PIQUA COMMUNITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA COMMUNITY FOUNDATION (EIN 31-1391908)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-19
- IRS object ID
- 202301099349300545
- Schema version
- 2022v5.0
- 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 | 2023-04-19T16:02:29-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 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 | 2022-01-01 | 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 | MICHELLE PERRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9376159080 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | PERRY | 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 | TONY WENDELN CPA | PreparerPersonNm |
| PTIN | P00090862 | PTIN |
| Phone | 9377736373 | PhoneNum |
| Preparation | 2023-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EMILY E SHAWLER | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,618,749 | 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 | 4 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $895,396 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,367,348 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,462,022 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,280,453 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,543 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,358,961 | PYTotalRevenueAmt |
| CY Total Revenue | $2,647,801 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,278,090 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $889,605 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,580 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $100,423 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $143,070 | PYOtherExpensesAmt |
| CY Other Expenses | $112,544 | CYOtherExpensesAmt |
| PY Total Expenses | $1,488,740 | PYTotalExpensesAmt |
| CY Total Expenses | $1,102,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $870,221 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,545,229 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,113,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,714,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $108,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,982,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,606,300 | 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 | $761,605 | ExpenseAmt |
| Grant | $761,605 | 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 | $128,000 | ExpenseAmt |
| Grant | $128,000 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE COLLEGE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $889,605 | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 4 | 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 | MICHELLE PERRY | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MICHELLE PERRY | ||||||
| EXECUTIVE DI | 32.00 | Yes (X) | $67,100 | $0 | $0 | |
| MIMI A CRAWFORD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRYANT W FOX | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANIEL P 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) | |
| 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) | |
| BRANDI LAWSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW S MONNIN | ||||||
| DIRECTOR | 1.00 | $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 | ||||||
| SEC./TREAS. | 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) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,100 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,367,348 | AllOtherContributionsAmt |
| Noncash Contributions | $142,833 | NoncashContributionsAmt |
| Total Contributions | $1,367,348 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $459,864 | TotalRevenueColumnAmt |
| Exclusion | $459,864 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,791,537 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,970,948 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $820,589 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $820,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $820,589 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,647,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $820,589 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $459,864 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,605 | TotalAmt |
| Program Services | $761,605 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,000 | TotalAmt |
| Program Services | $128,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,160 | TotalAmt |
| Management And General | $93,160 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,263 | TotalAmt |
| Management And General | $7,263 | 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 | $83,030 | TotalAmt |
| Management And General | $83,030 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225 | TotalAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,617 | TotalAmt |
| Management And General | $2,617 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,673 | TotalAmt |
| Management And General | $30,673 | 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 | $54 | TotalAmt |
| Management And General | $54 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821 | TotalAmt |
| Management And General | $3,821 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ELIMINATE NON-OWNED ASSET | Desc |
| Total | -$22,676 | TotalAmt |
| Management And General | -$22,676 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,102,572 | TotalAmt |
| Program Services | $889,605 | ProgramServicesAmt |
| Management And General | $212,967 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,018 | BOYAmt |
| EOY | $124,067 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,978 | BOYAmt |
| EOY | $1,582,842 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,915,932 | BOYAmt |
| EOY | $13,007,959 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,113,928 | BOYAmt |
| EOY | $14,714,868 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,243 | BOYAmt |
| EOY | $108,568 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,243 | BOYAmt |
| EOY | $108,568 | 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 | $4,209,492 | BOYAmt |
| EOY | $3,931,185 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,773,193 | BOYAmt |
| EOY | $10,675,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,982,685 | BOYAmt |
| EOY | $14,606,300 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,113,928 | BOYAmt |
| EOY | $14,714,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,545,229 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,921,614 | 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 | $299,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $617,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,043,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $895,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,367,348 | CurrentTaxYearAmt |
| Total | $4,224,318 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $617,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,043,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $895,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,367,348 | CurrentTaxYearAmt |
| Total | $4,224,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,387,417 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,836,901 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $502,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $774,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $459,864 | CurrentTaxYearAmt |
| Total | $2,528,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,752,668 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36890 | 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 | 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) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 3 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $710,984 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $656,365 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $683,989 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $204,977 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,170,177 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,931,185 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $108,568 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,568 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 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 | $22,450 | 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 | $20,567 | EDUCATION |
| JOHNSTON FARM FRIENDS COUNCIL | |||||
| 9845 N HARDIN RD | PIQUA | OH | 45356 | $8,099 | COMMUNITY SERVICES |
| FRIENDS OF MAIN STREET | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | $14,500 | COMMUNITY SERVICES |
| FRIENDS OF PIQUA PUBLIC LIBRARY | |||||
| 116 W HIGH ST | PIQUA | OH | 45356 | $7,200 | EDUCATION |
| GREENE ST UM CHURCH | |||||
| 415 W GREENE ST | PIQUA | OH | 45356 | $11,200 | BASIC NEEDS |
| HEALTH PARTNERS | |||||
| 1300 N CO RD 25-A | TROY | OH | 45356 | $9,600 | HEALTH SERVICES |
| LEHMAN CATHOLIC HIGH SCHOOL | |||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | $14,300 | EDUCATION |
| MEALS ON WHEELS | |||||
| PO BOX 131 | PIQUA | OH | 45356 | $8,300 | BASIC NEEDS |
| MIAMI COUNTY DENTAL CLINIC | |||||
| 1364 W MAIN ST | TROY | OH | 45373 | $6,000 | HEALTH SERVICES |
| MIAMI COUNTY YMCA | |||||
| 233 W HIGH STREET | PIQUA | OH | 45356 | $140,760 | HEALTH AND WELLNESS |
| OSU VETERINARY MEDICINE | |||||
| 1900 COFFEY RD | COLUMBUS | OH | 43210 | $15,000 | EDUCATION |
| PIQUA CITY SCHOOLS | |||||
| 719 E ASH STREET | PIQUA | OH | 45356 | $15,808 | EDUCATION |
| PIQUA COMPASSION NETWORK | |||||
| 531 W ASH ST | PIQUA | OH | 45356 | $63,671 | COMMUNITY SERVICES |
| PIQUA PARENTS AS TEACHERS | |||||
| 1120 NICKLIN AVENUE | PIQUA | OH | 45356 | $6,600 | EDUCATION |
| REHAB CENTER NEUROLOGICAL DEV | |||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | $11,900 | HEALTH AND WELLNESS |
| SALVATION ARMY | |||||
| 129 S WAYNE STREET | PIQUA | OH | 45356 | $19,650 | COMMUNITY NEEDS |
| U OF PENN - NEW BOLTON CENTER | |||||
| 382 W STREET ROAD | KENNETT SQUARE | PA | 19348 | $10,000 | EDUCATION |
| UNITED WAY OF MIAMI COUNTY | |||||
| 116 W FRANKLIN ST | TROY | OH | 45373 | $28,500 | COMMUNITY SERVICES |
| ISAIAH'S PLACE INC | |||||
| 61 S STANFIELD ROAD | TROY | OH | 45373 | $8,808 | COMMUNITY SERVICES |
| UPPER VALLEY MEDICAL CTR FOUNDATION | |||||
| 3130 N COUNTY ROAD 25A | TROY | OH | 45356 | $10,000 | HEALTH/WELLNESS |
| PIQUA EDUCATION FOUNDATION | |||||
| 215 LOONEY ROAD | PIQUA | OH | 45356 | $12,000 | EDUCATION |
| AMERICAN LEGION POST 184 | |||||
| PO BOX 720 | PIQUA | OH | 45356 | $6,130 | COMMUNITY |
| AMERICAN LEGION OF OHIO CHARITIES | |||||
| 60 BIG RUN ROAD | DELAWARE | OH | 43015 | $10,300 | COMMUNITY |
| CITY OF PIQUA | |||||
| 100 N WAYNE ST | PIQUA | OH | 45356 | $32,944 | COMMUNITY |
| BRUCKNER NATURE CENTER | |||||
| 5995 HORSESHOE BEND ROAD | TROY | OH | 45373 | $6,349 | COMMUNITY |
| CHILD CARE CHOICES | |||||
| 4817 ST ROUTE 202 | TIPP CITY | OH | 45356 | $14,002 | EDUCATION |
| FAMILY ABUSE CENTER | |||||
| 530 CRESCENT DRIVE | TROY | OH | 45373 | $12,000 | BASIC NEEDS |
| FRIENDS OF PIQUA PARKS | |||||
| PO BOX 270 | PIQUA | OH | 45356 | $13,000 | COMMUNITY |
| PINK RIBBON GIRLS INC | |||||
| 350 HULS DRIVE | DAYTON | OH | 45315 | $6,000 | HEALTH/WELLNESS |
| PIQUA ARTS COUNCIL | |||||
| PO BOX 520 | PIQUA | OH | 45356 | $7,050 | COMMUNITY |
| PIQUA POLICE DEPT | |||||
| 100 NORTH WAYNE STREET | PIQUA | OH | 45356 | $8,046 | COMMUNITY |
| PIQUA PUBLIC LIBRARY | |||||
| 116 W HIGH STREET | PIQUA | OH | 45356 | $14,000 | COMMUNITY |
| UPPER MIAMI VALLEY YOUNG LIFE | |||||
| 325 N ASH STREET | PIQUA | OH | 45356 | $6,742 | COMMUNITY |
| YWCA PIQUA | |||||
| 418 N WAYNE STRET | PIQUA | OH | 45356 | $7,300 | COMMUNITY |
| OTHER GRANTS UNDER 5000 | |||||
| 209 W ASH ST | PIQUA | OH | 45356 | $127,829 | VARIOUS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 68 | RecipientCnt |
| Cash Grant | $128,000 | 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 | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $142,833 | 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. |