2025-08-11T14:12:35-07:00 2024-12-31 382763936 KAMMERMANN & BASCOM PC 110 PARK AVENUE CHARLEVOIX MI 49720 990 2024-01-01 383033739 Charlevoix County Community Foundation CHAR 2315362440 PO Box 718 East Jordan MI 49727 Sara Ward President 2025-08-06 true true Velda K Kammermann P01056809 2315474911 2024 2025-03-06 01:10:19Z Sara Ward PO Box 718 East Jordan MI 49727 8005808 false X www.c3f.org X 1991 MI Awarding grants and scholarships. 15 15 7 0 2344286 2885535 0 2815214 2376918 0 5159500 5262453 2483957 4001642 0 509320 505265 0 140620 262576 249676 3255853 4756583 1903647 505870 59152567 64505812 5551723 5894767 53600844 58611045 Awarding grants and scholarships. false false 4402899 4001642 The Organization serves the County of Charlevoix, Michigan, through the awarding of grants to other non-profit organizations and scholarships to students. 4402899 true true false false false true false false false true true false false false true false true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 5 0 true 7 true false false false false false false false 0 false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false MI X X Sara Ward 2315362440 301 Water Street East Jordan MI 49727 Sara Ward President 40.00 0.00 X 111811 0 0 Keith Carey Chair 2.00 0.00 X X 0 0 0 Dean Solomon Vice-Chair 2.00 0.00 X X 0 0 0 Bill Lorne Treasurer 2.00 0.00 X X 0 0 0 Jennifer Boyer Secretary 2.00 0.00 X X 0 0 0 Monica Peck Past Chair 2.00 0.00 X X 0 0 0 Carol Timmer Trustee 1.00 0.00 X 0 0 0 Jeff Crouse Trustee 1.00 0.00 X 0 0 0 Erika Van Dam Trustee 1.00 0.00 X 0 0 0 Pam Grassmick Trustee 1.00 0.00 X 0 0 0 Angie Nachazel Trustee 1.00 0.00 X 0 0 0 Jim Lentz Trustee 1.00 0.00 X 0 0 0 Cindy Grice Trustee 1.00 0.00 X 0 0 0 John McLeod Trustee 1.00 0.00 X 0 0 0 Tom Teske Trustee 1.00 0.00 X 0 0 0 Anna Young Trustee 1.00 0.00 X 0 0 0 111811 1 false false false 0 2885535 337751 2885535 0 2128546 2128546 0 0 0 2991727 2743355 248372 248372 248372 0 0 0 0 5262453 2376918 3611173 3611173 390469 390469 0 0 111811 39134 39134 33543 0 310561 180330 82071 48160 23231 12071 6667 4493 25667 13336 7367 4964 33995 17664 9756 6575 0 675 371 203 101 15527 8540 4658 2329 0 0 0 6995 3847 2098 1050 39331 21632 5900 11799 27367 15052 8210 4105 68421 37632 20526 10263 0 12311 6771 3693 1847 5658 3112 1697 849 0 8131 4472 2439 1220 0 0 12500 6875 3750 1875 0 Supplies 38806 21343 11642 5821 Dues and subscriptions 10842 5963 3253 1626 Life insurance premiums 3112 3112 0 4756583 4402899 213064 140620 108305 115631 3495280 4224111 23168 8168 0 0 0 0 0 0 581272 207341 368676 373931 55157138 59783971 0 0 0 0 59152567 64505812 16704 16615 551700 612242 4983319 5265910 5551723 5894767 X 1285544 1562217 52315300 57048828 53600844 58611045 59152567 64505812 X 505870 4786922 -282591 X false true X true false X 4218344 6367440 2832921 2344286 2885535 18648526 0 0 4218344 6367440 2832921 2344286 2885535 18648526 4701299 13947227 992083 2507045 1594801 1508609 2128546 8731084 0 2176534 592989 4294059 1306605 248372 8618559 35998169 0.38740 0.37000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 1606706 1670768 17072687 true true 45213379 1166983 5728461 1033722 1204277 49870824 39670178 718527 6412648 604894 983080 45213379 48717405 1297769 -8634714 696842 1013440 39670178 39739033 4585250 6838402 774064 1671216 48717405 33170708 2299476 5982762 629022 1084891 39739033 0.26910 0.73090 false false false 25000 25000 460967 128814 332153 95305 78527 16778 373931 Funds Held on Behalf of Agencies 5265910 5265910 9766784 4786922 -282591 4504331 5262453 5262453 4756583 4756583 4756583 Part V, Line 4: Intended uses of the endowment fund. Net income shall be distributed from the fund for the charitable purpose of the fund. The term "net income" means the amount available for distribution from the fund under the Foundation's spending policy in effect from time to time. The principal of the fund shall remain intact and not be subject to distribution, absent unusual circumstances. true Antrim Conservation District 4820 Stover Road Bellaire MI 49615 382023705 8460 0 Native seeds & habitat restoration Basilica of Saint Mary Star 1010 Windsor Lane Key West FL 33040 596015970 25000 0 For Safety Officer for School Bay Area Substance Education 208 West Lincoln Charlevoix MI 49720 383159363 506280 0 General operations Beaver Island Association PO Box 390 Beaver Island MI 49782 382864727 5600 0 Education materials Beaver Island Historical Soci 26275 Main Street Beaver Island MI 49782 386087750 15910 0 General opeations Beaver Island Rural Health Ce PO Box 146 Beaver Island MI 49782 383299988 163966 0 General operations & repairs Beaver Island Wildlife Club PO Box 335 Beaver Island MI 49782 812338691 6000 0 Universal accessible fishing pier Bergmann Center PO Box 236 Charlevoix MI 49720 381705860 8625 0 Technology upgrades Big Brothers Big Sisters of N 900 East Front Street Traverse City MI 49686 237043163 17600 0 Support mentor matches Boyne Citizen PO Box 83 Boyne City MI 49712 992025641 13197 0 Professional writing & edit service Boyne District Library 201 East Main Street Boyne City MI 49712 383328007 35252 0 General operations Boyne Eta Nu Charities PO Box 133 Boyne City MI 49712 200703917 6500 0 Support Dress for Chill at schools Boyne Valley Community Greenh 531 Delmax Lan Boyne City MI 49712 833020112 10000 0 Community classroom equipment Camp Daggett 03001 Church Road Petoskey MI 49770 381617980 32260 0 General operations and repairs Challenge Mountain of Walloon PO Box 764 Boyne City MI 49712 382563815 6000 0 Enclosed trailer Char-Em ISD 08568 Mercer Blvd Charlevoix MI 49720 941737782 17970 0 Great Start Collaborative preschool Charlevoix Area Community Poo 11905 US 31 North Charlevoix MI 49720 383219489 65380 0 General operations and improvements Charlevoix Area Humane Societ 614 Beardsley Boyne City MI 49712 382107163 69410 0 General operations and programs Charlevoix Circle of Arts PO Box 617 Charlevoix MI 49720 262637019 30885 0 General operations and programs Charlevoix County 4-H Council 319 B North Lake Street Boyne City MI 49712 200597157 11110 0 General operations Charlevoix Historical Society PO Box 525 Charlevoix MI 49720 382636672 96390 0 Support programs and repairs Charlevoix Kiwanis Youth Foun PO Box 275 Charlevoix MI 49720 386099697 8000 0 Purchase books Charlevoix Public Library 220 W Clinton Street Charlevoix MI 49720 030474720 84940 0 General operations and programs Charlevoix Public Schools 104 E St Marys Drive Charlevoix MI 49720 386027952 39588 0 Education programs Charlevoix Township 12491 Waller Road Charlevoix MI 49720 382121170 10300 0 Engineering study for Park Child & Family Services of NW 3785 Veterans Drive Traverse City MI 49684 382534222 28430 0 General operations Christ Episcopal Church PO Box 385 Charlevoix MI 49720 800820539 30300 0 General operations City of Boyne City 319 N Lake Street Boyne City MI 49712 386004540 17387 0 Support programs City of Charlevoix 210 State Street Charlevoix MI 49720 386004543 8250 0 Recreation programs City of East Jordan PO Box 499 East Jordan MI 49727 386033590 46510 0 General operations and rec programs Communities in Schools of NW 205 Grove Street Mancelona MI 49659 270726563 12500 0 Educational programs Community Food Pantry 100 West Hurlbut Charlevoix MI 49720 383553346 7500 0 General operations Community Foundation Serving 1123 Spruce Street Boulder CO 80302 841171836 10000 0 Grantmaking Conservation Resource Allianc 10850 Traverse Hwy 1180 Traverse City MI 49684 382181915 50000 0 General operations Crooked Tree Arts Council 461 E Mitchell Street Petoskey MI 49770 237187264 221370 0 General operations and programs Depot Jordan Valley Teen Cent PO Box 283 East Jordan MI 49727 364812633 52260 0 Programming and general support East Jordan Rotary Club Chari PO Box 195 East Jordan MI 49727 474513667 9140 0 Youth programs East Jordan Schools PO Box 399 East Jordan MI 49727 382137029 119030 0 Education programs Ellsworth Community School 9467 Park Street Ellsworth MI 49729 386000402 13980 0 General operations First Presbyterian Church - E PO Box 341 East Jordan MI 49727 510162431 6110 0 Support missions Fishtown Preservation Society PO Box 721 Leland MI 49654 383621736 25000 0 General operations Friends of the Jordan River W 2189 Hidden Valley Ln Charlevoix MI 49720 383025586 20000 0 Rehab the Jordan River flatboat Girl Scouts of Michigan Shore 3275 Walker Ave NW Grand Rapids MI 49544 381366924 8585 0 Support new troops Good Samaritan Family Service PO Box 206 Ellsworth MI 49729 383469219 19000 0 General operations Grand Traverse Regional Commu 223 Lake Avenue Suite B Traverse City MI 49685 383056434 10500 0 Grantmaking Grandvue Medical Care Facilit 1728 S Peninsula Road East Jordan MI 49727 386004840 19230 0 Support Alzheimer's Unit and genera Great Lakes Center for the Ar 800 Bay Harbor Drive Bay Harbor MI 49770 464121514 17841 0 General operations and programs Great Lakes Chamber Orchestra 219 E Lake Street Petoskey MI 49770 300084912 37200 0 General operations and programs Great Lakes Floral Associatio 1152 Haslett Rd Haslett MI 48840 208272247 5850 0 Support scholarships Housing North PO Box 1434 Traverse City MI 49685 833499967 61000 0 Support Housing Ready Program Jordan River Arts Council PO Box 1178 East Jordan MI 49727 382861979 15278 0 General operations Jordan Valley Public Safety E PO Box 223 East Jordan MI 49727 352163216 5630 0 General operations Kierstens Ride 04316 Cosier Road East Jordan MI 49727 474311739 14750 0 General operations Lake Charlevoix Mariners PO Box 122 Charlevoix MI 49720 316329012 6120 0 Support sailing school program Leelanau School One Old Homestead Road Glen Arbor MI 49636 386061392 10000 0 General operations Little Traverse Conservancy 3264 Powell Road Harbor Springs MI 49740 237267810 142895 0 Land purchase and operations Manna Food Project 8791 McBride Park Drive Harbor Springs MI 49740 382764533 29750 0 To support local food pantries Mary Free Bed Rehabiliation H 235 Wealthy St SE Grand Rapids MI 49503 381359265 25000 0 Support building project Mayo Clinic 200 First Street SW Siebens Rochester MN 55905 416011702 25000 0 General operations Mayo Clinic PO Box 450 Albert Lea MN 56007 470376595 10000 0 General operations McLaren Northern Michigan Fdn 360 Connable Street Petoskey MI 49770 382445611 113858 0 To support medical programs Munson Healthcare Chx Fdn 14700 Lake Shore Drive Charlevoix MI 49720 382642724 78078 0 General operations North Central Michigan Colleg 1515 Howard Street Petoskey MI 49770 382910328 41700 0 General operations and programs Northern Homes CDC PO Box 86 Boyne City MI 49712 383395829 72000 0 Predevelopment activities for build Northern Michigan Equine Ther 05025 Church Street Boyne City MI 49712 300838013 16000 0 Care for horses Northwest MI Hospice Assist PO Box 762 Bellaire MI 49615 382391256 11780 0 General operations Northwest Michigan Habitat fo 1840 M-119 Unit 1 Petoskey MI 49770 382971056 9500 0 General operations and programs Park City Community Fdn PO Box 681499 Park City UT 84068 300171971 10000 0 Grantmaking Planned Parenthood Federation 123 William Street 10th Floor New York NY 10038 131644147 10000 0 General operations Planned Parenthood of Michiga PO Box 3673 Ann Arbor MI 48106 381707521 32720 0 Support reproductive equity and edu Planned Parenthood of Pacific 1075 Camino del Rio South Sand Diego CA 92108 956111785 10000 0 General operations Power Book Bags 5590 S Spyglass Ridge Dr Suttons Bay MI 49682 812406342 18000 0 To support PoWeR! Book Bags for Chx Preservation Assn of Beaver I PO Box 494 Beaver Island MI 49782 383192993 14310 0 General operations Raven Hill Discovery Center 04737 Fuller Road East Jordan MI 49727 383032707 40780 0 General operations Resort Bear Creek Fire Depart 373 North Division Rd Petoskey MI 49770 381555360 6370 0 AEDs and radio equipment Ronald McDonald House of West 1323 Cedar Street NE Grand Rapids MI 49503 382781170 18050 0 General operations Rotary Club of Charlevoix Cha PO Box 532 Charlevoix MI 49720 201278340 57500 0 Playground project Salvation Army 712 Pleasant Street Petoskey MI 49770 381370971 18000 0 Support programs St Francis Xavier School 414 Michigan Street Petoskey MI 49770 381415405 10000 0 General operations St James Township PO Box 85 Beaver Island MI 49782 381944980 7000 0 Shoreline protection St Marys School 1005 Bridge Street Charlevoix MI 49720 381411193 10000 0 Education programs Tip of Mitt Watershed Council 426 Bay Street Petoskey MI 49770 382361745 80950 0 Support youth education and monitor Training Wheels Childcare Cen PO Box 371 East Jordan MI 49727 851634950 10099 0 New playground and operations Tunes Music Makers 3731 Pops Road Charlevoix MI 49720 922535059 11000 0 Music instruction on Beaver Island United Way of Northwest Michi 4075 Copper Ridge Dr Traverse City MI 49684 381679060 12500 0 General operations Wagbo Peace Center 5745 N M-66 East Jordan MI 49727 383271968 8000 0 Fiber arts workshop renovations WCMU Public Media 1999 E Campus Drive Mt Pleasant MI 48859 386004447 8050 0 General operations Womens Resource Center of No 423 Porter Street Petoskey MI 49770 382302164 240380 0 General operations and program supp 88 0 Educational Scholarships 554 388869 Grantmaker's Description of How Grants are Used The Foundation builds strong relationships with nonprofit partners and grantees, which makes monitoring the use of grant funds easy and seamless.After the Foundation approves a grant for distribution to an organization, it sends each grantee a grant notification letter, a grant agreement, and instructions for how to complete grant follow up. The purpose of these documents is to specify the amount and purpose of the grant, and the specific reporting requirements of the grantee at the end of the grant period.The Foundation and the grantee disseminate news releases to the print and electronic media announcing the grant and its purpose to the public.Foundation staff are in contact with grantees throughout the grant period and conduct site visits with the grantee organization to see the grant in action whenever possible.Grant follow up conversations or written reports require the grantee to confirm grant funds were spent as intended. X 9 337751 FMV false true true Part I, Line 32, Hire and Use of Third Parties The Foundation uses a brokerage firm to sell publicly traded securities it receives as noncash donations. Form 990, Part VI, Section B, Line 11b The President reviews the completed Form 990 for compatibility with the financial audit. The Form 990 is included as an agenda item at the next meeting of the Finance Committee. Each member of the committee receives a copy in advance of the meeting. A recommendation for acceptance is brought to the Board of Trustees with copies made available for the entire Board. The Finance Committee, in its role as the Audit Committee, meets with the auditor to discuss the audit, Form 990, and related financial reports and processes. Form 990, Part VI, Section B, Line 12c Each Trustee receives a copy of the Conflict of Interest Policy in their orientation manual, which they review with the President. They are also given a "Conflict of Interest/Duality of Interest Disclosure Statement" to complete and sign. The Disclosure Statement identifies any business or avocational interest, or charitable or civic involvement which might give rise to a possible conflict of interest or duality of interest with the Community Foundation. This process is repeated every year in January. The completed statements are kept on file in the Foundation office. Also on file, are completed Conflict of Interest forms for members of the Youth Advisory Committee, and scholarship selection committee members. During the course of a meeting, a Trustee declares a conflict of interest and abstains from voting on matters that present a potential or perceived conflict. Their abstention is noted in the minutes of the meeting. Form 990, Part VI, Section B, Line 15a The Foundation's President is evaluated by the Executive Committee according to a "compensation review process." Using a combination of the evaluation results and information obtained from salary and benefits surveys, the Executive Committee makes a compensation recommendation for the President to the Board of Trustees, the President is not present during the discussion, nor does she participate in the vote. Form 990, Part VI, Section B, Line 15b The Foundation adheres to the "Recommended Best Practices in Determining Reasonable Executive and Staff Compensation" as put forth by the Council of Foundations. Generally, reasonable compensation is defined as what similar persons in similar positions with similar duties in similar organizations are paid. To determine reasonable levels of compensation the Foundation relies on salary and compensation surveys, and comparisons with similar organizations in relative geographic proximity, specifically, we use information obtained from:-The Council on Foundation's Annual Grantmakers Salary and Benefits Report.-Midwest Grantmakers Salary, Benefits, and Demographics Report.The proceedings of all committee and board meetings are documented in writing and filed with the Foundation's permanent records. The compensation determination process and salary and benefits research occurs in the last quarter of the fiscal year. Board approved salary and benefit payments begin with the start of the next fiscal year.The President is responsible for evaluating and recommending compensation for staff following the same process used to determine the President's compensation. The President and staff are the only employees/officers of the Foundation that receive compensation. Form 990, Part VI, Section C, Line 19 It is the policy and practice of the Foundation to comply with all Internal Revenue Service laws and requirements for public disclosure for tax-exempt organizations. This includes providing copies of our exemption application (Form 1023), and the three most recently filed annual information returns (Form 990) to individuals making a request in person or in writing. Form 990 and the financial statements are also available on the Foundation's website. The Foundation's governing documents, conflict of interest policy, and financial statmeents are available upon request to the Foundation President. Form 990, Part XI, Line 9 Transfer to funds held on behalf of other agencies = -$282591