2024-10-30T10:35:44-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2023-01-01 341713261 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION FIND 4194251100 101 W SANDUSKY STREET 207 FINDLAY OH 45840 RICHARD BROWN CHIEF FINANCIAL OFFICER 4194251100 2024-10-29 1 1 ANDREW SMITH CPA P01518894 3096714500 2024-10-29 2023 2024-10-15 13:58:12Z BRIAN TREECE 101 W SANDUSKY STREET 207 FINDLAY OH 45840 61665205 0 X WWW.COMMUNITY-FOUNDATION.COM X 1988 OH THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY. 12 12 13 274 18971 17971 4018973 3083048 0 0 5156320 5497184 71481 365297 9246774 8945529 4476494 4733188 0 0 1017251 1213836 0 0 713925 1267017 1350025 6760762 7297049 2486012 1648480 141658583 158590213 7243728 7510273 134414855 151079940 THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION WILL IMPROVE THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY. 0 0 4733188 4733188 GRANTMAKING ORGANIZATION:AS A COMMUNITY FOUNDATION FOR THE ENTIRE COUNTY, THE ORGANIZATION FUNDS A WIDE RANGE OF INITIATIVES AND PROJECTS. USING THE ORGANIZATION'S UNRESTRICTED FUNDS, THE ORGANIZATION IS ABLE TO RESPOND TO PROPOSALS SUBMITTED BY ORGANIZATIONS IN THE COUNTY. THE ORGANIZATION ALSO MAKES INVESTMENTS IN LONG-TERM INITIATIVES THAT IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY. A MAJORITY OF THE ORGANIZATION'S GRANTS ARE DETERMINED BY THE CHARITABLE INTERESTS OF THE ORGANIZATION'S DONORS. 589099 SYSTEMS FOCUSED GRANTMAKING:SYSTEMS FOCUSED GRANTMAKING IS A STRATEGY FOR ADDRESSING OUR COMMUNITY'S MOST CRITICAL ISSUES (WORKFORCE, HOUSING, TRANSPORTATION, HEALTH/MENTAL HEALTH, FOOD SECURITY, ETC.) WITH VARIOUS COALITIONS WORKING TOGETHER TO ENSURE THEIR EFFORTS ARE ALIGNED AND INTEGRATED FOR GREATEST IMPACT. AWARDED GRANTS FOCUS ON THE ROOT CAUSES OF ISSUES TO CREATE SUSTAINABLE POSITIVE CHANGE. 444408 THE FAMILY CENTER BUILDING:THE ORGANIZATION HAS A SUPPORTING ORGANIZATION THAT OPERATES A MULTI-TENANT NONPROFIT CENTER. THE BUILDING PROVIDES OFFICE AND MEETING SPACES FOR 11 NONPROFIT TENANTS AT FAIR MARKET RATES RESULTING IN LOWER ADMINISTRATIVE COSTS FOR THE TENANTS AND MORE RESOURCES TO PROVIDE SERVICES TO THEIR CLIENTS. 5766695 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 14 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X BRIAN TREECE 4194251100 101 WEST SANDUSKY STREET STE 207 FINDLAY OH 45840 BEVERLY DOWLING TREASURER 1.00 0.00 X X 0 0 0 CHRISTINA RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 DON ESSEX TRUSTEE 1.00 1.00 X 0 0 0 ED READING TRUSTEE 1.00 1.00 X 0 0 0 FRANK COSIANO TRUSTEE 1.00 0.00 X 0 0 0 GARY WILSON TRUSTEE 1.00 0.00 X 0 0 0 GINGER JONES TRUSTEE 1.00 0.00 X 0 0 0 JOHN LIVINGSTON VICE CHAIR 1.00 0.00 X X 0 0 0 KELLY SHROLL SECRETARY 1.00 0.00 X X 0 0 0 PATTY LUCAS CHAIRPERSON 2.00 1.00 X X 0 0 0 BILL CONLISK TRUSTEE 1.00 0.00 X 0 0 0 ALISSA PRESTON TRUSTEE 1.00 0.00 X 0 0 0 BRIAN TREECE PRESIDENT & CEO 40.00 4.00 X 168894 0 16655 RICHARD BROWN CHIEF FINANCIAL OFFICER 40.00 4.00 X 146044 0 15612 314938 0 32267 2 0 1 0 0 3083048 65840 3083048 3587976 18971 3569005 54628884 52719676 1909208 1909208 1909208 AGENCY FUNDS 900099 162340 162340 RELATED PARTY MANAGEMENT 900099 141329 141329 ADMINISTRATIVE FEES 541200 61628 61628 365297 8945529 365297 18971 5478213 X 4733188 4733188 347205 128466 79857 138882 712900 263773 163967 285160 41690 15425 9589 16676 32446 12005 7463 12978 79595 29450 18307 31838 2887 1068 664 1155 42926 25756 17170 419888 419888 76027 28130 17486 30411 60859 60859 18085 6691 4160 7234 44865 16600 10319 17946 134453 49748 30924 53781 1670 618 384 668 2577 953 593 1031 33794 33794 37523 13884 8630 15009 13653 8251 5402 PROGRAMS & INITIATIVES 241054 241054 INTERNAL GRANTS 175452 175452 MISCELLANEOUS EXPENSES 16550 6124 3806 6620 STAFF DEVELOPMENT 15927 5893 3663 6371 11835 4379 2722 4734 7297049 5766695 816429 713925 667333 510923 3951726 4412317 37885 32622 53575 60388 898841 108904 160861 789937 116341440 129983140 20407602 22352945 38161 447941 141658583 158590213 63064 62869 806801 695941 500000 5873863 6751463 7243728 7510273 X 133854496 150604732 560359 475208 134414855 151079940 141658583 158590213 X 1648480 15027907 -11302 X X 0 1 X 1 0 X 4536379 3547661 6229090 4018973 3083048 21415151 4536379 3547661 6229090 4018973 3083048 21415151 3028861 18386290 3864249 3110702 5674495 3561911 3569005 19780362 7237 18971 26208 77891 75032 63755 71481 365297 653456 41875177 0.43910 0.42090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 77,891. 2020 AMOUNT: $ 75,032. 2021 AMOUNT: $ 63,755. 2022 AMOUNT: $ 71,481. 2023 AMOUNT: $ 365,297. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71 1383112 1595054 21507033 1 1 132189005 2111016 19751600 5853339 7773544 140424738 162965934 3140339 -27766865 4486382 1664021 132189005 144434447 4311935 18982703 3851616 911535 162965934 126429679 3351417 20149668 5507048 -10731 144434447 107086388 2939469 21157450 4752132 1496 126429679 0.04345 0.95552 0.00103 0 0 99761 99761 175345 71203 104142 519814 8664 511150 103921 29037 74884 789937 PRIVATE EQUITY FUNDS 21985771 F CDS 367174 C 22352945 ANNUITY PAYABLE 57577 FUNDS HELD FOR AGENCIES 6184798 INTERFUND PAYABLE 83600 LEASE LIABILITY 425488 6751463 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 INVESTMENTS N/A 13318278 0 0 0 0 0 0 13318278 0 13318278 0 0 1 1 0 0 PART I, LINE 2: THE ORGANIZATION DOES NOT AWARD GRANTS OUTSIDE THE UNITED STATES. LINE 3 THE FOUNDATION IS NOT REQUIRED TO FILE FORM 5471 SINCE ITS HOLDINGS DID NOT MEET THE 10% THRESHOLD. LINE 4 THE FOUNDATION IS NOT REQUIRED TO FILE FORM 8621 SINCE IT IS A TAX-EXEMPT ORGANIZATION. 1 4-H ADVISORY COUNCIL OF HANCOCK COUNTY 7868 COUNTY ROAD 140 FINDLAY OH 45840 202304577 501(C)3 17771 0 YOUTH DEVELOPMENT 50 NORTH 339 E MELROSE AVE FINDLAY OH 45840 237083593 501(C)3 41885 0 HUMAN SERVICE ARCADIA LOCAL SCHOOLS 19033 STATE ROUTE 12 ARCADIA OH 44804 346400056 GOVERNMENT 13900 0 EDUCATIONAL ARLINGTON LOCAL SCHOOL DISTRICT SUPERINTENDENT 336 S MAIN ST ARLINGTON OH 45814 346400064 GOVERNMENT 13100 0 EDUCATIONAL ARLINGTON SCHOOL FOUNDATION 11015 TOWNSHIP ROAD 25 FINDLAY OH 45840 262824361 501(C)3 5837 0 EDUCATIONAL BLACK SWAMP AREA COUNCIL INC BOY SCOUTS OF AMERICA 2100 BROAD AVE FINDLAY OH 45840 341694797 501(C)3 12525 0 EDUCATIONAL BLANCHARD VALLEY CENTER 1700 E SANDUSKY ST FINDLAY OH 45840 346400608 GOVERNMENT 10683 0 EDUCATIONAL BLANCHARD VALLEY HEALTH FOUNDATION 1900 S MAIN ST FINDLAY OH 45840 341370522 501(C)3 18660 0 HUMAN SERVICE BOWLING GREEN STATE UNIVERSITY FOUNDATION INC ALUMNI DR BOWLING GREEN OH 43403 346007199 501(C)3 940562 0 RECREATION/SPORTS/LEISURE CANCER PATIENT SERVICES 1800 N BLANCHARD ST FINDLAY OH 45840 344491513 501(C)3 45928 0 HEALTH/DISEASE/DISORDER CASAGAL OF HANCOCK COUNTY 308 DORNEY PLAZA FINDLAY OH 45840 341776015 501(C)3 7340 0 HUMAN SERVICE CATHOLIC CHARITIES DIOCESE OF TOLEDO INC 1933 SPIELBUSCH AVE TOLEDO OH 43604 344428254 501(C)3 20000 0 RELIGION CHILDREN'S MENTORING CONNECTION 1800 N BLANCHARD ST FINDLAY OH 45840 341151270 501(C)3 11090 0 HUMAN SERVICE CHILDREN'S MUSEUM OF FINDLAY 1800 TIFFIN AVE FINDLAY OH 45840 462370956 501(C)3 10500 0 YOUTH DEVELOPMENT CHOPIN HALL 1800 N BLANCHARD ST FINDLAY OH 45840 341440664 501(C)3 6420 0 HUMAN SERVICE CHURCHES OF GOD GENERAL CONFERENCE 700 E MELROSE AVE FINDLAY OH 45840 236424046 501(C)3 20750 0 RELIGION CITY MISSION OF FINDLAY OHIO 510 W MAIN CROSS ST FINDLAY OH 45840 510137853 501(C)3 372673 0 HOUSING/SHELTER CITY OF FINDLAY AUDITOR 318 DORNEY PLZ FINDLAY OH 45840 346400448 GOVERNMENT 17438 0 SAFETY CONCORDIA LUTHERAN CHURCH 1431 6TH ST FINDLAY OH 45840 340922023 501(C)3 12300 0 RELIGION CORY-RAWSON LOCAL SCHOOLS 3930 COUNTY ROAD 26 RAWSON OH 45881 346401124 GOVERNMENT 11797 0 EDUCATIONAL FAMILY RESOURCE CENTER OF NORTHWEST OHIO INC 1941 CARLIN ST FINDLAY OH 45840 341475943 501(C)3 5403 0 MENTAL HEALTH/HARMFUL SUBSTANCE USE FINDLAY CITY SCHOOLS SUPERINTENDENT 1100 BROAD AVE FINDLAY OH 45840 346400447 GOVERNMENT 173920 0 EDUCATIONAL FINDLAY EVANGELICAL FREE CHURCH 10055 STATE ROUTE 224 W FINDLAY OH 45840 341611606 501(C)3 30000 0 RELIGION FINDLAY-HANCOCK COUNTY CHAMBER ALLIANCE FOUNDATION 123 E MAIN CROSS ST FINDLAY OH 45840 341170594 501(C)3 8761 0 RECREATION/SPORTS/LEISURE FINDLAY-HANCOCK COUNTY PUBLIC LIBRARY 206 BROADWAY FINDLAY OH 45840 346400446 GOVERNMENT 53807 0 EDUCATIONAL FINDLAY HOPE HOUSE FOR THE HOMELESS INC 1800 N BLANCHARD ST FINDLAY OH 45840 341655764 501(C)3 56446 0 HOUSING/SHELTER FIRST LUTHERAN CHURCH 109 E LINCOLN ST FINDLAY OH 45840 344430714 501(C)3 10704 0 RELIGION FIRST PRESBYTERIAN CHURCH OF FINDLAY 2330 S MAIN ST FINDLAY OH 45840 344427937 501(C)3 102389 0 RELIGION FOCUS RECOVERY AND WELLNESS COMMUNITY 509 TRENTON AVE FINDLAY OH 45840 341967974 501(C)3 44801 0 MENTAL HEALTH/HARMFUL SUBSTANCE USE FOSTORIA VISION 2020 INC 342 PERRY ST FOSTORIA OH 44830 743098676 501(C)3 25000 0 RECREATION/SPORTS/LEISURE FRIENDS OF THE FINDLAY HANCOCK COUNTY PUBLIC LIBRARY 206 BROADWAY FINDLAY OH 45840 341189089 501(C)3 65959 0 EDUCATIONAL GLIDING STARS OF FINDLAY PO BOX 1561 FINDLAY OH 45839 883147972 501(C)3 5242 0 YOUTH DEVELOPMENT HABITAT FOR HUMANITY OF FINDLAYHANCOCK COUNTY 1200 COMMERCE PKWY FINDLAY OH 45840 341864802 501(C)3 37770 0 HOUSING/SHELTER HANCOCK CHRISTIAN CLEARING HOUSE 1800 N BLANCHARD ST FINDLAY OH 45840 341756789 501(C)3 51056 0 HUMAN SERVICE HANCOCK COUNTY ADAMHS BOARD 438 CARNAHAN AVE FINDLAY OH 45840 346400608 GOVERNMENT 47000 0 MENTAL HEALTH/HARMFUL SUBSTANCE USE HANCOCK COUNTY PROBATE AND JUVENILE COURTS 308 DORNEY PLZ FINDLAY OH 45840 316400608 GOVERNMENT 150000 0 SAFETY HANCOCK HISTORICAL MUSEUM ASSOCIATION 422 W SANDUSKY ST FINDLAY OH 45840 237065550 501(C)3 9679 0 EDUCATIONAL HANCOCK PARK DISTRICT 1424 E MAIN CROSS ST FINDLAY OH 45840 346400608 GOVERNMENT 65060 0 ENVIRONMENT/GREEN PROGRAMS/ANIMALS HANCOCK PARKS FOUNDATION 1424 E MAIN CROSS ST FINDLAY OH 45840 341621283 501(C)3 18232 0 ENVIRONMENT/GREEN PROGRAMS/ANIMALS HANCOCK PROPERTIES FOUNDATION INC 101 W SANDUSKY ST FINDLAY OH 45840 270121577 501(C)3 175452 0 HUMAN SERVICE HANCOCK PUBLIC HEALTH 2225 KEITH ROMICK PKWY FINDLAY OH 45840 346400608 GOVERNMENT 193746 0 HEALTH/DISEASE/DISORDER HANCOCK REGIONAL PLANNING COMMISSION 318 DORNEY PLZ FINDLAY OH 45840 346400608 GOVERNMENT 14000 0 HOUSING/SHELTER HUMANE SOCIETY & SPCA OF HANCOCK COUNTY 4550 FOSTORIA AVE FINDLAY OH 45840 237254442 501(C)3 17492 0 ENVIRONMENT/GREEN PROGRAMS/ANIMALS IMAGINATION STATION 1 DISCOVERY WAY TOLEDO OH 43604 311337258 501(C)3 28360 0 EDUCATIONAL LIBERTY-BENTON ATHLETIC BOOSTERS 9190 COUNTY ROAD 9 FINDLAY OH 45840 341692913 501(C)3 10000 0 EDUCATIONAL LIBERTY-BENTON LOCAL SCHOOLS SUPERINTENDENT 9190 COUNTY ROAD 9 FINDLAY OH 458438868 346406285 GOVERNMENT 24967 0 EDUCATIONAL LIVING HOPE CHURCH 2515 HEATHERWOOD DR FINDLAY OH 45840 341611606 501(C)3 10000 0 RELIGION MACKLIN INTERGENERATIONAL INSTITUTE 15100 BIRCHAVEN LN FINDLAY OH 45840 300109669 501(C)3 26430 0 CHILDCARE MARATHON CENTER FOR THE PERFORMING ARTS 200 W MAIN CROSS FINDLAY OH 45840 460912382 501(C)3 185776 0 ARTS/CULTURE/HUMANITIES MAZZA MUSEUM INTERNATIONAL ART FROM PICTURE BOOKS 1000 N MAIN ST FINDLAY OH 45840 344431169 GOVERNMENT 31353 0 EDUCATIONAL MCCOMB LOCAL SCHOOLS - SUPERINTENDENT 328 S TODD ST MCCOMB OH 45858 346400859 GOVERNMENT 10871 0 EDUCATIONAL NORTHWEST OHIO RAILROAD PRESERVATION INC 12505 COUNTY ROAD 99 FINDLAY OH 45840 341859151 501(C)3 18887 0 DIVERSITY OHIOGUIDESTONE 434 EASTLAND RD BEREA OH 44017 340720558 501(C)3 7480 0 MENTAL HEALTH/HARMFUL SUBSTANCE USE ON TARGET OUTFITTERS 15179 ROAD 5N PANDORA OH 45877 262207570 501(C)3 54173 0 YOUTH DEVELOPMENT OPEN ARMS DOMESTIC VIOLENCE AND RAPE CRISIS CENTER PO BOX 496 FINDLAY OH 45839 341308480 501(C)3 86082 0 SAFETY RAISE THE BAR HANCOCK COUNTY 123 E MAIN CROSS ST FINDLAY OH 45840 812947202 501(C)3 6000 0 EDUCATIONAL RIVERDALE LOCAL SCHOOLS 20613 STATE ROUTE 37 MOUNT BLANCHARD OH 45867 346408690 GOVERNMENT 20348 0 EDUCATIONAL ROBINSON FIRST UNITED METHODIST CHURCH 201 W WALNUT ST ROBINSON IL 62454 364172984 501(C)3 6000 0 RELIGION RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO 711 E LIVINGSTON AVE COLUMBUS OH 43205 310890152 501(C)3 30000 0 HEALTH/DISEASE/DISORDER SALVATION ARMY FINDLAY 301 CENTER ST FINDLAY OH 45840 135562351 501(C)3 29590 0 FOOD/NUTRITION ST ANDREW'S UNITED METHODIST CHURCH 120 W SANDUSKY ST FINDLAY OH 45840 344431171 501(C)3 59328 0 HOUSING/SHELTER ST JOHN'S EVANGELICAL LUTHERAN CHURCH 1701 TIFFIN AVE FINDLAY OH 45840 340908057 501(C)3 23076 0 RELIGION ST JOSEPH CATHOLIC CHURCH 135 N WATER ST FORT JENNINGS OH 45844 341127791 501(C)3 10000 0 HEALTH/DISEASE/DISORDER ST JOSEPH PARISHSJW 36 MELMORE ST TIFFIN OH 44883 344427942 501(C)3 10000 0 HEALTH/DISEASE/DISORDER ST MICHAEL THE ARCHANGEL CATHOLIC PARISH 750 BRIGHT RD FINDLAY OH 45840 344434729 501(C)3 25000 0 RELIGION ST PAUL'S CHURCH 218 E SANDUSKY ST FINDLAY OH 45840 346401265 501(C)3 10800 0 RELIGION SUMMIT CHURCH 603 W CURTIS ST SIMPSONVILLE SC 29681 010882313 501(C)3 7500 0 RELIGION TEXARKANA BAPTIST CHILDREN'S HOME 5401 E 9TH ST TEXARKANA AR 71854 710408618 501(C)3 7500 0 CHILDCARE THE KIWANIS FOUNDATION OF FINDLAY OH PO BOX 237 FINDLAY OH 458390237 341607127 501(C)3 31699 0 HUMAN SERVICE UNITED WAY OF GREATER TEXARKANA 214 SPRUCE ST TEXARKANA TX 755041060 710239389 501(C)3 30000 0 HUMAN SERVICE UNITED WAY OF HANCOCK COUNTY 318 W MAIN CROSS ST FINDLAY OH 45840 346408694 501(C)3 57740 0 HUMAN SERVICE UNITED WAY OF NORTHEAST MISSISSIPPI INC 213 W MAIN ST TUPELO MS 38804 640392972 501(C)3 25000 0 HUMAN SERVICE UNIVERSITY OF FINDLAY 1000 NMAIN ST FINDLAY OH 45840 344431169 501(C)3 48172 0 EDUCATIONAL UNIVERSITY OF FINDLAY ADVANCEMENT 1000 N MAIN ST FINDLAY OH 45840 344431169 501(C)3 13624 0 EDUCATIONAL VAN BUREN LOCAL SCHOOLS 217 S MAIN ST VAN BUREN OH 45889 346401498 GOVERNMENT 35649 0 EDUCATIONAL VAN BUREN PRIMITIVE BAPTIST CHURCH 18561 TOWNSHIP ROAD 52 BLUFFTON OH 45817 237353864 501(C)3 10000 0 HUMAN SERVICE VILLAGE OF JENERA 103 S MAIN ST JENERA OH 45841 341883495 GOVERNMENT 12950 0 RECREATION/SPORTS/LEISURE VILLAGE OF MCCOMB 210 E MAIN ST MCCOMB OH 45858 346400860 GOVERNMENT 11958 0 CHILDCARE VILLAGE OF MT BLANCHARD 103 E CLAY ST MT BLANCHARD OH 45867 346400935 GOVERNMENT 131533 0 RECREATION/SPORTS/LEISURE WBGU-TV PUBLIC TELEVISION 245 TROUPE ST BOWLING GREEN OH 43403 346007199 501(C)3 7340 0 EDUCATIONAL WELCOME TO A NEW LIFE PMB 105 FINDLAY OH 45840 832662972 501(C)3 14336 0 HUMAN SERVICE WEST OHIO FOOD BANK PO BOX 1566 LIMA OH 458021566 341587528 501(C)3 12879 0 FOOD/NUTRITION WINEBRENNER THEOLOGICAL SEMINARY 950 N MAIN ST FINDLAY OH 45840 340877803 501(C)3 22024 0 RELIGION WOMEN'S RESOURCE CENTER 1011 N MAIN ST FINDLAY OH 45840 341781994 501(C)3 6000 0 HUMAN SERVICE YMCA OF FINDLAY 300 E LINCOLN ST FINDLAY OH 45840 344428263 501(C)3 281475 0 HEALTH/DISEASE/DISORDER 85 PART I, LINE 2: ANNUALLY, THE ORGANIZATION'S BOARD APPROVES A POOL OF MONEY FOR GRANTS BASED ON THE ORGANIZATION'S SPENDING POLICY. ALL GRANTS ARE APPROVED AND/OR REVIEWED BY THE ORGANIZATION'S BOARD PER THEIR OPERATING POLICIES. GRANTEES ARE REQUIRED TO SUBMIT A COPY OF THEIR IRS DETERMINATION LETTER WITH THEIR APPLICATION. GRANTEES ARE REQUIRED TO SUBMIT REPORTS AT 6 MONTH INTERVALS AFTER RECEIVING GRANT FUNDS. A FINAL REPORT IS REQUIRED ONCE THE PROJECT HAS BEEN COMPLETED. A PROCESS IS IN PLACE TO ENSURE THE PROGRAM OFFICERS ARE RECEIVING THE INTERIM AND FINAL REPORTS ON A TIMELY BASIS. PROGRAM OFFICERS REVIEW THE REPORTS FOR DISCREPANCIES. ANY MATERIAL DISCREPANCIES ARE REPORTED TO THE BOARD. 1 X X X X 0 0 0 0 0 0 0 0 0 BRIAN TREECE PRESIDENT & CEO 168894 0 0 0 0 0 10200 0 6455 0 185549 0 0 0 RICHARD BROWN CHIEF FINANCIAL OFFICER 146044 0 0 0 0 0 8940 0 6672 0 161656 0 0 0 X 4 65840 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WAS PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING THE FORM 990. THE BOARD WAS GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND PROVIDE COMMENTS ABOUT THE FORM 990 TO THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY OFFICERS, TRUSTEES, COMMITTEE MEMBERS, AND EMPLOYEES ARE PROVIDED A COPY OF THE FOUNDATION'S "CONFLICT OF INTEREST, CONFIDENTIALITY, AND ETHICAL PRINCIPLES POLICY". EACH PERSON THAT RECEIVES THE POLICY IS ASKED TO SIGN A STATEMENT OF AFFIRMATION REGARDING THE POLICY AND COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. ALL QUESTIONNAIRES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER FOR ANY POSSIBLE CONFLICTS. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WOULD ABSTAIN FROM VOTING. THIS WOULD BE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE BOARD OF TRUSTEES ACTIVELY MONITORS AND EVALUATES THE PRESIDENT & CEO. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR HIRING THE PRESIDENT & CEO AND MANAGING PERFORMANCE. THIS INCLUDES SETTING GOALS, PROVIDING FEEDBACK AND SETTING COMPENSATION. THE BOARD OF TRUSTEES HAS EMPOWERED THE BOARD EXECUTIVE COMMITTEE TO MANAGE THIS PROCESS AS DEFINED IN THE PRESIDENT & CEO EVALUATION PROCESS. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, TREASURER, AND SECRETARY. THE BOARD AND EXECUTIVE COMMITTEE MEETINGS WERE DOCUMENTED IN MEETING MINUTES. WITH THE PRESIDENT & CEO TRANSITION OCCURING IN 2020, THE BOARD CREATED AND STAFFED A SEARCH COMMITTEE WHO ENGAGED A SEARCH FIRM (WAVERLY PARTNERS) TO ASSIST WITH THE SEARCH. THE SEARCH FIRM WORKED WITH THE BOARD TO SET A SALARY AND BENEFITS PACKAGE FOR THE PRESIDENT & CEO THAT REFLECTED FOUNDATION COMPENSATION PHILOSOPHY AND WAS COMPARABLE TO LIKE POSITIONS. THE BOARD OF TRUSTEES APPROVED THE COMPENSATION FOR THE NEW PRESIDENT & CEO. THE ORGANIZATION PERIODICALLY HIRES A CONSULTANT TO CONDUCT A SALARY REVIEW. THE CONSULTANT LAST REVIEWED THE SALARIES IN 2022 FOR IMPLEMENTATION IN JANUARY 2023. THE EXECUTIVE COMMITTEE REVIEWS SALARY AND BENEFIT REPORTS THAT ARE PREPARED BY A HUMAN RESOURCES AND EMPLOYEE BENEFITS SOLUTIONS FIRM. BASE SALARY CONSIDERS THE CONTRIBUTION OF EACH POSITION TO THE FOUNDATION'S OVERALL GOALS. IT ALSO REFLECTS THE COMPETITIVE COMPENSATION PHILOSOPHY IN THE CONTEXT OF THE FOUNDATION'S ROLE AS A COMMUNITY AND PHILANTHROPIC LEADER. THE FOUNDATION TARGETS SALARY RANGE MIDPOINTS TO THE MARKET AVERAGER FOR THE SPECIFIC MARKET IN WHICH IT COMPETES. RELATIVE INTERNAL VALUES FOR POSITIONS ARE DETERMINED THROUGH THE USE OF THE EVALUATION OF EACH ROLE, INCLUDING SCOPE AND IMPACT, LATITUDE OF ACTION, WORKING RELATIONSHIPS, DECISION MAKING AND KNOWLEDGE AND SKILL. LINE 15B: THE SAME SOURCES OF INFORMATION NOTED ABOVE ARE UTILIZED TO DETERMINE REASONABLE COMPENSATION AND BENEFITS FOR OTHER EMPLOYEES. THE BOARD APPROVES COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT WHICH IS MAILED TO FUND REPRESENTATIVES AND MANY DONORS INCLUDES A CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES. THE BOARD APPROVES THE OPERATING BUDGET FOR THE FOLLOWING YEAR IN NOVEMBER. QUARTERLY, BOTH THE FINANCE & INVESTMENT COMMITTEE AND THE BOARD REVIEW INTERNALLY PREPARED FINANCIAL STATEMENTS AND YEAR-TO-DATE ACTUAL COMPARED TO YEAR-TO-DATE BUDGETED OPERATING AMOUNTS. QUARTERLY THE FINANCE & INVESTMENT COMMITTEE MEETS WITH THE ORGANIZATION'S INVESTMENT ADVISOR TO REVIEW INVESTMENT RESULTS. THE ORGANIZATION HAS A POLICY REGARDING THE PUBLIC AVAILABILITY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 24E MEMBERSHIP & DUES: PROGRAM SERVICE EXPENSES 4,379. MANAGEMENT AND GENERAL EXPENSES 2,722. FUNDRAISING EXPENSES 4,734. TOTAL EXPENSES 11,835. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -11,302. PART XII, LINE 2C THE AUDIT COMMITTEE IS IN CHARGE OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS. THE FOUNDATION'S CURRENT AUDIT FIRM HAS BEEN PERFORMING THE FOUNDATION'S AUDIT SINCE 2009. THERE HAS BEEN A ROTATION OF THE AUDIT PARTNER AT LEAST ONCE EVERY FIVE YEARS. THE HANCOCK PROPERTIES FOUNDATION 101 W SANDUSKY STREET SUITE 207 FINDLAY OH 45840 270121577 REAL ESTATE RENTAL OH 501(C)(3) LINE 12A, I FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE HANCOCK PROPERTIES FOUNDATION B 175452 CASH