2025-09-02T11:18:16-04:00 2024-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-01-01 352127564 COMMUNITY FOUNDATION OF PULASKI COUNTY INC COMM 5749460906 221 N MONTICELLO ST WINAMAC IN 469961331 LEEANN WRIGHT EXECUTIVE DIRECTOR 5749460906 2025-08-14 true false THOMAS A ROBERTS P00997867 7652847554 2025-08-14 2024 2025-03-06 01:10:19Z KAYE BEALL 221 N MONTICELLO ST WINAMAC IN 46996 5915753 false X WWW.CFOPC.ORG X 2002 IN CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. 15 15 3 15 0 311667 1816386 247706 274559 436942 1522423 59167 1206 1055482 3614574 520618 2563259 0 149765 124560 0 49143 472560 1006870 1142943 3694689 -87461 -80115 15792563 15957305 1198017 1305135 14594546 14652170 X CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. false false 385306 343826 253103 GRANTS PAID OUT TO LOCAL NONPROFIT ORGANIZATIONS FROM EARNINGS ON ENDOWED FUNDS. 142655 127100 13614 SCHOLARSHIPS WERE AWARDED TO LOCAL STUDENTS FROM EARNINGS ON ENDOWED FUNDS. THESE RANGE FROM ONE-TIME AWARDS TO AWARDS THAT ARE RENEWABLE FOR UP TO 6 SEMESTERS. MOST AWARDS WERE MADE TO RECENT HIGH SCHOOL GRADUATES. 25864 25288 2709 GRANTS FROM DONOR ADVISED FUNDS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. 2644292 2067045 5133 GRANTS FROM PASS THRU FUNDS, ANNUITIES, AND TRUSTS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. THIS INCLUDES THE GRANT OF 2,019,120 IN ASSETS TO THE FOUNDATION'S SUPPORTING ORGANIZATION, COMMUNITY FOUNDATION OF PULASKI COUNTY PROPERTIES, INC. 2644292 2067045 5133 3198117 true true false false false true false false false true false false false false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 8 0 true 3 true false false false 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 LEEANN WRIGHT 5749460906 221 N MONTICELLO ST WINAMAC IN 46996 KAYE BEALL PRESIDENT 1.00 0.50 X X 0 0 0 JILL KASTEN VICE PRESIDE 1.00 0.50 X X 0 0 0 KURT DICKEY TREASURER 1.00 0.50 X X 0 0 0 VICKI OVERMYER SECRETARY 1.00 0.50 X X 0 0 0 PAM BURGER DIRECTOR 1.00 X 0 0 0 KATIE DEGROOT DIRECTOR 1.00 X 0 0 0 BRANDY GOBLE DIRECTOR 1.00 X 0 0 0 KAREN JONES DIRECTOR 1.00 0.50 X 0 0 0 ROBERT KLITZMAN DIRECTOR 1.00 X 0 0 0 BILL PEPPERS DIRECTOR 1.00 0.50 X 0 0 0 JOHN SASS DIRECTOR 1.00 X 0 0 0 JOEY SCHLATTER DIRECTOR 1.00 X 0 0 0 CHRISTIAN SMITH DIRECTOR 1.00 X 0 0 0 MEGAN WEGNER DIRECTOR 1.00 X 0 0 0 PETER ZAHRT DIRECTOR 1.00 X 0 0 0 LEEANN WRIGHT EXECUTIVE DI 40.00 X 68873 0 6274 68873 6274 false false false 1816386 1816386 ADMINISTRATIVE FEES 561000 274559 274559 274559 1052572 1052572 2771030 2301179 469851 469851 469851 MISC 1206 1206 1206 3614574 744410 1053778 2436159 2436159 127100 127100 68873 17218 41324 10331 40843 10211 24506 6126 7093 2128 3192 1773 7751 2325 3488 1938 265026 265026 3567 3567 17148 17148 30638 30638 23372 23372 8201 2342 5859 14923 4477 6715 3731 27871 8361 12542 6968 4592 1378 2066 1148 5743 1723 2584 1436 4898 1469 2204 1225 COMMUNITY LEADERSHIP 577185 577185 REPAIRS AND MAINTENANCE 13112 3934 5900 3278 MISCELLANEOUS 3770 1132 1694 944 DONOR DEVELOPMENT 3573 3573 3251 975 1463 813 3694689 3198117 447429 49143 814292 1556464 46167 4931 500 16851 21524 395531 14560958 14332650 15792563 15957305 20746 67417 10542 1994 1166729 1235724 1198017 1305135 X 453632 221039 14140914 14431131 14594546 14652170 15792563 15957305 X -80115 214084 -76345 X false true X true false X 1939296 246454 1893646 311667 1816386 6207449 1939296 246454 1893646 311667 1816386 6207449 3275560 2931889 376128 533593 331707 285361 1052572 2579361 92 73101 56783 1206 131182 8917992 1174922 0.32880 0.34030 X PART II, LINE 10 OTHER INCOME 129,976 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 17370 25288 811054 true true 15051554 590061 1675604 550832 262662 16503725 13681038 191070 1897735 496957 14622 235954 15051554 14058618 1867919 -1624101 364878 256520 13681038 13088244 128398 1885785 236084 231240 14058618 10891001 1635790 965284 226827 177004 13088244 0.78000 0.22000 false false AGENCY FUNDS 1220965 ANNUITY RESERVES 14759 1235724 X 3634331 214084 -6692 207392 3426939 30638 156997 187635 3614574 3576707 3576707 30638 87344 117982 3694689 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE INVESTED AND THE INCOME IS USED FOR THE PURPOSE OF PAYING GRANTS AND SCHOLARSHIPS. 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 2021, 2022, AND 2023 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 SPLIT-INTEREST AGREEMENTS -6,692 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 156,997 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 87,344 true COMMUNITY FOUNDATION OF PULASKI PROPERTIES INC 221 N MONTICELLO ST WINAMAC IN 46996 993624861 501C3 2019120 FAIR VALUE FARM/BUILDING TRANSFER TO SUPP ORG K-IRPC 115 E FOURTH ST MONON IN 47959 GOV 10000 PLAYGROUND REPAIRS MEDARYVILLE WHITE POST VOLUNTEER FIRE DEPARTMENT INC 422 E MAIN ST MEDARYVILLE IN 47957 270028739 501C3 52435 CPR DEVICES PACE PO BOX 407 WINAMAC IN 46996 352173037 501C3 57794 GRANT DISTRIBUTION PULASKI ANIMAL CENTER PO BOX 156 WINAMAC IN 46996 320403429 501C3 7864 CHARITABLE SUPPORT PULASKI COUNTY HISTORICAL SOCIETY 121 S MONTICELLO ST WINAMAC IN 46996 352083035 501C3 30483 CHARITABLE SUPPORT PULASKI COUNTY LIBRARY 121 S RIVERSIDE DR WINAMAC IN 46996 351128833 GOV 22917 CHARITABLE SUPPORT PULASKI MEMORIAL HOSPITAL 616 E 13TH ST WINAMAC IN 46996 351097674 501C3 17178 CHARITABLE SUPPORT ST LUKE COMMUNITY CHURCH PO BOX 147 SAN PIERRE IN 46374 27458 CHARITABLE SUPPORT STAR CITY FIRE DEPARTMENT 5784 S JUDSON ST STAR CITY IN 46985 GOV 9026 CHARITABLE SUPPORT THE UPTOWN PROJECT INC PO BOX 547 FRANCESVILLE IN 47946 813078821 501C3 65349 COMMUNITY DEVELOP. TOWN OF WINAMAC 120 W MAIN ST WINAMAC IN 46996 GOV 28308 CHARITABLE SUPPORT WHME-TV 61300 IRONWOOD RD SOUTH BEND IN 46614 351287226 501C3 7845 CHARITABLE SUPPORT WINAMAC AMERICAN LEGION POST 71 PO BOX 164 WINAMAC IN 46996 356076936 501C3 8310 ROOF REPAIR WINAMAC EARLY LEARNING ACADEMY 120 N FRANKLIN ST WINAMAC IN 46996 990583899 501C3 30000 CHILDCARE WNIT 300 WEST JEFFERSON BVLD SOUTH BEND IN 46601 351155594 501C3 7845 CHARITABLE SUPPORT WTTW 5400 N SAINT LOUIS AVENUE CHICAGO IL 606254698 362246703 501C3 7845 CHARITABLE SUPPORT WYIN 8625 INDIANA PLACE MERRILLVILLE IN 46410 310960136 501C3 7845 CHARITABLE SUPPORT 17 1 SCHOLARSHIPS 38 127100 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT APPLICATIONS ARE USED TO APPLY FOR AVAILABLE GRANTS AND ASSISTANCE. A GRANTS COMMITTEE REVIEWS ALL GRANTS AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. A GRANT REPORT IS REQUIRED FOR ALL GRANTS AT THE END OF THE GRANT PERIOD. THE FOUNDATION REVIEWS THE GRANT REPORT AND MONITORS COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. FORM 990 - ORGANIZATION'S MISSION CFPC ENCOURAGES AND ADMINISTERS ENDOWED FUNDS; IT MAKES GRANTS TO PUBLIC CHARITABLE ORGANIZATIONS AND CONDUCTS ACTIVITIES TO FURTHER PURPOSES DESCRIBED BOTH IN SECTIONS 170(C)(2)(B) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. IT MAY MAKE GRANTS, CONTRIBUTIONS, LOANS OR GIFTS DIRECTLY TO INDIVIDUALS INCLUDING GRANTS FOR SCHOLARSHIP BENEFITS, STUDENT AID OR SIMILAR PURPOSES. FORM 990, PAGE 2, PART III, LINE 4D GRANTS FROM PASS THRU FUNDS, ANNUITIES, AND TRUSTS WERE PAID OUT TO CHARITABLE PROGRAMS AND ORGANIZATIONS. THIS INCLUDES THE GRANT OF 2,019,120 IN ASSETS TO THE FOUNDATION'S SUPPORTING ORGANIZATION, COMMUNITY FOUNDATION OF PULASKI COUNTY PROPERTIES, INC. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE WILL REVIEW FORM 990 PRIOR TO ITS FILING. THE 990 IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD AND COMMITTEE MEMBERS DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS EARLY AS POSSIBLE DURING OR BEFORE A MEETING DURING WHICH A REQUEST WILL BE CONSIDERED OR VOTED UPON. AT THE DISCRETION OF THE BOARD PRESIDENT, THE MEMBER OR DIRECTOR MAY PARTICIPATE IN DISCUSSION OR MAY BE ASKED TO WITHDRAW DURING THE DISCUSSION AND/OR VOTE. MEETING MINUTES REFLECT DISCLOSURE, DETERMINATION WHETHER A CONFLICT EXISTED, EXTENT OF MEMBER OR DIRECTOR'S INVOLVEMENT IN DISCUSSION AND THE MEMBER OR DIRECTOR'S ABSENTION FROM VOTING. FORM 990, PAGE 6, PART VI, LINE 15A THE FACTORS OF CONSIDERATION INCLUDE THE ANNUAL BUDGET, POTENTIAL COST OF LIVING INCREASES, COUNCIL ON FOUNDATION SALARY SURVEY RESULTS BASED ON THE FOUNDATION'S SIZE. THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEWS ARE ALSO TAKEN INTO CONSIDERATION BY THE EXECUTIVE COMMITTEE, AND THE ENTIRE BOARD IS RESPONSIBLE FOR APPROVING THE BUDGET, INCLUDING STAFF COMPENSATION. THE OTHER STAFF MEMBERS ARE REVIEWED AT LEAST ANNUALLY BY THE EXECUTIVE DIRECTOR THROUGH A WRITTEN FORM, VERBAL DISCUSSION AND SIGN OFF FORM. FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION OF PULASKI 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. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -6,692 AGENCY FUND REVENUE -156,997 AGENCY FUND EXPENSES 87,344 TOTAL -76,345 COMMUNITY FOUNDATION OF PULASKI PROPERTIES INC 221 N MONTICELLO ST WINAMAC IN 46996 993624861 SUPPORTING IN 501C3 7 N/A false false false false false false false false false false false false false false true true false false true true COMMUNITY FOUNDATION OF PULASKI PROPERTIES INC R 2019120 FAIR VALUE COMMUNITY FOUNDATION OF PULASKI PROPERTIES INC S 9533 FAIR VALUE