2024-09-10T10:24:16-05:00 2023-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-01-01 351889139 COMMUNITY FOUNDATION PARTNERSHIP INC COMM 8122792215 PO BOX 1235 BEDFORD IN 47421 ESPERANZA FLORES CEO 8122792215 2024-09-09 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-09-09 2023 2024-08-08 14:25:15Z SEE ADDITIONAL STATEMENT SCH O - LAWRENCE COUNTY COMMUNITY FOUNDATION AND MARTIN COUNTY COMMUNITY FOUNDATION ESPERANZA FLORES PO BOX 1235 BEDFORD IN 47421 7346462 0 X CFPARTNER.ORG X 1993 IN TO IMPROVE THE QUALITY OF LIFE BY PROVIDING PHILANTHROPIC LEADERSHIP AND BUILDING PERMANENT ENDOWMENTS THAT ENABLE DONORS TO MAKE LASTING INVESTMENTS IN LAWRENCE AND MARTIN COUNTIES. 6 6 6 50 0 0 1609654 2058567 473955 14393 1087045 648058 0 -11969 3170654 2709049 1358620 1360616 0 0 346301 371191 0 0 79637 605585 197556 2310506 1929363 860148 779686 26878351 29007161 436971 380448 26441380 28626713 TO IMPROVE THE QUALITY OF LIFE BY PROVIDING PHILANTHROPIC LEADERSHIP AND BUILDING PERMANENT ENDOWMENTS THAT ENABLE DONORS TO MAKE LASTING INVESTMENTS IN LAWRENCE AND MARTIN COUNTIES. 0 0 1542467 1360616 14393 THE CENTRAL PURPOSE OF CFP IS TO SERVE THE NEEDS AND PHILANTHROPIC AIMS OF DONORS WHO WISH TO BETTER THEIR COMMUNITY, NOW AND IN THE FUTURE, WE DO THIS BY PROVIDING DONORS WITH FLEXIBLE, EFFICIENT, AND TAX-EFFECTIVE WAYS TO ENSURE CHARITABLE GIVING ACHIEVES THE GREATEST POSSIBLE IMPACT. THE FOUNDATION PROVIDES SCHOLARSHIPS, INCLUDING THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP, FOR STUDENTS AND AWARD PROJECTS AND PROGRAM GRANTS TO VAROUS 501(C)(3) ENTITIES.THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS AND EVENTS FOR THE COMMUNITY, AND ADVISORS, THE FOUNDATION THROUGH PRINTED NEWSPAPER ADVERTISEMENTS, WEBSITE AND PUBLICATIONS PROVIDES PRINTABLE RESOURCES TO THE GENERAL PUBLIC. 1542467 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 8122792215 PO BOX 1235 BEDFORD IN 47421 CAROL HIGHHOUSE DIRECTOR 1.00 X 0 0 0 JO ANN ASH EX-OFFICIO 1.00 X 0 0 0 KRISTI AUSBROOKS DIRECTOR 1.00 X 0 0 0 PAULA RINGWALD PRESIDENT 1.00 X X 0 0 0 BRENT MAUDLIN VICE PRESIDENT 1.00 X X 0 0 0 SHEA HOOTEN TREASURER 1.00 X X 0 0 0 GARRY SMITH SECRETARY 1.00 X X 0 0 0 ESPERANZA FLORES CEO 40.00 X 114641 0 3595 114641 0 3595 1 0 0 0 0 28250 2030317 42296 2058567 PROGRAM REVENUE 900099 14393 14393 14393 723523 723523 4549979 4625444 -75465 -75465 -75465 0 28250 11969 -11969 -11969 2709049 14393 0 636089 1191874 1191874 168742 168742 118236 39343 56908 21985 220831 73482 106287 41062 5381 1790 2590 1001 811 270 390 151 25932 8629 12481 4822 5720 5720 107772 107772 12235 7953 2447 1835 3673 2388 918 367 13456 8745 3365 1346 24314 15804 4863 3647 4247 4247 1089 1089 18291 13718 1829 2744 6759 4393 1689 677 1929363 1542467 307259 79637 100 100 1257328 1299668 2414 9640 943384 91810 847506 851574 24747978 26823154 23025 23025 26878351 29007161 18123 7996 10919 11152 407929 361300 436971 380448 X 2059885 2269362 24381495 26357351 26441380 28626713 26878351 29007161 X 779686 1359018 46629 X X 0 1 X 1 0 X 1788462 3093166 1624343 1609654 2058567 10174192 1788462 3093166 1624343 1609654 2058567 10174192 2149286 8024906 881534 591365 591781 596668 723523 3384871 13559063 0.59180 0.45450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 13587 6563 494883 1 1 0 1 X 24006562 1352062 1776428 739098 97500 364670 25933784 26537902 938231 -2351252 635195 101845 381279 24006562 23079672 460004 3945473 502498 103297 341458 26537902 21025021 1805606 1033069 390809 90236 302979 23079672 17489884 1235021 3064870 407777 87167 269812 21025021 1.00000 0 0 890455 43337 847118 52929 48473 4456 851574 X 4359390 1359018 359960 1718978 2640412 106184 -37547 68637 2709049 2174057 371929 371929 1802128 106184 21051 127235 1929363 PART IV, LINE 2B: FUNDS ARE RECEIVED AND DISBURSED ON BEHALF OF LOCAL CHARITABLE ORGANIZATIONS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON PERMANENT FUNDS IS USED TO SUPPORT NUMEROUS COMMUNITY CHARITIES. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES 359,960. PART XI, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT -25,578. SPECIAL EVENT EXPENSE -11,969. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES 359,960. SPECIAL EVENT EXPENSE 11,969. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 21,051. FUNDRAISING EVENT 28250 28250 11969 28250 28250 11969 11969 -11969 1 CITY OF LOOGOOTEE 401 JFK AVE LOOGOOTEE IN 47553 356001095 GOV 250000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE METHODIST CHURCH 208 W MAIN ST LOOGOOTEE IN 47553 351012484 501(C)(3) 75639 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHOALS UNITED METHODIST CHURCH 502 W MAIN ST SHOALS IN 47581 351579682 501(C)(3) 75639 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE PICKLEBALL INC PO BOX 12 LOOGOOTEE IN 47553 920996071 501(C)(3) 65058 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHOALS COMMUNITY SCHOOL CORP 11741 IRONTON RD SHOALS IN 47581 356002832 GOV 54258 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIONS BASEBALL & SOFTBALL 2121 RUTHERFORD RD LOOGOOTEE IN 47553 872877401 501(C)(3) 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CRANE TOWN HALL 181 LARRIMER ST CRANE IN 47522 351104432 GOV 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN CO ALLIANCE FOR ECON GROWTH 404 JOHN F KENNEDY AVE LOOGOOTEE IN 47553 263716329 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN CO HISTORICAL SOCIETY 220 CAPITOL AVE SHOALS IN 47581 356069106 501(C)(3) 15456 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GOODWILL CEMETERY ASSOC C/O LOOGOOTEE METHODIST CHURCH PO BOX 24 LOOGOOTEE IN 47553 350902140 501(C)(13) 15240 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAWRENCE CO 4-H COUNCIL 924 SIXTEENTH ST BEDFORD IN 47421 061690303 501(C)(3) 14543 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB OF LAWRENCE CO 2009 19TH ST BEDFORD IN 47421 300759844 501(C)(3) 13808 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE COMMUNITY SCHOOL CORP PO BOX 282 LOOGOOTEE IN 47553 351114047 GOV 13160 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN CO HUMANE SOCIETY 507 N OAK ST LOOGOOTEE IN 47553 351531542 501(C)(3) 10500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF WAGGONERS CHAPEL 13162 EAST RIVER RD SHOALS IN 47581 921719136 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MITCHELL 407 SOUTH 6TH ST MITCHELL IN 47446 356001116 GOV 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE VFD LADIES 3914 BARN RUN RD LOOGOOTEE IN 47553 922882245 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JR STARS INC 6223 WILLIAMS RD BEDFORD IN 47421 923150838 501(C)(3) 7600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MITCHELL COMMUNITY SCHOOLS 1000 W BISHOP BLVD MITCHELL IN 47446 351118172 GOV 7310 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHAWSWICK VOLUNTEER VFD ASSOC 1327 SUNNY ACRES DR BEDFORD IN 47421 510140114 501(C)(3) 6400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN CO 4-H CLUB COUNCIL 2666 US HWY 50 LOOGOOTEE IN 47553 351587743 501(C)(3) 6188 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPRINGVILLE COMMUNITY ASSOCIATION PO BOX 31 SPRINGVILLE IN 47462 465635005 501(C)(3) 5744 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOLUTIONS CENTER 1490 W MAIN ST MITCHELL IN 47446 351968466 501(C)(3) 5667 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PLEASANT RUN PARK INC 815 ROBERTS LN HELTONVILLE IN 47436 351748801 501(C)(3) 5393 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOPE RESOURCE CENTER 717 LINCOLN AVE STE G BEDFORD IN 47421 351787072 501(C)(3) 5241 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHAWSWICK TOWNSHIP TRUSTEE 1212 I ST STE 1 BEDFORD IN 47421 356003756 GOV 5170 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 26 0 SCHOLARSHIPS 101 168742 SCHEDULE I, PAGE 1, PART I, LINE 2 END OF GRANT REPORTS ARE REQUIRED ON ALL OPEN CYCLE/APPLICATION-BASED GRANTS, EXCLUDING SCHOLARSHIP AWARDS. X 2 42296 PUBLICLY TRADED 0 1 1 PART I, LINE 32B: ALL STOCK CONTRIBUTIONS ARE IMMEDIATELY TRANSFERRED TO THE INVESTMENT ADVISOR AND IT IS DETERMINED TO EITHER SELL OR HOLD THE STOCK. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS AN APPROVED WRITTEN 990 REVIEW AND ACCEPTANCE POLICY. AN ELECTRONIC COPY OF FORM 990 IS GIVEN TO THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE POLICIES AND PROCEDURES ANNUALLY OR MORE FREQUENTLY IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS AFTER AN ANNUAL PERFORMANCE REVIEW. THE BOARD USES COMPARABLE DATA FOR COMMUNITY FOUNDATION EXECUTIVE DIRECTORS IN THE ASSESSMENT. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: SFAS #136 ADJUSTMENT 46,629. FORM 990, PAGE 12, LINE2C THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS REMAINS THE SAME FOR THE CURRENT YEAR.