2026-08-24T08:24:02-05:00 2026-03-31 383635706 REHMANN ROBSON LLC 555 MICHIGAN STREET PETOSKEY MI 49770 990 2025-04-01 383032185 PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION PETO 2313485820 1349 US-131 A PETOSKEY MI 49770 DAVID JONES EXECUTIVE DIRECTOR 2313485820 2026-08-21 1 HYANGSOOK P OSTRANDER CPA P01294224 2313475555 2026-08-21 2025 2025-03-06 01:10:19Z DAVID JONES 1349 US-131 A PETOSKEY MI 49770 84208975 0 X WWW.PHSACF.ORG X 1991 MI THE COMMUNITY FOUNDATION IS MADE UP OF AN EVER-GROWING FAMILY OF FUNDS. EACH ONE IS ESTABLISHED BY AN INDIVIDUAL, FAMILY, OR ORGANIZATION TO CARRY OUT CHARITABLE WORKS AND LEAVE A LASTING LEGACY. 15 15 8 15 0 0 6032350 7959237 0 0 2992210 7966354 49817 63102 9074377 15988693 7005749 5294420 0 0 523715 594254 0 0 137657 376520 441123 7905984 6329797 1168393 9658896 61985629 70208539 12323350 12015603 49662279 58192936 X TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE IN EMMET COUNTY BY CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING A PERMANENT SOURCE OF CHARITABLE FUNDS, ADDRESSING A BROAD RANGE OF COMMUNITY ISSUES THROUGH GRANTMAKING, AND CHAMPIONING PHILANTHROPY. 0 0 5584438 5294420 THE COMMUNITY FOUNDATION MAKES GRANTS FOR CHARITABLE PURPOSES TO VARIOUS 501(C)(3) AND GOVERNMENT ORGANIZATIONS IN THE FOLLOWING AREAS: ARTS AND CULTURE, EDUCATION, ENVIRONMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH, HUMAN SERVICES, RECREATION, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT. ALL GRANT RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. DONOR ADVISED FUNDS RECOMMENDED 894 GRANTS TO SUPPORT ORGANIZATIONS THEY VALUE. THE UNRESTRICTED FUND'S DISTRIBUTION COMMITTEE AND THE YOUTH FUND'S YOUTH ADVISORY COMMITTEE RECOMMENDED 47 GRANTS TO ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF EMMET COUNTY RESIDENTS. THE ADVISORY COMMITTEE FOR FIELD OF INTEREST FUNDS, INCLUDING FUNDS SUPPORTING SENIORS, CHILDREN, HOUSING OR THE ENVIRONMENT, RECOMMENDED 118 GRANTS TO ORGANIZATIONS IN CORRESPONDING FIELDS. THE SCHOLARSHIP COMMITTEE RECOMMENDED VARIOUS SCHOLARSHIP AWARDS OF 56 GRANTS TO LOCAL STUDENTS WHO ARE PURSUING EDUCATION BEYOND HIGH SCHOOL. A TOTAL OF 1,293 GRANTS WERE AWARDED FROM COMMUNITY FOUNDATION FUNDS DURING THIS TIME PERIOD TO IMPROVE AND ENRICH LIFE IN EMMET COUNTY. 5584438 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 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 1 12 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X DAVID JONES 2313485820 1349 US-131 SUITE A PETOSKEY MI 49770 JANET M MANCINELLI TRUSTEE 1.00 X 0 0 0 ROBERT E KEEDY TRUSTEE 1.00 X 0 0 0 MARY E RAPIN TRUSTEE 1.00 X 0 0 0 CLAIRE FORSTER TRUSTEE 1.00 X 0 0 0 JENNIFER H ATTIE TRUSTEE 1.00 X 0 0 0 EMERSON J MEYER TRUSTEE 1.00 X 0 0 0 COURTNEY FONT TRUSTEE 1.00 X 0 0 0 WILLIAM HENAGAN TRUSTEE 1.00 X 0 0 0 DOUG LARSON TRUSTEE 1.00 X 0 0 0 AVERY R SEARS TRUSTEE 1.00 X 0 0 0 TRENT STARK TRUSTEE 1.00 X 0 0 0 DANA F ANDREWS PRESIDENT 3.00 X X 0 0 0 STEVEN L BOECKMAN VICE PRESIDENT 3.00 X X 0 0 0 MELISSA A NGUYEN TREASURER 4.00 X X 0 0 0 SARAH L SHUMAN SECRETARY 3.00 X X 0 0 0 DAVID JONES EXECUTIVE DIRECTOR 40.00 X 129363 0 10418 129363 0 10418 1 0 0 0 0 7959237 2758898 7959237 4610705 4610705 71575931 68220282 3355649 3355649 3355649 ADMINISTRATIVE FEE INCOME 523940 63102 63102 63102 15988693 0 0 8029456 5208670 5208670 85750 85750 123750 12375 24750 86625 346049 118712 227337 34765 9833 20172 4760 51772 41222 10550 37918 10580 20346 6992 2866 2866 18612 18612 58826 58826 3489 2100 1389 18059 9272 8787 83027 83027 75080 75080 11684 1420 3964 6300 31359 4533 15258 11568 1333 1333 8495 8495 CFRM EXPENSE 86735 86735 DUES 13457 13457 PRINTING AND PUBLICATIO 6582 6582 PUBLIC RELATIONS 4654 4654 16865 4608 12257 6329797 5584438 607702 137657 -82567 1757 7084444 8186886 253264 0 27030 27030 54949 42057 10725 12892 54095120 61256935 597613 723039 61985629 70208539 -8207 2267 128511 5924 86735 0 12116311 12007412 12323350 12015603 X 28359347 10401171 21302932 47791765 49662279 58192936 61985629 70208539 X 9658896 647483 -1775722 X X 0 1 X 1 0 X 3406197 6484289 6685954 6032350 7959237 30568027 3406197 6484289 6685954 6032350 7959237 30568027 8372456 22195571 1273921 911468 1138233 1380593 4610705 9314920 44342 47026 49678 61094 63102 265242 40148189 0.55280 0.60080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105 72 5119348 278651 5725773 564911 26133103 5264829 1 1 35112051 601501 5958706 1087635 822931 39761692 34474039 1141055 1540008 1390985 652066 35112051 30529263 895719 5188943 1504721 635165 34474039 34130770 736810 -2376659 1337931 623727 30529263 34963287 577656 693028 1536456 566745 34130770 0 0 17797 14530 3267 37152 27527 9625 12892 FUNDS HELD AS AGENCY ENDOWMENTS 11627648 DISC OBLIG - CHARITABLE GIFT ANNUIT 128438 LEASE LIABILITY 251326 12007412 14742148 647483 -58826 588657 14153491 1835202 1835202 15988693 6211491 -59480 -59480 6270971 58826 58826 6329797 PART V, LINE 4: THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE USED TO ADDRESS A BROAD RANGE OF COMMUNITY NEEDS. THE ENDOWMENT FUNDS ARE A RESERVOIR OF CHARITABLE CAPITAL THAT GO ON GIVING YEAR AFTER YEAR TO IMPROVE THE COMMUNITY. THE ENDOWMENT FUNDS ARE INVESTED, AND INVESTMENT INCOME FROM THE FUNDS IS USED ANNUALLY FOR GRANTS TO SUPPORT A BROAD RANGE OF COMMUNITY PROGRAMS THAT IMPACT THE LIVES OF INDIVIDUALS AND FAMILIES FROM ALL WALKS OF LIFE. EACH ENDOWMENT FUND IS ESTABLISHED WITH THE DONOR INTENT AND CHARITABLE PURPOSES IN MIND. THERE ARE SEVERAL CATEGORIES OF FUNDS WITHIN THE COMMUNITY FOUNDATION. THEY ARE UNRESTRICTED FUNDS, DONOR ADVISED FUNDS, FIELD OF INTEREST FUNDS, DESIGNATED AGENCY FUNDS, SCHOLARSHIP FUNDS, GIVING CIRCLE FUNDS, AND SPECIAL PROJECT FUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -58,826. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY ENDOWMENT GIFT AND INCOME ACTIVITY 1,811,141. CHANGE IN VALUE OF ANNUITIES 24,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: AGENCY ENDOWMENT GRANT AND EXPENSES ACTIVITY -59,480. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 58,826. 1 ALANSON PUBLIC SCHOOL 7400 NORTH STREET ALANSON MI 49706 386001174 501(C)1 55000 0 AVIATION FLIGHT PROGRAM, TO SUPPORT THE COMFORT SERVICE ANIMAL PROJECT ANN'S NEST PO BOX 104 HARBOR SPRINGS MI 49740 992599075 501(C)3 12000 0 DEVELOPMENT OF A SITE ENGINEERING PLAN BAY BLUFFS - EMMET COUNTY MEDICAL CARE FACILITY 750 EAST MAIN STREET HARBOR SPRINGS MI 49740 383640112 501(C)3 37257 0 SUPPORT TO OFFSET EXPENSES INCURRED BY THE PURCHASE OF FURNISHINGS AND FIXTURES FOR THE HILAND SUITES AND APPLEBLOSSOM COMMUNITY DINING ROOM AND COMMON AREA, FURNISHINGS AND FIXTURES FOR THREE NEW SUITES, 2025 ANNUAL ALLOCATION BAY VIEW ASSOCIATION PO BOX 583 PETOSKEY MI 49770 380333680 501(C)3 54245 0 BAY VIEW ASSOCIATION STORM DAMAGE RECOVERY, 150TH JUBILEE FUND, GENERAL SUPPORT, 2025 ALLOCATION REQUEST, SPRING 2025 GRANT CYCLE - EXPANDING ACCESS TO BAY VIEWS AMERICAN SPIRITUALS INTENSIVE AND RAGTIME PRODUCTION BIG WATER CREATIVE ARTS INC PO BOX 124 PETOSKEY MI 49770 811815580 501(C)3 12743 0 SPRING 2025 GRANT CYCLE - BUILDING BIG WATER CREATIVE ARTS FUTURE BLACKBIRD CHILD CARE CENTER 421 E LAKE STREET HARBOR SPRINGS MI 49740 386001172 501(C)1 5600 0 SPRING 2025 GRANT CYCLE - GARDEN AND NATURAL PLAY SPACE BOY SCOUTS TROOP #5 PO BOX 2101 PETOSKEY MI 49770 381784822 501(C)3 120000 0 GENERAL SUPPORT, REGISTRATION SCHOLARSHIP AND TRAILER REPAIR, EAGLE PROJECT SPONSOR CAMP DAGGETT 03001 CHURCH ROAD PETOSKEY MI 49770 381617980 501(C)3 40671 0 FALL 2025 GRANT CYCLE - CAMP DAGGETT DAY CAMP: OUTDOOR PAVILION, 2025 ANNUAL ALLOCATION, GENERAL SUPPORT, CAMP DAGGETT FROG POND RESTORATION CASS COMMUNITY SOCIAL SERVICES 11745 ROSA PARKS BLVD DETROIT MI 48206 383429921 501(C)3 10000 0 GENERAL SUPPORT CATALYTIC ART & MEDIA 825 FOUNTAIN ST ANN ARBOR MI 48103 832162563 501(C)3 30000 0 2025 PROGRAM PER PROPOSAL OF 8/14/2025 CENTRAL MICHIGAN UNIVERSITY PUBLIC BROADCASTING 1999 E CAMPUS DR MOUNT PLEASANT MI 488592029 386004447 501(C)3 10877 0 SUPPORT FOR PUBLIC BROADCASTING CHARLEVOIX AREA COMMUNITY POOL 11905 US 31 N CHARLEVOIX MI 49720 383219489 501(C)3 6000 0 SPRING 2025 GRANT CYCLE - CRITICAL MECHANICAL INVESTMENTS IN CHARLEVOIX AREA COMMUNITY POOL COMMUNITY HOMES INC 3925 ROCHESTER RD ROYAL OAK MI 48073 382442660 501(C)3 8100 0 SUPPORT THE MISSION OF COMMUNITY HOMES FROM THE CASASANTA FAMILY CONSERVATION RESOURCE ALLIANCE 10850 E TRAVERSE HWY STE 1180 TRAVERSE CITY MI 49684 382181915 501(C)3 30000 0 MAPLE RIVER RECOVERY - LARGE WOOD CROOKED TREE ARTS COUNCIL INC 461 E MITCHELL ST PETOSKEY MI 49770 237187264 501(C)3 67000 0 FALL 2025 GRANT CYCLE - CTAC'S SCHOOL OF BALLET PRESENTS DANCE LEGENDS: LITTLE TRAVERSE BAY CELEBRATES GRAHAM100, SUPPORT THE MISSION OF CTAC FOR FUNDING THE FOLLOWING PROGRAMS: 1. ADULTS WITH DISABILITIES (WEDNESDAY) 2. DROP-IN ART CLASS (SATURDAY) PROVIDED BY DAN & LINDA CASASANTA FAMILY FUND, SPRING 2025 GRANT CYCLE - THE ART OF WELLBEING - CREATIVITY, CONNECTION & COMMUNITY, $4,000 SCHOOL OF BALLET; $2,000 CHILDREN'S PROGRAMS, NEW YEARS EVE CROSS OF CHRIST LUTHERAN CHURCH 1450 EAST MITCHELL ROAD PETOSKEY MI 49770 382136316 501(C)3 12000 0 FALL 2025 GRANT CYCLE - COMMUNITY PAPER PANTRY DETROIT ZOO 8450 W 10 MILE ROAD ROYAL OAK MI 48067 386027356 501(C)3 15000 0 GENERAL SUPPORT EDUCATIONAL FOUNDATION FOR MANCELONA SCHOOLS PO BOX 586 MANCELONA MI 49659 383742366 501(C)3 7500 0 2025 ANNUAL ALLOCATION EMMANUEL EPISCOPAL CHURCH 1020 E MITCHELL ST PETOSKEY MI 49770 382307700 501(C)3 45219 0 2025 ANNUAL ALLOCATION EMMET-CHARLEVOIX COUNTY FAIR BOARD PO BOX 496 PETOSKEY MI 49770 386004848 501(C)3 10000 0 GENERAL SPONSOR EMMET CONSERVATION DISTRICT 3434 HARBOR PETOSKEY RD SUITE E HARBOR SPRINGS MI 49740 382195132 501(C)3 15000 0 GENERAL SUPPORT EMMET COUNTY MICHIGAN STATE UNIVERSITY EXTENSION 3434 HARBOR-PETOSKEY RD HARBOR SPRINGS MI 49740 386005984 501(C)3 10825 0 FALL 2025 GRANT CYCLE - ELEVATING ENGAGEMENT ACROSS EMMET EMMET COUNTY RECYCLING 736 PLEASANTVIEW ROAD HARBOR SPRINGS MI 49740 386004848 501(C)3 10000 0 TREE DEBRIS AND BRUSH GRINDING SERVICES FIRST PRESBYTERIAN CHURCH OF HARBOR SPRINGS 7940 CEMETERY ROAD HARBOR SPRINGS MI 49740 386120603 501(C)3 36605 0 ALLOCATION REQUEST FIRST PRESBYTERIAN CHURCH OF PETOSKEY 501 E MITCHELL ST PETOSKEY MI 49770 386098294 501(C)3 12700 0 GENERAL SUPPORT FIRST TEE - NORTHERN MICHIGAN PO BOX 613 HARBOR SPRINGS MI 49740 743149490 501(C)3 15000 0 HARBOR CUP FUND DONATION - TEAM BOYNE, GENERAL FUND 2,500 SCHOLARSHIP FUND 2,500 FRESHWATER FUTURE PO BOX 2479 PETOSKEY MI 49770 205693503 501(C)3 312750 0 FALL 2025 GRANT CYCLE - DEVELOPMENT OF A PETOSKEY WATER AFFORDABILITY PLAN: HELPING LOW-INCOME RESIDENTS AND WATER UTILITY, TECHINCAL ASSISTANCE TO BOOST GREAT LAKES COMMUNICATION, WATER IS LIFE FESTIVAL FRIENDSHIP CENTERS OF EMMET COUNTY 1322 ANDERSON RD PETOSKEY MI 497709256 237000317 501(C)3 38352 0 2025 ANNUAL ALLOCATION, INDEPENDENCE AND DIGNITY PROGRAM FUNDS FRIENDS OF THE CHILDREN'S CREATIVE CENTER TRUST FUND 1600 PAULINE BOULEVARD ANN ARBOR MI 48105 456383792 501(C)3 50000 0 UNRESTRICTED GAYLORD EVANGELICAL FREE CHURCH 1649 E M 32 GAYLORD MI 49735 382126356 501(C)3 10000 0 IN-GATHERING DONATION FOR SPECIAL PROJECTS AT GAYLORD EV FREE CHURCH GENESIS CHURCH 1124 NORTHMEN DRIVE PETOSKEY MI 49770 270108468 501(C)3 10000 0 NEHEMIAH HOUSE PROJECT SUPPORT TO HELP FUND HOTELS FOR OVERFLOW GUESTS. GOLF ASSOCIATION OF MICHIGAN FOUNDATION 39255 COUNTRY CLUB DR SUITE B-40 FARMINGTON HILLS MI 48331 472118531 501(C)3 30000 0 $5,000 FERRIS STATE UNIV SCHOLARSHIPS; $15,000 GREATEST NEED, GENERAL FUND 6,000SE TO BE DIRECTED TO THE FERRIS STATE UNIVERSITY PROFESSIONAL GOLF MANAGEMENT PROGRAM. MICHIGAN COMMUNITY FOUNDATION 4,000 GOOD HART ARTIST RESIDENCY 910 N LAMKIN RD HARBOR SPRINGS MI 49740 822733769 501(C)3 65000 0 2025 STRATEGIC PLAN, SPRING 2025 GRANT CYCLE - TUNNEL OF TREES ART TRAIL GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DRIVE BAY HARBOR MI 497708531 464121514 501(C)3 65000 0 JERSEY BOYS SPONSOR, GENERAL SUPPORT, DOROTHY GERBER STRINGS PROGRAM FREE SCHOOL BASED CLASSES IN EMMET COUNTY SCHOOLS GREAT LAKES CHAMBER ORCHESTRA 219 E LAKE STREET PETOSKEY MI 49770 300084912 501(C)3 31000 0 FALL 2025 GRANT CYCLE - A NEW ALL-INCLUSIVE HOLIDAY TRADITION: FAMILY HOLIDAY POPS, SPRING 2025 GRANT CYCLE - THE WORK THAT CAUSED A RIOT: RITE OF SPRING COMES TO NORTHERN MICHIGAN!, JUNE CONCERT: DEOS BALLET RITE OF SPRING EVENT GREAT START COLLABORATIVECHAR-EM ISD CHAR-EM ISD -- ATTN LISA KROSNICKI 08568 MERCER BLVD CHARLEVOIX MI 49720 382027389 501(C)3 17150 0 PER SAVANAH COOL'S REQUEST, SPRING 2025 GRANT CYCLE - GREAT START PRESCHOOL SCHOLARSHIP PROJECT HARBOR SPRINGS AREA HISTORICAL SOCIETY 349 E MAIN STREET PO BOX 812 HARBOR SPRINGS MI 49740 382934124 501(C)3 6000 0 SPRINGS 2025 GRANT CYCLE - THE SHAY LOCOMOTIVE INTERPRETIVE PANELS HARBOR SPRINGS COMMUNITY FOOD PANTRY PO BOX 23 HARBOR SPRINGS MI 497400023 205420180 501(C)3 20000 0 ANNUAL FUND, FOOD REPLACEMENT, SUPPORT TO PURCHASE FOOD FOR NEIGHBORS IN NEED, FALL 2025 GRANT CYCLE - PANTRY FREEZER/REFRIGERATOR REPLACEMENT. HARBOR SPRINGS FESTIVAL OF THE BOOK 160 STATE ST PO BOX 766 HARBOR SPRINGS MI 497400766 471729627 501(C)3 10000 0 CHILDREN BOOKS HARBOR SPRINGS POP WARNER 2728 E LAKE ST HARBOR SPRINGS MI 49740 231582287 501(C)3 9500 0 FALL 2025 GRANT CYCLE - HARBOR SPRINGS POP WARNER HARBOR SPRINGS RAM BOOSTERS PO BOX 331 HARBOR SPRINGS MI 49740 371844078 501(C)3 8000 0 FOR THE HS VARSITY BASEBALL TEAM. THE FUNDS ARE TO BE USED FOR THE PURPOSE OF A PORTABLE BATTING CAGE AND ANY REMAINING FUNDS IS FOR ADDITIONAL BASEBALL EQUIPMENT NEEDS. HEALTH DEPARTMENT OF NORTHWEST MICHIGAN 220 W GARFIELD AVE CHARLEVOIX MI 49720 300168590 501(C)1 12830 0 FALL 2025 GRANT CYCLE - BOTVIN LIFESKILLS TRAINING AT PETOSKEY MIDDLE SCHOOL & MIDDLE SCHOOL PREVENTION ASSEMBLIES, PILOT FOR ADDING & TRAINING EMERGENCY PREPAREDNESS STRIKE TEAM HOSPICE OF MICHIGAN INC 199 LONG RAPIDS RD ALPENA MI 49707 382255529 501(C)3 7000 0 FALL 2025 GRANT CYCLE - JO ELYN NYMAN ANCHORS PROGRAMS FOR CHILDREN HOUSE N2 HOME PO BOX130993 ANN ARBOR MI 48113 845085645 501(C)3 30000 0 GRANT TO SUPPORT 2026 OPERATING BUDGET IMMIGRATION LAW & JUSTICE MICHIGAN 207 FULTON ST E GRAND RAPIDS MI 495033278 822680614 501(C)3 20000 0 GENERAL SUPPORT JEWISH FAMILY SERVICES OF WASHTENAW COUNTY 2245 S STATE STREET ANN ARBOR MI 48104 412147486 501(C)3 30000 0 TO SUPPORT PHASE I OF JFS MICROLENDING INITIATIVES JUNIOR ACHIEVEMENT OF NORTHERN MICHIGAN 4090 LAKE DR SE GRAND RAPIDS MI 49546 381557861 501(C)3 9250 0 FALL 2025 GRANT CYCLE - EMPOWERING EMMET COUNTY YOUTH FOR FUTURE SUCCESS KNIGHTS OF COLUMBUS - COUNCIL 923 1106 CHARLEVOIX AVE PETOSKEY MI 49770 237542924 501(C)3 32000 0 DECK AND PATIO PROJECT AT GRAND UNITY CENTER LITTLEFIELD TOWNSHIP PO BOX 188 ALANSON MI 49706 382063847 501(C)1 15000 0 FALL 2025 GRANT CYCLE - PURCHASE OF FIRE HOSES FOR THE LITTLEFIELD-ALANSON FIRE DEPARTMENT LITTLE TRAVERSE BAY BANDS OF ODAWA INDIANS - ADMINISTRATION ACCOUNTING DEPARTMENT 7500 ODAWA CIRCLE HARBOR SPRINGS MI 49740 383236295 501(C)3 80075 0 LTBB QUAGGA MUSSEL DENSITY DATA PROJECT, FALL 2025 GRANT CYCLE - NM (LAKE STURGEON) IN THE CLASSROOM PROJECT LITTLE TRAVERSE BAY HUMANE SOCIETY 1300 WEST CONWAY ROAD HARBOR SPRINGS MI 49740 381384441 501(C)3 11050 0 STORM EMERGENCY RESPONSE, 2025 ANNUAL ALLOCATION LITTLE TRAVERSE CHORAL SOCIETY 7901 EAGLE NEST CIR CHARLEVOIX MI 49720 382867108 501(C)3 10000 0 SPRING 2025 GRANT CYCLE - MUSICAL REFLECTIONS: CHANGING SEASONS, FALL 2025 GRANT CYCLE - BECOMING AMERICANS: CELEBRATING 250 YEARS OF PERSISTENCE LITTLE TRAVERSE CIVIC THEATRE 461 EAST MITCHELL STREET PETOSKEY MI 49770 382397882 501(C)3 30125 0 GENERAL SUPPORT LITTLE TRAVERSE CONSERVANCY 3264 POWELL RD HARBOR SPRINGS MI 49740 237267810 501(C)3 169705 0 RESTORATION AND RECOVERY OF CONSERVANCY TRAILS DUE TO ICE STORM, RETIREMETN OF THE LAND AND WATER EDUCATION FUND, RESTRICTED FOR FARMLAND CONSERVATION INITIATIVE LITTLE TRAVERSE SAILORS PO BOX 583 HARBOR SPRINGS MI 49740 381982686 501(C)3 5113 0 FALL 2025 GRANT CYCLE - NORTH OF THE 45TH PARALLEL MANNA FOOD PROJECT 8791 MCBRIDE PARK COURT HARBOR SPRINGS MI 49740 382764533 501(C)3 299114 0 GENERAL SUPPORT, FOOD 4 KIDS BACKPACK PROGRAM, WINTER STORM RELIEF MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVENUE PETOSKEY MI 49770 382445611 501(C)3 146275 0 GENERAL SUPPORT, CAPITAL CAMPAIGN, C-ARM FOR ORTHOPEDICS, 2025 HARVESTING HEALTH PROGRAM, CARDIAC CATHLAB, LUCAS DEVICE, FRIENDS OF THE HOSPITAL ANNUAL SUPPORT, 2025 EMERGENCY RADIO SYSTEM. MICHIGAN STATE UNIVERSITY-ELI BROAD COLLEGE OF BUSINESS 632 BOGUE ST N505 EAST LANSING MI 48824 386005984 501(C)3 6000 0 JULIE FASONE HOLDER AND JOHN HOLDER SCHOLARSHIP MICHIGAN TECHNOLOGICAL UNIVERSITY ATTN ERIC HALONEN 1400 TOWNSEND DRIVE HOUGHTON MI 49931 381554664 501(C)3 20000 0 DONATION TO SUPPORT THE DAVID AND JOY MCBRIDE ENDOWED FACULTY FELLOW IN THE COLLEGE OF BUSINESS MIDLAND AREA COMMUNITY FOUNDATION 76 ASHMAN CIRCLE MIDLAND MI 48640 382023395 501(C)3 10000 0 TOM HOLDER GOLF SCHOLARSHIP FUND #692 NCMC FOUNDATION 1515 HOWARD ST PETOSKEY MI 49770 382910328 501(C)3 188500 0 SUPPORT OF THE CAREER AND TECHNICAL EDUCATION ENHANCEMENT (CATEE) PROJECT, CHILDCARE INITIATIVE, JEWEL PROGRAM ANNUAL GIFT, FAST TRACK SCHOLARSHIPS, RESTORING THE STORMWATER WETLANDS AT NORTH CENTRAL. NEHEMIAH PROJECT 36 BRIDGE ST PETOSKEY MI 497702907 383026718 501(C)3 25000 0 GENERAL SUPPORT NEW DAY FOUNDATION FOR FAMILIES 245 BARCLAY CIRCLE SUITE 300 ROCHESTER HILLS MI 48307 260609040 501(C)3 7371 0 SPRING 2025 GRANT CYCLE - CANCER SUPPORT SERVICES FOR EMMET COUNTY RESIDENTS NORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION 1048 E MAIN ST PO BOX 86 BOYNE CITY MI 49712 383395829 501(C)3 40000 0 NEW HOME-829 N TRAVERSE STREET WITH HARBOR AREA RESIDENTIAL TRUST(HART) A PROGRAM OF NORTHERN HOMES. NORTHERN INITIATIVES 101 W WASHINGTON STE 9 MARQUETTE MI 49855 473130767 501(C)3 10000 0 FALL 2025 GRANT CYCLE - SUPPORT THE START AND GROWTH OF SMALL BUSINESSES IN EMMET COUNTY NORTHERN MICHIGAN EQUINE THERAPY 5025 CHURCH STREET BOYNE CITY MI 49712 300838013 501(C)3 20000 0 GENERAL SUPPORT NORTHMEN DEN YOUTH PANTRIES INC PO BOX 2085 PETOSKEY MI 49770 862073121 501(C)3 55050 0 ADDITIONAL EMERGENCY FOOD FOR 2ND DAYS UNTIL THE END OF SCHOOL YEAR (5 WEEKS) FOR 8 YOUTH PANTRIES, GENERAL SUPPORT, MARQUEE SPONSOR FOR ADULT PROM. NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY 2240 MITCHEL PARK DR SUITE A PETOSKEY MI 49770 382027389 501(C)3 20000 0 NMCAA ICE STORM HOME REPAIR FUND NORTHWEST MICHIGAN HABITAT FOR HUMANITY 1840 M 119 UNIT 1 PETOSKEY MI 49770 382971056 501(C)3 238525 0 SUPPORT FOR LAND PURCHASE, AFFORDABLE HOMEOWNERSHIP IN MEADOWLANDS, SUPPORT FOR PREDEVELOPMENT EXPENSES OF THE BAY SHORE PROJECT, GENERAL SUPPORT, CREATING LIFELONG HOUSING STABILITY FOR NINE MORE HOUSEHOLDS, STORM RECOVERY FOR HABITAT FOR HUMANITY. ODEN COMMUNITY ASSOCIATION PO BOX 217 ODEN MI 49764 386095981 501(C)3 33026 0 TEMPLE BALLFIELD PROJECT PELLSTON PUBLIC SCHOOLS 172 N PARK ST PELLSTON MI 497699400 386001178 501(C)1 15000 0 PELLSTON PUBLIC SCHOOL SCHOOL SIGNAGE, SUPPORT TO TEACHERS FOR CLASSROOM AND EDUCATIONAL SUPPLIES. PETOSKEY AREA GARDEN CLUB INC PO BOX 746 PETOSKEY MI 49770 382168885 501(C)3 15000 0 ALLOCATION REQUEST FROM PETOSKEY AREA GARDEN CLUB PETOSKEY MONTESSORI CHILDREN'S HOUSE 1560 E MITCHELL RD PETOSKEY MI 49770 351269818 501(C)3 24000 0 SPRING 2025 GRANT CYCLE - YOUNG CHILDREN'S COMMUNITY PLAYGROUND, FALL 2025 GRANT CYCLE - PETOSKEY MONTESSORI OUTDOOR EXPANSION PGA REACH MICHIGAN PO BOX 4399 EAST LANSING MI 48826 382432039 501(C)3 15000 0 HARBOR CUP FUND DONATION - BOYNE GOLF PLANNED PARENTHOOD OF MICHIGAN 1003 SPRING ST PETOSKEY MI 49770 381707521 501(C)3 30807 0 2025 ANNUAL ALLOCATION POPPS PACKING 12138 ST AUBIN ST HAMTRAMCK MI 48212 471339566 501(C)3 25000 0 FOR ONE YEAR, $1,000/MONTH FOR RESIDENT ARTIST FOR ARTIST-RELATED EXPENSES. THE REMAINDER FOR OPERATIONAL SUPPORT PER THE PROPOSED. CAMP CARPENTER SUPPORT POWER BOOK BAGS PO BOX 533 SUTTONS BAY MI 49682 812406342 501(C)3 7650 0 FALL 2025 GRANT CYCLE - LITTLE LEARNERS AT THE HARBOR SPRINGS/PETOSKEY HEALTH DEPARTMENT PUBLIC SCHOOLS OF PETOSKEY 1130 HOWARD STREET PETOSKEY MI 49770 386001179 501(C)1 66620 0 PMS SKI CLUB $3,000.00 PRINCIPAL APPRECIATE BUDGET SUPPORT $1,000.00 EACH SCHOOL (OTTAWA, LINCOLN, CENTRAL, SHERIDAN, PMS AND PHS), NORTHMEN ANGLERS, ALL NIGHT SENIOR PARTY, PETSOKEY BANDS STEEL DRUM - PHILADELPHIA'S SEMIQUINCENTENNIAL CELEBRATION, PETOSKEY GIRLS SOCCER CHARTER BUSSES. RAVEN HILL DISCOVERY CENTER 04503 FULLER ROAD EAST JORDAN MI 49727 383032707 501(C)3 9090 0 FALL 2025 GRANT CYCLE - BUILDING ON A STRONG FOUNDATION REGENTS OF THE UNIVERSITY OF MICHIGAN MICHIGAN MEDICINE OFFICE OF DEVELOPMENT UNIVERSITY OF MICHIGAN ANN ARBOR MI 481083268 386006309 501(C)3 10000 0 INTENDED FOR THE BENIGN URETERAL PATHOLOGY RESEARCH FUND - 393097 RESORT-BEAR CREEK FIRE DEPARTMENT 373 N DIVISION RD PETOSKEY MI 49770 381555360 501(C)3 10000 0 FILL STATION & CASCADE SYSTEM RONALD MCDONALD HOUSE OF WESTERN MICHIGAN 1323 CEDAR STREET NE GRAND RAPIDS MI 49503 382781170 501(C)3 6100 0 SPRING 2025 GRANT CYCLE - FAMILY SUPPORT PROGRAM ROTARY CHARITIES OF TRAVERSE CITY 800 COTTAGEVIEW DRIVE SUITE 1090 TRAVERSE CITY MI 49684 382170564 501(C)3 5832 0 LEADERSHIP LEARNING LAB 2025-2026 ROTARY CLUB OF LITTLE TRAVERSE BAY SUNSET PO BOX 2101 PETOSKEY MI 49770 461455569 501(C)3 140000 0 FOR CHARITABLE PURPOSES ONLY, CHRISTMANS PROGRAMS FOR VETERANS, LOVE OF LAUNDRY, SANTA, SCHOLARSHIP, GENERAL SUPPORT, SCHOLARSHIP AND AED PROJECT FOR STADIUM RUDOLPH STEINER SCHOOL OF ANN ARBOR 2230 PONTIAC TRAIL ANN ARBOR MI 48105 382242069 501(C)3 76000 0 SEMIS PROGRAM AT RSSAA TO FUND 3 SPECIFIC USES IN 2025, SENIOR LEGACY GIFT INITIATIVE CLASS OF 2025 SAINT VINCENT DE PAUL - ST KATERI TEKAKWITHA CONFERENCE 150 W MAIN ST HARBOR SPRINGS MI 49740 463290767 501(C)3 10000 0 ICE STORM 2025, ST. KATERI TEKAKWITHA CONFERENCE 2026 SALVATION ARMY THE 2350 MITCHELL PARK DR PETOSKEY MI 49770 362167910 501(C)3 10000 0 EMERGENCY FINANCIAL ASSISTANCE PROGRAM, 2025 ICE STORM EDS SOCIAL RESPONSIBILITY FOUNDATION 5132 7 MILE POINT RIDGE DR HARBOR SPRINGS MI 49740 263126067 501(C)3 19500 0 GRANT PROPOSAL FOR ADULT ONLINE EDUCATION PROGRAM FOR MANNA FOOD PROJECT, FALL 2025 GRANT CYCLE - MANNA ADULT ONLINE EDUCATION PROGRAM THE CHILDREN'S FOUNDATION 3011 WEST GRAND BOULEVARD SUITE 218 DETROIT MI 48202 381357994 501(C)3 8000 0 $8,000 GENERAL SUPPORT TIP OF THE MITT WATERSHED COUNCIL 426 BAY ST PETOSKEY MI 49770 382361745 501(C)3 81341 0 2025 ANNUAL ALLOCATION, RESTORING HABITAT IN THE BEAR RIVER WATERSHED THROUGH CROSSING REPLACEMENTS ON CHANDLER HILL ROAD, FALL 2025 GRANT CYCLE - ADVANCING EDUCATION AND ORGANIZATIONAL CAPACITY THROUGH STRATEGIC ALIGNMENT, RETIREMENT OF THE LAND AND WATER EDUCATION FUND TOP OF MICHIGAN TRAILS COUNCIL 1687 M 119 PETOSKEY MI 497708388 383263521 501(C)3 12200 0 SPRING 2025 GRANT CYCLE - TOP OF MICHIGAN TRAILS COUNCIL FUND DEVELOPMENT PLANING UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 48109 386006309 501(C)3 8500 0 324377 - MBA GENERAL SUPPORT - FROM THE SEBASTIANIS VENTURE NORTH FUNDING & DEVELOPMENT 414 E EIGHTH ST UNIT 201 TRAVERSE CITY MI 49686 382857500 501(C)3 72000 0 SMALL BUSINESS RELIEF FOR EMMET COUNTY DUE TO ICE STORM, CAPACITY FOR VENTURE NORTH LENDING/CONSULTING TO UNDERSERVED BUSINESSES IN EMMET/SOURROUNDING COS. VILLAGE OF ALANSON PO BOX 425 ALANSON MI 49706 381916237 501(C)3 10000 0 COMMUNITY DEBRIS REMOVAL, ICE STORM SEWER BILL VILLAGE OF PELLSTON 175 N MILTON ST PO BOX 468 PELLSTON MI 49769 386024624 501(C)3 15000 0 SPRING 2025 GRANT CYCLE - PELLSTON TRAIL HEAD RESTROOM/PAVILLION PROJECT WALLOON LAKE ASSOCIATION AND CONSERVANCY 4060 M-75 STE 102 WALLOON LAKE MI 49796 383608004 501(C)3 26843 0 FIELDS PRESERVE TRAIL RESTORATION PROJECT WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN 423 PORTER STREET PETOSKEY MI 49770 382302164 501(C)3 26855 0 EMPOWERING BRIGHT FUTURES, GENERAL SUPPORT, EMERGENCY FUND, FALL 2025 GRANT CYCLE - CHILDREN'S ADVOCACY CENTER SERVICES FOR CHILD SURVIVORS IN EMMET COUNTY, STORM CLEANUP AND RECOVERY AT EMMET COUNTY WRCNM FACILITIES ZIIBIMIJWANG INC 5055 E GILL RD CARP LAKE MI 49718 473178446 501(C)3 12000 0 SPRING 2025 GRANT CYCLE - EGG-STRA LOVE FOR ZIIBIMIJWANG, PLANT START REPLACEMENT FOR GARDEN KITS (KIITIGAN) AND COMMUNITY FARMERS DUE TO OUTAGES 118 SCHOLARSHIP FOR STUDENT ATTENDING CENTRAL MICHIGAN UNIVERSITY 4 7750 SCHOLARSHIP FOR STUDENT ATTENDING HOPE COLLEGE 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN STATE UNIVERSITY 6 10000 SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN TECHNOLOGICAL UNIVERSITY 4 5500 SCHOLARSHIP FOR STUDENT ATTENDING NORTH CENTRAL MICHIGAN COLLEGE 8 12000 SCHOLARSHIP FOR STUDENT ATTENDING NORTHERN MICHIGAN UNIVERSITY 8 10000 SCHOLARSHIP FOR STUDENT ATTENDING NORTHWESTERN MICHIGAN COLLEGE 2 3000 SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF MICHIGAN 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING ALMA COLLEGE 2 3000 SCHOLARSHIP FOR STUDENT ATTENDING GRAND RAPIDS COMMUNITY COLLEGE 1 1000 SCHOLARSHIP FOR STUDENT ATTENDING GRAND VALLEY STATE UNIVERSITY 9 17500 SCHOLARSHIP FOR CEDARVILLE UNIVERSITY 2 4500 SCHOLARSHIP FOR GENEVA COLLEGE 2 2000 SCHOLARSHIP FOR UNIVERSITY OF ALABAMA 2 4000 SCHOLARSHIP FOR UNIVERSITY OF NOTRE DAME 1 1000 SCHOLARSHIP FOR UNIVERSITY OF PENNSYLVANIA 1 1500 SCHOLARSHIP FOR UNIVERSITY OF VERMONT 1 1000 PART I, LINE 2: THE COMMUNITY FOUNDATION HAS A PRE-GRANT PHONE CALL WITH EACH APPLICANT TO DETERMINE THE PURPOSE AND SCOPE OF THE PROJECT. THROUGHOUT THE GRANT PERIOD, STAFF WILL COMMUNICATE WITH GRANT RECIPIENTS AS NEEDED, DEPENDING ON THE SIZE AND COMPLEXITY OF THE PROJECT. WHEN THE GRANT PERIOD IS COMPLETE, THE COMMUNITY FOUNDATION REQUIRES THE GRANTEE TO SUBMIT A FINAL REPORT OR CONDUCT AN IN-PERSON VISIT DETAILING THE OUTCOMES COMPARED TO THE INTENDED OBJECTIVES OF THE GRANT. EACH GRANTEE IS ALSO REQUIRED TO SUBMIT A FINAL PROJECT BUDGET FORM DETAILING THE EXPENDITURE OF GRANT DOLLARS. X 28 2758898 MARKET QUOTE 0 1 1 PART I, LINE 32B: THE COMMUNITY FOUNDATION WORKS CLOSELY WITH FINANCIAL, LEGAL AND TAX ADVISORS TO EDUCATE THEM AND THEIR CLIENTS REGARDING THE POTENTIAL BENEFITS OF NONCASH CONTRIBUTIONS, SPECIFICALLY SECURITIES. IN INSTANCES OF CONTRIBUTIONS IN THE FORM OF SECURITIES, THE COMMUNITY FOUNDATION HOLDS ACCOUNTS WITH DIFFERENT FINANCIAL ADVISORS TO FACILITATE SUCH GIFTS. WHEN THE COMMUNITY FOUNDATION IS NOTIFIED OF A POTENTIAL GIFT OF SECURITIES, THE SECURITIES ARE TRANSFERRED FROM THE DONOR'S ACCOUNT TO ONE OF THE FINANCIAL ADVISOR ACCOUNTS HELD BY THE COMMUNITY FOUNDATION. THE FINANCIAL ADVISOR IS INSTRUCTED TO SELL THE SECURITIES UPON RECEIPT. THE COMMUNITY FOUNDATION'S GIFT ACCEPTANCE GUIDELINES OUTLINE THE POLICIES AND PROCEDURES FOR CASH AND NONCASH GIFTS. THE AMOUNT REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL ELECT ITS OWN MEMBERS BY MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE GOVERNING BOARD RECEIVES A COPY OF THE FORM 990 VIA E-MAIL BEFORE IT IS FILED WITH THE IRS. PRIOR TO FILING WITH THE IRS, THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED BY THE COMMUNITY FOUNDATION STAFF. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT COVERING POTENTIAL CONFLICTS IN ALL AREAS OF THE FOUNDATION'S OPERATIONS IS COMPLETED BY EACH BOARD MEMBER, STAFF AND VOLUNTEER ANNUALLY. IN SUCH CASES WHERE AN APPARENT CONFLICT OF INTEREST ARISES, BOARD, STAFF AND VOLUNTEERS ARE EXPECTED TO DISCLOSE RELEVANT INTEREST PRIOR TO DISCUSSION OR DEBATE ON RELATED GRANT DECISIONS, WHEREUPON THE NON-INTERESTED BOARD MEMBERS SHALL DECIDE IF THERE IS A CONFLICT OF INTEREST REQUIRING ABSTINENCE FROM DISCUSSION AND VOTING. GRANT APPLICATIONS ARE ALSO REQUESTED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST WITH STAFF OR DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMMUNITY FOUNDATION'S PRESIDENT AND EXECUTIVE COMMITTEE ANNUALLY REVIEW THE CEO'S PERFORMANCE AND MAKE A RECOMMENDATION FOR COMPENSATION TO THE FULL BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT REVIEW BY MEMBERS OF THE COMMITTEE, A REVIEW OF COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS, MICHIGAN NONPROFIT ASSOCIATION, COUNCIL OF MICHIGAN FOUNDATIONS AND LOCAL NONPROFIT ORGANIZATIONS. THE EXECUTIVE COMMITTEE'S RECOMMENDATION WITH SUBSTANTIATION IS MADE TO THE FULL BOARD OF DIRECTORS FOR ITS APPROVAL AND DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE COMMUNITY FOUNDATION IS CONFIRMED IN COMPLIANCE WITH NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS UNDER THE COUNCIL ON FOUNDATIONS. THE COMMUNITY FOUNDATION'S COMPLIANCE BOOK CONTAINING GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER POLICIES IS AVAILABLE FOR PUBLIC INSPECTION IN THE COMMUNITY FOUNDATION'S OFFICE DURING NORMAL BUSINESS HOURS. THE ANNUAL REPORT, AUDIT AND FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. COPIES ARE AVAILABLE ON REQUEST AND FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS. COPIES OF THE GOVERNING DOCUMENTS, AUDIT AND ALL COMMUNITY FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST OR ARE AVAILABLE FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: AGENCY ENDOWMENT GRANT AND EXP ACTI 59,480. AGENCY ENDOWMENT GIFT & INCOME ACTI -1,811,141. CHANGE IN VALUE OF ANNUITIES -24,061. PART XII, LINE 2C FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NO CHANGE IN PROCESS FROM PRIOR YEAR.