BROWN COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2023
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- Organization
- BROWN COUNTY COMMUNITY FOUNDATION INC (EIN 35-1960379)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-27
- IRS object ID
- 202430879349300003
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-27T06:57:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 WEST SECOND STREET | AddressLine1Txt |
| City | SEYMOUR | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351960379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 8129884882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DWIGHT THOMPSON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8129884882 | PhoneNum |
| Signature | 2024-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DWIGHT | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KANDY L WISCHMEIER CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2024-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DWIGHT THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,272,331 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROWNCOUNTYGIVES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH THE QUALITY OF LIFE OF THE PEOPLE OF BROWN COUNTY THROUGH PRIVATE PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,291,920 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,479,773 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,409 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,659 | CYProgramServiceRevenueAmt |
| PY Investment Income | $804,324 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,206,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,937 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,112,590 | PYTotalRevenueAmt |
| CY Total Revenue | $2,707,577 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,776,909 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,950,927 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $201,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,730 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $51,757 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $147,421 | PYOtherExpensesAmt |
| CY Other Expenses | $187,774 | CYOtherExpensesAmt |
| PY Total Expenses | $2,125,362 | PYTotalExpensesAmt |
| CY Total Expenses | $2,342,431 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $987,228 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $365,146 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,650,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,015,888 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,713,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,184,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,937,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,831,279 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES COMMUNITY-WIDE COLLABORATIVE LEADERSHIP THROUGH PHILANTHROPY, MOBILIZING PEOPLE AND RESOURCES TO MAKE A POSITIVE IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,098,594 | ExpenseAmt |
| Grant | $1,950,927 | GrantAmt |
| Revenue | $21,659 | RevenueAmt |
| Desc | THE OBJECTIVE OF BCCF SCHOLARSHIP PROGRAM IS TO NOT ONLY ENHANCE SCHOLARSHIP RECIPIENTS QUALITY OF LIFE DUE TO HIGHER EDUCATION OPPORTUNITIES, BUT ALSO TO SERVE BCCF DONORS PHILANTHROPIC ENDEAVORS WITH SCHOLARSHIP ENDOWMENTS. THERE WERE 32 SCHOLARSHIPS AWARDED IN 2023 FOR A TOTAL OF $54,237. THESE SCHOLARSHIPS PROVIDE FINANCIAL AID FOR DESERVING STUDENTS TO ATTEND AND/OR GRADUATE FROM A COLLEGE OR UNIVERSITY OR TRADE SCHOOL. FROM ENDOWED OR NON-PERMANENT FUNDS ANNUAL MONIES ARE MADE AVAILABLE AND THROUGH FOUNDATION MARKETING AND NETWORKING POTENTIAL APPLICANTS ARE MADE AWARE OF THE SELECTION PROCESS. A SCHOLARSHIP ORIENTATION FOR ALL PARENTS AND/OR STUDENTS IS FACILITATED BY THE BCCF DEVELOPMENT AND PROGRAM ASSISTANT AND BCCF SCHOLARSHIP COMMITTEE CHAIR WHERE APPLICATION BOOKLETS ARE DISTRIBUTED. UPON RECEIPT OF ALL APPLICATIONS, A BLIND PROCESS BEGINS WITH A BOARD APPROVED COMMITTEE. RATING AND SCORE SHEETS ARE PROVIDED, AND ALL CRITERIA FOR EACH SCHOLARSHIP STRICTLY ADHERE TO ALL HR4 REQUIREMENTS.THE BCCF GRANTS PROGRAM CREATES PARTNERSHIPS BY ENHANCING QUALITY OF LIFE ISSUES WITH FINANCIAL GRANTS ASSISTANCE. THE VISIBILITY AND SUCCESS OF THESE GRANT PROJECTS ATTRACT NEW ENDOWMENT FUNDS. IN 2023 SEVERAL INDIANA ARTIST OR ARTS ORGANIZATION APPLICANTS APPLIED FOR FUNDING AND ALL RECEIVED SOME LEVEL OF FUNDING. THE BCCF AWARDED AN IMPACT GRANT TO BROWN COUNTY SCHOOLS FOR AN EIGHTH YEAR TO FUND 25 PRE-K SCHOLARSHIPS. THE PURPOSE OF THE BCCF GRANTS PROGRAM IS TO FINANCIALLY SUPPORT LOCAL NON-PROFIT AGENCIES (AND A FEW OUT OF STATE) BY AN ANNUAL COMPETITIVE GRANT CYCLE, SIMILAR TO THE BCCF SCHOLARSHIP PROGRAM. FROM A DIRECT MAILING, MARKETING AND NETWORKING METHODS, POTENTIAL GRANTEES ARE NOTIFIED OF THE CYCLE DATES WHICH WAS APPROVED BY THE FULL BOARD. ALL CONFLICTS OF INTEREST ARE DULY NOTED AND RECORDED. ALL HR4 REQUIREMENTS ARE STRICTLY ADHERED TO. WITH A RATING AND SCORING PROCEDURE THE GRANTEES ARE SELECTED AND PRESENTED TO THE FULL BOARD FOR APPROVAL. | Desc |
| Total Program Service Expenses | $2,098,594 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8129884882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| VICTOR BONGARD III | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ELLIOTT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE KELLEY | ||||||
| TRUSTEE | 7.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MCCRACKEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL MCKOWN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PHELPS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY RIDGE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEVERLY TEACH | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE TEAL | ||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | |
| BILL WALTERS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DWIGHT THOMPSON | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAN MILLS | ||||||
| VICE CHAIR | 19.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRY NORMAN | ||||||
| TREASURER | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RACHEL PERRY | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MADDISON MILLER | ||||||
| CEO (PART YEAR) | 50.00 | $38,460 | $0 | $350 | Yes (X) | |
| ALICE SUSEMICHEL | ||||||
| CEO (PART YEAR) | 50.00 | $30,558 | $0 | $450 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $69,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $138,650 | GovernmentGrantsAmt |
| All Other Contributions | $1,341,123 | AllOtherContributionsAmt |
| Total Contributions | $1,479,773 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,659 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,659 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474,356 | TotalRevenueColumnAmt |
| Exclusion | $474,356 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,296,543 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,564,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $731,789 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $731,789 | TotalRevenueColumnAmt |
| Exclusion | $731,789 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,707,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,659 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,206,145 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,690 | TotalAmt |
| Program Services | $1,896,690 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,237 | TotalAmt |
| Program Services | $54,237 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,818 | TotalAmt |
| Program Services | $20,006 | ProgramServicesAmt |
| Management And General | $37,462 | ManagementAndGeneralAmt |
| Fundraising | $12,350 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,599 | TotalAmt |
| Program Services | $32,837 | ProgramServicesAmt |
| Management And General | $61,490 | ManagementAndGeneralAmt |
| Fundraising | $20,272 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,990 | TotalAmt |
| Program Services | $857 | ProgramServicesAmt |
| Management And General | $1,604 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,323 | TotalAmt |
| Program Services | $4,677 | ProgramServicesAmt |
| Management And General | $8,759 | ManagementAndGeneralAmt |
| Fundraising | $2,887 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,162 | TotalAmt |
| Program Services | $59,162 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,674 | TotalAmt |
| Program Services | $2,384 | ProgramServicesAmt |
| Management And General | $40,523 | ManagementAndGeneralAmt |
| Fundraising | $4,767 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,628 | TotalAmt |
| Program Services | $181 | ProgramServicesAmt |
| Fundraising | $3,447 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,851 | TotalAmt |
| Program Services | $3,300 | ProgramServicesAmt |
| Management And General | $4,389 | ManagementAndGeneralAmt |
| Fundraising | $3,162 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,822 | TotalAmt |
| Program Services | $1,694 | ProgramServicesAmt |
| Management And General | $11,938 | ManagementAndGeneralAmt |
| Fundraising | $190 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719 | TotalAmt |
| Program Services | $516 | ProgramServicesAmt |
| Management And General | $515 | ManagementAndGeneralAmt |
| Fundraising | $688 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,091 | TotalAmt |
| Program Services | $4,964 | ProgramServicesAmt |
| Management And General | $1,063 | ManagementAndGeneralAmt |
| Fundraising | $1,064 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,946 | TotalAmt |
| Program Services | $797 | ProgramServicesAmt |
| Management And General | $15,149 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,977 | TotalAmt |
| Program Services | $593 | ProgramServicesAmt |
| Management And General | $1,384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS | $13,898 | $13,898 | ||
| MISCELLANEOUS | $12,006 | $1,801 | $7,804 | $2,401 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,342,431 | TotalAmt |
| Program Services | $2,098,594 | ProgramServicesAmt |
| Management And General | $192,080 | ManagementAndGeneralAmt |
| Fundraising | $51,757 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,705 | BOYAmt |
| EOY | $516,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $618,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,102 | BOYAmt |
| EOY | $450,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,100,373 | BOYAmt |
| EOY | $15,806,311 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,065 | BOYAmt |
| EOY | $242,340 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,650,548 | BOYAmt |
| EOY | $17,015,888 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $34,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,158 | BOYAmt |
| EOY | $29,707 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,540 | BOYAmt |
| EOY | $1,072,062 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,574 | BOYAmt |
| EOY | $48,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,272 | BOYAmt |
| EOY | $1,184,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,285 | BOYAmt |
| EOY | $1,115,042 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,889,991 | BOYAmt |
| EOY | $14,716,237 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,937,276 | BOYAmt |
| EOY | $15,831,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,650,548 | BOYAmt |
| EOY | $17,015,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $365,146 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $890,893 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $637,964 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,095,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,052,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $904,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,291,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,479,773 | CurrentTaxYearAmt |
| Total | $7,825,103 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,095,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,052,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $904,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,291,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,479,773 | CurrentTaxYearAmt |
| Total | $7,825,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,376,816 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,448,287 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $280,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $474,356 | CurrentTaxYearAmt |
| Total | $2,238,671 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,743 | CurrentTaxYearMinus1YearAmt |
| Total | $80,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,144,267 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,068 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $80,786 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $31,322 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,215,063 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,259,079 | BeginningYearBalanceAmt |
| Contributions | $298,752 | ContributionsAmt |
| Investment Earnings Or Losses | $1,875,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $482,490 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $265,324 | AdministrativeExpensesAmt |
| End Year Balance | $12,685,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,646,937 | BeginningYearBalanceAmt |
| Contributions | $241,304 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,668,143 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $716,086 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $244,933 | AdministrativeExpensesAmt |
| End Year Balance | $11,259,079 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,538,338 | BeginningYearBalanceAmt |
| Contributions | $273,149 | ContributionsAmt |
| Investment Earnings Or Losses | $2,489,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $431,061 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $222,829 | AdministrativeExpensesAmt |
| End Year Balance | $13,646,937 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,689,091 | BeginningYearBalanceAmt |
| Contributions | $133,688 | ContributionsAmt |
| Investment Earnings Or Losses | $997,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $99,576 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $182,338 | AdministrativeExpensesAmt |
| End Year Balance | $11,538,338 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,966,255 | BeginningYearBalanceAmt |
| Contributions | $566,169 | ContributionsAmt |
| Investment Earnings Or Losses | $1,817,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $466,269 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $194,337 | AdministrativeExpensesAmt |
| End Year Balance | $10,689,091 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,000 | OtherCostOrOtherBasisAmt |
| Book Value | $217,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $329,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,056 | DepreciationAmt |
| Book Value | $228,408 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,290 | DepreciationAmt |
| Book Value | $5,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $450,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER CHARITABLE REMAINDER TRUST | Desc |
| Amt | $48,590 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,590 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,245,198 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $890,893 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $335,125 | OtherRevenueAmt |
| Revenue Not Reported | $1,226,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,019,180 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,964 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $633,433 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $688,397 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,707,577 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,351,195 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $275,639 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $275,639 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,075,556 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,964 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,211,911 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,266,875 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,342,431 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEES AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION. |
| PART V, LINE 4: | THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEES AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 22,761. CHANGE IN VALUE OF LIFE INSURANCE 36,725. ADMINISTRATIVE FEE REVENUE 275,639. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SFAS #136 ADJUSTMENT 633,433. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEE EXPENSE 275,639. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SFAS #136 ADJUSTMENT 1,211,911. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BROWN COUNTY SCHOOLS | |||||||||
| PO BOX 38 357 EAST MAIN STREET | NASHVILLE | IN | 47448 | 356004298 | GOVERNMENTAL | $672,960 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| CAREER RESOURCE CENTER OF BROWN COUNTY | |||||||||
| PO BOX 2087 246 EAST MAIN STREET | NASHVILLE | IN | 47448 | 356004298 | GOVERNMENTAL | $66,753 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| NASHVILLE ARTS & ENTERTAINMENT COMMISSION | |||||||||
| 200 COMMERCIAL STREET | NASHVILLE | IN | 47448 | 501(C)(3) | $45,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | ||
| BROWN COUNTY ART GUILD INC | |||||||||
| PO BOX 324 | NASHVILLE | IN | 47448 | 351035674 | 501(C)(3) | $41,500 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| BROWN COUNTY HABITAT FOR HUMANITY INC | |||||||||
| PO BOX 260 | NASHVILLE | IN | 47448 | 621423488 | 501(C)(3) | $20,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| OAK RIDGE CEMETERY ASSOCIATION | |||||||||
| PO BOX 2073 | NASHVILLE | IN | 47448 | 311111674 | 501(C)(3) | $15,054 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| BROWN COUNTY HUMANE SOCIETY INC | |||||||||
| 128 SOUTH STATE ROAD 135 | NASHVILLE | IN | 47448 | 237276105 | 501(C)(3) | $15,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| BROWN COUNTY COMMUNITY YMCA | |||||||||
| 105 WILLOW STREET | NASHVILLE | IN | 47448 | 352038783 | 501(C)(3) | $14,564 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| BROWN COUNTY WEEKEND BACKPACKS | |||||||||
| PO BOX 160 | NASHVILLE | IN | 47448 | 474391013 | 501(C)(3) | $11,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| FRUITDALE VOLUNTEER FIRE DEPARTMENTINC | |||||||||
| 5200 NORTH STATE ROAD 135 | MORGANTOWN | IN | 46160 | 356042256 | 501(C)(3) | $10,362 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| FINANCIAL ASSISTANCE FUND FOR BC VETERANS | |||||||||
| 902 DEER RUN LANE | NASHVILLE | IN | 47448 | 501(C)(3) | $8,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | ||
| ST PAUL LUTHERAN CHURCH | |||||||||
| 6045 EAST STATE STREET | COLUMBUS | IN | 47201 | 351163145 | 501(C)(3) | $7,581 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| FRIENDS OF BROWN COUNTY STATE PARK | |||||||||
| PO BOX 1892 | NASHVILLE | IN | 47448 | 352056769 | 501(C)(3) | $7,500 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| GOD'S GRACE | |||||||||
| 602 STATE ROAD 135 NORTH | NASHVILLE | IN | 47448 | 832009784 | 501(C)(3) | $6,000 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| READY TO READ | |||||||||
| PO BOX 722 | NASHVILLE | IN | 47448 | 881880455 | 501(C)(3) | $5,725 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| SYCAMORE LAND TRUST | |||||||||
| PO BOX 7801 4898 E HERITAGE WOODS | BLOOMINGTON | CA | 47407 | 351830637 | 501(C)(3) | $5,362 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | ROAD |
| INDIANA FOREST ALLIANCE | |||||||||
| 2123 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | 352059195 | 501(C)(3) | $5,059 | $0 | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 32 | RecipientCnt |
| Cash Grant | $54,237 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BCCF REQUIRES THE ORGANIZATION TO FOLLOW A GRANT ACCOUNTABILITY REPORT GUIDELINES, WHICH REQUIRES A WRITTEN NARRATIVE, FINANCIAL REPORT, COPIES OF RECEIPTS/INVOICES, AND PHOTOGRAPHS OF PROJECT. BCCF ALSO VISITS THE SITE FOR AN INSPECTION, WHEN APPLICABLE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE RECEIVED A COPY OF THE FORM 990. THEY REVIEW THE FORM IN ITS ENTIRETY. THEN THE 990 IS SENT TO THE BOARD FOR REVIEW PRIOR TO THE MEETING. AT THE MEETING, THE FORM 990 IS DISCUSSED. THE BOARD OF TRUSTEES MAKES A MOTION TO APPROVE THE FORM 990. AFTER APPROVAL, THE BOARD CHAIR SIGNS THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMMITTEE MEMBERS, STAFF AND BOARD TRUSTEES COMPLETE A NEW CONFLICT OF INTEREST FORM EACH YEAR. THE COMMITTEE CHAIRS REVIEW THE FORMS FOR THE COMMITTEES. THE CEO REVIEWS THE FORMS FOR THE STAFF. THE BOARD CHAIR AND THE NOMINATING COMMITTEE REVIEWS THE FORM FOR THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES ESTABLISHED A COMMITTEE TO DETERMINE THE CEO SALARY. PART OF THE DECISION WAS BASED ON MONIES AVAILABLE. THE CEO'S SALARY IS REVIEWED EACH YEAR BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | BCCF MAKES DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH BCCF'S ANNUAL REPORT TO THE COMMUNITY, THROUGH THE BCCF WEBSITE AND ANNOUNCEMENTS IN THE LOCAL NEWSPAPER. |
| FORM 990, PART XI, LINE 9: | SFAS 136 ADJUSTMENT 578,478. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 22,761. CHANGE IN VALUE OF LIFE INSURANCE 36,725. |
| LINE 2C | THERE WAS NO CHANGE IN THE OVERSIGHT OF THE AUDIT OR SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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