2026-08-21T11:48:33-05:00 2025-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2025-01-01 351847297 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC COMM 8122653327 PO BOX 306 MADISON IN 47250 WILLIAM E BARNES JR PRESIDENT & CEO 8122653327 2026-07-16 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2026-07-16 2025 2025-03-06 01:10:19Z WILLIAM E BARNES JR PO BOX 306 MADISON IN 47250 5941264 0 X WWW.CFMJC.ORG X 1991 IN THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 9 9 4 40 0 0 2745801 2927114 21659 21509 2725933 2263301 0 0 5493393 5211924 1267229 1363125 0 0 344929 366862 0 0 163438 347339 343516 1959497 2073503 3533896 3138421 44631568 52519742 2844678 1911971 41786890 50607771 THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 0 0 1702607 1363125 21509 GRANTS MADE TO LOCAL CHARITIES AND OTHER NON-PROFIT ORGANIZATIONS AND ESTABLISHMENT AND MAINTENANCE OF ENDOWMENT FUNDS. 1702607 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 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 1 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X WILLIAM E BARNES JR 8122653327 PO BOX 306 MADISON IN 47250 DANIEL BUTLER BOARD MEMBER 1.00 X 0 0 0 FERNANDO RUBIO BOARD MEMBER 1.00 X 0 0 0 HANNAH TAYLOR BOARD MEMBER 1.00 X 0 0 0 NANCY TOTTEN BOARD MEMBER 1.00 X 0 0 0 SANDY SAILER BOARD MEMBER 1.00 X 0 0 0 JENNY DARNOLD CHAIR 2.00 X X 0 0 0 DEVON SHARPE VICE-CHAIR 2.00 X X 0 0 0 TANNER MAHONEY SECRETARY 2.00 X X 0 0 0 PHIL MCKAY TREASURER 2.00 X X 0 0 0 WILLIAM E BARNES JR PRESIDENT & CEO 40.00 X 144027 0 21386 144027 0 21386 1 0 1 0 0 2927114 109463 2927114 PROGRAM SERVICE REVENUE 900099 12022 12022 MANAGEMENT FEE REVENUE 900099 9487 9487 21509 2162450 2162450 830191 729340 100851 100851 100851 5211924 21509 0 2263301 1144321 1144321 218804 218804 165412 68894 53651 42867 182123 75855 59071 47197 19327 8049 6269 5009 16550 16550 117945 117945 34235 10271 10270 13694 25714 10070 5142 10502 38498 15399 15399 7700 8788 439 7910 439 5169 2068 2067 1034 7000 350 6300 350 38291 15316 7659 15316 DONOR DEVELOPMENT 22479 6744 4495 11240 REPAIRS & MAINTENANCE 9853 493 8867 493 DUES AND SUBSCRIPTIONS 8238 3295 1648 3295 ANNUAL MEETING EXPENSE 8041 3216 1609 3216 2715 1078 551 1086 2073503 1702607 207458 163438 1063698 1358309 69936 768671 353 353 353085 142335 217750 210750 43279831 50181659 44631568 52519742 1293 539 2150 64000 1531647 1847432 1309588 0 2844678 1911971 X 778482 1024568 41008408 49583203 41786890 50607771 44631568 52519742 X 3138421 4730461 951999 X X 0 1 X 1 0 X 1311411 3831137 1846180 2745801 2927114 12661643 1311411 3831137 1846180 2745801 2927114 12661643 2489277 10172366 1195381 1061233 1203042 1643565 2162450 7265671 19927314 0.51050 0.51450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55 135352 247695 8520407 1 1 0 1 X 42470937 3509024 6832939 1343149 586492 50883259 38209083 2671291 3302683 1193640 518480 42470937 33126420 1639753 4958402 1070887 444605 38209083 35029879 3732920 -4181315 1053769 401295 33126420 29320858 1293018 5718123 903338 398782 35029879 0.00000 0.95000 0.05000 0 0 20000 20000 280000 89250 190750 53085 53085 0 210750 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT ALLOCATION POLICIES. PART V, LINE 4: TO SUPPORT CHARITABLE PURPOSES IN JEFFERSON COUNTY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY 1 RIVER VALLEY RESOURCES INC 100 E 2ND STREET E MADISON IN 47250 351820770 501C3 70880 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HISTORICAL SOCIETY 615 WEST FIRST STREET MADISON IN 47250 237422529 501C3 63933 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHRIST EPISCOPAL CHURCH 506 MULBERRY ST MADISON IN 47250 351382801 501C3 58900 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIRST CHRISTIAN CHURCH 512 W MAIN STREET MADISON IN 47250 201102017 501C3 46685 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GIRLS INC OF JEFFERSON COUNTY 109 WEST THIRD STREET MADISON IN 47250 351309946 501C3 43833 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB OF JEFFERSON COUNTY 1551 MSH NORTH GATE RD MADISON IN 47250 351143819 501C3 43400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRINCE OF PEACE CATHOLIC CHURCH 305 WEST STATE ST MADISON IN 47250 351120914 501C3 41600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RECOVERY CAFE MADISON 419 EAST ST MADISON IN 47250 882856791 501C3 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY- MADISON INDIANA CITADEL PO BOX 222 MADISON IN 47250 132923701 501C3 39400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTON HEALTHCARE FOUNDATION 4965 US HIGHWAY 42 LOUISVILLE KY 40222 310914919 501C3 36500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTHWESTERN PRESCHOOL 129 MAIN CROSS ROAD HANOVER IN 47243 356006827 501C3 35000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC MADISON INC 301 WEST SECOND STREET MADISON IN 47250 351833602 501C3 34100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON TOWNSHIP VOLUNTEER FIRE CO 3413 N MICHIGAN ROAD MADISON IN 47250 351728216 501C3 34000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANAAN EVENTS & ENRICHMENT FOUNDATION INC PO BOX 1 CANAAN IN 47224 934307307 501C3 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPRINGDALE CEMETERY ASSOCIATION PO BOX 131 MADISON IN 47250 900804691 501C3 30000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION IVY TECH COMMUNITY COLLEGE 590 IVY TECH DRIVE MADISON IN 47250 237073977 501C3 28600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KENT VOLUNTEER FIRE COMPANY INC 8250 WEST KENT BLANKENSHIP ST MADISON IN 47250 351454800 501C3 25600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHILDREN'S ADVOCACY CENTER OF SOUTHEASTERN INDIANA 12211 RULLMAN DR DILLSBORO IN 47018 412275163 501C3 25300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTON KING'S DAUGHTERS' HEALTH 1373 EAST STATE ROAD 62 MADISON IN 47250 202148950 501C3 23400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON-JEFFERSON CO HUMANE SOCIETY PO BOX 257 MADISON IN 47250 351855559 501C3 22600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALUDA TOWNSHIP 3998 W SALUDA HILL HANOVER IN 47243 132923701 GOVERNMENT 17500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY YOUTH SHELTER INC PO BOX 444 MADISON IN 47250 351606865 501C3 14150 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON AREA ARTS ALLIANCE INC PO BOX 322 MADISON IN 47250 464138652 501C3 13100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SAFE PASSAGE INC PO BOX 235 BATESVILLE IN 47006 352056072 501C3 12000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON MAIN STREET PROGRAM PO BOX 327 MADISON IN 47250 351939473 501C3 11430 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HOUSE OF HOPE INC 100 E SECOND ST SUITE H MADISON IN 47250 462000035 501C3 10750 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HERITAGE TRAIL CONSERVANCY 935 W SECOND ST MADISON IN 47250 453435893 501C3 10450 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HANOVER TWP VOLUNTEER FIRE CO PO BOX 307 HANOVER IN 47243 356022045 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIAN-KENTUCK BAPTIST CHURCH PO BOX 37 CANAAN IN 47224 351591834 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON RIVERFRONT DEVELOPMENT CORP PO BOX 55 MADISON IN 47250 351639867 501C3 9450 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED HIGH SCHOOL 743 CLIFTY DRIVE MADISON IN 47250 356002609 GOVERNMENT 9350 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LYDIA MIDDLETON ELEMENTARY SCHOOL 714 WEST MAIN ST MADISON IN 47250 356002609 GOVERNMENT 8600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED JR HIGH SCHOOL 701 EIGHTH ST MADISON IN 47250 356002609 GOVERNMENT 8100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RETIRED SENIOR VOLUNTEER PROGRAM 208 W MAIN STREET MADISON IN 47250 351128300 501C3 7865 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC HOOSIER HILLS RC&D PO BOX 407 VERSAILLES IN 47042 237438274 501C3 7800 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON CO 4-H CLUB & AG ASSOC 1437 W 500 N MADISON IN 47250 356043376 501C3 7600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED SCHOOL CORP EDUCATION FOUNDATION 2421 WILSON AVE MADISON IN 47250 465005913 501C3 7600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANIER MANSION FOUNDATION PO BOX 441 MADISON IN 47250 616211972 501C3 7300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFETIME RESOURCES INC 13091 BENEDICT DRIVE DILLSBORO IN 47018 352076514 501C3 6900 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED SCHOOL CORP 2421 WILSON AVENUE MADISON IN 47250 356002609 501C3 6770 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY PRESERVATION COUNCIL 718 E SECOND ST MADISON IN 47250 351988373 501C3 6600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HANOVER UNITED METHODIST CHURCH 220 EAST LAGRANGE RD HANOVER IN 47243 351577920 501C3 6200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MADISON 101 W MAIN STREET MADISON IN 47250 356001100 GOVERNMENT 5700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY PUBLIC LIBRARY 420 WEST MAIN STREET MADISON IN 47250 351116855 GOVERNMENT 5333 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC ELEUTHERIAN COLLEGE INC PO BOX 705 MADISON IN 47250 351930565 501C3 5100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 45 0 SCHOLARSHIP 81 218804 PART I, LINE 2: ALL ORGANIZATIONS RECEIVING GRANTS MUST COMPLETE A FINAL REPORT AND SUBMIT, DISCLOSING THE USE OF THE FUNDS. THE GRANTS COMMITTEE FOLLOWS UP TO ENSURE THESE FORMS ARE RECEIVED. THE BOARD REVIEWS THE FINAL REPORTS ONCE RECEIVED TO VERIFY GRANTS ARE USED APPROPRIATELY. X 0 0 0 0 0 0 0 0 0 WILLIAM E BARNES JR PRESIDENT & CEO 139027 0 5000 0 0 0 7696 0 13690 0 165413 0 0 0 X 1 109463 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THEIR INVESTMENT ADVISORS TO ACCEPT AND SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PASSED OUT TO BOARD MEMBERS PRIOR TO THE BOARD MEETING. AT THE BOARD MEETING THE FORM IS APPROVED. THEN THE PRESIDENT & CEO SIGNS AND MAILS/E-FILES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY. ANY CONFLICTS ARE DISCLOSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL EVALUATION IS DONE. COMPARABILITY DATA IS USED AND THE BOARD REVIEWS AND MAKES FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: SFAS #136 ADJUSTMENT -315,785. CHANGE IN CHARITABLE GIFT ANNUITY 1,267,784. FORM 990,PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. CFMJC PROPERTIES LLC 416 WEST STREET MADISON IN 47250 462384150 REAL ESTATE HOLDING IN 19942 213783 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC