COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC (EIN 35-1903148)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201943169349303389
Schema version
2018v3.1
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)
Return2019-11-12T12:39:15-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351903148EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF RANDOLPHBusinessNameLine1Txt
Business Name Line2COUNTY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7655849077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 W WASHINGTON STREETAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47394ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKURT PRESCOTTPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone7655849077PhoneNum
Signature2019-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY A HAINESPreparerPersonNm
PTINP00517541PTIN
Phone7659660531PhoneNum
Preparation2019-10-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.141.187.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-28IPDt
IP Tm08:06:08IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6F8BE92DB992DB1D6BDFACF60E61AD7C67FD6E78AtSubmissionCreationDeviceId
At Submission Filing Device Id479460A0B7D280FDB8C03C7D520BD36878328611AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA JENNINGSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 W WASHINGTON STREETAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47394ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,516,034GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RANDOLPHCOUNTYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionCOMMUNITY BENEFIT PROGRAMSActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$425,197PYContributionsGrantsAmt
CY Contributions Grants$1,199,719CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$488,417PYInvestmentIncomeAmt
CY Investment Income$655,724CYInvestmentIncomeAmt
PY Other Revenue$23,179PYOtherRevenueAmt
CY Other Revenue$30,493CYOtherRevenueAmt
PY Total Revenue$936,793PYTotalRevenueAmt
CY Total Revenue$1,885,936CYTotalRevenueAmt
PY Grants And Similar Paid$520,893PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$469,569CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$124,021PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$139,975CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$21,730CYTotalFundraisingExpenseAmt
PY Other Expenses$141,543PYOtherExpensesAmt
CY Other Expenses$263,625CYOtherExpensesAmt
PY Total Expenses$786,457PYTotalExpensesAmt
CY Total Expenses$873,169CYTotalExpensesAmt
PY Revenues Less Expenses$150,336PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,012,767CYRevenuesLessExpensesAmt
Total Assets BOY$9,736,347TotalAssetsBOYAmt
Total Assets EOY$9,689,049TotalAssetsEOYAmt
Total Liabilities BOY$259,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$247,739TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,476,930NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,441,310NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN THE QUALITY OF LIFE, BOTH NOW AND IN THE FUTURE, FOR THE RANDOLPH COUNTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$770,281ExpenseAmt
Grant$469,569GrantAmt
DescCOMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR RANDOLPH COUNTY STUDENTS. 76 SCHOLARSHIPS AND 53 GRANTS WERE DISTRIBUTED.Desc
Total Program Service Expenses$770,281TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
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 CEO0CompensationProcessCEOInd
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 Line1LISA JENNINGSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7655849077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 W WASHINGTON STAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47394ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOYCE HUSMANN
BOARD MEMBER1.00Yes (X)$0$0$0
SUZAN DILLON MYERS
BOARD MEMBER1.00Yes (X)$0$0$0
JANE FLESHER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
LOUISE HART
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES MEINERDING
BOARD MEMBER1.00Yes (X)$0$0$0
CLARK CHIP LONEY
BOARD MEMBER1.00Yes (X)$0$0$0
LISA JENNINGS
EXECUTIVE DIRECTOR40.00Yes (X)$62,000$0$0Yes (X)
MELVIN BARNELL
BOARD MEMBER1.00Yes (X)$0$0$0
CHRISTEN COMMERS
BOARD MEMBER1.00Yes (X)$0$0$0
CATHY STEPHEN
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA WILCOX
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
JANICE POWERS
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT K GENTRY
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
KURT PRESCOTT
TREASURER1.00Yes (X)$0$0$0Yes (X)
JERIMY STEPHAN
BOARD MEMBER1.00Yes (X)$0$0$0
DAKOTA CRABTREE
BOARD MEMBER1.00Yes (X)$0$0$0
CARLA FOUSE
BOARD MEMBER1.00Yes (X)$0$0$0
LINDEN DENNIS
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$62,000TotalReportableCompFromOrgAmt
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
All Other Contributions$1,199,719AllOtherContributionsAmt
Total Contributions$1,199,719TotalContributionsAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,362TotalRevenueColumnAmt
Exclusion$178,362ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,107,460SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,630,098SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$477,362SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$477,362TotalRevenueColumnAmt
Exclusion$477,362ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
ADMINISTRATIVE FEE INCOME900099$27,486$27,486
OTHER INCOME900099$3,007$3,007
FieldValueIRS element (for citing)
Other Revenue Total$30,493OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,885,936TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$686,217ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$315,669TotalAmt
Program Services$315,669ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$153,900TotalAmt
Program Services$153,900ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$62,000TotalAmt
Program Services$24,800ProgramServicesAmt
Management And General$24,800ManagementAndGeneralAmt
Fundraising$12,400FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$66,238TotalAmt
Program Services$33,089ProgramServicesAmt
Management And General$26,496ManagementAndGeneralAmt
Fundraising$6,653FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,737TotalAmt
Program Services$5,298ProgramServicesAmt
Management And General$4,695ManagementAndGeneralAmt
Fundraising$1,744FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,212TotalAmt
Program Services$5,303ProgramServicesAmt
Management And General$15,909ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$62,130TotalAmt
Program Services$62,130ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,514TotalAmt
Program Services$9,514ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,736TotalAmt
Program Services$16,589ProgramServicesAmt
Management And General$4,147ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,835TotalAmt
Program Services$7,068ProgramServicesAmt
Management And General$1,767ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,786TotalAmt
Program Services$1,429ProgramServicesAmt
Fundraising$357FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,254TotalAmt
Program Services$1,803ProgramServicesAmt
Fundraising$451FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,663TotalAmt
Program Services$2,930ProgramServicesAmt
Management And General$733ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,498TotalAmt
Program Services$2,798ProgramServicesAmt
Management And General$700ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COMMUNITY PROJECT EXPEN$102,953$102,953
MISCELLANEOUS$17,620$17,620
EQUIPMENT RENTAL$2,496$1,997$499
UTILITIES$2,310$1,397$913

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,618TotalAmt
Program Services$3,994ProgramServicesAmt
Management And General$499ManagementAndGeneralAmt
Fundraising$125FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$873,169TotalAmt
Program Services$770,281ProgramServicesAmt
Management And General$81,158ManagementAndGeneralAmt
Fundraising$21,730FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$264,988BOYAmt
EOY$385,041EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$372,066BOYAmt
EOY$1,264,636EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,547BOYAmt
EOY$155,925EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,863BOYAmt
EOY$17,015EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,629BOYAmt
EOY$1,500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$64,218LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$52,544LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,518BOYAmt
EOY$11,674EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,042,736BOYAmt
EOY$7,853,258EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,736,347BOYAmt
EOY$9,689,049EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,887BOYAmt
EOY$3,442EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$256,530BOYAmt
EOY$244,297EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$259,417BOYAmt
EOY$247,739EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,945,130BOYAmt
EOY$2,901,657EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,531,800BOYAmt
EOY$6,539,653EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,476,930BOYAmt
EOY$9,441,310EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,736,347BOYAmt
EOY$9,689,049EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,012,767ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,048,388NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
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$508,230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$904,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$646,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$425,197CurrentTaxYearMinus1YearAmt
Current Tax Year$1,199,719CurrentTaxYearAmt
Total$3,684,142TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$508,230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$904,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$646,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$425,197CurrentTaxYearMinus1YearAmt
Current Tax Year$1,199,719CurrentTaxYearAmt
Total$3,684,142TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$400,654SubstantialContributorsTotAmt
Public Support Total170$3,283,488PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$145,607CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$148,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,703CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$181,126CurrentTaxYearMinus1YearAmt
Current Tax Year$178,362CurrentTaxYearAmt
Total$812,726TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,280CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,240CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,179CurrentTaxYearMinus1YearAmt
Current Tax Year$30,493CurrentTaxYearAmt
Total$96,127TotalAmt
FieldValueIRS element (for citing)
Total Support$4,592,995TotalSupportAmt
Public Support CY1700.71490PublicSupportCY170Pct
Public Support PY1700.70270PublicSupportPY170Pct
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 Held1DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held101FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$123,460FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,206DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$253,065FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$22,128DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$5,497,558FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,814,355BeginningYearBalanceAmt
Contributions$191,775ContributionsAmt
Investment Earnings Or Losses-$434,369InvestmentEarningsOrLossesAmt
Grants Or Scholarships$68,915GrantsOrScholarshipsAmt
Other Expenditures-$149,814OtherExpendituresAmt
Administrative Expenses$304,427AdministrativeExpensesAmt
End Year Balance$8,348,233EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,028,857BeginningYearBalanceAmt
Contributions$121,684ContributionsAmt
Investment Earnings Or Losses$1,090,704InvestmentEarningsOrLossesAmt
Grants Or Scholarships$242,778GrantsOrScholarshipsAmt
Other Expenditures-$21,653OtherExpendituresAmt
Administrative Expenses$205,765AdministrativeExpensesAmt
End Year Balance$8,814,355EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,576,074BeginningYearBalanceAmt
Contributions$407,232ContributionsAmt
Investment Earnings Or Losses$516,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$288,369GrantsOrScholarshipsAmt
Administrative Expenses$182,501AdministrativeExpensesAmt
End Year Balance$8,028,857EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,755,898BeginningYearBalanceAmt
Contributions$342,970ContributionsAmt
Investment Earnings Or Losses-$126,130InvestmentEarningsOrLossesAmt
Grants Or Scholarships$260,843GrantsOrScholarshipsAmt
Other Expenditures-$27,577OtherExpendituresAmt
Administrative Expenses$163,398AdministrativeExpensesAmt
End Year Balance$7,576,074EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,481,790BeginningYearBalanceAmt
Contributions$105,052ContributionsAmt
Investment Earnings Or Losses$560,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships$65,449GrantsOrScholarshipsAmt
Administrative Expenses$326,488AdministrativeExpensesAmt
End Year Balance$7,755,898EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.29000BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.71000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,218OtherCostOrOtherBasisAmt
Depreciation$52,544DepreciationAmt
Book Value$11,674BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,674TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$799,460TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,048,388NetUnrealizedGainsInvstAmt
Other Revenue$1OtherRevenueAmt
Revenue Not Reported-$1,048,387RevenueNotReportedAmt
Revenue Subtotal$1,847,847RevenueSubtotalAmt
Investment Expenses Not Incld$55,450InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$17,361OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$38,089RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,885,936TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$779,893TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$779,893ExpensesSubtotalAmt
Investment Expenses Not Incld2$55,450InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$37,826OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$93,276ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$873,169TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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.
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, 2018.
PART XI, LINE 2D - OTHER ADJUSTMENTS:ROUNDING 1.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FAS 136 -17,361.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FAS 136 ADJUSTMENT 37,826.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ANDERSON FINE ARTS FOUNDATION INC
32 W TENTH STREETANDERSONIN46016356058737501(C)(3)$9,783IAC OPERATING SUPPORT
ANDERSON SYMPHONY ORCHESTRA ASSOCIATION
PO BOX 741ANDERSONIN46015310970546501(C)(3)$9,783IAC OPERATING SUPPORT
ANDERSON YOUNG BALLET THEATRE INC
29 DILLON ST PO BOX 631ANDERSONIN46015310944297501(C)(3)$5,893IAC OPERATING SUPPORT
ART ASSOCIATION OF HENRY COUNTY
218 S 15THNEW CASTLEIN47362351682891501(C)(3)$5,893IAC OPERATING SUPPORT
ARTS PLACE INC
131 EAST WALNUT ST PO BOX 804PORTLANDIN47371351379424501(C)(3)$12,700IAC OPERATING SUPPORT
ART ASSOCIATION OF RANDOLPH COUNTY
115 N HOWARDUNION CITYIN47390351023414501(C)(3)$27,668IAC OPERATING SUPPORT
CENTER CITY DEVELOPMENT CORP
814 E MAIN STRICHMONDIN47374311210665501(C)(3)$5,000IAC OPERATING SUPPORT
CENTRAL INDIANA POWWOW INC
PO BOX 88ANDERSONIN46015300160912501(C)(3)$5,000IAC OPERATING SUPPORT
CORNERSTONE CENTER FOR THE ARTS
520 EAST MAIN STREETMUNCIEIN47305351804398501(C)(3)$12,700IAC OPERATING SUPPORT
EARLHAM COLLEGE
801 NATIONAL ROAD WESTRICHMONDIN47374350868073501(C)(3)$5,000IAC PROJECT SUPPORT
HAGERSTOWN NETTLE CREEK PLAYERS
96 1/2 E MAIN ST PO BOX 24HAGERSTOWNIN47346811657958501(C)(3)$5,000IAC PROJECT SUPPORT
HOOSIER SHAKES
952 GUSTAVE PLACEMARIONIN46952473271589501(C)(3)$5,000IAC PROJECT SUPPORT
MARION COMMUNITY SCHOOL FOR THE ARTS
305 S ADAMS STMARIONIN46952351956585501(C)(3)$7,838IAC OPERATING SUPPORT
MARION PHILHARMONIC ASSOCIATION
PO BOX 272MARIONIN47952237126357501(C)(3)$6,866IAC OPERATING SUPPORT
MINNESTRISTA CULTURAL CENTER
1200 N MINNETRISTA PKWYMUNCIEIN47303351628916501(C)(3)$5,000IAC PROJECT SUPPORT
MONROE CENTRAL SCHOOL CORPORATION
1918 N CO RD 1000 NPARKER CITYIN47368351071180$7,888SCHOLARSHIP AND TEACHER GRANTS
MUNCIE CIVIC AND COLLEGE SYMPHONY ORCHESTRA
C/O BSU 2000 W UNIVERSITY AVEMUNCIEIN47305356041986501(C)(3)$9,783IAC OPERATING SUPPORT
MUNCIE CIVIC THEATRE ASSOCIATION
216 E MAINMUNCIEIN47305356027421501(C)(3)$9,783IAC OPERATING SUPPORT
NATIONAL CENTER FOR GREAT LAKES NATIVE AMERICAN
PO BOX 1063 118 SOUTH MERIDIAN STPORTLANDIN47371352141020501(C)(3)$5,000IAC PROJECT SUPPORTSUITE A
RANDOLPH COUNTY 4-H CLUB INC
1885 S US HIGHWAY 27WINCHESTERIN47394351762704501(C)(3)$13,000DIGITAL SIGN
RANDOLPH COUNTY YMCA
1521 E WASHINGTON STREETWINCHESTERIN47394311120460501(C)(3)$18,252PROJECT GRAN, WOMEN'S FUND GRANT, DISTRIBUTION
RICHMOND ART MUSEUM
350 HUB ETCHINSON PARKWAYRICHMONDIN47374356005040501(C)(3)$9,783IAC OPERATING SUPPORT
RICHMOND COMMUNITY SCHOOLSCIVIC HALL PERFORM
380 HUB ETCHINSON PARKWAYRICHMONDIN47374351071211501(C)(3)$5,000IAC PROJECT SUPPORT
RICHMOND SHAKESPEARE FESTIVAL
822 E MAIN ST SUITE ARICHMONDIN47374464250078501(C)(3)$5,000IAC OPERATING SUPPORT
RICHMOND SYMPHONY ORCHESTRA
380 HUB ETCHINSON PARKWAYRICHMONDIN47374356042479501(C)(3)$14,783IAC OPERATING SUPPORT
SECOND HARVEST FOOD BANK
6621 N OLD STATE ROAD 3MUNCIEIN47303311111795501(C)(3)$10,000FALL PROJECT GRANT
WHITE RIVER TOWNSHIP VOLUNTEER FIRE DEPARTMENT
PO BOX 524WINCHESTERIN47394356003963501(C)(4)$10,000DISTRIBUTION PER REQUEST-BOOK
WINCHESTER AREA CHURCHES AND COMMUNITY FOOD
124 E WASHINGTON STWINCHESTERIN47394452443080501(C)(3)$5,000SPRING 2018 GRANT, WOMEN'S FUND GRANT
YOUTH ORCHESTRAS OF CENTRAL INDIANA
PO BOX 1463MUNCIEIN47308351664816501(C)(3)$5,893IAC OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS.GrantTypeTxt
Recipient76RecipientCnt
Cash Grant$153,900CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MADE SUBJECT TO SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN BY THE ENTIRE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CBOARD AND COMMITTEE MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, THE BOARD MEMBER MUST ABSTAIN FROM PARTICIPATING.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE KEPT IN THE OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:ROUNDING 1.
FORM 990, PART XI, LINE 2CTHE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.

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