ALBION COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALBION COMMUNITY FOUNDATION (EIN 23-7019029)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349318774
Schema version
2024v5.0
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)
Return2025-11-17T16:48:59-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470899021PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOND & COMPANY PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1113 WEST MICHIGAN AVENUE SUITE 301AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237019029EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBION COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALBIBusinessNameControlTxt
Phone5176293349PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 156AddressLine1Txt
CityALBIONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMANDY KONKLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5176293349PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM J SOPERPreparerPersonNm
PTINP02273734PTIN
Phone5177898900PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHANE WILLIAMSONPrincipalOfficerNm
Gross Receipts$7,194,950GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALBIONFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscCOMM FNDOtherOrganizationDsc
Formation1968FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionSTRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,058,575PYContributionsGrantsAmt
CY Contributions Grants$1,239,626CYContributionsGrantsAmt
PY Program Service Revenue$9,474PYProgramServiceRevenueAmt
CY Program Service Revenue$19,928CYProgramServiceRevenueAmt
PY Investment Income$266,473PYInvestmentIncomeAmt
CY Investment Income$336,722CYInvestmentIncomeAmt
PY Other Revenue$11,085PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,345,607PYTotalRevenueAmt
CY Total Revenue$1,596,276CYTotalRevenueAmt
PY Grants And Similar Paid$319,987PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$183,805CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$159,270PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$177,480CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$46,450CYTotalFundraisingExpenseAmt
PY Other Expenses$314,789PYOtherExpensesAmt
CY Other Expenses$456,914CYOtherExpensesAmt
PY Total Expenses$794,046PYTotalExpensesAmt
CY Total Expenses$818,199CYTotalExpensesAmt
PY Revenues Less Expenses$551,561PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$778,077CYRevenuesLessExpensesAmt
Total Assets BOY$7,113,756TotalAssetsBOYAmt
Total Assets EOY$8,326,158TotalAssetsEOYAmt
Total Liabilities BOY$793,466TotalLiabilitiesBOYAmt
Total Liabilities EOY$990,156TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,320,290NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,336,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSTRENGTHEN THE GREATER ALBION AREA BY CULTIVATING COMMUNITY ASSETS TO ENHANCE THE QUALITY OF LIFE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$707,903ExpenseAmt
Grant$183,805GrantAmt
Revenue$19,928RevenueAmt
DescMANY 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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescMANY COMMUNITY PROJECTS AND CULTURAL EVENTS WERE PROMOTED AND FUNDED DURING THE YEAR THAT BENEFITED THE LOCAL COUMMUNITY OF ALBION, MICHIGAN.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$707,903TotalProgramServiceExpensesAmt
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 CounselingYes (true)CreditCounselingInd
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 IndividualsfalseGrantsToIndividualsInd
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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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 ChaptersfalseLocalChaptersInd
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 OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHANE WILLIAMSONPersonNm
Phone5176293349PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11002 N EATON STREETAddressLine1Txt
CityALBIONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49224ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
SHANE WILLIAMSON
EXECUTIVE DI40.00Yes (X)$77,500$0$0
MANDY KONKLE
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
KAREN YANKIE
TRUSTEE2.00$0$0$0Yes (X)
AMY REIMANN
TRUSTEE2.00$0$0$0Yes (X)
TOM PITT
TREASURER2.00Yes (X)$0$0$0Yes (X)
STEPHANIE DOBBINS
TRUSTEE2.00$0$0$0Yes (X)
ROBERT DUNKLIN
TRUSTEE2.00$0$0$0Yes (X)
NANCY ROUSH
TRUSTEE2.00$0$0$0Yes (X)
JOYCE SPICER
TRUSTEE2.00$0$0$0Yes (X)
MIKE TYMKEW
TRUSTEE2.00$0$0$0Yes (X)
NIDIA WOLF
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
KEN PONDS
SECRETARY2.00Yes (X)$0$0$0Yes (X)
VICKY SNYDER
TRUSTEE2.00$0$0$0Yes (X)
TAMARA CRUPI
TRUSTEE2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$77,500TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,239,626AllOtherContributionsAmt
Total Contributions$1,239,626TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEE REVENUEDesc
Business900099BusinessCd
Total Revenue Column$19,928TotalRevenueColumnAmt
Related Or Exempt Func Income$19,928RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$19,928TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$327,009TotalRevenueColumnAmt
Exclusion$327,009ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,608,387SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,598,674SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,713SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,713TotalRevenueColumnAmt
Related Or Exempt Func Income$9,713RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,596,276TotalRevenueColumnAmt
Related Or Exempt Func Income$29,641RelatedOrExemptFuncIncomeAmt
Exclusion$327,009ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$183,805TotalAmt
Program Services$183,805ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$77,500TotalAmt
Program Services$46,500ProgramServicesAmt
Management And General$17,825ManagementAndGeneralAmt
Fundraising$13,175FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$62,395TotalAmt
Program Services$37,437ProgramServicesAmt
Management And General$14,351ManagementAndGeneralAmt
Fundraising$10,607FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,315TotalAmt
Program Services$15,189ProgramServicesAmt
Management And General$5,822ManagementAndGeneralAmt
Fundraising$4,304FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,270TotalAmt
Program Services$7,363ProgramServicesAmt
Management And General$2,822ManagementAndGeneralAmt
Fundraising$2,085FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,743TotalAmt
Program Services$6,554ProgramServicesAmt
Management And General$2,363ManagementAndGeneralAmt
Fundraising$1,826FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,118TotalAmt
Program Services$12,272ProgramServicesAmt
Management And General$4,426ManagementAndGeneralAmt
Fundraising$3,420FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,081TotalAmt
Program Services$38,081ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$312,111TotalAmt
Program Services$310,582ProgramServicesAmt
Management And General$1,529ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,840TotalAmt
Program Services$1,141ProgramServicesAmt
Management And General$405ManagementAndGeneralAmt
Fundraising$294FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,860TotalAmt
Program Services$5,579ProgramServicesAmt
Management And General$1,863ManagementAndGeneralAmt
Fundraising$1,418FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$23,067TotalAmt
Program Services$14,532ProgramServicesAmt
Management And General$4,844ManagementAndGeneralAmt
Fundraising$3,691FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,068TotalAmt
Program Services$7,332ProgramServicesAmt
Management And General$2,715ManagementAndGeneralAmt
Fundraising$2,021FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$620TotalAmt
Program Services$391ProgramServicesAmt
Management And General$130ManagementAndGeneralAmt
Fundraising$99FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,606TotalAmt
Program Services$4,284ProgramServicesAmt
Management And General$184ManagementAndGeneralAmt
Fundraising$138FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,258TotalAmt
Program Services$6,154ProgramServicesAmt
Management And General$2,360ManagementAndGeneralAmt
Fundraising$1,744FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,724TotalAmt
Program Services$2,235ProgramServicesAmt
Management And General$857ManagementAndGeneralAmt
Fundraising$632FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL EVENTS-GENERAL EX$5,888$5,475$236$177
MEMBERSHIP FEES$3,314$1,989$762$563
TELEPHONE$824$519$173$132
AUTO-MILEAGE REIMBURSEMEN$687$433$144$110

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$105TotalAmt
Program Services$56ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$818,199TotalAmt
Program Services$707,903ProgramServicesAmt
Management And General$63,846ManagementAndGeneralAmt
Fundraising$46,450FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$59,597BOYAmt
EOY$209,853EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,507BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,157BOYAmt
EOY$17,348EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$329,656LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$75,634LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$260,074BOYAmt
EOY$254,022EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,072,720BOYAmt
EOY$7,775,730EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$672,690BOYAmt
EOY$64,513EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,011BOYAmt
EOY$4,692EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,113,756BOYAmt
EOY$8,326,158EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,486BOYAmt
EOY$106,519EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$775,198BOYAmt
EOY$877,281EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,782BOYAmt
EOY$6,356EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$793,466BOYAmt
EOY$990,156EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,040,290BOYAmt
EOY$7,056,002EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$280,000BOYAmt
EOY$280,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,320,290BOYAmt
EOY$7,336,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,113,756BOYAmt
EOY$8,326,158EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$778,077ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$237,635NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$171,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$759,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,124,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,058,575CurrentTaxYearMinus1YearAmt
Current Tax Year$196,331CurrentTaxYearAmt
Total$3,310,215TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$759,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,124,181CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,058,575CurrentTaxYearMinus1YearAmt
Current Tax Year$196,331CurrentTaxYearAmt
Total$3,310,215TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,395,230SubstantialContributorsTotAmt
Public Support Total170$1,914,985PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$162,941CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$340,405CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$284,078CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$207,533CurrentTaxYearMinus1YearAmt
Current Tax Year$327,009CurrentTaxYearAmt
Total$1,321,966TotalAmt
FieldValueIRS element (for citing)
Total Support$4,632,181TotalSupportAmt
Gross Receipts Rltd Activities$50,728GrossReceiptsRltdActivitiesAmt
Public Support CY1700.41340PublicSupportCY170Pct
Public Support PY1700.42330PublicSupportPY170Pct
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 Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$877,281DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,269,388BeginningYearBalanceAmt
Contributions$83,497ContributionsAmt
Investment Earnings Or Losses$452,832InvestmentEarningsOrLossesAmt
Grants Or Scholarships$168,217GrantsOrScholarshipsAmt
Administrative Expenses$503,575AdministrativeExpensesAmt
End Year Balance$5,133,925EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,661,431BeginningYearBalanceAmt
Contributions$213,668ContributionsAmt
Investment Earnings Or Losses$657,618InvestmentEarningsOrLossesAmt
Grants Or Scholarships$135,027GrantsOrScholarshipsAmt
Administrative Expenses$128,302AdministrativeExpensesAmt
End Year Balance$5,269,388EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,586,728BeginningYearBalanceAmt
Contributions$39,894ContributionsAmt
Investment Earnings Or Losses-$737,666InvestmentEarningsOrLossesAmt
Grants Or Scholarships$110,808GrantsOrScholarshipsAmt
Administrative Expenses$116,717AdministrativeExpensesAmt
End Year Balance$4,661,431EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,905,555BeginningYearBalanceAmt
Contributions$349,547ContributionsAmt
Investment Earnings Or Losses$662,031InvestmentEarningsOrLossesAmt
Grants Or Scholarships$225,069GrantsOrScholarshipsAmt
Administrative Expenses$105,336AdministrativeExpensesAmt
End Year Balance$5,586,728EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,578,635BeginningYearBalanceAmt
Contributions$153,917ContributionsAmt
Investment Earnings Or Losses$556,356InvestmentEarningsOrLossesAmt
Grants Or Scholarships$286,698GrantsOrScholarshipsAmt
Administrative Expenses$96,655AdministrativeExpensesAmt
End Year Balance$4,905,555EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.96180BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.03820TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$269,300OtherCostOrOtherBasisAmt
Depreciation$45,252DepreciationAmt
Book Value$224,048BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,556OtherCostOrOtherBasisAmt
Depreciation$30,382DepreciationAmt
Book Value$12,174BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$254,022TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LEASE LIABILITY$3,333
CGA PAYABLE$1,664
CURRENT PORTION OF LEASE LIABILITY$1,359
FieldValueIRS element (for citing)
Total Liability$6,356TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,795,830TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$237,635NetUnrealizedGainsInvstAmt
Revenue Not Reported$237,635RevenueNotReportedAmt
Revenue Subtotal$1,558,195RevenueSubtotalAmt
Investment Expenses Not Incld$38,081InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$38,081RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,596,276TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$780,118TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$780,118ExpensesSubtotalAmt
Investment Expenses Not Incld2$38,081InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$38,081ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$818,199TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART IV, LINE 2BFormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALBION HEALTH CARE ALLIANCE
115 MARKET PLACEALBIONMI49224421551109501C3$7,750YOUTH PROGRAMS
CITY OF ALBION
112 CASS STREETALBIONMI49224386004655GOV$23,000COMMUNITY DEVELOPMEN
FRIENDS OF THE BOHM THEATRE
201 S SUPERIOR STALBIONMI49224461255472501C3$18,900COMMUNITY PROJECTS
KIDS N STUFF
301 S SUPERIOR STALBIONMI49224383580496501C3$24,500YOUTH PROGRAMS
SOUTH MICHIGAN FOOD BANK
5451 WAYNE RDBATTLE CREEKMI49037382445948501C3$10,000HUMAN SERVICES
DOWNTOWN DEVELOPMENT AUTHORITY
112 W CASS STALBIONMI49224386004655GOV$14,745PEDESTRIAN SAFETY
FAMILIES FIRST LEARNING CENTER
1418 COOPER STALBIONMI49224993577916501C3$9,745CHILDCARE
MICHIGAN CROSSROADS COUNCIL
3497 S 9TH STKALAMAZOOMI49009454003240501C3$5,250EXPANDING SCOUTING
THERE'S ENOUGH
413 E MICHIGAN AVEMARSHALLMI49068920979771501C3$6,003ENCLOSED CARGO TRAIL
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DMANY COMMUNITY PROJECTS AND CULTURAL EVENTS WERE PROMOTED AND FUNDED DURING THE YEAR THAT BENEFITED THE LOCAL COUMMUNITY OF ALBION, MICHIGAN.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 TAX RETURN IS REVIEWED BY THE FULL BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 12CBOARD MEMBERS COMPLETE A FORM EACH JANUARY TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS EFFECTIVE.
FORM 990, PAGE 6, PART VI, LINE 15ATHE 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 19ANNUAL 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 IX, LINE 11GCONTRACTURAL SERVICES 310,582 1,529 0

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