2021-11-12T06:59:04-06:00 2020-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2020-01-01 356019016 COMMUNITY FOUNDATION OF WABASH COUNTY INC COMM 2609824824 220 E MAIN ST NORTH MANCHESTER IN 469621823 BRIAN HOWENSTINE PRESIDENT 2609824824 2021-11-11 true BRIAN HOWENSTINE 999009999 PATRICK W BURKEY P00444925 7652847554 2021-11-11 2020 2022-09-23 18:48:47Z X BRIAN HOWENSTINE 220 E MAIN ST NORTH MANCHESTER IN 46962 31990376 false X WWW.CFWABASH.ORG X 1954 IN 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. 18 17 9 15 0 5464459 6504428 380380 434570 1355800 3040204 40394 10500 7241033 9989702 2899653 2739644 0 395983 385806 0 43375 857211 968283 4152847 4093733 3088186 5895969 58102867 67696310 3272939 3913574 54829928 63782736 X 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. false false 1462906 1335747 202651 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. 352184 321571 48787 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. 1185360 1082326 164203 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. 136646 18929 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. 136646 18929 3137096 true true false false false true false true false true true false false false true true true false false false false false false false false false false true true false false false false false false true false false true false false false false false false false false true 3 0 true 9 true false false false false false false false false false false false false false false false X 18 17 true false false false false false false true true false false true true true true true true true false false IN X X X THE ORGANIZATION 2609824824 220 E MAIN ST NORTH MANCHESTER IN 469621823 BRIAN HOWENSTINE PRESIDENT 3.00 X X 0 0 0 JOSHUA PETRUNIW VICE PRESIDE 2.00 X X 0 0 0 JAN FAHS SECRETARY 2.00 X X 0 0 0 BRIAN PEAS TREASURER 2.00 X X 0 0 0 JIM CHINWORTH DIRECTOR 1.00 X 0 0 0 RUSSELL COULTER-KERN DIRECTOR 1.00 X 0 0 0 LEWIS CURLESS DIRECTOR 1.00 X 0 0 0 MARK FORD DIRECTOR 1.00 X 0 0 0 LESLIE FRANTZ DIRECTOR 1.00 X 0 0 0 TODD LYBARGER DIRECTOR 1.00 X 0 0 0 DAVE MANN DIRECTOR 1.00 X 0 0 0 SUSAN MANWARING DIRECTOR 1.00 X 0 0 0 JOE MESSER DIRECTOR 1.00 X 0 0 0 JOHN PHILIPPSEN DIRECTOR 1.00 X 0 0 0 CHRISTY REYNOLDS DIRECTOR 1.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 X 0 0 0 JIM WIDNER DIRECTOR 1.00 X 0 0 0 PATRICIA GRANT EXECUTIVE DI 40.00 X X 105820 0 0 105820 1 false false false 6504428 123251 6504428 ADMINISTRATIVE FEE INCOME 561000 434570 434570 434570 1434341 1434341 23606537 22000674 1605863 1605863 1605863 MISCELLANEOUS REVENUE 10500 10500 10500 9989702 445070 3040204 2385560 2385560 354084 354084 105820 70330 28918 6572 243013 161511 66411 15091 9825 6570 2652 603 27148 18039 7422 1687 434570 434570 100093 100093 175017 175017 29818 15137 14681 58428 38693 16080 3655 15210 8929 5195 1086 12321 2960 9361 23122 23122 6212 6212 CONSULTING SERVICES 101606 50429 51177 DUES AND SUBSCRIPTIONS 10154 10154 MISCELLANEOUS EXPENSE 1732 1732 4093733 3137096 913262 43375 4853391 6013638 15556 21160 536681 79828 78746 456853 53133136 61184796 4200 4200 17838 15663 58102867 67696310 89919 381102 38500 98950 3144520 3433522 3272939 3913574 X 1214797 1357135 53615131 62425601 54829928 63782736 58102867 67696310 X 5895969 3436262 -379423 X false true X true false X 4700765 2797295 2520158 5464459 6504428 21987105 4700765 2797295 2520158 5464459 6504428 21987105 1879414 20107691 1083336 1441678 2018301 1898274 1434341 7875930 29863035 1713657 0.67330 0.60990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 43 910931 678817 554500 157316 7164101 6161867 true true 4200 X false 51140770 4387750 5504041 1777572 359644 58895345 39593246 4546924 8337834 1284753 52481 51140770 42928651 1241200 -3237946 1218377 120282 39593246 37854702 431560 6885418 1347849 507260 387920 42928651 35496364 620038 2522230 392137 87913 303880 37854702 0.00490 0.76210 0.23300 false false 431782 26399 405383 104899 53429 51470 456853 ASSETS HELD FOR OTHER AGENCIES 3115236 ANNUITIES PAYABLE 318286 3433522 X 12763244 3436262 3078 3439340 9323904 175017 490781 665798 9989702 3810436 3810436 175017 108280 283297 4093733 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 2017, 2018, AND 2019 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 3,078 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 490,781 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 108,280 true 85 HOPE INC P O BOX 27 WABASH IN 46992 450951305 501C3 10000 GENERAL SUPPORT ADVANTAGE HOUSING INC 101 WEST SYCAMORE STREET KOKOMO IN 46901 454532258 501C3 17000 HOMELESS PREVENTION ARC OF WABASH COUNTY INC P O BOX 400 WABASH IN 46992 351095971 501C3 10612 GENERAL SUPPORT/EMPL BABE OF WABASH COUNTY 88 WEST HILL STREET WABASH IN 46992 842949624 501C3 13364 SUPPORT, PROGRAMS CLAYPOOL UNITED METHODIST CHURCH 302 EAST SECTION STREET CLAYPOOL IN 46510 351496991 501C3 10000 SUPPORT EEL RIVER COMMUNITY CHURCH OF THE B 2507 EAST STATE ROAD 14 SILVER LAKE IN 46982 351985647 501C3 15000 GENERAL SUPPORT FELLOWSHIP OF CHURCHES FOOD PROGRAM 500 N FRONT ST NORTH MANCHESTER IN 46962 351794926 501C3 6189 GENERAL SUPPORT FISH OF WABASH INC 770 1/2 WEST HILL STREET WABASH IN 46992 351551373 501C3 5887 OPERATING GROW WABASH COUNTY 214 SOUTH WABASH STREET WABASH IN 46992 351538747 501C3 30170 SUPPORT HONEYWELL FOUNDATION INC 275 WEST MARKET STREET NORTH MANCHESTER IN 46962 350390706 501C3 96598 GENERAL SUPPORT KOSCIUSKO COUNTY 4-H COUNCIL INC 202 WEST MAIN STREET WARSAW IN 46580 352069680 501C3 6814 GENERAL SUPPORT LAFONTAINE LEARNING COMMUNITY 207 N WABASH AVE LA FONTAINE IN 46940 834031230 501C3 44992 PLAYGROUND/EDUCATION LEARN MORE CENTER P O BOX 272 NORTH MANCHESTER IN 46962 264153548 501C3 21000 GENERAL SUPPORT LIGHTHOUSE MISSIONS THRIFT STORE 806 NORTH CASS ST WABASH IN 46992 201836882 501C3 204700 BUILDING PROJECT LIVING WELL IN WABASH COUNTY COA P O BOX 447 WABASH IN 46992 351514343 501C3 37600 GENERAL SUPPORT MANCHESTER COMMUNITY CHILD CARE ASS 705 NORTH MARKET STREET NORTH MANCHESTER IN 46962 351164197 501C3 19852 GENERAL SUPPORT MANCHESTER ELEMENTARY SCHOOL 301 RIVER ROAD NORTH MANCHESTER IN 46962 356007463 GOV 10500 GENERAL SUPPORT MANCHESTER RECREATION ASSOCIATION P O BOX 281 NORTH MANCHESTER IN 46962 352182345 501C3 24200 BUILDINGS AND GROUND NORTH MANCHESTER CIVIC SYMPHONY SOC 102 NORTH HEETER STREET NORTH MANCHESTER IN 46962 310940191 501C3 12172 GENERAL SUPPORT NORTH MANCHESTER FIRST BRETHREN CHURCH 407 NORTH SYCAMORE NORTH MANCHESTER IN 46962 351617416 501C3 7401 GENERAL SUPPORT NORTH MANCHESTER HISTORICAL SOCIETY P O BOX 361 NORTH MANCHESTER IN 46962 351434591 501C3 6255 GENERAL SUPPORT NORTH MANCHESTER PARKS & RECREATION 902 NORTH MARKET STREET PO BOX 252 NORTH MANCHESTER IN 46962 356001144 GOV 14500 PARK PROJECT NORTH MANCHESTER PUBLIC LIBRARY 405 NORTH MARKET STREET NORTH MANCHESTER IN 46962 356001970 GOV 70075 GENERAL SUPPORT OAKLAWN CEMETERY ASSOCIATION P O BOX 214 NORTH MANCHESTER IN 46962 350555750 501C3 15382 GENERAL OPERATING PARKVIEW WABASH HOSPITAL FOUNDATION 710 NORTH EAST STREET WABASH IN 46992 351921445 501C3 72152 SUPPORT/PROJECT SILVER LAKE VOLUNTEER FIRE DEPART PO BOX 64 SILVER LAKE IN 46982 352109628 501C3 10000 EQUIPMENT UPGRADES THE PRESBYTERIAN SCHOOL 123 WEST HILL ST WABASH IN 46992 350870107 501C3 8200 GENERAL SUPPORT TIMBERCREST RETIREMENT COMMUNITY P O BOX 501 NORTH MANCHESTER IN 46962 350960298 501C3 29667 GENERAL SUPPORT TOWN OF NORTH MANCHESTER - TOWN LIFE CENTER PO BOX 243 NORTH MANCHESTER IN 46962 356001144 GOV 7269 REPAIRS TOWN OF SILVER LAKE P O BOX 159 SILVER LAKE IN 46982 356001200 GOV 10000 GENERAL SUPPORT WABASH COUNTY HISTORICAL MUSEUM IN 36 EAST MARKET STREET WABASH IN 46992 352087230 501C3 269728 GENERAL SUPPORT WABASH COUNTY UNITED FUND P O BOX 2 WABASH IN 46992 237382811 501C3 5250 GENERAL SUPPORT WABASH COUNTY YMCA 500 SOUTH CASS STREET WABASH IN 46992 350733765 501C3 270325 GENERAL SUPPORT WABASH FIRST UNITED METHODIST CHURCH 110 NORTH CASS ST WABASH IN 46992 203380254 501C3 116882 SUPPORT/BUILDING WABASH FRIENDS CHURCH 3563 SOUTH STATE ROAD 13 WABASH IN 46992 356046502 501C3 5928 GENERAL SUPPORT WABASH PRESBYTERIAN CHURCH 123 WEST HILL STREET WABASH IN 46992 350870107 501C3 5913 GENERAL SUPPORT WARSAW CHRISTIAN SCHOOL 909 SOUTH BUFFALO STREET WARSAW IN 46580 351043361 501C3 6044 OPERATING SUPPORT WHITE'S RESIDENTIAL & FAMILY SERVIC 5233 SOUTH 50 EAST WABASH IN 46992 350883520 501C3 33172 GENERAL SUPPORT ZION EVANGELICAL LUTHERAN CHURCH 113 WEST MAIN STREET NORTH MANCHESTER IN 46962 351393470 501C3 20215 GENERAL SUPPORT 39 SCHOLARSHIPS 259 305480 GOOD SAMARITAN GRANTS 44 16091 COVID RELIEF GRANTS 88 32513 SCHEDULE I, PAGE 1, PART I, LINE 2 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. STRAUSS FAMILY PARTNERSHIP KEY EMPLOYEE 12420 BUILDING LEASE false X 9 123251 AVG HIGH/LOW DATE OF GIFT false true false 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/MANCHESTER UNIVERSITY CINDY SEITZ/MANCHESTER UNIVERSITY TRUSTEE DIR. OF FIN. BUSINESS PATTY GRANT/MANCHESTER UNIVERSITY RUSTY COULTER-KERN/MANCHESTER UNIV. TRUSTEE FACULTY BUSINESS PATTY GRANT/MANCHESTER UNIVERSITY JOE MESSER/MANCHESTER UNIVERSITY TRUSTEE FACULTY BUSINESS PATTY GRANT/COMM. FOUND. WABASH CO. DAVID GRANT/COMM. FOUND. WABASH CO. EXEC. DIR. INVEST. 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 3,078 AGENCY FUND REVENUE -490,781 AGENCY FUND EXPENSES 108,280 TOTAL -379,423