2025-07-24T08:38:27-05:00 2025-03-31 382268582 RASMUSSEN TELLER & CARON PC 555 MICHIGAN STREET PETOSKEY MI 49770 990 2024-04-01 383032185 PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION PETO 2313485820 1349 US-131 A PETOSKEY MI 49770 MELISSA NGUYEN TREASURER 2313485820 2025-07-22 1 0 HYANGSOOK P OSTRANDER CPA P01294224 2313475555 2025-07-22 2024 2025-03-06 01:10:19Z DAVID JONES 1349 US-131 A PETOSKEY MI 49770 9617793 0 X WWW.PHSACF.ORG X 1991 MI THE COMMUNITY FOUNDATION IS MADE UP OF AN EVER-GROWING FAMILY OF FUNDS. EACH ONE IS ESTABLISHED BY AN INDIVIDUAL, FAMILY, OR ORGANIZATION TO CARRY OUT CHARITABLE WORKS AND LEAVE A LASTING LEGACY. 15 15 7 0 0 0 6685955 6032350 0 0 2578723 2992210 36006 49817 9300684 9074377 8368532 7005749 0 0 490397 523715 0 0 190064 358897 376520 9217826 7905984 82858 1168393 61226065 61985629 13520055 12323350 47706010 49662279 X TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE IN EMMET COUNTY BY CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING A PERMANENT SOURCE OF CHARITABLE FUNDS, ADDRESSING A BROAD RANGE OF COMMUNITY ISSUES THROUGH GRANTMAKING, AND CHAMPIONING PHILANTHROPY. 0 0 7192034 7005749 THE COMMUNITY FOUNDATION MAKES GRANTS FOR CHARITABLE PURPOSES TO VARIOUS 501(C)(3) AND GOVERNMENT ORGANIZATIONS IN THE FOLLOWING AREAS: ARTS AND CULTURE, EDUCATION, ENVIRONMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH, HUMAN SERVICES, RECREATION, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT. ALL GRANT RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. DONOR ADVISED FUNDS RECOMMENDED 812 GRANTS TO SUPPORT ORGANIZATIONS THEY VALUE. THE UNRESTRICTED FUND'S DISTRIBUTION COMMITTEE AND THE YOUTH FUND'S YOUTH ADVISORY COMMITTEE RECOMMENDED 59 GRANTS TO ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF EMMET COUNTY RESIDENTS. THE ADVISORY COMMITTEE FOR FIELD OF INTEREST FUNDS, INCLUDING FUNDS SUPPORTING SENIORS, CHILDREN, HOUSING OR THE ENVIRONMENT, RECOMMENDED 83 GRANTS TO ORGANIZATIONS IN CORRESPONDING FIELDS. THE SCHOLARSHIP COMMITTEE RECOMMENDED VARIOUS SCHOLARSHIP AWARDS OF 55 GRANTS TO LOCAL STUDENTS WHO ARE PURSUING EDUCATION BEYOND HIGH SCHOOL. A TOTAL OF 1,102 GRANTS WERE AWARDED FROM COMMUNITY FOUNDATION FUNDS DURING THIS TIME PERIOD TO IMPROVE AND ENRICH LIFE IN EMMET COUNTY. 7192034 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X DAVID JONES 2313485820 1349 US-131 SUITE A PETOSKEY MI 49770 JANET M MANCINELLI TRUSTEE 1.00 X 0 0 0 ROBERT E KEEDY TRUSTEE 1.00 X 0 0 0 MARY E RAPIN TRUSTEE 1.00 X 0 0 0 CLAIRE FORSTER TRUSTEE 1.00 X 0 0 0 JENNIFER H ATTIE TRUSTEE 1.00 X 0 0 0 EMERSON J MEYER TRUSTEE 1.00 X 0 0 0 COURTNEY FONT TRUSTEE 1.00 X 0 0 0 WILLIAM HENAGAN TRUSTEE 1.00 X 0 0 0 DOUG LARSON TRUSTEE 1.00 X 0 0 0 DAVID DEAL TRUSTEE 1.00 X 0 0 0 NORA RILEY TRUSTEE 1.00 X 0 0 0 DANA F ANDREWS PRESIDENT 3.00 X X 0 0 0 STEVEN L BOECKMAN VICE PRESIDENT 3.00 X X 0 0 0 MELISSA A NGUYEN TREASURER 4.00 X X 0 0 0 SARAH L SHUMAN SECRETARY 3.00 X X 0 0 0 DAVID JONES EXECUTIVE DIRECTOR 40.00 X 124650 0 10017 124650 0 10017 1 0 0 0 0 6032350 2328585 6032350 1387903 7310 1380593 2147723 543371 45 1604352 -45 1604307 1604307 ADMINISTRATIVE FEE INCOME 523940 61094 61094 REMEASUREMENT OF CHARITABLE GIFT 523940 -11277 -11277 49817 9074377 7310 0 3034717 6927499 6927499 78250 78250 135915 101936 33979 296994 91850 113294 91850 19823 5151 9521 5151 37189 7605 21979 7605 33794 7027 17465 9302 13103 13103 54846 54846 23869 22993 876 58234 52186 6048 63663 63663 6872 1143 2123 3606 38178 3016 23657 11505 1129 1129 8523 1533 4961 2029 CFRM EXPENSE 63265 63265 PRINTING AND PUBLICATIO 12589 165 12424 DUES 11525 11525 BANK SERVICE FEES 8421 5695 2726 12303 6614 5689 7905984 7192034 523886 190064 18908 -82567 7680539 7084444 863448 253264 19125 27030 51449 40724 11900 10725 52301972 54095120 330173 597613 61226065 61985629 344 -8207 49456 128511 86735 13470255 12116311 13520055 12323350 X 26626071 28359347 21079939 21302932 47706010 49662279 61226065 61985629 X 1168393 -407451 1195327 X X 0 1 X 1 0 X 4198128 3406197 6484289 6685954 6032350 26806918 4198128 3406197 6484289 6685954 6032350 26806918 7403849 19403069 783822 1273921 911468 1138233 1380593 5488037 32294955 0.60080 0.61010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 95 0 95 0 PART II-B, LINE 1: ATTENDED ANNUAL FOUNDATIONS ON THE HILL CONFERENCE. 97 28 3732389 312452 3334809 79825 21406885 2132762 1 1 34474039 1141055 1540008 1390985 652066 35112051 30529263 895719 5188943 1504721 635165 34474039 34130770 736810 -2376659 1337931 623727 30529263 34963287 577656 693028 1536456 566745 34130770 23547110 871755 12708923 1630644 533857 34963287 0 0 14297 14297 0 37152 26427 10725 10725 FUNDS HELD AS AGENCY ENDOWMENTS 9752622 DISC OBLIG - CHARITABLE GIFT ANNUIT 129732 GRANT PAYABLE MANUAL 2063460 LEASE LIABILITY 170497 12116311 8062243 -407451 -54846 -462297 8524540 549837 549837 9074377 6105974 -1745164 -1745164 7851138 54846 54846 7905984 PART V, LINE 4: THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE USED TO ADDRESS A BROAD RANGE OF COMMUNITY NEEDS. THE ENDOWMENT FUNDS ARE A RESERVOIR OF CHARITABLE CAPITAL THAT GO ON GIVING YEAR AFTER YEAR TO IMPROVE THE COMMUNITY. THE ENDOWMENT FUNDS ARE INVESTED, AND INVESTMENT INCOME FROM THE FUNDS IS USED ANNUALLY FOR GRANTS TO SUPPORT A BROAD RANGE OF COMMUNITY PROGRAMS THAT IMPACT THE LIVES OF INDIVIDUALS AND FAMILIES FROM ALL WALKS OF LIFE. EACH ENDOWMENT FUND IS ESTABLISHED WITH THE DONOR INTENT AND CHARITABLE PURPOSES IN MIND. THERE ARE SEVERAL CATEGORIES OF FUNDS WITHIN THE COMMUNITY FOUNDATION. THEY ARE UNRESTRICTED FUNDS, DONOR ADVISED FUNDS, FIELD OF INTEREST FUNDS, DESIGNATED AGENCY FUNDS AND SCHOLARSHIP FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -54,846. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY ENDOWMENT GIFT AND INCOME ACTIVITY 549,837. PART XII, LINE 2D - OTHER ADJUSTMENTS: AGENCY ENDOWMENT GRANT AND EXPENSES ACTIVITY -1,745,164. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 54,846. 1 ALANSON CHURCH OF THE NAZARENE PO BOX 59 ALANSON MI 49709 237370071 OTHER 6700 0 SPRING 2024 GRANT CYCLE - REPLACEMENT OF FOOD PANTRY VEHICLE ALETHAS LEGACY P O BOX 1824 DESTIN FL 32543 842829402 501(C)3 20000 0 SCHOOL BUILDING PROJECT AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 136162659 501(C)3 8250 0 GENERAL SUPPORT ANN'S NEST PO BOX 104 HARBOR SPRINGS MI 49743 992599075 501(C)3 48864 0 ANN'S NEST SPECIAL PROJECT FUND RETIREMENT ARTS & LETTERS 305 UNITED PARENT AND TEACHER ASSOCIATION 344 MONROE BROOKLYN NY 11216 460522478 501(C)3 10500 0 FROM ERIN AND EZRA PASTRANA BAY BLUFFS - EMMET COUNTY MEDICAL CARE FACILITY 750 EAST MAIN STREET HARBOR SPRINGS MI 49740 383640112 501(C)3 67228 0 2024 ANNUAL INCOME ALLOCATION FROM AGATHA O. BOETTGER CITIZEN FUND BAY VIEW ASSOCIATION PO BOX 583 PETOSKEY MI 49770 380333680 501(C)3 15000 0 FALL 2024 GRANT CYCLE - ROBIN WALL KEMMERER COMMUNITY COLLABORATION EVENT BEAR CREEK TOWNSHIP 373 N DIVISION RD PETOSKEY MI 49770 381974089 OTHER 9000 0 FALL 2024 GRANT CYCLE - SPRING LAKE PARK RENOVATION BIG BROTHERS BIG SISTERS OF NORTHWESTERN MICHIGAN 900 E FRONT ST STE 125 TRAVERSE CITY MI 49686 237043163 501(C)3 19400 0 SPRING 2024 GRANT CYCLE - BIGS MENTORING PROGRAM BIG WATER CREATIVE ARTS INC PO BOX 124 PETOSKEY MI 49770 811815580 501(C)3 8477 0 FUNDING FOR SUMMER 2024 MUSIC SPONSORED BY BIG WATER CREATIVE ARTS. BILL HILLARY & CHELSEA CLINTON FOUNDATION 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 311580204 501(C)3 14000 0 CLINTON FOUNDATION NEW YORK - ON BEHALF OF THE SELFLESS AND TIRELESS WORK ON FABIO FICANO BOYNE FALLS POLISH FESTIVAL COMMITTEE PO BOX 187 BOYNE FALLS MI 49716 204866878 501(C)3 40000 0 CHILDRENS PROGRAM AND FAMILY TRADITION SPONSORS BOY SCOUTS TROOP #5 PO BOX 457 PETOSKEY MI 49770 381784822 501(C)3 60000 0 GENERAL SUPPORT, SCHOLARSHIP BRAVE HEARTS ESTATE 4171 ELY ROAD PELLSTON MI 49769 743220776 501(C)3 5500 0 FALL 2024 GRANT CYCLE - LOWER LEVEL CARPETING CAMP DAGGETT 03001 CHURCH ROAD PETOSKEY MI 49770 381617980 501(C)3 13508 0 2024 ANNUAL ALLOCATION FROM CAMP DAGGETT FUND CASS COMMUNITY SOCIAL SERVICES 11745 ROSA PARKS BLVD DETROIT MI 48206 383429921 501(C)3 10000 0 GENERAL SUPPORT CATALYTIC ART & MEDIA 825 FOUNTAIN ST ANN ARBOR MI 48103 832162563 501(C)3 12500 0 MIDDLE SCHOOL FILM AS ART EDUCATION PROGRAM CHARLEVOIX ANTRIM KALKASKA AND EMMET COOPERATIVE SPECIES MANAGEMENT AREA C/O ANTRIM CONSERVATION DISTRICT 4820 STOVER RD BELLAIRE MI 49618 382023705 501(C)3 6000 0 SPRING 2024 GRANT CYCLE - ROLLING RESILIENCE CHILD AND FAMILY SERVICES OF NW MI 3785 VETERANS DR TRAVERSE CITY MI 49686 382534222 501(C)3 18900 0 SPRING 2024 GRANT CYCLE - SAFE HAVEN NORTH: ESTABLISHING EXCELLENCE CITY OF HARBOR SPRINGS 160 ZOLL ST HARBOR SPRINGS MI 49740 386004559 501(C)3 527772 0 FOR KIWANIS PARK AND THE SKATE PARK - TO BE USED BY DECEMBER 31, 2026 COMMUNITY RECOVERY ALLIANCE 407 MICHIGAN ST UNIT A PETOSKEY MI 49770 832500307 501(C)3 10000 0 SPRING 2024 GRANT CYCLE - COMMUNITY CENTER EXPANSION CONSERVATION RESOURCE ALLIANCE 10850 E TRAVERSE HWY STE 1180 TRAVERSE CITY MI 49684 382181915 501(C)3 6035 0 SPRING 2024 GRANT CYCLE - MAPLE RIVER - WETLAND RESTORATION CROOKED TREE ARTS COUNCIL INC 461 E MITCHELL ST PETOSKEY MI 49770 237187264 501(C)3 52500 0 GENERAL SUPPORT, SCHOOL OF BALLET, NEW YEARS EVE DETROIT ZOO 8450 W 10 MILE ROAD ROYAL OAK MI 48067 386027356 501(C)3 20000 0 GENERAL SUPPORT DISCRETIONARY FUND 1349 US 131 SUITE A PETOSKEY MI 49770 383032185 501(C)3 5358 0 TRANSFER FOR FY26 DISCRETIONARY FUND EDITH WHARTON RESTORATION BOX 974 2 PLUNKETT ST LENOX MA 01241 042666846 501(C)3 8250 0 GENERAL SUPPORT FOR SCULPTURE AT THE MOUNT EMMANUEL EPISCOPAL CHURCH 1020 E MITCHELL ST PETOSKEY MI 49770 382307700 OTHER 55261 0 ANNUAL INCOME ALLOCATION AND GENERAL SUPPORT EMMET-CHARLEVOIX COUNTY FAIR BOARD PO BOX 496 PETOSKEY MI 49770 386004848 501(C)3 5400 0 BEST IN SHOW SPONSOR AND CORN HOLE SPONSOR EMMET CONSERVATION DISTRICT 3434 HARBOR PETOSKEY RD SUITE E HARBOR SPRINGS MI 49740 382195132 501(C)3 6000 0 GENERAL FUND EMMET COUNTY RECYCLING 736 PLEASANTVIEW ROAD HARBOR SPRINGS MI 49740 501(C)3 17530 0 SPRING 2024 GRANT CYCLE - EXPANDING EMMET COUNTY EVENT RECYCLING SERVICES FIRST TEE - NORTHERN MICHIGAN PO BOX 613 HARBOR SPRINGS MI 49740 743149490 501(C)3 30000 0 GENERAL SUPPORT FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530-0055 HARTSDALE NY 105300055 113451703 501(C)3 43200 0 SUPPORT FOR "THE ABUNDANCE PROJECT" WITH ZILKA JOSEPH - TRAVEL TO PROMOTE POETY FRIENDSHIP CENTERS OF EMMET COUNTY 1322 ANDERSON RD PETOSKEY MI 49770 237000317 501(C)3 21332 0 2024 ANNUAL INCOME ALLOCATION FROM AGATHA O. BOETTGER CITIZEN FUND FUND FOR THE COMMUNITY 1349 US 131 SUITE A PETOSKEY MI 49770 383032185 501(C)3 7000 0 GENERAL SUPPORT GAYLORD EVANGELICAL FREE CHURCH 1649 E M 32 GAYLORD MI 49735 382126356 OTHER 10000 0 INGATHERING 2024 GOLF ASSOCIATION OF MICHIGAN FOUNDATION 39255 COUNTRY CLUB DR SUITE B-40 FARMINGTON HILLS MI 48331 472118531 501(C)3 40000 0 $ 10,000 GENERAL USE AND/OR ADMINISTRATIVE EXPENSES FOR THE GAM-FOUNDATION AND SCHOLARSHIP GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DRIVE BAY HARBOR MI 497708531 464121514 501(C)3 51000 0 MAMMA MIA SPONSOR, GENERAL SUPPORT GREAT LAKES CHAMBER ORCHESTRA 219 E LAKE STREET PETOSKEY MI 49770 300084912 501(C)3 15000 0 GENERAL SUPPORT, COMMUNITY CONCERT GREAT START COLLABORATIVECHAR-EM ISD CHAR-EM ISD -- ATTN LISA KROSNICKI 08568 MERCER BLVD CHARLEVOIX MI 49720 382027389 501(C)3 34000 0 GREAT START PRESCHOOL SCHOLARSHIP PROJECT AND PERINATAL SUBSTANCE USE DISORDER HARM REDUCTION HARBOR HALL FOUNDATION PO BOX 376 HARBOR SPRINGS MI 49740 383105589 501(C)3 15000 0 GENERAL SUPPORT HARBOR HALL INC 704 EMMET PETOSKEY MI 49770 382056071 501(C)3 29500 0 FALL 2024 GRANT CYCLE - HARBOR HALL CLINICIAN ROOMS AND CLINICAL TEAM ROOM FURNITURE HARBOR SPRINGS AREA HISTORICAL SOCIETY 349 E MAIN STREET PO BOX 812 HARBOR SPRINGS MI 49740 382934124 501(C)3 87872 0 SHAY LOCOMOTIVE RESTORATION, BRINGING HISTORY TO LIFE CAMPAIGN, HS HISTORICAL CORRIDOR, EPHRAIM SHAY INNOVATION MUSEUM ARTESIAN WELL EXHIBIT HARBOR SPRINGS FESTIVAL OF THE BOOK 160 STATE ST PO BOX 766 HARBOR SPRINGS MI 49740 471729627 501(C)3 7943 0 SPRING 2024 GRANT CYCLE - HARBOR SPRINGS FESTIVAL OF THE BOOK - EQUIPMENT HARBOR SPRINGS LIBRARY 206 S SPRING ST HARBOR SPRINGS MI 49740 381722820 501(C)3 10000 0 CAPITAL IMPROVEMENT FUND HARBOR SPRINGS LITTLE LEAGUE 4154 W VAN ROAD HARBOR SPRINGS MI 49740 237186934 501(C)3 5400 0 SPRING 2024 GRANT CYCLE - HARBOR SPRINGS LITTLE LEAGUE FIELD REPAIRS HOUSE N2 HOME PO BOX130993 ANN ARBOR MI 48113 845085645 501(C)3 10000 0 GENERAL SUPPORT HOUSING NORTH PO BOX 1434 TRAVERSE CITY MI 49685 833499967 501(C)3 55000 0 EMMET COUNTY HOUSING READY COORDINATOR PHASE II FINAL INSTALLMENT, ZONING ATLAS IN EMMET COUNTY IMMIGRATION LAW & JUSTICE MICHIGAN 207 FULTON ST E GRAND RAPIDS MI 495033278 822680614 501(C)3 20000 0 GENERAL SUPPORT INDABA FOUNDATION 19 W 21ST ST SUITE 702 NEW YORK CITY NY 10010 471713004 501(C)3 8000 0 IN SUPPORT OF THE TIRELESS AND SELFLESS WORK DONE BY FABIO FICANO. FROM THE SEBASTIANIS INVESTMITT COOPERATIVE 1221 HAZELTON ST PETOSKEY MI 49770 993949603 501(C)3 5500 0 LAUNCHING THE INVESTMITT COMMUNITY FUND MATCHING GRANT JHPIEGO 1615 THAMES STREET BALTIMORE MD 212313492 237424444 501(C)3 10000 0 ADVISORY BOARD COMMITMENT KIERSTEN'S RIDE 04316 COSIER ROAD EAST JORDAN MI 49727 474311739 501(C)3 12300 0 SPRING 2024 GRANT CYCLE - KIERSTEN'S RIDE SUICIDE PREVENTION CONFERENCE 2024 LITTLE ESSENTIALS 74 GRAND AVENUE 1C BROOKLYN NY 11205 275281758 501(C)3 15000 0 GENERAL SUPPORT LITTLE TRAVERSE BAY HOSPICE FUND 1349 US 131 SUITE A PETOSKEY MI 49770 383032185 501(C)3 10000 0 INTERFUND GRANT FROM HAMEISTER FAMILY CHARITABLE FUND TO LITTLE TRAVERSE BAY HOSPICE FUND - LITTLE TRAVERSE BAY HUMANE SOCIETY 1300 WEST CONWAY ROAD HARBOR SPRINGS MI 49740 381384441 501(C)3 63777 0 GENERAL SUPPORT, ANNUAL INCOME ALLOCATION LITTLE TRAVERSE CONSERVANCY 3264 POWELL ROAD HARBOR SPRINGS MI 49740 237267810 501(C)3 579807 0 GENERAL SUPPORT, ANNUAL ALLOCATION, PRESERVE, IMPROVEMENTS LREI 40 CHARLTON ST NEW YORK NY 10014 135562268 501(C)3 22500 0 FACILITATING COMMUNITY FUND MACKINAC STRAITS RAPTOR WATCH PO BOX 465 PETOSKEY MI 49770 831936124 501(C)3 22450 0 FALL 2024 GRANT CYCLE - SPRING OWL BANDING, OPERATIONS MANNA FOOD PROJECT 8791 MCBRIDE PARK COURT HARBOR SPRINGS MI 49740 382764533 501(C)3 98000 0 GENERAL SUPPORT, PRODUCE, PROTERIN AND DAIRY MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 382445611 501(C)3 129272 0 FOR USE IN THE FUTURE FOR THE CANCER CENTER, NURSE INTERN PROGRAM, GENERAL SUPPORT MICHIGAN MEDICINE - OFFICE OF DEVELOPMENT 777 E EISENHOWER PKWY STE 650 ANN ARBOR MI 48108 386006309 501(C)3 10000 0 BENIGN URETERAL PATHOLOGY RESEARCH FUND MICHIGAN STATE UNIVERSITY-ELI BROAD COLLEGE OF BUSINESS 632 BOGUE ST N505 EAST LANSING MI 48824 386005984 501(C)3 6000 0 JULIE FASONE HOLDER AND JOHN HOLDER SCHOLARSHIP MIDLAND AREA COMMUNITY FOUNDATION 76 ASHMAN CIRCLE MIDLAND MI 48640 382023395 501(C)3 10000 0 TOM HOLDER GOLF SCHOLARSHIP FUND #692 MUD BROTHERS OF THE NORTH ATV CLUB PO BOX 553 INDIAN RIVER MI 49749 454756434 501(C)3 8000 0 GENERAL USE NCH CENTER FOR PHILANTHROPY PO BOX 234 NAPLES FL 34106 590694358 501(C)3 25000 0 TO RECOGNIZE PHYSICIAN MIKAELA O'CONNOR, MEDICAL DIPLOMATS COUNCIL NCMC FOUNDATION 1515 HOWARD ST PETOSKEY MI 49770 382910328 501(C)3 545500 0 CAREER AND TECHNICAL/TRADES EDUCATION ENHANCEMENT PROJECT, AL MEDICAL, CHILD CARE INITIATIVE, JEWEL PROGRAM NEHEMIAH PROJECT 36 BRIDGE ST PETOSKEY MI 49770 383026718 501(C)3 225000 0 GENERAL SUPPORT, ANNUAL ALLOCATION, MARY MARGRET HOUSE ROOF NORTH EMMET LITTLE LEAGUE 3243 ASPEN VIEW TRL BOYNE FALLS MI 49713 382509002 501(C)3 21104 0 SPRING 2024 GRANT CYCLE - TURF INSTALLATION AND GEAR STORAGE FOR NORTH EMMET LITTLE LEAGUE NORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION 1048 E MAIN ST PO BOX 86 BOYNE CITY MI 49712 383395829 501(C)3 75940 0 FOR HARBOR AREA RESIDENTIAL TRUST (HART) NORTHERN LAKES ECONOMIC ALLIANCE 1313 BOYNE AVENUE PO BOX 8 BOYNE CITY MI 49712 382616982 501(C)3 6000 0 SPRING 2024 GRANT CYCLE - NORTHERN LAKES ECONOMIC ALLIANCE 2025-2028 STRATEGIC PLAN NORTHERN MICHIGAN EQUINE THERAPY 05025 CHURCH ROAD BOYNE CITY MI 49712 300838013 501(C)3 51980 0 GENERAL SUPPORT NORTHMEN DEN YOUTH PANTRIES INC PO BOX 2085 PETOSKEY MI 49770 862073121 501(C)3 26600 0 FALL 2024 GRANT CYCLE - NUTRITION MATTERS FOR YOUTH PANTRY STUDENTS NORTHWEST MICHIGAN HABITAT FOR HUMANITY 1840 M119 UNIT 1 PETOSKEY MI 49770 382971056 501(C)3 167500 0 GENERAL SUPPORT, FOUNDATIONS FOR FUTURE, INFRASTRUCTURE COSTS AT MEADOWLANDS SUBDIVISION, LANTERN LANE BUILD, ANNUAL ALLOCATION OCEANA INC 1025 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 510401308 501(C)3 8250 0 GENERAL SUPPORT ODEN COMMUNITY ASSOCIATION PO BOX 217 ODEN MI 49764 386095981 501(C)3 28050 0 FALL 2024 GRANT CYCLE - TEMPLE BASEBALL FIELD RESTORATION PROJECT PARADIGM FOR PARITY 6 SEDGEWICK VILLAGE LANE DARIEN CT 06820 852840852 501(C)3 10000 0 GENERAL SUPPORT PELLSTON PUBLIC SCHOOLS 172 N PARK ST PELLSTON MI 497699400 386001178 OTHER 18902 0 CHEF POSITION, REBUILDING LADY HORNETS PETOSKEY AREA CS LEWIS FESTIVAL PO BOX 2026 PETOSKEY MI 49770 510567552 501(C)3 18000 0 FALL 2024 GRANT CYCLE - STRATEGIC TRANSFORMATION OF THE C.S. LEWIS FESTIVAL FOR LASTING IMPACT PETOSKEY AREA GARDEN CLUB INC PO BOX 746 PETOSKEY MI 49770 382168885 501(C)3 20000 0 2024 PARTIAL ANNUAL ALLOCATION FROM GARDEN CLUB PETOSKEY CLUB 1420 PLAZA DR PETOSKEY MI 49770 371458744 501(C)3 10000 0 SCHOLARSHIPS FOR NON-QUALIFIED MEDICAID CLIENTS PETOSKEY DISTRICT LIBRARY 500 E MITCHELL ST PETOSKEY MI 49770 823027702 501(C)3 28000 0 FALL 2024 GRANT CYCLE - MEETING PODS, FILM SERIES UPGRADES PETOSKEY MONTESSORI CHILDREN'S HOUSE 1560 E MITCHELL RD PETOSKEY MI 49770 351269818 501(C)3 7000 0 FALL 2024 GRANT CYCLE - PMCH CHILDCARE CAPACITY EXPANSION PETOSKEY UNITED METHODIST CHURCH 1804 E MITCHELL RD PETOSKEY MI 49770 381784822 501(C)3 15000 0 FALL 2024 GRANT CYCLE - FELLOWSHIP HALL UPDATE/RENOVATION PROJECT PGA REACH MICHIGAN PO BOX 4399 EAST LANSING MI 48826 382432039 501(C)3 10000 0 SUPPORTING PGA HOPE PROGRAMING PLANNED PARENTHOOD OF MICHIGAN PO BOX 3673 ANN ARBOR MI 48106 381707521 501(C)3 56443 0 PETOSKEY OFFICE PROGRAMS, ANNUAL DISTRIBUTION, SEXUAL HEALTH TOOLKIT PUBLIC SCHOOLS OF PETOSKEY 1130 HOWARD STREET PETOSKEY MI 49770 386001179 OTHER 74330 0 STADIUM DAKTRONICS PROJECT, ATHLETIC SPONSORSHIP, INCLUSIVE PLAYGROUND, CHARTER BUS SPONSOR, TEACHER APPRECIATION, TRACK BOOSTER, HS SOLAR ARRAY RAVEN HILL DISCOVERY CENTER 4737 FULLER ROAD EAST JORDAN MI 49727 383032707 501(C)3 10000 0 SPRING 2024 GRANT CYCLE - BUILDING ON A STRONG FOUNDATION RESORT-BEAR CREEK FIRE DEPARTMENT 373 N DIVISION RD PETOSKEY MI 49770 381555360 501(C)3 30500 0 SPRING 2024 GRANT CYCLE - EQUIPPING RESORT BEAR CREEK FIRE DEPARTMENT TO SAVE LIVES RONALD MCDONALD HOUSE OF WESTERN MICHIGAN 1323 CEDAR STREET NE GRAND RAPIDS MI 49503 382781170 501(C)3 11800 0 SPRING 2024 GRANT CYCLE - FAMILY SUPPORT PROGRAM ROTARY CHARITIES OF TRAVERSE CITY 800 COTTAGEVIEW DRIVE SUITE 1090 TRAVERSE CITY MI 49684 382170564 501(C)3 5937 0 LEADERSHIP LEARNING LAB 2024/2025 CF PARTNER ROTARY CLUB OF LITTLE TRAVERSE BAY SUNSET PO BOX 2101 PETOSKEY MI 49770 461455569 501(C)3 60000 0 AED COMMUNITY PROJECT, SCHOLARSHIPS ROTARY DISTRICT 6940 FOUNDATION C/O CARR RIGGS INGRAM 2633 CENTENNIAL BLVD 200 TALLAHASSEE FL 32308 592959080 501(C)3 7500 0 ROTARY YOUTH CAMP OF NORTH FLORIDA RYC ANNIVERSARY CAMPAIGN SAINT VINCENT DE PAUL - ST KATERI TEKAKWITHA CONFERENCE 150 W MAIN ST HARBOR SPRINGS MI 49740 463290767 501(C)3 16000 0 SPRING 2024 GRANT CYCLE - SAINT VINCENT DE PAUL - ST. KATERI TEKAKWITHA CONFERENCE SANCTUARY CARES 2770 ARAPAHOE ROAD SUITE 132-1092 LAFAYETTE CO 80026 990976379 501(C)3 7500 0 GENERAL SUPPORT SOS VERMILION GRACE AND STEPHEN TRUMAN PO BOX 68634 GRAND RAPIDS MI 49516 814996824 501(C)3 10000 0 UNRESTRICTED FUNDS SPRINGVALE TOWNSHIP 8198 E MITCHELL RD PETOSKEY MI 49770 382285253 OTHER 15000 0 FALL 2024 GRANT CYCLE - FIRE TRUCK THE CHILDREN'S FOUNDATION 3011 WEST GRAND BOULEVARD SUITE 218 DETROIT MI 48202 381357994 501(C)3 15000 0 TO SUPPORT THE CHILDREN'S HOSPITAL PROGRAMS THE DAVID SHELDRICK WILDLIFE TRUST USA 25283 CABOT ROAD SUITE 101 LAGUNA HILLS CA 92653 300224549 501(C)3 8250 0 GENERAL SUPPORT TIP OF THE MITT WATERSHED COUNCIL 426 BAY STREET PETOSKEY MI 49770 382361745 501(C)3 159349 0 HEALING THE BEAR INITIATIVE, ANNUAL ALLOCATION, GENERAL SUPPORT VEHICLES FOR CHANGE SAN DIEGO INC 3101 HOOVER AVE NATIONAL CITY CA 91950 921280609 501(C)3 25000 0 GENERAL SUPPORT VILLAGE OF ALANSON PO BOX 425 ALANSON MI 49706 381916237 501(C)3 7500 0 SPRING 2024 GRANT CYCLE - STREETSCAPE IMPROVEMENTS IN THE VILLAGE OF ALANSON WAWASHKAMO GOLF CLUB PO BOX 311 MACKINAC ISLAND MI 49757 361936715 501(C)3 15000 0 BUILDING FUND. TO HONOR THE GREAT WORK OF HISTORIAN, PHIL PORTER WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN 423 PORTER STREET PETOSKEY MI 49770 382302164 501(C)3 1500779 0 FOR THE CAPITAL CAMPAIGN, PLAYGROUND, EMPOWERING BRIGHT FUTURES WORLD CENTRAL KITCHEN ATTN DONOR SERVICES TEAM 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)3 16500 0 GENERAL SUPPORT SCHOLARSHIP FOR STUDENT ATTENDING ALBION COLLEGE 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING FERRIS STATE UNIVERSITY 2 3000 SCHOLARSHIP FOR STUDENT ATTENDING WESTERN MICHIGAN UNIVERSITY 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN STATE UNIVERSITY 3 6000 SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN TECHNOLOGICAL UNIVERSITY 3 6500 SCHOLARSHIP FOR STUDENT ATTENDING NORTH CENTRAL MICHIGAN COLLEGE 3 3250 SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF MICHIGAN 2 3000 SCHOLARSHIP FOR STUDENT ATTENDING NORTHERN MICHIGAN UNIVERSITY 2 2500 SCHOLARSHIP FOR STUDENT ATTENDING WAYNE STATE UNIVERSITY 1 3000 SCHOLARSHIP FOR STUDENT ATTENDING ALPENA COMMUNITY COLLEGE 2 2500 SCHOLARSHIP FOR STUDENT ATTENDING CENTRAL MICHIGAN UNIVERSITY 3 5500 SCHOLARSHIP FOR STUDENT ATTENDING CHAMINADE UNIVERSITY OF HONOLULU 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING COLUMBIA UNIVERSITY 1 1500 SCHOLARSHIP FOR STUDENT ATTENDING HILLSDALE COLLEGE 2 4000 SCHOLARSHIP FOR STUDENT ATTENDING HOPE COLLEGE 1 3000 SCHOLARSHIP FOR STUDENT ATTENDING ILLINOIS WESLEYAN UNIVERSITY 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING MIT 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING NORTHWESTERN MICHIGAN COLLEGE 1 1500 SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF MARY 1 3000 SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OFMISSISSIPPI 1 1000 PART I, LINE 2: COMMUNITY FOUNDATION STAFF MAY ASK TO VISIT THE ORGANIZATION TO WHICH THEY MADE A COMPETITIVE GRANT TO LEARN MORE ABOUT THE PROJECT AND THE EXECUTION OF THE PROJECT. STAFF TYPICALLY CALLS THROUGHOUT THE GRANT PERIOD FOR UPDATES, DEPENDING ON THE SIZE AND COMPLEXITY OF THE PROJECT. WHEN THE GRANT PERIOD IS COMPLETE, THE COMMUNITY FOUNDATION REQUIRES THE GRANTEE TO SUBMIT A FINAL REPORT DETAILING THE OUTCOMES COMPARED TO THE INTENDED OBJECTIVES OF THE GRANT. IF NEEDED, STAFF WILL FOLLOW UP WITH QUESTIONS ON THE FINAL REPORT TO BE SURE WE HAVE A CLEAR IDEA OF HOW THE GRANT DOLLARS WERE USED. X 15 2328585 MARKET QUOTE 0 1 1 PART I, LINE 32B: THE COMMUNITY FOUNDATION WORKS CLOSELY WITH FINANCIAL, LEGAL AND TAX ADVISORS TO EDUCATE THEM AND THEIR CLIENTS REGARDING THE POTENTIAL BENEFITS OF NONCASH CONTRIBUTIONS, SPECIFICALLY SECURITIES. IN INSTANCES OF CONTRIBUTIONS IN THE FORM OF SECURITIES, THE COMMUNITY FOUNDATION HOLDS ACCOUNTS WITH DIFFERENT FINANCIAL ADVISORS TO FACILITATE SUCH GIFTS. WHEN THE COMMUNITY FOUNDATION IS NOTIFIED OF A POTENTIAL GIFT OF SECURITIES, THE SECURITIES ARE TRANSFERRED FROM THE DONOR'S ACCOUNT TO ONE OF THE FINANCIAL ADVISOR ACCOUNTS HELD BY THE COMMUNITY FOUNDATION. THE FINANCIAL ADVISOR IS INSTRUCTED TO SELL THE SECURITIES UPON RECEIPT. THE COMMUNITY FOUNDATION'S GIFT ACCEPTANCE GUIDELINES OUTLINE THE POLICIES AND PROCEDURES FOR CASH AND NONCASH GIFTS. THE AMOUNT REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL ELECT ITS OWN MEMBERS BY MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BOARD RECEIVES A COPY OF THE FORM 990 VIA E-MAIL BEFORE IT IS FILED WITH THE IRS. THE COMMUNITY FOUNDATION RECEIVES A DRAFT FORM 990 AND REQUIRED SCHEDULES FROM OUR AUDITOR. IMMEDIATELY FOLLOWING RECEIPT OF THE DRAFT AND PRIOR TO FILING WITH THE IRS, THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED BY THE COMMUNITY FOUNDATION STAFF. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT COVERING POTENTIAL CONFLICTS IN ALL AREAS OF THE FOUNDATION'S OPERATIONS IS COMPLETED BY EACH BOARD MEMBER, STAFF AND VOLUNTEER ANNUALLY. IN SUCH CASES WHERE AN APPARENT CONFLICT OF INTEREST ARISES, BOARD, STAFF AND VOLUNTEERS ARE EXPECTED TO DISCLOSE RELEVANT INTEREST PRIOR TO DISCUSSION OR DEBATE ON RELATED GRANT DECISIONS, WHEREUPON THE NON-INTERESTED BOARD MEMBERS SHALL DECIDE IF THERE IS A CONFLICT OF INTEREST REQUIRING ABSTINENCE FROM DISCUSSION AND VOTING. GRANT APPLICATIONS ARE ALSO REQUESTED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST WITH STAFF OR DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMMUNITY FOUNDATION'S PRESIDENT AND EXECUTIVE COMMITTEE ANNUALLY REVIEW THE CEO'S PERFORMANCE AND MAKE A RECOMMENDATION FOR COMPENSATION TO THE FULL BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT REVIEW BY MEMBERS OF THE COMMITTEE, A REVIEW OF COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS, MICHIGAN NONPROFIT ASSOCIATION, COUNCIL OF MICHIGAN FOUNDATIONS AND LOCAL NONPROFIT ORGANIZATIONS. THE EXECUTIVE COMMITTEE'S RECOMMENDATION WITH SUBSTANTIATION IS MADE TO THE FULL BOARD OF DIRECTORS FOR ITS APPROVAL AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE COMMUNITY FOUNDATION IS CONFIRMED IN COMPLIANCE WITH NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS UNDER THE COUNCIL ON FOUNDATIONS. THE COMMUNITY FOUNDATION'S COMPLIANCE BOOK CONTAINING GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER POLICIES IS AVAILABLE FOR PUBLIC INSPECTION IN THE COMMUNITY FOUNDATION'S OFFICE DURING NORMAL BUSINESS HOURS. THE ANNUAL REPORT, AUDIT AND FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. COPIES ARE AVAILABLE ON REQUEST AND FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS. COPIES OF THE GOVERNING DOCUMENTS, AUDIT AND ALL COMMUNITY FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST OR ARE AVAILABLE FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: AGENCY ENDOWMENT GRANT AND EXP ACTI 1,745,164. AGENCY ENDOWMENT GIFT & INCOME ACTI -549,837. PART XII, LINE 2C FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NO CHANGE IN PROCESS FROM PRIOR YEAR.