STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRANDVIEW FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GRANDVIEW FOUNDATION (EIN 31-1649591)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349302764
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T09:51:00-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12000 W DOROTHY LNAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45439ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311649591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRANDVIEW FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGRANBusinessNameControlTxt
Phone9377233358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GRAND AVENUEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45405ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY FACKELPersonNm
Person TitleVP OF DEVELOPMENTPersonTitleTxt
Phone9377233358PhoneNum
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN O CRIMPreparerPersonNm
PTINP00368385PTIN
Phone9372980201PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLY FACKELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GRAND AVENUEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45405ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$14,900,268GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GRANDVIEWFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION WILL BE COMMITTED TO EDUCATION THAT SUPPORTS THE UNIQUE OSTEOPATHIC APPROACH TO HEALTHCARE, CONSISTENT WITH THE LEGACY OF ADVENTIST HEALTHCARE; THE DELIVERY OF HIGH QUALITY MEDICAL SERVICES TO IMPROVE THE LIVES OF THE PEOPLE OF OUR COMMUNITY; AND RESEARCH TO PROMOTE THESE AREAS.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,025,383PYContributionsGrantsAmt
CY Contributions Grants$893,502CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,264,507PYInvestmentIncomeAmt
CY Investment Income$2,581,382CYInvestmentIncomeAmt
PY Other Revenue$401PYOtherRevenueAmt
CY Other Revenue$19,257CYOtherRevenueAmt
PY Total Revenue$2,290,291PYTotalRevenueAmt
CY Total Revenue$3,494,141CYTotalRevenueAmt
PY Grants And Similar Paid$2,216,464PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,410,329CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$305,750PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$403,254CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$80,105CYTotalFundraisingExpenseAmt
PY Other Expenses$315,736PYOtherExpensesAmt
CY Other Expenses$315,626CYOtherExpensesAmt
PY Total Expenses$2,837,950PYTotalExpensesAmt
CY Total Expenses$2,129,209CYTotalExpensesAmt
PY Revenues Less Expenses-$547,659PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,364,932CYRevenuesLessExpensesAmt
Total Assets BOY$26,855,833TotalAssetsBOYAmt
Total Assets EOY$31,005,677TotalAssetsEOYAmt
Total Liabilities BOY$339,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$229,830TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,516,143NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,775,847NetAssetsOrFundBalancesEOYAmt
MissionTHE GRANDVIEW FOUNDATION OPERATES FOR THE BENEFIT AND SUPPORT OF GRADUATE OSTEOPATHIC MEDICAL EDUCATION AND IS DEDICATED TO RAISING FUNDS FOR PROGRAMS, EQUIPMENT, AND FACILITIES THAT IMPROVE THE QUALITY OF HEALTHCARE PROVIDED AT GRANDVIEW AND SOUTHVIEW HOSPITALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,626,900ExpenseAmt
Grant$1,410,329GrantAmt
DescTHE FOUNDATION SUPPORTS ADVANCED OSTEOPATHIC MEDICAL GRADUATE TRAINING AT GRANDVIEW AND SOUTHVIEW HOSPITALS, ENSURING THE CONTINUED PRACTICE OF THE OSTEOPATHIC APPROACH TO MEDICINE. THE FOUNDATION ALSO SUPPORTS PROGRAMS THAT PROMOTE HEALTHCARE AND WELLNESS EDUCATION TO THOSE IN THE COMMUNITY WHO ARE IN NEED. THE FOUNDATION IS A MAJOR CONTRIBUTOR TO THE CASSANO HEALTH CENTER.Desc
Total Program Service Expenses$1,626,900TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAMMY DARNELLBusinessNameLine1
FieldValueIRS element (for citing)
Phone9377233358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GRAND AVENUEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45405ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KENNETH PUGAR
CHAIR1.00Yes (X)Yes (X)$0$0$0
RICHARD HAAS
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JOHN SEFTON
TREASURER1.00Yes (X)Yes (X)$0$0$0
TODD ANDERSON
TRUSTEE0.10Yes (X)$0$0$0
H BRENT BAMBERGER
TRUSTEE0.10Yes (X)$0$0$0
DOUG CLINE
TRUSTEE0.10Yes (X)$0$0$0
MICHAEL ELROD
TRUSTEE0.10Yes (X)$0$0$0
MARK FORNES
TRUSTEE0.10Yes (X)$0$0$0
PERCY FRASIER
TRUSTEE0.10Yes (X)$0$0$0
RICHARD GUMP
TRUSTEE0.10Yes (X)$0$0$0
TERESA HUBER
TRUSTEE0.10Yes (X)$0$0$0
FRED MANCHUR
TRUSTEE0.10Yes (X)$0$0$0
JARROD MCNAUGHTON
TRUSTEE0.10Yes (X)$0$0$0
WILLIAM MEYERS
TRUSTEE0.10Yes (X)$0$0$0
CAROLINE PETERSON
TRUSTEE0.10Yes (X)$0$0$0
MARY RIECK
TRUSTEE0.10Yes (X)$0$0$0
GREGGORY VOLK
TRUSTEE0.10Yes (X)$0$0$0
RUSS WETHERELL
TRUSTEE0.10Yes (X)$0$0$0
KELLY FACKEL
VP DEVELOPMENT/SECRETARY40.00Yes (X)$0$270,986$15,417
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$270,986TotReportableCompRltdOrgAmt
Total Other Compensation$15,417TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$131,679FundraisingAmt
All Other Contributions$761,823AllOtherContributionsAmt
Total Contributions$893,502TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,886TotalRevenueColumnAmt
Exclusion$318,886ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,626,550SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,364,054SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,262,496SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,262,496TotalRevenueColumnAmt
Exclusion$2,262,496ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$61,330FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$131,679ContriRptFundraisingEventAmt
Fundraising Direct Expenses$42,073FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,257TotalRevenueColumnAmt
Exclusion$19,257ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,494,141TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,600,639ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,410,329TotalAmt
Program Services$1,410,329ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$286,403TotalAmt
Program Services$85,920ProgramServicesAmt
Management And General$143,202ManagementAndGeneralAmt
Fundraising$57,281FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,851TotalAmt
Program Services$93,481ProgramServicesAmt
Management And General$11,685ManagementAndGeneralAmt
Fundraising$11,685FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,846TotalAmt
Program Services$10,950ProgramServicesAmt
Management And General$5,896ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Management And General$450ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,706TotalAmt
Management And General$17,706ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$235,986TotalAmt
Management And General$235,986ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49TotalAmt
Program Services$39ProgramServicesAmt
Management And General$5ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,405TotalAmt
Fundraising$2,405FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,567TotalAmt
Program Services$4,453ProgramServicesAmt
Management And General$557ManagementAndGeneralAmt
Fundraising$557FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,264TotalAmt
Program Services$9,012ProgramServicesAmt
Management And General$1,126ManagementAndGeneralAmt
Fundraising$1,126FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$417TotalAmt
Program Services$333ProgramServicesAmt
Management And General$42ManagementAndGeneralAmt
Fundraising$42FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,098TotalAmt
Program Services$3,278ProgramServicesAmt
Management And General$410ManagementAndGeneralAmt
Fundraising$410FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$17,399$6,354$4,795$6,250
HOSPITALITY$3,108$2,486$311$311
MEMBERSHIP$331$265$33$33

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,129,209TotalAmt
Program Services$1,626,900ProgramServicesAmt
Management And General$422,204ManagementAndGeneralAmt
Fundraising$80,105FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$209,815BOYAmt
EOY$194,659EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$454,591BOYAmt
EOY$495,531EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,542BOYAmt
EOY$9,035EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,982,066BOYAmt
EOY$24,489,238EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,204,819BOYAmt
EOY$5,817,214EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,855,833BOYAmt
EOY$31,005,677EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$181,623BOYAmt
EOY$93,860EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$158,067BOYAmt
EOY$135,970EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$339,690BOYAmt
EOY$229,830EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,232,936BOYAmt
EOY$27,425,074EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,283,207BOYAmt
EOY$3,350,773EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,516,143BOYAmt
EOY$30,775,847EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,855,833BOYAmt
EOY$31,005,677EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,364,932ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,894,772NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupportSupportAmt
DAYTON OSTEOPATHIC HOSPITAL
3105641213Yes (1)$1,410,329
KETTERING MEDICAL CENTER
3106218663Yes (1)$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$1,410,329SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,543,692BeginningYearBalanceAmt
Contributions$1,846,860ContributionsAmt
Other Expenditures$1,844,772OtherExpendituresAmt
Administrative Expenses$3,283,207AdministrativeExpensesAmt
End Year Balance$1,262,573EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,148,181BeginningYearBalanceAmt
Contributions$1,563,196ContributionsAmt
Other Expenditures$2,167,685OtherExpendituresAmt
End Year Balance$4,543,692EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,156,476BeginningYearBalanceAmt
Contributions$1,524,412ContributionsAmt
Other Expenditures$1,532,707OtherExpendituresAmt
End Year Balance$5,148,181EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,075,735BeginningYearBalanceAmt
Contributions$1,648,220ContributionsAmt
Other Expenditures$1,567,479OtherExpendituresAmt
End Year Balance$5,156,476EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,185,410BeginningYearBalanceAmt
Contributions$3,611,427ContributionsAmt
Other Expenditures$2,721,102OtherExpendituresAmt
End Year Balance$5,075,735EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$5,817,214BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,817,214TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,388,913TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,894,772NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,894,772RevenueNotReportedAmt
Revenue Subtotal$3,494,141RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,494,141TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,129,209TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,129,209ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,129,209TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE FOUNDATION HOLDS CERTAIN FUNDS FOR UNRELATED ORGANIZATIOINS TO BE USED FOR SUPPORT OF OSTEOPATHIC MEDICINE, RELATED EVENTS, AND HEALTHCARE RELATED ACTIVITIES. THE FOUNDATION DOES NOT HAVE CONTROL OVER THE USE OF THESE FUNDS.
PART V, LINE 4:USES OF THE ENDOWMENT FUNDS ARE FOR SPECIFIC PROGRAMS THAT HAVE APPLIED FOR AND RECEIVED GRANT FUNDS OR HAVE COLLECTED FUNDS FROM THE COMMUNITY TO BE USED FOR THAT SPECIFIC FUND'S MEDICAL PROGRAM.
PART X, LINE 2:FOOTNOTE FROM AUDITED FINANCIAL STATEMENTS FOR DECEMBER 31, 2013: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS A FOUNDATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FURTHER, THE FOUNDATION IS A SUPPORTING FOUNDATION DESCRIBED IN SECTION 509(A)(3) AND IS CLASSIFIED AS A TYPE I SUPPORTING FOUNDATION. HOWEVER, IF APPLICABLE, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. WITH FEW EXCEPTIONS, THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2010.
SCHEDULE D, PART V, LINE 1F, COLUMN ARECLASSIFICATION OF TEMPORARILY RESTRICTED NET ASSETS NOT CONSIDERED "ENDOWMENT"

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$5,817,214RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$5,817,214SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$5,817,214TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1EAGLE SEEKERS GOLF OUTINGNameOfEvent1Amt
Gross Receipts Event1$193,009GrossReceiptsEvent1Amt
Charitable Contri Event1$131,679CharitableContriEvent1Amt
Gross Revenue Event1$61,330GrossRevenueEvent1Amt
Non Cash Prizes Event1$12,490NonCashPrizesEvent1Amt
Rent Facility Costs Event1$12,136RentFacilityCostsEvent1Amt
Food And Beverage Event1$6,744FoodAndBeverageEvent1Amt
Entertainment Event1$1,050EntertainmentEvent1Amt
Other Direct Expenses Event1$9,653OtherDirectExpensesEvent1Amt
Gross Receipts Total$193,009GrossReceiptsTotalAmt
Charitable Contributions Tot$131,679CharitableContributionsTotAmt
Gross Revenue Total Events$61,330GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,490NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$12,136RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,744FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,050EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$9,653OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$42,073DirectExpenseSummaryEventsAmt
Net Income Summary$19,257NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAYTON OSTEOPATHIC HOSPITALBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 GRAND AVEAddressLine1
CityDAYTONCity
StateOHState
ZIP Code45405ZIPCode
FieldValueIRS element (for citing)
Recipient EIN310564121RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,410,329CashGrantAmt
Purpose Of GrantSUPPORTPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationAS A TAX EXEMPT 501(C)(3) ORGANIZATION, THE FOUNDATION MAKES ALL GRANTS TO DAYTON OSTEOPATHIC HOSPITAL DBA GRANDVIEW HOSPITAL. INTERNAL RECORDS DOCUMENT DONOR INTENT FOR FUND DISTRIBUTION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKELLY FACKELPersonNm
TitleVP DEVELOPMENT/SECRETARYTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$163,528CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$28,373BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$79,085OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$8,340DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$7,077NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$286,403TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$56,568CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST STATEMENT IS UPDATED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION OF CEO'S, EXECUTIVE DIRECTORS, OFFICERS, AND KEY EMPLOYEES IS TO HAVE AN INDEPENDENT BOARD APPROVE THE COMPENSATION. THE COMPENSATION IS DETERMINED TO BE REASONABLE COMPARED TO INDEPENDENT COMPARABILITY DATA. THE APPROVAL OF THE AMOUNT IS DOCUMENTED IN THE MINUTES WITHIN THE APPROPRIATE TIMEFRAME. AT YEAR END, THE ORGANIZATION REVIEWS EXECUTIVE COMPENSATION BY COMPARING THE AMOUNTS APPROVED TO THE AMOUNTS THAT HAVE BEEN PAID.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
DAYTON OSTEOPATHIC HOSPITAL
2110 LEITER ROADMIAMISBURGOH45342310564121HOSPITALOH501(C)(3)LINE 3N/A0
KETTERING ADVENTIST HEALTHCARE
2110 LEITER ROADMIAMISBURGOH45342311051688MANAGEMENTOH501(C)(3)LINE 11A, IN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1DAYTON OSTEOPATHIC HOSPITAL DBA GRANDVIEW HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,410,329InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt