ALBION COMMUNITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ALBION COMMUNITY FOUNDATION (EIN 23-7019029)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-15
IRS object ID: 202412899349301711
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-15T11:57:35-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470899021	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BOND & COMPANY PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	113 WEST MICHIGAN AVENUE SUITE 301	AddressLine1Txt
City	JACKSON	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49201	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237019029	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALBION COMMUNITY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ALBI	BusinessNameControlTxt
Phone	5176293349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 156	AddressLine1Txt
City	ALBION	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49224	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MANDY KONKLE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5176293349	PhoneNum
Signature	2024-06-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ADAM J SOPER	PreparerPersonNm
PTIN	P02273734	PTIN
Phone	5177898900	PhoneNum
Preparation	2024-06-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SHANE WILLIAMSON	PrincipalOfficerNm
Gross Receipts	$2,376,322	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ALBIONFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	COMM FND	OtherOrganizationDsc
Formation	1968	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	STRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	40	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,124,181	PYContributionsGrantsAmt
CY Contributions Grants	$1,058,575	CYContributionsGrantsAmt
PY Program Service Revenue	$11,890	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,474	CYProgramServiceRevenueAmt
PY Investment Income	$234,964	PYInvestmentIncomeAmt
CY Investment Income	$266,473	CYInvestmentIncomeAmt
PY Other Revenue	$6,752	PYOtherRevenueAmt
CY Other Revenue	$11,085	CYOtherRevenueAmt
PY Total Revenue	$1,377,787	PYTotalRevenueAmt
CY Total Revenue	$1,345,607	CYTotalRevenueAmt
PY Grants And Similar Paid	$121,980	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$319,987	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$122,848	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$159,270	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$41,883	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,739,552	PYOtherExpensesAmt
CY Other Expenses	$314,789	CYOtherExpensesAmt
PY Total Expenses	$1,984,380	PYTotalExpensesAmt
CY Total Expenses	$794,046	CYTotalExpensesAmt
PY Revenues Less Expenses	-$606,593	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$551,561	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,024,694	TotalAssetsBOYAmt
Total Assets EOY	$7,113,756	TotalAssetsEOYAmt
Total Liabilities BOY	$710,741	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$793,466	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,313,953	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,320,290	NetAssetsOrFundBalancesEOYAmt
Mission	STRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$695,658	ExpenseAmt
Grant	$319,987	GrantAmt
Revenue	$9,474	RevenueAmt
Desc	MANY COMMUNITY PROJECTS AND CULTURAL EVENTS WERE PROMOTED AND FUNDED DURING THE YEAR THAT BENEFITED THE LOCAL COUMMUNITY OF ALBION, MICHIGAN. THE COMMUNITY FOUNDATION AWARDED MORE THAN 30 GRANTS.	Desc
Total Program Service Expenses	$695,658	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SHANE WILLIAMSON	PersonNm
Phone	5176293349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1002 N EATON STREET	AddressLine1Txt
City	ALBION	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49224	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SHANE WILLIAMSON
EXECUTIVE DI	40.00	Yes (X)	$77,500	$0	$0
MANDY KONKLE
PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
KAREN YANKIE
TRUSTEE	2.00		$0	$0	$0	Yes (X)
AMY REIMANN
TRUSTEE	2.00		$0	$0	$0	Yes (X)
TOM PITT
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
STEPHANIE DOBBINS
TRUSTEE	2.00		$0	$0	$0	Yes (X)
ROBERT DUNKLIN
TRUSTEE	2.00		$0	$0	$0	Yes (X)
NANCY ROUSH
TRUSTEE	2.00		$0	$0	$0	Yes (X)
JOYCE SPICER
TRUSTEE	2.00		$0	$0	$0	Yes (X)
MIKE TYMKEW
TRUSTEE	2.00		$0	$0	$0	Yes (X)
NIDIA WOLF
VICE PRESIDE	2.00	Yes (X)	$0	$0	$0	Yes (X)
KEN PONDS
SECRETARY	2.00	Yes (X)	$0	$0	$0	Yes (X)
VICKY SNYDER
TRUSTEE	2.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$77,500	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$1,058,575	AllOtherContributionsAmt
Total Contributions	$1,058,575	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ADMINISTRATIVE FEE REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$9,474	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,474	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,474	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$190,533	TotalRevenueColumnAmt
Exclusion	$190,533	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$17,000	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$5,915	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$11,085	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,085	TotalRevenueColumnAmt
Exclusion	$11,085	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,100,740	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,024,800	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$75,940	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,940	TotalRevenueColumnAmt
Related Or Exempt Func Income	$75,940	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,345,607	TotalRevenueColumnAmt
Related Or Exempt Func Income	$85,414	RelatedOrExemptFuncIncomeAmt
Exclusion	$201,618	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$319,987	TotalAmt
Program Services	$319,987	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$77,500	TotalAmt
Program Services	$46,500	ProgramServicesAmt
Management And General	$17,825	ManagementAndGeneralAmt
Fundraising	$13,175	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$48,457	TotalAmt
Program Services	$29,074	ProgramServicesAmt
Management And General	$11,145	ManagementAndGeneralAmt
Fundraising	$8,238	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$19,023	TotalAmt
Program Services	$11,414	ProgramServicesAmt
Management And General	$4,375	ManagementAndGeneralAmt
Fundraising	$3,234	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,290	TotalAmt
Program Services	$8,574	ProgramServicesAmt
Management And General	$3,287	ManagementAndGeneralAmt
Fundraising	$2,429	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$13,822	TotalAmt
Program Services	$8,431	ProgramServicesAmt
Management And General	$3,041	ManagementAndGeneralAmt
Fundraising	$2,350	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$20,618	TotalAmt
Program Services	$12,577	ProgramServicesAmt
Management And General	$4,536	ManagementAndGeneralAmt
Fundraising	$3,505	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$34,785	TotalAmt
Program Services	$34,785	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$169,915	TotalAmt
Program Services	$169,915	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,929	TotalAmt
Program Services	$1,816	ProgramServicesAmt
Management And General	$644	ManagementAndGeneralAmt
Fundraising	$469	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,323	TotalAmt
Program Services	$4,923	ProgramServicesAmt
Management And General	$1,398	ManagementAndGeneralAmt
Fundraising	$1,002	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$19,292	TotalAmt
Program Services	$12,551	ProgramServicesAmt
Management And General	$3,928	ManagementAndGeneralAmt
Fundraising	$2,813	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,569	TotalAmt
Program Services	$6,340	ProgramServicesAmt
Management And General	$2,432	ManagementAndGeneralAmt
Fundraising	$1,797	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,181	TotalAmt
Program Services	$3,888	ProgramServicesAmt
Management And General	$167	ManagementAndGeneralAmt
Fundraising	$126	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,815	TotalAmt
Program Services	$5,288	ProgramServicesAmt
Management And General	$2,028	ManagementAndGeneralAmt
Fundraising	$1,499	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,533	TotalAmt
Program Services	$1,520	ProgramServicesAmt
Management And General	$582	ManagementAndGeneralAmt
Fundraising	$431	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIRECT FUND EXPENSE-VICT	$10,650	$10,650
SPECIAL EVENTS-GENERAL EX	$5,013	$4,662	$201	$150
MEMBERSHIP FEES	$3,021	$1,812	$695	$514
EQUIPMENT PURCHASES - NON	$1,975	$1,285	$402	$288

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$652	TotalAmt
Program Services	-$334	ProgramServicesAmt
Management And General	-$181	ManagementAndGeneralAmt
Fundraising	-$137	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$794,046	TotalAmt
Program Services	$695,658	ProgramServicesAmt
Management And General	$56,505	ManagementAndGeneralAmt
Fundraising	$41,883	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$68,334	BOYAmt
EOY	$59,597	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$47,742	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$27,507	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,986	BOYAmt
EOY	$15,157	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$329,248	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$69,174	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$265,819	BOYAmt
EOY	$260,074	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$5,571,879	BOYAmt
EOY	$6,072,720	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$63,934	BOYAmt
EOY	$672,690	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
EOY	$6,011	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,024,694	BOYAmt
EOY	$7,113,756	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,180	BOYAmt
EOY	$10,486	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,000	BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$703,650	BOYAmt
EOY	$775,198	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,911	BOYAmt
EOY	$7,782	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$710,741	BOYAmt
EOY	$793,466	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,033,953	BOYAmt
EOY	$6,040,290	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$280,000	BOYAmt
EOY	$280,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,313,953	BOYAmt
EOY	$6,320,290	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,024,694	BOYAmt
EOY	$7,113,756	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$551,561	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$454,776	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$217,210	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$171,984	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$759,144	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,124,181	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,058,575	CurrentTaxYearAmt
Total	$3,331,094	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$217,210	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$171,984	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$759,144	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,124,181	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,058,575	CurrentTaxYearAmt
Total	$3,331,094	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,414,500	SubstantialContributorsTotAmt
Public Support Total170	$1,916,594	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$202,173	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$162,941	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$340,405	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$284,078	CurrentTaxYearMinus1YearAmt
Current Tax Year	$207,533	CurrentTaxYearAmt
Total	$1,197,130	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$4,528,224	TotalSupportAmt
Gross Receipts Rltd Activities	$35,349	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.42330	PublicSupportCY170Pct
Public Support PY170	0.39760	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	8	DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants	$25,000	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$775,198	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,661,431	BeginningYearBalanceAmt
Contributions	$213,668	ContributionsAmt
Investment Earnings Or Losses	$657,618	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$135,027	GrantsOrScholarshipsAmt
Administrative Expenses	$128,302	AdministrativeExpensesAmt
End Year Balance	$5,269,388	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,586,728	BeginningYearBalanceAmt
Contributions	$39,894	ContributionsAmt
Investment Earnings Or Losses	-$737,666	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$110,808	GrantsOrScholarshipsAmt
Administrative Expenses	$116,717	AdministrativeExpensesAmt
End Year Balance	$4,661,431	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,905,555	BeginningYearBalanceAmt
Contributions	$349,547	ContributionsAmt
Investment Earnings Or Losses	$662,031	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$225,069	GrantsOrScholarshipsAmt
Administrative Expenses	$105,336	AdministrativeExpensesAmt
End Year Balance	$5,586,728	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,578,635	BeginningYearBalanceAmt
Contributions	$153,917	ContributionsAmt
Investment Earnings Or Losses	$556,356	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$286,698	GrantsOrScholarshipsAmt
Administrative Expenses	$96,655	AdministrativeExpensesAmt
End Year Balance	$4,905,555	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,046,572	BeginningYearBalanceAmt
Contributions	$63,306	ContributionsAmt
Investment Earnings Or Losses	$915,511	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$349,907	GrantsOrScholarshipsAmt
Administrative Expenses	$96,847	AdministrativeExpensesAmt
End Year Balance	$4,578,635	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.95570	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.04430	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,800	OtherCostOrOtherBasisAmt
Book Value	$17,800	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$269,300	OtherCostOrOtherBasisAmt
Depreciation	$39,366	DepreciationAmt
Book Value	$229,934	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,148	OtherCostOrOtherBasisAmt
Depreciation	$29,808	DepreciationAmt
Book Value	$12,340	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$260,074	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	CERTIFICATE OF DEPOSIT	Desc
Book Value	$672,690	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$672,690	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LEASE LIABILITY	$4,692
CGA PAYABLE	$1,771
CURRENT PORTION OF LEASE LIABILITY	$1,319

Field	Value	IRS element (for citing)
Total Liability	$7,782	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$1,771,513	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$454,776	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$454,776	RevenueNotReportedAmt
Revenue Subtotal	$1,316,737	RevenueSubtotalAmt
Investment Expenses Not Incld	$34,785	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$5,915	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$28,870	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,345,607	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$765,176	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$765,176	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$34,785	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$5,915	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$28,870	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$794,046	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2B	THE FOUNDATION HAS ENTERED INTO AGREEMENTS WITH OTHER ORGANIZATIONS TO RECEIVE, INVEST AND MANAGE CERTAIN OF THEIR FUNDS. IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS NO. 136, TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT FOUNDATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS, THE FOUNDATION REPORTS A LIABILITY FOR THESE RESOURCES SINCE THE OTHER ORGANIZATIONS HAVE EITHER NAMED THEMSELVES AS BENEFICIARIES OR RETAINED THE UNILATERAL RIGHTS TO WITHDRAW OR OTHERWISE REDIRECT THE USE OF THOSE FUNDS.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	RENTAL EXPENSE ALLOCATION -4,232 RENTAL DEPR. ALLOCATION -1,683
SCHEDULE D, PAGE 4, PART XII, LINE 4B	RENTAL EXPENSE ALLOCATION -4,232 RENTAL DEPR. ALLOCATION -1,683

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALBION HEALTH CARE ALLIANCE
115 MARKET PLACE	ALBION	MI	49224	421551109	501C3	$6,000	YOUTH PROGRAMS
AVSO
131 E CASS STREET	ALBION	MI	49224	382970255	501C3	$25,000	SUBSTANCE ABUSE PROG
CITY OF ALBION
112 CASS STREET	ALBION	MI	49224	386004655	GOV	$9,956	COMMUNITY DEVELOPMEN
FRIENDS OF THE BOHM THEATRE
201 S SUPERIOR ST	ALBION	MI	49224	461255472	501C3	$186,740	COMMUNITY PROJECTS
HARRINGTON HELPERS PCO
100 S CLARK ST	ALBION	MI	49224	815456646	501C3	$5,461	YOUTH FUND
INNOVATE ALBION
16000 E MICHIGAN AVE	ALBION	MI	49224	834622653	501C3	$27,430	YOUTH DEVELOPMENT
KIDS N STUFF
301 S SUPERIOR ST	ALBION	MI	49224	383580496	501C3	$22,500	YOUTH PROGRAMS
SOUTH MICHIGAN FOOD BANK
5451 WAYNE RD	BATTLE CREEK	MI	49037	382445948	501C3	$10,000	HUMAN SERVICES
PLAY RIGHT SPORTS ACADEMY
PO BOX 7	ALBION	MI	49224	834614774	501C3	$9,240	YOUTH FUND

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE COMMUNITY FOUNDATION USES A POST PROJECT EVALUATION FORM FOR EACH GRANT PROJECT TO COMPARE OBJECTIVES AND BUDGETS FROM THE APPLICATION TO ACTUAL OUTCOMES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 TAX RETURN IS REVIEWED BY THE FULL BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 12C	BOARD MEMBERS COMPLETE A FORM EACH JANUARY TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS EFFECTIVE.
FORM 990, PAGE 6, PART VI, LINE 15A	THE SALARY OF THE EXECUTIVE DIRECTOR (THE ONLY FULL TIME EMPLOYEE OF THE COMMUNITY FOUNDATION) IS DETERMINED BY THE BOARD USING THE COUNCIL OF MICHIGAN FOUNDATIONS ANNUAL SURVEY SALARY AS A GUIDE.
FORM 990, PAGE 6, PART VI, LINE 19	ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE COMMUNITY FOUNDATIONS'S WEBSITE AND IN ITS PUBLISHED AUDIT REPORT. GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONTRACTURAL SERVICES 169,915 0 0
FORM 990, PART XI, LINE 9	RENTAL EXPENSE ALLOCATION 4,232 RENTAL DEPR. ALLOCATION 1,683 RENTAL EXPENSE ALLOCATION -4,232 RENTAL DEPR. ALLOCATION -1,683