2017-11-06T14:24:05-05:00 2016-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2016-01-01 351992897 DEKALB COUNTY COMMUNITY FOUNDATION INC DEKA 2609250311 PO BOX 111 700 S MAIN STREET AUBURN IN 467060111 HOLLY ALBRIGHT PRESIDENT 2609250311 2017-10-20 true THOMAS A ROBERTS P00997867 7652847554 2017-10-20 0A49CA5AE9B8EDCDDA79C3494FA6589E6E931580 874908FC3E5677198983E1DAA0E7FD40744B6364 2016 2021-01-29 14:40:06Z HOLLY ALBRIGHT PO BOX 111 700 S MAIN STREET AUBURN IN 46706 3089557 false X WWW.CFDEKALB.ORG X 1996 IN DEKALB COUNTY COMMUNITY FOUNDATION PROVIDES EFFECTIVE WAYS FOR DONORS TO MAKE A LASTING IMPACT ON THE COMMUNITY BY CREATING PERMANENT CHARITABLE ENDOWMENT FUNDS DEDICATED TO THE CAUSES OF THE FUNDS' DONORS. GIFTS TO ENDOWMENT FUNDS ARE INVESTED FOR GROWTH AND INCOME. A PORTION OF INCOME IS GRANTED TO NONPROFIT ORGANIZATIONS THAT SERVE DEKALB COUNTY. 14 14 8 200 0 1345532 568543 227940 224887 318534 275899 -7189 686 1884817 1070015 491526 604570 0 246839 262453 0 47387 454945 447277 1193310 1314300 691507 -244285 14749984 14733057 2137943 1856198 12612041 12876859 X DEKALB COUNTY COMMUNITY FOUNDATION PROVIDES EFFECTIVE WAYS FOR DONORS TO MAKE A LASTING IMPACT ON THE COMMUNITY BY CREATING PERMANENT CHARITABLE ENDOWMENT FUNDS DEDICATED TO THE CAUSES OF THE FUNDS' DONORS. GIFTS TO ENDOWMENT FUNDS ARE INVESTED FOR GROWTH AND INCOME. A PORTION OF INCOME IS GRANTED TO NONPROFIT ORGANIZATIONS THAT SERVE DEKALB COUNTY. false false 631644 450007 170415 GRANTING PROGRAM: THE DEKALB COUNTY COMMUNITY FOUNDATION, INC. IS PRIMARILY AN ASSET BUILDER AND GRANT MAKER. ITS GRANTING PROGRAM'S PURPOSE IS TO IMPROVE THE QUALITY OF LIFE IN DEKALB COUNTY, INDIANA. FUNDS ARE GRANTED OUT OF THE INCOME EARNED BY VARIOUS CHARITABLE ENDOWMENT FUNDS HELD BY THE FOUNDATION TO VARIOUS NONPROFIT ORGANIZATIONS THAT SERVICE DEKALB COUNTY. THE FOUNDATION ALSO GRANTS FROM SEVERAL NONPERMANENT FUNDS TO VARIOUS NONPROFIT ORGANIZATIONS THAT SERVE DEKALB COUNTY. IN 2016 OVER 160 GRANTS WERE AWARDED. SEE SCHEDULE I, PART II AND PART III, OF THIS FORM 990 FOR MORE INFORMATION. 201826 143881 53523 SCHOLARSHIP PROGRAM: SCHOLARSHIP GRANTING IS A LARGE PROGRAM OF THE DEKALB COUNTY COMMUNITY FOUNDATION. IN 2016, HIGH SCHOOL SENIORS FROM DEKALB COUNTY RECEIVED SCHOLARSHIP GRANTS FROM VARIOUS SCHOLARSHIP FUNDS HELD BY THE FOUNDATION FOR COLLEGE EDUCATION. SEE SCHEDULE I, PART III OF THIS FORM 990 FOR MORE INFORMATION. 14568 10682 949 LEARNING LINK IS AN EDUCATION INITIATIVE OF DEKALB COUNTY COMMUNITY FOUNDATION FOCUSED ON RAISING THE LEVEL OF EDUCATION IN DEKALB COUNTY, INDIANA. WITH A VISION OF WORKING TOGETHER THROUGH CONTINUOUS LEARNING TO IMPROVE THE QUALITY OF LIFE FOR ALL, LEARNING LINK PROVIDES A FRAMEWORK FOR COMMUNITY AND EDUCATIONAL PROGRAM LEADERS TO WORK TOGETHER, ALIGNING AROUND COMMON GOALS AND SHARED MEASURES. 848038 true true false false false true false false false true true false false false true true false true false false false false false false false false false true true false false false false false false false false false true false false false true true false false false true 19 0 true 8 true false false false false false true true false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false IN X X MANDY HAYNES 2609250311 700 S MAIN ST AUBURN IN 46706 HOLLY ALBRIGHT PRESIDENT 2.00 0.01 X X 0 0 0 MATTHEW BECHDOL VICE PRESIDE 2.00 0.01 X X 0 0 0 VANESSA STERLING TREASURER 2.00 0.01 X X 0 0 0 MICHAEL PAYNE SECRETARY 2.00 0.01 X X 0 0 0 TERRY RAYLE ADVISOR 1.00 X 0 0 0 MELISSA ESHBACH DIRECTOR 1.00 X 0 0 0 MICHAEL HASSELMAN DIRECTOR 1.00 X 0 0 0 DON HOLLMAN DIRECTOR 1.00 X 0 0 0 IAN MERCER DIRECTOR 1.00 X 0 0 0 BARBARA OLENYIK MORROW DIRECTOR 1.00 X 0 0 0 KATHIE SWAIM DIRECTOR 1.00 X 0 0 0 W ERIK WEBER DIRECTOR 1.00 X 0 0 0 MARCIA WELLER DIRECTOR 1.00 X 0 0 0 SUSAN WHITTINGTON DIRECTOR 1.00 X 370 0 0 WENDY J OBERLIN EXECUTIVE DI 40.00 X 75563 0 2337 75933 2337 false false false 568543 29121 568543 ADMINISTRATION FEES 561000 224887 224887 224887 305612 305612 1989829 2019542 -29713 -29713 -29713 MISCELLANEOUS 561000 10924 10924 DISCOUNT ON PLEDGES REC. -10238 -10238 686 1070015 224887 276585 452419 452419 152151 152151 77900 38950 15580 23370 160074 94084 61396 4594 5573 3939 1552 82 18906 10177 6896 1833 224787 949 223838 9430 4715 2923 1792 64988 133 64855 25001 11924 13077 6168 3130 1975 1063 3810 1938 1123 749 19844 19844 6312 3156 1862 1294 2441 1233 785 423 870 460 246 164 4401 4401 42842 21421 13281 8140 6677 3891 1393 1393 DEVELOPMENT 14385 9362 2961 2062 MISCELLANEOUS 13002 13002 MEMBERSHIP & SUBSCRIPTION 2319 1160 731 428 1314300 848038 418875 47387 100 100 852040 786954 243711 32238 8800 9090 855557 132675 756766 722882 12888567 13181793 14749984 14733057 5263 3356 190492 228895 54075 1888113 1623947 2137943 1856198 X -730809 -1516878 1848350 2463259 11494500 11930478 12612041 12876859 14749984 14733057 -244285 589055 -79952 X false true X true false X 315071 794433 793540 1310298 568543 3781885 315071 794433 793540 1310298 568543 3781885 820724 2961161 273279 358215 897246 542801 305612 2377153 686 686 6159724 224887 0.48070 0.49960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 3400 20052 881231 true true 13254921 276779 1043502 340654 566409 192644 13475495 13479636 1082853 -345897 343212 336763 281696 13254921 12742340 738178 859852 370476 299490 190768 13479636 11697771 593638 1504803 289611 585894 178135 12742340 10403816 373969 1594947 203533 287554 183874 11697771 0.90880 0.09120 false false 54000 54000 660819 52874 607945 140738 79801 60937 722882 ASSETS HELD FOR OTHER AGENCIES 1601934 GIFT ANNUITY RESERVE 22013 1623947 X 1533929 589055 589055 944874 125141 125141 1070015 1269111 1269111 45189 45189 1314300 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE: GRANTING TO ORGANIZATIONS THAT SUPPORT DEKALB COUNTY, PROVIDING SCHOLARSHIPS TO COLLEGE STUDENTS FROM DEKALB COUNTY, AND GIVING CITIZENS OF DEKALB COUNTY AN OPPORTUNITY TO FULFILL THEIR CHARITABLE WISHES. SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2013, 2014, AND 2015 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 125,193 TRUST REVENUE -52 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 45,304 TRUST EXPENSES -115 true AUBURN CORD DUESENBERG AUTOMOBILE MUSEUM 1600 S WAYNE ST PO BOX 271 AUBURN IN 46706 351294918 501C3 23099 ANNUAL DISTRIBUTION DEKALB ASSOC FOR DEVELOPMENTALLY DISABLED/ALLIANCE INDUSTRIES 901 E QUINCY ST GARRETT IN 46738 350944267 501C3 9460 OPERATING EXPENSES DEKALB COUNTY CENTRAL UNITED SCHOOL DISCRICT 3326 COUNTY RD 427 WATERLOO IN 46793 351097343 501C3 12612 GENERAL SUPPORT DEKALB HUMANE SOCIETY INC 5221 US HWY 6 BUTLER IN 46721 351362542 501C3 10090 ANNUAL DISTRIBUTION ECKHART PUBLIC LIBRARY 603 S JACKSON STREET AUBURN IN 46706 351930372 501C3 21565 HEART OF OUR PARK GARRETT MUSEUM OF ART PO BOX 29 GARRETT IN 46738 203129368 501C3 5400 RENOVATIONS JUDY A MORRILL RECREATION CENTER 1200 E HOUSTON ST GARRETT IN 46738 352010882 501C3 9350 STAFF TRAINING/DISTR JUNIOR ACHIEVEMENT SERVING EAST CENTRAL DEKALB 3790 COUNTY RD 59 BUTLER IN 46721 350922731 501C3 13368 GENERAL SUPPORT SCIENCE CENTRAL INC 1950 N CLINTON STREET FORT WAYNE IN 46805 311032583 501C3 6500 OUTREACH PROGRAM ST MARTIN'S HEALTHCARE INC 1359 S RANDOLPH ST GARRETT IN 46738 208609620 501C3 7500 OPERATING EXPENSES YMCA OF DEKALB COUNTY INC 310 N MAIN ST AUBURN IN 46706 350868958 501C3 14825 PROGRAM FUNDING YOUTH FOR CHRIST 6427 OAKBROOK PARKWAY FORT WAYNE IN 46825 356304674 501C3 5631 GENERAL SUPPORT TOWN OF WATERLOO 280 S WAYNE ST PO BOX 96 WATERLOO IN 467930096 366001229 GOV 21400 PLAYGROUND SHELTER MINISTRIES INC 1103 W AUBURN DR AUBURN IN 46706 351837547 501C3 37109 CONST. AND REMODEL SERENITY HOUSE INC 2438 COUNTY ROAD 50 AUBURN IN 467069501 351938742 501C3 5240 ROOF REPAIR/GEN SUPP RISE INC 1600 WHOLERT ST ANGOLA IN 467031092 351112612 501C3 10000 TRAINING/GEN SUPPORT LAUNCH DEKALB COUNTY 4483 COUNTY RD 19 AUBURN IN 46706 364577514 501C3 5500 ENTREPRENEURSHIP GARRETT-KEYSER-BUTLER COMMUNITY SCHOOL CORPORATION 801 E HOUSTON GARRETT IN 46738 356005113 501C3 7150 EDUCATIONAL PROGRAMS FIRST UNITED METHODIST CHURCH 1203 E SEVENTH ST AUBURN IN 46706 362167731 501C3 20180 GENERAL SUPPORT ACRES LAND TRUST 1802 CHAPMAN RD PO BOX 665 HUNTERTOWN IN 467489723 310976955 501C3 20000 NATURE PRESERVE EARLY CHILDHOOD ALLIANCE 3320 FAIRFIELD AVENUE FORT WAYNE IN 46807 350953465 501C3 5150 PARENT ENGAGEMENT DEKALB COUNTY COUNCIL ON AGING INC 1800 E SEVENTH ST AUBURN IN 46706 351424251 501C3 11000 GARAGE/TRANSIT VAN 22 ARTS & CULTURE 9 6874 SCHOLARSHIPS 14 143881 COMMUNITY DEVELOPMENT 2 996 HUMAN SERVICES 1 100 ENVIRONMENTAL 1 300 SCHEDULE I, PAGE 1, PART I, LINE 2 DEKALB COUNTY COMMUNITY FOUNDATION, INC. REQUIRES ALL GRANTEES 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 BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 3 29121 AVG. HIGH/LOW GIFT DATE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE FOUNDATION USES A SECURITIES BROKER TO SELL CONTRIBUTED PUBLICLY TRADED SECURITIES. FORM 990 - ORGANIZATION'S MISSION DEKALB COUNTY COMMUNITY FOUNDATION PROVIDES EFFECTIVE WAYS FOR DONORS TO MAKE A LASTING IMPACT ON THE COMMUNITY BY CREATING PERMANENT CHARITABLE ENDOWMENT FUNDS DEDICATED TO THE CAUSES OF THE FUNDS' DONORS. GIFTS TO ENDOWMENT FUNDS ARE INVESTED FOR GROWTH AND INCOME. A PORTION OF INCOME IS GRANTED TO NONPROFIT ORGANIZATIONS THAT SERVE DEKALB COUNTY. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY THE FOUNDATION'S AUDIT FIRM AND THEN REVIEWED BY THE FOUNDATION'S ACCOUNTING DEPARTMENT. WHEN THE 990 IS FINALIZED, IT IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND MEMBERS WHO SERVE ON COMMUNITY FOUNDATION COMMITTEES REVIEW THE FOUNDATION'S THEN CURRENT CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH TWO-YEAR TERM THAT THEY SERVE. STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER BOARD, VOLUNTEERS AND STAFF REVIEW THE CONFLICT OF INTEREST POLICY, THEY SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND THEY AGREE TO DISCLOSE CONFLICTS AS REQUIRED BY THE POLICY. WHEN A CONFLICT ARISES 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. HE OR SHE THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. FORM 990, PAGE 6, PART VI, LINE 15A DETERMING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS THE RESPONSIBILITY OF THE DEKALB COUNTY COMMUNITY FOUNDATION'S EXECUTIVE COMMITTEE (BOARD OF DIRECTORS). TO DETERMINE SALARY AND BENEFITS FOR A NEW EXECUTIVE DIRECTOR OR KEY EMPLOYEE AND AT LEAST ANNUALLY THEREAFTER, THE EXECUTIVE COMMITTEE REVIEWS RELEVANT SURVEY DATA FROM THE COUNCIL ON FOUNDATION, NORTHEASTERN INDIANA COMMUNITY FOUNDATIONS AND OTHER RELATED GROUPS. THE COMMITTEE DISCUSSES THE DATA, COMPARES IT WITH CURRENT SALARY AND BENEFITS AND CONSIDERS HOW INCREASES WILL IMPACT THE OPERATING BUDGET. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR NEW SALARY AND BENEFIT PACKAGES OR INCREASES TO SALARY AND BENEFITS FOR THE CURRENT EXECUTIVE DIRECTOR/KEY EMPLOYEES. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION AND REVIEW SUPPORTING MATERIAL PROVIDED BY THE EXECUTIVE COMMITTEE. THE BOARD VOTES TO APPROVE/DISAPPROVE THE RECOMMENDATION. THE DISCUSSION AND RESULT OF THE VOTE IS RECORDED IN BOARD MINUTES. THIS PROCESS IS CARRIED OUT ON AN ANNUAL BASIS, 2016 BEING THE LATEST YEAR FOR WHICH THIS WAS DONE. FORM 990, PAGE 6, PART VI, LINE 15B DETERMING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS THE RESPONSIBILITY OF THE DEKALB COUNTY COMMUNITY FOUNDATION'S EXECUTIVE COMMITTEE (BOARD OF DIRECTORS). TO DETERMINE SALARY AND BENEFITS FOR A NEW EXECUTIVE DIRECTOR OR KEY EMPLOYEE AND AT LEAST ANNUALLY THEREAFTER, THE EXECUTIVE COMMITTEE REVIEWS RELEVANT SURVEY DATA FROM THE COUNCIL ON FOUNDATION, NORTHEASTERN INDIANA COMMUNITY FOUNDATIONS AND OTHER RELATED GROUPS. THE COMMITTEE DISCUSSES THE DATA, COMPARES IT WITH CURRENT SALARY AND BENEFITS AND CONSIDERS HOW INCREASES WILL IMPACT THE OPERATING BUDGET. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR NEW SALARY AND BENEFIT PACKAGES OR INCREASES TO SALARY AND BENEFITS FOR THE CURRENT EXECUTIVE DIRECTOR/KEY EMPLOYEES. THE BOARD OF DIRECTORS DISCUSSES THE RECOMMENDATION AND REVIEW SUPPORTING MATERIAL PROVIDED BY THE EXECUTIVE COMMITTEE. THE BOARD VOTES TO APPROVE/DISAPPROVE THE RECOMMENDATION. THE DISCUSSION AND RESULT OF THE VOTE IS RECORDED IN BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 DEKALB COUNTY COMMUNITY FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S 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. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 AGENCY FUND REVENUE -125,193 TRUST REVENUE 52 AGENCY FUND EXPENSES 45,304 TRUST EXPENSES -115 TOTAL -79,952 STEININGER CENTER FOR COMMUNITY FOUNDATION OF DEKALB COUNTY LLC PO BOX 111 700 S MAIN ST AUBURN IN 467060111 463221192 SUPPORTING IN DEKALB CO COMMUNITY FOUNDATION INC DEKALB COUNTY FUND FOR THE FUTURE PO BOX 111 AUBURN IN 467060111 200335286 SUPPORTING IN 501C3 12A NA false ROBERT E BEATY CHARITABLE RMD ANNUITY TRUST PO BOX 111 AUBURN IN 467060111 207162213 ANNUITY IN NA TRUST false false false false false false false false false false false false false false false false false false false false