MIDLAND AREA COMMUNITY FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MIDLAND AREA COMMUNITY FOUNDATION (EIN 38-2023395)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349302919
- Schema version
- 2025v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T15:54:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5915 EASTMAN AVE STE 100 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486406824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382023395 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDLAND AREA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDL | BusinessNameControlTxt |
| Phone | 9898399661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 ASHMAN CIRCLE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MORTENSEN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9898399661 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE M BOS | PreparerPersonNm |
| PTIN | P00448161 | PTIN |
| Phone | 9898357721 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON MORTENSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 ASHMAN CIRCLE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,692,973 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIDLANDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP TO STRENGTHEN OUR COMMUNITY BY FOSTERING COLLABORATION AND GIVING TODAY AND IN THE FUTURE. SINCE 1973, MIDLAND AREA COMMUNITY FOUNDATION HAS PROVIDED AN AVENUE FOR INDIVIDUALS AND ORGANIZATIONS TO CHANGE THE COMMUNITY THROUGH PHILANTHROPIC GIVING. MACF AWARDS GRANTS AND SCHOLARSHIPS, OFFERS THE ABILITY FOR INDIVIDUALS AND FAMILIES TO INVEST IN THE COMMUNITY, AND SERVES AS A CATALYST FOR COLLABORATION AND CHANGE BY LEADING COMMUNITY DIALOGUE AND ACTION ON CRITICAL ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 750 | TotalVolunteersCnt |
| Total Gross UBI | $604,890 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $206,505 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,445,596 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,319,680 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,208,968 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,721,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,817 | PYOtherRevenueAmt |
| CY Other Revenue | $161,930 | CYOtherRevenueAmt |
| PY Total Revenue | $15,713,381 | PYTotalRevenueAmt |
| CY Total Revenue | $18,202,801 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,301,924 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,227,434 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,153,416 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,196,245 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $354,870 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,150,335 | PYOtherExpensesAmt |
| CY Other Expenses | $7,979,007 | CYOtherExpensesAmt |
| PY Total Expenses | $12,605,675 | PYTotalExpensesAmt |
| CY Total Expenses | $15,402,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,107,706 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,800,115 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,820,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,583,294 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,450,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,422,118 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $133,370,310 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $145,161,176 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP TO STRENGTHEN OUR COMMUNITY BY FOSTERING COLLABORATION AND GIVING TODAY AND IN THE FUTURE. SINCE 1973, MIDLAND AREA COMMUNITY FOUNDATION HAS PROVIDED AN AVENUE FOR INDIVIDUALS AND ORGANIZATIONS TO CHANGE THE COMMUNITY THROUGH PHILANTHROPIC GIVING. MACF AWARDS GRANTS AND SCHOLARSHIPS, OFFERS THE ABILITY FOR INDIVIDUALS AND FAMILIES TO INVEST IN THE COMMUNITY, AND SERVES AS A CATALYST FOR COLLABORATION AND CHANGE BY LEADING COMMUNITY DIALOGUE AND ACTION ON CRITICAL ISSUES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,435,237 | ExpenseAmt |
| Grant | $1,665,929 | GrantAmt |
| Desc | ENRICHING OUR COMMUNITY (ARTS, CULTURE, ENTERTAINMENT, RECREATION, DIVERSITY, COMMUNITY LEADERSHIP, AND ENVIRONMENT) - THE LOCAL AREA IS A VIBRANT HUB OF ARTS, CULTURE, ENTERTAINMENT AND RECREATIONAL OPPORTUNITIES. THE FOUNDATION IS COMMITTED TO EQUALITY AND INCLUSION, AND WELCOMES, EMBRACES, AND ACCEPTS ALL PEOPLE. THE LOCAL AREA IS A SUSTAINABLE COMMUNITY THAT VALUES AND PROTECTS ITS NATURAL RESOURCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,324,482 | ExpenseAmt |
| Grant | $2,134,472 | GrantAmt |
| Desc | CARING FOR OUR PEOPLE (HUMAN SERVICES, SOCIAL SERVICES, POVERTY,HOUSING, MENTAL AND PHYSICAL HEALTH, AND PUBLIC SAFETY) - THE LOCAL COMMUNITY PROVIDES A COORDINATED AND COMPREHENSIVE SYSTEM OF SUPPORTIVE HEALTH AND HUMAN SERVICES SO THAT ALL MAY THRIVE. THE FOUNDATION ENCOURAGES SELF- SUFFICIENCY AND ACCEPTS ITS RESPONSIBILITY TO COLLABORATE TO CREATE THE SAFEST COMMUNITY IN THE COUNTRY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,011,767 | ExpenseAmt |
| Grant | $1,698,189 | GrantAmt |
| Desc | DEVELOPING OUR TALENT (TALENT, EDUCATION, YOUTH DEVELOPMENT, AND ENGAGEMENT) - THE LOCAL AREA OFFERS HIGH QUALITY EDUCATION AND LEARNING OPPORTUNITIES THROUGHOUT LIFE, AND THE COMMUNITY NURTURES A SKILLED WORKFORCE AND PLACES HIGH VALUE ON POST-SECONDARY LEARNING. THE FOUNDATION PROVIDES OPPORTUNITIES FOR CHILDREN AND YOUTH TO REALIZE THEIR HOPES AND DREAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $799,161 | ExpenseAmt |
| Grant | $728,844 | GrantAmt |
| Desc | BUILDING OUR LIVELIHOOD (ECONOMIC DEVELOPMENT AND INFRASTRUCTURE) - THE LOCAL AREA CREATES AND SUSTAINS COMPETITIVE ADVANTAGES FOR EXISTING AND FUTURE BUSINESSES. THE FOUNDATION IS WELL-CONNECTED AND INVESTS IN PHYSICAL AND TECHNOLOGICAL INFRASTRUCTURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $799,161 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $728,844 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $13,570,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDLAND AREA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9898399661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 ASHMAN CIRCLE | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHARON MORTENSEN | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $216,473 | $0 | $28,945 | |
| KYLE FAHRNER | ||||||
| CFO | 40.00 | Yes (X) | $145,995 | $0 | $14,932 | |
| WILLIAM GARCHOW | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANN HOLMON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATIE HORNING | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ALI HUNTOON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NOAH KENT | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW KOEHLINGER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JON LYNCH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LOU MENCIA | ||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DICK PETERSON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF PROVENZANO | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| GERALDINE READO | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTIN STEHOUWER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBORAH STEPHENS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IRENE TRETER | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE WEIDEMAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $362,468 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $43,877 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $6,319,680 | AllOtherContributionsAmt |
| Noncash Contributions | $544,995 | NoncashContributionsAmt |
| Total Contributions | $6,319,680 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,489,970 | TotalRevenueColumnAmt |
| Exclusion | $3,489,970 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,265,848 | SecuritiesAmt |
| Other | $455,545 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,490,172 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,775,676 | SecuritiesAmt |
| Other | $455,545 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,231,221 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $455,545 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,775,676 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| 81-4832431 DAVIS LODG. VII | 531390 | $149,345 | $149,345 | |
| MISCELLANEOUS REVENUE | $12,585 | $12,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $161,930 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,202,801 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $604,890 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,278,231 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,206,029 | TotalAmt |
| Program Services | $5,206,029 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,405 | TotalAmt |
| Program Services | $1,021,405 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,468 | TotalAmt |
| Program Services | $77,528 | ProgramServicesAmt |
| Management And General | $120,320 | ManagementAndGeneralAmt |
| Fundraising | $164,620 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,149 | TotalAmt |
| Program Services | $220,257 | ProgramServicesAmt |
| Management And General | $346,211 | ManagementAndGeneralAmt |
| Fundraising | $63,681 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,675 | TotalAmt |
| Program Services | $14,140 | ProgramServicesAmt |
| Management And General | $18,909 | ManagementAndGeneralAmt |
| Fundraising | $11,626 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,228 | TotalAmt |
| Program Services | $25,130 | ProgramServicesAmt |
| Management And General | $42,616 | ManagementAndGeneralAmt |
| Fundraising | $18,482 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,725 | TotalAmt |
| Program Services | $22,545 | ProgramServicesAmt |
| Management And General | $31,271 | ManagementAndGeneralAmt |
| Fundraising | $18,909 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,727 | TotalAmt |
| Program Services | $1,373 | ProgramServicesAmt |
| Management And General | $10,981 | ManagementAndGeneralAmt |
| Fundraising | $1,373 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,409 | TotalAmt |
| Management And General | $26,409 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,089 | TotalAmt |
| Management And General | $143,089 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,808 | TotalAmt |
| Management And General | $269,808 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,796 | TotalAmt |
| Program Services | $19,439 | ProgramServicesAmt |
| Management And General | $19,439 | ManagementAndGeneralAmt |
| Fundraising | $25,918 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,344 | TotalAmt |
| Program Services | $4,089 | ProgramServicesAmt |
| Management And General | $16,166 | ManagementAndGeneralAmt |
| Fundraising | $4,089 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,680 | TotalAmt |
| Management And General | $60,680 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,647 | TotalAmt |
| Program Services | $2,911 | ProgramServicesAmt |
| Management And General | $8,736 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,821 | TotalAmt |
| Program Services | $13,705 | ProgramServicesAmt |
| Management And General | $41,116 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,517 | TotalAmt |
| Management And General | $35,517 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,683 | TotalAmt |
| Management And General | $32,683 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT AND PROGRAM EXPEN | $6,936,922 | $6,936,922 | ||
| EQUIPMENT & MAINT | $112,602 | $112,602 | ||
| AGENCY FUND ADJUSTMENTS | $67,381 | $67,381 | ||
| DEVELOPMENT | $45,605 | $45,605 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,976 | TotalAmt |
| Program Services | $5,174 | ProgramServicesAmt |
| Management And General | $73,235 | ManagementAndGeneralAmt |
| Fundraising | $567 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,402,686 | TotalAmt |
| Program Services | $13,570,647 | ProgramServicesAmt |
| Management And General | $1,477,169 | ManagementAndGeneralAmt |
| Fundraising | $354,870 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,798 | BOYAmt |
| EOY | $2,553,479 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $296,624 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,424 | BOYAmt |
| EOY | $1,935,728 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,949 | BOYAmt |
| EOY | $264,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,831,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $697,093 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,954 | BOYAmt |
| EOY | $1,134,592 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,871,821 | BOYAmt |
| EOY | $144,398,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,820,946 | BOYAmt |
| EOY | $150,583,294 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,274,983 | BOYAmt |
| EOY | $515,072 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,195 | BOYAmt |
| EOY | $148,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,458 | BOYAmt |
| EOY | $4,758,546 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,450,636 | BOYAmt |
| EOY | $5,422,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,116,227 | BOYAmt |
| EOY | $142,710,729 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,083 | BOYAmt |
| EOY | $2,450,447 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,370,310 | BOYAmt |
| EOY | $145,161,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,820,946 | BOYAmt |
| EOY | $150,583,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,800,115 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,990,751 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,198,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,915,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,837,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,445,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,319,680 | CurrentTaxYearAmt |
| Total | $39,717,084 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,198,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,915,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,837,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,445,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,319,680 | CurrentTaxYearAmt |
| Total | $39,717,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,226,755 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,490,329 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,870,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,113,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,672,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,158,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,485,547 | CurrentTaxYearAmt |
| Total | $14,300,159 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $604,890 | CurrentTaxYearAmt |
| Total | $719,484 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,585 | CurrentTaxYearAmt |
| Total | $269,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,005,841 | TotalSupportAmt |
| Public Support CY170 | 0.62700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 269,114 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 80 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 720 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $669,730 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,993,448 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,530,587 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $12,410,369 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,226,722 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $132,689,817 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,655,575 | BeginningYearBalanceAmt |
| Contributions | $3,728,127 | ContributionsAmt |
| Investment Earnings Or Losses | $21,769,604 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$4,743,298 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$5,848,649 | AdministrativeExpensesAmt |
| End Year Balance | $133,561,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,798,153 | BeginningYearBalanceAmt |
| Contributions | $4,116,143 | ContributionsAmt |
| Investment Earnings Or Losses | $16,119,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$4,564,436 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$4,813,324 | AdministrativeExpensesAmt |
| End Year Balance | $118,655,575 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,757,567 | BeginningYearBalanceAmt |
| Contributions | $2,221,134 | ContributionsAmt |
| Investment Earnings Or Losses | $16,127,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$4,003,209 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$4,305,297 | AdministrativeExpensesAmt |
| End Year Balance | $107,798,153 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,855,255 | BeginningYearBalanceAmt |
| Contributions | $5,862,013 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,761,463 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,924,063 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$5,274,175 | AdministrativeExpensesAmt |
| End Year Balance | $97,757,567 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,913,185 | BeginningYearBalanceAmt |
| Contributions | $5,119,533 | ContributionsAmt |
| Investment Earnings Or Losses | $15,763,125 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,799,211 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$2,141,377 | AdministrativeExpensesAmt |
| End Year Balance | $116,855,255 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01090 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $733,647 | OtherCostOrOtherBasisAmt |
| Book Value | $733,647 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $788,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $411,035 | DepreciationAmt |
| Book Value | $377,292 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,917 | DepreciationAmt |
| Book Value | $5,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $229,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,141 | DepreciationAmt |
| Book Value | $18,592 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,134,592 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO OTHER ORGANIZATIONS | Desc |
| Amt | $4,758,546 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,758,546 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,050,463 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,990,751 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,990,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,059,712 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $143,089 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $143,089 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,202,801 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,259,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $15,259,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $143,089 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $143,089 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,402,686 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS 720 ENDOWED FUNDS THAT INCLUDE BOTH A DONOR- RESTRICTED ENDOWMENT FUND AND FUNDS DESIGNATED BY THE FOUNDATION'S BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT FUNDS. THE DONOR-RESTRICTED ENDOWMENT FUND IS THE KELLOGG YOUTH FUND FOR THE SUPPORT OF PROGRAMS OR PROJECTS FOR YOUTH. FUNDS DESIGNATED BY THE FOUNDATION'S BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR A VARIETY OF REASONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (118 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 1 LN6 SUPPORT INC | |||||||||
| 72 HIGH ST | MONTCLAIR | NJ | 07042 | 991658819 | C3 | $25,000 | HUMAN SERVICES | ||
| ADOPTION OPTION INC | |||||||||
| 601 E WACKERLY ST | MIDLAND | MI | 48642 | 432017657 | C3 | $90,457 | COMMUNITY/RECREATION | PO BOX 2225 | |
| AFFORDABLE HOUSING ALLIANCE OF | |||||||||
| 3400 ISABELLA STREET | MIDLAND | MI | 48640 | 383269965 | C3 | $89,300 | COMMUNITY | MIDLAND COUNTY | |
| ALDERSGATE UNITED METHODIST CHURCH | |||||||||
| 2206 AIRFIELD LANE | MIDLAND | MI | 48642 | 923713053 | C3 | $9,000 | COMMUNITY | ||
| AMERICAN CIVIL LIBERTIES UNION FUND | |||||||||
| 2966 WOODWARD AVENUE | DETROIT | MI | 48201 | 237243421 | C3 | $10,000 | COMMUNITY | OF MICHIGAN | |
| BAY AREA COMMUNITY FOUNDATION | |||||||||
| 1000 ADAMS STREET SUITE 200 | BAY CITY | MI | 48708 | 382418086 | C3 | $10,000 | COMMUNITY/YOUTH | ||
| BEAVERTON AREA FIRE DEPARTMENT | |||||||||
| 4215 M-18 | BEAVERTON | MI | 48612 | 382567559 | GOV | $10,000 | HUMAN SERVICES | ||
| BEAVERTON SCHOOL | |||||||||
| 468 S ROSS ST | BEAVERTON | MI | 48612 | 386001276 | GOV | $7,096 | YOUTH | PO POX 529 | |
| BEAVERTON YOUTH FOOTBALL PROGRAM | |||||||||
| 5558 M-18 | BEAVERTON | MI | 48612 | 471838938 | C3 | $7,000 | EDUCATIONAL | ||
| BIG BROTHERS BIG SISTERS OF MIDLAND | |||||||||
| 2200 NORTH SAGINAW ROAD | MIDLAND | MI | 48640 | 381553323 | C3 | $5,870 | YOUTH DEVELOPMENT | COUNTY INC | |
| BISHOP HOFFMAN CATHOLIC SCHOOL | |||||||||
| 702 CROGHAN STREET | FREMONT | OH | 43420 | 272252432 | C3 | $15,000 | EDUCATIONAL | ||
| BULLOCK CREEK SCHOOLS | |||||||||
| 1420 SOUTH BADOUR RD | MIDLAND | MI | 48640 | 386002737 | GOV | $8,408 | EDUCATION/YOUTH DEV | ||
| CATAPULT OPERA | |||||||||
| C/O THE FOUNDATION FOR INDEPENDENT | NEW YORK | NY | 10004 | 332436921 | C3 | $15,000 | ARTS | A 75 BROAD STREET SUITE 304 | |
| CENTRAL MICHIGAN DISTRICT HEALTH | |||||||||
| 2012 EAST PRESTON AVE | MT PLEASANT | MI | 48858 | 381865466 | GOV | $10,000 | HUMAN SERVICES | DEPARTMENT | |
| CHAMBER MUSIC SOCIETY OF | |||||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | 461933232 | C3 | $14,000 | ARTS | SUITE 3317-171 | PALM BEACH |
| CHESTNUT HILL PTO | |||||||||
| 3900 CHESTNUT HILL DRIVE | MIDLAND | MI | 48642 | 383621446 | C3 | $7,400 | EDUCATIONAL | ||
| CHIPPEWA NATURE CENTER | |||||||||
| 400 SOUTH BADOUR ROAD | MIDLAND | MI | 48640 | 381859315 | C3 | $105,216 | COMMUNITY/RECREATION | ||
| CITY OF BEAVERTON | |||||||||
| 128 SAGINAW STREET | BEAVERTON | MI | 48612 | 386004660 | GOV | $9,044 | COMMUNITY | PO BOX 477 | |
| CITY OF CLARE | |||||||||
| 202 WEST FIFTH STREET | CLARE | MI | 48617 | 386004529 | GOV | $6,724 | RECREATION/COMMUNITY | ||
| CITY OF MIDLAND - RIVERSIDE PLACE | |||||||||
| 400 E MAIN STREET | MIDLAND | MI | 48640 | 386004711 | GOV | $15,000 | RECREATION | ||
| CLARE ASSEMBLY OF GOD | |||||||||
| 3557 EAST COLONVILLE ROAD | CLARE | MI | 48617 | 382906185 | C3 | $8,000 | COMMUNITY | ||
| CLARE CONSERVATION DISTRICT | |||||||||
| 225 W MAIN ST | HARRISON | MI | 48624 | 386365635 | GOV | $8,000 | ENVIRONMENT | PO BOX 356 | |
| CLARE GLADWIN RESD | |||||||||
| 4041 EAST MANNSIDING ROAD | CLARE | MI | 48617 | 381714340 | GOV | $10,000 | ARTS, CULTURE | ||
| CLEVELAND MANOR II INC | |||||||||
| 2200 CLEVELAND AVE | MIDLAND | MI | 48640 | 383686644 | C3 | $39,980 | HUMAN SERVICES | ||
| COLEMAN AREA LIBRARY | |||||||||
| 111 FIRST STREET | COLEMAN | MI | 48618 | 382332300 | GOV | $21,183 | DEVELOPMENT | ||
| COLEMAN COMMUNITY SCHOOLS | |||||||||
| 4823 N COLEMAN SCHOOLS DR | COLEMAN | MI | 48618 | 386007589 | GOV | $72,037 | EDUCATION | ||
| COMMUNITY FOUNDATION OF ST CLAIR | |||||||||
| 500 WATER STREET | PORT HURON | MI | 48060 | 381872132 | C3 | $25,000 | COMMUNITY | COUNTY | |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||||
| 3101 EAST GRAND BLVD SUITE 300 | DETROIT | MI | 48202 | 386263347 | C3 | $15,000 | COMMUNITY | ||
| COUNCIL ON DOMESTIC VIOLENCE AND | |||||||||
| 2500 WALDO AVENUE | MIDLAND | MI | 48642 | 382283832 | C3 | $23,850 | HUMAN SERVICES | SEXUAL ASSAULT | |
| COUNTY OF GLADWIN | |||||||||
| 401 WEST CEDAR AVENUE | GLADWIN | MI | 48624 | 386004850 | GOV | $7,000 | HUMAN SERVICES | ||
| COUNTY OF MIDLAND | |||||||||
| 220 WEST ELLSWORTH | MIDLAND | MI | 486405194 | 386004871 | GOV | $155,400 | COMMUNITY | ||
| CWH SANTA CLAUS SCHOOL | |||||||||
| 2408 PINEHURST COURT | MIDLAND | MI | 48640 | 383304827 | C3 | $11,000 | COMMUNITY | ||
| EAGLE VILLAGE INC | |||||||||
| 4507 170TH AVENUE | HERSEY | MI | 49639 | 381868217 | C3 | $34,742 | HUMAN SERVICES | ||
| ELEVATE COMMUNITY MINISTRIES INC | |||||||||
| 1550 S POSSEYVILLE ROAD | MIDLAND | MI | 48640 | 882099708 | C3 | $31,550 | COMMUNITY | ||
| FAMILY AND CHILDREN'S SERVICES OF | |||||||||
| 1714 EASTMAN AVENUE | MIDLAND | MI | 48640 | 381398840 | C3 | $12,250 | HUMAN SERVICES | MID-MICHIGAN | |
| FAMILY LIFE RADIO | |||||||||
| PO BOX 35300 | TUCSON | AZ | 85740 | 381812892 | C3 | $8,140 | COMMUNITY | ||
| FELLOWSHIP FOUNDATION | |||||||||
| 1145 GREAT OAKS BOULEVARD | ROCHESTER | MI | 48307 | 530204604 | C3 | $9,000 | COMMUNITY | ||
| FIDELITY CHARITABLE GIFT FUND | |||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | 110303001 | C3 | $27,000 | ARTS | ||
| FIRST UNITED METHODIST CHURCH | |||||||||
| 315 WEST LARKIN STREET | MIDLAND | MI | 48640 | 381368752 | C3 | $42,342 | COMMUNITY | ||
| FOR A BRIGHTER TOMORROW | |||||||||
| PO BOX 1028 | MIDLAND | MI | 486411028 | 473788131 | C3 | $10,000 | HUMAN SERVICES | ||
| FOSTER FAMILIES NAVIGATION & | |||||||||
| 1501 W THOMAS ST | BAY CITY | MI | 48706 | 853564877 | C3 | $13,000 | HUMAN SERVICES | RESOURCE CENTER INC | |
| GATEWAY HEALTHCARE | |||||||||
| 1549 WASHINGTON STREET | MIDLAND | MI | 48640 | 872324449 | C3 | $73,423 | HEALTH/HUMAN SERVICE | ||
| GERALD R FORD PRESIDENTIAL | |||||||||
| 303 PEARL STREET NORTHWEST | GRAND RAPIDS | MI | 49504 | 382368003 | C3 | $8,250 | RECREATION | FOUNDATION | |
| GOLF ASSOCIATION OF MICHIGAN | |||||||||
| 39255 COUNTRY CLUB DRIVE SUITE B40 | FARMINGTON HILLS | MI | 48331 | 472118531 | C3 | $8,000 | RECREATION | FOUNDATION | |
| GREAT LAKES BAY FOUNDATION | |||||||||
| 122 UPTOWN DRIVE SUITE 204 | BAY CITY | MI | 48708 | 208146148 | C3 | $29,100 | HEALTH SERVICES | ||
| GREAT LAKES SAFETY TRAINING CENTER | |||||||||
| 1900 RIDGEWOOD DRIVE | MIDLAND | MI | 48642 | 382862698 | C3 | $10,000 | EDUCATIONAL | ||
| GREATER MIDLAND COMMUNITY CENTERS | |||||||||
| 2205 N JEFFERSON AVE | MIDLAND | MI | 48640 | 381534400 | C3 | $230,500 | COMMUNITY | INC | |
| HELPS INTERNATIONAL INC | |||||||||
| 15301 DALLAS PARKWAY SUITE 200 | ADDISON | TX | 75001 | 751966419 | C3 | $73,355 | HUMAN SERVICES | ||
| HUMANE SOCIETY OF MIDLAND COUNTY | |||||||||
| 4371 EAST ASHMAN RD | MIDLAND | MI | 48642 | 386114132 | C3 | $10,158 | COMMUNITY | ||
| INDEPENDENT COMMUNITY LIVING | |||||||||
| 233 E LARKIN ST SUITE 1 | MIDLAND | MI | 48640 | 461187049 | C3 | $69,900 | COMM/HUMAN SERVICES | ||
| JUNIOR ACHIEVEMENT OF NORTH CENTRAL | |||||||||
| 309 E INDIAN ST | MIDLAND | MI | 48640 | 386081685 | C3 | $8,000 | EDUCATION/YOUTH | MICHIGAN | |
| JUPITER ISLAND MEDICAL CLINIC INC | |||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | 204659155 | C3 | $6,500 | HUMAN SERVICES | ||
| LAKE SUPERIOR STATE UNIVERSITY | |||||||||
| 650 WEST EASTERDAY AVE | SAULT STE MARIE | MI | 49783 | 382576021 | C3 | $9,000 | EDUCATIONAL | FOUNDATION | |
| LEELANAU CONSERVANCY | |||||||||
| PO BOX 1007 | LELAND | MI | 49654 | 382710855 | C3 | $255,000 | YOUTH | ||
| LIFECLINIC COMMUNITY RESOURCES | |||||||||
| 4818 N SAGINAW ROAD | MIDLAND | MI | 48640 | 382750072 | C3 | $110,000 | COMMUNITY | PO BOX 1804 | |
| LIONS OF MICHIGAN SERVICE | |||||||||
| 5730 EXECUTIVE DRIVE | LANSING | MI | 48911 | 382537921 | C3 | $7,000 | COMMUNITY | FOUNDATION INC | |
| LITTLE LEAGUE BASEBALL INC - CLAR | |||||||||
| 617 WITBECK | CLARE | MI | 48617 | 382728579 | C3 | $8,500 | RECREATION | ||
| MARION-POLK FOOD SHARE | |||||||||
| 1660 SALEM INDUSTRIAL DRIVE NE | SALEM | OR | 97301 | 943034161 | C3 | $50,000 | COMMUNITY | ||
| MICHIGAN AUDUBON SOCIETY | |||||||||
| 2310 SCIENCE PARKWAY SUITE 200 | OKEMOS | MI | 48864 | 381686621 | C3 | $15,616 | ENVIRONMENT | ||
| MICHIGAN BASEBALL FOUNDATION INC | |||||||||
| 825 EAST MAIN STREET | MIDLAND | MI | 486400365 | 680619551 | C3 | $7,000 | COMMUNITY/RECREATION | PO BOX 365 | |
| MICHIGAN CROSSROADS COUNCIL INC | |||||||||
| 14258 MICHIGAN ST | EAGLE | MI | 48822 | 454003240 | C3 | $19,073 | YOUTH DEVELOPMENT | PO BOX 129 | |
| MICHIGAN DEPARTMENT OF STATE POLICE | |||||||||
| 7150 HARRIS DRIVE | DIMONDALE | MI | 48821 | 386000134 | GOV | $20,000 | HUMAN SERVICES | ||
| MICHIGAN FARMERS MARKET ASSOCIATION | |||||||||
| 480 WILSON RD | EAST LANSING | MI | 48824 | 452119498 | C3 | $10,000 | HUMAN SERVICES | ||
| MICHIGAN STATE UNIVERSITY | |||||||||
| OFFICE OF FINANCIAL AID/STUDENT SER | EAST LANSING | MI | 48824 | 386005984 | GOV | $15,000 | EDUCATION | 556 EAST CIRCLE DR | |
| MID MICHIGAN BIG BROTHERS & SISTERS | |||||||||
| PO BOX 345 | CLARE | MI | 48617 | 382061743 | C3 | $26,977 | YOUTH DEVELOPMENT | ||
| MID MICHIGAN COLLEGE FOUNDATION | |||||||||
| 1375 SOUTH CLARE AVENUE | HARRISON | MI | 48625 | 382713145 | C3 | $24,900 | EDUCATIONAL | ||
| MIDLAND AMATEUR HOCKEY LEAGUE | |||||||||
| 405 FAST ICE DR | MIDLAND | MI | 486426165 | 382366851 | C3 | $7,000 | YOUTH/RECREATION | INC | |
| MIDLAND AREA HOMES | |||||||||
| 250 S SAGINAW RD | MIDLAND | MI | 48640 | 381913233 | C3 | $39,680 | HUMAN SERVICES | ||
| MIDLAND BUSINESS ALLIANCE FOUND | |||||||||
| 300 RODD STREET SUITE 201 | MIDLAND | MI | 48640 | 382600199 | C3 | $88,346 | COMMUNITY | ||
| MIDLAND CENTER FOR THE ARTS | |||||||||
| 1801 WEST ST ANDREWS ROAD | MIDLAND | MI | 48640 | 386114020 | C3 | $136,097 | ARTS | ||
| MIDLAND CHILD ADVOCACY CENTER | |||||||||
| 2716 JEFFERSON AVE | MIDLAND | MI | 48640 | 382272953 | C3 | $7,750 | YOUTH | ||
| MIDLAND COMMUNITY CANCER SOCIETY | |||||||||
| 4201 CAMPUS RIDGE DRIVE | MIDLAND | MI | 48670 | 386073785 | C3 | $11,250 | HUMAN SERVICES | ||
| MIDLAND COMMUNITY FORMER OFFENDER | |||||||||
| 1415 WASHINGTON ST | MIDLAND | MI | 48640 | 812927442 | C3 | $10,000 | HUMAN SERVICES | ADVOCACY AND REHABILITATION | |
| MIDLAND CONSERVATION DISTRICT | |||||||||
| 954 EAST ISABELLA ROAD | MIDLAND | MI | 48640 | 381745500 | C3 | $20,000 | COMMUNITY | ||
| MIDLAND COUNTY COUNCIL ON AGING | |||||||||
| 4700 DUBLIN AVENUE | MIDLAND | MI | 48640 | 386107383 | C3 | $16,638 | COMMUNITY | ||
| MIDLAND COUNTY EDUCATIONAL SERVICES | |||||||||
| 3917 JEFFERSON AVENUE | MIDLAND | MI | 48640 | 381739040 | GOV | $29,962 | YOUTH DEVELOPMENT | AGENCY | |
| MIDLAND COUNTY FOOD PANTRY NETWORK | |||||||||
| PO BOX 2521 | MIDLAND | MI | 486412521 | 382480470 | C3 | $41,600 | HUMAN SERVICES | ||
| MIDLAND COUNTY HABITAT FOR HUMANITY | |||||||||
| 1703 S SAGINAW RD | MIDLAND | MI | 48640 | 382884074 | C3 | $19,406 | HUMAN SERVICES/COMM. | ||
| MIDLAND COUNTY PARKS & RECREATION | |||||||||
| 220 W ELLSWORTH ST | MIDLAND | MI | 48640 | 386004871 | GOV | $12,000 | RECREATION | COMMISSION | |
| MIDLAND COUNTY PROBATE COURT | |||||||||
| 301 WEST MAIN STREET | MIDLAND | MI | 48640 | 386004871 | GOV | $20,674 | YOUTH DEVELOPMENT | ||
| MIDLAND COUNTY SHERIFF'S OFFICE | |||||||||
| 2727 RODD ST | MIDLAND | MI | 48640 | 386000487 | GOV | $28,328 | COMMUNITY IMPROV. | ||
| MIDLAND FIREFIGHTERS YOUTH | |||||||||
| PO BOX 2182 | MIDLAND | MI | 48641 | 382824264 | C3 | $10,000 | COMMUNITY | FOUNDATION | |
| MIDLAND FREE METHODIST CHURCH | |||||||||
| 5821 EASTMAN AVENUE | MIDLAND | MI | 48640 | 382407097 | C3 | $15,000 | COMMUNITY | ||
| MIDLAND HIGH SCHOOL | |||||||||
| 1301 EASTLAWN DRIVE | MIDLAND | MI | 48642 | 382548128 | GOV | $10,508 | YOUTH/EDUCATIONAL | ATHLETIC BOOSTER CLUB | |
| MIDLAND KING'S DAUGHTERS HOME OF | |||||||||
| 2410 RODD STREET | MIDLAND | MI | 48640 | 381547021 | C3 | $22,172 | COMM/HUMAN SERVICES | MICHIGAN | |
| MIDLAND PUBLIC SCHOOLS | |||||||||
| 600 E CARPENTER ST | MIDLAND | MI | 48640 | 386002734 | GOV | $89,638 | EDUCATION/YOUTH/REC | ||
| MIDLAND SOCCER CLUB | |||||||||
| 901 SOCCER DRIVE | MIDLAND | MI | 48642 | 382343344 | C3 | $55,000 | RECREATION | ||
| MIDLAND'S OPEN DOOR | |||||||||
| 412 WEST BUTTLES STREET | MIDLAND | MI | 486401614 | 382161429 | C3 | $36,439 | COMM/HUMAN SERVICES | PO BOX 1614 | |
| MONTANA LAND RELIANCE | |||||||||
| 401 NORTH CALIFORNIA STREET | HELENA | MT | 596014966 | 810369262 | C3 | $20,000 | ENVIRONMENTAL | ||
| MYMICHIGAN HEALTH FOUNDATION | |||||||||
| 4000 WELLNESS DR | MIDLAND | MI | 48670 | 812813405 | C3 | $122,312 | HUMAN SERVICES | ||
| NATIONAL EXCHANGE CLUB FOUNDATION | |||||||||
| 3050 CENTRAL AVE | TOLEDO | OH | 43606 | 346571404 | C3 | $12,000 | COMMUNITY | ||
| NORTHWOOD UNIVERSITY | |||||||||
| 4000 WHITING DRIVE | MIDLAND | MI | 48640 | 381624684 | C3 | $29,760 | EDUCATION/YOUTH | ||
| NYE COMMUNITY FOUNDATION INC | |||||||||
| PO BOX 528 | NYE | MT | 59061 | 810531083 | C3 | $15,000 | COMMUNITY | ||
| OJAI VALLEY SCHOOL | |||||||||
| 723 EL PASEO RD | OJAI | CA | 93023 | 951661099 | GOV | $10,000 | EDUCATIONAL | ||
| OREGON COUNCIL FOR THE HUMANITIES | |||||||||
| 610 SW ALDER | PORTLAND | OR | 97205 | 930716419 | C3 | $10,000 | ARTS | SUITE 111 | |
| PEER 360 RECOVERY ALLIANCE | |||||||||
| 503 N EUCLID AVE STE 12 | BAY CITY | MI | 48706 | 811221852 | C3 | $20,000 | HUMAN SERVICES | ||
| PHOENIX COMMUNITY FARM | |||||||||
| 2014 N SAGINAW RD | MIDLAND | MI | 48640 | 842132534 | C3 | $10,100 | ENVIRONMENT | ||
| REACHING OUR COMMUNITY KIDS | |||||||||
| 6021 EASTMAN AVE | MIDLAND | MI | 48640 | 383541096 | C3 | $60,250 | YOUTH/EDUCATION | PO BOX 2143 | |
| REECE ENDEAVOR OF MIDLAND | |||||||||
| PO BOX 2212 | MIDLAND | MI | 48641 | 386082605 | C3 | $7,900 | HEALTH/COMMUNITY DEV | ||
| SALVATION ARMY | |||||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | 363805307 | C3 | $17,975 | HUMAN SERVICES | ATTN LEGAL DEPT | |
| SALVATION ARMY OF MIDLAND | |||||||||
| 330 WALDO AVENUE PO BOX 1447 | MIDLAND | MI | 48641 | 381370971 | C3 | $17,640 | HUMAN SERVICES/COMM | ||
| SANFORD HISTORICAL SOCIETY | |||||||||
| 2222 SMITH ST | SANFORD | MI | 48657 | 382314911 | C3 | $26,000 | COMMUNITY/ARTS | PO BOX 243 | |
| ST JOHN'S LUTHERAN CHURCH LC-M | |||||||||
| 505 EAST CARPENTER | MIDLAND | MI | 48640 | 381474946 | C3 | $10,000 | COMMUNITY | ||
| ST BRIGID CATHOLIC SCHOOL | |||||||||
| 130 WEST LARKIN | MIDLAND | MI | 48640 | 381513322 | C3 | $7,339 | EDUCATIONAL | ||
| TEN SIXTEEN RECOVERY NETWORK | |||||||||
| 133 N SAGINAW RD | MIDLAND | MI | 48640 | 382278390 | C3 | $53,500 | COMMUNITY | ||
| THE ARC OF MIDLAND | |||||||||
| 2602 LOUANNA STREET | MIDLAND | MI | 48640 | 381877764 | C3 | $14,165 | HUMAN SERVICES | ||
| THE BREAKING BREAD VILLAGE | |||||||||
| 2900 RODD STREET | MIDLAND | MI | 48641 | 853173028 | C3 | $10,000 | HEALTH/COMM | PO BOX 2665 | |
| THE CHILDREN'S GRIEF CENTER OF | |||||||||
| PO BOX 2763 | MIDLAND | MI | 48642 | 464994292 | C3 | $32,250 | YOUTH DEVELOPMENT | GREAT LAKES BAY REGION | |
| THE FRICTION THEATRE | |||||||||
| 2801 PARSONS CT | MIDLAND | MI | 48642 | 883979649 | C3 | $10,000 | ARTS | ||
| THE LEGACY CENTER FOR COMM SUCCESS | |||||||||
| 2417 ABBOTT ROAD | MIDLAND | MI | 48642 | 800109585 | C3 | $93,249 | EDUCATION/COMMUNITY | ||
| THE LITTLE FORKS CONSERVANCY | |||||||||
| 125 MCDONALD STREET | MIDLAND | MI | 48640 | 383353122 | C3 | $160,450 | ENVIRONMENT | ||
| THE MINT THEATER COMPANY | |||||||||
| 330 WEST 42ND ST STE 1210 | NEW YORK | NY | 10036 | 133687725 | C3 | $10,000 | ARTS | ||
| THE NATURE CONSERVANCY | |||||||||
| 101 EAST GRAND RIVER AVENUE | LANSING | MI | 48906 | 530242652 | C3 | $596,500 | ENVIRONMENT | ||
| TONI AND TRISH HOUSE | |||||||||
| PO BOX 125 | AUBURN | MI | 48611 | 205698294 | C3 | $61,500 | HUMAN SERVICES | ||
| UNITED WAY OF MIDLAND COUNTY | |||||||||
| 115 JEROME STREET | MIDLAND | MI | 48640 | 381434224 | C3 | $531,540 | COMM/HUMAN SERVICES | ||
| UNIVERSITY OF MICHIGAN | |||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | GOV | $30,113 | EDUCATION/HUMAN SERV | SUITE 8000 | |
| VILLAGE OF SANFORD | |||||||||
| PO BOX 30 | SANFORD | MI | 48657 | 821322556 | GOV | $25,000 | COMMUNITY | ||
| WEST MIDLAND FAMILY CENTER | |||||||||
| PO BOX 1985 | MIDLAND | MI | 486411985 | 382416339 | C3 | $64,250 | COMM/HUMAN SERVICES | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 284 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INSTITUTIONS | GrantTypeTxt |
| Recipient | 309 | RecipientCnt |
| Cash Grant | $1,021,405 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FOR GRANTS THAT ARE APPROVED WITHIN THE FOUNDATION'S QUARTERLY GRANT CYCLE, GRANTEES ARE REQUIRED TO REPORT BACK TO THE FOUNDATION THROUGH REPORTS. THESE REPORTS NORMALLY INCLUDE PICTURES OF PROJECTS COMPLETED, UTILIZATION OF FUNDS, ETC. GRANTS THAT ARE DONOR INITIATED THROUGH FUNDS SUCH AS DONOR ADVISED FUNDS, DESIGNATED FUNDS, PROJECT FUNDS, AND AGENCY FUNDS, DO NOT HAVE THE SAME REPORTING REQUIREMENTS. PART III ALL SCHOLARSHIPS ARE PAID DIRECTLY TO EDUCATIONAL INSTITUTIONS. NO CHECKS ARE WRITTEN TO INDIVIDUALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| SHARON MORTENSEN | ||||
| PRESIDENT/CEO | $216,473 | $10,553 | $18,392 | $245,418 |
| KYLE FAHRNER | ||||
| CFO | $145,995 | $6,979 | $7,953 | $160,927 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORD SOCIAL - GRANT MURSCHEL | BusinessNameLine1Txt |
| Business Name Line2 | NORD SOCIAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FORMER TRUSTEE | RelationshipWithOrgTxt |
| Loan Purpose | IMPACT INVESTING | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $296,624 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $296,624 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH NORD SOCIAL, AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON JANUARY 8, 2025, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 5.75%. THE NOTE IS DUE IN FULL ON FEBRUARY 15, 2030. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $544,995 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN PART I COLUMN (B) IS THE NUMBER OF CONTRIBUTORS WHO DONATED STOCK DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | OUR MISSION IS TO PROVIDE PHILANTHROPIC LEADERSHIP TO STRENGTHEN OUR COMMUNITY BY FOSTERING COLLABORATION AND GIVING TODAY AND IN THE FUTURE. SINCE 1973, MIDLAND AREA COMMUNITY FOUNDATION HAS PROVIDED AN AVENUE FOR INDIVIDUALS AND ORGANIZATIONS TO CHANGE THE COMMUNITY THROUGH PHILANTHROPIC GIVING. MACF AWARDS GRANTS AND SCHOLARSHIPS, OFFERS THE ABILITY FOR INDIVIDUALS AND FAMILIES TO INVEST IN THE COMMUNITY, AND SERVES AS A CATALYST FOR COLLABORATION AND CHANGE BY LEADING COMMUNITY DIALOGUE AND ACTION ON CRITICAL ISSUES. |
| FORM 990, PAGE 2, PART III, LINE 4D | BUILDING OUR LIVELIHOOD (ECONOMIC DEVELOPMENT AND INFRASTRUCTURE) - THE LOCAL AREA CREATES AND SUSTAINS COMPETITIVE ADVANTAGES FOR EXISTING AND FUTURE BUSINESSES. THE FOUNDATION IS WELL-CONNECTED AND INVESTS IN PHYSICAL AND TECHNOLOGICAL INFRASTRUCTURE. |
| FORM 990, PART V, LINE 4B | CAYMAN ISLANDS |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE FOUNDATION IS A MEMBERSHIP ORGANIZATION. ANYONE CAN BE A MEMBER AS LONG AS THEY MAKE A CONTRIBUTION TO THE FOUNDATION DURING THE CURRENT OR PREVIOUS FISCAL YEAR. LEGACY SOCIETY MEMBERS AND INDIVIDUAL FUND HOLDERS ARE ALSO MEMBERS AS WELL AS ALL INDIVIDUALS WHO WERE MEMBERS OF THE FOUNDATION ON MAY 16, 2000 AT THE TIME THE BYLAWS WERE REVISED. |
| FORM 990, PAGE 6, PART VI, LINE 7A | EACH YEAR THE FOUNDATION HAS A MEETING OF THE MEMBERS AND THEY VOTE ON INDIVIDUALS GOVERNING THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | AT THE ANNUAL MEETING, MEMBERS VOTE ON BOARD APPOINTMENTS AND WITH THE NOTICE OF THE MEETING, ARE PROVIDED NOTICE OF ANY BYLAW AMENDMENTS OR REPEALS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS FIRST REVIEWED BY MANAGEMENT, THEN THE AUDIT/STANDARDS COMMITTEE, AND FINALLY IT IS SENT TO THE TRUSTEES FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EVERY YEAR, THE STAFF AND TRUSTEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY. BY COMPLETING THIS EVERY YEAR, ANY CHANGES THROUGHOUT THE YEAR THAT MIGHT AFFECT THIS POLICY ARE ELIMINATED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION HAS A HUMAN RESOURCE COMMITTEE THAT MEETS TO REVIEW SALARIES ON AN ANNUAL BASIS. THEY MEET TO DISCUSS ANY RAISES (IF APPLICABLE) AND REVIEW COMPARABLE SALARY DATA FROM CMF AND COF. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION HAS A HUMAN RESOURCE COMMITTEE THAT MEETS TO REVIEW SALARIES ON AN ANNUAL BASIS. THEY MEET TO DISCUSS ANY RAISES (IF APPLICABLE) AND REVIEW COMPARABLE SALARY DATA FROM CMF AND COF. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES MOST DOCUMENTS AVAILABLE ON ITS WEBSITE. THOSE DOCUMENTS NOT AVAILABLE ON THE WEBSITE ARE AVAILABLE UPON REQUEST MADE TO THE FOUNDATION'S CFO. |
| FORM 990, PART X | DURING THE YEAR ENDED DECEMBER 31, 2021, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH EARLY EXPLORERS CHILD CARE & LEARNING CENTER AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON MAY 26, 2021, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 3.75%. THE NOTE IS DUE IN FULL ON MAY 15, 2026. DURING THE YEAR ENDED DECEMBER 31, 2023, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH MICHELE'S MONTESSORI SCHOOL, INC. (HOSFELD HOLDINGS), AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON JUNE 1, 2023, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 6.00%. THE NOTE IS DUE IN FULL ON JUNE 15, 2028. DURING THE YEAR ENDED DECEMBER 31, 2024, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH SERGEY'S BAKERY, AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON MAY 1, 2024, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 6.25%. THE NOTE IS DUE IN FULL ON JULY 15, 2029. DURING THE YEAR ENDED DECEMBER 31, 2024, THE FOUNDATION ENTERED INTO A SECOND LOAN AGREEMENT WITH SERGEY'S BAKERY, AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON OCTOBER 1, 2024, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 6.25%. THE NOTE IS DUE IN FULL ON OCTOBER 15, 2029. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH NORD SOCIAL, AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON JANUARY 8, 2025, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 5.75%. THE NOTE IS DUE IN FULL ON FEBRUARY 15, 2030. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION ENTERED INTO A LOAN AGREEMENT WITH RIVER CADDIS (MIDLAND CADDIS 4 MM, LLC), AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON AUGUST 29, 2025, AND REQUIRES MONTHLY PAYMENTS OF INTEREST AT A FIXED RATE OF 4.00% AND PRINCIPAL TO BE PAID AS CASH FLOW BECOMES AVAILABLE. THE NOTE IS DUE IN FULL ON SEPTEMBER 15, 2045. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOUNDATION ENTERED INTO A THIRD LOAN AGREEMENT WITH SERGEY'S BAKERY, AS PART OF ITS IMPACT INVESTING INITIATIVE, WHICH POSITIVELY IMPACTS ITS FOCUS AREAS OF DEVELOPING OUR TALENT, CARING FOR OUR PEOPLE, AND BUILDING OUR LIVELIHOOD. THE NOTE RECEIVABLE WAS SIGNED ON DECEMBER 19, 2025, AND REQUIRES MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST AT A FIXED RATE OF 6.50%. THE NOTE IS DUE IN FULL ON JANUARY 15, 2036. |