TY 2021 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,265,237	2,969,428	2,196,955	2,870,599	4,649,922	13,952,141
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,265,237	2,969,428	2,196,955	2,870,599	4,649,922	13,952,141
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						2,530,488
6	Public support. Subtract line 5 from line 4.						11,421,653

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	1,265,237	2,969,428	2,196,955	2,870,599	4,649,922	13,952,141
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,386,364	1,568,413	1,521,326	1,620,493	1,305,337	7,401,933
9	Net income from unrelated business activities, whether or not the business is regularly carried on..			22,855			22,855
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						21,376,929

Gross receipts from related activities, etc. (see instructions) ..................

67,104

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

53.430 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

30.430 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 17B	THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION'S SOURCES OF SUPPORT, AS WELL AS ITS ONGOING PROGRAMMING, REINFORCE ITS STATUS AS A PUBLIC ENTITY. SINCE IT WAS FOUNDED IN 1985, THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY (THE FOUNDATION IS GEOGRAPHICALLY LIMITED TO THE BORDERS OF DELAWARE COUNTY, INDIANA) FOR FINANCIAL SUPPORT. DELAWARE COUNTY IS HOME TO APPROXIMATELY 46,000 HOUSEHOLDS, AND THE FOUNDATION ATTEMPTS TO REACH EACH OF THOSE HOUSEHOLDS TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: -THE FOUNDATION SENDS A QUARTERLY AND ANNUAL MAILINGS TO SOLICIT DONATIONS (WHICH DOES NOT BENEFIT THE DONOR IN ANY MATERIAL WAY) IN ORDER TO ATTRACT NEW DONORS AND MAINTAIN CURRENT DONORS. THE FOUNDATION RECEIVED 1,137 GIFTS FROM 538 DIFFERENT DONORS DURING 2020. -THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. -THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER AND ONLINE, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. -THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. -FOUNDATION STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. -WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS AND/OR TO THE NONPROFIT COMMUNITY. -THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 358 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. -THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. -THE FOUNDATION'S LARGEST SINGLE GIFTS TO DATE HAVE COME THROUGH BEQUESTS WHICH HAVE BEEN NEITHER ACTIVELY SOLICITED NOR ANTICIPATED BY THE FOUNDATION'S STAFF OR BOARD OF DIRECTORS. AS A RULE, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. IN 2020, THE FOUNDATION'S SUPPORT WAS MADE UP OF 2,870,610 IN CHARITABLE CONTRIBUTIONS REPRESENTING 538 CORPORATE AND INDIVIDUAL DONORS, 126 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,137 DISTINCT GIFTS. CHARITABLE CONTRIBUTIONS ARE ACTIVELY SOLICITED FROM DONORS THROUGHOUT THE YEAR USING VARIOUS METHODS OF DONOR DEVELOPMENT ACTIVITIES. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN DELAWARE COUNTY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF THE DELAWARE COUNTY COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELATED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. THE FOUNDATION RECEIVED A GIFT IN 2016 FROM A PRIVATE FOUNDATION REPRESENTING 1,580,031 IN CONTRIBUTIONS. THIS GIFT SIGNIFICANTLY EXCEED THE 2% TEST AND HAD NOTICABLE IMPACT ON THE PUBLIC SUPPORT PERCENTAGE. THE SIZE OF THE GIFT WAS NOT TYPICAL FOR THE FOUNDATION, AND IT IS ALSO NONRECURRING. THE IMPACT OF THIS GIFT WILL NO LONGER BE INCLUDED ON THE SUPPORT SCHEDULE FOR THE 2021 TAX YEAR, WHICH WILL SIGNIFICANTLY IMPROVE THE PUBLIC SUPPORT PERCENTAGE. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICITATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY.

Return Reference

Explanation

PART II, LINE 17B

THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION'S SOURCES OF SUPPORT, AS WELL AS ITS ONGOING PROGRAMMING, REINFORCE ITS STATUS AS A PUBLIC ENTITY. SINCE IT WAS FOUNDED IN 1985, THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY (THE FOUNDATION IS GEOGRAPHICALLY LIMITED TO THE BORDERS OF DELAWARE COUNTY, INDIANA) FOR FINANCIAL SUPPORT. DELAWARE COUNTY IS HOME TO APPROXIMATELY 46,000 HOUSEHOLDS, AND THE FOUNDATION ATTEMPTS TO REACH EACH OF THOSE HOUSEHOLDS TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: -THE FOUNDATION SENDS A QUARTERLY AND ANNUAL MAILINGS TO SOLICIT DONATIONS (WHICH DOES NOT BENEFIT THE DONOR IN ANY MATERIAL WAY) IN ORDER TO ATTRACT NEW DONORS AND MAINTAIN CURRENT DONORS. THE FOUNDATION RECEIVED 1,137 GIFTS FROM 538 DIFFERENT DONORS DURING 2020. -THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. -THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER AND ONLINE, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. -THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. -FOUNDATION STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. -WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS AND/OR TO THE NONPROFIT COMMUNITY. -THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 358 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. -THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. -THE FOUNDATION'S LARGEST SINGLE GIFTS TO DATE HAVE COME THROUGH BEQUESTS WHICH HAVE BEEN NEITHER ACTIVELY SOLICITED NOR ANTICIPATED BY THE FOUNDATION'S STAFF OR BOARD OF DIRECTORS. AS A RULE, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. IN 2020, THE FOUNDATION'S SUPPORT WAS MADE UP OF 2,870,610 IN CHARITABLE CONTRIBUTIONS REPRESENTING 538 CORPORATE AND INDIVIDUAL DONORS, 126 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,137 DISTINCT GIFTS. CHARITABLE CONTRIBUTIONS ARE ACTIVELY SOLICITED FROM DONORS THROUGHOUT THE YEAR USING VARIOUS METHODS OF DONOR DEVELOPMENT ACTIVITIES. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN DELAWARE COUNTY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF THE DELAWARE COUNTY COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELATED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. THE FOUNDATION RECEIVED A GIFT IN 2016 FROM A PRIVATE FOUNDATION REPRESENTING 1,580,031 IN CONTRIBUTIONS. THIS GIFT SIGNIFICANTLY EXCEED THE 2% TEST AND HAD NOTICABLE IMPACT ON THE PUBLIC SUPPORT PERCENTAGE. THE SIZE OF THE GIFT WAS NOT TYPICAL FOR THE FOUNDATION, AND IT IS ALSO NONRECURRING. THE IMPACT OF THIS GIFT WILL NO LONGER BE INCLUDED ON THE SUPPORT SCHEDULE FOR THE 2021 TAX YEAR, WHICH WILL SIGNIFICANTLY IMPROVE THE PUBLIC SUPPORT PERCENTAGE. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICITATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY.

Schedule A (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC		Employer identification number 35-1640051

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY INC			Employer identification number 35-1640051
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	33
2	Aggregate value of contributions to (during year)	472,118
3	Aggregate value of grants from (during year)	566,958
4	Aggregate value at end of year ........	5,347,383

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	72,042,622	63,416,247	55,484,549	58,624,332	52,702,092
b	Contributions ...	3,806,632	2,492,547	1,564,244	2,311,225	573,833
c	Net investment earnings, gains, and losses	13,127,398	8,896,852	9,219,476	-2,317,458	8,203,933
d	Grants or scholarships ...	2,625,366	2,638,889	2,307,978	2,173,548	2,128,098
e	Other expenditures for facilities and programs ...				429,290	214,337
f	Administrative expenses ....	730,897	124,135	544,044	530,712	513,091
g	End of year balance ......	85,620,389	72,042,622	63,416,247	55,484,549	58,624,332

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0.120 %

Permanent endowment SchDMd Bullet

59.980 %

Term endowment SchDMd Bullet

39.900 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	86,955	86,955
d	Equipment ....	141,784	107,105	34,679
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				34,679

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) ALTERNATIVE INVESTMENTS	35,758,472	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	35,758,472

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,558
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	17,346,674
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	7,256,695
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	745,470
e	Add lines 2a through 2d .....................			2e	8,002,165
3	Subtract line 2e from line 1..................			3	9,344,509
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	104,270
b	Other (Describe in Part XIII.) ...........	4b	1,276,851
c	Add lines 4a and 4b....................			4c	1,381,121
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	10,725,630

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	4,713,634
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	745,470
e	Add lines 2a through 2d....................			2e	745,470
3	Subtract line 2e from line 1...................			3	3,968,164
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	104,270
b	Other (Describe in Part XIII.) ............	4b	314,892
c	Add lines 4a and 4b.....................			4c	419,162
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	4,387,326

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART IV, LINE 2B	THE FOUNDATION HOLDS AGENCY FUNDS THAT ARE HELD FOR THE BENEFIT OF OTHER 501(C)(3) ORGANIZATIONS. THE FOUNDATION ALSO MANAGES FUNDS FOR NONPROFIT ORGANIZATIONS. THE FUNDS ARE SUBJECT TO FUND AGREEMENTS WITH THE ORGANIZATIONS.
SCHEDULE D, PAGE 2, PART V, LINE 4	THE FOUNDATION'S ENDOWMENT FUNDS PROVIDE THE RESOURCES TO AWARD GRANTS AND SCHOLARSHIPS BASED ON THE ORGANIZATION'S SPENDING POLICY.
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 FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2018, 2019, AND 2020 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	ADMINISTRATIVE FEES (INTERFUND) 745,470
SCHEDULE D, PAGE 4, PART XI, LINE 4B	FUNDS HELD FOR THE BENEFIT OF OTHERS - INCOME 1,276,851
SCHEDULE D, PAGE 4, PART XII, LINE 2D	ADMINISTRATIVE FEES (INTERFUND) 745,470
SCHEDULE D, PAGE 4, PART XII, LINE 4B	FUNDS HELD FOR THE BENEFIT OF OTHERS - EXPENSES 314,892

Schedule D (Form 990) 2021

Additional Data

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SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization
THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	14,818,185
















3a	Sub-total ....		14,818,185
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)		14,818,185

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021

Schedule F (Form 990) 2021

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2021

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2021

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
SCHEDULE F, PAGE 1, PART I, LINE 3	CENTRAL AMERICA AND THE CARIBBEAN 0 14,818,185
SCHEDULE F, PAGE 5, PART V	AMOUNT REPORTED IS THE MARKET VALUE AT YEAR END FOR INVESTMENTS IN THE REGION.

Schedule F (Form 990) 2021

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number
35-1640051

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) A BETTER WAY SERVICES INC PO BOX 734 MUNCIE,IN473080734	35-0868081	501C3	60,100	OPERATING SUPPORT
(2) ACTION FOR ANIMALS PO BOX 835 MUNCIE,IN47308	35-1508888	501C3	9,100	OPERATING SUPPORT
(3) ALBANY-DELAWARE TOWNSHIP FIRE DEPARTMENT 214 E STATE STREET ALBANY,IN47320	30-0101669		12,692	PROGRAM SUPPORT
(4) ALPHA CENTER INC 315 S MONROE MUNCIE,IN47305	35-1417901	501C3	8,790	OPERATING SUPPORT
(5) AMBASSADORS FOR GOD'S CREATURES PO BOX 31 PENDLETON,IN46064	81-1031491	501C3	6,000	PROGRAM SUPPORT
(6) AMERICAN LEGION POST 19 418 N WALNUT STREET MUNCIE,IN47305	90-1017997	501C3	24,089	BUILDING RENOVATIONS
(7) AMERICAN RED CROSS 325 E WASHINGTON STREET MUNCIE,IN47305	53-0196605	501C3	13,192	OPERATING SUPPORT
(8) ANIMAL RESCUE FUND 1209 W RIGGIN RD MUNCIE,IN47303	35-2045922	501C3	88,302	PROGRAM SUPPORT
(9) BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVE MUNCIE,IN47304	35-6024566	501C3	19,000	PLANNING GRANT
(10) BOY SCOUTS OF AMERICA 3400 E JACKSON STREET MUNCIE,IN47303	35-0867962	501C3	12,733	OPERATING SUPPORT
(11) BOYS & GIRLS CLUBS OF MUNCIE PO BOX 820 MUNCIE,IN473080820	35-0869060	501C3	78,900	OPERATING SUPPORT
(12) BRIDGES COMMUNITY SERVICES INC 318 W 8TH ST MUNCIE,IN47302	35-1956251	501C3	42,000	OPERATING SUPPORT
(13) BROWNSVILLE METHODIST CHURCH 1220 TREATY LINE RD LIBERTY,IN47353			25,000	OPERATING SUPPORT
(14) BY5 EARLY CHILDHOOD INITIATIVE INC 108 S WALNUT ST SUITE 306 MUNCIE,IN47305	35-2149845	501C3	313,376	OPERATING SUPPORT
(15) CARDINAL GREENWAY INC 700 E WYSOR ST MUNCIE,IN47305	35-1885151	501C3	69,483	OPERATING SUPPORT
(16) CHARITABLE ALLIES 9100 PURDUE ROAD SUITE 115 INDIANAPOLIS,IN46268	35-1615544	501C3	7,415	STRATEGIC RESPONSE
(17) CHRISTIAN MINISTRIES OF DELAWARE CO PO BOX 1088 MUNCIE,IN473081088	31-1179990	501C3	24,184	OPERATING SUPPORT
(18) CITY OF MUNCIE 300 N HIGH ST MUNCIE,IN47305	35-6001127	GOV	21,090	PROJECT SUPPORT
(19) COLLEGE MENTORS FOR KIDS INC 6081 EAST 82ND STREET SUITE 420 INDIANAPOLIS,IN46250	35-2002052	501C3	7,000	OPERATING SUPPORT
(20) COMMUNITY ENHANCEMENT PROJECTS INC 650 W MINNETRISTA BLVD MUNCIE,IN47303	30-0062049	501C3	116,134	OPERATING SUPPORT
(21) CORNERSTONE CENTER FOR THE ARTS IN 520 E MAIN STREET MUNCIE,IN47305	35-1804398	501C3	99,548	OPERATING SUPPORT
(22) DALEVILLE COMMUNITY LIBRARY 13601 W COUNTY ROAD 550 S DALEVILLE,IN47334	35-2010638	501C3	20,705	OPERATING SUPPORT
(23) DEL CO SPECIAL OLYMPICS PO BOX 176 MUNCIE,IN47308	35-1262574	501C3	8,260	PROGRAMMING
(24) DELAWARE ADVANCEMENT CORPORATION PO BOX 842 MUNCIE,IN47308	31-1111841	501C3	101,000	ECONOMIC DEVELOPMENT
(25) DELAWARE COUNTY 4-H CLUBS INC 100 W MAIN STREET ROOM 202 MUNCIE,IN47305	42-1747615	501C3	8,192	OPERATING SUPPORT
(26) DELAWARE COUNTY HEALTH DEPARTMENT 125 N MULBERRY ST MUNCIE,IN47305	35-6000140		45,000	COVID VACCINE DIST.
(27) DELAWARE COUNTY SOIL AND WATER CONSERVATION DISTRICT 3641 N BRIARWOOD LANE MUNCIE,IN47304	35-1748875		10,000	PROGRAM SUPPORT
(28) ECOREHAB OF MUNCIE PO BOX 137 MUNCIE,IN47308	35-2104556	501C3	25,000	OPERATING SUPPORT
(29) FELLOWSHIP OF CHRISTIAN ATHLETES OF EAST CENTRAL INDIANA 3201 N CR 600 W MUNCIE,IN47304	44-0610626	501C3	5,100	OPERATING SUPPORT
(30) FIRST CHOICE FOR WOMEN INC 3020 N OAKWOOD AVE MUNCIE,IN47304	35-1695860	501C3	8,790	OPERATING SUPPORT
(31) GIRL SCOUTS OF CENTRAL INDIANA 7201 GIRL SCOUT LN INDIANAPOLIS,IN462145503	35-0876381	501C3	9,733	OPERATING SUPPORT
(32) GREATER MUNCIE AREA COUNCIL ON YOUT C/O DEFUR VORAN 400 S WALNUT ST SUITE 200 MUNCIE,IN47305	26-3831411	501C3	13,000	OPERATING SUPPORT
(33) GREATER MUNCIE IN HABITAT FOR HUMA PO BOX 1119 MUNCIE,IN47308	35-1706782	501C3	173,000	PROGRAM SUPPORT
(34) HALTEMAN VILLAGE NEIGHBORHOOD ASSOCIATION 2501W TWICKINGHAM DRIVE MUNCIE,IN47304	83-1554016	501C3	10,000	OPERATING SUPPORT
(35) HEART OF INDIANA UNITED WAY PO BOX 968 MUNCIE,IN47308	35-0996148	501C3	30,248	OPERATING SUPPORT
(36) HEITAGE HALL CHRISTIAN SCHOOL 6401 W RIVER ROAD MUNCIE,IN47304	35-6271503	501C3	8,040	OPERATING SUPPORT
(37) HILLCROFT SERVICES INC 501 W AIR PARK DRIVE MUNCIE,IN47303	35-1041919	501C3	28,612	OPERATING SUPPORT
(38) HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE,IN473080089	35-1923351	501C3	60,500	HOME REHAB
(39) HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN MUNCIE,IN47303	35-1275252	501C3	18,499	SCHOLARSHIP FUNDS
(40) INDIANA YOUTH INSTITUTE 603 E WASHINGTON ST SUITE 800 INDIANAPOLIS,IN462042692	31-1251680	501C3	5,795	OPERATING SUPPORT
(41) INNOVATION CONNECTOR INC 1208 W WHITE RIVER BLVD STE 144 MUNCIE,IN473038003	35-2216589	501C3	36,400	PROGRAM SUPPORT
(42) INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON ST MUNCIE,IN47305	45-0713446	501C3	25,000	FREEZER EXPANSION
(43) IU HEALTH FOUNDATION 1633 NORTH CAPITOL AVENUE INDIANAPOLIS,IN46202	35-6043086	501C3	10,000	COVID VACCINES
(44) KIDSPEACE 309 S WALNUT ST MUNCIE,IN47305	23-2744765	501C3	6,500	FAMILY RECRUITMENT
(45) LITTLE RED DOOR CANCER AGENCY 2311 W JACKSON STREET MUNCIE,IN47303	35-0914096	501C3	15,500	PROGRAM SUPPORT
(46) MASTERWORKS CHORALE INC 520 E MAIN ST MUNCIE,IN47305	31-0963441	501C3	18,051	OPERATING SUPPORT
(47) MEALS ON WHEELS OF MUNCIE INC 2401 W UNIVERSITY AVE MUNCIE,IN47303	23-7160756	501C3	11,292	OPERATING SUPPORT
(48) MERIDIAN HEALTH SERVICES 240 N TILLOTSON AVE MUNCIE,IN47304	35-1302836	501C3	8,100	OPERATING SUPPORT
(49) MINNETRISTA 1200 NORTH MINNETRISTA PKWY MUNCIE,IN47303	35-1628916	501C3	31,250	OPERATING SUPPORT
(50) MOTIVATE OUR MINDS INC 2023 E HIGHLAND AVE MUNCIE,IN47303	35-1734264	501C3	64,629	OPERATING SUPPORT
(51) MUNCIE ACTION PLAN PO BOX 596 MUNCIE,IN47308	45-2158681	501C3	10,000	OPERATING SUPPORT
(52) MUNCIE ARTS AND CULTURE COUNCIL PO BOX 488 MUNCIE,IN47308	45-2483360	501C3	37,000	OPERATING SUPPORT
(53) MUNCIE CHILDREN'S MUSEUM 515 S HIGH ST MUNCIE,IN47305	35-1404338	501C3	230,017	OPERATING SUPPORT
(54) MUNCIE CIVIC THEATRE 216 E MAIN STREET MUNCIE,IN47305	35-6027421	501C3	11,489	GENERAL SUPPORT
(55) MUNCIE COMMUNITY SCHOOLS 4301 S COWAN RD MUNCIE,IN47302	35-6002674	501C3	113,370	GENERAL SUPPORT
(56) MUNCIE DOWNTOWN DEVELOPMENT PARTNER 120 W CHARLES STREET MUNCIE,IN47305	35-2021943	501C3	25,000	EVENT SUPPORT
(57) MUNCIE FIREFIGHTERS LOCAL 1348 408 COOK ROAD MUNCIE,IN47303			10,000	GENERAL SUPPORT
(58) MUNCIE LAND BANK 2000 W UNIVERSITY COLLEGE OF ARCHITECTURE AND PLANNIN MUNCIE,IN47306	82-2984093	501C3	25,000	OPERATING SUPPORT
(59) MUNCIE MISSION PO BOX 2349 MUNCIE,IN47307	35-0869061	501C3	13,392	OPERATING SUPPORT
(60) MUNCIE PAL CLUB 1405 S WALNUT STREET MUNCIE,IN47302	35-1570869	501C3	9,733	OPERATING SUPPORT
(61) MUNCIE SPORTS COMMISSION 3700 S MADISON ST MUNCIE,IN47302	35-1885741	501C3	20,000	OPERATING SUPPORT
(62) NEW BEGINNINGS DAYCARE 3101 S WALNUT ST MUNCIE,IN47302	35-1380689		13,801	STAFF TRAINING
(63) OPEN DOOR HEALTH SERVICES PO BOX 1676 MUNCIE,IN47308	35-2018494		35,000	COVID TEST PROGRAM
(64) ORCHESTRA INDIANA PO BOX 1236 MUNCIE,IN47308	35-6041986		56,782	OPERATING SUPPORT
(65) PATHSTONE CORPORATION 420 S HIGH STREET SUITE 101 MUNCIE,IN47305	16-0984913	501C3	19,000	OPERATING SUPPORT
(66) PRECIOUS HEARTS DEVELOPMENT CENTER 801 N GAVIN ST MUNCIE,IN47303	35-2059750	501C3	12,500	PLAYGROUND
(67) PROJECT LEADERSHIP INC PO BOX 1795 MUNCIE,IN47308	45-3577728	501C3	30,000	OPERATING SUPPORT
(68) PSI IOTA XI 607 E CHARLES ST MUNCIE,IN47305	35-1077796	501C3	10,000	BARGAIN BOX
(69) ROSS COMMUNITY CENTER INC 1110 W TENTH STREET MUNCIE,IN47302	45-2050287	501C3	40,000	OPERATING SUPPORT
(70) SAINT FRANCIS OF ASSISI PARISH 1200 W RIVERSIDE AVE MUNCIE,IN47303			15,000	OPERATING SUPPORT
(71) SAINT MARY CATHOLIC CHURCH 2300 W JACKSON ST MUNCIE,IN47304	35-1092626	501C3	42,762	OPERATING SUPPORT
(72) SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 N OLD STATE ROAD 3 MUNCIE,IN47303	31-1111795	501C3	28,419	OPERATING SUPPORT
(73) SHAFER LEADERSHIP ACADEMY 1208 W WHITE RIVER BLVD SUITE 140 MUNCIE,IN47303	27-0671331	501C3	19,600	PROGRAMMING
(74) SMITHSONIAN INSTITUTE OFFICE OF ADVANCEMENT PO BOX 37012 MRC 035 WASHINGTON,DC200137012	53-0206027	501C3	49,154	OPERATING SUPPORT
(75) TEENWORKS INC 2820 N MERIDIAN ST SUITE 1250 INDIANAPOLIS,IN46208	46-2047309	501C3	25,000	PROGRAMMING
(76) THE SALVATION ARMY PO BOX 448 MUNCIE,IN473080448	36-2167910	501C3	10,192	OPERATING SUPPORT
(77) UNITED DAY CARE CENTER 312 S VINE ST MUNCIE,IN47305	35-0868143	501C3	64,600	FACILITY UPGRADES
(78) URBAN LIGHT COMMUNITY DEVELOPMENT C PO BOX 3185 2025 S MADISON STREET MUNCIE,IN47307	27-0362676	501C3	27,500	HOUSING PROGRAM
(79) WES-DEL COMMUNITY SCHOOL CORPORATION 10290 N CR 600 W GASTON,IN47342	35-1099135		5,097	PROJECT SUPPORT
(80) WESTMINSTER VILLAGE 5801 W BETHEL AVE MUNCIE,IN47304	31-1002845	501C3	92,349	OPERATING SUPPORT
(81) WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE,IN473080665	35-1911000	501C3	19,243	OPERATING SUPPORT
(82) YMCA OF MUNCIE 500 S MULBERRY ST MUNCIE,IN47305	35-0868215	501C3	42,265	OPERATING SUPPORT
(83) YOUTH OPPORTUNITY CENTER INC 3700 W KILGORE AVE MUNCIE,IN47304	35-1805697	501C3	29,717	OPERATIONS/SAFETY
(84) YOUTH SYMPHONY ORCHESTRA OF EAST CE PO BOX 1463 MUNCIE,IN47308	35-1664816	501C3	8,858	PROGRAMMING
(85) YWCA CENTRAL INDIANA 310 E CHARLES ST MUNCIE,IN47305	35-0868225	501C3	58,733	PROGRAM SUPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	79	208,930
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

THE FOUNDATION REQUIRES ALL COMPETITIVE GRANTEES TO COMPLETE A POST GRANT REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SPENT IN ACCORDANCE WITH THE GRANT AWARD. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS WERE USED IN ACCORDANCE WITH THE ORIGINAL GRANT.

Schedule I (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	8	219,588	AVG HIGH/LOW DATE OF GIFT
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2021)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Return Reference	Explanation
FORM 990 - ORGANIZATION'S MISSION	THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY, INC. ENCOURAGES PHILANTHROPY, ASSISTS DONORS IN BUILDING AN ENDURING SOURCE OF CHARITABLE ASSETS, AND EXERCISES LEADERSHIP IN DIRECTING RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF MUNCIE AND DELAWARE COUNTY.
FORM 990, PAGE 2, PART III, LINE 4D	OTHER PROGRAM SERVICES - THE FOUNDATION ALSO GRANTS IN THE AREAS OF ARTS AND CULTURE AND ECONOMIC DEVELOPMENT. ARTS AND CULTURE GRANTS INCLUDE SUPPORT OF ORGANIZATIONS, PROGRAM, AND PROJECTS WHICH OFFER WIDE-SPREAD OPPORTUNITIES FOR PARTICIPATION AND APPRECIATION OF ARTS AND CULTURE. THE FOUNDATION PROVIDED 92 GRANTS SUPPORTING LOCAL SYMPHONY AND YOUTH SYMPHONY, COMMUNITY THEATRE, AND ARTS PROGRAMMING IN RURAL AREAS. ECONOMIC DEVELOPMENT GRANTS INCLUDE SUPPORT FOR ORGANIZATIONS, PROJECTS, AND PROGRAMS RELATED TO COMMUNITY INFRASTRUCTURE IMPROVEMENTS AND ACTIVITIES THAT GENERATE JOBS OR REVENUE FOR THE COMMUNITY. THE FOUNDATION AWARDED 33 GRANTS SUPPORTING LOCAL ECONOMIC DEVELOPMENT PROGRAMS AND MARKETING EFFORTS OF THE REGION.
FORM 990, PAGE 6, PART VI, LINE 11B	PRIOR TO FILING THE FORM 990, IT MUST BE REVIEWED BY THE PRESIDENT AND SUBMITTED TO THE AUDIT AD HOC COMMITTEE FOR REVIEW AND COMMENTS. THE AD HOC COMMITTEE REVIEWS THE FINANCIAL INFORMATION FOR COMPLIANCE WITH INTERNAL FINANCIAL STATEMENTS PREPARED FOR THE BOARD AND REVIEWS ANSWERS TO ALL QUESTIONS FOR CORRECTNESS OF THE RETURN AND ATTACHED SCHEDULES. WHEN THE AD HOC COMMITTEE'S REVIEW IS COMPLETED, A COPY OF THE FINAL REVIEWED RETURN IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. FOLLOWING THE APPROVAL OF THE FINANCE COMMITTEE, EACH BOARD MEMBER HAS THE OPPORTUNITY TO REVIEW THE RETURN AND SUBMIT COMMENTS AND QUESTIONS PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	ANNUALLY BOARD MEMBERS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE A STATEMENT THAT THE MEMBER RECEIVED AND READ THE POLICY AND AGREES TO COMPLY WITH THE POLICY. ALL POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED. THE FORMS ARE REVIEWED AND MONITORED BY THE PRESIDENT. WHEN AN INTERESTED PERSON BECOMES AWARE OF A POSSIBLE CONFLICT, THE CONFLICT IS DISCLOSED AND THE BOARD DETERMINES HOW TO ADDRESS THE CONFLICT.
FORM 990, PAGE 6, PART VI, LINE 15A	ANNUALLY THE PRESIDENT REVIEWS THE PERFORMANCE OF EACH EMPLOYEE AND REPORTS RECOMMENDATIONS FOR COMPENSATION CHANGES TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS PERFORMANCE OF THE PRESIDENT. DATA FROM COMPARABLE ORGANIZATIONS IS UTILIZED BY THE GOVERNANCE COMMITTEE TO RECOMMEND COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES ALL COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 15B	ANNUALLY THE PRESIDENT REVIEWS THE PERFORMANCE OF EACH EMPLOYEE AND REPORTS RECOMMENDATIONS FOR COMPENSATION CHANGES TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS PERFORMANCE OF THE PRESIDENT. DATA FROM COMPARABLE ORGANIZATIONS IS UTILIZED BY THE GOVERNANCE COMMITTEE TO RECOMMEND COMPENSATION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES ALL COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 1023, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	ADMINISTRATIVE FEES (INTERFUND) 745,470 FUNDS HELD FOR THE BENEFIT OF OTHERS - INCOME -1,276,851 ADMINISTRATIVE FEES (INTERFUND) -745,470 FUNDS HELD FOR THE BENEFIT OF OTHERS - EXPENSES 314,892 TOTAL -961,959

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

THE COMMUNITY FOUNDATION OF MUNCIE
AND DELAWARE COUNTY INC

Employer identification number

35-1640051

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)DELAWARE COUNTY BY5 EARLY CHILDHOOD EDUCATION INITIATIVE INCPO BOX 807 MUNCIE,IN47308 35-2149845	EDUCATION	IN	501C3	12A	THE COMMUN FOUNDATION OF MUNCE AND DELAWARE CO	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) DELAWARE COUNTY BY5 EARLY CHILDHOOD INITIATIVE INC	B	313,376	CASH TRANSACTION

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY, INC. ENCOURAGES PHILANTHROPY, ASSISTS DONORS IN BUILDING AN ENDURING SOURCE OF CHARITABLE ASSETS, AND EXERCISES LEADERSHIP IN DIRECTING RESOURCES TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF MUNCIE AND DELAWARE COUNTY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	11
6	Total number of volunteers (estimate if necessary) .............	6	65
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-1,829
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,870,599	4,649,922
9	Program service revenue (Part VIII, line 2g) .........	8,524	35,154
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,718,712	6,042,384
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-34,331	-1,830
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	6,563,504	10,725,630
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,378,630	3,423,557
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	444,344	542,458
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 143,995
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	317,520	421,311
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,140,494	4,387,326
19	Revenue less expenses. Subtract line 18 from line 12.......	2,423,010	6,338,304
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	75,897,466	89,438,891
21	Total liabilities (Part X, line 26).............	8,031,571	8,939,956
22	Net assets or fund balances. Subtract line 21 from line 20.....	67,865,895	80,498,935

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,420,702 including grants of $ 1,271,157 ) (Revenue $ )
	EDUCATION AND SCHOLARSHIPS - THE FOUNDATION PROVIDES SUPPORT FOR ORGANIZATIONS, PROJECTS AND PROGRAMS WHICH PROMOTE EDUCATIONAL OPPORTUNITIES WITHIN THE COMMUNITY, INCLUDING SCHOLARSHIP PROGRAMS. THE FOUNDATION AWARDED 191 GRANTS TO SUPPORT PRESCHOOL PROGRAMMING, SCHOLARSHIP PROGRAMS, MENTORING PROGRAMS FOR HIGH SCHOOL STUDENTS TO SUCCESSFULLY GRADUATE AND MATRICULATE TO POST-SECONDARY EDUCATION, AND EQUIPMENT AND SUPPLIES FOR PRESCHOOL AND K-12 CLASSROOMS IN THE COMMUNITY.

4b	(Code: ) (Expenses $ 670,916 including grants of $ 600,295 ) (Revenue $ )
	HUMAN SERVICES - FOUNDATION GRANTS PROVIDE SUPPORT FOR ORGANIZATIONS, PROJECTS, AND PROGRAMS THAT PROVIDE HEALTH RELATED SERVICES AND/OR BASIC HUMAN NEEDS TO INDIVIDUALS. THE FOUNDATION AWARDED 129 GRANTS TO SUPPORT HOME BUILDING AND IMPROVEMENT PROGRAMS, DOMESTIC VIOLENCE PROGRAMMING, YOUTH CENTER PROGRAMS, SCHOOL FOOD PANTRY PROGRAMS, AND EMERGENCY SHELTERS. IN ADDITION, THE FOUNDATION AWARDED STRATEGIC GRANTS FOR COMMUNITY EDUCATION PROGRAMS AND A FUNDERS FORUM COLLABORATIVE GRANT RELATED TO SUBSTANCE ABUSE AWARENESS AND TREATMENT.

4c	(Code: ) (Expenses $ 1,163,258 including grants of $ 1,040,813 ) (Revenue $ )
	COMMUNITY BETTERMENT - FOUNDATION GRANTS SUPPORT ORGANIZATIONS, PROJECTS, AND PROGRAMS RELATED TO THE IMPROVEMENT OF PUBLIC PROPERTIES, PUBLIC SAFETY, COMMUNITY WELLNESS, AND OTHER GENERAL COMMUNITY ACTIVITIES. THE FOUNDATION PROVIDED 171 GRANTS SUPPORTING LOCAL TRAIL SYSTEMS, LAND PRESERVATION FOR PUBLIC USE, SPAY AND NEUTER ASSISTANCE FOR RESCUED ANIMALS, COMMUNITY ACTION PLANS, AND COMMUNITY CENTER PROGRAMMING.

	(Code: ) (Expenses $ 571,442 including grants of $ 511,292 ) (Revenue $ 7,654 )
	OTHER PROGRAM SERVICES - THE FOUNDATION ALSO GRANTS IN THE AREAS OF ARTS AND CULTURE AND ECONOMIC DEVELOPMENT. ARTS AND CULTURE GRANTS INCLUDE SUPPORT OF ORGANIZATIONS, PROGRAM, AND PROJECTS WHICH OFFER WIDE-SPREAD OPPORTUNITIES FOR PARTICIPATION AND APPRECIATION OF ARTS AND CULTURE. THE FOUNDATION PROVIDED 92 GRANTS SUPPORTING LOCAL SYMPHONY AND YOUTH SYMPHONY, COMMUNITY THEATRE, AND ARTS PROGRAMMING IN RURAL AREAS. ECONOMIC DEVELOPMENT GRANTS INCLUDE SUPPORT FOR ORGANIZATIONS, PROJECTS, AND PROGRAMS RELATED TO COMMUNITY INFRASTRUCTURE IMPROVEMENTS AND ACTIVITIES THAT GENERATE JOBS OR REVENUE FOR THE COMMUNITY. THE FOUNDATION AWARDED 33 GRANTS SUPPORTING LOCAL ECONOMIC DEVELOPMENT PROGRAMS AND MARKETING EFFORTS OF THE REGION.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 571,442 including grants of $ 511,292 ) (Revenue $ 7,654 )
4e	Total program service expenses3,826,318

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) TRENT DOWLING...................................................................... CHAIR	4.00 .................	X	X	0	0	0
(2) MAGI KIRKPATRICK SIKORA...................................................................... VICE CHAIR	1.00 .................	X	X	0	0	0
(3) CASEY STANLEY...................................................................... SECRETARY	1.00 .................	X	X	0	0	0
(4) ERMALENE FAULKNER...................................................................... TREASURER	1.00 .................	X	X	0	0	0
(5) DERRON BISHOP...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(6) DAVE HEETER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(7) SARA SHADE HAMILTON...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(8) MIA JOHNSON...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(9) CAROL SEALS...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(10) KELLY K SHROCK...................................................................... PRESIDENT	40.00 ................. 1.00		X	115,037	0	6,128
(11) JACOB O'CONNER...................................................................... LEGAL COUNSE	1.00 .................	X		0	0	0
(12) STEVE MURPHY...................................................................... LEGAL COUNSE	1.00 .................	X		0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	115,037	6,128

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	4,649,922

g	Noncash contributions included in lines 1a - 1f:$		1g	219,588

h Total. Add lines 1a-1f.......		4,649,922

		Business Code
2a	MICRO BUSINESS LOAN REPAYMENT		25,000	25,000
b	ADMINISTRATIVE FEES, IMO		7,654	7,654
c	SIGNBOARD RENTAL		2,500	2,500
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		35,154

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,305,337			1,305,337
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		19,984,967	7a
b	Less: cost or other basis and sales expenses		15,247,920	7b
c	Gain or (loss)		4,737,047	7c
d	Net gain or (loss).........			4,737,047		6	4,737,041
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS REVENUE			5	5
b	FEG PRIVATE OPPORTUNITES IV		525990	-732		-732
c	FEG PRIVATE OPPORTUNITIES V		525990	-1,103		-1,103
d	All other revenue ....
e	Total. Add lines 11a–11d ......			-1,830
12	Total revenue. See instructions.....			10,725,630	35,159	-1,829	6,042,378

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,214,627	3,214,627
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	208,930	208,930
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	112,551	32,077	32,077	48,397
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	335,537	169,200	140,793	25,544
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	61,208	27,494	23,614	10,100
10	Payroll taxes ...........	33,162	14,896	12,794	5,472
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	247		247
c	Accounting ...........	23,000		23,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	104,270		104,270
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	8,000		8,000
12	Advertising and promotion ....	23,595			23,595
13	Office expenses .......	41,492	18,638	16,007	6,847
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	24,300	10,915	9,375	4,010
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	32,973	14,811	12,721	5,441
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	15,109	6,787	5,829	2,493
23	Insurance ...	9,310	4,182	3,592	1,536
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PROGRAM EXPENSES	75,079	75,079
b	EQUIPMENT RENTAL & MAINT	41,523	18,652	16,019	6,852
c	MISCELLANEOUS EXPENSE	11,528	5,151	4,485	1,892
d	DUES & SUBSCRIPTIONS	10,861	4,879	4,190	1,792
e	All other expenses	24			24
25	Total functional expenses. Add lines 1 through 24e	4,387,326	3,826,318	417,013	143,995
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			81,632	1	70,322
2	Savings and temporary cash investments .........			3,070,252	2	4,011,536
3	Pledges and grants receivable, net ......				3	1,200,000
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			1,525	9	1,675
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	228,739
b	Less: accumulated depreciation	10b	194,060	51,958	10c	34,679
11	Investments—publicly traded securities .			46,754,436	11	47,706,518
12	Investments—other securities. See Part IV, line 11 .....			25,290,656	12	35,758,472
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			647,007	15	655,689
16	Total assets. Add lines 1 through 15 (must equal line 33)...			75,897,466	16	89,438,891

17	Accounts payable and accrued expenses .....	8,040	17	9,657
18	Grants payable ...	423,771	18	251,720
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	7,595,761	21	8,675,021
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	3,999	25	3,558
26	Total liabilities. Add lines 17 through 25..	8,031,571	26	8,939,956

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	189,051	27	149,943
28	Net assets with donor restrictions ...........	67,676,844	28	80,348,992
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	67,865,895	32	80,498,935
33	Total liabilities and net assets/fund balances ........	75,897,466	33	89,438,891

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No