2022-02-08T10:50:40-06:00 2021-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2020-07-01 311117791 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC COMM 7656620065 505 WEST 3RD STREET MARION IN 46952 DAWN M BROWN PRESIDENT/CEO 7656620065 2022-02-02 1 DAWN BROWN XXX-XX-XXXX KANDY L WISCHMEIER CPA P00118327 8125228416 2022-02-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAWN M BROWN 505 WEST 3RD STREET MARION IN 46952 10056824 0 X GIVETOGRANT.ORG X 1984 IN THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 20 20 10 28 0 0 3710977 1347214 62 17129 369325 1670790 3600 0 4083964 3035133 1757375 1605329 0 0 349505 361228 0 0 150233 525888 468401 2632768 2434958 1451196 600175 28393796 33301601 1615442 1766201 26778354 31535400 X THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC. IS TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. 0 0 1234118 997833 10647 EDUCATION AND SCHOLARSHIP: ACCESS TO ATTAINING AN EDUCATION HAS ALWAYS BEEN IMPORTANT IN GRANT COUNTY. OUR GOAL WITH SCHOLARSHIP AWARDS IS TO HELP AS MANY STUDENTS AS POSSIBLE ATTEND COLLEGE. YEARLY, WE CALCULATE THE AVERAGE COST OF PUBLIC SCHOOL TUITION/FEES/BOOKS TO DEFINE AWARD MAXIMUMS. WE HAVE BEEN DILIGENT WITH SCHOLARSHIPS TO AWARD AMOUNTS THAT WILL BE IMPACTFUL FOR THE STUDENT AND ELIMINATE THE POSSIBILITY OF STUDENT LOAN DEBT. GRANT COUNTY IS AND WILL BE A BETTER PLACE IF WE CAN GIVE OUR COMMUNITY ACCESS TO AN EDUCATION IN A WAY THAT ELIMINATES FINANCIAL DEBT. THE SIGNIFICANT CHANGE THIS PAST YEAR WAS OUR DECISION TO PAY OUT OUR SCHOLARSHIPS EARLY, ESSENTIALLY AWARDING TWO YEARS OF SCHOLARSHIPS WITHIN ONE FISCAL YEAR, TO AVOID STUDENTS HAVING TO PAY LATE FEES TO THEIR COLLEGE BURSAR'S OFFICE. 260202 210384 2245 COMMUNITY DEVELOPMENT: THE COMMUNITY FOUNDATION USES ITS KNOWLEDGE, CONNECTIONS, INFLUENCE, AND RESOURCES TO BUILD POSITIVE CHANGE IN OUR COMMUNITY. ON A REGULAR BASIS WE BRING TOGETHER OTHER NONPROFITS TO SHARE WITH ONE ANOTHER WHAT THEY ARE DOING IN THE COMMUNITY AND BRIDGE THE GAP TO ALLOW FOR FURTHER COLLABORATIONS. WE CURRENTLY HAVE 418 FUNDS THAT WE MANAGE, WE HAVE GRANTED OVER $23 MILLION BACK INTO OUR COMMUNITY TO MAKE GRANT COUNTY A BETTER PLACE TO LIVE, WORK, PLAY, AND PRAY. THOUSANDS OF DONORS FROM ACROSS THE COUNTY, IN A VARIETY OF SOCIO-ECONOMIC SITUATIONS, HAVE CONTRIBUTED TO FUNDS AT THE COMMUNITY FOUNDATION TO SUPPORT PROJECTS OR PROGRAMS THAT CREATE A BETTER QUALITY OF LIFE FOR ALL WHO LIVE HERE. 491147 397112 4237 HEALTH AND HUMAN SERVICES: EMPOWERING THE HUMAN SERVICES NONPROFIT SECTOR IN GRANT COUNTY IS SOMETHING THE COMMUNITY FOUNDATION IS PROUD TO DO ANNUALLY. OUR LOCAL AGENCIES PROVIDE NECESSARY SERVICES TO THOUSANDS OF PEOPLE IN GRANT COUNTY, AND WITHOUT US, IT WOULD BE DIFFICULT TO HELP SO MANY FULLY ACHIEVE THEIR ORGANIZATIONAL MISSIONS. OVER THIS PAST YEAR, WE HAVE GRANTED TO MULTIPLE HEALTH AND HUMAN SERVICE ORGANIZATIONS, PERHAPS MORE THAN ANY PREVIOUS YEAR. DUE TO THE COVID PANDEMIC, WE OPENED A 3-MONTH GRANT CYCLE WHERE WE AWARDED GRANTS WEEKLY TO HEALTH AND HUMAN SERVICES ORGANIZATIONS. THESE ORGANIZATIONS ARE COMMITTED TO WORKING CLOSELY WITH INDIVIDUALS IN OUR COUNTY TO HELP IMPROVE THEIR OVERALL WELL-BEING. THEY SERVE ON THE FRONT LINES TO HOLISTICALLY MONITOR THE HEALTH OF OUR CITIZENS AND FAMILIES AND WE WERE PROUD TO STEP UP OUR GRANTMAKING DURING THIS CRITICAL TIME IN OUR HISTORY. 1985467 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 20 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 7656620065 505 WEST 3RD STREET MARION IN 46952 DAN CAREY VICE CHAIR 1.00 X X 0 0 0 MARTY HARKER SECRETARY 1.00 X X 0 0 0 VALERIE MCHARRY BOARD CHAIR 2.00 X X 0 0 0 DRU MCCOY MEMBER 1.00 X 0 0 0 KYLE SPEAKMAN TREASURER 1.00 X X 0 0 0 GEORGETTE MILLER MEMBER 1.00 X 0 0 0 ERIC MARSHALL MEMBER 1.00 X 0 0 0 JEANNIE WALTS MEMBER 1.00 X 0 0 0 JACKIE CERTAIN MEMBER 1.00 X 0 0 0 CHRIS KENNEDY MEMBER 1.00 X 0 0 0 JENNIFER LEE MEMBER 1.00 X 0 0 0 KYLE PERSINGER MEMBER 1.00 X 0 0 0 JOHN JONES MEMBER 1.00 X 0 0 0 MYLON LOGAN MEMBER 1.00 X 0 0 0 MARK ATKINSON MEMBER 1.00 1.00 X 0 0 0 CAROL BROWN MEMBER 1.00 X 0 0 0 HEATH CROUCH MEMBER 1.00 X 0 0 0 ANDRE PAYNE MEMBER 1.00 X 0 0 0 CORY POWELL MEMBER 1.00 X 0 0 0 JAY ROSS MEMBER 1.00 X 0 0 0 SHERRI RUSH CHIEF FINANCIAL OFFICER 40.00 2.00 X 68513 0 11754 DAWN BROWN PRESIDENT/CEO 40.00 2.00 X 97681 0 7266 166194 0 19020 0 0 0 0 0 1347214 30407 1347214 OTHER 900099 16574 16574 ADMINISTRATIVE FEE INCOME 900099 555 555 17129 769788 769788 7922693 7021691 901002 901002 901002 3035133 17129 0 1670790 861108 861108 744221 744221 188602 35781 131741 21080 128565 54075 14802 59688 21085 6115 9277 5693 22976 9799 3398 9779 1132 1132 14434 14434 52435 52435 18846 18846 23176 5350 4461 13365 38503 11551 15401 11551 5870 1937 1996 1937 8560 3424 1712 3424 23947 23947 7729 7729 PROGRAM SERVICE EXPENSE 199671 199671 MISCELLANEOUS 37217 37217 REPAIRS & MAINTENANCE 24415 24415 DUES & SUBSCRIPTIONS 7596 7596 4870 4870 2434958 1985467 299258 150233 694093 496024 2396431 2829161 8720 10291 558233 327702 245270 230531 15854683 29722125 9183645 10954 13469 28393796 33301601 51650 9434 1374176 1576895 189616 179872 1615442 1766201 X 730399 962017 26047955 30573383 26778354 31535400 28393796 33301601 X 600175 4365762 -208891 X X 0 1 X 1 0 X 894181 1277596 4701724 3710977 1347214 11931692 894181 1277596 4701724 3710977 1347214 11931692 5268902 6662790 612888 597069 1048943 844884 769788 3873572 15805264 607 0.42160 0.45620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 265902 230349 1550777 1 1 0 1 X 25870178 996004 5933688 1556489 23839 31219542 24245647 2155334 628624 1124103 11328 23996 25870178 21173636 3718737 1015446 1641884 884 19404 24245647 21567135 222166 805978 993287 2599 425757 21173636 19049164 1582666 1936471 610490 2844 387832 21567135 0.01000 0.99000 0 0 114864 114864 262214 194129 68085 105555 71198 34357 75600 62375 13225 230531 CHARITABLE GIFT ANNUITIES 113266 OTHER LIABILITIES 66606 179872 X PART IV, LINE 2B: CONTRIBUTIONS HELD FOR OTHERS REPRESENTS FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. PART V, LINE 4: EACH ENDOWMENT FUND IS SET-UP WITH A SPECIFIC PURPOSE IN MIND. AS THE ENDOWMENT GROWS, A PERCENTAGE OF THE AVERAGE BALANCE CAN BE SPENT TO MEET THE PURPOSE OF EACH FUND. WITH 361 DIFFERENT ENDOWMENT FUNDS, WE HAVE MANY VARIED PURPOSES. ENDOWMENT FUNDS ARE ULTIMATELY UTILIZED TO HELP US MEET OUR MISSION TO CONNECT PEOPLE, RESOURCES, AND CAUSES TO PROMOTE SUSTAINABLE IMPACT TOWARDS THE BETTERMENT OF GRANT COUNTY. WE ARE ABLE TO DO THAT BY SETTING UP FUNDS THAT DIRECTLY BENEFIT GRANT COUNTY AND SETTING UP FUNDS THAT HELP TO MEET LOCAL DONORS' CHARITABLE GOALS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 1 COMMUNITY FOUNDATION OF GRANT COUNTY SUPPORTING ORGANIZATION INC 505 W 3RD ST MARION IN 46952 851554023 501C3 213689 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF GRANT COUNTY INC PO BOX 687 MARION IN 46953 351864599 501C3 75424 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF GRANT COUNTY 123 SUTTER WAY MARION IN 46952 350886981 501C3 58670 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PROJECT LEADERSHIP 118 W 25TH ST MARION IN 46953 453577728 501C3 40000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WESLEYAN UNIVERSITY - PRESIDENT 4201 S WASHINGTON ST MARION IN 46953 350885591 501C3 29178 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF GRANT COUNTY 215 S ADAMS ST MARION IN 46952 350995975 501C3 28426 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY RESCUE MISSION 423 S GALLATIN ST MARION IN 46952 351659778 501C3 27151 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAIRMOUNT ROUND ROBINS 4401 S WESTERN AVE MARION IN 46953 351536564 501C3 27000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT-BLACKFORD MENTAL HEALTH 505 WABASH AVE MARION IN 46952 356202739 501C3 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAIRMOUNT HELPING HANDS 402 W 1ST ST FAIRMOUNT IN 46928 501C3 24000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION HIGH SCHOOL ALUMNI ASSOCIATION PO BOX 448 MARION IN 46952 454516790 501C3 18384 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANCER SERVICES OF GRANT COUNTY 305 S NORTON AVE MARION IN 46952 351058216 501C3 17804 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC CHURCH - CATHOLIC SCHOOL 1009 KEM RD MARION IN 46952 350941133 501C3 16850 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION R J BASKETT MIDDLE SCHOOL 125 N BROADWAY GAS CITY IN 46933 356002529 501C3 14500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC CHURCH - CHURCH 1031 KEM RD MARION IN 46952 350941133 501C3 12500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY ECONOMIC GROWTH COUNCIL 301 S ADAMS ST - SUITE 109 MARION IN 46952 351589550 501C3 12400 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CARDINAL GREENWAY INC 700 E WYSOR ST MUNCIE IN 47305 351885151 501C3 12000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CAREY SERVICES 2724 S CAREY ST MARION IN 46953 350965642 501C3 11544 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION GENERAL HOSPITAL 441 N WABASH AVE MARION IN 46952 350868130 501C3 10860 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION PHILHARMONIC ASSOCIATION INC PO BOX 272 MARION IN 46952 237126357 501C3 10840 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 10530 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS MARION AREA INC 624 S ADAMS ST MARION IN 46953 351441869 501C3 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MARION 301 S BRANSON ST MARION IN 46952 356001102 GOVERNMENTAL 9911 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOPE HOUSE MINISTRY INC 108 E14TH ST MARION IN 46953 842358737 501C3 9148 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SAWS - SERVANTS AT WORK INC PO BOX 68831 INDIANAPOLIS IN 46268 453825509 501C3 9000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY 359 N BRADNER AVE MARION IN 46952 362167910 501C3 8773 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION ARTS COMMISSION INC 212 ASHBOURNE DR NOBLESVILLE IN 46060 501C3 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WAWASEE AREA CONSERVANCY FOUNDATION 11586 N SR 13 SYRACUSE IN 46567 351832807 501C3 7400 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WESTMINSTER PRESCHOOL 1100 JEFFRAS AVE MARION IN 46952 351383470 501C3 6870 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST MARTIN DE PORRES COMMUNITY CENTER 901 S BRANSON ST MARION IN 46953 351696367 501C3 6180 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CSA - COMMUNITY SCHOOL OF THE ARTS 305 S ADAMS ST MARION IN 46952 351956785 501C3 5530 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF FAIRMOUNT 214 W WASHINGTON FAIRMOUNT IN 46928 356001022 GOVERNMENTAL 5056 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAD ANTHONYS CHILDREN'S HOPE HOUSE 7922 W JEFFERSON BLVD FORT WAYNE IN 46804 352032408 501C3 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 33 0 SCHOLARSHIPS 399 744221 PART I, LINE 2: THE COMMUNITY FOUNDATION HAS FOLLOW UP PROCEDURES ON ALL GRANTS PAID OUT. X 2 30407 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKER TO SELL CONTRIBUTIONS OF STOCK FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES AT A SPECIAL MEETING PRIOR TO FILING THE RETURN. A COPY OF THE RETURN IS DISTRIBUTED TO THE BOARD BY E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE DISCLOSES WHETHER THEY OR FAMILY MEMBERS HAVE INTERESTS THAT GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE MONITORED AT ALL MEETINGS. SHOULD A CONFLICT ARISE, THAT INDIVIDUAL DOES NOT PARTICIPATE IN COMMITTEE OR BOARD DELIBERATIONS AND DECISIONS CONCERNING THAT TRANSACTION/DECISION. THE CONFLICT OF INTEREST POLICY WAS REVISED BY THE COMPLIANCE COMMITTEE IN A WAY THAT MAKES IT EASIER FOR EACH BOARD AND STAFF MEMBER TO UNDERSTAND HOW/WHEN IT IS NECESSARY TO DISCLOSE THEIR CONFLICTS. ONCE ALL OF THE BOARD AND STAFF MEMBER DISCLOSURES HAVE BEEN MADE, BOTH THE CHAIR OF THE BOARD AND THE PRESIDENT/CEO SIGN OFF ON EACH DOCUMENT AS A WAY TO INCREASE TRANSPARENCY. DETAILED MINUTES ARE ALWAYS KEPT TO DOCUMENT BOARD/STAFF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY AMOUNTS ARE DISCUSSED AND RESEARCHED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. THE COMMITTEE MAY REFER TO THE SALARY AND BENEFITS REPORT FROM THE COUNCIL ON FOUNDATIONS WHEN DETERMINING THE SALARY AND BENEFITS OF THE OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 18 CURRENT AND PAST FORM 990'S ARE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG OR BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 1023 IS AVAILABLE BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,172. SFAS 136 ADJUSTMENT -202,719. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR CF PROPERTIES ONE (1) LLC 505 WEST THIRD STREET MARION IN 46952 HOLD TITLE TO AND ACCEPT GIFTS OF REAL ESTATE IN N/A COMMUNITY FOUNDATION OF GRANT COUNTY SUPPORTING ORGANIZATION INC 505 WEST 3RD STREET MARION IN 46952 851554023 TO SUPPORT THE COMMUNITY FOUNDATION OF GRANT COUNTY, INDIANA, INC. IN 501(C) LINE 12B, II 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COMMUNITY FOUNDATION OF GRANT COUNTY SUPPORTING ORGANIZATION INC B 213689 CASH