2025-02-24T13:13:27-05:00 2024-09-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-10-01 364465219 THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY COMM 8153384483 33 E WOODSTOCK ST CRYSTAL LAKE IL 60014 CHARLES YAGER CHAIR 8153384483 2025-02-12 true false PATRICK W BURKEY P00444925 7652847554 2025-02-12 2023 2025-03-06 01:10:19Z CHARLES YAGER 1079 N SHORE DRIVE CRYSTAL LAKE IL 60014 7451631 false X WWW.THECFMC.ORG X 2001 PROVIDES GRANT SUPPORT TO TAX EXEMPT CHARITABLE ORGANIZATIONS. 11 11 7 60 0 370699 712645 447311 518924 1202789 2423263 4175 0 2024974 3654832 1244754 1426713 0 381652 416008 0 153946 750147 809774 2376553 2652495 -351579 1002337 42978544 51065517 993000 1170916 41985544 49894601 PHILANTHROPICALLY ADDRESSING THE NEEDS OF MCHENRY COUNTY BY PROVIDING LEADERSHIP, GRANTING RESOURCES, STEWARDING ASSETS AND FOSTERING AWARENESS. false false 2147897 1426713 518924 THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY IS A PHILANTHROPIC GRANTMAKING INSTITUTION. 2147897 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 6 0 true 7 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false IL X CARRIE HOLTZ 8153384483 33 E WOODSTOCK ST CRYSTAL LAKE IL 60014 CHARLES YAGER CHAIR 1.00 X X 0 0 0 DR ROCIO DEL CASTILLO VICE CHAIR 1.00 X X 0 0 0 SHELLY SPATA TREASURER 1.00 X X 0 0 0 KATE WADE SECRETARY 1.00 X X 0 0 0 STACY MASON DIRECTOR 1.00 X 0 0 0 MARK DAVIDS DIRECTOR 1.00 X 0 0 0 KELLI WEGENER DIRECTOR 1.00 X 0 0 0 MIKE BIVER DIRECTOR 1.00 X 0 0 0 JEFF DEHAAN DIRECTOR 1.00 X 0 0 0 MATT PERLEY DIRECTOR 1.00 X 0 0 0 MAGGIE RIVERA DIRECTOR 1.00 X 0 0 0 AMY HERNON EXECUTIVE DI 40.00 X 64358 0 0 64358 false false false 712645 222875 712645 ADMINISTRATIVE FEES 518924 518924 518924 1289908 1289908 4930154 3796799 1133355 1133355 1133355 3654832 1652279 1289908 1371213 1371213 55500 55500 95419 23903 49112 22404 267565 67014 137720 62831 24394 6110 12556 5728 28630 7171 14736 6723 518924 518924 26400 26400 39295 39295 5826 3750 2076 3840 3840 8108 1679 3399 3030 18076 8508 6331 3237 11812 1109 9492 1211 46658 24430 14497 7731 16677 8732 5182 2763 REPAIRS AND MAINTENANCE 80640 42223 25055 13362 EVENT SPONSORSHIPS 12550 12550 SPECIAL EVENTS 8185 8185 PROGRAM EXPENSES 7257 7257 5526 374 4801 351 2652495 2147897 350652 153946 62913 93545 1109895 1745728 11682 8572 1411663 190672 1267649 1220991 39367171 46475065 119310 83299 1039924 1438317 42978544 51065517 3792 6482 16500 11000 972708 1153434 993000 1170916 X 9226988 10867154 32758556 39027447 41985544 49894601 42978544 51065517 X 1002337 6934055 -27335 X false true X true false X 5102738 1398730 865509 370700 712645 8450322 5102738 1398730 865509 370700 712645 8450322 4387375 4062947 718711 721520 903284 1187581 1289908 4821004 91628 22174 4175 117977 13389303 1836440 0.30340 0.28110 X TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 30.34%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLY AT 30.34%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. THE DONOR MENTIONED ABOVE PASSED AWAY IN JANUARY 2024. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR CFMC TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY. PART II, LINE 10 117,977 PART II, LINE 17A TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 30.34%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLY AT 30.34%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. THE DONOR MENTIONED ABOVE PASSED AWAY IN JANUARY 2024. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR CFMC TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY. PART II, LINE 17B TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 28.11%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLY AT 28.11%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS NEWLY EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. WHILE THE DONOR MENTIONED ABOVE HAS BEEN EXTREMELY GENEROUS TO THE FOUNDATION, HE DOES NOT EXERT ANY CONTROL, AS HE IS NOT ON THE BOARD, NOR DOES HE HAVE ANY FAMILY MEMBER ON THE BOARD. IT SHOULD ALSO BE NOTED THAT THIS DONOR PASSED AWAY IN JANUARY 2024. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR CFMC TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 374384 149815 2874732 true true 34370949 284708 7779747 1061855 506954 40866595 31895080 129852 3716327 933087 437223 34370949 38607677 132506 -5713178 847624 284301 31895080 26080096 5368197 8257808 917990 180434 38607677 24243821 155527 2556518 675711 200059 26080096 0.14390 0.85610 false false 1294740 132412 1162328 116923 58260 58663 1220991 FUNDS HELD FOR OTHERS 1153434 1153434 X 10470650 6934055 153391 7087446 3383204 39295 232333 271628 3654832 2561593 2561593 39295 51607 90902 2652495 SCHEDULE D, PAGE 2, PART V, LINE 4 TO PROVIDE RESOURCES TO ACHIEVE THE MISSION AND GOALS OF THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY. SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF ILLINOIS. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF TERM TRUST 153,391 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY REVENUE 232,333 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 51,607 true BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION 55 W WACKER DR STE 1100 CHICAGO IL 606011653 363874655 501C3 7500 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF MCHENRY COUNTY 630 N ILLINOIS RT 31 STE 100 CRYSTAL LAKE IL 60012 362819200 501C3 8105 GENERAL SUPPORT CASA OF MCHENRY COUNTY 630 N IL ROUTE 31 STE 101 CRYSTAL LAKE IL 60012 201387762 501C3 22500 GENERAL SUPPORT CHILD ADVOCACY CENTER OF MCHENRY COUNTY 1 S VIRGINIA ST CRYSTAL LAKE IL 60014 364263331 501C3 20000 GENERAL SUPPORT CITY OF WOODSTOCK 121 W CALHOUN ST WOODSTOCK IL 60098 366006165 GOV 7000 SPLASH PAD CONSUMER CREDIT COUNSELING SERVICE OF NORTHERN ILLINIOS 13707 W JACKSON ST STE B WOODSTOCK IL 60098 363185383 501C3 20000 GENERAL SUPPORT ELDERWERKS EDUCATION SERVICES 251 E NORTHWEST HIGHWAY PALATINE IL 60067 460916476 501C3 20000 EDUCATIONAL SERVICES ENCORE MUSIC ACADEMY 800 MCHENRY AVE STE G CRYSTAL LAKE IL 60014 203174820 501C3 19000 GENERAL SUPPORT ENVIRONMENTAL DEFENDERS OF MCHENRY COUNTY 110 S JOHNSON ST STE 106 WOODSTOCK IL 60098 237176658 501C3 28000 GENERAL SUPPORT FAMILY HEALTH PARNERSHIP CLINIC 401 EAST CONGRESS PARKWAY CRYSTAL LAKE IL 60014 364277029 501C3 163682 GENERAL SUPPORT FIRST CONGREGATIONAL CHURCH 461 PIERSON ST CRYSTAL LAKE IL 60014 362256025 10000 GENERAL SUPPORT GREATER FAMILY HEALTH 370 SUMMIT ST STE 1A ELGIN IL 60120 364249586 501C3 10000 GENERAL SUPPORT HOME OF THE SPARROW INC 4209 W SHAMROCK LANE UNIT B MCHENRY IL 60050 363494491 501C3 97000 GENERAL SUPPORT INDEPENDENCE HEALTH & THERAPY 2028 NORTH SEMINARY AVE WOODSTOCK IL 600982626 363152022 501C3 26450 PROGRAM SUPPORT MAIN STAY THERAPEUTIC FARM 6919 KEYSTONE RD RICHMOND IL 60071 363565747 501C3 20000 GENERAL SUPPORT MARENGO PARK DISTRICT 825 INDIAN OAKS TRAIL MARENGO IL 60152 362777005 GOV 10000 GENERAL SUPPORT MCHENRY COUNTY ADULT PROGRAM PO BOX 1823 WOODSTOCK IL 60098 364479427 501C3 20000 GENERAL SUPPORT MCHENRY COUNTY CONSERVATION FOUNDATION 7210 KEYSTONE RD RICHMOND IL 60071 364340160 501C3 20500 GENERAL SUPPORT MCHENRY COUNTY HISTORICAL SOCIETY 6422 MAIN ST UNION IL 60180 366124793 501C3 18000 GENERAL SUPPORT NAMI OF MCHENRY COUNTY 620 DAKOTA ST CRYSTAL LAKE IL 600123732 363594174 501C3 100168 GENERAL SUPPORT NEW DIRECTIONS ADDICTION RECOVERY SERVICES 14411 KISHWAUKEE VALLEY RD WOODSTOCK IL 60098 274469700 501C3 40000 GENERAL SUPPORT NISRA FOUNDATION 285 MEMORIAL DR CRYSTAL LAKE IL 600146255 363762414 501C3 20000 GENERAL SUPPORT NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501C3 16000 GENERAL SUPPORT OPTIONS & ADVOCACY FOR MCHENRY COUNTY 365 MILLENNIUM DR CRYSTAL LAKE IL 60012 363648706 501C3 20787 GENERAL SUPPORT PIONEER CENTER FOR HUMAN SERVICES 4031 DAYTON STREET MCHENRY IL 60050 362480845 501C3 16300 GENERAL SUPPORT RAUE CENTER FOR THE ARTS 104 MINNIE ST CRYSTAL LAKE IL 60014 364147140 501C3 20000 GENERAL SUPPORT REFUGE FOR WOMEN 620 DAKOTA ST CRYSTAL LAKE IL 60012 264388243 501C3 18000 GENERAL SUPPORT RICHMOND TOWNSHIP SENIOR TRANSPORTATION 7812 S ROUTE 31 RICHMAND IL 60071 366006422 GOV 20000 GENERAL SUPPORT SENIOR CARE VOLUNTEER NETWORK 42 EAST STREET STE C CRYSTAL LAKE IL 60014 311712933 501C3 15716 GENERAL SUPPORT SENIOR SERVICES ASSOCIATES INC 101 S GROVE AVE ELGIN IL 60120 362775102 501C3 20000 GENERAL SUPPORT THE AARRK GARDENS 11505 PRICE RD HEBRON IL 60034 465389687 501C3 20000 GENERAL SUPPORT THE BREAK 6292 NORTHWEST HIGHWAY CRYSTAL LAKE IL 60014 461898985 501C3 96000 GENERAL SUPPORT THE LAND CONSERVANCY OF MCHENRY COUNTY PO BOX 352 WOODSTOCK IL 600980352 363727476 38100 GENERAL SUPPORT THE ROSECRANCE FOUNDATION 1021 N MULFORD RD ROCKFORD IL 61107 364167891 501C3 15000 GENERAL SUPPORT TURNING POINT PO BOX 723 WOODSTOCK IL 60098 363163296 501C3 20250 GENERAL SUPPORT VILLAGE OF CARY 755 GEORGETOWN DR CARY IL 60013 GOV 100000 GENERAL SUPPORT WOODSTOCK FINE ARTS ASSOCIATION PO BOX 225 WOODSTOCK IL 60098 362519954 501C3 7000 GENERAL SUPPORT YOUTH AND FAMILY CENTER OF MCHENRY COUNTY 3430 W ELM ST MCHENRY IL 60050 270627562 501C3 30000 GENERAL SUPPORT 22ND JUDICIAL CIRCUIT - OFFICE OF SPECIAL PROJECTS 2200 N SEMINARY AVE ROOM 115 WOODSTOCK IL 60098 366006623 GOV 77000 GENERAL SUPPORT GIRL SCOUTS OF NORTHERN ILLINOIS 353 S RANDALL ROAD SOUTH ELGIN IL 601772248 362358083 501C3 10000 GENERAL SUPPORT HABITAT FOR HUMANITY OF NORTHERN FOX VALLEY 56 S GROVE AVENUE ELGIN IL 60120 363742888 501C3 10000 GENERAL SUPPORT ST VINCENT DE PAUL SOCIETY - WOODSTOCK 312 LINCOLN AVENUE WOODSTOCK IL 60098 061640220 501C3 7000 GENERAL SUPPORT THE FIRST UNITED METHODIST CHURCH OF CRYSTAL LAKE 236 W CRYSTAL LAKE AVE CRYSTAL LAKE IL 60014 362681127 10000 GENERAL SUPPORT WARP CORPS L3C 114 N BENTON ST WOODSTOCK IL 60098 824022181 501C3 5400 GENERAL SUPPORT WOODSTOCK AREA COMMUNITY MINISTRIES 8220 IL RTE 120 WOODSTOCK IL 60098 300380936 501C3 7000 GENERAL SUPPORT WOODSTOCK CHRISTMAS CLEARING HOUSE PO BOX 670 WOODSTOCK IL 600980670 362897355 501C3 14474 CHARTIABLE GIVING WOODSTOCK ROTARY FOUNDATION PO BOX 53 WOODSTOCK IL 60098 263386309 501C3 12882 CHARITABLE GIVING 44 3 SCHOLARSHIPS 33 55500 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION PERFORMS DUE DILIGENCE TO ENSURE THE GRANTS WILL BE USED FOR CHARITABLE PURPOSES. A GRANT AGREEMENT IS ISSUED WITH EACH GRANT TO OUTLINE THE TERMS OF THE GRANT. BY SIGNING THE AGREEMENT, THE GRANTEE AGREES TO FURNISH THE ORGANIZATION WITH REPORTS REGARDING THE GRANT ACTIVITY. THE GRANTEE AGREES TO USE THE FUNDS SOLELY FOR THE PURPOSES STATED IN THE GRANT PROPOSAL, TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSE OF THE GRANT, AND TO MAINTAIN BOOKS AND FINANCIAL RECORDS ADEQUATE TO VERIFY ACTIONS RELATED TO THIS GRANT. X 5 222875 AVG HIGH/LOW DATE OF GIFT false true false FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE AND STAFF REVIEW THE RETURN. IT IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C ALL NEW EMPLOYEES, BOARD MEMBERS, AND VOLUNTEERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY IMMEDIATELY AFTER INCEPTION OF THE RELATIONSHIP. EACH YEAR ALL BOARD MEMBERS AND VOLUNTEERS ARE REQUIRED TO FILE A NEW POLICY STATEMENT. POTENTIAL CONFLICTS, IF ANY, ARE NOTED IN THE MINUTES OF THE BOARD MEETING. BOARD MEMBERS ABSTAIN FROM VOTING WHEN THERE IS A POSSIBILITY OF A CONFLICT. CONTINUAL MONITORING OF THE BUSINESS OF THE FOUNDATION AND ITS RELATIONSHIPS KEEPS THE CONFLICT OF INTEREST POLICY ACTIVE AND ENFORCEABLE. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE STAFF (EXECUTIVE DIRECTOR) BASED ON PERFORMANCE EVALUATION IN CONNECTION WITH ESTABLISHED GOALS AND OBJECTIVES, AND DETERMINES COMPENSATION REASONABLENESS, THEREOF, BY REVIEWING DATA OF SIMILAR ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE COMMUNITY FOUNDATION'S WEBSITE STATES THAT THE FORM 990 AND MOST RECENT AUDIT ARE AVAILABLE FOR REVIEW UPON REQUEST. IN ADDITION, REQUESTS FOR THE 990, AUDIT REPORT, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST STATEMENTS CAN BE MADE VIA EMAIL OR PHONE CALL. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF TERM TRUST 153,391 AGENCY REVENUE -232,333 AGENCY EXPENSES 51,607 TOTAL -27,335