2013-03-12T16:10:22-05:00 2012-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2011-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE S HILDRETH 2699450526 2013-02-27 1 VICKI L VANDENBERG CPA P00100422 2695674500 2011 2016-02-25 16:41:14Z BONNIE S HILDRETH 231 SOUTH BROADWAY HASTINGS MI 49058 2728369 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. 11 11 9 60 0 0 920771 1020621 0 0 470021 730865 22590 26588 1413382 1778074 732510 729433 0 0 204823 239608 0 0 105909 177305 257883 1114638 1226924 298744 551150 19039577 18490625 277693 310206 18761884 18180419 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 1012861 729433 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 1012861 1 1 0 0 0 1 0 0 0 1 1 1 0 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 1 0 0 1 2 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MI X BONNIE HILDRETH 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 X BOB BYINGTON 2.00 X 0 0 0 DAVID HATFIELD 2.00 X 0 0 0 JENNIFER HAYWOOD 4.00 X X 0 0 0 KAREN HEATH 6.00 X X 0 0 0 BONNIE HILDRETH 40.00 X X 70967 0 5850 DEBRA MCKEOWN 5.00 X X 0 0 0 KIM NORRIS 2.00 X 0 0 0 ROBERT PERINO 2.00 X 0 0 0 JENNIFER RICHARDS 40.00 X X 41461 0 10108 MELISSA WALLACE 2.00 X 0 0 0 CARL SCHOESSEL 2.00 X 0 0 0 DAVID SOLMES 2.00 X 0 0 0 SHAUNA SWANTEK 2.00 X 0 0 0 JIM TOBUREN 8.00 X X 0 0 0 112428 0 15958 0 0 0 0 0 78824 6886 934911 833 1020621 603104 603104 1078056 950295 127761 127761 127761 MISCELLANEOUS 900099 26588 26588 26588 1778074 0 0 757453 622533 622533 106900 106900 143755 69312 30034 44409 80982 40729 24896 15357 1628 325 1140 163 1300 260 910 130 11943 4876 4125 2942 24957 24957 11143 1461 2622 7060 8464 3865 2296 2303 2391 1124 597 670 8701 3348 5353 2183 2183 716 716 4313 4313 FUND EXPENSES 160610 145160 15450 LEADERSHIP BARRY COUNTY 12707 10007 2350 350 TRAINING 7668 6169 1499 MEMBERSHIPS/SUBSCRIPTIO 7093 7093 6937 140 3667 3130 1226924 1012861 108154 105909 22490 607743 292564 80370 56599 52398 4498 18724 16826 2615 1898 16125623 15317955 2535188 2430261 19039577 18490625 4487 21285 73300 87611 199906 201310 277693 310206 X 18581062 17992254 115237 122580 65585 65585 18761884 18180419 19039577 18490625 X 551150 -1132615 X X 0 1 1 X 0 X 4999442 782551 882136 920771 1020621 8605521 4999442 782551 882136 920771 1020621 8605521 4335835 4269686 464151 430231 358622 276281 603104 2132389 24870 30484 18440 22590 26588 122972 10860882 0.39310 0.40580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 12840 350950 830740 1 1 16524979 1463142 -311426 925650 16751045 14653665 1009999 2081829 895559 324955 16524979 13279269 780210 1775644 946565 234893 14653665 14756629 747001 -1345665 878696 13279269 0.99550 0.00060 0.00390 0 0 18724 16826 1898 1898 ALTERNATIVE INVESTMENTS 2430261 F 2430261 ANNUITY OBLIGATIONS 201310 201310 1778074 1226924 551150 -1090208 -42407 -1132615 -581465 645459 -1090208 -42407 -1132615 1778074 0 1778074 1163364 0 1163364 63560 63560 1226924 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: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCORDINGLY, IT IS 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 THE FOUNDATION HAS 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 HAS CONCLUDED THAT AS OF JUNE 30, 2012 AND 2011, 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 IS 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, 2009. BCEC, INC. HAS BEEN ORGANIZED AS A SUPPORTING ORGANIZATION OF THE FOUNDATION ALTHOUGH APPROVAL FROM THE INTERNAL REVENUE SERVICE IS STILL PENDING. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -38,206. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST -4,201. TOTAL TO SCHEDULE D, PART XI, LINE 8: -42,407. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -38,206. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST -4,201. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DISTRIBUTION TO BCEC, INC. 63,560. 1 BARRY COUNTY AGRICULTURAL SOCIETY 1350 N M-37 HWY HASTINGS MI 49058 381393126 501(C)(3) 5000 YOUTH ENTRY OFFICE OF THE BARRY EXPO CENTER. BARRY COUNTY MENTAL HEALTH 915 W GREEN HASTINGS MI 49058 386004836 501(C)(3) 9964 POSITIVE START GROWERS BARRY COUNTY UNITED WAY 450 MEADOW RUN DR HASTINGS MI 49058 386062803 501(C)(3) 80362 DISBURSEMENT FROM THE CHARITY GOLF OUTING BCEC INC 231 S BROADWAY HASTINGS MI 49058 453815583 501(C)(3) 63560 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS KALAMAZOO 3501 COVINGTON RD KALAMAZOO MI 49001 381720832 501(C)(3) 12375 DISBURSEMENT FROM THE CHARITY GOLF OUTING. CITY OF HASTINGS 201 E STATE STREET HASTINGS MI 49058 386004562 115 10000 FIRST WARD ART PARK FIRST UNITED METHODIST CHURCH 209 W GREEN STREET HASTINGS MI 49058 381387133 501(C)(3) 10000 LOVE INC FOOD PANTRY. GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 54318 ANNUAL AVAILABLE DISTRIBUTION. HASTINGS EDUCATION ENRICHMENT FOUNDATION 525 W APPLE STREET HASTINGS MI 49058 382596449 501(C)(3) 25773 HEEF 2012 SCHOLARSHIPS. HASTINGS PUBLIC LIBRARY 227 E STATE STREET HASTINGS MI 49058 382612429 115 18980 DIGITIZATION OF ALUMNI MATERIALS. MANNA'S MARKET INC 115 N MAIN STREET WOODLAND MI 48897 208232602 501(C)(3) 6188 DISBURSEMENT FROM THE CHARITY GOLF OUTING MICHIGAN STATE UNIVERSITY 113 STUDENT SERVICES BLDG EAST LANSING MI 48824 386005984 115 16000 MSU ADVISING CORPORATE LOCAL MATCH. ORANGEVILLE PARKS & REC PROJECT 7350 LINDSEY ROAD PLAINWELL MI 49080 382056234 115 7380 ORANGEVILLE PLAYGROUND EQUIPMENT - PHASE II PIERCE CEDAR CREEK INSTITUTE 701 W CLOVERDALE ROAD HASTINGS MI 49058 382820095 501(C)(3) 10000 ENDOWMENT FOR EDUCATION AND RESEARCH. THORNAPPLE ARTS COUNCIL OF BARRY COUNTY PO BOX 36 HASTINGS MI 49058 382744924 501(C)(3) 27964 ANNUAL AVAILABLE DISTRIBUTION. THORNAPPLE KELLOGG SCHOOL 840 W MAIN STREET MIDDLEVILLE MI 49333 386000489 501(C)(4) 10530 PAGE ELEMENTARY - 5 KINDLES FOR LIBRARY. VILLAGE OF MIDDLEVILLE 7548 LAYZIE ACRES LN MIDDLEVILLE MI 49333 386007190 115 6000 MIDDLEVILLE SKATE PARK PROJECT. YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 6626 ANNUAL DISTRIBUTION. 17 1 SCHOLARSHIPS 55 106900 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 TREASURER REVIEWS THE 990 PRIOR TO FILING ALONG WITH THE 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 AUDIT 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 2012. 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 VII: BONNIE HILDRETH WORKED AN AVERAGE OF 5 HOURS PER WEEK AT A RELATED ORGANIZATION. JENNIFER RICHARDS WORKED AN AVERAGE OF 2.5 HOURS PER WEEK AT A RELATED ORGANIZATION. JENNIFER HAYWOOD, DEBRA MCKEOWN, AND JIM TOBUREN EACH WORKED AN AVERAGE OF 2 HOURS PER WEEK AT A RELATED ORGANIZATION. BOB BYINGTON, KAREN HEATH, KIM NORRIS, ROBERT PERINO, MELISSA WALLACE, CARL SCHOESSEL, DAVID SOLMES, AND SHAUNA SWANTEK EACH WORKED AN AVERAGE OF .5 HOURS PER WEEK AT A RELATED ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,090,208. CHANGE IN SPLIT INTEREST AGREEMENTS -38,206. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST -4,201. TOTAL TO FORM 990, PART XI, LINE 5: -1,132,615. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BCEC INC B 63560 CASH