Charlevoix County Community Foundation logo

Charlevoix County Community Foundation

Foundation · Grantmaker East Jordan, MI EIN: 38-3033739 Website

The Charlevoix County Community Foundation (C3F) is a public charity and community foundation based in East Jordan, Michigan. Established in 1992, the organization serves as a grassroots charitable institution composed of various funds established by local donors. The foundation operates as a permanent endowment designed to generate income and enhance the quality of life in Charlevoix County for current and future generations.

Key facts about Charlevoix County Community Foundation

EIN
38-3033739
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,412,644
Grants made (2024)
88
Average grant
$38,780
Median grant
$16,694
Total assets
$64,505,812
Primary geography
Michigan (97% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Charlevoix County Community Foundation funds

By grant dollars, the top recipient states for Charlevoix County Community Foundation's 88 itemized 2024 grants were Michigan (97%). The most frequent recipient cities were Charlevoix, MI (19 grants), East Jordan, MI (12 grants), Petoskey, MI (11 grants) and Boyne City, MI (10 grants). 47% of grants with a stated purpose were for general or operating support. Recurring purposes include "Education programs" (3 grants) and "Grantmaking" (3 grants).

How Charlevoix County Community Foundation gives

  • 67% of 2024 grantees were also funded in 2023. Method
  • Giving grew 99% from 2021 to 2024. Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission Statement: To be the trustworthy resource for philanthropy by building permanent endowment, addressing needs through grantmaking, and providing leadership resources to serve the community. For good. For ever.

Core Values: The foundation commits to acting ethically in every relationship, supporting and preserving donor intent across generations, meeting or exceeding expectations in all endeavors, honoring the dignity and worth of all people, and acting as a catalyst and collaborator to build a better tomorrow.

Primary Funding Areas:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Arts & Culture
  • Housing Solutions
  • Youth Needs
  • Urgent Needs (food, shelter, safety, healthcare, mental health services, utility assistance, transportation)
  • Environment and Land Use
  • Community Priorities

Grantmaking

Notable 2024 grants include:

Grant Range

s:** Typical awards range from $5,178 to $506,280.

Review Cycle

- Environment and Land Use Grants

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Geographic Focus

Where this funder awards grants

The foundation primarily serves Charlevoix County, Michigan, though grantmaking also extends to Minnesota and Utah.

Grant Distribution by State

12states

Share of all 88 itemized 2024 grant dollars.

Cities

CharlevoixPetoskeyEast JordanBoyne CityTraverse CityBeaver IslandEllsworthHarbor SpringsAnn ArborGrand RapidsBay HarborBoulderPark CityRochesterSand DiegoSuttons BayBellaireHaslettKey WestLansing

Financial History

Multi-year comparison from IRS filings

  • Total Assets (2024): $64,505,812
  • Total Revenues (2024): $5,262,453
  • Total Expenses (2024): $4,756,583
  • Employees: 7
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———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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 Education: $506KBay Area Substance Education$506KWomens Resource Center of No: $240KWomens Resource Center of No$240KCrooked Tree Arts Council: $221KCrooked Tree Arts Council$221KBeaver Island Rural Health Ce: $164KBeaver Island Rural Health Ce$164KLittle Traverse Conservancy: $143KLittle Traverse Conservancy$143KEast Jordan Schools: $119KEast Jordan Schools$119KMcLaren Northern Michigan Fdn: $114KMcLaren Northern Michigan Fdn$114KCharlevoix Historical Society: $96KCharlevoix Historical Society$96KCharlevoix Public Library: $85KCharlevoix Public Library$85KTip of Mitt Watershed Council: $81KTip of Mitt Watershed Council$81K

Grant Size Distribution

318 grants across all recorded years

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

Open Grants

8 open opportunities from Charlevoix County Community Foundation

Show all 8 →

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Bay Area Substance Education ($506,280), Womens Resource Center of No ($240,380), Crooked Tree Arts Council ($221,370).

RecipientPurposeAmount
Bay Area Substance Education Charlevoix, MIGeneral operations$506,280
Womens Resource Center of No Petoskey, MIGeneral operations and program supp$240,380
Crooked Tree Arts Council Petoskey, MIGeneral operations and programs$221,370
Beaver Island Rural Health Ce Beaver Island, MIGeneral operations & repairs$163,966
Little Traverse Conservancy Harbor Springs, MILand purchase and operations$142,895
East Jordan Schools East Jordan, MIEducation programs$119,030
McLaren Northern Michigan Fdn Petoskey, MITo support medical programs$113,858
Charlevoix Historical Society Charlevoix, MISupport programs and repairs$96,390
Charlevoix Public Library Charlevoix, MIGeneral operations and programs$84,940
Tip of Mitt Watershed Council Petoskey, MISupport youth education and monitor$80,950

Leadership & Key People

Leadership team and compensation from IRS filings

  • Ashley Cousens — Community Grantmaking

Charlevoix County Community Foundation is led by Sara Ward, President on every filing since 2023; 1 of 16 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Sara Ward

    President

    On filings since 2023

    40 hrs/week

    $102K (2023) → $112K (2024)

  • Keith Carey

    Chair

    Trustee → Secretary, 2023

    Secretary → Chair, 2024

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Angie Nachazel

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Cindy Grice

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

  • Erika Van Dam

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

  • Carol Timmer

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • Jeff Crouse

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • John McLeod

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • Pam Grassmick

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • Anna Young

    Trustee

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jim Lentz

    Trustee

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Tom Teske

    Trustee

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Bill Lorne

    Treasurer

    Trustee → Treasurer, 2022

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jennifer Boyer

    Secretary

    Secretary → Vice Chair, 2023

    Vice Chair → Secretary, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Monica Peck

    Past Chair

    Vice Chair → Chair, 2023

    Chair → Past Chair, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Dean Solomon

    Vice Chair

    Trustee → Vice Chair, 2024

    On filings since 2022

    2 hrs/week

    No compensation reported

Former officers (13)
  • Former: Don Jess (2020–2023) — Trustee
  • Former: Fred Malpass (2020–2023) — Past Chair
  • Former: John Doskoch (2020–2023) — Trustee
  • Former: Robert Hansen Jr. (2020–2023) — President
  • Former: Bob Hoffman (2020–2022) — Trustee
  • Former: Carol Burton (2020–2022) — Trustee
  • Former: Josette Lory (2020–2022) — Trustee
  • Former: Tami Vincent (2020–2022) — Trustee
  • Former: Evelyn Howell (2020–2021) — Trustee
  • Former: Lori Meeder (2020–2021) — Treasurer
  • Former: Tim Manchester (2020–2021) — Trustee
  • Former: Perry Irish Hodgson (2020) — Trustee
  • Former: Scott Diller (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Sara Ward — President: $112KSara WardPresident$112K

Recent News & Activity

Recent developments and announcements

2024

The foundation announced grant recipients in March 2024 and awarded $247,000 in grants during the fall 2025 cycle. The organization has been actively promoting its various grant programs, including the Urgent Needs Grant, Mini Grants Program, and Arts & Culture Grant for 2026.

Local groups invited to seek Hestia grant funding for projects

Contact Information

Address: 301 Water Street, P.O. Box 718, East Jordan, MI 49727

Phone: 231-536-2440

Email: info@c3f.org

Website: www.c3f.org

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Charlevoix County Community Foundation fund?

**Mission Statement:** To be the trustworthy resource for philanthropy by building permanent endowment, addressing needs through grantmaking, and providing leadership resources to serve the community. For good. For ever. **Core Values:** The foundation commits to acting ethically in every relationship, supporting and preserving donor intent across generations, meeting or exceeding expectations in all endeavors, honoring the dignity and worth of all people, and acting as a catalyst and collabora…

How do I apply for a grant from Charlevoix County Community Foundation?

**Grant Ranges:** Typical awards range from $5,178 to $506,280. **Active Grant Programs:** • Housing Solutions Grantmaking • Youth Needs Grant • Urgent Needs Fund • Mini Grants (formerly SUN Fund) — designed to fund small-scale projects, meet unanticipated needs or opportunities, or support capacity building • Geographic Enrichment Grant Cycle • Environment and Land Use Grants • Community Priorities Cycle — offers funding for projects and programs addressing needs in Charlevoix County with no r…

Where does Charlevoix County Community Foundation make grants?

The foundation primarily serves Charlevoix County, Michigan, though grantmaking also extends to Minnesota and Utah.

What size grants does Charlevoix County Community Foundation award?

In 2024, Charlevoix County Community Foundation awarded 88 grants totaling $3.4M — an average of about $39K per grant, based on its IRS Form 990 filings.

What is Charlevoix County Community Foundation's EIN?

Charlevoix County Community Foundation's EIN (Employer Identification Number) is 38-3033739. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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