2024-07-22T09:46:18-05:00 2023-09-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-10-01 311040215 ATHENS COUNTY FOUNDATION ATHE 7405946061 PO BOX 366 ATHENS OH 45701 CHERYL SYLVESTER PRESIDENT 7405946061 2024-06-25 1 CHERYL SYLVESTER 999009999 1 KATHY M MOSELEY P00116760 6142211120 2024-06-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KERRY PIGMAN PO BOX 366 ATHENS OH 45701 3274409 0 X WWW.ATHENSFOUNDATION.ORG X 1980 OH SEE SCHEDULE O 12 12 5 80 0 0 1017261 2280103 37795 25004 771655 187555 17914 -75626 1844625 2417036 705749 560621 0 0 255909 340506 0 0 97453 190759 224521 1152417 1125648 692208 1291388 9078445 11176045 476111 529441 8602334 10646604 THE ATHENS COUNTY FOUNDATION BUILDS ON THE STRENGTHS OF OUR COMMUNITY, ADVANCING PARTICIPATION AND COLLABORATION TO ADDRESS LONG STANDING CHALLENGES AND PURSUE EXTRAORDINARY OPPORTUNITIES. 0 0 565048 542621 0 THE FOUNDATION AWARDS COMPETITIVE GRANTS AND DISTRIBUTIONS THROUGH AN APPLICATION AND REVIEW PROCESS. THE FOCUS OF THESE AWARDS IS TOWARD EDUCATION, WELFARE ENHANCEMENT, CIVIC PROJECTS, AND COMMUNITY BETTERMENT THROUGH GRANTS TO ORGANIZATIONS IN ATHENS, OHIO AND THE SURROUNDING AREA. DURING THE YEAR THERE WERE 115 GRANTS AWARDED. 25676 0 20030 LEADERSHIP ATHENS COUNTY PROGRAM IS A NINE-MONTH COURSE AIMED AT DEVELOPING A GROUP OF INFORMED CITIZENS TO PROVIDE DYNAMIC COMMUNITY LEADERSHIP. IT ALSO ENCOMPASSES A YOUTH LEADERSHIP GROUP COMPONENT AIMED AT DEVELOPING FUTURE LEADERS 18000 18000 4983 CAPACITY BUILDING PROGRAM FOR ATHENS COUNTY NON-PROFITS 608724 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X CINDY L STRAUSBAUGH 7405946061 2 S COURT ST 2ND FLOOR ATHENS OH 45701 CHERYL SYLVESTER PRESIDENT & CHAIRPERSON 6.00 X X 0 0 0 JULIA PAXTON PAGON VICE CHAIRPERSON (BEGIN 1/2023) 2.00 X X 0 0 0 CLAUDIA HALE SECRETARY 2.00 X X 0 0 0 GEOFFREY MORGAN TREASURER 2.00 X X 0 0 0 OTIS CROCRON BOARD MEMBER 2.00 X 0 0 0 JESSICA THOMAS BOARD MEMBER 2.00 X 0 0 0 KAROLINE LANE BOARD MEMBER 2.00 X 0 0 0 LAURIE DEAL BOARD MEMBER 2.00 X 0 0 0 JANE CAVAROZZI BOARD MEMBER 2.00 X 0 0 0 SCOTT ROBE BOARD MEMBER 2.00 X 0 0 0 STEVE PATTERSON BOARD MEMBER 2.00 X 0 0 0 TEE FORD-AHMED BOARD MEMBER 2.00 X 0 0 0 PETER GALBRAITH VP/VICE CHAIR THRU 12/31/22 2.00 X X 0 0 0 KERRY S PIGMAN EXECUTIVE DIRECTOR 40.00 X 91250 0 2694 91250 0 2694 0 0 0 0 0 30995 2249108 1144970 2280103 LEADERSHIP ATHENS 611430 17730 17730 ADMINISTRATIVE FEE 900099 7274 7274 25004 216370 216370 814935 843750 -28815 -28815 -28815 18250 30995 13623 4627 4627 MISCELLANEOUS 900099 193 193 PASS-THROUGH INCOME 900099 -184 -184 FORGIVENESS OF N/R 900099 -80262 -80262 -80253 2417036 25013 0 111920 560621 560621 93944 93944 203624 41656 99368 62600 4011 567 2593 851 38927 5880 24211 8836 325 325 11700 11700 39838 39838 48468 48468 16094 16094 20702 20702 4996 4996 23709 23709 4029 4029 1783 1783 4873 4873 EVENT EXPENSES 25166 25166 DUES & SUBSCRIPTIONS 22838 22838 1125648 608724 419471 97453 39708 47516 18213 40149 65542 200000 198000 14555 17509 32094 28546 3946 3548 5444103 7728572 3292378 3140751 9078445 11176045 15202 476111 514239 476111 529441 X 5812485 7640719 2789849 3005885 8602334 10646604 9078445 11176045 1291388 752882 0 X X 0 1 X 1 0 X 710687 1804666 814143 1017261 2280103 6626860 710687 1804666 814143 1017261 2280103 6626860 1953578 4673282 211171 166296 160571 183526 216370 937934 2646 229 513 387 -80253 -76478 7488316 219093 0.62410 0.70000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 6,411. 2019 AMOUNT: $ 351. 2020 AMOUNT: $ 678. 2021 AMOUNT: $ 522. 2022 AMOUNT: $ 193. PASS-THROUGH INCOME - 2018 AMOUNT: $ -3,765. 2019 AMOUNT: $ -122. 2020 AMOUNT: $ -165. 2021 AMOUNT: $ -135. 2022 AMOUNT: $ -184. FORGIVENESS OF NOTE RECEIVABLE - 2022 AMOUNT: $ -80,262. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 73575 166477 2620487 1 1 0 6900205 1894678 765058 335304 39838 9184799 8783825 374288 -1504215 720554 33139 6900205 7203734 214973 1793268 400759 27391 8783825 6275498 557682 536190 138244 27392 7203734 6478625 351751 158870 181228 500023 32497 6275498 0.67270 0.07190 0.25540 0 0 2320 2320 0 29774 26226 3548 3548 127975 C BRIDGE BUILDER CORE BOND FUND 756664 F BRIDGE BUILDER CORE PLUS BOND FUND 965982 F BRIDGE BUILDER LARGE GROWTH FUND 741066 F LORD ABBETT CONVERTIBLE CL A FUND 549064 F 3140751 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 514239 514239 X 3159359 752881 29280 782161 2377198 39838 39838 2417036 1115090 29280 29280 1085810 39838 39838 1125648 PART V, LINE 4: TO PROVIDE GRANTS/AWARDS TOWARD EDUCATION, WELFARE ENHANCEMENT, CIVIC PROJECTS, AND COMMUNITY BETTERMENT TO ORGANIZATIONS IN ATHENS, OHIO, AND THE SURROUNDING AREA. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. THE FOUNDATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. GOLF TOURNAMENT 49245 30995 18250 1986 2812 8436 389 49245 30995 18250 1986 2812 8436 389 13623 4627 1 AMERICAN RED CROSS 100 S MAY AVE ATHENS OH 45701 530196605 501C3 9000 0 HOME FIRE CAMPAIGN - PREPAREDNESS AND RESILIENCY IN ATHENS COUNTY ARTS WEST 132 W STATE ST ATHENS OH 45701 GOVERNMENT 5931 0 ARTS WEST PRESENTS: ONCE THE MUSICAL; GENERAL SUPPORT ATHENS CONSERVANCY PO BOX 2281 ATHENS OH 45701 320035073 501C3 6870 0 NATURE FOR ALL; GENERAL SUPPORT ATHENS COUNTY COMMUNITY SINGERS PO BOX 2261 ATHENS OH 45701 463833890 501C3 6200 0 SERVING THE COMMUNITY WITH SONG ATHENS COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES 13183 STATE ROUTE 13 MILLFIELD OH 45761 316400063 GOVERNMENT 7000 0 OPERATION FULL BELLY ATHENS COUNTY HISTORICAL SOCIETY DBA SOUTHEAST OHIO HISTORY CENTER 24 W STATE STREET ATHENS OH 45701 311044073 501C3 15162 0 SCIENCE AND HISTORY ON THE ROCKS; INVIDIBLE GROUND: MAKING COMMUNITY HISTORY VISIBLE; GENERAL SUPPORT ATHENS COUNTY INDEPENDENT PO BOX 366 ATHENS OH 45701 881658964 501C3 13709 0 (ACI) BASIC REQUIRED EQUIPMENT, SELECT MEDIA COSTS AND STAFF RETENTION DURING EARLY STAGE NONPROFIT STARTUP; CREATION OF SUSTAINABLE REVENUE STREAMS THROUGH A PAID ADVERTISING AND SALES LEAD ATHENS COUNTY PUBLIC LIBRARIES 95 W WASHINGTON ST NELSONVILLE OH 45764 GOVERNMENT 12934 0 BOOK-A-BIKE EXPANSION PILOT: IMPROVING MICROMOBILITY WITH E-BIKES; SUPPORT FOR THE NEW CHAUNCEY LIBRARY LOCATION BUILD; LIBRARY OUTREACH COLLECTIONS ATHENS UNITED IMMIGRANT SUPPORT PROJECT 276 HIGHLAND AVE ATHENS OH 45701 843822024 501C3 8000 0 EXPANSION OF SUPPORT TO FACILITATE CAPACITY BUILDING; SUPPORT FOR ASYLEE LEGAL COSTS; GLOBAL MAJORITY GATHERINGS BIG BROTHER BIG SISTERS ASSOCIATION OF GREATER CENTRAL OHIO 1855 E DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501C3 6477 0 CAMP OTY'OKWA FOR ATHENS & HOCKING YOUTH CHILDREN'S HUNGER ALLIANCE 1105 SCHROCK RD SUITE 505 COLUMBUS OH 43229 237303509 501C3 11656 0 WEEKEND MEALS FOR NELSONVILLE YORK & TRIMBLE SCHOOLS COMMUNITY FOOD INITIATIVES 94 COLUMBUS ROAD ATHENS OH 45701 311375388 501C3 27200 0 APPALACHIAN ACCESSIBLE FOOD NETWORK SUSTAINED EXPANSION; GENERAL SUPPORT IN HONOR OF RUTH DUDDING (WOMAN OF THE YEAR) DAIRY BARN SOUTHEASTERN OHIO CULTURAL ARTS CENTER INC 8000 DAIRY LANE ROAD ATHENS OH 45701 310945939 501C3 7140 0 SUMMER ART CAMP INCLUSION AIDE; WEBSITE DESIGN; GENERAL SUPPORT EDNA BROOKS FOUNDATION (DBA MY SISTERS PLACE) DBA MY SISTERS PLACE PO BOX 1158 ATHENS OH 45701 310929900 501C3 6250 0 CAPITAL IMPROVEMENTS AT MSP TRANSITIONAL HOUSE; SURVIVOR EMERGENCY FUND HERBERT WESCOAT MEMORIAL LIBRARY 120 N MARKET ST MCARTHUR OH 45651 GOVERNMENT 10487 0 LIBRARY SUPPORT HOCKING ATHENS PERRY COMMUNITY ACTION 3 CARDARAS DRIVE GLOUSTER OH 45732 310718322 501C3 20050 0 ATHENS COUNTY TRANSPORTATION FACILITY LOCAL MATCH; BOUNTY ON THE BRICKS SPONSORSHIP 2023; MAID EVENT PANEL INTEGRATED SERVICES FOR BEHAVIORAL HEALTH 11 GRAHAM DR ATHENS OH 45701 311472366 501C3 14275 0 YOUTH WORKFORCE DEVELOPMENT AT THE HIVE; SUMMER SPLACH 2023 LUTHERAN SOCIAL SERVICES 1105 SCHROCK RD STE100 COLUMBUS OH 43229 314412586 501C3 6000 0 LSS FOOD PANTRIES IN ATHENS COUNTY MOUNT ZION BAPTIST CHURCH PRESERVATION SOCIETY PO BOX 548 ATHENS OH 45701 813523668 501C3 10000 0 BUILDING CAPACITY AT MOUNT ZION BAPTIST CHURCH PRESERVATION SOCIETY (MZ) OHIO SIBS 1391 W 5TH AVE 370 COLUMBUS OH 43212 271241554 501C3 6908 0 SIBLING SUPPORT INITIATIVE FOR CHILDREN: ACBDD OHIO UNIVERSITY 010 CHUBB HALL PO BOX 960 ATHENS OH 45701 316402113 GOVERNMENT 6375 0 ATHENS COMMUNITY MUSIC SCHOOL; INTERNATIONAL FOOD PANTRY STAPLES; HAROLD THOMPSON HEALTH OPERATING FUND PO BOX 366 ATHENS OH 45701 311040215 501C3 9500 0 ADVANCEMENT AND DEVELOPMENT SKILL-BUILDING SERIES; GENERAL SUPPORT PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE ST COLUMBUS OH 43215 341015976 501C3 6915 0 PROMOTING HEALTH CARE ACCESS FOR UNINSURED AND UNDERINSURED PATIENTS AT THE ATHENS COUNTY HEALTH CENTER RURAL ACTION 9030 HOCKING HILLS DR THE PLAINS OH 45780 311124220 501C3 12301 0 NEIGHBOR LOAVES & MEALS: ADDRESSING FOOD INSECURITY WITH LOCAL INGREDIENTS; ANTI-RACISM SUPPORT OFFERINGS; ORGANIZATION FUND ANNUAL ALLOCATION; GENERAL SUPPORT SOUTHEAST OHIO FREE PHARMACY (RISING SUNS PHARMACY) 16 WEST GREEN DRIVE SUITE 078 PO BOX 193 ATHENS OH 45701 842852530 501C3 10000 0 MEDICATION ACQUISITION SOUTHEAST OHIO HOPE CENTER JOHN LIGHT HALL ROOM 269 NELSONVILLE OH 45764 871616300 501C3 55406 0 MARCH-FINAL DISBURSEMENTS SOUTHEAST OHIO INDEPENDENT NEWS PO BOX 2602 ATHENS OH 45701 881658964 501C3 34905 0 DEVELOPMENT CONSULTING TO SUPPORT FUNDRAISING CAMPAIGN; ACI FUND FINAL DISBURSEMENT; OPERATING SUPPORT STUART'S OPERA HOUSE PO BOX 217 NELSONVILLE OH 45764 310913307 501C3 8500 0 AIR COLLABORATIVE SHIFT WORKSHOPS; NELSONVILLE-YORK DRAMA CLUB; GENERAL SUPPORT THE ATHENS VILLAGE INC 94 B COLUMBUS ROAD ATHENS OH 45701 943479354 501C3 6477 0 SOCIAL MEDIA DEVELOPMENT; ORGANIZATION FUND ANNUAL ALLOCATION; TRANSITIONAL HEALTH CARE THE BIRTH CIRCLE INC 217 COLUMBUS RD SUITE 103 ATHENS OH 45701 562467244 501C3 9001 0 PREPARED PARENTS WORKSHOP 2023; BIRTH CIRCLE STRATEGIC PLANNING; ORGANIZATION FUND ANNUAL ALLOCATION THE SURVIVOR ADVOCACY OUTREACH PROGRAM 55 WEST WASHINGTON ST NELSONVILLE OH 45764 823008382 501C3 10050 0 LOCAL WOMEN OF COLOR SUPPORT GROUP (LWC); SAOP NEW LEAF TOMCAT BRIDGEBUILDERS PO BOX 112 GLOUSTER OH 45732 272171359 501C3 7412 0 LINKING OUR COMMUNITY TO RESOURCES TO FIGHT SUBSTANCE ABUSE TRIMBLE LOCAL TEXTBOOKS & SUPPLIES FDN 18475 JACKSONVILLE RD GLOUSTER OH 45732 311792925 501C3 10000 0 2022-2023 TRIMBLE LOCAL TEXTBOOK AND SUPPLIES FOUNDATION PROJECT; TRIMBLE LOCAL TEXTBOOKS & SUPPLIES UNITED SENIORS OF ATHENS 701 E STATE STREET SUITE 101 ATHENS OH 45701 311007617 501C3 30000 0 ACCESSIBLE VAN VILLAGE OF CHAUNCEY 42 CONVERSE ST CHAUNCEY OH 45719 310723287 GOVERNMENT 11050 0 INVISIBLE GROUND: CHAUNCEY MINE WELLSTON PUBLIC LIBRARY 135 E SECOND ST WELLSTON OH 45692 316402544 GOVERNMENT 10487 0 LIBRARY SUPPORT 36 0 PART I, LINE 2: THE ATHENS COUNTY FOUNDATION RECEIVES APPLICATIONS AND PROPOSALS THAT DETAIL THE PROJECT ACTIVITIES THE GRANTEE WILL UNDERTAKE. A NOTICE OF AWARD IS MAILED STATING THE AMOUNT, THE PROJECT AND STANDARD TERMS AND CONDITIONS. SITE VISITS ARE MADE AS NECESSARY. FOUNDATION STAFF COMMUNICATES WITH GRANTEES AS NECESSARY FOR UPDATES ON PROJECTS. X 1 1144970 FMV 0 1 0 FORM 990, PART I, LINE 1 THE ATHENS COUNTY FOUNDATION ENHANCES THE QUALITY OF LIFE FOR THE PEOPLE OF OUR REGION THROUGH BUILDING ENDOWMENTS, AWARDING GRANTS, AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES NOW AND FOR GENERATIONS TO COME. FORM 990, PART VI, SECTION A, LINE 7A THE ORDER OF BUSINESS AT ANY MEETING OF THE MEMBERS OF THE FOUNDATION MAY INCLUDE THE ELECTION OF MEMBER(S) OF THE BOARD OF DIRECTORS (IF REQUIRED). FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE SENT TO BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER SUBMITS A CONFLICT OF INTEREST ANNUALLY. BOTH EXECUTIVE DIRECTOR AND BOARD REVIEW MEETING MINUTES WHERE CONFLICTS (ABSTENTIONS FOR VOTING ON CONFLICTED ISSUES) ARE NOTED. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWS SALARY AND COMPENSATION REPORTS FOR THE INDUSTRY AS WELL AS THE REGION. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST, BY VIEWING THE ORGANIZATION'S WEBSITE, OR VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL REPORTS ARE AVAILABLE ON WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ATHENS FOUNDATION HOLDING COMPANY LLC PO BOX 366 ATHENS OH 45701 CHARITABLE SUPPORT OH 0 7 ATHENS COUNTY FOUNDATION ATHENS COUNTY FOUNDATION SERVICES LLC PO BOX 366 ATHENS OH 45701 CHARITABLE SUPPORT OH 0 1010 ATHENS COUNTY FOUNDATION