2024-07-23T07:37:21-07:00 2023-12-31 382763936 KAMMERMANN & BASCOM PC 110 PARK AVENUE CHARLEVOIX MI 49720 990 2023-01-01 383033739 Charlevoix County Community Foundation CHAR 2315362440 PO Box 718 East Jordan MI 49727 Sara Ward President 2024-07-18 true Sara Ward 999009999 true Velda K Kammermann P01056809 2315474911 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z Sara Ward PO Box 718 East Jordan MI 49727 7394936 false X www.c3f.org X 1991 MI Awarding grants and scholarships. 15 15 7 0 2832921 2344286 0 5888860 2815214 0 8721781 5159500 2655777 2483957 0 460552 509320 0 145415 241247 262576 3357576 3255853 5364205 1903647 52092908 59152567 4307631 5551723 47785277 53600844 Awarding grants and scholarships. false false 2881030 2483957 The Organization serves the County of Charlevoix, Michigan, through the awarding of grants to other non-profit organizations and scholarships to students. 2881030 true true false false false true false false false true true false false false true false true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 10 0 true 7 true false false false false false false false 0 false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false MI X X Sara Ward 2315362440 301 Water Street East Jordan MI 49727 Sara Ward President 40.00 0.00 X 102238 0 0 Robert Hansen Jr President 40.00 0.00 71654 0 0 Monica Peck Chair 2.00 0.00 X X 0 0 0 Jennifer Boyer Vice-Chair 2.00 0.00 X X 0 0 0 Bill Lorne Treasurer 2.00 0.00 X X 0 0 0 Keith Carey Secretary 2.00 0.00 X X 0 0 0 Fred Malpass Past Chair 2.00 0.00 X X 0 0 0 Carol Timmer Trustee 1.00 0.00 X 0 0 0 Jeff Crouse Trustee 1.00 0.00 X 0 0 0 Erika Van Dam Trustee 1.00 0.00 X 0 0 0 Pam Grassmick Trustee 1.00 0.00 X 0 0 0 Angie Nachazel Trustee 1.00 0.00 X 0 0 0 John Doskoch Trustee 1.00 0.00 X 0 0 0 Cindy Grice Trustee 1.00 0.00 X 0 0 0 John McLeod Trustee 1.00 0.00 X 0 0 0 Don Jess Trustee 1.00 0.00 X 0 0 0 Dean Solomon Trustee 1.00 0.00 X 0 0 0 173892 1 true false false 0 2344286 466730 2344286 0 1508609 1508609 0 0 0 3542041 2235436 1306605 1306605 1306605 0 0 0 0 5159500 2815214 2214591 2214591 269366 269366 0 0 173892 60862 68027 45003 0 234544 140625 59157 34762 22464 11082 6995 4387 43785 21599 13635 8551 34635 17086 10785 6764 0 160 88 48 24 17007 9354 5102 2551 0 0 0 8031 4417 2409 1205 46856 25771 7028 14057 21878 12033 6563 3282 64796 35638 19439 9719 0 10663 5865 3199 1599 7037 3870 2111 1056 0 13648 7507 4094 2047 0 0 13118 7215 3935 1968 0 Supplies 44962 24729 13489 6744 Dues and subscriptions 11308 6220 3392 1696 Life insurance premiums 3112 3112 0 3255853 2881030 229408 145415 100106 108305 3077035 3495280 30622 23168 0 0 0 0 0 3005 0 563517 194841 381794 368676 48500346 55157138 0 0 0 0 52092908 59152567 17674 16704 602462 551700 3687495 4983319 4307631 5551723 X 1151841 1285544 46633436 52315300 47785277 53600844 52092908 59152567 X 1903647 5207744 -1295824 X false true X true false X 2182875 4218344 6367440 2832921 2344286 17945866 0 0 2182875 4218344 6367440 2832921 2344286 17945866 4637295 13308571 1158596 992083 2507045 1594801 1508609 7761134 0 1895278 2176534 592989 4294059 1306605 10265465 35972465 0.37000 0.37110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74 908514 1152546 15906206 true true 39670178 718527 6412648 604894 983080 45213379 48717405 1297769 -8634714 696842 1013440 39670178 39739033 4585250 6838402 774064 1671216 48717405 33170708 2299476 5982762 629022 1084891 39739033 27461678 826718 6255838 552460 821066 33170708 0.22520 0.77480 false false false 25000 25000 460967 117291 343676 77550 77550 368676 Funds Held on Behalf of Agencies 4983319 4983319 10367244 5207744 5207744 5159500 5159500 3255853 3255853 3255853 Part V, Line 4: Intended uses of the endowment fund. Net income shall be distributed from the fund for the charitable purpose of the fund. The term "net income" means the amount available for distribution from the fund under the Foundation's spending policy in effect from time to time. The principal of the fund shall remain intact and not be subject to distribution, absent unusual circumstances. true Alden and Vada Dow Family Fdn 315 Post Street Midland MI 48640 386058512 10500 0 Grantmaking Basilica of Saint Mary Star 1010 Windsor Lane Key West FL 33040 596015970 15000 0 For Safety Officer for School Bay Area Substance Education 208 West Lincoln Charlevoix MI 49720 383159363 94241 0 General operations Beaver Island Cultural Arts PO Box 326 Beaver Island MI 49782 300349542 12000 0 Piano purchase Beaver Island EMS 37830 Kings Highway Beaver Island MI 49782 382759154 27566 0 Operations and equipment purchases Beaver Island Historical Soci 26275 Main Street Beaver Island MI 49782 386087750 16594 0 General opeations Beaver Island Rural Health Ce PO Box 146 Beaver Island MI 49782 383299988 179102 0 General operations & repairs Big Brothers Big Sisters of N 900 East Front Street Traverse City MI 49686 237043163 16500 0 Advancement Specialist position Boyne Area Skate Park 668 State Street Boyne City MI 49712 883150571 5500 0 Skate park construction documents Boyne City Public Schools 321 S Park Street Boyne CIty MI 49712 382137553 5400 0 Education programs Boyne District Library 201 East Main Street Boyne City MI 49712 383328007 12183 0 General operations Camp Daggett 03001 Church Road Petoskey MI 49770 381617980 26065 0 General operations and repairs Char-Em ISD 08568 Mercer Blvd Charlevoix MI 49720 941737782 30150 0 Great Start Collaborative preschool Charlevoix Area Community Poo 11905 US 31 North Charlevoix MI 49720 383219489 51996 0 General operations and improvements Charlevoix Area Humane Societ 614 Beardsley Boyne City MI 49712 382107163 36722 0 General operations and programs Charlevoix Circle of Arts PO Box 617 Charlevoix MI 49720 262637019 19500 0 General operations and programs Charlevoix Historical Society PO Box 525 Charlevoix MI 49720 382636672 83761 0 Support programs Charlevoix Kiwanis Youth Foun PO Box 275 Charlevoix MI 49720 386099697 6350 0 Purchase books Charlevoix Public Library 220 W Clinton Street Charlevoix MI 49720 030474720 33318 0 General operations and programs Charlevoix Public Schools 104 E St Marys Drive Charlevoix MI 49720 386027952 25031 0 Education programs Child & Family Services of NW 3785 Veterans Drive Traverse City MI 49684 382534222 20356 0 General operations Christ Episcopal Church PO Box 385 Charlevoix MI 49720 800820539 28874 0 General operations City of Boyne City 319 N Lake Street Boyne City MI 49712 386004540 34636 0 Picnic Pavilion and rec programs City of Charlevoix 210 State Street Charlevoix MI 49720 386004543 9926 0 Recreation programs City of East Jordan PO Box 499 East Jordan MI 49727 386033590 68626 0 Park upgrades and rec programs Communities in Schools of NW 205 Grove Street Mancelona MI 49659 270726563 14500 0 Educational programs Community Food Pantry 100 West Hurlbut Charlevoix MI 49720 383553346 6500 0 General operations Community Foundation Serving 1123 Spruce Street Boulder CO 80302 841171836 10000 0 Grantmaking Council of Michigan Foundatio 3101 E Grand Blvd 300 Detroit MI 48202 386263347 17500 0 To support the Leadership Fund Crooked Tree Arts Council 461 E Mitchell Street Petoskey MI 49770 237187264 36853 0 General operations and programs Culver Educational Foundation 1300 Academy Road 153 Culver IN 46511 350868071 10000 0 For performing arts Depot Jordan Valley Teen Cent PO Box 283 East Jordan MI 49727 364812633 12900 0 Programming and general support East Jordan Ambulance PO Box 223 East Jordan MI 49727 352163216 13178 0 Expansion and general operations East Jordan Rotary Club Chari PO Box 195 East Jordan MI 49727 474513667 8861 0 Youth programs East Jordan Schools PO Box 399 East Jordan MI 49727 382137029 140489 0 Education programs Ellsworth Community School 9467 Park Street Ellsworth MI 49729 386000402 6977 0 General operations First Presbyterian Church - E PO Box 341 East Jordan MI 49727 510162431 5874 0 Support missions Friends of the Jordan River W 2189 Hidden Valley Ln Charlevoix MI 49720 383025586 7500 0 Trail segment Good Neighbors Food Pantry of PO Box 35 Boyne City MI 49712 474375057 8200 0 Food delivery trailer and operation Good Samaritan Family Service PO Box 206 Ellsworth MI 49729 383469219 12000 0 General operations Grand Traverse Regional Commu 223 Lake Avenue Suite B Traverse City MI 49685 383056434 11000 0 Grantmaking Great Lakes Center for the Ar 800 Bay Harbor Drive Bay Harbor MI 49770 464121514 16500 0 General operations and programs Great Lakes Chamber Orchestra 219 E Lake Street Petoskey MI 49770 300084912 44000 0 General operations and programs Hospice of Michigan 2366 Oak Valley Drive Ann Arbor MI 48103 382255529 7500 0 To support patient families Housing North PO Box 1434 Traverse City MI 49685 833499967 40000 0 Housing Yes Charlevoix John D Voelker Foundation PO Box 15222 Lansing MI 48901 382913091 10000 0 General operations Kierstens Ride 04316 Cosier Road East Jordan MI 49727 474311739 7750 0 General operations Lake Charlevoix Mariners PO Box 122 Charlevoix MI 49720 316329012 6307 0 Support sailing school program Little Traverse Conservancy 3264 Powell Road Harbor Springs MI 49740 237267810 62825 0 Land purchase and operations Manna Food Project 8791 McBride Park Drive Harbor Springs MI 49740 382764533 21500 0 To support local food pantries Mayo Clinic 200 First Street SW Siebens Rochester MN 55905 416011702 25000 0 General operations Mayo Clinic PO Box 450 Albert Lea MN 56007 470376595 10000 0 General operations Munson Healthcare Chx Fdn 14700 Lake Shore Drive Charlevoix MI 49720 382642724 89509 0 General operations North Central Michigan Colleg 1515 Howard Street Petoskey MI 49770 382910328 80000 0 General operations and scholarships Northern Community Mediation 2202 Mitchell Park Drive 4 Petoskey MI 49770 383161108 13500 0 Relocation expenses Northern Michigan Equine Ther 05025 Church Street Boyne City MI 49712 300838013 17000 0 Care for horses Northmen Den Youth Pantries 718 Michigan Street Petoskey MI 49770 862073121 11500 0 Open school youth pantry Northwest MI Hospice Assist 201 State Street Suite D Charlevoix MI 49720 382391256 11575 0 General operations Northwest Michigan Habitat fo 1840 M-119 Unit 1 Petoskey MI 49770 382971056 11500 0 General operations and programs Park City Community Fdn PO Box 681499 Park City UT 84068 300171971 10000 0 Grantmaking Planned Parenthood Federation 123 William Street 10th Floor New York NY 10038 131644147 10000 0 General operations Planned Parenthood of Michiga PO Box 3673 Ann Arbor MI 48106 381707521 33623 0 Support reproductive equity and edu Planned Parenthood of Pacific 1075 Camino del Rio South Sand Diego CA 92108 956111785 8750 0 General operations Power Book Bags 5590 S Spyglass Ridge Dr Suttons Bay MI 49682 812406342 6000 0 To support PoWeR! Book Bags for Chx Raven Hill Discovery Center 04737 Fuller Road East Jordan MI 49727 383032707 25722 0 General operations Rotary Club of Charlevoix Cha PO Box 532 Charlevoix MI 49720 201278340 12500 0 Playground project Ruffed Grouse Society Highlan 2850 W Cadillac Road McBain MI 49657 540846925 10000 0 General operations Serenity House Alano Club of 106 Mason Street Charlevoix MI 49720 382660208 22600 0 General operations Sisters Academy of Baltimore 139 First Avenue Baltimore MD 21227 341975939 6000 0 General operations St Francis Xavier School 414 Michigan Street Petoskey MI 49770 381415405 10000 0 General operations St James Township PO Box 85 Beaver Island MI 49782 381944980 6585 0 Emergency preparation St Marys Catholic Church 1003 Bridge Street Charlevoix MI 49720 530196617 6000 0 Winter Emergency Fund & programs St Marys School 1005 Bridge Street Charlevoix MI 49720 381411193 8000 0 Education programs Taras Meadow Education & Ret PO Box 17 Petoskey MI 49770 831471307 6142 0 Beaver Island Substainability Initi Tip of Mitt Watershed Council 426 Bay Street Petoskey MI 49770 382361745 14322 0 Support uouth education and monitor Top of Michigan Mountain Bike PO Box 112 Boyne City MI 49712 455335776 8750 0 Trail support Training Wheels Childcare Cen PO Box 371 East Jordan MI 49727 851634950 10176 0 New playground Trout Unlimited Mich Chapter 5954 Qwinn Court Bay City MI 48706 381612715 20000 0 Michigan's coldwater fisheries United Way of Northwest Michi 4075 Copper Ridge Dr Traverse City MI 49684 381679060 12500 0 General operations Womens Resource Center of No 423 Porter Street Petoskey MI 49770 382302164 89558 0 General operations and program supp 80 0 Educational Scholarships 43 269366 Grantmaker's Description of How Grants are Used The Foundation builds strong relationships with nonprofit partners and grantees, which makes monitoring the use of grant funds easy and seamless.After the Foundation approves a grant for distribution to an organization, it sends each grantee a grant notification letter, a grant agreement, and instructions for how to complete grant follow up. The purpose of these documents is to specify the amount and purpose of the grant, and the specific reporting requirements of the grantee at the end of the grant period.The Foundation and the grantee disseminate news releases to the print and electronic media announcing the grant and its purpose to the public.Foundation staff are in contact with grantees throughout the grant period and conduct site visits with the grantee organization to see the grant in action whenever possible.Grant follow up conversations or written reports require the grantee to confirm grant funds were spent as intended. false false false false false false false false false Robert Hansen Jr President 71654 71654 X 15 466730 FMV false true true Part I, Line 32, Hire and Use of Third Parties The Foundation uses a brokerage firm to sell publicly traded securities it receives as noncash donations. Form 990, Part VI, Section B, Line 11b The President reviews the completed Form 990 for compatibility with the financial audit. The Form 990 is included as an agenda item at the next meeting of the Finance Committee. Each member of the committee receives a copy in advance of the meeting. A recommendation for acceptance is brought to the Board of Trustees with copies made available for the entire Board. The Finance Committee, in its role as the Audit Committee, meets with the auditor to discuss the audit, Form 990, and related financial reports and processes. Form 990, Part VI, Section B, Line 12c Each Trustee receives a copy of the Conflict of Interest Policy in their orientation manual, which they review with the President. They are also given a "Trustee Disclosure Statement" to complete and sign. The Disclosure Statement identifies any business or avocational interest, or charitable or civic involvement which might give rise to a possible conflict of interest or duality of interest with the Community Foundation. This process is repeated every year in January. The completed statements are kept on file in the Foundation office. Also on file, are completed Conflict of Interest forms for members of the Youth Advisory Committee, and scholarship selection committee members. During the course of a meeting, a Trustee declares a conflict of interest and abstains from voting on matters that present a potential or perceived conflict. Their abstention is noted in the minutes of the meeting. Form 990, Part VI, Section B, Line 15a The Foundation's President is evaluated by the Executive Committee according to a "compensation review process." Using a combination of the evaluation results and information obtained from salary and benefits surveys, the Executive Committee makes a compensation recommendation for the President to the Board of Trustees, the President is not present during the discussion, nor does she participate in the vote. Form 990, Part VI, Section B, Line 15b The Foundation adheres to the "Recommended Best Practices in Determining Reasonable Executive and Staff Compensation" as put forth by the Council of Foundations. Generally, reasonable compensation is defined as what similar persons in similar positions with similar duties in similar organizations are paid. To determine reasonable levels of compensation the Foundation relies on salary and compensation surveys, and comparisons with similar organizations in relative geographic proximity, specifically, we use information obtained from:-The Council on Foundation's Annual Grantmakers Salary and Benefits Report.-The Council on Foundation's Annual Compensation, Summary for the Council of Michigan Foundations - Community Foundations.The proceedings of all committee and board meetings are documented in writing and filed with the Foundation's permanent records. The compensation determination process and salary and benefits research occurs in the last quarter of the fiscal year. Board approved salary and benefit payments begin with the start of the next fiscal year.The President is responsible for evaluating and recommending compensation for staff following the same process used to determine the President's compensation. The President and staff are the only employees/officers of the Foundation that receive compensation. Form 990, Part VI, Section C, Line 19 It is the policy and practice of the Foundation to comply with all Internal Revenue Service laws and requirements for public disclosure for tax-exempt organizations. This includes providing copies of our exemption application (Form 1023), and the three most recently filed annual information returns (Form 990) to individuals making a request in person or in writing. Form 990 and the financial statements are also available on the Foundation's website. The Foundation's governing documents, conflict of interest policy, and financial statmeents are available upon request to the Foundation President. Form 990, Part XI, Line 9 Transfer to funds held on behalf of other agencies = -$1295824