BATTLE CREEK COMMUNITY FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BATTLE CREEK COMMUNITY FOUNDATION (EIN 38-2045459)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-09-29
- IRS object ID
- 202102729349300210
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T08:09:30-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383567911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 EAST PARIS AVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382045459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTLE CREEK COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATT | BusinessNameControlTxt |
| Phone | 2699622181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 W MICHIGAN AVE STE 1 | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA L HUNT | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2699622181 | PhoneNum |
| Signature | 2021-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | HUNT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E HERT CPA | PreparerPersonNm |
| PTIN | P00066715 | PTIN |
| Phone | 6169754100 | PhoneNum |
| Preparation | 2021-09-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENDA L HUNT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 W MICHIGAN AVE STE 1 | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $125,850,115 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BCCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | WE PROMOTE GIVING, BUILD ENDOWMENT, AND PROVIDE LEADERSHIP TO IMPROVE QUALITY OF LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,025,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,881,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,301,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,622,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,537,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,616,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,764 | PYOtherRevenueAmt |
| CY Other Revenue | $110,228 | CYOtherRevenueAmt |
| PY Total Revenue | $8,015,614 | PYTotalRevenueAmt |
| CY Total Revenue | $24,231,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,186,865 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,195,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,626,954 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,582,632 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,210 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,079,930 | PYOtherExpensesAmt |
| CY Other Expenses | $5,592,661 | CYOtherExpensesAmt |
| PY Total Expenses | $14,893,749 | PYTotalExpensesAmt |
| CY Total Expenses | $18,371,092 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,878,135 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,859,956 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,909,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,797,897 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,008,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,478,771 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,900,417 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,319,126 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE PROMOTE GIVING, BUILD ENDOWMENT, AND PROVIDE LEADERSHIP TO IMPROVE QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,195,799 | ExpenseAmt |
| Grant | $10,195,799 | GrantAmt |
| Desc | GRANTMAKING AND SCHOLARSHIPS TO SUPPORT EDUCATION, HEALTH AND LIVABLE COMMUNITIES IN THE BATTLE CREEK, MI AREA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,493,664 | ExpenseAmt |
| Revenue | $1,622,192 | RevenueAmt |
| Desc | PROGRAM EXPENSES AND SPECIAL PROJECTS GEARED TOWARD EDUCATION, HEALTH AND LIVEABLE COMMUNITIES IN BATTLE CREEK, MI AND SURROUNDING COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,689,463 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA L HUNT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699622181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 W MICHIGAN AVE STE 1 | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLISON K GRAHAM | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN DUVAL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOONIKKA HERRING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN COLEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BALDWIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL GRAHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISHAE S JOHNSON | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HUNTER KING | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES L TREADWELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BANKS | ||||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA A MORRISON | ||||||||
| 2ND VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA M WENDT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL GLASS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PRESTON HICKS | ||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT RIDGEWAY | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STANLEY HORN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THERESA L DAWSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE CHAPMAN | ||||||||
| VP GRANTMAKING AND SCHOLAR | 40.00 | $129,750 | $0 | $19,847 | Yes (X) | |||
| BRENDA L HUNT | ||||||||
| PRESIDENT/CEO | 40.00 | 1.00 | $213,030 | $0 | $23,832 | Yes (X) | ||
| ABBY GREEN | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $114,994 | $0 | $22,115 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $457,774 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $8,587 | FundraisingAmt |
| Related Organizations | $5,551,274 | RelatedOrganizationsAmt |
| Government Grants | $554,705 | GovernmentGrantsAmt |
| All Other Contributions | $4,767,254 | AllOtherContributionsAmt |
| Total Contributions | $10,881,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMUNITY BASED EDUCATION | 900099 | $1,268,649 | $1,268,649 |
| FUND MANAGEMENT FEES | 561000 | $353,513 | $353,513 |
| SENIOR CENTER MEMBERSHIP | 900099 | $30 | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,622,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691,526 | TotalRevenueColumnAmt |
| Exclusion | $691,526 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $114,015 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $114,015 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,015 | TotalRevenueColumnAmt |
| Exclusion | $114,015 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $112,538,156 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,612,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,925,282 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,925,282 | TotalRevenueColumnAmt |
| Exclusion | $10,925,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,406 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $8,587 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,193 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,787 | TotalRevenueColumnAmt |
| Exclusion | -$3,787 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,231,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,622,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,727,036 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,068,957 | TotalAmt |
| Program Services | $10,068,957 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,842 | TotalAmt |
| Program Services | $126,842 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,232 | TotalAmt |
| Management And General | $490,232 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,115 | TotalAmt |
| Program Services | $719,208 | ProgramServicesAmt |
| Management And General | $897,907 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,007 | TotalAmt |
| Program Services | $18,570 | ProgramServicesAmt |
| Management And General | $39,437 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,939 | TotalAmt |
| Program Services | $113,855 | ProgramServicesAmt |
| Management And General | $140,084 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,339 | TotalAmt |
| Program Services | $62,467 | ProgramServicesAmt |
| Management And General | $100,872 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,443 | TotalAmt |
| Program Services | $52,443 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,865 | TotalAmt |
| Program Services | $61,865 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,167 | TotalAmt |
| Management And General | $344,167 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471,538 | TotalAmt |
| Program Services | $1,386,166 | ProgramServicesAmt |
| Management And General | $85,372 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,879 | TotalAmt |
| Program Services | $76,882 | ProgramServicesAmt |
| Management And General | $113,997 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,887 | TotalAmt |
| Program Services | $100,650 | ProgramServicesAmt |
| Management And General | $47,237 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,238 | TotalAmt |
| Program Services | $13,006 | ProgramServicesAmt |
| Management And General | $105,232 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,614 | TotalAmt |
| Program Services | $243,499 | ProgramServicesAmt |
| Management And General | $118,115 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328 | TotalAmt |
| Program Services | $1,157 | ProgramServicesAmt |
| Management And General | $171 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,074 | TotalAmt |
| Program Services | $6,455 | ProgramServicesAmt |
| Management And General | $8,619 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,348 | TotalAmt |
| Program Services | $26,348 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,929 | TotalAmt |
| Program Services | $256,202 | ProgramServicesAmt |
| Management And General | $2,727 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,403 | TotalAmt |
| Program Services | $63,815 | ProgramServicesAmt |
| Management And General | $60,588 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAMS | $1,085,457 | $1,085,457 | |
| INTERFUND | $820,145 | $820,145 | |
| MAINTENANCE | $283,045 | $271,679 | $11,366 |
| MISCELLANEOUS | $97,134 | $55,444 | $41,690 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,167 | TotalAmt |
| Program Services | $58,351 | ProgramServicesAmt |
| Management And General | $64,606 | ManagementAndGeneralAmt |
| Fundraising | $9,210 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,371,092 | TotalAmt |
| Program Services | $15,689,463 | ProgramServicesAmt |
| Management And General | $2,672,419 | ManagementAndGeneralAmt |
| Fundraising | $9,210 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,615 | BOYAmt |
| EOY | $3,567,601 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,368,699 | BOYAmt |
| EOY | $528,773 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,433 | BOYAmt |
| EOY | $145,947 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,740 | BOYAmt |
| EOY | $643,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,227,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,452,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,302,486 | BOYAmt |
| EOY | $2,775,411 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,261,426 | BOYAmt |
| EOY | $128,935,644 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,895 | BOYAmt |
| EOY | $200,540 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,909,294 | BOYAmt |
| EOY | $136,797,897 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,253 | BOYAmt |
| EOY | $797,096 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,509,596 | BOYAmt |
| EOY | $2,262,313 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,815 | BOYAmt |
| EOY | $1,160,243 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,080,674 | BOYAmt |
| EOY | $16,580,767 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,438 | BOYAmt |
| EOY | $574,394 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $554,705 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,101 | BOYAmt |
| EOY | $549,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,008,877 | BOYAmt |
| EOY | $22,478,771 | 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 | $77,476,962 | BOYAmt |
| EOY | $96,210,939 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,423,455 | BOYAmt |
| EOY | $18,108,187 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,900,417 | BOYAmt |
| EOY | $114,319,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,909,294 | BOYAmt |
| EOY | $136,797,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,859,956 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,657,155 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$98,402 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,111,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,572,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,609,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,025,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,881,820 | CurrentTaxYearAmt |
| Total | $39,200,647 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,111,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,572,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,609,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,025,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,881,820 | CurrentTaxYearAmt |
| Total | $39,200,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,546,488 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,654,159 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,853,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,799,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $653,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,645,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805,541 | CurrentTaxYearAmt |
| Total | $8,758,077 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $94,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,993 | CurrentTaxYearAmt |
| Total | $245,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,204,050 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,652,877 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51510 | 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 | 86 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,026,818 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,063,644 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,695,697 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,086,182 | BeginningYearBalanceAmt |
| Contributions | $2,922,598 | ContributionsAmt |
| Investment Earnings Or Losses | $26,900,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,530,652 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,145,143 | AdministrativeExpensesAmt |
| End Year Balance | $112,232,999 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,697,743 | BeginningYearBalanceAmt |
| Contributions | $1,471,388 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,402,959 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,186,865 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $493,125 | AdministrativeExpensesAmt |
| End Year Balance | $87,086,182 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,957,848 | BeginningYearBalanceAmt |
| Contributions | $265,551 | ContributionsAmt |
| Investment Earnings Or Losses | $4,192,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,718,460 | GrantsOrScholarshipsAmt |
| End Year Balance | $99,697,743 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,814,791 | BeginningYearBalanceAmt |
| Contributions | $2,011,439 | ContributionsAmt |
| Investment Earnings Or Losses | $9,020,282 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,888,664 | GrantsOrScholarshipsAmt |
| End Year Balance | $99,957,848 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,412,650 | BeginningYearBalanceAmt |
| Contributions | $1,486,111 | ContributionsAmt |
| Investment Earnings Or Losses | $10,606,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,690,595 | GrantsOrScholarshipsAmt |
| End Year Balance | $95,814,791 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,428,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $870,422 | DepreciationAmt |
| Book Value | $1,557,898 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,799,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $582,027 | DepreciationAmt |
| Book Value | $1,217,513 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,775,411 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $128,935,644 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $128,935,644 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS DUE TO OTHERS NON-CUSTODIAL | Desc |
| Amt | $549,253 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $549,253 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HAS ENTERED INTO AGREEMENTS WITH OTHER ORGANIZATIONS TO RECEIVE, INVEST AND MANAGE CERTAIN FUNDS. THE FOUNDATION REPORTS A LIABILITY FOR THESE RESOURCES SINCE THE OTHER ORGANIZATIONS HAVE EITHER NAMED THEMSELVES AS BENEFICIARIES OR RETAINED THE UNILATERAL RIGHT TO WITHDRAW OR OTHERWISE REDIRECT THE USE OF THOSE FUNDS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT CHARITABLE ACTIVITIES IN THE GREATER BATTLE CREEK, MICHIGAN AREA. |
| PART X, LINE 2: | THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986. THEY HAVE BEEN CLASSIFIED AS FOUNDATIONS WHICH ARE NOT PRIVATE FOUNDATIONS AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC. THE FOUNDATION ANALYZES ITS FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS (FISCAL 2018 THROUGH 2021) IN THESE JURISDICTIONS TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE FOUNDATION TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS GENERAL OPERATING EXPENSES. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE COMBINING FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT MARCH 31, 2021 OR 2020 AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (96 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALANO CLUB OF BATTLE CREEK | |||||||
| 1125 W TERRITORIAL ROAD | BATTLE CREEK | MI | 49015 | 382488305 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| ALL SPECIES KINSHIP | |||||||
| PO BOX 4055 | BATTLE CREEK | MI | 49016 | 200498076 | 501(C)(3) | $17,000 | GENERAL SUPPORT |
| ALLEN CHAPEL AME CHURCH | |||||||
| 804 W NORTH ST | KALAMAZOO | MI | 49007 | 593454422 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ALUMNI ASSOCIATION OF THE UNIVERSITY OF MICHIGAN | |||||||
| 200 FLETCHER ST | ANN ARBOR | MI | 48109 | 237206591 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| ALZHEIMER'S ASSOCIATION - GREATER MICHIGAN CHAPTER | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $9,000 | GENERAL SUPPORT |
| AMERICAN RED CROSS OF SOUTHWEST MICHIGAN | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $8,550 | GENERAL SUPPORT |
| ART CENTER OF BATTLE CREEK | |||||||
| 265 E EMMETT STREET | BATTLE CREEK | MI | 49017 | 386021101 | 501(C)(3) | $40,230 | GENERAL SUPPORT |
| BARN THEATRE SCHOOL FOR ADVANCED THEATRE TRAINING | |||||||
| PO BOX 277 | AUGUSTA | MI | 49012 | 383037021 | 501(C)(3) | $10,720 | GENERAL SUPPORT |
| BATTLE CREEK ACADEMY | |||||||
| 480 PARKWAY DRIVE | BATTLE CREEK | MI | 49037 | 381554660 | 501(C)(3) | $7,620 | GENERAL SUPPORT |
| BATTLE CREEK AREA CATHOLIC SCHOOLS FOUNDATION INC | |||||||
| 63 N 24TH STREET | BATTLE CREEK | MI | 49015 | 382477841 | 501(C)(3) | $60,160 | GENERAL SUPPORT |
| BATTLE CREEK AREA HABITAT FOR HUMANITY | |||||||
| 286 CAPITAL AVE NE | BATTLE CREEK | MI | 49017 | 382846821 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| BATTLE CREEK FAMILY YMCA | |||||||
| 182 CAPITAL AVE NE | BATTLE CREEK | MI | 49017 | 381986068 | 501(C)(3) | $156,370 | GENERAL SUPPORT |
| BATTLE CREEK HOST LIONS CLUB | |||||||
| PO BOX 1076 | BATTLE CREEK | MI | 49016 | 386090225 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| BATTLE CREEK POLICE DEPARTMENT | |||||||
| 34 NORTH DIVISION STREET | BATTLE CREEK | MI | 49014 | 386004523 | 501(C)(3) | $18,400 | GENERAL SUPPORT |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST MICHIGAN | |||||||
| 34 WEST JACKSON STREET SUITE 5A | BATTLE CREEK | MI | 49017 | 381720832 | 501(C)(3) | $10,050 | GENERAL SUPPORT |
| BINDER PARK ZOOLOGICAL SOCIETY INC | |||||||
| 7400 DIVISION DRIVE | BATTLE CREEK | MI | 49014 | 510163223 | 501(C)(3) | $22,750 | GENERAL SUPPORT |
| BRASS BAND OF BATTLE CREEK | |||||||
| 1107 DEERFIELD ST | MARSHALL | MI | 49068 | 383414879 | 501(C)(3) | $36,370 | GENERAL SUPPORT |
| BRONSON HEALTH FOUNDATION | |||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | 382415081 | 501(C)(3) | $404,244 | GENERAL SUPPORT |
| CALHOUN CHRISTIAN SCHOOL | |||||||
| 20 S WOODROW AVENUE | BATTLE CREEK | MI | 49015 | 753103392 | 501(C)(3) | $8,970 | GENERAL SUPPORT |
| CALHOUN COUNTY AGRICULTURAL AND INDUSTRIAL SOCIETY | |||||||
| PO BOX 311 | MARSHALL | MI | 49068 | 382035927 | 501(C)(3) | $34,999 | GENERAL SUPPORT |
| CALHOUN COUNTY VISITORS BUREAU - BCCF | |||||||
| 34 JACKSON ST W 1A | BATTLE CREEK | MI | 49017 | 382045459 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| CALHOUN INTERMEDIATE SCHOOL DISTRICT | |||||||
| 17111 G-DRIVE N | MARSHALL | MI | 49068 | 386062816 | 501(C)(3) | $29,777 | GENERAL SUPPORT |
| CAREWELL SERVICES SOUTHWEST | |||||||
| 200 W MICHIGAN AVENUE STE 102 | BATTLE CREEK | MI | 49017 | 383013931 | 501(C)(3) | $13,890 | GENERAL SUPPORT |
| CEREAL CITY CONCERT BAND | |||||||
| 80 SHERMAN RD | BATTLE CREEK | MI | 49017 | 383077818 | 501(C)(3) | $5,350 | GENERAL SUPPORT |
| CEREAL CITY HOOPSTERS | |||||||
| 64 MAPLE TERRACE | BATTLE CREEK | MI | 49017 | 383227928 | 501(C)(3) | $7,250 | GENERAL SUPPORT |
| CHARITABLE UNION | |||||||
| 85 CALHOUN STREET | BATTLE CREEK | MI | 49017 | 381405611 | 501(C)(3) | $64,623 | GENERAL SUPPORT |
| CHEFF THERAPEUTIC RIDING CENTER | |||||||
| 8450 NORTH 43RD ST | AUGUSTA | MI | 49012 | 386061238 | 501(C)(3) | $5,700 | GENERAL SUPPORT |
| CITY OF BATTLE CREEK | |||||||
| 10N DIVISION ST | BATTLE CREEK | MI | 49014 | 386004523 | GOVT | $9,151 | GENERAL SUPPORT |
| COMMUNITIES IN SCHOOLS MICHIGAN | |||||||
| 741 N CEDAR ST SUITE 100 | LANSING | MI | 48906 | 453736821 | 501(C)(3) | $16,300 | GENERAL SUPPORT |
| COMMUNITY INCLUSIVE RECREATION | |||||||
| 331 JACKSON ST W | BATTLE CREEK | MI | 49037 | 383180874 | 501(C)(3) | $15,250 | GENERAL SUPPORT |
| COMPREHENSIVE SENIOR CARE CORPORATION | |||||||
| 200 W MICHIGAN AVENUE STE 103 | BATTLE CREEK | MI | 49017 | 010866698 | 501(C)(3) | $15,250 | GENERAL SUPPORT |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| ONE S HARBOR AVENUE STE 3 | GRAND HAVEN | MI | 49417 | 386263347 | 501(C)(3) | $17,100 | GENERAL SUPPORT |
| DIOCESE OF KALAMAZOO | |||||||
| 215 NORTH WESTNEDGE AVENUE | KALAMAZOO | MI | 49007 | 530196617 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||
| 145 CAPITAL AVE NE | BATTLE CREEK | MI | 49017 | 386053184 | 501(C)(3) | $26,670 | GENERAL SUPPORT |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 111 CAPITAL AVE NE | BATTLE CREEK | MI | 49017 | 381366922 | 501(C)(3) | $30,000 | GENERAL SUPPORT |
| FOUNTAIN CLINIC | |||||||
| 111 NORTH JEFFERSON ST NO 1 | MARSHALL | MI | 49068 | 383387719 | 501(C)(3) | $12,000 | GENERAL SUPPORT |
| FRIENDS OF BOHN THEATRE | |||||||
| PO BOX 444 | ALBION | MI | 49224 | 461255472 | 501(C)(3) | $5,300 | GENERAL SUPPORT |
| GIRL SCOUTS HEART OF MICHIGAN | |||||||
| 601 WEST MAPLE ST | KALAMAZOO | MI | 49008 | 381581300 | 501(C)(3) | $19,700 | GENERAL SUPPORT |
| GLOBAL VILLAGES MINISTRIES | |||||||
| 8712 N RIDGE AVE | BERRIEN SPRINGS | MI | 49103 | 204913689 | 501(C)(3) | $40,000 | GENERAL SUPPORT |
| GRACIOUS HOMES INC | |||||||
| PO BOX 977 | BATTLE CREEK | MI | 49016 | 050605425 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| GREATER KINGDOM INTERNATIONAL | |||||||
| 50 SPENCER ST | BATTLE CREEK | MI | 49014 | 562298725 | 501(C)(3) | $19,934 | GENERAL SUPPORT |
| GREATER METROPOLITAN CHURCH OF CHRIST | |||||||
| PO BOX 300803 | KANSAS CITY | MO | 64130 | 462927652 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| HAVEN OF REST MINISTRIES | |||||||
| 11 GREEN STREET | BATTLE CREEK | MI | 49014 | 386122756 | 501(C)(3) | $27,605 | GENERAL SUPPORT |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| PO BOX 11 | CENTER CITY | MN | 55012 | 410682405 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| HEALTHY HOUSE | |||||||
| 1835 NICHOLS RD | KALAMAZOO | MI | 49006 | 474050554 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| HISTORICAL SOCIETY OF BATTLE CREEK | |||||||
| 165 N WASHINGTON AVENUE | BATTLE CREEK | MI | 49017 | 381902816 | 501(C)(3) | $15,930 | GENERAL SUPPORT |
| HOMER COMMUNITY SCHOOLS | |||||||
| 403 S HILLSDALE | HOMER | MI | 49245 | 386000792 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| HOMER HISTORICAL SOCIETY | |||||||
| PO BOX 146 | HOMER | MI | 49245 | 237402040 | 501(C)(3) | $7,300 | GENERAL SUPPORT |
| HOMER PUBLIC LIBRARY | |||||||
| 141 WEST MAIN STREET | HOMER | MI | 49245 | 386004697 | 501(C)(3) | $28,536 | GENERAL SUPPORT |
| HUMANE SOCIETY OF SOUTH CENTRAL MICHIGAN | |||||||
| 2500 WATKINS ROAD | BATTLE CREEK | MI | 49015 | 381437902 | 501(C)(3) | $52,740 | ORGANIZATIONAL ENDOWMENT DISTRIBUTION |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL STE 101 | KALAMAZOO | MI | 49007 | 382868071 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN | |||||||
| 2775 W DICKMAN RD SUITE H3 | BATTLE CREEK | MI | 49037 | 381557861 | 501(C)(3) | $23,090 | GENERAL SUPPORT |
| KAMBLY LIVING CENTER | |||||||
| 1003 NORTH AVENUE | BATTLE CREEK | MI | 49037 | 381622320 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| KELLOGG COMMUNITY COLLEGE FOUNDATION | |||||||
| 450 NORTH AVENUE | BATTLE CREEK | MI | 49017 | 383411520 | 501(C)(3) | $43,690 | GENERAL SUPPORT |
| KINGMAN MUSEUM INC | |||||||
| 175 LIMIT STREET | BATTLE CREEK | MI | 49037 | 383585906 | 501(C)(3) | $98,695 | GENERAL SUPPORT |
| LAKEVIEW SCHOOL DISTRICT | |||||||
| 15 ARBOR STREET | BATTLE CREEK | MI | 49015 | 386000747 | 501(C)(3) | $19,081 | GENERAL SUPPORT |
| LEILA ARBORETUM SOCIETY | |||||||
| 928 W MICHIGAN AVE | BATTLE CREEK | MI | 49037 | 382528975 | 501(C)(3) | $23,533 | GENERAL SUPPORT |
| LIFECARE AMBULANCE SERVICE | |||||||
| 1200 STATE CIRCLE | ANN ARBOR | MI | 48108 | 382441192 | 501(C)(3) | $7,300 | GENERAL SUPPORT |
| MARTIN HEALTH FOUNDATION | |||||||
| PO BOX 9033 | STUART | FL | 34995 | 592307522 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| MICHIGAN STATE UNIVERSITY - DEPARTMENT OF FOOD SCIENCE AND HUMAN NUTRITION | |||||||
| 204 GM TROUT FSHN BUILDING | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $30,000 | GENERAL SUPPORT |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 161 N CLARK ST NO 3550 | CHICAGO | IL | 60601 | 131665552 | 501(C)(3) | $7,000 | GENERAL SUPPORT |
| NAACP - BATTLE CREEK BRANCH | |||||||
| 172 UNITED WAY | BATTLE CREEK | MI | 49017 | 386143240 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| NEIGHBORHOODS INC OF BATTLE CREEK | |||||||
| 47 NORTH WASHINGTON AVE | BATTLE CREEK | MI | 49037 | 382375773 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| NEW LEVEL SPORTS MINISTRIES | |||||||
| 400 WEST MICHIGAN | BATTLE CREEK | MI | 49037 | 010582339 | 501(C)(3) | $32,935 | GENERAL SUPPORT |
| NORTH AVENUE CHURCH OF GOD | |||||||
| 1079 NORTH AVE | BATTLE CREEK | MI | 49017 | 382045459 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| ROTARY CLUB OF BATTLE CREEK | |||||||
| PO BOX 2254 | BATTLE CREEK | MI | 49016 | 380986278 | 501(C)(3) | $18,400 | GENERAL SUPPORT |
| SENIOR SERVICES INC | |||||||
| 918 JASPER ST | KALAMAZOO | MI | 49001 | 381747660 | 501(C)(3) | $6,250 | GENERAL SUPPORT |
| SHERMAN LAKE YMCA OUTDOOR CENTER | |||||||
| 6225 N 39TH STREET | AUGUSTA | MI | 49012 | 383167869 | 501(C)(3) | $284,770 | GENERAL SUPPORT |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION | |||||||
| 2031 JACKSON ST STE 100 | FORT MYERS | FL | 33901 | 596580974 | 501(C)(3) | $5,750 | GENERAL SUPPORT |
| SOUTHWEST MICHIGAN COUNCIL-BOY SCOUTS OF AMERICA - BC OFFICE | |||||||
| 14258 MICHIGAN ST | EAGLE | MI | 48822 | 381998734 | 501(C)(3) | $17,130 | GENERAL SUPPORT |
| SOUTHWESTERN MICHIGAN URBAN LEAGUE | |||||||
| 172 WEST VAN BUREN STREET | BATTLE CREEK | MI | 49017 | 381817220 | 501(C)(3) | $24,405 | GENERAL SUPPORT |
| SPIRITUAL CARE CONSULTANTS OF WEST MICHIGAN | |||||||
| 1375 W GREEN ST STE 1 | HASTINGS | MI | 49058 | 381884059 | 501(C)(3) | $5,400 | GENERAL SUPPORT |
| SPROUT URBAN FARMS | |||||||
| PO BOX 888 | BATTLE CREEK | MI | 49016 | 453707870 | 501(C)(3) | $16,520 | GENERAL SUPPORT |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 16 E VAN BUREN ST | BATTLE CREEK | MI | 49017 | 381443392 | 501(C)(3) | $5,690 | GENERAL SUPPORT |
| STARR COMMONWEALTH | |||||||
| 13725 STARR COMMONWEALTH ROAD | ALBION | MI | 49224 | 381359593 | 501(C)(3) | $9,000 | GENERAL SUPPORT |
| SUMMIT POINTE | |||||||
| 140 W MICHIGAN AVENUE | BATTLE CREEK | MI | 49017 | 383318175 | 501(C)(3) | $776,071 | GENERAL SUPPORT |
| THE COORDINATING COUNCIL | |||||||
| 140 W MICHIGAN AVENUE | BATTLE CREEK | MI | 49017 | 383318175 | 501(C)(3) | $8,500 | GENERAL SUPPORT |
| THE LINKS FOUNDATION INC | |||||||
| 1200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | 521170830 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| THE MUSIC CENTER | |||||||
| 450 NORTH AVENUE | BATTLE CREEK | MI | 49017 | 386087748 | 501(C)(3) | $82,410 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| PO BOX 93 | BATTLE CREEK | MI | 49016 | 133485289 | 501(C)(3) | $108,130 | GENERAL SUPPORT |
| TRI COUNTY LABOR AGENCY | |||||||
| 5906 EAST MORGAN RD | BATTLE CREEK | MI | 49037 | 382181989 | 501(C)(3) | $5,500 | GENERAL SUPPORT |
| UNION CITY COMMUNITY SCHOOLS | |||||||
| 430 ST JOSEPH ST | UNION CITY | MI | 49094 | 386000740 | 501(C)(3) | $11,500 | GENERAL SUPPORT |
| UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 709 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | 381359193 | 501(C)(3) | $138,613 | GENERAL SUPPORT |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| UNIVERSITY OF NOTRE DAME | |||||||
| CONTROLLERS OFFICE 724 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| VILLAGE OF HOMER | |||||||
| 130 E MAIN ST | HOMER | MI | 49245 | 386004697 | GOVT | $9,500 | GENERAL SUPPORT |
| WASHINGTON HEIGHTS UNITED METHODIST CHURCH AND COMMUNITY | |||||||
| 153 N WOOD ST N | BATTLE CREEK | MI | 49037 | 382672884 | 501(C)(3) | $17,749 | GENERAL SUPPORT |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | 382138856 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| WHAT A DO THEATRE | |||||||
| TWO WEST MICHIGAN AVE STE 304 | BATTLE CREEK | MI | 49017 | 271287542 | 501(C)(3) | $15,500 | GENERAL SUPPORT |
| WILLARD PUBLIC LIBRARY | |||||||
| 7 W VAN BUREN STREET | BATTLE CREEK | MI | 49017 | 383211873 | 501(C)(3) | $42,180 | GENERAL SUPPORT |
| WMU HOMER STRYKER MD SCHOOL OF MEDICINE | |||||||
| 1000 OAKLAND DRIVE | KALAMAZOO | MI | 49008 | 454135256 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| WOODLAWN PRESCHOOL | |||||||
| 1175 WEST TERRITORIAL RD | BATTLE CREEK | MI | 49015 | 381391175 | 501(C)(3) | $8,500 | GENERAL SUPPORT |
| ZERO DAY | |||||||
| 8430 CHAIN O LAKES | DELTON | MI | 49046 | 273284326 | 501(C)(3) | $27,000 | GENERAL SUPPORT |
| ENCOURAGE BC | |||||||
| 32 W MICHIGAN AVE STE 1 | BATTLE CREEK | MI | 49017 | 821086634 | 501(C)(3) | $151,343 | GENERAL SUPPORT |
| BURNHAM BROOK TITLE HOLDING CO | |||||||
| 32 W MICHIGAN AVE STE 1 | BATTLE CREEK | MI | 49017 | 262064622 | 501(C)(3) | $487,732 | GENERAL SUPPORT |
| LEGACY SCHOLARS | |||||||
| 32 W MICHIGAN AVE STE 1 | BATTLE CREEK | MI | 49017 | 342039472 | 501(C)(3) | $240,370 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 96 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $126,842 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES THAT HAVE BEEN AWARDED A COMPETITIVE GRANT HAVE A TIME LIMITATION OF ONE YEAR TO COMPLETE THEIR GRANT, AT WHICH TIME THEY ARE REQUIRED TO SUBMIT A REPORT ANSWERING 14 QUESTIONS AS OUTLINED BY BCCF ABOUT THEIR PROJECT AND A STATEMENT OF GRANT EXPENDITURES. THE GRANT REPORT QUESTIONS AND STATEMENT OF GRANT EXPENDITURES ARE FORMS PROVIDED TO THEM BY THE BATTLE CREEK COMMUNITY FOUNDATION (BCCF). AT THE END OF 12 MONTHS, BCCF VERIFIES WHETHER A FINAL REPORT HAS BEEN RECEIVED FOR EACH AWARDED GRANT. IF A FINAL GRANT REPORT HAS NOT BEEN RECEIVED, BCCF STAFF WILL FOLLOW-UP WITH THAT PARTICULAR GRANTEE FOR SUBMITTAL OF THE FINAL GRANT REPORT. WHEN GRANTEES SUBMIT THEIR FINAL REPORT AS REQUIRED FOR EACH GRANT AWARD, THE RECEIPT OF THE REPORT IS DOCUMENTED IN THE FOUNDATION INFORMATION MANAGEMENT SYSTEM (FIMS) AND THE GRANT IS CLOSED. AT THAT TIME, IT IS DOCUMENTED WHETHER THE GRANT WAS CLOSED IN GOOD STANDING OR NOT AND A LETTER IS SENT OUT TO THE GRANTEE VERIFYING THEIR STATUS. A COPY OF THE FINAL GRANT REPORT, GRANT APPLICATION AND STATEMENT OF GRANT EXPENDITURES IS PROVIDED TO A BCCF CONSULTANT FOR EVALUATION PURPOSES. INDEPENDENT EVALUATION OF EACH GRANT IS REPORTED BACK TO BCCF LEADERSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA L HUNT | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $190,530 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,527 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,305 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $236,862 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | GYM MEMBERSHIPS ARE PROVIDED TO STAFF AS PART OF THE BENEFIT PACKAGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, AND THEN A FINAL VERSION IS PREPARED. THIS IS RECOMMENDED TO THE BOARD OF TRUSTEES FOR APPROVAL BY THE AUDIT COMMITTEE. ONCE APPROVED, THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | TDOKE DISCLOSES ANY POTENTIAL INTEREST AND EO REVIEWS ANY POTENTIAL CONFLICT AT THE TIME OF BOARD ACTION. THE TDOKE ABSTAINS FROM VOTE IN THOSE CASES. THE ORGANIZATION CONSISTENTLY MONITORS ITS CONFLICT OF INTEREST POLICY BY ENSURING NEW BOARD MEMBERS AND VOLUNTEERS, AS WELL AS STAFF SIGN A CONFLICT OF INTEREST STATEMENT AND A FULL DISCLOSURE POLICY. POLICIES THAT OCCUR IN OUR EMPLOYEE HANDBOOK AND OUR VOLUNTEER PROGRAM MANUAL ALSO REINFORCE THIS POLICY AS TERMS OF EMPLOYMENT/VOLUNTEERING. |
| FORM 990, PART VI, SECTION B, LINE 15 | OUTSIDE CONSULTANTS CONDUCT A COMPENSATION ASSESSMENT ON BEHALF OF THE BOARD, WHO REVIEWS AND APPROVES THEIR COMPENSATION YEARLY. A YEARLY REVIEW OF WAGES FOR SIMILAR POSITIONS IN THE GEOGRAPHIC AREA AS WELL OTHER COMMUNITY FOUNDATIONS IS CONDUCTED YEARLY AND PAY RANGES ARE ADJUSTED IF NECESSARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGES IN SPLIT INTEREST AGREEMENTS -98,402. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR SELECTING AND OVERSEEING THE WORK OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VIII, LINE 1E | BATTLE CREEK COMMUNITY FOUNDATION RECEIVED A PPP LOAN OF $554,705 IN 04/2020 FROM THE SBA TO ASSIST IN PAYING EMPLOYEES DURING THE PANDEMIC. THE LOAN WAS FULLY FORGIVEN AS OF JANUARY 13, 2021, AND ACCORDINGLY WAS RECOGNIZED AS REVENUE. IN 02/2021, THE FOUNDATION SECURED A SECOND BORROWING IN THE AMOUNT OF $554,705. AS OF 3/31/2021, THE LOAN WAS NOT FORGIVEN, AND ACCORDINGLY WAS RECOGNIZED AS A NOTE PAYABLE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BURNHAM BROOK COMMUNITY CENTER TITLE HOLDING COMPANY | ||||||||||
| 32 W MICHIGAN STE 1 | BATTLE CREEK | MI | 49017 | 262064622 | TITLE HOLDING COMPANY | MI | 501(C)2 | BATTLE CREEK COMMUNITY FOUNDATION | Yes (1) | |
| LEGACY SCHOLARS | ||||||||||
| 32 W MICHIGAN STE 1 | BATTLE CREEK | MI | 49017 | 342039472 | YOUTH MENTORING AND SCHOLARSHIP | MI | 501(C)(3) | Yes (1) | LINE 12A, I | |
| ENCOURAGE BC | ||||||||||
| 32 W MICHIGAN STE 1 | BATTLE CREEK | MI | 49017 | 821086634 | COMMUNITY PROJECT FISCAL SERVICES AND SUPPORT | MI | 501(C)(3) | Yes (1) | LINE 12A, I | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BURNHAM BROOK COMMUNITY CENTER TITLE HOLDING COMPANY | ||
| K | $0 | FMV |
| BURNHAM BROOK COMMUNITY CENTER TITLE HOLDING COMPANY | ||
| B | $487,732 | CASH |
| ENCOURAGE BC | ||
| Q | $30,000 | FMV |
| ENCOURAGE BC | ||
| M | $0 | |
| ENCOURAGE BC | ||
| B | $151,343 | CASH |
| LEGACY SCHOLARS | ||
| Q | $30,000 | FMV |
| LEGACY SCHOLARS | ||
| B | $240,370 | CASH |
Comments