2023-10-31T16:11:48-04:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351860518 WHITLEY COUNTY COMMUNITY FOUNDATION INC WHIT 2602445224 400 N WHITLEY ST COLUMBIA CITY IN 46725 SEPTEMBER MCCONNELL EXECUTIVE DIRECTOR 2602445224 2023-10-17 true SEPTEMBER MCCONNELL XXX-XX-XXXX false THOMAS A ROBERTS P00997867 7652847554 2023-10-17 2022 2023-04-26 12:10:37Z SEPTEMBER MCCONNELL 400 NORTH WHITLEY STREET COLUMBIA CITY IN 46725 5686855 false X CFWHITLEY.ORG X 1991 IN IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. 11 11 6 50 0 1701472 3134057 418026 429791 2295825 846554 48700 0 4464023 4410402 2092992 2810387 0 325351 340301 0 100570 712078 720695 3130421 3871383 1333602 539019 40059245 35049716 628752 659758 39430493 34389958 IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. false false 524571 524571 SCHOLARSHIPS: WE PROVIDE SCHOLARSHIPS TO STUDENTS WANTING TO PURSUE POST SECONDARY EDUCATION. THESE SCHOLARSHIPS ARE TO HELP WITH EXPENSES RELATING TO TUITION, FEES AND BOOKS. AS A COMMUNITY, WE HOPE TO BE ABLE TO FINANCIALLY HELP OUR CITIZENS OBTAIN EDUCATION PAST A HIGH SCHOOL DEGREE. ONLY 13.3% OF ADULTS OVER TWENTY-FIVE YEARS OF AGE IN WHITLEY COUNTY HAVE A FOUR YEAR DEGREE. IT IS THE HOPE THAT SCHOLARSHIPS WILL IMPROVE THAT PERCENTAGE OVER TIME. 2285816 2285816 GRANTS: THE WHITLEY COUNTY COMMUNITY FOUNDATION'S UNRESTRICTED ENDOWMENT FUNDS RESPOND TO THE EVER-CHANGING ISSUES FACING WHITLEY COUNTY. TWICE A YEAR, THE FOUNDATION'S VOLUNTEER GRANTS COMMITTEE REVIEWS APPLICATIONS AND MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. GRANTS ARE MADE POSSIBLE BY DONORS WHO HAVE INSTRUCTED THE FOUNDATION TO DIRECT THEIR GIFTS WHERE EVER THE NEED IS THE GREATEST. THE COMMUNITY FOUNDATION DIRECTS GRANTS TO CHARITABLE PROJECTS THAT WILL MAKE A POSITIVE IMPACT ON WHITLEY COUNTY AND ITS PEOPLE, WITH PARTICULAR INTEREST IN PROJECTS THAT SHED NEW LIGHT ON LOCAL NEEDS AND PROVIDE INNOVATIVE, LONG-TERM SOLUTIONS. CATEGORIES OF SUPPORT INCLUDE: ARTS & CULTURE, HEALTH, CIVIC AFFAIRS, RECREATION, COMMUNITY DEVELOPMENT, WELFARE, AND EDUCATION. 128014 CONVENING COMMUNITY LEADERS: THE WHITLEY COUNTY COMMUNITY FOUNDATION WILL BE THE CATALYST FOR CHANGE IN THE COMMUNITY. WHENEVER NEEDS ARISE, THE FOUNDATION ACTS AS THE CONVENER TO THE INTERESTED PARTIES TO HELP FACILITATE CHANGE. SINCE THE FOUNDATION IS NOT POLITICAL, IT CAN STAY NEUTRAL IN MANY SITUATIONS. 2938401 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 14 0 true 6 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false IN X X X THE ORGANIZATION 2602445224 400 NORTH WHITLEY ST COLUMBIA CITY IN 46725 MARCIA MCNAGNY PRESIDENT 0.50 X X 0 0 0 GEORGE SCHRUMPF VICE PRESIDE 0.50 X X 0 0 0 SAM ST CLAIR SECRETARY 0.50 X X 0 0 0 KATHY HEUER DIRECTOR 0.50 X 0 0 0 DR GARY DILLON DIRECTOR 0.50 X 0 0 0 GLORIA SMITH DIRECTOR 0.50 X 0 0 0 DONALD ARMSTRONG DIRECTOR 0.50 X 0 0 0 JACIE WORRICK DIRECTOR 0.50 X 0 0 0 JOE KESSIE DIRECTOR 0.50 X 0 0 0 ANDY MORE DIRECTOR 0.50 X 0 0 0 TIM BLOOM DIRECTOR 0.50 X 0 0 0 SEPTEMBER MCCONNELL EXECUTIVE DI 40.00 X 102948 0 0 102948 1 false false false 3134057 981979 3134057 ADMINISTRATIVE FEE INCOME 900099 429791 429791 429791 558081 558081 1564926 1276453 288473 288473 288473 4410402 429791 846554 2713123 2713123 97264 97264 102948 28825 67946 6177 204507 57263 134974 12270 6098 1707 4025 366 26748 7489 17654 1605 429791 429791 30076 8421 19850 1805 111853 111853 5859 1640 3867 352 19958 5589 13172 1197 14254 3992 9407 855 3432 961 2265 206 12741 3568 8409 764 9053 2535 5975 543 CONTRACTED SERVICES 61900 61900 FUNDRAISING 12240 12240 REPAIRS AND MAINTENANCE 4829 1352 3187 290 PROGRAM EXPENSES 4672 4672 37 37 3871383 2938401 832412 100570 6508406 6064776 2500 29775 33775 7420 4956 2113106 307242 680692 1805864 32600331 26944728 210712 164845 19409 30772 40059245 35049716 21628 80768 101704 157127 505420 421863 628752 659758 X 1047356 2171044 38383137 32218914 39430493 34389958 40059245 35049716 X 539019 -5616090 36536 X false true X true false X 3286749 2158555 5740126 1701472 3134057 16020959 3286749 2158555 5740126 1701472 3134057 16020959 4592588 11428371 508137 574977 496452 461967 562093 2603626 18624585 1928697 0.61360 0.56830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 355140 292943 4636498 true true 33470238 1032705 -4934071 832505 391948 226626 28117739 29818913 847963 4076798 692543 361612 219281 33470238 26709375 1075436 3577151 667610 542583 332856 29818913 23081240 735565 4392286 702001 551334 246381 26709375 23148252 2064612 -925352 764409 222304 219559 23081240 0.00070 0.79610 0.20320 false false 447000 96625 543625 1523266 264612 1258654 46215 42630 3585 1805864 AGENCY FUNDS 415243 ANNUITY RESERVES 6620 421863 X -1298090 -5616090 -45866 -5661956 4363866 111853 -65317 46536 4410402 3742445 3742445 111853 17085 128938 3871383 SCHEDULE D, PAGE 2, PART V, LINE 4 THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS TO 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 FOUNDATIONS 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 AGREEMENTS -45,866 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -65,317 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 17,085 true AMERICAN RED CROSS OF NORTHEAST INDIANA PO BOX 2604 FORT WAYNE IN 46801 530196605 501C3 5500 HOME FIRE RELIEF BABE 533 N LINE ST COLUMBIA CITY IN 46725 274447782 501C3 16584 OPERATING SUPPORT CAMP WHITLEY 4305 W CAMP WHITLEY RD COLUMBIA CITY IN 46725 352046682 501C3 20566 FENCE CANCER SERVICES OF NORTHEAST IN 6316 MUTUAL DR FORT WAYNE IN 46825 350965609 501C3 8323 PROGRAM SUPPORT CENTER FOR WOMEN'S MINISTRIES PO BOX 817 BLOOMINGTON IN 474020817 351773172 501C3 20000 OPERATING SUPPORT CHURUBUSCO HISTORY CENTER 201 N MAIN ST CHURUBUSCO IN 46723 21000 SCIENTIFIC AND REGLA CITY OF COLUMBIA CITY 112 SOUTH CHAUNCEY STREET COLUMBIA CITY IN 46725 356000988 GOV 8837 500000 APPRAISAL LAND LAND GRANT COLUMBIA CITY CONNECT 119 S MAIN STREET COLUMBIA CITY IN 46725 883389633 501C3 32180 OPERATING SUPPORT COLUMBIA CITY HIGH SCHOOL 600 N WHITLEY ST COLUMBIA CITY IN 46725 351800881 GOV 29508 PROGRAMS COLUMBIA CITY UNITED METHODIST CHURCH 605 N FOREST PKWY COLUMBIA CITY IN 46725 351130532 501C3 32558 OPERATING SUPPORT COMMUNITY BIBLE CHURCH 325 N ELM ST PO BOX 101 COLUMBIA CITY IN 46725 351450638 501C3 13858 RELIGION COMMUNITY HARVEST FOOD BANK PO BOX 10967 FORT WAYNE IN 46855 311100607 501C3 7000 FOOD BANK CORNERSTONE CHRISTIAN SCHOOL 4304 S OAK ST ALBION IN 46701 351533072 501C3 10850 OPERATING SUPPORT DEKALB COUNTY PARENTS GROUP 1752 WESLEY RD AUBURN IN 46706 351305577 501C3 10000 OPERATING SUPPORT DIFFERENCE MAKERS 500 W VAN BUREN ST COLUMBIA CITY IN 46725 452977907 501C3 16050 FOOD PANTRY EASTERSEALS PASSAGES 4919 COLDWATER ROAD FORT WAYNE IN 46825 356005617 501C3 21146 OPERATING SUPPORT EBERHARD LUTHERAN CHURCH 2360 W KEISER RD COLUMBIA CITY IN 46725 444304206 501C3 45920 CAR PROGRAM FAITH CHRISTIAN ACADEMY 1550 E STATE RD 205 COLUMBIA CITY IN 46725 351873658 501C3 27571 OPERATING SUPPORT FORT WAYNE CHILDREN'S ZOO 3411 SHERMAN BLVD FORT WAYNE IN 46808 356068234 501C3 11946 OPERATING SUPPORT GIVING GARDENS OF INDIANA INC 479 S TOWERVIEW DR COLUMBIA CITY IN 46725 274908995 501C3 10920 PROGRAMS/CAPITAL HUMANE SOCIETY OF WHITLEY COUNTY 951 S LINE ST COLUMBIA CITY IN 46725 352026663 501C3 31597 OPERATING SUPPORT HUNTINGTON UNIVERSITY 2303 COLLEGE AVE HUNTINGTON IN 46750 350868101 501C3 7100 SPONSORSHIP INDIAN SPRINGS MIDDLE SCHOOL 1692 IN 9 COLUMBIA CITY IN 46725 351800881 GOV 8500 FFA PROGRAM INTERVARSITY CHRISTIAN FELLOWSHIP PO BOX 2098 MADISON WI 53701 362171714 501C3 11280 RELIGION JOE'S KIDS INC 902 PROVIDENT DRIVE STE C WARSAW IN 46580 464095781 501C3 10000 OPERATING SUPPORT JR ACHIEVEMENT OF NORTHERN IN 601 NOBLE DR FORT WAYNE IN 46805 350922731 501C3 14565 OPERATING SUPPORT MISSION 25 500 W BUSINESS 30 COLUMBIA CITY IN 46725 352071824 501C3 251379 PROGRAMS/CAPITAL PARKVIEW WHITLEY HOSPITAL 1260 E ST RD 205 COLUMBIA CITY IN 46725 350868085 501C3 85000 EMS PARKVIEW WHITLEY HOSPITAL FOUNDATION 1260 E ST RD 205 COLUMBIA CITY IN 46725 352081063 501C3 47920 REVOVATION OF ER RICHLAND TOWNSHIP 6538 W 100 S LARWILL IN 46764 GOV 5500 COMMUNITY CENTER RONALD MCDONALD HOUSE CHARITIES 11109 PARKVIEW PLAZA DRIVE FORT WAYNE IN 46845 351950376 501C3 11178 OPERATING SUPPORT ROYAL FAMILY KIDS CAMP 1330 W BUSINESS 30 COLUMBIA CITY IN 46725 330380021 501C3 5050 OPERATING SUPPORT SALVATION ARMY 1200 W DEPOY DR COLUMBIA CITY IN 46725 350868167 501C3 15121 HUMAN SERVICES SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501C3 15757 HUMAN SERVICES SOUTH WHITLEY COMMUNITY PUBLIC LIBRARY 201 E FRONT ST SOUTH WHITLEY IN 46787 356002987 GOV 7717 OPERATING SUPPORT SOUTH WHITLEY PARK DEPARTMENT PO BOX 372 SOUTH WHITLEY IN 46787 356001202 GOV 5290 RECREATION STILLWATER HOSPICE 5910 HOMESTEAD RD FORT WAYNE IN 46814 351687026 501C3 7500 HEALTH TROY CENTER 4905 CR 550 W COLUMBIA CITY IN 46725 350227850 GOV 15784 EDUCATION THE CENTER 201 W MARKET COLUMBIA CITY IN 46725 205993971 501C3 25656 YOUTH DEVELOPMENT THE PEABODY PUBLIC LIBRARY PO BOX 406 COLUMBIA CITY IN 46725 356001997 GOV 11185 ARTS AND CULTURE TRINITY EVANGELICAL PRESBYTERIAN CHURCH PO BOX 638 COLUMBIA CITY IN 46725 351581928 501C3 24425 PROGRAMS UNITED WAY OF WHITLEY COUNTY PO BOX 464 COLUMBIA CITY IN 46725 237300114 501C3 14155 HUMAN SERVICES WHITKO CAREER ACADEMY 710 N SR 5 LARWILL IN 46764 351084258 501C3 60437 EDUCATION WHITKO COMMUNITY SCHOOLS PO BOX 114 PIERCETON IN 46562 351084258 GOV 9068 EDUCATIONAL WHITLEY COUNTY COUNCIL ON AGING 710 OPPORTUNITY DR COLUMBIA CITY IN 46725 351434252 501C3 37937 RECREATION WHITLEY COUNTY YMCA 950 E VAN BUREN ST COLUMBIA CITY IN 46725 350886850 501C3 36543 RECREATION WYCLIFFE BIBLE TRANSLATORS PO BOX 620143 ORLANDO FL 32862 951831097 501C3 5828 RELIGION YOUTH FOR CHRIST 6427 OAKBROOK PARKWAY FORT WAYNE IN 46825 351051837 501C3 12074 YOUTH YWCA OF FORT WAYNE 5920 DECATUR RD FORT WAYNE IN 46816 350868220 501C3 10354 PUBLIC PROTECTION 48 1 SCHOLARSHIPS 52 97264 SCHEDULE I, PAGE 1, PART I, LINE 2 WHITLEY COUNTY COMMUNITY FOUNDATION, INC. REQUIRES ALL GRANTEES TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 2 981979 APPRAISAL false false false FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C WHENEVER ACTIONS OR VOTES ARE TAKEN, THE BOARD IS REQUIRED TO DECLARE A CONFLICT OF INTEREST. IT IS NOTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD HAD COMPARATIVE SALARY TABLES FROM INDIANA GRANTMAKERS ALLIANCE AND COUNCIL ON FOUNDATIONS. THEY LOOKED AT SIMILAR JOBS AND WAGES FOR FOUNDATIONS OUR SIZE. THE EXECUTIVE DIRECTOR HAS A WRITTEN REVIEW BY THE BOARD AND THE EXECUTIVE COMMITTEE GOES OVER IT WITH HER OR HIM. THE STAFF HAS A WRITTEN REVIEW WITH THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 WHITLEY 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 THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO THE WEBSITE IS ON THE FOUNDATION'S WEBSITE. FORM 990 CAN ALSO BE MADE AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -45,866 AGENCY FUND REVENUE 65,317 AGENCY FUND EXPENSES 17,085 TOTAL 36,536