2026-09-10T09:46:31-05:00 2025-12-31 351476702 BRADY WARE & SCHOENFELD INC 2206 CHESTER BLVD RICHMOND IN 47374 990 2025-01-01 351835950 RUSH COUNTY COMMUNITY FOUNDATION INC RUSH 7659381177 117 N MAIN ST RUSHVILLE IN 46173 CHRIS MAY EXECUTIVE DIRECTOR 7659381177 2026-08-26 1 HEATHER FOURMAN CPA P02033444 7659660531 2026-08-26 2025 CHRIS MAY 117 N MAIN ST RUSHVILLE IN 46173 9974562 0 X WWW.RUSHCOUNTYFOUNDATION.ORG X 1991 IN THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO CULTIVATE RESOURCES TO ENHANCE LIFE IN RUSH COUNTY, INDIANA. 12 12 5 61 0 0 6117719 3700480 0 0 1356132 2071933 0 0 7473851 5772413 7443083 929268 0 0 277158 263364 0 0 81784 271944 1109935 7992185 2302567 -518334 3469846 29920184 39208967 1873128 5779170 28047056 33429797 THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO CULTIVATE RESOURCES TO ENHANCE LIFE IN RUSH COUNTY, INDIANA. 0 0 1971991 929268 COMMUNITY GRANTS FOR LOCAL SCHOOLS AND ORGANIZATIONS AND COLLEGE SCHOLARSHIPS FOR INDIVIDUALS. 119 SCHOLARSHIPS AND 212 GRANTS WERE DISTRIBUTED. 1971991 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 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 1 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X CHRIS MAY 7659381177 117 N MAIN ST RUSHVILLE IN 46173 DAVE MALSON BOARD MEMBER 1.00 X 0 0 0 DAVID BURKHARDT BOARD MEMBER 1.00 X 0 0 0 DENISE HOEING SECRETARY 1.00 X X 0 0 0 PHIL KING TREASURER 1.00 X X 0 0 0 LAURA ASH PRESIDENT 1.00 X X 0 0 0 TONI SCHULTZ BOARD MEMBER 1.00 X 0 0 0 GINNY FOSTER BOARD MEMBER 1.00 X 0 0 0 KELLY MORGAN VICE PRESIDENT 1.00 X X 0 0 0 DEVON NIEHOFF BOARD MEMBER 1.00 X 0 0 0 JULIE LEISURE BOARD MEMBER 1.00 X 0 0 0 JAMEY PAVEY BOARD MEMBER 1.00 X 0 0 0 JESSICA VOGEL BOARD MEMBER 1.00 X 0 0 0 ANGELA BANE ADMINISTRATIVE AND ACCOUNT 35.00 X 49359 0 7329 CHRIS MAY EXECUTIVE DIRECTOR 40.00 X 97163 0 14505 146522 0 21834 0 0 0 0 0 3700480 744 3700480 984183 984183 5282926 6973 4202149 0 1080777 6973 1087750 1087750 5772413 0 0 2071933 701253 701253 228015 228015 146522 53673 53984 38865 68066 41982 13980 12104 32164 16082 9649 6433 16612 8306 4984 3322 1596 239 1357 27791 4169 23622 56815 56815 1905 762 1143 5722 5722 12991 12991 10303 515 9273 515 2298 1723 230 345 13935 5574 8361 8732 2620 6112 COMMUNITY PROJECT 447485 447485 IMPLEMENTATION GRANT 250863 250863 EARLY YEARS INITIATIVE 158000 158000 FIRST5 FUND 30717 26109 3072 1536 80782 24621 38640 17521 2302567 1971991 248792 81784 11212 4991 2230426 5899471 906572 2646737 519673 266196 255020 253477 26516954 30312322 0 91969 29920184 39208967 15128 11161 1858000 5768009 1873128 5779170 X 10156309 11453691 17890747 21976106 28047056 33429797 29920184 39208967 X 3469846 1761490 151405 X X 0 1 X 1 0 X 1197718 929300 8805014 6117719 3700480 20750231 1197718 929300 8805014 6117719 3700480 20750231 10127764 10622467 757421 822854 994136 754765 984183 4313359 25063590 0.42380 0.44110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 77 43006 150647 2254 292612 147458 7576649 1 1 23429514 2588862 3078158 657158 247139 28192237 19704400 2105189 2249500 600576 28999 23429514 15819158 2230953 2581954 580515 347150 19704400 19267428 242399 -2819027 523853 347789 15819158 17438658 314808 2367917 492538 361417 19267428 0.24490 0.03520 0.71990 0 0 100293 100293 349263 215452 133811 70117 50744 19373 253477 X 7293021 1912893 33349 1946242 5346779 56815 368819 425634 5772413 2139127 0 2139127 56815 106625 163440 2302567 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT POLICY FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING, AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK PARAMETERS. IN JUNE 2017, THE FOUNDATION ADOPTED A FORMAL SPENDING POLICY TO CALCULATE THE AMOUNT OF MONEY ANNUALLY DISTRIBUTED FROM THE FOUNDATION'S VARIOUS ENDOWED FUNDS. THE CURRENT SPENDING POLICY IS TO DISTRIBUTE AN AMOUNT DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AND THAT RATE IS MULTIPLIED BY THE PREVIOUS FIVE-YEAR ROLLING AVERAGE OF THE FUND'S FAIR MARKET VALUE. FOR DECEMBER 31, 2025 AND 2024, THE BOARD APPROVED A SPENDING RATE OF 4.2%. THE FOUNDATION'S OBJECTIVE IS TO AVOID INVASION INTO THE HISTORICAL VALUE OR PRINCIPAL OF A FUND TO MEET THE SPENDING POLICY, UNLESS THE TERMS OF A GIFT ALLOWS THE FOUNDATION TO DO SO IN A PRUDENT MANNER. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THE FORMALIZED SPENDING POLICY WILL ALLOW ITS ENDOWMENT ASSETS TO GROW CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANGEMENT FEE INCOME 33,349. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 368,822. ROUNDING -3. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 106,627. ROUNDING -2. 1 BOYS & GIRLS CLUB OF RUSH COUNTY 1590 N SEXTON ST RUSHVILLE IN 46173 237170004 501(C)(3) 61927 0 DEVELOPMENT AND ONGOING WORK GLEANERS FOOD BANK OF INDIANA 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)(3) 15000 0 SCHOOL PANTRY MAIN STREET CHRISTIAN CHURCH 615 N MAIN ST RUSHVILLE IN 46173 356000841 501(C)(3) 10430 0 FINANCIAL SUPPORT RUSH COUNTY HUMANE SOCIETY 884 S OLD 3 RUSHVILLE IN 46173 351965311 501(C)(3) 12527 0 FINANCIAL SUPPORT RUSH MEMORIAL HOSPITAL 1300 N MAIN ST RUSHVILLE IN 46173 356004464 GOVERNMENTAL 9006 0 FINANCIAL SUPPORT, FUND PAYOUTS RUSHVILLE LODGE 1307 BPOE OF ELKS PO BOX 81 RUSHVILLE IN 46173 350173269 501(C)(8) 7771 0 FINANCIAL SUPPORT RUSHVILLE PUBLIC LIBRARY 1850 N MAIN ST SUITE A RUSHVILLE IN 46173 356002081 501(C)(3) 24037 0 SUPPLIES AND FINANCIAL SUPPORT ST MARY CATHOLIC SCHOOL FOUNDATION 226 E 5TH ST RUSHVILLE IN 46173 351810106 501(C)(3) 12185 0 FINANCIAL SUPPORT AND FUND PAYOUT ST PAUL'S UNITED METHODIST CHURCH 426 N MORGAN RUSHVILLE IN 46173 356000842 501(C)(3) 32518 0 FINANCIAL SUPPORT RUSH COUNTY SENIOR CITIZENS SERVICES 1850 N MAIN ST SUITE D RUSHVILLE IN 46173 351360401 501(C)(3) 15530 0 FINANCIAL SUPPORT RUSH COUNTY ARC PO BOX 44 RUSHVILLE IN 46173 351343188 501(C)(3) 10152 0 FINANCIAL SUPPORT RUSH COUNTY HISTORICAL SOCIETY PO BOX 302 RUSHVILLE IN 46173 356021791 501(C)(3) 10471 0 FINANCIAL SUPPORT AND FUND PAYOUTS RUSHVILLE ELEMENTRY SCHOOL 400 W 16TH STREET RUSHVILLE IN 46173 351097791 GOVERNMENTAL 28004 0 STUDENT AND SCHOOL SUPPORT RCHS ACTIVITIES FUND 1201 LIONS PATH RUSHVILLE IN 46173 351097791 GOVERNMENTAL 9623 0 STUDENT ACTIVITIES AND SPORTS RUSH COUNTY COMMUNITY ASSISTANCE INC 1850 N MAIN ST RUSHVILLE IN 46173 263693804 501(C)(3) 11700 0 FUND PAYOUTS ST MARY CALVARY CEMETERY 3787 W 415 S RUSHVILLE IN 46173 350876366 501(C)(3) 6133 0 FINANCIAL SUPPORT GIRLS INC OF SHELBYVILLESHELBY COUNTY 904 S MILLER ST SHELBYVILLE IN 46176 351277849 501(C)(3) 10000 0 IN-SCHOOL PROGRAMMING RUSH COUNTY SCHOOLS 330 W 8TH ST RUSHVILLE IN 46173 351097791 GOVERNMENTAL 8013 0 FUND PAYOUTS FOR STUDENT NEEDS RUSHVILLE AMERICAN LEGION POST 150 LTD PO BOX 276 RUSHVILLE IN 46173 881703964 501(C)(8) 31309 0 DISASTER RELIEF CENTER VARSITY SCHOLARS 1201 LIONS PATH RUSHVILLE IN 46713 351097791 GOVERNMENTAL 5185 0 FUND PAYOUT ARLINGTON ELEMENTARY SCHOOL 2533 N 700 W ARLINGTON IN 46104 351097791 GOVERNMENTAL 5182 0 FUND PAYOUT BENJAMIN RUSH MIDDLE SCHOOL 1601 N SEXTON ST RUSHVILLE IN 46173 351097791 GOVERNMENTAL 9173 0 FUND PAYOUT CARTHAGE POLICE DEPARTMENT 6 W FIRST ST CARTHAGE IN 46115 351089150 GOVERNMENTAL 7774 0 FUND PAYOUT DOLLYWOOD FOUNDATION 111 E MAIN ST SEVIERVILLE TN 37862 621348105 501(C)(3) 6064 0 IMAGINATION LIBRARY HOPE CENTER 2004 INDIANA AVE CONNERSVILLE IN 47331 352029028 501(C)(3) 20000 0 SUPPLIES GLENWOOD VOLUNTEER FD PO BOX 175 GLENWOOD IN 46133 203011561 GOVERNMENTAL 10120 0 COMMUNITY GRANT HOPEWELL CEMETERY ASSOCIATION 6446 S 800 E RUSHVILLE IN 46173 832443062 501(C)(13) 6085 0 FINANCIAL SUPPORT RCHS BOOSTER CLUB 1201 LIONS PATH RUSHVILLE IN 46173 834446882 GOVERNMENTAL 13800 0 EQUIPMENT RUSH COUNTY VETERANS MEMORIAL FOUNDATION N WASHINGTON ST RUSHVILLE IN 46173 043617811 501(C)(3) 17000 0 FUND PAYOUT RUSHVILLE PSI IOTA XI 121 E 3RD ST STE A RUSHVILLE IN 46173 356030502 501(C)(3) 15000 0 FUND PAYOUT THE OPEN RESOURCE 103 N MAIN ST RUSHVILLE IN 46173 844469821 501(C)(3) 17750 0 FUND PAYOUT TREASURER OF RUSH COUNTY 101 E 2ND ST ROOM 213 RUSHVILLE IN 46173 356000193 GOVERNMENTAL 125000 0 REHAB GRANT 30 3 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 65 228015 PART I, LINE 2: THE TERMS OF THE GRANT REQUIRE TWO SIGNATURES FROM THE RECIPIENT ORGANIZATION BEFORE FUNDS ARE RELEASED. THE REQUIREMENTS OF THE RECIPIENT ORGANIZATION INCLUDE REPORTING INFORMATION BACK TO THE FOUNDATION INCLUDING WHETHER THE FUNDS WERE USED ACCORDING TO THE GRANT REQUEST, RECEIPTS FOR GRANT EXPENDITURES, REIMBURESMENT OF UNUSED FUNDS, PHOTOGRAPHS OF ANY ITEMS ACQUIRED WITH GRANT FUNDS, AND COMPLETION OF A QUESTIONNAIRE. THE GRANT RECIPIENT MUST STATE IN THE QUESTIONNAIRE WHETHER FUNDS WERE USED IN ACCORDANCE WITH IRS REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND ACCOUNTS COORDINATOR BEFORE FILING. THE COMPLETED INFORMATION WILL BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR ANALYZE POTENTIAL CONFLICTS OF BOARD MEMBERS, AND ANY ACTUAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL - THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REPORTS TO THE BOARD. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF ALL EMPLOYEES AND REPORTS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIALS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: FAS 136 ADJUSTMENT 151,403. ROUNDING 2. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT. REC BUILDING HOLDING CORPORATION 330 N MAIN ST RUSHVILLE IN 46173 933434223 TITLE HOLDING COMPANY IN 501(C)(2) RUSH COUNTY COMMUNITY FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 REC BUILDING HOLDING CORP R 441885 CASH