2023-11-10T08:50:17-06:00 2022-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2022-01-01 351406033 WAYNE COUNTY INDIANA FOUNDATION INC WAYN 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 REBECCA GILLIAM EXECUTIVE DIRECTOR 7659621638 2023-11-07 1 REBECCA GILLIAM 999009999 0 TRACY A HAINES CPA P00517541 7659660531 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA GILLIAM 33 SOUTH 7TH STREET RICHMOND IN 47374 9137614 0 X WWW.WAYNECOUNTYFOUNDATION.ORG X 1978 IN THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS. 14 14 8 44 244158 218038 4628499 2836948 716758 671125 3741166 2025431 244241 473965 9330664 6007469 2641423 2389872 0 0 492829 542931 0 0 134976 1206282 1249775 4340534 4182578 4990130 1824891 67116105 56668703 584289 608769 66531816 56059934 TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. 0 0 1839826 1839826 426314 GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 382 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. 550046 550046 445904 SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 146 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. 699465 COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES. 3089337 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 17 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN CA X X X REBECCA S GILLIAM 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 BRAD BOWMAN CHAIR 1.00 X X 0 0 0 GARRY KLEER MEMBER 1.00 X 0 0 0 VALERIE SHAFFER MEMBER 1.00 X 0 0 0 CHRIS KNIGHT TREASURER 1.00 X X 0 0 0 DAVID RODGERS VICE CHAIR 1.00 X X 0 0 0 RAY ONTKO MEMBER 1.00 X 0 0 0 KEVIN HANDLEY MEMBER 1.00 X 0 0 0 BRENDA MCLANE AT-LARGE 1.00 X X 0 0 0 ERIC MARSH MEMBER 1.00 X 0 0 0 KATHY GIRTEN SECRETARY 1.00 X X 0 0 0 AVIS STEWART MEMBER 1.00 X 0 0 0 ROB HOUSEMAN MEMBER 1.00 X 0 0 0 JODIE SCHEIBEN MEMBER 1.00 X 0 0 0 DICK SMITH MEMBER 1.00 X 0 0 0 AMY WALTZ FINANCE OFFICER 40.00 X 76483 0 17921 REBECCA GILLIAM EXECUTIVE DIRECTOR 40.00 X 100886 0 13709 177369 0 31630 1 0 0 0 0 25626 2811322 339260 2836948 ADMINISTRATIVE FEES 900099 671125 671125 671125 1657569 1657569 31249 0 31249 31249 31249 3486547 3118685 367862 367862 367862 8925 25626 11460 -2535 -2535 INCOME FROM PARTNERSHIP INVESTMEN 900099 244158 244158 GRANT REPAYMENT 900099 156477 156477 MISCELLANEOUS 900099 33256 33256 11360 11360 445251 6007469 872218 244158 2054145 1839826 1839826 550046 550046 209000 34379 128783 45838 250996 162232 67579 21185 8754 5276 2661 817 40507 30313 8400 1794 33674 15132 13704 4838 17248 17248 20940 9410 8522 3008 27920 26739 1181 26755 12023 10888 3844 4048 1819 1647 582 UBI TAX 78779 78779 FOUNDATION MANAGEMENT F 647474 647474 TRUSTEE FEES 168047 168047 OTHER EXPENSES 161331 135861 3939 21531 97233 19455 46239 31539 4182578 3089337 958265 134976 1871443 2641359 62958 179574 1601 0 25331 52638 898870 500622 345445 398248 61610234 50205911 3199093 3190973 67116105 56668703 4269 11908 299433 341840 280587 255021 584289 608769 X 64668986 54509393 1862830 1550541 66531816 56059934 67116105 56668703 X 1824891 -11617145 -679628 X X 0 1 X 1 0 X 2638916 7347626 4253664 4628499 2836948 21705653 2638916 7347626 4253664 4628499 2836948 21705653 8583146 13122507 1645832 1259413 1211461 2907074 1688818 8712598 41980 25765 44079 181012 244158 536994 511224 508731 564938 716758 671125 2972776 33928021 0.38680 0.36470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 307 1233043 1222386 764334 1472933 6259230 34588289 1 1 56216413 1166877 -8920552 1312732 63156 614972 46471878 53641697 2153618 6064162 4988643 -15110 669531 56216413 45535888 2683612 7239279 1231803 59067 526212 53641697 33605688 6071071 6876171 925238 -382222 474026 45535888 36559167 427021 -1701340 1212673 -12775 479262 33605688 0.97330 0.01980 0.00690 0 0 20000 20000 794240 441126 353114 84630 59496 25134 398248 ALTERNATIVE INVESTMENTS 3190973 F 3190973 LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS 255021 255021 X -6035437 -11617145 -17692 -11634837 5599400 408069 408069 6007469 3729857 0 3729857 452721 452721 4182578 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL AND INCOME POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. 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: CHANGE IN SPLIT INTEREST AGREEMENTS -17,692. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 95,006. TRUSTEE FEES 168,047. FUNDRAISING EXPENSE NETTED AGAINST REVENUE -11,460. ROUNDING -1. GRANT REPAYMENT 156,477. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 139,657. ROUNDING TRUSTEE FEES 168,047. FUNDRAISING EXPENSES NETTED AGAINST 990 -11,460. GRANT REPAYMENT 156,477. BLOOM & GLOW 34551 25626 8925 11460 34551 25626 8925 11460 11460 -2535 1 ACHIEVA RESOURCES CORPORATION INC PO BOX 1252 RICHMOND IN 47375 351005528 501C3 9699 0 2022 SPRING CYCLE AND ANNUAL DISTRIBUTION OF FUNDS A BETTER WAY SERVICES INC 307 E CHARLES ST MUNCIE IN 473052416 350868081 501C3 29753 0 2022 DISTRIBUTION FROM DONOR ADVISED FUND, 2022 GRANT CYCLE, AND ANNUAL GRANT DISTRIBUTION AMERICAN RED CROSS OF INDIANA 1510 N MERIDIAN STREET INDIANAPOLIS IN 46202 530196605 501C3 8100 0 2022 SPRING CYCLE AND ANNUAL DISTRIBUTION OF FUNDS AMIGOS THE RICHMOND LATINO CENTER 801 NATIONAL ROAD WEST DRAWER 17 RICHMOND IN 47374 800636080 501C3 10250 0 2022 SPRING CYCLE, AND GRANT FROM DONOR ADVISED FUND AUDUBON FLORIDA 375 SANCTUARY RD NAPLES FL 34120 131624102 501C3 30000 0 DONOR ADVISED GRANT BIRTH-TO-FIVE INC PO BOX 1815 RICHMOND IN 47375 351843800 501C3 25654 0 2022 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND DISTRIBUTIONS FROM FUNDS BOYS AND GIRLS CLUBS OF WAYNE COUNTY 1717 SOUTH L STREET RICHMOND IN 47374 351065715 501C3 55837 0 ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, 2022 DISTRIBUTIONS FROM MULTIPLE FUNDS BRIDGES FOR LIFE 100 N 10TH STREET RICHMOND IN 47374 832841893 501C3 6500 0 2022 SPRING GRANT CYCLE BRIGHTER PATH INC 2778 NORTH TREATY LINE ROAD CAMBRIDGE CITY IN 47327 821137277 501C3 16290 0 2022 SPRING GRANT CYCLE, AND BUILDING GRANT CENTERSTONE PO BOX 197608 NASHVILLE TN 372197608 351147323 501C3 5599 0 2022 ANNUAL GRANT DISTRIBUTION AND 2022 GRANT CYCLE CENTERVILLE-ABINGTON COMMUNITY SCHOOLS 115 W SOUTH STREET CENTERVILLE IN 47330 356006868 501C3 5507 0 2022 ANNUAL GRANT DISTRIBUTION CENTRAL UNITED METHODIST CHURCH 1425 EAST MAIN STREET RICHMOND IN 47374 350873337 CHURCH 6000 0 DISTRIBUTION FROM DONOR ADVISED FUND CHILDREN'S JUSTICE AND ADVOCACY CENTER INC PO BOX 2195 RICHMOND IN 47375 161637581 501C3 13435 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND CIRCLE U HELP CENTER INC PO BOX 491 RICHMOND IN 47375 351611125 501C3 13192 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND CITY OF RICHMOND HOUSING AUTHORITY 58 S 15TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 16048 0 DISTRIBUTION FROM FUND COMMUNITIES IN SCHOOLS OF WAYNE COUNTY 33 SOUTH 7TH STREET RICHMOND IN 47374 352132872 501C3 26732 0 DISTRIBUTION FROM DONOR ADVISED FUNDS AND 2022 GRANT CYCLE, AND OTHER DISTRIBUTIONS FROM FUNDS COPE ENVIRONMENTAL CENTER 1730 AIRPORT ROAD CENTERVILLE IN 47330 351856406 501C3 27848 0 2022 GRANT CYCLE, DONOR ADVISED FUND GRANT, ANNUAL GRANT DISTRIBUTION, AND OTHER DISTRIBUTIONS EARLHAM COLLEGE 801 NATIONAL ROAD WEST DRAWER 193 RICHMOND IN 47374 350868073 SCHOOL 108371 0 ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, 2022 DISTRIBUTIONS FROM OTHER FUND EVERY CHILD CAN READ 33 SOUTH SEVENTH STREET RICHMOND IN 47374 264389859 501C3 27166 0 2022 GRANT CYCLE, DONOR ADVISED GRANT, AND OTHER DISTRIBUTIONS FIRST ENGLISH LUTHERAN CHURCH 2727 NATIONAL ROAD EAST RICHMOND IN 47374 356000831 CHURCH 7205 0 2022 ANNUAL GRANT DISTRIBUTION AND DONOR ADVISED GRANT FOOD BANK INC 715 SHERIDAN STREET RICHMOND IN 47374 814867833 501C3 9500 0 2022 GRANT CYCLE AND OTHER DISTRIBUTION FORT LIBERTY COMMUNITY FOUNDATION PO BOX 74620 FORT BRAGG NC 28307 561750625 501C3 8000 0 DISTRIBUTION FROM DONOR ADVISED FUND GIRLS INC OF WAYNE COUNTY PO BOX 43 RICHMOND IN 47375 237188644 501C3 17918 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND, AND OTHER FUNDS GLEANERS FOOD BANK OF INDIANA INC 3737 WALDERMERE AVE INDIANAPOLIS IN 46241 351483868 501C3 15000 0 2022 GRANT CYCLE GOLAY COMMUNITY CENTER INC 1007 E MAIN STREET CAMBRIDGE CITY IN 47327 351518699 501C3 7875 0 2022 GRANT CYCLE, AND DONOR ADVISED GRANT GOOD NEWS HABITAT FOR HUMANITY 1114 S F STREET RICHMOND IN 47374 351803693 501C3 15000 0 2022 GRANT CYCLE HAGERSTOWN NETTLE CREEK PLAYERS 150 N PLUM STREET PO BOX 24 HAGERSTOWN IN 47346 811657958 501C3 10000 0 2022 GRANT CYCLE HAND-IN-HAND ADULT DAY CARE OF RICHMOND 2727 EAST MAIN STREET RICHMOND IN 47374 351762648 501C3 22555 0 2022 GRANT CYCLE, ANNUEL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT HELP THE ANIMALS PO BOX 117 RICHMOND IN 47375 351772951 501C3 36242 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT HOPE HOUSE 275 GROVE RD RICHMOND IN 47374 352130321 501C3 25925 0 CAPITAL CAMPAIGN GRANT, DONOR ADVISED GRANT, AND ANNUAL GRANT DISTRIBUTION INDIANA STATE MUSEUM AND HISTORIC SITES 650 W WASHINGTON ST INDIANAPOLIS IN 46204 356202818 501C3 14000 0 2022 GRANT CYCLE IU FOUNDATION - IU SCHOOL OF MEDICINE PO BOX 7072 INDIANAPOLIS IN 462077072 356018940 SCHOOL 6124 0 DISTRIBUTION FOR RESEARCH IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 SCHOOL 30307 0 ANNUAL GRANT DISTRIBUTION AND DONOR ADVISED GRANT JUNIOR ACHIEVEMENT OF EASTERN INDIANA 644 LINN ST STE 1024 CINCINNATI OH 45203 320014307 501C3 16000 0 2022 GRANT CYCLE AND DONOR ADVISED GRANT LAKE DEATON UNITED METHODIST CHURCH 6500 WESLEYAN WAY WILDWOOD FL 34785 851347824 CHURCH 7000 0 DONOR ADVISED GRANT MORRISSON-REEVES LIBRARY 80 NORTH 6TH STREET RICHMOND IN 47374 356001895 LIBRARY 31310 0 2022 ANNUAL GRANT DISTRIBUTION, 2022 GRANT CYCLE, AND DONOR ADVISED GRANT NATIONAL CHRISTIAN FOUNDATION 11625 RAINWATER DRIVE STE 500 ALPHARETTA GA 30009 581493949 501C3 25000 0 DONOR ADVISED GRANT NC CPA FOUNDATION INC PO BOX 80188 RALEIGH NC 27623 561273347 501C3 5500 0 DISTRIBUTION FROM DONOR ADVISED FUND NEIGHBORHOOD HEALTH CENTER 101 S 10TH ST RICHMOND IN 47374 821816047 501C3 17000 0 2022 GRANT CYCLE AND OTHER DISTRIBUTION NOAH'S ARK DAY CARE CENTER 131 NW 8TH STREET RICHMOND IN 47374 351742438 501C3 25000 0 DONOR ADVISED GRANTS AND MINI-GRANT OPEN ARMS MINISTRIES PO BOX 1012 RICHMOND IN 47375 300583053 501C3 7310 0 DONOR ADVISED GRANTS AND OTHER DISTRIBUTIONS RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47375 356005040 501C3 36244 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501C3 39954 0 2022 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT RICHMOND COMMUNITY SCHOOLS 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 351071211 SCHOOL 28354 0 ANNUAL GRANT DISTRIBUTIONS AND OTHER DISTRIBUTIONS RICHMOND FAMILY YMCA 1215 SOUTH J STREET RICHMOND IN 47374 350984030 501C3 16300 0 DONOR ADVISED GRANT AND OTHER DISTRIBUTIONS RICHMOND FRIENDS SCHOOL 607 WEST MAIN STREET RICHMOND IN 47374 351267045 SCHOOL 16001 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS RICHMOND HIGH SCHOOL ALUMNI ASSOCIATION 380 HUB ETCHISON PKWY RICHMOND IN 47374 352028694 501C3 97715 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT RICHMOND NEIGHBORHOOD RESTORATION PO BOX 144 RICHMOND IN 47375 472601341 501C3 26250 0 DONOR ADVISED GRANT AND OTHER DISTRIBUTIONS RICHMOND PARKS AND RECREATION 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 60058 0 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND OTHER DISTRIBUTIONS RICHMOND SHAKESPEARE FESTIVAL 822 EAST MAIN STREET SUITE A RICHMOND IN 47374 464250078 501C3 14250 0 2022 GRANT CYCLE AND DONOR ADVISED GRANTS RICHMOND SYMPHONY ORCHESTRA PO BOX 982 RICHMOND IN 47375 356042479 501C3 184928 0 2022 GRANT CYCLE, DONOR ADVISED FUND GRANT, AND ANNUAL GRANT DISTRIBUTION SETON CATHOLIC SCHOOLS 240 SOUTH 6TH STREET RICHMOND IN 47374 300036396 SCHOOL 69165 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT ST ELIZABETH ANN SETON CATHOLIC PARISH 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 CHURCH 23441 0 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT ST PAUL'S EPISCOPAL CHURCH 800 N A STREET RICHMOND IN 47374 351079972 CHURCH 24000 0 DONOR ADVISED GRANT ST PAUL'S EVANGELICAL LUTHERAN CHURCH 121 SOUTH 18TH STREET RICHMOND IN 47374 350906500 CHURCH 8138 0 ANNUAL GRANT DISTRIBUTIONS STANLEY W HAYES RESEARCH FOUNDATION INC 801 ELKS ROAD RICHMOND IN 47374 351061111 501C3 15275 0 DONOR ADVISED GRANT SUNRISE INC THERAPEUTIC RIDING CENTER 2670 MINNEMAN RD RICHMOND IN 47374 310979407 501C3 9807 0 2022 GRANT CYCLE AND MINI GRANT THE GREAT AMERICAN SONGBOOK FOUNDATION 1 CARTER GREEN CARMEL IN 46032 260620716 501C3 50000 0 DONOR ADVISED GRANT THE JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BOULEVARD CHARLOTTE NC 28217 561211583 SCHOOL 15000 0 DONOR ADVISED GRANT THE NATURE CONSERVANCY IN INDIANA 620 E OHIO STREET INDIANAPOLIS IN 46202 530242652 501C3 35000 0 DONOR ADVISED GRANT THE REID CENTER PO BOX 2543 RICHMOND IN 47375 862326562 501C3 17881 0 2022 GRANT CYCLE, DONOR ADVISED GRANT, AND OTHER DISTRIBUTIONS UNITED WAY OF WHITEWATER VALLEY 129 SOUTH NINTH STREET RICHMOND IN 47374 351020935 501C3 15503 0 2022 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT VIRGINIA TECH FOUNDATION INC 902 PRICES FORK RD BLACKSBURG VA 24061 540721690 501C3 8000 0 DONOR ADVISED FUND WAYNE COUNTY CARDINAL GREENWAY PO BOX 2411 RICHMOND IN 47375 351885151 501C3 17000 0 2022 GRANT CYCLE AND DONOR ADVISED FUND GRANT WAYNE COUNTY HISTORICAL MUSEUM 1150 NORTH A STREET RICHMOND IN 47374 350899077 501C3 27440 0 2022 GRANT CYCLE, DONOR ADVISED FUND GRANT, AND ANNUAL GRANT DISTRIBUTION WHITEWATER COMMUNITY TELEVISION 2325 CHESTER BLVD HAYES HALL RICHMOND IN 47374 351750716 501C3 7500 0 DONOR ADVISED GRANT AND OTHER DISTRIBUTIONS WHITEWATER VALLEY PRO BONO COMMISSION INC 50 NORTH 5TH STREET RICHMOND IN 47374 261455162 501C3 8250 0 DONOR ADVISED FUND GRANT WOMEN'S WORKSHOP RICHMOND 10 QUAKER HILL DRIVE RICHMOND IN 47374 833847039 501C3 5350 0 2022 GRANT CYCLE AND DONOR ADVISED GRANT ZION'S LUTHERAN CHURCH PO BOX 6 PERSHING IN 47370 351585708 CHURCH 12038 0 ANNUAL GRANT DISTRIBUTION 59 10 SCHOLARSHIPS FOR POST SECONDARY EDUCATION 257 550046 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 5 339260 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AT A BOARD MEETING BEFORE THE DUE DATE OF THE INFORMATION RETURN. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING PRIOR TO SUBMISSION OR PROVIDED TO EACH BOARD MEMBER VIA AN EMAIL ATTACHMENT. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. COMPENSATION IS TO BE AT AN APPROPRIATE LEVEL TO ATTRACT AND RETAIN QUALIFIED AND TALENTED PEOPLE, AND IN LINE WITH SIMILAR POSITIONS IN OTHER COMMUNITY FOUNDATIONS, SIMILAR ORGANIZATIONS IN THE AREA, AND COMMUNITY EXPECTATIONS. THE FOUNDATION STAFF AND EXECUTIVE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, ARE DERIVED. IN CONJUNCTION WITH THE ANNUAL MEETING OF THE CORPORATION EACH JANUARY, THE EXECUTIVE DIRECTOR WILL PREPARE A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERFORMANCE GOALS WILL BE SET. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. SEVERAL YEARS OF THE FOUNDATION'S FORM 990 ARE READILY ACCESSIBLE ON THE FOUNDATION'S WEBSITE AS WELL AS WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT -661,937. CHANGE IN SPLIT INTEREST AGREEMENTS -17,692. ROUNDING 1. FORM 990,PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. VIGRAN FAMILY FOUNDATION INC 33 SOUTH 7TH STREET RICHMOND IN 47374 352107926 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 VIGRAN FAMILY FOUNDATION INC L 23651 CASH VIGRAN FAMILY FOUNDATION INC C 2500 CASH