2021-05-10T08:31:10-05:00 2020-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2019-07-01 311117791 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC COMM 7656620065 505 WEST 3RD STREET MARION IN 46952 DAWN M BROWN PRESIDENT/CEO 7656620065 2021-03-02 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2021-03-02 2019 2022-09-23 18:48:47Z DAWN M BROWN 505 WEST 3RD STREET MARION IN 46952 12753701 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 50 0 0 4701724 3710977 607 62 1028649 369325 3600 3600 5734580 4083964 1762550 1757375 0 0 335788 349505 0 0 148401 338444 525888 2436782 2632768 3297798 1451196 27339360 28393796 2262914 1615442 25076446 26778354 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 1451659 1150039 2396 EDUCATION AND SCHOLARSHIP: EDUCATION AND ACCESS TO ATTAINING AN EDUCATION HAS ALWAYS BEEN IMPORTANT IN THE GRANT COUNTY COMMUNITY. OUR GOAL WITH SCHOLARSHIP AWARDS IS TO HELP AS MANY STUDENTS AS POSSIBLE ATTEND COLLEGE. EACH YEAR, WE CALCULATE THE AVERAGE COST OF PUBLIC SCHOOL TUITION/FEES/BOOKS AS A BENCHMARK FOR AWARD MAXIMUMS. WE HAVE BEEN DILIGENT IN OUR SCHOLARSHIP AWARD PROCESS TO OFFER AMOUNTS THAT WILL BE IMPACTFUL FOR THE STUDENT AND POTENTIALLY ELIMINATE THE POSSIBILITY OF STUDENT LOAN DEBT. WE RESEARCH WHAT WILL BE THE MOST IMPACTFUL FOR OUR SCHOLARSHIP RECIPIENTS AND GIVE THEM ACCESS TO THAT INFORMATION. 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. 258684 204936 427 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 427 FUNDS IN WHICH DONORS CAN CHOOSE TO MAKE THEIR CHARITABLE DONATIONS. SINCE INCEPTION, WE HAVE GRANTED OVER $22 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 VARIED 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 . 507937 402400 839 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 18 HEALTH AND HUMAN SERVICE ORGANIZATIONS. THESE ORGANIZATIONS ARE COMMITTED TO WORKING CLOSELY WITH INDIVIDUALS IN OUR COUNTY TO HELP IMPROVE OUR WELL-BEING. 2218280 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 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 0 0 0 0 1 21 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 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC 7656620065 505 WEST 3RD STREET MARION IN 46952 KYLE SPEAKMAN SECRETARY 1.00 X X 0 0 0 GEORGETTE MILLER PAST BOARD CHAIR & DISTRIBUTION SUB-COMMITTEE 1.00 X 0 0 0 JEANNIE WALTS MEMBER 1.00 X 0 0 0 CHRIS KENNEDY MEMBER 1.00 X 0 0 0 DENNIS BANKS MEMBER 1.00 X 0 0 0 DRU MCCOY MEMBER 1.00 X 0 0 0 ERIC MARSHALL MEMBER 1.00 X 0 0 0 JACKIE CERTAIN MEMBER 1.00 X 0 0 0 DAN CAREY TREASURER 1.00 X X 0 0 0 JENNIFER LEE MEMBER 1.00 X 0 0 0 KEITH BURKE MEMBER 1.00 X 0 0 0 KYLE PERSINGER MEMBER 1.00 X 0 0 0 MIKE CLINE MEMBER 1.00 X 0 0 0 ANGEL DAILEY MEMBER 1.00 X 0 0 0 JOHN JONES INNOVATION COMMITTEE CHAIR 1.00 X 0 0 0 SINDU CHOWATTUKUNNEL DISTRIBUTION COMMITTEE CHAIR 1.00 X 0 0 0 MARTY HARKER COMPLIANCE COMMITTEE CHAIR 1.00 X 0 0 0 TOM GEARHART MEMBER 1.00 X 0 0 0 VALERIE MCHARRY VICE CHAIR & FIN COMMITTEE CHAIR 1.00 X X 0 0 0 MYLON LOGAN BOARD CHAIR 2.00 X X 0 0 0 DAWN BROWN PRESIDENT/CEO 40.00 X 92076 0 4454 SHERRI RUSH CHIEF FINANCIAL OFFICER 40.00 X 64274 0 10847 156350 0 15301 0 0 0 0 0 3710977 52887 3710977 ADMINISTRATIVE FEE INCOME 999999 62 62 62 840884 840884 3600 0 3600 3600 3600 8198178 8669737 -471559 -471559 -471559 4083964 3662 0 369325 1435421 1435421 321954 321954 181924 67312 65493 49119 123315 45627 44393 33295 19278 7133 6940 5205 24988 9246 8996 6746 250 250 12250 12250 44594 44594 18171 18171 16101 3830 3438 8833 47560 14268 19024 14268 5876 1939 1998 1939 12670 5068 2534 5068 28594 28594 7725 7725 PROGRAM SERVICE EXPENSE 261888 261888 MISCELLANEOUS 30943 30943 REPAIRS & MAINTENANCE 26392 26392 DUES & SUBSCRIPTIONS 7117 7117 5757 5757 2632768 2218280 266087 148401 503386 694093 2942676 2396431 8720 8720 549949 304679 216131 245270 14399999 15854683 9257494 9183645 10954 10954 27339360 28393796 4386 0 44280 51650 776907 0 1332677 1374176 104664 189616 2262914 1615442 X 629911 730399 24446535 26047955 25076446 26778354 27339360 28393796 X 1451196 316685 -65973 X X 0 1 X 1 0 X 1799219 894181 1277596 4701724 3710977 12383697 1799219 894181 1277596 4701724 3710977 12383697 5024786 7358911 643298 612888 597069 1048943 844884 3747082 16130779 607 0.45620 0.48030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 545817 721827 1309874 1 1 0 1 X 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 19646882 294294 -16987 502847 372178 19049164 0.01000 0.99000 0 0 114864 114864 262214 180614 81600 100280 65739 34541 72591 58326 14265 245270 BOND MUTUAL FUNDS 9183645 F 9183645 CHARITABLE GIFT ANNUITIES 118116 OTHER LIABILITIES 71500 189616 X 4681007 316685 324952 641637 4039370 44594 44594 4083964 2979099 390925 390925 2588174 44594 44594 2632768 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 359 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, 2020 AND 2019, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -24,474. ADMIN FEE 470,980. SFAS 136 ADJUSTMENT -121,554. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMIN FEE 470,980. SFAS 136 ADJUSTMENT -80,055. 1 WESTMINSTER PRESCHOOL 1100 JEFFRAS AVE MARION IN 46952 351383470 501C3 5130 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SAWS - SERVANTS AT WORK INC PO BOX 68831 INDIANAPOLIS IN 46268 453825509 501C3 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GAS CITY CONCERTS IN THE PARK INC PO BOX 105 GAS CITY IN 46933 813867676 501C3 6500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION COMMUNITY SCHOOL CORP 750 W 26TH ST MARION IN 46953 356002617 GOVERNMENTAL 6785 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CARDINAL GREENWAY INC 700 E WYSOR ST MUNCIE IN 47305 351885151 501C3 7010 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHILDREN'S BUREAU INC 1575 DR MARTIN LUTHER KING JR STREET INDIANAPOLIS IN 46202 351061264 501C3 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CANCER SERVICES OF GRANT COUNTY 305 S NORTON AVE MARION IN 46952 351058216 501C3 8376 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC PARISH - CHURCH 1031 KEM RD MARION IN 46952 350941133 501C3 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION QUILTERS HALL OF FAME 926 S WASHINGTON ST MARION IN 46952 770309588 501C3 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION AFFORDABLE HOUSING CORPORATION 812 S WASHINGTON ST MARION IN 46953 351966459 501C3 10488 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT-BLACKFORD MENTAL HEALTH 505 WABASH AVE MARION IN 46952 356202739 501C3 11000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY DRUG COURT 501 S ADAMS ST MARION IN 46953 GOVERNMENTAL 12000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION GENERAL HOSPITAL 441 N WABASH AVE MARION IN 46952 350868130 501C3 12610 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARION PHILHARMONIC ASSOCIATION INC PO BOX 272 MARION IN 46952 237126357 501C3 13430 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 501C3 14930 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF GRANT COUNTY INC PO BOX 687 MARION IN 46953 351864599 501C3 15000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST PAUL CATHOLIC PARISH - SCHOOL 1009 KEM RD MARION IN 46952 350941133 501C3 15410 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA MOTORCYCLE PRESERVATION SOCIETY PO BOX 164 GAS CITY IN 46933 473245610 501C3 15618 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOOSIER SHAKES INC 811 BRIARWOOD LANE MARION IN 46952 473271589 501C3 16500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MARION - CHRISTMAS CITY WALKWAY OF LIGHTS 301 S BRANSON ST MARION IN 46952 356001102 GOVERNMENTAL 19955 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAIN STREET MARION 215 S ADAMS ST MARION IN 46952 351808990 501C3 21130 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAMILY SERVICE SOCIETY - HANDS OF HOPE 101 S WASHINGTON ST MARION IN 46952 350868083 501C3 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FAIRMOUNT VOLUNTEER FIRE CO INC 214 W WASHINGTON ST FAIRMOUNT IN 46928 GOVERNMENTAL 27000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION UNITED WAY OF GRANT COUNTY 215 S ADAMS ST MARION IN 46953 350995975 501C3 27300 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MISSISSINEWA COMMUNITY SCHOOLS 424 E S A ST GAS CITY IN 46933 356002529 GOVERNMENTAL 30000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY FOUNDATION OF GREATER FORT WAYNE 555 E WAYNE ST FORT WAYNE IN 46802 351119450 501C3 35867 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MARION - MARION PARKS & RECREATION DEPARTMENT 301 S BRANSON ST MARION IN 46952 356001102 GOVERNMENTAL 39144 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PROJECT LEADERSHIP 118 W 25TH ST MARION IN 46953 453577728 501C3 40070 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CAREY SERVICES 2724 S CAREY ST MARION IN 46953 350965642 501C3 112625 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION REAL COMMUNITY COVENANT CHURCH 1240 S ADAMS ST MARION IN 46953 CHURCH 125000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOPE HOUSE MINISTRY INC 108 E 14TH ST MARION IN 46953 842358737 501C3 135316 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRANT COUNTY RESCUE MISSION PO BOX 63 MARION IN 46952 351659778 501C3 146007 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 34 0 SCHOLARSHIPS 178 321954 PART I, LINE 2: THE COMMUNITY FOUNDATION HAS FOLLOW UP PROCEDURES ON ALL GRANTS PAID OUT. X 1 52887 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 COMMITTES 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: SFAS 136 ADJUSMENT -41,499. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -24,474. 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