2013-05-10T16:15:50-05:00 2012-12-31 382268582 RASMUSSENTELLERO'NEIL & CHRISTMAN PC 555 MICHIGAN STREET PETOSKEY MI 49770 990 2012-01-01 371491024 BAY HARBOR FOUNDATION BAYH 2314392700 750 BAY HARBOR DRIVE BAY HARBOR MI 49770 RODNEY PHILLIPS 2314392700 2013-05-07 1 KEVIN R CHRISTMAN P00221723 2313475555 2013-05-07 2012 2016-02-24 21:20:13Z RODNEY PHILLIPS 750 BAY HARBOR DRIVE BAY HARBOR MI 49770 504525 0 X WWW.BAYHARBORFOUNDATION.ORG X 2004 MI TO PROVIDE ASSISTANCE TO NOT FOR PROFIT CULTURAL, SOCIAL SERVICE AND ARTS BASED ORGANIZATIONS IN NORTHERN MICHIGAN GEOGRAPHIC FOCUS AREA. 26 25 6 0 0 0 240070 182968 0 0 2905 4467 67081 98126 310056 285561 140944 137373 0 0 88271 103032 0 0 65095 77302 55173 306517 295578 3539 -10017 330789 325674 14518 8502 316271 317172 BAY HARBOR FOUNDATION, IN CLOSE HARMONY WITH ITS MEMBERS, DEDICATED ITSELF TO PROVIDE ASSISTANCE TO NOT FOR PROFIT CULTURAL, SOCIAL SERVICE AND ARTS BASED ORGANIZATIONS IN NORTHERN MICHIGAN GEOGRAPHIC FOCUS AREA. 0 0 97417 76373 AWARDED GRANTS TO OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT THEIR EXEMPT PURPOSES. 77535 61000 AWARDED SCHOLARSHIPS TO QUALIFYING STUDENTS TO ATTEND COLLEGES. 174952 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 3 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 X 26 25 1 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 MI X CANDACE FITZSIMONS 2314392700 750 BAY HARBOR DRIVE BAY HARBOR MI 49770 TRACY BACIGALUPI 1.00 X 0 0 0 WILLIAM CONNER 1.00 X 0 0 0 CHRISTINE ETIENNE 1.00 X 0 0 0 TINA FRESCOLN 1.00 X 0 0 0 DAVID JOHNSON 1.00 X 0 0 0 PAUL KEISWETTER 1.00 X 0 0 0 JOHN MCFARLAND 1.00 X 0 0 0 JUDY PHILLIPS 1.00 X 0 0 0 RODNEY PHILLIPS 1.00 X 0 0 0 ROBERT ROSKAM 1.00 X 0 0 0 JASON ALLEN 1.00 X 0 0 0 DEBRA GOODMAN 1.00 X 0 0 0 CATHERINE PHILLIPS 1.00 X 0 0 0 KATHRYN WISNE 1.00 X 0 0 0 SALLY CANNON 1.00 X 0 0 0 HEATHER FRICK 1.00 X 0 0 0 GWEN HAGGERTY - BEARDEN 1.00 X 0 0 0 LINDA LYON 1.00 X 0 0 0 PAUL KNAPP 1.00 X 0 0 0 CATHERINE MUSTO 5.00 X X 0 0 0 WILLIAM PARFET 5.00 X X 0 0 0 JAMES RAMER 5.00 X X 0 0 0 CLAYTON WALDORF 5.00 X X 0 0 0 SCOT MORRISON 5.00 X X 0 0 0 JILL O'NEILL 5.00 X X 0 0 0 KIMBERLY SWEARENGEN 1.00 X 0 0 0 SUSAN MARRIOT 1.00 X 0 0 0 DAVID MOORE 1.00 X 0 0 0 JOSEPH SPROLES 1.00 X 0 0 0 CANDACE FITZSIMONS 50.00 X 64850 0 0 64850 0 0 0 0 0 0 0 53095 129873 53095 182968 4467 4467 317090 53095 218964 98126 98126 285561 4467 0 98126 76373 76373 61000 61000 64850 16212 16212 32426 30246 7562 7562 15122 7936 1984 1984 3968 5900 5900 19599 8821 3330 7448 3925 3925 13094 3000 7094 3000 1121 1121 381 381 5026 3016 2010 HOSPITALITY 3363 3363 OTHER 1980 1980 DUES, MEMBERSHIPS & SUB 784 784 295578 174952 55531 65095 18176 2437 179159 168072 24400 68 2360 3035 2000 0 5410 4651 1140 759 103554 151303 330789 325674 10672 8500 3846 2 14518 8502 X 148308 147136 34740 17615 133223 152421 316271 317172 330789 325674 -10017 10918 0 X 0 1 X 1 0 X 503342 271725 239139 240070 182968 1437244 503342 271725 239139 240070 182968 1437244 340762 1096482 1708 1516 1037 2905 4467 11633 18731 18731 1467608 1332700 0.74710 0.71180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PERFORMING ARTS CENTER - 2009 AMOUNT: $ 18,731. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133223 3950 15248 152421 112488 17588 3147 133223 109450 2600 438 112488 106612 2838 109450 101362 5250 106612 1.00000 0 0 5410 4651 759 759 MUTUAL FUNDS 151303 F 151303 PAYROLL TAXES PAYABLE 2 2 296479 10918 10918 285561 0 285561 295578 0 295578 0 295578 BAYNANZA FESTIVAL 222208 45126 177082 103696 26376 VINTAGE CAR AND BOAT FESTIVAL 88941 0 88941 0 46932 5 59036 7969 51067 41960 370185 53095 317090 103696 115268 218964 98126 1 MANNA FOOD PROJECT 8791 MCBRIDE PARK COURT HARBOR SPRINGS MI 49740 382764533 501(C)(3) 15000 HEALTH & HUMAN SERVICES CHARLEVOIX AREA HOSPITAL FOUNDATION 14700 LAKE SHORE DRIVE CHARLEVOIX MI 49720 381459366 501(C)(3) 5326 HEALTH & HUMAN SERVICES FRIENDSHIP CENTERS OF EMMET COUNTY 1322 ANDERSON RD PETOSKEY MI 49770 382205586 501(C)(3) 6000 HEALTH & HUMAN SERVICES 3 FINANCIAL ASSISTANCE TO DESERVING AND NEEDFUL COLLEGE OR UNIVERSITY STUDENTS WHO HAVE, OR WHOSE PARENTS OR GRANDPARENTS HAVE, MADE CONTRIBUTIONS TO BAY HARBOR COMMUNITY AS EMPLOYEES OF ENTITIES ENGAGED IN ACTIVITIES OR BUSINESS WITHIN BAY HARBOR. 30 61000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES' PROVIDE REPORTS TO THE FOUNDATION DETAILING THE PURPOSE AND USE OF THE FUNDS. DAVID V JOHNSON CHAIRMAN OF BAY HARBOR VILLAGE CO. AND DIRECTOR OF BAY HARBOR FOUNDATION 12000 BAY HARBOR FOUNDATION PAYS RENT TO BAY HARBOR VILLAGE COMPANY. 0 X 1 9000 SELLING PRICE X TRAVEL & ENTERTAINMENT 12 26494 SELLING PRICE X MISCELLANEOUS ITEMS 41 14553 SELLING PRICE X FOOD, BEVRAGES & EQUIPMENT FOR EVENTS 5 3048 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 GOVERNING BODY MEMBERS THAT HAVE A FAMILY RELATIONSHIP:RODNEY PHILLIPS AND JUDY PHILLIPS GOVERNING BODY MEMBERS THAT HAVE A BUSINESS RELATIONSHIP: DAVID JOHNSON, TRACY BACIGALUPI, CHRISTINE ETIENNE, AND JILL O'NEILL. FORM 990, PART VI, SECTION A, LINE 6 THE BAY HARBOR FOUNDATION IS ORGANIZED AS A NONPROFIT CORPORATION WITH MEMBERS WHO MEET SPECIFIC QUALIFICATIONS, AS DESCRIBED IN BYLAWS ARTICLE II. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS, OTHER THAN YOUTH MEMBERS, ARE EACH ENTITLED TO ONE VOTE TO ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING, PER BYLAWS ARTICLES II, III AND IV. PER BYLAWS ARTICLE IV, AT THE ANNUAL MEETING MEMBERS SHALL BY RESOLUTION DESIGNATE THE NUMBER OF DIRECTORS TO BE ELECTED IN THE ENSUING YEAR. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE CAN ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE REVIEW OF THE FORM 990 WAS CONDUCTED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE FINANCE COMMITTEE BEFORE IT WAS FILED. THE REVIEW CONSISTED OF REVIEWING ALL PARTS AND SUPPORTING SCHEDULES OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND COMMITTEE MEMBER WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS COMPLIANCE WITH THE POLICY FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.