2024-08-30T14:19:02-05:00 2023-12-31 363168081 SIKICH LLC 4020 KINROSS LAKES PARKWAY SUITE 300 RICHFIELD OH 44286 990 2023-01-01 341846432 THE BARBERTON COMMUNITY FOUNDATION BARB 3307455995 460 W PAIGE AVE BARBERTON OH 44203 JOSHUA GORDON EXECUTIVE DIRECTOR 3307455995 2024-08-30 1 0 JILL M BOYLE CPA P01246734 3308646661 2024-08-30 2023 2024-08-08 14:25:15Z JOSHUA GORDON 460 W PAIGE AVE BARBERTON OH 44203 18204414 0 X BARBERTONCF.ORG X 1996 OH TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. 13 10 6 13 31100 0 1008273 6374115 157605 154571 2028677 2018140 104364 57622 3298919 8604448 1186069 1135739 0 0 665598 615568 0 0 0 580629 779743 2432296 2531050 866623 6073398 80754262 94954274 676789 403701 80077473 94550573 THE MISSION OF THE BARBERTON COMMUNITY FOUNDATION IS TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY PROVIDING LEADERSHIP, FOSTERING COLLABORATION, AND CREATING A LEGACY OF GIVING TO DO GOOD. 0 0 1259093 716629 GRANTS AND SCHOLARSHIPS - BCF PROVIDED 43 GRANTS FROM THE GENERAL FUND TOTALING $343,634 TO 28 ORGANIZATIONS AND PROVIDED 108 GENERAL FUND SCHOLARSHIPS TOTALING $205,625 DURING 2023. DONOR FUNDS PROVIDED 43 AWARDS TOTALING $111,235 TO 13 CHARITABLE ORGANIZATIONS AND 47 SCHOLARSHIPS TOTALING $77,210. TOTAL SCHOLARSHIP AWARDS FOR ALL FUNDS WERE $282,835, WTH A TOTAL OF 155 SCHOLARSHIPS AWARDED. TOTAL GRANT AWARDS FOR ALL FUNDS WERE $454,869 WITH A TOTAL OF 86 GRANTS AWARDED TO 41 RECIPIENTS. A TOTAL OF $21,075 IN GRANTS WERE RETURNED. GRAND TOTAL OF ALL AWARDS AND FUND DISTRIBUTIONS FOR 2023 WAS $716,629. 181093 PROGRAM-RELATED INVESTMENTS - INVESTMENTS PROVIDED TO LOCAL 501(C)(3) ECONOMIC DEVELOPMENT AND HOUSING SUPPORT ORGANIZATIONS. THE ULTIMATE GOAL IS TO SERVE AS A CATALYST FOR JOB GROWTH AND MAINTAIN HOUSING IN THE CITY OF BARBERTON THROUGH LOW-INTEREST LOANS TO LOCAL COMPANIES AND INDIVIDUALS AND THE DEVELOPMENT OF INDUSTRIAL AND COMMERCIAL-USE PROPERTY. NEW INVESTMENTS DISBURSED DURING 2023 TOTALED $25,271 933443 419110 ECONOMIC DEVELOPMENT -BCF PROVIDED 4 GRANTS FROM THE PRINCIPAL ENDOWMENT TOTALING $419,110 TO 2 ORGANIZATIONS. 2192536 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X THE ORGANIZATION 3307455995 460 WEST PAIGE AVENUE BARBERTON OH 44203 JEFFREY RAMNYTZ DIRECTOR 1.00 X 0 147167 71447 MAYOR WILLIAM JUDGE DIRECTOR 1.00 X 0 83757 33715 JUSTIN GREER DIRECTOR 1.00 X 0 15500 0 JASON SLATER CHAIRMAN 3.00 X X 0 0 0 JENNIFER BIDLINGMYER TREASURER 3.00 X X 0 0 0 LYNNE HOLCOMB VICE CHAIR 3.00 X X 0 0 0 JIM BAUSCHLINGER DIRECTOR 1.00 X 0 0 0 DEB SHREINER SECRETARY 3.00 X X 0 0 0 ELIZABETH MAYREIS DIRECTOR (THRU 03/16/23) 1.00 X 0 0 0 MORIAH CHEATHAM-WILLIAMS DIRECTOR 1.00 X 0 0 0 HUGH MCMICHAEL DIRECTOR 1.00 X 0 0 0 ANN HUTCHISON DIRECTOR 1.00 X 0 0 0 SUSAN WYNN DIRECTOR 1.00 X 0 0 0 THERESA OSBORNE DIRECTOR 1.00 X 0 0 0 SUZANNE T ALLEN EXECUTIVE DIRECTOR (THRU 03/31/23) 40.00 X 41334 0 9068 TIFFANY PETERS DIRECTOR OF FINANCE / INTERIM EXECUTIVE DIRECTOR 40.00 X 128250 0 27935 169584 246424 142165 1 0 1 0 0 6374115 6374115 PROGRAM INVESTMENTS 525990 154571 154571 154571 1713301 1713301 9221103 683702 9030543 569423 190560 114279 304839 304839 ADMINISTRATIVE FEE INCOME 561000 31100 31100 OTHER INCOME 900099 26522 26522 57622 8604448 181093 31100 2018140 873979 873979 261760 261760 206588 150809 55779 293772 213273 80499 17968 13117 4851 57622 41777 15845 39618 28820 10798 31913 12498 19415 98899 46049 52850 132137 132137 65366 60835 4531 66278 48214 18064 20788 15123 5665 49904 36303 13601 43350 35833 7517 10607 7716 2891 4280 3113 1167 24703 17970 6733 13214 11155 2059 FEDERAL TAXES 105000 76382 28618 FUND ACTIVITY EXPENSES 85120 85120 RECRUITMENT 20088 14613 5475 DUES AND SUBSCRIPTIONS 4811 3500 1311 3285 2440 845 2531050 2192536 338514 0 243733 210175 2181894 8853639 56367 41600 162178 3622 5610 2592 2126801 253598 2452327 1873203 62324450 70563212 9136986 9583298 4190717 3822933 80754262 94954274 212301 38771 127925 132450 336563 232480 676789 403701 X 4483913 5735999 75593560 88814574 80077473 94550573 80754262 94954274 6073398 8399702 0 X X 0 1 X 1 0 X X X 2 CITY OF BARBERTON 346000188 6 1 34258 0 THE BARBERTON CITY SCHOOL DISTRICT 346000187 6 1 126234 0 2 160492 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, SECTION A, LINE 6 ALL SUPPORT PROVIDED BY THE FOUNDATION IS DEEMED TO RELIEVE THE BURDEN OF THE SUPPORTED ORGANIZATIONS OF THE FOUNDATION. PLEASE SEE DETAIL OF GRANT EXPENSE IN SCHEDULE I. SCHEDULE A, PART IV, LINE 2 THE CITY OF BARBERTON, OHIO AND THE BARBERTON CITY SCHOOL DISTRICT ARE POLITICAL SUBDIVISIONS OF THE STATE OF OHIO AND THEREFORE ARE ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) BECAUSE THEY ARE GOVERNMENTAL UNITS DESCRIBED IN IRC SECTION 170(B)(1)(A)(V). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 118 0 846958 0 200039 0 5645874 1 1 79737213 6374115 10440276 1135739 1187897 94227968 94094585 1008273 -13173961 1186069 1005615 79737213 87324928 607834 10478910 2714867 1602220 94094585 82874009 201475 7851792 2916957 685391 87324928 74130410 519084 11875791 2922705 728571 82874009 0.06000 0.94000 0.00000 0 0 1550598 50000 1600598 472302 235813 236489 53901 17785 36116 1873203 ALTERNATIVE INVESTMENTS 9583298 F 9583298 FUNDS HELD AS AGENCY ENDOWMENT OBLIGATIONS 232480 232480 X 16872013 8399702 8399702 8472311 132137 132137 8604448 2398913 0 2398913 132137 132137 2531050 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED PROVISIONS FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ON ACCOUNTING FOR INCOME TAXES, AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER UNCERTAIN TAX POSITIONS. THE FOUNDATION'S RETURN FOR TAX YEARS 2020 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9583298 0 0 0 0 0 0 9583298 0 9583298 0 0 1 1 0 0 1 CITY OF BARBERTON 104 THIRD STREET NW BARBERTON OH 44203 346000188 CITY GOVERNMENT 34258 0 ECONOMIC DEVELOPMENT, PARKS AND RECREATION BARBERTON PUBLIC SCHOOLS 479 NORTON AVENUE BARBERTON OH 44203 346000187 PUBLIC SCHOOL 126234 0 ATHLETICS, EXTRACURRICULAR ACTIVITIES, READING, TUTORING BARBERTON PUBLIC LIBRARY 602 W PARK AVENUE BARBERTON OH 44203 593842011 501(C)3 12000 0 PATRON AND STUDENT PROGRAMMING BARBERTON COMMUNITY DEVELOPMENT CORPORATION 139 E TUSCARAWAS AVE BARBERTON OH 44203 341533284 501(C)3 369110 0 DOWNTOWN REHABILITATION, ECONOMIC DEVELOPMENT MAIN STREET BARBERTON INC 526 S MAIN ST AKRON OH 44311 823351373 501(C)3 50000 0 ECONOMIC DEVELOPMENT, DOWNTOWN REVITALIZATION MAGICAL THEATRE COMPANY PO BOX 386 BARBERTON OH 44203 341196629 501(C)3 36732 0 PERFORMING ARTS PROGRAMS FOR BARBERTON STUDENTS CARESTAR COMMUNITY SERVICES 5566 CHEVIOT RD CINCINNATI OH 45247 850884448 501(C)3 10000 0 COMMUNITY BASED FAMILY SUPPORT SERVICES AXESSPOINTE COMMUNITY HEALTH CENTER PO BOX 7695 AKRON OH 44306 341735884 501(C)3 25000 0 PATIENT ASSISTANCE HABITAT FOR HUMANITY OF SUMMIT COUNTY INC 2301 ROMIG ROAD AKRON OH 44320 341518873 501(C)3 25000 0 BARBERTON NEIGHBORHOOD REVITALIZATION VICTIM ASSISTANCE PROGRAM INC 137 S MAIN STREET SUITE 300 AKRON OH 44308 383142753 501(C)3 26800 0 VICTIM ADVOCACY FOR BARBERTON RESIDENTS CHILD GUIDANCE AND FAMILY SOLUTIONS 18 N FORGE STREET AKRON OH 44304 340726083 501(C)3 10000 0 KINDERGARTEN READINESS FOR BARBERTON STUDENTS HUMANE SOCIETY OF GREATER AKRON 7996 DARROW RD SUITE 30 TWINSBURG OH 44087 237060744 501(C)3 10000 0 VETERINARY CARE FOR PETS OF BARBERTON CITIZENS NATIONAL INVENTORS HALL OF FAME 2955 WEST MARKET STREET STE R AKRON OH 44333 200181338 501(C)3 15000 0 CAMP INVENTION ATTENDANCE ASSISTANCE IN BARBERTON SCHOOLS AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 341369388 501(C)3 9500 0 COMMUNITY FOOD PANTRY DISTRIBUTION IN BARBERTON EMBRACING FUTURES INC 50 SOUTH MAIN STREET LL 100 AKRON OH 44308 346543299 501(C)3 10000 0 ORTHODONTIC CARE PROGRAM FOR SEVERE NEEDS OF BARBERTON CITIZENS BEN CURTIS FAMILY FOUNDATION 1675 E MAIN ST 260 KENT OH 44240 461431932 501(C)3 7500 0 ASSISTANCE FOR FOOD INSECURITY OF BARBERTON CHILDREN GREENLEAF FAMILY CENTER 580 GRANT ST AKRON OH 44311 340714398 501(C)3 7000 0 SUICIDE PREVENTION FOR BARBERTON STUDENTS UNITED WAY OF SUMMIT & MEDINA 37 N HIGH AKRON OH 44308 341169257 501(C)3 8500 0 2-1-1 INFORMATION AND REFERRAL SERVICES, FINANCIAL EMPOWERMENT FOR BARBERTON CITIZENS BARBERTON AREA COMMUNITY MINISTRIES 939 NORTON AVENUE BARBERTON OH 44203 311502393 501(C)3 13255 0 COMMUNITY FOOD PANTRY DISTRIBUTION FOR BARBERTON CITIZENS BARBERTON DIAMOND SPORTS PO BOX 613 BARBERTON OH 44203 341772601 501(C)3 12000 0 BASEBALL AND SOFTBALL PROGRAMMING FOR BARBERTON CHILDREN LAKE ANNA YMCA 500 W HOPOCAN AVENUE BARBERTON OH 44203 340714727 501(C)3 8208 0 HEALTH AND FITNESS PROGRAMS FOR BARBERTON CITIZENS 27 INDIVIDUAL SCHOLARSHIPS. 155 261760 PART I, LINE 2: AFTER GRANTS ARE APPROVED BY THE GRANTS COMMITTEE AND THE BOARD OF DIRECTORS, A GRANT PACKET IS PROVIDED TO THE GRANTEE. THE PACKET INCLUDES (1) A NOTIFICATION LETTER, (2) A GRANT AGREEMENT TO BE SIGNED AND RETURNED, (3) A SIX MONTH REPORT OUTLINE, AND (4) AN ANNUAL EVALUATION REPORT OUTLINE. PERIODICALLY, A CONDITIONS REPORT IS RUN INTERNALLY TO IDENTIFY ANY OUTSTANDING SIX MONTH REPORTS OR ANNUAL REPORTS. THE ANNUAL REPORT MAY INCLUDE COPIES OF RECEIPTS, A DETAILED ACCOUNTING OF GRANT FUNDS AND THE RETURN OF UNUSED FUNDS. THE GRANTEE WILL BE CONTACTED IF CONDITIONS ARE NOT MET TO TURN IN THEIR REPORTS. THE SUBMITTED DOCUMENTS ARE REVIEWED, RECALCULATED AND FOLLOWED UP ON AS NECESSARY. ORGANIZATIONS MAY SUBMIT A WAIVER REQUEST IF ADDITIONAL TIME IS NEEDED. X X X X 0 0 0 0 0 0 0 0 0 JEFFREY RAMNYTZ DIRECTOR 0 147167 0 0 0 0 0 45248 0 26199 0 218614 0 0 TIFFANY PETERS DIRECTOR OF FINANCE / INTERIM EXECUT 128250 0 0 0 0 0 8532 0 19403 0 156185 0 0 0 PART I, LINE 3 JEFFREY RAMNYTZ IS THE SUPERINTENDENT OF BARBERTON CITY SCHOOL DISTRICT. COMPENSATION IS DETERMINED BASED ON MARKET RESEARCH AND OTHER FACTORS THAT DETERMINE HIS SALARY COMPARABLE TO SIMILAR GEOGRAPHIC AND SIMILAR SCHOOL DISTRICTS TO BARBERTON. THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE ASSISTANCE OF THE EXECUTIVE DIRECTOR, UNDERGOES A SELECTION AND INTERVIEW PROCESS THROUGH WHICH BOARD APPOINTED CANDIDATES ARE IDENTIFIED. AFTER THE SCREENING AND INTERVIEW PROCESS, CANDIDATES ARE THEN RECOMMENDED FOR APPOINTMENT TO THE FULL BOARD. IN ADDITION, THE CITY COUNCIL APPROVES 5 BOARD MEMBERS AND 3 ARE EX-OFFICIO APPOINTMENTS TO THE BOARD BASED ON THEIR POSITIONS WITH THE FOUNDATION'S SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE FOUNDATION'S CODE OF REGULATIONS, OR THE POLICIES THEREIN, REQUIRES APPROVAL OF 75% OF THE MEMBERS OF BOTH THE BOARD OF DIRECTORS OF THE FOUNDATION AND THE CITY COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/INVESTMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990. IT IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY STIPULATES HOW OTHER BOARD MEMBERS CAN QUESTION CONFLICTS AND STAFF MONITORS ACTIONS TAKEN AT MEETINGS WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. CITY OF BARBERTON 576 W PARK BARBERTON OH 44203 346000188 CITY OH LINE 6 N/A 0 THE BARBERTON CITY SCHOOL DISTRICT 633 BRADY AVE BARBERTON OH 44203 346000187 SCHOOL DISTRICT OH LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0