2020-10-22T07:19:41-05:00 2019-12-31 201695613 BOLLENBACHER AND ASSOCIATES LLC 915 N MERIDIAN STREET PORTLAND IN 47371 990 2019-01-01 356028362 THE PORTLAND FOUNDATION PORT 2607264260 107 S MERIDIAN ST PORTLAND IN 47371 DOUGLAS L INMAN EXECUTIVE DIRECTOR 2607264260 2020-10-07 1 SCOTT A BOLLENBACHER CPA P00401897 2607264207 2020-10-07 69.88.193.39 2020-10-07 15:53:40 US P 90C72A3486EDF0DE120BDC7ECA0DF6D253D50B27 9108357CFF9B88AFAF0767FF0D2EDA58F39E3477 2019 2021-01-29 14:40:06Z DOUGLAS L INMAN 107 S MERIDIAN ST PORTLAND IN 47371 353913 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 197443 33805 0 0 406455 320108 4318 0 608216 353913 744285 493634 0 0 109283 124763 0 0 3807 187200 178945 1040768 797342 -432552 -443429 20374633 23496010 1512321 1751053 18862312 21744957 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 0 0 683615 493634 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. 683615 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 AUDREY MUHLENKAMP DIRECTOR 1.00 X 0 0 0 JEREMY GULLEY DIRECTOR 1.00 X 0 0 0 ROB PENROD DIRECTOR 1.00 X 0 0 0 KRISTA MUHLENKAMP DIRECTOR 1.00 X 0 0 0 TAMMY HANLIN DIRECTOR 1.00 X 0 0 0 DOUGLAS L INMAN EXECUTIVE DIREC 40.00 X 65690 0 0 PAT BENNETT IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 REX JOURNAY PRESIDENT 1.00 X 0 0 0 ROBIN ALBERSON SECRETARY/TREASURER 1.00 X 0 0 0 JOHN MOORE VICE PRESIDENT 1.00 X 0 0 0 65690 0 0 0 0 0 0 0 33805 33805 320108 320108 353913 0 0 320108 X 310297 310297 183337 183337 65690 32845 32845 42387 26027 16360 9059 4914 4145 7627 4504 3123 4739 4739 24318 24318 86869 86869 3661 2491 1170 3544 3544 18841 18841 534 534 22210 22210 1322 1322 LILLY SCHOLARSHIP 3274 3274 MAINTENANCE 2782 2782 PRINTING 2637 2637 TELEPHONE 1485 1485 2729 2729 797342 683615 109920 3807 165452 252606 26 591021 256297 356934 334724 19848750 22904880 3471 3800 20374633 23496010 1047 1512321 1750006 1512321 1751053 X 233386 721174 18628926 21023783 18862312 21744957 20374633 23496010 X -443429 3417961 -91887 X X 0 1 X 1 0 X 19730 653219 350211 197443 33805 1254408 19730 653219 350211 197443 33805 1254408 528902 725506 482702 348505 338928 406455 320108 1896698 3151106 0.23020 0.21720 X MORE THAN 10% OF THE FOUNDATION'S SUPPORT COMES A COMBINATION OF GOVERNMENT UNITS AND THE GENERAL PUBLIC. THE FOUNDATION ATTRACTS NEW PUBLIC AND GOVERNMENT SUPPORT ON A CONTINUOUS BASIS THROUGH MATCHING OPPORTUNITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 63 34480 923180 1 1 19848750 33805 3738069 493634 222110 22904880 22055690 197443 -1427232 678712 96447 19848750 17462125 2802286 2628826 556402 281145 22055690 16474395 667921 1194697 630712 244176 17462125 17607348 20230 -162932 748506 241745 16474395 0 0 220423 220423 351385 237084 114301 19213 19213 0 334724 FMB-MUTUAL FUNDS 10480706 F FMB-SAVINGS AND TEMP CASH INVESTMENTS 575153 F FFB-ALTERNATIVE INVESTMENTS 1398715 F FFB-MUTUAL FUNDS 10207620 F FFB-SAVINGS AND TEMP CASH INV 228254 F SAVINGS AND TEMP CASH INVESTMENTS 14432 F 22904880 ASSETS HELD FOR OTHERS 1750006 1750006 X 3679987 3417961 -91887 3326074 353913 0 353913 0 0 0 0 0 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 IU HEALTH FOUNDATION 500 W VOTAW PORTLAND IN 47371 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 ARTS PLACE INC 131 E WALNUT STREET PORTLAND IN 47371 501(C)(3) 45131 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 STREET 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) 46816 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) 75459 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) 49551 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) 12726 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 7 SCHOLARSHIPS 119 183337 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 IX, LINE 11G TRUSTEE FEES: PROGRAM SERVICE EXPENSES 86,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,869. FORM 990, PART XI, LINE 9: TRANSFER PORTLAND FOUNDATION - CORPORATION 35-2019497 -91,887. PART XII, LINE 2C NO CHANGES