2024-11-15T08:14:05-05:00 2023-12-31 383435918 RUKKILA NEGRO AND ASSOCIATES CPAS PC 310 SHELDEN AVENUE HOUGHTON MI 499311964 990 2023-04-01 383223079 KEWEENAW COMMUNITY FOUNDATION KEWE 9064829673 417 QUINCY STREET SUITE 305 HANCOCK MI 49930 TREVOR SALATA TREASURER 9064829673 2024-11-14 true false PETER A NEGRO P01076084 9064826601 2024-11-14 2023 2024-10-15 13:58:12Z KIM SALMI 3800 PORTAGE COVE HOUGHTON MI 49931 9126867 false X WWW.K-C-F.ORG X 1994 MI THE MISSION OF THE KEWEENAW COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY, DEVELOP AND MANAGE PERMANENT ENDOWMENTS FROM A BROAD RANGE OF DONORS, AND AWARD CHARITABLE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN THE KEWEENAW PENINSULA. 12 12 0 20 0 9060 9024290 0 53752 97096 5481 62812 9126867 2100 108576 0 0 0 75 14044 84318 16144 192894 46668 8933973 836542 11839822 353230 1942336 483312 9897486 X THE MISSION OF THE KEWEENAW COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY, DEVELOP AND MANAGE PERMANENT ENDOWMENTS FROM A BROAD RANGE OF DONORS, AND AWARD CHARITABLE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN THE KEWEENAW PENINSULA. false false 111808 108576 DONOR SERVICES: ASSISTING DONORS TO REALIZE THEIR PHILANTHROPIC GOALS FOR CHARITABLE GIVING AND COMMUNITY IMPACT. COMMUNITY IMPACT: WORKING TO BUILD A COMMUNITY ENDOWMENT TO SUPPORT CHANGING COMMUNITY NEEDS AND OPPORTUNITIES. COMMUNITY COLLABORATION: WORKING WITH OUR COMMUNITY PARTNERS TO COLLABORATE ON SHARED GOALS FOR A THRIVING COMMUNITY. 111808 true true false false false true false false true true true false false false true false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 8 0 true 0 false false false false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false false true true true true true true false false MI X ROBIN MENEGUZZO 9064829673 400 QUINCY ST SUITE 305 HANCOCK MI 49930 X JOHN LEHMAN PRESIDENT 1.00 X X 0 0 0 ANDY COSTIC TREASURE/VIC 1.00 X X 0 0 0 SHARON FISHER SECRETARY 1.00 X X 0 0 0 GEORGE TWARZIK TRUSTEE 1.00 X 0 0 0 MATT KRAUSE TRUSTEE 1.00 X 0 0 0 IOLA BRUBAKER TRUSTEE 1.00 X 0 0 0 KIM SALMI TRUSTEE 1.00 X 0 0 0 KELLY KAMM TRUSTEE 1.00 X 0 0 0 CASSY TEFFT DE MUNOZ TRUSTEE 1.00 X 0 0 0 JODI SANTEFORD TRUSTEE 1.00 X 0 0 0 RICHARD PROBST TRUSTEE 1.00 X 0 0 0 ROBIN MENEGUZZO EXECUTIVE DI 5.00 X 0 0 0 TREVOR SALATA TREASURER 0.00 X 0 0 0 false false false 9024290 8749426 9024290 86428 86428 10668 10668 10668 10668 ADMINISTRATIVE FEES 5481 5481 5481 9126867 102577 108576 108576 38041 38041 375 375 2610 2610 30237 30237 4597 4597 1685 1685 267 267 800 800 1000 1000 VENUE RENTAL 3202 3202 BANK AND CREDIT CARD FEES 899 899 TRAINING 500 500 MISC 75 75 30 30 192894 111808 81011 75 176802 182717 380 60 648 648 659740 11656665 836542 11839822 23639 67813 353230 390837 1460047 353230 1942336 X 483312 9897486 483312 9897486 836542 11839822 X 8933973 553816 -65000 -8615 X false true X true false X 220265 238033 2077 9060 274864 744299 220265 238033 2077 9060 274864 744299 197214 547085 327563 298740 62817 13664 86428 789212 5481 5481 1538992 0.35550 0.51660 X SUPPORTING SCHEDULE INVESTMENTS 8,749,426 PART II, LINE 10 5,481 SUPPLEMENTAL INFORMATION PART II, LINE 10. OTHER INCOME CONSISTS OF AMOUNTS RECEIVED FOR ADMINISTRATIVE SERVICES. THESE ARE PRIMARILY FEES FOR SERVING AS A TRUSTEE FOR A UNITRUST AND PERIODICALLY THERE ARE ALSO FEES FOR ACTING AS A FIDUCIARY FOR GRANTS RECEIVED BY OTHER LOCAL NON-PROFIT ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 1345614 31100 1468153 true true true 353230 40726 3119 390837 true X 7329107 837655 109398 128196 7929168 7836191 2487 540781 17536 8287638 74285 5234772 235903 2787861 245558 176787 7836191 5952655 415033 -554703 377471 200742 5234772 0.54060 0.45940 false false 648 648 COMM. FDN. OF THE UP (CFUP) PAYABLE 497009 CHARITABLE REMAINDER(CRUT) LIABILITY 357444 ANNUITY PAYMENT LIABILITY 357212 REFUNDABLE ADVANCES (CRUT) 248382 1460047 9672068 553816 -8615 545201 9126867 9126867 192894 192894 192894 SCHEDULE D, PAGE 2, PART IV, LINE 1B AGENCY ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS RECEIVED FROM NON-PROFIT ORGANIZATIONS THAT DESIGNATE THEMSELVES AS BENEFICIARIES. ACCORDINGLY, AGENCY ENDOWMENT FUNDS ARE REPORTED AS LIABILITIES RATHER THAN NET ASSETS OF THE FOUNDATION. SCHEDULE D, PAGE 2, PART IV, LINE 2B AGENCY ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS RECEIVED FROM NON-PROFIT ORGANIZATIONS THAT DESIGNATE THEMSELVES AS BENEFICIARIES. ACCORDINGLY, AGENCY ENDOWMENT FUNDS ARE REPORTED AS LIABILITIES RATHER THAN NET ASSETS OF THE FOUNDATION. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,615 false AHMEEK VILLAGE VOLUNTEER FIRE & RES 111 VIVIAN ST AHMEEK MI 49901 851254853 3 7460 BOOK GENARAL SUPPORT COMMUNITY ALLIANCE FOR PROGRESSIVE 215 VIVAN ST HANCOCK MI 49930 461480401 3 10000 BOOK EDUCATIONAL SUPPORT COPPER SHORES COMMUNITY HEALTH 400 QUINCY ST PO BOX 299 HANCOCK MI 49930 383022945 3 10300 BOOK GENERAL SUPPORT HOUGHTON HIGH SCHOOL 1603 GUNDLACH RD HOUGHTON MI 49931 386001486 GOV 7600 BOOK EDUCATIONAL SUPPORT PORTAGE LAKE DISTRICT LIBRARY 58 HURON ST HOUGHTON MI 49931 381775567 GOV 12200 BOOK GENERAL SUPPORT SIMPLE KINDNESS FOR YOUTH 809 HECLA ST HANCOCK MI 49930 800551359 3 5500 BOOK EDUCATIONAL SUPPORT WESTERN UP PLANNING AND DEVELOPMEN 400 QUINCY ST 8TH FLOOR HANCOCK MI 49930 381879927 GOV 10000 BOOK COMMUNITY SUPPORT 7 SCHEDULE I, PAGE 1, PART I, LINE 2 THE BOARD REVIEWS AND APPROVES ALL GRANT REQUESTS AND AWARDS. X 1 8749426 FMV ON TRANSFER DATE false false false FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE KEWEENAW COMMUNITY FOUNDATION IS TO PROMOTE PHILANTHROPY, DEVELOP AND MANAGE PERMANENT ENDOWMENTS FROM A BROAD RANGE OF DONORS, AND AWARD CHARITABLE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN THE KEWEENAW PENINSULA. FORM 990, PAGE 6, PART VI, LINE 11B 990 IS REVIEWED BY THE TREASURER, BOARD CHAIRMAN, AND EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO TRUSTEES, VOLUNTEER COMMITTEE MEMBERS, PROFESSIONAL ADVISORY COUNCIL MEMBERS AND FOUNDATION STAFF. QUESTIONNAIRES ARE COMPLETED ANNUALLY DESCRIBING BUSINESS, ASSOCIATION OR ORGANIZATIONAL RELATIONSHIPS AS WELL AS ANY ACTUAL OR PROPOSED BUSINESS DEALINGS WITH THE FOUNDATION WHICH COULD CREATE A CONFLICT OF MATERIAL INTEREST OR APPEARANCE OF CONFLICT. THE BOARD IS RESPONSIBLE FOR REVIEWING POTENTIAL CONFLICTS, BUT ANYONE COVERED BY THE POLICY IS REQUIRED TO DISCLOSE THE EXISTENCE OF OR POTENTIAL CONFLICT OF INTEREST WITH ANY TRANSACTION, REFRAIN FROM PERSONALLY INFLUENCING BOARD ACTION ON SUCH A TRANSACTION, AND RECUSE THEMSELVES FROM DISCUSSION OR DECISIONS ON THE SUBJECT TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION POLICY OF THE FOUNDATION INCLUDES THE REVIEW AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILAR POSITIONS AND GEOGRAPHIC AREA, AND DOCUMENTATION OF THE EXECUTIVE DIRECTOR REVIEW AND COMPENSATION DECISIONS. THE FOUNDATION FOLLOWS A YEARLY REVIEW PROCESS FOR OTHER STAFF MEMBERS - NONE OF WHICH FALL UNDER THE IRS DEFINITION OF "KEY EMPLOYEE". FORM 990, PAGE 6, PART VI, LINE 19 ALL POLICIES, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE FORM 990, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,615