COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC (EIN 23-7365930)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-27
- IRS object ID
- 202243009349300239
- Schema version
- 2021v4.1
- 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 | 2022-10-27T11:03:24-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 237365930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF ST JOSEPH COUNTY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S MICHIGAN ST | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237365930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of St Joseph County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5742320041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S Michigan St | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rose Meissner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5742320041 | PhoneNum |
| Signature | 2022-10-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Rose | PersonFirstNm |
| Person Last | Meissner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Rose Meissner | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S Michigan St | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,912,471 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cfsjc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To improve the quality of life for the citizens of St. Joseph County and their succeeding generations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $21,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,035,445 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,386,901 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,003,185 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,185,997 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $55,038,630 | PYTotalRevenueAmt |
| CY Total Revenue | $29,572,898 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,585,915 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,169,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,167,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,268,650 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $239,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,077,071 | PYOtherExpensesAmt |
| CY Other Expenses | $1,029,854 | CYOtherExpensesAmt |
| PY Total Expenses | $10,830,947 | PYTotalExpensesAmt |
| CY Total Expenses | $12,468,017 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $44,207,683 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,104,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,071,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,009,993 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,770,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,090,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $274,301,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $242,919,351 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve the quality of life for the citizens of St. Joseph County and their succeeding generations. The Community Foundation of St. Joseph County works with local donors to connect people who care with causes that matter. Building endowment to strengthen and support our community long into the future. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,571,603 | ExpenseAmt |
| Grant | $3,384,777 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Our largest program area is Youth and Education. The 21st Century Scholar Success Initiative has been our primary focus. A far-reaching partnership that includes school corporations, higher education, social service providers and workforce development organizations, all working together to support our county's current and future 21st Century Scholars. We're seeing strong gains from this work; with an increase in the number of enrolled Scholars and the number who complete the program requirements. We continue to invest in early childhood education; providing HighScope traning, mentoring, and materials to hundreds of local teachers in our Head Start program and dozens of other early childhood education centers. We continue to train elementary school teachers in the nationally recognized Responsive Classroom program. We sponsor the Dolly Parton's Imagination Library program locally, providing nearly 10,000 children under the age 5 with a free beautiful new book each month. We hold more than 65 scholarship funds that grant out close to $1 million annually. Through the $3.8 million we invested in this area, we hope to build a stronger future for our community by ensuring our youngest members grow into informed, involved citizens. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,486,790 | ExpenseAmt |
| Grant | $3,304,401 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Our second largest program area is Health and Human Services. The COVID-19 crisis continues to affect our area social service agencies; the need for services increased, staff members were often limited by quarantines, health concerns for staff, and other related issues. Our grant funding supports organizations that focus on food security, such as the Food Bank of Northern Indiana, as well as many smaller food pantries based at community nonprofits; organizations that provide temporary housing assistance, such as the Center for the Homeless, Hope Ministries, and St. Margaret's House; organizations that serve specific vulnerable communities, such as REAL Services, LOGAN, and the CASIE Center, and dozens of other organizations that, through their good work, make our community a better place to live. This year, we awarded more than $3.3 million to support our local social service agencies. We know that our community is only as strong as its individual components, and through these efforts, we hope to ensure that every one is safe, healty, and well served. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,677,823 | ExpenseAmt |
| Grant | $2,537,750 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Our third largest program area is Arts & Culture. We believe that the arts have the power to bring people together, fostering appreciation and respect for the diversity and beauty of the human experience. The past two years have been particularly difficult for our arts organizations as most, unable to perform because of COVID restrictions, saw their revenue streams dry up overnight. Now, even though organizations have returned to more "normal" activities, audience numbers have yet to rebound to their pre-pandemic highs. Our grants provided much needed support to many arts and culture organizations, including the South Bend Symphony Orchestra, South Bend Civic Theatre, the History Museum, Southold Dance Theater, the Fischoff National Chamber Music Association, and the South Bend Museum of Art. In total, we awarded more than $2.5 million in support of the arts, showing our commitment to the tremendous creative talent of our communtiy. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $994,612 | ExpenseAmt |
| Grant | $942,585 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Community Development, Parks, Religious | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $994,612 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $942,585 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,730,828 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | false | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rose Meissner | PersonNm |
| Phone | 5742320041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 S Michigan St | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Mr Brad Beutter | |||||||
| Past Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mrs Greta Roemer Lewis | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mrs Maron Fulce | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mr Richard Currey | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Hon Roland Chamblee Jr | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mr Curtis Bethel Jr | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hon Cristal Brisco | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Kyle Chamberlin | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Shannon Cullinan | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Linda Doshi | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Gail English | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Richard Hill | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Matthew Kahn | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr David Kibbe | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Amy Kuhar Mauro | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Lauri Miro | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Mark Neal | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Warren Outlaw | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Kristin Pruitt | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Leonard Sanchez | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr James Sawdon | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Timothy Sexton | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mr Brian Stanley | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Katie Toothaker | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mrs Rose Meissner | |||||||
| President/CEO | 50.00 | Yes (X) | $248,004 | $0 | $39,140 | ||
| Mrs Anita Echevarria | |||||||
| VP Administration | 45.00 | Yes (X) | $115,170 | $0 | $29,819 | ||
| Mrs Angela Workman | |||||||
| VP Program | 45.00 | $114,158 | $0 | $8,736 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $477,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $100,026 | RelatedOrganizationsAmt |
| Government Grants | $25,097 | GovernmentGrantsAmt |
| All Other Contributions | $8,261,778 | AllOtherContributionsAmt |
| Noncash Contributions | $819,754 | NoncashContributionsAmt |
| Total Contributions | $8,386,901 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,774,426 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $21,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,752,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,751,144 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,339,573 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,411,571 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,411,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,411,571 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,572,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,164,497 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786,853 | TotalAmt |
| Program Services | $9,786,853 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,660 | TotalAmt |
| Program Services | $382,660 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,051 | TotalAmt |
| Program Services | $82,847 | ProgramServicesAmt |
| Management And General | $212,847 | ManagementAndGeneralAmt |
| Fundraising | $85,357 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,208 | TotalAmt |
| Program Services | $335,105 | ProgramServicesAmt |
| Management And General | $181,356 | ManagementAndGeneralAmt |
| Fundraising | $85,747 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,472 | TotalAmt |
| Program Services | $38,313 | ProgramServicesAmt |
| Management And General | $37,953 | ManagementAndGeneralAmt |
| Fundraising | $20,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,804 | TotalAmt |
| Program Services | $45,678 | ProgramServicesAmt |
| Management And General | $56,147 | ManagementAndGeneralAmt |
| Fundraising | $21,979 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,115 | TotalAmt |
| Program Services | $28,870 | ProgramServicesAmt |
| Management And General | $26,266 | ManagementAndGeneralAmt |
| Fundraising | $9,979 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,516 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,516 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,298 | TotalAmt |
| Program Services | $2,960 | ProgramServicesAmt |
| Management And General | $2,376 | ManagementAndGeneralAmt |
| Fundraising | $962 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,253 | TotalAmt |
| Program Services | $26,909 | ProgramServicesAmt |
| Management And General | $21,600 | ManagementAndGeneralAmt |
| Fundraising | $8,744 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,883 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,883 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,749 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $87,749 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,150 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $115,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,592 | TotalAmt |
| Program Services | $633 | ProgramServicesAmt |
| Management And General | $5,627 | ManagementAndGeneralAmt |
| Fundraising | $6,332 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,951 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank & Investment Fees | $601,555 | $0 | $601,555 | $0 |
| Dues &Subscriptions | $24,121 | $0 | $24,121 | $0 |
| Life Income Agreements | -$110,520 | $0 | -$110,520 | $0 |
| Moving Expenses | $175,721 | $0 | $175,721 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,585 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,585 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,468,017 | TotalAmt |
| Program Services | $10,730,828 | ProgramServicesAmt |
| Management And General | $1,497,883 | ManagementAndGeneralAmt |
| Fundraising | $239,306 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,295,079 | BOYAmt |
| EOY | $10,305,094 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,015 | BOYAmt |
| EOY | $2,921,074 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556 | BOYAmt |
| EOY | $1,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,320,595 | BOYAmt |
| EOY | $179,767,079 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,339,069 | BOYAmt |
| EOY | $54,015,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,071,314 | BOYAmt |
| EOY | $247,009,993 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,740 | BOYAmt |
| EOY | $2,045 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,760,515 | BOYAmt |
| EOY | $3,077,180 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,810 | BOYAmt |
| EOY | $1,011,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,770,065 | BOYAmt |
| EOY | $4,090,642 | 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 | $271,186,234 | BOYAmt |
| EOY | $239,998,277 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,015 | BOYAmt |
| EOY | $2,921,074 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,301,249 | BOYAmt |
| EOY | $242,919,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,071,314 | BOYAmt |
| EOY | $247,009,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,104,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$48,486,779 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,889,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,954,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,096,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,171,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,670,980 | CurrentTaxYearAmt |
| Total | $29,783,182 | 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 | $3,889,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,954,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,096,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,171,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,670,980 | CurrentTaxYearAmt |
| Total | $29,783,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,097,725 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,685,457 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,500 | CurrentTaxYearAmt |
| Total | $107,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,890,682 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $71,781,067 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 | 118 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $743,604 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,164,488 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $63,230,799 | 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 | $245,221,791 | BeginningYearBalanceAmt |
| Contributions | $8,508,391 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,673,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,135,552 | GrantsOrScholarshipsAmt |
| Other Expenditures | $103,426 | OtherExpendituresAmt |
| Administrative Expenses | $1,092,496 | AdministrativeExpensesAmt |
| End Year Balance | $219,724,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,889,842 | BeginningYearBalanceAmt |
| Contributions | $31,662,275 | ContributionsAmt |
| Investment Earnings Or Losses | $55,667,149 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,908,229 | GrantsOrScholarshipsAmt |
| Other Expenditures | $106,688 | OtherExpendituresAmt |
| Administrative Expenses | $982,558 | AdministrativeExpensesAmt |
| End Year Balance | $245,221,791 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,289,174 | BeginningYearBalanceAmt |
| Contributions | $2,207,930 | ContributionsAmt |
| Investment Earnings Or Losses | $10,530,571 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,162,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,599 | OtherExpendituresAmt |
| Administrative Expenses | $851,434 | AdministrativeExpensesAmt |
| End Year Balance | $163,889,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,808,340 | BeginningYearBalanceAmt |
| Contributions | $6,407,029 | ContributionsAmt |
| Investment Earnings Or Losses | $7,105,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,085,969 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,122 | OtherExpendituresAmt |
| Administrative Expenses | $822,835 | AdministrativeExpensesAmt |
| End Year Balance | $159,289,174 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,233,566 | BeginningYearBalanceAmt |
| Contributions | $4,539,332 | ContributionsAmt |
| Investment Earnings Or Losses | $11,805,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,862,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $114,748 | OtherExpendituresAmt |
| Administrative Expenses | $792,631 | AdministrativeExpensesAmt |
| End Year Balance | $153,808,340 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Common Trust Funds | $3,640,812 | F |
| Alternative Investments | $50,374,480 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $54,015,292 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Gift Annuities | $1,007,438 |
| Other Liabilities | $3,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,011,417 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Endowment funds are intended to provide support for various charitable puposes serving St. Joseph County through grantmaking. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Rosie Place for Children (O'Hana Heritage Foundation Inc) | |||||||
| 53131 Quince Rd | South Bend | IN | 46628 | 371523448 | 501(c)(3) | $6,000 | Unrestricted |
| Alcohol & Addictions Resource Center Inc | |||||||
| 818 East Jefferson Blvd | South Bend | IN | 46617 | 237071269 | 501(c)(3) | $14,522 | Unrestricted, Restricted |
| Alzheimer's & Dementia Services of Northern Indiana | |||||||
| 1151 S Michigan St | South Bend | IN | 46601 | 351157606 | 501(c)(3) | $17,464 | Unrestricted |
| Ancilla College of Marian University | |||||||
| 20097 9B Road | Plymouth | IN | 46563 | 356071917 | 501(c)(3) | $5,075 | Scholarships |
| Angels in the Attic | |||||||
| 10305 Pleasant Valley | Osceola | IN | 46561 | 811081516 | $10,000 | Unrestricted | |
| Art 4 | |||||||
| 817 Forest Ave | South Bend | IN | 46616 | 821930443 | 501(c)(3) | $10,000 | Restricted |
| Bashor Children's Home | |||||||
| PO Box 843 | Goshen | IN | 46527 | 350933555 | 501(c)(3) | $5,750 | Unrestricted |
| Beacon Health Foundation Inc | |||||||
| 615 North Michigan Street | South Bend | IN | 46601 | 351536129 | 501(c)(3) | $45,810 | Unrestricted, Scholarships |
| Because of Joy | |||||||
| PO Box 352 | Bedford | TX | 76095 | 273399496 | 501(c)(3) | $10,000 | Restricted |
| Benedictine Sisters of Chicago | |||||||
| St Scholastica Monastery | Chicago | IL | 60645 | 362171755 | Church | $6,000 | Unrestricted |
| Bethel University | |||||||
| 1001 W McKinley Ave | Mishawaka | IN | 46545 | 350935587 | 501(c)(3) | $21,081 | Unrestricted, Scholarships |
| Part II - continued | |||||||
| 9 pages total | South Bend | IN | 46601 | 237365930 | 9 pages | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 138 | Total501c3OrgCnt |
| Total Other Org | 33 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 105 | RecipientCnt |
| Cash Grant | $382,660 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | For competitive grant processes, recipients are required to submit a signed grant agreement letter which states that they agree to use the funds as intended and will report accordingly. Typically a year after approval, these recipients answer a 1-2 page questionnaire regarding the use and effectiveness of the program or the project funded and a final project budget. These reports are reviewed by staff to assess compliance with the original terms of the grant. Staff follows-up as needed on these reports. For other types of grant distributions, grant recipients receive letters which stipulate how funds are to be used. If deemed appropriate based on size or specific purpose of the grant, recipents may be required to report on specific use of funds. All recipients are informed that donor-advised grants cannot result in any peronal benefit to donors associated with the granting fund. Due diligence procedures are followed and appropriate information is collected for Foundation files prior to distribution to a new grantee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Mrs Rose Meissner | PersonNm |
| Base Compensation Filing Org | $245,757 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,247 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $248,004 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $819,754 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Mean of high & low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I col(b) | FormAndLineReferenceDesc |
| Explanation | Reported number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 3b | The Community Foundation of St. Joseph County is still waiting on final K-1s. The amount of unrelated business revenue is an estimate. |
| Pt VI, Line 11b | The Audit Committee of the Board of Directors were delegated the responsibility to review Form 990 prior to filing. |
| Pt VI, Line 12c | At the beginning of each term, the Board of Directors and non-board Committee Members review the Conflict of Interest Policy and sign a Conflict of Interest form indicating they have read and agree to comply with the terms of the policy. Board and non-board Committee members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting. |
| Pt VI, Line 15a | The President/CEO's compensation is based on like-size community foundation data provided by the Coucil on Foundations. The President/CEO's evaluation and compensation package is reviewed and discussed annually in an executive session of the the Executive Committee comprised of the Officers; the Past Chair, Board Chair, Vice Chair, Treasurer and Secretary . The last review occurred in 2021. |
| Pt VI, Line 15b | The Vice President Administration's compensation is based on like-size community foundation dataprovided by the Council on Foundations. The President/CEO does the performance evaluation and reviews the compensation annually. |
| Pt VI, Line 19 | Financial statements are available on the Foundation's website. Governing documents and Conflict of Interest Policy are available upon request. |
| Form 990, Part III, Line 4d | Community Development, Parks, Religious 994612. 942585. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Cressy Foundation | ||||||||||
| PO Box 837 | South Bend | IN | 46624 | 351994475 | Grantmaking | IN | 501(c)(3) | 12 Type I | NA | false |
| Jon and Sonja Laidig Foundation | ||||||||||
| PO Box 837 | South Bend | IN | 46624 | 352037144 | Grantmaking | IN | 501(c)(3) | 12 Type I | NA | false |
| 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 | Yes (true) | 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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