2023-09-15T08:26:30-05:00 2022-12-31 562353893 AGRESTA STORMS & O'LEARY PC 5140 COMMERCE CIRCLE INDIANAPOLIS IN 46237 990 2022-01-01 351956929 COMMUNITY FOUNDATION OF MORGAN COUNTY COMM 7658130003 56 NORTH MAIN STREET MARTINSVILLE IN 46151 BRITTANI BENTLEY PRESIDENT 7658130003 2023-08-10 1 BRITTANI BENTLEY XXX-XX-XXXX 0 MICHELLE A CLOUSE EA P01218056 3177809850 2023-08-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRITTANI BENTLEY 56 NORTH MAIN STREET MARTINSVILLE IN 46151 2550160 0 X WWW.CFMCONLINE.ORG X 1995 IN COMMUNITY SERVICE AND PUBLIC CHARITY INCLUDING GRANTS AND SCHOLARSHIPS. 8 8 7 0 0 0 903363 651349 488127 357545 338172 211508 0 0 1729662 1220402 417928 331397 0 0 340902 324066 0 0 82562 525274 631586 1284104 1287049 445558 -66647 12204312 10386986 1534444 1277709 10669868 9109277 THE COMMUNITY FOUNDATION OF MORGAN COUNTY, INC. WORKS WITH OUR CITIZENS TO ENHANCE THE QUALITY OF LIFE FOR CURRENT AND FUTURE GENERATIONS OF MORGAN COUNTY, INDIANA. WE ACCEPT GIFTS, MANAGE FINANCIAL RESOURCES, MAKE GRANTS, AND PROVIDE SCHOLARSHIPS. 0 0 757485 195887 0 PART OF OUR ROLE IN HELPING CHARITIES AND NON-PROFIT GROUPS IN MORGAN COUNTY IS TO MANAGE NON-PERMANENT FUNDS TO AID THEM IN THEIR WORK. HELPING OTHER CHARITIES HELPS FURTHER THE MISSION OF THE COMMUNITY FOUNDATION OF MORGAN COUNTY. 143600 135510 0 SINCE OUR FOUNDING, THE COMMUNITY FOUNDATION HAS PROVIDED SCHOLARSHIPS FOR MORGAN COUNTY STUDENTS AS PART OF OUR CORE MISSION. WE WORK HARD TO ENSURE THAT ALL STUDENTS WHO MIGHT QUALIFY LEARN OF THE AVAILABILITY AND ARE AIDED IN APPLYING FOR AVAILABLE SCHOLARSHIPS. 0 0 0 N/A 901085 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 7658130003 56 NORTH MAIN STREET MARTINSVILLE IN 46151 BRITTANI BENTLEY PRESIDENT 40.00 X X 83675 0 0 BRUCE CALLOWAY SECRETARY 0.50 X X 0 0 0 JULIE CARMICHAEL CHAIR 0.50 X X 0 0 0 HOLLY FRYE DIRECTOR 0.50 X 0 0 0 TANA LOBB DIRECTOR 0.50 X 0 0 0 RICH MYERS DIRECTOR 0.50 X 0 0 0 JASON MAXWELL DIRECTOR 0.50 X 0 0 0 JULIE FRED DIRECTOR 0.50 X 0 0 0 83675 0 0 0 0 0 0 0 651349 651349 ADMINISTRATIVE FEES 900099 357545 357545 357545 185417 185417 1355849 1329758 26091 26091 26091 1220402 383636 0 185417 195887 195887 135510 135510 83675 32934 25881 24860 190976 82419 64754 43803 27336 11481 9021 6834 22079 9273 7286 5520 19864 19864 2850 2850 6570 6570 4626 4626 3608 3608 17915 17915 9227 9227 ADMINISTRATIVE FEES 225380 225380 PROGRAM EXPENSE 208201 208201 INVESTMENT 75009 75009 COMPUTER, SOFTWARE, AND 31179 31179 27157 25612 1545 1287049 901085 303402 82562 1819628 1596408 3661 0 219340 75369 159008 143971 10222015 8646607 12204312 10386986 15714 10224 1518730 1267485 1534444 1277709 X 2309988 2276561 8359880 6832716 10669868 9109277 12204312 10386986 -66647 -1493944 0 X 0 1 X 1 0 X 239467 1181148 717500 903363 576340 3617818 239467 1181148 717500 903363 576340 3617818 3617818 167128 182495 168876 200090 185417 904006 3807 2180 1152 7139 4528963 0.79880 0.79960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 166088 220779 1267485 1 1 0 1 X 9046779 368681 -1223205 571349 7620906 7657072 653799 1316148 580240 9046779 6843658 420587 785282 228485 163970 7657072 5824876 245824 1111533 178136 160439 6843658 7800740 86543 -259383 305018 1425695 72311 5824876 0 0 188201 58362 129839 31139 17007 14132 143971 X -273542 -1493944 -1493944 1220402 0 1220402 1287049 0 1287049 0 1287049 PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE FOUNDATION BY OTHER ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE INVESTMENT ALLOCATION POLICIES. PART X, LINE 2: THE FOUNDATION IS SUBJECT TO AUDIT BY FEDERAL, STATE OR LOCAL AUTHORITIES IN THE AREA OF INCOME TAXES. ALONG WITH A FEDERAL TAX FILING, THE FOUNDATION FILES IN THE STATE OF INDIANA. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR 2018 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. THESE AUDITS COULD INCLUDE QUESTIONING THE FOUNDATION'S TAX-EXEMPT STATUS AND COMPLIANCE WITH FEDERAL, STATE, AND LOCAL TAX LAWS. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT TWELVE MONTHS OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THEREFORE, THERE IS NO EFFECT RECORDED IN THESE FINANCIAL STATEMENTS FOR ASSETS OR LIABILITIES RESULTING FROM UNRECOGNIZED TAX BENEFITS. THE FOUNDATION'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN THE STATEMENTS OF ACTIVITIES AND NET ASSETS, WHICH TOTALED $0 FOR THE YEAR ENDED DECEMBER 31, 2021. PART V, LINE 4 FUNDS ARE TO BE USED AS PER THE RELATED FUND AGREEMENTS. 1 MOORESVILLE PUBLIC LIBRARY 220 W HARRISON MOORESVILLE IN 46158 46641 0 DISTRIBUTION GRANT YOUTH FIRST INC 111 SE THIRD STREET SUITE 405 EVANSVILLE IN 47708 352050168 10000 0 IMPACT GRANT PACK AWAY HUNGER 5230 PARK EMERSON DRIVE SUITE A INDIANAPOLIS IN 46203 271438579 10000 0 IMPACT GRANT WEEKDAY RELIGIOUS EDUCATION PO BOX 1285 MARTINSVILLE IN 46151 9833 0 DISTRIBUTION GRANT REGIONAL OPPORTUNITY INITIATIVES INC 100 S COLLEGE AVENUE SUITE 240 BLOOMINGTON IN 47404 27600 0 IMPACT GRANT MONROE-GREGG SCHOOL DISTRICT 135 S CHESTNUT ST MONROVIA IN 46157 10000 0 IMPACT GRANT COMMUNITY FOUNDATION OF MORGAN COUNTY INC 56 NORTH MAIN STREET MARTINSVILLE IN 46151 351956929 8136 0 DISTRIBUTION GRANT COMMUNITY SERVICE CENTER OF MORGAN COUNTY DBA WELLSPRING 301 W HARRISON ST MARTINSVILLE IN 46151 7610 0 DISTRIBUTION GRANT THE MARTINSVILLE SKATE PROJECT N/A MARTINSVILLE IN 46151 6000 0 IMPACT GRANT MORGAN COUNTY HUMANE SOCIETY 690 W MITCHELL AVE MARTINSVILLE IN 46151 5575 0 DISTRIBUTION GRANT 5 1 SCHOLARSHIPS 89 135510 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS APPLICATIONS FOR GRANTS REQUIRE WRITTEN DOCUMENTATION ACCORDING TO OUR WRITTEN PROCEDURES PLUS FINANCIAL DATA AND PROOF OF TAX EXEMPT STATUS. AT THE COMPLETION, FINAL REPORTS ARE REQUIRED WITH BOTH A NARRATIVE REPORT AND A FINANCIAL REPORT WITH RECEIPTS AND DOCUMENTATION REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/AUDIT COMMITTEE REVIEWS THE DRAFT AND THE FINAL FORM IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C FORMS ARE DISTRIBUTED AND LOGGED AS RETURNED. OMMISSIONS ARE PURSUED SO COMPLIANCE IS 100%. ISSUES RAISED BY ANY INDIVIDUAL'S ANSWERS ARE RESOLVED IMMEDIATELY AND MONITORED THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE REVIEWS SALARY HISTORY, DATA AND COMPARABLE POSITIONS WITHIN THE AREA AND STATE-WIDE ORGANIZATIONS. INFORMATION IS REVIEWED TWICE DURING THE YEAR AND RATIFIED BY THE BOARD. DOCUMENTATION IS CONTAINED IN PRESIDENT'S NOTES OF EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE CONTAINED IN THE PUBLIC INSPECTION FILE IN THE OFFICE AND ONLINE AT THE FOUNDATION'S PUBLIC WEB SITE.