2024-02-08T14:34:49-05:00 2023-09-30 382706146 YEO & YEO PC P O BOX 248 ALMA MI 48801 990 2022-10-01 383087756 GRATIOT COUNTY COMMUNITY FOUNDATION GRAT 9898754222 168 E CENTER ST ITHACA MI 48847 JIM WHEELER TREASURER 9898754222 2024-02-08 true JIM WHEELER 999009999 false ALI N BARNES P01311128 9894636108 2024-02-08 2022 2023-04-26 12:10:37Z JIM WHEELER 136 S MAIN STREET ITHACA MI 48847 1226213 false X WWW.GRATIOTFOUNDATION.ORG X 1992 MI TO RECEIVE AND ACCEPT PROPERTY THAT WILL BE EXCLUSIVELY USED FOR CHARITABLE PURPOSES, PRIMARILY FOR THE BENEFIT OF GRATIOT COUNTY RESIDENTS AND INSTITUTIONS. 18 18 4 18 0 514022 264883 13051 12372 651034 571982 3600 3900 1181707 853137 696565 694938 0 153977 162734 0 19445 147465 141646 998007 999318 183700 -146181 15134170 16159661 994186 1043852 14139984 15115809 TO RECEIVE AND ACCEPT PROPERTY THAT WILL BE EXCLUSIVELY USED FOR CHARITABLE PURPOSES, PRIMARILY FOR THE BENEFIT OF GRATIOT COUNTY RESIDENTS AND INSTITUTIONS. false false 791244 694938 12372 GRANTS AND SCHOLARSHIPS AWARDED FOR COMMUNITY PROJECTS AND PROGRAMS IN FIELDS OF EDUCATION, HEALTH, HUMAN SERVICES, ARTS, CULTURE AND COMMUNITY SERVICE. 791244 true true false false false true false false true true true false false false false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 1 0 true 4 true false false false false false true true false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true false true true false false MI X X CHELSEA HOLMES 9898754222 PO BOX 248 168 E CENTER ST ITHACA MI 48847 TIM LAMBRECHT PRESIDENT 1.00 X X 0 0 0 ALI BARNES VICE PRESIDE 1.00 X X 0 0 0 JIM WHEELER TREASURER 1.00 X X 0 0 0 LAURA BEVER SECRETARY 1.00 X X 0 0 0 MIKE MILLER DIRECTOR 1.00 X 0 0 0 NORA COLTHORP DIRECTOR 1.00 X 0 0 0 TRACI GAVENDA DIRECTOR 1.00 X 0 0 0 SANDY ALLEN DIRECTOR 1.00 X 0 0 0 PAULA MOEGGENBORG DIRECTOR 1.00 X 0 0 0 ELS DE SAEGHER DIRECTOR 1.00 X 0 0 0 JOHN POBANZ DIRECTOR 1.00 X 0 0 0 RICH RAMEREIZ DIRECTOR 1.00 X 0 0 0 RENEE SOPEL DIRECTOR 1.00 X 0 0 0 DR MICHAEL STACK DIRECTOR 1.00 X 0 0 0 ERIN STEWARD DIRECTOR 1.00 X 0 0 0 DR SARA WASSENAAR DIRECTOR 1.00 X 0 0 0 CAROLYN STUDLEY DIRECTOR 1.00 X 0 0 0 REV DR ANDREW POMERVILLE DIRECTOR 1.00 X 0 0 0 CHELSEA HOLMES EXECUTIVE DI 40.00 X 86750 0 0 86750 false false false 264883 10204 264883 ADMINISTRATIVE FEES 525920 12372 12372 12372 353061 353061 591997 373076 218921 218921 218921 MISCELLANEOUS INCOME 561000 3900 3900 3900 853137 588254 516738 516738 178200 178200 66315 16579 43105 6631 84806 21201 55124 8481 11613 2903 7549 1161 12550 12550 50867 50867 2322 2322 390 390 8323 8323 28301 28301 1200 1200 4588 4588 4087 4087 UTILITIES AND FUEL 6720 6720 MISCELLANEOUS EXPENSE 6364 548 5816 DUES AND SUBSCRIPTIONS 4578 4578 SERVICE PROJECTS 4208 4208 7148 3976 3172 999318 791244 188629 19445 224129 107635 209420 211402 2750 2500 4839 4983 278570 63263 219894 215307 14338647 15482197 134491 135637 15134170 16159661 7305 7280 166518 144199 820363 892373 994186 1043852 X 14004243 14979171 135741 136638 14139984 15115809 15134170 16159661 X -146181 1120859 1147 X false true X true false X 338403 515510 327783 514022 259883 1955601 338403 515510 327783 514022 259883 1955601 579541 1376060 428663 312078 344266 379828 370433 1835268 3790869 1431754 0.36300 0.39050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 107 36801 202829 30350 675661 1315224 12919464 true true false true X 13545960 264883 1641974 964682 14488135 16362135 536872 -2376192 976855 13545960 14149478 351783 2633813 772939 16362135 13300443 515820 1096432 763217 14149478 13268405 395236 472920 836118 13300443 1.00000 false false 102400 102400 151990 39083 112907 24180 24180 215307 1924276 1120859 1147 1122006 802270 50867 50867 853137 948451 948451 50867 50867 999318 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE FOUNDATION HOLDS AMOUNTS ON BEHALF OF OTHERS. THE FUNDS ARE SET UP BY UNAFFILIATED NON-PROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT WITH THE FOUNDATION. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUND CONSISTS OF FUNDS THAT HAVE BEEN ESTABLISHED BY A GIFT INSTRUMENT DESCRIBING EITHER THE GENERAL OR SPECIFIC PURPOSE FOR WHICH GRANTS FROM THE INDIVIDUAL FUNDS ARE TO BE MADE. THE INDIVIDUAL FUNDS HAVE BEEN CLASSIFIED AND REPORTED AS FOLLOWS: DESIGNATED - FUNDS RESTRICTED BY DONORS TO SUPPORT SPECIFIC CHARITABLE ORGANIZATIONS. FIELD-OF-INTEREST - RESOURCES USED TO SUPPORT SPECIFIC AREAS SUCH AS COMMUNITY DEVELOPMENT, THE PERFORMING ARTS, HEALTH CARE, SERVICES FOR THE ELDERLY, OR PROGRAMS FOR YOUTH. DONOR ADVISED - RESOURCES FOR WHICH THE DONORS ARE ACTIVE PARTICIPANTS IN THE GIVING PROCESS, SHARING THEIR INSIGHTS AND PREFERENCES WITH THE FOUNDATION'S TRUSTEES AS FUND DISTRIBUTIONS ARE MADE. SCHOLARSHIP - RESOURCES USED TO HELP AREA STUDENTS COMPLETE THEIR EDUCATION. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF CHARTIABLE REMAINDER TRUST 1,147 true ALMA HIGHLAND FESTIVAL 110 W SUPERIOR STREET ALMA MI 48801 386004532 GOV 6250 RENOVATIONS ALMA PUBLIC SCHOOLS 1500 N PINE AVENUE ALMA MI 48801 386001335 GOV 7500 FOOTBALL FIELD ASHLEY COMMUNITY SCHOOLS 104 NEW STREET PO BOX 6 ASHLEY MI 48806 386001353 GOV 15400 STUDENT SUPPORT BRECKENRIDGE ELEMENTARY SCHOOL 515 SUMMIT STREET BRECKENRIDGE MI 48615 386001425 GOV 15400 STUDENT SUPPORT CARRIE KNAUSE ELEMENTARY 121 I AND K STREETS ST LOUIS MI 48880 386001334 GOV 15400 STUDENT SUPPORT CHILD ADVOCACY 515 N STATE ST ALMA MI 48801 382179785 3 6900 PROGRAM EDUCATION FULTON ELEMENTARY 8060 ELY HIGHWAY MIDDLETON MI 48856 386001363 GOV 15235 STUDENT SUPPORT ITHACA NORTH ELEMENTARY SCHOOL 201 E ARCADA STREET ITHACA MI 48847 386001368 GOV 15400 STUDENT SUPPORT ITHACA SOUTH ELEMENTARY SCHOOL 400 WEBSTER ITHACA MI 48847 386001368 GOV 15400 STUDENT SUPPORT EUGENE M NIKKARI ELEMENTARY 301 W STATE STREET ST LOUIS MI 48880 386001334 GOV 15400 STUDENT SUPPORT PARDEE CANCER TREATMENT FUND OF GRA TIOT COUNTY 315 E WARWICK DRIVE ALMA MI 48801 383532130 3 6000 PATIENT TRANSPORTION SENIOR ACTIVITY BUILDING BOARD 1011 E NORTH STREET ITHACA MI 48847 383148976 3 10000 DESIGNATED CITY OF ALMA 525 EAST SUPERIOR ALMA MI 48801 386004532 GOV 175000 PARK RESTROOM GRATIOT EMERGENCY HOUSING CORP 614 N STATE STREET ALMA MI 48801 237109939 3 6000 HOUSING ASSISTANCE ALMA POLICE DEPARTMENT 525 EAST SUPERIOR ALMA MI 48801 386004532 GOV 15000 PUBLIC SAFTEY ITHACA PUBLIC SCHOOLS 201 E ARCADA ST ITHACA MI 48847 386001368 GOV 8800 STUDENT SUPPORT ST LOUIS AREA FIRE DEPARTMENT 300 NORTH MILL STREET ST LOUIS MI 48880 383582367 GOV 15000 PUBLIC SAFTEY GRATIOT COUNTY FAIR FOR YOUTH 701 S LINCOLN AVE ALMA MI 48801 386109129 3 20465 FAIR SUPPORT ST LOUIS PUBLIC SCHOOLS 113 E SAGINAW ST LOUIS MI 48880 386001334 GOV 7344 STUDENT SUPPORT GRATIOT COUNTY ANIMAL SHELTER 2675 W WASHINGTON RD ITHACA MI 48847 386004853 GOV 6000 ANIMAL CARE GRATIOT COUNTY CENTRAL DISPATCH AUT HORITY 1375 S COUNTY FARM DR ITHACA MI 48847 386004853 GOV 7350 COMPUTER EQUIPMENT GRATIOT EMERGENCY SERVICES AUTHORIT Y 129 W EMERSON STREET ITHACA MI 48847 301268723 GOV 14834 PUBLIC SAFETY HEALTHY PINE RIVER INC 5375 BLUE HERON DRIVE ALMA MI 48801 475359441 3 7500 RESEARCH HIS PLACE FAMILY ENRICHMENT CENTER 200 WEST SUPERIOR STREET ALMA MI 48801 237224003 3 15000 RENOVATIONS RISE ADVOCACY INC PO BOX 743 MT PLEASANT MI 48804 382270270 3 8000 PUBLIC SAFETY SEVENTH-DAY ADVENTIST CHURCH 1443 NORTH STATE ROAD ITHACA MI 48847 382491927 3 7000 STUDENT SUPPORT 26 SCHOLARSHIP 76 178200 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. FORM 990, PAGE 6, PART VI, LINE 11B THE RETURN WAS PRESENTED TO THE BOARD PRIOR TO FILING FOR THEIR REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C EACH TRUSTEE, OFFICER WITH BOARD DELEGATED POWERS, AND EMPLOYEE SHALL SIGN A DISCLOSURE STATEMENT AT THE BEGINNING OF THEIR TERM, WHICH, IN ADDITION TO PROVIDING DISCLOSURE OF EMPLOYMENT AND FINANCIAL INTEREST, AFFIRMS THAT SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTAND THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS SUBJECT TO ANNUAL REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 1,147