2026-02-09T15:37:36-06:00 2025-09-30 382706146 YEO & YEO PC PO Box 248 Alma MI 48801 990 2024-10-01 383087756 Gratiot County Community Foundation GRAT 9898754222 168 E Center St Ithaca MI 48847 Joy O'Neill Treasurer 9898754222 2026-02-06 1 0 Ali N Barnes P01311128 9894636108 2026-02-06 2024 2025-03-06 01:10:19Z Joy O'Neill 168 E Center St Ithaca MI 48847 1481824 0 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. 18 18 3 18 0 0 360823 332766 13801 15787 958679 846223 3300 3600 1336603 1198376 694264 610094 0 0 181653 203014 0 0 24147 143242 166182 1019159 979290 317444 219086 19029200 20286147 1242295 1347350 17786905 18938797 To receive and accept property that will be exclusively used for charitable purposes, primarily for the benefit of Gratiot County residents and institutions. 0 0 729953 610094 865610 Grants and scholarships awarded for community projects and programs in fields of education, health, human services, arts, culture and community service. 729953 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MI X X Chelsea Holmes 9898754222 PO Box 248 168 E Center St Ithaca MI 48847 Tim Lambrecht Director 1.00 X 0 0 0 Ali Barnes President 1.00 X X 0 0 0 Jim Wheeler Treasurer 1.00 X X 0 0 0 Laura Bever Director 1.00 X 0 0 0 Marisa Bramer Director 1.00 X 0 0 0 Jennifer Stambaugh Secretary 1.00 X 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 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 Director 40.00 X 95000 0 0 95000 0 0 0 0 0 0 0 332766 18712 332766 Administrative Fees 525920 15787 15787 15787 415531 415531 714140 283448 430692 430692 430692 Miscellaneous income 561000 3600 3600 3600 1198376 865610 0 0 374559 374559 235535 235535 102000 25500 66300 10200 86587 21646 56282 8659 14427 3607 9377 1443 13443 13443 60242 60242 1897 1897 1243 1243 10211 10211 35381 35381 1200 1200 3845 3845 4588 4588 4324 4324 Service projects 8339 8339 Utilities and fuel 6606 6606 Miscellaneous expenses 6306 525 5781 Dues and subscriptions 4539 4539 4018 4018 979290 729953 225190 24147 63355 98830 213889 239476 750 250 5095 5616 278570 72439 210719 206131 18375171 19571582 160221 164262 19029200 20286147 9021 10513 176207 136887 1057067 1199950 1242295 1347350 X 17625934 18774285 160971 164512 17786905 18938797 19029200 20286147 X 219086 928765 4041 X 0 1 X 1 0 X 327783 514022 259883 343002 332766 1777456 327783 514022 259883 343002 332766 1777456 153894 1623562 344266 379828 370433 405951 431318 1931796 3709252 1949796 0.43770 0.41250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 117 9353 273088 34000 589544 1326802 16567437 1 1 0 1 X 17103088 346165 1453352 671544 18231061 14488135 372034 3232325 989406 17103088 13545960 264883 1641974 964682 14488135 16362135 536872 -2376192 976855 13545960 14149478 351783 2633813 772939 16362135 1.00000 0 0 102400 102400 151990 48259 103731 24180 24180 0 206131 2070940 928765 4041 932806 1138134 60242 60242 1198376 919048 0 919048 60242 60242 979290 Part IV, Line 2b: The Foundation holds amounts on behalf of others. The funds are set up by unaffiliated non-profit organziations for their own benefit with the Foundation. 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 classifed 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. Part XI, Line 2d - Other Adjustments: Change in value of charitable remainder trust 4,041. 0 Alma Highland Festival 7199 North Luce Road Alma MI 48801 386004532 GOV 5250 0 Renovations Alma Little League PO Box 592 Alma MI 48801 010853315 3 7500 0 Renovations Alma Police Department 525 East Superior Alma MI 48801 386004532 GOV 12000 0 Public Safety Ashley Community Schools 104 New Street PO Box 6 Ashley MI 48806 386001353 GOV 8500 0 Donor Advised - Student Support Ashley Community Schools 104 New Street PO Box 6 Ashley MI 48806 386001353 GOV 15050 0 Student Support Breckenridge Elementary School 515 Summit Street Breckenridge MI 48615 386001425 GOV 15050 0 Student Support Breckenridge Wheeler Area Historical Society PO Box 52 Breckenridge MI 48615 383188482 3 6000 0 Designated - General Breckenridge Wheeler Township Volunteer Rescue Fire Department 513 E Saginaw St PO Box 111 Breckenridge MI 48615 010625840 GOV 7117 0 Fire Hall Carrie Knause Elementary 121 I and K Streets St Louis MI 48880 386001334 GOV 15050 0 Student Support City of Ithaca 129 West Emerson Ithaca MI 48847 386007181 GOV 5373 0 Public Safety Commission on Aging 515 S Pine River Ithaca MI 48847 386004853 GOV 10000 0 Equipment Fulton Elementary 8060 Ely Highway Middleton MI 48856 386001363 GOV 15050 0 Student Support Girl Scouts Heart of Michigan 5470 Davis Road Saginaw MI 48604 381581300 3 7000 0 General Support Gratiot County Hope House 1001 W Washington Street St Louis MI 48880 855453790 3 15000 0 Shelter Gratiot County Sherriff Department 226 East Center Ithaca MI 48847 386004853 GOV 5796 0 Student Programs Gratiot Emergency Housing Corp PO Box 611 Alma MI 48801 237109939 3 16000 0 Housing Gratiot String Association PO Box 44 Alma MI 48801 270943430 3 5820 0 Program Support Healthy Pine River Inc 5375 Blue Heron Drive Alma MI 48801 475359441 3 5033 0 Research Heroes Center 1329 Michigan Ave St Louis MI 48880 883729053 3 15000 0 Renovations Ithaca North Elementary School 201 E Arcada Street Ithaca MI 48847 386001368 GOV 15050 0 Student Support Ithaca South Elementary School 400 Webster Ithaca MI 48847 386001368 GOV 15050 0 Student Support Michigan Arts Access (MiAAA) 111 East Kirby Street Detroit MI 48202 382690117 3 5500 0 Student Support Mid-Michigan Big Brothers Big Sisters 1060 Pueblo Pass Lake Isabella MI 48893 382061743 3 10000 0 Donor Advised - Food Program Mid-Michigan District Health Department 151 Commerce Drive Ithaca MI 48847 381808049 3 7735 0 Health Supplies MidMichigan Health Foundation 4000 Wellness Drive Midland MI 48670 812813405 3 6300 0 Surgical Services Eugene M Nikkari Elementary 301 W State Street St Louis MI 48880 386001334 GOV 15050 0 Student Support Office of Human Services 232 N Mill Street PO Box 2 St Louis MI 48880 382519160 3 9000 0 Food Pantry Ithaca Adventist Community Service Center 935 N Pine River Street Ithaca MI 48847 382491927 3 8000 0 Clothing St Louis Area Fire Department 300 N Mill Street St Louis MI 48880 383582367 GOV 6925 0 Public Safety United Way of Greater Central Michigan 525 North State Street Alma MI 48801 381957175 3 15000 0 Designated United Way of Greater Central Michigan 524 E Mosher St Suite 400 Mt Pleasant MI 48858 381957175 3 10000 0 Community Support Village of Breckenridge 104 East Saginaw Street PO Box 276 Breckenridge MI 48615 386007157 GOV 10000 0 Playground Renovations Women's Resource Center 150 West Center Street Alma MI 48801 300173162 3 16200 0 Renovations 16 15 Scholarship 87 235535 Part I, Line 2 Procedures for Monitoring the Use of Grant Funds 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. 1 X 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11b The return was presented to the board prior to filing for their review and approval. Form 990, Part VI, Section B, 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) understands that the Foundation is a charitable organizationand 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, Part VI, Section B, line 15a Compensation for the executive director of the foundation is subject to annual review and approval by the board of directors. Form 990, Part VI, Section C, line 19 Documents are available for public inspection upon written request. Form 990, Part XI, line 9: Change in value of charitable remainder trust 4,041.