PIQUA COMMUNITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PIQUA COMMUNITY FOUNDATION (EIN 31-1391908)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-03
- IRS object ID
- 201111239349300901
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-05-03T09:41:30-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY WELLS WENDELN & ROBINSON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311391908 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PIQUA COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIQU | NameControl |
| Phone | 9376159080 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN S WENDELN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9376159080 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONY WENDELN | Name |
| Phone | 9377736373 | Phone |
| Date Prepared | 2011-04-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CRAIG MULLENBROCK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 W ASH ST | AddressLine1 |
| City | PIQUA | City |
| State | OH | State |
| ZIP Code | 45356 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2841674 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | PIQUACOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | COMMUNITY FOUNDATION FOR PIQUA, OHIO | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 512987 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 858958 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 50790 | InvestmentIncomePriorYear |
| Investment Income Current Year | 268741 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13340 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16507 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 577117 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1144206 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1268919 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 971099 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29796 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30694 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 50804 | OtherExpensePriorYear |
| Other Expenses Current Year | 59375 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1349519 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1061168 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -772402 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 83038 | RevenuesLessExpensesCY |
| Total Assets BOY | 6152827 | TotalAssetsBOY |
| Total Assets EOY | 6675674 | TotalAssetsEOY |
| Total Liabilities BOY | 3711 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53792 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6149116 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6621882 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE GRANTS TO WORTHWHILE ORGANIZATIONS AND A METHOD OF PHILANTHROPHY TO THE CITIZENS OF PIQUA, OHIO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 677499 | Expense |
| Grants | 677499 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 70500 | Expense |
| Grants | 70500 | Grants |
| Description | THE PIQUA COMMUNITY FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELIGIBLE HIGH SCHOOL GRADUATES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 106946 | Expense |
| Grants | 106946 | Grants |
| Description | THE PIQUA COMMUNITY FOUNDATION APPROVED DISTRIBUTIONS TO ELIGIBLE CHARITIES UPON RECOMMENDATIONS FROM DONORS OF FUNDS TO PERSONAL GIFTING ACCOUNTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 116154 | Expense |
| Grants | 116154 | Grants |
| Description | FOUNDATION RESTRICTED FUNDS APPROVED DISTRIBUTIONS TO VARIOUS CHARITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 116154 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 116154 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 971099 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TONY WENDELN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9377736373 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CRAIG W MULLENBROCK | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| NEILL H HAAS | ||||||
| SECY/TREAS. | 1.00 | X | 0 | 0 | 0 | |
| JOHN S ALEXANDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN A BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHERYL L BURKHARDT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIMI A CRAWFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL P FRENCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL E GUTMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID GALBREATH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY JOHNSTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| L EDWARD FRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN M PATTEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL E RAMER | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| STACY P SCOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN K STALEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONY WENDELN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL P YANNUCCI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN S WENDELN | ||||||
| EXECUTIVE DIRECTOR | 20.00 | 28420 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 28420 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 858958 | AllOtherContributions |
| Noncash Contributions | 60642 | NoncashContributions |
| Total Contributions | 858958 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144660 | TotalRevenueColumn |
| Exclusion | $144,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1818268 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1694187 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 124081 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124081 | TotalRevenueColumn |
| Related Or Exempt Function Income | 124081 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 13800 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3281 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10519 | TotalRevenueColumn |
| Exclusion | $10,519 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 5988 | TotalRevenueColumn |
| Exclusion | $5,988 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5988 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1144206 | TotalRevenueColumn |
| Related Or Exempt Function Income | 124081 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $161,167 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 894599 | Total |
| Program Services | 894599 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76500 | Total |
| Program Services | 76500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28420 | Total |
| Management And General | 28420 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2274 | Total |
| Management And General | 2274 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8400 | Total |
| Management And General | 8400 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1844 | Total |
| Management And General | 1844 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2021 | Total |
| Management And General | 2021 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| INVESTMENT MANAGEMENT | 41464 | 41464 |
| PRINTING AND POSTAGE | 3976 | 3976 |
| TELEPHONE | 1470 | 1470 |
| FILING FEES | 200 | 200 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061168 | Total |
| Program Services | 971099 | ProgramServices |
| Management And General | 90069 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30729 | BOY |
| EOY | 137114 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387881 | BOY |
| EOY | 320978 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18615 | BOY |
| EOY | 14295 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5715602 | BOY |
| EOY | 6203287 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6152827 | BOY |
| EOY | 6675674 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3711 | BOY |
| EOY | 53792 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3711 | BOY |
| EOY | 53792 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1990738 | BOY |
| EOY | 2181271 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4158378 | BOY |
| EOY | 4440611 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6149116 | BOY |
| EOY | 6621882 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6152827 | BOY |
| EOY | 6675674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 83038 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 389728 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 891628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1256824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3491964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512987 | CurrentTaxYearMinus1Year |
| Current Tax Year | 858958 | CurrentTaxYear |
| Total | 7012361 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 891628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1256824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3491964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512987 | CurrentTaxYearMinus1Year |
| Current Tax Year | 858958 | CurrentTaxYear |
| Total | 7012361 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1084084 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5928277 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 245853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 193067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 144660 | CurrentTaxYear |
| Total | 863895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7876256 | TotalSupport |
| Gross Receipts From Admissions Etc | 98810 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 14 | NumberDAFsHeld |
| Donor Advised Contributions | 250967 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 293600 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 4440611 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BONDS AND TREASURY NOTES | 308736 | F |
| BOND FUNDS | 1238143 | F |
| EQUITY FUNDS | 2977526 | F |
| COMMON STOCKS | 523165 | F |
| BENEFICIAL INTERESTS IN TRUSTS & LLC | 1155717 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6203287 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD ON BEHALF OF OTHERS | Description |
| Amount | $53,792 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 53792 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| COVINGTON CHURCH OF CHRIST | |||||
| 115 N PEARL ST | COVINGTON | OH | 45318 | 7069 | CHARITABLE |
| REHAB CENTER FOR NEUROLOGICAL DEV | |||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | 11850 | CHARITABLE |
| ST JAMES CHURCH | |||||
| 200 W HIGH ST | PIQUA | OH | 45356 | 9040 | CHARITABLE |
| EDISON COMMUNITY COLLEGE FOUNDATION | |||||
| 973 EDISON DRIVE | PIQUA | OH | 45356 | 8500 | CHARITABLE |
| PIQUA AREA UNITED WAY | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | 20600 | CHARITABLE |
| PIQUA EDUCATION FOUNDATION | |||||
| 719 E ASH ST | PIQUA | OH | 45356 | 5200 | CHARITABLE |
| PIQUA CHAMBER FOUNDATION | |||||
| 326 N MAIN ST | PIQUA | OH | 45356 | 10150 | CHARITABLE |
| PIQUA CITY SCHOOLS | |||||
| 719 E ASH ST | PIQUA | OH | 45356 | 11294 | CHARITABLE |
| PIQUA PARENTS AS TEACHERS | |||||
| 1120 NICKLIN AVE | PIQUA | OH | 45356 | 10100 | CHARITABLE |
| MIAMI COUNTY DENTAL CLINIC | |||||
| P O BOX 420 | PIQUA | OH | 45356 | 6750 | CHARITABLE |
| BETHANY CENTER | |||||
| P O BOX 224 | PIQUA | OH | 45356 | 6100 | CHARITABLE |
| CLEER CREEK FARM | |||||
| P O BOX 1433 | PIQUA | OH | 45356 | 5200 | CHARITABLE |
| PIQUA CATHOLIC ATHLETIC BOOSTERS | |||||
| 503 W NORTH ST | PIQUA | OH | 45356 | 6500 | CHARITABLE |
| SALVATION ARMY | |||||
| P O BOX 615 | PIQUA | OH | 45356 | 9000 | CHARITABLE |
| ST BONIFACE CATHOLIC CHURCH | |||||
| 310 S DOWNING ST | PIQUA | OH | 45356 | 8000 | CHARITABLE |
| OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE | |||||
| 1900 COFFEY ROAD | COLUMBUS | OH | 43210 | 7000 | CHAITABLE |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AWARDED TO AREA COLLEGE STUDENTS | TypeOfGrant |
| Number Of Recipients | 50 | NumberOfRecipients |
| Amount Of Cash Grant | 76500 | AmountOfCashGrant |
| Method Of Valuation | CASH PAID TO COLLEGE INSTITUTIONS | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| TONY WENDELN CPA | ||
| ACCOUNTING, TAX & INVESTMENTS - CEO OF CPA FIRM | PROFESSIONAL AND INVESTMENT SERVICES | 0 |
| JOHN A BROWN | ||
| INVESTMENTS - PRESIDENT OF UNITY NATIONAL BANK | INVESTMENT SERVICES | 0 |
| DANIEL RAMER | ||
| INVESTMENTS - FIFTH THIRD BANK TRUST OFFICER | INVESTMENT SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60642 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | UNITY NATIONAL BANK AND MAINSOURCE BANK RECEIVES AND SELLS SECURITIES FOR THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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, JOHN BROWN HAS A BUSINESS RELATIONSHIP WITH THE FOUNDATION AND WITH MANY OFFICERS AND DIRECTORS AS PRESIDENT OF A LOCAL BANK. 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. | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 389,728. | FORM 990, PART XI, LINE 5: |