2026-02-10T10:06:30-06:00 2025-08-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2024-09-01 352034336 FRANKLIN COUNTY COMMUNITY FOUNDATION INC FRAN 7656476810 527 MAIN STREET BROOKVILLE IN 47012 MICHELLE LUNSFORD EXECUTIVE DIRECTOR 7656476810 2026-01-26 1 1 DUSTIN VINCENT CPA P02410436 7659660531 2026-01-26 2024 2025-03-06 01:10:19Z MICHELLE LUNSFORD 527 MAIN STREET BROOKVILLE IN 47012 1701738 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. 13 13 2 25 0 0 6856295 844538 0 0 293631 552016 7875 4424 7157801 1400978 1121725 1049193 0 0 109411 107292 0 0 40374 448423 371663 1679559 1528148 5478242 -127170 18893169 20294372 8117 10290 18885052 20284082 TO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY. 0 0 1270505 1049193 24 COMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR FRANKLIN COUNTY STUDENTS. 80 SCHOLARSHIPS TO STUDENTS AND 78 GRANTS TO SCHOOLS, GOVERNMENTAL UNITS AND TAX-EXEMPT ORGANIZATIONS WERE DISTRIBUTED. 1270505 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 13 13 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 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 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 BARB REED BOARD MEMBER 1.00 X 0 0 0 BETH KAISER BOARD MEMBER 1.00 X 0 0 0 SHELLY FOHL BOARD MEMBER 1.00 X 0 0 0 ALEX DUDLEY BOARD MEMBER 1.00 X 0 0 0 MICHELLE LUNSFORD EXECUTIVE DIRECTOR 40.00 X 60430 0 0 60430 0 0 0 0 0 0 0 96610 747928 100 844538 470496 470496 4400 0 4400 4400 4400 382280 300351 409 81929 -409 81520 81520 MISCELLANEOUS 900099 24 24 24 1400978 24 0 556416 903074 903074 146119 146119 61600 27720 12320 21560 38068 20414 17654 7624 3682 2293 1649 34434 34434 96859 96859 900 900 17440 9680 7760 7152 3576 1430 2146 7484 4490 1497 1497 6124 3674 1225 1225 12475 7485 2495 2495 4112 1789 1727 596 CONTRACT PAYROLL- STAYI 71875 71875 COMMUNITY PROJECT EXPEN 39006 39006 SOFTWARE 32208 32208 PASS THRU EXPENSES - ST 19585 19585 22009 8336 12227 1446 1528148 1270505 217269 40374 503999 635302 2544034 2700252 533752 163878 28375 21430 368308 217776 160029 150532 15122980 16622978 18893169 20294372 8117 10290 8117 10290 X 7544808 8035575 11340244 12248507 18885052 20284082 18893169 20294372 -127170 1526200 0 X X 0 1 X 1 0 X 1484350 1124841 547209 6856295 844538 10857233 1484350 1124841 547209 6856295 844538 10857233 3809721 7047512 203449 280422 319293 363374 474896 1641434 5318 4118 5863 3075 24 18398 12517065 0.56300 0.59650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 39 182183 34627 280072 46275 2441955 1525400 1 1 15634624 438003 1749254 630091 17191790 8543609 5193969 2327993 430947 15634624 7919097 199617 798451 373556 8543609 8464772 406341 -613596 338420 7919097 6556742 263625 1853432 209027 8464772 0.33000 0.12000 0.55000 0 0 10000 10000 312925 179216 133709 45383 38560 6823 150532 X 2815076 1518303 1518303 1296773 104205 104205 1400978 1428029 0 1428029 100119 100119 1528148 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, 2025. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 95,036. FAS 136 FUND ACTIVITY 9,578. G/L IN MISC EXP ON F/S -409. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 95,036. FAS 136 FUND ACTIVITY 5,493. G/L IN MISC EXP ON F/S -409. ROUNDING -1. 1 FRANKLIN COUNTY ARTS COUNCIL 744 MAIN ST BROOKVILLE IN 47012 351785493 501(C)(3) 53320 0 GENERAL SUPPORT FOR THE ART COUNCIL MAIN STREET BROOKVILLE INC PO BOX 61 BROOKVILLE IN 47012 383720045 501(C)(3) 80600 0 GENERAL SUPPORT; GENERAL PASS THROUGH TOWN OF BROOKVILLE 1020 FRANKLIN AVE BROOKVILLE IN 47012 356000963 MUNICIPALITY 124770 0 POOL PASS, SPORTSPLEX WHITEWATER CANAL TRAIL PO BOX 126 BROOKVILLE IN 47012 352249462 501(C)(3) 56380 0 GENERAL SUPPORT AND ENDOWMENT FUND GRANT ST MICHAEL SCHOOL 275 HIGH STREET BROOKVILLE IN 47012 530196617 SCHOOL 6230 0 GENERAL SUPPORT MARGARET MARY HEALTH FOUNDATION INC 321 MITCHELL AVE BATESVILLE IN 47006 455039355 501(C)(3) 240000 0 MATCHING GRANT METAMORA VOLUNTEER FIRE DEPARTMENT 19477 DUCK CREED RD METAMORA IN 47030 300095630 501(C)(3) 12000 0 PPE WASHER AND DRYER FRANKLIN COUNTY 4-H ASSOCIATION 1010 FRANKLIN AVE BROOKVILLE IN 47012 351600904 501(C)(3) 5740 0 DESIGNATED GRANT AVIAN EDUCATION AND RESEARCH INSTITUTE PO BOX 555 WEST COLLEGE CORNER IN 47003 352235817 501(C)(3) 49570 0 RESEARCH PROJECT BALL STATE UNIVERSITY - APPLIED ANTHROPOLOGY LABS 2000 W UNIVERSITY AVE MUNCIE IN 47306 356000221 501(C)(3) 7800 0 GRANT BATESVILLE COMMUNITY SCHOOL CORPORATION PO BOX 121 626 N HUNTERSVILLE RD BATESVILLE IN 47006 351083045 SCHOOL 10000 0 WELLNESS CENTER BIG CEDAR CEMETERY ASSOCIATION 2184 ABBOTT RD BROOKVILLE IN 47012 350931814 501(C)(13) 5210 0 DESIGNATED GRANT CONGREGATION OF THE SISTERS OF THIRD ORDER ST FRANCIS 22143 MAIN ST PO BOX 100 OLDENDBURG IN 47036 350868953 501(C)(3) 9410 0 MEDICAL EQUIPMENT DREWERSBURG VOLUNTEER FIRE DEPARTMENT 3072 DREWERSBURG RD WEST HARRISON IN 47060 311049034 501(C)(3) 18999 0 EQUIPMENT FRANKLIN COUNTY HIGH SCHOOL DRAMA CLUB 1 WILDCAT LANE BROOKVILLE IN 47012 351092747 SCHOOL 10300 0 CLUB FUNDING FRANKLIN COUNTY HISTORICAL SOCIETY 826 MAIN ST PO BOX 342 BROOKVILLE IN 47012 356035627 501(C)(3) 7840 0 DESIGNATED GRANT FRANKLIN COUNTY MIDDLE SCHOOL 9092 WILDCAT LANE BROOKVILLE IN 47012 351092747 SCHOOL 5828 0 SCHOOL NEEDS FRATERNAL ORDER OF EAGLES #1129 770 MAIN STREET BROOKVILLE IN 47012 350321059 501(C)(3) 15000 0 BOWLING BALL RETRIEVAL SYSTEM MIAMI UNIVERSITY 156 PEARSON HALL OXFORD OH 45056 316402089 501(C)(3) 28230 0 AVIAN RESEARCH PROJECT MT CARMEL CEMETERY 6057 KERR RD CEDAR GROVE IN 47016 316035538 501(C)(13) 13550 0 FENCE SAFE PASSAGE INC 125 EAST GEORGE ST BATESVILLE IN 47006 352056072 501(C)(3) 7012 0 HVAC/SHELTER IMPROVEMENTS FRANKLIN COUNTY COMMISSIONERS 1040 FRANKLIN AVENUE BROOKVILLE IN 47012 356000146 501(C)(3) 20000 0 BIKE PED PLANNING GRANT TWIN FORKS CHAPTER NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVO 440 MAIN ST BROOKVILLE IN 47012 356042046 501(C)(3) 8000 0 STONE HOUSE RESTORATION WHITEWATER CANAL SCENIC BYWAY ASSOCATION 19067 US 52 PO BOX 75 METAMORA IN 47030 261395588 501(C)(3) 5003 0 ANNUAL DINNER AND OFFICE SUPPLIES 22 2 SCHOLARSHIPS 80 146119 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.