2025-08-08T13:24:56-05:00 2024-12-31 381910111 UHY ADVISORS GREAT LAKES INC 1979 HOLLAND AVE SUITE A PORT HURON MI 48060 990 2024-01-01 382736601 FOUR COUNTY COMMUNITY FOUNDATION FOUR 8107980909 141 S MAIN STREET SUITE A ROMEO MI 48065 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 8107980909 2025-07-17 1 1 JESSICA WALZ P01227819 8109843829 2025-07-17 2024 2025-03-06 01:10:19Z KATHY WHITE-DICKENS 141 S MAIN STREET SUITE A ROMEO MI 48065 4133641 0 X WWW.4CCF.ORG X 1987 MI FOUR COUNTY COMMUNITY FOUNDATION IS COMMITTED TO SERVING THE CURRENT AND EMERGING NEEDS OF OUR LOCAL COMMUNITY, CONTINUING THE TRADITION OF PHILANTHROPY BEGUN GENERATIONS AGO. THE FOUNDATION IS DEDICATED TO BRINGING TOGETHER HUMAN AND FINANCIAL RESOURCES TO SUPPORT PROGRESSIVE IDEAS IN EDUCATION, HEALTH, COMMUNITY, YOUTH AND ADULT PROGRAMS. THE FOUNDATION PROVIDES A SECURE FLEXIBLE VEHICLE FOR INDIVIDUALS, FAMILIES, FOUNDATIONS AND ORGANIZATIONS TO POSITIVELY IMPACT THE QUALITY OF LIFE IN OUR COMMUNITY. THE FOUNDATION RECOGNIZES THAT IN ORDER TO MEET ITS COMMITMENTS TO THE COMMUNITY IT SERVES IT MUST SEEK GROWTH THROUGH ITS PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS. 16 16 4 60 0 0 1341550 1216501 0 0 429058 1033139 10194 10143 1780802 2259783 776497 1061898 0 0 244647 262242 0 0 79155 307322 489472 1328466 1813612 452336 446171 22907944 25247028 802506 905309 22105438 24341719 X SEE SCHEDULE O 0 0 1159162 1061898 PROVIDE GRANTS TO LOCAL NONPROFIT ORGANIZATIONS, GOVERNMENTAL AGENCIES, AND SCHOOLS TO IMPROVE THE QUALITY OF LIFE OF THOSE WHO LIVE AND WORK IN OUR SERVICE AREA. PROVIDE SCHOLARSHIPS TO STUDENTS IN OUR SERVICE AREA WHO ARE PURSUING HIGHER EDUCATION. THE FOUNDATION ACCOMPLISHED THE FOLLOWING: AWARDED 124 GRANTS IN THE AREAS OF EDUCATION, HEALTH/WELLNESS, COMMUNITY IMPROVEMENT, YOUTH DEVELOPMENT, AND HUMAN SERVICE (FOOD PANTRIES, WOMEN'S SHELTER, HOMELESS SHELTERS, HOSPICE SERVICES) AND AWARDED OVER 220 SCHOLARSHIPS TO GRADUATES OF LOCAL HIGH SCHOOLS WHO ARE PURSUING HIGHER EDUCATION AT A COLLEGE, UNIVERSITY, OR TRADE SCHOOL. 273237 SEE SCHEDULE O N/A 1432399 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X X KATHY WHITE-DICKENS 8107980909 141 S MAIN STREET SUITE A ROMEO MI 48065 MITCHELL BLONDE TRUSTEE 1.00 X 0 0 0 GREGORY BRYNAERT TRUSTEE 1.00 X 0 0 0 MARYROSE RILEY TRUSTEE 1.00 X 0 0 0 BRYAN CLOUTIER TRUSTEE 1.00 X 0 0 0 BRIDGITT MCCAUGHEY TRUSTEE 1.00 X 0 0 0 SHARON MUIR TRUSTEE 1.00 X 0 0 0 NANCY PARSCH TRUSTEE 1.00 X 0 0 0 CHAD STOLDT TRUSTEE 1.00 X 0 0 0 NANCY BATES TRUSTEE 1.00 X 0 0 0 LINDA STOUT TRUSTEE 1.00 X 0 0 0 JORDAN ACKERMAN TRUSTEE 1.00 X 0 0 0 MELISSA HAMANN TRUSTEE 1.00 X 0 0 0 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 40.00 X 112500 0 10033 KENNETH HUMMEL CHAIRPERSON 2.00 X 0 0 0 JOHANNA NUCULOVIC TREASURER 2.00 X 0 0 0 CONSTANCE BRZOZOWSKI SECRETARY 1.00 X 0 0 0 TRICIA DENNIS VICE - CHAIRPERSON 1.00 X 0 0 0 112500 0 10033 1 0 0 0 0 50912 132000 1033589 13038 1216501 531002 531002 1934109 400000 1568902 263070 365207 136930 502137 136930 365207 38311 50912 41886 -3575 -3575 AGENCY FUND ADMIN FEE 900099 9118 9118 CONSULTING SERVICES 900099 4600 4600 13718 2259783 150648 0 892634 475398 475398 586500 586500 122533 29298 66817 26418 111113 27405 71129 12579 5053 1240 3240 573 6437 2467 3673 297 17106 4154 10134 2818 1240 610 504 126 17432 4358 10459 2615 55164 55164 58185 58185 14991 14991 19535 3513 8667 7355 26127 10113 10411 5603 23267 5817 13960 3490 5282 1321 3169 792 943 236 566 141 7092 1773 4255 1064 1358 339 815 204 PROGRAM EXPENSES 214652 214652 DUES AND SUBSCRIPTIONS 20233 2307 5538 12388 CLOSING COSTS 10356 10356 MISCELLANEOUS 10026 2713 7313 3589 897 2692 1813612 1432399 302058 79155 200 200 1132729 2183475 365949 423903 25436 47901 16223 7538 273047 8685 20866307 22534289 244276 48575 22907944 25247028 33754 22686 146726 192940 56586 36815 438951 638868 126489 14000 802506 905309 X 22098493 24308274 6945 33445 22105438 24341719 22907944 25247028 X 446171 1716157 35100 38853 X X 0 1 X 1 0 X 722578 1622710 654769 1341550 1216501 5558108 722578 1622710 654769 1341550 1216501 5558108 5558108 336187 430921 375294 471687 531002 2145091 5298 4731 10194 10143 30366 7733565 0.71870 0.72920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CSV INCREASE - 2022 AMOUNT: $ 192. SPECIAL EVENTS - 2021 AMOUNT: $ 2,021. 2022 AMOUNT: $ -2,348. 2023 AMOUNT: $ 1,113. 2024 AMOUNT: $ -3,575. AGENCY FUND ADMIN FEE - 2021 AMOUNT: $ 3,277. 2022 AMOUNT: $ 6,887. 2023 AMOUNT: $ 9,081. 2024 AMOUNT: $ 9,118. CONSULTING SERVICES - 2024 AMOUNT: $ 4,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 116 60662 975112 10104 631736 1675620 14297876 1 1 0 1 X 21382423 817042 2904070 996045 58671 295119 23753700 18525578 1086894 2958986 732747 181083 275205 21382423 22970952 457729 -3940859 622579 11484 328179 18525578 19391978 1436326 2928992 482883 10770 292691 22970952 17429166 624242 2061124 447468 41085 234001 19391978 1.00000 0 0 16223 7538 8685 8685 OPERATING LEASE LIABILITY 14000 14000 3971262 1716157 35100 41886 1793143 2178119 55164 26500 81664 2259783 1761481 41886 41886 1719595 55164 38853 94017 1813612 PART IV, LINE 2B: THESE FUNDS ARE REPORTED IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS CODIFICATION STATEMENT 605, "TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS." IF A NOT-FOR-PROFIT ORGANIZATION ESTABLISHES, WITH ITS OWN FUNDS, A FUND AT THE FOUNDATION AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND, THE FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS AN AGENCY TRANSACTION. THE FOUNDATION REFERS TO SUCH FUNDS AS AGENCY FUNDS. THE FOUNDATION MAINTAINS LEGAL OWNSERHIP OF AGENCY FUNDS AND, AS SUCH, CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE FOUNDATION. HOWEVER, A LIABILITY IS ALSO ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS. INVESTMENT EARNINGS OR LOSSES ALLOCATED TO THE FUNDS AND DISTRIBUTIONS PAID TO THE AGENCY ARE RECORDED AS INCREASES AND DECREASES TO THE LIABILITY. DISTRIBUTIONS FROM ENDOWED AGENCY FUNDS ARE SUBJECT TO THE CURRENT SPENDING POLICY OF THE FOUNDATION. PART V, LINE 4: TO AWARD GRANTS TO LOCAL NONPROFIT ORGANIZATIONS, GOVERNMENTAL AGENCIES, AND SCHOOLS WHEN ADDITIONAL PROGRAM-RELATED FUNDING IS NEEDED; TO AWARD SCHOLARSHIPS TO LOCAL STUDENTS WHO ARE ATTAINING HIGHER EDUCATION AT COLLEGES, UNIVERSITIES, OR TRADE SCHOOLS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 41,886. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR RESTRICTED NONCASH CONTRIBUTIONS 26,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 41,886. PART XII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 38,853. GOLF OUTING 27450 14010 13440 235 383 100 3270 8240 2332 JUSTIN'S WALK 29123 24443 4680 900 5039 7 32650 12459 20191 3280 1713 4628 4423 7343 89223 50912 38311 235 3663 1813 7898 13563 14714 41886 -3575 0 A KID AGAIN INC 2014 N SAGNIAW RD 138 MIDLAND MI 48640 311440073 501(C)(3) 6000 0 ADVENTURES FOR FAMILIES ALMONT COMMUNITY SCHOOLS 4701 HOWLAND RD ALMONT MI 48003 386002157 8628 0 EDUCATIONAL GRANTS AMAZING GRACE CHURCH OF IMLAY CITY 210 N ALMONT AVE IMLAY CITY MI 48444 382483270 43000 0 YOUTH PASTOR SERVICES CAPAC COMMUNITY SCHOOLS PO BOX 610 CAPAC MI 48014 386003585 36276 0 EDUCATIONAL GRANTS COUNCIL ON AGING INC 600 GRAND RIVER AVENUE PORT HURON MI 48060 381876251 501(C)(3) 15500 0 PATIO ROOF DRYDEN COMMUNITY SCHOOLS 3866 ROCHESTER RD DRYDEN MI 48428 386002185 8322 0 EDUCATIONAL GRANTS FRIENDS OF FOSTER KIDS 51341 CELESTE SHELBY TWP MI 48315 263886394 501(C)(3) 12000 0 FOSTER CHILDREN PROGRAMS IMLAY CITY COMMUNITY SCHOOLS 634 W BORLAND RD IMLAY CITY MI 48444 386002213 37491 0 EDUCATIONAL GRANTS IMMANUEL CONGREGATIONAL UCC 1 HOVEY ST OXFORD MI 48371 382491257 10000 0 FREE MEALS PROGRAM LIONS VISUALLY IMPAIRED YOUTH CAMP INC 3409 N FIVE LAKES RD LAPEER MI 48446 382996775 501(C)(3) 7000 0 RESIDENTIAL SUMMER CAMP LOVE INC OF GREATER LAPEER 1680 N LAPEER RD LAPEER MI 48446 383379888 501(C)(3) 15000 0 HOMELESSNESS PREVENTION PROGRAM SAMARITAN HOUSE 62324 VAN DYKE WASHINGTON MI 48094 383213283 501(C)(3) 10000 0 FOOD PANTRY SUPPORT SKYLINE CAMP & RETREAT CENTER 5650 SANDHILL RD ALMONT MI 48003 202547823 501(C)(3) 15000 0 SWIMMING POOL REHABILITATION SUSIE Q'S KIDS INC 13116 IOWA DR WARREN MI 48088 832545476 501(C)(3) 13400 0 COMFORT BAGS TURNING POINT INC PO BOX 1123 MOUNT CLEMENS MI 48046 382292020 501(C)(3) 7000 0 DOMESTIC VIOLENCE SHELTER SUPPORT IMLAY CITY DOWNTOWN DEVELOPMENT AUTHORITY 150 N MAIN STREET IMLAY CITY MI 48444 386007180 8000 0 ART INSTALLATION KIWANIS CLUB OF LAPEER FOUNDATION PO BOX 501 LAPEER MI 48446 845174164 501(C)(3) 12500 0 INCLUSIVE PLAYGROUND LAPEER COUNTY ISD 1175 S LAPEER RD LAPEER MI 48446 381716140 17500 0 MODEL CLASSROOM LIBRARY INITIATIVE LAPEER LIONS CLUB 5626 BOWERS RD IMLAY CITY MI 48444 386091807 501(C)(4) 5624 0 EQUIPMENT TRAILER MACOMB SYMPHONY ORCHESTRA PO BOX 381062 CLINTON TOWNSHIP MI 48038 382742663 501(C)(3) 7250 0 YOUTH EDUCATION CONCERTS NEW DAY FOUNDATION FOR FAMILIES 245 BARCLAY CIRCLE SUITE 300 ROCHESTER HILLS MI 48307 260609040 501(C)(3) 10000 0 FINANCIAL ASSISTANCE FOR FAMILIES FACING CANCER OXFORD TOWNSHIP PARKS & RECREATION 2795 SEYMOUR LAKE RD OXFORD MI 48371 680667514 8000 0 PICKLEBALL COURTS ROMEO BAND BOOSTERS PO BOX 666 WASHINGTON MI 48094 300150314 501(C)(3) 10451 0 MARCHING BAND UNIFORMS RSA FOUNDATION 23855 LAWRENCE AVENUE CENTER LINE MI 48015 460834143 501(C)(3) 15000 0 EXPAND JOB & LIFE SKILLS PROGRAMS SZAJNA-CARR FOR THE PAWS 15967 VENICE AVENUE CLINTON TOWNSHIP MI 48035 932217785 501(C)(3) 20000 0 POLICE K9 WISH LIST VILLAGE OF ARMADA 74274 BURK STREET - PO BOX 903 ARMADA MI 48005 386004657 12500 0 MEMORIAL PARK PLAYSCAPE PROJECT VILLAGE OF DRYDEN 5602 MAIN STREET - PO BOX 329 DRYDEN MI 48428 386008375 13500 0 PROJECT CARDINAL EDUCATIONAL SCHOLARSHIPS 152 586500 PART I, LINE 2: BEFORE GRANT FUNDS ARE ISSUED, GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES THAT THE GRANT FUNDS WILL BE USED SOLELY FOR THE PURPOSE(S) STATED IN THE GRANT APPLICATION. WITHIN 30 DAYS OF THE COMPLETION OF THE PROGRAM/PROJECT, GRANTEES ARE REQUIRED TO SUBMIT A FINAL GRANT REPORT, WHICH VERIFIES THAT THE PROGRAM/PROJECT HAS TAKEN PLACE AND THAT THE GRANT FUNDS HAVE BEEN ENTIRELY SPENT FOR THE AGREED-UPON PURPOSE. SCHOLARSHIP RECIPIENTS ARE ALSO REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT. HOWEVER, GRANTS FOR INDIVIDUAL SCHOLARSHIPS ARE SENT DIRECTLY TO THE RECIPIENT'S COLLEGE OR UNIVERSITY TO ENSURE THAT GRANT FUNDS ARE USED FOR THE INTENDED PURPOSE(S). X 2 800 FMV X 3588 FMV X ANONYMOUS GIFT BASKET 1 1250 FMV X BIRDY BOUTIQUE CUSTOM BLANKETS 75 1200 FMV X RIGHT HOOK PRINTING BANNERS & YARD SIGNS 1 1180 FMV X ADOBE ACROBAT PRO 2020 LICENSES 2 1040 FMV X JD ENTERTAINMENT DJ SERVICES 1 900 FMV X ROMEO ART GUILD GIFT BASKET 1 500 FMV X SUE POOSCH GIFT BASKET 1 250 FMV X ALAN & NANCY PARSCH GIFT BASKET 1 200 FMV X OXFORD HILLS GOLF CLUB GIFT CERTIFICATE 1 180 FMV X HEATHER HILLS GOLF & RACQUET CLUB, INC. GIFT CERTICATE 1 156 FMV X RITUAL FOLK GIFT BASKET 1 150 FMV X JET'S PIZZA GIFT CERTIFICATE 1 130 FMV X ROMEO HISTORICAL SOCIETY GIFT BASKET 1 125 FMV X CASTLE CREEK GOLF CLUB GIFT CERTIFICATE 1 120 FMV X OLD WORLD NOUVEAU GIFT BASKET 1 110 FMV X INDIGO LAVENDER FARMS GIFT BASKET 1 100 FMV X ROBERT & JACQUELINE MCMAHON GIFT BASKET 1 100 FMV X FAITH YOGA GIFT BASKET 1 100 FMV X MOTHER EARTH SPA GIFT BASKET 1 100 FMV X ROMEO FAMILY RESTAURANT GIFT CERTIFICATE 1 100 FMV X WERNER'S HALLMARK GIFT CERTIFICATE 1 100 FMV X MCDONALD'S WASHINGTON GIFT CERTIFCATE 1 80 FMV X ANONYMOUS GIFT BASKET 1 75 FMV X SYCAMORE HILLS GOLF CLUB GIFT CERTIFICATE 1 74 FMV X FOUR CORNERS DINER GIFT CERTIFICATE 1 60 FMV X AUBIE'S SOAPS GIFT BASKET 1 50 FMV X THEE OFFICE PUB & COOKERY GIFT CERTIFCATE 1 50 FMV X PET SUPPLIES PLUS GIFT CERTIFICATE 1 50 FMV X THREE OAKS GOLF CENTER AND DRIVING RANGE T-SHIRT AND BASEBALL HAT 2 45 FMV X SHEENA'S MARKETPLACE GIFT CERTIFICATE 1 30 FMV X FULL CIRCLE MEALS GIFT CERTIFICATE 1 25 FMV X VERELLEN ORCHARDS & CIDER MILL GIFT CERTIFICATE 1 20 FMV 0 1 0 PART III, LINE 4B COMMUNITY INITIATIVES INCLUDES AN EARLY CHILDHOOD LITERACY PROGRAM, AN INTERNSHIP PROGRAM FOR COLLEGE STUDENTS, A GRANTWRITING INTERNSHIP PROGRAM, A MENTAL HEALTH SERVICES PROGRAM, A MEMORIAL GARDEN PROJECT FOR THE VICTIMS OF A SCHOOL SHOOTING, AND A HOLIDAY ASSISTANCE PROGRAM FOR LOW-INCOME FAMILIES WHO HAVE CHILDREN WITH SPECIAL NEEDS. THE FOUNDATION ACCOMPLISHED THE FOLLOWING: PROVIDED AN AGE-APPROPRIATE BOOK EACH MONTH TO APPROXIMATELY 2,500 CHILDREN WHO RESIDE IN OUR SERVICE AREA (BIRTH TO AGE 5); CONNECTED FOUR COLLEGE-AGED STUDENTS TO LOCAL BUSINESSES FOR SUMMER INTERNSHIPS; PROVIDED ON-THE-JOB LEARNING EXPERIENCES WITH WEEKLY CHECK-INS; CONNECTED FOUR INDIVIDUALS TO LOCAL GOVERNMENTAL AGENCIES FOR GRANTWRITING INTERNSHIPS TO EXPLORE GRANT OPPORTUNITIES FROM OTHER FOUNDATIONS AND STATE/FEDERAL AGENCIES; PROVIDED MENTAL HEALTH SERVICES TO APPROXIMATELY 20 LOW-INCOME AND UNINSURED/UNDER-INSURED INDIVIDUALS WHO LIVE IN OUR SERVICE AREA; PROVIDED FINANCIAL MANAGEMENT AND OVERSIGHT OF A MEMORIAL GARDEN PROJECT IN MEMORY OF FOUR LOCAL TEENAGERS THAT LOST THEIR LIVES IN A SCHOOL SHOOTING; AND PROVIDED GIFTS AND MUCH-NEEDED CLOTHING, COATS/GLOVES, AND SPECIAL EQUIPMENT TO LOW-INCOME FAMILIES WHO HAVE CHILDREN WITH SPECIAL NEEDS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE BOARD OF TRUSTEES HAS DELEGATED RESPONSIBILITY TO THE FOUNDATION'S AUDIT & STANDARDS COMMITTEE TO REVIEW AND APPROVE FORM 990 PRIOR TO ITS FILING. ANY OTHER TRUSTEE MAY ALSO REVIEW FORM 990 PRIOR TO SUBMISSION. THE APPROVED FORM 990 IS THEN MADE AVAILABLE TO ALL TRUSTEES ON ITS FILE-SHARING PLATFORM. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT & STANDARDS COMMITTEE REVIEWS THE POLICY AT LEAST EVERY THREE YEARS AS PART OF ITS NATIONAL STANDARDS ACCREDITATION THROUGH THE COUNCIL ON FOUNDATIONS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS: THE EXECUTIVE COMMITTEE EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY USING THE TOOLS AND PROCESS APPROVED BY THE BOARD OF TRUSTEES. USING NATIONAL COMMUNITY FOUNDATION SALARY SURVEY INFORMATION, AND ANY OTHER AVAILABLE INFORMATION SPECIFIC TO MICHIGAN COMMUNITY FOUNDATIONS, THE EXECUTIVE COMMITTEE THEN PRESENTS A COMPENSATION RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: ALL ORGANIZATIONAL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE FOUNDATION'S MAIN OFFICE. FORM 990, PART XI, LINE 9: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 38,853. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN OVERSIGHT FROM THE PRIOR YEAR.