2012-11-15T13:36:39-06:00 2011-12-31 362985665 WOLF & COMPANY LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2011-01-01 363466802 EVANSTON COMMUNITY FOUNDATION INC EVAN 8474920990 1007 CHURCH STREET NO 108 EVANSTON IL 60201 SARA L SCHASTOK 8474920990 2012-11-09 1 JODY A GAUTHIER P00660340 6305454500 2011 2016-02-24 21:20:13Z SARA L SCHASTOK 1007 CHURCH STREET NO 108 EVANSTON IL 60201 4129221 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. 22 22 8 135 0 0 2355364 2767332 73735 71895 327600 334655 7289 7923 2763988 3181805 1134281 1227491 0 0 547131 567636 0 0 121580 301761 317409 1983173 2112536 780815 1069269 14206724 15159134 1580793 1812930 12625931 13346204 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 1024073 887689 THE FOUNDATION'S ENDOWED FUNDS, TOGETHER WITH CURRENT GIFTS FROM DONORS AND PHILANTHROPIC PARTNERS, ENABLE THE FOUNDATION TO FULFILL ITS MISSION: BUILDING, CONNECTING AND DISTRIBUTING RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE GOOD OF EVANSTON. IN 2011 THE FOUNDATION MADE GRANTS TO MORE THAN 100 ORGANIZATIONS. GIFTS TO THE FOUNDATION'S ENDOWED FUNDS WILL GENERATE FUNDING FOR FUTURE PROGRAM INITIATIVES AND GRANTS. 579564 239762 71895 THE ILLINOIS EARLY CHILDHOOD FELLOWSHIP IS AN INITIATIVE DEVELOPED IN 2008 BY A CONSORTIUM OF SIX CHICAGO AREA FUNDERS TO BUILD LEADERSHIP CAPACITY AND INCREASE DIVERSITY IN THE FIELD OF EARLY CHILDHOOD CARE AND EDUCATION. THE FOUNDATION SERVES AS THE FISCAL SPONSOR FOR THE INITIATIVE. 213205 142245 THE FOUNDATION'S COMMUNITYWORKS INITIATIVE, "EVERY CHILD READY FOR KINDERGARTEN, EVERY YOUTH READY FOR WORK" IS ITS LARGEST PROGRAM. 2011 WAS THE FIFTH 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 2011, THE FOUNDATION CONTINUED ITS EXAMINATION OF ACCESS TO JOBS AND TRAINING AVAILABLE TO YOUTH WHO DO NOT ATTEND COLLEGE, EXPANDING ITS WORK ON THE 'EVERY YOUTH READY FOR WORK' COMPONENT OF THE COMMUNITYWORKS INITIATIVE. 1816842 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 0 1 23 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL 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 MIKE BRODY 2.00 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 MARVIN 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 KIM PERUTZ 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 SARA SCHASTOK 40.00 X X 116545 0 36116 116545 0 36116 1 0 1 0 ALICE COTTINGHAM & ASSOCIATES 513 LYMAN AVE OAK PARK IL 60304 IL EARLY CHILDHOOD FELLOWSHIP PROJECT 117070 1 70198 2697134 160576 2767332 FISCAL SPONSORSHIP FEE 561000 41300 41300 TUITION AND FEES 561000 30595 30595 71895 459304 459304 796722 921371 -124649 -124649 -124649 33968 70198 26045 7923 7923 3181805 71895 0 342578 1227491 1227491 126369 107414 12637 6318 310320 201815 64192 44313 100013 68434 20544 11035 30934 22111 5537 3286 65206 40554 23229 1423 18268 13701 4567 3379 3379 58384 14395 28071 15918 55359 45794 5542 4023 15918 15918 7999 4000 3999 ANNUAL REPORT & NEWSLET 47541 39285 8256 COMMUNICATIONS 32568 5203 1876 25489 STAFF AND BOARD EXPENSE 8585 5307 1876 1402 DUES AND SUBSCRIPTIONS 4202 2041 2044 117 2112536 1816842 174114 121580 52061 219264 1050598 1092680 160409 34637 17767 50148 8302 13468 117651 97099 10440 20552 12907147 13728385 14206724 15159134 55850 52578 25335 26275 14070 15120 1463147 1698566 22391 20391 1580793 1812930 X 5266727 5147130 7330012 8169882 29192 29192 12625931 13346204 14206724 15159134 X 1069269 -348995 X X 0 1 1 X 0 X 1436592 5606498 1651234 2355364 2767332 13817020 1436592 5606498 1651234 2355364 2767332 13817020 13817020 522942 400307 177524 339563 459304 1899640 15716660 290121 0.87910 0.87620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 172794 195736 964475 1 1 0 1 11256739 1336931 -132485 385642 12075543 9811606 667555 1170945 393367 11256739 9261765 120603 1764949 767740 456434 111537 9811606 7140294 4904571 -1842641 732851 125352 82256 9261765 0.35000 0.64760 0.00240 0 0 106826 86274 20552 10825 10825 0 20552 CHARITABLE GIFT ANNUITIES PAYABLE 20391 20391 3181805 2112536 1069269 -372255 23260 -348995 720274 2832810 -372255 23260 -348995 3181805 0 3181805 2112537 0 2112537 0 2112537 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 8 - OTHER ADJUSTMENTS: NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS 23,260. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS 23,260. CELEBRATE EVANSTON 104166 70198 33968 3565 12791 104166 70198 33968 3565 12791 16356 17612 1 CNE (CHILDCARE NETWORK OF EVANSTON) 1335 DODGE AVENUE EVANSTON IL 60201 237108030 501(C)(3) 11000 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) 20800 NEXT STEPS TOP 20 PROJECT AND PROGRAM SUPPORT ERIE FAMILY HEALTH CENTER INC 1701 W SUPERIOR 3RD FL CHICAGO IL 60622 363088628 501(C)(3) 13500 ERIE EVANSTON HEALTH CENTER: COMMUNITY HEALTH EDUCATION AND OUTREACH IN EVANSTON AND SKOKIE EVANSTON COALITION FOR LATINO RESOURCES PO BOX 466 EVANSTON IL 60201 362167940 501(C)(3) 10000 CAPACITY BUILDING PROJECTS 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) 10000 CAPACITY BUILDING PROJECTS EVANSTON TOWNSHIP HIGH SCHOOL 1600 DODGE AVENUE EVANSTON IL 60204 6000 FUNDING FOR SENIOR AWARDS NIGHT SCHOLARSHIPS EVANSTONSKOKIE SCHOOL DISTRICT 65 1500 MCDANIEL AVE EVANSTON IL 60201 366007570 46505 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) 40650 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT ILLINOIS ACTION FOR CHILDREN 4753 BROADWAY SUITE 1200 CHICAGO IL 60640 362712912 501(C)(3) 40650 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT INFANT WELFARE SOCIETY OF EVANSTON 2200 MAIN STREET EVANSTON IL 60202 362167753 501(C)(3) 93875 EVERY CHILD READY FOR KINDERGARTEN PROGRAM JAMES B MORAN CENTER FOR YOUTH ADVOCACY 1123 EMERSON SUITE 203 EVANSTON IL 60201 363180725 501(C)(3) 15000 ASK A LAWYER PROGRAM AND SUPPORT FOR OPERATIONS JUMPSTART FOR YOUNG CHILDREN INC 900 NORTH FRANKLIN SUITE 210 CHICAGO IL 60610 043262046 501(C)(3) 7780 BOOK BUDDIES PRE-K PROGRAM LATINO POLICY FORUM 180 NORTH MICHIGAN AVENUE SUITE 1250 CHICAGO IL 60601 363676873 501(C)(3) 40650 FY 2012 ILLINOIS EARLY CHILDHOOD FELLOWSHIP LEELANAU CONSERVANCY P O BOX 1007 LELAND MI 49654 382710855 501(C)(3) 10000 2011 GRANT FROM THE EDELSTEIN-BERKSON FAMILY FUND LIFT-EVANSTON PO BOX 431 EVANSTON IL 60204 522168409 501(C)(3) 18000 CREATION OF AN ONLINE SOCIAL SERVICE DIRECTORY FOR EVANSTON MCGAW YMCA 1000 GROVE STREET EVANSTON IL 60201 362169194 501(C)(3) 13905 SUPPORT FOR OPERATIONS AND PROGRAMS MIDTOWN EDUCATIONAL FOUNDATION 718 SOUTH LOOMIS STREET CHICAGO IL 60607 363417278 501(C)(3) 10000 CHICAGO URBAN YOUTH SCHOLARSHIP FUND MUSIC INSTITUTE OF CHICAGO 1490 CHICAGO AVENUE EVANSTON IL 60201 362374224 501(C)(3) 8000 SUPPORT FOR OPERATIONS AND PROGRAMS NEXT THEATRE CO SUITE 108 EVANSTON IL 60201 363158530 501(C)(3) 5500 SUPPORT FOR OPERATIONS AND PROGRAMS NORTH SHORE SENIOR CENTER 161 NORTHFIELD ROAD WINNETKA IL 60093 362366074 501(C)(3) 6100 OUTREACH TO IDENTIFY AND PROVIDE SUPPORT TO OLDER ADULTS WITH VISION LOSS LIVING IN THE COMMUNITY NORTHLIGHT THEATRE 9501 SKOKIE BLVD SKOKIE IL 60077 237390464 501(C)(3) 5400 NORTHLIGHT ON CAMPUS - SPEAK UP! AT EVANSTON TOWNSHIP HIGH SCHOOL OPEN STUDIO PROJECT 903 SHERMAN AVENUE EVANSTON IL 60202 363894275 501(C)(3) 10000 VIDEO ART AND THE PROCESS; CAPACITY BUILDING PROJECTS OUNCE OF PREVENTION 33 W MONROE SUITE 2400 CHICAGO IL 60603 363186328 501(C)(3) 36512 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT PEER SERVICES INC 906 DAVIS STREET EVANSTON IL 60201 362848969 501(C)(3) 17200 REDUCING THE SPREAD OF HIV THROUGH SUPPORT AND RISK-REDUCTION EDUCATION AND CAPACITY BUILDING PROJECTS PERCOLATOR FILMS PO BOX 5572 EVANSTON IL 60204 263741372 501(C)(3) 10750 CAPACITY BUILDING PROJECTS PICCOLO THEATRE INC 600 MAIN STREET EVANSTON IL 60202 363363432 10000 CAPACITY BUILDING PROJECTS POSITIVE PARENTING DUPAGE 105 S VILLA AVE VILLA PARK IL 60181 203152418 501(C)(3) 40650 ILLINOIS EARLY CHILDHOOD FELLOWSHIP PROJECT SYRACUSE UNIVERSITY 820 COMSTOCK AVENUE SUITE 100 SYRACUSE NY 13244 150532081 501(C)(3) 10000 SUPPORT FOR THE SCHOOL OF ENGINEERING THE FAMILY ROOM 3009 CENTRAL STREET EVANSTON IL 60201 161649901 501(C)(3) 14890 NEW MOTHERS SUPPORT PROGRAMS THE TALKING FARM PO BOX 6329 EVANSTON IL 60204 300392847 501(C)(3) 20000 CAPACITY BUILDING PROJECTS AND GENERAL OPERATIONS WARREN W CHERRY PRESCHOOL 1418 LAKE STREET EVANSTON IL 60201 363809526 501(C)(3) 10750 GETTING AT-RISK CHILDREN TO KINDERGARTEN WITH THEIR PEERS YOU (YOUTH ORGANIZATIONS UMBRELLA) 1027 SHERMAN AVENUE EVANSTON IL 60202 362734966 501(C)(3) 9915 SAFE SUMMER SUMMIT AND SERVICE LEARNING FOR Y.O.U.TH YOUTH JOB CENTER OF EVANSTON INC 1114 CHURCH EVANSTON IL 60201 363252809 501(C)(3) 9150 WILL: WOMEN INVESTED IN LEARNING AND LIVELIHOODS YWCA EVANSTONNORTH SHORE 1215 CHURCH STREET EVANSTON IL 60201 362193618 501(C)(3) 49100 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) 18000 FULL LIFE FUTURES PROGRAM AND CAPACITY BUILDING PROJECT CHILD CARE CENTER OF EVANSTON 1840 ASBURY AVENUE EVANSTON IL 60201 362167017 501(C)(3) 8658 EXPANSION OF PRESCHOOL PROGRAM TO INCLUDE 2 YEAR OLDS CHILDREN'S HOME AID 125 S WACKER DR SUITE 1400 CHICAGO IL 60606 362167743 501(C)(3) 6000 RICE CHILD + FAMILY CENTER: EVANSTON FOSTER CARE OUTREACH PROJECT CITY OF EVANSTON - EVANSTON PUBLIC LIBRARY 1703 ORRINGTON AVENUE EVANSTON IL 60201 366005870 501(C)(3) 6955 EVERY CHILD READY FOR KINDERGARTEN PROGRAM 39 3 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 X 0 0 0 0 0 0 0 0 0 SARA SCHASTOK 116545 0 0 0 0 0 9858 0 26258 0 152661 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 EVERY FALL, CALLING ON BOARD MEMBERS TO SUBMIT WRITTEN INPUT THAT IS THEN SUMMARIZED AND PRESENTED WITHIN THE PERFORMANCE REVIEW. AS THE BUDGET IS DEVELOPED AND REVIEWED, THE COMMITTEE APPROVES THE TOTAL STAFF COMPENSATION AMOUNT FOR THE NEXT YEAR'S ANNUAL BUDGET AND SUBSEQUENTLY DETERMINES CHANGES IN ANNUAL COMPENSATION OF THE CEO. ALTHOUGH TWO OTHER RESOURCES ARE ALSO CONSULTED, THE COUNCIL ON FOUNDATIONS' GRANTMAKERS SALARY AND BENEFITS REPORT IS THE PRIMARY RESOURCE FOR MEETING THE STANDARD OF COMPARING THE FOUNDATION CEO'S SALARY TO THOSE OF SIMILAR PERSONS, ETC. AS STATED ABOVE. IT IS THE PRIMARY SOURCE BECAUSE THE COUNCIL OF FOUNDATIONS REPORTS DATA FOR COMMUNITY FOUNDATIONS, AS DISTINCT FROM OTHER FOUNDATION TYPES, AND CEO POSITIONS ARE REPORTED SEPARATELY (HIGH, LOW, MEDIAN AND MEAN ARE IDENTIFIED). SURVEY RESULTS ARE ALSO REPORTED ON THE BASIS OF FOUNDATIONS' ASSET SIZE AND REGION OF THE COUNTRY. ADDITIONAL RESOURCES INCLUDE MERCER'S GLOBAL SURVEY COMPARES COST OF LIVING DATA IN CHICAGO AGAINST OTHER METROPOLITAN AREAS, PINPOINTING SALARY LEVELS MORE PRECISELY THAN THE BROAD REGIONAL APPROACH OF THE COF DATA, AND A STUDY BY THE DONORS FORUM OF CHICAGO SURVEYS CEO SALARIES AMONG CHICAGO-BASED GRANT-MAKING FOUNDATIONS. X 6 160576 AVERAGE MARKET VALUE 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. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE FOUNDATION. THE COMMITTEE EVALUATES THE PRESIDENT AND CEO EVERY FALL, CALLING ON BOARD MEMBERS TO SUBMIT WRITTEN INPUT THAT IS THEN SUMMARIZED AND PRESENTED WITHIN THE PERFORMANCE REVIEW. AS THE BUDGET IS DEVELOPED AND REVIEWED, THE COMMITTEE APPROVES THE TOTAL STAFF COMPENSATION AMOUNT FOR THE NEXT YEAR'S ANNUAL BUDGET AND SUBSEQUENTLY DETERMINES CHANGES IN ANNUAL COMPENSATION OF THE CEO. ALTHOUGH TWO OTHER RESOURCES ARE ALSO CONSULTED, THE COUNCIL ON FOUNDATIONS' GRANTMAKERS SALARY AND BENEFITS REPORT IS THE PRIMARY RESOURCE FOR MEETING THE STANDARD OF COMPARING THE FOUNDATION CEO'S SALARY TO THOSE OF SIMILAR PERSONS, ETC. AS STATED ABOVE. IT IS THE PRIMARY SOURCE BECAUSE THE COUNCIL OF FOUNDATIONS REPORTS DATA FOR COMMUNITY FOUNDATIONS, AS DISTINCT FROM OTHER FOUNDATION TYPES, AND CEO POSITIONS ARE REPORTED SEPARATELY (HIGH, LOW, MEDIAN AND MEAN ARE IDENTIFIED). SURVEY RESULTS ARE ALSO REPORTED ON THE BASIS OF FOUNDATIONS' ASSET SIZE AND REGION OF THE COUNTRY. ADDITIONAL RESOURCES INCLUDE MERCER'S GLOBAL SURVEY COMPARES COST OF LIVING DATA IN CHICAGO AGAINST OTHER METROPOLITAN AREAS, PINPOINTING SALARY LEVELS MORE PRECISELY THAN THE BROAD REGIONAL APPROACH OF THE COF DATA, AND A STUDY BY THE DONORS FORUM OF CHICAGO SURVEYS CEO SALARIES AMONG CHICAGO-BASED GRANT-MAKING FOUNDATIONS. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -372,255. NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS 23,260. TOTAL TO FORM 990, PART XI, LINE 5: -348,995. THERE HAS BEEN NO CHANGE IN PROCEDURE FROM PRIOR YEAR.