BARBERTON COMMUNITY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARBERTON COMMUNITY FOUNDATION (EIN 34-1846432)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202123089349303862
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T15:16:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WHITE POND DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443201118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341846432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBERTON COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 3307455995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 W PAIGE AVE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE T ALLEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3307455995 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE T ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 W PAIGE AVE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,578,271 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BARBERTONCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $23,931 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $490,999 | PYContributionsGrantsAmt |
| CY Contributions Grants | $201,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $130,884 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,166,437 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,269,771 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,995 | PYOtherRevenueAmt |
| CY Other Revenue | $36,424 | CYOtherRevenueAmt |
| PY Total Revenue | $1,818,315 | PYTotalRevenueAmt |
| CY Total Revenue | $1,614,296 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,922,705 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,916,957 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $419,698 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $525,059 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $374,899 | PYOtherExpensesAmt |
| CY Other Expenses | $325,542 | CYOtherExpensesAmt |
| PY Total Expenses | $3,717,302 | PYTotalExpensesAmt |
| CY Total Expenses | $3,767,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,898,987 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,153,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,518,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,080,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $301,993 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $409,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,216,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,671,284 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE BARBERTON COMMUNITY FOUNDATION IS TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY PROVIDING LEADERSHIP, FOSTERING COLLABORATION, AND CREATING A LEGACY OF GIVING TO DO GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,449,921 | ExpenseAmt |
| Grant | $2,916,957 | GrantAmt |
| Desc | GRANTS AND SCHOLARSHIPS - BCF PROVIDED 37 GRANTS FROM THE GENERAL FUND TOTALING $2,548,383.72 TO 25 ORGANIZATIONS AND PROVIDED 97 GENERAL FUND SCHOLARSHIPS TOTALING $118,000 DURING 2020. DONOR FUNDS PROVIDED 84 AWARDS TOTALING $247,134.03 TO 33 CHARITABLE ORGANIZATIONS, AND 39 SCHOLARSHIPS TOTALING $57,450. TOTAL SCHOLARSHIP AWARDS FOR ALL FUNDS WERE $175,450, WITH A TOTAL OF 136 SCHOLARSHIPS AWARDED. TOTAL GRANT AWARDS FOR ALL FUNDS WERE $2,795,517.75, WITH A TOTAL OF 121 GRANTS AWARDED TO 45 RECIPIENTS. A TOTAL OF $7,019.17 IN GRANTS WERE RETURNED. GRAND TOTAL OF ALL AWARDS AND FUND DISTRIBUTIONS FOR 2020 WAS $2,916,957. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $106,626 | RevenueAmt |
| Desc | PROGRAM-RELATED INVESTMENTS - INVESTMENTS PROVIDED TO LOCAL 501(C)(3) ECONOMIC DEVELOPMENT AND HOUSING SUPPORT ORGANIZATIONS. THE ULTIMATE GOAL IS TO SERVE AS A CATALYST FOR JOB GROWTH AND MAINTAIN HOUSING IN THE CITY OF BARBERTON THROUGH LOW-INTEREST LOANS TO LOCAL COMPANIES AND INDIVIDUALS AND THE DEVELOPMENT OF INDUSTRIAL AND COMMERCIAL-USE PROPERTY. NEW INVESTMENTS DISBURSED DURING 2020 TOTALED $216,900. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,449,921 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307455995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 WEST PAIGE AVENUE | AddressLine1Txt |
| City | BARBERTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFFREY RAMNYTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $116,806 | $46,304 | |
| SUZANNE T ALLEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $127,104 | $0 | $22,627 | Yes (X) | |
| MAYOR WILLIAM JUDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $75,939 | $36,801 | |
| BRETT FOGLE | ||||||
| DIRECTOR OF FINANCE | 40.00 | $93,128 | $0 | $15,877 | Yes (X) | |
| JIM BAUSCHLINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $33,105 | $0 | |
| MICHAEL VINAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $14,663 | $3,944 | |
| CRAIG MEYGES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $15,500 | $0 | |
| DENNY LIDDLE | ||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSH GORDON | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER BIDLINGMYER | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LYNNE HOLCOMB | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDNA BOYLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL EPNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEB SHREINER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT HAVERLICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TINA LINTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON SLATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $220,232 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $256,013 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $201,475 | AllOtherContributionsAmt |
| Total Contributions | $201,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM INVESTMENTS | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $106,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,626 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,047,667 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$10,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,058,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,839 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $143,169 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,670 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,670 | TotalRevenueColumnAmt |
| Exclusion | $1,670 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,042,910 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,820,806 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$777,896 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$777,896 | TotalRevenueColumnAmt |
| Exclusion | -$777,896 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $34,754 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $34,754 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,754 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,614,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,931 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,282,264 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,507 | TotalAmt |
| Program Services | $2,741,507 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,450 | TotalAmt |
| Program Services | $175,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,736 | TotalAmt |
| Program Services | $166,821 | ProgramServicesAmt |
| Management And General | $91,915 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,670 | TotalAmt |
| Program Services | $113,909 | ProgramServicesAmt |
| Management And General | $62,761 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,704 | TotalAmt |
| Program Services | $6,257 | ProgramServicesAmt |
| Management And General | $3,447 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,024 | TotalAmt |
| Program Services | $29,029 | ProgramServicesAmt |
| Management And General | $15,995 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,925 | TotalAmt |
| Program Services | $22,518 | ProgramServicesAmt |
| Management And General | $12,407 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602 | TotalAmt |
| Management And General | $1,602 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,900 | TotalAmt |
| Management And General | $22,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,732 | TotalAmt |
| Program Services | $132,732 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,558 | TotalAmt |
| Management And General | $27,558 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,292 | TotalAmt |
| Program Services | $25,978 | ProgramServicesAmt |
| Management And General | $14,314 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,716 | TotalAmt |
| Program Services | $6,909 | ProgramServicesAmt |
| Management And General | $3,807 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,938 | TotalAmt |
| Program Services | $15,434 | ProgramServicesAmt |
| Management And General | $8,504 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,076 | TotalAmt |
| Program Services | $2,725 | ProgramServicesAmt |
| Management And General | $18,351 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,486 | TotalAmt |
| Management And General | $3,486 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,654 | TotalAmt |
| Program Services | $1,711 | ProgramServicesAmt |
| Management And General | $943 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,944 | TotalAmt |
| Management And General | $17,944 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,108 | TotalAmt |
| Management And General | $8,108 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $5,740 | $3,701 | $2,039 |
| EQUIPMENT LEASE/MAINTEN | $2,983 | $1,923 | $1,060 |
| FUND ACTIVITY EXPENSES | $2,390 | $2,390 | |
| MISCELLANEOUS ADMINISTR | $1,423 | $927 | $496 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,767,558 | TotalAmt |
| Program Services | $3,449,921 | ProgramServicesAmt |
| Management And General | $317,637 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,762 | BOYAmt |
| EOY | $275,212 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,174 | BOYAmt |
| EOY | $2,599,216 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,840 | BOYAmt |
| EOY | $50,950 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,418 | BOYAmt |
| EOY | $10,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,879,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,050,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,620 | BOYAmt |
| EOY | $1,829,349 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,064,503 | BOYAmt |
| EOY | $67,602,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,063,384 | BOYAmt |
| EOY | $12,443,007 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,577 | BOYAmt |
| EOY | $3,223,308 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,134 | BOYAmt |
| EOY | $46,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,518,412 | BOYAmt |
| EOY | $88,080,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,115 | BOYAmt |
| EOY | $21,944 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $69,408 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,878 | BOYAmt |
| EOY | $318,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,993 | BOYAmt |
| EOY | $409,642 | 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 | $4,589,150 | BOYAmt |
| EOY | $4,958,128 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,627,269 | BOYAmt |
| EOY | $82,713,156 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,216,419 | BOYAmt |
| EOY | $87,671,284 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,518,412 | BOYAmt |
| EOY | $88,080,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,153,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,608,127 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| CITY OF BARBERTON | ||||
| 346000188 | 6 | Yes (1) | $46,994 | $0 |
| THE BARBERTON CITY SCHOOL DISTRICT | ||||
| 346000187 | 6 | Yes (1) | $2,386,480 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,433,474 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, SECTION A, LINE 6 | ALL SUPPORT PROVIDED BY THE FOUNDATION IS DEEMED TO RELIEVE THE BURDEN OF THE SUPPORTED ORGANIZATIONS OF THE FOUNDATION. PLEASE SEE DETAIL OF GRANT EXPENSE IN SCHEDULE I. |
| SCHEDULE A, PART IV, LINE 2 | THE CITY OF BARBERTON, OHIO AND THE BARBERTON CITY SCHOOL DISTRICT ARE POLITICAL SUBDIVISIONS OF THE STATE OF OHIO AND THEREFORE ARE ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) BECAUSE THEY ARE GOVERNMENTAL UNITS DESCRIBED IN IRC SECTION 170(B)(1)(A)(V). |
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 | 7 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 88 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $15,184 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $171,703 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $234,304 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $123,561 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,303,918 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,874,009 | BeginningYearBalanceAmt |
| Contributions | $201,475 | ContributionsAmt |
| Investment Earnings Or Losses | $7,851,792 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,916,957 | GrantsOrScholarshipsAmt |
| Other Expenditures | $685,391 | OtherExpendituresAmt |
| End Year Balance | $87,324,928 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,130,410 | BeginningYearBalanceAmt |
| Contributions | $519,084 | ContributionsAmt |
| Investment Earnings Or Losses | $11,875,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,922,705 | GrantsOrScholarshipsAmt |
| Other Expenditures | $728,571 | OtherExpendituresAmt |
| End Year Balance | $82,874,009 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,206,692 | BeginningYearBalanceAmt |
| Contributions | $573,765 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,906,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,068,025 | GrantsOrScholarshipsAmt |
| Other Expenditures | $755,984 | OtherExpendituresAmt |
| Administrative Expenses | -$80,174 | AdministrativeExpensesAmt |
| End Year Balance | $74,130,410 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,528,127 | BeginningYearBalanceAmt |
| Contributions | $2,161,022 | ContributionsAmt |
| Investment Earnings Or Losses | $10,334,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,894,870 | GrantsOrScholarshipsAmt |
| Other Expenditures | $979,323 | OtherExpendituresAmt |
| Administrative Expenses | -$57,607 | AdministrativeExpensesAmt |
| End Year Balance | $82,206,692 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,128,233 | BeginningYearBalanceAmt |
| Contributions | $276,192 | ContributionsAmt |
| Investment Earnings Or Losses | $5,766,894 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,954,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $947,115 | OtherExpendituresAmt |
| Administrative Expenses | -$258,013 | AdministrativeExpensesAmt |
| End Year Balance | $73,528,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01356 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03925 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.94719 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,000 | OtherCostOrOtherBasisAmt |
| Book Value | $220,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,639,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,043,654 | DepreciationAmt |
| Book Value | $1,595,877 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,529 | DepreciationAmt |
| Book Value | $13,472 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,829,349 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $12,443,007 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,443,007 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AS AGENCY ENDOWMENT OBLIGATIONS | Desc |
| Amt | $318,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $318,290 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,232,860 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,608,127 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $143,169 | OtherRevenueAmt |
| Revenue Not Reported | $6,751,296 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,481,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $132,732 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $132,732 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,614,296 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,777,995 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $143,169 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $143,169 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,634,826 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,732 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $132,732 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,767,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED PROVISIONS FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PART VIII, LINE 6B RENTAL EXPENSES 143,169. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PART VIII, LINE 6B RENTAL EXPENSES 143,169. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $12,443,007 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,443,007 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,443,007 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BARBERTON PUBLIC SCHOOLS | |||||||
| 479 NORTON AVENUE | BARBERTON | OH | 44203 | 346000187 | PUBLIC SCHOOL | $2,328,884 | DEBT SERVICE |
| BARBERTON PUBLIC SCHOOLS | |||||||
| 479 NORTON AVENUE | BARBERTON | OH | 44203 | 346000187 | PUBLIC SCHOOL | $57,596 | STUDENT DEVELOPMENT & CURRICULUM SUPPORT |
| CITY OF BARBERTON | |||||||
| 104 THIRD STREET NW | BARBERTON | OH | 44203 | 346000188 | CITY GOVERNMENT | $5,000 | COMMUNITY DEVELOPMENT & SUPPORT |
| CITY OF BARBERTON | |||||||
| 104 THIRD STREET NW | BARBERTON | OH | 44203 | 346000188 | CITY GOVERNMENT | $41,994 | PARKS & RECREATION, POLICE, FIRE AND OTHER SERVICES |
| MAGICAL THEATRE COMPANY | |||||||
| PO BOX 386 | BARBERTON | OH | 44203 | 341196629 | 501(C)3 | $21,785 | LIVE THEATER & PERFORMING ARTS EDUCATION |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 37 N HIGH | AKRON | OH | 44308 | 341169257 | 501(C)3 | $8,500 | 2-1-1 INFORMATION & REFERRAL AND FINANCIAL EMPOWERMENT FOR BARBERTON RESIDENTS |
| STEWART'S CARING PLACE | |||||||
| 2955 WEST MARKET STREET STE R | AKRON | OH | 44333 | 200181338 | 501(C)3 | $5,000 | CANCER SUPPORT SERVICES |
| LAKE ANNA YMCA | |||||||
| 500 W HOPOCAN AVENUE | BARBERTON | OH | 44203 | 340714727 | 501(C)3 | $19,276 | HEALTH AND WELLNESS ACTIVITIES |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | 341369388 | 501(C)3 | $7,500 | COMMUNITY FOOD PANTRY DISTRIBUTION |
| BARBERTON COMMUNITY HEALTH CLINIC | |||||||
| 113 NINTH STREET | BARBERTON | OH | 44203 | 341439124 | 501(C)3 | $5,545 | FREE HEALTH CARE SERVICES |
| EMBRACING FUTURES | |||||||
| 50 S MAIN STREET SUITE LL100 | AKRON | OH | 44308 | 316543299 | 501(C)3 | $5,584 | ORTHODONTIC CARE PROGRAM |
| AXESSPOINTE COMMUNITY HEALTH CENTER | |||||||
| 1400 S ARLINGTON STREET SUITE 38 | AKRON | OH | 44306 | 341735884 | 501(C)3 | $19,000 | HEALTH CLINIC EXPANSION |
| BARBERTON AREA COMMUNITY MINISTRIES | |||||||
| 939 NORTON AVENUE | BARBERTON | OH | 44203 | 311502393 | 501(C)3 | $11,566 | FOOD SECURITY |
| CHILD GUIDANCE & FAMILY SOLUTIONS | |||||||
| 18 NORTH FORGE STREET | AKRON | OH | 44304 | 340726083 | 501(C)3 | $9,700 | PRESCHOOL EDUCATION |
| VICTIM ASSISTANCE PROGRAM INC | |||||||
| 137 S MAIN STREET SUITE 300 | AKRON | OH | 44308 | 383142753 | 501(C)3 | $21,000 | BARBERTON VICTIM ADVOCACY PROGRAM |
| GREENLEAF FAMILY CENTER | |||||||
| 580 GRANT STREET | AKRON | OH | 44311 | 340714398 | 501(C)3 | $6,000 | ADOLESCENT SUICIDE PREVENTION PROGRAM (ASPP) |
| BOYS & GIRLS CLUB OF THE WESTERN RESERVE | |||||||
| 889 JONATHAN AVENUE | AKRON | OH | 44306 | 341351557 | 501(C)3 | $10,000 | BARBERTON WEST ELEMENTARY BOYS & GIRLS CLUBS PILOT |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 W EXCHANGE STREET | AKRON | OH | 44308 | 341636766 | 501(C)3 | $6,000 | SUMMIT BIKE SHARE (BARBERTON) |
| SUMMA HEALTH | |||||||
| 155 5TH STREET NE | BARBERTON | OH | 44203 | 341887844 | 501(C)3 | $8,000 | COVID-19 EMERGENCY SUPPORT |
| BATTERED WOMEN'S SHELTER | |||||||
| 974 E MARKET STREET | AKRON | OH | 44305 | 341249342 | 501(C)3 | $8,192 | BARBERTON DOMESTIC VIOLENCE SUPPORT GROUPS |
| THE NATIONAL INVENTORS HALL OF FAME INC | |||||||
| 3701 HIGHLAND PARK NW | N CANTON | OH | 44720 | 341580038 | 501(C)3 | $5,000 | CAMP INVENTION STEM BASED ENRICHMENT FOR UNDERSERVED BARBERTON YOUTH |
| COLEMAN PROFESSIONAL SERVICES | |||||||
| 5982 RHODES ROAD | KENT | OH | 44240 | 341240178 | 501(C)3 | $20,000 | STUDENT SUCCESS INITIATIVE |
| RED OAK BEHAVIORAL HEALTH | |||||||
| 611 W MARKET STREET | AKRON | OH | 44303 | 341282145 | 501(C)3 | $17,000 | THE BARBERTON COMMUNITY WELLNESS COLLABORATIVE |
| OHIOGUIDESTONE | |||||||
| 3094 W MARKET STREET SUITE 105 | FAIRLAWN | OH | 44333 | 340720558 | 501(C)3 | $6,000 | TELEHEALTH FAMILY ENGAGEMENT KIT PROJECT |
| COUNTRYSIDE | |||||||
| 4965 QUICK ROAD | PENINSULA | OH | 44264 | 341896395 | 501(C)3 | $9,500 | BARBERTON FARMERS MARKET FOOD ACCESS EXPANSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INDIVIDUAL SCHOLARSHIPS. | GrantTypeTxt |
| Recipient | 118 | RecipientCnt |
| Cash Grant | $175,450 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AFTER GRANTS ARE APPROVED BY THE GRANTS COMMITTEE AND THE BOARD OF DIRECTORS, A GRANT PACKET IS PROVIDED TO THE GRANTEE. THE PACKET INCLUDES (1) A NOTIFICATION LETTER, (2) A GRANT AGREEMENT TO BE SIGNED AND RETURNED, (3) A SIX MONTH REPORT OUTLINE, AND (4) AN ANNUAL EVALUATION REPORT OUTLINE. PERIODICALLY, A CONDITIONS REPORT IS RUN INTERNALLY TO IDENTIFY ANY OUTSTANDING SIX MONTH REPORTS OR ANNUAL REPORTS. THE ANNUAL REPORT SHOULD INCLUDE COPIES OF RECEIPTS, A DETAILED ACCOUNTING OF GRANT FUNDS AND THE RETURN OF UNUSED FUNDS. THE GRANTEE WILL BE CONTACTED IF CONDITIONS ARE NOT MET TO TURN IN THEIR REPORTS. THE SUBMITTED DOCUMENTS ARE REVIEWED, RECALCULATED AND FOLLOWED UP ON AS NECESSARY. ORGANIZATIONS MAY SUBMIT A WAIVER REQUEST IF ADDITIONAL TIME IS NEEDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY RAMNYTZ | PersonNm |
| Title | DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $116,806 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $20,200 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $26,104 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $163,110 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | JEFFREY RAMNYTZ IS THE SUPERINTENDENT OF BARBERTON CITY SCHOOL DISTRICT. COMPENSATION IS DETERMINED BASED ON MARKET RESEARCH AND OTHER FACTORS THAT DETERMINE HIS SALARY COMPARABLE TO SIMILAR GEOGRAPHIC AND SIMILAR SCHOOL DISTRICTS TO BARBERTON. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE ASSISTANCE OF THE PRESIDENT/CEO, UNDERGOES A SELECTION AND INTERVIEW PROCESS THROUGH WHICH BOARD APPOINTED CANDIDATES ARE IDENTIFIED. AFTER THE SCREENING AND INTERVIEW PROCESS, CANDIDATES ARE THEN RECOMMENDED FOR APPOINTMENT TO THE FULL BOARD. IN ADDITION, THE CITY COUNCIL HAS TO APPROVE 5 BOARD MEMBERS AND 3 ARE EX-OFFICIO APPOINTMENTS TO THE BOARD BASED ON THEIR POSITIONS WITH THE FOUNDATION'S SUPPORTED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE FOUNDATION'S CODE OF REGULATIONS, OR THE POLICIES THEREIN, REQUIRES APPROVAL OF 75% OF THE MEMBERS OF BOTH THE BOARD OF DIRECTORS OF THE FOUNDATION AND THE CITY COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE/INVESTMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990. IT IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY STIPULATES HOW OTHER BOARD MEMBERS CAN QUESTION CONFLICTS AND STAFF MONITORS ACTIONS TAKEN AT MEETINGS WHEN NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CITY OF BARBERTON | |||||||||
| 576 W PARK | BARBERTON | OH | 44203 | 346000188 | CITY | OH | LINE 6 | N/A | 0 |
| THE BARBERTON CITY SCHOOL DISTRICT | |||||||||
| 633 BRADY AVE | BARBERTON | OH | 44203 | 346000187 | SCHOOL DISTRICT | OH | LINE 6 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |