2025-08-25T14:33:06-04:00 2024-12-31 522127371 HAINES ISENBARGER & SKIBA LLC 6418 LIMA ROAD FORT WAYNE IN 46818 990 2024-01-01 351119450 COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC COMM 2604264083 555 E WAYNE STREET FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & CEO 2604264083 2025-08-14 true true CASSIE J DUNN P02181011 2604369500 2025-08-18 2024 2025-03-06 01:10:19Z R BRADLEY LITTLE 555 E WAYNE ST FORT WAYNE IN 46802 70597616 false X WWW.CFGFW.ORG X 1922 IN THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES. 18 18 19 107 0 13962221 21038750 0 8443915 12713031 295173 87318 22701309 33839099 10640300 10855908 0 1565649 1857067 0 555456 1394279 2282449 13600228 14995424 9101081 18843675 219144373 245430623 12743786 12924840 206400587 232505783 THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES. false false 11065577 10855908 THE COMMUNITY FOUNDATION GIVES GRANTS TO NONPROFITS FOR A VARIETY OF CHARITABLE PURPOSES IN GREATER FORT WAYNE AND ACROSS THE UNITED STATES. THESE GRANTS HELP TO ADDRESS A VARIETY OF NEEDS FROM THE DAY TO DAY OPERATIONS OF NONPROFITS TO ADDRESSING PRESSING SOCIAL ISSUES. THE GRANTMAKING PROGRAM INCLUDES AWARDING SCHOLARSHIPS TO STUDENTS FURTHERING THEIR EDUCATION. 1014785 THE COMMUNITY FOUNDATION PROVIDES LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND IMPROVE QUALITY OF LIFE IN ALLEN COUNTY. THE COMMUNITY FOUNDATION ACCOMPLISHES THIS BY BEING A COMMUNITY PARTNER IN PURSING THE COMMUNITYS GREATEST OPPORTUNITIES AND ADDRESSING OUR MOST CRITICAL CHALLENGES. 413110 THE COMMUNITY FOUNDATION MANAGES CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO HELP THEM MAKE THEIR CHARITABLE GIVING MORE IMPACTFUL IN THE AREAS THAT MATTER MOST TO THEM. THIS PROGRAM ALSO HELPS PEOPLE TO CONSIDER THEIR LEGACY AND HOW IT WILL LIVE ON AND CONTINUE TO IMPROVE THE QUALITY OF LIFE IN ALLEN COUNTY FOR FUTURE GENERATIONS. 12493472 true true false true false true false false false true true false false false true true false true false false false false false false false false false true true true false false false false false false false false true false false false false true true true false false true 76 0 true 19 true false false false false false true true false false false false false false false false false X 18 18 true false false false false false false true true false false true true true true true true true true false IN X X R BRADLEY LITTLE 2604264083 555 E WAYNE ST FORT WAYNE IN 46802 R BRADLEY LITTLE PRESIDENT & 40.00 3.00 X 223224 0 25839 HEIDI LUDWIG COO 40.00 X 170934 0 26698 ALISON GERARDOT CHIEF IMPACT 40.00 X 121843 0 21506 RONALD MENZE CHAIR 1.00 3.00 X X 0 0 0 SHERRY EARLY VICE CHAIR 1.00 3.00 X X 0 0 0 CHRISTINE BOLES SECRETARY 1.00 3.00 X X 0 0 0 ROBERT SLUSSER TREASURER 1.00 3.00 X X 0 0 0 PAUL O SAUERTEIG DIRECTOR 1.00 X 0 0 0 GARY SHEARER DIRECTOR 1.00 X 0 0 0 DENITA WASHINGTON DIRECTOR 1.00 X 0 0 0 SUSAN WESNER DIRECTOR 1.00 3.00 X 0 0 0 EDMOND O'NEAL DIRECTOR 1.00 X 0 0 0 DAMIAN GOSHEFF DIRECTOR 1.00 3.00 X 0 0 0 SHELLEY WALKER DIRECTOR 1.00 X 0 0 0 STEPHANIE CRANDALL DIRECTOR 1.00 X 0 0 0 STEPHANIE CARPER DIRECTOR 1.00 3.00 X 0 0 0 JASON KNOTHE DIRECTOR 1.00 X 0 0 0 NIKKI QUINTANA DIRECTOR 1.00 X 0 0 0 ZACH BENEDICT DIRECTOR 1.00 X 0 0 0 HALLIE CUSTER DIRECTOR 1.00 X 0 0 0 DAN SWARTZ DIRECTOR 1.00 X 0 0 0 CINDY GOODMAN DIRECTOR PAR 1.00 X 0 0 0 516001 74043 3 false true false MASON INVESTMENT ADVISORY SERVICES 11130 SUNRISE VALLEY DR STE 200 RESTON VA 20191 INV. CONSULTING 314134 1 21038750 8050381 21038750 7210231 7210231 42261317 36758517 5502800 5502800 5502800 MISCELLANEOUS INCOME 900099 167614 167614 CHANGE IN VALUE OF SPLIT INT 900099 -80296 -80296 87318 33839099 87318 12713031 10405827 10405827 450081 450081 590044 159859 365633 64552 987718 306193 572876 108649 27855 8635 16156 3064 143730 44556 83363 15811 107720 33393 62478 11849 30954 29740 1023 191 41499 41499 496110 496110 291471 291326 122 23 303891 10233 293658 15198 4559 8967 1672 126625 37987 74709 13929 76961 23088 45407 8466 163793 38906 99538 25349 27462 27462 26632 7989 15713 2930 COMMUNITY ENGAGEMENT 578580 578580 OTHER EXPENSES 64172 47197 14810 2165 DUES & SUBSCRIPTIONS 17391 10160 5976 1255 EQUIPMENT & MAINTENANCE 17210 5163 10154 1893 4500 4500 14995424 12493472 1946496 555456 1969821 48827 5973536 10424872 383908 1348231 6250 5018 36042 36660 471093 325084 109429 146009 194614043 218741400 10464111 8937779 1151424 1142565 4435809 4599262 219144373 245430623 122707 143366 1787967 1272836 10833112 11508638 12743786 12924840 X 203581159 229527048 2819428 2978735 206400587 232505783 219144373 245430623 X 18843675 7305595 -44074 X false true X true false X 8455579 15059445 8042177 13962221 21038750 66558172 8455579 15059445 8042177 13962221 21038750 66558172 12964089 53594083 3070523 5325632 4829292 5516603 7210231 25952281 92510453 -1127729 0.57930 0.60830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12493472 12493472 774674 193669 729226 774674 1503900 2255850 32 32 182307 193669 375976 563964 SCHEDULE C, PART II-A THE ORGANIZATION ELECTED TO HAVE THE PROVISIONS OF SECTION 501(H) OF THE CODE APPLY TO THE TAX YEAR ENDING 12/31/2023 AND ALL SUBSEQUENT TAX YEARS UNTIL REVOKED. THEREFORE, THERE ARE NO AMOUNTS TO REPORT IN COLUMNS (A) OR (B). 170 36 10092982 457450 7220314 176936 102960649 7439826 true true 446864 38016 18703 4865 461312 412675 56675 18000 4486 446864 485497 -50529 17645 4648 412675 414384 595 91920 16638 4764 485497 395677 94 40890 19756 2521 414384 1.00000 false false 471093 325084 146009 146009 ASSETS HELD FOR OTHER AGENCIES 10699282 ANNUITIES PAYABLE 803428 LEASE LIABILITY 5928 11508638 X SCHEDULE D, PAGE 3, PART X THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) AND SECTION 509(A)(3), RESPECTIVELY, OF THE IRC AND SIMILAR PROVISIONS OF STATE LAW. HOWEVER, THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECOGNIZED, MEASURED OR DISCLOSED IN THE COMBINED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC. AND ITS AFFILIATED SUPPORTING ORGANIZATIONS ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021. true 3 RIVERS YOGA FOUNDATION 1301 LAFAYETTE ST FORT WAYNE IN 46802 832493554 501C3 5500 CHARITABLE SUPPORT ACACIA FRATERNITY (PURDUE) PO BOX 3762 WEST LAFAYETTE IN 47996 351778332 501C3 20000 CHARITABLE SUPPORT ACRES LAND TRUST 1802 CHAPMAN RD HUNTERTOWN IN 46748 310976955 501C3 19000 CHARITABLE SUPPORT ADAMS ELEMENTARY SCHOOL 3000 NEW HAVEN AVE FORT WAYNE IN 46803 GOV 9000 CHARITABLE SUPPORT ADAMS TOWNSHIP TRUSTEE OFFICE 1125 HARTZELL ST NEW HAVEN IN 46774 351830203 GOV 20000 CHARITABLE SUPPORT AFRICANAFRICAN AMERICAN HISTORICAL SOCIETY MUSEUM 436 E DOUGLAS AVE FORT WAYNE IN 46802 352063570 501C3 8496 CHARITABLE SUPPORT AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA 8101 W JEFFERSON BLVD FORT WAYNE IN 46804 351341437 501C3 9000 CHARITABLE SUPPORT A HOPE CENTER 3630 HOBSON RD FORT WAYNE IN 46815 311113254 501C3 9412 CHARITABLE SUPPORT ALIVE COMMUNITY 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22500 CHARITABLE SUPPORT THE CARRIAGE HOUSE 3327 LAKE AVE FORT WAYNE IN 46805 352026647 501C3 43600 CHARITABLE SUPPORT THE CHAPEL 2505 W HAMILTON RD S FORT WAYNE IN 46814 351930152 501C3 41100 CHARITABLE SUPPORT THE EDGE FORT WAYNE 1436 CROSLEY DR FORT WAYNE IN 46814 934347602 501C3 10000 CHARITABLE SUPPORT THE LEUKEMIA & LYMPHOMA SOCIETY MICHIGAN - INDIANA REGION PO BOX 772395 DETROIT MI 48277 135644916 501C3 13250 CHARITABLE SUPPORT THE LITERACY ALLIANCE INC 1005 W RUDISILL BLVD STE 307 FORT WAYNE IN 46807 351710780 501C3 24850 CHARITABLE SUPPORT THE MOM OF AN ADDICT INC 10214 CHESTNUT PLAZA DR 142 FORT WAYNE IN 46814 834362757 501C3 15000 CHARITABLE SUPPORT THE NIIC INC 3201 STELLHORN RD FORT WAYNE IN 46815 352097779 501C3 20000 CHARITABLE SUPPORT THE RESCUE MISSION PO BOX 11116 FORT WAYNE IN 46855 351054670 501C3 72050 CHARITABLE SUPPORT THIRTEEN STEP HOUSE INC 1317 W WASHINGTON BLVD FORT WAYNE IN 46802 351316444 501C3 19500 CHARITABLE SUPPORT THREE RIVERS MUSIC THEATRE 416 W 4TH 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WASHINGTON CENTER RD FORT WAYNE IN 46825 350868220 501C3 73850 CHARITABLE SUPPORT 255 4 SCHOLARSHIPS 151 386261 GRANTS 42 63820 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT GRANTS ARE USED FOR PROPER PURPOSES AND ARE NOT DIVERTED FROM THE INTENDED USE. CERTAIN GRANTS TO ORGANIZATIONS REQUIRE SIGNED GRANT AGREEMENTS AS WELL AS PERIODIC REPORTS AND/OR FIELD INVESTIGATIONS PRIOR TO INITIAL AND/OR FUTURE PAYMENTS. CERTAIN GRANTS AWARDED TO INDIVIDUALS REQUIRE MONITORING THE USE OF GRANT FUNDS BY OBTAINING A REPORT OF A RECIPIENT'S WORK FOR EACH ACADEMIC PERIOD. THE ORGANIZATION RESERVES THE RIGHT TO CANCEL OR RESCIND ITS GRANT SUPPORT AT ANY TIME SHOULD THERE BE A SUBSTANTIAL CHANGE AFFECTING THE RECIPIENT ORGANIZATION OR INDIVIDUAL. X X false false false false false false false false false R BRADLEY LITTLE PRESIDENT & CEO 223224 7210 18629 249063 HEIDI LUDWIG COO 170934 5610 21088 197632 X 35 8043972 FAIR MARKET VALUE X AUCTION ITEMS 29 6172 FAIR MARKET VALUE X PRINT MATERIALS 1 132 FAIR MARKET VALUE X WATERS/SODAS 27 105 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PAGE 1, PART I, LINE 6 THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE IS FORTUNATE TO HAVE A WIDE GROUP OF PROFESSIONALS DEDICATED TO SERVING AS VOLUNTEERS FOR THE ORGANIZATION. VOLUNTEER OPPORTUNITIES RANGE FROM SERVING ON THE BOARD OF DIRECTORS TO VARIOUS COMMITTEE POSITIONS INCLUDING GRANT REVIEW, TECHNOLOGY GRANT ADVISORS, SCHOLARSHIP SELECTION, AND INVESTMENT, AUDIT, AND PERSONNEL COMMITTEES. EACH OF THE COMMITTEES PROVIDES THE ORGANIZATION WITH VALUABLE ADVICE AND GUIDANCE WHICH AIDS THE ORGANIZATION IN MEETING ITS MISSION IN AN EFFICIENT AND EFFECTIVE MANNER. THE ORGANIZATION ESTIMATES THAT 107 VOLUNTEERS PROVIDE OVER 1,000 HOURS PER YEAR IN DONATED SERVICE OF TIME TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 2 GARY SHEARER CHRISTINE BOLES DIRECTOR DIRECTOR BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S OFFICERS AND DIRECTORS WERE PROVIDED A COPY OF THE ORGANIZATION'S FINAL FORM 990, INCLUDING REQUIRED SCHEDULES, ON AUGUST 14, 2025 AS ULTIMATELY FILED WITH THE IRS. PRIOR TO DISTRIBUTION TO OFFICERS AND DIRECTORS, MANAGEMENT AND THE AUDIT COMMITTEE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE REVIEWED THE FORM 990 AT A MEETING HELD ON JULY 31, 2025. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY, AND AS INFORMATION CHANGES, DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY COMPLETING AND SIGNING A STATEMENT OF AFFIRMATION AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE INFORMATION IS SUMMARIZED IN A SPREADSHEET AND DISTRIBUTED TO THE ORGANIZATION'S BOARD PRESIDENT PRIOR TO BOARD MEETINGS. DURING BOARD MEETINGS, ANY POSSIBLE CONFLICTS ARE DISCLOSED BEFORE DISCUSSION BEGINS AND THE MINUTES OF THE MEETING REFLECT ANY DISCLOSURE. AFTER ACKNOWLEDGING THE POTENTIAL CONFLICT, THE INTERESTED PERSON MAY BRIEFLY ADDRESS THE OTHER MEMBERS REGARDING THE MATTER. THE KNOWLEDGE ON THE ISSUE MAY BE OF ASSISTANCE TO THE OTHER MEMBERS IN REACHING THEIR DECISIONS. THE INTERESTED PERSON, HOWEVER, WILL ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT & CEO INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE BOARD PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION'S PROCESS FOR DETERMINING COMPENSATION OF OFFICERS OF THE CORPORATION, OTHER THAN THE PRESIDENT & CEO, INCLUDES AN ANNUAL COMPENSATION REVIEW AND APPROVAL BY THE ORGANIZATION'S OFFICERS OF THE BOARD, WHICH INCLUDES COMPARISONS OF COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. DISCUSSION REGARDING THE COMPENSATION ARRANGEMENT IS CONTEMPORANEOUSLY DOCUMENTED AND MAINTAINED BY THE PRESIDENT & CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE, AND BY PROVIDING COPIES UPON REQUEST OR INSPECTION AT THE OFFICE OF THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE. FORM 990, PART XI, LINE 9 CHANGE IN AGENCY FUNDS 214,553 EQUITY TRANSFER TO RELATED ORG -258,627 TOTAL -44,074 COMMUNITY PARTNERSHIPS INC 555 E WAYNE STREET FT WAYNE IN 46802 351948487 PROJECTS IN 501C3 12A CFGFW true FORT WAYNE CENTRAL IMPROVEMENT FDN 555 E WAYNE STREET FT WAYNE IN 46802 351527622 REAL ESTAT IN 501C3 12A CFGFW true SUMMIT INITIATIVES FOUNDATION INC 555 E WAYNE STREET FT WAYNE IN 46802 454671150 ECON. DEV. IN 501C3 12A CFGFW true false true false false false false false false false false false false false true true false false false false FORT WAYNE CENTRAL IMPROVEMENT FDN B 258627 EQUITY TRANSFER AMOUNT THE ORGANIZATION ELECTED TO HAVE THE PROVISIONS OF SECTION 501(H) OF THE CODE APPLY TO THE TAX YEAR ENDING 12/31/2023 AND ALL SUBSEQUENT TAX YEARS UNTIL REVOKED. THEREFORE, THERE ARE NO AMOUNTS TO REPORT IN COLUMNS (A) OR (B).