2024-07-30T12:17:44-05:00 2023-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-01-01 237016089 INDIANAPOLIS - MARION COUNTY PUBLIC LIBRARY FOUNDATION INC INDI 3172754700 PO BOX 6134 INDIANAPOLIS IN 462066134 ROBERTA JAGGERS FOUNDATION PRESIDENT 3172754700 2024-07-29 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2024-07-29 2023 2024-08-08 14:25:15Z THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION ROBERTA JAGGERS PO BOX 6134 INDIANAPOLIS IN 462066134 4577556 0 X INDYPLFOUNDATION.ORG X 1969 IN SEE SCHEDULE O.PARTNER WITH DONORS TO ENRICH LIVES, FOSTER LIFELONG LEARNING AND ENGAGE OUR DIVERSE COMMUNITY THROUGH THE INDIANAPOLIS PUBLIC LIBRARY. 19 19 9 63 0 0 1637715 2026214 0 0 705566 351971 208745 216753 2552026 2594938 2191654 2257077 0 0 709322 772991 0 0 501959 239012 266214 3139988 3296282 -587962 -701344 22700353 24211070 56745 43154 22643608 24167916 X PARTNER WITH DONORS TO ENRICH LIVES, FOSTER LIFELONG LEARNING AND ENGAGE OUR DIVERSE COMMUNITY THROUGH THE INDIANAPOLIS PUBLIC LIBRARY. 0 0 1142125 1111104 THE FOUNDATION FUNDS SPECIAL COLLECTIONS AND TECHNOLOGY TO HELP THE LIBRARY PROVIDE RESOURCES FOR PATRONS. MAJOR EXAMPLES INCLUDE: MARION COUNTY INTERNET LIBRARY--A COLLECTION OF ONLINE DATABASES THE LIBRARY ADMINISTERS AND SHARES WITH SELECT HIGH SCHOOL MEDIA CENTERS AND UNIVERSITY LIBRARIES THROUGHOUT THE CITY. ENCYCLOPEDIA OF INDIANAPOLIS--A PARTNERSHIP WITH THE POLIS CENTER AT INDIANA UNIVERSITY INDIANAPOLIS, THE LIBRARY CONTINUES DEVELOPING AND EXPANDING THIS INTERACTIVE ONLINE REPOSITORY OF INDIANAPOLIS' PAST AND PRESENT. DEVICE LENDING--TO HELP BRIDGE THE DIGITAL DIVIDE, THE FOUNDATION SUPPORTS DEVICE LENDING AT SEVERAL LIBRARY LOCATIONS ACROSS THE CITY WITH LIBRARY PATRONS CHECKING OUT WI-FI HOTSPOTS, CHROMEBOOKS OR BOTH TO USE AT HOME FOR JOB SEARCHES, EDUCATIONAL NEEDS AND MORE. BUNNY BAG BOOKS--BAGS FULL OF AGE-APPROPRIATE PICTURE BOOKS FOR EARLY READERS THAT CAN BE CHECKED OUT BY BOTH INDIVIDUALS AND CHILDCARE CENTERS. 477102 467102 THE FOUNDATION FUNDS A SERIES OF PROGRAMS AND OUTREACH EFFORTS DESIGNED TO HELP CHILDREN BECOME MORE CAPABLE, ENTHUSIASTIC READERS AND SAVVY, PRODUCTIVE USERS OF TECHNOLOGY. OFFERED AT ALL 25 LIBRARY LOCATIONS THROUGHOUT THE CITY, THESE PROGRAMS ARE HIGHLY ACCESSIBLE AND REACH UNDERSERVED AUDIENCES, AS 19% OF MARION COUNTY CHILDREN YOUNGER THAN AGE 18 LIVE IN POVERTY. EXAMPLES OF MAJOR CHILDREN'S PROGRAMS ARE: SUMMER READING PROGRAM--TO COUNTER SUMMER LEARNING LOSS, THIS PROGRAM REWARDS CHILDREN FOR READING OVER THE SUMMER MONTHS AND HAD 22,000 YOUTH PARTICIPANTS ENROLLED WHO READ MORE THAN 16 MILLION MINUTES. READING READY--THIS MULTI-FACETED INITIATIVE HELPS CHILDREN UNDER THE AGE OF FIVE DEVELOP EARLY LITERACY AND TECHNOLOGY SKILLS NEEDED FOR A SUCCESSFUL START IN SCHOOL. READING READY INCLUDES: ON THE ROAD TO READING--EACH MONTH THE LIBRARY PROVIDES STORY PROGRAMS TO APPROXIMATELY 60 HOME AND FAITH-BASED DAYCARES IN LOW- AND MODERATE-INCOME AREAS WITH EACH SESSION CONSISTING OF A STORY PROGRAM AND A DELIVERY OF BUNNY BAGS FILLED WITH PICTURE BOOKS FOR CHILDREN TO ENJOY BETWEEN VISITS, AS WELL AS EARLY LITERACY PROFESSIONAL DEVELOPMENT FOR CHILDCARE PROVIDERS; PRESCHOOL PROGRAMS & READING READY TIME--THIS INITIATIVE ALLOWS PRESCHOOL CHILDREN TO ENGAGE IN LEARNING THROUGH IN-BRANCH AND RECORDED VIDEO PROGRAMS TO EXPERIENCE ART, MUSIC, SPORTS AND MORE WITH THE VIDEOS OFTEN ENGAGING MANY OF THE SAME PRESENTERS TO DO RECORDED PROGRAMS FOR CHILDCARE CENTERS AND CLASSROOMS THAT CANNOT ATTEND IN-PERSON PROGRAMS; AND STAFFING WITH PRIVATE FUNDS SUPPORTING THE LIBRARY'S HERBERT SIMON EARLY LITERACY SPECIALIST WHO OVERSEES AND EVALUATES READING READY PROGRAMMING, AS WELL AS PART-TIME OUTREACH STAFF WHO IMPLEMENT ON THE ROAD TO READING. 328446 328446 THE FOUNDATION FUNDS LIBRARY PROGRAMS THAT HIGHLIGHT THE CULTURES AND COMMUNITIES IN INDIANAPOLIS. EXAMPLES OF MAJOR PROGRAMS INCLUDE: MEET THE ARTISTS--A TWO-MONTH EXHIBITION OF LOCAL AND REGIONAL BLACK ARTISTS CELEBRATING AFRICAN AMERICAN CULTURE AND HERITAGE; THE EXHIBIT'S GALA FEATURES LIVE PERFORMANCES, A FASHION SHOW, AND AN OPPORTUNITY TO SPEAK WITH THE ARTISTS ON EXHIBITION. CONCERT SERIES--MUSICIANS FROM THE INDIANAPOLIS SYMPHONY ORCHESTRA AND OTHER LOCAL ENSEMBLES PERFORM CONCERTS THROUGHOUT THE YEAR AT CENTRAL LIBRARY AND SELECT BRANCHES, EXPOSING PATRONS TO A VARIETY OF MUSICAL STYLES. CENTER FOR BLACK LITERATURE & CULTURE--A DEDICATED SPACE AT CENTRAL LIBRARY CELEBRATES THE VIBRANT HERITAGE AND TRIUMPHS OF THOSE BORN OF AFRICAN ROOTS AND PROVIDES A PLACE FOR ALL WHO ARE INTERESTED IN EXPLORING THIS RICH CULTURE AND HERITAGE THROUGH COLLECTIONS, RESOURCES, AND PROGRAMS. PROGRAMS FOR IMMIGRANTS AND REFUGEES--NON-NATIVE ENGLISH SPEAKERS CAN IMPROVE THEIR LITERACY SKILLS THROUGH SEVERAL PROGRAMS, INCLUDING PATHWAYS TO LITERACY AND CONVERSATION CIRCLES. 438740 350424 THE FOUNDATION FUNDS ADULT/LIFELONG LEARNING PROGRAMS TO BOLSTER WORKPLACE SKILLS, OFFER TRAINING ON THE LATEST TECHNOLOGY, AND PROVIDE OUTLETS FOR PURSUING HOBBIES AND EXPLORING OTHER TOPICS OF INTEREST. MAJOR EXAMPLES OF PROGRAMS INCLUDE: EARLY CHILDHOOD EDUCATOR WORKSHOPS--CHILDCARE PROVIDERS ENGAGE IN WORKSHOPS, PRESENTED VIRTUALLY AND IN PERSON, ABOUT BEST PRACTICES FOR TEACHING PRESCHOOL CHILDREN TO EARN CREDITS FOR CREDENTIALING AND TO IMPROVE THE QUALITY OF THE CARE THEY PROVIDE. JOB CENTER--ADULTS NEEDING SUPPORT IN JOB SEARCHES, RESUME WRITING AND MORE CAN MEET WITH DEDICATED STAFF AT THE EAST THIRTY-EIGHTH STREET BRANCH FOR ASSISTANCE. TECHNOLOGY PROGRAMS--PROGRAMS INCLUDE COMPUTER CLASSES TAUGHT IN SPANISH AND ENGLISH, AS WELL AS WORKSHOPS AT A VARIETY OF SKILL LEVELS FOR ADULTS TO EXPLORE CODING. WORKSHOPS ON GARDENING, COOKING, PERSONAL FINANCE, AND HEALTH ARE EXAMPLES OF OTHER LIFELONG LEARNING OPPORTUNITIES THE LIBRARY PROVIDES. THE FOUNDATION PROVIDES SUPPORT FOR INDIVIDUAL LIBRARY LOCATIONS (CENTRAL LIBRARY AND EACH BRANCH), BOOKS PURCHASED THROUGH TRIBUTE GIFTS, AND OTHER ENHANCEMENTS TO LIBRARY PROGRAMS. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT FOR SOME LIBRARY STAFFING COSTS ASSOCIATED WITH IMPLEMENTING THE AFOREMENTIONED PROGRAMS, AS WELL AS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LIBRARY STAFF, AND FUNDING ACTIVITIES TO SHOW APPRECIATION FOR LIBRARY VOLUNTEERS AND STAFF FOR THEIR CONTRIBUTIONS AND EFFORTS THROUGHOUT THE YEAR. 438740 350424 2386413 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 4 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X DENISE ELKINS 3172754700 2450 N MERIDIAN STREET INDIANAPOLIS IN 462085732 ANGELA MAGER CHAIR 1.00 X X 0 0 0 BRAD HOLTZ VICE CHAIR 1.00 X X 0 0 0 AMPARO DE LA PENA SECRETARY 1.00 X X 0 0 0 CHRIS MENNEL TREASURER 1.00 X X 0 0 0 ANDREW SOSHNICK IMMEDIATE PAST CHAIR 1.00 X 0 0 0 RAY BIEDERMAN BOARD MEMBER 1.00 X 0 0 0 DEBORA BROWN BOARD MEMBER 1.00 X 0 0 0 MARCIO DONATELLI BOARD MEMBER 1.00 X 0 0 0 BRUCE J GLOR BOARD MEMBER 1.00 X 0 0 0 DENISE HERD BOARD MEMBER 1.00 X 0 0 0 SHERRI C LAUVER BOARD MEMBER 1.00 X 0 0 0 KERI JETER LEWIS BOARD MEMBER 1.00 X 0 0 0 VISHAL LODHA BOARD MEMBER 1.00 X 0 0 0 SUZANN LUPTON BOARD MEMBER 1.00 X 0 0 0 PAUL PEAPER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SCHUERMAN BOARD MEMBER 1.00 X 0 0 0 SHELLEY A STEWART BOARD MEMBER 1.00 X 0 0 0 BERTHRAN UGEH BOARD MEMBER 1.00 X 0 0 0 GREGORY HILL EX-OFFICIO 1.00 X 0 0 0 ROBERTA KNICKERBOCKER JAGGERS FOUNDATION PRESIDENT 40.00 X 159617 0 28986 DENISE ELKINS OFFICE MANAGER 40.00 X 91961 0 21963 251578 0 50949 1 0 1 0 0 43902 1982312 41156 2026214 339155 339155 1960443 1947627 12816 12816 12816 21658 43902 34909 -13251 -13251 230086 82 230004 230004 2594938 230004 0 338720 2257077 2257077 302527 30253 164618 107656 333400 33340 53940 246120 32394 3239 5282 23873 58261 5826 12939 39496 46409 4641 15315 26453 32150 32150 37913 37913 33986 33986 2482 2482 50788 19642 31146 1412 1412 7737 7737 1548 1548 9088 9088 RECOGNITIONS 40585 38313 2272 DONOR CULTIVATION 21049 21049 PROGRAM SUPPORT 13724 13724 MISCELLANEOUS 12572 12572 1180 1180 3296282 2386413 407910 501959 836912 837191 2053410 2120017 299331 221065 42346 41164 19343 24058 202735 198935 5348 3800 9334294 10301703 10109369 10662072 22700353 24211070 56745 43154 56745 43154 X 4172074 4439983 18471534 19727933 22643608 24167916 22700353 24211070 X -701344 1172130 1053522 X X 0 1 X 1 0 X 2960270 1946570 2694614 1637715 2026214 11265383 2960270 1946570 2694614 1637715 2026214 11265383 1179850 10085533 346798 270129 502022 318777 339155 1776881 9994 9994 13052258 993363 0.77270 0.75740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUES - 2019 AMOUNT: $ 9,994. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12145071 89889 1327303 634000 12928263 14150304 159048 -1555573 608708 12145071 11653832 59283 2910216 473027 14150304 10840326 60893 1093912 341299 11653832 9903216 192495 1340840 596225 10840326 0.01000 0.67000 0.32000 1 0 202735 198935 3800 3800 DUE FROM LIBRARY 28369 BENEFICIAL INTEREST IN ASSETS HELD 10633703 10662072 X 4817668 1172130 1053604 2225734 2591934 37913 -34909 3004 2594938 3293360 82 82 3293278 37913 -34909 3004 3296282 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO FUND EARLY CHILDHOOD LITERACY INITIATIVES, ESPECIALLY THOSE THAT REACH UNDERSERVED YOUTH; INITIATIVES TO ENGAGE ADULTS IN LIFELONG LEARNING, ESPECIALLY IN THE AREAS OF BRIDGING THE DIGITAL DIVIDE, ENHANCING WORK AND JOB SEARCH SKILLS; AUTHOR LECTURES, EXHIBITS, COMMUNITY DISCUSSIONS, CONCERT SERIES, ETC.; CHILDREN'S MATERIALS, TECHNOLOGY AND PROGRAMMING; STAFF DEVELOPMENT; EDUCATIONAL OPPORTUNITIES FOR ALL; AND TEEN INITIATIVES. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. 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 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 1,053,522. COST OF GOODS SOLD 82. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -34,909. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 82. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -34,909. CIRCULATE 2023 65560 43902 21658 1416 1014 19798 3368 9313 65560 43902 21658 1416 1014 19798 3368 9313 34909 -13251 1 INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY 2450 N MERIDIAN ST INDIANAPOLIS IN 46208 356062066 GOVT 2245633 11444 FMV MATERIALS FUNDING FOR VARIOUS LIBRARY PROGRAMS 1 0 PART I, LINE 2: THE FOUNDATION STAFF MAINTAINS A CASH FLOW ON THE TIMING AND AMOUNTS OF FUNDS TO DISBURSE AND FOLLOWS UP WITH THE LIBRARY ON THE AMOUNT OF FUNDS USED. X X X 0 0 0 0 0 0 0 0 0 ROBERTA KNICKERBOCKER JAGGERS FOUNDATION PRESIDENT 159617 0 0 0 0 0 15962 0 13024 0 188603 0 0 0 X 4041 FMV X 6 29027 FMV X BUS PASSES 1 7088 FMV X GIFT CARDS 1 1000 FMV 0 1 1 PART I, LINE 32B: A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED FORM 990, PART V, LINE 2A THE ORGANIZATION UTILIZES WORKSMART SYSTEMS, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), AS A CO-EMPLOYER RELATIONSHIP. ALL EMPLOYEE AND EMPLOYER TAX FILINGS ARE ISSUED BY WORKSMART SYSTEMS. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION UPDATED THE BYLAWS TO INCLUDE A ONE-YEAR RENEWABLE TERM FOR THE LIBRARY TRUSTEE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS UPLOADED TO BOARDEFFECT (THE FOUNDATION'S BOARD PORTAL) FOR MEMBERS OF THE FINANCE & AUDIT COMMITTEE TO REVIEW AND APPROVE; THE MEMBERS OF THE BOARD ARE PROVIDED THE FORM 990 VIA BOARDEFFECT FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION, ON AN ANNUAL BASIS, DISTRIBUTES A CONFLICT OF INTEREST POLICY AND DISCLOSURE OF CONFLICTS. THE CONFLICT OF INTEREST STATEMENT ALLOWS DIRECTORS TO DISCLOSE POTENTIAL CONFLICTS WITH EACH OTHER, AS DEFINED BY OUR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEYS AND STUDIES AND IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON VERBAL OR WRITTEN REQUEST, THE FOUNDATION WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS VIA MAIL, FAX, OR E-MAIL. FORM 990 AND AUDITED FINANCIALS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15B: ALTHOUGH NOT INDEPENDENTLY APPROVED, THE FOUNDATION PRESIDENT DOES USE COMPENSATION STUDIES AND SURVEYS TO DETERMINE SALARY AMOUNT FOR OTHER OFFICERS AND KEY EMPLOYEES, AND CONSULTS WITH BOARD'S EXECUTIVE COMMITTEE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 1,053,522. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE & AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.