2023-09-12T09:53:54-04:00 2022-12-31 463979441 TURPEN & DECKARD LLC 1509 J ST BEDFORD IN 47421 990 2022-01-01 351889139 COMMUNITY FOUNDATION PARTNERSHIP INC COMM 8122792215 PO BOX 1235 BEDFORD IN 47421 ESPERANZA FLORES CEO 8122792215 2023-08-30 true ESPERANZA FLORES 999009999 true DEBRA S DECKARD CPA P00128353 8122754444 2023-08-29 2022 2023-04-26 12:10:37Z LAWRENCE MARTIN CO COMM FOUNDATIONS ESPERANZA FLORES PO BOX 1235 PO BOX 1235 BEDFORD IN 47421 3170654 false X CFPARTNER.ORG X 1993 IN TO IMPROVE THE QUALITY OF LIFE BY PROVIDING PHILANTHROPIC LEADERSHIP AND BUILDING PERMANENT ENDOWMENTS THAT ENABLE DONORS TO MAKE LASTING INVESTMENTS IN LAWRENCE AND MARTIN COUNTIES. 7 7 5 85 0 1624343 1609654 852368 473955 998319 1087045 0 3475030 3170654 1801796 1358620 0 269852 346301 0 56878 552751 605585 2624399 2310506 850631 860148 29604980 26878351 546503 436971 29058477 26441380 TO IMPROVE THE QUALITY OF LIFE BY PROVIDING PHILANTHROPIC LEADERSHIP AND BUILDING PERMANENT ENDOWMENTS THAT ENABLE DONORS TO MAKE LASTING INVESTMENTS IN LAWRENCE AND MARTIN COUNTIES. false false 1999245 1223671 THE CENTRAL PURPOSE OF CFP IS TO SERVE THE NEEDS AND PHILANTHROPIC AIMS OF DONORS WHO WISH TO BETTER THEIR COMMUNITY, NOW AND IN THE FUTURE. WE DO THIS BY PROVIDING DONORS WITH FLEXIBLE, EFFICIENT, AND TAX-EFFECTIVE WAYS TO ENSURE CHARITABLE GIVING ACHIEVES THE GREATEST POSSIBLE IMPACT. THE FOUNDATION PROVIDES SCHOLARSHIPS FOR STUDENTS AND AWARD PROJECTS AND PROGRAM GRANTS TO VARIOUS 501(C)3 ENTITIES. 142825 134949 THE FOUNDATION IN CONJUNCTION WITH THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP PROGRAM PROMOTES THE SCHOLARSHIP WITHIN LAWRENCE AND MARTIN COUNTIES. THE FOUNDATION RECEIVES FUNDS ANNUALLY FROM LILLY ENDOWMENT INC. FOR THE PROMOTION. THE PROMOTION CONSISTS OF ADVERTISING, PERFORMING THE SELECTION PROCESS, RECOMMENDING, AND THEN AWARDING THE LILLY SCHOLARSHIP PROGRAM WITHIN LAWRENCE AND MARTIN COUNTIES. 11020 THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS AND EVENTS FOR THE COMMUNITY, AND ADVISORS. THE FOUNDATION THROUGH PRINTED NEWSPAPER ADVERTISEMENTS, WEBSITE AND PUBLICATIONS PROVIDES PRINTABLE RESOURCES TO THE GENERAL PUBLIC. 2153090 true true false false false true false false true true true false false false false 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 5 0 true 5 true false false false false false false false false false false false false false X 7 7 false false false false false false false true true false true true true true true true true true true false false IN X X LISA STARR 8122792215 PO BOX 1235 BEDFORD IN 47421 ESPERANZA FLORES CEO 40.00 X 107016 0 3278 ANNIE BULLOCK PRESIDENT 1.00 X X 0 0 0 SHEA HOOTEN TREASURER 1.00 X X 0 0 0 ALAN LAGREE EX-OFFICIO 1.00 X X 0 0 0 BRENT MAUDLIN SECRETARY 1.00 X X 0 0 0 PAULA RINGWALD VICE-PRESIDE 1.00 X X 0 0 0 ANGIE RISACHER BOARD 1.00 X 0 0 0 GARRY SMITH BOARD 1.00 X 0 0 0 107016 3278 1 false false false 1609654 202293 1609654 MANAGEMENT FEES 382343 382343 OTHER 91612 91612 473955 596689 21 596668 490356 490356 490356 490356 3170654 473976 1087024 1223671 1223671 134949 134949 110294 71691 22059 16544 202726 131772 40545 30409 8372 5442 1674 1256 966 628 193 145 23943 15563 4789 3591 5938 5938 101844 91660 10184 12116 7876 2423 1817 2151 1399 537 215 45631 36506 9125 3188 3188 707 707 17594 15835 1759 MANAGEMENT FEES 382343 382343 INFO SUPPORT 13447 8740 3362 1345 EVENTS 5082 5082 INVESTMENT MNGT FEES 4346 2824 1087 435 11198 7276 2801 1121 2310506 2153090 100538 56878 48391 100 1086313 1257328 3580 2414 921024 73518 865201 847506 27545701 24747978 55794 23025 29604980 26878351 17436 18123 60867 10919 468200 407929 546503 436971 X 2139257 2059885 26919220 24381495 29058477 26441380 29604980 26878351 X 860148 -3537514 60269 X false true X true false X 5684425 1788462 3093166 1624343 1609654 13800050 5684425 1788462 3093166 1624343 1609654 13800050 5955774 7844276 798235 881534 591365 591781 596668 3459583 17259633 2225645 0.45450 0.42940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 2665 9333 473646 true true false true X 26537902 938231 -2351252 635195 101845 381279 24006562 23079672 460004 3945473 502498 103291 341458 26537902 21025021 1805606 1033069 390809 90236 302979 23079672 17489884 1235021 3064870 407777 87167 269812 21025021 13608898 5111699 -613817 337153 71720 208023 17489884 1.00000 false false 920374 73518 846856 846856 X -366860 -3537514 -3537514 3170654 3170654 2310506 2310506 2310506 SCHEDULE D, PAGE 2, PART IV, LINE 2B ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON PERMANENT FUNDS IS USED TO SUPPORT NUMEROUS COMMUNITY CHARITIES. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES WAS MADE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THERE WAS NO UNRELATED BUSINESS INCOME FOR 2022 OR 2021. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRES CFP TO EXAMINE ITS TAX POSITIONS FOR CERTAIN UNCERTAIN TAX POSITIONS. CFP IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAX AUTHORITIES. CFP'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, AND TOTALED 0 AND 0 RESPECTIVELY, FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE FOUNDATION FILES EXEMPT ORGANIZATION RETURNS WITH THE U.S. FEDERAL AND INDIANA JURISDICTIONS. THE FOUNDATION'S RETURNS PRIOR TO 2019 ARE CLOSED. TAX YEARS 2020, 2021 AND 2022 ARE OPEN UNDER THE STATUTE OF LIMITATIONS AND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND INDIANA DEPARTMENT OF REVENUE. SCHEDULE D, PAGE 4, PART XI, LINE 4B FASB 136 ADJUSTMENTS (INC) 0 LEI UNMATCHED CHANGE 0 SCHEDULE D, PAGE 4, PART XII, LINE 4B FASB 136 ADJUSTMENTS (DEC) 0 OTHER 0 true BNL SCHOLARSHIP FOUNDATION BNL SCHOLARSHIP FOUNDATION PO BOX 729 PO BOX 729 BEDFORD IN 47421 356089192 3 30066 EDUCATIONAL BNLHS BAND & MUSIC BOOSTERS BNLHS BAND & MUSIC BOOSTERS PO BOX 351 PO BOX 351 BEDFORD IN 47421 351967744 3 10000 EDUCATIONAL BOYS AND GIRLS CLUB OF LAWRENCE CO BOYS AND GIRLS CLUB OF LAWRENCE CO 2009 19TH STREET 2009 19TH STREET BEDFORD IN 47421 350759844 3 32863 CHARITABLE EDUCATION CATHOLIC CHARITIES CATHOLIC CHARITIES 803 MONROE STREET 803 MONROE STREET BLOOMINGTON IN 47404 350867980 3 6913 CHARITABLE CITY OF LOOGOOTEE CITY OF LOOGOOTEE 401 N JFK AVE LOOGOOTEE IN 401 N JFK AVE LOOGOOTEE IN 47553 356001095 GOV 5300 CHARITABLE CITY OF LOOGOOTEE PARKS & REC CITY OF LOOGOOTEE PARKS & REC 401 JFK AVE 401 JFK AVE LOOGOOTEE IN 47553 356001095 GOV 152774 EDUCATIONAL DAVIESS-MARTIN CO PARKS & RECREATIO DAV-MARTIN CO PARKS & REC PO BOX 245 PO BOX 245 LOOGOOTEE IN 47553 352428259 GOV 7500 CHARITABLE FIRST CHRISTIAN CHURCH OF BEDFORD FIRST CHRISTIAN CHURCH OF BEDFORD 1101 15TH STREET 1101 15TH STREET BEDFORD IN 47421 350886822 3 7248 CHARITABLE GOODWILL CEMETERY ASSOCIATION GOODWILL CEMETERY ASSOCIATION 208 W MAIN ST 208 W MAIN ST LOOGOOTEE IN 47553 350902140 13 14356 CHARITABLE GREEN HILL CEMETERY ASSOCIATION GREEN HILL CEMETERY ASSOCIATION 1202 18TH STREET 1202 18TH STREET BEDFORD IN 47421 13 6300 CHARITABLE HOOSIER HILLS FOOD BANK HOOSIER HILLS FOOD BANK 2333 W INDUSTRIAL PARK 2333 W INDUSTRIAL PARK BLOOMINGTON IN 47404 311051402 3 9500 CHARITABLE INDIANA UNIVERSITY IU 107 S INDIANA AVENUE 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 GOV 11752 EDUCATIONAL INDIANA UNIVERSITY HEALTH FOUNDATIO INDIANA UNIVERSITY HEALTH FOUNDATIO 1633 N CAPITAL AVENUE SUITE 1200 1633 N CAPITAL AVENUE SUITE 1200 INDIANAPOLIS IN 46202 356043086 3 10000 CHARITABLE LAWRENCE COUNTY 4H COUNCIL LAWRENCE COUNTY 4H COUNCIL 924 16TH STREET 924 16TH ST BEDFORD IN 47421 061690303 3 5070 CHARITABLE LCHGS LCHGS 929 15TH STREET 929 15TH STREET BEDFORD IN 47421 351546346 3 8297 CHARITABLE EDUCATION LIONS CLUB OF BEDFORD LIONS CLUB OF BEDFORD 225 MAPLE RUN ESTATES 225 MAPLE RUN ESTATES SPRINGVILLE IN 47462 351115492 3 6078 CHARITABLE LOOGOOTEE COMM SCHOOL CORP LOOGOOTEE COMM SCHOOL CORP 201 BROOKS AVENUE 201 BROOKS AVENUE LOOGOOTEE IN 47553 351114047 GOV 17140 CHARITABLE EDUCATION LOOGOOTEE UNITED METHODIST CHURCH LOOGOOTEE UNITED METHODIST CHURCH 208 W MAIN ST 208 W MAIN ST LOOGOOTEE IN 47553 351012484 3 68759 CHARITABLE MARSHALL TOWNSHIP TRUSTEE MARSHALL TOWNSHIP TRUSTEE PO BOX 275 PO BOX 275 AVOCA IN 47420 351761560 GOV 128125 CHARITABLE MARTIN CO HISTORICAL SOCIETY MARTIN COUNTY HISTORICAL SOCIETY 220 CAPITOL AVE 220 CAPITAL AVE PO BOX 564 SHOALS IN 47581 356069106 3 14944 CHARITABLE MARTIN CO TREASURER FOR SHERIFF OFC MARTIN CO TREASURER FOR SHERIFF OFC 129 MAIN STREET PO BOX 359 SHOALS IN 47581 356000174 GOV 25000 CHARITABLE MARTIN COUNTY ALLIANCE FOR ECONOMIC MARTIN COUNTY ALLIANCE FOR ECONOMIC 2664 US HIGHWAY 50 2664 US HIGHWAY 50 LOOGOOTEE IN 47553 263716329 3 5500 EDUCATIONAL MARTIN COUNTY SOLID WASTE MARTIN COUNTY SOLID WASTE 500 INDUSTRIAL PARK DR PO BOX 343 LOOGOOTEE IN 47553 351849196 GOV 35000 CHARITABLE MITCHELL COMM SCHOOLS SCHOLARS MITCHELL COMMUNITY SCHOOLS PO BOX 585 PO BOX 585 MITCHELL IN 47446 411643407 GOV 52808 EDUCATIONAL NORTH LAW COMM SCHOOL CORP NORTH LAWRENCE COMMUITY SCHOOL CORP PO BOX 729 STARS BLVD BEDFORD IN 47421 351105404 GOV 44600 EDUCATIONAL SHAWSWICK TOWNSHIP TRUSTEE SHAWSWICK TOWNSHIP TRUSTEE 1212 I ST 1212 I STREET BEDFORD IN 47421 356003756 GOV 10000 CHARITABLE SHOALS COMMUNITY SCHOOLS SHOALS COMMUNITY SCHOOLS 11741 IRONTON RD 11741 IRONTON RD SHOALS IN 47581 351648180 3 52771 EDUCATIONAL SHOALS UNITED METHODIST CHURCH SHOALS UNITED METHODIST CHURCH 502 W MAIN 502 W MAIN SHOALS IN 47581 351579682 3 66759 CHARITABLE SPRINGVILLE COMMUNITY ASSOCIATION SPRINGVILLE COMMUNITY ASSOCIATION PO BOX 31 PO BOX 31 SPRINGVILLE IN 47462 465635005 3 28948 CHARITABLE ST JOHN CATHOLIC CHURCH ST JOHN CATHOLIC CHURCH 408 CHURCH ST 408 CHURCH ST LOOGOOTEE IN 47581 350886829 3 6920 CHARITABLE ST VINCENT DEPAUL SOCIETY OF ST JOH ST VINCENT DEPAUL SOCIETY OF ST JOH PO BOX 195 PO BOX 195 LOOGOOTEE IN 47553 351525711 3 6882 CHARITABLE STONE CITY ALLIANCE FOR RECOVERY & STONE CITY ALLIANCE FOR RECEOVERY & PO BOX 430 PO BOX 430 BEDFORD IN 47421 844286842 3 56280 EDUCATIONAL TOWN OF SHOALS TOWN OF SHOALS PO BOX 1078 PO BOX 1078 SHOALS IN 47581 356001199 GOV 137000 CHARITABLE TRANSFORM CONSULTING GROUP TRANSFORM CONSULTING GROUP 144 S WABASH ST 144 S WABASH ST WABASH IN 46992 812727230 15000 EDUCATIONAL UNIVERSITY OF SOUTHERN INDIANA USI 8600 UNIVERSITY BLVD 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 237042320 GOV 7500 EDUCATIONAL VARIOUS AVAILABLE UPON REQ 5000 3 95916 CHARITABLE EDUCATION VINCENNES UNIVERSITY VNCENNES UNIVERSITY 1002 N FIRST ST 1002 N FIRST ST VINCENNES IN 47591 356004137 GOV 8452 EDUCATIONAL WHITE RIVER HUMANE SOCIETY WHITE RIVER HUMANE SOCIETY 3511 PUMPHOUSE RD 3511 PUMPHOUSE RD BEDFORD IN 47421 3 6287 CHARITABLE SCHOLARSHIPS 88 134949 SCHEDULE I, PAGE 1, PART I, LINE 2 END OF GRANT REPORTS ARE REQUIRED ON ALL OPEN CYCLE/APPLICATION-BASED GRANTS, EXCLUDING SCHOLARSHIP AWARDS. X 3 202293 PUBLICLY TRADED false false false FORM 990, PAGE 1, ITEM C LAWRENCE COUNTY COMMUNITY FOUNDATION & MARTIN COUNTY COMMUNITY FOUNDATION. FORM 990, PAGE 1, PART I, LINE 6 WORK IN PARTNERSHIP WITH STAFF TO BUILD ENDOWMENTS AND WORK TOWARDS SUSTAINABILITY. INTRODUCE PROSPECTIVE DONORS TO COMMUNITY FOUNDATIONS AND CEO. ASSIST CEO IN EFFORTS TO ENGAGE AND EDUCATE DONORS, GRANTEES, AND THE COMMUNITY ABOUT THE FIELD OF PHILANTHROPY AND THE COMMUNITY FOUNDATION'S MISSION. SUPPORT ADMINISTRATIVE STAFF IN MAILINGS, FILINGS, AND ROUTINE OFFICE FUNCTIONS. ASSISTING IN EVENTS WITH DECORATING, CLEANING, GREETING, AND OTHER ROUTINE TASKS AS NEEDED. FORM 990, PAGE 6, PART VI, LINE 11B THE FOUNDATION HAS AN APPROVED WRITTEN 990 REVIEW AND ACCEPTANCE POLICY OUTLINING THE PROCEDURES TO BE FOLLOWED. AN ELECTRONIC COPY OF FORM 990 IS GIVEN TO THE CEO AND ACCOUNTING STAFF FOR REVIEW AND SIGNATURE PRIOR TO FILING. IT IS ALSO AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO SUBMISSION. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD REVIEWS THE POLICIES AND PROCEDURES ANNUALLY OR MORE FREQUENTLY IF NEEDED. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS AFTER AN ANNUAL PERFORMANCE REVIEW. THE BOARD USES COMPARABLE DATA FOR COMMUNITY FOUNDATION EXECUTIVE DIRECTORS IN THE ASSESSMENT. FORM 990, PAGE 6, PART VI, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN FASB 136 DEPOSITS IN TRANSIT 60,226 CHANGE IN LIAB UNDER TRUST AGREEMENT 45 CHANGE IN FASB 136 0 CHANGE IN LIABILITIES UNDER TRUST AGREEMENT -2 TOTAL 60,269 CHANGE IN DEPOSITS HELD FOR OTHERS 60,226 AND CHANGE IN VALUE OF SPLIT VALUE INTERESTS 45.