Form 990 for tax year 2023
Filed by COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC.
Totals
- Total revenue
- $22,701,309
- Total expenses
- $13,600,228
- Contributions and grants received
- $13,962,221
- Grants paid
- $10,640,300
- Program service revenue
- $0
- Investment income
- $8,443,915
- Other revenue
- $295,173
- Total assets, end of year
- $219,144,373
- Total liabilities, end of year
- $12,743,786
- Net assets or fund balances, end of year
- $206,400,587
- Program services expenses (Part IX)
- $11,584,528
- Management and general expenses
- $1,628,918
- Fundraising expenses
- $386,782
- Program service expenses (Part III)
- $11,584,528
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$13,962,221
-
1g · Noncash contributions included above
$7,328,419
-
3 · Investment income
total $5,516,603 · excluded $5,516,603
-
7a · Gross sales of assets other than inventory
securities $20,564,413
-
7b · Less cost or other basis and sales expenses
securities $17,637,101
-
7c · Gain or loss
securities $2,927,312
-
7d · Net gain or loss
total $2,927,312 · excluded $2,927,312
-
11a · Other revenue: CHANGE IN VALUE OF SPLIT INT
total $323,186 · related or exempt $323,186
-
11b · Other revenue: MISCELLANEOUS INCOME
total -$28,013 · related or exempt -$28,013
-
11e · Other revenue, total
$295,173
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,156,325 · program services $10,156,325
-
2 · Grants to domestic individuals
total $466,878 · program services $466,878
-
3 · Grants to foreign organizations and individuals
total $17,097 · program services $17,097
-
5 · Compensation of officers, directors and key employees
total $557,624 · program services $151,577 · management and general $344,817 · fundraising $61,230
-
7 · Other salaries and wages
total $789,759 · program services $269,633 · management and general $451,007 · fundraising $69,119
-
8 · Pension plan contributions
total $19,249 · program services $6,712 · management and general $10,896 · fundraising $1,641
-
9 · Other employee benefits
total $109,662 · program services $37,821 · management and general $61,953 · fundraising $9,888
-
10 · Payroll taxes
total $89,355 · program services $28,190 · management and general $52,578 · fundraising $8,587
-
11b · Fees: legal
total $16,143 · program services $6,056 · management and general $8,243 · fundraising $1,844
-
11c · Fees: accounting
total $37,000 · management and general $37,000
-
11f · Fees: investment management
total $410,853 · management and general $410,853
-
11g · Fees: other
total $11,329 · program services $3,204 · management and general $6,773 · fundraising $1,352
-
12 · Advertising and promotion
total $199,211 · fundraising $199,211
-
13 · Office expenses
total $10,796 · program services $3,346 · management and general $6,370 · fundraising $1,080
-
16 · Occupancy
total $91,112 · program services $29,175 · management and general $52,526 · fundraising $9,411
-
19 · Conferences, conventions and meetings
total $97,534 · program services $48,025 · management and general $42,138 · fundraising $7,371
-
22 · Depreciation, depletion and amortization
total $27,486 · management and general $27,486
-
23 · Insurance
total $22,854 · program services $7,085 · management and general $13,484 · fundraising $2,285
-
24a · Other expenses: OTHER EXPENSES
total $218,918 · program services $202,344 · management and general $14,879 · fundraising $1,695
-
24b · Other expenses: EQUIPMENT & MAINTENANCE
total $120,680 · program services $37,411 · management and general $71,201 · fundraising $12,068
-
24c · Other expenses: COMMUNITY ENGAGEMENT
total $103,717 · program services $103,717
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $13,972 · program services $9,932 · management and general $4,040
-
24e · All other expenses
total $12,674 · management and general $12,674
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $563,543 · end of year $1,969,821
-
2 · Savings and temporary cash investments
beginning of year $7,061,620 · end of year $5,973,536
-
3 · Pledges and grants receivable
beginning of year $148,043 · end of year $383,908
-
4 · Accounts receivable
beginning of year $5,000 · end of year $6,250
-
9 · Prepaid expenses and deferred charges
beginning of year $31,663 · end of year $36,042
-
10a · Land, buildings and equipment: cost or other basis
$407,053
-
10b · Land, buildings and equipment: accumulated depreciation
$297,624
-
10c · Land, buildings and equipment, net
beginning of year $94,261 · end of year $109,429
-
11 · Investments: publicly traded securities
beginning of year $167,177,284 · end of year $194,614,043
-
12 · Investments: other securities
beginning of year $11,021,747 · end of year $10,464,111
-
13 · Investments: program-related
beginning of year $786,073 · end of year $1,151,424
-
15 · Other assets
beginning of year $4,076,328 · end of year $4,435,809
-
17 · Accounts payable and accrued expenses
beginning of year $120,678 · end of year $122,707
-
18 · Grants payable
beginning of year $595,588 · end of year $1,787,967
-
25 · Other liabilities
beginning of year $9,825,332 · end of year $10,833,112
-
27 · Net assets without donor restrictions
beginning of year $177,976,195 · end of year $203,581,159
-
28 · Net assets with donor restrictions
beginning of year $2,447,769 · end of year $2,819,428
Mission and programs · 2023
Mission
THE COMMUNITY FOUNDATION OF GREATER FORT WAYNE INSPIRES ENDURING PHILANTHROPY BY ENCOURAGING CHARITABLE GIVING, CONDUCTING MEANINGFUL GRANTMAKING, AND LEADING COMMUNITY INITIATIVES.
-
THE COMMUNITY FOUNDATION GIVES GRANTS TO NONPROFITS FOR A VARIETY OF CHARITABLE PURPOSES IN GREATER FORT WAYNE AND ACROSS THE UNITED STATES. THESE GRANTS HELP TO ADDRESS A VARIETY OF NEEDS FROM THE DAY TO DAY OPERATIONS OF NONPROFITS TO ADDRESSING PRESSING SOCIAL ISSUES. THE GRANTMAKING PROGRAM INCLUDES AWARDING SCHOLARSHIPS TO STUDENTS FURTHERING THEIR EDUCATION.
Expenses $10,870,317 · Grants $10,640,300
-
THE COMMUNITY FOUNDATION PROVIDES LEADERSHIP TO ADDRESS COMMUNITY NEEDS AND IMPROVE QUALITY OF LIFE IN ALLEN COUNTY. THE COMMUNITY FOUNDATION ACCOMPLISHES THIS BY BEING A COMMUNITY PARTNER IN PURSING THE COMMUNITYS GREATEST OPPORTUNITIES AND ADDRESSING OUR MOST CRITICAL CHALLENGES.
Expenses $508,408
-
THE COMMUNITY FOUNDATION MANAGES CHARITABLE FUNDS FOR INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO HELP THEM MAKE THEIR CHARITABLE GIVING MORE IMPACTFUL IN THE AREAS THAT MATTER MOST TO THEM. THIS PROGRAM ALSO HELPS PEOPLE TO CONSIDER THEIR LEGACY AND HOW IT WILL LIVE ON AND CONTINUE TO IMPROVE THE QUALITY OF LIFE IN ALLEN COUNTY FOR FUTURE GENERATIONS.
Expenses $205,803
As filed on the 2023 return.
Listed in Part VII
-
R Bradley LittleR BRADLEY LITTLE
PRESIDENT &
- Total calculated
- $237,454
- From this org
- $207,450
- From related orgs
- $0
- Other
- $30,004
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- $207,450
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,488
- Nontaxable benefits
- $23,516
- Filer's total
- $237,454
-
Heidi LudwigHEIDI LUDWIG
COO
- Total calculated
- $185,902
- From this org
- $160,296
- From related orgs
- $0
- Other
- $25,606
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,296
- Bonus
- not reported
- Other
- not reported
- Deferred
- $5,052
- Nontaxable benefits
- $20,554
- Filer's total
- $185,902
-
Alison GerardotALISON GERARDOT
CHIEF IMPACT
- Total calculated
- $134,266
- From this org
- $113,384
- From related orgs
- $0
- Other
- $20,882
- Hours/week
- 40
-
Ronald MenzeRONALD MENZE
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Heather SchoeglerHEATHER SCHOEGLER
CHAIR PART Y
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Sherry EarlySHERRY EARLY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Christine BolesCHRISTINE BOLES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Robert SlusserROBERT SLUSSER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Paul O SauerteigPAUL O SAUERTEIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary ShearerGARY SHEARER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Denita WashingtonDENITA WASHINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan WesnerSUSAN WESNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Cindy GoodmanCINDY GOODMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edmond O'NealEDMOND O'NEAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Damian GosheffDAMIAN GOSHEFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Shelley WalkerSHELLEY WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie CrandallSTEPHANIE CRANDALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie CarperSTEPHANIE CARPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason KnotheJASON KNOTHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nikki QuintanaNIKKI QUINTANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Todd JacobsTODD JACOBS
DIRECTOR PAR
- Total calculated
- $0
- Hours/week
- 1
-
Doug WoodDOUG WOOD
DIRECTOR PAR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jim CookJIM COOK
DIRECTOR PAR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$350,000
CHARITABLE SUPPORT
-
ARTS UNITED OF GREATER FORT WAYNE
$283,291
CHARITABLE SUPPORT
-
$271,245
CHARITABLE SUPPORT
-
CHARITABLE SUPPORT
-
CHARITABLE SUPPORT
-
$179,790
CHARITABLE SUPPORT
-
NEIGHBORHOOD HEALTH CLINICS INC
$175,100
CHARITABLE SUPPORT
-
$170,281
CHARITABLE SUPPORT
-
$158,174
CHARITABLE SUPPORT
-
CITY OF FORT WAYNE
$157,334
CHARITABLE SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · PROJECTS · IN · controlled entity
Directly controlled by CFGFW
-
FORT WAYNE CENTRAL IMPROVEMENT FDN
501C3 · REAL ESTAT · IN · controlled entity
Directly controlled by CFGFW
-
SUMMIT INITIATIVES FOUNDATION INC
501C3 · ECON. DEV. · IN · controlled entity
Directly controlled by CFGFW
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202442339349300404
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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