2023-11-09T12:25:27-06:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990 2022-01-01 311661966 THE NORTHERN CINCINNATI FOUNDATION NORT 5138745450 8897 CINCINNATI DAYTON RD WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT & CEO 5138745450 2023-11-07 1 ERIN CLEMONS XXX-XX-XXXX 0 ANNAMARIE REILLY CPA P00431897 5135791717 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIN CLEMONS 8897 CINCINNATI DAYTON RD WEST CHESTER OH 45069 6755728 0 X WWW.NORTHERNCINCINNATI.FOUNDATION X 1999 OH TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES. 13 13 3 15 0 0 4413565 1561082 196299 200708 1406616 117468 27652 0 6044132 1879258 2595735 1709891 0 0 213974 253414 0 0 222770 318189 281992 3127898 2245297 2916234 -366039 25114822 21388644 0 0 25114822 21388644 X TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE MORE VIBRANT COMMUNITIES IN NORTHERN CINCINNATI. 0 0 1765344 1659891 200708 THE NORTHERN CINCINNATI FOUNDATION GRANTS OVER $1M ANNUALLY THROUGH SCHOLARSHIPS AND DONOR FUNDS TO SUPPORT LOCAL AND NATIONAL CHARITABLE CAUSES. 50000 50000 THE NORTHERN CINCINNATI FOUNDATION GRANTS OVER $50,000 ANNUALLY THROUGH THE COMMUNITY GRANTS AND COMMUNITY SCHOLARSHIPS PROGRAMS. THE GRANT DOLLARS ARE RAISED THROUGH ANNUAL FUNDRAISING EFFORTS BY THE FOUNDATION. 100% OF THE PROCEEDS ARE USED FOR GRANTING PURPOSES IN OUR COMMUNITIES. 11777 THE POWER OF THE PURSE (POP) FUND IS A WOMEN'S GIVING CIRCLE DEDICATED TO STRENGTHENING THE COMMUNITY BY PROVIDING GRANT FUNDS TO NON-PROFIT ORGANIZATIONS SERVING THE INTERESTS OF WOMEN & CHILDREN. MEMBERS OF POP WORK TO EDUCATE AND INSPIRE OTHERS, AND PROMOTE PHILANTHROPY AMONG WOMEN IN OUR COMMUNITY. POWER OF THE PURSE ACCEPTS GRANT REQUESTS FOR NEW OR EXISTING PROJECTS THAT FOCUS ON MEETING THE BASIC NEEDS OF FOOD, SHELTER, OR HEALTH CARE FOR WOMEN OR CHILDREN IN OUR COMMUNITIES. 5130 YOUTH IN PHILANTHROPY (YIP) IS A PROGRAM DESIGNED TO INTRODUCE LOCAL HIGH SCHOOL STUDENTS TO PHILANTHROPY AND COMMUNITY DEVELOPMENT. THE PROGRAM PROVIDES HANDS-ON EXPERIENCE THAT BENEFITS BOTH THE PARTICIPATING STUDENTS AND LOCAL CHARITIES. STUDENTS WORK IN THE COMMUNITY TO RAISE MONEY, BUILD ENDOWMENT FUNDS, AND MAKE GRANTS TO NON-PROFIT ORGANIZATIONS IMPROVING THE LIVES OF YOUTH IN OUR COMMUNITY. ENGAGING YOUTH IN PHILANTHROPY IS AN OPPORTUNITY TO PREPARE YOUNG PEOPLE TO BE ACTIVE, LIFELONG COMMUNITY CITIZENS. 5130 1832251 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X NANCY FISTER 5138745450 8897 CINCINNATI DAYTON RD WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT & CEO 40.00 X 115000 0 3450 KAREN GIBBS VICE PRESIDENT 40.00 X 65300 0 1839 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 48500 0 1455 DAN BENHASE MEMBER 0.50 X 0 0 0 JEANNE BRAUNS MEMBER 0.50 X 0 0 0 BEN HELWIG MEMBER 0.50 X 0 0 0 SCOTT PHILLIPS MEMBER 0.50 X 0 0 0 KRIS TITKO MEMBER 0.50 X 0 0 0 GAIL JACKSON-MILLER MEMBER 0.50 X 0 0 0 RAY MURRAY MEMBER 0.50 X 0 0 0 WILLIAM SCHUMACKER MEMBER 0.50 X 0 0 0 CAROL RUSSELL MEMBER 0.50 X 0 0 0 DAVE BRUNO MEMBER & CHAIR 0.50 X X 0 0 0 SETH PRIESTLE MEMBER & VICE-CHAIR 0.50 X X 0 0 0 NICK ENGER MEMBER & TREASURER 0.50 X X 0 0 0 IAN MURRAY MEMBER & SECRETARY 0.50 X X 0 0 0 228800 0 6744 1 0 0 0 0 1561082 587272 1561082 ADMINISTRATIVE FEES 900099 200708 200708 200708 451203 451203 4542735 4876470 -333735 -333735 -333735 1879258 200708 0 117468 1598830 1598830 111061 111061 235544 82440 47109 105995 17870 6254 3574 8042 5236 1309 3927 994 497 497 12650 12650 77495 77495 14050 14050 10885 3582 3723 3580 6311 6311 46160 15152 15152 15856 6068 6068 7177 1435 5024 718 2988 1046 598 1344 DEVELOPMENT/FUNDRAISING 44407 0 0 44407 EQUIPMENT RENTAL & MAIN 39846 11954 11954 15938 MISCELLANEOUS EXPENSE 4880 4880 ORGANIZATIONAL DUES 2845 0 0 2845 2245297 1832251 190276 222770 2818514 1561641 30094 0 254590 15237 246530 239353 22019684 19587650 25114822 21388644 0 0 X 25084728 21388644 30094 0 25114822 21388644 25114822 21388644 X -366039 -3343188 -16951 X X 0 1 X 1 0 X 1434858 2031533 1949911 4413565 1561082 11390949 1434858 2031533 1949911 4413565 1561082 11390949 4260255 7130694 249977 289385 22890 610659 451203 1624114 109978 58280 18509 27652 0 214419 13229482 824231 0.53900 0.62760 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 12/21/20 AMOUNT: 2000000. DESCRIPTION: CASH; 6250 SHARES OF ACCENTURE STOCK DATE: 03/21/18 AMOUNT: 1026972. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74 93 1059029 548569 1003100 854834 10101539 6564904 1 1 24653456 1534582 -3025011 -1709891 255713 278204 20919219 20663971 4380415 2730397 2595735 223152 302440 24653456 17514649 3853161 1604400 1789955 329346 188938 20663971 14280878 1914508 2748434 1228340 2900 197931 17514649 14066627 2332774 -731695 1126587 55836 204405 14280878 1.00000 0.00000 0.00000 0 0 46000 46000 184000 10012 173988 24590 5225 19365 239353 X -1541425 -3343188 -3343188 1801763 77495 77495 1879258 2184753 16951 16951 2167802 77495 77495 2245297 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 16,951. SCHEDULE D PART V LINE 4 THE FOUNDATION AGREES, THROUGH ITS FUND AGREEMENTS, TO FULFILL THE DIRECTION AND PURPOSE OF THE DONOR. HOWEVER THE FOUNDATION MAINTAINS VARIANCE POWER AND RESERVES THE RIGHT AT ITS DISCRETION TO MODIFY THE DISTRIBUTION OF FUND INVESTMENTS, IF IT BECOMES NECESSARY. THE FOUNDATION AS A RESULT OF ITS ABILITY TO DISTRIBUTE ANY OR ALL OF THE FUNDS, CLASSIFIES ALL FUNDS AS UNRESTRICTED. 1 BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 8749 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 463631593 501(C)(3) 325382 0 OPERATING SUPPORT KEN ANDERSON ALLIANCE 6940 PLAINFIELD ROAD CINCINNATI OH 45236 474308747 501(C)(3) 191700 0 LIVE PROJECT/ENGAGE PROGRAM/OPERATING SUPPORT ST SUSANNA CATHOLIC CHURCH 616 READING ROAD MASON OH 45040 310537156 501(C)(3) 181659 0 GYMNASIUM/CHURCH PROGRAMMING BEECH ACRES PARENTING CENTER 615 ELSINORE PLACE CINCINNATI OH 45202 310536663 501(C)(3) 65000 0 PARENT CONNEXT PROGRAM CHILDREN'S HOSPITAL MEDICAL CENTER PO BOX 5202 CINCINNATI OH 45201 310833936 501(C)(3) 57000 0 GENERAL DONATION EDGE TEEN CENTERAXIS TEEN CENTER 7568 WYANDOT LANE LIBERTY TWP OH 45044 261438129 501(C)(3) 31700 0 OPERATING SUPPORT LUKE 5 ADVENTURES 406 4TH AVENUE MASON OH 45040 850873516 501(C)(3) 30000 0 2023 HIKING PROGRAM LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 29132 0 SCHOOL PROGRAMMING & ATHLETICS WEST CHESTER TOWNSHIP 9113 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 316010106 501(C)(3) 25713 0 FARMERS MARKET/TAKOVER CONCERT SERIES/PROGRAMS BLOC MINISTRIES 911 W 8TH STREET CINCINNATI OH 45203 311613471 501(C)(3) 25000 0 EQUINE THERAPY PROJECT DELTA TAU DELTA EDUCATIONAL FOUNDATION 10000 ALLISONVILLE RD FISHERS IN 46038 311020203 501(C)(3) 25000 0 GENERAL DONATION UNIVERSITY OF CINCINNATI FOUNDATION 2925 CAMPUS GREEN DRIVE CINCINNATI OH 45221 310896555 501(C)(3) 25000 0 CENTER FOR INTELLECTUAL & DEVELOPMENTAL DISABILITI YWCA OF HAMILTON 244 DAYTON STREET HAMILTON OH 45011 310536719 501(C)(3) 21196 0 KIDS 2 KAMP SCHOLARSHIPS COMPASSION BELIZE 439 MARCIA AVE HAMILTON OH 45013 872195608 501(C)(3) 20300 0 OPERATING SUPPORT GOOD SAMARITAN HOSPITAL FOUNDATION 375 DIXMYTH AVE CINCINNATI OH 45220 311206047 501(C)(3) 20000 0 THE FRANCIS FUND & THE FRANCIS FOUNDATION THREE VALLEY CONSERVATION TRUST 5995 FAIRFIELD RD OXFORD OH 45056 311418241 501(C)(3) 20000 0 SEED LIBRARY AND STEWARDSHIP PROGRAM MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 16000 0 TO SUPPORT UKRAINIAN RELIEF EFFORTS CINCINNATI SYMPHONY ORCHESTRA 1214 ELM ST CINCINNATI OH 45202 310537080 501(C)(3) 15000 0 THE ORCHESTRA FUND DOWN SYNDROME ASSN OF GREATER CINCINNATI 4623 WESLEY AVE NORWOOD OH 45202 311051378 501(C)(3) 15000 0 PROGRAMMING SUPPORT MIAMI UNIVERSITY 501 EACH HIGH STREET OXFORD OH 45056 316402089 501(C)(3) 15000 0 DEIB ASSISTANCESHIP FUND CHRIST HOSPITAL FOUNDATION 2123 AUBURN AVENUE CINCINNATI OH 45219 310538525 501(C)(3) 13000 0 INNOVATIONS IN CARDIOVASCULAR CARE ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 12600 0 GENERAL DONATION FOCUS ON YOUTH 8904 BROOKSIDE AVENUE WEST CHESTER OH 45069 311346995 501(C)(3) 12000 0 OPERATING SUPPORT/BEHAVIORAL HEALTH PROGRAM ST GABRIEL PARISH 48 WEST SHARON AVE CINCINNATI OH 45246 310538542 501(C)(3) 11500 0 GENERAL SUPPORT HOPE'S CLOSET 9850 PRINCETON GLENDALE RD WEST CHESTER OH 45069 473922125 501(C)(3) 11000 0 FOSTER & KINSHIP FAMILY SUPPORT SERVICES WEST CHESTER TOWNSHIP POLICE 9577 BECKETT RD SUITE 500 WEST CHESTER OH 45069 316010106 GOVERNMENT 10806 0 LAKOTA SAFETY VILLAGE CORRYVILLE CATHOLIC SCHOOL 108 CALHOUN STREET CINCINNATI OH 45219 310911671 501(C)(3) 10500 0 GENERAL DONATION HOPE - FULL PASTURES THERAPEUTIC FARM 1926 ROSS HANOVER RD HAMILTON OH 45013 850515670 501(C)(3) 10500 0 THERAPUTIC PROGRAM EXPENSES CONTEMPORARY ARTS CENTER 44 E 6TH STREET CINCINNATI OH 45202 310590095 501(C)(3) 10000 0 OPERATING SUPPORT INSPIRING PURPOSE DAY PROGRAM INC 7577 FOREST RD CINCINNATI OH 45255 850961351 501(C)(3) 10000 0 OPERATING SUPPORT JEFF RUBY FOUNDATION 700 WALNUT STREET SUITE 200 CINCINNATI OH 45202 471516976 501(C)(3) 10000 0 GENERAL DONATION LIFE TOWN 6220 E DUBLIN GRANVILLE RD NEW ALBANY OH 43054 454435140 501(C)(3) 10000 0 OPERATING SUPPORT LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC 3603 VICTORY PARKWAY CINCINNATI OH 45229 310894923 501(C)(3) 10000 0 OPERATING SUPPORT MAY WE HELP 7501 WOOSTER PIKE CINCINNATI OH 45227 271490751 501(C)(3) 10000 0 SUPPORT DEVICES FOR INDIVIDUALS WITH DISABILITIES SELF PO BOX 1322 HAMILTON OH 45012 311445223 501(C)(3) 10000 0 OPERATING SUPPORT ST MAXIMILIAN KOLBE PARISH 5720 HAMILTON MASON RD LIBERTY TWP OH 45011 311275691 501(C)(3) 10000 0 GENERAL DONATION ANIMAL ADOPTION FOUNDATION 2480 ROSS MILLVILLE RD HAMILTON OH 45013 311378848 501(C)(3) 9500 0 OPERATING SUPPORT PAWS ADOPTION CENTER 6302 CROSSINGS BLVD MONROE OH 45050 311000756 501(C)(3) 9500 0 OPERATING SUPPORT LAST MILE EDUCATION FUND 2770 ARAPAHOE ROAD LAFAYETTE CO 80026 880762233 501(C)(3) 9000 0 GRANT TO GET STUDENTS IN NEED PAST THE FINISH LINE THE FAITH ALLIANCE OF SOUTHWESTERN OHIO PO BOX 806 WEST CHESTER OH 45071 273330284 501(C)(3) 8000 0 SUMMER LITERACY AND ESL PROGRAM REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 7500 0 OPERATING SUPPORT ARCHDIOCESE OF CINCINNATI 100 E 8TH STREET CINCINNATI OH 45202 310538501 501(C)(3) 6500 0 CATHOLIC MINISTRIES APPEAL BICYCLE RECYCLE 6931 GAIL SUE DRIVE WEST CHESTER OH 45069 862657021 501(C)(3) 6475 0 OPERATING SUPPORT WEST CHESTER HISTORICAL SOCIETY 5171 RIALTO ROAD WEST CHESTER OH 45069 301011215 501(C)(3) 6000 0 NEW FURNACE AND AC CARING LIKE ANGELS & HEROES 9078 UNION CENTRE BLVD SUITE 350 WEST CHESTER OH 45069 814246281 501(C)(3) 5962 0 OPERATING SUPPORT 45 0 INDIVIDUAL SCHOLARSHIPS 35 111061 PART I, LINE 2: GRANTS FROM DONOR FUNDS ARE APPROVED BY THE PRESIDENT & CEO AND BY THE BOARD OF DIRECTORS. NO CHECKS FOR GRANTS ARE ISSUED WITHOUT WRITTEN REQUEST AND APPROVAL. ACCOUNTS ARE RECONCILED MONTHLY. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. GRANTS FROM THE COMMUNITY GRANTS FUND ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL AND THEN FUNDS ARE DISBURSED AFTER RECEIPT OF THE SIGNED GRANT AGREEMENT. X 10 587272 (FMV) MARKET QUOTATIONS 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES BOARD MEMBERS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND TO REPORT ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARISING DURING THE YEAR REPORT THE CONFLICT AND ABSTAIN FROM DISCUSSIONS AND VOTES CONCERNING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERFORMS AN ANNUAL REVIEW FOR ALL EMPLOYEES WHICH INCLUDES A SALARY EVALUATION WHEN SETTING COMPENSATION. THE BOARD REVIEWS AVAILABLE INDUSTRY INFORMATION AND SURVEYS NOT-FOR-PROFIT AGENCIES SIMILAR IN SIZE AND OPERATION IN SOUTHWESTERN OHIO. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990, FINANCIAL STATEMENTS AND FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED TO THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -16,951. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.