2025-09-16T14:00:50-05:00 2024-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-01-01 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 2024 2025-03-06 01:10:19Z ABIGAIL ROSZELL 521 N CENTRAL AVE CONNERSVILLE IN 47331 5152078 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 4 24 0 0 287558 3569617 7785 0 453928 629321 41210 37628 790481 4236566 432732 399558 0 0 196662 190001 0 0 90167 244071 296779 873465 886338 -82984 3350228 16329603 20460532 402365 424514 15927238 20036018 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 560197 399558 SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS, UNITS OF GOVERNMENT, AND SCHOOLS. 560197 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 9 0 1 4 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 ROSZELL EXECUTIVE DIRECTOR 40.00 X 61788 0 8011 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 ANDREW BERNZOTT DIRECTOR 5.00 X 0 0 0 JAY BERNZOTT DIRECTOR 5.00 X 0 0 0 STEVE DICE DIRECTOR 5.00 X 0 0 0 PAUL FREED DIRECTOR 5.00 X 0 0 0 GEORGIA GREEN THROUGH 61624 DIRECTOR 5.00 X 0 0 0 DEVIN HORNSBY DIRECTOR 5.00 X 0 0 0 COLIN JUDD 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 61788 0 8011 0 0 0 0 0 3569617 7670 3569617 414405 414405 42960 0 42960 42960 42960 1121277 906361 214916 214916 214916 3500 9151 -5651 -5651 MISCELLANEOUS INCOME 900099 319 319 319 4236566 0 0 666949 X 300771 300771 98787 98787 69799 21638 33504 14657 90252 27978 43321 18953 2598 805 1247 546 16798 5207 8063 3528 10554 3272 5066 2216 27051 27051 61822 61822 98704 64113 19829 14762 821 328 82 411 11337 5325 250 5762 20787 7067 6860 6860 35129 10890 16862 7377 1976 593 395 988 950 285 190 475 26844 10737 5369 10738 5440 1088 2720 1632 DUES & SUB. 3015 301 2412 302 OTHER EXP 2822 931 931 960 PROGRAM EXPENSES 81 81 886338 560197 235974 90167 287615 286681 560320 2344497 1500000 873153 426128 362951 447025 14831014 15739928 287703 142401 16329603 20460532 400865 423014 1500 1500 402365 424514 X 794479 854213 15132759 19181805 15927238 20036018 16329603 20460532 X 3350228 765823 -7271 X 0 1 X 1 0 X 372967 273726 257155 298343 3569617 4771808 372967 273726 257155 298343 3569617 4771808 3397308 1374500 173648 350579 484933 414987 457365 1881512 92078 30700 50716 319 173813 6827133 0.20130 0.34620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 50 4154 136562 0 0 0 0 14763461 277947 1605228 382145 339518 15924973 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 0.00000 0.77120 0.22880 0 0 829058 403293 425765 44095 22835 21260 447025 RENT DEPOSITS 1500 1500 X 5210186 765823 315174 1080997 4129189 61822 45555 107377 4236566 1101406 300296 300296 801110 61822 23406 85228 886338 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, 2024 AND 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: EVENT EXPENSES 9,151. CHANGE IN SPLIT INTEREST AGREEMENTS 14,878. FUND ADMINISTRATIVE FEE 291,145. PART XI, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL ACCOUNT INCOME 45,555. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 9,151. FUND ADMINISTRATIVE FEE 291,145. PART XII, LINE 4B - OTHER ADJUSTMENTS: CUSTODIAL ACCOUNT EXPENSES 23,406. 1 ALQUINA BLUE ARROWS PARK 4397 EAST ALQUINA ROAD CONNERSVILLE IN 47331 831625584 22000 0 PARK UPDATES - PUBLIC RESTROOM CONSTRUCTION PROJECT BENTONVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 37 BENTONVILLE IN 47322 237236292 501(C)(3) 9899 0 CONTROL THE CARCINOGENS PROJECT CENTRAL CHRISTIAN CHURCH PO BOX 60 CONNERSVILLE IN 47331 350923051 501(C)(3) 5858 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT CONNERSVILLE BAND BOOSTERS 1400 SPARTAN DRIVE CONNERSVILLE IN 47332 001919490 6000 0 CHS COLOR GUARD TEAM REVITALIZATION PROJECT FAYETTE COUNTY DEPARTMENT OF HOMELAND SECURITY AND EMERGENCY MANAGEMENT 123 W 4TH STREET CONNERSVILLE IN 47331 356000143 GOVT 14000 0 EMBER CONTROL FAYETTE COUNTY SCHOOL CORPORATION 1401 SPARTAN DR CONNERSVILLE IN 47331 351099057 GOVT 5147 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT FAYETTE COUNTY SHERIFF'S DEPARTMENT 123 W 4TH STREET CONNERSVILLE IN 47331 356000143 GOVT 8750 0 SAFETY AND SECURITY OF THE FAYETTE COUNTY JAIL FIRST PRESBYTERIAN CHURCH 700 N CENTRAL AVE CONNERSVILLE IN 47331 351598043 501(C)(3) 13681 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT HISTORIC CONNERSVILLE INC PO BOX 197 CONNERSVILLE IN 47331 356046554 501(C)(3) 6308 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT HISTORIC CONNERSVILLE INC PO BOX 197 CONNERSVILLE IN 47331 356046554 501(C)(3) 5882 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT HISTORIC ELMHURST 779 S STATE RD CONNERSVILLE IN 47331 310967490 501(C)(3) 13664 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT HISTORIC ELMHURST 779 S STATE RD CONNERSVILLE IN 47331 310967490 501(C)(3) 6507 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT IMAGINE PERFORMING ARTS 1020 RANCH ROAD CONNERSVILLE IN 47331 470986414 501(C)(3) 30000 0 IMAGINE PERFORMING ARTS COMMUNITY ARTS CENTER ROOFING PROJECT INDIANA AUDUBON MARY GRAY BIRD SANCTUARY CONNERSVILLE IN 47331 356023489 501(C)(3) 6438 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT INDIANA AUDUBON MARY GRAY BIRD SANCTUARY CONNERSVILLE IN 47331 356023489 501(C)(3) 17658 0 MARY GRAY EDUCATIONAL CAMPUS EXPANSION NEIGHBORHOOD HEALTH CENTER FAYETTE COUNTY MEDICAL CENTER 2025 VIRGINIA AVENUE CONNERSVILLE IN 47331 821816047 501(C)(3) 7000 0 TRANSPORTATION ASSISTANCE ST GABRIEL CATHOLIC SCHOOL 224 W 9TH STREET CONNERSVILLE IN 47331 350893496 501(C)(3) 7656 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT WAWASEE AREA CONSERVANCY FOUNDATION INC PO BOX 548 SYRACUSE IN 46567 351832807 501(C)(3) 10286 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT WHITEWATER VALLEY RAILROAD 455 MARKET ST CONNERSVILLE IN 47331 351415844 501(C)(3) 10132 0 DISTRIBUTION FROM DESGINATED FUND - ANNUAL GRANT 19 0 SCHOLARSHIPS 54 98787 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 IX, LINE 11G PAYROLL AND BENEFIT ADMIN. (PAYCHEX: PROGRAM SERVICE EXPENSES 1,363. MANAGEMENT AND GENERAL EXPENSES 2,111. FUNDRAISING EXPENSES 924. TOTAL EXPENSES 4,398. CONTRACTED SERVICES EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,838. FUNDRAISING EXPENSES 13,838. TOTAL EXPENSES 27,676. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344. TECH SUPPORT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,536. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 62,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,750. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 14,878. CUSTODIAL ACCOUNT ACTIVITY -22,149.