Community Foundation

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$81K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $50K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$81K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $47.8M in investments, Pt X · Ln 11–13
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $14K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
+58% vs prior year
Spent
$2.2M
To programs
82%
Net assets
$47.9M
By yearFY2020–FY2025
Revenue
$2.7M
FY2025▲ +58%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$3.0M
FY2022$5.8M
FY2023$2.0M
FY2024$1.7M
FY2025$2.7M
Expenses
$2.2M
FY2025▲ +41%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$4.0M
FY2022$1.7M
FY2023$6.2M
FY2024$1.6M
FY2025$2.2M
Net assets
$47.9M
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$40.4M
FY2021$46.8M
FY2022$39.1M
FY2023$37.9M
FY2024$43.7M
FY2025$47.9M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $1.8M Management & general 18% · $392K Fundraising 0% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $81K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$80,702Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Robert W Pell’s $81K as Executive Director is at the 11th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert W Pell$80,702$78,197$74,579$70,555$68,461$64,811

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Coshocton Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds local programs and projects to improve community life.

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Provided by the organization

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2 programs · $1.8M · in their own filed words · FY2024
01

Grants Made from Unrestricted Fund Were

327,000 grants made from the temp restricted funds were: 1,192,080 scholarships awarded were: 278,700

$1.8Mprogram expense
02

Expense relates to allocated costs to program services and in addition supporting activities releated to youth and adult leadership.

$30Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$14K
See all 4 funders →
Grants paid · 285 grants · $14.0M · 2019–2024
Roscoe Village Foundation INCOH · FY2024$537,000
Our Town CoshoctonOH · FY2024$115,571
Kids America INCOH · FY2024$94,220
Coshocton County CommissionersFY2024$61,145
Trinity Episcopal ChurchFY2024$57,500
The Ohio State UniversityOH · FY2024$47,750
Cosh Co EmsFY2024$42,122
Central Ohio Technical CollegeFY2024$34,150
River View Local School DistrictFY2024$29,200
Cosh Co District LibraryFY2024$24,666
Cosh City & County Park DistrictFY2024$24,425
The Cardinal Chorale INCOH · FY2024$22,000
Coshocton Is BloomingOH · FY2024$21,862
See all 285 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Gifts and grantsLn 1h$1.7M
Investment incomeLn 3$1.0M
Other incomeLn 4–11$9K
Money outPt IX
$2.2M
Ln 25
Programscol B$1.8M
Managementcol C$392K
Fundraisingcol D$4K
Owns and owesPt X
$47.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$50.0M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Noncash giftsLn 1g$390K
Investment incomeLn 3$1.0M
Other incomeLn 4–11$9K
Gains on assetsLn 7$1.0M
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$8K
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$47.8M
Land, buildings, equipmentLn 10c$631K
Total assetsLn 16$50.0M
LiabilitiesLn 26$2.1M
Net assetsLn 32$47.9M
OperationsPt I, VI
EmployeesI 55
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$197K$1.6M
InvestmentsLn 11–13$41.7M$47.8M
Land, buildings, equipmentLn 10c$256K$631K
Total assetsLn 16$46.1M$50.0M
LiabilitiesLn 26$2.5M$2.1M
Net assetsLn 32$43.7M$47.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.8M$1.8M
Pay of current officers, directors and key staffLn 5$81K$81K
Other salaries and wagesLn 7$140K$140K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$18K$18K
Legal feesLn 11b$550$550
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$32K$32K
Advertising and promotionLn 12$16K$16K
Office expensesLn 13$15K$11K$4K
OccupancyLn 16$11K$11K
Depreciation, depletion and amortizationLn 22$20K$20K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$53K$30K$23K
Total functional expensesLn 25$2.2M$1.8M$392K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.7M$2.2M$496K$47.9M 990 PDF
FY2024 $1.7M$1.6M$145K$43.7M 990 PDF
FY2023 $2.0M$6.2M−$4.1M$37.9M 990 PDF
FY2022 $5.8M$1.7M$4.0M$39.1M 990 PDF
FY2021 $3.0M$4.0M−$1.1M$46.8M 990 PDF
FY2020 $1.6M$1.4M$208K$40.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $2,719,818 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $458,778$1,673,396
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,232,308$1,037,779
I-11 Other revenuePrior year $32,851$8,643
I-12 Total revenuePrior year $1,723,937$2,719,818
I-13 Grants and similar amounts paidPrior year $1,172,125$1,797,780
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $234,900$243,815
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $171,696$182,216
I-18 Total expensesPrior year $1,578,721$2,223,811
I-19 Revenue less expensesPrior year $145,216$496,007
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,719,818 across 6 lines filed
VIII-1f All other contributions, gifts and grants$1,673,396
VIII-1g Noncash contributions (included above)$390,000
VIII-1h Total contributions, gifts and grants$1,673,396
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,037,779$1,037,779
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,643$8,643
VIII-12 Total revenueRelated to mission $1,046,422 · Unrelated business $0 · Excluded from tax $0$2,719,818
Part IX · Statement of functional expenses $2,223,811 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,797,780$1,797,780
IX-5 Pay of current officers, directors and key staffManagement $80,702$80,702
IX-7 Other salaries and wagesManagement $140,085$140,085
IX-9 Other employee benefitsManagement $5,359$5,359
IX-10 Payroll taxesManagement $17,669$17,669
IX-11b Legal feesManagement $550$550
IX-11c Accounting feesManagement $22,500$22,500
IX-11g Other fees for servicesManagement $32,144$32,144
IX-12 Advertising and promotionManagement $15,634$15,634
IX-13 Office expensesManagement $11,189 · Fundraising $4,000$15,189
IX-16 OccupancyManagement $10,755$10,755
IX-22 Depreciation, depletion and amortizationManagement $20,469$20,469
IX-23 InsuranceManagement $12,466$12,466
IX-24 Other expenses (24a–d)Programs $29,815 · Management $22,694$52,509
IX-25 Total functional expensesPrograms $1,827,595 · Management $392,216 · Fundraising $4,000$2,223,811
Part X · Balance sheet $50,022,431 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $189,167$1,609,207
X-2 Savings and temporary cash investmentsStart of year $7,924$7,925
X-10c Land, buildings and equipment, netStart of year $256,381$630,794
X-11 Publicly traded securitiesStart of year $41,687,637$47,774,505
X-16 Total assetsStart of year $46,113,146$50,022,431
X-17 Accounts payable and accrued expensesStart of year $2,668$1,855
X-18 Grants payableStart of year $2,455,414$2,100,590
X-26 Total liabilitiesStart of year $2,458,082$2,102,445
X-27 Net assets without donor restrictionsStart of year $9,989,116$11,103,198
X-28 Net assets with donor restrictionsStart of year $33,665,948$36,816,788
X-32 Total net assets or fund balancesStart of year $43,655,064$47,919,986
X-33 Total liabilities and net assetsStart of year $46,113,146$50,022,431
Part XI · Reconciliation of net assets $47,919,986 net assets at year end
XI-1 Total revenue$2,719,818
XI-2 Total expenses$2,223,811
XI-3 Revenue less expenses$496,007
XI-4 Net assets at start of year$43,655,064
XI-5 Net unrealized gains (losses) on investments$3,768,915
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$47,919,986

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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