2023-10-19T16:06:08-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2022-01-01 455332078 LAKE TRUST CREDIT UNION FOUNDATION LAKE 8882677200 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS PRESIDENT 8882677200 2023-10-10 1 DAVID SNODGRASS 999009999 0 TINA PETERS P00904574 2483757100 2023-10-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID SNODGRASS 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 320972 0 X WWW.LAKETRUST.ORG/FOUNDATION X 2012 MI THE LAKE TRUST CREDIT UNION FOUNDATION'S PRIMARY PURPOSE IS TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. 5 0 0 0 0 0 350041 267407 0 0 103 1298 -5529 -7661 344615 261044 119266 265814 0 0 0 0 500 0 0 6422 2956 126188 268770 218427 -7726 768891 756165 5000 0 763891 756165 THE LAKE TRUST CREDIT UNION FOUNDATION'S PRIMARY PURPOSE IS TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. 0 0 20000 20000 LAKE TRUST CREDIT UNION FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHOSE PURPOSE AND CORE VALUE IS TO MAKE A DIFFERENCE BY INVESTING IN COMMUNITY DEVELOPMENT, HEALTH AND THE ARTS, CREATING VIBRANT NEIGHBORHOODS, A STRONGER MICHIGAN, AND A BETTER WORLD. SPECIFICALLY, THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED TWO GRANTS TOTALING $20,000. THIS WAS PROVIDED TO ASSIST WITH VARIOUS PROGRAMS IN MICHIGAN FOR HOUSING, INVESTING, AND TEEN PROGRAMS. 30000 30000 THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED SIX GRADUATING MICHIGAN HIGH SCHOOL SENIORS A VARYING DOLLAR AMOUNT SCHOLARSHIP TOTALING $30,000 TO ATTEND A MICHIGAN UNIVERSITY, COLLEGE OR VOCATIONAL SCHOOL. 218770 215814 THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED COMMUNITY ORGANIZATIONS $116,700, COMMUNITY FOOD BANKS $93,821 AND ASSISTANCE PROGRAMS THROUGHOUT MID-MICHIGAN A TOTAL OF $5,293. THIS WILL HELP TO SUPPORT COMMUNITY DEVELOPMENT AND FAMILIES IN NEED WITH FOOD AND PERSONAL SUPPLIES THROUGHOUT THE YEAR. 268770 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 MI X RONALD REARDON 5172677355 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS BOARD OF DIRECTORS, PRESIDENT 0.50 40.00 X X 0 1175039 326018 RAYNOR ZILLGITT BOARD OF DIRECTORS, SECRETARY 0.50 40.00 X X 0 251149 28352 BRANDALYNN WINCHESTER-MIDDLEBROOK BOARD OF DIRECTORS, TREASURER 2.00 40.00 X X 0 214604 18966 THERESA DUBIEL BOARD OF DIRECTORS 0.50 40.00 X 0 214041 17785 LINDA DOUGLAS BOARD OF DIRECTORS 0.50 40.00 X 0 187220 30127 0 2042053 421248 0 0 1 0 0 82208 114173 71026 267407 1298 1298 52267 82208 59928 -7661 -7661 261044 0 0 -6363 235814 235814 30000 30000 1313 1313 MISCELLANEOUS 1262 1262 SUPPLIES 381 381 268770 268770 0 0 768891 755890 275 768891 756165 5000 0 5000 0 X 641024 726883 122867 29282 763891 756165 768891 756165 -7726 0 X 0 0 0 X 177761 200600 244704 350041 267407 1240513 177761 200600 244704 350041 267407 1240513 739349 501164 103 1298 1401 1241914 220126 0.40350 0.41540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF OUTING 134475 82208 52267 0 8033 37864 0 300 13731 134475 82208 52267 8033 37864 300 13731 59928 -7661 1 GLEANER'S FOOD BANK 2131 BEAUFAIT DETROIT MI 48207 382156255 501(C)(3) 11900 0 COMMUNITY AID FOUR COUNTY COMMUNITY FOUNDATION GRANT 231 E ST CLAIR - PO BOX 539 ALMONT MI 48003 382736601 501(C)(3) 7500 0 GRANT FUNDS WILL BE USED IN SERVING THE EMERGING NEEDS OF OUR LOCAL COMMUNITY AND DEDICATED TO BRINGING TOGETHER HUMAN AND FINANCIAL RESOURCES TO SUPPORT EDUCATION HEALTH, COMMUNITY, YOUTH AND ADULT PROGRAMS. UNIVERISITY OF MICHIGAN IMPACT INVESTING GROUP 701 TAPPAN AVE ANN ARBOR MI 48109 834669375 501(C)(3) 12500 0 GRANT FUNDS SHALL BE USED TO EXPAND THE MICROLOAN FUND TO PROVIDE LOANS TO SMALL BUSINESS OWNERS. FORGOTTEN HARVEST 21800 GREENFIELD ROAD OAK PARK MI 48237 382926476 501(C)(3) 11900 0 COMMUNITY AID FOOD BANK OF EASTERN MI 2300 LAPEER ROAD FLINT MI 48503 382379678 501(C)(3) 12500 0 COMMUNITY AID FOOD GATHERERS 1 CARROT WAY ANN ARBOR MI 48105 382853858 501(C)(3) 11900 0 COMMUNITY AID GREATER LANSING FOOD BANK 5600 FOOD CT BATH MI 48808 382424756 501(C)(3) 18100 0 COMMUNITY AID FEEDING AMERICA WEST MI 864 WEST RIVER CENTER DRIVE COMSTOCK PARK MI 49321 382439659 501(C)(3) 12500 0 COMMUNITY AID SOUTH MI FOOD BANK 5451 WAYNE RD BATTLE CREEK MI 490377327 382445948 501(C)(3) 10000 0 COMMUNITY AID KALAMAZOO LOAVES & FISHES 901 PORTAGE STREET KALAMAZOO MI 49001 382420575 501(C)(3) 5021 0 COMMUNITY AID LOVE IN ACTION 6905 N 2ND ST KALAMAZOO MI 490098814 863344269 501(C)(3) 6000 0 COMMUNITY AID SOUTHWEST HOUSING SOLUTIONS 5716 MICHIGAN AVE B201 DETROIT MI 482103039 382324335 501(C)(3) 9600 0 COMMUNITY AID RECOVERY ADVOCATES IN LIVINGSTON 11026 KURTISS DR BRIGHTON MI 481149208 834218759 501(C)(3) 7418 0 COMMUNITY AID COMMUNITY CATALYSTS 422 E GRAND RIVER AVE HOWELL MI 488432325 815090376 501(C)(3) 10588 0 COMMUNITY AID GRAND HAVEN AREA COMMUNITY LAND TRUST 519 WASHINGTON AVE GRAND HAVEN MI 494171486 871965027 501(C)(3) 9594 0 COMMUNITY AID LOVE FOR A CHILD SUMMER CAMP 34 MECHANIC ST OXFORD MI 483714950 464942104 501(C)(3) 12000 0 COMMUNITY AID EASTSIDE COMMUNITY ACTION NETWORK 1001 DAKIN ST LANSING MI 489121911 651276049 501(C)(3) 6000 0 COMMUNITY AID VETERANS OWNED BUSINESS ROUNTABLE 7205 STERLING PONDS CT STERLING HEIGHTS MI 48312 453087103 501(C)(3) 8000 0 COMMUNITY AID 18 FOUNDATION SCHOLARSHIP 6 30000 PART I, LINE 2: THE LAKE TRUST FOUNDATION ACCEPTS REQUESTS FOR GRANT AND PROGRAM SUPPORT THROUGH AN APPLICATION VIA OUR WEB SITE AT HTTPS://LAKETRUST.ORG/FOUNDATION/. REQUIREMENTS AND ELIGIBILITY FOR REQUESTING SUPPORT IS AVAILABLE ON THE WEBSITE DURING THE PROGRAM OR GRANT REQUEST PERIOD. 0 0 0 0 0 0 0 0 0 DAVID SNODGRASS BOARD OF DIRECTORS, PRESIDENT 0 699439 0 450500 0 25100 0 306452 0 19566 0 1501057 0 312500 RAYNOR ZILLGITT BOARD OF DIRECTORS, SECRETARY 0 240756 0 9493 0 900 0 12739 0 15613 0 279501 0 0 BRANDALYNN WINCHESTER-MIDDLEBROOK BOARD OF DIRECTORS, TREASURER 0 205666 0 8038 0 900 0 10741 0 8225 0 233570 0 0 THERESA DUBIEL BOARD OF DIRECTORS 0 205224 0 7917 0 900 0 10760 0 7025 0 231826 0 0 LINDA DOUGLAS BOARD OF DIRECTORS 0 179472 0 7148 0 600 0 9592 0 20535 0 217347 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY FOUNDATION PRESIDENT, FOUNDATION TREASURER, LAKE TRUST CU EVP FINANCE, TREASURY & CORP SERVICES, LAKE TRUST CU AVP ACCOUNTING, AND LAKE TRUST CU ACCOUNTANT III. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CREDIT UNIONS CHARTERED IN THE STATE OF MI 222 LAKE TRUST CREDIT UNION 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 381250516 CREDIT UNION MI 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKE TRUST CREDIT UNION C 114173 CASH PAYMENT