2024-10-31T17:09:26-04:00 2023-12-31 311452851 STEPHENSON AND WARNER INC CPAS 1502 UNIVERSITY BLVD STE E HAMILTON OH 450113300 990 2023-01-01 310898380 MIDDLETOWN COMMUNITY FOUNDATION MIDD 5134247369 300 NORTH MAIN STREET MIDDLETOWN OH 45042 SARAH NATHAN EXECUTIVE DIRECTOR 5134247369 2024-08-06 true true LARRY F WARNER II CPA P01348894 5138688600 2024-10-31 2023 2024-10-15 13:58:12Z SARAH NATHAN 300 N MAIN STREET MIDDLETOWN OH 45042 2196744 false X WWW.MCFOUNDATION.ORG X 1976 OH TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. 19 19 3 80 0 1128372 597296 102920 80149 953750 1515196 78 4103 2185120 2196744 2317564 2047840 0 298284 299444 0 105048 309784 343109 2925632 2690393 -740512 -493649 38749593 40685800 5444002 6497555 33305591 34188245 TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. false false 1772014 1696485 66594 RECEIVE, MANAGE AND DISTRIBUTE CHARITABLE GIFTS ON BEHALF OF DONORS TO SUPPORT LOCAL CHARITIES; SUPPORT COMMUNITY PROGRAMS AND PROJECTS WITH CHARITABLE GRANTS; TEACH PHILANTROPHY TO TEENAGE MEMBERS OF THE YOUTH ADVISORY COUNCIL. 365821 351355 13555 AWARD SCHOLARSHIPS AND ACADEMIC AWARDS TO HIGH SCHOOL STUDENTS AND ADULTS RETURNING TO COLLEGE. THE ORGANIZATION GRANTED 257 SCHOLARSHIPS. 2137835 true true false false false true false false true true true false false false true false false true false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 8 0 true 3 true false false false false false false false false false false false false false false X 19 19 false false false false true true false true true false false true true true true true true true false false OH X X SARAH NATHAN 5134247369 300 N MAIN STREET MIDDLETOWN OH 45042 SARAH NATHAN EXECUTIVE DI 40.00 X 138163 0 6500 KING AMY TREASURER 1.00 X X 0 0 0 ERHART ANGELA TRUSTEE 1.00 X 0 0 0 BROCKMAN BETH TRUSTEE 1.00 X 0 0 0 EVANS CATHERINE TRUSTEE 1.00 X 0 0 0 ROMANS KATHLEEN DOBROZSI TRUSTEE 1.00 X 0 0 0 HURLEY DUSTIN CHAIR 1.00 X X 0 0 0 YAUCH ELIZABETH TRUSTEE 1.00 X 0 0 0 DEBIASI FRED TRUSTEE 1.00 X 0 0 0 BURTON JAKE TRUSTEE 1.00 X 0 0 0 ZOLLETT JARED TRUSTEE 1.00 X 0 0 0 GRAFT JON TRUSTEE 1.00 X 0 0 0 WOURMS KATHLEEN TRUSTEE 1.00 X 0 0 0 NICHOLS MARCOS TRUSTEE 1.00 X 0 0 0 CASEY MOIRA TRUSTEE 1.00 X 0 0 0 COHEN NEIL VICE CHAIR 1.00 X X 0 0 0 EDWARDS PATRICK TRUSTEE 1.00 X 0 0 0 MILLER SHANE TRUSTEE 1.00 X 0 0 0 HIGHTOWER STEPHEN TRUSTEE 1.00 X 0 0 0 STEWART VERLENA SECRETARY 1.00 X X 0 0 0 138163 6500 1 false false false 77054 520242 597296 ADM FEES FOR AGENCY ACCOUNTS 66594 66594 SCHOLARSHIP FEES 13555 13555 80149 944241 944241 570955 570955 570955 570955 ANNUAL MEETING 3325 3325 INSURANCE INCOME (LOSS) 778 778 4103 2196744 654429 945019 1696485 1696485 351355 351355 144663 28932 86798 28933 120939 24189 72563 24187 8697 1740 5218 1739 5049 1010 3029 1010 20096 4019 12058 4019 11668 11668 37829 37829 89108 89108 24406 779 22849 778 27946 279 13694 13973 59792 13603 32584 13605 46502 11625 23251 11626 16362 1068 14227 1067 3400 680 680 2040 10356 2071 6214 2071 MEMBERSHIPS/ PUBLICATIONS 7454 7454 MISCELLANEOUS 5813 5813 BANK CHARGES AND FEES 1623 1623 TRAINING AND DEVELOPMENT 850 850 2690393 2137835 447510 105048 379847 472574 401294 48934 45385 6950 3549 37623686 39979706 75511 262305 229971 38749593 40685800 15116 16860 50000 325 5286673 6421269 92213 59101 5444002 6497555 X 14584343 14207371 18721248 19980874 33305591 34188245 38749593 40685800 X -493649 1606237 -229934 X false true X true false X 1553859 1634260 2788694 1128372 597296 7702481 1553859 1634260 2788694 1128372 597296 7702481 1716322 5986159 790163 760585 1363759 953964 944241 4812712 3485 14789 1430 778 20482 12535675 521438 0.47750 0.47690 X PART II, LINE 10 OTHER INCOME 19,704 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39 27361 400207 3398552 true true false true X 26317946 217146 2482371 603190 994757 424078 26995438 31824478 235687 -4193216 714816 344739 489448 26317946 26979170 2663334 3890110 1107432 70985 529719 31824478 25441622 354111 3110755 1138591 420876 367851 26979170 21377231 870316 4002314 491348 316891 25441622 0.34660 0.65340 true false 48934 45385 3549 3549 LEASE LIABILITIES - OPEARTING LEASES 59101 59101 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION REPORTS THE ASSETS DONATED BY AND HELD FOR THE BENEFIT OF OTHER EXEMPT ORGANIZATIONS AS A LIABILITY ON THE BALANCE SHEET. SCHEDULE D, PAGE 2, PART V, LINE 4 TO FUND PROJECTS, PROGRAMS AND SCHOLARSHIPS THAT BENEFIT EDUCATION, THE ARTS AND HUMAN NEEDS OF THE COMMUNITY. true 3 R DEVELOPMENT 505 GARFIELD STREET PO BOX 421192 MIDDLETOWN OH 45044 264377776 16740 ABILITIES FIRST FOUNDATION ABILITIES FIRST FOUNDATION 4710 TIMBER TRAIL DR 4710 TIMBER TRAIL DR MIDDLETOWN OH 45044 310620685 19759 ADOPT A CLASS FOUNDATION 4030 SMITH RD CINCINNATI OH 45209 202587299 7500 AMERICAN LEGION 218 116 S MAIN ST MIDDLETOWN OH 45044 310200030 27590 ART CENTRAL FOUNDATION ART CENTRAL FOUNDATION 4 N MAIN ST MIDDLETOWN OH 45042 223935131 7000 ATRIUM MEDICAL CENTER FOUNDATION ATRIUM MEDICAL CENTER FOUNDATION ONE MEDICAL CENTER DR ONE MEDICAL CENTER DR MIDDLETOWN OH 45005 57326 BIG BROTHERSBIG SISTERS- BUTLER CO BIG BROTHERS/BIG SISTERS- BUTLER CO 1755 S ERIE STE D HAMILTON OH 45011 310846147 12000 BUTLER COUNTY EDUCATIONAL SERVICES 400 NORTH ERIE BLVD HAMILTON OH 45011 310852952 297400 BUTLER COUNTY UNITED WAY 323 N 3RD ST HAMILTON OH 45011 310734490 27338 BUTLER TECH - ADULT EDUCATION 5140 PRINCETON GLENDALE ROAD FAIRFIELD TOWNSHIP OH 45011 19491 CINCINNATI STATE FOUNDATION 3520 CENTRAL PWY CINCINNATI OH 45223 5514 CITY OF FRANKLIN 1 BENJAMIN FRANKLIN WAY FRANKLIN OH 45005 8525 COMMUNITY BUILDING INSITITUTE 800 LAFAYETTE AVE MIDDLETOWN OH 45044 465205808 5500 COMMUNITY PREGNANCY CENTER 3717 ROOSEVELT BLVD MIDDLETOWN OH 45044 311149133 15000 COMPREHENSIVE COMMUNITY CHILD CARE 2100 SHERMAN AVE CINCINNATI OH 45212 310823634 10000 DAYTON CHILDREN'S HOSPITAL FOUNDATION 1 CHILDRENS PLAZA DAYTON OH 45404 10000 DOWNTOWN MIDDLETOWN INC 1050 CENTRAL AVE MIDDLETOWN OH 45044 452507428 17000 FEED THE HUNGRY PO BOX 1657 MIDDLETOWN OH 45044 311236547 10400 FENWICK HIGH SCHOOL 4855 STATE ROUTE 122 MIDDLETOWN OH 45005 7990 FIRST PRESBYTERIAN CHURCH FIRST PRESBYTERIAN CHURCH 2910 CENTRAL AVE MIDDLETOWN OH 45044 17493 FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80995 15000 GREAT MIAMI VALLEY YMCA PO BOX 235 HAMILTON OH 45012 10250 HOLIDAY WHOPLA LLC 701 UNIVERSITY BLVD MIDDLETOWN OH 45042 22828 HOSPICE OF DAYTON AND HOSPICE OF BUTLER AND WARREN COUNTY 324 WILMINGTON AVE DAYTON OH 45420 22270 JUNIOR ACHIEVEMENT - MIDDLETOWN 1050 CENTRAL AVE MIDDLETOWN OH 45044 316050625 36587 LEAD TRAINING 5325 DEERFIELD BLVD MASON OH 45050 830909806 5385 MADISON TOWNSHIP 5610 WEST ALEXANDRIA RD MIDDLETOWN OH 45042 25000 MANY-MIDDLETOWN AREA NEEDIEST YOUTH 1337 BARTON LANE LEBANON OH 45036 11884 MARY KNOLL FATHERS AND BROTHERS CHARITABLE TRUST PO BOX 306 MARY KNOLL NY 10545 10000 METRO PARKS OF BUTLER COUNTY 2051 TIMBERMAN ROAD HAMILTON OH 45013 14798 MIAMI UNIVERSITY 301 SOUTH CAMPUS AVE OXFORD OH 45056 128767 MIAMI UNIVERSITY AFROTC DETACHMENT 64 AFROTC DET 64 50 MILLETT HALL OXFORD OH 45056 9749 MIDDIE WAY YOUTH BASEBALL 1900 JOHNS ROAD MIDDLETOWN OH 45044 231688231 10000 MIDDLETOWN ARTS CENTER 130 N VERITY PKWY MIDDLETOWN OH 45042 316014837 22119 MIDDLETOWN AREA CHAMBER FNDN 1500 CENTRAL AVE MIDDLETOWN OH 45044 10000 MIDDLETOWN AREA YMCA 1020 MANCHESTER AVE MIDDLETOWN OH 45042 10020 MIDDLETOWN BOARD OF EDUCATION ONE DONHAM PLAZA MIDDLETOWN OH 45042 17840 MIDDLETOWN CITY SCHOOLS 1 DONHAM PLAZA FOURTH FLOOR MIDDLETOWN OH 45042 316000879 8395 MIDDLETOWN HISTORICAL SOCIETY PO BOX 312 MIDDLETOWN OH 45042 10500 MIDDLETOWN LYRIC THEATRE PO BOX 1656 MIDDLETOWN OH 45042 310945773 7451 MIDDLETOWN PERFORMING ARTS ACADEMY 4400 LEWIS STREET MIDDLETOWN OH 45044 261914415 10500 MOUNT PLEASANT LIFE CARE FUND 225 BRITON LANE MONROE OH 45050 34381 OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 13513 PARACHUTE OF BUTLER COUNTY 284 N FAIR AVE HAMILTON OH 45011 311230170 5250 PEOPLE WORKING COOPERATIVELY 4612 PADDOCK RD CINCINNATI OH 45229 310859104 7500 PORT MIDDLETOWN ARTS AND MUSICAL FESTIVAL 1050 CENTRAL AVE SUITE 2500 MIDDLETOWN OH 45044 10000 PRIMARY HEALTH SOLUTIONS 300 HIGH ST HAMILTON OH 45011 5291 SAFE HAVEN FARMS INC PO BOX 62034 CINCINNATI OH 45262 5500 SALVATION ARMY-MIDDLETOWN 1914 FIRST AVE MIDDLETOWN OH 45044 9920 SHOES 4 THE SHOELESS PO BOX 41655 DAYTON OH 45441 273371811 6200 SHRINERS CHILDREN'S OHIO 1 CHILDRENS PLAZA DAYTON OH 45404 175539 SIDE EFFECTS INC POWER AD COMPANY 259 INDUSTRIAL DR FRANKLIN OH 45005 9000 SORG OPERA REVITALIZATION GROUP 63 S MAIN ST MIDDLETOWN OH 45044 461115114 24000 ST VINCENT DEPAUL 201 CLARK STREET MIDDLETOWN OH 45042 8000 ST JOHN BOSCO SCHOOLS 501 GARFIELD ST EAST ROCHESTER NY 14445 15000 ST JOHN XXIII SCHOOL 3806 MANCHESTER ROAD MIDDLETOWM OH 45042 17492 ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 50 MEMPHIS TN 38101 6500 ST PAUL'S UNITED CHURCH OF CHRIST 114 S BROAD STREET 114 S BROAD STREET MIDDLETOWN OH 45044 8020 SUPPORT TO ENCOURAGE LOW INCOME FAM 415 S MONUEMENT AVE HAMILTON OH 45011 311445223 8500 TEMPLE BETH SHOLOM 610 GLADYS DR MIDDLETOWN OH 45044 19736 THE MIDDLETOWN KIWANIS FOUNDATION PO BOX 432 MIDDLETOWN OH 45042 311050170 5500 UNITED WAY OF GREATER CINCINNATI PO BOX 632711 CINCINNATI OH 45263 10000 WARREN COUNTY CAREER CENTER 3525 OH-48 LEBANON OH 45036 7500 YOUNG LIFE (CAPERNAUM) - MIDDLETOWN 5850 BOYMEL DR STE6 FAIRFIELD OH 45014 12500 61 3 SCHOLARSHIPS AND AWARDS 257 351355 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION REQUIRES PROOF OF RECEIPT OF FUNDS. NINE MONTHS AFTER THE DISBURSEMENT OF FUNDS A WRITTEN OUTCOME REPORT IS REQUIRED. IF THE PROJECT HAS BEEN NOT COMPLETED A 6 MONTH EXTENSION TO SUBMIT A REPORT IS GRANTED. FORM 990, PAGE 1, PART I, LINE 6 ALL BOARD AND VARIOUS COMMITTEE MEMBERS ARE VOLUNTEERS. ALSO, THE ORGANIZATION UTILIZES VOLUTEERS TO SELECT SCHOLARSHIP RECIPIENTS AND FOR VARIOUS OTHER ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 6 THE TRUSTEES OF THE ORGANIZATION MUST ALSO BE MEMBERS OF THE ORGANIZATION. ALL MEMBERS MUST HAVE PAID MEMBERSHIP DUES FOR THE CURRENT CALENDAR YEAR IN ORDER TO ELECT THE BOARD OF TRUSTEES AT THEIR ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS HOLD AN ANNUAL MEETING AT WHICH THEY ELECT TRUSTEES TO FILL TERMS STARTING IN THE NEW YEAR. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS SUBMITTED TO THE WHOLE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL DISCLOSURE FORM MUST BE SUBMITTED. EACH NEW SITUATION IS EVALUATED IN LIGHT OF THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION ANNUALLY. THE COMMITTEE USES COMPARABILITY DATA TO SET THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 RECLASSIFICATION OF AGENCY FUNDS 153,332 ALLOWANCE FOR PROMISE TO GIVE -383,266 TOTAL -229,934 MWS LLC 300 NORTH MAIN STREET SUITE 300 MIDDLETOWN OH 45042 204202021 INACTIVE OH N/A MSBP INC 300 NORTH MAIN STREET SUITE 300 MIDDLETOWN OH 45042 261653171 REAL EST OH 501C2 N/A false false false false false false false false false false false false false false false false false false false false