2023-11-15T07:39:26-05:00 2022-12-31 200345993 SCHNEIDER LARCHE HAAPALA & CO PLLC 401 LUDINGTON STREET ESCANABA MI 49829 990 2022-01-01 383227080 COMMUNITY FOUNDATION OF THE UPPER PENINSULA COMM 9067866654 2420 1ST AVENUE SOUTH ESCANABA MI 49829 CHERYL ANDZEJEWSKI PRESIDENT/CEO 9067866654 2023-11-14 true CHERYL ANDZEJEWSKI 999009999 false DAVID P PECHAWER CPA P00399385 9067866151 2023-11-14 2022 2023-04-26 12:10:37Z WILL CARNE SR 2118 20TH AVE S ESCANABA MI 49829 11537749 false X WWW.CFUP.ORG X 1994 MI TO RECEIVE AND ADMINISTER CHARITABLE ENDOWMENT FUNDS FOR THE BENEFIT OF THE RESIDENTS OF THE UPPER PENINSULA OF MICHIGAN AND TO PROVIDE ADMINISTRATIVE, COMMUNICATION AND OTHER SUPPORT TO AFFILIATE MEMBERS AND OTHER COMMUNITY FOUNDATIONS. 16 16 22 75 0 2435354 2519873 476605 654023 3326904 2280633 149618 198535 6388481 5653064 1472065 1767762 0 455982 668381 0 282726 830809 1134573 2758856 3570716 3629625 2082348 48940788 42184299 3350196 2796922 45590592 39387377 X TO RECEIVE AND ADMINISTER CHARITABLE ENDOWMENT FUNDS FOR THE BENEFIT OF THE RESIDENTS OF THE UPPER PENINSULA OF MICHIGAN AND TO PROVIDE ADMINISTRATIVE, COMMUNICATION AND OTHER SUPPORT TO AFFILIATE MEMBERS AND OTHER COMMUNITY FOUNDATIONS. false false 1767762 1767762 DIRECT GRANTS FOR VARIOUS PURPOSES TO OTHER 501(C)(3) ORGANIZATIONS SERVING THE UPPER PENINSULA OF MICHIGAN AND SCHOLARSHIPS TO STUDENTS. 1232952 PROVIDE ADMINISTRATIVE SUPPORT INCLUDING MARKETING AND ACCOUNTING SERVICES TO OTHER AREA COMMUNITY FOUNDATIONS 3000714 true true false false false true false false false true true false false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false true true false false false true 6 0 22 true false false false false false true true false false false false false false false false false X 16 16 false false false false false false false true true false true true false true true true true true true false false MI X X CHERYL ANDZEJEWSKI 9067866654 2420 1ST AVE SOUTH SUITE 101 ESCANABA MI 49829 CHERYL ANDZEJEWSKI PRESIDENT/CE 40.00 X 89000 0 0 MARY BOWERMAN TRUSTEE X 0 0 0 SUZETTE CARBERRY TRUSTEE X 0 0 0 ANDY COSTIC TRUSTEE X 0 0 0 KENNETH DRENTH TRUSTEE X 0 0 0 PETER EVERSON TRUSTEE X 0 0 0 DARLENE FURMANEK TRUSTEE X 0 0 0 KRISTEN MACARTHUR TRUSTEE X 0 0 0 JOHN LEHMAN PHD TRUSTEE X 0 0 0 DAVID SCHAFF NON-BOARD ME X 0 0 0 VELDA SCLAFANI TRUSTEE X 0 0 0 NIKKI STOREY TRUSTEE X 0 0 0 ROBERT VANDAMME TRUSTEE X 0 0 0 CHARLIE BECKER SECRETARY/TR X 0 0 0 DONNOR DOWD PRESIDENT X 0 0 0 BILL INMAN CO-CHAIR X 0 0 0 TODD LYSINGER CO-VICE CHAI X 0 0 0 WILL CARNE SR CO-CHAIR X 0 0 0 89000 false false false 2519873 26650 2519873 ADMINISTRATIVE FEE INCOME 654023 654023 654023 1081126 1081126 7033370 5833863 1199507 1199507 1199507 117921 50822 67099 REIMB FOR SOFTWARE USAGE 108839 108839 OTHER INCOME 22597 22597 131436 5653064 1984966 1081126 1767762 1767762 89000 26700 31150 31150 513656 421674 48104 43878 18622 12105 3259 3258 47103 35001 6212 5890 58063 37741 10161 10161 78960 51324 13818 13818 151980 98786 26597 26597 18090 11758 3166 3166 30835 20043 5396 5396 32822 21334 5744 5744 12935 8407 2264 2264 12266 7973 2147 2146 4029 2619 705 705 9977 6485 1746 1746 11034 7172 1931 1931 ADMINISTRATION FEES 610335 396719 106808 106808 ALL OTHER EXPENSES 76048 49432 13308 13308 OPERATING EXPENSES 14255 9265 2495 2495 TELEPHONE AND UTILITIES 12944 8414 2265 2265 3570716 3000714 287276 282726 89557 17650 3483952 3302992 155303 68915 33916 1564 4380 4151 441423 193537 257864 247886 42823658 36733401 2092158 1807740 48940788 42184299 10481 20212 16950 32412 3322765 2744298 3350196 2796922 X 3639480 3732332 41951112 35655045 45590592 39387377 48940788 42184299 X 2082348 -8250258 -35305 X false true X true false X 1359132 2008931 2299630 2435354 2519873 10622920 1359132 2008931 2299630 2435354 2519873 10622920 1487777 9135143 734605 619989 629416 1345867 1081126 4411003 13955 24485 2004 40444 15074367 2743099 0.60600 0.67170 X PART II, LINE 10 SPECIAL EVENTS 40,444 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19 635 58762 2461111 109578 1658184 2857190 39327109 true true 40489310 1324716 -5482299 2084058 609745 33637924 27927925 10048470 3411424 1006763 521746 40489310 24463470 1536124 3185794 858747 398716 27927925 21858759 380559 3653932 1265376 420046 24207828 23419346 582811 -969479 826971 346948 21858759 0.06000 0.83000 0.11000 false false 20000 20000 242895 20525 222370 178528 173012 5516 247886 FUNDS HELD FOR AGENCIES 2177468 TRUST FUNDS PAYABLE - CRUT 566830 2744298 -1079411 -8250258 1517783 -6732475 5653064 5653064 5123804 1553088 1553088 3570716 3570716 SCHEDULE D, PAGE 4, PART XI, LINE 2D INTERFUND GIFTS 1,461,353 DIRECT EXPENSE OF FUNDRAISING INCL IN REV SEC 50,822 ADJUSTMENT TO FUND BALANCE 5,608 SCHEDULE D, PAGE 4, PART XII, LINE 2D INTERFUND GRANTS 1,502,266 DIRECT EXP OF FUNDRAISING INCLUDED IN REV SEC 50,822 FUNDRAISING 117921 117921 50822 117921 117921 50822 50822 67099 true ALL OTHERS LESS THAN 5000 1009314 CASH PAID CEDARVILLE PUBLIC SCHOOLS PO BOX 366 CEDARVILLE MI 49719 23000 CASH PAID CHARITABLE CITY OF GLADSTONE PO BOX 32 GLADSTONE MI 49837 386004686 GOV 181249 CASH PAID CHARITABLE CLARK TOWNSHIP PO BOX 367 CEDARVILLE MI 49719 GOV 185576 CASH PAID CHARITABLE ESCANABA AREA PUBLIC SCHOOLS 1500 LUDINGTON ST ESCANABA MI 49829 386001069 GOV 32575 CASH PAID EDUCATION GLADSTONE AREA SCHOOLS 400 S 10TH ST GLADSTONE MI 49837 386001074 GOV 12449 CASH PAID EDUCATION GROW & LEAD COMMUNITY & YOUTH DEVEL 712 CHIPPEWA SQUARE STE 200 MARQUETTE MI 49855 383522344 501C3 53055 CASH PAID CHARITABLE HOLY NAME CATHOLIC SCHOOL 409 S 22ND ST ESCANABA MI 49829 381960884 501C 29236 CASH PAID CHARITABLE MUSEUM OF OJIBWA CULTURE 500 NORTH STATE ST ST IGNACE MI 49781 6677 CASH PAID ST MARY'S STUDENT PARISH 331 THOMPSON STREET ANN ARBOR MI 48104 381358228 7500 CASH PAID CHARITABLE LITTLE BROTHERS FRIENDSOFTHEELDERLY 527 HANCOCK ST HANCOCKI MI 49930 21683 CASH PAID OMEGA HOUSE 2211 MAUREEN LANE HOUGHTON MI 49931 501C3 28352 CASH PAID CHARITABLE CALUMET THEATER 340 6H ST CALUMET MI 49913 9324 CASH PAID CHARITABLE CARING CIRCLE 4025 HEALTH PARK LANE ST JOSEPH MI 49058 382416086 10000 CASH PAID CHARITABLE CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 21201 135563422 13083 CASH PAID CHARITABLE COPPER COUNTRY COMMUNITY ARTS COUNC 126 E QUINCY ST HANCOCK MI 49930 5765 CASH PAID CHARITABLE COPPER COUNTRY HUMANE SOCIETY 501 NARA PARK ROAD HOUGHTON MI 49931 14526 CASH PAID CHARITABLE COPPER COUNTRY SUZUKI ASSOCIATION PO BOX 161 HOUGHTON MI 49931 8245 CASH PAID CHARITABLE HOLY REDEEMER CHURCH PO BOX 546 CALUMET MI 49913 7486 CASH PAID CHARITABLE ISLE ROYAL AND KEWEENAW PARKS ASSC 800 E LAKESHORE DR HOUGHTON MI 49931 7305 CASH PAID CHARITABLE KEWEENAW UNITARIAN UNIVERSALIST FEL 203 MONTEZUMA ST HOUGHTON MI 49931 8373 CASH PAID CHARITABLE LAKE SUPERIOR STEWARDSHIP INITIATIV 809 HECLA ST HANCOCK MI 49930 5651 CASH PAID CHARITABLE ST FRANCIS OF ASSISI PO BOX 375 DOLLAR BAY MI 49922 8150 CASH PAID CHARITABLE 29 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT APPLICATIONS ARE COMPLETED BY THE ORGANIZATIONS REQUESTING THE GRANTS. THE APPLICATIONS ARE THEN SCREENED BY THE FOUNDATION STAFF FOR COMPLETENESS AND COMPLIANCE WITH THE FOUNDATION REQUIREMENTS, INCLUDING ANY FUND AGREEMENTS THAT ARE APPLICABLE. ADDITIONAL INFORMATION MAY BE REQUESTED OR A SITE VISIT MAY BE PERFORMED AT THIS TIME. THE GRANT COMMITTEE THEN REVIEWS THE GRANT REQUESTS. UPON APPROVAL OF THE REQUEST, THE RECOMMENDATION IS PRESENTED TO THE COMMUNITY FOUNDATION BOARD OF TRUSTEES FOR FINAL APPROVAL. APPLICANTS ARE NOTIFIED IN WRITING ON THE BOARD'S DECISION AS SOON AS POSSIBLE FOLLOWING THE MEETING. X 2 6907 QUOTED MARKET PRICES X 3 19743 MISCELLANEOUS ITEMS false true true SCHEDULE M, PAGE 1, PART I, LINE 32B TRUST DEPARTMENTS THAT HOLD THE FOUNDATION'S INVESTMENTS SELL THE NONCASH DONATIONS OF THE SECURITIES IF THEY DO NOT COMPLY WITH THE INVESTMENT STRATEGY OF THE FOUNDATION. FORM 990 - ORGANIZATION'S MISSION TO RECEIVE AND ADMINISTER CHARITABLE ENDOWMENT FUNDS FOR THE BENEFIT OF THE RESIDENTS OF THE UPPER PENINSULA OF MICHIGAN AND TO PROVIDE ADMINISTRATIVE, COMMUNICATION AND OTHER SUPPORT TO AFFILIATE MEMBERS AND OTHER COMMUNITY FOUNDATIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVEIWED BY THE PRESIDENT/CEO, THE OFFICE MANAGER, THE FOUNDATION'S INTERNAL ACCOUNTANT, AND THE AUDIT COMMITTEE PRIOR TO AUTHORIZING THE RETURN FOR FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL DISCLOSURE FORM IS REQUIRED FROM ALL MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15A THE FOUNDATION'S PERSONNEL COMMITTEE DOES AN ANNUAL REVIEW. THEY THEN PRESENT THEIR RECOMMENDATIONS TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES APPROVE THE SALARY OF THE PRESIDENT/CEO. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ENTITY AND ON THE GUIDESTAR WEBSITE (AN INDEPENDENT WEBSITE) FORM 990, PART XI, LINE 9 INTERFUND GIFTS 1,461,353 DIRECT EXPENSE OF FUNDRAISING INCL IN REV SEC 50,822 ADJUSTMENT TO FUND BALANCE 5,608 INTERFUND GRANTS -1,502,266 DIRECT EXP OF FUNDRAISING INCLUDED IN REV SEC -50,822 TOTAL -35,305 COMMTY FOUND OF DELTA COUNTY 2420 1ST AVENUE S SUITE 101 ESCANABA MI 49829 382907795 AFFILIATED MI 501C 7 COMM FDNTN false false false false false false false false false false false false false false false false false false false false