2024-11-13T14:04:06-06:00 2023-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2023-01-01 351406033 WAYNE COUNTY INDIANA FOUNDATION INC WAYN 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 REBECCA GILLIAM EXECUTIVE DIRECTOR 7659621638 2024-11-13 1 0 TRACY A HAINES CPA P00517541 7659660531 2024-11-13 2023 2024-10-15 13:58:12Z REBECCA GILLIAM 33 SOUTH 7TH STREET RICHMOND IN 47374 9925837 0 X WWW.WAYNECOUNTYFOUNDATION.ORG X 1978 IN THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS. 14 14 10 44 510387 487403 2836948 4517891 671125 863377 2025431 2189429 473965 604071 6007469 8174768 2389872 2371699 0 0 542931 564210 0 0 143558 1249775 1438539 4182578 4374448 1824891 3800320 56668703 65996640 608769 519531 56059934 65477109 TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. 0 0 2032340 2032340 622891 GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 396 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. 339359 339359 302289 SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 147 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. 609710 COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES. 2981409 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 20 0 1 10 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN CA X X X REBECCA S GILLIAM 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 VALERIE SHAFFER MEMBER 1.00 X 0 0 0 CHRIS KNIGHT PAST TREASURER 1.00 X X 0 0 0 DAVID RODGERS PAST CHAIR 1.00 X X 0 0 0 RAY ONTKO MEMBER 1.00 X 0 0 0 BRENDA MCLANE VICE CHAIR 1.00 X X 0 0 0 ERIC MARSH MEMBER 1.00 X 0 0 0 KATHY GIRTEN BOARD CHAIR 1.00 X X 0 0 0 AVIS STEWART MEMBER 1.00 X 0 0 0 ROB HOUSEMAN AT-LARGE 1.00 X X 0 0 0 JODIE SCHEIBEN MEMBER 1.00 X 0 0 0 DICK SMITH TREASURER 1.00 X X 0 0 0 BRETT GUILEY MEMBER 1.00 X 0 0 0 RON HOLDBROOK MEMBER 1.00 X 0 0 0 CHERI JETMORE MEMBER 1.00 X 0 0 0 PAUL WITTE MEMBER 1.00 X 0 0 0 AMY WALTZ FINANCE OFFICER 40.00 X 79102 0 18155 REBECCA GILLIAM EXECUTIVE DIRECTOR 40.00 X 109389 0 13428 188491 0 31583 1 0 0 0 0 27237 4490654 2979158 4517891 ADMINISTRATIVE FEES 900099 863377 863377 863377 1380723 1380723 33235 0 33235 33235 33235 2543595 1734889 808706 808706 808706 14826 27237 16180 -1354 -1354 INCOME FROM PARTNERSHIP INVESTMEN 900099 510387 510387 MISCELLANEOUS 900099 32292 32292 NETWORKING EVENTS 900099 29511 29511 572190 8174768 925180 510387 2221310 2032340 2032340 339359 339359 220074 36845 134102 49127 250120 160678 72037 17405 8103 5059 2496 548 52149 38164 11182 2803 33764 14895 14161 4708 21605 21605 14201 6265 5956 1980 11345 179 11166 354 354 25417 11213 10660 3544 4994 2203 2095 696 UBI TAX 67189 67189 FOUNDATION MANAGEMENT F 844305 844305 TRUSTEE FEES 183968 183968 OTHER EXPENSES 152309 52371 69763 30175 112852 30681 49599 32572 4374448 2981409 1249481 143558 2641359 2166260 179574 128595 52638 56090 937451 526039 398248 411412 50205911 60167288 3190973 3066995 56668703 65996640 11908 8937 341840 326875 255021 183719 608769 519531 X 54509393 63913811 1550541 1563298 56059934 65477109 56668703 65996640 X 3800320 5228845 388010 X X 0 1 X 1 0 X 7347626 4253664 4628499 2836948 2439986 21506723 7347626 4253664 4628499 2836948 2439986 21506723 8094896 13411827 1259413 1211461 2907074 1688818 1413958 8480724 25765 44079 181012 244158 510387 1005401 508731 564938 716758 671125 863377 3324929 34317777 0.39080 0.38680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58 311 3718013 411772 886136 955384 9731256 26415683 1 1 46471878 544774 7024528 1544226 9485 660613 51826856 56216413 1166877 -8920552 1312732 63156 614972 46471878 53641697 2153618 6064162 4988643 -15110 669531 56216413 45535888 2683612 7239279 1231803 59067 526212 53641697 33605688 6071071 6876171 925238 -382222 474026 45535888 0.97430 0.00620 0.01950 0 0 20000 20000 819041 460161 358880 98410 65878 32532 411412 LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS 183719 183719 X 13175940 5228845 44268 5273113 7902827 271941 271941 8174768 4049454 0 4049454 324994 324994 4374448 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 44,268. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 104,153. TRUSTEE FEES 183,968. FUNDRAISING EXPENSE NETTED AGAINST REVENUE -16,180. ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 157,206. ROUNDING TRUSTEE FEES 183,968. FUNDRAISING EXPENSES NETTED AGAINST 990 -16,180. BLOOM & GLOW 42063 27237 14826 16180 42063 27237 14826 16180 16180 -1354 1 AMERICAN RED CROSS OF INDIANA 1510 N MERIDIAN STREET INDIANAPOLIS IN 46202 530196605 501C3 8131 0 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS AUDUBON FLORIDA 375 SANCTUARY RD NAPLES FL 34120 131624102 501C3 30000 0 DONOR ADVISED GRANT BIRTH-TO-FIVE INC 498 NORTHWEST 18TH ST PO BOX 1815 RICHMOND IN 47375 351843800 501C3 19722 0 2023 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND GRANT CYCLE BOYS SCOUTS OF AMERICA 7125 FALL CREEK RD NORTH INDIANAPOLIS IN 46256 412072251 501C3 5314 0 2023 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND MINI GRANT DISTRIBUTIONS BOYS AND GIRLS CLUBS OF WAYNE COUNTY 1717 SOUTH L STREET RICHMOND IN 47374 351065715 501C3 35625 0 ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, AND 2023 CYCLE GRANT BRIDGES FOR LIFE 100 N 10TH STREET RICHMOND IN 47374 832841893 501C3 7500 0 2023 GRANT CYCLE BRIGHTER PATH INC 2778 NORTH TREATY LINE ROAD CAMBRIDGE CITY IN 47327 821137277 501C3 11911 0 2023 GRANT CYCLE AND DONOR ADVISED GRANTS CAMBRIDGE CITY MAIN STREET 302 E MAIN STREET CAMBRIDGE CITY IN 47327 471724047 501C3 11750 0 2023 GRANT CYCLE CENTRAL UMC PRESCHOOL AND CHILDCARE 1425 EAST MAIN STREET RICHMOND IN 47374 350873337 CHURCH 10665 0 2023 GRANT CYCLE CENTRAL UNITED METHODIST CHURCH 1425 EAST MAIN STREET RICHMOND IN 47374 350873337 CHURCH 6000 0 DISTRIBUTION FROM DONOR ADVISED FUND CHAMBER CENTER FOR EXCELLENCE INC 33 S 7TH STREET RICHMOND IN 47374 300498404 501C3 13750 0 2023 GRANT CYCLE AND DONOR ADVISED GRANTS CHILDREN'S JUSTICE AND ADVOCACY CENTER INC PO BOX 2195 RICHMOND IN 47375 161637581 501C3 25080 0 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, DISTRIBUTION FROM DONOR ADVISED FUND, AND BUILDING GRANTS CHRIST PRESBYTERIAN CHURCH 350 HENLEY RD RICHMOND IN 47374 581661872 CHURCH 42000 0 2023 DONOR ADVISED GRANTS CITY OF RICHMOND 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 14905 0 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS CITY OF RICHMOND HOUSING AUTHORITY 58 S 15TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 7184 0 DISTRIBUTION FROM FUND CLARK ART INSTITUTE 225 SOUTH STREET WILLIAMSTOWN MA 01267 042163004 501C3 28700 0 DISTRIBUTION FROM FUND COMMUNITIES IN SCHOOLS OF WAYNE COUNTY 1425 EAST MAIN STREET RICHMOND IN 47374 352132872 501C3 18200 0 DISTRIBUTION FROM DONOR ADVISED FUNDS AND 2023 GRANT CYCLE COMMUNITY FOUNDATION OF RANDOLPH COUNTY 120 W WASHINGTON STREET WINCHESTER IN 47394 351903148 501C3 15000 0 DONOR ADVISED GRANTS COPE ENVIRONMENTAL CENTER 1730 AIRPORT ROAD CENTERVILLE IN 47330 351856406 501C3 27506 0 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, ANNUAL GRANT DISTRIBUTION EARLHAM COLLEGE 801 NATIONAL ROAD WEST DRAWER 193 RICHMOND IN 47374 350868073 SCHOOL 15230 0 DONOR ADVISED GRANTS AND 2023 GRANT CYCLE EVERY CHILD CAN READ 855 N 12TH STREET RICHMOND IN 47374 264389859 501C3 33550 0 2023 GRANT CYCLE AND DONOR ADVISED GRANTS FAYETTE COUNTY FOUNDATION 521 N CENTRAL AVENUE STE A CONNERSVILLE IN 47331 352232770 501C3 10500 0 DONOR ADVISED FUND GRANTS FIRST ENGLISH LUTHERAN CHURCH 2727 NATIONAL ROAD EAST RICHMOND IN 47374 356000831 CHURCH 16000 0 DONOR ADVISED GRANTS FORT LIBERTY COMMUNITY FOUNDATION PO BOX 74620 FORT LIBERTY NC 28307 561750625 501C3 8000 0 DISTRIBUTION FROM DONOR ADVISED FUND GIRLS INC OF WAYNE COUNTY 1407 S 8TH STREET RICHMOND IN 47374 237188644 501C3 37391 0 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND GLEANERS FOOD BANK OF INDIANA INC 3737 WALDERMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 15000 0 2023 GRANT CYCLE GOLAY COMMUNITY CENTER INC 1007 E MAIN STREET CAMBRIDGE CITY IN 47327 351518699 501C3 20664 0 2023 GRANT CYCLE, DONOR ADVISED GRANTS, AND ANNUAL GRANT DISTRIBUTIONS HAND-IN-HAND ADULT DAY CARE OF RICHMOND 2727 EAST MAIN STREET RICHMOND IN 47374 351762648 501C3 21768 0 2023 GRANT CYCLE, ANNUEL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANTS HANDLEY OUR OWN INC 1020 PEACOCK ROAD RICHMOND IN 47374 824962073 501C3 27945 0 DONOR ADVISED GRANT HELP THE ANIMALS PO BOX 117 RICHMOND IN 47375 351772951 501C3 30724 0 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT INDEPENDENT LIVING CENTER OF EASTERN INDIANA INC 2519 E MAIN STREET STE 203 RICHMOND IN 47374 352054653 501C3 10000 0 2023 GRANT CYCLE INDIANA UNIVERSITY EAST 2325 CHESTER BLVD SPRINGWOOD HALL 103 RICHMOND IN 47374 356001673 SCHOOL 43200 0 2023 GRANT CYCLE, AND DONOR ADVISED GRANT INDIANAPOLIS MUSEUM OF ART 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 350867955 501C3 8000 0 DONOR ADVISED FUND GRANT IU FOUNDATION - IU SCHOOL OF MEDICINE PO BOX 7072 INDIANAPOLIS IN 462077072 356018940 SCHOOL 6635 0 ANNUAL GRANT DISTRIBUTION IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 501C3 62670 0 DONOR ADVISED GRANTS JUNIOR ACHIEVEMENT OF EASTERN INDIANA 2368 VICTORY PKWY STE 301 CINCINNATI OH 45206 320014307 501C3 10000 0 BUILDING GRANT LAKE DEATON UNITED METHODIST CHURCH 6500 WESLEYAN WAY WILDWOOD FL 34785 851347824 CHURCH 6000 0 DONOR ADVISED GRANT LIFESTREAM SERVICES INC 2404 NATIONAL ROAD WEST RICHMOND IN 47374 351356741 501C3 13200 0 2023 GRANT CYCLE MODEL T FORD CLUB OF AMERICA 309 N 8TH STREET RICHMOND IN 47374 952467053 501C3 7510 0 2023 GRANT CYCLE MORRISSON-REEVES LIBRARY 80 NORTH 6TH STREET RICHMOND IN 47374 356001895 LIBRARY 14914 0 ANNUAL GRANT DISTRIBUTIONS NC CPA FOUNDATION INC PO BOX 80188 RALEIGH NC 27623 561273347 501C3 5500 0 DISTRIBUTION FROM DONOR ADVISED FUND NEIGHBORHOOD HEALTH CENTER 101 S 10TH ST RICHMOND IN 47374 821816047 501C3 15000 0 2023 GRANT CYCLE NETTLE CREEK SCHOOL CORPORATION 297 E NORTHMARKET STREET HAGERSTOWN IN 47346 351073322 SCHOOL 8818 0 ANNUAL GRANT DISTRIBUTION AND MINI GRANT DISTRIBUTIONS NORTHEASTERN WAYNE SCHOOLS 7299 N US 27 FOUNTAIN CITY IN 47341 351073323 SCHOOL 6307 0 DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTIONS OAK PARK CHURCH 1920 CHESTER BLVD PO BOX 1305 RICHMOND IN 47375 352007732 CHURCH 25000 0 2023 GRANT CYCLE, ANNUAL DISTRIBUTION GRANT, AND LEADERSHIP GRANT REFUGE OF HOPE 1032 E MAIN STREET PO BOX 2400 RICHMOND IN 47375 843389842 501C3 7950 0 DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTION REID HEALTH FOUNDATION 1100 REID PKWY RICHMOND IN 47374 350892672 501C3 5027 0 DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTION REID MEMORIAL PRESBYTERIAN CHURCH AND COMMUNITY CITY INC 1004 N A STREET PO BOX 2543 RICHMOND IN 47375 862326562 501C3 6265 0 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47375 356005040 501C3 24912 0 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, AND AWARD GRANT RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501C3 25250 0 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT RICHMOND COMMUNITY SCHOOLS 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 351071211 SCHOOL 11343 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS RICHMOND FIRE DEPARTMENT 101 S 5TH STREET RICHMOND IN 47374 356001174 501C3 15000 0 2023 GRANT CYCLE RICHMOND FRIENDS SCHOOL 607 WEST MAIN STREET RICHMOND IN 47374 351267045 SCHOOL 12182 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS RICHMOND HIGH SCHOOL ALUMNI ASSOCIATION 380 HUB ETCHISON PKWY RICHMOND IN 47374 352028694 501C3 102308 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT RICHMOND INDIANA PICKLEBALL INC PO BOX 425 RICHMOND IN 47375 844941388 501C3 5986 0 2023 GRANT CYCLE RICHMOND NEIGHBORHOOD RESTORATION PO BOX 144 RICHMOND IN 47375 472601341 501C3 18450 0 DONOR ADVISED GRANTS AND IMPACT GRANT RICHMOND PARKS AND RECREATION 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 8622 0 DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTIONS RICHMOND SENIOR RECREATION CENTER 1600 S 2ND STREET RICHMOND IN 47374 356001174 501C3 10000 0 2023 GRANT CYCLE RICHMOND SYMPHONY ORCHESTRA PO BOX 982 RICHMOND IN 47375 356042479 501C3 197948 0 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, ANNUAL GRANT DISTRIBUTION, OTHER DISTRIBUTIONS SETON CATHOLIC SCHOOLS 240 SOUTH 6TH STREET RICHMOND IN 47374 300036396 SCHOOL 128496 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT ST ELIZABETH ANN SETON CATHOLIC PARISH 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 CHURCH 187045 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT ST PAUL'S EPISCOPAL CHURCH 800 N A STREET RICHMOND IN 47374 351079972 CHURCH 24500 0 DONOR ADVISED GRANT STANLEY W HAYES RESEARCH FOUNDATION INC 801 ELKS ROAD RICHMOND IN 47374 351061111 501C3 7980 0 2023 GRANT CYCLE AND DONOR ADVISED GRANT SUNRISE INC THERAPEUTIC RIDING CENTER 2670 MINNEMAN RD RICHMOND IN 47374 310979407 501C3 10400 0 2023 GRANT CYCLE AND CRISIS GRANT THE JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BOULEVARD CHARLOTTE NC 28217 561211583 SCHOOL 15000 0 DONOR ADVISED GRANT THE NATURE CONSERVANCY IN INDIANA 620 E OHIO STREET INDIANAPOLIS IN 46202 530242652 501C3 12500 0 DONOR ADVISED GRANT THE WINSTON-SALEM FOUNDATION 751 W 4TH STREET STE 200 SALEM NC 27101 566037615 501C3 40000 0 DONOR ADVISED GRANTS TOWN OF CAMBRIDGE CITY 127 N FOOTE STREET CAMBRIDGE CITY IN 47327 356000968 GOVERNMENT 20534 0 DONOR ADVISED GRANT, MINI GRANT, AND OTHER DISTRIBUTIONS TOWN OF EAST GERMANTOWN 206 S MILTON STREET PO BOX 248 PERSHING IN 47370 356289173 GOVERNMENT 10000 0 OTHER DISTRIBUTIONS TOWN OF ECONOMY 138 POPLAR STREET PO BOX 155 ECONOMY IN 47339 351395738 GOVERNMENT 10000 0 OTHER DISTRIBUTIONS TOWN OF DUBLIN 2250 E CUMBERLAND STREET PO BOX 145 DUBLIN IN 47357 356001006 GOVERNMENT 10000 0 OTHER DISTRIBUTIONS TOWN OF MILTON 101 N CENTRAL AVE PO BOX 398 MILTON IN 47357 351227557 GOVERNMENT 10000 0 OTHER DISTRIBUTIONS UNITED WAY OF WHITEWATER VALLEY 129 SOUTH NINTH STREET RICHMOND IN 47374 351020935 501C3 17634 0 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT VIRGINIA TECH FOUNDATION INC 902 PRICES FORK RD BLACKSBURG VA 24061 540721690 501C3 8000 0 DONOR ADVISED FUND WAYNE COUNTY CARDINAL GREENWAY PO BOX 2411 RICHMOND IN 47375 351885151 501C3 16000 0 DONOR ADVISED GRANTS, 2023 GRANT CYCLES, AND BUILDING GRANT WAYNE COUNTY HISTORICAL MUSEUM 1150 NORTH A STREET RICHMOND IN 47374 350899077 501C3 22353 0 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, AND ANNUAL GRANT DISTRIBUTION WAYNE COUNTY RAILROADERS ASSOCIATION 436 W DRIVE RICHMOND IN 47374 465417170 501C3 7500 0 2023 GRANT CYCLE WAYNE COUNTY SWCD 823 S ROUND BARD RD STE 1 RICHMOND IN 47374 351067757 501C3 5150 0 2023 GRANT CYCLE AND DONOR ADVISED GRANT WESTERN WAYNE DOLLARS FOR SCHOLARS 205 E PARKWAY DRIVE CAMBRIDGE CITY IN 47327 465053560 501C3 10898 0 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT WESTERN WAYNE SCHOOLS 519 QUEEN STREET PO BOX 217 PERSHING IN 47370 351076779 SCHOOL 24902 0 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS WHITEWATER VALLEY PRO BONO COMMISSION INC 50 NORTH 5TH STREET RICHMOND IN 47374 261455162 501C3 16000 0 DONOR ADVISED FUND GRANT AND 2023 GRANT CYCLE WOMEN'S WORKSHOP RICHMOND 10 QUAKER HILL DRIVE RICHMOND IN 47374 833847039 501C3 5405 0 2023 GRANT CYCLE ZION'S LUTHERAN CHURCH PO BOX 6 PERSHING IN 47370 351585708 CHURCH 12664 0 ANNUAL GRANT DISTRIBUTION 83 0 SCHOLARSHIPS FOR POST SECONDARY EDUCATION 236 339359 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT 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 20 2814890 FAIR MARKET VALUE X 2 164268 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED OUT TO THE WHOLE BOARD FOR REVIEW. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING OR PROVIDED TO EACH BOARD MEMBER VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. COMPENSATION IS TO BE AT AN APPROPRIATE LEVEL TO ATTRACT AND RETAIN QUALIFIED AND TALENTED PEOPLE, AND IN LINE WITH SIMILAR POSITIONS IN OTHER COMMUNITY FOUNDATIONS, SIMILAR ORGANIZATIONS IN THE AREA, AND COMMUNITY EXPECTATIONS. THE FOUNDATION STAFF AND EXECUTIVE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, ARE DERIVED. IN CONJUNCTION WITH THE ANNUAL MEETING OF THE CORPORATION EACH JANUARY, THE EXECUTIVE DIRECTOR WILL PREPARE A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERFORMANCE GOALS WILL BE SET. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION 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. SEVERAL YEARS OF THE FOUNDATION'S FORM 990 ARE READILY ACCESSIBLE ON THE FOUNDATION'S WEBSITE AS WELL AS WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 343,741. CHANGE IN SPLIT INTEREST AGREEMENTS 44,268. ROUNDING 1. FORM 990,PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. VIGRAN FAMILY FOUNDATION INC 33 SOUTH 7TH STREET RICHMOND IN 47374 352107926 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 VIGRAN FAMILY FOUNDATION INC L 19073 CASH VIGRAN FAMILY FOUNDATION INC C 33572 CASH VIGRAN FAMILY FOUNDATION INC S 2077905 FMV