COMMUNITY FOUNDATION OF WABASH COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF WABASH COUNTY INC (EIN 35-6019016)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349305221
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:12:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356019016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF WABASH | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2609824824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E MAIN ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469621823 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN HOWENSTINE | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2609824824 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN HOWENSTINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E MAIN ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,725,459 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFWABASH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,786,395 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,897,782 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $513,849 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $496,338 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,132,241 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,231,862 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,000 | PYOtherRevenueAmt |
| CY Other Revenue | $33,783 | CYOtherRevenueAmt |
| PY Total Revenue | $13,444,485 | PYTotalRevenueAmt |
| CY Total Revenue | $9,659,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,605,041 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,133,099 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $470,107 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $506,394 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,857 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,150,935 | PYOtherExpensesAmt |
| CY Other Expenses | $1,066,385 | CYOtherExpensesAmt |
| PY Total Expenses | $4,226,083 | PYTotalExpensesAmt |
| CY Total Expenses | $5,705,878 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,218,402 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,953,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,052,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,192,405 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,621,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,258,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,431,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,933,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,121,703 | ExpenseAmt |
| Grant | $946,786 | GrantAmt |
| Revenue | $114,158 | RevenueAmt |
| Desc | THE COMMUNITY FOUNDATION ACCEPTS GRANT APPLICATIONS FROM AREA ORGANIZATIONS TWO TIMES A YEAR AND AT ITS DISCRETION WITHOUT ADVICE OR RECOMMENDATIONS FROM A DONOR, OR ANY PERSONS DESIGNATED BY THE DONOR(S), AWARDS GRANTS FOR CHARITABLE PURPOSES WHICH ENRICH LIFE IN WABASH COUNTY BY RESPONDING TO EMERGING AND CHANGING NEEDS AND BY SUSTAINING EXISTING ORGANIZATIONS AND INSTITUTIONS IN SUPPORT OF ARTS AND CULTURE, COMMUNITY AND CIVIC DEVELOPMENT, HEALTH AND HUMAN SERVICES, EDUCATION, RECREATION, AND THE ENVIRONMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $485,973 | ExpenseAmt |
| Grant | $409,922 | GrantAmt |
| Revenue | $49,634 | RevenueAmt |
| Desc | THE COMMUNITY FOUNDATION PROVIDES GRANTS TO INDIVIDUALS IN THE FORM OF SCHOLARSHIPS. WE ALSO PROVIDE ASSISTANCE TO INDIVIDUALS FOR BASIC NEEDS DURING A TIME OF FINANCIAL CRISIS BROUGHT ON BY A MEDICAL CONDITION. THE COMMUNITY FOUNDATION ALSO MAKES GRANTS FROM FIELD OF INTEREST ENDOWMENTS, WHICH PROVIDE SUPPORT FOR SPECIFIED CHARITABLE PURPOSES. GRANTS ARE MADE WITH AND WITHOUT ADVICE OR RECOMMENDATIONS FROM THE DONOR OR ANY PERSON DESIGNATED BY THE DONOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,250,645 | ExpenseAmt |
| Grant | $2,748,709 | GrantAmt |
| Revenue | $327,583 | RevenueAmt |
| Desc | THE COMMUNITY FOUNDATION GRANTS TO SPECIFIED PUBLIC CHARITIES AS NAMED BY DONORS OF DESIGNATED ENDOWMENTS. DESIGNATED ENDOWMENTS PROVIDE FINANCIAL SUPPORT IN PERPETUITY TO ORGANIZATIONS WHOSE MISSIONS INCLUDE THE ADVANCEMENT OF HEALTH AND HUMAN SERVICES, EDUCATION, FITNESS AND RECREATION, ARTS AND CULTURE, COMMUNITY AND CIVIC DEVELOPMENT, AND THE ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,287 | ExpenseAmt |
| Grant | $27,682 | GrantAmt |
| Revenue | $4,963 | RevenueAmt |
| Desc | PROMISE SCHOLARSHIPS ARE AWARDED TO HELP STUDENTS PAY FOR A COLLEGE OR CAREER EDUCATION AFTER HIGH SCHOOL. PROMISE SCHOLARSHIPS ARE EARNED IN GRADES 4 THROUGH 8 THROUGH IN-SCHOOL CLASSROOM ACHIEVEMENTS AND REGULAR SAVINGS. SCHOLARSHIPS ARE AWARDED TO A STUDENT'S EARLY AWARD SCHOLARSHIP FUND, WHICH IS ADMINISTERED BY THE COMMUNITY FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,287 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $27,682 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,963 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,893,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 2609824824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E MAIN ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469621823 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN HOWENSTINE | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUSSELL COULTER-KERN | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN PEAS | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM WIDNER | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM CHINWORTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH GILLESPIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH GILLENWATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD LYBARGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELSEY JO KESSIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE MANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MANWARING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE MESSER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER OLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN PHILIPPSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA GRANT | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | Yes (X) | $119,053 | $0 | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,053 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $19,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $6,897,782 | AllOtherContributionsAmt |
| Noncash Contributions | $194,149 | NoncashContributionsAmt |
| Total Contributions | $6,897,782 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $496,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $496,338 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $496,338 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,132,396 | TotalRevenueColumnAmt |
| Exclusion | $2,132,396 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,165,160 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,065,694 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,466 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,466 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Total Revenue Column | $33,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,783 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,783 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,659,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $629,587 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,132,396 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,834,244 | TotalAmt |
| Program Services | $3,834,244 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,855 | TotalAmt |
| Program Services | $298,855 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,053 | TotalAmt |
| Program Services | $79,766 | ProgramServicesAmt |
| Management And General | $32,144 | ManagementAndGeneralAmt |
| Fundraising | $7,143 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,971 | TotalAmt |
| Program Services | $225,011 | ProgramServicesAmt |
| Management And General | $92,727 | ManagementAndGeneralAmt |
| Fundraising | $21,233 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,941 | TotalAmt |
| Program Services | $8,661 | ProgramServicesAmt |
| Management And General | $3,487 | ManagementAndGeneralAmt |
| Fundraising | $793 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,429 | TotalAmt |
| Program Services | $23,583 | ProgramServicesAmt |
| Management And General | $9,652 | ManagementAndGeneralAmt |
| Fundraising | $2,194 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,338 | TotalAmt |
| Management And General | $496,338 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,863 | TotalAmt |
| Management And General | $58,863 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,509 | TotalAmt |
| Program Services | $241,509 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,109 | TotalAmt |
| Program Services | $13,604 | ProgramServicesAmt |
| Fundraising | $19,505 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,362 | TotalAmt |
| Program Services | $43,922 | ProgramServicesAmt |
| Management And General | $22,408 | ManagementAndGeneralAmt |
| Fundraising | $5,032 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,649 | TotalAmt |
| Program Services | $16,093 | ProgramServicesAmt |
| Management And General | $14,599 | ManagementAndGeneralAmt |
| Fundraising | $1,957 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,261 | TotalAmt |
| Program Services | $1,594 | ProgramServicesAmt |
| Management And General | $8,667 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,339 | TotalAmt |
| Program Services | $56,339 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,051 | TotalAmt |
| Management And General | $8,051 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTING SERVICES | $48,044 | $48,044 | |
| DUES AND SUBSCRIPTIONS | $7,477 | $7,477 | |
| MISCELLANEOUS EXPENSE | $2,383 | $2,383 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,705,878 | TotalAmt |
| Program Services | $4,893,608 | ProgramServicesAmt |
| Management And General | $754,413 | ManagementAndGeneralAmt |
| Fundraising | $57,857 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,520,902 | BOYAmt |
| EOY | $13,958,166 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,511 | BOYAmt |
| EOY | $38,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $911,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,909 | BOYAmt |
| EOY | $709,034 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,379,591 | BOYAmt |
| EOY | $71,152,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200 | BOYAmt |
| EOY | $4,200 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,732 | BOYAmt |
| EOY | $329,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,052,845 | BOYAmt |
| EOY | $86,192,405 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,293 | BOYAmt |
| EOY | $41,323 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,972 | BOYAmt |
| EOY | $143,072 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,427,366 | BOYAmt |
| EOY | $6,074,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,621,631 | BOYAmt |
| EOY | $6,258,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,174 | BOYAmt |
| EOY | $541,494 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,029,040 | BOYAmt |
| EOY | $79,392,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,431,214 | BOYAmt |
| EOY | $79,933,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,052,845 | BOYAmt |
| EOY | $86,192,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,953,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,296,773 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,748,059 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,464,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,504,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,706,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,764,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,556,968 | CurrentTaxYearAmt |
| Total | $32,995,999 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,464,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,504,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,706,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,764,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,556,968 | CurrentTaxYearAmt |
| Total | $32,995,999 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,978,830 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,017,169 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,898,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,434,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,779,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,224,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,035,588 | CurrentTaxYearAmt |
| Total | $10,373,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,369,048 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,466,443 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 30 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 46 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $757,599 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $280,292 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $592,033 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,290 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,789,007 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $8,027,201 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,200 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,204,003 | BeginningYearBalanceAmt |
| Contributions | $3,595,267 | ContributionsAmt |
| Investment Earnings Or Losses | $8,185,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,175,697 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $496,338 | AdministrativeExpensesAmt |
| End Year Balance | $69,312,364 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,489,832 | BeginningYearBalanceAmt |
| Contributions | $7,703,765 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,610,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,864,771 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $513,849 | AdministrativeExpensesAmt |
| End Year Balance | $61,204,003 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,895,345 | BeginningYearBalanceAmt |
| Contributions | $3,213,725 | ContributionsAmt |
| Investment Earnings Or Losses | $6,334,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,460,748 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $493,109 | AdministrativeExpensesAmt |
| End Year Balance | $65,489,832 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,140,770 | BeginningYearBalanceAmt |
| Contributions | $4,387,750 | ContributionsAmt |
| Investment Earnings Or Losses | $5,504,041 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,777,572 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $359,644 | AdministrativeExpensesAmt |
| End Year Balance | $58,895,345 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,593,246 | BeginningYearBalanceAmt |
| Contributions | $4,546,924 | ContributionsAmt |
| Investment Earnings Or Losses | $8,337,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,284,753 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,481 | AdministrativeExpensesAmt |
| End Year Balance | $51,140,770 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88320 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $673,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,013 | DepreciationAmt |
| Book Value | $589,931 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,128 | DepreciationAmt |
| Book Value | $119,103 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $709,034 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSETS HELD FOR OTHER AGENCIES | $5,492,904 |
| RIGHT OF USE | $307,939 |
| ANNUITIES PAYABLE | $273,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,074,195 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,827,892 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,296,773 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$76,686 | OtherRevenueAmt |
| Revenue Not Reported | $7,220,087 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,607,805 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $241,509 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,810,451 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,051,960 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,659,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,325,291 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,325,291 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $241,509 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $139,078 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $380,587 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,705,878 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INVESTED AND THE INCOME IS USED FOR THE PURPOSE OF PAYING GRANTS AND SCHOLARSHIPS. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -76,686 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUE 2,810,451 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 139,078 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 85 HOPE INC | |||||||||
| P O BOX 27 | WABASH | IN | 46992 | 450951305 | 501C3 | $15,000 | HEALTHCARE SERVICES | ||
| ARC OF WABASH COUNTY INC | |||||||||
| P O BOX 400 | WABASH | IN | 46992 | 351095971 | 501C3 | $5,717 | GENERAL SUPPORT | ||
| BABE OF WABASH COUNTY | |||||||||
| 88 WEST HILL STREET | WABASH | IN | 46992 | 842949624 | 501C3 | $92,710 | GENERAL SUPPORT | ||
| BLESSINGS IN A BACKPACK IN NORTH | |||||||||
| PO BOX 2 | NORTH MANCHESTER | IN | 46962 | 356078699 | 501C3 | $10,000 | PROGRAM SUPPORT | MANCHESTER | |
| BLESSINGS IN A BACKPACK IN WABASH | |||||||||
| PO BOX 2 | NORTH MANCHESTER | IN | 46962 | 261964620 | 501C3 | $10,000 | PROGRAM SUPPORT | ||
| CLAYPOOL UNITED METHODIST CHURCH | |||||||||
| 302 EAST SECTION STREET | CLAYPOOL | IN | 46510 | 351496991 | 501C3 | $7,000 | GENERAL SUPPORT | ||
| DANIEL'S PLACE INC | |||||||||
| 113 WEST MAIN STREET | NORTH MANCHESTER | IN | 46962 | 831190602 | 501C3 | $175,000 | GENERAL SUPPORT | ||
| DON WOOD FOUNDATION | |||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | 823518678 | 501C3 | $490,934 | ADULT LEARNING | ||
| EEL RIVER COMMUNITY CHURCH OF THE | |||||||||
| 2507 EAST STATE ROAD 14 | SILVER LAKE | IN | 46982 | 351985647 | 501C3 | $28,000 | VULNERABLE CHILDREN | BRETHREN | |
| ESTELLE PEABODY MEMORIAL HOME | |||||||||
| 400 W 7TH STREET | NORTH MANCHESTER | IN | 46962 | 350883511 | 501C3 | $140,000 | GENERAL SUPPORT | ||
| FISH OF WABASH INC | |||||||||
| 770 1/2 WEST HILL STREET | WABASH | IN | 46992 | 351551373 | 501C3 | $5,684 | GENERAL SUPPORT | ||
| GROW WABASH COUNTY FOUNDATION | |||||||||
| 214 SOUTH WABASH STREET | WABASH | IN | 46992 | 351538747 | 501C3 | $85,000 | WORKFORCE PROGRAM | ||
| HABITAT FOR HUMANITY WABASH COUNTY | |||||||||
| 375 MACHESTER AVENUE | WABASH | IN | 46992 | 351836737 | 501C3 | $5,683 | WEBSITE DEVELOPMENT | ||
| HEARTLAND CAREER CENTER | |||||||||
| 79 SOUTH 200 WEST | WABASH | IN | 46992 | 351113677 | GOV | $12,000 | PROGRAM SUPPORT | ||
| HONEYWELL FOUNDATION INC | |||||||||
| 275 WEST MARKET STREET | NORTH MANCHESTER | IN | 46962 | 350390706 | 501C3 | $65,825 | GENERAL SUPPORT | ||
| HOUSTING ACTION OF WABASH COUNTY | |||||||||
| 7580 S 950 W | NORTH MANCHESTER | IN | 469629402 | 883167332 | 501C3 | $20,000 | STRATEGIC PLANNING | ||
| JOSIAH WHITE'S | |||||||||
| 5233 SOUTH 50 EAST | WABASH | IN | 46992 | 350883520 | 501C3 | $9,405 | GENERAL/GREENHOUSE | ||
| KOSCIUSKO COUNTY 4-H COUNCIL INC | |||||||||
| 202 WEST MAIN STREET | WARSAW | IN | 46580 | 352069680 | 501C3 | $7,043 | GENERAL SUPPORT | ||
| LAKELAND CHRISTIAN ACADEMY | |||||||||
| 1093 SOUTH 250 EAST | WINONA LAKE | IN | 468905703 | 351327583 | 501C3 | $21,521 | GENERAL SUPPORT | ||
| LEARN MORE CENTER | |||||||||
| P O BOX 272 | NORTH MANCHESTER | IN | 46962 | 264153548 | 501C3 | $50,000 | ADULT EDUCATION | ||
| LIVING WELL IN WABASH COUNTY | |||||||||
| P O BOX 447 | WABASH | IN | 46992 | 351514343 | 501C3 | $24,439 | GENERAL SUPPORT | ||
| MANCHESTER CHURCH OF THE BRETHREN | |||||||||
| PO BOX 349 | NORTH MANCHESTER | IN | 46962 | $6,113 | OPERATING SUPPORT | ||||
| MANCHESTER EARLY LEARNING CENTER | |||||||||
| 705 NORTH MARKET STREET | NORTH MANCHESTER | IN | 46962 | 351164197 | 501C3 | $16,191 | EARLY CHILDHOOD ED | ||
| MANCHESTER RECREATION ASSOCIATION | |||||||||
| P O BOX 281 | NORTH MANCHESTER | IN | 46962 | 352182345 | 501C3 | $15,000 | GENERAL SUPPORT | ||
| MANCHESTER UNIVERSITY | |||||||||
| 604 EAST COLLEGE AVENUE | NORTH MANCHESTER | IN | 46962 | 350868127 | 501C3 | $20,687 | SCHOLARSHIP SUPPORT | ||
| MCS-MANCHESTER COMMUNITY SCHOOLS | |||||||||
| 404 WEST 9TH STREET | NORTH MANCHESTER | IN | 46962 | 383593467 | GOV | $40,000 | PROGRAM SUPPORT | ||
| NORTH MANCHESTER CIVIC SYMPHONY | |||||||||
| 102 NORTH HEETER STREET | NORTH MANCHESTER | IN | 46962 | 310940191 | 501C3 | $19,117 | OPERATING SUPPORT | SOCIETY INC | |
| NORTH MANCHESTER FIRST BRETHREN | |||||||||
| 407 NORTH SYCAMORE | NORTH MANCHESTER | IN | 46962 | 351617416 | 501C3 | $9,491 | GENERAL SUPPORT | CHURCH | |
| NORTH MANCHESTER HISTORICAL SOCIETY | |||||||||
| P O BOX 361 | NORTH MANCHESTER | IN | 46962 | 351434591 | 501C3 | $9,143 | GENERAL SUPPORT | ||
| NORTH MANCHESTER PARKS & RECREATION | |||||||||
| 902 NORTH MARKET STREET | NORTH MANCHESTER | IN | 46962 | 356001144 | GOV | $29,426 | EVENTS PAVILION | PO BOX 252 | |
| NORTH MANCHESTER PUBLIC LIBRARY | |||||||||
| 405 NORTH MARKET STREET | NORTH MANCHESTER | IN | 46962 | 356001970 | GOV | $72,343 | GENERAL SUPPORT | ||
| OAKLAWN CEMETERY ASSOCIATION | |||||||||
| P O BOX 214 | NORTH MANCHESTER | IN | 46962 | 350555750 | 501C3 | $15,050 | GENERAL SUPPORT | ||
| PARKVIEW WABASH HOSPITAL FOUNDATION | |||||||||
| 710 NORTH EAST STREET | WABASH | IN | 46992 | 351921445 | 501C3 | $33,849 | GENERAL SUPPORT | ||
| PEABODY RETIREMENT COMMUNITY | |||||||||
| 400 WEST 7TH STREET | NORTH MANCHESTER | IN | 46962 | 310994072 | 501C3 | $214,114 | GENERAL SUPPORT | ||
| SAINT BERNARD CATHOLIC SCHOOL | |||||||||
| 191 NORTH CASS STREET | WABASH | IN | 46992 | 350873338 | $6,633 | GENERAL SUPPORT | |||
| THE PRESBYTERIAN SCHOOL | |||||||||
| 123 WEST HILL ST | WABASH | IN | 46992 | 350870107 | 501C3 | $10,251 | STRATEGIC INITIATIVE | ||
| TIMBERCREST RETIREMENT COMMUNITY | |||||||||
| P O BOX 501 | NORTH MANCHESTER | IN | 46962 | 350960298 | 501C3 | $55,900 | GENERAL SUPPORT | ||
| VISIT WABASH COUNTY | |||||||||
| 221 SOUTH MIAMI STREET | WABASH | IN | 46992 | 351972564 | 501C4 | $17,250 | PROJECT SUPPORT | ||
| WABASH CITY SCHOOLS | |||||||||
| 189 W MARKET STREET | WABASH | IN | 46992 | 351102136 | GOV | $126,174 | PROJECT SUPPORT | ||
| WABASH COUNTY HISTORICAL MUSEUM | |||||||||
| 36 EAST MARKET STREET | WABASH | IN | 46992 | 352087230 | 501C3 | $21,913 | GENERAL SUPPORT | ||
| WABASH COUNTY YMCA | |||||||||
| 500 SOUTH CASS STREET | WABASH | IN | 46992 | 350733765 | 501C3 | $564,445 | GENERAL SUPP/ROOF | ||
| WABASH FIRST UNITED METHODIST | |||||||||
| 110 NORTH CASS ST | WABASH | IN | 46992 | 203380254 | 501C3 | $95,176 | BUILDING IMPROVMENTS | CHURCH | |
| WABASH FRIENDS CHURCH | |||||||||
| 3563 SOUTH STATE ROAD 13 | WABASH | IN | 46992 | 356046502 | 501C3 | $13,719 | GENERAL SUPPORT | ||
| WABASH RECOVERY SERVICES | |||||||||
| PO BOX 826 | WABASH | IN | 46992 | 870988522 | 501C3 | $250,000 | GENERAL SUPPORT | ||
| ZION EVANGELICAL LUTHERAN CHURCH | |||||||||
| 113 WEST MAIN STREET | NORTH MANCHESTER | IN | 46962 | 351393470 | 501C3 | $20,419 | GENERAL SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 42 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 143 | $286,520 |
| GOOD SAMARITAN GRANTS | 19 | $12,335 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ORGANIZATIONS ARE REQUIRED TO SIGN AN AGREEMENT THAT STATES THEY WILL USE THE GRANT FOR CHARITABLE PURPOSES ONLY, AND FOR THE PURPOSE THEY STATED ON THEIR GRANT APPLICATION. UPON COMPLETION OF THEIR PROGRAM, ORGANIZATIONS ARE TO SUBMIT A FINAL REPORT THAT DOCUMENTS WHAT THE FUNDS WERE USED FOR AND ACCOUNTS FINANCIALLY FOR THE EXPENDITURE OF THOSE FUNDS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAUSS FAMILY PARTNERSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEY EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $24,000 | TransactionAmt |
| Transaction | BUILDING LEASE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $194,149 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE COMMUNITY FOUNDATION OF WABASH COUNTY SERVES THE CITIZENS OF WABASH COUNTY BY IMPLEMENTING THEIR CHARITABLE ASPIRATIONS, MAKING GRANTS, INVESTING AND SAFEGUARDING CHARITABLE ASSETS, PROVIDING INFORMATION REGARDING CHARITABLE ENDEAVORS, AND CONVENING CITIZENS AND LINKING RESOURCES TO ADDRESS ISSUES CONFRONTING OUR SHARED LIVES. |
| FORM 990, PAGE 2, PART III, LINE 4D | PROMISE SCHOLARSHIPS ARE AWARDED TO HELP STUDENTS PAY FOR A COLLEGE OR CAREER EDUCATION AFTER HIGH SCHOOL. PROMISE SCHOLARSHIPS ARE EARNED IN GRADES 4 THROUGH 8 THROUGH IN-SCHOOL CLASSROOM ACHIEVEMENTS AND REGULAR SAVINGS. SCHOLARSHIPS ARE AWARDED TO A STUDENT'S EARLY AWARD SCHOLARSHIP FUND, WHICH IS ADMINISTERED BY THE COMMUNITY FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 2 | PATTY GRANT/COMM. FOUND. WABASH CO. DAVID GRANT/COMM. FOUND. WABASH CO. PRES/CEO INVEST. COMM FAMILY PATTY GRANT/COMM. FOUND. WABASH CO. DAN KROUSE/COMM. FOUND. WABASH CO. PRES/CEO DEVEL. COMM FAMILY |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AT A DESIGNATED MEETING FOR REVIEW AND APPROVAL PRIOR TO MAILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS AND MEMBERS WHO SERVE ON COMMUNITY FOUNDATION COMMITTEES REVIEW THE FOUNDATION'S CURRENT CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH TERM THAT THEY SERVE. THE MEMBERS SIGN A DECLARATION ACKNOWLEDGING RECEIPT AND COMPLIANCE WITH THE POLICY. WHEN A CONFLICT ARISES, THE PERSON WITH THE CONFLICT DISCLOSES SAID CONFLICT AND IT IS NOTED IN THE MEETING MINUTES. THE PERSON WITH THE CONFLICT MAY NOT VOTE OR PARTICIPATE IN FURTHER DISCUSSIONS ON THE MATTER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE BOARD CHAIR AND APPROVED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COMMUNITY FOUNDATION OF WABASH COUNTY, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -76,686 AGENCY FUND REVENUE -2,810,451 AGENCY FUND EXPENSES 139,078 TOTAL -2,748,059 |