PIQUA COMMUNITY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA COMMUNITY FOUNDATION (EIN 31-1391908)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349300444
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T08:41:44-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812528312 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY WELLS WENDELN & ROBINSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 613 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453560613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311391908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIQUA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIQU | BusinessNameControlTxt |
| Phone | 9376159080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 226 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S WENDELN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9376159080 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY WENDELN CPA | PreparerPersonNm |
| PTIN | P00090862 | PTIN |
| Phone | 9377736373 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 276295901FFF0E813B602D7DAECAF21C206D2A37 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 852BF62BB2B1AFC58CBAC681832D06190B599F04 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHERYL L BURKHARDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 226 | AddressLine1Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45356 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,958,991 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PIQUACOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY FOUNDATION SERVING PIQUA, OHIO AND THE SURROUNDING AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $443,467 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,987,216 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $501,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $487,228 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,275 | PYOtherRevenueAmt |
| CY Other Revenue | $20,045 | CYOtherRevenueAmt |
| PY Total Revenue | $966,310 | PYTotalRevenueAmt |
| CY Total Revenue | $2,494,489 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $443,580 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $456,790 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,545 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,566 | PYOtherExpensesAmt |
| CY Other Expenses | $76,476 | CYOtherExpensesAmt |
| PY Total Expenses | $560,867 | PYTotalExpensesAmt |
| CY Total Expenses | $576,811 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $405,443 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,917,678 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,408,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,480,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,312,520 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,383,429 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $243,495 | ExpenseAmt |
| Grant | $243,495 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION ASSISTED MANY ORGANIZATIONS. GRANTS WERE AWARDED IN AMOUNTS DETERMINED BY THE DISTRIBUTION COMMITTEE AND COMMITTEES COMPRISED OF DONORS AND DONOR ADVISED FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $120,500 | ExpenseAmt |
| Grant | $120,500 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE COLLEGE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $92,795 | ExpenseAmt |
| Grant | $92,795 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION APPROVED DISTRIBUTIONS TO ELIGIBLE CHARITIES UPON RECOMMENDATIONS FROM DONORS OF FUNDS TO PERSONAL GIFTING ACCOUNTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $456,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY WENDELN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9377736373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 N WAYNE ST | AddressLine1Txt |
| Address Line2 | P O BOX 613 | AddressLine2Txt |
| City | PIQUA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 453560613 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MICHAEL E GUTMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN S ALEXANDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL L BURKHARDT | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIMI A CRAWFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL P FRENCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GALBREATH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL E RAMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY JOHNSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY P SCOTT | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN K STALEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY WENDELN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P YANNUCCI | ||||||
| SEC./TREAS. | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTINE HULME | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SNYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDI PEARSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA H HINSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW S MONNIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN S WENDELN | ||||||
| EXECUTIVE DI | 20.00 | $40,334 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $40,334 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,987,216 | AllOtherContributionsAmt |
| Noncash Contributions | $27,831 | NoncashContributionsAmt |
| Total Contributions | $1,987,216 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,675 | TotalRevenueColumnAmt |
| Exclusion | $227,675 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,721,819 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,462,266 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,553 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $259,553 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,874 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $2,236 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,638 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ELIMINATE NON OWNED ACTIVITY | Desc |
| Total Revenue Column | -$593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$593 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$593 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,494,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $258,960 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $227,675 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,290 | TotalAmt |
| Program Services | $336,290 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,500 | TotalAmt |
| Program Services | $120,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,334 | TotalAmt |
| Management And General | $40,334 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,211 | TotalAmt |
| Management And General | $3,211 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,150 | TotalAmt |
| Management And General | $9,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,707 | TotalAmt |
| Management And General | $54,707 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,189 | TotalAmt |
| Management And General | $6,189 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,721 | TotalAmt |
| Management And General | $3,721 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,509 | TotalAmt |
| Management And General | $2,509 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,811 | TotalAmt |
| Program Services | $456,790 | ProgramServicesAmt |
| Management And General | $120,021 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,773 | BOYAmt |
| EOY | $104,060 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,774 | BOYAmt |
| EOY | $579,547 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,782,125 | BOYAmt |
| EOY | $9,796,567 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,408,672 | BOYAmt |
| EOY | $10,480,174 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,152 | BOYAmt |
| EOY | $96,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,152 | BOYAmt |
| EOY | $96,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,490 | BOYAmt |
| EOY | $2,823,746 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,617,030 | BOYAmt |
| EOY | $7,559,683 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,312,520 | BOYAmt |
| EOY | $10,383,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,408,672 | BOYAmt |
| EOY | $10,480,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,917,678 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $153,231 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,987,216 | CurrentTaxYearAmt |
| Total | $4,180,158 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $668,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $561,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,987,216 | CurrentTaxYearAmt |
| Total | $4,180,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $658,924 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,521,234 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,675 | CurrentTaxYearAmt |
| Total | $1,177,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,357,790 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,281 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | CASH AND SECURITIES FROM PRIVATE FOUNDATION 1,717,548 CASH FROM A PRIVATE FOUNDATION 90,000 CASH AND SECURITIES FROM PRIVATE FOUNDATION 119,953 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 23 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 4 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,943,116 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $44,100 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $375,744 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $81,046 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,656,428 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $2,823,746 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $96,745 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,745 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAKE AUCTION | Event1Nm |
| Gross Receipts Event1 | $22,874 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,874 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,236 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,874 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,874 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,236 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,236 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,638 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| AMERICAN LEGION 184 | |||||
| PO BOX569 | PIQUA | OH | 45356 | $9,400 | COMMUNITY NEEDS |
| BETHANY CENTER | |||||
| P O BOX 224 | PIQUA | OH | 45356 | $6,600 | BASIC NEEDS |
| CHILDREN'S INTL SUMMER VILLAGES | |||||
| PO BOX 836 | TROY | OH | 45373 | $6,200 | YOUTH EDUCATION |
| EDISON FOUNDATION | |||||
| 1973 EDISON DRIVE | PIQUA | OH | 45356 | $7,667 | EDUCATION |
| FOOD FOR THE POOR | |||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | $8,400 | HOUSING NEEDS |
| FRIENDS OF MAIN STREET | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | $10,500 | COMMUNITY NEEDS |
| HEALTH PARTNERS | |||||
| 1300 N CO RD 25-A | TROY | OH | 45356 | $6,638 | HEALTH SERVICES |
| LEHMAN CATHOLIC HIGH SCHOOL | |||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | $18,732 | EDUCATION |
| OSU VETERINARY MEDICINE | |||||
| 1900 COFFEY RD | COLUMBUS | OH | 43210 | $12,000 | EDUCATION |
| PIQUA AREA UNITED WAY | |||||
| 326 N WAYNE STREET | PIQUA | OH | 45356 | $34,850 | COMMUNITY NEEDS |
| PIQUA CITY SCHOOLS | |||||
| 719 E ASH STREET | PIQUA | OH | 45356 | $15,859 | EDUCATION |
| PIQUA EDUCATION FOUNDATION | |||||
| 719 E ASH STREET | PIQUA | OH | 45356 | $37,400 | HIGHER EDUCATION |
| REHAB CENTER NEUROLOGICAL DEV | |||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | $7,373 | HEALTH AND WELLNESS |
| TROY FOUNDATION | |||||
| 216 W FRANKLIN ST | TROY | OH | 45373 | $15,100 | COMMUNITY NEEDS |
| SALVATION ARMY | |||||
| 129 S WAYNE STREET | PIQUA | OH | 45356 | $10,200 | COMMUNITY NEEDS |
| ST PAUL'S E&R CHURCH | |||||
| 500 N DOWNING STREET | PIQUA | OH | 45356 | $10,000 | RELIGIOUS |
| U OF PENN VETERINARY MEDICINE | |||||
| 382 W STREET ROAD | KENNETT SQUARE | PA | 19348 | $10,000 | EDUCATION |
| UPPER VALLEY CAREER CENTER | |||||
| 8811 CAREER DRIVE | PIQUA | OH | 45356 | $6,995 | EDUCATION |
| VARIOUS | |||||
| VARIOUS | PIQUA | OH | 45356 | $9,581 | VARIOUS |
| PERSONAL GIFTING ACCOUNTS | |||||
| VARIOUS | PIQUA | OH | 45356 | $92,795 | VARIOUS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 59 | RecipientCnt |
| Cash Grant | $120,500 | CashGrantAmt |
| Valuation Method Used | CASH PAID | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS OF GRANTS ARE REQUIRED TO SUBMIT A REPORT IN WRITING TO THE FOUNDATION TO SHOW THAT THEY USED THE GRANT FOR THE INTENDED PURPOSE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S WENDELN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE | RelationshipDescriptionTxt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | KAREN WENDELN IS CONSIDERED AN INTERESTED PERSON FOR PURPOSES OF SCHEDULE L, PART IV, SINCE SHE IS COMPENSATED BY THE ORGANIZATION OF WHICH HER HUSBAND, TONY WENDELN IS A MEMBER OF THE BOARD OF DIRECTORS. BOARD MEMBER TONY WENDELN ABSTAINS FROM VOTING ON ALL MATTERS RELATED TO KAREN WENDELN'S COMPENSATION. FURTHER DISCLOSURE IS PROVIDED ON SCHEDULE O. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,831 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | UNITY NATIONAL BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | KAREN WENDELN TONY WENDELN EXE DIRECTOR DIRECTOR SPOUSE |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR FOR ACCURACY AND IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE FROM THE EXECUTIVE DIRECTOR UPON REQUEST. FINANCIAL STATEMENTS ARE PRINTED ANNUALLY IN THE FOUNDATION NEWSLETTER AND MAILED TO ALL CONTRIBUTORS AND GRANT RECIPIENTS. |