Charlevoix County Community Foundation

EAST JORDAN, MI EIN: 38-3033739 Website

Awarding grants and scholarships.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$64.5M

+9.0% YoY

Annual Giving

$3.4M

+69.3% YoY

Grant Count

88

+10.0% YoY

Avg Grant Size

$39K

+53.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$10M20202021202220232024
Metric202420232022
Total Assets$64,505,812$59,152,567$52,092,908
Revenue$5,262,453$5,159,500$8,721,781
Expenses$4,756,583$3,255,853$3,357,576
Qualifying Distributions
Net Investment Income$2,376,918$2,815,214$5,888,860
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$853K$2M$3M$3M1 grants202081 grants202168 grants202280 grants202388 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Bay Area Substance Educa…$506KWomens Resource Center o…$240KCrooked Tree Arts Council$221KBeaver Island Rural Heal…$164KLittle Traverse Conserva…$143KEast Jordan Schools$119KMcLaren Northern Michiga…$114KCharlevoix Historical So…$96KCharlevoix Public Library$85KTip of Mitt Watershed Co…$81K

Grant Size Distribution

318 grants across all recorded years

273<$50K33$50–100K10$100–250K$250–500K1$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Charlevoix County Community Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Sara WardPresident$112K

From 2024 filing

NameTitleHoursCompensation
Sara WardPresident40$111,811
Keith CareyChair2
Dean SolomonVice-Chair2
Bill LorneTreasurer2
Jennifer BoyerSecretary2
Monica PeckPast Chair2
Carol TimmerTrustee1
Jeff CrouseTrustee1
Erika Van DamTrustee1
Pam GrassmickTrustee1
Angie NachazelTrustee1
Jim LentzTrustee1
Cindy GriceTrustee1
John McLeodTrustee1
Tom TeskeTrustee1
Anna YoungTrustee1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

12states
+4 more states

Cities

Albert LeaAnn ArborBaltimoreBay CityBay HarborBeaver IslandBellaireBoulderBoyne CityCharlevoixCulverDetroitEast JordanEllsworthGlen ArborGrand RapidsGraylingHarbor SpringsHartfordHaslett

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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