ALBION COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: ALBION COMMUNITY FOUNDATION (EIN 23-7019029)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-06-26
IRS object ID: 201931779349300723
Schema version: 2018v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-06-26T10:47:17-05:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	ROBERT DUNKLIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5176293349	PhoneNum
Signature	2019-06-03	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	2019-06-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.16.49	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-06-26	IPDt
IP Tm	10:47:17	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	73FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBF	AtSubmissionCreationDeviceId
At Submission Filing Device Id	2B8C93D922C4DF1CD5B09BFE3ACBC95D8EFE7CC5	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TIMOTHY KRAUSE	PrincipalOfficerNm
Gross Receipts	$1,955,399	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	31	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$236,614	PYContributionsGrantsAmt
CY Contributions Grants	$81,977	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$232,675	PYInvestmentIncomeAmt
CY Investment Income	$485,979	CYInvestmentIncomeAmt
PY Other Revenue	$2,561	PYOtherRevenueAmt
CY Other Revenue	$8,368	CYOtherRevenueAmt
PY Total Revenue	$471,850	PYTotalRevenueAmt
CY Total Revenue	$576,324	CYTotalRevenueAmt
PY Grants And Similar Paid	$121,107	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$178,101	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$87,073	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$93,089	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$32,294	CYTotalFundraisingExpenseAmt
PY Other Expenses	$98,207	PYOtherExpensesAmt
CY Other Expenses	$118,183	CYOtherExpensesAmt
PY Total Expenses	$306,387	PYTotalExpensesAmt
CY Total Expenses	$389,373	CYTotalExpensesAmt
PY Revenues Less Expenses	$165,463	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$186,951	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,462,005	TotalAssetsBOYAmt
Total Assets EOY	$4,969,379	TotalAssetsEOYAmt
Total Liabilities BOY	$477,761	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$653,640	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,984,244	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,315,739	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	$311,625	ExpenseAmt
Grant	$178,101	GrantAmt
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	$311,625	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	5	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
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	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JOYCE SPICER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MARILYN HENNON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
BERNIE KONKLE JR
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TOM PITT
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
AMANDA KONKLE
VICE PRESIDE	2.00	Yes (X)	$0	$0	$0	Yes (X)
NIDIA WOLF
TRUSTEE	1.00	Yes (X)	$0	$0	$0
KAREN YANKIE
SECRETARY	2.00	Yes (X)	$0	$0	$0	Yes (X)
NANCY ROUSH
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ROBERT DUNKLIN
PRESIDENT	2.00	Yes (X)	$0	$0	$0	Yes (X)
MIKE TYMKEW
TRUSTEE	1.00	Yes (X)	$0	$0	$0
AMY REIMANN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TIMOTHY KRAUSE
EXECUTIVE DI	40.00		$68,803	$0	$3,707	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$68,803	TotalReportableCompFromOrgAmt
Total Other Compensation	$3,707	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$81,977	AllOtherContributionsAmt
Total Contributions	$81,977	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$194,523	TotalRevenueColumnAmt
Exclusion	$194,523	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$12,000	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$5,574	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$6,426	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,426	TotalRevenueColumnAmt
Exclusion	$6,426	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,664,957	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,373,501	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$291,456	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$291,456	TotalRevenueColumnAmt
Exclusion	$291,456	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,942	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,942	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,942	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$576,324	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,942	RelatedOrExemptFuncIncomeAmt
Exclusion	$492,405	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$178,101	TotalAmt
Program Services	$178,101	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$68,803	TotalAmt
Program Services	$39,906	ProgramServicesAmt
Management And General	$15,825	ManagementAndGeneralAmt
Fundraising	$13,072	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$12,640	TotalAmt
Program Services	$7,730	ProgramServicesAmt
Management And General	$2,615	ManagementAndGeneralAmt
Fundraising	$2,295	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,707	TotalAmt
Program Services	$2,150	ProgramServicesAmt
Management And General	$853	ManagementAndGeneralAmt
Fundraising	$704	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$582	TotalAmt
Program Services	$337	ProgramServicesAmt
Management And General	$134	ManagementAndGeneralAmt
Fundraising	$111	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,357	TotalAmt
Program Services	$4,267	ProgramServicesAmt
Management And General	$1,692	ManagementAndGeneralAmt
Fundraising	$1,398	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,520	TotalAmt
Program Services	$3,643	ProgramServicesAmt
Management And General	$1,049	ManagementAndGeneralAmt
Fundraising	$828	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,413	TotalAmt
Program Services	$6,873	ProgramServicesAmt
Management And General	$1,978	ManagementAndGeneralAmt
Fundraising	$1,562	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$28,055	TotalAmt
Program Services	$21,351	ProgramServicesAmt
Management And General	$6,704	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,666	TotalAmt
Program Services	$7,040	ProgramServicesAmt
Management And General	$2,027	ManagementAndGeneralAmt
Fundraising	$1,599	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$264	TotalAmt
Program Services	$177	ProgramServicesAmt
Management And General	$48	ManagementAndGeneralAmt
Fundraising	$39	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,759	TotalAmt
Program Services	$3,161	ProgramServicesAmt
Management And General	$733	ManagementAndGeneralAmt
Fundraising	$865	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$15,254	TotalAmt
Program Services	$8,040	ProgramServicesAmt
Management And General	$3,935	ManagementAndGeneralAmt
Fundraising	$3,279	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,464	TotalAmt
Program Services	$4,366	ProgramServicesAmt
Management And General	$1,690	ManagementAndGeneralAmt
Fundraising	$1,408	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,453	TotalAmt
Program Services	$974	ProgramServicesAmt
Management And General	$261	ManagementAndGeneralAmt
Fundraising	$218	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,004	TotalAmt
Program Services	$673	ProgramServicesAmt
Management And General	$181	ManagementAndGeneralAmt
Fundraising	$150	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$14,949	TotalAmt
Program Services	$8,744	ProgramServicesAmt
Management And General	$3,391	ManagementAndGeneralAmt
Fundraising	$2,814	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$7,314	TotalAmt
Program Services	$4,278	ProgramServicesAmt
Management And General	$1,656	ManagementAndGeneralAmt
Fundraising	$1,380	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIRECT FUND EXPENSES	$6,604	$6,604
MEMBERSHIPS	$3,570	$2,391	$643	$536
SPECIAL EVENTS	$1,935	$1,296	$348	$291
TELEPHONE	$1,366	$915	$246	$205

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$2,407	TotalAmt
Program Services	-$1,392	ProgramServicesAmt
Management And General	-$555	ManagementAndGeneralAmt
Fundraising	-$460	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$389,373	TotalAmt
Program Services	$311,625	ProgramServicesAmt
Management And General	$45,454	ManagementAndGeneralAmt
Fundraising	$32,294	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$29,546	BOYAmt
EOY	$39,065	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$148,430	BOYAmt
EOY	$98,599	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$500	BOYAmt
EOY	$667	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,557	BOYAmt
EOY	$5,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$319,119	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,820	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$316,168	BOYAmt
EOY	$302,299	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,885,768	BOYAmt
EOY	$4,447,473	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$75,036	BOYAmt
EOY	$76,276	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,462,005	BOYAmt
EOY	$4,969,379	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,814	BOYAmt
EOY	$6,451	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
EOY	$1,500	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$460,339	BOYAmt
EOY	$643,202	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,608	BOYAmt
EOY	$2,487	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$477,761	BOYAmt
EOY	$653,640	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,704,244	BOYAmt
EOY	$4,035,739	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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	$4,984,244	BOYAmt
EOY	$4,315,739	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,462,005	BOYAmt
EOY	$4,969,379	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$186,951	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$855,456	NetUnrlzdGainsLossesInvstAmt
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	$268,575	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$254,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$225,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$236,614	CurrentTaxYearMinus1YearAmt
Current Tax Year	$81,977	CurrentTaxYearAmt
Total	$1,067,607	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$268,575	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$254,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$225,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$236,614	CurrentTaxYearMinus1YearAmt
Current Tax Year	$81,977	CurrentTaxYearAmt
Total	$1,067,607	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$83,481	SubstantialContributorsTotAmt
Public Support Total170	$984,126	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$210,519	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$138,812	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,432	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$134,040	CurrentTaxYearMinus1YearAmt
Current Tax Year	$206,523	CurrentTaxYearAmt
Total	$798,326	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,865,933	TotalSupportAmt
Gross Receipts Rltd Activities	$4,503	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.52740	PublicSupportCY170Pct
Public Support PY170	0.66380	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	9	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$250,054	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$25,109	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$643,202	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	$4,700,807	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,208,483	BeginningYearBalanceAmt
Contributions	$354,704	ContributionsAmt
Investment Earnings Or Losses	$182,722	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$321,812	GrantsOrScholarshipsAmt
Administrative Expenses	$26,868	AdministrativeExpensesAmt
End Year Balance	$4,397,229	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.93510	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.06490	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	$268,147	OtherCostOrOtherBasisAmt
Depreciation	$8,938	DepreciationAmt
Book Value	$259,209	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$33,172	OtherCostOrOtherBasisAmt
Depreciation	$7,882	DepreciationAmt
Book Value	$25,290	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$302,299	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	GIFT ANNUITY PAYABLE	Desc
Amt	$2,487	Amt

Field	Value	IRS element (for citing)
Total Liability	$2,487	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	-$301,613	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$855,456	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$855,456	RevenueNotReportedAmt
Revenue Subtotal	$553,843	RevenueSubtotalAmt
Investment Expenses Not Incld	$28,055	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$5,574	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$22,481	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$576,324	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$366,892	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$366,892	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$28,055	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$5,574	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$22,481	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$389,373	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 -2,988 RENTAL DEPR. ALLOCATION -2,586
SCHEDULE D, PAGE 4, PART XII, LINE 4B	RENTAL EXPENSE ALLOCATION -2,988 RENTAL DEPR. ALLOCATION -2,586

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALBION COLLEGE
611 E PORTER ST	ALBION	MI	49224	381359081	501C3	$7,190	EDUCATION
CITY OF ALBION
112 CASS STREET	ALBION	MI	49224	386004655	GOV	$11,550	COMMUNITY DEVELOPMEN
AVSO
131 E CASS STREET	ALBION	MI	49224	382970255	501C3	$11,770	SUBSTANCE ABUSE PROG
FRIENDS OF THE BOHM THEATRE
201 S SUPERIOR ST	ALBION	MI	49224	461255472	501C3	$78,820	COMMUNITY PROJECTS
KIDS N STUFF
201 S SUPERIOR ST	ALBION	MI	49224	461255472	501C3	$10,500	YOUTH PROGRAMS
STARR COMMONWEALTH SCHOOLS
13725 26 MILE ROAD	ALBION	MI	49224	381359593	501C3	$12,295	COMMUNITY PROJECTS
MARSHALL PUBLIC SCHOOLS
100 E GREEN STREET	MARSHALL	MI	49068		GOV	$7,623	EDUCATION

Field	Value	IRS element (for citing)
Total501c3 Org	7	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 2,988 RENTAL DEPR. ALLOCATION 2,586 RENTAL EXPENSE ALLOCATION -2,988 RENTAL DEPR. ALLOCATION -2,586