2022-10-10T06:56:39-05:00 2021-12-31 381910111 UHY ADVISORS MI INC 1979 HOLLAND AVE SUITE A PORT HURON MI 48060 990 2021-01-01 382736601 FOUR COUNTY COMMUNITY FOUNDATION FOUR 8107980909 PO BOX 539 ALMONT MI 48003 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 8107980909 2022-09-28 1 KATHY WHITE-DICKENS 999009999 PAUL BAILEY P01259200 8109843829 2022-09-28 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATHY WHITE-DICKENS PO BOX 539 ALMONT MI 480030539 26896115 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. 19 19 4 40 0 0 722578 1622710 0 0 273501 7427792 771 5298 996850 9055800 572614 585089 0 0 172667 182706 0 0 37627 137444 217248 882725 985043 114125 8070757 20689186 24732011 790807 1139384 19898379 23592627 X SEE SCHEDULE O 1 0 652110 585089 THERE ARE MANY FUNDS THAT WERE CREATED BY INDIVIDUALS, FAMILIES, CORPORATIONS, AND NONPROFIT ORGANIZATIONS TO BENEFIT THE COMMUNITY THROUGH GRANTS TO OTHER LOCAL NONPROFIT ORGANIZATIONS, GOVERNMENTAL AGENCIES, AND EDUCATIONAL ORGANIZATIONS. ALL GRANTS ARE CREATED TO HELP BENEFIT THE COMMUNITY FOR ALL AGE GROUPS. 55312 COMMUNITY INITIATIVES INCLUDE A STUDY OF TRANSPORTATION NEEDS OF SENIOR CITIZENS, A CHILDHOOD LITERACY PROGRAM, AND HOLIDAY ASSISTANCE TO LOW-INCOME FAMILIES WHO HAVE CHILDREN WITH SPECIAL NEEDS. N/A 707422 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 1 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 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 PO BOX 539 ALMONT MI 480030539 JASON VERLINDE TRUSTEE 1.00 X 0 0 0 MITCH BLONDE TRUSTEE 1.00 X 0 0 0 GREGORY BRYNAERT TRUSTEE 1.00 X 0 0 0 CONNIE BRZOZOWSKI TRUSTEE 1.00 X 0 0 0 MARYROSE CLARK TRUSTEE 1.00 X 0 0 0 DR CLIFTON CLENDENAN TRUSTEE 1.00 X 0 0 0 BRYAN CLOUTIER TRUSTEE 1.00 X 0 0 0 TRICIA DENNIS 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 BARBARA REDDING TRUSTEE 1.00 X 0 0 0 CHAD STOLDT TRUSTEE 1.00 X 0 0 0 SYDNEY LIVINGSTON YAC CO-PRESIDENT 1.00 X 0 0 0 AVIS SCHAPMAN YAC CO-PRESIDENT 1.00 X 0 0 0 NANCY BATES TRUSTEE 1.00 X 0 0 0 LINDA STOUT TRUSTEE 1.00 X 0 0 0 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 40.00 X 87000 0 7837 BRET SCHAPMAN CHAIRPERSON 2.00 X 0 0 0 PEGGY DOMENICK-MUSCAT TREASURER 1.00 X 0 0 0 SHEILA MCDONALD SECRETARY 1.00 X 0 0 0 KENNETH HUMMEL VICE - CHAIRPERSON 1.00 X 0 0 0 87000 0 7837 0 0 0 0 0 6603 3000 1613107 918775 1622710 430921 430921 24832682 17835811 6996871 6996871 6996871 6525 6603 4504 2021 2021 AGENCY FUND ADMIN FEE 900099 3277 3277 3277 9055800 6996871 0 436219 246889 246889 338200 338200 95634 7010 73141 15483 72457 25300 43538 3619 2010 635 1269 106 346 122 207 17 12259 2428 8467 1364 1000 303 612 85 19135 5790 11722 1623 32178 32178 45765 44908 753 104 15129 15129 12156 2162 8228 1766 24073 9861 10216 3996 26815 6972 17430 2413 2263 588 1471 204 258 67 168 23 8246 2144 5360 742 1887 491 1226 170 PROGRAM EXPENSES 10776 10776 DUES AND SUBSCRIPTIONS 8410 2186 5467 757 DONOR DEVELOPMENT 5155 5155 MISCELLANEOUS 2983 590 2393 1019 1019 985043 707422 239994 37627 200 200 669608 916764 379000 556660 19109 21806 257059 105396 150254 151663 19468917 23080906 2098 4012 20689186 24732011 29287 56021 168412 178935 42307 593108 862121 790807 1139384 X 19898379 23583682 8945 19898379 23592627 20689186 24732011 X 8070757 -4409431 32922 X 0 1 X 1 0 X 327024 332076 1185955 722578 1622710 4190343 327024 332076 1185955 722578 1622710 4190343 4190343 297700 341994 418810 336187 430921 1825612 210 223 5298 5731 6021686 433 0.69590 0.66760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CSV INCREASE - 2017 AMOUNT: $ 210. 2018 AMOUNT: $ 223. GOLF OUTING - 2021 AMOUNT: $ 2,021. AGENCY FUND ADMIN FEE - 2021 AMOUNT: $ 3,277. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 103 265945 1287256 62650 439848 1684330 12966141 1 1 0 1 X 19391978 1436326 2928992 482883 10770 292691 22970952 17429166 624242 2061124 447468 41085 234001 19391978 14187783 1124428 2902773 517260 5661 262897 17429166 15770623 225346 -1072521 368413 1457 241138 14312442 14001032 263131 2167885 351756 86624 223045 15770623 1.00000 0 0 40000 40000 190540 97502 93038 26519 7894 18625 151663 4614191 -4409431 -4409431 9023622 32178 32178 9055800 919943 0 919943 32178 32922 65100 985043 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 XII, LINE 4B - OTHER ADJUSTMENTS: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 32,922. PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART V - LINE 1A - BEGINNING BALANCE IN COLUMN C DOES NOT AGREE TO COLUMN D ENDING BALANCE AS CAPITAL ASSETS WERE INCLUDED IN THE PRIOR YEAR AS ENDOWED FUNDS AND ARE REMOVED FROM COLUMN C BALANCES. 0 MACOMB COUNTY ROTATING EMERGENCY SHELTER TEAM 20415 ERIN ST ROSEVILLE MI 48066 382842494 GOV 16000 0 HOMELESS SHELTER SUPPORT TURNING POINT INC PO BOX 1123 MT CLEMENS MI 48046 382292020 501C3 6000 0 WOMEN'S SHELTER SUPPORT SEVEN PONDS NATURE CENTER 3854 CRAWFORD RD DRYDEN MI 48428 382929924 501C3 8502 0 FIELD TRIPS & EXHIBITS ALMONT COMMUNITY SCHOOLS 4701 HOWLAND RD ALMONT MI 48003 386002157 GOV 9722 0 EDUCATIONAL ACTIVITIES CAPAC COMMUNITY SCHOOLS PO BOX 610 CAPAC MI 48014 386003585 GOV 22940 0 EDUCATIONAL ACTIVITIES & ATHLETICS DRYDEN TOWNSHIP FIRE DEPARTMENT 5532 MAIN ST DRYDEN MI 48428 381969619 GOV 8008 0 DRONE & FIRE SAFETY EDUCATION IMLAY CITY COMMUNITY SCHOOLS 634 BORLAND RD IMLAY CITY MI 48444 386002213 GOV 8113 0 EDUCATIONAL ACTIVITIES IMMANUEL CONGREGATIONAL UNITED CHURCH OF CHRIST 1 HOVEY ST OXFORD MI 48371 382491257 501C3 18000 0 NEIGHBORS HELPING NEIGHBORS PROGRAM LIONS VISUALLY IMPAIRED YOUTH CAMP INC 3409 N FIVE LAKES RD LAPEER MI 48446 382996775 501C3 5713 0 CAMP SUPPORT OXFORD TOWNSHIP PARKS & RECREATION 2795 SEYMOUR LAKE RD OXFORD MI 48371 680667514 GOV 10000 0 COMMUNITY GARDEN & GREENHOUSE POBLO INTERNATIONAL 35555 GARFIELD RD STE 7 CLINTON TWP MI 48035 300152038 501C3 10000 0 HOMELESS SHELTER SUPPORT POLLY ANN TRAILWAY MANAGEMENT COUNCIL 23 E ELMWOOD ST - PO BOX 112 LEONARD MI 48367 383384901 501C3 10000 0 ADA ACCESSIBLE PARKING & REST AREAS ROMEO VFW #2052 STRIBER MCVICAR POST 70455 MCVICAR RD BRUCE TWP MI 48065 381959056 501C19 9068 0 VETERANS PROGRAM SAMARITAN HOUSE 62324 VAN DYKE WASHINGTON MI 48094 383213283 501C3 7500 0 FOOD PANTRY SUPPORT COUNCIL ON AGING INC SERVING ST CLAIR COUNTY 600 GRAND RIVER AVE PORT HURON MI 48060 381876251 501C3 5684 0 CONRAD CENTER IMPROVEMENTS TRINITY COMMUNITY CARE 47511 VAN DYKE SHELBY TWP MI 48317 453723129 501C3 7000 0 WOMEN'S HEALTH PROGRAM EDUCATIONAL SCHOLARSHIPS 145 338200 PART I, LINE 2: BEFORE FUNDS ARE ISSUED, GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES "THE AGREEMENT IS A MECHANISM THAT ENSURES THAT FUNDS WILL BE USED SOLELY FOR THE PURPOSE AS STATED IN THE GRANT REQUEST". GRANTEES (EXCLUDING SCHOLARSHIP RECIPIENTS) ARE ALSO REQUIRED TO SUBMIT A FINAL GRANT REPORT, WHICH VERIFIES THAT THE PROJECT HAS TAKEN PLACE AND FUNDS HAVE BEEN SPENT IN THEIR ENTIRETY FOR THE AGREED-UPON PURPOSE, WITHIN 30 DAYS OF THE COMPLETION OF THE PROJECT. GRANTS FOR INDIVIDUAL SCHOLARSHIPS ARE SENT DIRECTLY TO THE RECIPIENT'S COLLEGE OR UNIVERSITY TO ENSURE THAT FUNDS ARE USED FOR THE PURPOSES GRANTED. X 39 909242 FMV X ADOBE & MS OFFICE 2019 6 3470 FMV X GOLF PACKAGES 19 2221 FMV X SUBSCRIPTION TO CATCHAFIRE.ORG 1 2000 FMV X LAND SURVEY 1 1400 FMV X GIFT CARDS 1 250 FMV X FLOWERS & MULCH 2 192 FMV 0 1 0 FORM 990, PART III, LINE 2 COMMUNITY INITIATIVES INCLUDE A STUDY OF TRANSPORTATION NEEDS OF SENIOR CITIZENS, A CHILDHOOD LITERACY PROGRAM, AND HOLIDAY ASSISTANCE 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 HAS DELEGATED RESPONSIBILITY TO THE AUDIT/STANDARDS COMMITTEE TO REVIEW AND APPROVE FORM 990 PRIOR TO FILING. ANY INTERESTED BOARD MEMBER MAY ALSO REVIEW FORM 990 PRIOR TO SUBMISSION. THE FORM 990 IS THEN PRESENTED TO THE ENTIRE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: BOARD MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY. SIGNED POLICIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR AND BOARD MEMBERS. BOARD MEMBERS WILL ABSTAIN FROM VOTING IF AND WHEN ISSUES ARISE REGARDING CONFLICTS OF INTEREST WHICH ARE NOTED IN THE MINUTES OF THE MEETING. 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. THE HR COMMITTEE PROVIDES AN ANNUAL UPDATE OF COMMUNITY FOUNDATION SALARY SURVEY INFORMATION AND ANY OTHER AVAILABLE INFORMATION REGARDING MICHIGAN COMMUNITY FOUNDATIONS, CONSUMER PRICE INDEX, AND OTHER SALARY AND BENEFITS INFORMATION. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS REGARDING COMPENSATION TO BE APPROVED BY THE BOARD OF TRUSTEES. 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 ORGANIZATION'S MAIN OFFICE. FORM 990, PART XI, LINE 9: CANCELLATION OF PRIOR YEAR GRANTS PAYABLE 32,922.