2018-03-09T14:36:25-06:00 2017-06-30 341897225 HILL BARTH & KING LLC 1000 SE MONTEREY CMNS BLVD 101 STUART FL 349963327 990 2016-07-01 650024030 MARTIN COUNTY COMMUNITY FOUNDATION INC MART 7722883795 789 SW FEDERAL HIGHWAY NO 214 STUART FL 34994 KENNETH NORMAN CHAIRMAN 7722833838 2018-03-09 1 RICHARD P MISHOCK P00759728 7722874480 2018-03-05 74.112.4.164 2018-03-09 15:36:02 ES P 380E0F1D74918205EEE5C96AAEA55968695697F2 81E6D48457B27AC4ACFDCDD928106A84EDD5CD42 2016 2021-01-29 14:40:06Z KENNETH NORMAN 789 SE FEDERAL HIGHWAY 214 STUART FL 34994 1835298 0 X WWW.YOURMCCF.ORG X 1988 FL MARTIN COUNTY COMMUNITY FOUNDATION IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC LEGACY OF OUR DONORS BY ASSISTING WITH RESEARCH ABOUT CAUSES AND NON-PROFIT ORGANIZATIONS THAT EXIST TO BETTER OUR COMMUNITY AND THE WORLD WE LIVE IN. BY SUCCESSFULLY INVESTING OUR CLIENTS CHARITABLE ASSETS WE PRESERVE COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. WE HONOR THE INTENTIONS AND INTERESTS OF OUR DECEASED FUNDHOLDERS BY CARRYING OUT THEIR WISHES THROUGH GRANT MAKING ACTIVITIES. 10 10 2 16 0 0 8197247 329825 0 0 247053 49408 177570 261943 8621870 641176 120074 543493 0 0 141678 181434 0 0 0 323510 447840 585262 1172767 8036608 -531591 14862313 15932390 1492 164866 14860821 15767524 THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO INSPIRE PHILANTHROPISTS TO ESTABLISH FUNDS TO IMPACT COMMUNITIES IN MARTIN COUNTY, THROUGHOUT FLORIDA, ACROSS THE UNITED STATES AND AROUND THE GLOBE. 0 0 1088458 543493 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 ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. 1088458 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 2 1 0 0 0 0 0 0 0 0 0 0 X 10 10 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 789 SW FEDERAL HIGHWAY 214 STUART FL 34994 KENNETH NORMAN CHAIRMAN, DIRECTOR 2.00 X X 0 0 0 ELLYN STEVENSON VICE CHAIR, DIRECTOR 2.00 X X 0 0 0 JOSEPH PASKOSKI TREASURER, DIRECTOR 2.00 X X 0 0 0 SCOTT WADE SECRETARY, DIRECTOR 1.00 X X 0 0 0 BRIAN FOSS DIRECTOR 1.00 X 0 0 0 MICHAEL KELLY DIRECTOR 1.00 X 0 0 0 NANCY CROWDER-MCCOY DIRECTOR 1.00 X 0 0 0 JOHN DOODY DIRECTOR 1.00 X 0 0 0 KATHLEEN FREIHOFER DIRECTOR 1.00 X 0 0 0 GYTHA VON ALDENBRUCK DIRECTOR 1.00 X 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 40.00 X 138700 0 9225 138700 0 9225 1 0 0 0 0 329825 169496 329825 242753 242753 1000777 1194122 -193345 -193345 -193345 PHILANTHROPIC ADVISORY FEES 541610 261943 261943 261943 641176 0 0 311351 X 506243 506243 37250 37250 136508 102381 34127 26007 19505 6502 7271 5453 1818 11648 8736 2912 58416 43812 14604 16600 12450 4150 208 208 265992 265182 810 56929 51236 5693 6631 4973 1658 2468 1234 1234 13336 10002 3334 6314 5051 1263 17076 12807 4269 1768 884 884 DUES AND SUBSCRIPTIONS 1550 775 775 TAXES AND LICENSES 420 210 210 MISCELLANEOUS EXPENSES 132 66 66 1172767 1088458 84309 0 153239 244240 58 8059 2143 14700957 15686007 14862313 15932390 1492 3859 161007 1492 164866 X 11706730 12403771 1397220 1606882 1756871 1756871 14860821 15767524 14862313 15932390 -531591 1438294 0 X X 0 1 X 1 0 X 384002 119053 517739 15376 329825 1365995 384002 119053 517739 15376 329825 1365995 534108 831887 118073 144591 103523 180843 242753 789783 2155778 0.38590 0.40130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 236466 155085 1459769 1 1 12512827 164461 1022564 435502 229164 13035186 5094824 8181870 -59510 119510 441121 143726 12512827 1742477 3081544 588023 83565 116113 117542 5094824 3080415 81241 303894 279283 79951 3106316 3085330 71594 220284 222794 73999 3080415 0.83440 0.13480 0.03080 0 0 0 MUTUAL FUNDS - STEVENSON 541987 F MUTUAL FUNDS - POOLED 6602470 F MUTUAL FUNDS - LANGFORD 8505782 F MUTUAL FUNDS - HOKE 35768 F 15686007 X 2079470 1438294 1438294 641176 0 641176 1172767 0 1172767 0 1172767 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 HELPING PEOPLE SUCCEED 1601 NE BRAILLE PLACE JENSEN BEACH FL 34957 591051699 501(C)(3) 100000 OPERATING AND PROGRAM SUPPORT TYKES AND TEENS 3577 SW CORPORATE PKWY PALM CITY FL 34990 650570899 501(C)(3) 85202 OPERATING AND PROGRAM SUPPORT HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 54250 OPERATING AND PROGRAM SUPPORT PROJECT LIFT INC 1330 SW 34TH STREET PALM CITY FL 34990 273949112 501(C)(3) 50000 OPERATING AND PROGRAM SUPPORT HOPE CENTER FOR AUTISM 1695 SE INDIAN STREET STUART FL 34994 800099451 501(C)(3) 40906 OPERATING AND PROGRAM SUPPORT NINA HAVEN SCHOLARSHIPS INC PO BOX 1978 STUART FL 34995 136099012 501(C)(3) 30000 OPERATING AND PROGRAM SUPPORT HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 237327730 501(C)(3) 30000 OPERATING AND PROGRAM SUPPORT PALM CITY PRESBYTERIAN CHURCH 2700 SW MARTIN HWY PALM CITY FL 34990 592795860 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT HIBISCUS CHILDREN'S CENTER 2400 NE DIXIE HWY JENSEN BEACH FL 34957 650411920 501(C)(3) 12400 OPERATING AND PROGRAM SUPPORT UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34994 237273540 501(C)(3) 10500 OPERATING AND PROGRAM SUPPORT MARTIN MEMORIAL FOUNDATION PO BOX 9010 STUART FL 34995 592343938 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT SAFESPACE INC 612 SE DIXIE HIGHWAY STUART FL 34994 591983994 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT END IT CORPORATION 2298 SOUTHWEST PICTURE TERRACE PORT ST LUCIE FL 34953 272859310 501(C)(3) 8000 OPERATING AND PROGRAM SUPPORT ST JOSEPH'S CATHOLIC CHURCH 1200 EAST 10TH STREET STUART FL 34996 530196617 501(C)(3) 7200 OPERATING AND PROGRAM SUPPORT FLORIDA STATE UNIVERSITY FOUNDATION 2010 LEVY AVENUE BUILDING B SUITE 300 TALLAHASSEE FL 32310 596152180 501(C)(3) 5405 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 COUNCIL ON AGING OF MARTIN COUNTY INC 900 SE SALERNO ROAD STUART FL 34997 521007762 501(C)(3) 5000 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 SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 10 37250 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 3 169496 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 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, COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF SMALL 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 IX, LINE 11G PHILANTHROPIC ADVISORY FEES: PROGRAM SERVICE EXPENSES 261,943. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,943. CONSULTING-ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 3,239. MANAGEMENT AND GENERAL EXPENSES 810. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,049. FORM 990, PART XII, LINE 2C: NO CHANGE TO OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.