2025-05-05T14:51:11-05:00 2024-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2024-01-01 203841038 SOUTH HAVEN COMMUNITY FOUNDATION SOUT 2698154223 PO BOX 507 SOUTH HAVEN MI 490900507 ROGER BEGLIN TREASURER 2698154223 2025-05-05 1 1 ROBERT ALEX SCHAEFFER P01439018 2699830131 2025-04-29 2024 2025-03-06 01:10:19Z SOUTH HAVEN AREA COMMUNITY FOUNDATION ROGER BEGLIN PO BOX 507 SOUTH HAVEN MI 490900507 399129 0 X WWW.SOUTHHAVENCF.ORG X 2005 MI THE SOUTH HAVEN AREA COMMUNITY FOUNDATION IS DEDICATED TO ENRICHING THE QUALITY OF LIFE IN THE AREA BY SECURING ITS FUTURE THROUGH ENDOWMENTS. 18 18 0 18 0 0 377561 236698 0 34881 207486 127550 0 0 585047 399129 33840 218100 0 0 0 0 0 0 840 23177 68183 57017 286283 528030 112846 6025558 6612690 182938 168619 5842620 6444071 TO PROMOTE AND ENRICH THE QUALITY OF LIFE FOR ALL RESIDENTS IN THE GREATER SOUTH HAVEN AREA BY HONORING ITS HERITAGE, NURTURING ITS PRESENT, AND ENDOWING ITS FUTURE. 0 0 218100 218100 399129 GRANTS PROVIDED TO NON-PROFIT ORGANIZATIONS OR PROGRAMS BASED ON THE DONORS' WISHES, SUPPORTING THE GREATER SOUTH HAVEN AREA IN CHARITABLE, CULTURAL, EDUCATIONAL AND ECONOMIC DEVELOPMENT. 218100 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 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 0 0 0 MI X GREG BRENNER 2699833304 2900 SOUTH STATE STREET SUITE 2 ST JOSEPH MI 49085 X ROGER BEGLIN TREASURER 4.00 X X 0 0 0 JIM MARCOUX EXECUTIVE DIRECTOR 4.00 X 0 0 0 MATTHEW BO STREBECK MEMBER 2.00 X 0 0 0 MARY HOSLEY SECRETARY 2.00 X X 0 0 0 IDA SLEDGE MEMBER 2.00 X 0 0 0 DELORES ATKINS VICE PRESIDENT 2.00 X X 0 0 0 ANDREW BARNES MEMBER 2.00 X 0 0 0 KRISTI BEVEVINO MEMBER 2.00 X 0 0 0 DENE HADDEN MEMBER 2.00 X 0 0 0 TAMMARA HUDSON MEMBER 2.00 X 0 0 0 DAN LIEHR MEMBER 2.00 X 0 0 0 SUZANNE LOAFMAN MEMBER 2.00 X 0 0 0 THOMAS POWELL MEMBER 2.00 X 0 0 0 ROBERT STRAITS PRESIDENT 2.00 X X 0 0 0 JANICE VARNEY MEMBER 2.00 X 0 0 0 ANGELICA GALLEGOS-DICKERSON MEMBER 2.00 X 0 0 0 TOM RUMMEL MEMBER 2.00 X 0 0 0 ALIDA ZAMBONI MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 236698 236698 FUND ADMINISTRATION FE 523940 34881 34881 34881 127550 127550 399129 162431 0 0 X 218100 218100 23160 23160 33790 33790 1085 1085 1721 881 840 2100 2100 177 177 1060 1060 MEMBERSHIP/ORGANIZATION 5090 5090 286283 218100 67343 840 75165 13037 616276 300 300 0 0 5950393 5983377 6025558 6612690 49000 24500 133938 144119 182938 168619 X 5842620 6444071 5842620 6444071 6025558 6612690 112846 488605 0 X 0 1 X 1 0 X 1948774 730557 1204766 378552 238115 4500764 1948774 730557 1204766 378552 238115 4500764 4500764 40568 60254 98895 88948 155317 443982 754 754 4945500 0.91010 0.93980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 12367 13715 157235 1 1 4714076 186019 601347 230309 6012402 4429028 43526 266987 25465 4714076 3377862 807491 398984 131429 23880 4429028 3801974 429835 -691799 135739 26409 3377862 1646878 1846165 400100 63494 27675 3801974 0 0 300 300 0 0 FUNDS HELD FOR AGENCIES 144119 144119 X 887734 488605 488605 399129 0 399129 286283 0 286283 0 286283 PART V, LINE 4: THE SOUTH HAVEN COMMUNITY FOUNDATION MAINTAINS THE ENDOWMENT FUNDS TO SERVE THE GREATER SOUTH HAVEN AREA IN CULTURAL, EDUCATIONAL AND ECONOMIC DEVELOPMENT. THESE FUNDS PROVIDE SUPPORT TO SPECIFIC NONPROFIT ORGANIZATIONS OR PROGRAMS BASED ON THE DONORS' WISHES AND SUBJECT TO THE FOUNDATION BOARD'S DISCRETION AND APPROVAL. SPECIFIC DETAILS OF EACH FUND ARE AVAILABLE ON THE WEBSITE. PART X, LINE 2: MANAGEMENT HAS ELECTED TO APPLY THE PROVISIONS OF ASC 740-10-25-5. UNDER THIS ASC, AN ENTITY MUST DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED ON TECHNICAL MERITS OF THE POSITION. AT YEAR END THE FOUNDATION HAD NO KNOWN LIABILITY DUE TO THE UNCERTAINTY OF INCOME TAXES. 1 AL-VAN HUMANE SOCIETY 501(C)(3) 5000 0 PROJECT PROPOSAL BEAUTIFY PULLMAN PO BOX 231 PULLMAN MI 49450 853419890 501(C)(3) 5000 0 PROJECT PROPOSAL BLESSINGS IN A BACKPACK 501(C)(3) 37700 0 PROJECT PROPOSAL GRAND VALLEY STATE UNIVERSITY 501(C)(3) 10700 0 PROJECT PROPOSAL LAKE MICHIGAN COLLEGE - FINANCIAL AID 2755 E NAPIER AVENUE BENTON HARBOR MI 49022 381738980 501(C)(3) 9000 0 PROJECT PROPOSAL MICHIGAN MARITIME MUSUEM 260 DYCKMAN AVENUE SOUTH HAVEN MI 49090 382342806 501(C)(3) 18300 0 PROJECT PROPOSAL MICHIGAN STATE UNIVERSITY - FINANCIAL AID OFFICE 501(C)(3) 5100 0 PROJECT PROPOSAL PRIMAL OUTFITTERS INC 501(C)(3) 8000 0 PROJECT PROPOSAL SOUTH HAVEN CENTER FOR THE ARTS 501(C)(3) 10700 0 PROJECT PROPOSAL SOUTH HAVEN SCOTT CLUB 501(C)(3) 10000 0 PROJECT PROPOSAL THE AVENUE FAMILY NETWORK DBA CARING CONNECTIONS 501(C)(3) 10000 0 PROJECT PROPOSAL UNIVERSITY OF MICHIGAN - OFFICE OF FINANCIAL AID 501(C)(3) 7000 0 PROJECT PROPOSAL WE CARE INC 06321 BLUE STAR HIGHWAY SOUTH HAVEN MI 49090 382463936 501(C)(3) 5000 0 PROJECT PROPOSAL WESTERN MICHIGAN UNIVERSITY - FINANCIAL AID 1903 WEST MICHIGAN AVE KALAMAZOO MI 49008 386007327 501(C)(3) 6700 0 PROJECT PROPOSAL YOUTH DEVELOPMENT COMPANY 501(C)(3) 7000 0 PROJECT PROPOSAL PART I, LINE 2 GRANT RECIPIENTS MUST FILE AN ANNUAL REPORT CONFIRMING GRANT PROCEEDS WERE USED CONSISTENT WITH GRANT REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE TAX RETURN PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE FOUNDATION ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT, WHICH IS REVIEWED AND ON FILE. ALSO, ANY OFFICER OR DIRECTOR WHO HAS A RELATIONSHIP WITH ANY 501(C)(3) ENTITY THAT SUBMITS A GRANT APPLICATION TO THE FOUNDATION, IS PREVENTED FROM VOTING FOR THAT PARTICULAR APPLICATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FUND ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 33,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,790.