2022-08-02T05:26:40-07:00 2021-12-31 382763936 KAMMERMANN & BASCOM PC 110 PARK AVENUE CHARLEVOIX MI 49720 990 2021-01-01 383033739 Charlevoix County Community Foundation CHAR 2315362440 PO Box 718 East Jordan MI 49727 Robert A Hansen Jr President 2022-07-21 true Robert A Hansen Jr 999009999 Velda K Kammermann P01056809 2315474911 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Robert A Hansen Jr 11702584 false X www.c3f.org X 1991 MI Awarding grants and scholarships. 15 15 6 0 4218344 6367440 0 3168617 3100034 0 7386961 9467474 2471263 2507943 0 405785 442164 0 148871 288315 412367 3165363 3362474 4221598 6105000 51534069 63074524 4182433 5185592 47351636 57888932 Awarding grants and scholarships. false false 3030725 2507945 The Organization serves the County of Charlevoix, Michigan, through the awarding of grants to other non-profit organizations and scholarships to students. 3030725 true true false false false true false false true true true false false false true false true false false false false false false false false false false true true false false false false false false false true false true false false false false false false false false true 7 0 true 6 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 Robert A Hansen Jr 2315362440 301 Water Street East Jordan MI 49727 Robert Hansen Jr President 40.00 0.00 X 115465 0 0 Don Jess Chair 2.00 0.00 X X 0 0 0 Fred Malpass Vice-Chair 2.00 0.00 X X 0 0 0 Lori Meeder Treasurer 2.00 0.00 X X 0 0 0 Monica Peck Secretary 2.00 0.00 X X 0 0 0 Josette Lory Past Chair 2.00 0.00 X X 0 0 0 Keith Carey Trustee 1.00 0.00 X 0 0 0 Carol Burton Trustee 1.00 0.00 X 0 0 0 Evelyn Howell Trustee 1.00 0.00 X 0 0 0 Bob Hoffman 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 Tim Manchester Trustee 1.00 0.00 X 0 0 0 Bill Lorne Trustee 1.00 0.00 X 0 0 0 Tami Vincent Trustee 1.00 0.00 X 0 0 0 Jennifer Boyer Trustee 1.00 0.00 X 0 0 0 115465 1 false false false 0 6367440 211367 6367440 0 2507045 2507045 0 0 0 2828099 2235110 592989 592989 592989 0 0 0 0 9467474 3100034 1933519 1933519 574424 574424 0 0 115465 40413 51959 23093 42945 23620 15031 4294 196647 100243 33498 62906 19229 8897 5442 4890 37631 17413 10649 9569 30247 13995 8560 7692 0 9246 5085 2774 1387 15667 8617 4700 2350 0 0 0 7980 4389 2394 1197 33586 18472 5038 10076 24042 13223 7213 3606 44439 24441 13332 6666 0 7120 3916 2136 1068 7831 4307 2349 1175 0 10159 5587 3048 1524 0 0 17134 9424 5140 2570 0 Life insurance premiums 203112 203112 Supplies 21730 11951 6519 3260 Dues and subscriptions 10321 5677 3096 1548 0 3362474 3030725 182878 148871 100388 100392 3374118 4134387 33916 42760 0 0 0 0 0 3005 3005 567844 171212 413766 396632 47608876 58397348 0 0 0 0 51534069 63074524 11000 14806 295388 470825 6166 3869879 4699961 4182433 5185592 X 845243 1092342 46506393 56796590 47351636 57888932 51534069 63074524 X 6105000 5262378 -830082 X false true X true false X 2654907 1751296 2182875 4218344 6367440 17174862 0 0 2654907 1751296 2182875 4218344 6367440 17174862 5443143 11731719 1338261 1446866 1158596 992083 2507045 7442851 0 307947 482191 1895278 2176534 592989 5454939 30072652 2400 0.39010 0.38920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75 1509198 1122241 17643412 true true true 6166 6166 true X 39739033 4585250 6838402 774064 1671216 48717405 33170708 2299476 5982762 629022 1084891 39739033 27461678 826718 6255838 552460 821066 33170708 30047656 1330267 -2470586 547034 898625 27461678 25676480 918300 4865469 818344 594249 30047656 0.33500 0.66500 false false false 25000 25000 460967 94245 366722 81877 76967 4910 396632 Funds Held on Behalf of Agencies 4699961 4699961 13899770 5262378 -830082 4432296 9467474 9467474 3362474 3362474 3362474 Part IV, Line 2b: Explanation of escrow account liability The Foundation holds and invests funds that other 501(c)(3) organizations have designated for capital projects. These amounts are recorded as a custodial account liability. 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 Anglers of the AuSable PO Box 200 Grayling MI 49738 382720596 7000 0 Women's Fly Fishing School Antrim Conservation District 4820 Stover Road Bellaire MI 49615 382023705 9571 0 Tool library and restore Bennett Cr Beaver Island Community Cente PO Box 494 Beaver Island MI 49782 383192993 10205 0 General operations Beaver Island Historical Soci 26275 Main Street Beaver Island MI 49782 386087750 16465 0 General operations and programs Bergmann Center PO Box 236 Charlevoix MI 49720 381705860 15000 0 Handicap accessible lift van Botanical Garden at Historic PO Box 1247 Traverse City MI 49685 383523429 25000 0 General operations Boyne City Public Schools 321 S Park Street Boyne CIty MI 49712 382137553 8800 0 Education programs Boyne District Library 201 East Main Street Boyne City MI 49712 383328007 24321 0 General operations Camp Daggett 03001 Church Road Petoskey MI 49770 381617980 9494 0 General operations Challenge Mountain of Walloon PO Box 764 Boyne City MI 49712 382563815 17000 0 Building renovations and maintenanc Charlevoix Area Community Poo 11905 US 31 North Charlevoix MI 49720 383219489 164561 0 General operations and improvements Charlevoix Area Humane Societ 614 Beardsley Boyne City MI 49712 382107163 24176 0 General operations and programs Charlevoix Circle of Arts PO Box 617 Charlevoix MI 49720 262637019 19111 0 General operations Charlevoix County 203 Antrim Street Charlevoix MI 49720 386004840 20600 0 Chx County Veterans Emergency Fund Charlevoix County 4-H Council 319 B North Lake Street Boyne City MI 49712 200597157 10000 0 General operations Charlevoix County Sheriffs D 1000 Grant Street Charlevoix MI 49720 386004840 11605 0 General operations Charlevoix Historical Society PO Box 525 Charlevoix MI 49720 382636672 32221 0 Support programs Charlevoix Public Library 220 W Clinton Street Charlevoix MI 49720 030474720 35067 0 General operations and programs Charlevoix Public Schools 104 E St Marys Drive Charlevoix MI 49720 386027952 26875 0 Education programs Child & Family Services of NW 3785 Veterans Drive Traverse City MI 49684 382534222 6214 0 General operations Child Abuse Prevention & Educ PO Box 414 Petoskey MI 49770 382445208 5500 0 Support annual CAPE Conference Christ Episcopal Church PO Box 385 Charlevoix MI 49720 800820539 20664 0 General operations City of Charlevoix 210 State Street Charlevoix MI 49720 386004543 24630 0 Recreation programs City of East Jordan PO Box 499 East Jordan MI 49727 386033590 42645 0 Park upgrades and rec programs Community Food Pantry 100 West Hurlbut Charlevoix MI 49720 383553346 10000 0 General operations Community Foundation Serving 1123 Spruce Street Boulder CO 80302 841171836 10000 0 Grantmaking Crooked Tree Arts Council 461 E Mitchell Street Petoskey MI 49770 237187264 28261 0 General operations and programs East Jordan Ambulance Associa PO Box 223 East Jordan MI 49727 352163216 12318 0 Launch membership program East Jordan Public Schools PO Box 399 East Jordan MI 49727 382137029 66964 0 Education programs East Jordan Rotary Club Chari PO Box 195 East Jordan MI 49727 474513667 5593 0 Youth programs Ellsworth Community School 9467 Park Street Ellsworth MI 49729 386000402 12524 0 General operations Good Samaritan Family Service PO Box 206 Ellsworth MI 49729 383469219 7523 0 General operations Grand Rapids Civic Theatre 30 Division Ave N Grand Rapids MI 49503 381398828 10000 0 General operations Grand Traverse Regional Commu 223 Lake Avenue Suite B Traverse City MI 49685 383056434 10000 0 Grantmaking Grand Traverse Regional Land 3860 N Long Lk Rd D Traverse City MI 49684 382994229 7000 0 General operations Grandvue Medical Care Facilit 1728 S Peninsula Road East Jordan MI 49727 386004840 9228 0 Support Alzheimer's Unit and genera Great Lakes Center for the Ar 800 Bay Harbor Drive Bay Harbor MI 49770 464121514 27550 0 General operations and programs Great Lakes Chamber Orchestra 219 E Lake Street Petoskey MI 49770 300084912 32950 0 General operations and programs Groundwork Center for Resilie 148 E Front St Suite 301 Traverse City MI 49684 382314954 14412 0 Community building programs Hospice of Michigan 2366 Oak Valley Drive Ann Arbor MI 48103 382255529 7500 0 wE-Connect to improve virtual care Housing North PO Box 1434 Traverse City MI 49685 833499967 9500 0 Architectural drawings for ADUs Jordan River Arts Council PO Box 1178 East Jordan MI 49727 382861979 18150 0 General operations Leelanau School One Old Homestead Road Glen Arbor MI 49636 386061392 10000 0 General operations Little Traverse Conservancy 3264 Powell Road Harbor Springs MI 49740 237267810 60186 0 Land purchase and operations Manhattan Theatre Club 311 W 43rd St 8th Floor New York NY 10036 237086643 6000 0 General operations Manna Food Project 8791 McBride Park Drive Harbor Springs MI 49740 382764533 28550 0 To support local food pantries Mayo Clinic 200 First Street SW Siebens Rochester MN 55905 416011702 30000 0 General operations McLaren Northern Michigan Fdn 360 Connable Street Petoskey MI 49770 382445611 23500 0 Fetal heart monitor and general ope Michigan Floral Foundation 1152 Haslett Rd Haslett MI 48840 208272247 5124 0 Support scholarships for students Michigan Tech Fund 1400 Townsend Drive Houghton MI 49931 381554664 10000 0 For annual student scholarships Munson Healthcare Chx Fdn 14700 Lake Shore Drive Charlevoix MI 49720 382642724 24000 0 Panic alarms at clinics in Chx Coun Munson Healthcare Foundations 1150 Medical Campus Drive Traverse City MI 49684 382642724 59863 0 Hospital programs North Central Michigan Colleg 1515 Howard Street Petoskey MI 49770 382910328 72765 0 Building Tomorrow Together Northern Homes CDC PO Box 86 Boyne City MI 49712 383395829 11500 0 Feasibility studies Northern Michigan Equine Ther 05025 Church Street Boyne City MI 49712 300838013 14050 0 HorseSense Program expansion Northwest MI Hospice Assist 201 State Street Suite D Charlevoix MI 49720 382391256 13204 0 General operations Northwest Michigan Habitat fo 1840 M-119 Unit 1 Petoskey MI 49770 382971056 49000 0 General operations and programs Park City Community Fdn PO Box 681499 Park City UT 84068 300171971 10000 0 Grantmaking Peaine Township PO Box 26 Beaver Island MI 49782 381943377 9015 0 Construct bocce ball courts Petoskey District Library 500 E Mitchell Petoskey MI 49770 823027702 6000 0 Growing Readers Together Planned Parenthood of Michiga PO Box 3673 Ann Arbor MI 48106 381707521 7500 0 Support reproductive equity and edu Planned Parenthood of Pacific 1075 Camino del Rio South Sand Diego CA 92108 956111785 33430 0 General operations Power Book Bags 5590 S Spyglass Ridge Dr Suttons Bay MI 49682 812406342 11000 0 To support PoWeR! Book Bags for Chx Raven Hill Discovery Center 04737 Fuller Road East Jordan MI 49727 383032707 26685 0 General operations Rayder Enrichment Foundation PO Box 730 Charlevoix MI 49720 382768057 10775 0 General operations Ronald McDonald House of West 1323 Cedar Street NE Grand Rapids MI 49503 382781170 14000 0 General operations Salvation Army 712 Pleasant Street Petoskey MI 49770 381370971 35804 0 Support programs Serenity House Alano Club of 106 Mason Street Charlevoix MI 49720 382660208 8400 0 General operations St Joseph Catholic Church PO Box 379 East Jordan MI 49727 382044006 20000 0 Church maintenance & renovation Temple Israel 13111 Sterling Ridge Drive Omaha NE 68144 470376590 6500 0 Cemetery Fund The Nature Conservancy 101 East Grand River Lansing MI 48906 530242652 10000 0 Michigan Chapter Third Day Fellowship & Outrea PO Box 174 Charlevoix MI 49720 274592599 12994 0 General operations Tip of Mitt Watershed Council 426 Bay Street Petoskey MI 49770 382361745 29868 0 Mobile boat wash station and educat Top of Michigan Mountain Bike PO Box 112 Boyne City MI 49712 455335776 16590 0 Rescue equipment and trail support Top of Michigan Trails Counci 1687 M-119 Petoskey MI 49770 383263521 14000 0 Founder's Terrace and general opera Training Wheels Childcare Cen PO Box 371 East Jordan MI 49727 851634950 18498 0 General operations Trout Unlimited Mich Chapter 5954 Qwinn Court Bay City MI 48706 381612715 6000 0 Michigan's coldwater fisheries University Music Society 881 North University Ave Ann Arbor MI 48109 381545881 5100 0 General operations University of Michigan Dept CH 10189 Palatine IL 60055 386006309 10000 0 School of Music, Theatre & Dance Wagbo Peace Center 5745 N M-66 East Jordan MI 49727 383271968 14100 0 General support & capacity building Womens Resource Center of No 423 Porter Street Petoskey MI 49770 382302164 77017 0 General operations and program supp 81 0 Educational Scholarships 93 574424 Grantmaker's Description of How Grants are Used There are a number of check points in the life of a grant to help monitor that the grant was used by an organization for its intended purpose:-After the Foundation approves a grant for distribution to an organization, it sends each grantee a grant notification letter, a grant agreement, a financial report form and/or a final report form. The purpose of these forms 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 as to how the funds were used.-If the grant is for the purchase of a specific item, the Foundation will require the grantee provide a receipt as proof of purchase. -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 conduct site visits to the grantee organization to "see" the grant in action. Laura Hansen Married to President 42945 Wages for Employment false X 7 211367 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, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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 he participate in the vote. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Decreases Transfer to funds held on behalf of other agencies = -$830082