MIDDLETOWN COMMUNITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLETOWN COMMUNITY FOUNDATION (EIN 31-0898380)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202523049349301457
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T10:41:32-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311452851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENSON AND WARNER INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 UNIVERSITY BLVD STE E | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 450113300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310898380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDLETOWN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 5134247369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH MAIN STREET | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH NATHAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5134247369 | PhoneNum |
| Signature | 2025-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY F WARNER II CPA | PreparerPersonNm |
| PTIN | P01348894 | PTIN |
| Phone | 5138688600 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH NATHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MAIN STREET | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,819,656 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $597,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,168,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $80,149 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $89,922 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,515,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,558,403 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,103 | PYOtherRevenueAmt |
| CY Other Revenue | $2,750 | CYOtherRevenueAmt |
| PY Total Revenue | $2,196,744 | PYTotalRevenueAmt |
| CY Total Revenue | $8,819,656 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,047,840 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,687,944 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $299,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $328,773 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,033 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $343,109 | PYOtherExpensesAmt |
| CY Other Expenses | $294,453 | CYOtherExpensesAmt |
| PY Total Expenses | $2,690,393 | PYTotalExpensesAmt |
| CY Total Expenses | $2,311,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$493,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,508,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,685,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,144,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,497,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,369,399 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,188,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,775,593 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,430,089 | ExpenseAmt |
| Grant | $1,334,913 | GrantAmt |
| Revenue | $74,557 | RevenueAmt |
| Desc | RECEIVE, MANAGE AND DISTRIBUTE CHARITABLE GIFTS ON BEHALF OF DONORS TO SUPPORT LOCAL CHARITIES; SUPPORT COMMUNITY PROGRAMS AND PROJECTS WITH CHARITABLE GRANTS; TEACH PHILANTROPHY TO TEENAGE MEMBERS OF THE YOUTH ADVISORY COUNCIL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $353,031 | ExpenseAmt |
| Grant | $353,031 | GrantAmt |
| Revenue | $15,365 | RevenueAmt |
| Desc | AWARD SCHOLARSHIPS AND ACADEMIC AWARDS TO HIGH SCHOOL STUDENTS AND ADULTS RETURNING TO COLLEGE. THE ORGANIZATION GRANTED 261 SCHOLARSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,783,120 | 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 | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH NATHAN | PersonNm |
| Phone | 5134247369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MAIN STREET | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SARAH NATHAN | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $148,616 | $0 | $18,165 | |
| KING AMY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERHART ANGELA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MORGAN BEN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BROCKMAN BETH | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HURST BETH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| HURLEY DUSTIN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| YAUCH ELIZABETH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBIASI FRED | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BURTON JAKE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ZOLLETT JARED | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GRAFT JON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WOURMS KATHLEEN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NICHOLS MARCOS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CASEY MOIRA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| COHEN NEIL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARDS PATRICK | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MILLER SHANE | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| HIGHTOWER STEPHEN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NEELEY TRICIA | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,616 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $18,165 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $81,601 | MembershipDuesAmt |
| All Other Contributions | $1,086,980 | AllOtherContributionsAmt |
| Total Contributions | $1,168,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADM FEES FOR AGENCY ACCOUNTS | $74,557 | $74,557 |
| SCHOLARSHIP FEES | $15,365 | $15,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $89,922 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $908,160 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $908,160 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,650,243 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,650,243 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,650,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,650,243 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ANNUAL MEETING | $3,506 | $3,506 |
| INSURANCE INCOME (LOSS) | -$756 | -$756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,750 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,819,656 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,648,325 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,750 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,334,913 | TotalAmt |
| Program Services | $1,334,913 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,031 | TotalAmt |
| Program Services | $353,031 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,781 | TotalAmt |
| Program Services | $33,356 | ProgramServicesAmt |
| Management And General | $100,069 | ManagementAndGeneralAmt |
| Fundraising | $33,356 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,976 | TotalAmt |
| Program Services | $25,396 | ProgramServicesAmt |
| Management And General | $76,185 | ManagementAndGeneralAmt |
| Fundraising | $25,395 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,084 | TotalAmt |
| Program Services | $1,217 | ProgramServicesAmt |
| Management And General | $3,650 | ManagementAndGeneralAmt |
| Fundraising | $1,217 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,023 | TotalAmt |
| Program Services | $1,605 | ProgramServicesAmt |
| Management And General | $4,814 | ManagementAndGeneralAmt |
| Fundraising | $1,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,909 | TotalAmt |
| Program Services | $4,182 | ProgramServicesAmt |
| Management And General | $12,545 | ManagementAndGeneralAmt |
| Fundraising | $4,182 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,284 | TotalAmt |
| Management And General | $2,284 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,600 | TotalAmt |
| Management And General | $14,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,222 | TotalAmt |
| Management And General | $106,222 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,344 | TotalAmt |
| Program Services | $1,455 | ProgramServicesAmt |
| Management And General | $10,434 | ManagementAndGeneralAmt |
| Fundraising | $1,455 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,251 | TotalAmt |
| Program Services | $132 | ProgramServicesAmt |
| Management And General | $6,493 | ManagementAndGeneralAmt |
| Fundraising | $6,626 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,829 | TotalAmt |
| Program Services | $12,259 | ProgramServicesAmt |
| Management And General | $29,308 | ManagementAndGeneralAmt |
| Fundraising | $12,262 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,439 | TotalAmt |
| Program Services | $11,859 | ProgramServicesAmt |
| Management And General | $23,720 | ManagementAndGeneralAmt |
| Fundraising | $11,860 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,545 | TotalAmt |
| Program Services | $920 | ProgramServicesAmt |
| Management And General | $7,704 | ManagementAndGeneralAmt |
| Fundraising | $921 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,398 | TotalAmt |
| Program Services | $679 | ProgramServicesAmt |
| Management And General | $680 | ManagementAndGeneralAmt |
| Fundraising | $2,039 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,581 | TotalAmt |
| Program Services | $2,116 | ProgramServicesAmt |
| Management And General | $6,349 | ManagementAndGeneralAmt |
| Fundraising | $2,116 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MISCELLANEOUS | $9,997 | $9,997 |
| MEMBERSHIPS/ PUBLICATIONS | $5,310 | $5,310 |
| PROGRAM EXPENSES | $3,241 | $3,241 |
| BANK CHARGES AND FEES | $1,412 | $1,412 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,170 | TotalAmt |
| Program Services | $1,783,120 | ProgramServicesAmt |
| Management And General | $425,017 | ManagementAndGeneralAmt |
| Fundraising | $103,033 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,574 | BOYAmt |
| EOY | $675,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,549 | BOYAmt |
| EOY | $151 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,979,706 | BOYAmt |
| EOY | $43,270,576 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,971 | BOYAmt |
| EOY | $198,742 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,685,800 | BOYAmt |
| EOY | $44,144,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,860 | BOYAmt |
| EOY | $4,753 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,421,269 | BOYAmt |
| EOY | $7,335,018 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,101 | BOYAmt |
| EOY | $28,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,497,555 | BOYAmt |
| EOY | $7,369,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,207,371 | BOYAmt |
| EOY | $15,807,288 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,980,874 | BOYAmt |
| EOY | $20,968,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,188,245 | BOYAmt |
| EOY | $36,775,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,685,800 | BOYAmt |
| EOY | $44,144,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,508,486 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,258,471 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $337,333 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,634,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,788,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,128,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,168,581 | CurrentTaxYearAmt |
| Total | $7,317,203 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,634,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,788,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,128,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,168,581 | CurrentTaxYearAmt |
| Total | $7,317,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,979,562 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,337,641 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,506 | CurrentTaxYearAmt |
| Total | $2,506 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$756 | CurrentTaxYearAmt |
| Total | $16,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,335,950 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,433,820 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47750 | 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 | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 16,997 | 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 | 37 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $457,556 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $246,043 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,894,216 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,995,438 | BeginningYearBalanceAmt |
| Contributions | $255,098 | ContributionsAmt |
| Investment Earnings Or Losses | $2,555,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $565,343 | GrantsOrScholarshipsAmt |
| Other Expenditures | $214,019 | OtherExpendituresAmt |
| Administrative Expenses | $428,131 | AdministrativeExpensesAmt |
| End Year Balance | $28,598,532 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,317,946 | BeginningYearBalanceAmt |
| Contributions | $217,146 | ContributionsAmt |
| Investment Earnings Or Losses | $2,482,371 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $603,190 | GrantsOrScholarshipsAmt |
| Other Expenditures | $994,757 | OtherExpendituresAmt |
| Administrative Expenses | $424,078 | AdministrativeExpensesAmt |
| End Year Balance | $26,995,438 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,824,478 | BeginningYearBalanceAmt |
| Contributions | $235,687 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,193,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,816 | GrantsOrScholarshipsAmt |
| Other Expenditures | $344,739 | OtherExpendituresAmt |
| Administrative Expenses | $489,448 | AdministrativeExpensesAmt |
| End Year Balance | $26,317,946 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,979,170 | BeginningYearBalanceAmt |
| Contributions | $2,663,334 | ContributionsAmt |
| Investment Earnings Or Losses | $3,890,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,107,432 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,985 | OtherExpendituresAmt |
| Administrative Expenses | $529,719 | AdministrativeExpensesAmt |
| End Year Balance | $31,824,478 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,441,622 | BeginningYearBalanceAmt |
| Contributions | $354,111 | ContributionsAmt |
| Investment Earnings Or Losses | $3,110,755 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,138,591 | GrantsOrScholarshipsAmt |
| Other Expenditures | $420,876 | OtherExpendituresAmt |
| Administrative Expenses | $367,851 | AdministrativeExpensesAmt |
| End Year Balance | $26,979,170 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35360 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.64640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,783 | DepreciationAmt |
| Book Value | $151 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $151 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES - OPEARTING LEASES | Desc |
| Amt | $28,628 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,628 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE FOUNDATION REPORTS THE ASSETS DONATED BY AND HELD FOR THE BENEFIT OF OTHER EXEMPT ORGANIZATIONS AS A LIABILITY ON THE BALANCE SHEET. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TO FUND PROJECTS, PROGRAMS AND SCHOLARSHIPS THAT BENEFIT EDUCATION, THE ARTS AND HUMAN NEEDS OF THE COMMUNITY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 3 R DEVELOPMENT | |||||||
| 1224 ELM ST | MIDDLETOWN | OH | 45044 | 264377776 | $13,100 | ||
| 5 PANES Y 2 PECES | |||||||
| 1735 S UNIVERSITY BLVD | MIDDLETOWN | OH | 45044 | 862859508 | $10,000 | ||
| ABILITIES FIRST FOUNDATION | |||||||
| 4710 TIMBER TRAIL DR | MIDDLETOWN | OH | 45044 | 310620685 | $14,800 | ABILITIES FIRST FOUNDATION | 4710 TIMBER TRAIL DR |
| ADOPT A CLASS FOUNDATION | |||||||
| 3080 EXPLORATION AVE | CINCINNATI | OH | 45206 | 202587299 | $10,000 | ||
| ADATH ISRAEL CONGREGATOIN | |||||||
| 3201 EAST GALBRAITH RD | CINCINNATI | OH | 45236 | 310537489 | $6,000 | ||
| AIR FORCE ROTC - MIAMI UNIVERSITY | |||||||
| 50 MILLETT HALL | OXFORD | OH | 45056 | 316402089 | $9,670 | ||
| AMERICAN RED CROSS MIAMI VALLEY | |||||||
| 370 WEST 1ST STREET | DAYTON | OH | 45402 | 530196605 | $10,000 | ||
| ART CENTRAL FOUNDATION INC | |||||||
| 4 N MAIN ST | MIDDLETOWN | OH | 45042 | 223935131 | $16,350 | ||
| ATRIUM MEDICAL CENTER FOUNDATION | |||||||
| ONE MEDICAL CENTER DR | MIDDLETOWN | OH | 45005 | 311079213 | $59,860 | ||
| BIG BROTHERSBIG SISTERS- BUTLER CO | |||||||
| 1755 S ERIE | HAMILTON | OH | 45011 | 310846147 | $8,000 | BIG BROTHERS/BIG SISTERS- BUTLER CO | STE D |
| BUTLER COUNTY EDUCATIONAL SERVICES | |||||||
| 400 NORTH ERIE BLVD | HAMILTON | OH | 45011 | 310852952 | $207,000 | ||
| BUTLER COUNTY UNITED WAY | |||||||
| 323 N 3RD ST | HAMILTON | OH | 45011 | 310734490 | $22,029 | ||
| BUTLER TECH - ADULT EDUCATION | |||||||
| 101 JERRY COUCH BLVD | MIDDLETOWN | OH | 45044 | $15,643 | |||
| CATHOLIC CHARITIES SOUTHWESTERN | |||||||
| 7162 READING ROAD | CINCINNATI | OH | 45237 | 310536968 | $10,000 | OHIO | SUITE 600 |
| CIVIL AIR PATROL | |||||||
| 1700 RUN WAY | MIDDLETOWN | OH | 45042 | 756037853 | $8,000 | ||
| COMMUNITY BUILDING INSITITUTE | |||||||
| 800 LAFAYETTE AVE | MIDDLETOWN | OH | 45044 | 465205808 | $6,750 | ||
| COMMUNITY PREGNANCY CENTER | |||||||
| 3717 ROOSEVELT BLVD | MIDDLETOWN | OH | 45044 | 311149133 | $15,000 | ||
| COMPREHENSIVE COMMUNITY CHILD CARE | |||||||
| 2100 SHERMAN AVE | CINCINNATI | OH | 45212 | 310823634 | $10,000 | ||
| CORNERSTONE METHODIST CHURCH | |||||||
| 7600 PRINCETON-GLENDALE RD | WEST CHESTER | OH | 45011 | $5,700 | |||
| DOWNTOWN MIDDLETOWN INC | |||||||
| 1050 CENTRAL AVE | MIDDLETOWN | OH | 45044 | 452507428 | $21,080 | ||
| FAMILY SERVICES OF MIDDLETOWN | |||||||
| 555 N VERITY PKWY | MIDDLETOWN | OH | 45044 | 311023843 | $12,500 | FAMILY SERVICES OF MIDDLETOWN | |
| FEED THE HUNGRY | |||||||
| PO BOX 1657 | MIDDLETOWN | OH | 45044 | 311236547 | $12,000 | ||
| FIRST PRESBYTERIAN CHURCH | |||||||
| 2910 CENTRAL AVE | MIDDLETOWN | OH | 45044 | $18,435 | FIRST PRESBYTERIAN CHURCH | ||
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80995 | 953188150 | $15,000 | ||
| FRANKLIN CITY SCHOOLS | |||||||
| 754 EAST 4TH STREET | FRANKLIN | OH | 45005 | 316000802 | $10,000 | ||
| FRANKLIN HISTORICAL SOCIETY | |||||||
| 302 PARK AVENUE | FRANKLIN | OH | 45005 | 237164805 | $10,000 | ||
| GREAT MIAMI VALLEY YMCA | |||||||
| PO BOX 235 | HAMILTON | OH | 45012 | 310536719 | $7,000 | ||
| HOLIDAY WHOPLA INC | |||||||
| 701 UNIVERSITY BLVD | MIDDLETOWN | OH | 45042 | 882914096 | $12,950 | ||
| HOSPICE CARE OF MIDDLETOWN | |||||||
| 4418 LEWIS STREET | MIDDLETOWN | OH | 45044 | 713131974 | $8,581 | ||
| HOSPICE OF WARREN & BUTLER COUNTY | |||||||
| 324 WILMINGTON AVE | DAYTON | OH | 45420 | 311769696 | $22,345 | ||
| INSPIRATION STUDIOS | |||||||
| 140 HIGH ST | HAMILTON | OH | 45011 | 851024537 | $10,000 | ||
| JUNIOR ACHIEVEMENT - MIDDLETOWN | |||||||
| 1050 CENTRAL AVE | MIDDLETOWN | OH | 45044 | 316050625 | $12,610 | ||
| LEAD TRAINING | |||||||
| 5325 DEERFIELD BLVD | MASON | OH | 45050 | 830909806 | $7,500 | ||
| MADISON BOARD OF EDUCATION | |||||||
| 1324 MIDDLETOWN-EATON RD | MIDDLETOWN | OH | 45042 | 316000863 | $32,450 | ||
| MANY-MIDDLETOWN AREA NEEDIEST YOUTH | |||||||
| 1337 BARTON LANE | LEBANON | OH | 45036 | 237228228 | $13,369 | ||
| MIAMI UNIVERSITY | |||||||
| 301 SOUTH CAMPUS AVE | OXFORD | OH | 45056 | 316402089 | $122,841 | ||
| MIDDIE WAY YOUTH BASEBALL | |||||||
| 2901 ARBOR POINTE DR | MIDDLETOWN | OH | 45042 | 231688231 | $13,700 | ||
| MIDDLETOWN ARTS CENTER | |||||||
| 130 N VERITY PKWY | MIDDLETOWN | OH | 45042 | 316014837 | $26,279 | ||
| MIDDLETOWN AREA CHAMBER FNDN | |||||||
| 1505 S BREIEL BLVD | MIDDLETOWN | OH | 45044 | 237249021 | $35,000 | ||
| MIDDLETOWN AREA YMCA | |||||||
| 1020 MANCHESTER AVE | MIDDLETOWN | OH | 45042 | 310536719 | $9,984 | ||
| MIDDLETOWN CITY SCHOOLS | |||||||
| 1 DONHAM PLAZA FOURTH FLOOR | MIDDLETOWN | OH | 45042 | 316000879 | $31,430 | ||
| MIDDLETOWN LYRIC THEATRE | |||||||
| PO BOX 1656 | MIDDLETOWN | OH | 45042 | 310945773 | $6,965 | ||
| MONROE BOARD OF EDUCATION | |||||||
| 500 YANKEE ROAD | MONROE | OH | 45050 | $7,300 | MONROE BOARD OF EDUCATION | ||
| MONROE UNITED METHODIST CHURCH | |||||||
| 206 EAST AVENUE | MONROE | OH | 45050 | 311106352 | $6,000 | ||
| MOUNT PLEASANT LIFE CARE FUND | |||||||
| 9200 WORTHINGTON RD | WESTERVILLE | OH | 43082 | 311166164 | $36,138 | ||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | 311145986 | $13,364 | ||
| PARACHUTE OF BUTLER COUNTY | |||||||
| 284 N FAIR AVE | HAMILTON | OH | 45011 | 311230170 | $5,250 | ||
| PEOPLE WORKING COOPERATIVELY | |||||||
| 4612 PADDOCK RD | CINCINNATI | OH | 45229 | 310859104 | $25,000 | ||
| PERFORMING ARTS ACADEMY | |||||||
| 4400 LEWIS ST | MIDDLETOWN | OH | 45044 | 261914415 | $8,800 | ||
| SAFETY COUNCIL OF SOUTHWEST OHIO | |||||||
| 1050 CENTRAL AVE | MIDDLETOWN | OH | 45044 | 311039512 | $7,000 | SUITE 2500 | |
| SALVATION ARMY-MIDDLETOWN | |||||||
| 1914 FIRST AVE | MIDDLETOWN | OH | 45044 | 222406433 | $14,234 | ||
| STARFIRE | |||||||
| 1682 EAST SEYMOUR AVE | CINCINNATI | OH | 45237 | 311372822 | $15,500 | ||
| SORG OPERA REVITALIZATION GROUP | |||||||
| 63 S MAIN ST | MIDDLETOWN | OH | 45044 | 461115114 | $32,500 | ||
| ST VINCENT DEPAUL | |||||||
| 201 CLARK STREET | MIDDLETOWN | OH | 45042 | 263159833 | $17,000 | ||
| ST PAUL'S UNITED CHURCH OF CHRIST | |||||||
| 114 S BROAD STREET | MIDDLETOWN | OH | 45044 | $7,984 | 114 S BROAD STREET | ||
| SUPPORT TO ENCOURAGE LOW INCOME FAM | |||||||
| 415 S MONUEMENT AVE | HAMILTON | OH | 45011 | 311445223 | $8,500 | ||
| THE MIDDLETOWN KIWANIS FOUNDATION | |||||||
| PO BOX 432 | MIDDLETOWN | OH | 45042 | 311050170 | $5,500 | ||
| WHIIMS | |||||||
| 10 S HIGHVIEW RD | MIDDLETOWN | OH | 45044 | 562533051 | $8,400 | ||
| YOUNG LIFE (CAPERNAUM) - MIDDLETOWN | |||||||
| 5850 BOYMEL DR | FAIRFIELD | OH | 45014 | $7,500 | STE6 | ||
| YWCA OF HAMILTON | |||||||
| 1570 GRAND BLVD | HAMILTON | OH | 45011 | 310537167 | $16,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 223 | RecipientCnt |
| Cash Grant | $353,031 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES PROOF OF RECEIPT OF FUNDS. NINE MONTHS AFTER THE DISBURSEMENT OF FUNDS A WRITTEN OUTCOME REPORT IS REQUIRED. IF THE PROJECT HAS BEEN NOT COMPLETED A 6 MONTH EXTENSION TO SUBMIT A REPORT IS GRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH NATHAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $146,116 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $2,500 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $18,165 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $166,781 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | ALL BOARD AND VARIOUS COMMITTEE MEMBERS ARE VOLUNTEERS. ALSO, THE ORGANIZATION UTILIZES VOLUTEERS TO SELECT SCHOLARSHIP RECIPIENTS AND FOR VARIOUS OTHER ACTIVITIES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE TRUSTEES OF THE ORGANIZATION MUST ALSO BE MEMBERS OF THE ORGANIZATION. ALL MEMBERS MUST HAVE PAID MEMBERSHIP DUES FOR THE CURRENT CALENDAR YEAR IN ORDER TO ELECT THE BOARD OF TRUSTEES AT THEIR ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 7A | MEMBERS HOLD AN ANNUAL MEETING AT WHICH THEY ELECT TRUSTEES TO FILL TERMS STARTING IN THE NEW YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS SUBMITTED TO THE WHOLE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUAL DISCLOSURE FORM MUST BE SUBMITTED. EACH NEW SITUATION IS EVALUATED IN LIGHT OF THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION ANNUALLY. THE COMMITTEE USES COMPARABILITY DATA TO SET THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | RECLASSIFICATION OF AGENCY FUNDS 6,578 REDUCTION TO PROMISE TO GIVE ALLOWANCE 330,755 TOTAL 337,333 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH MAIN STREET SUITE 300 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204202021 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSBP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH MAIN STREET SUITE 300 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261653171 | EIN |
| Primary Activities | REAL EST | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501C2 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |