Warren County Foundation

Analysis

Warren County Foundation is a registered charity in United States, based in Lebanon, OH. It received its IRS tax-exemption ruling in January 1998, 28 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Warren County Foundation reported income of $3.8m and spending of $2.8m, leaving 26% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $1.4m to $3.8m (+166%), an average of +28% a year. The sharpest change came in the year to June 2023, when income rose by 52%. Over the whole period it spent 96% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Warren County Foundation sits at the 91st percentile: it is larger than about 91% of them. Against every charity in United States with reported income it ranks in the 91st percentile, and in the 90th percentile within OH. Charities of a similar size with the same main cause include Puerto Rico Community Foundation Inc ($3.8m), Crown Heights Chevra Simchas Shabbos Vyom Tov Inc ($3.8m) and Mrny Qalicb Inc ($3.8m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 82% and program service revenue 5.4% of the total. Compensation of current officers, directors and key employees was $161k (5.7% of expenses). At year end it held assets of $19.9m against liabilities of $4.1m, net assets of $15.8m. It reported 3 employees.