2025-03-03T14:39:08-06:00 2024-08-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2023-09-01 352034336 FRANKLIN COUNTY COMMUNITY FOUNDATION INC FRAN 7656476810 527 MAIN STREET BROOKVILLE IN 47012 MICHELLE LUNSFORD EXECUTIVE DIRECTOR 7656476810 2025-02-20 1 1 TRACY A HAINES CPA P00517541 7659660531 2025-02-20 2023 2025-03-06 01:10:19Z MICHELLE LUNSFORD 527 MAIN STREET BROOKVILLE IN 47012 8095067 0 X WWW.FCCFIN.ORG X 1998 IN TO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY. 15 15 2 25 0 0 565170 6856295 0 0 275797 293631 5863 7875 846830 7157801 414190 1121725 0 0 93141 109411 0 0 43982 282314 448423 789645 1679559 57185 5478242 10933884 18893169 31971 8117 10901913 18885052 TO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY. 0 0 1524713 1121725 3075 COMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR FRANKLIN COUNTY STUDENTS. 55 SCHOLARSHIPS TO STUDENTS AND 66 GRANTS TO SCHOOLS, GOVERNMENTAL UNITS AND TAX-EXEMPT ORGANIZATIONS WERE DISTRIBUTED. 1524713 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 IN X X MICHELLE LUNSFORD 7656476810 527 MAIN STREET BROOKVILLE IN 47012 CARRIE GILLMAN BOARD MEMBER 1.00 X 0 0 0 ANDY SHULTZ PAST PRESIDENT 1.00 X X 0 0 0 RHONDA KERR VICE PRESIDENT 1.00 X X 0 0 0 JOHN SEALE TREASURER 1.00 X X 0 0 0 MOLLY BRIER PRESIDENT 1.00 X X 0 0 0 BARB REED BOARD MEMBER 1.00 X 0 0 0 MIKE BENTZ BOARD MEMBER 1.00 X 0 0 0 CARRIE RUPP BOARD MEMBER 1.00 X 0 0 0 JENNY MEIER BOARD MEMBER 1.00 X 0 0 0 TAMMEY ROBBEN BOARD MEMBER 1.00 X 0 0 0 GREG MEHLBAUER BOARD MEMBER 1.00 X 0 0 0 BEVERLY METZ BOARD MEMBER 1.00 X 0 0 0 DEBORAH GROSS SECRETARY 1.00 X X 0 0 0 JEFF FRANKS BOARD MEMBER 1.00 X 0 0 0 BETH KAISER BOARD MEMBER 1.00 X 0 0 0 MICHELLE LUNSFORD EXECUTIVE DIRECTOR 40.00 X 54078 0 0 54078 0 0 0 0 0 0 0 100890 6755405 6856295 358573 358573 4800 0 4800 4800 4800 872324 937266 -64942 -64942 -64942 MISCELLANEOUS 900099 3075 3075 3075 7157801 3075 0 298431 1014894 1014894 106831 106831 63811 28715 12762 22334 36454 18227 18227 9146 4282 2827 2037 32151 32151 67862 67862 900 900 25351 16062 9289 7109 3554 1422 2133 6276 3766 1255 1255 10884 6530 2177 2177 12381 7429 2476 2476 4092 1748 1762 582 COMMUNITY PROJECT EXPEN 140974 140974 CONTRACT PAYROLL- STAYI 75000 75000 MISCELLANEOUS 22575 22575 PASS THRU EXPENSES - ST 21240 21240 21628 7599 12330 1699 1679559 1524713 110864 43982 357051 503999 514821 2544034 201947 533752 10218 28375 367376 207347 171311 160029 9678536 15122980 10933884 18893169 3564 0 28407 8117 31971 8117 X 4160069 7544808 6741844 11340244 10901913 18885052 10933884 18893169 5478242 2504897 0 X X 0 1 X 1 0 X 1392060 1484350 1124841 547209 6856295 11404755 1392060 1484350 1124841 547209 6856295 11404755 3787629 7617126 177870 203449 280422 319293 363374 1344408 1888 5318 4118 5863 3075 20262 12769425 0.59650 0.53440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 39 139869 16894 135367 35760 2452453 1398684 1 1 8543609 5193969 2327993 430947 15634624 7919097 199617 798451 373556 8543609 8464772 406341 -613596 338420 7919097 6556742 263625 1853432 209027 8464772 4805181 714306 -18477 149806 87618 5263586 0.34000 0.12000 0.54000 0 0 10000 10000 312924 171469 141455 44452 35878 8574 160029 X 9577911 2488130 2488130 7089781 68020 68020 7157801 1605667 0 1605667 73892 73892 1679559 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING AND KEEPING PACE WITH INFLATION, IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. 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. THE CURRENT LONG-TERM RETURN OBJECTIVE IS TO RETURN AN ANNUAL AVERAGE OF 3% TO 5%, NET OF INVESTMENT FEES, PLUS THE RATE OF INFLATION. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. 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 AUGUST 31, 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 66,255. FAS 136 FUND ACTIVITY 1,766. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 66,255. FAS 136 FUND ACTIVITY 7,637. ROUNDING 1 FRANKLIN COUNTY ARTS COUNCIL 744 MAIN ST BROOKVILLE IN 47012 351785493 501(C)(3) 0 38830 GENERAL SUPPORT FOR THE ART COUNCIL MAIN STREET BROOKVILLE INC PO BOX 61 BROOKVILLE IN 47012 383720045 501(C)(3) 0 147857 GENERAL SUPPORT; GENERAL PASS THROUGH TOWN OF BROOKVILLE 1020 FRANKLIN AVE BROOKVILLE IN 47012 356000963 MUNICIPALITY 0 14180 SPORTS PLEX, AQUATIC CENTER PASS WHITEWATER CANAL TRAIL PO BOX 126 BROOKVILLE IN 47012 352249462 501(C)(3) 0 52720 GENERAL SUPPORT AND ENDOWMENT FUND GRANT ST MICHAEL SCHOOL 275 HIGH STREET BROOKVILLE IN 47012 530196617 501(C)(3) 0 6492 GENERAL SUPPORT BROOKVILLE VOLUNTEER FIRE DEPT 900 MILL ST BROOKVILLE IN 47012 474167739 501(C)(3) 0 12203 800 MHZ RADIOS MARGARET MARY HEALTH FOUNDATION INC 321 MITCHELL AVE BATESVILLE IN 47006 455039355 501(C)(3) 0 6250 GOLF SPONSOR METAMORA VOLUNTEER FIRE DEPARTMENT PO BOX 2 METAMORA IN 47030 300095630 501(C)(3) 0 14853 800MHZ RADIOS BLOOMING GROVE VOLUNTEER FIRE DEPT 15025 STONE CHURCH RD BROOKVILLE IN 47012 351387008 501(C)(3) 0 10000 NEW TURNOUT GEAR FRANKLIN COUNTY HIGH SCHOOL ATHLETIC DEPT 1033 FRANKLIN AVE BROOKVILLE IN 47012 473378218 501(C)(3) 0 6223 MASCOT FRANKLIN CO HUMANE SOCIETY 107 HIGH ST BROOKVILLE IN 47012 352055640 501(C)(3) 0 5330 GEENEX SOLAR FRANKLIN COUNTY 4-H ASSOCIATION 1010 FRANKLIN AVE BROOKVILLE IN 47012 351600904 501(C)(3) 0 577715 EXPO HALL FRANKLIN COUNTY YOUTH FOOTBALL 950 MILL ST BROOKVILLE IN 47012 351808459 501(C)(3) 0 8000 NEW HELMETS FRIENDS OF FRANKLIN COUNTY ANIMAL SHELTER 5206 RIVER RD BROOKVILLE IN 47012 861699806 501(C)(3) 0 13000 NEW SHELTER ST MICHAEL CHURCH 145 SAINT MICHAEL BLVD BROOKVILLE IN 47012 350867996 501(C)(3) 0 8790 DESIGNATED GRAND DISTRIBUTION 15 0 SCHOLARSHIPS 55 106831 PART I, LINE 2: FOR SCHOLARSHIP'S AWARDED, THE STUDENTS ARE REQUIRED SIGN AND RETURN A STUDENT AGREEMENT FORM TO THE FOUNDATION, WHICH SPECIFIES THE FUND THAT THE SCHOLARSHIP IS TO BE AWARDED FROM AND THE AWARD AMOUNT. THE STUDENT HAS TO ACCEPT OR DECLINE THE AWARD ON THIS FORM. THEY ALSO GIVE THE FOUNDATION AUTHORIZATION TO RELEASE INFORMATION ABOUT THE SCHOLARSHIP TO THEIR SCHOOL AND THE MEDIA. THE STUDENT ALSO PROVIDES THE NAME OF THE COLLEGE OR UNIVERSITY THAT THEY ARE ATTENDING AND THEIR STUDY PLAN AND/OR MAJOR. THE STUDENT IS ALSO REQUIRED TO PRESENT PROOF OF ENROLLMENT FOR THE UPCOMING SEMESTER. AFTER PROOF IS RECEIVED, THE CHECK IS MAILED TO THE SCHOOL. FOR GRANT AWARDS, THE GRANTEES ARE REQUIRED TO FILL OUT AND SEND A TERMS OF GRANT AGREEMENT FORM TO THE FOUNDATION. THIS FORM STATES THE GRANT AMOUNT AND THE PURPOSE OF THE GRANT. THE GRANTEE IS REQUIRED TO VERIFY PROJECT BEGIN DATE AND DATE THE GRANT FUNDS ARE NEEDED. TWO INDIVIDUALS ARE REQUIRED TO SIGN THE FORM. A CHECK AND THE GRANTEE FINAL REPORT FORM IS MAILED TO THE RECIPIENT BASED ON THE DATE THE FUNDS ARE NEEDED. AFTER THE PROJECT IS COMPLETE, THE GRANTEE FINAL REPORT FORM IS COMPLETED AND RETURNED TO THE FOUNDATION. THIS FORM REQUESTS ITEMIZED EXPENDITURES (INCLUDING RECEIPTS) REGARDING THE PROJECT. IT ALSO REQUESTS A BRIEF NARRATIVE AND PHOTOS OF THE COMPLETED PROJECT. THE GRANTEE IS QUESTIONED AS TO WHETHER THE ORIGINAL PROPOSAL GUIDELINES WERE FOLLOWED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE ASKED TO FILL OUT AND SIGN AN ANNUAL STATEMENT OF CONFLICT OF INTEREST AND OTHER DISCLOSURES. DIRECTORS RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON MATTERS WHERE THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR PERFORMANCE EVALUATION POLICY - IN ADDITION TO ONGOING MONITORING, THE EXECUTIVE COMMITTEE OF THE FRANKLIN COUNTY COMMUNITY FOUNDATION, INC. WILL PROVIDE A SPECIFIC OPPORTUNITY FOR THE EXECUTIVE DIRECTOR TO PRESENT A SELF-EVALUATION AND FOR THE EXECUTIVE COMMITTEE TO ORGANIZE THEIR EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND HAVE IT PRESENTED IN A FACE-TO-FACE DEBRIEFING WITH THE EXECUTIVE DIRECTOR. AT THIS TIME, THE EXECUTIVE COMMITTEE WILL PRESENT A RECOMMENDATION TO THE BOARD AND THEY WILL DETERMINE ANY SPECIFIC, PERSONAL PERFORMANCE GOALS FOR THE YEAR AHEAD. THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE WILL ALSO BE REVIEWED DURING THIS PROCESS AND APPROVED BY THE BOARD USING APPROPRIATE SALARY COMPARISON DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. OTHER DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE METHOD OF SELECTING THE INDEPENDENT AUDITOR OR IN THE OVERSIGHT OF THE AUDITOR.