2021-10-29T14:37:10-05:00 2020-12-31 351476702 BRADY WARE & SCHOENFELD INC ONE WOODSIDE DRIVE RICHMOND IN 47374 990 2020-01-01 351406033 WAYNE COUNTY INDIANA FOUNDATION INC WAYN 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 REBECCA GILLIAM EXECUTIVE DIRECTOR 7659621638 2021-10-29 1 REBECCA GILLIAM 999009999 TRACY A HAINES P00517541 7659660531 2021-10-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z REBECCA GILLIAM 33 SOUTH 7TH STREET RICHMOND IN 47374 9455767 0 X WWW.WAYNECOUNTYFOUNDATION.ORG X 1978 IN THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS. 14 14 9 44 44079 30061 7347626 4253664 508731 564938 1539979 1546283 125459 107051 9521795 6471936 2254427 2212467 0 0 497057 423881 0 0 134693 1007133 1173274 3758617 3809622 5763178 2662314 50511383 59378205 570651 544271 49940732 58833934 TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. 0 0 1730441 1730441 281209 GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 340 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. 482026 482026 316857 SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 140 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. 639575 COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES. 2852042 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN CA X X X REBECCA S GILLIAM 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 AMY NOE-DUDAS FORMER CHAIR 1.00 X X 0 0 0 PAMELA ZELAYA-CHEVAZ MEMBER 1.00 X 0 0 0 SUSAN ISAACS MEMBER 1.00 X 0 0 0 EILEEN BAKER WALL MEMBER 1.00 X 0 0 0 BRAD BOWMAN VICE CHAIR 1.00 X X 0 0 0 CHAD BOLSER MEMBER 1.00 X 0 0 0 GARRY KLEER MEMBER 1.00 X 0 0 0 VALERIE SHAFFER MEMBER 1.00 X 0 0 0 CHRIS KNIGHT TREASURER 1.00 X X 0 0 0 DAVID RODGERS SECRETARY 1.00 X X 0 0 0 RAY ONTKO MEMBER 1.00 X 0 0 0 JOHN WRIGHT MEMBER 1.00 X 0 0 0 KEVIN HANDLEY MEMBER 1.00 X 0 0 0 BRENDA MCLANE MEMBER 1.00 X 0 0 0 ERIC MARSH CHAIR 1.00 X X 0 0 0 KATHY GIRTEN MEMBER 1.00 X 0 0 0 AVIS STEWART MEMBER 1.00 X 0 0 0 AMY WALTZ FINANCE OFFICER 40.00 X 71700 0 15848 REBECCA GILLIAM EXECUTIVE DIRECTOR 40.00 X 95075 0 13398 166775 0 29246 0 0 0 0 0 78500 4175164 4253664 ADMINISTRATIVE FEES 900099 564938 564938 564938 1181617 1181617 29844 0 29844 29844 29844 3348497 2983831 364666 364666 364666 INCOME FROM PARTNERSHIP INVESTMEN 900099 44079 44079 MISCELLANEOUS 900099 31828 31828 NETWORKING EVENTS 900099 1300 1300 77207 6471936 598066 44079 1576127 1730441 1730441 482026 482026 196021 43389 120090 32542 174192 69612 59335 45245 4812 1728 1996 1088 22403 11331 5597 5475 26453 6912 12432 7109 26010 26010 14102 4452 6599 3051 724 10 714 161 161 20199 6377 9452 4370 3434 1084 1607 743 UBI TAX 9605 9605 FOUNDATION MANAGEMENT F 544958 544958 OTHER EXPENSES 326702 323343 3359 TRUSTEE FEES 148258 148258 79121 13474 30577 35070 3809622 2852042 822887 134693 1 1633695 1806397 3261477 5285113 40 53 8048 15094 756310 513807 259348 242503 41556682 48432885 3792092 3596160 50511383 59378205 2977 13002 221581 181761 346093 349508 570651 544271 X 45391055 51832379 4549677 7001555 49940732 58833934 50511383 59378205 X 2662314 5830092 400796 X X 0 1 X 1 0 X 990223 1365326 2638916 7347626 4253664 16595755 990223 1365326 2638916 7347626 4253664 16595755 7767188 8828567 1156279 1183119 1645832 1259413 1211461 6456104 735 56846 41980 25765 44079 169405 495886 523017 511224 508731 564938 2603796 25825060 0.34190 0.37030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 291 543194 961136 380606 1324626 4921047 33326689 1 1 45535888 2683612 7239279 1231803 59067 526212 53641697 33605688 6071071 6876171 925238 -382222 474026 45535888 36559167 427021 -1701340 1212673 -12775 479262 33605688 33514426 604634 4366496 1120783 172487 633119 36559167 32167061 419697 2836443 1257039 43570 608166 33514426 0.88580 0.00570 0.10850 0 0 20000 20000 617156 398516 218640 119154 115291 3863 242503 ALTERNATIVE INVESTMENTS 3596160 F 3596160 LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS 349508 349508 X 12023181 5830092 -52974 5777118 6246063 225873 225873 6471936 3530470 0 3530470 279152 279152 3809622 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. 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 FOR ITS TOTAL RETURN POOL AND INCOME POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. 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: CHANGE IN SPLIT INTEREST AGREEMENTS -52,974. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 77,615. TRUSTEE FEES 148,258. ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 130,894. ROUNDING TRUSTEE FEES 148,258. 1 ACHIEVA RESOURCES CORPORATION INC PO BOX 1252 RICHMOND IN 47375 351005528 501C3 12156 2020 SPRING CYCLE AND ANNUAL DISTRIBUTION OF FUNDS AMIGOS THE RICHMOND LATINO CENTER 855 NORTH 12TH STREET RICHMOND IN 47374 800636080 501C3 16075 2020 CHALLENGE MATCH AND COVID-19 RAPID RESPONSE GRANTS ANIMAL CARE ALLIANCE 1353 ABINGTON PIKE RICHMOND IN 47374 452701554 501C3 6000 2020 SPRING GRANT CYCLE BIRTH-TO-FIVE INC PO BOX 1815 RICHMOND IN 47375 351843800 501C3 17160 2020 SPRING GRANT CYCLE, 2020 CHALLENGE MATCH, AND EARLY CHILDHOOD LITERACY ENDOWMENT BOYS AND GIRLS CLUBS OF WAYNE COUNTY 1717 SOUTH L STREET RICHMOND IN 47374 351065715 501C3 41825 2020 CHALLENGE MATCH, 2020 DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND BRIGHTER PATH INC 2778 NORTH TREATY LINE ROAD CAMBRIDGE CITY IN 47327 821137277 501C3 13249 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND WOMEN'S FUND FOR SCHOLARSHIP SUPPORT CENTRAL UNITED METHODIST CHURCH 1425 EAST MAIN STREET RICHMOND IN 47374 350873337 CHURCH 6000 DISTRIBUTION FROM DONOR ADVISED FUND CHILDREN'S JUSTICE AND ADVOCACY CENTER INC PO BOX 2195 RICHMOND IN 47375 161637581 501C3 15951 2020 DISTRIBUTION, 2020 SPRING GRANT CYCLE, AND 2020 CHALLENGE MATCH CHRISTIAN CHARITIES OF RICHMONDWAYNE COUNTY INC 3121 SOUTHEAST PARKWAY RICHMOND IN 47374 200850936 501C3 6868 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, DISTRIBUTION FROM DONOR ADVISED FUND CIRCLE U HELP CENTER INC PO BOX 491 RICHMOND IN 47375 351611125 501C3 22433 2020 CHALLENGE MATCH, 2020 GRANT CYCLE, AND 2020 DISTRIBUTION COMMUNITIES IN SCHOOLS OF WAYNE COUNTY 33 SOUTH 7TH STREET RICHMOND IN 47374 352132872 501C3 40706 2020 SPRING GRANT CYCLE, 2020 CHALLENGE MATCH, AND OTHER DISTRIBUTIONS COMMUNITY FOOD PANTRY PO BOX 1345 RICHMOND IN 47375 351805444 501C3 5800 DISTRIBUTION FROM DONOR ADVISED FUND, 2020 DISTRIBUTION, PASS-THRU GIFT COPE ENVIRONMENTAL CENTER 1730 AIRPORT ROAD CENTERVILLE IN 47330 351856406 501C3 38428 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS DUDAS INSPIRATION VENUE FOR THE ARTS 710 E MAIN ST SUITE 200 RICHMOND IN 47374 822097521 501C3 7500 2020 SPRING GRANT CYCLE AND DISTRIBUTION TO WOMEN'S SUFFRAGE IN AMERICA PRODUCTION EARLHAM COLLEGE 801 NATIONAL ROAD WEST DRAWER 193 RICHMOND IN 47374 350868073 SCHOOL 38094 2020 DISTRIBUTION, PASS THRU DONATION, AND DONOR ADVISED DONATION EVERY CHILD CAN READ 33 SOUTH SEVENTH STREET RICHMOND IN 47374 264389859 501C3 36034 2020 SPRING GRANT CYCLE, 2020 CHALLENGE MATCH, AND OTHER DISTRIBUTIONS FIRST ENGLISH LUTHERAN CHURCH 2727 NATIONAL ROAD EAST RICHMOND IN 47374 356000831 CHURCH 7083 2020 DISTRIBUTION AND DONOR ADVISED FUND FOR FIRST FRUITS FUND FORT BRAGG AREA COMMUNITY FOUNDATION PO BOX 74620 FORT BRAGG NC 28307 561750625 501C3 7500 DISTRIBUTION FROM DONOR ADVISED FUND FRIENDS OF MORRISSON REEVES 80 NORTH 6TH STREET RICHMOND IN 47374 351872963 501C3 8524 2020 CHALLENGE MATCH AND DISTRIBUTIONS OF DONOR ADVISED FUNDS GATEWAY HUNGER RELIEF CENTER 711 SHERIDAN STREET RICHMOND IN 47374 311119115 501C3 16845 2020 SPRING GRANT CYCLE, 2020 CHALLENGE MATCH, WOMEN'S FUND DISTRIBUTION GENESIS OF RICHMOND INC PO BOX 2430 RICHMOND IN 47375 350868959 501C3 22422 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS GIRLS INC OF WAYNE COUNTY PO BOX 43 RICHMOND IN 47375 237188644 501C3 77260 CAPITAL CAMPAIGN GRANT, 2020 CHALLENGE MATCH, OTHER DISTRIBUTIONS GLEANERS FOOD BANK OF INDIANA 3737 WALDERMERE AVENUE INDIANAPOLIS IN 46241 351483868 501C3 10000 2020 SPRING GRANT CYCLE GOLAY COMMUNITY CENTER INC 1007 E MAIN STREET CAMBRIDGE CITY IN 47327 351518699 501C3 10802 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE HAND-IN-HAND ADULT DAY CARE OF RICHMOND 2727 EAST MAIN STREET RICHMOND IN 47374 351762648 501C3 27070 2020 SPRING GRANT CYCLE, 2020 CHALLENGE MATCH, AND OTHER DISTRIBUTIONS HAYES ARBORETUM 801 ELKS ROAD RICHMOND IN 47374 351061111 501C3 19129 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS HELP THE ANIMALS PO BOX 117 RICHMOND IN 47375 351772951 501C3 56745 GRANTS FROM DAVID SHERICK HELP THE ANIMALS ENDOWMENT FUND AND OTHER DISTRIBUTIONS HOPE HOUSE 275 GROVE RD RICHMOND IN 47374 352130321 501C3 9498 2020 CHALLENGE MATCH, 2020 DISTRIBUTION, AND DONOR ADVISED FUND HUBBARD FUND 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 501C3 98763 2020 SPRING CYCLE GRANT INDEPENDENT LIVING CENTER OF EASTERN INDIANA 129 SOUTH NINTH STREET RICHMOND IN 47374 352054653 501C3 15374 2020 CHALLENGE MATCH AND 2020 SPRING GRANT CYCLE INDIANA STATE MUSEUM AND HISTORIC SITES 650 W WASHINGTON ST INDIANAPOLIS IN 46204 356202818 501C3 17468 DISTRIBUTION OF MACY MUSEUM FUNDS IVY TECH FOUNDATION 2357 CHESTER BOULEVARD RICHMOND IN 47374 237073977 SCHOOL 37400 DISTRIBUTION FROM DONOR ADVISED FUND JUNIOR ACHIEVEMENT OF EASTERN INDIANA PO BOX 1204 RICHMOND IN 47375 320014307 501C3 9016 2020 SPRING GRANT CYCLE AND 2020 CHALLENGE MATCH MODEL T FORD CLUB OF AMERICA PO BOX 996 RICHMOND IN 47375 952467053 501C3 6105 2020 CHALLENGE MATCH AND DONOR ADVISED FUND DISTRIBUTION MORRISSON-REEVES LIBRARY 80 NORTH 6TH STREET RICHMOND IN 47374 356001895 LIBRARY 18712 2020 DISTRIBUTION AND DISTRIBUTION FROM DONOR ADVISED FUND NEIGHBORHOOD HEALTH CENTER 1010 S 10TH ST RICHMOND IN 47374 821816047 501C3 8000 2020 SPRING GRANT CYCLE AND DISTRIBUTION TO WOMEN'S FUND FOR FEMALE HEALTH NEEDS NEW COVENANT UNITED METHODIST CHURCH AT LAKE DEATON 3470 WOODRIDGE DRIVE THE VILLAGES FL 32162 593618198 CHURCH 6000 DISTRIBUTION FROM DONOR ADVISED FUND NEW GARDEN TOWNSHIP TRUSTEE PO BOX 231 FOUNTAIN CITY IN 47341 356003587 GOVERNMENT 10000 DISTRIBUTION FROM WAYNE COUNTY CARES FUND NORTHEASTERN WAYNE SCHOOLS 314 WEST MAIN STREET FOUNTAIN CITY IN 47341 351073323 SCHOOL 30338 2020 DISTRIBUTIONS AND REIMBURSEMENTS OAK PARK CHURCH 1920 CHESTER BOULEVARD RICHMOND IN 47374 352007732 CHURCH 11196 MONTHLY REIMBURSEMNTS OPEN ARMS MINISTRIES PO BOX 1012 RICHMOND IN 47375 300583053 501C3 12710 2020 CHALLENGE MATCH AND OTHER DISTRIBUTIONS PETRA PROJECT INC 1024 EAST MAIN STREET RICHMOND IN 47374 352153457 501C3 6370 2020 DISTRIBUTION AND COVID-19 RAPID RESPONSE GRANT RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47375 356005040 501C3 31335 2020 CHALLENGE MATCH, 2020 SPRING CYCLE, AND OTHER DISTRIBUTIONS RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501C3 16769 2020 CHALLENGE MATCH, 2020 DISTRIBUTIONS, AND OTHER DISTRIBUTIONS RICHMOND COMMUNITY SCHOOLS 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 351071211 SCHOOL 70800 2020 DISTRIBUTION, REIMBURSEMENTS, AND OTHER DISTRIBUTIONS RICHMOND DAY NURSERY 300 N 10TH ST RICHMOND IN 47374 350876393 501C3 6670 2020 CHALLENGE MATCH AND DISTRIBUTION FROM DONOR ADVISED FUND RICHMOND FAMILY YMCA 1215 SOUTH J STREET RICHMOND IN 47374 350984030 501C3 8192 2020 CHALLENGE MATCH AND COVID-19 RAPID RESPONSE GRANTS RICHMOND FRIENDS SCHOOL 607 WEST MAIN STREET RICHMOND IN 47374 351267045 SCHOOL 33021 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS RICHMOND INDIANA PICKLEBALL INC PO BOX 425 RICHMOND IN 47375 844941388 501C3 9627 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND DISTRIBUTIONS FROM WOMEN'S GIVING CIRCLE RICHMOND NEIGHBORHOOD RESTORATION PO BOX 144 RICHMOND IN 47375 472601341 501C3 20023 2020 CHALLENGE MATCH AND DISTRIBUTION OF PASS THRU GRANT RICHMOND PARKS AND RECREATION 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 GOVERNMENT 52342 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS RICHMOND SHAKESPEARE FESTIVAL 822 EAST MAIN STREET SUITE A RICHMOND IN 47374 464250078 501C3 20577 2020 CHALLENGE MATCH AND DONOR ADVISED FUND DISTRIBUTION RICHMOND SYMPHONY ORCHESTRA PO BOX 982 RICHMOND IN 47375 356042479 501C3 86432 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS SALVATION ARMY 707 S A STREET RICHMOND IN 47374 362167910 501C3 12300 PASS THRU DONATIONS AND DISTRIBUTION FROM WAYNE COUNTY COMMUNITY CARES FUND SETON CATHOLIC SCHOOLS 240 SOUTH 6TH STREET RICHMOND IN 47374 300036396 SCHOOL 54780 2020 DISTRIBUTION ST ELIZABETH ANN SETON CATHOLIC PARISH 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 CHURCH 42174 2020 DISTRIBUTION AND DISTRIBUTION FROM DONOR ADVISED FUND ST PAUL'S EVANGELICAL LUTHERAN CHURCH 121 SOUTH 18TH STREET RICHMOND IN 47374 350906500 CHURCH 7661 2020 DISTRIBUTION STARR-GENNETT FOUNDATION 33 SOUTH 7TH STREET RICHMOND IN 47374 361882920 501C3 6314 2020 CHALLENGE MATCH AND 2020 DISTRIBUTION SUNRISE INC THERAPEUTIC RIDING CENTER 2670 MINNEMAN RD RICHMOND IN 47374 310979407 501C3 13504 2020 CHALLENGE MATCH AND 2020 SPRING GRANT CYCLE THE JOHN CROSLAND SCHOOL 5146 PARKWAY PLAZA BOULEVARD CHARLOTTE NC 28217 561211583 SCHOOL 10000 DISTRIBUTION FROM DONOR ADVISED FUND TOWNSEND COMMUNITY CENTER INC PO BOX 401 RICHMOND IN 47375 350892673 501C3 19076 2020 CHALLENGE MATCH, 2020 DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND UNITED WAY OF WHITEWATER VALLEY 129 SOUTH NINTH STREET RICHMOND IN 47374 351020935 501C3 14200 2020 DISTRIBUTION AND DISTRIBUTION FROM DONOR ADVISED FUND VIRGINIA TECH FOUNDATION INC 902 PRICES FORK RD BLACKSBURG VA 24061 540721690 501C3 7500 DISTRIBUTION FROM DONOR ADVISED FUND WAYNE COUNTY CARDINAL GREENWAY PO BOX 2411 RICHMOND IN 47375 351885151 501C3 22344 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND DONOR ADVISED FUNDS WAYNE COUNTY HISTORICAL MUSEUM 1150 NORTH A STREET RICHMOND IN 47374 350899077 501C3 39504 2020 CHALLENGE MATCH, 2020 SPRING GRANT CYCLE, AND OTHER DISTRIBUTIONS WAYNE TOWNSHIP TRUSTEE WAYNE COUNTY 401 EAST MAIN STREET RICHMOND IN 47374 356003949 GOVERNMENT 35000 DISTRIBUTION FROM WAYNE COUNTY CARES FUND WESTERN WAYNE DOLLARS FOR SCHOLARS 205 EAST PARKWAY DRIVE CAMBRIDGE CITY IN 47327 465053560 501C3 12195 2020 CHALLENGE MATCH AND 2020 DISTRIBUTION WHITEWATER VALLEY PRO BONO COMMISSION INC 50 NORTH 5TH STREET RICHMOND IN 47374 261455162 501C3 12671 2020 CHALLENGE MATCH AND DISTRIBUTION FROM DONOR ADVISED FUND ZION'S LUTHERAN CHURCH PO BOX 6 PERSHING IN 47370 351585708 CHURCH 11352 2020 DISTRIBUTION 58 11 SCHOLARSHIPS FOR POST SECONDARY EDUCATION 226 482026 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 7 180541 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AT A BOARD MEETING BEFORE THE DUE DATE OF THE INFORMATION RETURN. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING PRIOR TO SUBMISSION OR PROVIDED TO EACH BOARD MEMBER VIA AN EMAIL ATTACHMENT. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. COMPENSATION IS TO BE AT AN APPROPRIATE LEVEL TO ATTRACT AND RETAIN QUALIFIED AND TALENTED PEOPLE, AND IN LINE WITH SIMILAR POSITIONS IN OTHER COMMUNITY FOUNDATIONS, SIMILAR ORGANIZATIONS IN THE AREA, AND COMMUNITY EXPECTATIONS. THE FOUNDATION STAFF AND EXECUTIVE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, ARE DERIVED. IN CONJUNCTION WITH THE ANNUAL MEETING OF THE CORPORATION EACH MAY, THE EXECUTIVE DIRECTOR WILL PREPARE A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS, AND ANY PERSONAL GOALS AND OBJECTIVES SET FOR HIM OR HER OVER THE PREVIOUS YEAR. BOARD MEMBERS WILL BE ASKED TO COMPLETE A SURVEY OR OTHERWISE PROVIDE FEEDBACK RELATING THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD CHAIR WILL ASSIMILATE THIS INFORMATION AND SHARE IT WITH THE EXECUTIVE COMMITTEE AT THEIR MEETING IN JUNE. BASED ON THIS INFORMATION, AS WELL AS ALL AVAILABLE SALARY SURVEY DATA, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE FISCAL YEAR OF JULY 1 - JUNE 30 AND CHARGE THE BOARD CHAIR WITH SHARING THE RESULTS OF THE SURVEY, OTHER FEEDBACK, AND ANY SALARY ADJUSTMENTS WITH THE EXECUTIVE DIRECTOR. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERSONAL PERFORMANCE GOALS WILL BE SET AND THE EXECUTIVE DIRECTOR WILL HAVE THE OPPORTUNITY TO REACT TO THE PERFORMANCE SURVEY INFORMATION. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. SEVERAL YEARS OF THE FOUNDATION'S FORM 990 ARE READILY ACCESSIBLE ON THE FOUNDATION'S WEBSITE AS WELL AS WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 453,770. CHANGE IN SPLIT INTEREST AGREEMENTS -52,974. ROUNDING FORM 990,PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. VIGRAN FAMILY FOUNDATION INC 33 SOUTH 7TH STREET RICHMOND IN 47374 352107926 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 VIGRAN FAMILY FOUNDATION INC L 19980 CASH