2023-08-21T17:49:47-04:00 2022-12-31 522127371 HAINES ISENBARGER & SKIBA LLC 4630 W JEFFERSON BLVD 8 FORT WAYNE IN 46804 990 2022-01-01 351119450 COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC COMM 2604264083 555 E WAYNE STREET FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & CEO 2604264083 2023-08-10 true BRADLEY LITTLE 999009999 true CASSIE J DUNN P02181011 2604369500 2023-08-14 2022 2023-04-26 12:10:37Z R BRADLEY LITTLE 555 E WAYNE ST FORT WAYNE IN 46802 33963804 false X WWW.CFGFW.ORG X 1922 IN TO IMPROVE THE QUALITY OF LIFE BY BUILDING PERMANENT ENDOWMENTS, PROMOTING EFFECTIVE GRANTMAKING, FOSTERING PHILANTHROPY, STIMULATING COMMUNITY DIALOGUE, AND HELPING DONORS ACHIEVE THEIR CHARITABLE GOALS. 17 16 21 87 0 15059445 8042177 0 9604410 7288792 -45916 -1865787 24617939 13465182 8092155 9273220 0 1248209 1503420 0 405456 913255 1346876 10253619 12123516 14364320 1341666 220674708 190965562 11797414 10541598 208877294 180423964 TO IMPROVE THE QUALITY OF LIFE BY BUILDING PERMANENT ENDOWMENTS, PROMOTING EFFECTIVE GRANTMAKING, FOSTERING PHILANTHROPY, STIMULATING COMMUNITY DIALOGUE, AND HELPING DONORS ACHIEVE THEIR CHARITABLE GOALS. false false 9481071 9273220 THE COMMUNITY FOUNDATION GIVES GRANTS TO NONPROFITS FOR A VARIETY OF CHARITABLE PURPOSES IN GREATER FORT WAYNE AND ACROSS THE UNITED STATES. THESE GRANTS HELP TO ADDRESS A VARIETY OF NEEDS FROM THE DAY TO DAY OPERATIONS OF NONPROFITS TO ADDRESSING PRESSING SOCIAL ISSUES. THE GRANTMAKING PROGRAM INCLUDES AWARDING SCHOLARSHIPS TO STUDENTS FURTHERING THEIR EDUCATION. 479592 THE COMMUNITY FOUNDATION PROVIDES LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND IMPROVE QUALITY OF LIFE IN ALLEN COUNTY. THE COMMUNITY FOUNDATION ACCOMPLISHES THIS BY BEING A COMMUNITY PARTNER IN PURSING THE COMMUNITYS GREATEST OPPORTUNITIES AND ADDRESSING OUR MOST CRITICAL CHALLENGES. 111076 THE COMMUNITY FOUNDATION MANAGES CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO HELP THEM MAKE THEIR CHARITABLE GIVING MORE IMPACTFUL IN THE AREAS THAT MATTER MOST TO THEM. THIS PROGRAM ALSO HELPS PEOPLE TO CONSIDER THEIR LEGACY AND HOW IT WILL LIVE ON AND CONTINUE TO IMPROVE THE QUALITY OF LIFE IN ALLEN COUNTY FOR FUTURE GENERATIONS. 10071739 true true false false false true false false false true true true false false true true false true false false false false false false false false false true true true false false false false false true false false true false false false false true true false false false true 45 0 true 21 true false false false false false true true false false false false false false false false false X 17 16 true false false false false false false true true false false true true true true true true true true false IN X X R BRADLEY LITTLE 2604264083 555 E WAYNE ST FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & 40.00 3.00 X 204744 0 29644 HEIDI LUDWIG COO 40.00 X 140404 0 24678 ALISON GERARDOT CHIEF IMPACT 40.00 X 97761 0 20213 HEATHER SCHOEGLER BOARD CHAIR 1.00 3.00 X X 0 0 0 RONALD MENZE VICE CHAIR 1.00 3.00 X X 0 0 0 CHRISTINE BOLES SECRETARY 1.00 3.00 X X 0 0 0 ROBERT FRANCIS SECRETARY PA 1.00 3.00 X X 0 0 0 ROBERT SLUSSER TREASURER 1.00 3.00 X X 0 0 0 ROBERT PATRICK TREASURER PA 1.00 3.00 X X 0 0 0 PAUL O SAUERTEIG DIRECTOR 1.00 X 0 0 0 TODD JACOBS DIRECTOR 1.00 X 0 0 0 GARY SHEARER DIRECTOR 1.00 X 0 0 0 DENITA WASHINGTON DIRECTOR 1.00 X 0 0 0 SUSAN WESNER DIRECTOR 1.00 X 0 0 0 DOUG WOOD DIRECTOR 1.00 3.00 X 0 0 0 CINDY GOODMAN DIRECTOR 1.00 X 0 0 0 EDMOND O'NEAL DIRECTOR 1.00 X 0 0 0 DAMIAN GOSHEFF DIRECTOR 1.00 X 0 0 0 SHELLEY WALKER DIRECTOR 1.00 X 0 0 0 SHERRY EARLY DIRECTOR 1.00 3.00 X 0 0 0 JIM COOK DIRECTOR 1.00 X 0 0 0 STEPHANIE CRANDALL DIRECTOR 1.00 X 0 0 0 442909 74535 2 false true false MASON INVESTMENT ADVISORY SERVICES 11130 SUNRISE VALLEY DR STE 200 RESTON VA 20191 INV. 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AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) AND SECTION 509(A)(3), RESPECTIVELY, OF THE IRC AND SIMILAR PROVISIONS OF STATE LAW. HOWEVER, THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED, MEASURED OR DISCLOSED IN THE COMBINED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. 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CERTAIN GRANTS TO ORGANIZATIONS REQUIRE SIGNED GRANT AGREEMENTS AS WELL AS PERIODIC REPORTS AND/OR FIELD INVESTIGATIONS PRIOR TO INITIAL AND/OR FUTURE PAYMENTS. CERTAIN GRANTS AWARDED TO INDIVIDUALS REQUIRE MONITORING THE USE OF GRANT FUNDS BY OBTAINING A REPORT OF A RECIPIENT'S WORK FOR EACH ACADEMIC PERIOD. THE ORGANIZATION RESERVES THE RIGHT TO CANCEL OR RESCIND ITS GRANT SUPPORT AT ANY TIME SHOULD THERE BE A SUBSTANTIAL CHANGE AFFECTING THE RECIPIENT ORGANIZATION OR INDIVIDUAL. X X false false false false false false false false false R BRADLEY LITTLE PRESIDENT & CEO 204744 6298 23346 234388 HEIDI LUDWIG COO 140404 4409 20269 165082 GARY SHEARER DIRECTOR 148090 HEALTH INS PROVIDER false SCHEDULE L, PART V GARY SHEARER IS THE PRESIDENT AND CEO OF PHP OF NORTHERN INDIANA, INC., WHICH PROVIDES HEALTH INSURANCE COVERAGE TO EMPLOYEES OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE. X 19 1660000 FAIR MARKET VALUE X COMPUTER EQUIP 1 1045 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PAGE 1, PART I, LINE 6 THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE IS FORTUNATE TO HAVE A WIDE GROUP OF PROFESSIONALS DEDICATED TO SERVING AS VOLUNTEERS FOR THE ORGANIZATION. VOLUNTEER OPPORTUNITIES RANGE FROM SERVING ON THE BOARD OF DIRECTORS TO VARIOUS COMMITTEE POSITIONS INCLUDING GRANT REVIEW, TECHNOLOGY GRANT ADVISORS, SCHOLARSHIP SELECTION, AND INVESTMENT, AUDIT, AND PERSONNEL COMMITTEES. EACH OF THE COMMITTEES PROVIDES THE ORGANIZATION WITH VALUABLE ADVICE AND GUIDANCE WHICH AIDS THE ORGANIZATION IN MEETING ITS MISSION IN AN EFFICIENT AND EFFECTIVE MANNER. THE ORGANIZATION ESTIMATES THAT 87 VOLUNTEERS PROVIDE OVER 1,000 HOURS PER YEAR IN DONATED SERVICE OF TIME TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 2 GARY SHEARER CHRISTINE BOLES DIRECTOR DIRECTOR BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S OFFICERS AND DIRECTORS WERE PROVIDED A COPY OF THE ORGANIZATION'S FINAL FORM 990, INCLUDING REQUIRED SCHEDULES, ON AUGUST 10, 2023 AS ULTIMATELY FILED WITH THE IRS. PRIOR TO DISTRIBUTION TO OFFICERS AND DIRECTORS, MANAGEMENT AND THE AUDIT COMMITTEE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE REVIEWED THE FORM 990 AT A MEETING HELD ON JULY 26, 2023. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY, AND AS INFORMATION CHANGES, DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY COMPLETING AND SIGNING A STATEMENT OF AFFIRMATION AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE INFORMATION IS SUMMARIZED IN A SPREADSHEET AND DISTRIBUTED TO THE ORGANIZATION'S BOARD PRESIDENT PRIOR TO BOARD MEETINGS. DURING BOARD MEETINGS, ANY POSSIBLE CONFLICTS ARE DISCLOSED BEFORE DISCUSSION BEGINS AND THE MINUTES OF THE MEETING REFLECT ANY DISCLOSURE. AFTER ACKNOWLEDGING THE POTENTIAL CONFLICT, THE INTERESTED PERSON MAY BRIEFLY ADDRESS THE OTHER MEMBERS REGARDING THE MATTER. THE KNOWLEDGE ON THE ISSUE MAY BE OF ASSISTANCE TO THE OTHER MEMBERS IN REACHING THEIR DECISIONS. THE INTERESTED PERSON, HOWEVER, WILL ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT & CEO INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE BOARD PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF OFFICERS OF THE CORPORATION, OTHER THAN THE PRESIDENT & CEO, INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE PRESIDENT & CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE, AND BY PROVIDING COPIES UPON REQUEST OR INSPECTION AT THE OFFICE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE. 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