2017-04-24T14:18:28-05:00 2016-06-30 381357951 PLANTE & MORAN PLLC 750 Trade Centre Way Ste 300 Portage MI 49002 990 2015-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S GETTYS PRESIDENT/CEO 2699450526 2017-04-20 1 Vicki L VanDenBerg CPA P00100422 2695674500 2017-03-31 2015 2021-01-29 14:40:06Z BONNIE S GETTYS 231 SOUTH BROADWAY HASTINGS MI 49058 5322116 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 18 199 0 0 2195653 4193448 0 0 1198521 446425 25059 77133 3419233 4717006 1188911 1323776 0 0 349461 412344 0 0 200028 294431 498067 1832803 2234187 1586430 2482819 26957170 28497499 307026 361577 26650144 28135922 X 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. 1 0 1692134 1323776 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. 1692134 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 4 0 1 18 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 DAVID SOLMES CHAIR 2.00 0.50 X X 0 0 0 SHAUNA SWANTEK VICE CHAIR 2.00 0.50 X X 0 0 0 DAVID COLEMAN TREASURER 0.50 0.00 X X 0 0 0 JENNIFER HAYWOOD SECRETARY 0.50 0.50 X X 0 0 0 BARB CASE TRUSTEE 0.50 0.00 X 0 0 0 CHERYL BOWER TRUSTEE 0.50 0.00 X 0 0 0 FRED JACOBS TRUSTEE 0.50 0.50 X 0 0 0 MIKE MCCULLOUGH TRUSTEE 0.50 0.00 X 0 0 0 SCOTT MCKEOWN TRUSTEE 0.50 0.00 X 0 0 0 ROBERT PERINO TRUSTEE 0.50 0.50 X 0 0 0 MARCIA SZUMOWSKI TRUSTEE 0.50 0.00 X 0 0 0 CARL SCHOESSEL TRUSTEE 0.50 0.50 X 0 0 0 BONNIE GETTYS PRESIDENT 30.00 10.00 X 81721 0 8603 JENNIFER RICHARDS VICE PRESIDENT 39.50 0.50 X 51807 0 8603 133528 0 17206 0 0 0 0 0 90606 2399 4100443 4193448 455604 455604 590550 599729 -9179 -9179 -9179 30330 2399 5381 24949 24949 MISCELLANEOUS 900099 52184 52184 52184 4717006 0 0 523558 1193526 1193526 130250 130250 196619 94698 35311 66610 162668 59761 83878 19029 4110 1767 1363 980 7342 3157 2435 1750 41605 17886 13802 9917 56539 -3848 60387 57076 4450 4156 48470 33311 4431 26240 2640 22982 10802 5746 6434 13156 7587 5569 10987 10987 5429 5429 3584 3584 FUND EXPENSES 235572 161651 68525 5396 LEADERSHIP BARRY COUNTY 16240 12173 4067 MEMBERSHIPS/SUBSCRIPTIO 13802 13802 TRAINING 8585 3627 4958 20804 -2197 8528 14473 2234187 1692134 342025 200028 3144622 4847741 160926 141779 80789 81547 47708 28584 16276 19124 18827736 18374720 3386117 3685878 1336802 1282758 3902 63952 26957170 28497499 27363 54972 106650 97650 173013 208955 307026 361577 X 26350470 27909725 234089 160612 65585 65585 26650144 28135922 26957170 28497499 X 2482819 -1017754 20713 X X 0 1 X 1 0 X 1020621 3933780 2273009 2195653 4193448 13616511 1020621 3933780 2273009 2195653 4193448 13616511 6259518 7356993 603104 553132 515256 1064905 455604 3192001 26588 40830 39357 31858 82514 221147 17029659 0.43200 0.39470 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS - 2011 Amount: $ 26,588. 2012 Amount: $ 40,830. 2013 Amount: $ 39,357. 2014 Amount: $ 31,658. 2015 Amount: $ 52,184. FUNDRAISING - 2014 Amount: $ 200. 2015 Amount: $ 30,330. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 1238015 340894 1576956 1 1 26267710 4238970 -525744 2153781 27827155 25466127 2508783 3647 1710847 26267710 21316322 3035452 2522941 1408588 25466127 16751045 4039708 1753694 1228125 21316322 16524979 1463142 -311426 925650 16751045 0.99720 0.00240 0.00040 0 0 47708 28584 19124 19124 ALTERNATIVE INVESTMENTS 3685878 F 3685878 ANNUITY OBLIGATIONS 164844 kickstart to career liability 44111 208955 3683784 -1017754 -15468 -1033222 4717006 0 4717006 2198006 -36181 -36181 2234187 0 2234187 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 -21,920. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 1,071. FUNDRAISING EXPENSES 5,381. Part XII, Line 2d - Other Adjustments: GRANT TO RELATED PARTY ELIMINATED IN CONSOLIDATION ON STATEMENTS -41,562. FUNDRAISING EXPENSES 5,381. Central America and the Caribbean INVESTMENTS 830223 0 0 0 0 0 0 830223 0 830223 1 0 1 1 1 0 GOLF OUTING 32729 2399 30330 5381 32729 2399 30330 5381 5381 24949 1 Barry County Agricultural Fair Improvement Fund 1350 North M-37 Hwy Hastings MI 49058 202969627 501(C)(3) 10000 Provide funds for the enhancement and maint. of the Barry County fairgrounds Barry County Chamber of Commerce 221 W State Street Hastings MI 49058 380633630 501(C)(6) 50000 For the improvement of programs in Barry County Barry County United Way 231 S Broadway Hastings MI 49058 386062803 501(C)(3) 456757 Payments for admin., along with funding for programs to economically Barry Intermediate School District 535 West Woodlawn Hastings MI 49058 381717620 GOVERNMENTAL 39500 To support the programs and projects of the Intermediate School District BCEC Operating Fund 231 S Broadway Hastings MI 49058 453815583 501(C)(3) 41562 To sustain the building Cherry Health 100 Cherry St SE Grand Rapids MI 49503 383308516 501(C)(3) 108897 To help expand Health Care in Barry County City of Hastings 201 E State Street Hastings MI 49058 386004562 GOVERNMENTAL 284482 To help fund a walking trail Gilmore Car Museum 6865 Hickory Road Hickory Corners MI 49060 386154163 501(C)(3) 13000 To help fund their 50th Anniversary Celebration Habitat for Humanity Barry County PO Box 234 Hastings MI 49058 382885664 501(C)(3) 7347 To support their efforts in creating housing for those in need Hastings Area School System 520 W South Street Hastings MI 49058 383384741 501(C)(3) 6330 help purchase novels to enhance reading comprehension and critical thinking Hastings Education Enrichment Foundation 525 W Apple Street Hastings MI 49058 382596449 501(C)(3) 23376 Payments for scholarship programs Lee Elementary 840 West Main St Middleville MI 49333 386000489 GOVERNMENTAL 6024 To provide sensory tools in classrooms to 2nd and 3rd grade students Maple Valley Gridiron Club 5720 Brown Rd Vermontville MI 49096 381709540 501(C)(3) 22000 re-programming of special football helmets that will alert coaches of hard hits Pierce Cedar Creek Institute 701 W Cloverdale Road Hastings MI 49058 382820095 501(C)(3) 5227 To grow the lending library Thornapple Arts Council of Barry County PO Box 36 Hastings MI 49058 382744924 501(C)(3) 30594 To support the work of the Arts council. Thornapple Kellogg High School 3885 Bender Rd Middleville MI 49333 386000489 GOVERNMENTAL 5234 support the education systems and special projects - focus to the sciences Thornapple Kellogg Middle School 10375 Green Lake Road Middleville MI 49333 386000489 GOVERNMENTAL 6430 To help fund the upgrade of robotic equipment YMCA of Barry County PO Box 252 Hastings MI 49058 381358059 501(C)(3) 54476 For the operational support of the YMCA 17 1 SCHOLARSHIPS 50 130250 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 III, line 2 THE FOUNDATION BEGAN A CHILDREN'S SAVINGS ACCOUNT PROGRAM THAT IS AN AUTOMATIC OPEN, DEPOSIT ONLY ACCOUNT THAT IS RESTRICTED FOR USE UNTIL THE CHILD HAS SUCCESSFULLY COMPLETED SECONDARY EDUCATION AND IS GOING ONTO A COURSE THAT WILL PROVIDE FOR A SUSTAINABLE WAGE. Form 990, Part VI, Section B, line 11 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 2016. 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 -21,920. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 1,071. GRANT TO RELATED PARTY ELIMINATED IN CONSOLIDATION ON STATEMENTS 41,562. 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 11a, I BARRY COMMUNITY FOUNDATION 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0