THE GREENVILLE AREA COMMUNITY FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE GREENVILLE AREA COMMUNITY FOUNDATION (EIN 38-2899657)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202611279349302481
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T13:12:35-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382706146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YEO & YEO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 248AddressLine1Txt
CityAlmaCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382899657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Greenville Area Community FndBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone6167542640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 North LafayetteAddressLine1Txt
CityGreenvilleCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48838ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlison BarberiPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone6167542640PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAli N BarnesPreparerPersonNm
PTINP01311128PTIN
Phone9894636108PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAlison BarberiPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 North LafayetteAddressLine1Txt
CityGreenvilleCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48838ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,535,894GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.gacfmi.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionThe mission of the Greenville Area Community Foundation is to enhance the quality of life in the greater Greenville area. To do this it will attract and hold permanent endowment funds from a wide range of donors, it will manage these funds to assure safety and growth, it will make grants directed to the community's cultural, educational, social, environmental, recreational, and health related concerns and it will function as a community leader and catalyst.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers164TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,380,089PYContributionsGrantsAmt
CY Contributions Grants$2,211,521CYContributionsGrantsAmt
PY Program Service Revenue$8,554PYProgramServiceRevenueAmt
CY Program Service Revenue$9,344CYProgramServiceRevenueAmt
PY Investment Income$2,939,668PYInvestmentIncomeAmt
CY Investment Income$1,227,222CYInvestmentIncomeAmt
PY Other Revenue$11,582PYOtherRevenueAmt
CY Other Revenue$48,430CYOtherRevenueAmt
PY Total Revenue$4,339,893PYTotalRevenueAmt
CY Total Revenue$3,496,517CYTotalRevenueAmt
PY Grants And Similar Paid$1,479,737PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,286,664CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$299,436PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$338,183CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,349CYTotalFundraisingExpenseAmt
PY Other Expenses$274,615PYOtherExpensesAmt
CY Other Expenses$380,076CYOtherExpensesAmt
PY Total Expenses$2,053,788PYTotalExpensesAmt
CY Total Expenses$3,004,923CYTotalExpensesAmt
PY Revenues Less Expenses$2,286,105PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$491,594CYRevenuesLessExpensesAmt
Total Assets BOY$50,889,365TotalAssetsBOYAmt
Total Assets EOY$60,209,742TotalAssetsEOYAmt
Total Liabilities BOY$3,317,160TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,603,818TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$47,572,205NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,605,924NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe mission of the Greenville Area Community Foundation is to enhance the quality of life in the greater Greenville area. To do this it will attract and hold permanent endowment funds from a wide range of donors, it will manage these funds to assure safety and growth, it will make grants directed to the community's cultural, educational, social, environmental, recreational, and health related concerns and it will function as a community leader and catalyst.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,493,082ExpenseAmt
Grant$2,286,664GrantAmt
Revenue$1,284,996RevenueAmt
DescThe Foundation supports charitable, philanthropic, educational, literary, artistic or scientific undertakings in the Greenville, Michigan area. The Foundation is supported primarily through donor contributions and grants.Desc
Total Program Service Expenses$2,493,082TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alison BarberiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6167542640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Lafayette StAddressLine1Txt
CityGreenvilleCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48838ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Pete Blinkilde
Chair1.00Yes (X)Yes (X)$0$0$0
Eric Januzelli
Vice Chair1.00Yes (X)Yes (X)$0$0$0
Amy Homich
Secretary/Treasurer1.00Yes (X)Yes (X)$0$0$0
Dave Seppala
Trustee1.00Yes (X)$0$0$0
Dick Ellafrits
Trustee1.00Yes (X)$0$0$0
Doug Hinken
Trustee1.00Yes (X)$0$0$0
MaryBeth Taylor
Trustee1.00Yes (X)$0$0$0
Charles McNinch
Trustee1.00Yes (X)$0$0$0
John Hoppough
Trustee1.00Yes (X)$0$0$0
John O'Donald
Trustee1.00Yes (X)$0$0$0
Kris Stevens-Berry
Trustee1.00Yes (X)$0$0$0
Susan Ayres
Trustee1.00Yes (X)$0$0$0
Phil Tower
Trustee1.00Yes (X)$0$0$0
Angie Peterman
Trustee1.00Yes (X)$0$0$0
Andrea Krause
Trustee1.00Yes (X)$0$0$0
Alison Barberi
President/CEO40.00Yes (X)$123,758$0$3,713
FieldValueIRS element (for citing)
Total Reportable Comp From Org$123,758TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,713TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,211,521AllOtherContributionsAmt
Total Contributions$2,211,521TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgram Service RevenueDesc
Business561000BusinessCd
Total Revenue Column$9,344TotalRevenueColumnAmt
Related Or Exempt Func Income$9,344RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,344TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,283,293TotalRevenueColumnAmt
Related Or Exempt Func Income$1,283,293RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,983,306SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,039,377SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$56,071SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$56,071TotalRevenueColumnAmt
Related Or Exempt Func Income-$56,071RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther RevenueDesc
Business561000BusinessCd
Total Revenue Column$48,430TotalRevenueColumnAmt
Related Or Exempt Func Income$48,430RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$48,430OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,496,517TotalRevenueColumnAmt
Related Or Exempt Func Income$1,284,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,943,251TotalAmt
Program Services$1,943,251ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$343,413TotalAmt
Program Services$343,413ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$127,471TotalAmt
Management And General$114,724ManagementAndGeneralAmt
Fundraising$12,747FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$182,173TotalAmt
Program Services$103,168ProgramServicesAmt
Management And General$63,866ManagementAndGeneralAmt
Fundraising$15,139FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,313TotalAmt
Program Services$3,095ProgramServicesAmt
Management And General$1,764ManagementAndGeneralAmt
Fundraising$454FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,226TotalAmt
Program Services$7,892ProgramServicesAmt
Management And General$13,229ManagementAndGeneralAmt
Fundraising$2,105FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,079TotalAmt
Management And General$5,079ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,120TotalAmt
Management And General$12,120ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$92,263TotalAmt
Program Services$92,263ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,459TotalAmt
Management And General$7,459ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,873TotalAmt
Management And General$18,873ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,512TotalAmt
Management And General$27,512ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,193TotalAmt
Management And General$2,193ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,135TotalAmt
Management And General$4,135ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,840TotalAmt
Management And General$38,840ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,242TotalAmt
Management And General$6,242ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Miscellaneous$113,813$113,813
AkoyaGo$27,898$27,898
Dues and subscriptions$19,796$19,796
Donor relations$1,904$1,904

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,949TotalAmt
Management And General$1,949ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,004,923TotalAmt
Program Services$2,493,082ProgramServicesAmt
Management And General$479,492ManagementAndGeneralAmt
Fundraising$32,349FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$278,071BOYAmt
EOY$71,396EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$59,066BOYAmt
EOY$31,770EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$884,046LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$203,694LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$714,509BOYAmt
EOY$680,352EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$47,090,780BOYAmt
EOY$58,478,397EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,821,705BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$925,234BOYAmt
EOY$947,827EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,889,365BOYAmt
EOY$60,209,742EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,330,454BOYAmt
EOY$2,520,507EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$983,802BOYAmt
EOY$1,083,311EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,904BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,317,160BOYAmt
EOY$3,603,818EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$46,616,971BOYAmt
EOY$55,619,492EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$955,234BOYAmt
EOY$986,432EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,572,205BOYAmt
EOY$56,605,924EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,889,365BOYAmt
EOY$60,209,742EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$491,594ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,387,726NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$154,399OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$865,174CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,564,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$330,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,380,089CurrentTaxYearMinus1YearAmt
Current Tax Year$2,211,521CurrentTaxYearAmt
Total$6,351,949TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$865,174CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,564,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$330,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,380,089CurrentTaxYearMinus1YearAmt
Current Tax Year$2,211,521CurrentTaxYearAmt
Total$6,351,949TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,827,506SubstantialContributorsTotAmt
Public Support Total170$4,524,443PublicSupportTotal170Amt
Total Support$6,351,949TotalSupportAmt
Gross Receipts Rltd Activities$1,861,317GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71230PublicSupportCY170Pct
Public Support PY1700.81220PublicSupportPY170Pct
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 Held13DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held216FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$109,378DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,173,525FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$54,724DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$2,231,940FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$2,325,644DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$54,377,159FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,616,971BeginningYearBalanceAmt
Contributions$2,301,675ContributionsAmt
Investment Earnings Or Losses$9,557,365InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,286,664GrantsOrScholarshipsAmt
Other Expenditures$569,855OtherExpendituresAmt
End Year Balance$55,619,492EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,797,489BeginningYearBalanceAmt
Contributions$1,459,687ContributionsAmt
Investment Earnings Or Losses$5,324,002InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,344,294GrantsOrScholarshipsAmt
Other Expenditures$619,913OtherExpendituresAmt
End Year Balance$46,616,971EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,424,845BeginningYearBalanceAmt
Contributions$439,407ContributionsAmt
Investment Earnings Or Losses$5,772,200InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,363,536GrantsOrScholarshipsAmt
Other Expenditures$475,427OtherExpendituresAmt
End Year Balance$41,797,489EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,686,394BeginningYearBalanceAmt
Contributions$1,642,913ContributionsAmt
Investment Earnings Or Losses-$8,286,626InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,147,905GrantsOrScholarshipsAmt
Other Expenditures$469,931OtherExpendituresAmt
End Year Balance$37,424,845EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,169,730BeginningYearBalanceAmt
Contributions$685,989ContributionsAmt
Investment Earnings Or Losses$6,292,549InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,009,870GrantsOrScholarshipsAmt
Other Expenditures$452,004OtherExpendituresAmt
End Year Balance$47,686,394EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,500OtherCostOrOtherBasisAmt
Book Value$92,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$679,360OtherCostOrOtherBasisAmt
Depreciation$153,086DepreciationAmt
Book Value$526,274BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,910OtherCostOrOtherBasisAmt
Depreciation$8,784DepreciationAmt
Book Value$6,126BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$97,276OtherCostOrOtherBasisAmt
Depreciation$41,824DepreciationAmt
Book Value$55,452BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$680,352TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$11,946,379TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,387,726NetUnrealizedGainsInvstAmt
Other Revenue$154,399OtherRevenueAmt
Revenue Not Reported$8,542,125RevenueNotReportedAmt
Revenue Subtotal$3,404,254RevenueSubtotalAmt
Investment Expenses Not Incld$92,263InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$92,263RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,496,517TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,912,660TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,912,660ExpensesSubtotalAmt
Investment Expenses Not Incld2$92,263InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$92,263ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,004,923TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:The Foundation holds amounts on behalf of others. The funds are set up by unaffiliated non-profit organizations for their own benefit with the Foundation.
Part V, Line 4:The endowment fund consists of funds that have been established by a gift instrument describing either the general or specific purpose for which grants from the individual funds are to be made. The individual funds have been classified and reported as follows: Discretionary - funds over which the Board has discretionary control and are available for grant making and other purposes. Agency endowment - funds restricted by donors to support specific charitable organizations. Field-of-interest - resources used to support specific areas such as community development, the performing arts, health care, services for the elderly, or programs for youth. Donor advised - resources for which the donors are active participants in the giving process, sharing their insights and preferences with the Foundation's trustees as fund distributions are made. Designated - funds established to suppport a specific community project. Scholarship - resources used to help area students complete their education.
Part XI, Line 2d - Other Adjustments:Change in value of beneficial interest 98,258. Funds transferred from agency 56,141.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
2nd Chance Corporation
1660 100th AvenueLakeviewMI488504635059273$5,788$0Health / rehab
Belding Area Schools
850 Hall StBeldingMI48809386001737$36,344$0General / operating
Camp Newaygo
5333 South Centerline RdNewaygoMI493373861585333$7,500$0Camp services
City of Greenville
411 S LafayetteGreenvilleMI48838386004556$87,000$0Student services
Corewell Health Foundation West Michigan
25 Michigan St NE Suite 4100Grand RapidsMI495033829905743$25,500$0Health / rehab
Education Foundation of Greenville
1414 W Chase RdGreenvilleMI488383829758113$42,375$0Student services
EightCAP Inc
904 Oak DriveGreenvilleMI488383861116523$56,498$0Student services
Feeding America West Michigan
3070 Shaffer Ave SE 108KentwoodMI495123824396593$10,000$0Community improvement
First Congregational Church of Greenville
126 E CassGreenvilleMI488383861227093$33,533$0Religious / spiritual development
First United Methodist Church
204 W Cass StGreenvilleMI488383814749193$20,460$0Religious / spiritual development
For Goodness Sake
406 W South StreetGreenvilleMI488383205768673$11,000$0General / operating
Friends of the Fred Meijer Heartland Trail
PO Box 455EdmoreMI488293831665213$6,000$0General / operating
Greenville Area Senior Center for Senior Citizens
715 S Baldwin StGreenvilleMI488383831456603$20,778$0Renovations
Greenville Mandarin Immersion Boosters
1414 Chase RdGreenvilleMI488383860326043$6,400$0General / operating
Greenville Optimist Club
125 N Lafayette StGreenvilleMI488383819113953$22,603$0Community improvement
Greenville Public Schools
1414 ChaseGreenvilleMI48838386032604$176,413$0Student services
Habitat for Humanity of Montcalm County
124 W Grove StGreenvilleMI488389119148683$30,000$0General / operating
IM SAFE CAC
10260 S Sheridan RdFenwickMI488344725273553$5,606$0Youth services
Lakeview Community Wellness Center
423 S Lincoln AveLakeviewMI488503834532613$11,141$0Health / rehab
Marine Toys For Tots Foundation
8280 Satterlee RdGreenvilleMI488382030214443$10,000$0General / operating
Montcalm Area Reading Council
200 W Judd StGreenvilleMI488383833418673$38,430$0Student services
Montcalm County 4-H Fair Association
8784 Peck RdGreenvilleMI488383817932003$6,000$0General / operating
St Charles Borromeo School
502 S FranklinGreenvilleMI48838381708440$33,628$0General / operating
Young Mens Christian Association of Greater Grand Rapids
475 Lake Michigan Dr NWGrand RapidsMI495043813580583$225,000$0Community improvement
Michigan Center for 21st Century Teaching and Learning
PO Box 41 409 S Bridge StreetBeldingMI488092723250753$20,000$0General / operating
Montcalm Area ISD
618 West Main Street Suite CStantonMI48888381715342$10,000$0Student services
Montcalm Prevention Collaborative
801 West High StGreenvilleMI488388327366053$12,700$0General / operating
Special Olympics Michigan Inc
621 Pineview DrMt PleasantMI488593919646433$23,250$0General / operating
United Way of Greater Central Michigan
524 Mosher Street Suite 400Mt PleasantMI488583819571753$30,359$0General / operating
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org7TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient113RecipientCnt
Cash Grant$343,413CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationGrant agreements or award letters, detailing the Foundation's expectation that funds will be used only for approved purposes, accompany all foundation grants. Most grantees must also demonstrate how grant funds are used through a standard reporting form. Foundation staff use grant reporting forms to track the timeliness and effectiveness/success of grants awarded. This information is then shared with various grant review committees and Trustees of the Board in order to monitor the outcomes of grants awarded and also to improve the grantmaking process.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bPresident/CEO reviews the 990 and a copy is provided to the Board of Trustees prior to filing.
Form 990, Part VI, Section B, line 12cBoard members and employees are required to sign conflict of interestpolicy annually. Board members are asked to abstain from voting on issuesthat are a conflict of interest.
Form 990, Part VI, Section B, line 15aBoard provides review of the President/CEO's performance, and approves anannual salary.
Form 990, Part VI, Section C, line 19Governing documents are available upon request.
Form 990, Part XI, line 9:Change in value of beneficial interest 98,258. Funds transferred to agency fund 56,141.

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