2025-08-08T13:45:40-04:00 2024-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-01-01 351829585 COMMUNITY FOUNDATION OF BOONE COUNTY INC COMM 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 JULIE REAGAN PRESIDENT/CEO 7654820024 2025-08-08 true false THOMAS A ROBERTS P00997867 7652847554 2025-08-08 2024 2025-03-06 01:10:19Z JOAN SOLLER 102 N LEBANON ST 200 LEBANON IN 46052 9545977 false X WWW.COMMUNITYFOUNDATIONBC.ORG X 1991 IN OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. 14 14 8 100 0 638328 2306019 574428 720200 1423620 1888264 9606 12441 2645982 4926924 1010250 1137825 0 382521 483963 0 124509 871418 1098461 2264189 2720249 381793 2206675 33645750 37912429 1058293 1230774 32587457 36681655 OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. false false 1410979 1137825 720200 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. 1410979 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 13 0 8 true false false false false false false false false false false false false X 14 14 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 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 JOAN SOLLER CHAIR 1.00 X X 0 0 0 CHRIS HUFFER VICE CHAIR 1.00 X X 0 0 0 LUANNE CLUFF TREASURER 1.00 X X 0 0 0 PAULA HUDSON SECRETARY 1.00 X X 0 0 0 SHAWNA LAKE DIRECTOR 1.00 X 0 0 0 GARY EMMERT DIRECTOR 1.00 X 0 0 0 JOHN SCHMIDT DIRECTOR 1.00 X 0 0 0 KATIE SHEETS DIRECTOR 1.00 X 0 0 0 ANGIE LEARY DIRECTOR 1.00 X 0 0 0 CHAD PERDUE DIRECTOR 1.00 X 0 0 0 JESSICA STOKELY DIRECTOR 1.00 X 0 0 0 SARAH PRINCE DIRECTOR 1.00 X 0 0 0 LAURA DUNSHEE DIRECTOR 1.00 X 0 0 0 AMANDA PLUNKETT DIRECTOR 1.00 X 0 0 0 JULIE REAGAN PRESIDENT/CE 40.00 0.00 X 108500 0 0 108500 1 false false false 2306019 63223 2306019 ADMINISTRATIVE FEES 900099 720200 720200 720200 1785427 1785427 4721890 4619053 102837 102837 102837 OTHER INCOME 900099 12441 12441 12441 4926924 823037 1797868 845631 845631 292194 292194 108500 16275 37975 54250 329148 180074 131356 17718 12536 5624 4850 2062 33779 15155 13069 5555 11825 11825 68261 68261 77845 77845 23795 23795 29771 4546 10754 14471 45082 45082 28170 9296 9578 9296 9843 9843 21796 21796 8699 8699 9403 9403 ADMINISTRATIVE FEES 708374 708374 PROGRAM EXPENSES 29389 29389 SCHOLARSHIP ADMIN 12795 12795 ANNUAL REPORT 11314 11314 2099 2099 2720249 1410979 1184761 124509 561933 1428913 16498 65879 11435 28810 123377 104105 27971 19272 33027348 36303290 565 66265 33645750 37912429 17363 15418 378228 415124 662702 800232 1058293 1230774 X 644967 775080 31942490 35906575 32587457 36681655 33645750 37912429 X 2206675 1917430 -29907 X false true X true false X 2413100 1375091 529588 637862 2306019 7261660 2413100 1375091 529588 637862 2306019 7261660 2272058 4989602 680160 1053151 1214350 1307695 1785427 6040783 2080 500 3045 9606 12441 27672 13330115 2674749 0.37430 0.44590 X PART II, LINE 10 OTHER INCOME 15,231 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 1 103092 59693 102390 50180 2706361 23449 true true 32323909 1349524 3668017 1014116 729495 35597839 28905982 477140 4463363 1050488 472088 32323909 34746826 124338 -4391815 1103009 470358 28905982 31285742 1265765 3633390 934073 503998 34746826 28314300 1701084 2433353 700425 462570 31285742 0.78730 0.21270 false false 123377 104105 19272 19272 AGENCY FUNDS 734353 RIGHT OF USE LIABILITY 65879 800232 X 6703274 1917430 58242 1975672 4727602 77845 121477 199322 4926924 2609076 2609076 77845 33328 111173 2720249 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS AND SCHOLARSHIPS FOR 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 FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2021, 2022, AND 2023 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 CSV OF LIFE INSURANCE POLICIES 16,010 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 42,232 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 121,477 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 33,328 true ADVANCE FOOD DISTRIBUTION PO BOX 4 ADVANCE IN 46102 352080399 501C3 13000 OPERATING SUPPORT BEN'S RANCH FOUNDATION INC PO BOX 3952 CARMEL IN 46082 473828665 501C3 10000 YOUTH DEVELOPMENT BLACK BOX THEATER COMPANY INC 392 MT ZION RD LEBANON IN 46052 473275171 501C3 6000 OPERATING SUPPORT BOONE COUNTY 4-H CLUB INC 1300 EAST 100 SOUTH LEBANON IN 46052 351068869 501C3 19351 ANNUAL DISTRIBUTION BOONE COUNTY ECONOMIC DEVELOPMENT CORP 2030 INDIANAPOLIS AVENUE LEBANON IN 460522210 351768561 501C6 7500 CHILDCARE BOONE COUNTY MENTORING PARTNERSHIP PO BOX 215 LEBANON IN 46052 475012451 501C3 22140 OPERATING SUPPORT BOONE COUNTY SENIOR SERVICES 515 CROWN POINT DR LEBANON IN 46052 351445498 501C3 46554 OPERATING SUPPORT BOYS AND GIRLS CLUB OF BOONE COUNTY 1575 MULBERRY STREET ZIONSVILLE IN 46077 351750659 501C3 18359 OPERATING SUPPORT DOWN SYNDROME INDIANA 615 N ALABAMA ST STE 219 INDIANAPOLIS IN 462041432 800732286 501C3 12590 OPERATING SUPPORT GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 10000 MOBILE PANTRY PROGAM HABITAT FOR HUMANITY OF BOONE COUNT PO BOX 5015 ZIONSVILLE IN 46077 351620989 501C3 11000 COMMUNITY BUILD HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT 347 S 8TH ST STE A NOBLESVILLE IN 46060 320080849 501C3 6500 OPERATING SUPPORT HARMONY IN HORSES 8847 N 800 E SHERIDAN IN 46069 883682149 501C3 25000 OPERATING SUPPORT HUSSEY-MAYFIELD MEMORIAL PUBLIC LIBRARY FOUNDATION 250 NORTH FIFTH STREET ZIONSVILLE IN 46077 352089927 501C3 12890 OPERATING SUPPORT ILADD INC 1393 W OAK STREET ZIONSVILLE IN 46077 843667289 501C3 14940 PROGRAM SUPPORT INDIANA DIAPER BANK 2818 E 55TH ST INDIANAPOLIS IN 46220 825289150 501C3 11500 OPERATING SUPPORT INDY HYGIENE HUB PO BOX 3544 CARMEL IN 460823544 472678685 501C3 10000 OPERATING SUPPORT JACKSON TOWNSHIP HISTORICAL SOCIETY INC PO BOX 297 41 W MAIN ST JAMESTOWN IN 46147 352136409 501C3 6382 OPERATING SUPPORT JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC 8395 KEYSTONE CROSSING SUITE 102 INDIANAPOLIS IN 46240 351003695 501C3 10000 PROGRAM SUPPORT LEBANON EDUCATIONAL FOUNDATION 1005 HENDRICKS DR LEBANON IN 46052 351804498 501C3 8976 OPERATING SUPPORT LEBANON ROTARY CLUB PO BOX 42 LEBANON IN 46052 237070192 501C3 6000 OPERATING SUPPORT LYSA 705 MAPLE DRIVE LEBANON IN 46052 352075151 501C3 10000 OPERATING SUPPORT MORE THAN A PHONE 10300 KINCAID DRIVE SUITE 203 FISHERS IN 46037 814267414 501C3 7568 OPERATING SUPPORT PACKING HOPE INC 3049 N 675 W THORNTOWN IN 46071 920700097 501C3 10000 OPERATING SUPPORT PLAY ON ZIONSVILLE PO BOX 5084 ZIONSVILLE IN 46077 813533342 501C3 12154 OPERATING SUPPORT RACHELS FIRST WEEK PO BOX 556 ZIONSVILLE IN 46077 832503814 501C3 10000 PROGRAM SUPPORT SAGAMORE STUDENT LEADERSHIP INITIATIVE INC PO BOX 34558 INDIANAPOLIS IN 462340558 270539002 501C3 38176 ANNUAL DISTRIBUTION SERVANTS AT WORK INC 8427 ZIONSVILLE RD INDIANAPOLIS IN 46268 453825509 501C3 10000 OPERATING SUPPORT SHALOM HOUSE PO BOX 135 LEBANON IN 46052 800838316 501C3 11606 OPERATING SUPPORT ST VINCENT DE PAUL FIVE LOAVES AND TWO FISHES FOOD PANTRY 319 EAST SOUTH STREET LEBANON IN 46052 352302722 501C3 11000 OPERATING SUPPORT SUGAR CREEK ART CENTER 127 S PEARL ST THORNTOWN IN 46071 204426463 501C3 10000 OPERATING SUPPORT SUGAR CREEK HISTORICAL SOCIETY 124 W MAIN STREET THORNTOWN IN 46071 351358520 501C3 11000 BARN RESTORATION SYLVIA'S CHILD ADVOCACY CENTER 218 E WASHINGTON ST LEBANON IN 46052 371607071 501C3 19950 PROGRAMS/OPERATING THE CABIN COUNSELING AND RESOURCE CENTER 220 S ELM STREET ZIONSVILLE IN 46077 271134733 501C3 10500 OPERATING SUPPORT THE COMMUNITY FELLOWSHIP INC PO BOX 173 JAMESTOWN IN 461470173 061668998 11774 SOCCER LEAGUE GRANT TOWN OF JAMESTOWN 421 E MAIN ST JAMESTOWN IN 46147 356001343 GOV 45000 ENHANCEMENT PROJECT WESTERN BOONE COMMUNITY SCHOOL CORP 1201 N SR 75 THORNTOWN IN 46071 351096251 GOV 7279 PROGRAM SUPPORT WESTERN BOONE EDUCATION FOUNDATION 1201 N SR 75 THORNTOWN IN 46071 351096251 501C3 20368 ANNUAL DISTRIBUTION ZIONSVILLE CENTER FOR ART HISTORY AND GENEOLOGY INC 225 WEST HAWTHORNE ST ZIONSVILLE IN 46077 264289567 501C3 33567 OPERATING SUPPORT ZIONSVILLE EDUCATION FOUNDATION 900 MULBERRY ST ZIONSVILLE IN 46077 300024279 501C3 34845 ANNUAL DISTRIBUTION ZIONSVILLE LIONS PARK INC PO BOX 252 ZIONSVILLE IN 46077 351810782 501C3 10539 OPERATING SUPPORT ZIONSVILLE PARKS FOUNDATION 49 BOONE VILLAGE SUITE 185 ZIONSVILLE IN 46077 852902312 501C3 7625 HEALTHY ECOSYSTEMS 41 2 SCHOLARSHIPS 130 292194 SCHEDULE I, PAGE 1, PART I, LINE 2 WHEN CFBC MAKES A GRANT, WE VERIFY THE GRANTEE ORGANIZATION'S CHARITABLE STATUS AND THAT THE GRANTEE IS COMPLIANT WITH ALL CONDITIONS AND GRANT REPORTING REQUIREMENTS OF PREVIOUS GRANTS. A GRANT LETTER ACCOMPANIES EACH GRANT PAYMENT THAT INCLUDES THE GRANT PURPOSE AND REPORTING REQUIREMENTS, AND COMPETITIVE GRANTS ALSO REQUIRE A SIGNED GRANT AGREEMENT. THE PAYMENT LETTER ALSO STATES THAT THE GRANT FUNDS MUST BE USED SOLELY FOR THE STATED, CHARITABLE PURPOSE(S) AND THAT ANY PORTION OF THE GRANT NOT USED FOR THAT PURPOSE MUST BE REPAID TO THE FOUNDATION UNLESS AN AMENDED GRANT PURPOSE IS AUTHORIZED BY THE FOUNDATION IN WRITING. X 1 63223 AVE HIGH/LOW DATE OF GIFT false true false FORM 990, PAGE 6, PART VI, LINE 11B FOLLOWING A DETAILED REVIEW BY THE CEO AND CONTROLLER, THE FORM 990 WILL BE DISTRIBUTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C IF A FOUNDATION EMPLOYEE, BOARD OR COMMITTEE MEMBER IS INVOLVED IN A DISCUSSION REGARDING A NONPROFIT OR BUSINESS ENTITY WITH WHICH HE OR SHE HAS AN AFFILIATION, HE OR SHE SHOULD: MAKE A STATEMENT OF DISCLOSURE OF THE AFFILIATION, BE AVAILABLE FOR DISCUSSION OF THE ORGANIZATION, AND RECUSE HIMSELF OR HERSELF FROM ANY VOTE REGARDING THE ORGANIZATION. CONFLICT OF INTEREST DISCLOSURE FORMS ARE FILLED OUT ANNUALLY BY ALL EMPLOYEES, BOARD MEMBERS AND COMMITTEE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS NO COMPENSATION PAID TO THE DIRECTORS AND OFFICERS OF THE COMMUNITY FOUNDATION OF BOONE COUNTY; ALL OF THEM ARE INDEPENDENT VOLUNTEERS. THE COMPENSATION FOR THE PAID STAFF, INCLUDING THE PRESIDENT/CEO, IS REVIEWED BY THE PERSONNEL SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE (UTILIZES BENCHMARKING DATA FROM OTHER COMMUNITY FOUNDATIONS AND CHARITABLE ORGANIZATIONS). A RECOMMENDATION IS THEN MADE TO THE EXECUTIVE COMMITTEE WHICH CONDUCTS A FURTHER REVIEW AND ANALYSIS OF THE PROPOSED COMPENSATION AND BENEFITS BEFORE MAKING A RECOMMENDATION TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION OF BOONE COUNTY, 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 ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990 IS ALSO AVAILABLE IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CSV OF LIFE INSURANCE POLICIES 16,010 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 42,232 AGENCY FUND REVENUE -121,477 AGENCY FUND EXPENSES 33,328 TOTAL -29,907