2014-08-01T12:36:36-05:00 2013-12-31 351476702 BRADY WARE & SCHOENFELD INC ONE WOODSIDE DRIVE RICHMOND IN 47374 990 2013-01-01 351903148 COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC COMM 7655849077 213 SOUTH MAIN STREET WINCHESTER IN 47394 CLARK G LONEY PRESIDENT 7655849077 2014-07-25 1 SUZANNE K MILLER P00452655 7659660531 2014-07-25 2013 2015-11-30 17:44:51Z RUTH MILLS 213 SOUTH MAIN STREET WINCHESTER IN 47394 3776303 0 X WWW.RANDOLPHCOUNTYFOUNDATION.ORG X 1992 IN COMMUNITY BENEFIT PROGRAMS 14 14 0 41 0 0 364371 725251 0 0 321290 547362 9636 13350 695297 1285963 345126 441029 0 0 77166 87594 0 0 11807 99123 99892 521415 628515 173882 657448 7009628 8262514 101104 149671 6908524 8112843 THE MISSION OF THE ORGANIZATION IS TO BRING PEOPLE AND RESOURCES TOGETHER TO ENRICH THE LIVES OF RANDOLPH COUNTY, IN RESIDENTS. 0 0 564291 441029 COMMUNITY GRANTS AND COLLEGE SCHOLARSHIPS FOR RANDOLPH COUNTY STUDENTS. 68 SCHOLARSHIPS AND 89 GRANTS WERE DISTRIBUTED. 564291 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X RUTH MILLS 7655849077 213 SOUTH MAIN STREET WINCHESTER IN 47394 DICK GAUSE BOARD MEMBER 1.00 X 0 0 0 JANE GROVE BOARD MEMBER 1.00 X 0 0 0 CHERYL JONES VICE PRESIDENT 1.00 X X 0 0 0 SHERYL THURSTON SECRETARY 1.00 X X 0 0 0 RONN SHUMAKER BOARD MEMBER 1.00 X 0 0 0 RICHARD GOUGH BOARD MEMBER 1.00 X 0 0 0 JAMES MEINERDING BOARD MEMBER 1.00 X 0 0 0 CLARK CHIP LONEY PRESIDENT 1.00 X X 0 0 0 LISA JENNINGS TREASURER 1.00 X X 0 0 0 REV CHERIE ISAKSON BOARD MEMBER 1.00 X 0 0 0 KENT THORNBURG BOARD MEMBER 1.00 X 0 0 0 KATHY BEUMER BOARD MEMBER 1.00 X 0 0 0 JOYCE HUSMANN BOARD MEMBER 1.00 X 0 0 0 CHRISTEN COMMERS BOARD MEMBER 1.00 X 0 0 0 CATHY STEPHEN BOARD MEMBER 1.00 X 0 0 0 RUTH MILLS EXECUTIVE DIRECTOR 40.00 X 43696 0 2943 43696 0 2943 0 0 0 0 0 725251 725251 132763 132763 2904939 2490340 414599 414599 414599 ADMINISTRATIVE FEE INCOME 900099 13350 13350 13350 1285963 0 0 560712 314860 314860 126169 126169 46639 30315 9328 6996 32050 16037 12803 3210 3116 1117 1835 164 5789 3922 946 921 25241 6310 18931 42960 42960 6740 1685 5055 2936 2936 5029 4023 1006 5382 4306 1076 748 598 150 1828 1462 366 1013 810 203 1623 1298 325 TELEPHONE 1864 1864 MEMBERSHIPS AND DUES 1845 1845 UTILITIES 1463 798 665 EQUIPMENT RENTAL 1220 976 244 628515 564291 52417 11807 180651 254336 596813 669221 33356 29171 13185 15744 63482 57303 2191 6179 6183432 7287863 7009628 8262514 1265 851 99839 148820 101104 149671 X 2091230 2285563 4817294 5827280 6908524 8112843 7009628 8262514 X 657448 546872 -1 X X 0 1 X 1 0 X 218626 304375 137958 364371 725251 1750581 218626 304375 137958 364371 725251 1750581 576258 1174323 130559 121964 123923 127398 132763 636607 9636 13350 22986 2410174 0.48720 0.50680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 4600 64422 1 1 6314668 410512 1056620 175656 1310 123044 7481790 5702957 293342 705824 245721 28588 113146 6314668 5913739 28398 -13944 127420 64200 33616 5702957 5383165 68228 635570 129005 13260 30959 5913739 4687259 105502 939577 143785 168183 37205 5383165 0.26000 0.74000 0 0 11215 11215 0 52267 46088 6179 6179 X 1783625 546872 546872 1236753 49210 49210 1285963 571636 0 571636 56879 56879 628515 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. 1 ANDERSON AREA CHILDREN'S CHOIR 516 NURSERY ROAD ANDERSON IN 46012 351858035 501 (C )(3) 5000 IAC OPERATING SUPPORT ANDERSON FINE ARTS FOUNDATION INC 32 W TENTH STREET ANDERSON IN 46016 356058737 501 (C )(3) 10000 IAC OPERATING SUPPORT ANDERSON SYMPHONY ORCHESTRA ASSOCIATION PO BOX 741 ANDERSON IN 46016 310970546 501 (C )(3) 10000 IAC OPERATING SUPPORT ANDERSON YOUNG BALLET THEATRE INC 29 DILLON ST PO BOX 631 ANDERSON IN 47015 310944297 501 (C )(3) 6000 IAC OPERATING SUPPORT ARTS PLACE INC 131 EAST WALNUT ST PO BOX 804 PORTLAND IN 47371 351379424 501 (C )(3) 13000 IAC OPERATING SUPPORT ART ASSOCIATION OF HENRY COUNTY 218 S 15TH ST NEW CASTLE IN 47362 351682891 501 (C )(3) 6000 IAC OPERATING SUPPORT ART ASSOCIATION OF RANDOLPH COUNTY 115 N HOWARD UNION CITY IN 47390 351023414 501 (C )(3) 6000 IAC OPERATING SUPPORT CENTRAL INDIANA POWWOW INC PO BOX 88 ANDERSON IN 46015 350160912 501 (C )(3) 5000 IAC OPERATING SUPPORT CORNERSTONE CENTER FOR THE ARTS 520 EAST MAIN STREET MUNCIE IN 47305 351804398 501 (C )(3) 13000 IAC OPERATING SUPPORT HISTORIC FARMLAND USA PO BOX 251 FARMLAND IN 47340 351869777 501 (C )(3) 7500 IAC PROJECT SUPPORT JAY-RANDOLPH DEVELOPMENTAL SERVICES INC 974 EAST BASE ROAD WINCHESTER IN 47394 351391724 501 (C )(3) 5939 CFRC MATCHING GRANT MARION PHILHARMONIC ASSOCIATION PO BOX 272 MARION IN 47952 237126357 501 (C )(3) 8000 IAC OPERATING SUPPORT MINNETRISTA CULTURAL FOUNDATION 1200 N MINNETRISTA PARKWAY MUNCIE IN 47303 351628916 501 (C )(3) 5000 IAC PROJECT SUPPORT MUNCIE ARTS & CULTURAL COUNCIL 520 E MAIN MUNCIE IN 47305 352483360 501 (C )(3) 5000 IAC OPERATING SUPPORT MUNCIE CIVIC AND COLLEGE SYMPHONY ORCHESTRA C/O BSU 2000 W UNIVERSITY AVE MUNCIE IN 47306 356041986 501 (C )(3) 10000 IAC OPERATING SUPPORT MUNCIE CIVIC THEATHRE ASSOCIATION 216 E MAIN MUNCIE IN 47305 356027421 501 (C )(3) 5000 IAC OPERATING SUPPORT PRESERVATIONS SOCIETY OF UNION CITY 101 NORTH COLUMBIA STREET UNION CITY IN 47390 351768712 501 (C )(3) 13471 PROJECT GRANT RANDOLPH COUNTY YMCA 1521 E WASHINGTON STREET WINCHESTER IN 47394 311120460 501 (C )(3) 57888 FUND DISTRIBUTION RICHMOND ART MUSEUM 350 HUB ETCHINSON PARKWAY RICHMOND IN 47374 356005040 501 (C )(3) 10000 IAC OPERATING SUPPORT RICHMOND COMMUNITY SCHOOLSCIVIC HALL PERFORMING ARTS 380 HUB ETCHINSON PARKWAY RICHMOND IN 47374 351071211 501 (C )(3) 5000 IAC SUPPORT RICHMOND SYMPHONY ORCHESTRA PO BOX 982 380 HUB ETCHISON PKWY RICHMOND IN 47374 356042479 501 (C )(3) 10000 IAC OPERATING SUPPORT UNION CITY SWIM TEAM PO BOX 342 UNION CITY IN 47390 750559503 501 (C )(3) 5000 COMMUNITY GRANT VETERANS AFFAIRS 325 S OAK STREET WINCHESTER IN 47394 462943028 501 (C )(3) 10353 CHARITABLE DISTRIBUTION. 23 0 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 68 126169 PART I, LINE 2: GRANTS ARE MADE SUBJECT TO SPECIFIC FUND AGREEMENTS OR GRANTS COMMITTEE RECOMMENDATIONS. THESE RECOMMENDATIONS ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD 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 19 THE 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 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.