TY 2022 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	3,966,332	6,256,073	13,178,334	9,886,786	5,817,810	39,105,335
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	3,966,332	6,256,073	13,178,334	9,886,786	5,817,810	39,105,335
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						9,812,213
6	Public support. Subtract line 5 from line 4.						29,293,122

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	3,966,332	6,256,073	13,178,334	9,886,786	5,817,810	39,105,335
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,231,923	2,210,563	2,150,961	2,270,741	2,448,463	11,312,651
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						50,417,986

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

58.100 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

54.780 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization THE TROY FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization THE TROY FOUNDATION		Employer identification number 31-6018703

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization THE TROY FOUNDATION			Employer identification number 31-6018703
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........	170	477
2	Aggregate value of contributions to (during year)	3,934,217	1,877,036
3	Aggregate value of grants from (during year)	3,555,758	4,364,769
4	Aggregate value at end of year ........	21,161,363	100,421,000

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	94,321,031	74,927,813	60,604,896	49,684,785	44,815,341
b	Contributions ...	180,860	6,699,739	8,765,663	3,872,828	1,644,323
c	Net investment earnings, gains, and losses	-2,184,330	17,079,660	7,737,063	10,014,205	6,679,833
d	Grants or scholarships ...	400,068	3,506,902	1,646,551	2,484,822	2,817,468
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	986,394	879,279	533,258	482,100	637,244
g	End of year balance ......	90,931,099	94,321,031	74,927,813	60,604,896	49,684,785

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

29.000 %

Term endowment SchDMd Bullet

71.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	494,084			494,084
b	Buildings ....
c	Leasehold improvements
d	Equipment ....		40,824	33,045	7,779
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..					501,863

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) VANGUARD 500 INDEX ADMIRAL (VFIAX)	41,249,909	C
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	41,249,909

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	7,792,499
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

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.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

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SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2022

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 BANQUET (event type)	(b) Event #2 VIKING FEST (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	37,490	21,589	64,577	123,656
2	Less: Contributions . . . .	36,290	9,481	15,332	61,103
3	Gross income (line 1 minus line 2) . . . . . .	1,200	12,108	49,245	62,553

4	Cash prizes . . . . .
5	Noncash prizes . . . .		2,170	2,170
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	1,063	3,225	4,288
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			6,458
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			56,095

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2022

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2022

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
THE TROY FOUNDATION

Employer identification number
31-6018703

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ACORN SOCIETY FUND 216 W FRANKLIN STREET TROY,OH453733234	31-6018703	501(C)(3)	7,000	PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
(2) AFRICA ACCESS 2204 QUINTON ROAD SILVER SPRING,MD20910	52-1689732	501(C)(3)	15,000	EDUCATION
(3) AIR FORCE MUSEUM FOUNDATION INC PO BOX 33624 WRIGHT PATTERSON AIR F,OH45433	31-0668800	501(C)(3)	6,000	EDUCATION
(4) ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION 225 NORTH MICHIGAN AVENUE CHICAGO,IL60601	13-3039601	501(C)(3)	5,264	HEALTH & HUMAN SERVICES
(5) AMERICAN RED CROSS - MIAMI VALLEY OHIO CHAPTER 370 WEST FIRST STREET DAYTON,OH45402	53-0196605	501(C)(3)	6,889	SOCIAL SERVICES
(6) ARBOGAST PERFORMING ARTS CENTER 500 SOUTH DORSET ROAD TROY,OH45373	83-0889260	501(C)(3)	110,611	ARTS & CULTURE
(7) BETHEL LOCAL SCHOOLS 7490 SOUTH STATE ROUTE 201 TIPP CITY,OH45371	31-6000733	501(C)(3)	5,438	EDUCATION
(8) BIG BROTHERS BIG SISTERS OF THE GREATER MIAMI VALLEY 22 SOUTH JEFFERSON STREET DAYTON,OH45402	31-0641306	501(C)(3)	11,700	HUMAN SERVICES
(9) BLUFFTON UNIVERSITY BUSINESS OFFICE BLUFFTON,OH45817	34-4428207	501(C)(3)	7,150	EDUCATION
(10) BOWLING GREEN STATE UNIVERSITY OFFICE OF THE BURSAR BOWLING GREEN,OH434030100	34-6007199	501(C)(3)	52,550	EDUCATION
(11) BRUKNER NATURE CENTER 5995 HORSESHOE BEND ROAD TROY,OH45373	31-0732613	501(C)(3)	141,699	ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
(12) BRUKNER NATURE CENTER ENDOWMENT FUND 5995 HORSESHOE BEND ROAD TROY,OH45373	31-0732613		25,015	ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
(13) CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOCE RD ORLANDO,FL32818	94-2494324	501(C)(3)	50,000	ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
(14) CASAGAL OF MIAMI COUNTY INC 405 PUBLIC SQUARE TROY,OH45373	31-1418130	501(C)(3)	15,068	SOCIAL SERVICES
(15) CEDARVILLE UNIVERSITY CASHIERS OFFICE CEDARVILLE,OH45314	31-0536647	501(C)(3)	26,900	EDUCATION
(16) CHILD CARE CHOICES INC 4817 STATE ROUTE 202 TIPP CITY,OH45371	31-1212898	501(C)(3)	10,200	HUMAN SERVICES
(17) CITY OF TIPP CITY OHIO 260 SOUTH GARBER DRIVE TIPP CITY,OH45371	31-0792424		22,502	COMMUNITY AND ECONOMIC DEVELOPMENT
(18) CITY OF TROY OHIO 100 SOUTH MARKET STREET TROY,OH45373	31-6000549		34,367	COMMUNITY IMPROVEMENT
(19) CLEAR CREEK FARM 1900 SOUTH KUTHER ROAD SIDNEY,OH45365	31-0982443	501(C)(3)	88,462	SOCIAL SERVICES
(20) COUNCIL ON RURAL SERVICE PROGRAMS INC 201 ROBERT M DAVIS PARKWAY PIQUA,OH45356	23-7299345	501(C)(3)	8,996	EDUCATION
(21) DARKE COUNTY JUNIOR FAIR 800 SWEITZER STREET GREENVILLE,OH45331	34-4215590	501(C)(3)	9,195	YOUTH DEVELOPMENT
(22) DAYTON ART INSTITUTE 456 BELMONTE PARK NORTH DAYTON,OH45405	31-0537480	501(C)(3)	37,813	ARTS & CULTURE
(23) DAYTON CHILDREN'S HOSPITAL ONE CHILDRENS PLAZA DAYTON,OH45404	31-0672132	501(C)(3)	160,000	HEALTH
(24) DAYTON EARLY COLLEGE ACADEMY 300 COLLEGE PARK DAYTON,OH45469	26-0463618	501(C)(3)	60,000	EDUCATION
(25) DAYTON PERFORMING ARTS ALLIANCE 126 NORTH MAIN STREET DAYTON,OH45402	31-6000101	501(C)(3)	117,294	EDUCATION
(26) DOROTHY LOVE RETIREMENT COMMUNITY 3003 WEST CISCO ROAD SIDNEY,OH45365	34-4429863	501(C)(3)	15,407	HEALTH & HUMAN SERVICES
(27) DREAM BUILDERS GROUP INC 6759 SOUTH COUNTY ROAD 25A TIPP CITY,OH45371	31-1405053	501(C)(3)	13,300	YOUTH DEVELOPMENT
(28) ELIZABETH'S NEW LIFE CENTER 2201 NORTH MAIN STREET DAYTON,OH45405	31-1381901		8,000	EDUCATION
(29) EXHIBIT CONCEPTS 700 CROSSROAD COURT VANDALIA,OH45377			11,775	ADMINISTRATIVE EXPENSE
(30) FAMILY ABUSE SHELTER OF MIAMI COUNTY INC 530 CRESENT DRIVE TROY,OH45373	31-0966177	501(C)(3)	20,000	SOCIAL SERVICES
(31) FAMILY ABUSE SHELTER OF MIAMI COUNTY INC 530 CRESENT DRIVE TROY,OH45373	31-0966177	501(C)(3)	30,000	HUMAN SERVICES
(32) FIRST PLACE FOOD PANTRY INC PO BOX 81 TROY,OH45373	47-0994740	501(C)(3)	50,000	HUMAN SERVICES
(33) FIRST PRESBYTERIAN CHURCH 20 SOUTH WALNUT STREET TROY,OH45373	31-0549049	501(C)(3)	6,178	GENERAL SUPPORT
(34) FIRST UNITED CHURCH OF CHRIST 120 SOUTH MARKET STREET TROY,OH45373	13-1957221	501(C)(3)	5,738	RELIGIOUS/SPIRITUAL DEVELOPMENT
(35) FIRST UNITED CHURCH OF CHRIST 120 SOUTH MARKET STREET TROY,OH45373	13-1957221	501(C)(3)	7,731	RELIGIOUS/SPIRITUAL DEVELOPMENT
(36) FIRST UNITED CHURCH OF CHRIST 120 SOUTH MARKET STREET TROY,OH45373	13-1957221	501(C)(3)	17,328	RELIGIOUS/SPIRITUAL DEVELOPMENT
(37) FIRST UNITED METHODIST CHURCH 110 WEST FRANKLIN STREET TROY,OH45373	31-0543279	501(C)(3)	13,703	GENERAL SUPPORT
(38) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	10,000	GENERAL SUPPORT
(39) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	10,000	SOCIAL SERVICES
(40) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	10,000	HUMAN SERVICES
(41) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	10,000	SOCIAL SERVICES
(42) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	15,581	SOCIAL SERVICES
(43) FISH OF TROY INC PO BOX 764 TROY,OH45373	51-0435875	501(C)(3)	30,000	SOCIAL SERVICES
(44) FLORA CONSTRUCTION 3630 N RANGELINE ROAD COVINGTON,OH45318			11,425	COMMUNITY IMPROVEMENT
(45) FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BOULEVARD STEUBENVILLE,OH439521792	34-0714818	501(C)(3)	10,000	EDUCATION
(46) FRIENDS OF HAYNER INC 301 WEST MAIN STREET TROY,OH45373	31-1081395	501(C)(3)	5,906	ARTS, CULTURE AND HUMANITIES
(47) FRIENDS OF HAYNER INC 301 WEST MAIN STREET TROY,OH45373	31-1081395	501(C)(3)	12,000	ARTS, CULTURE AND HUMANITIES
(48) FRIENDS OF HAYNER INC 301 WEST MAIN STREET TROY,OH45373	31-1081395	501(C)(3)	16,310	ARTS, CULTURE AND HUMANITIES
(49) GINGHAMSBURG CHURCH 6759 SOUTH COUNTY ROAD 25A TIPP CITY,OH45371	31-0808339	501(C)(3)	8,000	RELIGIOUS/SPIRITUAL DEVELOPMENT
(50) HALL MS RUBY B 3737 LAKE MICHEL COURT GRETNA,LA70056			15,000	ARTS, CULTURE AND HUMANITIES
(51) HALL MS RUBY B 3737 LAKE MICHEL COURT GRETNA,LA70056			15,000	EDUCATION
(52) HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25A TROY,OH45373	31-1596731	501(C)(3)	5,020	HEALTH & HUMAN SERVICES
(53) HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25A TROY,OH45373	31-1596731	501(C)(3)	18,638	HEALTH & HUMAN SERVICES
(54) HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25A TROY,OH45373	31-1596731	501(C)(3)	30,000	HEALTH & HUMAN SERVICES
(55) HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25A TROY,OH45373	31-1596731	501(C)(3)	35,000	HEALTH
(56) HOBART INSTITUTE OF WELDING TECHNOLOGY 400 TRADE SQUARE E TROY,OH45373	31-6032186	501(C)(3)	10,000	EDUCATION
(57) HOBART INSTITUTE OF WELDING TECHNOLOGY 400 TRADE SQUARE E TROY,OH45373	31-6032186	501(C)(3)	12,800	EDUCATION
(58) HOBART INSTITUTE OF WELDING TECHNOLOGY 400 TRADE SQUARE E TROY,OH45373	31-6032186	501(C)(3)	12,800	EDUCATION
(59) HOMETOWN HEROES FUND 216 W FRANKLIN STREET TROY,OH45373			6,500	EDUCATION
(60) HONOR FLIGHT DAYTON INC 200 CANARY COURT ENON,OH45323	27-2186914	501(C)(3)	20,000	HUMAN SERVICES
(61) HOSPICE OF MIAMI COUNTY INC ENDOWMENT FUND 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277		11,813	HEALTH & HUMAN SERVICES
(62) IDEA TROY 969 DICKERSON DRIVE TROY,OH45373	31-6018703	501(C)(3)	20,000	EDUCATION
(63) INDIANA UNIVERSITY 107 SOUTH INDIANA AVENUE BLOOMINGTON,IN47405	35-6001673	501(C)(3)	10,000	EDUCATION
(64) INDIANA WESLEYAN UNIVERSITY 4201 SOUTH WASHINGTON STREET MARION,IN469534974	35-0885591	501(C)(3)	5,500	EDUCATION
(65) ISAIAH'S PLACE 61 SOUTH STANFIELD ROAD TROY,OH45373	01-0779327	501(C)(3)	6,000	MENTAL HEALTH, CRISIS INTERVENTION
(66) ISAIAH'S PLACE 61 SOUTH STANFIELD ROAD TROY,OH45373	01-0779327	501(C)(3)	9,316	SOCIAL SERVICES
(67) ISAIAH'S PLACE 61 SOUTH STANFIELD ROAD TROY,OH45373	01-0779327	501(C)(3)	24,000	MENTAL HEALTH, CRISIS INTERVENTION
(68) ISAIAH'S PLACE 61 SOUTH STANFIELD ROAD TROY,OH45373	01-0779327	501(C)(3)	35,712	HUMAN SERVICES
(69) JOSIE ROHLFS DEFERRED SCHOLARSHIPS 216 W FRANKLIN STREET TROY,OH45373			6,000	GENERAL SUPPORT
(70) KENT STATE UNIVERSITY BURSARS OFFICE KENT,OH44242	31-6402079	501(C)(3)	10,000	EDUCATION
(71) KIDS READ NOW INC 55 MARYBILL DR S TROY,OH45373	45-3504550	501(C)(3)	5,962	EDUCATION
(72) KIWANIS CLUB OF PIQUA K 02086 PO BOX 738 PIQUA,OH45356	31-6039494	501(C)(3)	16,888	GENERAL SUPPORT
(73) LEE UNIVERSITY PO BOX 3450 CLEVELAND,TN37320	62-0502739	501(C)(3)	10,000	EDUCATION
(74) LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY,OH45365	34-1055864	501(C)(3)	7,500	EDUCATION
(75) LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY,OH45365	34-1055864	501(C)(3)	10,000	EDUCATION
(76) LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY,OH45365	34-1055864	501(C)(3)	10,000	EDUCATION
(77) LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY,OH45365	34-1055864	501(C)(3)	11,857	EDUCATION
(78) LEHMAN CATHOLIC HIGH SCHOOL 2400 ST MARYS AVENUE SIDNEY,OH45365	34-1055864	501(C)(3)	30,000	EDUCATION
(79) LIBERTY UNIVERSITY FINANCIAL AID OFFICE LYNCHBURG,VA24515	54-0946734	501(C)(3)	10,000	EDUCATION
(80) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	5,906	RECREATIONAL
(81) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,000	EDUCATION
(82) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,000	RECREATIONAL
(83) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	YOUTH DEVELOPMENT
(84) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	RECREATIONAL
(85) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	RECREATIONAL
(86) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	RECREATIONAL
(87) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(88) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(89) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	RECREATIONAL
(90) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(91) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(92) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(93) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	GENERAL SUPPORT
(94) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	6,328	RECREATIONAL
(95) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	15,000	RECREATIONAL
(96) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	40,000	EDUCATION
(97) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	49,973	RECREATIONAL
(98) LINCOLN COMMUNITY CENTER 110 ASH STREET TROY,OH45373	31-0584315	501(C)(3)	50,000	EDUCATION
(99) MIAMI COUNTY AGRICULTURAL SOCIETY 650 NORTH COUNTY ROAD 25A TROY,OH45373	31-0512071	501(C)(3)	14,200	EVENT EXPENSE
(100) MIAMI COUNTY CONTINUUM OF CARE 180 EAST RACE ST TROY,OH45373	27-2135208	501(C)(3)	35,000	SOCIAL SERVICES
(101) MIAMI COUNTY DENTAL CLINIC 70 TROY TOWNE DRIVE TROY,OH45373	20-4901192	501(C)(3)	5,020	HEALTH & HUMAN SERVICES
(102) MIAMI COUNTY DENTAL CLINIC 70 TROY TOWNE DRIVE TROY,OH45373	20-4901192	501(C)(3)	10,000	SOCIAL SERVICES
(103) MIAMI COUNTY DENTAL CLINIC 70 TROY TOWNE DRIVE TROY,OH45373	20-4901192	501(C)(3)	19,328	HEALTH & HUMAN SERVICES
(104) MIAMI COUNTY DENTAL CLINIC 70 TROY TOWNE DRIVE TROY,OH45373	20-4901192	501(C)(3)	25,896	EDUCATION
(105) MIAMI COUNTY JUNIOR FAIR 650 NORTH COUNTY ROAD 25A TROY,OH45373	31-0512071	501(C)(3)	9,195	YOUTH DEVELOPMENT
(106) MIAMI COUNTY LOCAL FOOD COUNCIL PO BOX 334 TROY,OH45373	81-3339080	501(C)(3)	9,600	COMMUNITY AND ECONOMIC DEVELOPMENT
(107) MIAMI COUNTY PARK DISTRICT 2645 EAST STATE ROUTE 41 TROY,OH45373	31-6000055	501(C)(3)	8,000	RECREATIONAL
(108) MIAMI COUNTY PARK DISTRICT 2645 EAST STATE ROUTE 41 TROY,OH45373	31-6000055	501(C)(3)	10,000	ENVIRONMENT
(109) MIAMI COUNTY PARK DISTRICT 2645 EAST STATE ROUTE 41 TROY,OH45373	31-6000055	501(C)(3)	38,385	RECREATIONAL
(110) MIAMI COUNTY PUBLIC HEALTH DEPARTMENT 510 W WATER STREET TROY,OH45373	31-6000055		15,000	HEALTH & HUMAN SERVICES
(111) MIAMI COUNTY SHERIFF'S DEPARTMENT 201 WEST MAIN STREET TROY,OH45373	31-6000055		45,600	PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
(112) MIAMI COUNTY VISITORS AND CONVENTION BUREAU 405 PUBLIC SQUARE SOUTHWEST TROY,OH45373	31-1315269	501(C)(3)	12,000	EVENT EXPENSE
(113) MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA,OH45356	31-0537179	501(C)(3)	7,500	RECREATIONAL
(114) MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA,OH45356	31-0537179	501(C)(3)	20,000	RECREATIONAL
(115) MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA,OH45356	31-0537179	501(C)(3)	20,000	RECREATIONAL
(116) MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA,OH45356	31-0537179	501(C)(3)	25,000	RECREATIONAL
(117) MIAMI COUNTY YMCA 223 WEST HIGH STREET PIQUA,OH45356	31-0537179	501(C)(3)	50,000	RECREATIONAL
(118) MIAMI COUNTY YMCA ROBINSON BRANCH 3060 SOUTH COUNTY ROAD 25A TROY,OH45373	31-0537179	501(C)(3)	12,500	COMMUNITY AND ECONOMIC DEVELOPMENT
(119) MIAMI EAST LOCAL SCHOOLS 3825 NORTH STATE ROUTE 589 CASSTOWN,OH45312	31-6007688	501(C)(3)	9,120	RECREATIONAL
(120) MIAMI VALLEY COUNCIL BOY SCOUTS OF AMERICA 7285 POE AVENUE DAYTON,OH45414	31-0537124	501(C)(3)	7,500	YOUTH DEVELOPMENT
(121) MIAMI VALLEY VETERANS MUSEUM 2245 SOUTH COUNTY ROAD 25A TROY,OH45373	27-2517593	501(C)(3)	10,000	EDUCATION
(122) MICHIGAN STATE UNIVERSITY 556 EAST CIRCLE DRIVE EAST LANSING,MI48823	38-6005984	501(C)(3)	5,500	EDUCATION
(123) NETDEMICS LLC 2544 TECHNICAL DR MIAMISBURG,OH45342			9,233	EDUCATION
(124) NEW CREATION COUNSELING CENTER 7695 SOUTH COUNTY ROAD 25A TIPP CITY,OH45371	31-1409864	501(C)(3)	6,000	MENTAL HEALTH, CRISIS INTERVENTION
(125) NEW CREATION COUNSELING CENTER 7695 SOUTH COUNTY ROAD 25A TIPP CITY,OH45371	31-1409864	501(C)(3)	11,850	MENTAL HEALTH, CRISIS INTERVENTION
(126) NEW CREATION COUNSELING CENTER 7695 SOUTH COUNTY ROAD 25A TIPP CITY,OH45371	31-1409864	501(C)(3)	13,000	MENTAL HEALTH, CRISIS INTERVENTION
(127) OHIO COUNCIL OF DELIBERATION SCHOLARSHIP FUND DEPUTY OF THE ORIENT OF OHIO CINCINNATI,OH452132023	32-0247237	501(C)(3)	35,959	EDUCATION
(128) OHIO DEPARTMENT OF COMMERCE 6606 TUSSING ROAD REYNOLDSBURG,OH43068			5,620	EDUCATION
(129) OHIO DEPARTMENT OF COMMERCE 6606 TUSSING ROAD REYNOLDSBURG,OH43068			5,980	EDUCATION
(130) OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS,OH45701	31-6402113	501(C)(3)	6,500	EDUCATION
(131) OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS,OH45701	31-6402113	501(C)(3)	10,000	EDUCATION
(132) OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS,OH45701	31-6402113	501(C)(3)	10,000	EDUCATION
(133) OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS,OH45701	31-6402113	501(C)(3)	10,000	EDUCATION
(134) OHIO UNIVERSITY OFFICE OF STUDENT FINANCIAL AID ATHENS,OH45701	31-6402113	501(C)(3)	10,000	EDUCATION
(135) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	6,178	GENERAL SUPPORT
(136) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	9,195	HEALTH & HUMAN SERVICES
(137) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	9,250	HEALTH & HUMAN SERVICES
(138) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	20,000	HEALTH & HUMAN SERVICES
(139) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	25,000	HEALTH & HUMAN SERVICES
(140) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	43,161	HEALTH & HUMAN SERVICES
(141) OHIO'S HOSPICE OF MIAMI COUNTY 3230 NORTH COUNTY ROAD 25A TROY,OH45373	31-1031277	501(C)(3)	100,000	HEALTH & HUMAN SERVICES
(142) OUR FARM SANCTUARY 6495 AGENBROAD ROAD TIPP CITY,OH45371	83-2712332	501(C)(3)	20,000	ANIMAL RELATED (WILDLIFE PROTECTION/PRESERVATION)
(143) OVERFIELD TAVERN MUSEUM 201 EAST WATER STREET TROY,OH45373	31-1337433	501(C)(3)	65,000	ARTS, CULTURE AND HUMANITIES
(144) PARTNERS IN HOPE INC 180 EAST RACE STREET TROY,OH453733567	31-1305869	501(C)(3)	5,020	SOCIAL SERVICES
(145) PARTNERS IN HOPE INC 180 EAST RACE STREET TROY,OH453733567	31-1305869	501(C)(3)	10,000	SOCIAL SERVICES
(146) PARTNERS IN HOPE INC 180 EAST RACE STREET TROY,OH453733567	31-1305869	501(C)(3)	30,000	SOCIAL SERVICES
(147) PINK RIBBON GOOD 350 HULS DRIVE CLAYTON,OH45315	32-0020270	501(C)(3)	1,000,000	HEALTH & HUMAN SERVICES
(148) PRIORITY NEEDS FUND OF THE TROY FOUNDATION 216 W FRANKLIN STREET TROY,OH45373			385,189	PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
(149) REHABILITATION CENTER FOR NEUROLOGICAL DEVELOPMENTNICHOLAS SCHOOL 1306 GARBRY ROAD PIQUA,OH453568219	23-7202001	501(C)(3)	16,888	HEALTH & HUMAN SERVICES
(150) RICHARDS CHAPEL UNITED METHODIST CHURCH 831 MCKAIG AVENUE TROY,OH45373	31-1107067	501(C)(3)	9,000	HEALTH
(151) RICHARDS CHAPEL UNITED METHODIST CHURCH 831 MCKAIG AVENUE TROY,OH45373	31-1107067	501(C)(3)	107,877	RELIGIOUS/SPIRITUAL DEVELOPMENT
(152) ROBINSON FUND 216 W FRANKLIN STREET TROY,OH45373			29,589	COMMUNITY IMPROVEMENT
(153) ROBINSON RESERVE AT DUKE PARK 216 W FRANKLIN STREET TROY,OH45373			30,000	RECREATIONAL
(154) ROBINSON RESERVE AT DUKE PARK 216 W FRANKLIN STREET TROY,OH45373			30,000	RECREATIONAL
(155) RONALD MCDONALD HOUSE CHARITIES DAYTON 555 VALLEY STREET DAYTON,OH45404	31-0964793	501(C)(3)	25,000	HEALTH & HUMAN SERVICES
(156) RT INDUSTRIES 110 FOSS WAY TROY,OH45373	31-0855035	501(C)(3)	7,387	HUMAN SERVICES
(157) RT INDUSTRIES 110 FOSS WAY TROY,OH45373	31-0855035	501(C)(3)	18,613	HUMAN SERVICES
(158) SALVATION ARMY - PIQUA PO BOX 615 PIQUA,OH45356	58-0660607	501(C)(3)	9,195	SOCIAL SERVICES
(159) SOUTHBROOK CHRISTIAN CHURCH 9095 WASHINGTON CHURCH ROAD MIAMISBURG,OH45342	31-1170733	501(C)(3)	6,000	RELIGIOUS/SPIRITUAL DEVELOPMENT
(160) ST PATRICK CATHOLIC CHURCH 409 EAST MAIN STREET TROY,OH45373	31-0604619	501(C)(3)	5,500	RELIGIOUS/SPIRITUAL DEVELOPMENT
(161) ST PATRICK CATHOLIC CHURCH 409 EAST MAIN STREET TROY,OH45373	31-0604619	501(C)(3)	6,000	RELIGIOUS/SPIRITUAL DEVELOPMENT
(162) ST PATRICK CATHOLIC CHURCH 409 EAST MAIN STREET TROY,OH45373	31-0604619	501(C)(3)	10,000	RELIGIOUS/SPIRITUAL DEVELOPMENT
(163) ST PATRICK CATHOLIC SCHOOL 420 EAST WATER STREET TROY,OH45373	31-0604619	501(C)(3)	6,000	EDUCATION
(164) ST PATRICK CATHOLIC SCHOOL 420 EAST WATER STREET TROY,OH45373	31-0604619	501(C)(3)	6,000	EDUCATION
(165) ST PATRICK CATHOLIC SCHOOL 420 EAST WATER STREET TROY,OH45373	31-0604619	501(C)(3)	10,000	EDUCATION
(166) ST PATRICK CATHOLIC SCHOOL 420 EAST WATER STREET TROY,OH45373	31-0604619	501(C)(3)	22,200	MENTAL HEALTH, CRISIS INTERVENTION
(167) ST PATRICK SOUP KITCHEN 25 NORTH MULBERRY STREET TROY,OH45373	30-0391714	501(C)(3)	10,000	SOCIAL SERVICES
(168) ST PATRICK SOUP KITCHEN 25 NORTH MULBERRY STREET TROY,OH45373	30-0391714	501(C)(3)	20,000	FOOD SERVICE, FREE FOOD DISTRIBUTION PROGRAM
(169) STADIUM AND TURF ENHANCEMENT PROJECT (STEP) 216 W FRANKLIN STREET TROY,OH45373			31,250	COMMUNITY AND ECONOMIC DEVELOPMENT
(170) STADIUM AND TURF ENHANCEMENT PROJECT (STEP) 216 W FRANKLIN STREET TROY,OH45373			31,250	COMMUNITY AND ECONOMIC DEVELOPMENT
(171) STADIUM AND TURF ENHANCEMENT PROJECT (STEP) 216 W FRANKLIN STREET TROY,OH45373			31,250	COMMUNITY AND ECONOMIC DEVELOPMENT
(172) TAYLOR UNIVERSITY BURSARS OFFICE UPLAND,IN46989	35-0868181	501(C)(3)	10,000	GENERAL SUPPORT
(173) TAYLOR UNIVERSITY BURSARS OFFICE UPLAND,IN46989	35-0868181	501(C)(3)	10,000	GENERAL SUPPORT
(174) TCN BEHAVIORAL HEALTH 452 W MARKET ST XENIA,OH45385	31-1305635	501(C)(3)	20,000	HUMAN SERVICES
(175) TCN BEHAVIORAL HEALTH 452 W MARKET ST XENIA,OH45385	31-1305635	501(C)(3)	20,000	HUMAN SERVICES
(176) TCN BEHAVIORAL HEALTH 452 W MARKET ST XENIA,OH45385	31-1305635	501(C)(3)	40,000	MENTAL HEALTH, CRISIS INTERVENTION
(177) THE EDISON FOUNDATION EDISON STATE COMMUNITY COLLEGE PIQUA,OH45356	31-1379781	501(C)(3)	13,000	PUBLIC SAFETY, DISASTER PREPAREDNESS AND RELIEF
(178) THE FUTURE BEGINS TODAY PO BOX 511 TROY,OH45373	31-1655688	501(C)(3)	11,000	EDUCATION
(179) THE FUTURE BEGINS TODAY PO BOX 511 TROY,OH45373	31-1655688	501(C)(3)	12,000	EDUCATION
(180) THE NATURE CONSERVANCY PO BOX 1562 MERRIFIELD,VA221169594	53-0242652	501(C)(3)	16,723	ENVIRONMENT
(181) THE NATURE CONSERVANCY OHIO CHAPTER 6375 RIVERSIDE DRIVE DUBLIN,OH43017	53-0242652	501(C)(3)	11,203	GENERAL SUPPORT
(182) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	5,614	EDUCATION
(183) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	6,500	EDUCATION
(184) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	10,000	EDUCATION
(185) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	10,000	EDUCATION
(186) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	10,000	EDUCATION
(187) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	10,000	EDUCATION
(188) THE OHIO STATE UNIVERSITY EXTERNAL SCHOLARSHIPS COLUMBUS,OH432183248	31-6025986	501(C)(3)	10,000	EDUCATION
(189) THE OHIO STATE UNIVERSITY FOUNDATION 1480 W LANE AVENUE COLUMBUS,OH432710811	31-1145986	501(C)(3)	10,000	EDUCATION
(190) THE OVERFIELD SCHOOL 172 SOUTH RIDGE AVENUE TROY,OH45373	31-1088546	501(C)(3)	8,750	EDUCATION
(191) THE OVERFIELD SCHOOL 172 SOUTH RIDGE AVENUE TROY,OH45373	31-1088546	501(C)(3)	8,750	GENERAL SUPPORT
(192) THE OVERFIELD SCHOOL 172 SOUTH RIDGE AVENUE TROY,OH45373	31-1088546	501(C)(3)	8,750	EDUCATION
(193) THE OVERFIELD SCHOOL 172 SOUTH RIDGE AVENUE TROY,OH45373	31-1088546	501(C)(3)	8,750	GENERAL SUPPORT
(194) THE OVERFIELD SCHOOL 172 SOUTH RIDGE AVENUE TROY,OH45373	31-1088546	501(C)(3)	50,000	EDUCATION
(195) THE SINCLAIR COMMUNITY COLLEGE FOUNDATION 444 W THIRD ST DAYTON,OH454021460	23-7032312	501(C)(3)	10,000	EDUCATION
(196) TIPP CITY PUBLIC LIBRARY 11 EAST MAIN STREET TIPP CITY,OH45371	31-6000554	501(C)(3)	16,693	EDUCATION
(197) TIPP PRIDE ASSOCIATION PO BOX 261 TIPP CITY,OH45371	81-4416439	501(C)(3)	7,500	EDUCATION
(198) TROY BASKETBALL PARENTS ASSOCIATION PO BOX 301 TROY,OH45373	31-1799228		5,060	HUMAN SERVICES
(199) TROY COMMUNITY FM - POWER 1071 WTJN 315 SOUTH PUBLIC SQUARE TROY,OH45373	35-2484745	501(C)(3)	35,000	OTHER
(200) TROY DEVELOPMENT COUNCIL 405 SOUTHWEST PUBLIC SQUARE TROY,OH45373	31-1736034	501(C)(3)	11,321	EDUCATION
(201) TROY DOLLARS FOR COLLEGE FUND 216 W FRANKLIN STREET TROY,OH45373	31-6018703		20,000	EDUCATION
(202) TROY FOOTBALL PARENTS ASSOCIATION PO BOX 793 TROY,OH45373	31-1086575	501(C)(3)	6,232	RECREATIONAL
(203) TROY JUNIOR FOOTBALL PO BOX 707 TROY,OH45373	31-1506205	501(C)(3)	10,000	COMMUNITY AND ECONOMIC DEVELOPMENT
(204) TROY MAIN STREET INC 405 SOUTHWEST PUBLIC SQUARE TROY,OH45373	31-1301818	501(C)(3)	37,500	ARTS, CULTURE AND HUMANITIES
(205) TROY NURSING ASSOCIATION AND TROY MILK FUND INC PO BOX 28 PLEASANT HILL,OH45359	31-0536713	501(C)(3)	7,589	HEALTH & HUMAN SERVICES
(206) TROY RECREATION ASSOCIATION 11 NORTH MARKET STREET TROY,OH45373	31-0579679	501(C)(3)	40,063	HUMAN SERVICES
(207) TROY-HAYNER CULTURAL CENTER 301 WEST MAIN STREET TROY,OH45373	31-6000985	501(C)(3)	6,178	STHROY-HAYNER CULTURAL CENL SOYH-HES
(208) TROY-HAYNER CULTURAL CENTER 301 WEST MAIN STREET TROY,OH45373	31-6000985	501(C)(3)	13,000	ARTS & CULTURE
(209) TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY,OH45373	31-6000630	501(C)(3)	6,178	STMIAMI COUNTY PUBLICL SOYC-MES
(210) TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY,OH45373	31-6000630	501(C)(3)	11,254	EDUCATION
(211) TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY,OH45373	31-6000630	501(C)(3)	11,254	EDUCATION
(212) TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY,OH45373	31-6000630	501(C)(3)	16,000	COMMUNITY AND ECONOMIC DEVELOPMENT
(213) TROY-MIAMI COUNTY PUBLIC LIBRARY 419 WEST MAIN STREET TROY,OH45373	31-6000630	501(C)(3)	16,694	STMIAMI COUNTY PUBLICSE OF BOOKS AND MAGAZINES FOR SOYC-MES
(214) UCS SPIRIT 511 HOFFMAN ROAD LINCOLNTON,NC28092			8,144	ADMINISTRATIVE EXPENSE
(215) UNITED WAY OF MIAMI COUNTY 116 WEST FRANKLIN STREET TROY,OH45373	31-0619209	501(C)(3)	5,733	PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
(216) UNITED WAY OF MIAMI COUNTY 116 WEST FRANKLIN STREET TROY,OH45373	31-0619209	501(C)(3)	30,000	SOCIAL SERVICES
(217) UNIVERSITY OF CINCINNATI PO BOX 210140 CINCINNATI,OH45221	31-6000989	501(C)(3)	10,000	EDUCATION
(218) UNIVERSITY OF CINCINNATI PO BOX 210140 CINCINNATI,OH45221	31-6000989	501(C)(3)	10,000	EDUCATION
(219) UNIVERSITY OF CINCINNATI PO BOX 210140 CINCINNATI,OH45221	31-6000989	501(C)(3)	10,000	EDUCATION
(220) UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON,OH45469	31-0536715	501(C)(3)	10,000	EDUCATION
(221) UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON,OH45469	31-0536715	501(C)(3)	10,000	EDUCATION
(222) UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON,OH45469	31-0536715	501(C)(3)	10,000	EDUCATION
(223) UNIVERSITY OF DAYTON OFFICE OF STUDENT ACCOUNTS DAYTON,OH454691600		501(C)(3)	10,000	EDUCATION
(224) UNIVERSITY OF DAYTON OFFICE OF STUDENT ACCOUNTS DAYTON,OH454691600		501(C)(3)	10,000	EDUCATION
(225) UNIVERSITY OF DAYTON OFFICE OF STUDENT ACCOUNTS DAYTON,OH454691600		501(C)(3)	22,000	EDUCATION
(226) UNIVERSITY OF NEW MEXICO FOUNDATION TWO WOODWARD CENTER ALBUQUERQUE,NM87102	85-0275408	501(C)(3)	12,500	EDUCATION
(227) UNIVERSITY OF NOTRE DAME DEPARTMENT OF DEVELOPMENT NOTRE DAME,IN46556	35-0868188	501(C)(3)	5,100	EDUCATION
(228) UNIVERSITY OF SAN DIEGO CASHIERS OFFICE SAN DIEGO,CA92110		501(C)(3)	10,000	EDUCATION
(229) UNIVERSITY OF SOUTH CAROLINA 1714 COLLEGE STREET COLUMBIA,SC29208		501(C)(3)	10,000	EDUCATION
(230) UPPER VALLEY MEDICAL CENTER 3130 NORTH COUNTY ROAD 25A TROY,OH45373	31-0537095	501(C)(3)	5,040	GENERAL SUPPORT
(231) UPPER VALLEY MEDICAL CENTER 3130 NORTH COUNTY ROAD 25A TROY,OH45373	31-0537095	501(C)(3)	5,724	HEALTH & HUMAN SERVICES
(232) UVMC FOUNDATION 3130 NORTH COUNTY ROAD 25A TROY,OH45373	31-1581859	501(C)(3)	6,395	HEALTH
(233) UVMC FOUNDATION 3130 NORTH COUNTY ROAD 25A TROY,OH45373	31-1581859	501(C)(3)	136,593	HEALTH
(234) VICTORY PROJECT 409 TROY STREET DAYTON,OH45404	26-2243366	501(C)(3)	10,000	SOCIAL SERVICES
(235) WACO HISTORICAL SOCIETY 1865 SOUTH COUNTY ROAD 25A TROY,OH45373	31-0969657	501(C)(3)	10,000	EDUCATION
(236) WE LOVE BIRTHDAY PARTIES 1597 NORTH ROAD TROY,OH45373	84-1978157	501(C)(3)	6,034	OTHER
(237) WE LOVE BIRTHDAY PARTIES 1597 NORTH ROAD TROY,OH45373	84-1978157	501(C)(3)	11,950	YOUTH DEVELOPMENT
(238) WE LOVE BIRTHDAY PARTIES 1597 NORTH ROAD TROY,OH45373	84-1978157	501(C)(3)	15,000	SOCIAL SERVICES
(239) WEST OHIO CONFERENCE OF THE UNITED METHODIST CHURCH 32 WESLEY BOULEVARD WORTHINGTON,OH43085	31-4420544	501(C)(3)	107,877	RELIGIOUS/SPIRITUAL DEVELOPMENT
(240) WESTSIDE NEIGHBORHOOD SCHOOL 5401 BEETHOVEN STREET LOS ANGELES,CA90066	95-3551091	501(C)(3)	15,000	EDUCATION
(241) WITTENBERG UNIVERSITY OFFICE OF FINANCIAL AID SPRINGFIELD,OH45501	31-0537177	501(C)(3)	10,000	GENERAL SUPPORT
(242) WITTENBERG UNIVERSITY OFFICE OF FINANCIAL AID SPRINGFIELD,OH45501	31-0537177	501(C)(3)	10,000	GENERAL SUPPORT
(243) WITTENBERG UNIVERSITY OFFICE OF FINANCIAL AID SPRINGFIELD,OH45501	31-0537177	501(C)(3)	10,000	GENERAL SUPPORT
(244) WRIGHT STATE UNIVERSITY OFFICE OF THE BURSAR 055 STUDENT UNION DAYTON,OH45435	31-0732831	501(C)(3)	10,000	EDUCATION
(245) WRIGHT STATE UNIVERSITY OFFICE OF THE BURSAR 055 STUDENT UNION DAYTON,OH45435	31-0732831	501(C)(3)	10,000	EDUCATION
(246) WRIGHT STATE UNIVERSITY OFFICE OF THE BURSAR 055 STUDENT UNION DAYTON,OH45435	31-0732831	501(C)(3)	10,000	EDUCATION
(247) WRIGHT STATE UNIVERSITY FOUNDATION 3640 COLONEL GLEN HIGHWAY DAYTON,OH45435	23-7019799	501(C)(3)	10,000	EDUCATION

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

114

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) ADMINISTRATIVE EXPENSE	13	36,615
(2) SCHOLARSHIP	379	908,041
(3) JOURNALISM	1	200
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

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.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MELISSA KLEPTZ EXECUTIVE DIRECTOR	(i) (ii)	119,635 ------------- 0	0 ------------- 0	0 ------------- 0	3,962 ------------- 0	40,932 ------------- 0	164,529 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) TURNSTONE FINANCIAL LLC	ENTITY MORE THAN 35% OWNED BY TOM KLEPTZ, SPOUSE OF EXEC DIR MELISSA KLEPTZ	65,540	INVESTMENT MANAGEMENT FEES		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	40	1,959,988	FMV AT TRANSFER
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2022)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
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.

Schedule M (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Return Reference	Explanation
FORM 990, PART IV, LINES 12A AND 12B:	THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDING DECEMBER 31, 2022 ARE NOT ISSUED AS OF THE DUE DATE OF THIS FORM 990. THE ORGANIZATION EXPECTS ITS 2022 FINANCIAL STATEMENTS WILL BE ISSUED NOT LATER THAN DECEMBER 31, 2023.
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 EXECUTIVE DIRECTOR LISTING ALL POTENTIAL CONFLICTS THAT MAY OCCUR THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'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:	MISC ADJUSTMENTS 6,807.
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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE TROY FOUNDATION

Employer identification number

31-6018703

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)TF LAND INC 216 W FRANKLIN STREET TROY,OH45373 26-1645416	TO HOLD THE LAND AND BUILDING WHICH HOUSE THE TROY FOUNDATION	OH	501(C)(3)	LINE 12B, II	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	9,886,786	5,817,810
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,741,833	5,826,134
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	10,335	58,045
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	14,638,954	11,701,989
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	7,021,969	7,475,924
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	469,996	529,924
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	589,029	598,479
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	8,080,994	8,604,327
19	Revenue less expenses. Subtract line 18 from line 12.......	6,557,960	3,097,662
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	148,750,693	123,423,524
21	Total liabilities (Part X, line 26).............	10,167,346	7,802,362
22	Net assets or fund balances. Subtract line 21 from line 20.....	138,583,347	115,621,162

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 7,749,570 including grants of $ 7,475,924 ) (Revenue $ )
	IN 2022, THE TROY FOUNDATION PROVIDED OVER 1,900 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.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses7,749,570

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) JOE DICKERSON...................................................................... CHAIR	1.00 ................. 0.10	X	X	0	0	0
(2) SUSAN BEHM...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(3) BRENT BLACK...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(4) DAVE DIPPOLD...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(5) DAVE FISHER...................................................................... GOV BD/TRUSTEES COMMITTEE	1.00 ................. 0.10	X		0	0	0
(6) TOM GIERE...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(7) KATHY KERBER...................................................................... GOV BD/DISTRIBUTION COMMITTEE	1.00 ................. 0.10	X		0	0	0
(8) DOUG LINS...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(9) ED PURVIS...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(10) CRAIG WISE...................................................................... GOV BD	1.00 ................. 0.10	X		0	0	0
(11) MELISSA KLEPTZ...................................................................... EXECUTIVE DIRECTOR	39.90 ................. 0.10		X	119,635	0	44,894
(12) WILLIAM J FULKER...................................................................... SECRETARY GOV BD (NONVOTING)	1.00 ................. 0.10		X	0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)						(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title

1	Briefly describe the organization’s mission or most significant activities: TO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY BY CONNECTING DONORS TO CHARITABLE CAUSES FOR GROWING A GREATER TOMORROW.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	9
6	Total number of volunteers (estimate if necessary) .............	6	15
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	119,635	0	44,894

(A) Name and business address	(B) Description of services	(C) Compensation
US BANK 910 WEST MAIN STREET TROY,OH45373	INVESTMENT MANAGER	177,670




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	61,103
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,756,707

g	Noncash contributions included in lines 1a - 1f:$		1g	2,994,330

h Total. Add lines 1a-1f.......		5,817,810

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,446,513			2,446,513
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		1,950	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		1,950	6c
d	Net rental income or (loss).......			1,950			1,950
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		17,526,139	7a
b	Less: cost or other basis and sales expenses		14,146,518	7b
c	Gain or (loss)		3,379,621	7c
d	Net gain or (loss).........			3,379,621			3,379,621
8a	Gross income from fundraising events (not including $ 61,103of contributions reported on line 1c). See Part IV, line 18 ....
			8a	62,553
b	Less: direct expenses ...		8b	6,458
c	Net income or (loss) from fundraising events..			56,095			56,095
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			11,701,989	0	0	5,884,179

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	6,531,068	6,531,068
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	944,856	944,856
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	164,529		164,529
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	293,605		293,605
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	8,523		8,523
9	Other employee benefits .......	33,516		33,516
10	Payroll taxes ...........	29,751		29,751
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	34,545		34,545
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	273,646	273,646
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,499		2,499
12	Advertising and promotion ....	7,184		7,184
13	Office expenses .......	22,427		22,427
14	Information technology ......	62,965		62,965
15	Royalties ..
16	Occupancy ...........	6,590		6,590
17	Travel ............	1,807		1,807
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,256		1,256
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	9,898		9,898
23	Insurance ...	9,226		9,226
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	EVENTS	79,536		79,536
b	FUND EXPENSES	38,309		38,309
c	CLEANING & MAINTENANCE	16,875		16,875
d	MEMBERSHIP DUES	14,000		14,000
e	All other expenses	17,716		17,716
25	Total functional expenses. Add lines 1 through 24e	8,604,327	7,749,570	854,757	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			748,826	1	1,085,462
2	Savings and temporary cash investments .........			4,740,395	2	4,191,261
3	Pledges and grants receivable, net ......				3	7,008
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	534,908
b	Less: accumulated depreciation	10b	33,045	505,557	10c	501,863
11	Investments—publicly traded securities .			142,755,915	11	76,388,021
12	Investments—other securities. See Part IV, line 11 .....				12	41,249,909
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			148,750,693	16	123,423,524

17	Accounts payable and accrued expenses .....	167	17	9,863
18	Grants payable ...	93,713	18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	10,073,466	25	7,792,499
26	Total liabilities. Add lines 17 through 25..	10,167,346	26	7,802,362

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	20,699,702	27	22,449,724
28	Net assets with donor restrictions ...........	117,883,645	28	93,171,438
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	138,583,347	32	115,621,162
33	Total liabilities and net assets/fund balances ........	148,750,693	33	123,423,524