2026-07-27T13:04:59-05:00 2025-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2025-01-01 237016089 INDIANAPOLIS - MARION COUNTY PUBLIC LIBRARY FOUNDATION INC INDI 3172754700 PO BOX 6134 INDIANAPOLIS IN 462066134 ROBERTA JAGGERS FOUNDATION PRESIDENT 3172754700 2026-07-23 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2026-07-23 2025 2025-03-06 01:10:19Z THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION ROBERTA JAGGERS PO BOX 6134 INDIANAPOLIS IN 462066134 9271023 0 X INDYPLFOUNDATION.ORG X 1969 IN SEE SCHEDULE O.ELEVATE THE INDIANAPOLIS PUBLIC LIBRARY BY ACTIVATING THE COMMUNITY'S GENEROSITY. 18 18 11 82 0 0 2210506 3542228 0 0 878357 1281943 202052 206354 3290915 5030525 2000110 2219637 0 0 788668 973993 0 0 697757 277067 307610 3065845 3501240 225070 1529285 26195377 29502104 55892 58066 26139485 29444038 X ELEVATE THE INDIANAPOLIS PUBLIC LIBRARY BY ACTIVATING THE COMMUNITY'S GENEROSITY. 0 0 750761 740761 PROGRAMS 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 FREE AND AVAILABLE FOR EVERYONE TO PARTICIPATE, REDUCING THE COST BARRIER FOR LOW-TO-MODERATE INCOME FAMILIES. EXAMPLES OF MAJOR CHILDREN'S PROGRAMS ARE: SUMMER READING PROGRAM - CHILDREN CAN EARN PRIZES AND INCENTIVES FOR MINUTES READ, CONTRIBUTING TO A COMMUNITY READING GOAL OF 15 MILLION MINUTES. PARTICIPANTS CAN ALSO PARTICIPATE IN ACTIVITIES HOSTED BY EACH BRANCH THAT ALIGN WITH THE ANNUAL THEME. ON THE ROAD TO READING-EACH MONTH, THE LIBRARY PROVIDES STORY PROGRAMS TO APPROXIMATELY 60 CHILDCARE FACILITIES, SPECIFICALLY TARGETING LOW- AND MODERATE-INCOME AREAS. EACH SESSION CONSISTS OF STORY TIME 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 PROGRAMS-PRESCHOOL CHILDREN ENGAGE IN LEARNING THROUGH INTERACTIVE ACTIVITIES. PRESCHOOL PROGRAMS ALLOW CHILDREN AND PRESCHOOLERS TO EXPERIENCE ART, MUSIC, SPORTS, AND MORE. 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. DIA DEL NINO- A BILINGUAL EARLY LITERACY PROGRAM, THIS EVENT PARTNERS WITH COMMUNITY ORGANIZATIONS TO PROMOTE READING/LEARNING IN SPANISH AND ENGLISH. OTHER PROGRAMS GEARED TOWARD YOUTH INCLUDE BILINGUAL STORY TIME, AUTHOR VISITORS, AND AGE-SPECIFIC BOOK CLUBS. 678424 674624 THE LIBRARY FOUNDATION FUNDS SPECIAL COLLECTIONS AND TECHNOLOGY TO HELP THE LIBRARY PROVIDE ADDITIONAL 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. DIGITAL INDY-THE LIBRARY WORKS WITH COMMUNITY PARTNERS TO DIGITIZE THEIR ARCHIVAL MATERIALS AND MAKE THEM PUBLICLY AVAILABLE THROUGH THE DIGITAL INDY WEBSITE, WITH A PURPOSE TO SHARE AND PRESERVE COMMUNITY STORIES. 263339 259514 THE LIBRARY FOUNDATION FUNDS PROGRAMS THAT HIGHLIGHT THE CULTURES AND COMMUNITIES REPRESENTED WITHIN INDIANAPOLIS. EXAMPLES OF MAJOR PROGRAMS INCLUDE: MEET THE ARTISTS-- THIS TWO-MONTH EXHIBITION OF LOCAL AND REGIONAL BLACK ARTISTS CELEBRATES PERFORMANCES, A FASHION SHOW, AND AN OPPORTUNITY TO SPEAK WITH THE FEATURED ARTISTS. CENTER FOR BLACK LITERATURE & CULTURE--A DEDICATED SPACE AT CENTRAL LIBRARY THAT CELEBRATES THE VIBRANT HERITAGE AND EXPERIENCES 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. PATHWAY TO LITERACY--A COURSE PRESENTED TO TEACH LITERACY AND OTHER TOPICS TO IMMIGRANTS WITH LIMITED FORMAL EDUCATION. STUDENTS WILL RECEIVE FOUR HOURS OF IN-PERSON INSTRUCTION PER WEEK FROM INSTRUCTORS WITH EXPERIENCE TEACHING ADULT ENGLISH LANGUAGE-LEARNING EMERGENT READERS. CONVERSATION CIRCLES- PARTICIPANTS CAN PRACTICE CONVERSATIONAL SKILLS IN DIFFERENT LANGUAGES WITH OTHER PEOPLE WHO ARE ALSO LEARNING. FALL FEST- HOSTED IN THE FALL, 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. OTHER CULTURAL/COMMUNITY INITIATIVES INCLUDE ADULT ART PROGRAMS, INTERNATIONAL FESTIVALS AND CELEBRATIONS, AND MEET YOUR NEIGHBOR. 670776 544738 ADULT/LIFELONG LEARNING PROGRAMS BOLSTER WORKPLACE SKILLS, OFFER TRAINING ON THE LATEST TECHNOLOGY, EXPLORE TOPICS OF INTEREST, AND PROVIDE OUTLETS FOR PURSUING HOBBIES WITH FELLOW COMMUNITY MEMBERS. MAJOR EXAMPLES OF PROGRAMS FUNDED BY THE LIBRARY FOUNDATION INCLUDE: SOCIAL WORK- ONSITE LICENSED SOCIAL WORKERS PROVIDE REFERRALS TO RESOURCES GEARED TOWARD LOW-INCOME PATRONS, INCLUDING (BUT NOT LIMITED TO) EMPLOYMENT, HOUSING, TRANSPORTATION, AND FOOD. ADULT SUMMER READING PROGRAM- A COMPANION TO THE YOUTH SUMMER READING PROGRAM, ADULTS CAN SIMILARLY EARN PRIZES AND INCENTIVES FOR MINUTES LOGGED, WITH EACH BRANCH HOSTING ACTIVITIES THAT ALIGN WITH THE ANNUAL THEME. SEED LIBRARY- PATRONS INTERESTED IN GARDENING CAN RECEIVE FREE FLOWER, FRUIT, VEGETABLE, AND HERB SEEDS FROM THEIR LOCAL LIBRARY BRANCH. BUILDING DIGITAL LITERACY- PROGRAMS INCLUDE COMPUTER CLASSES AS WELL AS WORKSHOPS AT A VARIETY OF SKILL LEVELS AND LANGUAGES FOR ADULTS TO EXPLORE BASIC TECHNOLOGY APPLICATIONS. WELLNESS PROGRAMS- BRANCHES HOST INSTRUCTOR-LED CLASSES DESIGNED TO PROMOTE PHYSICAL ACTIVITY, WITH SESSIONS ON CHAIR YOGA, THAI CHI, AND MEDITATION. OTHER ADULT/LIFELONG LEARNING PROGRAMS INCLUDE WORKSHOPS ON GARDENING, CAREER CHARTING, PERSONAL FINANCE, AND HEALTH. THE LIBRARY FOUNDATION ALSO PROVIDES SUPPORT FOR INDIVIDUAL LIBRARY LOCATIONS (CENTRAL LIBRARY AND 24 BRANCHES) AS WELL AS SUPPORT FOR PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LIBRARY STAFF. THE LIBRARY FOUNDATION ALSO FUNDS ACTIVITIES TO SHOW APPRECIATION FOR LIBRARY VOLUNTEERS AND STAFF FOR THEIR CONTRIBUTIONS AND EFFORTS THROUGHOUT THE YEAR. 670776 544738 2363300 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 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 GREGORY HILL EX-OFFICIO, LIBRARY CEO 1.00 X X 0 0 0 BRAD HOLTZ CHAIR 1.00 X X 0 0 0 BERTHRAN UGEH TREASURER 1.00 X X 0 0 0 AMPARO DE LA PENA SECRETARY 1.00 X X 0 0 0 KERI JETER LEWIS VICE CHAIR 1.00 X X 0 0 0 VISHAL LODHA BOARD MEMBER 1.00 X 0 0 0 LISA RIOLO BOARD MEMBER 1.00 X 0 0 0 ZACH WILLS BOARD MEMBER 1.00 X 0 0 0 ANGELA MAGER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MARCIO DONATELLI 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 KATY STRADER 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 ROBERTA KNICKERBOCKER JAGGERS FOUNDATION PRESIDENT 40.00 X 168515 0 38941 DENISE ELKINS DIRECTOR OF FINANCE & HUMAN RESOURCES 40.00 X 96616 0 31478 265131 0 70419 1 0 1 0 0 49185 3493043 243073 3542228 515739 515739 4952546 4186342 766204 766204 766204 48842 49185 54156 -5314 -5314 211668 0 211668 211668 5030525 211668 0 1276629 2219637 2219637 335550 33555 183021 118974 440930 44093 65708 331129 42644 4182 5002 33460 96085 9608 16137 70340 58784 5878 17379 35527 34500 34500 43857 43857 12234 11431 803 5946 5946 76518 26335 50183 2037 2037 18070 18070 1549 1549 8842 8842 RECOGNITIONS 46347 46347 DONOR CULTIVATION 39809 39809 MISCELLANEOUS 10561 3713 6848 BENCHMARKING & STRATEGI 3379 3379 3961 1260 2701 3501240 2363300 440183 697757 988866 2164191 2398090 3747877 161085 276610 40697 40010 45852 98798 202735 202032 2252 703 11136504 10789493 11422031 12384422 26195377 29502104 55892 58066 55892 58066 X 4860344 8638510 21279141 20805528 26139485 29444038 26195377 29502104 X 1529285 251907 1523361 X X 0 1 X 1 0 X 2694614 1637715 2026214 2210506 3542228 12111277 2694614 1637715 2026214 2210506 3542228 12111277 392179 11719098 502022 318777 339155 533188 515739 2208881 14320158 1057624 0.81840 0.80490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13833985 95333 1802337 665231 15066424 12928263 60232 1507177 661687 13833985 12145071 89889 1327303 634000 12928263 14150304 159048 -1555573 608708 12145071 11653832 59283 2910216 473027 14150304 0.00780 0.58260 0.40960 1 0 202735 202032 703 703 DUE FROM LIBRARY 5949 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 12378473 12384422 X 6816092 251907 1577517 1829424 4986668 43857 43857 5030525 3511539 54156 54156 3457383 43857 43857 3501240 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, 2025 AND 2024, 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 1,523,361. COST OF GOODS SOLD SPECIAL EVENT EXPENSE 54,156. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD SPECIAL EVENT EXPENSE 54,156. CIRCULATE 2025 98027 49185 48842 150 1533 33002 8223 11248 98027 49185 48842 150 1533 33002 8223 11248 54156 -5314 1 INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY 2450 N MERIDIAN ST INDIANAPOLIS IN 46208 356062066 GOVT 2039165 180472 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 168515 0 0 0 0 0 16851 0 22090 0 207456 0 0 0 X 1867 FMV X 7 36325 FMV X TICKETS 1 152000 FMV X GAME VOUCHERS 1 24000 FMV X SILENT AUCTION 76 19676 FMV X MATERIALS 2 6600 FMV X SRP PRIZES 1 2605 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 1,523,361. 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.