PIQUA COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA COMMUNITY FOUNDATION (EIN 31-1391908)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349300705
- Schema version
- 2013v3.0
- 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 | 2014-05-08T07:48:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311352849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY WELLS WENDELN & ROBINSON | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 NORTH WAYNE STREET | AddressLine1 |
| City | PIQUA | City |
| State | OH | State |
| ZIP Code | 453560613 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PIQUA | City |
| State | OH | State |
| ZIP Code | 45356 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S WENDELN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9376159080 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY WENDELN CPA | PreparerPersonNm |
| PTIN | P00090862 | PTIN |
| Phone | 9377736373 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL E GUTMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 910 | AddressLine1 |
| City | PIQUA | City |
| State | OH | State |
| ZIP Code | 45356 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,003,154 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 FOR PIQUA, OHIO | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $668,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $561,531 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $229,508 | PYInvestmentIncomeAmt |
| CY Investment Income | $395,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,594 | PYOtherRevenueAmt |
| CY Other Revenue | $14,900 | CYOtherRevenueAmt |
| PY Total Revenue | $911,874 | PYTotalRevenueAmt |
| CY Total Revenue | $972,228 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $724,026 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $561,551 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,687 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,318 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $65,738 | PYOtherExpensesAmt |
| CY Other Expenses | $70,363 | CYOtherExpensesAmt |
| PY Total Expenses | $823,451 | PYTotalExpensesAmt |
| CY Total Expenses | $667,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $88,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $304,996 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,030,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,251,331 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $91,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,939,106 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,052,971 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $186,381 | ExpenseAmt |
| Grant | $186,381 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION ASSISTED MANY ORGANIZATIONS. GRANTS WERE AWARDED IN AMOUNTS DETERMINED BY THE DISTRIBUTION COMMITTEE AND COMMITTEES COMPRISED BY DONORS OF DONOR ADVISED FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,500 | ExpenseAmt |
| Grant | $56,500 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE HIGH SCHOOL GRADUATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,932 | ExpenseAmt |
| Grant | $183,932 | GrantAmt |
| Desc | THE PIQUA COMMUNITY FOUNDATION APPROVED DISTRIBUTIONS TO ELIGIBLE CHARITIES UPON RECOMMENDATIONS FROM DONORS OF FUNDS TO PERSONAL GIFTING ACCOUNTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,738 | ExpenseAmt |
| Grant | $134,738 | GrantAmt |
| Desc | FOUNDATION RESTRICTED FUNDS APPROVED DISTRIBUTIONS TO VARIOUS CHARITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $134,738 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $134,738 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $561,551 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | 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 (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY WENDELN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9377736373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 N WAYNE ST P O BOX 613 | AddressLine1 |
| City | PIQUA | City |
| State | OH | State |
| ZIP Code | 45356 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DANIEL E RAMER | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NEILL H HAAS | ||||||
| SECY/TREAS. | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN S ALEXANDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL L BURKHARDT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| 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 | |
| MICHAEL E GUTMANN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE HULME | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY JOHNSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG W MULLENBROCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN M PATTEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACY P SCOTT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN K STALEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY WENDELN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P YANNUCCI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SNYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN S WENDELN | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $32,750 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $32,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $561,531 | AllOtherContributionsAmt |
| Noncash Contributions | $24,249 | NoncashContributionsAmt |
| Total Contributions | $561,531 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $226,386 | TotalRevenueColumnAmt |
| Exclusion | $226,386 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,197,762 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,028,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $169,411 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,411 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,475 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $2,575 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,900 | TotalRevenueColumnAmt |
| Exclusion | $14,900 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $972,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $241,286 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,051 | TotalAmt |
| Program Services | $505,051 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,500 | TotalAmt |
| Program Services | $56,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,750 | TotalAmt |
| Management And General | $32,750 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,568 | TotalAmt |
| Management And General | $2,568 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,750 | TotalAmt |
| Management And General | $8,750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,822 | TotalAmt |
| Management And General | $3,822 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,382 | TotalAmt |
| Management And General | $2,382 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| INVESTMENT MANAGEMENT | $49,836 | $49,836 |
| PRINTING AND POSTAGE | $3,588 | $3,588 |
| TELEPHONE | $1,785 | $1,785 |
| FILING FEES | $200 | $200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,232 | TotalAmt |
| Program Services | $561,551 | ProgramServicesAmt |
| Management And General | $105,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,890 | BOYAmt |
| EOY | $302,515 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,827 | BOYAmt |
| EOY | $511,640 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,405,513 | BOYAmt |
| EOY | $7,437,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,030,230 | BOYAmt |
| EOY | $8,251,331 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,124 | BOYAmt |
| EOY | $198,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,124 | BOYAmt |
| EOY | $198,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,347,821 | BOYAmt |
| EOY | $2,676,291 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,285 | BOYAmt |
| EOY | $5,376,680 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,939,106 | BOYAmt |
| EOY | $8,052,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,030,230 | BOYAmt |
| EOY | $8,251,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $304,996 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $808,869 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $512,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $858,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $668,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $561,531 | CurrentTaxYearAmt |
| Total | $2,997,775 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $512,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $858,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $668,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $561,531 | CurrentTaxYearAmt |
| Total | $2,997,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $854,798 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,142,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,386 | CurrentTaxYearAmt |
| Total | $834,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,831,864 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,606 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 17 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $442,903 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $371,636 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,376,681 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BONDS AND TREASURY NOTES | $128,351 | F |
| BOND FUNDS | $2,039,734 | F |
| EQUITY FUNDS | $3,181,374 | F |
| COMMON STOCKS | $646,945 | F |
| BENEFICIAL INTERESTS IN TRUSTS & LLC | $1,440,772 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,437,176 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $198,360 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $198,360 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CAKE AUCTION | NameOfEvent1Amt |
| Gross Receipts Event1 | $17,475 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $17,475 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,575 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,475 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $17,475 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,575 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,575 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,900 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| COVINGTON CHURCH OF CHRIST | |||||
| 115 N PEARL ST | COVINGTON | OH | 45318 | $9,800 | RELIGIOUS OUTREACH |
| REHAB CENTER FOR NEUROLOGICAL DEV | |||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | $16,050 | PHYSICAL/MENTAL HEALTH SERVICES |
| ST JAMES CHURCH | |||||
| 200 W HIGH ST | PIQUA | OH | 45356 | $11,040 | RELIGIOUS OUTREACH |
| PIQUA CATHOLIC SCHOOL | |||||
| 503 W NORTH ST | PIQUA | OH | 45356 | $6,770 | EDUCATION |
| PIQUA AREA UNITED WAY | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | $30,900 | COMMUNITY SERVICES |
| PIQUA CHAMBER FOUNDATION | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | $72,730 | COMMUNITY SERVICES |
| BARCLAY FRIENDS | |||||
| 700 N FRANKLIN ST | PIQUA | OH | 45356 | $5,000 | CHARITABLE |
| PIQUA CITY SCHOOLS | |||||
| 719 E ASH ST | PIQUA | OH | 45356 | $15,429 | EDUCATION |
| LEHMAN HIGH SCHOOL | |||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | $6,719 | EDUCATION |
| PIQUA EDUCATION FOUNDATION | |||||
| 719 E ASH ST | PIQUA | OH | 45356 | $6,200 | EDUCATION |
| MIAMI COUNTY DENTAL CLINIC | |||||
| 1364 W MAIN ST | TROY | OH | 45373 | $5,780 | MEDICAL |
| PIQUA SALVATION ARMY | |||||
| 129 S WAYNE ST | PIQUA | OH | 45356 | $6,500 | COMMUNITY OUTREACH |
| OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE | |||||
| 1900 COFFEY ROAD | COLUMBUS | OH | 43210 | $10,000 | EDUCATION AND RESEARCH |
| UNIVERSITY OF PENNSYLVANIA | |||||
| 382 W STREET ROAD | KENNETT SQUARE | PA | 19348 | $10,000 | VETERINARY MEDICINE |
| BETHANY CENTER | |||||
| 339 SOUTH STREET | PIQUA | OH | 45356 | $6,350 | COMMUNITY OUTREACH |
| WESTERN OHIO TV CONSORTIUM | |||||
| 1973 EDISON DR | PIQUA | OH | 45356 | $9,500 | COMMUNITY OUTREACH |
| MIAMI COUNTY YMCA | |||||
| 224 W HIGH ST | PIQUA | OH | 45356 | $7,740 | HEALTH |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED TO AREA COLLEGE STUDENTS | GrantTypeTxt |
| Recipient | 39 | RecipientCnt |
| Cash Grant | $56,500 | CashGrantAmt |
| Valuation Method Used | CASH PAID TO COLLEGE INSTITUTIONS | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TONY WENDELN CPA | |||
| ACCOUNTING, TAX & INVESTMENTS - CEO OF CPA FIRM | $8,750 | PROFESSIONAL AND INVESTMENT SERVICES | 0 |
| DANIEL E RAMER | |||
| INVESTMENTS - FIFTH THIRD BANK TRUST OFFICER | INVESTMENT SERVICES | 0 | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,249 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | UNITY NATIONAL BANK AND MAINSOURCE BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR, TONY WENDELN IS SPOUSE OF EXECUTIVE DIRECTOR KAREN S. WENDELN AND HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS A LOCAL CPA. DIRECTOR, DAN RAMER HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS AN OFFICER WITH A BANK TRUST COMPANY. DIRECTOR, STEVEN STALEY HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS IN HIS INSURANCE AGENCY. |
| FORM 990, PART VI, SECTION A, LINE 6 | TRUSTEES OF THE ORGANIZATION ARE QUALIFIED AS SUCH BY CONTRIBUTING $1,000. |
| FORM 990, PART VI, SECTION A, LINE 7A | TRUSTEES ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR FOR ACURACY AND IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. |
| FORM 990, PART VI, SECTION C, 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. |