2024-11-12T09:50:59-05:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 311170412 HENRY COUNTY COMMUNITY FOUNDATION INC HENR 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 JENNIFER FOX PRESIDENT 7655292235 2024-11-12 true false THOMAS A ROBERTS P00997867 7652847554 2024-11-12 2023 2024-10-15 13:58:12Z JENNIFER FOX PO BOX 6006 NEW CASTLE IN 47362 9283715 false X WWW.HENRYCOUNTYCF.ORG X 1985 IN THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. 15 15 7 80 1103 1638515 1063748 525981 544597 622573 1414307 43915 1217 2830984 3023869 1551560 1710131 0 329138 323370 0 239234 1071486 1089529 2952184 3123030 -121200 -99161 49096211 53715367 1408853 1450467 47687358 52264900 X THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. false false 1888906 1710131 544597 THE FOUNDATION IS DEDICATED TO EDUCATING, COMMUNICATING AND CELEBRATING COMMUNITY SPIRIT THROUGH THE GENEROSITY OF OUR DONORS. IN 2023, 189 SCHOLARSHIPS WERE AWARDED ALONG WITH GRANTS TO MANY NOT-FOR-PROFITS. THE PURPOSE OF THE GRANTS INCLUDES ARTS/CULTURE, EDUCATION, HEALTH, ENVIRONMENT, HUMAN SERVICES, COMMUNITY DEVELOPMENT AND YOUTH. 1888906 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 21 0 7 true true true false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false IN X X THE ORGANIZATION 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 CARRIE BARRETT CHAIR 1.00 X X 0 0 0 FORREST PLANK VICE CHAIR 1.00 X X 0 0 0 NANCY LEWIS VICE CHAIR/S 1.00 X X 0 0 0 DEBI WARE TREASURER 1.00 X X 0 0 0 JON MADISON ADVISOR 1.00 X X 0 0 0 SUSAN FALCK-NEAL DIRECTOR 1.00 X 0 0 0 DARIN BROWN DIRECTOR 1.00 X 0 0 0 MIKE BROYLES DIRECTOR 1.00 X 0 0 0 JERRY CASH DIRECTOR 1.00 X 0 0 0 TODD EVERSOLE DIRECTOR 1.00 X 0 0 0 COREY MURPHY DIRECTOR 1.00 X 0 0 0 KYLE SIEWERT DIRECTOR 1.00 X 0 0 0 MARIBETH TAYLOR DIRECTOR 1.00 X 0 0 0 MARK TAYLOR DIRECTOR 1.00 X 0 0 0 KEVIN BROWN DIRECTOR 1.00 X 0 0 0 JENNIFER FOX PRESIDENT 40.00 X 100816 0 4182 100816 4182 1 false false false 1063748 189931 1063748 ADMINISTRATIVE FEES 561000 544597 544597 544597 768310 768310 6905843 6259846 645997 645997 645997 FEG II 900099 23450 23450 TRUEBRIDGE VII 525990 701 701 IRONSIDES PARTNERSHIP FUND V 525990 614 614 -23548 -23662 114 1217 3023869 544597 1103 1414421 1029972 1029972 680159 680159 100816 33269 35286 32261 172063 56781 60222 55060 27118 8949 9491 8678 23373 7713 8181 7479 544597 544597 20400 20400 247171 247171 14963 4938 5237 4788 19927 6575 6976 6376 46831 15454 16391 14986 33861 11173 11852 10836 1933 637 677 619 9526 3144 3334 3048 31365 10350 10978 10037 10184 3361 3564 3259 FUNDRAISING 72177 72177 STRATEGIC PLANNING 16997 5609 5949 5439 LILLY 14238 9054 2708 2476 MEMBERSHIPS AND DUES 5359 1768 1876 1715 3123030 1888906 994890 239234 100 300 2017127 1721190 11574 11574 35281 39696 43278 1015808 363110 662963 652698 46354609 51241324 6379 6737 3763 2985 49096211 53715367 17818 28623 8392 11327 1382643 1410517 1408853 1450467 X 1112663 1363951 46574695 50900949 47687358 52264900 49096211 53715367 X -99161 4783866 -107163 X false true X true false X 3007406 1364663 1903565 1638515 1063748 8977897 3007406 1364663 1903565 1638515 1063748 8977897 3756221 5221676 729824 -57383 592507 632450 768310 2665708 3149 42915 103 46167 5550 1250 114 6914 11696686 2465699 0.44640 0.47290 X PART II, LINE 10 MISCELLANEOUS 6,800 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 204540 133051 2206453 true true 45186258 731941 5705875 1426883 838277 49358914 53135068 1354607 -7380350 1365262 32609 525196 45186258 45472090 1674279 7913609 1292925 151753 480232 53135068 42236733 414421 4442979 758405 620555 243083 45472090 35049910 2815160 5911980 1065107 35845 439365 42236733 0.00430 0.69240 0.30330 false false 152514 152514 751019 278232 472787 112275 84878 27397 652698 AGENCY FUNDS 994435 ANNUITY RESERVES 413097 RIGHT OF USE LIABILITY 2985 1410517 X 7418569 4783866 -52399 4731467 2687102 247171 89596 336767 3023869 2841027 2841027 247171 34832 282003 3123030 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS 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 2020, 2021, AND 2022 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 AGREEMENT -52,399 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 89,596 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 34,832 true AMERICAN RED CROSS 1510 N MERIDIAN ST INDIANAPOLIS IN 46202 530196605 501C3 8651 OPERATING SUPPORT ART ASSOCIATION OF HENRY COUNTY 218 S 15TH ST NEW CASTLE IN 47362 351632891 501C3 50985 OPERATING SUPPORT BELIEVE AND ACHIEVE MENTORING PO BOX 464 NEW CASTLE IN 47362 521041241 501C3 12741 OPERATING SUPPORT CHICAGO CORNER CHURCH 8405 E SR 38 NEW CASTLE IN 47362 351532038 501C3 9356 OPERATING SUPPORT CHRISTIAN LOVE CENTER 418 S 18TH ST NEW CASTLE IN 47362 351684808 501C3 7330 OPERATING SUPPORT FIRST FRIENDS MEETING 503 S MAIN ST NEW CASTLE IN 47362 356023855 501C3 15563 OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH PO BOX 491 NEW CASTLE IN 47362 351479466 501C3 9266 OPERATING SUPPORT FIRST UNITED METHODIST CHURCH 1324 CHURCH ST NEW CASTLE IN 47362 350933547 501C3 20063 OPERATING SUPPORT GOD'S GRAIN BIN 1623 VINE STREET NEW CASTLE IN 47362 743243177 501C3 54000 OPERATING SUPPORT GRACE UNITED METHODIST CHURCH 1300 E ADAMS DR FRANKLIN IN 46131 351041916 501C3 85000 OPERATING SUPPORT GUYER OPERA HOUSE 110 W MAIN ST LEWISVILLE IN 47352 310896403 501C3 6016 OPERATING SUPPORT HEALTHY COMMUNITIES OF HENRY COUNTY PO BOX 921 NEW CASTLE IN 47362 351887164 501C3 31952 TRAIL DEVELOPMENT HEAVENEARTH CHURCH 309 E MAIN ST WHITELAND IN 46184 872248080 501C3 15000 OPERATING SUPPORT HENRY COUNTY CANCER SOCIETY 2461 N WEST RAINTREE DR NEW CASTLE IN 47362 871729334 501C3 8596 OPERATING SUPPORT HENRY COUNTY CHILD CARE NETWORK 5126 N MUNCIE PIKE NEW CASTLE IN 47362 882383407 501C3 27000 ROOM ADDITION HENRY COUNTY FARMERS MARKET 16299 LINDSEY RD MILTON IN 47357 850867208 501C3 10469 SUMMER INTERNSHIP HENRY COUNTY HEART SOCIETY 1000 N 16TH ST NEW CASTLE IN 47362 351405253 501C3 17494 OPERATING SUPPORT HENRY COUNTY HISTORICAL SOCIETY 606 S 14TH ST NEW CASTLE IN 47362 237226249 501C3 10624 OPERATING SUPPORT HENRY COUNTY HOSPITAL FOUNDATION 1000 N 16TH ST NEW CASTLE IN 47362 356042246 501C3 17462 OPERATING SUPPORT HENRY COUNTY MEMORIAL PARK 2221 N MEMORIAL DR NEW CASTLE IN 47362 352080553 GOV 25000 PLAYGROUND EQUIPMENT HENRY COUNTY REMC PO BOX D 3400 S SR 3 NEW CASTLE IN 47362 350377085 501C12 6633 ELECTRIC DISPLAY HENRY COUNTY YMCA 300 WITTENBRAKER AVE NEW CASTLE IN 47362 350873347 501C3 45516 OPERATING SUPPORT HONEY CREEK UNITED METHODIST CHURCH PO BOX 39 MIDDLETOWN IN 47356 351699711 501C3 29110 OPERATING SUPPORT HOOSIER GYM COMMUNITY CENTER 355 N WASHINGTON ST KNIGHTSTOWN IN 46148 351891029 501C3 10546 OPERATING SUPPORT INTERLOCAL CAP PO BOX 449 NEW CASTLE IN 47362 351116629 501C3 17800 HVAC UNITS KENNARD KRUSADERS 201 W MARTINDALE ST PO BOX 213 KENNARD IN 47351 843748105 501C3 5500 OPERATING SUPPORT KENNARD VFD PO BOX 153 KENNARD IN 47351 351599149 501C4 7699 EMS SAFETY EQUIPMENT KINDERGARTEN PREP AND CHILD CARE INC 5126 N MUNCIE PIKE NEW CASTLE IN 47362 921053954 501C3 17322 CARPET/INTERNSHIP LITTLE RED DOOR CANCER AGENCY 2311 W JACKSON ST MUNCIE IN 47303 350914096 501C3 5868 OPERATING SUPPORT MIDDLETOWN FALL CREEK PUBLIC LIBRARY 780 HIGH STREET MIDDLETOWN IN 47356 GOV 6481 TEEN SPACE UPDATES MIDDLETOWN-FALL CREEK TWP HISTORICAL SOCIETY 559 LOCUST ST PO BOX 63 MIDDLETOWN IN 47356 351688257 501C3 5472 OPERATING SUPPORT NEW CASTLE BREAKFAST OPTIMISTS 711 SOUTH 11TH ST NEW CASTLE IN 47362 351949875 501C4 6000 PROGRAM SUPPORT NEW CASTLE-HENRY COUNTY EMS 432 BROAD ST NEW CASTLE IN 47362 356001134 GOV 32745 OPERATING SUPPORT NEW CASTLE EVENING KIWANIS PO BOX 93 NEW CASTLE IN 47362 832819064 501C3 6091 OPERATING SUPPORT NEW CASTLE HENRY COUNTY HUMANE SOCIETY 11 MIDWAY DR NEW CASTLE IN 47362 237070762 501C3 5581 OPERATING SUPPORT NEW CASTLE LODGE NO 91 F&AM 251 W SR 38 NEW CASTLE IN 47362 350146640 501C10 15402 OPERATING SUPPORT NEW CASTLE MAIN STREET INC 1090 W CR 100 S NEW CASTLE IN 47362 472371890 501C3 43750 OPERATING SUPPORT NEW CASTLE SCHOOL CORPORATION 322 ELLIOTT AVENUE NEW CASTLE IN 47362 356002688 GOV 35238 PROGRAM SUPPORT NEW CASTLE-HENRY COUNTY PUBLIC LIBRARY PO BOX J 376 S 15TH ST NEW CASTLE IN 47362 356001959 501C3 13983 OPERATING SUPPORT RAINTREE HABITAT FOR HUMANITY PO BOX 6024 NEW CASTLE IN 47362 581285159 501C3 22241 OPERATING SUPPORT SALVATION ARMY OF HENRY COUNTY PO BOX 571 2500 WASHINGTON ST NEW CASTLE IN 47362 362167910 501C3 13378 PROGRAM SUPPORT SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 N OLD SR 3 MUNCIE IN 47303 311111795 510C3 12000 PROGRAM SUPPORT SHENANDOAH SCHOOL CORPORATION 5100 N RAIDER ROAD MIDDLETOWN IN 47356 351083263 GOV 6800 PROGRAM SUPPORT SOUTH HENRY SCHOOL CORPORATION PO BOX 177 LEWISVILLE IN 47352 351077632 GOV 10727 PROGRAM SUPPORT SPICELAND PRESERVATION AND TOURISM SOCIETY PO BOX 453 SPICELAND IN 47385 382022394 501C3 11320 OPERATING SUPPORT ST JAMES EPISCOPAL CHURCH 2020 BUNDY AVENUE NEW CASTLE IN 47362 501C3 6220 OPERATING SUPPORT TOWN OF SPICELAND PO BOX 386 SPICELAND IN 47385 356001205 GOV 5808 OPERATING SUPPORT YOUNG LIFE OF HENRY COUNTY 2805 HILLCREST DR NEW CASTLE IN 47362 840385934 501C3 5426 OPERATING SUPPORT 44 4 SCHOLARSHIPS 189 680159 SCHEDULE I, PAGE 1, PART I, LINE 2 THE GRANT APPLICATION PROCESS STARTS WITH A WORKSHOP THAT MUST BE ATTENDED BY ONE PERSON FROM EACH ORGANIZATION OR AGENCY APPLYING FOR A GRANT. THIS IS FOLLOWED BY A GRANT APPLICATION PROCESS. AFTER THE GRANT APPLICATIONS ARE RECEIVED, THEY ARE TURNED OVER TO A MEMBER OF THE GRANTS COMMITTEE WHO DOES A SITE VISIT TO SEE THE ORGANIZATION AND/OR PROGRAM AND TO SPEAK TO THE PERSON IN CHARGE AS TO THE GRANT. THIS COMMITTEE MEMBER THEN MEETS WITH THE TOTAL GRANT COMMITTEE AND MAKES RECOMMEDATIONS FOR THE GRANT OR REASONS THE GRANT IS NOT WORTHY OF RECOMMENDATION. THE COMMITTEE THEN VOTES AND THOSE RECOMMENDATIONS ARE TAKEN TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. X 5 189931 AVE HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES PERMANENT FUNDS FOR PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. FORM 990, PAGE 6, PART VI, LINE 11B AUDITED FINANCIAL STATEMENTS ARE REVIEWED WITH THE GOVERNING BOARD AND THE AUDITOR. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE AT MONTHLY BOARD MEETINGS AS PART OF THE AGENDA. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR IS GOVERNED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE PRESIDENT PERFORMS THE REVIEW FOR ALL OTHER FOUNDATION PERSONNEL ON AN ANNUAL BASIS PRIOR TO ANNUAL AUDIT. FORM 990, PAGE 6, PART VI, LINE 19 HENRY 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 ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -52,399 AGENCY FUND REVENUE -89,596 AGENCY FUND EXPENSES 34,832 TOTAL -107,163