COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC (EIN 35-1903148)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-01
IRS object ID
201422139349300737
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-01T12:36:36-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351476702PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRADY WARE & SCHOENFELD INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE WOODSIDE DRIVEAddressLine1
CityRICHMONDCity
StateINState
ZIP Code47374ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351903148EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF RANDOLPH COUNTY INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7655849077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 SOUTH MAIN STREETAddressLine1
CityWINCHESTERCity
StateINState
ZIP Code47394ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLARK G LONEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7655849077PhoneNum
Signature2014-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUZANNE K MILLERPreparerPersonNm
PTINP00452655PTIN
Phone7659660531PhoneNum
Preparation2014-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRUTH MILLSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 SOUTH MAIN STREETAddressLine1
CityWINCHESTERCity
StateINState
ZIP Code47394ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,776,303GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RANDOLPHCOUNTYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionCOMMUNITY BENEFIT PROGRAMSActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers41TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$364,371PYContributionsGrantsAmt
CY Contributions Grants$725,251CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$321,290PYInvestmentIncomeAmt
CY Investment Income$547,362CYInvestmentIncomeAmt
PY Other Revenue$9,636PYOtherRevenueAmt
CY Other Revenue$13,350CYOtherRevenueAmt
PY Total Revenue$695,297PYTotalRevenueAmt
CY Total Revenue$1,285,963CYTotalRevenueAmt
PY Grants And Similar Paid$345,126PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$441,029CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$77,166PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$87,594CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,807CYTotalFundraisingExpenseAmt
PY Other Expenses$99,123PYOtherExpensesAmt
CY Other Expenses$99,892CYOtherExpensesAmt
PY Total Expenses$521,415PYTotalExpensesAmt
CY Total Expenses$628,515CYTotalExpensesAmt
PY Revenues Less Expenses$173,882PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$657,448CYRevenuesLessExpensesAmt
Total Assets BOY$7,009,628TotalAssetsBOYAmt
Total Assets EOY$8,262,514TotalAssetsEOYAmt
Total Liabilities BOY$101,104TotalLiabilitiesBOYAmt
Total Liabilities EOY$149,671TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,908,524NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,112,843NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO BRING PEOPLE AND RESOURCES TOGETHER TO ENRICH THE LIVES OF RANDOLPH COUNTY, IN RESIDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$564,291ExpenseAmt
Grant$441,029GrantAmt
DescCOMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR RANDOLPH COUNTY STUDENTS. 68 SCHOLARSHIPS AND 89 GRANTS WERE DISTRIBUTED.Desc
Total Program Service Expenses$564,291TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH MILLSBusinessNameLine1
FieldValueIRS element (for citing)
Phone7655849077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 SOUTH MAIN STREETAddressLine1
CityWINCHESTERCity
StateINState
ZIP Code47394ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DICK GAUSE
BOARD MEMBER1.00Yes (X)$0$0$0
JANE GROVE
BOARD MEMBER1.00Yes (X)$0$0$0
CHERYL JONES
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
SHERYL THURSTON
SECRETARY1.00Yes (X)$0$0$0Yes (X)
RONN SHUMAKER
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD GOUGH
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES MEINERDING
BOARD MEMBER1.00Yes (X)$0$0$0
CLARK CHIP LONEY
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
LISA JENNINGS
TREASURER1.00Yes (X)$0$0$0Yes (X)
REV CHERIE ISAKSON
BOARD MEMBER1.00Yes (X)$0$0$0
KENT THORNBURG
BOARD MEMBER1.00Yes (X)$0$0$0
KATHY BEUMER
BOARD MEMBER1.00Yes (X)$0$0$0
JOYCE HUSMANN
BOARD MEMBER1.00Yes (X)$0$0$0
CHRISTEN COMMERS
BOARD MEMBER1.00Yes (X)$0$0$0
CATHY STEPHEN
BOARD MEMBER1.00Yes (X)$0$0$0
RUTH MILLS
EXECUTIVE DIRECTOR40.00$43,696$0$2,943Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$43,696TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,943TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$725,251AllOtherContributionsAmt
Total Contributions$725,251TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,763TotalRevenueColumnAmt
Exclusion$132,763ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,904,939SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,490,340SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$414,599SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$414,599TotalRevenueColumnAmt
Exclusion$414,599ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEE INCOMEDesc
Business900099BusinessCd
Total Revenue Column$13,350TotalRevenueColumnAmt
Exclusion$13,350ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,350OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,285,963TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$560,712ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$314,860TotalAmt
Program Services$314,860ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$126,169TotalAmt
Program Services$126,169ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$46,639TotalAmt
Program Services$30,315ProgramServicesAmt
Management And General$9,328ManagementAndGeneralAmt
Fundraising$6,996FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$32,050TotalAmt
Program Services$16,037ProgramServicesAmt
Management And General$12,803ManagementAndGeneralAmt
Fundraising$3,210FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,116TotalAmt
Program Services$1,117ProgramServicesAmt
Management And General$1,835ManagementAndGeneralAmt
Fundraising$164FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,789TotalAmt
Program Services$3,922ProgramServicesAmt
Management And General$946ManagementAndGeneralAmt
Fundraising$921FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,241TotalAmt
Program Services$6,310ProgramServicesAmt
Management And General$18,931ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,960TotalAmt
Program Services$42,960ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,740TotalAmt
Program Services$1,685ProgramServicesAmt
Management And General$5,055ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,936TotalAmt
Program Services$2,936ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,029TotalAmt
Program Services$4,023ProgramServicesAmt
Management And General$1,006ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,382TotalAmt
Program Services$4,306ProgramServicesAmt
Management And General$1,076ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$748TotalAmt
Program Services$598ProgramServicesAmt
Fundraising$150FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,828TotalAmt
Program Services$1,462ProgramServicesAmt
Fundraising$366FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,013TotalAmt
Program Services$810ProgramServicesAmt
Management And General$203ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,623TotalAmt
Program Services$1,298ProgramServicesAmt
Management And General$325ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TELEPHONE$1,864$1,864
MEMBERSHIPS AND DUES$1,845$1,845
UTILITIES$1,463$798$665
EQUIPMENT RENTAL$1,220$976$244

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$628,515TotalAmt
Program Services$564,291ProgramServicesAmt
Management And General$52,417ManagementAndGeneralAmt
Fundraising$11,807FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$180,651BOYAmt
EOY$254,336EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$596,813BOYAmt
EOY$669,221EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$33,356BOYAmt
EOY$29,171EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,185BOYAmt
EOY$15,744EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,482LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$57,303LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,191BOYAmt
EOY$6,179EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,183,432BOYAmt
EOY$7,287,863EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,009,628BOYAmt
EOY$8,262,514EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,265BOYAmt
EOY$851EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$99,839BOYAmt
EOY$148,820EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,104BOYAmt
EOY$149,671EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,091,230BOYAmt
EOY$2,285,563EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,817,294BOYAmt
EOY$5,827,280EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,908,524BOYAmt
EOY$8,112,843EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,009,628BOYAmt
EOY$8,262,514EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$657,448ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$546,872NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,626CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$304,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$364,371CurrentTaxYearMinus1YearAmt
Current Tax Year$725,251CurrentTaxYearAmt
Total$1,750,581TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$218,626CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$304,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$364,371CurrentTaxYearMinus1YearAmt
Current Tax Year$725,251CurrentTaxYearAmt
Total$1,750,581TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$576,258SubstantialContributorsTotAmt
Public Support Total170$1,174,323PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,923CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,398CurrentTaxYearMinus1YearAmt
Current Tax Year$132,763CurrentTaxYearAmt
Total$636,607TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$9,636CurrentTaxYearMinus1YearAmt
Current Tax Year$13,350CurrentTaxYearAmt
Total$22,986TotalAmt
FieldValueIRS element (for citing)
Total Support$2,410,174TotalSupportAmt
Public Support CY1700.48720PublicSupportCY170Pct
Public Support PY1700.50680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$4,600DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$64,422DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,314,668BeginningYearBalanceAmt
Contributions$410,512ContributionsAmt
Investment Earnings Or Losses$1,056,620InvestmentEarningsOrLossesAmt
Grants Or Scholarships$175,656GrantsOrScholarshipsAmt
Other Expenditures$1,310OtherExpendituresAmt
Administrative Expenses$123,044AdministrativeExpensesAmt
End Year Balance$7,481,790EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,702,957BeginningYearBalanceAmt
Contributions$293,342ContributionsAmt
Investment Earnings Or Losses$705,824InvestmentEarningsOrLossesAmt
Grants Or Scholarships$245,721GrantsOrScholarshipsAmt
Other Expenditures$28,588OtherExpendituresAmt
Administrative Expenses$113,146AdministrativeExpensesAmt
End Year Balance$6,314,668EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,913,739BeginningYearBalanceAmt
Contributions$28,398ContributionsAmt
Investment Earnings Or Losses-$13,944InvestmentEarningsOrLossesAmt
Grants Or Scholarships$127,420GrantsOrScholarshipsAmt
Other Expenditures$64,200OtherExpendituresAmt
Administrative Expenses$33,616AdministrativeExpensesAmt
End Year Balance$5,702,957EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,383,165BeginningYearBalanceAmt
Contributions$68,228ContributionsAmt
Investment Earnings Or Losses$635,570InvestmentEarningsOrLossesAmt
Grants Or Scholarships$129,005GrantsOrScholarshipsAmt
Other Expenditures$13,260OtherExpendituresAmt
Administrative Expenses$30,959AdministrativeExpensesAmt
End Year Balance$5,913,739EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,687,259BeginningYearBalanceAmt
Contributions$105,502ContributionsAmt
Investment Earnings Or Losses$939,577InvestmentEarningsOrLossesAmt
Grants Or Scholarships$143,785GrantsOrScholarshipsAmt
Other Expenditures$168,183OtherExpendituresAmt
Administrative Expenses$37,205AdministrativeExpensesAmt
End Year Balance$5,383,165EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.26000BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.74000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,215OtherCostOrOtherBasisAmt
Depreciation$11,215DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,267OtherCostOrOtherBasisAmt
Depreciation$46,088DepreciationAmt
Book Value$6,179BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,179TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,783,625TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$546,872NetUnrealizedGainsInvstAmt
Revenue Not Reported$546,872RevenueNotReportedAmt
Revenue Subtotal$1,236,753RevenueSubtotalAmt
Other Revenues Not Included$49,210OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$49,210RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,285,963TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$571,636TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$571,636ExpensesSubtotalAmt
Other Expenses Not Included$56,879OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$56,879ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$628,515TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. THE CURRENT LONG-TERM RETURN OBJECTIVE IS TO RETURN A MINIMUM OF 9% WHICH IS COMPRISED OF AN ANNUAL 5% SPENDING RATE, 3% ESTIMATED INFLATION AND 1% OF INVESTMENT FEES. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT.
PART X, LINE 2:ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - 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, 2013. THE FEDERAL TAX RETURNS OF THE FOUNDATION FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FAS 136 49,209. ROUNDING 1.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FAS 136 ADJUSTMENT 56,879.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ANDERSON AREA CHILDREN'S CHOIR
516 NURSERY ROADANDERSONIN46012351858035501 (C )(3)$5,000IAC OPERATING SUPPORT
ANDERSON FINE ARTS FOUNDATION INC
32 W TENTH STREETANDERSONIN46016356058737501 (C )(3)$10,000IAC OPERATING SUPPORT
ANDERSON SYMPHONY ORCHESTRA ASSOCIATION
PO BOX 741ANDERSONIN46016310970546501 (C )(3)$10,000IAC OPERATING SUPPORT
ANDERSON YOUNG BALLET THEATRE INC
29 DILLON ST PO BOX 631ANDERSONIN47015310944297501 (C )(3)$6,000IAC OPERATING SUPPORT
ARTS PLACE INC
131 EAST WALNUT ST PO BOX 804PORTLANDIN47371351379424501 (C )(3)$13,000IAC OPERATING SUPPORT
ART ASSOCIATION OF HENRY COUNTY
218 S 15TH STNEW CASTLEIN47362351682891501 (C )(3)$6,000IAC OPERATING SUPPORT
ART ASSOCIATION OF RANDOLPH COUNTY
115 N HOWARDUNION CITYIN47390351023414501 (C )(3)$6,000IAC OPERATING SUPPORT
CENTRAL INDIANA POWWOW INC
PO BOX 88ANDERSONIN46015350160912501 (C )(3)$5,000IAC OPERATING SUPPORT
CORNERSTONE CENTER FOR THE ARTS
520 EAST MAIN STREETMUNCIEIN47305351804398501 (C )(3)$13,000IAC OPERATING SUPPORT
HISTORIC FARMLAND USA
PO BOX 251FARMLANDIN47340351869777501 (C )(3)$7,500IAC PROJECT SUPPORT
JAY-RANDOLPH DEVELOPMENTAL SERVICES INC
974 EAST BASE ROADWINCHESTERIN47394351391724501 (C )(3)$5,939CFRC MATCHING GRANT
MARION PHILHARMONIC ASSOCIATION
PO BOX 272MARIONIN47952237126357501 (C )(3)$8,000IAC OPERATING SUPPORT
MINNETRISTA CULTURAL FOUNDATION
1200 N MINNETRISTA PARKWAYMUNCIEIN47303351628916501 (C )(3)$5,000IAC PROJECT SUPPORT
MUNCIE ARTS & CULTURAL COUNCIL
520 E MAINMUNCIEIN47305352483360501 (C )(3)$5,000IAC OPERATING SUPPORT
MUNCIE CIVIC AND COLLEGE SYMPHONY ORCHESTRA
C/O BSU 2000 W UNIVERSITY AVEMUNCIEIN47306356041986501 (C )(3)$10,000IAC OPERATING SUPPORT
MUNCIE CIVIC THEATHRE ASSOCIATION
216 E MAINMUNCIEIN47305356027421501 (C )(3)$5,000IAC OPERATING SUPPORT
PRESERVATIONS SOCIETY OF UNION CITY
101 NORTH COLUMBIA STREETUNION CITYIN47390351768712501 (C )(3)$13,471PROJECT GRANT
RANDOLPH COUNTY YMCA
1521 E WASHINGTON STREETWINCHESTERIN47394311120460501 (C )(3)$57,888FUND DISTRIBUTION
RICHMOND ART MUSEUM
350 HUB ETCHINSON PARKWAYRICHMONDIN47374356005040501 (C )(3)$10,000IAC OPERATING SUPPORT
RICHMOND COMMUNITY SCHOOLSCIVIC HALL PERFORMING ARTS
380 HUB ETCHINSON PARKWAYRICHMONDIN47374351071211501 (C )(3)$5,000IAC SUPPORT
RICHMOND SYMPHONY ORCHESTRA
PO BOX 982 380 HUB ETCHISON PKWYRICHMONDIN47374356042479501 (C )(3)$10,000IAC OPERATING SUPPORT
UNION CITY SWIM TEAM
PO BOX 342UNION CITYIN47390750559503501 (C )(3)$5,000COMMUNITY GRANT
VETERANS AFFAIRS
325 S OAK STREETWINCHESTERIN47394462943028501 (C )(3)$10,353CHARITABLE DISTRIBUTION.
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS.GrantTypeTxt
Recipient68RecipientCnt
Cash Grant$126,169CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.