ALBION COMMUNITY FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: ALBION COMMUNITY FOUNDATION (EIN 23-7019029)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-08-31
IRS object ID: 202002449349301030
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-08-31T13:58:58-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470899021	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BOND & COMPANY PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	113 WEST MICHIGAN AVENUE SUITE 301	AddressLine1Txt
City	JACKSON	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49201	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237019029	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	ALBI	BusinessNameControlTxt
Phone	5176293349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 156	AddressLine1Txt
City	ALBION	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49224	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BERNIE KONKLE JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5176293349	PhoneNum
Signature	2020-05-20	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICK T WALZ	PreparerPersonNm
PTIN	P00268149	PTIN
Phone	5177898900	PhoneNum
Preparation	2020-08-31	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	52.38.98.93	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-08-31	IPDt
IP Tm	13:58:58	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	AC8E5F92B317DA2CD5A6CF4068D3E6A2B38946D0	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C1D9135BE075EEF7F5A90D95F1E5616211A74250	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TIMOTHY KRAUSE	PrincipalOfficerNm
Gross Receipts	$1,100,266	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ALBIONFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	COMM FND	OtherOrganizationDsc
Formation	1968	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	STRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	35	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$81,977	PYContributionsGrantsAmt
CY Contributions Grants	$217,210	CYContributionsGrantsAmt
CY Program Service Revenue	$4,549	CYProgramServiceRevenueAmt
PY Investment Income	$485,979	PYInvestmentIncomeAmt
CY Investment Income	$195,269	CYInvestmentIncomeAmt
PY Other Revenue	$8,368	PYOtherRevenueAmt
CY Other Revenue	$5,738	CYOtherRevenueAmt
PY Total Revenue	$576,324	PYTotalRevenueAmt
CY Total Revenue	$422,766	CYTotalRevenueAmt
PY Grants And Similar Paid	$178,101	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$186,941	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$93,089	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$98,460	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$31,079	CYTotalFundraisingExpenseAmt
PY Other Expenses	$118,183	PYOtherExpensesAmt
CY Other Expenses	$125,870	CYOtherExpensesAmt
PY Total Expenses	$389,373	PYTotalExpensesAmt
CY Total Expenses	$411,271	CYTotalExpensesAmt
PY Revenues Less Expenses	$186,951	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,495	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,969,379	TotalAssetsBOYAmt
Total Assets EOY	$5,675,021	TotalAssetsEOYAmt
Total Liabilities BOY	$653,640	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$740,796	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,315,739	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,934,225	NetAssetsOrFundBalancesEOYAmt
Mission	STRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$333,694	ExpenseAmt
Grant	$186,941	GrantAmt
Revenue	$4,549	RevenueAmt
Desc	MANY COMMUNITY PROJECTS AND CULTURAL EVENTS WERE PROMOTED AND FUNDED DURING THE YEAR THAT BENEFITED THE LOCAL COUMMUNITY OF ALBION, MICHIGAN. THE COMMUNITY FOUNDATION AWARDED MORE THAN 30 GRANTS.	Desc
Total Program Service Expenses	$333,694	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TIM KRAUSE	PersonNm
Phone	5176293349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1002 N EATON STREET	AddressLine1Txt
City	ALBION	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49224	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TIMOTHY KRAUSE
EXECUTIVE DI	40.00	Yes (X)	$70,731	$0	$3,162
BERNIE KONKLE JR
PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
KAREN YANKIE
VICE-PRESIDE	2.00	Yes (X)	$0	$0	$0	Yes (X)
TOM PITT
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
MANDY DUBIEL
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
TAMARA CRUPI
TRUSTEE	1.00		$0	$0	$0	Yes (X)
ROBERT DUNKLIN
TRUSTEE	1.00		$0	$0	$0	Yes (X)
AMY REIMANN
TRUSTEE	1.00		$0	$0	$0	Yes (X)
NANCY ROUSH
TRUSTEE	1.00		$0	$0	$0	Yes (X)
JACKIE SPICER
TRUSTEE	1.00		$0	$0	$0	Yes (X)
MIKE TYMKEW
TRUSTEE	1.00		$0	$0	$0	Yes (X)
NIDIA WOLF
TRUSTEE	1.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$70,731	TotalReportableCompFromOrgAmt
Total Other Compensation	$3,162	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$50,000	GovernmentGrantsAmt
All Other Contributions	$167,210	AllOtherContributionsAmt
Total Contributions	$217,210	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CUSTODIAL FUNDS ADMIN FEES	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,549	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,549	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,549	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$191,173	TotalRevenueColumnAmt
Exclusion	$191,173	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$11,000	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$5,262	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$5,738	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,738	TotalRevenueColumnAmt
Exclusion	$5,738	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$676,334	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$672,238	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,096	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,096	TotalRevenueColumnAmt
Exclusion	$4,096	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$422,766	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,549	RelatedOrExemptFuncIncomeAmt
Exclusion	$201,007	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$186,941	TotalAmt
Program Services	$186,941	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$70,731	TotalAmt
Program Services	$42,438	ProgramServicesAmt
Management And General	$16,268	ManagementAndGeneralAmt
Fundraising	$12,025	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$12,454	TotalAmt
Program Services	$7,473	ProgramServicesAmt
Management And General	$2,539	ManagementAndGeneralAmt
Fundraising	$2,442	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,162	TotalAmt
Program Services	$1,897	ProgramServicesAmt
Management And General	$715	ManagementAndGeneralAmt
Fundraising	$550	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,134	TotalAmt
Program Services	$3,081	ProgramServicesAmt
Management And General	$1,161	ManagementAndGeneralAmt
Fundraising	$892	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,979	TotalAmt
Program Services	$4,187	ProgramServicesAmt
Management And General	$1,578	ManagementAndGeneralAmt
Fundraising	$1,214	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,561	TotalAmt
Program Services	$1,544	ProgramServicesAmt
Management And General	$575	ManagementAndGeneralAmt
Fundraising	$442	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$17,519	TotalAmt
Program Services	$10,561	ProgramServicesAmt
Management And General	$3,933	ManagementAndGeneralAmt
Fundraising	$3,025	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$26,682	TotalAmt
Program Services	$20,617	ProgramServicesAmt
Management And General	$6,065	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,667	TotalAmt
Program Services	$1,004	ProgramServicesAmt
Management And General	$375	ManagementAndGeneralAmt
Fundraising	$288	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,823	TotalAmt
Program Services	$2,073	ProgramServicesAmt
Management And General	$424	ManagementAndGeneralAmt
Fundraising	$326	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,827	TotalAmt
Program Services	$2,077	ProgramServicesAmt
Management And General	$424	ManagementAndGeneralAmt
Fundraising	$326	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$23,414	TotalAmt
Program Services	$17,196	ProgramServicesAmt
Management And General	$3,514	ManagementAndGeneralAmt
Fundraising	$2,704	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$9,200	TotalAmt
Program Services	$5,520	ProgramServicesAmt
Management And General	$2,080	ManagementAndGeneralAmt
Fundraising	$1,600	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$252	TotalAmt
Program Services	$185	ProgramServicesAmt
Management And General	$38	ManagementAndGeneralAmt
Fundraising	$29	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$18,572	TotalAmt
Program Services	$13,639	ProgramServicesAmt
Management And General	$2,788	ManagementAndGeneralAmt
Fundraising	$2,145	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,005	TotalAmt
Program Services	$7,203	ProgramServicesAmt
Management And General	$2,714	ManagementAndGeneralAmt
Fundraising	$2,088	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,295	TotalAmt
Program Services	$1,377	ProgramServicesAmt
Management And General	$519	ManagementAndGeneralAmt
Fundraising	$399	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEMBERSHIPS	$3,942	$2,895	$592	$455
BANK FEES	$2,953	$2,169	$443	$341
TELEPHONE	$737	$541	$111	$85
RENTAL ALLOCATION: DEPREC	-$1,579	-$924	-$358	-$297

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$411,271	TotalAmt
Program Services	$333,694	ProgramServicesAmt
Management And General	$46,498	ManagementAndGeneralAmt
Fundraising	$31,079	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$39,065	BOYAmt
EOY	$69,517	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$98,599	BOYAmt
EOY	$48,187	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$667	BOYAmt
EOY	$10,389	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,000	BOYAmt
EOY	$13,913	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$322,654	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$28,825	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$302,299	BOYAmt
EOY	$293,829	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,447,473	BOYAmt
EOY	$5,172,247	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$76,276	BOYAmt
EOY	$66,939	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,969,379	BOYAmt
EOY	$5,675,021	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,451	BOYAmt
EOY	$7,068	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,500	BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$643,202	BOYAmt
EOY	$731,399	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,487	BOYAmt
EOY	$2,329	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$653,640	BOYAmt
EOY	$740,796	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	$4,035,739	BOYAmt
EOY	$4,654,225	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$280,000	BOYAmt
EOY	$280,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,315,739	BOYAmt
EOY	$4,934,225	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,969,379	BOYAmt
EOY	$5,675,021	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$11,495	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$606,995	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$254,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$225,776	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$236,614	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$81,977	CurrentTaxYearMinus1YearAmt
Current Tax Year	$217,210	CurrentTaxYearAmt
Total	$1,016,242	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$254,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$225,776	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$236,614	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$81,977	CurrentTaxYearMinus1YearAmt
Current Tax Year	$217,210	CurrentTaxYearAmt
Total	$1,016,242	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$110,137	SubstantialContributorsTotAmt
Public Support Total170	$906,105	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$138,812	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108,432	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$134,040	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$206,523	CurrentTaxYearMinus1YearAmt
Current Tax Year	$202,173	CurrentTaxYearAmt
Total	$789,980	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,806,222	TotalSupportAmt
Gross Receipts Rltd Activities	$9,052	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.50170	PublicSupportCY170Pct
Public Support PY170	0.52740	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	9	DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants	$17,138	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$731,399	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,046,572	BeginningYearBalanceAmt
Contributions	$63,306	ContributionsAmt
Investment Earnings Or Losses	$915,511	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$349,907	GrantsOrScholarshipsAmt
Administrative Expenses	$96,847	AdministrativeExpensesAmt
End Year Balance	$4,578,635	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,700,807	BeginningYearBalanceAmt
Contributions	$370,657	ContributionsAmt
Investment Earnings Or Losses	-$407,406	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$517,191	GrantsOrScholarshipsAmt
Administrative Expenses	$100,295	AdministrativeExpensesAmt
End Year Balance	$4,046,572	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,274,202	BeginningYearBalanceAmt
Contributions	$27,755	ContributionsAmt
Investment Earnings Or Losses	$725,735	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$296,094	GrantsOrScholarshipsAmt
Administrative Expenses	$30,791	AdministrativeExpensesAmt
End Year Balance	$4,700,807	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,085,999	BeginningYearBalanceAmt
Contributions	$79,838	ContributionsAmt
Investment Earnings Or Losses	$342,051	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$204,595	GrantsOrScholarshipsAmt
Administrative Expenses	$29,091	AdministrativeExpensesAmt
End Year Balance	$4,274,202	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,397,229	BeginningYearBalanceAmt
Contributions	$113,716	ContributionsAmt
Investment Earnings Or Losses	-$118,349	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$276,419	GrantsOrScholarshipsAmt
Administrative Expenses	$30,178	AdministrativeExpensesAmt
End Year Balance	$4,085,999	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.94330	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.05670	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,800	OtherCostOrOtherBasisAmt
Book Value	$17,800	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$269,300	OtherCostOrOtherBasisAmt
Depreciation	$15,020	DepreciationAmt
Book Value	$254,280	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$35,554	OtherCostOrOtherBasisAmt
Depreciation	$13,805	DepreciationAmt
Book Value	$21,749	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$293,829	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	GIFT ANNUITY PAYABLE	Desc
Amt	$2,329	Amt

Field	Value	IRS element (for citing)
Total Liability	$2,329	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$1,008,341	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$606,995	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$606,995	RevenueNotReportedAmt
Revenue Subtotal	$401,346	RevenueSubtotalAmt
Investment Expenses Not Incld	$26,682	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$5,262	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$21,420	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$422,766	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$389,855	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$389,855	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$26,682	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$5,266	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$21,416	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$411,271	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART IV, LINE 2B	THE FOUNDATION HAS ENTERED INTO AGREEMENTS WITH OTHER ORGANIZATIONS TO RECEIVE, INVEST AND MANAGE CERTAIN OF THEIR FUNDS. IN ACCORDANCE WITH STATEMENT OF FINANCIAL ACCOUNTING STANDARDS NO. 136, TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT FOUNDATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS, THE FOUNDATION REPORTS A LIABILITY FOR THESE RESOURCES SINCE THE OTHER ORGANIZATIONS HAVE EITHER NAMED THEMSELVES AS BENEFICIARIES OR RETAINED THE UNILATERAL RIGHTS TO WITHDRAW OR OTHERWISE REDIRECT THE USE OF THOSE FUNDS.
SCHEDULE D, PAGE 4, PART XI, LINE 4B	RENTAL EXPENSE ALLOCATION -3,683 RENTAL DEPR. ALLOCATION -1,579
SCHEDULE D, PAGE 4, PART XII, LINE 4B	RENTAL EXPENSE ALLOCATION -3,683 RENTAL DEPR. ALLOCATION -1,579 ROUNDING ADJUSTMENT -4

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALBION COLLEGE
611 E PORTER ST	ALBION	MI	49224	381359081	501C3	$7,370	EDUCATION
ALBION ECONOMIC DEVELOPMENT CORPORA
309 N SUPERIOR ST	ALBION	MI	49224	386004655		$8,200	HELPING HAND HUB BOX
AVSO
131 E CASS STREET	ALBION	MI	49224	382970255	501C3	$10,259	SUBSTANCE ABUSE PROG
CALHOUN COUNTY LAND BANK AUTHORITY
315 W GREEN ST	MARSHALL	MI	49068		501C3	$20,918	LOT BEAUTIFICATION
CALHOUN COUNTY TRAILWAY ALLIANCE
PO BOX 1382	BATTLE CREEK	MI	49016	382045459	501C3	$15,000	TRAIL EXPANSION PROJ
CITY OF ALBION
112 CASS STREET	ALBION	MI	49224	386004655	GOV	$9,399	COMMUNITY DEVELOPMEN
FRIENDS OF THE BOHM THEATRE
201 S SUPERIOR ST	ALBION	MI	49224	461255472	501C3	$30,114	COMMUNITY PROJECTS
KIDS N STUFF
201 S SUPERIOR ST	ALBION	MI	49224	461255472	501C3	$28,000	YOUTH PROGRAMS
SAFE PLACE
PO BOX 199	BATTLE CREEK	MI	49016	382436401	501C3	$10,000	LEGAL ADVOCACY

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE COMMUNITY FOUNDATION USES A POST PROJECT EVALUATION FORM FOR EACH GRANT PROJECT TO COMPARE OBJECTIVES AND BUDGETS FROM THE APPLICATION TO ACTUAL OUTCOMES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	THE 990 TAX RETURN IS REVIEWED BY THE FULL BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 12C	BOARD MEMBERS COMPLETE A FORM EACH JANUARY TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS EFFECTIVE.
FORM 990, PAGE 6, PART VI, LINE 15A	THE SALARY OF THE EXECUTIVE DIRECTOR (THE ONLY FULL TIME EMPLOYEE OF THE COMMUNITY FOUNDATION) IS DETERMINED BY THE BOARD USING THE COUNCIL OF MICHIGAN FOUNDATIONS ANNUAL SURVEY SALARY AS A GUIDE.
FORM 990, PAGE 6, PART VI, LINE 19	ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE COMMUNITY FOUNDATIONS'S WEBSITE AND IN ITS PUBLISHED AUDIT REPORT. GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	RENTAL EXPENSE ALLOCATION 3,683 RENTAL DEPR. ALLOCATION 1,579 RENTAL EXPENSE ALLOCATION -3,683 RENTAL DEPR. ALLOCATION -1,579 ROUNDING ADJUSTMENT -4 TOTAL -4