2014-07-21T16:46:47-05:00 2013-12-31 272133142 EDWARD J BECK CPA LLC 7351 OFFICE PARK PLACE SUITE 149 MELBOURNE FL 329408229 990 2013-01-01 592114988 COMMUNITY FOUNDATION FOR BREVARD INC COMM 3217525505 1361 BEDFORD DRIVE ROOM/SUITE 102 MELBOURNE FL 32940 MICHAEL S CEROW TREASURER 3217525505 2014-07-08 true EDWARD J BECK CPA P00368649 3216225997 2014-07-21 2013 2015-11-30 17:44:51Z COMMUNITY FOUNDATION FOR BREVARD SANDRA L SCANNELLI 1361 BEDFORD DRIVE SUITE 102 MELBOURNE FL 32940 4700376 false X CFBREVARD.ORG X 1981 FL SERVING AS AN INFORMATION RESOURCE AND CONDUCTING OUTREACH AND EDUCATION, THE FOUNDATION ATTRACTS AND STEWARDS CHARITABLE GIFTS WHILE PROMOTING AND INSPIRING LOCAL PHILANTHROPY FOR EDUCATIONAL, CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY. THE FOUNDATION SERVES AS A CATALYST IN IDENTIFYING COMMUNITY ISSUES AND OPPORTUNITIES AND INITIATES BOTH FINANCIAL AND COLLABORATIVE SOLUTIONS. INITIATIVES DURING THE YEAR INCLUDED CO-LEADING A COMMUNITY- BASED FORUM TO FACILITATE THE REINTEGRATION OF MILITARY SERVICE PERSONNEL; PROVIDING TOOLS, WORKSHOPS AND COUNSEL TO STRENGTHEN LOCAL NONPROFITS; CREATING A CATALOG OF GRANT APPLICATIONS FOR DONOR CONSIDERATION; CONVENING LOCAL GRANT-MAKERS AROUND ENVIRONMENTAL EDUCATION AND ITS NEEDS; CONVENING LOCAL NONPROFITS TO LEARN FROM AREA GRANT-MAKERS; PROVIDING INDIVIDUALS AND ORGANIZATIONS DIVERSE OPPORTUNITIES TO LEARN ABOUT AREA NEEDS AND THE NONPROFITS ADDRESSING THOSE NEEDS; THROUGH MEDIA, INCREASING AWAR 15 15 9 102 0 1414840 207010 0 1066342 882259 13784 11297 2494966 1100566 1580896 1243082 0 200491 216972 0 0 153281 153329 1934668 1613383 560298 -512817 12708264 12535393 579163 766535 12129101 11768858 X SERVING AS AN INFORMATION RESOURCE AND CONDUCTING OUTREACH AND EDUCATION, THE FOUNDATION ATTRACTS AND STEWARDS CHARITABLE GIFTS WHILE PROMOTING AND INSPIRING LOCAL PHILANTHROPY FOR EDUCATIONAL, CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY. THE FOUNDATION SERVES AS A CATALYST IN IDENTIFYING COMMUNITY ISSUES AND OPPORTUNITIES AND INITIATES BOTH FINANCIAL AND COLLABORATIVE SOLUTIONS. INITIATIVES DURING THE YEAR INCLUDED CO-LEADING A COMMUNITY- BASED FORUM TO FACILITATE THE REINTEGRATION OF MILITARY SERVICE PERSONNEL; PROVIDING TOOLS, WORKSHOPS AND COUNSEL TO STRENGTHEN LOCAL NONPROFITS; CREATING A CATALOG OF GRANT APPLICATIONS FOR DONOR CONSIDERATION; CONVENING LOCAL GRANT-MAKERS AROUND ENVIRONMENTAL EDUCATION AND ITS NEEDS; CONVENING LOCAL NONPROFITS TO LEARN FROM AREA GRANT-MAKERS; PROVIDING INDIVIDUALS AND ORGANIZATIONS DIVERSE OPPORTUNITIES TO LEARN ABOUT AREA NEEDS AND THE NONPROFITS ADDRESSING THOSE NEEDS; THROUGH MEDIA, INCREASING AWAR false false 1351433 1182508 CONSISTENT WITH THE COMMUNITY FOUNDATION FOR BREVARD'S MISSION, THE FOUNDATION IMPLEMENTED BOTH COMPETITIVE AND NONCOMPETITIVE GRANT-MAKING PROCESSES WITH DONOR-CONTRIBUTED RESOURCES AND GUIDED BY DONOR INTENT, WHICH INCLUDES NPO BRIEFINGS/TRAINING, AN ONLINE APPLICATION, COMMUNITY LEADER GRANT REVIEW ORIENTATION AND COORDINATION, AND PROVIDING FEEDBACK AND FOLLOWUP TO ALL APPLICANTS. GRANTS AWARDED IN ALL ASPECTS OF QUALITY OF LIFE INCLUDING EDUCATION, ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, ENVIRONMENTAL PROTECTION, AND ANIMAL WELFARE. DURING 2013, THE FOUNDATION DISTRIBUTED 96 GRANTS TO QUALIFIED ORGANIZATIONS AND 6 SCHOLARSHIP AWARDS TO FLORIDA UNIVERSITIES AND SCHOOLS. 134263 60574 INDIVIDUALLY AND IN GROUPS, THE FOUNDATION PROVIDES SUPPORT, ASSISTANCE, EDUCATION AND INFORMATION TO DONORS, ORGANIZATIONS, AND OTHER INDIVIDUALS SEEKING TO FIND AND INVEST IN COMMUNITY CAUSES. COMMUNITY EDUCATION AND SUPPORT PROGRAMS, INCLUDING 29 GRANTS TO VARIOUS ORGANIZATIONS IN 2013, INCLUDED RACING FOR RESEARCH; SEA TURTLE RESEARCH AND RESCUE; GET SOCIAL BREVARD; K.I.D.S. PRODUCT DISTRIBUTION; SUSTAINABLE ELIMINATION OF FOOD INSECURITY; AND THE WEB-BASED RESOURCE CONNECTBREVARD.ORG. 5582 DEVELOPED, INVESTED AND MANAGED DONOR CONTRIBUTIONS FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS AND CAUSES. DURING 2013, THE FOUNDATION MANAGED 64 FUNDS ESTABLISHED THROUGH DONOR CONTRIBUTIONS. 1491278 true true false false false true false false true true true false false false true false true false false false false false false false false false false true false false false false false false false false false true true false false false false false false false false true 2 0 true 9 true false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false FL X X X COMMUNITY FOUNDATION FOR BREVARD 3217525505 1361 BEDFORD DRIVE SUITE 102 MELBOURNE FL 32940 GINA H RALL CPA CHAIR 3.00 X X 0 0 0 BRIAN FISHER CPA VICE CHAIR 3.00 X X 0 0 0 RONALD E BRAY SECRETARY 3.00 X X 0 0 0 MICHAEL S CEROW CPA TREASURER 3.00 X X 0 0 0 KURT C WEISS ESQ PAST CHAIR 1.00 X X 0 0 0 I WAYNE COOPER CPA DIRECTOR 1.00 X 0 0 0 BILL FILLMORE DIRECTOR 1.00 X 0 0 0 MATT KUCERA CRPC DIRECTOR 1.00 X 0 0 0 LINDA J MAY DIRECTOR 1.00 X 0 0 0 TODD RUSSELL CPA DIRECTOR 1.00 X 0 0 0 ERIK SHUMAN ESQ DIRECTOR 1.00 X 0 0 0 LYNNE LAUGHNA-STRYNCHUK CFP DIRECTOR 1.00 X 0 0 0 BOB SUKOLSKY CLU DIRECTOR 1.00 X 0 0 0 MICK WELCH DIRECTOR 1.00 X 0 0 0 HOLLY WOOLSEY DIRECTOR 1.00 X 0 0 0 SANDRA L SCANNELLI PRESIDENT/CE 50.00 X 113313 0 6999 113313 6999 1 false false false 207010 28280 207010 429880 429880 4052189 3599810 452379 452379 452379 AGENCY ADMINISTRATIVE FEE 561499 5684 5684 GSB EVENTS 4338 4338 MISCELLANEOUS INCOME 1275 1275 11297 1100566 893556 1243082 1243082 113313 101982 11331 80420 64336 16084 4252 3401 851 4166 3333 833 14821 11857 2964 12500 12500 64214 64214 650 520 130 250 200 50 11539 9232 2307 9973 7979 1994 22267 17814 4453 4040 3232 808 3871 3097 774 9904 8287 1617 4740 3792 948 COMMUNITY EDUCATION 4037 4037 PROGRAM EVENTS - GSB 3601 3601 PROGRAM DEVELOPMENT 1496 1496 ANNUITY EXPENSE 247 247 1613383 1491278 122105 0 147893 131359 47230 43585 11087 3645 12547684 12398789 1600 1600 12708264 12535393 569845 759374 9318 7161 579163 766535 X 876521 867466 10995803 10624566 256777 276826 12129101 11768858 12708264 12535393 -512817 152574 X false true X true false X 375819 321177 167500 1414840 207010 2486346 375819 321177 167500 1414840 207010 2486346 13292 2473054 417806 414569 358199 425120 429880 2045574 3381 13784 11297 28462 4560382 0.54230 0.54220 X PART II, LINE 10 COMMUNITY EDUCATION 8,651 GSB EVENTS 4,338 AGENCY ADMIN FEE 9,743 MISCELLANEOUS INCOME 5,730 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 5 179387 6080 1024721 62284 5213451 802961 true true false true X 11235043 42835 906520 1069535 102464 177660 10834739 3776968 999735 543097 102044 45118 63043 5109595 4004233 15500 -27916 110425 40800 63624 3776968 3810864 32100 451591 140990 37065 64381 4052121 11278317 108014 2954045 2368685 81056 139001 11751634 0.00280 0.02560 0.97160 false false 47230 43585 3645 3645 LIABILITIES UNDER CRUT AGREEMENTS 7161 7161 1253140 152574 152574 1100566 1100566 1613383 1613383 1613383 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION HOLDS ASSETS UNDER TEN (10) SEPARATE AGENCY FUND AGREEMENTS FOR OTHER 501(C)(3) COMMUNITY ORGANIZATIONS AND DISTRIBUTES THOSE ASSETS AS RECOMMENDED BY THE OTHER ORGANIZATIONS. AGENCY FUND ASSETS ARE REPORTED ALONG WITH THE RESPECTIVE AGENCY LIABILITIES IN THE ORGANIZATION'S BALANCE SHEET. CONTRIBUTIONS AND DISTRIBUTIONS ARE REPORTED AS INCREASES (DECREASES) IN THE RESPECTIVE AGENCY LIABILITIES. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION UTILIZES THE DISTRIBUTION FROM ITS ENDOWMENT FUNDS AS DONORS' INTENDED TO SUPPORT A WIDE RANGE OF QUALIFIED 501(C)(3) ORGANIZATIONS FOR PERMITTED CHARITABLE PURPOSES, PRIMARILY THROUGHOUT THE BREVARD COMMUNITY. _ PART V, COL (A) - CHANGE IN REPORTING ENDOWMENT FUNDS DURING THE CURRENT YEAR, THE FOUNDATION HAS INCLUDED DAF ENDOWMENT FUNDS IN PART V,COLUMN(A); WHEREAS IN PRIOR YEARS THE DAF FUNDS WERE ONLY REPORTED IN PART I OF SCHEDULE D. FOLLOWING IS A RECONCILIATION OF THE BEGINNING AND ENDING BALANCES REPORTED IN PART V. LINE 1G END OF YEAR BALANCE, COL (B) PRIOR YEAR 5,109,595 ADD BEGINNING DAF ENDOWMENT FUND BALANCES 6,125,448 ----------- LINE 1A BEGINNING OF YEAR BALANCE, COL (A) CURRENT YEAR 11,235,043 =========== NOTE THAT ALL DAF FUNDS (INCLUDING DAF ENDOWMENTS) CONTINUE TO BE REPORTED IN PART I OF SCHEDULE D, AS WELL. true AMERICAN CANCER SOCIETY 4450 WEST EAU GALLIE BLVD STE 280 MELBOURNE FL 32934 131788491 3 5944 MEDICAL RESEARCH AMERICAN CANCER SOCIETY 4450 WEST EAU GALLIE BLVD STE 280 MELBOURNE FL 32934 131788491 3 9500 BREAST CANCER RES. AMIKIDS SPACE COAST INC 1000 INSPIRATION LANE MELBOURNE FL 32934 592869412 3 7000 AT-RISK YOUTH SERV. BREVARD MACHINIST APPRECTICESHIP 2501 SAND TRAP LANE UNIT D MELBOURNE FL 32935 593452908 3 15000 APPRENTICE PROGRAM BREVARD RESCUE MISSION INC PO BOX 204 COCOA FL 32923 261686406 3 5500 HOUSING & SUPPORT BREVARD SCHOOLS FOUNDATION 2700 JUDGE FRAN JAMISON WAY VIERA FL 32940 592895155 3 87500 SCHOOL SUPPLIES BREVARD SYMPHONY ORCHESTRA PO BOX 361965 MELBOURNE FL 32936 591149727 3 8500 PERFORMING ARTS BREVARD SYMPHONY YOUTH ORCHESTRA PO BOX 360553 MELBOURNE FL 32936 592601828 3 9000 PERFORMING ARTS EAST COAST ZOOLOGICAL DBA BREVARD ZOO 8225 N WICKHAM FD MELBOURNE FL 32940 592496749 3 130000 ANIMAL WELFARE EAST COAST ZOOLOGICAL DBA BREVARD ZOO 8225 N WICKHAM FD MELBOURNE FL 32940 592496749 3 11318 SEA TURTLE WELFARE CENTRAL BREVARD HUMANE SOCIETY 1020 COX ROAD COCOA FL 32926 590873109 3 7920 ANIMAL WELFARE CLUB ESTEEM 3316 MONROE ST MELBOURNE FL 32901 593317831 3 30000 EDUCATION SUPPORT DAILY BREAD INC 815 EAST FEE AVENUE MELBOURNE FL 32901 592846212 3 6200 INDIGENT HOT MEALS FAMILY COUNSELING CENTER OF BREVARD 840 BREVARD AVE ROCKLEDGE FL 32955 591059517 3 5500 MENTAL HEALTH SERVIC FLORIDA INSTITUTE OF TECHNOLOGY 150 W UNIVERSITY BLVD MELBOURNE FL 32901 596046500 3 48144 ALZHEIMERS RESEARCH FLORIDA WILDLIFE HOSPITAL AND SANCTUARY 4560 N US HWY 1 MELBOURNE FL 32935 237292826 3 6000 WILDLIFE WELFARE GRANT COMMUNITY CLUB PO BOX 44 GRANT FL 32949 237017785 3 15250 SCHOLARSHIPS THE HAVEN FOR CHILDREN INC PO BOX 327 MELBOURNE FL 32902 592722408 3 5453 GRP HOME FOSTER CARE KEEP BREVARD BEAUTIFUL INC 1620 ADAMSON ROAD COCOA FL 32926 592154072 3 5083 ENVIRONMENT LEAD BREVARD INC 123 BARTON BLVD SUITE 101 ROCKLEDGE FL 32955 593189067 3 10000 NONPROFIT CAPACITY MELBOURNE ART FESTIVAL PO BOX 611 MELBOURNE FL 32902 592525180 3 10000 ARTS & CULTURE MELBOURNE CENTRAL CATHOLIC HS 100 E FLORIDA AVE MELBOURNE FL 32901 596080774 3 19000 SCHOLARSHIPS (2) SEA TURTLE CONSERVANCY 4424 NW 13TH ST STE B-11 GAINESVILLE FL 32609 596151069 3 5400 WILDLIFE WELFARE SOUTH BREVARD WOMEN'S CENTER INC 1425 AURORA ROAD MELBOURNE FL 32935 591628264 3 8000 WOMEN'S SHELTER SPACE COAST EARLY INTERVENTION CENTER INC 3790 DAIRY ROAD MELBOURNE FL 32904 592858471 3 5900 CHILDREN'S SERVICES UNIVERSITY OF FLORIDA PO BOX 114025 GAINESVILLE FL 32611 596002052 3 600000 EDUCATION SUPPORT 24 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS AWARDED, EXCEPT THOSE THAT ARE UNRESTRICTED, MUST FILE A REPORT WITH THE CEO WITH DOCUMENTATION/ SOURCE DOCUMENTS OF HOW THE FUNDS AWARDED WERE SPENT, CONSISTENT WITH THE PURPOSE OF THE GRANT. ANY EXCEPTIONS ARE REPORTED TO THE BOARD. MICK WELCH DIRECTOR 245 BANKING SERVICES false SCHEDULE L, PART V MICK WELCH, FOUNDATION DIRECTOR, IS PRESIDENT OF BANKFIRST, BREVARD COUNTY, WHICH PROIVDES ROUTINE BANKING SERVICES TO THE FOUNDATION. X 1 28280 QUOTED MARKET VALUE false false false FORM 990 - ORGANIZATION'S MISSION SERVING AS AN INFORMATION RESOURCE AND CONDUCTING OUTREACH AND EDUCATION, THE FOUNDATION ATTRACTS AND STEWARDS CHARITABLE GIFTS WHILE PROMOTING AND INSPIRING LOCAL PHILANTHROPY FOR EDUCATIONAL, CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY. THE FOUNDATION SERVES AS A CATALYST IN IDENTIFYING COMMUNITY ISSUES AND OPPORTUNITIES AND INITIATES BOTH FINANCIAL AND COLLABORATIVE SOLUTIONS. INITIATIVES DURING THE YEAR INCLUDED CO-LEADING A COMMUNITY- BASED FORUM TO FACILITATE THE REINTEGRATION OF MILITARY SERVICE PERSONNEL; PROVIDING TOOLS, WORKSHOPS AND COUNSEL TO STRENGTHEN LOCAL NONPROFITS; CREATING A CATALOG OF GRANT APPLICATIONS FOR DONOR CONSIDERATION; CONVENING LOCAL GRANT-MAKERS AROUND ENVIRONMENTAL EDUCATION AND ITS NEEDS; CONVENING LOCAL NONPROFITS TO LEARN FROM AREA GRANT-MAKERS; PROVIDING INDIVIDUALS AND ORGANIZATIONS DIVERSE OPPORTUNITIES TO LEARN ABOUT AREA NEEDS AND THE NONPROFITS ADDRESSING THOSE NEEDS; THROUGH MEDIA, INCREASING AWARENESS OF COMMUNITY ISSUES AND CHARITABLE SOLUTIONS AND SERVICES; AND MAINTAINING A WEB-BASED INFORMATION RESOURCE ON ALL NONPROFITS IN THE COUNTY. THROUGH VOLUNTEERS, THE FOUNDATION DISTRIBUTED CHILDREN'S PRODUCTS TO FAMILIES WORKING TO GET BACK ON THEIR FEET AND PROVIDED SOCIAL MEDIA EDUCATION AND SUPPORT TO NONPROFIT ORGANIZATIONS. THE FOUNDATION AWARDED 125 GRANTS AND SCHOLARSHIPS DURING THE YEAR, ALSO EDUCATING AND ENGAGING THE COMMUNITY IN THE GRANT-MAKING PROCESS. _ FORM 990 FORM 990, PART I, LINE 5 (PART V, LINE 2A) THE FOUNDATION HAS 3 FULL-TIME EQUIVALENT POSITIONS. IN 2013, THE NUMBER OF EMPLOYEES LISTED REFLECTS BOTH TURNOVER AND PART-TIME, TEMPORARY INTERN/FELLOW WHO ASSISTED, SHORT-TERM ON A SPECIAL PROJECT. FORM 990, PAGE 1, PART I, LINE 6 THE FOUNDATION HAS DEVELOPED AN EXTENSIVE NETWORK OF COMMUNITY BASED VOLUNTEERS WHO WORK DILIGENTLY THROUGHOUT THE YEAR IN SUPPORTING THE ORGANIZATION AND ITS PROGRAMS. THE FOLLOWING TABLE SUMMARIZES THE NUMBER OF VOLUNTEER HOURS FOR 2013 BY MAJOR PROGRAM: HOURS ------- GET SOCIAL BREVARD (SOCIAL MEDIA ENTHUSIASTS PROVIDING EDUCATION AND ASSISTANCE TO NPOS) 708 SCHOLARSHIP APPLICATION REVIEW COMMITTEES 63 MEDICAL RESEARCH GRANT REVIEW COMMITTEE 32 NONPROFIT WORKSHOPS COORDINATORS/LEADERS 42 GRANT-MAKER BRIEFINGS 63 OPEN GRANT APPLICATION REVIEW TEAMS 682 COMMUNITY BROADCASTING PROGRAM 180 COMMUNITY BLUEPRINT 180 KIDS PROJECT 23 OTHER PROGRAMS AND SUPPORT 60 ------- TOTALS 2,033 ======= FORM 990, PAGE 6, PART VI, LINE 11B THE FOUNDATION'S INDEPENDENT CPA FIRM COMPILES ACCOUNTING INFORMATION AND PREPARES FORM 990; PROVIDES COPY TO PRESIDENT/CEO TO REVIEW AND COMPLETE/UPDATE; PRESIDENT/CEO MEETS WITH CPA TO REVIEW; THE BOARD OF DIRECTORS RECEIVES A FULL COPY OF FORM 990 AND REVIEWS IT PRIOR TO FILING. _ FORM 990, PAGE 6, PART VI, LINE 12C ALL OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND AGREE TO REMOVE THEMSELVES FROM PARTICIPATION, DISCUSSION AND VOTING FROM ANY REAL OR PERCEIVED SITUATION WHERE CONFLICT MAY ARISE. OFFICERS, COMMITTEE CHAIRS, AND KEY EMPLOYEES MONITOR EACH DECISION AT MEETINGS; ANY WITH CONFLICTS RECUSE THEMSELVES FROM PARTICIPATING/VOTING. _ FORM 990, PAGE 6, PART VI, LINE 15A THE CEO PERFORMANCE AND COMPENSATION PROCESS IS DETERMINED BY THE BOARD'S GOVERNANCE COMMITTEE. THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE WITH INPUT FROM CEO SELF-EVALUATION AND ALL BOARD MEMBERS. CEO COMPENSATION IS REVIEWED USING RELEVANT DATA FROM THE COUNCIL ON FOUNDATIONS; AREA COMPENSATION FOR COMPARABLE POSITIONS; AND INDIVIDUAL PERFORMANCE. THE COMMITTEE REPORTS TO THE BOARD, THE BOARD DISCUSSES, MODIFIES, AS DEEMED APPROPRIATE, AND APPROVES FINAL REVIEW/COMPENSATION. _ FORM 990, PAGE 6, PART VI, LINE 19 THE COMMUNITY FOUNDATION ADOPTED IN 2010 A WRITTEN PUBLIC DISCLOSURE POLICY TO AVAIL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND OTHER POLICIES, AS WELL AS 990 FINANCIAL INFORMATION UPON REQUEST, EXCLUDING DONOR INFORMATION. COPIES WILL BE MADE FOR A NOMINAL FEE TO COVER THE COST OF REPRODUCTION. 990 INFORMATION IS ALSO AVAILABLE ON THE FOUNDATION'S SITE, CONNECTBREVARD AND OTHER PUBLIC SITES THAT POST 990 RETURNS.