Civic Intelligence

The Troy Foundation

990 • Fiscal year 2017 • EIN 31-6018703

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

216 W Franklin StTroy, OH 45373

(937) 339-8935

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.07x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.36x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$121,218

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$95,501,509

Up $11,689,637 (+14%) from 2016

Net Assets

Up

$89,153,125

Up $10,770,232 (+14%) from 2016

Liabilities

Up

$6,348,384

Up $919,405 (+17%) from 2016

Revenue

Up

$17,821,021

Up $8,227,948 (+86%) from 2016

Expenses

Up

$10,377,889

Up $4,635,903 (+81%) from 2016

Net Income

Up

$7,443,132

Up $3,592,045 (+93%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $57,491,403Liabilities 2010: $4,008,048Net Assets 2010: $53,483,3552010Assets 2012: $68,331,999Liabilities 2012: $3,960,690Net Assets 2012: $64,371,3092012Assets 2013: $77,775,402Liabilities 2013: $4,675,205Net Assets 2013: $73,100,1972013Assets 2014: $81,471,629Liabilities 2014: $4,695,121Net Assets 2014: $76,776,5082014Assets 2016: $83,811,872Liabilities 2016: $5,428,979Net Assets 2016: $78,382,8932016Assets 2017: $95,501,509Liabilities 2017: $6,348,384Net Assets 2017: $89,153,1252017Assets 2018: $89,521,773Liabilities 2018: $5,781,106Net Assets 2018: $83,740,6672018Assets 2019: $105,029,165Liabilities 2019: $7,470,463Net Assets 2019: $97,558,7022019Assets 2020: $125,171,217Liabilities 2020: $8,794,513Net Assets 2020: $116,376,7042020Assets 2022: $123,423,524Liabilities 2022: $7,802,362Net Assets 2022: $115,621,1622022Assets 2024: $159,134,246Liabilities 2024: $9,717,309Net Assets 2024: $149,416,9372024

Highlighted filing

2017

Assets$95,501,509
Liabilities$6,348,384
Net Assets$89,153,125

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $2,777,5762010Expenses 2012: $3,060,5852012Revenue 2013: $7,970,078Expenses 2013: $3,724,325Net Income 2013: $4,245,7532013Revenue 2014: $9,006,880Expenses 2014: $4,240,309Net Income 2014: $4,766,5712014Revenue 2016: $9,593,073Expenses 2016: $5,741,986Net Income 2016: $3,851,0872016Revenue 2017: $17,821,021Expenses 2017: $10,377,889Net Income 2017: $7,443,1322017Revenue 2018: $12,587,046Expenses 2018: $6,738,595Net Income 2018: $5,848,4512018Revenue 2019: $14,423,459Expenses 2019: $8,509,052Net Income 2019: $5,914,4072019Revenue 2020: $15,775,985Expenses 2020: $7,954,357Net Income 2020: $7,821,6282020Revenue 2022: $11,701,989Expenses 2022: $8,604,327Net Income 2022: $3,097,6622022Revenue 2024: $13,454,469Expenses 2024: $11,383,097Net Income 2024: $2,071,3722024

Highlighted filing

2017

Revenue$17,821,021
Expenses$10,377,889
Net Income$7,443,132
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$23,248,658
Mission and Program Overview

Mission

To improve the quality of life for our community by connecting donors to meaningful causes for a better tomorrow.

To improve the quality of life for the community we serve by promoting philanthropy and stewardship for a better tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$80,099,839$90,989,160▲ $10,889,321
Savings and Temporary Cash Investments$2,647,307$3,395,588▲ $748,281
Land, Buildings, and Equipment, Net$648,907$652,534▲ $3,627
Cash and Non-Interest-Bearing Accounts$415,819$464,227▲ $48,408
Total Assets$83,811,872$95,501,509▲ $11,689,637
Liabilities
Other Liabilities$5,428,979$6,348,384▲ $919,405
Total Liabilities$5,428,979$6,348,384▲ $919,405
Net Assets / Fund Balance
Temporarily Rstr Net Assets$51,555,760$59,284,707▲ $7,728,947
Unrestricted Net Assets$18,403,523$20,307,958▲ $1,904,435
Permanently Rstr Net Assets$8,423,610$9,560,460▲ $1,136,850
Total Net Assets Fund Balance$78,382,893$89,153,125▲ $10,770,232
Total Liabilities and Net Assets / Fund Balance$83,811,872$95,501,509▲ $11,689,637

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$630,693-$630,693
Equipment$21,841$11,824$33,665

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$42,847,653$1,588,282▲ $2,275,069-$44,815,341
2016$37,873,969$4,461,701▲ $2,418,282-$42,847,653
2015$38,427,369$1,550,873▼ $239,325-$37,873,969
2014$36,452,293$1,220,387▲ $2,480,426-$38,427,369
2013$37,401,858$1,435,558▼ $976,825-$36,452,293
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa KleptzExecutive DirectorFT$102,107$19,111$121,218

Board Members and Trustees

NameTitle
Brian R WilliamsonPresident Gov Bd
James M JohnsonVice President Gov Bd
Brent BlackGov Bd
Jessica MinesingerGov Bd
Joe DickersonGov Bd
Kathy KerberGov Bd/dist COM - Beg. 5/1/17
Greg TaylorGov Bd/dist COM - Until 4/30/17
Dave DippoldGov Bd/ttee COM
William J FulkerSecretary Gov Bd (nonvoting)

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Management910 WEST MAIN STREET, Troy, OH 45373$184,151
Revenue and Support

Revenue Composition

Contributions and Grants
$10,028,062
Program Service Revenue
$0
Investment Income
$7,783,684
Other Revenue
$9,275
All Other Contributions
$9,984,272
Change in Net Assets
$7,443,132

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded30$6,540,798Fair Market Value (FMV) at Transfer
Total Noncash Contributions30$6,540,798-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,821,021
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,350,419
Total Revenue per Audited Statements
$21,171,440
Total Revenue per Form 990
$17,821,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,541,402
Other Expenses$481,741
Salaries, Compensation, and Employee Benefits$354,746
Total Fundraising Expense$30,866
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,753,209--$8,753,209
Grants to Domestic Individuals$788,193--$788,193
Fees for Service Investment Mgmnt Fees$266,600--$266,600
Other Salaries and Wages-$166,445-$166,445
Current Officers, Directors, Trustees, and Key Employees-$90,913$30,305$121,218
Information Technology-$53,490-$53,490
Other Employee Benefits-$38,358-$38,358
Fees for Services Accounting-$36,240-$36,240
Office Expenses-$20,806-$20,806
Payroll Taxes-$20,734-$20,734
All Other Expenses-$17,714-$17,714
Occupancy-$16,541-$16,541
Other Expenses-$10,446-$10,446
Pension Plan Contributions-$7,991-$7,991
Insurance-$7,142-$7,142
Depreciation Depletion-$5,674-$5,674
Travel-$2,411-$2,411
Advertising-$1,684$561$2,245
Total Functional Expenses$9,808,002$539,021$30,866$10,377,889

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,444,269
Expenses per Audited Statements$10,377,889
Total Expenses per Form 990$10,377,889
Expenses Not Reported on Form 990$66,380
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edison Community CollegePiqua, OH501(c)(3)Student Center Building Fund$2,500,000
Miami County Ymca Robinson BranchTroy, OH501(c)(3)Robinson Branch Building Fund$2,000,000
Waco Historical SocietyTroy, OH-Waco Learning Center Building Fund$1,000,000
Uvmc FoundationTroy, OH-Uvmc Lobby Renovation for Improved Patient Access$114,610
Partners in HopeTroy, OH501(c)(3)A Place for Hope - Building Campaign$100,000
RICHARD'S CHAPEL UNITED METHODIST CHURCHTroy, OH501(c)(3)Repair, Maint, and General Upkeep of Church & Parsonage$84,902
West Ohio Conference of the United Methodist ChurchWorthington, OH-BLACK COLLEGE FUND,MINISTER'S RETIREMENT,CAMPERSHIPS$84,902
Brukner Nature CenterTroy, OH501(c)(3)General Support From Endowment Fund$81,528
Lincoln Community CenterTroy, OH501(c)(3)General Support for Recreational Activities$73,248
Catholic Youth Summer Camp IncCenterburg, OH501(c)(3)General Support$50,000
The Ohio State University FoundationColumbus, OH501(c)(3)FUND #316007$50,000
Synergy Mechanical Contractors IncColumbus, OH501(c)(3)New Boilers$46,577
Health Partners Free ClinicTroy, OH501(c)(3)General Support$41,562
Clear Creek FarmSidney, OH501(c)(3)General Support$40,550
Miami County Recovery CouncilTroy, OH501(c)(3)Social Detox Program$40,000
Hospice of Miami County IncTroy, OH501(c)(3)Lift Zero$39,950
Major SculptureUrbana, OH501(c)(3)Sculpture - Currie Full Size Clay$37,000
The Future Begins TodayTroy, OH501(c)(3)General Support$36,250
Overfield Early Childhood Program IncTroy, OH501(c)(3)General Support$35,000
Lincoln Community CenterTroy, OH501(c)(3)After School Enrichment Program$31,682
Coate Construction LLCWest Milton, OH501(c)(3)CHARLESTON FALLS PROJECT RECOGNITION AREA #2$31,274
United Way of Troy OhioTroy, OH501(c)(3)General Support$31,125
Lincoln Community CenterTroy, OH501(c)(3)General Support$30,750
Health Partners Free ClinicTroy, OH501(c)(3)Operational Expenses$30,000
Health Partners Free ClinicTroy, OH501(c)(3)General Expenses$30,000
Troy Main Street IncTroy, OH501(c)(3)Las Bicicletas-mexico$30,000
Tipp City Exempted Village SchoolsTipp City, OH501(c)(3)Educational Support$29,540
Ohio Council of Deliberation Scholarship FundCincinnati, OH501(c)(3)Perlema and Grace Sewell Scholarship$28,301
Coate Construction LLCWest Milton, OH501(c)(3)Charleston Falls Dedication Area$28,086
Waco Historical SocietyTroy, OH-General Expenses$28,035
Ginghamsburg ChurchTipp City, OH501(c)(3)General Support$27,000
Miami County Dental ClinicTroy, OH501(c)(3)Operating Support$26,000
Troy-miami County Public LibraryTroy, OH501(c)(3)DOLLY PARTON'S IMAGINATION LIBRARY$25,300
DAYTON CHILDREN'S HOSPITALDayton, OH501(c)(3)Reaching New Heights Campaign$25,000
Fish of Troy IncTroy, OH501(c)(3)General Support$25,000
Lehman Catholic High SchoolSidney, OH501(c)(3)Stem Program$25,000
Miami County Continuum of CareTipp City, OH501(c)(3)Rides to Work Vehicle$25,000
Miami County Recovery CouncilTroy, OH501(c)(3)Social Detox Program Expansion$25,000
Partners in HopeTroy, OH501(c)(3)Operational Relief, Education, Development$25,000
Pink Ribbon Girls of DaytonTipp City, OH501(c)(3)Endowment Fund$25,000
The Future Begins TodayTroy, OH501(c)(3)Administrative Expenses and Scholarships$25,000
Dayton Performing Arts AllianceDayton, OH501(c)(3)Music Discoveries for Troy Schools$24,768
Partners in HopeTroy, OH501(c)(3)General Support$23,785
Bethel Local SchoolsTipp City, OH501(c)(3)Piano Purchase$21,300
Lincoln Community CenterTroy, OH501(c)(3)Matching Gift Support$21,250
Friends of Hayner IncTroy, OH501(c)(3)Replacement of Handicapped Elevator$20,767
Troy Hall of FameTroy, OH501(c)(3)General Support$20,272
Honor Flight Dayton IncEnon, OH501(c)(3)General Support$20,200
St Patrick Catholic ChurchTroy, OH501(c)(3)General Support$20,188
Habitat for HumanityTroy, OH501(c)(3)Habitat Activity Center$20,000
Health Partners Free ClinicTroy, OH501(c)(3)Pharmacy Residency Program$20,000
The Future Begins TodayTroy, OH501(c)(3)Scholarship Support$20,000
Troy-miami County Public LibraryTroy, OH501(c)(3)To Purchase Book and Magazines$19,024
Brukner Nature CenterTroy, OH501(c)(3)Barker Heating and Air$18,975
Troy Christian SchoolsTroy, OH501(c)(3)Matching Gift Support$17,750
St Patrick Soup KitchenTroy, OH501(c)(3)Matching Gift Support$17,720
Hospice of Miami County IncTroy, OH501(c)(3)General Support$17,574
Dayton Early College AcademyDayton, OH501(c)(3)General Support$17,443
Overfield Early Childhood Program IncTroy, OH501(c)(3)Matching Gift Support$16,750
Waco Historical SocietyTroy, OH-Architectural Services$16,400
Miami County Dental ClinicTroy, OH501(c)(3)General Support$16,100
Overfield Tavern MuseumTroy, OH501(c)(3)General Support$16,000
Lincoln Community CenterTroy, OH501(c)(3)Site Concept Study for Expansion$15,250
Miami County FoundationPiqua, OH501(c)(3)General Support$15,250
Center for Neurological DevelopmentBurkettsville, OH501(c)(3)General Support$15,088
Partners in HopeTroy, OH501(c)(3)Matching Gift Support$15,005
American Red Cross of the Northern Miami ValleyTroy, OH501(c)(3)Home Fire Campaign$15,000
Miami County Recovery CouncilTroy, OH501(c)(3)Hope House Challenge$15,000
Miami County Visitors BureauTroy, OH501(c)(10)Rock the Bike Event$15,000
Center for Neurological DevelopmentBurkettsville, OH501(c)(3)Building Fund$14,800
Tipp City Public LibraryTipp City, OH501(c)(3)Purchase of Book and Magazines for Adults$14,124
Troy-miami County Public LibraryTroy, OH501(c)(3)To Purchase Book and Magazines for Adults$14,124
Brukner Nature CenterTroy, OH501(c)(3)Matching Gift Support$13,470
First Presbyterian ChurchTroy, OH501(c)(3)General Support$12,922
Miami County Ymca Robinson BranchTroy, OH501(c)(3)Matching Gift Support$12,550
Lehman Catholic High SchoolSidney, OH501(c)(3)General Support$12,291
Friends of Hayner IncTroy, OH501(c)(3)General Support of Current Projects$12,269
Brukner Nature CenterTroy, OH501(c)(3)Fisher & Sons Window Repair$12,240
City of Tipp City OhioTipp City, OH501(c)(3)Pool Improvements and Signage at Parks$12,124
Troy Main Street IncTroy, OH501(c)(3)Troy Community Branding Strategy$12,000
St Patrick Catholic ChurchTroy, OH501(c)(3)Matching Gift Support$11,980
Troy City SchoolsTroy, OH501(c)(3)Summer Lunch Program$11,719
Upper Valley Career CenterPiqua, OH-German/ American Apprenticeship Program$11,700
Troy-hayner Cultural CenterTroy, OH501(c)(3)Downtown Troy Summer Music Series$11,690
Friends of Hayner IncTroy, OH501(c)(3)Matching Gift Support$10,705
Brukner Nature CenterTroy, OH501(c)(3)General Support$10,484
Troy Main Street IncTroy, OH501(c)(3)Downtown Summer Projects$10,290
Volcanic Manufacturing LLCNorth Bonneville, WA-4 Ems Bicycles and Gear$10,218
First United Church of ChristTroy, OH501(c)(3)General Support$10,055
Africa AccessSilver Spring, MD501(c)(3)General Support$10,000
City of Tipp City OhioTipp City, OH501(c)(3)Improvements to City Pool$10,000
DAYTON CHILDREN'S HOSPITALDayton, OH501(c)(3)Nicview Streaming Camera System$10,000
DAYTON CHILDREN'S HOSPITALDayton, OH501(c)(3)Nicview Streaming Camera System$10,000
Family Life Center of Auglaize CountySt Marys, OH501(c)(3)Early Christmas Gift$10,000
First United Methodist ChurchTroy, OH501(c)(3)Capital Fund Investing in the Future$10,000
Friends of Hayner IncTroy, OH501(c)(3)Property Acquisition$10,000
ISAIAH'S PLACE INCTroy, OH501(c)(3)Evidence Based Training for Foster Care$10,000
Life Enrichment CenterDayton, OH501(c)(3)General Support$10,000
Maria Stein Shrine of the Holy RelicsMaria Stein, OH501(c)(3)Investment Fund$10,000
Miami County Agricultural SocietyTroy, OH501(c)(3)2017 Miami County Fair Concert$10,000
Miami County Park DistrictTroy, OH501(c)(3)SCIENCE ALIVE! HUG THE EARTH WITH THE BANANA SLUG STRING BAND$10,000
Miami Valley Council Boy Scouts of AmericaDayton, OH501(c)(3)Scouting - the Positive Alternative$10,000
Pink Ribbon Girls of DaytonTipp City, OH501(c)(3)Fall Fundraiser$10,000
Smithsonian Institution LibrariesWashington, DC501(c)(3)Warren Robbins Library and Museum of African Art Special Project$10,000
The Nature ConservancyArlington, VA501(c)(3)General Support$10,000
Waco Historical SocietyTroy, OH-Hvac Replacement$9,943
Hospice of Miami County IncTroy, OH501(c)(3)Troy, Ohio Specific - Matching Gift Support$9,775
Deere & CompanyChicago, IL501(c)(3)Gator and Accessories$9,698
The Nature Conservancy Ohio ChapterDublin, OH501(c)(3)General Support$9,629
Health Partners Free ClinicTroy, OH501(c)(3)Matching Gift Support$9,410
St John United Church of ChristTroy, OH501(c)(3)General Support$9,128
Council on Rural Service Programs IncPiqua, OH501(c)(3)Hatch Preschool Interactive Boards$9,125
Dorothy Love Retirement CommunitySidney, OH501(c)(3)Support for Dorothy Love Lifecare Fund$9,118
First United Methodist ChurchTroy, OH501(c)(3)Support for Food Pantry and Church$9,000
Service Supply Ltd IncReynoldsburg, OH501(c)(3)Playground Resurfacing$9,000
St Patrick Catholic SchoolTroy, OH501(c)(3)Playground Resurfacing$8,945
Reading for ChangeTroy, OH501(c)(3)Dyslexia Program and Safety Upgrades$8,853
Troy City SchoolsTroy, OH501(c)(3)Troy City Schools -summer Lunch Program$8,659
The Future Begins TodayTroy, OH501(c)(3)Matching Gift Support$8,363
ISAIAH'S PLACE INCTroy, OH501(c)(3)Smart Board Purchase and Training$8,312
United Way of Troy OhioTroy, OH501(c)(3)Matching Gift Support$8,300
First United Church of ChristTroy, OH501(c)(3)Backpack Food Program$8,000
Friends of the Fj Stallo LibraryMinster, OH501(c)(3)Program Support$8,000
Troy City SchoolsTroy, OH501(c)(3)Ohio Reads for Kyle Elementary$8,000
Waco Historical SocietyTroy, OH-Post Cards, New Piping at Site and Survey$7,903
Maple Tree Cancer AllianceDayton, OH501(c)(3)Support for Troy Programing$7,500
St Patrick Catholic ChurchTroy, OH501(c)(3)Undercroft Renovation$7,500
Uvmc FoundationTroy, OH-Cancer Awareness Speaker$7,500
City of Troy Board of Park CommissionersTroy, OH501(c)(3)Fencing at Trostel Park$7,305
Miami East Athletic DepartmentCasstown, OH501(c)(3)Purchase of Football Uniforms$7,000
Wright State University FoundationDayton, OH-THREE (3) LIBERAL ART SCHOLARSHIPS ($2K EACH) $1,000.00 ART & ART HISTORY STUDENT DEVELOPMENT OR SUPPLIES$7,000
Waco Historical SocietyTroy, OH-Matching Gift Support$6,950
Dream Builders Group Incthe ClubhouseTipp City, OH501(c)(3)Teen Internship$6,926
Family Abuse Shelter of Miami County Incfranklin HouseTroy, OH501(c)(3)Matching Gift Support$6,900
EAGLES' WINGS STABLE INCPiqua, OH501(c)(3)Student Tuition Gap$6,500
New Creation Counseling CenterTipp City, OH501(c)(3)Community Psychiatry Program$6,500
St Patrick Soup KitchenTroy, OH501(c)(3)General Support$6,300
Upper Valley Career CenterPiqua, OH-General Support$6,200
ST PAUL'S CHURCH OF CHRIST SIDNEYSidney, OH501(c)(3)General Support$6,076
Troy-hayner Cultural CenterTroy, OH501(c)(3)General Support$6,023
EAGLES' WINGS STABLE INCPiqua, OH501(c)(3)Tuition Gap Support$6,000
Family Life Center of Auglaize CountySt Marys, OH501(c)(3)General Support$6,000
The Future Begins TodayTroy, OH501(c)(3)Marketing and Administrative Expenses$6,000
The Sinclair Community College FoundationDayton, OH501(c)(3)Student Scholarships$6,000
Troy Civic BandTroy, OH501(c)(3)Summer Concert Season$6,000
Troy-miami County Public LibraryTroy, OH501(c)(3)Handicapped Accessible Ramp$5,950
St Patrick Catholic SchoolTroy, OH501(c)(3)Smart Board and Technology$5,897
Young LifePiqua, OH-Summer Camp for Troy Students$5,460
Fish of Troy IncTroy, OH501(c)(3)Matching Gift Support$5,300
Miamibucs Chapter of National Ambucs IncTroy, OH501(c)(3)General Support$5,200
St Patrick Catholic ChurchTroy, OH501(c)(3)Develop, Train, and Maintain School App.$5,200
Coate Construction LLCWest Milton, OH501(c)(3)Charleston Falls Preserve Dedication Site$5,140
St Patrick Catholic SchoolTroy, OH501(c)(3)Theatrical Stage Curtains$5,067
American Cancer Society IncCincinnati, OH501(c)(3)Miami County Relay for Life Iho Suzanne Hartzell Wallace$5,000
City of Troy Board of Park CommissionersTroy, OH501(c)(3)Supplies for Pickle Ball Courts - Duke Park$5,000
Fish of Troy IncTroy, OH501(c)(3)Rent Assistance$5,000
Global Giving FoundationWashington, DC501(c)(3)Mexico Earthquake Relief Fund$5,000
Helping Hand for Relief and DevelopmentSouthfield, MI501(c)(3)Hurricane Relief 2017 Disaster Relief$5,000
Lehman Catholic High SchoolSidney, OH501(c)(3)Annual Fund$5,000
Matthew 25 MinistriesBlue Ash, OH501(c)(3)Hurricane Harvey Relief$5,000
National Inventors Hall of FameN Canton, OH501(c)(3)Camp Invention$5,000
Nch Healthcare FoundationNaples, FL501(c)(3)Membership Renewal for Nch Medical Diplomats Council$5,000
Needy BasketsTipp City, OH501(c)(3)Christmas Basket Program$5,000
Pink Ribbon Girls of DaytonTipp City, OH501(c)(3)General Support$5,000
RICHARD'S CHAPEL UNITED METHODIST CHURCHTroy, OH501(c)(3)Lunch Program$5,000
Reading for ChangeTroy, OH501(c)(3)General Support$5,000
Ronald Mcdonald House CharitiesDayton, OH501(c)(3)A House to Come Home to for Troy Residents$5,000
St John Community FoundationSt John, VI501(c)(3)Response to Hurricane Irma$5,000
St Patrick Soup KitchenTroy, OH501(c)(3)Holiday Food$5,000
The Edison FoundationPiqua, OH501(c)(3)Gold Sponsor - Christmas Show$5,000
Troy Christian SchoolsTroy, OH501(c)(3)Stem Cart$5,000
Troy City SchoolsTroy, OH501(c)(3)Support for Troy Pop Rocks$5,000
Troy Skating ClubTroy, OH501(c)(3)General Support$5,000
Wesley Chapel Mission CenterCincinnati, OH-General Support$5,000
Tipp Monroe Community ServicesTipp City, OH501(c)(3)Instrument Program, Diaper Program, Scoreboard, Camp Kern Trip$4,972
City of Tipp City OhioTipp City, OH501(c)(3)Kyle Park - Tree Grove$4,700
Troy Main Street IncTroy, OH501(c)(3)Matching Gift Support$4,700
TROY MAYORS' CONCERTS INCTroy, OH501(c)(3)2017 Concert$4,500
Choice One EngineeringSidney, OH501(c)(3)Charleston Falls Dedication Area Site Plan$4,420
Casagal of Miami County IncTroy, OH501(c)(3)Christmas Caring Tree, Flavors of Autumn Fundraiser, Youth Triathlon Fundraiser, and General Support$4,300
Troy City SchoolsTroy, OH501(c)(3)Muse Machine for Van Cleve$4,200
Miami County YmcaPiqua, OH501(c)(3)Support for Membership Fund$4,165
Troy City SchoolsTroy, OH501(c)(3)Kids to College for Van Cleve$4,150
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)Kinship Families Outreach, Foster Child Christmas Party, Community Christmas$4,050
Ginghamsburg ChurchTipp City, OH501(c)(3)Regular Daily Ministries$4,000
MAYOR'S TROY INTERNATIONAL COUNCILTroy, OH501(c)(3)Festival of Nations$4,000
Miami East Athletic DepartmentCasstown, OH501(c)(3)2016 State Volleyball Championship Rings$4,000
Dorothy Love Retirement CommunitySidney, OH501(c)(3)Support for Lifecare Fund and Retirement Center$3,874
Needy BasketsTipp City, OH501(c)(3)General Support$3,750
Waco Historical SocietyTroy, OH-Dp&l, Martin Marietta, Choice One Reimbursements$3,693
Miami County Dental ClinicTroy, OH501(c)(3)Osu Dentistry Internship Program Part 1$3,666
RICHARD'S CHAPEL UNITED METHODIST CHURCHTroy, OH501(c)(3)General Support$3,600
Authentic Heart LLCNashville, TN501(c)(3)His Own Concert$3,500
Family Abuse Shelter of Miami County Incfranklin HouseTroy, OH501(c)(3)General Support$3,500
Troy-miami County Public LibraryTroy, OH501(c)(3)Sensory and Education Toys$3,499
Troy-miami County Public LibraryTroy, OH501(c)(3)General Support$3,382
Lima Sporting GoodsLima, OH501(c)(3)Purchase of Track Jerseys$3,060
Troy City SchoolsTroy, OH501(c)(3)2017 Summer Lunches - August$3,034
Casagal of Miami County IncTroy, OH501(c)(3)Kids Triathlon$3,000
First Place Food Pantry IncTroy, OH501(c)(3)Year End Donation$3,000
Health Partners Free ClinicTroy, OH501(c)(3)Year End Donation$3,000
Miami County Dental ClinicTroy, OH501(c)(3)Year End Donation$3,000
Overfield Early Childhood Program IncTroy, OH501(c)(3)Annual Fund$3,000
Partners in HopeTroy, OH501(c)(3)Year End Donation$3,000
Tipp City Public LibraryTipp City, OH501(c)(3)Teen Den Furniture$3,000
Troy RecTroy, OH501(c)(3)Summer Lunch Buddies$3,000
Deeter Nurseries IncClayton, OH501(c)(3)Purchase of Trees$2,975
Reading for ChangeTroy, OH501(c)(3)Matching Gift Support$2,950
First Place Food Pantry IncTroy, OH501(c)(3)Matching Gift Support$2,875
Brukner Nature CenterTroy, OH501(c)(3)International Internship Program$2,700
Friends of Hayner IncTroy, OH501(c)(3)General Support$2,700
Miami County Pro-life Educational FoundationTroy, OH501(c)(3)$1,500.00 GENERAL SUPPORT - $1,100.00 CAR SEAT FUND$2,600
St Patrick Catholic ChurchTroy, OH501(c)(3)St. Patrick Scrip Program$2,600
Bethel Local SchoolsTipp City, OH501(c)(3)ART MATERIALS AND SUPPLIES - 21ST CENTURY LEARNING: ART I, II AND III$2,582
Choice One EngineeringSidney, OH501(c)(3)Charleston Falls Dedication Area Site Plan - Design Billing$2,540
Lehman Catholic High SchoolSidney, OH501(c)(3)Music Program$2,500
Miami County Dental ClinicTroy, OH501(c)(3)Traveling Smiles Program$2,500
Miami County Pro-life Educational FoundationTroy, OH501(c)(3)Matching Gift Support$2,500
Partners in HopeTroy, OH501(c)(3)Summer Lunch Program Intern$2,500
Troy Christian SchoolsTroy, OH501(c)(3)Logic and Problem Solving Materials$2,500
United Way of Troy OhioTroy, OH501(c)(3)Campaign Support$2,500
Deeter Nurseries IncClayton, OH501(c)(3)Charleston Falls Dedication Site$2,367
Tipp City Public LibraryTipp City, OH501(c)(3)Inflatable Movie Screen$2,340
City of Tipp City OhioTipp City, OH501(c)(3)Kyle Park - Dog Drinking Fountain$2,260
Uvmc FoundationTroy, OH-Matching Gift Support$2,200
St John United Church of ChristTroy, OH501(c)(3)Matching Gift Support$2,170
Miami County YmcaPiqua, OH501(c)(3)Support for Grounds Maintenance$2,049
Authentic Heart LLCNashville, TN501(c)(3)School Assembly$2,000
DAYTON CHILDREN'S HOSPITALDayton, OH501(c)(3)Reaching New Heights Campaign$2,000
Fish of Troy IncTroy, OH501(c)(3)Fuel for Fish$2,000
Major SculptureUrbana, OH501(c)(3)Final Installment on Hartzell Sculpture$2,000
Major SculptureUrbana, OH501(c)(3)Final Installment on Brukner Sculpture$2,000
Overfield Tavern MuseumTroy, OH501(c)(3)Progressive Publicity for Our Local History (phase Vi)$2,000
Overfield Tavern MuseumTroy, OH501(c)(3)Progressive Publicity for Our Local History (phase Vii)$2,000
Overfield Tavern MuseumTroy, OH501(c)(3)Progressive Publicity for Our Local History (phase Viii)$2,000
Overfield Tavern MuseumTroy, OH501(c)(3)Educational Attire$2,000
St John United Church of ChristTroy, OH501(c)(3)General Fund Support$2,000
The Edison FoundationPiqua, OH501(c)(3)Matching Gift Support$2,000
The Edison FoundationPiqua, OH501(c)(3)Annual Holiday Event$2,000
Troy-miami County Public LibraryTroy, OH501(c)(3)Matching Gift Support$2,000
Young LifePiqua, OH-Matching Gift Support for Troy, Oh$2,000
Upper Valley Career CenterPiqua, OH-Leveling Up With Coding$1,987
Miami County Park DistrictTroy, OH501(c)(3)Matching Gift Support$1,900
Hospice of Miami County IncTroy, OH501(c)(3)Support for Residents of Miami County$1,800
Reading for ChangeTroy, OH501(c)(3)I-ready Software Licenses$1,800
Brukner Nature CenterTroy, OH501(c)(3)Weeklong Summer Camp for Garden Manor Kids$1,750
Troy RecTroy, OH501(c)(3)Basketball Backboard and Rims$1,745
Dayton Performing Arts AllianceDayton, OH501(c)(3)Music Education and Enrichment for Tipp City Elementary Students$1,720
Miamibucs Chapter of National Ambucs IncTroy, OH501(c)(3)Purchase of Three Trykes$1,713
Miami County YmcaPiqua, OH501(c)(3)General Support$1,700
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)In-home Parenting$1,650
Troy RecTroy, OH501(c)(3)Matching Gift Support$1,600
Choice One EngineeringSidney, OH501(c)(3)Survey, Design, Layout Staking, Construction Administration and Bidding - Charleston Falls Site$1,502
Lehman Catholic High SchoolSidney, OH501(c)(3)Basketball Restricted Fund$1,500
Miami County Dental ClinicTroy, OH501(c)(3)Traveling Smiles$1,500
American Red Cross of the Northern Miami ValleyTroy, OH501(c)(3)General Support$1,496
Tipp Monroe Community ServicesTipp City, OH501(c)(3)2016 Home Tour Grant$1,492
Troy-miami County Public LibraryTroy, OH501(c)(3)Summer Reading Challenge Interactive Experience$1,385
Choice One EngineeringSidney, OH501(c)(3)Charleston Falls Dedication Area$1,333
Hospice of Miami County IncTroy, OH501(c)(3)Matching Gift Support$1,325
Dayton Performing Arts AllianceDayton, OH501(c)(3)General Support$1,300
Choice One EngineeringSidney, OH501(c)(3)Survey, Design, Layout Staking and Construction Administration - Charleston Falls Site$1,270
Choice One EngineeringSidney, OH501(c)(3)Survey, Design and Layout Staking - Charleston Falls Site$1,250
Tipp City Public LibraryTipp City, OH501(c)(3)Portable Video Magnifier$1,220
American Red Cross of the Northern Miami ValleyTroy, OH501(c)(3)Matching Gift Support for Troy, Oh$1,200
Lima Sporting GoodsLima, OH501(c)(3)Purchase of Golf Bags$1,110
St Patrick Catholic SchoolTroy, OH501(c)(3)Preschool Early Learning Materials$1,100
First United Methodist ChurchTroy, OH501(c)(3)Matching Gift Support$1,050
Bethel Local SchoolsTipp City, OH501(c)(3)Science and Conservation Lessons$1,006
Brukner Nature CenterTroy, OH501(c)(3)Sidney/holy Angels Environment Program$1,000
Brukner Nature CenterTroy, OH501(c)(3)Art of Nature Support$1,000
Clear Creek FarmSidney, OH501(c)(3)Merry Christmas$1,000
Dayton Performing Arts AllianceDayton, OH501(c)(3)Support of April 9, 2017 Concert - Imo Peter Klosterman$1,000
Ginghamsburg ChurchTipp City, OH501(c)(3)Christmas Miracle Offering$1,000
ISAIAH'S PLACE INCTroy, OH501(c)(3)Troy, Ohio Specific - Matching Gift Support$1,000
Lincoln Community CenterTroy, OH501(c)(3)Education Program$1,000
Lincoln Community CenterTroy, OH501(c)(3)Gold Sponsorship 2017$1,000
Ronald Mcdonald House CharitiesDayton, OH501(c)(3)House Program Director$1,000
Smithsonian Institution LibrariesWashington, DC501(c)(3)Warren Robbins Library, Smithsonian National Museum of African Art$1,000
St Patrick Catholic SchoolTroy, OH501(c)(3)Youth Ministry Support - From Doug and Kate Lins$1,000
TROY MAYORS' CONCERTS INCTroy, OH501(c)(3)General Support$1,000
The Edison FoundationPiqua, OH501(c)(3)Holiday Evening Event$1,000
Troy City SchoolsTroy, OH501(c)(3)Outstanding Educator of the Year Award$1,000
Troy City SchoolsTroy, OH501(c)(3)Young Investigators for Forest Elementary$1,000
Troy Civic BandTroy, OH501(c)(3)2017 Community Service Award$1,000
Uvmc FoundationTroy, OH-General Fund$1,000
Troy City SchoolsTroy, OH501(c)(3)Updating States Collection for Cookson Library$996
Troy City SchoolsTroy, OH501(c)(3)Reading Materials for Cookson Elementary$996
Troy City SchoolsTroy, OH501(c)(3)Adaptive Equipment Support for Cookson Elementary$994
Troy City SchoolsTroy, OH501(c)(3)Cosi Presentation for Cookson Elementary$992
Troy City SchoolsTroy, OH501(c)(3)Sensory Support for Forest Elementary$977
Upper Valley Career CenterPiqua, OH-Early Childhood Education Associate Credential$956
Troy City SchoolsTroy, OH501(c)(3)Little Bits Steam Education Kits for Cookson Elementary$950
Troy City SchoolsTroy, OH501(c)(3)Sensory Room Supplies for Cookson Elementary$942
Troy City SchoolsTroy, OH501(c)(3)Lego, Makerspace for Cookson Elementary$933
Bethel Local SchoolsTipp City, OH501(c)(3)No Red Ink Project$900
Miami County Dental ClinicTroy, OH501(c)(3)Troy, Ohio Specific - Matching Gift Support$900
Troy City SchoolsTroy, OH501(c)(3)Girls on the Run for Cookson Elementary$855
Troy City SchoolsTroy, OH501(c)(3)Study Island for Kyle Elementary$825
Bethel Local SchoolsTipp City, OH501(c)(3)Camp Kern Trip$801
Troy Christian SchoolsTroy, OH501(c)(3)Osmo Genius Kit$800
Troy-miami County Public LibraryTroy, OH501(c)(3)To Purchase Travel Material$781
Troy City SchoolsTroy, OH501(c)(3)Alternative Seating for Kyle Elementary$759
Troy City SchoolsTroy, OH501(c)(3)Mathematics Intervention Program for Van Cleve Elementary$756
Tipp City Exempted Village SchoolsTipp City, OH501(c)(3)The Inferno (literary Club)$750
Troy Christian SchoolsTroy, OH501(c)(3)Jh World History$748
Troy City SchoolsTroy, OH501(c)(3)Swing Desk for Md Classroom for Cookson Elementary$735
Tipp City Exempted Village SchoolsTipp City, OH501(c)(3)Upper Valley Science Days$720
Casagal of Miami County IncTroy, OH501(c)(3)General Support$700
Troy Christian SchoolsTroy, OH501(c)(3)Guest Clinician for High School Band$700
Troy Christian SchoolsTroy, OH501(c)(3)Stem Class 7th & 8th Graders$700
Troy City SchoolsTroy, OH501(c)(3)Summer Lunch Program$677
Miami County Recovery CouncilTroy, OH501(c)(3)Matching Gift Support$650
Troy Christian SchoolsTroy, OH501(c)(3)Elmo Document Camera$624
Lima Sporting GoodsLima, OH501(c)(3)Volleyball Jerseys$612
The Future Begins TodayTroy, OH501(c)(3)Waco Museum Experience (van Cleve 6th Grade)$610
St Patrick Catholic ChurchTroy, OH501(c)(3)To Provide Tuition Assistance to Deserving Students$608
Miami Valley Council Boy Scouts of AmericaDayton, OH501(c)(3)Benefit Scouts Within Boundaries of Troy School System$605
Troy City SchoolsTroy, OH501(c)(3)New School Sound System for Heywood Elementary$560
Miami Valley Council Boy Scouts of AmericaDayton, OH501(c)(3)Support for St. Paris Community Projects$554
Lima Sporting GoodsLima, OH501(c)(3)Sports Suits With Numbers$528
Miami County YmcaPiqua, OH501(c)(3)Matching Gift Support$525
Brukner Nature CenterTroy, OH501(c)(3)Robert Heidelberg Annual Lecture Support$500
Casagal of Miami County IncTroy, OH501(c)(3)Casa Caring Tree$500
DAYTON CHILDREN'S HOSPITALDayton, OH501(c)(3)Capital Campaign$500
First Place Food Pantry IncTroy, OH501(c)(3)2017 Tacc Award Iho Ted and Dot Ristoff$500
First Place Food Pantry IncTroy, OH501(c)(3)Shared Harvest Food Bank Purchase$500
Fish of Troy IncTroy, OH501(c)(3)Utility Assistance$500
Health Partners Free ClinicTroy, OH501(c)(3)Necessity Kits$500
Lincoln Community CenterTroy, OH501(c)(3)For a Speaker at the Center$500
MAYOR'S TROY INTERNATIONAL COUNCILTroy, OH501(c)(3)Matching Gift Support$500
MAYOR'S TROY INTERNATIONAL COUNCILTroy, OH501(c)(3)Matching Gift Support for Festival of Nations$500
Miami County Dental ClinicTroy, OH501(c)(3)Matching Gift Program$500
Miami County YmcaPiqua, OH501(c)(3)Annual Support Campaign$500
Overfield Tavern MuseumTroy, OH501(c)(3)Matching Gift Support$500
Pink Ribbon Girls of DaytonTipp City, OH501(c)(3)Ignite the Fight Support$500
St Patrick Catholic ChurchTroy, OH501(c)(3)Center for Early Learning at Piqua Catholic$500
St Patrick Soup KitchenTroy, OH501(c)(3)Support for Operations$500
Tipp City Public LibraryTipp City, OH501(c)(3)2016 Home Tour Grant$500
Tipp Monroe Community ServicesTipp City, OH501(c)(3)Basketball Game -fire Dept. Vs. Police Dept.$500
Troy City SchoolsTroy, OH501(c)(3)Reading Buddies for Concord Elementary$500
Troy Main Street IncTroy, OH501(c)(3)Sculptures on the Square Support$500
Troy RecTroy, OH501(c)(3)Summer Lunch Buddies Program$500
Wright State University FoundationDayton, OH-Education & Human Services Scholarship$500
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)Electric Bill$442
Troy City SchoolsTroy, OH501(c)(3)Study Island for Kyle Elementary$440
Bethel Local SchoolsTipp City, OH501(c)(3)Event Expense - Bethel High School Jazz Band$400
Casagal of Miami County IncTroy, OH501(c)(3)Matching Gift Support$400
Dream Builders Group Incthe ClubhouseTipp City, OH501(c)(3)Clubhouse Summer Programming$400
Troy City SchoolsTroy, OH501(c)(3)Fccla Conference Expense for Troy High School$400
Tipp Monroe Community ServicesTipp City, OH501(c)(3)EVENT EXPENSE: FLOOR RUNNERS$390
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)Purchase of Mattress and Bedding$350
Troy City SchoolsTroy, OH501(c)(3)Sunwatch Village Guided Tour for Cookson Elementary$350
Tipp City Exempted Village SchoolsTipp City, OH501(c)(3)Levy Campaign$300
Troy Christian SchoolsTroy, OH501(c)(3)Statehouse Fieldhouse$300
Troy City SchoolsTroy, OH501(c)(3)Reading Buddies for Concord Elementary$300
Troy City SchoolsTroy, OH501(c)(3)Reading Social Studies for Forest Elementary$287
Troy City SchoolsTroy, OH501(c)(3)Studies Weekly for Kyle Elementary$275
Hospice of Miami County IncTroy, OH501(c)(3)Camp Courageous$250
Troy RecTroy, OH501(c)(3)Day of Gratitude$250
Uvmc FoundationTroy, OH-John Dugan Memorial Cancer Care$250
Family Abuse Shelter of Miami County Incfranklin HouseTroy, OH501(c)(3)Blessings Box$240
Wright State UniversityDayton, OH-To Support Art and Art History$208
Brukner Nature CenterTroy, OH501(c)(3)Nature Storytime$200
First United Church of ChristTroy, OH501(c)(3)Matching Gift Support for Troy Backpack Program$200
Habitat for HumanityTroy, OH501(c)(3)General Support$200
Lincoln Community CenterTroy, OH501(c)(3)Support of Devon Strobel Expenses$200
Miami County Agricultural SocietyTroy, OH501(c)(3)Leadership Fund$200
Miami County YmcaPiqua, OH501(c)(3)Annual Fund$200
Tipp Monroe Community ServicesTipp City, OH501(c)(3)Comm. Band Entertainment$200
Troy Christian SchoolsTroy, OH501(c)(3)Event Expense - Troy Christian Show Choir$200
Troy City SchoolsTroy, OH501(c)(3)Troy High School Choir Presentation$200
Troy RecTroy, OH501(c)(3)Matching Gift Support$200
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)2017 Band Camp$190
Tipp City Exempted Village SchoolsTipp City, OH501(c)(3)Event Expense - Custodial Fee for Alumni Banquet$150
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)Troy Ymca Day Camp$135
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(6)Show Choir Participation$109
American Red Cross of the Northern Miami ValleyTroy, OH501(c)(3)Matching Gift Program$100
Brukner Nature CenterTroy, OH501(c)(3)Annual Campaign$100
First United Church of ChristTroy, OH501(c)(3)Matching Gift Support$100
Friends of Hayner IncTroy, OH501(c)(3)Membership Drive$100
Ohio Northern UniversityAda, OH501(c)(3)The Northern Fund$100
Troy Main Street IncTroy, OH501(c)(3)General Support$100
Troy-miami County Public LibraryTroy, OH501(c)(3)Dolly Parton Imagination Library Iho Richard Bender$100
Casagal of Miami County IncTroy, OH501(c)(3)Virtual Learning Academy$85
MIAMI COUNTY CHILDREN'S SERVICESTroy, OH501(c)(3)Ffa Participation$75
EAGLES' WINGS STABLE INCPiqua, OH501(c)(3)Matching Gift Support$50
Troy-hayner Cultural CenterTroy, OH501(c)(3)Piano Maintenance Imo Phyllis Warner$50
First United Methodist ChurchTroy, OH501(c)(3)General Support Imo Joan Dunfee$40
Habitat for HumanityTroy, OH501(c)(3)Matching Gift Support$25
Troy City SchoolsTroy, OH501(c)(3)Kids to College for Van Cleve$-1,445
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,619
Fundraising Direct Expenses$23,319
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas in the Village Tour$18,358$16,215$6,627$9,588
Miami East Alumni Fund Banquet$20,650$3,007-$3,007
Total Events$75,409$31,619$23,319$8,300
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY MORE THAN 35% OWNED BY TOM KLEPTZ, SPOUSE OF EXEC DIR MELISSA KLEPTZInvestment Management FeesNo$25,872
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agent Liabilities$6,348,384
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return preparer emails a copy of the form 990 to the finance officer, who forwards the return to the troy foundation's audit committee to review in detail before it is filed with the internal revenue service. After review, the return is sent to the board members prior to filing.

Form 990, Part VI, Section B, Line 12C

Each year at its annual meeting, the troy foundation's governing board, trustees committee, and distribution committee receive a copy of the conflict of interest policy. They are required to complete and submit the foundation's conflict of interest statement to the executive director listing all potential conflicts that may occur throughout the year.

Form 990, Part VI, Section B, Line 15

The process for determining the executive director's and other key employees' salaries includes a review and approval process by the governing body along with the use of data in regards to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. Records with respect to deliberations and decisions regarding the compensation arrangement are maintained.

Form 990, Part VI, Section C, Line 19

The organization's financial statements, governing documents, and conflict of interest policy are available upon request for the same period of time as set forth in the internal revenue code section 6104(d).

Filing and Contact Details

Filer

Filer Name
The Troy Foundation
EIN
31-6018703
Phone
9373398935
Address
216 W FRANKLIN ST, TROY, OH 45373

Signing Officer

Name
Melissa Kleptz
Title
Executive Director
Phone
9373398935
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Kleptz
Formed
1924
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
15

Preparer

Firm
Rsm US Llp
Address
6 SOUTH PATTERSON, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process by which the organization selects an independent accountant to conduct its audit has not changed since prior year.

Financial Statement Notes

PART V, LINE 4:

The organization's unrestricted funds are expended for charitable purposes as deemed appropriate by the distribution committee of the foundation. The organization's donor-advised funds include trusts which the donor may advise or appoint an advisory committee to recommend grants to the distribution committee. The organization's donor-designated funds include endowment funds, classified as permanently restricted, and, as such, distributions under these funds are limited to earnings on investments held by the funds. The organization's field-of-interest funds do not commit gifts to any particular organization. Grant recipients are identified by the foundation, which may take into consideration the suggestions of fund donors.

PART X, LINE 2:

Income tax footnote from the december 31, 2017 consolidated audited financial statements: the foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code. Management does not believe that the agency conducts any activities subject to taxation as unrelated business income. In addition, management concluded that there are no uncertain tax positions that require adjustment to the financial statements. With few exceptions, the foundation's federal information returns are no longer subject to examination by the internal revenue service for years before 2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 23,319.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Depreciation expense included on tf land, inc. Return 43,061. Fundraising expense 23,319.

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IRS990/Desc0IN 2017, THE TROY FOUNDATION PROVIDED NEARLY 1,800 GRANTS IN VARIOUS CATEGORIES INCLUDING ASSISTANCE TO PUBLIC AND PRIVATE EDUCATION INSTITUTIONS, ASSISTANCE FOR PUBLIC HEALTH AND WELFARE, AND ASSISTANCE FOR IMPROVEMENTS OF LIVING CONDITIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09808002
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036240
IRS990/FeesForServicesAccountingGrp/TotalAmt036240
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0266600
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0266600
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt919111
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN R WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES M JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM J FULKER
IRS990/Form990PartVIISectionAGrp/PersonNm3BRENT BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE DICKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE DIPPOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHY KERBER
IRS990/Form990PartVIISectionAGrp/PersonNm7JESSICA MINESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm9MELISSA KLEPTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9102107
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT GOV BD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT GOV BD
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY GOV BD (NONVOTING)
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOV BD
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOV BD
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOV BD/TTEE COM
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOV BD/DIST COM - BEG. 5/1/17
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOV BD
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOV BD/DIST COM - UNTIL 4/30/17
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt043790
IRS990/FundraisingDirectExpensesAmt023319
IRS990/FundraisingGrossIncomeAmt031619
IRS990/GainOrLossGrp/SecuritiesAmt05619342
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt09541402
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0788193
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0788193
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08753209
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08753209
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011023660
IRS990/GrossReceiptsAmt023248658
IRS990/GrossRentsGrp/RealAmt0975
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt053490
IRS990/InformationTechnologyGrp/TotalAmt053490
IRS990/InsuranceGrp/ManagementAndGeneralAmt07142
IRS990/InsuranceGrp/TotalAmt07142
IRS990/InvestmentIncomeGrp/ExclusionAmt02164342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02164342
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt080099839
IRS990/InvestmentsPubTradedSecGrp/EOYAmt090989160
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011824
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0648907
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0652534
IRS990/LandBldgEquipCostOrOtherBssAmt0664358
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05404318
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR THE COMMUNITY WE SERVE BY PROMOTING PHILANTHROPY AND STEWARDSHIP FOR A BETTER TOMORROW.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt078382893
IRS990/NetAssetsOrFundBalancesEOYAmt089153125
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05619342
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05619342
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08300
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08300
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0975
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0975
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03327100
IRS990/NoncashContributionsAmt06540799
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016541
IRS990/OccupancyGrp/TotalAmt016541
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020806
IRS990/OfficeExpensesGrp/TotalAmt020806
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038358
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038358
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc2CLEANING & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3ANNUAL REPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018697
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111974
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211761
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310446
IRS990/OtherExpensesGrp/TotalAmt018697
IRS990/OtherExpensesGrp/TotalAmt111974
IRS990/OtherExpensesGrp/TotalAmt211761
IRS990/OtherExpensesGrp/TotalAmt310446
IRS990/OtherLiabilitiesGrp/BOYAmt05428979
IRS990/OtherLiabilitiesGrp/EOYAmt06348384
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0166445
IRS990/OtherSalariesAndWagesGrp/TotalAmt0166445
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020734
IRS990/PayrollTaxesGrp/TotalAmt020734
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07991
IRS990/PensionPlanContributionsGrp/TotalAmt07991
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08423610
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09560460
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MELISSA KLEPTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05504472
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04922078
IRS990/PYInvestmentIncomeAmt04075736
IRS990/PYOtherExpensesAmt0483533
IRS990/PYOtherRevenueAmt012865
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03851087
IRS990/PYSalariesCompEmpBnftPaidAmt0336375
IRS990/PYTotalExpensesAmt05741986
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09593073
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt07443132
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0975
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02647307
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03395588
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010028062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05504472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02873945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02808616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02834456
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024049551
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02165317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01840721
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01836131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01796087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01732341
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09370597
IRS990ScheduleA/PublicSupportCY170Pct00.47010
IRS990ScheduleA/PublicSupportPY170Pct00.54530
IRS990ScheduleA/PublicSupportTotal170Amt015710086
IRS990ScheduleA/SubstantialContributorsTotAmt08339465
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010028062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05504472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02873945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02808616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02834456
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024049551
IRS990ScheduleA/TotalSupportAmt033420148
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0630693
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0630693
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0567101
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt042847653
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01588282
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt044815341
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01328562
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02275069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0454190
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt037873969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04461701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt042847653
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01452109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02418282
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0424669
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt038427369
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01550873
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt037873969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01440279
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-239325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0509867
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt036452293
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01220387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt038427369
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01215870
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02480426
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0462353
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt037401858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01435558
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt036452293
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0945945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-976825
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt07166869
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt07479363
IRS990ScheduleD/DonorAdvisedFundsHeldCnt043
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt017959669
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt021841
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011824
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033665
IRS990ScheduleD/ExpensesNotReportedAmt066380
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010377889
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt02876410
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt01763288
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0221
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt050135715
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03327100
IRS990ScheduleD/OtherExpensesIncludedAmt066380
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06348384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENT LIABILITIES
IRS990ScheduleD/OtherRevenueAmt023319
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26740
IRS990ScheduleD/RevenueNotReportedAmt03350419
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017821021
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S UNRESTRICTED FUNDS ARE EXPENDED FOR CHARITABLE PURPOSES AS DEEMED APPROPRIATE BY THE DISTRIBUTION COMMITTEE OF THE FOUNDATION. THE ORGANIZATION'S DONOR-ADVISED FUNDS INCLUDE TRUSTS WHICH THE DONOR MAY ADVISE OR APPOINT AN ADVISORY COMMITTEE TO RECOMMEND GRANTS TO THE DISTRIBUTION COMMITTEE. THE ORGANIZATION'S DONOR-DESIGNATED FUNDS INCLUDE ENDOWMENT FUNDS, CLASSIFIED AS PERMANENTLY RESTRICTED, AND, AS SUCH, DISTRIBUTIONS UNDER THESE FUNDS ARE LIMITED TO EARNINGS ON INVESTMENTS HELD BY THE FUNDS. THE ORGANIZATION'S FIELD-OF-INTEREST FUNDS DO NOT COMMIT GIFTS TO ANY PARTICULAR ORGANIZATION. GRANT RECIPIENTS ARE IDENTIFIED BY THE FOUNDATION, WHICH MAY TAKE INTO CONSIDERATION THE SUGGESTIONS OF FUND DONORS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2017 CONSOLIDATED AUDITED FINANCIAL STATEMENTS: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT DOES NOT BELIEVE THAT THE AGENCY CONDUCTS ANY ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 23,319.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DEPRECIATION EXPENSE INCLUDED ON TF LAND, INC. RETURN 43,061. FUNDRAISING EXPENSE 23,319.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.73260

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