2024-10-24T13:22:07-04:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 351860518 WHITLEY COUNTY COMMUNITY FOUNDATION INC WHIT 2602445224 1171 E WOODS WAY COLUMBIA CITY IN 46725 SEPTEMBER MCCONNELL EXECUTIVE DIRECTOR 2602445224 2024-10-14 true false THOMAS A ROBERTS P00997867 7652847554 2024-10-14 2023 2024-10-15 13:58:12Z SEPTEMBER MCCONNELL 1171 E WOODS WAY COLUMBIA CITY IN 46725 13390753 false X CFWHITLEY.ORG X 1991 IN IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. 13 13 6 50 0 3134057 2145651 429791 433891 846554 613197 0 4410402 3192739 2810387 2852075 0 340301 357272 0 93957 720695 797737 3871383 4007084 539019 -814345 35049716 38187145 659758 787276 34389958 37399869 IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. false false 365622 365622 SCHOLARSHIPS: WE PROVIDE SCHOLARSHIPS TO STUDENTS WANTING TO PURSUE POST SECONDARY EDUCATION. THESE SCHOLARSHIPS ARE TO HELP WITH EXPENSES RELATING TO TUITION, FEES AND BOOKS. AS A COMMUNITY, WE HOPE TO BE ABLE TO FINANCIALLY HELP OUR CITIZENS OBTAIN EDUCATION PAST A HIGH SCHOOL DEGREE. ONLY 13.3% OF ADULTS OVER TWENTY-FIVE YEARS OF AGE IN WHITLEY COUNTY HAVE A FOUR YEAR DEGREE. IT IS THE HOPE THAT SCHOLARSHIPS WILL IMPROVE THAT PERCENTAGE OVER TIME. 2486453 2486453 GRANTS: THE WHITLEY COUNTY COMMUNITY FOUNDATION'S UNRESTRICTED ENDOWMENT FUNDS RESPOND TO THE EVER-CHANGING ISSUES FACING WHITLEY COUNTY. TWICE A YEAR, THE FOUNDATION'S VOLUNTEER GRANTS COMMITTEE REVIEWS APPLICATIONS AND MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. GRANTS ARE MADE POSSIBLE BY DONORS WHO HAVE INSTRUCTED THE FOUNDATION TO DIRECT THEIR GIFTS WHERE EVER THE NEED IS THE GREATEST. THE COMMUNITY FOUNDATION DIRECTS GRANTS TO CHARITABLE PROJECTS THAT WILL MAKE A POSITIVE IMPACT ON WHITLEY COUNTY AND ITS PEOPLE, WITH PARTICULAR INTEREST IN PROJECTS THAT SHED NEW LIGHT ON LOCAL NEEDS AND PROVIDE INNOVATIVE, LONG-TERM SOLUTIONS. CATEGORIES OF SUPPORT INCLUDE: ARTS & CULTURE, HEALTH, CIVIC AFFAIRS, RECREATION, COMMUNITY DEVELOPMENT, WELFARE, AND EDUCATION. 148600 CONVENING COMMUNITY LEADERS: THE WHITLEY COUNTY COMMUNITY FOUNDATION WILL BE THE CATALYST FOR CHANGE IN THE COMMUNITY. WHENEVER NEEDS ARISE, THE FOUNDATION ACTS AS THE CONVENER TO THE INTERESTED PARTIES TO HELP FACILITATE CHANGE. SINCE THE FOUNDATION IS NOT POLITICAL, IT CAN STAY NEUTRAL IN MANY SITUATIONS. 3000675 true true false false false true false false 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 false false false true false false false false false false false false true 11 0 true 6 true false false false false false false false false false false false false false false false X 13 13 false 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 2602445224 1171 E WOODS WAY COLUMBIA CITY IN 46725 SAM ST CLAIR PRESIDENT 0.50 X X 0 0 0 KATHY HEUER VICE PRESIDE 0.50 X X 0 0 0 JOE KESSIE TREASURER 0.50 X X 0 0 0 DONALD ARMSTRONG DIRECTOR 0.50 X 0 0 0 MICHELLE BURCH DIRECTOR 0.50 X 0 0 0 MATT DAHMS DIRECTOR 0.50 X 0 0 0 DR GARY DILLON DIRECTOR 0.50 X 0 0 0 TODD JONES DIRECTOR 0.50 X 0 0 0 ROB MARR DIRECTOR 0.50 X 0 0 0 MARCIA MCNAGNY DIRECTOR 0.50 X 0 0 0 GLORIA SMITH DIRECTOR 0.50 X 0 0 0 PAULA WORDEN DIRECTOR 0.50 X 0 0 0 JACQUELINE WORRICK DIRECTOR 0.50 X 0 0 0 SEPTEMBER MCCONNELL EXECUTIVE DI 40.00 X 110857 0 0 110857 1 false false false 2145651 223957 2145651 ADMINISTRATIVE FEE INCOME 900099 433891 433891 433891 805402 805402 10005809 10198014 -192205 -192205 -192205 3192739 433891 613197 2486453 2486453 365622 365622 110857 31040 73166 6651 210251 58871 138765 12615 9000 2520 5940 540 27164 7606 17928 1630 433891 433891 27259 7632 17991 1636 108412 108412 11029 3088 7279 662 29726 8323 19620 1783 19927 5579 13152 1196 4184 1172 2761 251 45210 12658 29839 2713 8722 2442 5757 523 CONTRACTED SERVICES 50700 50700 BAD DEBT EXPENSE 33775 33775 FUNDRAISING 12704 12704 PROGRAM EXPENSES 6021 6021 6177 1648 4176 353 4007084 3000675 912452 93957 6064776 3601252 33775 12000 4956 9238 3569106 37469 1805864 3531637 26944728 30844159 164845 170556 30772 18303 35049716 38187145 80768 162751 157127 161405 421863 463120 659758 787276 X 2171044 3186035 32218914 34213834 34389958 37399869 35049716 38187145 X -814345 3860612 -36356 X false true X true false X 2158555 5740126 1701472 3134057 2145651 14879861 2158555 5740126 1701472 3134057 2145651 14879861 3793287 11086574 574977 496452 461967 562093 805402 2900891 17780752 2049780 0.62350 0.61360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 17 398536 58175 514196 237762 5107134 1560349 true true 28117739 1223590 4256080 933748 433891 32229770 33470238 1032705 -4934071 832505 391948 226626 28117739 29818913 847963 4076798 692543 361612 219281 33470238 26709375 1075436 3577151 667610 542583 332856 29818913 23081240 735565 4392286 702001 551334 246381 26709375 0.00060 0.70990 0.28950 false false 447000 482465 929465 2529847 26353 2503494 109794 11116 98678 3531637 AGENCY FUNDS 458070 ANNUITY RESERVES 5050 463120 X 6895438 3860612 6471 3867083 3028355 108412 55972 164384 3192739 3885527 3885527 108412 13145 121557 4007084 SCHEDULE D, PAGE 2, PART V, LINE 4 THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS TO CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. 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 FOUNDATIONS 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 6,471 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 55,972 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 13,145 true ADVOCACY LINKS 56159 RIVERDALE DR ELKHART IN 46514 881201161 501C3 7500 GENERAL SUPPORT AMERICAN RED CROSS OF NORTHEAST INDIANA PO BOX 2604 FORT WAYNE IN 46801 530196605 501C3 5200 GENERAL SUPPORT BABE 533 N LINE ST COLUMBIA CITY IN 46725 274447782 501C3 65658 GENERAL SUPPORT BOOMERANG BACKPACKS 4616 E DUPONT RD FORT WAYNE IN 46825 800570852 501C3 5300 GENERAL SUPPORT CAMP WHITLEY 4305 W CAMP WHITLEY RD COLUMBIA CITY IN 46725 352046682 501C3 18877 GENERAL SUPPORT CANCER SERVICES OF NORTHEAST IN 6316 MUTUAL DR FORT WAYNE IN 46825 350965609 501C3 9650 PROGRAM SUPPORT CENTER FOR WOMEN'S MINISTRIES PO BOX 817 BLOOMINGTON IN 474020817 351773172 501C3 20000 GENERAL SUPPORT CHURUBUSCO CHILDCARE CENTER 111 HOME AVE CHURUBUSCO IN 46723 351819028 501C3 7000 DAYCARE CENTER CHURUBUSCO COMMUNITY COALITION INC 301 W JEFFERSON BLVD FORT WAYNE IN 46802 GOV 200100 COMMUNITY BUILDING CHURUBUSCO HIGH SCHOOL 1 EAGLE DR CHURUBUSCO IN 46723 GOV 10000 FINE ARTS CHURUBUSCO PARKS DEPARTMENT 530 S MAIN ST CHURUBUSCO IN 46723 350000979 GOV 15000 PICKLEBALL COURT CITY OF COLUMBIA CITY 112 SOUTH CHAUNCEY STREET COLUMBIA CITY IN 46725 356000988 GOV 227747 APPRAISAL BUILDING/EQUIP GENERAL SUPPORT COLUMBIA CITY CONNECT 119 S MAIN STREET COLUMBIA CITY IN 46725 883389633 501C3 5868 GENERAL SUPPORT COLUMBIA CITY HIGH SCHOOL 1600 IN-9 COLUMBIA CITY IN 46725 351800881 GOV 38025 PROGRAMS COLUMBIA CITY UNITED METHODIST CHURCH 605 N FOREST PKWY COLUMBIA CITY IN 46725 351130532 501C3 9786 GENERAL SUPPORT COMMUNITY BIBLE CHURCH 325 N ELM ST PO BOX 101 COLUMBIA CITY IN 46725 351450638 501C3 15243 GENERAL SUPPORT COMMUNITY HARVEST FOOD BANK PO BOX 10967 FORT WAYNE IN 46855 311100607 501C3 11450 FOOD BANK CORNERSTONE CHRISTIAN SCHOOL 4304 S OAK ST ALBION IN 46701 351533072 501C3 7110 GENERAL SUPPORT DIFFERENCE MAKERS 500 W VAN BUREN ST COLUMBIA CITY IN 46725 452977907 501C3 10800 GENERAL SUPPORT EASTERSEALS PASSAGES 4919 COLDWATER ROAD FORT WAYNE IN 46825 356005617 501C3 28752 GENERAL SUPPORT EBERHARD LUTHERAN CHURCH 2360 W KEISER RD COLUMBIA CITY IN 46725 444304206 501C3 77833 ROOF/PROGRAMS FAITH CHRISTIAN ACADEMY 1550 E STATE RD 205 COLUMBIA CITY IN 46725 351873658 501C3 23261 GENERAL SUPPORT FORT WAYNE CHILDREN'S ZOO 3411 SHERMAN BLVD FORT WAYNE IN 46808 356068234 501C3 6912 GENERAL SUPPORT FORT WAYNE PHILHARMONIC 4901 FULLER DR FORT WAYNE IN 46835 350791163 501C3 5250 GENERAL SUPPORT GIVING GARDENS OF INDIANA INC 479 S TOWERVIEW DR COLUMBIA CITY IN 46725 274908995 501C3 11225 GENERAL SUPPORT HAND IN HAND 345 PIEDMONT LAKE RD PINE MOUNTAIN GA 31822 741951461 501C3 15000 GENERAL SUPPORT HUMANE SOCIETY OF WHITLEY COUNTY 951 S LINE ST COLUMBIA CITY IN 46725 352026663 501C3 28711 GENERAL SUPPORT INDIAN SPRINGS MIDDLE SCHOOL 1692 IN 9 COLUMBIA CITY IN 46725 351800881 GOV 12000 GENERAL SUPPORT JR ACHIEVEMENT OF NORTHERN IN 601 NOBLE DR FORT WAYNE IN 46805 350922731 501C3 15477 GENERAL SUPPORT MISSION 25 500 W BUSINESS 30 COLUMBIA CITY IN 46725 352071824 501C3 540199 PROGRAMS/BUILDING PRISON FELLOWSHIP PO BOX 1550 MERRIFIELD VA 22116 620988294 501C3 10000 GENERAL SUPPORT QUESTA FOUNDATION 3468 STELLHORN RD FORT WAYNE IN 46815 356025795 501C3 15000 EDUCATION RONALD MCDONALD HOUSE CHARITIES 11109 PARKVIEW PLAZA DRIVE FORT WAYNE IN 46845 351950376 501C3 7716 GENERAL SUPPORT SALAVATION ARMY OF WHITLEY COUNTY PO BOX 881 COLUMBIA CITY IN 46725 350866187 501C3 14915 GENERAL SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501C3 15693 GENERAL SUPPORT SOUTH WHITLEY COMMUNITY CHURCH 6685 W STATE ROAD 14 SOUTH WHITLEY IN 46787 5842 GENERAL SUPPORT STILLWATER HOSPICE 5910 HOMESTEAD RD FORT WAYNE IN 46814 351687026 501C3 7500 HEALTH THE CENTER 201 W MARKET COLUMBIA CITY IN 46725 205993971 501C3 26599 YOUTH DEVELOPMENT THE PEABODY PUBLIC LIBRARY PO BOX 406 COLUMBIA CITY IN 46725 356001997 GOV 8853 ARTS AND CULTURE TRINITY EVANGELICAL PRESBYTERIAN CHURCH PO BOX 638 COLUMBIA CITY IN 46725 351581928 501C3 31053 PROGRAMS TROY SCHOOL 1911 E BUSINESS 30 COLUMBIA CITY IN 46725 19019 EDUCATION UNITED WAY OF WHITLEY COUNTY PO BOX 464 COLUMBIA CITY IN 46725 237300114 501C3 13301 GENERAL SUPPORT WHITKO COMMUNITY SCHOOLS PO BOX 114 PIERCETON IN 46562 351084258 GOV 16475 EDUCATIONAL WHITLEY COUNTY 4-H 115 S SOUTH LINE ST COLUMBIA CITY IN 46725 351151491 501C3 22258 YOUTH WHITLEY COUNTY COMMUNITY CORRECTION DEPT 351 PLAZA DR COLUMBIA CITY IN 46725 356000215 GOV 5955 GENERAL SUPPORT WHITLEY COUNTY COUNCIL ON AGING 710 OPPORTUNITY DR COLUMBIA CITY IN 46725 351434252 501C3 7000 GENERAL SUPPORT WHITLEY COUNTY TREASURER 220 W VAN BUREN ST COLUMBIA CITY IN 46725 356000215 GOV 25000 PUBLIC PROTECTION WHITLEY COUNTY YMCA 950 E VAN BUREN ST COLUMBIA CITY IN 46725 350886850 501C3 28466 RECREATION YOUTH FOR CHRIST 6427 OAKBROOK PARKWAY FORT WAYNE IN 46825 351051837 501C3 12604 YOUTH YWCA OF FORT WAYNE 5920 DECATUR RD FORT WAYNE IN 46816 350868220 501C3 10329 GENERAL SUPPORT 48 2 SCHOLARSHIPS 249 365622 SCHEDULE I, PAGE 1, PART I, LINE 2 WHITLEY COUNTY COMMUNITY FOUNDATION, INC. REQUIRES ALL GRANTEES TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 2 223957 AVG HIGH/LOW DATE OF GIFT false false false FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C WHENEVER ACTIONS OR VOTES ARE TAKEN, THE BOARD IS REQUIRED TO DECLARE A CONFLICT OF INTEREST. IT IS NOTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD HAD COMPARATIVE SALARY TABLES FROM INDIANA GRANTMAKERS ALLIANCE AND COUNCIL ON FOUNDATIONS. THEY LOOKED AT SIMILAR JOBS AND WAGES FOR FOUNDATIONS OUR SIZE. THE EXECUTIVE DIRECTOR HAS A WRITTEN REVIEW BY THE BOARD AND THE EXECUTIVE COMMITTEE GOES OVER IT WITH HER OR HIM. THE STAFF HAS A WRITTEN REVIEW WITH THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 WHITLEY COUNTY COMMUNITY FOUNDATION, 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 THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO THE WEBSITE IS ON THE FOUNDATION'S WEBSITE. FORM 990 CAN ALSO BE MADE AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 6,471 AGENCY FUND REVENUE -55,972 AGENCY FUND EXPENSES 13,145 TOTAL -36,356