2022-09-14T08:25:01-05:00 2021-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2021-01-01 351847297 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC COMM 8122653327 PO BOX 306 MADISON IN 47250 WILLIAM E BARNES JR PRESIDENT & CEO 8122653327 2022-07-13 1 WILLIAM BARNES JR 999009999 KANDY L WISCHMEIER CPA P00118327 8125228416 2022-07-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIAM E BARNES JR PO BOX 306 MADISON IN 47250 6255096 0 X WWW.CFMJC.ORG X 1991 IN THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 10 10 4 40 0 0 790876 1311411 14431 18335 493437 2667988 0 0 1298744 3997734 876812 916807 0 0 257234 279916 0 0 110932 321053 234959 1455099 1431682 -156355 2566052 30348217 36074633 1047618 1233314 29300599 34841319 THE MISSION OF THE COMMUNITY FOUNDATION OF MADISON & JEFFERSON COUNTY IS TO BUILD A STRONG, VIBRANT COMMUNITY BY HELPING DONORS PROVIDE PERPETUAL FUNDING FOR THE PEOPLE, PROJECTS, AND PASSIONS OF JEFFERSON COUNTY. 0 0 1167756 916807 18335 GRANTS MADE TO LOCAL CHARITIES AND OTHER NON-PROFIT ORGANIZATIONS AND ESTABLISHMENT AND MAINTENANCE OF ENDOWMENT FUNDS. 1167756 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 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 1 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X WILLIAM E BARNES JR 8122653327 PO BOX 306 MADISON IN 47250 BETH LICHLYTER TREASURER 2.00 X X 0 0 0 LYNN MARICLE CHAIR 2.00 X X 0 0 0 STEPHANIE WITHERED VICE CHAIR 2.00 X X 0 0 0 ANN SCHWARTZ SECRETARY 2.00 X X 0 0 0 DEVON SHARPE BOARD MEMBER 1.00 X 0 0 0 TANNER MAHONEY BOARD MEMBER 1.00 X 0 0 0 JD WEBSTER BOARD MEMBER 1.00 X 0 0 0 SCOTT HUBBARD BOARD MEMBER 1.00 X 0 0 0 TODD BRUTHER BOARD MEMBER 1.00 X 0 0 0 BETSEY VONDERHEIDE BOARD MEMBER 1.00 X 0 0 0 MR WILLIAM E BARNES JR PRESIDENT & CEO 40.00 X 114422 0 11739 114422 0 11739 1 0 0 0 0 1311411 1311411 PROGRAM SERVICE REVENUE 900099 12030 12030 MANAGEMENT FEE REVENUE 900099 6305 6305 18335 1195381 1195381 3729969 2257362 1472607 1472607 1472607 3997734 18335 0 2667988 757657 757657 159150 159150 126161 52039 41393 32729 127233 52479 41745 33009 26522 10939 8702 6881 1125 1125 1050 1050 11550 11550 99175 99175 1000 1000 12490 3747 3747 4996 16979 6664 3395 6920 13454 5381 5382 2691 8069 404 7261 404 1633 653 653 327 9086 455 8177 454 24835 9935 4966 9934 DONOR DEVELOPMENT 17464 5239 3493 8732 REPAIRS & MAINTENANCE 8472 423 7625 424 DUES AND SUBSCRIPTIONS 5187 2075 1037 2075 MISCELLANEOUS EXPENSES 2992 1197 598 1197 398 144 95 159 1431682 1167756 152994 110932 779039 729843 133915 197604 353 353 356840 117696 248230 239144 29186680 34907689 30348217 36074633 12455 9526 8400 1009858 1207814 16905 15974 1047618 1233314 X 747558 760258 28553041 34081061 29300599 34841319 30348217 36074633 X 2566052 3174441 -199773 X X 0 1 X 1 0 X 684578 1951336 1024422 790876 1311411 5762623 684578 1951336 1024422 790876 1311411 5762623 829290 4933333 890815 976335 900666 580011 1195381 4543208 10305831 36909 0.47870 0.47590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54 539768 214846 6763914 1 1 0 1 X 29320858 1293018 5718123 903338 398782 35029879 27380412 522176 2594297 865951 310076 29320858 22940906 906007 4711011 875522 301990 27380412 24371279 1856634 -2159259 901010 -73411 300149 22940906 21316895 761971 3320591 713037 36132 279009 24371279 0.00000 0.96000 0.04000 0 0 20000 20000 280000 61250 218750 56840 56446 394 239144 ANNUITY INCOME RESERVE 15974 15974 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT ALLOCATION POLICIES. PART V, LINE 4: TO SUPPORT CHARITABLE PURPOSES IN JEFFERSON COUNTY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY 1 CHRIST EPISCOPAL CHURCH 506 MULBERRY ST MADISON IN 47250 351382801 501C3 33400 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF MADISON 101 W MAIN STREET MADISON IN 47250 356001100 501C3 17555 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DEVELOPMENTAL SERVICES INC PO BOX 1023 COLUMBUS IN 472021023 351359391 501C3 6549 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIRST CHRISTIAN CHURCH 512 W MAIN ST MADISON IN 47250 201102017 501C3 39150 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRIENDS OF THE OHIO THEATRE PO BOX 7 MADISON IN 47250 811626727 501C3 40000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GIRLS INC OF JEFFERSON COUNTY 109 WEST THIRD ST MADISON IN 47250 351309946 501C3 18200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GRACEWORKS LUTHERAN HOUSING - HOPE COMMUNITY 2020 CRAGMONT ST MADISON IN 47250 311325271 501C3 7275 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HANOVER COLLEGE 517 BALL DR MADISON IN 47250 350868096 501C3 28000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC ELEUTHERIAN COLLEGE INC PO BOX 705 MADISON IN 47250 351930565 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HISTORIC HOOSIER HILLS RC&D 1981 S INDUSTRIAL PARK RS STE 1 VERSAILLES IN 47042 237438274 501C3 6700 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH COMMUNITY COLLEGE 590 IVY TECH DR MADISON IN 47250 237073977 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY EMERGENCY MANAGEMENT 620 GREEN RD MADISON IN 47250 356000162 501C3 20701 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HISTORICAL SOCIETY 615 WEST FIRST STREET MADISON IN 47250 237422529 501C3 45450 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY HOUSE OF HOPE INC 100 E SECOND ST SUITE H MADISON IN 47250 462000035 501C3 10200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION JEFFERSON COUNTY YOUTH SHELTER INC PO BOX 444 MADISON IN 47250 351606865 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KDH FOUNDATION ONE BETHANY DRIVE 1373 EAST STATE RD 62 MADISON IN 47250 202148950 501C3 14300 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIDE WHITE MEMORIAL BOYS & GIRLS CLUB PO BOX 1128 MADISON IN 47250 351143819 501C3 39100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIFETIME RESOURCES INC 13091 BENEDICT DR DILLSBORO IN 47018 352076514 501C3 11629 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED JUNIOR HIGH SCHOOL 701 8TH ST MADISON IN 47250 356002609 501C3 7000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON CONSOLIDATED SCHOOL CORPORATION EDUCATION FOUNDATION 2421 WILSON AVE MADISON IN 47250 465005913 501C3 5900 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON MUSIC MOVEMENT PO BOX 322 MADISON IN 47250 850574175 501C3 10000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON PERFORMING ARTS FOUNDATION INC 427 MULBERRY ST MADISON IN 47250 352028663 501C3 6200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MADISON-JEFFERSON COUNTY HUMANE SOCIETY PO BOX 257 MADISON IN 47250 351855559 501C3 15100 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OHIO VALLEY OPPORTUNITIES INC PO BOX 625 MADISON IN 47250 351125641 501C3 15037 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRINCE OF PEACE CATHOLIC SCHOOLS 305 W STATE ST MADISON IN 47250 351120914 501C3 15800 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY- MADISON INDIANA CITADEL PO BOX 222 MADISON IN 47250 132923701 501C3 50028 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPRINGDALE CEMETERY ASSOCIATION PO BOX 131 MADISON IN 47250 350676000 501C3 9550 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF HANOVER PO BOX 288 HANOVER IN 47243 356004876 501C3 24900 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 39 0 SCHOLARSHIP 33 159150 PART I, LINE 2: ALL ORGANIZATIONS RECEIVING GRANTS MUST COMPLETE A FINAL REPORT AND SUBMIT, DISCLOSING THE USE OF THE FUNDS. THE GRANTS COMMITTEE FOLLOWS UP TO ENSURE THESE FORMS ARE RECEIVED. THE BOARD REVIEWS THE FINAL REPORTS ONCE RECEIVED TO VERIFY GRANTS ARE USED APPROPRIATELY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PASSED OUT TO BOARD MEMBERS PRIOR TO THE BOARD MEETING. AT THE BOARD MEETING THE FORM IS APPROVED. THEN THE TREASURER SIGNS AND MAILS/E-FILES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS UPDATED ANNUALLY. ANY CONFLICTS ARE DISCLOSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL EVALUATION IS DONE. COMPARABILITY DATA IS USED AND THE BOARD REVIEWS AND MAKES FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: SFAS #136 ADJUSTMENT -197,956. CHANGE IN CHARITABLE GIFT ANNUITY -1,817. FORM 990,PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. CFMJC PROPERTIES LLC 416 WEST STREET MADISON IN 47250 462384150 REAL ESTATE HOLDING IN 19950 281065 COMMUNITY FOUNDATION OF MADISON AND JEFFERSON COUNTY INC