WELLS COUNTY FOUNDATION INC: Form 990, tax year 2022
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- Organization
- WELLS COUNTY FOUNDATION INC (EIN 35-6042815)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349311573
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:22:25-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351445791 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Honegger Ringger & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 N Main Street | AddressLine1Txt |
| City | Bluffton | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356042815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS COUNTY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 2608248620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W MARKET STREET | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY SLATER | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| 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 | TAMMY | PersonFirstNm |
| Person Last | SLATER | 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 | Brad H Johnson CPA | PreparerPersonNm |
| PTIN | P00388321 | PTIN |
| Phone | 2608244107 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W MARKET STREET | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,763,908 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wellscountyfound.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE FOUNDATION ESTABLISHED TO ENHANCE THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,262,818 | PYContributionsGrantsAmt |
| CY Contributions Grants | $901,904 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,225,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,063,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $236,822 | PYOtherRevenueAmt |
| CY Other Revenue | -$219,753 | CYOtherRevenueAmt |
| PY Total Revenue | $3,725,265 | PYTotalRevenueAmt |
| CY Total Revenue | $1,745,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,173,434 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,547,758 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $189,243 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $197,725 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $173,524 | PYOtherExpensesAmt |
| CY Other Expenses | $152,430 | CYOtherExpensesAmt |
| PY Total Expenses | $1,536,201 | PYTotalExpensesAmt |
| CY Total Expenses | $1,897,913 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,189,064 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$152,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,406,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,426,440 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,375,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,424,936 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,031,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,001,504 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CHARITABLE FOUNDATION ESTABLISHED TO ENHANCE THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,019,086 | ExpenseAmt |
| Grant | $985,205 | GrantAmt |
| Desc | PROVIDE BENEFITS AND DEVELOPMENT OF THE WELLS COUNTY COMMUNITY BY PROVIDING PROGRAM/PROJECT FUNDING FOR QUALIFIED CHARITABLE ORGANIZATIONS PURSUANT TO THE PURPOSE OF DONOR INTENTIONS AND BY FUNDING PROGRAMS OR PROJECTS THAT IMPROVE THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $602,134 | ExpenseAmt |
| Grant | $562,553 | GrantAmt |
| Desc | AWARD SCHOLARSHIPS TO WELLS COUNTY RESIDENTS TO ASSIST IN PURSUING POST-SECONDARY EDUCATION. 146 STUDENTS RECEIVED SCHOLARSHIPS IN 2022. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,621,220 | 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 | false | 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 | false | 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 | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (true) | 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 | KAITLYN MCNALLY | PersonNm |
| Phone | 2608248620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 N MAIN ST SUITE C | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TAMMY SLATER | |||||||
| EXEC DIRECTOR | 40.00 | 0.00 | $81,044 | $0 | $0 | ||
| ALAN GUNKEL | |||||||
| President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| BRAD JOHNSON | |||||||
| TREASURER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| JESSICA BRICKER | |||||||
| Secretary | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| SARAH MCNEILL | |||||||
| Vice President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| RICK GENTIS | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KODY KUMFER | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN PASTORE | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SETH WHICKER | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL TOWNE | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $81,044 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $901,904 | AllOtherContributionsAmt |
| Total Contributions | $901,904 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,803 | TotalRevenueColumnAmt |
| Exclusion | $359,803 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,721,954 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,018,604 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $703,350 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $703,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $703,350 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CHANGE IN REMAINDER TRUST | -$36,031 | -$36,031 |
| MISCELLANEOUS | $532 | $532 |
| OPERATING FEES | $8,471 | $8,471 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$192,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$192,725 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$219,753 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,745,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $483,597 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $359,803 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,205 | TotalAmt |
| Program Services | $985,205 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,553 | TotalAmt |
| Program Services | $562,553 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,044 | TotalAmt |
| Program Services | $27,015 | ProgramServicesAmt |
| Management And General | $27,015 | ManagementAndGeneralAmt |
| Fundraising | $27,014 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,650 | TotalAmt |
| Program Services | $34,225 | ProgramServicesAmt |
| Management And General | $48,825 | ManagementAndGeneralAmt |
| Fundraising | $14,600 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,361 | TotalAmt |
| Program Services | $1,837 | ProgramServicesAmt |
| Management And General | $2,275 | ManagementAndGeneralAmt |
| Fundraising | $1,249 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,670 | TotalAmt |
| Program Services | $4,685 | ProgramServicesAmt |
| Management And General | $5,802 | ManagementAndGeneralAmt |
| Fundraising | $3,183 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,900 | TotalAmt |
| Management And General | $45,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,407 | TotalAmt |
| Management And General | $12,407 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,694 | TotalAmt |
| Management And General | $6,694 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,722 | TotalAmt |
| Management And General | $22,722 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,020 | TotalAmt |
| Management And General | $6,020 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DONOR DEVELOPMENT | $34,051 | $34,051 | ||
| ADMINISTRATION FEES | $5,700 | $5,700 | ||
| REPAIRS & MAINTENANCE | $5,450 | $5,450 | ||
| AMORTIZATION | $4,784 | $4,784 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,252 | TotalAmt |
| Management And General | $8,252 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,913 | TotalAmt |
| Program Services | $1,621,220 | ProgramServicesAmt |
| Management And General | $191,812 | ManagementAndGeneralAmt |
| Fundraising | $84,881 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25 | BOYAmt |
| EOY | $25 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,105 | BOYAmt |
| EOY | $1,393,522 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $655,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,564 | BOYAmt |
| EOY | $1,564 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $495,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $139,498 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,458 | BOYAmt |
| EOY | $356,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,268,203 | BOYAmt |
| EOY | $28,384,365 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,561,467 | BOYAmt |
| EOY | $635,784 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,406,822 | BOYAmt |
| EOY | $31,426,440 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,440 | BOYAmt |
| EOY | $5,611 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,333 | BOYAmt |
| EOY | $332,888 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,891 | BOYAmt |
| EOY | $1,086,437 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,664 | BOYAmt |
| EOY | $1,424,936 | 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 | $2,119,723 | BOYAmt |
| EOY | $1,808,593 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,911,435 | BOYAmt |
| EOY | $28,192,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,031,158 | BOYAmt |
| EOY | $30,001,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,406,822 | BOYAmt |
| EOY | $31,426,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$152,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,877,045 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $784,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $684,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,247,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,240,209 | CurrentTaxYearAmt |
| Total | $4,199,254 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $784,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $684,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,247,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,240,209 | CurrentTaxYearAmt |
| Total | $4,199,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $917,255 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,281,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $398,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $373,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $343,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $334,999 | CurrentTaxYearAmt |
| Total | $1,863,830 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $532 | CurrentTaxYearAmt |
| Total | $2,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,065,912 | TotalSupportAmt |
| Public Support CY170 | 0.54110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45520 | 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 | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $10,859 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $330,760 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,706,153 | DonorAdvisedFundsVlEOYAmt |
| 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 | $30,336,399 | BeginningYearBalanceAmt |
| Contributions | $103,320 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,947,260 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $775,082 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $297,656 | AdministrativeExpensesAmt |
| End Year Balance | $24,419,721 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,595,148 | BeginningYearBalanceAmt |
| Contributions | $281,175 | ContributionsAmt |
| Investment Earnings Or Losses | $4,534,064 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $779,602 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $294,386 | AdministrativeExpensesAmt |
| End Year Balance | $30,336,399 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,712,260 | BeginningYearBalanceAmt |
| Contributions | $44,398 | ContributionsAmt |
| Investment Earnings Or Losses | $3,834,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $745,132 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $251,037 | AdministrativeExpensesAmt |
| End Year Balance | $26,595,148 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,656,585 | BeginningYearBalanceAmt |
| Contributions | $421,606 | ContributionsAmt |
| Investment Earnings Or Losses | $4,486,637 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $630,470 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $222,098 | AdministrativeExpensesAmt |
| End Year Balance | $23,712,260 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,610,846 | BeginningYearBalanceAmt |
| Contributions | $598,743 | ContributionsAmt |
| Investment Earnings Or Losses | -$836,987 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $500,375 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $215,642 | AdministrativeExpensesAmt |
| End Year Balance | $19,656,585 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $370,451 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,218 | DepreciationAmt |
| Book Value | $306,233 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,280 | DepreciationAmt |
| Book Value | $29,947 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $356,180 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $733,009 |
| ANNUITY LIABILITY | $20,865 |
| CUSTODIAL LIABILITIES | $332,277 |
| LEASE LIABILITIES | $286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,086,437 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$5,131,741 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,877,045 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,877,045 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,745,304 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,745,304 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,897,913 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,897,913 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,897,913 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HOLDS SEVERAL ENDOWED FUNDS THAT WERE CREATED BY DONORS OR SET ASIDE BY THE FOUNDATION TO INVEST AND CREATE INCOME AVAILABLE TO BE SPENT ON ENHANCING THE PRESENT AND FUTURE QUALITY OF LIFE OF THE WELLS COUNTY, IN COMMUNITY. THE ENDOWED FUND BALANCES ARE NOT INTENDED TO BE SPENT BY THE FOUNDATION. SOME FUNDS MAY TARGET DIFFERENT AREAS OR CATEGORIES IN THE COMMUNITY SUCH AS ARTS AND CULTURE, CIVIC AFFAIRS, COMMUNITY DEVELOPMENT, EDUCATION, YOUTH, ENVIRONMENT, ANIMAL WELFARE, RECREATION, HEALTH AND HUMAN SERVICES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALIVE & WELL ABSTINENCE EDUC | |||||||||
| 650 N MAIN ST SUITE B | BLUFFTON | IN | 46714 | 711019116 | 501C3 | $15,000 | $0 | BOOK | EDUCATIONAL PROGRAM FOR YOUTH |
| BI-COUNTY SERVICES INC | |||||||||
| 425 E HARRISON ST | BLUFFTON | IN | 46714 | 356203048 | 501C3 | $17,120 | $0 | BOOK | PROGRAMS FOR MENTALLY HANDICAPPED |
| BLUFFTON FIRE DEPT | |||||||||
| 204 E MARKET ST | BLUFFTON | IN | 46714 | 356000955 | 501C3 | $7,000 | $0 | BOOK | SUPPORT LOCAL FIRE DEPT |
| BLUFFTON PARKS DEPARTMENT | |||||||||
| 128 E MARKET ST | BLUFFTON | IN | 46714 | 356000955 | 501C3 | $267,000 | $0 | BOOK | VARIOUS ACTIVITIES AT LOCAL PARKS |
| COMM HARVEST FOOD BANK NE IN | |||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | 311100607 | 501C3 | $10,000 | $0 | BOOK | PROVIDE FOOD FOR COMMUNITY |
| COMMUNITY CARE OF WELLS CO | |||||||||
| 116 S JOHNSON ST | BLUFFTON | IN | 46714 | 300787163 | 501C3 | $14,931 | $0 | BOOK | FUNDING FOR PROGRAMS & FACILITY |
| CREATIVE ARTS-WELLS CO | |||||||||
| 211 W WATER ST SUITE B | BLUFFTON | IN | 46714 | 237369770 | 501C3 | $24,992 | $0 | BOOK | PROVIDE ART PROGRAMS TO COMMUNITY |
| FAMILY CENTERED SERVICES | |||||||||
| 123 S MARION ST | BLUFFTON | IN | 46714 | 351768199 | 501C3 | $49,700 | $0 | BOOK | VARIOUS FAMILY PROGRAMS |
| HEARTSPRING INC | |||||||||
| 8700 EAST 29TH ST NORTH | WICHITA | KS | 67226 | 480561969 | 501C3 | $11,470 | $0 | BOOK | SUPPORT CHILDREN WITH SPECIAL NEEDS |
| HOPE MISSIONARY CHURCH | |||||||||
| 429 E DUSTMAN ROAD | BLUFFTON | IN | 46714 | 356064101 | 501C3 | $7,500 | $0 | BOOK | BRIDGE OF HOPE GALA |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | |||||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | 841267604 | 501C3 | $7,000 | $0 | BOOK | JA PROGRAMS IN WELLS CO SCHOOLS |
| OSSIAN FIRE DEPARTMENT | |||||||||
| 507 N JEFFERSON ST | OSSIAN | IN | 46777 | 351754024 | 501C3 | $30,795 | $0 | BOOK | SUPPORT FOR LOCAL FIRE DEPT |
| PLEASANT DALE CEMETERY ASSOC | |||||||||
| 5161 W 300 N | DECATUR | IN | 46733 | 351589082 | 501C3 | $11,000 | $0 | BOOK | SUPPORT OF CHARITABLE ACTIVITIES |
| PLEASANT DALE CHURCH | |||||||||
| 4505 W 300 N | DECATUR | IN | 46733 | 351589082 | 501C3 | $7,400 | $0 | BOOK | CHURCH'S CHARITABLE PURPOSES |
| RILEY CHILDRENS FOUNDATION | |||||||||
| 30 S MERIDIAN ST SUITE 200 | INDIANAPOLIS | IN | 46204 | 350868147 | 501C3 | $12,400 | $0 | BOOK | REPLENISH FUNDS WELLS CO KIDS |
| SOUTHERN WELLS COMM SCHOOLS | |||||||||
| 9120 S 300 W | PONETO | IN | 46781 | 351077633 | 501C3 | $12,019 | $0 | BOOK | VARIOUS EDUCATION PROGRAMS |
| ST JOSEPH CATHOLIC CHURCH | |||||||||
| 1300 N MAIN ST | BLUFFTON | IN | 46714 | 300516171 | 501C3 | $24,000 | $0 | BOOK | CHURCH'S CHARITABLE PURPOSES |
| ST VINCENT DE PAUL CATHOLIC | |||||||||
| 1502 E WALLEN ROAD | FORT WAYNE | IN | 46825 | 351003124 | 501C3 | $16,000 | $0 | BOOK | CHURCH'S CHARITABLE PURPOSES |
| STILLWATER HOSPICE | |||||||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 46804 | 352003105 | 501C3 | $6,000 | $0 | BOOK | GRIEF SUPPORT & HOSPICE CARE |
| WELLS CO 4-H ASSOCIATION | |||||||||
| 1240 4-H PARK ROAD | BLUFFTON | IN | 46714 | 351152326 | 501C3 | $12,400 | $0 | BOOK | FUNDING FOR FACILITY IMPROVEMENTS |
| WELLS CO BOYS & GIRLS CLUB | |||||||||
| 1410 S WAYNE ST | BLUFFTON | IN | 46714 | 311253620 | 501C3 | $47,350 | $0 | BOOK | SUPPORT PROGRAMS FOR KIDS IN COMM |
| WELLS CO CHILD PROTECTION | |||||||||
| 102 W MARKET ST SUITE 404 | BLUFFTON | IN | 46714 | 352181647 | 501C3 | $6,650 | $0 | BOOK | FUND BE SEEN & HEARD PROGRAM |
| WELLS CO COUNCIL ON AGING | |||||||||
| 225 W WATER ST | BLUFFTON | IN | 46714 | 351392131 | 501C3 | $6,900 | $0 | BOOK | SUPPORT FOR SENIOR CITIZENS |
| WELLS CO FOOD BANK | |||||||||
| PO BOX 186 | BLUFFTON | IN | 46714 | 351695779 | 501C3 | $5,500 | $0 | BOOK | FOOD BANK FOR WELLS COUNTY |
| WELLS COUNTY EMS | |||||||||
| 140 W SPRING ST | BLUFFTON | IN | 46714 | 352112570 | 501C3 | $6,200 | $0 | BOOK | SUPPORT FOR LOCAL EMS |
| WELLS COUNTY PUBLIC LIBRARY | |||||||||
| 200 W WASHINGTON ST | BLUFFTON | IN | 46714 | 356000258 | 501C3 | $8,540 | $0 | BOOK | VARIOUS LIBRARY PROGRAMS |
| WELLS COUNTY REVITALIZATION INC | |||||||||
| 211 WATER ST | BLUFFTON | IN | 46714 | 351625609 | 501C3 | $102,900 | $0 | BOOK | SUPPORT REVITALIZATION OF COMMUNITY |
| YOUTH FOR CHRIST | |||||||||
| PO BOX 431 | BLUFFTON | IN | 46714 | 351837273 | 501C3 | $10,000 | $0 | BOOK | CAMPUS LIFE PROGRAMS |
| YWCA NORTHEAST INDIANA | |||||||||
| 5920 DECATUR ROAD | FORT WAYNE | IN | 46816 | 350868220 | 501C3 | $10,000 | $0 | BOOK | DOMESTIC VIOLENCE EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR WELLS CO IND. | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Cash Grant | $562,553 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | SCHEDULE I PART IIITHE FOUNDATION ANNUALLY AWARDS SEVERAL SCHOLARSHIPS TO ALLOW THE RECIPIENTS TO PROMOTE HIGHER EDUCATION LEVEL AMONG AREA RESIDENTS. MANY DIFFERENT SCHOLARSHIP PROGRAMS ARE AVAILABLE DEPENDING ON THE FIELD OF INTEREST THAT WAS SPECIFIED BY THE INDIVIDUALS WHO DONATED FUNDS TO ESTABLISH THE PARTICULAR PROGRAM. THE SCHOLARSHIPS ARE PUBLICLY ADVERTISED AND AWARDED IN ALL AREA SCHOOLS WHICH AREA RESIDENTS ARE ENROLLED.THE SELECTION OF MANY OF THE SCHOLARSHIPS IS BASED ON INDIVIDUAL JUDGMENTS MADE BY A CONTRACTED, INDEPENDENT, NON-LOCAL PROFESSIONAL WHO THEN ADVISES THE BOARD OF HIS OR HER RECOMMENDATIONS. THERE ARE SEVERAL SCHOLARSHIP PROGRAMS FOR WHICH EACH AREA SCHOOL'S BOARD APPOINTED SCHOLARSHIP SELECTION COMMITTEE DETERMINES THE RECIPIENT(S) FOR THAT PARTICULAR PROGRAM. THE SCHOLARSHIP COMPETITION CONSIDERS A WIDE RANGE OF CRITERIA INCLUDING PAST ACADEMIC RECORD, EXTRA-CURRICULAR ACTIVITIES, COMMUNITY INVOLVEMENT, ACADEMIC AND SOCIAL PROGRESS, AND SCORES ON NATIONAL STANDARDIZED TESTS (SAT, ACT).THE FOUNDATION'S GRANT COMMITTEE DOES SELECT INDIVIDUALS FOR SOME OF THE SCHOLARSHIPS, BUT ULTIMATELY, THE BOARD OF DIRECTORS APPROVES THE RECOMMENDATIONS FROM THE SELECTION SOURCES. AS WITH ALL MATTERS REQUIRING BOARD APPROVAL, ALL CONFLICTS OF INTEREST ARE OPENLY DISCLOSED AND IF ANY BOARD MEMBER HAS HAD A PART IN DETERMINING A RECIPIENT, HE OR SHE IS REQUIRED TO ABSTAIN FROM VOTING.THE SCHOLARSHIP AWARDS RANGE FROM ONE-TIME AWARDS TO FOUR-YEAR RECURRING AWARDS. IN ANY CASE, THOUGH, THE SCHOLARSHIP RECIPIENT MUST SUBMIT AN OFFICIAL INVOICE FOR TUITION AND FEES AND SUBMIT RECEIPTS FOR REIMBURSEMENT FOR BOOKS AND REQUIRED EQUIPMENT. ALL TUITION PAYMENTS ARE MADE PAYABLE ONLY TO THE EDUCATIONAL INSTITUTION. |
| Grantmaker's Description of How Grants are Used | ORGANIZATIONS RECEIVING GRANTS ARE SENT A LETTER FROM THE FOUNDATION TO NOTIFY THEM THAT THEIR GRANT WAS APPROVED. THE FOUNDATION INCLUDES A GRANT AGREEMENT WITH THIS LETTER THAT THE ORGANIZATIONS SIGN AND RETURN WHEN THEY ARE READY TO RECEIVE THEIR GRANT MONEY. AFTER THE GRANT MONEY IS USED, THE ORGANIZATIONS ARE REQUIRED TO SEND INVOICES, PICTURES, OR PUBLICITY TO SHOW THE FOUNDATION HOW THE MONEY WAS SPENT. A FINAL GRANT REPORT DETAILING EXPENDITURES IS DUE WITHIN 12 MONTHS FROM THE GRANT DISTRIBUTION. FOUNDATION EMPLOYEES FOLLOW UP WITH ORGANIZATIONS RECEIVING GRANTS IF THEY DO NOT RECEIVE INFORMATION ON HOW THE MONEY WAS SPENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | ALL FINANCE COMMITTEE MEMBERS RECEIVED A COPY OF THE FORM 990. THE COMMITTEE MET TO DISCUSS THE FORM 990 AND ANSWER ANY QUESTIONS ANY OF THE COMMITTEE MEMBERS HAD. |
| Form 990, Part VI, Section B, Line 12c | DIRECTORS ABSTAIN FROM VOTES DURING BOARD MEETINGS THAT WOULD CREATE A CONFLICT OF INTEREST. |
| Form 990, Part VI, Section B, Line 15b | EXECUTIVE COMMITTEE MEETS ANNUALLY TO EVALUATE PERFORMANCE OF EXECUTIVE DIRECTOR. COMMITTEE DISCUSSES WHAT THE EXECUTIVE DIRECTOR HAS DONE WELL OVER THE PAST YEAR AND WHAT COULD BE IMPROVED ON OR FOCUSED ON IN THE UPCOMING YEAR. THE COMMITTEE WILL SET COMPENSATION LEVEL AND IN THE PAST HAS COMPARED TO SIMILAR SIZE COMMUNITY FOUNDATIONS.HOURLY WAGES OF OTHER TWO EMPLOYEES ARE FIRST EVALUATED BY EXECUTIVE DIRECTOR WHO RECOMMENDS AN HOURLY RATE TO THE EXECUTIVE COMMITTEE. EXECUTIVE COMMITTEE MEETS ANNUALLY TO REVIEW THESE EVALUATIONS AND DISCUSS THE HOURLY RATES. THE COMMITTEE SETS THE HOURLY RATES OF THESE EMPLOYEES. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST MARKET CENTRE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 W MARKET STREET | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823317678 | EIN |
| Primary Activities | RENTAL OF OFFICE BUILDING TO THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| End Of Year Assets | $365,852 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS COUNTY FOUNDATION INC | BusinessNameLine1Txt |
| 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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