2026-02-23T14:49:20-06:00 2025-06-30 383635706 REHMANN ROBSON LLC 5070 HIGHWAY A1A STE 250 VERO BEACH FL 32963 990 2024-07-01 650024030 THE COMMUNITY FOUNDATION - MARTIN / ST LUCIE INC COMM 7722883795 851 SE MONTEREY COMMONS BLVD STUART FL 34994 ELLYN STEVENSON CHAIR 7722883795 2026-02-19 1 0 DEBORAH A CRUM CPA P00282890 7722348484 2026-02-19 2024 2025-03-06 01:10:19Z ELLYN STEVENSON 851 SE MONTEREY COMMONS BLVD STUART FL 34994 10517016 0 X WWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG X 1988 FL THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES. 12 12 4 16 0 0 18059120 7139213 0 0 2226414 2521543 630271 856260 20915805 10517016 4761226 6297341 0 0 500124 540621 0 0 74031 1338184 1722853 6599534 8560815 14316271 1956201 58468562 63593879 1358256 1214169 57110306 62379710 X THE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. 0 0 7848544 6297341 SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. 7848544 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X ELIZABETH BARBELLA 7722883795 851 SE MONTEREY COMMONS BLVD STUART FL 34994 JOHN DOODY DIRECTOR 5.00 X 0 0 0 KENNETH A NORMAN DIRECTOR 5.00 X 0 0 0 ELLYN STEVENSON CHAIR 5.00 X X 0 0 0 THEORA G WEBB VICE CHAIR 5.00 X X 0 0 0 NANCY CROWDER-MCCOY TREASURER 5.00 X X 0 0 0 BRIAN E FOSS SECRETARY 5.00 X X 0 0 0 KELLY BUIST VICE CHAIR 5.00 X X 0 0 0 LINDA HOUSTON DIRECTOR 5.00 X 0 0 0 MICHAEL A KELLY DIRECTOR 5.00 X 0 0 0 TOM LYTLE DIRECTOR 5.00 X 0 0 0 GYTHA VON ALDENBRUCK DIRECTOR 5.00 X 0 0 0 JOHN E TRANTER DIRECTOR 5.00 X 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 40.00 X 243072 0 27765 243072 0 27765 1 0 1 0 SPOT ON STRATEGIES LLC 3901 NE SUGARHILL AVENUE JENSEN BEACH FL 34957 STRATEGIC PLANNING FOR GRANTEES 232500 1 7139213 3405020 7139213 2028162 2028162 493381 0 493381 493381 493381 PHILANTHROPIC ADVISORY FEES 541610 691374 691374 OTHER INCOME 900099 164886 164886 856260 10517016 856260 0 2521543 5986417 5986417 310924 310924 235000 164500 58750 11750 213101 149171 53275 10655 21061 14743 5265 1053 38237 26766 9559 1912 33222 23255 8306 1661 682708 512031 136542 34135 94337 66036 23584 4717 307768 307768 60839 54755 3042 3042 32768 22938 8192 1638 11733 8214 2932 587 51816 36271 12954 2591 12529 9397 3132 2624 2624 4363 873 3490 PROGRAM SUPPORT 441935 441935 DUES & SUBSCRIPTIONS 11338 11338 PROFESSIONAL DEVELOPMEN 5796 4057 1449 290 MISCELLANEOUS EXPENSES 2299 2299 8560815 7848544 638240 74031 18328 21451 1411359 974577 10392 14255 21413 18679 3203 2734 56805285 62400821 219995 180041 58468562 63593879 15182 47306 80755 279312 1262319 887551 1358256 1214169 X 49630978 54459197 7479328 7920513 57110306 62379710 58468562 63593879 1956201 3313203 0 X 0 1 X 1 0 X 7716714 5240393 13573835 18059120 7139213 51729275 7716714 5240393 13573835 18059120 7139213 51729275 21744860 29984415 404578 435860 836993 1692685 2028162 5398278 57127553 0.52490 0.52230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75 125 4196538 4966941 4857054 1440287 33371552 29701530 1 1 13793323 1476042 492346 310753 14466266 13023179 27180 1519135 474623 301548 13793323 12396287 1241180 392079 222209 13023179 15112170 -1660018 800756 255109 12396287 12902825 37000 3060492 636099 252048 15112170 0.81440 0.06420 0.12140 0 0 8914 8395 519 12499 10284 2215 2734 FUNDS HELD FOR AGENCIES 693372 OPERATING LEASE OBLIGATION 194179 887551 X 13522451 3313203 3313203 10209248 307768 307768 10517016 8253047 0 8253047 307768 307768 8560815 PART V, LINE 4: THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FOUNDATION'S INCOME TAX FILING POSITIONS FOR FISCAL 2022 THROUGH 2025, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2025. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2025 OR 2024, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 AE BACKUS MUSEUM & GALLERY 500 N INDIAN RIVER DRIVE FORT PIERCE FL 34950 593075234 501(C)(3) 17500 0 TO SUPPORT GENERAL OPERATING EXPENSES ABILITY TREE INC PO BOX 14928 SPRINGFIELD MO 65814 273020956 501(C)(3) 6000 0 TO SUPPORT GENERAL OPERATING EXPENSES ADULT AND PEDIATRIC INSTITUTE FOUNDATION INC 1002 SE MONTEREY COMMONS BLVD SUITE 203 STUART FL 34996 992058947 501(C)(3) 28750 0 TO SUPPORT GENERAL OPERATING EXPENSES ALLEGANY COLLEGE OF MARYLAND 12401 WILLOWBROOK ROAD CUMBERLAND MD 21502 521308479 501(C)(3) 25161 0 TO SUPPORT GENERAL OPERATING EXPENSES AMAZON CONSERVATION TEAM 101 PARK WASHINGTON COURT FALLS CHURCH VA 22046 541915987 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES AMERICAN CANCER SOCIETY - FLORIDA PO BOX 17127 TAMPA FL 33682 131788491 501(C)(3) 7006 0 TO SUPPORT GENERAL OPERATING EXPENSES AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 530196605 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES ANIMAL SHELTER OF SCHOHARIE VALLEY 304 HOWES CAVE ROAD HOWES CAVE NY 12092 141627444 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES ARC OF THE TREASURE COAST 2001 SOUTH KANNER HWY STUART FL 34994 596153484 501(C)(3) 343000 0 TO SUPPORT GENERAL OPERATING EXPENSES; CAPITAL CAMPAIGN FOR THERAPEUTIC INTERVENTION CENTER ARTS FOUNDATION FOR MARTIN COUNTY INC 80 SE OCEAN BLVD STUART FL 34994 650819846 501(C)(3) 43165 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ARTS PROGRAMMING AND ACTIVITIES BANNER LAKE CLUB INC 12212 SE LANTANA AVENUE PO BOX 1875 HOBE SOUND FL 33475 591093236 501(C)(3) 19220 0 TO SUPPORT GENERAL OPERATING EXPENSES BETTER TOGETHER STRENGTHENING FAMILIES INC 15275 COLLIER BLVD STE 201-284 NAPLES FL 34119 475591391 501(C)(3) 99000 0 TO SUPPORT GENERAL OPERATING EXPENSES BIG DOG RANCH RESCUE INC 14444 OKEECHOBEE RD LOXAHATCHEE FL 33470 263184971 501(C)(3) 11000 0 TO SUPPORT GENERAL OPERATING EXPENSES BOYS & GIRLS CLUBS OF MARTIN COUNTY PO BOX 910 HOBE SOUND FL 33475 650253002 501(C)(3) 103000 0 TO SUPPORT GENERAL OPERATING EXPENSES BOYS & GIRLS CLUBS OF ST LUCIE COUNTY 3104 AVENUE J FORT PIERCE FL 34947 650505369 501(C)(3) 500500 0 TO SUPPORT GENERAL OPERATING EXPENSES; RENOVATION OF YOUTH CLUB CARE PO BOX 1870 MERRIFIELD VA 22116 131685039 501(C)(3) 82000 0 TO SUPPORT GENERAL OPERATING EXPENSES CANINES WITH A CAUSE 4050 S 2700 EAST SALT LAKE CITY UT 84124 274402344 501(C)(3) 7500 0 TO SUPPORT GENERAL OPERATING EXPENSES CARIBBEAN AMERICAN CULTURAL GROUP INC 10012-14 S FEDERAL HIGHWAY PORT ST LUCIE FL 34952 650411523 501(C)(3) 8737 0 TO SUPPORT GENERAL OPERATING EXPENSES CATCH THE WAVE OF HOPE PO BOX 1409 PALM CITY FL 34991 821506411 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATING EXPENSES CENTENARY UNITED METHODIST CHURCH 14501 BEDFORD ROAD NE CUMBERLAND MD 21502 311813333 501(C)(3) 14758 0 TO SUPPORT GENERAL OPERATING EXPENSES CHILDREN'S EMERGENCY RESOURCES INC PO BOX 2623 STUART FL 349952623 593154837 501(C)(3) 11338 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT CHILDREN'S ACCESS TO MEDICAL SERVICES CHILDREN'S GOLF FOUNDATION INC 7301 N HAVERHILL ROAD RIVIERA BEACH FL 33407 650262208 501(C)(3) 153926 0 TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT EXPANSION OF MARKETING ACTIVITIES AND STAFF CHRISTIAN BROTHERS COLLEGE HIGH SCHOOL ALUMNI ASSOCIATION 1850 DE LA SALLE DR ST LOUIS MO 63141 320371856 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES CLEVELAND CLINIC MARTIN HEALTH FOUNDATION INC PO BOX 9010 STUART FL 34995 340714585 501(C)(3) 91439 0 TO SUPPORT GENERAL OPERATING EXPENSES COME TO BELIEVE NETWORK PO BOX 786 NEW YORK NY 10150 831551889 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES COUNCIL ON AGING OF MARTIN COUNTY INC 900 SE SALERNO ROAD STUART FL 34997 521007762 501(C)(3) 85370 0 TO SUPPORT GENERAL OPERATING EXPENSES DANA-FARVER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 042263040 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES DES MOINES SCHOOL DISTRICT 2100 FLEUR DRIVE DES MOINES IA 50321 426001433 501(C)(3) 9844 0 TO SUPPORT GENERAL OPERATING EXPENSES END IT CORPORATION 804 S 6TH STREET FORT PIERCE FL 34950 272859310 501(C)(3) 29500 0 TO SUPPORT GENERAL OPERATING EXPENSES ELEV8HOPE 1399 SE LEGACY COVE CIRCLE STUART FL 34997 900806545 501(C)(3) 8000 0 TO SUPPORT GENERAL OPERATING EXPENSES FAMILY CHURCH 115 NE SOLIDA DR PORT ST LUCIE FL 34983 590725538 501(C)(3) 18000 0 TO SUPPORT GENERAL OPERATING EXPENSES FAMILY PROMISE OF MARTIN COUNTY PO BOX 1919 STUART FL 34995 823848930 501(C)(3) 23000 0 TO SUPPORT GENERAL OPERATING EXPENSES FILLING MEMORIAL HOME OF MERCY INC N160 STATE ROUTE 108 NAPOLEON OH 43545 344481347 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATING EXPENSES FIRST TEE OF NEW HAMPSHIRE INC (THE) 22 NORTH ROAD NORTH HAMPTON NH 03862 010749557 501(C)(3) 110000 0 TO SUPPORT GENERAL OPERATING EXPENSES; CAPITAL CAMPAIGN FOR PROGRAM SERVICES AND FACILITIES FLORIDA OCEANOGRAPHIC SOCIETY 890 NE OCEAN BLVD STUART FL 34996 591114306 501(C)(3) 48750 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ENVIRONMENTAL EDUCATION FORT PIERCE PAWS FOR PROGRESS INC 903 JACKSON WAY NORTH HUTCHESON ISLAND FL 34949 993075145 501(C)(3) 6400 0 TO SUPPORT GENERAL OPERATING EXPENSES FRED HUTCHINSON CANCER CENTER (FRED HUTCH - OBLITERIDE) 1100 FAIRVIEW AVE N MAIL STOP J5-200 SEATTLE WA 98109 911935159 501(C)(3) 5500 0 TO SUPPORT GENERAL OPERATING EXPENSES FRIENDS OF BEECH OUTREACH INC 5505 HESTER COURT PINEY FLATS TN 37686 470999634 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES FRIENDS OF THE LYRIC INC 59 SW FLAGLER AVENUE STUART FL 34994 650016846 501(C)(3) 132000 0 TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT HISTORICAL THEATRE BUILDING REPAIRS GEOFFREY C SMITH GALLERIES INC 47 SW OSCEOLA STREET STUART FL 349942165 650788016 501(C)(3) 60000 0 TO SUPPORT GENERAL OPERATING EXPENSES GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVENUE VERO BEACH FL 32967 431950911 501(C)(3) 6250 0 TO SUPPORT GENERAL OPERATING EXPENSES GRACEWAY VILLAGE 1780 HARTMAN RD FORT PIERCE FL 34947 270890615 501(C)(3) 49029 0 TO SUPPORT GENERAL OPERATING EXPENSES GUARDIANS FOR NEW FUTURES 8561 COMMERCE CENTRE DR PORT ST LUCIE FL 34986 650117004 501(C)(3) 7000 0 TO SUPPORT GENERAL OPERATING EXPENSES HABITAT FOR HUMANITY OF MARTIN COUNTY INC 2090 NW FEDERAL HWY STUART FL 34994 592816698 501(C)(3) 113981 0 TO SUPPORT GENERAL OPERATING EXPENSES HANDS OF ST LUCIE COUNTY 3855 S US HIGHWAY 1 SUITE B FORT PIERCE FL 34982 263945016 501(C)(3) 40500 0 TO SUPPORT GENERAL OPERATING EXPENSES HEALTHY START COALITION OF ST LUCIE COUNTY INC 117 ATLANTIC AVENUE FORT PIERCE FL 34950 650466549 501(C)(3) 8500 0 TO SUPPORT GENERAL OPERATING EXPENSES HEATHCOTE BOTANICAL GARDENS INC 210 SAVANNAH ROAD FORT PIERCE FL 34982 592567218 501(C)(3) 12000 0 TO SUPPORT GENERAL OPERATING EXPENSES HELPING PEOPLE SUCCEED INC 1601 NE BRAILLE PLACE JENSEN BEACH FL 34957 591051699 501(C)(3) 48000 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT DIRECT CLIENT ASSISTANCE HIBISCUS CHILDREN'S CENTER FOUNDATION INC PO BOX 1406 JENSEN BEACH FL 34958 650411920 501(C)(3) 109900 0 TO SUPPORT GENERAL OPERATING EXPENSES HISTORICAL SOCIETY OF MARTIN COUNTY INC DBA ELLIOTT MUSEUM 825 NE OCEAN BLVD STUART FL 34996 590913326 501(C)(3) 87230 0 TO SUPPORT GENERAL OPERATING EXPENSES HOPE CENTER FOR AUTISM 2580 SE WILLOUGHBY BLVD STUART FL 34994 800099451 501(C)(3) 18145 0 TO SUPPORT WORKFORCE PROGRAMMING FOR YOUNG ADULTS WITH AUTISM HOPE RURAL SCHOOL 15929 SW 150TH STREET INDIANTOWN FL 34956 592001615 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATING EXPENSES HOUSE OF HOPE INC 2484 SE BONITA STREET STUART FL 34997 592422998 501(C)(3) 606165 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT FOOD PROCUREMENT AND DISTRIBUTION EXPENSES; DISASTER RELIEF PREPAREDNESS KITS FOR HOMELESS AND AT RISK RESIDENTS; HURRICANE MILTON DISASTER HOME RESTORATION HUMANE SOCIETY OF THE TREASURE COAST INC 4100 SW LEIGHTON FARM AVENUE PALM CITY FL 34990 590774235 501(C)(3) 29469 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT SHELTER ENHANCEMENT CAMPAIGN IMPACT100 MARTIN INC 11718 SE FEDERAL HWY 440 HOBE SOUND FL 33455 881963292 501(C)(3) 19200 0 TO SUPPORT GENERAL OPERATING EXPENSES IN THE IMAGE OF CHRIST INC PO BOX 12379 FORT PIERCE FL 34979 651104332 501(C)(3) 8500 0 TO SUPPORT GENERAL OPERATING EXPENSES INDIAN RIVER PRESBYTERIAN CHURCH 2499 VIRGINIA AVE FORT PIERCE FL 34982 591100543 501(C)(3) 7200 0 TO SUPPORT GENERAL OPERATING EXPENSES KIAWAH LIFE PLAN VILLAGE INC SEAFIELDS BY BISHOP GADSDEN 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 861250842 501(C)(3) 100000 0 TO SUPPORT RESIDENT PROGRAMS AND SUBSIDIZED HOUSING LIBRARY FOUNDATION OF MARTIN COUNTY INC 2351 SE MONTEREY ROAD STUART FL 34996 650315112 501(C)(3) 13250 0 TO SUPPORT GENERAL OPERATING EXPENSES LIFEBUILDERS OF THE TREASURE COAST INC 216 SOUTH 2ND STREET FORT PIERCE FL 34950 270628451 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATING EXPENSES LIGHT OF THE WORLD CHARITIES INC AKA LITTLE LIGHTS DENTISTRY 1300 EAST 10TH STREET SUITE B STUART FL 34996 650920003 501(C)(3) 33214 0 TO SUPPORT GENERAL OPERATING EXPENSES LINDSAY SCHOOL OF THE ARTS INC 1717 ORANGE AVENUE UNIT 4225 FT PIERCE FL 34948 832021240 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATING EXPENSES LITTLE BIRTHDAY ANGELS INC 1275 US HWY 1 SUITE 2 PMB 131 VERO BEACH FL 32960 474157223 501(C)(3) 5500 0 TO SUPPORT GENERAL OPERATING EXPENSES LOBLOLLY COMMUNITY FOUNDATION 7407 SE HILL TER HOBE SOUND FL 33455 650865926 501(C)(3) 15750 0 TO SUPPORT GENERAL OPERATING EXPENSES LOVE AND HOPE IN ACTION INC PO BOX 1385 PORT SALERNO FL 34992 743238584 501(C)(3) 55300 0 TO SUPPORT GENERAL OPERATING EXPENSES LOWCOUNTRY FOOD BANK INC 2864 AZAELA DRIVE CHARLESTON SC 294058216 570751835 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES MALTZ JUPITER THEATRE INC 1001 EAST INDIANTOWN ROAD JUPITER FL 33477 650985652 501(C)(3) 7800 0 TO SUPPORT GENERAL OPERATING EXPENSES MARINER SANDS CHAPEL INC 6500 SE CONGRESSIONAL WAY STUART FL 34997 592349297 501(C)(3) 13400 0 TO SUPPORT GENERAL OPERATING EXPENSES MARINER SANDS CHARITY WEEK INC 6500 MARINER SANDS DRIVE STUART FL 34997 208256527 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS 2401 SE MONTEREY ROAD STUART FL 34996 596000743 501(C)(3) 7735 0 TO SUPPORT GENERAL OPERATING EXPENSES MARTIN COUNTY COMMUNITY LAND TRUST INC 2484 SE BONITA STREET STUART FL 34997 932752365 501(C)(3) 12500 0 TO SUPPORT GENERAL OPERATING EXPENSES MARTIN COUNTY HEALTHY START COALITION 963 SE FEDERAL HIGHWAY STUART FL 34994 650359999 501(C)(3) 51000 0 TO SUPPORT GENERAL OPERATING EXPENSES MARTIN COUNTY POLICE ATHLETIC LEAGUE INC 1284 SW 34TH ST PALM CITY FL 34990 821374560 501(C)(3) 31000 0 TO SUPPORT GENERAL OPERATING EXPENSES MARTIN COUNTY SCHOOL DISTRICT 3400 LIONEL TERRACE STUART FL 34997 596000742 501(C)(3) 7500 0 TO SUPPORT GENERAL OPERATING EXPENSES MOLLY'S HOUSE INC 430 SE OSCEOLA STREET PORT ST LUCIE FL 34953 650407242 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES MONTPELIER FOUNDATION DEVELOPMENT DEPARTMENT PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATING EXPENSES MUSC FOUNDATION MEDICAL UNIVERSITY OF SC HOLLINGS CANCER CENTER 86 JONATHAN LUCAS STE CHARLESTON SC 29425 576028985 501(C)(3) 28000 0 TO SUPPORT GENERAL OPERATING EXPENSES MUSTARD SEED COMMUNITIES INC 200 RESERVOIR ST SUITE 306 NEEDHAM MA 02494 581657207 501(C)(3) 7687 0 TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT NONPROFIT BUSINESS DEVELOPMENT STAFF POSITION MUSTARD SEED MINISTRIES OF FORT PIERCE INC PO BOX 3612 FORT PIERCE FL 34948 650017366 501(C)(3) 166100 0 TO SUPPORT GENERAL OPERATING EXPENSES NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 742044647 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES NINA HAVEN SCHOLARSHIPS INC PO BOX 1978 STUART FL 34995 136099012 501(C)(3) 69248 0 TO SUPPORT GENERAL OPERATING EXPENSES OCEAN RESEARCH & CONSERVATION ASSOCIATION 1235 16TH STREET VERO BEACH FL 32960 200901011 501(C)(3) 40750 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ENVIRONMENTAL EDUCATION AND CITIZEN SCIENCE OKEECHOBEE COUNTY HEALTHOKEECHOBEE HEALTHY START COALITION INC 114 SW 5TH AVE OKEECHOBEE FL 34974 650425678 501(C)(3) 23500 0 TO SUPPORT GENERAL OPERATING EXPENSES ONE80 PLACE PO BOX 20038 CHARLESTON SC 294130038 570789483 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES OPERATION STERILIZATION OUTREACH SERVICES INC DBA OPERATION SOS 9196 SE KARIN STREET HOBE SOUND FL 33455 273871496 501(C)(3) 7000 0 TO SUPPORT GENERAL OPERATING EXPENSES OUR VILLAGE OF OKEECHOBEE 205 NE 2ND STREET OKEECHOBEE FL 34972 473944280 501(C)(3) 74550 0 TO SUPPORT GENERAL OPERATING EXPENSES PACE CENTER FOR GIRLS TREASURE COAST 3651 VIRGINIA AVENUE FT PIERCE FL 34981 592414492 501(C)(3) 46700 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT TEACHER AND CASE MANAGER SALARIES PARENT TO PARENT OF THE TREASURE COAST INC FULL CIRCLE THERAPEUTIC RIDING P O BOX 365 PALM CITY FL 34991 650516361 501(C)(3) 15500 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THERAPEUTIC RIDING FOR DISABLED CHILDREN PAWSITIVE PERSPECTIVES ASSISTANCE DOGS 9877 234TH STREET E LAKEVILLE MN 55044 510593176 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES PLACE OF HOPE INC 9078 ISAIAH LANE PALM BEACH GARDENS FL 33418 650841384 501(C)(3) 106182 0 TO SUPPORT GENERAL OPERATING EXPENSES PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 591391115 501(C)(3) 16850 0 TO SUPPORT GENERAL OPERATING EXPENSES SAFESPACE INC 612 SE DIXIE HWY STUART FL 34994 591983994 501(C)(3) 37500 0 TO SUPPORT GENERAL OPERATING EXPENSES SAINT LOUIS UNIVERSITY DUBOURG HALL ROOM 319 221 NORTH GRAND BLVD ST LOUIS MO 63103 430654872 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 72000 0 TO SUPPORT GENERAL OPERATING EXPENSES; HURRICANE RELIEF AND RESTORATION SHOE SHOW INC PO BOX 648 CONCORD NC 28026 560848427 501(C)(3) 18302 0 TO SUPPORT GENERAL OPERATING EXPENSES SPEAK LIFE PERFORMING ARTS COMPANY INC 5891 SE GRAFTON DRIVE STUART FL 34997 862530039 501(C)(3) 45000 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT PREVENTION AND INTERVENTION PROGRAM ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 11285 0 TO SUPPORT GENERAL OPERATING EXPENSES ST LUCIE COUNTY SHERIFF'S OFFICE 4700 W MIDWAY ROAD FORT PIERCE FL 34981 596000838 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATING EXPENSES ST LUCIE HABITAT FOR HUMANITY 702 SOUTH 6TH STREET FORT PIERCE FL 34950 911914868 501(C)(3) 20000 0 TO SUPPORT HURRICANE MILTON DISASTER RELIEF HOME REPAIRS AND RESTORATION TEMPLE BEIT HAYAM INC 951 SE MONTEREY COMMONS BLVD STUART FL 34996 650433492 501(C)(3) 7075 0 TO SUPPORT GENERAL OPERATING EXPENSES THE CORNING MUSEUM OF GLASS ONE MUSEUM WAY CORNING NY 14830 160764349 501(C)(3) 27500 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ART STUDIO RENOVATION AND EXPANSION THE EPISCOPAL CHURCH OF THE NATIVITY 1151 SW DEL RIO BLVD PORT ST LUCIE FL 34953 650785725 501(C)(3) 5886 0 TO SUPPORT GENERAL OPERATING EXPENSES THE SALVATION ARMY - GARRETT COUNTY 701 E FIRST ST PO BOX 2467 21503 CUMBERLAND MD 21502 222406433 501(C)(3) 7870 0 TO SUPPORT GENERAL OPERATING EXPENSES THE SALVATION ARMY OF MARTIN ST LUCIE AND OKEECHOBEE COUNTIES 821 SE MARTIN LUTHER KING JR BLVD STUART FL 34994 132923701 501(C)(3) 81348 0 TO SUPPORT GENERAL OPERATING EXPENSES TREASURE COAST CENTER FOR ECONOMIC AND EDUCATIONAL DEVELOPMENT 1790 SW GATLIN BLVD STE 202 PORT ST LUCIE FL 349532777 932687658 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATING EXPENSES TREASURE COAST FOOD BANK 401 ANGLE ROAD FORT PIERCE FL 34947 650123281 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 5300 0 TO SUPPORT GENERAL OPERATING EXPENSES TYKES & TEENS INC 900 SE OCEAN BLVD SUITE 340-E STUART FL 34994 650570899 501(C)(3) 132500 0 TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT CAMPAIGN TO LAUNCH CHILDREN'S MENTAL HEALTH WALK IN CLINIC UNITED AGAINST POVERTY INC 2520 ORANGE AVENUE FORT PIERCE FL 34947 113697936 501(C)(3) 8332 0 TO SUPPORT GENERAL OPERATING EXPENSES UNITED WAY OF MARTIN COUNTY INC 10 SE CENTRAL PARKWAY SUITE 101 STUART FL 34994 237273540 501(C)(3) 48000 0 TO SUPPORT GENERAL OPERATING EXPENSES UNITED WAY OF ST LUCIE & OKEECHOBEE INC 4800 S US HWY 1 FT PIERCE FL 34982 596212157 501(C)(3) 26500 0 TO SUPPORT GENERAL OPERATING EXPENSES VOLUNTEERS IN MEDICINE CLINIC INC 417 SE BALBOA AVENUE STUART FL 34994 651115793 501(C)(3) 54700 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THE PROVISION OF MEDICAL CARE TO UNDER AND UNINSURED WALT WHITMAN CREW BOOSTERS INC 6106 HARVARD AVENUE UNIT 378 GLEN ECHO MD 20812 521548576 501(C)(3) 35500 0 TO SUPPORT GENERAL OPERATING EXPENSES WATERSIDE SCHOOL INC 770 PACIFIC STREET STAMFORD CT 06902 061609222 501(C)(3) 6000 0 TO SUPPORT GENERAL OPERATING EXPENSES WOOD ISLAND LIFE SAVING STATION ASSOCIATION 75 PEPPERRELL ROAD KITTERY POINT ME 03905 453543669 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATING EXPENSES WORLD CENTRAL KITCHEN INC PO BOX 96538 WASHINGTON DC 200906538 273521132 501(C)(3) 50500 0 TO SUPPORT GENERAL OPERATING EXPENSES YMCA OF THE TREASURE COAST 1700 SE MONTEREY RD STUART FL 34996 591911653 501(C)(3) 6600 0 TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THE PURCHASE OF HEALTH AND WELLNESS EQUIPMENT 118 SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION 87 310924 PART I, LINE 2 SCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO STUDENTS FROM THE REGION UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AS WELL AS TRADE AND VOCATIONAL STUDIES AND ADULT EDUCATION. SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. AWARDS ARE BASED ON FORMAL APPLICATION AND SELECTION PROCESSES. GRANTS - GRANTS ARE AWARDED THROUGH THE COMMUNITY FOUNDATION MARTIN / ST. LUCIE INC. 65-0024030 TO QUALIFIED ORGANIZATIONS BASED ON THE DONORS (FUNDHOLDERS) PURPOSE AND CHARITABLE INTENT. RECOMMENDATIONS MAY INVOLVE A COMPREHENSIVE APPLICATION PROCESS. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, BASIC HUMAN NEEDS (FOOD/CLOTHING/SHELTER) LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, MENTAL HEALTH, ARTS CULTURE, ENVIRONMENT, VETERANS' SERVICES, ANIMAL WELFARE AND WILDLIFE PRESERVATION. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUND USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A COMPREHANSIVE REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE EXPENDED. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH BARBELLA PRESIDENT & CEO 223072 0 20000 0 0 0 6465 0 21300 0 270837 0 0 0 X 20 3405020 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES CAP TRUST TO MANAGE VARIOUS INVESTMENTS, INCLUDING THE SALE OF SECURITIES DONATED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE, THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE 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 COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE, AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.