2023-11-15T10:39:40-05:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351829585 COMMUNITY FOUNDATION OF BOONE COUNTY INC COMM 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 LUANNE CLUFF TREASURER 7654820024 2023-11-07 true LUANNE CLUFF 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-11-07 2022 2023-04-26 12:10:37Z SHAWNA LAKE 102 N LEBANON ST 200 LEBANON IN 46052 11479006 false X WWW.COMMUNITYFOUNDATIONBC.ORG X 1991 IN OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. 14 14 6 100 0 1375091 559632 497673 470433 1731508 1682000 500 3045 3604772 2715110 916396 1103009 0 336724 381905 0 105557 770923 847884 2024043 2332798 1580729 382312 36022324 30139633 1165228 1008372 34857096 29131261 OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. false false 1359668 1103009 470433 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. 1359668 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 false false false false false false false false false true 11 0 6 true false false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false IN X X X JODI GIETL 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 SHAWNA LAKE CHAIR 1.00 X X 0 0 0 CHRIS HUFFER VICE CHAIR 1.00 X X 0 0 0 LUANNE CLUFF TREASURER 1.00 X X 0 0 0 CHRIS HUFFER SECRETARY 1.00 X X 0 0 0 PAULA HUDSON DIRECTOR 1.00 X 0 0 0 GARY EMMERT DIRECTOR 1.00 X 0 0 0 ANGIE LEARY DIRECTOR 1.00 X 0 0 0 CHAD PERDUE DIRECTOR 1.00 X 0 0 0 SARAH PRINCE DIRECTOR 1.00 X 0 0 0 JOAN SCHMIDT DIRECTOR 1.00 X 0 0 0 KATIE MOORE DIRECTOR 1.00 X 0 0 0 JOAN SOLLER DIRECTOR 1.00 X 0 0 0 JESSICA STOKELY DIRECTOR 1.00 X 0 0 0 BRAD THOMAS DIRECTOR 1.00 X 0 0 0 JODI GIETL PRESIDENT/CE 1.00 X 100833 0 0 100833 1 false false false 10 559622 17400 559632 ADMINISTRATIVE FEES 900099 470433 470433 470433 1214350 1214350 9231546 8763896 467650 467650 467650 OTHER INCOME 900099 3045 3045 3045 2715110 470433 1685045 846234 846234 256775 256775 100833 32686 48523 19624 244070 79118 117451 47501 11179 3624 5380 2175 25823 8371 12427 5025 9784 9784 12250 12250 65944 65944 11757 11757 18612 1762 2587 14263 84230 84230 27864 9195 9474 9195 3573 3573 4476 4476 11728 11728 9447 9447 ADMINISTRATIVE FEES 460576 460576 PROGRAM EXPENSES 116612 116612 SCHOLARSHIP ADMIN 5291 5291 ANNUAL REPORT 4201 4201 1539 1539 2332798 1359668 867573 105557 1521842 831278 966 4843338 38495 11435 36672 118726 82040 27914 36686 29606264 29195937 10565 565 36022324 30139633 4572 9344 326550 359600 60555 773551 639428 1165228 1008372 X 606077 579494 34251019 28551767 34857096 29131261 36022324 30139633 X 382312 -5918443 -189704 X false true X true false X 593346 937487 2413100 1375091 529588 5848612 593346 937487 2413100 1375091 529588 5848612 950725 4897887 880453 879671 680160 1053151 1214350 4707785 51714 73788 2080 500 3045 131127 10687524 2098106 0.45830 0.47160 X PART II, LINE 10 OTHER INCOME 131,127 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 1 68405 49325 125421 39160 2301272 1647 true true 34746826 124338 -4391815 1103009 470358 28905982 31285742 1265765 3633390 934073 503998 34746826 28314300 1701084 2433353 700425 462570 31285742 24676059 855905 3689945 563921 363239 28294749 26710339 394537 -1238571 772658 72086 345501 24676060 0.78330 0.21670 false false 118726 82040 36686 36686 AGENCY FUNDS 600933 RIGHT OF USE LIABILITY 38495 639428 X -3492411 -5918443 -301830 -6220273 2727862 65944 -78696 -12752 2715110 2233424 2233424 65944 33430 99374 2332798 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS AND SCHOLARSHIPS FOR 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 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 CSV OF LIFE INSURANCE POLICIES 13,884 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -74,637 CHANGE IN VALUE OF TRUST -241,077 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE -78,696 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 33,430 true ADVANCE VOLUNTEER FIRE DEPARTMENT STATION 51 PO BOX 4 ADVANCE IN 46102 352080399 501C3 10500 FOOD DISTRIBUTION BOONE COUNTY CANCER SOCIETY 117 W ELM ST LEBANON IN 46052 356044450 501C3 30000 OPERATING SUPPORT BOONE COUNTY SENIOR SERVICES 515 CROWN POINT DR LEBANON IN 46052 351445498 501C3 106630 OPERATING SUPPORT BOONE COUTY 4-H CLUB INC 1300 EAST 100 SOUTH LEBANON IN 46052 351068869 501C3 17269 ANNUAL DISTRIBUTION HUMANE SOCIETY FOR BOONE COUNTY 5366 S INDIANAPOLIS RD WHITESTOWN IN 46075 261122066 501C3 9015 OPERATING SUPPORT IWINFOUNDATION 5015 E 62ND STREET SUITE B INDIANAPOLIS IN 462202309 912057735 501C3 12900 PROGRAM SUPPORT ILADD INC 1393 W OAK STREET ZIONSVILLE IN 46077 843667289 501C3 32850 PROGRAM SUPPORT JACKSON TOWNSHIP HISTORICAL SOCIETY INC PO BOX 297 41 W MAIN ST JAMESTOWN IN 46147 352136409 501C3 10500 OPERATING SUPPORT JAMESTOWN CHRISTIAN CHURCH PO BOX 147 900 N LEBANON ST SR75 JAMESTOWN IN 46147 331189871 501C3 25967 FOOD PANTRY LEBANON AND GREATER BOONE COUNTY PARK FOUNDATION 130 E ULEN DR LEBANON IN 46052 351753231 501C3 5110 ANNUAL DISTRIBUTION LEBANON EDUCATIONAL FOUNDATION 1005 HENDRICKS DR LEBANON IN 46052 351804498 501C3 9016 OPERATING SUPPORT LEBANON ROTARY CLUB PO BOX 42 LEBANON IN 46052 237070192 501C3 6000 OPERATING SUPPORT PLAY ON ZIONSVILLE PO BOX 5084 ZIONSVILLE IN 46077 813533342 501C3 10348 MUSIC EQUIPMENT SAGAMORE STUDENT LEADERSHIP INITIATIVE INC PO BOX 34558 INDIANAPOLIS IN 462340558 270539002 501C3 63590 ANNUAL DISTRIBUTION SHALOM HOUSE PO BOX 135 LEBANON IN 46052 800838316 501C3 5332 OPERATING SUPPORT SPECIAL OLYMPICS BOONE COUNTY PO BOX 485 4165 E 100 S LEBANON IN 46052 351262574 501C3 9740 OPERATING SUPPORT SYLVIA'S CHILD ADVOCACY CENTER 218 E WASHINGTON ST LEBANON IN 46052 371607071 501C3 5245 PROGRAMS/OPERATING THE ARC OF GREATER BOONE COUNTY 900 W MAIN ST LEBANON IN 46052 351333698 501C3 12840 WIC PROGRAM TOWN OF JAMESTOWN 421 E MAIN ST JAMESTOWN IN 46147 356001343 GOV 20000 SWING REPLACEMENT WESTERN BOONE EDUCATION FOUNDATION 1201 N SR 75 THORNTOWN IN 46071 351096251 501C3 31307 ANNUAL DISTRIBUTION ZIONSVILLE CENTER FOR ART HISTORY AND GENEOLOGY INC 225 WEST HAWTHORNE ST ZIONSVILLE IN 46077 264289567 501C3 12012 OPERATING SUPPORT ZIONSVILLE EDUCATION FOUNDATION 900 MULBERRY ST ZIONSVILLE IN 46077 300024279 501C3 24948 ANNUAL DISTRIBUTION ISAIAH 117 HOUSE BOONE COUNTY INDIANA PO BOX 842 ELIZABETHTON TN 37644 820631497 501C3 75000 COMMUNITY IMPACT LIFE'S JOURNEY CHURCH 2950 E 55TH PLACE INDIANAPOLIS IN 46220 475204674 501C3 9740 RECOVERY CENTER PATRICK HENRY SULLIVAN FOUNDATION 225 W HAWTHORNE STREET ZIONSVILLE IN 46077 237080289 501C3 24674 OPERATING SUPPORT SENIOR CITIZENS INC LEBANON 707 S LEBANON ST LEBANON IN 46052 270123851 501C3 9840 ANNUAL DISTRIBUTION SERVANTS AT WORK INC 8427 ZIONSVILLE RD INDIANAPOLIS IN 46268 453825509 501C3 30000 OPERATING SUPPORT 27 SCHOLARSHIPS 111 256775 SCHEDULE I, PAGE 1, PART I, LINE 2 WHEN CFBC MAKES A GRANT, WE VERIFY THE GRANTEE ORGANIZATION'S CHARITABLE STATUS AND THAT THE GRANTEE IS COMPLIANT WITH ALL CONDITIONS AND GRANT REPORTING REQUIREMENTS OF PREVIOUS GRANTS. A GRANT LETTER ACCOMPANIES EACH GRANT PAYMENT THAT INCLUDES THE GRANT PURPOSE AND REPORTING REQUIREMENTS, AND COMPETITIVE GRANTS ALSO REQUIRE A SIGNED GRANT AGREEMENT. THE PAYMENT LETTER ALSO STATES THAT THE GRANT FUNDS MUST BE USED SOLELY FOR THE STATED, CHARITABLE PURPOSE(S) AND THAT ANY PORTION OF THE GRANT NOT USED FOR THAT PURPOSE MUST BE REPAID TO THE FOUNDATION UNLESS AN AMENDED GRANT PURPOSE IS AUTHORIZED BY THE FOUNDATION IN WRITING. FORM 990, PAGE 6, PART VI, LINE 11B FOLLOWING A DETAILED REVIEW BY THE CEO AND CONTROLLER, THE FORM 990 WILL BE DISTRIBUTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C IF A FOUNDATION EMPLOYEE, BOARD OR COMMITTEE MEMBER IS INVOLVED IN A DISCUSSION REGARDING A NONPROFIT OR BUSINESS ENTITY WITH WHICH HE OR SHE HAS AN AFFILIATION, HE OR SHE SHOULD: MAKE A STATEMENT OF DISCLOSURE OF THE AFFILIATION, BE AVAILABLE FOR DISCUSSION OF THE ORGANIZATION, AND RECUSE HIMSELF OR HERSELF FROM ANY VOTE REGARDING THE ORGANIZATION. CONFLICT OF INTEREST DISCLOSURE FORMS ARE FILLED OUT ANNUALLY BY ALL EMPLOYEES, BOARD MEMBERS AND COMMITTEE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS NO COMPENSATION PAID TO THE DIRECTORS AND OFFICERS OF THE COMMUNITY FOUNDATION OF BOONE COUNTY; ALL OF THEM ARE INDEPENDENT VOLUNTEERS. THE COMPENSATION FOR THE PAID STAFF, INCLUDING THE PRESIDENT/CEO, IS REVIEWED BY THE PERSONNEL SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE (UTILIZES BENCHMARKING DATA FROM OTHER COMMUNITY FOUNDATIONS AND CHARITABLE ORGANIZATIONS). A RECOMMENDATION IS THEN MADE TO THE EXECUTIVE COMMITTEE WHICH CONDUCTS A FURTHER REVIEW AND ANALYSIS OF THE PROPOSED COMPENSATION AND BENEFITS BEFORE MAKING A RECOMMENDATION TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION OF BOONE 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. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990 IS ALSO AVAILABLE IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CSV OF LIFE INSURANCE POLICIES 13,884 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -74,637 CHANGE IN VALUE OF TRUST -241,077 AGENCY FUND REVENUE 78,696 AGENCY FUND EXPENSES 33,430 TOTAL -189,704