2014-08-11T15:19:14-05:00 2013-12-31 352055043 HUTH THOMPSON LLP PO BOX 970 LAFAYETTE IN 479020970 990 2013-01-01 237147996 GREATER LAFAYETTE COMMUNITY FOUNDATION GREA 7657429078 1114 EAST STATE ST LAFAYETTE IN 479051219 MARIANNE ROSE PRESIDENT 7657429078 2014-07-16 true KIMBERLEY R MORISETTE P00337290 7654285000 2014-07-24 2013 2015-11-30 17:44:51Z SEE SCHEDULE O MARIANNE ROSE 1114 EAST STATE STREET LAFAYETTE IN 47905 11138363 false X WWW.CFGLAF.ORG X 1970 IN THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. 15 14 9 31 0 1861502 1802450 33666 37954 1178949 1945617 23384 25084 3097501 3811105 839269 1116012 0 367415 373807 0 212124 399764 312674 1606448 1802493 1491053 2008612 36708224 43243750 11513480 13103607 25194744 30140143 THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. false false 1257541 1000012 THE ORGANIZATION SUPPORTS THE COMMUNITY BY EDUCATING POTENTIAL DONORS, CAREFULLY INVESTING AND STEWARDING FUNDS RAISED, AND SUPPORTING NUMEROUS LOCAL NOT-FOR-PROFIT ORGANIZATIONS THROUGH GRANTS. GRANTS MADE FROM DISCRETIONARY FUNDS ARE GENERALLY FOR CAPITAL AND CAPACITY BUILDING PURPOSES, WHILE GRANTS FROM DESIGNATED, DONOR-ADVISED AND FIELD OF INTEREST FUNDS MAY BE USED AT THE AGENCIES' DISCRETION. 116000 116000 SCHOLARSHIPS 1373541 true true false false false true false false true true true false false false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false true true false false false true 9 0 9 true false false false false false false false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true false false IN X X ANGELA STRADER 7657429078 1114 STATE STREET LAFAYETTE IN 47905 GREG KAPP FORMER PRESI 40.00 X X 79511 0 6758 MARIANNE ROSE PRESIDENT 40.00 X X 70641 0 14751 JIM BODENMILLER VICE CHAIR 1.00 X X 0 0 0 STEVE HORNE DIRECTOR 1.00 X 0 0 0 SONYA MARGERUM DIRECTOR 1.00 X 0 0 0 SCOTT HANBACK DIRECTOR 1.00 X 0 0 0 MARYANN SANTOS DE BARONA DIRECTOR 1.00 X 0 0 0 SUE HOLDER-PRICE DIRECTOR 1.00 X 0 0 0 JEFF LOVE DIRECTOR 1.00 X 0 0 0 JOHN MARTIN DIRECTOR 1.00 X 0 0 0 CAROLYN GERY SECRETARY 1.00 X X 0 0 0 AMY MOULTON TREASURER 1.00 X X 0 0 0 RICK OLSON DIRECTOR 1.00 X 0 0 0 GEORGE RAMSEY DIRECTOR 1.00 X 0 0 0 CHARLIE SHOOK DIRECTOR 1.00 X 0 0 0 DAVE LUHMAN CHAIR 1.00 X X 0 0 0 150152 21509 false false false 1802450 1802450 GEN. SUPPORT REVENUE 900099 37954 37954 37954 1454096 1454096 2694 2694 2694 2694 7818779 7327258 491521 491521 491521 OTHER INCOME 900099 22390 22390 22390 3811105 60344 1948311 1000012 1000012 116000 116000 171661 63514 39482 68665 161662 59877 37983 63802 14725 5453 3453 5819 2781 1034 705 1042 22978 8506 5347 9125 14139 14139 91802 91802 3030 3030 39041 15980 8624 14437 15782 5843 3672 6267 33196 21639 4953 6604 6942 1985 4957 34720 23839 3546 7335 1925 713 448 764 PROGRAM EXPENSES 30658 30658 GRANT EXPENSE 17945 17945 DEVELOPMENT ACTIVITIES/EV 16323 16323 DUES AND SUBSCRIPTIONS 2962 1097 689 1176 4209 1431 2778 1802493 1373541 216828 212124 13382 15945 834539 788225 276112 4516 11779 69395 66113 1151223 712294 474613 438929 35309830 41644435 1949 2212 36708224 43243750 169295 168426 429121 272818 4212844 5090394 6702220 7571969 11513480 13103607 X 4292933 5188458 2793947 5459604 18107864 19492081 25194744 30140143 36708224 43243750 2008612 3731490 -794703 X false true X true false X 781345 575130 1742892 1293475 1802450 6195292 781345 575130 1742892 1293475 1802450 6195292 28677 6166615 727118 675465 938894 1020007 1456790 4818274 13949 5322 1556 19344 22390 62561 11076127 220709 0.55670 0.55540 X SUPPORTING SCHEDULE 2010 BEQUEST/TRUST PROCEEDS 165,300 2009 BEQUEST FOR COMMUNITY PROJECTS 112,953 2009 BEQUEST 541,888 2009 BEQUEST 149,584 2012 BEQUEST 568,027 2011 BEQUEST 237,818 PART II, LINE 10 MISCELLANEOUS 62,561 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 7 337844 5700 300192 10500 8347705 172725 true true true 4212844 929405 51855 5090394 true X 23822464 1680315 4403376 1800382 28105773 20556973 1703088 2642069 1079666 23822464 20498677 1027843 -497720 471827 20556973 18500054 667833 2735690 1404900 20498677 14187740 1399519 3574245 661450 18500054 0.12470 0.69350 0.18180 false false 87300 87300 937309 598484 338825 108986 103110 5876 17628 10700 6928 438929 LIABILITY TO OTHER ORGANIZATIONS 6387949 LIFE INTEREST PAYABLE 930215 LIAB TO OTHER BENEFICIARY 253805 7571969 X 6361638 3731490 3731490 2630148 74327 1106630 1180957 3811105 1416239 1955 1955 1414284 74327 313882 388209 1802493 SCHEDULE D, PAGE 2, PART IV, LINE 1B OTHER ORGANIZATIONS HAVE FUNDS INVESTED IN THE MANAGED INVESTMENT ACCOUNTS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE. SCHEDULE D, PAGE 2, PART IV, LINE 2B SEE RESPONSE TO PART IV, LINE 1B ABOVE. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE ESTABLISHED FOR GRANTING AND SCHOLARSHIPS. SCHEDULE D, PAGE 3, PART X ACCOUNTING STANDARDS REQUIRE ENTITITES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. TAX YEARS INCLUDING 2010 AND LATER ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. AREAS THAT IRS AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS OF A CHARITY INCLUDE, BUT MAY NOT BE LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND THEREFORE HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE ORGANIZATION IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THESE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 4B FASB 136 ADJUSTMENT 397,264 FASB 136 UNREALIZED GAIN ON INVESTMENTS 709,366 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 1,955 SCHEDULE D, PAGE 4, PART XII, LINE 4B FASB 136 ADJUSTMENT 313,882 true ART MUSEUM OF GREATER LAFAYETTE 102 S 10TH ST LAFAYETTE IN 47905 350828754 3 21192 AGENCY DISCRETION CENTRAL CATHOLIC HS FOUNDATION 2410 S NINTH ST LAFAYETTE IN 47905 351376312 3 6000 GOLF AND MUSIC PROG HABITAT FOR HUMANITY 420 S FIRST ST LAFAYETTE IN 47905 351607101 3 6000 COMPUTERS AND TV IU WHITE MEMORIAL HOSPITAL 720 S SIXTH ST MONTICELLO IN 47960 351140233 3 9719 AGENCY DISCRETION LAFAYETTE ADULT RESOURCE ACADEMY 1100 ELIZABETH ST STE 3 LAFAYETTE IN 47904 356002558 3 24999 LARA FUND LAFAYETTE SYMPHONY PO BOX 52 LAFAYETTE IN 47902 356029483 3 18200 COMPUTER EQUIPMENT LEADERSHIP LAFAYETTE PO BOX 6299 LAFAYETTE IN 47903 351537584 3 13397 AGENCY DISCRETION LEGAL AID 212 N FIFTH ST LAFAYETTE IN 47901 351187794 3 9900 AGENCY DISCRETION LONG CENTER PO BOX 26 LAFAYETTE IN 47902 311197894 3 20000 THEATER ELECTRICAL LYN TREECE BOYS & GIRLS CLUB 1529 N 10TH ST LAFAYETTE IN 47904 351262269 3 16998 BUILDING REPAIRS MENTAL HEALTH AMERICA 914 SOUTH ST LAFAYETTE IN 47901 383653969 3 14000 AGENCY DISCRETION RANDOLPH TOWNSHIP 11319 US HIGHWAY 231 S ROMNEY IN 47981 351734138 GOV 11509 RADIOS FOR FIRE DEPT SALVATION ARMY 1110 UNION ST LAFAYETTE IN 47904 362162710 3 5141 COMPUTERS/SOFTWARE TIPPECANOE ARTS FEDERATION 638 NORTH STREET LAFAYETTE IN 47901 350942566 3 10637 AGENCY DISCRETION RIGHT STEPS CHILD DEVELOPMENT CENTE 100 SAW MILL ROAD STE 1200 LAFAYETTE IN 47905 351386694 3 13565 CARPET UNITED WAY 1114 E STATE ST LAFAYETTE IN 47905 350891621 3 78337 AGENCY DISCRETION WABASH CENTER PO BOX 6449 LAFAYETTE IN 47903 351115916 3 17413 AGENCY DISCRETION YMCA CAMP TECUMSEH 12635 W TECUMSEH BEND RD BROOKSTON IN 47923 237331099 3 8675 AGENCY DISCRETION YWCA 605 N SIXTH ST LAFAYETTE IN 47901 350868224 3 48948 SERVER/PHONE/DVIPP ALMOST HOME HUMANE SOCIETY 1705 S 2ND ST LAFAYETTE IN 47905 350984028 3 13981 WASHER/DRYER BACH CHORALE SINGERS 839 MAIN STREET STE 540 LAFAYETTE IN 47901 237339360 3 5391 AGENCY DISCRETION BIG BROTHERS BIG SISTERS 3805 FORTUNE DRIVE STE 2 LAFAYETTE IN 47905 351157567 3 12972 COMPUTER EQUIP CIVIC THEATRE OF GREATER LAFAYETTE 313 N 5TH ST LAFAYETTE IN 47901 310191414 3 5239 AGENCY DISCRETION DOUBLE HARVEST 55 MAIN ST OBERLIN OH 44074 237444744 3 5909 AGENCY DISCRETION THOMAS DUNCAN HALL 619 FERRY ST LAFAYETTE IN 47901 202270091 3 20000 HEATING RENOVATION FAMILY SERVICES 615 N 18TH ST STE 101 LAFAYETTE IN 47904 351099083 3 14999 COMPUTERS FIRST METHODIST CHURCH 1700 W 26 WEST WEST LAFAYETTE IN 47906 350873339 3 20000 BOX TRUCK GOLDEN BRONCOS PO BOX 1535 LAFAYETTE IN 47902 237291836 3 120775 AGENCY DISCRETION HOME WITH HOPE 920 NORTH 11TH ST LAFAYETTE IN 47905 310889885 3 14391 SECURITY/MATTRESSES JESSIE'S KIDS FOUNDATION 1530 S 18TH ST LAFAYETTE IN 47905 320119241 3 10737 BASKETBALL COURT KEEP STOCKWELL BEAUTIFUL PO BOX 13 STOCKWELL IN 47983 371520362 3 7499 WALKWAY TO WETLANDS LAFAYETTE CATHOLIC SCHOOLS FDN 2410 S 9TH ST LAFAYETTE IN 47909 351376312 3 6000 TUITION ASSISTANCE LAFAYETTE CRISIS CENTER 1244 N 15TH ST LAFAYETTE IN 47904 351186633 3 7500 SOFTWARE UPGRADES LAFAYETTE PARKS FOUNDATION PO BOX 1535 LAFAYETTE IN 47902 351940198 3 19050 SNOWMAKING MACHINE LAFAYETTE URBAN MINISTRY 420 N 4TH ST LAFAYETTE IN 47901 351182938 3 28693 WATER HEATER/MATTRES MASTER GARDENERS ASSN OF TIPP CTY 3150 SAGAMORE PARKWAY LAFAYETTE IN 47905 351774913 3 5200 ROCKS FOR ROAD MATRIX LIFELINE PREGNANCY CENTER 935 MEZZANINE DR LAFAYETTE IN 47905 310971746 3 8000 TECHNOLOGY/FURNITURE ROUND THE FOUNDATION ART FAIR PO BOX 3411 LAFAYETTE IN 47902 351509916 3 7400 DESIGN/PRINTING SHELDON SWOPE ART MUSEUM 25 S 7TH ST TERRE HAUTE IN 47807 351225675 3 10000 WINDOWS SURF CLUB 307 N 10TH ST LAFAYETTE IN 47904 800016601 3 11636 BUILDING RENOVATION TIPPECANOE COUNTY PARKS AND REC 4449 ST RD 43 NORTH WEST LAFAYETTE IN 47996 352009765 3 119624 AGENCY DISCRETION TIPPECANOE SCHOOL CORPORATION 21 ELSTON RD LAFAYETTE IN 47909 351073190 GOV 9750 VARIOUS PROGRAMS MONTICELLO UNION TOWNSHIP LIBRARY 321 WEST BROADWAY ST MONTICELLO IN 47960 351417640 GOV 8283 AGENCY DISCRETION TRI COUNTY HIGH SCHOOL 302 E NORTH ST WOLCOTT IN 47995 351097768 GOV 19497 AGENCY DISCRETION 40 5 SCHOLARSHIPS 72 116000 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION VERIFIES THE TAX STATUS FOR ALL GRANTEES THROUGH GUIDESTAR.ORG OR HTTP://WWW.IRS.GOV/CHARITIES-&-NON-PROFITS/SEARCH-FOR- CHARITIES. GRANTEES ARE SELECTED BASED ON COMMUNITY NEEDS DETERMINED ANNUALLY BY OUR BOARD FOR PROGRAMS OR ACTIVITIES THAT FULFILL CHARITABLE OR OTHER EXEMPT PURPOSES WITHIN THE MEANING OF CODE SECTION 170(C)(1) OR 170 (C)(2)(B) AND THAT ARE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. THE FOUNDATION RECEIVES EXPENSE DOCUMENTATION FROM THE GRANTEE FOR THE ORIGINALLY PROPOSED CHARITABLE PROJECT BEFORE RELEASING THE FUNDS DIRECTLY TO THE GRANTEE. UPON COMPLETION OF THE CHARITABLE PROJECT, THE GRANTEE IS REQUIRED TO COMPLETE A GRANT ASSESSMENT SURVEY. PERIODIC SITE VISITS ARE CONDUCTED BY COMMUNITY FOUNDATION STAFF AND BOARD MEMBERS TO OBSERVE THE RESULTS OF SELECTED PROJECTS IN ADDITION TO THE GRANT ASSESSMENT SURVEY RESPONSES. FORM 990 DOING BUSINESS AS: THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ENFORCEMENT IS BY THE BOARD OF DIRECTORS AS SITUATIONS MAY ARISE. FORM 990, PAGE 6, PART VI, LINE 15A CEO'S SALARY IS DETERMINED BY THE BOARD WITH REFERENCE TO SIMILIAR POSITIONS BOTH NATIONALLY AND LOCALLY. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9 FASB 136 ADJUSTMENT -397,264 FASB 136 UNREALIZED GAIN ON INVESTMENTS -709,366 FASB 136 ADJUSTMENT 313,882 BOOK / TAX DEPRECIATION DIFFERENCE -1,955 THE JAMES SHOOK FAMILY FOUNDATION 1114 EAST STATE STREET LAFAYETTE IN 47905 352113755 FOUNDATION IN 501C3 11A N/A false false false false false false false false false false false false false false false false false false false false