2023-05-09T07:47:30-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2021-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S GETTYS PRESIDENT/CEO 2699450526 2023-05-04 1 BONNIE GETTYS 999009999 TINA M PETERS CPA P00904574 2695674500 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BONNIE S GETTYS 231 SOUTH BROADWAY HASTINGS MI 49058 42831717 0 X WWW.BARRYCF.ORG X 1995 MI THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS. 13 13 13 150 0 0 4287378 4142525 0 0 1831905 1703629 156329 47277 6275612 5893431 1386778 1394836 0 0 458463 475862 0 0 256027 1352748 1476753 3197989 3347451 3077623 2545980 51220156 45859995 2202531 1665515 49017625 44194480 THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES. 0 0 2504142 1394836 THE FOUNDATION'S EXEMPT PURPOSE IS ACHIEVED THROUGH IDENTIFYING & ADDRESSING CURRENT AND ANTICIPATED COMMUNITY NEEDS, PROVIDING SERVICES TO ASSIST DONORS IN FULFILLING THEIR PHILANTHROPIC INTERESTS, AND FOSTERING YOUTH DEVELOPMENT. 2504142 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 10 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MI X BONNIE GETTYS 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 DIANE GAERTNER CHAIRPERSON 10.00 6.00 X X 0 0 0 KIM NORRIS VICE CHAIR 8.00 6.00 X X 0 0 0 BARBARA CASE SECRETARY 5.00 X X 0 0 0 DAVID COLEMAN TREASURER 8.00 X X 0 0 0 MARCIA SZUMOWSKI DIRECTOR 4.00 X 0 0 0 ROBERT PERINO DIRECTOR 4.00 4.00 X 0 0 0 FRED JACOBS DIRECTOR 4.00 4.00 X 0 0 0 KORIN AYERS DIRECTOR 4.00 X 0 0 0 SCOTT MCKEOWN DIRECTOR 4.00 X 0 0 0 DEBBIE JACKSON DIRECTOR 4.00 X 0 0 0 KATHERINE BERTOLINI DIRECTOR 4.00 X 0 0 0 JENNIFER HAYWOOD DIRECTOR 4.00 X 0 0 0 JULIA MCLEAN DIRECTOR 1.00 X 0 0 0 BONNIE GETTYS PRESIDENT 40.00 5.00 X 124709 0 12521 ANNIE HALLE VICE PRESIDENT OPERATIONS 40.00 15.00 X 80058 0 11871 204767 0 24392 1 0 0 0 0 76770 27774 4037981 974145 4142525 1320345 1320345 37321570 36938286 383284 383284 383284 MISCELLANEOUS 900001 47277 47277 47277 5893431 0 0 1750906 X 1295900 1295900 98936 98936 427588 213704 115123 98761 17045 8299 5330 3416 31229 14019 10488 6722 90213 90213 859751 650958 194838 13955 44268 44268 48867 12158 18781 17928 45857 45857 72783 38895 15985 17903 7106 3775 3331 3485 3485 2967 1394 742 831 7038 7038 DIRECT FUND EXPENSES 96273 57764 34658 3851 MEMBERSHIPS/SUBSCRIPTIO 24334 24334 LEADERSHIP BARRY COUNTY 9478 9478 TRAINING 5514 2453 3061 158819 100184 40969 17666 3347451 2504142 587282 256027 3292734 5294688 1330562 1522161 958963 108576 26038 26038 1722 0 39618757 34832500 3913170 3026241 1058804 150239 1045444 925590 51220156 45859995 38139 61619 86000 115561 2078392 1488335 2202531 1665515 X 48094770 43527603 922855 666877 49017625 44194480 51220156 45859995 X 2545980 -7850521 481396 X X 0 1 X 1 0 X 2957094 2982497 8052365 4287378 4142525 22421859 2957094 2982497 8052365 4287378 4142525 22421859 11226471 11195388 525061 705389 678116 1383975 1320345 4612886 122479 140010 57954 156329 47277 524049 27558794 0.40620 0.46700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 101,560. 2018 AMOUNT: $ 106,883. 2019 AMOUNT: $ 57,954. 2020 AMOUNT: $ 156,329. 2021 AMOUNT: $ 47,277. FUNDRAISING - 2017 AMOUNT: $ 20,919. 2018 AMOUNT: $ 33,127. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 329 725434 4658945 571937 1081866 6557398 41931293 1 1 48221200 4058010 -5974687 2518164 43786359 39172936 4199691 7464407 2615834 48221200 33469769 8859336 -772713 2383456 39172936 31813643 2945371 1183819 2473064 33469769 30048899 2759230 1159855 2154341 31813643 0.99000 0.01000 0.00000 0 0 26038 26038 0 0 ALTERNATIVE INVESTMENTS 3026241 F 3026241 ANNUITY OBLIGATIONS 21447 KICKSTART TO CAREER - OTHER LIABILITIES 320889 FUND HELD AS AGENCY 1145999 1488335 PART V, LINE 1 IN PRIOR YEARS, THE ENDOWMENT FUND RECORDED TRANSACTIONS RELATED TO THE MIDWEST MINIATURE MUSEUM FUND AS INCOME STATEMENT TRANSACTIONS. IT WAS DETERMINED DURING THE FISCAL YEAR 2019 AUDIT THAT THIS FUND SHOULD BE TREATED AS AN AGENCY FUND AND THUS THE TRANSACTIONS BE RECORDED AS AGENCY TRANSACTIONS. PART V, LINE 4 THE FUNDS ARE INTENDED TO SUPPORT THE BARRY COMMUNITY FOUNDATION. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2292749 0 0 0 0 0 0 2292749 0 2292749 1 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 BARRY COUNTY CHAMBER OF COMMERCE 221 W STATE HASTINGS MI 49058 380633630 501(C)(6) 7082 0 GENERAL SUPPORT BARRY COUNTY UNITED WAY 231 S BROADWAY HASTINGS MI 49058 386062803 501(C)(3) 278258 0 CURRICULUM COST SUPPORT BARRY EATON DISTRICT HEALTH DEPARTMENT 330 W WOODLAWN AVE HASTINGS MI 49058 383318067 18800 0 GENERAL SUPPORT BARRY INTERMEDIATE SCHOOL DISTRICT 535 W WOODLAWN AVE HASTINGS MI 49058 381717620 7433 0 GENERAL SUPPORT DELTON AREA ROTARY PO BOX 536 DELTON MI 49046 382441009 501(C)(4) 49000 0 SCHOLARSHIP FOR CAREER TECH EDUCATION DELTON KELLOGG SCHOOLS 327 GROVE STREET DELTON MI 49046 386000445 38055 0 GENERAL SUPPORT FRIENDS OF LAKE ODESSA COMMUNITY LIBRARY 1007 4TH AVE LAKE ODESSA MI 48849 382701222 501(C)(3) 12616 0 SUPPORT FOR THE ARTS IN BARRY COUNTY GILMORE CAR MUSEUM 6865 HICKORY ROAD HICKORY CORNERS MI 49060 386154163 501(C)(3) 26600 0 GENERAL SUPPORT GREATER WALL LAKE ASSOCIATION 4657 CORDES RD DELTON MI 49046 832672713 501(C)(3) 20000 0 GENERAL SUPPORT HASTINGS AREA SCHOOL SYSTEM 232 W GRAND HASTING MI 49058 386000437 22940 0 SUPPORT FOR PROGRAMS AND SERVICES TO MOST NEEDY HASTINGS PUBLIC LIBRARY 225 E STATE ST HASTINGS MI 49058 386004562 17462 0 GENERAL SUPPORT LAKE ODESSA AREA HISTORICAL SOCIETY 1117 EMERSON ST LAKE ODESSA MI 48849 382760783 501(C)(3) 37848 0 GENERAL SUPPORT MAPLE VALLEY MEMORIAL SCHOLARSHIP FOUNDATION 231 S BROADWAY HASTINGS MI 49058 383236131 501(C)(3) 74017 0 GENERAL SUPPORT MAPLE VALLEY SCHOOLS 11090 NASHVILLE HWY NASHVILLE MI 49073 381079540 37900 0 ASSISTANCE TO STUDENTS OF MAPLE VALLEY SCHOOLS WITH CHARTIABLE NEEDS OTSEGO COMMUNITY FOUNDATION 1104 FULLER AVE NE GRAND RAPIDS MI 49503 382010346 501(C)(3) 25000 0 GENERAL SUPPORT PIERCE CEDAR CREEK INSTITUTE 6912 S BOULTER RD SHELBYVILLE MI 49344 382056234 501(C)(6) 27065 0 GENERAL SUPPORT PINE REST CHRISTIAN MENTAL HEALTH SERVIES 300 68TH STREET GRAND RAPIDS MI 49548 381368360 501(C)(3) 8500 0 GENERAL SUPPORT SOUTH MICHIGAN FOOD BANK 5457 WAYNE RD BATTLE CREEK MI 49037 382445948 501(C)(3) 11000 0 GENERAL SUPPORT SPECTRUM HEALTH FOUNDATION - PENNOCK 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 382752328 501(C)(3) 70348 0 GENERAL SUPPORT SPIRITUAL CARE CONSULTANTS OF W MICHIGAN 1375 W GREEN ST SUITE 1 HASTINGS MI 49058 261196044 501(C)(3) 7200 0 GENERAL SUPPORT ST ROSE OF LIMA CATHOLIC CHURCH 805 S JEFFERSON HASTINGS MI 49508 381405289 501(C)(3) 7220 0 GENERAL SUPPORT THE GROUND TRUTH PROJECT INC 10 GUEST STREET BRIGHTON MA 02135 460908502 501(C)(6) 15000 0 GENERAL SUPPORT THORNAPPLE KELLOGG SCHOOLS 231 SOUTH BROADWAY HASTINGS MI 49058 382744924 501(C)(3) 21721 0 GENERAL SUPPORT THORNAPPLE KELLOGG PUBLIC LIBRARY 10375 GREEN LAKE ROAD MIDDLEVILLE MI 49333 386000489 10000 0 GENERAL SUPPORT YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 84132 0 GENERAL SUPPORT 21 4 EDUCATION SCHOLARSHIPS 52 98786 N/A N/A LITERARY COMPETITION AWARDS 3 150 N/A N/A PART I, LINE 2: GRANTEES SUBMIT A WRITTEN AND DETAILED REPORT TO BARRY COMMUNITY FOUNDATION, AS WELL AS A SIGNED CONTRACT, STATING THAT ALL GRANTS WILL BE REPAID TO THE FOUNDATION IF NOT USED FOR THE EXPLICIT PURPOSE APPROVED BY THE BOARD OF THE BARRY COMMUNITY FOUNDATION. X 8 974145 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 PRIOR TO FILING ALONG WITH THE FINANCE DIRECTOR AND PRESIDENT/CEO. A COPY IS FILED IN THE OFFICE FOR PUBLIC INSPECTION WHICH IS NOTED ON OUR WEBSITE AND IN OUR MINUTES. THE PRESIDENT/CEO, CHAIRMAN OF THE BOARD, VICE CHAIR, TREASURER AND SECRETARY ARE ALL ON THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST DISCLOSURE IS COMPLETED ANNUALLY BY ALL COMMITTEE MEMBERS, BOARD MEMBERS, AND STAFF. THE EXECUTIVE COMMITTEE RECEIVES THE DISCLOSURES AND NOTES ANY CONFLICTS. THE COMMITTEE REMINDS ALL BOARD MEMBERS TO DISCLOSE ANY REPORTED CONFLICT OF INTEREST IF IT ARISES DURING ANY SESSION OF THE ORGANIZATION AND IS ADDRESSED AS IT ARISES. THE CHAIR OF THE BOARD ENFORCES THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING AND, IF OTHERS ARE UNCOMFORTABLE FOR THE BOARD MEMBER TO BE PRESENT FOR RELATED DISCUSSIONS, THE BOARD MEMBER IS ASKED TO LEAVE THE ROOM. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FROM THE COUNCIL OF MICHIGAN FOUNDATIONS, MICHIGAN NONPROFIT ASSOCIATION, AND THE COUNCIL ON FOUNDATIONS IS PRESENTED TO THE PERSONNEL COMMITTEE REGARDING COMPENSATION AND RESPONSIBILITIES. THE BOARD APPROVES ALL SALARY RECOMMENDATIONS ALONG WITH THE BUDGET IN MAY/JUNE OF EACH YEAR. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH OUR ANNUAL REPORTS. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 650,958. MANAGEMENT AND GENERAL EXPENSES 194,838. FUNDRAISING EXPENSES 13,955. TOTAL EXPENSES 859,751. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -759. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 1,280. NET AGENCY INCOME/SUPPORT EXPENSES 480,875. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. ROYAL COACH ACQUISITIONS LLC 231 SOUTH BROADWAY ST HASTINGS MI 49058 ACQUIRE AND HOLD PROPERTY MI -10834 415410 BARRY COMMUNITY FOUNDATION BCEC INC 231 SOUTH BROADWAY ST HASTINGS MI 49058 453815583 OFFICE RENTAL TO NON-PROFITS MI 501(C)(3) LINE 12A, I BARRY COMMUNITY FOUNDATION 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0