Form 990 for tax year 2024
Filed by BARRY COUNTY COMMUNITY FOUNDATION.
Totals
- Total revenue
- $9,027,673
- Total expenses
- $5,089,649
- Contributions and grants received
- $6,707,401
- Grants paid
- $3,462,335
- Program service revenue
- $0
- Investment income
- $2,320,272
- Other revenue
- $0
- Total assets, end of year
- $64,149,912
- Total liabilities, end of year
- $1,198,409
- Net assets or fund balances, end of year
- $62,951,503
- Program services expenses (Part IX)
- $4,075,914
- Management and general expenses
- $682,206
- Fundraising expenses
- $331,529
- Program service expenses (Part III)
- $4,075,914
Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$14,773
-
1f · All other contributions, gifts and grants
$6,692,628
-
1g · Noncash contributions included above
$1,514,580
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,857,958 · excluded $1,857,958
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $15,819,330
-
7b · Less cost or other basis and sales expenses
securities $15,357,016
-
7c · Gain or loss
securities $462,314 · other assets $0
-
7d · Net gain or loss
total $462,314 · excluded $462,314
-
8a · Fundraising events: contributions included on line 1c
$14,773
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,462,335 · program services $3,462,335
-
5 · Compensation of officers, directors and key employees
total $245,223 · program services $114,889 · management and general $71,049 · fundraising $59,285
-
7 · Other salaries and wages
total $216,231 · program services $101,306 · management and general $62,649 · fundraising $52,276
-
8 · Pension plan contributions
total $9,688 · program services $4,198 · management and general $3,324 · fundraising $2,166
-
9 · Other employee benefits
total $16,903 · program services $7,324 · management and general $5,800 · fundraising $3,779
-
10 · Payroll taxes
total $35,778 · program services $13,837 · management and general $13,285 · fundraising $8,656
-
11f · Fees: investment management
total $168,056 · management and general $168,056
-
11g · Fees: other
total $380,623 · program services $282,381 · management and general $73,190 · fundraising $25,052
-
12 · Advertising and promotion
total $68,669 · fundraising $68,669
-
13 · Office expenses
total $1,002 · program services $3,279 · management and general -$7,047 · fundraising $4,770
-
14 · Information technology
total $71,810 · management and general $71,810
-
16 · Occupancy
total $21,926 · program services $7,160 · management and general $10,769 · fundraising $3,997
-
17 · Travel
total $20,408 · program services $2,655 · management and general $1,392 · fundraising $16,361
-
19 · Conferences, conventions and meetings
total $16,043 · management and general $16,043
-
20 · Interest
total $9,064 · management and general $9,064
-
22 · Depreciation, depletion and amortization
total $3,906 · program services $1,836 · management and general $976 · fundraising $1,094
-
23 · Insurance
total $15,976 · program services $3,876 · management and general $9,791 · fundraising $2,309
-
24a · Other expenses: TRAINING
total $43,924 · program services $22,934 · management and general $20,990
-
24b · Other expenses: MEMBERSHIPS/SUBSCRIPTIO
total $40,778 · fundraising $40,778
-
24c · Other expenses: DIRECT FUND EXPENSES
total $4,478 · program services $2,687 · management and general $1,612 · fundraising $179
-
24d · Other expenses: LEADERSHIP BARRY COUNTY
total $10,213 · program services $10,213
-
24e · All other expenses
total $226,615 · program services $35,004 · management and general $149,453 · fundraising $42,158
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,837,278 · end of year $3,151,152
-
2 · Savings and temporary cash investments
beginning of year $787,257 · end of year $980,440
-
3 · Pledges and grants receivable
beginning of year $111,062 · end of year $112,183
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$47,322
-
10b · Land, buildings and equipment: accumulated depreciation
$34,066
-
10c · Land, buildings and equipment, net
beginning of year $14,921 · end of year $13,256
-
11 · Investments: publicly traded securities
beginning of year $46,865,015 · end of year $54,723,178
-
12 · Investments: other securities
beginning of year $2,673,446 · end of year $2,524,864
-
13 · Investments: program-related
beginning of year $878,194 · end of year $1,666,564
-
15 · Other assets
beginning of year $1,239,553 · end of year $978,275
-
17 · Accounts payable and accrued expenses
beginning of year $49,643 · end of year $70,563
-
18 · Grants payable
beginning of year $129,200 · end of year $43,512
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $578,163 · end of year $1,084,334
-
27 · Net assets without donor restrictions
beginning of year $55,078,670 · end of year $62,188,272
-
28 · Net assets with donor restrictions
beginning of year $571,050 · end of year $763,231
Mission and programs · 2024
Mission
THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES AND FOSTERING COLLABORATION.
Activities or mission (Part I)
THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE 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.
-
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, AND FOSTERING YOUTH DEVELOPMENT.
Expenses $4,075,914 · Grants $3,462,335
As filed on the 2024 return.
Listed in Part VII
-
Chris StaffordCHRIS STAFFORD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
Deborah JacksonDEBORAH JACKSON
TREASURER
- Total calculated
- $0
- Hours/week
- 8 + 6 related
-
Diane GaertnerDIANE GAERTNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 8 + 6 related
-
Jennifer HaywoodJENNIFER HAYWOOD
CHAIR
- Total calculated
- $0
- Hours/week
- 8 + 6 related
-
Dave SolmesDAVE SOLMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Evan LiuEVAN LIU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fred JacobsFRED JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Katherine BertoliniKATHERINE BERTOLINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Kim NorrisKIM NORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Korin AyersKORIN AYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Marleon TencateMARLEON TENCATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Michael McKeownMICHAEL MCKEOWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Shana BushSHANA BUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Annie HalleANNIE HALLE
VICE PRESIDENT OPERATIONS
- Total calculated
- $96,941
- From this org
- $89,947
- From related orgs
- $0
- Other
- $6,994
- Hours/week
- 40 + 15 related
-
Bonnie GettysBONNIE GETTYS
PRESIDENT
- Total calculated
- $139,468
- From this org
- $129,051
- From related orgs
- $0
- Other
- $10,417
- Hours/week
- 40 + 5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
420 E MILLS LLC
$1,650,000
HASTINGS RIVERWALK APARTMENTS CONSTRUCTION
-
$285,806
SUPPORT OPERATIONS - HELPING VICTIMS OF DOMESTIC VIOLENCE
-
$253,637
HOMELESSNESS PREVENTION, FUNERAL EXPENSES, MEDICAL BILLS, VEHICLE REPAIR, ANNUAL DISTRIBUTIONS
-
BARRY COUNTY JUNIOR GOLF ASSOCIATION
$136,000
GENERAL OPERATIONS
-
SCHOLARSHIP ANNUAL DISTRIBUTION
-
$58,132
SUPPORT FOR OPERATIONS
-
THORNAPPLE MANOR
$45,000
VEHICLE FOR TRANSPORTING RESIDENTS
-
ANNUAL DISTRIBUTION
-
ARTS AND CULTURE SUPPORT
-
PITSCH COMPANIES
$30,000
GENERAL OPERATIONS
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · OFFICE RENTAL TO NON-PROFITS · MI · controlled entity
Directly controlled by BARRY COMMUNITY FOUNDATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ROYAL COACH ACQUISITIONS LLC
ACQUIRE AND HOLD PROPERTY · MI · income $0 · assets $0
Directly controlled by BARRY COMMUNITY FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 March 2026
- IRS schema version
- 2024v5.1
- Source object
- 202640899349301604
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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