The Community Foundation Martin - St. Lucie

Mission

The mission of The Community Foundation Martin St. Lucie is to inspire philanthropy through the establishment of charitable giving funds to impact communities across the United States and around the globe.

Ruling year info

2000

President & CEO

Mrs. Elizabeth A. Barbella

Main address

851 SE Monterey Commons Boulevard

Stuart, FL 34996 USA

Show more contact info

EIN

65-0024030

NTEE code info

Community Foundations (T31)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The Community Foundation funds have supported hundreds of charitable organizations with missions ranging from child welfare, health, education and elder care to the environment and public art. Grants issued reflect the varied interests and humanitarian concerns of our donors who we call Fundholders. The individuals, families, and businesses have established funds within The Community Foundation because they appreciate having an expert in charitable giving on their team of trusted advisors. They have a sense of security, knowing their charitable dollars will grow tax free and their charitable intent will be honored and protected during their lifetime and in perpetuity. The Foundation’s fundholders have helped build or revitalize some of our community’s most beloved landmarks and community centers. They have bravely invested in the areas of research and supported innovative and life changing programming.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Donor Services

The Community Foundation Martin - St. Lucie customizes its services to provide donors with a personalized philanthropy plan. Our information and recommendations are tailored to donors’ interests and preferences.

Population(s) Served
Adults

Investing in senior management teams and Boards of Directors of charitable organizations within the region by offering targeted business and professional development technical assistance and trainings.

Population(s) Served
Adults

Working with other funding entities and educational institutions on projects and programs that impact the not-for-profit community at large.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Donor Services

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Grants issued through funds held at The Community Foundation Martin - St. Lucie.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The primary goal of The Community Foundation is to encourage, instigate and ensure that donors have access to the information they need to make thoughtful, strategic charitable gifts to viable and sustainable not for profit organizations and educations institutions in good standing. The Foundation is committed to being a knowledgeable and reliable resource and strategic partner for its fundholders and the greater philanthropic community. Internally the goal is to increase the number of charitable giving funds entrusted to The Foundation, resulting in an increase in the overall asset base, and in turn increasing the amount of charitable giving (grants and scholarships) facilitated by the Foundation. The Foundation also serves as a convener of relevant and compelling conversations regarding issues impacting the surrounding region. Like many Community Foundations, The Community Foundation Martin - St. Lucie considers that one of its most important roles rests in its ability to assist local not for profits in achieving success through training, education and other capacity building activities.

The Community Foundation Martin - St. Lucie is engaged in carrying out the philanthropic wishes and/or legacy of our donors/fundholders by connecting them to the issues and causes they care about.

We assist our living fundholders in navigating the landscape of charitable organizations and educational institutions so that they can make high impact, well-structured gifts.

We do this through considerate conversations, research, tracking and follow up activities. Our promise, as a donor driven Community Foundation, is to work alongside the donors who choose to join our fund family to ensure they have all of the support and information they need in order to engage in thoughtful, informed and strategic philanthropy. Our team of professional staff are available to guide them in whatever level and intensity they desire. By providing administrative support and philanthropic guidance our fundholders are better equipped to make decisions about investing in causes and non-profit organizations that exist to beautify and better our community and the world we live in. By successfully investing our fundholders' charitable assets we are able to preserve community capital in perpetuity. The Community Foundation does not deviate from the Fundholders intent. We honor the intentions and interests of our fundholders, during their lifetime and after, by carrying out their wishes through scholarship related activities and grant making guided by directions established with them and by them.

The Community Foundation was established in 1988. It exists among a network of 1,750 Community Foundations across the Country. In its thirty-one years of services it has invested in building a solid infrastructure rooted in industry best practices. It adheres to robust operating policies and procedures. It is audited annually by a third-party auditor. The Foundations' daily operations are managed and carried out by one full-time President & CEO, one full-time Director of Programs, and one full-time Program Associate. The back-office management of finances including: payables, receivables and grant making are outsourced to a third party with extensive expertise in the areas of Community Foundation accounting, investment and charitable giving/grant making and scholarship activities. In total, The Foundation is supported by a team of twelve professionals.

The Foundation’s Board is highly engaged. They participate in annual strategic and business planning activities. The Board is comprised of individuals with experience and expertise in the areas of law, wealth management, finance and accounting, business management, marketing and health/social service management.

One hundred percent of the Board Members make an annual contribution to the Foundation.

Growth and development of new and existing funds, community impact funding through grant making processes and identification as leading resource/guide in philanthropy.

The Foundation actively participates in professional organizations that continually produce information regarding industry standards and best practices. The Council of Foundations and the Florida Philanthropic Network are excellent resources for operationally and legally sound planning information and guidance.

Financials

The Community Foundation Martin - St. Lucie
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
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  • Compare nonprofit financials to similar organizations

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The Community Foundation Martin - St. Lucie

Board of directors
as of 8/11/2021
SOURCE: Self-reported by organization
Board chair

Mrs. Ellyn Stevenson

Michael Kelly

Joe Paskoski

Treasurer

Nancy Crowder-McCoy

Theora (Bunny) Webb

Secretary

Kenneth Norman

Brian Foss

Ellyn Stevenson

Chair

Gytha Von Aldenbruck

Kate Freihofer

John Doody

Vice Chair

Jack Forde

Vice Chair

Tom Lytle

Linda Houston

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 08/11/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data