2012-10-01T08:36:07-05:00 2012-06-30 341897225 HILL BARTH & KING LLC 1000 SE MONTEREY COMMONS BLVD STE 1 STUART FL 349963327 990 2011-07-01 650024030 MARTIN COUNTY COMMUNITY FOUNDATION INC C/O T MICHAEL CROOK MART 7722832356 33 FLAGLER AVENUE STUART FL 34994 WILLIAM C FOWLER 7722833838 2012-09-28 1 JOHN J FEDOREK P00039756 7722874480 2012-09-28 2011 2016-02-24 21:20:13Z WILLIAM C FOWLER 851 SE MONTEREY COMMONS BLVD STUART FL 34996 1136662 0 X WWW.YOURMCCF.ORG X 1988 FL MARTIN COUNTY COMMUNITY FOUNDATION IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC LEGACY OF OUR DONORS BY ASSISTING WITH RESEARCH ABOUT CAUSES AND NON-PROFIT ORGANIZATIONS THAT EXIST TO BETTER OUR COMMUNITY AND THE WORLD WE LIVE IN. BY SUCCESSFULLY INVESTING OUR CLIENTS CHARITABLE ASSETS WE PRESERVE COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUT LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. WE HONOR THE INTENTIONS AND INTERESTS OF OUR DECEASED FUNDHOLDERS BY CARRYING OUT THEIR WISHES THROUGH GRANT MAKING ACTIVITIES. 5 5 0 1 0 0 828155 160590 0 0 164473 68676 265501 0 1258129 229266 144533 172232 0 0 0 0 0 0 12861 198035 128684 342568 300916 915561 -71650 3952014 3824978 0 0 3952014 3824978 THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO FACILITATE PHILANTHROPY. WE SERVE AS A VEHICLE FOR DONORS TO IDENTIFY IMPORTANT ISSUES, SHARE IDEAS AND BUILD THE FINANCIAL RESOURCES TO MAKE POSITIVE, LONG-TERM CHANGE. 0 0 177228 SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS ARE AWARDED TO VARIOUS HIGH SCHOOL STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY FOR HIGHER EDUCATION TUITION EXPENSES. GRANTS ARE AWARDED TO INDIVIDUALS OR ORGANIZATIONS BASED ON A DONOR DIRECTIVE OF THE FUNDS CONTRIBUTED AND FOR INDIVIDUALS, THE AMOUNT AWARDED IS PAID DIRECTLY TO THE ENTITY THE STUDENT IS ATTENDING. THESE FUNDS ARE DESIGNATED BY DONORS AND ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN AT RISK, WOMEN AT RISK, HEALTH, PRENATAL CARE, AND THE ARTS. 57 PALM CITY ADOPT A CLASS - THE ORGANIZATION COLLECTS FUNDS FROM VARIOUS DONORS WHO SPONSOR VARIOUS CLASSROOMS IN LOCAL SCHOOLS IN THE MARTIN COUNTY, FL COMMUNITY. THE FUNDS ARE DISTRIBUTED TO TEACHERS FOR SCHOOL AND TEACHING SUPPLIES. GIVING DAY - A DAY FOR PROMOTING PHILANTHROPY IN THE COMMUNITY. EACH DONOR CHOOSES FROM VARIOUS CHARITABLE ORGANIZATIONS OR THE DONOR PROVIDES A GENERAL DONATION TO THE ORGANIZATION. THE DONATIONS ARE THEN SPLIT AND CONTRIBUTED TO THE VARIOUS 501(C)(3) ORGANIZATIONS PARTICIPATING IN THE EVENT. 177285 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X WILLIAM FOWLER 7722833838 851 SE MONTEREY COMMONS BLVD STUART FL 34996 WILLIAM C FOWLER 5.00 X X 0 0 0 T MICHAEL CROOK 2.00 X X 0 0 0 THOMAS E WEBER 1.00 X X 0 0 0 KENNETH NORMAN 1.00 X X 0 0 0 NANCY CROWDER-MCCOY 1.00 X X 0 0 0 BRIDGET BARATTA 40.00 X 80501 0 0 80501 0 0 0 0 0 0 0 160590 160590 81174 81174 894898 907396 -12498 -12498 -12498 229266 0 0 68676 133965 133965 38267 38267 361 361 13400 13400 25102 25102 80501 68501 12000 500 167 333 3444 1722 861 861 1680 1680 79 79 353 353 BUSINESS DEVELOPMENT 1859 1859 DUES AND SUBSCRIPTIONS 784 784 PROGRAM SERVICES 621 621 300916 177285 110770 12861 672096 711396 3279918 3113582 0 3952014 3824978 0 0 X 782465 739649 1344674 1382870 1824875 1702459 3952014 3824978 3952014 3824978 X -71650 -55387 X 0 0 0 X 332180 319289 410360 828155 194515 2084499 332180 319289 410360 828155 194515 2084499 639929 1444570 102940 65988 56273 77788 81174 384163 2468662 0.58520 0.61950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 1559 74585 954293 1 1 3169550 158906 52971 174738 121359 3085330 2306618 763998 324418 108478 117006 3169550 2100250 147917 320314 205927 55936 2306618 3036070 116033 -726027 268064 57762 2100250 0.00900 0.55180 0.43920 0 0 0 MUTUAL FUNDS - BESSEY 54696 C MUTUAL FUNDS - CADARR 259151 C MUTUAL FUNDS - COMBS 96193 C MUTUAL FUNDS - DORSEY 57275 C MUTUAL FUNDS - DUNSCOMBE 469260 C MUTUAL FUNDS - GW FUND 288717 C MUTUAL FUNDS - HSCA 5632 C MUTUAL FUNDS - HERSLOW 91280 C MUTUAL FUNDS - MERRILL, JEAN 482247 C MUTUAL FUNDS - JORDAN 123523 C MUTUAL FUNDS - BROGAN, MARY 94703 C MUTUAL FUNDS - PRICE, CHRISTEN 348853 C MUTUAL FUNDS - SCHROEDER 384560 C MUTUAL FUNDS - STEVENSON 230817 C MUTUAL FUNDS - BROGAN, TREVA 12417 C MUTUAL FUNDS - WAALER 114258 C 3113582 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATIONS'S BOARD OF DIRECTORS. 1 UNITED WAY OF MARTIN COUNTY PO BOX 362 STUART FL 34995 203521388 501(C)(3) 10000 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY HEALTHY START COALITION INC 2026 E OCEAN BLVD STUART FL 34996 650359999 501(C)(3) 5569 OPERATING AND PROGRAM SUPPORT TEMPLE BEIT HAYAM 951 SE MONTEREY COMMONS BLVD STUART FL 34996 650433492 N/A 5733 OPERATING AND PROGRAM SUPPORT FLORIDA OCEANOGRAPHIC SOCIETY INC 890 NE OCEAN BLVD STUART FL 34994 591114306 501(C)(3) 7500 OPERATING AND PROGRAM SUPPORT NINA HAVEN FOUNDATION PO BOX 1978 STUART FL 34995 136099012 501(C)(3) 30000 OPERATING AND PROGRAM SUPPORT CATHOLIC DIOCESE OF PALM BEACH 9995 N MILITARY TRAIL PLAM BEACH GARDENS FL 33410 592438903 501(C)(3) 6000 OPERATING AND PROGRAM SUPPORT SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 6 38267 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS - THE ORGANIZATION AWARDS VARIOUS SCHOLARSHIPS BASED ON THE DONOR FUND. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE HIGHER EDUCATION INSTITUTION. STUDENTS RECEIVING SCHOLARSHIP FUNDS ARE REQUIRED TO REPORT TO THE ORGANIZATION WITH GRADES RECEIVED IN ORDER TO MAINTAIN THE SCHOLARSHIP LEVEL AWARDED BY THE DONOR FUND. GRANTS - THE ORGANIZATION AWARDS GRANTS BASED ON DONOR FUNDS AND OTHER FUNDRAISING ACTIVITES (GIVING DAY). IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. BASED ON THE GRANTEE ENTITY REQUIREMENT TO BE A 501(C)(3) ENTITY, THE ORGANIZATION DOES NOT REQUIRE THE GRANTEE ENTITY TO REPORT BACK TO THE ORGANIZATION ON HOW FUNDS ARE SPENT. WILLIAM FOWLER PRESIDENT OF ORGANIZATION IS PRESIDENT OF JS CAPITAL MANAGEMENT 10061 JS CAPITAL MANAGEMENT PROVIDES MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES FOR THE ORGANIZATION. THE PRESIDENT OF JS CAPITAL IS ALSO THE PRESIDENT AND DIRECTOR OF THE ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS, MIKE CROOK AND NANCY CROWDER-MCCOY, ARE BUSINESS PARTNERS IN THE SAME ACCOUNTING FIRM. THE ORGANIZATION'S PRESIDENT, WILLIAM FOWLER, IS THE PRESIDENT OF JS CAPITAL MANAGEMENT. ALL BOOKKEEPING ACTIVITIES ARE PERFORMED BY THE STAFF OF JS CAPITAL MANAGEMENT. WILLIAM FOWLER DOES NOT HAVE CHECK SIGNING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS HAS DESIGNATED THE EXECUTIVE DIRECTOR TO REVIEW THE YEARLY FORM 990. ONCE REVIEWED THE FORM IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE CONSULTING FEES FOR THE EXECUTIVE DIRECTOR ARE DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF SMALL FOUNDATIONS IS USED AS GUIDANCE AS WELL AS THE EXECUTIVE DIRECTOR'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS ARE AVAIABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENTS: -55,387.