CHARLOTTE COMMUNITY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE COMMUNITY FOUNDATION INC (EIN 65-0455319)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-22
- IRS object ID
- 202540229349301149
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-22T16:17:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650455319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9416370077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM SAVASUK CPA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9416370077 | PhoneNum |
| Signature | 2025-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY STRICKLAND PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,007,766 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLOTTECF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | AS THE COMMUNITY FOUNDATION DEDICATED TO CHARLOTTE COUNTY, FL, THE CHARLOTTE COMMUNITY FOUNDATION (CCF) ACTS AS A CENTER OF PHILANTHROPY BY PROVIDING PHILANTHROPIC EDUCATION, IMPACTFUL GRANTS, NONPROFIT TRAINING, AND COMMUNITY LEADERSHIP. CCF PROVIDES PERMANENT COMMUNITY CAPITAL TO SUPPORT (1) LOCAL NONPROFITS THROUGH COMPETITIVE AND DIRECTED GRANTMAKING; (2) TRADITIONAL-AGE AND ADULT LEARNERS WITH SCHOLARSHIPS FOR POST-SECONDARY TRAINING AT ALL LEVELS; AND (3) RESPONSIVE FUNDING TO ADDRESS PRESSING COMMUNITY NEEDS AND TO ENHANCE THE VIBRANCY OF THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,840,724 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,088,415 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $252,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $462,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,692 | PYOtherRevenueAmt |
| CY Other Revenue | $21,413 | CYOtherRevenueAmt |
| PY Total Revenue | $3,115,795 | PYTotalRevenueAmt |
| CY Total Revenue | $8,571,867 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,351,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,467,912 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $454,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $446,786 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,436 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $437,300 | PYOtherExpensesAmt |
| CY Other Expenses | $601,307 | CYOtherExpensesAmt |
| PY Total Expenses | $3,243,025 | PYTotalExpensesAmt |
| CY Total Expenses | $3,516,005 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$127,230 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,055,862 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,734,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,581,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,592,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,748,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,141,605 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,833,263 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER PHILANTHROPY ACROSS CHARLOTTE COUNTY TO ENHANCE OUR COMMUNITY FOR GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,981,548 | ExpenseAmt |
| Grant | $2,467,912 | GrantAmt |
| Desc | AS A FACILITATOR OF PHILANTHROPY, CCF:(1) PROVIDES FUNDING FOR CHARITABLE ORGANIZATIONS: $2,140,564 TO 58 DIFFERENT NONPROFIT ORGANIZATIONS IN 2023.(2) CCF ALSO ADMINISTERS SCHOLARSHIPS FOR BOTH TRADITIONAL-AGE AND ADULT LEARNERS: $166,800 AWARDED IN 2023.(3) CCF ALSO PROVIDES USAGE OF ITS FACILITIES FOR NONPROFIT EDUCATION AND TRAINING BY VARIOUS LOCAL 501(C)(3) OR GOVERNMENT AGENCIES WITH PUBLIC-PRIVATE PARTNERSHIPS. | Desc |
| Total Program Service Expenses | $2,981,548 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE HERRON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9416370077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LAURA AMENDOLA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER EATON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REPPARD GORDON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUCIENNE PEARS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEW BENNETT | ||||||
| IMM. PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM SAVASUK | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL MCRORY | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT PETERSON | ||||||
| SECRTRY JAN-MAR; VP/SECRTRY SEPT-DEC | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CRAIG EASTERLY | ||||||
| SECRETARY APRIL-JUNE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH DESROSIERS | ||||||
| SECRETARY JULY-AUG; DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUSTIN BRAND | ||||||
| CDO/INTERIM CO-EXEC. DIR. | 40.00 | $56,417 | $0 | $7,729 | Yes (X) | |
| ASHLEY MAHER | ||||||
| EXECUTIVE DIRECTOR THRU JUNE 30 | 40.00 | $53,676 | $0 | $6,196 | Yes (X) | |
| SUZANNE HERRON | ||||||
| CFO/INTERIM CO-EXEC. DIR. | 40.00 | $90,180 | $0 | $6,722 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $200,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,647 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,088,415 | AllOtherContributionsAmt |
| Noncash Contributions | $31,476 | NoncashContributionsAmt |
| Total Contributions | $8,088,415 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,704 | TotalRevenueColumnAmt |
| Exclusion | $472,704 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,750 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,250 | TotalRevenueColumnAmt |
| Exclusion | $1,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,484 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $422,149 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,665 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,665 | TotalRevenueColumnAmt |
| Exclusion | -$10,665 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $20,163 | TotalRevenueColumnAmt |
| Exclusion | $20,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,571,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,452 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,301,112 | TotalAmt |
| Program Services | $2,301,112 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,800 | TotalAmt |
| Program Services | $166,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,919 | TotalAmt |
| Program Services | $115,883 | ProgramServicesAmt |
| Management And General | $87,789 | ManagementAndGeneralAmt |
| Fundraising | $17,247 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,068 | TotalAmt |
| Program Services | $88,978 | ProgramServicesAmt |
| Management And General | $71,614 | ManagementAndGeneralAmt |
| Fundraising | $10,476 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,268 | TotalAmt |
| Program Services | $2,224 | ProgramServicesAmt |
| Management And General | $1,790 | ManagementAndGeneralAmt |
| Fundraising | $254 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,473 | TotalAmt |
| Program Services | $9,094 | ProgramServicesAmt |
| Management And General | $9,255 | ManagementAndGeneralAmt |
| Fundraising | $1,124 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,058 | TotalAmt |
| Program Services | $16,150 | ProgramServicesAmt |
| Management And General | $12,734 | ManagementAndGeneralAmt |
| Fundraising | $2,174 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,199 | TotalAmt |
| Program Services | $14,664 | ProgramServicesAmt |
| Management And General | $11,561 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,879 | TotalAmt |
| Management And General | $51,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,344 | TotalAmt |
| Program Services | $24,618 | ProgramServicesAmt |
| Management And General | $19,412 | ManagementAndGeneralAmt |
| Fundraising | $3,314 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,384 | TotalAmt |
| Program Services | $94,839 | ProgramServicesAmt |
| Management And General | $74,777 | ManagementAndGeneralAmt |
| Fundraising | $12,768 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,718 | TotalAmt |
| Program Services | $46,940 | ProgramServicesAmt |
| Management And General | $45,394 | ManagementAndGeneralAmt |
| Fundraising | $6,384 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,255 | TotalAmt |
| Program Services | $23,009 | ProgramServicesAmt |
| Management And General | $18,142 | ManagementAndGeneralAmt |
| Fundraising | $3,104 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,275 | TotalAmt |
| Program Services | $20,424 | ProgramServicesAmt |
| Management And General | $16,103 | ManagementAndGeneralAmt |
| Fundraising | $2,748 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,013 | TotalAmt |
| Program Services | $4,167 | ProgramServicesAmt |
| Management And General | $3,285 | ManagementAndGeneralAmt |
| Fundraising | $561 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,689 | TotalAmt |
| Program Services | $20,639 | ProgramServicesAmt |
| Management And General | $19,050 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,551 | TotalAmt |
| Program Services | $32,007 | ProgramServicesAmt |
| Management And General | $25,236 | ManagementAndGeneralAmt |
| Fundraising | $4,308 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,516,005 | TotalAmt |
| Program Services | $2,981,548 | ProgramServicesAmt |
| Management And General | $468,021 | ManagementAndGeneralAmt |
| Fundraising | $66,436 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316 | BOYAmt |
| EOY | $4,152 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,337,349 | BOYAmt |
| EOY | $7,290,542 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,047,637 | BOYAmt |
| EOY | $961,767 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,855 | BOYAmt |
| EOY | $15,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,530,107 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $605,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,326 | BOYAmt |
| EOY | $1,924,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,652,785 | BOYAmt |
| EOY | $12,699,680 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,237 | BOYAmt |
| EOY | $685,690 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,734,505 | BOYAmt |
| EOY | $23,581,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,600 | BOYAmt |
| EOY | $31,764 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,852 | BOYAmt |
| EOY | $207,518 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,448 | BOYAmt |
| EOY | $1,508,875 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,900 | BOYAmt |
| EOY | $1,748,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,146,787 | BOYAmt |
| EOY | $4,524,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,994,818 | BOYAmt |
| EOY | $17,309,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,141,605 | BOYAmt |
| EOY | $21,833,263 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,734,505 | BOYAmt |
| EOY | $23,581,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,055,862 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,551,194 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $84,602 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $923,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,157,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,840,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,088,415 | CurrentTaxYearAmt |
| Total | $15,418,738 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $923,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,157,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,840,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,088,415 | CurrentTaxYearAmt |
| Total | $15,418,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,541,244 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,877,494 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $328,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $402,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $275,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,704 | CurrentTaxYearAmt |
| Total | $1,830,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,163 | CurrentTaxYearAmt |
| Total | $85,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,334,750 | TotalSupportAmt |
| Public Support CY170 | 0.51210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: COMMUNITY GRANTS DATE: 08/28/20 AMOUNT: 3600000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 30 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 61 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $647,200 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $7,429,801 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $66,500 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,227,029 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,607,882 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $20,225,381 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,515,346 | BeginningYearBalanceAmt |
| Contributions | $4,401,088 | ContributionsAmt |
| Investment Earnings Or Losses | $1,332,434 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $502,688 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,084 | OtherExpendituresAmt |
| End Year Balance | $12,744,096 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,146,518 | BeginningYearBalanceAmt |
| Contributions | $73,653 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,317,428 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $378,838 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,559 | OtherExpendituresAmt |
| End Year Balance | $7,515,346 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,603,441 | BeginningYearBalanceAmt |
| Contributions | $19,454 | ContributionsAmt |
| Investment Earnings Or Losses | $927,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $403,464 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,146,518 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,211,722 | BeginningYearBalanceAmt |
| Contributions | $1,018,806 | ContributionsAmt |
| Investment Earnings Or Losses | $920,517 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $547,604 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,603,441 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,237,647 | BeginningYearBalanceAmt |
| Contributions | $284,098 | ContributionsAmt |
| Investment Earnings Or Losses | $1,191,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $501,554 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,211,722 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01051 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66216 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32733 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,514 | OtherCostOrOtherBasisAmt |
| Book Value | $293,514 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,138,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $548,288 | DepreciationAmt |
| Book Value | $1,590,036 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,617 | DepreciationAmt |
| Book Value | $30,928 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,724 | OtherCostOrOtherBasisAmt |
| Book Value | $9,724 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,924,202 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE SECURITY DEPOSIT | $1,300 |
| AGENCY FUNDS | $1,507,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,508,875 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,996,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,551,194 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $250 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $98,029 | OtherRevenueAmt |
| Revenue Not Reported | $1,649,473 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,347,220 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,054 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $197,593 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $224,647 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,571,867 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,305,035 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $250 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $13,750 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,291,035 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,054 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $197,916 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $224,970 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,516,005 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OUTLINED IN AN ENDOWMENT FUND AGREEMENT OR OTHER BINDING DOCUMENTATION SUCH AS A LETTER OF INTENT FOR TESTAMENTARY GIFTS. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE MADE IN COMPLIANCE WITH FOUNDATION POLICIES, AND IN CONSULTATION WITH THE DONOR ENTITY AS APPROPRIATE. ENDOWMENT FUNDS FOR NONPROFIT ORGANIZATIONS, AGENCY OR DESIGNATED FUNDS, ARE TO SUPPORT THE ENTITY'S MISSION AS OUTLINED IN ITS BYLAWS. |
| PART X, LINE 2: | UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 98,029. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -13,750. AGENCY REVENUE 211,343. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 13,750. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AGENCY EXPENSE 197,916. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| GULF COAST PARTNERSHIP | ||||||||
| 408 TAMIAMI TRAIL UNIT 121 | PUNTA GORDA | FL | 33950 | 383913077 | 501(C)(3) | $462,500 | $0 | SOCIAL SERVICES & WELFARE |
| BOYS & GIRLS CLUBS OF CHARLOTTE COUNTY | ||||||||
| 21500 GIBRALTER DRIVE | PORT CHARLOTTE | FL | 33952 | 650725247 | 501(C)(3) | $281,000 | $0 | SOCIAL SERVICES & WELFARE, EDUCATION |
| CHARLOTTE PREPARATORY SCHOOL | ||||||||
| 365 ORLANDO BLVD | PORT CHARLOTTE | FL | 33954 | 650661754 | 501(C)(3) | $183,646 | $0 | EDUCATION |
| CHARLOTTE COUNTY HOMELESS COALITION INC | ||||||||
| 1476 KENESAW ST | PORT CHARLOTTE | FL | 33948 | 650139525 | 501(C)(3) | $161,000 | $0 | SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL |
| VIRGINIA B ANDES VOLUNTEER COMMUNITY CLINIC | ||||||||
| 21297 OLEAN BLVD UNIT B | CHARLOTTE HARBOR | FL | 33952 | 650958642 | 501(C)(3) | $111,861 | $0 | SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL |
| THE SALVATION ARMY | ||||||||
| POBOX 495126 | PORT CHARLOTTE | FL | 33949 | 580660607 | 501(C)(3) | $100,000 | $0 | SOCIAL SERVICES & WELFARE |
| GULF COAST COMMUNITY FOUNDATION | ||||||||
| 601 S TAMIAMI TRAIL | VENICE | FL | 34285 | 591052433 | 501(C)(3) | $80,150 | $0 | FOUNDATIONS & PARTNERSHIPS - UNITED WAY |
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 25200 AIRPORT ROAD | PUNTA GORDA | FL | 33950 | 800029958 | 501(C)(3) | $74,430 | $0 | SOCIAL SERVICES & WELFARE |
| PEACE RIVER BOTANICAL & SCULPTURE GARDENS INC | ||||||||
| 5800 RIVERSIDE DR | PUNTA GORDA | FL | 33982 | 263285783 | 501(C)(3) | $65,000 | $0 | SOCIAL SERVICES & WELFARE, ARTS, CULTURE |
| CHARLOTTE HIVAIDS PEOPLE SUPPORT INC (CHAPS) | ||||||||
| 18200 PAULSEN DR | PORT CHARLOTTE | FL | 33954 | 650498294 | 501(C)(3) | $54,336 | $0 | SOCIAL SERVICES & WELFARE |
| CENTER FOR ABUSE & RAPE EMERGENCIES (CARE) | ||||||||
| PO BOX 510234 | PUNTA GORDA | FL | 33951 | 592435059 | 501(C)(3) | $51,000 | $0 | SOCIAL SERVICES & WELFARE |
| ANN STORCK CENTER | ||||||||
| 1790 SW 43RD WAY | FORT LAUDERDALE | FL | 33317 | 592171081 | 501(C)(3) | $50,000 | $0 | HEALTH & MEDICAL |
| PEACE RIVER COMMUNITY HOUSING PARTNERS | ||||||||
| 408 TAMIAMI TRAIL UNIT 121 | PUNTA GORDA | FL | 33950 | 462200351 | 501(C)(3) | $50,000 | $0 | SOCIAL SERVICES & WELFARE |
| PEACE RIVER WILDLIFE CENTER | ||||||||
| 3400 PONCE DE LEON PARKWAY | PUNTA GORDA | FL | 33950 | 592535665 | 501(C)(3) | $42,597 | $0 | SOCIAL SERVICES & WELFARE, ANIMAL WELFARE, ENVIRONMENTAL & HISTORIC |
| JESUS LOVES YOU MINISTRY INC | ||||||||
| PO BOX 380275 | MURDOCK | FL | 33983 | 261128961 | 501(C)(3) | $38,155 | $0 | SOCIAL SERVICES & WELFARE |
| PREGNANCY SOLUTIONS | ||||||||
| 504 E VENICE AVENUE | VENICE | FL | 34285 | 651085310 | 501(C)(3) | $34,987 | $0 | FOUNDATIONS & PARTNERSHIPS - COMMUNITY GRANTS |
| WINTERGARDEN PRESBYTERIAN CHURCH | ||||||||
| 18305 WINTERGARDEN AVENUE | PORT CHARLOTTE | FL | 33948 | 236393377 | 501(C)(3) | $30,000 | $0 | SOCIAL SERVICES & WELFARE |
| ANIMAL WELFARE LEAGUE OF CHARLOTTE COUNTY | ||||||||
| 3519 DRANCE STREET | PORT CHARLOTTE | FL | 33980 | 591146309 | 501(C)(3) | $27,495 | $0 | CIVIC, ANIMAL WELFARE |
| CHARLOTTE COUNTY HABITAT FOR HUMANITY INC | ||||||||
| 1750 MANZANA AVE | PUNTA GORDA | FL | 33950 | 592870908 | 501(C)(3) | $25,000 | $0 | SOCIAL SERVICES & WELFARE |
| GULFSHORE OPERA INC | ||||||||
| 9911 CORKSCREW ROAD STE 105 | ESTERO | FL | 33928 | 470989874 | 501(C)(3) | $25,000 | $0 | HEALTH & MEDICAL |
| YMCA OF SOUTHWEST FLORIDA | ||||||||
| 701 CENTER ROAD | VENICE | FL | 34285 | 591629660 | 501(C)(3) | $24,430 | $0 | SOCIAL SERVICES & WELFARE |
| BACK PACK KIDZ | ||||||||
| 1133 BAL HARBOR BLVD | PUNTA GORDA | FL | 33950 | 371475987 | 501(C)(3) | $24,430 | $0 | SOCIAL SERVICES & WELFARE |
| WATER 4 LIFE MOZAMBIQUE | ||||||||
| 42881 LAKE BABCOCK SUITE 200 | BABCOCK RANCH | FL | 33982 | 465373602 | 501(C)(3) | $23,095 | $0 | SOCIAL SERVICES & WELFARE |
| PUNTA GORDA HISTORICAL SOCIETY | ||||||||
| 118 SULLIVAN STREET | PUNTA GORDA | FL | 33950 | 592361235 | 501(C)(3) | $20,000 | $0 | SOCIAL SERVICES & WELFARE |
| TEAM PUNTA GORDA | ||||||||
| 227 SULLIVAN STREET | PUNTA GORDA | FL | 33950 | 202375899 | 501(C)(3) | $19,612 | $0 | CIVIC |
| MILITARY HERITAGE MUSEUM | ||||||||
| 900 W MARION AVENUE | PUNTA GORDA | FL | 33950 | 651036360 | 501(C)(3) | $18,016 | $0 | CIVIC, SOCIAL SERVICES & WELFARE |
| ECHO INC | ||||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | 237275283 | 501(C)(3) | $15,000 | $0 | ENVIRONMENTAL & HISTORIC |
| SOUTHEASTERN GUIDE DOGS | ||||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | 592252352 | 501(C)(3) | $15,000 | $0 | ANIMAL WELFARE |
| THE ACADEMY CHARLOTTE COUNTY PUBLIC SCHOOLS | ||||||||
| 18300 COCHRAN BLVD | PORT CHARLOTTE | FL | 33948 | 999999999 | 501(C)(3) | $15,000 | $0 | EDUCATION |
| CANINE CASTAWAYS INC | ||||||||
| PO BOX 3295 | ARCADIA | FL | 34265 | 200416812 | 501(C)(3) | $13,230 | $0 | ENVIRONMENTAL & HISTORIC |
| SUNCOAST HUMANE SOCIETY | ||||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34224 | 237174193 | 501(C)(3) | $13,230 | $0 | ENVIRONMENTAL & HISTORIC |
| HOME BASE FLORIDA VETERAN AND FAMILY CARE | ||||||||
| 10501 FGCU BLVD S | FT MYERS | FL | 33965 | 041564655 | 501(C)(3) | $12,500 | $0 | CIVIC |
| PUNTA GORDA SYMPHONY INC | ||||||||
| PO BOX 511047 | PUNTA GORDA | FL | 33951 | 592029342 | 501(C)(3) | $11,000 | $0 | ARTS & CULTURE |
| SOUTHERN COAST K9 INC | ||||||||
| 690 META LANE | NEW SMYRNA BEACH | FL | 32168 | 273253302 | $10,500 | $0 | CIVIC; PURCHASE OF POLICE DOG FOR CHARLOTTE COUNTY SHERRIFF'S K9 UNIT | |
| FIRST PRESBYTERIAN CHURCH OF PORT CHARLOTTE | ||||||||
| 2230 HARIET STREET | PORT CHARLOTTE | FL | 33952 | 591835089 | 501(C)(3) | $10,000 | $0 | FOUNDATIONS & PARTNERSHIPS - COMMUNITY GRANTS |
| LOVELAND CENTER INC | ||||||||
| 4075 TAMIAMI TRAIL | PORT CHARLOTTE | FL | 33952 | 591011392 | 501(C)(3) | $10,000 | $0 | SOCIAL SERVICES & WELFARE |
| ST CHARLES BORROMEO CATHOLIC SCHOOL | ||||||||
| 21505 AUGUSTA AVENUE | PORT CHARLOTTE | FL | 33952 | 590954766 | 501(C)(3) | $10,000 | $0 | EDUCATION |
| THE LEGACY FOUNDATION AT SHELL POINT INC | ||||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C)(3) | $9,808 | $0 | SOCIAL SERVICES & WELFARE |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | 133433452 | 501(C)(3) | $9,314 | $0 | HEALTH & MEDICAL |
| GILSTAD LITERACY FOUNDATION | ||||||||
| 312 SULLIVAN STREET | PUNTA GORDA | FL | 33950 | 872787392 | 501(C)(3) | $8,575 | $0 | EDUCATION |
| EMPORIA STATE UNIVERSITY FOUNDATION | ||||||||
| 1500 HIGHLAND STREET | EMPORIA | KS | 66801 | 486088461 | 501(C)(3) | $8,000 | $0 | EDUCATION |
| NOEL NEIGHBORHOOD MINISTRIES INC | ||||||||
| 520 HERNDON STREET | SHREVEPORT | LA | 71101 | 581698611 | 501(C)(3) | $8,000 | $0 | SOCIAL SERVICES & WELFARE, HEALTH & MEDICAL |
| RESTORING OAKS INC | ||||||||
| 3280 36 TAMIAMI TRAIL 255 | PORT CHARLOTTE | FL | 33952 | 843907258 | 501(C)(3) | $7,500 | $0 | BOARD DEVELOPMENT GRANT |
| LEMON BAY CONSERVANCY INC | ||||||||
| 1765 MANOR RD UNIT A | PLACIDA | FL | 34223 | 596510980 | 501(C)(3) | $6,800 | $0 | SOCIAL SERVICES & WELFARE |
| SWEET SPARKMAN ARCHITECTS | ||||||||
| 1819 MAIN STREET STE 400 | SARASOTA | FL | 34236 | 542081005 | $6,063 | $0 | DESIGN OF BEIRUT PEACEKEEPERS MEMORIAL TOWER MONUMENT | |
| CHARLOTTE COUNTY ART GUILD INC DBA THE VISUAL ARTS CENTER | ||||||||
| 210 MAUD STREET | PUNTA GORDA | FL | 33950 | 596192800 | 501(C)(3) | $6,000 | $0 | ARTS, CULTURE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 47 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 46 | RecipientCnt |
| Cash Grant | $166,800 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THEY ARE REQUIRED TO SUBMIT AN INTERIM REPORT AND A FINAL REPORT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,476 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 VOLUNTEERS | VOLUNTEERS ARE CRITICAL TO THE FOUNDATION AS THEY PROVIDE COMMUNITY PERSPECTIVES AND ACCOUNTABILITY AND MAKE POSSIBLE THE WORK OF THE ORGANIZATION IN ALL ASPECTS. THE CORE COMMITTEES OF THE BOARD OF DIRECTORS, FINANCE & AUDIT, AND REVIEWERS FOR GRANTS AND SCHOLARSHIPS ARE ALL VOLUNTEERS FROM THE COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S BOARD OF DIRECTORS RECEIVED AND REVIEWED THE FORM 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS POLICY RECOGNIZES THAT BOTH REAL AND APPARENT CONFLICTS OF INTEREST AND DUALITIES OF INTEREST (HEREINAFTER REFERRED TO AS CONFLICTS) SOMETIMES OCCUR IN THE COURSE OF CONDUCTING THE CORPORTION'S DAILY AFFAIRS. A CONFLICT, AS USED IN THIS POLICY, REFERS ONLY TO THE PERSONAL, PROPRIETARY INTERESTS OF THE PERSONS COVERED BY THIS POLICY AND THEIR CLOSE PERSONAL RELATIONSHIPS AND NOT TO PHILOSOPHICAL OR PROFESSIONAL DIFFERENCES IN OPINION. CONFLICTS OCCUR BECAUSE THE MANY PERSONS ASSOCIATED WITH THE CORPORATION SHOULD BE EXPECTED TO HAVE AND DO IN FACT GENERALLY HAVE MULTIPLE INTERESTS AND AFFILIATIONS AND VARIOUS POSITIONS OF RESPONSIBILITY WITHIN THE COMMUNITY. SOMETIMES A PERSON WILL OWE IDENTICAL DUTIES TO TWO OR MORE ORGANIZATIONS CONDUCTING SIMILAR ACTIVITIES. CONFLICTS ARE UNDESIREABLE BECAUSE THEY POTENTIALLY OR APPARENTLY PLACE THE INTERESTS OF OTHERS AHEAD OF THE CORPORATION'S OBLIGATIONS TO ITS CORPORATE PURPOSES AND TO PUBLIC INTEREST. CONFLICTS ARE ALSO UNDESIRABLE BECAUSE THEY OFTEN REFLECT ADVERSELY UPON THE PERSONS INVOLVED AND UPON THE INSTITUTIONS WITH WHICH THEY ARE AFFILIATED, REGARDLESS OF THE ACTUAL FACTS OR MOTIVATIONS OF THE PARTIES. HOWEVER, THE LONG-RANGE BEST INTERESTS OF THE CORPORATION DO NOT REQUIRE THE TERMINATION OF ALL ASSOCIATION WITH PERSONS WHO MAY HAVE REAL OR APPARENT CONFLICTS IF A PRESCRIBED AND EFFECTIVE METHOD CAN RENDER SUCH CONFLICTS HARMLESS TO ALL CONCERNED. THEREFORE, THE CORPORATION'S AFFIRMATIVE POLICY SHALL BE TO REQUIRE THAT ALL ACTUAL OR APPARENT CONFLICTS BE DISCLOSED PROMPTLY AND FULLY TO ALL NECESSARY PARTIES AND TO PROHIBIT SPECIFIED INVOLVEMENT IN THE AFFAIRS OF THE CORPORATION BY PERSONS HAVING SUCH CONFLICTS. THIS POLICY SHALL APPLY TO THE DIRECTORS, OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, INCLUDING ADVISORY COUNCIL MEMBERS, OFFICE VOLUNTEERS AND INDEPENDENT CONTRACTOR PROVIDERS OF SERVICES AND MATERIALS. THE CORPORATION'S MANAGEMENT SHALL HAVE THE AFFIRMATIVE OBLIGATION TO PUBLICIZE PERIODICALLY THIS POLICY TO ALL SUCH PARTIES. DISCLOSURE OF ALL CONFLICTS TO EACH PERSON TO WHOM THIS POLICY APPLIES SHALL DISCLOSE ALL REAL AND APPARENT CONFLICTS, WHICH HE/SHE DISCOVERS OR HAS BROUGHT TO HIS/HER ATTENTION IN CONNECTION WITH THE CORPORATIONS ACTIVITIES. DISCLOSURE AS USED IN THIS POLICY SHALL MEAN PROVIDING PROMPTLY TO THE APPROPRIATE PERSONS A WRITTEN DESCRIPTION OF THE FACTS COMPRISING THE REAL OR APPARENT CONFLICT. ALL DISCLOSURE NOTICES RECEIVED HEREUNDER SHALL BE NOTED FOR THE RECORD IN THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS. PRESCRIBED ACTIVITY BY PERSONS HAVING CONFLICTS WHEN A DIRECTOR, OFFICER, AGENT OR EMPLOYEE BELIEVES THAT HE/SHE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY MIGHT HAVE OR DOES HAVE A REAL OR APPARENT CONFLICT, HE/SHE SHALL, IN ADDITION TO MAKING THE REQUIRED DISCLOSURE, ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER SIMILAR DIRECT ACTION ON BEHALF OF THE CORPORATION WHERE THE CONFLICT MIGHT PERTAIN, BUT SHALL NOT BE PRECLUDED FROM DEBATE OR OTHER SIMILAR INVOLVEMENT ON BEHALF OF THE CORPORATION. WHEN ANY PERSON REQUESTS IN WRITING, OR UPON ITS OWN INITIATIVE, THE BOARD AT ANY TIME MAY ESTABLISH FURTHER GUIDELINES CONSISTENT WITH THE INTERESTS OF THE CORPORATION FOR THE RESOLUTION OF ANY REAL OR APPARENT CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: CCF'S CEO IS EVALUATED ON AN ANNUAL BASIS, AS FOLLOWS: THE QUALITATIVE PERFORMANCE EVALUATION SHALL BE PRESENTED TO THE BOARD OF DIRECTORS DURING THE JULY BOARD OF DIRECTORS MEETING AND PRESENTED TO THE CEO NO LATER THAN 30 DAYS FOLLOWING THE BOARD'S APPROVAL. THE BOARD CHAIR SHALL DESIGNATE AND CONVENE A REVIEW COMMITTEE IN JUNE, WHICH MAY INCLUDE THE EXECUTIVE COMMITTEE AND/OR OTHER MEMBERS OF THE BOARD. IF THE CHAIR CHOOSES NOT TO UTILIZE A COMMITTEE, THE BOD SHALL BE CONSIDERED THE COMMITTEE FOR PURPOSES OF PERFORMANCE EVALUATION OF THE CEO. THE COMMITTEE SHALL FIRST MEET WITH THE CEO, INDIVIDUALLY OR AS A GROUP, TO IDENTIFY ANY SPECIFIC ISSUES, CONCERNS, OR OTHER CONDITIONS THAT MAY NOT BE GENERAL KNOWLEDGE TO ALL MEMBERS OF THE COMMITTEE. THE CEO WILL COMPLETE A PERFORMANCE EVALUATION FORM, PROVIDING A PERSONAL SELF-EVALUATION, WHICH SHALL BE PROVIDED TO COMMITTEE MEMBERS. COMMITTEE MEMBERS WILL THEN COMPLETE A PERFORMANCE EVALUATION FORM, PROVIDING RANKINGS AND COMMENTS ON BOTH PROFESSIONAL AND PERSONAL PERFORMANCE FACTORS. AREAS TO BE ADDRESSED IN THE PERFORMANCE EVALUATION FORM SHALL INCLUDE: PROFESSIONAL FACTORS: STRATEGIC PLANNING AND EXECUTION; GOVERNANCE AND COMPLIANCE; ASSET DEVELOPMENT; FINANCIAL MANAGEMENT; COMMUNITY OUTREACH, EDUCATION, MARKETING AND PHILANTHROPY; STAFF MANAGEMENT/OPERATIONS; AND LINKAGE WITH OTHER FUND-RAISING AND PHILANTHROPIC GROUPS. PERSONAL FACTORS: COMMUNICATION; LEADERSHIP; COOPERATION/COLLABORATION; CREATIVITY; INITIATIVE; ANALYSIS; RELIABILITY AND EFFECTIVENESS; ORGANIZATIONAL UNDERSTANDING; PROFESSIONALISM; AND JUDGEMENT. COMMITTEE INPUT WILL BE COMPILED INTO A REPORT WHICH WILL BE PRESENTED AT THE JULY BOARD MEETING TO GAIN AGREEMENT AND RECEIVE ANY ADDITIONAL INPUT FROM THE FULL BOARD. FOLLOWING THIS BOARD MEETING, THE BOARD CHAIR AND VICE CHAIR WILL SHARE THE RESULTS OF THE QUALITATIVE PERFORMANCE REVIEW WITH THE CEO, WHO SHALL SIGN THE EVALUATION AS CONFIRMATION THAT IT WAS RECEIVED. A QUANTITATIVE EVALUATION OCCURS IN THE FIRST QUARTER OF THE SUBSEQUENT YEAR, FOLLOWING THE CLOSURE OF THE FOUNDATION'S FY FINANCIALS IN JANUARY. ANY POTENTIAL BONUS COMPENSATION MAY BE AWARDED UPON COMPLETION OF THE QUANTITATIVE EVALUATION. AT THE START OF EACH FISCAL YEAR, THE CEO SHOULD WORK WITH THE EXECUTIVE COMMITTEE TO ESTABLISH KEY PERFORMANCE INDICATORS FOR THE COMING YEAR. USING THE STRATEGIC PLAN AS A STARTING POINT, THIS DIALOGUE SHOULD PRODUCE AN INITIAL SET OF AGREED-UPON WEIGHTED KEY PERFORMANCE INDICATORS AND ASSOCIATED MEASUREMENTS. UPON REVIEWING AND AMENDING THE GOALS, IF NEEDED, THE FINAL SET SHALL BE DISCUSSED AND APPROVED BY THE FULL BOARD. KEY PERFORMANCE INDICATOR AREAS OF EMPHASIS SHALL INCLUDE: FINANCE AND ADMINISTRATION, FUNDRAISING, MARKETING AND COMMUNICATIONS, HUMAN RESOURCES/OPERATIONS. UPON CLOSURE OF CCF'S FY FINANCIALS IN JANUARY AND BEFORE THE CEO'S QUANTITATIVE REVIEW, THE EXECUTIVE COMMITTEE SHALL REVIEW THE KEY PERFORMANCE INDICATORS AND CEO'S PROGRESS AGAINST THEM. THE COMMITTEE SHALL ASSESS IF AND HOW THE CEO MET OR EXCEEDED THESE MEASURES AND IDENTIFY AREAS THAT REQUIRE CLOSER ATTENTION. REVISIONS TO THE GOALS ESTABLISHED MAY BE MADE AT THIS TIME IN LIGHT OF CHANGED CIRCUMSTANCES, SUCH AS RAPIDLY CHANGING BUSINESS CONDITIONS. LINE 15B: THE CEO AND DIRECT SUPERVISORS CONDUCT ANNUAL PERFORMANCE REVIEWS WITH KEY EMPLOYEES ON THEIR ANNIVERSARY DATE OF HIRE OR PROMOTION TO A NEW ROLE. BASED ON OVERALL PERFORMANCE (GOALS ARE ESTABLISHED IN ADVANCE) DIRECT SUPERVIORS MAKE A RECOMMENDATION TO THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | AGENCY REVENUES -211,343. AGENCY EXPENSES 197,916. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 98,029. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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