2019-05-13T09:49:22-05:00 2018-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2017-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S GETTYS PRESIDENT/CEO 2699450526 2019-03-21 1 TINA M PETERS CPA P00904574 2695674500 2019-03-20 67.59.56.31 2019-03-21 11:27:41 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 83EFED5E510D8D2A21A6A75E150E82EC43196E29 2017 2019-02-21 02:37:17Z BONNIE S GETTYS 231 SOUTH BROADWAY HASTINGS MI 49058 8630076 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. 12 12 16 150 0 0 4787096 2957094 0 0 559337 676634 75331 116016 5421764 3749744 1376002 1602347 0 0 348940 362006 0 0 222368 359507 522725 2084449 2487078 3337315 1262666 33651648 35526937 363769 320183 33287879 35206754 THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES. 0 0 1903315 1602347 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. 1903315 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 0 0 0 0 0 1 1 0 0 0 1 11 0 1 16 1 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 1 1 1 1 1 1 1 1 1 1 0 MI X BONNIE GETTYS 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 SHAUNA SWANTEK CHAIR 2.00 0.50 X X 0 0 0 FRED JACOBS VICE CHAIR 2.00 0.50 X X 0 0 0 DAVID COLEMAN TREASURER 0.50 0.00 X X 0 0 0 BARB CASE SECRETARY 0.50 0.00 X X 0 0 0 KORIN AYERS DIRECTOR 0.50 0.00 X 0 0 0 CHERYL BOWER DIRECTOR 0.50 0.00 X 0 0 0 DIANE GAERTNER DIRECTOR 0.50 0.00 X 0 0 0 SCOTT MCKEOWN DIRECTOR 0.50 0.00 X 0 0 0 KIM NORRIS DIRECTOR 0.50 0.50 X 0 0 0 ROBERT PERINO DIRECTOR 0.50 0.50 X 0 0 0 DAVID SOLMES DIRECTOR 0.50 0.50 X 0 0 0 MARCIA SZUMOWSKI DIRECTOR 0.50 0.00 X 0 0 0 BONNIE GETTYS PRESIDENT 36.00 4.00 X 96471 0 8487 ANNIE HALLE VICE PRESIDENT OPERATIONS 36.00 4.00 X 49169 0 1434 JENNIFER RICHARDS VICE PRESIDENT - PART YEAR 36.00 0.00 X 32788 0 5107 178428 0 15028 0 0 0 0 0 71221 19172 2866701 2957094 525061 525061 5025442 4873869 151573 151573 151573 20919 19172 6463 14456 14456 MISCELLANEOUS 900099 101560 101560 101560 3749744 0 0 792650 1502926 1502926 99421 99421 195655 94996 33476 67183 129599 57352 54566 17681 487 228 132 127 10205 4780 2762 2663 26060 12206 7054 6800 100039 100039 51555 2547 2707 46301 42684 5225 34348 3111 78104 23573 37335 17196 30334 19806 10528 10295 10295 6345 6345 11626 11626 FUND EXPENSES 117762 83296 30013 4453 MEMBERSHIPS/SUBSCRIPTIO 18948 18948 LEADERSHIP BARRY COUNTY 12443 11997 446 TRAINING 8630 4768 -82 3944 33960 10527 23433 2487078 1903315 361395 222368 2534529 2510483 1309900 2058315 89041 89916 31813 27444 10714 4369 23677778 23302862 4673950 6210225 1235973 1172974 119763 177793 33651648 35526937 15516 54138 109400 100350 238853 165695 363769 320183 X 32908691 34821189 313603 319980 65585 65585 33287879 35206754 33651648 35526937 X 1262666 561429 94780 X X 0 1 X 1 0 X 2273009 2195653 4193448 4787096 2957094 16406300 2273009 2195653 4193448 4787096 2957094 16406300 4061599 12344701 515256 1064905 455604 363312 525061 2924138 39357 31858 82514 81333 122479 357541 19687979 0.62700 0.56950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 39,357. 2014 AMOUNT: $ 31,658. 2015 AMOUNT: $ 52,184. 2016 AMOUNT: $ 59,024. 2017 AMOUNT: $ 101,560. FUNDRAISING - 2014 AMOUNT: $ 200. 2015 AMOUNT: $ 30,330. 2016 AMOUNT: $ 22,309. 2017 AMOUNT: $ 20,919. 16 290 142529 2616701 392850 1761491 1280762 33044283 1 1 32560301 2759230 1159855 2154341 34325045 27827155 4610581 2226750 2104185 32560301 26267710 4238970 -525744 2153781 27827155 25466127 2508783 3647 1710847 26267710 21316322 3035452 2522941 1408588 25466127 0.99770 0.00190 0.00040 0 0 31813 27444 4369 4369 ALTERNATIVE INVESTMENTS 6210225 F 6210225 ANNUITY OBLIGATIONS 26993 KICKSTART TO CAREER LIABILITY 138702 165695 4412416 561429 94780 656209 3756207 -6463 -6463 3749744 2493541 6463 6463 2487078 0 2487078 PART V, LINE 4: THE FUNDS ARE INTENDED TO SUPPORT THE BARRY COMMUNITY FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 91,683. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 3,097. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -6,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 6,463. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2321681 0 0 0 0 0 0 2321681 0 2321681 1 0 1 1 1 0 GOLF OUTING 40091 19172 20919 430 5200 446 387 40091 19172 20919 430 5200 446 387 6463 14456 1 B BUS YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 6500 RENOVATION OF BUS FOR MOBILE LIBRARY HABITAT FOR HUMANITY BARRY COUNTY PO BOX 234 HASTINGS MI 49058 382885664 501(C)(3) 7407 SUPPLIES FOR BUILDING HABITAT HOUSES DELTON AREA ROTARY CLUB PO BOX 536 DELTON MI 49046 911992978 501(C)(4) 15538 IMAGINATION LIBRARY PIERCE CEDAR CREEK INSTITUTE 701 W CLOVERDALE RD HASTINGS MI 49058 382820095 501(C)(3) 10500 SUPPORT OF ENVIRONMENTAL CURRICULUM THORNAPPLE KELLOGG HIGH SCHOOL 10375 GREEN LAKE ROAD MIDDLEVILLE MI 49333 386000489 GOVERNMENTAL 16427 CURRICULUM COST SUPPORT GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 15075 SUPPORT OF DOMESTIC VIOLENCE SHELTER HASTINGS PUBLIC LIBRARY 227 E STATE ST HASTINGS MI 49058 386004562 501(C)(3) 17174 SUPPORT OF PUBLIC LIBRARY PROGRAMS DELTON KELLOGG EDUCATION FOUNDATION 231 SOUTH BROADWAY HASTINGS MI 49058 383246131 501(C)(3) 20000 SCHOLARSHIP FUND CONTRIBUTIONS KELLOGG COMMUNITY COLLEGE 450 NORTH AVE BATTLE CREEK MI 49015 386100237 501(C)(3) 20000 SCHOLARSHIP FOR CAREER TECH EDUCATION HASTINGS EDUCATION ENRICHMENT FOUNDATION 525 WEST APPLE STREET HASTINGS MI 49058 382596449 501(C)(3) 24459 COLLEGE SCHOLARSHIPS FOR HASTINGS GRADUATES THORNAPPLE ARTS COUNCIL OF BARRY COUNTY 231 SOUTH BROADWAY HASTINGS MI 49058 382744924 501(C)(3) 36016 SUPPORT FOR THE ARTS IN BARRY COUNTY DELTON KELLOGG BAND BOOSTERS 231 SOUTH BROADWAY HASTINGS MI 49058 383246131 501(C)(3) 38576 GENERAL SUPPORT YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 62871 GENERAL SUPPORT BARRY COUNTY UNITED WAY 231 SOUTH BROADWAY HASTINGS MI 49058 386062803 501(C)(3) 244128 SUPPORT OF PROGRAMS AND SERVICES TO MOST NEEDY DELTON KELLOGG SCHOOLS 327 NORTH GROVE STREET DELTON MI 49046 386000445 GOVERNMENTAL 250000 CURRICULUM COST SUPPORT 13 1 SCHOLARSHIPS 76 98921 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. 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 2018. 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 91,683. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 3,097. 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