2020-07-13T09:15:26-05:00 2019-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S GETTYS PRESIDENT/CEO 2699450526 2020-07-09 1 TINA M PETERS CPA P00904574 2695674500 2020-07-09 73.144.97.93 2020-07-09 15:40:14 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 737380BCD7AD51223FD12A91753DF01CE9F34789 2018 2021-01-29 14:40:06Z BONNIE S GETTYS 231 SOUTH BROADWAY HASTINGS MI 49058 6101512 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 19 150 0 0 2957094 2982497 0 0 676634 1169651 116016 132937 3749744 4285085 1602347 1746992 0 0 362006 419610 0 0 235724 522725 367244 2487078 2533846 1262666 1751239 35526937 37524713 320183 2894783 35206754 34629930 THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES. 0 0 2056266 1746992 0 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. 2056266 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 9 0 1 19 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 FRED JACOBS CHAIR 10.00 6.00 X X 0 0 0 DIANE GAERTNER VICE CHAIR 8.00 6.00 X X 0 0 0 BARBARA CASE SECRETARY 5.00 0.00 X X 0 0 0 DAVID COLEMAN TREASURER 8.00 0.00 X X 0 0 0 KORIN AYERS DIRECTOR 4.00 0.00 X 0 0 0 CHERYL BOWER DIRECTOR 4.00 0.00 X 0 0 0 TURNER HALLE DIRECTOR 1.00 0.00 X 0 0 0 SCOTT MCKEOWN DIRECTOR 4.00 0.00 X 0 0 0 KIM NORRIS DIRECTOR 4.00 4.00 X 0 0 0 ROBERT PERINO DIRECTOR 4.00 4.00 X 0 0 0 DAVID SOLMES DIRECTOR 4.00 4.00 X 0 0 0 SHAUNA SWANTEK DIRECTOR 4.00 4.00 X 0 0 0 MARCIA SZUMOWSKI DIRECTOR 4.00 0.00 X 0 0 0 BONNIE GETTYS PRESIDENT 40.00 5.00 X 103058 0 8733 ANNIE HALLE VICE PRESIDENT OPERATIONS 40.00 15.00 X 56790 0 3614 159848 0 12347 1 0 0 0 0 22926 23250 2936321 733660 2982497 705389 705389 2273616 1809354 464262 464262 464262 33127 23250 7073 26054 26054 MISCELLANEOUS 900099 106883 106883 106883 4285085 0 0 1302588 1446570 1446570 300422 300422 215932 102208 39188 74536 164022 88173 56307 19542 2655 1194 1461 7776 3322 4131 323 29225 12422 9776 7027 99203 99203 46209 46209 46589 10643 24496 11450 17345 17345 38053 17885 9513 10655 22817 15864 6953 5234 5234 9972 43289 -59106 25789 8662 8662 MEMBERSHIPS/SUBSCRIPTIO 21696 21696 LEADERSHIP BARRY COUNTY 16537 16537 TRAINING 11291 7455 3836 DIRECT FUND EXPENSES 9147 5527 3284 336 14489 619 6498 7372 2533846 2056266 241856 235724 2510483 1999895 2058315 1441090 89916 397501 39056 37679 4369 1377 23302862 25945223 6210225 6397671 1172974 1112956 177793 229000 35526937 37524713 54138 80029 100350 118550 165695 2696204 320183 2894783 X 34821189 33898257 319980 666088 65585 65585 35206754 34629930 35526937 37524713 X 1751239 179426 -2511402 3913 X X 0 1 X 1 0 X 2195653 4193448 4787096 2957094 2982497 17115788 2195653 4193448 4787096 2957094 2982497 17115788 4847236 12268552 1064905 455604 363312 525061 705389 3114271 31858 82514 81333 122479 140010 458194 20688253 0.59300 0.62700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 31,658. 2015 AMOUNT: $ 52,184. 2016 AMOUNT: $ 59,024. 2017 AMOUNT: $ 101,560. 2018 AMOUNT: $ 106,883. FUNDRAISING - 2014 AMOUNT: $ 200. 2015 AMOUNT: $ 30,330. 2016 AMOUNT: $ 22,309. 2017 AMOUNT: $ 20,919. 2018 AMOUNT: $ 33,127. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 301 1553125 1892283 782278 1449223 1966149 36643252 1 1 31813643 2945371 1183819 2473064 33469769 30048899 2759230 1159855 2154341 31813643 27827155 4610581 2226750 2104185 2511402 30048899 26267710 4238970 -525744 2153781 27827155 25466127 2508783 3647 1710847 26267710 0.99760 0.00200 0.00040 0 0 39056 37679 1377 1377 ALTERNATIVE INVESTMENTS 6397671 F 6397671 ANNUITY OBLIGATIONS 25536 KICKSTART TO CAREER - OTHER LIABILITIES 162162 FUND HELD AS AGENCY 2508506 2696204 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 THUS THE TRANSACTIONS BE RECORDED AS AGENCY TRANSACTIONS. TO MATCH ENDOWMENT FUND CLASSIFICATIONS ON THE AUDITED FINANCIAL STATEMENTS, A PRIOR PERIOD ADJUSTMENT FOR $2,511,402 WAS APPLIED TO NET ASSETS STARTING IN THE YEAR 2017 (COLUMN C) ON LINE 1E. BEGINNING AND END OF YEAR TOTALS FOR COLUMNS A AND B WERE ADJUSTED ACCORDINGLY. 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 2527347 0 0 0 0 0 0 2527347 0 2527347 1 0 1 0 0 0 GOLF OUTING 56377 23250 33127 361 5000 578 1134 56377 23250 33127 361 5000 578 1134 7073 26054 1 BARRY CAREER ACCESS NETWORK 535 W WOODLAWN AVE HASTINGS MI 49058 381717620 GOVERNMENTAL 12600 N/A N/A RENOVATION OF BUS FOR MOBILE LIBRARY BARRY COMMUNITY ENRICHMENT CENTER 231 SOUTH BROADWAY HASTINGS MI 49058 453815583 501(C)(3) 100000 N/A N/A SUPPLIES FOR BUILDING HABITAT HOUSES BARRY COUNTY CHAMBER OF COMMERCE 221 W STATE ST HASTINGS MI 49058 380633630 501(C)(6) 8800 N/A N/A IMAGINATION LIBRARY LIGHTHOUSE ON THE LAKE CENTER INC 1117 W GREEN STREET HASTINGS MI 49058 383740488 501(C)(3) 5472 N/A N/A SUPPORT OF ENVIRONMENTAL CURRICULUM BARRY COUNTY UNITED WAY 231 SOUTH BROADWAY HASTINGS MI 49058 386062803 501(C)(3) 221086 N/A N/A CURRICULUM COST SUPPORT BLUE LAKE FINE ARTS CAMP 300 E CRYSTAL LAKE TD TWIN LAKE MI 49457 381811838 501(C)(3) 2000 N/A N/A SUPPORT OF DOMESTIC VIOLENCE SHELTER CITY OF HASTINGS 225 E STATE STREET HASTINGS MI 49058 386004562 GOVERNMENTAL 81000 N/A N/A SUPPORT OF PUBLIC LIBRARY PROGRAMS COMMUNITY ACTION AGENCY OF S CENTRAL MI PO BOX 1026 BATTLE CREEK MI 49016 381794361 501(C)(3) 45000 N/A N/A SCHOLARSHIP FUND CONTRIBUTIONS DELTON AREA ROTARY PO BOX 536 DELTON MI 49046 382441009 501(C)(4) 22500 N/A N/A SCHOLARSHIP FOR CAREER TECH EDUCATION DELTON KELLOGG SCHOOLS 327 NORTH GROVE STREET DELTON MI 49046 386000445 GOVERNMENTAL 54283 N/A N/A COLLEGE SCHOLARSHIPS FOR HASTINGS GRADUATES FRIENDS OF LAKE ODESSA COMMUNITY LIBRARY 1007 4TH AVE LAKE ODESSA MI 48849 382701222 501(C)(3) 12393 N/A N/A SUPPORT FOR THE ARTS IN BARRY COUNTY GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 29021 N/A N/A GENERAL SUPPORT HABITAT FOR HUMANITY BARRY COUNTY PO BOX 234 HASTINGS MI 49058 382885664 501(C)(3) 7442 N/A N/A GENERAL SUPPORT HASTINGS AREA SCHOOL SYSTEM 232 W GRAND HASTINGS MI 49058 386000437 GOVERNMENTAL 21693 N/A N/A SUPPORT OF PROGRAMS AND SERVICES TO MOST NEEDY HASTINGS EDUCATION ENRICHMENT FOUNDATION PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 23485 N/A N/A CURRICULUM COST SUPPORT HASTINGS PUBLIC LIBRARY 227 E STATE ST HASTINGS MI 49058 382612429 501(C)(3) 17171 N/A N/A SUPPORT OF PUBLIC LIBRARY PROGRAMS JORDAN LAKE TRAIL BOARD 1412 JORDAN LAKE RD LAKE ODESSA MI 48849 461035910 501(C)(3) 12393 N/A N/A GENERAL SUPPORT LAKE ODESSA AREA HISTORICAL SOCIETY 1117 EMERSON ST LAKE ODESSA MI 48849 382760783 501(C)(3) 37179 N/A N/A GENERAL SUPPORT MANNA'S MARKET INC PO BOX 18 WOODLAND MI 48897 208232602 501(C)(3) 7708 N/A N/A SUPPORT THE PROGRAMS AND SERVICES ASSOCIATED WITH THIS FOOD PANTRY MAPLE VALLEY MEMORIAL SCHOLARSHIP FOUNDATION 9752 EVART RD NASHVILLE MI 49073 382700548 501(C)(3) 49490 N/A N/A GENERAL SUPPORT MAPLE VALLEY SCHOOLS 11090 NASHVILLE HWY VERMONTVILLE MI 49096 381079540 GOVERNMENTAL 43136 N/A N/A ASSISTANCE TO STUDENTS OF MAPLE VALLEY SCHOOLS WITH CHARITABLE NEEDS PIERCE CEDAR CREEK INSTITUTE 701 W CLOVERDALE RD HASTINGS MI 49058 382820095 501(C)(3) 8000 N/A N/A SUPPORT OF ENVIRONMENTAL CURRICULUM SERENITY VILLAGE OF BARRY COUNTY PO BOX 414 HASTINGS MI 49058 472218956 501(C)(3) 150000 N/A N/A GENERAL SUPPORT SPECTRUM HEALTH FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 382752328 501(C)(3) 276419 N/A N/A GENERAL SUPPORT ST ROSE CHURCH 805 SOUTH JEFFERSON HASTINGS MI 49058 381405289 501(C)(3) 8489 N/A N/A GENERAL SUPPORT THORNAPPLE ARTS COUNCIL OF BARRY COUNTY 231 SOUTH BROADWAY HASTINGS MI 49058 382744924 501(C)(3) 36169 N/A N/A SUPPORT FOR THE ARTS IN BARRY COUNTY TK SCHOOLS 10375 GREEN LAKE ROAD MIDDLEVILLE MI 49333 386000489 GOVERNMENTAL 22075 N/A N/A SUPPORT THE EDUCATION SYSTEMS AND SPECIAL PROJECTS YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 62887 N/A N/A GENERAL SUPPORT 26 2 SCHOLARSHIPS 43 299922 N/A N/A CASH AWARDS FOR LITERARY CONTEST 15 500 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 4 733660 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): AMOUNT REPORTED IS THE NUMER OF ITEMS CONTRIBUTED. 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 2019. 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 XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -3,089. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 4,106. NET AGENCY INCOME/SUPPORT EXPENSES 2,896. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. 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