2023-08-04T12:56:51-07:00 2022-12-31 382763936 KAMMERMANN & BASCOM PC 110 PARK AVENUE CHARLEVOIX MI 49720 990 2022-01-01 383033739 Charlevoix County Community Foundation CHAR 2315362440 PO Box 718 East Jordan MI 49727 Sara Ward President 2023-08-01 true Sara Ward 999009999 true Velda K Kammermann P01056809 2315474911 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Sara Ward 62473171 false X www.c3f.org X 1991 MI Awarding grants and scholarships. 15 15 6 0 6367440 2832921 0 3100034 5888860 0 9467474 8721781 2507943 2655777 0 442164 460552 0 170831 412367 241247 3362474 3357576 6105000 5364205 63074524 52092908 5185592 4307631 57888932 47785277 Awarding grants and scholarships. false false 2990403 2655777 The Organization serves the County of Charlevoix, Michigan, through the awarding of grants to other non-profit organizations and scholarships to students. 2990403 true true false false false true false false false true true false false false true false 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 7 0 true 6 true false false false false false false false 0 false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false MI X X Sara Ward 2315362440 301 Water Street East Jordan MI 49727 Robert Hansen Jr President 40.00 0.00 X 130044 0 0 Fred Malpass Chair 2.00 0.00 X X 0 0 0 Monica Peck Vice-Chair 2.00 0.00 X X 0 0 0 Bill Lorne Treasurer 2.00 0.00 X X 0 0 0 Jennifer Boyer Secretary 2.00 0.00 X X 0 0 0 Don Jess Past Chair 2.00 0.00 X X 0 0 0 Keith Carey Trustee 1.00 0.00 X 0 0 0 Carol Burton Trustee 1.00 0.00 X 0 0 0 Erika Van Dam Trustee 1.00 0.00 X 0 0 0 Bob Hoffman Trustee 1.00 0.00 X 0 0 0 Angie Nachazel Trustee 1.00 0.00 X 0 0 0 John Doskoch Trustee 1.00 0.00 X 0 0 0 Cindy Grice Trustee 1.00 0.00 X 0 0 0 Josette Lory Trustee 1.00 0.00 X 0 0 0 Tami Vincent Trustee 1.00 0.00 X 0 0 0 Dean Solomon Trustee 1.00 0.00 X 0 0 0 130044 1 false false false 0 2832921 521654 2832921 0 1594801 1594801 0 0 0 58045449 53751390 4294059 4294059 4294059 0 0 0 0 8721781 5888860 2291127 2291127 364650 364650 0 0 130044 45515 58520 26009 0 241920 116455 47956 77509 20176 8785 5776 5615 35984 15667 10303 10014 32428 14119 9284 9025 0 240 132 72 36 16794 9237 5038 2519 0 0 0 8464 4654 2540 1270 46253 25439 6938 13876 21670 11919 6501 3250 58356 32095 17507 8754 0 9828 5406 2948 1474 11986 6592 3596 1798 0 14475 7961 4343 2171 0 0 14838 8161 4451 2226 0 Supplies 23558 12957 7067 3534 Dues and subscriptions 11673 6420 3502 1751 Life insurance premiums 3112 3112 0 3357576 2990403 196342 170831 100392 100106 4134387 3077035 42760 30622 0 0 0 0 0 3005 3005 567844 186050 396632 381794 58397348 48500346 0 0 0 0 63074524 52092908 14806 17674 470825 602462 4699961 3687495 5185592 4307631 X 1092342 1151841 56796590 46633436 57888932 47785277 63074524 52092908 X 5364205 -16480326 1012466 X false true X true false X 1751296 2182875 4218344 6367440 2832921 17352876 0 0 1751296 2182875 4218344 6367440 2832921 17352876 4551460 12801416 1446866 1158596 992083 2507045 1594801 7699391 0 482191 1895278 2176534 592989 4294059 9441051 34493318 0.37110 0.39010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 1318755 1136683 14369960 true true 48717405 1297769 -8634714 696842 1013440 39670178 39739033 4585250 6838402 774064 1671216 48717405 33170708 2299476 5982762 629022 1084891 39739033 27461678 826718 6255838 552460 821066 33170708 30047656 1330267 -2470586 547034 898625 27461678 0.13850 0.86150 false false false 25000 25000 460967 105768 355199 81877 80282 1595 381794 Funds Held on Behalf of Agencies 3687495 3687495 -6746079 -16480326 1012466 -15467860 8721781 8721781 3357576 3357576 3357576 Part V, Line 4: Intended uses of the endowment fund. Net income shall be distributed from the fund for the charitable purpose of the fund. The term "net income" means the amount available for distribution from the fund under the Foundation's spending policy in effect from time to time. The principal of the fund shall remain intact and not be subject to distribution, absent unusual circumstances. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Funds held on behalf of other agencies $1012466 true Bay Area Substance Education 208 West Lincoln Charlevoix MI 49720 383159363 30354 0 General operations Beaver Island Rural Health Ce PO Box 146 Beaver Island MI 49782 383299988 181806 0 General operations & purchase vehic Big Brothers Big Sisters of N 900 East Front Street Traverse City MI 49686 237043163 10000 0 Advancement Specialist position Boyne District Library 201 East Main Street Boyne City MI 49712 383328007 9460 0 General operations Camp Daggett 03001 Church Road Petoskey MI 49770 381617980 10000 0 General operations Challenge Mountain of Walloon PO Box 764 Boyne City MI 49712 382563815 15000 0 Building renovations and maintenanc Char-Em ISD 08568 Mercer Blvd Charlevoix MI 49720 941737782 10000 0 Great Start Collaborative preschool Charlevoix Area Community Poo 11905 US 31 North Charlevoix MI 49720 383219489 70342 0 General operations and improvements Charlevoix Area Humane Societ 614 Beardsley Boyne City MI 49712 382107163 31960 0 General operations and programs Charlevoix Circle of Arts PO Box 617 Charlevoix MI 49720 262637019 6967 0 General operations Charlevoix County 4-H Council 319 B North Lake Street Boyne City MI 49712 200597157 10000 0 General operations Charlevoix Historical Society PO Box 525 Charlevoix MI 49720 382636672 53307 0 Support programs Charlevoix Kiwanis Youth Foun PO Box 275 Charlevoix MI 49720 386099697 6300 0 Purchase books for book vending mac Charlevoix Public Library 220 W Clinton Street Charlevoix MI 49720 030474720 32863 0 General operations and programs Charlevoix Public Schools 104 E St Marys Drive Charlevoix MI 49720 386027952 24110 0 Education programs Charlevoix Township 12491 Waller Road Charlevoix MI 49720 382121170 8000 0 Recreation improvements Child & Family Services of NW 3785 Veterans Drive Traverse City MI 49684 382534222 20000 0 General operations Christ Episcopal Church PO Box 385 Charlevoix MI 49720 800820539 24408 0 General operations City of Charlevoix 210 State Street Charlevoix MI 49720 386004543 16000 0 Recreation programs City of East Jordan PO Box 499 East Jordan MI 49727 386033590 84055 0 Park upgrades and rec programs Community Foundation Serving 1123 Spruce Street Boulder CO 80302 841171836 10000 0 Grantmaking Conservation Resource Allianc 10850 Traverse Hwy 1180 Traverse City MI 49684 382181915 85000 0 Construct river crossings Crooked Tree Arts Council 461 E Mitchell Street Petoskey MI 49770 237187264 12500 0 General operations and programs Depot Jordan Valley Teen Cent PO Box 283 East Jordan MI 49727 364812633 17500 0 Programming and general support East Jordan Ambulance PO Box 223 East Jordan MI 49727 352163216 21663 0 Support education program East Jordan Rotary Club Chari PO Box 195 East Jordan MI 49727 474513667 5178 0 Youth programs East Jordan Schools PO Box 399 East Jordan MI 49727 382137029 62439 0 Education programs Ellsworth Community School 9467 Park Street Ellsworth MI 49729 386000402 13139 0 General operations First Presbyterian Church - E PO Box 341 East Jordan MI 49727 510162431 5395 0 Support missions Fishtown Preservation Society PO Box 721 Leland MI 49654 383621736 50000 0 Campaign Florida Keys Outreach Coaliti Po Box 4767 Key West FL 33041 650409898 38000 0 Generator and improvements Fox Island Lighthouse Associa PO Box 851 Traverse City MI 49685 202376767 10000 0 Rock removal Friends of the Jordan River W 2189 Hidden Valley Ln Charlevoix MI 49720 383025586 20000 0 Trail segment Good Samaritan Family Service PO Box 206 Ellsworth MI 49729 383469219 15000 0 General operations Grand Rapids Community Colleg 143 Bostwick NE Grand Rapids MI 49503 386100380 20000 0 General support & child learning Grand Traverse Regional Commu 223 Lake Avenue Suite B Traverse City MI 49685 383056434 10000 0 Grantmaking Grand Traverse Regional Land 3860 N Long Lk Rd D Traverse City MI 49684 382994229 10000 0 General operations Grandvue Medical Care Facilit 1728 S Peninsula Road East Jordan MI 49727 386004840 11172 0 Support Alzheimer's Unit and genera Great Lakes Center for the Ar 800 Bay Harbor Drive Bay Harbor MI 49770 464121514 10000 0 General operations and programs Great Lakes Chamber Orchestra 219 E Lake Street Petoskey MI 49770 300084912 25000 0 General operations and programs Hartford Hospital PO Box 5037 Hartford CT 06102 060646668 20000 0 General operations Housing North PO Box 1434 Traverse City MI 49685 833499967 40000 0 Housing Yes Charlevoix Inland Seas Education Associa 100 Dame St PO Box 218 Suttons Bay MI 49682 382866234 50000 0 Campaign Jordan River Arts Council PO Box 1178 East Jordan MI 49727 382861979 17000 0 General operations and scuplture Lake Charlevoix Association PO Box 294 Charlevoix MI 49720 382768079 26001 0 Shoreline protection Little Traverse Conservancy 3264 Powell Road Harbor Springs MI 49740 237267810 10000 0 Land purchase and operations Manna Food Project 8791 McBride Park Drive Harbor Springs MI 49740 382764533 12500 0 To support local food pantries Mayo Clinic 200 First Street SW Siebens Rochester MN 55905 416011702 35000 0 General operations McLaren Northern Michigan Fdn 360 Connable Street Petoskey MI 49770 382445611 48000 0 To support medical programs Michigan Floral Foundation 1152 Haslett Rd Haslett MI 48840 208272247 5448 0 Support scholarships for students Midland Center for the Arts 1801 West St Andrews Midland MI 48640 386114020 50000 0 Capital Campaign Munson Healthcare Chx Fdn 14700 Lake Shore Drive Charlevoix MI 49720 382642724 32000 0 New video tower monitor for surgery North Central Michigan Colleg 1515 Howard Street Petoskey MI 49770 382910328 50000 0 General operations and scholarships Northern Michigan Antique Fly PO Box 494 Walloon Lake MI 49796 382821381 6000 0 Replace bleachers Northwest MI Hospice Assist 201 State Street Suite D Charlevoix MI 49720 382391256 9460 0 General operations Northwest Michigan Habitat fo 1840 M-119 Unit 1 Petoskey MI 49770 382971056 28500 0 General operations and programs Park City Community Fdn PO Box 681499 Park City UT 84068 300171971 10000 0 Grantmaking Petoskey District Library 500 E Mitchell Petoskey MI 49770 823027702 6000 0 Growing Readers Together Petoskey Harbor Springs Area 616 Petoskey St Suite 20 Petoskey MI 49770 383032185 31495 0 Grants Planned Parenthood of Michiga PO Box 3673 Ann Arbor MI 48106 381707521 28600 0 Support reproductive equity and edu Planned Parenthood of Pacific 1075 Camino del Rio South Sand Diego CA 92108 956111785 12500 0 General operations Raven Hill Discovery Center 04737 Fuller Road East Jordan MI 49727 383032707 25000 0 General operations Ronald McDonald House of West 1323 Cedar Street NE Grand Rapids MI 49503 382781170 18000 0 General operations The Salvation Army 712 Pleasant Street Petoskey MI 49770 381370971 20000 0 Building renovations Tip of Mitt Watershed Council 426 Bay Street Petoskey MI 49770 382361745 28359 0 Support uouth education and monitor Top of Michigan Mountain Bike PO Box 112 Boyne City MI 49712 455335776 42859 0 Trail support WAI-IAM Inc 217 N Sycamore Street Lansing MI 48933 464036273 12000 0 Programming Womens Resource Center of No 423 Porter Street Petoskey MI 49770 382302164 37500 0 General operations and program supp 68 0 Educational Scholarships 57 364650 Grantmaker's Description of How Grants are Used There are a number of check points in the life of a grant to help monitor that the grant was used by an organization for its intended purpose:-After the Foundation approves a grant for distribution to an organization, it sends each grantee a grant notification letter, a grant agreement, a financial report form and/or a final report form. The purpose of these forms is to specify the amount and purpose of the grant, and the specific reporting requirements of the grantee at the end of the grant period as to how the funds were used.-If the grant is for the purchase of a specific item, the Foundation will require the grantee provide a receipt as proof of purchase. -The Foundation and the grantee disseminate news releases to the print and electronic media announcing the grant and its purpose to the public.-Foundation staff conduct site visits to the grantee organization to "see" the grant in action. X 11 521654 FMV false true true Part I, Line 32, Hire and Use of Third Parties The Foundation uses a brokerage firm to sell publicly traded securities it receives as noncash donations. Form 990, Part VI, Section B, Line 11b The President reviews the completed Form 990 for compatibility with the financial audit. The Form 990 is included as an agenda item at the next meeting of the Finance Committee. Each member of the committee receives a copy in advance of the meeting. A recommendation for acceptance is brought to the Board of Trustees with copies made available for the entire Board. The Finance Committee, in its role as the Audit Committee, meets with the auditor to discuss the audit, Form 990, and related financial reports and processes. Form 990, Part VI, Section B, Line 12c Each Trustee receives a copy of the Conflict of Interest Policy in their orientation manual, which they review with the President. They are also given a "Trustee Disclosure Statement" to complete and sign. The Disclosure Statement identifies any business or avocational interest, or charitable or civic involvement which might give rise to a possible conflict of interest or duality of interest with the Community Foundation. This process is repeated every year in January. The completed statements are kept on file in the Foundation office. Also on file, are completed Conflict of Interest forms for members of the Youth Advisory Committee, and scholarship selection committee members. During the course of a meeting, a Trustee declares a conflict of interest and abstains from voting on matters that present a potential or perceived conflict. Their abstention is noted in the minutes of the meeting. Form 990, Part VI, Section B, Line 15a The Foundation's President is evaluated by the Executive Committee according to a "compensation review process." Using a combination of the evaluation results and information obtained from salary and benefits surveys, the Executive Committee makes a compensation recommendation for the President to the Board of Trustees, the President is not present during the discussion, nor does he participate in the vote. Form 990, Part VI, Section B, Line 15b The Foundation adheres to the "Recommended Best Practices in Determining Reasonable Executive and Staff Compensation" as put forth by the Council of Foundations. Generally, reasonable compensation is defined as what similar persons in similar positions with similar duties in similar organizations are paid. To determine reasonable levels of compensation the Foundation relies on salary and compensation surveys, and comparisons with similar organizations in relative geographic proximity, specifically, we use information obtained from:-The Council on Foundation's Annual Grantmakers Salary and Benefits Report.-The Council on Foundation's Annual Compensation, Summary for the Council of Michigan Foundations - Community Foundations.The proceedings of all committee and board meetings are documented in writing and filed with the Foundation's permanent records. The compensation determination process and salary and benefits research occurs in the last quarter of the fiscal year. Board approved salary and benefit payments begin with the start of the next fiscal year.The President is responsible for evaluating and recommending compensation for staff following the same process used to determine the President's compensation. The President and staff are the only employees/officers of the Foundation that receive compensation. Form 990, Part VI, Section C, Line 19 It is the policy and practice of the Foundation to comply with all Internal Revenue Service laws and requirements for public disclosure for tax-exempt organizations. This includes providing copies of our exemption application (Form 1023), and the three most recently filed annual information returns (Form 990) to individuals making a request in person or in writing. Form 990 and the financial statements are also available on the Foundation's website. The Foundation's governing documents, conflict of interest policy, and financial statmeents are available upon request to the Foundation President. Form 990, Part XI, Line 9 Transfer from funds held on behalf of other agencies = $1012466