2022-09-07T08:47:31-05:00 2021-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2021-01-01 351835950 RUSH COUNTY COMMUNITY FOUNDATION INC RUSH 7659381177 117 N MAIN ST RUSHVILLE IN 46173 ALISA WINTERS EXECUTIVE DIRECTOR 7659381177 2022-08-31 1 ALISA WINTERS 999009999 TRACY A HAINES P00517541 7659660531 2022-08-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ALISA WINTERS 117 N MAIN ST RUSHVILLE IN 46173 7367073 0 X WWW.RUSHCOUNTYFOUNDATION.ORG X 1991 IN THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 12 12 5 83 0 0 1193681 1197718 0 0 220943 1848721 28714 0 1443338 3046439 551885 583984 0 0 248137 262755 0 0 93356 233258 818830 1033280 1665569 410058 1380870 26158754 28144119 5013418 4623125 21145336 23520994 X THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 0 0 1383676 583984 COMMUNITY GRANTS FOR LOCAL SCHOOLS AND ORGANIZATIONS AND COLLEGE SCHOLARSHIPS FOR INDIVIDUALS. 115 SCHOLARSHIPS AND 127 GRANTS WERE DISTRIBUTED. 1383676 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X ALISA WINTERS 7659381177 117 N MAIN ST RUSHVILLE IN 46173 MINDY VOGEL BOARD MEMBER 1.00 X 0 0 0 KAREN BRASHABER SECRETARY 1.00 X X 0 0 0 BEN WICKER PRESIDENT 1.00 X X 0 0 0 ARIKA MARLATT BOARD MEMBER 1.00 X 0 0 0 PHILLIP KUHN TREASURER 1.00 X X 0 0 0 BOB GULDE BOARD MEMBER 1.00 X 0 0 0 DAVE MALSON BOARD MEMBER 1.00 X 0 0 0 KEITH PERIN VICE PRESIDENT 1.00 X X 0 0 0 DAVID BURKHARDT BOARD MEMBER 1.00 X 0 0 0 JOHN CORN BOARD MEMBER 1.00 X 0 0 0 DENISE HOEING BOARD MEMBER 1.00 X 0 0 0 PHIL KING BOARD MEMBER 1.00 X 0 0 0 ANGELA BANE ADMINISTRATIVE AND ACCOUNT 38.00 X 43787 0 6500 ALISA WINTERS EXECUTIVE DIRECTOR 38.00 X 80051 0 7323 KRISTINA AMOS PROGRAM COORDINATOR 35.00 X 41992 0 6500 165830 0 20323 0 0 0 0 0 1197718 1197718 757421 757421 5411934 4320634 1091300 1091300 1091300 3046439 0 0 1848721 384537 384537 199447 199447 165830 74551 59259 32020 54731 29870 13917 10944 26334 12377 8690 5267 15860 7599 5309 2952 381 57 324 14000 2100 11900 47612 47612 2437 975 1462 5578 5578 9687 484 8719 484 1979 1484 198 297 3368 3368 19108 7643 11465 4292 1288 3004 REC CENTER FUND 582595 582595 DONOR CULTIVATION 35060 35060 FIRST5 FUND 28774 24458 2877 1439 SOFTWARE FEES 25264 3789 20212 1263 38695 2810 33717 2168 1665569 1383676 188537 93356 1082 2656 5364109 4511532 52500 112500 507991 207629 318402 300362 20422661 23217069 26158754 28144119 3534 205720 9884 0 5000000 4417405 5013418 4623125 X 8830764 9669244 12314572 13851750 21145336 23520994 26158754 28144119 X 1380870 890752 104036 X X 0 1 X 1 0 X 837551 1131118 538821 1193681 1197718 4898889 837551 1131118 538821 1193681 1197718 4898889 1534114 3364775 484366 841873 606551 537770 757421 3227981 1394 155 28714 30263 8157133 0.41250 0.40720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 80 8263 183353 227144 206526 7004683 1 1 17438658 314808 2367917 492538 361417 19267428 15655711 808838 1766138 543849 248180 17438658 13452590 435990 2585108 80061 242258 495658 15655711 14364832 765797 -967933 445676 -25973 290403 13452590 12861312 685791 1461920 401930 242261 14364832 0.31280 0.05150 0.63570 0 0 100293 100293 349263 174042 175221 58435 33587 24848 300362 X 3670319 994788 35773 1030561 2639758 47612 359069 406681 3046439 1540528 35773 35773 1504755 160814 160814 1665569 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT POLICY FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING, AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK PARAMETERS. IN JUNE 2017, THE FOUNDATION ADOPTED A FORMAL SPENDING POLICY TO CALCULATE THE AMOUNT OF MONEY ANNUALLY DISTRIBUTED FROM THE FOUNDATION'S VARIOUS ENDOWED FUNDS. THE CURRENT SPENDING POLICY IS TO DISTRIBUTE AN AMOUNT DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AND THAT RATE IS MULTIPLIED BY THE PREVIOUS FIVE-YEAR ROLLING AVERAGE OF THE FUND'S FAIR MARKET VALUE. FOR DECEMBER 31, 2021 AND 2020, THE BOARD APPROVED A SPENDING RATE OF 4.2%. THE FOUNDATION'S OBJECTIVE IS TO AVOID INVASION INTO THE HISTORICAL VALUE OR PRINCIPAL OF A FUND TO MEET THE SPENDING POLICY, UNLESS THE TERMS OF A GIFT ALLOWS THE FOUNDATION TO DO SO IN A PRUDENT MANNER. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE FORMALIZED SPENDING POLICY WILL ALLOW ITS ENDOWMENT ASSETS TO GROW CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANGEMENT FEE INCOME 35,773. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 359,069. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEE EXPENSES 35,773. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 113,203. INVESTMENT FEES 47,612. ROUNDING -1. 1 BOYS & GIRLS CLUB OF RUSH COUNTY 1590 N SEXTON RUSHVILLE IN 46173 237170004 501(C)(3) 39000 0 TO PROVIDE SUPPORT TO THE BOYS AND GIRLS CLUB OF RUSH COUNTY GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 12500 0 COMMUNITY GRANT: SCHOOL-BASED PANTRY PROGRAMS IN RUSH COUNTY MAIN STREET CHRISTIAN CHURCH 615 N MAIN ST RUSHVILLE IN 46173 356000841 501(C)(3) 10226 0 TO PROVIDE FUNDING TO SUPPORT THE CHURCH RUSH COUNTY HUMANE SOCIETY 916 E US HWY 52 RUSHVILLE IN 46173 351965311 501(C)(3) 11794 0 TO PROVIDE FUNDING TO SUPPORT THE ONGOING WORK AND DEVELOPMENT OF THE HUMANE SOCIETY RUSH MEMORIAL HOSPTIAL 1300 N MAIN ST RUSHVILLE IN 46173 203199892 501(C)(3) 8219 0 TO PROVIDE FUNDING FOR CANCER TREATMENTS AND SUPPORT FOR RUSH MEMORIAL HOSPITAL RUSHVILLE LODGE 1307 BPOE OF ELKS PO BOX 81 RUSHVILLE IN 46173 350173269 501(C)(8) 8015 0 TO PROVIDE OTHER CHARITABLE ACTIVITIES AND SUPPORT FOR THE RUSHVILLE LODGE 1307 BPOE OF ELKS RUSHVILLE PUBLIC LIBRARY 130 W 3RD ST RUSHVILLE IN 46173 356002081 501(C)(3) 42899 0 TO PROVIDE SUPPORT FOR THE LIBRARY'S CURRENT AND FUTURE NEEDS. TO PROMOTE SOCCER IN RUSH COUNTY. TO PURCHASE NEW BOOKS AND THE SUMMER PROGRAM. TO HELP FUND FACILITIES IMPROVEMENTS. ST MARY CATHOLIC SCHOOL FOUNDATION 225 E 5TH ST RUSHVILLE IN 46173 351810106 501(C)(3) 10708 0 TO PROVIDE FUNDING TO SUPPORT THE SCHOOL ST PAUL'S UNITED METHODIST CHURCH 426 N MORGAN RUSHVILLE IN 46173 356000842 501(C)(3) 26310 0 TO PROVIDE SUPPORT FOR THE CHURCH RUSH COUNTY SENIOR CITIZENS SERVICES 504 W 3RD STREET RUSHVILLE IN 46173 351360401 501(C)(3) 8054 0 TO PROVIDE SUPPORT TO THE RUSH COUNTY SENIOR CITIZENS CENTER. RUSH COUNTY ARC PO BOX 44 RUSHVILLE IN 46173 351343188 501(C)(3) 6778 0 TO SUPPORT THE MENTALLY AND PHYSICALLY CHALLENGED AND THEIR FAMILIES. CITY OF RUSHVILLE 330 N MAIN STREET SUITE 200 RUSHVILLE IN 46173 356001184 GOVERNMENTAL 10000 0 COMMUNITY GRANT: BICENTENNIAL CELEBRATION GIRLS INC OF SHELBYVILLESHELBY COUNTY 904 S MILLER STREET SHELBYVILLE IN 46173 351277849 501(C)(3) 7500 0 COMMUNITY GRANT: SUBSCRIPTION BOXES FOR THE GIRLS AGES 6-10 IN RUSH COUNTY GLENWOOD VOLUNTEER FIRE DEPARTMENT INCORPORATED PO BOX 175 GLENWOOD IN 46133 203011561 501(C)(3) 29010 0 COMMUNITY GRANT: PURCHASE OF NEW AIR PACKS TO BE PLACED ON NEW FIRE ENGINE HEART OF RUSHVILLE 330 N MAIN STREET RUSHVILLE IN 46173 352021590 501(C)(3) 5983 0 MUSIC FOR RUSH COUNTY GRANT: TO PROVIDE FUNDING TO SECURE A WELL-KNOWN ACT FOR THE BICENTENNIAL CONCERT 9/2022 HENRY HENLEY PUBLIC LIBRARY PO BOX 35 CARTHAGE IN 46115 356026603 501(C)(3) 7875 0 COMMUNITY GRANT: TO UPGRADE ELECTRIC, INSTALL VENTING FOR RESTROOM AS WELL AS INSTALLING CLEANOUT FOR SEWAGE REPAIRS IN THE COMING YEARS. IMAGINENATION RUSH INC 525 E 7TH STREET RUSHVILLE IN 46173 842084028 501(C)(3) 11200 0 COMMUNITY GRANT: TO CREATE GALLERY AND COMMUNITY MEETING/EVENT SPACE AND BRING SHAKESPEARE IN THE PARK TO OUR COMMUNITY. MILROY ECONOMIC DEVELOPMENT CORPORATION PO BOX 186 MILROY IN 46156 208280022 501(C)(3) 10500 0 COMMUNITY GRANT: ENHANCE DOWNTOWN MILROY BY PAINTING A LARGE SCALE MURAL REPRESENTING THE COMMUNITY RUSH COUNTY HISTORICAL SOCIETY PO BOX 302 RUSHVILLE IN 46173 356021791 501(C)(3) 5243 0 TO SUPPORT THE ONGOING WORK AND DEVELOPMENT OF THE RUSH COUNTY HISTORICAL SOCIETY AND OTHER CHARITABLE ACTIVITIES. RUSHVILLE ELEMENTRY SCHOOL WEST 410 W 16TH STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 5916 0 TO PROVIDE SUPPORT FUNDING FOR SUPPLIES TO IMPROVE FINE AND GROSS MOTOR SKILLS FOR LIFE SKILL STUDENTS. TO PROVIDE FUNDING FOR SUPPLIES TO REGULATE, RESET, AND FIDGET FOR SUCCESS BOXES. TO SUPPORT THE PHYSICAL OR STUDENT IDENTITY. RUSHVILLE ELEMENTRY SCHOOL EAST 390 W 16TH STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 5628 0 TO PROVIDE FUNDING FOR MOVEMENT STATIONS AND FLEXIBLE SEATING TO BENEFIT STUDENTS WHO HAVE SOCIAL/EMOTIONAL CHALLENGES. TO SUPPORT THE PHYSICAL OR STUDENT IDENTITY. THE OPEN RESOURCE 103 N MAIN STREET RUSHVILLE IN 46173 844469821 501(C)(3) 16190 0 COMMUNITY GRANT: DIGITAL NAVIGATOR 21 1 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 57 199447 PART I, LINE 2: THE TERMS OF THE GRANT REQUIRE TWO SIGNATURES FROM THE RECIPIENT ORGANIZATION BEFORE FUNDS ARE RELEASED. THE REQUIREMENTS OF THE RECIPIENT ORGANIZATION INCLUDE REPORTING INFORMATION BACK TO THE FOUNDATION INCLUDING WHETHER THE FUNDS WERE USED ACCORDING TO THE GRANT REQUEST, RECEIPTS FOR GRANT EXPENDITURES, REIMBURESMENT OF UNUSED FUNDS, PHOTOGRAPHS OF ANY ITEMS ACQUIRED WITH GRANT FUNDS, AND COMPLETION OF A QUESTIONNAIRE. THE GRANT RECIPIENT MUST STATE IN THE QUESTIONNAIRE WHETHER FUNDS WERE USED IN ACCORDANCE WITH IRS REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND ACCOUNTS COORDINATOR BEFORE FILING. THE COMPLETED INFORMATION WILL BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR ANALYZE POTENTIAL CONFLICTS OF BOARD MEMBERS, AND ANY ACTUAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL - THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REPORTS TO THE BOARD. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF ALL EMPLOYEES AND REPORTS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIALS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 104,036. ROUNDING FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.