2014-02-15T10:57:44-06:00 2013-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2012-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S HILDRETH 2699450526 2014-01-30 1 VICKI L VANDENBERG CPA P00100422 2695674500 2012 2015-11-30 17:44:51Z BONNIE S HILDRETH 231 SOUTH BROADWAY HASTINGS MI 49058 6313857 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 8 12 0 0 1020621 3933780 0 0 730865 652853 26588 40830 1778074 4627463 729433 891842 0 0 239608 241333 0 0 118819 257883 463769 1226924 1596944 551150 3030519 18490625 22807037 310206 310214 18180419 22496823 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 1238141 891842 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, FOSTERING YOUTH DEVELOPMENT 1238141 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 8 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 JENNIFER HAYWOOD 0.50 0.50 X X 0 0 0 KAREN HEATH 2.00 0.50 X X 0 0 0 DEBRA MCKEOWN 0.50 0.50 X 0 0 0 ROBERT PERINO 0.50 0.50 X 0 0 0 MELISSA WALLACE 0.50 0.50 X 0 0 0 CARL SCHOESSEL 0.50 0.50 X 0 0 0 DAVID SOLMES 0.50 0.50 X X 0 0 0 SHAUNA SWANTEK 0.50 0.50 X 0 0 0 JIM TOBUREN 0.50 2.00 X 0 0 0 DAVID COLEMAN 0.50 0.00 X X 0 0 0 MIKE MCCULLOUGH 0.50 0.00 X 0 0 0 MARCIA SZUMOWSKI 0.50 0.00 X 0 0 0 FRED JACOBS 0.50 0.50 X 0 0 0 BONNIE HILDRETH 35.00 5.00 X 76817 0 7939 JENNIFER RICHARDS 39.00 1.00 X 51569 0 5285 128386 0 13224 0 0 0 0 0 74553 5713 3853514 11325 3933780 553132 553132 1786115 1686394 99721 99721 99721 MISCELLANEOUS 900099 40830 40830 40830 4627463 0 0 693683 816212 816212 75630 75630 157460 75972 32871 48617 70139 34566 22071 13502 624 308 196 120 13110 6461 4125 2524 70751 70751 11634 1821 2517 7296 15984 3275 10777 1932 25626 7098 14299 4229 9319 3635 5684 3153 3153 1725 1725 6707 1373 4517 817 FUND EXPENSES 269428 194168 58463 16797 LEADERSHIP BARRY COUNTY 16008 13255 1665 1088 TRAINING 8997 8002 995 MEMBERSHIPS/SUBSCRIPTIO 8911 8911 15526 9219 6307 1596944 1238141 239984 118819 607743 1772937 80370 97500 52398 63478 27724 18273 1898 9451 15317955 16832998 2430261 2680673 0 1350000 18490625 22807037 21285 39303 87611 76000 201310 194911 310206 310214 X 17992254 22282578 122580 148660 65585 65585 18180419 22496823 18490625 22807037 X 3030519 1301184 -15299 X X 0 1 X 1 0 X 782551 882136 920771 1020621 3933780 7539859 782551 882136 920771 1020621 3933780 7539859 3300516 4239343 430231 358622 276281 603104 553132 2221370 30484 18440 22590 26588 40830 138932 9900161 0.42820 0.39310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 376070 491250 718706 1 1 16751045 4039708 1753694 1228125 21316322 16524979 1463142 -311426 925650 16751045 14653665 1009999 2081829 895559 324955 16524979 13279269 780210 1775644 946565 234893 14653665 14756629 747001 -1345665 878696 13279269 0.99620 0.00070 0.00310 0 0 27724 18273 9451 9451 ALTERNATIVE INVESTMENTS 2680673 F 2680673 PROGRAM RELATED INVESTMENT 1350000 C 1350000 ANNUITY OBLIGATIONS 194911 194911 X 5913348 1301184 -15299 1285885 4627463 0 4627463 1596944 0 1596944 0 1596944 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FUNDS ARE INTENDED TO SUPPORT THE BARRY COMMUNITY FOUNDATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE 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 BCEC 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 BCEC AND HAVE CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION AND BCEC ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURSIDICTIONS; 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, 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -26,379. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 11,080. 1 BARRY COUNTY UNITED WAY 450 MEADOW RUN DR HASTINGS MI 49058 386062803 501(C)(3) 95299 ADMINISTRATIVE AND PROGRAM GRANTS DELTON KELLOGG SCHOOLS 327 N GROVE STREET DELTON MI 49046 386000445 501(C)(4) 9079 ANTI BULLYING GRANT GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 360213 ANNUAL AVAILABLE DISTRIBUTION. HASTINGS AREA SCHOOL SYSTEM 232 W GRAND STREET HASTINGS MI 49058 386000437 501(C)(4) 48748 WIRELESS INFRASTRUCTURE INSTALLATION HASTINGS PUBLIC LIBRARY 227 E STATE STREET HASTINGS MI 49058 382612429 115 23528 ANNUAL AVAILABLE DISTRIBUTION KELLOGG COMMUNITY COLLEGE FOUNDATION 450 NORTH AVE BATTLE CREEK MI 49017 383411520 501(C)(3) 49602 HHS RENOVATION FOR WELDING LAB MANNA'S MARKET INC 115 N MAIN STREET WOODLAND MI 48897 208232602 501(C)(3) 6393 FOOD, CLOTHING BANK, AND BABY PANTRY MAPLE VALLEY SCHOOLS 11090 NASHVILLE HWY VERMONTVILLE MI 49096 381709540 501(C)(4) 12000 SAFE ROUTE 2 SCHOOL GRANT THORNAPPLE ARTS COUNCIL OF BARRY COUNTY PO BOX 36 HASTINGS MI 49058 382744924 501(C)(3) 27738 ANNUAL AVAILABLE DISTRIBUTION. YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 10855 ANNUAL AVAILABLE DISTRIBUTION. BARRY COUNTY ECONOMIC ALLIANCE 211 W STATE ST HASTINGS MI 49058 380633630 501(C)(3) 18787 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) 21547 SCHOLARSHIPS MICHIGAN STATE UNIVERSITY 113 STUDENT SERVICE BLDG EAST LANSING MI 48824 386005984 115 17000 $15,000 - DONOR ADVISEDREMAINING-SCHOLARSHIPS PIERCE CEDAR CREEK INSTITUTE 701 W CLOVERDALE RD HASTINGS MI 49058 382820095 501(C)(3) 10000 DONOR ADVISED DONATION THORNAPPLE KELLOGG SCHOOLS 10051 GREEN LAKE RD MIDDLEVILLE MI 49333 386000489 501(C)(4) 7300 VARIOUS CLASSROOM SUPPLIES/TECHNOLOGY 11 4 SCHOLARSHIPS 79 75630 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 2013. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH OUR ANNUAL REPORTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -26,379. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 11,080. 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