2011-08-11T14:06:41-05:00 2011-03-31 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2010-04-01 311117791 COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC COMM 7656620065 505 WEST THIRD MARION IN 46952 ELIZABETH A WRIGHT 7656621438 2011-08-08 1 JERALD L CHILDS CPA 7652843384 2011-08-08 2010 2016-02-24 21:20:13Z ELIZABETH A WRIGHT 505 WEST THIRD STREET MARION IN 46952 11300204 0 X COMFDN.ORG X 1984 IN THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC IS TO ENHANCE AN IMPROVED QUALITY OF LIFE IN GRANT COUNTY. 24 24 18 289 0 0 1397831 1322538 0 0 568415 827998 6000 0 1972246 2150536 1017463 1071987 0 0 535229 582562 0 0 137666 313717 281626 1866409 1936175 105837 214361 18032453 19320752 942282 964080 17090171 18356672 X THE MISSION OF THE COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA, INC IS TO ENHANCE AN IMPROVED QUALITY OF LIFE IN GRANT COUNTY BY BUILDING A TRADITION OF GIVING, BY CONTINUING TO INCREASE ITS ENDOWED ASSETS, BY BEING MORE PURPOSEFUL AND EFFECTIVE IN OUR GRANTMAKING, AND BY ENHANCING COMMITMENT TO OUR COMMUNITY AND BEYOND. 0 0 242577 26490 PROJECT LEADERSHIP IS A PROGRAM THAT PARTNERS WITH COMMUNITIES AND SCHOOLS TO INCREASE HIGH SCHOOL AND POST-SECONDARY GRADUATION RATES IN GRANT AND DELAWARE COUNTIES. THE PROJECT LEADERSHIP MENTORING PROGRAM SERVICES APPROXIMATELY 220 HIGH SCHOOL STUDENTS. ITS TWENTY-FIRST CENTURY SCHOLAR RECRUITMENT PARTNERSHIPS INCREASED ENROLLMENTS OF MIDDLE SCHOOL STUDENTS TO 94% (1,253 STUDENTS) IN GRANT COUNTY AND 75% (1,425) IN DELAWARE COUNTY LAST YEAR. FINANCIAL AID WORKSHOPS FOR GRANT COUNTY SENIORS LAST YEAR IDENTIFIED $1.4 MILLION IN FEDERAL AND STATE AID FOR STUDENTS TO GO TO COLLEGE. 322677 292775 SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR INDIVIDUALS TO COMPLETE POST-SECONDARY EDUCATION AND TRAINING. MORE THAN TWENTY SCHOLARSHIP COMMITTEES HELP WITH THE SELECTION PROCESS, WITH 374 APPLICATIONS THERE WERE OVER 180 RECIPIENTS. 261298 237083 HUMAN SERVICES -IN A CHANGE FROM LAST YEAR, THE AREA OF HUMAN SERVICES SURPASSED THAT OF COMMUNITY DEVELOPMENT THIS YEAR. NO DOUBT A SIGN OF CURRENT STATE AND NATIONAL ECONOMIC TIMES, MANY LOCAL GRANT COUNTY ORGANIZATIONS WERE FOUND TO BE SUPPORTING SOME OF THE MOST BASIC HUMAN NEEDS ON A LARGE SCALE LEVEL, AND THE FOUNDATION STEPPED UP TO ASSIST SUCH ORGANIZATIONS. SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA, TWIN CITY WE CARE, AND THE COMMUNITY THANKSGIVING DINNER FUNDS UTILIZED MONIES PROVIDED BY THE FOUNDATION TO FEED THE HUNGRY IN OUR COMMUNITY, A COMMON NEED WITH A RISING UNEMPLOYMENT RATE.ADDITIONALLY, THE FOUNDATION FIELDED REQUESTS AND AWARDED FUNDS TO PURCHASE SAFETY EQUIPMENT FOR MULTIPLE POLICE AND FIRE DEPARTMENTS INCLUDING: THE FAIRMOUNT POLICE DEPARTMENT, THE GRANT COUNTY SHERIFF'S OFFICE, THE GAS CITY FIRE DEPARTMENT, THE SWAYZEE VOLUNTEER FIRE DEPARTMENT, THE MILL TOWNSHIP VOLUNTEER FIRE DEPARTMENT, JONESBORO FIRE DEPARTMENT, AND THE CONVERSE FIRE DEPARTMENT. IF NEXT YEAR IS ANYTHING LIKE THIS YEAR, WE'LL CONTINUE FUNDING BASIC HUMAN SERVICES LIKE WE DID THIS YEAR WHEN THE FOUNDATION ASSISTED HABITAT FOR HUMANITY TO BUILD HOMES, MARION-COUNTY SENIOR CENTER TO PURCHASE AN AIR HANDLING SYSTEM, AND FAMILY SERVICE SOCIETY-HANDS OF HOPE TO SUPPORT THE WOMEN'S SHELTER FOR DOMESTIC VIOLENCE. THE COMMUNITY FOUNDATION OF GRANT COUNTY'S DISTRIBUTIONS THIS YEAR TYPIFY THAT OF THE LOCAL ECONOMIC CLIMATE AND THE BASIC HUMAN NEEDS THAT CORRESPOND TO IT. 568302 515639 OTHER PROGRAMS PROVIDED SUPPORT TO ORGANIZATIONS FOR COMMUNITY DEVELOPMENT, YOUTH EDUCATION,AND HEALTH INITIATIVES. THE VERY GOAL OF THE COMMUNITY FOUNDATION OF GRANT COUNTY IS TO IMPROVE THE QUALITY OF LIFE IN GRANT COUNTY. WE DO THIS THROUGH COMMUNITY LEADERSHIP, NEUTRAL CONVENING, ASSET DEVELOPMENT, AND GRANTMAKING. YOUTH EDUCATION PROGRAMS INCLUDE PHILANTHROPY TRAINING, COLLEGE PREPARATION PROGRAMMING, AND COUNTY-WIDE INITIATIVES SPEARHEADED BY ALL 5 SCHOOL DISTRICTS ALONG WITH THE SMALLER PRIVATE SCHOOLS. THE GRANTMAKING OF THE COMMUNITY FOUNDATION TO OUR GRANT COUNTY COMMUNITY DEFINITELY HELPS US FULFILL OUR MISSION TO IMPROVE THE QUALITY OF LIFE LOCALLY. AND, WE'RE HAPPY TO WORK CLOSELY WITH CHARITABLE ORGANIZATIONS TO ENSURE THAT EVERY DOLLAR GRANTED IS AN INVESTMENT INTO A BETTER FUTURE FOR THE NEXT GENERATION. 568302 515639 1394854 1 1 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 2 0 1 18 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X ELIZABETH WRIGHT 7656620065 505 WEST THIRD MARION IN 46952 BARNETT JANET 1.00 X 0 0 0 BEDI STEVE 1.00 X 0 0 0 BEHNKE KAREN 1.00 X 0 0 0 BELCHER MICHAEL 1.00 X 0 0 0 CERTAIN H JOSEPH 1.00 X 0 0 0 DAILEY TRENT 1.00 X 0 0 0 ECKERLE MARY 1.00 X 0 0 0 FITZGERALD JUDY 1.00 X 0 0 0 HENDRICKS GARY 1.00 X 0 0 0 LEIGHTY CHAD 1.00 X 0 0 0 LEWIS BRIAN 1.00 X 0 0 0 LIGHTLE JOHN 1.00 X 0 0 0 MERCHANT JANE 1.00 X 0 0 0 MITCHELL ROYCE 1.00 X 0 0 0 NEVELS REGGIE 1.00 X 0 0 0 OLIVER CHRIS 1.00 X 0 0 0 RAABE DAVE 1.00 X 0 0 0 SUTTER NEDRA 1.00 X 0 0 0 WEBB WILBUR 1.00 X 0 0 0 WAMPNER STEVE 1.00 X 0 0 0 MCCOY DRU 1.00 X X 0 0 0 COLE NANCY 1.00 X X 0 0 0 CROUSE DAVID 1.00 X X 0 0 0 HARKER MARTIN 1.00 X X 0 0 0 WRIGHT ELIZABETH A 35.00 X 88522 0 0 RUSH SHERRI L 35.00 X 45095 0 0 BROWN DAWN 35.00 X 63462 0 0 197079 0 0 0 0 0 0 0 21796 1300742 1322538 462712 462712 9504454 10500 9134196 15472 370258 -4972 365286 365286 2150536 365286 0 462712 779212 779212 292775 292775 211450 45111 115923 50416 311848 183421 67362 61065 5000 2941 1054 1005 13144 7214 3406 2524 41120 18019 14336 8765 638 638 19980 19980 88580 88580 8504 40 6996 1468 44183 23877 18480 1826 7636 743 6893 25096 12000 13096 11549 10701 600 248 13247 979 5558 6710 24213 24213 3987 2590 1397 PROGRAM EVENTS 7886 7886 DUES & SUBSCRIPTIONS 6376 40 6336 PROJECT LEADERSHIP RECR 4891 4891 CHANGE IN VALUE SPLIT I 2242 2242 12618 5004 7614 1936175 1394854 403655 137666 29475 30791 2071435 1600772 342500 137500 107 15750 21000 1408 457 564088 200354 396267 363734 15138808 17148914 36810 17477 18032453 19320752 18958 13576 3709 500 919115 950504 942282 964080 X 16318619 17913758 771552 442914 17090171 18356672 18032453 19320752 X 214361 1052140 X X 0 1 1 X 0 X 420588 1436103 2131861 1397831 1322538 6708921 420588 1436103 2131861 1397831 1322538 6708921 1654605 5054316 614967 747766 715970 463858 462712 3005273 19 19 9714213 7236 0.52030 0.47450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 23292 17136 462749 1 1 14637156 857907 1789654 592447 326528 16365742 11162136 846845 3465076 543734 293167 14637156 14247370 1091533 -3208742 669639 298386 11162136 1.00000 0 0 124280 17033 141313 295525 107527 187998 127250 92827 34423 363734 FUNDS HELD FOR THE BENEFIT OF OTHERS 938281 CHARITABLE GIFT ANNUITY OBLIGATION 12223 950504 2150536 1936175 214361 1024549 27591 1052140 1266501 3387554 1024549 269896 1294445 2093109 57427 57427 2150536 2121053 269896 269896 1851157 85018 85018 1936175 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EACH ENDOWMENT FUND IS SET-UP WITH A SPECIFIC PURPOSE IN MIND. AS THE ENDOWMENT GROWS, A PERCENTAGE OF THE AVERAGE BALANCE CAN BE SPENT TO MEET THE PURPOSE OF EACH FUND. WITH 238 DIFFERENT ENDOWMENT FUNDS, WE HAVE MANY VARIED PURPOSES. ENDOWMENT FUNDS ARE ULTIMATELY UTILIZED TO HELP US MEET OUR MISSION OF IMPROVING THE QUALITY OF LIFE IN GRANT COUNTY. WE ARE ABLE TO DO THAT BY SETTING UP FUNDS THAT DIRECTLY BENEFIT GRANT COUNTY AND SETTING UP FUNDS THAT HELP TO MEET THE LOCAL DONOR'S CHARITABLE GOALS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FUNDS HELD FOR THE BENEFIT OF OTHERS 27,591. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERFUND TRANSFERS FOR SUPPORTING SERVICES 269,896. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM FUNDS HELD FOR THE BENEFIT OF OTHERS 57,427. PART XIII, LINE 2D - OTHER ADJUSTMENTS: INTERFUND TRANSFERS FOR SUPPORTING SERVICES 269,896. PART XIII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM FUNDS HELD FOR THE BENEFIT OF OTHERS 85,018. 1 CSA-COMMUNITY SCHOOL OF THE ARTS 305 S ADAMS ST MARION IN 46952 351956785 501(C)3 11000 PROGRAM SUPPORT FAMILY SERVICE SOCIETY 101 S WASHINGTON ST MARION IN 46952 350868083 501(C)3 15570 SUPPORT FOR WOMEN'S SHELTER AND 40 DEVELOPMENTAL ASSETS CARDINAL GREENWAY PO BOX 85 FAIRMOUNT IN 46928 351885151 501(C)3 13500 TRAIL MAINTENANCE IN GRANT COUNTY OAK HILL UNITED SCHOOL CORP 1474 N 800 W 27 CONVERSE IN 46919 351103852 PUBLIC SCHOOL 100000 PROGRAM SUPPORT MARION PUBLIC LIBRARY-IMAGINATION LIBRARY 600 S WASHINGTON ST MARION IN 46953 356001833 MARION PUBLIC LIBR 14817 IMAGINATION LIBRARY BOOKS FOR CHILDREN-PURCHASED FROM THE DOLLYWOOD FOUNDATION INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 501(C)3 35109 UNIVERSITY PROGRAMS & SCHOLARSHIPS PROJECT BLUEPRINT 505 W THIRD ST MARION IN 46952 26000 NATIONAL COLLEGE COSTS PROGRAM PROVIDED FOR GRANT COUNTY SCHOOLS MARION PARKS DEPARTMENT 301 S BRANSON ST MARION IN 46952 356001102 CITY OF MARION 17515 MARION CLASSIC BIKE RACE ST PAUL CATHOLIC CHURCH 10009 KEM RD MARION IN 46952 350941133 501(C)3 16900 PROGRAM SUPPORT REACH 801 N WESTERN AVE MARION IN 46952 22970 PROGRAM SUPPORT-CLOTHING AND SUPPLIES FOR NEEDY CHILDREN GAS CITY AREA CHAMBER OF COMMERCE 407 E MAIN STREET GAS CITY IN 46933 351850390 501(C)6 6000 WEBSITE UPGRADE GRANT COUNTY RESCUE MISSION 423 S GALLATIN ST MARION IN 46953 351659778 501(C)3 5250 GED TESTING FOR THE NEEDY MARION GRANT COUNTY SENIOR CENTER 503 S GALLATIN ST MARION IN 46953 351814856 501(C)3 27000 NEW AIR HANDLING SYSTEM FOR BUILDING SERVICES FOR THE VISUALLY AND HEARING IMPAIRED 2301 S ADAMS ST MARION IN 46953 237050618 501(C)3 5000 NEW ROOF FOR BUILDING TWIN CIY WE CARE 1062 WALNUT CREEK LN GAS CITY IN 46933 15000 FOOD FOR THE NEEDY BRIDGES TO HEALTH 1251 W KEM RD MARION IN 46952 205405181 501(C)3 8900 CHILDREN'S HEALTH CARE, SUPPLIES FOR DIABETIC PATIENTS SWAYZEE VOLUNTEER FIRE DEPARTMENT INC 108 N WASHINGTON ST SWAYZEE IN 46986 356042925 TOWN OF SWAYZEE 5000 THERMAL IMAGING CAMERA UNITED WAY OF GRANT COUNTY 205 S WASHINGTON ST MARION IN 46952 350995975 501(C)3 6885 OFFICE EQUIPMENT GAS CITY FIRE DEPARMENT 111 S 3RD ST GAS CITY IN 46933 356001041 TOWN OF GAS CITY 5000 THERMAL IMAGING CAMERA INDIANA FREEDOM MEMORIAL 1603 N BALDWIN AVE MARION IN 46952 273923133 501(C)3 5096 WAR MEMORIAL FOR MATTER PARK GAS CITY MAIN STREET 311 E MAIN ST GAS CITY IN 46933 356001041 TOWN OF GAS CITY 149156 GAS CITY MAIN STREET BEAUTIFICATION MARION COMMUNITY SCHOOLS 1240 S ADAMS ST MARION IN 46953 356002617 PUBLIC SCHOOL 11714 ADVERTISING TO BOOST ENROLLMENT MARION PHILHARMONIC ORCHESTRA PO BOX 272 MARION IN 46952 237126357 501(C)3 26610 CONCERTS AND PROGRAM SUPPORT SALVATION ARMY 359 N BRADNER AVE MARION IN 46952 362167910 501(C)3 8667 PROGRAM SUPPORT CAREY SERVICES 2724 S CAREY ST MARION IN 46953 350965642 501(C)3 22992 PROGRAM SUPPORT FIRST LIGHT CHILD ADVOCACY CENTER 904 W 3RD ST MARION IN 46952 810597539 501(C)3 14000 PROGRAM SUPPORT GAS CITY AREA CHAMBER OF COMMERCE 407 E MAIN STREET GAS CITY IN 46933 351850390 501(C)6 5500 BOOMTOWN FESTIVAL WESTMINSTER PRESBYTERIAN CHURCH 1100 W JEFFRAS AVE MARION IN 46952 351383470 501(C)3 40625 PROGRAM SUPPORT 22 4 SCHOLARSHIPS FOR STUDENTS FROM EASTBROOK HIGH SCHOOL 18 18225 SCHOLARSHIPS FOR STUDENTS FROM MARION HIGH SCHOOL 81 113005 SCHOLARSHIPS FOR STUDENTS FROM MISSISSINEWA HIGH SCHOOL 25 46375 SCHOLARSHIPS FOR STUDENTS FROM OAK HILL HIGH SCHOOL 33 72900 SCHOLARSHIS FOR STUDENTS FROM KINGS ACADEMY 2 5500 SCHOLARSHIPS FOR STUDENTS FROM LAKEVIEW CHRISTIAN SCHOOL 3 5675 SCHOLARSHIPS FOR STUDENTS FROM MADISON GRANT HIGH SCHOOL 17 27125 SCHOLARSHIPS FOR STUDENTS FROM GRANT COUNTY, INDIANA 2 3970 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A CHECKLIST IS COMPLETED WHEN THE GRANT APPLICATION IS SUBMITTED. THE APPLICATION NEEDS TO INCLUDE A BALANCE SHEET AND AN INCOME STATEMENT. WHEN GRANTEES RECEIVE THEIR GRANT CHECK, THEY ALSO RECEIVE A FINAL GRANT REPORT TO COMPLETE. ONCE GRANT MONIES HAVE BEEN SPENT, THE GRANTEE COMPLETES THE FINAL GRANT REPORT AND SUBMITS IT TO THE FOUNDATION WITH RECEIPTS, PHOTOS, AND OTHER DOCUMENTATION. X 1 1 X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 1A THE FOUNDATION'S BOARD MEETINGS ARE HELD AT THE LOCAL COUNTRY CLUB, SO THE FOUNDATION BENEFITS FROM THE MEMBERSHIP PROVIDED TO THE EXECUTIVE DIRECTOR. SHERRI L RUSH PROVIDE TUITION ASSISTANCE FOR MASTERS DEGREE PROGRAM. X 21000 21000 0 1 1 21000 O'BRIEN KEVIN SON OF FORMER BOARD MEMBER MIKE O'BRIEN 1500 SCHOLARSHIP FUTRELL KRISTEN GRANDDAUGHTER OF BOARD MEMBER NEDRA SUTTER 1450 SCHOLARSHIP CONRAD RACHEL FOUNDATION INTERN SECOND SEMESTER OF 2010-2011 SCHOOL YEAR 350 SCHOLARSHIP FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED TO THE EXECUTIVE AND FINANCE COMMITTEES AT A SPECIAL MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE DISCLOSES WHETHER THEY OR FAMILY MEMBERS HAVE INTERESTS THAT GIVE RISE TO CONFLICT OF INTEREST. SHOULD A CONFLICT ARISE, THAT INDIVIDUAL DOES NOT PARTICIPATE IN COMMITTEE OR BOARD DELIBERATIONS AND DECISIONS CONCERNING THAT TRANSACTION/DECISION. ANY BOARD MEMBER OR STAFF WHO IS UNCERTAIN ABOUT POSSIBLE CONFLICTS OF INTEREST IN ANY MATTER MAY REQUEST THE BOARD TO DETERMINE WHETHER A POSSIBLE CONFLICT PREVAILS; THE BOARD RESOLVES THE QUESTION BY MAJORITY VOTE. THE POTENTIAL OF CONFLICT IS REFERRED TO COUNSEL FOR AN OPINION WHENEVER POSSIBLE PRIOR TO THE BOARD'S VOTE. DETAILED MINUTES ARE ALWAYS KEPT TO DOCUMENT BOARD/STAFF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY AMOUNTS ARE DISCUSSED AND RESEARCHED BY THE FOUNDATION'S EXECUTIVE COMMITTEE EACH YEAR. THE COMMITTEE MAY REFER TO THE SALARY AND BENEFITS REPORT FROM THE COUNCIL ON FOUNDATIONS WHEN DETERMINING THE SALARY AND BENEFITS OF THE OFFICERS AND STAFF. FORM 990, PART VI, SECTION C, LINE 18 CURRENT AND PAST FORM 990'S ARE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG AND BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 1023 IS AVAILABLE BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,024,549. CHANGE IN FUNDS HELD FOR THE BENEFIT OF OTHERS 27,591. TOTAL TO FORM 990, PART XI, LINE 5: 1,052,140. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. CF PROPERTIES ONE (1) LLC 505 WEST THIRD STREET MARION IN 46952 HOLD TITLE TO AND ACCEPT GIFTS OF REAL ESTATE IN 0 54673 N/A