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TROY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TROY FOUNDATION (EIN 31-6018703)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349302807
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T07:48:08-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9373398935PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMELISSAPersonFirstNm
Person LastKLEPTZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN O CRIMPreparerPersonNm
PTINP00368385PTIN
Phone9372980201PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$29,699,971GrossReceiptsAmt
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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$13,178,334PYContributionsGrantsAmt
CY Contributions Grants$9,886,786CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,589,048PYInvestmentIncomeAmt
CY Investment Income$4,741,833CYInvestmentIncomeAmt
PY Other Revenue$8,603PYOtherRevenueAmt
CY Other Revenue$10,335CYOtherRevenueAmt
PY Total Revenue$15,775,985PYTotalRevenueAmt
CY Total Revenue$14,638,954CYTotalRevenueAmt
PY Grants And Similar Paid$6,939,322PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,021,969CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$436,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$469,996CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$578,783PYOtherExpensesAmt
CY Other Expenses$589,029CYOtherExpensesAmt
PY Total Expenses$7,954,357PYTotalExpensesAmt
CY Total Expenses$8,080,994CYTotalExpensesAmt
PY Revenues Less Expenses$7,821,628PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,557,960CYRevenuesLessExpensesAmt
Total Assets BOY$125,171,217TotalAssetsBOYAmt
Total Assets EOY$148,750,693TotalAssetsEOYAmt
Total Liabilities BOY$8,794,513TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,167,346TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$116,376,704NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$138,583,347NetAssetsOrFundBalancesEOYAmt
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$7,285,336ExpenseAmt
Grant$7,021,969GrantAmt
DescIN 2021, THE TROY FOUNDATION PROVIDED OVER 1,900 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$7,285,336TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Person0GrantToRelatedPersonInd
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JESSICA MINESINGER
PRESIDENT GOV BD (UNTIL 05/21)1.000.10Yes (X)Yes (X)$0$0$0
BRENT BLACK
CHAIR1.000.10Yes (X)Yes (X)$0$0$0
TOM GIERE
GOV BD1.000.10Yes (X)$0$0$0
JOE DICKERSON
VICE CHAIR1.000.10Yes (X)$0$0$0
KATHY KERBER
GOV BD/DIST COM1.000.10Yes (X)$0$0$0
DAVE FISHER
VICE PRESIDENT1.000.10Yes (X)$0$0$0
ED PURVIS
GOV BD1.000.10Yes (X)$0$0$0
SUSAN BEHM
GOV BD1.000.10Yes (X)$0$0$0
CRAIG WISE
GOV BD1.000.10Yes (X)$0$0$0
MELISSA KLEPTZ
EXECUTIVE DIRECTOR39.900.10Yes (X)$119,555$0$38,094
WILLIAM J FULKER
SECRETARY GOV BD (NONVOTING)1.000.10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$119,555TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$38,094TotalOtherCompensationAmt
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$177,670CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$36,517FundraisingAmt
All Other Contributions$9,850,269AllOtherContributionsAmt
Noncash Contributions$2,689,423NoncashContributionsAmt
Total Contributions$9,886,786TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,269,241TotalRevenueColumnAmt
Exclusion$2,269,241ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,500RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,500RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,500TotalRevenueColumnAmt
Exclusion$1,500ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,526,139SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,053,547SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,472,592SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,472,592TotalRevenueColumnAmt
Exclusion$2,472,592ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,305FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$36,517ContriRptFundraisingEventAmt
Fundraising Direct Expenses$7,470FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,835TotalRevenueColumnAmt
Exclusion$8,835ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,638,954TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,752,168ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,525,684TotalAmt
Program Services$6,525,684ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$496,285TotalAmt
Program Services$496,285ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$157,649TotalAmt
Management And General$157,649ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$260,228TotalAmt
Management And General$260,228ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,154TotalAmt
Management And General$7,154ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,245TotalAmt
Management And General$21,245ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,720TotalAmt
Management And General$23,720ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$119,384TotalAmt
Management And General$119,384ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$263,367TotalAmt
Program Services$263,367ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,840TotalAmt
Management And General$2,840ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,012TotalAmt
Management And General$21,012ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$79,849TotalAmt
Management And General$79,849ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,351TotalAmt
Management And General$7,351ManagementAndGeneralAmt

Travel TravelGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,522TotalAmt
Management And General$4,522ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,218TotalAmt
Management And General$9,218ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
CLEANING & MAINTENANCE$18,552$18,552
EVENTS$15,404$15,404
MEMBERSHIP DUES$13,795$13,795

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$33,350TotalAmt
Management And General$33,350ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,080,994TotalAmt
Program Services$7,285,336ProgramServicesAmt
Management And General$795,658ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$572,713BOYAmt
EOY$748,826EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,200,376BOYAmt
EOY$4,740,395EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$534,908LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,351LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$503,879BOYAmt
EOY$505,557EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$118,894,249BOYAmt
EOY$142,755,915EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$125,171,217BOYAmt
EOY$148,750,693EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$167EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$93,713EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,794,513BOYAmt
EOY$10,073,466EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,794,513BOYAmt
EOY$10,167,346EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,868,115BOYAmt
EOY$20,699,702EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$94,508,589BOYAmt
EOY$117,883,645EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,376,704BOYAmt
EOY$138,583,347EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$125,171,217BOYAmt
EOY$148,750,693EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,557,960ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$15,654,146NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,463OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
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$10,028,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,966,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,256,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,178,334CurrentTaxYearMinus1YearAmt
Current Tax Year$9,886,786CurrentTaxYearAmt
Total$43,315,587TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,028,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,966,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,256,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,178,334CurrentTaxYearMinus1YearAmt
Current Tax Year$9,886,786CurrentTaxYearAmt
Total$43,315,587TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,547,295SubstantialContributorsTotAmt
Public Support Total170$29,768,292PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,165,317CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,231,923CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,210,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,150,961CurrentTaxYearMinus1YearAmt
Current Tax Year$2,270,741CurrentTaxYearAmt
Total$11,029,505TotalAmt
FieldValueIRS element (for citing)
Total Support$54,345,092TotalSupportAmt
Public Support CY1700.54780PublicSupportCY170Pct
Public Support PY1700.48640PublicSupportPY170Pct
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 Held120DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held263FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$7,478,023DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,574,913FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,986,996DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$4,485,074FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$24,031,948DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$111,413,952FundsAndOtherAccountsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$44,815,341BeginningYearBalanceAmt
Contributions$1,644,323ContributionsAmt
Investment Earnings Or Losses$6,679,833InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,817,468GrantsOrScholarshipsAmt
Administrative Expenses$637,244AdministrativeExpensesAmt
End Year Balance$49,684,785EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,847,653BeginningYearBalanceAmt
Contributions$1,588,282ContributionsAmt
Investment Earnings Or Losses$2,275,069InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,328,562GrantsOrScholarshipsAmt
Administrative Expenses$567,101AdministrativeExpensesAmt
End Year Balance$44,815,341EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.34193PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.65807TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$494,084InvestmentCostOrOtherBasisAmt
Book Value$494,084BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,824OtherCostOrOtherBasisAmt
Depreciation$29,351DepreciationAmt
Book Value$11,473BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$505,557TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENT LIABILITIESDesc
Amt$10,073,466Amt
FieldValueIRS element (for citing)
Total Liability$10,073,466TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BANQUETEvent1Nm
Gross Receipts Event1$19,154GrossReceiptsEvent1Amt
Charitable Contri Event1$18,052CharitableContriEvent1Amt
Gross Revenue Event1$1,102GrossRevenueEvent1Amt
Other Direct Expenses Event1$868OtherDirectExpensesEvent1Amt
Event2VIKING FESTEvent2Nm
Gross Receipts Event2$13,361GrossReceiptsEvent2Amt
Charitable Contri Event2$8,365CharitableContriEvent2Amt
Gross Revenue Event2$4,996GrossRevenueEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$20,307GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$10,100CharitableContriOtherEventsAmt
Gross Revenue Other Events$10,207GrossRevenueOtherEventsAmt
Food And Beverage Other Events$4,637FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,965OthDirectExpnssOtherEventsAmt
Gross Receipts Total$52,822GrossReceiptsTotalAmt
Charitable Contributions Tot$36,517CharitableContributionsTotAmt
Gross Revenue Total Events$16,305GrossRevenueTotalEventsAmt
Food And Beverage Total Events$4,637FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,833OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,470DirectExpenseSummaryEventsAmt
Net Income Summary$8,835NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (183 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501(C)(3)$114,833$0ARTS, CULTURE AND HUMANITIES; GENERAL SUPPORT
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501(C)(3)$50,000$0ARTS, CULTURE AND HUMANITIES; CAPITAL CAMPAIGN - EMERSON DISBURSEMENT
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501(C)(3)$40,000$0ARTS, CULTURE AND HUMANITIES; EMERSON SPONSORSHIP
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501(C)(3)$30,000$0ARTS, CULTURE AND HUMANITIES; SILHOUETTES PRODUCTION & OUTREACH
ARCHDIOCESE OF CINCINNATI - MISSION OFFICE
100 EAST EIGHTH STREETCINCINNATIOH45202310538501501(C)(3)$10,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT
BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY
22 SOUTH JEFFERSON STREETDAYTONOH45402310641306501(C)(3)$10,000$0YOUTH DEVELOPMENT
BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY
22 SOUTH JEFFERSON STREETDAYTONOH45402310641306501(C)(3)$10,000$0YOUTH DEVELOPMENT; MENTOR TROY
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$73,710$0ENVIRONMENT; GENERAL SUPPORT FROM ENDOWMENT FUND
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$50,000$0ENVIRONMENT; PARKING LOT & DRIVE PAVING PROJECT
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$36,269$0ENVIRONMENT; CAROLYN HENSLEY LIFE INSURANCE POLICY DISBURSEMENT
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$29,820$0ENVIRONMENT; GENERAL SUPPORT
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$17,939$0ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$13,395$0COMMUNITY IMPROVEMENT
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$8,371$0ENVIRONMENT
BRUKNER NATURE CENTER
5995 HORSESHOE BEND ROADTROYOH45373310732613501(C)(3)$5,134$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; GENERAL SUPPORT
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL328628222264068192501(C)(3)$5,800$0RELIGIOUS/SPIRITUAL DEVELOPMENT
CANINE COMPANIONS
2965 DUTTON AVENUESANTA ROSACA95407942494324501(C)(3)$25,000$0HEALTH & HUMAN SERVICES
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARCONA OCOCE RDORLANDOFL32818942494324501(C)(3)$25,000$0HEALTH & HUMAN SERVICES
CHURCH OF THE MESSIAH
51 N STATE STWESTERVILLEOH43081314386268501(C)(3)$10,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT; BRADLEY'S HOUSE OF HOPE
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$17,910$0BEAUTIFICATION; POLICE DEPARTMENT BODY-WORN CAMERAS
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$15,000$0BEAUTIFICATION; INDEPENDENCE DAY CELEBRATION
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$14,500$0EVENT EXPENSE
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$10,000$0BEAUTIFICATION; 9/11 NEVER FORGET MOBILE EXHIBIT
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$10,000$0BEAUTIFICATION; TUNNEL TO TOWERS
CLEAR CREEK FARM
1900 SOUTH KUTHER ROADSIDNEYOH45365310982443501(C)(3)$45,136$0SOCIAL SERVICES; GENERAL SUPPORT
CROSSROADS CHURCH
1127 SURREY CRESCENTNORFOLKVA23508541953835501(C)(3)$10,500$0RELIGIOUS/SPIRITUAL DEVELOPMENT
DARKE COUNTY JUNIOR FAIR
800 SWEITZER STGREENVILLEOH45331344215590501(C)(3)$8,368$0YOUTH DEVELOPMENT; GENERAL SUPPORT
DAYTON ART INSTITUTE
456 BELMONTE PARK NORTHDAYTONOH45405310537480501(C)(3)$10,268$0ARTS, CULTURE AND HUMANITIES; SUPPORT FOR THE ENDOWMENT FUND
DAYTON CHILDREN'S HOSPITAL
ONE CHILDRENS PLAZADAYTONOH45404310672132501(C)(3)$75,000$0HEALTH & HUMAN SERVICES; MENTAL HEALTH AND REACHING NEW HEIGHTS
DAYTON CHILDREN'S HOSPITAL
ONE CHILDRENS PLAZADAYTONOH45404310672132501(C)(3)$27,000$0HEALTH & HUMAN SERVICES; REACHING NEW HEIGHTS CAMPAIGN
DAYTON CHILDREN'S HOSPITAL FOUNDATION
ONE CHILDRENS PLAZADAYTONOH45404311045247501(C)(3)$25,000$0HEALTH & HUMAN SERVICES; ACTIVITY THERAPY FOR DAY TREATMENT PROGRAM
DAYTON EARLY COLLEGE ACADEMY
300 COLLEGE PARKDAYTONOH45469260463618501(C)(3)$70,000$0EDUCATION; GENERAL SUPPORT
DAYTON PERFORMING ARTS ALLIANCE
126 NORTH MAIN STREETDAYTONOH45402316000101501(C)(3)$50,000$0ARTS, CULTURE AND HUMANITIES; GENERAL SUPPORT
DAYTON PERFORMING ARTS ALLIANCE
126 NORTH MAIN STREETDAYTONOH45402316000101501(C)(3)$10,268$0ARTS, CULTURE AND HUMANITIES; ENDOWMENT FUND TO BENEFIT THE DAYTON PHILHARMONIC
DOROTHY LOVE RETIREMENT COMMUNITY
3003 WEST CISCO ROADSIDNEYOH45365344429863501(C)(3)$9,846$0HEALTH & HUMAN SERVICES; SUPPORT FOR DOROTHY LOVE LIFECARE FUND
DREAM BUILDERS GROUP INC
6759 SOUTH COUNTY ROAD 25ATIPP CITYOH45371311405053501(C)(3)$8,700$0EDUCATION; CLUBHOUSE INTERNSHIP
F J STALLO PUBLIC LIBRARY
196 EAST 4TH STREETMINSTEROH45865341788090501(C)(3)$6,000$0EDUCATION; F.J. STALLO LIBRARY PURPOSES
FAMILY ABUSE SHELTER OF MIAMI COUNTY INC
530 CRESENT DRIVETROYOH45373310966177501(C)(3)$30,000$0SOCIAL SERVICES; SUPPORT FOR RENOVATION OF NEW BUILDING
FAMILY ABUSE SHELTER OF MIAMI COUNTY INC
530 CRESENT DRIVETROYOH45373310966177501(C)(3)$22,550$0SOCIAL SERVICES
FAUST FULKER & SCHLEMMER REAL ESTATE TRUST ACCOUNT
12 SOUTH CHERRY STREETTROYOH45373$261,000$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION: PURCHASE OF COTNER PROPERTY
FIRST KIDS COOPERATIVE PRESCHOOL
110 W FRANKLIN STREETTROYOH45373310543279501(C)(3)$8,000$0EDUCATION; PLAYGROUND RESURFACING PROJECT
FIRST PLACE FOOD PANTRY INC
PO BOX 81TROYOH45373470994740501(C)(3)$28,500$0EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH)
FIRST PRESBYTERIAN CHURCH
20 SOUTH WALNUT STREETTROYOH45373310549049501(C)(3)$14,850$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
FIRST UNITED CHURCH OF CHRIST
120 SOUTH MARKET STREETTROYOH45373131957221501(C)(3)$8,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT; BACKPACK FOOD PROGRAM
FIRST UNITED CHURCH OF CHRIST
120 SOUTH MARKET STREETTROYOH45373131957221501(C)(3)$7,600$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT - ROBINSON
FIRST UNITED CHURCH OF CHRIST
120 SOUTH MARKET STREETTROYOH45373131957221501(C)(3)$6,000$0FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
FIRST UNITED METHODIST CHURCH
110 WEST FRANKLIN STREETTROYOH45373310543279501(C)(3)$15,027$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
FISH OF TROY INC
PO BOX 764TROYOH45373510435875501(C)(3)$15,915$0SOCIAL SERVICES; GENERAL SUPPORT
FRIENDS OF HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501(C)(3)$18,000$0ARTS, CULTURE AND HUMANITIES; REPLACEMENT OF HOUSE CARPETING
FRIENDS OF HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501(C)(3)$16,234$0ARTS, CULTURE AND HUMANITIES; GENERAL SUPPORT
FRIENDS OF HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501(C)(3)$14,250$0ARTS, CULTURE AND HUMANITIES
FRIENDS OF HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501(C)(3)$5,134$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; PROPERTY IMPROVEMENT AND MAINTENANCE
FRIENDS OF THOM & PAT ROBINSON CHARITABLE CHECKING FUND
1840 TOWNE PARK DRIVETROYOH45373$15,000$0BEAUTIFICATION
GINGHAMSBURG CHURCH
6759 SOUTH COUNTY ROAD 25ATIPP CITYOH45371310808339501(C)(3)$42,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
GLOBAL FRIENDSHIP HOUSE
1241 W 43RD STREETNORFOLKVA23508263754915501(C)(3)$5,500$0SOCIAL SERVICES
GOODWILL EASTERSEALS OF MIAMI VALLEY
660 SOUTH MAIN STREETDAYTONOH45402310537112501(C)(3)$6,840$0SOCIAL SERVICES; PIQUA ADULT DAY SUPPORT ART WELLNESS PROGRAM
HEALTH PARTNERS FREE CLINIC
1300 NORTH COUNTY ROAD 25ATROYOH453731359311596731501(C)(3)$87,765$0HEALTH & HUMAN SERVICES
HEALTH PARTNERS FREE CLINIC
1300 NORTH COUNTY ROAD 25ATROYOH453731359311596731501(C)(3)$30,000$0PUBLIC HEALTH
HEALTH PARTNERS FREE CLINIC
1300 NORTH COUNTY ROAD 25ATROYOH453731359311596731501(C)(3)$5,217$0SOCIAL SERVICES
HOSPICE OF MIAMI COUNTY INC
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$179,384$0HEALTH & HUMAN SERVICES; GENERAL SUPPORT
HOSPICE OF MIAMI COUNTY INC
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$100,000$0HEALTH & HUMAN SERVICES; BUILDING CAMPAIGN
HOSPICE OF MIAMI COUNTY INC
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$100,000$0HEALTH & HUMAN SERVICES; HOSPICE HOUSE - GREAT ROOM -STEVEN'S ROOM
HOSPICE OF MIAMI COUNTY INC
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$20,000$0HEALTH & HUMAN SERVICES; SUPPORT FOR THE NEW FREESTANDING BUILDING
HOSPICE OF MIAMI COUNTY INC
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501(C)(3)$8,368$0HEALTH & HUMAN SERVICES; SUPPORT FOR RESIDENTS OF MIAMI COUNTY
IDEA TROY
969 DICKERSON DRIVETROYOH45373316018703501(C)(3)$10,000$0FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
ISAIAH'S PLACE
61 SOUTH STANFIELD ROADTROYOH45373010779327501(C)(3)$10,174$0EDUCATION; SENSORY THERAPY SPACE
JOSHUA RECOVERY MINISTRIES INC
3902 PEPPER TREE COURTDAYTONOH45424261584204501(C)(3)$20,000$0HEALTH & HUMAN SERVICES; TROY RECOVERY HOUSE
JUNIOR ACHIEVEMENT OF OKI PARTNERS INC
644 LINN STCINCINNATIOH45203320014307501(C)(3)$7,800$0EDUCATION
KETTERING MEDICAL CENTER FOUNDATION
3535 SOUTHERN BLVDKETTERINGOH45429237419897501(C)(3)$20,000$0HEALTH & HUMAN SERVICES; FAXITRON FOR KETTERING HEALTH - TROY
KIWANIS CLUB OF PIQUA K 02086
PO BOX 738PIQUAOH45356316039494501(C)(3)$15,329$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; GENERAL SUPPORT FOR PROJECTS IN PIQUA, OHIO
KIWANIS CLUB OF TROY INC
250 CRESTWOOD DRTROYOH45373310708676501(C)(3)$22,326$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; FAMILY ABUSE SHELTER SUPPORT AND OTHER PROJECTS
LEHMAN CATHOLIC HIGH SCHOOL
2400 ST MARYS AVENUESIDNEYOH45365341055864501(C)(3)$75,000$0EDUCATION; FACILITIES UPDATING
LEHMAN CATHOLIC HIGH SCHOOL
2400 ST MARYS AVENUESIDNEYOH45365341055864501(C)(3)$12,545$0EDUCATION
LEHMAN CATHOLIC HIGH SCHOOL
2400 ST MARYS AVENUESIDNEYOH45365341055864501(C)(3)$6,278$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION
LEVEL MB CONSTRUCTION
226 SOUTH MARKET STTROYOH45373465179323$49,768$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$217,112$0RECREATIONAL
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$100,000$0RECREATIONAL; BUILDING CAMPAIGN
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$68,079$0RECREATIONAL; BUILDING FUND DONATION MATCH
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$50,000$0RECREATIONAL; AFTER SCHOOL ENRICHMENT PROGRAM
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$42,846$0RECREATIONAL; SUMMER LUNCH PROGRAM
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$32,420$0RECREATIONAL; OUTDOOR PLAYGROUND EQUIPMENT
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$22,532$0RECREATIONAL; LEGACY CAMPAIGN
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501(C)(3)$5,134$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; GENERAL SUPPORT
LINWORTH BAPTIST CHURCH
6200 LINWORTH ROADWORTHINGTONOH43085310647236501(C)(3)$12,000$0RELIGIOUS/SPIRITUAL DEVELOPMENT
MAJOR SCULPTURE
3865 W US HIGHWAY 36URBANAOH43078$155,000$0ENVIRONMENT; SCULPTURE PROJECT
MAPLE TREE CANCER ALLIANCE
425 N FINDLAY STDAYTONOH45404274113397501(C)(3)$7,500$0HEALTH & HUMAN SERVICES; GROUP EXERCISE ONCOLOGY PROGRAM
MIAMI COUNTY AGRICULTURAL SOCIETY
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501(C)(3)$6,000$0ARTS, CULTURE AND HUMANITIES; 911 MEMORIAL WEEKEND EVENT
MIAMI COUNTY CONTINUUM OF CARE
180 EAST RACE STTROYOH45373272135208501(C)(3)$34,500$0SOCIAL SERVICES; RIDES TO WORK
MIAMI COUNTY CONTINUUM OF CARE
180 EAST RACE STTROYOH45373272135208501(C)(3)$10,000$0EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH)
MIAMI COUNTY DENTAL CLINIC
70 TROY TOWNE DRIVETROYOH45373204901192501(C)(3)$64,790$0HEALTH & HUMAN SERVICES
MIAMI COUNTY DENTAL CLINIC
70 TROY TOWNE DRIVETROYOH45373204901192501(C)(3)$18,500$0HEALTH & HUMAN SERVICES; OPERATING SUPPORT
MIAMI COUNTY JUNIOR FAIR
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501(C)(3)$8,368$0YOUTH DEVELOPMENT; GENERAL SUPPORT
MIAMI COUNTY LOCAL FOOD COUNCIL
PO BOX 334TROYOH45373813339080501(C)(3)$10,000$0SOCIAL SERVICES; CHERRY STREET LOCAL FARMERS MARKET
MIAMI COUNTY PARK DISTRICT
2645 E ST RT 41TROYOH45373316000055501(C)(3)$10,000$0RECREATIONAL; SCIENCE ALIVE! HUG THE EARTH EVENT
MIAMI COUNTY PARK DISTRICT
2645 E ST RT 41TROYOH45373316000055501(C)(3)$8,000$0ENVIRONMENT
MIAMI COUNTY PUBLIC HEALTH DEPARTMENT
510 W WATER STREETTROYOH45373316000055MIAMI COUNTY$7,487$0PUBLIC HEALTH
MIAMI COUNTY VISITORS AND CONVENTION BUREAU
405 PUBLIC SQUARE SOUTHWESTTROYOH45373311315269501(C)(6)$12,000$0RECREATIONAL; DONUT JAM/TOUR DE DONUT
MIAMI COUNTY YMCA
223 WEST HIGH STREETPIQUAOH45356310537179501(C)(3)$35,000$0RECREATIONAL; BUILDING FUND
MIAMI COUNTY YMCA
223 WEST HIGH STREETPIQUAOH45356310537179501(C)(3)$33,099$0RECREATIONAL
MIAMI COUNTY YMCA
223 WEST HIGH STREETPIQUAOH45356310537179501(C)(3)$10,000$0RECREATIONAL; BUILDING PROJECT CAMPAIGN IN PIQUA
MIAMI VALLEY COUNCIL BOY SCOUTS OF AMERICA
7285 POE AVENUEDAYTONOH45414310537124501(C)(3)$7,500$0YOUTH DEVELOPMENT; TROY SCOUTING
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$30,598$0EDUCATION; BALANCE OF CHARITABLE CHECKING FUND
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$15,000$0EDUCATION; MEETING THE CODES
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$11,597$0EDUCATION; CLIMATE CONTROL UNITS
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$11,401$0EDUCATION; BUILDING EXPENSES
MIAMI VALLEY VETERANS MUSEUM
2245 SOUTH COUNTY ROAD 25ATROYOH45373272517593501(C)(3)$5,794$0EDUCATION; RON ERWIN LAND CONTRACT PAYMENT
MRS B'S CATERING
101 N MAIN STREETPLEASANT HILLOH45359464551332$7,348$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION
NEW CREATION COUNSELING CENTER
7695 SOUTH COUNTY ROAD 25ATIPP CITYOH45371311409864501(C)(3)$22,000$0SOCIAL SERVICES; COUNSEL & PSYCHIATRIC SVCS FOR MIAMI CO RESIDENTS
OHIO COUNCIL OF DELIBERATION SCHOLARSHIP FUND
DEPUTY OF THE ORIENT OF OHIOCINCINNATIOH452132023320247237501(C)(3)$31,421$0EDUCATION; PERLEMA AND GRACE SEWELL SCHOLARSHIP
OREGON PRINTING
29 NORTH JUNE STREETDAYTONOH45403$13,625$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION: PRINTING AND MAILING OF 2020 ANNUAL REPORT
OSU EXTENSIONMIAMI COUNTY
201 WEST MAIN STREETTROYOH45373316025986501(C)(3)$18,436$0EDUCATION
OUR FARM SANCTUARY
6495 AGENBROAD RDTIPP CITYOH453718758832712332501(C)(3)$50,000$0ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION); GENERAL SUPPORT
OVERFIELD TAVERN MUSEUM
201 EAST WATER STREETTROYOH45373311337433501(C)(3)$84,000$0EDUCATION
PARTNERS IN HOPE
180 EAST RACE STREETTROYOH453733567311305869501(C)(3)$30,000$0SOCIAL SERVICES; DEVELOPMENT, EDUCATION AND MANAGEMENT PROGRAMMING
PARTNERS IN HOPE
180 EAST RACE STREETTROYOH453733567311305869501(C)(3)$20,390$0SOCIAL SERVICES; GENERAL SUPPORT
PARTNERS IN HOPE
180 EAST RACE STREETTROYOH453733567311305869501(C)(3)$11,350$0EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH)
PARTNERS IN HOPE
180 EAST RACE STREETTROYOH453733567311305869501(C)(3)$9,000$0HEALTH & HUMAN SERVICES
PINK RIBBON GIRLS INC
350 HULS DRIVECLAYTONOH45315320020270501(C)(3)$281,250$0HEALTH & HUMAN SERVICES
PIQUA COMMUNITY FOUNDATION
PO BOX 226PIQUAOH45356311391908501(C)(3)$10,000$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; PIQUA CATHOLIC ENDOWMENT FUND
REHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENTNICHOLAS SCHOOL
1306 GARBRY RDPIQUAOH453568219237202001501(C)(3)$15,330$0PUBLIC HEALTH; GENERAL SUPPORT FOR PROJECTS IN PIQUA, OHIO
REHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENTNICHOLAS SCHOOL
1306 GARBRY RDPIQUAOH453568219237202001501(C)(3)$5,925$0PUBLIC HEALTH; PROCEDURE EXAM CHAIR
RELIANT MISSION
11002 LAKE HART DRIVEORLANDOFL32832521707002501(C)(3)$5,700$0RELIGIOUS/SPIRITUAL DEVELOPMENT; MISSION SUPPORT #FD5124
RICHARD'S CHAPEL UNITED METHODIST CHURCH
831 MCKAIG AVENUETROYOH45373311107067501(C)(3)$94,263$0RELIGIOUS/SPIRITUAL DEVELOPMENT; REPAIR, MAINT & GENERAL UPKEEP OF CHURCH/PARSONAGE
RIVERSIDE MIAMI COUNTY BOARD OF DEVELOPMENTAL DISABILITIES
1625 N TROY-SIDNEY ROADTROYOH45373MIAMI COUNTY$7,231$0EDUCATION
RONALD MCDONALD HOUSE CHARITIES OF THE MIAMI VALLEY REGION INC
555 VALLEY STREETDAYTONOH45404310964793501(C)(3)$7,500$0SOCIAL SERVICES; KEEPING FAMILIES CLOSE PROGRAM
RT INDUSTRIES
110 FOSS WAYTROYOH45373310855035501(C)(3)$12,000$0SOCIAL SERVICES; SERVICE AREA IMPROVEMENT PROJECT
SALVATION ARMY - PIQUA
PO BOX 615PIQUAOH45356222406433501(C)(3)$8,367$0SOCIAL SERVICES; SUPPORT FOR RESIDENTS OF MIAMI COUNTY
ST BONIFACE CHURCH
310 STREET DOWNING STREETPIQUAOH45356310561491501(C)(3)$11,800$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
ST JOHN UNITED CHURCH OF CHRIST
130 SOUTH WALNUT STREETTROYOH45373131957221501(C)(3)$12,583$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
ST PATRICK CATHOLIC CHURCH
409 EAST MAIN STREETTROYOH45373310604619501(C)(3)$128,079$0RELIGIOUS/SPIRITUAL DEVELOPMENT
ST PATRICK CATHOLIC SCHOOL
420 EAST WATER STREETTROYOH45373310604619501(C)(3)$36,900$0EDUCATION
ST PATRICK SOUP KITCHEN
25 NORTH MULBERRY STREETTROYOH45373300391714501(C)(3)$10,500$0SOCIAL SERVICES; GENERAL SUPPORT
ST PATRICK SOUP KITCHEN
25 NORTH MULBERRY STREETTROYOH45373300391714501(C)(3)$10,000$0EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH)
ST PATRICK SOUP KITCHEN
25 NORTH MULBERRY STREETTROYOH45373300391714501(C)(3)$8,200$0FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
ST PAUL'S CHURCH OF CHRIST SIDNEY
707 NORTH OHIO AVENUESIDNEYOH45365344469953501(C)(3)$6,564$0RELIGIOUS/SPIRITUAL DEVELOPMENT; GENERAL SUPPORT
SUPERIOR RECREATIONAL PRODUCTS
1050 COLUMBIA DRCARROLLTONGA30117$21,660$0RECREATIONAL; GAZEBO
TCN BEHAVIORAL HEALTH
452 W MARKET STXENIAOH45385311305635501(C)(3)$40,000$0MISCELLANEOUS; GENERAL SUPPORT
THE FUTURE BEGINS TODAY
PO BOX 511TROYOH45373311655688501(C)(3)$25,401$0EDUCATION
THE FUTURE BEGINS TODAY
PO BOX 511TROYOH45373311655688501(C)(3)$22,000$0EDUCATION; OPERATIONS, SCHOLARSHIPS, AND ADMINISTRATION
THE NATURE CONSERVANCY
PO BOX 1562MERRIFIELDVA221169594530242652501(C)(3)$14,000$0ENVIRONMENT
THE NATURE CONSERVANCY OHIO CHAPTER
6375 RIVERSIDE DRIVEDUBLINOH43017530242652501(C)(3)$10,352$0ENVIRONMENT; GENERAL SUPPORT
THE OHIO STATE UNIVERSITY FOUNDATION
1480 W LANE AVENUECOLUMBUSOH432710811311145986501(C)(3)$200,000$0EDUCATION
THE OVERFIELD SCHOOL
172 SOUTH RIDGE AVENUETROYOH45373311088546501(C)(3)$37,500$0EDUCATION; GENERAL SUPPORT
THE SINCLAIR COMMUNITY COLLEGE FOUNDATION
444 W THIRD STDAYTONOH454021460237032312501(C)(3)$10,000$0EDUCATION
TIPP CITY PUBLIC LIBRARY
11 EAST MAIN STREETTIPP CITYOH45371316000554501(C)(3)$15,270$0EDUCATION; PURCHASE OF BOOK AND MAGAZINES FOR ADULTS
TIPP CITY PUBLIC LIBRARY
11 EAST MAIN STREETTIPP CITYOH45371316000554501(C)(3)$5,968$0EDUCATION
TRAILHEAD LABS INC
388 MARKET STSAN FRANCISCOCA94111$7,500$0RECREATIONAL; OUTERSPATIAL SET UP
TROY BASEBALL PARENTS ASSOCIATION
151 STAUNTON RDTROYOH45373461625177$6,680$0RECREATIONAL; MARKET STREET FIELD RENOVATION
TROY CITY SCHOOLS
500 NORTH MARKET STREETTROYOH45373316000985501(C)(3)$8,840$0EDUCATION
TROY CITY SCHOOLS
500 NORTH MARKET STREETTROYOH45373316000985501(C)(3)$8,045$0EDUCATION; WEIGHT LIFTING EQUIPMENT, JUNIOR HIGH
TROY CIVIC THEATRE INC
PO BOX 491TROYOH45373310918307501(C)(3)$5,691$0ARTS, CULTURE AND HUMANITIES; WIFI UPGRADE
TROY COMMUNITY FM - POWER 1071 WTJN
315 SOUTH PUBLIC SQUARETROYOH45373352484745501(C)(3)$30,000$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION
TROY COMMUNITY WORKS
221 E MAIN STTROYOH45373261535401501(C)(3)$48,166$0SOCIAL SERVICES; COLEMAN-ALLEN-SAIDLEMAN CAS BUILDING PROJECT
TROY DEVELOPMENT COUNCIL
405 SOUTHWEST PUBLIC SQUARETROYOH45373311736034501(C)(3)$53,500$0EDUCATION; ASSISTANCE TO BUSINESSES AFFECTED BY COVID-19
TROY DOLLARS FOR COLLEGE FUND
216 W FRANKLIN STREETTROYOH45373316018703$21,500$0EDUCATION
TROY HIGH SCHOOL SOFTBALL PARENTS ASSOCIATION
151 W STAUNTON RDTROYOH453730752383736476501(C)(3)$6,500$0RECREATIONAL
TROY HIGH SCHOOL SOFTBALL PARENTS ASSOCIATION
151 W STAUNTON RDTROYOH453730752383736476501(C)(3)$6,000$0RECREATIONAL; MARKET STREET SOFTBALL FIELD IMPROVEMENTS
TROY JUNIOR BASEBALL INC
PO BOX 892TROYOH45373310951607501(C)(3)$8,775$0YOUTH DEVELOPMENT; FIELD IMPORVEMENTS AT ELDEAN ROAD LOCATION
TROY-HAYNER CULTURAL CENTER
301 WEST MAIN STREETTROYOH45373316000985501(C)(3)$8,010$0ARTS, CULTURE AND HUMANITIES; GENERAL SUPPORT
TROY-HAYNER CULTURAL CENTER
301 WEST MAIN STREETTROYOH45373316000985501(C)(3)$7,750$0ARTS, CULTURE AND HUMANITIES
TROY-HAYNER CULTURAL CENTER
301 WEST MAIN STREETTROYOH45373316000985501(C)(3)$5,125$0EVENT EXPENSE
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630501(C)(3)$20,558$0EDUCATION; TO PURCHASE BOOK AND MAGAZINES
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630501(C)(3)$15,270$0EDUCATION; PURCHASE OF BOOKS AND MAGAZINES FOR ADULTS
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630501(C)(3)$5,850$0EDUCATION; GENERAL SUPPORT
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630501(C)(3)$5,100$0EDUCATION; WATER BOTTLE FILLING STATIONS
UNITED WAY OF MIAMI COUNTY
116 WEST FRANKLIN STREETTROYOH45373310619209501(C)(3)$34,970$0HEALTH & HUMAN SERVICES
UNITED WAY OF MIAMI COUNTY
116 WEST FRANKLIN STREETTROYOH45373310619209501(C)(3)$6,227$0PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING; GENERAL SUPPORT
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469310536715501(C)(3)$10,100$0EDUCATION
UPPER VALLEY CAREER CENTER
8811 CAREER DRIVEPIQUAOH45356310819594501(C)(3)$23,500$0EDUCATION
UPPER VALLEY CAREER CENTER EDUCATION ASSOCIATION
2262 OWENS ROADPLEASANT HILLOH45359464260262501(C)(3)$10,264$0EDUCATION
UPPER VALLEY MEDICAL CENTER
3130 NORTH COUNTY ROAD 25ATROYOH45373310537095501(C)(3)$5,196$0HOSPITAL; SUPPORT FOR MICROBIOLOGY DEPARTMENT
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501(C)(3)$123,395$0HEALTH & HUMAN SERVICES; SPECIAL CARE NURSERY RENOVATION AND UPGRADE
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501(C)(3)$25,605$0HEALTH & HUMAN SERVICES
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501(C)(3)$20,000$0HEALTH & HUMAN SERVICES; CARDIOPULMONARY REHABILIATION CENTER PROJECT
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501(C)(3)$7,500$0HEALTH & HUMAN SERVICES; CANCER AWARENESS SYMPOSIUM SPEAKER
VILLAGE OF VERSAILLES OHIO
PO BOX 288VERSAILLESOH45380346401515VERSAILLES$10,000$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION: PURCHASE OF LUCAS CPR DEVICE
WE LOVE BIRTHDAY PARTIES
1597 NORTH ROADTROYOH45373841978157501(C)(3)$6,180$0YOUTH DEVELOPMENT; BIRTHDAY CELEBRATIONS
WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH
32 WESLEY BLVDWORTHINGTONOH43085314420544501(C)(3)$94,263$0RELIGIOUS/SPIRITUAL DEVELOPMENT; BLACK COLLEGE FUND,MINISTER'S RETIREMENT,CAMPERSHIPS
WESTSIDE NEIGHBORHOOD SCHOOL
5401 BEETHOVEN STREETLOS ANGELESCA90066953551091501(C)(3)$10,000$0EDUCATION
WILL-CON LLC
633 S UNION STREETTROYOH45373$7,045$0ADMINISTRATIVE EXPENSE; PROGRAM EXPENSE SUPPORTING A FUND OF THE TROY FOUNDATION: REMODEL CLASSROOMS
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLEN HIGHWAYDAYTONOH45435237019799501(C)(3)$10,500$0EDUCATION
WYSO PUBLIC RADIO
150 E SOUTH COLLEGE STREETYELLOW SPRINGSOH453871623830545108501(C)(3)$150,000$0ARTS, CULTURE AND HUMANITIES; SUPPORT TO ASSIST IN MOVING TO NEW LOCATION
WYSO PUBLIC RADIO
150 E SOUTH COLLEGE STREETYELLOW SPRINGSOH453871623830545108501(C)(3)$12,000$0ARTS, CULTURE AND HUMANITIES; SUPPORT FOR CULTURE COUCH
FieldValueIRS element (for citing)
Total501c3 Org132Total501c3OrgCnt
Total Other Org14TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
ADMINISTRATIVE EXPENSE13$4,771
ARTS, CULTURE AND HUMANITIES1$154
RECREATIONAL2$316
SCHOLARSHIP58$490,944
JOURNALISM2$100

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)
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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$114,555BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$5,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$3,960DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$34,134NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$157,649TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationMELISSA KELPTZ RECEIVED A DISCRETIONARY BONUS DURING THE YEAR. THIS BONUS IS REFLECTED ON SCHEDULE J, PART II, COLUMN B(II).ExplanationTxt

Schedule L IRS990ScheduleL

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 EXEC DIR MELISSA KLEPTZRelationshipDescriptionTxt
Transaction$63,195TransactionAmt
TransactionINVESTMENT MANAGEMENT FEESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution48ContributionCnt
Noncash Contributions Rpt F990$2,689,423NoncashContributionsRptF990Amt
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 IV, LINES 12A AND 12B:THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDING DECEMBER 31, 2021 ARE NOT ISSUED AS OF THE DUE DATE OF THIS FORM 990. THE ORGANIZATION EXPECTS ITS 2021 FINANCIAL STATEMENTS WILL BE ISSUED NOT LATER THAN DECEMBER 31, 2022.
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 EXECUTIVE DIRECTOR LISTING ALL POTENTIAL CONFLICTS THAT MAY OCCUR THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'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:INTERFUND TRANSFERS 40. MISC ADJUSTMENTS -5,503.
FORM 990, PART XII, LINE 2C:THE PROCESS BY WHICH THE ORGANIZATION SELECTS AN INDEPENDENT ACCOUNTANT TO CONDUCT ITS AUDIT HAS NOT CHANGED SINCE 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