2026-02-10T14:44:02-06:00 2025-09-30 381910111 UHY ADVISORS GREAT LAKES INC 134 W HARRIS STREET CADILLAC MI 49601 990 2024-10-01 382606921 MANISTEE CATHOLIC CENTRAL SCHOOLS FOUNDA MANI 2312391860 PO BOX 43 MANISTEE MI 49660 BERNIE PIECZYNSKI TREASURER 2312391860 2026-01-19 1 1 KELLIE A JOHNSON P02180673 2317759789 2026-01-14 2024 2025-03-06 01:10:19Z PAUL NIEDZIELSKI PO BOX 43 MANISTEE MI 49660 338883 0 X WWW.MANISTEECCSFOUNDATION.ORG X 1984 MI THE MANISTEE CATHOLIC CENTRAL SCHOOLS FOUNDATION IS A NON-PROFIT ORGANIZATION WITH ITS OWN BOARD OF DIRECTORS AND 501(C)3 STATUS THAT ALLOWS THE FOUNDATION TO RECEIVE GIFTS THAT ARE TAX DEDUCTIBLE TO ITS DONORS IN ACCORDANCE WITH THE IRS'S LAW. THE FOUNDATION'S GOAL IS TO INVEST DONOR CONTRIBUTIONS IN A PRUDENT MANNER TO UTILIZE THE INCOME AND MAKE SIGNIFICANT YEARLY CONTRIBUTIONS TO THE SCHOOL, SO IT IS BETTER EQUIPPED TO HANDLED THE CHANGING DEMANDS OF EDUCATING OUR YOUTH. DURING THE YEAR ENDED SEPTEMBER 30, 2025, THE FOUNDATION IS ALSO ASSISTING IN EFFORTS TO RE-OPEN THE SCHOOL. 15 15 0 20 0 0 514671 196432 0 0 259645 99899 0 0 774316 296331 270235 30500 0 0 0 0 0 0 240 27012 21573 297247 52073 477069 244258 1909962 2195746 2250 3200 1907712 2192546 COST INCURRED IN FUNDRAISING TO ESTABLISH FOUNDATION FOR WHICH WE HAVE FORMED. CONTRIBUTIONS FOR MANISTEE CATHOLIC CENTRAL SCHOOL AND LUDINGTON AREA CATHOLIC SCHOOL PER OUR BYLAWS AND EXEMPT PURPOSE. 0 0 30500 30500 99899 501(C)3 ORGANIZATION TO FUND OPERATION OF SCHOOL AND EDUCATION OF STUDENTS BY GRANTS TO SCHOOLS AND STUDENTS PER OUR BYLAWS AND EXEMPT PURPOSE. 30500 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 MI X BERNIE A PIECZYNSKI 2317235306 335 7TH ST MANISTEE MI 49660 X KAY FORTIER SECRETARY 1.00 X X 0 0 0 BERNIE A PIECZYNSKI TREASURER 1.00 X X 0 0 0 KAREN GOODMAN MEMBER 1.00 X 0 0 0 STEPHEN DUCHON JR MEMBER 1.00 X 0 0 0 JEFF JANOWIAK MEMBER 1.00 X 0 0 0 THOMAS KAMINSKI MEMBER 1.00 X 0 0 0 MARILYN KLIBER MEMBER 1.00 X 0 0 0 MARY KRUSNIAK MEMBER 1.00 X 0 0 0 SARA LINKE MEMBER 1.00 X 0 0 0 ANN WILKOSZ MEMBER 1.00 X 0 0 0 PAUL NIEDZIELSKI PRESIDENT 1.00 X X 0 0 0 MICK SZYMANSKI MEMBER 1.00 X 0 0 0 HEATHER BLUHM MEMBER 1.00 X 0 0 0 FR RICHARD J BARTOSZEK VICE - PRESIDENT 1.00 X X 0 0 0 ED KOLANOWSKI MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 196432 196432 87125 87125 55326 42552 12774 12774 12774 296331 99899 0 0 30000 30000 500 500 7900 7900 481 481 12688 12688 264 264 240 240 52073 30500 21333 240 1317 1179 602263 488354 54000 34011 1248248 1666559 4134 5643 1909962 2195746 2250 3200 2250 3200 X 1836707 2100104 0 0 71005 92442 1907712 2192546 1909962 2195746 244258 40576 0 X 0 0 0 X X 2 MANISTEE CATHOLIC CENTRAL SCHOOL 381388101 2 1 3000 0 LUDINGTON AREA CATHOLIC SCHOOL 381851004 2 1 27000 0 2 30000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 2 FR. JAMES BEARSS, PASTOR OF DIVINE MERCY PARISH, IS RESPONSIBLE FOR MANISTEE CATHOLIC CENTRAL SCHOOLS. DIVINE MERCY PARISH HOLDS TITLE TO MANISTEE CATHOLIC CENTRAL SCHOOL AND PROPERTY. AS EX-OFFICIO BOARD MEMBER, FR. JAMES BEARSS IS INVITED TO MANISTEE CATHOLIC CENTRAL SCHOOLS FOUNDATION BOARD MEETINGS AND RECEIVES COPIES OF MINUTES, FINANCIAL STATEMENTS, TAX RETURNS AND IS INCLUDED IN OTHER FOUNDATION CORRESPONDENCE INVOLVING THE SCHOOL AND SCHOOL PROPERTY. WE ARE IN EMAIL COMMUNICATION WITH JAN BIGALKE, PRINCIPAL OF LUDINGTON AREA CATHOLIC SCHOOL, REGARDING OUR SUPPORT FOR EDUCATING MANISTEE STUDENTS AT LUDINGTON AREA CATHOLIC SCHOOL. SCHEDULE A, PART IV, SECTION E, LINE 2A SINCE THE MANISTEE CATHOLIC CENTRAL SCHOOLS IS CLOSED AS OF SEPTEMBER, 2025, THE FOUNDATION IS SUPPORTING THE EDUCATION OF CATHOLIC STUDENTS OF THE MANISTEE AREA WHO WISH TO CONTINUE THEIR CATHOLIC EDUCATION AT LUDINGTON AREA CATHOLIC SCHOOL IN LUDINGTON, MICHIGAN. WE ARE SUPPORTING ATTEMPTS TO REOPEN A CATHOLIC SCHOOL IN THE MANISTEE AREA. DURING THIS PERIOD, WE PROVIDED A GRANT TO MANISTEE CATHOLIC CENTRAL SCHOOL TO HELP WITH ANALYZING THE REPAIRS NECESSARY TO REPAIR THE MANISTEE CATHOLIC CENTRAL SCHOOL BUILDING ROOF TO KEEP IT VIABLE FOR FUTURE USE AS A SCHOOL. WE PROVIDE GRADUATE SCHOLARSHIPS FOR MANISTEE CATHOLIC CENTRAL SCHOOL STUDENTS WITH A BRADLEY SCHOLARSHIP FOR $500 DURING THIS PERIOD AND THERE WAS $11,500 MORE IN SCHOLARSHIPS AWARDED IN JANUARY, 2026. WE DID SUBSTANTIALLY WHAT WE COULD DO IN THIS YEAR WITHIN OUR EXEMPT PURPOSE AND BYLAWS. SCHEDULE A, PART IV, SECTION E, LINE 2B THE FOUNDATION WAS CREATED BECAUSE OF THE SCHOOL'S NEED FOR ADDITIONAL FUNDING TO OFFER THE BEST EDUCATION AND PROGRAMS POSSIBLE FOR STUDENTS OF MANISTEE CATHOLIC CENTRAL. THE TUITION HAS INCREASED OVER THE YEARS AS THE COST TO OPERATE THE SCHOOL HAS INCREASED, MAKING IT DIFFICULT FOR FOLKS TO AFFORD TO SEND THEIR STUDENTS TO THE SCHOOL. TO BE ABLE TO ADDRESS THOSE NEEDS THE SCHOOL IS LOOKING TO ALL AVENUES POSSIBLE TO ACHIEVE ITS MISSION. IF THE FOUNDATION DID NOT EXIST, THEN THE SCHOOL WOULD CREATE ONE FOR THIS PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 815233 192772 55053 9912 1053146 460538 365155 27135 11700 20555 5340 815233 434685 10000 56028 35000 5175 460538 439136 42273 41100 5624 434685 427236 41301 24100 5301 439136 1.00000 0 0 0 ABBVIE INC COM 11577 F ALPHABET INC CL A 19448 F APPLE INC 15278 F AT&T INC 4942 F BERKSHIRE HATHAWAY CL-B NEW 23126 F BLACKROCK INC 6995 F CHEVRON CORP 13976 F COLUMBIA SEL LARGE CAP VAL Z 9766 F COLUMBIA SEL LARGE CAP VAL I 15304 F COMCAST CORP 3142 F ELEVANCE HEALTH INC 12925 F FIRST EAGLE GLOBAL I 47096 F FIRST TRUST DORSEY WRIGHT FO 24768 F FRANKLIN INTNL GROWTH ADV 9784 F HARTFORD BALANCED INC I 16403 F HARTFORD GROWTH OPPORTUNITY 37038 F HOME DEPOT INC 8104 F INDUSTRIAL SEL SEC SPDR FD 15423 F IBM 7054 F INVESCO PREM US GOVT MNY I 336612 F INVESCO S & P 500 REVENUE 16599 F JP MORGAN CHASE & CO 29966 F JP MORGAN INCOME BUILDER I 11491 F LAZARD US EQ CONCENTRATED I 6704 F LOCKHEED MARTIN CORP 19969 F LOOMIS SAYLES GLB ALLOCATION Y 32469 F MICROSOFT CORP 29005 F NETFLIX INC 11989 F NUVEEN REAL ASSET INCOME I 16160 F PACER US CASH COWS 100 EFT 11494 F PALO ALTO NETWORKS INC 12217 F PEPSICO INC 6320 F PFIZER INC 10192 F PGM JENN GLOBAL OPPORTUNITIES Z 23921 F PROCTOR & GAMBLE 18438 F PROSHARES TR S&P 500 DV ARIST 54112 F PUTNAM ULTRA SHORT DUR INC Y 25213 F THE FINANCIAL SEL SPDR FD 37709 F UNITED HEALTH GP INC 6906 F VALERO ENERGY CP DELA NEW 22134 F VISA INC CL A 13655 F THE TECHONOLOGY SEL SEC SPDR FD 62009 F INVESCO PREM US GOVT MNY INST 294567 F VIRTUS NEWFLEET MLTSWC BD I 102232 F EV INCOME FUND OF BOSTON I 78594 F VIRTUS NEWFLEET MLTSWC INTERMEDIATE BD I 71000 F FEDERATED HRMS GV OBL TAXMG IS 2733 F 1666559 SCHEDULE D, PART V, LINE 4 ANGELINE & DONALD CICHY ENDOWMENT FUND WAS FORMED TO PROVIDE $500 TUITION SCHOLARSHIP EACH YEAR ONCE THE FUND PROVIDED $500 OF NET INCOME OVER EXPENSES. ENDING BALANCE FOR CICHY FUND FOR CURRENT YEAR IS $0. CICHY WAS ABSORBED INTO THE ROEHM/HERBERT FUND DURING THE YEAR ENDED SEPTEMBER 20, 2025. MARY S ROEHM/CHARLES HEBERT FUND - FORMED TO PROVIDED TUITION ASSISTANCE FOR STUDENTS OF MANISTEE CATHOLIC CENTRAL SCHOOL FROM EXCESS OF NET INCOME OVER EXPENSES. CURRENT BALANCE OF ROEHM/HERBERT FUND IS $232,297. ED & DORIS POLCYN FUND WAS FORMED TO PROVIDE TUITION ASSISTANCE FOR STUDENTS AND SCHOLARSHIPS FOR STUDENT GRADUATES AT MANISTEE CATHOLIC CENTRAL SCHOOL OUT OF NET INCOME OVER EXPENSES PLUS UP TO 15% OF FUND PRINCIPAL. NO FUND PRINCIPAL HAS BEEN USED FOR TUITION ASSISTANCE OR SCHOLARSHIPS DURING THE LIFE OF FUND. CURRENT FUND BALANCE FOR POLCYN FUND IS $242,033. THE FOUNDATION IS PLANNING TO AWARD SCHOLARSHIPS IN JANUARY, 2026. THE MARY LOU RACINE FUND WAS FORMED TO PROVIDE TUITION ASSISTANCE AT MANISTEE CATHOLIC CENTRAL SCHOOL FROM NET INCOME OVER EXPENSES FROM INVESTMENT OF THE FUND. CURRENT FUND BALANCE FOR RACINE FUND IS $578,816. 1 LUDINGTON AREA CATHOLIC SCHOOL 702 EAST BRYANT RD LUDINGTON MI 49431 381851004 501(C)3 27000 0 STUDENT EDUCATION SCHOLARSHIPS 1 500 FORM 990, PART VI, SECTION B, LINE 11B COPY OF RETURN IS E-MAILED OR MAILED TO BOARD MEMBERS FOR REVIEW BEFORE RETURN IS FILED. RETURN IS DISCUSED AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE AWARE OF POLICY AND ABSTAIN FROM PARTICIPATING IN VOTING FOR ISSUES THAT ARE A CONFLICT. BOARD MEMBERS ARE RESPONSIBLE FOR DISCLOSING A CONFLICT OF INTEREST. IF CONFLICT OF INTEREST WAS DISCOVERED THAT WAS NOT DISCLOSED, BOARD WOULD NEED TO DISCUSS AND ACT ACCORDINGLY. CONFLICT OF INTEREST IS ADDED AS AN AGENDA ITEM TO ENCOURAGE DISCUSSION OF POSSIBLE CONFLICTS OF INTEREST AT EVERY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 WE HAD NO REQUESTS FOR THE CONFLICT OF INTEREST POLICY THIS YEAR. WE DID HAVE REQUESTS FOR THE ARTICLES OF INCORPORATION, BYLAWS, AND FINANCIAL STATEMENTS THIS YEAR, AND COPIES OF THIS INFORMATION WERE SENT OUT AS REQUESTED. FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH RETURN FILED WITH THE STATE OF MICHIGAN AND COPIES OF STATEMENTS ARE GIVEN TO MANISTEE CATHOLIC CENTRAL SCHOOL, DIVINE MERCY PARISH IN MANISTEE, MI. ALSO, BOARD OF DIRECTORS OF FOUNDATION GET COPIES OF FINANCIAL STATEMENTS.