2011-10-13T14:56:14-05:00 2010-12-31 PLANTE & MORAN PLLC 111 E COURT ST SUITE 1A FLINT MI 485021647 990 2010-01-01 382736601 FOUR COUNTY COMMUNITY FOUNDATION FOUR 8107980909 231 E ST CLAIR ALMONT MI 48003 JANET S BAUER 8107980909 2011-10-07 1 8107675350 2010 2016-03-07 17:11:31Z JANET S BAUER 231 E ST CLAIR ALMONT MI 48003 6262603 0 X WWW.4CCF.ORG X 1987 MI SUPPORT OF OTHER NON-PROFIT ORGANIZATIONS AND GOVERNMENTAL AGENCIES 16 16 4 25 0 0 242834 1091832 0 0 190142 621612 0 0 432976 1713444 291060 285445 0 0 126206 124830 0 0 66556 69278 97746 486544 508021 -53568 1205423 8385458 10162409 17204 28955 8368254 10133454 X FOUR COUNTY COMMUNITY FOUNDATION IS COMMITTED TO SERVING THE CURRENT AND EMERGING NEEDS OF OUR LOCAL COMMUNITY, CONTINUING THE TRADITION OF PHILANTHROPHY BEGUN GENERATIONS AGO. THE FOUNDATION IS DEDICATED TO BRINGING TOGETHER HUMAN AND FINANCIAL RESOURCES TO SUPPORT PROGRESSIVE IDEAS IN EDUCATION, HEALTH, COMMUNITY, YOUTH AND ADULT PROGRAMS. THE FOUNDATION PROVIDES A SECURE, FLEXIBLE VEHICLE FOR INDIVIDUALS, FAMILIES, FOUNDATIONS AND ORGANIZATIONS TO POSITIVELY IMPACT THE QUALITY OF LIFE IN OUR COMMUNITY. THE FOUNDATION RECOGNIZES THAT IN ORDER TO MEET ITS COMMITMENTS TO THE COMMUNITY IT SERVES IT MUST SEEK GROWTH THROUGH ITS PERMANENT ENDOWMENT FUNDS FROM A WIDE RANGE OF DONORS. 0 0 286065 285445 VARIOUS NON-PROFIT ORGANIZATIONS, GOVERNMENTAL AGENCIES, COLLEGES AND LOCAL SCHOOLS ARE BENEFICIARIES OF THE GRANTS. MANY CHARITABLE PURPOSES WERE FUNDED TO BENEFIT THE COMMUNITY INCLUDING ALL AGE GROUPS IN A WIDE RANGE OF PROGRAMS. 286065 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X JANET BAUER 8107980909 231 E ST CLAIR ALMONT MI 48003 JOSEPH SALAS 0.50 X 0 0 0 BARBARA QUAIN 1.00 X X 0 0 0 RANDY JORGENSEN 0.50 X 0 0 0 ALBERT W VERLINDE 1.00 X X 0 0 0 JOHN BRZOZOWSKI 0.50 X 0 0 0 WILLIAM R DUGGAN JR 0.50 X 0 0 0 DENNIS MCCARTHY 0.50 X 0 0 0 DINA MIRAMONTI 0.50 X 0 0 0 HANK NICHOLS 0.50 X 0 0 0 SEAN O'BRYAN 0.50 X 0 0 0 DANIEL SCHEER 0.50 X 0 0 0 GARY RICHARDS 1.00 X X 0 0 0 JENNIFER PARKER-MOORE 1.00 X X 0 0 0 NANCY PARMENTER 0.50 X 0 0 0 OLIVIA PAPINEAU 1.00 X 0 0 0 GREG TARR 1.00 X 0 0 0 JANET BAUER 40.00 X 66600 0 14223 66600 0 14223 0 0 0 0 0 1091832 367356 1091832 269608 269608 4901163 4549159 352004 352004 352004 1713444 0 0 621612 99079 99079 186366 186366 80823 56576 24247 32986 8152 24834 401 281 120 2635 1844 791 7985 5589 2396 14215 14215 26902 26902 6354 5401 953 10636 4124 6512 21639 20445 1194 2683 1610 1073 4833 4833 BOARD DEVELOPMENT 3280 2070 1210 EMPLOYEE TRAINING 3214 964 2250 DUES AND SUBSCRIPTIONS 2394 2394 DONOR DEVELOPMENT 976 976 MISCELLANEOUS 620 620 508021 286065 155400 66556 38274 11188 381547 228409 83664 216772 42794 172979 173978 7787408 9626562 5250 38608 8385458 10162409 3216 4099 13988 24856 17204 28955 X 8368254 10049790 83664 8368254 10133454 8385458 10162409 X 1205423 559777 X 0 1 1 X 0 X 132769 124525 172642 242834 91832 764602 132769 124525 172642 242834 91832 764602 181830 582772 268219 275103 229016 189867 269608 1231813 1996415 0.29190 0.31420 X FOUR COUNTY COMMUNITY FOUNDATION IS RECOGNIZED AS AN ORGANIZATION DESCRIBED IN 501(C)(3). IT WAS CREATED TO BRING TOGETHER HUMAN AND FINANCIAL RESOURCES TO SUPPORT PROGRESSIVE IDEAS IN EDUCATION, HEALTH, COMMUNITY, YOUTH, AND ADULT PROGRAMS. FOUR COUNTY COMMUNITY FOUNDATION ACTIVELY SOLICITS CONTRIBUTIONS FROM THE GENERAL PUBLIC. HOWEVER, THE FOUNDATION'S SUPPORT FROM THE GENERAL PUBLIC DOES NOT MEET THE 33 1/3 PERCENT SUPPORT TEST FOR THE CURRENT TAXABLE YEAR. FOUR COUNTY COMMUNITY FOUNDATION RECEIVED 29.2 PERCENT OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC, AND THEREFORE IT MEETS THE 10 PERCENT SUPPORT REQUIREMENT UNDER PARAGRAPH (F)(3)(I) OF REGULATION SECTION 1.170(A)-9T. FOUR COUNTY COMMUNITY FOUNDATION ALSO MEETS THE REQUIREMENT OF PARAGRAPH (F)(3)(II) OF THIS SECTION BY CARRYING ON AN ACTIVE PUBLIC SOLICITATION PROGRAM. THE REQUIREMENTS OF REGULATION SECTION 1.170A-9T(F) (3) (III) A-D ARE ALSO MET: THE FOUNDATION HAS A LARGE NUMBER OF DONORS OVERALL, A LARGE NUMBER OF VOLUNTEERS, AND A COMMUNITY REPRESENTATIVE GOVERNNING BODY. THE FOUNDATION HAS, FOR THE ENTIRE PERIOD OF ITS EXISTENCE, GRANTED SUPPORT FOR THE BENEFIT OF THE GENERAL PUBLIC. AS A RESULT OF SATISFYING THESE REQUIREMENTS, THE FOUNDATION IS CONSIDERED TO MEET THE FACTS AND CIRCUMSTANCES TEST AND THEREFORE QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER PARAGRAPH (F) (1) OF THIS SECTION FOR ITS CURRENT TAXABLE YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 72 32173 49598 47006 147512 1021336 4946501 1 1 8102064 999568 1123335 256358 4727 188885 9774997 6623203 228842 1667501 225211 5513 186758 8102064 10158672 203271 -3146157 396295 4954 191334 6623203 1.00000 0 0 40000 40000 170940 42065 128875 5832 729 5103 173978 1713444 508021 1205423 559777 559777 1765200 2246319 559777 559777 1686542 26902 26902 1713444 481119 0 481119 26902 26902 508021 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S UNRESTRICTED NET ASSETS INCLUDE DESIGNATED ENDOWMENTS THAT WOULD BE CLASSIFIED AS DONOR-RESTRICTED ENDOWMENTS EXCEPT THAT THE FOUNDATION HAS VARIANCE POWER OVER THOSE ASSETS. THEREFORE, THE BOARD OF TRUSTEES TREATS THESE FUNDS AS DESIGNATED ENDOWMENTS AND THEY ARE CLASSIFIED AS UNRESTRICTED, BOARD-DESIGNATED ENDOWMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE COMMUNITY FOUNDATION IS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, THE COMMUNITY FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AND CERTAIN EXCISE TAXES IMPOSED ON PRIVATE FOUNDATIONS UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. TAX YEARS THAT REMAIN SUBJECT TO TAX EXAMINATION BY THE STATE OF MICHIGAN AND THE IRS ARE 2007-2010. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 26,902. 1 CAPAC WARRIORS ASSOCIATION PO BOX 628 CAPAC MI 48014 113686452 501C3 5000 UNRESTRICTED TRINITY UNITED METHODIST CHURCH 1310 N MAIN ST LAPEER MI 48446 381616501 501C3 5000 UNRESTRICTED LOVE INC OF GREATER LAPEER 1680B N LAPEER RD PO BOX 1146 LAPEER MI 48461 383379888 501C3 7500 UNRESTRICTED LOVING HANDS CLINIC INC 148 MAPLE GROVE RD LAPEER MI 48446 205201711 501C3 5000 UNRESTRICTED SAMARITAN HOUSE 62324 VAN DYKE WASHINGTON MI 48094 383213283 501C3 10000 UNRESTRICTED SKYLINE CAMP AND CONFERENCE CENTER 1669 WEST MAPLE BIRMINGHAM MI 48009 202547823 501C3 10000 UNRESTRICTED LAPEER COUNTY KIDS IN NEW DIRECTIONS 1996 WEST OREGON LAPEER MI 48446 382908752 501C3 6500 UNRESTRICTED 7 0 EDUCATIONAL SCHOLARSHIP FOR TUITION OR SUPPLIES 200 186366 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WE REQUIRE THE GRANTEE TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES "THE AGREEMENT IS A MECHANISM THAT ENSURES THAT FUNDS WILL BE USED SOLELY FOR THE PURPOSE AS STATED IN THE GRANT REQUEST" BEFORE FUNDS ARE ISSUED. THEY ARE ALSO REQUIRED TO SUBMIT A FINAL GRANT REPORT WITHIN 90 DAYS OF THE COMPLETION OF THE PROJECT WHICH VERIFIES THE PROJECT HAS TAKEN PLACE AND FUNDS HAVE BEEN SPENT FOR THE AGREED UPON PURPOSE. X 1 367356 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PROVIDED TO THE AUDIT & STANDARDS COMMITTEE FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. SIGNED POLICIES ARE REVIEWED. BOARD MEMBERS ABSTAIN FROM VOTING IF, AND WHEN, ISSUES REGARDING CONFLICTS OF INTEREST ARISE AND SUCH ABSTENTIONS ARE NOTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE AND IMMEDIATE PAST CHAIRMAN EVALUATE THE PRESIDENT/CEO ANNUALLY USING THE TOOLS AND PROCESS APPROVED BY THE BOARD OF TRUSTEES. ALL OTHER STAFF ARE EVALUATED BY THE PRESIDENT/CEO AS AN ONGOING PROCESS AND REPORTED ANNUALLY TO THE EXECUTIVE COMMITTEE. THE HR COMMITTEE PROVIDES AN ANNUAL UPDATE OF COMMUNITY FOUNDATION SALARY SURVEY INFORMATION AND ANY OTHER AVAILABLE INFORMATION REGARDING MICHIGAN COMMUNITY FOUNDATION, CONSUMER PRICE INDEX AND OTHER SALARY AND BENEFITS INFORMATION. THE EXECUTIVE COMMITTEE MAKE RECOMMENDATIONS REGARDING STAFF COMPENSATION TO BE APPROVED BY BOARD OF TRUSTEES. THIS PROCESS WAS LAST COMPLETED ON NOVEMBER 23, 2010. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST MADE AT THE ORGANIZATIONS MAIN OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 559,777.