2022 Annual Report

Finance: Sharing the Numbers

Granting: Awarded $3.48 million in community grants and scholarships.

Agency Fund Grants: Over $200,000 awarded to local nonprofits from their endowments.

$3.48 Million

Over $200,00

Balance By Fund Type

2013 $1,443,337 2014 $1,787,254 2015 $2,342,271 2016 $1,669,388 2017 $2,442,622 2018 $3,543,033 2019 $2,289,302 2020 $5,740,126 2021 $1,699,271 2022 $3,134,057 Total Amount of Gifts Received

$6,483,123

$6,103,838

$870,578

$182,290

Summary of Statement of Financial Position

Assets

2022

2021

Designated

Scholarships

Field of Interest

Deferred

Cash and cash Equivalents

$3,963,381

$4,384,776

Accounts Receivable

-

$2,500 $19,409 $7,420 $29,775

Investment earnsing and scholarship Interest receivable, net

$30,772 $4,956 $33,775

Prepaid expenses

$4,111,101

$8,941,164

$3,652,269

$3,804,903

Scholarship loans receivable, net

Investments

$29,684,968

$35,381,673

Property and Equipment Building and Improvements Office and computer Equipment

Endowed Non-Profits

Unrestricted

Donor Advised

Operating

$1,523,266

$385,354 $46,215 $461,569 $294,502 $137,067 $96,625

$46,215

$1,569,481 $307,242 $1,262,239

Less accumulated depreciation

A longstanding community partner, Lake City Bank recently made a generous contribution to the Community Foundation of Whitley County in honor of the financial institution’s remarkable 150th Anniversary. Joining the Foundation’s Board for the check presentation were Bruce Wright - Senior Vice President, Retail Banking Regional Manager; Carolyn Ross – Assistant Vice President, Retail Banking Officer; Shelly Kindler – Vice President, Investment Administrator and Cammy Treadway – Senior Vice President, Commercial East Regional Manager.

Land

$96,625

Total property and equipment

$1,358,864 $233,692 $35,049,716 $40,059,245

Liabilties and Net Assets

2022

2021

Liabilities

Accounts Payable Grants Payable Accrued Expenses Annuity Reserves

$80,408 $157,127

$21,628 $101,704

$360

-

$6,620

$7,775

Agency Funds

$415,243 $659,758

$497,645 $628,752

Total Liabilities

Net Assets Without donor restrictions

Donor Services: 21 new charitable funds opened.

Donations: Receieved over

$2,717,044 $32,218,914

$1,047,356 $38,383,137

21 New Funds

1,000+ Gifts

With donor restrictions

1,000 gifts totaling over $3.1 million.

Total net assets

$34,389,958 $39,430,493 $35,049,716 $40,059,245

28 2022 Annual Report

Community Foundation of Whitley County 29

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