2023-09-05T10:22:02-05:00 2022-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2022-01-01 351835950 RUSH COUNTY COMMUNITY FOUNDATION INC RUSH 7659381177 117 N MAIN ST RUSHVILLE IN 46173 CHRIS MAY ED EXECUTIVE DIRECTOR 7659381177 2023-08-30 1 CHRIS MAY ED 999009999 0 TRACY A HAINES CPA P00517541 7659660531 2023-08-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MAY 117 N MAIN ST RUSHVILLE IN 46173 1777790 0 X WWW.RUSHCOUNTYFOUNDATION.ORG X 1991 IN THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 12 12 7 64 0 0 1197718 929300 0 0 1848721 822854 0 0 3046439 1752154 583984 684284 0 0 262755 252029 0 0 103342 818830 882370 1665569 1818683 1380870 -66529 28144119 23392439 4623125 4082811 23520994 19309628 X THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 0 0 1537877 684284 COMMUNITY GRANTS FOR LOCAL SCHOOLS AND ORGANIZATIONS AND COLLEGE SCHOLARSHIPS FOR INDIVIDUALS. 108 SCHOLARSHIPS AND 157 GRANTS WERE DISTRIBUTED. 1537877 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X CHRIS MAY 7659381177 117 N MAIN ST RUSHVILLE IN 46173 KAREN BRASHABER VICE PRESIDENT 1.00 X X 0 0 0 BEN WICKER BOARD MEMBER 1.00 X 0 0 0 ARIKA MARLATT BOARD MEMBER 1.00 X 0 0 0 PHILLIP KUHN TREASURER 1.00 X X 0 0 0 BOB GULDE BOARD MEMBER 1.00 X 0 0 0 DAVE MALSON BOARD MEMBER 1.00 X 0 0 0 KEITH PERIN PRESIDENT 1.00 X X 0 0 0 DAVID BURKHARDT BOARD MEMBER 1.00 X 0 0 0 DENISE HOEING SECRETARY 1.00 X X 0 0 0 PHIL KING BOARD MEMBER 1.00 X 0 0 0 LAURA ASH BOARD MEMBER 1.00 X 0 0 0 TONI SCHULTZ BOARD MEMBER 1.00 X 0 0 0 ANGELA BANE ADMINISTRATIVE AND ACCOUNT 38.00 X 45285 0 6500 ALISA WINTERS EXECUTIVE DIRECTOR 38.00 X 76092 0 6720 GERALD MOHR INTERIM EXECUTIVE DIRECTOR 24.00 X 12600 0 0 133977 0 13220 0 0 0 0 WEDDLE BROS DESIGN & BUILD LLC 2182 W INDUSTRIAL PARK DR BLOOMINGTON IN 47404 WORK ON REC CENTER 436227 TRIANGLE2 SOLUTIONS 101 5TH AVE W SPRINGFIELD TN 37172 WORK ON REC CENTER 111333 2 929300 929300 822854 822854 25636 25636 0 0 1752154 0 0 822854 461368 461368 222916 222916 177552 87126 59989 30437 32262 16233 4920 11109 25726 12863 7718 5145 16489 7933 5342 3214 525 79 446 16420 2463 13957 46819 46819 1830 732 1098 5062 5062 9873 494 8885 494 6123 4593 612 918 2348 2348 19197 7679 11518 4615 1384 3231 REC CENTER FUND 505842 505842 ELI CLOSING THE GAP GRA 92487 92487 DONOR CULTIVATION 46865 46865 FIRST5 FUND 31258 26569 3126 1563 93106 40297 50310 2499 1818683 1537877 177464 103342 2656 4104 4511532 3260350 112500 0 507693 226528 300362 281165 23217069 19846820 28144119 23392439 205720 158748 12500 4417405 3911563 4623125 4082811 X 9669244 7915259 13851750 11394369 23520994 19309628 28144119 23392439 X -66529 -3719409 -425428 X X 0 1 X 1 0 X 1131118 538821 1193681 1197718 929300 4990638 1131118 538821 1193681 1197718 929300 4990638 2030131 2960507 841873 606551 537770 757421 822854 3566469 1394 155 28714 30263 8587370 0.34480 0.41250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 79 3830 84003 277702 177855 5703774 1 1 19267428 242399 -2819027 523853 347789 15819158 17438658 314808 2367917 492538 361417 19267428 15655711 808838 1766138 543849 248180 17438658 13452590 435990 2585108 80061 242258 495658 15655711 14364832 765797 -967933 445676 -25973 290403 13452590 0.31270 0.06280 0.62450 0 0 100293 100293 349263 184468 164795 58137 42060 16077 281165 X -2085163 -4144837 32157 -4112680 2027517 46819 -322182 -275363 1752154 1664322 32157 32157 1632165 46819 139699 186518 1818683 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT POLICY FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING, AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK PARAMETERS. IN JUNE 2017, THE FOUNDATION ADOPTED A FORMAL SPENDING POLICY TO CALCULATE THE AMOUNT OF MONEY ANNUALLY DISTRIBUTED FROM THE FOUNDATION'S VARIOUS ENDOWED FUNDS. THE CURRENT SPENDING POLICY IS TO DISTRIBUTE AN AMOUNT DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AND THAT RATE IS MULTIPLIED BY THE PREVIOUS FIVE-YEAR ROLLING AVERAGE OF THE FUND'S FAIR MARKET VALUE. FOR DECEMBER 31, 2022 AND 2021, THE BOARD APPROVED A SPENDING RATE OF 4.2%. THE FOUNDATION'S OBJECTIVE IS TO AVOID INVASION INTO THE HISTORICAL VALUE OR PRINCIPAL OF A FUND TO MEET THE SPENDING POLICY, UNLESS THE TERMS OF A GIFT ALLOWS THE FOUNDATION TO DO SO IN A PRUDENT MANNER. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE FORMALIZED SPENDING POLICY WILL ALLOW ITS ENDOWMENT ASSETS TO GROW CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANGEMENT FEE INCOME 32,157. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT -322,182. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEE EXPENSES 32,157. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 139,700. ROUNDING -1. 1 BOYS & GIRLS CLUB OF RUSH COUNTY 1590 N SEXTON RUSHVILLE IN 46173 237170004 501(C)(3) 41253 0 TO PROVIDE SUPPORT TO THE BOYS AND GIRLS CLUB OF RUSH COUNTY GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 12500 0 COMMUNITY GRANT: SCHOOL-BASED PANTRY PROGRAMS IN RUSH COUNTY MAIN STREET CHRISTIAN CHURCH 615 N MAIN ST RUSHVILLE IN 46173 356000841 501(C)(3) 10499 0 TO PROVIDE FUNDING TO SUPPORT THE CHURCH RUSH COUNTY HUMANE SOCIETY 916 E US HWY 52 RUSHVILLE IN 46173 351965311 501(C)(3) 12189 0 TO PROVIDE FUNDING TO SUPPORT THE ONGOING WORK AND DEVELOPMENT OF THE HUMANE SOCIETY RUSH MEMORIAL HOSPTIAL 1300 N MAIN ST RUSHVILLE IN 46173 203199892 501(C)(3) 8670 0 TO PROVIDE FUNDING FOR CANCER TREATMENTS AND SUPPORT FOR RUSH MEMORIAL HOSPITAL RUSHVILLE LODGE 1307 BPOE OF ELKS PO BOX 81 RUSHVILLE IN 46173 350173269 501(C)(8) 8243 0 TO PROVIDE OTHER CHARITABLE ACTIVITIES AND SUPPORT FOR THE RUSHVILLE LODGE 1307 BPOE OF ELKS RUSHVILLE PUBLIC LIBRARY 130 W 3RD ST RUSHVILLE IN 46173 356002081 501(C)(3) 23402 0 TO PROVIDE SUPPORT FOR THE LIBRARY'S CURRENT AND FUTURE NEEDS. TO PROMOTE SOCCER IN RUSH COUNTY. TO PURCHASE NEW BOOKS AND THE SUMMER PROGRAM. ST MARY CATHOLIC SCHOOL FOUNDATION 225 E 5TH ST RUSHVILLE IN 46173 351810106 501(C)(3) 11224 0 TO PROVIDE FUNDING TO SUPPORT THE SCHOOL ST PAUL'S UNITED METHODIST CHURCH 426 N MORGAN RUSHVILLE IN 46173 356000842 501(C)(3) 45152 0 TO PROVIDE SUPPORT FOR THE CHURCH RUSH COUNTY SENIOR CITIZENS SERVICES 504 W 3RD STREET RUSHVILLE IN 46173 351360401 501(C)(3) 9354 0 TO PROVIDE SUPPORT TO THE RUSH COUNTY SENIOR CITIZENS CENTER. RUSH COUNTY ARC PO BOX 44 RUSHVILLE IN 46173 351343188 501(C)(3) 7105 0 TO SUPPORT THE MENTALLY AND PHYSICALLY CHALLENGED AND THEIR FAMILIES. RUSH COUNTY HISTORICAL SOCIETY PO BOX 302 RUSHVILLE IN 46173 356021791 501(C)(3) 5441 0 TO SUPPORT THE ONGOING WORK AND DEVELOPMENT OF THE RUSH COUNTY HISTORICAL SOCIETY AND OTHER CHARITABLE ACTIVITIES. RUSHVILLE ELEMENTRY SCHOOL WEST 410 W 16TH STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 6898 0 TO PROVIDE SUPPORT / PROGRAMING FOR THE RUSHVILLE ELEMENTRY SCHOOL WEST. ALSO FOR SUPPORT OF GOLF SCRAMBLE. RUSHVILLE ELEMENTRY SCHOOL EAST 390 W 16TH STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 5755 0 TO PROVIDE SUPPORT / PROGRAMING FOR RUSHVILLE ELEMENTARY SCHOOL EAST, ALSO SUPPORT FOR GOLF SCRAMBLE. BENJAMIN RUSH MIDDLE SCHOOL 1601 N SEXTON STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 6361 0 EDUCATION GRANT FOR TOOLS AND SUPPLIES, SUPPORT FOR 8TH GRADE FARM-TO-TABLE & CAREERS IN AG DAY, AND TO SUPPORT GOLF SCRAMBLE. CITY OF RUSHVILLE FIRE AND RESCUE 120 N PERKINS STREET RUSHVILLE IN 46173 356001184 GOVERNMENTAL 10280 0 PURCHASE THE AMBU MAN ADVANCED TRAINING MANIKIN MANILLA COMMUNITY FIRE DEPARTMENT PO BOX 158 MANILLA IN 46150 351903617 501(C)(3) 7000 0 COMMUNITY GRANT: TWO SETS OF TURNOUT GEAR, INCLUDING BOOTS MILROY COMMUNITY FOOD PANTRY 300 N WALNUT STREET PO BOX 392 MILROY IN 46156 853351366 501(C)(3) 10000 0 TO HELP FEED THE FOOD INSECURE MILROY ELEMENTARY SCHOOL 300 N WALNUT STREET MILROY IN 46156 351097791 GOVERNMENTAL 13620 0 COMMUNITY GRANT FOR MILROY COMMUNITY WALKING PATH, AND FUNDS FOR GOLF SCRAMBLE RCHS 1201 LIONS PATH RUSHVILLE IN 46173 351097791 GOVERNMENTAL 7760 0 GRANTS FUND PROJECT LEAD THE WAY AND SUPPORT FOR GOLF SCRAMBLE RCHS ACTIVITIES FUND 1201 LIONS PATH RUSHVILLE IN 46179 351097791 GOVERNMENTAL 14979 0 GRANT TO MULTIPLE DIFFERENT FUNDS TO PROVIDE SUPPORT FOR TOP 25 TRIP RUSHVILLE FFA, SPORTS NETWORKING EQUIPMENT, LEADERSHIP CONFERENCE, WHEEKCHAIRS, SCHOOLS IN COMMUNITY AND IRON LION PROGRAM. RCHS FACS DEPARTMENT 1201 LIONS PATH RUSHVILLE IN 46173 351097791 GOVERNMENTAL 19519 0 TO SUPPORT FACS DEPARTMENT RUSH COUNTY 4-H HORSE & PONY 5359 N 700 W ARLINGTON IN 46104 300224103 501(C)(3) 10000 0 COMMUNITY GRANT: CONVERT SHOW GROUNDS FOR HANDICAP ACCESSIBILITY-TWO SIDEWALKS RUSH COUNTY COMMUNITY ASSISTANCE INC 109 E 3RD STREET RUSHVILLE IN 46173 263693804 501(C)(3) 11000 0 TO SUPPORT MILK PROGRAM AND MICROGRANT-CANVAS RUSHVILLE PARKS & RECREATION 119 W 16TH STREET RUSHVILLE IN 46713 356001184 GOVERNMENTAL 14115 0 TO HELP PROVIDE SUPPORT FOR RUSHVILLE PARKS & RECREATION AND SUPPORT OF ACTIVITIES FOR THE PARK PROGRAMS. RUSHVILLE POLICE DEPARTMENT 270 W 15TH STREET RUSHVILLE IN 46173 356001184 GOVERNMENTAL 6500 0 TO HELP SUPPORT RUSH COUNTY LOCAL COORDINATING COUNCIL FUND-RPD K9 PROGRAM RUSHVILLE PSI LOTA XI 2628 N 150 E RUSHVILLE IN 46173 356030502 501(C)(3) 15209 0 TO SUPPORT THE CHARITABLE ACTIVITIES OF RUSHVILLE PSI LOTA XI ORGANIZATION. ALSO, TO PROVIDE SUPPORT TO PROVIDE HEARING AIDS TO LOW INCOME CITIZENS OF RUSH COUNTY. ST MARY CALVARY CEMETERY 3787 W 415 S RUSHVILLE IN 46173 350876366 501(C)(3) 5100 0 TO PROVIDE SUPPORT TO RUSHVILLE ST. MARY'S CATHOLIC CHURCH 28 1 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 68 222916 PART I, LINE 2: THE TERMS OF THE GRANT REQUIRE TWO SIGNATURES FROM THE RECIPIENT ORGANIZATION BEFORE FUNDS ARE RELEASED. THE REQUIREMENTS OF THE RECIPIENT ORGANIZATION INCLUDE REPORTING INFORMATION BACK TO THE FOUNDATION INCLUDING WHETHER THE FUNDS WERE USED ACCORDING TO THE GRANT REQUEST, RECEIPTS FOR GRANT EXPENDITURES, REIMBURESMENT OF UNUSED FUNDS, PHOTOGRAPHS OF ANY ITEMS ACQUIRED WITH GRANT FUNDS, AND COMPLETION OF A QUESTIONNAIRE. THE GRANT RECIPIENT MUST STATE IN THE QUESTIONNAIRE WHETHER FUNDS WERE USED IN ACCORDANCE WITH IRS REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND ACCOUNTS COORDINATOR BEFORE FILING. THE COMPLETED INFORMATION WILL BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR ANALYZE POTENTIAL CONFLICTS OF BOARD MEMBERS, AND ANY ACTUAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL - THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REPORTS TO THE BOARD. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF ALL EMPLOYEES AND REPORTS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIALS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT -425,428. ROUNDING FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.