2023-10-23T09:28:24-04:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 352127564 COMMUNITY FOUNDATION OF PULASKI COUNTY INC COMM 5749460906 221 N MONTICELLO ST WINAMAC IN 469961331 KAYE BEALL VICE PRESIDENT 5749460906 2023-10-10 true KAYE BEALL 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-10-10 2022 2023-04-26 12:10:37Z X VICKI OVERMYER 221 N MONTICELLO ST WINAMAC IN 46996 6341970 false X WWW.CFOPC.ORG X 2002 IN CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. 17 17 3 15 0 196454 1893646 238985 224306 800854 395745 73101 1236293 2586798 558136 490076 0 124592 147322 0 40180 481586 419461 1164314 1056859 71979 1529939 15274802 14459159 710804 588498 14563998 13870661 X CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. false false 415852 321948 147354 GRANTS PAID OUT TO LOCAL NONPROFIT ORGANIZATIONS FROM EARNINGS ON ENDOWED FUNDS. 154853 119885 54871 SCHOLARSHIPS WERE AWARDED TO LOCAL STUDENTS FROM EARNINGS ON ENDOWED FUNDS. THESE RANGE FROM ONE-TIME AWARDS TO AWARDS THAT ARE RENEWABLE FOR UP TO 6 SEMESTERS. MOST AWARDS WERE MADE TO RECENT HIGH SCHOOL GRADUATES. 39290 30418 13922 GRANTS FROM DONOR ADVISED FUNDS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. 23024 17825 8158 GRANTS FROM PASS THRU FUNDS, ANNUITIES, AND TRUSTS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. 23024 17825 8158 633019 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 8 0 true 3 true false false false false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false IN X X X LEEANN WRIGHT 5749460906 221 N MONTICELLO ST WINAMAC IN 46996 VICKI OVERMYER PRESIDENT 0.50 X X 0 0 0 KAYE BEALL VICE PRESIDE 0.50 X X 0 0 0 GREGG MALOTT TREASURER 0.50 X X 0 0 0 BARB SCHULTZ SECRETARY 0.50 X X 0 0 0 PAM BURGER DIRECTOR 0.50 X 0 0 0 MISSY CULP DIRECTOR 0.50 X 0 0 0 KURT DICKEY DIRECTOR 0.50 X 0 0 0 KAREN JONES DIRECTOR 0.50 X 0 0 0 LESLIE LINK DIRECTOR 0.50 X 0 0 0 ROBERT KLITZMAN DIRECTOR 0.50 X 0 0 0 JILL KASTEN DIRECTOR 0.50 X 0 0 0 RON KRUGER DIRECTOR 0.50 X 0 0 0 PAUL GILSINGER DIRECTOR 0.50 X 0 0 0 RHONDA LOWER DIRECTOR 0.50 X 0 0 0 JOHN SASS DIRECTOR 0.50 X 0 0 0 KATIE DEGROOT DIRECTOR 0.50 X 0 0 0 SHANE PILARSKI DIRECTOR 0.50 X 0 0 0 LEEANN WRIGHT EXECUTIVE DI 40.00 X 25000 0 0 25000 false false false 1893646 1585145 1893646 ADMINISTRATIVE FEES 561000 224306 224306 224306 331707 331707 3819210 3755172 64038 64038 64038 FARM RENT 73101 73101 73101 2586798 288344 404808 370191 370191 119885 119885 25000 6250 15000 3750 64443 16111 38666 9666 35179 8795 21107 5277 13417 4025 6038 3354 9283 2785 4177 2321 209686 209686 17596 17596 50168 50168 4314 1989 2325 4862 1459 2188 1215 57947 47928 6441 3578 12359 3707 5562 3090 3040 912 1368 760 463 139 208 116 2874 862 1293 719 COMMUNITY LEADERSHIP 45203 45203 MISCELLANEOUS 4723 1418 2123 1182 REPAIRS AND MAINTENANCE 2769 831 1246 692 DUES AND SUBSCRIPTIONS 1762 529 793 440 1695 1695 1056859 633019 383660 40180 1181320 1133525 150416 23356 110796 127060 13982686 13198574 15274802 14459159 8780 13120 3011 10954 699013 564424 710804 588498 X 479835 565116 14084163 13305545 14563998 13870661 15274802 14459159 X 1529939 -2350515 127239 X false true X true false X 507361 844356 1939296 246454 1893646 5431113 507361 844356 1939296 246454 1893646 5431113 2780492 2650621 416307 349239 376128 533593 331707 2006974 409 181 92 73101 73783 7511870 984319 0.35290 0.40190 X PART II, LINE 10 OTHER INCOME 682 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 18290 30418 615742 true true 14058618 1867919 -1624101 364878 256520 13681038 13088244 128398 1885785 236084 231240 14058618 10891001 1635790 965284 226827 177004 13088244 8927017 879121 1580392 282252 213277 10891001 9060190 524741 -821398 249128 103568 8927017 0.91140 0.08860 false false 150416 23356 127060 127060 AGENCY FUNDS 547658 ANNUITY RESERVES 16766 564424 X 280477 -2350515 4448 -2346067 2626544 50168 -89914 -39746 2586798 973814 973814 50168 32877 83045 1056859 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INVESTED AND THE INCOME IS USED FOR THE PURPOSE OF PAYING GRANTS AND SCHOLARSHIPS. 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 FOUNDATION'S 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 4,448 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -89,914 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 32,877 true FIRST UNITED METHODIST CHURCH OF WINAMAC PO BOX 343 WINAMAC IN 46996 351173721 23358 GRANT DISTRIBUTION PULASKI ANIMAL CENTER PO BOX 156 WINAMAC IN 46996 320403429 501C3 14271 ANIMAL WELFARE PULASKI COUNTY LIBRARY 121 S RIVERSIDE DR WINAMAC IN 46996 351128833 GOV 21160 EDUCATION PULASKI MEMORIAL HOSPITAL 616 E 13TH ST WINAMAC IN 46996 351097674 501C3 16229 HEALTH AND WELLNESS WEST CENTRAL ELEMENTARY SCHOOL PTC 1842 S US HWY 421 FRANCESVILLE IN 47946 721580391 501C3 10640 EDUCATION WINAMAC TOWN COUNCIL 120 W MAIN ST WINAMAC IN 46996 356001240 GOV 24790 SPORTS & RECREATION INTREPID PHOENIX 211 OUTLOOK COVE LA PORTE IN 46350 821675483 501C3 8028 HEALTH & WELLNESS PACE PO BOX 407 WINAMAC IN 46996 352173037 501C3 53411 EDUCATION PULASKI COUNTY SUPERIOR COURT 110 EAST MERIDIAN STREET WINAMAC IN 46996 GOV 43939 ECONOMIC DEVELOPMENT SERVANTS AT WORK 8811 ROBBINS ROAD INDIANAPOLIS IN 46268 453825509 501C3 11500 HUMAN SERVICES WEST CENTRAL YOUTH LEAGUE PO BOX 204 FRACESVILLE IN 47946 454484752 501C3 13087 SPORTS & RECREATION FRIENDS OF THE PANHANDLE PATHWAY PO BOX 153 WINAMAC IN 46696 261214550 501C3 43475 SPORTS & RECREATION 11 1 SCHOLARSHIPS 43 119885 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT APPLICATIONS ARE USED TO APPLY FOR AVAILABLE GRANTS AND ASSISTANCE. A GRANTS COMMITTEE REVIEWS ALL GRANTS AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. A GRANT REPORT IS REQUIRED FOR ALL GRANTS AT THE END OF THE GRANT PERIOD. THE FOUNDATION REVIEWS THE GRANT REPORT AND MONITORS COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. X FARM LAND 1 1585145 APPRAISED VALUE false false false FORM 990 - ORGANIZATION'S MISSION CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. FORM 990, PAGE 2, PART III, LINE 4D GRANTS FROM PASS THRU FUNDS, ANNUITIES, AND TRUSTS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE WILL REVIEW FORM 990 PRIOR TO ITS FILING. THE 990 IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD AND COMMITTEE MEMBERS DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS EARLY AS POSSIBLE DURING OR BEFORE A MEETING DURING WHICH A REQUEST WILL BE CONSIDERED OR VOTED UPON. AT THE DISCRETION OF THE BOARD PRESIDENT, THE MEMBER OR DIRECTOR MAY PARTICIPATE IN DISCUSSION OR MAY BE ASKED TO WITHDRAW DURING THE DISCUSSION AND/OR VOTE. MEETING MINUTES REFLECT DISCLOSURE, DETERMINATION WHETHER A CONFLICT EXISTED, EXTENT OF MEMBER OR DIRECTOR'S INVOLVEMENT IN DISCUSSION AND THE MEMBER OR DIRECTOR'S ABSENTION FROM VOTING. FORM 990, PAGE 6, PART VI, LINE 15A THE FACTORS OF CONSIDERATION INCLUDE THE ANNUAL BUDGET, POTENTIAL COST OF LIVING INCREASES, COUNCIL ON FOUNDATION SALARY SURVEY RESULTS BASED ON THE FOUNDATION'S SIZE. THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEWS ARE ALSO TAKEN INTO CONSIDERATION BY THE EXECUTIVE COMMITTEE, AND THE ENTIRE BOARD IS RESPONSIBLE FOR APPROVING THE BUDGET, INCLUDING STAFF COMPENSATION. THE OTHER STAFF MEMBERS ARE REVIEWED AT LEAST ANNUALLY BY THE EXECUTIVE DIRECTOR THROUGH A WRITTEN FORM, VERBAL DISCUSSION AND SIGN OFF FORM. FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION OF PULASKI COUNTY, 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 ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 4,448 AGENCY FUND REVENUE 89,914 AGENCY FUND EXPENSES 32,877 TOTAL 127,239