2014-03-21T15:46:35-05:00 2013-06-30 341897225 HILL BARTH & KING LLC 1000 SE MONTEREY CMNS BLVD 101 STUART FL 349963327 990 2012-07-01 650024030 MARTIN COUNTY COMMUNITY FOUNDATION INC C/O T MICHAEL CROOK MART 7722832356 33 FLAGLER AVENUE STUART FL 34994 WILLIAM C FOWLER 7722833838 2014-03-21 1 JOHN J FEDOREK P00039756 7722874480 2014-03-21 2012 2015-11-30 17:44:51Z WILLIAM C FOWLER 851 SE MONTEREY COMMONS BLVD STUART FL 34996 974450 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 OUT 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. 4 4 0 0 0 0 160590 374002 0 0 68676 250394 0 0 229266 624396 172232 531202 0 0 0 0 0 0 14051 128684 148968 300916 680170 -71650 -55774 3824978 3769204 0 0 3824978 3769204 THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO FACILITATE PHILANTHROPY. WE SERVE AS A VEHICLE FOR DONORS TO IDENTIFY IMPORTANT ISSUES, SHARE IDEAS AND BUILD THE FINANCIAL RESOURCES TO MAKE POSITIVE, LONG-TERM CHANGE. 0 0 261490 247259 SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS ARE AWARDED TO VARIOUS HIGH SCHOOL STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY FOR HIGHER EDUCATION TUITION EXPENSES. GRANTS ARE AWARDED TO INDIVIDUALS OR ORGANIZATIONS BASED ON A DONOR DIRECTIVE OF THE FUNDS CONTRIBUTED AND FOR INDIVIDUALS, THE AMOUNT AWARDED IS PAID DIRECTLY TO THE ENTITY THE STUDENT IS ATTENDING. THESE FUNDS ARE DESIGNATED BY DONORS AND ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN AT RISK, WOMEN AT RISK, HEALTH, PRENATAL CARE, AND THE ARTS. 290223 283943 GIVING DAY - A DAY FOR PROMOTING PHILANTHROPY IN THE COMMUNITY. EACH DONOR CHOOSES FROM VARIOUS CHARITABLE ORGANIZATIONS OR THE DONOR PROVIDES A GENERAL DONATION TO THE ORGANIZATION. THE DONATIONS ARE THEN SPLIT AND CONTRIBUTED TO THE VARIOUS 501(C)(3) ORGANIZATIONS PARTICIPATING IN THE EVENT. 551713 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 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 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X WILLIAM FOWLER 7722833838 851 SE MONTEREY COMMONS BLVD STUART FL 34996 WILLIAM C FOWLER 5.00 X X 0 0 0 T MICHAEL CROOK 2.00 X X 0 0 0 KENNETH NORMAN 1.00 X X 0 0 0 NANCY CROWDER-MCCOY 1.00 X X 0 0 0 BRIDGET BARATTA 40.00 X 80500 0 0 80500 0 0 0 0 0 0 0 374002 374002 118073 118073 482375 350054 132321 132321 132321 624396 0 0 250394 X 475155 475155 56047 56047 9992 9992 186 186 4020 4020 28930 28930 80500 68500 12000 1215 401 814 6444 3222 1611 1611 3930 3930 6117 6117 353 353 GIVING DAY EXPENSES 6191 6191 DUES AND SUBSCRIPTIONS 650 650 BUSINESS DEVELOPMENT 440 440 680170 551713 114406 14051 711396 261047 1440 3113582 3506717 3824978 3769204 0 0 X 739649 688789 1382870 1371956 1702459 1708459 3824978 3769204 3824978 3769204 -55774 0 X 0 0 0 X 319289 410360 828155 194515 384002 2136321 319289 410360 828155 194515 384002 2136321 635912 1500409 65988 56273 77788 81174 118073 399296 2535617 0.59170 0.58520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 400 28150 732051 1 1 3085330 71594 220284 222794 73999 3080415 3169550 158906 52971 174738 121359 3085330 2306618 763998 324418 108478 117006 3169550 2100250 147917 320314 205927 55936 2306618 3036070 116033 -726027 268064 57762 2100250 0.00800 0.55460 0.43740 0 0 0 MUTUAL FUNDS - BESSEY 54967 C MUTUAL FUNDS - CADARR 143634 C MUTUAL FUNDS - COMBS 95549 C MUTUAL FUNDS - DORSEY 58986 C MUTUAL FUNDS - DUNSCOMBE 478326 C MUTUAL FUNDS - GW FUND 289061 C MUTUAL FUNDS - HSCA 5739 C MUTUAL FUNDS - HERSLOW 93782 C MUTUAL FUNDS - MERRILL, JEAN 474948 C MUTUAL FUNDS - JORDAN 128501 C MUTUAL FUNDS - PRICE, CHRISTEN 348965 C MUTUAL FUNDS - SCHROEDER 396211 C MUTUAL FUNDS - STEVENSON 225658 C MUTUAL FUNDS - BROGAN, TREVA 12682 C MUTUAL FUNDS - WAALER 113486 C MUTUAL FUNDS - HOKE 42481 C MUTUAL FUNDS - POOLED 543741 C 3506717 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. 1 UNITED WAY OF MARTIN COUNTY PO BOX 362 STUART FL 34995 203521388 501(C)(3) 26116 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY HEALTHY START COALITION INC 2026 E OCEAN BLVD STUART FL 34996 650359999 501(C)(3) 5271 OPERATING AND PROGRAM SUPPORT TEMPLE BEIT HAYAM 951 SE MONTEREY COMMONS BLVD STUART FL 34996 650433492 501(C)(3) 5733 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY INC 890 NE OCEAN BLVD STUART FL 34994 591114306 501(C)(3) 26315 OPERATING AND PROGRAM SUPPORT NINA HAVEN FOUNDATION PO BOX 1978 STUART FL 34995 136099012 501(C)(3) 28959 OPERATING AND PROGRAM SUPPORT ARTS COUNCIL OF MARTIN COUNTY 80 E OCEAN BLVD STUART FL 34994 592015691 501(C)(3) 7090 OPERATING AND PROGRAM SUPPORT BOYS & GIRLS CLUB OF MARTIN COUNTY 11500 SE LARES AVE HOBE SOUND FL 33455 650253002 501(C)(3) 34483 OPERATING AND PROGRAM SUPPORT CARENET PREGNANCY SERVICES 965 SE FEDERAL HWY STUART FL 34994 650156575 501(C)(3) 9426 OPERATING AND PROGRAM SUPPORT ELLIOTT MUSEUM HISTORICAL SOCIETY 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 14478 OPERATING AND PROGRAM SUPPORT GOD'S RESOURCES INC 5155 SW ORCHID BAY DRIVE PALM CITY FL 34990 452044002 501(C)(3) 12138 OPERATING AND PROGRAM SUPPORT GUARDIANS OF MARTIN COUNTY PO BOX 1489 HOBE SOUND FL 33475 270302991 501(C)(3) 13607 OPERATING AND PROGRAM SUPPORT HABITAT FOR HUMANITY OF MARTIN COUNTY 2555 SE BONITA STREET STUART FL 34997 592816698 501(C)(3) 5223 OPERATING AND PROGRAM SUPPORT HELPING PEOPLE SUCCEED INC 1100 SE FEDERAL HWY STUART FL 34994 650264765 501(C)(3) 7211 OPERATING AND PROGRAM SUPPORT HIBISCUS CHILDREN'S CENTER 2400 NE DIXIE HWY JENSEN BEACH FL 34957 592632361 501(C)(3) 7522 OPERATING AND PROGRAM SUPPORT HOBE SOUND ANIMAL PROTECTION LEAGUE 6452 SW MARKET STREET PALM CITY FL 34990 651015367 501(C)(3) 7212 OPERATING AND PROGRAM SUPPORT HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 12415 OPERATING AND PROGRAM SUPPORT HUMANE SOCIETY OF THE TREASURE COAST 4100 SW LEIGHTON FARMS AVE PALM CITY FL 34990 590774235 501(C)(3) 6816 OPERATING AND PROGRAM SUPPORT LIBRARY FOUNDATION OF MARTIN COUNTY 2351 SE MONTEREY RD STUART FL 34996 650315112 501(C)(3) 20000 OPERATING AND PROGRAM SUPPORT MARTIN MEMORIAL FOUNDATION PO BOX 9010 STUART FL 34996 592343938 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT COUNCIL ON AGING - MEALS ON WHEELS 900 SE SALERNO RD STUART FL 34994 521007762 501(C)(3) 6561 OPERATING AND PROGRAM SUPPORT PALM CITY PRESBYTERIAN CHURCH 2700 SW MARTIN HWY PALM CITY FL 34990 592795860 501(C)(3) 16000 OPERATING AND PROGRAM SUPPORT PLANNED PARENTHOOD 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 7500 OPERATING AND PROGRAM SUPPORT PRATT INSTITUE 200 WILLOUGHBY AVE BROOKLYN NY 11205 111630822 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT PREGNANCY CARE CENTER 761 NW FEDERAL HWY STUART FL 34994 650156575 501(C)(3) 15439 OPERATING AND PROGRAM SUPPORT SAFE SPACE INC 632 SE MONTEREY ROAD STUART FL 34994 591983994 501(C)(3) 26843 OPERATING AND PROGRAM SUPPORT SAMARITAN FOR YOUNG BOYS & FAMILIES 1490 SE COVE ROAD STUART FL 34997 591373247 501(C)(3) 5515 OPERATING AND PROGRAM SUPPORT ST JOSEPHS CATHOLIC CHURCH 9995 NORTH MILITARY TRAIL PALM BEACH GARDENS FL 33410 592438903 501(C)(3) 8000 OPERATING AND PROGRAM SUPPORT TREASURE COAST COMMUNITY CHURCH 4550 NE PALMETTO DRIVE JENSEN BEACH FL 34957 650403727 501(C)(3) 9821 OPERATING AND PROGRAM SUPPORT SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 18 56047 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS - THE ORGANIZATION AWARDS VARIOUS SCHOLARSHIPS BASED ON THE DONOR FUND. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE HIGHER EDUCATION INSTITUTION. STUDENTS RECEIVING SCHOLARSHIP FUNDS ARE REQUIRED TO REPORT TO THE ORGANIZATION WITH GRADES RECEIVED IN ORDER TO MAINTAIN THE SCHOLARSHIP LEVEL AWARDED BY THE DONOR FUND. GRANTS - THE ORGANIZATION AWARDS GRANTS BASED ON DONOR FUNDS AND OTHER FUNDRAISING ACTIVITES (GIVING DAY). IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. BASED ON THE GRANTEE ENTITY REQUIREMENT TO BE A 501(C)(3) ENTITY, THE ORGANIZATION DOES NOT REQUIRE THE GRANTEE ENTITY TO REPORT BACK TO THE ORGANIZATION ON HOW FUNDS ARE SPENT. WILLIAM FOWLER PRESIDENT OF ORGANIZATION IS PRESIDENT OF JS CAPITAL MANAGEMENT 9992 JS CAPITAL MANAGEMENT PROVIDES MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES FOR THE ORGANIZATION. THE PRESIDENT OF JS CAPITAL IS ALSO THE PRESIDENT AND DIRECTOR OF THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS, MICHAEL CROOK AND NANCY CROWDER-MCCOY, ARE BUSINESS PARTNERS IN THE SAME ACCOUNTING FIRM. THE ORGANIZATION'S PRESIDENT, WILLIAM FOWLER, IS THE PRESIDENT OF JS CAPITAL MANAGEMENT. ALL BOOKKEEPING ACTIVITIES ARE PERFORMED BY THE STAFF OF JS CAPITAL MANAGEMENT. WILLIAM FOWLER DOES NOT HAVE CHECK SIGNING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS HAS DESIGNATED THE EXECUTIVE DIRECTOR TO REVIEW THE YEARLY FORM 990. ONCE REVIEWED THE FORM IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL. 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 CONSULTING FEES FOR THE EXECUTIVE DIRECTOR ARE 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 EXECUTIVE DIRECTOR'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS ARE AVAIABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 68,500. FUNDRAISING EXPENSES 12,000. TOTAL EXPENSES 80,500.