2024-03-21T06:39:31-05:00 2023-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-07-01 351811149 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC COMM 8123339016 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 TINA PETERSON PRESIDENT AND CEO 8123339016 2024-03-16 1 TINA PETERSON 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-03-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TINA PETERSON 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 19201250 0 X WWW.CFBMC.ORG X 1990 IN COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY. 20 20 15 50 0 0 3252538 12596306 0 0 3465192 2157622 6629 54542 6724359 14808470 1947632 11353032 0 0 789728 866560 0 0 335924 840841 569943 3578201 12789535 3146158 2018935 43168422 47473129 5698477 5849273 37469945 41623856 COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY. 0 0 11904293 11353032 54542 THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY EXISTS TO ENHANCE OUR COMMUNITY THROUGH PERMANENT CHARITABLE CAPITAL, EFFECTIVE GRANTS, AND INCLUSIVE LEADERSHIP. THE ORGANIZATION CHAMPIONS LOCAL PHILANTHROPY BY BUILDING COMMUNITY ASSETS, PARTICULARLY PERMANENT ENDOWMENT FUNDS; ADMINISTERS GRANTS IN DIVERSE CHARITABLE FIELDS REFLECTIVE OF DONOR INTERESTS AND COMMUNITY NEEDS AND OPPORTUNITIES; AND STRIVES TO PROVIDE INCLUSIVE COMMUNITY LEADERSHIP ON ISSUES OF LOCAL IMPORTANCE.THE FOUNDATION ADMINISTERS OVER 200 FUNDS, PRIMARILY PERMANENT ENDOWMENTS, INCLUDING AGENCY OR DESIGNATED, SCHOLARSHIP, DONOR-ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS. 11904293 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 0 1 1 1 0 0 1 9 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 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 8123339016 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 BRIAN SHOCKNEY DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 ERIN MARTOGLIO DIRECTOR 2.00 X 0 0 0 HERB CALDWELL DIRECTOR 2.00 X 0 0 0 JERRY SANDERS DIRECTOR 2.00 X 0 0 0 JESSIKA HANE DIRECTOR 2.00 X 0 0 0 LAURIE BURNS MCROBBIE DIRECTOR 2.00 X 0 0 0 JEREMIAH YOUNG DIRECTOR 2.00 X 0 0 0 LINDSEY SMITH DIRECTOR 2.00 X 0 0 0 CHRISTA CURTIS DIRECTOR 2.00 X 0 0 0 MARK FRANKLIN DIRECTOR 2.00 X 0 0 0 MATTIE WHITE DIRECTOR 2.00 X 0 0 0 ERIC SPOONMORE DIRECTOR 2.00 X 0 0 0 ISABEL SANTER DIRECTOR 2.00 X 0 0 0 WARREN CUTSHALL DIRECTOR 2.00 X 0 0 0 BRIAN D YELEY CHAIR 2.00 X X 0 0 0 JENNIE VAUGHAN PAST CHAIR 2.00 2.00 X X 0 0 0 JEFF WUSLICH VICE CHAIR 2.00 X X 0 0 0 MICHELLE COLE SECRETARY 2.00 X X 0 0 0 ALISA HENDRIX TREASURER 2.00 X X 0 0 0 TINA PETERSON PRESIDENT AND CEO 40.00 10.00 X 168804 0 5238 168804 0 5238 1 0 1 0 0 337000 141696 12117610 114998 12596306 1523435 1523435 5026967 4392780 634187 634187 634187 MISCELLANEOUS REVENUE 900099 54542 54542 54542 14808470 54542 0 2157622 11323360 11323360 29672 29672 180519 66792 66792 46935 591955 219024 219024 153907 10388 3843 3844 2701 22869 8461 8462 5946 60829 22507 22507 15815 975 39 936 31327 1253 30074 124961 124961 17028 7154 9874 39408 13399 10246 15763 29157 9913 7581 11663 3533 3533 14720 7361 7359 11844 4027 3079 4738 19352 6580 5032 7740 PROGRAM SUPPORT EXPENSE 167694 167694 DONOR DEVELOPMENT 43654 43654 SOFTWARE 36415 27311 9104 DUES & SUBSCRIPTIONS 15646 5317 4067 6262 14229 4364 5528 4337 12789535 11904293 549318 335924 100 100 2057486 2722122 33833 380132 1614147 162003 1463988 1452144 39613015 42918631 43168422 47473129 139195 154637 35000 78204 5524282 5616432 5698477 5849273 X 3817674 4298293 33652271 37325563 37469945 41623856 43168422 47473129 X 2018935 2234122 -99146 X X 0 1 X 1 0 X 2326348 4958820 3863013 3252538 12596306 26997025 2326348 4958820 3863013 3252538 12596306 26997025 11661101 15335924 1192631 1087072 989079 1571464 1523435 6363681 33360706 0.45970 0.68290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 10804628 9691856 4362619 1 1 0 1 X 38044962 1253730 3759279 1679071 137955 1054461 40186484 42567114 2480514 -4684592 1441841 103391 772855 38044962 30456184 2361997 11493180 917113 180273 646861 42567114 29736406 3600509 -1106480 1201735 572516 30456184 30565931 1775595 -1344489 714342 546289 29736406 0.03000 0.97000 0 0 1446044 1446044 168103 162003 6100 1452144 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH CF OF BLOOMINGTON AND MONROE COUNTY BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE PRODUCTION OF INCOME. INCOME ON PERMANENT FUNDS IS USED TO SUPPORT NUMEROUS COMMUNITY CHARITIES. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS 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 THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 1 FRIENDS OF CRAFT INC (DBA STONE AGE INSTITUTE) 1392 W DITTEMORE ROAD GOSPORT IN 474339531 352112461 501(C)(3) 5000000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARMONY SCHOOL PO BOX 1787 BLOOMINGTON IN 474021787 351554219 501(C)(3) 3000000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CONSTELLATION STAGE & SCREEN INC 122 S WALNUT STREET BLOOMINGTON IN 47404 205837886 501(C)(3) 793390 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOOSIER WRESTLING INC (INDIANA WRESTLING RTC) 520 SOUTH WALNUT STREET 3416 BLOOMINGTON IN 47402 351594590 501(C)(3) 196416 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SYCAMORE LAND TRUST INC PO BOX 7801 BLOOMINGTON IN 474077801 351830637 501(C)(3) 107033 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY HEALTH FOUNDATION PO BOX 775589 CHICAGO IL 606775589 356043086 501(C)(3) 102500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON PETS ALIVE INC DBA PETS ALIVE SPAYNEUTER CLINIC 2444 SOUTH WALNUT STREET BLOOMINGTON IN 47401 364516780 501(C)(3) 100000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HEALTHNET FOUNDATION INC 3403 EAST RAYMOND STREET INDIANAPOLIS IN 46203 384090140 501(C)(3) 72010 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB PO BOX 1716 BLOOMINGTON IN 47402 350997525 501(C)(3) 64882 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY FOUNDATION SHOWALTER HOUSE BLOOMINGTON IN 47402 356018940 501(C)(3) 53987 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY UNITED MINISTRIES INC 827 WEST 14TH COURT BLOOMINGTON IN 47404 351313090 501(C)(3) 52572 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY COMMUNITY SCHOOL CORPORATION 315 EAST NORTH DRIVE BLOOMINGTON IN 47401 351145734 501(C)(3) 49350 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CIVIC CHAMPS 642 NORTH MADISON BLOOMINGTON IN 47404 843103661 501(C)(3) 48500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON PARKS & RECREATION FOUNDATION PO BOX 3351 BLOOMINGTON IN 474023351 311209028 501(C)(3) 47389 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BEACON INC PO BOX 451 BLOOMINGTON IN 474020451 743056968 501(C)(3) 42931 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NEW HOPE FAMILY SHELTER INC PO BOX 154 BLOOMINGTON IN 474020154 275077191 501(C)(3) 42368 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE LEMON CONSERVANCY DISTRICT 7599 N TUNNEL ROAD UNIONVILLE IN 47468 351960976 501(C)(3) 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANOPYBLOOMINGTON INC POST OFFICE BOX 5591 BLOOMINGTON IN 47407 862689176 501(C)(3) 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY PUBLIC LIBRARY 303 E KIRKWOOD AVENUE BLOOMINGTON IN 474083534 356000257 501(C)(3) 38580 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RICHLAND BEAN BLOSSOM COMMUNITY SCHOOL CORPORATION 600 SOUTH EDGEWOOD DRIVE ELLETTSVILLE IN 47429 351088650 501(C)(3) 36000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON HOUSING AUTHORITY 1007 NORTH SUMMIT STREET BLOOMINGTON IN 47404 351066737 501(C)(3) 35000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOTUS EDUCATION & ARTS FOUNDATION PO BOX 1667 BLOOMINGTON IN 474021667 351941942 501(C)(3) 34828 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION INC 200 DANIELS WAY BLOOMINGTON IN 474049772 237073977 501(C)(3) 34254 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON FOOD POLICY COUNCIL INC (PEOPLE'S COOPERATIVE MARKET) 642 NORTH MADISON BLOOMINGTON IN 47404 383853415 501(C)(3) 32139 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF MONROE COUNTY 441 S COLLEGE AVENUE BLOOMINGTON IN 47403 350985959 501(C)(3) 31304 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MOTHER HUBBARD'S CUPBOARD 1100 W ALLEN STREET BLOOMINGTON IN 47401 352082414 501(C)(3) 28700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY KITCHEN OF MONROE COUNTY PO BOX 3286 BLOOMINGTON IN 474023286 311101408 501(C)(3) 28203 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY PARKS & RECREATION FOUNDATION INC 501 N MORTON SUITE 100 BLOOMINGTON IN 47404 300081098 501(C)(3) 27172 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC CHARITIES BLOOMINGTON 803 N MONROE STREET BLOOMINGTON IN 47404 350867980 501(C)(3) 25320 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MERCY FOR ANIMALS 8033 SUNSET BLVD SUITE 864 LOS ANGELES CA 90046 542076145 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMPASSION IN WORLD FARMING 211 EAST 43RD STREET 7TH FLOOR NEW YORK NY 10017 461822635 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE HUMANE LEAGUE PO BOX 10476 ROCKVILLE MD 20849 043817491 501(C)(3) 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY HISTORICAL MUSEUM 202 E SIXTH ST BLOOMINGTON IN 474084098 237313245 501(C)(3) 24412 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FARM TO FAMILY FUND PO BOX 1771 BLOOMINGTON IN 474021771 824653056 501(C)(3) 24000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF BLOOMINGTON HAND CITY OF BLOOMINGTON BLOOMINGTON IN 474020100 356000954 501(C)(3) 23807 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NEW LEAF-NEW LIFE 1010 SOUTH WALNUT STREET STE H BLOOMINGTON IN 47401 203168603 501(C)(3) 23529 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON COMMUNITY ORCHARD PO BOX 2298 BLOOMINGTON IN 47402 454704054 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF INDIANAPOLIS ANIMAL CARE & CONTROL FOUNDATION INC 7399 N SHADELAND AVE 117 INDIANAPOLIS IN 46250 320099654 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOLLY'S NEST ANIMAL RESCUE PO BOX 4086 SANFORD NC 273314086 453868224 501(C)(3) 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CENTER FOR SUSTAINABLE LIVING INC PO BOX 1665 BLOOMINGTON IN 474021665 311074237 501(C)(3) 17800 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MIDDLE WAY HOUSE INC PO BOX 95 BLOOMINGTON IN 474020095 237300355 501(C)(3) 17392 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY CASA-COURT APPOINTED SPECIAL ADVOCATES 320 W 8TH ST SUITE 201 BLOOMINGTON IN 47404 263994368 501(C)(3) 16329 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY JUSTICE & MEDIATION CENTER (CJAM) 205 S WALNUT ST STE 16 BLOOMINGTON IN 47404 341798973 501(C)(3) 15750 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WONDERLAB MUSEUM 308 W FOURTH STREET BLOOMINGTON IN 47404 351956521 501(C)(3) 15681 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ROBOBOOSTERS INC 5515 S BORUFF ROAD BLOOMINGTON IN 47403 473385649 501(C)(3) 15327 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COURAGE TO CHANGE SOBER LIVING PO BOX 3001 BLOOMINGTON IN 474023001 813870837 501(C)(3) 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UPLANDS PEAK SANCTUARY INC 6444 FREEDOM ARNEY ROAD FREEDOM IN 474317340 461798261 501(C)(3) 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE PAWERFUL RESCUE 1009 E INTERSTATE 30 SUITE 1007 ROCKWALL TX 750874826 842002733 501(C)(3) 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARBOR CAMPS INC PO BOX 431314 MIAMI FL 33243 264037161 501(C)(3) 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF LAKE MONROE INC POST OFFICE BOX 3145 BLOOMINGTON IN 47402 824844080 501(C)(3) 14384 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY HUMANE ASSOCIATION PO BOX 1334 BLOOMINGTON IN 474021334 356064277 501(C)(3) 14142 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EXODUS REFUGEE IMMIGRATION INC 1401 SOUTH WALNUT STREET BLOOMINGTON IN 47401 351900090 501(C)(3) 13500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHERWOOD OAKS CHRISTIAN CHURCH 2700 E ROGERS RD BLOOMINGTON IN 47401 351555334 501(C)(3) 11000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GEORGE E ARCHER FOUNDATION INC PO BOX 8654 BLOOMINGTON IN 47407 311119276 501(C)(3) 10426 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF MONROE COUNTY 213 EAST KIRKWOOD AVENUE BLOOMINGTON IN 47408 351753977 501(C)(3) 10147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PERSISTERHOOD WORKSHOP INC 1960 SOUTH COOPER ROAD BLOOMINGTON IN 47401 833126927 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOOSIER HILLS FOOD BANK PO BOX 697 BLOOMINGTON IN 474020697 311051402 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RILEY CHILDREN'S FOUNDATION 30 S MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 350868147 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WILDCARE INC 198 N HARTSTRAIGHT ROAD BLOOMINGTON IN 47404 352136105 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE SALVATION ARMY PO BOX 2117 BLOOMINGTON IN 47402 362167910 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY - OFFICE OF RESEARCH ADMINISTRATION PO BOX 78000 DETROIT MI 482780867 356001673 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA CANINE ASSISTANT NETWORK INC (ICAN) 5100 CHARLES COURT SUITE 100 ZIONSVILLE IN 46077 352144155 501(C)(3) 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TEACHERS WAREHOUSE PO BOX 7168 BLOOMINGTON IN 474077168 300195051 501(C)(3) 8550 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOCIETY OF ST VINCENT DE PAUL INC (BLOOMINGTON) 1413 E 17TH STREET BLOOMINGTON IN 47404 135562362 501(C)(3) 8250 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SUCCESS SCHOOL 421 W 6TH ST BLOOMINGTON IN 47404 352066449 501(C)(3) 7413 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON MEALS ON WHEELS INC 2620 N WALNUT ST SUITE 925 BLOOMINGTON IN 47404 310941563 501(C)(3) 7400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON COMMUNITY RADIO INC (WFHB) 108 W 4TH ST BLOOMINGTON IN 47404 310935271 501(C)(3) 7318 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION READABLE ENGLISH LLC 109 VENDOLA DRIVE SAN RAFAEL CA 94903 841846630 501(C)(3) 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON INDIANA INC LOCAL COUNCIL OF WOMEN INC PO BOX 6171 BLOOMINGTON IN 474076171 350992711 501(C)(3) 5848 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BIG BROTHERS BIG SISTERS OF SOUTH CENTRAL INDIANA PO BOX 2534 BLOOMINGTON IN 474022534 351330448 501(C)(3) 5147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HEALTHNET BLOOMINGTON HEALTH CENTER 811 WEST SECOND STREET BLOOMINGTON IN 47403 351579827 501(C)(3) 5147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY-IN DIVISIONAL HQ 6060 CASTLE WAY WEST INDIANAPOLIS IN 46250 362167910 501(C)(3) 5147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PEOPLE AND ANIMAL LEARNING SERVICES INC (PALS) PO BOX 1033 BLOOMINGTON IN 47402 352107038 501(C)(3) 5147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AMERICAN RED CROSS-SOUTHEAST CHAPTER 441 SOUTH COLLEGE AVENUE BLOOMINGTON IN 47403 530196605 501(C)(3) 5147 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 75 0 SCHOLARSHIPS 23 29672 PART I, LINE 2: ORGANIZATION GRANTS ARE AWARDED BASED UPON REQUESTS BY ORGANIZATIONS TO FUND SPECIFIC PURCHASES OR PROGRAMS. ORGANIZATIONS THEN SUBMIT DOCUMENTATION OF PAID EXPENSES WHICH ARE THEN REIMBURSED BY THE FOUNDATION UP TO THE AMOUNT AUTHORIZED. X X 0 0 0 0 0 0 0 0 0 TINA PETERSON PRESIDENT AND CEO 168804 0 0 0 0 0 0 0 5238 0 174042 0 0 0 X 5 114998 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY IS DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED. FORM 990, PART VI, SECTION B, LINE 15 AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -92,150. SPLIT INTEREST AGREEMENT -6,996. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. THE EUPHONIUM FOUNDATION 1666 K STREET NW WASHINGTON DC 20006 300058251 SUPPORTS SPECIFIED CHARITIES WA 501(C)(3) LINE 11A, I 0 REGIONAL OPPORTUNITY INITIATIVES INC 101 W KIRKWOOD AVENUE 321 BLOOMINGTON IN 47404 474832157 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 12B, II COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REGIONAL OPPORTUNITY INITIATIVES INC C 337000 FMV (CASH)