COMMUNITY FOUNDATION OF MONROE COUNTY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 38-2236628)
Tax period
2021-04-01 to 2022-03-31
Filed
2022-08-11
IRS object ID
202232239349301223
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-11T11:14:54-04:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381335762PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOLEY HEHL SABO & CALKINS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH MONROEAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382236628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF MONROEBusinessNameLine1Txt
Business Name Line2COUNTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7342421976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 WASHINGTON STREETAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN RUSSEAUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7342421976PhoneNum
Signature2022-08-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHLEENPersonFirstNm
Person LastRUSSEAUPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH D RAFKOPreparerPersonNm
PTINP01335820PTIN
Phone7342417200PhoneNum
Preparation2022-08-04PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN RUSSEAUPrincipalOfficerNm
Gross Receipts$9,510,500GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCFMONROE.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscNONPROFITOtherOrganizationDsc
Formation1976FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionWE INVEST ON A BETTER FUTURE FOR OUR COMMUNITY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVEActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$558,342PYContributionsGrantsAmt
CY Contributions Grants$3,866,350CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,971,046PYInvestmentIncomeAmt
CY Investment Income$402,067CYInvestmentIncomeAmt
PY Other Revenue$199,258PYOtherRevenueAmt
CY Other Revenue$271,130CYOtherRevenueAmt
PY Total Revenue$3,728,646PYTotalRevenueAmt
CY Total Revenue$4,539,547CYTotalRevenueAmt
PY Grants And Similar Paid$413,042PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$711,518CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$134,371PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$150,820CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$37,107CYTotalFundraisingExpenseAmt
PY Other Expenses$253,343PYOtherExpensesAmt
CY Other Expenses$352,829CYOtherExpensesAmt
PY Total Expenses$800,756PYTotalExpensesAmt
CY Total Expenses$1,215,167CYTotalExpensesAmt
PY Revenues Less Expenses$2,927,890PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,324,380CYRevenuesLessExpensesAmt
Total Assets BOY$11,524,248TotalAssetsBOYAmt
Total Assets EOY$14,742,947TotalAssetsEOYAmt
Total Liabilities BOY$342,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$236,736TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,181,831NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,506,211NetAssetsOrFundBalancesEOYAmt
MissionWE STRIVE TO SUCCESSFULLY FULFILL OUR MISSION BY COMMITTING TO THE FOLLOWING VALUES: STEWARDSHIP, LOCAL IMPACT, COMMUNITY PARTNERSHIP, INCLUSION, AND LEGACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$219,831ExpenseAmt
Grant$136,880GrantAmt
DescPROVIDE SCHOLARSHIP OPPORTUNITIES FOR INDIVIDUALS TO FURTHER THEIR EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$603,338ExpenseAmt
Grant$574,638GrantAmt
DescATS, EDUCATION, YOUTH PROGRAMS, ENVIRONMENT, CULTURE, PUBLIC ACTIVITIES IN MONROE COUNTY MI AND PROFESSIONAL FEESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Total Program Service Expenses$823,169TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF MONROE COBusinessNameLine1Txt
Business Name Line2COMMUNITY FOUNDATION OF MONROE COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone7342421976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 WASHINGTON STREET SUITE AAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARRY BUSCHMANN
TRUSTEE1.00Yes (X)$0$0$0
DEB DUSHANE
TRUSTEE1.00Yes (X)$0$0$0
SR MARGARET GAFFNEY
TRUSTEE1.00Yes (X)$0$0$0
STACEY GOANS
TRUSTEE1.00Yes (X)$0$0$0
EDDIE HARWOOD
TRUSTEE1.00Yes (X)$0$0$0
GARRETT KEETON
TRUSTEE1.00Yes (X)$0$0$0
RICHARD KENNY
TRUSTEE1.00Yes (X)$0$0$0
BARRY KINSEY
TRUSTEE1.00Yes (X)$0$0$0
ADELAIDE PASCARIS
TRUSTEE1.00Yes (X)$0$0$0
ERIC PEACOCK
TRUSTEE1.00Yes (X)$0$0$0
TODD SCHULTZ
TRUSTEE1.00Yes (X)$0$0$0
DAVID UHL
TRUSTEE1.00Yes (X)$0$0$0
JULIE EVERLY
PRESIDENT3.00$0$0$0Yes (X)
MOLLY LUEMPERT-COY
TRUSTEE/PAST2.00$0$0$0Yes (X)
KEITH MASSERANT
VICE PRESIDE2.00$0$0$0Yes (X)
AMANDA PHEBUS
TREASURER2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$31,110GovernmentGrantsAmt
All Other Contributions$3,835,240AllOtherContributionsAmt
Noncash Contributions$6,870NoncashContributionsAmt
Total Contributions$3,866,350TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,012TotalRevenueColumnAmt
Related Or Exempt Func Income$380,969RelatedOrExemptFuncIncomeAmt
Exclusion$43ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,992,008SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,970,953SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$21,055SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,055TotalRevenueColumnAmt
Related Or Exempt Func Income$21,055RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES$164,830$164,830
GRANT INCOME$106,300$106,300
FieldValueIRS element (for citing)
Other Revenue Total$271,130OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,539,547TotalRevenueColumnAmt
Related Or Exempt Func Income$673,154RelatedOrExemptFuncIncomeAmt
Exclusion$43ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$574,638TotalAmt
Program Services$574,638ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$136,880TotalAmt
Program Services$136,880ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$128,853TotalAmt
Program Services$70,869ProgramServicesAmt
Management And General$27,059ManagementAndGeneralAmt
Fundraising$30,925FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,110TotalAmt
Program Services$6,661ProgramServicesAmt
Management And General$2,543ManagementAndGeneralAmt
Fundraising$2,906FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,857TotalAmt
Program Services$5,421ProgramServicesAmt
Management And General$2,070ManagementAndGeneralAmt
Fundraising$2,366FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$12,500ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$24,198TotalAmt
Management And General$24,198ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,537TotalAmt
Management And General$9,537ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$68,929TotalAmt
Management And General$68,929ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,200TotalAmt
Program Services$16,200ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,051TotalAmt
Management And General$1,051ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,729TotalAmt
Management And General$6,819ManagementAndGeneralAmt
Fundraising$910FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,728TotalAmt
Management And General$19,728ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,313TotalAmt
Management And General$15,313ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16TotalAmt
Management And General$16ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$110TotalAmt
Management And General$110ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$885TotalAmt
Management And General$885ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,002TotalAmt
Management And General$5,002ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FUND ADMINISTRATIVE FEES$164,904$164,904
TELEPHONE$3,693$3,693
SIGNAGE$1,541$1,541
ADMINISTRATIVE DUES$1,250$1,250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$243TotalAmt
Management And General$243ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,215,167TotalAmt
Program Services$823,169ProgramServicesAmt
Management And General$354,891ManagementAndGeneralAmt
Fundraising$37,107FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,130,998BOYAmt
EOY$644,462EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,687BOYAmt
EOY$2,687EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$32,049LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,210LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,996BOYAmt
EOY$3,839EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,387,567BOYAmt
EOY$14,091,959EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,524,248BOYAmt
EOY$14,742,947EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$80,600BOYAmt
EOY$10,500EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$31,000BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$230,817BOYAmt
EOY$226,236EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$342,417BOYAmt
EOY$236,736EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,181,831BOYAmt
EOY$14,506,211EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,181,831BOYAmt
EOY$14,506,211EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,524,248BOYAmt
EOY$14,742,947EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,324,380ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$871,872CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$776,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$543,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$823,058CurrentTaxYearMinus1YearAmt
Current Tax Year$3,866,350CurrentTaxYearAmt
Total$6,882,202TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$871,872CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$776,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$543,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$823,058CurrentTaxYearMinus1YearAmt
Current Tax Year$3,866,350CurrentTaxYearAmt
Total$6,882,202TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,882,202PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$293,332CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$267,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$278,147CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,198CurrentTaxYearMinus1YearAmt
Current Tax Year$381,012CurrentTaxYearAmt
Total$1,452,814TotalAmt
FieldValueIRS element (for citing)
Total Support$8,335,016TotalSupportAmt
Gross Receipts Rltd Activities$1,084,555GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82570PublicSupportCY170Pct
Public Support PY1700.74130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$230,280DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,754,179BeginningYearBalanceAmt
Contributions$3,267,269ContributionsAmt
Investment Earnings Or Losses$382,749InvestmentEarningsOrLossesAmt
Grants Or Scholarships$458,446GrantsOrScholarshipsAmt
Administrative Expenses$230,540AdministrativeExpensesAmt
End Year Balance$13,715,211EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,907,576BeginningYearBalanceAmt
Contributions$494,333ContributionsAmt
Investment Earnings Or Losses$2,661,849InvestmentEarningsOrLossesAmt
Grants Or Scholarships$413,042GrantsOrScholarshipsAmt
Administrative Expenses$137,858AdministrativeExpensesAmt
End Year Balance$10,754,179EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,619,274BeginningYearBalanceAmt
Contributions$150,072ContributionsAmt
Investment Earnings Or Losses-$854,356InvestmentEarningsOrLossesAmt
Grants Or Scholarships$218,636GrantsOrScholarshipsAmt
Administrative Expenses$131,259AdministrativeExpensesAmt
End Year Balance$7,907,576EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,657,119BeginningYearBalanceAmt
Contributions$363,873ContributionsAmt
Investment Earnings Or Losses$11,715InvestmentEarningsOrLossesAmt
Grants Or Scholarships$682,687GrantsOrScholarshipsAmt
Administrative Expenses$127,502AdministrativeExpensesAmt
End Year Balance$8,619,274EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,826,783BeginningYearBalanceAmt
Contributions$518,063ContributionsAmt
Investment Earnings Or Losses$459,363InvestmentEarningsOrLossesAmt
Grants Or Scholarships$466,255GrantsOrScholarshipsAmt
Administrative Expenses$117,509AdministrativeExpensesAmt
End Year Balance$8,657,119EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.94850PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05150TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,049OtherCostOrOtherBasisAmt
Depreciation$28,210DepreciationAmt
Book Value$3,839BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,839TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS HELD FOR OTHERSDesc
Amt$226,236Amt
FieldValueIRS element (for citing)
Total Liability$226,236TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,539,547TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$4,539,547RevenueSubtotalAmt
Total Revenue Per Form990$4,539,547TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,215,167TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,215,167ExpensesSubtotalAmt
Total Expenses Per Form990$1,215,167TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
E4E RELIEF
E4E RELIEF401 N TRYON ST SUITE 250401 N TRYON ST SUITE 250CHARLOTTENC28202$191,672DISASTER RELIEF
YMCA
YMCA1111 WEST ELM1111 WEST ELMMONROEMI48162$14,000HEALTH TRAINING
HUMANE SOCIETY
HUMANE SOCIETYPO BOX 1457PO BOX 1457MONROEMI48161$20,013AGENCY / ANIMAL CARE
UNITED WAY OF MONROE COUNTY
UNITED WAY OF MONROE COUNTY216 N MONROE ST216 N MONROE STMONROEMI48162$29,500PROJECT RAMP PROGRAM
CATHOLIC CHARITIES OF SOUTHWEST MI
CATHOLIC CHARITIES OF SOUTHWEST MI25 S MONROE STREET25 S MONROE STREETMONROEMI48161$29,000HARM REDUCTION
MCOP
MCOP1140 S TELEGRAPH1140 S TELEGRAPHMONROEMI48161$32,400PLAYGRND REONOVATION
MONROE COUNTY INTERMEDIAT SCHOOL
MONROE COUNTY ISD1101 S RAISINVILLE ROAD1101 S RAISINVILLE ROADMONROEMI48161$68,650EDUCATOR WELLNESS GR
HOME INCORPORATED
HOME INCORPORATED852 W ELM AVENUE852 WEST ELM AVENUEMONROEMI48162$19,000ALARM SYSTEM
MOVING MILAN FORWARD
MOVING MILAN FORWARDPO BOX 114PO BOX 114MILANMI48160$20,000LANDSCAPE IMPROVEMEN
MILAN AREA SCHOOLS
MILAN AREA SCHOOLS100 BIG RED DRIVE100 BIG RED DRIVEMILANMI48160$9,000MUSIC PROGRAMS
MILAN AREA SCHOOLS
MILAN AREA SCHOOLS100 BIG RED DRIVE100 BIG RED DRIVEMILANMI48160$10,000ELEMENTARY STEM PR
UNITED WAY OF MONROE COUNTY
UNITED WAY OF MONROE COUNTY216 N MONROE ST216 N MONROE STMONROEMI48162$7,139ROMNEY VOLUNTERISM
AID IN MILAN
AID IN MILAN89 W MAIN ST89 W MAIN STMILANMI48160$7,000HEALTH/SAFETY EQUIP
COMPASSION MINISTRIES
COMPASSION MINISTIRES120 HACK ST120 HACK STMILANMI48160$9,090FOOD AND CLOTHING
WASHTENAW AREA COUNCIL FOR CHILDREN
WASHTENAW AREA COUNCIL FOR CHILDREN3075 W CLARK RD SUITE 1103075 W CLARK RD SUITE 110YPSILANTIMI48197$6,250CYBER SAFETY TRAININ
MILAN PUBLIC LIBRARY
MILAN PUBLIC LIBRARY151 WABASH ST151 WABASH STMILANMI48160$5,820WATER DISPENSERS
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Cash Grant$136,880CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990PART I, ITEM K, OTHER ORGANIZATION TYPE: COMMUNITY FOUNDATION
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS AND FINANCE COMMITTEE REVIEW THE 990 PRIOR TO FILING
FORM 990, PAGE 6, PART VI, LINE 12CYES
FORM 990, PAGE 6, PART VI, LINE 15AEXECUTIVE DIRECTOR & STAFF COMPENSATION IS BASED ON COMPARABLE DATA FROM CMF
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS ARE INVOLVED
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST

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