2021-10-22T06:22:44-05:00 2020-12-31 201695613 BOLLENBACHER AND ASSOCIATES LLC 915 N MERIDIAN STREET PORTLAND IN 47371 990 2020-01-01 356028362 THE PORTLAND FOUNDATION PORT 2607264260 107 S MERIDIAN ST PORTLAND IN 47371 DOUGLAS L INMAN EXECUTIVE DIRECTOR 2607264260 2021-10-19 1 DOUGLAS INMAN 999009999 SCOTT A BOLLENBACHER CPA P00401897 2607264207 2021-10-19 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOUGLAS L INMAN 107 S MERIDIAN ST PORTLAND IN 47371 515356 0 X WWW.PORTLANDFOUNDATION.ORG X 1951 IN ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 9 9 4 0 0 0 33805 191364 0 0 320108 323992 0 0 353913 515356 493634 714904 0 0 124763 129025 0 0 2892 178945 166297 797342 1010226 -443429 -494870 23496010 24678777 1751053 1873541 21744957 22805236 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 0 0 895630 714904 THE PORTLAND FOUNDATION ADMINISTERS APPROXIMATELY 100 SEPARATE SCHOLARSHIP TRUSTS ESTABLISHED FOR THE PROVISION OF STUDENT SCHOLARSHIPS IN AND AROUND JAY COUNTY INDIANA. THE FOUNDATION ENSURES SPECIFIC GUIDELINES ESTABLISHED BY EACH SCHOLARSHIP TRUST ARE FOLLOWED IN AWARDING SCHOLARSHIPS TO BETTER THE COMMUNITY. ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT. 895630 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 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 1 1 0 1 4 1 0 0 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 DOUGLAS L INMAN 2607264260 107 S MERIDIAN ST PORTLAND IN 47371 JEREMY GULLEY DIRECTOR 1.00 X 0 0 0 KRISTA MUHLENKAMP DIRECTOR 1.00 X 0 0 0 AUDREY MUHLENKAMP DIRECTOR 1.00 X 0 0 0 KALEB HEMMELGARN DIRECTOR 0.00 X 0 0 0 JOHN MOORE DIRECTOR 1.00 X 0 0 0 TAMMY HANLIN VICE PRESIDENT 1.00 X 0 0 0 ROB PENROD SECRETARY/TREASURER 1.00 X 0 0 0 REX JOURNAY PRESIDENT 1.00 X 0 0 0 PAT BENNETT IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 DOUGLAS L INMAN EXECUTIVE DIREC 40.00 X 72727 0 0 72727 0 0 0 0 0 0 0 191364 191364 323992 323992 515356 0 0 323992 519364 519364 195540 195540 72727 36363 36364 40257 23583 16674 8233 4335 3898 7808 4586 3222 4732 4732 23853 23853 80133 80133 2063 1385 678 1749 1749 18697 18697 234 234 12478 12478 1164 1164 DUES AND SUBSCRIPTIONS 5948 5948 TRAINING 5499 5499 MAINTENANCE 2311 2311 PRINTING 2214 2214 5222 1756 3466 1010226 895630 111704 2892 252606 352496 67094 589718 267472 334724 322246 22904880 23933141 3800 3800 23496010 24678777 1047 1952 1750006 1871589 1751053 1873541 X 721174 295106 21023783 22510130 21744957 22805236 23496010 24678777 X -494870 2023968 -468819 X X 0 1 X 1 0 X 653219 350211 197443 33805 191364 1426042 653219 350211 197443 33805 191364 1426042 528125 897917 348505 338928 406455 320108 323992 1737988 3164030 0.28380 0.23020 X THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, GOVERNMENTAL ENTITIES, AND OTHER PUBLIC CHARITIES. THE ORGANIZATION CAN DEMONSTRATE THAT IT ACTIVELY ENGAGES IN FUNDRAISING FROM THE PUBLIC AND HAS, IN FACT, RECEIVED SMALLER DONATIONS AND GRANTS CONSISTENTLY IN THE PAST.THE ORGANIZATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, THE ORGANIZATION HAS A WELL-QUALIFIED BOARD WITH DIVERSE BACKGROUNDS, SKILL SETS, AND PERSPECTIVES.THE ORGANIZATION PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 0 35533 1028760 1 1 22904880 191364 1655787 714904 103986 23933141 19848750 33805 3738069 493634 222110 22904880 22055690 197443 -1427232 678712 96447 19848750 17462125 2802286 2628826 556402 281145 22055690 16474395 667921 1194697 630712 244176 17462125 0 0 220423 220423 351385 249562 101823 17910 17910 0 322246 FFB-ALTERNATIVE INVESTMENTS 1788794 F FFB-MUTUAL FUNDS 10165639 F FFB-SAVINGS AND TEMP CASH INV 249958 F FMB-MUTUAL FUNDS 11169467 F FMB-SAVINGS AND TEMP CASH INVESTMENTS 547796 F SAVINGS AND TEMP CASH INVESTMENTS 11487 F 23933141 ASSETS HELD FOR OTHERS 1871589 1871589 X 2539324 2023968 2023968 515356 0 515356 1010226 0 1010226 0 1010226 PART V, LINE 4: SCHOLARSHIPS AND GRANTS FOR THE BETTERMENT OF JAY COUNTY. PART X, LINE 2: MANAGEMENT EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF YEAR END, THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER PORTLAND FOUNDATION - CORPORATION 35-2019497 SCHEDULE D PART XI LINE 2D OTHER ADJUSTMENTS SCHEDULE D PART XI LINE 2D: TRANSFER FROM PORTLAND FOUNDATION (CORPORATION) EIN: 35-2019497 1 ARTS PLACE INC 131 E WALNUT STREET PORTLAND IN 47371 501(C)(3) 122767 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT GLASS MUSEUM OF DUNKIRK 309 S FRANKLIN DUNKIRK IN 47336 501(C)(3) 10205 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT A BETTER LIFE - BRIANNA'S HOPE MAIN STREET DUNKIRK IN 47336 501(C)(3) 14352 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY DRUG PREVENTION COALIATION MERIDIAN STREET PORTLAND IN 47371 501(C)(3) 14695 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT DUNKIRK VOLUNTEER FIRE DEPT 588 INDUSTRIAL DRIVE DUNKIRK IN 47336 501(C)(3) 5000 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY COMMUNITY CENTER 115 E WATER STREET PORTLAND IN 47371 501(C)(3) 36200 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY FAIR ASSOCIATION PO BOX 328 PORTLAND IN 47371 501(C)(3) 41203 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY HISTORICAL SOCIETY 903 E MAIN STREET PORTLAND IN 47371 501(C)(3) 20841 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY RANDOLPH DEVELOPMENTAL SERVICES 901 E WATER STREET PORTLAND IN 47371 501(C)(3) 7897 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY PUBLIC LIBRARY 315 N SHIP STREET PORTLAND IN 47371 501(C)(3) 12659 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY PATRIOT BAND BOOSTERS 509 W NORTH ST PORTLAND IN 47371 501(C)(3) 66000 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JOHN JAY CENTER FOR LEARNING 101 S MERIDIAN STREET PORTLAND IN 47371 501(C)(3) 90354 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT SCHOLARSHIPS 123 195540 PART I, LINE 2: WHEN A GRANT IS AWARDED TO A NOT-FOR-PROFIT ORGANIZATION, THE FOUNDATION HAS PROCEDURES IN PLACE TO ENSURE PROPER USAGE OF THE GRANT FUNDS. THE RECIPIENT ORGANIZATION MUST SHOW PROOF OF EXPENDITURE FOR THE PROJECT, AND THEN MUST SIGN A GRANT AGREEMENT, WHEREBY THEY AGREE TO USE THE GRANT FUNDS ONLY FOR THE PROJECT FOR WHICH THE GRANT WAS AWARDED. ONCE THE GRANT FUNDS ARE EXPENDED, THE RECIPIENT ORGANIZATION MUST COMPLETE A WRITTEN FINAL GRANT REPORT, WHICH DETAILS THE USAGE OF THE GRANT FUNDS. FINALLY, THE FOUNDATION CONDUCTS ON-SITE VISITS WITH RECIPIENT ORGANIZATIONS AS A WAY TO FURTHER ENSURE PROPER USAGE OF GRANT FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH MEMBER TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON COMPARABILITY, LENGTH OF EMPLOYMENT, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, POLICIES, AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: TRANSFER PORTLAND FOUNDATION - CORPORATION 35-2019497 -468,819. PART XII, LINE 2C NO CHANGES