2023-01-20T12:31:34-06:00 2022-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2021-07-01 311117791 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC COMM 7656620065 505 WEST 3RD STREET MARION IN 46952 DAWN M BROWN PRESIDENT/CEO 7656620065 2023-01-12 1 DAWN BROWN XXX-XX-XXXX KANDY L WISCHMEIER CPA P00118327 8125228416 2023-01-12 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z DAWN M BROWN 505 WEST 3RD STREET MARION IN 46952 2875443 0 X GIVETOGRANT.ORG X 1984 IN THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 17 17 9 10 0 0 1347214 540600 17129 10947 1670790 1259028 0 0 3035133 1810575 1605329 1168887 0 0 361228 385229 0 0 169572 468401 482040 2434958 2036156 600175 -225581 33301601 28612372 1766201 1666822 31535400 26945550 X THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 0 0 937088 706639 6618 EDUCATION AND SCHOLARSHIP: ACCESS TO ATTAINING AN EDUCATION HAS ALWAYS BEEN IMPORTANT IN GRANT COUNTY. OUR GOAL WITH SCHOLARSHIP AWARDS IS TO HELP AS MANY STUDENTS AS POSSIBLE ATTEND COLLEGE. YEARLY, WE CALCULATE THE AVERAGE COST OF PUBLIC SCHOOL TUITION/FEES/BOOKS TO DEFINE AWARD MAXIMUMS. WE HAVE BEEN DILIGENT WITH SCHOLARSHIPS TO AWARD AMOUNTS THAT WILL BE IMPACTFUL FOR THE STUDENT AND ELIMINATE THE POSSIBILITY OF STUDENT LOAN DEBT. GRANT COUNTY IS AND WILL BE A BETTER PLACE IF WE CAN GIVE OUR COMMUNITY ACCESS TO AN EDUCATION IN A WAY THAT ELIMINATES FINANCIAL DEBT. THE SIGNIFICANT CHANGE THIS PAST YEAR WAS OUR DECISION TO PAY OUT OUR SCHOLARSHIPS EARLY, ESSENTIALLY AWARDING TWO YEARS OF SCHOLARSHIPS WITHIN ONE FISCAL YEAR, TO AVOID STUDENTS HAVING TO PAY LATE FEES TO THEIR COLLEGE BURSAR'S OFFICE. 187537 141418 1324 COMMUNITY DEVELOPMENT: THE COMMUNITY FOUNDATION USES ITS KNOWLEDGE, CONNECTIONS, INFLUENCE, AND RESOURCES TO BUILD POSITIVE CHANGE IN OUR COMMUNITY. ON A REGULAR BASIS WE BRING TOGETHER OTHER NONPROFITS TO SHARE WITH ONE ANOTHER WHAT THEY ARE DOING IN THE COMMUNITY AND BRIDGE THE GAP TO ALLOW FOR FURTHER COLLABORATIONS. WE CURRENTLY HAVE 418 FUNDS THAT WE MANAGE, WE HAVE GRANTED OVER $23 MILLION BACK INTO OUR COMMUNITY TO MAKE GRANT COUNTY A BETTER PLACE TO LIVE, WORK, PLAY, AND PRAY. THOUSANDS OF DONORS FROM ACROSS THE COUNTY, IN A VARIETY OF SOCIO-ECONOMIC SITUATIONS, HAVE CONTRIBUTED TO FUNDS AT THE COMMUNITY FOUNDATION TO SUPPORT PROJECTS OR PROGRAMS THAT CREATE A BETTER QUALITY OF LIFE FOR ALL WHO LIVE HERE. 425460 320830 3005 HEALTH AND HUMAN SERVICES: EMPOWERING THE HUMAN SERVICES NONPROFIT SECTOR IN GRANT COUNTY IS SOMETHING THE COMMUNITY FOUNDATION IS PROUD TO DO ANNUALLY. OUR LOCAL AGENCIES PROVIDE NECESSARY SERVICES TO THOUSANDS OF PEOPLE IN GRANT COUNTY, AND WITHOUT US, IT WOULD BE DIFFICULT TO HELP SO MANY FULLY ACHIEVE THEIR ORGANIZATIONAL MISSIONS. OVER THIS PAST YEAR, WE HAVE GRANTED TO MULTIPLE HEALTH AND HUMAN SERVICE ORGANIZATIONS, PERHAPS MORE THAN ANY PREVIOUS YEAR. DUE TO THE COVID PANDEMIC, WE OPENED A 3-MONTH GRANT CYCLE WHERE WE AWARDED GRANTS WEEKLY TO HEALTH AND HUMAN SERVICES ORGANIZATIONS. THESE ORGANIZATIONS ARE COMMITTED TO WORKING CLOSELY WITH INDIVIDUALS IN OUR COUNTY TO HELP IMPROVE THEIR OVERALL WELL-BEING. THEY SERVE ON THE FRONT LINES TO HOLISTICALLY MONITOR THE HEALTH OF OUR CITIZENS AND FAMILIES AND WE WERE PROUD TO STEP UP OUR GRANTMAKING DURING THIS CRITICAL TIME IN OUR HISTORY. 1550085 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 7656620065 505 WEST 3RD STREET MARION IN 46952 ANDRE PAYNE MEMBER 1.00 X 0 0 0 CAROL BROWN MEMBER 1.00 X 0 0 0 CHRIS KENNEDY MEMBER 1.00 X 0 0 0 DRU MCCOY MEMBER 1.00 X 0 0 0 ERIC MARSHALL MEMBER 1.00 X 0 0 0 HEATH CROUCH MEMBER 1.00 X 0 0 0 JEANETTE HOEKSEMA MEMBER 1.00 X 0 0 0 JENNIFER LEE MEMBER 1.00 X 0 0 0 JOHN GOULD MEMBER 1.00 X 0 0 0 KEITH PUFFER MEMBER 1.00 X 0 0 0 MARK ATKINSON MEMBER 1.00 1.00 X 0 0 0 MYLON LOGAN MEMBER 1.00 X 0 0 0 VALERIE MCHARRY MEMBER 1.00 X 0 0 0 DAN CAREY BOARD CHAIR 2.00 X X 0 0 0 KYLE SPEAKMAN VICE CHAIRMAN 1.00 X X 0 0 0 CORY POWELL SECRETARY 1.00 X X 0 0 0 MARTY HARKER TREASURER 1.00 X X 0 0 0 SHERRI RUSH CHIEF FINANCIAL OFFICER 40.00 2.00 X 68180 0 12644 DAWN BROWN PRESIDENT/CEO 40.00 10.00 X 97424 0 6928 165604 0 19572 0 0 0 0 0 540600 2681 540600 OTHER 624110 10947 10947 10947 971184 971184 1352712 1064868 287844 287844 287844 1810575 10947 0 1259028 791365 791365 377522 377522 195425 36878 136862 21685 144507 63310 11119 70078 15930 4779 6531 4620 29367 12248 4845 12274 1620 1620 25735 25735 40838 40838 22588 22588 18458 7174 4567 6717 67143 20143 26857 20143 7291 2406 2479 2406 4245 1698 849 1698 32667 32667 8685 8685 PROGRAM SERVICE EXPENSE 191724 191724 MISCELLANEOUS 29188 29188 REPAIRS & MAINTENANCE 17805 17805 DONOR DEVELOPMENT 7363 7363 6690 6690 2036156 1550085 316499 169572 496024 386984 2829161 2104593 10291 12338 756147 360369 230531 395778 29722125 25697918 13469 14761 33301601 28612372 0 251 9434 164114 0 9000 1576895 1390595 179872 102862 1766201 1666822 X 962017 997830 30573383 25947720 31535400 26945550 33301601 28612372 X -225581 -4555461 191192 X X 0 1 X 1 0 X 1277596 4701724 3710977 1347214 540600 11578111 1277596 4701724 3710977 1347214 540600 11578111 5294132 6283979 597069 1048943 844884 769788 971184 4231868 15809979 607 0.39750 0.42160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 95561 67843 1193901 1 1 0 1 X 31219542 252741 -3331649 1512545 29783 26598306 25870178 996004 5933688 1556489 23839 31219542 24245647 2155334 628624 1124103 11328 23996 25870178 21173636 3718737 1015446 1641884 884 19404 24245647 21567135 222166 805978 993287 2599 425757 21173636 0.00370 0.99630 0 0 116364 116364 420886 213014 207872 138930 79547 59383 79967 67808 12159 395778 CHARITABLE GIFT ANNUITIES 102300 OTHER LIABILITIES 562 102862 X PART IV, LINE 2B: CONTRIBUTIONS HELD FOR OTHERS REPRESENTS FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. PART V, LINE 4: EACH ENDOWMENT FUND IS SET-UP WITH A SPECIFIC PURPOSE IN MIND. AS THE ENDOWMENT GROWS, A PERCENTAGE OF THE AVERAGE BALANCE CAN BE SPENT TO MEET THE PURPOSE OF EACH FUND. WITH 361 DIFFERENT ENDOWMENT FUNDS, WE HAVE MANY VARIED PURPOSES. ENDOWMENT FUNDS ARE ULTIMATELY UTILIZED TO HELP US MEET OUR MISSION TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. WE ARE ABLE TO DO THAT BY SETTING UP FUNDS THAT DIRECTLY BENEFIT GRANT COUNTY AND SETTING UP FUNDS THAT HELP TO MEET LOCAL DONORS' CHARITABLE GOALS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 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 WHICH IS AN INFORMATIONAL RETURN ONLY. 1 A&M CHILDCARELEARNING CENTER 3010 S RACE ST MARION IN 46953 352014310 PRIVATE DAYCARE 9140 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AFENA FEDERAL CREDIT UNION 424 N BRADNER AVE MARION IN 46952 351038099 FEDERAL CREDIT UNION 11254 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANCER SERVICES OF GRANT COUNTY 305 S NORTON AVE MARION IN 46952 351058216 501C3 7853 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CAREY SERVICES - JIM ALLBAUGH 2724 S CAREY ST MARION IN 46953 350965642 501C3 51293 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COLLEGE WESLEYAN CHURCH 200 E 38TH ST MARION IN 46953 351075415 501C3 9980 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CSA - COMMUNITY SCHOOL OF THE ARTS 305 S ADAMS ST MARION IN 46952 351956785 501C3 50200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAIRMOUNT FRIENDS MEETING 124 W FIRST ST FAIRMOUNT IN 46928 356060513 CHURCH 8981 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAMILY SERVICE SOCIETY 101 S WASHINGTON ST STE 200 MARION IN 46952 350868083 501C3 13000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIREFLY CHILDREN AND FAMILY ALLIANCE 1575 DR MARTIN LUTHER KING JR STREET INDIANAPOLIS IN 46202 351061264 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRANCES SLOCUM ELEMENTARY SCHOOL 2909 S TORRENCE ST MARION IN 46953 356002617 PUBLIC SCHOOL 9312 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GAS CITY POLICE DEPARTMENT 211 E MAIN ST GAS CITY IN 46933 356001041 CITY 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY EMERGENCY MANAGEMENT 401 S ADAMS ST MARION IN 46953 356000149 COUNTY 8402 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY FAMILY YMCA 123 SUTTER WAY MARION IN 46952 350886981 501C3 22397 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY RESCUE MISSION 423 S GALLATIN ST PO BOX 63 MARION IN 46952 351659778 501C3 53597 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF GRANT COUNTY INC PO BOX 687 MARION IN 46953 351864599 501C3 48780 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOLY FAMILY CATHOLIC CHURCH 325 E N A ST GAS CITY IN 46933 356033800 501C3 6814 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOOSIER SHAKES INC 811 BRIARWOOD LANE MARION IN 46952 473271589 501C3 6200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOPE HOUSE MINISTRY INC 108 E 14TH ST MARION IN 46953 842358737 501C3 25650 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION I HAVE A DREAM PRESCHOOL ACADEMY 1240 S ADAMS ST MARION IN 46953 371514230 CHURCH DAYCARE 12002 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 501C3 28260 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION ARTS COMMISSION INC 212 ASHBOURNE DR NOBLESVILLE IN 46060 870915286 501C3 14618 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION HEALTH 441 N WABASH AVE PO BOX 1209 MARION IN 46952 350868130 501C3 10130 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION HIGH SCHOOL ALUMNI ASSOCIATION PO BOX 448 MARION IN 46952 454516790 501C3 12170 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION PARKS & RECREATION DEPARTMENT 301 S BRANSON ST MARION IN 46952 356001102 CITY 5710 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS MARION AREA INC 624 S ADAMS ST MARION IN 46953 351441869 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MISSISSINEWA COMMUNITY SCHOOLS 424 E S A ST GAS CITY IN 46933 356002529 PUBLIC SCHOOL 21220 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MUNCIE DELAWARE ROBOTICS INC - EAST CENTRAL INDIANA ROBOTICS 625 MASSACHUSETTS AVE PO BOX 202 MATTHEWS IN 46957 721620450 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ORCHESTRA INDIANA PO BOX 1236 MUNCIE IN 47308 356041986 501C3 11610 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PROJECT LEADERSHIP 118 W 25TH ST MARION IN 46953 453577728 501C3 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PSI IOTA XI SORORITY - GAMMA TAU CHAPTER 2302 N MILLER AVE MARION IN 46952 356067477 501C3 15066 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY DIVISIONAL HEADQUARTERS INDIANA DIVISION 359 N BRADNER AVE MARION IN 46952 362167910 501C3 8550 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC SCHOOL 1009 KEM RD MARION IN 46952 350941133 PRIVATE SCHOOL 17100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF GRANT COUNTY 215 S ADAMS ST PO BOX 61 MARION IN 46952 350995975 501C3 35930 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WESTMINSTER PRESCHOOL 1100 JEFFRAS AVE MARION IN 46952 351383470 501C3 6990 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33 1 SCHOLARSHIPS 196 377522 PART I, LINE 2: THE COMMUNITY FOUNDATION HAS FOLLOW UP PROCEDURES ON ALL GRANTS PAID OUT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES AT A SPECIAL MEETING PRIOR TO FILING THE RETURN. A COPY OF THE RETURN IS DISTRIBUTED TO THE BOARD BY E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE DISCLOSES WHETHER THEY OR FAMILY MEMBERS HAVE INTERESTS THAT GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE MONITORED AT ALL MEETINGS. SHOULD A CONFLICT ARISE, THAT INDIVIDUAL DOES NOT PARTICIPATE IN COMMITTEE OR BOARD DELIBERATIONS AND DECISIONS CONCERNING THAT TRANSACTION/DECISION. THE CONFLICT OF INTEREST POLICY WAS REVISED BY THE COMPLIANCE COMMITTEE IN A WAY THAT MAKES IT EASIER FOR EACH BOARD AND STAFF MEMBER TO UNDERSTAND HOW/WHEN IT IS NECESSARY TO DISCLOSE THEIR CONFLICTS. ONCE ALL OF THE BOARD AND STAFF MEMBER DISCLOSURES HAVE BEEN MADE, BOTH THE CHAIR OF THE BOARD AND THE PRESIDENT/CEO SIGN OFF ON EACH DOCUMENT AS A WAY TO INCREASE TRANSPARENCY. DETAILED MINUTES ARE ALWAYS KEPT TO DOCUMENT BOARD/STAFF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY AMOUNTS ARE DISCUSSED AND RESEARCHED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. THE COMMITTEE MAY REFER TO THE SALARY AND BENEFITS REPORT FROM THE COUNCIL ON FOUNDATIONS WHEN DETERMINING THE SALARY AND BENEFITS OF THE OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 18 CURRENT AND PAST FORM 990'S ARE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG OR BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 1023 IS AVAILABLE BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,892. SFAS 136 ADJUSTMENT 186,300. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR CF PROPERTIES ONE (1) LLC 505 WEST THIRD STREET MARION IN 46952 HOLD TITLE TO AND ACCEPT GIFTS OF REAL ESTATE IN N/A COMMUNITY FOUNDATION OF GRANT COUNTY SUPPORTING ORGANIZATION INC 505 WEST 3RD STREET MARION IN 46952 851554023 TO SUPPORT THE COMMUNITY FOUNDATION OF GRANT COUNTY, INDIANA, INC. IN 501(C) LINE 12B, II 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0