2024-04-25T16:38:11-04:00 2023-12-31 382706146 YEO & YEO PC 1450 EISENHOWER PLACE ANN ARBOR MI 481083283 990 2023-01-01 386070739 JACKSON COMMUNITY FOUNDATION JACK 5177871321 100 S JACKSON ST SUITE 200 JACKSON MI 49201 MONICA MOSER PRESIDENT/CEO 5177871321 2024-04-24 true MONICA MOSER 999009999 false JAMIE RIVETTE P01306226 7347691331 2024-04-24 2023 2023-04-26 12:10:37Z MONICA MOSER 100 S JACKSON ST STE 200 JACKSON MI 49201 10670666 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. 20 20 7 150 0 3696240 4175889 25000 25000 2223306 1283350 -560 -12376 5943986 5471863 2046087 2148853 0 426645 494508 0 130838 395425 395933 2868157 3039294 3075829 2432569 41945959 49567314 292277 268981 41653682 49298333 WE CONNECT PEOPLE AND RESOURCES TO CAUSES THAT STRENGTHEN AND BUILD OUR COMMUNITY FOR JACKSON FOR GOOD FOREVER. false false 2533515 2148853 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. 2533515 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 true false false false false false false false false true false false false false false false false false true 3 0 true 7 true false false false false false true true false false false false false false false false false X 20 20 false 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 130656 0 22134 ANTHONY BAKER TRUSTEE 1.00 X 0 0 0 FATIMA BASHIR TRUSTEE 1.00 X 0 0 0 KEVIN BROWN TRUSTEE 1.00 X 0 0 0 TOBIN DUNIGAN TRUSTEE 1.00 X 0 0 0 SARAH ERMATINGER TRUSTEE 1.00 X 0 0 0 MICHELLE FOWLER TREASURER 1.00 X 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 ADDISON RICHMOND TRUSTEE 1.00 X 0 0 0 TOVAH SHELDON TRUSTEE 1.00 X 0 0 0 STUART SMITH 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 BOARD CHAIR 1.00 X X 0 0 0 ANGELA WETHERBY TRUSTEE 1.00 X 0 0 0 130656 22134 1 false true false 14125 43000 4118764 2114309 4175889 ADMINISTRATION FEE 525920 25000 25000 25000 1069724 1069724 5397103 5183477 213626 213626 213626 2950 14125 15326 -12376 -12376 5471863 1308350 -12376 1992953 1992953 155900 155900 152788 43841 53008 55939 280787 103936 152335 24516 14940 8636 4302 2002 14695 4971 7684 2040 31298 13732 13419 4147 19100 19100 131669 131669 87165 35663 51502 19507 19507 20738 6049 6749 7940 42868 13289 21005 8574 3617 431 3186 18062 8777 8281 1004 8818 2733 4321 1764 12460 3863 6105 2492 PROFESSIONAL DUES 15578 15243 335 ENTERTAINMENT 5997 5997 BANK SERVICE FEES 3298 3298 CUSTODIAL 2400 744 1176 480 4656 331 4227 98 3039294 2533515 374941 130838 373972 180434 147308 200391 30841 18158 4297 2634 67478 29589 48331 37889 31249356 37841049 6778285 6779430 3313569 4507329 41945959 49567314 18888 18788 11958 26976 261431 223217 292277 268981 X 37119604 43408606 4534078 5889727 41653682 49298333 41945959 49567314 X 2432569 4553018 659064 X false true X true false X 1933167 3066300 7725663 3696240 4175889 20597259 1933167 3066300 7725663 3696240 4175889 20597259 9518716 11078543 618680 555091 876390 797276 1069724 3917161 14595 5885 4210 2950 27640 24542060 4041811 0.45140 0.42200 X PART II, LINE 10 24,690 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 264 661654 3494235 1011865 1141988 6168702 43398611 true true 30430899 3294940 4624747 2535411 35815175 34079502 3799555 -5089247 2358911 30430899 24972097 7058257 4057105 2007957 34079502 22505007 2705494 2646533 2884937 24972097 18233395 1598296 3598278 924962 22505007 1.00000 false false 67478 29589 37889 37889 ALTERNATIVES 6779430 F 6779430 BENEFICIAL INTEREST IN TRUSTS 4288068 RIGHT OF USE ASSET - OPERATING LEASE 219261 4507329 OPERATING LEASE NET CURRENT PORTION 183670 OPEARTING LEASE CURRENT PORTION 39547 223217 10219576 4553018 674390 5227408 4992168 101607 378088 479695 5471863 2868965 2868965 101607 68722 170329 3039294 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 659,064 FUNDRAISING EVENTS 15,326 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY UNREALIZED GAIN 227,215 AGENCY INTEREST & DIVIDENDS 47,270 AGENCY REALIZED GAIN 18,929 AGENCY GRANTS 84,674 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY GRANT EXPENSE 53,986 AGENCY INVESTMENT FEES 30,062 AGENCY TRANSFER 0 DIRECT FUNDRAISING EXPENSES -15,326 FALL GALA 17075 14125 2950 3045 10805 825 651 17075 14125 2950 3045 10805 825 651 15326 -12376 true AWARE INC 706 W MICHIGAN AVENUE JACKSON MI 49201 237118921 3 15000 PROJECTS BIG BROTHERS BIG SISTERS 536 N JACKSON ST JACKSON MI 49201 382221204 3 5239 MENTORS CATHOLIC CHARITIES OF JACKSON LENAWEE & HILLSDALE COUNTIES 3425 FRANCIS ST JACKSON MI 48903 381818593 3 5064 EXPANSION PLAN CENTER FOR FAMILY HEALTH 505 N JACKSON ST JACKSON MI 49201 383251354 3 30801 DESIGNATION CENTRAL MICHIGAN UNIVERSITY STUDENT SERVICES CENTER 2021 MT PLEASANT MI 48859 386004447 GOV 10000 SCHOLARSHIPS COLLEGE AND CAREER ACCESS CENTER 1082 JACKSON CROSSING MALL JACKSON MI 49202 271441054 3 60000 COMMUNITY NEEDS COMPASSIONATE MINISTRIES OF JACKSON COUNTY 3905 CLINTON RD JACKSON MI 49201 460811596 3 7500 FOOD NEEDS ELLA SHARP MUSEUM 3225 FOURTH ST JACKSON MI 49203 381785309 3 16765 DONOR ADVISED FAMILY SERVICE & CHILDREN'S AID 330 WEST MICHIGAN AVE JACKSON MI 49201 386088382 3 15000 OPERATIONAL SUPPORT FERRIS STATE UNIVERSITY 1201 S STATE ST CSCS101 BIG RAPIDS MI 49307 386005159 GOV 9500 SCHOLARSHIP FIRST IN MICHIGAN 5844 INDEPENDENCE LANE WEST BROOMFIELD MI 48322 331184695 3 500000 ROBOTICS GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DR ALLENDALE MI 49401 381684280 GOV 14400 SCHOLARSHIPS GREAT START COLLABORATIVE OF JACKSON COUNTY 6700 BROWNS LAKE RD JACKSON MI 49201 381710621 3 15000 COMMUNITY CONNECTORS GTR JACKSON HABITAT FOR HUMANITY 251 W PROSPECT JACKSON MI 49203 382878590 3 20000 NEIGHBORHOOD HANOVER-HORTON SCHOOL DISTRICT 10400 MOSCOW RD HORTON MI 49246 386001847 GOV 22250 SCHOLARSHIPS JACKSON COLLEGE 2111 EMMONS RD JACKSON MI 49201 381795703 GOV 31500 SCHOLARSHIPS JACKSON INTERFAITH SHELTER 414 S BLACKSTONE ST JACKSON MI 49202 382117378 3 20136 HOUSING JACKSON SYMPHONY ORCHESTRA 215 W MICHIGAN AVE JACKSON MI 49201 382146747 3 28374 AGENCY / CONCERT LEGAL SERVICES OF SOUTH CENTRAL MI 540 N JACKSON ST JACKSON MI 49201 381845444 3 15000 LEGAL SERVICES MICHIGAN STATE UNIVERSITY FINANCIAL AID OFFICE 252 STUDENT SERVICES BLDG EAST LANSING MI 48824 386005984 GOV 15500 SCHOLARSHIPS NONPROFIT NETWORK 2800 SPRINGPORT RD JACKSON MI 49202 383444092 3 25000 AGENCY SAVE OUR YOUTHHELP THEM PROSPER 110 LINCOLN CT JACKSON MI 49203 475664864 3 27225 YOUTH SERVICES SOUTHEASTERN DISPUTE RESOLUTION SERVICES 211 W GANTON ST STE 105 JACKSON MI 49201 453861988 3 15000 STAFFING EXPANSION 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 25242 DESIGNATION ST PAUL'S EPISCOPAL CHURCH 309 S JACKSON JACKSON MI 49201 381358005 3 10000 OUTREACH STUDENT ADVOCACY CENTER OF MICHIGAN 124 PEARL ST SUITE 504 YPSILANTI MI 48197 382058667 3 15000 EARLY TRUANCY UNIVERSITY OF MICHIGAN OFFICE OF FINANCIAL AID 515 E JEFFERSON 2011 STUDENT ACTIVITIES BLDG ANN ARBOR MI 48109 386006309 GOV 17500 SCHOLARSHIPS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 386007327 GOV 12000 SCHOLARSHIPS JACKSON SCHOOL OF THE ARTS ASSOCATI ON 135 W CORTLAND JACKSON MI 49024 383581314 3 22848 AGENCY/OPERATING UNIVERISTY OF ALABAMA 801 CAMPUS DRIVE TUSCALOOSA AL 35487 636001138 GOV 7000 SCHOLARSHIPS YPOP EXPLORERS 1106 CHITTOCK AVENUE JACKSON MI 49203 814766218 3 27500 COMMUNITY NEEDS DAHLEM CONSERVANCY 7117 S JACKSON ROAD JACKSON MI 49201 412155768 3 225990 DESIGNATION FIRST 200 BEDFORD STREET MANCHESTER NH 03101 222990908 3 100000 ROBOTICS JACKSON COUNTY PARKS ASSOCIATION 200 WEST GANSON STREET JACKSON MI 49201 383414195 GOV 24407 DESIGNATION JACKSON DISTRICT LIBRARY 244 W MICHIGAN AVE JACKSON MI 49201 382184437 GOV 8884 STORYWALK THE SHOP RAT FOUNDATION INC 133 W MICHIGAN AVE SUITE A JACKSON MI 49201 383700259 3 158391 ROBOTICS ANDY'S ANGELS 3522 SCHEELE DRIVE JACKSON MI 49202 800657078 3 7500 ANNUAL TRIP COLUMBIA CENTRAL JR HIGH SCHOOL 11775 HEWITT ROAD BROOKLYN MI 49230 386001837 GOV 7500 PROGRAM UMRC FOUNDATION 805 W MIDDLE ST CHELSEA MI 48118 383443089 3 20000 HOME REPAIR PROGRAM ST VINCENT DEPAUL SOCIETY 606 S WISNER ST JACKSON MI 49203 272168761 3 15476 DESIGNATION RESIDENTS IN ACTION 915 ORCHARD PLACE JACKSON MI 49203 902087181 3 11584 GRASSROOTS COALITION QUEEN OF MIRACULOUS MEDAL SCHOOL 811 S WISNER ST JACKSON MI 49203 381358402 3 7738 DESIGNATION PARTIAL TO GIRLS 116 W WILKINS JACKSON MI 49203 851394411 3 24084 AGENCY/OPERATIONS NEW SMILES NEW BEGINNINGS INC 320-1/2 ORANGE ST JACKSON MI 49202 921955059 3 7500 MOBILE DENTISTRY NAPOLEON HIGH SCHOOL 201 WEST AVE PO BOX 308 NAPOLEON MI 49261 386001864 GOV 7500 TRAVEL MICHIGAN THEATRE OF JACKSON 124 N MECHANIC ST JACKSON MI 49201 383138265 3 10000 AGENCY LUMEN CHRISTI CATHOLIC SCHOOL 3843 SPRING ARBOR ROAD JACKSON MI 49203 381865499 3 7737 TUITION ASSISTANCE JACKSON COUNTY DART 2121 FERGUSON ROAD JACKSON MI 49203 812997991 3 7500 RESPONSE VEHICLE UNITED WAY OF SOUTH CENTRAL MICHIGAN 536 N JACKSON ST JACKSON MI 49201 381359193 3 16264 AGENCY/DESIGNATION 50 SCHOLARSHIPS 79 155900 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 X false false false false false false false false false MONICA MOSER PRESIDENT/CEO 130656 16988 5146 152790 X 6 2114309 FAIR MARKET VALUE false true false 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 659,064