2023-12-14T15:03:24-05:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351912317 NORTHERN INDIANA COMMUNITY FOUNDATION INC NORT 5742232227 PO BOX 807 ROCHESTER IN 46975 JAY ALBRIGHT EXECUTIVE DIRECTOR 5742232227 2023-10-18 true JAY ALBRIGHT 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-12-14 2022 2023-04-26 12:10:37Z JAY ALBRIGHT PO BOX 807 ROCHESTER IN 46975 16213251 false X WWW.NICF.ORG X 1993 IN OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY ASSISTING DONORS IN FULFILLING THEIR CHARITABLE WISHES FOREVER. 15 15 11 180 0 1884788 3314999 922007 897980 4522227 2239158 218516 126497 7547538 6578634 2372930 2556522 0 573724 627427 0 375544 1614541 1646527 4561195 4830476 2986343 1748158 64390100 57996369 4738507 4025275 59651593 53971094 OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY ASSISTING DONORS IN FULFILLING THEIR CHARITABLE WISHES FOREVER. false false 2686287 2289091 745324 THE FOUNDATION IS DEDICATED TO EDUCATING, COMMUNICATING AND CELEBRATING COMMUNITY SPIRIT THROUGH THE GENEROUSITY OF OUR DONORS. IN 2021, 195 SCHOLARSHIPS WERE AWARDED ALONG WITH GRANTS TO MANY NOT-FOR-PROFITS. THE PURPOSE OF THE GRANTS WERE ARTS/CULTURE, EDUCATION, HEALTH, ENVIRONMENT, HUMAN SERVICES, COMMUNITY DEVELOPMENT AND YOUTH. 444183 267431 152656 THE FOUNDATION HOLDS SEVERAL NON-PERMANENT FUNDS FOR LOCAL AGENCIES AND PROJECTS. THIS GIVES THE AGENCIES AND PROJECTS ACCOUNTABILITY TO THEIR DONORS. 3130470 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 12 0 true 11 true false false false false false true true false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false IN X JAY ALBRIGHT 5742232227 227 E 9TH ST ROCHESTER IN 46975 JAY ALBRIGHT EXECUTIVE DI 40.00 X 129994 0 7200 DOUG KUEPPER PRESIDENT 1.00 X X 0 0 0 KENT BURTON VICE PRESIDE 1.00 X X 0 0 0 PENNY RAMSEY TREASURER 1.00 X X 0 0 0 MARCIA MINARD SECRETARY 1.00 X X 0 0 0 LYN ALTMAN DIRECTOR 1.00 X 0 0 0 CAROLINE JONES DIRECTOR 1.00 X 0 0 0 MICHAEL KUHN DIRECTOR 1.00 X 0 0 0 LINDA LEASURE DIRECTOR 1.00 X 0 0 0 JIM LONG DIRECTOR 1.00 X 0 0 0 JESSICA MARTINOVIC DIRECTOR 1.00 X 0 0 0 JILL MILES DIRECTOR 1.00 X 0 0 0 CHERYL ORKIS DIRECTOR 1.00 X 0 0 0 SHIRLEY RIPPY DIRECTOR 1.00 X 0 0 0 JUDY SHROCK DIRECTOR 1.00 X 0 0 0 JODI WYNN DIRECTOR 1.00 X 0 0 0 129994 7200 1 false false false 3314999 556505 3314999 ADMINISTRATIVE FEES 900099 897980 897980 897980 1772652 1772652 10101123 9634617 466506 466506 466506 AMRT OF DISCOUNT ON TRUST REC 115157 115157 MISCELLANEOUS 11340 11340 126497 6578634 1490983 1772652 2182828 2182828 373694 373694 129994 45498 33798 50698 376265 131693 97829 146743 25952 9083 6748 10121 55751 19513 14495 21743 39465 13813 10261 15391 897846 897846 34531 12086 8978 13467 202648 202648 23070 8075 5998 8997 28346 9921 7370 11055 33311 11659 8661 12991 467 467 30635 10722 7965 11948 9140 3199 2376 3565 DIRECT PROGRAM SUPPORT 275829 275829 LEASE EXPENSE 65306 22857 16980 25469 OTHER FUNDRAISING EXPENSE 43356 43356 MISCELLANEOUS EXPENSE 2042 2042 4830476 3130470 1324462 375544 100 100 2843300 2232598 3332961 3448118 657 650 28163 33547 498786 126498 398222 372288 57542252 51666833 244445 242235 64390100 57996369 10905 8378 4727602 4016897 4738507 4025275 X 924897 1038366 58726696 52932728 59651593 53971094 64390100 57996369 X 1748158 -8101761 673104 X false true X true false X 3414846 2672545 6059647 1884788 2807550 16839376 3414846 2672545 6059647 1884788 2807550 16839376 4922835 11916541 1573500 1473182 1696113 2862836 1772652 9378283 26217659 4227749 0.45450 0.45210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67 338847 420688 13292186 true true 56716178 2898741 -5412980 2223155 864983 51113801 51171538 1438301 7084126 2089009 888778 56716178 43454813 5268554 4885389 1777571 659647 51171538 34043736 5660517 5824497 1426916 995 646026 43454813 34226523 2064297 -836653 1243259 167172 34043736 0.84500 0.15500 false false 26910 26910 368076 54017 314059 103800 72481 31319 372288 AGENCY FUNDS 3856280 CHARITABLE REMAINDER TRUST LIABILITY 112331 CHARITABLE GIFT ANNUITY 25214 CAPITAL LEASES 13521 RIGHT OF USE 9551 4016897 X -1298616 -8101761 -5479 -8107240 6808624 202648 -432638 -229990 6578634 4381883 4381883 202648 245945 448593 4830476 SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,479 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUES -432,638 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 245,945 true AKRON UNITED METHODIST CHURCH PO BOX 6 AKRON IN 46910 350899068 501C3 5930 GENERAL SUPPORT AKRON YOUTH LEAGUE PO BOX 401 AKRON IN 46910 351825212 501C3 6485 GEN/OPER SUPPORT ANCILLA COLLEGE PO BOX 1 DONALDSON IN 46513 356071917 501C3 66704 SCHOLARSHIP/GEN SUPP AUBBEENAUBBEE TWP VOLUNTEER FIRE DEPT PO BOX 632 LEITERS FORD IN 46945 351591187 GOV 10407 COMMUNITY DEVELOPMEN BALLET ARTS OF PERU PO BOX 193 MEXICO IN 46958 6140 SCHOLARSHIPS CARDINAL CENTER 504 N BAY DRIVE WARSAW IN 46580 356005615 501C3 5900 HUMAN SERVICES CIRCUS CITY FESTIVAL INC 154 BROADWAY PERU IN 46970 356044128 501C3 7452 SCHOLARSHIPS COMMUNITY SERVICES OF STARKE COUNTY 311 E CULVER RD KNOX IN 46534 351424216 501C3 16667 FOOD PANTRY/GEN SUPP DAVIS TOWNSHIP 7475 NORTH 300 EAST HAMLET IN 46532 351772978 501C3 25000 TOWNSHIP FIRE DEPT DELONG GOSPEL LIGHTHOUSE CHURCH PO BOX 440 DELONG IN 46922 6000 COVID/FOOD PANTRY DENVER BAPTIST CHURCH 111 N YORICK ST DENVER IN 46926 8245 GENERAL SUPPORT FIRST CHRISTIAN CHURCH 53 W MAIN ST PERU IN 46970 350996107 501C3 7000 HUMAN SERVICES FOOD BANK OF NORTHERN INDIANA 702 CHAPIN ST SOUTH BEND IN 46601 351898055 501C3 26500 MOBILE PANTRY FOOD FINDERS FOOD BANK 1204 GREENBUSH STREET LAFAYETTE IN 47904 311020198 501C3 6000 MOBILE PANTRY FRIENDS OF THE FULTON COUNTY PARK & RECREATION DEPT INC PO BOX 462 ROCHESTER IN 46975 200676770 501C3 6500 PARK CONSTRUCTION FULTON COUNTY ANIMAL ADOPTION & EDUCATION CENTER 1540 WENTZEL ST ROCHESTER IN 46975 451601406 501C3 16756 OPERATING SUPPORT FULTON COUNTY COUNCIL 125 E 9TH ST ROCHESTER IN 46975 GOV 7461 OPERATING SUPPORT FULTON COUNTY EMS 2006 E STATE RD 14 ROCHESTER IN 46975 356000147 501C3 31242 EQUIPMENT FULTON COUNTY HOPE INC PO BOX 735 ROCHESTER IN 46975 825047788 30000 HOPE FOR HOMELESS FULTON COUNTY HISTORICAL SOCIETY 37 E 375 N ROCHESTER IN 469758384 510136761 501C3 20185 OPERATING SUPPORT FULTON COUNTY HOUSING AUTHORITY INC 125 E 10TH ST ROCHESTER IN 46975 201402623 501C3 30000 HOUSING PROJECT FULTON COUNTY PUBLIC LIBRARY 320 W 7TH ST ROCHESTER IN 46975 356002066 501C3 9590 GENERAL SUPPORT FULTON COUNTY SOLID WASTE PO BOX 721 ROCHESTER IN 46975 351837675 501C3 10841 GENERAL SUPPORT FULTON COUNTY YOUTH CENTER PO BOX 286 ROCHESTER IN 46975 841768089 501C3 555740 SCHNABELTIER BLDG FULTON ECONOMIC DEVELOPMENT CORP 822 MAIN ST ROCHESTER IN 46975 351789121 501C3 24500 SPLASH PAD/NEW COURT GRACE UNITED METHODIST CHURCH 201 W 7TH ST ROCHESTER IN 46975 351177906 501C3 44841 GENERAL SUPPORT HABITAT FOR HUMANITY OF FULTON COUNTY PO BOX 843 ROCHESTER IN 46975 352052955 501C3 30551 HOME CONSTRUCTION HAMLET BASEBALL LEAGUE 15 W INDIANA AVENUE HAMLET IN 46532 851398346 501C3 10000 MOWER HAROLD W MCMILLEN CENTER FOR HEALTH EDUCATION 600 JIM KELLEY BLVD FORT WAYNE IN 46816 351186994 501C3 6000 HEALTH EDUCATION HEALTHLINC 2401 VALLEY DRIVE VALPARAISO IN 46383 352147791 501C3 6723 SPOT MACHINE HEARTERY INC 414 E MAIN ST KEWANNA IN 46939 812136348 501C3 10000 NEW ROOF HOOSIERS FEEDING THE HUNGRY 4490A STATE RD 327 GARRETT IN 46738 416584870 501C3 5500 "MEAT" THE NEED HOPE RESTORED RECOVERY HOME INC 502 LANE ST NORTH JUDSON IN 46366 832551376 501C3 24300 START UP COSTS INTREPID PHOENIX INC 221 OUTLOOK COVE DRIVE LAPORTE IN 46350 821675483 501C3 10950 MEMBERSHIPS/TRAINERS JUNIOR ACHIEVEMENT SC KNOX BANKING CENTER 1620 S US 35 HAMLET IN 46534 841267604 501C3 5760 PROGRAM SUPPORT KEWANNA'S HEART PO BOX 367 KEWANNA IN 46939 352084357 501C3 10630 FALL FESTIVAL KNOX COMMUNITY ELEMENTARY SCHOOL 210 W CULVER ROAD KNOX IN 46534 141983903 GOV 10630 PRESCHOOL PROGRAM KNOX COMMUNITY SCHOOL CORP 2 READSKIN TRAIL KNOX IN 46534 351137877 501C3 5223 PROGRAM SUPPORT KNOX SOCIETY OF ST VINCENT DE PAUL 406 E WASHINGTON KNOX IN 46534 501C3 6000 GENERAL SUPPORT KNOX WINAMAC COMMUNITY HEALTH CENTERS INC 1002 S EDGEWOOD DR KNOX IN 46534 870778393 501C3 6500 COVID TESTING MAIN STREET UNITED METHODIST CHURCH 81 W MAIN ST PERU IN 46970 350988614 501C3 24426 OPERATING SUPPORT MANCHESTER UNIVERSITY FINANCIAL AID PO BOX 365 NORTH MANCHESTER IN 46962 350868127 501C3 6530 SCHOLARSHIPS MIAMI COUNTY HELPING HANDS 176 N BROADWAY PERU IN 46970 352138549 501C3 30858 OPERATING SUPPORT MIAMI COUNTY HISTORICAL SOCIETY 51 W BROADWAY PERU IN 469702237 311068757 501C3 49973 MAINT./OPERATIONS MIAMI COUNTY YMCA 34 E 6TH ST PERU IN 46970 350893512 501C3 71422 OPERATING/PRESCHOOL NICKEL PLATE TRAIL 940 JEFFERSON ST ROCHESTER IN 46975 542120905 501C3 7000 TRAIL MAINTENANCE NORTH JUDSON - WAYNE TOWNSHIP PUBLIC LIBRARY 208 KELLER AVE NORTH JUDSON IN 46366 351070801 501C3 10467 OPERATING SUPPORT NORTH JUDSON SOCIETY OF ST VINCENT DE PAUL 303 KELLER AVE NORTH JUDSON IN 46366 351570270 501C3 5873 OPER SUPPORT NORTH JUDSON UNITED METHODIST CHURCH 210 W CENTRAL AVE NORTH JUDSON IN 46366 350996114 501C3 12782 GENERAL SUPPORT NORTH JUDSON VOLUNTEER FIRE DEPT 306 JONES ST NORTH JUDSON IN 46366 356001142 GOV 6725 LUCAS DEVICE NORTH MIAMI COMMUNITY SCHOOLS 394 E 900 N DENVER IN 46926 861080830 GOV 5934 BAND DEPARTMENT NORTH MIAMI PRESCHOOL 632 E 900 N DENVER IN 46926 501C3 6493 PRESCHOOL SUPPORT OLE OLSEN MEMORIAL THEATRE INC 154 S BROADWAY PERU IN 46970 310889238 501C3 16565 GENERAL SUPPORT OREGON DAVIS ELEMENTARY SCHOOL 5860 N 750 E HAMLET IN 46532 GOV 11361 SUPPLIES OREGON-DAVIS SCHOOL CORPORATION 5998 N 750 E HAMLET IN 46532 351086955 GOV 11000 STUDENT FEES PARKVIEW UNITED METHODIST CHURCH 1785 S STATE RD 19 PERU IN 46970 351288241 501C3 7757 GENERAL SUPPORT PERU PUBLIC LIBRARY 102 E MAIN ST PERU IN 46970 351098066 501C3 7794 SUPPORT/BOOKS PIKE MEMORIAL PARK TRUSTEES PO BOX 356 AKRON IN 46910 352048554 501C3 6149 OPERATING SUPPORT PIPE CREEK ELEMENTARY 3036 W 400 S PERU IN 46970 GOV 5250 PRESCHOOL SUPPORT PURDUE CHRISTIAN CAMPUS HOUSE 1000 W STATE ST WEST LAFAYETTE IN 47906 277126799 501C3 7681 GENERAL SUPPORT RAILROAD TOWNSHIPSAN PIERRE ALUMNI SCHOLARSHIP FUND INC PO BOX 96 SAN PIERRE IN 46374 461120485 501C3 9672 SCHOLARSHIPS RECOVERY CAFE 715 MAIN ST ROCHESTER IN 46975 854366284 501C3 5250 GENERAL SUPPORT ROCHESTER COMMUNITY SCHOOL CORPORATION PO BOX 108 ROCHESTER IN 46975 356002789 501C3 23300 EDUCATIONAL SUPPORT ROCHESTER DOWNTOWN PARTNERSHIP PO BOX 975 ROCHESTER IN 46975 811960727 501C3 7150 FESTIVAL/SUPPORT ROCHESTER LITTLE LEAGUE PO BOX 265 ROCHESTER IN 46975 356042875 501C3 29250 DUGOUTS SALVATION ARMY-MIAMI COUNTY 5550 PRAIRE STONE PARKWAY HOFFMAN ESTATES IL 60192 362167910 501C3 14648 OPERATING SUPPORT SAN PIERRE VOL FIRE DEPARTMENT PO BOX 143 SAN PIERRE IN 46374 753221141 501C3 24470 EMERGENCY SIREN ST CHARLES BORROMEO CATHOLIC 58 W 5TH ST PERU IN 46970 350992125 55863 OPERATIONS/SCHOL. ST PETER LUTHERAN SCHOOL 810 W TALMER AVE NORTH JUDSON IN 46366 350953457 19763 PRESCHOOL SUPPORT STARKE COUNTY EMERGENCY MANGAGEMENT PO BOX 353 KNOX IN 46534 356000198 GOV 17489 EQUIPMENT STARKE COUNTY HISTORICAL SOCIETY 401 S MAIN ST KNOX IN 46534 341435788 501C3 16929 GENERAL SUPPORT STARKE COUNTY HUMANE SOCIETY 0104 W STATE RD 10 NORTH JUDSON IN 46366 351504717 501C3 11774 GENERAL SUPPORT STARKE COUNTY SCHOLARSHIP FOUND 1892 W 200 S NORTH JUDSON IN 46366 352030996 501C3 11926 SCHOLARSHIPS THE CROSS CHURCH 100 W 3RD ST ROCHESTER IN 46975 19240 MATTHEWS MARKET THE STARKE COUNTY YOUTH CLUB INC PO BOX 442 KNOX IN 46534 352108731 501C3 12444 PROGRAM SUPPORT TIMES THEATER INC PO BOX 168 ROCHESTER IN 46975 812030311 501C3 87000 OPERATING SUPPORT TOWN OF MACY PO BOX 56 MACY IN 46951 820616219 501C3 10000 FIRE STATION PROJECT TOYZ FOR KIDZ 2380 S 450 E KNOX IN 46534 843712201 501C3 7255 CHRISTMAS PROGRAM UNITED MINISTRIES OF FULTON COUNTY PO BOX 531 ROCHESTER IN 46975 351301700 501C3 32787 FOOD PANTRY SUPPORT UNITED WAY OF FULTON COUNTY INC PO BOX 583 ROCHESTER IN 46975 356247727 501C3 21130 OPERATING SUPPORT UNITED WE STAND MINISTRIES PO BOX 173 AKRON IN 46910 300291609 501C3 11667 FOOD PANTRY SUPPORT WOODLAWN FOUNDATION 1400 E 9TH ST ROCHESTER IN 46975 271049823 501C3 15923 GOLF OUTING/SUPPORT 73 9 SCHOLARSHIPS 173 373694 SCHEDULE I, PAGE 1, PART I, LINE 2 WHEN AN ORGANIZATION SUBMITS A GRANT APPLICATION, THE ORGANIZATION MUST COMPLETE A "POST GRANT REPORTING REQUIREMENT" STATEMENT. THIS STATEMENT IS SIGNED BY THE ORGANIZATION'S PRESIDENT/EXECUTIVE DIRECTOR. THE ORGANIZATION MUST AGREE TO THE REPORTING REQUIREMENTS BEFORE THE GRANT FUNDS ARE DISTRIBUTED. WHEN THE GRANT FUNDS ARE AWARDED FOR EQUIPMENT OR A CONSTRUCTION PROJECT, AN ON-SITE VISIT MAY BE CONDUCTED WITH THE GRANTEE. X 4 31505 AVG HIGH/LOW DATE OF GIFT X 1 525000 APPRAISAL false true false FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED AND MAKES A RECOMMENDATION FOR APPROVAL (OR CONDITIONAL APPROVAL PENDING REVISIONS) FOR DISTRIBUTION TO THE FULL BOARD OF DIRECTORS. THE FORM 990 IS THEN MADE AVAILABLE FOR FULL REVIEW BY ANY BOARD MEMBER FOR A REASONABLE PERIOD OF TIME BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE COMMUNITY FOUNDATION HAS A CONFLICT OF INTEREST POLICY THAT IS GIVEN TO ALL VOLUNTEERS AT THE BEGINING OF EVERY YEAR. EACH VOLUNTEER COMPLETES A CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST STATEMENTS ARE KEPT AT THE COMMUNITY FOUNDATION OFFICE AND ARE AVAILABLE UPON REQUEST DURING THE GRANT AND SCHOLARSHIP PROCESS. ADDITIONAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM COMMITTEE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT OF THE COMMUNITY FOUNDATION BOARD OF DIRECTORS DISTRIBUTES AN ANNUAL EVALUATION TO ALL BOARD MEMBERS IN SEPTEMBER. UPON RECEIPT OF THE EVALUATIONS, THE PRESIDENT PREPARES A SUMMARY AND THEN REPORTS BACK TO THE EXECUTIVE COMMITTEE, WHICH THEN MEETS WITH THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT OF THE COMMUNITY FOUNDATION BOARD OF DIRECTORS DISTRIBUTES AN ANNUAL EVALUATION TO ALL BOARD MEMBERS IN SEPTEMBER. UPON RECEIPT OF THE EVALUATIONS, THE PRESIDENT PREPARES A SUMMARY AND THEN REPORTS BACK TO THE EXECUTIVE COMMITTEE, WHICH THEN MEETS WITH THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS OF THE COMMUNITY FOUNDATION ARE AVAILABLE UPON REQUEST. THE DOCUMENTS ARE KEPT AT THE COMMUNITY FOUNDATION OFFICE. ALL CONFLICT OF INTEREST STATEMENTS FROM THE VOLUNTEERS ARE SCANNED AND FILED AT THE OFFICE. THE ANNUAL AUDITS ARE AVAILABLE ON OUR WEBSITE AT WWW.NICF.ORG. OUR GIFT ACCEPTANCE POLICY AND REAL ESTATE POLICY ARE ALSO AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,479 AGENCY FUND REVENUES 432,638 AGENCY FUND EXPENSES 245,945 TOTAL 673,104