2024-10-04T12:38:18-04:00 2023-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-01-01 351829585 COMMUNITY FOUNDATION OF BOONE COUNTY INC COMM 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 JULIE REAGAN PRESIDENT/CEO 7654820024 2024-09-24 true false THOMAS A ROBERTS P00997867 7652847554 2024-09-24 2023 2024-10-15 13:58:12Z SHAWNA LAKE 102 N LEBANON ST 200 LEBANON IN 46052 4617113 false X WWW.COMMUNITYFOUNDATIONBC.ORG X 1991 IN OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. 15 15 8 100 0 559632 638328 470433 574428 1682000 1423620 3045 9606 2715110 2645982 1103009 1010250 0 381905 382521 0 97768 847884 871418 2332798 2264189 382312 381793 30139633 33645750 1008377 1058293 29131256 32587457 OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. false false 1216486 1010250 574428 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. 1216486 true true false false false true false false false true true false false false true true true false false false false false false true false false false true true false false false false false false false false false false false false false false false false false false true 11 0 8 true 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 X JODI GIETL 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 SHAWNA LAKE CHAIR 1.00 X X 0 0 0 CHRIS HUFFER VICE CHAIR 1.00 X X 0 0 0 LUANNE CLUFF TREASURER 1.00 X X 0 0 0 PAULA HUDSON SECRETARY 1.00 X X 0 0 0 GARY EMMERT DIRECTOR 1.00 X 0 0 0 JOSH FROST DIRECTOR 1.00 X 0 0 0 ANGIE LEARY DIRECTOR 1.00 X 0 0 0 KATIE MOORE DIRECTOR 1.00 X 0 0 0 CHAD PERDUE DIRECTOR 1.00 X 0 0 0 SARAH PRINCE DIRECTOR 1.00 X 0 0 0 JOHN SCHMIDT DIRECTOR 1.00 X 0 0 0 JOAN SOLLER DIRECTOR 1.00 X 0 0 0 JESSICA STOKELY DIRECTOR 1.00 X 0 0 0 BRAD THOMAS DIRECTOR 1.00 X 0 0 0 DAVID YARASCHEFSKI DIRECTOR 1.00 X 0 0 0 JULIE REAGAN PRESIDENT/CE 40.00 X 84235 0 0 84235 false false false 638328 11611 638328 ADMINISTRATIVE FEES 900099 574428 574428 574428 1334952 1334952 2059799 1971131 88668 88668 88668 OTHER INCOME 900099 9606 9606 9606 2645982 663096 1344558 689175 689175 321075 321075 88164 39409 32822 15933 259059 115798 96442 46819 9107 4071 3390 1646 26191 11707 9750 4734 9467 9467 28957 28957 71572 71572 35085 35085 15916 2968 5258 7690 48220 48220 28262 9326 9610 9326 6175 6175 8352 8352 13366 13366 9240 9240 ADMINISTRATIVE FEES 562621 562621 PROGRAM EXPENSES 14616 14616 SCHOLARSHIP ADMIN 8341 8341 REPAIRS AND MAINTENANCE 5783 5783 5445 5445 2264189 1216486 949935 97768 831278 561933 38495 16498 36672 11435 123377 95406 36686 27971 29195937 33027348 565 565 30139633 33645750 9349 17363 359600 378228 639428 662702 1008377 1058293 X 579489 644967 28551767 31942490 29131256 32587457 30139633 33645750 X 381793 3048526 25882 X false true X true false X 937487 2413100 1375091 529588 637862 5893128 937487 2413100 1375091 529588 637862 5893128 935576 4957552 879671 680160 1053151 1214350 1307695 5135027 73788 2080 500 3045 9606 89019 11117174 2321260 0.44590 0.45830 X PART II, LINE 10 OTHER INCOME 89,019 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 1 47981 57892 75069 46415 2510117 14324 true true 28905982 477140 4463363 1050488 472088 32323909 34746826 124338 -4391815 1103009 470358 28905982 31285742 1265765 3633390 934073 503998 34746826 28314300 1701084 2433353 700425 462570 31285742 24676059 855905 3689945 563921 363239 28294749 0.85010 0.14990 false false 123377 95406 27971 27971 AGENCY FUNDS 646204 RIGHT OF USE LIABILITY 16498 662702 X 5614854 3048526 71153 3119679 2495175 71572 79235 150807 2645982 2158653 2158653 71572 33964 105536 2264189 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS AND SCHOLARSHIPS 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 2020, 2021, AND 2022 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 CSV OF LIFE INSURANCE POLICIES 14,055 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 57,098 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 79,235 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 33,964 X X X false true BOONE COUNTY MENTORING PARTNERSHIP PO BOX 215 LEBANON IN 46052 475012451 501C3 29816 NEW POSITION/OPER BOONE COUNTY SENIOR SERVICES 515 CROWN POINT DR LEBANON IN 46052 351445498 501C3 28261 OPERATING SUPPORT BOONE COUNTY 4-H CLUB INC 1300 EAST 100 SOUTH LEBANON IN 46052 351068869 501C3 8742 ANNUAL DISTRIBUTION BOYS AND GIRLS CLUB OF BOONE COUNTY 1575 MULBERRY STREET ZIONSVILLE IN 46077 351750659 501C3 15041 OPERATING SUPPORT CENTER STAGE COMMUNITY THEATER 604 W POWELL LEBANON IN 46052 351966885 501C3 10356 OPERATING SUPPORT GIRLS ON THE RUN OF CENTRAL INDIANA PO BOX 104 FISHERS IN 46038 274418367 501C3 5400 SCHOLARSHIPS GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 15000 MOBILE PANTRY PROGAM HABITAT FOR HUMANITY OF BOONE COUNT PO BOX 5015 ZIONSVILLE IN 46077 351620989 501C3 10500 COMMUNITY BUILD HERD OF HOPE EQUINE-ASSISTED THERAPIES PO BOX 721 ZIONSVILLE IN 460770721 352056736 501C3 5325 EQUIPMENT HUMANE SOCIETY FOR BOONE COUNTY 5366 S INDIANAPOLIS RD WHITESTOWN IN 46075 261122066 501C3 16899 OPERATING SUPPORT HUSSEY-MAYFIELD MEMORIAL PUBLIC LIBRARY FOUNDATION 250 NORTH FIFTH STREET ZIONSVILLE IN 46077 352089927 501C3 27500 OPERATING SUPPORT ILADD INC 1393 W OAK STREET ZIONSVILLE IN 46077 843667289 501C3 13078 PROGRAM SUPPORT IMMIGRANT WELCOME CENTER 40 E ST CLAIR STREET INDIANAPOLIS IN 46204 203222424 501C3 10000 TRAINING INDIANA DIAPER BANK 2818 E 55TH ST INDIANAPOLIS IN 46220 825289150 501C3 20710 OPERATING SUPPORT INDY HYGIENE HUB PO BOX 3544 CARMEL IN 460823544 472678685 501C3 15000 OPERATING SUPPORT JAMESTOWN CHRISTIAN CHURCH PO BOX 147 900 N LEBANON ST JAMESTOWN IN 46147 331189871 501C3 8774 FOOD PANTRY JAMESTOWN COMMUNITY PARTNERSHIP PO BOX 163 JAMESTOWN IN 46147 474590793 501C3 14000 PROGRAM SUPPORT JAMESTOWN PARKS DEPARTMENT PO BOX 165 JAMESTOWN IN 46147 GOV 25000 PLAYGROUND RENEWAL LEBANON EDUCATIONAL FOUNDATION 1005 HENDRICKS DR LEBANON IN 46052 351804498 501C3 6976 OPERATING SUPPORT LEBANON ROTARY CLUB PO BOX 42 LEBANON IN 46052 237070192 501C3 7000 EDUCATION PROGRAMS MAPLELAWN FARMSTEAD INC PO BOX 355 ZIONSVILLE IN 46077 522454295 501C3 10120 PROGRAM SUPPORT MENTAL HEALTH AMERICA IN BOONE CO 1122 N LEBANON ST STE A LEBANON IN 46052 351078402 501C3 13921 PROGRAMS/OPERATING PATRICK HENRY SULLIVAN FOUNDATION 225 W HAWTHORNE STREET ZIONSVILLE IN 46077 237080289 501C3 10759 OPERATING SUPPORT PLEASANT TOWNSHIP 502 S MAPLE STREET KOUTS IN 46347 GOV 13500 POOL IMPROVEMENTS RACHELS FIRST WEEK PO BOX 556 ZIONSVILLE IN 46077 832503814 501C3 8400 PROGRAM SUPPORT SAGAMORE STUDENT LEADERSHIP INITIATIVE INC PO BOX 34558 INDIANAPOLIS IN 462340558 270539002 501C3 118014 ANNUAL DISTRIBUTION SENIOR CITIZENS INC LEBANON 707 S LEBANON STREET LEBANON IN 46052 270123851 501C3 6000 ANNUAL DISTRIBUTION SYLVIA'S CHILD ADVOCACY CENTER 218 E WASHINGTON ST LEBANON IN 46052 371607071 501C3 11410 PROGRAMS/OPERATING THE CABIN COUNSELING AND RESOURCE CENTER 220 S ELM STREET ZIONSVILLE IN 46077 271134733 501C3 8100 PROGRAM/PROJECT THE CARING CENTER 1230 RANSDELL CT LEBANON IN 46052 311188383 501C3 10000 PROGRAM SUPPORT WESTERN BOONE EDUCATION FOUNDATION 1201 N SR 75 THORNTOWN IN 46071 351096251 501C3 18614 ANNUAL DISTRIBUTION WITHAM FAMILY YMCA 2791 N LEBANON ST LEBANON IN 46052 350868211 501C3 10500 PROGRAMS/OPERATING ZIONSVILLE CENTER FOR ART HISTORY AND GENEOLOGY INC 225 WEST HAWTHORNE ST ZIONSVILLE IN 46077 264289567 501C3 5845 OPERATING SUPPORT ZIONSVILLE EDUCATION FOUNDATION 900 MULBERRY ST ZIONSVILLE IN 46077 300024279 501C3 19840 ANNUAL DISTRIBUTION 34 SCHOLARSHIPS 120 321075 SCHEDULE I, PAGE 1, PART I, LINE 2 WHEN CFBC MAKES A GRANT, WE VERIFY THE GRANTEE ORGANIZATION'S CHARITABLE STATUS AND THAT THE GRANTEE IS COMPLIANT WITH ALL CONDITIONS AND GRANT REPORTING REQUIREMENTS OF PREVIOUS GRANTS. A GRANT LETTER ACCOMPANIES EACH GRANT PAYMENT THAT INCLUDES THE GRANT PURPOSE AND REPORTING REQUIREMENTS, AND COMPETITIVE GRANTS ALSO REQUIRE A SIGNED GRANT AGREEMENT. THE PAYMENT LETTER ALSO STATES THAT THE GRANT FUNDS MUST BE USED SOLELY FOR THE STATED, CHARITABLE PURPOSE(S) AND THAT ANY PORTION OF THE GRANT NOT USED FOR THAT PURPOSE MUST BE REPAID TO THE FOUNDATION UNLESS AN AMENDED GRANT PURPOSE IS AUTHORIZED BY THE FOUNDATION IN WRITING. FORM 990, PAGE 6, PART VI, LINE 11B FOLLOWING A DETAILED REVIEW BY THE CEO AND CONTROLLER, THE FORM 990 WILL BE DISTRIBUTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C IF A FOUNDATION EMPLOYEE, BOARD OR COMMITTEE MEMBER IS INVOLVED IN A DISCUSSION REGARDING A NONPROFIT OR BUSINESS ENTITY WITH WHICH HE OR SHE HAS AN AFFILIATION, HE OR SHE SHOULD: MAKE A STATEMENT OF DISCLOSURE OF THE AFFILIATION, BE AVAILABLE FOR DISCUSSION OF THE ORGANIZATION, AND RECUSE HIMSELF OR HERSELF FROM ANY VOTE REGARDING THE ORGANIZATION. CONFLICT OF INTEREST DISCLOSURE FORMS ARE FILLED OUT ANNUALLY BY ALL EMPLOYEES, BOARD MEMBERS AND COMMITTEE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS NO COMPENSATION PAID TO THE DIRECTORS AND OFFICERS OF THE COMMUNITY FOUNDATION OF BOONE COUNTY; ALL OF THEM ARE INDEPENDENT VOLUNTEERS. THE COMPENSATION FOR THE PAID STAFF, INCLUDING THE PRESIDENT/CEO, IS REVIEWED BY THE PERSONNEL SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE (UTILIZES BENCHMARKING DATA FROM OTHER COMMUNITY FOUNDATIONS AND CHARITABLE ORGANIZATIONS). A RECOMMENDATION IS THEN MADE TO THE EXECUTIVE COMMITTEE WHICH CONDUCTS A FURTHER REVIEW AND ANALYSIS OF THE PROPOSED COMPENSATION AND BENEFITS BEFORE MAKING A RECOMMENDATION TO THE FULL BOARD. FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION OF BOONE COUNTY, 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 ALSO AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990 IS ALSO AVAILABLE IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CSV OF LIFE INSURANCE POLICIES 14,055 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 57,098 AGENCY FUND REVENUE -79,235 AGENCY FUND EXPENSES 33,964 TOTAL 25,882