2024-11-11T13:41:07-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 201 EAST FIFTH ST STE 2100 CINCINNATI OH 45202 990 2023-01-01 311661966 THE NORTHERN CINCINNATI FOUNDATION NORT 5138745450 8897 CINCINNATI DAYTON RD WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT & CEO 5138745450 2024-11-04 1 0 KEVIN FUQUA CPA CVA P00433011 5135791717 2023 2024-10-15 13:58:12Z ERIN SATZGER 8897 CINCINNATI DAYTON RD WEST CHESTER OH 45069 12629289 0 X WWW.NORTHERNCINCINNATI.FOUNDATION X 1999 OH TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORT AND FACILITATING PHILANTHROPY TO CREATE MORE VIBRANT COMMUNITIES IN NORTHERN CINCINNNATI. 12 12 3 12 0 0 1561082 2454391 200708 208318 117468 768802 0 0 1879258 3431511 1709891 1449240 0 0 253414 277615 0 0 265169 281992 345223 2245297 2072078 -366039 1359433 21388644 24900377 0 0 21388644 24900377 TRANSFORMING GENEROSITY INTO IMPACT BY ENCOURAGING, SUPPORTING, AND FACILITATING PHILANTHROPY TO CREATE MORE VIBRANT COMMUNITIES IN NORTHERN CINCINNATI. 0 0 1513504 1389240 208318 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. 10250 10000 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. 1573754 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 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 SATZGER PRESIDENT & CEO 40.00 X 133000 0 3900 KAREN GIBBS VICE PRESIDENT 40.00 X 68000 0 1950 NANCY FISTER VICE PRESIDENT OF FINANCE 20.00 X 49000 0 1380 JEANNE BRAUNS BOARD MEMBER 0.50 X 0 0 0 BEN HELWIG BOARD MEMBER 0.50 X 0 0 0 KRIS TITKO BOARD MEMBER 0.50 X 0 0 0 GAIL JACKSON-MILLER BOARD MEMBER 0.50 X 0 0 0 RAY MURRAY BOARD MEMBER 0.50 X 0 0 0 WILLIAM SCHUMACKER BOARD MEMBER 0.50 X 0 0 0 CAROL RUSSELL BOARD MEMBER 0.50 X 0 0 0 SETH PRIESTLE BOARD MEMBER 0.50 X 0 0 0 DAN BENHASE BOARD CHAIR 0.50 X X 0 0 0 DAVE BRUNO BOARD VICE CHAIR 0.50 X X 0 0 0 NICK ENGER BOARD TREASURER 0.50 X X 0 0 0 IAN MURRAY BOARD SECRETARY 0.50 X X 0 0 0 250000 0 7230 1 0 0 0 0 2454391 653885 2454391 ADMINISTRATIVE FEES 900099 208318 208318 208318 658278 658278 9308302 9197778 110524 110524 110524 3431511 208318 0 768802 1307987 1307987 141253 141253 257967 90289 51594 116084 19648 6877 3929 8842 13375 13375 110771 110771 21168 574 5731 14863 18068 18068 10186 3351 3484 3351 9250 9250 25121 8246 8246 8629 3890 3890 7177 1435 5024 718 10223 3579 2045 4599 DEVELOPMENT/FUNDRAISING 70029 70029 EQUIPMENT RENTAL & MAIN 33877 10163 10163 13551 MISCELLANEOUS EXPENSE 9543 9543 ORGANIZATIONAL DUES 2545 2545 2072078 1573754 233155 265169 1561641 3026389 254590 22414 239353 232176 19587650 21641812 21388644 24900377 0 0 X 21388644 24900377 21388644 24900377 21388644 24900377 1359433 2152300 0 X X 0 1 X 1 0 X 2031533 1949911 4413565 1561082 2454391 12410482 2031533 1949911 4413565 1561082 2454391 12410482 5060864 7349618 289385 22890 610659 451203 658278 2032415 58280 18509 27652 104441 14547338 894746 0.50520 0.53900 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 12/21/20 AMOUNT: 2000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74 93 813560 1740531 855214 798840 11382883 8377263 1 1 20919219 2408358 3129420 1449240 260655 319089 24428013 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 1.00000 0.00000 0.00000 0 0 46000 46000 184000 14730 168763 24590 7684 17413 232176 X 5473040 2152300 2152300 3320740 110771 110771 3431511 1961307 0 1961307 110771 110771 2072078 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). 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 ANIMAL ADOPTION FOUNDATION 2480 ROSS MILLVILLE RD HAMILTON OH 45013 311378848 501(C)(3) 9750 0 OPERATING SUPPORT AUSA - ASSN OF THE UNITED STATES ARMY 5493 DELHI ROAD CINCINNATI OH 45238 530193361 501(C)(3) 7500 0 TO SUPPORT MAJ. SAMUEL WOODFILL CHAPTER BLOC MINISTRIES 911 W 8TH STREET CINCINNATI OH 45203 311613471 501(C)(3) 30000 0 OPERATING SUPPORT BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 8749 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 463631593 501(C)(3) 249839 0 OPERATING SUPPORT CARING LIKE ANGELS & HEROES 9078 UNION CENTRE BLVD SUITE 350 WEST CHESTER OH 45069 814246281 501(C)(3) 15940 0 OPERATING SUPPORT CHILDREN'S HOSPITAL MEDICAL CENTER PO BOX 5202 CINCINNATI OH 45201 310833936 501(C)(3) 58000 0 OPERATING SUPPORT CHRIST HOSPITAL FOUNDATION 2123 AUBURN AVENUE CINCINNATI OH 45219 310538525 501(C)(3) 49600 0 OPERATING SUPPORT CINCINNATI CANCER FOUNDATION 4805 MONTGOMERY RD CINCINNATI OH 45212 814093626 501(C)(3) 30000 0 OPERATING SUPPORT CITYLINK CENTER 800 BANK ST CINCINNATI OH 45214 043828387 501(C)(3) 28268 0 OPERATING SUPPORT COMPASSION BELIZE 439 MARCIA AVE HAMILTON OH 45013 872195608 501(C)(3) 12376 0 OPERATING SUPPORT CORRYVILLE CATHOLIC SCHOOL 108 CALHOUN STREET CINCINNATI OH 45219 310911671 501(C)(3) 8700 0 CELEBRATE CORRYVILLE - ANNUAL SCHOOL FUNDRAISER COVENANT CHRISTIAN ACADEMY 83 PINE ST WEST PEABODY MA 01970 043170101 501(C)(3) 10000 0 GENERAL DONATION CROSSROADS COMMUNITY CHURCH 3500 MADISON ROAD CINCINNATI OH 45209 311442447 501(C)(3) 19326 0 OPERATING SUPPORT DOWN SYNDROME ASSN OF GREATER CINCINNATI 4623 WESLEY AVE NORWOOD OH 45202 311051378 501(C)(3) 50000 0 OPERATING SUPPORT EASTERSEALS OF GREATER CINCINNATI 2901 GILBERT AVE CINCINNATI OH 45216 310873433 501(C)(3) 10000 0 GENERAL DONATION EDGE TEEN CENTERAXIS TEEN CENTER 7568 WYANDOT LANE LIBERTY TWP OH 45044 261438129 501(C)(3) 29700 0 OPERATING SUPPORT EVANS SCHOLAR FOUNDATION 10 GREENHOUSE LANE CINCINNATI OH 45209 362518129 501(C)(3) 6000 0 GENERAL DONATION FAITH COMMUNITY UNITED METHODIST CHURCH 8230 COX ROAD WEST CHESTER OH 45069 311813333 501(C)(3) 10000 0 GENERAL OPERATIONS BUDGET FERNSIDE INC 4360 COOPER ROAD CINCINNATI OH 45242 311179234 501(C)(3) 37727 0 DONATION IN MEMORY OF ZACH SMITH FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVE TALLAHASSEE FL 32301 596152180 501(C)(3) 30000 0 GENERAL DONATION FOCUS ON YOUTH 8904 BROOKSIDE AVENUE WEST CHESTER OH 45069 311346995 501(C)(3) 10000 0 OPERATING SUPPORT GOOD SHEPHERD CATHOLIC CHURCH 8815 EAST KEMPER ROAD LIBERTY TWP OH 45011 310850102 501(C)(3) 10000 0 OSSUARY FOR CHURCH BEREAVEMENT/CHURCH RENOVATIONS LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 17070 0 PROGRAMMING IN LAKOTA SCHOOLS MARY'S BRIDGE 5636 BRIDGETOWN RD CINCINNATI OH 45248 920702166 501(C)(3) 15000 0 OPERATING SUPPORT MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 8000 0 RELIEF EFFORTS FOR EARTHQUAKE VICTIMS IN SYRIA/OPERATING SUPPORT METROPARKS OF BUTLER COUNTY 11060 KENWOOD ROAD HAMILTON OH 45013 316000061 501(C)(3) 40587 0 PARK MAINTENANCE & IMPROVEMENTS MIAMI UNIVERSITY FOUNDATION ADVANCED SERVICES BUILDING OXFORD OH 45056 316026014 501(C)(3) 15000 0 DEIB ASSISTANCESHIP FUND OPTIM-ALL SERVICES INC 809 BRADFORD CT CINCINNATI OH 45233 811273771 501(C)(3) 10000 0 OPERATING SUPPORT PAWS ADOPTION CENTER 6302 CROSSINGS BLVD MONROE OH 45050 311000756 501(C)(3) 9750 0 OPERATING SUPPORT PROSPECT HOUSE INC 682 HAWTHORNE AVE CINCINNATI OH 45205 310789292 501(C)(3) 10000 0 OPERATING SUPPORT REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 19968 0 OPERATING SUPPORT ROCK OF AGES LUTHERAN CHURCH 4957 E CO RD 462 WILDWOOD FL 34785 562533056 501(C)(3) 20000 0 OPERATING SUPPORT ST XAVIER HIGH SCHOOL 600 W NORTH BEND ROAD CINCINNATI OH 45224 310537511 501(C)(3) 5100 0 GENERAL DONATION ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 8100 0 GENERAL DONATION ST MAXIMILIAN KOLBE PARISH 5720 HAMILTON MASON RD LIBERTY TWP OH 45011 311275691 501(C)(3) 10000 0 GENERAL DONATION ST SUSANNA CATHOLIC CHURCH 616 READING ROAD MASON OH 45040 310537156 501(C)(3) 63586 0 GYMNASIUM/CHURCH PROGRAMMING STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 7000 0 SUPPORTING FAMILIES STEPPING STONES 5650 GIVEN ROAD CINCINNATI OH 45243 310671799 501(C)(3) 5100 0 SUMMER CAMPS TIKKUN FARM 7941 ELIZABETH ST CINCINNATI OH 45231 473870788 501(C)(3) 10000 0 OPERATING SUPPORT VOICE OF AMERICA MUSEUM OF BROADCASTING 8070 TYLERSVILLE RD WEST CHESTER OH 45069 753040686 501(C)(3) 10250 0 OPERATING SUPPORT WESLEY CHAPEL MISSION CENTER PO BOX 141031 CINCINNATI OH 45250 316059871 501(C)(3) 16000 0 CONTINUING OPERATIONS OF AFTER SCHOOL PROGRAMS WEST CHESTER TOWNSHIP 9113 CINCINNATI-DAYTON ROAD WEST CHESTER OH 45069 316010106 501(C)(3) 42718 0 COMMUNITY EVENTS WESTERVILLE CHRISTIAN CHURCH 471 E COLLEGE AVE WESTERVILE OH 43081 310832684 501(C)(3) 10000 0 IMPROVEMENTS TO CHURCH GYMNASIUM 43 0 INDIVIDUAL SCHOLARSHIPS 42 141253 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 14 653885 (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 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.