2013-09-25T15:25:41-05:00 2012-12-31 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2012-01-01 352000788 PORTER COUNTY COMMUNITY FOUNDATION INC PORT 2194650294 PO BOX 302 VALPARAISO IN 46384 BARBARA A YOUNG 2194650294 2013-09-16 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2013-09-16 2012 2016-02-24 21:20:13Z BARBARA A YOUNG PO BOX 302 VALPARAISO IN 46384 5717152 0 X WWW.PORTERCOUNTYFOUNDATION.ORG X 1996 IN WE INSPIRE GIVING AND ENGAGE OUR COMMUNITY TO IMPROVE LIVES IN PORTER COUNTY NOW AND FOREVER. 29 29 7 30 0 0 1187975 1256708 0 0 -566963 393711 130695 18950 751707 1669369 1974216 1928407 0 0 339693 354981 0 0 321158 359638 381729 2673547 2665117 -1921840 -995748 30170575 31456644 6422332 6581767 23748243 24874877 WE INSPIRE GIVING AND ENGAGE OUR COMMUNITY TO IMPROVE LIVES IN PORTER COUNTY NOW AND FOREVER. 0 0 2112535 1928407 THE ORGANIZATION DISBURSES GRANTS TO CHARITABLE ORGANIZATIONS FOR PROJECTS THAT PROMOTE THE COMMUNITY AND HELP MEET THE CHANGING NEEDS OF THE COMMUNITY. THE ORGANIZATION ALSO DISBURSES GRANTS TO PORTER COUNTY RESIDENTS IN ACCORDANCE WITH THE REQUESTS OF DONORS WHO ESTABLISH SCHOLARSHIP FUNDS. 2112535 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 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 4 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X BRENDA SHEETZ 2194650294 57 S FRANKLIN STREET SUITE 207 VALPARAISO IN 46383 WILLIAM P MAAR 1.00 X 0 0 0 DEBORA BUTTERFIELD 1.00 X 0 0 0 MARK MAASSEL 1.00 X X 0 0 0 LAURA CAMPBELL 1.00 X X 0 0 0 JANE MAXWELL 1.00 X 0 0 0 JONATHAN NALLI 1.00 X 0 0 0 STEPHANIE GERDES 1.00 X 0 0 0 RALPH NEFF 1.00 X 0 0 0 TRICIA GENO 1.00 X 0 0 0 DOUGLAS OLSON 1.00 X 0 0 0 MINAKSHI GHUMAN 1.00 X 0 0 0 JOHN HANNON 1.00 X 0 0 0 HEATHER HARRIGAN 1.00 X 0 0 0 PAUL REISEN 1.00 X X 0 0 0 BILL HIGBIE 1.00 X 0 0 0 DAVID A KELLY 1.00 X 0 0 0 GREGORY SOBKOWSKI 1.00 X X 0 0 0 SUSAN KELLY-JOHNSON 1.00 X 0 0 0 SPERO VALAVANIS 1.00 X 0 0 0 SHARON KISH 1.00 X 0 0 0 KATHARINE WEHLING 1.00 X 0 0 0 JON LEETZ 1.00 X 0 0 0 JAN BARSOPHY 1.00 X 0 0 0 RICK CALINSKI 1.00 X 0 0 0 SHAUNNA FINLEY 1.00 X 0 0 0 CAROL HALL 1.00 X 0 0 0 KENT MISHLER 1.00 X 0 0 0 GEOFF LACIAK 1.00 X 0 0 0 LINDA WOLOSHANSKY 1.00 X X 0 0 0 BARBARA YOUNG 40.00 X 122013 0 15084 BRENDA SHEETZ 40.00 X 73193 0 8521 195206 0 23605 1 0 0 0 0 1256708 30629 1256708 589318 589318 3387595 398033 3981235 0 -593640 398033 -195607 -195607 85498 66548 18950 18950 1669369 0 0 412661 1914407 1914407 14000 14000 218811 54703 54703 109405 107023 26756 26756 53511 2671 668 668 1335 3875 969 969 1937 22601 5650 5650 11301 10 10 4803 1633 1585 1585 30525 10379 10073 10073 87595 87595 4015 4015 61206 61206 52732 17930 17401 17401 24936 8478 8229 8229 42843 2142 40701 5960 1967 2026 1967 806 242 564 3927 1335 1296 1296 4360 4360 RESOURCE DEVELOPMENT 53408 53408 DUES AND SUBSCRIPTIONS 3028 1817 1211 MISC 1575 1575 2665117 2112535 231424 321158 3371992 1999574 327063 335943 120000 120000 2394 2394 153588 150536 6978 3052 25104434 27717327 1237714 1278354 30170575 31456644 439 137048 144145 6200741 6345814 84104 91808 6422332 6581767 X 1646682 1797667 22101561 23077210 23748243 24874877 30170575 31456644 X -995748 2251433 -129051 X X 0 1 X 1 0 X 2923411 4911238 2149125 1427291 1256708 12667773 2923411 4911238 2149125 1427291 1256708 12667773 3316353 9351420 685405 568718 462765 832325 589318 3138531 15806304 0.59160 0.55400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 387795 1221642 4908964 1 1 0 1 21696863 653062 2134983 1492135 213375 22779398 23824851 1179613 -1646938 1473046 187617 21696863 21319204 1145724 3174779 1613318 201538 23824851 18231076 1908886 2526288 1172310 174736 21319204 24480904 1316629 -5490184 1452385 460792 163096 18231076 0.05000 0.95000 0 0 61570 61569 1 92018 88967 3051 3052 GIFT ANNUITIES PAYABLE 85066 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 6742 91808 X 3713539 2251433 348540 2599973 1113566 87595 468208 555803 1669369 2586905 332518 332518 2254387 87595 323135 410730 2665117 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEE'S AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT 16,022. ADMINISTRATIVE FEES 265,970. SPECIAL EVENTS 66,548. PART XI, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 468,208. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 265,970. SPECIAL EVENTS 66,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 323,135. VALPO MAYORS BALL 40761 40761 5585 14987 PORTAGE MAYORS BALL 44737 44737 2316 43660 85498 85498 7901 58647 66548 18950 1 ALICE'S INC P O BOX 124 VALPARAISO IN 46384 352115434 501(C)(3) 6874 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ALL FAITHS FOOD BANK 8171 BLAIKIE COURT SARASOTA FL 342408321 650481674 501(C)(3) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE AMERICAN CHRISTIAN COLLEGE SUMMIT MINISTRIES P O BOX 207 MANITOU SPRINGS CO 80829 730792333 501(C)(3) 9100 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE AOPA FOUNDATION 421 AVIATION WAY FREDERICK MD 21701 208817225 501(C)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ASSOCIATION OF BIBLICAL COUNSELORS P O BOX 126555 FORT WORTH TX 76126 202388778 501(C)(3) 30000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE BEAR CREEK ELEMENTARY SCHOOL 2500 TABLE MESA DRIVE BOULDER CO 80305 GOVERNMENT 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT 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ITS EXEMPT PURPOSE COLLEGE MENTORS FOR KIDS 212 WEST 10TH STREET B26 INDIANAPOLIS IN 46202 352002052 501(C)(3) 7000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE COMMUNITY COALITION ON HOMELESSNESS 701 17TH AVE W BRADENTON FL 34205 593340921 501(C)(3) 35000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE COMMUNITY FOUNDATION OF SARASOTA COUNTY P O BOX 49587 SARASOTA FL 34230 591956886 501(C)(3) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE COMMUNITY THEATRE GUILD INC 154 W CHICAGO STREET PO BOX 167 VALPARAISO IN 46384 351007679 501(C)(3) 5179 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CORNERSTONE CHURCH OF BOULDER VALLEY 1190 S LASHLEY LN BOULDER CO 80305 CHURCH 9500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CORNERSTONE COMMUNITY CHURCH 7043 EAST 112TH AVE CROWN POINT IN 46307 CHURCH 9000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CORNERSTONE OF LAKEWOOD RANCH 14306 COVENANT WAY BRADENTON FL 34202 650617139 CHURCH 33000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CRISIS CENTER INC 101 N MONTGOMERY STREET GARY IN 46403 351324480 501(C)(3) 54854 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE CRU 100 LAKE HEART DRIVE MAIL CODE 2400 2400 ORLANDO FL 32832 956006173 501(C)(3) 18200 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DENTON BIBLE CHURCH 2300 E UNIVERSITY DRIVE DENTON TX 76209 751607582 CHURCH 6600 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE DUNEBROOK INC 7451 W JOHNSON ROAD MICHIGAN CITY IN 46360 351781854 501(C)(3) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE EARTH EXPLORERS INC 900 BASELINE ROAD BOULDER CO 80302 451620528 501(C)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ELEVATE VENTURES INC ONE NORTH CAPITOL AVE SUITE 900 INDIANAPOLIS IN 46204 274118692 501(C)(3) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE FAMILY & YOUTH SERVICES BUREAU 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CHICAGO STREET VALPARAISO IN 46383 264398254 501(C)(3) 5406 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HEALTHLINC INC 454 S COLLEGE AVENUE VALPARAISO IN 46383 352147791 501(C)(3) 53937 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HILLTOP NEIGHBORHOOD HOUSE 460 SOUTH COLLEGE AVENUE VALPARAISO IN 46383 351971819 501(C)(3) 13150 BRIDGING THE LEARNING GAP CHILDCARE PROGRAM; STRATEGIC PLANNING RETREATCONSULTANT; SUMMER RECREATION PROGRAM; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE HOUSING OPPORTUNITIES INC 2001 CALUMET VALPARAISO IN 46383 351965214 501(C)(3) 49012 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE; MCCORD TRANSITIONAL APARTMENTS UPGRADES; GIVE DAY DISTRIBUTION IMMANUEL LUTHERAN CHURCH 1700 MONTICELLO PARK DRIVE VALPARAISO IN 46383 CHURCH 12000 FOOD BANK; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE INDIANA DUNES ENVIRONMENTAL LEARNING CENTER 700 HOWE ROAD CHESTERTON IN 46304 352031658 501(C)(3) 7525 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE IVY TECH FOUNDATION 50 W FALL CREEK PARKWAY NORTH DRIVE DRIVE INDIANAPOLIS IN 46208 237073977 501(C)(3) 51820 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE JACOB'S LADDER PEDIATRIC REHAB CENTER 332 WEST 806 NORTH VALPARAISO IN 46385 352052681 501(C)(3) 5500 DEVELOPMENTAL PLAYGROUP; HANNAH'S HOPE; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE LAKE AREA UNITED WAY INC 221 WEST RIDGE ROAD GRIFFITH IN 46319 237170019 501(C)(3) 150000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE; PARENTS AS TEACHERS SUPPORT LATIN AMERICAN MINISTRY PARTNERS 522 S EDMONDS LANE SUITE 103 LEWISVILLE TX 75067 270257798 CHURCH 8000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE LUBEZNIK CENTER FOR THE ARTS 101 W SECOND STREET MICHIGAN CITY IN 46360 310922379 501(C)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MANATEE COMMUNITY FOUNDATION 3103 MANATEE AVE WEST BRADENTON FL 34205 650833500 501(C)(3) 17500 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MARKETPLACE MINISTRIES 2001 W PLANO PARKWAY SUITE 3200 PLANO TX 75075 751977793 501(C)(3) 80000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE MORAINE HOUSE 353 W LINCOLNWAY VALPARAISO IN 46383 351379793 501(C)(3) 9008 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE; SCHOLARSHIPS FOR MEN'S RECOVERY PROGRAM; GIVE DAY DISTRIBUTION NEIGHBORS CORPORATION 256 WEST INDIANA AVENUE VALPARAISO IN 46383 351768550 501(C)(3) 15731 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE; GIVE DAY DISTRIBUTION - DAYSPRING NEIGHBORS EDUCATIONAL OPPORTUNITIES INC 5391 CENTRAL AVE PORTAGE IN 46368 450697456 501(C)(3) 11000 TECHNOLOGY IMPROVEMENT PLAN; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE NEW CREATION BUSINESS ADVOCATES 653 AXE AVENUE VALPARAISO IN 46383 262727532 501(C)(3) 9922 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE OPPORTUNITY ENTERPRISES INC 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TOGETHER - HEBRON P O BOX 825 HEBRON IN 46341 371420165 501(C)(3) 12879 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE RECYCLING AND WASTE REDUCTION DISTRICT OF PORTER COUNTY 155 INDIANA AVE SUITE 314 VALPARAISO IN 46383 GOVERNMENT 6500 COMPOSTING SEMINAR; EARTH DAY 2012; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE RESURRECTION HOUSE INC P O BOX 398 SARASOTA FL 34230 650096171 501(C)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SALVATION ARMY OF BRADENTON P O BOX 1179 BRADENTON FL 34206 135562351 501(C)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SALVATION ARMY OF PORTER COUNTY P O BOX 828 PORTAGE IN 46368 135562351 501(C)(3) 12950 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SALVATION ARMY OF SARASOTA P O BOX 2792 SARASOTA FL 34230 135562351 501(C)(3) 10000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SAMARITAN'S PURSE INTERNATIONAL RELIEF P O BOX 3000 BOONE NC 28607 581437002 501(C)(3) 24700 HEART SURGERY FOR ONE CHILD; 3 HOUSES; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SARASOTA AUDUBON SOCIETY P O BOX 52132 SARASOTA FL 34232 237382804 501(C)(3) 43000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE SHIRLEY HEINZE LAND TRUST INC 109 WEST 700 NORTH VALPARAISO IN 46385 352153969 501(C)(3) 7279 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE ST ANDREW'S EPISCOPAL CHURCH 505 BULLSEYE LAKE ROAD VALPARAISO IN 46383 351335827 CHURCH 9675 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TEENPACT 10570 CR 2180 WHITEHOUSE TX 75791 582252295 501(C)(3) 29556 NATIONAL CONVENTION SPONSOR; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE THE CARING PLACE INC 3107 CASCADE DRIVE VALPARAISO IN 46383 310944075 501(C)(3) 36035 BOARD RETREAT FACILITATOR; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TRADEWINDS REHABILITATION CENTER INC 5901 W 7TH AVE GARY IN 46202 351139485 501(C)(3) 85105 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE TRINITY LUTHERAN CHURCH 201 N WASHINGTON STREET VALPARAISO IN 46383 351120575 CHURCH 5841 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE UNITED WAY OF PORTER COUNTY INC 951 EASTPORT CENTRE DRIVE P O BOX 2028 VALPARAISO IN 46384 356006484 501(C)(3) 8700 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE UNIVERSITY OF COLORADO FOUNDATION 970 AURORA AVE BOULDER CO 80302 846049811 501(C)(3) 7000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO FAMILY YMCA 1201 CUMBERLAND CROSSING DRIVE VALPARAISO IN 46383 350876401 501(C)(3) 20235 LIVESTRONG AT THE YMCA; MIDDLE SCHOOL/EARLY TEEN PROGRAM; CONSULTANT FOR LEADERSHIP TEAM; TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO HIGH SCHOOL DOLLARS FOR SCHOLARS 3801 N CAMPBELL STREET VALPARAISO IN 46385 061250490 GOVERNMENT 9882 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO PARKS AND RECREATION FOUNDATION 3210 CAMPBELL VALPARAISO IN 46383 351756907 501(C)(3) 7401 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VALPARAISO UNIVERSITY KRETZMANN HALL VALPARAISO IN 46383 350868125 GOVERNMENT 42405 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE VISITING NURSE ASSOCIATION OF PORTER COUNTY 2401 VALLEY DRIVE VALPARAISO IN 46383 351174866 501(C)(3) 12250 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE WORLD VISION P O BOX 70359 TACOMA WA 984810359 951922279 501(C)(3) 13700 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE 83 0 SCHOLARSHIPS 14 14000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT APPLICATIONS ARE ACCEPTED AND REVIEWED BY THE FOUNDATION TWO TIMES EACH YEAR. THE GRANT COMMITTEE MEETS TO MAKE RECOMMENDATIONS TO THE BOARD ON THE GRANTS TO BE APPROVED. ONCE REVIEWED AND APPROVED BY THE BOARD, NOTIFICATION LETTERS AND GRANT AGREEMENTS ARE MAILED TO EACH RECIPIENT. RECIPIENTS ARE REQUIRED TO SIGN THE GRANT AGREEMENT AND RETURN IT TO THE FOUNDATION. ANNUAL REPORTS ON THE USE OF THE FUNDS MUST BE FILED WITH THE FOUNDATION UNTIL ALL GRANT FUNDS ARE EXPENDED. X 7 30629 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN HANNON AND GREGG SOBKWOSKI HAVE A BUSINESS RELATIONSHIP. LINDA WOLOSHANSKY AND SHAUNNA FINLEY HAVE A BUSINESS RELATIONSHIP. STEPHANIE GERDES AND JANE MAXWELL HAVE A BUSINESS RELATIONSHIP. STEPHANIE GERDES AND BARB YOUNG HAVE A BUSINESS RELATIONSHIP. SPERO VALAVANIS AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. CAROL HALL AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. CAROL HALL AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. SHARON KISH AND LINDA WOLOSHANSKY HAVE A BUSINESS RELATIONSHIP. SPERO VALAVANIS AND DAVE ROSE HAVE A BUSINESS RELATIONSHIP. DAVE ROSE AND KENT MISHLER HAVE A BUSINESS RELATIONSHIP. KENT MISHLER AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. DOUG OLSON AND SPERO VALAVANIS HAVE A BUSINESS RELATIONSHIP. DAVE ROSE AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. HEATHER HARRIGAN AND JONATHAN NALLI HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 AN ELECTRONIC VERSION OF THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER AND REVIEWED BY THE AUDIT COMMITTEE AND AT THE BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C A SUMMARY OF THE CONFLICTS LISTED BY EACH BOARD MEMBER IS DISTRIBUTED TO THE GOVERNANCE COMMITTEE FOR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 EACH BOARD MEMBER IS GIVEN AN EVALUATION FORM FOR THE PRESIDENT AND ASKED TO COMPLETE IT AND RETURN TO THE CHAIR OF THE BOARD OF DIRECTORS. THE CHAIR SUMMARIZES ALL THE INFORMATION CONTAINED IN THE EVALUATIONS. AN EXECUTIVE COMMITTEE MEETING IS HELD. THEY REVIEW THE EVALUATION RESULTS, COMPARABLE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA GRANTMAKERS ALLIANCE TAKING INTO CONSIDERATION THE ASSET SIZE OF THE FOUNDATION AND OUR GEOGRAPHIC LOCATION. A RECOMMENDATION FROM THE COMMITTEE IS PRESENTED TO THE BOARD FOR APPROVAL. A WRITTEN POLICY HAS BEEN APPROVED BY THE BOARD. THE PRESIDENT COMPLETES AN EVALUATION ON EACH STAFF MEMBER. SHE REVIEWS THE EVALUATION WITH THE STAFF MEMBER. THE PRESIDENT AND CHAIR REVIEW THE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA GRANTMAKERS ALLIANCE IN THE SAME MANNER AS THE REVIEW OF THE PRESIDENT'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE PUBLICIZED IN THE ANNUAL REPORT AND ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -145,073. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 16,022. CHANGES IN PROCEDURES OF AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. THE DISCOVERY ALLIANCE 57 S FRANKLIN STREES SUITE 207 VALPARAISO IN 46383 352112155 SUPPORTING ORGANIZATION IN 501(C)(3) 11 A (TYPE I) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0