COMMUNITY FOUNDATION OF MONROE COUNTY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF MONROE COUNTY (EIN 38-2236628)
Tax period
2020-04-01 to 2021-03-31
Filed
2021-08-02
IRS object ID
202112149349301071
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-02T13:32:05-05:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381335762PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH MONROEAddressLine1Txt
CityMONROECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382236628EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN RUSSEAUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7342421976PhoneNum
Signature2021-07-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNON-PAID PREPARERPreparerPersonNm
SSN000110000SSN
Phone7342417200PhoneNum
Preparation2021-08-02PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKATHLEEN RUSSEAUPrincipalOfficerNm
Gross Receipts$6,877,608GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCFMONROE.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscNONPROFITOtherOrganizationDsc
Formation1976FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionWE INVEST ON A BETTER FUTURE FOR OUR COMMUNITY WHERE EVERYONE HAS AN OPPORTUNITY TO THRIVEActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$346,484PYContributionsGrantsAmt
CY Contributions Grants$558,342CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$600,770PYInvestmentIncomeAmt
CY Investment Income$2,971,046CYInvestmentIncomeAmt
PY Other Revenue$132,909PYOtherRevenueAmt
CY Other Revenue$199,258CYOtherRevenueAmt
PY Total Revenue-$121,377PYTotalRevenueAmt
CY Total Revenue$3,728,646CYTotalRevenueAmt
PY Grants And Similar Paid$218,636PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$413,042CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$132,441PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$134,371CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$33,702CYTotalFundraisingExpenseAmt
PY Other Expenses$379,690PYOtherExpensesAmt
CY Other Expenses$253,343CYOtherExpensesAmt
PY Total Expenses$730,767PYTotalExpensesAmt
CY Total Expenses$800,756CYTotalExpensesAmt
PY Revenues Less Expenses-$852,144PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,927,890CYRevenuesLessExpensesAmt
Total Assets BOY$8,449,986TotalAssetsBOYAmt
Total Assets EOY$11,524,248TotalAssetsEOYAmt
Total Liabilities BOY$196,045TotalLiabilitiesBOYAmt
Total Liabilities EOY$342,417TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,253,941NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,181,831NetAssetsOrFundBalancesEOYAmt
MissionWE STRIVE TO SUCCESSFULLY FULFILL OUR MISSION BY COMMITTING TO THE FOLLOWING VALUES: STEWARDSHIP, LOCAL IMPACT, COMMUNITY PARTNERSHIP, INCLUSION, AND LEGACY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$203,232ExpenseAmt
Grant$101,608GrantAmt
DescPROVIDE SCHOLARSHIP OPPORTUNITIES FOR INDIVIDUALS TO FURTHER THEIR EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$311,434ExpenseAmt
Grant$311,434GrantAmt
DescATS, EDUCATION, YOUTH PROGRAMS, ENVIRONMENT, CULTURE, PUBLIC ACTIVITIES IN MONROE COUNTY MI AND PROFESSIONAL FEESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Total Program Service Expenses$514,666TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BARRY BUSCHMANN
TRUSTEE1.00Yes (X)$0$0$0
DEB DUSHANE
TRUSTEE1.00Yes (X)$0$0$0
SR MARGARET GAFFNEY
TRUSTEE1.00Yes (X)$0$0$0
EDDIE HARWOOD
TRUSTEE1.00Yes (X)$0$0$0
GARRETT KEETON
TRUSTEE1.00Yes (X)$0$0$0
RICHARD KENNY
TRUSTEE1.00Yes (X)$0$0$0
BARRY KINSEY
TRUSTEE1.00Yes (X)$0$0$0
KEITH MASSERANT
TRUSTEE1.00Yes (X)$0$0$0
JONATHAN PASKO
TRUSTEE1.00Yes (X)$0$0$0
DAVID UHL
TRUSTEE1.00Yes (X)$0$0$0
SUSAN VANISACKER
TRUSTEE1.00Yes (X)$0$0$0
MARK COCHRAN
PRESIDENT3.00$0$0$0Yes (X)
JULIE EVERLY
VICE PRESIDE2.00$0$0$0Yes (X)
MOLLY LUEMPERT-COY
TRUSTEE/PAST2.00$0$0$0Yes (X)
AMANDA PHEBUS
TREASURER2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$31,209GovernmentGrantsAmt
All Other Contributions$527,133AllOtherContributionsAmt
Total Contributions$558,342TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$233,198TotalRevenueColumnAmt
Related Or Exempt Func Income$233,198RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,886,810SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,148,962SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,737,848SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,737,848TotalRevenueColumnAmt
Related Or Exempt Func Income$2,737,848RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES$137,858$137,858
GRANT INCOME$61,400$61,400
FieldValueIRS element (for citing)
Other Revenue Total$199,258OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,728,646TotalRevenueColumnAmt
Related Or Exempt Func Income$3,170,304RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$311,434TotalAmt
Program Services$311,434ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$101,608TotalAmt
Program Services$101,608ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,177TotalAmt
Program Services$63,897ProgramServicesAmt
Management And General$24,397ManagementAndGeneralAmt
Fundraising$27,883FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,305TotalAmt
Program Services$5,118ProgramServicesAmt
Management And General$1,954ManagementAndGeneralAmt
Fundraising$2,233FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,889TotalAmt
Program Services$4,889ProgramServicesAmt
Management And General$1,867ManagementAndGeneralAmt
Fundraising$2,133FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$27,720TotalAmt
Program Services$27,720ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,861TotalAmt
Management And General$9,861ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,994TotalAmt
Management And General$12,541ManagementAndGeneralAmt
Fundraising$1,453FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,548TotalAmt
Management And General$9,548ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$285TotalAmt
Management And General$285ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,366TotalAmt
Management And General$1,366ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,945TotalAmt
Management And General$2,945ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT AND ADMIN FEES$184,293$184,293
LICENSE, TELEPHONE$2,879$2,879
MEALS & ENT$452$452

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$800,756TotalAmt
Program Services$514,666ProgramServicesAmt
Management And General$252,388ManagementAndGeneralAmt
Fundraising$33,702FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$641,246BOYAmt
EOY$1,130,998EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,687BOYAmt
EOY$2,687EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,321LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,325LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,823BOYAmt
EOY$2,996EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,804,230BOYAmt
EOY$10,387,567EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,449,986BOYAmt
EOY$11,524,248EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,715BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$80,600EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$31,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$193,330BOYAmt
EOY$230,817EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,045BOYAmt
EOY$342,417EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,253,941BOYAmt
EOY$11,181,831EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,253,941BOYAmt
EOY$11,181,831EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,449,986BOYAmt
EOY$11,524,248EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,927,890ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$581,521CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$871,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$776,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$543,995CurrentTaxYearMinus1YearAmt
Current Tax Year$823,058CurrentTaxYearAmt
Total$3,597,373TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$581,521CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$871,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$776,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$543,995CurrentTaxYearMinus1YearAmt
Current Tax Year$823,058CurrentTaxYearAmt
Total$3,597,373TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,597,373PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$183,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$293,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$267,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$278,147CurrentTaxYearMinus1YearAmt
Current Tax Year$233,198CurrentTaxYearAmt
Total$1,255,587TotalAmt
FieldValueIRS element (for citing)
Total Support$4,852,960TotalSupportAmt
Gross Receipts Rltd Activities$432,456GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74130PublicSupportCY170Pct
Public Support PY1700.74130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$410,482DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,826,783BeginningYearBalanceAmt
Contributions$518,063ContributionsAmt
Investment Earnings Or Losses$459,363InvestmentEarningsOrLossesAmt
Grants Or Scholarships$466,255GrantsOrScholarshipsAmt
Administrative Expenses$117,509AdministrativeExpensesAmt
End Year Balance$8,657,119EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,919,807BeginningYearBalanceAmt
Contributions$318,833ContributionsAmt
Investment Earnings Or Losses$619,620InvestmentEarningsOrLossesAmt
Grants Or Scholarships$458,000GrantsOrScholarshipsAmt
Administrative Expenses$108,897AdministrativeExpensesAmt
End Year Balance$7,826,783EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.96400PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03600TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Depreciation$27,325DepreciationAmt
Book Value-$27,325BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,321OtherCostOrOtherBasisAmt
Book Value$30,321BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,996TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS HELD FOR OTHERSDesc
Amt$230,817Amt
FieldValueIRS element (for citing)
Total Liability$230,817TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,728,646TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,728,646RevenueSubtotalAmt
Total Revenue Per Form990$3,728,646TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$800,756TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$800,756ExpensesSubtotalAmt
Total Expenses Per Form990$800,756TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MONROE PUBLIC SCHOOLS
MONROE PUBLIC SCHOOLS1275 N MACOMB1275 N MACOMBMONROEMI48162$20,000PPE MATERIALS
ALY STERLING PHILANTHROPHY
ALY STERLING PHILANTHROPY3656 RUGBY DR3656 RUGBY DRTOLEDOOH436144425$45,000PHILANTHROPY BLUEPRI
MCOP
MCOP1140 S TELEGRAPH1140 S TELEGRAPHMONROEMI48161$10,000DENTAL PROGRAM FOR A
YMCA
YMCA1111 WEST ELM1111 WEST ELMMONROEMI48162$15,000LEARNING PODS
CITY OF MONROE
CITY OF MONROE120 E FIRST ST120 E FIRST STMONROEMI48161$10,000CAIRN REPAIR
HUMANE SOCIETY
HUMANE SOCIETYPO BOX 1457PO BOX 1457MONROEMI48161$20,977AGENCY / ANIMAL CARE
BEDFORD COMMUNITY FOUNDATION
BEDFORD COMMUNITY FOUNDATIONPO BOX 54PO BOX 54LAMBERTVILLEMI48144$20,000KELLOGG YOUTH FUND
UNITED WAY OF MONROE COUNTY
UNITED WAY OF MONROE COUNTY216 N MONROE ST216 N MONROE STMONROEMI48162$6,159GRANT ROMNEY VOLUNTE
MONROE COUNTY SENIOR LEGAL SERVICES
MONROE COUNTY SENIOR LEGAL SERVICES1126 S TELEGRAPH RD1126 S TELEGRAPH RDMONROEMI48161$7,000TECHNOLOGY GRANT
CATHOLIC CHARITIES OF SOUTHWEST MI
CATHOLIC CHARITIES OF SOUTHWEST MI25 S MONROE STREET25 S MONROE STREETMONROEMI48161$25,000HARM REDUCTION
MCOP
MCOP1140 S TELEGRAPH1140 S TELEGRAPHMONROEMI48161$32,400
VARIOUS
VARIOUS9 WASHINGTON ST9 WASHINGTON STMONROEMI48161$99,898VARIOUS
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Cash Grant$101,608CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

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

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