2026-08-18T11:38:24-05:00 2025-12-31 562353893 AGRESTA STORMS & O'LEARY LLC 5140 COMMERCE CIRCLE INDIANAPOLIS IN 46237 990 2025-01-01 351956929 COMMUNITY FOUNDATION OF MORGAN COUNTY COMM 7658130003 PO BOX 1413 MARTINSVILLE IN 46151 KIM COLE PRESIDENT 7658130003 2026-08-11 1 MICHELLE A CLOUSE EA P01218056 3177809850 2026-08-06 2025 2025-03-06 01:10:19Z KIM COLE PO BOX 1413 MARTINSVILLE IN 46151 5062559 0 X WWW.CFMCONLINE.ORG X 1995 IN COMMUNITY SERVICE AND PUBLIC CHARITY INCLUDING GRANTS AND SCHOLARSHIPS. 7 7 7 0 0 0 2156729 3714293 282265 321516 907735 796601 0 0 3346729 4832410 479751 708965 0 0 296267 334524 0 0 110452 671843 776838 1447861 1820327 1898868 3012083 13499689 17980321 1285949 1458141 12213740 16522180 THE COMMUNITY FOUNDATION OF MORGAN COUNTY, INC. WORKS WITH OUR CITIZENS TO ENHANCE THE QUALITY OF LIFE FOR CURRENT AND FUTURE GENERATIONS OF MORGAN COUNTY, INDIANA. WE ACCEPT GIFTS, MANAGE FINANCIAL RESOURCES, MAKE GRANTS, AND PROVIDE SCHOLARSHIPS. 0 0 1255634 540094 321516 PART OF OUR ROLE IN HELPING CHARITIES AND NON-PROFIT GROUPS IN MORGAN COUNTY IS TO MANAGE NON-PERMANENT FUNDS TO AID THEM IN THEIR WORK. HELPING OTHER CHARITIES HELPS FURTHER THE MISSION OF THE COMMUNITY FOUNDATION OF MORGAN COUNTY. 168871 168871 SINCE OUR FOUNDING, THE COMMUNITY FOUNDATION HAS PROVIDED SCHOLARSHIPS FOR MORGAN COUNTY STUDENTS AS PART OF OUR CORE MISSION. WE WORK HARD TO ENSURE THAT ALL STUDENTS WHO MIGHT QUALIFY LEARN OF THE AVAILABILITY AND ARE AIDED IN APPLYING FOR AVAILABLE SCHOLARSHIPS. N/A 1424505 1 1 0 0 0 0 0 0 1 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 11 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X THE ORGANIZATION 7658130003 PO BOX 1413 MARTINSVILLE IN 46151 JULIE CARMICHAEL PAST CHAIR 0.50 X 0 0 0 HOLLY FRYE DIRECTOR 0.50 X 0 0 0 TANA LOBB TREASURER 0.50 X X 0 0 0 RICH MYERS DIRECTOR 0.50 X 0 0 0 JASON MAXWELL DIRECTOR 0.50 X 0 0 0 JULIE FRED CHAIR 0.50 X X 0 0 0 MIKE MARVEL DIRECTOR 0.50 X 0 0 0 KIM COLE PRESIDENT 40.00 X 94629 0 0 94629 0 0 0 0 0 0 0 3714293 5866 3714293 ADMINISTRATIVE FEES 900099 321516 321516 321516 321105 321105 705645 230149 475496 475496 475496 4832410 321516 0 796601 540094 540094 168871 168871 94629 39744 31228 23657 201035 84435 66341 50259 16151 6783 5330 4038 22709 9538 7494 5677 25269 25269 78684 78684 4908 4908 6399 6399 22489 22489 14637 14637 3145 3145 766 766 7050 7050 PROGRAM EXPENSE & EVENT 300270 284153 16117 ADMINISTRATIVE FEES 290887 290887 DONOR DEVELOPMENT 10704 10704 PROFESSIONAL DEVELOPMEN 7403 7403 4227 4227 1820327 1424505 285370 110452 3118036 4695201 500 0 30639 30063 1342 576 10379811 13207394 0 77150 13499689 17980321 14080 28543 1271869 1351447 0 78151 1285949 1458141 X 12213740 16522180 12213740 16522180 13499689 17980321 3012083 1296357 0 X X 0 1 X 1 0 X 903363 576340 261327 2149894 3708427 7599351 903363 576340 261327 2149894 3708427 7599351 1527349 6072002 200090 185417 237768 288405 321105 1232785 8832136 0.68750 0.80990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 9878649 784780 1934082 883717 11713794 8447109 700593 1244501 513554 9878649 7620906 140983 1202220 517001 8447109 9046779 368681 -1223205 571349 7620906 7657072 653799 1316148 580240 9046779 1.00000 0.00000 0.00000 0 0 30639 30063 576 576 OPERATING LEASE OBLIGATION 78151 78151 X 6050083 1296357 1296357 4753726 78684 78684 4832410 1741643 0 1741643 78684 78684 1820327 PART IV, LINE 2B: FUNDS HELD FOR OTHERS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE FOUNDATION BY OTHER ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS OR THE FOUNDATION HAS ENTERED INTO AN AGREEMENT TO SERVE AS A FISCAL AGENT FOR THE ORGANIZATIONS. THE FOUNDATION ACCOUNTS FOR THESE TRANSFERS AS A LIABILITY. INCOME IS ADDED TO THESE FUNDS PERIODICALLY IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT ALLOCATION POLICIES. CONTRIBUTIONS, NET INVESTMENT RETURN, AND DISTRIBUTIONS TO THOSE ORGANIZATIONS ARE REFLECTED AS ADJUSTMENTS TO THE LIABILITY ACCOUNT AND ARE NOT REFLECTED IN THE ACCOMPANYING STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION UNDER THE LAWS OF THE STATE OF INDIANA AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO AUDIT BY FEDERAL, STATE OR LOCAL AUTHORITIES IN THE AREA OF INCOME TAXES. ALONG WITH A FEDERAL TAX FILING, THE FOUNDATION FILES IN THE STATE OF INDIANA. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR 2022 THROUGH 2025 ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. THESE AUDITS COULD INCLUDE QUESTIONING THE FOUNDATION'S TAX-EXEMPT STATUS AND COMPLIANCE WITH FEDERAL, STATE, AND LOCAL TAX LAWS. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT TWELVE MONTHS OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THEREFORE, THERE IS NO EFFECT RECORDED IN THESE FINANCIAL STATEMENTS FOR ASSETS OR LIABILITIES RESULTING FROM UNRECOGNIZED TAX BENEFITS. THE FOUNDATION'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, WHICH TOTALED $-0- FOR EACH OF THE YEARS ENDED DECEMBER 31, 2025 AND 2024. PART V, LINE 4 FUNDS ARE TO BE USED AS PER THE RELATED FUND AGREEMENTS. 1 CHURCHES IN MISSION 27 S INDIANA ST MOORESVILLE IN 46158 311237725 501(C)(3) 49800 0 CASH VALUE DISTRIBUTION GRANT CITY OF MARTINSVILLE PO BOX 1415 MARTINSVILLE IN 46151 356000178 170(C)(1) 6667 0 CASH VALUE DISTRIBUTION GRANT DESERT ROSE FOUNDATION PO BOX 1754 MARTINSVILLE IN 46151 352129035 501(C)(3) 42400 0 CASH VALUE DISTRIBUTION GRANT HEROES WILDLIFE ADVENTURES INC 8512 N HENDERSON FORD RD MOORESVILLE IN 46158 931946338 501(C)(3) 18000 0 CASH VALUE DISTRIBUTION GRANT HABITAT FOR HUMANITY OF MORGAN COUNTY INC PO BOX 1929 MARTINSVILLE IN 46151 351801672 501(C)(3) 15600 0 CASH VALUE DISTRIBUTION GRANT MOORESVILLE PUBLIC LIBRARY 220 WEST HARRISON MOORESVILLE IN 46158 356006659 501(C)(3) 52011 0 CASH VALUE DISTRIBUTION GRANT MSD OF MARTINSVILLE 389 E JACKSON ST MARTINSVILLE IN 46151 356002624 501(C)(3) 136800 0 CASH VALUE DISTRIBUTION GRANT ST MARTIN TOURS SOCIETY OF ST VINCENT DEPAUL 1709 E HARRISON ST MARTINSVILLE IN 46151 371507632 501(C)(3) 10000 0 CASH VALUE DISTRIBUTION GRANT STABILITY FIRST INC 210 W MORGAN ST MARTINSVILLE IN 46151 474429844 501(C)(3) 30000 0 CASH VALUE DISTRIBUTION GRANT YOUTH FIRST INC 111 SE 3RD ST SUITE 405 EVANSVILLE IN 47708 352050168 501(C)(3) 10000 0 CASH VALUE DISTRIBUTION GRANT SCHOLARSHIPS FOR STUDENTS ATTENDING BALL STATE UNIVERSITY 5 16600 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING BUTLER UNIVERSITY 1 2000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING DEPAUW UNIVERSITY 1 500 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING FRANKIN COLLEGE 1 7821 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING HANOVER COLLEGE 1 2500 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING INDIANA STATE UNIVERSITY 4 19500 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING INDIANA UNIVERSITY INDIANAPOLIS 5 18000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING INDIANA UNIVERSITY BLOOMINGTON 13 34450 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING TAYLOR UNIVERSITY 1 3250 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING HUNTINGTON UNIVERSITY 1 2000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING PURDUE UNIVERSITY 5 8950 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF INDIANAPOLIS 3 9000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF SOUTHERN INDIANA 1 2000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING ANDERSON UNIVERSITY 1 1000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF CINCINNATI 2 7000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING INDIANA WESLEYAN UNIVERSITY 1 6000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING PENSACOLA CHRISTIAN COLLEGE 1 8000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF THE CUMBERLANDS 1 1000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING WESTERN GOVERNORS UNIVERSITY 1 750 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING BALDWIN WALLACE UNIVERSITY 1 5000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING BELLARMINE UNIVERSITY 2 4000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING INTERNATIONAL BUSINESS COLLEGE 1 1500 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING IVY TECH 3 3850 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING LIBERTY UNIVERSITY 1 1000 CASH VALUE SCHOLARSHIPS FOR STUDENTS ATTENDING NORTHERN KENTUCKY UNIVERSITY 1 3200 CASH VALUE PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS APPLICATIONS FOR GRANTS REQUIRE WRITTEN DOCUMENTATION ACCORDING TO OUR WRITTEN PROCEDURES PLUS FINANCIAL DATA AND PROOF OF TAX EXEMPT STATUS. AT THE COMPLETION, FINAL REPORTS ARE REQUIRED WITH BOTH A NARRATIVE REPORT AND A FINANCIAL REPORT WITH RECEIPTS AND DOCUMENTATION REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/AUDIT COMMITTEE REVIEWS THE DRAFT AND THE FINAL FORM IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C FORMS ARE DISTRIBUTED AND LOGGED AS RETURNED. OMMISSIONS ARE PURSUED SO COMPLIANCE IS 100%. ISSUES RAISED BY ANY INDIVIDUAL'S ANSWERS ARE RESOLVED IMMEDIATELY AND MONITORED THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWS SALARY HISTORY, DATA AND COMPARABLE POSITIONS WITHIN THE AREA AND STATE-WIDE ORGANIZATIONS. INFORMATION IS REVIEWED TWICE DURING THE YEAR AND RATIFIED BY THE BOARD. DOCUMENTATION IS CONTAINED IN PRESIDENT'S NOTES OF EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE CONTAINED IN THE PUBLIC INSPECTION FILE IN THE OFFICE AND ONLINE AT THE FOUNDATION'S PUBLIC WEB SITE. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE PROCESS IN THE CURRENT YEAR.