2024-07-29T10:50:53-04:00 2023-12-31 382338815 BOLDREY SENCHUK ROULEAU & WILLIAMS CPAS 117 S STATE AVE ALPENA MI 497072844 990PF 2023-01-01 386071938 BESSER FOUNDATION BESS 9893566613 350 N SECOND AVE 701 ALPENA MI 49707 GARY DAWLEY SECRETARY/TREASURER 9893544722 2024-07-25 true true MARIE F WILLIAMS CPA P00344821 9893569065 2024-07-25 2023 2024-08-08 14:25:15Z X 16429154 X X 430 430 352862 352862 231319 1113094 231319 584611 584611 55520 18874 36646 15350 7675 7675 -60083 -30042 -30042 7000 2380 4620 10610 2662 7948 10 5 5 22038 11249 10792 50445 12803 37644 906056 906056 956501 12803 943700 -371890 571808 276581 258431 258431 14904041 16170723 16170723 5449 5449 27567 19619 15208189 16448773 16429154 2131 978 74656 76787 978 X 15131402 16447795 15131402 16447795 15208189 16448773 15131402 -371890 1688283 16447795 16447795 BLKRCK GLB ALLOC A P 2021-12-17 2023-01-31 675000 781775 -106775 -106775 LORILLARD P 2016-06-06 2023-05-22 100000 100000 231319 7948 7948 7948 26875 26875 18927 18927 false false false false false false false true true MI true false false false false true N/A GARY DAWLEY 9893566613 392 LONG RAPIDS RD ALPENA MI 49707 false false false false true false false false false false false false false false false false false false false false false CHRIS MCCOY 740 S STATE ST ALPENA MI 49707 TRUSTEE 000.00 4360 0 0 GARY DAWLEY 392 LONG RAPIDS RD ALPENA MI 49707 MANAGER 8.00 25000 2125 0 GARY DAWLEY 392 LONG RAPIDS RD ALPENA MI 49707 SECRETARY/TR 1.00 4360 0 0 JAMES C PARK 195 BEAR POINT RD ALPENA MI 49707 PRESIDENT 1.00 4360 0 0 PATRICIA GARDNER 668 E PELHAM RD NE ATLANTA GA 30324 VICE PRESIDE 1.00 4360 0 0 ANN BURTON 8439 COTTAGE AVE PO BOX 653 ALPENA MI 49707 TRUSTEE 1.00 4360 0 0 KIMBERLY PARK 11 BROOKS BEND DRIVE NEW HOPE PA 18938 TRUSTEE 1.00 4360 0 0 PETE WILSON 187 BEAR POINT ROAD ALPENA MI 49707 TRUSTEE 1.00 4360 0 0 NONE NONE N/A 14975319 278059 10000 15263378 15263378 228951 15034427 751721 751721 7948 7948 743773 743773 743773 943700 943700 743773 60219 1006697 252425 150233 373658 1843232 943700 743773 199927 2043159 0 60219 1982940 1006697 252425 150233 373658 199927 GARY DAWLEY 123 N SECOND AVE ALPENA MI 49707 9893544722 REQUESTS SHOULD BE IN WRITING AND INCLUDE PROOF OF 501(C)(3) STATUS. REQUESTS MUST BE RECEIVED BY THE END OF THE FIRST MONTH OF EACH CALENDAR QUARTER TO BE CONSIDERED BY PROGRAMS AND PROJECTS RELATED TO THE WELFARE OF THE CITIZENS OF ALPENA AREA ARE OF PRIMARY CONCERN AND WILL RECEIVE PRIORITY. UNLESS SPECIFICALLY REQUESTED BY A TRUSTEE, THE FOUNDATION WILL NOT CONSIDER GRANT REQUESTS FROM ORGANIZATIONS OUTSIDE OF ALPENA; NOR FOR ENDOWMENT FUNDS, TO DEFRAY MEETING OR CONFERENCE EXPENSES, OR TO PAY FOR TRAVEL OF INDIVIDUALS OR GROUPS. WE WILL NOT RELIEVE ORGANIZATIONS OR THE PUBLIC OF THEIR RESPONSIBILITIES, NOR MAKE GRANTS TO INDIVIDUALS FOR ANY PURPOSE. BOYS & GIRLS CLUB OF ALPENA 601 RIVER STREET ALPENA MI 49707 NONE BUILDING 294000 ALPENA COMMUNITY COLLEGE 665 JOHNSON STREET ALPENA MI 49707 NONE SCHOLARSHIPS 9130 ALPENA PUBLIC SCHOOLS 2373 GORDON RD ALPENA MI 49707 NONE EXCELLENCE IN EDUCATION 45982 CHILD & FAMILY SERVICES 1044 US HWY 23 N ALPENA MI 49707 NONE OPERATING 25000 ALPENA PUBLIC SCHOOLS 2373 GORDON RD ALPENA MI 49707 NONE MINI-GRANTS 20000 BESSER MUSEUM 491 JOHNSON ST ALPENA MI 49707 NONE OPERATING EXPENSES 260000 BOYS & GIRLS CLUB OF ALPENA 601 RIVER ST ALPENA MI 49707 NONE VOLUNTEEN PROGRAM 19000 BOYS & GIRLS CLUB OF ALPENA 601 RIVER ST ALPENA MI 49707 NONE CLUB BIGS PROGRAM 22000 CHILD ADVOCACY CENTER PO BOX 655 ALPENA MI 49707 NONE OPERATIONS 15000 HABITAT FOR HUMANITY 1600 W CHISHOLM ST 2 ALPENA MI 49707 NONE CAMPAIGN & RESTORATION 30000 HOPE SHORES ALLIANCE PO BOX 797 ALPENA MI 49707 NONE DOMESTIC VIOLENCE PROGRAM 18000 AMA EDUCATIONAL SERVICE DISTRICT 2118 US-23 ALPENA MI 49707 NONE PLAYGROUND PROJECT 13500 ALPENA COUNTY POOL 3303 S THIRD AVE ALPENA MI 49707 NONE FEASIBILITY STUDY 20000 BOY SCOUTS OF AMERICA 727 2ND AVE ALPENA MI 49707 NONE SCHOLARSHIP 7500 THUNDER BAY ARTS COUNCIL 127 W CHISHOLM STREET ALPENA MI 49707 NONE OPERATIONS 8956 BESSER MUSEUM 491 JOHNSON STREET ALPENA MI 49707 NONE GALLERY RENOVATION 18042 GIRL SCOUTS OF AMERICA INDIAN RESERVE ROAD ALPENA MI 49707 WOODLAND FACILITY UPGRADE 15000 ASRT IN THE LOFT 109 N 2ND AVE SUITE 300 ALPENA MI 49707 SENSES PROGRAM 4500 COUNCIL OF MICHIGAN FOUNDATIONS 1 S HARBOR DR UNIT 8 GRAND HAVEN MI 49417 OPERATIONS 4000 BESSER MUSEUM 491 JOHNSON ST ALPENA MI 49707 NONE BLDG PROJ INCL HANDICAP ACCESS 56446 906056 430 352862 14 -106775 338094 -106775 691386 584611 3 THE FOUNDATION INVESTS IN STOCKS, BONDS AND SECURITIES 4 TO GENERATE INTEREST, DIVIDENDS, AND CAPITAL GAINS. THE 8 EARNINGS ARE DISBURSED FOR CHARITABLE PURPOSES. false false false false false false false false false false REVIEW, 990PF AND ACCOUNTING 7000 2380 4620 LAPTOP 2014-10-01 942 942 S/L 7.0000 COMPUTERS 2010-12-31 4507 4507 200DB 5.0000 BROKERAGE ACCOUNT FMV 16170723 16170723 OFFICE FURNITURE AND EQUIPMENT 5449 5449 INTEREST RECEIVABLE 692 692 PREPAID FEDERAL EXCISE TAX 26875 18927 EXPENSES INSURANCE 5686 5686 OFFICE SUPPLIES 2117 720 1397 TRAVEL & MEALS - TRUSTEE MEET 12833 4363 8470 POSTAGE & SHIPPING 832 286 549 DUES & SUBSCRIPTIONS 500 170 330 BANK SERVICE CHARGES 70 24 46 UNREALIZED SECURITIES GAIN 1681526 FOREIGN TAXES PAID 2662 TIMING DIFFERENCE - INVESTMENTS 4095 UNFUNDED PENSION LIABILITY 74656 FEDERAL EXCISE TAX PAYABLE EXCISE TAX 7948 7948 FOREIGN TAX PAID - INVESTMENTS 2662 2662