2026-08-04T13:39:48-04:00 2025-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2025-01-01 351860518 WHITLEY COUNTY COMMUNITY FOUNDATION INC WHIT 2602445224 1171 E WOODS WAY COLUMBIA CITY IN 46725 SEPTEMBER MCCONNELL EXECUTIVE DIRECTOR 2602445224 2026-07-31 true THOMAS A ROBERTS P00997867 7652847554 2026-07-31 2025 2025-03-06 01:10:19Z SEPTEMBER MCCONNELL 1171 E WOODS WAY COLUMBIA CITY IN 46725 8825698 false X CFWHITLEY.ORG X 1991 IN IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. 13 13 7 50 0 3072583 4378170 463535 554750 4270505 1899712 0 7806623 6832632 2936013 2692564 0 374886 398563 0 89226 859582 982435 4170481 4073562 3636142 2759070 42077042 47815017 938835 913832 41138207 46901185 IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS. false false 545991 496960 102389 SCHOLARSHIPS: WE PROVIDE SCHOLARSHIPS TO STUDENTS WANTING TO PURSUE POST SECONDARY EDUCATION. THESE SCHOLARSHIPS ARE TO HELP WITH EXPENSES RELATING TO TUITION, FEES AND BOOKS. AS A COMMUNITY, WE HOPE TO BE ABLE TO FINANCIALLY HELP OUR CITIZENS OBTAIN EDUCATION PAST A HIGH SCHOOL DEGREE. ONLY 13.3% OF ADULTS OVER TWENTY-FIVE YEARS OF AGE IN WHITLEY COUNTY HAVE A FOUR YEAR DEGREE. IT IS THE HOPE THAT SCHOLARSHIPS WILL IMPROVE THAT PERCENTAGE OVER TIME. 2412224 2195604 452361 GRANTS: THE WHITLEY COUNTY COMMUNITY FOUNDATION'S UNRESTRICTED ENDOWMENT FUNDS RESPOND TO THE EVER-CHANGING ISSUES FACING WHITLEY COUNTY. TWICE A YEAR, THE FOUNDATION'S VOLUNTEER GRANTS COMMITTEE REVIEWS APPLICATIONS AND MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. GRANTS ARE MADE POSSIBLE BY DONORS WHO HAVE INSTRUCTED THE FOUNDATION TO DIRECT THEIR GIFTS WHERE EVER THE NEED IS THE GREATEST. THE COMMUNITY FOUNDATION DIRECTS GRANTS TO CHARITABLE PROJECTS THAT WILL MAKE A POSITIVE IMPACT ON WHITLEY COUNTY AND ITS PEOPLE, WITH PARTICULAR INTEREST IN PROJECTS THAT SHED NEW LIGHT ON LOCAL NEEDS AND PROVIDE INNOVATIVE, LONG-TERM SOLUTIONS. CATEGORIES OF SUPPORT INCLUDE: ARTS & CULTURE, HEALTH, CIVIC AFFAIRS, RECREATION, COMMUNITY DEVELOPMENT, WELFARE, AND EDUCATION. CONVENING COMMUNITY LEADERS: THE WHITLEY COUNTY COMMUNITY FOUNDATION WILL BE THE CATALYST FOR CHANGE IN THE COMMUNITY. WHENEVER NEEDS ARISE, THE FOUNDATION ACTS AS THE CONVENER TO THE INTERESTED PARTIES TO HELP FACILITATE CHANGE. SINCE THE FOUNDATION IS NOT POLITICAL, IT CAN STAY NEUTRAL IN MANY SITUATIONS. 2958215 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 10 0 true 7 true false false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false IN X X X THE ORGANIZATION 2602445224 1171 E WOODS WAY COLUMBIA CITY IN 46725 KATHY HEUER PRESIDENT 0.50 X X 0 0 0 MATT DAHMS VICE PRESIDE 0.50 X X 0 0 0 PAULA WORDEN SECRETARY 0.50 X X 0 0 0 MICHELLE BURCH DIRECTOR 0.50 X 0 0 0 JACQUELINE WORRICK DIRECTOR 0.50 X 0 0 0 ROB MARR DIRECTOR 0.50 X 0 0 0 JOSEPH KESSIE DIRECTOR 0.50 X 0 0 0 SAM ST CLAIR DIRECTOR 0.50 X 0 0 0 TODD JONES DIRECTOR 0.50 X 0 0 0 ANDY MORE DIRECTOR 0.50 X 0 0 0 DR ANGELA COTTER DIRECTOR 0.50 X 0 0 0 RACHELLE PATRICK DIRECTOR 0.50 X 0 0 0 JIM ARGERBRIGHT DIRECTOR 0.50 X 0 0 0 SEPTEMBER MCCONNELL EXECUTIVE DI 40.00 X 118459 0 0 118459 1 false false false 4378170 477402 4378170 ADMINISTRATIVE FEE INCOME 900099 554750 554750 554750 976789 976789 2915989 1993066 922923 922923 922923 6832632 2454462 2195604 2195604 496960 496960 118459 49753 61599 7107 241661 101497 125664 14500 10630 4465 5527 638 27813 11681 14463 1669 554750 554750 48003 20161 24962 2880 140565 140565 14952 6280 7775 897 30451 12789 15835 1827 18223 7654 9476 1093 1026 431 533 62 89693 37671 46640 5382 14937 6274 7767 896 CONTRACTED SERVICES 37500 37500 FUNDRAISING 14498 14498 BAD DEBT EXPENSE 8000 8000 PROGRAM EXPENSES 5053 5053 4784 1942 2565 277 4073562 2958215 1026121 89226 2815028 5211376 12000 8000 7586 10283 3604882 212921 3452654 3391961 35587484 38969547 184303 201759 17987 22091 42077042 47815017 8657 62007 415623 287759 514555 564066 938835 913832 X 3127111 3023461 38011096 43877724 41138207 46901185 42077042 47815017 X 2759070 3036773 -32865 X false true X true false X 1701472 3134057 2145651 3072583 4378170 14431933 1701472 3134057 2145651 3072583 4378170 14431933 2768369 11663564 461967 562093 805402 961508 976789 3767759 463535 554750 1018285 19217977 1330408 0.60690 0.58440 X PART II, LINE 10 OTHER INCOME 463,535 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 17 972219 130252 760011 116873 6553678 1832164 true true 36491778 1831852 4718194 1118947 454236 41468641 32229770 1812481 4025781 1044935 531319 36491778 28117739 1223590 4256080 933748 433891 32229770 33470238 1032705 -4934071 832505 391948 226626 28117739 29818913 847963 4076798 692543 361612 219281 33470238 0.00110 0.65730 0.34160 false false 447000 482465 929465 2563623 157555 2406068 111794 55366 56428 3391961 AGENCY FUNDS 559334 ANNUITY RESERVES 4732 564066 X 9686568 3036773 16810 3053583 6632985 140565 59082 199647 6832632 3923590 3923590 140565 9407 149972 4073562 SCHEDULE D, PAGE 2, PART V, LINE 4 THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS TO CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATIONS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2022, 2023, AND 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 16,810 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE 59,082 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES 9,407 true AMERICAN CANCER SOCIETY PO BOX 1640 HAGERSTOWN MD 21741 131788491 501C3 5559 OPERATING SUPPORT AMERICAN RED CROSS OF NORTHEAST INDIANA PO BOX 2604 FORT WAYNE IN 46801 530196605 501C3 10250 OPERATING SUPPORT ANIMAL RESCUE FUND 1209 W RIGGIN RD MUNCIE IN 47303 352045922 501C3 6000 PROGRAM SUPPORT BABE OF WHITLEY COUNTY 309 W VAN BUREN COLUMBIA CITY IN 46725 274447782 501C3 23437 OPERATING SUPPORT CAMP WHITLEY 4305 W CAMP WHITLEY RD COLUMBIA CITY IN 46725 352046682 501C3 31449 GENERAL SUPPORT CANCER SERVICES OF NORTHEAST IN 6316 MUTUAL DR FORT WAYNE IN 46825 350965609 501C3 10707 PROGRAM SUPPORT CHURUBUSCO CHILDCARE CENTER 1692 IN 9 CHURUBUSCO IN 46723 351819028 501C3 32749 OPERATING SUPPORT CHURUBUSCO HISTORY CENTER 201 N MAIN ST CHURUBUSCO IN 46723 501C3 7300 OPERATING SUPPORT CHURUBUSCO UNITED METHODIST CHURCH 750 N MAIN ST CHURUBUSCO IN 46723 501C3 8200 FOOD, NUTRITION CITY OF COLUMBIA CITY 112 SOUTH CHAUNCEY STREET COLUMBIA CITY IN 46725 356000988 GOV 28902 GENERAL SUPPORT COLUMBIA CITY ATHLETIC DEPARTMENT 1600 IN - 9 COLUMBIA CITY IN 46725 356000988 GOV 16687 ATHLETIC PROGRAMS COLUMBIA CITY CONNECT 119 S MAIN STREET COLUMBIA CITY IN 46725 883389633 501C3 12500 PROGRAM SUPPORT COLUMBIA CITY HIGH SCHOOL FFA 1600 IN-9 COLUMBIA CITY IN 46725 351800881 GOV 40211 OPERATING SUPPORT COLUMBIA CITY UNITED METHODIST CHURCH 605 N FOREST PKWY COLUMBIA CITY IN 46725 351130532 501C3 12619 PRESCHOOL/MUSIC COLUMBIA CITY UTILITIES 112 S CHAUNCEY ST COLUMBIA CITY IN 46725 GOV 9431 UTILITIES ASSISTANCE COMMUNITY BIBLE CHURCH 6685 W SR 14 PO BOX 101 COLUMBIA CITY IN 46725 351450638 501C3 19166 GENERAL SUPPORT COMMUNITY HARVEST FOOD BANK PO BOX 10967 FORT WAYNE IN 46855 311100607 501C3 6363 FOOD BANK COMMUNITY OF HOPE CHURCH 208 W JACKSON COLUMBIA CITY IN 46725 501C3 14147 MEALS/HYGIENE CORNERSTONE CHRISTIAN SCHOOL 4304 S OAK ST ALBION IN 46701 351533072 501C3 17945 GENERAL SUPPORT CROOKED LAKE ASSOCIATION 389 E MORSCHES RD COLUMBIA CITY IN 46725 351947370 501C3 15172 OPERATING SUPPORT DIFFERENCE MAKERS 500 W VAN BUREN ST COLUMBIA CITY IN 46725 452977907 501C3 21350 FOOD PANTRY EASTERSEALS NORTHEAST INDIANA 4919 COLDWATER ROAD FORT WAYNE IN 46825 356005617 501C3 22098 GENERAL SUPPORT EBERHARD LUTHERAN CHURCH 2360 W KEISER RD COLUMBIA CITY IN 46725 444304206 501C3 26140 GENERAL SUPPORT FAITH CHRISTIAN ACADEMY 1550 E STATE RD 205 COLUMBIA CITY IN 46725 351873658 501C3 34817 GENERAL SUPPORT FEED ISRAEL FOUNDATION 529 NEW UTRECHT AVE BROOKLYN NY 11219 460650024 501C3 11000 OPERATING SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 576 GEIGER DR ROANOKE IN 46783 363682857 501C3 13136 PROGRAM SUPPORT FORT WAYNE CHILDREN'S ZOO 3411 SHERMAN BLVD FORT WAYNE IN 46808 356068234 501C3 10462 GENERAL SUPPORT FORT WAYNE PHILHARMONIC 4901 FULLER DR FORT WAYNE IN 46835 350791163 501C3 5750 GENERAL SUPPORT GIVING GARDENS OF INDIANA INC 479 S TOWERVIEW DR COLUMBIA CITY IN 46725 274908995 501C3 26248 PROGRAM SUPPORT HUMANE SOCIETY OF WHITLEY COUNTY 951 S LINE ST COLUMBIA CITY IN 46725 352026663 501C3 56014 GENERAL SUPPORT INDIAN SPRINGS MIDDLE SCHOOL FFA 1692 IN 9 COLUMBIA CITY IN 46725 351800881 GOV 6000 GENERAL SUPPORT INTERVARSITY CHRISTIAN FELLOWSHIP PO BOX 2098 MADISON WI 53701 362171714 501C3 11280 GENERAL SUPPORT LIFEWISE WHITLEY COUNTY 201 W MARKET ST COLUMBIA CITY IN 46725 454002535 501C3 29783 OPERATING SUPPORT JR ACHIEVEMENT OF NORTHERN IN 601 NOBLE DR FORT WAYNE IN 46805 350922731 501C3 17417 GENERAL SUPPORT MERCY CHEFS 711 WASHINGTON ST PORTSMOUTH VA 23704 205050449 501C3 35000 DISASTER RELIEF MISSION 25 615 N OPPORTUNITY DR COLUMBIA CITY IN 46725 352071824 501C3 308770 PROGRAM SUPPORT NORTHERN HEIGHTS ELEMENTARY SCHOOL 5209 N STATE RD 109 COLUMBIA CITY IN 46725 GOV 6169 FIELD TRIPS/SUPPLIES PARKVIEW WHITLEY EMS 1260 E ST RD 205 COLUMBIA CITY IN 46725 350868085 501C3 43906 DEFIBRILATORS PARKVIEW WHITLEY HOSPITAL FOUNDATION 1260 E ST RD 205 COLUMBIA CITY IN 46725 352081063 501C3 13711 GENERAL SUPPORT QUESTA FOUNDATION FOR EDUCATION 6502 CONSTITUTION DRIVE FORT WAYNE IN 46804 356025795 501C3 17500 SCHOLARSHIPS ROCK SUMMIT BASKETBALL INC 421 E COOK RD PO BOX 10114 FORT WAYNE IN 46825 853054833 7453 PROGRAM SUPPORT RONALD MCDONALD HOUSE CHARITIES 11109 PARKVIEW PLAZA DRIVE FORT WAYNE IN 46845 351950376 501C3 21427 GENERAL SUPPORT ROYAL FAMILY KIDS CAMP 1330 W BUSINESS 30 COLUMBIA CITY IN 46725 330380021 501C3 8000 OPERATING SUPPORT SALAVATION ARMY OF WHITLEY COUNTY PO BOX 881 COLUMBIA CITY IN 46725 350866187 501C3 5823 GENERAL SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501C3 5770 DISASTER RELIEF SOUTH WHITLEY COMMUNITY CHURCH 6685 W STATE ROAD 14 SOUTH WHITLEY IN 46787 501C3 7341 GENERAL SUPPORT THE CENTER 201 W MARKET COLUMBIA CITY IN 46725 205993971 501C3 45726 GENERAL SUPPORT THE PEABODY PUBLIC LIBRARY PO BOX 406 COLUMBIA CITY IN 46725 356001997 GOV 13597 READING PROGRAMS TRINITY EVANGELICAL PRESBYTERIAN CHURCH 709 W BUSINESS 30 PO BOX 638 COLUMBIA CITY IN 46725 351581928 501C3 21189 GENERAL SUPPORT UNITED WAY OF WHITLEY COUNTY AND KOSCIUSKO COUNTIES PO BOX 923 WARSAW IN 46581 237300114 501C3 6474 GENERAL SUPPORT WHITKO CAREER ACADEMY 710 N SR 5 LARWILL IN 46764 351084258 501C3 10557 WELDING CLASSES WHITLEY COUNTY 4-H 115 S SOUTH LINE ST COLUMBIA CITY IN 46725 351151491 501C3 5832 GENERAL SUPPORT WHITLEY COUNTY COMMUNITY CORRECTION DEPT 351 PLAZA DR COLUMBIA CITY IN 46725 356000215 GOV 8527 GENERAL SUPPORT WHITLEY COUNTY COUNCIL ON AGING 710 OPPORTUNITY DR COLUMBIA CITY IN 46725 351434252 501C3 10458 TRANSPORTATION WHITLEY COUNTY YMCA 950 E VAN BUREN ST COLUMBIA CITY IN 46725 350886850 501C3 82151 PROGRAM SUPPORT YOUTH FOR CHRIST OF NORTHERN IN 6427 OAKBROOK PARKWAY FORT WAYNE IN 46825 351051837 501C3 26745 GENERAL SUPPORT YWCA OF FORT WAYNE 1313 W WASHINGTON CENTER RD FORT WAYNE IN 46825 350868220 501C3 6997 GENERAL SUPPORT LTES ECA 1710 S SR 9 COLUMBIA CITY IN 46725 GOV 5880 FIELD TRIP REMEDY LIVE 6429 OAKBROOK PARKWAY FORT WAYNE IN 46825 272417633 501C3 8000 VIDEO PRODUCTION ST VINCENT DEPAUL FOOD PANTRY 2500 CHURCHMAN AVE INDIANAPOLIS IN 46203 501C3 18400 FOOD PANTRY TROY SCHOOL 1911 E BUSINESS 30 COLUMBIA CITY IN 46725 460656583 501C3 43130 GENERAL SUPPORT TURNING POINT USA 4940 E BEVERLY RD PHOENIX AZ 85044 800835023 501C3 6000 GENERAL SUPPORT 61 1 SCHOLARSHIPS 264 496960 SCHEDULE I, PAGE 1, PART I, LINE 2 WHITLEY COUNTY COMMUNITY FOUNDATION, INC. REQUIRES ALL GRANTEES TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. X 5 477402 AVE HIGH/LOW DATE OF GIFT false false false FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C WHENEVER ACTIONS OR VOTES ARE TAKEN, THE BOARD IS REQUIRED TO DECLARE A CONFLICT OF INTEREST. IT IS NOTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD HAD COMPARATIVE SALARY TABLES FROM INDIANA GRANTMAKERS ALLIANCE AND COUNCIL ON FOUNDATIONS. THEY LOOKED AT SIMILAR JOBS AND WAGES FOR FOUNDATIONS OUR SIZE. THE EXECUTIVE DIRECTOR HAS A WRITTEN REVIEW BY THE BOARD AND THE EXECUTIVE COMMITTEE GOES OVER IT WITH HER OR HIM. THE STAFF HAS A WRITTEN REVIEW WITH THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 WHITLEY COUNTY COMMUNITY FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO THE WEBSITE IS ON THE FOUNDATION'S WEBSITE. FORM 990 CAN ALSO BE MADE AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 16,810 AGENCY FUND REVENUE -59,082 AGENCY FUND EXPENSES 9,407 TOTAL -32,865