2023-05-15T11:39:03-04:00 2022-12-31 382706146 YEO & YEO PC 1450 EISENHOWER PLACE ANN ARBOR MI 481083283 990 2022-01-01 386070739 JACKSON COMMUNITY FOUNDATION JACK 5177871321 100 S JACKSON ST SUITE 200 JACKSON MI 49201 MONICA MOSER PRESIDENT/CEO 5177871321 2023-05-15 true MONICA MOSER 999009999 false JAMIE RIVETTE P01306226 7347691331 2023-05-15 2022 2023-04-26 12:10:37Z MONICA MOSER 100 S JACKSON ST STE 200 JACKSON MI 49201 17080426 false X WWW.JACKSONCF.ORG X 1948 MI THE PURPOSE OF THE JACKSON COMMUNITY FOUNDATION IS TO CONNECT PEOPLE AND RESOURCES TO CAUSES THAT STRENGTHEN AND BUILD OUR COMMUNITY. THE FOUNDATION DOES THIS BY BUILDING PERMANENT ENDOWMENT FUNDS TO SUPPORT ITS WORK AS A COMMUNITY GRANTMAKER AND COMMUNITY LEADER. 18 18 7 154 0 7725663 3696240 26500 25000 2175125 2223306 -8121 -560 9919167 5943986 1710596 2046087 0 384391 426645 0 108598 297044 395425 2392031 2868157 7527136 3075829 48220323 41945959 24262 292277 48196061 41653682 WE CONNECT PEOPLE AND RESOURCES TO CAUSES THAT STRENGTHEN AND BUILD OUR COMMUNITY FOR JACKSON FOR GOOD FOREVER. false false 2451258 2046087 25000 WE AWARD GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS, SCHOOL DISTRICTS, AND UNITS OF GOVERNMENT SERVICING JACKSON COUNTY, MICHIGAN. THE FOUNDATION CURRENTLY HAS SIX FOCUS AREAS FOR COMMUNITY NEEDS PRIORITIES FOR ITS GRANTMAKING THAT INCLUDE: FINANCIAL STABILITY, CULTURE OF EDUCATION, HEALTHY PEOPLE, ENVIRONMENTAL QUALITY, ECONOMIC PROSPERITY, AND ART, CULTURE & RECREATION. 2451258 true true false false false true false false false true true true false true true false true false false false false false false false true false false true true false false false false false false false false false true false false false false false false false false true 1 0 7 true false false false false false true true false false false false false false false false false X 18 18 true false false false false false false true true false false true true true true true true true true false MI X X X MONICA MOSER 5177871321 100 S JACKSON ST STE 200 JACKSON MI 49201 MONICA MOSER PRESIDENT/CE 40.00 X 125864 0 19178 TOBIN DUNIGAN TRUSTEE 1.00 X 0 0 0 SARAH ERMATINGER TRUSTEE 1.00 X 0 0 0 MICHELLE FOWLER TREASURER 1.00 X 0 0 0 CARYS FREUND TRUSTEE 1.00 X 0 0 0 JEREMY FREW TRUSTEE 1.00 X 0 0 0 FRANK LUSEBRINK JR TRUSTEE 1.00 X 0 0 0 JEFF KARMOL TRUSTEE 1.00 X 0 0 0 RICK MILLS TRUSTEE 1.00 X 0 0 0 VICTORIA MOORE TRUSTEE 1.00 X 0 0 0 SHEILA PATTERSON TRUSTEE 1.00 X 0 0 0 RANDY PURVIS CHAIR 1.00 X X 0 0 0 ADDISON RICHMOND TRUSTEE 1.00 X 0 0 0 SARAH RICHMOND PAST CHAIR 1.00 X 0 0 0 TOVAH SHELDON TRUSTEE 1.00 X 0 0 0 CARL SPAETH TRUSTEE 1.00 X 0 0 0 KEVIN SYKES TRUSTEE 1.00 X 0 0 0 RENELL WEATHERS TRUSTEE 1.00 X 0 0 0 ANGELA WETHERBY TRUSTEE 1.00 X 0 0 0 125864 19178 1 false false false 17200 18000 3661040 2585501 3696240 ADMINISTRATION FEE 525920 25000 25000 25000 797276 797276 12557700 11131670 1426030 1426030 1426030 4210 17200 4770 -560 -560 5943986 2248306 -560 1886387 1886387 159700 159700 145042 41484 50186 53372 238065 106896 120266 10903 6304 3935 1776 593 9405 3789 3774 1842 27829 12697 11584 3548 16525 16525 131416 131416 99682 58614 41068 15354 15354 21506 9379 7082 5045 42736 14103 20513 8120 2290 1436 854 13976 7459 2363 4154 8767 2893 4208 1666 4600 1518 2208 874 PROFESSIONAL DUES 15560 15385 175 AGENCY TRANSFER 6621 6621 TRUSTEE/STAFF DEVELOPMENT 5835 1386 4449 BANK SERVICE FEES 3803 3803 6754 1545 2257 2952 2868157 2451258 308301 108598 436813 373972 128465 147308 301684 30841 6075 4297 72474 24143 52219 48331 38045028 31249356 5330362 6778285 3919677 3313569 48220323 41945959 19984 18888 4278 11958 261431 24262 292277 X 42071459 37119604 6124602 4534078 48196061 41653682 48220323 41945959 X 3075829 -8753053 -865155 X false true X true false X 1329079 1933167 3066300 7725663 3696240 17750449 1329079 1933167 3066300 7725663 3696240 17750449 8759498 8990951 673233 618680 555091 876390 797276 3520670 11130 14595 5885 4210 35820 21306939 3644320 0.42200 0.43410 X PART II, LINE 10 35,820 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 253 1574692 2095430 965351 1087894 5723737 35962762 true true 34079502 3799555 -5089247 2358911 30430899 24972097 7058257 4057105 2007957 34079502 22505007 2705494 2646533 2884937 24972097 18233395 1598296 3598278 924962 22505007 19975062 693624 -1225811 1209480 18233395 1.00000 false false 72474 24143 48331 48331 ALTERNATIVES 6778285 F 6778285 BENEFICIAL INTEREST IN TRUSTS 3054522 RIGHT OF USE ASSET - OPERATING LEASE 259047 3313569 OPERATING LEASE NET CURRENT PORTION 223217 OPEARTING LEASE CURRENT PORTION 38214 261431 -3430484 -8753053 -860385 -9613438 6182954 99779 -338747 -238968 5943986 2707359 2707359 99779 61019 160798 2868157 SCHEDULE D, PAGE 2, PART V, LINE 4 THE JACKSON COMMUNITY FOUNDATION (THE FOUNDATION), A NONPROFIT ORGANIZATION TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), RECEIVES AND ADMINISTERS GIFTS AND BEQUESTS WHICH ARE USED TO SUPPORT A VARIETY OF PROGRAMS FOR THE BENEFIT OF LOCAL AREA RESIDENTS INCLUDING SCIENTIFIC, EDUCATIONAL, SOCIAL, CULTURAL, RECREATIONAL AND OTHER CHARITABLE ENDEAVORS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE BENEFICIAL TRUST -865,155 FUNDRAISING EVENTS 4,770 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY UNREALIZED LOSS -461,832 AGENCY INTEREST & DIVIDENDS 32,824 AGENCY REALIZED GAIN 90,261 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY GRANT EXPENSE 27,531 AGENCY INVESTMENT FEES 31,637 AGENCY TRANSFER 6,621 DIRECT FUNDRAISING EXPENSES -4,770 LEGACY GOLF OUT 21410 17200 4210 2150 2585 35 21410 17200 4210 2150 2585 35 4770 -560 true CENTER FOR FAMILY HEALTH 505 N JACKSON ST JACKSON MI 49201 383251354 3 27810 DESIGNATION CENTRAL MICHIGAN UNIVERSITY STUDENT SERVICES CENTER 2021 MT PLEASANT MI 48859 386004447 GOV 6000 SCHOLARSHIPS COLLEGE AND CAREER ACCESS CENTER 1082 JACKSON CROSSING MALL JACKSON MI 49202 271441054 3 67500 COMMUNITY NEEDS EASTERN MICHIGAN UNIVERSITY 403 PIERCE HALL YPSILANTI MI 48197 382953297 GOV 8000 SCHOLARSHIPS ELLA SHARP MUSEUM 3225 FOURTH ST JACKSON MI 49203 381785309 3 10218 ROOF FOR SHARP HOUSE FAMILY SERVICE & CHILDREN'S AID 330 WEST MICHIGAN AVE JACKSON MI 49201 386088382 3 27000 EDUCATION PROGRAM FERRIS STATE UNIVERSITY 1201 S STATE ST CSCS101 BIG RAPIDS MI 49307 386005159 GOV 7000 SCHOLARSHIP FIRST IN MICHIGAN 5844 INDEPENDENCE LANE WEST BROOMFIELD MI 48322 331184695 3 450953 ROBOTICS GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DR ALLENDALE MI 49401 381684280 GOV 12200 SCHOLARSHIPS HANOVER-HORTON SCHOOL DISTRICT 10400 MOSCOW RD HORTON MI 49246 386001847 GOV 26800 SCHOLARSHIPS JACKSON COLLEGE 2111 EMMONS RD JACKSON MI 49201 381795703 GOV 42000 SCHOLARSHIPS JACKSON COUNTY PARKS 1992 WARREN JACKSON MI 49203 386004845 GOV 141846 PICKLEBALL COURTS JACKSON INTERFAITH SHELTER 414 S BLACKSTONE ST JACKSON MI 49202 382117378 3 32268 HOUSING JACKSON SYMPHONY ORCHESTRA 215 W MICHIGAN AVE JACKSON MI 49201 382146747 3 15491 AGENCY / CONCERT MANY HANDS COMMUNITY SERVICES 1419 LOSEY AVE JACKSON MI 49203 842429042 3 25000 ADVOCACY MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE 252 STUDENT SERVICES BLDG EAST LANSING MI 48824 386005984 GOV 7500 SCHOLARSHIPS MY BROTHER'S KEEPER PO BOX 7 ALBION MI 49224 834614774 3 10000 EDUCATION NONPROFIT NETWORK 2800 SPRINGPORT RD JACKSON MI 49202 383444092 3 30500 AGENCY SAVE OUR YOUTHHELP THEM PROSPER 110 LINCOLN CT JACKSON MI 49203 475664864 3 16200 YOUTH SERVICES SPRING ARBOR UNIVERSITY 106 E MAIN ST SPRING ARBOR MI 49283 381359569 GOV 19000 SCHOLARSHIPS ST MARY'S STAR OF THE SEA 116 E WESLEY ST JACKSON MI 49201 381381289 3 17000 DESIGNATION ST PAUL'S EPISCOPAL CHURCH 309 S JACKSON JACKSON MI 49201 381358005 3 10000 OUTREACH UNITED WAY OF JACKSON COUNTY 536 N JACKSON ST JACKSON MI 49201 381368341 3 6952 DESIGNATION UNIVERSITY OF MICHIGAN OFFICE OF FINANCIAL AID 515 E JEFFERSON 2011 STUDENT ACTIVITIES BLDG ANN ARBOR MI 48109 386006309 GOV 28500 SCHOLARSHIPS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 GOV 6000 SCHOLARSHIPS ERACCE 2348 RING ROAD KALAMAZOO MI 49006 113726091 3 7500 ANTIRACISM TEAM JACKSON COLLEGE FOUNDATION 3000 BLAKE ROAD JACKSON MI 49202 382468643 3 20000 HOUSING JACKSON SCHOOL OF THE ARTS ASSOCATI ON 135 W CORTLAND JACKSON MI 49024 383581314 3 10652 OPERATING MY PLACE 406 BLACKSTONE JACKSON MI 49201 853079910 3 10000 PERSONAL GROWTH SAFE & JUST MICHIGAN 521 SEYMOUR AVE LANSING MI 48933 383520445 3 15000 VOTER RIGHTS THE FOUNDATION FOR MOTT COMMUNITY COLLEGE 1401 E COURT STREET FLINT MI 48503 382673057 3 30000 HOUSING UNIVERISTY OF ALABAMA 801 CAMPUS DRIVE TUSCALOOSA AL 35487 636001138 GOV 7000 SCHOLARSHIPS WELCOME HOME ORGANIZATION 823 NORTH MLK JR DRIVE JACKSON MI 49202 843678704 3 20000 SUCCESS TO VETERANS YPOP EXPLORERS 1106 CHITTOCK AVENUE JACKSON MI 49203 814766218 3 22000 COMMUNITY NEEDS ARTS AND CULTURAL ALLIANCE OF JACKSON COUNTY PO BOX 1463 JACKSON MI 49204 770612012 3 50000 DREAM MAKER GRANT BIRTH BRITE 1410 W GANSON STREET JACKSON MI 49204 853619934 3 10000 FOSTER CLOSET CHILD CARE NETWORK 3941 RESEARCH PARK DRIVE ANN ARBOR MI 48108 382160250 3 20000 FAMILY SERVICES DAHLEM CONSERVANCY 7117 S JACKSON ROAD JACKSON MI 49201 412155768 3 180000 DESIGNATION FIRST 200 BEDFORD STREET MANCHESTER NH 03101 222990908 3 100000 ROBOTICS GROW JACKSON 740 W MICHIGAN AVE JACKSON MI 49201 853704505 3 17014 GARDENS PROGRAM JACKSON COUNTY PARKS ASSOCIATION 200 WEST GANSON STREET JACKSON MI 49201 383414195 GOV 22038 DESIGNATION JACKSON DISTRICT LIBRARY 244 W MICHIGAN AVE JACKSON MI 49201 382184437 GOV 16535 STORYWALK LILY MISSIONS CENTER 1117 WG WADE DRIVE JACKSON MI 49204 383469813 3 20000 MINISTRY SUPPORT THE SHOP RAT FOUNDATION INC 133 W MICHIGAN AVE SUITE A JACKSON MI 49201 383700259 3 135000 ROBOTICS 46 SCHOLARSHIPS 78 159700 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANT AGREEMENTS OR AWARD LETTERS, DETAILING THE FOUNDATION'S EXPECTATION THAT FUNDS WILL BE USED ONLY FOR APPROVED PURPOSES, ACCOMPANY ALL FOUNDATION GRANTS. MOST GRANTEES MUST ALSO DEMONSTRATE HOW GRANT FUNDS ARE USED THROUGH A STANDARD REPORTING FORM. FOUNDATION STAFF USE GRANT REPORTING FORMS TO TRACK THE TIMELINESS AND EFFECTIVENESS/SUCCESS OF GRANTS AWARDED. THIS INFORMATION IS THEN SHARED WITH VARIOUS GRANT REVIEW COMMITTEES AND TRUSTEES OF THE BOARD IN ORDER TO MONITOR THE OUTCOMES OF GRANTS AWARDED AND ALSO TO IMPROVE THE GRANTMAKING PROCESS. X 8 2585501 FAIR MARKET VALUE false true false FORM 990, PAGE 6, PART VI, LINE 2 SARAH RICHMOND ADDISON RICHMOND FAMILY FORM 990, PAGE 6, PART VI, LINE 11B THE 990 WAS PROVIDED TO THE GOVERNING BODY BY ELECTRONIC MAIL BEFORE THE 990 WAS FILED. FORM 990, PAGE 6, PART VI, LINE 12C COI'S ARE COMPLETED BY STAFF, TRUSTEES, EMERITUS TRUSTEES, COMMUNITY MEMBERS AND VOLUNTEERS ANNUALLY AND ORIGINALS ARE KEPT ON FILE IN THE EXECUTIVE ASSISTANT/OFFICE MANAGER'S OFFICE. DECLARATIONS OF CONFLICTS ARE ALSO MADE AT EACH COMMITTEE AND BOARD OF TRUSTEES MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE COF SALARY SURVEY AND CURRENT JCF SALARY INFORMATION IS REVIEWED BY THE BOARD CHAIR. THE PRESIDENT & CEO COMPLETES A SELF- EVALUATION. THE BOARD OF TRUSTEES COMPLETE AN ANNUAL PRESIDENT & CEO EVALUATION SURVEY BASED ON JCF'S STRATEGIC DIRECTION AND PRIORITIES. THE RESULTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE FULL BOARD FOR A RECOMMENDATION AND APPROVAL. THE CHANGE IN SALARY INCLUDING BONUS IS PROVIDED BY THE BOARD CHAIR FOR THE HR FILE. FORM 990, PAGE 6, PART VI, LINE 15B THE COF SALARY SURVEY AND CURRENT JCF SALARY INFORMATION IS REVIEWED BY THE BOARD CHAIR. THE PRESIDENT & CEO COMPLETES A SELF- EVALUATION. THE BOARD OF TRUSTEES COMPLETE AN ANNUAL PRESIDENT & CEO EVALUATION SURVEY BASED ON JCF'S STRATEGIC DIRECTION AND PRIORITIES. THE RESULTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE FULL BOARD FOR A RECOMMENDATION AND APPROVAL. THE CHANGE IN SALARY INCLUDING BONUS IS PROVIDED BY THE BOARD CHAIR FOR THE HR FILE. FORM 990, PAGE 6, PART VI, LINE 19 THE JACKSON COMMUNITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 INCREASE IN ASSETS HELD FOR OTHERS 0 DECREASE IN ASSETS HELD FOR OTHERS -865,155 TOTAL -865,155