2014-08-06T10:40:10-05:00 2013-12-31 580673524 MOORE STEPHENS TILLER LLC 777 GLOUCESTER STREET SUITE 201 BRUNSWICK GA 31520 990 2013-01-01 202454729 COMMUNITIES OF COASTAL GEORGIA FOUNDATION INC COMM 9122684442 1626 FREDERICA ROAD NO 201 ST SIMONS ISLAND GA 31522 VALERIE HEPBURN PRESIDENT & CEO 9122809202 2014-07-21 1 RONALD K RECTOR P00260850 9122651750 2013 2015-11-30 17:44:51Z VALERIE HEPBURN 1626 FREDERICA ROAD NO 201 ST SIMONS ISLAND GA 31522 6471871 0 X WWW.COASTALGEORGIAFOUNDATION.ORG X 2005 GA SEE SCHEDULE O.THE COMMUNITIES OF COASTAL GEORGIA FOUNDATION, INC. WAS ESTABLISHED TO IMPROVE THE QUALITY OF LIFE IN COASTAL GEORGIA BY ENCOURAGING RESPONSIVE AND EFFECTIVE PHILANTHROPY TO ADDRESS COMMUNITY NEEDS AND ISSUES, BOTH NOW AND FOR FUTURE GENERATIONS. WE WORK WITH INDIVIDUALS, FAMILIES, CORPORATIONS AND FOUNDATIONS TO CREATE FUNDS; WE CONVENE COMMUNITY LEADERSHIP ON ISSUES VITAL TO THE REGION; WE HELP TO BUILD THE CAPACITY OF LOCAL NONPROFITS. 16 16 2 55 0 0 1641040 3169060 0 0 303727 242072 6141 1314 1950908 3412446 559680 490404 0 0 163037 162234 0 0 55206 180553 134954 903270 787592 1047638 2624854 8514944 12711007 1364203 2327400 7150741 10383607 X AS ONE OF OVER 750 COMMUNITY FOUNDATONS IN THE U.S. OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE IN COASTAL GEORGIA BY PROMOTING AND INCREASING RESPONSIBLE, EFFECTIVE PHILANTHROPY, NOW AND FOR FUTURE GENERATIONS. OUR ASSETS ARE ADMINISTERED FOR CHARITABLE PURPOSES PRIMARILY FOR THE BENEFIT OF GLYNN, MCINTOSH AND CAMDEN COUNTIES, THROUGH BOTH COMPETITIVE AND NON-COMPETITIVE GRANT AWARDS. 0 0 663380 490404 WE PROVIDE PHILANTHROPIC SERVICES TO OUR DONORS AND FUND HOLDERS, EDUCATING THEM ON COMMUNITY ISSUES, HELPING THEM DEFINE THEIR GOALS, AND ADMINISTERING THEIR GRANT MAKING REQUESTS IN AN EFFICIENT AND EFFECTIVE MANNER. OUR ASSETS ARE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES AND CONSIST OF BOTH ENDOWED AND NON-ENDOWED FUNDS (SEE SCHEDULE O). WE STRENGTHEN LOCAL NONPROFITS THROUGH GRANT MAKING, AND INDIVIDUALLY WORK WITH THEM TO DEFINE AND ARTICULATE THEIR PROGRAMS AND IMPROVE THEIR CAPACITY TO OPERATE EFFECTIVELY AND WITH THE HIGHEST STANDARDS (SEE SCHEDULE O). WE CONVENE THE COMMUNITY AROUND CRITICAL ISSUES, RAISING PUBLIC AWARENESS, FACILITATING MEETINGS, HELPING DEFINE THE ISSUE AND APPROPRIATE RESPONSES (SEE SCHEDULE O). 663380 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 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 1 4 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 GA X X X VALERIE HEPBURN 9122684442 1626 FREDERICA ROAD SUITE 201 ST SIMONS ISLAND GA 31522 DENNIE L MCCRARY AT-LARGE EXECUTIVE COMMITT 2.00 X X 0 0 0 JEANNE MANNING AT-LARGE EXECUTIVE COMMITT 1.00 X X 0 0 0 S LLOYD NEWBERRY AT-LARGE EXECUTIVE COMMITT 1.00 X X 0 0 0 REES SUMERFORD CHAIR 2.00 X X 0 0 0 ARTHUR LUCAS VICE CHAIR / SECRETARY 1.00 X X 0 0 0 CLAUDE H BOOKER JR TREASURER 1.00 X X 0 0 0 JEFF BARKER DIRECTOR 1.00 X 0 0 0 MARK BEDNER DIRECTOR 1.00 X 0 0 0 MARTHA B ELLIS DIRECTOR 1.00 X 0 0 0 ELLEN FLEMING DIRECTOR 1.00 X 0 0 0 DIANE LAWS DIRECTOR 1.00 X 0 0 0 BERNARD MCCLOUD DIRECTOR 1.00 X 0 0 0 DIANA MURPHY DIRECTOR 0.00 X 0 0 0 ALFRED SAMS III DIRECTOR 1.00 X 0 0 0 BONNEY S SHUMAN DIRECTOR 1.00 X 0 0 0 WILLIAM J STEMBLER DIRECTOR 0.00 X 0 0 0 LEE H OWEN EXECUTIVE DIRECTOR 40.00 X 81308 0 14515 81308 0 14515 0 0 0 0 0 3169060 77437 3169060 117647 117647 3183850 3059425 124425 124425 124425 MANAGEMENT FEES 523920 1314 1314 1314 3412446 0 0 243386 490404 490404 85300 46915 21325 17060 46924 25808 11731 9385 2525 1389 631 505 17230 9477 4307 3446 10255 5640 2564 2051 40431 22237 10108 8086 488 268 122 98 11100 6105 2775 2220 21157 21157 4226 2324 1057 845 5313 2922 1328 1063 4231 2327 1058 846 10552 5804 2638 2110 2627 1445 657 525 2966 1631 742 593 144 79 36 29 890 489 223 178 OTHER 22621 12442 5655 4524 PRINTING AND PUBLICATIO 6558 3608 1638 1312 MEMBERSHIPS 1650 909 411 330 787592 663380 69006 55206 107782 87906 1649133 2113162 1014984 867886 4580 5647 8163 8075 232 88 5737498 8733836 901747 735 735 8514944 12711007 9254 10023 1354949 2317377 1364203 2327400 X 6116297 9495686 1034444 887921 7150741 10383607 8514944 12711007 2624854 608012 0 X X 0 1 X 1 0 X 331613 1705877 1896089 1641040 3169060 8743679 331613 1705877 1896089 1641040 3169060 8743679 1245253 7498426 52780 51150 113629 83289 117647 418495 9162174 0.81840 0.63990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 3096127 399340 6936709 1 1 1733129 38088 273127 6030 5660 2032654 336130 1235273 168772 3394 3652 1733129 248449 113603 -16593 6802 2527 336130 182455 47338 25557 5288 1613 248449 151919 3330 33078 4625 1247 182455 1.00000 0 0 8163 8075 88 88 VANGUARD FTSE DEVELOPED MARKETS ETF 901747 F 901747 AMOUNTS HELD TO BENEFIT AN AGENCY FUND 2317377 2317377 3999301 608012 608012 3391289 21157 21157 3412446 766435 0 766435 21157 21157 787592 PART V, LINE 4: TO BE IN EXISTENCE IN PERPETUITY TO ADDRESS COMMUNITY ISSUES AND TO CREATE DONOR DETERMINED ENDOWMENTS TO PROVIDE FOR SINGLE NONPROFIT AGENCIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XI, LINE 4B AND PART XII, LINE 4B THE 21,157 IS COMPOSED OF INVESTMENT FEES NETTED AGAINST INVESTMENT INCOME IN THE AUDIT REPORT, BUT REPORTED IN THE STATEMENT OF FUNCTIONAL EXPENSES ON FORM 990. 1 ALTAMAHA TECHNICAL COLLEGE FOUNDATION INC 1777 WEST CHERRY STREET JESUP GA 31545 581918665 501(C)(3) 10000 LITERARY SUCCESS; ADULT EDUCATION PROGRAMS AMERICAN CANCER SOCIETY - RELAY FOR LIFE 2433 RIDGEPORT DRIVE SUITE B AUSTIN TX 78754 131788491 501(C)(3) 10199 RELAY FOR LIFE BRYAN-LANG FOUNDATION INC PO BOX 7115 WOODBINE GA 31569 581692245 501(C)(3) 10000 ACCESSIONING OF HISTORICAL MATERIALS CAMDEN COMMUNITY CRISIS CENTER INC PO BOX 5159 ST MARYS GA 31558 581775895 501(C)(3) 29000 COMMUNITY IMPACT GRANT / MORTGAGE RETIREMENT CAMDEN COUNTY SCHOOLS 311 SOUTH EAST STREET KINGSLAND GA 31548 586000201 501(C)(3) 8000 GENERAL SUPPORT CASA GLYNN 1615 REYNOLDS STREET BRUNSWICK GA 31520 582176608 501(C)(3) 13250 COMMUNITY IMPACT GRANT CHRIST CHURCH - FREDERICA 6329 FREDERICA ROAD ST SIMONS ISLAND GA 31522 586067060 501(C)(3) 10000 ANNUAL SUPPORT / CAPITAL CAMPAIGN COASTAL GEORGIA HISTORICAL SOCIETY INC PO BOX 21136 ST SIMONS ISLAND GA 31522 580964094 501(C)(3) 11000 GENERAL SUPPORT / RESTORATION CAMPAIGN COLLEGE OF COASTAL GEORGIA FOUNDATION INC ONE COLLEGE DRIVE BRUNSWICK GA 31520 586072323 501(C)(3) 8500 GENERAL SUPPORT DUKE UNIVERSITY 324 BLACKWELL STREET DUKE BOX 10 DURHAM NC 27701 560532129 501(C)(3) 13700 GENERAL SUPPORT FREDERICA ACADEMY INC 200 MURRAY WAY ST SIMONS ISLAND GA 31522 581093060 501(C)(3) 10250 GENERAL SUPPORT / CAPITAL CAMPAIGN GLYNN COMMUNITY CRISIS CENTER PO BOX 278 BRUNSWICK GA 31521 581498878 501(C)(3) 8000 GENERAL SUPPORT HUMANE SOCIETY OF SOUTH COASTAL GEORGIA 4627 US HIGHWAY 17 NORTH BRUNSWICK GA 31525 586073265 501(C)(3) 29976 GENERAL SUPPORT MAGNOLIA MANOR OF ST SIMONS INC 2001 SOUTH LEE STREET AMERICUS GA 31709 201364957 501(C)(3) 50000 GENERAL SUPPORT METHODIST HOME OF THE SOUTH GEORGIA CONFERENCE INC POST OFFICE BOX 2525 MACON GA 31203 580622971 501(C)(3) 10000 ST MARYS BOYS HOME MGVP INC 1876 MANSION HOUSE DRIVE BALTIMORE MD 21217 061752363 501(C)(3) 9476 MOUNTAIN GORILLA VETERINARY PROJECT SAFE HARBOR CHILDREN'S CENTER INC PO BOX 1313 BRUNSWICK GA 31521 581907913 501(C)(3) 15500 GENERAL SUPPORT SOUTHERN TECHNOLOGICAL ADVOCACY RESOURCES FOUNDATION 1907 GLOUCESTER STREET BRUNSWICK GA 31520 311561207 501(C)(3) 14500 GENERAL SUPPORT / PURCHASE COMPUTERS ST SIMONS PRESBYTERIAN CHURCH 205 KINGS WAY ST SIMONS ISLAND GA 31522 580909235 501(C)(3) 28250 GENERAL SUPPORT US FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST 201 N ILLIONOIS ST 16TH FLOOR SOUTH TOWER INDIANAPOLIS IN 46204 300224549 501(C)(3) 9476 GENERAL SUPPORT UNITED WAY OF COASTAL GEORGIA INC PO BOX 877 BRUNSWICK GA 31521 580671327 501(C)(3) 27750 ANNUAL CAMPAIGN WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN PO BOX 5153 SANTA FE NM 87502 850102311 501(C)(3) 12500 CAPITAL CAMPAIGN YMCA OF COASTAL GEORGIA PO BOX 14142 SAVANNAH GA 31416 580603160 501(C)(3) 8875 GENERAL SUPPORT PART I, LINE 2: THE GRANT MAKING PROCESS IS WELL DOCUMENTED, BOTH IN POLICIES AND PROCEDURES ADOPTED BY THE BOARD, AND ALSO ON OUR WEBSITE AT WWW.COASTALGEORGIAFOUNDATION.ORG. THERE IS A DEFINED PROCESS FOR RECEIVING LETTERS OF INTENT AND FULL PROPOSALS AS WELL AS REQUESTED FINANCIAL INFORMATION FROM THE GRANT SEEKING NONPROFIT. DECISIONS ARE MADE BY THE COMMUNITY IMPACT COMMITTEE COMPOSED OF BOTH BOARD AND NON-BOARD MEMBERS AND DECISIONS ARE RATIFIED BY THE FULL BOARD. UPON AWARDING THE GRANT, A SIGNED CONTRACT IS EXECUTED. FINAL REPORTS ON USE OF THE FUNDS ARE REQUIRED BEFORE THE NONPROFIT CAN SUBMIT FOR THE NEXT ROUND OF GRANTS. X 5 77437 HIGH/LOW AVERAGE 0 1 1 PART I, LINE 32B: MERRILL LYNCH IS USED AS A THIRD PARTY FOR NON-CASH CONTRIBUTIONS OF SECURITIES. FORM 990, PART III, LINE 4A WE MEET INDIVIDUALLY WITH OUR DONORS AND FUND HOLDERS, HELPING THEM DEFINE THE GOOD THEY WISH TO DO WITH THEIR CHARITABLE DOLLARS, AND THEN CONNECTING THEM TO ORGANIZATIONS THAT FOCUS ON THEIR AREA OF INTEREST. WE CONDUCT DUE DILIGENCE ON NONPROFITS, TO ENSURE THAT THEY ARE CREDIBLE AND COMPLY WITH THE NECESSARY STANDARDS; WE OFFER EDUCATIONAL EVENTS TO INFORM DONORS OF COMMUNITY NEEDS. WE CURRENTLY HOLD 32 FUNDS, THE MAJORITY BEING DONOR ADVISED FUNDS. FORM 990, PART III, LINE 4B WE OFFER GRANT AWARDS FROM THE DONOR FUNDS WE ADMINISTER, AS WELL AS FROM OUR OWN COMPETITIVE GRANT MAKING ANNUAL PROCESS. THE GRANTS MADE THROUGH THE DONOR FUNDS AND THE ASSOCIATED EXPENSES ARE CONTAINED IN 4A. OUR COMPETITIVE GRANT MAKING IS HIGHLIGHTED HERE AND IS FOCUSED ON TWO AREAS: BUILDING THE CAPACITY OF LOCAL NONPROFITS THROUGH GRANT AWARDS FOR BOARD AND STAFF DEVELOPMENT, INFRASTRUCTURE, HARDWARE/SOFTWARE NEEDS, STRATEGIC PLANNING, ETC; WE ALSO OFFER GRANTS TO THOSE LOCAL ORGANIZATIONS FOCUSING ON EDUCATION AND LITERACY. FOR OUR COMPETITIVE GRANTS, OUR STAFF ISSUES REQUESTS FOR PROPOSALS, REVIEWS PROPOSALS, CONDUCTS DUE DILIGENCE AND SITE VISITS. A COMMITTEE COMPOSED ON BOTH BOARD AND NON-BOARD MEMBERS REVIEWS AND VOTES ON THE PROPOSALS SUBMITTED. ALL GRANTS ARE THEN CONSIDERED AND APPROVED BY THE COMMUNITY FOUNDATION BOARD OF DIRECTORS. FORM 990, PART III, LINE 4C BASED UPON A 2009 COASTAL GEORGIA COMMUNITY NEEDS ASSESSMENT WE COMMISSIONED INDICATING THAT THE NUMBER ONE ISSUE OF CONCERN WAS THE QUALITY OF EDUCATION AND ITS IMPACT ON OUR WORKFORCE DEVELOPMENT AND ECONOMIC DEVELOPMENT, THE COMMUNITY FOUNDATION BEGAN A SERIES OF CONVENINGS AND MEDIA EXPOSURE ON LITERACY, AND ESPECIALLY EARLY CHILDHOOD LITERACY HERE. WE CREATED A COMMUNITY-WIDE ADVISORY COUNCIL COMPOSED OF GOVERNMENT, BUSINESS AND CIVIC LEADERS, CURRENT AND RETIRED EDUCATORS, MEDIA REPRESENTATIVES, NONPROFIT LEADERSHIP AND INTERESTED CITIZENS. WE PROVIDE THEM WITH THE RESEARCH AND BEST PRACTICE INFORMATION NECESSARY FOR THEM TO PROPOSE PROGRAMS AND PROJECTS. WE HELP DEFINE EVALUATIVE MEASUREMENTS FOR THESE PROJECTS AND SEEK TO RAISE FUNDING IN THE COMMUNITY FOR THEM. FORM 990, PART VI, SECTION B, LINE 11 THE MINUTES OF THE JUNE 2009 MEETING OF THE BOARD OF DIRECTORS OFFICIALLY RECORDS THE BOARD'S UNANIMOUS VOTE TO EMPOWER THE AUDIT COMMITTEE TO REVIEW THE 990 PRIOR TO FILING. THIS COMMITTEE IS COMPOSED OF BOTH BOARD AND NON-BOARD MEMBERSHIP WITH A MAJORITY OF THOSE MEMBERS BEING CPAS. AN ELECTRONIC VERSION OF THE 990 AND ALL SCHEDULES AND ATTACHMENTS (WITH THE EXCEPTION OF SCHEDULE B) WILL BE SENT FOR REVIEW AND POSSIBLE COMMENTS. ONLY THE FINANCE CHAIR AND THE EXECUTIVE DIRECTOR REVIEW A COPY OF SCHEDULE B. THE AUDIT COMMITTEE REVIEWS THE 990 AT A CALLED MEETING. FOLLOWING THE RESOLUTION OF ANY QUESTIONS/COMMENTS, THE AUDIT COMMITTEE RECOMMENDS TO THE FULL BOARD TO ACCEPT THE 990. UPON ACCEPTANCE BY THE FULL BOARD, THE EXECUTIVE DIRECTOR OR BOARD CHAIR WILL SIGN AND FILE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS ASKED TO READ AND RESUBMIT AND SIGN A CURRENT LISTING OF AFFILIATIONS, PROFESSIONAL, PERSONAL, AND NONPROFIT-LINKED, THAT COULD LEAD TO A POTENTIAL CONFLICT OF INTEREST. THESE ARE KEPT ON FILE IN THE EXECUTIVE DIRECTOR'S OFFICE FOR REFERENCE. AT EACH BOARD MEETING, BOARD MEMBERS AND STAFF ARE REMINDED TO DIVULGE POSSIBLE CONFLICTS OF INTEREST IN DISCUSSIONS OF GRANTS, SERVICES, ETC. AND RECUSE THEMSELVES FROM VOTING IF SO REQUESTED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE IS MEASURED AGAINST THE ANNUAL PLAN ON OR NEAR THE ANNIVERSARY DATE OF HIRING BY BOTH THE BOARD CHAIR AND THE BOARD SECRETARY WHO IS CHARGED WITH ADMINISTRATIVE MATTERS. A REVIEW INSTRUMENT IS COMPLETED BY BOTH, AND ALSO BY THE EXECUTIVE DIRECTOR IN A SELF-EVALUATION. SALARY/COMPENSATION SURVEY INFORMATION COMPILED FOR COMMUNITY FOUNDATIONS BY THE COUNCIL ON FOUNDATIONS, AND SIMILAR INFORMATION FOR FOUNDATIONS COMPILED BY THE SOUTHEASTERN COUNCIL ON FOUNDATIONS ARE ANALYZED, AS ARE 990S FROM SIMILAR ORGANIZATIONS. THE EXECUTIVE DIRECTOR PERFORMS A SIMILAR REVIEW ON THE STAFF MEMBER AND USES THE SAME SURVEY INFORMATION. DOCUMENTATION IS KEPT IN PERSONNEL FILES MAINTAINED IN THE EXECUTIVE DIRECTOR'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES AND PROCEDURES OF THE COMMUNITY FOUNDATION ARE KEPT IN A BOUND NOTEBOOK IN THE OFFICE AND AVAILABLE FOR PUBLIC REVIEW. PRIOR YEAR FILINGS OF THE 990, STATE REGISTRATIONS, SIGNED CONFLICT OF INTEREST FORMS, BY-LAWS AND ARTICLES OF INCORPORATION ARE LIKEWISE KEPT IN HARD COPY AND AVAILABLE UPON REQUEST. ADDITIONALLY, THE FOUNDATION'S WEBSITE AT WWW.COASTALGEORGIAFOUNDATION.ORG HOLDS ELECTRONIC VERSIONS OF CURRENT AND PAST ANNUAL REPORTS, 990 FILINGS, AND AUDITS. ANNUAL REPORTS ARE MAILED TO A MAILING LIST OF SOME 1,000 IN THE COMMUNITY. FORM 990, PART XII, LINE 2C: THE BOARD HAS AN AUDIT COMMITTEE COMPOSED OF BOTH BOARD AND NON-BOARD MEMBERS. THIS SUBCOMMITTEE HAS BEEN IN PLACE FOR SEVERAL YEARS, AND DID NOT CHANGE IN PURPOSE OR STRUCTURE IN THE CURRENT YEAR. FORM 990, PART 1 - LINE 5, PART V - LINE 2A, AND PART IX - LINES 5 AND 7: WAGES TO PERSONNEL PERFORMING SERVICES FOR COMMUNITIES OF COASTAL GEORGIA FOUNDATION, INC. ARE PAID UNDER AN EMPLOYEE LEASING ARRANGEMENT. WAGES REPORTED AND ALLOCATED HEREIN WERE ACTUALLY PAID BY THE PRIVATE EMPLOYMENT ORGANIZATION (PEO) TO WHICH THE FOUNDATION PAID A FEE INTENDED TO COVER SUCH WAGES AND BENEFITS. THE COMMUNITY FOUNDATION AND PEO ARE CONSIDERED "CO-EMPLOYERS," HOWEVER, FOR ADMINISTRATIVE PURPOSES, THE PEO IS CONSIDERED TO BE THE EMPLOYER AND ALL FEDERAL TAX RETURNS ARE FILED IN THE NAME OF THE PEO - TEAMWORK SERVICES, INC., BRUNSWICK, GEORGIA.