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TROY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TROY FOUNDATION (EIN 31-6018703)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349302659
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T09:07:20-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310787612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENTNER SELLERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 FALLS CREEK DRAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP453779695ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316018703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TROY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTROYBusinessNameControlTxt
Phone9373398935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone9373398935PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MILLERPreparerPersonNm
PTINP00447041PTIN
Phone9378981376PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMELISSA KLEPTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,673,737GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THETROYFOUNDATION.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1924FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO CHARITABLE CAUSES FOR A BETTER TOMORROW.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$8,124,445PYContributionsGrantsAmt
CY Contributions Grants$8,476,436CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,828,540PYInvestmentIncomeAmt
CY Investment Income$4,951,672CYInvestmentIncomeAmt
PY Other Revenue$11,434PYOtherRevenueAmt
CY Other Revenue$26,361CYOtherRevenueAmt
PY Total Revenue$11,964,419PYTotalRevenueAmt
CY Total Revenue$13,454,469CYTotalRevenueAmt
PY Grants And Similar Paid$9,118,432PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,993,458CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$549,081PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$630,977CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$628,467PYOtherExpensesAmt
CY Other Expenses$758,662CYOtherExpensesAmt
PY Total Expenses$10,295,980PYTotalExpensesAmt
CY Total Expenses$11,383,097CYTotalExpensesAmt
PY Revenues Less Expenses$1,668,439PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,071,372CYRevenuesLessExpensesAmt
Total Assets BOY$141,156,124TotalAssetsBOYAmt
Total Assets EOY$159,134,246TotalAssetsEOYAmt
Total Liabilities BOY$8,654,812TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,717,309TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$132,501,312NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$149,416,937NetAssetsOrFundBalancesEOYAmt
MissionTO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO MEANINGFUL CAUSES FOR A BETTER TOMORROW.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$9,993,458ExpenseAmt
Grant$9,993,458GrantAmt
DescTHE TROY FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS PROVIDING SERVICES IN THE AREAS OF ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES, SOCIAL STUDIES, YOUTH DEVELOPMENT, BEAUTIFICATION, PROTECTING WILDLIFE AND THE ENVIRONMENT, AND EMERGENCY GRANTS TO ASSIST NON-PROFITS.Desc
Total Program Service Expenses$9,993,458TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsYes (true)DAFExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
Phone9373398935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MELISSA KLEPTZ
PRESIDENT &39.900.10Yes (X)$150,000$0$31,988
SUSAN BEHM
GOVERNING BO1.000.10$0$0$0Yes (X)
BRENT BLACK
GOVERNING BO1.000.10$0$0$0Yes (X)
JOE DICKERSON
CHAIR1.000.10Yes (X)$0$0$0Yes (X)
TOM GIERE
VICE CHAIR1.000.10$0$0$0Yes (X)
COLLEEN GILARDI
GOV BD DISTR1.000.10$0$0$0Yes (X)
KATHY KERBER
GOVERNING BO1.000.10$0$0$0Yes (X)
TOM KLEPZ
GOV BD/TRUST1.000.10$0$0$0Yes (X)
DOUG LINS
GOVERNING BO1.000.10$0$0$0Yes (X)
MAURICE SADLER
GOVERNING BO1.000.10$0$0$0Yes (X)
CRAIG WISE
GOVERNING BO1.000.10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$150,000TotalReportableCompFromOrgAmt
Total Other Compensation$31,988TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1US BANKBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 WEST MAIN STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAServicesDesc
Compensation$295,329CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$64,310FundraisingAmt
All Other Contributions$8,412,126AllOtherContributionsAmt
Noncash Contributions$2,647,396NoncashContributionsAmt
Total Contributions$8,476,436TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,969,328TotalRevenueColumnAmt
Exclusion$2,969,328ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,185,097SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,202,753SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,982,344SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,982,344TotalRevenueColumnAmt
Related Or Exempt Func Income$1,982,344RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$42,876FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$64,310ContriRptFundraisingEventAmt
Fundraising Direct Expenses$16,515FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,361TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,454,469TotalRevenueColumnAmt
Related Or Exempt Func Income$1,982,344RelatedOrExemptFuncIncomeAmt
Exclusion$2,969,328ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$9,146,124TotalAmt
Program Services$9,146,124ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$847,334TotalAmt
Program Services$847,334ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$181,988TotalAmt
Management And General$181,988ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$317,220TotalAmt
Management And General$317,220ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,529TotalAmt
Management And General$16,529ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$79,288TotalAmt
Management And General$79,288ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,952TotalAmt
Management And General$35,952ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,943TotalAmt
Management And General$41,943ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$400,910TotalAmt
Management And General$400,910ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,644TotalAmt
Management And General$3,644ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$91,492TotalAmt
Management And General$91,492ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$80,889TotalAmt
Management And General$80,889ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,254TotalAmt
Management And General$7,254ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,373TotalAmt
Management And General$7,373ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,239TotalAmt
Management And General$2,239ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,474TotalAmt
Management And General$3,474ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,722TotalAmt
Management And General$2,722ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,666TotalAmt
Management And General$10,666ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
MISCELLANEOUS$51,348$51,348
CLEANING & MAINTENANCE$31,310$31,310
MEMBERSHIP DUES$13,500$13,500
MEALS$4,596$4,596

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,302TotalAmt
Management And General$5,302ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,383,097TotalAmt
Program Services$9,993,458ProgramServicesAmt
Management And General$1,389,639ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,269,235BOYAmt
EOY$1,337,944EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,772,732BOYAmt
EOY$4,747,419EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,108BOYAmt
EOY$6,968EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$40,824LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$38,489LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$198,767BOYAmt
EOY$2,335EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$82,357,899BOYAmt
EOY$90,579,584EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$51,551,383BOYAmt
EOY$62,459,996EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$141,156,124BOYAmt
EOY$159,134,246EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,778BOYAmt
EOY$14,494EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,648,034BOYAmt
EOY$9,702,815EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,654,812BOYAmt
EOY$9,717,309EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,407,033BOYAmt
EOY$26,366,856EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,094,279BOYAmt
EOY$123,050,081EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,501,312BOYAmt
EOY$149,416,937EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$141,156,124BOYAmt
EOY$159,134,246EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,071,372ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$14,841,323NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,930OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,178,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,886,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,817,810CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,124,445CurrentTaxYearMinus1YearAmt
Current Tax Year$8,476,436CurrentTaxYearAmt
Total$45,483,811TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,178,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,886,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,817,810CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,124,445CurrentTaxYearMinus1YearAmt
Current Tax Year$8,476,436CurrentTaxYearAmt
Total$45,483,811TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$45,483,811PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,150,961CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,270,741CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,448,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,851,971CurrentTaxYearMinus1YearAmt
Current Tax Year$2,969,328CurrentTaxYearAmt
Total$12,691,464TotalAmt
FieldValueIRS element (for citing)
Total Support$58,175,275TotalSupportAmt
Gross Receipts Rltd Activities$42,876GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78180PublicSupportCY170Pct
Public Support PY1700.59290PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held139DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held345FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,582,292DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$8,476,436FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,570,259DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$9,993,458FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$30,070,287DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$146,674,826FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$98,009,657BeginningYearBalanceAmt
Contributions$4,799,251ContributionsAmt
Investment Earnings Or Losses$5,293,925InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,964,720GrantsOrScholarshipsAmt
Administrative Expenses$1,726,384AdministrativeExpensesAmt
End Year Balance$99,411,729EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$90,931,099BeginningYearBalanceAmt
Contributions$2,247,793ContributionsAmt
Investment Earnings Or Losses$8,527,631InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,049,984GrantsOrScholarshipsAmt
Other Expenditures$179,327OtherExpendituresAmt
Administrative Expenses$467,555AdministrativeExpensesAmt
End Year Balance$98,009,657EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,321,031BeginningYearBalanceAmt
Contributions$180,860ContributionsAmt
Investment Earnings Or Losses-$2,184,330InvestmentEarningsOrLossesAmt
Grants Or Scholarships$400,068GrantsOrScholarshipsAmt
Administrative Expenses$986,394AdministrativeExpensesAmt
End Year Balance$90,931,099EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,927,813BeginningYearBalanceAmt
Contributions$6,699,739ContributionsAmt
Investment Earnings Or Losses$17,079,660InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,506,902GrantsOrScholarshipsAmt
Administrative Expenses$879,279AdministrativeExpensesAmt
End Year Balance$94,321,031EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,604,896BeginningYearBalanceAmt
Contributions$8,765,663ContributionsAmt
Investment Earnings Or Losses$7,737,063InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,646,551GrantsOrScholarshipsAmt
Administrative Expenses$533,258AdministrativeExpensesAmt
End Year Balance$74,927,813EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.16000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.60000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,824OtherCostOrOtherBasisAmt
Depreciation$38,489DepreciationAmt
Book Value$2,335BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,335TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescVANGUARD 500 INDEX ADMIRAL (VFIAX)Desc
Book Value$62,459,996BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$62,459,996TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENT LIABILITIESDesc
Amt$9,702,815Amt
FieldValueIRS element (for citing)
Total Liability$9,702,815TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE ORGANIZATION'S UNRESTRICTED FUNDS ARE EXPENDED FOR CHARITABLE PURPOSES AS RECOMMENDED BY THE DISTRIBUTION COMMITTEE OF THE FOUNDATION AND APPROVED BY THE GOVERNING BOARD. THE ORGANIZATION'S DONOR-ADVISED FUNDS INCLUDE TRUSTS WHICH THE DONOR MAY ADVISE OR APPOINT AN ADVISORY COMMITTEE TO RECOMMEND GRANTS TO THE DISTRIBUTION COMMITTEE. THE ORGANIZATION'S DONOR- DESIGNATED FUNDS INCLUDE ENDOWMENT FUNDS, CLASSIFIED AS PERMANENTLY RESTRICTED, AND, AS SUCH, DISTRIBUTIONS UNDER THESE FUNDS ARE LIMITED TO EARNINGS ON INVESTMENT HELD BY THE FUNDS. THE ORGANIZATIONS FIELD-OF- INTEREST FUNDS DO NOT COMMIT GIFTS TO ANY PARTICULAR ORGANIZATION. GRANT RECIPIENTS ARE IDENTIFIED BY THE FOUNDATION, WHICH MAY TAKE INTO CONSIDERATION THE SUGGESTIONS OF FUND DONORS.
SCHEDULE D, PAGE 3, PART XTHE TROY FOUNDATION AND SUBSIDIARY IS AN OHIO NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS AUTHORITATIVE GUIDANCE RELATED TO THE ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING, AND DISCLOSING IN THE FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON INFORMATION AND TAX RETURNS, INCLUDING THE POSITIONS THAT THE FOUNDATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. MANAGEMENT CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LIVE LOUD LIKEEvent1Nm
Gross Receipts Event1$32,465GrossReceiptsEvent1Amt
Charitable Contri Event1$32,465CharitableContriEvent1Amt
Cash Prizes Event1$450CashPrizesEvent1Amt
Rent Facility Costs Event1$395RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$1,050OtherDirectExpensesEvent1Amt
Event2FISH FRYEvent2Nm
Gross Receipts Event2$29,029GrossReceiptsEvent2Amt
Gross Revenue Event2$29,029GrossRevenueEvent2Amt
Rent Facility Costs Event2$650RentFacilityCostsEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$41,962GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$31,355CharitableContriOtherEventsAmt
Gross Revenue Other Events$10,607GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$5,596NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$125FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$2,453OthDirectExpnssOtherEventsAmt
Gross Receipts Total$103,456GrossReceiptsTotalAmt
Charitable Contributions Tot$63,820CharitableContributionsTotAmt
Gross Revenue Total Events$39,636GrossRevenueTotalEventsAmt
Cash Prizes Total Events$450CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$5,596NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$1,045RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$125FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,503OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,719DirectExpenseSummaryEventsAmt
Net Income Summary$28,917NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (141 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AFRICA ACCESS
2204 QUINTON RDSILVER SPRINGSMD20910521689732501C3$10,000EDUCATION
ALZHEIMER'S DISEASE AND RELATED DIS
225 NORTH MICHIGAN AVECHICAGOIL60601133039601501C3$5,353HEALTH & HUMAN SERVIFLOOR 17
AMERICAN RED CROSS-MIAMI VALLEY C
370 WEST FIRST STREETDAYTONOH45402530196605501C3$15,199HUMAN SERVICES
ARBOGAST PERFORMING ARTS CENTER
500 SOUTH DORSET ROADTROYOH45373830889260501C3$60,000ARTS &CULTURE
ATKINS AND STANG
1031 META DRIVECINCINNATIOH45237501C3$156,520COMMUNITY IMPROVEMEN
BACH SOCIETY OF DAYTON
125 NORTH MAIN STREETDAYTONOH45402010721543501C3$9,000ARTS AND CULTURESUITE 210
BETHEL LOCAL SCHOOLS
7490 SOUTH STATE ROUTE 201TIPP CITYOH45371316000733MIAMI$8,655EDUCATION
BIG BROTHERS BIG SISTERS OF THE GR
22 SOUTH JEFFERSON STREETDAYTONOH45402310641306501C3$9,450HUMAN SERVICES
BRUKNER NATURE CENTER
5995 HORSESHOEBEND ROADTROYOH45373310732613501C3$185,279EDUCATION
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARCONA OCOCE ROADORLANDOFL32818942494324501C3$25,000ANIMAL RELATED
CASAGAL OF MIAMI COUNTY
405 PUBLIC SQUARETROYOH45373311418130501C3$8,950HUMAN SERVICESSUITE 366
CHILD CARE CHOICES
4817 STATE ROUTE 202TIPP CITYOH45371311212898501C3$10,700HUMAN SERVICES
CITY OF TIPP CITY OHIO
260 SOUTH GARBER DRIVETIPP CITYOH45371310792424TIPP C$22,806PUBLIC SAFETY DISAST
CITY OF TROY OHIO
100 SOUTH MARKET STREETTROYOH45373316000549TROY$46,315COMMUNITY IMPROVEMEN
CLEAR CREEK FARM
1900 SOUTH KUTHER ROADSIDNEYOH45365310982443501C3$50,718SOCIAL SERVICES
CLOTHES THAT WORK
2824 WILMINGTON PIKEKETTERINGOH45419311575093501C3$10,000HUMAN SERVICES
COMMUNITY RIDES
180 EAST RACE STREETTROYOH45373882179631501C3$52,324HUMAN SERVICES
COSHOCTON ROTARY CLUB
PO BOX 675COSHOCTONOH43812316050362501C3$17,000SOCIAL SERVICES
CRAYONS TO CLASSROOMS
1750 WOODMAN DRIVEDAYTONOH45420261594574501C3$6,500EDUCATION
DARKE COUNTY JUNIOR FAIR
800 SWEITZER ROADGREENVILLEOH45331344215590501C3$8,303YOUTH DEVELOPMENT
DAYTON ART INSTITUTE
456 BELMONTE PARK NORTHDAYTONOH45405310537480501C3$32,199ARTS AND CULTURE
DAYTON CHILDREN'S HOSPITAL
ONE CHILDRENS PLAZADAYTONOH45404310672132501C3$35,000HEALTH & HUMAN SERVI
DAYTON EARLY COLLEGE ACADEMY
300 COLLEGE PARKDAYTONOH45469260463618501C3$30,000EDUCATION
DAYTON FOUNDATION
1401 SOUTH MAIN STREETDAYTONOH45409316027287501C3$15,000RECREATIONALSUITE 100
DAYTON PERFORMING ARTS ALLIANCE
126 NORTH MAIN STREETDAYTONOH45402316000101501C3$81,699ARTS & CULTURESUITE 210
DOROTHY LOVE RETIREMENT COMMUNITY
3003 WEST CISCO ROADSIDNEYOH45365344429863501C3$15,593ELDERLY/SENIOR CITIZ
DOWNTOWN TIPP CITY PARTNERSHIP
6 SOUTH THIRD STREETTIPP CITYOH45371260530154501C3$11,457COMMUNITY IMPROVEMEN
DWA RECREATION INC
PO BOX 208HARRISONOH45030501C3$6,729COMMUNITY IMPROVEMEN
EL SEGUNDO HIGH SCHOOL
640 MAIN STREETEL SEGUNDOCA90245EL SEG$10,000EDUCATION
ELIZABETH'S NEW LIFE CENTER
2201 NORTH MAIN STREETDAYTONOH45405311381901501C3$8,000EDUCATION
FJ STALLO PUBLIC LIBRARY
196 EAST 4TH STREETMINSTEROH45865341788090501C3$8,000EDUCATION
FAMILY ABUSE SHELTER OF MIAMI COUNT
530 CRESCENT DRIVETROYOH45373310966177501C3$32,927SOCIAL SERVICES
FIRST BAPTIST CHURCH
53 SOUTH NORWICH RDTROYOH45373316007357501C3$13,000RELIGIOUS/SPIRITUAL
FIRST PLACE FOOD PANTRY INC
PO BOX 81TROYOH45373470994740501C3$60,300FOOD SERVICE, FREE F
FIRST PRESBYTERIAN CHURCH
20 SOUTH WALNUT STREETTROYOH45373310549049501C3$29,174RELIGIOUS/SPIRITUAL
FIRST UNITED CHURCH OF CHRIST
120 SOUTH MARKET STREETTROYOH45373131957221501C3$162,753RELIGIOUS/SPIRITUAL
FIRST UNITED METHODIST CHURCH
110 WEST FRANKLIN STREETTROYOH45373310543279501C3$34,127RELIGIOUS/SPIRITUAL
FISH OF TROY INC
PO BOX 764TROYOH45373510435875501C3$120,604HUMAN SERVICES
FISHTOWN PRESERVATION SOCIETY
PO BOX 721LELANDMI49654383621736501C3$8,000ARTS & CULTURE
FRIENDS OF THE HAYNER INC
301 WEST MAIN STREETTROYOH45373311081395501C3$23,053ARTS & CULTURE
FRIENDS OF THE TROY-MIAMI COUNTY LI
419 WEST MAIN STREETTROYOH45373311094285501C3$11,686EDUCATION
GINGHAMSBURG CHURCH
6759 SOUTH COUNTY ROAD 25ATIPP CITYOH45371310808339501C3$26,000RELIGIOUS/SPIRITUAL
GODS TREASURERS
PO BOX 578WORTHIL60482452470867501C3$5,500RELIGIOUS/SPIRITUAL
GOODWILL EASTERSEALS OF THE MIAMI V
660 SOUTH MAIN STREETDAYTONOH45402310537112501C3$15,000MENTAL HEALTH, CRISI
GRACE BAPTIST CHURCH
1400 NORTH MARKET STREETTROYOH45373501C3$10,000RELIGIOUS/SPIRITUAL
HABITAT FOR HUMANITY OF MIAMI AND S
150 EAST RACE STREETTROYOH45373311352522501C3$115,200HUMAN SERVICES
HEALTH PARTNERS FREE CLINIC
1300 NORTH COUNTY ROAD 25ATROYOH45373311596731501C3$107,042HEALTH & HUMAN SERVI
ISAIAH'S PLACE
61 SOUTH STANFIELD ROADTROYOH45373010779327501C3$30,450MENTAL HEALTH, CRISI
KIDS READ NOW
55 MARYBILL DRIVE SOUTHTROYOH45373453504550501C3$50,000EDUCATION
KING'S CROSS COMMUNITY CHURCH
5 W MILL STREETSPRINGBOROOH45066883167925501C3$50,000RELIGIOUS/SPIRITUAL
KIWANIS CLUB OF PIQUA K02086
PO BOX 738PIQUAOH45356310639494501C3$18,076SOCIAL SERVICES
LEHMAN CATHOLIC HIGH SCHOOL
2400 ST MARYS AVENUESIDNEYOH45365311055864501C3$46,452EDUCATION
LINCOLN COMMUNITY CENTER
110 ASH STREETTROYOH45373310584315501C3$234,980EDUCATION
MIAMI COUNTY 4-H CLUBS CAMP INC
PO BOX GPLEASANT HILLOH45359316030057501C3$12,500EDUCATION
MIAMI COUNTY AGRICULTURAL SOCIETY
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501C3$19,325EDUCATION
MIAMI COUNTY DENTAL CLINIC
70 TROY TOWNE DRIVETROYOH45373204901192501C3$68,817HEALTH & HUMAN SERVI
MIAMI COUNTY FIRE AND EMERGENCY SER
1841 WEST MAIN STREETTROYOH45373832997721501C3$8,762PUBLIC SAFETY, DISASSUITE 305
MIAMI COUNTY JUNIOR FAIR
650 NORTH COUNTY ROAD 25ATROYOH45373310512071501C3$8,303YOUTH DEVELOPMENT
MIAMI COUNTY LOCAL FOOD COUNCIL
PO BOX 334TROYOH45373813339080501C3$17,505COMMUNITY & ECONOMIC
MIAMI COUNTY PARK DISTRICT
2645 EAST STATE ROUTE 41TROYOH45373316000055501C3$24,981ENVIRONMENT
MIAMI COUNTY PUBLIC HEALTH
510 W WATER STREETTROYOH45373316000055501C3$17,000HEALTH & HUMAN SERVISUITE 130
MIAMI COUNTY VISITORS & CONVENTION
405 PUBLIC SQUARE SOUTHWESTTROYOH45373311315269501C3$13,000COMMUNITY & ECONOMICSUITE 272
MIAMI COUNTY YMCA
223 WEST HIGH STREETPIQUAOH45356310537179501C3$47,897RECREATIONAL
MIAMI COUNTY YMCA ROBINSON BRANCH
3060 SOUTH COUNTY ROAD 25ATROYOH45373310537179501C3$113,500HUMAN SERVICES/RECRE
MIAMI EAST ATHLETIC DEPARTMENT
3925 NORTH STATE ROUTE 589CASSTOWNOH45312316007688501C3$24,312RECREATIONAL
MIAMI EAST LOCAL SCHOOLS
3925 NORTH STATE ROUTE 589CASSTOWNOH45312316007688501C3$10,737RECREATIONAL
MIDWEST MAINTENANCE INC
101 FOX DRIVEPIQUAOH45356501C3$132,000COMMUNITY IMPROVEMEN
MUSCO SPORTS LIGHTING LLC
POBOX 200692DALLASTX75320501C3$180,975COMMUNITY IMPROVEMEN
NEEDY BASKETS OF SOUTHERN MIAMI COU
330 SOUTH FIFTH STREETTIPP CITYOH45371311190924501C3$6,294SOCIAL SERVICES
NEW CARLISLE FIRST UNITED METHODIST
220 S MAIN STREETNEW CARLIISLEOH45344501C3$7,500RELIGIOUS/SPIRITUAL
NEW CREATION COUNSELING CENTER
7695 SOUTH COUNTY ROAD 25ATIPP CITYOH45371311409864501C3$47,000MENTAL HEALTH, CRISI
NITE SCAPES LLC
PO BOX 679TROYOH45373460875005501C3$43,730COMMUNITY IMPROVEMEN
OHIO COUNCIL OF DELIBERATION SCHOLA
3490 EDGEVIEW DRIVECINCINNATIOH45213320247237501C3$36,928EDUCATION
OHIO'S HOSPICE OF MIAMI COUNTY
3230 NORTH COUNTY ROAD 25ATROYOH45373311031277501C3$114,209HEALTH & HUMAN SERVI
OLD ART BUILDING
111 S MAIN STREETLELANDMI49654383052356$10,600ARTS & CULTURE
OUR FARM SANCTUARY
6495 AGENBROAD ROADTIPP CITYOH45371832712332501C3$53,500ANIMAL RELATED (WILD
OVERFIELD TAVERN MUSEUM
PO BOX 127CASSTOWNOH45312311337433$28,306EDUCATION
PARTNERS IN HOPE INC
180 EAST RACE STREETTROYOH45373311305869501C3$103,046HUMAN SERVICES
PINK RIBBON GOOD
350 HULS DRIVEDAYTONOH45315310020270501C3$10,800SOCIAL SERVICES
PIQUA CATHOLIC CHURCH
503 WEST NORTH STREETPIQUAOH45356311206792501C3$12,500EDUCATION
QUALITY LAWN LANDSCAQPE & FENCE
1566 SOUTH HUFFORD ROADCASSTOWNOH45312501C3$10,300RECREATIONAL
READING FOR CHANGE
105 SOUTH MARKET STREETTROYOH45373474043315501C3$9,685EDUCATION
REHABILITATION CENTER FOR NEUROLOGI
1306 GARBY ROADPIQUAOH45356237202001501C3$31,325HEALTH & HUMAN SERVI
TICHARDS CHAPEL UNITED METHODIST CH
831 MCKAIG AVENUETROYOH45373311107067501C3$125,384RELIGIOUS/SPIRITUAL
RIVERSIDE MIAMI COUNTY BOARD OF DEV
1625 NORTH TROY-SIDNEY ROADTROYOH45373316000055501C3$11,905ARTS & CULTURE
RT INDUSTRIES
110 FOSS WAYTROYOH45373310855035501C3$30,000HUMAN SERVICES
SALVATION ARMY PIQUA
129 S WAYNE STREETPIQUAOH45356580660607501C3$8,803SOCIAL SERVICES
SCOUTING AMERICA
7285 POE AVENUEDAYTONOH45414310537124501C3$6,291RECREATIONAL
SEEDS OF HOPE OH
1841 WEST MAIN STREETTROYOH45373834626180501C3$19,000HUMAN SERVICESSUITE 110
ST BONIFACE CHURCH
310 STREET DOWNING STREETPIQUAOH45356310561491501C3$8,800RELIGIOUS/SPITITUAL
ST JOHN UNITED CHURCH OF CHRIST
130 SOUTH WALNUT STREETTROYOH45373131957221501C3$24,731ARTS & CULTURE
ST PATRICK CATHOLIC CHURCH
409 EAST MAIN STREETTROYOH45372310604619501C3$24,776RELIGIOUS/SPIRITUAL
ST PATRICK CATHOLIC SCHOOL
420 EAST WATER STREETTROYOH45372310604619501C3$27,745EDUCATION
ST PAUL'S CHURCH OF CHRIST SIDNEY
707 NORTH OHIO AVENUESIDNEYOH45365344469953501C3$7,329RELIGIOUS/SPIRITUALO
ST VINCENT DEPAUL SOCIETY
409 EAST MAIN STREETTROYOH45373311011485501C3$9,750HUMAN SERVICES
TCN BEHAVIORAL HEALTH
1825 COMMERCE CENTER BLVDFAIRBORNOH45324311305635501C3$38,126HEALTH
THE EDISON FOUNDATION
1973 EDISON DRIVEPIQUAOH45356311379781501C3$57,350EDUCATION
THE FUTURE BEGINS TODAY
PO BOX 511TROYOH45373311655688501C3$56,672EDUCATION
THE INMPACT GROUP
5100 DARROW ROADHUDSONOH44236501C3$9,750COMMUNITY IMPROVEMEN
THE KLEINGERS GROUP
6219 CENTRE PARK DRIVEWEST CHESTEROH45069501C3$39,700COMMUNITY IMPROVEMEN
THE MOTZ GROUP
1 MOTZ WAYCINCINNATIOH45244501C3$2,438,051RECREATIONAL
THE NATURE CONSERVANCY
PO BOX 1562MERRIFIELDVA22116530242625501C3$19,200ENVIRONMENT
THE NATURE CONSERVANCY OHIO GROUP
6375 RIVERSIDE DRIVEDUBLINOH43017530242652501C3$11,001ENVIRONMENTSUITE 100
THE NEW PATH INC
7695 SOUTH COUNTRY ROAD 25-ATIPP CITYOH45371311710997501C3$18,401EDUCATION
THE OHIO STATE UNIVERSITY FOUNDATIO
PO BOX 736096CHICAGOIL60673311145986501C3$600,250HEALTH & HUMAN SERVI
THE OVERFIELD SCHOOL
172 SOUTH RIDGE AVENUETROYOH45373311088546501C3$44,380EDUCATION
THE SINCLAIR COMMUNITY COLLEGE FOUN
444 W THIRD STREETDAYTONOH45402237032312501C3$10,000EDUCATION
THINK TV NETWORK
110 SOUTH JEFFERSON STREETDAYTONOH45402310858459501C3$5,310EDUCATION
TIPP CITY EXEMPTED VILLAGE SCHOOLS
90 S TIPPECANOE DRIVETIPP CITYOH45371316000983501C3$69,939EDUCATION
TIPP CITY PUBLIC LIBRARY
11 E MAIN STREETTIPP CITYOH45371316000554501C3$29,653EDUCATION
TIPP MONROE COMMUNITY SERVICES
3 EAST MAIN STREETTIPP CITYOH45371310794220501C3$9,683ARTS, CULTURE & HUMA
TIPP PRIDE ASSOCIATION
PO BOX 261TIPP CITYOH45371814416439501C3$7,500
TROY CHRISTIAN SCHOOLS
700 SOUTH DORSET ROADTROYOH45373311320575501C3$8,812EDUCATION
TROY CHURCH OF THE BRETHREN
1431 W MAIN STREETTROYOH45373237390763501C3$7,400HUMAN SERVICES
TROY CITY SCHOOLS
500 NORTH MARKET STREETTROYOH45373316000098501C3$35,538EDUCATION
TROY CIVIC BAND
PO BOX 579TROYOH45373824626458501C3$8,084ARTS & CULTURE
TROY CIVIC THEATRE INC
PO BOX 491TROYOH45373310918307501C3$12,878ARTS & CULTURE
TROY COMMUNITY FM - POWER 1071 WTJ
315 SOUTH PUBLIC SQUARETROYOH45373352484745501C3$30,000OTHERSUITE231
TROY FOOTBALL PARENTS ASSOCIATION
PO BOX 793TROYOH45373311086575501C3$6,285RECREATIONAL
TROY HALL OF FAME
405 PUBLIC SQUARETROYOH45373311454017501C3$27,605EDUCATIONSUITE 341
TROY-HAYNER CULTURAL CENTER
301 WEST MAIN STREETTROYOH45373316000985501C3$23,927ARTS & CULTURE
TROY HISTORIC PRESERVATION ALLIANCE
110 1/2 MAIN STREETTROYOH45373873622798501C3$492,912COMMUNITY AND ECONOM
TROY MAIN STREET INC
405 SOUTHWEST PUBLIC SQUARETROYOH45373311301818501C3$43,096ARTS & CULTURESUITE 231
TROY-MIAMI COUNTY PUBLIC LIBRARY
419 WEST MAIN STREETTROYOH45373316000630501C3$79,575EDUCATION
TROY RECREATION ASSOCIATION
11 NORTH MARKET STREETTROYOH45373310579679501C3$57,450RECREATIONAL
TROY SENIOR CITIZENS CENTER
134 NORTH MARKET STREETTROYOH45373316057839501C3$8,447SOCIAL SERVICES
TROY SKATE CHURCH
PO BOX 935TROYOH45373871166455501C3$18,000HUMAN SERVICES
UNITED WAY OF MIAMI COUNTY
PO BOX 36TROYOH45373310619209501C3$46,281SOCIAL SERVICES
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469310536715501C3$9,500EDUCATION
UPPER VALLEY CAREER CENTER
8811 CAREER DRIVEPIQUAOH45356310819594501C3$32,018EDUCATION
UPPER VALLEY CAREER CENTER STUDENT
8811 CAREER DRIVEPIQUAOH45356501C3$12,000EDUCATION
UPPER VALLEY MEDICAL CENTER
3130 NORTH COUNTY ROAD 25ATROYOH45373310537095501C3$6,217HEALTH & HUMAN SERVI
UVMC FOUNDATION
3130 NORTH COUNTY ROAD 25ATROYOH45373311581859501C3$318,354HEALTH & HUMAN SERVI
VILLAGE OF MINSTER
PO BOX 1MINSTEROH45865VILLAG$318,838COMMUNITY IMPROVEMEN
WACO HISTORICAL SOCIETY
1865 SOUTH COUNTY ROAD 25 ATROYOH45373310969657501C3$181,367EDUCATION
WE CARE ARTS
3035 WILMINGTON PIKEKETTERINGOH45429311295721501C3$6,227ATRS, CULUTRE AND HU
WE LOVE BIRTHDAY PARTIES
1597 NORTH ROADTROYOH45377841978157$14,995OTHER
WEST OHIO CONFERENCE OF THE UNITED
32 WESLEY BOULEVARDWORTHINGTONOH43085314420544501C3$110,784RELIGIOUS/SPIRITUAL
WESTSIDE NEIGHBORHOOD SCHOOL
5401 BEETHOVEN STREETLOS ANGELESCA90066953551091501C3$11,100EDUCATION
WILL-CON LLC
2500 PIQUA-TROY ROADTROYOH45373501C3$35,650EDUCATION
WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLEN HIGHWAYDAYTONOH45435237019799501C3$11,894EDUCATION

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient528RecipientCnt
Cash Grant$847,334CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES GRANTEES TO PROVIDE A NARRATIVE TO BE COMPLETED AFTER NINETY DAYS OF RECEIPT OF THE GRANT FUNDING. THE NARRATIVE PROVIDES INFORMATION PERTAINING TO THE USE OF THE GRANT AND PROVIDES AN EVALUATION OF THE INTENDED OUTCOMES AND GOALS ORIGINALLY PRESENTED BY THE GRANTEE. NARRATIVE INFORMATION IS SUBMITTED TO THE DISTRIBUTION COMMITTEE. SITE VISITS MAY BR CONDUCTED BY STAFF AND/OR DISTRIBUTION COMMITTEE MEMBERS AND ADDITIONAL REPORTING MAY BE SUBMITTED TO THE DISTRIBUTION COMMITTEE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMELISSA KLEPTZPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$135,650BaseCompensationFilingOrgAmt
Other Compensation Filing Org$14,350OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org$31,988DeferredCompensationFlngOrgAmt
Total Compensation Filing Org$181,988TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13000ContributionCnt
Noncash Contributions Rpt F990$2,630,180NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV AT TRANSFERMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$17,216NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PAGE 1, PART I, LINE 32BFormAndLineReferenceDesc
ExplanationPUBLICLY TRADED SECURITIES CONTRIBUTED TO THE TROY FOUNDATION ARE SOLD BY THIRD PARTIES, THE INVESTMENT DEPARTMENTS OF THE BANKS WHERE THE TROY FOUNDATION MAINTAINS INVESTMENT ACCOUNTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 2TOM KLEPTZ MELISSA KLEPTZ TRUSTEES COM PRESIDENT & HUSBAND AND WIFE
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN PREPARER EMAILS A COPY OF THE FORM 990 TO THE FINANCE OFFICER, WHO FORWARDS THE RETURN TO THE TROY FOUNDATION'S AUDIT COMMITTEE TO REVIEW IN DETAIL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. AFTER REVIEW, THE RETURN IS SENT TO THE BOARD MEMBERS PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CEACH YEAR AT ITS ANNUAL MEETING, THE TROY FOUNDATION'S GOVERNING BOARD, TRUSTEES COMMITTEE, DISTRIBUTION COMMITTEE, AND STAFF RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED TO COMPLETE AND SUBMIT THE FOUNDATION'S CONFLICT OF INTEREST STATEMENT TO THE PRESIDENT & CEO LISTING ALL POTENTIAL CONFLICTS THAT MAY OCCUR THROUGHOUT THE YEAR.
FORM 990, PAGE 6, PART VI, LINE 15ATHE PROCESS FOR DETERMINING THE PRESIDENT'S SALARY INCLUDES A REVIEW AND APPROVAL PROCESS BY THE GOVERNING BODY ALONG WITH THE USE OF DATA IN REGARDS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATIED ORGANIZATIONS. RECORDS WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED.
FORM 990, PAGE 6, PART VI, LINE 15BTHE PROCESS FOR DETERMINING THE KEY EMPLOYEE SALARIES INCLUDES A REVIEW AND APPROVAL PROCESS BY THE GOVERNING BODY ALONG WITH THE USE OF DATA IN REGARDS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATIED ORGANIZATIONS. RECORDS WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART XI, LINE 9MISCELLANEOUS ADJUSTMENT 2,930

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TF LAND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 W FRANKLIN STREETAddressLine1Txt
CityTROYCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45373ZIPCd
FieldValueIRS element (for citing)
EIN261645416EIN
Primary ActivitiesRE HOLDINGPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status12BPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd