2024-09-26T09:57:01-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 455332078 LAKE TRUST CREDIT UNION FOUNDATION LAKE 8882677200 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS PRESIDENT 8882677200 2024-09-25 1 0 DAVID LOWENTHAL P00378651 2483757100 2024-09-24 2023 2024-08-08 14:25:15Z DAVID SNODGRASS 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 449801 0 X WWW.LAKETRUST.ORG/FOUNDATION X 2012 MI THE LAKE TRUST CREDIT UNION FOUNDATION'S PRIMARY PURPOSE IS TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. 5 0 0 0 0 0 267407 358033 0 0 1298 5839 -7661 11183 261044 375055 265814 179491 0 0 0 0 0 0 0 2956 845 268770 180336 -7726 194719 756165 981382 0 5500 756165 975882 THE LAKE TRUST CREDIT UNION FOUNDATION'S PRIMARY PURPOSE IS TO CREATE HEALTHY AND VIBRANT COMMUNITIES THROUGH EDUCATING, ENGAGING AND GIVING IN THE AREAS OF ECONOMIC EMPOWERMENT AND COMMUNITY ENHANCEMENT. 0 0 98241 97396 THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED COMMUNITY ORGANIZATIONS $81,026, COMMUNITY FOOD BANKS $8,465 AND ASSISTANCE PROGRAMS THROUGHOUT MID-MICHIGAN A TOTAL OF $7,905. THIS WILL HELP TO SUPPORT COMMUNITY DEVELOPMENT AND FAMILIES IN NEED WITH FOOD AND PERSONAL SUPPLIES THROUGHOUT THE YEAR. 52095 52095 LAKE TRUST CREDIT UNION FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHOSE PURPOSE AND CORE VALUE IS TO MAKE A DIFFERENCE BY INVESTING IN COMMUNITY DEVELOPMENT, HEALTH AND THE ARTS, CREATING VIBRANT NEIGHBORHOODS, A STRONGER MICHIGAN, AND A BETTER WORLD. SPECIFICALLY, THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED FIVE GRANTS TOTALING $52,095. THIS WAS PROVIDED TO ASSIST WITH VARIOUS PROGRAMS IN MICHIGAN FOR HOUSING, INVESTING, AND TEEN PROGRAMS. 30000 30000 THE LAKE TRUST CREDIT UNION FOUNDATION AWARDED FOUR GRADUATING MICHIGAN HIGH SCHOOL SENIORS A VARYING DOLLAR AMOUNT SCHOLARSHIP TOTALING $30,000 TO ATTEND A MICHIGAN UNIVERSITY, COLLEGE OR VOCATIONAL SCHOOL. 180336 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 MI X RONALD REARDON 5172677355 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 DAVID SNODGRASS BOARD OF DIRECTORS, PRESIDENT 0.50 40.00 X X 0 963485 356617 RAYNOR ZILLGITT BOARD OF DIRECTORS, SECRETARY 0.50 40.00 X X 0 263358 31806 BRANDALYNN WINCHESTER-MIDDLEBROOK BOARD OF DIRECTORS, TREASURER 2.00 40.00 X X 0 227590 20966 THERESA DUBIEL BOARD OF DIRECTORS 0.50 40.00 X 0 227774 20851 LINDA DOUGLAS BOARD OF DIRECTORS 0.50 40.00 X 0 194047 33517 0 1876254 463757 0 0 1 0 0 261880 50000 46153 358033 5839 5839 45729 261880 61088 -15359 -15359 40200 13658 26542 26542 375055 0 0 17022 141586 141586 37905 37905 MISCELLANEOUS 520 520 SUPPLIES 325 325 180336 180336 0 0 755890 980382 275 1000 756165 981382 5500 0 5500 X 726883 942885 29282 32997 756165 975882 756165 981382 194719 24998 0 X 0 1 X 1 0 X 200600 244704 350041 267407 358033 1420785 200600 244704 350041 267407 358033 1420785 818510 602275 103 1298 5839 7240 1428025 262572 0.42180 0.40350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 483797 95084 13658 108742 375055 0 375055 289078 95084 13658 108742 180336 0 180336 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 13,658. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 13,658. GOLF OUTING 307609 261880 45729 0 6358 41787 0 300 12643 307609 261880 45729 6358 41787 300 12643 61088 -15359 40200 12441 1217 1 1.00000 40200 12441 1217 13658 26542 MI 1 0 0 0 1.00000 RONALD REARDON 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 0 0 1 UNIVERISITY OF MICHIGAN IMPACT INVESTING GROUP 701 TAPPAN AVE ANN ARBOR MI 48109 834669375 501(C)(3) 12500 0 GRANT FUNDS SHALL BE USED TO EXPAND THE MICROLOAN FUND TO PROVIDE LOANS TO SMALL BUSINESS OWNERS. LOVE FOR A CHILD INC 34 MECHANIC ST OXFORD MI 483714950 475067383 501(C)(3) 12000 0 COMMUNITY AID THE PINK FUND 30300 TELEGRAPH RD STE 230 BINGHAM FARMS MI 48025 450544575 501(C)(3) 12000 0 COMMUNITY AID COMMUNITY HOUSING NETWORK INC 5505 CORPORATE DR STE 300 TROY MI 48098 383372734 501(C)(3) 12000 0 COMMUNITY AID SPARTAN STRONG 535 CHESTNUT ROAD ROOM 300 EAST LANSING MI 48824 386005984 GOV 6927 0 COMMUNITY AID OPERATION WARM INC 50 APPLIFED BANK BOULEVARD SUITE 20 GLEN MILLS PA 19342 383663310 501(C)(3) 20000 0 COMMUNITY AID SCHOLASTIC BOOK FAIR 80 PARK PLAZA 21ST FLOOR NEWARK NJ 07102 061661589 21121 0 COMMUNITY AID 6 1 FOUNDATION SCHOLARSHIP 4 30000 PART I, LINE 2: THE LAKE TRUST FOUNDATION ACCEPTS REQUESTS FOR GRANT AND PROGRAM SUPPORT THROUGH AN APPLICATION VIA OUR WEB SITE AT HTTPS://LAKETRUST.ORG/FOUNDATION/. REQUIREMENTS AND ELIGIBILITY FOR REQUESTING SUPPORT IS AVAILABLE ON THE WEBSITE DURING THE PROGRAM OR GRANT REQUEST PERIOD. 0 1 0 0 0 0 0 0 0 DAVID SNODGRASS BOARD OF DIRECTORS, PRESIDENT 0 753385 0 184000 0 26100 0 335130 0 21487 0 1320102 0 0 RAYNOR ZILLGITT BOARD OF DIRECTORS, SECRETARY 0 252034 0 10424 0 900 0 13371 0 18435 0 295164 0 0 THERESA DUBIEL BOARD OF DIRECTORS 0 217515 0 8809 0 1450 0 11433 0 9418 0 248625 0 0 BRANDALYNN WINCHESTER-MIDDLEBROOK BOARD OF DIRECTORS, TREASURER 0 217776 0 8914 0 900 0 11548 0 9418 0 248556 0 0 LINDA DOUGLAS BOARD OF DIRECTORS 0 185598 0 7849 0 600 0 10104 0 23413 0 227564 0 0 PART I, LINE 4B DAVID SNODGRASS PARTICIPATED IN A SPLIT DOLLAR COLLATERAL INSURANCE SUPPLEMENTAL RETIREMENT PLAN BUT DID NOT RECEIVE A DISTRIBUTION OR HAVE AN AMOUNT VEST IN THE PLAN. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY FOUNDATION PRESIDENT, FOUNDATION TREASURER, LAKE TRUST EVP CHIEF FINANCIAL OFFICER, LAKE TRUST CU AVP ACCOUNTING, AND LAKE TRUST CU ACCOUNTANT III. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CREDIT UNIONS CHARTERED IN THE STATE OF MI 222 LAKE TRUST CREDIT UNION 4605 S OLD US HIGHWAY 23 BRIGHTON MI 48114 381250516 CREDIT UNION MI 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKE TRUST CREDIT UNION C 50000 CASH PAYMENT