2025-11-10T17:47:14-05:00 2024-12-31 461335331 ALTRUIC ADVISORS CPAS 417 FOREST AVENUE PLYMOUTH MI 48170 990 2024-01-01 455332078 LAKE TRUST CREDIT UNION FOUNDATION LAKE 8882677200 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS PRESIDENT 8882677200 2025-11-10 true true RYAN N HAGAN CPA P00293011 8882985297 2025-11-10 2024 2025-03-06 01:10:19Z DAVID SNODGRASS 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 436181 false X WWW.LAKETRUST.ORG/FOUNDATION X 2012 MI TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING, AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. 5 0 0 0 358033 258633 0 5839 7576 11183 54608 375055 320817 179491 240065 0 0 0 0 845 21003 180336 261068 194719 59749 981382 1045631 5500 10000 975882 1035631 TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING, AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. false false 240210 240065 LAKE TRUST CREDIT UNION FOUNDATION IS A MICHIGAN NONPROFIT CORPORATION THAT WAS ESTABLISHED IN 2013 WITH A MISSION TO HELP BUILD AND SUSTAIN HEALTHY AND VIBRANT COMMUNITIES THROUGH PARTNERSHIPS, OUTREACH PROGRAMS, GRANTS, AND SUPPORT. THE FOUNDATION'S PRIORITIES ARE EMPOWERING ENTREPRENEURS, ENABLING YOUTH TO THRIVE, FOSTERING ECONOMIC EQUITY, SUPPORTING ATTAINABLE AND SECURE HOUSING, AND STRENGTHENING COMMUNITY RESILIENCE. 240210 true true false false false false false false false false false false false false false false true false false false false false false false true true false true true true false false false false false false false false false false false false false true false false false true 4 0 0 false false false false false true true false false false false false false X 5 0 false false false false false false false true true false false true true true true true true false false false MI X X AMANDA HUSZTI 8882677200 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS PRESIDENT 0.50 40.00 X X 0 1002892 46357 BRANDALYNN WINCHESTER-MIDDLEBROOK TREASURER 4.00 40.00 X X 0 252042 21713 RAYNOR ZILLGITT SECRETARY 0.50 40.00 X X 0 184226 22926 THERESA DUBIEL BOARD MEMBER 0.50 40.00 X 0 271158 21213 LINDA DOUGLAS BOARD MEMBER 0.50 40.00 X 0 200328 36399 1910646 148608 false true false 119511 100000 39122 258633 7576 7576 50432 119511 67543 -17111 119540 47821 71719 71719 320817 79295 199411 199411 40654 40654 18735 18735 579 145 434 MARKETING EXPENSES 1689 1689 261068 240210 20858 0 980382 353364 690592 1675 1000 981382 1045631 5500 10000 5500 10000 X 942885 987758 32997 47873 975882 1035631 981382 1045631 X 59749 X false true X true false X 244704 350041 267407 358033 258633 1478818 244704 350041 267407 358033 258633 1478818 798130 680688 103 1298 5839 7576 14816 119540 119540 1613174 50432 0.42200 0.42180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 452106 83468 47821 131289 320817 320817 392357 83468 47821 131289 261068 261068 SCHEDULE D, PAGE 4, PART XI, LINE 2D RAFFLE EXPENSES 47,821 SCHEDULE D, PAGE 4, PART XII, LINE 2D RAFFLE EXPENSES 47,821 SCHEDULE D, PAGE 4, PART XIII THE ORGANIZATION RECEIVED IN-KIND SERVICES FROM VOLUNTEERS TO CARRY OUT THE ORGANIZATION'S MISSION. THE IN-KIND SERVICE AMOUNT IS CALCULATED TO BE 83,468, WHICH INCLUDES THE FAIR VALUE OF THESE SERVICES. GOLF OUTING 169943 119511 50432 6432 45444 350 15317 169943 119511 50432 6432 45444 350 15317 67543 -17111 false false 119540 40532 7289 true 1.00000 119540 40532 7289 47821 71719 MI true false false false 1.00000 RONALD REARDON 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 false false true YOGA STRONG 142 BRIGHTON LAKE RD BRIGHTON MI 48116 821549390 501C3 7500 SUPPORT CITY RESCUE MISSION LANSING 2216 S CEDAR STREET LANSING MI 48910 381626400 501C3 5738 SUPPORT AYA YOUTH COLLECTIVE GRANT 320 STATE STREET SE GRAND RAPIDS MI 49503 462391112 501C3 10000 SUPPORT MOMENTUM CENTER EXTENDED GRACE 401 NORTH 7TH STREET GRAND HAVEN MI 49417 611766666 501C3 10000 SUPPORT OZONE HOUSE 1600 N HURON RIVER DR YPSILANTI MI 48197 381916505 501C3 10000 SUPPORT HAVEN HOUSE 121 WHITEHILLS DR EAST LANSING MI 48823 382433890 501C3 12500 SUPPORT LOVE CENTERS INTERNATIONAL INC 1550 WEST DRAHNER ROAD OXFORD MI 48371 464942104 501C3 15000 SUPPORT THE PINK FUND PO BOX 607 SOUTHFIELD MI 48037 450544575 501C3 12000 SUPPORT SHELTER ASSOCIATION OF WASHTENAW COUNTY 225 NORTH MICHIGAN AVE STE 1700 ANN ARBOR MI 48107 382533030 501C3 13500 SUPPORT SCHOLASTIC BOOK FAIR 557 BROADWAY NEW YORK NY 10012 133385513 14400 SUPPORT 9 1 SCHOLARSHIPS 4 30000 TEAM MEMBER ASSISTANCE 12 10654 SCHEDULE I, PAGE 1, PART I, LINE 2 THE LAKE TRUST FOUNDATION ACCEPTS REQUESTS FOR GRANT AND PROGRAM SUPPORT THROUGH AN APPLICATION VIA OUR WEB SITE AT WWW.LAKETRUST.ORG/FOUNDATION. REQUIREMENTS FOR REQUESTING SUPPORT IS AVAILABLE ON THE WEBSITE DURING THE PROGRAM OR GRANT REQUEST PERIOD. false false false false false false false false false DAVID SNODGRASS PRESIDENT 1002892 46357 1049249 BRANDALYNN WINCHESTER-MIDDLEBROOK TREASURER 252042 21713 273755 RAYNOR ZILLGITT SECRETARY 184226 22926 207152 THERESA DUBIEL BOARD MEMBER 271158 21213 292371 LINDA DOUGLAS BOARD MEMBER 200328 36399 236727 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM IS REVIEWED BY THE FOUNDATION PRESIDENT, FOUNDATION TREASURER, LAKE TRUST EVP CHIEF FINANCIAL OFFICER, LAKE TRUST CU AVP ACCOUNTING, AND LAKE TRUST CU ACCOUNTANT. FORM 990, PAGE 6, PART VI, LINE 12C WHEN A MEMBER OF THE BOARD OR AN OFFICER IS AFFILIATED WITH AN ORGANIZATION SEEKING TO PROVIDE SERVICES OR FACILITIES TO THE CORPORATION, OR WHEN A MEMBER OF THE BOARD OR OFFICER HAS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST, REAL OR APPARENT, SUCH AFFILIATION OR CONFLICT OF INTEREST SHOULD BE DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD, EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION OR AS PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD. AN AFFILIATION WITH AN ORGANIZATION WILL BE CONSIDERED TO EXIST WHEN A BOARD MEMBER OR OFFICER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY OR CLOSE RELATIVE IS AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, EMPLOYEE OR AGENT OF THE ORGANIZATION, OR HAS ANY OTHER SUBSTANTIAL INTEREST OR DEALINGS WITH THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 RAFFLE EXPENSES 47,821 RAFFLE EXPENSES -47,821 CR UNIONS CHARTERED IN THE STATE OF MI 222 LAKE TRUST CREDIT UNION 4605 S OLD US HWY 23 BRIGHTON MI 48114 381250516 CR. UNION MI 501C14 N/A false false false true false false false false false false false false false false false false false false false false LAKE TRUST CREDIT UNION C 100000 CASH PAYMENT