Community Foundation Of St Joseph County Inc
- Assets
- $255.5m
- Revenue
- $17.6m
- Investments
- $52.4m
- Employees
- 13
- Location
- South Bend, IN
- Founding
- 05/1974
- Data as of
- 06/2023
- EIN
- 23-7365930
Organization Overview
Community Foundation Of St Joseph County Inc is located in South Bend, IN. The organization was established in 1974. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2023, Community Foundation Of St Joseph County Inc employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Community Foundation Of St Joseph County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Community Foundation Of St Joseph County Inc generated $17.6m in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (2.9%) each year. All expenses for the organization totaled $12.8m during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Community Foundation Of St Joseph County Inc has awarded 347 individual grants totaling $15,001,824. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO IMPROVE THE QUALITY OF LIFE FOR THE CITIZENS OF ST. JOSEPH COUNTY AND THEIR SUCCEEDING GENERATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OUR LARGEST PROGRAM AREA IS HEALTH & HUMAN SERVICES. THE LINGERING EFFECTS OF THE COVID PANDEMIC, ECONOMIC UNCERTAINTY, AND RECORD INFLATION CONTINUE TO IMPACT FAMILIES THROUGHOUT ST. JOSEPH COUNTY. OUR FUNDING SUPPORTS FOOD SECURITY, INCLUDING LOCAL FOOD PANTRIES, UNITY GARDENS, AND CULTIVATE CULINARY; HOUSING, SUCH AS THE CENTER FOR THE HOMELESS, HOPE MINISTRIES, ST. MARGARET'S HOUSE, AND HABITAT FOR HUMANITY; ORGANIZATIONS THAT SERVE SPECIFIC VULNERABLE COMMUNITIES, SUCH AS REAL SERVICES, LOGAN, REINS OF LIFE, AND OAKLAWN; AND DOZENS OF OTHER ORGANIZATIONS THAT, THROUGH THEIR GOOD WORK, MAKE OUR COMMUNITY A BETTER PLACE TO LIVE. THIS YEAR, WE AWARDED MORE THAN $4.56 MILLION TO SUPPORT OUR LOCAL SOCIAL SERVICE AGENCIES. WE KNOW THAT OUR COMMUNITY IS ONLY AS STRONG AS ITS INDIVIDUAL COMPONENTS, AND THROUGH THESE EFFORTS, WE HOPE TO ENSURE THAT EVERYONE IS SAFE, HEALTHY, AND WELL SERVED.
COMMUNITY DEVELOPMENT, PARKS, RELIGIOUS
OUR SECOND LARGEST PROGRAM AREA IS YOUTH AND EDUCATION. OUR 21ST CENTURY SCHOLAR SUCCESS INITIATIVE; A FAR-REACHING PARTNERSHIP THAT INCLUDES SCHOOL CORPORATIONS, HIGHER EDUCATION, SOCIAL SERVICE PROVIDERS, AND WORKFORCE DEVELOPMENT ORGANIZATIONS, ALL WORKING TOGETHER TO SUPPORT OUR COUNTY'S CURRENT AND FUTURE 21ST CENTURY SCHOLARS. WE SPONSOR DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM LOCALLY PROVIDING MORE THAN 10,000 CHILDREN UNDER THE AGE OF 5 WITH A BEAUTIFUL NEW BOOK EACH MONTH. OUR FUNDING ALSO SUPPORTS BOYS & GIRLS CLUBS OF ST. JOSEPH COUNTY, LOCAL YOUTH CAMPS, AND MORE. WE HOLD MORE THAN 65 SCHOLARSHIP FUNDS THAT GRANT OUT CLOSE TO $1 MILLION ANNUALLY. ANNUALLY. THROUGH THE 2.68 MILLION WE INVESTED IN THIS AREA, WE HOPE TO BUILD A STRONGER FUTURE FOR OUR COMMNITY BY ENSURING OUR YOUNGEST MEMBERS GROW INTO INFORMED, INVOLVED CITIZENS.
OUR THIRD LARGEST PROGRAM AREA IS ARTS & CULTURE. WE BELIEVE THAT THE ARTS HAVE THE POWER TO BRING PEOPLE TOGETHER, FOSTERING APPRECIATION AND RESPECT FOR THE DIVERSITY AND BEAUTY OF THE HUMAN EXPERIENCE. OUR GRANTS HELPED LAUNCH A SUMMER MUSIC CAMP IN COLLABORATION WITH SOUTH BEND SYMPHONY YOUTH ORCHESTRA, FISCHOFF NATIONAL CHAMBER MUSIC ASSOCIATION, AND ST. MARY'S COLLEGE; THE TRANSFORMATION OF THE WORKER'S HOME AT THE HISTORY MUSEUM; AND PUBLIC MEDIA EFFORTS THROUGH WNIT AND WVPE. IN TOTAL, WE AWARDED MORE THAN $1.38 MILLION IN SUPPORT OF THE ARTS, SHOWING OUR COMMITMENT TO THE TREMENDOUS CREATIVE TALENT OF OUR COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mrs Greta Roemer Lewis Past Chair | OfficerTrustee | 1 | $0 |
Mrs Maron Fulce Chair | OfficerTrustee | 1 | $0 |
Mr Richard Currey Vice Chair | OfficerTrustee | 1 | $0 |
Mr Mark Neal Treasurer | OfficerTrustee | 1 | $0 |
Mrs Kristin Pruitt Secretary | OfficerTrustee | 1 | $0 |
Mr Curtis Bethel Jr Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $86,907 |
| Government grants | $27,491 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,879,462 |
| Noncash contributions included in lines 1a–1f | $372,521 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,993,860 |
| Total Program Service Revenue | $0 |
| Investment income | $14,101,021 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $519,631 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $17,614,512 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $9,525,210 |
| Grants and other assistance to domestic individuals. | $446,065 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $398,876 |
| Compensation of current officers, directors, key employees. | $223,084 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $661,757 |
| Pension plan accruals and contributions | $104,665 |
| Other employee benefits | $143,612 |
| Payroll taxes | $70,558 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,617 |
| Fees for services: Accounting | $30,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,596 |
| Advertising and promotion | $52,981 |
| Office expenses | $11,890 |
| Information technology | $102,947 |
| Royalties | $0 |
| Occupancy | $131,333 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $38,528 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $6,483 |
| All other expenses | $23,357 |
| Total functional expenses | $12,821,732 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $12,159,933 |
| Pledges and grants receivable | $2,246,931 |
| Accounts receivable, net | $1,397 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $188,741,355 |
| Investments—other securities | $52,359,230 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $255,508,846 |
| Accounts payable and accrued expenses | $98 |
| Grants payable | $2,940,782 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $917,935 |
| Total liabilities | $3,858,815 |
| Net assets without donor restrictions | $249,403,100 |
| Net assets with donor restrictions | $2,246,931 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $255,508,846 |
Grants Awarded
Over the last fiscal year, Community Foundation Of St Joseph County Inc has awarded $151,702 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
A ROSIE PLACE FOR CHILDREN (O'HANA HERITAGE FOUNDATION INC) PURPOSE: Unrestricted | $6,000 |
ALCOHOL & ADDICTIONS RESOURCE CENTER INC PURPOSE: Unrestricted, Restricted | $14,522 |
ALZHEIMER'S & DEMENTIA SERVICES OF NORTHERN INDIANA PURPOSE: Unrestricted | $17,464 |
ANCILLA COLLEGE OF MARIAN UNIVERSITY PURPOSE: Scholarships | $5,075 |
ANGELS IN THE ATTIC PURPOSE: Unrestricted | $10,000 |
BEACON HEALTH FOUNDATION INC PURPOSE: Unrestricted, Scholarships | $45,810 |