2021-09-07T13:47:29-05:00 2020-12-31 351476702 BRADY WARE & SCHOENFELD INC ONE WOODSIDE DRIVE RICHMOND IN 47374 990 2020-01-01 351835950 RUSH COUNTY COMMUNITY FOUNDATION INC RUSH 7659381177 117 N MAIN ST RUSHVILLE IN 46173 ALISA WINTERS EXECUTIVE DIRECTOR 7659381177 2021-09-02 1 ALISA WINTERS 999009999 TRACY A HAINES P00517541 7659660531 2021-09-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALISA WINTERS 117 N MAIN ST RUSHVILLE IN 46173 6962514 0 X WWW.RUSHCOUNTYFOUNDATION.ORG X 1991 IN THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 12 12 6 26 0 0 538821 1193681 0 0 655301 220943 -2537 28714 1191585 1443338 1270188 551885 0 0 211182 248137 0 0 120899 182539 233258 1663909 1033280 -472324 410058 18927300 26158754 78678 5013418 18848622 21145336 X THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 0 0 744564 551885 COMMUNITY GRANTS FOR LOCAL SCHOOLS AND ORGANIZATIONS AND COLLEGE SCHOLARSHIPS FOR INDIVIDUALS. 110 SCHOLARSHIPS AND 121 GRANTS WERE DISTRIBUTED. 744564 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X ALISA WINTERS 7659381177 117 N MAIN ST RUSHVILLE IN 46173 CINDY POWERS PAST-PRESIDENT 1.00 X 0 0 0 SUELLEN GODDARD BOARD MEMBER 1.00 X 0 0 0 MINDY VOGEL BOARD MEMBER 1.00 X 0 0 0 KAREN BRASHABER SECRETARY 1.00 X X 0 0 0 GREG HARCOURT PRESIDENT 1.00 X X 0 0 0 MARILYN YAGER TREASURER 1.00 X X 0 0 0 BEN WICKER VICE PRESIDENT 1.00 X X 0 0 0 ARIKA MARLATT BOARD MEMBER 1.00 X 0 0 0 PHILLIP KUHN BOARD MEMBER 1.00 X 0 0 0 BOB GULDE BOARD MEMBER 1.00 X 0 0 0 DAVE MALSON BOARD MEMBER 1.00 X 0 0 0 KEITH PERIN BOARD MEMBER 1.00 X 0 0 0 ANGELA BANE ADMINISTRATIVE AND ACCOUNT 38.00 X 45524 0 6500 ALISA WINTERS EXECUTIVE DIRECTOR 38.00 X 77891 0 6864 KRISTINA AMOS PROGRAM COORDINATOR 35.00 X 42056 0 6500 165471 0 19864 0 0 0 0 0 31700 1161981 1193681 537770 537770 5202349 5519176 -316827 -316827 -316827 MISCELLANEOUS INCOME 900099 28714 28714 28714 1443338 0 0 249657 363980 363980 187905 187905 165471 74253 60062 31156 41236 24511 6224 10501 25275 12041 8116 5118 16155 7754 5170 3231 519 78 441 13275 1991 11284 41056 41056 688 275 413 3919 3919 6912 346 6220 346 2047 1535 205 307 2239 2239 18134 7254 10880 4351 1305 3046 SOFTWARE FEES 29470 4420 23576 1474 MARKET FEASIBILITY STUD 19000 19000 DONOR CULTIVATION 18351 18351 HWC ENGINEERING 15535 15535 57762 15860 26435 15467 1033280 744564 167817 120899 90 1082 290266 5364109 12500 52500 506922 188520 321884 318402 18302560 20422661 18927300 26158754 3381 3534 70000 9884 5000000 5297 0 78678 5013418 X 8031283 8830764 10817339 12314572 18848622 21145336 18927300 26158754 X 410058 1688045 198611 X X 0 1 X 1 0 X 2478674 837551 1131118 538821 1193681 6179845 2478674 837551 1131118 538821 1193681 6179845 2472162 3707683 424433 484366 841873 606551 537770 2894993 1191 1394 155 28714 31454 9106292 0.40720 0.47420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 80 134157 98801 16575 206968 175934 6347855 1 1 15655711 808838 1766138 543849 248180 17438658 13452590 435990 2585108 80061 242258 495658 15655711 14364832 765797 -967933 445676 -25973 290403 13452590 12861312 685791 1461920 401930 242261 14364832 10354737 2351987 814777 469866 190323 12861312 0.31620 0.05700 0.62680 0 0 100293 100293 349263 163617 185646 57366 24903 32463 318402 X 3080139 1886656 29194 1915850 1164289 41056 237993 279049 1443338 924465 29194 29194 895271 138009 138009 1033280 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT POLICY FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING, AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK PARAMETERS. IN JUNE 2017, THE FOUNDATION ADOPTED A FORMAL SPENDING POLICY TO CALCULATE THE AMOUNT OF MONEY ANNUALLY DISTRIBUTED FROM THE FOUNDATION'S VARIOUS ENDOWED FUNDS. THE CURRENT SPENDING POLICY IS TO DISTRIBUTE AN AMOUNT DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AND THAT RATE IS MULTIPLIED BY THE PREVIOUS FIVE-YEAR ROLLING AVERAGE OF THE FUND'S FAIR MARKET VALUE. FOR DECEMBER 31, 2020 AND 2019, THE BOARD APPROVED A SPENDING RATE OF 4.2%. THE FOUNDATION'S OBJECTIVE IS TO AVOID INVASION INTO THE HISTORICAL VALUE OR PRINCIPAL OF A FUND TO MEET THE SPENDING POLICY, UNLESS THE TERMS OF A GIFT ALLOWS THE FOUNDATION TO DO SO IN A PRUDENT MANNER. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE FORMALIZED SPENDING POLICY WILL ALLOW ITS ENDOWMENT ASSETS TO GROW CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANGEMENT FEE INCOME 29,194. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 237,993. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEE EXPENSES 29,194. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 96,953. INVESTMENT FEES 41,056. 1 BOYS & GIRLS CLUB OF RUSH COUNTY 1590 N SEXTON RUSHVILLE IN 46173 237170004 501(C)(3) 58368 COMMUNITY GRANT FOR TECHNOLOGY CENTER AND PROGRAMMING; HELP WITH COVID-19 RAPID RELIEF FUND GRANT. GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 12500 TO PROVIDE FUNDING FOR THE RUSH COUNTY MOBILE PANTRY PROGRAM MAIN STREET CHRISTIAN CHURCH 615 N MAIN ST RUSHVILLE IN 46173 356000841 501(C)(3) 8256 TO PROVIDE FUNDING TO SUPPORT THE CHURCH RUSH COUNTY HUMANE SOCIETY 916 E US HWY 52 RUSHVILLE IN 46173 351965311 501(C)(3) 11736 TO PROVIDE FUNDING TO SUPPORT THE ONGOING WORK AND DEVELOPMENT OF THE HUMANE SOCIETY RUSH MEMORIAL HOSPTIAL 1300 N MAIN ST RUSHVILLE IN 46173 203199892 501(C)(3) 58025 TO PROVIDE FUNDING TO SUPPORT THE HOSPITAL RUSHVILLE LODGE 1307 BPOE OF ELKS PO BOX 81 RUSHVILLE IN 46173 350173269 501(C)(8) 7868 TO PROVIDE FUNDING FOR THE SCHOLARSHIP PROGRAM AND OTHER CHARITABLE ACTIVITIES RUSHVILLE PUBLIC LIBRARY 130 W 3RD ST RUSHVILLE IN 46173 356002081 501(C)(3) 22525 TO PROVIDE SUPPORT FOR THE LIBRARY'S CURRENT AND FUTURE NEEDS ST MARY CATHOLIC SCHOOL FOUNDATION 225 E 5TH ST RUSHVILLE IN 46173 351810106 501(C)(3) 10102 TO PROVIDE FUNDING TO SUPPORT THE SCHOOL ST PAUL'S UNITED METHODIST CHURCH 426 N MORGAN RUSHVILLE IN 46173 356000842 501(C)(3) 25641 TO PROVIDE SUPPORT FOR THE CHURCH ARLINGTON EAST HILL CEMETERY ASSOCIATION PO BOX 98 ARLINGTON IN 46104 262627901 501(C)(3) 8068 CONSTRUCTION OF MEMORIAL FOR VETERANS AND FIRST RESPONDERS, PRESERVATION OF HISTORIC MONUMENTS. CHILDREN'S BUREAU 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 9000 COMMUNITY GRANT: PILOT DIAPER BANK PROGRAM MENTORS OF RUSH COUNTY EMPOWERING YOUTH INC PO BOX 214 RUSHVILLE IN 46173 831023472 501(C)(3) 10373 OUTREACH AND SUPPORT FOR RUSH COUNTY CHILDREN. MILROY COMMUNITY FOOD PANTRY PO BOX 392 MILROY IN 46156 263693804 501(C)(3) 5000 SUPPORT FOR COVID-19 RAPID RELIEF POSEY TOWNSHIP VOLUNTEER FIRE DEPARTMENT 7560 W US HIGHWAY 52 ARLINGTON IN 46104 351740421 501(C)(3) 9840 SUPPORT FOR HYDRAULIC RESCUE TOOL AND OTHER CHARITABLE ACTIVITIES. RUSH COUNTY SENIOR CITIZENS SERVICES 504 W 3RD STREET RUSHVILLE IN 46173 351360401 501(C)(3) 6871 TO PROVIDE SUPPORT TO THE RUSH COUNTY SENIOR CITIZENS CENTER. RUSH COUNTY ARC PO BOX 44 RUSHVILLE IN 46173 351343188 501(C)(3) 6588 TO SUPPORT THE MENTALLY AND PHYSICALLY CHALLENGED AND THEIR FAMILIES. RUSH COUNTY COMMUNITY ASSISTANCE INC 109 E 3RD STREET RUSHVILLE IN 46173 263693804 501(C)(3) 8000 TO SUPPORT MILK PROGRAM AND COVID-19 RAPID RELIEF RUSH COUNTY ECDC 210 E US HIGHWAY 52 SUITE C RUSHVILLE IN 46173 351888599 501(C)(4) 5000 TO SUPPORT THE COVID-19 RAPID RELIEF GRANT RUSH COUNTY SCHOOLS 330 W 8TH ST RUSHVILLE IN 46173 351097791 GOVERNMENTAL 5509 TO SUPPORT COVID-19 RAPID RELIEF SHARES INC 521 CONRAD HARCOURT WAY RUSHVILLE IN 46173 351389005 501(C)(3) 6962 TO SUPPORT SHARES, INC. BY DONATING TO GET PREVOCATIONAL TRAINING KITS TOWN OF GLENWOOD PO BOX 205 GLENWOOD IN 46133 351428273 GOVERNMENTAL 9600 TO PROVIDE THE TOWN OF GLENWOOD WITH A TORNADO WARNING SYSTEM. 19 2 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 58 187905 PART I, LINE 2: THE TERMS OF THE GRANT REQUIRE TWO SIGNATURES FROM THE RECIPIENT ORGANIZATION BEFORE FUNDS ARE RELEASED. THE REQUIREMENTS OF THE RECIPIENT ORGANIZATION INCLUDE REPORTING INFORMATION BACK TO THE FOUNDATION INCLUDING WHETHER THE FUNDS WERE USED ACCORDING TO THE GRANT REQUEST, RECEIPTS FOR GRANT EXPENDITURES, REIMBURESMENT OF UNUSED FUNDS, PHOTOGRAPHS OF ANY ITEMS ACQUIRED WITH GRANT FUNDS, AND COMPLETION OF A QUESTIONNAIRE. THE GRANT RECIPIENT MUST STATE IN THE QUESTIONNAIRE WHETHER FUNDS WERE USED IN ACCORDANCE WITH IRS REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND ACCOUNTS COORDINATOR BEFORE FILING. THE COMPLETED INFORMATION WILL BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY, THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR ANALYZE POTENTIAL CONFLICTS OF BOARD MEMBERS, AND ANY ACTUAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL - THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REPORTS TO THE BOARD. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF ALL EMPLOYEES AND REPORTS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIALS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 198,611. ROUNDING FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.