2016-05-16T12:53:44-05:00 2015-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2014-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S GETTYS PRESIDENT/CEO 2699450526 2016-05-16 1 CAROL LALONDE CPA P00100422 2695674500 2014 2016-08-17 19:52:53Z BONNIE S GETTYS 231 SOUTH BROADWAY HASTINGS MI 49058 9984888 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 15 75 0 0 2273009 2195653 0 0 735498 1198521 39357 25059 3047864 3419233 934438 1188911 0 0 285178 349461 0 0 158381 330835 294431 1550451 1832803 1497413 1586430 26368396 26957170 314555 307026 26053841 26650144 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. 0 0 1486839 1188911 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. 1486839 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 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 0 0 15 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 KAREN HEATH TRUSTEE 0.50 0.50 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 CARL SCHOESSEL TRUSTEE 0.50 0.50 X 0 0 0 MARCIA SZUMOWSKI TRUSTEE 0.50 0.00 X 0 0 0 BONNIE GETTYS PRESIDENT 30.00 10.00 X 86689 0 7294 JENNIFER RICHARDS VICE PRESIDENT 39.50 0.50 X 57174 0 6409 143863 0 13703 0 0 0 0 0 92784 42085 2060784 2195653 1064905 1064905 6692472 6558856 133616 133616 133616 200 42085 6799 -6599 -6599 MISCELLANEOUS 900099 31658 31658 31658 3419233 0 0 1223580 1106271 1106271 82640 82640 172708 83044 31051 58613 143776 53590 69434 20752 2544 948 1229 367 4304 1604 2079 621 26129 9739 12619 3771 7287 7287 -51688 -51688 37515 1316 2685 33514 45122 18747 15207 11168 -3833 -1024 -2199 -610 21221 11491 9730 5076 5076 3865 3865 5932 5932 FUND EXPENSES 184166 114579 68747 840 MEMBERSHIPS/SUBSCRIPTIO 12949 12949 LEADERSHIP BARRY COUNTY 10191 9652 539 TRAINING 7062 5733 1329 9566 4229 5337 1832803 1486839 187583 158381 2563365 3144622 150125 160926 75373 80789 39432 23156 18340 16276 19372605 18827736 2836459 3386117 1350000 1336802 2129 3902 26368396 26957170 31675 27363 99150 106650 183730 173013 314555 307026 X 25842118 26350470 146138 234089 65585 65585 26053841 26650144 26368396 26957170 X 1586430 -1188525 198398 X X 0 1 X 1 0 X 920771 1020621 3933780 2273009 2195653 10343834 920771 1020621 3933780 2273009 2195653 10343834 5008045 5335789 276281 603104 553132 515256 1064905 3012678 22590 26588 40830 39357 31858 161223 13517735 0.39470 0.40670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 22,590. 2011 AMOUNT: $ 26,588. 2012 AMOUNT: $ 40,830. 2013 AMOUNT: $ 39,357. 2014 AMOUNT: $ 31,658. FUNDRAISING - 2014 AMOUNT: $ 200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 11050 67681 728037 1 1 25466127 2508783 3647 1710847 26267710 21316322 3035452 2522941 1408588 25466127 16751045 4039708 1753694 1228125 21316322 16524979 1463142 -311426 925650 16751045 14653665 1009999 2081829 895559 324955 16524979 0.99680 0.00250 0.00070 0 0 39432 23156 16276 16276 ALTERNATIVE INVESTMENTS 3386117 F 3386117 ANNUITY OBLIGATIONS 173013 173013 X 2209701 -1188525 -13720 -1202245 3411946 7287 7287 3419233 1613398 -212118 -212118 1825516 7287 7287 1832803 PART V, LINE 4: THE FUNDS ARE INTENDED TO SUPPORT THE BARRY COMMUNITY FOUNDATION. PART X, LINE 2: BARRY COMMUNITY FOUNDATION AND BCEC ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCORDINGLY, THEY ARE EXEMPT FROM INCOME AND EXCISE TAXES THAT APPLY TO CERTAIN NONPROFIT ORGANIZATIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THEY HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAVE CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -21,442. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 923. FUNDRAISING EXPENSES 6,799. PART XII, LINE 2D - OTHER ADJUSTMENTS: GRANT TO RELATED PARTY ELIMINATED IN CONSOLIDATION ON STATEMENTS -218,917. FUNDRAISING EXPENSES 6,799. GOLF OUTING 42285 42085 200 6799 42285 42085 200 6799 6799 -6599 1 AMERICAN RED CROSS OF GREATER GRAND RAPIDS 1050 FULLER AVE NE GRAND RAPIDS MI 49503 530196605 501(C)(3) 5000 TRANSPORTATION SERVICES BARRY COMMUNITY UNITED WAY 231 S BROADWAY HASTINGS MI 49058 386062803 501(C)(3) 169607 ANNUAL OPERATING DISTRIBUTION BARRY INTERMEDIATE SCHOOL DISTRICT 535 WOODLAWN HASTINGS MI 49058 381717620 501(C)(3) 11000 ANNUAL OPERATING DISTRIBUTION CITY OF HASTINGS 201 E STATE ST HASTINGS MI 49058 386004562 115 101690 RIVERSIDE CEMETARY IMPROVEMENT HABITAT FOR HUMANITY BARRY COUNTY 1220 W STATE ST HASTINGS MI 49058 382885664 501(C)(3) 56600 DONOR ADVISED GRANTS HASTINGS AREA SCHOOL SYSTEM 232 W GRAND ST HASTINGS MI 49058 386000437 115 14799 OPERATING DISTRIBUTION HASTINGS EDUCATION ENRICHMENT FOUNDATION 525 W APPLE ST HASTINGS MI 49058 382596449 501(C)(3) 22997 ANNUAL OPERATING DISTRIBUTION HASTINGS ELKS 1965 102 E WOODLAWN AVE HASTINGS MI 49058 381578965 501(C)(3) 11583 OPERATING DISTRIBUTION WILSON CRAIG GRANT HASTINGS PUBLIC LIBRARY 227 E STATE STREET HASTINGS MI 49058 382612429 115 14915 WILSON CRAIG GRANT HASTINGS SUMMERFEST 221 W STATE ST HASTINGS MI 49058 380633630 501(C)(3) 15907 ANNUAL OPERATING DISTRIBUTION JORDAN LAKE TRAIL BOARD 12412 JORDAN LAKE ROAD LAKE ODESSA MI 48849 461035910 501(C)(3) 5000 PEDESTRIAN TRAIL CONSTRUCTION THORNAPPLE ARTS COUNCIL OF BARRY COUNTY PO BOX 36 HASTINGS MI 49058 382744924 501(C)(3) 30379 ANNUAL OPERATING DISTRIBUTION THORNAPPLE KELLOGG SCHOOLS 10051 GREEN LAKE ROAD MIDDLEVILLE MI 49333 386000489 115 17875 WILSON CRAIG GRANT YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 52937 ANNUAL OPERATING DISTRIBUTION 14 0 SCHOLARSHIPS 91 82640 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 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. 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 2015. 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 -21,442. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 923. GRANT TO RELATED PARTY ELIMINATED IN CONSOLIDATION ON STATEMENTS 218,917. 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