2014-11-14T13:54:09-06:00 2014-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2013-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S HILDRETH PRESIDENT/CEO 2699450526 2014-10-22 1 VICKI L VANDENBERG CPA P00100422 2695674500 2013 2015-11-30 17:44:51Z BONNIE S HILDRETH 231 SOUTH BROADWAY HASTINGS MI 49058 4120548 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 10 15 0 0 3933780 2273009 0 0 652853 735498 40830 39357 4627463 3047864 891842 934438 0 0 241333 285178 0 0 144875 463769 330835 1596944 1550451 3030519 1497413 22807037 26368396 310214 314555 22496823 26053841 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 1196542 934438 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. 1196542 1 1 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 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 10 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 HILDRETH 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 KAREN HEATH CHAIR 2.00 0.50 X X 0 0 0 DAVID SOLMES 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 ROBERT PERINO TRUSTEE 0.50 0.50 X 0 0 0 CARL SCHOESSEL TRUSTEE 0.50 0.50 X 0 0 0 SHAUNA SWANTEK TRUSTEE 0.50 0.50 X 0 0 0 MIKE MCCULLOUGH TRUSTEE 0.50 0.00 X 0 0 0 MARCIA SZUMOWSKI TRUSTEE 0.50 0.00 X 0 0 0 FRED JACOBS TRUSTEE 0.50 0.50 X 0 0 0 SCOTT MCKEOWN TRUSTEE 0.50 0.00 X 0 0 0 BARB CASE TRUSTEE 0.50 0.00 X 0 0 0 BONNIE HILDRETH PRESIDENT 30.00 10.00 X 79536 0 7643 JENNIFER RICHARDS VICE PRESIDENT 39.50 0.50 X 53159 0 6885 132695 0 14528 0 0 0 0 0 104983 1405 2166621 8679 2273009 515256 515256 1292926 1072684 220242 220242 220242 MISCELLANEOUS 900099 39357 39357 39357 3047864 0 0 774855 849903 849903 84535 84535 167038 80510 29984 56544 97532 38489 39753 19290 1315 519 536 260 19293 7613 7864 3816 52622 52622 24491 1990 2292 20209 15410 4395 8397 2618 16815 7902 4205 4708 13501 4898 8603 8978 8978 1824 1824 3713 3713 FUND EXPENSES 142234 99480 34028 8726 LEADERSHIP BARRY COUNTY 14536 13018 735 783 MEMBERSHIPS/SUBSCRIPTIO 10890 10890 TRAINING 9713 8188 1525 16108 9205 6903 1550451 1196542 209034 144875 1772937 2563365 97500 150125 63478 75373 37629 19289 9451 18340 16832998 19372605 2680673 2836459 1350000 1350000 2129 22807037 26368396 39303 31675 76000 99150 194911 183730 310214 314555 X 22282578 25842118 148660 146138 65585 65585 22496823 26053841 22807037 26368396 X 1497413 2068688 -9083 X X 0 1 X 1 0 X 882136 920771 1020621 3933780 2273009 9030317 882136 920771 1020621 3933780 2273009 9030317 4359350 4670967 358622 276281 603104 553132 515256 2306395 18440 22590 26588 40830 39357 147805 11484517 0.40670 0.42820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 21029 67055 818440 1 1 21316322 3035452 2522941 1408588 25466127 16751045 4039708 1753694 1228125 21316322 16524979 1463142 -311426 925650 16751045 14653665 1009999 2081829 895559 324955 16524979 13279269 780210 1775644 946565 234893 14653665 0.99650 0.00260 0.00090 0 0 37629 19289 18340 18340 ALTERNATIVE INVESTMENTS 2836459 F 2836459 PROGRAM RELATED INVESTMENT 1350000 C 1350000 ANNUITY OBLIGATIONS 183730 183730 X 5107469 2068688 -9083 2059605 3047864 0 3047864 1550451 0 1550451 0 1550451 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, 2014 AND 2013, 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, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -20,978. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 11,895. 1 BARRY COUNTY UNITED WAY 450 MEADOW RUN DR HASTINGS MI 49058 386062803 501(C)(3) 145737 ADMINISTRATIVE AND PROGRAM GRANTS GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 315104 ANNUAL AVAILABLE DISTRIBUTION. HASTINGS PUBLIC LIBRARY 227 E STATE STREET HASTINGS MI 49058 382612429 115 14484 ANNUAL AVAILABLE DISTRIBUTION MANNA'S MARKET INC 115 N MAIN STREET WOODLAND MI 48897 208232602 501(C)(3) 15042 FOOD, CLOTHING BANK, AND BABY PANTRY THORNAPPLE ARTS COUNCIL OF BARRY COUNTY PO BOX 36 HASTINGS MI 49058 382744924 501(C)(3) 28791 ANNUAL AVAILABLE DISTRIBUTION. YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 75770 ANNUAL DISTRIBUTION AND PROGRAM SUPPORT BARRY COUNTY ECONOMIC ALLIANCE 211 W STATE ST HASTINGS MI 49058 380633630 501(C)(3) 31598 BCF 3-YR PRIORITY HASTINGS EDUCATION ENRICHMENT FOUNDATION WALKER FLUKE SHELDON ATTN JULIE WELTON 525 W APPLE ST HASTINGS MI 49058 382596449 501(C)(3) 22709 SCHOLARSHIPS THORNAPPLE KELLOGG SCHOOLS 10051 GREEN LAKE RD MIDDLEVILLE MI 49333 386000489 115 14622 VARIOUS CLASSROOM SUPPLIES/TECHNOLOGY BARRY COUNTY CHRISTIAN SCHOOL 2999 MCKEOWN RD HASTINGS MI 49058 381983211 501(C)(3) 10000 TO HELP WITH THE COST OF A NEW ROOF AND FURNACE AT THE SCHOOL BARRY COUNTY INTERMEDIATE SCHOOL DISTRICT 535 WEST WOODLAWN HASTINGS MI 49058 381717620 115 5000 TRANSPORTATION FOR THE GILMORE GARAGE WORKS PROGRAM BIG BROTHERS BIG SISTERS KALAMAZOO 3501 COVINGTON KALAMAZOO MI 49001 381720832 501(C)(3) 6771 TO SUPPORT BBBS PROGRAMS BEING RUN THROUGH AREA SCHOOLS GILMORE CAR MUSEUM 6865 HICKORY RD HICKORY CORNERS MI 49060 386154163 501(C)(3) 30000 PROGRAM SUPPORT SAFE HABOR CHILDREN'S ADVOCACY CENTER 402 TROWBRIDGE ALLEGAN MI 49010 382748322 501(C)(3) 26141 START-UP ASSISTANCE AND PROGRAM SUPPORT 14 0 SCHOLARSHIPS 81 84535 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 2014. 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 -20,978. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 11,895. 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