2026-03-30T10:30:42-05:00 2025-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2024-07-01 351827813 COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC COMM 8129484662 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 LINDA SPEED PRESIDENT/CEO 8129484662 2026-03-26 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2026-03-26 2024 2025-03-06 01:10:19Z LINDA SPEED 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 29511815 0 X WWW.CFSOUTHERNINDIANA.COM X 1991 IN TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES 15 15 9 55 0 0 5610983 3002938 5060 121998 4827247 6742637 75065 5971 10518355 9873544 6494283 6522370 0 0 736348 850533 0 0 208496 962029 1001953 8192660 8374856 2325695 1498688 149140581 159100400 98699298 103570782 50441283 55529618 X TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES 0 0 7645101 6522370 127969 FUNDS USED TO ASSIST AND BENEFIT PEOPLE IN CLARK AND FLOYD COUNTIES THROUGH FUNDING OF HEALTH, EDUCATION, CULTURAL, CIVIC AND RECREATIONAL PROGRAMS. 7645101 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 8129484662 4108 CHARLESTOWN ROAD NEW ALBANY IN 471509538 AMY LETKE ANTONINI BOARD MEMBER 2.00 X 0 0 0 ANDREW BURDSALL BOARD MEMBER 2.00 X 0 0 0 ERIC HOWARD BOARD MEMBER 2.00 X 0 0 0 JAY CONNER BOARD MEMBER 2.00 X 0 0 0 JIM PLITZ BOARD MEMBER 2.00 X 0 0 0 LEAH DRIVER BOARD MEMBER 2.00 X 0 0 0 MELISSA FRY BOARD MEMBER 2.00 X 0 0 0 NICOLE ATKINS BOARD MEMBER 2.00 X 0 0 0 REGINA BECKMAN BOARD MEMBER 2.00 X 0 0 0 RICH BOLING BOARD MEMBER 2.00 X 0 0 0 D KEITH PULLIAM CHAIR 5.00 X X 0 0 0 GREG NASH VICE-CHAIR 2.00 X X 0 0 0 S BUTCH SHAW TREASURER 2.00 X X 0 0 0 DAVID REINHARDT SECRETARY 2.00 X X 0 0 0 JESSICA CARROLL PAST CHAIR 2.00 X X 0 0 0 LINDA SPEED PRESIDENT/CEO 40.00 X 220039 0 9714 JOHN ELLIOTT CHIEF FINANCIAL OFFICER 40.00 X 101917 0 18805 321956 0 28519 2 0 1 0 MARINER INSTITUTIONAL LLC 531 W MORSE BLVD STE200 WINTER PARK FL 32789 ADVISORY 119538 1 3002938 446887 3002938 ADMINISTRATIVE FEE INCOME 900099 121998 121998 121998 3923577 3923577 22457331 19638271 2819060 2819060 2819060 MISCELLANEOUS INCOME 900099 5971 5971 5971 9873544 127969 0 6742637 5965869 5965869 556501 556501 353771 170063 143573 40135 405718 195035 164654 46029 7501 3606 3044 851 32620 15681 13238 3701 50923 24480 20666 5777 8400 8400 20623 20623 540681 540681 59315 59315 61378 61378 83434 19656 36644 27134 83615 20904 41807 20904 4237 4237 13350 6675 6675 29759 26783 1488 1488 SPECIAL PROJECT 82850 82850 COMMUNITY LEADERSHIP 10981 10981 3330 1099 1132 1099 8374856 7645101 521259 208496 13165986 9332823 32857 510000 10981 208900 193147 28316 35818 182166 126053 69462 56113 134187412 147457322 1447648 1504196 149140581 159100400 26567 43327 388450 434260 19525 18471 97341860 102216318 922896 858406 98699298 103570782 X 3587042 4080111 46854241 51449507 50441283 55529618 149140581 159100400 X 1498688 8462216 -4872569 X X 0 1 X 1 0 X 1723280 1298170 913869 5610983 3002938 12549240 1723280 1298170 913869 5610983 3002938 12549240 4460457 8088783 3015926 2489096 2414399 2984047 3923577 14827045 73266 112989 89230 80125 5971 361581 27737866 0.29160 0.28940 X COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC.ATTACHMENT TO SCHEDULE A RE: PUBLIC SUPPORT TESTTHE PUBLIC SUPPORT PERCENTAGES FOR COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. FOR 2024 AND 2023 ARE 29.07% AND 28.94%, RESPECTIVELY. SINCE THEIR PUBLIC SUPPORT PERCENTAGE IS LESS THAN 33 1/3 PERECNT FOR THE CURRENT AND PRIOR YEAR, IT FAILS THE MECHANICAL TEST FOR PUBLIC SUPPORT.THEREFORE, THEY MUST PASS THE FACTS AND CIRCUMSTANCES TEST IN ORDER TO MAINTAIN ITS PUBLIC SUPPORT STATUS. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. DOES PASS THE FACTS AND CIRCUMSTANCES TEST FOR 2024. IN ORDER TO PASS THE FACTS AND CIRCUMSTANCES TEST, THE ORGANIZATION MUST DO THE FOLLOWING:SOURCES OF SUPPORT- THE ORGANIZATION SHOULD SEEK GIFTS AND CONTRIBUTIONS FROM A WIDE BASE OF POTENTIAL DONORS IN THE COMMUNITY THAT IS SERVED. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. SEEKS CONTRIBUTIONS FROM A VARIETY OF SOURCES, INCLUDING, BUT NOT LIMITED TO INDIVIDUALS WITHIN THE COMMUNITY, BUSINESSES WITHIN THE COMMUNITY, OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE COMMUNITY AND OTHER PUBLIC AND PRIVATE FOUNDATIONS WITHIN THE COMMUNITY.REPRESENTATIVE GOVERNING BODY- THE BOARD OF DIRECTORS SHOULD REPRESENT VARIOUS AREAS OF PUBLIC INTEREST IN THE AREAS SERVED. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. MAINTAINS A DIVERSE BOARD OF DIRECTORS REPRESENTING MANY INTEREST GROUPS WITHIN THE COMMUNITY.AVAILABILITY OF PUBLIC FACILITIES OR SERVICES AND/OR PUBLIC PARTICIPATION IN PROGRAMS- THE ORGANIZATION SHOULD BE ALWAYS OFFERING ITS SERVICES TO DONORS IN PLANNING THEIR GIVING AND EDUCATING THE PUBLIC ABOUT GRANT MAKING OPPORTUNITIES. COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC. UNDERTAKES INITIATIVES THROUGHOUT THE YEAR TO EDUCATE DONORS ON THE OPTIONS AVAILABLE FOR CHARITABLE GIVING AND ALSO EDUCATES AREA ORGANIZATIONS ON THE SERVICES IT PROVIDES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68 577254 503405 10460049 1 1 0 1 140498742 2313159 14303430 4093782 1192697 151828852 130648721 1545539 14620227 4712800 1602945 140498742 122636345 1257845 14010213 5823160 1432522 130648721 151623660 546736 -21884053 6485871 1164127 122636345 120416491 688076 36386171 4798343 1068735 151623660 0.01407 0.98593 0 0 103830 98639 5191 78336 27414 50922 56113 ANNUITIES PAYABLE 19079 CHARITABLE REMAINDER TRUST LIABILITY 839327 858406 X PART V, LINE 4: TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES PART X, LINE 2: THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC., OSI FOUNDATION, INC., 4100 CHARLESTOWN, INC., AND NEW ALBANY-FLOYD COUNTY EDUCATION FOUNDATION, INC. ARE ALL NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY CFSI AND RECOGNIZE A TAX LIABILITY IF CFSI HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY CFSI, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. CFSI IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, CFSI IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, CFSI IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. 1 FLOYD COUNTY TREASURER 311 HAUSS SQUARE ROOM 113 NEW ALBANY IN 47150 356000144 GOVERNMENT 4041306 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY FOUNDATION PARTNERSHIP INC 3315 W 5TH STREET BEDFORD IN 474211235 351889139 501(C)(3) 525044 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF GEORGETOWN 9111 SR 64 GEORGETOWN IN 47122 GOVERNMENT 155000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAMILY HEALTH CENTERS OF SOUTHERN INDIANA 1319 DUNCAN AVE SUITE 2 JEFFERSONVILLE IN 471303756 351842342 501(C)(3) 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION INC PO BOX 883 INDIANAPOLIS IN 462060883 237073977 501(C)(3) 47660 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION REVELATION WELLNESS FOUNDATION 10818 N 32ND ST PHOENIX AZ 85028 274195376 501(C)(3) 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION METRO UNITED WAY INC PO BOX 4488 LOUISVILLE KY 402040488 610444680 501(C)(3) 31245 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AMERICAN RED CROSS - LOUISVILLE AREA CHAPTER PO BOX 1675 LOUISVILLE KY 402011675 530196605 501(C)(3) 26185 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IMPACT 100 SOUTHERN INDIANA INC 4510 CHARLESTOWN RD STE 400 PMB 218 NEW ALBANY IN 47150 931958776 501(C)(3) 25200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NELSON COUNTY SCHOOLS COMMUNITY SUPPORT INC 288 WILDCAT LANE BARDSTOWN KY 40004 202903210 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COLLEGE HEIGHTS FOUNDATION 1703 CHESTNUT STREET BOWLING GREEN KY 42101 610459494 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BELOVED ASHEVILLE PO BOX 6386 ASHEVILLE NC 28816 843381632 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST ELIZABETH CATHOLIC CHARITIES 702 E MARKET ST NEW ALBANY IN 47150 351827682 501(C)(3) 24400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION STAGEONE FAMILY THEATRE 1129 PAYNE STREET LOUISVILLE KY 40204 610466715 501(C)(3) 23750 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SACRED HEART ACADEMY 3175 LEXINGTON RD LOUISVILLE IN 40206 611181710 501(C)(3) 20500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AGAPE THERAPEUTIC RIDING RESOURCES INC 34970 MT PLEASANT RD CICERO IN 46034 311193132 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSONVILLE TOWNSHIP PUBLIC LIBRARY PO BOX 1548 JEFFERSONVILLE IN 47131 356001711 GOVERNMENT 18750 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OHIO STATE UNIVERSITY FOUNDATION PO BOX 736096 CHICAGO IL 606736096 311145986 501(C)(3) 18750 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EAST ALABAMA MEDICAL CENTER FOUNDATION 2000 PEPPERELL PARKWAY OPELIKA AL 36801 630959617 501(C)(3) 17000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAMILY ARK 101 NOAH'S LANEJEFFERSONVILLE IN 101 NOAHS LANE JEFFERSONVILLE IN 471311238 351292608 501(C)(3) 16600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH COMMUNITY COLLEGE 8204 HWY 311 PFAU HALL G19 SELLERSBURG IN 47172 344897343 GOVERNMENT 15291 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST MARK'S UNITED CHURCH OF CHRIST 222 E SPRING STREET NEW ALBANY IN 47150 350876365 CHURCH 13186 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BRANDON'S HOUSE COUNSELING CENTER INC 421 WEST 1ST STREET NEW ALBANY IN 47150 351903018 501(C)(3) 12990 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST LUKE'S UNITED CHURCH OF CHRIST 329 WALNUT STREET JEFFERSONVILLE IN 47130 350901292 CHURCH 12141 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOSPARUS HEALTH 6200 DUTCHMANS LANE SUITE 102 LOUISVILLE KY 40205 610921718 501(C)(3) 10250 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD 8701 LEEDS RD KANSAS CITY MO 641291626 440610626 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ELIZABETHTOWN COMMUNITY AND TECHNICAL COLLEGE FOUNDATION 600 COLLEGE STREET ROAD ELIZABETHTOWN KY 42701 SCHOOL 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIND IGNITE TRANSFORM 698 N 10TH STREET NOBLESVILLE IN 46060 812267310 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF CENTRAL KENTUCKY 381 WEST LOUDON AVENUE LEXINGTON KY 40508 610444842 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSONVILLE CATHOLIC MOST SACRED HEART OF JESUS PO BOX 447 JEFFERSONVILLE IN 47131 CHURCH 9280 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ALIGN SOUTHERN INDIANA INC 300 LAFOLLETTE STATION SUITE 161 FLOYD KNOBS IN 47119 824323453 501(C)(3) 9000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GREATER CLARK COUNTY SCHOOLS 2112 UTICA-SELLERSBURG ROAD JEFFERSONVILLE IN 47130 351151414 GOVERNMENT 8349 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CLARK COUNTY HISTORICAL SOCIETY AND HOWARD STEAMBOAT MUSEUM INC PO BOX 606 JEFFERSONVILLE IN 471310606 237131836 501(C)(3) 7938 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE FALLS OF THE OHIO FOUNDATION INCVILLE IN 47129US 201 WEST RIVERSIDE DRIVE CLARKSVILLE IN 47129 311214133 501(C)(3) 7608 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COUNCIL ON DEVELOPMENTAL DISABILITIES 1219 WEST JEFFERSON ST UNIT 106 LOUISVILLE KY 40203 610476686 501(C)(3) 7603 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY SOUTHEAST - FINANCIAL AID OFFICE 4201 GRANT LINE ROAD NEW ALBANY IN 47150 356001673 GOVERNMENT 6805 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BORDEN YOUTH LEAGUE INC PO BOX 65 BORDEN IN 47106 351804235 501(C)(3) 6500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YOUTH LINK 1740 WILLIAMSBURG DR SUITE G JEFFERSONVILLE IN 47130 320015379 501(C)(3) 6500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OUR LADY OF PROVIDENCE HIGH SCHOOL 707 PROVIDENCE WAY CLARKSVILLE IN 471291599 350894977 GOVERNMENT 6317 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 841267604 501(C)(3) 6280 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CLARKSVILLE COMMUNITY SCHOOL CORPORATION 502 LITTLE LEAGUE BOULEVARD CLARKSVILLE IN 471296630 356002244 GOVERNMENT 5580 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFESPAN RESOURCES INC-0995US PO BOX 995 NEW ALBANY IN 471510995 351306887 501(C)(3) 5300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 42 0 SCHOLARSHIPS 109 556501 PART I, LINE 2: FOR GRANTS FROM UNRESTRICTED OR FIELD OF INTEREST FUNDS, GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT, COMPLETE WITH RECEIPTS AND SUPPORTING INFORMATION, BY A DATE DETERMINED BY THE FOUNDATION IN A GRANT AGREEMENT. THIS REPORT IS REVIEWED BY THE VP OF COMMUNITY PHILANTHROPY. FUNDS DEEMED TO BE USED FOR PURPOSES OTHER THAN STATED IN THE GRANT MUST BE REFUNDED. GRANTS FROM ALL OTHER TYPES OF FUNDS ARE SENT LETTERS WITH INSTRUCTIONS FOR USE. X X X X X 0 0 0 0 0 0 0 0 0 LINDA SPEED PRESIDENT/CEO 220039 0 0 0 0 0 9111 0 603 0 229753 0 0 0 PART I, LINE 3 THE ORGANIZATION USED THE VARIOUS ABOVE METHODS IN ESTABLISHING COMPENSATION X 6 446887 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A STOCK BROKER TO SELL ANY NON CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE FINANCE OFFICER, PRESIDENT/CEO AND BOARD CHAIR PRIOR TO FILING. IN ADDITION, THE 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS VIA A SECURE PORTAL ON THE FOUNDATION'S WEBSITE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - POLICY IS SIGNED ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY NEW POTENTIAL CONFLICTS AS EARLY AS POSSIBLE OR BEFORE A MEETING DURING WHICH A GRANT REQUEST OR CONTRACT FOR GOODS AND SERVICES WILL BE CONSIDERED OR VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ACTS AS THE EMPLOYEE REVIEW COMMITTEE. THE COMMITTEE CONDUCTS AN ANNUAL EXECUTIVE DIRECTOR EVALUATION/PERFORMANCE REVIEW. THE EVALUATION/PERFORMANCE REVIEW, YEARS OF SERVICE, ANNUAL BUDGET, FULL-TIME OR PART-TIME SERVICE ARE ALL CONSIDERED WHEN MAKING A RECOMMENDATION TO THE BOARD FOR APPROVAL ON EXECUTIVE DIRECTOR COMPENSATION ALONG WITH COMPARABILITY DATA. THE COMPARABLE DATA USED COMPARES EMPLOYEE POSITION, ASSET SIZE, AND GEOGRAPHICAL AREA. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -4,874,458. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,242. CHANGE IN VALUE OF LIFE INSURANCE 5,131. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 4100 CHARLESTOWN INC 4108 CHARLESTOWN ROAD NEW ALBANY IN 47150 200843755 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 NEW ALBANY FLOYD COUNTY EDUCATION FOUNDATION INC 4108 CHARLESTOWN ROAD NEW ALBANY IN 47150 202552199 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 OSI FOUNDATION INC 4108 CHARLESTOWN ROAD NEW ALBANY IN 47150 200626196 SUPPORT CF OF SI IN 501(C) SUPPORT ORG TYPE 1 0 CHARITABLE REMAINDER TRUSTS (2) CONTRIBUTIONS IN 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 OSI FOUNDATION INC B 40000 CASH