2024-08-20T08:40:03-04:00 2023-12-31 522127371 HAINES ISENBARGER & SKIBA LLC 6418 LIMA ROAD FORT WAYNE IN 46818 990 2023-01-01 351119450 COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC COMM 2604264083 555 E WAYNE STREET FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & CEO 2604264083 2024-08-08 true true CASSIE J DUNN P02181011 2604369500 2024-08-14 2023 2024-08-08 14:25:15Z R BRADLEY LITTLE 555 E WAYNE ST FORT WAYNE IN 46802 40338410 false X WWW.CFGFW.ORG X 1922 IN THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES. 16 15 21 106 0 8042177 13962221 0 7288792 8443915 -1865787 295173 13465182 22701309 9273220 10640300 0 1503420 1565649 0 386782 1346876 1394279 12123516 13600228 1341666 9101081 190965562 219144373 10541598 12743786 180423964 206400587 THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES. false false 10870317 10640300 THE COMMUNITY FOUNDATION GIVES GRANTS TO NONPROFITS FOR A VARIETY OF CHARITABLE PURPOSES IN GREATER FORT WAYNE AND ACROSS THE UNITED STATES. THESE GRANTS HELP TO ADDRESS A VARIETY OF NEEDS FROM THE DAY TO DAY OPERATIONS OF NONPROFITS TO ADDRESSING PRESSING SOCIAL ISSUES. THE GRANTMAKING PROGRAM INCLUDES AWARDING SCHOLARSHIPS TO STUDENTS FURTHERING THEIR EDUCATION. 508408 THE COMMUNITY FOUNDATION PROVIDES LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND IMPROVE QUALITY OF LIFE IN ALLEN COUNTY. THE COMMUNITY FOUNDATION ACCOMPLISHES THIS BY BEING A COMMUNITY PARTNER IN PURSING THE COMMUNITYS GREATEST OPPORTUNITIES AND ADDRESSING OUR MOST CRITICAL CHALLENGES. 205803 THE COMMUNITY FOUNDATION MANAGES CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO HELP THEM MAKE THEIR CHARITABLE GIVING MORE IMPACTFUL IN THE AREAS THAT MATTER MOST TO THEM. THIS PROGRAM ALSO HELPS PEOPLE TO CONSIDER THEIR LEGACY AND HOW IT WILL LIVE ON AND CONTINUE TO IMPROVE THE QUALITY OF LIFE IN ALLEN COUNTY FOR FUTURE GENERATIONS. 11584528 true true false true false true false false false true true false false false true true false true false false true true false false false false false true true true false false false false false true false false true false false false false true true false false false true 45 0 true 21 true false false false false false true true false false false false false false false false false X 16 15 true false false false false false false true true false false true true true true true true true true false IN X X R BRADLEY LITTLE 2604264083 555 E WAYNE ST FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & 40.00 3.00 X 207450 0 30004 HEIDI LUDWIG COO 40.00 X 160296 0 25606 ALISON GERARDOT CHIEF IMPACT 40.00 X 113384 0 20882 RONALD MENZE CHAIR 1.00 3.00 X X 0 0 0 HEATHER SCHOEGLER CHAIR PART Y 1.00 3.00 X X 0 0 0 SHERRY EARLY VICE CHAIR 1.00 3.00 X X 0 0 0 CHRISTINE BOLES SECRETARY 1.00 3.00 X X 0 0 0 ROBERT SLUSSER TREASURER 1.00 3.00 X X 0 0 0 PAUL O SAUERTEIG DIRECTOR 1.00 X 0 0 0 GARY SHEARER DIRECTOR 1.00 X 0 0 0 DENITA WASHINGTON DIRECTOR 1.00 X 0 0 0 SUSAN WESNER DIRECTOR 1.00 3.00 X 0 0 0 CINDY GOODMAN DIRECTOR 1.00 X 0 0 0 EDMOND O'NEAL DIRECTOR 1.00 X 0 0 0 DAMIAN GOSHEFF DIRECTOR 1.00 3.00 X 0 0 0 SHELLEY WALKER DIRECTOR 1.00 X 0 0 0 STEPHANIE CRANDALL DIRECTOR 1.00 X 0 0 0 STEPHANIE CARPER DIRECTOR 1.00 X 0 0 0 JASON KNOTHE DIRECTOR 1.00 X 0 0 0 NIKKI QUINTANA DIRECTOR 1.00 X 0 0 0 TODD JACOBS DIRECTOR PAR 1.00 X 0 0 0 DOUG WOOD DIRECTOR PAR 1.00 3.00 X 0 0 0 JIM COOK DIRECTOR PAR 1.00 X 0 0 0 481130 76492 3 false true false MASON INVESTMENT ADVISORY SERVICES 11130 SUNRISE VALLEY DR STE 200 RESTON VA 20191 INV. 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THEREFORE, THERE ARE NO AMOUNTS TO REPORT IN COLUMNS (A) THROUGH (C). 163 34 10422619 1224690 4482199 197380 90895399 6849050 true true 412675 56675 18000 4486 446864 485497 -50529 17645 4648 412675 414384 595 91920 16638 4764 485497 395677 94 40890 19756 2521 414384 419488 185 66400 16987 70842 2567 395677 1.00000 false false 407053 297624 109429 109429 ASSETS HELD FOR OTHER AGENCIES 10119213 ANNUITIES PAYABLE 710848 LEASE LIABILITY 3051 10833112 X SCHEDULE D, PAGE 3, PART X THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) AND SECTION 509(A)(3), RESPECTIVELY, OF THE IRC AND SIMILAR PROVISIONS OF STATE LAW. HOWEVER, THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED, MEASURED OR DISCLOSED IN THE COMBINED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. true NORTH AMERICA GRANTS 17097 17097 17097 NORTH AMERICA ONLINE TRAINING TECH 17097 CHECK false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 2 THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT GRANTS ARE USED FOR PROPER PURPOSES AND ARE NOT DIVERTED FROM THE INTENDED USE. CERTAIN GRANTS TO ORGANIZATIONS REQUIRE SIGNED GRANT AGREEMENTS AS WELL AS PERIODIC REPORTS AND/OR FIELD INVESTIGATIONS PRIOR TO INITIAL AND/OR FUTURE PAYMENTS. CERTAIN GRANTS AWARDED TO INDIVIDUALS REQUIRE MONITORING THE USE OF GRANT FUNDS BY OBTAINING A REPORT OF A RECIPIENT'S WORK FOR EACH ACADEMIC PERIOD. THE ORGANIZATION RESERVES THE RIGHT TO CANCEL OR RESCIND ITS GRANT SUPPORT AT ANY TIME SHOULD THERE BE A SUBSTANTIAL CHANGE AFFECTING THE RECIPIENT ORGANIZATION OR INDIVIDUAL. 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CERTAIN GRANTS TO ORGANIZATIONS REQUIRE SIGNED GRANT AGREEMENTS AS WELL AS PERIODIC REPORTS AND/OR FIELD INVESTIGATIONS PRIOR TO INITIAL AND/OR FUTURE PAYMENTS. CERTAIN GRANTS AWARDED TO INDIVIDUALS REQUIRE MONITORING THE USE OF GRANT FUNDS BY OBTAINING A REPORT OF A RECIPIENT'S WORK FOR EACH ACADEMIC PERIOD. THE ORGANIZATION RESERVES THE RIGHT TO CANCEL OR RESCIND ITS GRANT SUPPORT AT ANY TIME SHOULD THERE BE A SUBSTANTIAL CHANGE AFFECTING THE RECIPIENT ORGANIZATION OR INDIVIDUAL. X X false false false false false false false false false R BRADLEY LITTLE PRESIDENT & CEO 207450 6488 23516 237454 HEIDI LUDWIG COO 160296 5052 20554 185902 GARY SHEARER DIRECTOR 149801 HEALTH INS PROVIDER false SCHEDULE L, PART V GARY SHEARER IS THE PRESIDENT AND CEO OF PHP OF NORTHERN INDIANA, INC., WHICH PROVIDES HEALTH INSURANCE COVERAGE TO EMPLOYEES OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE. X 32 7306668 FAIR MARKET VALUE X AUCTION ITEMS 43 21751 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PAGE 1, PART I, LINE 6 THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE IS FORTUNATE TO HAVE A WIDE GROUP OF PROFESSIONALS DEDICATED TO SERVING AS VOLUNTEERS FOR THE ORGANIZATION. VOLUNTEER OPPORTUNITIES RANGE FROM SERVING ON THE BOARD OF DIRECTORS TO VARIOUS COMMITTEE POSITIONS INCLUDING GRANT REVIEW, TECHNOLOGY GRANT ADVISORS, SCHOLARSHIP SELECTION, AND INVESTMENT, AUDIT, AND PERSONNEL COMMITTEES. EACH OF THE COMMITTEES PROVIDES THE ORGANIZATION WITH VALUABLE ADVICE AND GUIDANCE WHICH AIDS THE ORGANIZATION IN MEETING ITS MISSION IN AN EFFICIENT AND EFFECTIVE MANNER. THE ORGANIZATION ESTIMATES THAT 106 VOLUNTEERS PROVIDE OVER 1,000 HOURS PER YEAR IN DONATED SERVICE OF TIME TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 2 GARY SHEARER CHRISTINE BOLES DIRECTOR DIRECTOR BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S OFFICERS AND DIRECTORS WERE PROVIDED A COPY OF THE ORGANIZATION'S FINAL FORM 990, INCLUDING REQUIRED SCHEDULES, ON AUGUST 8, 2024 AS ULTIMATELY FILED WITH THE IRS. PRIOR TO DISTRIBUTION TO OFFICERS AND DIRECTORS, MANAGEMENT AND THE AUDIT COMMITTEE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE REVIEWED THE FORM 990 AT A MEETING HELD ON JULY 31, 2024. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY, AND AS INFORMATION CHANGES, DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY COMPLETING AND SIGNING A STATEMENT OF AFFIRMATION AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE INFORMATION IS SUMMARIZED IN A SPREADSHEET AND DISTRIBUTED TO THE ORGANIZATION'S BOARD PRESIDENT PRIOR TO BOARD MEETINGS. DURING BOARD MEETINGS, ANY POSSIBLE CONFLICTS ARE DISCLOSED BEFORE DISCUSSION BEGINS AND THE MINUTES OF THE MEETING REFLECT ANY DISCLOSURE. AFTER ACKNOWLEDGING THE POTENTIAL CONFLICT, THE INTERESTED PERSON MAY BRIEFLY ADDRESS THE OTHER MEMBERS REGARDING THE MATTER. THE KNOWLEDGE ON THE ISSUE MAY BE OF ASSISTANCE TO THE OTHER MEMBERS IN REACHING THEIR DECISIONS. THE INTERESTED PERSON, HOWEVER, WILL ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT & CEO INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE BOARD PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF OFFICERS OF THE CORPORATION, OTHER THAN THE PRESIDENT & CEO, INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE PRESIDENT & CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE, AND BY PROVIDING COPIES UPON REQUEST OR INSPECTION AT THE OFFICE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE. FORM 990, PART XI, LINE 9 CHANGE IN AGENCY FUNDS 164,074 COMMUNITY PARTNERSHIPS INC 555 E WAYNE STREET FT WAYNE IN 46802 351948487 PROJECTS IN 501C3 12A CFGFW true FORT WAYNE CENTRAL IMPROVEMENT FDN 555 E WAYNE STREET FT WAYNE IN 46802 351527622 REAL ESTAT IN 501C3 12A CFGFW true SUMMIT INITIATIVES FOUNDATION INC 555 E WAYNE STREET FT WAYNE IN 46802 454671150 ECON. DEV. IN 501C3 12A CFGFW true false false false false false false false false false false false true false true true false false false false THE ORGANIZATION ELECTED TO HAVE THE PROVISIONS OF SECTION 501(H) OF THE CODE APPLY TO THE TAX YEAR ENDING 12/31/2023 AND ALL SUBSEQUENT TAX YEARS UNTIL REVOKED. THEREFORE, THERE ARE NO AMOUNTS TO REPORT IN COLUMNS (A) THROUGH (C).