2025-07-23T16:20:08-05:00 2024-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-01-01 237016089 INDIANAPOLIS - MARION COUNTY PUBLIC LIBRARY FOUNDATION INC INDI 3172754700 PO BOX 6134 INDIANAPOLIS IN 462066134 ROBERTA JAGGERS FOUNDATION PRESIDENT 3172754700 2025-07-23 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-07-23 2024 2025-03-06 01:10:19Z THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION ROBERTA JAGGERS PO BOX 6134 INDIANAPOLIS IN 462066134 5440886 0 X INDYPLFOUNDATION.ORG X 1969 IN SEE SCHEDULE O.PARTNER WITH DONORS TO ENRICH LIVES, FOSTER LIFELONG LEARNING AND ENGAGE OUR DIVERSE COMMUNITY THROUGH THE INDIANAPOLIS PUBLIC LIBRARY. 20 20 10 59 0 0 2026214 2210506 0 0 351971 878357 216753 202052 2594938 3290915 2257077 2000110 0 0 772991 788668 0 0 499795 266214 277067 3296282 3065845 -701344 225070 24211070 26195377 43154 55892 24167916 26139485 X PARTNER WITH DONORS TO ENRICH LIVES, FOSTER LIFELONG LEARNING AND ENGAGE OUR DIVERSE COMMUNITY THROUGH THE INDIANAPOLIS PUBLIC LIBRARY. 0 0 727803 717803 PROGRAMS AND OUTREACH EFFORTS ARE DESIGNED TO HELP CHILDREN BECOME MORE CAPABLE, ENTHUSIASTIC READERS AND TO SUPPORT HEALTHY SOCIAL, EMOTIONAL, AND PHYSICAL DEVELOPMENT. OFFERED AT ALL 25 LIBRARY LOCATIONS THROUGHOUT THE CITY, THESE PROGRAMS ARE HIGHLY ACCESSIBLE AND REACH UNDERSERVED AUDIENCES, AS 21% OF MARION COUNTY CHILDREN YOUNGER THAN 18 LIVE IN POVERTY. EXAMPLES OF MAJOR CHILDREN'S PROGRAMS THE FOUNDATION FUNDS ARE: SUMMER READING PROGRAM: THIS PROGRAM, WHICH REWARDS CHILDREN FOR READING OVER THE SUMMER MONTHS, ENROLLS 22,000 YOUTH PARTICIPANTS WHO READ MORE THAN 16 MILLION MINUTES. ITS GOAL IS TO COUNTER SUMMER LEARNING LOSS. ON THE ROAD TO READING: EACH MONTH, THE LIBRARY PROVIDES STORY PROGRAMS TO APPROXIMATELY 60 HOME AND FAITH-BASED DAYCARES IN LOW- AND MODERATE-INCOME AREAS. EACH SESSION CONSISTS OF A STORY PROGRAM AND A DELIVERY OF BAGS FILLED WITH PICTURE BOOKS FOR CHILDREN TO ENJOY BETWEEN VISITS, AS WELL AS EARLY LITERACY PROFESSIONAL DEVELOPMENT FOR CHILDCARE PROVIDERS. PRESCHOOL PACKAGED PROGRAMS: PRESCHOOL CHILDREN ENGAGE IN LEARNING THROUGH INTERACTIVE ACTIVITIES. PRESCHOOL PROGRAMS ALLOW CHILDREN AND PRESCHOOLERS TO EXPERIENCE ART, MUSIC, SPORTS AND MORE. READING READY TIME VIDEOS OFTEN ENGAGE MANY OF THE SAME PRESENTERS TO DO RECORDED PROGRAMS FOR CHILDCARE CENTERS AND CLASSROOMS THAT CANNOT ATTEND IN-PERSON PROGRAMS. EARLY LITERACY STAFF: PRIVATE FUNDS SUPPORT THE LIBRARY'S HERBERT SIMON EARLY LITERACY SPECIALIST WHO OVERSEES AND EVALUATES CHILDHOOD LITERACY PROGRAMMING, AS WELL AS PART-TIME OUTREACH STAFF WHO IMPLEMENT ON THE ROAD TO READING. FALL FEST: HOSTED IN OCTOBER, THIS ANNUAL FESTIVAL CREATES A POSITIVE ATMOSPHERE THAT ENCOURAGES READING AND LITERACY FOR FAMILIES. LOCAL STUDENTS GRADES 7-12 ARE INVITED TO SUBMIT POEMS BASED ON THE ANNUAL THEME. TEN TEENS ARE THEN SELECTED TO READ THEIR POEMS FOR THE FALL FEST AUDIENCE. THIS EVENT ALSO FEATURES AN AFRICAN AMERICAN KEYNOTE SPEAKER WHO SERVES AS AN INSPIRATIONAL ROLE MODEL FOR TEEN ATTENDEES AS WELL AS OTHER INTERACTIVE SESSIONS. BUNNY BAGS: BUNNY BAGS ARE BAGS FULL OF AGE-APPROPRIATE PICTURE BOOKS FOR EARLY READERS THAT CAN BE CHECKED OUT BY BOTH INDIVIDUALS AND CHILDCARE CENTERS. 644925 644925 THE FOUNDATION FUNDS SPECIAL COLLECTIONS AND TECHNOLOGY TO HELP THE LIBRARY PROVIDE RESOURCES FOR PATRONS. MAJOR EXAMPLES INCLUDE: MARION COUNTY INTERNET LIBRARY: A COLLECTION OF ONLINE DATABASES THE LIBRARY ADMINISTERS AND SHARES WITH THE PUBLIC, HIGH SCHOOL MEDIA CENTERS, AND UNIVERSITY LIBRARIES THROUGHOUT THE CITY. ENCYCLOPEDIA OF INDIANAPOLIS: THE LIBRARY CONTINUES DEVELOPING AND EXPANDING THIS INTERACTIVE ONLINE RESOURCE ABOUT INDIANAPOLIS' PAST AND PRESENT. DEVICE LENDING: TO HELP BRIDGE THE DIGITAL DIVIDE, THE FOUNDATION SUPPORTS DEVICE LENDING AT SEVERAL LIBRARY LOCATIONS ACROSS THE CITY. LIBRARY PATRONS CAN CHECK OUT WI-FI HOTSPOTS, CHROMEBOOKS OR BOTH TO USE AT HOME FOR JOB SEARCHES, EDUCATIONAL NEEDS AND MORE. 270407 270407 THE FOUNDATION FUNDS LIBRARY PROGRAMS THAT HIGHLIGHT THE CULTURES AND COMMUNITIES IN INDIANAPOLIS. SOME EXAMPLES OF MAJOR PROGRAMS INCLUDE: MEET THE ARTISTS: THIS TWO-MONTH EXHIBITION OF LOCAL AND REGIONAL BLACK ARTISTS CELEBRATES AFRICAN AMERICAN CULTURE AND HERITAGE. THE EXHIBIT'S WELL-ATTENDED GALA FEATURES LIVE PERFORMANCES, A FASHION SHOW AND AN OPPORTUNITY TO SPEAK WITH THE FEATURED ARTISTS. CONCERT SERIES: MUSICIANS FROM LOCAL ENSEMBLES PERFORM CONCERTS THROUGHOUT THE YEAR AT CENTRAL LIBRARY AND SELECT BRANCHES, EXPOSING PATRONS TO A VARIETY OF MUSICAL STYLES. CENTER FOR BLACK LITERATURE & CULTURE: A DEDICATED SPACE AT CENTRAL LIBRARY CELEBRATES THE VIBRANT HERITAGE AND TRIUMPHS OF THOSE BORN OF AFRICAN ROOTS WHILE PROVIDING A PLACE FOR ALL WHO ARE INTERESTED IN EXPLORING THIS RICH CULTURE THROUGH COLLECTIONS, RESOURCES, AND PROGRAMS. WORLD LANGUAGE PROGRAMS: NON-NATIVE ENGLISH SPEAKERS CAN IMPROVE THEIR LITERACY SKILLS THROUGH SEVERAL PROGRAMS, INCLUDING PATHWAYS TO LITERACY AND CONVERSATION CIRCLES. SOCIAL WORK: THE SOCIAL WORK TEAM PROVIDES REFERRALS FOR SOCIOECONOMICALLY DISADVANTAGED PATRONS TO RESOURCES AND ORGANIZATIONS GEARED TOWARD LOW-INCOME HOUSEHOLDS, OFFERING ASSISTANCE FOR HOUSING, TRANSPORTATION, BASIC NEEDS, MENTAL HEALTH, AND MORE. 487532 366975 THE FOUNDATION FUNDS PROGRAMS THAT BOLSTER WORKPLACE SKILLS, OFFER TRAINING ON THE LATEST TECHNOLOGY, PROVIDE OUTLETS FOR PURSUING HOBBIES, EXPLORING TOPICS OF INTEREST, AND GATHERING WITH FELLOW COMMUNITY MEMBERS. SOME MAJOR EXAMPLES OF PROGRAMS INCLUDE: JOB CENTER: ADULTS NEEDING SUPPORT IN JOB SEARCHES, RESUME WRITING AND MORE CAN MEET WITH DEDICATED STAFF AT THE EAST THIRTY-EIGHTH STREET BRANCH FOR ASSISTANCE. DIGITAL LITERACY: PROGRAMS INCLUDE COMPUTER CLASSES TAUGHT IN SPANISH AND ENGLISH, AS WELL AS WORKSHOPS AT A VARIETY OF SKILL LEVELS FOR ADULTS TO EXPLORE CODING. SEED LIBRARY: PATRONS INTERESTED IN LEARNING MORE ABOUT GARDENING CAN RECEIVE FREE FLOWER, FRUIT, VEGETABLE, AND HERB SEEDS FROM THEIR LOCAL LIBRARY BRANCH. IN 2024, ALMOST 95,000 SEED PACKETS WERE DISTRIBUTED THROUGHOUT THE INDYPL NETWORK. VARIOUS WORKSHOPS ON GARDENING, COOKING, PERSONAL FINANCE, AND HEALTH ARE EXAMPLES OF OTHER LIFELONG LEARNING OPPORTUNITIES PROVIDED BY THE LIBRARY AND FUNDED BY THE FOUNDATION. THE FOUNDATION ALSO PROVIDES SUPPORT FOR INDIVIDUAL LIBRARY LOCATIONS (CENTRAL LIBRARY AND EACH BRANCH), AND OTHER ENHANCEMENTS TO LIBRARY PROGRAMS. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT FOR PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LIBRARY STAFF, AS WELL AS FUND ACTIVITIES TO SHOW APPRECIATION FOR LIBRARY VOLUNTEERS AND STAFF FOR THEIR CONTRIBUTIONS AND EFFORTS THROUGHOUT THE YEAR. 487532 366975 2130667 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 6 0 1 10 1 0 0 0 0 0 1 1 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 0 0 IN X X DENISE ELKINS 3172754700 2450 N MERIDIAN STREET INDIANAPOLIS IN 462085732 BRAD HOLTZ CHAIR 1.00 X X 0 0 0 KERI JETER LEWIS VICE CHAIR 1.00 X X 0 0 0 AMPARO DE LA PENA SECRETARY 1.00 X X 0 0 0 BERTHRAN UGEH TREASURER 1.00 X X 0 0 0 ANGELA MAGER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 RAYMOND BIEDERMAN EX-OFFICIO, LIBRARY BOARD 1.00 X 0 0 0 DEBORA BROWN BOARD MEMBER 1.00 X 0 0 0 MARCIO DONATELLI BOARD MEMBER 1.00 X 0 0 0 BRUCE J GLOR BOARD MEMBER 1.00 X 0 0 0 MICHAELA GRAHAM BOARD MEMBER 1.00 X 0 0 0 DENISE HERD BOARD MEMBER 1.00 X 0 0 0 SHERRI C LAUVER BOARD MEMBER 1.00 X 0 0 0 VISHAL LODHA BOARD MEMBER 1.00 X 0 0 0 SUZANN LUPTON BOARD MEMBER 1.00 X 0 0 0 PAUL PEAPER BOARD MEMBER 1.00 X 0 0 0 ROBIN REAGAN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SCHUERMAN BOARD MEMBER 1.00 X 0 0 0 KATY STRADER BOARD MEMBER 1.00 X 0 0 0 ZACH WILLS BOARD MEMBER 1.00 X 0 0 0 GREGORY HILL EX-OFFICIO, LIBRARY CEO 1.00 X X 0 0 0 ROBERTA KNICKERBOCKER JAGGERS FOUNDATION PRESIDENT 40.00 X 164406 0 34990 DENISE ELKINS OFFICE MANAGER 40.00 X 94277 0 27710 258683 0 62700 1 0 1 0 0 63302 2147204 257664 2210506 533188 533188 2455092 2109923 345169 345169 345169 29493 63302 40019 -10526 -10526 212607 29 212578 212578 3290915 212578 0 867831 2000110 2000110 321382 32138 175119 114125 321865 32187 59000 230678 27947 2795 6901 18251 70976 7098 15459 48419 46498 4650 15792 26056 32475 32475 39911 39911 39152 36596 2556 2322 2322 62938 24164 38774 1232 1232 8200 8200 1548 1548 8459 8459 RECOGNITIONS 51689 51689 DONOR CULTIVATION 14212 14212 MISCELLANEOUS 10662 10662 AWARDS & RECOGNITIONS 3170 3170 1097 1097 3065845 2130667 435383 499795 837191 988866 2120017 2398090 221065 161085 41164 40697 24058 45852 202735 200483 3800 2252 10301703 11136504 10662072 11422031 24211070 26195377 43154 55892 43154 55892 X 4439983 4860344 19727933 21279141 24167916 26139485 24211070 26195377 X 225070 479947 1266552 X X 0 1 X 1 0 X 1946570 2694614 1637715 2026214 2210506 10515619 1946570 2694614 1637715 2026214 2210506 10515619 470829 10044790 270129 502022 318777 339155 533188 1963271 12478890 1000376 0.80490 0.77270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12928263 60232 1507177 661687 13833985 12145071 89889 1327303 634000 12928263 14150304 159048 -1555573 608708 12145071 11653832 59283 2910216 473027 14150304 10840326 60893 1093912 341299 11653832 0.00840 0.62630 0.36530 1 0 202735 200483 2252 2252 DUE FROM LIBRARY 20053 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 11401978 11422031 X 5055498 479947 17947 1306600 1804494 3251004 39911 39911 3290915 3083929 17947 40048 57995 3025934 39911 39911 3065845 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO FUND EARLY CHILDHOOD LITERACY INITIATIVES, ESPECIALLY THOSE THAT REACH UNDERSERVED YOUTH; INITIATIVES TO ENGAGE ADULTS IN LIFELONG LEARNING, ESPECIALLY IN THE AREAS OF BRIDGING THE DIGITAL DIVIDE, ENHANCING WORK AND JOB SEARCH SKILLS; AUTHOR LECTURES, EXHIBITS, COMMUNITY DISCUSSIONS, CONCERT SERIES, ETC.; CHILDREN'S MATERIALS, TECHNOLOGY AND PROGRAMMING; STAFF DEVELOPMENT; EDUCATIONAL OPPORTUNITIES FOR ALL; AND TEEN INITIATIVES. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION OTHER THAN A PRIVATE FOUNDATION, AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. 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 DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,266,552. COST OF GOODS SOLD 29. SPECIAL EVENT EXPENSE 40,019. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29. SPECIAL EVENT EXPENSE 40,019. CIRCULATE 2024 92795 63302 29493 1712 1037 23001 4780 9489 92795 63302 29493 1712 1037 23001 4780 9489 40019 -10526 1 INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY 2450 N MERIDIAN ST INDIANAPOLIS IN 46208 356062066 GOVT 1818745 181365 FMV MATERIALS FUNDING FOR VARIOUS LIBRARY PROGRAMS 1 0 PART I, LINE 2: THE FOUNDATION STAFF MAINTAINS A CASH FLOW ON THE TIMING AND AMOUNTS OF FUNDS TO DISBURSE AND FOLLOWS UP WITH THE LIBRARY ON THE AMOUNT OF FUNDS USED. X X X 0 0 0 0 0 0 0 0 0 ROBERTA KNICKERBOCKER JAGGERS FOUNDATION PRESIDENT 164406 0 0 0 0 0 16441 0 18549 0 199396 0 0 0 X 3446 FMV X 10 67803 FMV X TICKETS 1 174800 FMV X SILENT AUCTION 52 11326 FMV X VIRTUAL PUNCH PASSES 1 160 FMV X MATERIALS 2 130 FMV 0 1 1 PART I, LINE 32B: A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED FORM 990, PART V, LINE 2A THE ORGANIZATION UTILIZES WORKSMART SYSTEMS, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), AS A CO-EMPLOYER RELATIONSHIP. ALL EMPLOYEE AND EMPLOYER TAX FILINGS ARE ISSUED BY WORKSMART SYSTEMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS UPLOADED TO BOARDEFFECT (THE FOUNDATION'S BOARD PORTAL) FOR MEMBERS OF THE FINANCE & AUDIT COMMITTEE TO REVIEW AND APPROVE; THE MEMBERS OF THE BOARD ARE PROVIDED THE FORM 990 VIA BOARDEFFECT FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION, ON AN ANNUAL BASIS, DISTRIBUTES A CONFLICT OF INTEREST POLICY AND DISCLOSURE OF CONFLICTS. THE CONFLICT OF INTEREST STATEMENT ALLOWS DIRECTORS TO DISCLOSE POTENTIAL CONFLICTS WITH EACH OTHER, AS DEFINED BY OUR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEYS AND STUDIES AND IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UPON VERBAL OR WRITTEN REQUEST, THE FOUNDATION WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS VIA MAIL, FAX, OR E-MAIL. FORM 990 AND AUDITED FINANCIALS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 15B: ALTHOUGH NOT INDEPENDENTLY APPROVED, THE FOUNDATION PRESIDENT DOES USE COMPENSATION STUDIES AND SURVEYS TO DETERMINE SALARY AMOUNT FOR OTHER OFFICERS AND KEY EMPLOYEES, AND CONSULTS WITH BOARD'S EXECUTIVE COMMITTEE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,266,552. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE & AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.