2015-03-03T10:16:11-06:00 2014-06-30 203751915 DANIEL & DUNCAN LLC POST OFFICE BOX 8696 SAVANNAH GA 31412 990 2013-07-01 586033468 THE SAVANNAH COMMUNITY FOUNDATION INC SAVA 9129217700 2225 NORWOOD AVENUE SUITE B SAVANNAH GA 31406 K RUSSELL SIMPSON PRESIDENT 9129217700 2015-03-03 1 KEN A DUNCAN P01447032 9122333132 2013 2016-02-25 16:41:14Z K RUSSELL SIMPSON 2225 NORWOOD AVENUE SUITE B SAVANNAH GA 31406 4742501 0 X X GA THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. 16 16 0 0 0 0 3702102 1739413 0 0 2090266 3003088 0 0 5792368 4742501 2910973 2356732 0 0 0 0 0 0 0 316888 331751 3227861 2688483 2564507 2054018 19056716 21181943 100862 172073 18955854 21009870 THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. 0 0 2356732 2356732 CONTRIBUTIONS MADE TO EXEMPT RELIGIOUS, CHARITABLE, EDUCATIONAL, ETC. ORGANIZATIONS FROM DISCRETIONARY AND OTHER FUNDS HELD BY THE COMMUNITY FOUNDATION. 2356732 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X JENNIFER O'HAYER 9129217700 2225 NORWOOD AVENUE SUITE B SAVANNAH GA 31406 X JENNIFER ABSHIRE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CAY TREASURER 1.00 X X 0 0 0 DOLLY CHISHOLM ESQ IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DALE C CRITZ JR DIRECTOR 1.00 X 0 0 0 LINDA J EVANS BOARD CHAIR 1.00 X X 0 0 0 JUSTIN A GODCHAUX DIRECTOR 1.00 X 0 0 0 JOHN C HELMKEN DIRECTOR 1.00 X 0 0 0 JAMES R HUNGERPILLER DIRECTOR 1.00 X 0 0 0 RUSSELL C JACOBS III CFP DIRECTOR 1.00 X 0 0 0 MICHEAL F KEMP ASSISTANT TREASURER 1.00 X X 0 0 0 AL KENNICKELL JR DIRECTOR 1.00 X 0 0 0 FRANK S MACGILL ESQ DIRECTOR 1.00 X 0 0 0 MELANIE L MARKS ESQ DIRECTOR 1.00 X 0 0 0 MICHAEL C TRAYNOR VICE PRESIDENT 1.00 X X 0 0 0 MATHEW M MCCOY ESQ DIRECTOR 1.00 X 0 0 0 STEPHEN W SCHWARZ ESQ SECRETARY 1.00 X X 0 0 0 K RUSSELL SIMPSON ESQ PRESIDENT 15.00 X 0 0 0 0 0 0 0 0 0 0 SIMPSON LAW PC 2225 NORWOOD AVENUE SUITE A SAVANNAH GA 31406 TURNKEY MANAGEMENT CONTRACT 160680 1 1739413 527875 1739413 591787 591787 2411301 0 2411301 2411301 2411301 4742501 2411301 0 591787 2356732 2356732 160680 160680 7500 7500 129089 129089 1773 1773 CUSTODIAL FEES 31615 31615 MISCELLANEOUS 1094 1094 2688483 2356732 331751 0 73888 60106 828873 1172404 49147 49147 0 0 18115236 19908566 38719 40867 19056716 21181943 28942 32168 71920 139905 100862 172073 X 18955854 21009870 18955854 21009870 19056716 21181943 2054018 0 X X 0 1 X 1 0 X 1962190 2984271 1395973 3702102 1739413 11783949 1962190 2984271 1395973 3702102 1739413 11783949 11783949 475412 471407 454579 578430 591787 2571615 14355564 0.82090 0.83440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1739413 2356732 9674129 1 1 49147 49147 0 0 4581797 0 4581797 160704 160704 4742501 2527779 0 2527779 160704 160704 2688483 PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES NETTED AGAINST INVESTMENT INCOME 1 SAFE SHELTER INC PO BOX 6119 SAVANNAH GA 31406 581392664 28750 FINANCIAL SUPPORT COMMUNITIES IN SCHOOLS 10A MALL COURT SAVANNAH GA 31406 586319059 10474 FINANCIAL SUPPORT SAVANNNAH MUSIC FESTIVAL 200 E ST JULIAN STREET 601 SAVANNAH GA 31405 581401618 63000 FINANCIAL SUPPORT PARK PLACE OUTREACH INC 514 HENRY STREET SAVANNAH GA 31401 581623253 6256 FINANCIAL SUPPORT FRIENDS OF THE COASTAL GARDENS 2 CRANEBREAK ROAD SAVANNAH GA 31419 580619033 11350 FINANCIAL SUPPORT UNIVERSITY OF GEORGIA 394 S MILLEDGE AVENUE STE 100 ATHENS GA 30602 586001998 7330 11 SCHOLARSHIPS GEORGIA SOUTHERN UNIVERSITY 1332 SOUTHERN DRIVE STATESBORO GA 30458 586002059 6783 13 SCHOLARSHIPS SAVANNAH COLLEGE OF ART AND DESIGN PO BOX 3146 SAVANNAH GA 31402 581357177 12500 3 SCHOLARSHIPS SAVANNAH STATE UNIVERSITY PO BOX 6119 SAVANNAH GA 31404 586002069 12815 9 SCHOLARSHIPS SAVANNAH JEWISH FEDERATION 5111 ABERCORN ST SAVANNAH GA 31405 580566231 37950 FINANCIAL SUPPORT & JEWISH FAMILY SERVICES ROYCE LEARNING CENTER 4 OGLETHORPE PROFESSIONAL BLVD SAVANNAH GA 31406 237079608 9473 FINANCIAL SUPPORT & HELP PURCHASE MOBILE BOOKCASES HOSPICE SAVANNAH INC 1674 CHATHAM PARKWAY SAVANNAH GA 31405 581393820 80136 FINANCIAL SUPPORT CONGREGATION MIKVE ISREAL PO BOX 816 SAVANNAH GA 31419 580603139 37065 CAMP SCHOLARSHIPS, HONOR DUES AND OTHER FINANCIAL SUPPORT ST JAMES CATHOLIC CHURCH 8412 WHITFIELD AVENUE SAVANNAH GA 31406 580809399 6000 FINANCIAL SUPPORT UNITED WAY OF COASTAL EMPIRE 428 BULL STREET SAVANNAH GA 31402 580623603 144200 2011 AND 2012 CAMPAIGNS WESLEY MONUMENTAL UNITED METHODIST CHURCH 429 ABERCORN STREET SAVANNAH GA 31401 280659898 10700 YOUTH CAMPERSHIPS, ELI'S PLACE SCHOLARSHIP & GENERAL BUDGET TELFAIR MUSEUMS PO BOX 10081 SAVANNAH GA 31412 580610074 108050 EXHIBITION SPONSORSHIP, ART FAIR SPONSORSHIP, FRIENDS OF THE OWENS THOMAS HOUSE, DIRECTORS CIRCLE, TELFAIR BALL & OTHER FINANCIAL SUPPORT. 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NEW PHONE SYSTEM & OTHER FINANCIAL SUPPORT WEST BROAD STREET YMCA 1110 MARY STREET SAVANNAH GA 31415 580616558 71750 LDC PROJECTOR, LEARNING AND AFTER SCHOOL PROGRAMS & OTHER FINANCIAL SUPPORT YMCA OF COASTAL GA PO BOX 14142 SAVANNAH GA 31413 580603160 5750 FINANCIAL SUPPORT ST JOHNS EPISCOPAL CHURCH 1 WEST MACON STREET SAVANNAH GA 31401 580692297 56100 FIANCIAL SUPPORT OPERATING FUND INTERND PROFILE 2225 NORWOOD AVENUE SUITE A SAVANNAH GA 31406 55000 FINANCIAL SUPPORT WILDERNESS SOUTHEAST INC 9521 WHITFIELD AVENUE SAVANNAH GA 31406 581322001 17250 FINANCIAL SUPPORT DUKE UNIVERSITY 700 W MAIN ST DURHAM NC 27701 560532129 8500 FINANCIAL SUPPORT ST VINCENTS ACADEMY 207 E LIBERTY ST SAVANNAH GA 31401 580566228 6000 FINANCIAL SUPPORT ISLE OF HOPE UNITED METHODIST CHURCH 412 PARKERSBURG ROAD SAVANNAH GA 31406 581081612 25200 FINANCIAL SUPPORT SKIDAWAY ISLAND PRESBYTERIAN CHURCH 50 DIAMOND CAUSWAY SAVANNAH GA 31411 581375579 6225 FINANCIAL SUPPORT COASTAL HERITAGE SOCIETY 303 MARTIN LUTHER 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STREET HENDERSONVILLE NC 28739 560890133 5000 FINANCIAL SUPPORT BRYAN ANIMAL CAREGIVERS PO BOX 104 RICHMOND HILL GA 31324 582154973 25000 FINANCIAL SUPPORT PERFORMANCE INITIATIVES INC 2021 TENNESSEE AVE SAVANNAH GA 31404 202984292 5763 FINANCIAL SUPPORT SAVANNAH PHILHARMONIC CORPORATION PO BOX 11323 SAVANNAH GA 31412 264016312 47000 FINANCIAL SUPPORT AMERICAN RED CROSS 41 PARK OF COMMERCE WAY SAVANNAH GA 31405 530196605 5000 FINANCIAL SUPPORT TYBEE ISLAND YMCA 204 5TH STREET TYBEE ISLAND GA 31328 580603160 10000 FINANCIAL SUPPORT CHURCH OF OUR SAVIOR 1165 RICO ROAD EAST CHARLOTTESVILLE VA 22901 540795598 140000 2012 CAPITAL CAMPAIGN HOUSING AUTHORITY OF SAVANNAH PO BOX 1179 SAVANNAH GA 31402 586002047 56746 FINANCIAL SUPPORT THE SAVANNAH EARLY CHILDHOOD FOUNDATION 40 MODENA ISLAND DRIVE SAVANNAH GA 31411 452647987 42330 FINANCIAL SUPPORT SAVANNAH CHRISTIAN CHURCH 54 AL HENDERSON BLVD SAVANNAH GA 31419 581216037 8000 FINANCIAL SUPPORT DEEP CENTER INC PO BOX 5582 SAVANNAH GA 31414 261706426 43425 FINANCIAL SUPPORT ARMSTRONG ATLANTIC STATE UNIVERSITY 11935 ABERCORN STREET SAVANNAH GA 31405 581577237 7067 FINANCIAL SUPPORT VMI FOUNDATION PO BOX 932 LEXINGTON VA 24450 540505966 46680 FINANCIAL SUPPORT THE MD ANDERSON CANCERCENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 760300816 5000 FINANCIAL SUPPORT USOBE LLC 24 PATRIOTS POINT ROAD MT PLEASANT SC 29464 263183601 20468 FINANCIAL SUPPORT SAVANNAH CARE CENTER INC 105 E 34TH ST SAVANNAH GA 31401 581624112 75000 FINANCIAL SUPPORT TYBEE ISLAND MARITIME ACADEMY PO BOX 1519 TYBEE ISLAND GA 31328 451500099 10000 FINANCIAL SUPPORT SOUTH UNIVERSITY - COLUMBIA 706 MALL BLVD SAVANNAH GA 31406 581147090 12750 FINANCIAL SUPPORT COASTAL GEORGIA BOTANICAL GARDENS 2 CANEBRAKE ROAD SAVANNAH GA 31419 586001998 40000 2013 SAVANNAH RACE FOR A CURE GEORGIA FORESTRY FOUNDATION PO BOX 1217 FORSYTH GA 31029 581888283 5000 FINANCIAL SUPPORT SIMPSON LAW PC SEE BELOW 160680 OPERATES THE ORGANIZATION UNDER A TURN-KEY WRITTEN CONTRACT AND ITS OWNER AND PRESIDENT, K. RUSSELL SIMPSON SERVES AS THE PRESIDENT OF THE ORGANIZATION. 0 JOHN C HELMKEN II CEO - SAVANNAH BANK 31615 CUSTODIAL AND BANKING SERVICES 0 X 30 527875 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SOME DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS IN THE LOCAL COMMUNITY. FORM 990, PART VI, SECTION A, LINE 3 INVESTMENT ADVICE IS PROVIDED BY PROFESSIONAL MONEY MANAGERS. THE ORGANIZATION HAS A MANAGEMENT CONTRACT. FORM 990, PART VI, SECTION B, LINE 11 BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED AND DISCUSSED ANNUALLY WITH DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 BOARD OF DIRECTORS WILL PROVIDE COPIES OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VI, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICTS BOARD OF DIRECTORS DISCUSS THEIR CONFLICT OF INTEREST POLICIES AND DISCLOSURES AT LEAST ANNUALLY. PART XII, ITEM 2C: FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION HAS NOT CHANGED ANY OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR.