KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2022
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- Organization
- KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC (EIN 35-6086777)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202323189349314422
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:43:43-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356086777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO COUNTY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOSC | BusinessNameControlTxt |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465802806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5742671901 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | OVERBEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W BURKEY | PreparerPersonNm |
| PTIN | P00444925 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE M OVERBEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,973,164 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | (CONTINUED FROM FORM 990, PART I, LINE 1) WE GRANTED NEARLY 5 MILLION IN ARTS AND CULTURE, CIVIC, HUMAN SERVICES, RECREATION, HEALTH, EDUCATION, ENVIRONMENT AND FAITH BASED AND RELIGION PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 306 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,806,637 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,484,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,061,602 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $977,606 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,241,293 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,251,739 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,000 | PYOtherRevenueAmt |
| CY Other Revenue | $5,755 | CYOtherRevenueAmt |
| PY Total Revenue | $10,110,532 | PYTotalRevenueAmt |
| CY Total Revenue | $12,719,505 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,033,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,762,833 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $665,172 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $799,841 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $485,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,604,266 | PYOtherExpensesAmt |
| CY Other Expenses | $1,545,459 | CYOtherExpensesAmt |
| PY Total Expenses | $6,303,334 | PYTotalExpensesAmt |
| CY Total Expenses | $7,108,133 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,807,198 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,611,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,418,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,469,040 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,964,887 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,862,257 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,453,413 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,606,783 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION: BRING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, TO INSPIRE GENEROSITY AND STRENGTHEN COMMUNITIES. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,491,418 | ExpenseAmt |
| Grant | $3,793,587 | GrantAmt |
| Revenue | $619,366 | RevenueAmt |
| Desc | GRANTMAKING - AWARDED OVER 800 GRANTS TOTALING OVER 3.7 MILLION TO NONPROFITS AND CHARITABLE PROJECTS IN THE AREAS OF HUMAN SERVICES (39%), FAITH BASED/RELIGION (23%), EDUCATION (13%), HEALTH (5%), CIVIC (7%), RECREATION (6%), ENVIRONMENTAL PROJECTS (3%), AND ARTS & CULTURE (4%). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $876,180 | ExpenseAmt |
| Grant | $788,821 | GrantAmt |
| Revenue | $311,064 | RevenueAmt |
| Desc | SCHOLARSHIPS - AWARDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS PURSUING COLLEGE, UNIVERSITY OR TRADE SCHOOL EDUCATION (788,821 TO 209 AREA STUDENTS). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $204,707 | ExpenseAmt |
| Grant | $180,425 | GrantAmt |
| Revenue | $47,177 | RevenueAmt |
| Desc | GOOD SAMARITAN - BENEVOLENT ASSISTANCE TO 339 AREA RESIDENTS EXPERIENCING FINANCIAL CRISIS DUE TO A MEDICAL CONDITION (180,425 IN 1,181 AWARDS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,572,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET STREET | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| KEVIN DEARDORFF | |||||||
| PRESIDENT | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSH GORDON | |||||||
| VICE PRESIDE | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFERSON HANKINS | |||||||
| TREASURER | 0.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANE WEAR | |||||||
| SECRETARY | 1.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE YEAGER | |||||||
| FINANCE CHAI | 1.30 | Yes (X) | $0 | $0 | $0 | ||
| RONALD BAUMGARTNER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE BIBLER | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| GREG DEMOPOULOS | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LISA FRAZETTA-MANNING | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL HASTINGS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER HOLLAR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA KAISER | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ANITA KISHAN | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BRENT LAMB | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KATIE LECHLITNER | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT REUST | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA RIDLEY | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JON ROBERTS | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE SANDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN STICHTER | |||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| KAY YOUNG | |||||||
| BOARD MEMBER | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE M OVERBEY | |||||||
| CEO | 42.80 | Yes (X) | $144,738 | $0 | $7,092 | 0.50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,738 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,092 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $7,013 | GovernmentGrantsAmt |
| All Other Contributions | $8,477,392 | AllOtherContributionsAmt |
| Noncash Contributions | $2,940,822 | NoncashContributionsAmt |
| Total Contributions | $8,484,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $977,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $977,606 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $977,606 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,897,254 | TotalRevenueColumnAmt |
| Exclusion | $1,897,254 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,608,144 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,253,659 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,354,485 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,354,485 | TotalRevenueColumnAmt |
| Exclusion | $1,354,485 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,755 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,719,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $983,361 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,251,739 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,791,968 | TotalAmt |
| Program Services | $3,791,968 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,865 | TotalAmt |
| Program Services | $970,865 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,054 | TotalAmt |
| Program Services | $55,490 | ProgramServicesAmt |
| Management And General | $61,339 | ManagementAndGeneralAmt |
| Fundraising | $31,225 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,536 | TotalAmt |
| Program Services | $195,595 | ProgramServicesAmt |
| Management And General | $227,668 | ManagementAndGeneralAmt |
| Fundraising | $120,273 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,243 | TotalAmt |
| Program Services | $19,852 | ProgramServicesAmt |
| Management And General | $21,460 | ManagementAndGeneralAmt |
| Fundraising | $12,931 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,008 | TotalAmt |
| Program Services | $19,709 | ProgramServicesAmt |
| Management And General | $22,612 | ManagementAndGeneralAmt |
| Fundraising | $11,687 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,606 | TotalAmt |
| Program Services | $371,292 | ProgramServicesAmt |
| Management And General | $379,062 | ManagementAndGeneralAmt |
| Fundraising | $207,252 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,645 | TotalAmt |
| Management And General | $11,645 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,059 | TotalAmt |
| Management And General | $18,059 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,942 | TotalAmt |
| Management And General | $154,942 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223 | TotalAmt |
| Management And General | $2,223 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,745 | TotalAmt |
| Program Services | $4,158 | ProgramServicesAmt |
| Management And General | $4,159 | ManagementAndGeneralAmt |
| Fundraising | $47,428 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,885 | TotalAmt |
| Program Services | $6,934 | ProgramServicesAmt |
| Management And General | $7,080 | ManagementAndGeneralAmt |
| Fundraising | $3,871 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,345 | TotalAmt |
| Program Services | $19,252 | ProgramServicesAmt |
| Management And General | $34,925 | ManagementAndGeneralAmt |
| Fundraising | $6,168 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,115 | TotalAmt |
| Program Services | $2,701 | ProgramServicesAmt |
| Management And General | $35,907 | ManagementAndGeneralAmt |
| Fundraising | $1,507 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,534 | TotalAmt |
| Program Services | $4,860 | ProgramServicesAmt |
| Management And General | $4,961 | ManagementAndGeneralAmt |
| Fundraising | $2,713 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,344 | TotalAmt |
| Program Services | $5,949 | ProgramServicesAmt |
| Management And General | $6,074 | ManagementAndGeneralAmt |
| Fundraising | $3,321 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,283 | TotalAmt |
| Program Services | $20,272 | ProgramServicesAmt |
| Management And General | $20,696 | ManagementAndGeneralAmt |
| Fundraising | $11,315 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,943 | TotalAmt |
| Management And General | $13,943 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $79,416 | $79,416 | ||
| DEVELOPMENT EXPENSES | $28,961 | $3,992 | $24,969 | |
| MISCELLANEOUS | $14,365 | $371 | $13,994 | |
| MEMBERSHIPS/SUBSCRIPTIONS | $10,048 | $10,048 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,108,133 | TotalAmt |
| Program Services | $5,572,305 | ProgramServicesAmt |
| Management And General | $1,050,797 | ManagementAndGeneralAmt |
| Fundraising | $485,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,846 | BOYAmt |
| EOY | $22,447 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,888 | BOYAmt |
| EOY | $2,331,079 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,956 | BOYAmt |
| EOY | $50,952 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,358 | BOYAmt |
| EOY | $40,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,157,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $927,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,107 | BOYAmt |
| EOY | $230,367 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,174,535 | BOYAmt |
| EOY | $74,656,546 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,279 | BOYAmt |
| EOY | $158,021 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,360,331 | BOYAmt |
| EOY | $2,979,536 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,418,300 | BOYAmt |
| EOY | $80,469,040 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,480 | BOYAmt |
| EOY | $71,058 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,493 | BOYAmt |
| EOY | $2,235,990 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,401,914 | BOYAmt |
| EOY | $2,555,209 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,964,887 | BOYAmt |
| EOY | $4,862,257 | 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 | $2,769,201 | BOYAmt |
| EOY | $2,972,615 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,684,212 | BOYAmt |
| EOY | $72,634,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,453,413 | BOYAmt |
| EOY | $75,606,783 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,418,300 | BOYAmt |
| EOY | $80,469,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,611,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,742,019 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$200,021 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $7,905,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,300,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,906,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,787,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,482,381 | CurrentTaxYearAmt |
| Total | $31,381,794 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,905,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,300,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,906,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,787,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,482,381 | CurrentTaxYearAmt |
| Total | $31,381,794 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,466,348 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,915,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,311,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,415,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,203,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,606,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,897,265 | CurrentTaxYearAmt |
| Total | $7,434,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,815,891 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,672,743 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58230 | 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 | 73 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,867,840 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,463,021 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $760 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,237,072 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $13,983 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,249,215 | BeginningYearBalanceAmt |
| Contributions | $2,901,619 | ContributionsAmt |
| Investment Earnings Or Losses | $6,046,418 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,179,484 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,419 | OtherExpendituresAmt |
| Administrative Expenses | $807,969 | AdministrativeExpensesAmt |
| End Year Balance | $62,168,380 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,441,612 | BeginningYearBalanceAmt |
| Contributions | $1,724,172 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,971,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,948,239 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,655 | OtherExpendituresAmt |
| Administrative Expenses | $938,099 | AdministrativeExpensesAmt |
| End Year Balance | $56,249,215 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,650,617 | BeginningYearBalanceAmt |
| Contributions | $1,921,818 | ContributionsAmt |
| Investment Earnings Or Losses | $17,643,222 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,867,884 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,157 | OtherExpendituresAmt |
| Administrative Expenses | $867,004 | AdministrativeExpensesAmt |
| End Year Balance | $64,441,612 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,058,104 | BeginningYearBalanceAmt |
| Contributions | $2,008,794 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,819,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,850,193 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,679 | OtherExpendituresAmt |
| Administrative Expenses | $709,146 | AdministrativeExpensesAmt |
| End Year Balance | $47,650,617 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,070,848 | BeginningYearBalanceAmt |
| Contributions | $6,918,978 | ContributionsAmt |
| Investment Earnings Or Losses | $620,281 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,841,612 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,620 | OtherExpendituresAmt |
| Administrative Expenses | $678,770 | AdministrativeExpensesAmt |
| End Year Balance | $50,058,104 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99770 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $854,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $676,961 | DepreciationAmt |
| Book Value | $177,493 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $288,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $250,614 | DepreciationAmt |
| Book Value | $37,874 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $230,367 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENTS | Desc |
| Amt | $2,555,209 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,555,209 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,001,571 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,742,019 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$46,726 | OtherRevenueAmt |
| Revenue Not Reported | $3,695,293 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,306,278 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,942 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $258,285 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $413,227 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,719,505 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,848,201 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,848,201 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,942 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $104,990 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $259,932 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,108,133 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE -46,726 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUES 258,285 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 104,990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (125 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 2ND MILE MISSIONS INC | |||||||||
| PO BOX 733 | WINONA LAKE | IN | 46590 | 472289755 | 501C3 | $133,000 | DOMINICAN REP PROJ | ||
| ACTS ALLOWING CHRIST TO SHINE | |||||||||
| PO BOX 841 | WARSAW | IN | 46581 | 800652537 | 501C3 | $10,000 | GENERAL SUPPORT | ||
| AKRON CHURCH OF GOD | |||||||||
| PO BOX 66 | AKRON | IN | 469100066 | 350886821 | 501C3 | $60,000 | CHILD CARE | ||
| AMERICAN RED CROSS - NORTHEAST IN | |||||||||
| 1212 E CALIFORNIA RD | FORT WAYNE | IN | 46825 | 530196605 | 501C3 | $15,779 | FIRE RELIEF PROGRAM | ||
| ANCILLA COLLEGE OF MARIAN UNIVERSIT | |||||||||
| 3200 COLD SPRINGS RD | INDIANAPOLIS | IN | 46222 | 350868175 | 501C3 | $9,282 | GENERAL SUPPORT | ||
| ANIMAL WELFARE LEAGUE | |||||||||
| PO BOX 1906 | WARSAW | IN | 465811906 | 351782336 | 501C3 | $24,217 | GENERAL SUPPORT | ||
| ANTHONY WAYNE AREA COUNCIL INC | |||||||||
| 8315 W JEFFERSON BLVD | FT WAYNE | IN | 468048320 | 350876343 | 501C3 | $12,005 | GENERAL SUPPORT | ||
| ATWOOD COMMUNITY BUILDING | |||||||||
| PO BOX 51 | ATWOOD | IN | 465020051 | 237046857 | 501C3 | $8,719 | GENERAL SUPPORT | ||
| BAKER YOUTH CLUB | |||||||||
| 1401 E SMITH ST | WARSAW | IN | 46580 | 350888006 | 501C3 | $63,031 | AFTERSCHOOL/GEN.SUP. | ||
| BELL MEMORIAL PUBLIC LIBRARY | |||||||||
| PO BOX 368 | MENTONE | IN | 465390368 | 351479058 | GOV | $13,632 | GENERAL SUPPORT | ||
| BIG BROTHERS BIG SISTERS OF NE IN | |||||||||
| 1005 W RUDISILL BLVD STE A101 | FORT WAYNE | IN | 46807 | 351271943 | 501C3 | $12,326 | RECRUITMENT | ||
| BRIGHTPOINT | |||||||||
| PO BOX 10570 | FORT WAYNE | IN | 468530570 | 351111819 | 501C3 | $408,000 | CHILD CARE SUBSIDY | ||
| CO MOLLENHOUR CONSERVATION CAMP | |||||||||
| 1937 W WILDWOOD TRL | WARSAW | IN | 46580 | 356043416 | 501C3 | $6,879 | GENERAL SUPPORT | ||
| CANCER SERVICES OF NE INDIANA | |||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | 350965609 | 501C3 | $10,500 | CLIENT ADVOCATE PRGM | ||
| CARDINAL SERVICES INC OF INDIANA | |||||||||
| 504 N BAY DR | WARSAW | IN | 46580 | 356005615 | 501C3 | $208,105 | GENERAL SUPPORT | ||
| CASA OF KOSCIUSKO COUNTY INC | |||||||||
| 121 N LAKE ST | WARSAW | IN | 465802783 | 351944123 | 501C3 | $11,000 | GENERAL SUPPORT | ||
| CATHOLIC CHARITIES DIOCESE OF FW | |||||||||
| PO BOX 10630 | FORT WAYNE | IN | 46583 | 351038653 | 501C3 | $11,400 | GENERAL SUPPORT | ||
| CATHOLIC RELIEF SERVICES | |||||||||
| PO BOX 17152 | BALTIMORE | MD | 212971152 | 135563422 | 501C3 | $9,517 | GENERAL SUPPORT | ||
| CHURCH OF CHRIST ETNA GREEN | |||||||||
| PO BOX 177 | ETNA GREEN | IN | 46524 | 351536505 | 501C3 | $27,000 | GENERAL SUPPORT | ||
| CITY COUNTY ATHLETIC COMPLEX | |||||||||
| 3215 W OLD ROAD 30 | WARSAW | IN | 46580 | 311254631 | 501C3 | $5,122 | AED PURCHASE | ||
| CITY OF WARSAW | |||||||||
| 102 S BUFFALO ST | WARSAW | IN | 46580 | 356001227 | GOV | $10,250 | ARTWORK | ||
| COMBINED COMMUNITY SERVICES | |||||||||
| 1195 MARINERS DR | WARSAW | IN | 46582 | 351615506 | 501C3 | $20,551 | GENERAL SUPPORT | ||
| DESTINY RESCUE USA INC | |||||||||
| 10339 DAWSONS CREEK BLVD | FORT WAYNE | IN | 46825 | 262467690 | 501C3 | $15,000 | GENERAL SUPPORT | STE C | |
| ETNA GREEN UNITED METHODIST CHURCH | |||||||||
| PO BOX 161 | ETNA GREEN | IN | 46524 | 351582803 | 501C3 | $7,305 | GENERAL SUPPORT | ||
| FELLOWSHIP MISSIONS | |||||||||
| PO BOX 382 | WINONA LAKE | IN | 46590 | 272518264 | 501C3 | $147,150 | GENERAL SUPPORT | ||
| FIRST BAPTIST CHURCH OF MENTONE | |||||||||
| PO BOX 505 | MENTONE | IN | 46539 | 351507118 | 501C3 | $9,266 | GENERAL SUPPORT | ||
| FIRST UNITED METHODIST CHURCH | |||||||||
| 179 S INDIANA ST | WARSAW | IN | 465802805 | 350876369 | 501C3 | $5,554 | GENERAL SUPPORT | ||
| FORT WAYNE PHILHARMONIC INC | |||||||||
| 4901 FULLER DR | FORT WAYNE | IN | 46835 | 350791163 | 501C3 | $20,000 | HOLIDAY CONCERT | ||
| GIRL SCOUTS OF NORTHERN INDIANA | |||||||||
| 10008 DUPONT CIR DR E | FORT WAYNE | IN | 46825 | 350868091 | 501C3 | $7,017 | GENERAL SUPPORT | ||
| GRACE COLLEGE AND SEMINARY | |||||||||
| 1 LANCER WAY | WINONA LAKE | IN | 46590 | 350868095 | 501C3 | $58,807 | GENERAL SUPPORT | ||
| GRACE VILLAGE HEALTH CARE FACILITY | |||||||||
| 337 GRACE VILLAGE DR | WINONA LAKE | IN | 46590 | 351447417 | 501C3 | $7,431 | GENERAL SUPPORT | ||
| HEARTLINE PREGNANCY CENTER INC | |||||||||
| 1515 PROVIDENT DR STE 180 | WARSAW | IN | 465803294 | 351620996 | 501C3 | $10,700 | GENERAL SUPPORT | ||
| HIGH PERFORMANCE GOVERNMENT (HPG) | |||||||||
| 200 E MAIN ST 910 A | FORT WAYNE | IN | 46802 | 208263324 | 501C3 | $15,000 | HOUSING PROGRAMS | ||
| HUMANITY AND HOPE UNITED FOUNDATION | |||||||||
| PO BOX 1594 | WARSAW | IN | 465811594 | 274084348 | 501C3 | $130,000 | GENERAL SUPPORT | ||
| IVY TECH FOUNDATION | |||||||||
| 3800 N ANTHONY BLVD | FORT WAYNE | IN | 46805 | 237073977 | 501C3 | $10,000 | CDL PROGRAM | ||
| JOE'S KIDS | |||||||||
| 902 PROVIDENT DR STE C | WARSAW | IN | 46580 | 464095781 | 501C3 | $6,435 | GENERAL SUPPORT | ||
| JUNIOR ACHIEVEMENT SERVING WARSAW | |||||||||
| 1774 S WOODFIELD TRL | WARSAW | IN | 46580 | 350922731 | 501C3 | $11,727 | GENERAL SUPPORT | ||
| JUNIOR ACHIEVEMENT SERVING WAWASEE | |||||||||
| 1774 S WOODFIELD TRL | WARSAW | IN | 46580 | 350922731 | 501C3 | $6,359 | GENERAL SUPPORT | ||
| KOSCIUSKO CHAMBER OF COMM FOUND | |||||||||
| 523 S BUFFALO ST | WARSAW | IN | 46580 | 872565354 | 501C3 | $22,562 | CHILD CARE COALITION | ||
| KOSCIUSKO COMMUNITY YMCA | |||||||||
| 1305 MARINERS DR | WARSAW | IN | 46582 | 351068182 | 501C3 | $277,437 | CHILD CARE PROGRAM | ||
| KOSCIUSKO COUNTY COUNCIL ON AGING | |||||||||
| 800 N PARK AVE | WARSAW | IN | 46580 | 351451472 | 501C3 | $32,003 | GENERAL SUPPORT | ||
| KOSCIUSKO COUNTY HISTORICAL SOCIETY | |||||||||
| PO BOX 1071 | WARSAW | IN | 465811071 | 311016772 | 501C3 | $12,987 | GENERAL SUPPORT | ||
| KOSCIUSKO ECONOMIC DEVELOPMENT INC | |||||||||
| 207 S BUFFALO ST | WARSAW | IN | 46580 | 351609726 | 501C3 | $119,958 | TALENT INITIATIVE | ||
| KOSCIUSKO HOME CARE AND HOSPICE | |||||||||
| 1515 PROVIDENT DR STE 250 | WARSAW | IN | 465803287 | 352074505 | 501C3 | $49,540 | GENERAL SUPPORT | ||
| KOSCIUSKO LEADERSHIP ACADEMY | |||||||||
| PO BOX 1387 | WARSAW | IN | 46581 | 621433316 | 501C3 | $7,743 | GENERAL SUPPORT | ||
| KOSCIUSKO WORKFORCE HOUSING CORP | |||||||||
| 207 S BUFFALO ST | WARSAW | IN | 46580 | 854330975 | 501C3 | $28,799 | CHDO OPERATIONS | ||
| LA CASA DE LA PAZ | |||||||||
| PO BOX 793 | BLOOMINGTON | IN | 47402 | 814406795 | 501C3 | $40,000 | GUATEMALA MISSIONS | ||
| LAKELAND CHRISTIAN ACADEMY ASSOC | |||||||||
| 1093 S 250 E | WINONA LAKE | IN | 465905763 | 351327583 | 501C3 | $45,778 | GENERAL SUPPORT | ||
| LAKELAND YOUTH CENTER | |||||||||
| PO BOX 201 | SYRACUSE | IN | 46567 | 351098400 | 501C3 | $14,241 | PRESCHOOL SUPPORT | ||
| LAWRENCE D BELL AIRCRAFT MUSEUM | |||||||||
| PO BOX 411 | MENTONE | IN | 46539 | 510145792 | 501C3 | $6,548 | GENERAL SUPPORT | ||
| LEESBURG UNITED METHODIST CHURCH | |||||||||
| PO BOX 175 | LEESBURG | IN | 46538 | 351356575 | 501C3 | $6,492 | GENERAL SUPPORT | ||
| LEESBURG VOLUNTEER FIRE DEPT | |||||||||
| 6396 N OLD STATE ROAD 15 | LEESBURG | IN | 465389044 | 900104314 | 501C3 | $10,819 | GENERAL SUPPORT | ||
| LIFETOUCH MINISTRIES & COUNSELING | |||||||||
| 2510 E CENTER ST | WARSAW | IN | 46580 | 202747712 | 501C3 | $10,798 | GENERAL SUPPORT | CENTER | |
| LIMITLESS MINISTRIES INC | |||||||||
| 2908 KRISTA LN | WINONA LAKE | IN | 46590 | 475020499 | 501C3 | $30,000 | GENERAL SUPPORT | ||
| LITTLE LAMBS PRESCHOOLDAYCARE | |||||||||
| 1413 N LONG DR | SYRACUSE | IN | 46567 | 263032872 | 501C3 | $12,500 | SUMMER ACTIVITIES | ||
| LOST SPARROWS | |||||||||
| PO BOX 751 | WINONA LAKE | IN | 46590 | 822751938 | 501C3 | $10,500 | GENERAL SUPPORT | ||
| MILFORD PUBLIC LIBRARY | |||||||||
| PO BOX 269 | MILFORD | IN | 465420269 | 351109840 | GOV | $5,071 | GENERAL SUPPORT | ||
| OAKWOOD FOUNDATION INC | |||||||||
| 702 E LAKE VIEW RD STE100 | SYRACUSE | IN | 46567 | 351893123 | 501C3 | $73,409 | GENERAL SUPPORT | ||
| OPERATION READ | |||||||||
| PO BOX 796 | WARSAW | IN | 46581 | 351900716 | 501C3 | $22,216 | GENERAL SUPPORT | ||
| PLEASANT VIEW BIBLE CHURCH | |||||||||
| 2782 W 200 N | WARSAW | IN | 46580 | 351502930 | 501C3 | $47,500 | CHILD CARE PROGRAM | ||
| PURDUE RESEARCH FOUNDATION INC | |||||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | 351052049 | 501C3 | $20,800 | GENERAL SUPPORT | ||
| RIGHT TO LIFE OF NORTH CENTRAL | |||||||||
| PO BOX 1162 | WARSAW | IN | 465811162 | 352024811 | 501C3 | $7,000 | GENERAL SUPPORT | ||
| RILEY CHILDREN'S FOUNDATION | |||||||||
| 30 S MERIDIAN STE 200 | INDIANAPOLIS | IN | 462043509 | 350868147 | 501C3 | $60,048 | GENERAL SUPPORT | ||
| ROSE GARDEN RECOVERY COMMUNITY | |||||||||
| PO BOX 571 | SYRACUSE | IN | 46567 | 832507676 | 501C3 | $7,000 | GENERAL SUPPORT | ||
| SACRED HEART CATHOLIC CHURCH | |||||||||
| 125 N HARRISON ST | WARSAW | IN | 46580 | 350876373 | 501C3 | $10,894 | HAITI MISSION/G. SUP | ||
| SACRED HEART CATHOLIC ELEMENTARY | |||||||||
| 135 N HARRISON ST | WARSAW | IN | 465803728 | 350876373 | 501C3 | $20,990 | GENERAL SUPPORT | ||
| SAINT ANNE'S CHURCH | |||||||||
| 424 W MARKET ST | WARSAW | IN | 46580 | 351323902 | 501C3 | $13,748 | GENERAL SUPPORT | ||
| ST JUDE CHILDREN'S RESEARCH HOSP | |||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | 620646012 | 501C3 | $6,492 | GENERAL SUPPORT | ||
| SYRACUSE-WAWASEE HISTORICAL MUSEUM | |||||||||
| 1013 N LONG DR | SYRACUSE | IN | 46567 | 351862216 | 501C3 | $9,000 | TECHNOLOGY UPDATES | ||
| SYRACUSE-WAWASEE PARK FOUNDATION | |||||||||
| 1013 N LONG DR | SYRACUSE | IN | 46567 | 351910250 | 501C3 | $7,322 | GENERAL SUPPORT | ||
| THE SALVATION ARMY | |||||||||
| PO BOX 1257 | WARSAW | IN | 465811257 | 222406433 | 501C3 | $38,675 | GENERAL SUPPORT | ||
| TIPPECANOE VALLEY SCHOOL CORP | |||||||||
| 8343 S STATE ROAD 19 | AKRON | IN | 46910 | 351072268 | GOV | $14,799 | PLAYGROUND ACCESSIB. | ||
| TOWN OF LEESBURG | |||||||||
| PO BOX 372 | LEESBURG | IN | 465380372 | 356001087 | GOV | $15,819 | GENERAL SUPPORT | ||
| TURNING POINT INC | |||||||||
| PO BOX 751 | NORTH WEBSTER | IN | 46555 | 352486061 | 501C3 | $10,000 | COUNSELING | ||
| UNITED WAY OF KOSCIUSKO COUNTY INC | |||||||||
| PO BOX 923 | WARSAW | IN | 465810923 | 351044331 | 501C3 | $8,405 | GENERAL SUPPORT | ||
| WAGON WHEEL CENTER FOR THE ARTS | |||||||||
| 2515 E CENTER ST | WARSAW | IN | 46580 | 263885020 | 501C3 | $32,245 | GENERAL SUPPORT | ||
| WARSAW COMMUNITY CHURCH | |||||||||
| 1855 S COUNTY FARM RD | WARSAW | IN | 46580 | 351909524 | 501C3 | $82,000 | GENERAL SUPPORT | ||
| WARSAW COMMUNITY SCHOOL CORPORATION | |||||||||
| PO BOX 288 | WARSAW | IN | 46581 | 356002915 | GOV | $9,565 | GED TESTING | ||
| WARSAW PARKS & RECREATION DEPT | |||||||||
| 123 E FORT WAYNE ST | WARSAW | IN | 46580 | 356001227 | GOV | $7,000 | SUMMER CONCERTS | ||
| WATER FOR GOOD INC | |||||||||
| 9511 ANGOLA CT STE 257 | INDIANAPOLIS | IN | 46268 | 320112278 | 501C3 | $7,064 | GENERAL SUPPORT | ||
| WAWASEE AREA CONSERVANCY FOUNDATION | |||||||||
| PO BOX 548 | SYRACUSE | IN | 46567 | 351832807 | 501C3 | $17,571 | GENERAL SUPPORT | ||
| WAWASEE HIGH SCHOOL | |||||||||
| 1 WARRIOR PATH | SYRACUSE | IN | 46567 | 351073192 | GOV | $13,331 | BAND INSTRUMENTS | ||
| WINONA LAKE COMMUNITY CHURCH | |||||||||
| 902 COLLEGE AVE | WINONA LAKE | IN | 46590 | 351180941 | 501C3 | $11,927 | GENERAL SUPPORT | ||
| WINONA LAKE GRACE BRETHREN CHURCH | |||||||||
| 1200 KINGS HWY | WINONA LAKE | IN | 46590 | 351319207 | 501C3 | $66,000 | GENERAL SUPPORT | ||
| WNIT 34 MICHIANA PUBLIC TELEVISION | |||||||||
| PO BOX 7034 | SOUTH BEND | IN | 46634 | 351155594 | 501C3 | $10,000 | EDUCATION COUNTS | ||
| 2ND MILE ADVENTURES INC | |||||||||
| 2562 WALTON BLVD 317 | WARSAW | IN | 46582 | 260293304 | 501C3 | $7,000 | GENERAL SUPPORT | ||
| ALDERSGATE UNITED METHODIST CHURCH | |||||||||
| PO BOIX 93 | ATWOOD | IN | 46502 | 351559017 | 501C3 | $7,305 | GENERAL SUPPORT | ||
| BUTLER UNIVERSITY | |||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | 350867977 | 501C3 | $5,220 | GENERAL SUPPORT | ||
| CITY CHURCH FOR ALL NATIONS | |||||||||
| 1200 N RUSSELL RD | BLOOMINGTON | IN | 47408 | 010830345 | 501C3 | $25,000 | GENERAL SUPPORT | ||
| CITYGATE MINISTRIES | |||||||||
| 1735 JACKSON ST | FORT MYERS | FL | 33901 | 953134325 | 501C3 | $18,000 | GENERAL SUPPORT | ||
| CLASSIC ARTS PROGRAMS | |||||||||
| PO BOX 722 | WINONA LAKE | IN | 46590 | 351825967 | 501C3 | $6,250 | CONCERT SUPPORT | ||
| CURRICULUM OPPORTUNITIESRESOURCES | |||||||||
| 814 NORTHCREST SHOPPING CTR | FORT WAYNE | IN | 46805 | 300526171 | 501C3 | $7,500 | VOCATIONAL TRAINING | ||
| EMIT USA INC | |||||||||
| PO BOX 26369 | COLORADO SPRINGS | CO | 80936 | 841271745 | 501C3 | $24,000 | GENERAL SUPPORT | ||
| ETNA GREEN MUSEUM | |||||||||
| 338 S WALNUT ST | ETNA GREEN | IN | 46524 | 880955521 | 501C3 | $25,038 | GENERAL SUPPORT | ||
| GATEWAY EDUCATION CENTER | |||||||||
| 848 E SMITH ST | WARSAW | IN | 46580 | 356002915 | GOV | $6,148 | ADULT ED. SUPPORT | ||
| HARRISON ELEMENTARY SCHOOL | |||||||||
| 1300 HUSKY TRL | WARSAW | IN | 46582 | 356002915 | GOV | $11,898 | GENERAL SUPPORT | ||
| HEART SOUL MIND & STRENGTH | |||||||||
| 1812 N DETROIT ST | WARSAW | IN | 46580 | 471658718 | 501C3 | $15,000 | SCHOOL IN HAITI | ||
| THE HONEYWELL FOUNDATION INC | |||||||||
| 275 W MARKET ST | WABASH | IN | 46992 | 350390706 | 501C3 | $5,202 | ARTS IN EDUCATION | ||
| HOPE'S HARBOR HOSPITALITY HOMES | |||||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | 352032408 | 501C3 | $12,500 | GENERAL SUPPORT | ||
| KCV CYCLING CLUB | |||||||||
| PO BOX 325 | WINONA LAKE | IN | 46590 | 261198633 | 501C3 | $10,500 | GENERAL SUPPORT | ||
| KOSCIUSKO COUNTY SHERIFF'S DEPT | |||||||||
| 221 W MAIN ST | WARSAW | IN | 46580 | 456000166 | GOV | $20,255 | DIVE TEAM EQUIPMENT | ||
| KOSCIUSKO COUNTY SOIL & WATER | |||||||||
| 217 E BELL DR | WARSAW | IN | 46582 | 351172663 | GOV | $5,433 | RC&D RAFTS | CONSERVATION DISTRICT | |
| MENTONE UNITED METHODIST CHURCH | |||||||||
| PO BOX 456 | MENTONE | IN | 46539 | 351574776 | 501C3 | $9,000 | GENERAL SUPPORT | ||
| NEHEMIAH VISION MINISTRIES | |||||||||
| PO BOX 1956 | NOBLESVILLE | IN | 46061 | 208957812 | 501C3 | $10,000 | HAITI MISSIONS | ||
| ONMISSION PARTNERS | |||||||||
| 1413 E LAEL DR | ORANGE | CA | 92866 | 475170322 | 501C3 | $9,750 | GENERAL SUPPORT | ||
| ATWOOD OTTERBEIN UMC | |||||||||
| 306 E MAIN ST | ATWOOD | IN | 46502 | 351593176 | 501C3 | $7,510 | GENERAL SUPPORT | ||
| PRESBY PRESCHOOL | |||||||||
| 210 S HIGH ST | WARSAW | IN | 46580 | 680585575 | 501C3 | $11,118 | TUTORING POGRAM | ||
| RYAN'S PLACE INC | |||||||||
| PO BOX 73 | GOSHEN | IN | 46527 | 352136542 | 501C3 | $6,250 | GENERAL SUPPORT | ||
| SCHWAB CHARITABLE FUND | |||||||||
| 211 MAIN ST | SAN FRANCISCO | CA | 94105 | 311640316 | 501C3 | $17,269 | CHARITABLE EFFORTS | ||
| SYRACUSE PARKS & RECREATION DEPT | |||||||||
| 1013 N LONG DR | SYRACUSE | IN | 46567 | 356001208 | GOV | $12,500 | PAVILION | ||
| TOWN OF CLAYPOOL | |||||||||
| PO BOX 6 | CLAYPOOL | IN | 46510 | 356000982 | GOV | $10,000 | EMERGENCY SYSTEM | ||
| TOWN OF ETNA GREEN | |||||||||
| PO BOX 183 | ETNA GREEN | IN | 46524 | 356001020 | GOV | $18,971 | PARK ENHANCEMENTS | ||
| TOWN OF MENTONE | |||||||||
| PO BOX 562 | MENTONE | IN | 46539 | 356001106 | GOV | $18,750 | PARK REVITALIZATION | ||
| TOWN OF MILFORD | |||||||||
| PO BOX 300 | MILFORD | IN | 46542 | 351319374 | GOV | $18,750 | WAUBEE LAKE TRAIL | ||
| TOWN OF NORTH WEBSTER | |||||||||
| PO BOX 95 | NORTH WEBSTER | IN | 46555 | 356007223 | GOV | $18,750 | TRAILS | ||
| TOWN OF PIERCETON | |||||||||
| PO BOX 496 | PIERCETON | IN | 46562 | 356001163 | GOV | $11,500 | PICKLEBALL COURTS | ||
| TREE OF LIFE CHRISTIAN ACADEMY | |||||||||
| PO BOX 100 | AKRON | IN | 46910 | 880807998 | 501C3 | $40,000 | GENERAL SUPPORT | ||
| TRINITY UNITED METHODIST CHURCH | |||||||||
| 832 E CENTER ST | WARSAW | IN | 46580 | 362167731 | 501C3 | $7,000 | ADA RESTROOM UPGRADE | ||
| VOLUNTEER FIRE DEPT OF SEYMOUR | |||||||||
| PO BOX 241 | SEYMOUR | TN | 37865 | 581445949 | 501C3 | $16,083 | GENERAL SUPPORT | ||
| WARSAW AREA CAREER CENTER | |||||||||
| 1 TIGER LANE | WARSAW | IN | 46580 | 356002915 | GOV | $20,000 | COSMETOLOGY SCHOOL | WARSAW HIGH SCHOOL | |
| WARSAW BIBLICAL GARDENS | |||||||||
| 347 N BUFFALO ST | WARSAW | IN | 46580 | 471565096 | 501C3 | $5,083 | GENERAL SUPPORT | ||
| WARSAW COMMUNITY HIGH SCHOOL | |||||||||
| 1 TIGER LANE | WARSAW | IN | 46580 | 356002915 | GOV | $5,349 | GENERAL SUPPORT | ||
| WARSAW POLICE DEPARTMENT | |||||||||
| 2191 E FORT WAYNE ST | WARSAW | IN | 46580 | 356001227 | GOV | $15,000 | DIVE TEAM EQUIPMENT | ||
| WARSAW-WAYNE FIRE TERRITORY | |||||||||
| 2204 E CENTER ST | WARSAW | IN | 46580 | 356001227 | GOV | $10,500 | C.A.R.E.S. GUIDE | ||
| WORLD GOSPEL MISSIONS | |||||||||
| PO BOX 948 | MARION | IN | 46952 | 350911947 | 501C3 | $10,000 | PAPAU NEW GUINEA MSN | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 124 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL SCHOLARSHIPS | 209 | $783,613 |
| UTILITY/PHONE ASSISTANCE | 9 | $1,818 |
| HOUSING/SHELTER ASSIST. | 3 | $1,396 |
| MEDICAL EXPENSES ASSIST. | 98 | $114,274 |
| TRANSPORTATION ASSISTANCE | 198 | $42,243 |
| OTHER EXPENSES MED. COND. | 26 | $18,993 |
| DENTAL EXP. ASSISTANCE | 5 | $1,701 |
| EDUCATE/HEALTH/HUMAN SVCS | 23 | $6,827 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | DEPENDING ON THE TYPE OF FUND FROM WHICH A GRANT IS MADE, THE COMMUNITY FOUNDATION IMPLEMENTS ONE OF THE FOLLOWING GRANT MONITORING PROCESSES: 1) THE GRANTEE ACKNOWLEDGES BY DEPOSITING THE GRANT CHECK THAT THEY AGREE TO USE THE FUNDS FOR THE PURPOSE FOR WHICH THEY WERE GRANTED. THE COMMUNITY FOUNDATION RESERVES THE RIGHT TO ASK FOR A REFUND OF FUNDS IF THE GRANTEE MISUSES THE FUNDS. 2) THE GRANTEE DOES NOT RECEIVE APPROVED FUNDS UNTIL THEY CAN SHOW PROOF OF EXPENDITURE, RECEIPTS MUST BE SUBMITTED WITHIN 30 DAYS. ADDITIONALLY, THE GRANTEE IS REQUIRED TO SUBMIT A FINAL REPORT TO THE COMMUNITY FOUNDATION (USUALLY WITHIN ONE YEAR OF THE GRANT APPROVAL DATE) OUTLINING HOW THE FUNDS WERE USED. |
| SCHEDULE I, PAGE 4, PART IV | PART III, LINES 2-7: ASSISTANCE PROVIDED TO FINANCIALLY DISTRESSED INDIVIDUALS WITH SERIOUS MEDICAL CONDITIONS. PART III, LINE 8: ASSISTANCE PROVIDED TO CHILDREN. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $144,738 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $4,342 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $2,750 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $151,830 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,914,661 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GRAIN | 5 | $25,981 | MARKET PRICE |
| Yes (X) | EGG MIX | 1 | $180 | MARKET PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE COMMUNITY FOUNDATION: BRING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, TO INSPIRE GENEROSITY AND STRENGTHEN COMMUNITIES. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. |
| FORM 990, PAGE 6, PART VI, LINE 1A | DESCRIPTION OF DELEGATION OF AUTHORITY TO EXECUTIVE COMMITTEE: BYLAWS OF THE COMMUNITY FOUNDATION AS AMENDED NOVEMBER 10, 2014 STATE THE FOLLOWING: SECTION 4.01. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS, THE CEO OF THE FOUNDATION, AND THE CHAIRS OF THE PUBLIC RELATIONS, FINANCE AND INVESTMENT, GRANT AND SCHOLARSHIP, DONOR RELATIONS, AND GOVERNANCE COMMITTEES (ALL MEMBERS OF THE BOARD OF DIRECTORS). SECTION 4.02. POWERS OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY LAW OR BY RESOLUTION OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO AMEND THE BY-LAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | UPON COMPLETION OF THE FORM 990, AN ELECTRONIC VERSION OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS AT LEAST THREE DAYS BEFORE THE SECOND MONDAY OF NOVEMBER. AT THE NOVEMBER BOARD MEETING, WHICH TAKES PLACE ON THE SECOND MONDAY, THE BOARD TREASURER PRESENTS THE FORM 990 FOR ACCEPTANCE. THE BOARD VOTES TO ACCEPT OR NOT ACCEPT THE FORM 990 AS PRESENTED. IF ACCEPTED, THE FORM 990 IS THEN SUBMITTED TO THE IRS. IF NOT ACCEPTED, THE FORM 990 WILL BE REVISED UNTIL ACCEPTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE COMMUNITY FOUNDATION REQUIRES A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM FROM ALL BOARD MEMBERS AND FROM ANY COMMITTEE MEMBER WHO IS IN A POSITION TO RECOMMEND GRANT DISTRIBUTIONS. DISCLOSURE FORMS ARE RENEWED AND RE-SIGNED ANNUALLY OR EACH TIME THEY (BOARD MEMBERS) SERVE ON A GRANT OR SCHOLARSHIP COMMITTEE. THE CEO COLLECTS AND REVIEWS THE DISCLOSURE FORMS AS THEY ARE RETURNED AND MAKES SURE THAT ALL WHO ARE REQUIRED TO COMPLETE A DISCLOSURE FORM HAVE DONE SO. WHEN AN INDIVIDUAL REPORTS AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THE COMMUNITY FOUNDATION FOLLOWS THE PROCEDURES OUTLINED IN ITS POLICY FOR DISCLOSURE OF CONFLICTS TO THE APPLICABLE BODY OF DECISION-MAKERS AND RECUSAL OF INDIVIDUAL(S) WITH CONFLICTS FROM THE DECISION-MAKING PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | 15A) THE FOLLOWING PROCESS WAS UNDERTAKEN IN FISCAL YEAR 2021/2022, WITH RESPECT TO COMPENSATION PAID TO THE CEO IN FISCAL YEAR 2022/2023. THE BOARD PRESIDENT AND THE CEO COMPLETE A FORMAL REVIEW INSTRUMENT INDEPENDENTLY AND THEN REVIEW RESULTS. THE BOARD PRESIDENT MEETS WITH THE EXECUTIVE COMMITTEE; THE CEO DOES NOT ATTEND. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE IN THE AREAS OF BOARD RELATIONS; STAFF PLANNING AND SUPERVISION; GRANTS AND PROGRAM MANAGEMENT; AND PUBLIC RELATIONS AND RESOURCE DEVELOPMENT. THE EXECUTIVE COMMITTEE THEN DETERMINES CONTINUED EMPLOYMENT, THE STRENGTHS AND POSSIBLE AREAS OF IMPROVEMENT AND COMPENSATION. THIS INFORMATION IS THEN SHARED WITH THE CEO. IN PREPARATION FOR THE CEO EVALUATION, THE COMMUNITY FOUNDATION PRESIDENT (AS CHAIR OF THE EXECUTIVE COMMITTEE) IS PROVIDED A COMPILATION OF THE COUNCIL ON FOUNDATIONS' NATIONWIDE SALARY INFORMATION. THE PRESIDENT IS ALSO PROVIDED WITH COMMUNITY FOUNDATION SALARY INFORMATION FOR THE STATE OF INDIANA AND ALSO FOR THE NORTHEAST REGION OF INDIANA. MINUTES OF THE EXECUTIVE COMMITTEE'S COMPENSATION DELIBERATIONS AND DECISIONS ARE PREPARED NO LATER THAN THE NEXT MEETING OF THE EXECUTIVE COMMITTEE, OR SIXTY DAYS AFTER THE DATE OF THE MEETING AT WHICH THE COMPENSATION IS APPROVED, WHICHEVER IS LATER. LINE 15B) N/A-THE COMMUNITY FOUNDATION HAS NO "OTHER OFFICERS OR KEY EMPLOYEES" TO REPORT ON. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE COMMUNITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC REVIEW IN TWO WAYS: 1) THROUGH OUR WEBSITE, AND 2) THROUGH A PUBLIC REVIEW FILE. ON OUR WEBSITE, WE MAKE AVAILABLE THE FOLLOWING: PAST FIVE YEARS OF IRS FORM 990, PAST 5 YEARS OF AUDITS, IRS DETERMINATION LETTER, KCCF FORM 1023, PAST FIVE YEARS OF ANNUAL REPORTS, A BOARD AND STAFF LISTING, ADOPTED POLICIES, SAMPLE FUND AGREEMENTS, AND ACCESS TO OUR ONLINE GRANT AND SCHOLARSHIP APPLICATIONS. OUR PUBLIC REVIEW FILE IS AVAILABLE IN A COMMON SPACE WITHIN THE FOUNDATION OFFICE. ITS CONTENTS INCLUDE: KCCF FORM 1023, ARTICLES OF INCORPORATION, BY-LAWS, IRS DETERMINATION LETTER, STATE SALES TAX EXEMPTION CERTIFICATE, RESOLUTION TO DO BUSINESS, AND OUR MOST RECENT AUDITED FINANCIAL STATEMENTS. THIS FILE IS AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VII | SECTION A, LINE 1A - COLUMN (B) - ESTIMATE OF THE AVERAGE HOURS PER WEEK FOR A RELATED ORGANIZATION: STEPHANIE OVERBEY SERVED .5 VOLUNTEER HOURS PER WEEK ON THE BOARD OF DIRECTORS FOR ORTHOPEDICS CAPITAL FOUNDATION, INC., A RELATED ORGANIZATION AND SUPPORTING ORGANIZATION OF THE KOSCIUSKO COUNTY COMMUNITY FOUNDATION. |
| FORM 990, PART XI, LINE 9 | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE -46,726 AGENCY FUND REVENUES -258,285 AGENCY FUND EXPENSES 104,990 TOTAL -200,021 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPEDICS CAPITAL FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271038452 | EIN |
| Primary Activities | CHARITY/ED | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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