2024-05-13T13:35:19-05:00 2023-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-07-01 351827813 COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC COMM 8129484662 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 LINDA SPEED PRESIDENT/CEO 8129484662 2024-05-08 1 LINDA SPEED 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA SPEED 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 37978498 0 X WWW.CFSOUTHERNINDIANA.COM X 1991 IN TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES 15 15 10 55 0 0 1298170 913869 0 0 6649810 3120026 112989 89230 8060969 4123125 6350799 6551355 0 0 710801 638130 0 0 293728 916738 823660 7978338 8013145 82631 -3890020 128848099 136303600 88405427 93465464 40442672 42838136 X TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES 0 0 7276276 6551355 89230 FUNDS USED TO ASSIST AND BENEFIT PEOPLE IN CLARK AND FLOYD COUNTIES THROUGH FUNDING OF HEALTH, EDUCATION, CULTURAL, CIVIC AND RECREATIONAL PROGRAMS. 7276276 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 8129484662 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 REGINA BECKMAN BOARD MEMBER 2.00 X 0 0 0 RICH BOLING BOARD MEMBER 2.00 X 0 0 0 MIKE JOHNSON BOARD MEMBER 2.00 X 0 0 0 AMY NEWBANKS LETKE BOARD MEMBER 2.00 X 0 0 0 GREG NASH BOARD MEMBER 2.00 X 0 0 0 LINDSEY NEELY BOARD MEMBER 2.00 X 0 0 0 KEITH PULLIAM BOARD MEMBER 2.00 X 0 0 0 DAVID REINHARDT BOARD MEMBER 2.00 X 0 0 0 J SCOTT WATERS IV BOARD MEMBER 2.00 X 0 0 0 ROBERT WOOSLEY BOARD MEMBER 2.00 X 0 0 0 DAMON MASSEY CHAIR 5.00 X X 0 0 0 JESSICA CARROLL VICE CHAIR 2.00 X X 0 0 0 S BUTCH SHAW TREASURER 2.00 X X 0 0 0 ANGIE FENTON SECRETARY 2.00 X X 0 0 0 SHARON HANDY PAST CHAIR 2.00 X X 0 0 0 LINDA SPEED PRESIDENT/CEO 40.00 X 196372 0 18374 MELANY WESSELS CFO 40.00 X 52400 0 5091 248772 0 23465 1 0 1 0 FOURTH STREES PERFORMANCE PARTNERS CONSU 211 GARRARD STREET COVINGTON KY 41011 CONSULTING 114420 1 913869 913869 2414399 2414399 34561000 33855373 705627 705627 705627 ADMINISTRATIVE FEE INCOME 900099 89230 89230 89230 4123125 89230 0 3120026 5830034 5830034 721321 721321 228058 79055 72535 76468 351991 122016 111951 118024 16560 5740 5267 5553 41521 14393 13206 13922 18741 18741 17135 17135 428628 428628 128494 128494 48629 353 48276 15227 15227 83073 27408 38678 16987 14033 7017 7016 28703 25833 1435 1435 OTHER MISCELLANEOUS 40997 14478 13456 13063 8013145 7276276 443141 293728 5074686 7452065 100406 32857 184911 184641 214240 135633 77198 78607 121831659 126918182 1579239 1637248 128848099 136303600 48888 39641 901650 426750 20000 0 86323326 92146017 1111563 853056 88405427 93465464 X 2996000 3244796 37446672 39593340 40442672 42838136 128848099 136303600 X -3890020 11176631 -4891147 X X 0 1 X 1 0 X 11176671 7977588 1723280 1298170 913869 23089578 11176671 7977588 1723280 1298170 913869 23089578 13922133 9167445 2547381 2751574 3015926 2489096 2414399 13218376 50570 55625 73266 112989 89230 381680 36689634 0.24990 0.24630 X COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC.ATTACHMENT TO SCHEDULE A RE: PUBLIC SUPPORT TESTTHE PUBLIC SUPPORT PERCENTAGES FOR COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. FOR 2022 AND 2021 ARE 24.99% AND 24.63%, RESPECTIVELY. SINCE THEIR PUBLIC SUPPORT PERCENTAGE IS LESS THAN 33 1/3 PERECNT FOR THE CURRENT AND PRIOR YEAR, IT FAILS THE MECHANICAL TEST FOR PUBLIC SUPPORT.THEREFORE, THEY MUST PASS THE FACTS AND CIRCUMSTANCES TEST IN ORDER TO MAINTAIN ITS PUBLIC SUPPORT STATUS. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. DOES PASS THE FACTS AND CIRCUMSTANCES TEST FOR 2022. IN ORDER TO PASS THE FACTS AND CIRCUMSTANCES TEST, THE ORGANIZATION MUST DO THE FOLLOWING:SOURCES OF SUPPORT- THE ORGANIZATION SHOULD SEEK GIFTS AND CONTRIBUTIONS FROM A WIDE BASE OF POTENTIAL DONORS IN THE COMMUNITY THAT IS SERVED. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. SEEKS CONTRIBUTIONS FROM A VARIETY OF SOURCES, INCLUDING, BUT NOT LIMITED TO INDIVIDUALS WITHIN THE COMMUNITY, BUSINESSES WITHIN THE COMMUNITY, OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE COMMUNITY AND OTHER PUBLIC AND PRIVATE FOUNDATIONS WITHIN THE COMMUNITY.REPRESENTATIVE GOVERNING BODY- THE BOARD OF DIRECTORS SHOULD REPRESENT VARIOUS AREAS OF PUBLIC INTEREST IN THE AREAS SERVED. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. MAINTAINS A DIVERSE BOARD OF DIRECTORS REPRESENTING MANY INTEREST GROUPS WITHIN THE COMMUNITY.AVAILABILITY OF PUBLIC FACILITIES OR SERVICES AND/OR PUBLIC PARTICIPATION IN PROGRAMS- THE ORGANIZATION SHOULD BE ALWAYS OFFERING ITS SERVICES TO DONORS IN PLANNING THEIR GIVING AND EDUCATING THE PUBLIC ABOUT GRANT MAKING OPPORTUNITIES. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. UNDERTAKES INITIATIVES THROUGHOUT THE YEAR TO EDUCATE DONORS ON THE OPTIONS AVAILABLE FOR CHARITABLE GIVING AND ALSO EDUCATES AREA ORGANIZATIONS ON THE SERVICES IT PROVIDES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65 217888 478886 8391265 1 1 0 1 122636345 1257845 14010213 5823160 1432522 130648721 151623660 546736 -21884053 6485871 1164127 122636345 120416491 688076 36386171 4798343 1068735 151623660 113948121 6710023 5461572 4836050 867175 120416491 103405678 10701032 7505637 5924868 946675 792683 113948121 0.01147 0.00000 0.98853 0 0 103830 77873 25957 110410 57760 52650 78607 ANNUITIES PAYABLE 46315 CHARITABLE REMAINDER TRUST LIABILITY 806741 853056 X PART V, LINE 4: TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES PART X, LINE 2: THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC., OSI FOUNDATION, INC., 4100 CHARLESTOWN, INC., JEFFERSONVILLE CARNEGIE LIBRARY FOUNDATION AND NEW ALBANY-FLOYD COUNTY EDUCATION FOUNDATION, INC. ARE ALL NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE 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 CFSI AND RECOGNIZE A TAX LIABILITY IF CFSI 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 CFSI, AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. CFSI IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, CFSI IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, CFSI IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. 1 COMMUNITY FOUNDATION PARTNERSHIP INC 3315 W 5TH STREET P O BOX 1235 BEDFORD IN 474211235 351889139 501(C)(3) 432358 0 DESIGNATED FUND DISTRIBUTION FOR MARTIN COUNTY, INDIANA PERSONAL COUNSELING SERVICE INC P O BOX 2294 CLARKSVILLE IN 47129 310919635 501(C)(3) 127231 0 MATCHING GRANT SUPPORT FOR EXPANSION GREATER CLARK COUNTY SCHOOLS EDUCATIONAL FOUNDATION 2112 UTICA SELLERSBURG RD JEFFERSONVILLE IN 47130 352077348 501(C)(3) 116000 0 GREATER TOGETHER: IMPROVING THE MENTAL HEALTH OF GIRLS IN CLARK COUNTY HABITAT FOR HUMANITY INC CLARK AND FLOYD INDIANA PO BOX 1814 NEW ALBANY IN 47150 351817055 501(C)(3) 100000 0 SPRING HILL STATION PROJECT BIG BROTHERS AND BIG SISTERS OF KENTUCKIANA INC - MAIN OFFICE 1519 GARDINER LANE LOUISVILLE KY 40218 616057856 501(C)(3) 30000 0 LAUNCH THE FIRST STRATEGIC MARKETING AND COMMUNICATIONS CAMPAIGN IN THE AGENCY S 55-YEAR HISTORY JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 841267604 501(C)(3) 31335 0 TO MODERNIZE OUR INFRASTRUCTURE WHICH WILL INCLUDE MOVING TO A CLOUD-BASED SOLUTION NEW HOPE SERVICES INC 725 WALL ST JEFFERSONVILLE IN 47130 351022158 501(C)(3) 23177 0 TO PURCHASE A BROAD RANGE OF NEW AND UPGRADED TECHNOLOGY TO ENABLE A MAJOR TRANSFORMATION FOR OUR SERVICES TO THE COMMUNITY METRO UNITED WAY INC PO BOX 4488 LOUISVILLE KY 402040488 610444680 501(C)(3) 32477 0 FURTHERENCE OF METRO UNITED WAY'S EXEMPT PURPOSE IN CLARK COUNTY INDIANA ST ELIZABETH CATHOLIC CHARITIES 702 E MARKET ST NEW ALBANY IN 47150 351827682 501(C)(3) 28200 0 CAPACITY BUILDING GRANT EDUCATIONAL FOUNDATION OF ALPHA GAMMA RHO 1333 NW VIVION ROAD SUITE 110 KANSAS CITY MO 64118 366158409 501(C)(3) 26900 0 AVID AND DOROTHY CASE OMICRON SCHOLARSHIP ENDOWMENT FUND FAMILY ARK 101 NOAHS LANE JEFFERSONVILLE IN 471311238 351292608 501(C)(3) 25000 0 CAPACITY BUILDING--- LIFESPAN RESOURCES INC PO BOX 995 NEW ALBANY IN 471500995 351306887 501(C)(3) 25800 0 CAPACITY BUILDING GRANT CHILDPLACE INC 2420 EAST 10TH STREET JEFFERSONVILLE IN 47130 351129180 501(C)(3) 10000 0 YEAR-END EXPENSES ST LUKE'S UNITED CHURCH OF CHRIST 329 WALNUT STREET JEFFERSONVILLE IN 47130 350901292 501(C)(3) 32373 0 SANCTUARY CARPET AND PEW RECOVERING REVELATION WELLNESS FOUNDATION 10818 N 32ND ST PHOENIX AZ 85028 274195376 501(C)(3) 40000 0 GENERAL SUPPORT COUNCIL ON DEVELOPMENTAL DISABILITIES 1219 WEST JEFFERSON ST UNIT 106 LOUISVILLE KY 40203 610476686 501(C)(3) 7928 0 GENERAL SUPPORT OUR PLACE DRUG AND ALCOHOL EDUCATION SERVICES INC 400 EAST SPRING STREET NEW ALBANY IN 47150 311202976 501(C)(3) 6850 0 CAPACITY BUILDING GRANT CENTER FOR LAY MINISTRIES INC 213 EAST MAPLE STREET JEFFERSONVILLE IN 47130 310903413 501(C)(3) 6750 0 BLISS HOUSE RESIDENT SUPPORT - SERVING CLARK AND FLOYD COUNTIES KENTUCKY BANKERS RELIEF FUND COMPANY 600 W MAIN ST STE 400 LOUISVILLE KY 402022998 203405062 501(C)(3) 10000 0 GENERAL SUPPORT FUND FOR THE ARTS INC 623 W MAIN STREET LOUISVILLE KY 40202 610479626 501(C)(3) 5250 0 CULTURAL PASS PROGRAM SUPPORT NEW ALBANY PARKS & RECREATION 2043 SILVER ST NEW ALBANY IN 47150 356001130 501(C)(3) 9138 0 ANDERSON PARK SOFTBALL AND BASEBALL PROGRAMMING IN MEMORY OF JOHN STUART NEWBANKS FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 641291626 440610626 501(C)(3) 8000 0 GENERAL SUPPORT NEW ALBANY FLOYD COUNTY CONSOLIDATED SCHOOL CORPORATION PO BOX 1087 NEW ALBANY IN 471511087 356005953 501(C)(3) 15736 0 VOCATIONAL EDUCATION SUPPORT FOR STUDENTS IN CLARK AND FLOYD COUNTY HOWARD STEAMBOAT MUSEUM INC PO BOX 606 JEFFERSONVILLE IN 471310606 237131836 501(C)(3) 7104 0 GENERAL SUPPORT CLARKSVILLE COMMUNITY SCHOOL CORPORATION 502 LITTLE LEAGUE BOULEVARD CLARKSVILLE IN 471296630 356002244 501(C)(3) 7144 0 EMERGENCY NEEDS OF STUDENTS ALIGN SOUTHERN INDIANA INC 4108 CHARLESTOWN RD NEW ALBANY IN 47150 824323453 501(C)(3) 54000 0 GENERAL SUPPORT AMERICAN RED CROSS P O BOX 1675 LOUISVILLE KY 40201 530196605 501(C)(3) 6000 0 GENERAL SUPPORT BAYA CORPORATION 2859 SANDALWOOD DR NEW ALBANY IN 47150 812853453 501(C)(3) 14250 0 CAPACITY BUILDING CHAMPAIGN FAMILY YMCA 191 COMMUNITY DR URBANA OH 43078 311506457 501(C)(3) 9000 0 GENERAL SUPPORT CITY OF CHARLESTOWN 304 MAIN CROSS ST CHARLESTOWN IN 47111 356000977 501(C)(3) 150000 0 QUALITY OF PLACE FLOYD COUNTY TREASURER 311 HAUSS SQUARE ROOM 113 NEW ALBANY IN 47150 356000144 501(C)(3) 3723114 0 ANNUAL DISTRIBUTION GIRL SCOUTS OF KENTUCKIANA 2115 LEXINGTON ROAD LOUISVILLE KY 40206 610444698 501(C)(3) 5254 0 GENERAL SUPPORT HISPANIC CONNECTION OF SOUTHERN INDIANA INC 1410 CHARLESTOWN-NEW ALBANY RD SUITE 101 JEFFERSONVILLE IN 47130 481302569 501(C)(3) 23710 0 CAPACITY BUILDING HOMELESS COALITION OF SOUTHERN INDIANA INC PO BOX 1871 NEW ALBANY IN 47150 811637476 501(C)(3) 25000 0 CAPACITY BUILDING HOPE SOUTHERN INDIANA INC 1200 BONO ROAD BROWN-STARKS NEIGHBORHOOD PLACE NEW ALBANY IN 47150 351128300 501(C)(3) 27891 0 GENERAL SUPPORT HOWARD STEAMBOAT MUSEUM INC PO BOX 606 JEFFERSONVILLE IN 47131 237131836 501(C)(3) 7104 0 GENERAL SUPPORT INDIANA UNIVERSITY SOUTHEAST FINANCIAL AID OFFICE 4201 GRANT LINE RD NEW ALBANY IN 47150 356001673 501(C)(3) 269960 0 SCHOLARSHIP FUNDS IVY TECH FOUNDATION INC 8204 HIGHWAY 311 SELLERSBURG IN 47172 237073977 501(C)(3) 10250 0 SCHOLARSHIP FUNDS JACOB'S WELL INC 8757 RUFING RD GREENVILLE IN 47124 205389152 501(C)(3) 8250 0 EMERGENCY GRANT GENERAL SUPPORT OHIO FFA FOUNDATION 717 EAST 17TH AVENUE COLUMBUS OH 43211 316050849 501(C)(3) 25000 0 GENERAL SUPPORT NEW ALBANY FLOYD COUNTY EDUCATION FOUNDATION INC 2813 GRANT LINE RD NEW ALBANY IN 47150 202552199 501(C)(3) 21271 0 DOLLY PARTON'S IMAGINATION LIBRARY GENERAL SUPPORT NEW CHAPEL CHURCH OF JEFFERSONVILLE INC 5615 NEW CHAPEL ROAD JEFFERSONVILLE IN 47130 352142989 501(C)(3) 10000 0 GENERAL SUPPORT OSI FOUNDATION INC 4108 CHARLESTOWN RD NEW ALBANY IN 47150 200626196 501(C)(3) 41500 0 CAPACITY BUILDING AND GENERAL SUPPORT OUR LADY OF PERPETUAL HELP CHURCH 1752 SCHELLER LANE NEW ALBANY IN 47150 350919342 501(C)(3) 11300 0 GENERAL SUPPORT OUR LADY OF PERPETUAL HELP SCHOOL 1752 SCHELLER LANE NEW ALBANY IN 47150 530196617 501(C)(3) 17890 0 GENERAL SUPPORT OUR LADY OF PROVIDENCE HIGH SCHOOL 707 PROVIDENCE WAY CLARKSVILLE IN 47129 350894977 501(C)(3) 14094 0 GENERAL SUPPORT PARK MEMORIAL UNITED METHODIST CHURCH 1820 EAST PARK PLACE JEFFERSONVILLE IN 47130 350959453 501(C)(3) 13411 0 GENERAL SUPPORT RESCUE FREEDOM INTERNATIONAL PO BOX 77 KIRKLAND WA 98083 161773392 501(C)(3) 20000 0 GENERAL SUPPORT RIVER HERITAGE CONSERVANCY INC PO BOX 486 JEFFERSONVILLE IN 47130 814538349 501(C)(3) 20000 0 GENERAL SUPPORT ST AUGUSTINE CHURCH 315 E CHESTNUT PO BOX 447 JEFFERSONVILLE IN 47130 350868034 501(C)(3) 8580 0 GENERAL SUPPORT TRINITY UNITED METHODIST CHURCH 2796 CHARLESTOWN RD NEW ALBANY IN 47150 351020930 501(C)(3) 8500 0 GENERAL SUPPORT VOLUNTEERS OF AMERICA OF MID STATES INC 570 SOUTH FOURTH STREET SUITE 100 LOUISVILLE KY 40202 610480950 501(C)(3) 25000 0 GENERAL SUPPORT WATERSTEP 625 MYRTLE ST LOUISVILLE KY 40206 611262016 501(C)(3) 5250 0 GENERAL SUPPORT 53 0 SCHOLARSHIPS 179 721321 PART I, LINE 2: FOR GRANTS FROM UNRESTRICTED OR FIELD OF INTEREST FUNDS, GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT, COMPLETE WITH RECEIPTS AND SUPPORTING INFORMATION, BY A DATE DETERMINED BY THE FOUNDATION IN A GRANT AGREEMENT. THIS REPORT IS REVIEWED BY THE DIRECTOR OF COMMUNITY PHILANTHROPY. FUNDS DEEMED TO BE USED FOR PURPOSES OTHER THAN STATED IN THE GRANT MUST BE REFUNDED. GRANTS FROM ALL OTHER TYPES OF FUNDS ARE SENT LETTERS WITH INSTRUCTIONS FOR USE. X X X X X 0 0 0 0 0 0 0 0 0 LINDA SPEED PRESIDENT/CEO 196372 0 0 0 0 0 6818 0 11556 0 214746 0 0 0 PART I, LINE 3 THE ORGANIZATION USED THE VARIOUS ABOVE METHODS IN ESTABLISHING COMPENSATION X 1 49934 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE FINANCE OFFICER, PRESIDENT/CEO AND BOARD CHAIR PRIOR TO FILING. IN ADDITION, THE 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA A SECURE PORTAL ON THE FOUNDATION'S WEBSITE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - POLICY IS SIGNED ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY NEW POTENTIAL CONFLICTS AS EARLY AS POSSIBLE OR BEFORE A MEETING DURING WHICH A GRANT REQUEST OR CONTRACT FOR GOODS AND SERVICES WILL BE CONSIDERED OR VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ACTS AS THE EMPLOYEE REVIEW COMMITTEE. THE COMMITTEE CONDUCTS AN ANNUAL EXECUTIVE DIRECTOR EVALUATION/PERFORMANCE REVIEW. THE EVALUATION/PERFORMANCE REVIEW, YEARS OF SERVICE, ANNUAL BUDGET, FULL-TIME OR PART-TIME SERVICE ARE ALL CONSIDERED WHEN MAKING A RECOMMENDATION TO THE BOARD FOR APPROVAL ON EXECUTIVE DIRECTOR COMPENSATION ALONG WITH COMPARABILITY DATA. THE COMPARABLE DATA USED COMPARES EMPLOYEE POSITION, ASSET SIZE, AND GEOGRAPHICAL AREA. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -5,096,691. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 186,097. CHANGE IN VALUE OF LIFE INSURANCE 19,447. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 4100 CHARLESTOWN INC 4104 CHARLESTOWN ROAD NEW ALBANY IN 47150 200843755 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 JEFFERSONVILLE CARNEGIE LIBRARY FOUNDATION INC 4104 CHARLESTOWN ROAD NEW ALBANY IN 47150 593774660 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 NEW ALBANY FLOYD COUNTY EDUCATION FOUNDATION INC 4104 CHARLESTOWN ROAD NEW ALBANY IN 47150 202552199 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 OSI FOUNDATION INC 4104 CHARLESTOWN ROAD NEW ALBANY IN 47150 200626196 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0