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2008 Annual Report

A collection of 222 separate funds -- each one established by a local individual, family, business, organization, or civic group -- join together to form our permanent endowment and supply the revenue that's used for grantmaking.

Designated Funds
Donor Advised Funds
Unrestricted Funds
Field of Interest Funds
Geographic Field of Interest Funds

Special Project Funds
Organizational Funds
Scholarship Funds

Designated Funds

Support a specific organization or program as chosen by the donors who created them
*BELLAIRE PUBLIC SCHOOLS GREATEST EDUCATIONAL NEEDS FUND

Enhances educational programs of the Bellaire Public Schools
*BELLAIRE PUBLIC SCHOOLS ATHLETICS/PHYSICAL FACILITIES FUND

Supplemental funding for athletic and physical facilities of the Bellaire Public Schools
BOSWELL STADIUM ENDOWMENT FUND

For stadium maintenance
*BOYNE CITY/CHARLEVOIX NON-MOTORIZED RECREATIONAL TRAIL FUND

Supports the ongoing maintenance of this trail link
BROOKSIDE CEMETERY IMPROVEMENT FUND
Provides for future road maintenance at the cemetery
CHARLEVOIX AREA COMMUNITY POOL ENDOWMENT FUND

Supports the pool's general operations
CLASSIC INSTRUMENTS, INC. COMMUNITY FUND

Supports programs and operations of the Women's Resource Center
ETHEL W. COELING FUND

Supports the Charlevoix Public Library, Charlevoix Area Community Pool, and Ellsworth Public School programs
JUSTIN CONKLIN MEMORIAL FUND

Supports the Avalanche Mountain Overlook
HELEN HOFFMAN COLLAR MEMORIAL FUND

Benefits the Beaver Island Historical Society
CROOKED TREE DISTRICT LIBRARY BOOK FUND

Purchases new library books
EAST JORDAN COMMUNITY AUDITORIUM ENDOWMENT FUND

Helps underwrite the auditorium's operations
EAST JORDAN COMMUNITY POOL ENDOWMENT FUND

Supports the East Jordan Community Pool
EAST JORDAN ROTARY STUDENT EXCHANGE FUND

Supports student exchange programs
EAST JORDAN & SOUTHERN STATION BAND SHELL ENDOWMENT FUND

Supports maintenance and improvements to the Band Shell at Memorial Park
THE GOTCHA! FUND

Supports the Charlevoix Mariners sailing program
RONALD W. HAGGARD MEMORIAL FUND

Supports dyslexia services and the wrestling program at Charlevoix High School
MARINA LABLANCE MUSIC EDUCATION FUND

Supports music education and programs in the Charlevoix Schools
ANDREW LONYO FUND

Benefits the Charlevoix Historical Society's Harsha House Museum
MACARTHUR CHARITABLE REMAINDER UNITRUST

Benefits the Charlevoix Area Community Pool
MARY GLENNA MALPASS MISSION FUND

Supports the missionary work of the First Presbyterian Church of East Jordan
*NORTHERN MICHIGAN CROSS COUNTRY/TRACK ATHLETES SUPPORT FUND

Supports area cross country/track athletes
PASS-THROUGH FUND

Channels funds for a variety of specific causes chosen by donors
BILL & ESTHER PORTER FUND

Supports the future operations and educational objectives of East Jordan Public Schools
RECREATION ENDOWMENT FUND

For upkeep of municipal park equipment
SOAR FUND

Subsidizes costs to schools & students who participate in programs offered by Raven Hill Discovery Center
JOHN B. SMITH "STRIVE" FUND

Provides Rotary Club mentors to East Jordan students at risk of dropping out
JOAN R. & CHARLES M. TAYLOR II ENDOWMENT FUND

Supports service programs of the Christ Episcopal Church of Charlevoix
JOAN R. & CHARLES M. TAYLOR II - GRANDVUE MEDICAL CARE FACILITY FUND

Supports education & public awareness of Grandvue's innovative Alzheimer's Unit
*WALLOON LAKE ASSOCIATION FUND

Purchases land for public access

*indicates a new fund this year

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Donor Advised Funds

Allow the donors who establish them to be involved in selecting what programs and projects to fund -- both locally and beyond
*ACA FUND
FR. PIERRE CHARLEVOIX KNIGHTS OF COLUMBUS-COUCIL 7172 ENDOWMENT
ANONYMOUS
*MICHAEL R. KOONTZ MEMORIAL FUND
ANONYMOUS II
MACKENZIE FAMILY FUND

KELSEY BARNARD ASSISTANCE FUND

*BARBARA G. MACARTHUR PEACE FUND
*BOYNE CITY BOOSTER FOUNDATION - ACADEMIC ADVANCEMENT FUND
FREDERICK & BARBARA MALPASS FAMILY FUND
*BOYNE CITY BOOSTER FOUNDATION - ATHLETIC & SPORTS COMPLEX FUND
TAD & BRENDA MALPASS FAMILY FUND
*BOYNE CITY BOOSTER FOUNDATION - PERFORMING ARTS FUND
WILLIAM E. & MARY S. MALPASS FUND
BOYNE CITY ROTARY CLUB FUND JEFF & ANNE MILLER FUND
BEAUTIFICATION FUND BURT & SHARON MOEKE FAMILY FUND
MARVIN & ALBERTA BEYERS FUND PEAK STREET FUND
BOYNE CITY ROTARY 22nd CENTURY FUND PL FUND
CHARLEVOIX AREA MEMORIAL CANCER FUND NANCY & JEFFREY PORTER FAMILY FUND
CHARLEVOIX COUNTRY CLUB COMMUNITY FUND PRECEPTOR BETA MU FUND
CHARLEVOIX PUBLIC LIBRARY FUND
MASON & LYNNE ROSENTHAL FAMILY FUND
CHARLEVOIX ROTARY CLUB FUND ROTARY CLUB OF CHARLEVOIX PUBLIC SCHOOLS AUDITORIUM ENDOWMENT
CHICAGO CLUB FUNDS SERENDIPITY FUND
THE CHARLEVOIX CLUB FUND EFFIE HANCOCK SMITH MEMORIAL FUND
*JOHN AND SUE DIXON FUND
BONNIE STAFFEL FUND
EMMET-CHARLEVOIX BAR ASSOCIATION FUND FRANK J. & BETTY J. STREHL FAMILY FUND
FISHER-CUMMINGS FAMILY FUND THE SUMMER FUND
VICTOR & PAULINE GARMYN MEMORIAL FUND TROUTMAN FAMILY FUND
HANNA FAMILY FUND OWEN WELSH CANCER FUND
HANSEN FAMILY FUND JAMES & SHARON WHITE FAMILY FUND
BRUCE & JOYCE HERBERT FUND SAM & CASS WILLIAMSON FUND
HESTIA WOMEN'S GIVING CIRCLE FUND WORKS FAMILY FUND
JELINEK NORTHSTAR FUND ZONTA CLUB OF CHARLEVOIX FUND
*indicates a new fund this year

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Unrestricted Funds

Give us the flexibility to make grants in response to our community's changing needs and priorities

ADMINISTRATIVE ENDOWMENT FUND

CHARLEVOIX COUNTY COMMUNITY FUND
FULLER ROAD FUND
WILLIAM OHLE MEMORIAL FUND

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Field of Interest Funds

Address a specific area of concern or cause as chosen by those who establish the fund
JOHN & LAURENE ADAMS FUND
Benefits Beaver Island
BOYNE FALLS MEDICAL NEEDS FUND

Meets health needs of Boyne Falls children
CHARLEVOIX COUNTY SUBSTANCE ABUSE, TREATMENT, PREVENTION AND EDUCATION FUND

Supports a variety of substance abuse programs
ETHEL COELING ENVIRONMENTAL FUND

Supports environmental initiatives
LOUANNE DAVIS FAMILY FUND

Supports programs that benefit the Boyne City area
DEDOES FAMILY FUND

For substance abuse, treatment, education, and prevention programs
DILLER FAMILY FUND

Benefits the East Jordan Area
KENNETH DILLER MEMORIAL FUND

Benefits East Jordan children
HEALTHY YOUTH & SENIORS FUND

Supports health initiatives targeted to children and the elderly
INDUSTRIAL DEVELOPMENT FUND / EAST JORDAN

Spurs industrial growth in the East Jordan area
IMI COMMUNITY ENDOWMENT FUND

Addresses healthcare needs of Boyne City students
*LAKE CHARLEVOIX WATERSHED FUND

Supports projects and programs that benefit the Lake Charlevoix Watershed
ALYCE LESSER MEMORIAL FUND

Benefits the Charlevoix area
PHYLLIS MALPASS MEDICAL NEEDS FUND

Addresses healthcare needs of East Jordan students
FATHER BILL McKEON MEMORIAL FUND

Supports substance abuse treatment and education efforts
EUGENE B. RENKIEWICZ MEMORIAL FUND

Supports programs to promote sexually responsible behavior in teenage boys
SHERMAN FAMILY FUND

Supports programs benefiting the East Jordan community
STOWE FAMILY FUND

Benefits the Boyne City area
TOWSLEY FUND

Focuses on young people and new health initiatives
TUNISON-GARLOCK MEMORIAL FUND

Supports educational programs and environmental projects
YOUTH FUND

Supports a variety of programs to benefit young people

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Geographic Field of Interest Funds

Support a variety of projects that benefit their designated communities

BEAVER ISLAND ENRICHMENT FUND

BOYNE CITY ENRICHMENT FUND
CHARLEVOIX FUND
EAST JORDAN ENRICHMENT FUND

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Special Project Funds

Help civic groups launch a new project, assist organizations during startup, or address a time-specific community need
CHARLEVOIX COUNTY SHERIFF'S OFFICE CANINE PROJECT FUND
CHARLEVOIX COUNTY SHERIFF'S OFFICE DNA ID KITS FUND
*CHARLEVOIX FOUNTAIN OF YOUTH FUND
PRESERVATION ASSOCIATION OF BEAVER ISLAND FUND
WALLOON FUND
*indicates a new fund this year

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Organizational Funds

Support the operational, administrative, and programming costs of their designated organizations

CHARLEVOIX COUNTY 4-H ENDOWMENT FUND

CHARLEVOIX PUBLIC LIBRARY OPERATING ENDOWMENT FUND
BAY AREA SUBSTANCE EDUCATION SERVICE (B.A.S.E.S.) FUND *CHARLEVOIX SCHOOLS FOUNDATION FUND
BEAVER ISLAND COMMUNITY CENTER FUND CHILD & FAMILY SERVICES OF NORTHWEST MICHIGAN FUND
BEAVER ISLAND HISTORICAL SOCIETY FUND CROOKED TREE ARTS CENTER CULTURAL FUND
BEAVER ISLAND RURAL HEALTH CENTER ENDOWMENT FUND CROOKED TREE DISTRICT LIBRARY ENDOWMENT FUND
BEAVER ISLAND RURAL HEALTH CENTER SPECIAL PROJECTS FUND EAST JORDAN HISTORICAL SOCIETY ENDOWMENT FUND
BOYNE DISTRICT LIBRARY ENDOWMENT FUND EAST JORDAN LEARNING ALLIANCE ENDOWMENT FUND
CAMP DAGGETT FUND EAST JORDAN PUBLIC SCHOOLS ENDOWMENT FUND
CAMP QUALITY NW MICHIGAN FUND GRANDVUE ENDOWMENT FUND
*CAMP QUALITY NW MICHIGAN ENDOWMENT FUND
HOSPICE OF NW MICHIGAN FUND
*CHAR-EM UNITED WAY FUND
JORDAN RIVER ARTS COUNCIL FUND
CHARLEVOIX AREA HOSPITAL ENDOWMENT FUND JORDAN VALLEY DISTRICT LIBRARY FUND
CHARLEVOIX COUNTY LAND CONSERVANCY ENDOWMENT FUND LAKE CHARLEVOIX MARINERS FUND
*CHARLEVOIX AREA GARDEN CLUB ENDOWMENT FUND
PLANNED PARENTHOOD NORTHERN MICHIGAN FUND
*CHARLEVOIX AREA GARDEN CLUB PROJECT FUND
PLANNED PARENTHOOD NORTHERN MICHIGAN SPECIAL PROJECTS FUND
*CHARLEVOIX AREA HUMANE SOCIETY ENDOWMENT FUND
RAVEN HILL DISCOVERY CENTER FUND
*CHARLEVOIX AREA HUMANE SOCIETY FUND
TIP OF THE MITT WATERSHED COUNCIL FUND
*CHARLEVOIX HISTORICAL SOCIETY FUND
WOMEN'S RESOURCE CENTER FUND
*indicates a new fund this year

Scholarship Funds

Provide educational scholarships and stipends to our area students, in accordance with the guidelines set by donors who establish the funds

ARROWMONT FUND

CHRISTY GILL MEMORIAL FUND
ARLENE C. BARDY MEMORIAL FUND HARBOR INDUSTRIES, INC, FUND
NORMAN & GENEVIEVE BARTLETT FUND ELIZABETH GRIFFIN HERMAN FUND
*JEREMY AND NICHOLAS BINGHAM MEMORIAL FUND
*SARAH HIGDON MEMORIAL FUND
BOYNE AREA CAR SHOW ENDOWMENT FUND
R. LOREN & KAY HUGHES FUND
BOYNE CITY COOPERATIVE FUND TEDDY JEFFERY MEMORIAL FUND
CLARA (SUE) KONDRAT BOYNE FALLS POLISH FESTIVAL FUND JOHN D. JURACKO FUND
*BELLAIRE PUBLIC SCHOOLS STUDENT SCHOLARSHIP FUND
RAY KIPKE ATHLETIC FUND
BELVEDERE FUNDS LEATHA LARSEN MEMORIAL FUND
BECKY BOS MEMORIAL FUND JACK LAUCHER OUTDOOR EDUCATION FUND
MARION GARDNER BROOKS MEMORIAL FUND LEE-TOKOLY CHARITABLE EDUCATIONAL FUND
EDNA BROWN NURSING FUND ARNOLD LOPER MEMORIAL FUND
BOYNE VALLEY LIONS CLUB FUND F. BRUCE MALPASS MEMORIAL FUND
21st CENTURY LEARNING FUND MARINE CORPS LEAGUE, NORTHERN MICHIGAN DETACHMENT, FUND
CHALLENGE MOUNTAIN FUND
PAUL MICHAEL FUND
CHARLEVOIX AREA HOSPITAL NURSING FUND MICHIGAN ASSOCIATION OF RETIRED SCHOOL PERSONNEL FUND
CHARLEVOIX COUNTY FARM BUREAU FUND EARL W. MILLER OPPORTUNITY FUND
CHARLEVOIX DEVELOPMENT CORPORATION FUND MISS EAST JORDAN SCHOLARSHIP PAGEANT FUND
CHARLEVOIX LIONS CLUB FUND CASEY & MARK NEWVILLE MEMORIAL FUND
*CHARLEVOIX WOMEN'S BASKETBALL FUND
PEGGY CAREY NORTHWAY NURSING FUND
KRISTEN CLEARY MEMORIAL FUND *BOB PUNG YOUTH ENDOWMENT FUND
MARK CLUTE MAPPING TECHNOLOGIES FUND
JOE SCHWEM MEMORIAL FUND
KENNETH DILLER MEMORIAL FUND SHEPARD FAMILY FUND
E. DARRELL DINWIDDIE MEMORIAL FUND TEDDY SLOUGH MEMORIAL MUSIC FUND
EARY-CONRAD FAMILY MEMORIAL FUND BOB SNYDER FAMILY MEMORIAL FUND
EAST JORDAN GARDEN CLUB FUND CHOICE SNYDER FAMILY MEMORIAL FUND
EAST JORDAN LIONESS FUND ARTHUR TAYLOR FUND
EAST JORDAN ROTARY CLUB FUND WALTER & NORMA THORSEN FUND
EAST JORDAN ROTARY OPPORTUNITY FUND
HEATHER WOODS MEMORIAL FUND
EVANGELICAL LUTHERAN CHURCH FUND MARK R. YAGER MEMORIAL FUND
ALICE GARLOCK MEMORIAL FUND MURIEL & BILL ZOULEK MEMORIAL FUND
LARRY GEE MEMORIAL FUND
*indicates a new fund this year

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