2025-08-26T15:11:14-05:00 2024-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2024-01-01 351847297 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC COMM 8122653327 PO BOX 306 MADISON IN 47250 WILLIAM E BARNES JR PRESIDENT & CEO 8122653327 2025-08-25 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2025-08-25 2024 2025-03-06 01:10:19Z WILLIAM E BARNES JR PO BOX 306 MADISON IN 47250 7119435 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. 10 10 4 40 0 0 1846180 2745801 18266 21659 1840246 2725933 0 0 3704692 5493393 1129050 1267229 0 0 320058 344929 0 0 163040 329581 347339 1778689 1959497 1926003 3533896 40554645 44631568 2848062 2844678 37706583 41786890 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 1600288 1267229 21659 GRANTS MADE TO LOCAL CHARITIES AND OTHER NON-PROFIT ORGANIZATIONS AND ESTABLISHMENT AND MAINTENANCE OF ENDOWMENT FUNDS. 1600288 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 0 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 10 10 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 JD WEBSTER 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 TANNER MAHONEY BOARD MEMBER 1.00 X 0 0 0 BETH LICHLYTER CHAIR 2.00 X X 0 0 0 JENNY DARNOLD VICE-CHAIR 2.00 X X 0 0 0 PHIL MCKAY TREASURER 2.00 X X 0 0 0 DEVON SHARPE SECRETARY 2.00 X X 0 0 0 WILLIAM E BARNES JR PRESIDENT & CEO 40.00 X 137184 0 18431 137184 0 18431 1 0 1 0 0 2745801 2745801 PROGRAM SERVICE REVENUE 900099 12018 12018 MANAGEMENT FEE REVENUE 900099 9641 9641 21659 1643565 1643565 2708410 1626042 1082368 1082368 1082368 5493393 21659 0 2725933 1060838 1060838 206391 206391 155616 64755 50630 40231 171287 71276 55729 44282 18026 7501 5865 4660 14600 14600 121424 121424 75001 22500 22501 30000 11857 4400 2370 5087 32140 12856 12856 6428 7787 389 7009 389 2436 974 975 487 7000 350 6300 350 39094 15638 7818 15638 DONOR DEVELOPMENT 22308 6692 4462 11154 ANNUAL MEETING EXPENSE 5214 2086 1042 2086 REPAIRS & MAINTENANCE 3266 163 2940 163 MISCELLANEOUS 2770 1108 554 1108 2442 947 518 977 1959497 1600288 196169 163040 557678 1063698 189806 69936 353 353 353085 135335 224750 217750 39582058 43279831 40554645 44631568 3653 1293 2150 1447495 1531647 1396914 1309588 2848062 2844678 X 676744 778482 37029839 41008408 37706583 41786890 40554645 44631568 X 3533896 713201 -166790 X X 0 1 X 1 0 X 790876 1311411 3831137 1846180 2745801 10525405 790876 1311411 3831137 1846180 2745801 10525405 2186446 8338959 580011 1195381 1061233 1203042 1643565 5683232 16208637 0.51450 0.56720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 134154 271140 7584908 1 1 0 1 X 38209083 2671291 3302683 1193640 518480 42470937 33126420 1639753 4958402 1070887 444605 38209083 35029879 3732920 -4181315 1053769 401295 33126420 29320858 1293018 5718123 903338 398782 35029879 27380412 522176 2594297 865951 310076 29320858 0.00000 0.96000 0.04000 0 0 20000 20000 280000 82250 197750 53085 53085 0 217750 ANNUITY INCOME RESERVE 1309588 1309588 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, 2024 AND 2023, 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 CITY OF MADISON 101 W MAIN STREET MADISON IN 47250 356001100 GOVERNMENT 112713 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF THE OHIO THEATRE PO BOX 7 MADISON IN 47250 811626727 501C3 70000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HISTORICAL SOCIETY 615 WEST FIRST STREET MADISON IN 47250 237422529 501C3 42975 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIRST CHRISTIAN CHURCH 512 W MAIN STREET MADISON IN 47250 201102017 501C3 42975 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHRIST EPISCOPAL CHURCH 506 MULBERRY ST MADISON IN 47250 351382801 501C3 36700 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 35400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTHEASTERN MEDICAL ALLIANCE PO BOX 305 MADISON IN 47250 352155107 501C3 35000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DAUGHTERS OF THE AMERICAN REVOLUTION JOHN PAUL CHAPTER 720 W SECOND ST MADISON IN 47250 356042036 501C3 27000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRINCE OF PEACE CATHOLIC SCHOOLS 305 W STATE STREET MADISON IN 47250 351120914 501C3 26000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON RIVERFRONT DEVELOPMENT CORP PO BOX 1279 MADISON IN 47250 351639867 501C3 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF HANOVER PO BOX 288 HANOVER IN 47243 356004876 GOVERNMENT 25000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON AREA ARTS ALLIANCE PO BOX 322 MADISON IN 47250 464138652 501C3 22900 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPRINGDALE CEMETERY ASSOCIATION PO BOX 131 MADISON IN 47250 900804691 501C3 21392 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON-JEFFERSON CO HUMANE SOCIETY PO BOX 257 MADISON IN 47250 351855559 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GIRLS INC OF JEFFERSON COUNTY 109 WEST THIRD STREET MADISON IN 47250 351309946 501C3 17100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTON KING'S DAUGHTERS' HEALTH 1373 EAST STATE ROAD 62 MADISON IN 47250 202148950 501C3 15500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC MADISON INC 301 WEST SECOND STREET MADISON IN 47250 351833602 501C3 15000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY PUBLIC LIBRARY 420 WEST MAIN STREET MADISON IN 47250 351116855 GOVERNMENT 14400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFETIME RESOURCES INC 13091 BENEDICT DRIVE DILLSBORO IN 47018 352076514 501C3 13914 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRACEWORKS LUTHERAN HOUSING - HOPE COMMUNITY 2020 CRAGMONT ST MADISON IN 47250 311325271 501C3 13352 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY- MADISON INDIANA CITADEL PO BOX 222 MADISON IN 47250 132923701 501C3 12700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF CLIFTY FALLS STATE PARK PO BOX 1151 MADISON IN 47250 872072662 501C3 12300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RIVER VALLEY RESOURCES INC 100 E 2ND STREET E MADISON IN 47250 351820770 501C3 12000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTHWESTERN JEFFERSON COUNTY SCHOOL CORPORATION 239 S MAIN CROSS STREET HANOVER IN 47243 356006827 501C3 10000 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 9800 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY YOUTH SHELTER INC PO BOX 444 MADISON IN 47250 351606865 501C3 8000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED JR HIGH SCHOOL 701 EIGHTH ST MADISON IN 47250 356002609 GOVERNMENT 7700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC HOOSIER HILLS RC&D PO BOX 407 VERSAILLES IN 47042 237438274 501C3 7400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BIG BROTHERS BIG SISTERS OF SOUTHEAST INDIANA 121 N CHESTNUT ST SEYMOUR IN 47274 320156597 501C3 7214 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON-JEFFERSON CO HUMANE SOCIETY PO BOX 257 MADISON IN 47250 351855559 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED SCHOOL CORP EDUCATION FOUNDATION 2421 WILSON AVE MADISON IN 47250 465005913 501C3 6600 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY VETERANS COUNCIL PO BOX 302 HANOVER IN 47243 351862991 501C3 6368 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY PRESERVATION COUNCIL 718 E SECOND ST MADISON IN 47250 351988373 501C3 6300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ANNIE'S FUND 714 WEST STREET MADISON IN 47250 270117936 501C3 6200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE FREEDOM CENTER INC 419 EAST STREET MADISON IN 47250 873948958 501C3 5500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SAFE PASSAGE INC PO BOX 235 BATESVILLE IN 47006 352056072 501C3 5210 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HANOVER HAPPY HOLIDAYS INC 2612 FRANKS DR MADISON IN 47250 920487807 501C3 5200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 37 0 SCHOLARSHIP 81 206391 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 132384 0 4800 0 0 0 5776 0 12655 0 155615 0 0 0 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 -84,152. CHANGE IN CHARITABLE GIFT ANNUITY -82,638. 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 19938 221116 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC