LAPEER COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LAPEER COUNTY COMMUNITY FOUNDATION (EIN 20-1271563)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349317020
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T17:39:10-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	382808585	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MATTINA KENT & GIBBONS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	951 S MAIN ST STE 3	AddressLine1Txt
City	LAPEER	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	484464128	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201271563	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	LAPE	BusinessNameControlTxt
Phone	8106640691	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	235 W NEPESSING ST	AddressLine1Txt
City	LAPEER	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48446	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM GIBBONS CPA	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8106640691	PhoneNum
Signature	2022-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	GIBBONS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CLARK D KENT CPA	PreparerPersonNm
PTIN	P00647819	PTIN
Phone	8106644470	PhoneNum
Preparation	2022-11-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	STEVE ZOTT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11200 37 MILE RD	AddressLine1Txt
City	ROMEO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48065	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,957,982	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LAPEERCOUNTYCF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2004	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$567,931	PYContributionsGrantsAmt
CY Contributions Grants	$643,524	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$260,760	PYInvestmentIncomeAmt
CY Investment Income	$786,316	CYInvestmentIncomeAmt
PY Other Revenue	$194,371	PYOtherRevenueAmt
CY Other Revenue	$185,760	CYOtherRevenueAmt
PY Total Revenue	$1,023,062	PYTotalRevenueAmt
CY Total Revenue	$1,615,600	CYTotalRevenueAmt
PY Grants And Similar Paid	$431,124	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$406,075	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$117,583	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$130,533	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$297,825	PYOtherExpensesAmt
CY Other Expenses	$359,100	CYOtherExpensesAmt
PY Total Expenses	$846,532	PYTotalExpensesAmt
CY Total Expenses	$895,708	CYTotalExpensesAmt
PY Revenues Less Expenses	$176,530	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$719,892	CYRevenuesLessExpensesAmt
Total Assets BOY	$12,500,898	TotalAssetsBOYAmt
Total Assets EOY	$14,377,422	TotalAssetsEOYAmt
Total Liabilities BOY	$1,503,142	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,645,310	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$10,997,756	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,732,112	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE GRANTS TO INDIVIDUALS AND ORGANIZATIONS OF LAPEER COUNTY FOR THE PURPOSE OF ENHANCING THE QUALITY OF LIFE	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$105,000	ExpenseAmt
Grant	$105,000	GrantAmt
Desc	PROVIDING COLLEGE SCHOLARHIPS TO STUDENTS OF VARIOUS HIGH SCHOOLS LOCATED IN LAPEER COUNTY, MICHIGAN ENABLING THEM TO PURSUE HIGHER EDUCATION GOALS AND TO ENHANCE THE QUALITY OF LIFE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$358,071	ExpenseAmt
Grant	$301,075	GrantAmt
Desc	PROVIDING GRANTS TO VARIOUS ORGANIZATIONS LOCATED IN LAPEER COUNTY, MICHIGAN ENABLING THEM TO PURCHASE SPECIAL EQUIPMENT TO IMPROVE SERVICES, PROVIDE EDUCATIONAL SEMINARS, OR PROMOTE COMMUNITY-ORIENTED SERVICES WHICH ENHANCE THE QUALITY OF LIFE IN LAPEER COUNTY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$463,071	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	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	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	Yes (true)	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	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	3	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
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	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	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	false	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM GIBBONS CPA TREASURER	PersonNm
Phone	8106644470	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	951 S MAIN ST STE 3	AddressLine1Txt
City	LAPEER	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48446	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
NANCY BOXEY
EXEC DIR	40.00	Yes (X)	$75,394	$0	$0
MICHAEL BURKE
TRUSTEE	1.00		$0	$0	$0	Yes (X)
EMILY CASWELL
TRUSTEE	1.00		$0	$0	$0	Yes (X)
RICK FLEMING
TRUSTEE	1.00		$0	$0	$0	Yes (X)
MICHAEL GILDNER
TRUSTEE	1.00		$0	$0	$0	Yes (X)
STEVE HOFFA
TRUSTEE	1.00		$0	$0	$0	Yes (X)
SCOTT MCKENNA
TRUSTEE	1.00		$0	$0	$0	Yes (X)
BOB RIEHL
TRUSTEE	1.00		$0	$0	$0	Yes (X)
BRUCE ROBINSON
TRUSTEE	1.00		$0	$0	$0	Yes (X)
DANA WALKER
TRUSTEE	1.00		$0	$0	$0	Yes (X)
WILLIAM GIBBONS CPA
TREASURER	1.00	Yes (X)	$0	$0	$0
BETSY FELTON
SECRETARY	1.00	Yes (X)	$0	$0	$0
MOLLY MUIR
VICE CHAIRMA	1.00	Yes (X)	$0	$0	$0
STEVE ZOTT
CHAIRMAN	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$75,394	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$643,524	AllOtherContributionsAmt
Total Contributions	$643,524	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$236,496	TotalRevenueColumnAmt
Exclusion	$236,496	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,892,202	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,342,382	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$549,820	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$549,820	TotalRevenueColumnAmt
Related Or Exempt Func Income	$549,820	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES	$169,828	$169,828
RETURN OF PY UNUSED GRANTS	$9,304	$9,304
CASH SURRENDR VALUE LIFE INS	$6,628	$6,628

Field	Value	IRS element (for citing)
Other Revenue Total	$185,760	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,615,600	TotalRevenueColumnAmt
Related Or Exempt Func Income	$735,580	RelatedOrExemptFuncIncomeAmt
Exclusion	$236,496	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$301,075	TotalAmt
Program Services	$301,075	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$105,000	TotalAmt
Program Services	$105,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$75,666	TotalAmt
Management And General	$75,666	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,427	TotalAmt
Management And General	$43,427	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,356	TotalAmt
Management And General	$2,356	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,084	TotalAmt
Management And General	$9,084	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$27,180	TotalAmt
Management And General	$27,180	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$8,520	TotalAmt
Management And General	$8,520	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,449	TotalAmt
Management And General	$7,449	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$9,386	TotalAmt
Management And General	$9,386	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,142	TotalAmt
Management And General	$10,142	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,772	TotalAmt
Management And General	$1,772	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,149	TotalAmt
Management And General	$4,149	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,610	TotalAmt
Management And General	$1,610	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
LCCF ADMIN FEES	$149,189	$149,189
INVESTMENT CONSULTING FEE	$60,131	$60,131
FUND ACTIVITY EXPENSES	$56,996		$56,996
SPECIAL EVENTS	$9,346	$9,346

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,230	TotalAmt
Management And General	$13,230	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$895,708	TotalAmt
Program Services	$463,071	ProgramServicesAmt
Management And General	$432,637	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$138,597	BOYAmt
EOY	$267,245	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$754,094	BOYAmt
EOY	$200,738	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$22,025	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$844	BOYAmt
EOY	$1,569	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$32,147	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$22,271	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$14,025	BOYAmt
EOY	$9,876	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$11,537,373	BOYAmt
EOY	$13,819,204	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$55,965	BOYAmt
EOY	$56,765	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,500,898	BOYAmt
EOY	$14,377,422	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,914	BOYAmt
EOY	$18,143	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$7,321	BOYAmt
EOY	$36,316	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,481,907	BOYAmt
EOY	$1,590,851	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,503,142	BOYAmt
EOY	$1,645,310	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	$10,974,703	BOYAmt
EOY	$12,662,166	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$23,053	BOYAmt
EOY	$69,946	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,997,756	BOYAmt
EOY	$12,732,112	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,500,898	BOYAmt
EOY	$14,377,422	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$719,892	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$896,394	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$118,070	OtherChangesInNetAssetsAmt
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)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$306,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$433,154	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$646,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$567,931	CurrentTaxYearMinus1YearAmt
Current Tax Year	$643,524	CurrentTaxYearAmt
Total	$2,598,071	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$306,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$433,154	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$646,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$567,931	CurrentTaxYearMinus1YearAmt
Current Tax Year	$643,524	CurrentTaxYearAmt
Total	$2,598,071	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$2,598,071	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$251,891	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$371,691	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$299,586	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$242,168	CurrentTaxYearMinus1YearAmt
Current Tax Year	$236,496	CurrentTaxYearAmt
Total	$1,401,832	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$3,999,903	TotalSupportAmt
Gross Receipts Rltd Activities	$952,297	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.64950	PublicSupportCY170Pct
Public Support PY170	0.60860	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	1	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$2,400	DonorAdvisedFundsContriAmt
Donor Advised Funds Vl EOY	$300,953	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,316,369	BeginningYearBalanceAmt
Contributions	$511,075	ContributionsAmt
Investment Earnings Or Losses	$1,685,131	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$355,827	GrantsOrScholarshipsAmt
Other Expenditures	$50,786	OtherExpendituresAmt
Administrative Expenses	$198,533	AdministrativeExpensesAmt
End Year Balance	$11,907,429	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,582,760	BeginningYearBalanceAmt
Contributions	$411,956	ContributionsAmt
Investment Earnings Or Losses	$951,905	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$387,018	GrantsOrScholarshipsAmt
Other Expenditures	$53,819	OtherExpendituresAmt
Administrative Expenses	$189,415	AdministrativeExpensesAmt
End Year Balance	$10,316,369	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,923,012	BeginningYearBalanceAmt
Contributions	$613,439	ContributionsAmt
Investment Earnings Or Losses	$1,604,913	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$279,855	GrantsOrScholarshipsAmt
Other Expenditures	$59,691	OtherExpendituresAmt
Administrative Expenses	$219,058	AdministrativeExpensesAmt
End Year Balance	$9,582,760	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,478,350	BeginningYearBalanceAmt
Contributions	$433,331	ContributionsAmt
Investment Earnings Or Losses	-$496,914	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$284,947	GrantsOrScholarshipsAmt
Other Expenditures	$30,703	OtherExpendituresAmt
Administrative Expenses	$176,105	AdministrativeExpensesAmt
End Year Balance	$7,923,012	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,864,493	BeginningYearBalanceAmt
Contributions	$294,046	ContributionsAmt
Investment Earnings Or Losses	$830,675	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$330,887	GrantsOrScholarshipsAmt
Other Expenditures	$17,255	OtherExpendituresAmt
Administrative Expenses	$162,722	AdministrativeExpensesAmt
End Year Balance	$8,478,350	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,147	OtherCostOrOtherBasisAmt
Depreciation	$22,271	DepreciationAmt
Book Value	$9,876	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,876	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	FUNDS HELD AS AGENCY FUNDS	Desc
Amt	$1,590,851	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,590,851	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$2,630,064	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$896,394	NetUnrealizedGainsInvstAmt
Other Revenue	$118,070	OtherRevenueAmt
Revenue Not Reported	$1,014,464	RevenueNotReportedAmt
Revenue Subtotal	$1,615,600	RevenueSubtotalAmt
Total Revenue Per Form990	$1,615,600	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$895,708	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$895,708	ExpensesSubtotalAmt
Total Expenses Per Form990	$895,708	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 4, PART XI, LINE 2D	FormAndLineReferenceDesc
Explanation	RECLASSIFICATION OF AGENCY 0 FUNDS TO NON-AGENCY 118,070	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	IRC SectionIRCSectionDesc
ALMONT COMMUNITY SCHOOLS
401 CHURCH ST	ALMONT	MI	48003	386002157	$17,765	MULTIPLE PROJECTS
CENTER FOR ARTS OF GREATER LAPEER
194 W NEPESSING ST	LAPEER	MI	48446	383610263	$14,762	MULTIPLE PROJECTS	3
ELGA
				381441242	$33,200	STUDENT LEAF FUNDING
LAPEER CHURCH OF CHRIST
1680 N LAPEER RD	LAPEER	MI	48446	382391348	$12,200	MULTIPLE PROJECTS
LAPEER COUNTY KIND
					$11,910	FOOD FOR LOCAL PANTR
LION'S VISUALLY IMPAIRED YOUTH CAMP
3409 N FIVE LAKES RD	LAPEER	MI	48446	382996775	$6,000	MULTIPLE PROJECTS	3
THE REFUGE
PO BOX 1435	LAPEER	MI	48446	352167709	$11,000	MULTIPLE PROJECTS	3

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (30 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS	6	$7,250
SCHOLARSHIPS	11	$17,800
SCHOLARSHIPS	3	$5,050
SCHOLARSHIPS	11	$18,400
SCHOLARSHIPS	1	$1,200
SCHOLARSHIPS	3	$2,500
SCHOLARSHIPS	2	$3,250
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	6	$6,450
SCHOLARSHIPS	2	$1,500
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	2	$1,000
SCHOLARSHIPS	5	$4,400
SCHOLARSHIPS	2	$1,500
SCHOLARSHIPS	5	$7,700
SCHOLARSHIPS	4	$7,000
SCHOLARSHIPS	2	$2,000
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	1	$2,000
SCHOLARSHIPS	2	$4,000
SCHOLARSHIPS	1	$1,000
SCHOLARSHIPS	1	$1,000
SCHOLARSHIPS	1	$1,000
SCHOLARSHIPS	1	$1,000
SCHOLARSHIPS	1	$1,000
SCHOLARSHIPS	1	$2,000
SCHOLARSHIPS	1	$500
SCHOLARSHIPS	1	$2,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	A COPY OF THE 990 IS REVIEWED WITH THE EXECUTIVE BOARD AND THEN SHARED WITH THE BOARD AS A WHOLE BEFORE FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	BOARD OF TRUSTEES AFFILIATIONS LISTS ARE FILLED OUT AND COMPILED ANNUALLY AND DISTRIBUTED TO THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE FOR THEM TO BE AWARE OF ANY CONFLICTS OF INTEREST THAT MAY ARISE AT MEETINGS, ETC.
FORM 990, PAGE 6, PART VI, LINE 15A	A COMPENSATION EVALUATION FORM IS OBTAINED FROM THE COUNCIL OF MICHIGAN FOUNDATIONS. THIS FORM IS COMPLETED AND REVIEWED BY THE EXCUTIVE COMMITTEE, AND THEN SUCH INFORMATION IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. CONDENSED FINANCIAL STATEMENT INFORMATION IS AVAILABLE VIA THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9	RECLASSIFICATION OF AGENCY 0 FUNDS TO NON-AGENCY 118,070 TRANSFER OF FUND BALANCE FROM AGENCY TO NON-AGENCY 0 TOTAL 118,070