2023-08-01T15:43:47-05:00 2022-12-31 381910111 UHY ADVISORS MI INC 1979 HOLLAND AVE SUITE A PORT HURON MI 48060 990 2022-01-01 382736601 FOUR COUNTY COMMUNITY FOUNDATION FOUR 8107980909 PO BOX 539 ALMONT MI 48003 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 8107980909 2023-07-14 1 KATHY WHITE-DICKENS 999009999 0 JESSICA WALZ P01227819 8109843829 2023-07-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY WHITE-DICKENS PO BOX 539 ALMONT MI 480030539 1185023 0 X WWW.4CCF.ORG X 1987 MI FOUR COUNTY COMMUNITY FOUNDATION IS COMMITTED TO SERVING THE CURRENT AND EMERGING NEEDS OF OUR LOCAL COMMUNITY, CONTINUING THE TRADITION OF PHILANTHROPY BEGUN GENERATIONS AGO. THE FOUNDATION IS DEDICATED TO BRINGING TOGETHER HUMAN AND FINANCIAL RESOURCES TO SUPPORT PROGRESSIVE IDEAS IN EDUCATION, HEALTH, COMMUNITY, YOUTH AND ADULT PROGRAMS. THE FOUNDATION PROVIDES A SECURE FLEXIBLE VEHICLE FOR INDIVIDUALS, FAMILIES, FOUNDATIONS AND ORGANIZATIONS TO POSITIVELY IMPACT THE QUALITY OF LIFE IN OUR COMMUNITY. THE FOUNDATION RECOGNIZES THAT IN ORDER TO MEET ITS COMMITMENTS TO THE COMMUNITY IT SERVES IT MUST SEEK GROWTH THROUGH ITS PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS. 18 18 5 40 0 0 1622710 654769 0 0 7427792 488598 5298 4731 9055800 1148098 585089 688030 0 0 182706 197488 0 0 41903 217248 322115 985043 1207633 8070757 -59535 24732011 20074664 1139384 1001835 23592627 19072829 SEE SCHEDULE O 0 0 753461 688030 THERE ARE MANY FUNDS THAT WERE CREATED BY INDIVIDUALS, FAMILIES, CORPORATIONS, AND NONPROFIT ORGANIZATIONS TO BENEFIT THE COMMUNITY THROUGH GRANTS TO OTHER LOCAL NONPROFIT ORGANIZATIONS, GOVERNMENTAL AGENCIES, AND EDUCATIONAL ORGANIZATIONS. ALL GRANTS ARE CREATED TO HELP BENEFIT THE COMMUNITY FOR ALL AGE GROUPS. 67530 COMMUNITY INITIATIVES INCLUDE A STUDY OF TRANSPORTATION NEEDS OF SENIOR CITIZENS, A CHILDHOOD LITERACY PROGRAM, AND HOLIDAY ASSISTANCE TO LOW-INCOME FAMILIES WHO HAVE CHILDREN WITH SPECIAL NEEDS. N/A 820991 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X X KATHY WHITE-DICKENS 8107980909 PO BOX 539 ALMONT MI 480030539 JASON VERLINDE TRUSTEE 1.00 X 0 0 0 MITCH BLONDE TRUSTEE 1.00 X 0 0 0 GREGORY BRYNAERT TRUSTEE 1.00 X 0 0 0 BEVERLY WHEELIHAN TRUSTEE 1.00 X 0 0 0 MARYROSE CLARK TRUSTEE 1.00 X 0 0 0 DR CLIFTON CLENDENAN TRUSTEE 1.00 X 0 0 0 BRYAN CLOUTIER TRUSTEE 1.00 X 0 0 0 TRICIA DENNIS TRUSTEE 1.00 X 0 0 0 BRIDGITT MCCAUGHEY TRUSTEE 1.00 X 0 0 0 SHARON MUIR TRUSTEE 1.00 X 0 0 0 NANCY PARSCH TRUSTEE 1.00 X 0 0 0 CHAD STOLDT TRUSTEE 1.00 X 0 0 0 SYDNEY LIVINGSTON YAC CO-PRESIDENT 1.00 X 0 0 0 AVIS SCHAPMAN YAC CO-PRESIDENT 1.00 X 0 0 0 NANCY BATES TRUSTEE 1.00 X 0 0 0 LINDA STOUT TRUSTEE 1.00 X 0 0 0 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 40.00 X 92000 0 7822 BRET SCHAPMAN CHAIRPERSON 2.00 X 0 0 0 PEGGY DOMENICK-MUSCAT TREASURER 2.00 X 0 0 0 CONSTANCE BRZOZOWSKI SECRETARY 1.00 X 0 0 0 KENNETH HUMMEL VICE - CHAIRPERSON 1.00 X 0 0 0 92000 0 7822 0 0 0 0 0 10142 2000 642627 79182 654769 375294 375294 142296 28992 113304 113304 113304 5585 10142 7933 -2348 -2348 AGENCY FUND ADMIN FEE 900099 6887 6887 CSV INCREASE 900099 192 192 7079 1148098 120383 0 372946 355730 355730 332300 332300 100014 5181 87062 7771 81698 27328 44704 9666 2091 740 1226 125 383 128 208 47 13302 2456 9559 1287 4963 3433 1530 19643 4714 12965 1964 32471 32471 52450 32013 20437 82516 82516 17997 2332 8437 7228 25545 9936 11442 4167 16933 4064 11176 1693 4141 994 2733 414 942 226 622 94 9660 2318 6376 966 1971 473 1301 197 PROGRAM EXPENSES 35518 35518 DUES AND SUBSCRIPTIONS 9518 2284 6282 952 MISCELLANEOUS 4045 2256 1789 0 DONOR DEVELOPMENT 3802 3802 1207633 820991 344739 41903 200 200 916764 827211 556660 362300 21806 24815 262270 115056 151663 147214 23080906 18566077 4012 146847 24732011 20074664 56021 22086 178935 163770 42307 61702 862121 681330 0 72947 1139384 1001835 X 23583682 19063884 8945 8945 23592627 19072829 24732011 20074664 X -59535 -4468479 8216 X X 0 1 X 1 0 X 332076 1185955 722578 1622710 654769 4518088 332076 1185955 722578 1622710 654769 4518088 4518088 341994 418810 336187 430921 375294 1903206 223 5298 4731 10252 6431546 223 0.70250 0.69590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CSV INCREASE - 2018 AMOUNT: $ 223. 2022 AMOUNT: $ 192. GOLF OUTING - 2021 AMOUNT: $ 2,021. 2022 AMOUNT: $ -2,348. AGENCY FUND ADMIN FEE - 2021 AMOUNT: $ 3,277. 2022 AMOUNT: $ 6,887. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 112 72334 467879 62650 416916 1372382 10665480 1 1 0 1 X 22970952 457729 -3940859 622579 11484 328179 18525578 19391978 1436326 2928992 482883 10770 292691 22970952 17429166 624242 2061124 447468 41085 234001 19391978 14187783 1124428 2902773 517260 5661 262897 17429166 15770623 225346 -1072521 368413 1457 241138 14312442 1.00000 0 0 40000 40000 195751 103646 92105 26519 11410 15109 147214 REPAYABLE GRANT 72947 72947 -3352852 -4468479 -4468479 1115627 32471 32471 1148098 1166946 0 1166946 32471 8216 40687 1207633 PART IV, LINE 2B: THESE FUNDS ARE REPORTED IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS CODIFICATION STATEMENT 605, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS." IF A NOT-FOR-PROFIT ORGANIZATION ESTABLISHES, WITH ITS OWN FUNDS, A FUND AT THE FOUNDATION AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND, THE FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS AN AGENCY TRANSACTION. THE FOUNDATION REFERS TO SUCH FUNDS AS AGENCY FUNDS. THE FOUNDATION MAINTAINS LEGAL OWNSERHIP OF AGENCY FUNDS AND, AS SUCH, CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE FOUNDATION. HOWEVER, A LIABILITY IS ALSO ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS. INVESTMENT EARNINGS OR LOSSES ALLOCATED TO THE FUNDS AND DISTRIBUTIONS PAID TO THE AGENCY ARE RECORDED AS INCREASES AND DECREASES TO THE LIABILITY. DISTRIBUTIONS FROM ENDOWED AGENCY FUNDS ARE SUBJECT TO THE CURRENT SPENDING POLICY OF THE FOUNDATION. PART XII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 8,216. PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART V - LINE 1A - BEGINNING BALANCE IN COLUMN C DOES NOT AGREE TO COLUMN D ENDING BALANCE AS CAPITAL ASSETS WERE INCLUDED IN THE PRIOR YEAR AS ENDOWED FUNDS AND ARE REMOVED FROM COLUMN C BALANCES. 0 ALMONT COMMUNITY SCHOOLS 4701 HOWLAND RD ALMONT MI 48003 386002157 19236 0 EDUCATIONAL GRANTS AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 131623888 501(C)(3) 6000 0 CAMP MIDICHA ARMADA AREA HISTORICAL SOCIETY 73930 CHURCH ST ARMADA MI 48005 383262433 501(C)(3) 10000 0 COMMUNITY HEART & SOUL CAPAC COMMUNITY SCHOOLS PO BOX 610 CAPAC MI 48014 386003585 22114 0 EDUCATIONAL GRANTS CHILD ADVOCACY CENTER OF LAPEER COUNTY 15 E GENESSEE ST LAPEER MI 48446 380262892 501(C)(3) 25000 0 CONFIDENTIAL INTAKE FACILITY DISCOVERY CENTER OF MACOMB 54 CHERRY ST MOUNT CLEMENS MI 48036 450998276 501(C)(3) 6000 0 HEALTHY MICHIGAN BADGECAMP FAMILY LITERACY CENTER PO BOX 485 LAPEER MI 48446 382642247 501(C)(3) 12500 0 FACILITY IMPROVEMENTS FRIENDS OF THE RAY TOWNSHIP LIBRARY & HISTORICAL SOCIETY 64255 WOLCOTT RD RAY MI 48096 202460295 501(C)(3) 7675 0 PROCTER CEMETERY RESTORATION GREATER LAPEER TRANSPORTATION AUTHORITY 230 MONROE ST LAPEER MI 48446 382721616 20000 0 IMLAY CITY MICRO-TRANSIT PILOT PROGRAM HURON-CLINTON METROPARKS FOUNDATION 13000 HIGH RIDGE DR BRIGHTON MI 48114 223898436 501(C)(3) 17350 0 FIELD TRIPS IMLAY CITY COMMUNITY SCHOOLS 634 W BORLAND RD IMLAY CITY MI 48444 386002213 19128 0 EDUCATIONAL GRANTS LOVE INC OF GREATER LAPEER 1680 N LAPEER RD LAPEER MI 48446 383379888 501(C)(3) 15000 0 HOUSING & UTILITIES PROGRAM MACOMB COUNTY ROTATING EMERGENCY SHELTER TEAM 20415 ERIN ST ROSEVILLE MI 48066 382842494 6000 0 SUPPORT FOR THE HOMELESS OXFORD FIRE DEPARTMENT 96 N WASHINGTON ST OXFORD MI 48371 381710580 10000 0 SMOKE DETECTORS ROMEO COMMUNITY SCHOOLS 316 N MAIN STREET ROMEO MI 48065 386002495 18150 0 ATHLETIC AWARDS DISPLAY SAMARITAN HOUSE 62324 VAN DYKE WASHINGTON MI 48094 383213283 501(C)(3) 6000 0 FOOD PANTRY SUPPORT SHELBY TOWNSHIP POLICE 52530 VAN DYKE AVE SHELBY TWP MI 48316 386025448 7764 0 WOMEN'S SELF-DEFENSE CLASSES & COMMUNITY SHRED DAY ST MARY MYSTICAL ROSE CATHOLIC COMMUNITY 24040 ARMADA RIDGE RD ARMADA MI 48005 381623400 10000 0 REMODEL / EXPAND FOOD PANTRY SUSIE Q'S KIDS INC 13116 IOWA DR WARREN MI 48088 832545476 501(C)(3) 7599 0 COMFORT BAGS TURNING POINT INC PO BOX 1123 MOUNT CLEMENS MI 48046 382292020 501(C)(3) 6000 0 WOMEN'S SHELTER SUPPORT EDUCATIONAL SCHOLARSHIPS 129 327300 PART I, LINE 2: BEFORE FUNDS ARE ISSUED, GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES "THE AGREEMENT IS A MECHANISM THAT ENSURES THAT FUNDS WILL BE USED SOLELY FOR THE PURPOSE AS STATED IN THE GRANT REQUEST". GRANTEES (EXCLUDING SCHOLARSHIP RECIPIENTS) ARE ALSO REQUIRED TO SUBMIT A FINAL GRANT REPORT, WHICH VERIFIES THAT THE PROJECT HAS TAKEN PLACE AND FUNDS HAVE BEEN SPENT IN THEIR ENTIRETY FOR THE AGREED-UPON PURPOSE, WITHIN 30 DAYS OF THE COMPLETION OF THE PROJECT. GRANTS FOR INDIVIDUAL SCHOLARSHIPS ARE SENT DIRECTLY TO THE RECIPIENT'S COLLEGE OR UNIVERSITY TO ENSURE THAT FUNDS ARE USED FOR THE PURPOSES GRANTED. X 1462 FMV X GOOGLE ADS 0 72098 FMV X GOLF PACKAGES 19 2022 FMV X SUBSCRIPTION TO CATCHAFIRE.ORG 1 2000 FMV X SUBSCRIPTION TO NETWORK FOR GOOD 1 1100 FMV X NEWSPAPER AD 1 500 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE BOARD HAS DELEGATED RESPONSIBILITY TO THE AUDIT/STANDARDS COMMITTEE TO REVIEW AND APPROVE FORM 990 PRIOR TO FILING. ANY INTERESTED BOARD MEMBER MAY ALSO REVIEW FORM 990 PRIOR TO SUBMISSION. THE FORM 990 IS THEN PRESENTED TO THE ENTIRE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: BOARD MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY. SIGNED POLICIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR AND BOARD MEMBERS. BOARD MEMBERS WILL ABSTAIN FROM VOTING IF AND WHEN ISSUES ARISE REGARDING CONFLICTS OF INTEREST WHICH ARE NOTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS: THE EXECUTIVE COMMITTEE EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY USING THE TOOLS AND PROCESS APPROVED BY THE BOARD OF TRUSTEES. THE HR COMMITTEE PROVIDES AN ANNUAL UPDATE OF COMMUNITY FOUNDATION SALARY SURVEY INFORMATION AND ANY OTHER AVAILABLE INFORMATION REGARDING MICHIGAN COMMUNITY FOUNDATIONS, CONSUMER PRICE INDEX, AND OTHER SALARY AND BENEFITS INFORMATION. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION TO BE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: ALL ORGANIZATIONAL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART XI, LINE 9: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 8,216. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN OVERSIGHT FROM THE PRIOR YEAR.