Southwest Michigan Rehab Foundation
Southwest Michigan Rehab Foundation is a private foundation based in Caledonia, Michigan. Its 2024 filing describes awards as restricted to rehabilitation in most of the Southwest Michigan area.
Southwest Michigan Rehab Foundation at a glance
In short: Southwest Michigan Rehab Foundation gave $3.5M across 8 grants in 2024 (avg $442K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,538,639
- +1841.0% vs 2023
- Grants made (2024)
- 8
- +33.3% vs 2023
- Average grant
- $442,330
- +1355.7% vs 2023
- Median grant
- $74,875
- Total assets
- $223,801
- -75.5% vs 2023
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Southwest Michigan Rehab Foundation
- How to Apply
-
The filing lists the contact as SW Michigan Rehab Foundation and the form and materials as “APPLICATION 2 BIDS PRESCRIPTION.” It restricts awards to rehabilitation in most of the Southwest Michigan area.
- Review Cycle
- The filing lists the deadline as Friday before the monthly meeting.
- Deadline
- The filing lists the deadline as Friday before the monthly meeting.
- Contact
Application contact: Sw Michigan Rehab Foundation
Mailing address: PO Box 654, Ada, MI 49301
Phone: (269) 288-8687
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Southwest Michigan Rehab Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Fountain Clinic ($2.3M). Together the top 7 received $3.4M.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 21 grants of 29 (72%).
Geographic Focus
Where this funder awards grants
The filing states that awards are restricted to rehabilitation in most of the Southwest Michigan area. All 2024 grant dollars went to recipients in Michigan; listed recipients were in Marshall and Battle Creek.
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Southwest Michigan Rehab Foundation gives
- Giving grew 2098% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $86K (2022) to $3.5M (2024). In 2024 it made 8 grants totaling $3.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fountain Clinic Marshall, MI | Health Services | $2,311,115 |
| KCC Foundation Battle Creek, MI | Pt Program and Scholarships | $944,144 |
| Numerous Individuals Battle Creek, MI | Health Based Needs | $107,390 |
| Kellogg Community College Battle Creek, MI | Rehab and Dental Programs | $106,000 |
| Kambly Living Center Battle Creek, MI | Flooring Replacement | $43,749 |
| Grace Health Battle Creek, MI | Dental Services | $14,000 |
| Calhoun County Sheriff Battle Creek, MI | Drug Equipment and Training | $11,532 |
| Laurels of Bedford Battle Creek, MI | Pt Equipment | $709 |
Ready to take the next step with Southwest Michigan Rehab Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $223,801 | $2,981,636 | $3,672,941 | $3,538,639 | 8 | $3,555,641 | $107,907 | $158,590 |
| 2023 | $915,106 | $83,869 | $193,890 | $182,313 | 6 | $193,890 | $110,339 | $154,440 |
| 2022 | $982,627 | $81,963 | $96,407 | $85,878 | 2 | $96,407 | $84,236 | $155,343 |
| 2021 | $1,050,628 | $90,847 | $170,730 | $160,978 | 8 | $160,978 | $81,348 | $166,335 |
| 2020 | $1,049,978 | $97,611 | $145,812 | $135,687 | 5 | — | $87,486 | $142,934 |
Under IRS private-foundation payout rules, Southwest Michigan Rehab Foundation reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The filing does not state a separate mission for the foundation. Its 2024 grants included health services, physical therapy programs and scholarships, rehabilitation and dental programs, health-based needs, and related equipment and services.
Among the grantees, Fountain Clinic describes its mission as operating a free or low-cost dental and medical clinic for uninsured and under-insured people unable to afford care. Kambly Living Center says it provides adults with developmental disabilities a safe, home-like setting in which to pursue emotional, social, and spiritual growth. Grace Health describes its mission as providing patient-centered healthcare with quality, service, and access.
Grantmaking
In 2024, the foundation reported 8 grants totaling $3,538,639. The median grant was $74,874, with awards ranging from $709 to $2,311,115. Its largest awards were $2,311,115 to Fountain Clinic for health services and $944,144 to KCC Foundation for a physical therapy program and scholarships. Other grants included $107,390 to individual recipients for health-based needs and $106,000 to Kellogg Community College for rehabilitation and dental programs.
The foundation’s 2024 filing says it does not restrict giving to preselected organizations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Stephen Peck, Rachel Pallett, Jenny Collins, David Keeton, and AJ Jones as directors; Roger Mattens as president; Janice Smith as vice president; Robert Humbarger as secretary; and Daniel Graham as treasurer.
Southwest Michigan Rehab Foundation is led by Roger Mattens, President on every filing since 2020; none of the 9 officers listed in 2024 report compensation.
Officers on the 2024 filing
Roger Mattens
President
On filings since 2020
No compensation reported
Aj Jones
Director
On filings since 2020
No compensation reported
David Keeton
Director
On filings since 2020
No compensation reported
Rachel Pallett
Director
On filings since 2020
No compensation reported
Stephen Peck
Director
On filings since 2020
No compensation reported
Jenny Collins
Director
On filings since 2023
No compensation reported
Daniel Graham
Treasurer
On filings since 2020
No compensation reported
Janice Smith
Vice President
On filings since 2020
No compensation reported
Robert Humbarger
Secretary
On filings since 2020
No compensation reported
Former officers (1)
- Former: Jennifer Jensen (2020–2022) — Director
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.
Frequently asked questions about Southwest Michigan Rehab Foundation
How much does Southwest Michigan Rehab Foundation give each year?
Southwest Michigan Rehab Foundation gave $3.5M across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $182K across 6 grants.
What is Southwest Michigan Rehab Foundation's typical grant size?
Southwest Michigan Rehab Foundation's median grant in 2024 was $74,875, and its average grant was $442,330, across 8 grants on its 2024 IRS Form 990-PF.
Where does Southwest Michigan Rehab Foundation give grants?
Southwest Michigan Rehab Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Battle Creek, MI (7 grants).
Does Southwest Michigan Rehab Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Southwest Michigan Rehab Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Southwest Michigan Rehab Foundation's largest grantees?
Southwest Michigan Rehab Foundation's largest 2024 grantees include Fountain Clinic ($2,311,115), KCC Foundation ($944,144) and Kellogg Community College ($106,000), according to its 2024 IRS Form 990-PF. Together they received 95% of its itemized 2024 grant dollars.
How large is Southwest Michigan Rehab Foundation?
Southwest Michigan Rehab Foundation reported $224K in total assets on its 2024 IRS Form 990-PF. It paid out $3.6M in qualifying distributions that year, against a required minimum of $159K (roughly 5% of its investment assets).
What does Southwest Michigan Rehab Foundation fund?
The filing does not state a separate mission for the foundation. Its 2024 grants included health services, physical therapy programs and scholarships, rehabilitation and dental programs, health-based needs, and related equipment and services. See mission & focus areas ↑
How do I apply for a grant from Southwest Michigan Rehab Foundation?
The filing lists the contact as SW Michigan Rehab Foundation and the form and materials as “APPLICATION 2 BIDS PRESCRIPTION.” It restricts awards to rehabilitation in most of the Southwest Michigan area. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Southwest Michigan Rehab Foundation's EIN?
Southwest Michigan Rehab Foundation's EIN (Employer Identification Number) is 38-2939930. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Michigan
Michigan Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Southwest Michigan Rehab Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
WK Kellogg Foundation
Battle Creek, MI
The W.K. Kellogg Foundation funds work to help children, families, and communities thrive, including early education, health equity, food systems, family economic well-being, and racial equity. In 2025, its grants ranged from $50 to nearly $5 million, with a median of $100,000; it funds across the United States, with long-term commitments in several states and communities, as well as parts of Mexico and Haiti. It accepts unsolicited proposals online at any time.
Assets
$481.0M
Grants
1,818
Total Given
$303.9M
Miller Foundation
Battle Creek, MI
Assets
$20.8M
Grants
84
Total Given
$588K
BBCH Community Partners
Battle Creek, MI
BBCH Community Partners program activities include the responsible investment of funds, and the use of those funds in grantmaking activities that promote the delivery of health care at bronson battle creek hospital, or the wellbeing and health of the battle creek community, including all geographic areas served by bronson battle creek hospital.
Assets
$17.6M
Grants
6
Total Given
$1.4M
Joseph & Carolyn Palchak
Sanibel, FL
The Joseph & Carolyn Palchak Foundation supports a range of charitable activities, including scholarships, community recreation, medical care, religious programs, school libraries, and sports. In 2024, it made 15 grants totaling $297,650; grants ranged from $1,000 to $150,000, with a median of $2,300, and most funding went to Pennsylvania and Michigan. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$303K
Grants
15
Total Given
$298K
Thomas F Franke Foundation
Marshall, MI
Assets
$9K
Grants
1
Total Given
$4K
Anthony J and Christie B De Nicola Foundation
Englewood, FL
The foundation supports charitable organizations, with 2024 grants spanning education, religious organizations, health care, civic engagement, and other charitable work. Grants ranged from $500 to $500,000, with a median of $15,000; recipients were concentrated in New York, New Jersey, Connecticut, Florida, and Washington, DC. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$74.7M
Grants
52
Total Given
$3.5M
More similar funders
More Funders in Michigan
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Southwest Michigan Rehab Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Southwest Michigan Rehab Foundation down — hundreds of funders to go?