2024-11-04T12:42:56-05:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 352127564 COMMUNITY FOUNDATION OF PULASKI COUNTY INC COMM 5749460906 221 N MONTICELLO ST WINAMAC IN 469961331 LEEANN WRIGHT EXECUTIVE DIRECTOR 5749460906 2024-10-25 true false THOMAS A ROBERTS P00997867 7652847554 2024-10-25 2023 2024-10-15 13:58:12Z KAYE BEALL 221 N MONTICELLO ST WINAMAC IN 46996 3590720 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. 15 15 3 15 0 1893646 311667 224306 247706 395745 436942 73101 59167 2586798 1055482 490076 520618 0 147322 149765 0 48746 419461 472560 1056859 1142943 1529939 -87461 14459159 15792563 1097374 1198017 13361785 14594546 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 381422 314820 148624 GRANTS PAID OUT TO LOCAL NONPROFIT ORGANIZATIONS FROM EARNINGS ON ENDOWED FUNDS. 139702 115281 54495 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. 6228 5118 2477 GRANTS FROM DONOR ADVISED FUNDS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. 104270 85399 42110 GRANTS FROM PASS THRU FUNDS, ANNUITIES, AND TRUSTS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. 104270 85399 42110 631622 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 6 0 true 3 true false 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 X LEEANN WRIGHT 5749460906 221 N MONTICELLO ST WINAMAC IN 46996 KAYE BEALL PRESIDENT 1.00 X X 0 0 0 JILL KASTEN VICE PRESIDE 1.00 X X 0 0 0 KURT DICKEY TREASURER 1.00 X X 0 0 0 VICKI OVERMYER SECRETARY 1.00 X X 0 0 0 PAM BURGER DIRECTOR 1.00 X 0 0 0 MISSY CULP DIRECTOR 1.00 X 0 0 0 KATIE DEGROOT DIRECTOR 1.00 X 0 0 0 KAREN JONES DIRECTOR 1.00 X 0 0 0 ROBERT KLITZMAN DIRECTOR 1.00 X 0 0 0 RHONDA LOWER DIRECTOR 1.00 X 0 0 0 GREG MALOTT DIRECTOR 1.00 X 0 0 0 BILL PEPPERS DIRECTOR 1.00 X 0 0 0 SHANE PILARSKI DIRECTOR 1.00 X 0 0 0 JOHN SASS DIRECTOR 1.00 X 0 0 0 CHRISTIAN SMITH DIRECTOR 1.00 X 0 0 0 LEEANN WRIGHT EXECUTIVE DI 40.00 X 71273 0 5956 71273 5956 false false false 311667 311667 ADMINISTRATIVE FEES 561000 247706 247706 247706 285361 285361 2686819 2535238 151581 151581 151581 FARM RENT 56783 56783 MISC 2384 2384 59167 1055482 250090 493725 394677 394677 125941 125941 71273 17818 42764 10691 60412 15103 36247 9062 8191 2457 3686 2048 9889 2967 4450 2472 247706 247706 58822 58822 43267 43267 5674 1895 3779 5413 1624 2436 1353 63347 51897 7361 4089 10894 3268 4902 2724 3960 1188 1782 990 3503 1051 1576 876 2684 805 1208 671 REPAIRS AND MAINTENANCE 8260 2478 3717 2065 COMMUNITY LEADERSHIP 6685 6685 DONOR DEVELOPMENT 6454 6454 DUES AND SUBSCRIPTIONS 3136 941 1412 783 2755 827 1239 689 1142943 631622 462575 48746 1133525 814292 4931 16851 422389 26858 127060 395531 13198574 14560958 14459159 15792563 13120 20746 10954 10542 1073300 1166729 1097374 1198017 X 565116 453632 12796669 14140914 13361785 14594546 14459159 15792563 X -87461 1421001 -100779 X false true X true false X 844356 1939296 246454 1893646 311667 5235419 844356 1939296 246454 1893646 311667 5235419 2770976 2464443 349239 376128 533593 331707 285361 1876028 181 92 73101 56783 130157 7241604 1077462 0.34030 0.35290 X PART II, LINE 10 OTHER INCOME 73,374 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 15675 5118 712610 true true 13681038 191070 1897735 496957 1182499 235954 13854433 14058618 1867919 -1624101 364878 256520 13681038 13088244 128398 1885785 236084 231240 14058618 10891001 1635790 965284 226827 177004 13088244 8927017 879121 1580392 282252 213277 10891001 0.86310 0.13690 false false 422389 26858 395531 395531 AGENCY FUNDS 1151312 ANNUITY RESERVES 15417 1166729 X 2266982 1421001 -6001 1415000 851982 43267 160233 203500 1055482 1034221 1034221 43267 65455 108722 1142943 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 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 AGREEMENTS -6,001 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 160,233 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 65,455 true CENTER FOR WORKFORCE INNOVATIONS INC 2804 BOILERMAKER COURT VALPARAISO IN 46383 352099782 501C3 10000 WORKFORCE RESOURCES EASTERN PULASKI COMMUNITY SCHOOLS 711 SCHOOL DR WINAMAC IN 46996 510136701 GOV 19066 PROGRAM SUPPORT FIRST UNITED METHODIST CHURCH OF WINAMAC PO BOX 343 WINAMAC IN 46996 351173721 7817 CHARITABLE SUPPORT FOOD FINDERS FOOD BANK INC 1204 GREENBUSH ST LAFAYETTE IN 47904 311020198 501C3 6000 MOBILE PANTRY MAIN STREET WINAMAC 200 W MAIN ST WINAMAC IN 46996 922832955 501C3 38000 DOWNTOWN DEVELOP. MEDARYVILLE WHITE POST VOLUNTEER FIRE DEPARTMENT INC 422 E MAIN ST MEDARYVILLE IN 47957 270028739 501C3 5933 DRONE PROJECT PACE PO BOX 407 WINAMAC IN 46996 352173037 501C3 57458 GRANT DISTRIBUTION PULASKI ANIMAL CENTER PO BOX 156 WINAMAC IN 46996 320403429 501C3 7208 CHARITABLE SUPPORT PULASKI COUNTY HISTORICAL SOCIETY 121 S MONTICELLO ST WINAMAC IN 46996 352083035 501C3 29010 CHARITABLE SUPPORT PULASKI COUNTY LIBRARY 121 S RIVERSIDE DR WINAMAC IN 46996 351128833 GOV 22764 EDUCATION PULASKI MEMORIAL HOSPITAL 616 E 13TH ST WINAMAC IN 46996 351097674 501C3 17458 CHARITABLE SUPPORT ST LUKE COMMUNITY CHURCH PO BOX 147 SAN PIERRE IN 46374 18811 CHARITABLE SUPPORT STAR CITY FIRE DEPARTMENT 5784 S JUDSON ST STAR CITY IN 46985 GOV 6140 CHARITABLE SUPPORT THE UPTOWN PROJECT INC PO BOX 547 FRANCESVILLE IN 47946 813078821 501C3 12644 COMMUNITY DEVELOP. TOWN OF WINAMAC 120 W MAIN ST WINAMAC IN 46996 GOV 26011 CHARITABLE SUPPORT VFW POST 1728 1066 S US HIGHWAY 35 WINAMAC IN 46996 350827207 501C19 5050 SIGNAGE WEST CENTRAL JR-SR HIGH SCHOOL 1852 SOUTH US HWY 421 FRANCESVILLE IN 47946 GOV 5408 HEALTH OCCUPATION WHME-TV 61300 IRONWOOD RD SOUTH BEND IN 46614 351287226 501C3 5375 CHARITABLE SUPPORT WNIT 300 WEST JEFFERSON BVLD SOUTH BEND IN 46601 351155594 501C3 5375 CHARITABLE SUPPORT WTTW 5400 N SAINT LOUIS AVENUE CHICAGO IL 606254698 362246703 501C3 5375 CHARITABLE SUPPORT WYIN 8625 INDIANA PLACE MERRILLVILLE IN 46410 310960136 501C3 5375 CHARITABLE SUPPORT 18 3 SCHOLARSHIPS 44 125941 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. 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 -6,001 AGENCY FUND REVENUE -160,233 AGENCY FUND EXPENSES 65,455 TOTAL -100,779