2024-11-15T10:12:32-05:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 356019016 COMMUNITY FOUNDATION OF WABASH COUNTY INC COMM 2609824824 220 E MAIN ST NORTH MANCHESTER IN 469621823 BRIAN HOWENSTINE CHAIR 2609824824 2024-11-07 true true THOMAS A ROBERTS P00997867 7652847554 2024-11-07 2023 2024-10-15 13:58:12Z BRIAN HOWENSTINE 220 E MAIN ST NORTH MANCHESTER IN 46962 23725459 false X WWW.CFWABASH.ORG X 1954 IN THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. 16 16 8 15 0 10786395 6897782 513849 496338 2132241 2231862 12000 33783 13444485 9659765 2605041 4133099 0 470107 506394 0 57857 1150935 1066385 4226083 5705878 9218402 3953887 75052845 86192405 3621631 6258590 71431214 79933815 X THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. false false 1121703 946786 114158 THE COMMUNITY FOUNDATION ACCEPTS GRANT APPLICATIONS FROM AREA ORGANIZATIONS TWO TIMES A YEAR AND AT ITS DISCRETION WITHOUT ADVICE OR RECOMMENDATIONS FROM A DONOR, OR ANY PERSONS DESIGNATED BY THE DONOR(S), AWARDS GRANTS FOR CHARITABLE PURPOSES WHICH ENRICH LIFE IN WABASH COUNTY BY RESPONDING TO EMERGING AND CHANGING NEEDS AND BY SUSTAINING EXISTING ORGANIZATIONS AND INSTITUTIONS IN SUPPORT OF ARTS AND CULTURE, COMMUNITY AND CIVIC DEVELOPMENT, HEALTH AND HUMAN SERVICES, EDUCATION, RECREATION, AND THE ENVIRONMENT. 485973 409922 49634 THE COMMUNITY FOUNDATION PROVIDES GRANTS TO INDIVIDUALS IN THE FORM OF SCHOLARSHIPS. WE ALSO PROVIDE ASSISTANCE TO INDIVIDUALS FOR BASIC NEEDS DURING A TIME OF FINANCIAL CRISIS BROUGHT ON BY A MEDICAL CONDITION. THE COMMUNITY FOUNDATION ALSO MAKES GRANTS FROM FIELD OF INTEREST ENDOWMENTS, WHICH PROVIDE SUPPORT FOR SPECIFIED CHARITABLE PURPOSES. GRANTS ARE MADE WITH AND WITHOUT ADVICE OR RECOMMENDATIONS FROM THE DONOR OR ANY PERSON DESIGNATED BY THE DONOR. 3250645 2748709 327583 THE COMMUNITY FOUNDATION GRANTS TO SPECIFIED PUBLIC CHARITIES AS NAMED BY DONORS OF DESIGNATED ENDOWMENTS. DESIGNATED ENDOWMENTS PROVIDE FINANCIAL SUPPORT IN PERPETUITY TO ORGANIZATIONS WHOSE MISSIONS INCLUDE THE ADVANCEMENT OF HEALTH AND HUMAN SERVICES, EDUCATION, FITNESS AND RECREATION, ARTS AND CULTURE, COMMUNITY AND CIVIC DEVELOPMENT, AND THE ENVIRONMENT. 35287 27682 4963 PROMISE SCHOLARSHIPS ARE AWARDED TO HELP STUDENTS PAY FOR A COLLEGE OR CAREER EDUCATION AFTER HIGH SCHOOL. PROMISE SCHOLARSHIPS ARE EARNED IN GRADES 4 THROUGH 8 THROUGH IN-SCHOOL CLASSROOM ACHIEVEMENTS AND REGULAR SAVINGS. SCHOLARSHIPS ARE AWARDED TO A STUDENT'S EARLY AWARD SCHOLARSHIP FUND, WHICH IS ADMINISTERED BY THE COMMUNITY FOUNDATION. 35287 27682 4963 4893608 true true false false false true false true 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 true false false true false false false false false false false false true 3 0 8 true false false false false false false false false false false false false false false false X 16 16 true false false false false false false true true false false true true true true true true true false false IN X X X THE ORGANIZATION 2609824824 220 E MAIN ST NORTH MANCHESTER IN 469621823 BRIAN HOWENSTINE CHAIR 3.00 X X 0 0 0 RUSSELL COULTER-KERN VICE CHAIR 3.00 X X 0 0 0 BRIAN PEAS TREASURER 3.00 X X 0 0 0 JIM WIDNER SECRETARY 3.00 X X 0 0 0 JIM CHINWORTH DIRECTOR 1.00 X 0 0 0 MARK FORD DIRECTOR 1.00 X 0 0 0 BETH GILLESPIE DIRECTOR 1.00 X 0 0 0 KEITH GILLENWATER DIRECTOR 1.00 X 0 0 0 TODD LYBARGER DIRECTOR 1.00 X 0 0 0 KELSEY JO KESSIE DIRECTOR 1.00 X 0 0 0 DAVE MANN DIRECTOR 1.00 X 0 0 0 SUSAN MANWARING DIRECTOR 1.00 X 0 0 0 JOE MESSER DIRECTOR 1.00 X 0 0 0 TYLER OLSON DIRECTOR 1.00 X 0 0 0 JOHN PHILIPPSEN DIRECTOR 1.00 X 0 0 0 JIM SMITH DIRECTOR 1.00 X 0 0 0 PATRICIA GRANT PRESIDENT/CE 40.00 X X 119053 0 19000 119053 19000 1 false false false 6897782 194149 6897782 ADMINISTRATIVE FEE INCOME 561000 496338 496338 496338 2132396 2132396 14165160 14065694 99466 99466 99466 MISCELLANEOUS REVENUE 33783 33783 33783 9659765 629587 2132396 3834244 3834244 298855 298855 119053 79766 32144 7143 338971 225011 92727 21233 12941 8661 3487 793 35429 23583 9652 2194 496338 496338 58863 58863 241509 241509 33109 13604 19505 71362 43922 22408 5032 32649 16093 14599 1957 10261 1594 8667 56339 56339 8051 8051 CONSULTING SERVICES 48044 48044 DUES AND SUBSCRIPTIONS 7477 7477 MISCELLANEOUS EXPENSE 2383 2383 5705878 4893608 754413 57857 10520902 13958166 36511 38426 911175 202141 754909 709034 63379591 71152956 4200 4200 356732 329623 75052845 86192405 15293 41323 178972 143072 3427366 6074195 3621631 6258590 X 1402174 541494 70029040 79392321 71431214 79933815 75052845 86192405 X 3953887 7296773 -2748059 X false true X true false X 5464459 6504428 5706041 10764103 4556968 32995999 5464459 6504428 5706041 10764103 4556968 32995999 9978830 23017169 1898274 1434341 2779926 2224920 2035588 10373049 43369048 2466443 0.53070 0.54520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 46 757599 280292 592033 4290 12789007 8027201 true true 4200 X false 61204003 3595267 8185129 3175697 496338 69312364 65489832 7703765 -9610974 1864771 513849 61204003 58895345 3213725 6334619 2460748 493109 65489832 51140770 4387750 5504041 1777572 359644 58895345 39593246 4546924 8337834 1284753 52481 51140770 0.00460 0.88320 0.11220 false false 673944 84013 589931 237231 118128 119103 709034 ASSETS HELD FOR OTHER AGENCIES 5492904 RIGHT OF USE 307939 ANNUITIES PAYABLE 273352 6074195 X 13827892 7296773 -76686 7220087 6607805 241509 2810451 3051960 9659765 5325291 5325291 241509 139078 380587 5705878 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'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 -76,686 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 2,810,451 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 139,078 true 85 HOPE INC P O BOX 27 WABASH IN 46992 450951305 501C3 15000 HEALTHCARE SERVICES ARC OF WABASH COUNTY INC P O BOX 400 WABASH IN 46992 351095971 501C3 5717 GENERAL SUPPORT BABE OF WABASH COUNTY 88 WEST HILL STREET WABASH IN 46992 842949624 501C3 92710 GENERAL SUPPORT BLESSINGS IN A BACKPACK IN NORTH MANCHESTER PO BOX 2 NORTH MANCHESTER IN 46962 356078699 501C3 10000 PROGRAM SUPPORT BLESSINGS IN A BACKPACK IN WABASH PO BOX 2 NORTH MANCHESTER IN 46962 261964620 501C3 10000 PROGRAM SUPPORT CLAYPOOL UNITED METHODIST CHURCH 302 EAST SECTION STREET CLAYPOOL IN 46510 351496991 501C3 7000 GENERAL SUPPORT DANIEL'S PLACE INC 113 WEST MAIN STREET NORTH MANCHESTER IN 46962 831190602 501C3 175000 GENERAL SUPPORT DON WOOD FOUNDATION PO BOX 25537 FORT WAYNE IN 46825 823518678 501C3 490934 ADULT LEARNING EEL RIVER COMMUNITY CHURCH OF THE BRETHREN 2507 EAST STATE ROAD 14 SILVER LAKE IN 46982 351985647 501C3 28000 VULNERABLE CHILDREN ESTELLE PEABODY MEMORIAL HOME 400 W 7TH STREET NORTH MANCHESTER IN 46962 350883511 501C3 140000 GENERAL SUPPORT FISH OF WABASH INC 770 1/2 WEST HILL STREET WABASH IN 46992 351551373 501C3 5684 GENERAL SUPPORT GROW WABASH COUNTY FOUNDATION 214 SOUTH WABASH STREET WABASH IN 46992 351538747 501C3 85000 WORKFORCE PROGRAM HABITAT FOR HUMANITY WABASH COUNTY 375 MACHESTER AVENUE WABASH IN 46992 351836737 501C3 5683 WEBSITE DEVELOPMENT HEARTLAND CAREER CENTER 79 SOUTH 200 WEST WABASH IN 46992 351113677 GOV 12000 PROGRAM SUPPORT HONEYWELL FOUNDATION INC 275 WEST MARKET STREET NORTH MANCHESTER IN 46962 350390706 501C3 65825 GENERAL SUPPORT HOUSTING ACTION OF WABASH COUNTY 7580 S 950 W NORTH MANCHESTER IN 469629402 883167332 501C3 20000 STRATEGIC PLANNING JOSIAH WHITE'S 5233 SOUTH 50 EAST WABASH IN 46992 350883520 501C3 9405 GENERAL/GREENHOUSE KOSCIUSKO COUNTY 4-H COUNCIL INC 202 WEST MAIN STREET WARSAW IN 46580 352069680 501C3 7043 GENERAL SUPPORT LAKELAND CHRISTIAN ACADEMY 1093 SOUTH 250 EAST WINONA LAKE IN 468905703 351327583 501C3 21521 GENERAL SUPPORT LEARN MORE CENTER P O BOX 272 NORTH MANCHESTER IN 46962 264153548 501C3 50000 ADULT EDUCATION LIVING WELL IN WABASH COUNTY P O BOX 447 WABASH IN 46992 351514343 501C3 24439 GENERAL SUPPORT MANCHESTER CHURCH OF THE BRETHREN PO BOX 349 NORTH MANCHESTER IN 46962 6113 OPERATING SUPPORT MANCHESTER EARLY LEARNING CENTER 705 NORTH MARKET STREET NORTH MANCHESTER IN 46962 351164197 501C3 16191 EARLY CHILDHOOD ED MANCHESTER RECREATION ASSOCIATION P O BOX 281 NORTH MANCHESTER IN 46962 352182345 501C3 15000 GENERAL SUPPORT MANCHESTER UNIVERSITY 604 EAST COLLEGE AVENUE NORTH MANCHESTER IN 46962 350868127 501C3 20687 SCHOLARSHIP SUPPORT MCS-MANCHESTER COMMUNITY SCHOOLS 404 WEST 9TH STREET NORTH MANCHESTER IN 46962 383593467 GOV 40000 PROGRAM SUPPORT NORTH MANCHESTER CIVIC SYMPHONY SOCIETY INC 102 NORTH HEETER STREET NORTH MANCHESTER IN 46962 310940191 501C3 19117 OPERATING SUPPORT NORTH MANCHESTER FIRST BRETHREN CHURCH 407 NORTH SYCAMORE NORTH MANCHESTER IN 46962 351617416 501C3 9491 GENERAL SUPPORT NORTH MANCHESTER HISTORICAL SOCIETY P O BOX 361 NORTH MANCHESTER IN 46962 351434591 501C3 9143 GENERAL SUPPORT NORTH MANCHESTER PARKS & RECREATION 902 NORTH MARKET STREET PO BOX 252 NORTH MANCHESTER IN 46962 356001144 GOV 29426 EVENTS PAVILION NORTH MANCHESTER PUBLIC LIBRARY 405 NORTH MARKET STREET NORTH MANCHESTER IN 46962 356001970 GOV 72343 GENERAL SUPPORT OAKLAWN CEMETERY ASSOCIATION P O BOX 214 NORTH MANCHESTER IN 46962 350555750 501C3 15050 GENERAL SUPPORT PARKVIEW WABASH HOSPITAL FOUNDATION 710 NORTH EAST STREET WABASH IN 46992 351921445 501C3 33849 GENERAL SUPPORT PEABODY RETIREMENT COMMUNITY 400 WEST 7TH STREET NORTH MANCHESTER IN 46962 310994072 501C3 214114 GENERAL SUPPORT SAINT BERNARD CATHOLIC SCHOOL 191 NORTH CASS STREET WABASH IN 46992 350873338 6633 GENERAL SUPPORT THE PRESBYTERIAN SCHOOL 123 WEST HILL ST WABASH IN 46992 350870107 501C3 10251 STRATEGIC INITIATIVE TIMBERCREST RETIREMENT COMMUNITY P O BOX 501 NORTH MANCHESTER IN 46962 350960298 501C3 55900 GENERAL SUPPORT VISIT WABASH COUNTY 221 SOUTH MIAMI STREET WABASH IN 46992 351972564 501C4 17250 PROJECT SUPPORT WABASH CITY SCHOOLS 189 W MARKET STREET WABASH IN 46992 351102136 GOV 126174 PROJECT SUPPORT WABASH COUNTY HISTORICAL MUSEUM 36 EAST MARKET STREET WABASH IN 46992 352087230 501C3 21913 GENERAL SUPPORT WABASH COUNTY YMCA 500 SOUTH CASS STREET WABASH IN 46992 350733765 501C3 564445 GENERAL SUPP/ROOF WABASH FIRST UNITED METHODIST CHURCH 110 NORTH CASS ST WABASH IN 46992 203380254 501C3 95176 BUILDING IMPROVMENTS WABASH FRIENDS CHURCH 3563 SOUTH STATE ROAD 13 WABASH IN 46992 356046502 501C3 13719 GENERAL SUPPORT WABASH RECOVERY SERVICES PO BOX 826 WABASH IN 46992 870988522 501C3 250000 GENERAL SUPPORT ZION EVANGELICAL LUTHERAN CHURCH 113 WEST MAIN STREET NORTH MANCHESTER IN 46962 351393470 501C3 20419 GENERAL SUPPORT 42 3 SCHOLARSHIPS 143 286520 GOOD SAMARITAN GRANTS 19 12335 SCHEDULE I, PAGE 1, PART I, LINE 2 ORGANIZATIONS ARE REQUIRED TO SIGN AN AGREEMENT THAT STATES THEY WILL USE THE GRANT FOR CHARITABLE PURPOSES ONLY, AND FOR THE PURPOSE THEY STATED ON THEIR GRANT APPLICATION. UPON COMPLETION OF THEIR PROGRAM, ORGANIZATIONS ARE TO SUBMIT A FINAL REPORT THAT DOCUMENTS WHAT THE FUNDS WERE USED FOR AND ACCOUNTS FINANCIALLY FOR THE EXPENDITURE OF THOSE FUNDS. STRAUSS FAMILY PARTNERSHIP KEY EMPLOYEE 24000 BUILDING LEASE false X 5 194149 AVG HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. FORM 990, PAGE 2, PART III, LINE 4D PROMISE SCHOLARSHIPS ARE AWARDED TO HELP STUDENTS PAY FOR A COLLEGE OR CAREER EDUCATION AFTER HIGH SCHOOL. PROMISE SCHOLARSHIPS ARE EARNED IN GRADES 4 THROUGH 8 THROUGH IN-SCHOOL CLASSROOM ACHIEVEMENTS AND REGULAR SAVINGS. SCHOLARSHIPS ARE AWARDED TO A STUDENT'S EARLY AWARD SCHOLARSHIP FUND, WHICH IS ADMINISTERED BY THE COMMUNITY FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 2 PATTY GRANT/COMM. FOUND. WABASH CO. DAVID GRANT/COMM. FOUND. WABASH CO. PRES/CEO INVEST. COMM FAMILY PATTY GRANT/COMM. FOUND. WABASH CO. DAN KROUSE/COMM. FOUND. WABASH CO. PRES/CEO DEVEL. COMM FAMILY FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AT A DESIGNATED MEETING FOR REVIEW AND APPROVAL PRIOR TO MAILING. FORM 990, PAGE 6, PART VI, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND MEMBERS WHO SERVE ON COMMUNITY FOUNDATION COMMITTEES REVIEW THE FOUNDATION'S CURRENT CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH TERM THAT THEY SERVE. THE MEMBERS SIGN A DECLARATION ACKNOWLEDGING RECEIPT AND COMPLIANCE WITH THE POLICY. WHEN A CONFLICT ARISES, THE PERSON WITH THE CONFLICT DISCLOSES SAID CONFLICT AND IT IS NOTED IN THE MEETING MINUTES. THE PERSON WITH THE CONFLICT MAY NOT VOTE OR PARTICIPATE IN FURTHER DISCUSSIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE BOARD CHAIR AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 COMMUNITY FOUNDATION OF WABASH 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. 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, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -76,686 AGENCY FUND REVENUE -2,810,451 AGENCY FUND EXPENSES 139,078 TOTAL -2,748,059