2025-04-17T12:20:04-05:00 2024-12-31 371122831 STRIEGEL KNOBLOCH & COMPANY LLC 115 W JEFFERSON ST SUITE 200 BLOOMINGTON IL 61701 990 2024-01-01 364299824 COMMUNITY FOUNDATION OF GRUNDY COUNTY COMM 8159410852 520 W ILLINOIS AVE MORRIS IL 60450 STEPHEN KEZERLE PRESIDENT 8159410852 2025-04-17 1 1 STEPHEN H ARENDT PARTNER P01362067 3098294303 2025-04-17 2024 2025-03-06 01:10:19Z STEPHEN KEZERLE 520 W ILLINOIS AVE MORRIS IL 60450 5454415 0 X WWW.CFGRUNDYCOUNTY.COM X 1999 IL PROVIDE A VISION FOR GRUNDY COUNTY AND THE SURROUNDING AREA IN ORDER TO PRESERVE AND ENHANCE OUR QUALITY OF LIFE. THE FOUNDATION WILL DO THIS BY:-PROVIDING "LEADERSHIP" TO IDENTIFY IMPORANT NEEDS, CONCERNS, AND OPPORTUNITIES;-USING OUR "GRANTMAKING" TO RESPOND TO THOSE NEEDS AND AFFECT CHANGE;-"PARTNERING" WITH LOCAL NOT-FOR-PROFIT ORGANIZATIONS TO STRENGTHEN THEIR ABILITIES TO SERVE OUR CITIZENS; AND-PARTNERING WITH DONORS TO "RECEIVE AND MANAGE FUNDS" THAT WILL SUPPORT THE COMMUNITY FOR GENERATIONS TO COME. 11 11 3 0 0 0 866493 4855416 0 0 430666 491513 35723 70204 1332882 5417133 966824 1144883 0 0 209187 233681 0 0 12212 196838 206189 1372849 1584753 -39967 3832380 16449586 22042937 4154 2812497 16445432 19230440 X PROVIDE A VISION FOR GRUNDY COUNTY AND THE SURROUNDING AREA IN ORDER TO PRESERVE AND ENHANCE OUR QUALITY OF LIFE. THE FOUNDATION WILL DO THIS BY:-PROVIDING "LEADERSHIP" TO IDENTIFY IMPORANT NEEDS, CONCERNS, AND OPPORTUNITIES;-USING OUR "GRANTMAKING" TO RESPOND TO THOSE NEEDS AND AFFECT CHANGE;-"PARTNERING" WITH LOCAL NOT-FOR-PROFIT ORGANIZATIONS TO STRENGTHEN THEIR ABILITIES TO SERVE OUR CITIZENS; AND-PARTNERING WITH DONORS TO "RECEIVE AND MANAGE FUNDS" THAT WILL SUPPORT THE COMMUNITY FOR GENERATIONS TO COME. 0 0 1264037 1144883 565 GRANTS AND PROGRAMS FOR COMMUNITY RECREATION, CULTURAL, AND SOCIAL PROGRAMS FOR OTHER NOT-FOR-PROFITS, AS WELL AS SCHOLARSHIPS. 1264037 1 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X JULIANNE BUCK 8159410852 520 W ILLINOIS AVENUE MORRIS IL 60450 MELANIE ELIAS TRUSTEE 1.00 X 0 0 0 JEFF HANLEY TRUSTEE 1.00 X 0 0 0 ROBERT MARSAGLIA VICE PRESIDENT 2.00 X X 0 0 0 PATRICK HALLORAN TRUSTEE 1.00 X 0 0 0 CRAIG WILLIAMSON TRUSTEE 1.00 X 0 0 0 RYAN HANSEN TRUSTEE 1.00 X 0 0 0 STEPHEN KEZERLE PRESIDENT 2.00 X X 0 0 0 CATHY MACCHIETTO SECRETARY/TREAS 2.00 X X 0 0 0 MICHAEL MATTINGLY TRUSTEE 1.00 X 0 0 0 BENJAMIN SISK TRUSTEE 1.00 X 0 0 0 CHRIS HARTY TRUSTEE 1.00 X 0 0 0 JULIANNE BUCK EXECUTIVE DIR. 40.00 X 116102 0 5903 116102 0 5903 1 0 0 0 0 4855416 4855416 491513 491513 106921 37282 69639 69639 69639 MISCELLANEOUS REVENUE 900099 565 565 565 5417133 565 0 561152 1144883 1144883 118052 35416 76734 5902 89520 54709 34811 10379 4506 5578 295 15730 6850 8436 444 8000 8000 74466 74466 16261 16261 88 26 44 18 13735 13735 10215 5108 5107 3833 767 2683 383 12165 3650 6082 2433 11706 11706 12643 6322 6321 3599 1800 1799 REPAIRS & MAINTENANCE 15205 15205 PRINTING & POSTAGE 13685 10948 2737 DUES AND SUBSCRIPTIONS 10588 10588 1584753 1264037 308504 12212 546701 448139 178332 100000 2241918 97435 1760117 2144483 13964436 19350315 16449586 22042937 4154 3208 363420 0 2445869 4154 2812497 X 16445432 19230440 16445432 19230440 16449586 22042937 3832380 803134 -1850506 0 X X 0 1 X 1 0 X 218212 110755 3466543 866493 4855416 9517419 218212 110755 3466543 866493 4855416 9517419 9517419 256467 453755 470916 430666 491513 2103317 67877 41468 70287 35723 70204 285559 11906295 2300 0.79940 0.78210 X 36 4443826 4959855 4631360 1 1 11974004 376412 986786 800940 -1802204 14338466 10403310 107998 1461549 453879 148925 -603951 11974004 12061876 1691371 -1459516 515995 181207 1193219 10403310 11252869 6200 1308029 173133 193687 138402 12061876 10670137 6000 965105 93787 163050 131536 11252869 1.00000 0 0 1594701 1594701 612172 62390 549782 30949 30949 0 4096 4096 0 2144483 AGENCY FUNDS 2445869 2445869 X PART V, LINE 4: THE BOARD-DESIGNATED LEGACY ENDOWMENT IS INTENDED TO FUND FUTURE OPERATIONS OF THE FOUNDATION. THE COMMUNITY WORKS ENDOWMENT IS INTEDED TO FUND FUTURE PROGRAMS BY PROVIDING GRANTS FOR PROJECTS THAT IMPACT EARLY CHILDHOOD CARE & EDUCATION, WORKFORCE DEVELOPMENT, AND LAND USE & PROTECTION IN GRUNDY COUNTY. REMAINING ENDOWMENT FUNDS WERE SET UP BY DONORS TO BENEFIT SPECIFIC AGENCIES AND ORGANIZATIONS IN FUTURE YEARS. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TAX YEARS PRIOR TO 2021 ARE CLOSED. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET FARM REVENUE PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 0 AURORA UNIVERSITY 347 S GLADSTONE AVE AURORA IL 60506 10000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY CASA OF RIVER VALLEY INC 3200 W MCDONOUGH ST JOLIET IL 60431 5800 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE 12655 SW BEAVERDAN RD WEST BEAVERTON OR 97005 501(C)(3) 55530 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY CUP OF COLD WATER MINISTRIES PO BOX 318 NEWARK IL 60541 501(C)(3) 12600 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY GREATER JOLIET AREA YMCA 749 HOUBOLT RD JOLIET IL 60431 501(C)(3) 10000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY GRUNDY COUNTY HEALTH DEPARTMENT 1320 UNION ST MORRIS IL 60450 9700 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY ILLINOIS VALLEY INDUSTRIES 1033 3RD AVE MORRIS IL 60450 7711 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MENTAL HEALTH MATTERS FUND 1214 RANCHWOOD DR SHOREWOOD IL 60404 501(C)(3) 36000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MINOOKA COMMUNITY HIGH SCHOOL 26655 W EAMES ST CHANNAHON IL 60410 28000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MORRIS AREA PUBLIC LIBRARY 604 LIBERTY ST MORRIS IL 60450 12558 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MORRIS COMMUNITY YMCA 320 WAUPONSEE MORRIS IL 60450 362169197 501(C)(3) 68637 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MORRIS HOSPITAL AUXILIARY & FOUNDATION 150 W HIGH ST MORRIS IL 60450 501(C)(3) 11698 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY OUR SAVIOR'S LUTHERAN CHURCH 300 E UNION ST SENECA IL 61360 501(C)(3) 10000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN 620 E JOHN ST CHAMPAIGN IL 61820 23386 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY WE CARE OF GC 530 BEDFORD RD MORRIS IL 60450 501(C)(3) 14250 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY CHESTNUT HEALTH SYSTEMS 1003 MARTIN LUTHER KING DR BLOOMINGTON IL 61701 370964629 30000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY COMMUNITY NUTRITION NETWORK 1700 NEWTON DR MORRIS IL 60450 364394010 23500 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY GRUNDY AREA PADS 1409 DIVISION ST MORRIS IL 60450 050616949 8650 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY GRUNDY EUNOIA WELLNESS CENTER 606 DEPOT ST MAZON IL 60444 991668329 8000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY GUARDIAN ANGEL COMMUNITY SERVICES 168 N OTTAWA ST JOLIET IL 60432 362170860 23000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY JOLIET CATHOLIC ACADEMY 1200 N LARKIN AVE JOLIET IL 60435 363703331 50000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY K9S FOR VETERANS NFP 2312 OLDE MILL ROAD PLAINFIELD IL 60586 811450763 12000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY KENDALL-GRUNDY ROE-PAASSS 1320 UNION ST MORRIS IL 60450 362680628 5719 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY LEWIS UNIVERSITY ONE UNIVERSITY PARKWAY ROMEOVILLE IL 60446 362167773 10000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MEALS ON WHEELS FOUNDATION OF NORTHERN IL 7222 W CERMAK SUITE 302 NORTH RIVERSIDE IL 60546 364461669 5719 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MINOOKA CCSD 201 305 W CHURCH ST MINOOKA IL 60447 366004585 40411 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY MORRIS COMMUNITY HIGH SCHOOL DISTRICT 101 1000 UNION ST MORRIS IL 60450 811467851 13500 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY NEW HOPE PRESBYTERIAN CHURCH 80 N GARFIELD ST COAL CITY IL 60416 592905083 9948 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY SAMFORD UNIVERSITY 800 LAKESHORE DRIVE BIRMINGHAM AL 35229 630312914 10000 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY ST PATRICKS CATHOLIC CHURCH 176 W UNION ST SENECA IL 61360 362196436 155033 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY VILLAGE OF SENECA 340 N CASH STREET SENECA IL 61360 366005839 22408 0 GENERAL WELL BEING OF THE LOCAL COMMUNITY FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FOUNDATION'S AUDIT REPORT AND FORM 990 ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOURD OF DIRECTORS, BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR AFTER THE FOUNDATION'S ANNUAL MEETING, AT WHICH THE BOARD OF DIRECTORS ELECTS AND RE-ELECTS MEMBERS, CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE DISTRIBUTED AND SIGNED BY BOARD MEMBERS. THE STATEMENTS ARE THEN KEPT ON FILE IN THE FOUNDATION'S OFFICE. FORM 990, PART VI, SECTION B, LINE 15A BEFORE THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW, THE EXECUTIVE COMMITTEE OF THE BOARD MEETS TO REVIEW THE SALARIES OF COMPARABLE CEO'S IN THE AREA, AS WELL AS TO REVIEW AN ANNUAL CEO COMPENSATION SURVEY PRODUCED BY THE COUNCIL ON FOUNDATIONS. THESE REVIEWS ARE USED AS GUIDANCE TO DETERMINE THE SALARY FOR THE EXECUTIVE DIRECTOR FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 IN 2014, THE COUNCIL ON FOUNDATIONS CONFIRMED THAT THE MORRIS COMMUNITY FOUNDATION HAS MET THE REQUIREMENTS FOR THE COUNCIL'S NATIONAL STANDARDS AND HAS PERMISSION TO USE THE PHRASE "CONFIRMED IN COMPLIANCE WITH THE COUNCIL ON FOUNDATION'S NATIONAL STANDARDS" IN ITS MARKETING MATERIALS. IN ORDER TO BE CONFIRMED AS "IN COMPLIANCE" THE MORRIS COMMUNITY FOUNDATION ADOPTED, IMPLEMENTED, AND PROVED EXISTENCE OF A VARIETY OF POLICIES, PROCEDURES, DOCUMENTS, AND ACTIONS TO ASSURE THAT THE FOUNDATION OPERATES IN A TRANSPARENT, PUBLIC, CHARITABLE, AND IMPARTIAL MANNER. DOCUMENTS, POLICIES, PROCEDURES, AND PROOF OF ACTIONS THAT WERE SUBMITTED TO THE COUNCIL ON FOUNDATIONS FOR NATIONAL STANDARDS COMPLIANCE INCLUDE, BUT ARE NOT LIMITED TO: -BYLAWS -ARTICLES OF INCORPORATION -PUBLIC POLICY ON AVAILABILITY OF 990, AUDIT, AND OTHER DOCUMENTS -NOMINATION PROCESS FOR BOARD OF DIRECTORS -GOVERNING BOARD AFFILIATIONS AND DIVERSITY -MISSION STATEMENT -ANNUAL BUDGET, FORM 990, AUDIT REPORT, AND ANNUAL REPORT -CONFLICT OF INTEREST POLICY, BOARD SIGNATURE SHEETS, AND DISCLOSURE -CORPORATE MINUTES -POLICIES *INVESTMENT POLICY *CONFLICT OF INTEREST POLICY, INCLUDING DISCLOSURE FORMS AND BOARD SIGNATURES *GIFT ACCEPTANCE POLICY *CONFIDENTIALITY POLICY *DUE DILIGENCE POLICY -INVESTMENT PERFORMANCE REVIEW -CEO JOB DESCRIPTION AND PERFORMANCE REVIEW -MARKETING MATERIALS -DISCLOSURE DOCUMENTS -SAMPLE FUND AGREEMENTS, INCLUDING SAMPLE DONOR-ADVISED FUNDS AGREEMENTS -GIFT ACKNOWLEDGEMENT PROCEDURE AND SAMPLE LETTER -POLICY TO ASSURE THAT DONOR INTENT IS MET -EVIDENCE OF FUND STATEMENTS -LIST OF FUNDS -GRANT GUIDELINES AND PROOF OF DISSEMINATION -LIST OF RECENT GRANTS -PROOF OF DONOR EDUCATION -PROOF OF DONOR PARTICIPATION -LIST OF COMMUNITY ISSUES AND ACTIONS UNDERTAKEN BY THE FOUNDATION FORM 990, PART XII, LINE 2C: THE AUDIT/FINANCE COMMITTEE MEETS WITH THE AUDITOR TO REVIEW THE AUDITED FINANCIAL STATEMENTS PRIOR TO ISSUANCE.