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Nonprofit · EIN 35-1847297

COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC

Tax-exempt · MADISON, IN 47250

Financials

$4M$1.4M2021$3.7M$1.8M2023$5.5M$2M2024$5.2M$2.1M2025
Revenue Expenses · by fiscal year end
Financials of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,211,924$2,073,503$3,138,421$52,519,742$1,911,971$50,607,771
December 31, 2024990$5,493,393$1,959,497$3,533,896$44,631,568$2,844,678$41,786,890
December 31, 2023990$3,704,692$1,778,689$1,926,003$40,554,645$2,848,062$37,706,583
December 31, 2021990$3,997,734$1,431,682$2,566,052$36,074,633$1,233,314$34,841,319
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,927,114
Program service revenue
$21,509
Investment income
$2,263,301
Net gain from sales of assets
$100,851
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,363,125
Compensation of officers, directors and key employees
$165,412
Other salaries and wages
$182,123
Salaries, compensation and benefits (total)
$366,862
Professional fundraising fees
$0
Accounting fees
$16,550
Occupancy
$8,788
Travel
$5,169
Depreciation
$7,000
Program services (functional)
$1,702,607
Management and general (functional)
$207,458
Fundraising (functional)
$163,438

Balance sheet and other

Total assets, start of year
$44,631,568
Total assets, end of year
$52,519,742
Total liabilities, end of year
$1,911,971
Net assets, end of year
$50,607,771
Land, buildings and equipment
$210,750
Publicly traded securities
$50,181,659
Net assets without donor restrictions
$1,024,568
Net assets with donor restrictions
$49,583,203
Gross receipts
$5,941,264
Employees
4
Volunteers
40
Year formed
1991
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
WILLIAM E BARNES JRPRESIDENT & CEO
Officer
40$144,027$21,386
DANIEL BUTLERBOARD MEMBER
Trustee or director
1$0$0
FERNANDO RUBIOBOARD MEMBER
Trustee or director
1$0$0
HANNAH TAYLORBOARD MEMBER
Trustee or director
1$0$0
NANCY TOTTENBOARD MEMBER
Trustee or director
1$0$0
SANDY SAILERBOARD MEMBER
Trustee or director
1$0$0
JENNY DARNOLDCHAIR
Trustee or director, Officer
2$0$0
DEVON SHARPEVICE-CHAIR
Trustee or director, Officer
2$0$0
TANNER MAHONEYSECRETARY
Trustee or director, Officer
2$0$0
PHIL MCKAYTREASURER
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
WILLIAM E BARNES JRPRESIDENT & CEO
Officer
40$137,184$18,431
DANIEL BUTLERBOARD MEMBER
Trustee or director
1$0$0
FERNANDO RUBIOBOARD MEMBER
Trustee or director
1$0$0
JD WEBSTERBOARD MEMBER
Trustee or director
1$0$0
NANCY TOTTENBOARD MEMBER
Trustee or director
1$0$0
SANDY SAILERBOARD MEMBER
Trustee or director
1$0$0
TANNER MAHONEYBOARD MEMBER
Trustee or director
1$0$0
BETH LICHLYTERCHAIR
Trustee or director, Officer
2$0$0
JENNY DARNOLDVICE-CHAIR
Trustee or director, Officer
2$0$0
PHIL MCKAYTREASURER
Trustee or director, Officer
2$0$0
DEVON SHARPESECRETARY
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
MR WILLIAM E BARNES JRPRESIDENT & CEO
Officer
40$125,525$15,091
DANIEL BUTLERBOARD MEMBER
Trustee or director
1$0$0
DEVON SHARPEBOARD MEMBER
Trustee or director
1$0$0
FERNANDO RUBIOBOARD MEMBER
Trustee or director
1$0$0
NANCY TOTTENBOARD MEMBER
Trustee or director
1$0$0
PHIL MCKAYBOARD MEMBER
Trustee or director
1$0$0
TANNER MAHONEYBOARD MEMBER
Trustee or director
1$0$0
JD WEBSTERCHAIR
Trustee or director, Officer
2$0$0
BETH LICHLYTERVICE CHAIR
Trustee or director, Officer
2$0$0
LYNN MARICLESECRETARY
Trustee or director, Officer
2$0$0
JENNY DARNOLDTREASURER
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2021: 11 people
NameTitleHours / weekCompensationOther / benefits
MR WILLIAM E BARNES JRPRESIDENT & CEO
Officer
40$114,422$11,739
BETH LICHLYTERTREASURER
Trustee or director, Officer
2$0$0
LYNN MARICLECHAIR
Trustee or director, Officer
2$0$0
STEPHANIE WITHEREDVICE CHAIR
Trustee or director, Officer
2$0$0
ANN SCHWARTZSECRETARY
Trustee or director, Officer
2$0$0
DEVON SHARPEBOARD MEMBER
Trustee or director
1$0$0
TANNER MAHONEYBOARD MEMBER
Trustee or director
1$0$0
JD WEBSTERBOARD MEMBER
Trustee or director
1$0$0
SCOTT HUBBARDBOARD MEMBER
Trustee or director
1$0$0
TODD BRUTHERBOARD MEMBER
Trustee or director
1$0$0
BETSEY VONDERHEIDEBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
PO BOX 306, MADISON, IN 47250-0306
Principal officer (990 for 2025)
WILLIAM E BARNES JR, PO BOX 306, MADISON, IN 47250
Signed the 990
WILLIAM E BARNES JR, PRESIDENT & CEO
Phone
(812) 265-3327
Return prepared by
BLUE & CO LLC

Mission

THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY.

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS MADE TO LOCAL CHARITIES AND OTHER NON-PROFIT ORGANIZATIONS AND ESTABLISHMENT AND MAINTENANCE OF ENDOWMENT FUNDS.
    Expenses $1,702,607 · grants $1,363,125 · revenue $21,509

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1847297
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$52,519,742
Income (IRS master file)
$5,941,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,211,924$2,073,503$52,519,742XML
990December 2024$5,493,393$1,959,497$44,631,568XML
990December 2023$3,704,692$1,778,689$40,554,645XML
990December 2022$5,863,872$1,710,083$35,531,211IRS
990December 2021$3,997,734$1,431,682$36,074,633XML
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1847297).

Questions about COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC

What is the EIN of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC?
The employer identification number (EIN) of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC is 35-1847297.
Is COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC?
The 990 for the year ended December 31, 2025 names WILLIAM E BARNES JR.
Who are the officers and directors of COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC?
The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $144,027 (WILLIAM E BARNES JR, PRESIDENT & CEO).
How much revenue does COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,211,924, expenses of $2,073,503 and total assets of $52,519,742 at year end.

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