2022-04-05T05:44:56-05:00 2021-06-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2020-07-01 650024030 THE COMMUNITY FOUNDATION - MARTIN/ST LUCIE INC COMM 7722883795 851 SE MONTEREY COMMONS BLVD STUART FL 34994 ELLYN STEVENSON CHAIR 7722883795 2022-04-04 1 ELLYN STEVENSON 999009999 THOMAS A PENCE JR P00141013 5618329292 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ELLYN STEVENSON 1 NE LAGOON ISLAND COURT STUART FL 34996 15215378 0 X WWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG X 1988 FL THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES. 13 13 3 19 0 0 4303135 7716714 0 0 1714150 1388627 395016 461036 6412301 9566377 2091013 3200492 0 0 326567 354049 0 0 22877 925053 1331537 3342633 4886078 3069668 4680299 21880926 30425474 351701 477236 21529225 29948238 X THE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. 0 0 4546358 3200492 SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. 4546358 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 3 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 0 1 1 1 1 1 1 1 0 0 FL X ELIZABETH BARBELLA 7722883795 851 SE MONTEREY COMMONS BLVD STUART FL 34994 JOHN DOODY VICE CHAIR 3.00 X X 0 0 0 JACK FORDE VICE CHAIR 3.00 X X 0 0 0 KENNETH A NORMAN IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 JOSEPH J PASKOSKI III TREASURER 3.00 X X 0 0 0 ELLYN STEVENSON CHAIR 3.00 X X 0 0 0 THEORA G WEBB SECRETARY 3.00 X X 0 0 0 NANCY CROWDER-MCCOY DIRECTOR 2.00 X 0 0 0 BRIAN E FOSS DIRECTOR 2.00 X 0 0 0 KATE FREIHOFER DIRECTOR 2.00 X 0 0 0 LINDA HOUSTON DIRECTOR 2.00 X 0 0 0 MICHAEL A KELLY DIRECTOR 2.00 X 0 0 0 TOM LYTLE DIRECTOR 2.00 X 0 0 0 GYTHA VON ALDENBRUCK DIRECTOR 2.00 X 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 40.00 X 176300 0 14892 176300 0 14892 1 0 1 0 SPOT ON STRATEGIES LLC 3901 NE SUGARHILL AVENUE JENSEN BEACH FL 34957 STRATEGIC PLANNING FOR GRANTEES 147500 1 46110 7670604 3542985 7716714 404578 404578 6633050 5649001 984049 984049 984049 PHILANTHROPIC ADVISORY FEES 541610 429337 429337 OTHER INCOME 900099 31699 31699 461036 9566377 0 0 1849663 2995652 2995652 204840 204840 181728 127210 45432 9086 113449 79414 28362 5673 37045 25932 9261 1852 21827 15279 5457 1091 429337 429337 70191 35095 35096 162831 162831 62269 56043 3113 3113 13505 9454 3376 675 24831 17381 6208 1242 37764 28323 9441 5023 3767 1256 369 74 295 2677 535 2142 4396 879 3517 PROGRAM SUPPORT 513786 513786 DUES & SUBSCRIPTIONS 2890 2022 723 145 MISCELLANEOUS EXPENSES 1668 1335 333 4886078 4546358 316843 22877 662478 242395 1442002 1705533 10048 47848 19257 7653 14282 11604 19274169 27792617 477947 625477 21880926 30425474 79055 65101 0 1250 46110 0 226536 410885 351701 477236 X 15038508 22404219 6490717 7544019 21529225 29948238 21880926 30425474 4680299 3738714 0 X 0 1 X 1 0 X 329825 1003081 4544479 4303135 7716714 17897234 329825 1003081 4544479 4303135 7716714 17897234 4490426 13406808 242753 279799 330998 408472 404578 1666600 19563834 0.68530 0.71630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 5753629 1875906 7483836 1 1 12902825 37000 3060492 636099 252048 15112170 13102070 125 228253 196467 231156 12902825 13217591 682237 563015 234742 13102071 13035186 956324 531220 242699 13217591 12512827 164461 1022564 435502 229164 13035186 0.82542 0.04073 0.13385 0 0 8914 3152 5762 10343 4501 5842 11604 AGENCY TRANSACTIONS PAYABLE 410885 410885 X 13142260 3738714 3738714 9403546 162831 162831 9566377 4723247 0 4723247 162831 162831 4886078 PART V, LINE 4: THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. 1 ACLU FOUNDATION OF FLORIDA 4343 W FLAGLER STREET SUITE 400 MIAMI FL 33134 136213516 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT ALZHEIMER'S COMMUNITY CARE 800 NORTHPOINT PARKWAY SUITE 101-B WEST PALM BEACH FL 33407 311481653 501(C)(3) 13943 OPERATING AND PROGRAM SUPPORT AMAZON CONSERVATION TEAM 4211 N FAIRFAX DRIVE ARLINGTON VA 22203 541915987 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT AMERICAN CANCER SOCIETY 12810 USF MAGNOLIA DRIVE TAMPA FL 33612 131788491 501(C)(3) 6387 OPERATING AND PROGRAM SUPPORT ARTS COUNCIL OF MARTIN COUNTY 80 SE OCEAN BLVD STUART FL 34994 592015691 501(C)(3) 18950 OPERATING AND PROGRAM SUPPORT BANNER LAKE CLUB INC 12212 SE LANTANA AVENUE HOBE SOUND FL 33455 591093236 501(C)(3) 67500 OPERATING AND PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF PALM BEACH & MARTIN COUNTY 1700 KIRK ROAD WEST PALM BEACH FL 33406 592676889 501(C)(3) 12000 OPERATING AND PROGRAM SUPPORT BOYS & GIRLS CLUB OF MARTIN COUNTY 11500 SE LARES AVENUE HOBE SOUND FL 33455 650253002 501(C)(3) 49000 OPERATING AND PROGRAM SUPPORT BOYS & GIRLS CLUB OF ST LUCIE COUNTY 3104 AVENUE J FORT PIERCE FL 34947 650505369 501(C)(3) 347500 OPERATING AND PROGRAM SUPPORT BROOKGREEN GARDENS PO BOX 3363 PAWLEYS ISLAND SC 29585 570380356 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT C R JRS CHIP INC 5370 SCHENLEY DRIVE PITTSBURGH PA 15217 010867393 501(C)(3) 50000 OPERATING AND PROGRAM SUPPORT CARING FIELDS FELINES INC 6807 SW WEDELIA TERRACE PALM CITY FL 34990 651015367 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT CENTENARY UNITED METHODIST CHURCH 14501 BEDFORD ROAD NE CUMBERLAND MD 21502 311813333 501(C)(3) 14279 OPERATING AND PROGRAM SUPPORT CHABAD JEWISH CENTER OF MARTIN-ST LUCIE COUNTY INC 2809 SW SUNSET TRAIL PALM CITY FL 34990 650896121 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT CHILDREN'S GOLF FOUNDATION INC 7301 N HAVERHILL ROAD RIVIERA BEACH FL 33407 650262208 501(C)(3) 102500 OPERATING AND PROGRAM SUPPORT CHILDREN'S HOPE ALLIANCE PO BOX 98 BANNER ELK NC 28604 383672492 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT COUNCIL ON AGING OF MARTIN COUNTY INC 900 SE SALERNO ROAD STUART FL 34997 521007762 501(C)(3) 63319 OPERATING AND PROGRAM SUPPORT DES MOINES SCHOOL DISTRICT 2323 GRAND AVENUE DES MOINES IA 50312 426001433 501(C)(3) 10094 OPERATING AND PROGRAM SUPPORT DUNBAR EARLY LEARNING CENTER INC 12100 SE LANTANA AVENUE HOBE SOUND FL 33455 650216826 501(C)(3) 26750 OPERATING AND PROGRAM SUPPORT END IT CORPORATION 804 S 6TH STREET FORT PIERCE FL 34950 272859310 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT EDUCATION FOUNDATION OF MARTIN COUNTY PO BOX 291 STUART FL 34995 650304639 501(C)(3) 13800 OPERATING AND PROGRAM SUPPORT FAMILY MEALS INC 4816 SUNSET BLVD FORT PIERCE FL 34982 455337131 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 440610626 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT FIRST TEE OF NEW HAMPSHIRE INC 22 NORTH ROAD NORTH HAMPTON NH 03862 010749557 501(C)(3) 45000 OPERATING AND PROGRAM SUPPORT FIRST UNITED METHODIST CHURCH OF STUART 1500 S KANNER HIGHWAY STUART FL 34994 590816465 501(C)(3) 16600 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 240400 OPERATING AND PROGRAM SUPPORT FRIENDS OF THE LYRIC INC 59 SW FLAGLER AVENUE STUART FL 34994 650016846 501(C)(3) 165000 OPERATING AND PROGRAM SUPPORT GARRETT COUNTY MARYLAND COMMUNITY ACTION COMMITTEE INC 104 E CENTER STREET OAKLAND MD 21550 520820662 501(C)(3) 5044 OPERATING AND PROGRAM SUPPORT GRACE WAY VILLAGE 1780 HARTMAN ROAD FORT PIERCE FL 34947 270890615 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT GUARDIANS FOR NEW FUTURES 776 SW MUNJACK CIRCLE PORT ST LUCIE FL 34986 650117004 501(C)(3) 32231 OPERATING AND PROGRAM SUPPORT HABITAT FOR HUMANITY OF MARTIN COUNTY INC 2090 NW FEDERAL HWY STUART FL 34994 592816698 501(C)(3) 15000 OPERATING AND PROGRAM SUPPORT HANDS OF ST LUCIE COUNTY 3855 S US HIGHWAY 1 SUITE B FORT PIERCE FL 34982 263945016 501(C)(3) 37171 OPERATING AND PROGRAM SUPPORT HEALTHY START COALITION OF ST LUCIE COUNTY INC 117 ATLANTIC AVENUE FORT PIERCE FL 34950 650466549 501(C)(3) 31000 OPERATING AND PROGRAM SUPPORT HELPING PEOPLE SUCCEED 1601 NE BRAILLE PLACE JENSEN BEACH FL 34957 591051699 501(C)(3) 24975 OPERATING AND PROGRAM SUPPORT HIBISCUS CHILDREN'S CENTER FOUNDATION INC PO BOX 1406 JENSEN BEACH FL 34958 650411920 501(C)(3) 11000 OPERATING AND PROGRAM SUPPORT HISTORICAL SOCIETY OF MARTIN COUNTY INC 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 67500 OPERATING AND PROGRAM SUPPORT HOPE CENTER FOR AUTISM 2580 SE WILLOUGHBY BLVD STUART FL 34994 800099451 501(C)(3) 26400 OPERATING AND PROGRAM SUPPORT HUMANE SOCIETY OF THE TREASURE COAST INC 4100 SW LEIGHTON FARM AVENUE PALM CITY FL 34990 590774235 501(C)(3) 9787 OPERATING AND PROGRAM SUPPORT JESUS HOUSE OF HOPE INC 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 186881 OPERATING AND PROGRAM SUPPORT LIBRARY FOUNDATION OF MARTIN COUNTY 2351 SE MONTEREY ROAD STUART FL 34996 650315112 501(C)(3) 26350 OPERATING AND PROGRAM SUPPORT LIFEBUILDERS OF THE TREASURE COAST INC 217 AVENUE A FORT PIERCE FL 34950 270628451 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT LIGHT OF THE WORLD CHARITIES 1300 EAST 10TH STREET SUITE B STUART FL 34996 650920003 501(C)(3) 106500 OPERATING AND PROGRAM SUPPORT LINDSAY SCHOOL OF THE ARTS INC 1717 ORANGE AVENUE UNIT 4225 FORT PIERCE FL 34948 832021240 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT LOGGERHEAD MARINE LIFE CENTER INC 14200 US HIGHWAY ONE JUNO BEACH FL 33408 592445926 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT LOVE AND HOPE IN ACTION INC 1760 SE SALERNO ROAD STUART FL 34997 743238584 501(C)(3) 25200 OPERATING AND PROGRAM SUPPORT MARINER SANDS CHAPEL INC 6500 SE CONGRESSIONAL WAY STUART FL 34997 592349297 501(C)(3) 9400 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY HEALTHY START COALITION 963 SE FEDERAL HIGHWAY STUART FL 34994 650359999 501(C)(3) 57516 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY POLICE ATHLETIC LEAGUE INC 1284 SW 34TH STREET PALM CITY FL 34990 821374560 501(C)(3) 27190 OPERATING AND PROGRAM SUPPORT MARTIN HEALTH FOUNDATION INC 2135 SE OCEAN BLVD STUART FL 34996 592343938 501(C)(3) 75975 OPERATING AND PROGRAM SUPPORT MARY'S SHELTER OF THE TREASURE COAST 1033 SE 14TH STREET STUART FL 34996 263714519 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT MUSTARD SEED MINISTRIES OF FORT PIERCE INC 3130 SOUTH US 1 FORT PIERCE FL 34982 650017366 501(C)(3) 34640 OPERATING AND PROGRAM SUPPORT NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 742044647 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT NEW HORIZONS OF THE TREASURE COAST INC 4500 WEST MIDWAY ROAD FORT PIERCE FL 34981 596153749 501(C)(3) 14500 OPERATING AND PROGRAM SUPPORT OCEAN RESEARCH & CONSERVATION ASSOCIATION 1420 SEAWAY DRIVE FORT PIERCE FL 34949 200901011 501(C)(3) 50000 OPERATING AND PROGRAM SUPPORT OKEECHOBEE MAIN STREET INC 55 S PARROT AVENUE OKEECHOBEE FL 34972 650887929 501(C)(3) 26000 OPERATING AND PROGRAM SUPPORT PACE CENTER FOR GIRLS TREASURE COAST 3651 VIRGINIA AVENUE FORT PIERCE FL 34981 592414492 501(C)(3) 36000 OPERATING AND PROGRAM SUPPORT PARENT TO PARTENT OF THE TREASURE COAST INC PO BOX 365 PALM CITY FL 34991 650516361 501(C)(3) 15000 OPERATING AND PROGRAM SUPPORT PLANNED PARENTHOOD OF SOUTH EAST & NORTH FLORIDA 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 31100 OPERATING AND PROGRAM SUPPORT PRINCE OF PEACE LUTHERAN CHURCH 2200 NW FEDERAL HIGHWAY STUART FL 34994 591662529 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT PROJECT LIFT INC 1330 SW 34TH STREET PALM CITY FL 34990 273949112 501(C)(3) 62500 OPERATING AND PROGRAM SUPPORT ROUNDTABLE OF ST LUCIE COUNTY INC 546 NW UNIVERSITY BLVD 204 PORT ST LUCIE FL 34986 205375835 501(C)(3) 57000 OPERATING AND PROGRAM SUPPORT SAFESPACE INC 612 SE DIXIE HIGHWAY STUART FL 34994 591983994 501(C)(3) 144197 OPERATING AND PROGRAM SUPPORT SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 060726487 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT SEMINOLE BOOSTERS INC 403 STADIUM DRIVE BUILDING C SUITE 5100 TALLAHASSEE FL 32304 591561180 501(C)(3) 13000 OPERATING AND PROGRAM SUPPORT SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 362193608 501(C)(3) 5608 OPERATING AND PROGRAM SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 9583 OPERATING AND PROGRAM SUPPORT THE ARC OF MARTIN COUNTY INC 2001 S KANNER HIGHWAY STUART FL 34994 596153484 501(C)(3) 51018 OPERATING AND PROGRAM SUPPORT THE CHILDREN'S MUSEUM OF THE TREASURE COAST PO BOX 2147 STUART FL 34995 651091607 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT THE INNER TRUTH PROJECT 2190 NW RESERVE PARK TRACE 13 PORT ST LUCIE FL 34986 461339062 501(C)(3) 12000 OPERATING AND PROGRAM SUPPORT THE SALVATION ARMY 1424 NE EXPRESSWAY ATLANTA GA 30329 222406433 501(C)(3) 8069 OPERATING AND PROGRAM SUPPORT THE SALVATION ARMY OF MARTIN ST LUCIE & OKEECHOBEE COUNTIES 821 SE MARTIN LUTHER KING JR BLVD STUART FL 34994 132923701 501(C)(3) 14460 OPERATING AND PROGRAM SUPPORT TOWN OF SEWALL'S POINT 1 S SEWALLS POINT ROAD STUART FL 34996 591450728 501(C)(3) 40000 OPERATING AND PROGRAM SUPPORT TREASURE COAST HOSPICE 1201 SE INDIAN STREET STUART FL 34997 592199023 501(C)(3) 8450 OPERATING AND PROGRAM SUPPORT UNITED WAY OF ST LUCIE COUNTY 4800 US 1 FORT PIERCE FL 34982 596212157 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT VOLUNTEERS IN MEDICINE CLINIC INC 417 SE BALBOA AVENUE STUART FL 34994 651115793 501(C)(3) 5100 OPERATING AND PROGRAM SUPPORT 75 SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 35 204840 PART I, LINE 2: SCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS FROM THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OF ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. GRANTS - GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS AND IN CERTAIN CIRCUMSTANCES, A COMPREHENSIVE APPLICATION PROCESS IS REQUIRED. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUNDS USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE SPENT. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 173100 0 3200 0 0 0 4992 0 9900 0 191192 0 0 0 X 20 3542985 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES GREATER HORIZON'S TO MANAGE VARIOUS INVESTMENTS, INCLUDING THE SALE OF SECURITIES DONATED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE, THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE, AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.