Civic Intelligence

Hamilton Community Foundation Inc.

990 • Fiscal year 2015 • EIN 31-6038277

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileHAMILTONFOUNDATION.ORG

View Organization Page

319 N Third StreetHamilton, OH 45011

(513) 863-1389

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.14x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$152,288

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

19th percentile

-3.6%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

107%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$85,621,284

Down $3,190,530 (-3.6%) from 2014

Net Assets

Down

$83,440,581

Down $1,915,326 (-2.2%) from 2014

Liabilities

Down

$2,180,703

Down $1,275,204 (-37%) from 2014

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin85th percentile

Revenue

Up

$15,505,087

Up $8,003,509 (+107%) from 2014

Expenses

Up

$10,763,341

Up $4,058,358 (+61%) from 2014

Net Income

Up

$4,741,746

Up $3,945,151 (+495%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$200M$150M$100M$50M$0Assets 2010: $71,289,989Liabilities 2010: $2,058,576Net Assets 2010: $69,231,4132010Assets 2011: $69,025,244Liabilities 2011: $1,695,716Net Assets 2011: $67,329,5282011Assets 2012: $76,188,512Liabilities 2012: $2,350,802Net Assets 2012: $73,837,7102012Assets 2013: $86,308,700Liabilities 2013: $2,194,161Net Assets 2013: $84,114,5392013Assets 2014: $88,811,814Liabilities 2014: $3,455,907Net Assets 2014: $85,355,9072014Assets 2015: $85,621,284Liabilities 2015: $2,180,703Net Assets 2015: $83,440,5812015Assets 2016: $85,646,563Liabilities 2016: $2,528,727Net Assets 2016: $83,117,8362016Assets 2017: $92,411,268Liabilities 2017: $2,300,431Net Assets 2017: $90,110,8372017Assets 2018: $86,363,813Liabilities 2018: $2,061,676Net Assets 2018: $84,302,1372018Assets 2019: $100,734,634Liabilities 2019: $2,361,433Net Assets 2019: $98,373,2012019Assets 2020: $111,830,534Liabilities 2020: $4,821,510Net Assets 2020: $107,009,0242020Assets 2021: $145,905,583Liabilities 2021: $13,737,759Net Assets 2021: $132,167,8242021Assets 2022: $133,764,433Liabilities 2022: $14,214,764Net Assets 2022: $119,549,6692022Assets 2023: $146,765,472Liabilities 2023: $13,880,512Net Assets 2023: $132,884,9602023Assets 2024: $167,460,468Liabilities 2024: $14,834,750Net Assets 2024: $152,625,7182024

Highlighted filing

2015

Assets$85,621,284
Liabilities$2,180,703
Net Assets$83,440,581
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $6,599,3072010Expenses 2011: $6,418,6652011Expenses 2012: $7,776,1262012Revenue 2013: $9,783,966Expenses 2013: $6,847,056Net Income 2013: $2,936,9102013Revenue 2014: $7,501,578Expenses 2014: $6,704,983Net Income 2014: $796,5952014Revenue 2015: $15,505,087Expenses 2015: $10,763,341Net Income 2015: $4,741,7462015Revenue 2016: $10,362,533Expenses 2016: $11,134,921Net Income 2016: -$772,3882016Revenue 2017: $5,861,198Expenses 2017: $7,063,257Net Income 2017: -$1,202,0592017Revenue 2018: $7,395,051Expenses 2018: $5,831,585Net Income 2018: $1,563,4662018Revenue 2019: $8,156,648Expenses 2019: $5,463,613Net Income 2019: $2,693,0352019Revenue 2020: $6,001,622Expenses 2020: $7,292,009Net Income 2020: -$1,290,3872020Revenue 2021: $25,541,402Expenses 2021: $7,582,132Net Income 2021: $17,959,2702021Revenue 2022: $17,995,385Expenses 2022: $8,363,574Net Income 2022: $9,631,8112022Revenue 2023: $14,457,747Expenses 2023: $11,136,375Net Income 2023: $3,321,3722023Revenue 2024: $31,562,395Expenses 2024: $11,820,167Net Income 2024: $19,742,2282024

Highlighted filing

2015

Revenue$15,505,087
Expenses$10,763,341
Net Income$4,741,746
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$42,739,555
Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Building a better community through creative philanthropy, vision, and leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$67,256,880$58,543,036▼ $8,713,844
Other Notes and Loans Receivable, Net$7,743,555$9,262,858▲ $1,519,303
Investments Other Securities$5,219,082$7,274,255▲ $2,055,173
Land, Buildings, and Equipment, Net$5,076,466$5,615,402▲ $538,936
Savings and Temporary Cash Investments$2,633,014$4,251,032▲ $1,618,018
Prepaid Expenses and Deferred Charges$141$456▲ $315
Cash and Non-Interest-Bearing Accounts$400$401▲ $1
Total Assets$88,811,814$85,621,284▼ $3,190,530
Other Assets Total$882,276$673,844▼ $208,432
Liabilities
Grants Payable$3,387,753$2,114,916▼ $1,272,837
Accounts Payable and Accrued Expenses$68,154$65,787▼ $2,367
Total Liabilities$3,455,907$2,180,703▼ $1,275,204
Net Assets / Fund Balance
Temporarily Rstr Net Assets$24,823,682$41,781,168▲ $16,957,486
Unrestricted Net Assets$20,731,180$22,335,006▲ $1,603,826
Permanently Rstr Net Assets$39,801,045$19,324,407▼ $20,476,638
Total Net Assets Fund Balance$85,355,907$83,440,581▼ $1,915,326
Total Liabilities and Net Assets / Fund Balance$88,811,814$85,621,284▼ $3,190,530

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,222,531$4,054,239$9,276,770
Land$347,519-$347,519
Equipment$45,352$53,426$98,778
Other Land Buildings$0$4,995$4,995
Other Securities$212,593--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$73,638,277$8,459,139▼ $2,135,437$10,031,555$69,930,424
2014$38,705,462$1,151,096▲ $2,261,832$204,655$40,509,781
2013$34,404,190$479,672▲ $5,641,403$222,652$38,705,462
2012$28,747,994$2,296,741▲ $4,640,676$257,828$34,404,190
2011$45,768,975$180,458▼ $15,244,853-$28,747,994
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John GuidugliCEOFT$145,050$7,238$152,288

Board Members and Trustees

NameTitle
Herman SandersChair
Heather LewisVice Chair
Cindy ParrishTrustee
James FittonTrustee
John KirschTrustee
Kathleen KlinkTrustee
Sara CarruthersTrustee
Steve TimmerTrustee
Thomas RentschlerTrustee
Lee ParrishLegal Counsel
Scott HartfordSecretary
Craig WilkesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MskEngineering462 SOUTH LUDLOW ALLEY, Columbus, OH 43215$238,537
Revenue and Support

Revenue Composition

Contributions and Grants
$8,459,139
Program Service Revenue
$730,247
Investment Income
$6,315,701
Other Revenue
$0
All Other Contributions
$8,459,139
Change in Net Assets
$4,741,746

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,537,607
Revenue Not Reported on Financial Statements
$967,480
Revenue Not Reported on Form 990
$-7,178,872
Other Revenue Adjustments
$-20,932
Total Revenue per Audited Statements
$7,358,735
Total Revenue per Form 990
$15,505,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,782,641
Other Expenses$1,394,891
Salaries, Compensation, and Employee Benefits$585,809
Total Fundraising Expense$144,650
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,261,416--$8,261,416
Fees for Service Investment Mgmnt Fees$804,441$199,292-$1,003,733
Grants to Domestic Individuals$521,225--$521,225
Other Salaries and Wages$188,744$113,246$75,497$377,487
Depreciation Depletion$19,870$216,194-$236,064
Current Officers, Directors, Trustees, and Key Employees$76,144$45,686$30,458$152,288
Payroll Taxes$19,002$11,401$7,601$38,004
Occupancy$21,287$3,699-$24,986
Conferences and Meetings$5,251$1,750$10,502$17,503
Pension Plan Contributions$7,529$4,518$3,012$15,059
Fees for Services Accounting$2,762$9,666$1,381$13,809
Advertising$3,873$1,291$7,747$12,911
Insurance-$12,619-$12,619
Office Expenses$647$8,802-$9,449
Fees for Services Other-$9,288-$9,288
Information Technology$3,481$2,453$1,185$7,119
Other Employee Benefits$1,486$891$594$2,971
Travel$1,481$888$592$2,961
Fees for Services Legal$347$1,213$173$1,733
Other Expenses$9,517$526$1,120$526
Total Functional Expenses$9,973,033$645,658$144,650$10,763,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,763,341
Total Expenses per Audited Statements$10,049,061
Expenses per Audited Statements$9,774,929
Expenses Not Reported on Financial Statements$988,412
Expenses Not Reported on Form 990$274,132
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton Parks ConservencyHamilton, OH501(c)(3)Main Street Area Improve Program$1,736,250
Hamilton Core FundHamilton, OH501(c)(3)Cooking Through the Curriculum$1,400,000
City of Hamilton One Renaissance CenterHamilton, OH115(2)Great Miami River Recreation Trail, Phase2$1,310,141
Fitton Center for Creative ArtsHamilton, OH501(c)(3)General Support$859,521
Hamilton Core FundHamilton, OH501(c)(3)Corestrategic Property Fund$444,134
City of HamiltonHamilton, OH115(2)In Memory of Philip Doran$238,537
Ywca of HamiltonHamilton, OH501(c)(3)Girls Inc. Summer Program$159,479
Greenwood Cemetery AssociationHamilton, OH501(c)(13)Historical Video of Greenwood Cemetery$136,795
Christ Church of GlendaleGlendale, OH501(c)(3)General Support$124,000
Great Miami Valley YmcaHamilton, OH501(c)(3)Hamilton Central Ymca Y Care Fund$105,000
Hamilton Core FundHamilton, OH501(c)(3)Residential Redevelopment Program$100,000
Hamilton Parks ConservencyHamilton, OH501(c)(3)General Support$74,996
Miami University FoundationOxford, OH501(c)(3)Fredcottrell Scholarship Fund - Scripps Foundation$65,000
Hamilton Parks ConservencyHamilton, OH501(c)(3)Playground System for Wilson Pool Park$64,195
Hamilton City SchoolsHamilton, OH501(c)(3)Expenses for New Mausoleum$60,000
Partners in PrimeHamilton, OH501(c)(3)The Fleet Transportation Campaign$58,127
Ocean Reef Community FoundationKey Largo, FL501(c)(3)The Palette Society$46,079
Pyramid Hill Sculpture Park & MuseumHamilton, OH501(c)(3)BUTLER COUNTY WOMEN'S HEALTH INITIATIVE -DIVALICIOUS HEALTH$46,000
The Presbyterian ChurchHamilton, OH501(c)(3)General Support$42,800
Parachute- Butler County CasaHamilton, OH501(c)(3)General Support$40,400
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Youth Development - Operating Support for July 1, 2015 to June 30, 2016$40,000
3cdc - Cincinnati Center City Development CorporationCincinnati, OH501(c)(3)2015 Operational Donation for Cintrifuse$33,000
City of HamiltonHamilton, OH115(2)Monument Cabin Phase 2$31,000
Hamilton Economic Development CorpHamilton, OH501(c)(3)General Support$30,000
The Center for Family SolutionsHamilton, OH501(c)(3)General Support$30,000
Operation Pumpkin IncHamilton, OH501(c)(3)Purchase of Box Truck$26,000
Badin High SchoolHamilton, OH501(c)(3)We Remember...celebrate...believe - Major Gift$25,000
Emergency Money FundHamilton, OH501(c)(3)Allocations for St. Raphael$25,000
Family Promise of Butler CountyHamilton, OH501(c)(3)Interfaith Hospitality Network$25,000
Flying Horse FarmsMt Gilead, OH501(c)(3)General Support$25,000
People Working Ooperatively IncCincinnati, OH501(c)(3)Meals on Wheels$25,000
Hospice of CincinnatiCincinnati, OH501(c)(3)General Support$23,750
Badin High SchoolHamilton, OH501(c)(3)General Support$23,500
Trinity Episcopal ChurchHamilton, OH501(c)(3)General Support$23,145
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)General Support$20,395
New Oaks Community the Fathers House ProgramHamilton, OH501(c)(3)General Support$20,000
Open Door Food PantryHamilton, OH501(c)(3)General Support$20,000
Teach for America IncNew York, NY501(c)(3)Moving Beyond Depression$20,000
University of Notre DameNotre Dame, IN501(c)(3)General Support$20,000
Badin High SchoolHamilton, OH501(c)(3)Tuition Assistance$18,920
City of Hamilton Finance DepartmentHamilton, OH115(2)2015 Clut for Tv Hamilton$17,812
Great Miami Valley YmcaHamilton, OH501(c)(3)Operating Expenses for Btw Preschool 11/3/14 - 5/22/15$17,200
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Annual Auction$16,000
Great Miami Valley YmcaHamilton, OH501(c)(3)General Support$15,953
Good Shepherd Catholic ChurchDenver, CO501(c)(3)General Support$15,000
Miami University FoundationOxford, OH501(c)(3)Lifespan Inc. School Based Support Services Evaluation Plan$15,000
Ocean Reef Community FoundationKey Largo, FL501(c)(3)Donation/support for Auction Items at Annual Fundraising Event$15,000
Real Life CatholicGreenwood Village, CO501(c)(3)PRESIDENT'S FUND$15,000
Bridgeport Leader in MeHamilton, OH501(c)(3)2015 Tuition Assistance for Nursing Students$14,734
Capital UniversityColumbus, OH501(c)(3)General Support$13,237
St Peter in Chains SchoolHamilton, OH501(c)(3)Purchase of a New Thermal Imaging Camera$13,198
Hamilton City SchoolsHamilton, OH501(c)(3)Professional Design Services for Marcum Park$13,000
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)Final Payment for Orchestral Composition Imo Melinda Unklesbay$12,500
Fort Hamilton Hospital FoundationHamilton, OH501(c)(3)General Support$12,000
Badin High SchoolHamilton, OH501(c)(3)8% ANNUAL DISTRIBUTION FOR SCHOLARSHIPS-2015$11,864
Barbara Bush Foundation for Family LiteracyTallahassee, FL501(c)(3)BB@90$10,000
Hearing Speech & Deaf Center of Greater CincinnatiCincinnati, OH501(c)(3)Mozart Festival$10,000
Lifespan IncHamilton, OH501(c)(3)General Support$10,000
Miami University-hamiltonHamilton, OH501(c)(3)Michael J. Colligan History Project$10,000
Talbert HouseCincinnati, OH501(c)(3)Tuition Assistance$10,000
University of Notre DameNotre Dame, IN501(c)(3)Center for Culture and Ethics$10,000
Hamilton City SchoolsHamilton, OH501(c)(3)PARTICIPATION FEE FOR 2 STUDENTS IN THE YOUNG MUSICIAN'S CLUB$9,990
Butler County Historical SocietyHamilton, OH501(c)(3)General Support$9,933
Emergency Money FundHamilton, OH501(c)(3)General Support$9,413
Butler County United WayHamilton, OH501(c)(3)General Support$9,350
St Clair Township Fire DepartmentHamilton, OH501(c)(4)Donation for 5k$9,022
Lifespan IncHamilton, OH501(c)(3)REFERREL AND FEEDBACK PROCESS FOR LIFESPAN'S PATHWAYS TO HEALTH PROPOSAL$9,000
Greenwood Cemetery AssociationHamilton, OH501(c)(13)Booker T. Washington Community Center$8,000
City of Hamilton One Renaissance CenterHamilton, OH115(2)Reimbursement to Health Department for the Cleen Initiative$7,740
City of HamiltonHamilton, OH115(2)General Support$7,400
First St John United Church of ChristHamilton, OH501(c)(3)Replacement of A/c, Electric Panel Repairs, and Water Heater$6,942
Hamilton Parks ConservencyHamilton, OH501(c)(3)Tree Removal for 2014 Contract$6,700
Antique and Classic Car Club of Butler CountyHamilton, OH501(c)(4)61st Antique and Classic Car Show - 2015$6,000
The Salvation ArmyHamilton, OH501(c)(3)Grand Prize Float Winner-2015 July 4th Parade$5,915
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)General Support$5,850
Open Door Food PantryHamilton, OH501(c)(3)General Support$5,614
Miami University-hamiltonHamilton, OH501(c)(3)JUSTICE AND LAWIN SAMOA: STUDY ABROAD$5,500
Immanuel Lutheran ChurchHamilton, OH501(c)(3)General Support$5,260
Shared Harvest FoodbankFairfield, OH501(c)(3)General Support$5,150
Butler County Community Health Consortium IncHamilton, OH501(c)(3)Hamilton Home Repair and Modification Program$5,027
Butler CountyHamilton, OH115(2)Emergency Communications Tower Site$5,000
Butler County Educational Service CenterHamilton, OH501(c)(3)Kindergarten Readiness Camp$5,000
Caring Partners InternationalFranklin, OH501(c)(3)Community Care Expansion - Nutrition Distribution 2015$5,000
Fairfield Township Fire DepartmentHamilton, OH115(2)Auto Extrication Equipment$5,000
Hamilton City SchoolsHamilton, OH501(c)(3)Equipment$5,000
Hamilton Ohio City of Sculpture IncHamilton, OH501(c)(3)General Support$5,000
Hope ChurchMason, OH501(c)(3)Charitable Services Program$5,000
Josephinum AcademyChicago, IL501(c)(3)Hamilton Startready Scholarships$5,000
Miami University-hamiltonHamilton, OH501(c)(3)2015 Annual Tuition Assistance$5,000
Miami Valley Ballet TheatreHamilton, OH501(c)(3)Nancy Sohngen Cottrell Leader Scholarship$5,000
Millville Avenue Church of GodHamilton, OH501(c)(3)MVBT WITHOUT LIMITS: A DANCE PROGRAM FOR ADULTS & CHILDREN WITH DISABILITIES$5,000
MisericordiaChicago, IL501(c)(3)Ready Set Go Backpacks$5,000
Ocean Reef Art LeaqueKey Largo, FL501(c)(3)Renovation of Former Bc Childrens Home Into Fathers House Foster/adoptive Care Center$5,000
Ocean Reef Cultural CenterKey Largo, FL501(c)(3)Anglers Club Community Fund Lakes$5,000
Serve CityHamilton, OH501(c)(3)JULY 4TH FIREWORKS FOR HAMILTON'S CELEBRATION$5,000
Sojourner Recovery Services IncHamilton, OH501(c)(3)Banners for City of Character$5,000
University of Notre DameNotre Dame, IN501(c)(3)Marian H. Cisle Endowment for Excellence Fund$5,000
Wayne Township Fire Dept & Life SquadTrenton, OH501(c)(4)For the Jacque and Linda Huber Scholarship Fund$5,000
City of HamiltonHamilton, OH115(2)River Cleanup Signs and Banners$4,800
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Girls Setting Goals$4,000
Hamilton City SchoolsHamilton, OH501(c)(3)HAMILTON ATHLETICS - HAMILTON HIGH WOMEN'S SOCCER$4,000
Colonial Co Community First SolutionsHamilton, OH501(c)(3)Berkley Property Enhancement Fund$3,500
Colonial Co Community First SolutionsHamilton, OH501(c)(3)Social Services$3,200
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Social Services$3,000
Family Promise of Butler CountyHamilton, OH501(c)(3)Social Services$3,000
City of Hamilton One Renaissance CenterHamilton, OH115(2)City of Hamilton Concert Series$2,810
Ywca of HamiltonHamilton, OH501(c)(3)Purchase 25 Pair of Leather Turnout Gear Boots and 2 Tablets With Covers$2,750
Parachute- Butler County CasaHamilton, OH501(c)(3)General Support$2,550
Butler County Educational Service CenterHamilton, OH501(c)(3)Butler Co. Success Program$2,510
Hamilton City SchoolsHamilton, OH501(c)(3)District Help Fund$2,500
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)2015 Tillman Memorial Concert$2,400
Lifespan IncHamilton, OH501(c)(3)General Support$2,237
Miami University-hamiltonHamilton, OH501(c)(3)Cpl. Nicholas Olivas Valor Award$2,000
Ocean Reef Community FoundationKey Largo, FL501(c)(3)General Support$2,000
The Presbyterian ChurchHamilton, OH501(c)(3)General Support$2,000
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Donation From Leadership Hamilton Class 24$1,685
Great Miami Valley YmcaHamilton, OH501(c)(3)General Support$1,500
Hamilton City SchoolsHamilton, OH501(c)(3)H2O QUALITY STUDY: ENVIRONMENTAL SCIENCE STUDENTS$1,500
Groundwater ConsortiumFairfield, OH115(2)Backpack Program Support for 12 Children$1,438
Hamilton City SchoolsHamilton, OH501(c)(3)Start Ready Preschool Scholarship$1,325
Shared Harvest FoodbankFairfield, OH501(c)(3)General Support$1,260
Badin High SchoolHamilton, OH501(c)(3)EVERYDAY ART: TILT-TOP TABLES FOR THE ART CLASSROOM$1,000
Badin High SchoolHamilton, OH501(c)(3)Scholar Leader Program$1,000
Butler County Educational Service CenterHamilton, OH501(c)(3)Donation for Head Start to Purchase Car Seats$1,000
Butler County Historical SocietyHamilton, OH501(c)(3)Garage Roof Repair Not Covered by Insurance$1,000
Colonial Co Community First SolutionsHamilton, OH501(c)(3)For Colonial Foundation$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)Edward Tendam Memorial Gifts$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)H.y.p.e. Program at Highland Elementary$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)Blue Star Academic Incentive Program at Hamilton High School$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)Brookwood Lego League$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)High Interest Literacy Stations$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)Adaptive Skills Learning Cohort$1,000
Hamilton City SchoolsHamilton, OH501(c)(3)July 4, 2015 Parade Participation by Hhs Band$1,000
Pyramid Hill Sculpture Park & MuseumHamilton, OH501(c)(3)General Support$1,000
The Presbyterian ChurchHamilton, OH501(c)(3)Elevator Fund$1,000
Colonial Co Community First SolutionsHamilton, OH501(c)(3)Life Care Fund$750
Fort Hamilton Hospital FoundationHamilton, OH501(c)(3)SUPPORT FOR "TICKET TO HOLLYWOOD" FUNDRAISER$750
Hamilton City SchoolsHamilton, OH501(c)(3)Sphero Education$600
Badin High SchoolHamilton, OH501(c)(3)Tuition Assistance - Notre Dame Alumni Scholarship$500
Boys & Girls Club of HamiltonHamilton, OH501(c)(3)Recreation$500
Caring Partners InternationalFranklin, OH501(c)(3)General Support$500
Fort Hamilton Hospital FoundationHamilton, OH501(c)(3)Education/ Youth$500
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)Orchestral Composition Imo Melinda Unklesbay$500
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)General Support$400
Hamilton-fairfield Symphony OrchestraHamilton, OH501(c)(3)Music Scholarship Awards$400
Hamilton Ohio City of Sculpture IncHamilton, OH501(c)(3)Sled Race Sponsor for 2015 Icefest$300
Partners in PrimeHamilton, OH501(c)(3)General Support$300
City of Hamilton One Renaissance CenterHamilton, OH115(2)54 Cases of Bottled Water for Clean Sweep of Miami River Held 10-14-15$259
Miami University FoundationOxford, OH501(c)(3)Michael J. Colligan History Project$250
Partners in PrimeHamilton, OH501(c)(3)BE A CHILD'S VOICE / LET'S MAKE TODAY SPECIAL PROGRAM$250
The Center for Family SolutionsHamilton, OH501(c)(3)Creation of a Family Justice Center$200
Colonial Co Community First SolutionsHamilton, OH501(c)(3)In Memory of Ida Wile$150
Butler County Historical SocietyHamilton, OH501(c)(3)Expense Reimbursement for Ipower$142
Butler County Historical SocietyHamilton, OH501(c)(3)Expense Reimbursement for Heritage Hall$106
Colonial Co Community First SolutionsHamilton, OH501(c)(3)Employee Assistance Fund at Berkeley Square$100
Colonial Co Community First SolutionsHamilton, OH501(c)(3)For the Ellen Weigel Fund$100
Butler County Historical SocietyHamilton, OH501(c)(3)Portable Tripod Projector Screen$67
Hamilton City SchoolsHamilton, OH501(c)(3)Tv Hamilton$60

International Summary

Offices
0
Employees
0
Spending
$5,971,946

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestment---$5,971,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
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 A, Line 2

“Two of the trustees, lee parrish and cindy parrish, are brother and sister.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 is reviewed by all the members of the board prior to filing.”

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

“An annual disclosure statement must be signed. The board reviews new situations in light of the policies. In the event that an organization with which a trustee or committee member or an immediate family member is affiliated with applies for a foundation grant, the trustee or committee member must refrain from participating in any discussions or voting related to the grant request.”

Form 990, Part VI, Section B, Line 15A

“The board reviews the compensation package and sets goals for the year. The board uses comparability data and national surveys from the current year.the organization does not compensate other officers or key employees”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hamilton Community Foundation
EIN
31-6038277
Phone
5138631389
Address
319 N THIRD STREET, HAMILTON, OH 45011

Signing Officer

Name
John Guidugli
Title
President/CEO
Phone
5138631389
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Guidugli
Formed
1951
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
80

Preparer

Firm
Mountjoy Chilton Medley Llp
Address
201 EAST FIFTH STREET SUITE 2100, CINCINNATI, OH 45202
Preparer
Kathleen Mitts CPA
Phone
5135791717
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase in of csv of life insurance -11,189.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior years.”

Financial Statement Notes

PART III, LINE 4:

“Lane-hooven house and period furniture are used as administrative offices of the organization. They are available to be toured by public free of charge and hcf is helping to preserve them for future generations.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase in fair value of csv of life insurance”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Expense reclassified as loss on held for sale property”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expense reclassified as loss on held for sale property”

Part V Line 1G

“The endowment funds were incorrectly accounted for in the prior year causing a difference in the 2014 ending balance and 2015 beginning balance.”

Raw XML AppendixShowing 400 of 2,096 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068154
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt065787
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BUILDING A BETTER COMMUNITY THROUGH CREATIVE PHILANTHROPY, VISION, AND LEADERSHIP.
IRS990/AdvertisingGrp/FundraisingAmt07747
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01291
IRS990/AdvertisingGrp/ProgramServicesAmt03873
IRS990/AdvertisingGrp/TotalAmt012911
IRS990/AllOtherContributionsAmt08459139
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL SANDER
IRS990/BooksInCareOfDetail/PhoneNum05138631717
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0319 N THIRD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045011
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0400
IRS990/CashNonInterestBearingGrp/EOYAmt0401
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt030458
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt045686
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt076144
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0152288
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt010502
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01750
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05251
IRS990/ConferencesMeetingsGrp/TotalAmt017503
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0238537
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0462 SOUTH LUDLOW ALLEY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0COLUMBUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd043215
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MSK
IRS990/ContractorCompensationGrp/ServicesDesc0ENGINEERING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08459139
IRS990/CYGrantsAndSimilarPaidAmt08782641
IRS990/CYInvestmentIncomeAmt06315701
IRS990/CYOtherExpensesAmt01394891
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0730247
IRS990/CYRevenuesLessExpensesAmt04741746
IRS990/CYSalariesCompEmpBnftPaidAmt0585809
IRS990/CYTotalExpensesAmt010763341
IRS990/CYTotalFundraisingExpenseAmt0144650
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015505087
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0216194
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019870
IRS990/DepreciationDepletionGrp/TotalAmt0236064
IRS990/Desc0THE FOUNDATION RECEIVED CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUITIFICATION, COMMUNITY DEVELOPMENT AND RECREATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09973033
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01381
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09666
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02762
IRS990/FeesForServicesAccountingGrp/TotalAmt013809
IRS990/FeesForServicesLegalGrp/FundraisingAmt0173
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01213
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0347
IRS990/FeesForServicesLegalGrp/TotalAmt01733
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09288
IRS990/FeesForServicesOtherGrp/TotalAmt09288
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0199292
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0804441
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01003733
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127238
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS RENTSCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN KIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN KLINK
IRS990/Form990PartVIISectionAGrp/PersonNm3SARA CARRUTHERS
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES FITTON
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE TIMMER
IRS990/Form990PartVIISectionAGrp/PersonNm6CINDY PARRISH
IRS990/Form990PartVIISectionAGrp/PersonNm7LEE PARRISH
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT HARTFORD
IRS990/Form990PartVIISectionAGrp/PersonNm9HERMAN SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm11CRAIG WILKES
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN GUIDUGLI
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12145050
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7LEGAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-20932
IRS990/GainOrLossGrp/SecuritiesAmt04186162
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt08782641
IRS990/GrantsPayableGrp/BOYAmt03387753
IRS990/GrantsPayableGrp/EOYAmt02114916
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0521225
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0521225
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08261416
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08261416
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt070208
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031329490
IRS990/GrossReceiptsAmt042739555
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01185
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02453
IRS990/InformationTechnologyGrp/ProgramServicesAmt03481
IRS990/InformationTechnologyGrp/TotalAmt07119
IRS990/InsuranceGrp/ManagementAndGeneralAmt012619
IRS990/InsuranceGrp/TotalAmt012619
IRS990/InvestmentIncomeGrp/ExclusionAmt02144216
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02150471
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt06255
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05219082
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07274255
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067256880
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058543036
IRS990/IRPDocumentCnt080
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04112660
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05076466
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05615402
IRS990/LandBldgEquipCostOrOtherBssAmt09728062
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt091140
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027143328
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION RECEIVES CONTRIBUTIONS FROM DONORS IN THE COMMUNITY AND THEN THROUGH THE ABOVE GIFTS AND GRANTS ENRICH THE COMMUNITY THROUGH STRATEGIC GRANT MAKING IN THE FIELDS OF THE ARTS, EDUCATION, HOUSING, SOCIAL SERVICES, CIVIC BEAUTIFICATION, COMMUNITY DEVELOPMENT AND RECREATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt085355907
IRS990/NetAssetsOrFundBalancesEOYAmt083440581
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04165230
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04165230
IRS990/NetUnrelatedBusTxblIncmAmt05255
IRS990/NetUnrlzdGainsLossesInvstAmt0-7420883
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03699
IRS990/OccupancyGrp/ProgramServicesAmt021287
IRS990/OccupancyGrp/TotalAmt024986
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08802
IRS990/OfficeExpensesGrp/ProgramServicesAmt0647
IRS990/OfficeExpensesGrp/TotalAmt09449
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0882276
IRS990/OtherAssetsTotalGrp/EOYAmt0673844
IRS990/OtherChangesInNetAssetsAmt0-11189
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0594
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0891
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01486
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02971
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT & TRAINING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04788
IRS990/OtherExpensesGrp/FundraisingAmt11120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2526
IRS990/OtherExpensesGrp/ProgramServicesAmt015690
IRS990/OtherExpensesGrp/ProgramServicesAmt18840
IRS990/OtherExpensesGrp/ProgramServicesAmt29517
IRS990/OtherExpensesGrp/TotalAmt015690
IRS990/OtherExpensesGrp/TotalAmt115303
IRS990/OtherExpensesGrp/TotalAmt211197
IRS990/OtherExpensesGrp/TotalAmt3526
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt075497
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113246
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0188744
IRS990/OtherSalariesAndWagesGrp/TotalAmt0377487
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07743555
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09262858
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07601
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011401
IRS990/PayrollTaxesGrp/ProgramServicesAmt019002
IRS990/PayrollTaxesGrp/TotalAmt038004
IRS990/PensionPlanContributionsGrp/FundraisingAmt03012
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04518
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07529
IRS990/PensionPlanContributionsGrp/TotalAmt015059
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt039801045
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt019324407
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0141
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0456
IRS990/PrincipalOfficerNm0JOHN GUIDUGLI
IRS990/PriorPeriodAdjustmentsAmt0775000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0730247
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0730247
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04536317
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04383506
IRS990/PYInvestmentIncomeAmt02131132
IRS990/PYOtherExpensesAmt01701199
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0834129
IRS990/PYRevenuesLessExpensesAmt0796595
IRS990/PYSalariesCompEmpBnftPaidAmt0620278
IRS990/PYTotalExpensesAmt06704983
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07501578
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04741746
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0730247
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02633014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04251032
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08459139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04536317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04782238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05472589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04176264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027426547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02150471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01907589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02823358
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01699142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01772752
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010353312
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03739765
IRS990ScheduleA/PublicSupportCY170Pct00.45640
IRS990ScheduleA/PublicSupportPY170Pct00.68410
IRS990ScheduleA/PublicSupportTotal170Amt017240990
IRS990ScheduleA/SubstantialContributorsTotAmt010185557
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08459139
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04536317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04782238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05472589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04176264
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027426547
IRS990ScheduleA/TotalSupportAmt037779859
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0370100
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13700
IRS990ScheduleD/BuildingsGrp/BookValueAmt05222531
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04054239
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09276770
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,621,284
Liabilities
$2,180,703
Net assets
$83,440,581
Revenue
$15,505,087
Expenses
$10,763,341
Net income
$4,741,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$167$14.8$153$31.6$11.8$19.7
2023Detailed filing. Detailed filing data is available for this year.$147$13.9$133$14.5$11.1$3.32
2022Detailed filing. Detailed filing data is available for this year.$134$14.2$120$18.0$8.36$9.63
2021Detailed filing. Detailed filing data is available for this year.$146$13.7$132$25.5$7.58$18.0
2020Detailed filing. Detailed filing data is available for this year.$112$4.82$107$6.00$7.29$1.29
2019Detailed filing. Detailed filing data is available for this year.$101$2.36$98.4$8.16$5.46$2.69
2018Detailed filing. Detailed filing data is available for this year.$86.4$2.06$84.3$7.40$5.83$1.56
2017Detailed filing. Detailed filing data is available for this year.$92.4$2.30$90.1$5.86$7.06$1.20
2016Detailed filing. Detailed filing data is available for this year.$85.6$2.53$83.1$10.4$11.1$0.77
2015Detailed filing. Detailed filing data is available for this year.$85.6$2.18$83.4$15.5$10.8$4.74
2014Detailed filing. Detailed filing data is available for this year.$88.8$3.46$85.4$7.50$6.70$0.80
2013Detailed filing. Detailed filing data is available for this year.$86.3$2.19$84.1$9.78$6.85$2.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.2$2.35$73.8$7.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.0$1.70$67.3$6.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$2.06$69.2$6.60