2025-09-16T14:01:02-05:00 2023-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-01-01 352232770 FAYETTE COUNTY FOUNDATION INC FAYE 7658279966 521 N CENTRAL AVE CONNERSVILLE IN 47331 ABIGAIL ROSZELL EXECUTIVE DIRECTOR 7658279966 2025-09-16 1 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2025-09-16 2023 2025-03-06 01:10:19Z X ABIGAIL ROSZELL 521 N CENTRAL AVE CONNERSVILLE IN 47331 2126553 0 X WWW.GIVETOFCF.COM X 2002 IN TO INSPIRE A SPIRIT OF PHILANTHROPY IN FAYETTE COUNTY BY ENHANCING THE QUALITY OF LIFE THROUGH IMPACTFUL GRANTMAKING, STRATEGIC ENDOWMENT BUILDING, AND COMMUNITY LEADERSHIP. 13 13 6 19 0 0 257155 298343 0 0 441973 466236 51813 45337 750941 809916 512728 447609 0 0 178035 196662 0 0 105411 196343 246222 887106 890493 -136165 -80577 14897459 16329603 108247 402365 14789212 15927238 TO INSPIRE A SPIRIT OF PHILANTHROPY IN FAYETTE COUNTY BY ENHANCING THE QUALITY OF LIFE THROUGH IMPACTFUL GRANTMAKING, STRATEGIC ENDOWMENT BUILDING, AND COMMUNITY LEADERSHIP. 0 0 596142 447609 SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS, UNITS OF GOVERNMENT, AND SCHOOLS. 596142 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 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 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X THE ORGANIZATION 7658279966 521 N CENTRAL AVE CONNERSVILLE IN 47331 ABIGAIL STANEK PRESIDENT 5.00 X X 0 0 0 CLAYTON JUDD VICE PRESIDENT 5.00 X X 0 0 0 GREG O'BRIEN TREASURER 5.00 X X 0 0 0 CAROL HUNTER SECRETARY 5.00 X X 0 0 0 JAY BERNZOTT DIRECTOR 5.00 X 0 0 0 COLIN JUDD DIRECTOR 5.00 X 0 0 0 GEORGIA GREEN DIRECTOR 5.00 X 0 0 0 PAUL FREED DIRECTOR 5.00 X 0 0 0 DEVIN HORNSBY DIRECTOR 5.00 X 0 0 0 BILLIE KESTER DIRECTOR 5.00 X 0 0 0 MATTHEW WATKINS DIRECTOR 5.00 X 0 0 0 ANDREW BERNZOTT DIRECTOR 5.00 X 0 0 0 STEVE DICE DIRECTOR 5.00 X 0 0 0 ABIGAIL ROSZELL BEG 723 EXECUTIVE DIRECTOR 40.00 X 53753 0 2179 ALEXANDRA PFLUG END 723 EXECUTIVE DIRECTOR 40.00 X 41651 0 1249 95404 0 3428 0 0 0 0 0 298343 298343 369650 369650 45337 0 45337 45337 45337 1413223 1316637 96586 96586 96586 809916 0 0 511573 343262 343262 104347 104347 98831 42498 28661 27672 72184 31884 19330 20970 1797 773 521 503 11296 4857 3276 3163 12554 5398 3641 3515 11655 11655 57413 57413 23613 23613 849 340 84 425 12598 4858 2856 4884 36690 12475 12107 12108 51283 19748 15861 15674 2590 777 518 1295 8921 2676 1784 4461 19536 7814 3907 7815 5018 1004 2509 1505 PROGRAM EXPENSES 11559 11559 OTHER EXP 4497 1872 1204 1421 890493 596142 188940 105411 342592 287615 560320 324484 762235 399284 380358 362951 13850025 14831014 287703 14897459 16329603 4202 99186 400865 4859 1500 108247 402365 X 4526437 794479 10262775 15132759 14789212 15927238 14897459 16329603 X -80577 1549502 -319287 -11612 X 0 1 X 1 0 X 236135 372967 273726 257155 298343 1438326 236135 372967 273726 257155 298343 1438326 293580 1144746 228130 173648 350579 484933 414987 1652277 42960 92078 30700 50716 216454 3307057 0.34620 0.26040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 1075 3575 131906 0 0 0 0 13535707 218658 1943568 375771 229425 329276 14763461 16099761 245444 -2045782 498622 -8147 273241 13535707 13752074 264078 2626618 366831 -115360 291538 16099761 12606601 575108 1104619 311277 222977 13752074 6728346 223442 1433745 98467 -4492885 173350 12606601 0.00000 0.81310 0.18690 0 0 736644 381027 355617 25591 18257 7334 362951 RENT DEPOSITS 1500 1500 X 2548825 1549502 309640 1859142 689683 57413 62820 120233 809916 1091512 273309 273309 818203 57413 14877 72290 890493 PART V, LINE 4: THE ENDOWMENT IS AN INVESTED POOL OF DONATED ASSETS TO THE FOUNDATION, WHICH USES THE RESULTING INVESTMENT INCOME FOR AWARDING DISCRETIONARY AND RESTRICTED CHARTITABLE COMMUNITY GRANTS AND SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 28,546. FUND ADMINISTRATIVE FEE 281,094. PART XI, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL ACCOUNT INCOME 62,820. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND ADMINISTRATIVE FEE 273,309. PART XII, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL ACCOUNT EXPENSES 14,877. 1 HISTORIC ELMHURST 779 S STATE RD CONNERSVILLE IN 47331 310967490 501(C)(3) 6497 0 ANNUAL DISTRIBUTION HISTORIC ELMHURST 779 S STATE RD CONNERSVILLE IN 47331 310967490 501(C)(3) 13476 0 ANNUAL DISTRIBUTION HISTORIC CONNERSVILLE INC PO BOX 197 CONNERSVILLE IN 47331 356046554 501(C)(3) 20000 0 RESTORATION PROJECT IN CANAL HOUSE WHITEWATER COLLEGE PROGRAMS INC 2508 WESTERN AVE STE F CONNERSVILLE IN 47331 351323347 501(C)(3) 13300 0 TEEN LINK PROGRAM EVERTON VOLUNTEER FIRE DEPARTMENT INC 5495 S STATE ROAD ONE CONNERSVILLE IN 47331 200509562 501(C)(3) 7000 0 SWIFT WATER/RIVER RESCUE EQUIPMENT UPDATES HOPE CENTER 2004 INDIANA AVE CONNERSVILLE IN 47331 352029028 501(C)(3) 6000 0 SECURITY UPDATES HIGHER PRAISE WORSHIP CENTER PO BOX 713 CONNERSVILLE IN 47331 421539821 501(C)(3) 15500 0 COOLER FOR COMMUNITY FOOD PANTRY CENTRAL CHRISTIAN CHURCH 800 CENTRAL AVENUE CONNERSVILLE IN 47331 350923051 5860 0 ANNUAL DISTRIBUTION FIRST PRESBYTERIAN CHURCH 700 N CENTRAL AVE CONNERSVILLE IN 47331 351598043 13631 0 ANNUAL DISTRIBUTION HISTORIC CONNERSVILLE INC PO BOX 197 CONNERSVILLE IN 47331 356046554 501(C)(3) 5856 0 ANNUAL DISTRIBUTION HISTORIC CONNERSVILLE INC PO BOX 197 CONNERSVILLE IN 47331 356046554 501(C)(3) 6275 0 ANNUAL DISTRIBUTION INDIANA AUDUBON 3499 S BIRD SANCTUARY RD CONNERSVILLE IN 47331 356023489 501(C)(3) 6438 0 ANNUAL DISTRIBUTION ST GABRIEL CATHOLIC SCHOOL 224 W 9TH STREET CONNERSVILLE IN 47331 350893496 6383 0 ANNUAL DISTRIBUTION WAWASEE AREA CONSERVANCY FOUNDATION INC PO BOX 548 SYRACUSE IN 46567 351832807 501(C)(3) 10248 0 ANNUAL DISTRIBUTION WHITEWATER VALLEY RAILROAD 455 MARKET ST CONNERSVILLE IN 47331 351415844 501(C)(3) 8496 0 ANNUAL DISTRIBUTION FAYETTE COUNTY SCHOOL CORPORATION 1401 SPARTAN DR CONNERSVILLE IN 47331 351099057 5129 0 ANNUAL DISTRIBUTION CITY OF CONNERSVILLE 500 N CENTRAL AVENUE CONNERSVILLE IN 47331 356000990 85000 0 GIFT VII IMPLEMENTATION GRANT - MARKET STREET PLAZA 12 3 SCHOLARSHIPS 57 104347 PART I, LINE 2: GRANT APPLICANTS WHO RECEIVE GRANT FUNDS ARE EXPECTED TO PROVIDE THE FOUNDATION WITH A PROGRAM AND FINANCIAL REPORT REGARDING USE OF GRANT FUNDS WITHIN ONE YEAR OF THEIR RECEIPT OF THE GRANT. FORM 990, PART VI, SECTION A, LINE 2 CLAYTON AND COLIN JUDD ARE BROTHERS. JAY AND ANDREW BERNZOTT ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER REVIEWS ALL FINANCIAL DOCUMENTS. THE BOARD IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR WHEN A MEMBER JOINS THE BOARD OF TRUSTEES, HE OR SHE MUST DISCLOSE ANY CONFLICTS OF INTEREST. ANY UPDATES ARE REQUESTED ANNUALLY AND THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION USES THE SALARY AND BENEFITS REPORT PROVIDED BY INDIANA PHILANTHROPY ALLIANCE TO BENCHMARK SALARIES FOR STAFF ROLES AND RESPONSIBILITIES. COST OF LIVING INCREASES ARE ALSO FACTORED INTO COMPENSATION EACH YEAR. THE BOARD APPROVES THE EXECUTIVE DIRECTOR SALARY ANNUALLY BASED ON THIS CRITERIA. NO OTHER OFFICERS ARE COMPENSATED AND THERE ARE NO KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST 28,546. CUSTODIAL ACCOUNT ACTIVITY -40,158. FORM 990, ITEM B, REASON FOR AMENDED RETURN: THE RETURN IS BEING AMENDED TO REFLECT AUDITED FINANCIAL STATEMENT INFORMATION.