2025-11-10T11:55:41-06:00 2024-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2024-01-01 351406033 WAYNE COUNTY INDIANA FOUNDATION INC WAYN 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 REBECCA GILLIAM EXECUTIVE DIRECTOR 7659621638 2025-11-07 1 1 DUSTIN VINCENT CPA P02410436 7659660531 2025-11-07 2024 2025-03-06 01:10:19Z REBECCA GILLIAM 33 SOUTH 7TH STREET RICHMOND IN 47374 18781136 0 X WWW.WAYNECOUNTYFOUNDATION.ORG X 1978 IN THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS. 13 13 8 44 28454 0 4517891 6422968 863377 667023 2189429 4434374 604071 93195 8174768 11617560 2371699 3335519 0 0 564210 605506 0 0 167493 1438539 1427034 4374448 5368059 3800320 6249501 65996640 76818432 519531 1565509 65477109 75252923 TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. 0 0 2798645 2798645 505592 GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 394 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. 536874 536874 191555 SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 145 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. 439906 COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES. 3775425 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN CA X X X REBECCA S GILLIAM 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 RAY ONTKO MEMBER 1.00 X 0 0 0 BRENDA MCLANE BOARD CHAIR 1.00 X X 0 0 0 KATHY GIRTEN PAST CHAIR 1.00 X X 0 0 0 AVIS STEWART VICE CHAIR 1.00 X X 0 0 0 ROB HOUSEMAN MEMBER 1.00 X 0 0 0 JODIE SCHEIBEN MEMBER 1.00 X 0 0 0 DICK SMITH TREASURER 1.00 X X 0 0 0 BRETT GUILEY MEMBER 1.00 X 0 0 0 RON HOLBROOK MEMBER 1.00 X 0 0 0 CHERI JETMORE AT-LARGE 1.00 X X 0 0 0 PAUL WITTE SECRETARY 1.00 X X 0 0 0 CRAIG KINYON MEMBER 1.00 X 0 0 0 MICHELLE MALOTT MEMBER 1.00 X 0 0 0 AMY WALTZ FINANCE OFFICER 40.00 X 66351 0 21304 REBECCA GILLIAM EXECUTIVE DIRECTOR 40.00 X 130600 0 17228 196951 0 38532 1 0 0 0 0 37893 6385075 836319 6422968 ADMINISTRATIVE FEES 900099 667023 667023 667023 2624471 2624471 29740 0 29740 29740 29740 8944395 7134492 1809903 1809903 1809903 33961 37893 29084 4877 4877 MISCELLANEOUS 900099 30124 30124 INCOME FROM PARTNERSHIP INVESTMEN 900099 28454 28454 58578 11617560 697147 28454 4468991 2798645 2798645 536874 536874 235482 44348 132003 59131 273291 179688 72513 21090 7162 4285 2521 356 52806 34290 17380 1136 36765 17112 13920 5733 1000 1000 22608 22608 20200 9402 7648 3150 2737 524 2213 25287 11770 9574 3943 7277 3387 2755 1135 UBI TAX 134556 134556 FOUNDATION MANAGEMENT F 666507 666507 TRUSTEE FEES 288804 288804 OTHER EXPENSES 171674 0 140350 31324 86384 544 45345 40495 5368059 3775425 1425141 167493 2166260 4127999 128595 0 56090 64039 958692 551326 411412 407366 60167288 68515398 3066995 3352330 0 351300 65996640 76818432 8937 3603 326875 320050 1000000 183719 241856 519531 1565509 X 63913811 73693871 1563298 1559052 65477109 75252923 65996640 76818432 X 6249501 3341940 184373 X X 0 1 X 1 0 X 4253664 4628499 2836948 2439986 6422968 20582065 4253664 4628499 2836948 2439986 6422968 20582065 6549178 14032887 1211461 2907074 1688818 1413958 2654211 9875522 44079 181012 244158 510387 -12920 966716 564938 716758 671125 863377 667023 3483221 34907524 0.40200 0.39080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64 314 2683953 846187 1636792 1162683 11785393 28703337 1 1 51826856 1469991 6242481 1280049 121547 652981 57484751 46471878 544774 7024528 1544226 9485 660613 51826856 56216413 1166877 -8920552 1312732 63156 614972 46471878 53641697 2153618 6064162 4988643 -15110 669531 56216413 45535888 2683612 7239279 1231803 59067 526212 53641697 0.97710 0.01730 0.00560 0 0 20000 20000 840282 477868 362414 98410 73458 24952 407366 LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS 241856 241856 X 14492970 3341940 -26817 3315123 11177847 439713 439713 11617560 4953143 0 4953143 414916 414916 5368059 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -26,817. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 179,989. TRUSTEE FEES 288,804. FUNDRAISING EXPENSE NETTED AGAINST REVENUE -29,084. ROUNDING 4. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 155,196. ROUNDING TRUSTEE FEES 288,804. FUNDRAISING EXPENSES NETTED AGAINST 990 -29,084. BLOOM & GLOW 51538 37893 13645 15361 WOMENS LUNCHEON 20316 20316 13723 71854 37893 33961 29084 29084 4877 1 A BETTER WAY SERVICES INC 307 E CHARLES ST MUNCIE IN 47308 350868081 501C3 21968 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS ACHIEVA RESOURCES CORPORATION INC 800 MENDLESON DR PO BOX 1252 RICHMOND IN 47375 351005528 501C3 6046 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS ALZHEIMER'S ASSOCIATION 50 E 91ST ST STE 100 INDIANAPOLIS IN 46240 133039601 501C3 10000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS AMIGOS THE RICHMOND LATINO CENTER 801 NATIONAL RD W DRAWER 17 RICHMOND IN 47374 800636080 501C3 6500 0 DISTRIBUTION FROM DONOR ADVISED FUNDS ANIMAL CARE ALLIANCE 1353 ABINGTON PIKE RICHMOND IN 47374 452701554 501C3 11000 0 2024 GRANT CYCLE BETHANY THEOLOGICAL SEMINARY 615 NATIONAL RD W RICHMOND IN 47374 352092595 SCHOOL 25250 0 DISTRIBUTION FROM DONOR ADVISED FUNDS BIRTH-TO-FIVE INC 498 NORTHWEST 18TH ST PO BOX 1815 RICHMOND IN 47375 351843800 501C3 29425 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS BLACK LEGACY PROJECT OF WAYNE COUNTY INDIANA INC 1801 S G ST RICHMOND IN 47374 921015721 501C3 6000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS BOYS AND GIRLS CLUBS OF WAYNE COUNTY 1717 SOUTH L STREET RICHMOND IN 47374 351065715 501C3 68865 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS BRIDGES FOR LIFE 100 N 10TH STREET RICHMOND IN 47374 832841893 501C3 9600 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS BRIGHTER PATH INC 2778 NORTH TREATY LINE ROAD CAMBRIDGE CITY IN 47327 821137277 501C3 20750 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS CENTERVILLE-ABINGTON COMMUNITY SCHOOLS 115 W SOUTH ST CENTERVILLE IN 47330 356006868 GOVERNMENT 13104 0 2024 GRANT CYCLE CENTRAL UNITED METHODIST CHURCH 1425 EAST MAIN STREET RICHMOND IN 47374 350873337 CHURCH 32997 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS CHRIST PRESBYTERIAN CHURCH 350 HENLEY RD S RICHMOND IN 47374 581661872 CHURCH 42000 0 DISTRIBUTION FROM DONOR ADVISED FUNDS CIRCLE U HELP CENTER PO BOX 491 RICHMOND IN 47375 351611125 501C3 28453 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS CITY OF RICHMOND HOUSING AUTHORITY 58 S 15TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 17077 0 DISTRIBUTION FROM FUND CLARK ART INSTITUTE 225 SOUTH SREET WILLIAMSTOWN MA 01267 042163004 501C3 30000 0 DISTRIBUTION FROM FUND COMMUNITIES IN SCHOOLS OF WAYNE COUNTY 1425 EAST MAIN STREET RICHMOND IN 47374 352132872 501C3 29999 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS COMMUNITY FOOD PANTRY PO BOX 1345 RICHMOND IN 47375 351805444 501C3 14630 0 DISTRIBUTION FROM DONOR ADVISED FUNDS COPE ENVIRONMENTAL CENTER 1730 AIRPORT ROAD CENTERVILLE IN 47330 351856406 501C3 96020 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS DUBLIN COMMUNITY CLUB PO BOX 313 DUBLIN IN 47335 351879942 501C3 10000 0 2024 GRANT CYCLE EARLHAM COLLEGE 801 NATIONAL ROAD WEST DRAWER 193 RICHMOND IN 47374 350868073 SCHOOL 137000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS EVERY CHILD CAN READ 855 N 12TH STREET RICHMOND IN 47374 264389859 501C3 48277 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS FIRST ENGLISH LUTHERAN CHURCH 2727 NATIONAL ROAD EAST RICHMOND IN 47374 356000831 CHURCH 14000 0 DONOR ADVISED GRANTS FOUNTAIN CITY FORWARD 989 W FOUNTAIN CITY PIKE FOUNTAIN CITY IN 47341 933841526 501C3 15000 0 2024 GRANT CYCLE FRIENDS OF MORRISSON-REEVES LIBRARY 80 N 6TH ST RICHMOND IN 47374 351872963 501C3 5200 0 DONOR ADVISED GRANTS GIRL SCOUTS OF CENTRAL INDIANA 7201 GIRL SCOUT LN INDIANAPOLIS IN 46214 350876381 501C3 5330 0 2024 GRANT CYCLE GIRLS INC OF WAYNE COUNTY 1407 S 8TH STREET RICHMOND IN 47374 237188644 501C3 36973 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS GLEANERS FOOD BANK OF INDIANA INC 3737 WALDERMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 15748 0 2024 GRANT CYCLE GOLAY COMMUNITY CENTER INC 1007 E MAIN STREET CAMBRIDGE CITY IN 47327 351518699 501C3 13873 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS GOOD NEWS HABITAT FOR HUMANITY 1114 S F ST RICHMOND IN 47374 351803693 501C3 21000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS HAND-IN-HAND ADULT DAY CARE OF RICHMOND 2727 EAST MAIN STREET RICHMOND IN 47374 351762648 501C3 21039 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS HELP THE ANIMALS 2101 W MAIN ST PO BOX 117 RICHMOND IN 47375 351772951 501C3 32626 0 2024 GRANT CYCLE AND ANNUAL GRANT DISTRIBUTIONS INDIANA UNIVERSITY EAST 2325 CHESTER BLVD SPRINGWOOD HALL 103 RICHMOND IN 47374 356001673 SCHOOL 26600 0 DONOR ADVISED GRANTS INDIANA UNIVERSITY FOUNDATION 2325 CHESTER BLVD RICHMOND IN 47374 356018940 501C3 8450 0 DONOR ADVISED GRANTS INDIANAPOLIS MUSEUM OF ART 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 350867955 501C3 17000 0 DONOR ADVISED GRANTS INDIANAPOLIS SYMPHONY ORCHESTRA 32 E WASHINGTON ST STE 600 INDIANAPOLIS IN 46204 350998627 501C3 31000 0 DONOR ADVISED GRANTS IU FOUNDATION - IU SCHOOL OF MEDICINE PO BOX 7072 INDIANAPOLIS IN 462077072 356018940 SCHOOL 6781 0 ANNUAL GRANT DISTRIBUTION IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 501C3 47391 0 DONOR ADVISED GRANTS JUNIOR ACHIEVEMENT OF EASTERN INDIANA 2368 VICTORY PKWY STE 301 CINCINNATI OH 45206 320014307 501C3 12500 0 2024 GRANT CYCLE LAKE DEATON UNITED METHODIST CHURCH 6500 WESLEYAN WAY WILDWOOD FL 34785 851347824 CHURCH 7500 0 DONOR ADVISED GRANT LOVE MAKES CENTS INC 1627 E MAIN ST RICHMOND IN 47374 471819140 501C3 20000 0 2024 GRANT CYCLE MAIN STREET CENTERVILLE INC PO BOX 362 CENTERVILLE IN 47330 823548955 501C3 11977 0 2024 GRANT CYCLE MAIN STREET RICHMOND 814 E MAIN ST RICHMOND IN 47374 311210665 501C3 5498 0 DONOR ADVISED GRANT MORRISSON-REEVES LIBRARY 80 NORTH 6TH STREET RICHMOND IN 47374 356001895 LIBRARY 38975 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS MT OLIVE MISSIONARY BAPTIST CHURCH 1108 N H ST RICHMOND IN 47374 351774267 CHURCH 7000 0 DONOR ADVISED GRANT NAPLES BOTANICAL GARDEN INC 4820 BAYSHORE DR NAPLES FL 34112 650511429 501C3 15000 0 DONOR ADVISED GRANT NEIGHBORHOOD HEALTH CENTER 101 S 10TH ST RICHMOND IN 47374 821816047 501C3 16000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS NETTLE CREEK SCHOOL CORPORATION 297 E NORTHMARKET STREET HAGERSTOWN IN 47346 351073322 SCHOOL 9681 0 ANNUAL GRANT DISTRIBUTIONS NEW TESTAMENT CHURCH OF CHRIST 752 W MAIN ST HAGERSTOWN IN 47346 351543169 CHURCH 15000 0 2024 GRANT CYCLE NORTHEASTERN WAYNE SCHOOLS 7299 N US 27 FOUNTAIN CITY IN 47341 351073323 SCHOOL 5256 0 ANNUAL GRANT DISTRIBUTIONS OAK PARK CHURCH 1920 CHESTER BLVD PO BOX 1305 RICHMOND IN 47375 352007732 CHURCH 15660 0 2024 GRANT CYCLE AND ANNUAL DISTRIBUTION GRANT OPEN ARMS MINISTRIES PO BOX 1012 RICHMOND IN 47375 300583053 501C3 8500 0 DONOR ADVISED GRANT REFUGE OF HOPE 1032 E MAIN STREET PO BOX 2400 RICHMOND IN 47375 843389842 501C3 9202 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS REID HEALTH FOUNDATION 1100 REID PKWY RICHMOND IN 47374 350892672 501C3 19592 0 DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTION REID MEMORIAL PRESBYTERIAN CHURCH AND COMMUNITY CITY INC 1004 N A STREET PO BOX 2543 RICHMOND IN 47375 862326562 501C3 9669 0 2024 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47375 356005040 501C3 124752 0 2024 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501C3 55664 0 2024 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT RICHMOND COMMUNITY SCHOOLS 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 351071211 SCHOOL 10686 0 ANNUAL GRANT DISTRIBUTIONS RICHMOND FRIENDS SCHOOL 607 WEST MAIN STREET RICHMOND IN 47374 351267045 SCHOOL 29779 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS RICHMOND HIGH SCHOOL 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 351071211 SCHOOL 19800 0 DONOR ADVISED GRANTS RICHMOND HIGH SCHOOL ALUMNI ASSOCIATION 380 HUB ETCHISON PKWY RICHMOND IN 47374 352028694 501C3 109021 0 ANNUAL GRANT DISTRIBUTIONS RICHMOND NEIGHBORHOOD RESTORATION PO BOX 144 RICHMOND IN 47375 472601341 501C3 117450 0 DONOR ADVISED GRANTS RICHMOND PARKS AND RECREATION 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 125030 0 2024 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT RICHMOND SYMPHONY ORCHESTRA 380 HUB ETCHISON PKWY PO BOX 982 RICHMOND IN 47375 356042479 501C3 222470 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS SAFETY VILLAGE OF WAYNE COUNTY 700 NW 13TH ST PO BOX 295 RICHMOND IN 47375 352122785 501C3 11000 0 2024 GRANT CYCLE AND DONOR ADVISED GRANTS SERVANTS AT WORK PO BOX 68831 INDIANAPOLIS IN 46268 453825509 501C3 14000 0 2024 GRANT CYCLE SETON CATHOLIC SCHOOLS 240 SOUTH 6TH STREET RICHMOND IN 47374 300036396 SCHOOL 153455 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT SHEPHERD'S WAY CHRISTIAN MINISTRIES INC 6512 US HIGHWAY 27 S RICHMOND IN 47375 371431060 501C3 8800 0 2024 GRANT CYCLE ST ELIZABETH ANN SETON CATHOLIC PARISH 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 CHURCH 241178 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT ST PAUL'S EVANGELICAL LUTHERAN CHURCH 121 S 18TH ST RICHMOND IN 47374 350906500 CHURCH 8665 0 ANNUAL GRANT DISTRIBUTIONS STANLEY W HAYES RESEARCH FOUNDATION INC 801 ELKS ROAD RICHMOND IN 47374 351061111 501C3 7000 0 DONOR ADVISED GRANTS THE WINSTON-SALEM FOUNDATION 751 W 4TH STREET STE 200 SALEM NC 27101 566037615 501C3 40000 0 DONOR ADVISED GRANTS UNITED WAY OF WHITEWATER VALLEY 129 SOUTH NINTH STREET RICHMOND IN 47374 351020935 501C3 20006 0 2024 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT WAYNE COUNTY HISTORICAL MUSEUM 1150 NORTH A STREET RICHMOND IN 47374 350899077 501C3 54154 0 2024 GRANT CYCLE, DONOR ADVISED FUND GRANT, AND ANNUAL GRANT DISTRIBUTION WAYNE COUNTY SWCD 823 S ROUND BARD RD STE 1 RICHMOND IN 47374 351067757 501C3 8333 0 2024 GRANT CYCLE AND DONOR ADVISED GRANT WAYNE TOWNSHIP TRUSTEE WAYNE COUNTY 401 E MAIN ST RICHMOND IN 47374 356003949 GOVERNMENT 7750 0 2024 GRANT CYCLE AND DONOR ADVISED GRANT WEST RICHMOND FRIENDS MEETING 609 W MAIN ST RICHMOND IN 47374 351057227 CHURCH 13000 0 DONOR ADVISED GRANT WHITEWATER VALLEY PRO BONO COMMISSION INC 50 NORTH 5TH STREET RICHMOND IN 47374 261455162 501C3 23500 0 2024 GRANT CYCLE AND DONOR ADVISED GRANT ZION'S LUTHERAN CHURCH PO BOX 6 PERSHING IN 47370 351585708 CHURCH 13887 0 ANNUAL GRANT DISTRIBUTION 80 0 SCHOLARSHIPS FOR POST SECONDARY EDUCATION 206 536874 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 3 332919 FAIR MARKET VALUE X 1 152100 FAIR MARKET VALUE X 1 351300 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED OUT TO THE WHOLE BOARD FOR REVIEW. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING OR PROVIDED TO EACH BOARD MEMBER VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. COMPENSATION IS TO BE AT AN APPROPRIATE LEVEL TO ATTRACT AND RETAIN QUALIFIED AND TALENTED PEOPLE, AND IN LINE WITH SIMILAR POSITIONS IN OTHER COMMUNITY FOUNDATIONS, SIMILAR ORGANIZATIONS IN THE AREA, AND COMMUNITY EXPECTATIONS. THE FOUNDATION STAFF AND EXECUTIVE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, ARE DERIVED. IN CONJUNCTION WITH THE ANNUAL MEETING OF THE CORPORATION EACH JANUARY, THE EXECUTIVE DIRECTOR WILL PREPARE A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERFORMANCE GOALS WILL BE SET. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION 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. SEVERAL YEARS OF THE FOUNDATION'S FORM 990 ARE READILY ACCESSIBLE ON THE FOUNDATION'S WEBSITE AS WELL AS WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 211,195. CHANGE IN SPLIT INTEREST AGREEMENTS -26,817. ROUNDING -5. FORM 990,PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT.