2012-08-07T11:09:31-05:00 2011-12-31 580673524 MOORE STEPHENS TILLER LLC 1612 NEWCASTLE STREET SUITE 200 BRUNSWICK GA 31520 990 2011-01-01 202454729 COMMUNITIES OF COASTAL GEORGIA FOUNDATION INC COMM 9122809202 P O BOX 938 BRUNSWICK GA 315210938 LEE H OWEN 9122809202 2012-07-30 1 RONALD K RECTOR P00260850 9122651750 2011 2016-02-24 21:20:13Z LEE H OWEN P O BOX 938 BRUNSWICK GA 315210938 5356911 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. 17 17 3 69 0 0 1705877 2896089 0 0 85324 130171 0 0 1791201 3026260 435629 648001 0 0 164448 162972 0 0 48270 124480 119040 724557 930013 1066644 2096247 5153831 6979199 12961 7304 5140870 6971895 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 821403 648001 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 (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). 821403 1 1 0 0 0 1 0 0 0 1 1 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X X LEE H OWEN 9122809202 502 1/2 GLOUCESTER STREET SUITE 1 BRUNSWICK GA 31520 DENNIE L MCCRARY 2.00 X X 0 0 0 JEANNE MANNING 1.00 X X 0 0 0 BEN T SLADE III 2.00 X X 0 0 0 TOM SUBLETT 2.00 X X 0 0 0 JEFF BARKER 1.00 X 0 0 0 ARTHUR LUCAS 1.00 X 0 0 0 MARTHA B ELLIS 1.00 X 0 0 0 FLO JACKSON 1.00 X 0 0 0 JERRY HARPER 1.00 X X 0 0 0 DIANE LAWS 1.00 X 0 0 0 CHERI LEAVY 1.00 X 0 0 0 WILLIAM J STEMBLER 1.00 X 0 0 0 CHARLIE C SMITH JR 1.00 X 0 0 0 REES SUMERFORD 2.00 X X 0 0 0 CLAUDE H BOOKER JR 1.00 X 0 0 0 DIANA MURPHY 1.00 X 0 0 0 BONNEY S SHUMAN 1.00 X 0 0 0 LEE H OWEN 40.00 X 81385 0 9424 81385 0 9424 0 0 0 0 0 2896089 393867 2896089 104709 104709 2356113 2330651 25462 25462 25462 3026260 0 0 130171 648001 648001 81385 44762 20346 16277 52541 28898 13135 10508 3449 1897 862 690 14852 8169 3713 2970 10745 5910 2686 2149 17912 9852 4478 3582 525 289 131 105 10900 5995 2725 2180 20657 20657 1450 798 363 289 1005 553 252 200 6913 3802 1728 1383 4253 2339 1063 851 8400 4620 2100 1680 3776 2077 944 755 4963 2729 1241 993 1539 846 385 308 915 503 229 183 UNCOLLECTIBLE PLEDGES 20000 20000 OTHER 8946 4919 2237 1790 PRINTING AND PUBLICATIO 5411 2976 1353 1082 MEMBERSHIPS 1475 811 369 295 930013 821403 60340 48270 173137 57890 1548896 2163794 179506 1224307 3889 4174 10648 9983 2205 665 3244798 3526969 1400 1400 5153831 6979199 12961 7304 12961 7304 X 4933615 5719839 207255 1252056 5140870 6971895 5153831 6979199 X 2096247 -265222 X X 0 1 1 X 0 X 1383429 475117 331613 1705877 2750817 6646853 1383429 475117 331613 1705877 2750817 6646853 2729709 3917144 188560 73693 52780 51150 84052 450235 7097088 0.55190 0.69660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 1537546 578442 3567215 1 1 248449 113603 -16593 6802 2527 336130 182455 47338 25557 5288 1613 248449 151919 3330 33078 4625 1247 182455 74588 123767 -45624 812 151919 1.00000 0.00000 0.00000 0 0 10648 9983 665 665 3026260 930013 2096247 -265222 -265222 1831025 2740381 -265222 -265222 3005603 20657 20657 3026260 909356 0 909356 20657 20657 930013 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 XII, LINE 4B AND PART XIII, LINE 4B: THE 20,657 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 AMERICA'S SECOND HARVEST OF COASTAL GEORGIA INC 2501 EAST PRESIDENT STREET SAVANNAH GA 31404 581442013 501(C)(3) 6500 GENERAL SUPPORT BOYS AND GIRLS CLUB OF SOUTHEAST GEORGIA INC 3836 JOHNSTON STREET BRUNSWICK GA 31520 580973039 501(C)(3) 29500 CAPITAL CAMPAIGN BRUNSWICK-GLYNN COUNTY LIBRARY 208 GLOUCESTER STREET BRUNSWICK GA 31520 581843911 501(C)(3) 6000 LITERACY PROGRAM CASA GLYNN INC POST OFFICE BOX 145 BRUNSWICK GA 31521 582176608 501(C)(3) 7500 GENERAL SUPPORT CHRIST CHURCH FREDERICA 6329 FREDERICA ROAD ST SIMONS ISLAND GA 31522 586067060 501(C)(3) 26992 GENERAL SUPPORT DUKE UNIVERSITY 324 BLACKWELL STREET DUKE BOX 10 DURHAM NC 27701 560532129 501(C)(3) 13300 ANNUAL FUND AND GENERAL SUPPORT FREDERICA ACADEMY INC 200 HAMILTON ROAD ST SIMONS ISLAND GA 31522 581093060 501(C)(3) 17500 ANNUAL SUPPORT / CAPITAL CAMPAIGN HABITAT FOR HUMANITY OF GLYNN COUNTY GA INC POST OFFICE BOX 296 BRUNSWICK GA 31521 581852944 501(C)(3) 5250 GENERAL SUPPORT HUMANE SOCIETY OF SOUTH COASTAL GEORGIA INC 4627 US HIGHWAY 17 N BRUNSWICK GA 31525 586073265 501(C)(3) 174000 GENERAL SUPPORT / CAPITAL CAMPAIGN 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 31204 580622971 501(C)(3) 10000 GENERAL SUPPORT / ST MARYS HOME FOR BOYS ST MARKS EPISCOPAL CHURCH 900 GLOUCESTER STREET BRUNSWICK GA 31520 580600862 501(C)(3) 8000 GENERAL SUPPORT ST SIMONS LAND TRUST POST OFFICE BOX 24615 ST SIMONS ISLAND GA 31522 582598986 501(C)(3) 21000 GENERAL SUPPORT ST MARYS UNITED METHODIST CHURCH 106 E CONYERS STREET ST MARYS GA 31558 501(C)(3) 50000 GENERAL SUPPORT ST SIMONS COMMUNITY CHURCH 2700 FREDERICA ROAD ST SIMONS ISLAND GA 31522 580909235 501(C)(3) 40000 GENERAL SUPPORT ST SIMONS PRESBYTERIAN CHURCH 205 KINGS WAY ST SIMONS ISLAND GA 31522 580909235 501(C)(3) 5500 ANNUAL FUND UNITED WAY OF COASTAL GEORGIA INC 1311 UNION STREET BRUNSWICK GA 31520 580671327 501(C)(3) 23000 GENERAL SUPPORT UNIVERSITY OF COLORADO FOUNDATION 4740 WALNUT STREET BOULDER CO 80301 846049811 501(C)(3) 7000 GENERAL SUPPORT VOLUNTEERS FOR LITERACY PO BOX 351 CORNELIA GA 30531 581810589 501(C)(3) 10000 GENERAL SUPPORT WESLEYAN COLLEGE 4760 FORSYTH ROAD MACON GA 31210 580593438 501(C)(3) 11000 GENERAL SUPPORT WINSHIP CANCER INSTITUTE 1365 C CLIFTON ROAD ATLANTA GA 30322 582030692 501(C)(3) 10000 GENERAL SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 3 393867 HIGH/LOW AVERAGE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MERRILL LYNCH IS USED AS A THIRD PARTY FOR NON-CASH CONTRIBUTIONS OF SECURITIES. PROGRAM SERVICE STATEMENT 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 28 FUNDS, THE MAJORITY BEING DONOR ADVISED FUNDS. PROGRAM SERVICE STATEMENT 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. PROGRAM SERVICE STATEMENT 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 WILL BE SENT FOR REVIEW AND POSSIBLE COMMENTS. SHOULD THERE BE NO QUESTIONS/COMMENTS FORTHCOMING, 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -265,222. FORM 990, PART XII, LINE 2C: THE FINANCE/INVESTMENT COMMITTEE HAS AN AUDIT SUBCOMMITTEE COMPOSED OF BOTH BOARD AND NON-BOARD MEMBERS. THIS SUBCOMMITTEE WAS HAS BEEN IN PLACE FOR SEVERAL YEARS, AND DID NOT CHANGE IN PURPOSE OR STRUCTURE IN 2009. 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.