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 352019497 THE PORTLAND FOUNDATION INC 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 855542 0 X WWW.PORTLANDFOUNDATION.ORG X 1997 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 920500 493030 0 0 413652 362512 0 0 1334152 855542 838715 566045 0 0 89782 94567 0 0 2120 108889 115829 1037386 776441 296766 79101 16439036 18482662 753 1431 16438283 18481231 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 0 0 701594 566045 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 701594 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 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 KRISTA MUHLENKMAP DIRECTOR 1.00 X 0 0 0 AUDREY MUHLENKAMP DIRECTOR 1.00 X 0 0 0 JEREMY GULLEY DIRECTOR 1.00 X 0 0 0 ROB PENROD SECRETARY/TREASURER 1.00 X 0 0 0 KALEB HEMMELGARN DIRECTOR 1.00 X 0 0 0 JOHN MOORE DIRECTOR 1.00 X 0 0 0 TAMMY HANLIN VICE PRESIDENT 1.00 X 0 0 0 DOUGLAS L INMAN EXECUTIVE DIREC 40.00 X 53304 0 0 PAT BENNETT IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 REX JOURNAY PRESIDENT 1.00 X 0 0 0 53304 0 0 0 0 0 0 0 493030 493030 362512 362512 855542 0 0 362512 381058 381058 184987 184987 53304 26652 26652 29506 17285 12221 6034 3178 2856 5723 3359 2364 3468 3468 17834 17834 61471 61471 1512 1015 497 1282 1282 13703 13703 171 171 853 853 DUES AND SUBSCRIPTIONS 4360 4360 TRAINING 4030 4030 MAINTENANCE 1694 1694 PRINTING 1623 1623 3828 1287 2541 776441 701594 72727 2120 52473 16439036 18430189 16439036 18482662 753 1431 753 1431 X -221495 90553 16659778 18390678 16438283 18481231 16439036 18482662 X 79101 1495025 468822 X X 0 1 X 1 0 X X X 1 THE PORTLAND FOUNDATION 356028362 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 42648 22250 69073 1 1 16439036 493030 2143472 566044 79305 18430189 13696053 920500 2717229 838715 56031 16439036 14493206 795103 -950436 499910 141910 13696053 12288793 1108579 1853841 525652 232355 14493206 11938914 359730 877116 685184 201783 12288793 1 0 0 FMB-MUTUAL FUNDS 8787847 F LINCOLN-SAVINGS & TEMP CASH 2003 F FFB-SAVINGS AND TEMP CASH 195490 F LINCOLN-MUTUAL FUNDS 303192 F FMB-SAVINGS AND TEMP CASH 376122 F FFB-ALTERNATIVE INVESTMENTS 1399000 F FFB-MUTUAL FUNDS 7366535 F 18430189 X 2350567 1495025 1495025 855542 0 855542 776441 0 776441 0 776441 PART V, LINE 4: ENDOWMENTS HELD ARE USED FOR SCHOLARSHIPS AND 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 - TRUST 35-6028362 SCHEDULE D PART XI LINE 2D OTHER ADJUSTMENTS SCHEDULE D PART XI LINE 2D: TRANSFER OF FUNDS TO PORTLAND FOUNDATION (TRUST) EIN: 35-6028362 1 ARTS PLACE 131 E WALNUT STREET PORTLAND IN 47371 501(C)(3) 7911 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT ASBURY UNITED METHODIST CHURCH 204 E ARCH PORTLAND IN 47371 501(C)(3) 62290 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COMMUNITY CENTER 115 E WATER STREET PORTLAND IN 47371 501(C)(3) 39986 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 COALITION MERIDIAN STREET PORTLAND IN 47371 501(C)(3) 15603 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) 18797 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) 10248 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 PORTLAND IN 47371 501(C)(3) 18091 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 MERIDIAN STREET DUNKIRK IN 47336 501(C)(3) 17648 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT SCHOLARSHIPS 88 184987 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 BOARD OF DIRECTORS REVIEW THE TAX RETURN ANNUALLY. 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 ANNUAL SALARY OF THE EXECUTIVE DIRECTOR. THIS IS BASED ON COMPARABILITY, CONTUNATION 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 - TRUST 35-6028362 468,822. LINE XII 2C NO CHANGES