2024-11-14T05:35:39-08:00 2023-12-31 351445791 Honegger Ringger & Co Inc 1905 N Main Street Bluffton IN 46714 990 2023-01-01 356042815 WELLS COUNTY FOUNDATION INC WELL 2608248620 222 W MARKET STREET BLUFFTON IN 46714 TAMMY SLATER Executive Director 2024-11-14 true true Brad H Johnson CPA P00388321 2608244107 2023 2024-10-15 13:58:12Z 222 W MARKET STREET BLUFFTON IN 46714 12218545 false X www.wellscountyfound.org X 1957 IN CHARITABLE FOUNDATION ESTABLISHED TO ENHANCE THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. 10 10 3 30 0 901904 520256 0 1063153 1104985 -219753 110704 1745304 1735945 1547758 1287175 0 197725 208208 0 77396 152430 149882 1897913 1645265 -152609 90680 31426440 35180769 1424936 1140802 30001504 34039967 CHARITABLE FOUNDATION ESTABLISHED TO ENHANCE THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. false false 904475 868787 PROVIDE BENEFITS AND DEVELOPMENT OF THE WELLS COUNTY COMMUNITY BY PROVIDING PROGRAM/PROJECT FUNDING FOR QUALIFIED CHARITABLE ORGANIZATIONS PURSUANT TO THE PURPOSE OF DONOR INTENTIONS AND BY FUNDING PROGRAMS OR PROJECTS THAT IMPROVE THE COMMUNITY. 459925 418388 AWARD SCHOLARSHIPS TO WELLS COUNTY RESIDENTS TO ASSIST IN PURSUING POST-SECONDARY EDUCATION. 146 STUDENTS RECEIVED SCHOLARSHIPS IN 2023. 1364400 true true false false false true false false false true true false false false true false false true false false false false false false false false false true true false false false false false false false false false false false false false true false false false false true 3 0 true 3 true false false false false false false false 0 false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true true false IN X X KAITLYN MCNALLY 2608248620 360 N MAIN ST SUITE C BLUFFTON IN 46714 X TAMMY SLATER EXEC DIRECTOR 40.00 0.00 85096 0 0 ALAN GUNKEL President 0.00 0.00 X X 0 0 0 BRAD JOHNSON TREASURER 0.00 0.00 X X 0 0 0 JESSICA BRICKER Secretary 0.00 0.00 X X 0 0 0 SARAH MCNEILL Vice President 0.00 0.00 X X 0 0 0 RICK GENTIS Director 0.00 0.00 X 0 0 0 KODY KUMFER Director 0.00 0.00 X 0 0 0 STEPHEN PASTORE Director 0.00 0.00 X 0 0 0 SETH WHICKER Director 0.00 0.00 X 0 0 0 MICHAEL TOWNE Director 0.00 0.00 X 0 0 0 LUANN GARTON Director 0.00 0.00 X 0 0 0 85096 0 false false false 0 520256 520256 0 619646 619646 0 0 0 10967939 10482600 485339 485339 485339 0 0 0 CHANGE IN PERPETUAL TRUST 102564 102564 MISCELLANEOUS 525 525 OPERATING FEES 7615 7615 110704 1735945 596043 619646 868787 868787 418388 418388 0 0 85096 28365 28365 28366 0 103072 36140 51536 15396 0 5645 1935 2397 1313 14395 4935 6112 3348 0 0 49745 49745 0 0 0 0 0 11902 11902 0 0 6838 6838 33 33 0 0 0 0 22468 22468 6606 6606 DONOR DEVELOPMENT 24154 24154 REPAIRS & MAINTENANCE 8359 8359 ADMINISTRATION FEES 5850 5850 AMORTIZATION 4819 4819 9108 9108 1645265 1364400 203469 77396 25 25 1393522 1264875 655000 0 0 0 0 0 0 1564 1594 495678 161966 356180 333712 28384365 32846902 0 0 0 635784 733661 31426440 35180769 5611 5805 332888 229682 1086437 905315 1424936 1140802 X 1808593 1862226 28192911 32177741 30001504 34039967 31426440 35180769 90680 3947783 X false true X true false X 684766 242372 1247369 585209 658453 3418169 0 0 684766 242372 1247369 585209 658453 3418169 612419 2805750 398419 373340 343567 334999 601296 2051621 0 345 20 1847 532 525 3269 5473059 0.51260 0.54110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 9000 30290 1960005 true true 24419721 184024 4301241 813354 280885 27810747 30336399 103320 -4947260 775082 297656 24419721 26595148 281175 4534064 779602 294386 30336399 23712260 44398 3834659 745132 251037 26595148 19656585 421606 4486637 630470 222098 23712260 0.00800 0.59080 0.40120 false false false 20000 20000 370451 86686 283765 105227 75280 29947 333712 AGENCY LIABILITIES 834030 ANNUITY LIABILITY 19783 CUSTODIAL LIABILITIES 51502 905315 5683728 3947783 3947783 1735945 1735945 1645265 1645265 1645265 Part V, Line 4: Intended uses of the endowment fund. THE FOUNDATION HOLDS SEVERAL ENDOWED FUNDS THAT WERE CREATED BY DONORS OR SET ASIDE BY THE FOUNDATION TO INVEST AND CREATE INCOME AVAILABLE TO BE SPENT ON ENHANCING THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. THE ENDOWED FUND BALANCES ARE NOT INTENDED TO BE SPENT BY THE FOUNDATION. SOME FUNDS MAY TARGET DIFFERENT AREAS OR CATEGORIES IN THE COMMUNITY SUCH AS ARTS AND CULTURE, CIVIC AFFAIRS, COMMUNITY DEVELOPMENT, EDUCATION, YOUTH, ENVIRONMENT, ANIMAL WELFARE, RECREATION, HEALTH AND HUMAN SERVICES. true ALIVE & WELL ABSTINENCE EDUC 650 N MAIN ST SUITE B BLUFFTON IN 46714 711019116 501C3 15000 0 BOOK EDUCATIONAL PROGRAM FOR YOUTH BI-COUNTY SERVICES INC 425 E HARRISON ST BLUFFTON IN 46714 356203048 501C3 33275 0 BOOK PROGRAMS FOR MENTALLY HANDICAPPED BLUFFTON PARKS DEPARTMENT 128 E MARKET ST BLUFFTON IN 46714 356000955 501C3 50640 0 BOOK VARIOUS ACTIVITIES AT LOCAL PARKS BLUFFTON-HARRISON MSD 805 E HARRISON ST BLUFFTON IN 46714 351065748 501C3 12664 0 BOOK VARIOUS EDUC ITEMS & MATERIALS CN FOUNDATION FAMILY YMCA 550 W DUSTMAN RD BLUFFTON IN 46714 350886850 501C3 8089 0 BOOK SUPPORT FOR CHILDCARE CENTER COMM HARVEST FOOD BANK NE IN 999 EAST TILLMAN ROAD FORT WAYNE IN 46816 311100607 501C3 7500 0 BOOK PROVIDE FOOD FOR COMMUNITY COMMUNITY CARE OF WELLS CO 116 S JOHNSON ST BLUFFTON IN 46714 300787163 501C3 44000 0 BOOK FUNDING FOR PROGRAMS & FACILITY CREATIVE ARTS-WELLS CO 211 W WATER ST SUITE B BLUFFTON IN 46714 237369770 501C3 26649 0 BOOK PROVIDE ART PROGRAMS TO COMMUNITY FAMILY CENTERED SERVICES 123 S MARION ST BLUFFTON IN 46714 351768199 501C3 26790 0 BOOK VARIOUS FAMILY PROGRAMS FIRST UNITED METHODIST CHURCH 325 W WASHINGTON ST BLUFFTON IN 46714 356000384 501C3 12000 0 BOOK FUND FIRST WE CARE PROGRAM HEARTSPRING INC 8700 EAST 29TH ST NORTH WICHITA KS 67226 480561969 501C3 8825 0 BOOK SUPPORT CHILDREN WITH SPECIAL NEEDS HELPING HANDS PREGNANCY RES 116 E DUSTMAN RD SUITE B BLUFFTON IN 46714 454998438 501C3 5308 0 BOOK FUNDING TOWARD BABY ITEMS JUNIOR ACHIEVEMENT OF NORTHERN INDIANA 601 NOBLE DRIVE FORT WAYNE IN 46825 841267604 501C3 7700 0 BOOK JA PROGRAMS IN WELLS CO SCHOOLS NORTHERN WELLS COMM SCHOOLS 312 N JEFFERSON ST OSSIAN IN 46777 351065328 501C3 8050 0 BOOK VARIOUS EDUCATION PROGRAMS OSSIAN FIRE DEPARTMENT 507 N JEFFERSON ST OSSIAN IN 46777 351754024 501C3 8825 0 BOOK SUPPORT FOR LOCAL FIRE DEPT PLEASANT DALE CEMETERY ASSOC 5161 W 300 N DECATUR IN 46733 351589082 501C3 9000 0 BOOK SUPPORT OF CHARITABLE ACTIVITIES PLEASANT DALE CHURCH 4505 W 300 N DECATUR IN 46733 351589082 501C3 6000 0 BOOK CHURCH'S CHARITABLE PURPOSES PONETO VOL FIRE DEPT PO BOX 137 PONETO IN 46781 501C3 15592 0 BOOK SUPPORT LOCAL FIRE DEPT RILEY CHILDRENS FOUNDATION 30 S MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 350868147 501C3 15000 0 BOOK REPLENISH FUNDS WELLS CO KIDS RUN HARD REST WELL 1596 S 150 W ALBION IN 46701 472473950 501C3 15678 0 BOOK WORKPLACE WELLNESS SUPPORT SOUTHERN WELLS COMM SCHOOLS 9120 S 300 W PONETO IN 46781 351077633 501C3 17749 0 BOOK VARIOUS EDUCATION PROGRAMS ST JOSEPH CATHOLIC CHURCH 1300 N MAIN ST BLUFFTON IN 46714 300516171 501C3 18000 0 BOOK CHURCH'S CHARITABLE PURPOSES ST VINCENT DE PAUL CATHOLIC 1502 E WALLEN ROAD FORT WAYNE IN 46825 351003124 501C3 12000 0 BOOK CHURCH'S CHARITABLE PURPOSES STILLWATER HOSPICE 5910 HOMESTEAD RD FORT WAYNE IN 46804 352003105 501C3 7000 0 BOOK GRIEF SUPPORT & HOSPICE CARE THE LITERACY ALLIANCE 1005 W RUDISILL BLVD STE 307 FORT WAYNE IN 46807 351710780 501C3 10000 0 BOOK PROJECT GRADUATE PROGRAM UNITED WAY OF WELLS CO 122 LAMAR ST SUITE 118 BLUFFTON IN 46714 310969009 501C3 18400 0 BOOK SUPPORT COMMUNITY PROGRAMS WELLS CO 4-H ASSOCIATION 1240 4-H PARK ROAD BLUFFTON IN 46714 351152326 501C3 14683 0 BOOK FUNDING FOR FACILITY IMPROVEMENTS WELLS CO BOYS & GIRLS CLUB 1410 S WAYNE ST BLUFFTON IN 46714 311253620 501C3 36100 0 BOOK SUPPORT PROGRAMS FOR KIDS IN COMM WELLS CO FOOD BANK PO BOX 186 BLUFFTON IN 46714 351695779 501C3 5500 0 BOOK FOOD BANK FOR WELLS COUNTY WELLS CO HISTORICAL SOCIETY PO BOX 143 BLUFFTON IN 46714 310889231 501C3 7500 0 BOOK BUILDING IMPROVEMENTS FOR MUSEUM WELLS COUNTY PUBLIC LIBRARY 200 W WASHINGTON ST BLUFFTON IN 46714 356000258 501C3 24651 0 BOOK VARIOUS LIBRARY PROGRAMS WELLS COUNTY REVITALIZATION INC 211 WATER ST BLUFFTON IN 46714 351625609 501C3 117900 0 BOOK SUPPORT REVITALIZATION OF COMMUNITY YOUTH FOR CHRIST PO BOX 431 BLUFFTON IN 46714 351837273 501C3 10000 0 BOOK CAMPUS LIFE PROGRAMS YWCA NORTHEAST INDIANA 5920 DECATUR ROAD FORT WAYNE IN 46816 350868220 501C3 10600 0 BOOK DOMESTIC VIOLENCE EDUCATION 31 3 SCHOLARSHIPS FOR WELLS CO IND. 146 418388 BOOK Additional Supplemental Information SCHEDULE I PART IIITHE FOUNDATION ANNUALLY AWARDS SEVERAL SCHOLARSHIPS TO ALLOW THE RECIPIENTS TO PROMOTE HIGHER EDUCATION LEVEL AMONG AREA RESIDENTS. MANY DIFFERENT SCHOLARSHIP PROGRAMS ARE AVAILABLE DEPENDING ON THE FIELD OF INTEREST THAT WAS SPECIFIED BY THE INDIVIDUALS WHO DONATED FUNDS TO ESTABLISH THE PARTICULAR PROGRAM. THE SCHOLARSHIPS ARE PUBLICLY ADVERTISED AND AWARDED IN ALL AREA SCHOOLS WHICH AREA RESIDENTS ARE ENROLLED.THE SELECTION OF MANY OF THE SCHOLARSHIPS IS BASED ON INDIVIDUAL JUDGMENTS MADE BY A CONTRACTED, INDEPENDENT, NON-LOCAL PROFESSIONAL WHO THEN ADVISES THE BOARD OF HIS OR HER RECOMMENDATIONS. THERE ARE SEVERAL SCHOLARSHIP PROGRAMS FOR WHICH EACH AREA SCHOOL'S BOARD APPOINTED SCHOLARSHIP SELECTION COMMITTEE DETERMINES THE RECIPIENT(S) FOR THAT PARTICULAR PROGRAM. THE SCHOLARSHIP COMPETITION CONSIDERS A WIDE RANGE OF CRITERIA INCLUDING PAST ACADEMIC RECORD, EXTRA-CURRICULAR ACTIVITIES, COMMUNITY INVOLVEMENT, ACADEMIC AND SOCIAL PROGRESS, AND SCORES ON NATIONAL STANDARDIZED TESTS (SAT, ACT).THE FOUNDATION'S GRANT COMMITTEE DOES SELECT INDIVIDUALS FOR SOME OF THE SCHOLARSHIPS, BUT ULTIMATELY, THE BOARD OF DIRECTORS APPROVES THE RECOMMENDATIONS FROM THE SELECTION SOURCES. AS WITH ALL MATTERS REQUIRING BOARD APPROVAL, ALL CONFLICTS OF INTEREST ARE OPENLY DISCLOSED AND IF ANY BOARD MEMBER HAS HAD A PART IN DETERMINING A RECIPIENT, HE OR SHE IS REQUIRED TO ABSTAIN FROM VOTING.THE SCHOLARSHIP AWARDS RANGE FROM ONE-TIME AWARDS TO FOUR-YEAR RECURRING AWARDS. IN ANY CASE, THOUGH, THE SCHOLARSHIP RECIPIENT MUST SUBMIT AN OFFICIAL INVOICE FOR TUITION AND FEES AND SUBMIT RECEIPTS FOR REIMBURSEMENT FOR BOOKS AND REQUIRED EQUIPMENT. ALL TUITION PAYMENTS ARE MADE PAYABLE ONLY TO THE EDUCATIONAL INSTITUTION. Grantmaker's Description of How Grants are Used ORGANIZATIONS RECEIVING GRANTS ARE SENT A LETTER FROM THE FOUNDATION TO NOTIFY THEM THAT THEIR GRANT WAS APPROVED. THE FOUNDATION INCLUDES A GRANT AGREEMENT WITH THIS LETTER THAT THE ORGANIZATIONS SIGN AND RETURN WHEN THEY ARE READY TO RECEIVE THEIR GRANT MONEY. AFTER THE GRANT MONEY IS USED, THE ORGANIZATIONS ARE REQUIRED TO SEND INVOICES, PICTURES, OR PUBLICITY TO SHOW THE FOUNDATION HOW THE MONEY WAS SPENT. A FINAL GRANT REPORT DETAILING EXPENDITURES IS DUE WITHIN 12 MONTHS FROM THE GRANT DISTRIBUTION. FOUNDATION EMPLOYEES FOLLOW UP WITH ORGANIZATIONS RECEIVING GRANTS IF THEY DO NOT RECEIVE INFORMATION ON HOW THE MONEY WAS SPENT. Form 990, Part VI, Section B, Line 11b ALL FINANCE COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. THE COMMITTEE MET TO DISCUSS THE FORM 990 AND ANSWER ANY QUESTIONS ANY OF THE COMMITTEE MEMBERS HAD. Form 990, Part VI, Section B, Line 12c DIRECTORS ABSTAIN FROM VOTES DURING BOARD MEETINGS THAT WOULD CREATE A CONFLICT OF INTEREST. Form 990, Part VI, Section B, Line 15b EXECUTIVE COMMITTEE MEETS ANNUALLY TO EVALUATE PERFORMANCE OF EXECUTIVE DIRECTOR. COMMITTEE DISCUSSES WHAT THE EXECUTIVE DIRECTOR HAS DONE WELL OVER THE PAST YEAR AND WHAT COULD BE IMPROVED ON OR FOCUSED ON IN THE UPCOMING YEAR. THE COMMITTEE WILL SET COMPENSATION LEVEL AND IN THE PAST HAS COMPARED TO SIMILAR SIZE COMMUNITY FOUNDATIONS.HOURLY WAGES OF OTHER TWO EMPLOYEES ARE FIRST EVALUATED BY EXECUTIVE DIRECTOR WHO RECOMMENDS AN HOURLY RATE TO THE EXECUTIVE COMMITTEE. EXECUTIVE COMMITTEE MEETS ANNUALLY TO REVIEW THESE EVALUATIONS AND DISCUSS THE HOURLY RATES. THE COMMITTEE SETS THE HOURLY RATES OF THESE EMPLOYEES. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. WEST MARKET CENTRE LLC 222 W MARKET STREET BLUFFTON IN 46714 823317678 RENTAL OF OFFICE BUILDING TO THE FOUNDATION IN 318069 WELLS COUNTY FOUNDATION INC false false false false false false false false false false false false false false false false false false false