MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY FOUNDATION (EIN 30-0205024)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101428
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:59:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 45387 | 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 | 2019-11-13 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:17:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 562A18F8DC23C297E42EF16009230818801A988B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,464,557 | 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 | $1,320 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,990 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,990 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $925,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $925,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,589,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,409,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,589,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,956 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,956 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,521,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,520,078 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $253,684 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $82,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,147 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,220 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,428 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $109,789 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $34,978 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,998 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,979 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,896 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $220,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,639 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | 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 | $13,450 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,947 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,107 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $866,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $317,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,142,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,142,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,009,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $317,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,396,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $512,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,203,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $254,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $941,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $941,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,629,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,105,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,105,912 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $47,630,198 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,049,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,049,237 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $98,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,545 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $74,454 | LandBOYAmt |
| Land EOY | $64,636 | LandEOYAmt |
| Land EOYFMV | $64,636 | LandEOYFMVAmt |
| Other Assets BOY | $6,777 | OtherAssetsBOYAmt |
| Other Assets EOY | $303,129 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $303,129 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,595,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,464,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,464,557 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,373,460 | GrantsPayableBOYAmt |
| Grants Payable EOY | $500,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$300 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,373,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $499,700 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $47,222,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,964,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,222,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,964,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,595,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,464,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,222,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $512,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,734,278 | SubtotalAmt |
| Other Decreases | $4,769,421 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,964,857 | 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 | $9,087,340 | $7,363,101 | $1,724,239 | $1,724,239 | |
| PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE | $350,000 | $341,746 | $8,254 | $8,254 | |
| PUBLICLY TRADED SECURITIES - SEE ATTACHED SCHEDULE | $1,291,811 | $1,115,812 | $175,999 | $175,999 | |
| PARTNERSHIPS | $13 | -$13 | -$13 | P | |
| CAPITAL GAINS DIVIDENDS | $680,547 | $680,547 | $680,547 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,589,026 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,241,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,247,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,828,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,075,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064180 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,970,151 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,181,302 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,736,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,877,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,412,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,280,059 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051029 | DistributionYr5Rt |
| Total Distribution | 0.280199 | TotalDistributionRt |
| Average Distribution | 0.056040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,656,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,670,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,702,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,396,777 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,061 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,539 | OverpaymentAmt |
| Applied To ES Tax | $14,539 | 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 | 0 | 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 (10 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 | $4,100 | $0 | $0 |
| VICTORIA A MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | VICE PRESIDENT | 1.00 | $2,850 | $0 | $0 |
| MATTHEW MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | TREASURER | 1.00 | $0 | $0 | $0 |
| ASHA MORGAN MORAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,350 | $0 | $0 |
| BARCLAY CARRIAR | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,600 | $0 | $0 |
| JUDITH THOMPSON | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $3,200 | $0 | $0 |
| KARLA MORGAN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $2,850 | $0 | $0 |
| RONALD BRANDENBURG | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | DIRECTOR | 1.00 | $2,850 | $0 | $0 |
| LORI M KUHN | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | EXEC. DIRECTOR/SECRETARY | 32.00 | $147,634 | $48,600 | $0 |
| STEPHEN T WILLIAMS | ||||||||
| 506 S HIGH ST SUITE B | YELLOW SPRINGS | OH | 45387 | CFO/ASSISTANT TREASURER | 30.00 | $83,250 | $31,354 | $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 | $50,264 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BELOW MARKET LOAN (2% SIMPLE INTEREST PER ANNUM, DEFERRED PAYMENT OF INTEREST AND PRINCIPAL) TO ENABLE YELLOW SPRINGS HOME, INC. TO PURCHASE REAL ESTATE ON WHICH TO BUILD APARTMENTS FOR LOW-INCOME SENIOR CITIZENS, IN PARTNERSHIP WITH ST. MARY DEVELOPMENT CORPORATION OF DAYTON, OHIO. IN ADDITION TO ENABLING ACQUISITION OF 10 VACANT PARCELS ALONG MARSHALL AND EAST HERMAN STREETS IN YELLOW SPRINGS, THE FINANCING ALSO ASSISTS WITH SOME PREDEVELOPMENT, LEGAL AND PROPERTY CARRYING COSTS. TERMS INCLUDE THE OPTION FOR FUTURE DRAWS TO ADDRESS SUCH EXPENSES OVER THE LIFE OF THE LOAN. CONSISTENT WITH THE TERMS OF THE PROMISSORY NOTES, THE BORROWER WILL PAY ALL REASONABLE FEES AND EXPENSES ASSOCIATED WITH THE LOAN. | Description1Txt |
| Expenses1 | $297,590 | Expenses1Amt |
| Total | $297,590 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,624,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $691,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,382,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,382,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $725,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,656,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,382,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,382,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,061 | TotalTaxAmt |
| Distributable Before Adj | $2,318,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,318,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,318,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,396,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,396,777 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,396,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,318,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,024 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $258,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $668,212 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $633,819 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,664,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,396,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,318,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,742,427 | 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 | $104,024 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,638,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $258,375 | ExcessFromYear4Amt |
| Excess From Year3 | $668,212 | ExcessFromYear3Amt |
| Excess From Year2 | $633,819 | ExcessFromYear2Amt |
| Excess From Current Year | $77,997 | 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 INVITES OR DECLINES ORGANIZATIONS TO SUBMIT FULL APPLICATIONS, WHICH REQUIRE ADDITIONAL INFORMATION ABOUT THE APPLICANT ORGANIZATION, DETAILS OF THE REQUEST AND FINANCIAL INFORMATION, TO BE SUBMITTED ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE FOR SUBMITTING A LOI IS JULY 22, 2019 FOR GRANT DECISIONS MADE IN NOVEMBER 2019. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MOST FOUNDATION GRANTS ARE AWARDED TO 501(C)(3) PUBLIC CHARITIES THAT SERVE THE COMMUNITIES OF YELLOW SPRINGS, OHIO AND ST. CLOUD, MINNESOTA. FOR 2017 AND 2018, THE FOUNDATION'S COMPETITIVE GRANTS FOCUSED ON EARLY CHILD CARE AND LEARNING (BIRTH THROUGH TWO YEARS OLD) IN THE ST. CLOUD, MINNESOTA AREA. GRANTMAKING INTERESTS BROADENED TO INCLUDE OTHER PROGRAM AREAS IN 2019, AND LIKELY WILL NARROW TO MORE SPECIFIC THEMES, YET TO BE DETERMINED, STARTING AS EARLY AS 2020. RESTRICTIONS ON FUTURE GRANTMAKING, WHICH MAY BEGIN IN 2020, WILL BE ANNOUNCED ON THE FOUNDATION'S WEBSITE, WWW.MORGANFAMILYFDN.ORG ONCE DECISIONS HAVE BEEN MADE, LIKELY IN THE FOURTH QUARTER OF 2019. 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 (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | FOURTH YEAR OF 5-YEAR GRANT FOR FAST-TRACK FOR ANTIOCH: SUPPORTING THE COLLEGE'S QUEST FOR ACCREDITATION | $1,500,000 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | SUPPORT OF THE ANTIOCH COLLEGE CO-OP DEPARTMENT | $20,000 | |
| CENTRACARE HEALTH FOUNDATION | |||||||
| 1406 6TH AVE N | ST CLOUD | MN | 563031901 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: PARENTAL CAPACITY BUILDING IN PRIMARY CARE SETTINGS | $32,555 | |
| COMMUNITY ALLIANCE OF TENANTS | |||||||
| 2710 NE 14TH AVE | PORTLAND | OR | 97212 | PC | UNRESTRICTED USE | $5,000 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 563010000 | PC | COMMUNITY PILLARS EVENT | $4,000 | |
| COUNTY CORP | |||||||
| 130 W SECOND STREET | DAYTON | OH | 45402 | PC | HOMEOWNERSHIP CENTER'S WEST DAYTON INITIATIVE/YOUTH BUILD PROGRAM | $20,000 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | STUDENT ACTIVITIES PARTICIPATION FUND | $10,000 | |
| ELDER VOICE FAMILY ADVOCATES | |||||||
| 5770 MARSH POINTE DR | SHOREWOOD | MN | 55331 | PC | UNRESTRICTED USE | $5,000 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PC | MITRANIKETAN- ASSIST STUDENTS & FAMILIES FROM WAYANAD | $15,000 | |
| GREEN OPPORTUNITIES INC | |||||||
| PO BOX 7235 | ASHEVILLE | NC | 28802 | PC | UNRESTRICTED USE | $20,000 | |
| HACIENDA COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 6700 NE KILLINGSWORTH ST | PORTLAND | OR | 97218 | PC | UNRESTRICTED USE | $5,000 | |
| INITIATIVE FOUNDATION | |||||||
| 405 FIRST STREET SE | LITTLE FALLS | MN | 563453007 | PC | VETERANS ART MONUMENT | $15,000 | |
| LIGHT THE LEGACY | |||||||
| 619 WEST ST GERMAIN | ST CLOUD | MN | 56301 | PC | VIDEO PRODUCTION COSTS | $10,000 | |
| MILESTONES | |||||||
| 314 10TH AVE SOUTH | WAITE PARK | MN | 56387 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: IMPROVING CHILD CARE PROGRAMS BIRTH THROUGH TWO YEARS OF AGE | $32,000 | |
| MINNESOTA COUNCIL ON FOUNDATIONS | |||||||
| 800 WASHINGTON AVENUE N | MINNEAPOLIS | MN | 554011167 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PEAR | |||||||
| 338 NW 6TH AVENUE | PORTLAND | OR | 97209 | PC | UNRESTRICTED USE | $5,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT STREET | COLUMBUS | OH | 432157628 | PC | UNRESTRICTED SUPPORT | $3,000 | |
| PROMISE NEIGHBORHOOD OF CENTRAL MINNESOTA | |||||||
| 1114 9TH AVENUE | ST CLOUD | MN | 563026082 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: GREAT BEGINNINGS-A NEIGHBORHOOD APPROACH | $26,000 | |
| PROTECT MINNESOTA | |||||||
| 285 DALE ST N | ST PAUL | MN | 55103 | PC | UNRESTRICTED USE | $5,000 | |
| REACH-UP INC | |||||||
| 350 HWY 10 S STE 100 | ST CLOUD | MN | 563041376 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: STRENGTHENING PARENT/CHILD ATTACHMENT THROUGH CIRCLE OF SECURITY-PARENTING | $16,905 | |
| ROSE HAVEN CIC | |||||||
| 697 NW 18TH AVE | PORTLAND | OR | 97209 | PC | UNRESTRICTED USE | $5,000 | |
| SAUK RAPIDS-RICE SCHOOL DISTRICT | |||||||
| 1833 OSAUKA ROAD NORTHEAST | SAUK RAPIDS | MN | 563794530 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: THRIVE COLLABORATIVE: ADDRESSING THE SOCIAL/EMOTIONAL DEVELOPMENT OF CHILDREN | $24,000 | |
| ST CLOUD AREA FAMILY YMCA | |||||||
| 2001 STOCKINGER DR | ST CLOUD | MN | 56303 | PC | FINAL PAYMENT ON A 5-YEAR GRANT FOR THE COMMUNITY AQUATIC CENTER | $200,000 | |
| ST CLOUD AREA SCHOOL DISTRICT #742 | |||||||
| 1201 2ND STREET S | WAITE PARK | MN | 56387 | PC | FINAL PAYMENT OF A 2-YEAR GRANT: ENHANCED HOME VISITS IN COLLABORATION WITH BENTON STEARNS EDUCATION DISTRICT FOR HIGH NEEDS CHILDREN IN THE GREATER ST. CLOUD AREA | $42,000 | |
| ST CLOUD AREA SCHOOL DISTRICT #742 | |||||||
| 1201 2ND STREET S | WAITE PARK | MN | 56387 | PC | SUPPORT FOR AFRICA IMMIGRANT RESEARCH PROGRAM | $5,000 | |
| UNITECLOUD | |||||||
| P O BOX 851 | ST CLOUD | MN | 56302 | PC | UNRESTRICTED USE | $5,000 | |
| UNITED WAY OF CENTRAL MINNESOTA | |||||||
| 921 1ST STREET N SUITE 200 | ST CLOUD | MN | 56303 | PC | PARTNERS FOR STUDENT SUCCESS- INNOCENT CLASSROOM PROGRAM | $10,000 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | UNRESTRICTED USE | $250 | |
| ANNANDALE AREA COMMUNITY FOOD SHELF | |||||||
| PO BOX 94 | ANNANDALE | MN | 55302 | PC | UNRESTRICTED USE | $1,500 | |
| ANNANDALE YOUTH FIRST INC | |||||||
| 50 CHESTNUT ST EAST | ANNANDALE | MN | 55302 | PC | UNRESTRICTED USE | $350 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $3,500 | |
| ANTIOCH COLLEGE CORPORATION | |||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | WYSO | $500 | |
| AUGUSTANA UNIVERSITY | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | PC | HUMANITIES RENOVATIONS | $4,000 | |
| CAROLINA DAY SCHOOL INC | |||||||
| 1345 HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | PC | KEY SCHOOL SCHOLARSHIPS | $1,750 | |
| CENTRAL MINNESOTA TASK FORCE ON BATTERED WOMEN | |||||||
| PO BOX 367 | ST CLOUD | MN | 56302 | PC | UNRESTRICTED USE | $1,125 | |
| CITIZENS CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVE | CORONADO | CA | 92118 | PC | UNRESTRICTED USE | $5,000 | |
| CITIZENS CLIMATE EDUCATION CORP | |||||||
| 1330 ORANGE AVE | CORONADO | CA | 92118 | PC | UNRESTRICTED USE | $700 | |
| COMMUNITY FOUNDATION OF MOUNT VERNON & KNOX COUNTY | |||||||
| 1 SOUTH MAIN STREET | MT VERNON | OH | 43050 | PC | MARY HENDRICKSON NEW DIRECTIONS FUND | $3,500 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE | ASHEVILLE | NC | 28803 | PC | GENERAL OPERATING FUND | $250 | |
| COMMUNITYGIVING | |||||||
| 101 7TH AVENUE SOUTH 100 | ST CLOUD | MN | 563010000 | PC | UNRESTRICTED USE | $1,000 | |
| DAKOTA CENTER INC | |||||||
| 33 BARNETT ST | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $500 | |
| DAYBREAK INC | |||||||
| 605 S PATTERSON BLVD | DAYTON | OH | 454022649 | PC | UNRESTRICTED USE | $300 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | FOREIGN LANGUAGE IMMERSION PROGRAM | $2,000 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | UNRESTRICTED USE | $1,500 | |
| FRIENDS OF THE HOUSE OF THE PEOPLE | |||||||
| 201 LOOKOUT DRIVE | DAYTON | OH | 45419 | PC | UNRESTRICTED USE-HOUSE OF THE PEOPLE | $500 | |
| GLEN HELEN ASSOCIATION | |||||||
| 405 CORRY STREET | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| GREAT RIVER EDUCATIONAL ARTS THEATRE | |||||||
| 710 SUNDIAL DRIVE | WAITE PARK | MN | 56387 | PC | UNRESTRICTED USE | $400 | |
| GREAT RIVER EDUCATIONAL ARTS THEATRE | |||||||
| 710 SUNDIAL DRIVE | WAITE PARK | MN | 56387 | PC | UNRESTRICTED USE | $2,500 | |
| GREEN OPPORTUNITIES INC | |||||||
| PO BOX 7235 | ASHEVILLE | NC | 28802 | PC | UNRESTRICTED USE | $750 | |
| HOUSE OF BREAD | |||||||
| 9 ORTH AVENUE | DAYTON | OH | 45406 | PC | UNRESTRICTED USE | $700 | |
| 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 | $4,000 | |
| LITTLE ART THEATRE ASSOCIATION | |||||||
| 247 XENIA AVENUE | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $250 | |
| MAPLE TREE CANCER ALLIANCE | |||||||
| 3312 US ROUTE 42 E | CEDARVILLE | OH | 45314 | PC | UNRESTRICTED USE | $750 | |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR STREET | ST PAUL | MN | 551012217 | PC | UNRESTRICTED USE | $2,500 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 1007 CHURCH ST SUITE 400 | EVANSTON | IL | 60201 | PC | KELLOGG ANNUAL FUND | $2,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | PC | UNRESTRICTED USE | $750 | |
| PROMISE NEIGHBORHOOD OF CENTRAL MINNESOTA | |||||||
| 1114 9TH AVENUE | ST CLOUD | MN | 563026082 | PC | BUILDING BRIDGES TO SUCCESS | $2,000 | |
| RIDING CENTRE ASSOCIATION | |||||||
| 1117 E HYDE ROAD | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $500 | |
| SOUTH AFRICA DEVELOPMENT FUND INC | |||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | PC | MAKING THE ROAD, UNITED STATES | $800 | |
| ST CLOUD AREA FAMILY YMCA | |||||||
| 2001 STOCKINGER DR | ST CLOUD | MN | 56303 | PC | UNRESTRICTED USE | $750 | |
| ST CLOUD AREA FAMILY YMCA | |||||||
| 2001 STOCKINGER DR | ST CLOUD | MN | 56303 | PC | UNRESTRICTED USE | $3,750 | |
| ST CLOUD STATE UNIVERSITY | |||||||
| 720 4TH AVE SOUTH | ST CLOUD | MN | 563014498 | PC | THE SCHOOL OF PUBLIC AFFAIRS | $2,500 | |
| THE ASHEVILLE SCHOOL | |||||||
| 360 ASHEVILLE SCHOOL RD | ASHEVILLE | NC | 28806 | PC | CODY FUND | $750 | |
| THE UNITARIAN FELLOWSHIP FOR WORLD PEACE | |||||||
| 234 S DUTOIT ST | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $500 | |
| TRUSTEES OF GRINNELL COLLEGE | |||||||
| 733 BROAD STREET | GRINNELL | IA | 50112 | PC | $1000 FOR WOMEN'S SOCCER, $1500 FOR GENERAL OPERATING FUND | $2,500 | |
| UNITED WAY OF CENTRAL MINNESOTA | |||||||
| 921 1ST STREET NORTH | ST CLOUD | MN | 56303 | PC | PARTNER FOR STUDENT SUCCESS | $2,500 | |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 481091288 | PC | JON URBANCHEK SCHOLARSHIP ENDOWMENT (MEN'S SWIMMING & DIVING) | $1,000 | |
| WACOSA | |||||||
| 310 SUNDIAL DRIVE | WAITE PARK | MN | 563870757 | PC | UNRESTRICTED USE | $1,125 | |
| WE CARE ARTS | |||||||
| 3035 WILMINGTON PIKE | KETTERING | OH | 45429 | PC | UNRESTRICTED USE | $500 | |
| WESTERN NORTH CAROLINA PUBLIC RADIO INC | |||||||
| 73 BROADWAY ST | ASHEVILLE | NC | 28801 | PC | UNRESTRICTED USE | $250 | |
| WRIGHT STATE UNIVERSITY FOUNDATION | |||||||
| 3640 COLONEL GLENN HIGHWAY | DAYTON | OH | 454350001 | PC | THE ARETE SCHOLARSHIP FUND | $7,000 | |
| YELLOW SPRINGS ARTS COUNCIL | |||||||
| 111 CORRY STREET | YELLOW SPRINGS | OH | 45387 | PC | WHEELING GAUNT SCULPTURE PROJECT | $250 | |
| 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 | 45387 | PC | YELLOW SPRINGS PUBLIC SCHOOLS FUND | $500 | |
| YELLOW SPRINGS COMMUNITY FOUNDATION | |||||||
| PO BOX 55 | YELLOW SPRINGS | OH | 45387 | PC | ADMINISTRATIVE EXPENSES | $250 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED USE | $250 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED USE | $500 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED USE | $500 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED USE | $500 | |
| 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 | UNRESTRICTED USE | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | SCHOLARSHIP FOR A CHILD | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | UNRESTRICTED USE | $500 | |
| AUDIENCE OF ONE YOUTH THEATER | |||||||
| PO BOX 631340 | HIGHLANDS RANCH | CO | 80163 | PC | UNRESTRICTED USE | $500 | |
| BILTMORE PARK STINGRAYS SWIM TEAM INC | |||||||
| 7 BENT OAK LN | ASHEVILLE | NC | 28803 | PC | UNRESTRICTED USE | $500 | |
| BLINDSIGHT DELAWARE | |||||||
| 2915 NEWPORT GAP PIKE | WILMINGTON | DE | 19808 | PC | UNRESTRICTED USE | $500 | |
| BOSANA FOUNDATION | |||||||
| 3310 KEYSTONE AVE | LOS ANGELES | CA | 90034 | PC | UNRESTRICTED USE | $500 | |
| DEMOCRACY NORTH CAROLINA | |||||||
| 1821 GREEN STREET | DURHAM | NC | 27705 | PC | UNRESTRICTED USE | $100 | |
| DISTRICT 742 LOCAL EDUCATION & ACTIVITIES FOUNDATION | |||||||
| PO BOX 1132 | ST CLOUD | MN | 563021132 | PC | SPANISH IMMERSION, AMITY PROGRAM | $500 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | UNRESTRICTED USE | $500 | |
| DRAVET SYNDROME FOUNDATION INC | |||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | PC | UNRESTRICTED USE | $500 | |
| DRUG POLICY ALLIANCE | |||||||
| 131 W 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | PC | PROMOTE HEALTHY ALCOHOL REHABILITATION PROGRAMS | $250 | |
| EQUI VENTURE RIDING INC | |||||||
| PO BOX 2573 | KOKOMO | IN | 469042573 | PC | UNRESTRICTED USE | $500 | |
| FAITHFUL FRIENDS INC | |||||||
| 12 GERMAY DRIVE | WILMINGTON | DE | 19804 | PC | UNRESTRICTED USE | $250 | |
| FCNL EDUCATION FUND | |||||||
| 245 SECOND ST NE | WASHINGTON | DC | 20002 | PC | UNRESTRICTED USE | $250 | |
| FCNL EDUCATION FUND | |||||||
| 245 SECOND ST NE | WASHINGTON | DC | 20002 | PC | UNRESTRICTED USE | $100 | |
| FIRST FRIENDS OF KOKOMO | |||||||
| 1801 W ZARTMAN RD | KOKOMO | IN | 469023031 | PC | FELLOWSHIP COMMITTEE | $250 | |
| FOUNDATION FOR ALCOHOLISM RESEARCH INC | |||||||
| PO BOX 31135 | CHICAGO | IL | 606310135 | PC | UNRESTRICTED USE | $300 | |
| FRIENDS OF THE MONTICELLO-UNION TOWNSHIP PUBLIC LIBRARY INC | |||||||
| 321 W BROADWAY | MONTICELLO | IN | 47960 | PC | UNRESTRICTED USE | $500 | |
| FRIENDS OF THE MONTICELLO-UNION TOWNSHIP PUBLIC LIBRARY INC | |||||||
| 321 W BROADWAY | MONTICELLO | IN | 47960 | PC | THE CHILDREN'S DEPARTMENT | $500 | |
| FRIENDS OF WILLOW SPRINGS OPEN SPACE | |||||||
| PO BOX 1128 | MORRISON | CO | 80465 | PC | UNIFIED COMMUNICATIONS PROGRAM | $500 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PC | MITRANIKETAN | $200 | |
| HEART CENTER OF AMERICA | |||||||
| 2902 TAZEWELL PIKE | KNOXVILLE | TN | 37918 | PC | FINANCIAL AID FOR FAMILIES OF HEART ATTACK VICTIMS | $250 | |
| HELUNA HEALTH | |||||||
| 13300 CROSSROADS PARKWAY | CITY OF INDUSTRY | CA | 91746 | PC | FAMILY RESOURCE CENTER NETWORK OF LA COUNTY- EARLY INTERVENTION SERVICES FOR FOSTER CHILDREN | $500 | |
| HELUNA HEALTH | |||||||
| 13300 CROSSROADS PARKWAY | CITY OF INDUSTRY | CA | 91746 | PC | FAMILY RESOURCE CENTER NETWORK OF LA COUNTY- EARLY INTERVENTION SERVICES FOR FOSTER CHILDREN | $250 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED USE | $250 | |
| IF NOT US THEN WHO | |||||||
| 1112 MONTANA AVE SUITE 379 | SANTA MONICA | CA | 90403 | PC | UNRESTRICTED USE | $500 | |
| INTER-AMERICAN HEALTH ALLIANCE | |||||||
| PO BOX 120935 | NASHVILLE | TN | 372129998 | PC | FOR PRIMEROS PASOS | $250 | |
| KOINONIA FARM | |||||||
| 1324 GA HIGHWAY 49 S | AMERICUS | GA | 31719 | PC | UNRESTRICTED USE | $100 | |
| LEWY BODY DEMENTIA ASSOCIATION | |||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | PC | RESEARCH | $100 | |
| LIGHT THE LEGACY | |||||||
| 619 WEST ST GERMAIN | ST CLOUD | MN | 56301 | PC | UNRESTRICTED USE | $500 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 221721776 | PC | UNRESTRICTED USE | $200 | |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED USE | $250 | |
| NATIONAL STROKE ASSOCIATION | |||||||
| 9707 EAST EASTER LANE | CENTENNIAL | CO | 80112 | PC | UNRESTRICTED USE | $200 | |
| NATIONAL VACCINE INFORMATION CENTER | |||||||
| 21525 RIDGETOP CIRCLE SUITE 100 | STERLING | VA | 20166 | PC | UNRESTRICTED USE | $100 | |
| OHIO VALLEY PEACE | |||||||
| PO BOX 163 | BARNESVILLE | OH | 43713 | PC | FOR THEIR LOW POWER FM STATION | $400 | |
| PAWS AND STRIPES | |||||||
| 617 TRUMAN STREET NE | ALBUQUERQUE | NM | 87110 | PC | UNRESTRICTED USE | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | UNRESTRICTED USE | $250 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | UNRESTRICTED USE | $250 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | PC | UNRESTRICTED USE | $500 | |
| PLANTING HOPE INC | |||||||
| PO BOX 56 | MONTPELIER | VT | 05601 | PC | UNRESTRICTED USE | $500 | |
| PLANTING HOPE INC | |||||||
| PO BOX 56 | MONTPELIER | VT | 05601 | PC | UNRESTRICTED USE | $250 | |
| QUIXOTE CENTER INC | |||||||
| 7307 BALTIMORE AVE SUITE 214 | COLLEGE PARK | MD | 20740 | PC | QUEST FOR PEACE PROGRAM | $200 | |
| RAICES | |||||||
| 5121 CRESTWAY DR | WINDCREST | TX | 78239 | PC | UNRESTRICTED USE | $250 | |
| RAICES | |||||||
| 5121 CRESTWAY DR | WINDCREST | TX | 78239 | PC | UNRESTRICTED USE | $250 | |
| RAICES | |||||||
| 5121 CRESTWAY DR | WINDCREST | TX | 78239 | PC | UNRESTRICTED USE | $500 | |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | PC | UNRESTRICTED USE | $250 | |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | PC | UNRESTRICTED USE | $500 | |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | PC | UNRESTRICTED USE | $500 | |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | PC | UNRESTRICTED USE | $500 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 200363604 | PC | OVER THE EDGE PROGRAM | $250 | |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $250 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $500 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $500 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $500 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $500 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE PROGRAM | $500 | CENTER |
| SPECIAL OLYMPICS DELAWARE | |||||||
| UNIVDELAWARE 239 BOB CARPENTER | NEWARK | DE | 197161901 | PC | OVER THE EDGE | $250 | CENTER |
| ST JUDE HOSPITAL INC | |||||||
| 101 EAST VALENCIA MESA DR | FULLERTON | CA | 92835 | PC | UNRESTRICTED USE | $200 | |
| STARBOARD CHARITABLE INC | |||||||
| 2009 HIGHWAY ONE | DEWEY BEACH | DE | 19971 | PC | "DEWEY GOES PINK" FOR BREAST CANCER | $500 | |
| STARBOARD CHARITABLE INC | |||||||
| 2009 HIGHWAY ONE | DEWEY BEACH | DE | 19971 | PC | "DEWEY GOES PINK" FOR BREAST CANCER | $500 | |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | PC | CEREBRAL PALSY SUMMER CAMP | $250 | |
| UNITARIAN UNIVERSALIST CHURCH OF TUCSON | |||||||
| PO BOX 40782 | TUCSON | AZ | 85717 | PC | NO MORE DEATHS PROGRAM | $250 | |
| UNITED OSTOMY ASSOCIATIONS OF AMERICA | |||||||
| PO BOX 525 | KENNEBUNK | ME | 040430525 | PC | OSTOMY AWARENESS | $250 | |
| UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE FDN | |||||||
| ONE UNIVERSITY HEIGHTS CPO 3800 | ASHEVILLE | NC | 28804 | PC | WOMEN'S SWIM TEAM | $500 | |
| WILD FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | PC | SEA LEGACY | $500 | |
| YELLOW SPRINGS FRIENDS MEETING | |||||||
| PO BOX 45 | YELLOW SPRINGS | OH | 45387 | PC | UNRESTRICTED USE | $100 | |
| DAYTON CHRISTIAN CENTER INC | |||||||
| 1352 W RIVERVIEW AVENUE | DAYTON | OH | 45402 | PC | UNRESTRICTED USE | $250 | |
| PLANNED PARENTHOOD OF SOUTHWEST OHIO REGION | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | PC | UNRESTRICTED USE | $250 | |
| YWCA OF GREATER CINCINNATI INC | |||||||
| 898 WALNUT ST | CINCINNATI | OH | 45202 | PC | ROSIE'S GIRLS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,142,710 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,990 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $925,106 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,589,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,520,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,520,091 | 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 | $17,396 | Amt |
| Net Investment Income | $3,896 | 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 | $23,727 | 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 (133 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEROJET ROCKETDYNE HOLDINGS INC | $7,046 | $7,046 |
| ALLEGHENY TECHNOLOGIES INC | $11,843 | $11,843 |
| ALLETE INC NEW COMMON | $14,863 | $14,863 |
| AMC ENTERTAINMENT HOLDINGS INC - CL A | $6,054 | $6,054 |
| AMERICAN AXLE & MFG | $1,277 | $1,277 |
| AMERICAN EAGLE OUTFITTERS INC NEW | $8,795 | $8,795 |
| AMERICAN EQUITY INVT LIFE | $9,444 | $9,444 |
| AMERICOLD REALTY TRUST | $6,564 | $6,564 |
| ANIXTER INTERNATIONAL INC. | $7,060 | $7,060 |
| ASBURY AUTOMOTIVE GROUP | $10,332 | $10,332 |
| BANC OF CALIFORNIA INC | $2,782 | $2,782 |
| BANCORPSOUTH BANK | $10,979 | $10,979 |
| BANKUNITED INC | $8,832 | $8,832 |
| BEACON ROOFING SUPPLY INC | $6,566 | $6,566 |
| BELDEN INC | $6,224 | $6,224 |
| BIG LOTS INC | $2,747 | $2,747 |
| BLACK HILLS CORP | $15,569 | $15,569 |
| BMC STOCK HOLDINGS INC | $7,353 | $7,353 |
| BROOKDALE SENIOR LIVING INC | $5,608 | $5,608 |
| BRUNSWICK CORP | $8,268 | $8,268 |
| CACI INTL INC CL A W/1 RIGHT PER SH | $5,617 | $5,617 |
| CALAVO GROWERS INC | $5,326 | $5,326 |
| CALERES INC | $10,492 | $10,492 |
| CALLON PETROLEUM CORP | $9,248 | $9,248 |
| CARPENTER TECHNOLOGY | $6,766 | $6,766 |
| CENTERSTATE BANKS INC | $10,646 | $10,646 |
| CENTRAL PACIFIC FINANCIAL CO | $8,230 | $8,230 |
| CHARLES RIVER LABORATORIES COM | $8,715 | $8,715 |
| CHEMICAL FINANCIAL CORP | $3,990 | $3,990 |
| CIENA CORPORATION | $5,493 | $5,493 |
| CNO FINANCIAL GROUP INC W/1 RT PER SHARE EXP 12-31-17 | $7,440 | $7,440 |
| CONMED CORP | $11,363 | $11,363 |
| COOPER TIRE & RUBBER | $7,727 | $7,727 |
| COTT CORP | $8,071 | $8,071 |
| COUSINS PROPERTIES INC | $12,103 | $12,103 |
| DELEK US HOLDINGS INC | $7,997 | $7,997 |
| DEVRY EDUCATION GROUP INC | $12,871 | $12,871 |
| DIAMONDROCK HOSPITALITY CO | $9,598 | $9,598 |
| DIODES INC | $7,065 | $7,065 |
| DYCOM INDS INC | $11,078 | $11,078 |
| EAGLE BANCORP INC | $8,524 | $8,524 |
| EMCOR GROUP INC | $11,938 | $11,938 |
| ENDO HEALTH SOLUTIONS INC | $3,146 | $3,146 |
| ENERGIZER HOLDINGS INC | $6,592 | $6,592 |
| ENERSYS | $6,907 | $6,907 |
| FERRO CORP | $5,221 | $5,221 |
| FIRST COMWLTH FINL CORP | $8,106 | $8,106 |
| FIRST FINANCIAL BANCORP | $10,935 | $10,935 |
| FIRST HAWAIIAN INC | $6,933 | $6,933 |
| FIRST INDUSTRIAL REALTY TRUST W/1 RT/SH | $12,439 | $12,439 |
| FLEXTRONICS INTL LTD | $7,846 | $7,846 |
| FNB CORP | $9,624 | $9,624 |
| FORMFACTOR INC | $8,355 | $8,355 |
| FULTON FINANCIAL CORP | $13,406 | $13,406 |
| G-III APPAREL GROUP LTD | $6,973 | $6,973 |
| GENESSEE & WYOMING "A" | $6,070 | $6,070 |
| GMS INC | $5,097 | $5,097 |
| GOLAR LNG LTD | $10,467 | $10,467 |
| GRAY TELEVISION INC | $6,353 | $6,353 |
| GREENBRIER COS INC COM W/1 RT/SH | $7,987 | $7,987 |
| HANCOCK HOLDING CO | $10,672 | $10,672 |
| HANOVER INSURANCE GROUP COMMON | $11,093 | $11,093 |
| HELIX ENERGY SOLUTIONS GROUP COMMON STOCK | $4,350 | $4,350 |
| HOMESTREET INC | $5,583 | $5,583 |
| HUB GROUP INC CL A | $5,635 | $5,635 |
| IBERIABANK CORP | $10,670 | $10,670 |
| INGEVITY CORPORATION | $6,277 | $6,277 |
| JACK IN THE BOX INC | $9,937 | $9,937 |
| KBR INC | $7,620 | $7,620 |
| KEMPER CORP 1 RT PER SHARE EXP 08-04-14 | $10,023 | $10,023 |
| KITE REALTY GROUP TRUST | $9,680 | $9,680 |
| LANCASTER COLONY CORP | $6,898 | $6,898 |
| LEGACY TEXAS FINANCIAL GROUP | $9,242 | $9,242 |
| LPL FINANCIAL HOLDINGS INC | $12,705 | $12,705 |
| MACK-CALI REALTY CORP | $11,872 | $11,872 |
| MAGELLAN HEALTH INC NEW COMMON | $12,118 | $12,118 |
| MAGNOLIA OIL & GAS CORP | $8,755 | $8,755 |
| MANITOWOC COMPANY INC | $6,277 | $6,277 |
| MERITOR INC | $9,419 | $9,419 |
| NAVISTAR INTERNATIONAL W/1 RT PER SHARE EXP 9-1-14 | $1,765 | $1,765 |
| NCR CORP | $10,848 | $10,848 |
| NEW JERSEY RESOURCES | $9,819 | $9,819 |
| NORTHWESTERN CORPORATION | $9,689 | $9,689 |
| NUANCE COMMUNICATIONS COMMON STOCK NEW 1RT PER SHARE EXP 8/19/15 | $6,443 | $6,443 |
| OASIS PETROLEUM INC | $7,233 | $7,233 |
| OCEANFIRST FINANCIAL CORP | $8,756 | $8,756 |
| ONE GAS INC | $10,507 | $10,507 |
| ORION ENGINEERED CARBONS SA | $5,991 | $5,991 |
| ORTHOFIX MEDICAL INC | $5,144 | $5,144 |
| PACIFIC PREMIER BANCORP INC | $11,637 | $11,637 |
| PACWEST BANCORP | $2,895 | $2,895 |
| PENN NATIONAL GAMING INC | $12,277 | $12,277 |
| PENNSYLVANIA REAL ESTATE INVESTMENT TRUST | $3,772 | $3,772 |
| PEOPLE'S UNITED FINANCIAL INC | $8,514 | $8,514 |
| PERFORMANCE FOOD GROUP CO | $10,262 | $10,262 |
| PERSPECTA INC | $9,299 | $9,299 |
| PHYSICIANS REALTY TRUST | $10,692 | $10,692 |
| PIPER JAFFRAY CO | $6,189 | $6,189 |
| PLATFORM SPECIALTY PRODUCTS CORP | $10,485 | $10,485 |
| PLEXUS CORP | $9,961 | $9,961 |
| PNM RESOURCES INC | $12,861 | $12,861 |
| PRIMERICA INC | $9,869 | $9,869 |
| PROSPERITY BANCSHARES INC | $5,669 | $5,669 |
| RETAIL VALUE INC | $2,405 | $2,405 |
| REV GROUP INC | $2,568 | $2,568 |
| RLI CORP | $9,590 | $9,590 |
| SAIA INC COMMON STOCK | $9,322 | $9,322 |
| SANMINA CORPORATION | $5,847 | $5,847 |
| SELECT MEDICAL HOLDINGS CORP | $10,469 | $10,469 |
| SIGNET JEWELERS LTD | $4,448 | $4,448 |
| SITE CENTERS CORP | $8,491 | $8,491 |
| SKYWEST INC | $10,673 | $10,673 |
| SOUTHWEST GAS HOLDINGS INC | $14,688 | $14,688 |
| SPIRIT AIRLINES INC | $6,950 | $6,950 |
| STAG INDUSTRIAL INC | $12,689 | $12,689 |
| STATE BANK FINANCIAL CORP | $6,952 | $6,952 |
| STERLING BANCORP | $7,149 | $7,149 |
| STIFEL FINANCIAL CORP | $13,130 | $13,130 |
| SUMMIT HOTEL PROPERTIES INC | $7,609 | $7,609 |
| SUNSTONE HOTEL INVESTORS | $7,338 | $7,338 |
| SYNNEX CORP | $9,620 | $9,620 |
| SYNOVUS FINL CORP | $12,764 | $12,764 |
| TEAM INC | $5,259 | $5,259 |
| TEGNA INC | $9,000 | $9,000 |
| TERADATA CORP | $6,790 | $6,790 |
| TIER REIT INC | $6,189 | $6,189 |
| TIMKEN CO | $12,540 | $12,540 |
| TTM TECHNOLOGIES | $8,202 | $8,202 |
| UNITED COMMUNITY BANK | $10,043 | $10,043 |
| VERINT SYSTEMS INC | $7,489 | $7,489 |
| WERNER ENTERPRISE | $5,022 | $5,022 |
| WESTAMERICA BANCORPORATION | $3,229 | $3,229 |
| WESTERN ALLIANCE BANCORP | $9,083 | $9,083 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED TOTAL RETURN BOND FUND - INSTITUTIONAL SHARES | AT COST | $2,559,526 | $2,559,526 |
| JP MORGAN CORE BOND FUND-CLASS I | AT COST | $2,185,874 | $2,185,874 |
| VANGUARD MID CAP INDEX FUND - ADMIRAL SHARES | AT COST | $2,739,764 | $2,739,764 |
| AQR LONG-SHORT EQUITY FUND - I | AT COST | $1,582,056 | $1,582,056 |
| DFA INTERNATIONAL CORE EQUITY PORTFOLIO - INVESTOR | AT COST | $2,452,701 | $2,452,701 |
| DIAMOND HILL LONG-SHORT FUND-Y | AT COST | $1,354,528 | $1,354,528 |
| LIMITED PARTNERSHIP CARLSON CAPITAL LP BLACK DIAMOND ARBITRAGE, LTD SERIES A | AT COST | $1,748,002 | $1,748,002 |
| LIMITED PARTNERSHIP HCAP PARTNERS IV, LP | AT COST | $101,699 | $101,699 |
| LIMITED PARTNERSHIP WHITE OAK FIXED INCOME FUND C L.P. | AT COST | $1,083,870 | $1,083,870 |
| MERIDIAN SMALL CAP GROWTH FUND-RTR | AT COST | $1,112,720 | $1,112,720 |
| NEUBERGER BERMAN SOC RESP-IS | AT COST | $1,196,380 | $1,196,380 |
| OPPENHEIMER DEVELOPING MARKETS FUND-I | AT COST | $2,513,693 | $2,513,693 |
| PRUDENTIAL FLOATING RATE INCOME FUND CLASS Z | AT COST | $1,176,334 | $1,176,334 |
| PRUDENTIAL GLOBAL REAL ESTATE FUND - CLASS Z | AT COST | $1,491,698 | $1,491,698 |
| TOUCHSTONE INTERNATIONAL SMALL CAP FUND - INST | AT COST | $1,080,075 | $1,080,075 |
| TRANSAMERICA INTERNATIONAL EQUITY - I | AT COST | $2,465,792 | $2,465,792 |
| VANGUARD INSTITUTIONAL INDEX FUND - INSTITUTIONAL SHARES | AT COST | $11,248,252 | $11,248,252 |
| VANGUARD SHORT-TERM BOND INDEX FUND - ADMIRAL SHARES | AT COST | $1,113,154 | $1,113,154 |
| WELLS FARGO ABSOLUTE RETURN FUND - CLASS INST | AT COST | $1,843,119 | $1,843,119 |
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 | $33,545 | AccumulatedDepreciationAmt |
| Book Value | $64,636 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,979 | 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 | $0 | $297,590 | $297,590 |
| PRI LOAN INTEREST RECEIVABLE | $0 | $3,082 | $3,082 |
| SOFTWARE | $6,777 | $2,457 | $2,457 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | $2,895,961 |
| CHANGE IN RESERVES FOR GRANTS PAYABLE | $1,873,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $7,956 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $20,607 | $0 | $924 |
| OFFICE EQUIPMENT, SOFTWARE & SUPPLIES | $14,825 | $0 | $6,625 |
| INTERNET & TECHNOLOGY SERVICES | $18,729 | $0 | $5,010 |
| POSTAGE & DELIVERY | $633 | $0 | $0 |
| POST OFFICE BOX | $194 | $0 | $0 |
| INVESTMENT WIRE FEES | $35 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $586 | $586 | $586 |
| CLASS ACTION SETTLEMENTS | $288 | $288 | $288 |
| PRI LOAN INTEREST INCOME | $3,082 | $3,082 | $3,082 |
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 | -$300 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE | $2,585 | $0 | $0 |
| CONTRACT LABOR | $17,884 | $0 | $17,884 |
| INVESTMENT MANAGEMENT & CUSTODIAN FEES | $67,563 | $67,563 | $0 |
| INVESTMENT CONSULTANT FEES | $91,817 | $91,817 | $0 |
| OTHER CONSULTING FEES | $5,046 | $0 | $3,055 |
| DESIGN COMMUNICATION CONSULTANT FEES | $6,375 | $0 | $0 |
| NONBOARD COMMITTEE COMP | $1,500 | $800 | $700 |
| OTHER INVESTMENT FEES | $28,081 | $28,081 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $32 | $32 | $0 |
| FEDERAL EXCISE TAXES | $75,122 | $0 | $0 |
| OHIO FILING FEES | $255 | $0 | $0 |