GREATER LAFAYETTE COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LAFAYETTE COMMUNITY FOUNDATION (EIN 23-7147996)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-03
- IRS object ID
- 201522469349300117
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-03T10:22:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352055043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTH THOMPSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 970 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479020970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237147996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LAFAYETTE COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 7657429078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 EAST STATE ST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479051219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE ROSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7657429078 | PhoneNum |
| Signature | 2015-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLEY R MORISETTE | PreparerPersonNm |
| PTIN | P00337290 | PTIN |
| Phone | 7654285000 | PhoneNum |
| Preparation | 2015-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIANNE ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 EAST STATE STREET | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,377,741 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFGLAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,802,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,007,884 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,954 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,179 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,945,617 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,927,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,084 | PYOtherRevenueAmt |
| CY Other Revenue | $9,407 | CYOtherRevenueAmt |
| PY Total Revenue | $3,811,105 | PYTotalRevenueAmt |
| CY Total Revenue | $7,990,389 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,116,012 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,210,838 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $373,807 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $386,960 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $242,195 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $312,674 | PYOtherExpensesAmt |
| CY Other Expenses | $354,540 | CYOtherExpensesAmt |
| PY Total Expenses | $1,802,493 | PYTotalExpensesAmt |
| CY Total Expenses | $1,952,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,008,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,038,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,243,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,172,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,103,607 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,469,977 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,140,143 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,702,887 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,362,910 | ExpenseAmt |
| Grant | $1,092,538 | GrantAmt |
| Desc | THE ORGANIZATION SUPPORTS THE COMMUNITY BY EDUCATING POTENTIAL DONORS, CAREFULLY INVESTING AND STEWARDING FUNDS RAISED, AND SUPPORTING NUMEROUS LOCAL NOT-FOR-PROFIT ORGANIZATIONS THROUGH GRANTS. GRANTS MADE FROM DISCRETIONARY FUNDS ARE GENERALLY FOR CAPITAL AND CAPACITY BUILDING PURPOSES, WHILE GRANTS FROM DESIGNATED, DONOR-ADVISED AND FIELD OF INTEREST FUNDS MAY BE USED AT THE AGENCIES' DISCRETION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $118,300 | ExpenseAmt |
| Grant | $118,300 | GrantAmt |
| Desc | SCHOLARSHIPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,481,210 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA STRADER | PersonNm |
| Phone | 7657429078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 STATE STREET | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARIANNE ROSE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $100,420 | $0 | $15,412 |
| JIM BODENMILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HORNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SONYA MARGERUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HANBACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARYANN SANTOS DE BARONA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE HOLDER-PRICE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF LOVE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN GERY | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY MOULTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK OLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE RAMSEY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLIE SHOOK | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE LUHMAN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,420 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $15,412 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,007,884 | AllOtherContributionsAmt |
| Total Contributions | $3,007,884 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEN. SUPPORT REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,179 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,179 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,179 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,492,635 | TotalRevenueColumnAmt |
| Exclusion | $1,492,635 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,470 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,470 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,470 | TotalRevenueColumnAmt |
| Exclusion | $4,470 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,822,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,387,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,435,284 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,435,284 | TotalRevenueColumnAmt |
| Exclusion | $3,435,284 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $3,583 | $3,583 |
| OTHER UR INCOME | 900099 | $1,254 | $1,254 |
| OTHER TR INCOME | 900099 | $100 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,937 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,990,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,116 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,932,389 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,538 | TotalAmt |
| Program Services | $1,092,538 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,300 | TotalAmt |
| Program Services | $118,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,832 | TotalAmt |
| Program Services | $28,958 | ProgramServicesAmt |
| Management And General | $5,792 | ManagementAndGeneralAmt |
| Fundraising | $81,082 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,892 | TotalAmt |
| Program Services | $76,496 | ProgramServicesAmt |
| Management And General | $65,690 | ManagementAndGeneralAmt |
| Fundraising | $76,706 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,614 | TotalAmt |
| Program Services | $5,562 | ProgramServicesAmt |
| Management And General | $4,950 | ManagementAndGeneralAmt |
| Fundraising | $5,102 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,935 | TotalAmt |
| Program Services | $4,574 | ProgramServicesAmt |
| Management And General | $4,012 | ManagementAndGeneralAmt |
| Fundraising | $4,349 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,687 | TotalAmt |
| Program Services | $7,537 | ProgramServicesAmt |
| Management And General | $5,244 | ManagementAndGeneralAmt |
| Fundraising | $10,906 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634 | TotalAmt |
| Management And General | $634 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,275 | TotalAmt |
| Management And General | $17,275 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,391 | TotalAmt |
| Management And General | $100,391 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,676 | TotalAmt |
| Fundraising | $3,676 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,049 | TotalAmt |
| Program Services | $17,762 | ProgramServicesAmt |
| Management And General | $10,973 | ManagementAndGeneralAmt |
| Fundraising | $22,314 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,597 | TotalAmt |
| Program Services | $4,008 | ProgramServicesAmt |
| Management And General | $2,789 | ManagementAndGeneralAmt |
| Fundraising | $5,800 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,783 | TotalAmt |
| Program Services | $14,335 | ProgramServicesAmt |
| Management And General | $3,192 | ManagementAndGeneralAmt |
| Fundraising | $4,256 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,799 | TotalAmt |
| Management And General | $1,924 | ManagementAndGeneralAmt |
| Fundraising | $5,875 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,317 | TotalAmt |
| Program Services | $23,023 | ProgramServicesAmt |
| Management And General | $4,210 | ManagementAndGeneralAmt |
| Fundraising | $7,084 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030 | TotalAmt |
| Program Services | $646 | ProgramServicesAmt |
| Management And General | $449 | ManagementAndGeneralAmt |
| Fundraising | $935 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $53,085 | $53,085 | |
| OTHER UR EXPENSES | $16,000 | $16,000 | |
| GRANT EXPENSE | $15,476 | $15,476 | |
| DEVELOPMENT ACTIVITIES/EV | $10,770 | $10,770 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,658 | TotalAmt |
| Program Services | $2,910 | ProgramServicesAmt |
| Management And General | $1,408 | ManagementAndGeneralAmt |
| Fundraising | $3,340 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,338 | TotalAmt |
| Program Services | $1,481,210 | ProgramServicesAmt |
| Management And General | $228,933 | ManagementAndGeneralAmt |
| Fundraising | $242,195 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,945 | BOYAmt |
| EOY | $789 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,225 | BOYAmt |
| EOY | $2,137,397 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,112 | BOYAmt |
| EOY | $225,552 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,779 | BOYAmt |
| EOY | $6,139 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,113 | BOYAmt |
| EOY | $62,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,152,864 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $740,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,929 | BOYAmt |
| EOY | $412,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,644,435 | BOYAmt |
| EOY | $44,325,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,212 | BOYAmt |
| EOY | $2,212 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,243,750 | BOYAmt |
| EOY | $47,172,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,426 | BOYAmt |
| EOY | $168,030 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,818 | BOYAmt |
| EOY | $377,020 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,090,394 | BOYAmt |
| EOY | $5,288,102 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,571,969 | BOYAmt |
| EOY | $8,636,825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,103,607 | BOYAmt |
| EOY | $14,469,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,188,458 | BOYAmt |
| EOY | $5,021,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,459,604 | BOYAmt |
| EOY | $5,484,013 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,492,081 | BOYAmt |
| EOY | $22,197,698 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,140,143 | BOYAmt |
| EOY | $32,702,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,243,750 | BOYAmt |
| EOY | $47,172,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,038,051 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,469,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,901 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,742,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,293,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,802,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,674,551 | CurrentTaxYearAmt |
| Total | $8,088,498 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,742,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,293,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,802,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,674,551 | CurrentTaxYearAmt |
| Total | $8,088,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,081,003 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,007,495 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $675,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $938,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,020,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,456,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,497,105 | CurrentTaxYearAmt |
| Total | $5,588,261 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,937 | CurrentTaxYearAmt |
| Total | $53,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,730,308 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $184,474 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | 2010 BEQUEST/TRUST PROCEEDS 165,300 2012 BEQUEST 568,027 2011 BEQUEST 237,818 2014 BEQUEST 333,333 |
| PART II, LINE 10 | MISCELLANEOUS 53,549 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 48 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 7 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $409,412 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,900 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $373,184 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $9,292 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,668,308 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $171,484 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $5,090,394 | BeginningBalanceAmt |
| Additions During Year | $802,838 | AdditionsDuringYearAmt |
| Distributions During Year | $605,130 | DistributionsDuringYearAmt |
| Ending Balance | $5,288,102 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,105,773 | BeginningYearBalanceAmt |
| Contributions | $2,956,699 | ContributionsAmt |
| Investment Earnings Or Losses | $1,130,384 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,399,844 | OtherExpendituresAmt |
| End Year Balance | $30,793,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,822,464 | BeginningYearBalanceAmt |
| Contributions | $1,680,315 | ContributionsAmt |
| Investment Earnings Or Losses | $4,403,376 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,800,382 | OtherExpendituresAmt |
| End Year Balance | $28,105,773 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,556,973 | BeginningYearBalanceAmt |
| Contributions | $1,703,088 | ContributionsAmt |
| Investment Earnings Or Losses | $2,642,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,079,666 | OtherExpendituresAmt |
| End Year Balance | $23,822,464 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,498,677 | BeginningYearBalanceAmt |
| Contributions | $1,027,843 | ContributionsAmt |
| Investment Earnings Or Losses | -$497,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $471,827 | OtherExpendituresAmt |
| End Year Balance | $20,556,973 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,500,054 | BeginningYearBalanceAmt |
| Contributions | $667,833 | ContributionsAmt |
| Investment Earnings Or Losses | $2,735,690 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,404,900 | OtherExpendituresAmt |
| End Year Balance | $20,498,677 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16580 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72090 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,300 | OtherCostOrOtherBasisAmt |
| Book Value | $87,300 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $937,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $625,565 | DepreciationAmt |
| Book Value | $311,744 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,552 | DepreciationAmt |
| Book Value | $13,703 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $412,747 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO OTHER ORGANIZATIONS | $6,392,172 |
| REFUNDABLE ADVANCE | $1,120,385 |
| LIFE INTEREST PAYABLE | $874,709 |
| LIAB TO OTHER BENEFICIARY | $249,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,636,825 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,205,995 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,469,406 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,469,406 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,675,401 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,331 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $232,657 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $314,988 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,990,389 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,643,251 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,101 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,101 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,642,150 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,331 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $227,857 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $310,188 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,952,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 1B | OTHER ORGANIZATIONS HAVE FUNDS INVESTED IN THE MANAGED INVESTMENT ACCOUNTS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE. |
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | SEE RESPONSE TO PART IV, LINE 1B ABOVE. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE ESTABLISHED FOR GRANTING AND SCHOLARSHIPS. |
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING STANDARDS REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. TAX YEARS INCLUDING 2011 AND LATER ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. AREAS THAT IRS AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS OF A CHARITY INCLUDE, BUT MAY NOT BE LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND THEREFORE HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE ORGANIZATION IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THESE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | FASB 136 ADJUSTMENT 854,096 FASB 136 UNREALIZED GAIN ON INVESTMENTS -621,439 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | BOOK / TAX DEPRECIATION DIFFERENCE 1,101 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | FASB 136 ADJUSTMENT 227,857 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOMESTEAD CONSULTING | |||||||
| 671 N 36TH | LAFAYETTE | IN | 47905 | 311057335 | 3 | $5,200 | SERVER AND NETWORK |
| TIPPECANOE SCHOOL CORPORATION | |||||||
| 21 ELSTON RD | LAFAYETTE | IN | 47909 | 351438837 | GOV | $5,705 | VARIOUS PROGRAMS |
| LYN TREECE BOYS & GIRLS CLUB | |||||||
| 1529 N 10TH ST | LAFAYETTE | IN | 47904 | 351262269 | 3 | $5,803 | BUILDING REPAIRS |
| CENTRAL CATHOLIC JRSR HIGH SCHOOL | |||||||
| 2410 S 9TH ST | LAFAYETTE | IN | 47905 | 351376312 | 3 | $6,000 | GOLF AND MUSIC PROG |
| GOOD SHEPHERD CHURCH | |||||||
| 610 MERIDIAN ST | WEST LAFAYETTE | IN | 47906 | 351100293 | 3 | $6,000 | AGENCY DISCRETION |
| HARRISON HIGH SCHOOL | |||||||
| 5701 N 50 W | WEST LAFAYETTE | IN | 47906 | 351073190 | GOV | $6,000 | GOLF & MUSIC PROGRAM |
| JEFFERSON HIGH SCHOOL | |||||||
| 1801 S 18TH ST | LAFAYETTE | IN | 47905 | 356002558 | GOV | $6,000 | GOLF & MUSIC PROGRAM |
| LAFAYETTE CATHOLIC SCHOOLS FDN | |||||||
| 2410 S 9TH ST | LAFAYETTE | IN | 47909 | 351376312 | 3 | $6,000 | TUITION ASSISTANCE |
| IU WHITE MEMORIAL HOSPITAL | |||||||
| 720 S SIXTH ST | MONTICELLO | IN | 47960 | 273532963 | 3 | $7,195 | AGENCY DISCRETION |
| FAITH PROMISE OF GREATER LAFAYETTE | |||||||
| PO BOX 825 | LAFAYETTE | IN | 47902 | 260827155 | 3 | $7,421 | BEDS FOR GRADUATING |
| CITY OF LAFAYETTE | |||||||
| 1915 SCOTT ST | LAFAYETTE | IN | 47904 | 351940198 | GOV | $7,439 | FERRY ST MURALS |
| MCCUTCHEON HIGH SCHOOL ROBOTICS | |||||||
| 4951 OLD US HWY 231 S | LAFAYETTE | IN | 47909 | 351073190 | GOV | $7,500 | LEGO LEAGUE KITS |
| MONTICELLO UNION TOWNSHIP LIBRARY | |||||||
| 321 WEST BROADWAY ST | MONTICELLO | IN | 47960 | 351417640 | GOV | $7,899 | AGENCY DISCRETION |
| ST MATTHEW 25 SOUP KITCHEN | |||||||
| 612 WABASH AVE | LAFAYETTE | IN | 47905 | 351483485 | 3 | $8,432 | CONSTRUCTION/AGENCY |
| LAFAYETTE URBAN MINISTRY | |||||||
| 420 N 4TH ST | LAFAYETTE | IN | 47901 | 351182938 | 3 | $9,499 | 5 HVAC UNITS, AGENCY |
| TIPPECANOE COUNTY HISTORICAL ASSOCI | |||||||
| 1001 SOUTH ST | LAFAYETTE | IN | 47901 | 350890908 | 3 | $9,527 | SECURITY SYSTEM/AGEN |
| THE CENTER AT JENKS REST | |||||||
| 1915 SCOTT ST | LAFAYETTE | IN | 47904 | 351300844 | 3 | $9,669 | AGENCY DISCRETION |
| TIPPECANOE SOCCER ASSOCIATION | |||||||
| PO BOX 2034 | WEST LAFAYETTE | IN | 47996 | 351438837 | 3 | $10,000 | AGENCY DISCRETION |
| YMCA CAMP TECUMSEH | |||||||
| 12635 W TECUMSEH BEND RD | BROOKSTON | IN | 47923 | 237331099 | 3 | $10,031 | AGENCY DISCRETION |
| FAIRFIELD TOWNSHIP TRUSTEE | |||||||
| 718 WABASH AVE | LAFAYETTE | IN | 47905 | 356003251 | GOV | $10,325 | UTILITY VEHICLE |
| SWOPE ART MUSEUM | |||||||
| 25 S 7TH ST | TERRE HAUTE | IN | 47807 | 351125675 | 3 | $10,443 | AGENCY DISCRETION |
| RIGGS COMMUNITY HEALTH CENTER INC | |||||||
| 1716 HARTFORD ST | LAFAYETTE | IN | 47904 | 351965865 | 3 | $11,026 | AGENCY DISCRETION |
| RANDOLPH TOWNSHIP | |||||||
| 11319 US HIGHWAY 231 S | ROMNEY | IN | 47981 | 351734138 | GOV | $11,896 | AGENCY DISCRETION |
| WABASH CENTER | |||||||
| 2000 GREENBUSH ST | LAFAYETTE | IN | 47903 | 351115916 | 3 | $13,106 | AGENCY DISCRETION |
| LAFAYETTE SCHOOL CORPORATION | |||||||
| 2300 CASON ST | LAFAYETTE | IN | 47905 | 356002558 | GOV | $14,950 | VARIOUS |
| HABITAT FOR HUMANITY | |||||||
| 420 S FIRST ST | LAFAYETTE | IN | 47905 | 351607101 | 3 | $14,999 | HOME OFFICE ROOF |
| LEGAL AID | |||||||
| 212 N FIFTH ST | LAFAYETTE | IN | 47901 | 351187794 | 3 | $15,595 | COMPUTERS,AGENCY DIS |
| LAFAYETTE TRANSITIONAL HOUSING CENT | |||||||
| 615 N 18TH ST STE 103 | LAFAYETTE | IN | 47904 | 351781229 | 3 | $15,999 | AC UNIT & AGENCY DIS |
| NICHES | |||||||
| 1782 N 400 E | LAFAYETTE | IN | 47905 | 351964901 | 3 | $16,547 | AGENCY DISCRETION |
| MENTAL HEALTH AMERICA | |||||||
| 914 SOUTH ST | LAFAYETTE | IN | 47901 | 383653969 | 3 | $18,690 | SECURITY, AGENCY DIS |
| MATRIX PREGNANCY RESOURCE CENTER | |||||||
| 935 MEZZANINE DR STE A | LAFAYETTE | IN | 47905 | 310971746 | 3 | $18,748 | TECHNOLOGY/FURNITURE |
| LAFAYETTE PARKS FOUNDATION | |||||||
| 1915 SCOTT ST | LAFAYETTE | IN | 47904 | 351940198 | 3 | $19,950 | SHELTER HOUSE |
| JOYFUL JOURNEY INC | |||||||
| 30 ROBINHOOD PL | WEST LAFAYETE | IN | 47906 | 463599080 | 3 | $20,378 | AGENCY DISCRETION |
| LAFAYETTE SYMPHONY | |||||||
| PO BOX 52 | LAFAYETTE | IN | 47902 | 356029483 | 3 | $21,140 | COMPUTER EQUIPMENT |
| BOYS & GIRLS CLUB OF WHITE COUNTY | |||||||
| PO BOX 196 | MONTICELLO | IN | 47960 | 351262269 | 3 | $23,000 | CHALLENGE GRANT |
| WEST LAFAYETTE PARKS AND RECREATION | |||||||
| PO BOX 2391 | WEST LAFAYETTE | IN | 47906 | 356001233 | 3 | $24,160 | DINING COURT AT SAGA |
| LONG CENTER | |||||||
| 111 N 6TH ST | LAFAYETTE | IN | 479011415 | 350457570 | 3 | $24,581 | SECURITY, AGENCY DIS |
| LEADERSHIP LAFAYETTE | |||||||
| 250 MAIN ST STE 460 | LAFAYETTE | IN | 479011286 | 351537584 | 3 | $24,972 | AGENCY DISCRETION |
| ART MUSEUM OF GREATER LAFAYETTE | |||||||
| 102 S 10TH ST | LAFAYETTE | IN | 47905 | 350828754 | 3 | $25,087 | AGENCY DISCRETION |
| LAFAYETTE FAMILY YMCA | |||||||
| 1950 S 18TH ST | LAFAYETTE | IN | 479052099 | 350868213 | 3 | $32,349 | VARIOUS |
| LAFAYETTE ADULT RESOURCE ACADEMY | |||||||
| 1100 ELIZABETH ST | LAFAYETTE | IN | 47904 | 356002558 | 3 | $38,916 | AGENCY DISCRETION |
| THE CROSSING OF WHITE COUNTY | |||||||
| 401 W 2ND ST | MONTICELLO | IN | 47960 | 260588186 | 3 | $40,000 | JOB TRAINING INITIAT |
| HOME WITH HOPE | |||||||
| 1119 FERRY ST | LAFAYETTE | IN | 47905 | 310889885 | 3 | $42,800 | HVAC SYSTEM FOR APTS |
| TIPPECANOE ARTS FEDERATION | |||||||
| 638 NORTH STREET | LAFAYETTE | IN | 47901 | 310942566 | 3 | $46,028 | VARIOUS |
| YWCA OF GREATER LAFAYETTE | |||||||
| 605 N SIXTH ST | LAFAYETTE | IN | 47901 | 350868224 | 3 | $49,406 | DVIPP, GYM, AGENCY |
| CITY OF MONTICELLO PARKS DEPT | |||||||
| 904 CITY PARK | MONTICELLO | IN | 47960 | 356001121 | GOV | $60,000 | AMPHITHEATER AT ALTH |
| UNITED WAY OF GREATER LAFAYETTE | |||||||
| 1114 E STATE ST | LAFAYETTE | IN | 47905 | 350891621 | 3 | $80,651 | AGENCY DISCRETION |
| TIPPECANOE COUNTY PARKS AND REC | |||||||
| 4449 ST RD 43 NORTH | WEST LAFAYETTE | IN | 47996 | 352009765 | 3 | $132,444 | AGENCY DISCRETION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 63 | RecipientCnt |
| Cash Grant | $118,300 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION VERIFIES THE TAX STATUS FOR ALL GRANTEES THROUGH GUIDESTAR.ORG OR HTTP://WWW.IRS.GOV/CHARITIES-&-NON-PROFITS/SEARCH-FOR- CHARITIES. GRANTEES ARE SELECTED BASED ON COMMUNITY NEEDS DETERMINED ANNUALLY BY OUR BOARD FOR PROGRAMS OR ACTIVITIES THAT FULFILL CHARITABLE OR OTHER EXEMPT PURPOSES WITHIN THE MEANING OF CODE SECTION 170(C)(1) OR 170 (C)(2)(B) AND THAT ARE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. THE FOUNDATION RECEIVES EXPENSE DOCUMENTATION FROM THE GRANTEE FOR THE ORIGINALLY PROPOSED CHARITABLE PROJECT BEFORE RELEASING THE FUNDS DIRECTLY TO THE GRANTEE. UPON COMPLETION OF THE CHARITABLE PROJECT, THE GRANTEE IS REQUIRED TO COMPLETE A GRANT ASSESSMENT SURVEY. PERIODIC SITE VISITS ARE CONDUCTED BY COMMUNITY FOUNDATION STAFF AND BOARD MEMBERS TO OBSERVE THE RESULTS OF SELECTED PROJECTS IN ADDITION TO THE GRANT ASSESSMENT SURVEY RESPONSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | DOING BUSINESS AS: THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ENFORCEMENT IS BY THE BOARD OF DIRECTORS AS SITUATIONS MAY ARISE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | CEO'S SALARY IS DETERMINED BY THE BOARD WITH REFERENCE TO SIMILIAR POSITIONS BOTH NATIONALLY AND LOCALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | FASB 136 ADJUSTMENT -854,096 FASB 136 UNREALIZED GAIN ON INVESTMENTS 621,439 FASB 136 ADJUSTMENT 227,857 BOOK / TAX DEPRECIATION DIFFERENCE -1,101 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES SHOOK FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 EAST STATE STREET | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352113755 | EIN |
| Primary Activities | FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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