2025-11-05T09:17:34-05:00 2024-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-01-01 311170412 HENRY COUNTY COMMUNITY FOUNDATION INC HENR 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 JENNIFER FOX PRESIDENT 7655292235 2025-10-31 true false THOMAS A ROBERTS P00997867 7652847554 2025-10-31 2024 2025-03-06 01:10:19Z JENNIFER FOX PO BOX 6006 NEW CASTLE IN 47362 5861097 false X WWW.HENRYCOUNTYCF.ORG X 1985 IN THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES FUNDS FOR SUSTAINABLE PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. 15 15 5 80 3671 1063748 2154658 544597 572674 1414307 1976528 1217 3671 3023869 4707531 1710131 1917245 0 323370 362045 0 259619 1089529 1161333 3123030 3440623 -99161 1266908 53715367 58338750 1450467 1383265 52264900 56955485 X THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES FUNDS FOR SUSTAINABLE PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. false false 2130242 1917245 572674 THE FOUNDATION IS DEDICATED TO EDUCATING, COMMUNICATING AND CELEBRATING COMMUNITY SPIRIT THROUGH THE GENEROSITY OF OUR DONORS. IN 2023, 189 SCHOLARSHIPS WERE AWARDED ALONG WITH GRANTS TO MANY NOT-FOR-PROFITS. THE PURPOSE OF THE GRANTS INCLUDES ARTS/CULTURE, EDUCATION, HEALTH, ENVIRONMENT, HUMAN SERVICES, COMMUNITY DEVELOPMENT AND YOUTH. 2130242 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 17 0 5 true true true false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false IN X X THE ORGANIZATION 7655292235 PO BOX 6006 NEW CASTLE IN 473626006 CARRIE BARRETT CHAIR 1.00 X X 0 0 0 FORREST PLANK VICE CHAIR 1.00 X X 0 0 0 NANCY LEWIS SECRETARY 1.00 X X 0 0 0 DEBI WARE TREASURER 1.00 X X 0 0 0 JON MADISON ADVISOR 1.00 X X 0 0 0 DARIN BROWN DIRECTOR 1.00 X 0 0 0 KEVIN BROWN DIRECTOR 1.00 X 0 0 0 JERRY CASH DIRECTOR 1.00 X 0 0 0 TODD EVERSOLE DIRECTOR 1.00 X 0 0 0 COREY MURPHY DIRECTOR 1.00 X 0 0 0 SUSAN FALCK-NEAL DIRECTOR 1.00 X 0 0 0 MARK TAYLOR DIRECTOR 1.00 X 0 0 0 KREIGH COOK DIRECTOR 1.00 X 0 0 0 ERIKA GILMAN DIRECTOR 1.00 X 0 0 0 CHARLEY WILLIS DIRECTOR 1.00 X 0 0 0 JENNIFER FOX PRESIDENT 40.00 X 105877 0 3240 105877 3240 1 false false false 2154658 278345 2154658 ADMINISTRATIVE FEES 561000 572674 572674 572674 909673 909673 2220421 1153566 1066855 1066855 1066855 RCP FUND XIII, LP 900099 13573 13573 THE VARDE DISLOCATION FUND 525990 8069 8069 PARK STREET CAPITAL FUND XI 525990 7649 7649 -25620 -25620 3671 4707531 572674 3671 1976528 1213771 1213771 703474 703474 105877 34940 37057 33880 204646 67533 71626 65487 28368 9361 9929 9078 23154 7641 8104 7409 572674 572674 20400 20400 242386 242386 13345 4404 4671 4270 14654 4836 5130 4688 48176 15898 16862 15416 42663 14079 14932 13652 4042 1333 1415 1294 9424 3110 3298 3016 30515 10070 10680 9765 10694 3529 3743 3422 STRATEGIC PLANNING 73980 24413 25893 23674 FUNDRAISING 62774 62774 LILLY 10000 10000 MEMBERSHIPS AND DUES 5606 1850 1962 1794 3440623 2130242 1050762 259619 300 300 1721190 2076001 11574 21363 35281 38169 43278 40293 1035401 393626 652698 641775 51241324 55511538 6737 7105 2985 2206 53715367 58338750 28623 12417 11327 2000 1410517 1368848 1450467 1383265 X 1363951 1498643 50900949 55456842 52264900 56955485 53715367 58338750 X 1266908 3458834 -35157 X false true X true false X 1364663 1903565 1638515 1063748 2154658 8125149 1364663 1903565 1638515 1063748 2154658 8125149 2845295 5279854 -57383 592507 632450 768310 909673 2845557 3149 42915 103 2671 48838 1250 114 1364 11020908 2582578 0.47910 0.44640 X PART II, LINE 10 MISCELLANEOUS 1,364 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 158107 100144 2353607 true true 49358914 1581228 4961666 1575146 556310 53770352 45186258 731941 5705875 1426883 838277 49358914 53135068 1354607 -7380350 1365262 32609 525196 45186258 45472090 1674279 7913609 1292925 151753 480232 53135068 42236733 414421 4442979 758405 620555 243083 45472090 0.00410 0.66670 0.32920 false false 152514 152514 751019 299806 451213 131868 93820 38048 641775 AGENCY FUNDS 1041686 ANNUITY RESERVES 324956 RIGHT OF USE LIABILITY 2206 1368848 X 7856366 3458834 12094 3470928 4385438 242386 79707 322093 4707531 3165781 3165781 242386 32456 274842 3440623 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS 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 SPLIT INTEREST AGREEMENT 12,094 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 79,707 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 32,456 true AGAPE LEARNING CENTER 3200 S 14TH ST NEW CASTLE IN 47362 351339579 501C3 31300 GYM RENOVATIONS ART ASSOCIATION OF HENRY COUNTY 218 S 15TH ST NEW CASTLE IN 47362 351632891 501C3 38837 OPERATING SUPPORT CHICAGO CORNER CHURCH 8405 E SR 38 NEW CASTLE IN 47362 351532038 501C3 9629 OPERATING SUPPORT CHRISTIAN LOVE CENTER 418 S 18TH ST NEW CASTLE IN 47362 351684808 501C3 6476 NEW STOVE/SUPPORT CIVIC CHEER GUILD OF KNIGHTSTOWN 19 S WASHINGTON ST KNIGHTSTOWN IN 46148 351727909 501C3 5750 OPERATING SUPPORT FIRST CHRISTIAN CHURCH 2000 BUNDY AVE NEW CASTLE IN 47362 350942624 501C3 15410 COUNSELING CENTER FIRST FRIENDS MEETING 503 S MAIN ST NEW CASTLE IN 47362 356023855 501C3 16056 OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH PO BOX 491 NEW CASTLE IN 47362 351479466 501C3 9126 OPERATING SUPPORT FIRST UNITED METHODIST CHURCH 1324 CHURCH ST NEW CASTLE IN 47362 350933547 501C3 20609 OPERATING SUPPORT GRACE UNITED METHODIST CHURCH 1300 E ADAMS DR FRANKLIN IN 46131 351041916 501C3 40000 OPERATING SUPPORT HEALTHY COMMUNITIES OF HENRY COUNTY PO BOX 921 NEW CASTLE IN 47362 351887164 501C3 31331 GENERAL SUPPORT HENRY COUNTY CANCER SOCIETY 2461 N WEST RAINTREE DR NEW CASTLE IN 47362 871729334 501C3 9509 OPERATING SUPPORT HENRY COUNTY CHILD CARE NETWORK 5126 N MUNCIE PIKE NEW CASTLE IN 47362 882383407 501C3 124650 DAYCARE ADDITION HENRY COUNTY EMS 1132 BROAD ST NEW CASTLE IN 47362 GOV 47657 ALS EQUIPMENT HENRY COUNTY EXPO CENTER PO BOX 137 NEW CASTLE IN 47362 824581011 501C3 43970 OPERATING SUPPORT HENRY COUNTY HEART SOCIETY 1000 N 16TH ST NEW CASTLE IN 47362 351405253 501C3 17294 OPERATING SUPPORT HENRY COUNTY HISTORICAL SOCIETY 606 S 14TH ST NEW CASTLE IN 47362 237226249 501C3 15540 TECH/CEMETARY PROJ HENRY COUNTY HOSPITAL FOUNDATION 1000 N 16TH ST NEW CASTLE IN 47362 356042246 501C3 17864 OPERATING SUPPORT HENRY COUNTY SADDLE CLUB PO BOX 5 NEW CASTLE IN 47362 356050261 501C4 17001 ARENA LIGHTING HENRY COUNTY YMCA 300 WITTENBRAKER AVE NEW CASTLE IN 47362 350873347 501C3 65518 OPERATING SUPPORT HONEY CREEK UNITED METHODIST CHURCH PO BOX 39 MIDDLETOWN IN 47356 351699711 501C3 21134 OPERATING SUPPORT HOOSIER GYM COMMUNITY CENTER 355 N WASHINGTON ST KNIGHTSTOWN IN 46148 351891029 501C3 15137 OPERATING SUPPORT HOPE INITIATIVE 1415 ALABAMA ST NEW CASTLE IN 47362 270668407 501C3 22903 ROOF REPAIR/GENERAL KENNARD KRUSADERS 201 W MARTINDALE ST PO BOX 213 KENNARD IN 47351 843748105 501C3 6372 EVENTS KINDERGARTEN PREP AND CHILD CARE INC 5126 N MUNCIE PIKE NEW CASTLE IN 47362 921053954 501C3 24461 EMPLOYEE PAYROLL KNIGHTSTOWN PUBLIC LIBRARY 5 E MAIN ST KNIGHTSTOWN IN 46148 356006174 GOV 15317 OPERATING SUPPORT KNIGHTSTOWN YOUTH SPORTS INC 415 S WASHINGTON ST KNIGHTSTOWN IN 46148 463823901 501C3 5400 LIGHTING PROJECT MIDDLETOWN FALL CREEK PUBLIC LIBRARY 780 HIGH STREET MIDDLETOWN IN 47356 GOV 5129 OPERATING SUPPORT MOORELAND FIRE DEPT PO BOX 184 101 SOUTH CORY ST MOORELAND IN 47360 351451425 GOV 13500 TURNOUT GEAR NEW CASTLE-HENRY COUNTY EMS 432 BROAD ST NEW CASTLE IN 47362 356001134 GOV 15659 OPERATING SUPPORT NEW CASTLE EVENING KIWANIS PO BOX 93 NEW CASTLE IN 47362 832819064 501C3 6202 OPERATING SUPPORT NEW CASTLE HENRY COUNTY HUMANE SOCIETY 11 MIDWAY DR NEW CASTLE IN 47362 237070762 501C3 5806 OPERATING SUPPORT NEW CASTLE LODGE NO 91 F&AM 251 W SR 38 NEW CASTLE IN 47362 350146640 501C10 15882 OPERATING SUPPORT NEW CASTLE MAIN STREET INC 1090 W CR 100 S NEW CASTLE IN 47362 472371890 501C3 21000 OPERATING SUPPORT NEW CASTLE SCHOOL CORPORATION 322 ELLIOTT AVENUE NEW CASTLE IN 47362 356002688 GOV 31120 PROGRAM SUPPORT NEW CASTLE-HENRY COUNTY PUBLIC LIBRARY PO BOX J 376 S 15TH ST NEW CASTLE IN 47362 356001959 501C3 12923 OPERATING SUPPORT RAINTREE HABITAT FOR HUMANITY PO BOX 6024 NEW CASTLE IN 47362 581285159 501C3 6779 OPERATING SUPPORT RED-TAIL CONSERVANCY 125 E CHARLES ST STE 200 MUNCIE IN 47305 341889427 501C3 23000 NATURE PRESERVE SAFE AT HOME 101 S MAIN ST NEW CASTLE IN 47362 352137019 501C3 10000 OPERATING SUPPORT SALVATION ARMY OF HENRY COUNTY PO BOX 571 2500 WASHINGTON ST NEW CASTLE IN 47362 362167910 501C3 7086 PROGRAM SUPPORT SECRET FAMILIES OF HENRY CO PO BOX 12 MT SUMMIT IN 47361 271126773 501C3 15750 CHRISTMAS SEASON SERVANTS AT WORK INC 1173 CLINTON ST NOBLESVILLE IN 46060 453825509 501C3 20000 RAMP/MATERIALS SHENANDOAH SCHOOL CORPORATION 5100 N RAIDER ROAD MIDDLETOWN IN 47356 351083263 GOV 7000 PROGRAM SUPPORT SPICELAND PRESERVATION AND TOURISM SOCIETY PO BOX 453 SPICELAND IN 47385 382022394 501C3 18302 RENOVATIONS/SUPPORT STRAUGHN- DUDLEY TWP VOL FIRE DEPT 5008 E US 40 STRAUGHN IN 47387 356004887 501C3 15331 RADIOS/TRAINING TOWN OF SPICELAND PO BOX 386 SPICELAND IN 47385 356001205 GOV 5978 OPERATING SUPPORT VICTORY LANE CAMP 1912 BUNDY AVE NEW CASTLE IN 47362 455088581 501C3 16518 MARKETING GRANT YOUNG LIFE OF HENRY COUNTY 2805 HILLCREST DR NEW CASTLE IN 47362 840385934 501C3 10273 PROGRAM MATERIALS HENRY COUNTY FRIENDS OF MEMORIAL PARK PO BOX 411 SPRINGPORT IN 47386 820940304 501C3 15000 SHELTER RENOVATIONS INDIANA UNIVERSITY SCHOOL OF MEDICINE PO BOX 7059 INDIANAPOLIS IN 46207 356018940 501C3 10000 OPERATING SUPPORT LIGHTHOUSEKEEPERS OF HENRY COUNTY 1408 S 18TH ST NEW CASTLE IN 47362 931622963 501C3 14550 OPERATING SUPPORT MEMORIAL WESLEYAN CHURCH CASTLE KIDS DAYCARE 2701 N MEMORIAL DR NEW CASTLE IN 47362 350942654 501C3 14950 OPERATIONS/SUPPLIES MIDDLETOWN FALL CREEK TOWNSHIP PARK DEPARTMENT 653 LOCUST ST MIDDLETOWN IN 47356 356001110 GOV 8633 TRAIL/INTERN MIDDLETOWN FALL CREEK TWP HISTORICAL SOCIETY 559 LUCUST ST PO BOX 63 MIDDLETOWN IN 47356 351688257 501C3 5668 OPERATING SUPPORT NEW CASTLE PARKS DEPARTMENT 227 N MAIN ST 1 NEW CASTLE IN 47362 GOV 10500 FITZGERALD/LIFEGUARD TOWN OF LEWISVILLE PO BOX 288 101 EAST MAIN ST LEWISVILLE IN 47352 GOV 24063 SKATING RINK 54 2 SCHOLARSHIPS 197 703474 SCHEDULE I, PAGE 1, PART I, LINE 2 THE GRANT APPLICATION PROCESS STARTS WITH AN ACCEPTED LETTER OF INTENT, WHICH IS REVIEWED BY A COMMITTEE. THEN, INVITATIONS ARE SENT FOR FULL PROPOSALS. THIS IS FOLLOWED BY A GRANT APPLICATION PROCESS. AFTER THE GRANT APPLICATIONS ARE RECEIVED, THEY ARE TURNED OVER TO A MEMBER OF THE GRANTS COMMITTEE WHO DOES A SITE VISIT TO SEE THE ORGANIZATION AND/OR PROGRAM AND TO SPEAK TO THE PERSON IN CHARGE AS TO THE GRANT. THIS COMMITTEE MEMBER THEN MEETS WITH THE TOTAL GRANT COMMITTEE AND MAKES RECOMMENDATIONS FOR THE GRANT OR REASONS THE GRANT IS NOT WORTHY OF RECOMMENDATION. THE COMMITTEE THEN VOTES AND THOSE RECOMMENDATIONS ARE TAKEN TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. X 7 278345 AVE HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION THE HENRY COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC TRUST WHICH SECURES FUNDS FOR SUSTAINABLE PHILANTHROPIC PURPOSES. ITS MISSION IS TO HELP WHERE THE NEEDS ARE GREATEST AND BENEFITS TO THE COMMUNITY AND ITS CITIZENS ARE MOST SUBSTANTIAL; TO PROVIDE PUBLIC SPIRITED DONORS A VEHICLE FOR USING THEIR GIFTS IN THE BEST POSSIBLE WAY NOW AND IN THE FUTURE AS CONDITIONS INEVITABLY CHANGE; AND TO PROVIDE EXCELLENT STEWARDSHIP OF THOSE GIFTS WHICH IT RECEIVES. FORM 990, PAGE 6, PART VI, LINE 11B AUDITED FINANCIAL STATEMENTS ARE REVIEWED WITH THE GOVERNING BOARD AND THE AUDITOR. THE FORM 990 IS REVIEWED BY THE PRESIDENT AND EXECUTIVE DIRECTOR AND THE ACCOUNTANT. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION MONITORS AND ENFORCES COMPLIANCE AT MONTHLY BOARD MEETINGS AS PART OF THE AGENDA. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR IS GOVERNED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE PRESIDENT PERFORMS THE REVIEW FOR ALL OTHER FOUNDATION PERSONNEL ON AN ANNUAL BASIS PRIOR TO ANNUAL AUDIT. FORM 990, PAGE 6, PART VI, LINE 19 HENRY COUNTY COMMUNITY FOUNDATION, 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 AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 12,094 AGENCY FUND REVENUE -79,707 AGENCY FUND EXPENSES 32,456 TOTAL -35,157