TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JANET M MANCINELLI...................................................................... TRUSTEE	1.00 .................	X		0	0
(2) ROBERT E KEEDY...................................................................... TRUSTEE	1.00 .................	X		0	0
(3) MARY E RAPIN...................................................................... TRUSTEE	1.00 .................	X		0	0
(4) SARAH L SHUMAN...................................................................... TRUSTEE	1.00 .................	X		0	0
(5) KATHRYN S ERBER...................................................................... TRUSTEE	1.00 .................	X		0	0
(6) JENNIFER H ATTIE...................................................................... TRUSTEE	1.00 .................	X		0	0
(7) EMERSON J MEYER...................................................................... TRUSTEE	1.00 .................	X		0	0
(8) COURTNEY FONT...................................................................... TRUSTEE	1.00 .................	X		0	0
(9) WILLIAM HENAGAN...................................................................... TRUSTEE	1.00 .................	X		0	0
(10) ALEXANDER CARLSON...................................................................... TRUSTEE	1.00 .................	X		0	0
(11) DAVID DEAL...................................................................... TRUSTEE	1.00 .................	X		0	0
(12) DEVIN MARVIN...................................................................... TRUSTEE	1.00 .................	X		0	0
(13) JAMES W FORD...................................................................... PRESIDENT	3.00 .................	X	X	0	0
(14) DANA F ANDREWS...................................................................... VICE PRESIDENT	3.00 .................	X	X	0	0
(15) MELISSA A NGUYEN...................................................................... TREASURER	4.00 .................	X	X	0	0
(16) STEVEN L BOECKMAN...................................................................... SECRETARY	3.00 .................	X	X	0	0
(17) DAVID JONES...................................................................... EXECUTIVE DIRECTOR	40.00 .................		X	120,100	9,631

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number

38-3032185

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	3,235,057	4,198,128	3,406,197	6,484,289	6,685,954	24,009,625
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	3,235,057	4,198,128	3,406,197	6,484,289	6,685,954	24,009,625
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						6,383,144
6	Public support. Subtract line 5 from line 4.						17,626,481

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	3,235,057	4,198,128	3,406,197	6,484,289	6,685,954	24,009,625
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	775,128	783,822	1,273,921	911,468	1,138,233	4,882,572
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						28,892,197

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

61.010 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

63.950 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number

38-3032185

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION		Employer identification number 38-3032185

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION			Employer identification number 38-3032185
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number

38-3032185

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........	96	24
2	Aggregate value of contributions to (during year)	3,105,457	4,213
3	Aggregate value of grants from (during year)	2,867,715	79,384
4	Aggregate value at end of year ........	20,636,210	1,839,656

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	30,529,263	34,130,770	34,963,287	23,547,110	29,073,399
b	Contributions ...	895,719	736,810	577,656	871,755	822,854
c	Net investment earnings, gains, and losses	5,188,943	-2,376,659	693,028	12,708,923	-3,010,801
d	Grants or scholarships ...	1,504,721	1,337,931	1,536,456	1,630,644	2,813,287
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	635,165	623,727	566,745	533,857	525,055
g	End of year balance ......	34,474,039	30,529,263	34,130,770	34,963,287	23,547,110

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	17,332	17,257	75
e	Other .....	37,152	25,327	11,825
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				11,900

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
FUNDS HELD AS AGENCY ENDOWMENTS	11,059,982
DISC OBLIG - CHARITABLE GIFT ANNUIT	88,201
GRANT PAYABLE	2,113,460
LEASE LIABILITY	208,612





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	13,470,255
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	13,137,833
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	4,673,907
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	-51,568
e	Add lines 2a through 2d .....................			2e	4,622,339
3	Subtract line 2e from line 1..................			3	8,515,494
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	785,190
c	Add lines 4a and 4b....................			4c	785,190
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	9,300,684

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	8,783,383
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	-382,875
e	Add lines 2a through 2d....................			2e	-382,875
3	Subtract line 2e from line 1...................			3	9,166,258
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b	51,568
c	Add lines 4a and 4b.....................			4c	51,568
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	9,217,826

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE USED TO ADDRESS A BROAD RANGE OF COMMUNITY NEEDS. THE ENDOWMENT FUNDS ARE A RESERVOIR OF CHARITABLE CAPITAL THAT GO ON GIVING YEAR AFTER YEAR TO IMPROVE THE COMMUNITY. THE ENDOWMENT FUNDS ARE INVESTED, AND INVESTMENT INCOME FROM THE FUNDS IS USED ANNUALLY FOR GRANTS TO SUPPORT A BROAD RANGE OF COMMUNITY PROGRAMS THAT IMPACT THE LIVES OF INDIVIDUALS AND FAMILIES FROM ALL WALKS OF LIFE. EACH ENDOWMENT FUND IS ESTABLISHED WITH THE DONOR INTENT AND CHARITABLE PURPOSES IN MIND. THERE ARE SEVERAL CATEGORIES OF FUNDS WITHIN THE COMMUNITY FOUNDATION. THEY ARE UNRESTRICTED FUNDS, DONOR ADVISED FUNDS, FIELD OF INTEREST FUNDS, DESIGNATED AGENCY FUNDS AND SCHOLARSHIP FUNDS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INVESTMENT EXPENSES -51,568.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	AGENCY ENDOWMENT GIFT AND INCOME ACTIVITY 785,190.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	AGENCY ENDOWMENT GRANT AND EXPENSES ACTIVITY -382,875.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT EXPENSES 51,568.

Schedule D (Form 990) 2022

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number
38-3032185

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ACCOUNTING AID SOCIETY 3031 W GRAND BLVD SUITE 470 NEW CENTER ONE DETROIT,MI48202	23-7310753	501(C)3	7,576	IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR THE TAX ASSISTANCE OR NON-PROFIT SERVICES PROGRAMS.
(2) ALANSON BEAUTIFICATION CENTER PO BOX 326 ALANSON,MI49706	38-2515229	OTHER	7,650	SPRING 2023 GRANT CYCLE - KEEP ALANSON BEAUTIFUL
(3) ALETHA'S LEGACY P O BOX 1824 DESTIN,FL32540	84-2829402	501(C)3	25,000	SCHOOL BUILDING PROJECT
(4) AYUDAMOS CARIB 810 HARBOR WATCH DR APT 64 PETOSKEY,MI49770	26-1539791	501(C)3	10,000	GENERAL SUPPORT
(5) BAY BLUFFS- EMMET COUNTY MEDICAL CARE FACILITY 750 EAST MAIN STREET HARBOR SPRINGS,MI49740	38-3640112	501(C)3	18,402	SPRING 2023 GRANT CYCLE - WORKFORCE CAPACITY BUILDING CAMPAIGN, 2023 ANNUAL INCOME ALLOCATION FROM AGATHA O. BOETTGER SENIOR CITIZEN FUND
(6) BOY SCOUTS PACK 5 PO BOX 2101 PETOSKEY,MI497702101	46-1455569	501(C)3	7,250	FALL 2023 GRANT CYCLE - PACK 5 CUB SCOUTS REGISTRATION FEES
(7) BOY SCOUTS TROOP #5 PO BOX 457 PETOSKEY,MI49770	38-1784822	501(C)3	57,500	GENERAL SUPPORT, SCHOLARSHIPS, POP CORN MACHINE PROJECT, 2024 REGISTRATION SCHOLARSHIPS
(8) BOYNE FALLS POLISH FESTIVAL COMMITTEE PO BOX 187 BOYNE FALLS,MI49713	20-4866878	501(C)3	10,000	KIDS DAY PROGRAM SPONSOR
(9) CAMP DAGGETT 03001 CHURCH ROAD PETOSKEY,MI49770	38-1617980	501(C)3	13,596	2023 ANNUAL INCOME ALLOCATION FROM MATT MATHIAS (EMER A. MATHIAS) MEMORIAL FUND, 2023 ANNUAL ALLOCATION FROM CAMP DAGGETT FUND
(10) CASS COMMUNITY SOCIAL SERVICES 11745 ROSA PARKS BLVD DETROIT,MI48206	38-3429921	501(C)3	10,000	GENERAL SUPPORT
(11) CATALYTIC ART & MEDIA 825 FOUNTAIN ST ANN ARBOR,MI48103	83-2162563	501(C)3	10,000	GENERAL SUPPORT
(12) CENTRAL MICHIGAN UNIVERSITY PUBLIC BROADCASTING 1999 E CAMPUS DR MOUNT PLEASANT,MI488592029	38-6004447	501(C)3	7,576	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR RADIO PROGRAMMING.
(13) CHAR-EM ISD 08568 MERCER ROAD CHARLEVOIX,MI49720	38-1714461	OTHER	10,000	FALL 2023 GRANT CYCLE - CHAREM STREET STEM: K-8 STEM INITIATIVE
(14) CITY OF CARMEL BY THE SEA PO BOX CC CARMEL BY THE SEA,CA93921		OTHER	7,500	TO SUPPORT THE CARMEL BY THE SEA POLICE DEPARTMENT AND IN APPRECIATION OF JEFF WATKINS SERVICE. CATHERINE, NICOLA AND BLITZEN SEBASTIANI
(15) CITY OF HARBOR SPRINGS PO BOX 678 HARBOR SPRINGS,MI49740	38-6004559	OTHER	326,339	FUNDS FROM HARBOR SPRINGS SKATE PARK SPECIAL PROJECT FUND TO CLOSE OUT FUND
(16) CITY OF PETOSKEY 101 EAST LAKE STREET PETOSKEY,MI49770	38-6004583	OTHER	15,000	RESOURCE CENTER LANDSCAPING RESTORATION
(17) CONSERVATION RESOURCE ALLIANCE 10850 TRAVERSE HWY STE 1180 TRAVERSE CITY,MI49684	38-2181915	501(C)3	6,650	SPRING 2023 GRANT CYCLE - FREE SPAN THE MAPLE RIVER INITIATIVE DOUGLAS LAKE ROAD TIMBER BRIDGE CONSTRUCTION
(18) CROOKED TREE ARTS COUNCIL INC 461 E MITCHELL ST PETOSKEY,MI49770	23-7187264	501(C)3	78,101	GENERAL SUPPORT, 50TH ANNIVERSARY MATCH, FOR THE 50TH ANNIVERSARY CAMPAIGN. IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR THE PERFORMING ARTS SERIES. SPRING 2023 GRANT CYCLE - CTAC THEATER BEAUTIFICATION PROJECT, NEW YEARS EVE CELEBRATION, $3,000 SCHOOL OF BALLET; $2,000 CHILDREN'S PROGRAMS
(19) CROSS OF CHRIST LUTHERAN CHURCH 1450 EAST MITCHELL ROAD PETOSKEY,MI49770	38-2136316	501(C)3	8,000	FALL 2023 GRANT CYCLE - PETOSKEY PAPER PANTRY
(20) CROSSHATCH CENTER FOR ART AND ECOLOGY 414 E 8TH STREET TRAVERSE CITY,MI49686	37-1517759	501(C)3	14,317	SPRING 2023 GRANT CYCLE - ASSESSING THE NEEDS AND WELLBEING OF FARMERS AND FARMING IN THE NORTHERN FARMS FOODSHED
(21) CYSTIC FIBROSIS FOUNDATION - MICHIGAN CHAPTER 2265 LIVERNOIS ROAD 410 TROY,MI48083	13-1930701	501(C)3	30,000	PURPLE TIE BALL, REGIONAL MATCH
(22) DETROIT INSTITUTE OF ARTS DEVELOPMENT DEPARTMENT 5200 WOODWARD AVE DETROIT,MI482024008	38-1359510	501(C)3	10,101	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE ADDED TO THE ACQUISITION ENDOWMENT FUND, INCOME TO BE USED FOR ACQUISITION OF ART WORK FOR THE INSTITUTE.
(23) DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT,MI48201	38-1385132	501(C)3	10,101	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE DESIGNATED WITHIN THE DSO ENDOWMENT FUND FOR EDUCATIONAL ACTIVITIES.
(24) DETROIT ZOO 8450 W 10 MILE ROAD ROYAL OAK,MI48067	38-6027356	501(C)3	20,000	GENERAL SUPPORT
(25) EASTERN MICHIGAN UNIVERSITY FOUNDATION PO BOX 972057 YPSILANTI,MI48197	38-2953297	501(C)3	112,120	TO SUPPORT SEMIS PROGRAM LEADERSHIP TRANSITION PER PROPOSAL OF FEBRUARY 2024, TO SUPPORT THE FIELD SCHOOL ELEMENT OF THE HISTORIC PRESERVATION PROGRAM PROPOSAL OF FEBRUARY 2024, DESIGNATED FOR THE SOUTHEAST MICHIGAN STEWARDSHIP COALITION
(26) EDUCATIONAL FOUNDATION FOR MANCELONA SCHOOLS PO BOX 586 MANCELONA,MI49659	38-3742366	501(C)3	7,500	2023 ANNUAL INCOME ALLOCATION FROM OTHO J. MATHIAS SCHOLARSHIP FUND
(27) EMMANUEL EPISCOPAL CHURCH 1020 E MITCHELL ST PETOSKEY,MI49770	38-2307700	501(C)3	54,987	ALLOCATION REQUEST 2023, 2023 ANNUAL ALLOCATION FROM EMMANUEL EPISCOPAL CHURCH ENDOWMENT FUND, GENERAL SUPPORT - 2024 ANNUAL GIVING
(28) EMMET COUNTY RECYCLING 736 PLEASANTVIEW ROAD HARBOR SPRINGS,MI49740		501(C)3	20,000	SPRING 2023 GRANT CYCLE - HOUSEHOLD HAZARDOUS WASTE COLLECTION FOR EMMET COUNTY RESIDENTS
(29) FIRST PRESBYTERIAN CHURCH OF PETOSKEY 501 EAST MITCHELL STREET PETOSKEY,MI49770	38-6098294	501(C)3	7,000	ANNUAL GIVING
(30) FIRST TEE - NORTHERN MICHIGAN PO BOX 613 HARBOR SPRINGS,MI49740	74-3149490	501(C)3	22,300	SUPPORT AND DEFRAY COSTS OF TFT -GAM-F DONOR FUND RAISING EVENT. 2023 HARBOR CUP TEAM BOYNE SUPPORT. SPRING 2023 GRANT CYCLE - FIRST TEE COACH HOUSING
(31) FLOW (FOR LOVE OF WATER) 440 WEST FRONT ST SUITE 100 TRAVERSE CITY,MI49684	45-4370935	501(C)3	10,000	TO SUPPORT LINE 5 WORK BEING DONE BY SKIP PRUSS
(32) FRACTURED ATLAS 248 W 35TH STREET FL 10 NEW YORK,NY100012505	11-3451703	501(C)3	26,800	$5,000 FOR THE ABUNDANCE PROJECT PUBLISHING EXPENSES AND $21, 800 FOR THE ABUNDANCE PROJECT OCTOBER 2023
(33) FRIENDS OF THE UNIVERSITY OF MICHIGAN GILBERT SULLIVAN 5445 HELLNER ROAD ANN ARBOR,MI48105	38-3282743	501(C)3	10,101	IN THE NAMES OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, IN MEMORY OF MARTHA CAVANAGH CAMERON AND MARGARET DODD KIVISTO, TO BE USED FOR THE FRIENDS OF UNIVERSITY OF MICHIGAN GILBERT AND SULLIVAN SOCIETY ENDOWMENT
(34) FRIENDSHIP CENTERS OF EMMET COUNTY 1322 ANDERSON RD PETOSKEY,MI497709256	23-7000317	501(C)3	26,187	2023 ANNUAL INCOME ALLOCATION FROM AGATHA O. BOETTGER SENIOR CITIZEN FUND. 2023 ANNUAL INCOME ALLOCATION FROM ALBERT AND CAROL OSBORN MEMORIAL FUND. FALL 2023 GRANT CYCLE - MEALS ON WHEELS VEHICLE
(35) GOLF ASSOCIATION OF MICHIGAN FOUNDATION 39255 COUNTRY CLUB DR SUITE B-40 FARMINGTON HILLS,MI48331	47-2118531	501(C)3	42,000	EDUCATIONAL FUND HELD AT SE MICHIGAN CF - FERRIS STATE PGA - SCHOLARSHIP FUND. SUPPORT AND DEFRAY COSTS OF TFT -GAM-F DONOR FUND RAISING EVENT. 1,000 FOR 2023 YOC COURSE CELEBRATION 5,000 FOR 2023 AMY GRAHAM INTERNSHIP FUND. GREATEST NEED. 60% GAMF GENERAL FUND BROKEN OUT TO INCLUDE 10% FOR THE GAM DEI COMMITTEE. SUBJECT TO FINAL APPROVAL FOR PROJECT(S) APPROVED BY GAM-F BOARD - 20% INTERN OUTING FUND - 20% SEMI COMMUNITY FUND SCHOLARSHIP
(36) GOOD HART ARTIST RESIDENCY PO BOX 182 HARBOR SPRINGS,MI49740	82-2733769	501(C)3	15,000	SPRING 2023 GRANT CYCLE - GOOD HART ARTIST RESIDENCY - ASSOCIATE DIRECTOR HIRE
(37) GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DRIVE BAY HARBOR,MI497708531	46-4121514	501(C)3	55,000	GENERAL SUPPORT. HOLIDAY SEASON SPONSORSHIP. FALL 2023 GRANT CYCLE - CIRQUE MECHANIC'S "ZEPHYR" - AN ACROBATIC CIRCUS INSPIRED BY HUMANKINDS' RELATIONSHIP WITH THE WIND
(38) GREATER DETROIT AGENCY FOR THE BLIND AND VISUALLY IMPAIRED 16625 GRAND RIVER DETROIT,MI48227	38-1683860	501(C)3	10,101	IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, TO BE USED TO FUND THE ENDOWMENT.
(39) GROSSE POINTE PUBLIC LIBRARY 10 KERCHEVAL GROSSE POINTE FARMS,MI48236	38-3184373	OTHER	20,201	IN MEMORY OF MARIE E. CAMERON AND LOUIS T. CAMERON, TO BE USED FOR SPECIAL PROGRAMMING OVER AND ABOVE PROGRAMS PAID FOR BY THE OPERATIONAL BUDGET, WITH ACKNOWLEDGMENT OF THESE DONORS AND MEMORIALS TO BE GIVEN AS SPONSORED PROGRAMS TAKE PLACE.
(40) GROSSE POINTE WAR MEMORIAL ASSOCIATION 32 LAKE SHORE ROAD GROSSE POINTE FARMS,MI48236	38-1393849	501(C)3	10,101	IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR CAPITAL IMPROVEMENT PROJECTS.
(41) GROUNDWORK CENTER FOR RESILIENT COMMUNITIES 313 HOWARD ST UNIT B PETOSKEY,MI49770	38-2314954	501(C)3	13,400	SPRING 2023 GRANT CYCLE - GROUNDWORKS FARMS, FOOD AND HEALTH CULINARY MEDICINE TRAINING SCHOLARSHIPS FOR EMMET CO PROVIDERS
(42) HARBOR HALL FOUNDATION PO BOX 376 HARBOR SPRINGS,MI49740	38-3105589	501(C)3	15,000	GENERAL SUPPORT
(43) HARBOR SPRINGS AREA HISTORICAL SOCIETY 349 E MAIN STREET PO BOX 812 HARBOR SPRINGS,MI49740	38-2934124	501(C)3	95,000	THE CAMPAIGN FOR THE HARBOR SPRINGS HISTORICAL CORRIDOR. CAPITAL CAMPAIGN. GENERL SUPPORT. SPRING 2023 GRANT CYCLE - SUMMER 2023 PROGRAMMING
(44) HARBOR SPRINGS FESTIVAL OF THE BOOK 160 STATE ST PO BOX 766 HARBOR SPRINGS,MI497400766	47-1729627	501(C)3	10,000	BOOKS FOR AREA CHILDREN
(45) HENRY FORD HEALTH SYSTEM 1 FORD PL 5A DETROIT,MI482023450	38-1357020	OTHER	101,007	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, TO ESTABLISH THE "MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON FUND," IN HONOR OF GARY B. TALPOS, M.D., AND IN MEMORY OF PIERCE SMITH, M.D., TO FURTHER CANCER RESE
(46) HOSPICE OF MICHIGAN INC 145 N STATE ST ALPENA,MI49707	38-2255529	501(C)3	10,000	FALL 2023 GRANT CYCLE - GRIEF SUPPORT SERVICES
(47) HOUSING NORTH PO BOX 1434 TRAVERSE CITY,MI49685	83-3499967	501(C)3	25,000	EMMET COUNTY HOUSING READY PROGRAM - PART II
(48) IMMIGRATION LAW & JUSTICE MICHIGAN 207 FULTON ST E GRAND RAPIDS,MI495033278	82-2680614	501(C)3	20,000	GENERAL SUPPORT
(49) INLAND SEAS EDUCATION ASSOCIATION 100 DAME ST 218 SUTTONS BAY,MI49682	38-2866234	501(C)3	5,051	IN THE NAMES OF, AND IN MEMORY OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR THE SCIENCE SHIP FUND.
(50) INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN,MI496430199	38-1689022	501(C)3	20,201	GENERAL SUPPORT
(51) JUNIOR LEAGUE OF DETROIT INC 32 LAKE SHORE ROAD GROSSE POINTE FARMS,MI48236	38-1507301	501(C)3	15,151	IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR THE JUNIOR LEAGUE OF DETROIT, INC. ENDOWMENT FUND.
(52) KAPPA ALPHA THETA FOUNDATION 8740 FOUNDERS ROAD INDIANAPOLIS,IN462681300	36-6066531	501(C)3	10,101	GENERAL SUPPORT
(53) LITTLE TRAVERSE BAY HUMANE SOCIETY 1300 WEST CONWAY ROAD HARBOR SPRINGS,MI49740	38-1384441	501(C)3	12,635	2023 ANNUAL INCOME ALLOCATION FROM MARJORIE GREEN FUND FOR LITTLE TRAVERSE BAY HUMANE SOCIETY
(54) LITTLE TRAVERSE CONSERVANCY 3264 POWELL ROAD HARBOR SPRINGS,MI49740	23-7267810	501(C)3	338,108	MELVIN FAMILY HIKING & BIKING TRAIL. FOR LAMKIN FARM RESERVE. MEMBERSHIP AND BOOK COST PER EMAIL TO EMILY. ALLOCATION FROM MICHAEL CAMERON ESTATE. WILDSHORES INITIATIVE. SPRING 2023 GRANT CYCLE - CREATING MORE WAYS TO CONNECT TO NATURE: ACCESSING A POND AT THE SALLY & JACK CLARK NATURE PRESERVE
(55) LITTLE TRAVERSE SAILORS PO BOX 583 HARBOR SPRINGS,MI49740	38-1982686	501(C)3	9,250	SPRING 2023 GRANT CYCLE - LITTLE TRAVERSE SAILORS SCHOLARSHIP AND LOCAL RATE GRANT
(56) MACKINAC ISLAND COMMUNITY FOUNDATION PO BOX 933 MACKINAC ISLAND,MI49757	38-3179612	501(C)3	10,000	FOR THE STEVE AND ANNE MURRAY FUND
(57) MANNA FOOD PROJECT 8791 MCBRIDE PARK COURT HARBOR SPRINGS,MI49740	38-2764533	501(C)3	115,000	SPRING 2023 GRANT CYCLE - FOOD 4 KIDS. MANNA BACKPACK PROGRAM. 2023 HARBOR CUP TEAM BOYNE SUPPORT. MOBILE FOOD PANTRY. GENERAL SUPPORT
(58) MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVENUE PETOSKEY,MI49770	38-2445611	501(C)3	89,702	SPRING 2023 GRANT CYCLE - FAMILY MEDICINE RESIDENCY PROGRAM AT MCLAREN NORTHERN MICHIGAN. $1,000 KALAHAR/TOST PEDIATRIC TRAVEL ASSISTANCE FUND; $5,000 ONCOLOGY ENDOWMENT FUND; $30,000 TO EXCELLENCE THROUGH EDUCATION FUND. GENERAL FUND. GENERAL SUPPORT - ANNUAL GRANT.
(59) MEMORIAL SLOAN-KETTERING CANCER CENTER GIFT ADMINISTRATION PO BOX 27106 NEW YORK,NY10065	13-1924236	OTHER	101,007	IN THE NAMES OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, IN MEMORY OF MARTHA CAVANAGH CAMERON AND IN HONOR OF NANCY E. KEMENY, M.D., TO BE USED IN SUPPORT OF THE CENTER'S WORK.
(60) MIAMI UNIVERSITY FOUNDATION 107 ROUDEBUSH HALL OXFORD,OH45056	31-6026014	501(C)3	30,302	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR THE BENEFIT OF THE DEPARTMENT OF POLITICAL SCIENCE AT MIAMI UNIVERSITY TO ESTABLISH THE "MICHAEL THAIN CAMERON ENDOWED UNDERGRADUATE SCHOLARSHIP FUND." SC
(61) MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 340 BEAKES ST SUITE 110 ANN ARBOR,MI48104	37-1430158	501(C)3	20,000	UNRESTRICTED. GENERAL SUPPORT
(62) MICHIGAN STATE UNIVERSITY-ELI BROAD COLLEGE OF BUSINESS 632 BOGUE ST N505 EAST LANSING,MI48824	38-6005984	501(C)3	6,000	JULIE FASONE HOLDER AND JOHN HOLDER SCHOLARSHIP
(63) MICHIGAN TECHNOLOGICAL UNIVERSITY FINANCIAL AID OFFICE 1400 TOWNSEND DRIVE HOUGHTON,MI49931	38-1554664	501(C)3	18,000	THREE SCHOLARSHIPS AT $3000/EACH TO BE USED FOR FALL 2024 STUDENTS FOR THE SCHOOL OF BUSINESS
(64) MIDLAND AREA COMMUNITY FOUNDATION 76 ASHMAN CIRCLE MIDLAND,MI48640	38-2023395	501(C)3	10,000	TOM HOLDER GOLF SCHOLARSHIP FUND #692
(65) MUNSON HEALTHCARE FOUNDATIONS 1150 MEDICAL CAMPUS DRIVE TRAVERSE CITY,MI49684	38-2642724	501(C)3	10,000	TO THE COWELL FAMILY CANCER CENTER IN HONOR OF DR. JOSHUA RUCH AND STAFF
(66) NCH CENTER FOR PHILANTHROPY- MEDICAL DIPLOMATS COUNCIL NCH CENTER FOR PHILANTHROPY 350 7TH STREET NORTH NAPLES,FL34102	59-0694358	501(C)3	7,500	MEDICAL DIPLOMATS COUNCIL
(67) NCMC FOUNDATION 1515 HOWARD ST PETOSKEY,MI49770	38-2910328	501(C)3	175,000	TO BE USED AT THE DISCRETION OF NCMC PRESIDENT, DR. DAVID ROLAND FINLEY, PER CORRESPONDENCE WITH MR. FREY ABOUT BOARD DEVELOPMENT. CHILD CARE INITIATIVE PHASE 2. TO ESTABLISH THE NEIL AND MARSHA BIDWELL ENDOWED SCHOLARSHIP FUND. JEWEL PROGRAM ANNUAL GIFT
(68) NEHEMIAH PROJECT 36 BRIDGE ST PO BOX 2457 PETOSKEY,MI497702907	38-3026718	501(C)3	10,000	GENERAL SUPPORT
(69) NORTH EMMET LITTLE LEAGUE 3243 ASPEN VIEW TRL BOYNE FALLS,MI49713	38-2509002	501(C)3	14,000	SPRING 2023 GRANT CYCLE - CONSTRUCTION OF LITTLE LEAGUE BATTING CAGES AT PIONEER PARK
(70) NORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION 1048 E MAIN ST PO BOX 86 BOYNE CITY,MI49712	38-3395829	501(C)3	1,775,206	INSTALLMENT PAYMENT FOR LOFTS OF LUMBER SQUARE. GIFT OF LAND FOR LOFTS AT LUMBER SQUARE
(71) NORTHERN MICHIGAN EQUINE THERAPY 05025 CHURCH STREET BOYNE CITY,MI49712	30-0838013	501(C)3	87,790	TRACTOR PROJECT. SPRING 2023 GRANT CYCLE - SUPPORTING NMET THERAPY ASSISTANCE FUND
(72) NORTHMEN DEN YOUTH PANTRIES INC 422 E MITCHELL ST STE 4 PETOSKEY,MI49770	86-2073121	501(C)3	25,420	GENERAL SUPPORT. FALL 2023 GRANT CYCLE - HUNGER HURTS 1000+ MIDDLE & HIGH SCHOOL STUDENTS IN EMMET COUNTY
(73) NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY 3963 THREE MILE ROAD TRAVERSE CITY,MI49686	38-2027389	501(C)3	20,000	HOMELESS PREVENTION INCENTIVES PROGRAM
(74) NORTHWEST MICHIGAN HABITAT FOR HUMANITY 1840 M119 UNIT 1 PETOSKEY,MI49770	38-2971056	501(C)3	141,700	LAND ACQUISITION IN MEADOWLANDS. FOUNDATIONS FOR OUR FUTURE. GENERAL SUPPORT AND MEDOWLANDS SUBDIVISION CAMPAIGN. FALL 2023 GRANT CYCLE - LANTERN LANE 2023. GENERAL SUPPORT
(75) NW MI ARTS AND CULTURE NETWORK PO BOX 1859 TRAVERSE CITY,MI49685	83-1282144	501(C)3	7,500	FALL 2023 GRANT CYCLE - NORTHWEST MICHIGAN ARTS AND CULTURE NETWORK: BUILDING CAPACITY IN EMMET COUNTY
(76) OAKLAND UNIVERSITY FRANCES M MOCERI HOUSE 3151 UNIVERSITY DR AUBURN HILLS,MI48326		OTHER	20,000	SUPPORT RESEARCH AND COMPLETION OF BOOK, THE NORTH 30:A HISTORY OF THE WORLDS MOST DANGEROUS PIPELINE
(77) OUR LADY STAR OF THE SEA CHURCH 467 FAIRFORD ROAD GROSSE POINTE WOODS,MI48236	38-1498765	501(C)3	10,099	IN THE NAMES OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON IN MEMORY OF LOUIS T. CAMERON AND MARIE E. CAMERON, TO BE USED FOR THE OUR LADY STAR OF THE SEA SCHOOL SCHOLARSHIP ACCOUNT.
(78) PARADIGM FOR PARITY 6 SEDGEWICK VILLAGE LANE DARIEN,CT06820	85-2840852	501(C)3	10,000	GENERAL SUPPORT
(79) PELLSTON PUBLIC SCHOOLS 172 N PARK ST PELLSTON,MI497699400	38-6001178	OTHER	25,692	ELEVATED SCHOOL LUNCH PROGRAM. FALL 2023 GRANT CYCLE - HIGH SCHOOL BATTING CAGES
(80) PETOSKEY AREA GARDEN CLUB INC PO BOX 746 PETOSKEY,MI49770	38-2168885	501(C)3	15,000	ALLOCATION REQUEST FROM PAGC FUND. 2023 ALLOCATION REQUEST FROM PAGC
(81) PETOSKEY BASEBALL CLUB 910 E MITCHELL ST PETOSKEY,MI497702634	35-2815518	501(C)3	5,500	FALL 2023 GRANT CYCLE - SECURING START UP SUPPLIES FOR PETOSKEY BASEBALL CLUB
(82) PETOSKEY FOOTBALL BOOSTERS 405 N DIVISION RD STE 1 PETOSKEY,MI497709046	84-2755970	501(C)3	30,000	NEW EQUIPMENT AND SAFETY BRACES PER LETTER REQUEST 6/12/2023
(83) PETOSKEY MONTESSORI CHILDREN'S HOUSE 1560 E MITCHELL RD PETOSKEY,MI49770	35-1269818	OTHER	9,066	SPRING 2023 GRANT CYCLE - PETOSKEY MONTESSORI CHILDREN'S HOUSE PLAYGROUND EQUIPMENT
(84) PETOSKEY YOUTH SOCCER ASSOCIATION PO BOX 751 PETOSKEY,MI49770	38-3064916	501(C)3	40,000	GPS PAINTING SYSTEM
(85) PLANNED PARENTHOOD OF MICHIGAN PO BOX 3673 ANN ARBOR,MI48106	38-1707521	501(C)3	46,903	2023 ANNUAL ALLOCATION FROM PLANNED PARENTHOOD OF NORTHERN MICHIGAN FUND. PETOSKEY OFFICE PROGRAMS.
(86) POWER BOOK BAGS PO BOX 533 SUTTONS BAY,MI49682	81-2406342	501(C)3	9,710	FALL 2023 GRANT CYCLE - LITTLE LEARNERS AT THE HEALTH DEPARTMENT IN EMMET COUNTY
(87) PRESBYTERIAN VILLAGES OF MICHIGAN FOUNDATION 25200 TELEGRAPH RD STE 400 SOUTHFIELD,MI480337496	20-2559884	501(C)3	25,000	2023 ALLOCATION REQUEST FROM HARBOR AREA HOUSING FUND
(88) PUBLIC SCHOOLS OF PETOSKEY 1130 HOWARD STREET PETOSKEY,MI49770	38-6001179	OTHER	226,729	$1,000 FOR EACH BUILDING PRINCIPAL (HIGH SCHOOL, MIDDLE SCHOOL, OTTAWA, LINCOLN, CENTRAL AND SHERIDAN) TO BE USED FOR TEACHER APPRECIATION FOR THIS CURRENT 23/24 SCHOOL YEAR. PHS AUX GYM BLACKBOARD PROJECT. NORTHMEN STADIUM RIBBON BOARD PROJECT. GIRLS BASKETBALL COACH SPONSOR. 2023 COLOR RUN SUPPORT $1000 TO SHERIDAN SCHOOL $1000 TO OTTAWA SCHOOL ACCOUNT #562 $10,000
(89) READMOND FRIENDSHIP CROSS VILLAGE FIRE AND RESCUE 8338 W ROBINSON ROAD HARBOR SPRINGS,MI49740	38-2317381	OTHER	6,500	FALL 2023 GRANT CYCLE - FIRE SUPPRESSION BLANKETS
(90) RECOVERY NOTES 407 MICHIGAN ST UNIT A PETOSKEY,MI49770	85-0956592	501(C)3	5,500	SPRING 2023 GRANT CYCLE - RECOVERY NOTES: EXPANSION CAMPAIGN
(91) REGENTS OF THE UNIVERSITY OF MICHIGAN 1109 GEDDES AVE SUITE 3300 ANN ARBOR,MI48106	38-6006309	OTHER	30,302	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, TO BE USED FOR THE BENEFIT OF THE COLLEGE OF LITERATURE, SCIENCE AND ARTS DEPARTMENT OF MATHEMATICS TO ESTABLISH THE "MARTHA CAVANAGH CAMERON ENDOWED UNDERGRADUATE SCHO
(92) ROTARY CLUB OF LITTLE TRAVERSE BAY SUNSET PO BOX 2101 PETOSKEY,MI49770	46-1455569	501(C)3	40,000	SCHOLARSHIP. GENERAL SUPPORT
(93) RUDOLPH STEINER SCHOOL OF ANN ARBOR 2230 PONTIAC TRAIL ANN ARBOR,MI48105	38-2242069	501(C)3	40,000	TO SUPPORT THE SEMIS PROGRAM AT STEINER IN 2024 AND ASSOCIATED STAFF PROFESSIONAL DEVELOPMENT PER FEBRUARY 2024 REPORT AND PROPOSAL
(94) SAINT VINCENT DE PAUL - ST KATERI TEKAKWITHA CONFERENCE 150 MAIN STREET HARBOR SPRINGS,MI49740	46-3290767	501(C)3	9,200	SPRING 2023 GRANT CYCLE - SAINT VINCENT DE PAUL - ST. KATERI TEKAKWITHA CONFERENCE
(95) SALVATION ARMY THE 2350 MITCHELL PARK DR PETOSKEY,MI49770	36-2167910	501(C)3	15,000	GENERAL SUPPORT. FALL 2023 GRANT CYCLE - EMERGENCY FINANCIAL ASSISTANCE PROGRAM - INCREASED NEED
(96) SANSUM CLINIC PO BOX 1200 SANTA BARBARA,CA93102	95-6419205	OTHER	101,007	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, TO BE USED AT THE DIRECTION OF KURT N. RANSOHOFF, M. D., CEO AND PRESIDENT OF THE CLINIC, TO FURTHER THE CLINIC'S MEDICAL SERVICES OR RESEARCH
(97) SANTA BARBARA FOUNATION 1111 CHAPALA STREET SUITE 200 SANTA BARBARA,CA93101	95-1866094	501(C)3	20,201	IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, TO THE BURNAM WOOD HELPING HANDS FUND
(98) SIGMA CHI FOUNDATION 1714 HINMAN AVENUE EVANSTON,IL60201	36-2208386	501(C)3	10,101	IN MEMORY OF MICHAEL THAIN CAMERON, FOR THE ALPHA CHAPTER (MIAMI UNIVERSITY) SCHOLARSHIP FUND TO BE USED FOR THE SCHOLASTIC AND EDUCATIONAL PURSUITS OF THE UNDERGRADUATE MEMBERS OF THE ALPHA CHAPTER.
(99) SPRINGVALE TOWNSHIP 8198 E MITCHELL RD PETOSKEY,MI49770	38-2285253	OTHER	14,000	SPRING 2023 GRANT CYCLE - UPDATE SPRINGVALE TOWNSHIP PARK ON PICKEREL LAKE
(100) ST ANDREWS CHURCH PO BOX 272 BOCA GRANDE,FL33921	65-0947190	OTHER	25,000	$15,000 TO THE 2024 OPERATING FUND 10,000 TO THE MEMORIAL GARDEN FUND
(101) ST ANNE'S CHURCH PO BOX 537 MACKINAC ISLAND,MI49757	38-2408556	OTHER	5,051	IN MEMORY OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON - TO BE USED FOR CAPITAL IMPROVEMENT PROJECTS.
(102) ST CLAIR COUNTY LIBRARY SYSTEM 210 MCMORRAN BLVD PORT HURON,MI48060	38-6004602	OTHER	10,101	FOR YALE LIBRARY: IN MEMORY OF HERBERT ALAN CAVANAGH AND MILDRED PATTERSON CAVANAGH, AND MAX H. CAVANAGH AND RITA CAVANAGH TO BE USED FOR THE CITY OF YALE, MICHIGAN LIBRARY MEMORIAL FUND
(103) ST PAUL CATHOLIC CHURCH 157 LAKE SHORE RD GROSSE POINT FARMS,MI48236	38-1367335	OTHER	20,201	IN THE NAMES OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON IN MEMORY OF MICHAEL THAIN CAMERON, TO BE USED FOR THE ST. PAUL EDUCATIONAL TRUST.
(104) STATE TROOPER OUTREACH PARTNERSHIP GAYLORD CHAPTER 1672 E M 32 GAYLORD,MI497359705	88-2317549	501(C)3	5,370	FALL 2023 GRANT CYCLE - INCHY'S BOOKWORM VENDING MACHINE
(105) THE CHILDREN'S FOUNDATION 3011 WEST GRAND BOULEVARD SUITE 218 DETROIT,MI48202	38-1357994	501(C)3	15,000	$5,000 CAMP HOPE; $10,000 GENERAL SUPPORT
(106) TIP OF THE MITT WATERSHED COUNCIL 426 BAY ST PETOSKEY,MI49770	38-2361745	501(C)3	156,232	FINAL DISTRIBUTION TO CLOSE OUT LAND AND WATER EDUCATION FUND - TOMWC. IN THE NAMES OF, AND IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR OPERATIONAL PROGRAMMING. SPRING 2023 GRANT CYCLE - COMMUNITY RAIN GARDEN MURAL. $5,000 FOR PET WASTE PROGRAM - $5,000 FOR GENERAL SUPPORT. 2023 ANNUAL ALLOCATION FROM TIP OF THE MITT WATERSHED COUNCIL WATER QUALITY FUND. LOCAL REALTOR EDUCATION AND OUTREACH
(107) TOP OF MICHIGAN MOUNTAIN BIKE ASSOCIATION PO BOX 112 BOYNE CITY,MI49713	45-5335776	501(C)3	15,000	SPRING 2023 GRANT CYCLE - OFFIELD FAMILY VIEWLANDS FLOWTRACK MOUNTAIN BIKE TRAIL EXPANSION
(108) TOP OF MICHIGAN TRAILS COUNCIL 1687 M 119 PETOSKEY,MI497708388	38-3263521	501(C)3	9,500	FALL 2023 GRANT CYCLE - PONSHEWAING DEPOT PROJECT
(109) VILLAGE OF ALANSON PO BOX 425 ALANSON,MI49706		OTHER	6,500	SPRING 2023 GRANT CYCLE - KAYAK ACCESS FOR CROOKED RIVER
(110) WHEELER HOUSE OPERA HOUSE ASSOCIATION ATTN BUSINESS OFFICE 320 EAST HYMAN ASPEN,CO81611	74-2334932	501(C)3	5,051	IN MEMORY OF, MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON TO BE USED FOR CAPITAL IMPROVEMENTS.
(111) WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN 423 PORTER STREET PETOSKEY,MI49770	38-2302164	501(C)3	453,000	CONTRIBUTION TO THE "EMPOWERING BRIGHT FUTURES" CAMPAIGN. $5000 TO GENERAL FUND; $2000 TO EMERGENCY FUND. FOR THE EXPANSION AND RENOVATION PROJECT IN PETOSKEY. CAPITAL CAMPAIGN. FALL 2023 GRANT CYCLE - EMPOWERING BRIGHT FUTURES - FACILITY TECHNOLOGY INFRASTRUCTURE. ALLOCATION REQUEST FROM WRC OPERATIONS FUND. $5000 TO GENERAL FUND; $2000 TO EMERGENCY FUND.
(112) FIRST PRESBYTERIAN CHURCH OF ROYAL OAK 529 HENDRIE BLVD ROYAL OAK,MI48067		501(C)3	7,576	IN THE NAMES OF MICHAEL THAIN CAMERON AND MARTHA CAVANAGH CAMERON, IN MEMORY OF HERBERT ALAN CAVANAGH, MILDRED PATTERSON CAVANAGH AND MAITHA CAVANAGH CAMERON, TO BE USED FOR THE UNDESIGNATED MEMORIAL FUND.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIP FOR STUDENT ATTENDING ALBION COLLEGE	1	3,000
(2) SCHOLARSHIP FOR STUDENT ATTENDING FERRIS STATE UNIVERSITY	1	1,500
(3) SCHOLARSHIP FOR STUDENT ATTENDING LAKE SUPERIOR STATE UNIVERSITY	1	1,500
(4) SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN STATE UNIVERSITY	4	6,500
(5) SCHOLARSHIP FOR STUDENT ATTENDING MICHIGAN TECHNOLOGICAL UNIVERSITY	4	7,000
(6) SCHOLARSHIP FOR STUDENT ATTENDING NORTH CENTRAL MICHIGAN COLLEGE	6	11,750
(7) SCHOLARSHIP FOR STUDENT ATTENDING SAGINAW VALLEY STATE UNIVERSITY	2	2,500
(8) SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF MICHIGAN	3	3,000
(9) SCHOLARSHIP FOR STUDENT ATTENDING NORTHERN MICHIGAN UNIVERSITY	2	2,500
(10) SCHOLARSHIP FOR STUDENT ATTENDING WAYNE STATE UNIVERSITY	1	3,000
(11) SCHOLARSHIP FOR STUDENT ATTENDING ALPENA COMMUNITY COLLEGE	1	1,000
(12) SCHOLARSHIP FOR STUDENT ATTENDING CALVIN UNIVERSITY	1	1,000

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

COMMUNITY FOUNDATION STAFF MAY ASK TO VISIT THE ORGANIZATION TO WHICH THEY MADE A COMPETITIVE GRANT TO LEARN MORE ABOUT THE PROJECT AND THE EXECUTION OF THE PROJECT. STAFF TYPICALLY CALLS THROUGHOUT THE GRANT PERIOD FOR UPDATES, DEPENDING ON THE SIZE AND COMPLEXITY OF THE PROJECT. WHEN THE GRANT PERIOD IS COMPLETE, THE COMMUNITY FOUNDATION REQUIRES THE GRANTEE TO SUBMIT A FINAL REPORT DETAILING THE OUTCOMES COMPARED TO THE INTENDED OBJECTIVES OF THE GRANT. IF NEEDED, STAFF WILL FOLLOW UP WITH QUESTIONS ON THE FINAL REPORT TO BE SURE WE HAVE A CLEAR IDEA OF HOW THE GRANT DOLLARS WERE USED.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number

38-3032185

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	38	1,851,287	MARKET QUOTE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 32B:

THE COMMUNITY FOUNDATION WORKS CLOSELY WITH FINANCIAL, LEGAL AND TAX ADVISORS TO EDUCATE THEM AND THEIR CLIENTS REGARDING THE POTENTIAL BENEFITS OF NONCASH CONTRIBUTIONS, SPECIFICALLY SECURITIES. IN INSTANCES OF CONTRIBUTIONS IN THE FORM OF SECURITIES, THE COMMUNITY FOUNDATION HOLDS ACCOUNTS WITH DIFFERENT FINANCIAL ADVISORS TO FACILITATE SUCH GIFTS. WHEN THE COMMUNITY FOUNDATION IS NOTIFIED OF A POTENTIAL GIFT OF SECURITIES, THE SECURITIES ARE TRANSFERRED FROM THE DONOR'S ACCOUNT TO ONE OF THE FINANCIAL ADVISOR ACCOUNTS HELD BY THE COMMUNITY FOUNDATION. THE FINANCIAL ADVISOR IS INSTRUCTED TO SELL THE SECURITIES UPON RECEIPT. THE COMMUNITY FOUNDATION'S GIFT ACCEPTANCE GUIDELINES OUTLINE THE POLICIES AND PROCEDURES FOR CASH AND NONCASH GIFTS. THE AMOUNT REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PETOSKEY-HARBOR SPRINGS AREA
COMMUNITY FOUNDATION

Employer identification number

38-3032185

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF DIRECTORS SHALL ELECT ITS OWN MEMBERS BY MAJORITY VOTE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B	EACH MEMBER OF THE GOVERNING BOARD RECEIVES A COPY OF THE FORM 990 VIA E-MAIL BEFORE IT IS FILED WITH THE IRS. THE COMMUNITY FOUNDATION RECEIVES A DRAFT FORM 990 AND REQUIRED SCHEDULES FROM OUR AUDITOR. IMMEDIATELY FOLLOWING RECEIPT OF THE DRAFT AND PRIOR TO FILING WITH THE IRS, THE FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED BY THE COMMUNITY FOUNDATION STAFF.
FORM 990, PART VI, SECTION B, LINE 12C	A CONFLICT OF INTEREST DISCLOSURE STATEMENT COVERING POTENTIAL CONFLICTS IN ALL AREAS OF THE FOUNDATION'S OPERATIONS IS COMPLETED BY EACH BOARD MEMBER, STAFF AND VOLUNTEER ANNUALLY. IN SUCH CASES WHERE AN APPARENT CONFLICT OF INTEREST ARISES, BOARD, STAFF AND VOLUNTEERS ARE EXPECTED TO DISCLOSE RELEVANT INTEREST PRIOR TO DISCUSSION OR DEBATE ON RELATED GRANT DECISIONS, WHEREUPON THE NON-INTERESTED BOARD MEMBERS SHALL DECIDE IF THERE IS A CONFLICT OF INTEREST REQUIRING ABSTINENCE FROM DISCUSSION AND VOTING. GRANT APPLICATIONS ARE ALSO REQUESTED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST WITH STAFF OR DIRECTORS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMMUNITY FOUNDATION'S PRESIDENT AND EXECUTIVE COMMITTEE ANNUALLY REVIEW THE CEO'S PERFORMANCE AND MAKE A RECOMMENDATION FOR COMPENSATION TO THE FULL BOARD OF DIRECTORS. THE PROCESS INCLUDES AN INDEPENDENT REVIEW BY MEMBERS OF THE COMMITTEE, A REVIEW OF COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS, MICHIGAN NONPROFIT ASSOCIATION, COUNCIL OF MICHIGAN FOUNDATIONS AND LOCAL NONPROFIT ORGANIZATIONS. THE EXECUTIVE COMMITTEE'S RECOMMENDATION WITH SUBSTANTIATION IS MADE TO THE FULL BOARD OF DIRECTORS FOR ITS APPROVAL AND DOCUMENTED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19	THE COMMUNITY FOUNDATION IS CONFIRMED IN COMPLIANCE WITH NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS UNDER THE COUNCIL ON FOUNDATIONS. THE COMMUNITY FOUNDATION'S COMPLIANCE BOOK CONTAINING GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER POLICIES IS AVAILABLE FOR PUBLIC INSPECTION IN THE COMMUNITY FOUNDATION'S OFFICE DURING NORMAL BUSINESS HOURS. THE ANNUAL REPORT, AUDIT AND FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. COPIES ARE AVAILABLE ON REQUEST AND FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS. COPIES OF THE GOVERNING DOCUMENTS, AUDIT AND ALL COMMUNITY FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST OR ARE AVAILABLE FOR INSPECTION IN THE OFFICE DURING NORMAL BUSINESS HOURS.
FORM 990, PART XI, LINE 9:	AGENCY ENDOWMENT GRANT AND EXP ACTI 382,876. AGENCY ENDOWMENT GIFT & INCOME ACTI -785,190.
PART XII, LINE 2C	FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NO CHANGE IN PROCESS FROM PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	6,484,289	6,685,955
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,552,739	2,578,723
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	48,590	36,006
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	8,085,618	9,300,684
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	5,515,314	8,368,532
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	493,197	490,397
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 150,104
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	333,726	358,897
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,342,237	9,217,826
19	Revenue less expenses. Subtract line 18 from line 12.......	1,743,381	82,858
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	55,398,624	61,226,065
21	Total liabilities (Part X, line 26).............	12,047,065	13,520,055
22	Net assets or fund balances. Subtract line 21 from line 20.....	43,351,559	47,706,010

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 8,453,693 including grants of $ 8,368,532 ) (Revenue $ )
	THE COMMUNITY FOUNDATION MAKES GRANTS FOR CHARITABLE PURPOSES TO VARIOUS 501(C)(3) AND GOVERNMENT ORGANIZATIONS IN THE FOLLOWING AREAS: ARTS AND CULTURE, EDUCATION, ENVIRONMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH, HUMAN SERVICES, RECREATION, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT. ALL GRANT RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. DONOR ADVISED FUNDS RECOMMENDED 794 GRANTS TO SUPPORT ORGANIZATIONS THEY VALUE. THE UNRESTRICTED FUND'S DISTRIBUTION COMMITTEE AND THE YOUTH FUND'S YOUTH ADVISORY COMMITTEE RECOMMENDED 42 GRANTS TO ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF EMMET COUNTY RESIDENTS. THE ADVISORY COMMITTEE FOR FIELD OF INTEREST FUNDS, INCLUDING FUNDS SUPPORTING SENIORS, CHILDREN, HOUSING OR THE ENVIRONMENT, RECOMMENDED 108 GRANTS TO ORGANIZATIONS IN CORRESPONDING FIELDS. THE SCHOLARSHIP COMMITTEE RECOMMENDED VARIOUS SCHOLARSHIP AWARDS OF 52 GRANTS TO LOCAL STUDENTS WHO ARE PURSUING EDUCATION BEYOND HIGH SCHOOL. A TOTAL OF 1,095 GRANTS WERE AWARDED FROM COMMUNITY FOUNDATION FUNDS DURING THIS TIME PERIOD TO IMPROVE AND ENRICH LIFE IN EMMET COUNTY.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses8,453,693

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

1	Briefly describe the organization’s mission or most significant activities: THE COMMUNITY FOUNDATION IS MADE UP OF AN EVER-GROWING FAMILY OF FUNDS. EACH ONE IS ESTABLISHED BY AN INDIVIDUAL, FAMILY, OR ORGANIZATION TO CARRY OUT CHARITABLE WORKS AND LEAVE A LASTING LEGACY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	6
6	Total number of volunteers (estimate if necessary) .............	6	75
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	120,100	0	9,631

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	6,685,955

g	Noncash contributions included in lines 1a - 1f:$		1g	1,851,287

h Total. Add lines 1a-1f.......		6,685,955

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,145,418	7,185		1,138,233
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	6,025,655
b	Less: cost or other basis and sales expenses	7b	4,592,350
c	Gain or (loss)	7c	1,433,305
d	Net gain or (loss).........			1,433,305			1,433,305
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	ADMINISTRATIVE FEE INCOME		523940	49,678			49,678
b	REMEASUREMENT OF CHARITABLE GIFT		523940	-13,672			-13,672
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			36,006
12	Total revenue. See instructions.....			9,300,684	7,185	0	2,607,544

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	8,302,032	8,302,032
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	66,500	66,500
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	130,924		98,193	32,731
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	269,215	58,300	152,615	58,300
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	19,385	3,086	13,213	3,086
9	Other employee benefits .......	39,060	6,800	25,460	6,800
10	Payroll taxes ...........	31,813	4,460	20,705	6,648
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	2,325		2,325
c	Accounting ...........	12,668		12,668
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	51,568		51,568
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	27,716	7,006	15,015	5,695
14	Information technology ......	60,546		60,546
15	Royalties ..
16	Occupancy ...........	87,781		87,781
17	Travel ............	9,788	557	5,558	3,673
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	36,925	1,925	19,216	15,784
20	Interest ...........	3,000		3,000
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,880		1,880
23	Insurance ...	8,178	1,385	4,729	2,064
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DUES	15,453		15,453
b	PROPERTY TAXES	11,740		11,740
c	PRINTING AND PUBLICATIO	10,929			10,929
d	BANK SERVICE FEES	5,225		5,225
e	All other expenses	13,175	1,642	7,139	4,394
25	Total functional expenses. Add lines 1 through 24e	9,217,826	8,453,693	614,029	150,104
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			276,510	1	18,908
2	Savings and temporary cash investments .........			5,175,156	2	7,680,539
3	Pledges and grants receivable, net ......			2,038,113	3	863,448
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			19,125	9	19,125
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	54,484
b	Less: accumulated depreciation	10b	42,584	13,780	10c	11,900
11	Investments—publicly traded securities .			47,299,518	11	52,301,972
12	Investments—other securities. See Part IV, line 11 .....			452,313	12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			124,109	15	330,173
16	Total assets. Add lines 1 through 15 (must equal line 33)...			55,398,624	16	61,226,065

17	Accounts payable and accrued expenses .....		17	344
18	Grants payable ...	322,974	18	49,456
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	11,724,091	25	13,470,255
26	Total liabilities. Add lines 17 through 25..	12,047,065	26	13,520,055

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	21,900,671	27	26,626,071
28	Net assets with donor restrictions ...........	21,450,888	28	21,079,939
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	43,351,559	32	47,706,010
33	Total liabilities and net assets/fund balances ........	55,398,624	33	61,226,065