2023-11-14T16:43:43-05:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 311170412 HENRY COUNTY COMMUNITY FOUNDATION INC HENR 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 JENNIFER FOX PRESIDENT 7655292235 2023-11-14 true JENNIFER FOX 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-11-14 2022 2023-04-26 12:10:37Z JENNIFER FOX PO BOX 6006 NEW CASTLE IN 47362 8364072 false X WWW.HENRYCOUNTYCF.ORG X 1985 IN THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. 15 15 6 80 43915 1903565 1638515 481428 525981 2767225 622573 8149 43915 5160367 2830984 1675770 1551560 0 263270 329138 0 228225 1036748 1071486 2975788 2952184 2184579 -121200 57391298 49096211 1703350 1408853 55687948 47687358 X THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. false false 1730973 1551560 525981 THE FOUNDATION IS DEDICATED TO EDUCATING, COMMUNICATING AND CELEBRATING COMMUNITY SPIRIT THROUGH THE GENEROSITY OF OUR DONORS. IN 2022, 319 SCHOLARSHIPS WERE AWARDED ALONG WITH GRANTS TO MANY NOT-FOR-PROFITS. THE PURPOSE OF THE GRANTS INCLUDES ARTS/CULTURE, EDUCATION, HEALTH, ENVIRONMENT, HUMAN SERVICES, COMMUNITY DEVELOPMENT AND YOUTH. 1730973 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 4 0 true 6 true true true false false false false false 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 false false IN X X THE ORGANIZATION 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 JON MADISON CHAIR 1.00 X X 0 0 0 CARRIE BARRETT VICE CHAIR 1.00 X X 0 0 0 DEBI WARE TREASURER 1.00 X X 0 0 0 SUSAN FALCK-NEAL ADVISOR 1.00 X X 0 0 0 MIKE BROYLES DIRECTOR 1.00 X 0 0 0 DARIN BROWN DIRECTOR 1.00 X 0 0 0 TODD EVERSOLE DIRECTOR 1.00 X 0 0 0 JERRY CASH DIRECTOR 1.00 X 0 0 0 NANCY LEWIS DIRECTOR 1.00 X 0 0 0 MARK TAYLOR DIRECTOR 1.00 X 0 0 0 JOHN PIDGEON DIRECTOR 1.00 X 0 0 0 FORREST PLANK DIRECTOR 1.00 X 0 0 0 KYLE SIEWERT DIRECTOR 1.00 X 0 0 0 MARIBETH TAYLOR DIRECTOR 1.00 X 0 0 0 CHARLES WILLIS DIRECTOR 1.00 X 0 0 0 JENNIFER FOX PRESIDENT 40.00 X 90121 0 0 90121 false false false 1638515 125025 1638515 ADMINISTRATIVE FEES 561000 525981 525981 525981 588535 588535 5567126 5533088 34038 34038 34038 FEG II 900099 45729 45729 FEG I 525990 9917 9917 TRUEBRIDGE V 525990 424 424 -12155 -12155 43915 2830984 525981 43915 622573 1026368 1026368 525192 525192 90207 29740 31542 28925 193205 63786 67652 61767 24506 8087 8577 7842 21220 7003 7427 6790 525981 525981 15676 15676 267940 267940 13328 4398 4665 4265 15397 5082 5386 4929 46315 15284 16210 14821 38205 12607 13372 12226 1486 490 520 476 8661 2858 3031 2772 27551 9092 9643 8816 9319 3075 3262 2982 FUNDRAISING 60549 60549 STRATEGIC PLANNING 26754 8829 9364 8561 LILLY 9012 7329 879 804 MEMBERSHIPS AND DUES 5312 1753 1859 1700 2952184 1730973 992986 228225 100 100 2816871 2017127 11574 11574 41581 39696 994708 331745 403672 662963 54111417 46354609 6083 6379 3763 57391298 49096211 28985 17818 2872 8392 1671493 1382643 1703350 1408853 X 1122046 1112663 54565902 46574695 55687948 47687358 57391298 49096211 X -121200 -8092772 213382 X false true X true false X 3782663 3007406 1364663 1903565 1638515 11696812 3782663 3007406 1364663 1903565 1638515 11696812 4951001 6745811 603040 729824 -57383 592507 632450 2500438 3149 42915 46064 13653 5550 1250 20453 14263767 2372776 0.47290 0.44150 X PART II, LINE 10 MISCELLANEOUS 20,453 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 162055 117633 1944970 true true 53135068 1354607 -7380350 1365262 32609 525196 45186258 45472090 1674279 7913609 1292925 151753 480232 53135068 42236733 414421 4442979 758405 620555 243083 45472090 35049910 2815160 5911980 1065107 35845 439365 42236733 36710324 2331139 -1822879 1104134 674050 390490 35049910 0.00450 0.73990 0.25560 false false 152514 152514 729919 257362 472557 112275 74383 37892 662963 AGENCY FUNDS 939671 ANNUITY RESERVES 436744 RIGHT OF USE LIABILITY 3763 CAPITAL LEASE 2465 1382643 X -5354791 -8092772 35392 -8057380 2702589 267940 -139545 128395 2830984 2645799 2645799 267940 38445 306385 2952184 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. 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 AGREEMENT 35,392 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -139,545 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 38,445 true AMERICAN RED CROSS 1510 N MERIDIAN ST INDIANAPOLIS IN 46202 530196605 501C3 8504 SOCIAL SERVICE ART ASSOCIATION OF HENRY COUNTY 218 S 15TH ST NEW CASTLE IN 47362 351632891 501C3 43537 OPERATING SUPPORT CHICAGO CORNER CHURCH 8405 E SR 38 NEW CASTLE IN 47362 351532038 501C3 8796 OPERATING SUPPORT FIRST CHRISTIAN CHURCH 2000 BUNDY AVE NEW CASTLE IN 47362 350942624 501C3 9000 OPERATING SUPPORT FIRST FRIENDS MEETING 503 S MAIN ST NEW CASTLE IN 47362 356023855 501C3 14956 OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH PO BOX 491 NEW CASTLE IN 47362 351479466 501C3 8368 OPERATING SUPPORT FIRST UNITED METHODIST CHURCH 1324 CHURCH ST NEW CASTLE IN 47362 350933547 501C3 20239 OPERATING SUPPORT GOD'S GRAIN BIN 1623 VINE STREET NEW CASTLE IN 47362 743243177 501C3 34000 PUBLIC SERVICE GRACE UNITED METHODIST CHURCH 1300 E ADAMS DR FRANKLIN IN 46131 351041916 501C3 60000 OPERATING SUPPORT GUYER OPERA HOUSE 110 W MAIN ST LEWISVILLE IN 47352 310896403 501C3 20036 OPERATING SUPPORT HEALTHY COMMUNITIES OF HENRY COUNTY PO BOX 921 NEW CASTLE IN 47362 351887164 501C3 27448 TRAIL DEVELOPMENT HENRY COUNTY CANCER SOCIETY 2461 N WEST RAINTREE DR NEW CASTLE IN 47362 871729334 501C3 26232 HEALTH HENRY COUNTY EXPO CENTER PO BOX 137 NEW CASTLE IN 47362 824581011 501C3 50000 BUILDING PROJECT HENRY COUNTY HEART SOCIETY 1000 N 16TH ST NEW CASTLE IN 47362 351405253 501C3 15444 OPERATING SUPPORT HENRY COUNTY HIGHWAY DEPARTMENT 202 WEST COUNTY RD 50 NORTH NEW CASTLE IN 47362 GOV 15000 ROAD IMPROVEMENTS HENRY COUNTY HISTORICAL SOCIETY 606 S 14TH ST NEW CASTLE IN 47362 237226249 501C3 8020 OPERATING SUPPORT HENRY COUNTY HOSPITAL FOUNDATION 1000 N 16TH ST NEW CASTLE IN 47362 356042246 501C3 16801 OPERATING SUPPORT HENRY COUNTY YMCA 300 WITTENBRAKER AVE NEW CASTLE IN 47362 350873347 501C3 43008 RECREATION/OPER. HONEY CREEK UNITED METHODIST CHURCH PO BOX 39 MIDDLETOWN IN 47356 351699711 501C3 25965 OPERATING SUPPORT HOOSIER GYM COMMUNITY CENTER 355 N WASHINGTON ST KNIGHTSTOWN IN 46148 351891029 501C3 21235 OPERATING SUPPORT KENNARD KRUSADERS 201 W MARTINDALE ST PO BOX 213 KENNARD IN 47351 843748105 501C3 7020 OPERATING SUPPORT MIDDLETOWN-FALL CREEK TWP HISTORICAL SOCIETY 559 LOCUST ST PO BOX 63 MIDDLETOWN IN 47356 351688257 501C3 5146 OPERATING SUPPORT MOORELAND FIRE DEPT PO BOX 184 101 SOUTH CORY ST MOORELAND IN 47360 351451425 GOV 21328 OPERATING SUPPORT MOORELAND POLICE DEPT PO BOX 96 MOORELAND IN 47360 351140645 501C3 13721 PUBLIC SUPPORT NEW CASTLE COMMUNITY SCHOOL CORP 322 ELLIOTT AVE NEW CASTLE IN 47362 356002688 GOV 91627 PLAYGROUNDS & MAINT. NEW CASTLE EMS 1315 I AVE NEW CASTLE IN 47362 356001134 GOV 13718 OPERATING SUPPORT NEW CASTLE EVENING KIWANIS PO BOX 93 NEW CASTLE IN 47362 356072039 501C3 5650 OPERATING SUPPORT NEW CASTLE F & AM LODGE 91 PO BOX 381 NEW CASTLE IN 47362 611504723 501C8 14800 OPERATING SUPPORT NEW CASTLE GIRLS YOUTH SOFTBALL LEAGUE PO BOX 110 NEW CASTLE IN 47362 311113220 501C3 9735 DUGOUT PROJECT NEW CASTLE HENRY COUNTY HUMANE SOCIETY 11 MIDWAY DR NEW CASTLE IN 47362 237070762 501C3 5155 PUBLIC SUPPORT NEW CASTLE HENRY COUNTY YOUTH BASEBALL LEAGUE INC 3773 S TIMOTHY LN NEW CASTLE IN 47362 356079860 501C3 8045 PUBLIC SUPPORT NEW CASTLE MAIN STREET INC 1090 W CR 100 S NEW CASTLE IN 47362 472371890 501C3 60000 OPERATING SUPPORT NEW CASTLE-HENRY COUNTY PUBLIC LIBRARY PO BOX J 376 S 15TH ST NEW CASTLE IN 47362 356001959 501C3 11880 OPERATING SUPPORT RAINTREE HABITAT FOR HUMANITY PO BOX 6024 NEW CASTLE IN 47362 351825323 501C3 12639 OPERATING SUPPORT SALVATION ARMY PO BOX 571 2500 WASHINGTON ST NEW CASTLE IN 47362 350868167 501C3 6556 OPERATING SUPPORT SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 N OLD SR 3 MUNCIE IN 47303 311111795 510C3 10000 FOOD SUPPORT SECRET FAMILIES OF HENRY CO PO BOX 12 MT SUMMIT IN 47361 271126773 501C3 5225 CHRISTMAS SEASON SERVANTS AT WORK INC 1173 CLINTON ST NOBLESVILLE IN 46060 453825509 501C3 9000 RAMP PROJECT SHENANDOAH GIRLS SOFTBALL INC 499 N 12TH ST MIDDLETOWN IN 47356 351858539 501C3 12000 PUBLIC SUPPORT SPICELAND PRESERVATION AND TOURISM SOCIETY PO BOX 453 SPICELAND IN 47385 382022394 501C3 10953 OPERATING SUPPORT THE GUEST HOUSE INC 1407 WALNUT ST NEW CASLTE IN 47362 901004777 501C3 12000 OPERATING SUPPORT TOWN OF SPICELAND PO BOX 386 SPICELAND IN 47385 356001205 GOV 5617 DESIGNATED DISTRIB. WESTMINSTER COMMUNITY CENTER 2600 C AVE NEW CASTLE IN 47362 351046716 501C3 10456 OPERATING SUPPORT WILBUR WRIGHT ELEMENTARY SCHOOL 1950 WASHINGTON STREET NEW CASTLE IN 47362 356002688 501C3 23724 EDUCATION YOUNG LIFE OF HENRY COUNTY 2805 HILLCREST DR NEW CASTLE IN 47362 840385934 501C3 5945 OPERATING SUPPORT 44 1 SCHOLARSHIPS 319 525192 SCHEDULE I, PAGE 1, PART I, LINE 2 THE GRANT APPLICATION PROCESS STARTS WITH A WORKSHOP THAT MUST BE ATTENDED BY ONE PERSON FROM EACH ORGANIZATION OR AGENCY APPLYING FOR A GRANT. THIS IS FOLLOWED BY A GRANT APPLICATION PROCESS. AFTER THE GRANT APPLICATIONS ARE RECEIVED, THEY ARE TURNED OVER TO A MEMBER OF THE GRANTS COMMITTEE WHO DOES A SITE VISIT TO SEE THE ORGANIZATION AND/OR PROGRAM AND TO SPEAK TO THE PERSON IN CHARGE AS TO THE GRANT. THIS COMMITTEE MEMBER THEN MEETS WITH THE TOTAL GRANT COMMITTEE AND MAKES RECOMMEDATIONS FOR THE GRANT OR REASONS THE GRANT IS NOT WORTHY OF RECOMMENDATION. THE COMMITTEE THEN VOTES AND THOSE RECOMMENDATIONS ARE TAKEN TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. X 3 125025 AVG HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. FORM 990, PAGE 6, PART VI, LINE 11B AUDITED FINANCIAL STATEMENTS ARE REVIEWED WITH THE GOVERNING BOARD AND THE AUDITOR. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE AT MONTHLY BOARD MEETINGS AS PART OF THE AGENDA. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR IS GOVERNED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE PRESIDENT PERFORMS THE REVIEW FOR ALL OTHER FOUNDATION PERSONNEL ON AN ANNUAL BASIS PRIOR TO ANNUAL AUDIT. FORM 990, PAGE 6, PART VI, LINE 19 HENRY COUNTY COMMUNITY FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 35,392 AGENCY FUND REVENUE 139,545 AGENCY FUND EXPENSES 38,445 TOTAL 213,382