2011-02-14T14:24:50-06:00 2010-06-30 Hill Barth & King LLC 1000 SE Monterey Commons Blvd Ste 1 Stuart FL 349963327 990 2009-07-01 650024030 MARTIN COUNTY COMMUNITY FOUNDATION INC CO BRIDGET BARATTA MART 7722883795 33 FLAGLER AVENUE STUART FL 34994 WILLIAM C FOWLER 7722833838 2011-02-14 1 John J Fedorek 7722874480 2011-02-14 2009 2016-02-24 21:20:13Z WILLIAM C FOWLER 851 SE MONTEREY COMMONS BLVD STUART FL 34996 4280086 0 X N/A 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 OUR 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 319289 410360 0 65988 -361936 -340232 808508 45045 856932 509530 482314 0 0 0 36421 153167 143958 662697 626272 -617652 230660 2805793 3036453 0 2805793 3036453 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 218907 204888 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. 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. 69665 55635 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. 235820 221791 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. 524392 1 1 0 0 1 0 0 0 1 1 0 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 1 5 0 0 0 0 0 0 0 0 0 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X WILLIAM FOWLER 7722833838 851 SE MONTEREY COMMONS BLVD STUART FL 34996 X WILLIAM C FOWLER 5.00 X X 0 0 0 T MICHAEL CROOK 2.00 X X 0 0 0 THOMAS E WEBBER 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 0 0 0 0 0 0 0 0 410360 410360 56273 56273 3004945 3423154 -418209 -418209 -418209 UNREALIZED GAINS 900099 801258 801258 CFWP ENROLLMENT FEES 900099 7250 7250 808508 856932 390299 0 56273 221791 221791 260523 260523 261 261 10385 10385 5227 2227 3000 6000 2000 4000 3785 1893 946 946 746 746 352 352 CONSULTING FEES 70950 35475 35475 PROGRAM SERVICES 13963 13963 BOOKKEEPING FEES 11767 5884 5883 GIVING DAY EXPENSES 7627 7627 CENTER FOR WOMENS PHILA 5440 5440 7455 2298 5157 626272 524392 65459 36421 513207 314234 2292586 2722219 2805793 3036453 0 0 X 705543 729835 707647 914015 1392603 1392603 2805793 3036453 2805793 3036453 X 0 0 0 X 940623 122864 332180 319289 410360 2125316 940623 122864 332180 319289 410360 2125316 2125316 39344 52093 102940 65988 56273 316638 2441954 0.87030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 0 45810 474027 1 1 2100250 147917 320314 205927 0 55936 2306618 3036070 116033 -726027 268064 0 57762 2100250 0.01080 0.60380 0.38540 0 0 0 MUTUAL EQUITY FUNDS 2722219 C 2722219 Part V, Line 4: Description of Intended Use of Endowment Funds: 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 CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(C)(3) 15781 OPERATING AND PROGRAM SUPPORT HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 24110 OPERATING AND PROGRAM SUPPORT LIBRARY FOUNDATION OF MARTIN COUNTY 2351 SE MONTEREY ROAD STUART FL 34996 650315112 501(C)(3) 15760 OPERATING AND PROGRAM SUPPORT HUMANE SOCIETY OF THE TREASURE COAST INC 4100 SW LEIGHTON FARM AVENUE PALM CITY FL 34990 590774235 501(C)(3) 18780 OPERATING AND PROGRAM SUPPORT HOBE SOUND ANIMAL PROTECTION LEAGUE 6452 MARKET ROAD PALM CITY FL 34990 651015367 501(C)(3) 10995 OPERATING AND PROGRAM SUPPORT PREGNANCY CARE CENTER 761 NW FEDERAL HWY STUART FL 34994 650468255 501(C)(3) 10325 OPERATING AND PROGRAM SUPPORT BOYS AND GIRLS CLUB OF MARTIN COUNTY PO BOX 910 HOBE SOUND FL 33475 650253002 501(C)(3) 9740 OPERATING AND PROGRAM SUPPORT TREASURE COAST HOSPICE 1201 SE INDIAN STREET STUART FL 34997 592199023 501(C)(3) 9563 OPERATING AND PROGRAM SUPPORT COUNCIL ON AGING OF MARTIN COUNTY 1071 EAST 10TH STREET STUART FL 34996 521007762 501(C)(3) 8520 OPERATING AND PROGRAM SUPPORT ARTS COUNCIL INC 80 E OCEAN BLVD STUART FL 34994 592015691 501(C)(3) 23330 OPERATING AND PROGRAM SUPPORT CARE NET PREGNANCY SERVICES OF THE TREASURE COAST 8432 S FEDERAL HIGHWAY LAKES PLAZA PORT ST LUCIE FL 34952 650156575 501(C)(3) 7405 OPERATING AND PROGRAM SUPPORT HIBISCUS CHILDREN'S CENTER 2400 NE DIXIE HIGHWAY JENSON BEACH FL 34957 650411920 501(C)(3) 7350 OPERATING AND PROGRAM SUPPORT ENVIRONMENTAL STUDIES COUNCIL 2900 NE INDIAN RIVER DRIVE JENSON BEACH FL 34957 592209059 501(C)(3) 5525 OPERATING AND PROGRAM SUPPORT UNITED WAY OF MARTIN COUNTY PO BOX 362 STUART FL 34995 203521388 501(C)(3) 5085 OPERATING AND PROGRAM SUPPORT MARTIN COUNTY HEALTHY START COALITION INC 2026 E OCEAN BLVD STUART FL 34996 650359999 501(C)(3) 6975 OPERATING AND PROGRAM SUPPORT CHILDREN'S MUSEUM OF THE TREASURE COAST INC PO BOX 2147 STUART FL 34995 651091607 501(C)(3) 5000 OPERATING AND PROGRAM SUPPORT 81 SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 26 44750 PALM CITY ADOPT A CLASS - ASSISTANCE TO TEACHERS FOR SCHOOL AND TEACHING SUPPLIES 285 55635 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. 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.