KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC (EIN 35-6086777)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202513219349313046
- Schema version
- 2024v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:48:57-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356086777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO COUNTY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOSC | BusinessNameControlTxt |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465802806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5742671901 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W BURKEY | PreparerPersonNm |
| PTIN | P00444925 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE M OVERBEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,545,090 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | (CONTINUED FROM FORM 990, PART I, LINE 1) OUR MISSION IS TO BRING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER TO INSPIRE GENEROSITY AND STRENGTHEN COMMUNITIES. WE GRANTED OVER 6.3M IN ARTS/CULTURE, CIVIC, HUMAN SERVICES, RECREATION, HEALTH, EDUCATION, ENVIRONMENT, AND FAITH BASED/RELIGION PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 277 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,629,199 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,563,209 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,081,670 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,171,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,002,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,275,580 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,360 | PYOtherRevenueAmt |
| CY Other Revenue | $2,055,966 | CYOtherRevenueAmt |
| PY Total Revenue | $17,717,260 | PYTotalRevenueAmt |
| CY Total Revenue | $11,066,451 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,833,762 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,113,441 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $900,853 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $844,866 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $553,543 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,690,522 | PYOtherExpensesAmt |
| CY Other Expenses | $1,830,447 | CYOtherExpensesAmt |
| PY Total Expenses | $9,425,137 | PYTotalExpensesAmt |
| CY Total Expenses | $9,788,754 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,292,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,277,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,766,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,187,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,618,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,176,441 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,147,984 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,011,033 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION: BRING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, TO INSPIRE GENEROSITY AND STRENGTHEN COMMUNITIES. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,042,070 | ExpenseAmt |
| Grant | $6,316,903 | GrantAmt |
| Revenue | $786,662 | RevenueAmt |
| Desc | GRANTMAKING - AWARDED 900 GRANTS TOTALING OVER 6.3 MILLION TO NONPROFITS AND CHARITABLE PROJECTS IN THE AREAS OF HUMAN SERVICES, FAITH BASED/RELIGION, EDUCATION, CIVIC, RECREATION, HEALTH, ARTS & CULTURE, AND ENVIRONMENTAL PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $908,067 | ExpenseAmt |
| Grant | $796,538 | GrantAmt |
| Revenue | $385,034 | RevenueAmt |
| Desc | SCHOLARSHIPS - AWARDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS PURSUING COLLEGE, UNIVERSITY OR TRADE SCHOOL EDUCATION (796,538 TO 200 AREA STUDENTS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,950,137 | 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 | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET STREET | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOSH GORDON | ||||||||
| PRESIDENT | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE YEAGER | ||||||||
| VICE PRESIDE | 1.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN STICHTER | ||||||||
| TREASURER | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHERYL HASTINGS | ||||||||
| SECRETARY | 0.70 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE BERGEN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BIBLER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GREG DEMOPOULOS | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| LISA FRAZZETTA-MANNING | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JEFFERSON HANKINS | ||||||||
| BOARD MEMBER | 0.70 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HOHMAN | ||||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LAURA KAUFMAN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ANITA KISHAN | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BRENT LAMB | ||||||||
| BOARD MEMBER | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| KATIE LECHLITNER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT REUST | ||||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA RIDLEY | ||||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |||
| KELSI ROTH | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JOSH SILVEUS | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAULA SLICK | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN TWOMBLY | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE M OVERBEY | ||||||||
| CEO | 40.50 | Yes (X) | $166,559 | $0 | $8,171 | 0.75 | ||
| LEANNE M FORD | ||||||||
| CFO | 40.00 | $122,585 | $0 | $3,627 | 1.75 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $289,144 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,798 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,563,209 | AllOtherContributionsAmt |
| Noncash Contributions | $602,687 | NoncashContributionsAmt |
| Total Contributions | $3,563,209 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,171,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,171,696 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,171,696 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,467,199 | TotalRevenueColumnAmt |
| Exclusion | $2,467,199 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,287,020 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,478,639 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,808,381 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,808,381 | TotalRevenueColumnAmt |
| Exclusion | $1,808,381 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GRANT REPAYMENT | 900099 | $1,494,132 | $1,494,132 | |
| GRANT RECOVERIES | 900099 | $556,464 | $556,464 | |
| OTHER INCOME | 900099 | $5,370 | $5,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,055,966 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,066,451 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,177,066 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,326,176 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,316,903 | TotalAmt |
| Program Services | $6,316,903 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,538 | TotalAmt |
| Program Services | $796,538 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,033 | TotalAmt |
| Program Services | $58,039 | ProgramServicesAmt |
| Management And General | $67,770 | ManagementAndGeneralAmt |
| Fundraising | $42,224 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,056 | TotalAmt |
| Program Services | $182,132 | ProgramServicesAmt |
| Management And General | $269,216 | ManagementAndGeneralAmt |
| Fundraising | $120,708 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,181 | TotalAmt |
| Program Services | $15,494 | ProgramServicesAmt |
| Management And General | $18,642 | ManagementAndGeneralAmt |
| Fundraising | $15,045 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,596 | TotalAmt |
| Program Services | $18,109 | ProgramServicesAmt |
| Management And General | $25,404 | ManagementAndGeneralAmt |
| Fundraising | $12,083 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,696 | TotalAmt |
| Program Services | $417,968 | ProgramServicesAmt |
| Management And General | $475,206 | ManagementAndGeneralAmt |
| Fundraising | $268,522 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,109 | TotalAmt |
| Management And General | $9,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,610 | TotalAmt |
| Management And General | $12,610 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,324 | TotalAmt |
| Management And General | $207,324 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,124 | TotalAmt |
| Management And General | $10,124 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,063 | TotalAmt |
| Program Services | $4,209 | ProgramServicesAmt |
| Management And General | $4,209 | ManagementAndGeneralAmt |
| Fundraising | $44,645 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,165 | TotalAmt |
| Program Services | $5,456 | ProgramServicesAmt |
| Management And General | $6,204 | ManagementAndGeneralAmt |
| Fundraising | $3,505 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,480 | TotalAmt |
| Program Services | $24,312 | ProgramServicesAmt |
| Management And General | $41,978 | ManagementAndGeneralAmt |
| Fundraising | $8,190 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,555 | TotalAmt |
| Program Services | $2,693 | ProgramServicesAmt |
| Management And General | $48,132 | ManagementAndGeneralAmt |
| Fundraising | $1,730 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,553 | TotalAmt |
| Program Services | $5,236 | ProgramServicesAmt |
| Management And General | $5,953 | ManagementAndGeneralAmt |
| Fundraising | $3,364 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,521 | TotalAmt |
| Program Services | $17,697 | ProgramServicesAmt |
| Management And General | $8,833 | ManagementAndGeneralAmt |
| Fundraising | $4,991 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,157 | TotalAmt |
| Program Services | $22,004 | ProgramServicesAmt |
| Management And General | $25,017 | ManagementAndGeneralAmt |
| Fundraising | $14,136 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,961 | TotalAmt |
| Management And General | $14,961 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $63,347 | $63,347 | ||
| MEMBERSHIPS/SUBSCRIPTIONS | $26,865 | $26,865 | ||
| DEVELOPMENT EXPENSES | $14,207 | $14,207 | ||
| MISCELLANEOUS | $7,710 | $7,517 | $193 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,788,754 | TotalAmt |
| Program Services | $7,950,137 | ProgramServicesAmt |
| Management And General | $1,285,074 | ManagementAndGeneralAmt |
| Fundraising | $553,543 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,882 | BOYAmt |
| EOY | $61,268 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,361,765 | BOYAmt |
| EOY | $3,676,759 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $439,940 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,503 | BOYAmt |
| EOY | $35,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,424,058 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $910,504 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,569 | BOYAmt |
| EOY | $513,554 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,311,783 | BOYAmt |
| EOY | $96,901,712 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,151 | BOYAmt |
| EOY | $153,788 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,565,317 | BOYAmt |
| EOY | $1,404,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,766,970 | BOYAmt |
| EOY | $103,187,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,822 | BOYAmt |
| EOY | $91,529 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,790,791 | BOYAmt |
| EOY | $4,115,387 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,760,373 | BOYAmt |
| EOY | $2,969,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,618,986 | BOYAmt |
| EOY | $7,176,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,421,881 | BOYAmt |
| EOY | $3,868,251 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,726,103 | BOYAmt |
| EOY | $92,142,782 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,147,984 | BOYAmt |
| EOY | $96,011,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,766,970 | BOYAmt |
| EOY | $103,187,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,277,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,275,664 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $309,688 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $7,906,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,787,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,482,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,629,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,563,209 | CurrentTaxYearAmt |
| Total | $36,368,698 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,906,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,787,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,482,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,629,199 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,563,209 | CurrentTaxYearAmt |
| Total | $36,368,698 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,279,293 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,089,405 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,203,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,606,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,496,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,467,199 | CurrentTaxYearAmt |
| Total | $9,671,286 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,050,596 | CurrentTaxYearAmt |
| Total | $2,050,596 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,090,580 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,299,024 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 74 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,173,583 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $50 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,776,024 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $516 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,722,362 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $16,037 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,527,131 | BeginningYearBalanceAmt |
| Contributions | $4,557,507 | ContributionsAmt |
| Investment Earnings Or Losses | $8,044,157 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,274,003 | GrantsOrScholarshipsAmt |
| Other Expenditures | $102,667 | OtherExpendituresAmt |
| Administrative Expenses | $996,734 | AdministrativeExpensesAmt |
| End Year Balance | $82,755,391 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,168,380 | BeginningYearBalanceAmt |
| Contributions | $6,228,810 | ContributionsAmt |
| Investment Earnings Or Losses | $8,042,917 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,996,983 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,777 | OtherExpendituresAmt |
| Administrative Expenses | $901,216 | AdministrativeExpensesAmt |
| End Year Balance | $73,527,131 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,249,215 | BeginningYearBalanceAmt |
| Contributions | $2,901,619 | ContributionsAmt |
| Investment Earnings Or Losses | $6,046,418 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,179,484 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,419 | OtherExpendituresAmt |
| Administrative Expenses | $807,969 | AdministrativeExpensesAmt |
| End Year Balance | $62,168,380 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,441,612 | BeginningYearBalanceAmt |
| Contributions | $1,724,172 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,971,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,948,239 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,655 | OtherExpendituresAmt |
| Administrative Expenses | $938,099 | AdministrativeExpensesAmt |
| End Year Balance | $56,249,215 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,650,617 | BeginningYearBalanceAmt |
| Contributions | $1,921,818 | ContributionsAmt |
| Investment Earnings Or Losses | $17,643,222 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,867,884 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,157 | OtherExpendituresAmt |
| Administrative Expenses | $867,004 | AdministrativeExpensesAmt |
| End Year Balance | $64,441,612 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18590 | 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 | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,089,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $700,921 | DepreciationAmt |
| Book Value | $388,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,863 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,583 | DepreciationAmt |
| Book Value | $110,280 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $513,554 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENTS | Desc |
| Amt | $2,969,525 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,969,525 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,841,423 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,275,664 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $518,840 | OtherRevenueAmt |
| Revenue Not Reported | $5,794,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,046,919 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $204,288 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,815,244 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,019,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,066,451 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,978,374 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,978,374 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $204,288 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,606,092 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,810,380 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,788,754 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW 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 2021, 2022, AND 2023 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 2D | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE 518,840 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUES 321,112 GRANT REPAYMENT 1,494,132 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 111,960 GRANT REPAYMENT 1,494,132 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (112 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 2ND MILE MISSIONS INC | |||||||||
| PO BOX 733 | WINONA LAKE | IN | 46590 | 472289755 | 501C3 | $75,125 | GENERAL SUPPORT | ||
| ACTS ALLOWING CHRIST TO SHINE | |||||||||
| PO BOX 841 | WARSAW | IN | 46581 | 800652537 | 501C3 | $25,000 | GENERAL SUPPORT | ||
| AKRON CHURCH OF GOD | |||||||||
| PO BOX 66 | AKRON | IN | 469100066 | 350886821 | 501C3 | $55,000 | GENERAL SUPPORT | ||
| AMERICAN RED CROSS - NORTHEAST IN | |||||||||
| 1212 E CALIFORNIA RD | FORT WAYNE | IN | 46825 | 530196605 | 501C3 | $16,291 | FIRE RELIEF PROGRAM | ||
| ANCILLA COLLEGE OF MARIAN UNIVERSIT | |||||||||
| 3200 COLD SPRINGS RD | INDIANAPOLIS | IN | 46222 | 350868175 | 501C3 | $13,514 | GENERAL SUPPORT | ||
| ANIMAL WELFARE LEAGUE | |||||||||
| PO BOX 1906 | WARSAW | IN | 465811906 | 351782336 | 501C3 | $39,073 | GENERAL SUPPORT | ||
| ANIMO INC | |||||||||
| 16485 MAINES VALLEY DR | NOBLESVILLE | IN | 46062 | 970819898 | 501C3 | $20,000 | GENERAL SUPPORT | ||
| ATWOOD ALDERSGATE UNITED METHODIST | |||||||||
| PO BOX 93 | ATWOOD | IN | 46502 | 351559017 | 501C3 | $7,431 | GENERAL SUPPORT | ||
| ATWOOD COMMUNITY BUILDING | |||||||||
| PO BOX 51 | ATWOOD | IN | 465020051 | 237046857 | 501C3 | $9,017 | GENERAL SUPPORT | ||
| ATWOOD OTTERBEIN CHURCH | |||||||||
| PO BOX 98 | ATWOOD | IN | 46502 | 351593176 | 501C3 | $7,780 | GENERAL SUPPORT | ||
| BAKER YOUTH CLUB | |||||||||
| 1401 E SMITH ST | WARSAW | IN | 46580 | 350888006 | 501C3 | $59,688 | AFTERSCHOOL/GEN SUP | ||
| BELL MEMORIAL PUBLIC LIBRARY | |||||||||
| PO BOX 368 | MENTONE | IN | 465390368 | 351479058 | GOV | $16,304 | GENERAL SUPPORT | ||
| BOOMERANG BACKPACKS INC | |||||||||
| 4616 E DUPONT RD STE C | FORT WAYNE | IN | 46825 | 800570852 | 501C3 | $5,500 | FOOD PROGRAM | ||
| BRIGHTPOINT | |||||||||
| PO BOX 10570 | FORT WAYNE | IN | 468530570 | 351111819 | 501C3 | $9,000 | FAMILY PROGRAM | ||
| BUTLER UNIVERSITY | |||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | 350867977 | 501C3 | $5,495 | GENERAL SUPPORT | ||
| CANCER SERVICES OF NE INDIANA | |||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | 350965609 | 501C3 | $13,191 | CLIENT ADVOCATE PRGM | ||
| CARDINAL SERVICES INC OF INDIANA | |||||||||
| 504 N BAY DR | WARSAW | IN | 46580 | 356005615 | 501C3 | $14,592 | GENERAL SUPPORT | ||
| CASA OF KOSCIUSKO COUNTY INC | |||||||||
| 121 N LAKE ST | WARSAW | IN | 465802783 | 351944123 | 501C3 | $34,399 | FESTIVAL/SUPPORT | ||
| CATHERINE PEACHEY FUND | |||||||||
| 13839 ROYAL SADDLE DR | CARMEL | IN | 46032 | 365076360 | 501C3 | $7,000 | CANCER RESEARCH | ||
| CATHOLIC CHARITIES DIOCESE OF FW | |||||||||
| PO BOX 10630 | FORT WAYNE | IN | 46583 | 351038653 | 501C3 | $11,192 | GENERAL SUPPORT | ||
| CATHOLIC RELIEF SERVICES | |||||||||
| PO BOX 5200 | HARLAN | IA | 51593 | 135563422 | 501C3 | $11,192 | HUMANITARIAN AID | ||
| CHURCH OF CHRIST ETNA GREEN | |||||||||
| PO BOX 177 | ETNA GREEN | IN | 46524 | 351536505 | 501C3 | $30,250 | GENERAL SUPPORT | ||
| CITY CHURCH FOR ALL NATIONS | |||||||||
| 1200 N RUSSELL RD | BLOOMINGTON | IN | 47408 | 010830345 | 501C3 | $50,000 | GENERAL SUPPORT | ||
| CITY OF WARSAW | |||||||||
| 102 S BUFFALO ST | WARSAW | IN | 46580 | 356001227 | GOV | $10,500 | PUBLIC ART COMMISS. | ||
| COMBINED COMMUNITY SERVICES | |||||||||
| 1195 MARINERS DR | WARSAW | IN | 46582 | 351615506 | 501C3 | $28,422 | GENERAL SUPPORT | ||
| DESTINY RESCUE USA INC | |||||||||
| 10339 DAWSONS CREEK BLVD | FORT WAYNE | IN | 46825 | 262467690 | 501C3 | $35,000 | GENERAL SUPPORT | STE C | |
| EARLY CHILDHOOD ALLIANCE | |||||||||
| 3800 N ANTHONY | FORT WAYNE | IN | 46805 | 350953465 | 501C3 | $10,000 | LEARNING HOME | ||
| EDGEWOOD MIDDLE SCHOOL | |||||||||
| 900 S UNION ST | WARSAW | IN | 46580 | 356002915 | GOV | $19,641 | FOOD DRIVE | ||
| EMIT USA INC | |||||||||
| PO BOX 26369 | COLORADO SPRINGS | CO | 80936 | 841271745 | 501C3 | $68,500 | GENERAL SUPPORT | ||
| ETNA GREEN UNITED METHODIST CHURCH | |||||||||
| PO BOX 161 | ETNA GREEN | IN | 46524 | 351582803 | 501C3 | $7,431 | GENERAL SUPPORT | ||
| FELLOWSHIP MISSIONS | |||||||||
| PO BOX 382 | WINONA LAKE | IN | 46590 | 272518264 | 501C3 | $168,495 | HOUSING/GEN SUPPORT | ||
| FIRST BAPTIST CHURCH OF MENTONE | |||||||||
| PO BOX 505 | MENTONE | IN | 46539 | 351507118 | 501C3 | $11,864 | GENERAL SUPPORT | ||
| FIRST UNITED METHODIST CHURCH | |||||||||
| 179 S INDIANA ST | WARSAW | IN | 465802805 | 350876369 | 501C3 | $5,639 | GENERAL SUPPORT | ||
| FRANKLIN COLLEGE | |||||||||
| 101 BRANIGIN BLVD | FRANKLIN | IN | 46131 | 350868086 | 501C3 | $12,000 | GENERAL SUPPORT | FINANCIAL AID OFFICE | |
| GIRL SCOUTS OF NORTHERN INDIANA | |||||||||
| 10008 DUPONT CIR DR E | FORT WAYNE | IN | 46825 | 350868091 | 501C3 | $5,728 | SCOUT LEADERSHIP EXP | ||
| GLOBAL DISCIPLES | |||||||||
| 315 W JAMES ST STE 202 | LANCASTER | PA | 17603 | 232854114 | 501C3 | $25,000 | GENERAL SUPPORT | ||
| GRACE COLLEGE AND SEMINARY | |||||||||
| 1 LANCER WAY | WINONA LAKE | IN | 46590 | 350868095 | 501C3 | $83,294 | LAKES & STREAMS | ||
| GRACE VILLAGE HEALTH CARE FACILITY | |||||||||
| 337 GRACE VILLAGE DR | WINONA LAKE | IN | 46590 | 351447417 | 501C3 | $7,531 | GENERAL SUPPORT | ||
| HABITAT FOR HUMANITY OF KOSCIUSKO | |||||||||
| PO BOX 1913 | WARSAW | IN | 46581 | 351830351 | 501C3 | $1,020,701 | HOUSING | COUNTY | |
| HARRISON ELEMENTARY SCHOOL | |||||||||
| 1300 HUSKY TRL | WARSAW | IN | 46582 | 356002915 | GOV | $6,321 | PERSONAL HYGIENE | ||
| HEALTH FIRST FOUNDATION INC | |||||||||
| 1350 S HICKORY ST | MELBOURNE | FL | 32901 | 593528774 | 501C3 | $5,645 | GENERAL SUPPORT | ||
| HEART SOUL MIND & STRENGTH | |||||||||
| 1812 N DETROIT ST | WARSAW | IN | 46580 | 471658718 | 501C3 | $11,000 | GENERAL SUPPORT | ||
| HEARTLINE PREGNANCY CENTER INC | |||||||||
| 1515 PROVIDENT DR STE 180 | WARSAW | IN | 465803294 | 351620996 | 501C3 | $20,351 | GENERAL SUPPORT | ||
| HOOSIERS FOR GOOD | |||||||||
| 642 N MADISON ST STE 106 | BLOOMINGTON | IN | 47404 | 880984541 | 501C3 | $25,000 | GENERAL SUPPORT | ||
| HOPE'S HARBOR HOSPITALITY HOMES | |||||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | 352032408 | 501C3 | $5,050 | FAMILY ACCOMMODATION | ||
| HUMANITY AND HOPE UNITED FOUNDATION | |||||||||
| PO BOX 1594 | WARSAW | IN | 465811594 | 274084348 | 501C3 | $90,000 | GENERAL SUPPORT | ||
| JOE'S KIDS | |||||||||
| 902 PROVIDENT DR STE C | WARSAW | IN | 46580 | 464095781 | 501C3 | $34,168 | GENERAL SUPPORT | ||
| JUNIOR ACHIEVEMENT SERVING WARSAW | |||||||||
| 1774 S WOODFIELD TRL | WARSAW | IN | 46580 | 350922731 | 501C3 | $11,181 | JA BIZTOWN | ||
| KOSCIUSKO COMMUNITY YMCA | |||||||||
| 1305 MARINERS DR | WARSAW | IN | 46582 | 351068182 | 501C3 | $48,734 | CHILD CARE PROGRAM | ||
| KOSCIUSKO COUNTY COUNCIL ON AGING | |||||||||
| 800 N PARK AVE | WARSAW | IN | 46580 | 351451472 | 501C3 | $21,724 | TRANSPORATION/MEALS | ||
| KOSCIUSKO COUNTY HISTORICAL SOCIETY | |||||||||
| PO BOX 1071 | WARSAW | IN | 465811071 | 311016772 | 501C3 | $7,457 | GENERAL SUPPORT | ||
| KOSCIUSKO COUNTY SHELTER FOR ABUSE | |||||||||
| PO BOX 654 | WINONA LAKE | IN | 465900654 | 351656375 | 501C3 | $46,747 | ROOF REPAIRS | ||
| KOSCIUSKO COUNTY SHERIFF'S DEPT | |||||||||
| 221 W MAIN ST | WARSAW | IN | 46580 | 456000166 | GOV | $20,996 | THERMAL DRONES | ||
| KOSCIUSKO LEADERSHIP ACADEMY | |||||||||
| PO BOX 1387 | WARSAW | IN | 46581 | 621433316 | 501C3 | $7,979 | GENERAL SUPPORT | ||
| LAKELAND CHILD EVANGELISM MIN | |||||||||
| PO BOX 612 | WINONA LAKE | IN | 46590 | 351142326 | 501C3 | $5,500 | GENERAL SUPPORT | ||
| LAKELAND CHRISTIAN ACADEMY ASSOC | |||||||||
| 1093 S 250 E | WINONA LAKE | IN | 465905763 | 351327583 | 501C3 | $47,445 | GENERAL SUPPORT | ||
| LAWRENCE D BELL AIRCRAFT MUSEUM | |||||||||
| PO BOX 411 | MENTONE | IN | 46539 | 510145792 | 501C3 | $6,910 | GENERAL SUPPORT | ||
| LEESBURG UNITED METHODIST CHURCH | |||||||||
| PO BOX 175 | LEESBURG | IN | 46538 | 351356575 | 501C3 | $6,596 | GENERAL SUPPORT | ||
| LEESBURG VOLUNTEER FIRE DEPT | |||||||||
| 6396 N OLD STATE ROAD 15 | LEESBURG | IN | 465389044 | 900104314 | 501C3 | $10,994 | GENERAL SUPPORT | ||
| LESEA GLOBAL FEED THE HUNGRY | |||||||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | 320053249 | 501C3 | $5,062 | GENERAL SUPPORT | ||
| LOST SPARROWS | |||||||||
| PO BOX 751 | WINONA LAKE | IN | 46590 | 822751938 | 501C3 | $14,125 | TRAUMA CONFERENCE | ||
| MENTONE UNITED METHODIST CHURCH | |||||||||
| PO BOX 456 | MENTONE | IN | 46539 | 351574776 | 501C3 | $7,500 | GENERAL SUPPORT | ||
| MILFORD FOOD BANK | |||||||||
| PO BOX 116 | MILFORD | IN | 46542 | 863382997 | 501C3 | $7,250 | FOOD TO FIGHT HUNGER | ||
| MILFORD PUBLIC LIBRARY | |||||||||
| PO BOX 269 | MILFORD | IN | 465420269 | 351109840 | GOV | $6,139 | GENERAL SUPPORT | ||
| OAKWOOD FOUNDATION INC | |||||||||
| PO BOX 323 | SYRACUSE | IN | 46567 | 351893123 | 501C3 | $65,387 | GENERAL SUPPORT | ||
| OPERATION READ | |||||||||
| PO BOX 796 | WARSAW | IN | 46581 | 351900716 | 501C3 | $13,385 | LITERACY PROGRAM | ||
| OUR FATHER'S HOUSE | |||||||||
| 2114 E WINONA AVE | WARSAW | IN | 46580 | 352029493 | 501C3 | $9,500 | GENERAL SUPPORT | ||
| PURDUE RESEARCH FOUNDATION INC | |||||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | 351052049 | 501C3 | $20,479 | GENERAL SUPPORT | ||
| RILEY CHILDREN'S FOUNDATION | |||||||||
| 500 N MERIDIAN ST STE 100 | INDIANAPOLIS | IN | 46204 | 350868147 | 501C3 | $46,922 | GENERAL SUPPORT | ||
| SACRED HEART CATHOLIC CHURCH | |||||||||
| 125 N HARRISON ST | WARSAW | IN | 46580 | 350876373 | 501C3 | $32,670 | DISCIPLESHIP PROGRAM | ||
| SACRED HEART CATHOLIC ELEMENTARY | |||||||||
| 135 N HARRISON ST | WARSAW | IN | 465803728 | 350876373 | 501C3 | $24,474 | CONFERENCE/SUPPORT | ||
| SAFE HARBOR CHILD ADVOCACY CENTER | |||||||||
| 1515 PROVIDENT DR | WARSAW | IN | 46580 | 844729141 | 501C3 | $10,000 | VICTIM'S ADVOCATE | ||
| SAINT ANNE'S CHURCH | |||||||||
| 424 W MARKET ST | WARSAW | IN | 46580 | 351323902 | 501C3 | $13,242 | GENERAL SUPPORT | ||
| SCOUTING AMERICA | |||||||||
| 8315 W JEFFERSON BLVD | FORT WAYNE | IN | 468048320 | 350876343 | 501C3 | $12,813 | GENERAL SUPPORT | ||
| SLEEP IN HEAVENLY PEACE | |||||||||
| PO BOX 2905 | PHOENIX | AZ | 85062 | 464346568 | 501C3 | $20,500 | BEDS/ SUPPORT | ||
| ST JUDE CHILDREN'S RESEARCH HOSP | |||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | 620646012 | 501C3 | $6,596 | GENERAL SUPPORT | ||
| STILLWATER HOSPICE | |||||||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 46814 | 351687026 | 501C3 | $167,944 | HELP CENTER | ||
| THE MAGICAL MEADOWS INC | |||||||||
| 3386 E 525 N | WARSAW | IN | 46582 | 261154624 | 501C3 | $12,000 | GENERAL SUPPORT | ||
| THE SALVATION ARMY | |||||||||
| 501 E ARTHUR ST | WARSAW | IN | 46580 | 222406433 | 501C3 | $23,765 | GENERAL SUPPORT | ||
| TIPPECANOE VALLEY SCHOOL CORP | |||||||||
| 8343 S STATE ROAD 19 | AKRON | IN | 46910 | 351072268 | GOV | $64,528 | EARLY LEARNING ACAD. | ||
| TOWN OF LEESBURG | |||||||||
| PO BOX 372 | LEESBURG | IN | 465380372 | 356001087 | GOV | $10,994 | GENERAL SUPPORT | ||
| TOWN OF NORTH WEBSTER | |||||||||
| PO BOX 95 | NORTH WEBSTER | IN | 46555 | 356007223 | GOV | $50,000 | BIKE TRAIL | ||
| UNITED WAY OF KOSCIUSKO COUNTY INC | |||||||||
| PO BOX 923 | WARSAW | IN | 465810923 | 351044331 | 501C3 | $8,518 | GENERAL SUPPORT | ||
| WAGON WHEEL CENTER FOR THE ARTS | |||||||||
| 2515 E CENTER ST | WARSAW | IN | 46580 | 263885020 | 501C3 | $32,719 | GENERAL SUPPORT | ||
| WARSAW BIBLICAL GARDENS | |||||||||
| 347 N BUFFALO ST | WARSAW | IN | 46580 | 471565096 | 501C3 | $5,151 | GENERAL SUPPORT | ||
| WARSAW COMMUNITY CHURCH | |||||||||
| 1855 S COUNTY FARM RD | WARSAW | IN | 46580 | 351909524 | 501C3 | $145,130 | GENERAL SUPPORT | ||
| WARSAW COMMUNITY SCHOOL CORPORATION | |||||||||
| PO BOX 288 | WARSAW | IN | 46581 | 356002915 | GOV | $8,091 | STEM/SUPPORT | ||
| WARSAW EDUCATION FOUNDATION | |||||||||
| 1 TIGER LN | WARSAW | IN | 465811343 | 351719646 | 501C3 | $5,759 | GENERAL SUPPORT | ||
| WARSAW PARKS & RECREATION DEPT | |||||||||
| 123 E FORT WAYNE ST | WARSAW | IN | 46580 | 356001227 | GOV | $7,000 | SUMMER CONCERTS | ||
| WAWASEE AREA CONSERVANCY FOUNDATION | |||||||||
| PO BOX 548 | SYRACUSE | IN | 46567 | 351832807 | 501C3 | $12,802 | GENERAL SUPPORT | ||
| WAWASEE COMMUNITY SCHOOL CORP | |||||||||
| 801 S SYCAMORE ST | SYRACUSE | IN | 465679170 | 351073192 | GOV | $104,001 | EARLY LEARNING CENT. | ||
| WAWASEE HIGH SCHOOL | |||||||||
| 1 WARRIOR PATH | SYRACUSE | IN | 46567 | 351073192 | GOV | $6,645 | PROGRAMS/SUPPORT | ||
| WINONA LAKE GRACE BRETHREN CHURCH | |||||||||
| 1200 KINGS HWY | WINONA LAKE | IN | 46590 | 351319207 | 501C3 | $100,000 | GENERAL SUPPORT | ||
| WORLD COMPASSION NETWORK INC | |||||||||
| PO BOX 1152 | WARSAW | IN | 465811152 | 352157111 | 501C3 | $27,250 | HURRICANE/ GEN SUP | ||
| BOWEN HEALTH INC | |||||||||
| 2621 E JEFFERSON ST | WARSAW | IN | 46580 | 351057889 | 501C3 | $7,500 | HOUSING STABLIZ. PRG | ||
| CAPSTONE FREE METHODIST CHURCH INC | |||||||||
| 2033 S 150 W | WARSAW | IN | 46580 | 501C3 | $45,180 | PLAYGROUND | |||
| COMMUNITY FOUNDATION OF ELKHART | |||||||||
| 240 E JACKSON BLVD STE 104 | ELKHART | IN | 46516 | 311255886 | 501C3 | $10,000 | NONPROFIT ROUNDTABLE | COUNTY | |
| EASTERN TENNESSEE FOUNDATION | |||||||||
| 520 W SUMMIT HILL DR STE 1101 | KNOXVILLE | TN | 37902 | 620807696 | 501C3 | $5,754 | HURRICANE RELIEF | ||
| FELLOWSHIP OF CATHOLIC UNIVERSITY | |||||||||
| PO BOX 17408 | DENVER | CO | 80217 | 841522811 | 501C3 | $7,400 | MISSIONARY PROJECT | STUDENTS | |
| FRIENDS OF HOPE AFRICA UNIVERSITY | |||||||||
| PO BOX 580 | SPRING ARBOR | MI | 49283 | 320148937 | 501C3 | $30,000 | GENERAL SUPPORT | ||
| GREATER WARSAW COOPERATIVE | |||||||||
| 1436 W 300 N | WARSAW | IN | 46582 | 351406958 | 501C3 | $6,000 | NEW CLASSROOM | PRESCHOOL | |
| HONEYWELL FOUNDATION INC | |||||||||
| 275 W MARKET ST | WABASH | IN | 46992 | 350390706 | 501C3 | $5,704 | ART PROGRAMS | ||
| INDIANA UNIVERSITY FOUNDATION | |||||||||
| PO BOX 6460 | INDIANAPOLIS | IN | 46206 | 356018940 | 501C3 | $27,750 | GENERAL SUPPORT | ||
| INTEND INDIANA INC | |||||||||
| 1704 BELLEFONTAINE ST | INDIANAPOLIS | IN | 46202 | 351704590 | 501C3 | $1,504,500 | MORTGAGE PROGRAM | ||
| MATER DEI HIGH SCHOOL | |||||||||
| 1202 EDINGER AVE | SANTA ANN | CA | 92707 | 951648193 | 501C3 | $6,550 | GIRL'S LACROSSE | ||
| PATHWAY CHURCH | |||||||||
| 2402 W OLD ROAD 30 | WARSAW | IN | 46580 | 351508248 | 501C3 | $5,481 | GENERAL SUPPORT | ||
| SERENITY HOUSE INC | |||||||||
| 2438 COUNTY ROAD 50 | AUBURN | IN | 46706 | 351938742 | 501C3 | $22,000 | HVAC REPLACEMENT | ||
| SYRACUSE POLICE DEPARTMENT | |||||||||
| 310 N HUNTINGTON ST | SYRACUSE | IN | 46567 | GOV | $20,000 | MOBILE DATA TERMINAL | |||
| TIPPECANOE VALLEY HIGH SCHOOL | |||||||||
| 8345 S STATE ROAD 19 | AKRON | IN | 46910 | 351072268 | GOV | $14,119 | PROGRAM SUPPLIES | ||
| TIPPECANOE VALLEY MIDDLE SCHOOL | |||||||||
| 11303 W 800 S | AKRON | IN | 46910 | 351072268 | GOV | $6,015 | GENERAL SUPPORT | ||
| WHITKO EARLY LEARNING ACADEMY | |||||||||
| 710 N STATE ROAD 5 | LARWILL | IN | 46764 | 351084258 | 501C3 | $46,417 | PLAYGROUND EXPANSION | ||
| WHITLEY COUNTY CONSOLIDATED SCHOOLS | |||||||||
| 107 N WALNUT ST | COLUMBIA CITY | IN | 46725 | 351800881 | GOV | $60,000 | CHILDCARE EXPANSION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 112 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 465 | RecipientCnt |
| Cash Grant | $796,538 | 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 | DEPENDING ON THE TYPE OF FUND FROM WHICH A GRANT IS MADE, THE COMMUNITY FOUNDATION IMPLEMENTS ONE OF THE FOLLOWING GRANT MONITORING PROCESSES: 1) THE GRANTEE ACKNOWLEDGES BY DEPOSITING THE GRANT CHECK THAT THEY AGREE TO USE THE FUNDS FOR THE PURPOSE FOR WHICH THEY WERE GRANTED. THE COMMUNITY FOUNDATION RESERVES THE RIGHT TO ASK FOR A REFUND OF FUNDS IF THE GRANTEE MISUSES THE FUNDS. 2) THE GRANTEE DOES NOT RECEIVE APPROVED FUNDS UNTIL THEY CAN SHOW PROOF OF EXPENDITURE, RECEIPTS MUST BE SUBMITTED WITHIN 30 DAYS. ADDITIONALLY, THE GRANTEE IS REQUIRED TO SUBMIT A FINAL REPORT TO THE COMMUNITY FOUNDATION (USUALLY WITHIN ONE YEAR OF THE GRANT APPROVAL DATE) OUTLINING HOW THE FUNDS WERE USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE M OVERBEY | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $166,559 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $4,997 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $3,174 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $174,730 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $602,687 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE COMMUNITY FOUNDATION: BRING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, TO INSPIRE GENEROSITY AND STRENGTHEN COMMUNITIES. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. |
| FORM 990, PAGE 6, PART VI, LINE 1A | DESCRIPTION OF DELEGATION OF AUTHORITY TO EXECUTIVE COMMITTEE: BYLAWS OF THE COMMUNITY FOUNDATION AS AMENDED NOVEMBER 10, 2014 STATE THE FOLLOWING: SECTION 4.01. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS, THE CEO OF THE FOUNDATION, AND THE CHAIRS OF THE PUBLIC RELATIONS, FINANCE AND INVESTMENT, GRANT AND SCHOLARSHIP, DONOR RELATIONS, AND GOVERNANCE COMMITTEES (ALL MEMBERS OF THE BOARD OF DIRECTORS). SECTION 4.02. POWERS OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY LAW OR BY RESOLUTION OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO AMEND THE BY-LAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | UPON COMPLETION OF THE FORM 990, AN ELECTRONIC VERSION OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS AT LEAST THREE DAYS BEFORE THE SECOND MONDAY OF NOVEMBER. AT THE NOVEMBER BOARD MEETING, WHICH TAKES PLACE ON THE SECOND MONDAY, THE BOARD TREASURER PRESENTS THE FORM 990 FOR ACCEPTANCE. THE BOARD VOTES TO ACCEPT OR NOT ACCEPT THE FORM 990 AS PRESENTED. IF ACCEPTED, THE FORM 990 IS THEN SUBMITTED TO THE IRS. IF NOT ACCEPTED, THE FORM 990 WILL BE REVISED UNTIL ACCEPTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE COMMUNITY FOUNDATION REQUIRES A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM FROM ALL BOARD MEMBERS AND FROM ANY COMMITTEE MEMBER WHO IS IN A POSITION TO RECOMMEND GRANT DISTRIBUTIONS. DISCLOSURE FORMS ARE RENEWED AND RE-SIGNED ANNUALLY OR EACH TIME THEY (BOARD MEMBERS) SERVE ON A GRANT OR SCHOLARSHIP COMMITTEE. THE CEO COLLECTS AND REVIEWS THE DISCLOSURE FORMS AS THEY ARE RETURNED AND MAKES SURE THAT ALL WHO ARE REQUIRED TO COMPLETE A DISCLOSURE FORM HAVE DONE SO. WHEN AN INDIVIDUAL REPORTS AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THE COMMUNITY FOUNDATION FOLLOWS THE PROCEDURES OUTLINED IN ITS POLICY FOR DISCLOSURE OF CONFLICTS TO THE APPLICABLE BODY OF DECISION-MAKERS AND RECUSAL OF INDIVIDUAL(S) WITH CONFLICTS FROM THE DECISION-MAKING PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FOLLOWING PROCESS WAS UNDERTAKEN IN FISCAL YEAR 2023/2024, WITH RESPECT TO COMPENSATION PAID TO THE CEO IN FISCAL YEAR 2024/2025. THE BOARD PRESIDENT AND THE CEO COMPLETE A FORMAL REVIEW INSTRUMENT INDEPENDENTLY AND THEN REVIEW RESULTS. THE BOARD PRESIDENT MEETS WITH THE EXECUTIVE COMMITTEE; THE CEO DOES NOT ATTEND. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE IN THE AREAS OF BOARD RELATIONS; STAFF PLANNING AND SUPERVISION; GRANTS AND PROGRAM MANAGEMENT; AND PUBLIC RELATIONS AND RESOURCE DEVELOPMENT. THE EXECUTIVE COMMITTEE THEN DETERMINES CONTINUED EMPLOYMENT, THE STRENGTHS AND POSSIBLE AREAS OF IMPROVEMENT AND COMPENSATION. THIS INFORMATION IS THEN SHARED WITH THE CEO. IN PREPARATION FOR THE CEO EVALUATION, THE COMMUNITY FOUNDATION PRESIDENT (AS CHAIR OF THE EXECUTIVE COMMITTEE) IS PROVIDED A COMPILATION OF THE COUNCIL ON FOUNDATIONS' NATIONWIDE SALARY INFORMATION. THE PRESIDENT IS ALSO PROVIDED WITH COMMUNITY FOUNDATION SALARY INFORMATION FOR THE STATE OF INDIANA AND ALSO FOR THE NORTHEAST REGION OF INDIANA. MINUTES OF THE EXECUTIVE COMMITTEE'S COMPENSATION DELIBERATIONS AND DECISIONS ARE PREPARED NO LATER THAN THE NEXT MEETING OF THE EXECUTIVE COMMITTEE, OR SIXTY DAYS AFTER THE DATE OF THE MEETING AT WHICH THE COMPENSATION IS APPROVED, WHICHEVER IS LATER. |
| FORM 990, PAGE 6, PART VI, LINE 15B | N/A-THE COMMUNITY FOUNDATION HAS NO "OTHER OFFICERS OR KEY EMPLOYEES" TO REPORT ON. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW IN OUR PUBLIC REVIEW FILE, WHICH INCLUDES FORM 1023, ARTICLES OF INCORPORATION, BYLAWS, IRS DETERMINATION LETTER, AND STATE SALES TAX EXEMPTION CERTIFICATE. ADDITIONAL PUBLIC REVIEW DOCUMENTS ARE MADE AVAILABLE ON OUR WEBSITE, WWW.KCFOUNDATION.ORG, INCLUDING: A LIST OF BOARD AND STAFF MEMBERS, IRS FORM 990S FROM THE PAST FIVE YEARS, POLICES (SUCH AS POLICY ON DONATIONS, INVESTMENT POLICY, CONFLICT OF INTEREST POLICY), LINKS TO OUR GRANT AND SCHOLARSHIP APPLICATIONS, SAMPLE FUND AGREEMENT FORMS, AND OUR AUDITED FINANCIAL STATEMENTS FROM THE LAST FIVE YEARS. |
| FORM 990, PART VII | SECTION A, LINE 1A - COLUMN (B) - ESTIMATE OF THE AVERAGE HOURS PER WEEK FOR A RELATED ORGANIZATION: STEPHANIE OVERBEY SERVED .75 VOLUNTEER HOURS PER WEEK ON THE BOARD OF DIRECTORS FOR ORTHOPEDICS CAPITAL FOUNDATION, INC., A RELATED ORGANIZATION AND SUPPORTING ORGANIZATION OF THE KOSCIUSKO COUNTY COMMUNITY FOUNDATION. |
| FORM 990, PART XI, LINE 9 | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE 518,840 AGENCY FUND REVENUES -321,112 GRANT REPAYMENT -1,494,132 AGENCY FUND EXPENSES 111,960 GRANT REPAYMENT 1,494,132 TOTAL 309,688 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPEDICS CAPITAL FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271038452 | EIN |
| Primary Activities | CHARITY/ED | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | 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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