2023-12-11T06:14:37-06:00 2023-06-30 351521112 ESTEP - DOCTOR & COMPANY PC 3737 W BETHEL AVENUE MUNCIE IN 47304 990 2022-07-01 351839759 SOUTH MADISON COMMUNITY FOUNDATION SOUT 7657788444 233 SOUTH MAIN STREET PENDLETON IN 46064 TAMMY K BOWMAN EXECUTIVE DIRECTOR 7657788444 2023-11-16 1 TAMMY BOWMAN XXX-XX-XXXX 0 RICHARD E HUESTON P00281374 7652895366 2023-11-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAMMY K BOWMAN 233 SOUTH MAIN STREET PENDLETON IN 46064 3044075 0 X WWW.SOUTHMADISONFOUNDATION.ORG X 1991 IN PRODUCING POSITIVE CHANGE AND LASTING IMPACT, AND ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF THE SOUTH MADISON COUNTY COMMUNITY BY ATTRACTING CHARITABLE GIFTS AND MAKING PHILANTHROPIC GIFTS IN RESPONSE TO COMMUNITYNEEDS. 11 11 5 0 0 0 498953 817898 0 0 511134 256347 181407 163219 1191494 1237464 1016818 443647 0 0 97931 125865 0 0 67550 259834 222919 1374583 792431 -183089 445033 11113850 12426184 230337 253482 10883513 12172702 PRODUCING POSITIVE CHANGE AND LASTING IMPACT, AND ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF THE SOUTH MADISON COUNTY COMMUNITY BY ATTRACTING CHARITABLE GIFTS AND MAKING PHILANTHROPIC GIFTS IN RESPONSE TO COMMUNITY NEEDS. 0 0 483296 443647 THE ADMINISTRATION OF GRANTS, SCHOLARHIPS, AND RELATED EXPENSES IN ACCORDANCE WITH DONOR RESTRICTIONS, AND/OR THE STATED PURPOSE OF ENDOWED FUNDS. 483296 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X TAMMY K BOWMAN 7657788444 233 S MAIN ST PENDLETON IN 46064 TAMMY K BOWMAN EXECUTIVE DIRECTOR 40.00 X 57648 0 2883 BETSY ALLEN PRESIDENT 0.00 X X 0 0 0 AMY TURNER VICE PRESIDENT 0.00 X X 0 0 0 RACHEL CHRISTENSON TREASURER 0.00 X X 0 0 0 CONNIE RECTOR SECRETARY 0.00 X X 0 0 0 JOE BASTIN DIRECTOR 0.00 X 0 0 0 LORI BRAND DIRECTOR 0.00 X 0 0 0 MARK DUDLEY DIRECTOR 0.00 X 0 0 0 SARA HAUSER DIRECTOR 0.00 X 0 0 0 SCOTT HERSBERGER DIRECTOR 0.00 X 0 0 0 DUSTIN PENNINGTON DIRECTOR 0.00 X 0 0 0 PAM SHUCK DIRECTOR 0.00 X 0 0 0 57648 0 2883 0 0 0 0 0 817898 511965 817898 239037 239037 1823921 1806611 17310 17310 17310 * ADMINISTRATIVE FEE INCOME 523000 151961 151961 * SCHOLARSHIP ADMIN FEE INCOM 523000 12224 12224 REIMBURSED EXPENSES 523000 9294 9294 -10260 -10260 163219 1237464 419566 0 0 359197 359197 84450 84450 57648 11529 25941 20178 48008 9602 21604 16802 12126 2425 5457 4244 8083 1617 3637 2829 18085 5426 8138 4521 161989 161989 10139 3042 4562 2535 2975 894 1339 742 9627 2112 4332 3183 5300 1590 2385 1325 574 115 258 201 DONOR DEVELOPMENT 9909 9909 PROFESSIONAL DEVELOPMEN 2690 807 1210 673 MISCELLANEOUS 1631 490 733 408 792431 483296 241585 67550 503920 843356 105 3195 300462 124915 173941 175547 10315621 11283678 120263 120408 11113850 12426184 1476 3437 83050 93425 140025 156620 5786 0 230337 253482 X 459794 462111 10423719 11710591 10883513 12172702 11113850 12426184 445033 824274 19882 0 X 0 1 X 1 0 X 654587 382556 464234 498953 817898 2818228 654587 382556 464234 498953 817898 2818228 2818228 219517 218653 203962 212155 228632 1082919 138297 153042 177426 181407 153925 804097 4705244 0.59900 0.54220 X PART II, SECTION B, LINE 10 - OTHER INCOME COMPRISED OF ADMINISTRATIVE FEES, CHANGE IN PV OF SPLIT INTEREST AGREEMENTS, AND OTHER MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32 198711 90641 1434971 1 1 1 140025 20009 3414 156620 1 X 10326148 725070 896758 340070 11607906 11952724 305177 -1133118 798635 10326148 9740032 53025 2505140 345473 11952724 9930514 93561 106970 391013 9740032 8911921 326209 741155 48771 9930514 0.83000 0.17000 0 0 30000 30000 251378 105831 145547 19084 19084 0 175547 2081620 824274 19882 844156 1237464 0 1237464 792431 0 792431 0 792431 PART IV, LINE 1B: ESCROW LIABILITY ARRANGEMENT EXPLANATION - IN ACCORDANCE WITH FASB ASC-958-20-15, THE FOUNDATION REPORTS CONTRIBUTIONS AS A LIABILITY WHEN THIRD PARTY ORGANIZATIONS TRANSFER THESE ASSETS TO THE FOUNDATION AND SPECIFY THEMSELVES, R THEIR AFFILIATES, AS THE BENEFICIARY. PART IV, LINE 2B: EXPLANATION FOR UNREPORTED CONTRIBUTIONS OR ASSETS IN ACCORDANCE WITH FASB ASC-958-20-15, THE FOUNDATION REPORTS CONTRIBUTIONS AS A LIABILITY WHEN THIRD PARTY ORGANIZATIONS TRANSFER THESE ASSETS TO THE FOUNDATION AND SPECIFY THEMSELVES, OR THEIR AFFILIATES, AS THE BENEFICIARY. 1 FALL CREEK CHRISTIAN CHURCH 1102 W 700 S PENDLETON IN 46064 6740 0 FOOD PANTRY AND PRESCHOOL FALLS PARK PO BOX 221 PENDLETON IN 46064 16425 0 ORGANIZATIONAL SUPPORT IVY TECH FOUNDATION 815 E60TH ST ANDERSON IN 46013 12000 0 SCHOLARSHIP SUPPORT JOBSOURCE INC 3530 MOUNDS RD ANDERSON IN 46017 7500 0 SCHOLAR SUPPORT LAPEL COMMUNITY ASSOCIATION PO BOX 834 LAPEL IN 46051 8750 0 PLACEMAKING MADISON COUNTY SHERIFF'S DEPARTMENT 720 CENTRAL AVE ANDERSON IN 46016 10000 0 SIGNBOARD/WELLNESS CANINE OPERATION LOVE 620 E 21ST ST ANDERSON IN 46016 9997 0 SUPPLIES OUTFITTERS INC 880 S PENDLETON AVE PENDLETON IN 46064 6400 0 ORGANIZATIONAL SUPPORT PENDLETON FIRST UNITED METHODIST CHURCH 225 W STATE ST PENDLETON IN 46064 56862 0 YOUTH SUPPORT GRANTS PENDLETON LIONS CLUB PO BOX 322 PENDLETON IN 46064 5642 0 COMMUNITY SUPPORT PFD AUXILIARY 100 S BROADWAY PENDLETON IN 46064 12500 0 WATER RESCUE EQUIPMENT PHHS 1 ARABIAN DR PENDLETON IN 46064 14078 0 TEACHER SUPPORT GRANTS SOUTH MADISON FIRE PROTECTION TERRITORY PO BOX 165 PENDLETON IN 46064 23029 0 ORGANIZATIONAL SUPPORT - EXPANSION TOWN OF INGALLS PO BOX 277 INGALLS IN 46048 10000 0 PARK RESTROOM TOWN OF LAPEL PO BOX 999 LAPEL IN 46051 6325 0 AERIAL VEHICLE TOWN OF PENDLETON PO BOX 230 PENDLETON IN 46064 6770 0 MURAL TURN AWAY NO LONGER 1615 E 17TH ST ANDERSON IN 46012 10800 0 TANL HOUSE SCHOLARSHIPS 77 84450 X 511965 FMV ON DATE OF GIFT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. IT IS REVIEWED FOR ACCURACY AND IF ANY POTENTIAL DISCREPANCIES ARE NOTED, THEY DIRECT THEM TO THE BOARD PRESIDENT AND TREASURER. THEY, WHEN SATISFIED WITH ANY POTENTIAL CHANGES OR ADJUSTMENTS, AUTHORIZE THE SUBMISSION (FILING) OF THE FORM BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL BOARD MEMBERSAND STAFF, AND BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM VOTING ON ANYISSUES IN WHICH THEY HAVE OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 YES FORM 990, PART VI, SECTION C, LINE 19 FORM 990, THE AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST TO BE REVIEWED AT THE SOUTH MADISON COMMUNITY FOUNDATION OFFICE, LOCATED AT 233 S. MAIN ST., PENDLETON, IN 46064. SMCF HOLDINGS LLC SMCF HOLDINGS LLC 233 SOUTH MAIN ST PENDLETON IN 46064 REAL ESTAT IN MAIN STREET PENDLETON INC MAIN STREET PENDLETON INC 233 SOUTH MAIN ST PENDLETON IN 46064 461683439 SUPPORTING IN LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0