2016-08-19T08:09:49-05:00 2015-12-31 201695613 BOLLENBACHER AND ASSOCIATES LLC 915 N MERIDIAN STREET PO BOX 702 PORTLAND IN 47371 990 2015-01-01 356028362 THE PORTLAND FOUNDATION PORT 2607264260 112 E MAIN ST PORTLAND IN 47371 DOUGLAS L INMAN EXECUTIVE DIRECTOR 2607264260 2016-08-12 1 SCOTT A BOLLENBACHER CPA P00401897 2607264207 2016-08-12 2015 2016-12-15 16:53:06Z DOUGLAS L INMAN 112 E MAIN ST PORTLAND IN 47371 502970 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 0 352 0 132331 19730 0 0 473763 482702 -2952 352 603142 502784 501826 576937 0 0 89153 90968 0 0 3019 163263 154045 754242 821950 -151100 -319166 18346442 17305333 1006675 943632 17339767 16361701 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 0 0 732617 576937 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. 732617 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 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 112 EAST MAIN STREET PORTLAND IN 47371 DAVID FULLENKAMP DIRECTOR 1.00 X 0 0 0 JOHN MOORE DIRECTOR 1.00 X 0 0 0 ROBIN ALBERSON DIRECTOR 1.00 X 0 0 0 RON LAUX DIRECTOR 1.00 X 0 0 0 ROB PENROD DIRECTOR 1.00 X 0 0 0 TAMMY HANLIN DIRECTOR 1.00 X 0 0 0 DEAN JETTER PRESIDENT 1.00 X 0 0 0 DOUGLAS L INMAN EXECUTIVE DIREC 40.00 X 56096 0 0 PAT BENNETT VICE PRESIDENT 1.00 X 0 0 0 REX JOURNAY SECRETARY/TREASURER 1.00 X 0 0 0 56096 0 0 0 0 0 0 0 19730 19730 482888 482888 186 -186 -186 -186 PARTNERSHIP INVESTMENT 211110 352 352 352 502784 -186 352 482888 427183 427183 149754 149754 56096 28048 28048 18975 11717 7258 10154 5109 5045 5743 3042 2701 4252 4252 21563 21563 77676 77676 2942 1527 1415 3085 3085 4960 4960 2231 2231 23189 23189 1446 1446 LILLY SCHOLARSHIP 2746 2746 UTILITIES 2152 2152 MAINTENANCE 2120 2120 PRINTING 1604 1604 4079 4079 821950 732617 86314 3019 292090 380471 26 26 661229 229146 439278 432083 17611577 16489282 3471 3471 18346442 17305333 1006675 943632 1006675 943632 X 1052098 1308715 3036961 1782548 13250708 13270438 17339767 16361701 18346442 17305333 X -319166 -621086 -37814 X X 0 1 X 1 0 X 31255 215220 738108 132331 19730 1136644 31255 215220 738108 132331 19730 1136644 41493 1095151 199899 295533 335034 473763 482702 1786931 2065 -603 298 1760 2925335 0.37440 0.46820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 82 32724 840223 1 1 18061936 20230 -162932 748506 241745 16928983 17719304 135749 1013805 538651 268271 18061936 14235558 1779799 2311739 375004 232788 17719304 10109859 3322537 1284259 292431 188666 14235558 10676737 29263 -87802 350798 157541 10109859 0 0 220423 220423 412143 208730 203413 28663 20416 8247 432083 FMB-MUTUAL FUNDS 6573542 F FMB-SAVINGS AND TEMP CASH INVESTMENTS 720061 F MAINSOURCE-SAVINGS AND TEMP CASH INV 78409 F MAINSOURCE-CORP BONDS 10669 F MAINSOURCE-CORP STOCKS 358132 F MAINSOURCE-MUTUAL FUNDS 7484321 F PARTNERSHIP INVESTMENTS 3 C FEG HEDGE FUNDS 719503 F MAINSOURCE-ALTERNATIVE INVESTMENTS 544642 F 16489282 ASSETS HELD FOR OTHERS 943632 943632 X -156116 -621086 -37814 -658900 502784 0 502784 821950 0 821950 0 821950 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 DECEMBER 31, 2015, 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) 122982 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT COMMUNITY AND FAMILY SERVICES 521 S WAYNE ST PORTLAND IN 47371 501(C)(3) 21000 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 ST DUNKIRK IN 47336 501(C)(3) 8053 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) 20934 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 806 E VOTAW STREET PORTLAND IN 47371 501(C)(3) 13118 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY FOURTH OF JULY COMMITTEE 515 W WALNUT STREET PORTLAND IN 47371 501(C)(3) 10000 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) 55107 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) 6714 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) 79492 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT PURDUE FOUNDATION 403 WEST WOOD STREET WEST LAYFAYETTE IN 47907 501(C)(3) 20000 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT UNITED WAY OF JAY COUNTY 101 S MERIDIAN STREET PORTLAND IN 47371 501(C)(3) 7567 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY HOSPITAL FOUNDATION 500 W VOTAW STREET PORTLAND IN 47371 501(C)(3) 5689 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT JAY COUNTY HOSPITAL 500 W VOTAW STREET PORTLAND IN 47371 501(C)(3) 7009 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT SECOND HARVEST FOOD BANK 6621 N OLD STATE RD 3 MUNCIE IN 47303 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 YOUTH SERVICE BUREAU 603 W ARCH STREET PORTLAND IN 47371 501(C)(3) 11701 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT SWING OF FAITH 507 W 7TH STREET JONESBORO IN 46938 501(C)(3) 10600 ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT 16 SCHOLARSHIPS 101 147291 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 11 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 -37,814. FORM 990, PART XII, LINE 2C: NO CHANGES