Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
305 S Michigan St
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
South Bend, IN46601
D Employer identification number

23-7365930
E Telephone number

G Gross receipts $ 240,552,252
F Name and address of principal officer:
Rose Meissner
305 S Michigan St
South Bend,IN46601
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.cfsjc.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1974
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To improve the quality of life for the citizens of St. Joseph County and their succeeding generations.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 17
6 Total number of volunteers (estimate if necessary) ............. 6 61
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,731,487 34,489,969
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 11,918,123 26,853,154
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 21,649,610 61,343,123
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 11,601,951 26,734,186
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,360,976 1,508,673
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 244,355    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,544,720 1,827,063
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 14,507,647 30,069,922
19 Revenue less expenses. Subtract line 18 from line 12....... 7,141,963 31,273,201
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 278,288,562 327,427,221
21 Total liabilities (Part X, line 26)............. 3,627,443 18,527,886
22 Net assets or fund balances. Subtract line 21 from line 20..... 274,661,119 308,899,335
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: To improve the quality of life for the citizens of St. Joseph County and their succeeding generations.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 15,944,286 including grants of $ 15,488,756 ) (Revenue $ 0 )
Our largest program area is Community Development. As the recipient of a significant grant from Lilly Endowment Inc., the Foundation has been working to implement solutions designed to address the region's attainable housing gap. Some of these solutions include direct investment in transforming and building neighborhoods. Others include the development of a regional land bank and sophisticated lending tools that make it easier for families to purchase homes.
4b (Code:   ) (Expenses $ 5,368,779 including grants of $ 5,215,392 ) (Revenue $ 0 )
Our second largest program area is Health & Human Services. The Foundation is invested deeply in those organizations who provide safe spaces for vulnerable populations - including the YWCA, St. Margaret's House, the Center for the Homeless, New Day Intake Center, and Hope Ministries. Several initiatives in this area provide increased access to healthcare, including partnerships with The Center for Hospice and HealthLinc. Work in this area also includes Senior Living grants made to LOGAN, REAL Services, and more.
4c (Code:   ) (Expenses $ 3,851,332 including grants of $ 3,741,299 ) (Revenue $ 0 )
Our third largest program area is Youth and Education. Thanks in part to our 21st Century Scholar Success Initiative, a record number of eligible St. Joseph County students were able to qualify for full tuition assistance in 2025. Our sponsorship of Dolly Parton's Imagination Library reaches nearly 10,000 local children with a new book every month. Our Early Years Count Initiative is continuing to improve outcomes for our county's youngest students. We continue to fund local youth organizations, and we hold more than 65 scholarship funds that grant out close to $1 million annually. Through these initiatives, we hope to build a stronger future for our community by ensuring our youngest members grow into informed, involved citizens.
(Code:   ) (Expenses $ 2,356,053 including grants of $ 2,288,738 ) (Revenue $ 0 )
The rest of the awarded grants were in the areas of Arts, Parks, and Religious Organizations. A few of these projects include support for public media at WVPE (local NPR station) and WNIT (local PBS station), the development of Miracle League Field at Norman Heights Park, and support for the development of a new big cat exhibit at the Potawatomi Zoo.
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,356,053 including grants of $ 2,288,738 ) (Revenue $ 0 )
4e Total program service expenses27,520,450
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
28
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
17
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA , IN
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Rose Meissner305 S Michigan St   South Bend,IN46601 (574) 232-0041
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Rose Meissner......................................................................
President/CEO
 50
.................
0 		X   X X     284,804 0 45,424
(2) Anita Echevarria......................................................................
VP Administration
 45
.................
0 		X   X X     142,732 0 34,533
(3) Aaron Perri......................................................................
VP Community Impact
 45
.................
0 		      X X   135,520 0 19,141
(4) Marion Fulce......................................................................
Past Chair
 1
.................
0 		X   X       0 0 0
(5) Richard Currey......................................................................
Chair
 1
.................
0 		X   X       0 0 0
(6) Kristin Pruitt......................................................................
Vice Chair
 1
.................
0 		X   X       0 0 0
(7) Darran Teamor......................................................................
Treasurer
 1
.................
0 		X   X       0 0 0
(8) Regina Emberton......................................................................
Secretary
 1
.................
0 		X   X       0 0 0
(9) Kyle Bossung......................................................................
Director
 1
.................
0 		X           0 0 0
(10) Kyle Chamberlin......................................................................
Director
 1
.................
0 		X           0 0 0
(11) Gail English......................................................................
Director
 1
.................
0 		X           0 0 0
(12) Angela Faccenda......................................................................
Director
 1
.................
0 		X           0 0 0
(13) Scott Ford......................................................................
Director
 1
.................
0 		X           0 0 0
(14) Kimberly Green Reeves......................................................................
Director
 1
.................
0 		X           0 0 0
(15) Mary Jan Hedman......................................................................
Director
 1
.................
0 		X           0 0 0
(16) David Kibbe JD......................................................................
Director
 1
.................
0 		X           0 0 0
(17) Mark Neal......................................................................
Director
 1
.................
0 		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) James Riley........................................................................
Director
 1
.......................0 		X           0 0 0
(19) Leonard Sanchez MSW........................................................................
Director
 1
.......................0 		X           0 0 0
(20) James Sawdon CPA CFP........................................................................
Director
 1
.......................0 		X           0 0 0
(21) Timothy Sexton........................................................................
Director
 1
.......................0 		X           0 0 0
(22) Matthew Shambry........................................................................
Director
 1
.......................0 		X           0 0 0
(23) Dan Wolfson........................................................................
Director
 1
.......................0 		X           0 0 0














1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 563,056 0 99,098
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 0
d Related organizations1d 92,742
e Government grants (contributions)1e 38,680
f All other contributions, gifts, grants, and similar amounts not included above1f 34,358,547
g Noncash contributions included in lines 1a - 1f:$ 1g 1,473,637
h Total. Add lines 1a-1f....... 34,489,969
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 16,011,966 0 0 16,011,966
4 Income from investment of tax-exempt bond proceeds 0 0 0 0
5 Royalties........... 0 0 0 0
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 190,050,317 0
b Less: cost or other basis and sales expenses 7b 179,209,129 0
c Gain or (loss) 7c 10,841,188 0
d Net gain or (loss)......... 10,841,188 0 0 10,841,188
8a Gross income from fundraising events (not including $ 0of 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..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 61,343,123 0 0 26,853,154
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 26,254,896 26,254,896
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 479,290 479,290
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0 0
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 450,151 95,750 255,750 98,651
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0 0 0 0
7 Other salaries and wages........ 733,780 491,045 167,355 75,380
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 116,828 53,646 41,439 21,743
9 Other employee benefits ....... 126,806 62,436 52,140 12,230
10 Payroll taxes ........... 81,108 41,051 29,225 10,832
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 2,498 0 2,498 0
c Accounting ........... 30,817 0 30,817 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,305 1,224 800 281
12 Advertising and promotion .... 63,722 33,831 22,128 7,763
13 Office expenses ....... 10,183 0 10,183 0
14 Information technology ...... 102,938 0 102,938 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 96,629 0 96,629 0
17 Travel ............ 0 0 0 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 36,797 7,281 24,394 5,122
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 0 0 0 0
23 Insurance ... 12,100 0 12,100 0
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 Bank and Investment Fees 1,285,562 0 1,285,562 0
b Life Income Agreements 137,330 0 137,330 0
c Dues and Subscriptions 29,760 0 29,760 0
d Advisor Education 11,819 0 0 11,819
e All other expenses 4,603   4,069 534
25 Total functional expenses. Add lines 1 through 24e 30,069,922 27,520,450 2,305,117 244,355
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).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 13,967,562 2 40,289,844
3 Pledges and grants receivable, net ...... 2,119,759 3 1,484,823
4 Accounts receivable, net ............. 1,500 4 1,563
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 .......
0 5 0
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) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c  
11 Investments—publicly traded securities . 204,319,708 11 223,637,140
12 Investments—other securities. See Part IV, line 11 ..... 57,880,033 12 62,013,851
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 278,288,562 16 327,427,221
Liabilities 17 Accounts payable and accrued expenses ..... 12,386 17 3,783
18 Grants payable ... 2,663,873 18 17,388,496
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
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 .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
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 951,184 25 1,135,607
26 Total liabilities. Add lines 17 through 25.. 3,627,443 26 18,527,886
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 272,541,360 27 307,414,512
28 Net assets with donor restrictions ........... 2,119,759 28 1,484,823
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 274,661,119 32 308,899,335
33 Total liabilities and net assets/fund balances ........ 278,288,562 33 327,427,221
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
61,343,123
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
30,069,922
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
31,273,201
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
274,661,119
5
Net unrealized gains (losses) on investments ...............
5
2,965,015
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
308,899,335
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24021167
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 11,171,664 3,670,980 2,393,860 9,731,487 34,489,969 61,457,960
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 11,171,664 3,670,980 2,393,860 9,731,487 34,489,969 61,457,960
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) .. 38,094,744
6 Public support. Subtract line 5 from line 4. 23,363,216
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 11,171,664 3,670,980 2,393,860 9,731,487 34,489,969 61,457,960
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
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 61,457,960
12
12
76,174,717
13
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
14
14
38.015 %
15
15
58.79 %
16a
33 1/3% support test—2024. 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
b
33 1/3% support test—2023. 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—2024. 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
b
10%-facts-and-circumstances test—2023. 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
18
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) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. 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
b
33 1/3 % support tests—2023. 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
20
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) 2024

Schedule A (Form 990) 2024
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
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
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).
8
 
 
9a
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.
9a
 
 
b
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.
9b
 
 
c
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.
9c
 
 
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
 
 
b
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) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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
Schedule A (Form 990) 2024


Additional Data


Software ID: 24021167
Software Version: v1.00
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
  		Employer identification number
23-7365930
Part I
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


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
  		Employer identification number

23-7365930
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
  		Employer identification number

23-7365930
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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (Rev. 1-2025)
Additional Data


Software ID: 24021167
Software Version: v1.00
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
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 (b) Funds and other accounts
1 Total number at end of year ......... 119 0
2 Aggregate value of contributions to (during year) 1,405,182 0
3 Aggregate value of grants from (during year) 3,760,399 0
4 Aggregate value at end of year ........ 70,574,213 0
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
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.
b
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 .... 252,236,916 228,717,855 219,724,738 245,221,791 163,889,842
b Contributions ... 1,539,512 8,227,107 2,349,213 8,508,391 31,662,275
c Net investment earnings, gains, and losses 25,034,951 24,006,369 15,700,637 -25,673,970 55,667,149
d Grants or scholarships ... 5,797,526 7,529,644 7,953,479 7,135,552 4,908,229
e Other expenditures for facilities
and programs ... 		150,684 133,630 129,241 103,426 106,688
f Administrative expenses .... 1,217,633 1,051,141 974,013 1,092,496 982,558
g End of year balance ...... 271,645,536 252,236,916 228,717,855 219,724,738 245,221,791
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow100 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow  
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) Common Trust Funds		 4,454,156 F

(B) Alternative Investments		 57,559,695 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 62,013,851
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.)right arrow  
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.)...........right arrow  
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  
Charitable Gift Annuities 1,132,718
Other Liabilities 2,889







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,135,607
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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, Part V, Line 4 Endowment funds are intended to provide support for various charitable purposes serving St. Joseph County, Indiana through grantmaking.
Schedule D (Form 990) (Rev. 1-2025)


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Schedule I
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number
23-7365930
Part I
General Information on Grants and Assistance
1
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? ........................
2
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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Alcohol & Addictions Resource Center Inc
818 East Jefferson Blvd
South Bend,IN46617 		23-7071269 501(c)(3) 15,250 0     Unrestriced
(2) Alzheimers & Dementia Services of Northern Indiana
1151 S Michigan St
South Bend,IN46601 		35-1157606 501(c)(3) 18,087 0     Unrestricted
(3) Benedictine Sisters of Chicago
St Scholastica Monastery
Chicago,IL606451913 		36-2171755 Church 9,000 0     Unrestricted
(4) Broadway Christian Parish United Methodist Church
1412 S Carroll
South Bend,IN46613 		35-1127662 Church 20,000 0     Restricted
(5) Camp Millhouse Inc
25600 Kelly Road
South Bend,IN46614 		35-0984031 501(c)(3) 27,267 0     Unrestricted
(6) CASIE Center
533 N Niles Avenue
South Bend,IN46617 		35-1899479 501(c)(3) 40,609 0     Unrestricted
(7) Catholic Charities of the Diocese of Fort Wayne - South Bend Inc
1817 Miami St
South Bend,IN466132821 		35-1038653 501(c)(3) 16,353 0     Unrestricted
(8) Center for Hospice Care
501 Comfort Place
Mishawaka,IN46545 		31-0952866 501(c)(3) 177,300 0     Unrestricted
(9) Center for the Homeless
813 S Michigan Street
South Bend,IN46601 		35-1768544 501(c)(3) 154,984 0     Restricted
(10) Christ Child Society
2366 Miracle Ln
Mishawaka,IN46545 		35-6016444 501(c)(3) 13,858 0     Unrestricted
(11) Culver Military & Girls Academy
Development Office
Culver,IN46511 		35-0868071 501(c)(3) 9,400 0     Restricted
(12) Deborahs Place
2822 West Jackson Blvd
Chicago,IL60612 		36-3382973 501(c)(3) 11,000 0     Unrestricted
(13) Family & Childrens Center Inc
300 S Saint Louis Blvd STE 100
South Bend,IN46617 		35-0869031 501(c)(3) 29,015 0     Unrestricted
(14) Fischoff National Chamber Music Association
119 Haggar Hall
Notre Dame,IN46556 		35-1650154 501(c)(3) 84,050 0     Restricted
(15) Good Shepherd Montessori School Inc
1101 E Jefferson Blvd
South Bend,IN466173313 		04-3673627 501(c)(3) 15,613 0     Restricted
(16) Goodwill Industries of Michiana Inc
PO Box 3846
South Bend,IN46619 		35-1093073 501(c)(3) 26,639 0     Unrestricted
(17) Gospel Center Missionary Church
930 S 30th St
South Bend,IN46615 		35-1083354 Church 9,312 0     Restricted
(18) Habitat for Humanity
402 E South Street
South Bend,IN46601 		31-1196894 501(c)(3) 209,192 0     Restricted
(19) Helping Hands of Cass County Inc
130 South Broadway Street
Cassopolis,MI49031 		38-2663969 501(c)(3) 15,000 0     Restricted
(20) Heroes Camp Inc
PO Box 6564
South Bend,IN466606564 		20-4334613 501(c)(3) 203,234 0     Unrestricted
(21) Hope Ministries
PO Box 4488
South Bend,IN466344488 		35-1038532 501(c)(3) 244,457 0     Unrestricted
(22) Humane Society of St Joseph County Inc
2506 Grape Drive
Mishawaka,IN46545 		35-6006532 501(c)(3) 16,327 0     Unrestricted
(23) Indiana University South Bend
PO Box 7111
South Bend,IN46634 		35-6001673 501(c)(3) 202,641 0     Restricted
(24) Ivy Tech Foundation
220 Dean Johnson Blvd
South Bend,IN466013415 		23-7073977 501(c)(3) 320,127 0     Restricted
(25) Junior League of South Bend Inc
525 E Colfax Ave
South Bend,IN46617 		35-6001729 501(c)(3) 19,587 0     Unrestricted
(26) La Casa De Amistad Inc
3423 S Michigan St
South Bend,IN46614 		35-1350013 501(c)(3) 64,250 0     Unrestricted
(27) Little Flower Catholic Church
54191 N Ironwood Rd
South Bend,IN46635 		30-0478181 Church 15,000 0     Restricted
(28) LOGAN
2505 E Jefferson Blvd
South Bend,IN46624 		35-0965639 501(c)(3) 396,916 0     Unrestricted
(29) Marian High School
1311 South Logan
Mishawaka,IN46544 		35-1101600 Church 16,005 0     Restricted
(30) Mishawaka Education Foundation
1402 S Main Street
Mishawaka,IN46544 		35-1973986 501(c)(3) 14,749 0     Unrestricted
(31) Northeast Neighborhood Council Inc
803 N Notre Dame Avenue
South Bend,IN46617 		35-1434301 501(c)(3) 10,300 0     Restricted
(32) Pet Refuge Inc
4626 S Burnett Drive
South Bend,IN46614 		31-0936469 501(c)(3) 41,230 0     Unrestricted
(33) Potawatomi Zoological Society
PO Box 8046
South Bend,IN466608046 		35-1183974 501(c)(3) 117,600 0     Unrestricted
(34) Ray Bird Ministries Inc
25765 Edison Road
South Bend,IN46628 		35-1111581 501(c)(3) 44,228 0     Unrestricted
(35) REAL Services Inc
PO Box 1835
South Bend,IN46634 		35-1157606 501(c)(3) 408,019 0     Unrestricted
(36) Rebuilding Together St Joseph County
c/o South Bend Heritage Foundation
South Bend,IN46616 		35-1939069 501(c)(3) 7,317 0     Unrestricted
(37) Reins of Life
55200 Quince Road
South Bend,IN46619 		31-0945572 501(c)(3) 99,740 0     Restricted
(38) Robinson Community Learning Center - University of Notre Dame
1004 N Eddy Street
South Bend,IN46617 		35-0868188 501(c)(3) 83,400 0     Restricted
(39) Sacred Heart Parish
100 Sacred Heart Parish Center
Notre Dame,IN465565662 		35-1758355 Church 7,099 0     Unrestricted
(40) Saint Joseph High School
453 N Notre Dame Avenue
South Bend,IN46617 		35-0924794 Church 186,814 0     Restricted
(41) Saint Marys College
158 Le Mans Hall
Notre Dame,IN46556 		35-0868158 501(c)(3) 21,695 0     Restricted
(42) Scholarship Foundation of St Joseph County
3515 N Main Street Suite C
Mishawaka,IN46545 		35-6042497 501(c)(3) 84,680 0     Unrestricted
(43) South Bend Civic Theatre
403 N Main St
South Bend,IN46601 		35-1572312 501(c)(3) 183,540 0     Restricted
(44) South Bend Education Foundation Inc
PO Box 119
South Bend,IN46624 		35-1959196 501(c)(3) 92,975 0     Unrestricted
(45) South Bend Heritage Foundation
803 Lincoln Way West
South Bend,IN466161125 		23-7394320 501(c)(3) 38,250 0     Unrestricted
(46) South Bend Museum of Art
120 S Dr Martin Luther King Jr Blvd
South Bend,IN46601 		35-0844563 501(c)(3) 85,263 0     Restricted
(47) South Bend Symphony Orchestra
127 N Michigan St
South Bend,IN466011603 		35-6042189 501(c)(3) 682,480 0     Restricted
(48) South Bend Youth Symphony Orchestras Inc
c/o Indiana University SB
South Bend,IN466347111 		35-2104820 501(c)(3) 37,150 0     Unrestricted
(49) Southold Dance Theater
914 Lincoln Way West
South Bend,IN46616 		35-1381697 501(c)(3) 29,526 0     Restricted
(50) St Ann Parish
421 N Broadway
Cassopolis,MI49031 		000000000 Church 15,500 0     Unrestricted
(51) St Augustines Catholic Church
1501 W Washington St
South Bend,IN466190198 		35-0900735 Church 15,000 0     Restricted
(52) St Dominic Catholic Church
803 West Bike Street
Bremen,IN46506 		35-0900735 Church 15,620 0     Unrestricted
(53) St Joseph County 4-H Fair
5117 S Ironwood Dr
South Bend,IN46614 		35-6041524 501(c)(3) 15,619 0     Restricted
(54) St Joseph County Public Library
304 S Main St
South Bend,IN46601 		35-1479645 Govt/Public 25,000 0     Restricted
(55) St Jude Catholic School
19657 Hildebrand
South Bend,IN46614 		35-0900735 Church 15,619 0     Unrestricted
(56) St Margarets House
117 N Lafayette Blvd
South Bend,IN466011507 		35-1913328 501(c)(3) 567,707 0     Unrestricted
(57) St Pauls Retirement Community
3602 S Ironwood
South Bend,IN46614 		35-1443425 501(c)(3) 17,470 0     Unrestricted
(58) Studebaker National Museum
201 W Chapin Street
South Bend,IN46601 		35-1555535 501(c)(3) 9,105 0     Restricted
(59) The History Museum
808 W Washington
South Bend,IN466011439 		35-1124156 501(c)(3) 124,556 0     Restricted
(60) The Music Village
PO Box 11004
South Bend,IN46634 		45-4731919 501(c)(3) 33,472 0     Unrestricted
(61) The Preservation of the Res Inc
PO Box 865
Mishawaka,IN46546 		31-0896539 501(c)(3) 21,086 0     Unrestricted
(62) United Way of St Joseph County
3517 E Jefferson Blvd
South Bend,IN46660 		35-1063368 501(c)(3) 146,321 0     Unrestricted
(63) Unity Gardens Inc
PO Box 10022
South Bend,IN46680 		27-0901122 501(c)(3) 41,447 0     Restricted
(64) WNIT Channel 34
PO Box 7034
South Bend,IN466347034 		35-1155594 501(c)(3) 105,426 0     Unrestricted
(65) Youth Leadership South Bend-Mishawaka
Indiana University South Bend
South Bend,IN46615 		35-0153330 501(c)(3) 20,449 0     Unrestricted
(66) Youth Service Bureau
411 Caterina Street
South Bend,IN46615 		31-1174910 501(c)(3) 93,703 0     Unrestricted
(67) YWCA North Central Indiana Inc
1102 S Fellows Street
South Bend,IN46601 		35-0868226 501(c)(3) 87,554 0     Unrestricted
(68) Our Lady of the Road
PO Box 4375
South Bend,IN46634 		26-1184631 501(c)(3) 30,000 0     Restricted
(69) Beacon Health Foundation Inc
615 North Michigan Street
South Bend,IN46601 		35-1536129 501(c)(3) 46,830 0     Restricted
(70) First Presbyterian Church of South Bend
333 W Colfax Avenue
South Bend,IN46601 		000000000 Church 11,250 0     Unrestricted
(71) First United Methodist Church South Bend
333 N Main
South Bend,IN46601 		000000000 Church 20,000 0     Restricted
(72) REAL Services Foundation Inc
PO Box 1835
South Bend,IN46634 		35-1870984 501(c)(3) 237,746 0     Unrestricted
(73) South Bend Rotary Charitable Foundation
PO Box 11314
South Bend,IN466340314 		54-1372455 501(c)(3) 13,014 0     Restricted
(74) St Joseph County Parks Foundation
50651 Laurel Road
South Bend,IN46637 		35-1459569 501(c)(3) 32,070 0     Unrestricted
(75) Hoosier Hills Food Bank
PO Box 697
Bloomington,IN47402 		31-1051402 501(c)(3) 25,000 0     Restricted
(76) Mother Hubbards Cupboard
1100 W Allen
Bloomington,IN47403 		35-2082414 501(c)(3) 20,000 0     Restricted
(77) The Dollywood Foundation
111 E Main St
Sevierville,TN37862 		62-1348105 501(c)(3) 145,000 0     Restricted
(78) Bethel University
1001 Bethel Circle
Mishawaka,IN46545 		35-0935587 501(c)(3) 94,205 0     Unrestricted
(79) Cathedral of St Matthews
1701 Miami Street
South Bend,IN46613 		35-0893502 Church 22,300 0     Restricted
(80) Cultivate Culinary School and Catering Inc
1403 Prairie Avenue
South Bend,IN46613 		81-3306113 501(c)(3) 36,041 0     Unrestricted
(81) Farm to Family Fund Inc
PO Box 1771
Bloomington,IN47402 		82-4653056 501(c)(3) 115,000 0     Restricted
(82) Food Bank for Larimer County
5706 Wright Drive
Loveland,CO80538 		74-2336171 501(c)(3) 10,000 0     Unrestricted
(83) Friends of WVPE
2424 California Road
Elkhart,IN46514 		35-2086960 501(c)(3) 7,723 0     Unrestricted
(84) Leadership South Bend - Mishawaka
Indiana University South Bend
South Bend,IN46615 		35-0153330 501(c)(6) 7,115 0     Restricted
(85) Studio Ten Ministries
PO Box 101
Bremen,IN46506 		73-1714727 501(c)(3) 34,096 0     Unrestricted
(86) Temple Beth-El
2955 McKinley Ave
South Bend,IN466608130 		000000000 Church 11,821 0     Unrestricted
(87) The Family Center - La Familia
309 W Hickory St Ste 5
Fort Collins,CO80524 		84-1318219 501(c)(3) 25,000 0     Unrestricted
(88) The Foundation of Saint Joseph Health System
5215 Holy Cross Parkway
Mishawaka,IN46545 		35-1654543 501(c)(3) 92,895 0     Restricted
(89) Episcopal Diocese of Northern Indiana
117 N Lafayette Blvd
South Bend,IN46601 		31-1629166 501(c)(3) 10,353 0     Restricted
(90) St Pius X Catholic Church
52553 Fir Rd
Granger,IN46530 		35-0940397 Church 11,219 0     Restricted
(91) Clay United Methodist Church
17646 Cleveland Road
South Bend,IN46635 		000000000 Church 20,000 0     Restricted
(92) Penn-Harris-Madison Education Foundation
55900 Bittersweet Rd
Mishawaka,IN46545 		35-1996785 501(c)(3) 47,688 0     Unrestricted
(93) Right to Life Michiana
2004 Ironwood Circle Ste 130
South Bend,IN46635 		35-1594988 501(c)(3) 7,445 0     Restricted
(94) YMCA of Greater Michiana Inc
905 N Front Street
Niles,MI49120 		35-0868216 501(c)(3) 126,573 0     Restricted
(95) Camp Fire River Bend
PO Box 587
Granger,IN46530 		35-0924790 501(c)(3) 10,090 0     Restricted
(96) Downtown South Bend Foundation
217 S Michigan St
South Bend,IN46601 		47-5554240 501(c)(6) 12,500 0     Restricted
(97) Holy Cross School
1020 Wilber St
South Bend,IN46628 		35-0992113 Church 8,468 0     Restricted
(98) Mental Health Awareness of Michiana
PO Box 692
South Bend,IN46624 		82-4359500 501(c)(3) 6,150 0     Restricted
(99) Neighbor to Neighbor
805 Lincolnway West
South Bend,IN46616 		82-3646124 501(c)(3) 65,000 0     Restricted
(100) Servants at Work Inc (SAWs)
PO Box 68831
Indianapolis,IN46268 		45-3825509 501(c)(3) 60,000 0     Restricted
(101) South Bend Community School Corporation
737 Beale St
South Bend,IN46616 		35-1076622 Govt/Public 225,000 0     Restricted
(102) South Bend Venues Parks and Arts Foundation
301 S St Louis Blvd
South Bend,IN46617 		27-3843043 501(c)(3) 7,500 0     Restricted
(103) WVPE
2424 California Road
Elkhart,IN46514 		35-1123802 Govt/Public 188,215 0     Restricted
(104) 100 Black Men of Greater South Bend
2043 South Bend Avenue
South Bend,IN46637 		27-0295842 501(c)(3) 50,000 0     Restricted
(105) Beacon Resource Center
4210 Lincolnway West
South Bend,IN46628 		42-2963887 501(c)(3) 25,000 0     Restricted
(106) Bloomington Refugee Support Network
PO Box 8143
Bloomington,IN47407 		82-3180823 501(c)(3) 15,000 0     Restricted
(107) Friendly Fridge Foundation Inc
6065 Broadway 1F
Bronx,NY10471 		87-3200842 501(c)(3) 15,000 0     Restricted
(108) Highland Canine Connect
145 Foxfield Dr
Harmony,NC28634 		83-2672008 501(c)(3) 20,000 0     Restricted
(109) Hospice Foundation Inc
501 Comfort Place
Mishawaka,IN46545 		31-0952866 501(c)(3) 55,000 0     Restricted
(110) Malembe Rise
PO Box 2328
Bloomington,IN47402 		74-3106179 501(c)(3) 30,000 0     Unrestricted
(111) St Joseph County Parks & Recreation Department
50651 Laurel Road
South Bend,IN46637 		35-1459569 501(c)(3) 23,722 0     Unrestricted
(112) The Montessori Academy at Edison Lakes
530 East Day Road
Mishawaka,IN46545 		23-7092572 501(c)(3) 8,228 0     Unrestricted
(113) University of Chicago
6054 South Drexel Avenue
Chicago,IL606372612 		36-2177139 501(c)(3) 20,000 0     Restricted
(114) Because of Joy
PO Box 352
Bedford,TX76095 		27-3399496 501(c)(3) 10,000 0     Restricted
(115) Boys & Girls Clubs of the Northern Indiana Corridor
502 E Sample
South Bend,IN46601 		35-1329625 501(c)(3) 142,329 0     Unrestricted
(116) Child and Parent Services
1000 W Hively Ave
Elkhart,IN46517 		35-0888765 501(c)(3) 15,000 0     Restricted
(117) Danville Christian Academy
2170 Shakertown Rd
Danville,KY40422 		000000000 Church 40,000 0     Restricted
(118) enFocus Inc
635 S Lafayette Boulevard
South Bend,IN46601 		45-5638209 501(c)(3) 100,000 0     Restricted
(119) EveryMom Chicago
5480 S Kenwood Ave
Chicago,IL60615 		86-2650067 501(c)(3) 20,000 0     Restricted
(120) Five Star Life
2204 California Rd
Elkhart,IN465141230 		46-3463430 501(c)(3) 20,000 0     Restricted
(121) Food Bank of Northern Indiana
702 South Chapin Street
South Bend,IN466340365 		35-1898055 501(c)(3) 38,689 0     Unrestricted
(122) Global Impact
2300 N Street
Washington,DC20037 		52-1273585 501(c)(3) 200,000 0     Restricted
(123) Hand in Hand Ministries
518 N 26th Street
Louisville,KY40212 		61-1352889 501(c)(3) 10,000 0     Unrestricted
(124) Hannahs House
410 S Spring St
Mishawaka,IN46544 		35-1871289 501(c)(3) 8,469 0     Unrestricted
(125) Holy Cross College
PO Box 308
Notre Dame,IN465560308 		35-1148835 501(c)(3) 79,427 0     Unrestricted
(126) Michiana Area Council of Governments
227 West Jefferson Blvd
South Bend,IN46601 		000000000 Govt/Public 395,966 0     Restricted
(127) Network for Good
PO BOX 7411147
Chicago,IL60674 		37-1714640 501(c)(3) 73,500 0     Restricted
(128) New Day Intake Center
PO BOX 11162
South Bend,IN46634 		88-3153314 501(c)(3) 262,500 0     Unrestricted
(129) Play360 Inc
1303 S Rechter Place
Bloomington,IN47401 		27-3715896 501(c)(3) 50,000 0     Restricted
(130) Project OZ
1105 W Front St
Bloomington,IL61701 		37-0982824 501(c)(3) 10,000 0     Restricted
(131) Purdue Polytechnic South Bend
635 S Lafayette Blvd
South Bend,IN46601 		31-0958507 501(c)(3) 13,645 0     Restricted
(132) Purdue University
Pfendler Hall of Agriculture
West Lafayette,IN47907 		35-6002041 501(c)(3) 12,500 0     Restricted
(133) RiverBend Cancer Services
3516 E Jefferson
South Bend,IN46615 		35-0872359 501(c)(3) 6,438 0     Unrestricted
(134) Ronald McDonald House Charities of Michiana
610 N Michigan Street
South Bend,IN46601 		36-2934689 501(c)(3) 23,250 0     Restricted
(135) South Bend Youth Hockey
1421 S Walnut St
South Bend,IN46619 		31-1020817 501(c)(3) 10,000 0     Restricted
(136) Team Peace Inc
495 W Thornton St
Paoli,IN47454 		47-2253166 501(c)(3) 70,000 0     Restricted
(137) The Drawing Studio
2760 N Tucson Blvd
Tucson,AZ85716 		86-0992193 501(c)(3) 30,000 0     Restricted
(138) The Salvation Army
900 W Western Avenue
South Bend,IN466012748 		36-2167910 501(c)(3) 20,000 0     Scholarships
(139) United Youth Theatre
PO Box 1143
Notre Dame,IN46556 		82-1716066 501(c)(3) 7,500 0     Restricted
(140) A Rosie Place for Children (OHana Heritage Foundation Inc)
53131 Quince Rd
South Bend,IN46628 		37-1523448 501(c)(3) 30,000 0     Restricted
(141) Aids Ministries - Aids Assist
PO Box 11582
South Bend,IN46634 		35-1902136 501(c)(3) 60,000 0     Restricted
(142) Arise Rwanda Ministries
8333 SE Stark Street
Portland,OR97216 		88-3306938 501(c)(3) 244,455 0     Restricted
(143) Boys & Girls Clubs of Columbus Inc
1000 Cleveland Ave
Columbus,OH43201 		31-4387575 501(c)(3) 10,000 0     Restricted
(144) Boys & Girls Clubs of Larimer County
103 Smokey St
Fort Collins,CO80525 		74-2425914 501(c)(3) 10,000 0     Unrestricted
(145) City of South Bend
1400 County City Building
South Bend,IN46601 		35-6001201 Govt/Public 123,064 0     Restricted
(146) Community Foundation of Elkhart County
PO Box 2932
Elkhart,IN465152932 		31-1255886 501(c)(3) 1,000,400 0     Restricted
(147) Dismas House of Indiana
PO Box 4571
South Bend,IN46634 		82-5172824 501(c)(3) 32,575 0     Unrestricted
(148) Dustins Place
11802 Lincoln Hwy
Plymouth,IN46563 		83-3820976 501(c)(3) 25,000 0     Restricted
(149) Families First Center
605 Portage Avenue
South Bend,IN466161356 		35-1274615 501(c)(3) 35,920 0     Unrestricted
(150) Family Housing Network of Fort Collins
1606 S Lemay Ave Suite 105
Fort Collins,CO80525 		46-3225758 501(c)(3) 10,000 0     Restricted
(151) Gladden Community House
183 Hawkes Ave
Columbus,OH43223 		31-4379476 501(c)(3) 12,500 0     Restricted
(152) Greater Impact
101 King St
South Bend,IN46628 		84-2931613 501(c)(3) 50,000 0     Restricted
(153) Green Bridge Growers
61591 Bremen Hwy
Mishawaka,IN46544 		46-2689544 501(c)(3) 15,000 0     Restricted
(154) HealthLinc
2401 Valley Drive
Valparaiso,IN46385 		35-2147791 501(c)(3) 250,000 0     Restricted
(155) Indiana Citizen Education Foundation Inc
3544 Clearwater Circle
Indianapolis,IN46240 		82-1044457 501(c)(3) 55,000 0     Restricted
(156) Intend Indiana Inc
1704 Bellefontaine St
Indianapolis,IN46202 		35-1704590 501(c)(3) 12,250,000 0     Restricted
(157) John Glenn School Corporation
101 John Glenn Drive
Walkerton,IN46574 		35-2083121 Govt/Public 77,671 0     Restricted
(158) LaSalle Council of Scouting America
1340 South Bend Avenue
South Bend,IN46617 		35-0867966 501(c)(3) 56,757 0     Unrestricted
(159) Life Treatment Centers Inc
1402 S Michigan St
South Bend,IN46613 		23-7122199 501(c)(3) 6,920 0     Unrestricted
(160) Marian University Ancilla College
20097 9B Road
Plymouth,IN46563 		35-6071917 501(c)(3) 6,705 0     Restricted
(161) Marshall County Community Foundation
2680 Miller Drive Suite 120
Plymouth,IN46563 		35-1826870 501(c)(3) 875,000 0     Restricted
(162) Mishawaka Food Pantry Inc
315 Lincolnway West
Mishawaka,IN46544 		45-2297920 501(c)(3) 10,000 0     Unrestricted
(163) Mishawaka Parks & Recreation Foundation Inc
904 N Main St
Mishawaka,IN46545 		83-2587090 501(c)(3) 205,000 0     Restricted
(164) Mishawaka Troop Town
PO Box 231
Mishawaka,IN46546 		87-3537500 501(c)(3) 10,000 0     Unrestricted
(165) Mr Thomas Gallagher
360 N Notre Dame Ave
South Bend,IN46617 		38-3651599 501(c)(3) 71,711 0     Unrestricted
(166) Northwest Harvest
PO Box 12272
Seattle,WA98102 		91-0826037 501(c)(3) 10,000 0     Unrestricted
(167) Oaklawn
330 Lakeview Drive
Goshen,IN46527 		35-1070041 501(c)(3) 10,000 0     Unrestricted
(168) Old St Patricks Church
Fr Jack Wall Mission Center
Chicago,IL60661 		36-2171102 Church 24,200 0     Restricted
(169) PCSJV Scholarship Inc
PO Box 2675
South Bend,IN46680 		35-1745309 501(c)(3) 10,000 0     Restricted
(170) Penn-Harris-Madison School Corporation
55900 Bittersweet Road
Mishawaka,IN46545 		000000000 Govt/Public 75,000 0     Restricted
(171) Puente Desarrollo Internacional Inc
51181 Whitewater Lane
South Bend,IN46628 		82-4237540 501(c)(3) 55,000 0     Unrestricted
(172) Rosemarys Babies
4439 Reading Road Suite 107
Cincinnati,OH45229 		81-3727709 501(c)(3) 22,000 0     Restricted
(173) School City of Mishawaka
1402 S Main Street
Mishawaka,IN46544 		35-1973986 Govt/Public 75,000 0     Restricted
(174) Shirley Heinze Land Trust Inc
109 West 700 North
Valparaiso,IN46385 		35-2153969 501(c)(3) 43,278 0     Unrestricted
(175) South Bend Community Tennis Association Inc
4122 Hickory Rd
Mishawaka,IN46545 		20-0026494 501(c)(3) 8,000 0     Restricted
(176) South Bend Greenway Conservancy
921 W Washington St
South Bend,IN46601 		93-2937742 501(c)(3) 50,000 0     Restricted
(177) St Michael Academy
7674 Nolensville Rd
Nolensville,TN37135 		87-3260810 Church 10,000 0     Unrestricted
(178) St Vincent de Paul Society of St Joseph County
520 Crescent Avenue
South Bend,IN46617 		35-0863177 501(c)(3) 31,328 0     Unrestricted
(179) STEM in Aviation Youth Indiana Inc
10241 Odell Ct
Granger,IN46530 		92-1038237 501(c)(3) 10,000 0     Restricted
(180) Take Heart Inc
2015 W Western Ave
South Bend,IN46615 		88-1594433 501(c)(3) 15,000 0     Restricted
(181) Taproot Theatre Company
PO Box 30946
Seattle,WA98113 		91-0971237 501(c)(3) 15,000 0     Restricted
(182) The Acting Ensemble
PO Box 756
South Bend,IN46624 		31-1145373 501(c)(3) 9,250 0     Restricted
(183) The Main Stage Inc
55845 Short Hair Drive
Osceola,IN46561 		26-1978247 501(c)(3) 7,500 0     Restricted
(184) Touching Tiny Lives Foundation
1550 Larimer St
Denver,CO80202 		20-3425472 501(c)(3) 12,000 0     Restricted
(185) Transformation Ministries
1101 King St
South Bend,IN46616 		82-3641234 501(c)(3) 13,750 0     Restricted
(186) Trinity Academy at Greenlawn
107 S Greenlawn Ave
South Bend,IN466173430 		33-3895251 501(c)(3) 27,464 0     Unrestricted
(187) TRiO Programs (Talent Search&Upward Bound UND)
403 McKenna Hall
Notre Dame,IN46556 		35-0868188 501(c)(3) 50,000 0     Restricted
(188) Uncommon Grit Foundation
42 Broad Street Rd
Manakin Sabot,VA23103 		84-4918632 501(c)(3) 8,000 0     Unrestricted
(189) Uniting Voices Chicago
78 E Washington St 5th Floor
Chicago,IL60602 		51-0140419 501(c)(3) 8,300 0     Restricted
(190) Vibes Music Festival Inc
402 E Dubail Avenue
South Bend,IN46613 		92-1035774 501(c)(3) 6,850 0     Restricted
(191) Womankind
5350 Transportation Blvd 18
Garfield Heights,OH44125 		51-0168651 501(c)(3) 12,000 0     Restricted
(192) Womens Care Center Inc
607 Lincolnway W
Mishawaka,IN46544 		35-1609945 501(c)(3) 9,250 0     Unrestricted
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
161
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
30
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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 136 479,290 0    
(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, Part I, Line 2 For the competitive grant processes, recipients are required to submit a signed grant agreement letter which states that they agree to use the funds as intended and will submit a report accordingly. Typically, a year after approval, these recipients answer a 1- or 2-page questionnaire regarding the use of the grant, and effectiveness of the program or the project funded, and a final project budget. These reports are reviewed by staff to assess compliance with the original terms of the grant. Staff follows-up as needed. For other types of grant distributions, grant recipients receive a letter which stipulate how the grant is to be used. If deemed appropriate, based on the size or specific purpose of the grant, recipients may be required to report on the use of the funds. All recipients are informed that donor-advised grants cannot result in any personal benefit to the donors associated with the granting fund. Due diligence procedures are followed, and appropriate information is collected for the Foundation files prior to grant distribution.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24021167
Software Version: v1.00


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Rose Meissner
President/CEO 		(i)

(ii)		 280,300
-------------
0 		0
-------------
0 		4,504
-------------
0 		0
-------------
0 		0
-------------
0 		284,804
-------------
0 		0
-------------
0
2Anita Echevarria
VP Administration 		(i)

(ii)		 142,228
-------------
0 		0
-------------
0 		504
-------------
0 		0
-------------
0 		0
-------------
0 		142,732
-------------
0 		0
-------------
0
3Aaron Perri
VP Community Impact 		(i)

(ii)		 134,123
-------------
0 		0
-------------
0 		397
-------------
0 		0
-------------
0 		0
-------------
0 		134,520
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24021167
Software Version: v1.00
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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
2024
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
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 19 1,331,108 Mean of high & low
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 Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
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
29
0
Yes
No
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
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
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) (2024)
Schedule M (Form 990) (2024)
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, Part I, Line 9 Reported number of contributions
Schedule M (Form 990) (2024)

Additional Data


Software ID: 24021167
Software Version: v1.00
SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
Return Reference Explanation
Form 990, Part V, Line 3b The Community Foundation of St. Joseph County has not received all K-1s in order to complete Form 990-T.
Form 990, Part VI, Section B, Line 11b The Board of Directors delegated the responsibility to review Form 990 to the Audit Committee, who reviews Form 990 before it is filed.
Form 990, Part VI, Section B, Line 12c At the beginning of each term, the Board of Directors and non-board Committee Members review the Conflict of Interest Policy and sign a Conflict of Interest form indicating they have read and agree to comply with the terms of the policy. Board and non-board Committee members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting.
Form 990, Part VI, Section B, Line 15 The President/CEO's compensation is based on like-size community foundation data provided by the Council on Foundations. The President/CEO's annual review and compensation package is completed annually in an executive session comprised of the Officers which are the Past Chair, Board Chair, Vice Chair, Treasurer and Secretary. The last review occurred in December 2024. The Vice President Administration and the Vice President Community Impacts' compensation are based on the like-size community foundation data provided by the Council on Foundations. The President/CEO completes the VPA and VPCIs' annual review.
Form 990, Part VI, Section C, Line 19 Financial statements are available on the Foundation's website. Governing documents and Conflict of Interest Policy are available upon request.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24021167
Software Version: v1.00
SCHEDULE R
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
 
Employer identification number

23-7365930
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?
Yes No
(1)The Cressy Foundation
PO Box 837

South Bend,IN46624
35-1994475 		Grantmaking IN 501(c)(3) 12 Type I N/A
 
No
(2)Jon and Sonja Laidig Foundation
PO Box 837

South Bend,IN46624
35-2037144 		Grantmaking IN 501(c)(3) 12 Type I N/A
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No












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?
Yes No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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) The Cressy Foundation

 s 7,886  
(2) Jon and Sonja Laidig Foundation

 s 84,856  




Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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