MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY FOUNDATION (EIN 30-0205024)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101213
- Schema version
- 2019v5.1
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:55:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300205024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 9377679208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 S HIGH ST STE B | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453870561 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI M KUHN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR & SECRETARY | PersonTitleTxt |
| Phone | 9377679208 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.47.223.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 11:11:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FE4833BCF5172B54418EDCA2EA979E2B6C03562 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,135,845 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,038 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,407,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,407,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,882,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,337,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,882,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,232 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,302,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,301,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $270,824 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,862 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,791 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,082 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $107,085 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,231 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,055 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,031 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,705 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $322,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $232,501 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,715 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,818 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,690 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,211 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,189 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $925,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $358,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $292,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,081,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,081,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,006,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $358,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,373,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $296,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,942,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $941,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $560,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $560,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,105,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,370,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,370,649 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $41,049,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,842,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,842,774 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $98,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,363 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $64,636 | LandBOYAmt |
| Land EOY | $54,818 | LandEOYAmt |
| Land EOYFMV | $54,818 | LandEOYFMVAmt |
| Other Assets BOY | $303,129 | OtherAssetsBOYAmt |
| Other Assets EOY | $306,624 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $306,624 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,464,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,135,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,135,845 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $817,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$326 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $499,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $817,174 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,964,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,318,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,964,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,318,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,464,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,135,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,964,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $296,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,057,607 | OtherIncreasesAmt |
| Subtotal | $48,318,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,318,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE | $8,254,682 | $7,383,162 | $871,520 | $871,520 | |
| PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE | $1,640,000 | $1,229,887 | $410,113 | $410,113 | |
| PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE | $834,121 | $841,446 | -$7,325 | -$7,325 | |
| PARTNERSHIPS/ALTERNATIVE INVESTMENTS | $116,665 | $116,665 | $116,665 | ||
| CAPITAL GAINS DIVIDENDS | $491,748 | $491,748 | $491,748 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,882,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,396,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,656,818 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,241,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,247,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,828,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,075,751 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,970,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,181,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,736,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,877,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054873 | DistributionYr5Rt |
| Total Distribution | 0.279462 | TotalDistributionRt |
| Average Distribution | 0.055892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,054,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,574,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,603,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,373,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,539 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,539 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $12,662 | OverpaymentAmt |
| Applied To ES Tax | $12,662 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MORGANFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9377679208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 S HIGH ST SUITE B | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE M MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | PRESIDENT | 1.25 | $5,670 | $0 | $0 |
| VICTORIA A MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | VICE PRESIDENT | 1.00 | $3,200 | $0 | $0 |
| BARCLAY CARRIAR | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | TREASURER | 1.00 | $3,550 | $0 | $0 |
| ASHA MORGAN MORAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,800 | $0 | $0 |
| JUDITH THOMPSON | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,150 | $0 | $0 |
| KARLA MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,800 | $0 | $0 |
| RONALD BRANDENBURG | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,200 | $0 | $0 |
| LORI M KUHN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | EXEC. DIRECTOR/SECRETARY | 32.00 | $156,140 | $56,130 | $0 |
| STEPHEN T WILLIAMS | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | CFO/ASSISTANT TREASURER | 30.00 | $88,314 | $17,976 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEPC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $55,770 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,032,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $668,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,818 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,756,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,756,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $701,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,054,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,302,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,302,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,859 | TotalTaxAmt |
| Distributable Before Adj | $2,243,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,243,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,243,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,373,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,373,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,373,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,243,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $258,375 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $668,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $633,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $77,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,638,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,373,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,243,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,767,804 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $258,375 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,509,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $668,212 | ExcessFromYear4Amt |
| Excess From Year3 | $633,819 | ExcessFromYear3Amt |
| Excess From Year1 | $77,997 | ExcessFromYear1Amt |
| Excess From Current Year | $129,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE M MORGAN | ContributingManagerNm |
| Contributing Manager | VICTORIA A MORGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PLEASE VISIT WWWMORGANFAMILYFDNORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 S HIGH ST SUITE B | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9377679208 | RecipientPhoneNum |
| Recipient Email Address | INFO@MORGANFAMILYFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS SHOULD FIRST REVIEW THE FOUNDATION'S GRANT GUIDELINES AND PROCESS AVAILABLE AT WWW.MORGANFAMILYFDN.ORG. IF APPROPRIATE, GRANTSEEKERS SHOULD COMPLETE THE FOUNDATION'S ONLINE LETTER OF INQUIRY (LOI) PROCESS, AVAILABLE AT HTTP://MORGANFAMILYFDN.EGRANT.NET. THE FOUNDATION THEN SELECTS ORGANIZATIONS TO CONTINUE IN THE GRANTSEEKING PROCESS. FOR THOSE THAT CONTINUE, THE ORGANIZATIONS PROVIDE ADDITIONAL INFORMATION ABOUT THE APPLICANT ORGANIZATION, DETAILS OF THE REQUEST, BUDGET AND FINANCES, WHICH ARE MOSTLY SUBMITTED ONLINE WITH SOME INFORMATION PROVIDED VERBALLY THROUGH SCHEDULED VISIT(S) OR CONVERSATION(S) WITH A FOUNDATION REPRESENTATIVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN SET YET FOR 2021, ALTHOUGH THE FIRST DEADLINE IS USUALLY IN JANUARY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MOST FOUNDATION GRANTS ARE AWARDED TO 501(C)(3) PUBLIC CHARITIES, AND HISTORICALLY HAVE HAD A GEOGRAPHICAL FOCUS ON THE COMMUNITIES OF YELLOW SPRINGS, OHIO AND ST. CLOUD, MINNESOTA. BEGINNING IN 2020, NEW GRANTS FOCUS ON ADVANCING SOCIAL EQUITY IN ST. CLOUD, MITIGATING GLOBAL WARMING IN MINNESOTA, AND ADDRESSING END-OF-LIFE ISSUES IN CENTRAL MINNESOTA. THE ST. CLOUD SOCIAL EQUITY THEME IS THE ONLY GRANT PROGRAM CURRENTLY WITH AN OPEN REQUEST PROCESS. GLOBAL WARMING AND END-OF-LIFE ARE NOT OPEN TO UNSOLICITED REQUESTS AT PRESENT. FURTHER DETAILS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE, WWW.MORGANFAMILYFDN.ORG. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR LOBBYING LEGISLATION OR INFLUENCING PUBLIC ELECTIONS. THE FOUNDATION ALSO AWARDS OCCASIONAL GRANTS TO PRE-SELECTED PUBLIC CHARITIES IN OTHER LOCALITIES AND/OR FOR OTHER PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | ST. CLOUD OFFICE | $500 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | ST. CLOUD OFFICE | $250 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $200 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | ST. CLOUD OFFICE | $250 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | MN-ND CHAPTER | $500 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | MN-ND CHAPTER | $500 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $250 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $250 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | ST. CLOUD OFFICE | $500 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | MN-ND CHAPTER | $250 | |
| AMERICAN CANCER SOCIETY - SAUK RAPIDS | |||||||
| 1139 FRANKLIN AVE NE 5 | SAUK RAPIDS | MN | 56379 | PC | UNRESTRICTED USE | $250 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | UNRESTRICTED USE | $250 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | UNRESTRICTED USE | $250 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | UNRESTRICTED USE | $250 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | UNRESTRICTED USE | $200 | |
| ANNANDALE AREA COMMUNITY FOOD SHELF | |||||||
| PO BOX 94 | ANNANDALE | MN | 55302 | PC | ANCHOR DOCK & LIFT HOLIDAY FOOD TRAIN FUNDRAISER | $2,500 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | FAST-TRACK FOR ANTIOCH: SUPPORTING THE COLLEGE'S QUEST FOR ACCREDITATION (FIFTH YEAR OF 5-YEAR GRANT) | $500,000 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | INCREASING SUSTAINABLE ENROLLMENT FOR A COLLEGE OF PRACTICE (FIRST YEAR OF 3-YEAR GRANT) | $400,000 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $3,500 | |
| ARTHUR MORGAN INSTITUTE FOR COMMUNITY SOLUTIONS | |||||||
| PO BOX 243 | YELLOW SPRINGS | OH | 45387 | PC | OPERATING SUPPORT FOR AGRARIA: CENTER FOR REGENERATIVE PRACTICE | $15,000 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | BUILDING FUND | $3,000 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | BUILDING FUND | $1,000 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | UNRESTRICTED USE | $200 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | UNRESTRICTED USE | $500 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | NEW ACADEMIC BUILDING | $250 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | NEW BUILDING FUND | $500 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | NEW BUILDING FUND | $500 | |
| ARTHUR MORGAN SCHOOL | |||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | MUSIC DEPARTMENT | $500 | |
| ASSOCIATION OF AFRICANS LIVING IN VERMONT | |||||||
| 20 ALLEN ST 3RD FLOOR | BURLINGTON | VT | 05401 | PC | GENERAL OPERATING SUPPORT | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | A PERMANENT HOME/BUILDING | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | A PERMANENT HOME/BUILDING | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | SCHOLARSHIPS | $500 | |
| AUGUSTANA UNIVERSITY | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | PC | HUMANITIES BUILDING RENOVATIONS | $4,000 | |
| BIG BROTHERS BIG SISTERS MIAMI VALLEY | |||||||
| 22 S JEFFERSON STREET | DAYTON | OH | 454022003 | PC | YOUTH MENTORING SERVICES IN YELLOW SPRINGS | $16,500 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL MINNESOTA | |||||||
| 203 COOPER AVENUE NORTH SUITE 162 | ST CLOUD | MN | 56303 | PC | YOUTH MENTORING | $30,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA | |||||||
| 345 30TH AVENUE NORTH | ST CLOUD | MN | 563033755 | PC | JUNIOR STAFF CAREER DEVELOPMENT PROGRAM | $40,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL MINNESOTA | |||||||
| 345 30TH AVENUE NORTH | ST CLOUD | MN | 563033755 | PC | UNRESTRICTED USE | $1,000 | |
| CALIFORNIANS FOR RENEWABLE ENERGY (CARE) | |||||||
| PO BOX 682 | PORTOLA | CA | 96122 | PC | STOP SMART METERS | $250 | |
| CAROLINA DAY SCHOOL INC | |||||||
| 1345 HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | PC | ANNUAL FUND CONTRIBUTION DEDICATED FOR KEY SCHOOL SCHOLARSHIPS | $1,500 | |
| CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD | |||||||
| 911 18TH STREET NORTH | ST CLOUD | MN | 563031203 | PC | SERVICES FOR HOMELESS YOUTH: CRITICAL HOUSING AND COMPREHENSIVE SERVICES | $35,000 | |
| CELLULAR PHONE TASK FORCE INC | |||||||
| PO BOX 6216 | SANTA FE | NM | 87502 | PC | UNRESTRICTED USE | $250 | |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| 110 2ND ST SOUTH SUITE 303 | WAITE PARK | MN | 563871662 | PC | CVT ST. CLOUD | $50,000 | |
| CENTRACARE CLINIC | |||||||
| 1406 6TH AVE N | ST CLOUD | MN | 563031901 | PC | BUILDING CAREGIVER SUPPORT INTO AN INCLUSIVE COMMUNITY | $39,484 | |
| CENTRAL MINNESOTA HABITAT FOR HUMANITY | |||||||
| 3335 WEST SAINT GERMAIN STREET | SAINT CLOUD | MN | 563017321 | PC | PARTNERSHIP WITH TECH HIGH SCHOOL: TIGER BUILD 5 | $25,000 | |
| CENTRAL MINNESOTA YOUTH SOCCER ASSOCIATION | |||||||
| PO BOX 651 | ST CLOUD | MN | 563020651 | PC | UNRESTRICTED USE | $500 | |
| CHILDREN'S HISTORICAL PUBLISHING | |||||||
| 1616 TURNBERRY VILLAGE DR | DAYTON | OH | 45458 | PC | UNRESTRICTED USE | $500 | |
| CITIZENS CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVE SUITE 309 | CORONADO | CA | 92118 | PC | UNRESTRICTED USE | $5,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 56301 | PC | JUGAAD LEADERSHIP AND MENTORING PROGRAM | $17,500 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 56301 | PC | GENERAL CHARITABLE PURPOSES | $25,250 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 56301 | PC | SOCIAL CAPITAL SURVEY | $5,000 | |
| CONVIVIAL LEARNING INC | |||||||
| 1160 CORRY STREET | YELLOW SPRINGS | OH | 453871642 | PC | 24TH ANNUAL AUCTION GALA & COMEDY SHOW SCHOLARSHIP FUNDRAISER | $10,000 | |
| DAKOTA CENTER INC | |||||||
| 33 BARNETT ST | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $150 | |
| DAYBREAK INC | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 454022649 | PC | UNRESTRICTED USE | $350 | |
| DAYTON CHRISTIAN CENTER INC | |||||||
| 1352 W RIVERVIEW AVENUE | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $250 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | PARTNERS AND KIDS COUNTING ALOT TOGETHER (PAKCAT) | $22,350 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | 50% ACTIVITIES FUND, 50% ACADEMIC FUND | $1,500 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | FOREIGN LANGUAGE IMMERSION PROGRAM | $2,000 | |
| ELDER VOICE FAMILY ADVOCATES | |||||||
| 5770 MARSH POINTE DRIVE | SHOREWOOD | MN | 553317100 | PC | CENTRAL MINNESOTA ELDER CARE EDUCATION AND ADVOCACY PROGRAM | $20,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATIONS | $500 | |
| FAMILY VIOLENCE PREVENTION CENTER OF GREENE COUNTY INC | |||||||
| 380 BELLBROOK AVE | XENIA | OH | 45385 | PC | PREVENTION OF TEEN DATING VIOLENCE AND SEXUAL VIOLENCE | $5,000 | |
| FOLDS OF HONOR - MINNESOTA | |||||||
| 372 FERNDALE RD SOUTH | WAYZATA | MN | 55391 | PC | UNRESTRICTED USE | $250 | |
| FOLDS OF HONOR - MINNESOTA | |||||||
| 372 FERNDALE RD SOUTH | WAYZATA | MN | 55391 | PC | UNRESTRICTED USE | $250 | |
| FRIENDS CARE COMMUNITY | |||||||
| 150 EAST HERMAN ST | YELLOW SPRINGS | OH | 453871610 | PC | ACCESSIBLE TRANSPORTATION | $10,000 | |
| FRIENDS OF CAREER SOLUTIONS | |||||||
| 1542 NORTHWAY DRIVE | ST CLOUD | MN | 563039501 | PC | CAREERONE CAPACITY BUILDING | $30,000 | |
| FRIENDS OF NEW MEXICO FISHER HOUSE | |||||||
| PO BOX 14276 | ALBUQUERQUE | NM | 87191 | PC | NEW MEXICO FISHER HOUSE | $250 | |
| FRIENDS OF NEW MEXICO FISHER HOUSE | |||||||
| PO BOX 14276 | ALBUQUERQUE | NM | 87191 | PC | NEW MEXICO FISHER HOUSE | $500 | |
| FRIENDS OF THE HOUSE OF THE PEOPLE | |||||||
| 201 LOOKOUT DRIVE | DAYTON | OH | 45419 | PC | HOUSE OF THE PEOPLE - UNRESTRICTED | $500 | |
| FRIENDS OF WILLOW SPRINGS OPEN SPACE | |||||||
| PO BOX 1128 | MORRISON | CO | 80465 | PC | TOOLS | $300 | |
| GIVE AND SURF | |||||||
| 361 PALM ISLAND LANE | VERO BEACH | FL | 32963 | PC | SAN CRISTOBAL COMMUNITY CENTER | $500 | |
| GIVE2ASIA | |||||||
| 2201 BROADWAY ST | OAKLAND | CA | 94612 | PC | MITRANIKETAN FUND | $1,000 | |
| GIVE2ASIA | |||||||
| 2201 BROADWAY ST | OAKLAND | CA | 94612 | PC | MITRANIKETAN FUND | $500 | |
| GLEN HELEN ASSOCIATION | |||||||
| 405 CORRY STREET | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $200 | |
| GREAT RIVER CHILDREN'S MUSEUM | |||||||
| 111 7TH AVENUE SOUTH | ST CLOUD | MN | 563014696 | PC | GREAT RIVER CHILDREN'S MUSEUM OPENING DOORS PROJECT | $25,000 | |
| GREAT RIVER EDUCATIONAL ARTS THEATRE | |||||||
| 710 SUNDIAL DRIVE | WAITE PARK | MN | 56387 | PC | REDESIGN OF GREAT YOUTH ARTS PROGRAMING & DISCOVERY SCHOOL ARTS INTEGRATION PILOT | $27,100 | |
| GREAT RIVER EDUCATIONAL ARTS THEATRE | |||||||
| 710 SUNDIAL DRIVE | WAITE PARK | MN | 56387 | PC | UNRESTRICTED USE | $5,000 | |
| GREATER MINNESOTA WORKER CENTER | |||||||
| 1546 5TH AVE S 63 | ST CLOUD | MN | 56303 | PC | LACRUZ COMMUNITY CAPACITY BUILDING | $50,000 | |
| HANDS ACROSS THE WORLD | |||||||
| 1605 GOETTENS WAY SUITE 206 | ST CLOUD | MN | 56301 | PC | WE TEAM UP- WORKING IN AMERICA & GENERAL OPERATIONS SUPPORT | $25,000 | |
| HEARTBEAT LEARNING GARDENS | |||||||
| PO BOX 831 | YELLOW SPRINGS | OH | 45387 | PC | GENERAL OPERATING SUPPORT | $300 | |
| HEARTBEAT LEARNING GARDENS | |||||||
| PO BOX 831 | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| HOUSE OF BREAD | |||||||
| 9 ORTH AVENUE | DAYTON | OH | 45406 | PC | CAPITAL CAMPAIGN | $2,000 | |
| INITIATIVE FOUNDATION | |||||||
| 405 FIRST STREET SE | LITTLE FALLS | MN | 563453007 | PC | UNRESTRICTED USE | $500 | |
| IRAQI AND AMERICAN RECONCILIATION PROJECT | |||||||
| 2021 E HENNEPIN AVE SUITE 200 | MINNEAPOLIS | MN | 554132700 | PC | "BIRDS SING DIFFERENTLY HERE" TOUR IN ST. CLOUD | $3,500 | |
| ISAIAH | |||||||
| 2356 UNIVERSITY AVE W SUITE 405 | ST PAUL | MN | 551143802 | PC | ADVANCING COMMUNITY-DRIVEN SOLUTIONS TO ST. CLOUD'S CHILDCARE CRISIS | $50,000 | |
| ISLAMIC CENTER OF ST CLOUD | |||||||
| 712 17TH AVE SOUTH | SAINT CLOUD | MN | 56301 | PC | THE IMPROVE ACHIEVEMENT PROJECT (TAP) | $33,000 | |
| JOHN BRYAN COMMUNITY POTTERY | |||||||
| 100 DAYTON ST | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $250 | |
| KNOX COUNTY FOUNDATION | |||||||
| 101 E GAMBIER STREET PO BOX 309 | MT VERNON | OH | 43050 | PC | MARY HENDRICKSON NEW DIRECTIONS FUND | $3,500 | |
| LIFE ESSENTIALS INC | |||||||
| 40 S PERRY STREET 130 | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $500 | |
| LIGHT THE LEGACY | |||||||
| 619 WEST ST GERMAIN | ST CLOUD | MN | 56301 | PC | UNRESTRICTED USE | $500 | |
| LIGHT THE LEGACY | |||||||
| 619 WEST ST GERMAIN | ST CLOUD | MN | 56301 | PC | UNRESTRICTED USE | $500 | |
| LITTLE ART THEATRE ASSOCIATION | |||||||
| 247 XENIA AVENUE | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $250 | |
| LUTHERAN SOCIAL SERVICE OF MN | |||||||
| 2485 COMO AVE | ST PAUL | MN | 551080000 | PC | EMERGENCY CHILDCARE TO SUPPORT VULERABLE MOTHERS IN OUR COMMUNITY | $25,000 | |
| MAHARISHI FOUNDATION USA INC | |||||||
| PO BOX 670 | FAIRFIELD | IA | 52556 | PC | FAIRFAX, VT TM CENTER DONATIONS ACCOUNT | $500 | |
| MANNA FOODBANK | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 288052445 | PC | UNRESTRICTED USE | $500 | |
| MAPLE TREE CANCER ALLIANCE | |||||||
| 3312 US ROUTE 42 E | CEDARVILLE | OH | 45314 | PC | TRAIN YOUR TRAINER EVENT | $1,000 | |
| MIAMI VALLEY PUBLIC MEDIA INC | |||||||
| 150 E SOUTH COLLEGE STREET | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| MIAMI VALLEY PUBLIC MEDIA INC | |||||||
| 150 E SOUTH COLLEGE STREET | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $300 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | |||||||
| 800 WASHINGTON AVENUE N | MINNEAPOLIS | MN | 554011167 | PC | OPERATIONAL SUPPORT | $3,000 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 551012217 | PC | UNRESTRICTED USE | $2,500 | |
| MONTICELLO UNION TOWNSHIP PUBLIC LIBRARY | |||||||
| 321 W BROADWAY STREET | MONTICELLO | IN | 479604027 | GOV | UNRESTRICTED USE | $500 | |
| NATIONAL LOW INCOME HOUSING COALITION | |||||||
| 1000 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | PC | UNRESTRICTED USE | $500 | |
| NORTHWESTERN UNIVERSITY | |||||||
| KELLOGG SCHOOL OF MANAGEMENT-1007 | EVANSTON | IL | 60201 | PC | KELLOGG SCHOOL OF MANAGEMENT'S ANNUAL FUND | $2,000 | CHURCH ST SUITE 400 |
| PARAMOUNT CENTER FOR THE ARTS | |||||||
| 913 W ST GERMAIN STREET | ST CLOUD | MN | 563013460 | PC | DANCE FOR ALL AND ART WHERE YOU LIVE | $28,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT STREET | COLUMBUS | OH | 432157628 | PC | OPERATIONAL SUPPORT | $3,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | UNRESTRICTED USE | $250 | |
| PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | PC | UNRESTRICTED USE | $250 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | PC | UNRESTRICTED USE | $750 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | PC | UNRESTRICTED USE | $500 | |
| PROMISE NEIGHBORHOOD OF CENTRAL MINNESOTA | |||||||
| 1114 9TH AVENUE | ST CLOUD | MN | 563026082 | PC | DIRECT AND EQUITABLE INVESTMENT IN OUT OF SCHOOL PROGRAMMING | $35,000 | |
| PROMISE NEIGHBORHOOD OF CENTRAL MINNESOTA | |||||||
| 1114 9TH AVENUE | ST CLOUD | MN | 563026082 | PC | UNRESTRICTED USE | $2,000 | |
| QUIET OAKS | |||||||
| PO BOX 1241 | ST CLOUD | MN | 563021241 | PC | UNRESTRICTED USE | $500 | |
| RIDING CENTRE ASSOCIATION | |||||||
| 1117 E HYDE ROAD | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| ROCKY MOUNTAIN LAB RESCUE | |||||||
| PO BOX 1623 | BROOMFIELD | CO | 80038 | PC | UNRESTRICTED USE | $200 | |
| SCHOOL YEAR ABROAD | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | PC | DESIGNATED FOR FINANCIAL AID | $2,250 | |
| SERVEMINNESOTA | |||||||
| 120 SOUTH SIXTH STREET SUITE 2260 | MINNEAPOLIS | MN | 554021824 | PC | READING CORPS IN LICENSED FAMILY CHILD CARE | $50,000 | |
| SHOWING UP FOR RACIAL JUSTICE | |||||||
| 120 N JANE ST | LOUISVILLE | KY | 40206 | PC | UNRESTRICTED GRANT | $250 | |
| SHOWING UP FOR RACIAL JUSTICE | |||||||
| 120 N JANE ST | LOUISVILLE | KY | 40206 | PC | UNRESTRICTED USE | $500 | |
| ST CLOUD FAMILY YMCA | |||||||
| 2001 STOCKINGER DRIVE | ST CLOUD | MN | 563031243 | PC | UNRESTRICTED USE | $3,000 | |
| ST CLOUD FAMILY YMCA | |||||||
| 2001 STOCKINGER DRIVE | ST CLOUD | MN | 563031243 | PC | PARTNERS SCHOLARSHIP FUND | $1,000 | |
| ST CLOUD ROTARY FOUNDATION INC | |||||||
| PO BOX 713 | ST CLOUD | MN | 56302 | PC | PATHWAYS 4 YOUTH "GROW" | $40,000 | |
| ST CLOUD STATE UNIVERSITY | |||||||
| 720 4TH AVE SOUTH | ST CLOUD | MN | 563014498 | GOV | 2020 WINTER INSTITUTE | $25,000 | |
| ST CLOUD STATE UNIVERSITY | |||||||
| 720 4TH AVE SOUTH | ST CLOUD | MN | 563014498 | GOV | SCHOOL OF PUBLIC AFFAIRS | $2,500 | |
| TEREBINTH REFUGE | |||||||
| 110 2ND ST SUITE 231 | WAITE PARK | MN | 56387 | PC | TEREBINTH REFUGE GENERAL OPERATIONS | $25,000 | |
| THE ASHEVILLE SCHOOL | |||||||
| 360 ASHEVILLE SCHOOL RD | ASHEVILLE | NC | 28806 | PC | CODY FUND | $750 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW | WASHINGTON | DC | 20037 | PC | UNRESTRICTED USE | $100 | |
| THE UNITARIAN FELLOWSHIP FOR WORLD PEACE | |||||||
| 234 S DUTOIT ST | DAYTON | OH | 45402 | PC | MISSING PIECE ART SPACE - UNRESTRICTED | $500 | |
| THE WORLD HOUSE CHOIR | |||||||
| PO BOX 655 | YELLOW SPRINGS | OH | 45387 | PC | OUR PLANET- OUR LIVES | $2,500 | |
| THE YES NETWORK | |||||||
| PO BOX 1042 | ST CLOUD | MN | 563021042 | PC | ENGAGING YOUTH IN BUILDING HEALTHY NEIGHBORHOODS, AN INSIDE-OUT APPROACH | $38,000 | |
| TRI COUNTY HUMANE SOCIETY | |||||||
| PO BOX 701 | ST CLOUD | MN | 56301 | PC | UNRESTRICTED USE | $250 | |
| TRUSTEES OF GRINNELL COLLEGE | |||||||
| 733 BROAD STREET | GRINNELL | IA | 50112 | PC | $1000 FOR GENERAL OPERATING FUND, $1000 FOR WOMEN'S SOCCER | $2,000 | |
| UNITECLOUD | |||||||
| PO BOX 851 | ST CLOUD | MN | 56302 | PC | TRANSFORMING COMMUNITIES THROUGH EDUCATION AND ENGAGEMENT | $22,440 | |
| UNITED WAY OF CENTRAL MINNESOTA | |||||||
| 921 1ST STREET NORTH SUITE 200 | ST CLOUD | MN | 56303 | PC | HOUSING FIRST CENTRAL MINNESOTA | $100,000 | |
| UNITED WAY OF THE GREATER DAYTON AREA | |||||||
| 33 WEST FIRST STREET | DAYTON | OH | 45402 | PC | LIVE UNITED FUND | $5,000 | |
| WACOSA | |||||||
| 310 SUNDIAL DRIVE | WAITE PARK | MN | 563790757 | PC | UNRESTRICTED USE | $1,500 | |
| WAITE PARK SOMALI COMMUNITY ASSOCIATION | |||||||
| 600 8TH AVENUE NORTH 3 | ST CLOUD | MN | 56303 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| WESTERN NORTH CAROLINA PUBLIC RADIO INC | |||||||
| 73 BROADWAY ST | ASHEVILLE | NC | 28801 | PC | BLUE RIDGE PUBLIC RADIO | $250 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | PC | UNRESTRICTED USE | $250 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | PC | UNRESTRICTED USE | $250 | |
| WRIGHT STATE UNIVERSITY FOUNDATION | |||||||
| 3640 COLONEL GLENN HIGHWAY | DAYTON | OH | 454350001 | PC | DEAN'S LEADERSHIP SCHOLARSHIP FUND | $1,000 | |
| YELLOW SPRINGS ARTS COUNCIL | |||||||
| PO BOX 459 | YELLOW SPRINGS | OH | 453870459 | PC | WHEELING GAUNT SCULPTURE PROJECT | $10,000 | |
| YELLOW SPRINGS COMMUNITY CHILDREN'S CENTER | |||||||
| 320 CORRY STREET | YELLOW SPRINGS | OH | 45387 | PC | OPERATIONS SUPPORT | $10,000 | |
| YELLOW SPRINGS COMMUNITY CHILDREN'S CENTER | |||||||
| 320 CORRY STREET | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $250 | |
| YELLOW SPRINGS COMMUNITY FOUNDATION | |||||||
| PO BOX 55 | YELLOW SPRINGS | OH | 453870055 | PC | UNRESTRICTED USE IN MEMORY OF VIRGIL HERVEY | $150 | |
| YELLOW SPRINGS EXEMPTED VILLAGE SCHOOL DISTRICT | |||||||
| 201 S WALNUT STREET | YELLOW SPRINGS | OH | 45387 | GOV | HIGH SCHOOL DRAMA FUND TO PURCHASE ADDITIONAL MICROPHONES | $1,500 | |
| YELLOW SPRINGS HOME INC | |||||||
| PO BOX 503 | YELLOW SPRINGS | OH | 453871729 | PC | 2020 CAPACITY BUILDING TO SUPPORT STRATEGIC GROWTH | $10,000 | |
| YELLOW SPRINGS MEN'S GROUP | |||||||
| PO BOX 263 | YELLOW SPRINGS | OH | 45387 | PC | UPDATED BROCHURES FOR THE JAMES A. MCKEE ASSOCIATION | $1,500 | |
| YELLOW SPRINGS SENIOR CITIZENS INC | |||||||
| 227 XENIA AVE | YELLOW SPRINGS | OH | 453871965 | PC | AGE FRIENDLY YELLOW SPRINGS | $16,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,081,024 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANTIOCH COLLEGE CORPORATION | ||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | YEARS 2-3 GRANT: INCREASING SUSTAINABLE ENROLLMENT FOR A COLLEGE OF PRACTICE | $450,000 |
| ARTHUR MORGAN SCHOOL | ||||||
| 60 AMS CIRCLE | BURNSVILLE | NC | 28714 | PC | PAYMENT ON GRANT: BUILDING THE FUTURE, THE CAMPAIGN FOR ARTHUR MORGAN SCHOOL | $200,000 |
| COMMUNITYGIVING | ||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 56301 | PC | SECOND PAYMENT ON GRANT: JUGAAD LEADERSHIP AND MENTORING PROGRAM | $17,500 |
| YELLOW SPRINGS COMMUNITY FOUNDATION | ||||||
| PO BOX 55 | YELLOW SPRINGS | OH | 453870055 | PC | YEARS 1-3 OF GRANT: YELLOW SPRINGS COMMUNITY SUPPORT | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $817,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,407,241 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,882,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,301,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,301,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $90 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOW SPRINGS CHAMBER OF COMMERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | PAYMENT OF ANNUAL MEMBERSHIP DUES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,205 | Amt |
| Net Investment Income | $18,705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVEMENT | PropertyDesc |
| Acquired | 2015-08-01 | AcquiredDt |
| Cost Or Other Basis | $98,181 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $33,545 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 10.000000000000 | LifeRt |
| Current Year Expense | $9,818 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (135 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEROJET ROCKETDYNE HOLDINGS INC | $9,634 | $9,634 |
| ALLEGHENY TECHNOLOGIES INC | $6,735 | $6,735 |
| ALLETE INC NEW COMMON | $11,770 | $11,770 |
| AMC ENTERTAINMENT HOLDINGS INC - CL A | $4,496 | $4,496 |
| AMERICAN EAGLE OUTFITTERS INC NEW | $9,114 | $9,114 |
| AMERICAN EQUITY INVT LIFE | $8,710 | $8,710 |
| ASBURY AUTOMOTIVE GROUP | $8,608 | $8,608 |
| BANC OF CALIFORNIA INC | $5,515 | $5,515 |
| BANCORPSOUTH BANK | $18,469 | $18,469 |
| BANKUNITED INC | $15,282 | $15,282 |
| BEACON ROOFING SUPPLY INC | $10,841 | $10,841 |
| BELDEN INC | $10,615 | $10,615 |
| BLACK HILLS CORP | $10,289 | $10,289 |
| BROOKDALE SENIOR LIVING INC | $6,398 | $6,398 |
| BRUNSWICK CORP | $11,156 | $11,156 |
| CALERES INC | $11,020 | $11,020 |
| CALLON PETROLEUM CORP | $3,168 | $3,168 |
| CARPENTER TECHNOLOGY | $6,919 | $6,919 |
| DELEK US HOLDINGS INC | $8,584 | $8,584 |
| DIAMONDROCK HOSPITALITY CO | $9,141 | $9,141 |
| DIODES INC | $10,710 | $10,710 |
| DYCOM INDS INC | $13,202 | $13,202 |
| EMCOR GROUP INC | $9,579 | $9,579 |
| FIRST COMWLTH FINL CORP | $11,100 | $11,100 |
| FIRST FINANCIAL BANCORP | $8,115 | $8,115 |
| FIRST INDUSTRIAL REALTY TRUST W/1 RT/SH | $16,687 | $16,687 |
| FLEXTRONICS INTL LTD | $9,919 | $9,919 |
| FORMFACTOR INC | $13,712 | $13,712 |
| FULTON FINANCIAL CORP | $13,229 | $13,229 |
| G-III APPAREL GROUP LTD | $11,993 | $11,993 |
| GRAY TELEVISION INC | $11,578 | $11,578 |
| HANCOCK HOLDING CO | $13,691 | $13,691 |
| HANOVER INSURANCE GROUP COMMON | $10,524 | $10,524 |
| HELIX ENERGY SOLUTIONS GROUP COMMON STOCK | $13,896 | $13,896 |
| HUB GROUP INC CL A | $9,130 | $9,130 |
| IBERIABANK CORP | $5,612 | $5,612 |
| JACK IN THE BOX INC | $9,442 | $9,442 |
| KBR INC | $15,342 | $15,342 |
| KEMPER CORP 1 RT PER SHARE EXP 08-04-14 | $10,075 | $10,075 |
| KITE REALTY GROUP TRUST | $9,062 | $9,062 |
| MACK-CALI REALTY CORP | $12,837 | $12,837 |
| MAGELLAN HEALTH INC NEW COMMON | $17,059 | $17,059 |
| MAGNOLIA OIL & GAS CORP | $13,322 | $13,322 |
| NCR CORP | $11,075 | $11,075 |
| NEW JERSEY RESOURCES | $9,984 | $9,984 |
| NORTHWESTERN CORPORATION | $10,034 | $10,034 |
| NUANCE COMMUNICATIONS COMMON STOCK NEW 1RT PER SHARE EXP 8/19/15 | $12,178 | $12,178 |
| ONE GAS INC | $9,731 | $9,731 |
| PACWEST BANCORP | $10,409 | $10,409 |
| PENN NATIONAL GAMING INC | $17,202 | $17,202 |
| PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | $3,385 | $3,385 |
| PERFORMANCE FOOD GROUP CO | $14,106 | $14,106 |
| PHYSICIANS REALTY TRUST | $13,656 | $13,656 |
| PIPER JAFFRAY CO | $8,234 | $8,234 |
| PNM RESOURCES INC | $12,627 | $12,627 |
| PRIMERICA INC | $10,314 | $10,314 |
| PROSPERITY BANCSHARES INC | $9,489 | $9,489 |
| RLI CORP | $12,873 | $12,873 |
| SAIA INC COMMON STOCK | $12,571 | $12,571 |
| SANMINA CORPORATION | $9,211 | $9,211 |
| SELECT MEDICAL HOLDINGS CORP | $16,455 | $16,455 |
| SKYWEST INC | $14,994 | $14,994 |
| SOUTHWEST GAS HOLDINGS INC | $12,383 | $12,383 |
| STAG INDUSTRIAL INC | $13,038 | $13,038 |
| STIFEL FINANCIAL CORP | $14,738 | $14,738 |
| SUMMIT HOTEL PROPERTIES INC | $8,984 | $8,984 |
| SYNOVUS FINL CORP | $13,739 | $13,739 |
| TEAM INC | $6,372 | $6,372 |
| TTM TECHNOLOGIES | $10,460 | $10,460 |
| UNITED COMMUNITY BANK | $13,309 | $13,309 |
| VERINT SYSTEMS INC | $8,692 | $8,692 |
| WERNER ENTERPRISE | $9,025 | $9,025 |
| AAR CORP 1 RT PER | $11,275 | $11,275 |
| ALEXANDER & BALDWIN INC | $7,986 | $7,986 |
| AZZ INCORPORATED | $12,131 | $12,131 |
| BED BATH & BEYOND INC | $10,501 | $10,501 |
| BERKSHIRE HILLS BANCORP INC | $14,007 | $14,007 |
| BJ'S WHOLESALE CLUB HOLDINGS INC | $8,982 | $8,982 |
| CARETRUST REIT INC | $9,841 | $9,841 |
| CAROLINA FINANCIAL CORP | $5,793 | $5,793 |
| CATHAY GENERAL BANCORP | $13,698 | $13,698 |
| CENTURY COMMUNITIES INC | $10,448 | $10,448 |
| CHART INDS INC | $12,823 | $12,823 |
| CITY OFFICE REIT, INC. | $4,759 | $4,759 |
| CLEAN HARBORS INC | $10,890 | $10,890 |
| CLEVELAND-CLIFFS INC | $11,567 | $11,567 |
| COHU INC W/1 RT/SH | $6,307 | $6,307 |
| COLFAX CORP | $10,186 | $10,186 |
| CONDUENT INC | $6,064 | $6,064 |
| CONMED CORP | $12,860 | $12,860 |
| CONTINENTAL BUILDING PRODUCTS INC | $11,475 | $11,475 |
| COUSINS PROPERTIES INC | $742 | $742 |
| CTS CORP | $6,512 | $6,512 |
| DANA INC | $8,627 | $8,627 |
| DIEBOLD NIXDORF INC W/1 RT/SH | $8,744 | $8,744 |
| ESSENTIAL PROPERTIES REALTY TRUST INC | $10,470 | $10,470 |
| FIRST BANCORP NORTH CAROLINA | $5,707 | $5,707 |
| FIRST MERCHANTS CORP COM | $13,226 | $13,226 |
| GREAT WESTERN BANCORP INC | $17,648 | $17,648 |
| HELEN OF TROY LTD | $7,371 | $7,371 |
| HERITAGE FINANCIAL CORP | $5,660 | $5,660 |
| INFINERA CORP | $7,559 | $7,559 |
| INGEVITY CORPORATION | $9,262 | $9,262 |
| KENNAMETAL INC W/1 RT/SH | $10,366 | $10,366 |
| KNOWLES CORPORATION | $6,387 | $6,387 |
| LADDER CAPITAL CORP - REIT | $1,588 | $1,588 |
| LEXINGTON REALTY TRUST | $10,259 | $10,259 |
| LIONS GATE ENTERTAINMENT CORP | $5,511 | $5,511 |
| LOUISIANA PAC W/1 RT/SH EXPIRES 06/06/2008 | $12,343 | $12,343 |
| LUMENTUM HOLDINGS INC | $12,926 | $12,926 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | $12,130 | $12,130 |
| MARCUS CORPORATION | $5,941 | $5,941 |
| MATADOR RESOURCES CO | $8,554 | $8,554 |
| MERITOR INC | $13,200 | $13,200 |
| MGIC INVESTMENT CORP W/1 RT/SH EXPIRES 07/22/2009 | $9,466 | $9,466 |
| PDC ENERGY INC | $8,270 | $8,270 |
| PERSPECTA INC | $9,624 | $9,624 |
| REGAL BELOIT CORPORATION | $9,331 | $9,331 |
| SANDERSON FARMS INC W/1 RT/SH | $10,926 | $10,926 |
| SITE CENTERS CORP | $10,753 | $10,753 |
| SPIRE INC | $9,497 | $9,497 |
| STERLING BANCORP | $9,423 | $9,423 |
| STEWART INFO SVCS | $5,384 | $5,384 |
| SUMMIT MATERIALS INC - CL A | $8,795 | $8,795 |
| SUNSTONE HOTEL INVESTORS | $4,092 | $4,092 |
| THE SIMPLY GOOD FOODS COMPANY | $7,991 | $7,991 |
| TRIUMPH GROUP INC | $7,177 | $7,177 |
| US CONCRETE INC | $7,207 | $7,207 |
| VERITEX HOLDINGS INC | $13,109 | $13,109 |
| VIAVI SOLUTIONS INC | $9,780 | $9,780 |
| WES BANCO INC | $13,529 | $13,529 |
| WESTERN ALLIANCE BANCORP | $15,276 | $15,276 |
| WESTERN ASSET MORTGAGE CAPITAL CORP | $2,076 | $2,076 |
| WOLVERINE WORLD WIDE INC | $10,561 | $10,561 |
| WORLD FUEL SERVICES | $10,508 | $10,508 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED TOTAL RETURN BOND FUND - INSTITUTIONAL SHARES | AT COST | $1,963,963 | $1,963,963 |
| JP MORGAN CORE BOND FUND-CLASS I | AT COST | $2,389,244 | $2,389,244 |
| VANGUARD MID CAP INDEX FUND - ADMIRAL SHARES | AT COST | $2,641,352 | $2,641,352 |
| AQR LONG-SHORT EQUITY FUND - I | AT COST | $1,270,022 | $1,270,022 |
| DFA INTERNATIONAL CORE EQUITY PORTFOLIO - INVESTOR | AT COST | $2,484,488 | $2,484,488 |
| DIAMOND HILL LONG-SHORT FUND-Y | AT COST | $1,316,463 | $1,316,463 |
| LIMITED PARTNERSHIP CARLSON CAPITAL LP BLACK DIAMOND ARBITRAGE, LTD SERIES A | AT COST | $1,832,318 | $1,832,318 |
| LIMITED PARTNERSHIP HCAP PARTNERS IV, LP | AT COST | $448,965 | $448,965 |
| LIMITED PARTNERSHIP WHITE OAK FIXED INCOME FUND C L.P. | AT COST | $1,196,772 | $1,196,772 |
| MERIDIAN SMALL CAP GROWTH FUND-RTR | AT COST | $1,326,002 | $1,326,002 |
| NEUBERGER BERMAN SOC RESP-IS | AT COST | $1,404,137 | $1,404,137 |
| PRUDENTIAL FLOATING RATE INCOME FUND CLASS Z | AT COST | $965,919 | $965,919 |
| PRUDENTIAL GLOBAL REAL ESTATE FUND - CLASS Z | AT COST | $289,524 | $289,524 |
| TRANSAMERICA INTERNATIONAL EQUITY - I | AT COST | $2,728,677 | $2,728,677 |
| VANGUARD INSTITUTIONAL INDEX FUND - INSTITUTIONAL SHARES | AT COST | $13,602,866 | $13,602,866 |
| VANGUARD SHORT-TERM BOND INDEX FUND - ADMIRAL SHARES | AT COST | $1,276,584 | $1,276,584 |
| WELLS FARGO ABSOLUTE RETURN FUND - CLASS INST | AT COST | $1,597,330 | $1,597,330 |
| FIDELITY FID INTER TREASURY BOND INDEX FUND | AT COST | $1,482,245 | $1,482,245 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND- I | AT COST | $2,513,541 | $2,513,541 |
| LIMITED PARTNERSHIP GENERATION IM SUSTAINABLE SOLUTIONS FUND III (A), L.P. | AT COST | $186,746 | $186,746 |
| LIMITED PARTNERSHIP HARRISON STREET CORE PROPERTY FUND, L.P. | AT COST | $1,514,479 | $1,514,479 |
| NATIONWIDE INTL SMALL CAP R6 | AT COST | $1,341,021 | $1,341,021 |
| PAX WORLD GLB ENVIR MARKETS INSTL | AT COST | $1,070,116 | $1,070,116 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEASEHOLD IMPROVEMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $98,181 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $43,363 | AccumulatedDepreciationAmt |
| Book Value | $54,818 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,031 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI LOAN RECEIVABLE | $297,590 | $297,590 | $297,590 |
| PRI LOAN INTEREST RECEIVABLE | $3,082 | $9,034 | $9,034 |
| SOFTWARE | $2,457 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,858 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $13,886 | $0 | $924 |
| OFFICE EQUIPMENT, SOFTWARE & SUPPLIES | $12,415 | $0 | $7,365 |
| INTERNET & TECHNOLOGY SERVICES | $27,249 | $0 | $4,710 |
| POSTAGE & DELIVERY | $562 | $0 | $0 |
| POST OFFICE BOX | $194 | $0 | $0 |
| INVESTMENT WIRE FEES | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRI LOAN INTEREST INCOME | $5,952 | $5,952 | $5,952 |
| MISCELLANEOUS INCOME | $224 | $224 | $224 |
| OTHER INVESTMENT INCOME | $3,056 | $3,056 | $3,056 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | $4,740,107 |
| CHANGE IN RESERVES FOR GRANTS PAYABLE | $317,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DENTAL & VISION EMPLOYEE WITHHOLDING | Desc |
| BOY Book Value | -$300 | BOYBookValueAmt |
| EOY Book Value | -$326 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (11 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE | $2,542 | $0 | $0 |
| CONTRACT LABOR | $67,609 | $0 | $67,609 |
| ACCOUNT FEES | $21,435 | $21,435 | $0 |
| INVESTMENT CONSULTANT FEES | $96,148 | $96,148 | $0 |
| OTHER CONSULTING FEES | $13,800 | $0 | $2,550 |
| DESIGN COMMUNICATION CONSULTANT FEES | $2,621 | $0 | $0 |
| NONBOARD COMMITTEE COMP | $2,400 | $844 | $1,556 |
| OTHER INVESTMENT FEES | $3,782 | $3,782 | $0 |
| INVESTMENT INTEREST EXPENSE | $19,070 | $16,841 | $0 |
| CUSTODIAN FEES | $14,818 | $14,818 | $0 |
| INVESTMENT MANAGER FEES | $78,633 | $78,633 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5 | $5 | $0 |
| FEDERAL EXCISE TAXES | $48,000 | $0 | $0 |
| OHIO FILING FEES | $200 | $0 | $0 |