2025-02-04T12:48:46-05:00 2024-09-30 382706146 YEO & YEO PC P O BOX 248 ALMA MI 48801 990 2023-10-01 383087756 GRATIOT COUNTY COMMUNITY FOUNDATION GRAT 9898754222 168 E CENTER ST ITHACA MI 48847 JIM WHEELER TREASURER 9898754222 2025-02-04 true true ALI N BARNES P01311128 9894636108 2025-02-04 2023 2025-03-06 01:10:19Z JIM WHEELER 136 S MAIN STREET ITHACA MI 48847 1376078 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. 19 19 3 19 0 264883 360823 12372 13801 571982 958679 3900 3300 853137 1336603 694938 694264 0 162734 181653 0 18166 141646 143242 999318 1019159 -146181 317444 16159661 19029200 1043852 1242295 15115809 17786905 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 795654 694264 13801 GRANTS AND SCHOLARSHIPS AWARDED FOR COMMUNITY PROJECTS AND PROGRAMS IN FIELDS OF EDUCATION, HEALTH, HUMAN SERVICES, ARTS, CULTURE AND COMMUNITY SERVICE. 795654 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 true false false false false false false false false true 1 0 true 3 true false false false false false true true false false false false false false false false false X 19 19 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 MARISA BRAMER DIRECTOR 1.00 X 0 0 0 JENNIFER STAMBAUGH DIRECTOR 1.00 X 0 0 0 JOY O'NEILL DIRECTOR 1.00 X 0 0 0 DR BENJAMIN PETERSON DIRECTOR 1.00 X 0 0 0 ELS DE SAEGHER 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 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 CAROLYN STUDLEY DIRECTOR 1.00 X 0 0 0 CHELSEA HOLMES EXECUTIVE DI 40.00 X 83633 0 0 83633 false false false 360823 29773 360823 ADMINISTRATIVE FEES 525920 13801 13801 13801 374329 374329 623825 39475 584350 584350 584350 MISCELLANEOUS INCOME 561000 3300 3300 3300 1336603 975780 495144 495144 199120 199120 94000 23500 61100 9400 73820 18455 47982 7383 13833 3458 8992 1383 12061 12061 55422 55422 2018 2018 1462 1462 11014 11014 30872 30872 1200 1200 4588 4588 4266 4266 MISCELLANEOUS EXPENSE 5933 555 5378 UTILITIES AND FUEL 5789 5789 DUES AND SUBSCRIPTIONS 4649 4649 TELEPHONE 3875 3875 93 93 1019159 795654 205339 18166 107635 63355 211402 213889 2500 750 4983 5095 278570 67851 215307 210719 15482197 18375171 135637 160221 16159661 19029200 7280 9021 144199 176207 892373 1057067 1043852 1242295 X 14979171 17625934 136638 160971 15115809 17786905 16159661 19029200 X 317444 2329068 24584 X false true X true false X 515510 327783 514022 259883 343002 1960200 515510 327783 514022 259883 343002 1960200 403758 1556442 312078 344266 379828 370433 405951 1812556 3772756 1841005 0.41250 0.36300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 113 25750 268262 50422 653125 1246748 15548314 true true false true X 14488135 372034 3232325 989406 17103088 13545960 264883 1641974 964682 14488135 16362135 536872 -2376192 976855 13545960 14149478 351783 2633813 772939 16362135 13300443 515820 1096432 763217 14149478 1.00000 false false 102400 102400 151990 43671 108319 24180 24180 210719 3634833 2329068 24584 2353652 1281181 55422 55422 1336603 963737 963737 55422 55422 1019159 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 24,584 true ALMA COMMUNITY ARTS CENTER INC 901 IOWA STREET ALMA MI 48801 455430420 3 7500 RENOVATIONS ASHLEY AREA FIRE AUTHORITY 114 W OAK STREET ASHLEY MI 48806 612018553 3 11600 PUBLIC SAFETY ASHLEY COMMUNITY SCHOOLS 104 NEW STREET PO BOX 6 ASHLEY MI 48806 386001353 GOV 12072 STUDENT STEM 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 5528 PROGRAM EDUCATION CHILDREN'S DISCOVERY ACADEMY INC PO BOX 692 ALMA MI 48801 813931319 3 9823 RENOVATIONS COMMISION ON AGING 515 S PINE RIVER ITHACA MI 48847 386004853 GOV 6000 MEALS COMMISSION ON AGING 515 S PINE RIVER ITHACA MI 48847 386004853 GOV 12100 ELDERLY SUPPORT DAY DREAMS INC 121 N ELM STREET ITHACA MI 48847 900847639 3 5975 SOCIAL SUPPORT EUGENE M NIKKARI ELEMENTARY 301 W STATE STREET ST LOUIS MI 48880 386001334 GOV 15400 STUDENT SUPPORT FOREST HILL NATURE AREA 11297 N RICH ROAD ALMA MI 48801 381713020 GOV 9759 STROLLERS FULTON ELEMENTARY 8060 ELY HIGHWAY MIDDLETON MI 48856 386001363 GOV 15294 STUDENT SUPPORT GRATIOT COUNTY HISTORICAL AND GENEA LOGICAL SOCIETY PO BOX 73 ITHACA MI 48847 382304183 3 39985 RENOVATIONS GRATIOT COUNTY HOPE HOUSE 1001 W WASHINGTON STREET ST LOUIS MI 48880 825453790 3 6105 NEW DRYERS GRATIOT EMERGENCY HOUSING CORP 614 N STATE STREET ALMA MI 48801 237109939 3 6000 HOUSING ASSISTANCE ITHACA HIGH SCHOOL 710 N UNION STREET ITHACA MI 48847 386001368 GOV 7500 RENOVATIONS 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 22900 STUDENT SUPPORT MAPLE VIEW ASSISTED LIVING FACILITY 4396 S LUCE ROAD ITHACA MI 48847 470990596 3 5058 DESIGNATED MICHIGAN ARTS ACCESS (MIAAA) 111 E KIRBY STREET DETROIT MI 48202 382690117 3 6500 STUDENT SUPPORT MID-MICHIGAN DISTRICT HEALTH DEPART MENT 151 COMMERCE DRIVE ITHACA MI 48847 381808049 3 8000 STUDENT SUPPORT SENIOR ACTIVITY BUILDING BOARD 1011 E NORTH STREET ITHACA MI 48847 383148976 3 16550 DESIGNATED SEVENTH-DAY ADVENTIST CHURCH 1443 NORTH STATE ROAD ITHACA MI 48847 382491927 3 8000 STUDENT SUPPORT ST LOUIS PUBLIC SCHOOLS 113 E SAGINAW ST LOUIS MI 48880 386001334 GOV 28200 RENOVATIONS ST LOUIS PUBLIC SCHOOLS 113 E SAGINAW ST LOUIS MI 48880 386001334 GOV 10000 COMMUNITY PROJECTS UNITED WAY OF GRATIOT COUNTY 525 N STATE STREET ALMA MI 48801 381957175 3 15000 DESIGNATED VILLAGE OF ASHLEY 114 W OAK ST PO BOX 158 ASHLEY MI 48806 383290155 GOV 8400 GENERATOR WASHINGTON TOWNSHIP 8989 S BALDWIN ROAD ASHLEY MI 48806 382055502 GOV 20000 HALL ADDITION WINGS OF MERCY EAST MICHIGAN PO BOX 622 BAY CITY MI 48708 383289851 3 14530 DESIGNATED MEDICAL 28 SCHOLARSHIP 93 199120 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 1 29773 false true false 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 24,584