FRANKLIN COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FRANKLIN COUNTY COMMUNITY FOUNDATION INC (EIN 35-2034336)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-02-11
IRS object ID
202100429349301365
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-11T15:24:47-06:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351476702PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRADY WARE & SCHOENFELD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE WOODSIDE DRIVEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationINStateAbbreviationCd
ZIP47374ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352034336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANKLIN COUNTY COMMUNITY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRANBusinessNameControlTxt
Phone7656476810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 MAIN STREETAddressLine1Txt
CityBROOKVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE LUNSFORDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7656476810PhoneNum
Signature2021-01-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY A HAINESPreparerPersonNm
PTINP00517541PTIN
Phone7659660531PhoneNum
Preparation2021-01-21PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHELLE LUNSFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 MAIN STREETAddressLine1Txt
CityBROOKVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,107,910GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRANKLINCOUNTYINDIANA.INFOWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,630,075PYContributionsGrantsAmt
CY Contributions Grants$1,392,060CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$78,787PYInvestmentIncomeAmt
CY Investment Income$42,313CYInvestmentIncomeAmt
PY Other Revenue$7,370PYOtherRevenueAmt
CY Other Revenue$6,488CYOtherRevenueAmt
PY Total Revenue$1,716,232PYTotalRevenueAmt
CY Total Revenue$1,440,861CYTotalRevenueAmt
PY Grants And Similar Paid$206,952PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$425,160CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$82,886PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$80,755CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,665CYTotalFundraisingExpenseAmt
PY Other Expenses$164,303PYOtherExpensesAmt
CY Other Expenses$444,928CYOtherExpensesAmt
PY Total Expenses$454,141PYTotalExpensesAmt
CY Total Expenses$950,843CYTotalExpensesAmt
PY Revenues Less Expenses$1,262,091PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$490,018CYRevenuesLessExpensesAmt
Total Assets BOY$6,385,195TotalAssetsBOYAmt
Total Assets EOY$6,891,230TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,017TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,385,195NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,875,213NetAssetsOrFundBalancesEOYAmt
MissionTO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$846,330ExpenseAmt
Grant$425,160GrantAmt
DescCOMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR FRANKLIN COUNTY STUDENTS. 60 SCHOLARSHIPS TO STUDENTS AND 68 GRANTS TO SCHOOLS, GOVERNMENTAL UNITS AND TAX-EXEMPT ORGANIZATIONS WERE DISTRIBUTED.Desc
Total Program Service Expenses$846,330TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE LUNSFORDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7656476810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 MAIN STREETAddressLine1Txt
CityBROOKVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47012ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DR MIKE FAIN
BOARD MEMBER1.00Yes (X)$0$0$0
MARK OGLESBY
BOARD MEMBER1.00Yes (X)$0$0$0
PATTI WILHELM
BOARD MEMBER1.00Yes (X)$0$0$0
JAKE LINKEL
TREASURER1.00Yes (X)$0$0$0Yes (X)
LINDA ROSENBERGER
BOARD MEMBER1.00Yes (X)$0$0$0
RHONDA HOFER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
LAURA FRONDORF
BOARD MEMBER1.00Yes (X)$0$0$0
CHAD MEARS
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
CARRIE GILLMAN
BOARD MEMBER1.00Yes (X)$0$0$0
ANDY SHULTZ
VICE PRESIDENT1.00Yes (X)$0$0$0
RHONDA KERR
BOARD MEMBER1.00Yes (X)$0$0$0
JOHN SEALE
BOARD MEMBER1.00Yes (X)$0$0$0
MOLLY BRIER
BOARD MEMBER1.00Yes (X)$0$0$0
JANNET BAKER
BOARD MEMBER1.00Yes (X)$0$0$0
MICHELLE LUNSFORD
EXECUTIVE DIRECTOR40.00$49,229$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$49,229TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$50,751GovernmentGrantsAmt
All Other Contributions$1,341,309AllOtherContributionsAmt
Total Contributions$1,392,060TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$173,270TotalRevenueColumnAmt
Exclusion$173,270ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,600RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,600RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,600TotalRevenueColumnAmt
Exclusion$4,600ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,536,092SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,667,049SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$130,957SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$130,957TotalRevenueColumnAmt
Exclusion-$130,957ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,888TotalRevenueColumnAmt
Related Or Exempt Func Income$1,888RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,888OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,440,861TotalRevenueColumnAmt
Related Or Exempt Func Income$1,888RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$46,913ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$345,113TotalAmt
Program Services$345,113ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,047TotalAmt
Program Services$80,047ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$50,642TotalAmt
Program Services$22,789ProgramServicesAmt
Management And General$10,128ManagementAndGeneralAmt
Fundraising$17,725FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$24,332TotalAmt
Program Services$12,330ProgramServicesAmt
Management And General$12,002ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,781TotalAmt
Program Services$2,708ProgramServicesAmt
Management And General$1,706ManagementAndGeneralAmt
Fundraising$1,367FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,550TotalAmt
Management And General$12,550ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$51,796TotalAmt
Program Services$51,796ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,759TotalAmt
Program Services$8,543ProgramServicesAmt
Management And General$1,245ManagementAndGeneralAmt
Fundraising$4,971FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,204TotalAmt
Program Services$3,602ProgramServicesAmt
Management And General$1,441ManagementAndGeneralAmt
Fundraising$2,161FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,346TotalAmt
Program Services$3,808ProgramServicesAmt
Management And General$1,269ManagementAndGeneralAmt
Fundraising$1,269FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,724TotalAmt
Program Services$1,634ProgramServicesAmt
Management And General$545ManagementAndGeneralAmt
Fundraising$545FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,166TotalAmt
Program Services$8,500ProgramServicesAmt
Management And General$2,833ManagementAndGeneralAmt
Fundraising$2,833FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,958TotalAmt
Program Services$8,374ProgramServicesAmt
Management And General$2,792ManagementAndGeneralAmt
Fundraising$2,792FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,206TotalAmt
Program Services$1,171ProgramServicesAmt
Management And General$1,645ManagementAndGeneralAmt
Fundraising$390FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COMMUNITY PROJECT EXPEN$245,674$225,777$19,897
PASS THRU EXPENSES - ST$50,751$50,751
CONTINUING EDUCATION$15,050$15,050
REPAIRS$3,061$1,837$612$612

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,683TotalAmt
Program Services$2,500ProgramServicesAmt
Management And General$1,183ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$950,843TotalAmt
Program Services$846,330ProgramServicesAmt
Management And General$69,848ManagementAndGeneralAmt
Fundraising$34,665FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,175BOYAmt
EOY$34,273EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,329,061BOYAmt
EOY$975,024EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$358,542LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$166,098LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$203,947BOYAmt
EOY$192,444EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,835,012BOYAmt
EOY$5,689,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,385,195BOYAmt
EOY$6,891,230EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$16,017EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$16,017EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,676,941BOYAmt
EOY$2,686,601EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,708,254BOYAmt
EOY$4,188,612EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,385,195BOYAmt
EOY$6,875,213EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,385,195BOYAmt
EOY$6,891,230EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$490,018ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$905,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$302,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$376,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,630,075CurrentTaxYearMinus1YearAmt
Current Tax Year$1,392,060CurrentTaxYearAmt
Total$4,606,905TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$905,114CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$302,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$376,707CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,630,075CurrentTaxYearMinus1YearAmt
Current Tax Year$1,392,060CurrentTaxYearAmt
Total$4,606,905TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,589,709SubstantialContributorsTotAmt
Public Support Total170$3,017,196PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$134,344CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,570CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,450CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,259CurrentTaxYearMinus1YearAmt
Current Tax Year$177,870CurrentTaxYearAmt
Total$790,493TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,470CurrentTaxYearMinus1YearAmt
Current Tax Year$1,888CurrentTaxYearAmt
Total$4,858TotalAmt
FieldValueIRS element (for citing)
Total Support$5,402,256TotalSupportAmt
Public Support CY1700.55850PublicSupportCY170Pct
Public Support PY1700.63130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held34FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$130,703DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$42,895FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$77,815DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$23,180FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$158,274DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$701,525FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,805,181BeginningYearBalanceAmt
Contributions$714,306ContributionsAmt
Investment Earnings Or Losses-$18,477InvestmentEarningsOrLossesAmt
Grants Or Scholarships$149,806GrantsOrScholarshipsAmt
Administrative Expenses$87,618AdministrativeExpensesAmt
End Year Balance$5,263,586EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,049,990BeginningYearBalanceAmt
Contributions$949,607ContributionsAmt
Investment Earnings Or Losses$4,545InvestmentEarningsOrLossesAmt
Grants Or Scholarships$126,670GrantsOrScholarshipsAmt
Administrative Expenses$72,291AdministrativeExpensesAmt
End Year Balance$4,805,181EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,777,256BeginningYearBalanceAmt
Contributions$237,225ContributionsAmt
Investment Earnings Or Losses$220,183InvestmentEarningsOrLossesAmt
Grants Or Scholarships$117,210GrantsOrScholarshipsAmt
Administrative Expenses$67,464AdministrativeExpensesAmt
End Year Balance$4,049,990EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,677,827BeginningYearBalanceAmt
Contributions$132,971ContributionsAmt
Investment Earnings Or Losses$134,304InvestmentEarningsOrLossesAmt
Grants Or Scholarships$104,770GrantsOrScholarshipsAmt
Administrative Expenses$63,076AdministrativeExpensesAmt
End Year Balance$3,777,256EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,391,341BeginningYearBalanceAmt
Contributions$301,321ContributionsAmt
Investment Earnings Or Losses$129,894InvestmentEarningsOrLossesAmt
Grants Or Scholarships$87,170GrantsOrScholarshipsAmt
Administrative Expenses$57,559AdministrativeExpensesAmt
End Year Balance$3,677,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.34000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.35000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,000OtherCostOrOtherBasisAmt
Book Value$10,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$304,770OtherCostOrOtherBasisAmt
Depreciation$137,225DepreciationAmt
Book Value$167,545BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,772OtherCostOrOtherBasisAmt
Depreciation$28,873DepreciationAmt
Book Value$14,899BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$192,444TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,388,252TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,388,252RevenueSubtotalAmt
Other Revenues Not Included$52,609OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$52,609RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,440,861TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$895,007TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$895,007ExpensesSubtotalAmt
Other Expenses Not Included$55,836OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$55,836ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$950,843TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES 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 FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. THE CURRENT LONG-TERM RETURN OBJECTIVE IS TO RETURN AN ANNUAL AVERAGE OF 3% TO 5%, NET OF INVESTMENT FEES, PLUS THE RATE OF INFLATION. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT.
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 AUGUST 31, 2020.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEE 51,796. FAS 136 FUND ACTIVITY 813.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEE 51,796. FAS 136 FUND ACTIVITY 4,040.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CROSSWAY COMMUNITY CHURCH
9091 NEW HAVEN RDHARRISONOH45030311637183501(C)(3)$7,000GENERAL SUPPORT
FRANKLIN CO CHAMBER OF COMMERCE
PO BOX 211BROOKVILLEIN47012351092747501(C)(3)$123,100COVID EMERGENCY SMALL BUSINESS GRANT
FRANKLIN COUNTY ARTS COUNCIL
740 MAIN STBROOKVILLEIN47012351785493501(C)(3)$8,867LILLY GIFT VII MATCHING; DISCRETIONARY GRANT; 2020 GRANT AWARD
FRANKLIN COUNTY COMMUNITY SCHOOL CORPORATION
220 EAST 10TH STREETBROOKVILLEIN47012351092747501(C)(3)$6,700SCHOOL PROGRAMS
FRANKLIN COUNTY JUNIOR SOCCER LEAGUE
9095 LEW WALLACE DRBROOKVILLEIN47012464973937501(C)(3)$6,900GRANT FOR NEW EQUIPMENT
FRANKLIN COUNTY PUBLIC LIBRARY DISTRICT
919 MAIN STBROOKVILLEIN47012356000289501(C)(3)$7,848GRANT AWARD
MAIN STREET BROOKVILLE INC
PO BOX 61BROOKVILLEIN47012383720045501(C)(3)$14,150FLOWER POTS; THIRD PLACE; GENERAL SUPPORT
RIVER VALLEY RESOURCES
100 EAST 2ND ST STE EMADISONIN47250351820770501(C)(3)$33,750RURAL WORKS
TOWN OF BROOKVILLE
1020 FRANKLIN AVEBROOKVILLEIN47012356000963MUNICIPALITY$23,065THIRD PLACE; CANOE FESTIVAL
WHITEWATER CANAL TRAIL
PO BOX 126BROOKVILLEIN47012352249462501(C)(3)$41,040GENERAL SUPPORT; THIRD PLACE
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient60RecipientCnt
Cash Grant$80,047CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFOR SCHOLARSHIP'S AWARDED, THE STUDENTS ARE REQUIRED SIGN AND RETURN A STUDENT AGREEMENT FORM TO THE FOUNDATION, WHICH SPECIFIES THE FUND THAT THE SCHOLARSHIP IS TO BE AWARDED FROM AND THE AWARD AMOUNT. THE STUDENT HAS TO ACCEPT OR DECLINE THE AWARD ON THIS FORM. THEY ALSO GIVE THE FOUNDATION AUTHORIZATION TO RELEASE INFORMATION ABOUT THE SCHOLARSHIP TO THEIR SCHOOL AND THE MEDIA. THE STUDENT ALSO PROVIDES THE NAME OF THE COLLEGE OR UNIVERSITY THAT THEY ARE ATTENDING AND THEIR STUDY PLAN AND/OR MAJOR. THE STUDENT IS ALSO REQUIRED TO PRESENT PROOF OF ENROLLMENT FOR THE UPCOMING SEMESTER. AFTER PROOF IS RECEIVED, THE CHECK IS MAILED TO THE SCHOOL. FOR GRANT AWARDS, THE GRANTEES ARE REQUIRED TO FILL OUT AND SEND A TERMS OF GRANT AGREEMENT FORM TO THE FOUNDATION. THIS FORM STATES THE GRANT AMOUNT AND THE PURPOSE OF THE GRANT. THE GRANTEE IS REQUIRED TO VERIFY PROJECT BEGIN DATE AND DATE THE GRANT FUNDS ARE NEEDED. TWO INDIVIDUALS ARE REQUIRED TO SIGN THE FORM. A CHECK AND THE GRANTEE FINAL REPORT FORM IS MAILED TO THE RECIPIENT BASED ON THE DATE THE FUNDS ARE NEEDED. AFTER THE PROJECT IS COMPLETE, THE GRANTEE FINAL REPORT FORM IS COMPLETED AND RETURNED TO THE FOUNDATION. THIS FORM REQUESTS ITEMIZED EXPENDITURES (INCLUDING RECEIPTS) REGARDING THE PROJECT. IT ALSO REQUESTS A BRIEF NARRATIVE AND PHOTOS OF THE COMPLETED PROJECT. THE GRANTEE IS QUESTIONED AS TO WHETHER THE ORIGINAL PROPOSAL GUIDELINES WERE FOLLOWED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS OF THE CORPORATION SHALL BE THE PERSONS WHO FROM TIME TO TIME ARE THE DIRECTORS OF THE CORPORATION. A PERSON SHALL SERVE AS A MEMBER FOR THE SAME PERIOD AS HIS OR HER SERVICE AS A DIRECTOR. A PERSON WHO BECOMES A DIRECTOR SHALL AUTOMATICALLY BE A MEMBER, AND SUCH A PERSON WHO CEASES TO BE A DIRECTOR SHALL AUTOMATICALLY CEASE TO BE A MEMBER. EACH MEMBER OF THE CORPORATION SHALL BE ENTITLED TO ONE VOTE ON EACH ISSUE TO COME BEFORE A MEETING OF THE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 8BNO COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS AND APPROVES THE 990 PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS ARE ASKED TO FILL OUT AND SIGN AN ANNUAL STATEMENT OF CONFLICT OF INTEREST AND OTHER DISCLOSURES. DIRECTORS RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON MATTERS WHERE THERE IS A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15AEXECUTIVE DIRECTOR PERFORMANCE EVALUATION POLICY - IN ADDITION TO ONGOING MONITORING, THE EXECUTIVE COMMITTEE OF THE FRANKLIN COUNTY COMMUNITY FOUNDATION, INC. WILL PROVIDE A SPECIFIC OPPORTUNITY FOR THE EXECUTIVE DIRECTOR TO PRESENT A SELF-EVALUATION AND FOR THE EXECUTIVE COMMITTEE TO ORGANIZE THEIR EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND HAVE IT PRESENTED IN A FACE-TO-FACE DEBRIEFING WITH THE EXECUTIVE DIRECTOR. AT THIS TIME, THE EXECUTIVE COMMITTEE WILL PRESENT A RECOMMENDATION TO THE BOARD AND THEY WILL DETERMINE ANY SPECIFIC, PERSONAL PERFORMANCE GOALS FOR THE YEAR AHEAD. THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE WILL ALSO BE REVIEWED DURING THIS PROCESS AND APPROVED BY THE BOARD USING APPROPRIATE SALARY COMPARISON DATA.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. OTHER DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 1THE ORGANIZATION USES THE MODIFIED CASH METHOD OF ACCOUNTING.
FORM 990, PART XII, LINE 2CTHERE HAS BEEN NO CHANGE IN THE METHOD OF SELECTING THE INDEPENDENT AUDITOR OR IN THE OVERSIGHT OF THE AUDITOR.

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