2026-08-18T08:03:48-04:00 2025-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2025-01-01 351829585 COMMUNITY FOUNDATION OF BOONE COUNTY INC COMM 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 JULIE REAGAN PRESIDENT/CEO 7654820024 2026-08-11 true THOMAS A ROBERTS P00997867 7652847554 2026-08-11 2025 2025-03-06 01:10:19Z JOAN SOLLER 102 N LEBANON ST 200 LEBANON IN 46052 11361263 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 2306019 2517773 720200 778478 1888264 2874663 12441 0 4926924 6170914 1137825 1305989 0 483963 588684 0 139661 1098461 1290070 2720249 3184743 2206675 2986171 37912429 43628750 1230774 1368114 36681655 42260636 X OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL. false false 2392836 1305989 778478 GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. 2392836 true true false false false true false false false true true 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 true false false false false false false false false true 10 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 THE ORGANIZATION 3178730210 102 N LEBANON ST 200 LEBANON IN 460522151 JOAN SOLLER 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 SHAWNA LAKE DIRECTOR 1.00 X 0 0 0 HUGH KELLY DIRECTOR 1.00 X 0 0 0 MASON GORDON DIRECTOR 1.00 X 0 0 0 JOHN SCHMIDT DIRECTOR 1.00 X 0 0 0 KATIE SHEETS DIRECTOR 1.00 X 0 0 0 ANGIE LEARY DIRECTOR 1.00 X 0 0 0 CHAD PERDUE DIRECTOR 1.00 X 0 0 0 JESSICA STOKELY DIRECTOR 1.00 X 0 0 0 SARAH PRINCE DIRECTOR 1.00 X 0 0 0 LAURA DUNSHEE DIRECTOR 1.00 X 0 0 0 AMANDA PLUNKETT DIRECTOR 1.00 X 0 0 0 JULIE REAGAN PRESIDENT/CE 40.00 X 126659 0 0 126659 1 false false false 2517773 82395 2517773 ADMINISTRATIVE FEES 900099 778478 778478 778478 2832080 2832080 5232932 5190349 42583 42583 42583 6170914 778478 2874663 966859 966859 339130 339130 126659 58137 48036 20486 396442 181968 150354 64120 25675 11785 9737 4153 39908 18318 15135 6455 12236 12236 148526 148526 79408 79408 37191 37191 38107 3555 15335 19217 77234 77234 30857 10183 10491 10183 8737 8737 28279 28279 8699 8699 9733 9733 ADMINISTRATIVE FEES 765810 765810 PROGRAM EXPENSES 24821 24821 SCHOLARSHIP ADMIN 12270 12270 ANNUAL REPORT 6310 6310 1852 1852 3184743 2392836 652246 139661 1428913 2228447 65879 41923 28810 25366 123377 112804 19272 10573 36303290 41321876 66265 565 37912429 43628750 15418 34269 415124 484585 800232 849260 1230774 1368114 X 775080 845836 35906575 41414800 36681655 42260636 37912429 43628750 X 2986171 2564873 27937 X false true X true false X 1375091 529588 637862 2306019 2517773 7366333 1375091 529588 637862 2306019 2517773 7366333 2848307 4518026 1053151 1214350 1307695 1785427 2832080 8192703 500 3045 9606 12441 25592 15584628 3041212 0.28990 0.37430 X PART II, LINE 10 OTHER INCOME 25,592 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 1 69770 58695 188463 51400 2991395 26494 true true 34863486 1568385 5298916 1207320 788257 39505516 32323909 1349524 3668017 1014116 729495 35597839 28905982 477140 4463363 1050488 472088 32323909 34746826 124338 -4391815 1103009 470358 28905982 31285742 1265765 3633390 934073 503998 34746826 0.71320 0.28680 false false 123377 112804 10573 10573 AGENCY FUNDS 807337 RIGHT OF USE LIABILITY 41923 849260 X 8648949 2564873 100921 2665794 5983155 79408 108351 187759 6170914 3069968 3069968 79408 35367 114775 3184743 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 2022, 2023, AND 2024 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 13,963 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 86,958 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 108,351 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 35,367 true ADVANCE FOOD DISTRIBUTION PO BOX 4 102 EAST WALL STREET ADVANCE IN 46102 352080399 501C3 30129 OPERATING SUPPORT BEN'S RANCH FOUNDATION PO BOX 3952 CARMEL IN 46082 473828665 501C3 12300 OPERATING SUPPORT BLACK BOX THEATRE COMPANY INC 378 MT ZION ROAD LEBANON IN 46052 473275171 501C3 10000 OPERATING SUPPORT BOONE COUNTY 4-H CLUB INC 1300 EAST 100 SOUTH LEBANON IN 46052 351068869 501C3 22684 OPERATING SUPPORT BOONE COUNTY PROBLEM-SOLVING COURT 1905 INDIANAPOLIS AVE SUITE B LEBANON IN 46052 393728610 501C3 10000 OPERATING SUPPORT BOONE COUNTY SENIOR SERVICES INC 515 CROWN POINTE DR LEBANON IN 46052 351445498 501C3 63593 VEHICLES/OPER SUPP. BOYS & GIRLS CLUB OF BOONE COUNTY 1575 MULBERRY STREET ZIONSVILLE IN 46077 351750659 501C3 26402 CAPACITY BUILDING GLEANERS FOOD BANK OF INDIANA INC 3737 WALDEMERE AVE INDIANAPOLIS IN 462417234 351483868 501C3 10000 PROGRAM SUPPORT HABITAT FOR HUMANITY OF BOONE COUNTY INC PO BOX 5015 ZIONSVILLE IN 46077 351620989 501C3 10000 OPERATING SUPPORT HAMILTON COUNTY AREA NEIGHBORHOOD DEVELOPMENT INC 347 S 8TH STREET SUITE A NOBLESVILLE IN 46060 320080849 501C3 10000 HOUSING STABILITY ILADD INC 1393 W OAK ST ZIONSVILLE IN 460771264 843667289 501C3 54000 CAPITAL CAMPAIGN INDIANA ADULT AND TEEN CHALLENGE 1015 N LEBANON STREET PO BOX 564 LEBANON IN 46052 351262844 501C3 10000 CAPACITY BUILDING INDIANA CANINE ASSISTANT NETWORK (ICAN) 5100 CHARLES COURT SUITE 100 ZIONSVILLE IN 46077 352144155 501C3 15000 CAPACITY BUILDING INDIANA YOUTH INSTITUTE 603 E WASHINGTON ST STE 800 INDIANAPOLIS IN 46204 311251680 501C3 6324 OPERATING SUPPORT INDY HYGIENE HUB PO BOX 3544 CARMEL IN 460823544 472678685 501C3 10000 PROGRAM SUPPORT ISAIAH 117 HOUSE BOONE COUNTY INDIANA PO BOX 842 ELIZABETHTON TN 37644 820631497 501C3 13400 OPERATING SUPPORT JACKSON TOWNSHIP HISTORICAL SOCIETY PO BOX 297 41 WEST MAIN STREET JAMESTOWN IN 46147 352136409 501C3 12652 OPERATING SUPPORT JAMESTOWN CHRISTIAN CHURCH PO BOX 147 900 N LEBANON ST JAMESTOWN IN 46147 331189871 501C3 13714 OPERATING SUPPORT JAMESTOWN COMMUNITY PARTNERSHIP C/O COURTNEY DILLON PRESIDENT 217 W MAIN STREET JAMESTOWN IN 461479511 474590793 501C3 18828 PROGRAM SUPPORT LEARNING NETWORK OF CLINTON COUNTY 1111 S JACKSON ST FRANKFORT IN 46041 721543172 501C3 14050 ADULT EDUCATION PROG LEBANON EDUCATIONAL FOUNDATION HATTIE B STOKES ELEMENTARY 1005 HENDRICKS DRIVE LEBANON IN 46052 351804498 501C3 8937 OPERATING SUPPORT LEBANON PUBLIC LIBRARY 104 EAST WASHINGTON ST LEBANON IN 46052 356001777 GOV 13000 PRESERVATION PROJECT LEBANON ROTARY CLUB PO BOX 42 LEBANON IN 46052 237070192 6000 OPERATING SUPPORT MIGHTY LITTLE HANDS ACADEMY 1001 RANSDELL RD BLDG A LEBANON IN 460522352 920886894 501C3 10000 OPERATING SUPPORT NAMI GREATER INDIANAPOLIS 911 E 86TH STREET SUITE 70 INDIANAPOLIS IN 46240 352052230 501C3 5351 PROGRAM SUPPORT PACKING HOPE 3049 N 675 W THORNTOWN IN 46071 920700097 501C3 10500 OPERATING SUPPORT RUTH NEWBY FOOD PANTRY 1122 GARFIELD ST LEBANON IN 46052 356283453 501C3 15000 BUILDING EXPANSION SAFE FAMILIES FOR CHILDREN CENTRAL INDIANA PO BOX 681473 INDIANAPOLIS IN 46268 453194102 501C3 11000 OPERATING SUPPORT ST VINCENT DE PAUL FIVE LOAVES AND TWO FISHES FOOD PANTRY 319 EAST SOUTH STREET LEBANON IN 46052 352302722 501C3 16500 OPERATING SUPPORT SUGAR CREEK ART CENTER 127 S PEARL ST THORNTOWN IN 460711233 204426463 501C3 18701 CAPACITY BUILDING SYLVIA'S CHILD ADVOCACY CENTER 218 E WASHINGTON STREET LEBANON IN 46052 371607071 501C3 25000 OPERATING SUPPORT TECHPOINT YOUTH 5255 WINTHROP AVE STE 180 INDIANAPOLIS IN 462203576 352155455 501C3 6700 STEM EDUCATION THE ARC OF GREATER BOONE COUNTY 900 WEST MAIN STREET LEBANON IN 46052 351333698 501C3 26900 OPERATING SUPPORT THE CABIN COUNSELING AND RESOURCE CENTER 112 N NINTH ST ZIONSVILLE IN 460771275 271134733 501C3 12400 OPERATING SUPPORT THE INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE AND SUICIDE 4607 E 106TH STREET CARMEL IN 46033 352072683 501C3 7000 PROGRAM SUPPORT TOWN OF ADVANCE 112 N MAIN ST ADVANCE IN 46102 356000933 GOV 7500 MURALS TRI-AREA LIBRARY INC 2 WEST MAIN STREET PO BOX 315 JAMESTOWN IN 46147 351513592 501C3 19438 OPERATING SUPPORT WATCH US FARM INC 9906 E 200 S ZIONSVILLE IN 460779702 831407459 501C3 10000 MARKET EXPANSION WELCOME PATTERN INC 508 ZION LN ZIONSVILLE IN 460779331 991831081 501C3 6300 PROGRAM SUPPORT WESTERN BOONE EDUCATION FOUNDATION 1201 N SR 75 THORNTOWN IN 46071 832079444 501C3 34618 OPERATING SUPPORT YMCA OF GREATER INDIANAPOLIS 2791 N LEBANON STREET LEBANON IN 46052 350868211 501C3 8500 SWIM LESSONS SULLIVANMUNCE CULTURAL CENTER 225 WEST HAWTHORNE ST ZIONSVILLE IN 46077 264289567 501C3 49206 OPERATING SUPPORT ZIONSVILLE EDUCATION FOUNDATION 900 MULBERRY ST ZIONSVILLE IN 46077 300024279 501C3 24659 OPERATING SUPPORT ZIONSVILLE PARKS AND RECREATION 1100 W OAK ST ZIONSVILLE IN 46077 356001250 GOV 5548 OPERATING SUPPORT AGENCY GRANTS 23131 43 1 SCHOLARSHIPS 129 339130 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. X 8 82395 AVE HIGH/LOW DATE OF GIFT false true false FORM 990, PAGE 2, PART III, LINE 4D GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS. 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 13,963 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 86,958 AGENCY FUND REVENUE -108,351 AGENCY FUND EXPENSES 35,367 TOTAL 27,937