2025-05-15T11:39:20-05:00 2024-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2023-07-01 351811149 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC COMM 8123339016 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 TINA PETERSON PRESIDENT AND CEO 8123339016 2025-05-14 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2025-05-14 2023 2025-03-06 01:10:19Z TINA PETERSON 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 15009689 0 X WWW.CFBMC.ORG X 1990 IN COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY. 18 18 17 35 0 0 12596306 8424137 0 0 2157622 3224002 54542 30118 14808470 11678257 11353032 2056121 0 0 866560 845796 0 0 279755 569943 751217 12789535 3653134 2018935 8025123 47473129 57492921 5849273 6398236 41623856 51094685 COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY. 0 0 2654895 2056121 30118 THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY EXISTS TO ENHANCE OUR COMMUNITY THROUGH PERMANENT CHARITABLE CAPITAL, EFFECTIVE GRANTS, AND INCLUSIVE LEADERSHIP. THE ORGANIZATION CHAMPIONS LOCAL PHILANTHROPY BY BUILDING COMMUNITY ASSETS, PARTICULARLY PERMANENT ENDOWMENT FUNDS; ADMINISTERS GRANTS IN DIVERSE CHARITABLE FIELDS REFLECTIVE OF DONOR INTERESTS AND COMMUNITY NEEDS AND OPPORTUNITIES; AND STRIVES TO PROVIDE INCLUSIVE COMMUNITY LEADERSHIP ON ISSUES OF LOCAL IMPORTANCE.THE FOUNDATION ADMINISTERS OVER 200 FUNDS, PRIMARILY PERMANENT ENDOWMENTS, INCLUDING AGENCY OR DESIGNATED, SCHOLARSHIP, DONOR-ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS. 2654895 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 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 1 1 0 0 1 12 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 8123339016 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 BOB ZALTSBERG DIRECTOR 2.00 X 0 0 0 BRIAN D YELEY DIRECTOR 2.00 X 0 0 0 CHRISTA CURTIS DIRECTOR 2.00 X 0 0 0 DAVID B JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 ERIC SPOONMORE DIRECTOR 2.00 X 0 0 0 ERIN MARTOGLIO DIRECTOR 2.00 X 0 0 0 ISABEL SANTER DIRECTOR 2.00 X 0 0 0 JEREMIAH YOUNG DIRECTOR 2.00 X 0 0 0 JERRY SANDERS DIRECTOR 2.00 X 0 0 0 JESSIKA HANE DIRECTOR 2.00 X 0 0 0 KYLA COX-DECKARD DIRECTOR 2.00 X 0 0 0 LINDSEY A SMITH DIRECTOR 2.00 X 0 0 0 MARK FRANKLIN DIRECTOR 2.00 X 0 0 0 MATTIE WHITE DIRECTOR 2.00 X 0 0 0 WARREN CUTSHALL DIRECTOR 2.00 X 0 0 0 JEFF WUSLICH CHAIR 2.00 X X 0 0 0 MICHELLE COLE SECRETARY 2.00 X X 0 0 0 ALISA HENDRIX TREASURER 2.00 X X 0 0 0 TINA PETERSON PRESIDENT AND CEO 40.00 10.00 X 180065 0 5402 180065 0 5402 1 0 1 0 0 1400000 7024137 459682 8424137 1501223 1501223 5054211 3331432 1722779 1722779 1722779 MISCELLANEOUS REVENUE 900099 30118 30118 30118 11678257 30118 0 3224002 2031387 2031387 24734 24734 143730 58929 53180 31621 599331 245726 221752 131853 12316 5049 4557 2710 31237 12807 11558 6872 59182 24266 21896 13020 675 27 648 49627 1985 47642 115960 115960 199636 12224 187412 32491 11047 8448 12996 33178 11281 8626 13271 7173 7173 14181 9731 4450 6756 2297 1757 2702 17949 6102 4667 7180 PROGRAM SUPPORT EXPENSE 181603 181603 DONOR DEVELOPMENT 36761 36761 SOFTWARE 28624 21468 7156 REPAIRS AND MAINTENANCE 11658 3964 3031 4663 14945 4563 5882 4500 3653134 2654895 718484 279755 100 100 2722122 5396715 0 2528 380132 33062 1621116 168758 1452144 1452358 42918631 49618199 989959 47473129 57492921 154637 131330 78204 0 0 4154 5616432 6262752 5849273 6398236 X 4298293 4723179 37325563 46371506 41623856 51094685 47473129 57492921 X 8025123 2095026 -649320 X X 0 1 X 1 0 X 4958820 3863013 3252538 12596306 8424137 33094814 4958820 3863013 3252538 12596306 8424137 33094814 13839592 19255222 1087072 989079 1571464 1523435 1501223 6672273 39767087 0.48420 0.45970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58 1616888 559329 7625382 1 1 0 1 X 40186484 4341903 4728039 1548364 227018 865793 46615251 38044962 1253730 3759279 1679071 137955 1054461 40186484 42567114 2480514 -4684592 1441841 103391 772855 38044962 30456184 2361997 11493180 917113 180273 646861 42567114 29736406 3600509 -1106480 1201735 572516 30456184 0.02000 0.98000 0 0 1446044 1446044 175072 168758 6314 1452358 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH CF OF BLOOMINGTON AND MONROE COUNTY BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON PERMANENT FUNDS IS USED TO SUPPORT NUMEROUS COMMUNITY CHARITIES. 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, 2024 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 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 SYCAMORE LAND TRUST INC PO BOX 7801 4898 E HERITAGE WOODS ROAD BLOOMINGTON IN 474077801 351830637 501(C)(3) 176491 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CONSERVATION LAW CENTER 116 S INDIANA AVENUE SUITE 4 BLOOMINGTON IN 47408 202321854 501(C)(3) 149858 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON PETS ALIVE INC DBA PETS ALIVE SPAYNEUTER CLINIC 2444 SOUTH WALNUT STREET BLOOMINGTON IN 47401 364516780 501(C)(3) 120000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY HUMANE ASSOCIATION PO BOX 1334 BLOOMINGTON IN 474021334 356064277 501(C)(3) 76786 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HEALTHNET FOUNDATION INC 3403 EAST RAYMOND STREET INDIANAPOLIS IN 46203 384090140 501(C)(3) 69833 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WONDERLAB MUSEUM 308 W FOURTH STREET BLOOMINGTON IN 47404 351956521 501(C)(3) 58269 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON PARKS & RECREATION FOUNDATION PO BOX 3351 401 N MORTON ST SUITE 250 BLOOMINGTON IN 474023351 311209028 501(C)(3) 55352 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PATHWAYS 827 WEST 14TH COURT BLOOMINGTON IN 47404 351313090 501(C)(3) 52964 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB PO BOX 1716 BLOOMINGTON IN 47402 350997525 501(C)(3) 50691 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WILDCARE INC 198 N HARTSTRAIGHT ROAD BLOOMINGTON IN 47404 352136105 501(C)(3) 49500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BEACON INC PO BOX 451 BLOOMINGTON IN 474020451 743056968 501(C)(3) 49360 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NEW HOPE FOR FAMILIES PO BOX 154 BLOOMINGTON IN 474020154 275077191 501(C)(3) 49051 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF BLOOMINGTON PO BOX 100 BLOOMINGTON IN 474020100 356000954 GOVERNMENTAL 44873 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITARIAN UNIVERSALIST CHURCH OF BLOOMINGTON (UUA) 2120 N FEE LANE BLOOMINGTON IN 47408 042103733 501(C)(3) 40341 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOTUS EDUCATION & ARTS FOUNDATION PO BOX 1667 105 SOUTH ROGERS STREET BLOOMINGTON IN 474021667 351941942 501(C)(3) 36414 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MOTHER HUBBARD'S CUPBOARD 1100 W ALLEN STREET BLOOMINGTON IN 47401 352082414 501(C)(3) 34420 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY COMMUNITY SCHOOL CORPORATION 315 EAST NORTH DRIVE BLOOMINGTON IN 47401 351145734 501(C)(3) 33681 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY HISTORICAL MUSEUM 202 E SIXTH ST BLOOMINGTON IN 474084098 237313245 501(C)(3) 30996 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE MONROE WATER FUND INC 642 NORTH MADISON STREET BLOOMINGTON IN 47404 861645499 501(C)(3) 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY KITCHEN OF MONROE COUNTY PO BOX 3286 1515 S ROGERS STREET BLOOMINGTON IN 474023286 311101408 501(C)(3) 28019 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FARM TO FAMILY FUND PO BOX 1771 BLOOMINGTON IN 474021771 824653056 501(C)(3) 26616 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UPLANDS PEAK SANCTUARY INC 6444 FREEDOM ARNEY ROAD FREEDOM IN 474317340 461798261 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON COMMUNITY RADIO INC (WFHB) 108 W 4TH ST BLOOMINGTON IN 47404 310935271 501(C)(3) 23055 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF INDIANAPOLIS ANIMAL CARE & CONTROL FOUNDATION INC 7399 N SHADELAND AVE 117 INDIANAPOLIS IN 46250 320099654 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RICHLAND BEAN BLOSSOM COMMUNITY SCHOOL CORPORATION 600 S EDGEWOOD DRIVE ELLETTSVILLE IN 47429 351088650 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOLLY'S NEST ANIMAL RESCUE PO BOX 4086 SANFORD NC 273314086 453868224 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BROWN COUNTY HUMANE SOCIETY 128 STATE ROAD 135 SOUTH NASHVILLE IN 47448 237276105 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY CASA-COURT APPOINTED SPECIAL ADVOCATES 320 W 8TH ST SUITE 201 BLOOMINGTON IN 47404 263994368 501(C)(3) 19773 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MIDDLE WAY HOUSE INC PO BOX 95 BLOOMINGTON IN 474020095 237300355 501(C)(3) 19271 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CONSTELLATION STAGE & SCREEN INC 122 S WALNUT STREET BLOOMINGTON IN 47404 205837886 501(C)(3) 16867 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION USA INTERNATIONAL HARP COMPETITION PO BOX 5008 BLOOMINGTON IN 474075008 550676706 501(C)(3) 16608 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF MONROE COUNTY 441 S COLLEGE AVENUE BLOOMINGTON IN 47403 350985959 501(C)(3) 14027 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON COMMUNITY ORCHARD PO BOX 2298 BLOOMINGTON IN 47402 454704054 501(C)(3) 14006 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY PARKS & RECREATION 501 N MORTON SUITE 100 BLOOMINGTON IN 474043731 351732462 GOVERNMENTAL 13896 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION READABLE ENGLISH LLC 109 VENDOLA DRIVE SAN RAFAEL CA 94903 841846630 501(C)(3) 13850 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY-BLOOMINGTON PO BOX 6448 BLOOMINGTON IN 47407 356001673 501(C)(3) 13181 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BIG BROTHERS BIG SISTERS OF SOUTH CENTRAL INDIANA 1802 W 17TH STREET SUITE C BLOOMINGTON IN 47404 351330448 501(C)(3) 12963 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON FOOD POLICY COUNCIL INC 642 NORTH MADISON BLOOMINGTON IN 47404 383853415 501(C)(3) 12479 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHERWOOD OAKS CHRISTIAN CHURCH 2700 E ROGERS RD BLOOMINGTON IN 47401 351555334 501(C)(3) 12000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GEORGE E ARCHER FOUNDATION INC PO BOX 8654 BLOOMINGTON IN 47407 311119276 501(C)(3) 10482 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF MONROE COUNTY 213 EAST KIRKWOOD AVENUE BLOOMINGTON IN 47408 351753977 501(C)(3) 10092 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BCT MANAGEMENT INCBUSKIRK-CHUMLEY THEATER 114 EAST KIRKWOOD AVENUE BLOOMINGTON IN 47408 352146138 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON MEALS ON WHEELS INC 2620 N WALNUT ST SUITE 925 BLOOMINGTON IN 47404 310941563 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANCER SUPPORT COMMUNITY SOUTH CENTRAL INDIANA 1719 W 3RD ST BLOOMINGTON IN 47404 351902427 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RILEY CHILDREN'S FOUNDATION 500 N MERIDIAN ST SUITE 100 INDIANAPOLIS IN 462041293 350868147 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARBOR CAMPS INC PO BOX 515 WESTMINSTER CO 80036 264037161 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION INC 200 DANIELS WAY BLOOMINGTON IN 474049772 237073977 501(C)(3) 9234 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PEOPLE AND ANIMAL LEARNING SERVICES INC (PALS) PO BOX 1033 BLOOMINGTON IN 47402 352107038 501(C)(3) 9083 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HEALTHNET BLOOMINGTON HEALTH CENTER 811 WEST SECOND STREET BLOOMINGTON IN 47403 351579827 501(C)(3) 8515 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TANDEM COMMUNITY BIRTH CENTER AND POSTPARTUM HOUSE INC 2613 E 3RD ST BLOOMINGTON IN 47401 845009749 501(C)(3) 8450 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SUCCESS SCHOOL 421 W 6TH ST SUITE A BLOOMINGTON IN 47404 352066449 501(C)(3) 7471 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARMONY SCHOOL PO BOX 1787 BLOOMINGTON IN 474021787 351554219 501(C)(3) 6064 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FOUNDATION OF MCCS 315 NORTH DRIVE BLOOMINGTON IN 47401 310889739 501(C)(3) 6022 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HANNAH CENTER INC 808 N COLLEGE AVENUE BLOOMINGTON IN 474043546 351615036 501(C)(3) 5973 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON COMMUNITY BAND PO BOX 237 BLOOMINGTON IN 474020237 450526311 501(C)(3) 5925 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON INDIANA INC LOCAL COUNCIL OF WOMEN INC PO BOX 6171 BLOOMINGTON IN 474076171 350992711 501(C)(3) 5807 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AMERICAN RED CROSS-SOUTHEAST CHAPTER 441 SOUTH COLLEGE AVENUE BLOOMINGTON IN 47403 530196605 501(C)(3) 5451 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY-IN DIVISIONAL HQ 6060 CASTLE WAY WEST INDIANAPOLIS IN 46250 362167910 501(C)(3) 5451 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AREA 10 AGENCY ON AGING 631 W EDGEWOOD DRIVE ELLETTSVILLE IN 47429 310955307 501(C)(3) 5347 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FARMER HOUSE MUSEUM 529 NORTH COLLEGE AVE BLOOMINGTON IN 47404 352081590 501(C)(3) 5293 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY INC PO BOX 397 200 S MERIDIAN ST SUITE 400 INDIANAPOLIS IN 462251076 910686012 501(C)(3) 5198 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFEDESIGNS 200 EAST WINSLOW ROAD BLOOMINGTON IN 47401 351550876 501(C)(3) 5167 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 62 0 SCHOLARSHIPS 17 24734 PART I, LINE 2: ORGANIZATION GRANTS ARE AWARDED BASED UPON REQUESTS BY ORGANIZATIONS TO FUND SPECIFIC PURCHASES OR PROGRAMS. ORGANIZATIONS THEN SUBMIT DOCUMENTATION OF PAID EXPENSES WHICH ARE THEN REIMBURSED BY THE FOUNDATION UP TO THE AMOUNT AUTHORIZED. X X 0 0 0 0 0 0 0 0 0 TINA PETERSON PRESIDENT AND CEO 180065 0 0 0 0 0 5402 0 0 0 185467 0 0 0 X 17 459682 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY IS DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED. FORM 990, PART VI, SECTION B, LINE 15 AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENTS -646,320. SPLIT INTEREST AGREEMENT -3,000. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. THE EUPHONIUM FOUNDATION 1666 K STREET NW WASHINGTON DC 20006 300058251 SUPPORTS SPECIFIED CHARITIES WA 501(C)(3) LINE 11A, I 0 REGIONAL OPPORTUNITY INITIATIVES INC 101 W KIRKWOOD AVENUE 321 BLOOMINGTON IN 47404 474832157 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 12B, II COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REGIONAL OPPORTUNITY INITIATIVES INC C 53500 FMV (CASH)