2021-09-23T10:24:18-05:00 2020-12-31 381910111 UHY ADVISORS MI INC 1979 HOLLAND AVE SUITE A PORT HURON MI 48060 990 2020-01-01 382736601 FOUR COUNTY COMMUNITY FOUNDATION FOUR 8107980909 PO BOX 539 ALMONT MI 48003 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 8107980909 2021-09-16 1 KATHY WHITE-DICKENS 999009999 PAUL BAILEY P01259200 8109843829 2021-09-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHY WHITE-DICKENS PO BOX 539 ALMONT MI 480030539 4411275 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. 17 17 4 37 0 0 1185955 722578 0 0 314733 273501 0 771 1500688 996850 573467 572614 0 0 167228 172667 0 0 43023 148693 137444 889388 882725 611300 114125 18561938 20689186 564235 790807 17997703 19898379 SEE SCHEDULE O 0 0 631269 572614 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. N/A N/A 631269 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 0 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 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 KENNETH HUMMEL 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 SAMUEL LOVELL YAC CO-PRESIDENT 1.00 X 0 0 0 TEAGAN O'BRYAN YAC CO-PRESIDENT 1.00 X 0 0 0 KATHY WHITE-DICKENS EXECUTIVE DIRECTOR 40.00 X 79000 0 8377 JASON VERLINDE CHAIRPERSON 2.00 X 0 0 0 BRET SCHAPMAN VICE-CHAIRPERSON 1.00 X 0 0 0 PEGGY DOMENICK-MUSCAT TREASURER 1.00 X 0 0 0 SHEILA MCDONALD SECRETARY 1.00 X 0 0 0 79000 0 8377 0 0 0 0 0 722578 722578 336187 336187 3351739 3414425 -62686 -62686 -62686 AGENCY FUND ADMIN FEE 900099 771 771 771 996850 -62686 0 336958 281814 281814 290800 290800 86004 6338 66774 12892 72753 26559 39783 6411 2009 653 1168 188 397 147 215 35 11504 2469 7654 1381 9177 9177 15456 4173 9583 1700 29451 29451 6000 6000 11981 11981 13473 2112 7373 3988 23099 8666 8446 5987 12812 3460 7943 1409 1248 337 774 137 218 59 135 24 5037 1360 3123 554 1277 345 792 140 DUES AND SUBSCRIPTIONS 6060 1636 3757 667 DONOR DEVELOPMENT 1510 1510 MISCELLANEOUS 577 341 236 BOARD DEVELOPMENT 68 68 882725 631269 208433 43023 200 200 909666 669608 804000 379000 728 20175 19109 247404 97150 124659 150254 16700648 19468917 1862 2098 18561938 20689186 17389 29287 137894 168412 408952 593108 564235 790807 X 17997703 19898379 17997703 19898379 18561938 20689186 X 114125 1858654 -78729 6626 X 0 1 X 1 0 X 801565 327024 332076 1185955 722578 3369198 801565 327024 332076 1185955 722578 3369198 3369198 281387 297700 341994 418810 336187 1676078 1014 210 223 1447 5046723 1447 0.66760 0.63770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CSV INCREASE - 2016 AMOUNT: $ 1,014. 2017 AMOUNT: $ 210. 2018 AMOUNT: $ 223. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19 91 53371 581270 46740 327303 1184868 10696872 1 1 0 1 X 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 12759092 685663 1010445 273964 449 179755 14001032 1.00000 0 0 40000 40000 190540 91318 99222 16864 5832 11032 150254 2826053 1858654 1858654 967399 29451 29451 996850 846648 0 846648 29451 6626 36077 882725 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 6,626. PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART V - LINE 1A - BEGINNING BALANCE IN COLUMN B DOES NOT AGREE TO COLUMN C ENDING BALANCE AS CAPITAL ASSETS WERE INCLUDED IN THE PREVIOUS YEAR AS ENDOWED FUNDS AND ARE REMOVED FROM COLUMN B BALANCES. 0 MACOMB COUNTY ROTATING EMERGENCY SHELTER TEAM 20415 ERIN ST ROSEVILLE MI 48066 382842494 GOV 6000 HOUSING FOR HOMELESS (COVID-19) TURNING POINT INC PO BOX 1123 MT CLEMENS MI 48046 382292020 C3 6000 PROGRAM SUPPORT (COVID-19) LOVE INC OF NORTH OAKLAND COUNTY 1550 W DRAHNER RD OXFORD MI 48371 205190257 C3 6385 TECHNOLOGY IMPROVEMENTS GREATER WASHINGTON AREA HISTORICAL SOCIETY PO BOX 94144 WASHINGTON MI 48094 382260111 C3 6385 CHAIR LIFT FOR MUSEUM OXFORD COMMUNITY SCOOLS 10 N WASHINGTON ST OXFORD MI 48371 386003081 GOV 7077 SOCIAL-EMOTIONAL CURRICULUM FOR ELEM. STUDENTS SEVEN PONDS NATURE CENTER 3854 CRAWFORD RD DRYDEN MI 48428 382929924 C3 8700 FIELD TRIPS / NATURE LESSONS YOUNG MUSICIANS COMMUNITY PO BOX 172 HADLEY MI 48440 800481034 C3 9000 PERFORMANCE EQUIPMENT DRYDEN WESLEYAN CHURCH 5274 MAIN ST DRYDEN MI 48428 382179364 C3 10000 NASH CENTER GYM ROOF AMERICAN LUNG ASSOCIATION 55 W WACKER DR CHICAGO IL 60601 131632524 C3 10000 TOBACCO/VAPING INTERVENTION PROJECT LAPEER COUNTY BUILDING & GROUNDSPARKS 255 CLAY ST LAPEER MI 48446 386005780 GOV 25000 POLLY ANN TRAIL DEVELOPMENT PROJECT ROMEO COMMUNITY SCHOOLS 316 N MAIN ST ROMEO MI 48065 386002495 GOV 74604 BARNABO STADIUM ENTRANCE & SCOREBOARD EDUCATIONAL SCHOLARSHIPS 156 290800 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. FORM 990, PART VI, SECTION B, LINE 11B 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 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 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 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 6,626.