2012-05-07T10:50:20-05:00 2011-12-31 311352849 MURRAY WELLS WENDELN & ROBINSON 326 NORTH WAYNE STREET PIQUA OH 453560613 990 2011-01-01 311391908 THE PIQUA COMMUNITY FOUNDATION PIQU 9376159080 P O BOX 226 PIQUA OH 45356 KAREN S WENDELN 9376159080 2012-04-27 1 TONY WENDELN P00090862 9377736373 2012-04-27 2011 2016-02-24 21:20:13Z DANIEL E RAMER 123 MARKET ST PIQUA OH 45356 4207051 0 X PIQUACOMMUNITYFOUNDATION.ORG X 1993 OH COMMUNITY FOUNDATION FOR PIQUA, OHIO 18 18 1 0 0 0 858958 395527 0 0 268741 442368 16507 10912 1144206 848807 971099 546999 0 0 30694 31867 0 0 0 59375 63600 1061168 642466 83038 206341 6675674 6435981 53792 23951 6621882 6412030 X TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. 0 0 297856 297856 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. FUNDS WERE COLLECTED AND DISBURSED TO THE CITY OF PIQUA FOR A MAJOR COMMUNITY PROJECT AND TO PIQUA HIGH SCHOOL FOR ANOTHER MAJOR COMMUNITY PROJECT. 65214 65214 THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE HIGH SCHOOL GRADUATES. 64481 64481 THE PIQUA COMMUNITY FOUNDATION APPROVED DISTRIBUTIONS TO ELIGIBLE CHARITIES UPON RECOMMENDATIONS FROM DONORS OF FUNDS TO PERSONAL GIFTING ACCOUNTS. 119448 119448 FOUNDATION RESTRICTED FUNDS APPROVED DISTRIBUTIONS TO VARIOUS CHARITIES. 119448 119448 546999 1 1 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 OH X TONY WENDELN 9377736373 326 N WAYNE ST P O BOX 613 PIQUA OH 45356 DANIEL E RAMER 1.00 X X 0 0 0 NEILL H HAAS 1.00 X X 0 0 0 JOHN S ALEXANDER 1.00 X 0 0 0 CHERYL L BURKHARDT 1.00 X 0 0 0 MIMI A CRAWFORD 1.00 X 0 0 0 DANIEL P FRENCH 1.00 X 0 0 0 L EDWARD FRY 1.00 X X 0 0 0 DAVID GALBREATH 1.00 X 0 0 0 MICHAEL E GUTMANN 1.00 X 0 0 0 CHRISTINE HULME 1.00 X 0 0 0 NANCY JOHNSTON 1.00 X 0 0 0 CRAIG W MULLENBROCK 1.00 X 0 0 0 KATHRYN M PATTEN 1.00 X 0 0 0 STACY P SCOTT 1.00 X 0 0 0 STEVEN K STALEY 1.00 X 0 0 0 TONY WENDELN 1.00 X 0 0 0 MICHAEL P YANNUCCI 1.00 X 0 0 0 KAREN S WENDELN 20.00 X 0 29510 0 0 29510 0 0 0 0 0 0 395527 30367 395527 175414 175414 3622093 3355139 266954 266954 266954 14017 3105 10912 10912 848807 266954 0 186326 481785 481785 65214 65214 29510 29510 2357 2357 8500 8500 2169 2169 2044 2044 INVESTMENT MANAGEMENT 46046 46046 PRINTING AND POSTAGE 3137 3137 TELEPHONE 1504 1504 FILING FEES 200 200 642466 546999 95467 0 137114 115244 320978 447808 14295 9760 6203287 5863169 6675674 6435981 53792 23951 53792 23951 X 2181271 2172249 4440611 4239781 6621882 6412030 6675674 6435981 X 206341 -416195 X 0 0 0 X 1256824 3491964 512987 858958 395527 6516260 1256824 3491964 512987 858958 395527 6516260 1169018 5347242 245853 193067 115255 144660 175414 874249 7390509 64569 0.72350 0.75270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 83457 249142 4239781 1 1 0 BONDS AND TREASURY NOTES 259254 F BOND FUNDS 1558210 F EQUITY FUNDS 2426669 F COMMON STOCKS 472331 F BENEFICIAL INTERESTS IN TRUSTS & LLC 1146705 F 5863169 ASSETS HELD ON BEHALF OF OTHERS 23951 23951 1 COVINGTON CHURCH OF CHRIST 115 N PEARL ST COVINGTON OH 45318 7600 CHARITABLE REHAB CENTER FOR NEUROLOGICAL DEV 1306 GARBRY ROAD PIQUA OH 45356 7215 CHARITABLE ST JAMES CHURCH 200 W HIGH ST PIQUA OH 45356 9040 CHARITABLE EDISON COMMUNITY COLLEGE FOUNDATION 973 EDISON DRIVE PIQUA OH 45356 7000 CHARITABLE PIQUA AREA UNITED WAY 326 N MAIN ST PIQUA OH 45356 23600 CHARITABLE PIQUA EDUCATION FOUNDATION 719 E ASH ST PIQUA OH 45356 6450 CHARITABLE BARCLAY FRIENDS 700 N FRANKLIN ST PIQUA OH 45356 5000 CHARITABLE PIQUA CITY SCHOOLS 719 E ASH ST PIQUA OH 45356 12310 CHARITABLE FRIENDS OF MAINSTREET PIQUA 326 N MAIN ST PIQUA OH 45356 8450 CHARITABLE MIAMI COUNTY YMCA 223 W HIGH ST PIQUA OH 45356 9745 CHARITABLE LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVE SIDNEY OH 45365 11200 CHARITABLE PHILLIPS EXETER ACADAMY 20 MAIN STREET EXETER NH 03833 5000 CHARITABLE PIQUA CATHOLIC SCHOOL 503 W NORTH ST PIQUA OH 45356 5272 CHARITABLE SALVATION ARMY P O BOX 615 PIQUA OH 45356 5100 CHARITABLE UNIVERSITY OF PENNSYLVANIA 382 W STREET ROAD KENNETT SQUARE PA 19348 5000 CHARITABLE OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE 1900 COFFEY ROAD COLUMBUS OH 43210 7000 CHARITABLE WESTERN OHIO TV CONSORTIUM 1973 EDISON DRIVE PIQUA OH 45356 15000 CHARITABLE SCHOLARSHIPS AWARDED TO AREA COLLEGE STUDENTS 41 65214 CASH PAID TO COLLEGE INSTITUTIONS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. TONY WENDELN CPA ACCOUNTING, TAX & INVESTMENTS - CEO OF CPA FIRM PROFESSIONAL AND INVESTMENT SERVICES 0 0 DANIEL E RAMER INVESTMENTS - FIFTH THIRD BANK TRUST OFFICER INVESTMENT SERVICES 0 X 4 30367 FMV ON DATE OF GIFT 0 0 1 THIRD PARTY USE: PART I, LINE 32B: UNITY NATIONAL BANK AND MAINSOURCE BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -416,195.