LENAWEE COUNTY EDUCATIONAL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LENAWEE COUNTY EDUCATIONAL FOUNDATION (EIN 38-2644523)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-22
- IRS object ID
- 202412969349301686
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T16:19:19-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382962645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN & NOFZINGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4196 W MAPLE AVENUE | AddressLine1Txt |
| City | ADRIAN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382644523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENAWEE COUNTY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENA | BusinessNameControlTxt |
| Phone | 5172651640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 NORTH ADRIAN HWY | AddressLine1Txt |
| City | ADRIAN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HICKMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5172651626 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN NOFZINGER | PreparerPersonNm |
| PTIN | P00886584 | PTIN |
| Phone | 5172635788 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK FARVER | BusinessNameLine1Txt |
| Business Name Line2 | PATRICK FARVER | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 RICHLYN DRIVE | AddressLine1Txt |
| Address Line2 | 245 RICHLYN DRIVE | AddressLine2Txt |
| City | ADRIAN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $345,242 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LENAWEECEF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S PRIMARY OBJECTIVE IS TO RECEIVE AND DISBURSE FUNDS, PROPERTY AND GIFTS OF ANY KIND EXCLUSIVELY FOR THE BENEFIT OF THE LENAWEE INTERMEDIATE SCHOOL DISTRICT AND ITS EDUCATIONAL SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $835,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $217,628 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,534 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,192 | PYOtherRevenueAmt |
| CY Other Revenue | $40,402 | CYOtherRevenueAmt |
| PY Total Revenue | $878,796 | PYTotalRevenueAmt |
| CY Total Revenue | $326,564 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $288,528 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $396,944 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,862 | PYOtherExpensesAmt |
| CY Other Expenses | $4,344 | CYOtherExpensesAmt |
| PY Total Expenses | $292,390 | PYTotalExpensesAmt |
| CY Total Expenses | $401,288 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $586,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$74,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,398,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,865 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,398,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,342,865 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S PRIMARY OBJECTIVE IS TO RECEIVE AND DISBURSE FUNDS, PROPERTY AND GIFTS OF ANY KIND EXCLUSIVELY FOR THE BENEFIT OF THE LENAWEE INTERMEDIATE SCHOOL DISTRICT AND ITS EDUCATIONAL SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $396,944 | ExpenseAmt |
| Grant | $396,944 | GrantAmt |
| Desc | THE FOUNDATION'S PRIMARY OBJECTIVE IS TO RECEIVE AND DISBURSE FUNDS, PROPERTY AND GIFTS OF ANY KIND EXCLUSIVELY FOR THE BENEFIT OF THE LENAWEE INTERMEDIATE SCHOOL DISTRICT AND ITS EDUCATIONAL SYSTEM. IN THE 2023-2024 FISCAL YEAR, THERE WERE 265 SCHOLARSHIPS AND GRANTS AWARDED. | Desc |
| Total Program Service Expenses | $396,944 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | 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 | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENAWEE ISD | BusinessNameLine1Txt |
| Business Name Line2 | LENAWEE ISD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5172651626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 N ADRIAN HWY | AddressLine1Txt |
| Address Line2 | 4107 N ADRIAN HWY | AddressLine2Txt |
| City | ADRIAN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Business Name Line2BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| KAROL BOLTON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARCY BROWN | |||||||
| VICE CHAIRMA | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAM VAN DOREN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GARRY CLIFT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | GARRY CLIFT | |
| DOUG GRAY | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KELLI GROEB-PETERS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HICKMAN | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM MCCLELLAN JR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRONNA KAHLE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TODD MARSHALL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA POPPINK MELCHER | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | MARTHA POPPINK MELCHER |
| KATHRYN M MOHR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAN PARSON | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK FARVER | |||||||
| CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | PATRICK FARVER |
| ROD PENDER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THERESA POWERS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY CAINE | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | STANLEY CAINE | |
| DAVID THOMAS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOE WILLIAMS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J WANKE | |||||||
| EXECUTIVE DI | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $217,628 | AllOtherContributionsAmt |
| Total Contributions | $217,628 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,149 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,207 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,178 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,178 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,178 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,080 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $8,678 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,402 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $326,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,327 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,207 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,944 | TotalAmt |
| Program Services | $396,944 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| INVESTMENT FEES | $4,247 | $4,247 |
| MISCELLANEOUS | $97 | $97 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,288 | TotalAmt |
| Program Services | $396,944 | ProgramServicesAmt |
| Management And General | $4,344 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,288 | BOYAmt |
| EOY | $131,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,614 | BOYAmt |
| EOY | $1,027,621 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,700 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,910 | BOYAmt |
| EOY | $184,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,512 | BOYAmt |
| EOY | $1,342,865 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $841,765 | BOYAmt |
| EOY | $853,421 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,747 | BOYAmt |
| EOY | $489,444 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,512 | BOYAmt |
| EOY | $1,342,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,512 | BOYAmt |
| EOY | $1,342,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$74,724 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,077 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $173,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $835,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $217,628 | CurrentTaxYearAmt |
| Total | $1,659,426 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $835,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $217,628 | CurrentTaxYearAmt |
| Total | $1,659,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,659,426 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,207 | CurrentTaxYearAmt |
| Total | $23,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,682,723 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $279,214 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Contri | $25,500 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $396,944 | DonorAdvisedFundsGrantsAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST ENDOWMENT | Desc |
| Book Value | $184,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $184,000 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $326,564 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $326,564 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $326,564 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $401,288 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $401,288 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $401,288 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STROKES FOR STU | Event1Nm |
| Gross Receipts Event1 | $49,080 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $49,080 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,435 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,547 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $251 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $445 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $49,080 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $49,080 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,435 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,547 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $251 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $445 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,678 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $40,402 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $396,944 | 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 | STUDENTS APPLY FOR SCHOLARSHIPS JANUARY-MARCH. APPLICATIONS ARE REVIEWED BY SELECTION COMMITTEES IN MARCH-APRIL. SELECTION COMMITTEES INFORM STAFF OF RECIPIENTS. RECIPIENTS ARE INFORMED OF SELECTION, LETTER IS SENT TO STUDENT REQUESTING DOCUMENTATION FOR PAYMENT AWARD (COPIES OF THANK YOU NOTE AND FALL REGISTRATION SCHEDULE). PAYMENT IS ISSUED TO STUDENT AND COLLEGE/UNIVERSITY ALONG WITH A COVER LETTER TO THE FINANCIAL AID OFFICE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | LENAWEE COMMUNITY FOUNDATION LENAWEE COMMUNITY FOUNDATION TRUSTEE CEO BUSINESS RELATIONSHIP LENAWEE COMMUNITY FOUNDATION LENAWEE COMMUNITY FOUNDATION CHAIR CEO BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | UNREALIZED GAIN 0 |