2024-08-28T09:11:24-05:00 2023-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-01-01 351847297 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC COMM 8122653327 PO BOX 306 MADISON IN 47250 WILLIAM E BARNES JR PRESIDENT & CEO 8122653327 2024-08-27 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-08-27 2023 2024-08-08 14:25:15Z WILLIAM E BARNES JR PO BOX 306 MADISON IN 47250 6652976 0 X WWW.CFMJC.ORG X 1991 IN THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 10 10 4 40 0 0 3831137 1846180 18587 18266 2014148 1840246 0 0 5863872 3704692 1076146 1129050 0 0 314181 320058 0 0 140595 319756 329581 1710083 1778689 4153789 1926003 35531211 40554645 2507556 2848062 33023655 37706583 THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 0 0 1433814 1129050 18266 GRANTS MADE TO LOCAL CHARITIES AND OTHER NON-PROFIT ORGANIZATIONS AND ESTABLISHMENT AND MAINTENANCE OF ENDOWMENT FUNDS. 1433814 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X WILLIAM E BARNES JR 8122653327 PO BOX 306 MADISON IN 47250 DANIEL BUTLER BOARD MEMBER 1.00 X 0 0 0 DEVON SHARPE BOARD MEMBER 1.00 X 0 0 0 FERNANDO RUBIO BOARD MEMBER 1.00 X 0 0 0 NANCY TOTTEN BOARD MEMBER 1.00 X 0 0 0 PHIL MCKAY BOARD MEMBER 1.00 X 0 0 0 TANNER MAHONEY BOARD MEMBER 1.00 X 0 0 0 JD WEBSTER CHAIR 2.00 X X 0 0 0 BETH LICHLYTER VICE CHAIR 2.00 X X 0 0 0 LYNN MARICLE SECRETARY 2.00 X X 0 0 0 JENNY DARNOLD TREASURER 2.00 X X 0 0 0 MR WILLIAM E BARNES JR PRESIDENT & CEO 40.00 X 125525 0 15091 125525 0 15091 1 0 0 0 0 1846180 1846180 PROGRAM SERVICE REVENUE 900099 12100 12100 MANAGEMENT FEE REVENUE 900099 6166 6166 18266 1203042 1203042 3585488 2948284 637204 637204 637204 3704692 18266 0 1840246 945466 945466 183584 183584 140616 58489 45797 36330 161314 67099 52537 41678 18128 7540 5904 4684 12800 12800 109437 109437 1000 1000 28845 8654 8653 11538 12115 4787 2422 4906 33978 13591 13591 6796 8254 413 7428 413 20877 8351 8351 4175 7000 350 6300 350 34324 13730 6864 13730 REPAIRS & MAINTENANCE 29154 1458 26238 1458 DONOR DEVELOPMENT 18182 5455 3636 9091 ANNUAL MEETING EXPENSE 4512 1805 902 1805 MISCELLANEOUS EXPENSES 4393 1757 879 1757 4710 1848 978 1884 1778689 1433814 204280 140595 1097488 557678 205691 189806 353 353 353085 128335 231750 224750 33995929 39582058 35531211 40554645 16409 3653 1037041 1447495 1454106 1396914 2507556 2848062 X 634275 676744 32389380 37029839 33023655 37706583 35531211 40554645 X 1926003 3280300 -523375 X X 0 1 X 1 0 X 1024422 790876 1311411 3831137 1846180 8804026 1024422 790876 1311411 3831137 1846180 8804026 1008652 7795374 900666 580011 1195381 1061233 1203042 4940333 13744359 0.56720 0.53570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 139746 218275 7203275 1 1 0 1 X 33126420 1639753 4958402 1070887 444605 38209083 35029879 3732920 -4181315 1053769 401295 33126420 29320858 1293018 5718123 903338 398782 35029879 27380412 522176 2594297 865951 310076 29320858 22940906 906007 4711011 875522 301990 27380412 0.00000 0.96000 0.04000 0 0 20000 20000 280000 75250 204750 53085 53085 0 224750 ANNUITY INCOME RESERVE 1396914 1396914 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT ALLOCATION POLICIES. PART V, LINE 4: TO SUPPORT CHARITABLE PURPOSES IN JEFFERSON COUNTY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY 1 GIRLS INC OF JEFFERSON COUNTY 109 WEST THIRD STREET MADISON IN 47250 351309946 501C3 71700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIRST CHRISTIAN CHURCH 512 W MAIN STREET MADISON IN 47250 201102017 501C3 41985 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HISTORICAL SOCIETY 615 WEST FIRST STREET MADISON IN 47250 237422529 501C3 41985 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON CO 4-H CLUB & AG ASSOC 1437 W 500 N MADISON IN 47250 356043376 501C3 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHRIST EPISCOPAL CHURCH 506 MULBERRY ST MADISON IN 47250 351382801 501C3 38200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF DUPONT PO BOX 116 DUPONT IN 47231 351541337 GOVERNMENT 35500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRINITY UNITED METHODIST CHURCH 412 W MAIN STREET MADISON IN 47250 350868047 501C3 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY EMERGENCY MANAGEMENT 620 GREEN ROAD MADISON IN 47250 356000016 GOVERNMENT 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF CLIFTY FALLS STATE PARK PO BOX 1151 MADISON IN 47250 872072662 501C3 25550 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB OF JEFFERSON COUNTY 1551 MSH NORTH GATE RD MADISON IN 47250 351143819 501C3 24800 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KINDNESS JEFFERSON COUNTY 1140 N THOMPSON RD MADISON IN 47250 884392176 501C3 22500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RIVER VALLEY RESOURCES INC 100 E 2ND STREET E MADISON IN 47250 351820770 501C3 21000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY PRESERVATION COUNCIL 718 E SECOND ST MADISON IN 47250 351988373 501C3 20700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON-JEFFERSON CO HUMANE SOCIETY PO BOX 257 MADISON IN 47250 351855559 501C3 19100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTON KING'S DAUGHTERS' HEALTH 1373 EAST STATE ROAD 62 MADISON IN 47250 202148950 501C3 15200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRINCE OF PEACE CATHOLIC SCHOOLS 305 W STATE STREET MADISON IN 47250 351120914 501C3 14200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFE CHOICES CLINIC 220 CLIFTY DRIVE SUITE H MADISON IN 47250 271458458 501C3 12500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON MAIN STREET PROGRAM PO BOX 327 MADISON IN 47250 351939473 501C3 11500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HOUSE OF HOPE INC 100 E SECOND ST SUITE H MADISON IN 47250 462000035 501C3 11285 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY- MADISON INDIANA CITADEL PO BOX 222 MADISON IN 47250 132923701 501C3 11100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY VETERANS COUNCIL PO BOX 302 HANOVER IN 47243 351862991 501C3 11000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPRINGDALE CEMETERY ASSOCIATION PO BOX 131 MADISON IN 47250 900804691 501C3 11000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRINCE OF PEACE CATHOLIC CHURCH 305 WEST STATE ST MADISON IN 47250 350868045 501C3 10500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HERITAGE TRAIL CONSERVANCY 935 W SECOND ST MADISON IN 47250 453435893 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE FREEDOM CENTER INC 419 EAST STREET MADISON IN 47250 873948958 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC MADISON INC 301 WEST SECOND STREET MADISON IN 47250 351833602 501C3 9000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED JR HIGH SCHOOL 701 EIGHTH ST MADISON IN 47250 356002609 GOVERNMENT 7500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC HOOSIER HILLS RC&D PO BOX 407 VERSAILLES IN 47042 237438274 501C3 7200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY YOUTH SHELTER INC PO BOX 444 MADISON IN 47250 351606865 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED SCHOOL CORP EDUCATION FOUNDATION 2421 WILSON AVE MADISON IN 47250 465005913 501C3 6400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF SOUTHEAST INDIANA 931 LANIER DR MADISON IN 47250 351891625 501C3 6000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF CAMP LOUIS ERNST INC 1602 N EAGLE HOLLOW RD MADISON IN 47250 854027388 501C3 5400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 32 0 SCHOLARSHIP 65 175672 PART I, LINE 2: ALL ORGANIZATIONS RECEIVING GRANTS MUST COMPLETE A FINAL REPORT AND SUBMIT, DISCLOSING THE USE OF THE FUNDS. THE GRANTS COMMITTEE FOLLOWS UP TO ENSURE THESE FORMS ARE RECEIVED. THE BOARD REVIEWS THE FINAL REPORTS ONCE RECEIVED TO VERIFY GRANTS ARE USED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PASSED OUT TO BOARD MEMBERS PRIOR TO THE BOARD MEETING. AT THE BOARD MEETING THE FORM IS APPROVED. THEN THE PRESIDENT & CEO SIGNS AND MAILS/E-FILES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY. ANY CONFLICTS ARE DISCLOSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL EVALUATION IS DONE. COMPARABILITY DATA IS USED AND THE BOARD REVIEWS AND MAKES FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: SFAS #136 ADJUSTMENT -410,454. CHANGE IN CHARITABLE GIFT ANNUITY -112,921. FORM 990,PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. CFMJC PROPERTIES LLC 416 WEST STREET MADISON IN 47250 462384150 REAL ESTATE HOLDING IN 20020 241393 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC