2011-08-02T14:18:02-05:00 2010-12-31 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2010-01-01 352038531 OHIO COUNTY COMMUNITY FOUNDATION INC OHIO 8124389401 P O BOX 170 591 SMART DRIVE RISING SUN IN 47040 PEGGY DICKSON 8124389401 2011-07-11 1 KANDY L WISCHMEIER CPA 8125228416 2011-07-11 2010 2016-02-24 21:20:13Z PEGGY DICKSON P O BOX 170 591 SMART DRIVE RISING SUN IN 47040 5024254 0 X WWW.OCCFRISINGSUN.COM X 1998 IN PROVIDES STEWARDSHIP OF DONATED GIFTS, ADDRESSES COMMUNITY ISSUES AND MAKES GIFTS IN VARIOUS FIELDS. 9 9 6 35 0 0 1200715 332502 0 0 241951 -528648 202992 30190 1645658 -165956 947486 255435 0 0 105852 115673 0 0 77898 541314 317166 1594652 688274 51006 -854230 20030417 21991839 13612637 14643452 6417780 7348387 THE FOUNDATION WAS ORGANIZED TO PROVIDE RESPONSIBLE STEWARDSHIP OF DONATED GIFTS TO PROVIDE LEADERSHIP IN ADDRESSING COMMUNITY ISSUES AND TO MAKE GRANTS IN THE FIELDS OF COMMUNITY SERVICE, EDUCATION, HEALTH, ENVIRONMENT AND THE ARTS IN THE OHIO COUNTY AREA. 0 0 554572 255435 30190 THE COMMUNITY FOUNDATION SERVES AS A VEHICLE FOR RESIDENTS OF OHIO COUNTY TO DONATE TO VARIOUS ORGANIZATIONS AND PROJECTS IN THE COUNTY. DURING 2010, THE COMMUNITY FOUNDATION AWARDED SEVERAL GRANTS TO LOCAL ORGANIZATIONS AND SCHOLARSHIPS TO AREA STUDENTS. 554572 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 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 0 1 7 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X PEGGY DICKSON 8124389401 591 SMART DRIVE RISING SUN IN 470400170 KENNETH MCINTOSH 0.50 X 0 0 0 JOANNE HAMILTON 0.50 X X 0 0 0 KEITH MAJEWSKI 0.50 X 0 0 0 BARBARA RUXTON 0.50 X X 0 0 0 MARK GUARD 0.50 X X 0 0 0 EUNICE KITTLE 0.50 X 0 0 0 DONNA MOORE 0.50 X X 0 0 0 HOLT HOFFMAN 0.50 X 0 0 0 DON KITTLE 0.50 X 0 0 0 PEGGY DICKSON 40.00 X 53991 0 7359 53991 0 7359 0 0 0 0 0 332502 332502 705324 705324 3842778 113460 5190210 -1347432 113460 -1233972 -1233972 MISCELLANEOUS INCOME 900099 30190 30190 30190 -165956 30190 0 -528648 140235 140235 115200 115200 61349 18640 18405 24304 39658 11898 11897 15863 3530 1059 1059 1412 11136 3341 3341 4454 70512 70512 18329 6415 5499 6415 8528 3411 5117 13177 4684 3662 4831 4200 1470 1260 1470 1669 667 334 668 1439 647 144 648 30505 10676 9152 10677 254 89 76 89 ECO15 PROGRAM EXPENSE 142703 142703 OTHER PROGRAM EXPENSE 20975 20975 MISCELLANEOUS EXPENSES 3213 1285 643 1285 DUES AND SUBSCRIPTIONS 1662 665 332 665 688274 554572 55804 77898 100 100 1100867 1062515 549285 81924 483265 467361 18446185 20461863 20030417 21991839 228214 256994 13384423 14386458 13612637 14643452 X 872489 966359 5219791 6056528 325500 325500 6417780 7348387 20030417 21991839 X -854230 1784837 X X 0 1 1 X 0 X 184696 279423 423751 1200715 332502 2421087 184696 279423 423751 1200715 332502 2421087 2421087 714205 673182 754180 771072 705324 3617963 6039050 30510 0.40090 0.40810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 1843 8131 198779 1 1 0 1 6149218 572487 656768 182883 62106 7133484 4552158 668564 1169845 188008 53341 6149218 5394061 822019 -1485559 121488 56875 4552158 0.11000 0.04000 0.85000 0 0 325500 325500 223785 81924 141861 467361 -165956 688274 -854230 2786872 -1002035 1784837 930607 1628204 2786872 214097 3000969 -1372765 20226 1186583 1206809 -165956 697597 214097 214097 483500 20226 184548 204774 688274 PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENTS FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. THE ORGANIZATION ACCOUNTS FOR THESE TRANSFERS AS A LIABLITY IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS NO. 136. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE ORGANIZATIONS INVESTMENT ALLOCATION POLICIES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE FUNDS FOR CHARITABLE PURPOSES IN OHIO COUNTY. PART XI, LINE 8 - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT -1,002,035. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEE EXPENSE 214,097. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 1,186,583. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEE EXPENSE 214,097. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 184,548. 1 RISING SUN OHIO CO SCHOOL CORP 110 HENRIETTA AVE RISING SUN IN 47040 351095771 GOVERNMENT 24512 COMMUNITY ASSISTANCE BEAR BRANCH VOL FIRE DEPT 2855 MILTON BEAR BRANCH RISING SUN IN 47040 351550864 501(C)(3) 6500 COMMUNITY ASSISTANCE CITY OF RISING SUN 200 N WALNUT STREET RISING SUN IN 47040 356001176 GOVERNMENT 11965 COMMUNITY ASSISTANCE OHIO COUNTY HISTORICAL 212 S WALNUT ST RISING SUN IN 47040 237078487 501(C)(3) 9457 COMMUNITY ASSISTANCE RISING SUN CHURCH OF CHRIST 430 5TH ST RISING SUN IN 47040 351573960 CHURCH 12752 COMMUNITY ASSISTANCE RISING SUN MEDICAL CENTER 230 SIXTH ST RISING SUN IN 47040 352053194 501(C)(3) 14100 COMMUNITY ASSISTANCE RISING SUN VOL FIRE DEPT 121 HIGH STREET RISING SUN IN 47040 351758900 501(C)(3) 6440 COMMUNITY ASSISTANCE 6 1 SCHOLARSHIPS 103 115200 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION HAS TWO GRANT CYCLES. THE FIRST HALF IS APRIL 15TH AND PAYMENT IS MADE IN JUNE. THE SECOND HALF IS OCTOBER 15TH AND PAYMENT IS IN DECEMBER. OUTSIDE NOT-FOR-PROFITS SUBMIT APPLICATIONS TO THE FOUNDATIONS. ALL CYCLE APPLICATIONS ARE RECEIVED BY THE PROGRAM COORDINATOR. SHE MAKES SURE THAT THE ALL APPLICANTS MEET THE APPROPRIATE CRITERIA TO BE CONSIDERED FOR A GRANT. THE APPLICATIONS ARE DISTRIBUTED TO THE GRANT COMMITTEE (7 MEMBERS) WHO REVIEW THE APPLICANTS. THE GRANT COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD, AND THE BOARD MAKES THE FINAL DECISION ON WHO WILL RECEIVE GRANTS. ONCE GRANTS HAVE BEEN AWARDED BY THE BOARD, LETTERS ARE SENT TO THE GRANTEES ACKNOWLEDGING THEM THAT THEY HAVE BEEN SELECTED. NEXT, THE FOUNDATION SENDS OUT GRANT AGREEMENTS FOR THE OUTSIDE ORGANIZATION TO SIGN. AN AWARD PROGRAM IS HELD IN JUNE OR DECEMBER (DEPENDING ON CYCLE) FOR THE GRANTEE TO RECEIVE THE MONEY. ALL GRANTEES ARE GIVEN A DISPOSABLE CAMERA AND ARE REQUIRED TO TAKE A PICTURE OF THEIR PROJECT AFTER 6 MONTHS. THIS PICTURE ALONG WITH A FINAL REPORT IS SUBMITTED TO THE FOUNDATION. ALL FUNDS FOLLOW THE ABOVE GRANTING PROCEDURES WITH THE EXCEPTION BEING DONOR ADVISED FUNDS. THE FUND ORIGINATORS MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS, RATHER THAN THE GRANT COMMITTEE. PEG HAS THE AUTHORIZATION TO SIGN GRANT CHECKS UNDER $3,000. ANY GRANT OVER $3,000 REQUIRES TWO SIGNATURES, AND ONE SIGNATURE MUST BE THE TREASURER OR THE PRESIDENT OF THE BOARD OF DIRECTORS. ALL FUND STATEMENTS ARE GENERATED AND REVIEWED BY PEG BEFORE THEY ARE MAILED TO THE DONORS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER RECEIPT FROM AUDITORS. AFTER APPROVAL BY BOARD, EXECUTIVE DIRECTOR REVIEWS AND SIGNS AND SENDS FORMS IN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND FORMS TO BE SIGNED ARE PRESENTED TO THE BOARD AND EMPLOYEES AT THE BEGINNING OF EACH YEAR. THE FORMS ARE THEN REVIEWED FOR ANY PROBLEMS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USE COMPARABLE DATA AND YEARLY PERFORMANCE EVALUATIONS IN DETERMINING EXECUTIVE DIRECTOR COMPENSATION AND ANNUAL RAISES. OFFICERS AND KEY EMPLOYEES ARE ASKED TO COMPLETE A SELF-EVALUATION. THE EXECUTIVE DIRECTOR REVIEWS STAFF AND RECOMMENDS COMPENSATION TO THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS CAN BE VIEWED AT THE OFFICE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,786,872. SFAS #136 ADJUSTMENT -1,002,035. TOTAL TO FORM 990, PART XI, LINE 5: 1,784,837. OVERSIGHT AND SELECTION PROCESS FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS AND THE SELECTION PROCESS WERE NOT CHANGED DURING THE YEAR.