2024-11-02T09:35:13-07:00 2024-06-30 990 2023-07-01 237365930 Community Foundation of St Joseph County Inc COMM 5742320041 305 S Michigan St South Bend IN 46601 Rose Meissner President 5742320041 2024-10-22 true 2023 2024-10-15 13:58:12Z Rose Meissner 305 S Michigan St South Bend IN 46601 30585752 false X www.cfsjc.org X 1974 IN To improve the quality of life for the citizens of St. Joseph County and their succeeding generations. 21 21 17 61 0 0 2993860 9731487 0 14620652 11918123 0 17614512 21649610 9971275 11601951 0 1379468 1360976 0 228794 1470989 1544720 12821732 14507647 4792780 7141963 255508846 278288562 3858815 3627443 251650031 274661119 X To improve the quality of life for the citizens of St. Joseph County and their succeeding generations. false false 4937489 4657578 0 Our largest program area is Health & Human Services. Recognizing that there is not always equitable access to healthcare and necessary services, the Foundation invested heavily in organizations that are seeking to close that gap, including Imani Unidad, St. Vincent de Paul, and REAL Services. The Foundation also helped to fund a childrens counselor position at the YWCA and supported necessary renovations at the Center for the Homeless. We know that our community is only as strong as its individual components, and through these efforts, we hope to ensure that everyone is safe, healthy, and well served. 3868037 3634186 0 Our second largest program area is Youth and Education. Thanks in part to our 21st Century Scholar Success Initiative, nearly 70% of eligible St. Joseph County students were able to qualify for full tuition assistance in 2024. Our sponsorship of Dolly Partons Imagination Library reaches more than 10,000 local children with a new book every month. Our Early Years Count Initiative is continuing to improve outcomes for our countys youngest students, and we have continued to fund Boys & Girls Clubs, the YMCA, local youth camps, and more. We hold more than 65 scholarship funds that grant out close to $1 million annually. Through these initiatives, we hope to build a stronger future for our community by ensuring our youngest members grow into informed, involved citizens. 1884843 1753413 0 Our third largest program area is Arts & Culture. We believe that the arts have the power to bring people together, fostering appreciation and respect for the diversity and beauty of the human experience. Our grants helped support major technology upgrades at WNIT and at The Music Village. We continue to support the creative efforts of dozens of organizations including the South Bend Civic Theatre, South Bend Symphony Orchestra, and Fischoff National Chamber Music Association. In total, we awarded more than $1.7 million in support of the arts, showing our commitment to the tremendous creative talent of our community. 1604349 1513950 0 The rest of the awarded were in the area of Community Development Religious Organizations, and Parks. 1604349 1513950 0 12294718 true true false false false true false false false true false true false false true false false true false false false false false false false false false true true true false false false false false false false false true false false false false true false false false true X 26 0 true 17 true true false false false false false false false false false false false false false false false X 21 21 false false false false false false false true true false false false true true true true true true true false CA IN X X X Rose Meissner 5742320041 305 S Michigan St South Bend IN 46601 Mrs Greta Roemer Lewis Past Chair 1.00 X X 0 0 0 Mrs Maron Fulce Chair 1.00 X X 0 0 0 Mr Richard Currey Vice Chair 1.00 X X 0 0 0 Mr Mark Neal Treasurer 1.00 X X 0 0 0 Mrs Kristin Pruitt Secretary 1.00 X X 0 0 0 Mr Kyle Bossung Director 1.00 X 0 0 0 Hon Cristal Brisco Director 1.00 X 0 0 0 Mr Shannon Cullinan Director 1.00 X 0 0 0 Ms Regina Emberton Director 1.00 X 0 0 0 Dr Gail English Director 1.00 X 0 0 0 Ms Angie Faccenda Director 1.00 X 0 0 0 Ms Kimberly Green Reeves Director 1.00 X 0 0 0 Mr David Kibbe Director 1.00 X 0 0 0 Mrs Lauri Miro Director 1.00 X 0 0 0 Mr Warren Outlaw Director 1.00 X 0 0 0 Mr Leonard Sanchez Director 1.00 X 0 0 0 Mr James Sawdon Director 1.00 X 0 0 0 Mr Timothy Sexton Director 1.00 X 0 0 0 Mr Brian Stanley Director 1.00 X 0 0 0 Mr Darran Teamor Director 1.00 X 0 0 0 Mrs Katie Toothaker Director 1.00 X 0 0 0 Mrs Rose Meissner President/CEO 50.00 X X 272654 0 43952 Ms Anita Echevarria VP Administration 45.00 X X 130241 0 32987 Mrs Angela Workman VP Program 45.00 X 126502 0 9760 529397 0 86699 3 false true false 0 88540 43257 9599690 547137 9731487 10866267 0 10866267 9987998 8936142 1051856 1051856 0 0 1051856 21649610 0 0 11918123 11140864 11140864 461087 461087 419100 90494 235369 93237 647284 427012 150274 69998 105825 47766 37350 20709 116075 51855 51160 13060 72692 36883 25815 9994 29924 0 29924 0 15046 4604 9386 1056 56913 30216 19764 6933 13829 0 13829 0 102610 0 102610 0 95154 0 95154 0 23640 3937 15916 3787 6367 0 6367 0 Bank & Investment Fees 1098779 0 1098779 0 Dues &Subscriptions 29935 0 29935 0 Life Income Agreements 52278 0 52278 0 Advisor Education 10020 0 0 10020 10225 0 10225 0 14507647 12294718 1984135 228794 12159933 13967562 2246931 2119759 1397 1500 188741355 204319708 52359230 57880033 255508846 278288562 98 12386 2940782 2663873 917935 951184 3858815 3627443 X 249403100 272541360 2246931 2119759 251650031 274661119 255508846 278288562 7141963 15869125 X false true X true false X 0 7096600 11171664 3670980 2393860 9731487 34064591 0 0 7096600 11171664 3670980 2393860 9731487 34064591 13987360 20077231 0 21500 21500 21500 21500 0 86000 0 34150591 0.58790 0.58980 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118 1177186 3673311 66799623 true true 228717855 8227107 24006369 7529644 133630 1051141 252236916 219724738 2349213 15700637 7953479 129241 974013 228717855 245221791 8508391 -25673970 7135552 103426 1092496 219724738 163889842 31662275 55667149 4908229 106688 982558 245221791 159289174 2207930 10530571 7162800 123599 851434 163889842 1.00000 false false Common Trust Funds 4339671 F Alternative Investments 53540362 F 57880033 Charitable Gift Annuities 948441 Other Liabilities 2743 951184 Pt V, Line 4 Endowment funds are intended to provide support for various charitable puposes serving St. Joseph County through grantmaking. true Grant Listing Attached South Bend IN 46601 237365930 10893385 0 See Attached 151 29 Scholarships 120 461087 Pt I Line 2 For competitive grant processes, recipients are required to submit a signed grant agreement letter which states that they agree to use the funds as intended and will submit a report accordingly. Typically, a year after approval, these recipients answer a 1 to 2 page questionnaire regarding the use and effectiveness of the program, or the project funded, and a final project budget. These reports are reviewed by staff to assess compliance with the original terms of the grant. Staff follows-up as needed on these reports. For other types of grant distributions, grant recipients receive letters which stipulate how funds are to be used. If deemed appropriate, based on size or specific purpose of the grant, recipients may be required to report on specific use of funds. All recipients are informed that donor-advised grants cannot result in any personal benefit to donors associated with the granting fund. Due diligence procedures are followed, and appropriate information is collected for Foundation files prior to distribution to a new grantee. X X false false false false false false false false false Mrs Rose Meissner 268150 0 0 0 4504 0 0 0 0 0 272654 0 0 0 Ms Anita Echevarria 129737 0 0 0 504 0 0 0 0 0 130241 0 0 0 X 11 547137 Mean of high & low 0 false true false Pt I col(b) Reported number of contributions Pt V, Line 3b The Community Foundation of St. Joseph County is still waiting on final K-1s. The amount of unrelated business revenue is an estimate. Pt VI, Line 11b The Board of Directors delegated to the Audit Committee the responsibility to review Form 990 prior to filing. Pt VI, Line 12c At the beginning of each term, the Board of Directors and non-board Committee Members review the Conflict of Interest Policy and sign a Conflict of Interest form indicating they have read and agree to comply with the terms of the policy. Board and non-board Committee members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting. Pt VI, Line 15a The President/CEOs compensation is based on like-size community foundation data provided by the Coucil on Foundations. The President/CEOs evaluation and compensation package is reviewed and discussed annually in an executive session comprised of the Officers; the Past Chair, Board Chair, Vice Chair, Treasurer and Secretary . The last review occurred in Dec 2023. Pt VI, Line 15b The Vice President Administrations compensation is based on like-size community foundation data provided by the Council on Foundations. The President/CEO does the performance evaluation and reviews the compensation annually. Pt VI, Line 19 Financial statements are available on the Foundations website. Governing documents and Conflict of Interest Policy are available upon request. Form 990, Part III, Line 4d The rest of the awarded were in the area of Community Development 1604349. 1513950. 0. The Cressy Foundation PO Box 837 South Bend IN 46624 351994475 Grantmaking IN 501(c)(3) 12 Type I NA false Jon and Sonja Laidig Foundation PO Box 837 South Bend IN 46624 352037144 Grantmaking IN 501(c)(3) 12 Type I NA false false false true false false false false false false false false false false false false false false false false