2015-11-09T10:02:23-06:00 2014-12-31 351476702 BRADY WARE & SCHOENFELD INC ONE WOODSIDE DRIVE RICHMOND IN 47374 990 2014-01-01 351406033 WAYNE COUNTY INDIANA FOUNDATION INC WAYN 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 STEPHEN C BORCHERS EXECUTIVE DIRECTOR 7659621638 2015-11-05 1 SUZANNE K MILLER CPA P00452655 7659660531 2015-10-09 2014 2016-04-25 22:37:26Z STEPHEN C BORCHERS 33 SOUTH 7TH STREET RICHMOND IN 47374 14740535 0 X WWW.WAYNECOUNTYFOUNDATION.ORG X 1978 IN TO ATTRACT, RECEIVE, HOLD AND DISTRIBUTE CONTRIBUTED FUNDS FOR THE BENEFIT OF WAYNE COUNTY, IN. 15 15 6 70 7744 0 3370355 3134338 424683 472761 1731441 2217721 31307 76064 5557786 5900884 1308147 1465026 0 0 334309 350068 0 0 137330 792316 812392 2434772 2627486 3123014 3273398 35278802 38224981 1634791 1811598 33644011 36413383 TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. 0 0 982395 982395 544127 GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 266 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. 482631 482631 SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 127 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. 277078 COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; PROGRAMS DESIGNED TO FOSTER THE ENTREPRENEURIAL SPIRIT IN YOUNG CHILDREN; AND FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMENS PHILANTHROPY AND LEADERSHIP DEVELOPMENT. THE FOUNDATION ALSO USES DISCRETIONARY DOLLARS TO FUND STUDIES AND SUPPORT OTHER OPPORTUNITIES THAT HELP THE COMMUNITY REALIZE A HIGHER QUALITY OF LIFE FOR ALL. 1742104 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X X STEPHEN C BORCHERS 7659621638 33 SOUTH 7TH STREET RICHMOND IN 47374 CHRIS HARDIE CHAIR 1.00 X X 0 0 0 DARLA LANE VICE CHAIR 1.00 X X 0 0 0 JILL KING SECRETARY 1.00 X X 0 0 0 JOHN ZETZL TREASURER 1.00 X X 0 0 0 J ROGER GREEN MEMBER 1.00 X 0 0 0 GREG JANZOW MEMBER 1.00 X 0 0 0 SABRINA PENNINGTON MEMBER 1.00 X 0 0 0 JIM TANNER MEMBER 1.00 X 0 0 0 LEN CLARK MEMBER 1.00 X 0 0 0 STEVE HIGINBOTHAM MEMBER 1.00 X 0 0 0 JOHN MCBRIDE MEMBER 1.00 X 0 0 0 BONITA WASHINGTON-LACEY MEMBER 1.00 X 0 0 0 AMY NOE MEMBER 1.00 X 0 0 0 PAMELA HANCOCK MEMBER 1.00 X 0 0 0 SUSAN ISAACS MEMBER 1.00 X 0 0 0 STEVE BORCHERS EXECUTIVE DIRECTOR 40.00 X 89421 0 14854 AMY WALTZ FINANCE OFFICER 28.00 X 56724 0 10500 146145 0 25354 0 0 0 0 0 12376 3121962 636628 3134338 ADMINISTRATIVE FEES 900099 472761 472761 472761 803555 803555 30319 0 30319 30319 30319 10244071 8829905 1414166 1414166 1414166 6700 12376 9746 -3046 -3046 MISCELLANEOUS 900099 25865 25865 NETWORKING EVENTS 900099 15182 15182 INCOME FROM PARTNERSHIP INVESTMEN 900099 7744 7744 48791 5900884 544127 7744 2214675 982395 982395 482631 482631 168100 40915 96499 30686 133273 35034 48192 50047 4421 685 1855 1881 22793 4538 11556 6699 21481 6372 8737 6372 294 294 19195 19195 13051 13051 2530 448 1818 264 1951 1951 41857 41857 2274 2274 FOUNDATION MANAGEMENT F 453428 453428 TRUSTEE FEES 125837 125837 OTHER EXPENSES 57278 57744 -466 MARKETING 20976 20976 73721 5505 47811 20405 2627486 1742104 748052 137330 2823554 2113525 1307923 683370 183 0 748155 385483 403778 362672 10615277 9799073 20128087 25266341 35278802 38224981 4886 8334 434231 412512 112462 39014 35328 1156660 1242962 1634791 1811598 X 32087605 35174834 1496406 1178549 60000 60000 33644011 36413383 35278802 38224981 X 3273398 -388858 -115168 X X 0 1 X 1 0 X 1276508 2245623 1039359 3370355 3134388 11066233 1276508 2245623 1039359 3370355 3134388 11066233 3085023 7981210 577426 705629 636606 780200 833874 3533735 23632 11439 7744 42815 329122 379235 386708 424683 472761 1992509 16635292 0.47980 0.43370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 217308 167788 888534 1 1 31093060 1729212 1748316 217731 124428 576905 33651524 26105238 2729950 3673483 967149 -80150 528612 31093060 23998842 474174 2826307 752406 -39838 481517 26105238 25795984 1497568 -459610 1765569 570142 499389 23998842 24038710 242243 2884817 842877 85691 441218 25795984 0.96370 0.03450 0.00180 0 0 20000 20000 612356 280927 331429 115799 104556 11243 362672 177169 F MUTUAL FUNDS 17333309 F ALTERNATIVE INVESTMENTS 7532436 F FIXED INCOME FUNDS DOMESTIC AND INTERNATIONAL 223427 F 25266341 LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS 1242962 1242962 X 5211951 -388858 -91480 -480338 5692289 208595 208595 5900884 2452413 9746 9746 2442667 184819 184819 2627486 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL AND INCOME POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. PART X, LINE 2: THE FOUNDATION HAS ADOPTED ACCOUNTING RULES THAT PRESCRIBE WHEN TO RECOGNIZE, AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE FOUNDATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2014. THE FEDERAL TAX RETURNS OF THE FOUNDATION FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -91,480. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 218,340. FUNDRAISING EXPENSES -9,746. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES ON PAGE 9 9,746. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 184,816. ROUNDING 3. BLOOM AND GLOW 19076 12376 6700 9746 19076 12376 6700 9746 9746 -3046 1 COPE ENVIRONMENTAL CENTER 4940 SHOEMAKER ROAD RICHMOND IN 47374 351856406 501(C)3 6200 TO HELP ADVERTISE AND PROMOTE THE 10TH ANNUAL WAYNE COUNTY ALTERNATIVE GIFT FAIR. DONOR ADVISED GRANT. AMIGOSCOMMUNITY ACTION OF CENTRAL INDIANA 855 NORTH 12TH STREET RICHMOND IN 47374 800636080 501(C)3 7250 TO PURCHASE BOOKS WRITTEN BY VISITING BILINGUAL CHILDREN'S AUTHOR, XAVIER GARZA, IN CONNECTION WITH HISPANIC HERITAGE MONTH. 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH BIRTH-TO-FIVE INC 315 NORTHWEST THIRD STREET RICHMOND IN 47374 351843800 501(C)3 16081 TO FUND TEN ADDITIONAL PLAY GROUPS A MONTH ON THE PREMISES OF PUBLIC HOUSING UNITS; 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND FOR EARLY CHILDHOOD LITERACY PROGRAMS BOYS AND GIRLS CLUBS OF WAYNE COUNTY 1717 SOUTH L STREET RICHMOND IN 47374 351065715 501(C)3 25483 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHGRANT: $2500 FOR THE ANNUAL CAMPAIGN AND $2500 TO THE RESTRICTED FOCUS FUND; DONOR ADVISED GRANT; TO ASSIST WITH THE PURCHASE OF WALKIE-TALKIE RADIOS AND OTHER SAFETY EQUIPMENT; 2014 FEBRUARY DISTRIBUTION; GRANT;DONOR ADVISED EMPLOYEE MATCHING GIFT CHILDREN'S JUSTICE AND ADVOCACY CENTER INC PO BOX 2195 RICHMOND IN 47375 161637581 501(C)3 8400 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANT TO HELP PURCHASE EQUIPMENT AND SUPPLIES IN CONNECTION WITH THE "DARKNESS TO LIGHT, STEWARDS OF CHILDREN" SEXUAL ABUSE PREVENTION PROGRAM. DONOR ADVISED GRANTS CHRISTIAN CHARITIES OF RICHMOND AND WAYNE COUNTY INC 3121 SOUTHEAST PARKWAY RICHMOND IN 47374 200850936 501(C)3 7400 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHTO PURCHASE FROZEN TURKEYS TO BE DISTRIBUTED IN CONJUNCTION WITH ROCK SOLID MINISTRIES. CIRCLE U HELP CENTER PO BOX 491 RICHMOND IN 47375 351611125 501(C)3 8534 PASS-THROUGH GIFT; 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 FEBRUARY DISTRIBUTION; COMMUNITIES IN SCHOOLS OF WAYNE COUNTY PO BOX 1784 RICHMOND IN 47375 352132872 501(C)3 16768 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANTS; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND FOR EARLY CHILDHOOD LITERACY PROGRAMS;BED IN A BAG PROGRAM COMMUNITY FOOD PANTRY 2702 WEISS ROAD RICHMOND IN 47374 351805444 501(C)3 5410 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH COPE ENVIRONMENTAL CENTER 4940 SHOEMAKER ROAD CENTERVILLE IN 47330 351856406 501(C)3 21767 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANT; TO REPLACE SIGNAGE ON SOUTH END OF PROPERTY; 2014 FEBRUARY DISTRIBUTION DIPLOMAS IN SCHOOL NURSERY FOR TEEN MOTHERS 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 263582802 501(C)3 12200 TO COVER A YEAR'S EXPENSE FOR TWO CHILDREN AND FOUR TEEN PARENTS AT RHS.WOMEN'S FUND 2014 GRANT EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 350868073 501(C)3 48300 2014 FEBRUARY DISTRIBUTION; DONOR ADVISED GIFT - $1500 FOR THE EARLHAM FUND AND $500 FOR THE ESR ANNUAL FUND EVERY CHILD CAN READ INC (THIRD GRADE ACADEMY) 33 SOUTH 7TH STREET RICHMOND IN 47374 264389859 501(C)3 25493 DONOR ADVISED PASS THROUGH GIFTS; DONOR ADVISED GRANTS FORT BRAGG AREA COMMUNITY FOUNDATION PO BOX 74620 FORT BRAGG NC 28307 561750625 501(C)3 5000 GRANT DONOR ADVISED FUND GATEWAY VINEYARD FELLOWSHIP CHURCH 3361 STATE ROAD 227 NORTH RICHMOND IN 47374 311119115 501(C)3 10550 TO PURCHASE A PALLET TRUCK STACKER AND PLATFORM CARTS; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM GIRLS INC PO BOX 43 RICHMOND IN 47375 237188644 501(C)3 19160 GRANT IN SUPPORT OF EMPLOYEE SERVICE; WOMEN'S FUND 2014 GRANT; 2014 FEBRUARY DISTRIBUTION; GANNETT MATCHING FUNDS; RODEFELD AWARD GRANT; DONOR ADVISED GRANT; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM GLEANERS FOOD BANK OF INDIANA INC 3737 WALDERMERE AVENUE INDIANAPOLIS IN 46241 351483868 501(C)3 5000 IN SUPPORT OF MOBILE PANTRY FOOD DISTRIBUTIONS IN WAYNE COUNTY OVER THE NEXT TWELVE MONTHS. GOLAY COMMUNITY CENTER 1007 E MAIN STREET CAMBRIDGE CITY IN 47327 351518699 501(C)3 10025 ANONYMOUS PASS-THROUGH GIFT; 2014 CHALLENGE MATCH PROGRAM HAYES ARBORETUM 801 ELKS ROAD RICHMOND IN 47374 351061111 501(C)3 6545 DONOR ADVISED GRANT; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM HELP THE ANIMALS PO BOX 117 RICHMOND IN 47375 351772951 501(C)3 14734 2014 FEBRUARY DISTRIBUTION; DONOR ADVISED GRANT; TO ASSIST WITH THE RENOVATION OF THE LARGE DOG KENNELS AT THE SHELTER; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM HISTORIC HAGERSTOWN INC PO BOX 126 HAGERSTOWN IN 47346 237225013 501(C)3 7675 2014 FEBRUARY DISTRIBUTION; TO CONTINUE TO OFFER FREE CLASSES WITH "MORE ARTS FOR LIFE" PROGRAMS. HOPE HOUSE 275 GROVE RD RICHMOND IN 47374 352130321 501(C)3 84891 FINAL DISTRIBUTION FROM ENDOWED FUND; DONOR ADVISED GRANTS; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM INDIANA UNIVERSITY SCHOOL OF MEDICINE PO BOX 7059 INDIANAPOLIS IN 462077059 356018940 501(C)3 5000 DONOR ADVISED GRANT INDIANA WOMEN IN NEED 6507 CARROLLTON AVENUE INDIANAPOLIS IN 46220 912057735 501(C)3 5000 TO PROVIDE PERSONAL SERVICE ASSISTANCE TO WOMEN IN WAYNE COUNTY WHO ARE COPING WITH THE TREATMENT OF BREAST CANCER. IVY TECH FOUNDATION 2357 CHESTER BLVD RICHMOND IN 47374 237073977 501(C)3 5000 DONOR ADVISED GRANT K-READY 33 SOUTH 7TH STREET RICHMOND IN 47374 264389859 501(C)3 14020 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANT; GRANT FROM WOMEN'S GIVING CIRCLE FOR PURCHASE OF BOOKS ONLY; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND FOR EARLY CHILDHOOD LITERACY PROGRAMS LEVI COFFIN HOUSE ASSOCIATION PO BOX 77 FOUNTAIN CITY IN 47341 311182438 501(C)3 31420 TO COMPLETE THE LEVI COFFIN HOUSE VISITOR CENTER AND HOUSE RENOVATION PROJECT; 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; MODEL T FORD CLUB OF AMERICA PO BOX 126 CENTERVILLE IN 47330 952467053 501(C)3 11750 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHIN SUPPORT OF THE HOMECOMING 2015 MODEL T EVENT. MORRISSON-REEVES LIBRARY 80 NORTH 6TH STREET RICHMOND IN 47374 356001895 501(C)3 17577 2014 FEBRUARY DISTRIBUTION NORTHEASTERN MUSIC BOOSTER 7295 US 27 NORTH FOUNTAIN CITY IN 47341 470963013 501(C)3 5050 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH OPEN ARMS MINISTRY PO BOX 1012 RICHMOND IN 47375 300583053 501(C)3 10272 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANT; GRANT FROM WOMEN'S GIVING CIRCLETO PURCHASE A LAPTOP AND PORTABLE PRINTER. PEER INFORMATION CENTER FOR TEENS INC PO BOX 462 RICHMOND IN 47375 351956555 501(C)3 7935 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; TO UPDATE TRAINING MATERIALS FOR THE PEER HELPERS. PETRA PROJECT INC 1024 EAST MAIN STREET RICHMOND IN 47374 352153457 501(C)3 5085 TO HELP REPLACE THE "BREAD BASKET" KITCHEN FLOOR; 2014 FEBRUARY DISTRIBUTION RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47375 356005040 501(C)3 18485 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANT FOR EQUIPMENT PURCHASES IN SUPPORT OF A PHOTOGRAPHIC NEGATIVE PRESERVATION PROJECT IN COLLABORATION WITH THE WAYNE COUNTY HISTORICAL MUSEUM; EMPLOYEE MATCHING GRANT; AWARD GRANTIN SUPPORT OF THE CHINESE FOLK POTTERY EXHIBITION AT POTTERY PALOOZA.DONOR ADVISED GRANTS; GIFT FOR THE HIGH SCHOOL ART EXHIBITION; ANONYMOUS DONOR GIFT TO SPONSOR THE RICH MULLINS EVENT RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501(C)3 13412 DONOR ADVISED GRANT; 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; DONOR ADVISED GIFT; 2014 FEBRUARY DISTRIBUTION; DISTRIBUTION FROM CHARITABLE GIVING FUND FOR MELODRAMA SHOW SPONSOR; EMPLOYEE MATCHING GIFT RICHMOND DAY NURSERY 300 NORTH 10TH STREET RICHMOND IN 47374 350786393 501(C)3 6251 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHTO REPLACE FLOORING IN THE BASEMENT AREA WHERE CHILDREN LEARN AND PLAY.DONOR ADVISED DISTRIBUTION RICHMOND FAMILY YMCA 1215 SOUTH J STREET RICHMOND IN 47374 350984030 501(C)3 9250 2014 CHALLENGE MATCH PROGRAM; IN SUPPORT OF THE FREE FIELD TRIP FRIDAY SUMMER PROGRAM TO HELP COMBAT SUMMER LEARNING LOSS. RICHMOND FRIENDS SCHOOL 607 WEST MAIN STREET RICHMOND IN 47374 351267045 501(C)3 14949 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHIN SUPPORT OF ADDING TWO ENERGY EFFICIENT AIR CONDITIONING UNITS AT THE SCHOOL; DONOR ADVISED GIFT; 2014 FEBRUARY DISTRIBUTION RICHMOND PARKS AND RECREATION DEPARTMENT 50 NORTH 5TH STREET RICHMOND IN 47374 356001174 11058 2014 FEBRUARY DISTRIBUTION; TO SUPPORT SPRINGWOOD LAKE PARKIN SUPPORT OF THE 2014 "LIVE IN THE GLEN" SUMMER CONCERT SERIES. RICHMOND SYMPHONY ORCHESTRA 300 HUB ETCHISON PARKWAY RICHMOND IN 47374 356042479 501(C)3 52483 2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCHDONOR ADVISED GRANTS; TO PROVIDE AT LEAST TWO FREE COMMUNITY CONCERTS IN WAYNE COUNTY; 2014 FEBRUARY DISTRIBUTION SETON CATHOLIC HIGH SCHOOL 240 SOUTH 6TH STREET RICHMOND IN 47374 300036396 501(C)3 53848 2014 FEBRUARY DISTRIBUTION; DONOR ADVISED GRANT; DONOR ADVISED GRANT ST ANDREW CHURCH 240 SOUTH 6TH STREET RICHMOND IN 47374 350992124 501(C)3 7336 2014 FEBRUARY DISTRIBUTION ST PAUL'S EPISCOPAL CHURCH 800 NORTH A STREET RICHMOND IN 47374 351079972 501(C)3 13250 DONOR ADVISED DISTRIBUTION; DONOR ADVISED GRANT FOR THE HUMAN NEED FUND; WICKEMEYER AWARD GRANT ST PAUL'S EVANGELICAL LUTHERAN CHURCH 121 SOUTH 18TH STREET RICHMOND IN 47374 350906500 501(C)3 8374 2014 FEBRUARY DISTRIBUTION STAGE ONE YOUTH THEATRE AT RICHMOND CIVIC THEATRE 1003 EAST MAIN STREET RICHMOND IN 47374 350886844 501(C)3 4678 2014 FEBRUARY DISTRIBUTION; IN SUPPORT OF PROJECT COSTS ASSOCIATED WITH FOUR PRODUCTIONS IN THE 2014 - 2015 SEASON. STARR GENNETT FOUNDATION 33 SOUTH 7TH STREET RICHMOND IN 47374 351406033 501(C)3 10497 PASS-THROUGH GIFT; 2014 MEDALLLION EXPENSES; STAFF MINI GRANT FOR 2014 MUSICAL FESTIVAL 1,000 COLOR FOLDED GLOSSY MAPS; 2014 CHALLENGE MATCH PROGRAM SUNRISE INC 2670 MINNEMAN ROAD RICHMOND IN 47374 310979407 501(C)3 5450 DONOR ADVISED GRANT; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM RICHMOND ART MUSEUM PO BOX 816 RICHMOND IN 47374 356005040 501(C)3 5000 IN SUPPORT OF THE 2014 WAYNE COUNTY MELTDOWN FESTIVAL. TOWN OF DUBLIN PO BOX 145 DUBLIN IN 47335 356001006 10000 TO REPLACE PLAYGROUND EQUIPMENT AT WILSON PARK. UNITED WAY OF WHITEWATER VALLEY 129 SOUTH NINTH STREET RICHMOND IN 47374 351020935 501(C)3 7000 DISTRIBUTION FROM DONOR ADVISED FUND; DONOR ADVISED GRANT; KARL AND MARJORIE SHARP GRANT VIRGINIA TECH FOUNDATION INC OFFICE OF DEVELOPMENT VIRGINIA TECH TECH BLACKSBURG VA 24061 540721690 501(C)3 6500 GRANT FROM DONOR ADVISED FUND WAYNE COUNTY CARDINAL GREENWAY PO BOX 2411 RICHMOND IN 47375 351885151 501(C)3 11865 2014 CHALLENGE MATCH PROGRAM; ANONYMOUS PASS-THROUGH GIFT; PASS-THROUGH GIFTS FROM CHALLENGE MATCH WAYNE COUNTY HISTORICAL MUSEUM 1150 NORTH A STREET RICHMOND IN 47374 350899077 501(C)3 17184 2014 FEBRUARY DISTRIBUTION; EMPLOYEE MATCHING GRANT; 2014 MACY GRANT FOR PAVING PROJECT AROUND NEW BUILDING; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM WESTERN WAYNE DOLLARS FOR SCHOLARS 205 EAST PARKWAY DRIVE CAMBRIDGE CITY IN 47327 460503560 501(C)3 5750 2014 FEBRUARY DISTRIBUTION; 2014 CHALLENGE MATCH PROGRAM WHITEWATER VALLEY DISTRICT 9 PRO BONO COMMISSION 50 NORTH 5TH STREET RICHMOND IN 47374 261455162 501(C)3 21200 IN SUPPORT OF FREE LEGAL SERVICES TO THOSE IN NEED.2014 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; DONOR ADVISED GRANTS YOUNG WOMEN'S CHRISTIAN ASSOCIATION 15 SOUTH 11TH STREET PO BOX 2430 RICHMOND IN 47375 350868959 501(C)3 28898 WOMEN'S FUND 2014 GRANT - GENESIS SHELTER; 2014 FEBRUARY DISTRIBUTION; TO REPLACE THE HVAC SYSTEM AT GENESIS SHELTER; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; 2014 CHALLENGE MATCH PROGRAM 56 SCHOLARSHIPS FOR POST SECONDARY EDUCATION 237 482631 PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 11 636628 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS FORM 990, PART VI, SECTION A, LINE 2 SEVERAL OF THE BOARD MEMBERS SERVE ON OTHER BOARDS TOGETHER FORM 990, PART VI, SECTION A, LINE 6 PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AT A BOARD MEETING BEFORE THE DUE DATE OF THE INFORMATION RETURN. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING PRIOR TO SUBMISSION OR PROVIDED TO EACH BOARD MEMBER VIA AN EMAIL ATTACHMENT. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. THE FOUNDATION STAFF AND FINANCE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, MUST BE DERIVED. THE EXECUTIVE DIRECTOR PREPARES A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS FOR THE BOARD OF DIRECTORS EACH JANUARY. THIS DOCUMENT ALSO OUTLINES THE GOALS AND OBJECTIVES FOR THE NEW YEAR. BOARD MEMBERS ALSO RECEIVE A COPY OF THE EXECUTIVE DIRECTOR'S CURRENT JOB DESCRIPTION AND A SURVEY INSTRUMENT RELATING TO HIS OR HER PERFORMANCE DURING THE PREVIOUS YEAR AND THE GOALS SUGGESTED. THE BOARD CHAIR COLLECTS THE RETURNED SURVEYS AND SHARES THE ASSIMILATED INFORMATION WITH THE EXECUTIVE COMMITTEE. BASED ON THIS INFORMATION AND SALARY SURVEY DATA USED IN THE BUDGET DEVELOPMENT PROCESS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CURRENT YEAR (WITH ANY INCREASES OR DECREASES IN COMPENSATION BEING RETROACTIVE TO JANUARY 1) AND CHARGE THE BOARD CHAIR WITH CONDUCTING A PERFORMANCE REVIEW. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERSONAL PERFORMANCE GOALS WILL BE SET AND THE EXECUTIVE DIRECTOR WILL HAVE THE OPPORTUNITY TO REACT TO THE PERFORMANCE SURVEY INFORMATION. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK FOR SEVERAL PRIOR YEARS OF FORM 990 IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT -23,687. CHANGE IN SPLIT INTEREST AGREEMENTS -91,480. ROUNDING -1. FORM 990,PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. VIGRAN FAMILY FOUNDATION INC 33 SOUTH 7TH STREET RICHMOND IN 47374 352107926 SUPPORTING ORGANIZATION IN 501(C)(3) LINE 11A, I 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 VIGRAN FAMILY FOUNDATION INC C 2500 FAIR MARKET VALUE VIGRAN FAMILY FOUNDATION INC L 19332 FAIR MARKET VALUE VIGRAN FAMILY FOUNDATION INC Q 7 FAIR MARKET VALUE