COMMUNITY FOUNDATION FOR BREVARD INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION FOR BREVARD INC (EIN 59-2114988)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201241329349302259
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T12:33:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD J BECK CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE SUITE 149 | AddressLine1 |
| City | MELBOURNE | City |
| State | FL | State |
| ZIP Code | 329408229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592114988 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FOR BREVARD INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 3217525505 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 BEDFORD DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 102 | AddressLine2 |
| City | MELBOURNE | City |
| State | FL | State |
| ZIP Code | 32940 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S CEROW | Name |
| Title | TREASURER | Title |
| Phone | 3217525505 | Phone |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J BECK CPA | Name |
| Phone | 3216225997 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR BREVARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SANDRA L SCANNELLI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 BEDFORD DRIVE SUITE 102 | AddressLine1 |
| City | MELBOURNE | City |
| State | FL | State |
| ZIP Code | 32940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4974837 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CFBREVARD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE COMMUNITY FOUNDATION FOR BREVARD IS A NOT-FOR-PROFIT PUBLIC CHARITY SERVING AS A CATALYST AND RESOURCE FOR PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS TO GROW, ENHANCE AND SUSTAIN BREVARD'S QUALITY OF LIFE. WE MANAGE FUNDS THAT BENEFIT CHARITIES, WHICH INCLUDES ATTRACTING, INVESTING CHARITABLE GIFTS; PROMOTING AND INSPIRING COMMUNITY PHILANTHROPY; PROVIDING SUPPORT AND RESOURCE FOR THE CHARITABLE EDUCATIONAL,CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY; AND SERVE AS A CATALYST IN IDENTIFYING PROBLEMS AND OPPORTUNITIES AND INITIATING COLLABORATIVE SOLUTIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 321177 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 167500 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -31512 | InvestmentIncomePriorYear |
| Investment Income Current Year | 280031 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 3381 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 289665 | TotalRevenuePriorYear |
| Total Revenue Current Year | 450912 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1328800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1368484 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 125439 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 167138 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 146017 | OtherExpensePriorYear |
| Other Expenses Current Year | 138952 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1600256 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1674574 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1310591 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1223662 | RevenuesLessExpensesCY |
| Total Assets BOY | 12977737 | TotalAssetsBOY |
| Total Assets EOY | 11574259 | TotalAssetsEOY |
| Total Liabilities BOY | 20012 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 418494 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12957725 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11155765 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COMMUNITY FOUNDATION FOR BREVARD IS A NOT-FOR-PROFIT PUBLIC CHARITY SERVING AS A CATALYST AND RESOURCE FOR PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS TO GROW, ENHANCE AND SUSTAIN BREVARD'S QUALITY OF LIFE. WE MANAGE FUNDS THAT BENEFIT CHARITIES, WHICH INCLUDES ATTRACTING, INVESTING CHARITABLE GIFTS; PROMOTING AND INSPIRING COMMUNITY PHILANTHROPY; PROVIDING SUPPORT AND RESOURCE FOR THE CHARITABLE EDUCATIONAL,CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY; AND SERVE AS A CATALYST IN IDENTIFYING PROBLEMS AND OPPORTUNITIES AND INITIATING COLLABORATIVE SOLUTIONS. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1510761 | Expense |
| Grants | 1368484 | Grants |
| Description | CONSISTENT WITH THE COMMUNITY FOUNDATION FOR BREVARD'S MISSION, THE FOUNDATION IMPLEMENTED BOTH COMPETITIVE AND NONCOMPETITIVE GRANT-MAKING PROCESSES WITH DONOR-CONTRIBUTED RESOURCES AND GUIDED BY DONOR INTENT, WHICH INCLUDES NPO BRIEFINGS/TRAINING, AN ONLINE APPLICATION, COMMUNITY LEADER GRANT REVIEW ORIENTATION AND COORDINATION, AND PROVIDING FEEDBACK AND FOLLOWUP TO ALL APPLICANTS. GRANTS AWARDED IN ALL ASPECTS OF QUALITY OF LIFE INCLUDING EDUCATION, ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, ENVIRONMENTAL PROTECTION, AND ANIMAL WELFARE. DURING 2011, THE FOUNDATION DISTRIBUTED OVER 90 GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, INCLUDING 12 SCHOLARSHIP AWARDS TO FLORIDA UNIVERSITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 54351 | Expense |
| Description | INDIVIDUALLY AND IN GROUPS, PROVIDED SUPPORT, ASSISTANCE, AND INFORMATION TO DONORS, ORGANIZATIONS, AND OTHER INDIVIDIUALS SEEKING TO FIND AND INVEST IN COMMUNITY CAUSES; AND IN PARTNERSHIP WITH THE URBAN INSTITUTE/NCCS, THE DEVELOPMENT OF A WEB-BASED COMMUNITY PLATFORM, WWW.CONNECTBREVARD.ORG. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 57306 | Expense |
| Description | DEVELOPED, INVESTED AND MANAGED DONOR CONTRIBUTIONS FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS AND CAUSES. DURING THE YEAR ENDED 12/31/2011, THE FOUNDATION MANAGED MORE THAN 50 FUNDS ESTABLISHED THROUGH DONOR CONTRIBUTIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1622418 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR BREVARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3217525505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 BEDFORD DRIVE SUITE 102 | AddressLine1 |
| City | MELBOURNE | City |
| State | FL | State |
| ZIP Code | 32940 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KURT C WEISS ESQ | ||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| GINA H RALL CPA | ||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| TODD J STARKEY CFP | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| MICHAEL S CEROW CPA | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| WILLIAM R HARRIS CFP | ||||||
| PAST CHAIR | 2.00 | X | 0 | 0 | 0 | |
| RONALD E BRAY CPA RETIRED | ||||||
| 15.00 | X | 0 | 0 | 0 | ||
| LINDA COLEMAN | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| I WAYNE COOPER CPA | ||||||
| 2.00 | X | 0 | 0 | 0 | ||
| DALE A DETTMER ESQ | ||||||
| 2.00 | X | 0 | 0 | 0 | ||
| BRIAN FISHER CPA | ||||||
| 2.00 | X | 0 | 0 | 0 | ||
| LINDA J MAY | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| CHARLES IAN NASH ESQ | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| KURT D PANOUSES ESQ | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| TODD RUSSELL CPA | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL WELCH | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| SANDRA L SCANNELLI | ||||||
| PRESIDENT/CE | 50.00 | X | 108150 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108150 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 167500 | AllOtherContributions |
| Total Contributions | 167500 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358199 | TotalRevenueColumn |
| Exclusion | $358,199 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4445757 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4523882 | Securities |
| Other | 43 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -78125 | Securities |
| Other | -43 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -78168 | TotalRevenueColumn |
| Related Or Exempt Function Income | -43 | RelatedOrExemptFunctionIncome |
| Exclusion | -$78,125 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| AGENCY ADMINISTRATIVE FEE | 561499 | 3247 | $3,247 |
| MISCELLANEOUS INCOME | 134 | $134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3381 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450912 | TotalRevenueColumn |
| Related Or Exempt Function Income | -43 | RelatedOrExemptFunctionIncome |
| Exclusion | $283,455 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368484 | Total |
| Program Services | 1368484 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108150 | Total |
| Program Services | 97300 | ProgramServices |
| Management And General | 10850 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42389 | Total |
| Program Services | 33911 | ProgramServices |
| Management And General | 8478 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5167 | Total |
| Program Services | 4504 | ProgramServices |
| Management And General | 663 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11432 | Total |
| Program Services | 9964 | ProgramServices |
| Management And General | 1468 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
| Management And General | 9000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47206 | Total |
| Program Services | 47206 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5760 | Total |
| Management And General | 5760 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6426 | Total |
| Program Services | 5141 | ProgramServices |
| Management And General | 1285 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11042 | Total |
| Program Services | 8834 | ProgramServices |
| Management And General | 2208 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23079 | Total |
| Program Services | 18463 | ProgramServices |
| Management And General | 4616 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5026 | Total |
| Program Services | 4021 | ProgramServices |
| Management And General | 1005 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2485 | Total |
| Program Services | 1988 | ProgramServices |
| Management And General | 497 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13219 | Total |
| Program Services | 10576 | ProgramServices |
| Management And General | 2643 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3516 | Total |
| Program Services | 2813 | ProgramServices |
| Management And General | 703 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DONOR DEVELOPMENT | 7431 | 5945 | 1486 |
| PROGRAM DEVELOPMENT | 3246 | 2597 | 649 |
| BOARD EXPENSE | 845 | 845 | |
| ANNUITY EXPENSE | 671 | 671 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1674574 | Total |
| Program Services | 1622418 | ProgramServices |
| Management And General | 52156 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172871 | BOY |
| EOY | 395880 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43698 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21108 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33863 | BOY |
| EOY | 22590 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12769403 | BOY |
| EOY | 11154189 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600 | BOY |
| EOY | 1600 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12977737 | BOY |
| EOY | 11574259 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19963 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 407160 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49 | BOY |
| EOY | 11334 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20012 | BOY |
| EOY | 418494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1055057 | BOY |
| EOY | 919114 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11132360 | BOY |
| EOY | 10000802 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770308 | BOY |
| EOY | 235849 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12957725 | BOY |
| EOY | 11155765 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12977737 | BOY |
| EOY | 11574259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1223662 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -578298 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3186713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 376552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 375819 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 321177 | CurrentTaxYearMinus1Year |
| Current Tax Year | 167500 | CurrentTaxYear |
| Total | 4427761 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3186713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 376552 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 375819 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 321177 | CurrentTaxYearMinus1Year |
| Current Tax Year | 167500 | CurrentTaxYear |
| Total | 4427761 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4427761 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 609776 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 417806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 414569 | CurrentTaxYearMinus1Year |
| Current Tax Year | 358199 | CurrentTaxYear |
| Total | 2019897 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 3381 | CurrentTaxYear |
| Total | 3381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6451039 | TotalSupport |
| Public Support Pertcentage170 | 0.68640 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 14 | NumberDAFsHeld |
| Number Funds Held | 5 | NumberFundsHeld |
| Donor Advised Contributions | 146500 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 5500 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1202526 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 55533 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 6459686 | AggregateDAFValue |
| Aggregate Fund Value | 855967 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4004233 | BeginningOfYearBalance |
| Contributions | 15500 | Contributions |
| Investment Earnings Or Losses | -27916 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 110425 | GrantsOrScholarships |
| Administrative Expenses | 104424 | AdministrativeExpenses |
| End Of Year Balance | 3776968 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3810864 | BeginningOfYearBalance |
| Contributions | 32100 | Contributions |
| Investment Earnings Or Losses | 451591 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 140990 | GrantsOrScholarships |
| Administrative Expenses | 101446 | AdministrativeExpenses |
| End Of Year Balance | 4052121 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11278317 | BeginningOfYearBalance |
| Contributions | 108014 | Contributions |
| Investment Earnings Or Losses | 2954045 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2368685 | GrantsOrScholarships |
| Administrative Expenses | 220057 | AdministrativeExpenses |
| End Of Year Balance | 11751634 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19365562 | BeginningOfYearBalance |
| Contributions | 375552 | Contributions |
| Investment Earnings Or Losses | -5815741 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2392469 | GrantsOrScholarships |
| Administrative Expenses | 254587 | AdministrativeExpenses |
| End Of Year Balance | 11278317 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06120 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.93090 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43698 | OtherCostOrOtherBasis |
| Depreciation | 21108 | Depreciation |
| Book Value | 22590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22590 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER CRUT AGREEMENTS | $11,334 |
| PAYROLL TAX LIABILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11334 | TotalOfAmounts |
| Total Revenue | 450912 | TotalRevenue |
| Total Expenses | 1674574 | TotalExpenses |
| Excess Or Deficit For Year | -1223662 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -519765 | NetUnrealizedGLOnInvestments |
| Other | $2 | OtherAmount |
| Total Adjustments | -519763 | TotalAdjustments |
| Excess Or Deficit Per FS | -1743425 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -68810 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -519765 | NetUnrealizedGainsInvestments |
| Other Revenues | 43 | OtherRevenues |
| Revenue Not Rptd F990 | -519722 | RevenueNotRptdF990 |
| Revenue Subtotal | 450912 | RevenueSubtotal |
| Total Revenue Per Form990 | 450912 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1674615 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 43 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 43 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1674572 | ExpensesSubtotal |
| Other Expenses Not Included | 2 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1674574 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW LIABILITY ARRANGEMENT EXPLANATION | SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE FOUNDATION HOLDS ASSETS UNDER FOUR (4) SEPARATE AGENCY FUND AGREEMENTS FOR OTHER COMMUNITY ORGANIZATIONS AND DISTRIBUTES THOSE ASSETS AS RECOMMENDED BY THE OTHER ORGANIZATIONS. AGENCY FUND ASSETS ARE REPORTED ALONG WITH THE RESPECTIVE AGENCY LIABILITIES IN THE ORGANIZATION'S BALANCE SHEET. CONTRIBUTIONS AND DISTRIBUTIONS ARE REPORTED AS INCREASES (DECREASES) IN THE RESPECTIVE AGENCY LIABILITIES. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | AS PROVIDED IN THE FOUNDATIONS MISSION AND PURPOSE, ENDOWMENT FUNDS WILL BE USED FOR GRANTS AND DISTRIBUTIONS SOLELY FOR THE CHARITABLE PURPOSES FOR WHICH THE ENDOWMENT FUNDS ARE ESTABLISHED. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | LEASE ABANDONMENT 43 LEASE ABANDONMENT -43 ROUNDING 2 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | LEASE ABANDONMENT 43 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | LEASE ABANDONMENT 43 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | ROUNDING 2 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 4450 WEST EAU GALLIE BLVD STE 280 | MELBOURNE | FL | 32934 | 131788491 | 3 | 15000 | CANCER RESEARCH | |
| BREVARD REGIONAL ARTS GROUP INC | ||||||||
| 625 EAST NEW HAVEN AVE | MELBOURNE | FL | 32901 | 592306612 | 3 | 13500 | HENEGAR CENTER | |
| BREVARD SCHOOLS FOUNDATION | ||||||||
| 2700 JUDGE FRAN JAMISON WAY | VIERA | FL | 32940 | 592895155 | 3 | 143500 | STEM PROGRAMS | |
| BREVARD SYMPHONY ORCHESTRA | ||||||||
| PO BOX 361965 | MELBOURNE | FL | 32936 | 591149727 | 3 | 12756 | PERFORMING ARTS | |
| EAST COAST ZOOLOGICAL | ||||||||
| 8225 N WICKHAM FD | MELBOURNE | FL | 32940 | 592496749 | 3 | 125000 | ANIMAL CARE CENTER | DBA BREVARD ZOO |
| CENTRAL BREVARD HUMANE SOCIETY | ||||||||
| 1020 COX ROAD | COCOA | FL | 32926 | 590873109 | 3 | 7440 | ANIMAL CARE | |
| CIRCLES OF CARE | ||||||||
| 400 EAST SHERIDAN ROAD | MELBOURNE | FL | 32901 | 591101553 | 3 | 11525 | BEHAVIORAL PROGRAMS | |
| CLUB ESTEEM | ||||||||
| 3316 MONROE ST | MELBOURNE | FL | 32901 | 593317831 | 3 | 23500 | ACADEMIC PROGRAMS | |
| FLORIDA INSTITUTE OF TECHNOLOGY | ||||||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | 596046500 | 3 | 31480 | ALZHEIMERS RESEARCH | |
| HOLY TRINITY EPISCOPAL ACADEMY | ||||||||
| 5825 HOLY TRINITY DRIVE | MELBOURNE | FL | 32940 | 590823947 | 3 | 8825 | SCHOLARSHIPS/DEVELOP | |
| MELBOURNE CENTRAL CATHOLIC | ||||||||
| 100 E FLORIDA AVE | MELBOURNE | FL | 32901 | 596080774 | 3 | 19000 | SCHOLARSHIPS(2) | HIGH SCHOOL |
| SOUTH BREVARD WOMEN'S CENTER INC | ||||||||
| 1425 AURORA ROAD | MELBOURNE | FL | 32935 | 591628264 | 3 | 20000 | UNRESTRICTED | |
| SPACE COAST EARLY INTERVENTION CENT | ||||||||
| 3790 DAIRY RD | MELBOURNE | FL | 32904 | 592858471 | 3 | 20000 | UNRESTRICTED | |
| THE ASTRONAUTS MEMORIAL FOUNDATIO | ||||||||
| M/C AMF | KENEDY SPACE CENTER | FL | 32899 | 592637266 | 3 | 20000 | CHILDREN FACILITY | |
| UNITED WAY OF BREVARD | ||||||||
| 937 DIXON AVE | COCOA | FL | 32922 | 590836384 | 3 | 180500 | UNRESTRICTED | |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||||
| 4000 CENTRAL FLORIDA AVE | ORLANDO | FL | 32816 | 592924021 | 3 | 7750 | SCHOLARSHIPS (5) | |
| UNIVERSITY OF FLORIDA | ||||||||
| PO BOX 114025 | GAINESVILLE | FL | 32611 | 596002052 | 3 | 600000 | ENGINEERING EDUCATIO | |
| UNIVERSITY OF FLORIDA | ||||||||
| PO BOX 114025 | GAINESVILLE | FL | 32611 | 596002052 | 3 | 6000 | SCHOLARSHIPS (3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 18 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS AWARDED, EXCEPT THOSE THAT ARE UNRESTRICTED, MUST FILE A REPORT WITH THE CEO WITH DOCUMENTATION/ SOURCE DOCUMENTS OF HOW THE FUNDS AWARDED WERE SPENT, CONSISTENT WITH THE PURPOSE OF THE GRANT. ANY EXCEPTIONS ARE REPORTED TO THE BOARD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE COMMUNITY FOUNDATION FOR BREVARD IS A NOT-FOR-PROFIT PUBLIC CHARITY SERVING AS A CATALYST AND RESOURCE FOR PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS TO GROW, ENHANCE AND SUSTAIN BREVARD'S QUALITY OF LIFE. WE MANAGE FUNDS THAT BENEFIT CHARITIES, WHICH INCLUDES ATTRACTING, INVESTING CHARITABLE GIFTS; PROMOTING AND INSPIRING COMMUNITY PHILANTHROPY; PROVIDING SUPPORT AND RESOURCE FOR THE CHARITABLE EDUCATIONAL,CULTURAL, CIVIC, HEALTH, SOCIAL, ENVIRONMENTAL AND ECONOMIC ORGANIZATIONS OF BREVARD COUNTY; AND SERVE AS A CATALYST IN IDENTIFYING PROBLEMS AND OPPORTUNITIES AND INITIATING COLLABORATIVE SOLUTIONS. |
| ANY SIGNIFICANT NEW PROGRAM SERVICES NOT LISTED ON A PRIOR RETURN | FORM 990, PAGE 2, PART III, LINE 2 | SIGNIFICANT PROGRAM SERVICES NOT LISTED IN PRIOR YEAR'S FORM 990 ARE INCLUDED IN KEY ACTIVITY 2: INDIVIDUALLY AND IN GROUPS, PROVIDED SUPPORT,ASSISTANCE, AND INFORMATION TO DONORS, ORGANIZATIONS, AND OTHER INDIVIDIUALS SEEKING TO FIND AND INVEST IN COMMUNITY CAUSES; AND IN PARTNERSHIP WITH THE URBAN INSTITUTE/NCCS, THE DEVELOPMENT OF A WEB-BASED COMMUNITY PLATFORM,WWW.CONNECTBREVARD.ORG. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | CPA FIRM COMPILES ACCOUNTING INFORMATION AND PREPARES FORM 990; PROVIDES COPY TO PRESIDENT/CEO TO REVIEW AND COMPLETE/UPDATE; PRESIDENT/CEO MEETS WITH CPA TO REVIEW; BOARD OF DIRECTORS RECEIVES COPY OF FORM 990 AND REVIEWS IT PRIOR TO FILING. --- CONTINUED --- |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO COMPLETE AND SIGN AN ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND AGREE TO REMOVE THEMSELVES FROM PARTICIPATION, DISCUSSION AND VOTING FROM ANY REAL OR PERCEIVED SITUATION WHERE CONFLICT MAY ARISE. OFFICERS, COMMITTEE CHAIRS, AND KEY EMPLOYEES MONITOR EACH DECISION AT MEETINGS AND THOSE WITH CONFLICTS RECUSE THEMSELVES FROM PARTICIPATING OR VOTING. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | CEO PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS. COMPENSATION IS REVIEWED USING COMPENSATION DATA FROM THE COUNCIL ON FOUNDATIONS; AREA COMPENSATION FOR COMPARABLE POSITIONS; AND INDIVIDUAL PERFORMANCE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE COMMUNITY FOUNDATION ADOPTED IN 2010 A WRITTEN PUBLIC DISCLOSURE POLICY TO AVAIL ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND OTHER POLICIES, AS WELL AS 990 FINANCIAL INFORMATION UPON REQUEST, EXCLUDING DONOR INFORMATION. COPIES WILL BE MADE FOR A NOMINAL FEE TO COVER THE COST OF REPRODUCTION. 990 INFORMATION IS ALSO AVAILABLE ON THE FOUNDATION'S SITE, CONNECTBREVARD AND OTHER PUBLIC SITES THAT POST 990 RETURNS. --- CONTINUED --- |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED DEPRECIATION IN VALUE OF INVESTMENTS (519,765) ADJUST BEGINNING CRUT ANNUITY LIABILITY (13,661) ADJUST BEGINNING AGENCY FUND LIABILITIES (44,874) ROUNDING 2 ----------- TOTAL OTHER CHANGES IN NET ASSETS (578,298) =========== |