2011-11-14T14:19:58-06:00 2011-06-30 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2010-07-01 383246131 BARRY COMMUNITY FOUNDATION BARR 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE HILDRETH 2699450526 2011-11-14 1 VICKI L VANDENBERG CPA 2695674500 2010 2016-03-07 17:11:31Z BONNIE S HILDRETH 231 SOUTH BROADWAY HASTINGS MI 49058 3802642 0 X WWW.BARRYCF.ORG X 1995 MI THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE SEEKING TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS. 13 13 4 50 0 0 882136 920771 0 0 394009 470021 18440 22590 1294585 1413382 946565 732510 0 0 199997 204823 0 0 81320 112947 177305 1259509 1114638 35076 298744 16873496 19039577 435970 277693 16437526 18761884 THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE SEEKING TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS. 0 0 854796 732510 THE FOUNDATION'S EXEMPT PURPOSE IS ACHIEVED THROUGH IDENTIFYING & ADDRESSING CURRENT AND ANTICIPATED COMMUNITY NEEDS, PROVIDING SERVICES TO ASSIST DONORS IN FULFILLING THEIR PHILANTHROPIC INTERESTS, FOSTERING YOUTH DEVELOPMENT 854796 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MI X BONNIE HILDRETH 2699450526 231 SOUTH BROADWAY HASTINGS MI 49058 BONNIE HILDRETH 40.00 X X 69847 0 5080 JENNIFER RICHARDS 40.00 X X 48891 0 9730 DR KIM NORRIS 1.00 X 0 0 0 REX SCHAD 1.00 X 0 0 0 JIM TOBUREN 1.00 X X 0 0 0 DAVE HATFIELD 1.00 X 0 0 0 JENNIFER HAYWOOD 1.00 X X 0 0 0 KAREN HEATH 1.00 X X 0 0 0 CARL SCHOESSEL 1.00 X 0 0 0 BOB BYINGTON 1.00 X 0 0 0 DEB MCKEOWN 1.00 X X 0 0 0 ROBERT PERINO 1.00 X 0 0 0 SHAUNA SWANTECK 1.00 X 0 0 0 DAVID SOLMES 1.00 X 0 0 0 MELISSA WALLACE 1.00 X 0 0 0 118738 0 14810 0 0 0 0 0 8034 912737 5000 920771 276281 276281 2583000 2389260 193740 193740 193740 MISCELLANEOUS 900099 22590 22590 22590 1413382 0 0 492611 725024 725024 7486 7486 139912 67447 29237 43228 51743 22771 21331 7641 1467 630 615 222 650 130 455 65 11051 5149 2980 2922 13600 13600 10692 10692 8323 1107 1640 5576 11669 3225 6523 1921 24168 11359 6042 6767 8556 3612 4944 1401 1401 9 9 212 212 4877 4877 MISCELLANEOUS 77005 213 70935 5857 LEADERSHIP BARRY COUNTY 6325 4927 1024 374 TRAINING 6248 5328 920 COMPUTER EXPENSES 3337 3337 MEMBERSHIPS/SUBSCRIPTIO 883 883 1114638 854796 178522 81320 9301 22490 557783 292564 47028 56599 5644 4498 18725 16110 428 2615 14124203 16125623 2129109 2535188 16873496 19039577 1288 4487 245022 73300 189660 199906 435970 277693 X 16281319 18581062 90622 115237 65585 65585 16437526 18761884 16873496 19039577 X 298744 2025614 X X 0 1 1 X 0 X 2592809 4999442 782551 882136 920771 10177709 2592809 4999442 782551 882136 920771 10177709 5246445 4931264 343496 464151 430231 358622 276281 1872781 4558 24870 30484 18440 22590 100942 12151432 0.40580 0.35470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 99600 202250 1233156 1 1 14653665 1009999 2081829 895559 324955 16524979 13279269 780210 1775644 946565 234893 14653665 14756629 747001 -1345665 878696 13279269 0.99500 0.00400 0.00100 0 0 18725 16110 2615 2615 ALTERNATIVE INVESTMENTS 2535188 F 2535188 ANNUITY OBLIGATIONS 199906 199906 1413382 1114638 298744 1893597 132017 2025614 2324358 3267272 1893597 -39707 1853890 1413382 0 1413382 1114638 0 1114638 0 1114638 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FUNDS ARE INTENDED TO SUPPORT THE BARRY COMMUNITY FOUNDATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -49,278. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 9,571. PRIOR PERIOD ADJUSTMENT 171,724. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -49,278. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 9,571. 1 BARRY COUNTY ECONOMIC ALLIANCE 221 W STATE STREET HASTINGS MI 49058 380633630 501(C)(4) 53413 TO SUPPORT ECONOMIC DEVELOPMENT IN BARRY COUNTY BARRY COUNTY UNITED WAY 450 MEADOW RUN SUITE 300 HASTINGS MI 49058 386062803 501(C)(3) 150260 TO PAY FOR THE ADMINISTRATIVE COSTS OF THE BARRY COUNTY UNITED WAY CHILD ABUSE PREVENTION COUNCIL OF BARRY PO BOX 304 HASTINGS MI 49058 382311678 501(C)(3) 9534 ELKS GOLF OUTING BENEFICIARY GILMORE CAR MUSEUM 6865 HICKORY ROAD HICKORY CORNERS MI 49060 386154163 501(C)(3) 9557 STUDENT TRANSPORTATION TO THE GARAGE WORKS PROGRAM GREEN GABLES HAVEN PO BOX 388 HASTINGS MI 49058 383643202 501(C)(3) 65680 TO SUPPORT BARRY OCUNTY'S DOMESTIC VIOLENCE SHELTER HASTINGS BAND BOOSTERS 520 W SOUTH STREET HASTINGS MI 49428 386000437 501(C)(3) 44467 TO PAY FOR NEW BAND UNIFORMS HASTINGS EDUCATION ENRICHMENT FOUNDATION 525 W APPLE STREET HASTINGS MI 49058 382596449 501(C)(3) 21484 TO SUPPORT THE SCHOLARSHIP PROGRAM HASTINGS HIGH SCHOOL CHOIR BOOSTERS 520 W SOUTH STREET HASTINGS MI 49058 386000437 501(C)(3) 19000 TO SEND THE CHOIR TO SIGN IN CARNEGIE HALL IN NEW YORK CITY HASTINGS PUBLIC LIBRARY 227 E STATE STREET HASTINGS MI 49058 386004562 501(C)(4) 14217 TO SUPPORT THE ACTIVITIES OF THE HASTINGS PUBLIC LIBRARY MAPLE VALLEY HIGH SCHOOL 11090 NASHVILLE HWY VERMONTVILLE MI 49096 381709540 501(C)(4) 7267 TO HELP PAY FOR THE LIAISON POLICE OFFICER FOR THE SCHOOL AND THE APUSH CLASS TO BUY SUPPLIES THORNAPPLE ARTS COUNCIL OF BARRY COUNTY PO BOX 36 HASTINGS MI 49058 382744924 501(C)(3) 29103 TO SUPPORT THE SCHOLARSHIPS AND ART THORNAPPLE KELLOGG SCHOOL 10051 GREEN LAKE ROAD MIDDLEVILLE MI 49333 386000489 501(C)(4) 6000 TO PAY FOR ACTIVITIES WITHIN TK SCHOOLS YMCA CAMP MANITOU-LIN 1095 N BRIGGS ROAD MIDDLEVILLE MI 49333 381358058 501(C)(3) 7000 TO PAY FOR SPECIAL NEEDS KIDS TO GO TO THERAPEUTIC RIDING AT DAY CAMP YMCA OF BARRY COUNTY PO BOX 252 HASTINGS MI 49058 381358059 501(C)(3) 112906 TO CREATE AN ENDOWMENT FUND FOR YMCA CAMP ALGONQUIN AND TO SUPPORT THE ACTIVITIES OF THE YMCA 11 4 SCHOLARSHIPS 28 7486 0 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES SUBMIT A WRITTEN AND DETAILED REPORT TO BARRY COMMUNITY FOUNDATION, AS WELL AS A SIGNED CONTRACT, STATING THAT ALL GRANTS WILL BE REPAID TO THE FOUNDATION IF NOT USED FOR THE EXPLICIT PURPOSE APPROVED BY THE BOARD OF THE BARRY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER REVIEWS THE 990 PRIOR TO FILING ALONG WITH THE PRESIDENT/CEO. A COPY IS FILED IN THE OFFICE FOR PUBLIC INSPECTION WHICH IS NOTED ON OUR WEBSITE AND IN OUR MINUTES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST DISCLOSURE IS COMPLETED ANNUALLY BY ALL COMMITTEE MEMBERS, BOARD MEMBERS, AND STAFF. THE AUDIT COMMITTEE RECEIVES THE DISCLOSURES AND NOTES ANY CONFLICTS. THE COMMITTEE REMINDS ALL BOARD MEMBERS TO DISCLOSE ANY REPORTED CONFLICT OF INTEREST IF IT ARISES DURING ANY SESSION OF THE ORGANIZATION AND IS ADDRESSED AS IT ARISES. THE CHAIR OF THE BOARD ENFORCES THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE BOARD MEMBER IS REQUIRED TO ABSTAIN FROM VOTING AND, IF OTHERS ARE UNCOMFORTABLE FOR THE BOARD MEMBER TO BE PRESENT FOR RELATED DISCUSSIONS, THE BOARD MEMBER IS ASKED TO LEAVE THE ROOM. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FROM THE COUNCIL OF MICHIGAN FOUNDATIONS, MICHIGAN NONPROFIT ASSOCIATION, AND THE COUNCIL ON FOUNDATIONS IS PRESENTED TO THE PERSONNEL COMMITTEE REGARDING COMPENSATION AND RESPONSIBILITIES. THE BOARD APPROVES ALL SALARY RECOMMENDATIONS ALONG WITH THE BUDGET IN MAY/JUNE OF EACH YEAR. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2011. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH OUR ANNUAL REPORTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,893,597. CHANGE IN SPLIT INTEREST AGREEMENTS -49,278. CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUST 9,571. PRIOR PERIOD ADJUSTMENT 171,724. TOTAL TO FORM 990, PART XI, LINE 5: 2,025,614. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR.