2013-10-15T10:16:54-05:00 2012-12-31 362985665 WOLF & COMPANY LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2012-01-01 363466802 EVANSTON COMMUNITY FOUNDATION INC EVAN 8474920990 1007 CHURCH STREET NO 108 EVANSTON IL 60201 SARA L SCHASTOK 8474920990 2013-10-14 1 JODY A GAUTHIER P00660340 6305454500 2012 2016-02-25 16:41:14Z SARA L SCHASTOK 1007 CHURCH STREET NO 108 EVANSTON IL 60201 3735438 0 X WWW.EVANSTONFOREVER.ORG X 1986 IL HELPING EVANSTON THRIVE NOW AND FOREVER AS A VIBRANT, INCLUSIVE, AND JUST COMMUNITY, THE EVANSTON COMMUNITY FOUNDATION BUILDS, CONNECTS, AND DISTRIBUTES RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE PUBLIC GOOD. 24 24 7 115 0 0 2767332 2050801 71895 77957 334655 479619 7923 20116 3181805 2628493 1227491 1404948 0 0 567636 580600 0 0 130728 317409 347555 2112536 2333103 1069269 295390 15159134 17138221 1812930 2372136 13346204 14766085 X HELPING EVANSTON THRIVE NOW AND FOREVER AS A VIBRANT, INCLUSIVE, AND JUST COMMUNITY, THE EVANSTON COMMUNITY FOUNDATION BUILDS, CONNECTS, AND DISTRIBUTES RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE PUBLIC GOOD.THE FOUNDATION * BUILDS ENDOWMENTS FOR CURRENT AND FUTURE OPPORTUNITIES * FOSTERS PRIVATE PHILANTHROPY * FOCUSES THE IMPACT OF COLLECTIVE GIVING * FINDS SOLUTIONS TO COMMUNITY CHALLENGES * ALLOCATES GRANTS * PROVIDES LEADERSHIP TRAININGTHE FOUNDATION STRENGTHENS THE COMMUNITY'S NONPROFIT ORGANIZATIONS AND SERVES ITS DONORS THROUGH INNOVATIVE GRANTMAKING AND PARTNERSHIPS WITH OTHER PHILANTHROPIC ORGANIZATIONS AND INDIVIDUALS. THE FOUNDATION EVALUATES THE EFFECTIVENESS OF ITS GRANTMAKING THROUGH PERIODIC INTERACTIONS WITH GRANTEES, INCLUDING REVIEW OF THE GRANTEE'S INTERIM AND FINAL REPORTS AND SITE VISITS. 0 0 1113023 563649 THE FOUNDATION'S ENDOWED FUNDS, TOGETHER WITH CURRENT GIFTS FROM DONORS AND PHILANTHROPIC PARTNERS, ENABLE THE FOUNDATION TO BUILD, CONNECT AND DISTRIBUTE RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE GOOD OF EVANSTON. IN 2012 THE FOUNDATION MADE GRANTS TO MORE THAN 120 ORGANIZATIONS. GIFTS TO THE FOUNDATION'S ENDOWED FUNDS WILL GENERATE FUNDING FOR FUTURE PROGRAM INITIATIVES AND GRANTS. 633940 478426 77957 THE ILLINOIS EARLY CHILDHOOD FELLOWSHIP IS AN INITIATIVE DEVELOPED IN 2008 BY A CONSORTIUM OF SIX CHICAGO AREA FUNDERS TO BUILD LEADERSHIP CAPACITY IN THE FIELD OF EARLY CHILDHOOD CARE AND EDUCATION. THE FOUNDATION SERVES AS THE FISCAL SPONSOR FOR THE INITIATIVE, PROVIDING PROJECT OVERSIGHT,INCLUDING ADMINISTRATIVE AND FINANCIAL SERVICES, AND RECEIVING GRANTS TO FUND THE PROGRAM OBJECTIVES. 252780 192836 THE COMMUNITYWORKS INITIATIVE, "EVERY CHILD READY FOR KINDERGARTEN, EVERY YOUTH READY FOR WORK" IS THE FOUNDATION'S LARGEST PROGRAM. 2012 WAS THE SIXTH FULL YEAR OF THE PROGRAM WHICH FOCUSES ON HOME VISITING AND RELATED SUPPORT SERVICES FOR HIGH RISK FAMILIES OF CHILDREN UNDER THE AGE OF 3, AS A FIRST STEP TOWARD KINDERGARTEN READINESS. IN 2012, THE FOUNDATION EXPANDED ITS HOME VISITING SUPPORT FOR AT-RISK FAMILIES OF CHILDREN AGES 3 - 5 AND ADDED A SUMMER READING PROGRAM IN COLABORATION WITH THE EVANSTON PUBLIC LIBRARY AND THE YOUTH JOB CENTER. 170037 170037 1999743 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X X JAN FISCHER 8474920990 1007 CHURCH STREET SUITE 108 EVANSTON IL 60201 JUDY AIELLO-FANTUS 2.00 X X 0 0 0 LONNIE BAREFIELD 2.00 X 0 0 0 MICHAEL BRODY 2.00 X X 0 0 0 JULIE CAPTAIN 2.00 X 0 0 0 JULIE CHERNOFF 2.00 X 0 0 0 DIANA COHEN 2.00 X 0 0 0 MARY FINNEGAN 2.00 X 0 0 0 JOAN GUNZBERG 2.00 X X 0 0 0 BURGIE HOWARD 2.00 X 0 0 0 JUDY KEMP 2.00 X 0 0 0 BILL LOGAN 2.00 X 0 0 0 JOHN MCCARTHY 2.00 X X 0 0 0 KEVIN MOTT 2.00 X 0 0 0 DICK PEACH 2.00 X 0 0 0 PENELOPE SACHS 2.00 X X 0 0 0 SHABNUM SANGHVI 2.00 X 0 0 0 RONNA STAMM 2.00 X 0 0 0 LISA ALTENBERND 2.00 X 0 0 0 ANNE MURDOCH 2.00 X 0 0 0 KEITH SARPOLIS 2.00 X 0 0 0 WILLIAM J BLANCHARD 2.00 X 0 0 0 NAOMI LOVINGER 2.00 X 0 0 0 ERIC ROBINSON 2.00 X 0 0 0 SANDRA SHELTON 2.00 X 0 0 0 SARA SCHASTOK 40.00 X X 120819 0 33702 120819 0 33702 1 0 1 0 0 76130 1974671 326782 2050801 FISCAL SPONSORSHIP FEE 561000 42100 42100 TUITION AND FEES 561000 35857 35857 77957 529850 529850 1032472 1082703 -50231 -50231 -50231 44358 76130 24242 20116 20116 2628493 77957 0 499735 1404948 1404948 130091 110577 13009 6505 320671 216489 54414 49768 97723 66842 18868 12013 32115 23287 4814 4014 114756 48122 65457 1177 18583 13937 4646 46192 8519 21057 16616 43922 32377 5836 5709 14022 13988 34 7592 3796 3796 COMMUNICATIONS 46192 14972 5863 25357 ANNUAL REPORT & NEWSLET 40633 33337 7296 STAFF AND BOARD EXPENSE 9165 5371 2137 1657 DUES AND SUBSCRIPTIONS 6498 3181 2735 582 2333103 1999743 202632 130728 219264 11053 1092680 1050368 34637 41534 50148 13967 13468 11260 162676 104690 20552 57986 13728385 15952053 15159134 17138221 52578 64764 26275 34595 15120 17493 1698566 2236893 20391 18391 1812930 2372136 X 5147130 5941046 8169882 8795847 29192 29192 13346204 14766085 15159134 17138221 X 295390 1324004 -199513 X X 0 1 X 1 0 X 5606498 1651234 2355364 2767332 2050801 14431229 5606498 1651234 2355364 2767332 2050801 14431229 14431229 400307 177524 339563 459304 529850 1906548 16337777 251244 0.88330 0.87910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 388089 197736 1249754 1 1 0 1 X 12075543 291161 1337174 551353 13152525 11256739 1336931 -132485 385642 12075543 9811606 667555 1170945 393367 11256739 9261765 120603 1764949 767740 456434 111537 9811606 7140294 4904571 -1842641 732851 125352 82256 9261765 0.35480 0.64300 0.00220 0 0 151851 93865 57986 10825 10825 0 57986 CHARITABLE GIFT ANNUITIES PAYABLE 18391 18391 3752984 1324004 -199513 1124491 2628493 0 2628493 2333103 0 2333103 0 2333103 PART IV, LINE 2B: FUNDS HELD AS AGENCY ENDOWMENTS REPRESENT ASSETS OF OTHER NON-PROFIT ORGANIZATIONS THAT HAVE BEEN CONVEYED TO THE FOUNDATION TO ESTABLISH FUNDS FOR THE BENEFIT OF THE ORGANIZATIONS. THE ASSETS BECOME A PART OF THE FOUNDATION'S INVESTMENT PORTFOLIO AND RECEIVE AN ALLOCATION OF INVESTMENT RETURNS, AS WELL AS INVESTMENT AND ACCOUNTING EXPENSES. THESE FUNDS ARE ALSO ASSESSED AN ADMINISTRATIVE FEE. THE FOUNDATION MAY RECEIVE CONTRIBUTIONS TO THESE FUNDS FROM THE GENERAL PUBLIC, AND THE ORGANIZATIONS RECEIVE PERIODIC DISTRIBUTIONS FROM THE FUNDS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EVANSTON COMMUNITY FOUNDATION BUILDS ENDOWMENTS THAT SUPPORT ITS GRANTMAKING AND PROGRAM INITIATIVES, LEADERSHIP DEVELOPMENT AND RELATED ACTIVITIES FOR THE BENEFIT OF THE PEOPLE OF EVANSTON, ILLINOIS AND SURROUNDING COMMUNITIES, NOW AND IN THE FUTURE. PERMANENT ENDOWMENTS HAVE BEEN DESIGNATED BY DONORS TO GROW IN PERPETUITY WHILE GENERATING ANNUAL SPENDING ALLOWANCES TO SUPPORT THE OPERATIONS, GRANTMAKING, AND PROGRAMS OF THE FOUNDATION AND DESIGNATED ORGANIZATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS HAVE BEEN EARMARKED BY THE BOARD TO GROW IN PERPETUITY WHILE GENERATING ANNUAL SPENDING ALLOWANCES TO SUPPORT FOUNDATION OPERATIONS, GRANTMAKING AND PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS -199,513. CELEBRATE EVANSTON 120488 76130 44358 9974 14268 120488 76130 44358 9974 14268 24242 20116 1 CNE (CHILDCARE NETWORK OF EVANSTON) 1335 DODGE AVENUE EVANSTON IL 60201 237108030 501(C)(3) 12780 EVERY CHILD READY FOR KINDERGARTEN PROGRAM AND COMMUNITY SCHOLARSHIPS FOR FAMILIES IN CRISIS CONNECTIONS FOR THE HOMELESS 2010 DEWEY 3RD FLOOR EVANSTON IL 60201 363346917 501(C)(3) 108250 NEXT STEPS TOP 20 PROJECT AND PROGRAM SUPPORT EVANSTON DAY NURSERY ASSOCIATION 1835 GRANT STREET EVANSTON IL 60201 362167059 501(C)(3) 10000 CAPACITY BUILDING PROJECTS EVANSTON REBUILDING WAREHOUSE 2101 DEMPSTER EVANSTON IL 60202 273797852 501(C)(3) 11000 CAPACITY BUILDING PROJECTS EVANSTON TOWNSHIP HIGH SCHOOL 1600 DODGE AVENUE EVANSTON IL 60204 366004395 501(C)(3) 7000 FUNDING FOR SENIOR AWARDS NIGHT SCHOLARSHIPS EVANSTONSKOKIE SCHOOL DISTRICT 65 1500 MCDANIEL AVE EVANSTON IL 60201 366007570 501(C)(3) 72945 EVERY CHILD READY FOR KINDERGARTEN PROGRAM HEALTH & DISABILITY ADVOCATES 205 W MONROE STREET SUITE 200 CHICAGO IL 60606 364042562 501(C)(3) 40650 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT HEALTHCONNECT ONE 1436 W RANDOLPH 4TH FLOOR CHICAGO IL 60607 364028076 501(C)(3) 114673 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT ILLINOIS ACTION FOR CHILDREN 4753 BROADWAY SUITE 1200 CHICAGO IL 60640 362712912 501(C)(3) 82201 839 - 08/13/13 08:57AM WORKSHEET SCHEDULE I INFANT WELFARE SOCIETY OF EVANSTON 2200 MAIN STREET EVANSTON IL 60202 362167753 501(C)(3) 119301 EVERY CHILD READY FOR KINDERGARTEN PROGRAM LATINO POLICY FORUM 180 NORTH MICHIGAN AVENUE SUITE 1250 CHICAGO IL 60601 363676873 501(C)(3) 81647 ILLINOIS EARLY CHILDHOOD FELLOWSHIP MCGAW YMCA 1000 GROVE STREET EVANSTON IL 60201 362169194 501(C)(3) 14108 PIONEERING HEALTHIER COMMUNITIES EVANSTON PROJECT; ROVING READING PROGRAM; PROJECT SOAR MIDTOWN EDUCATIONAL FOUNDATION 718 SOUTH LOOMIS STREET CHICAGO IL 60607 363417278 501(C)(3) 10000 2012 CHICAGO URBAN YOUTH AWARDS TO SUPPORT AT RISK YOUTH NEXT THEATRE CO 027 MPYES STREET SUITE 108 EVANSTON IL 60201 363158530 501(C)(3) 20000 CAPACITY BUILDING AND GENERAL OPERATING SUPPORT OUNCE OF PREVENTION 33 W MONROE SUITE 2400 CHICAGO IL 60603 363186328 501(C)(3) 76223 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT PICCOLO THEATRE INC 600 MAIN STREET EVANSTON IL 60202 363363432 501(C)(3) 11000 CAPACITY BUILDING PROJECTS POSITIVE PARENTING DUPAGE 105 S VILLA AVE VILLA PARK IL 60181 203152418 501(C)(3) 83033 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT THE TALKING FARM PO BOX 6329 EVANSTON IL 60204 300392847 501(C)(3) 10000 839 - 08/13/13 09:06AM WORKSHEET SCHEDULE I WARREN W CHERRY PRESCHOOL 1418 LAKE STREET EVANSTON IL 60201 363809526 501(C)(3) 16600 SUSTAINING QUALITY PRESCHOOL EDUCATION FOR EVANSTON AT-RISK CHILDREN; PRESCHOOL SCHOLARSHIPS FOR AT RISK CHILDREN FROM LOW INCOME FAMILIES. YOU (YOUTH ORGANIZATIONS UMBRELLA) 1027 SHERMAN AVENUE EVANSTON IL 60202 362734966 501(C)(3) 12250 CARING ADULT CONNECTIONS PROGRAM AND SUPPORT FOR GENERAL OPERATIONS. YOUTH JOB CENTER OF EVANSTON INC 1114 CHURCH EVANSTON IL 60201 363252809 501(C)(3) 18500 WILL : WOMEN INVESTED IN LEARNING AND LIVELIHOODS YWCA EVANSTONNORTH SHORE 1215 CHURCH STREET EVANSTON IL 60201 362193618 501(C)(3) 8600 JOB-READINESS AND ECONOMIC LIFE SKILLS COACHING FOR WOMEN & GIRLS AND DONOR DEVELOPMENT PROJECT BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO 560 WEST LAKE STREET 5TH FLOOR CHICAGO IL 60661 362681212 501(C)(3) 7500 BIG BROTHERS BIG SISTERS EVANSTON COMMUNITY BASED MENTORING PROGRAM CENTER FOR INDEPENDENT FUTURES 743 MAIN STREET EVANSTON IL 60202 364492994 501(C)(3) 17000 FULL LIFE FUTURES PROGRAM AND CAPACITY BUILDING PROJECT CHILD CARE CENTER OF EVANSTON 1840 ASBURY AVENUE EVANSTON IL 60201 362167017 501(C)(3) 7611 PROGRAM AND GENERAL OPERATING SUPPORT CITY OF EVANSTON - EVANSTON PUBLIC LIBRARY 1703 ORRINGTON AVENUE EVANSTON IL 60201 366005870 501(C)(3) 13950 839 - 08/12/13 01:47PM WORKSHEET SCHEDULE I BARR- HARRIS CHILDREN'S GRIEF CENTER 122 S MICHIGAN SUITE 1300 CHICAGO IL 60603 361263210 501(C)(3) 7500 BARR-HARRIS CHILDREN'S GRIEF CENTER EVANSTON SITE LOW INCOME SERVICES CHANGING WORLDS 329 W 18TH ST SUITE 506 CHICAGO IL 60616 364340874 501(C)(3) 9000 ARTS, CULTURAL AND LITERACY CONNECTIONS (ACL) AND TEN THOUSAND RIPPLES PROJECT CHILDREN'S ADVOCACY CENTER OF NORTH AND NORTHWEST COOK COUNTY 640 ILLINOIS BOULEVARD HOFFMAN ESTATES IL 60169 363711203 501(C)(3) 7500 COUNSELING FOR CHILD VICTIMS OF SEXUAL ABUSE CURTS CAFE 2922 CENTRAL ST EVANSTON IL 60201 453934105 501(C)(3) 5000 PROGRAM AND GENERAL OPERATING SUPPORT. EVANSTON ART CENTER 2603 SHERIDAN ROAD EVANSTON IL 60201 362070116 501(C)(3) 7000 EVANSTON ART CENTER BUILDING RELOCATION EVANSTON HISTORY CENTER 225 GREENWOOD ST EVANSTON IL 60201 362207924 501(C)(3) 6100 EVANSTON HISTORY CENTER 150 ANNIVERSAY PROJECTS COORDINATOR AND GENERAL OPERATING SUPPORT. EVANSTON MENTORS 1316 MAPLE AVE APT B1 EVANSTON IL 60201 501(C)(3) 6000 EVANSTON MENTORS PROGRAM FOR AT RISK YOUTH EVANSTON SCHOLARS PO BOX 7044 EVANSTON IL 602047044 900685357 501(C)(3) 10000 CAPACITY BUILDING SUPPORT FAMILY FOCUS 2010 DEWEY AVENUE EVANSTON IL 60201 362884042 501(C)(3) 10000 CHILD CONNECTIONS PROJECT AND GENERAL OPERATING SUPPORT. FAMILY PROMISE CHICAGO NORTH SHORE 1417 HINMAN AVE EVANSTON IL 60201 270288849 501(C)(3) 8000 SUPPORT FOR PART-TIME CASE MANAGER GRANDMOTHER PARK INITIATIVE 1801 CRAIN STREET EVANSTON IL 60202 270428637 501(C)(3) 8000 GRANDMOTHER PARK INITIATIVE MUDLARK THEATHER COMPANY 1417 HINMAN AVE EVANSTON IL 60201 364573236 501(C)(3) 10000 CAPACITY BUILDING SUPPORT NORTH SHORE VILLAGE 1603 ORRINGTON AVE EVANSTON IL 60201 263538644 501(C)(3) 5620 SUPPORT FOR ONGOING OPERATIONS AND LONGER TERM SUSTAINABILITY REBUILDING TOGETHER NORTH SUBURBAN CHICAGO PO BOX 626 GLENVIEW IL 60025 364111206 501(C)(3) 5000 REBUILDING HOMES PROJECT IN THE EVANSTON AREA REGENTS OF THE UNIVERSITY OF MINNESOTA NW5957 PO BOX 1450 MINNEAPOLIS MN 554855957 501(C)(3) 10000 SUPPORT FOR UNIVERSITY OF MINNESOTA CHILD-PARENT CENTERS EXPANSION INTO EVANSTON. THE HARBOUR INC 1440 RENAISANCE DR STE 240 PARK RIDGE IL 60068 362827480 501(C)(3) 5000 SAFE HARBOUR EMERGENCY SHELTER THEATRE AND INTERPRETATION CENTER AT NORTHWESTERN UNIVERSITY 633 CLARK STREET ROOM 2-502 EVANSTON IL 602081110 362167817 501(C)(3) 7000 THE EXONERATED CO-PRODUCTION/TIC AND NEXT THEATRE COMPANY VILLAGE OF SKOKIE 5120 GALITZ SKOKIE IL 60077 501(C)(3) 12735 COMMUNITY GIVING PROGRAM CITY OF EVANSTON- GUN BUYBACK PROGRAM 1120 WASHINGTON ST EVANSTON IL 60202 501(C)(3) 5620 SUPPORT FOR CITY OF EVANSTON GUN BUYBACK PROGRAM PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IN ORDER TO BE CONSIDERED FOR A GRANT, AN APPLICANT MUST BE A 501(C)3 OR OTHER ORGANIZATION QUALIFIED TO RECEIVE GIFT/GRANTS OR MUST HAVE A FISCAL SPONSOR; CURRENT TAX-EXEMPT STATUS IS VERIFIED USING THE GUIDESTAR CHARITY CHECK SERVICE. BEFORE GRANT MONIES ARE DISTRIBUTED, ALL GRANTEES SIGN A GRANT AGREEMENT THAT SPECIFIES HOW THE GRANT FUNDS ARE TO BE USED AND WHEN THE GRANTEE IS REQUIRED TO REPORT ON PROJECT STATUS. GRANTS ARE PAID IN TWO INSTALLMENTS. THE FIRST INSTALLMENT IS ISSUED UPON THE FOUNDATION'S RECEIPT OF THE SIGNED GRANT AGREEMENT; THE SECOND/FINAL GRANT INSTALLMENT IS RELEASED AFTER THE FOUNDATION HAS RECEIVED AN INTERIM REPORT FROM THE GRANTEE AND HAS DETERMINED THE PROJECT FUNDED BY THE GRANT IS PROGRESSING IN A MANNER CONSISTENT WITH THE GRANT AGREEMENT. AS A CONDITION OF RECEIVING THE FIRST INSTALLMENT, GRANTEES AGREE TO CONTACT THE FOUNDATION IF CIRCUMSTANCES ENCOUNTERED IN IMPLEMENTING THE GRANT PROJECT WILL AFFECT THEIR ABILITY TO USE THE GRANT FUNDS AND/OR EXECUTE THE GRANT PROJECT AS STIPULATED IN THE GRANT AGREEMENT. THE FOUNDATION CONDUCTS SITE VISITS FOR EVERY GRANT PROJECT, TO CONFIRM GRANT FUNDS ARE BEING SPENT AS INTENDED AND TO ASSESS PROGRESS TOWARD OBJECTIVES. DONOR ADVISED FUND GRANTS - GRANTS FROM A DONOR ADVISED FUND MAY BE APPROVED AND ISSUED IF THE FOUNDATION DETERMINES THAT ALL FIVE OF THE FOLLOWING REQUIREMENTS HAVE BEEN MET: (1) GRANT DOES NOT REQUIRE THE EXERCISE OF EXPENDITURE AUTHORITY; RECOMMENDED GRANTEES MUST BE 501(C)(3) ORGANIZATIONS, DESCRIBED IN SECTION 170(B)(1)(A), AND NOT BE CLASSIFIED AS SUPPORTING ORGANIZATIONS UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 509(A)(3). THE FOUNDATION DOES NOT MAKE DISTRIBUTIONS TO ANY TYPE OF SUPPORTING ORGANIZATION. (2) GRANT IS CONSISTENT WITH THE PURPOSES AND POLICIES OF THE EVANSTON COMMUNITY FOUNDATION, INCLUDING THE FOUNDATION'S EQUAL ACCESS OPPORTUNITY POLICY. (3) NO DISTRIBUTIONS FROM THE FUND MAY BE MADE TO AN INDIVIDUAL, INCLUDING EXPENSE REIMBURSEMENT TO THE DONOR(S), ADVISOR(S) OR RELATED PARTIES. NO GRANTS, LOANS, COMPENSATION OR SIMILAR PAYMENTS MAY BE MADE FROM THE FUND TO THE DONOR(S), ADVISOR(S) OR RELATED PARTIES. (4) NO DISTRIBUTION FROM THE FUND SHALL BE USED TO SATISFY ANY CHARITABLE PLEDGE OR OTHER PERSONAL FINANCIAL OBLIGATION OF THE FUND DONOR(S), ADVISOR(S) OR RELATED PARTIES. (5) THE EVANSTON COMMUNITY FOUNDATION, AND THE FUND DONOR(S), ADVISOR(S) OR RELATED PARTIES, WILL NOT RECEIVE ANY TANGIBLE BENEFIT, GOODS OR SERVICES IN EXCHANGE FOR THE RECOMMENDED GRANT(S). TO DETERMINE ORGANIZATION STATUS UNDER THE INTERNAL REVENUE CODE, THE EVANSTON COMMUNITY FOUNDATION SUBSCRIBES TO THE GUIDESTAR CHARITY CHECK SERVICE, AS ALLOWED BY THE IRS. X 0 0 0 0 0 0 0 0 0 SARA SCHASTOK 120000 0 0 0 819 0 10091 0 23611 0 154521 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE FOUNDATION. THE COMMITTEE EVALUATES THE PRESIDENT AND CEO EACH SUMMER, CALLING ON BOARD MEMBERS TO SUBMIT WRITTEN INPUT THAT IS THEN SUMMARIZED AND PRESENTED WITHIN THE PERFORMANCE REVIEW. SUBSEQUENTLY, THE BUDGET IS DEVELOPED BY STAFF AND REVIEWED BY THE COMMITTEE, THE BOARD APPROVES THE TOTAL STAFF COMPENSATION AMOUNT FOR THE NEXT YEAR'S ANNUAL BUDGET. IN 2012, ALL STAFF MEMEBERS, INCLUDING THE PRESIDENT AND CEO, RECEIVED COST OF LIVING ADJUSTMENTS TO SALARY. X 14 326782 AVERAGE MARKET VALUE 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: GIFTS OF STOCK ARE SOLD THROUGH THE ORGANIZATION'S INVESTMENT CUSTODIAN. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT VERSION OF THE FORM 990 IS PRESENTED TO THE AUDIT AND EXECUTIVE COMMITTEES AS REPRESENTATIVES OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FINALIZING FOR FILING. THE FULL BOARD IS PROVIDED WITH THE FINAL DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OUR CONFLICT OF INTEREST POLICY, INCLUDING THE CONFLICT OF INTEREST STATEMENT/FORM, IS DISTRIBUTED TO BOARD MEMBERS AND STAFF ANNUALLY, IN JUNE. EVERY BOARD AND STAFF MEMBER IS REQUIRED TO COMPLETE THE CONFLICT OF INTEREST STATEMENT/FORM AND RETURN IT TO THE FOUNDATION OFFICE. THE COMPLETED STATEMENTS ARE REVIEWED BY THE PRESIDENT AND CEO, AS WELL AS THE FINANCE MANAGER. IF ANY CONFLICTS HAVE BEEN DOCUMENTED, THEY ARE DISCLOSED TO THE FULL BOARD AND ANY WORKING COMMITTEES THAT MIGHT BE AFFECTED BY THE STATED CONFLICT. CONFLICT OF INTEREST FORMS ARE ALSO COMPLETED BY COMMITTEE MEMBERS AND OTHER VOLUNTEERS WHO DO NOT SERVE ON THE BOARD. THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE FOUNDATION. THE COMMITTEE EVALUATES THE PRESIDENT AND CEO EACH SUMMER, CALLING ON BOARD MEMBERS TO SUBMIT WRITTEN INPUT THAT IS THEN SUMMARIZED AND PRESENTED WITHIN THE PERFORMANCE REVIEW. SUBSEQUENTLY, THE BUDGET IS DEVELOPED BY STAFF AND REVIEWED BY THE COMMITTEE, THE BOARD APPROVES THE TOTAL STAFF COMPENSATION AMOUNT FOR THE NEXT YEAR'S ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS -199,513. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.