2024-04-03T07:06:39-05:00 2023-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-07-01 311117791 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC COMM 7656620065 505 WEST 3RD STREET MARION IN 46952 DAWN M BROWN PRESIDENT/CEO 7656620065 2024-03-28 1 DAWN BROWN XXX-XX-XXXX 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAWN M BROWN 505 WEST 3RD STREET MARION IN 46952 8373456 0 X GIVETOGRANT.ORG X 1984 IN THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 17 17 11 10 0 0 540600 724889 10947 33319 1259028 944614 0 0 1810575 1702822 1168887 1336089 0 0 385229 399788 0 0 163678 482040 345892 2036156 2081769 -225581 -378947 28612372 30134390 1666822 2166426 26945550 27967964 THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 0 0 1076150 908094 22646 EDUCATION AND SCHOLARSHIP: ACCESS TO ATTAINING AN EDUCATION HAS ALWAYS BEEN IMPORTANT IN GRANT COUNTY. OUR GOAL WITH SCHOLARSHIP AWARDS IS TO HELP AS MANY STUDENTS AS POSSIBLE ATTEND COLLEGE. YEARLY, WE CALCULATE THE AVERAGE COST OF PUBLIC SCHOOL TUITION/FEES/BOOKS TO DEFINE AWARD MAXIMUMS. WE HAVE BEEN DILIGENT WITH SCHOLARSHIPS TO AWARD AMOUNTS THAT WILL BE IMPACTFUL FOR THE STUDENT AND ELIMINATE THE POSSIBILITY OF STUDENT LOAN DEBT. GRANT COUNTY IS AND WILL BE A BETTER PLACE IF WE CAN GIVE OUR COMMUNITY ACCESS TO AN EDUCATION IN A WAY THAT ELIMINATES FINANCIAL DEBT. 372532 314356 7839 COMMUNITY DEVELOPMENT: THE COMMUNITY FOUNDATION USES ITS KNOWLEDGE, CONNECTIONS, INFLUENCE, AND RESOURCES TO BUILD POSITIVE CHANGE IN OUR COMMUNITY. ON A REGULAR BASIS WE BRING TOGETHER OTHER NONPROFITS TO SHARE WITH ONE ANOTHER WHAT THEY ARE DOING IN THE COMMUNITY AND BRIDGE THE GAP TO ALLOW FOR FURTHER COLLABORATIONS. WE CURRENTLY HAVE 418 FUNDS THAT WE MANAGE, WE HAVE GRANTED OVER $27 MILLION BACK INTO OUR COMMUNITY TO MAKE GRANT COUNTY A BETTER PLACE TO LIVE, WORK, PLAY, AND PRAY. THOUSANDS OF DONORS FROM ACROSS THE COUNTY, IN A VARIETY OF SOCIO-ECONOMIC SITUATIONS, HAVE CONTRIBUTED TO FUNDS AT THE COMMUNITY FOUNDATION TO SUPPORT PROJECTS OR PROGRAMS THAT CREATE A BETTER QUALITY OF LIFE FOR ALL WHO LIVE HERE. 134669 113639 2834 HEALTH AND HUMAN SERVICES: EMPOWERING THE HUMAN SERVICES NONPROFIT SECTOR IN GRANT COUNTY IS SOMETHING THE COMMUNITY FOUNDATION IS PROUD TO DO ANNUALLY. OUR LOCAL AGENCIES PROVIDE NECESSARY SERVICES TO THOUSANDS OF PEOPLE IN GRANT COUNTY, AND WITHOUT US, IT WOULD BE DIFFICULT TO HELP SO MANY FULLY ACHIEVE THEIR ORGANIZATIONAL MISSIONS. OVER THIS PAST YEAR, WE HAVE GRANTED TO MULTIPLE HEALTH AND HUMAN SERVICE ORGANIZATIONS. THESE ORGANIZATIONS ARE COMMITTED TO WORKING CLOSELY WITH INDIVIDUALS IN OUR COUNTY TO HELP IMPROVE THEIR OVERALL WELL-BEING. THEY SERVE ON THE FRONT LINES TO HOLISTICALLY MONITOR THE HEALTH OF OUR CITIZENS AND FAMILIES AND WE WERE PROUD TO STEP UP OUR GRANTMAKING DURING THIS CRITICAL TIME IN OUR HISTORY. 1583351 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 7656620065 505 WEST 3RD STREET MARION IN 46952 BRITTANY HOWEY MEMBER 1.00 X 0 0 0 DAN CAREY MEMBER 1.00 X 0 0 0 DRU MCCOY MEMBER 1.00 X 0 0 0 ERIC MARSHALL MEMBER 1.00 X 0 0 0 HEATH CROUCH MEMBER 1.00 X 0 0 0 JEANETTE HOEKSEMA MEMBER 1.00 X 0 0 0 KEITH PUFFER MEMBER 1.00 X 0 0 0 MARK ATKINSON MEMBER 1.00 1.00 X 0 0 0 MICHELLE BUNKER MEMBER 1.00 X 0 0 0 MYLON LOGAN MEMBER 1.00 X 0 0 0 SCOTT MILLER MEMBER 1.00 X 0 0 0 SHELBY SCHUH MEMBER 1.00 X 0 0 0 VALERIE MCHARRY MEMBER 1.00 X 0 0 0 KYLE SPEAKMAN BOARD CHAIR 3.00 X X 0 0 0 MARTY HARKER VICE CHAIR 1.00 X X 0 0 0 CORY POWELL TREASURER 1.00 X X 0 0 0 JENNIFER LEE SECRETARY 1.00 X X 0 0 0 SHERRI RUSH CHIEF FINANCIAL OFFICER 40.00 2.00 X 72002 0 11940 DAWN BROWN PRESIDENT/CEO 40.00 10.00 X 100531 0 5882 172533 0 17822 1 0 0 0 0 724889 724889 PROGRAM SERVICE REVENUE 624110 33319 33319 33319 1234695 1234695 6380553 6666068 4566 -285515 -4566 -290081 -290081 1702822 33319 0 944614 921244 921244 414845 414845 206578 38916 144792 22870 132523 63669 5675 63179 35509 13795 9418 12296 25178 7805 10827 6546 11260 11260 47514 47514 21151 21151 14368 4284 3464 6620 65513 19654 26205 19654 7528 2484 2560 2484 9940 3976 1988 3976 31273 31273 4191 4191 MISCELLANEOUS 61154 61154 PROGRAM SERVICE EXPENSE 45165 45165 REPAIRS & MAINTENANCE 16627 16627 DUES & SUBSCRIPTIONS 5306 5306 4902 4902 2081769 1583351 334740 163678 386984 462545 2104593 1891456 12338 13158 756981 378730 395778 378251 25697918 25501057 1872135 14761 15788 28612372 30134390 251 40183 164114 408793 9000 4500 1390595 1622429 102862 90521 1666822 2166426 X 997830 951501 25947720 27016463 26945550 27967964 28612372 30134390 X -378947 1629464 -228103 X X 0 1 X 1 0 X 4701724 3710977 1347214 540600 724889 11025404 4701724 3710977 1347214 540600 724889 11025404 5510313 5515091 1048943 844884 769788 971184 1234695 4869494 15894898 607 0.34700 0.39750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 255288 43213 1228233 1 1 0 1 X 26598306 649795 2512434 1579663 35764 28145108 31219542 252741 -3331649 1512545 29783 26598306 25870178 996004 5933688 1556489 23839 31219542 24245647 2155334 628624 1124103 11328 23996 25870178 21173636 3718737 1015446 1641884 884 19404 24245647 0.00330 0.99670 0 0 116364 116364 422372 231264 191108 138930 88298 50632 79315 59168 20147 378251 ALTERNATIVE INVESTMENTS 1872135 C 1872135 CHARITABLE GIFT ANNUITIES 90521 90521 X PART IV, LINE 2B: CONTRIBUTIONS HELD FOR OTHERS REPRESENTS FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. PART V, LINE 4: EACH ENDOWMENT FUND IS SET-UP WITH A SPECIFIC PURPOSE IN MIND. AS THE ENDOWMENT GROWS, A PERCENTAGE OF THE AVERAGE BALANCE CAN BE SPENT TO MEET THE PURPOSE OF EACH FUND. WITH 361 DIFFERENT ENDOWMENT FUNDS, WE HAVE MANY VARIED PURPOSES. ENDOWMENT FUNDS ARE ULTIMATELY UTILIZED TO HELP US MEET OUR MISSION TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. WE ARE ABLE TO DO THAT BY SETTING UP FUNDS THAT DIRECTLY BENEFIT GRANT COUNTY AND SETTING UP FUNDS THAT HELP TO MEET LOCAL DONORS' CHARITABLE GOALS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 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 WHICH IS AN INFORMATIONAL RETURN ONLY. 1 FAIRMOUNT ROUND ROBINS 4401 S WESTERN AVE MARION IN 46953 351536564 501C3 86240 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY RESCUE MISSION 423 S GALLATIN ST PO BOX 63 MARION IN 46953 351659778 501C3 61704 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MARION 301 S BRANSON ST MARION IN 46952 356001102 GOVERNMENT 58250 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF GAS CITY 211 E MAIN ST GAS CITY IN 46933 356001041 GOVERNMENT 48543 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CAREY SERVICES - JIM ALLBAUGH 2724 S CAREY ST MARION IN 46953 350965642 501C3 46448 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF GRANT COUNTY INC PO BOX 687 MARION IN 46953 351864599 501C3 45679 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOPE HOUSE MINISTRY INC 108 E 14TH ST MARION IN 46953 842358737 501C3 38819 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION ARTS COMMISSION INC 212 ASHBOURNE DR NOBLESVILLE IN 46060 870915286 501C3 36201 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PROJECT LEADERSHIP 118 W 25TH ST MARION IN 46953 453577728 501C3 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF GRANT COUNTY 215 S ADAMS ST PO BOX 61 MARION IN 46952 350995975 501C3 22270 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EAST CENTRAL INDIANA ROBOTICS - THE PHYXTGEARS FRC TEAM 1720 PO BOX 202 625 MASSACHUSETTS AVE MATTHEWS IN 46957 721620450 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BRIDGES TO HEALTH 119 S WASHINGTON ST MARION IN 46952 205405181 501C3 15601 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC CHURCH SCHOOL 1009 KEM RD MARION IN 46952 350941133 CHURCH 15300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MISSISSINEWA COMMUNITY SCHOOLS 424 E S A ST GAS CITY IN 46933 356002529 GOVERNMENT 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GAS CITY FIRE & RESCUE SQUAD 421 S 1ST ST GAS CITY IN 46933 352113934 GOVERNMENT 14922 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WESLEYAN UNIVERSITY - PRESIDENT 4201 S WASHINGTON ST MARION IN 46953 350885591 501C3 14640 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION LEGACY COURTYARD PROJECT 1332 N PARK AVE INDIANAPOLIS IN 46202 14030 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PSI IOTA XI SORORITY - GAMMA TAU CHAPTER - CFORTNEY 2302 N MILLER AVE MARION IN 46952 356067477 501C3 11126 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIREFLY CHILDREN AND FAMILY ALLIANCE 1575 DR MARTIN LUTHER KING JR STREET INDIANAPOLIS IN 46202 351061264 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UPLAND AREA GREENWAYS ASSOCIATION 236 W READE AVE UPLAND IN 46989 320352602 501C3 9107 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ORCHESTRA INDIANA PO BOX 1236 MUNCIE IN 47308 356041986 501C3 8040 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DRUG AND ALCOHOL RESOURCE TEAM (DART) 101 E 4TH ST 107 MARION IN 46952 7732 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION HEALTH - CEO 441 N WABASH AVE PO BOX 1209 MARION IN 46952 350868130 501C3 7430 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MHSAA - PRESIDENT PO BOX 448 MARION IN 46952 454516790 501C3 7310 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NEARSPACE EDUCATION 8651 E 700 SOUTH UPLAND IN 46989 850788293 501C3 5560 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT-BLACKFORD MENTAL HEALTH DBA RADIANT HEALTH 505 N WABASH AVE MARION IN 46952 356202739 501C3 5360 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAIRMOUNT FRIENDS MEETING 124 W FIRST ST FAIRMOUNT IN 46928 356060513 CHURCH 5280 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WESTMINSTER PRESCHOOL 1100 W JEFFRAS AVE MARION IN 46952 821199209 501C3 5110 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB OF GRANT COUNTY 3402 S MERIDIAN ST MARION IN 46953 351065247 501C3 5050 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 27 2 SCHOLARSHIPS 200 414845 PART I, LINE 2: THE COMMUNITY FOUNDATION HAS FOLLOW UP PROCEDURES ON ALL GRANTS PAID OUT. LEAH HOEKSEMA CHILD OF BOARD MEMBER 12446 SCHOLARSHIP ELLA CROUCH CHILD OF BOARD MEMBER 1000 SCHOLARSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES AT A SPECIAL MEETING PRIOR TO FILING THE RETURN. A COPY OF THE RETURN IS DISTRIBUTED TO THE BOARD BY E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE DISCLOSES WHETHER THEY OR FAMILY MEMBERS HAVE INTERESTS THAT GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE MONITORED AT ALL MEETINGS. SHOULD A CONFLICT ARISE, THAT INDIVIDUAL DOES NOT PARTICIPATE IN COMMITTEE OR BOARD DELIBERATIONS AND DECISIONS CONCERNING THAT TRANSACTION/DECISION. THE CONFLICT OF INTEREST POLICY WAS REVISED BY THE COMPLIANCE COMMITTEE IN A WAY THAT MAKES IT EASIER FOR EACH BOARD AND STAFF MEMBER TO UNDERSTAND HOW/WHEN IT IS NECESSARY TO DISCLOSE THEIR CONFLICTS. ONCE ALL OF THE BOARD AND STAFF MEMBER DISCLOSURES HAVE BEEN MADE, BOTH THE CHAIR OF THE BOARD AND THE PRESIDENT/CEO SIGN OFF ON EACH DOCUMENT AS A WAY TO INCREASE TRANSPARENCY. DETAILED MINUTES ARE ALWAYS KEPT TO DOCUMENT BOARD/STAFF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY AMOUNTS ARE DISCUSSED AND RESEARCHED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. THE COMMITTEE MAY REFER TO THE SALARY AND BENEFITS REPORT FROM THE COUNCIL ON FOUNDATIONS WHEN DETERMINING THE SALARY AND BENEFITS OF THE OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 18 CURRENT AND PAST FORM 990'S ARE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG OR BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 1023 IS AVAILABLE BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,731. SFAS 136 ADJUSTMENT -231,834. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR CF PROPERTIES ONE (1) LLC 505 WEST THIRD STREET MARION IN 46952 HOLD TITLE TO AND ACCEPT GIFTS OF REAL ESTATE IN N/A COMMUNITY FOUNDATION OF GRANT COUNTY SUPPORTING ORGANIZATION INC 505 WEST 3RD STREET MARION IN 46952 851554023 TO SUPPORT THE COMMUNITY FOUNDATION OF GRANT COUNTY, INDIANA, INC. IN 501(C) LINE 12B, II 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0