROAD 25ATROYOH45373316000055MIAMI COUNTY$100,000$0MENTAL HEALTH, CRISIS INTERVENTION
TROY CHRISTIAN SCHOOLS INC
700 SOUTH DORSET ROADTROYOH45373311320575501(C)(3)$6,548$0EDUCATION
TROY CITY SCHOOLS
500 NORTH MARKET STREETTROYOH45373316000985TROY$69,636$0EDUCATION
TROY CITY SKATEPARK UNITE
522 SOUTH MARKET STREETTROYOH45373932139843501(C)(3)$17,700$0RECREATIONAL
TROY COMMUNITY FM - POWER 1071 WTJN
315 SOUTH PUBLIC SQUARETROYOH45373352484745501(C)(3)$66,900$0OTHER
TROY DOLLARS FOR COLLEGE FUND
216 W FRANKLIN STREETTROYOH45373316018703501(C)(3)$21,500$0EDUCATION
TROY HALL OF FAME
405 PUBLIC SQUARETROYOH45373311454017501(C)(3)$28,018$0EDUCATION
TROY HIGH SCHOOL SOFTBALL PARENTS ASSOCIATION
151 W STAUNTON RDTROYOH45373383736476501(C)(3)$23,800$0RECREATIONAL
TROY MAIN STREET INC
405 SOUTHWEST PUBLIC SQUARETROYOH45373311301818501(C)(3)$25,701$0COMMUNITY AND ECONOMIC DEVELOPMENT
TROY RECREATION ASSOCIATION
11 NORTH MARKET STREETTROYOH45373310579679501(C)(3)$67,994$0HUMAN SERVICES
TROY SENIOR CITIZENS CENTER
134 NORTH MARKET STREETTROYOH45373316057839501(C)(3)$22,799$0COMMUNITY AND ECONOMIC DEVELOPMENT
TROY SKATE CHURCH
PO BOX 935TROYOH45373871166455501(C)(3)$10,000$0COMMUNITY AND ECONOMIC DEVELOPMENT
TROY-HAYNER CULTURAL CENTER
301 WEST MAIN STREETTROYOH45373316000985501(C)(3)$24,888$0ARTS & CULTURE
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630MIAMI COUNTY$125,847$0EDUCATION
UNITED WAY OF MIAMI COUNTY
116 WEST FRANKLIN STREETTROYOH45373310619209501(C)(3)$52,988$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
UNIVERSITY OF CINCINNATI
PO BOX 210140CINCINNATIOH45221316000989OHIO$82,650$0EDUCATION
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469310536715501(C)(3)$75,635$0EDUCATION
UNIVERSITY OF PITTSBURGH
STUDENT ACCOUNTING AND BILLINGPITTSBURGHPA15260250965591PENNSYLVANIA$22,500$0EDUCATION
UNIVERSITY OF TENNESSEE
OFFICE OF THE BURSARKNOXVILLETN379960225626001636TENNESSEE$15,500$0EDUCATION
UNIVERSITY OF THE CUMBERLANDS
OFFICE OF THE REGISTRARWILLIAMSBURGKY40769610470593501(C)(3)$7,200$0EDUCATION
UPPER VALLEY CAREER CENTER
8811 CAREER DRIVEPIQUAOH45356310819594UPPER VALLEY$53,970$0EDUCATION
UPPER VALLEY MEDICAL CENTER
3130 NORTH COUNTY ROAD 25ATROYOH45373310537095501(C)(3)$6,071$0GENERAL SUPPORT
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501(C)(3)$184,789$0HEALTH
WACO HISTORICAL SOCIETY
1865 SOUTH COUNTY ROAD 25ATROYOH45373310969657501(C)(3)$9,442$0EDUCATION
WE CARE ARTS
3035 WILMINGTON PIKEKETTERINGOH45429311295721501(C)(3)$5,124$0YOUTH DEVELOPMENT
WE LOVE BIRTHDAY PARTIES
1597 NORTH ROADTROYOH45373841978157501(C)(3)$5,500$0YOUTH DEVELOPMENT
WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH
32 WESLEY BOULEVARDWORTHINGTONOH43085314420544501(C)(3)$115,573$0RELIGIOUS/SPIRITUAL DEVELOPMENT
WESTSIDE NEIGHBORHOOD SCHOOL
5401 BEETHOVEN STREETLOS ANGELESCA90066953551091501(C)(3)$15,000$0EDUCATION
WILMINGTON COLLEGE
PYLE CENTER BOX 1184WILMINGTONOH45177310537514501(C)(3)$5,500$0EDUCATION
WITTENBERG UNIVERSITY
OFFICE OF FINANCIAL AIDSPRINGFIELDOH45501310537177501(C)(3)$33,100$0GENERAL SUPPORT
WRIGHT STATE UNIVERSITY
OFFICE OF THE BURSAR 055 STUDENTDAYTONOH45435310732831OHIO$40,000$0EDUCATIONUNION
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLEN HIGHWAYDAYTONOH45435237019799501(C)(3)$18,105$0EDUCATION
XAVIER UNIVERSITY
BURSARS OFFICECINCINNATIOH45207310537516501(C)(3)$6,985$0EDUCATION
YELLOWSTONE TO YUKON CONSERVATION INITIATIVE FOUNDATION
PO BOX 157BOZEMANMT59771810535303501(C)(3)$8,890$0ENVIRONMENT
FieldValueIRS element (for citing)
Total501c3 Org171Total501c3OrgCnt
Total Other Org7TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ADMINISTRATIVE EXPENSE14$6,303
SCHOLARSHIP528$842,107
JOURNALISM1$650

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES GRANTEES TO PROVIDE A NARRATIVE TO BE COMPLETED AFTER NINETY DAYS OF THE RECEIPT OF GRANT FUNDING. THE NARRATIVE PROVIDES INFORMATION PERTAINING TO THE USE OF THE GRANT AND PROVIDES AN EVALUATION OF THE INTENDED OUTCOMES AND GOALS ORIGINALLY PRESENTED BY THE GRANTEE. NARRATIVE INFORMATION IS SUBMITTED TO THE DISTRIBUTION COMMITTEE. SITE VISITS MAY BE CONDUCTED BY STAFF AND/OR DISTRIBUTION COMMITTEE MEMBERS AND ADDITIONAL REPORTING MAY BE SUBMITTED TO THE DISTRIBUTION COMMITTEE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$126,856BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$11,965DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$36,096NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$174,917TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATHAN KLETPZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgSON OF PRES/CEO MELISSA KLEPTZRelationshipWithOrgTxt
Cash Grant$3,449CashGrantAmt
Type Of AssistanceGRANT TO STUDY ABROADTypeOfAssistanceTxt
Assistance PurposeGRANT TO STUDY ABROADAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TURNSTONE FINANCIAL LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionENTITY MORE THAN 35% OWNED BY TOM KLEPTZ, SPOUSE OF PRES/CEO MELISSA KLEPTZRelationshipDescriptionTxt
Transaction$68,088TransactionAmt
TransactionINVESTMENT MANAGEMENT FEESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution43ContributionCnt
Noncash Contributions Rpt F990$1,908,216NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV AT TRANSFERMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):REPORTING THE NUMBER OF CONTRIBUTIONS
PART I, LINE 32B:PUBLICLY TRADED SECURITIES CONTRIBUTED TO THE TROY FOUNDATION ARE SOLD BY THIRD PARTIES, THE INVESTMENT DEPARTMENTS OF THE BANKS WHERE THE TROY FOUNDATION MAINTAINS INVESTMENT ACCOUNTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TOM KLEPTZ IS A TRUSTEE. HE IS THE HUSBAND OF MELISSA KLEPTZ, PRESIDENT & CEO.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN PREPARER EMAILS A COPY OF THE FORM 990 TO THE FINANCE OFFICER, WHO FORWARDS THE RETURN TO THE TROY FOUNDATION'S AUDIT COMMITTEE TO REVIEW IN DETAIL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. AFTER REVIEW, THE RETURN IS SENT TO THE BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR AT ITS ANNUAL MEETING, THE TROY FOUNDATION'S GOVERNING BOARD, TRUSTEES COMMITTEE, DISTRIBUTION COMMITTEE, AND STAFF RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED TO COMPLETE AND SUBMIT THE FOUNDATION'S CONFLICT OF INTEREST STATEMENT TO THE PRESIDENT & CEO LISTING ALL POTENTIAL CONFLICTS THAT MAY OCCUR THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING THE PRESIDENT & CEO'S AND OTHER KEY EMPLOYEES' SALARIES INCLUDES A REVIEW AND APPROVAL PROCESS BY THE GOVERNING BODY ALONG WITH THE USE OF DATA IN REGARDS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. RECORDS WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST FOR THE PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D).
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D).
FORM 990, PART XI, LINE 9:MISCELLANEOUS ADJUSTMENT -2,930.
FORM 990, PART XII, LINE 2C:THE PROCESS BY WHICH THE ORGANIZATION SELECTS AN INDEPENDENT ACCOUNTANT TO CONDUCT ITS AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TF LAND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
EIN261645416EIN
Primary ActivitiesTO HOLD THE LAND AND BUILDING WHICH HOUSE THE TROY FOUNDATIONPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd