2020-02-07T15:35:32-06:00 2019-06-30 341897225 HILL BARTH & KING LLC 1000 SE MONTEREY COMM BLVD STE 101 STUART FL 34996 990 2018-07-01 650024030 THE COMMUNITY FOUNDATION - MARTIN/ST LUCIE INC COMM 7722883795 851 SE MONTEREY COMMONS BLVD STUART FL 34994 ELLYN STEVENSON CHAIRMAN 7722879995 2020-02-06 1 RICHARD P MISHOCK P00759728 7722874480 2020-02-04 198.167.186.164 2020-02-06 14:20:23 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F38BE1B99DA49A15DB6CF486D544BE933B297790 2018 2020-04-17 16:48:07Z ELLYN STEVENSON 1 NE LAGOON ISLAND COURT STUART FL 34996 9604829 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 FUND HOLDERS 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. 12 12 3 24 0 0 1003081 4544478 0 0 564496 760666 308829 349317 1876406 5654461 915408 1641811 0 0 255650 310970 0 0 23160 497888 625017 1668946 2577798 207460 3076663 16839976 19972388 266272 182416 16573704 19789972 THE MISSION OF THE COMMUNITY FOUNDATION MARTIN ST. LUCIE IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. 0 0 2424102 1641811 SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS 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. 2424102 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 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 11 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 ELLYN STEVENSON BOARD CHAIR, DIRECTOR 3.00 X X 0 0 0 JOSEPH PASKOSKI TREASURER, DIRECTOR 3.00 X X 0 0 0 W SCOTT WADE SECRETARY, DIRECTOR 3.00 X X 0 0 0 KEN NORMAN IMMEDIATE PAST CHAIR, DIRECTOR 3.00 X X 0 0 0 BRIAN FOSS DIRECTOR 2.00 X 0 0 0 MICHAEL KELLY DIRECTOR 2.00 X 0 0 0 NANCY CROWDER-MCCOY DIRECTOR 2.00 X 0 0 0 JOHN DOODY VICE CHAIR 2.00 X 0 0 0 GYTHA VON ALDENBRUCK DIRECTOR 2.00 X 0 0 0 JACK FORDE VICE CHAIR 2.00 X 0 0 0 THEORA WEBB DIRECTOR 2.00 X 0 0 0 KATE FREIHOFER DIRECTOR 2.00 X 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 40.00 X 152800 0 20700 152800 0 20700 1 0 1 0 0 4544478 507583 4544478 330998 330998 4380036 3950368 429668 429668 429668 PHILANTHROPIC ADVISORY FEES 541610 349317 349317 349317 5654461 0 0 1109983 1352438 1352438 289373 289373 152800 106960 38200 7640 122055 85438 30514 6103 16868 11808 4217 843 19247 13473 4812 962 349317 349317 61100 42770 15275 3055 74761 67285 3738 3738 16385 11470 4096 819 7852 7852 30859 23144 7715 53392 40044 13348 1876 1876 MISCELLANEOUS EXPENSES 26975 20230 6745 0 DUES AND SUBSCRIPTIONS 2500 2500 0 0 2577798 2424102 130536 23160 622659 490387 16206 60888 20034 3075 5216 16959 16195895 19404154 16839976 19972388 28169 29211 238103 153205 266272 182416 X 13066295 13469077 1750538 4564024 1756871 1756871 16573704 19789972 16839976 19972388 3076663 139605 0 X X 0 1 X 1 0 X 517739 15376 329825 1003081 4544479 6410500 517739 15376 329825 1003081 4544479 6410500 560187 5850313 103523 180843 242753 279799 311142 1118060 7528560 0.77710 0.43600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 948574 430720 2260072 1 1 13217591 0 682237 563015 234742 13102071 13035186 956324 531220 242699 13217591 12512827 164461 1022564 435502 229164 13035186 5094824 8181870 -59510 119510 441121 143726 12512827 1742477 3081544 588023 83565 116113 117542 5094824 0.82870 0.03720 0.13410 0 0 9691 1167 8524 10343 1908 8435 16959 MUTUAL FUNDS - HOKE 15878 F MUTUAL FUNDS - LANGFORD 8732452 F MUTUAL FUNDS - POOLED 10149123 F MUTUAL FUNDS - STEVENSON 506701 F 19404154 X 5794066 139605 139605 5654461 0 5654461 2577798 0 2577798 0 2577798 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 ORGANIZATIONS'S BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 1 AABC FOUNDATION 3123 GOTTSCHALL ROAD PERKIOMENVILLE PA 18074 232778441 501(C)(3) 50000 OPERATING AND PROGRAM SUPPORT ACLU FOUNDATION OF FLORIDA 4343 W FLAGLER STREET MIAMI FL 33134 136213516 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT ALZHEIMER'S COMMUNITY CARE 800 NORTHPOINT PARKWAY SUITE 101-B WEST PALM BEACH FL 33407 311481653 501(C)(3) 32500 OPERATING AND PROGRAM SUPPORT ARTS COUNCIL OF MARTIN COUNTY 80 EAST OCEAN BLVD STUART FL 34994 592015691 501(C)(3) 6000 OPERATING AND PROGRAM SUPPORT ARTS COUNCIL OF MARTIN COUNTY 80 EAST OCEAN BLVD STUART FL 34994 592015691 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT BOYS & GIRLS CLUB OF ST LUCIE COUNTY 3104 AVENUE J FORT PIERCE FL 34947 650505369 501(C)(3) 12000 OPERATING AND PROGRAM SUPPORT BOYS & GIRLS CLUBS OF MARTIN COUNTY 11500 SE LARES AVENUE HOBE SOUND FL 33475 650253002 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT CENTENARY UNITED METHODIST CHURCH 14501 BEDFORD ROAD NE CUMBERLAND MD 21502 311813333 501(C)(3) 14279 OPERATING AND PROGRAM SUPPORT COUNCIL ON AGING OF MARTIN COUNTY INC 900 SE SALERNO ROAD STUART FL 34997 521007762 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) 7615 OPERATING AND PROGRAM SUPPORT ENVIRONMENTAL STUDIES COUNCIL INC 2900 NE INDIAN RIVER DRIVE JENSEN BEACH FL 34957 592209059 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 25500 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 15000 OPERATING AND PROGRAM SUPPORT HEALTHY START COALITION OF ST LUCIE COUNTY INC 117 ATLANTIC AVENUE FORT PIERCE FL 34950 650466549 501(C)(3) 7000 OPERATING AND PROGRAM SUPPORT HEALTHY START COALITION OF ST LUCIE COUNTY INC 117 ATLANTIC AVENUE FORT PIERCE FL 34950 650466549 501(C)(3) 7500 OPERATING AND PROGRAM SUPPORT HELPING PEOPLE SUCCEED 1601 NE BRAILLE PLACE JENSEN BEACH FL 34957 591051699 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT HIBISCUS CHILDREN'S CENTER 2400 NE DIXIE HWY JENSEN BEACH FL 34957 650411920 501(C)(3) 190257 OPERATING AND PROGRAM SUPPORT HISTORICAL SOCIETY OF MARTIN COUNTY INC 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT HISTORICAL SOCIETY OF MARTIN COUNTY INC 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT HISTORICAL SOCIETY OF MARTIN COUNTYELLIOTT MUSEUM 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 25000 OPERATING AND PROGRAM SUPPORT HUMANE SOCIETY OF THE TREASURE COAST INC 4100 SW LEIGHTON FARM AVENUE PALM CITY FL 34990 590774235 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT JESUS HOUSE OF HOPE INC 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 95605 OPERATING AND PROGRAM SUPPORT JESUS HOUSE OF HOPE INC 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT LIFEBUILDERS OF THE TREASURE COAST INC 217 AVENUE A FORT PIERCE FL 34950 270628451 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT LIFEBUILDERS OF THE TREASURE COAST INC 217 AVENUE A FORT PIERCE FL 34950 270628451 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT LIGHT OF THE WORLD CHARITIES 1300 EAST 10TH STREET SUITE B STUART FL 34996 650920003 501(C)(3) 9500 OPERATING AND PROGRAM SUPPORT LIGHT OF THE WORLD CHARITIES 1300 EAST 10TH STREET SUITE B STUART FL 34996 650920003 501(C)(3) 11000 OPERATING AND PROGRAM SUPPORT LIGHT OF THE WORLD CHARITIES 1300 EAST 10TH STREET SUITE B STUART FL 34996 650920003 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS 2351 SE MONTEREY ROAD STUART FL 34996 596000743 501(C)(3) 10670 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY HEALTHY START COALITION 101 SE CENTRAL PARKWAY STUART FL 34994 650359999 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT MARTIN HEALTH FOUNDATION INC 2135 SE OCEAN BLVD STUART FL 34996 592343938 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT MARTIN HEALTH FOUNDATION INC 2135 SE OCEAN BLVD STUART FL 34996 592343938 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT MARTIN HEALTH FOUNDATION INC 2135 SE OCEAN BLVD STUART FL 34996 592343938 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT MARTIN HEALTH FOUNDATION INC 2135 SE OCEAN BLVD STUART FL 34996 592343938 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT OCEAN RESEARCH & CONSERVATION ASSOCIATION 1420 SEAWAY DRIVE FT PIERCE FL 34949 200901011 501(C)(3) 50000 OPERATING AND PROGRAM SUPPORT PLANNED PARENTHOOD OF SOUTH FLORIDA & THE TREASURE COAST 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT PROJECT LIFT INC 1330 SW 34TH STREET PALM CITY FL 34990 273949112 501(C)(3) 54491 OPERATING AND PROGRAM SUPPORT PROJECT LIFT INC 1330 SW 34TH STREET PALM CITY FL 34990 273949112 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT ROUNDTABLE OF ST LUCIE COUNTY INC 546 NW UNIVERSITY BLVD 204 PORT ST LUCIE FL 34986 205375835 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT ROUNDTABLE OF ST LUCIE COUNTY INC 546 NW UNIVERSITY BLVD 204 PORT ST LUCIE FL 34986 205375835 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT ROUNDTABLE OF ST LUCIE COUNTY INC 546 NW UNIVERSITY BLVD 204 PORT ST LUCIE FL 34986 205375835 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT THE ARC OF MARTIN COUNTY INC 2001 SOUTH KANNER HWY STUART FL 34994 596153484 501(C)(3) 36660 OPERATING AND PROGRAM SUPPORT THE INNER TRUTH PROJECT 2190 NW RESERVE PARK TRACE 13 PORT ST LUCIE FL 34986 461339062 501(C)(3) 10500 OPERATING AND PROGRAM SUPPORT THE SALVATION ARMY 1424 NE EXPRESSWAY ATLANTA GA 30329 222406433 501(C)(3) 7615 OPERATING AND PROGRAM SUPPORT THE SALVATION ARMY OF MARTIN COUNTY 821 SE MARTIN LUTHER KING JR BLVD STUART FL 34994 132923701 501(C)(3) 7615 OPERATING AND PROGRAM SUPPORT TYKES & TEENS INC 3577 SW CORPORATE PKWY PALM CITY FL 34990 650570899 501(C)(3) 25500 OPERATING AND PROGRAM SUPPORT TYKES & TEENS INC 3577 SW CORPORATE PKWY PALM CITY FL 34990 650570899 501(C)(3) 100000 OPERATING AND PROGRAM SUPPORT UNION GROVE CAMPGROUND ASSOCIATION MASON ROAD CUMBERLAND MD 21501 833158649 501(C)(3) 86252 OPERATING AND PROGRAM SUPPORT UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34994 237273540 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34994 237273540 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT 51 SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 50 289373 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 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 - 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 FUND 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 152800 0 0 0 0 0 0 0 20700 0 173500 0 0 0 PART I, LINE 3 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. X 8 507583 FAIR MARKET VALUE 0 1 0 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, 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. FORM 990, PART XII, LINE 2C NO CHANGE TO OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.