2024-10-31T15:30:04-05:00 2023-12-31 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2023-01-01 316018703 THE TROY FOUNDATION TROY 9373398935 216 W FRANKLIN ST TROY OH 453733234 MELISSA KLEPTZ PRESIDENT AND CEO 9373398935 2024-10-24 1 1 KAREN O CRIM P00368385 9372980201 2024-10-24 2023 2024-10-15 13:58:12Z MELISSA KLEPTZ 216 W FRANKLIN ST TROY OH 453733234 26870453 0 X WWW.THETROYFOUNDATION.ORG X 1924 OH TO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO CHARITABLE CAUSES FOR GROWING A GREATER TOMORROW. 12 11 6 15 0 0 5817810 8124445 0 0 5826134 3828540 58045 11434 11701989 11964419 7475924 9118432 0 0 529924 549081 0 0 0 598479 628467 8604327 10295980 3097662 1668439 123423524 141156124 7802362 8654812 115621162 132501312 TO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO MEANINGFUL CAUSES FOR A BETTER TOMORROW. 0 0 9422652 9118432 IN 2023, THE TROY FOUNDATION PROVIDED OVER 2,100 GRANTS TO ORGANIZATIONS PROVIDING SERVICES IN THE AREAS OF ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES, SOCIAL SERVICES, YOUTH DEVELOPMENT, BEAUTIFICATION, PROTECTING WILDLIFE AND THE ENVIRONMENT, AND EMERGENCY GRANTS TO ASSIST NON-PROFITS DURING THE PANDEMIC. 9422652 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 1 6 0 1 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X MELISSA KLEPTZ 9373398935 216 W FRANKLIN ST TROY OH 453733234 JOE DICKERSON CHAIR 1.00 0.10 X X 0 0 0 SUSAN BEHM GOV BD 1.00 0.10 X 0 0 0 BRENT BLACK GOV BD 1.00 0.10 X 0 0 0 DAVE FISHER GOV BD/TRUSTEES COMMITTEE 1.00 0.10 X 0 0 0 TOM GIERE VICE CHAIR 1.00 0.10 X 0 0 0 COLLEEN GILARDI GOV BD/DISTRIBUTION COMMITTEE 1.00 0.10 X 0 0 0 KATHY KERBER GOV BD 1.00 0.10 X 0 0 0 TOM KLEPTZ GOV BD/TRUSTEES COMMITTEE 1.00 0.10 X 0 0 0 DOUG LINS GOV BD 1.00 0.10 X 0 0 0 ED PURVIS GOV BD 1.00 0.10 X 0 0 0 MAURICE SADLER GOV BD 1.00 0.10 X 0 0 0 CRAIG WISE GOV BD 1.00 0.10 X 0 0 0 MELISSA KLEPTZ PRESIDENT & CEO 39.90 0.10 X 126856 0 48061 WILLIAM J FULKER SECRETARY GOV BD (NONVOTING) 1.00 0.10 X 0 0 0 126856 0 48061 1 0 1 0 US BANK 910 WEST MAIN STREET TROY OH 45373 INVESTMENT MANAGER 258450 1 80701 8043744 3746274 8124445 2851408 2851408 563 0 563 563 563 15876442 14899310 977132 977132 977132 17595 80701 6724 10871 10871 11964419 0 0 3839974 8269372 8269372 849060 849060 174917 174917 305098 305098 1932 1932 35979 35979 31155 31155 38610 38610 304220 304220 2537 2537 30521 30521 19147 19147 60819 60819 7521 7521 2350 2350 1385 1385 2722 2722 13646 13646 CLEANING & MAINTENANCE 66546 66546 EVENTS 31204 31204 EQUIPMENT 18546 18546 MEMBERSHIP DUES 16050 16050 12643 12643 10295980 9422652 873328 0 1085462 1269235 4191261 5772732 7008 6108 234534 35767 501863 198767 76388021 82357899 41249909 51551383 123423524 141156124 9863 6778 7792499 8648034 7802362 8654812 X 22449724 23407033 93171438 109094279 115621162 132501312 123423524 141156124 X 1668439 15260198 -45557 -2930 X X 0 1 X 1 0 X 6256073 13178334 9886786 5817810 8124445 43263448 6256073 13178334 9886786 5817810 8124445 43263448 10537406 32726042 2210563 2150961 2270741 2448463 2851971 11932699 55196147 0.59290 0.58100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149 384 2272122 5991808 3526777 6251282 16120872 124900713 1 1 0 90931099 2247793 8527631 3049984 179327 467555 98009657 94321031 180860 -2184330 400068 986394 90931099 74927813 6699739 17079660 3506902 879279 94321031 60604896 8765663 7737063 1646551 533258 74927813 49684785 3872828 10014205 2484822 482100 60604896 0.16000 0.24000 0.60000 0 0 193710 193710 40824 35767 5057 198767 VANGUARD 500 INDEX ADMIRAL (VFIAX) 51551383 C 51551383 AGENT LIABILITIES 8648034 8648034 X PART V, LINE 4: THE ORGANIZATION'S UNRESTRICTED FUNDS ARE EXPENDED FOR CHARITABLE PURPOSES AS RECOMMENDED BY THE DISTRIBUTION COMMITTEE OF THE FOUNDATION AND APPROVED BY THE GOVERNING BOARD. THE ORGANIZATION'S DONOR-ADVISED FUNDS INCLUDE TRUSTS WHICH THE DONOR MAY ADVISE OR APPOINT AN ADVISORY COMMITTEE TO RECOMMEND GRANTS TO THE DISTRIBUTION COMMITTEE. THE ORGANIZATION'S DONOR-DESIGNATED FUNDS INCLUDE ENDOWMENT FUNDS, CLASSIFIED AS PERMANENTLY RESTRICTED, AND, AS SUCH, DISTRIBUTIONS UNDER THESE FUNDS ARE LIMITED TO EARNINGS ON INVESTMENTS HELD BY THE FUNDS. THE ORGANIZATION'S FIELD-OF-INTEREST FUNDS DO NOT COMMIT GIFTS TO ANY PARTICULAR ORGANIZATION. GRANT RECIPIENTS ARE IDENTIFIED BY THE FOUNDATION, WHICH MAY TAKE INTO CONSIDERATION THE SUGGESTIONS OF FUND DONORS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION CONDUCTS ANY ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2019. BANQUET 21970 21037 933 FISH FRY 35949 35949 254 4 40377 23715 16662 350 1238 3802 1080 98296 80701 17595 350 1238 4056 1080 6724 10871 1 AFRICA ACCESS 2204 QUINTON ROAD SILVER SPRING MD 20910 521689732 501(C)(3) 10000 0 EDUCATION ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 NORTH MICHIGAN AVENUE CHICAGO IL 60601 133039601 501(C)(3) 5587 0 DISEASE, DISORDERS, MEDICAL DISCIPLINES AMERICAN RED CROSS - MIAMI VALLEY OHIO CHAPTER 370 WEST FIRST STREET DAYTON OH 45402 530196605 501(C)(3) 10225 0 SOCIAL SERVICES APPALACHIAN STATE UNIVERSITY ASU BOX 32005 BOONE NC 28608 561176030 NORTH CAROLINA 7500 0 EDUCATION APPLE GRANT CHARITABLE CHECKING ACCOUNT 216 W FRANKLIN ST TROY OH 45373 316018703 501(C)(3) 40031 0 EDUCATION ARBOGAST PERFORMING ARTS CENTER 500 SOUTH DORSET ROAD TROY OH 45373 830889260 501(C)(3) 119200 0 ARTS & CULTURE BERTKE CREATIVE 7249 MOUNTAIN TRAIL DAYTON OH 45459 813995191 7902 0 PROGRAM EXPENSE BETHEL HOPE 6805 US ROUTE 40 TIPP CITY OH 45371 651282778 501(C)(3) 6500 0 SOCIAL SERVICES BETHEL LOCAL SCHOOLS 7490 SOUTH STATE ROUTE 201 TIPP CITY OH 45371 316000733 MIAMI COUNTY 22883 0 EDUCATION BETHEL TOWNSHIP MIAMI COUNTY 8735 SOUTH SECOND STREET TIPP CITY OH 45371 310793283 MIAMI COUNTY 6350 0 PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY 22 SOUTH JEFFERSON STREET DAYTON OH 45402 310641306 501(C)(3) 9200 0 HUMAN SERVICES BILL SEVERT MEMORIAL APPRENTICE FIREFIGHTER FUND 216 W FRANKLIN ST TROY OH 45373 316018703 501(C)(3) 11315 0 EDUCATION BOWLING GREEN STATE UNIVERSITY OFFICE OF THE BURSAR BOWLING GREEN OH 434030100 346007199 OHIO 37125 0 EDUCATION BRUKNER NATURE CENTER 5995 HORSESHOE BEND ROAD TROY OH 45373 310732613 501(C)(3) 289395 0 ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION) BRUNNER LITERACY CENTER 1995 SHILOH SPRINGS ROAD DAYTON OH 45426 452407008 501(C)(3) 7000 0 EDUCATION CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOCE RD ORLANDO FL 32818 942494324 501(C)(3) 31000 0 ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION) CASAGAL OF MIAMI COUNTY INC 405 PUBLIC SQUARE TROY OH 45373 311418130 501(C)(3) 13500 0 SOCIAL SERVICES CEDARVILLE UNIVERSITY CASHIERS OFFICE CEDARVILLE OH 45314 310536647 501(C)(3) 26500 0 EDUCATION CISV MIDWEST OHIO CHAPTER PO BOX 836 TROY OH 45373 237617043 29012 0 EDUCATION CITY OF TIPP CITY OHIO 260 SOUTH GARBER DRIVE TIPP CITY OH 45371 310792424 TIPP CITY 16448 0 COMMUNITY AND ECONOMIC DEVELOPMENT CITY OF TROY OHIO 100 SOUTH MARKET STREET TROY OH 45373 316000549 TROY 28116 0 COMMUNITY IMPROVEMENT CLEAR CREEK FARM 1900 SOUTH KUTHER ROAD SIDNEY OH 45365 310982443 501(C)(3) 52840 0 SOCIAL SERVICES CLOTHES THAT WORK 1133 EDWIN C MOSES BLVD SUITE 392 DAYTON OH 45417 311575093 501(C)(3) 10000 0 HUMAN SERVICES DARKE COUNTY JUNIOR FAIR 800 SWEITZER STREET GREENVILLE OH 45331 344215590 501(C)(3) 9606 0 YOUTH DEVELOPMENT DAYTON ART INSTITUTE 456 BELMONTE PARK NORTH DAYTON OH 45405 310537480 501(C)(3) 63947 0 ARTS & CULTURE DAYTON EARLY 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17500 0 RELIGIOUS/SPIRITUAL DEVELOPMENT GLOBUS PRINTING & PACKAGING PO BOX 114 MINSTER OH 45865 6500 0 PROGRAM EXPENSE GOODWILL EASTERSEALS OF MIAMI VALLEY 660 SOUTH MAIN STREET DAYTON OH 45402 310537112 501(C)(3) 10000 0 MENTAL HEALTH, CRISIS INTERVENTION GRACE BAPTIST CHURCH 1400 NORTH MARKET STREET TROY OH 45373 501(C)(3) 7288 0 RELIGIOUS/SPIRITUAL DEVELOPMENT HAMILTON BADIN HIGH SCHOOL 571 NEW LONDON ROAD HAMILTON OH 45013 310537113 501(C)(3) 75000 0 EDUCATION HAWAII COMMUNITY FOUNDATION 444 HANA HIGHWAY KAHULUI HI 96732 990261283 501(C)(3) 10000 0 EMERGENCY ASSISTANCE (FOOD, CLOTHING, CASH) HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25A TROY OH 45373 311596731 501(C)(3) 120886 0 HEALTH & HUMAN SERVICES HOBART INSTITUTE OF WELDING TECHNOLOGY 400 TRADE SQUARE E TROY OH 45373 316032186 501(C)(3) 119825 0 EDUCATION HOSPICE OF MIAMI COUNTY INC ENDOWMENT FUND 3230 NORTH COUNTY ROAD 25A TROY OH 45373 311031277 501(C)(3) 14062 0 HEALTH & HUMAN SERVICES KENT STATE UNIVERSITY BURSARS OFFICE KENT OH 44242 316402079 OHIO 12000 0 EDUCATION KIDS READ NOW INC 55 MARYBILL DR S TROY OH 45373 453504550 501(C)(3) 10000 0 EDUCATION KIWANIS CLUB OF PIQUA K 02086 PO BOX 738 PIQUA OH 45356 316039494 501(C)(3) 17649 0 GENERAL SUPPORT KIWANIS CLUB OF TROY INC 250 CRESTWOOD DR TROY OH 45373 310708676 501(C)(3) 18000 0 RECREATIONAL LEE UNIVERSITY PO BOX 3450 CLEVELAND TN 37320 620502739 501(C)(3) 21650 0 EDUCATION LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY OH 45365 341055864 501(C)(3) 77267 0 EDUCATION LIBERTY UNIVERSITY FINANCIAL AID OFFICE LYNCHBURG VA 24515 540946734 501(C)(3) 19100 0 EDUCATION LINCOLN COMMUNITY CENTER 110 ASH STREET TROY OH 45373 310584315 501(C)(3) 396154 0 RECREATIONAL MAPLE TREE CANCER ALLIANCE 425 N FINDLAY ST DAYTON OH 45404 274113397 501(C)(3) 7500 0 HEALTH MIAMI COUNTY AGRICULTURAL SOCIETY 650 NORTH COUNTY ROAD 25A TROY OH 45373 310512071 501(C)(3) 10500 0 EDUCATION MIAMI COUNTY AUDITOR 201 WEST MAIN STREET TROY OH 45373 316000055 MIAMI COUNTY 633419 0 HEALTH & HUMAN SERVICES MIAMI COUNTY DENTAL CLINIC 70 TROY TOWNE DRIVE TROY OH 45373 204901192 501(C)(3) 104977 0 HEALTH & HUMAN SERVICES MIAMI COUNTY FIRE AND EMERGENCY SERVICES CHIEFS' ASSOCIATION 1841 WEST MAIN ST TROY OH 45373 832997721 501(C)(3) 8776 0 PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF MIAMI COUNTY JUNIOR FAIR 650 NORTH COUNTY ROAD 25A TROY OH 45373 310512071 501(C)(3) 9606 0 YOUTH DEVELOPMENT MIAMI COUNTY LOCAL FOOD COUNCIL PO BOX 334 TROY OH 45373 813339080 501(C)(3) 10875 0 COMMUNITY AND ECONOMIC DEVELOPMENT MIAMI COUNTY PARK DISTRICT 2645 EAST STATE ROUTE 41 TROY OH 45373 316000055 501(C)(3) 19500 0 RECREATIONAL MIAMI COUNTY PUBLIC HEALTH DEPARTMENT 510 W WATER STREET TROY OH 45373 316000055 MIAMI COUNTY 12000 0 HEALTH & HUMAN SERVICES MIAMI COUNTY VISITORS AND CONVENTION BUREAU 405 PUBLIC SQUARE SOUTHWEST TROY OH 45373 311315269 501(C)(3) 13000 0 COMMUNITY AND ECONOMIC DEVELOPMENT MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA OH 45356 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45371 311409864 501(C)(3) 30000 0 MENTAL HEALTH, CRISIS INTERVENTION OHIO COUNCIL OF DELIBERATION SCHOLARSHIP FUND DEPUTY OF THE ORIENT OF OHIO CINCINNATI OH 452132023 320247237 501(C)(3) 38524 0 EDUCATION OHIO DOMINICAN UNIVERSITY 1216 SUNBURY ROAD COLUMBUS OH 43219 314379560 501(C)(3) 15500 0 EDUCATION OHIO NORTHERN UNIVERSITY 525 SOUTH MAIN STREET ADA OH 45810 344429091 501(C)(3) 16250 0 EDUCATION OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS OH 45701 316402113 OHIO 64200 0 EDUCATION OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY OH 45373 311031277 501(C)(3) 298655 0 HEALTH & HUMAN SERVICES OREGON PRINTING 29 NORTH JUNE STREET DAYTON OH 45403 23353 0 PROGRAM EXPENSE OUR FARM SANCTUARY 6495 AGENBROAD ROAD TIPP CITY OH 45371 832712332 501(C)(3) 57000 0 ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION) OVERFIELD TAVERN MUSEUM 201 EAST WATER STREET TROY OH 45373 311337433 501(C)(3) 147130 0 ARTS, CULTURE AND HUMANITIES PARTNERS IN HOPE INC 180 EAST RACE STREET 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PUBLIC TELEVISION DAYTON OH 45402 310858459 501(C)(3) 15050 0 EDUCATION TIPP CITY EXEMPTED VILLAGE SCHOOLS 90 S TIPPECANOE DRIVE TIPP CITY OH 45371 316000983 TIPP CITY 51310 0 EDUCATION TIPP CITY PUBLIC LIBRARY 11 EAST MAIN STREET TIPP CITY OH 45371 316000554 TIPP CITY 37210 0 EDUCATION TIPP CITY SENIORS INC 528 N HYATT ST TIPP CITY OH 45371 311780623 501(C)(3) 7946 0 ELDERLY/SENIOR CITIZENS TIPP MONROE COMMUNITY SERVICES 3 EAST MAIN STREET TIPP CITY OH 45371 310794220 501(C)(3) 9800 0 SOCIAL SERVICES TIPP PRIDE ASSOCIATION PO BOX 261 TIPP CITY OH 45371 814416439 501(C)(3) 7500 0 EDUCATION TRI-COUNTY BOARD OF RECOVERY & MENTAL HEALTH 1280 N COUNTY ROAD 25A TROY OH 45373 316000055 MIAMI COUNTY 100000 0 MENTAL HEALTH, CRISIS INTERVENTION TROY CHRISTIAN SCHOOLS INC 700 SOUTH DORSET ROAD TROY OH 45373 311320575 501(C)(3) 6548 0 EDUCATION TROY CITY SCHOOLS 500 NORTH MARKET STREET TROY OH 45373 316000985 TROY 69636 0 EDUCATION TROY CITY SKATEPARK UNITE 522 SOUTH MARKET STREET TROY OH 45373 932139843 501(C)(3) 17700 0 RECREATIONAL TROY COMMUNITY FM - POWER 1071 WTJN 315 SOUTH PUBLIC SQUARE TROY OH 45373 352484745 501(C)(3) 66900 0 OTHER TROY DOLLARS FOR COLLEGE FUND 216 W FRANKLIN STREET TROY OH 45373 316018703 501(C)(3) 21500 0 EDUCATION TROY HALL OF FAME 405 PUBLIC SQUARE TROY OH 45373 311454017 501(C)(3) 28018 0 EDUCATION TROY HIGH SCHOOL SOFTBALL PARENTS ASSOCIATION 151 W STAUNTON RD TROY OH 45373 383736476 501(C)(3) 23800 0 RECREATIONAL TROY MAIN STREET INC 405 SOUTHWEST PUBLIC SQUARE TROY OH 45373 311301818 501(C)(3) 25701 0 COMMUNITY AND ECONOMIC DEVELOPMENT TROY RECREATION ASSOCIATION 11 NORTH MARKET STREET TROY OH 45373 310579679 501(C)(3) 67994 0 HUMAN SERVICES TROY SENIOR CITIZENS CENTER 134 NORTH MARKET STREET TROY OH 45373 316057839 501(C)(3) 22799 0 COMMUNITY AND ECONOMIC DEVELOPMENT TROY SKATE CHURCH PO BOX 935 TROY OH 45373 871166455 501(C)(3) 10000 0 COMMUNITY AND ECONOMIC DEVELOPMENT TROY-HAYNER CULTURAL CENTER 301 WEST MAIN STREET TROY OH 45373 316000985 501(C)(3) 24888 0 ARTS & CULTURE TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY OH 45373 316000630 MIAMI COUNTY 125847 0 EDUCATION UNITED WAY OF MIAMI COUNTY 116 WEST FRANKLIN STREET TROY OH 45373 310619209 501(C)(3) 52988 0 PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING UNIVERSITY OF CINCINNATI PO BOX 210140 CINCINNATI OH 45221 316000989 OHIO 82650 0 EDUCATION UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 310536715 501(C)(3) 75635 0 EDUCATION UNIVERSITY OF PITTSBURGH STUDENT ACCOUNTING AND BILLING PITTSBURGH PA 15260 250965591 PENNSYLVANIA 22500 0 EDUCATION UNIVERSITY OF TENNESSEE OFFICE OF THE BURSAR KNOXVILLE TN 379960225 626001636 TENNESSEE 15500 0 EDUCATION UNIVERSITY OF THE CUMBERLANDS OFFICE OF THE REGISTRAR WILLIAMSBURG KY 40769 610470593 501(C)(3) 7200 0 EDUCATION UPPER VALLEY CAREER CENTER 8811 CAREER DRIVE PIQUA OH 45356 310819594 UPPER VALLEY 53970 0 EDUCATION UPPER VALLEY MEDICAL CENTER 3130 NORTH COUNTY ROAD 25A TROY OH 45373 310537095 501(C)(3) 6071 0 GENERAL SUPPORT UVMC FOUNDATION 3130 NORTH COUNTY ROAD 25A TROY OH 45373 311581859 501(C)(3) 184789 0 HEALTH WACO HISTORICAL SOCIETY 1865 SOUTH COUNTY ROAD 25A TROY OH 45373 310969657 501(C)(3) 9442 0 EDUCATION WE CARE ARTS 3035 WILMINGTON PIKE KETTERING OH 45429 311295721 501(C)(3) 5124 0 YOUTH DEVELOPMENT WE LOVE BIRTHDAY PARTIES 1597 NORTH ROAD TROY OH 45373 841978157 501(C)(3) 5500 0 YOUTH DEVELOPMENT WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH 32 WESLEY BOULEVARD WORTHINGTON OH 43085 314420544 501(C)(3) 115573 0 RELIGIOUS/SPIRITUAL DEVELOPMENT WESTSIDE NEIGHBORHOOD SCHOOL 5401 BEETHOVEN STREET LOS ANGELES CA 90066 953551091 501(C)(3) 15000 0 EDUCATION WILMINGTON COLLEGE PYLE CENTER BOX 1184 WILMINGTON OH 45177 310537514 501(C)(3) 5500 0 EDUCATION WITTENBERG UNIVERSITY OFFICE OF FINANCIAL AID SPRINGFIELD OH 45501 310537177 501(C)(3) 33100 0 GENERAL SUPPORT WRIGHT STATE UNIVERSITY OFFICE OF THE BURSAR 055 STUDENT UNION DAYTON OH 45435 310732831 OHIO 40000 0 EDUCATION WRIGHT STATE UNIVERSITY FOUNDATION 3640 COLONEL GLEN HIGHWAY DAYTON OH 45435 237019799 501(C)(3) 18105 0 EDUCATION XAVIER UNIVERSITY BURSARS OFFICE CINCINNATI OH 45207 310537516 501(C)(3) 6985 0 EDUCATION YELLOWSTONE TO YUKON CONSERVATION INITIATIVE FOUNDATION PO BOX 157 BOZEMAN MT 59771 810535303 501(C)(3) 8890 0 ENVIRONMENT 171 7 ADMINISTRATIVE EXPENSE 14 6303 SCHOLARSHIP 528 842107 JOURNALISM 1 650 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES TO PROVIDE A NARRATIVE TO BE COMPLETED AFTER NINETY DAYS OF THE RECEIPT OF GRANT FUNDING. THE NARRATIVE PROVIDES INFORMATION PERTAINING TO THE USE OF THE GRANT AND PROVIDES AN EVALUATION OF THE INTENDED OUTCOMES AND GOALS ORIGINALLY PRESENTED BY THE GRANTEE. NARRATIVE INFORMATION IS SUBMITTED TO THE DISTRIBUTION COMMITTEE. SITE VISITS MAY BE CONDUCTED BY STAFF AND/OR DISTRIBUTION COMMITTEE MEMBERS AND ADDITIONAL REPORTING MAY BE SUBMITTED TO THE DISTRIBUTION COMMITTEE. X X X 0 0 0 0 0 0 0 0 0 MELISSA KLEPTZ PRESIDENT & CEO 126856 0 0 0 0 0 11965 0 36096 0 174917 0 0 0 NATHAN KLETPZ SON OF PRES/CEO MELISSA KLEPTZ 3449 GRANT TO STUDY ABROAD GRANT TO STUDY ABROAD TURNSTONE FINANCIAL LLC ENTITY MORE THAN 35% OWNED BY TOM KLEPTZ, SPOUSE OF PRES/CEO MELISSA KLEPTZ 68088 INVESTMENT MANAGEMENT FEES 0 X 43 1908216 FMV AT TRANSFER 0 0 1 1 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS PART I, LINE 32B: PUBLICLY TRADED SECURITIES CONTRIBUTED TO THE TROY FOUNDATION ARE SOLD BY THIRD PARTIES, THE INVESTMENT DEPARTMENTS OF THE BANKS WHERE THE TROY FOUNDATION MAINTAINS INVESTMENT ACCOUNTS. FORM 990, PART VI, SECTION A, LINE 2 TOM KLEPTZ IS A TRUSTEE. HE IS THE HUSBAND OF MELISSA KLEPTZ, PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER EMAILS A COPY OF THE FORM 990 TO THE FINANCE OFFICER, WHO FORWARDS THE RETURN TO THE TROY FOUNDATION'S AUDIT COMMITTEE TO REVIEW IN DETAIL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. AFTER REVIEW, THE RETURN IS SENT TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR AT ITS ANNUAL MEETING, THE TROY FOUNDATION'S GOVERNING BOARD, TRUSTEES COMMITTEE, DISTRIBUTION COMMITTEE, AND STAFF RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED TO COMPLETE AND SUBMIT THE FOUNDATION'S CONFLICT OF INTEREST STATEMENT TO THE PRESIDENT & CEO LISTING ALL POTENTIAL CONFLICTS THAT MAY OCCUR THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE PRESIDENT & CEO'S AND OTHER KEY EMPLOYEES' SALARIES INCLUDES A REVIEW AND APPROVAL PROCESS BY THE GOVERNING BODY ALONG WITH THE USE OF DATA IN REGARDS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. RECORDS WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST FOR THE PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART XI, LINE 9: MISCELLANEOUS ADJUSTMENT -2,930. FORM 990, PART XII, LINE 2C: THE PROCESS BY WHICH THE ORGANIZATION SELECTS AN INDEPENDENT ACCOUNTANT TO CONDUCT ITS AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR. TF LAND INC 216 W FRANKLIN STREET TROY OH 45373 261645416 TO HOLD THE LAND AND BUILDING WHICH HOUSE THE TROY FOUNDATION OH 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0