231 24 26018 https://digitalcollections.library.gvsu.edu/files/original/9ed1292503cba0f14b92589feffef575.pdf 1d090b07be675454296dbe88c982a8b8 PDF Text Text September 30, 2011 Memo to: Dave Sebastian, Chair, and Members of the Board of Trustees From: Rob Collier, President Re: President's Highlights Report This Report highlights activities since the June 1 Board Meeting. Progress on the Plan of Work Metrics has now been moved to the next Tab - Tab 4. In addition, we have the following three new members since the Board Meeting: • The Hope Foundation, Ann Arbor • Jim & Diana Huckle Family Foundation, Traverse City • Charter One Bank, Southfield After Staff News, the R eport then provides Constituency Updates, updates on each of the four core objectives in the Plan of Work for 2011-2012: 1. 2. 3. 4. Advocate for Legislative Goals Operate a Networked Learning Community Support Membership Collaboration on Critical Issues Operate a Model R egional Association to Achieve Objectives 1, 2 & 3 The report concludes with a brief summary fro m the TMP Diversity and Inclusion Initiative and a summary listing of all of the Special Projects - Attachment A - for which we are receiving grant funding. First we are pleased to share the good news on the Annual Conference. Registration as of September 30 is 541 and is composed of the following categories. We will have a full report for you at the Board Meeting. Community Foundation 184 Corporate Foundation 23 Family Foundation 90 Independent Foundation 75 Public Foundation 14 Other (staff, partners, presenters) 15 5 I. Staff News We have new staff to announce: Christopher Stallworth started on July 11 as Project Coordinator for Learning Services & Diversity & Inclusion in the Grand Haven office reporting to Vicki Rosenberg. This is a new position funded in part through TMP grant funds. Harvey Hollins, III started on September 1 as Director of the Office ofUrban and Metropolitan Initiatives based in Detroit. An appointee of the Governor, Harvey joins Karen Aldridge Eason and Maura Dewan as our third loaned executive to the Executive Office ofthe State of Michigan. �President's Report October 20 I I Page 2 Denise Temple started on September 12 as Data Systems Coordinator in the Grand Haven office replacing Mary Trimbach. Dominique Warren, a recent graduate of the Ford School of Public Policy, started on September 8 as a Skillman Fellow at the Skillman Foundation replacing Tammie Jones who joined the Detroit Parent Network on September 26. In addition, Donnell Mersereau was appointed to the Council on Foundation's Brand Building Action Team as part of the 2013 Community Foundation Centennial Plan work for COF's Community Foundations Leadership Team. II. Constituency Updates I will invite Tom Porter, Caroline Chambers and Brenda Hunt to provide brief verbal updates on issues related to their Committees. Family Philanthropy The CMF Family Foundation Trustees met at Carol Paine-McGovern's home in late August and met with Colleen Mitchell on the Organizational Capacity and Capabil ity Review as part of their agenda. The Program Committee has decided to offer two special webinar's - on Legal Basics and Investments in addition to the monthly calls with the National Center on Family Philanthropy : • Wednesday, November 16, 12:00 PM CMF Webinar Legal Basics for Family Foundations • Wednesday, January 18th 12:00 PM CMF Webinar- Investment Basics for Family Foundations Dr. Michael Moody, Frey Chair of Family Philanthropy for the Johnson Center, will be with us at the Family Foundations Constituency Meeting on Monday morning October 10 to pilot questions which will be the basis for a 2012 national research project on fam ily foundations and regional associations with our colleague organizations in Cal ifornia and Pennsylvania participating. Corporate Philanthropy The Corporate Philanthropy committee has established a strategic plan for recruitment with each committee member focusing on prospective corporate members in their specific region. • Western Michigan: Susan Broman, Steelcase Foundation; Carolyn Bloodworth, Consumers Energy Foundation; Timothy Knowlton, Kellogg Corporate Citizenship Fund. • Northeast Michigan: Kimberly Houston-Philpot, Dow Coming Foundation • Southeast Michigan: Carolyn Chambers, Comerica Charitable Foundation; Julie Garrisi, Meritor Inc. The vice president for corporate services is also focusing on a list of prospective corporate members who are actively engaged in CMF networking and educational opportun ities such as the Business Contributions Counci l and Annual Conference who are not currently CMF members. �President's Report October 20 I I Page 3 Community Foundations Brenda Hunt will report on the work being done with the Michigan College Access Network, and software vendors. III. Objective One- Advocate for Legislative Goals The Government Relations Committee Report in Tab 6 provides an update on our work in Lansing and Washington. We have had meetings with Chairman Camp and Senator Levin as well as a conference call with Senator Stabenow. We expect to have a conference call before the Conference with Congressman Upton. I look forward to sharing the final report on the Excise Tax Update from Cambridge Associates at the Board Meeting. Senator Mark Jansen has agreed to introduce legislation to transfer the definition of a community foundation from the state tax code to the Michigan Nonprofit Corporation Act. We believe this will be helpful in preventing the creation of new community foundations in 2012 as municipalities deal w ith the continued loss of revenues and the community foundation tax credit ends. In addition, the co-chairs of our Public Po9licy Committee have agreed to presenting a draft position statement on the Nonprofit Sector also in Tab 6 for consideration. IV. Objective Two- Operate a Networked Learning Community Since the June l Board Meeting, special networked learning events include: June 15-16, Facilitative Leadership Workshop - Twenty-two members from 15 member foundations, including trustee Tom Cook and the CEO and two trustees from the Chelsea Area Wellness Foundation, participated in this interactive workshop led by Curtis Ogden, Interaction Institute for Social Change. Objectives were to build understanding and skills to enable participants to define desirable outcomes for meetings, design agendas and use facilitation techniques that achieve those results. The workshop was very highly rated. In response to participant's requests, Level II will be offered in April 2012; we will repeat Level I in January 2012 and are already hearing from members about their intention to send teams. July 20, Business Contributions Council - Denso hosted the BCC where Robert Valentine, North American Public Affairs D irector, presented on the CommunityGives initiative, a component of the DowGives program. The program stems from an idea by the Dow Chemical Company to partner with community foundations to provide young people throughout the Great Lakes Bay Region an opportunity to earn grants for their favorite projects in exchange for community service participation. The initiative is designed to engage more youth in the Bay City, Saginaw and Midland areas in volunteerism and teach them the benefits of helping their communities and sparking creative ideas, interest and involvement. August 11, "The Communications Toolbox: Nuts & Bolts of Social Media" Webinar- Director of Communications, Melissa Freye led a webinar on social media for 20 members. This is the fi rst of what wi ll be a series of workshops on best practices in communications. �President's Report October 20 I I Page4 September 8-9, Essential Skills & Strategies for New Grantmakers- Twenty one members and one non-member from Indiana participated in our first Detroit offering (ESS is offered in Grand Haven each spring and now in Detroit each fall). Participants included grantmakers and trustees from all foundation types and people with one day to many years of experience. Evaluation ratings were extremely high. Program objectives are for participants to: have a comprehensive orientation to the sector and to the grantrnaking cycle; perceive CMF as a valuable resource; and build relationships with other CMF members. Faculty included: Elizabeth Sullivan, Community Foundation from Southeast Michigan; Dick Rappleye, Kresge Foundation; Dionne Alexander, Nonprofit Finance Fund, Rob Collier and Vicki Rosenberg. September 13, Detroit Area Grantmakers "What's In a Promise Neighborhood". John Colina, President, Colina Foundation; Kari Walker, CEO, The Guidance Center; Roxanne Brinkerhoff, MAE, Director of Center for Early Childhood, Projects Director for RRPNI. Foundations and the government are partnering as investors in the neighborhoods of the Detroit area, and a new neighborhood was added to the list last year. Located just six miles from downtown Detroit is River Rouge, recipient of a Promise Neighborhoods Planning Grant funded by the US Department of Education Office of Innovation. Children and families living in River Rouge face daunting social, economic and environmental obstacles to achieving academic success. Yet, with help from The Guidance Center, residents now share a vision to create a cradle-to-college continuum of services and support that will help children achieve academic success. September 21, Business Contributions Council - "Public Policy and Corporate Philanthropy - Is There Room for Both?" Health Alliance Plan hosted the BCC where LaToya Morgan, CMF Public Affairs Fellow presented on the integration of public pol icy with corporate philanthropy and the opportunities for engagement for corporate funders. Current public policy initiatives lead by CMF corporate colleagues were highlighted as well. In addition, November 3, Small Staffed Private Foundation Gathering- Twenty Executive Directors of Private Foundations w ith less than 4 staff have expressed interest in a half-day gathering to have a facilitated conversation around topics of their choosing. Many topics have been proposed including funding health and human services, how to deal with the proliferation of non-profits in the community and health care benefits for small organizations. V. Objective 3 - Support Membership Collaboration on Critical Issues Issue- Youth Philanthropy June 24-26: The 2011 Youth Grantmakers Summer Leadership Conference- The 19th Annual Youth Grantmakers Summer Leadership Conference was hosted at Michigan State University. The conference theme of "Philanthropy for Social Change: Observe. Act. Impact." opened the door to phenomenal sessions and dynamic speakers educating over 300 young people and adult advisors on the impact youth grantmaking can have on social issues impacting their respective communities. Youth had the unique opportunity of participating in a live grant review session in which they selected the recipient of a 5,000 dollar grant. Catholic Charities of Lenawee County was chosen to receive the grant for their mentoring program geared towards assisting homeless youth. �President's Report October 20 I I Page 5 In addition, we have appointed five new members to the Michigan Community Foundations' Youth Project Committee to serve three year terms. The new members are Khayriyyah Muhhamad Smith (Grand Rapids Community Foundation), Andrew Xu (Kalamazoo Community Foundation), Yeonjung Park (Community Foundation of Greater Flint), Shoham Geva (Ann Arbor Area Community Foundation) and the advisor Christopher Lemon (Ann Arbor Area Community Foundation). The MCFYP Committee is the statewide representative body ofyouth grantmakers around the state consisting of i2 young people from the 86 Youth Advisory Councils in the state and 3 adult advisors. They are directly responsible for the planning and facilitation ofthe Annual Youth Grantmakers Summer Leadership Conference as well as representing YAC's nationally at various partner events. Issue- Arts -July 28: Arts Affinity Group Meeting-- The Arts Affinity Group has identified three interest areas for the next two years: arts education, community arts, and arts capitalization. Their first meeting arts capitalization included two guests speakers, Brett Egan of the DeVos Institute of Arts Management at the Kennedy Center and David Fraher of Arts Midwest. This meeting is the first of their peer learning series the co-chairs will continue working to develop programs that to learn about the other interest areas in the coming months. Issue - Education - August 22: K-16 and Early Childhood Funders-- Hosted a teleconference, Collaborating for Educational Success: Where Can Foundations Plug in? to discuss implementation of Governor Snyder's education reform agenda and to get a better understanding of the capacity needs for the Department. Speakers included the Michigan Department of Education, Early Childhood Investment Corporation, Education Trust Midwest, and the Broad Foundation. Issue - Community Philanthropy- Midwest Community Foundations' Ventures (MCFJ1 Please see the MCFV Annual Report submitted for the Supporting Organization Annual Meeting. Issue- Closing Opportunity Gaps in Michigan With Ford Foundation grants of$600,000 for planning ($225,000) and implementation ($375,000), CMF has undertaken i ncreasing Social Equity in Michigan, a project ofTMP. By social equity we mean "Ensuring that all individuals have equitable opportunity to participate in society." The vision for the initiative is "For organized philanthropy to be a catalyst for positive social change to transfonn Michigan communities (also TMP vision). The goal is "To increase Michigan foundations' investments in achieving social equity in Michigan communities." On March 27-28, 2012, a Symposium on Closing Opportunity Gaps in Michigan will be held in Grand Rapids co-sponsored by TMP and the CMF Public Policy Committee. Planning is being led by a 20- member Steering Committee co-chaired by Marie Colombo, Skillman Foundation; Edwin Hernandez, DeVos Family Foundations; Yazeed Moore, C.S. Mott Foundation. The Committee chose to focus the research and symposium on opportunity or equity gaps for Michigan residents in the five areas of the P-20 Continuum, i.e., pre-natal infant and maternal health care, early childhood development, K-16 education, employment and transportation to work to align the initiative with the priorities of the CMF Public Policy Committee and Office of Foundation Liaison. �President's Report October 20 I I Page 6 The Interaction Institute for Social Change has been hired to lead the Steering Committee's symposium design process and to facilitate the event. Please save March 27-28, 2012 to join us in Grand Rapids. VI. Objective 4 - Operate a Model Regional Association to Achieve Objectives 1, 2 & 3 The primary activity under this Objective has been working with Colleen Mitchell on the Organizational Capacity and Capability Review (OCC)- an Executive Summary of which is under Tab I. In addition, we have been working on several issues that relate to the work of Colleen. Pilot Center of Excellence for Education (20 11-2012 Board Priority) Interviews of key CMF staff conducted by evaluator/consultant Dawn Roberts has identified several ways in which CMF could strengthen the value of learning services, increase member engagement and improve internal operations. Dawn's main finding is that "learning services at CMF could be strengthened by centralizing key systems and processes as part of a learning hub." Preliminary suggestions for improvement are to: • • • • • Create a committee representing all constituencies to inform a more coordinated and cross-cutting approach to learning services. Conduct centralized annuallearninf! services planninf! to develop an annual learning plan and coordinated calendar which will increase efficient use of staff resources, bridge constituent groups, increase member engagement, and convey the integral role that CMF serves in helping members achieve their grant making missions and goals. Standardize pricing and policies to reinforce the concept of a CMF brand. Centralize communications and marketing functions to increase effectiveness toward increasing member engagement. Specifically, include marketing and promotion in the planning cycle; integrate data collection efforts; establish effective systems and processes. Develop and apply standard evaluation practices to identify and promote successful learning services to track core metrics and share lessons learned across the organization to inform on-going programming. Our work with Dawn will be finished in winter 2012 to support piloting new programs and internal practices as of April! , 2012. Communications Under Melissa Freye's leadership, CMF implemented new strategies and tools to strengthen the collective voice of Michigan philanthropy and make communication more accessible for members. Highlights of accomplishments include: • • Publication of Rob's Op-Ed, "The Power of Partnerships," published in Crain's Detroit Business and scheduled in the Traverse City Record Eagle. Launch of the "Communicating Value Project" (market research) to inform improvements to messaging and strategies that better promote the value of membership, CMF's expertise and �President's Report October 20 I I Page 7 • • • initiatives such as TMP to current and potential members and sector and government leaders. Design and implementation of a print and e-promotion campaign for the annual conference. Use of social media (Twitter and Facebook) which is increasing engagement with key influentials and other nonprofits. The Communications & Marketing Advisory Council met June 20, at The Kresge Foundation. Mark Sedway and Melissa Freye facilitated a focus group as part of the "Communicating Value Project." Sedway also presented "Pocketbooks or Partners? How Government Leaders View Foundations," an overview of a recent national EDGE research project that included Michigan. UPDATE: Transforming Michigan Philanthropy Through Diversity & Inclusion (TMP) Objective 1: Become a Diverse and Inclusive Membership Association Staff Development • CMF has continued participation in the 2011 P ALN with a CFO led team: Dave Lindberg, Melissa Freye, Bill Corkill, Barb Dryer, Beverly Spriggs, and Deb Palms • 2010 CEO led PALN team continues with Year 2 Follow-up with group webinars and training: Rob Collier, K imberly Burton, Mike Goorhouse, Donnell Mersereau, Vicki Rosenberg and Tammie TenBroeke Organizational Development • CMF staff continues coaching retreat series begun in 2010 led by Dr. Lynn, Wooten, CMF Scholar in Resident. Training series for core staff on work flow; communication and internal processes. Executive team training on leadership, accountability and business model development • CMF continues to monitor and update its HR Policies including recruitment, grievance procedures and discipline. • CMF implemented a tracking system in conjunction with CRI to monitor/increase use of diverse vendors with 20 I 0 as baseline. Objective 2: Increase member awareness, understanding and support voluntary action to become more diverse and inclusive Research • Completed metrics for TMP working with a team from the Foundation Center and TMP evaluation team. The Advisory Committee approved the metrics and updated evaluation plan at its August meeting • Conducted a focus group on key messages about diversity, inclusion and TMP with the Advisory Committee in August as part of the Communicating Value Project with terrific results. • Completed annual Key Stakeholder Interviews to understand perceptions about TMP from Advisory Committee members, key staff and trustees. Findings form the basis for the annual Advisory Committee Retreat taking place November 10 in Detroit. �President's Report October 20 I I Page 8 Awareness Campaign • Published the first in a series of"Stories of Change" featuring the Battle Creek Community Foundation. The series will feature transformative actions taken by foundations as a result of their participation in the Peer Action Learning Network and other TMP programs. The objective is to infonn, inspire and engage new members in TMP (attached). • Commissioned writer Andrea Collier to collect additional data and produce a report on diversity and inclusion in foundation boards. The core data was collected through two focus groups held in spring 2010 by CMF and BoardSource. The report will be released during a session on this topic being offered during the CMF Annual Conference. • Engaged influential member foundation trustees and CEOs as presenters for leadership sessions on diversity and inclusion to be offered at 2011 annual conference including: o Becoming a Diverse and Inclusive Foundation: Michigan Experiences o The Role of the Board in Becoming a Diverse and Inclusive Foundation o Creating an Intergenerational Legacy: Successful Strategies for Inclusion, a session for family foundations Learning Opportunities • Added a new workshop for those ready to learn more about diversity and inclusion for their foundation as a stepping stone to participating in the Peer Action Learning Network Program. The workshop, "Strategic Diversity Management and Inclusive Culture as a Vehicle for Creating Excellence in Organizations" will be held December 1, 2011 in Lansing. Lynn Wooten is lead faculty. This workshop was piloted at the 2009 CMF annual conference with very high ratings. Supporting Action- Peer Action Learning Network (PALN) • Offered seminars, webinars and a facilitated on-line share site to alumni of the 2010 Peer Action Learning Network (PALN) and participants in the 2011 cohort. Each group provided input on their needs and preferences for post-year one supports through recent focus groups and surveys. • Released the "Tool K it for Transferring Knowledge" to PALN participants in July 2011 . The toolkit contains facilitators guidelines, master handouts and power point slides for all 17 exercises conducted during the PALN program. Feedback to date has been very positive. • Commissioned an innovative new tool kit for fami ly foundations on bridging generations featuring an introduction to generational differences and points of common ground and tools for effective communications, meetings and retreats engaging four or even five generations. The tool kit also features case studies from CMF members including the Colina, Fisher and Alden and Vada Dow Foundations. The kit will be the centerpiece of a session at the annual conference. Objective 3: Increase diversity of individuals serving, leading, governing, advising foundations/corp. giving programs Opportunities for Diverse Mid-Level Foundation Staff August 26, Michigan Forum for African American Philanthropy Mentoring Program launch with Twenty-six participants. Dr. Lynn Wooten facilitated training on "How To Mentor and Be a Good Men tee." Goals of the program: �President's Report October 20 I I Page 9 • • • • To create a pipeline of African American professionals within the field of philanthropy. Increase mentee's soft skills to include critical thinking and leadership. Increase mentee's technical ski lls in their area of expertise. Create long-lasting business relationships that could potentially result in career opportunities for mentee. Continue Workshops for African-American foundation staff and trustees. Over 45 attendees participated in the MFAAP first annual summer educational and networking event. Dr. John H. Jackson, Ed.D., JD, President and CEO of the Schott Foundation for Public Education, spoke on "African American Philanthropy; Its Impact on our Communities and Executive Opportunities Within the Field." Dr. Lynn Wooten moderated a panel discussion including Dr. John Jackson and Carol Goss, President and CEO of the Skillman Foundation. �STORY OF CHANGE: BATTLE CREEK COMMU NlLY '-'-<..l'-0..1JI.U-Ll...u.L'-"'--- - - - - - - - - - - - - - - - - - - ' Transforming M ichigan Philanthropy Through Diversity &Inclusion Addressing tl1e complex issue of diversity can be a sensitive prop ositio n for any organizatio n and the Battle Creek Community Foundation (BCCF), which se1ves a small tig htknit community, is no exception. However, since becoming involved in the Peer Action Learning N etwork (PALN), sponsored by tl1e Council of Mich igan Found ations, BCCF has made significant progress in the areas of d iversity and inclusion in its organization's hiring po licies. In tl1e past, the need for d iversity and inclusion had repeatedly su rfaced as a topic of d iscu ssion for BCCF trustees and staff. As on e staff member commented, "Before it felt like we hired for p ersonality fit .. .who would fit in' ' TI1e emphasis now. however. is to encourage d iversity of opinions and perspectives. 1l1e PALN g ave BCCF the chance to tackle a project within its organization that focused on d iversity. BCCF's team, which included Monica Lon k, Director of Human Resources, embraced the chance to promote diversity and inclusio n in BCCFs hiring p olicy. Stated Ms. Lo nk, ·'We wanted to pick a project tl1at was meaning fu l and impactful to the organization and w hich required immediate action .., BCCF's n ew throu gh any ban·iers or defensiveness w ithin tl1e organizatio n. Most imp ortantly, ·'the PALN work was not abo ut blame and shame,'' b ut the program encou raged op en d ialogu e around all forms of diversity. 1l1us, the underlying context of me BCCF "Hiring Policy Project'' is that diversity of skills, life experience, and cu ltural perspective is critical to the present and futu re success of tl1e organization. Furthermore, BCCF used the PALN program to institutionalize tl1e recruiting and hiring of new staff, w hich w as augmented with an official and transparent hiring p rocess, led by Hu man Resou rces. As a result, an open and etJ1ical process has h elped BCCF staff and trustees to explain their resolu tio ns to the broader community. The BCCF has incorporated d iversity and inclusion into mu ltiple aspects of its hiring processes to get the most diverse pool possible. The selection of job posting sites was broadened, moving beyond word-of-mouth and foundation circles, and utilizing free job publications and social networking sites. For tl1e fi rst jo b opening, BCCF received over 200 applicatio ns, far more than had ever been received in tl1e past. Other no nprofit organizatio n s have asked BCCF about its d iversity and inclusion practices. Kathy Szen da Wilson , BCCF Director of Neighborhood Grant Making, advises otl1ers to ·'initially sit down as a n executive team and have a real conversation about wh at d iversity means to you.·' Ano mer lesson learned by BCCF is to communicate clearly and more o ften to staff and trustees about the new hiring process and p rovide ta lking points for explaining the changes to community. TI1e next steps for the Battle Creek Community Foundatio n are to integrate d iversity an d inclusio n issu es into staff meetings and to move mese ideas into volunteer recru itmen t. As BCCF CEO Bre nda Hunt says, ·'the experience has given the [diversity) issue legs .. .it's alrea dy c hanging the chemistiy of the organization." inte1v iew process inco1porates broader staff involvement, question s about exp eriences w ith d ifferent cultures, and invites cand ida tes to do a presentati on because ·'It helps them show tl1eir passion ' ' Because tl1e PALN facu lty framed diversity and inclusio n beyond race, it ·was less difficult for BCCF to break Battle Creek Community Foundatio n staff michiganfoundations.org � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2011_BB_2011-10-09_Presidents-Report Title A name given to the resource Council of Michigan Foundations 2011-10-09 board book presidents report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2011-10-09 board book presidents report. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50876 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-10-09 https://digitalcollections.library.gvsu.edu/files/original/59d50bbf6cab93b4e6910b0c620d92dc.pdf ec3336596983e4b577e41a5306b2985d PDF Text Text Board of Trustees Minutes June 1, 2011 Dow Diamond, Midland The Meeting of the Board ofTrustees of the Council ofMichigan Foundations (CMF) was held at Dow Diamond in Midland on Wednesday, June 1, 2011 , pursuant to written notice duly given. Chair Dave Sebastian called the meeting to order at 2:30p.m. Trustees, officers and special guests present in addition to Chairman Sebastian. Caroline Chambers Melonie Colaianne Andrea Cole Rob Collier Tom Cook Ellen Crane Brenda Hunt Shirley Kaigler Mark Morley Larry Moon David Page Carol Paine-McGovern Phil Peters Glenda Price Tom Porter Tessa Robertson Diana Tarpoff Chris Velasquez Special Guests: Margaret (Ranny) Riecker, Herbert H. and Grace A. Dow Foundation Mary Lou Benecke, Dow Corning James Stephenson, Dow Corning Jenee Velasquez, Herbert H. and Grace A. Dow Foundation CMF Staff: Breannah Alexander, Program Associate for Youth Philanthropy Kimberly Burton, V ice President of Corporate Services Bill Corkill, Director of Technology Sue Cuddington, Executive Assistant to the President Melissa Freye, Communications Director Mike Goorhouse, Private Foundations Coordinator David Lindberg, Chief Financial Officer Donnell Mersereau, V ice President, Community Foundations LaToya Morgan, Public Policy Fellow Vicki Rosenberg, Vice President, Education, Communication & External Relations Hannah Watson, Summer Mawby Intern I. Call to Order/Introductions Dave Sebastian, Chair welcomed the Board and self-introductions were made. II. Welcome from Special Guest Ranny Riecker Ms. Riecker shared she has been involved with CMF since its creation in 1979. She served two terms as Board Chair one included the hiring of Rob Collier. She commented on the 1969 Tax Hearings held by Congress on foundations as the prime reason for creation of CMF and the need to contjnue our advocacy and legislative work in Washington and Lansing given the rapidly changing fiscal environment for the public sector. The Board acknowledged Ranny's many contributions to CMF as well as for hosting the member gathering following the meeting at Dow Diamond. Til. Communications Plan for 2011-12 Melissa Freye, Director of Communications, reviewed the messaging work done with Kito Cetrulo last year. Building on this project, the goal is to create message infrastructure to enhance the CMF �Board Meeting Minutes June 1, 2011 Page 2 brand and consistently communicate the value to our members and demonstrate expertise to the state and sector. The project deliverables are: new membership recruitment and retention messaging and materials; new communication tools including a tagl ine; new organizational structure for website; and a CMF message manual. T he Board worked in small groups to discuss CMF themes- what defines our core & how do we want to be remembered? Results of the small discussion groups included: • Important things are theme & tone • Need to be a leader and be able to assist • To serve we need to do it better • Giving is accessible and inclusive • Like current tag line • Advancing effective philanthropy and achieving greater impact • Shifting to leading • Greater impact and voice of philanthropy • Simplify message • How do you get to the people that aren' t involved? • Does using the term strength mean we are weak? IV. Consent Agenda Minutes of March 29, 2011 Board Meeting Minutes of the May 6, 2011 Executive Committee Meeting Investment Report Treasurer's Report Dave Sebastian presented the Consent agenda with no further discussion by the Board. Upon motion d uly made, suppor ted, a nd unanimously carried it was RESOLVED that the Board Minutes of March 29, 2011 and the Executive M inutes of May 6, 2011; the Investment Report for the period March 31, 2011; and the Internal Financial Statements for the year ending March 31, 2011 be appr oved as presented. V. President's Highlights Report Mr. Collier updated the Board on the progress ofCMF' s Plan of Work metrics. Mr. Goorhouse noted that 232 members have renewed as of the end of May. It was noted the correct name of one of the new members listed in the report is Children' s Hospital of Michigan Foundation. Trustees commented on various events including: • Tom Porter, Vice Chair for Family Philanthropy, noted the one pager created for the Johnson Center's Family Foundation Summit held May 19 & 20. The Family Philanthropy Membership Committee is working on developing a recruitment plan and the Communications Committee is working on developing marketing tools to support membership recruitment. • Brenda Hunt, Vice Chair for Community Foundations noted the Governor signed the bill to eliminate charitable tax credits. T he Committee is currently looking at how we position giving after the tax credit ends in December. • Caroline Chambers, Vice Chair for Corporate Philanthropy reported on the collaboration with Boston College Center for Corporate Citizenship. The Committee will continue to hold these important opportunities around the state. • Rob Collier reported on the work in Lansing to preserve the three charitable tax credits, including the 20 year old community foundation tax credit. W hile an alternative plan with a reduced tax credit was presented to the Governor and Legislature, the Governor does not support the use of �Board Meeting Minutes June 1, 2011 Page 3 • VI. credits as tax policy and all three will now end along with other credits on December 31, 2011 . He added that many legislators now have been educated on the benefits of community foundations during this process. Annual Conference Update - Mr. Collier noted Joel Mabus w ill be our featured Artist in Residence. National journalist Ed Gordon will join Governor Snyder in the opening plenary. Juan Olivarez, Co-chair of the Annual Conference, is leaving the Kalamazoo Community Foundation as he has accepted the position ofPresident of Aquinas College. • Public Policy Fellow LaToya Morgan reported on the annual Michigan Grantmakers for Women & Girls event- Deborah Richardson spoke along panel of survivors on the trafficking of girls in Michigan. Ms. Richardson wi ll be speaking at a session at the CMF Annual Conference. • The 2011 Mawby Award was presented to Jim & Donna Brooks of Holland at the MNA SuperConference. • Tom Cook reported on the Green & Blue Network Affinity Group's inaugural event in Marshall on June 18. Dave Allen the group's Scholar in Residence along with Steve Hamilton from Michigan State University and Jeff Spoelstra, Kalamazoo River Watershed Council will be resource facu lty for the event. • Breannah Alexander and Hannah Watson are working on last minute details for the Summer Youth Leadership Conference at Michigan State University June 24-26. This year's theme is "Philanthropy for Social Change: Observe. Act. Impact." Over 300 youth grantmakers are expected to attend and new invitees this year are the children and grandchildren of Family Foundations. • Special project highlights included Kimberly Burton shared the Transforming Michigan Philanthropy Through Diversity & Inclusion Mentoring Program is looking for seasoned staff to pair with new staff to the field. • Susan Howbert noted the Johnson Center recently held its first Family Foundation Summit with the focus being placed-based philanthropy. • Vicki Rosenberg discussed the grantmaker education taskforce and the chart CMF is using to redesign all of our learning services. • Mr. Goorhouse noted EPIP recently recognized CMF and Rob for his championship of the work throughout the years. • The PolicyWorks Initiative, CMF is hosting for the field of Regional Associations of Grantmakers received a grant from the Gates Foundation. Audit Committee Phil Peters, Treasurer repotted on the recent Audit Committee Meeting at Rehman Robson. Mr. Lindberg noted page 2 of the Audit memo was distributed at the meeting. He reviewed the Audit, noting page I 0 describes purposes of the supporting organizations and page 19 includes restricted net assets which are the special projects that include 30 to 40 grants. The Board congratulated CMF on receiving a clean opinion. �Board Meeting Minutes June 1, 2011 Page 4 Upon motion duly made, supported, and unanimously carried it was RESOLVED that the CMF & Supporting Organizations March 31, 2011 & 2010 Audit Report, as recommended by the Audit Committee, be accepted. VII. Executive Session Chairman Sebastian excused the CMF staff for a 45 minute session with Rob Collier to discuss operational issues. VIII. Special Issues A. Project Management System As a result of the Executive Session, there was agreement to support a Project Management System. Upon motion duly made, supported, and unanimously carried it was RESOLVED that up to $17,000 be used from the Kellogg operating grant or from Core Reserves for the purchase and first year maintenance of a Project Management Software system. B. Nominations Process from the Governance Committee Mr. Collier announced the Board w ill have seven vacancies including youth trustee, Tessa Robertson, will be moving to New Hampshire to attend Dartmouth College. Rob noted that this will be Tessa's last meeting and Trustees joined in expressing their appreciation to Tessa for her service. Mr. Collier reviewed the nominations process, and Ellen Crane added the Committee is looking to fi ll the gaps and to look at ski ll sets we are losing and what want to have. It was recommended fund development be added to the matrix. C. Purchase of Office Space Mr. Collier noted that staff has detem1ined the need to retain the conference room at the Grand Haven Office instead of selling it to Grand Haven Community Foundation. T herefore Mr. Lindberg has added this square footage to the transaction to purchase the remaining office space while the real estate market in Grand Haven is depressed. Upon motion duly made, supported, and unanimously carried it was RESOLVED that the remaining 1,506 square feet of office space in Grand Haven -17/27ths ofthe upstairs in Suite Three at One South Harbor- be purchased from the Loutit Foundation, a supporting organization of the Grand Haven Area Community Foundation for $90 a square foot - a total of $135,540 with the funds coming from the core services fund balance. IX. Midland' s Role in Reinventing Michigan T rustee Chris Velasquez introduced his colleagues from Dow Corning Mary Lou Benecke, Vice President of Public Affairs & Corporate Communications and James Stephenson, Global Healthcare Market Manager from Dow Corning who shared the company's histoty and many entrepreneurial projects delivering solutions. Leading silicon producer Hemlock Semiconductor is located just south of Saginaw and has hired over 12,000 employees plus construction jobs. Mr. Stephenson discussed Child Vision, an initiative to address vision needs of children in developing countries and showed samples of an adult prototype of adjustable eye glasses that use silicon that is the enabler that makes them work. They are working on designing a child prototype by the end of the year. X. Other and Adjournment �Board Meeting Minutes June 1, 2011 Page 5 T here being no further business to come before the Board, Chair Sebastian adjourned the meeting at 5:45p.m. to join the Regional Networking Reception and the Great Lake Loons ballgame. David Sebastian, Chair Robert S. Collier, President � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2011_BB_2011-10-09_Previous-Board-Minutes Title A name given to the resource Council of Michigan Foundations 2011-10-09 board book previous board minutes Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2011-10-09 board book previous board minutes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50877 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-10-09 https://digitalcollections.library.gvsu.edu/files/original/c8f34716a9c7679bc542ea9860b93e10.pdf 64c81443138e5a3b4820f4016f7fab50 PDF Text Text DRAFT September 29,2011 Memo to: Dave Sebastian, Chair, and Members of the Board of Trustees From: Tom Cook and Neal Hegarty, Co-Chairs Public Policy Committee cc: Rob Collier Re: P roposed Position on Nonprofit Sector in Michigan The following Resolution is presented for consideration. Due to the timing of meetings we have shared this memo with but have not been able to discuss with the Public Policy Committee. RESOLVED that the Council of Michigan Foundations supports a strong pa rtnership between government and the nonprofit sector and calls upon the Governor, Speaker of the House and Senate Majority Leader to support this partner ship through both legislation and other steps to promote charitable contr ibutions to and volunteerism that will help the nonprofit sector fulfill its charitable r oles. BACKGROUND Concern is being expressed by nonprofit sector leaders across Michigan that the actions of policy makers in both the Executive Branch and State Legislature are not suppottive of the strong government and nonprofit sector partnership that characterizes Michigan. This partnership reflects a historical financial involvement; 1 nationally nonprofits report greater than thirty percent of their budgets comes from government contracting. The message is clear: nonprofit sector cannot exist without the support of government. Yet, policy decisions are being made with little regard to the impact on the nonprofit sector or its capabilities to deliver services to those most in need. At a time when the nonprofit sector is being expected by policymakers to pick up the slack on services dropped by government, there is little communication from state leaders on the value of giving and volunteering in making the role of the nonprofit sector successful. In addition, there is little understanding of the resource limitation of foundations given the growing population of citizens in need, a greater demand for services, and a decade of budget cuts. Because ofCMF's role in both creation of the Office of the Foundation Liaison to the Governor and in partnering with the Michigan Nonprofit Association in creating the Nonprofit Caucus, CMF is being asked to take a position reinforcing the value of this long standing partnership and calling on our state leaders to promote charitable contributions to and voluntary activity in the nonprofit sector. CMF through creation of the Michigan Community Service Commission and M ichigan Nonprofit Association each 20 years ago has played a leadership role in development of a strong nonprofit sector in Michigan. Therefore we believe it is appropriate to respond by communicating this position to: • the Governor, Speaker ofthe House, Senate Majority Leader and the eight co-chairs of the Nonprofit Caucus; and • to our members and asking them to share it with their local state representatives and state senators. 1 Urban Institute. National Center for Charitable Statistics. www.nccs.urban.org/resources/faq.cfm. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2011_BB_2011-10-09_Public-Policy Title A name given to the resource Council of Michigan Foundations 2011-10-09 board book public policy Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2011-10-09 board book public policy. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50878 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-10-09 https://digitalcollections.library.gvsu.edu/files/original/281c1e2f1bfe615a34a359aef73defed.pdf 020973396072bfcde1727aae10341381 PDF Text Text CMF Foun~ations Council of Michi an Serving grantmakers. Advancing giving. To: CMF Members From: Carol Goss, Chair Governance Committee, and Rob Collier, President Re: Request for Nominations for CMF's Board of Trustees The Council of Mich igan Foundations (CM F) is governed by a board of 28 t rust ees and CEOs t aken from ou r membership of private, family, community and corporate foundations and corporate giving programs. The CMF Governance Committee is actively seeking nominations from the membership for the Board of Trustees. Six board vacancies are expected to be filled for the Class of 2014. Each individual would serve a three-year term beginning October 11, 2011. Visit the CMF Board of Trustees Roster for our current list of members serving as trustees. To assist you in helping us identify candidates, the CM F Board of Trustees recently adopted t he following Nominat ion Policy: "The CMF Board of Trustees seeks to recru it individuals as Board members who are committed to t he organization's mission and govern ing process. CMF will seek diversity among its Board of Trustees to ensure that a range of perspectives, opinions, and experiences is recognized and accessed in achieving its mission. Foundations and corporate giving programs represented on t he board w ill encompass a variety of philanthropic organizations of diverse asset sizes and from different geographic regions. CMF will promote diversity in expert ise, physical ability, national origin, ethnicity, race, cult ure, generatio n, religion, educational background, sexual orientation, gender ident ity and with different skills, abilit ies, lifestyles and beliefs in recruit ing its Board of Trustees." In add ition, the CMF Board seeks out candidates who possess the following characteristics: a) A demonstrated passion for CM F's mission b) An ability t o support the board governing st ruct ure and meet board commitment expect ations c) A w illingness t o engage in deliberat ive and collegial decision-making d) An ability t o commit to t heir stewardship responsibilities e) Knowledge around CMF systems, organ izational development, change management, strategic t hin king, organizational growth, or strat egic legal and nonprofit issues Additionally, the Governance Committee is also seeking nominations of individuals who have either financial skills and experience or commun icat ion skills and experience. How to Submit Nominations - Deadline: July 29 Please submit your t rustee nominations (name, organizat ion and a short description of t he individual's qua lifications) by returning the attached form by Friday, July 29. All nominations w ill be confident ially reviewed by the Governance Committee t o determine t he fina l ballot dist ribut ed t o members. The election of t rustees will be ratif ied at t he Annual Members M eeting at t he CM F Annual Conference. If you have questions, please contact Rob Collier, president, at 616.842.7080. Thank you for you r support and membersh ip in the Council of M ichigan Foundations. �CMF Foun~ations Council of Michi an Serving grantmakers. Advancing giving. BOARD OF TRUSTEES NOMINATION FORM 2011 Trustee Nominee Contact Information: Name: _________________________________________________________________ Title:------------------------------- Organization: ----------------------------------------------------------- Description of Nominee's Qualifications: Please return to the Council of Michigan Foundations by Friday, July 29. Email: scuddington@michiganfoundations.org or Fax: 616.842.1760 Mail: One South Harbor, Suite 3, Grand Haven, Ml 49417 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2011_BB_2011-10-09_Request-for-Nominations Title A name given to the resource Council of Michigan Foundations 2011-10-09 board book request for nominations Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2011-10-09 board book request for nominations. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50879 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-10-09 https://digitalcollections.library.gvsu.edu/files/original/86e5ce6ccbd67ca53c5b35a46580f1a8.pdf 432cebc66d9dfcd2f8196605bc76d0d4 PDF Text Text September 30, 2011 Memo to: Dave Sebastian, Chair, and Members of the Board of Trustees From: Rob Collier, President Re: Update on Metrics Attached are three pages of Metrics that note progress on key performance objectives in the Plan of Work. The first page highlights for the period ending August 31, 2011 Membership Retention and Recruitment and shows that we have 266 members renewed with 63 still to renew and 10 new members to date with a goal of 45 for the year. The second page shows progress on our fi nancial metrics for the period ending July 31, 2011 membership dues, and additional member dues. The third page shows financial data for the period ending July 3 1, 20 11 on the Market Value of the Endowment Funds and the Total Expenses for CMF and the three Supporting Organizations. We look forward to responding to any questions you have at the Board Meeting. �Paid Members as of August 31 for 3 years 350 Membership Numbers as of August 31, 2011 300 264 259 265 2009 2010 2011 250 Current Difference Metric 200 150 # Orgs Renewed New Dropped* #Paid Orgs 266 10 0 276 (63) (35) 10 329 45 -10 364 100 so 88 0 *Dropped Metric based on 3% loss, assuming 9796 renewed Membership Revenue as of August 31 for 3 years $1,000,000 M embership Revenue as of August 31, 2011 $800,000 Current Metric $767,300 $780,875 2009 2010 Difference $600,000 $ Orgs Renewed New $ Paid Orgs 686,500 14,000 700,500 921,000 44,000 965,000 (234,500) (30,000) (264,500} $400,000 $200,000 $- M ember Type Past Due ## Community Family Corporate Independent Other•• Total 1 22 11 10 19 $$ 1,100 29,400 32,300 184,000 24,700 271,500 Contacts % 64% 37% 38% 71% 29% 44% New ## Goal 1' 1' 1' 1' 1' 1' 0 15 10 10 10 45 0 1 3 0 Dropped $$ 3,000 2,200 ## New or Dropped since last month Category Name $$ $$ 0 0 0 0 0 2011 0 0 0 0 0 8,800 14,000 63 0 0 **Other includes: CF Affiliates, CF Donor Advised Funds, Public Foundations, Out of State Associates and Individuals 1' Indicates change from previous month �Council of Michigan Foundations Financial Dashboard Core Member Services 4-1-11 to 7-31-11 $2,532,000 Budset 2011· 12 Total Revenue Core Services Membership Dues $96$,000 Actual7· 31· 11 Additional Member Dues Total Expenses Core Services $225,000 $2,532,000 $11,550 8UdJOI 2011·12 8ud101 2011· 12 Net Surplus (Deficit) $120,170 $·0 BudJOI 2011· 12 S:\Boards and Committees\CMF\Board\20 11·12\10.9.11 Meeting Materials\CMF FS 7· 31·11 �Council of Michigan Foundations Other Financial Data 7/31/2011 Endowment Funds Market Value • Market Va lue 4-1-11 • Market Va lue 7-31-11 $18,072,707 $18,110,550 M arket Value 4-1-11 M arket Value 7-31-11 CMF & Supporting Organizations Total Expenses 4-1-11 to 7-31-11 MCFV, $548,005 , 23% CMF Core Services, $920,003 ' 38% CM F Endowment Funds, $180,049 , 8% 10/24/2011 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2011_BB_2011-10-09_Update-on-Metrics Title A name given to the resource Council of Michigan Foundations 2011-10-09 board book update on metrics Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2011-10-09 board book update on metrics. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50880 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-10-09 https://digitalcollections.library.gvsu.edu/files/original/be2ee61209429fb724b88671353ab689.pdf b3ab137474a87207d40b9b8ab73acf70 PDF Text Text Council of Michigan Foundations 18 North Fifth Street Grand Haven, Michigan 49417 (616) 842-7080 I �Board of "Crustccs 1977-78 eouncil of )tticltigan 1oundations W. Allen, Vice President and Secretary Pardee Foundation, Midland . Corwin, Executive Secretary Foundation, jackson DesJ ardin, Vice President '--'"'"-__...., Foundation, Owosso Barry Driggers, President f=oundation, Detroit F. Gertz, President ~.,...,.... ~rid -...~--· Irene Gertz Foundation, Monroe A. Hall, Executive Director pids Foundation . Herbert, Treasurer Foundation, Troy J. Hertz, Assistant Secretary Foundation, Ne w York Hudson, Vice President and Executive Director ~oondations, ~'-_..,..-.;- Detroit D. Kalleward, Executive Secretary ~~~::KJ Foundation ooi, Director Company Fund, Dearborn chtel, Vice President ~ Foundation, Lansing iller ,President d Louise B. Miller Foundation, Battle Creek The Council of Michigan Foundations exists to serve its members. CMF is an association of Michigan grantmakers: private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs . CMF is a non-profit membership organization which provides a wide range of services and activities for its members. Founded in 1972 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education, communication and information , CMF seeks to encourage and furnish the means for such exchanges. Membership in the Council currently stands at 93 organizat ions - including 72 private foundations, 12 community foundations, five banks serving foundations, and four corporate giving offices. Nearly one half of CMF's private foundation members have assets of less than $1 million, and one-third of the membership retain assets of less than $400,000. It is estimated that CMF's total membership accounts for approximately 85% of all foundation assets in the state. iller, Trust Officer k of Detroit, Detroit Purposes nn Ri ec ker, Trustee rrd Grace A. Dow Foundation, Midland hite, President rt 't1ott Foundation, Flint Officers udson, Chairman ... _____,...... S. White, Vice Chairman . John son,Secretary Staff . Joh nson, Executive Director To provide the means for regular exchange of ideas, experiences and knowledge between grantma kers. To increase the efficiency and effectiveness of Michigan foundations,. To disseminate information about Michigan foundations to the public in order to inform the public of the important and unique contributions of Michigan foundations to society. �ices and !Jenefits for Members 4. CMF informs members of tax and legal matters and federal and state legislative developments. "CMF is dedicated to the proposition that foundations are not a vanishing species, and CMF's efforts in showing the public the valuable (and in many cases, indispensable) role played by foundations have helped alleviate the burdens of the 1969 Tax Reform Act. CMF's information program for the member foundation tells us not only what has happened but what may happen on the legislative front." ~~~gao foundations have joined CMF in order to fro m the following services and activities: F provides an Annual Conference for datio n trustees, officers and staff, bank offi cers and corporate giving officers. " The annual conferences are a first rate op portunity for exchange and continuing dialogue on issues facing the Michigan hilanthropic community." Harry A. Towsley, President, Harry A. & N. Barry Driggers, President Harder Margaret D. Towsley Foundation, Ann A rbor Foundation, Detroit 5. CMF consults with members on the prepara- ·eM F conferences are the only source • ailabl e for bank trust people responsible or fou ndations to meet and talk with oundati on donors, trustees and staff.. . . o know what they are thinking, what is current in the field." tion of reports and news releases. "The Seminar on Public Information Programs presented at the Third Annual Conference gave us practical suggestions on how to report to the public. We have a real responsibility to report to the public and CMF is constantly ready to help." Ro bert Risselade, Vice President, Old Kent Bank & Trust Co., Grand Rapids = d'strib utes - Anna Mae Johns, Administrative Assistant Elsa U. Pardee Foundation, Midland pertinent articles and publica- f spec ial interest to its members. 6. CM F offers a mailing label se rvice whereby e freq uent communications from CMF egarding topics of current importance are e ll read and have been of great assistance i keeping all our trustees informed. This e ates not only to giving, but also to the ·echn ical aspects of foundation nagement ." j ames R. Kettler, Trustee, james A. Welch Foundation, Flint seeks so lut ions to members' questions prob lems by mail or phone: 2-7080) ur t rustees wanted t o know what other ndations of comparable size were a ing in fees. One call to CMF gave us the a wer." Richard J. Bell, Executive Director The Fremont Area Foundation, Fremont .,. member foundations may obtain labels for use in distributing annual reports or other special mailings. "Up-to-date mailing lists make all the difference in effective ongoing communication with the public. The Council does that for us. It offers low-cost lists on gummed pre-addressed labels for legislators, foundation people and other interest groups." Stephen Silha, Dir. of Communications ' C S. Mott Foundation, Flint 7. CMF coordinates special purpose workshops and seminars for the exchange of information among its members. "We have found the CMF's workshops and seminars our greatest source of help in developing a young foundation." Elizabeth Binda, President Greater Battle Creek Foundation. �F develops and distributes information to rove the public understanding of philanro ic activity in Michigan. " We are enthusiastic supporters of the Council of Michigan Foundations. We are c onvinced that the public and the Congress especially need to know our activities and o have facts about Foundations such as ou rs. Herbert H. Dow, President Dow The Michigan Scene - a periodic tabloid addressed to the special issues and concerns of Michigan grantmakers. Occasional publications featuring Michigan Foundations - Most recently a 19 page article appeared in Michigan in Books - a publication sponsored by the Michigan Department of Education, State Library Services, Winter 1977. "The Council has been even more successful than its founders dared hope in serving its intended purposes. Especially effective have been Council publications which tell the 'Michigan Foundation story' in ways useful to grantees, fund-raisers, decisionmakers and the general public." Foundation, Midland c sponsors Grantsmanship Seminars to grant seekers how to determine which dation to solicit, how to write a proposal, " The CMF Grantsmanship Seminar in our area has proven very worthwhile, both to artic ipants who are able to fund raise ore effectively and to foundation trustees ho receive much better proposals." john Hunting, President Dyer-lves Foundation, Grand Rapids ublishes - • ichigan Foundation Directory, Edition I, 976 ichigan Foundation Directory, Edition II, -o be issued january 1978) - a basic resource of facts about Michigan foundas, useful to grantors, grantees and the erested public. " Having our purpose clearly stated in the Michigan Foundation Directory saves me time. Fund seekers know our interests and limitations." Fred W. Corwin, Secretary-Treasurer Aeroquip Foundation, jackson and How Kit" - an aid to publishing an report, t o prepare a news release, to grants. c or the uni nitiated in the Public Relations th e CMF 'Why and How Kit' offers · ent and practical information on how tell your story. It is important for dati ons - large and small - to let the al pu blic know of the part they share - -otaJ phi lanthropic giving." John W. Paynter, Executive Dir. McGregor Fund, Detroit Russell G. Mawby, President W. K. Kellogg Foundation, Battle Creek Members/tip Jnformation All Michigan grantmaking foundations, banks serving foundations and charitable trusts, and corporations with giving programs are eligible to join CMF. CMF is tax-exempt under Section 501 (c) (3), and is not a private foundation under Section 509 (a) (1) of the Internal Revenue Code. Members are asked to support the administrative and program expenses of CM F with annual contributions. Levels of support are: Foundations With Market-Value Assets of Under $ million 5 million 25 million 5 100 million 25 300 million 100 750 million 300 Over 750 million Banks serving Foundations and Charitable Trusts Corporate Giving Offices $ Membership Contribution $ 125 300 450 750 1'125 1,500 2,000 125 125 A Cooperating Association with the Council on Foundations, Inc. �'linaneial Statement 1977-78 BUDGET Apri11, 1976 - March 31,1977 Revenues Continuing Member Contributions .. $26,325.00 New Member Contributions ........ .3, 700.00 Pledged Receivables 1976-77 . . . ... . .. 875.00 Total $30,900.00 Disbursements Office Expense Staff ......................... $18,750.00 Insurance, Supplies, Telephone ...... 2,690.00 Rental-Space and Equipment ........ 1 ,960.00 Publications . . ....... .. .... . ..... 3,000.00 Trustees and Committee Meeting Expenses . . ...... . ....... 500.00 uto rs . .................. $25,450.00 ~,~~-c ~ an d other .................. 404.55 ---'---'-"'""' Conference Surplus ......... 1 ,354.07 $27,208.62 -,f....-""".,........ n ts _ - Salaries . ................. $13,584.96 y Cost .. .... . . . .......... 970.00 e ... ..................... 230.00 S pplies .............. . .... 1, 1 06.10 Office Equipment ......... . . 1 ,041.65 e .. ............ . ....... 1 ,280.65 :::: . . . . .. . . .... . ....... . ... . 1,764.55 -- ·ons .. ................... 2,802.34 Co mm ittee Meeting Expense . 500.50 ing a nd Travel . . ....... . .. 943.58 e & Eq uipment ..... . . . ..... 978.42 eo us . ................ . .. . 5 84.46 $25,787.51 - i ts Over Disbursements $ 1,421.11 EY A D Dl RECTORY CI AL STATEMENT -- .. . . ... .......... $2,067.07 --- . .... ... . . .. .. ...... 1,856.36 Total $3,923.43 - .. .... ... ........... 2, 145.34 - - :· -- . ... .. ........... $1,778.09 ~ E 'T OF NET WORTH arch 31, 1977 - "9 ~ 5 -76 .......... $5,079.75 ---. - .. .. . . . .. ........ 1,421.11 Balance . . ....... 1, 778.09 $8,278.95 Postage and Mailing ........... . ... 1 ,800.00 Travel and Conferences ............ 1 ,000.00 Equipment ...... . .... . ... . ....... 600.00 Miscellaneous .. .. .... . ....... .... . 600.00 Total $30,900.00 eouneil of )tiieltiuan 'loundation Members Alpena Alpena Area Community Foundation Besser Foundation Jesse Besser Fund, Inc. Ann Arbor Ann Arbor Foundation Earhart Foundation The H. F. Ervin Foundation Jensen Foundation Power Foundation Thomas and Esther Pryor Foundation Harry A. and Margaret D. Towsley Foundation Bay City Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek The Greater Battle Creek Foundation W. K. Kellogg Foundation Augusta C. Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Fund Birmingham Carman Adams Foundation George M. and Mabel H. Slocum Foundation Caro Claude D. and Etta H. Andrews Foundation �Hartland Heartl and Foundation ::_ Bagley Foundation Corpo ration Fund ank and Trust Company __..._..,, - \1ogu l Corporation Charitabl e Trust - .: Foun dation tors Corporation Foundation ndatio n n Company ebber Foundation arie Manoogian Foundation --~ ~- - rers atio nal Bank ~---'-~"' -""-'• Fund I I c. o,...~ •• ~n Fou ndat ion R"ch ard Webber Foundation d H. and El oise jenks Webber Charitable Fund, Inc. lie Trust - ·table Trust - ~rt Matt Foundati on - d Dorothy Zehnder Foundation -\rea Fou ndation ;\rea Comm unity Fou ndation, Inc. - Foun dation -~ and Trust Company Jackson -\eroqu ip Foundation Samuel Higby Camp Foundation Hu rst Foundation Jackson Foundation Kalamazoo Dorothy U. Dalton Foundation John Fetzer Foundation Kalamazoo Foundation McCoii-B atts Foundation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W. E. Up john Institute for Employment Research Vicksburg Foundat ion Lansing Frank 5. and Mollie 5. VanDervoort Memor ial Founda jack Wolfram Foundation Mi dland Chemical Bank and Trust Company Herbert and Junia Doan Fou ndation Herbert H. and Grace A. Dow Foundat ion Roll in M. Gerstacker Foundation Mi dland Community Foundation Elsa U. Pardee Foundation Charles j. Strosacker Foundation Monroe Herman and I rene Gertz Foundation La-Z-Boy Chair Foundat ion B. D. and Jane E. Mcin t yre Foundation W. D. and Prudence Mcintyre Foundation Monroe Auto Equipment Company Foundation Muskegon Muskegon County Community Foundation, Inc. Owosso Al vin M. Bentley Foundation Tecumseh Al len H. Meyers Foundation ndation Traverse City Traverse Area Foun dation, Inc. at ion Troy The Kresge Foundation e: Stephenson Foundation Elise M. Fink Foundation andotte BASF Wy andotte Corporat ion York, New York ord Fou ndation � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1976_AR_1976-1977 Title A name given to the resource Council of Michigan Foundations Annual Report 1976-1977 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1976-1977. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49419 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1976 https://digitalcollections.library.gvsu.edu/files/original/3edca156527db5a44644fd12ce14f605.pdf 41b6a58568c42ece8fbdc8344d40b7d8 PDF Text Text S.JoljDWJUDJ5 UD5f1j:JfW jO UOfJDf:JOSSD UD BOARD OF TRUSTEES 1978-79 William W. Allen, Vice President and Secretary Elsa U. Pardee Foundation, Midland Fred W. Corwin, Executive Secretary jackson Foundation, jackson Nathan Barry Driggers, President Harder Foundation, Detroit Herman F. Gertz, President Herman and Irene Gertz Foundation, Monroe Chester A. Hall, Execu.tive Director Grand Rapids Foundation Thomas W. Herbert, Treasurer The Kresge Foundation, Troy Willard j. Hertz, Assistant Secretary The Ford Foundation, New York Gilbert Hudson, Vice President and Executive Director Webber Foundations, Detroit Keith D. jensen, President The jensen Foundation, Ann Arbor Howard D. Kalleward, Executive Secretary Kalamazoo Foundation Ray C Kooi, Director Ford Motor Company Fund, Dearborn Evelyn Machtel, Vice President jack Wolfram Foundation, Lansing Robert B. Miller, President Albert L. and Louise B. Miller Foundation, Battle Creek john W. Paynter, Executive Director McGregor Fund, Detroit Carl F. Reitz, Secretary Besser Foundation, Alpena Margaret Ann Riecker, Trustee Herbert H. and Grace A. Dow Foundation, Midland SNOI~VUNfiO..!I NVDIHniW ..!IO '1InNnon Robert Risselade, Vice President Old Kent Bank and Trust Company, Grand Rapids E. Harwood Rydholm, President Chrysler Fund, Detroit Leonard L. White, Vice President W. K. Kellogg Foundation, Battle Creek William 5. White, President Charles Setwart Mott Foundation, Fl int Sally j . Yerex, Trust Officer National Bank of Detroit OFF ICERS William 5. Wh ite, Chai rman Margaret Ann Riecker, Vice Chairman Dorothy A. johnson, Secretary Robert Risselade, Treasurer l.» ·t. l �BOARD OF TRUSTEES 1978-79 William W. Allen, Vice President and Secretary Elsa U. Pardee Foundation, Midland Fred W. Corwin, Executive Secretary jackson Foundation, jackson Nathan Barry Driggers, President Harder Foundation, Detroit Herman F. Gertz, President Herman and Irene Gertz Foundation, Monroe Chester A. Hall, Execu.tive Director Grand Rapids Foundation Thomas W. Herbert, Treasurer The Kresge Foundation, Troy Willard j. Hertz, Assistant Secretary The Ford Foundation, New York Gilbert Hudson, Vice President and Executive Director Webber Foundations, Detroit Keith D. jensen, President The jensen Foundation, Ann Arbor Howard D. Kalleward, Executive Secretary Kalamazoo Foundation Ray C Kooi, Director Ford Motor Company Fund, Dearborn Evelyn Machtel, Vice President jack Wolfram Foundation, Lansing Robert B. Miller, President Albert L. and Louise B. Miller Foundation, Battle Creek john W. Paynter, Executive Director McGregor Fund, Detroit Carl F. Reitz, Secretary Besser Foundation, Alpena S.JoljDWJUDJ5 UD5f1j:JfW jO UOfJDf:JOSSD UD Margaret Ann Riecker, Trustee Herbert H. and Grace A. Dow Foundation, Midland SNOI~VUNfiO..!I NVDIHniW ..!IO '1InNnon Robert Risselade, Vice President Old Kent Bank and Trust Company, Grand Rapids E. Harwood Rydholm, President Chrysler Fund, Detroit Leonard L. White, Vice President W. K. Kellogg Foundation, Battle Creek William 5. White, President Charles Setwart Mott Foundation, Fl int Sally j . Yerex, Trust Officer National Bank of Detroit OFF ICERS William 5. Wh ite, Chai rman Margaret Ann Riecker, Vice Chairman Dorothy A. johnson, Secretary Robert Risselade, Treasurer l.» ·t. l �COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 616/842-7080 The Council of Michigan Foundations exists to serve its members. CMF is an association of Michigan grantmakers: private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs. CMF is a non-profit membership organization which provides a wide range of services and activities for its members. Founded in 1972 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education, communication and information, CM F seeks to encourage and furnish the means for such exchanges. Membership in the Council currently stands at 103 organizations - including 81 private foundations, 13 community foundations, 5 banks serving foundations, and 4 corporate giving offices. Nearly one half of CMF's private foundation members have assets of less than $1 million, and one-third of the membership retain assets of less th an $400,000. CMF's membership accounts for approximately 90% of all foundation assets in the state. PURPOSES - To provide the means for regular exchange of ideas, experiences and knowledge between grantmakers. - To increase the efficiency and effectiveness of Michigan foundations. - To disseminate information about Michigan foundations to the public in order to inform the public of the important and unique contributions of Michigan foundations to society . - To help represent Michigan foundation interests and concerns with local, state and national government officials. �SERVICES 1. CM F helps represent Members' interests and concerns with congressional and regulatory government officials. In the fall of 1977 the CM F Board of Trustees elected to lobby as a public charity under provision of the Tax Reform Act of 1976. 2. CMF informs Members of tax and legal matters and federal and state legislative developments. 3. CMF provides an Annual Conference for foundation trustees, officers and staff, bank trust officers and corporate giving officers to exchange ideas on issues facing the philanthropic community. 4. CMF publishes - Michigan Foundation Directory - a basic resource of facts about Michigan foundations, useful to grantors, grantees and the interested public. The Michigan Scene - a periodic tabloid addressed to the special issues and concerns of Michigan grantmakers. Why and How Kit - an aid to publishing an annual report, to preparing a news release, to reporting grants. 5. CMF seeks solutions to Members' questions and problems by mail or phone. (616/842-7080) 6. CMF coordinates special purpose workshops and seminars (e.g. Public Information; Community Foundations) for the exchange of information among its Members. 7. CMF sponsors Grantsmanship Semin ars to instruct grant seekers about foundations and to present information on the writing of proposals. 8. CMF develops and distributes information to improve the public understanding of philanthropic activity in Michigan. 9. CMF consults with Members on the preparation of annual reports and news releases. 10. CMF offers a mailing label service whereby member foundations may obtain gummed labels for use in distributing annual reports or other special mailings to foundation people, legislators and other interested groups. �MEMBERSHIP IN FORMATION All Michigan private and community grantmaking foundations, banks serving foundations and charitable trusts, and corporations with giving programs are eligible to join CMF. CMF is tax-exempt under Section 501 (c)(3), and is not a private foundation under Section 509(a)(1) of the Internal Revenue Code. Members are asked to support the administrative and program expenses of CMF with annual contributions. Levels of support are: Foundations With Market-Value Assets of Under $ 1 5 10 25 100 Over $ 1 million 5 million 10 million 25 million 100 million 300 million 300 million Banks serving Foundations and Charitable Trusts Corporate Giving Offices Membership Contribution $ 125 300 450 700 1,150 2,000 3,000 125 125 A Cooperating Association with the Council on Foundations, Inc. �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Alpena Alpena Area Community Foundation Besser Foundation Jesse Besser Fund, Inc. Ann Arbor Ann Arbor Foundation Earhart Foundation The J. F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Foundation Power Foundation Harry A. and Margaret D. Towsley Foundation Bay City Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek George Allan Charitable Foundation The Greater Battle Creek Foundation W. K. Kellogg Foundation Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Fund Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area Carman Adams Foundation Harry E. Bagley Foundation BASF Wyandotte Corporation Chrysler Corporation Fund Detroit Bank and Trust Company Detroit Neurosurgical Foundation Earl- Beth Foundation Glenn D. Curtis Edmore Foundation H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-lnsley Foundation =or 1otor Company Fund Fruehauf Foundation General Motors Corporation Foundation Harder Foundation J. L. Hudson Company Hudson-Webber Foundation The Kresge Foundation Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund National Bank of Detroit Charitable Fund Ross Roy, Inc. The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward and Hazel Stephenson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise Jenks Webber Charitable Fund, Inc. Flint The Flint Public Trust Mallery Charitable Trust Charles Stewart Mott Foundation James A. Welch Foundation Frankenmuth William Jr. and Dorothy Zehnder Foundation �Ford Motor Company Fund Fruehauf Foundation General Motors Corporation Foundation Harder Foundation J. L. Hudson Company Hudson-Webber Foundation The Kresge Foundation Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund National Bank of Detroit Charitable Fund Ross Roy, Inc. The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward and Hazel Stephenson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise Jenks Webber Charitable Fund, Inc. Flint The Flint Public Trust Mallery Charitable Trust Charles Stewart Mott Foundation James A. Welch Foundation Frankenmuth William Jr. and Dorothy Zehnder Foundation Fremont The Fremont Area Foundation Grand Haven Grand Haven Area Community Foundation, Inc. JSJ Foundation Loutit Foundation Grand Rapids Baldwin Foundation Darling Family Charitable Foundation Dyer· lves Foundation Grand Rapids Foundation Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation The Wege Foundation Hartland Heartland Foundation Holland Holland Community Foundation �MEMBERS (Continued) Jackson Aeroquip Foundation Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Kalamazoo Dorothy U. Dalton Foundation John Fetzer Foundation Kalamazoo Foundation McCoii-Batts Foundation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W. E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Frank S. and Mollie S. VanDervoort Memorial Foundation Jack Wolfram Foundation Midland Chemical Bank and Trust Company Herbert and Junia Doan Foundation Herbert H. and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation C. S. and Marion F. Mcintyre Foundation B. D. and Jane E. Mcintyre Foundation W. D. and Prudence Mcintyre Foundation Monroe Auto Equipment Company Foundation Muskegon Muskegon County Community Foundation, Inc. Owosso Alvin M. Bentley Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Traverse Area Foundation, Inc. New York, New York The Ford Foundation CI AL STAT EM ENT arch 31, 1978 · 1,19 77- Contributors Interest Conference Registrations Total Disbursements Staff Salaries Occupancy Cost Insurance Office Supplies Rental Office Equipment Telephone Postage and Mailing Publications Trustee and Committee Meeting Expense Meeting and Travel Furniture and Equipment Miscellaneous Conferences and Seminars $31,402.50 470.17 12,221.10 $44,093.77 $17,938.18 900.00 134.00 1,368.43 986.23 1,575.18 1,872.28 3,532.27 428.57 1,180.72 664.20 151.48 11,894.68 �New York, ew York The Ford Foundation FINANCIAL STATEMENT April 1, 1977 - March 31, 1978 Receipts Contributors Interest Conference Registrations Total $31,402.50 470.17 12,221.10 $44,093.71 $17,938.18 Disbursements 900.00 Staff Salaries 134.00 Occupancy Cost 1,368.43 Insurance 986.23 Office Supplies Rental Office Equipment 1,575.18 1,872.28 Telephone 3,532.27 Postage and Mailing 428.57 Publications Trustee and Committee Meeting Expense 1,180.72 664.20 Meeting and Travel Furniture and Equipment 151.48 11,894.68 Miscellaneous Conferences and Seminars $42,686.22 Total $1,407 .55 Excess of Receipts Over Disbursements SURVEY AND DIRECTORY Balance on Hand 3/31/71 Receipts Total $1,778.09 1,074.50 $2,852.59 5,229.32 Disbursements 2,500.00 Funds Advanced from Operating Budget $ 123.27 Balance on Hand 3/31/78 STATEMENT OF NET WORTH March 31, 1978 $ 6,501.16 Balance on Hand 3/31 f77 1977 -78 Gain Less: Funds Advanced to Survey & Directory Balance on Hand 3/31/78 1,407.55 2,500.00 $ 5,408.71 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1977_AR_1977-1978 Title A name given to the resource Council of Michigan Foundations Annual Report 1977-1978 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1977-1978. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49435 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1977/1978 https://digitalcollections.library.gvsu.edu/files/original/f9d41fc39948ddf19680aa8b93340668.pdf 906675daba84811110980ca9ff347bdd PDF Text Text on association of Michigan ·grantmokers PURPOSES - --- - - - - ----- ------- - - - - SERVICES MEMBERSHIP INFORMATION MEMBERS - - ~ -- -- FINANCIAL STATEMENT - " ---- . - ~ - -- --- �COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 616/842-7080 The Council of Michigan Foundations (CMF) is an association of Michigan grantmakers: private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs . A nonprofit membership organization offering a wide range of services and programs for its members , CMF began in 1972 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education , communication and information. CMF seeks to encourage and furnish the means for such exchange. Membership in the Council currently stands at 127 organizations - including 96 private foundations, 15 community foundations, 12 banks serving foundations, and 4 corporate giving offices . CMF' s membership accounts for approximately 90 percent of all foundation assets in the state. Forty percent of the foundation members have assets of less than $1 million. Last year CMF Michigan members made grants exceeding $160 million towards the support of education , the arts, health care, social services, the environment and community affairs. Including the Ford Foundation, a CMF member, 1979 Member grants totalled more than $300 million. PURPOSES To provide the means for regular exchange of ideas, experiences , information, and expertise among Michigan grantmakers. To increase the efficiency and effectiveness of Michigan's philanthropic network. To inform the public of the important and irreplaceable contributions of Michigan foundations and grantmaking institutions to the state and to the larger society. To represent Michigan grantmakers' interests and concerns with the officials of local, state, and national government. PURPOSES - - - - - - -- - --- - SERVICES MEMBERS - - -- -- - - �SERVICES 1. LEGISLATIVE MONITORING. CMF tracks developments in philanthropy in both Congress and the Michigan Legislature . CMF helps represent members' interests with these bodies, communicating to government representatives the important functions and pressing concerns of Michigan foundations . 2. REPORTING GOVERNMENT RULINGS. CMF reports the latest IRS regulations, Treasury rulings, and other government actions affecting foundations . 3. SPONSORING CONFERENCES. CMF holds an annual conference during which foundation trustees, officers and staff, bank trust officers, and corporate giving officers exchange ideas on issues facing the funding community. 4. PUBLISHING. CMF keeps members and the public informed of developments and issues in private philanthropy . Publications include : Michigan Foundation Directory, Edition Ill - A factfilled bi-annual sourcebook about Michigan foundations for grantors, grantees, and the interested public . The Michigan Scene - A periodic newspaper updating events and issues of concern to Michigan grantmakers . Survey of Michigan Foundation -Analysis of grantmaking patterns . Philanthropy Foundations & Issues of the '80's - Commissioned study prepared by Yankelovich, Skelly and White, Inc., compares CMF me_mbers' perspectives on problems facing the country and the priorities of their organizations with the public's needs and expectations . Memo to Members Indemnification and Liability Insurance Arrangements of Foundations Why and How- A kit that gives the basics of writing annual reports, press releases, and Foundation Center grant reports . The Proposal Process - General guidelines for developing and writing foundation grant proposals. 5. COORDINATING WORKSHOPS. From time to time, CMF offers special purpose workshops and seminars on public information, community foundations , investments and other important topics. 6. REACHING THE PUBLIC. CMF strives to make foundations better understood by the public through the media and other forums. 7. PREPARING REPORTS AND NEWS RELEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators, and other interested groups , members are offered pre-printed sets of mailing labels. 8. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. 9. REFERRING PROFESSIONALS. CMF refers members to researc hers, consultants, writers, and other qualified professionals. SWERING QUESTIONS. CMF seeks solutions to ,__._..... a rob ems b mail or phone. �organizations with the public' s needs and expectations. Memo to Members Indemnification and Liability Insurance Arrangements of Foundations WhY and How- A kit that gives the basics of writing annual reports, press releases , and Foundation Center grant reports. The Proposal Process - General guidelines tor developing and writing foundation grant proposals . 5. COORDINATING WORKSHOPS. From time to time, CMF otters special purpose workshops and seminars on public information, community foundations, investments and other important topics . 6. REACHING THE PUBliC. CMF strives to make foundations better understood by the public through the media and other forums . 7 . PREPARING REPORTS AND NEWS RElEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators, and other interested groups, members are offered pre-printed sets of mailing labels . 8. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. 9 . REFERRING PROFESSIONALS. CMF refers members to researchers, consultants, writers, and other qualified professionals . 10. ANSWERING QUESTIONS. CMF seeks solutions to Members' questions and problems by mail or phone. SERVICES �MEMBERSHIP INFORMATION All Michigan private and community grantmaking foundations, banks serving foundations and charitable trusts , and corporations with giving programs are eligible to join CMF . CMF is tax-exempt under Section 501(c)(3), and is not a private foundation under Section 509(a)(1) of the Internal Revenue Code . To support CMF's administrative and program expenses, members contribute annually on a scale based on their asset value, as shown below : Foundations With Market Value Assets of Under $ 1 5 10 25 100 Over $ Membership Contribution 1 million* 5 million 10 million 25 million 100 million 300 million 300 million $ 150 360 540 840 1,330 2,400 3,600 Banks serving Foundations and Charitab le Trusts Corporate C iving Offices 150 150 *Foundations with assets under $1 million joining CMF for the first time are requested to contribute $125 . Thereafter the suggested contribution will be $150 . A Cooperating Association with the Council o n Foundations, Inc. ---- ~~~-------------- COUNCIL OF MICHIGAN FOUNDATIONS M EMBERS Al pe na A lpena Area Community Foundation Besser Foundation jesse Besser Fund, Inc. Ann Arbor Ann Arbor Foundation Earhart Foundation The j . F. Ervin Foundation The jensen Foundation Elizabeth E. Kennedy Foundation Power Foundation Harry A . and Margaret D . Towsley Foundation Bay City Kantzler Foundation Oscar P and Louise H . Osthelder Charitable Foundation Battle Creek George Allan Charitable Foundation The Greater Battle Creek Foundation W . K. Kellogg Foundation Kellogg Twenty-Five Year Employees Fund Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Foundation Caro C aude D . and Etta H . Andrews Foundation �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Alpena Alpena Area Community Foundation Besser Foundation )esse Besser Fund, Inc. Ann Arbor Ann Arbor Foundation Earhart Foundation The). F. Ervin Foundation The jensen Foundation Elizabeth E. Kennedy Foundation Power Foundation Harry A. and Margaret D . Towsley Foundation Bay City Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek George Allan Charitable Foundation The Greater Battle Creek Foundation W. K. Kellogg Foundation Kellogg Twenty-Five Year Employees Fund Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area Carman Adams Foundation American National Resources System Charles M. Bauervic Foundation, Inc. Burroughs Corporation Chrysler Corporation Fund Detroit Bank and Trust Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Foundation H. T. Ewald Foundation · MEMBERSHIP INFORMATION MEMBERS �MEMBERS (Continued) Detroit Metropolitan Area (Continued) Federal-Mogul Corporation Charitab le Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-lnsley Foundation Edsel and Eleanor Ford House Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Corporation Foundation Harder Foundation D. S. Harder Testamentary Trust - A D. S. Harder Testamentary Trust - C James and Lynelle Holden Fund ]. L. Hudson Company Hudson-Webber Foundation The Kresge Foundation Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund National Bank of Detroit The Skillman Foundation George M . and Mabel H. Slocum Foundation Edward and Hazel Stephenson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise jenks Webber Charitable Fund, Inc . Matilda R. Wilson Fund Flint Viola E. Bray Charitable Trust Citizen's Commercial & Savings Bank DeWaters Charitable Trust The Flint Public Trust Charles Stewart Hardi ng Foundation Mallery Charitable Trust Charles Stewart Mott Foundation Ruth Mott Fund James A. Welch Foundation Frankenmuth Frankenmuth Bank & Trust Co . Fremont The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Community Foundation MEMBERS (Continued) Grand H aven Grand Haven Area Community Foundation, Inc. ]SJ Foundation Loutit Foundation Grand Rapids Baldwin Foundation Max D . & Constance M. Boersma Char itable Trust Richard and Helen DeVos Foundation Dyer-lves Foundation Grand Rapids Founda tion David M . and joyce C. Hecht Foundation Robert L. & Judith S. Hooker Charitable Trust The Lexo Charitable Trust Michigan Nation al Bank Old Kent Bank and Trust Compa ny Rapids-Standard Foundation Steel case Foundation Uni on Bank & Trust Co mp any The Wege Foundation Hartland Heartland Foundation Holland Holland Community Foundation jackson Aeroquip Foundation a . Foundation �MEMBERS (Continued) Grand Haven Grand Haven Area Community Foundation, Inc. lSI Foundation Loutit Foundation Grand Rapids Baldwin Foundation Max D . & Constance M . Boersma Charitable Tru st Richard and Helen DeVos Foundation Dyer-lves Foundation Grand Rapids Foundation David M and Joyce C. Hecht Foundation Robert L. & Judith S. Hooker Charitable Trust The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation Union Bank & Trust Company The Wege Foundation Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Samuel Higby Camp Foundation Hurst Foundation I ackson Foundation Kalamazoo American National Bank & Trust Co. Dorothy U . Dalton Foundation Kalamazoo Foundation McCoii -Batts Foundation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W . E Upjohn Institute for Employment Research Vicksburg Foundation lansing Frank S. and Mollie S VanDervoort Memorial Foundation Jack Wolfram Foundation MEMBERS �MEMBERS (Continued) Litchfield Simpson Industries Fund Midland Allen Foundation Inc. Chemical Bank and Trust Co mpany Herbert H . and Grace A . Dow Foundation Rollin M . Gerstacker Found ation The Midland Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation C S. and Marion F. Mcintyre Foundation B. D. and Jane E. Mcintyre Foundation W. D. and Prudence Mcintyre Foundation Monroe Auto Equipment Company Foundation Monroe County Community Foundation Muskegon Muskegon County Community Foundation, Inc . National Lumberman's Bank & Tru st Co. Owosso Alvin M. Bentley Foundation Saginaw Morley Brothers Foundation Second National Bank of Sagin aw Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Traverse City Area Foundation, Inc. New York, New York The Ford Foundation FI NANCIAL STATEMENTS Ap ril 1,1979- March 31 , 1980 General Fund Cash Balance - April1 , 1979 s Receipts Contributors Interest and O t hers Conference Registrations 54 / &45 .00 2 243 .93 13.737.00 9 Tot al Receipts $63,625.93 TOTAL AVA ILABLE $72,685. 70 Disbursements Staff Salaries Occupancy Insurance Off ice Supplies $34,401 .96 960.00 209.00 1,660.52 1.578_48 �I fiNANCIAl STATEMENTS Apri\1, 1979 -March 31,1980 General Fund $ 9,059.77 Cash Balance - April1 , 1979 Receipts Contributors Interest and Others Conference Registrations Total Receipts $47,645.00 2,243.93 13,737.00 $63,625 .93 $72,685 .70 TOTAL AVAILABLE Disbursements Staff Salaries Occupancy Insurance Office Supplies Rental Office Equipment Tele phone Postage & Mailing Publi cations Meeting Furniture & Equipment Miscellaneous Conference & Seminars Advance to Survey & Directory Fund Total Disbursements $34,401 .96 960 .00 209.00 1 ,660.52 1,578.48 2,020 .54 1,902.55 3,089.04 2,933 .92 339.35 1,358.72 13,252 86 2,500.00 $66,206.74 $ 6,478.96 Cash Balance - March 31, 1980 Survey and Directory Fund $ 1 ,568.68 Cash Balance - April1, 1979 Receipts Sales Advance from General Fund Total Receipts 1,568.57 2,500.00 $ 4,068 .57 $ 5,637 .25 TOTAL AVAILABLE !_5,11814 Disbursements $ Cash Balance - March 31, 1980 519 .11 �BOARD OF TRUSTEES 1980-81 William W. Allen, Vice President and Secretary Elsa U. Pardee Foundation, Midland Nathan Barry Driggers, President Harder Foundation, Detroit Herman F. Gertz, President Herman and Irene Gertz Foundation, Monroe George W. Hansen, Executive Director Muskegon County Community Foundation, Muskegon Thomas W. Herbert, Treasurer The Kresge Foundation, Troy Willard}. Hertz, Ass istant Sec retary The Ford Foundation, New York Judith S. Hooker, Program Director Dyer-lves Foundation, Grand Rapids Gilbert Hudson, President Webber Foundation, Detroit Keith D. jensen, President The Jensen Foundation, Ann Arbor Ted L. johnson, President Fremont Area Foundation Howard D. Kalleward, Executive Secretary Kalamazoo Foundation Evelyn Machtel, Vice President Jack Wolfram Foundation, Lansing Robert}. McCabe, Ass istant Treasurer General Motors Fou ndation, Detroit Robert B. Miller, President Albert L. and Louise B. Miller Foundation, Battle Creek Carl F. Reitz, Secretary Besser Foundation, Alpena Margaret Ann Riecker, Trustee Herbert H. and Grace A. Dow Foundation, Midland Robert A. Risselade, Executive Vice President National Lumberman's Bank & Trust Co., Muskegon Peter M. Wege, President The Wege Foundation, Grand Rapids Leonard L. White, Vice President W . K. Kellogg Foundation, Battle Creek William S. White, President Charles Stewart Mott Foundation, Flint Sally }. Yerex, Trus t Officer National Bank of Detroit OFFICERS William S. White, Chairman Margaret Ann Riecker, Vice Chairman Dorothy A. johnson, Secretary Thomas W. Herbert, Treasurer STAFF Dorothy A. johnson, Executive Director Sandra G. Hussey, Office Manager � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1980_AR_1980-1981 Title A name given to the resource Council of Michigan Foundations Annual Report 1980-1981 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1980-1981. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49484 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1980/1981 https://digitalcollections.library.gvsu.edu/files/original/47c7f621f6ff7f9799b9dec0bc850612.pdf 2c2402e16ee9519f569587f06cfa4d5b PDF Text Text COUNCIL OF MICHIGAN FOUNDATIONS AN ASSOCIATION OF MICHIGAN GRANTMAKERS 1981 -1982 PURPOSES SERVICES MEMBERSHIP INFORMATION MEMBERS FINANCIAL STATEMENT �CMEP COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven , Michigan 49417 616 / 842-7080 The Council of Michigan Foundations (CMF) is an association of Michigan grantmakers: private and community foundations. banks serving fo undations and charitable trusts , and corporations with giving programs. A non -profit membership orga nization offe ring a wide range of services and progra ms for its me mbers. CMF began in 1973 on the premise that philan thropy is more effective when grantmakers have the opportunity for continuing education , communication and information . CMF seeks to encourage and furnish the means for such exchange . Membership in the Council currently stands at 137 organizations - including 98 private foundations , 18 community foundations , 14 banks serving foundations, and 7 corporate giving offices. CMF's membership accounts for approximately 90 percent of all foundation assets in the state. Last year CMF Michigan members made grants exceeding $160 million towards the support of education , the arts , health care , social services, the environment and community affairs . Including the Ford Foundation , a CMF member , 1979 Member grants totalled more than $300 million . PURPOSES To provide the means for regular exchange of ideas, experiences, information, and expertise among Michigan grantmakers. To increase the efficiency and effectiveness of Michigan 's philanthropic network . To inform the public of the important and irreplaceable contributions of Michigan foundations and grantmaking institutions to the state and to the larger society. To represent Michigan grantmakers' interests and concerns with the officials of local, state , and national government. PURPOSES �SERVICES 1. LEGISLATIVE MONITORING . CMF tracks developments in philanthropy in both Congress and the Michigan Legislature . CMF helps represent members' interests with these bodies , communicating to government representatives the important functions and pressing concerns of Michigan foundations . 2. REPORTING GOVERNMENT RULINGS . CMF re ports the latest IRS regulations , Treasury rulings , and other government actions affecting foundations . 3 . PROVIDING TECHNICAL ASSISTANCE. CMF re sponds to members' requests for "how to" information on management procedures , grantmaking systems and other process questions . 4. SPONSORING CONFERENCES. CMF holds an annual conference during which foundation trustees , officers and staff , bank trust officers , and corporate giving officers exchange ideas on issues facing the funding community . 5. PUBLISHING . CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include : Michigan Foundation Directory , Edition III - A fact-filled bi-annual sourcebook about Michigan foundations for grantors , grantees , and the interested public . The Michigan Scene - A periodic newspaper updating events and issues of concern to Michigan grantmakers . S urvey of Michigan Foundation Philanthropy - Analysis of grantmaking patterns. Foundations & Issues of the 'SO's - Commissioned study prepared by Yankelovich, Skelly and White, Inc ., com- pares CMF members' perspectives on problems facing the country and the priorities of their organizations with the public's needs and expectations . Ten minute Slide/Tape presentation on results of study available for use by members. Memo to Members Indemnification and Liability Insurance Arrangements of Foundations Why and How - A kit that gives the basics of writing annual reports , press releases, and Foundation Center grant reports . The Proposal Process - General guidelines for developing and writing foundation grant proposals . 6 . COORDINATING WORKSHOPS . From time to time , CMF offers special purpose workshops and seminars on public information, community foundations, investments and other important topics . 7. REACHING THE PUBLIC. CMF strives to make foundations better understood by the public through the media and other forums . 8. PREPARING REPORTS AND NEWS RELEASES . CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people , legislators , and other interested groups , members are offered pre-printed sets of mailing labels. 9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state . Here grantseekers learn the basics about foundations and the art of proposal writing . 10. REFERRING PROFESSIONALS . CMF refers members to researchers, consultants, writers, and other qualified professionals . �MEMBERS HIP INFORMATION All Michigan private and community grantmaking foundations, banks serving foundations and charitable trusts, and corporations with giving programs are eligible to join CMF. CMF is tax-exempt under Section 501 (c) (3), and is not a private foundation under Section 509 (a) (1) of the Internal Revenue Code. To support CMF's administrative and program expenses , members contribute annually on a scale based on their asset value , as shown below: Foundations with Market-Value Assets of Under $200,000 $200,000 1 million 5 million 10 million 25 million 100 million Over Membership Contribution $ 1 million* 5 million $ 10 million 25 million 100 million 300 million 300 million 50 150 360 540 840 1,330 2,400 3 ,600 Banks serving Foundations and Charitable Trusts Corporate Giving Offices 150 150 *Foundations with assets between $200 ,000 and $1 million joining CMF for the first time are requested to contribute $125. Thereafter the suggested contribution will -be $150. A Cooperating Association with the Council on Foundations, Inc. COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Albion Albion Civic Foundation Alpena Besser Foundation Jesse Besser Fund, Inc. Northeast Michigan Community Foundation Ann Arbor Ann Arbor Founpation Earhart Foundation The J. F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Foundation Power Foundation Harry A. and Margaret D. Towsley Foundation Bay City Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Cre ek The Greater Battle Creek Foundation W. K. Kellogg Foundation Kellogg Twenty-Five Year Employees Fund Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Me tropo litan Area American Natural Resources S ystem - F - �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Albion Albion Civic Foundation Alpena Besser Foundation Jesse Besser Fund, Inc. Northeast Michigan Community Foundation Ann Arbor Ann Arbor Founpation Earhart Foundation The J. F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Foundation Power Foundation Harry A. and Margaret D. Towsley Foundatio n Bay City Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek The Greater Battle Creek Foundation W. K. Kellogg Foundation Kellogg Twenty-Five Year Employees Fund Kendall Foundation Albert L. and Louise B. Miller Foundation McCurdy Memorial Scholarship Foundation Winship Memorial Scholarship Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area American Natural Resources System Charles M. Bauervic Foundation, Inc. Burroughs Corporation Chrysler Corporation Fund Detroit Bank and Trust Company Detroit Neurosurgical Foundation Earl -Beth Foundation Glenn D. Curtis Edmore Foundation H . T. Ewald Foundation Federal -Mogul Corporation Charitable Trust Federal Screw Works Foundation , Inc. MEMBERSHIP INFORMATION MEMBERS FINANCIAL STATEMENT l �MEMBERS (Continued) Detroit Metropolitan Area (Continued) George R . and Elise M. Fink Foundation Fisher-Insley Foundation Edsel and Eleanor Ford House Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. Harder Foundation D. S. Harder Testamentary Trust - C James and Lynelle Holden Fund J. L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund Michigan Bell Telephone Company Louise Tuller Miller Trust National Bank of Detroit Ross Roy, Inc. The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward and Hazel Stephenson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise Jenks Webber Charitable Fund , Inc. Matilda R. Wilson Fund Flint Viola E. Bray Charitable Trust Citizen's Commercial & Savings Bank DeWaters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank & Trust Co. Charles Stewart Harding Foundation Mallery Charitable Trust Charles Stewart Matt Foundation Ruth Matt Fund James A. Welch Foundation Frankenmuth Frankenmuth Bank & Trust Co . MEMBERS (Continued ) Fremont The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Community Foundation Grand Haven Grand Haven Area Community Foundation , Inc. JSJ Foundation Loutit Foundation Grand Rapids Baldwin Foundation Max D. & Constance M. Boersma Charitable Trust Richard a nd Hele n DeVos Foundation Dyer-1\·es Founda ·on Grand Rapids Founda :1on David M. a nd Jo_:ce F Hech; Fou:1ea::1on Robert L. and Judith _ Hoo:..er Chawa le T r..:s: The Keeler Fund The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation Union Bank & Trust Company The Wege Foundation Hartland Heartland Foundation �MEMBERS (Continued) Fremont The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Community Foundation Grand Haven Grand Haven Area Community Foundation , Inc. JSJ Foundation Loutit Foundation Grand Rapids Baldwin Foundation Max D. & Constance M. Boersma Charitable Trust Richard and Helen DeVos Foundation Dyer-lves Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S . Hooker Charitable Trust The Keeler Fund The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation Union Bank & Trust Company The Wege Foundation Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Consumers Power Company Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Kalamazoo American National Bank & Trust Co . Dorothy U. Dalton Foundation Kalamazoo Foundation McColl-Batts Foundation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing FrankS. and Mollie S . VanDervoort Memorial Foundation Jack Wolfram Foundation MEMBERS FINANCIAL STATEMENT cl �MEMBERS (Continued) Litchfield Simpson Industries Fund Midland Allen Foundation Inc. Chemical Bank and Trust Company Herbert H. and Grace A. Dow Foundation First Bank of Midland Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation C. S. and Marion F. Mcintyre Foundation B. D. and Jane E. Mcintyre Foundation W. D. and Prudence Mcintyre Foundation Monroe Auto Equipment Company Foundation Monroe County Community Foundation Muskegon Muskegon County Community Foundation , Inc. Lumberman's Bank & Trust Co. Owosso Alvin M. Bentley Foundation Saginaw Morley Brothers Foundation Second National Bank of Saginaw Shiawassee Shiawassee Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation , Inc . Traverse City Traverse City Area Foundation , Inc. New York, New York The Ford Foundation COUNCIL OF MICHIGAN FOUNDATIONS TREASURERS REPORT - GENERAL FUND Twelve Months Ending March 31, 1981 Cash Receipts, Disbursements & Cash Balance Cash Balance, March 3 1, 1980 Receipts Member Contributions New Member Contributions Additional Member Contributions Interest Excess Conference Revenue Mailing Label Service Special Purpose Grants COF Reimburseable Expenses Survey and Directory Repayment Other Total Cash Received Total Available Ia h i!i $ 6 ,478.96 50 ,885. 00 1,945.00 530.00 1.437.76 2 .586.67 393. 10. 558.00 1.405.22 2.500.00 323 .90 72 ,564.95 79 ,043.91 �COUNCIL OF MICHIGAN FOUNDATIONS TREASURERS REPORT - GENERAL FUND Twelve Months Ending March 31, 1981 Cash Receipts , Disbursements & Cash Balance Cash Balance , March 31 , 1980 Receipts Member Contributions New Member Contributions Additional Member Contributions Interest Excess Conference Revenue Mailing Label Service Special Purpose Grants COF Reimburseable Expenses Survey and Directory Repayment Other Total Cash Received Total Available Cash Disbursements Salaries and Related Taxes Rent - Office Telephone Rent - Equipment Mailing and Postage Stationery and Supplies Publication Expenses Meeting and Travel Insurance Furniture and Equipment Computer and Mailing List Miscellaneous Trustees and Committee Mtgs . Contracted Clerical Expense COF Reimburseable Expenses Special Purpose Grants Total Disbursements Cash Balance , March 31, 1981 Cash Balance Composed of: Cash on Hand Cash in Checking Account Cash in Savings Account TOTAL $ 6.47 .96 50. - .00 1.945.00 530.00 1.437 .76 2.586 .67 393.40 10. 558.00 1.405.22 2.500.00 323.90 72 ,564 .95 79,043 .91 38,927.65 960.00 2,621.47 1,169.91 2 ,067 .95 1,703 .20 4 ,386.17 2 ,836.02 268 .00 95.36 859.98 384.95 571.17 259.00 1,180 .62 10,532.29 68,823.74 $10 ,220.17 $ 17 .50 295.89 9 ,906 .78 $10 ,220.17 FINANCIAL STATEMENT j �BOARD OF TRUSTEES 1981 -82 William W. Allen, Vice President and Secretary Elsa U. Pardee Foundation , Midland Leo J. Brennan , Jr. , Executive Director Ford Motor Company Fund , Dearborn Nathan Barry Driggers, President Harder Foundation , Detroit Herman F. Gertz, President Herman and Irene Gertz Foundation, Monroe Thomas W. Herbert , Treasurer The Kresge Foundation , Troy Willard J. Hertz , Deputy Secretary The Ford Foundation , New York Judith S Hooker , Program Director Dyer-lves Foundation , Grand Rapids Gilbert Hudson , President Webber Foundations , Detroit Keith D. Jensen, President The Jensen Foundation , Ann Arbor Ted L. Johnson, President Fremont Area Foundation Howard D. Kalleward, Executive Secretary Kalamazoo Foundation Evelyn Machtel, Vice President Jack Wolfram Foundation , Lansing Robert J . McCabe. Assistant Treasurer General Motors Foundation , Detroit Robert B. Miller. President Albert L. and Louise B. Miller Foundation , Battle Creek Carl F. Reitz, Secretary Besser Foundation, Alpena James M. Richmond . Assistant to President W.K. Kellogg Foundation, Battle-Cr~ ek Margaret Ann Riecker. Trustee Herbert H. and Grace A. Dow Foundation , Midland Cleveland Thurber , Jr., Senior Vice President Detroit Bank & Trust Peter M. Wege , President The Wege Foundation , Grand Rapids William S. White , President Charles Stewart Molt Foundation , Flint Sally J. Yerex, Assistant Vice President National Bank of Detroit OFFICERS Margaret Ann Riecker. Chair Ted L. Johnson, Vice Chairman Dorothy A. Johnson. Secretary Thomas W. Herbert , Treasurer STAFF Dorothy A. Johnson, Executive Director Sandra G. Hussey, Office Manager � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1981_AR_1981-1982 Title A name given to the resource Council of Michigan Foundations Annual Report 1981-1982 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1981-1982. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49512 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1981/1982 https://digitalcollections.library.gvsu.edu/files/original/36a18dce7abd18b9208a282e0035bb5e.pdf 682b96d3fc1014217edbfc557747d578 PDF Text Text COUNCIL OF MICHIGAN FOUNDATIONS AN ASSOCIATION OF MICHIGAN GRANTMAKERS 1982-83 PURPOSES ' SERVICES MEMBERS �COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 6 16 I 842-7080 The Council of Michigan Foundations (CMF) is an association of Michigan grantmakers: private and community foundations, banks serving foundations and charitable trusts , and corporations with giving programs. A non-profit membership organization offering a wide range of services and programs for its members, CMF began in 1973 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education , communication and information. CMF seeks to encourage and furnish the means for such exchange. Membership in the Council currently stands at 150 organizations including 96 private foundations, 19 community foundations, 14 banks serving foundations , and 21 corporate foundations and corporate giving programs. CMF's membership accounts for approximately 90 percent of all foundation assets in the state. PURPOSES To provide the means for regular exchange of ideas , experiences , information , and expertise among Michigan grantmakers. To increase the efficiency and effectiveness of Michigan's philanthropic network . To inform the public of the important and irreplaceable contributions of Michigan foundations and grantmaking in stitutions to the state and to the larger society. To represent Michigan grantmakers' interests and concerns with the officials of local , state, and national government. PURPOSES �ACTIVITIES Our 1981-82 year has been exciting and packed with issues that affect grantmaking in Michigan . The federal cutbacks and the change in the payout rate for private foundations are only two examples of how dramatically our grantmaking environment can change in a relatively short time . During the year seventeen new CMF members from throughout the state joined with more than 130 other CMF grantmakers to take advantage of our new services and participate in regular activities . Our membership has doubled in the last five years . Such growth confirms our founding conviction that there are real benefits accruing from cooperating: problem solving , education, pooled information and legislative victories. Highlights of recent CMF activities include: ~ Ninth Annual CMF Conference "Building Community Relationships", where three hundred grantmakers met to discuss public policy , community and corporate grantmaking. ~ Change in the private foundation payout rate to a flat 5%. ~ Continued pursuit of legislative goals for private and community foundations. ~ Contacts with federal, state and local government legislators and representatives. ~ Local grantmaker meetings in Battle Creek, Kalamazoo, Grand Haven and Grand Rapids . ~ Investment seminar on ways to respond to payout reduc tion . ~ Foundation Visitation Programs, in which host grantmakers shared their ways of doing work at the W.K. Kellogg Foundation, C.S. Mott Foundation, Grand Rapids and Dyer-lves Foundations . ~ Four grantsmanship seminars in Muskegon and Oakland County . Detroit, Jackson, ~ More than a thousand CMF Member calls for assistance . ~ Training for new grantmaking staff. ~ Assistance in creating new community and private foundations . ~ Work with Council on Foundations , regional associations , Foundation Center and Michigan Foundation Center Regional Library Collections . We look forward to continuing and expanding on these efforts do,;og the com;og y~ ~ ~ Margaret A. Riecker Chair �SERVICES 1. LEGISLATIVE MONITORING . CMF tracks developments in philanthropy in both Congress and the Michigan Legislature. CMF helps represent members' interests with these bodies , communicating to government representatives the important functions and pressing concerns of Michigan foundations. 2. REPORTING GOVERNMENT RULINGS . CMF reports the latest IRS regulations , Treasury rulings , and other government actions affecting foundations. 3 . PROVIDING TECHNICAL ASSISTANCE . CMF re sponds to members' requests for "how to" information on management procedures , grantmaking systems and other pro· cess questions. 4. SPONSORING CONFERENCES. CMF holds an annual conference during which foundation trustees , officers and staff , bank trust officers , and corporate giving officers exchange ideas on issues facing the funding community . 5 . PUBLISHING . CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include: "Private Foundations : The Payout Requireme nt and Its Effect on Investment and Spending Policies" - A study conducted by the University of Michigan Graduate School of Business . Michigan Foundation Directory, Edition III - A factfilled bi-annual sourcebook about Michigan foundations for grantors, grantees , and the interested public. The Michigan Scene - A periodic newspaper updating events and issues of concern to Michigan grantmakers. Survey of Michigan Foundation Philanthropy Analysis of grantmaking patterns. Foundations & Issues of the '80's - Commissioned study prepared by Yankelovich, Skelly and White , Inc ., compares CMF members' perspectives on problems fac - ing the country and the priorities of their organizations with the public's needs and expectations. Ten minute Slide/ Tape presentation on results of study available for use by members. Memo to Members Indemnification and Liability Insurance Arrangements of Foundations Why and How - A kit that gives the basics of writing annual reports , press releases , and Foundation Center grant reports. The Proposal Process - General guidelines for developing and writing foundation grant proposals. 6 . COORDINATING WORKSHOPS . From time to time , CMF offers special purpose workshops and seminars on public information , community foundations , investments and other important topics. 7. REACHING THE PUBLIC . CMF strives to make foun dations better understood by the public through the media and other forums. Eleven minute slide / tape "People Helping People: The Foundation of Michigan's Foundations" is available to Members for briefing community groups about charitable grantmakers. 8. PREPARING REPORTS AND NEWS RELEASES . CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators, and other interested groups , members are offered pre-printed sets of mailing labels . 9 . TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state . Here grantseekers learn the basics about foundations and the art of proposal writing. 0 REFERRING PROFESSIONALS . CMF refers memtants. writers, a nd other qualified �y and How - A kit thilt qivP< th r """ics of writing dll I JUctl reports, press releases. and Foundation Center gra nt reports. Th e Proposal Process - General guidelines for developing and writing foundation grant proposals. 6 . COORDINATING WORKSHOPS . From ti me to time , CMF offers special p urpose workshops and seminars on pu blic information, community foundations, investme nts and oth er important topics . 7. REACHING THE PUBLIC. CMF strives to make foun da ti ons better understood by th e pu blic thro ugh the media and other forums . Eleven minute slide / tape "People Helping People: Th e Fo undation of Michigan 's Fo un da tions" is a vailable to Me mbers fo r briefing commu nity gro ups a bo ut charitable grantmakers. 8. PREPARING REPORTS AND NEWS RELEASES . CMF helps me mbers write a nd prod uce their own annual reports and press releases. To expedite distri bution of these materials to fo undation people, legisla tors, and other in terested ing labels.gro ups, me mbers are offered pre-printed sets of mail9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars through o ut th e state . Here grantseekers learn th e basics about foun da tio ns a nd th e art of proposal writing. 10. REFERRING PROFESSIONALS . CMF refers members to researchers, consultants, writers, and other qualified professionals . �MEMBERSHIP INFORMATION All Michigan private and community grantmaking founda tions, banks serving foundations and charitable trusts, and corporations with giving programs are eligible to join CMF. CMF is tax-exempt under Section 501 (c) (3) , and is not a private foundation under Section 509 (a) (1) of the Internal Revenue Code. To support CMF's administrative and program expenses, members contribute annually on a scale based on their asset value , as shown below: Foundations with Market-Value Assets of Under $200 ,000 $200 ,000 1 million 5 million 10 million 25 million 100 million Over Membership Contribution $ $ 1 5 10 25 100 300 300 million' million million million million million million Banks serving Foundations and Charitable Trusts Corporate Giving Offices 50 150 360 540 840 1,330 2,400 3 ,600 150 150 'Foundations with assets between $200 ,000 and $1 million joining CMF for the first time are requested to contribute $125. Thereafter the suggested contribution will be $150. A Cooperating Regional Association of Grantmakers with the Council on Foundations, Inc. MEMBERS �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Albion Albion Civic Foundation Alpe na Besser Foundation Jesse Besser Fund, Inc . Northeast Michigan Community Foundation Ann Arbor Ann Arbor Foundation Ann Arbor Trust Earhart Foundation The J . F . Ervin Foundation The Jensen Foundation Elizabeth E . Kennedy Foundation Power Foundation Harry A. and Margaret D . Towsley Foundation Bay City Kantzler Foundation Oscar P and Louise H . Osthelder Charitable Foundation Battle Creek The Greater Battle Creek Foundation Charles & Jessie Brackett Memorial Scholarship Fund W . K. Kellogg Foundation Kellogg Twenty-Five Year Employees Fund Kendall Foundation Albert L. and Louise B . Miller Foundation McCurdy Memorial Scholarship Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation Caro Claude D. and Etta H Andrews Foundation Detroit Metropolitan Are a American Natural Resources System Charles M. Bauervic Foundation. Inc . Chrysler Corporation Fund Detroit Bank and Trust Company Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Foundation H. T. Ewald Foundation Federal -Mogul Corporation Charitable Tru r Federal Sere"' Works Foundation Inc George R . a nd Elise M. Fink Founda wn Fisher-lnsley Foundation Ford Motor Compan: Fund Fruehauf Foundation General Motors Foundation Gordy Foundation . Inc. Harder Foundation D . S. Harder Testamentary Trust- C Herrick Foundation James and Lynelle Holden Fund J. L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation L"on Foundation. Inc. �MFMRFRS Conrinued D e troit Metropolitan Area American Natural Resources System Charles M. Bauervic Foundation. Inc. Chrysler Corporation Fund Detroit Bank and Trust Company Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Foundation H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation. Inc. Harder Foundation D. S. Harder Testamentary Trust- C Herrick Foundation James and Lynelle Holden Fund J. L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation. Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund Michigan Bell Telephon e Company Louise Tuller Miller Trust National Bank of Detroit Ross Roy. Inc. Sage Foundation The Skillman Foundation George M. and Mabel H . Slocum Foundation Edward and Hazel Stephenson Foundation Mary Thompson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise Jenks Webber Charitable Fund. Inc. Matilda R. Wilson Fund �MEMBERS Continued Flint Viola E. Bray Charitable Trust Citizen's Commercial & Savings Bank DeWaters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank & Trust Co. Charles Stewart Harding Foundation Mallery Charitable Trust Charles Stewart Molt Foundation Ruth Molt Fund James A. Welch Foundation Frankenmuth Frankenmuth Bank & Trust Co. Fremont The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Commun ity Foundation Grand Haven Grand Haven Area Community Foundation. Inc. JSJ Foundation Lee Foundation Loutit Foundation Grand Rapids Baldwin Foundation Max D. & Constance M. Boersma Charitable Trust Richard and Helen DeVos Foundation LM . Dexter Charitable Trust Dyer-lves Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hed'it Foundation Robert L and Judith S. Hooker Charitable Trust The Keeler Fund Sam & Jane Kravitz Foundation The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation Union Bank & Trust Company The Wege Foundation MEMBERS Continued Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundarion Consumers Power Compan; Sarn e. ~ Camp Founda o-. i-1~ :=o: -- - - :>kCo:.-Ba:rs Fou ndation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W.E . Upjohn Institute for Employment Research Vicksburg Foundation Lansing FrankS. and Mollie S. VanDervoort Memorial Foundation Greater Lansing Foundation �MEMBERS Continued Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Consumers Power Company Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Kalamazoo American National Bank & Trust Co. Dorothy U. Dalton Foundation Kalamazoo Foundation McColi-Batts Foundation The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Frank S. and Mollie S . VanDervoort Memorial Foundation Greater Lansing Foundation Jack Wolfram Foundation Litchfield Simpson Industries Fund Midland Allen Foundation Inc . Barstow Foundation Chemical Bank and Trust Company Herbert H . and Grace A. Dow Foundation First Bank of Midland Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation �MEMBERS Continued Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation B. D. and J ane E. Mcintyre Foun dation C . S . and Marion F. Mcintyre Foundation W. D. and Prudence Mcintyre Fo undation Monroe Auto Equipme nt Compa ny Foundation Monroe County Community Foundation Muskegon Muskegon County Comm unity Foundation. Inc. Niles Edward & Irma Hunter Foundation Owosso Alvin M. Bentley Foundation Saginaw Morley Brothers Foundation Second Na tional Ba nk of Sagina w Wickson-Link Memorial Fou ndatio n Shiawassee Shia wassee Foundation Tec umseh Allen H . Meyers Fou ndation Thre e Rivers Fibre Converters Foundation, Inc. Travers e City Rotary Charities of Traverse City Traverse City Area Foundation, Inc. New York , New York The Ford Foundation COUNCIL OF MICHIGAN FOUNDATIONS TREASURER'S REPORT - GENERAL FUND Twelve Months Ending March 3 1, 1982 Cash Receipts , Disbursements & Cash Balance C ash Balance, March 31. 1982 $10.220.17 Receipts MemberCon::f. . ·e .1em:::>er Co.-..:::-~ Ace; ·ona .. ler:1ber Con:::-~1 eres1 Small Conference Re\enue Maili ng Label Service Publication Sales - Payout Other S p ecial Purpose Grants 53.905 00 ..... ..,_:::>- -rth 25- - 219 55 596 .29 35,390.00 Total Cash Received 100,179.20 Total Available 110,399 .37 �COUNCIL OF MICHIGAN FOUNDATIONS TREASURER'S REPORT - GENERAL FUND Twelve Months Ending March 31 , 1982 Cash Receipts , Disbursements & Cash Balance Cash Balance, March 31. 19 2 Receipts Member Contributions :-\ew Member Conrribu ·ons Additional Member Contributions Inter~ Small Conference Revenue Mailing Label Service Publication Sales -Payout Other Special Purpose Grants Total Cash Received Total Available Cash Disbursements Salaries and Related Taxes Rent - Office Telephone Rent- Equipment Mailing and Postage Stationery and Supplies Publication Expenses Meeting and Travel Insurance Furniture and Equipment Computer and Mailing List Miscellaneous Trustees and Committee Mtgs. Contracted Clerical Expense Special Purpose Grants Total Disbursements Cash Balance, March 31 . 1982 Cash Balance Composed of: Cash on Hand Cash in Checking Account Cash in Savings Account Money Market Account TOTAL $10 ,220.17 53.905.00 4.005.00 1.550.00 3.771.36 484.15 257.85 219. 55 596.29 35,390 .00 100 ,179.20 110 ,399 .37 46 ,724.18 960 .00 3,143.58 1,538.66 2,869.40 1,918 .65 1,124.39 2.497.67 270 .00 65.00 955.05 671.47 226 .27 70.00 32,508.64 95,542 .96 $14,856.41 33.25 1,112.27 1,718.90 11,991 .99 $14,856.41 $ �BOARD OF TRUSTEES 1982-83 William W. Allen. Vice President and Secretary Elsa U. Pardee Foundation , Midland Leo J . Brennan. Jr .. Executive Director Ford Motor Company Fund, Dearborn Graham D . Briggs , Manager General Motors Foundation Nathan Barry Driggers , President Harder Foundation , Detroit Herman F. Gertz. President Herman and Irene Gertz Foundation , Monroe Thomas W. Herbert. Treasurer and Vice President The Kresge Foundation , Troy Wil/m·d J . Hertz , Vice President Charles Stewart Molt Foundation . Flint Judith S . Hooker . Program Director Dyer-lves Foundation. Grand Rapids Gilbert Hudson. President Webber Foundations. Detroit Keith D . Jensen . President The Jensen Foundation, Ann Arbor Ted L. Johnson, President Fremont Area Foundation Howard D. Kalleward, Executive Secretary Kalamazoo Foundation Evelyn Machtel. Vice President Jack Wolfram Foundation, Lansing Robert B . Miller. President Albert L and Louise B . Miller Foundation , Battle Creek Carl F. Reitz , Secretary Besser Foundation . Alpena James M. Richmond, Assistant to !"resident W .K. Kellogg Foundation , Battle Creek ~ Margaret Ann Riecker. Trustee Herbert H . and Grace A. Dow Foundation. Midland Cleveland Thurber. Jr .. Senior Vice President Detroit Bank & Trust Peter M. Wege. President The Wege Foundation . Grand Rapids William S . White. President Charles Stewart Molt Foundation, Flint Sally J. Yerex, Second Vice President National Bank of Detroit OFFICERS Margaret Ann Riecker, Chair Ted L. Johnson. Vice Chairman Dorothy A. Johnson. Secretary Thomas W. Herbert. Treasurer STAFF Dorothy A. Johnson, Executive Director Sandra G . Hussey. Office Manager Edith E. Sillars. Editor � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1982_AR_1982-1983 Title A name given to the resource Council of Michigan Foundations Annual Report 1982-1983 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1982-1983. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49541 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1982/1983 https://digitalcollections.library.gvsu.edu/files/original/5b3d7ecc817f499d65dabaab558324b4.pdf 04921e07f1e5b1052038536fb9da9d42 PDF Text Text AN ASSOCIATION OF MICHIGAN GRANTMAKERS 1983-84 PURPOSES SERVICES MEMBERS FINANCIAL STATEMENT �COUNCn. OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 616 I 842-7080 e Council of Michigan Foundations (CMF) is an association o Michigan grantmakers: private and community foundatlons. banks serving foundations and charitable trusts, and corporations "-'ith giving programs. A non-profit membership organization offering a wide range of services and programs for its members, CMF began in 1973 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education, communication and information. CMF seeks to encourage and furnish the means for such exchange. Membership in the Council currently stands at 167 organizations including 108 private foundations, 21 community foundations, 15 banks serving foundations, and 23 corporate foundations and corporate giving programs. CMPs membership accounts for approximately 90 percent of all foundation assets in the state. PURPOSES - To provide the means for regular exchange of ideas, experiences, information, and expertise among Michigan grantmakers. - To increase the efficiency and effectiveness of Michigan's philanthropic network - To inform the public of the important and irreplaceable contributions of Michigan foundations and grantmaking institutions to the state and to the larger society. -To represent Michigan grantmakers' interests and concerns with the officials of local, state, and national government PURPOSES SERVICES MEMBERSHIP INFORMATION �ACTIVITIES In the years ahead, 1982-83 might well be characterized as the year in which CMF began moving beyond its traditional and founding roles. For the first time, the CMF Board endorsed the concepts of two major projects with statewide implications - development of a short-term loan fund for non-profits facing a financial crisis, and creation of a revitalization task force to encourage economic development and diversification in Michigan. These projects did draw the interest of several CMF members, who became partners in these efforts and others. Other highlights for the year include: • A new look at CMF' s legislative priorities, as grantmakers were heartened by the possibility of new legislation that would ease restrictions on grantmakers and grantmaking. • The Tenth Annual CMF Conference in Detroit, which drew more than 300 participants with its theme, "Changing Private Responses to Changing Public Needs." • Increased membership, with the addition of 22 grantmakers, bringing CMF membership to 163. • Two Visitations programs, in which the Grand Rapids, Dyerlves, Webber and General Motors Foundations shared their ways of doing work • Four grantsmanship seminars, in Rochester, East Lansing, Monroe and Rint • Completion of the fourth edition of the Michigan Foundation Directory, which also contains a survey of Michigan foundation philanthropy. • Responses to an average of 30 Member questions every week • Continued contacts with policymakers at local, state and national levels. • Continued assistance in starting private or community foundations or corporate giving programs. • Work with the Council on Foundations, other regional associations, the Foundation Center, and Michigan Foundation Center Regional Library collections. In the year ahead, new services and activities should build on the gains we have established this year. Margaret A Riecker CMFChair r·~~ . Domthy A. Johnwn Executive Director CES �SERVICES 1. LEGISlATIVE MONITORING. CMF tracks developments in philanthropy in both Congress and the Michigan Legislature. CMF helps represent members' interests with these bodies, communicating to government representatives the important functions and pressing concerns of Michigan foundations. 2. REPORTING GOVERNMENT RULINGS. CMF reports the latest IRS regulations, Treasury rulings and other government actions affecting foundations. 3 . PROVIDING TECHNICAL ASSISTANCE. CMF responds to members' requests for "how to" information on management procedures, grantrnaking systems and other process questions. 4. SPONSORING CONFERENCES. CMF holds an annual conference during which foundation trustees, officers and staff, bank trust officers and corporate giving officers exchange ideas on issues facing the funding community. 5. PUBLISHING. CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include: Michigan Foundation Directory, Edition IV - A factfilled bi-annual sourcebook about Michigan foundations for grantors, grantees and the interested public. The Michigan Scene - A quarterly newspaper updating events and issues of concern to Michigan grantrnakers. Survey of Michigan Foundation Philanthropy - Analysis of grantrnaking patterns. - Foundation Tax Law: History , Problems & Prospects Prepared by William M. Brodhead, Esq. Memo to Members "Private Foundations:-The Payout Requirement and Its Effect in Investment and Spending Policies" - A study conducted by the University of Michigan Graduate School of Business. The Proposal Process - General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. 6. COORDINATING WORKSHOPS. From time to time, CMF offers special purpose workshops and seminars on public information, community foundations, investments and other important topics. 7. REACHING THE PUBLIC. CMF strives to make foundations better understood by the public through the media and other forums. Two slide/tapes and film available to Members for briefing community groups about charitable grantmaking. 8. PREPARING REPORTS AND NEWS RELEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators and other interested groups, members are offered pre-printed sets of mailing labels. 9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. _Q_REFERRING PROFESSIONALS. CMF refers members - :-2Sea1 hers. consultants, writers and other qualified pro- �Foundation Tax Law: History , Problems & Prospects · Prepared by William M. Brodhead, Esq. Memo to Members "Private Foundations:·The Payout Requirement and Its Effect in Investment and Spending Policies" - A study conducted by the University of Michigan Graduate School of Business. The Proposal Process · General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. 6. COORDINATING WORKSHOPS. From time to time, CMF offers special purpose workshops and seminars on public information, community foundations, investments and other important topics. 7. REACHING THE PUBLIC. CMF strives to make founda tions better understood by the public through the media and other forums. Two slide/tapes and film available to Members for briefing community groups about charitable grantmaking. 8. PREPARING REPORTS AND NEWS RELEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators and other interested groups, members are offered pre-printed sets of mailing labels. 9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. 10. REFERRING PROFESSIONALS. CMF refers members to researchers, consultants, writers and other qualified professionals. SERVICES MEMBERS �MEMBERSHIP INFORMATION All Michigan private and community grantmaking foundations, banks serving foundations and charitable trusts and corporations with giving programs are eligible to join CMF. CMF is taxexempt under Section 501 (c) (3), and is not a private foundation under Section 509 (a) (1) of the Internal Revenue Code. To support CMF's administrative and program expenses, members contribute annually on a scale based on their asset value, as shown below: Foundations with Market-Value Assets of Under $200,000 $200,000 1 million 5million 10 million 25 millio n 100 million 300 million Over Membership Contribution $ $ 1 million 5million 10 million 25 million lOOmillion 300 million 900 million 900million Banks serving Foundations & Charitable Trusts Corporate Giving Offices 75 200 450 700 1,000 2,000 3,000 5,000 12,000 225 225 A Cooperating Regional Association of Grantmakers with the Council on Foundations, Inc. MEMBERS �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Albio n Albion Civic Foundation Allegan Allegan Foundation Alpena Besser Foundation Jesse Besser Fund. Inc. Northeast Michigan Community Foundation Ann Arbor Ann Arbor Area Foundation Ann Arbor Trust Earhart Foundation The J . F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Foundation Harry A and Margaret D. Towsley Foundation Bay City Bay Area Community Foundation Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek The Greater Battle Creek Foundation Charles and Jessie Brackett Memorial Scholarship Fund W.K. Kellogg Foundation Kellogg Company 25-Year Employees Fund, Inc. Ke ndall Foundation Albert L. and Louise B. Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area American Natural Resources Company Charles M. Bauervic Foundation, Inc. Chrysler Corporation Fund Comerica Bank-Detroit Detroit Community Trust Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation �G.er.n D. Curtis Edmore Trust H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. ' Harder Foundation D.S. Harder Testamentary Trust-C James and Lynelle Holden Fund The J.L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund B.D. and Jane E. Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.D. and Prudence A. Mcintyre Foundation Michigan Bell Telephone Company Louise Tuller Miller Trust National Bank of Detroit William and Mary Pagel Trust The Meyer and Anna Prentis Family Foundation, Inc. Harold and Carolyn Robison Foundation Ross Roy. Inc. Schwartz Family Foundation The Nate S. and Ruth B. Shapero Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward and Hazel Stephenson Foundation Mary Thompson Foundation Eloise and Richard Webber Foundation The Richard H. and Eloise Jenks Webber Charitable Fund. Inc. Wetsman Foundation Matilda R. Wilson Fund Isadore and Beryl Winkelman Foundation Winkelman Brothers Apparel Foundation MEMBERS �MEMBERS Continued flint Viola E. Bray Charitable Trust Citizens Commercial and Savings Bank DeWaters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank and Trust Company Charles Stewart Harding Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation Ruth Mott Fund James A. Welch Foundation Frankenmuth Frankenmuth Bank and Trust Company Allen E. and Marie A Nickless Memorial Foundation Fremont The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Community Foundation Grand Haven Grand Haven Area Community Foundation JSJ Foundation Lee Foundation Loutit Foundation Wigginton Educational Foundation Grand Rapids Baldwin Foundation Max D. and Constance M. Boersma Charitable Trust Richard M. and Helen DeVos Foundation L. M. Dexter Charitable Trust Dyer-Ives Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S. Hooker Charitable Trust The Keeler Fund Sam and Jane Kravitz Foundation The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company Rapids-Standard Foundation Steelcase Foundation Union Bank and Trust Company The Wege Foundation �MEMBERS Continued Grandville Grand Valley National Bank Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Co nsumers Power Company Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Robert J . Simpson Foundation Kalamazoo American National Bank and Trust Company Dorothy U. Dalton Foundation Kalamazoo Foundation McColl-Batts Foundation The Power Foundation A. M. Todd Company The Upjohn Company Harold and Grace Upjohn Foundation John and Priscilla Upjohn Foundation W. E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Frank S. and Mollie S. VanDervoort Memorial Foundation Greater Lansing Foundation Jack Wolfram Foundation Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank and Trust Company Comerica Bank-Midland Herbert H. and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles J . Strosacker Foundatio n MEMBERS FINANCIAL STATEMENT �MEMBERS Continued Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Auto Equipment Company Foundation Monroe County Community Foundation Muskegon Muskegon County Community Foundation Niles Edward and Irma Hunter Foundation Owosso Alvin M. Bentley Foundation Shiawassee Foundation Saginaw Morley Brothers Foundation Saginaw Community Foundation Second National Bank of Saginaw Wickson-Link Memorial Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Rotary Charities of Traverse City Traverse City Area Foundation, Inc. New York, New York The Ford Foundation �COUNCIL OF MICHIGAN FOUNDATIONS TREASURER'S REPORT- GENERAL FUND Twelve Months Ending March 31, 1983 Cash Receipts, Disbursements & Cash Balance Cash Balance, March 31, 1982 $ 17,941.69 Cash Receipts: Member Contributions New Member Contributions Additional Member Contributions Interest Excess Conference Revenue Mailing Label Service Publication Sales Other Special Purpose Grants Total Cash Received Total Available 56,765.00 4,395.00 10,615.00 1,746.87 6,963.94 528.66 260.92 536.05 35,322.70 117,134.14 135,075.83 Cash Disbursements: Salaries and Related Taxes Rent - Office Telephone Rent - Equipment Mailing and Postage Stationery and Supplies Publication Expenses Meeting and Travel Insurance Furniture and Equipment Computer and Mailing List Miscellaneous Trustees and Committee Mtgs. Contracted Clerical Expense Special Purpose Grants Total Disbursements 55,586.72 1,717.50 3,806.21 1,629.65 2,574.37 2,392.95 1,249.48 2,786.09 324.00 440.55 1,000.00 394.40 517.79 571.94 37,691.55 112,683.20 Cash Balance, March 31, 1983 $ 22,392.63 Cash Balance Composed of: Cash on hand Cash in Checking Account Cash in Savings Account Money Market Account TOTAL $ 33.25 1,465.86 528.54 20,364.98 $ 22,392.63 �BOARD OF TRUSTEES 1983-84 William W. Allen, Vice President and Trustee Elsa U. Pardee Foundation, Midland Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund, Dearborn N. Barry Driggers, President and Trustee Harder Foundation, Grosse Pointe Woods Nancy Feller, Resident Counsel The Ford Foundation, New York, NY Allan J. Fletcher, Vice President Comerica Bank-Detroit, Detroit Thomas W. Herbert, Vice President and Treasurer The Kresge Foundation, Troy Judith S . Hooker, Program Officer Dyer-lves Foundation, Grand Rapids Gilbert Hudson, President and Trustee Webber Foundations, Detroit Keith D. Jensen, President and Trustee The Jensen Foundation, Ann Arbor Ted L. Johnson, President and Trustee The Fremont Area Foundation, Fremont Howa rdS. Kalleward, Executive Director The Kalamazoo Foundation, Kalamazoo Donald A. Lindow, Vice President National Bank of Detroit, Detroit Evelyn Machtel, Vice President and Trustee Jack F. Wolfram Foundation, Lansing W. Calvin Patterson, III, Assistant Secretary Michigan Bell Telephone Company, Detroit Carl F. Reitz, Secretary and Trustee Besser Foundations, Alpena James M. Richmond, Vice President W.K. Kellogg Foundation, Battle Creek Margaret A. Riecker, Trustee Herbert H. & Grace A Dow Foundation, Midland Leonard W. Smith, Secretary and Trustee The Skillman Foundation, Detroit Peter M. Wege, President and Trustee The Wege Foundation, Grand Rapids WilliamS. White, President and Trustee Charles Stewart Mott Foundation, Flint OFFICERS Margaret Ann Riecker, Chair Ted L. Johnson , Vice Chairman Dorothy A. Johnson, Secretary Thomas W. Herbert, Treasurer STAFF Dorothy A. Johnson, Executive Director Sandra G. Hussey, Office Manager Jeri L. Fischer, Staff Assistant Edith E. Sillars, Editor � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1983_AR_1983-1984 Title A name given to the resource Council of Michigan Foundations Annual Report 1983-1984 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1983-1984. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49573 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1983/1984 https://digitalcollections.library.gvsu.edu/files/original/0b5e5fc5bac31f50668425afdb6c82da.pdf 89073a76da0680f6d419bd12221ec6d0 PDF Text Text �Board of Trustees Allan J. Fletcher, Vice President Comerica Bank-Detroit Carl F. Reitz, Secretary Besser Foundation, Alpena Edward J. Frey, Chairman The Frey Foundation, Grand Rapids James M. Richmond, Vice President W.K. Kellogg Foundation, Battle Creek W. Calvin Patterson, Ill, District Manager Michigan Bell Telephone Company, Detroit Willard J. Hertz, Vice President Charles Stewart Mott Foundation, Flint Treasurer: Thomas W. Herbert, Vice President & Treasurer The Kresge Foundation, Troy Judith S. Hooker, Trustee Robert L. & Judith S. Hooker Charitable Trust, Grand Rapids Margaret A. Riecker, President Harry A. & Margaret D. Towsley Foundation, Ann Arbor William W. Allen, Vice President & Secretary Elsa U. Pardee Foundation, Midland Gilbert Hudson, President Hudson-Webber Foundation, Detroit Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund, Dearborn Keith D. Jensen, President The Jensen Foundation, Ann Arbor Herbert H. Dow, President Herbert H. & Grace A. Dow Foundation, Midland Howard D. Kalleward, Executive Director Kalamazoo Foundation Nancy Feller, Associate General Counsel The Ford Foundation, New York Donald A. Lindow, Vice President National Bank of Detroit Chairman: Ted L. Johnson, President Emeritus Fremont Area Foundation, Fremont Vice Chairman: Leonard W. Smith, President The Skillman Foundation, Detroit Peter M. Wege, President The Wege Foundation, Grand Rapids Advisory Cabinet CMF Board Service CMF Board Service Chairman: Dr. Russell G. Mawby, Chairman W.K. Kellogg Foundation, Battle Creek 1973-74 Robert B. Miller, Chairman Albert L. & Louise B. Miller Foundation, Battle Creek 1973-82 Nathan B. Driggers, President Harder Foundation, East Detroit 1975-83 RobertA. Risselade, Trustee The Wege Foundation, Grand Rapids 1975-81 Herman F. Gertz, President Herman & Irene Gertz Foundation, Monroe 1976-82 Herbert F. Spieler, Manager of Public Mfairs Consumers Power Company, Jackson 1973-75 Miles Jaffee, Esq. Honigman, Miller, Schwartz & Cohn, Detroit 1975-76 Antony T. Sullivan, Program Officer Earhart Foundation, Ann Arbor 1973-74 Robert B. Kerschbaum, Executive Director Ann Arbor Area Foundation 1974-75 Alfred H. Taylor, Jr., President The Kresge Foundation, Troy 1973-74 James R. Kettler, Executive Director Ruth Mott Fund, Flint 1973-74 Cleveland Thurber, Jr., Senior Vice President Comerica Bank-Detroit 1982-84 Evelyn Machtel, Vice President Jack F. Wolfram Foundation, Lansing 1977-84 Sally J. Yerex, Second Vice President National Bank of Detroit 1973-83 Staff Dorothy A. Johnson Jeri L. Fischer President Staff Associate Sandra G. Hussey Edith E. Sillars Member Services Director Editor, The Michigan Scene �About CMF The Council of Michigan Foundations is a non-profit association of 192 Michigan grantmakers, including 120 private foundations, 28 community foundations, 28 corporate foundations and giving programs, and 16 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 18 other regional associations throughout the country. Purposes • To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. • To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. • To increase private and community foundation and corporate grantmaking resources in the State of Michigan. • To increase the efficiency and effectiveness of Michigan's philanthropic network. • To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 616/842-7080 �The Year in Review and Plans for the Future 1984-85 • 24 new members The new look we have given to the Council of Michigan Foundation's annual report is intended to emphasize the new services in CMF's broad array of programs for its Members. During the last year the 21 member Board of Trustees, eight standing committees and staff have accomplished: • Four one-day workshops on corporate-giving issues, private foundation legal and tax concerns, community foundation development potentials, and communication devices for all grantmakers. • Passage of the 1984 tax act, which CMF monitored carefully with the Council on Foundations and other regional associations. Through passage of this act, CMF achieved 50 percent of its legislative goals. • The 12th Annual CMF Conference, which drew a record 539 participants, a 14 percent increase over the previous year to Flint, Michigan to discuss "Michigan's Partnership for Excellence." • Establishment of an Advisory Cabinet, chaired by Dr. Russell G. Mawby, first CMF Chairman, of 14 previous trustees who continue to be affiliated with a CMF Member. • Six grantsmanship seminars offered as part of Michigan Bell "Stretching & Raising Dollars II" for non-profit organizations. • 12 meetings of local grantmakers throughout the state. • Assistance in establishing four community foundations, and consultation on establishing private foundations and corporate giving programs. • Record sales of the fourth edition of the Michigan Foundation Directory and planning for the fifth edition. • Publication of 10 Memo to Members and four editions of The Michigan Scene. • Strategic Program and Financial Plan for 1985-89. 1985-86 In January of 1985 the Board of Trustees approved the strategic direction of CMF as well as 11 specific goals with the understanding that the level and quality of existing services and programming would continue. Under the chairmanship of Gilbert Hudson, the committee surveyed members, by mail and through individual interviews, to determine what services were needed. The following goals have been adopted for implementation: Goall: To add a fifth purpose to the Council of Michigan Foundations' Statement of Purpose: "To increase private and community foundation and corporate grantmaking resources in the State of Michigan." Goa/2: To expand services to corporate grantmakers. Goal3: To expand services to community foundations. Goal 4: To expand services to trustees within current programming. Goal 5: To emphasize services to unstaffed foundations. Goal 6: To launch an aggressive membership campaign. Goal 7: To continue cooperation with grantees. Goal 8: To continue current program services and increase promotion of all services. Goal9: To establish an "Advisory Cabinet" of retired CMF board members. (accomplished) GoallO: To consider suggested "standards of practice." Goalll: To change the name of the Council of Michigan Foundations as the Board of Trustees considers timely. Detailed strategies on how to meet each goal have been developed by Member task forces. These are ambitious undertakings and have financial implications. CMF's Board has approved a new financial plan with short-term and long-term components. By the 1986-87 fiscal year beginning Aprill, CMF will increase the contribution scale for membership. At that time, members have the choice to continue membership at half the proposed increase. By the beginning of the following year, it is anticipated that members will have complied fully. Until then, about 60 members will be asked to make special-purpose grants to help achieve the goals of the strategic plan. We look forward with keen anticipation to the growth and development of CMF and its members and to increasing our numbers in the state. Ted L. Johnson Chainnan of the Board �Services Education & Training Programs CMF holds an annual conference during which grantmakers exchange ideas on programmatic and administrative issues and challenges. CMF sponsors three or more Spring School sessions one- day workshops on topics of interest to private foundations, community foundations and corporate grantmakers. CMF facilitates Grantmakers Visitations: one-day meetings at which time host grantmakers share with other CMF Members how they conduct the business of grantmaking. Government Relations CMF tracks developments in philanthropy in both Congress and the Michigan Legislature. CMF helps represent members' interests with government bodies. CMF communicates with government representatives the important functions of Michigan foundations. CMF reports the latest IRS regulations, Treasury rulings and other government actions affecting foundations. CMF coordinates Member's legislative network. Technical Assistance CMF responds to requests from Members every week for "how-to" information on management procedures, grantmaking systems and other process questions. CMF meets with individual members seeking consultation on their grantmaking program, establishing priorities, raising money for community foundations and other such requests. CMF helps members write and produce their own annual reports. Publications CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include: Michigan Foundation Directory, Edition N- A fact-filled bi-annual sourcebook about Michigan foundations for grantors, grantees and the interested public. The Michigan Scene - A quarterly newspaper updating events and issues of concern to Michigan grantmakers. Suroey of Michigan Foundation Philanthropy - Analysis of grantmaking patterns. Foundation Tax Law: History, Problems & Prospects Prepared by William M. Brodhead, Esq. Memo to Members Private Foundations: The Payout Requirements and Its Effect in Investments and Spending Policies - A study conducted by the University of Michigan Graduate School of Business. The Proposal Process- General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. Public Information CMF sponsors grantsmanship seminars for the grantseeking community. CMF strives to make grantmakers better understood by the public through the media and other forums. Consultation on How to Start a Private, Community, Corporate Foundation or Corporate Giving Program CMF provides the legal and technical information on how to establish foundations. CMF exchanges information on why and how others have created a grantmaking foundation or corporate giving program. Convenor CMF plans and facilitates meetings of local grantmakers around subjects of common interest. CMF sponsors topical workshops of interest to members. �Financial Statement Treasurer's Report Balance Sheet March 31, 1985 Assets Cash on Hand and on Deposit Properties Contributed Furnishings Contributed Equipment Purchased Furnishings Purchased Equipment Leasehold Improvements $27,117.52 $ 2,797.00 3,463.00 3,679.92 9,837.54 2,652.00 22,429.46 Less Accumulated Depreciation 7,671.00 Deferred Expense, Computer purchase deposit Liabilities and Fund Balances Withheld Payroll Taxes Deferred Revenues, project grants Fund Balances Properties Fund General Operations Fund Special Projects Funds $14,758.46 50,515.07 974.40 $ 1,873.78 15,075.00 66,247.93 $83,196.71 14,758.46 $41,320.73 $83,196.71 Notes to Financial Statement March 31, 1985 1. Summary of Significant Accounting Policies a. Organization The Council of Michigan Foundations, Inc. is a nonprofit membership organization founded in 1973 and incorporated in 1975. Members are private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs. b. Statement Presentation The accompanying financial statements have been prepared on the cash basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into fund groups. Funds restricted for specially funded projects are distinguished from General Operating Funds. Bot? the General Operating Fund and the Special ProJect Funds are authorized by the Council's Board of Trustees with the establishment of approved revenue and expense budgets at the beginning of each year. The Treasurer's Report of the Statement of Revenue and Expenses and Changes in Fund Balances, and the related Schedule of Special Projects Funds, report the activity detail by fund groups, resulting in the impact on the Fund Balance for each fund. Revenues received and expenses paid in the current year pertaining to project activity of a future period are recorded as deferred revenue and expense on the Balance Sheet of the present period. c. The Council capitalizes all expenditure for furniture, equipment and leasehold improvements. Furniture and equipment are depreciated on the straight-line method over their estimated useful lives. Leasehold improvements are amortized on the straight-line method over the remaining life of the lease. Furniture and equipment contributed in kind to the Council are reported as contributions in the Properties Fund at approximate fair market value on the date of such contributions and are not depreciated. 2. Tax Status CMF is tax-exempt under Section 501 (c)(3), and is not a private foundation under Section 509 (a)(1) of the Internal Revenue Code. �Statement of Revenue and Expenses and Changes in Fund Balances Year Ended 3/31/85 Specially Funded Projects General Operating Fund Support and Revenue Membership Contributions New Member Contributions Additional Contributions Interest Earned Mailing Label Service Publication Sales Major Conference Revenue Small Conference Revenue Other Income Total Support and Revenue Expense Salaries, related taxes & benefits Rent & Maintenance, office Telephone Equipment maintenance Mailing & Postage Stationery & Supplies Publications & Printing Meeting & Travel General Insurance Computer & Mailing Trustee & Committee Meetings Contracted Services Major Conference Expense Small Conference Expense Miscellaneous other expense Depreciation Total Expense Excess (Deficiency) of Support & Revenue over Expense Fund Balances, 4/1184 Transfers, furniture & equipment Acquisitions Transfers, balance of Survey & Directory Fund to General Fund Fund Balances, 3/31/85 $ 95,415.00 3,675.00 63,025.00 3,519.32 905.05 5,821.18 71,754.59 8,447.00 206.73 252,768.87 48,975.00 5,798.18 54,773.18 81,711.72 1,942.50 4,318.09 5,045.95 3,000.00 2,994.63 2,997.90 7,424.36 450.00 1,069.80 954.57 482.48 65,483.14 8,948.70 272.40 78.30 805.16 1,195.61 63.31 12,785.61 2,402.39 32,186.07 134.44 187,096.24 49,650.89 2,236.00 2,236.00 10,899.45 34,162.84 5,122.29 1,662.81 (2,236.00) 16,636.54 81,790.02 1,942.50 5,123.25 5,045.95 4,195.61 3,057.94 15,783.51 9,826.75 450.00 1,069.80 954.57 32,668.55 65,483.14 8,948.70 406.84 2,236.00 238,983.13 13,785.74 52,462.19 357.92 (357.92) 5,810.70 $ 50,515.07 Total All Funds $ 95,415.00 $ $ 3,675.00 14,050.00 3,519.32 905.05 23.00 71,754.59 8,447.00 206.73 197,995.69 Properties Fund $ (5,810.70) 974.40 $ 14,758.46 $ 66,247.93 �Council of Michigan Foundations' Members ADDISON Knight Family Charitable and Educational Foundation ALBION Albion Civic Foundation ALLEGAN Allegan Foundation ALPENA Besser Foundation Jesse Besser Fund, Inc. Northeast Michigan Community Foundation ANN ARBOR Ann Arbor Area Foundation Citizens Trust Earhart Foundation The J.F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Fund The Pryor Foundation Harry A. and Margaret D. Towsley Foundation BAY CI1Y Bay Area Community Foundation Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation BATILE CREEK The Greater Battle Creek Foundation Charles and Jessie Brackett Memorial Scholarship Fund W.K. Kellogg Foundation Kellogg Company Kellogg Company 25-Year Employees Fund, Inc. Kendall Foundation McCurdy Scholarship Foundation, Inc. Albert L. and Louise B. Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation Louise Tuller Miller Trust National Bank of Detroit William and Mary Pagel Trust The Meyer and Anna Prentis Family Foundation, Inc. Harold and Carolyn Robison Foundation Schwartz Family Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation George M. and Mabel H. Slocum Foundation Community Foundation for Southeastern Michigan Edward C. and Hazel L. Stephenson Foundation Stroh Brewery Company Mary Thompson Foundation Samuel L. Westerman Foundation Wetsman Foundation Matilda R. Wilson Fund Isadore and Beryl Winkelman Foundation Winkelman Brothers Apparel Foundation FLINT Viola E. Bray Charitable Trust Citizens Commercial and Savings Bank DeWaters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank and Trust Company Charles Stewart Harding Foundation Horizon Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation Ruth Mott Fund James A. Welch Foundation Hurst Foundation Jackson Foundation Robert J. Simpson Foundation KALAMAZOO The Acme Foundation American National Bank and Trust Company Dorothy U. Dalton Foundation First of America-Michigan Havirmill Foundation Kalamazoo Foundation McCoii-Batts Foundation The Power Foundation A.M. Todd Company The Upjohn Company Harold and Grace Upjohn Foundation W.E. Upjohn Institute for Employment Researcl't Vicksburg Foundation LANSING Greater Lansing Foundation W.B. and Constance Thoman Foundation Frank S. and Mollie S. VanDervoort Memorial Foundation Jack F. Wolfram Foundation MARCELLUS Marcellus Community Foundation MIDLAND Greater Frankenmuth Area Community Foundation NewCentury Bank Allen E. and Marie A. Nickless Memorial Foundation Allen Foundation, Inc. Barstow Foundation Chemical Bank and Trust Company Comerica Bank-Midland Herbert H. and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles J. Strosacker Foundation Whirlpool Foundation FREMONT MONROE BUCKLEY The Fremont Area Foundation Gerber Baby Foods Fund Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Foundation Trust Community Foundation of Monroe County BENTON HARBOR VanValkenburg Foundation CARO Claude D. and Etta H. Andrews Foundation DETROIT METOPOLITAN AREA American Natural Resources Company Ameritech Publishing, Inc. William R. Angell Foundation Charles M. Bauervic Foundation, Inc. Bauervic-Carroll Foundation Bauervic-Paisley Foundation Burroughs Corporation Chrysler Corporation Fund Comerica Bank-Detroit Detroit Community Trust Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Trust H.T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. Harder Foundation James and Lynelle Holden Fund J.L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund B.D. and Jane E. Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.D . and Prudence A. Mcintyre Foundation Michigan Bell Telephone Company Michigan Consolidated Gas Company FRANKENMUTH GRAND BLANC Grand Blanc Community Foundation GRAND HAVEN Grand Haven Area Community Foundation JSJ Foundation Lee Foundation Lou tit Foundation Wigginton Educational Foundation GRAND RAPIDS Baldwin Foundation Max D. and Constance M. Boersma Charitable Trust Richard M. and Helen DeVos Foundation L.M . Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-Ives Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S. Hooker Charitable Trust The Keeler Fund The Lexo Charitable Trust Loosemore Foundation Michigan National Bank Old Kent Bank and Trust Company The Sebastian Foundation Steelcase Foundation Union Bank and Trust Company The Wege Foundation GRANDVILLE Grand Valley National Bank HARTLAND Heartland Foundation MUSKEGON Muskegon County Community Foundation NILES Edward and Irma Hunter Foundation owosso Alvin M. Bentley Foundation Shiawassee Foundation PORT HURON Port Huron District Foundation ROCHESTER Greater Rochester Area Community Foundation ST- JOSEPH Berrien Community Foundation, Inc. SAGINAW Arnold and Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Francis Mills Foundation Morley Brothers Foundation Saginaw Community Foundation Second National Bank Wickson-Link Memorial Foundation TECUMSEH Allen H. Meyers Foundation THREE RIVERS Fibre Converters Foundation, Inc. TRAVERSE CI1Y Holland Community Foundation Mukti Fund Rotary Charities of Traverse City Traverse Area Foundation, Inc. JACKSON ZEELAND HOLLAND Aeroquip Foundation Samuel Higby Camp Foundation Herman Miller, Inc. NEW YORK The Ford Foundation � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1984_AR_1984-1985_v1 Title A name given to the resource Council of Michigan Foundations Annual Report 1984-1985 v1 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1984-1985 v1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49604 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1984/1985 https://digitalcollections.library.gvsu.edu/files/original/4ae074eedcc83d11de5479973f266bed.pdf a94921571f5ae27dc4e19af998f8b8c0 PDF Text Text AN ASSOCIATION OF MICHIGAN GRANTMAKERS 1984-85 PURPOSES ACTIVITIES SERVICES MEMBERS �COUNCIL OF MICHIGAN FOUNDATIONS 18 North Fifth Street Grand Haven, Michigan 49417 616 I 842-7080 The Council of Michigan Foundations (CMF) is an association of Michigan grantmakers: private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs. A non-profit membership organization offering a wide range of services and programs for its members, CMF began in 1973 on the premise that philanthropy is more effective when grantmakers have the opportunity for continuing education, communication and information. CMF seeks to encourage and furnish the means for such exchange. Membership in the Council currently stands at 181 organizations including 113 private foundations, 25 community foundations, 16 banks serving foundatior:s, and 27 corporate foundations and corporate giving programs. CMF's membership accounts for approximately 90 percent of all foundation assets in the state. PURPOSES - To provide the means for regular exchange of ideas, experiences, information, and expertise among Michigan grantrnakers. - To increase the efficiency and effectiveness of Michigan's philanthropic network. - To inform the public of the important and irreplaceable contributions of Michigan foundations and grantmaking institutions to the state and to the larger society. - To represent Michigan grantrnakers' interests and concerns with the officials of local, state, and national government. PURPOSES I ACTIVITIES SERVICES �ACTIVITIES The 1983-84 year was characterized by a great deal of work in one of CMF's founding areas - legislative monitoring. The massive Deficit Reduction Act of 1984, which contained provisions relating to foundation tax law, made many improvements in how private foundations are treated under the law. But before its passage, many hours of work were contributed by foundation people across the country, including CMF and its Members. Members of the Michigan organization met personally with their legislators and with the staffs, members and chairmen of the Senate Finance Committee and the House Committee on Ways and Means. They wrote letters to encourage their congresspeople to support or co-sponsor proposed legislation to ease the tax restrictions on foundations. Prior to that, CMF and its Members gave written and oral testimony at hearings of the Oversight Subcommittee of the Ways and Means Committee, which first took up the issue. Other highlights for the year: • The Eleventh Annual CMF Conference in Grand Rapids drew 467 participants with its theme, "Foundations and Corporations: New Roles in Shaping Michigan's Economy." Attendance was up 35 percent from the previous record year. • A new series for nonprofit organizations on ways to stretch and raise dollars was offered in six Michigan communities. The seminars were sponsored by the Michigan Bell Telephone Company, the Michigan League for Human Services and CMF in cooperation with other agencies. • Grantmakers themselves received the opportunity for some inservice education with CMF' s new Winter Schools--three day-long seminars exploring the topics of community foundation development, technology, and fundamentals of grantmaking. • The organization began and made substantial progress in a strategic planning project to develop a master plan for CMF' s programs and services over the next three years. • Membership increased from 163 to 174, with the addition of 11 private and community foundations, corporations and financial institutions. • During the second year of the Visitation program, the Kalamazoo Foundation shared its way of doing work with other Michigan grantrnakers. • CMF facilitated meetings of the Detroit Area Grantrnakers. • Representatives of state government and Michigan grantmakers interested in economic development gathered to discuss areas of mutual interest. • CMF responded to an average of thirty Member questions every week. • Those needing assistance in starting private or community foundations or corporate giving programs received help. • Work with the Council on Foundations, other regional associations, the Foundation Center and the Michigan Foundation Center Regional Library collections were continued. We have made progress during this past year. Our work in most of these areas will continue, and new programs that meet the needs of Members will be initiated. ~~ Ted L. Johnson CMF Chairman ~r Dorothy A Johnson Executive Director SERVICES �SERVICES 1. LEGISlATIVE MONITORING. CMF tracks developments in philanthropy in both Congress and the Michigan Legislature. CMF helps represent members' interests with these bodies, communicating to government representatives the important functions and pressing concerns of Michigan foundations. 2. REPORTING GOVERNMENT RULINGS. CMF reports the latest IRS regulations, Treasury rulings and other government actions affecting foundations. 3. PROVIDING TECHNICAL ASSISTANCE. CMF responds to members' requests for "how to" information on management procedures, grantrnaking systems and other process questions. 4. SPONSORING CONFERENCES. CMF holds an annual conference during which foundation trustees, officers and staff, bank trust officers and corporate giving officers exchange ideas on issues facing the funding community. 5. PUBLISHING. CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include: Michigan Foundation Directory, Edition IV - A factfilled bi-annual sourcebook about Michigan foundations for grantors, grantees and the interested public. The Michigan Scene - A quarterly newspaper updating events and issues of concern to Michigan grantmakers. Survey of Michigan Foundation Philanthropy - Analysis of grantrnaking patterns. Foundation Tax Law: History, Problems & ProspectsPrepared by William M. Brodhead, Esq. Memo to Members ''Private Foundations :·The Payout Requirement and Its Effect in Investment and Spending Policies" - A study conducted by the University of Michigan Graduate School of Business. The Proposal Process - General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. 6. COORDINATING WORKSHOPS. From time to time, CMF offers special purpose workshops and seminars on public information, community foundations, investments and other important topics. 7. REACHING THE PUBLIC. CMF strives to make foundations better understood by the public through the media and other forums. Two slide/tapes and film available to Members for briefing community groups about charitable grantmaking. 8. PREPARING REPORTS AND NEWS RELEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators and other interested groups, members are offered pre-printed sets of mailing labels. 9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. 10. REFERRING PROFESSIONALS. CMF refers members to researchers, consultants, writers and other qualified professionals. �for grantors, grantees an The Michigan Scene- A quarterly newspaper updating events and issues of concern to Michigan grantmakers. Survey of Michigan Foundation Philanthropy - Analysis of grantmaking patterns. Foundation Tax Law: History, Problems & Prospects Prepared by William M. Brodhead, Esq. Memo to Members " Private Foundations: -The Payout Requirement and Its Effect in Investment and Spending Policies" - A study conducted by the University of Michigan Graduate School of Business. The Proposal Process - General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. 6. COORDINATING WORKSHOPS. From time to time, CMF offers special purpose workshops and seminars on public information, community foundations, investments and other important topics. 7. REACHING THE PUBLIC. CMF strives to make foundations better understood by the public through the media and other forums. Two slide/ tapes and film available to Members for briefing community groups about charitable grantmaking. 8 . PREPARING REPORTS AND NEWS RELEASES. CMF helps members write and produce their own annual reports and press releases. To expedite distribution of these materials to foundation people, legislators and other interested groups, members are offered pre-printed sets of mailing labels. 9. TEACHING GRANTSMANSHIP. CMF sponsors grantsmanship seminars throughout the state. Here grantseekers learn the basics about foundations and the art of proposal writing. 10. REFERRING PROFESSIONALS. CMF refers members to researchers, consultants, writers and other qualified professionals. SERVICES MEMBERS �MEMBERSHIP INFORMATION All Michigan private and community grantmaking foundations, banks serving foundations and charitable trusts and corporations with giving programs are eligible to join CMF. CMF is taxexempt under Section 501 (c) (3), and is not a private foundation under Section 509 (a) (1) of the Internal Revenue Code. To support CMF's administrative and program expenses, members contribute annually on a scale based on their asset value, as shown below: Foundations with Market-Value Assets of Under $200,000 $200,000 1 million 5million 10 million 25 million 100 million 300 million Over Membership Contribution $ $ 1 million 5million 10 million 25 million 100 million 300 million 900 million 900 million Banks serving Foundations & Charitable Trusts Corporate Giving Offices 75 200 450 700 1,000 2,000 3,000 5,000 12,000 225 225 A Cooperating Regional Association of Grantmakers with the Council on Foundations, Inc. MEMBERS �COUNCIL OF MICHIGAN FOUNDATIONS MEMBERS Albion Albion Civic Foundation Allegan Allegan Foundation Alpena Besser Foundation Jesse Besser Fund, Inc. Northeast Michigan Community Foundation Ann Arbor Ann Arbor Area Foundation Citizens Trust Earhart Foundation The J. F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Fund The Pryor Foundation Harry A. and Margaret D. Towsley Foundation Bay City Bay Area Community Foundation Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek The Greater Battle Creek Foundation Charles and Jessie Brackett Memorial Scholarship Fund W. K. Kellogg Foundation Kellogg Company Kellogg Company 25-Year Employees Fund, Inc. Kendall Foundation Albert L. and Louise B. Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation Benton Harbor Whirlpool Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area American Natural Resources Company Charles M. Bauervic Foundation, Inc. Chrysler Corporation Fund Comerica Bank-Detroit Detroit Community Trust Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Trust H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. Harder Foundation James and Lynelle Holden Fund J.L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund B.D. and Jane E. Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.O. and Prudence A. Mcintyre Foundation Michigan Bell Telephone Company Michigan Consolidated Gas Company Louise Tuller Miller Trust National Bank of Detroit illiivn Trust �Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Trust H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-lnsley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. Harder Foundation James and Lynelle Holden Fund J.L. Hudson Company Hudson-Webber Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank McGregor Fund B.D. and Jane E. Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.D. and Prudence A. Mcintyre Foundation Michigan Bell Telephone Company Michigan Consolidated Gas Company Louise Tuller Miller Trust National Bank of Detroit William and Mary Pagel Trust The Meyer and Anna Prentis Family Foundation, Inc. Harold and Carolyn Robison Foundation Schwartz Family Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation George M. and Mabel H. Slocum Foundation Community Foundation of Southeast Michigan Edward C. and HazelL. Stephenson Foundation Stroh Brewery Company Mary Thompson Foundation Samuel L. Westerman Foundation Wetsman Foundation Matilda R. Wilson Fund Isadore and Beryl Winkelman Foundation Winkelman Brothers Apparel Foundation MEMBERS �MEMBERS Continued Flint Viola E. Bray Charitable Trust Citizens Commercial and Savings Bank DeWaters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank and Trust Company Charles Stewart Harding Foundation Horizon Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation Ruth Mott Fund James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation NewCentury Bank Allen E. and Marie A. Nickless Memorial Foundation Frem o nt The Fremont Area Foundation Gerber Baby Foods Fund Grand Blanc Grand Blanc Community Foundation Grand Haven Grand Haven Area Community Foundation JSJ Foundation Lee Foundation LoutitFoundation Wigginton Educational Foundation Gra nd Rapids Baldwin Foundation Max D. and Constance M. Boersma Charitable Trust Richard M. and Helen DeVos Foundation L.M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-lves Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S. Hooker Charitable Trust The Keeler Fund The Lexo Charitable Trust Michigan National Bank Old Kent Bank and Trust Company The Sebastian Foundation Steelcase Foundation Union Bank and Trust Company The Wege Foundation MEMBERS Continued Grandville Grand Valley National Bank Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation ConsumeiS Power Company Samuel Higby Camp Foundation HUISt Foundation Jackson Foundation Robert J . S impson Foundation Kalamazoo The Acme Foundation American National Bank and Trust Company Dorothy U. Dalton Foundation First of America-Michigan Havirmill Foundation Kalamazoo Foundation McColl-Batts Foundation The Power Foundation A.M. Todd Company �Union Bank and Trust Company The Wege Foundation MEMBERS Continued Grandville Grand Valley National Bank Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Consumers Power Company Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Robert J. Simpson Foundation Kalamazoo The Acme Foundation American National Bank and Trust Company Dorothy U. Dalton Foundation First of America-Michigan Havirmill Foundation Kalamazoo Foundation McColl-Batts Foundation The Power Foundation A.M. Todd Company The Upjohn Company Harold and Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Frank S. and Mollie S. VanDervoort Memorial Foundation Greater Lansing Foundation Jack F. Wolfram Foundation Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank and Trust Company Comerica Bank-Midland Herbert H. and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles J. Strosacker Foundation MEMBERS �MEMBERS Continued Monroe Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Foundation Trust Community Foundation of Monroe County Muskegon Muskegon County Community Foundation Niles Edward and Irma Hunter Foundation Owosso Alvin M. Bentley Foundation Shiawassee Foundation Rochester Greater Rochester Area Community Foundation St. Joseph Berrien Community Foundation, Inc. Saginaw Arnold and Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Francis Mills Foundation Morley Brothers Foundation Saginaw Community Foundation Second National Bank of Saginaw Wickson-Link Memorial Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Mukti Fund Rotary Charities of Traverse City Traverse Area Foundation, Inc. Zeela nd Herman Miller, Inc. New York, New York The Ford Foundation COUNCIL OF MICHIGAN FOUNDATIONS TREASURER'S REPORT Twelve Months Ending March 31, 1984 Cash Receipts, Disbursements & Cash Balance Cash Balance, March 31, 1983 $ 22,392.63 Cash Receipts 1983-84 Year: Member Contributions Additional Member Contributions Interest Excess Conference Revenue Mailing Label Service Publication Sales Other Special Purpose Grants 1983-84 Cash Received 88,505.00 12,430.00 3,212.46 8,312.19 433.93 321.00 5,128.80 89,957.51 208,300.89 Cash Disbursements 1983-84 Year: Salaries and Related Taxes 73,668.37 R~nt - OtU~.·&-- - - - - ; ; . . . _ --'-:::u:UJI. .uu___;=-- �COUNCIL OF MICHIGAN FOUNDATIONS TREASURER'S REPORT Twelve Months Ending March 31 , 1984 Cash Receipts, Disbursements & Cash Balance Cash Balance, March 31, 1983 Cash Receipts 1983-84 Year: Member Contributions Additional Member Contributions Interest Excess Conference Revenue Mailing Label Service Publication Sales Other Special Purpose Grants 1983-84 Cash Received $ 22,392.63 88,505. 00 12,430.00 3,212.46 8,312.19 433.93 321.00 5,128.80 89 957.51 208,300.89 Cash Disbursements 1983-84 Year: 73,668.37 Salaries and Related Taxes 1,980.00 Rent - Office 4,177. 70 Telephone 4,169.00 Rent - Equipment 2,993.95 Mailing and Postage 2,924.98 Stationery and Supplies 1,841.50 Publication Expenses 4,273.68 Meeting and Travel 329.00 Insurance 778.54 Furniture and Equipment 1,100.00 Computer and Mailing List 422.90 Miscellaneous 624.43 Trustees and Committee Meetings 458.47 Contracted Clerical Expense 4,986.88 Small Conference Expense 90 138.47 Special Purpose Grant Expenses 194 867.87 1983-84 Cash Disbursements 1983-84 Receipts in Excess 13,433.02 of Disbursements 7 525.00 1984-85 Revenue Received in 1983-84 Cash Balance, March 31, 1984 Cash Balance Composed of: Cash on Hand Cash in Checking Account Cash in Savings Account Money Market Account TOTAL $ 43,350.65 $ �BOARD OF TRUSTEES 1984-85 William W. Allen, Vice President and Secretary Elsa U. Pardee Foundation, Midland Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund, Dearborn Nancy Feller, Associate General Counsel The Ford Foundation, New York, NY Allan J . Fletcher, Vice President Comerica Bank-Detroit, Detroit Edward J. Frey, Chairman The Frey Foundation, Grand Rapids Thomas W. Herbert, Vice President and Treasurer The Kresge Foundation, Troy Judith S. Hooker, Trustee Robert L. & Judith S. Hooker Charitable Trust, Grand Rapids Gilbert Hudson, President Hudson-Webber Foundation, Detroit Keith D. Jensen, President The Jensen Foundation, Ann Arbor Ted L. Johnson, Presklent The Fremont Area Foundation, Fremont Howard D. Kalleward, Executive Director The Kalamazoo Foundation, Kalamazoo Donald A. Lindow, Vice President National Bank of Detroit, Detroit Evelyn Mach tel, Vice President Jack F. Wolfram Foundation, Lansing W. Calvin Patterson, lll, District Manager-Corporate Contributions Michigan Bell Telephone Company, Detroit Carl F. Reitz, Secretary Besser Foundation, Alpena James M. Richmond, Vice President W.K. Kellogg Foundation, Battle Creek Margaret A. Riecker, Trustee Herbert H. & Grace A. Dow Foundation, Midland Leonard W. Smith, President The Skillman Foundation, Detroit Peter M. Wege, President The Wege Foundation, Grand Rapids William S. White, Presklent Charles Stewart Mott Foundation, Flint OFFICERS Ted L. Johnson, Chairman W. Calvin Patterson, Ill, Vice Chairman Dorothy A. Johnson, Secretary Thomas W. Herbert, Treasurer STAFF Dorothy A. Johnson, Executive Director Sandra G. Hussey, Office Manager Jeri L. Fischer, Staff Assistant Edith E. Sillars, Editor � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1984_AR_1984-1985_v2 Title A name given to the resource Council of Michigan Foundations Annual Report 1984-1985 v2 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1984-1985 v2. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49605 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1984/1985 https://digitalcollections.library.gvsu.edu/files/original/9fb9444493765e69c4efa85e15bd9d02.pdf 3d00a2fb9c62b1eaf69eeca031cf9bbb PDF Text Text "}.1i :1' 111111111111 Annual Report Council of Michigan FOUNDATIONS An Association of Foundations and Corporations Making Grants for Charitable Purposes �(CMF) CMF Board of Trustees & Officers Edward J. Frey, Chairman The Frey Foundation, Grand Rapids Chairman: Ted L. Johnson, President Emeritus The Fremont Area Foundation, Fremont Willard J. Hertz, Vice President Charles Stewart Matt Foundation, Flint Vice Chairman: Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund, Detroit Vice Chairman: Howard D. Kalleward, Executive Director Kalamazoo Foundation, Kalamazoo Vice Chairman: James M. Richmond, Vice President W.K. Kellogg Foundation, Battle Creek Judith S. Hooker, Trustee Robert L. and Judith S. Hooker Charitable Trust, West Olive Gilbert Hudson, President Hudson-Webber Foundation, Detroit Keith D. Jensen, Presid ent T he Jensen Foundaiton, Ann Arbor Treasure 1 ~Donald A . Lindo·w, Vice President Thomas W. Herbert, Vice President & Treasurer National Bank of Detroit. Detroit The Kresge Foundation, Troy John E . Marshall, ill, Executive Vice President The Kresge Foundation, Troy William W. Allen, Vice President & Secretary Elsa U. Pardee Foundation, Midland W. Calvin Patterson, ill, Executive Director McGregor Fund, Detroit Sue Blandford, Trustee Grand Rapids Foundation, Grand Rapids Herbert H. Dow, President Herbert H. and Grace A. Dow Foundation, Midland Nancy Feller, Associate General Counsel The Ford Foundation, New York Carl F. Reitz, Secretary Besser Foundations, Alpena Margaret A. Riecker, President Harry A. and Margaret D. To·wsley Foundation, Midland Leonard W . Smith, President T he Skillman Foundation. Detroit A llan J. Fletcher, Vice President Comerica Incorporated, Detroit Peter M. Wege, Vice Chairman / Trustee Steelcase Corporation / teelcase Foundation Advisory Cabinet Robert B . Miller, Chairman Albert L. and Louise B. Miller Foundation, Battle Creek 1973-82 1973-74 Nathan B. Driggers, President Harder Foundation, East Detroit 1975-83 Robert A . Risselade, Trust ee The Wege Foundation, Grand Rapids 1975-81 Herman F. Gertz, President Herman and Irene Gertz Foundation, Monroe 1976-82 Herbert F. Spieler, Manager of Public Affairs Consumers Power Company, Jackson 1976-85 AntonyT. Sullivan, Secretary Earhart Foundation, Ann Arbor 1973-74 1975-76 Alfred H . Taylor, Jr., P r esident The Kresge Foundation, Troy 1973-74 1974-75 Cleveland Thurber, Jr., Senior Vice President Comerica Incorporated - Detroit James R. Kettler, Executive Director Ruth Mott Fund, Flint 1973-74 WilliamS . Wh.ite, President Charles Stewart Mott Foundation, Flint 1973-84 Evelyn Mach tel, Vice President Jack F. Wolfram Foundation, Lansing 1977-84 Sally J. Y erex, Second Vice President National Bank of Detroit 1973-83 Chairman: Dr. Russell G. Mawby, Chairman W.K. Kellogg Foundation, Battle Creek Thomas W. Herbert, Vice President & Treasurer The Kresge Foundation, Troy Miles Jaffe, Es q. Honigman, Miller, Schwartz & Cohn, Detroit Robert B. Kerschbaum, Executive Director Ann Arbor Area Foundation Staff President Dorothy A. Johnson Editor, The Michigan Scene John L. Allen Member Seroices Director Sandra G. Hussey Volunteer, Michigan Foundation Center Regional Collections Stevie Hertz Staff Associate Jeri L. Fischer Secretary & Receptionist Judy M. Carl 1973-75 1982-84 �About CMF The Council of Michigan Foundations is a non-profit association of 207 Michigan grantmakers, including 127 private foundations, 27 community foundations, 39 corporate foundations and giving programs, and 14 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 18 other regional associations throughout the country. Purposes • To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. • To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. • To increase private and community foundation and corporate grantmaking resources in the State of Michigan. • To increase the efficiency and effectiveness of Michigan's philanthropic network. • To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. COUNCIL OF MICHIGAN FOUNDATIONS Suite 3, One South Harbor Avenue P.O. Box 599 Grand Haven, Michigan 49417 (616) 842-7080 �'CMF) The Year in Review In 1985-86 the Council of Michigan Foundations strengthened its ability to fulfill its mission to increase the efficiency and effectiveness of Michigan's philanthropic network. During the last year the 21 member Board of Trustees, eight standing committees and staff have accomplished: • Implementation of Strategic Plan and Financial Plan. 125 Members made additional contributions to CMF. • Twenty-four new members. • The 13th Annual Conference in Detroit "Solutions to Community Problems - Ideas That Work" which attracted 510 participants. • CMF Legislative Network met with 18 Congressmen or their staffs in Washington, D.C. to discuss the importance of philanthropy. • Advisory Cabinet provided guidance and leadership on how to fulfill CMF's newest purpose "to increase grantmaking resources in the State of Michigan. " • The CMF office moved to expanded new quarters made possible by The Loutit Foundation and the Grand Haven Area Community Foundation. The Wege Foundation and the Steelcase Corporation provided the office furniture. CMF operations were also enhanced with installation of office automation equipment. • Four one-day workshops on corporate giving issues, fund raising strategies for community foundations, grant evaluation techniques and private foundation tax issues held. • 12 meetin_gs of local grantmakers throughout the state. • Co-sponsored two grantsmanship seminars offered as part of Michigan Bell "Stretching and Raising Dollars" for non-profit organizations. • Served as consultant on establishing private foundations and corporate giving programs and offered assistance to community foundations. • Record sales of fourth edition of the Michigan Foundation Directory and publication of the fifth edition released in spring, 1986. • Publication of 11 Memo to Members; six community foundation Memo to Members and three editions of The Michigan Scene. �Plans for the Future During 1986-87 the Council of Michigan Foundations will continue pursuing the five purposes and provide the several services noted elsewhere in this report. Special emphasis is to be given to CMF's newest purpose "to increase private and community foundation and corporate grantmaking resources in the State of Michigan." Dr. Russell G. Mawby, Chairman, W.K. Kellogg Foundation will serve as Chairman for this effort. We plan to work with individual donors interested in encouraging others to consider making a community foundation contribution or establishing a fund; creating a private foundation or encouraging a corporation to do the same. CMF will provide the technical materials and consultative services. CMF continues to meet the four year strategic planning goals adopted by the Board of Trustees in January, 1985. Membership has increased, members have understood and supported the membership contribution increase and the quality and quantity of services has continued. All of this is made possible by the dedication, commitment and hard work of the CMF volunteers. T he strengthening of the philanthropic network helps grantmakers help others. It's an exciting partnership and we look forward to future developments and challenges. Ted L. Johnson Chairman of the Board Dorothy A. Johnson President �------------------------------------------------------------------------------------------------------------- . '(eMF) Publications CMF keeps members and the public informed of developments and issues in private philanthropy. Publications include: Michigan Foundation Directory, Edition V - A fact-filled bi-annual sourcebook about Michigan foundations for grantors, grantees and the interested public. The Michigan Scene - A quarterly newspaper updating events and issues of concern to Michigan grantmakers. Survey of Michigan Foundation Philanthropy - Analysis of grantmaking patterns. Foundation Tax Law: History, Problems & Prospects - Prepared by William M. Brodhead, Esq. Memo to M embers Private Foundations: The Payout Requirements and Its Effect in Investments and Spending Policies - A study conducted by the University of Michigan Graduate School of Business. Information for Seeking Foundation and Corporate Grants - General guidelines for developing and writing foundation grant proposals. Why and How - A kit that gives the basics of writing annual reports and press releases. Finding Work With Grantmakers - What Are the Chances and Where Should I Look. Occasional Paper: When the I.R.S. Audits Your Foundation Occasional Paper: Corporate Giving Public Information CMF co-sponsors grantsmanship seminars for the grantseeking community. CMF strives to make grantmakers better understood by the public through the media and other forums. 13th Annual Conference site tours to M edical Center, Fo-cus: Hope~- "]lemy -Ford Museum / Greenfield Village, Riverfront Developmenf(md Gallery T ours were extremely popular. CMF publications are used by foundation and corporate trustees, officers, staff, grantees and the public. ~ �a 7 'CMF) Additional Support Received from CMF Members 1985-86 125 CMF Members contributed more than $240,000 in grants and in-kind equipment during the past year to fulfill the purposes of the organization over and above their regular membership contribution. Private Foundations The Acme Foundation Allen Foundation, Inc. Claude D. and Etta Andrews Foundation Alvin M. Bentley Foundation Besser Foundation Jesse Besser Fund, Inc. Max D. and Constance M. Boersma Charitable Trust Viola E. Bray Charitable Trust Samual Higby Camp Foundation Dorothy U. Dalton Foundation Detroit Neurosurgical Foundation Herbert H. and Grace A. Dow Foundation Dyer-Ives Foundation Richard and Helen DeVos Foundation L.M. Dexter Charitable Trust Earl-Beth Foundation Glenn D. Curtis Edmore Trust J.F. Ervin Foundation George and Elise M. Fink Foundation The Frey Foundation Herman and Irene Gertz Foundation Harder Foundation Charles Stewart Harding Foundation Robert L. and Judith S. Hooker Charitable Trust Hougen Foundation Hudson-Webber Foundation Edward and Irma Hunter Foundation The Jensen Foundation The Kantzler Foundation The Keeler Fund W.K. Kellogg Foundation Kellogg Company 25-Year Employees Fund Elizabeth E. Kennedy Fund The Kresge Foundation Lexo Charitable Trust Lyon Foundation, Inc. Alex and Marie Manoogian Foundation McGregor Fund B.D. and Jane E. Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.D. and Prudence A. Mcintyre Foundation Allen H. Meyers Foundation Albert L. and Louise B. Miller Foundation Louise Tuller Miller Trust Morley Brothers Foundation Charles Stewart Mott Foundation Ruth Mott Fund Mukti Fund Allen E. and Marie A. Nickless Memorial Foundation O.P . and Louise M. Osthelder Foundation William and Mary Pagel Trust Elsa U. Pardee Foundation The Power Foundation Harold and Carolyn Robison Foundation Schwartz Family Foundation The Shiffman Foundation The Skillman Foundation George M. and Mabel H. Slocum Foundation Charles J. Strosacker Foundation Mary Thompson Foundation Harry A. and Margaret D. Towsley Foundation W.E. Upjohn Institute for Employment Research Harold and Grace Upjohn Foundation The Vicksburg Foundation The Wege Foundation James A. Welch Foundation W etsman Foundation Wigginton Educational Foundation Wickson-Link Memorial Foundation Community Foundations Albion Civic Foundation Ann Arbor Area Foundation Greater Battle Creek Foundation Bay Area Community Foundation Berrien Community Foundation, Inc. Community Foundation of St. Clair County Community Foundation for Southeastern Michigan Flint Area Health Foundation The Flint Public Trust Greater Frankenmuth Area Community Foundation The Fremont Area Foundation Grand Blanc Community Foundation Grand Haven Area Community Foundation Grand Rapids Foundation Holland Community Foundation Kalamazoo Foundation Muskegon County Community Foundation Northeast Michigan Community Foundation Greater Rochester Area Community Foundation Rotary Charities of Traverse City Saginaw Community Foundation Shiawassee Foundation Banks American National Bank and Trust Co. of Michigan Chemical Bank and Trust Company Citizens Commerical and Savings Bank Comerica Incorporated First of America - Michigan Genesee Merchants Bank Manufacturers National Bank of Detroit National Bank of Detroit Union Bank and Trust Company Corporate Foundations and Corporations Aeroquip Foundation Chrysler Corporation Fund Detroit Edison Company Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation Fibre-Converters Foundation, Inc. Fisher-Insley Foundation Ford Motor Company Fund JSJ Foundation Kowalski Sausage Charitable Trust La-Z-Boy Chair Foundation Michigan Bell Telephone Company Simpson Industries Steelcase Foundation A.M. Todd Company Foundation Whirlpool Foundation �'(eMF) 1985-86 Committees The Chairman and President serve as ex-officio members of all CMF committees. Audit Committee is responsible for overseeing the annual audit procedure. Carl F. Reitz, Chairman Besser Foundations Thomas W. Herbert The Kresge Foundation Judith S. Hooker Robert L. and Judith S. Hooker Charitable Trust Detroit Area Grantmakers Program Committee plans eight meetings annually for Metropolitan Detroit grantmakers. Leonard W. Smith, Chairman The Skillman Foundation Mary E . Bradish Michigan Consolidated Gas Company Marvin A. Frenkel The Meyer and Anna Prentis Family Foundation N. James Levey The Shiffman Foundation Richard Levey The Shiffman Foundation W. Calvin Patterson, III McGregor Fund Gilbert Hudson Hudson-Webber Foundation Amy Turner Detroit Neurosurgical Foundation A. Randolph Judd Lyon Foundation, Inc. Deborah Wallace The Kresge Foundation Kent County Donor's Forum meets quarterly to discuss common interests of the Greater Grand Rapids area. (Photo courtesy of Steelcase Corporation Photo Department) �a (CMF) Government Relations Committee is responsible for CMF's communications and relations with outside organizations, as well as with elected and appointed government officials. This Committee also makes recommendations to the Board and membership with regard to taking positions on issues affecting grantmakers and their grantee organizations. James M. Richmond, Chairman W.K. Kellogg Foundation William W. Allen Elsa U. Pardee Foundation Steve Economy Michigan Bell Telephone Company Nancy Feller The Ford Foundation Edward J. Frey The Frey Foundation Willard J. Hertz Charles Stewart Mott Foundation Judith S. Hooker Robert L. and Judith S. Hooker Charitable Trust Ted L. Johnson The Fremont Area Foundation James R. Kettler Ruth Mott Fund N. James Levey The Shiffman Foundation E.B. Morley, Jr. Morley Brothers Foundation Nancy E. Polis General Motors Foundation Ranny Riecker Harry A. and Margaret D. Towsley Foundation Information Systems Committee disseminates information about Michigan foundations and coordinates internal information efforts desired by member foundations. Ranny Riecker, Chair Harry A. and Margaret D. Towsley Foundation Robert E. Hencey W .K. Kellogg Foundation Michael Dively Mukti Fund Stevie Hertz Michigan Foundation Center Regional Collections Raymond A. Finley The Flint Public Trust Barbara J. Getz The Kresge Foundation Judy Y. Samelson Charles Stewart Mott Foundation Membership Committee recommends to the Board plans for recruiting member organizations and brings to the Board policy questions regarding eligibility for membership. Donald A. Lindow, Chair National Bank of Detroit Joyce F. Hecht David M. and Joyce F. Hecht Foundation Leo J. Brennan, Jr. Ford Motor Company Fund Gilbert Hudson Hudson-Webber Foundation Allan J. Fletcher Comerica Incorporated Robert D. Sarow Kantzler Foundation Esther Gerstacker Midland Foundation Peter M. Wege Steelcase Corporation/Steelcase Foundation Membership Services Committee evalutes CMF services, develops new services and informs members of existing services available. Howard D. Kalleward, Chairman Kalamazoo Foundation Laura A. Davis W.K. Kellogg Foundation Kay W. Hunt Detroit Edison Company Frances A. Hanson Winship Memorial Scholarship Fund Keith D. Jensen The Jensen Foundation Alyce Jinian Michigan Bell Telephone Company Ronald N. Kilgore Dorothy U. Dalton Foundation Cathy Nelles Charles Stewart Mott Foundation W. Calvin Patterson, III McGregor Fund Leonard W. Smith The Skillman Foundation Bertram W. Vermeulen The Fremont Area Foundation �. '(eMF) Nominating Committee reviews the slate of officers and recommends candidates for election to the Board . Allan J. Fletcher, Chairman Judith S. Hooker Comerica Incorporated Leo J. Brennan, Jr. Ford Motor Company Fund Thomas W. Herbert The Kresge Foundation Robert L. and Judith S. Hooker Charitable Trust Ranny Riecker Harry A. and Margaret D. Towsley Foundation 13th Annual Conference Program Committee plans the program for the annual conference. John E. Marshall, III, Chairman The Kresge Foundation Richard Levey The Shiffman Foundation Clifford 0. Boyce Steelcase Foundation Ray B. Loeschner Charles Stewart Mott Foundation E.N. Brandt Rollin M. Gerstacker Foundation W. Calvin Patterson, III McGregor Fund Beth Goebel Dyer-Ives Foundation Carl F. Reitz Besser Foundations Robert E. Hencey W.K. Kellogg Foundation Beverly B. Smith National Bank of Detroit John E. Hopkins Kalamazoo Foundation Leonard W. Smith The Skillman Foundation Kay W. Hunt Detroit Edison Company Sally ]. Yerex National Bank of Detroit Public Issues Committee meets at the re([uest of the Board to address questions raised by the membership as well as to consider general subjects pertaining to philanthropy. Leo]. Brennan, Jr., Chairman Ford Motor Company Fund Keith D. Jensen The Jensen Foundation Fred W. Corwin CMF Advisory Cabinet Mark C. Stevens Alvin M. Bentley Foundation Joyce F. Hecht David M. and Joyce F. Hecht Foundation Leonard W. Smith The Skillman Foundation Task Force on Religious Philanthropy is exploring the growing role of grantmaking organizations sponsored by, or affiliated with, religious groups. Willard J. Hertz, Chairman Charles Stewart Mott Foundation DanS. Voydanoff National Bank of Detroit Kay W. Hunt Detroit Edison Company George M. Zeltzer Jewish Community Foundation Bertram W. Vermeulen The Fremont Area Foundation CMF also provides staff assistance to the ad-hoc Task Force on Ways to Improve Philanthropy in Michigan. The Executive Committee is comprised of officers, standing committee chairmen and William W. Allen. Michigan Foundation Center Regional Collections provide a core collection of Foundation Center publications and a variety of supplementary materials and services in subject areas useful to grantseekers. Alpena County Library Henry Ford Centennial Library Grand Rapids Public Library The Library, Michigan Technological University Purdy/Kresge Library, Wayne State University Michigan State University Libraries University of Michigan- Flint Farmington Community Library University of Michigan - Ann Arbor �(CMF) Financial Statement Treasurer's Report Statement of Financial Position as of March 31, 1986 Assets Cash on Hand and on Deposit $ Investments, Money Market Fund Properties Contributed Furnishings Contributed Equipment $ 7,170.68 3,463.00 Purchased Furnishings Purchased Equipment Less Accumulated depreciation 14,210.81 65,599.94 79,810.75 11,000.96 8,280.19 Liabilities and Fund Balances Deferred Revenue, member contributions $57,680.00 112,463.45 10,633.68 Fund Balances Properties Fund General Operations Fund Special Projects Funds $ 79,443.47 52,298.74 10,764.90 68,809.79 $200,187.11 ----~--------~---- Notes to Financial Statement March 31, 1986 1. Summary of Significant Accounting Policies a. b. Organization The Council of Michigan Foundations, Inc. is a non-profit membership organization founded in 1973 and incorporated in 1975. Members are private and community foundations, banks serving foundations and charitable trusts, and corporations with giving programs. Statement Presentation The accompanying financial statements have been prepared on the cash basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into fund groups. Funds restricted for Specially Funded Projects are distinguished from General Operating Funds. Both the General Operating Fund and the Special Project Funds are authorized by the Council's Board of Trustees with the establishment of approved revenue and expense budgets at the beginning of each year. The Treasurer's Report of the Statement of Revenue and Ex- penses and Changes in Fund Balances report the activity detail by fund groups, resulting in the impact on the Fund Balance for each fund. Revenues received and expenses paid in the current year pertaining to project activity of a future period are recorded as deferred revenue and expense on the Balance Sheet of the present period. c. The Council capitalizes all expenditures for furniture and equipment. Purchased furniture and equipment are depreciated on the straight-line method over their estimated useful lives. Furniture and equipment contributed in kind to the Council are reported as contributions at approximate fair market value on the date of such contributions and are not depreciated. 2. Tax Status CMF is tax-exempt under Section 501(c)(3) and is not a private foundation under Section 509(a) (1) of the Internal Revenue Code. 142,507.11 $200,187.11 �(eMF) I Statement of Revenue and Expenses and Changes in Fund Balances Year Ended March 31, 1986 General Operating Fund Specially Funded Projects Properties Fund Total All Funds Support and Revenue Membership Contributions New Member Contributions Additional Contributions Interest Earned Mailing Label Service Publication Revenue Survey & Directory Revenue Major Conference Revenue Small Conference Revenue Other Income Total Support & Revenue $101,850.00 5,425.00 56,910.00 4,372.33 590.91 160.60 5,085.75 69,967.78 9,703.32 277.19 254,342.88 $ $112,187.81 217.00 3,758.04 9,181.16 17,080.46 4,816.13 9,882.35 1,103.13 9,340.61 $ $ $101,850.00 5,425.00 165,580.68 4,372.33 590.91 160.60 5,085.75 69,967.78 9,703.32 3,294.95 366,031.32 $ 108,670.68 3,017.76 111,688.44 Expense Salaries, taxes & benefits Contracted Services Occupancy Costs Telephone & Postage Printing & Publications General Supplies Meetings & Travel Costs Mailing Label Survey & Directory Dues & Subscriptions Insurance Maintenance expense Major Conference expense Small Conference expense Other expense Depreciation Total Expense Excess (deficiency) of Support and Revenue over Expenses Fund Balances, 3/31/85 Transfers, Furniture and Equipment Acquisitions Disposals, Furniture, Equipment and Leasehold Improvements Transfers to General Fund Fund Balances, 3/31/86 251,707.63 23,643.59 6,855.00 6,855.00 $112,187.81 10,250.25 3,758.04 10,532.04 17,253.61 6,602.25 11,002.08 1,103.13 9,340.61 100.00 987.00 9,492.76 69,394.65 11,494.20 1,852.79 6,855.00 282,206.22 2,635.25 88,044.85 (6,855.00) 83,825.10 50,515.07 (183.27) 974.40 (78,922.66) 14,758.46 79,105.93 66,247.93 (7,565.92) (7,565.92) $ 79,443.47 $142,507.11 812.00 3,575.90 69,394.65 9,662.46 695.93 10,033.24 1,350.88 173. 15 1,786.12 1,119.73 100.00 175.00 5,916.86 1,831.74 1,156.86 (668.31) 668.31 $ 52,298.74 $ 10,764.90 �(CMF) Council of Michigan Foundations' Members Addison Knight Family Charitable and Educational Foundation Albion Albion Civic Foundation Alpena Besser Foundation Jesse Besser Fund, Inc. Northeast Michigan Community Foundation Ann Arbor Ann Arbor Area Foundation Citizens Trust Earhart Foundation The ].F. Ervin Foundation The Jensen Foundation Elizabeth E. Kennedy Fund The Pryor Foundation Harry A. and Margaret D. Towsley Foundation Bay City Bay Area Community Foundation Kantzler Foundation Oscar P. and Louise H. Osthelder Charitable Foundation Battle Creek Greater Battle Creek Foundation Guido A. and Elizabeth H. Binda Foundation Charles and Jessie Brackett Memorial Scholarship Fund W.K. Kellogg Foundation Kellogg Company Kellogg Company 25-year Employees Fund, Inc. Kendall Foundation McCurdy Scholarship Foundation, Inc. Albert L. and Louise B. Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund Benton Harbor Whirlpool Foundation Buckley VanValkenburg Foundation Cadillac Kysor Industrial Corporation Foundation Caro Claude D. and Etta H. Andrews Foundation Detroit Metropolitan Area Allied Corporation American Natural Resources Company Ameritech Publishing, Inc. William R. Angell Foundation Charles M. Bauervic Foundation, Inc. Bauervic-Carroll Foundation Bauervic-Paisley Foundation Bundy Foundation Burroughs Corporation Gerald W. Chamberlin Foundation, Inc. Cluysler Corporation Fund Comerica Incorporated Community Foundation for Southeastern Michigan Detroit Edison Company Detroit Neurosurgical Foundation Earl-Beth Foundation Glenn D. Curtis Edmore Trust H.T. Ewald Foundation Ex-Cell-O Corporation Foundation Federal-Mogul Corporation Charitable Trust Federal Screw Works Foundation, Inc. George R. and Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund Fruehauf Foundation General Motors Foundation Gordy Foundation, Inc. Harder Foundation Clarence and Jack Himmel Foundation James and Lynelle Holden Fund The ].L. Hudson Company Hudson-Webber Foundation Jewish Community Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex and Marie Manoogian Foundation Manufacturers National Bank of Detroit Masco Corporation Charitable Trust McGregor Fund B.D. and Jane E . Mcintyre Foundation C.S. and Marion F. Mcintyre Foundation W.D. and Prudence A. Mcintyre Foundation Michigan Bell Telephone Company Michigan Consolidated Gas Company Michigan Health Care Education & Research Foundation, Inc. Louise Tuller Miller Trust National Bank of Detroit William and Mary Pagel Trust The Meyer and Anna Prentis Family Foundation, Inc. Harold and Carolyn Robison Foundation Sage Foundation Schwartz Family Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward C. and Hazel L. Stephenson Foundation Stroh Brewery Company Mary Thompson Foundation Samuel L. Westerman Foundation Wetsman Foundation Matilda R. Wilson Fund Isadore and Beryl Winkelman Foundation Flint Viola E. Bray Charitable Trust Citizens Commerical and Savings Bank De Waters Charitable Trust Flint Area Health Foundation The Flint Public Trust Genesee Merchants Bank and Trust Company Charles Stewart Harding Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation Ruth Mott Fund James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation NewCentrv Bank Allen E . a~d Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation The Gerber Companies Foundation Grand Blanc Grand Blanc Community Foundation Grand Haven Erickson Foundation Grand Haven Area Community Foundation JSJ Foundation Lee Foundation The Loutit Foundation Wigginton Educational Foundation �Council of Michigan Foundations' Members Grand Rapids Baldwin Foundation Max D. and Constance M. Boersma Charitable Trust Richard M. and Helen DeVos Foundation L.M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-Ives Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S. Hooker Charitable Trust The Keeler Fund The Lexo Charitable Trust Loosemore Foundation Michigan National Bank Old Kent Bank and Trust Company The Sebastian Foundation Steelcase Foundation Union Bank and Trust Company The Wege Foundation Grandville Grand Valley Nati.onal Bank Hartland Heartland Foundation Holland Holland Community Foundation Jackson Aeroquip Foundation Samuel Higby Camp Foundation Hurst Foundation Jackson Foundation Jacobson Stores Foundation Robert J. Simpson Foundation Kalamazoo The Acme Foundation American National Bank and Trust Company Dorothy U. Dalton Foundation First of America-Michigan Irving S. Gilmore Foundation, Inc. Havirmill Foundation Kalamazoo Foundation McColl-Batts Foundation The Power Foundation A.M. Todd Company Foundation The Upjohn Company Harold and Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Greater Lansing Foundation W.B. and Candace Thoman Foundation FrankS. and Mollie S. VanDervoort Memorial Foundation Marcellus Marcellus Community Foundation, Inc. Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank and Trust Company The Herbert D. and Junia Doan Foundation The Dow Chemical Company The Dow Chemical Company Foundation Dow Corning Foundation Herbert H . and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles J. Strosacker Foundation Monroe Community Foundation of Monroe County Herman and Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Foundation Trust Muskegon Muskegon County Community Foundation Sealed Power Foundation Niles Edward and Irma Hunter Foundation Okemos Talbert and Leota Abrams Foundation Owosso Alvin M. Bentley Foundation Shiawassee Foundation Port Huron Community Foundation of St. Clair County Rochester Greater Rochester Area Community Foundation St. Joseph Berrien Community Foundation, Inc. Saginaw Arnold and Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Francis Mills Foundation Morley Brothers Foundation Saginaw Community Foundation Wickson-Link Memorial Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Mukti Fund Rotary Charities of Traverse City Traverse Area Foundation, Inc. Ypsilanti Trans Continental Airlines-Airtrust Foundation Zeeland Herman Miller, Inc. New York The Ford Foundation The Iacocca Foundation COUNCIL OF MICHIGAN FOUNDATIONS Suite 3, One South Harbor Avenue P.O. Box 599 Grand Haven, Michigan 49417 (616) 842-7080 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1985_AR_1985-1986 Title A name given to the resource Council of Michigan Foundations Annual Report 1985-1986 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1985-1986. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49635 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1985/1986 https://digitalcollections.library.gvsu.edu/files/original/197a922caebb9d75a03f03cd677313d8.pdf cb788fe966625558976a954ca1ac3ed7 PDF Text Text 111 Annual Report -Council of Michigan fOUNDATIONS An Association of foundations and Corporations Making Grants f~r Charitable Purposes �CMF Board vf -T rustees & Officers Chairman: Ted L. Johnson, President Emeritus The Fremont Area Foundation, Fremont Nicholas M. Gabriel, Comptroller The Ford Foundation, New York Willard J. Hertz, Vice President Charles Stewart Mott Foundation, Flint Vice Chairman: Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund, Detroit Vice Chairman: Howard D. Kalleward, Executive Director Kalamazoo Foundation, Kalamazoo Vice Chairman: John E. Marshall Ill, Executive Vice President The Kresge Foundation, Troy Judith S. Hooker, Trustee Robert L. and Judith S. Hooker Charitable Trust, West Olive Gilbert Hudson, President Hudson-Webber Foundation, Detroit Keith D. Jensen, President The Jensen Foundation, Ann Arbor Treasurer: Donald A. Lindow, Vice President Thomas W. Herbert, Vice President & Treasurer National Bank of Detroit, Detroit The Kresge Foundation, Troy W. Calvin Patterson III, Executive Director McGregor Fund, Detroit William W. Allen, Vice President & Secretary Elsa U. Pardee Foundation, Midland Carl F. Reitz, Secretary Besser_Foundations, Alpena Sue Blandford, Trustee Grand Rapids Foundation, Grand Rapids Margaret A. Riecker, President Harry A. and Margaret D. Towsley Foundation, Midland Herbert H. Dow,~.P_resident Herbert H. and Grace A. Dow Fou11dation, Midland Leonard W. Smith, President The Skillman Foundation, Detroit Allan J. Fletcher, Vice President Comerica Incorporated, Detroit Dr. Robert D. Sparks, President W.K. Kellogg Foundation, Battle Creek Edward J. Frey, Chairman The Frey Foundation, Grand Rapids Peter M. Wege, Vice Chairman/Trustee "Steelcase Corporation/ Steelcase Foundation, Grand Rapids Advisory Cabinet Chairman: Dr. Russell G. Mawby, Chairman W.K. Kellogg Foundation, Battle Creek 1973-74 Nathan B. Driggers, President Harder Foundation, East Detroit 1975-83 Herman F. Gertz, President 1976-82 Herman and Irene Gertz Foundation, Monroe Thomas W. Herbert, Vice President & Treasurer The Kresge Foundation, Troy 1976-85 1975-76 Miles Jaffe, Esq. Honigman, ~Miller, Schwartz & Cohn, Detroit James M. Richmond, Executive Director 1981-86 Community Foundation of Greater Greenville, South Carolina Robert A. Risselade, Trustee The Wege Foundation, Grand Rapids 1975-81 Herbert F. Spieler, Manager of Public Affairs Consumers Power Company, Jackson 1973-75 Antony T. Sullivan, Secretary Earhart Foundation, Ann Arbor 1973-74 Alfred H. Taylor, Jr., President The Kresge Foundation, Troy 1973-74 1982-84 James R. Kettler, Executive Director Ruth Mott Fund, Flint 1973-74 Evelyn J\!achtel, Vice President Jack. F. Wolfram Foundation, Lansing 1977-84 Cleveland Thurber, Jr., Senior Vice President Comerica Incorporated, Detroit Rob.ert B. Miller, Chairman Albert L. and Louise B. Miller Foundation, - Battle Creek 1973-82 WilliamS. White, President Charles Stewart Mott Foundation, Flint 1973-84 Sally J. Yerex, Second Vice President National Bank of Detroit, Florida 1973-83 ~=~staff President -"'<· Dorothy A. Johnson Member Services Director . Sandra G. Hussey Staff Associate Jeri L. Fischer Editor, The Michigan Scene John L. Allen Volunteer, Michigan Foundation Center Regional Collections Stevie Hertz Secretary & Receptionist Judy M. Carl ( 1) �About CMF -----------~~~~ The Council of Michigan Foundations is a nonprofit association of 207 Michigan grantmakers, including 129 private foundations , 28 community foundations, 37 corporate foundations and giving programs, and 13 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF' s purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 18 other regional associations throughout the country . Purposes • To provide the means for regular exchang~ of ideas, experiences, information and expertise among Michigan grantmakers. --.._ • To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. • To increase private and communityJoundation and corporate grantmaking resources in the State of Michigan. • To increase the efficiency and effectiveness of Michigan's philanthropic network. • To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. COUNCIL OF MICHIGAN FOUNDATIONS Suite 3, One South Harbor Avenue P.O. Box 599 Grand Haven, Michigan 49417 (616)842 -7080 c 2) �'. - The Year in Review During 1986-87 the Council of Michigan Foundations provided a wide range of services to its 207 members, thus fulfilling s<::ores of objectives outlined in the Plan of Work adopted earlier by -tht:;=Boar-d of Trustees. -J\mong the highlights of the year's accomplishments were these: Programs • The 14th Annual CMF Conference in Battle Creek, November 5-7, chaired by Leonard W. ~Smith and Laura A. Davis attracted 540 foundation and corporate trustees and staff from throughout the state. • .Three Spring School workshops in March, April, and May of 1987, covering community foundation growth, corporate philanthropy, and reactive I proactive ~ grantmaking. • R~gional meetings for foundation grantmakers in Kent County, Detroit, and the Battle Creek --area, as well as co-sponsorship of grantsmanship seminars with other nonprofit organizations = ---~in seyen locations throughout -the state. Publications _! __Rele}lse of the 5th Edition of The Michigan Foundation Directory. · -Distribution of 12 general MemiJs to Members, eight Memos to Members specifically aimed at community foUndations, three tabloids and five Occasional Papers. • Preparation and distribution of the brochure, 5 Blue-Ribbon Ways to Give Away Your Money. • Preparation and distribution of Estciqlishing a Charitable Foundation in Michigan, authored by Duane L. Tarnacki, Esq:; -Clark,~ Klein and Beaumont. _=!.i)istribution of video - tape of th~ Michigan Bell Telephone - Company Grantsmanship ·panels. • Circulation of 3,000 copies of the booklets, Information for Seeking Foundation and Corporate Grants, and The Survey of Michigan Foundation Philanthropy. Governl!l~nt -and others -. • CMFhas worked closely with fourteen community foundations during 1986-87 to forward the -- = work of the State ofMichigan Community Foundation Energy Initiative, established to dislribute some $3,000,000 in rebates-from Exxon to the people of Michigan. Liaison with - = - ---~ Contact with Congressmen representing the state~ s 18 congressional districts. Close work-with - _-~- - ~-' legislators to protect the interests of foundations under the new rules preposed for govema_!ii:e_ -- i:~?of lebbying efforts. - • C~ntinuing contact with the Council on Foundations' Regional Association of Grantmakers, the Foundation Center, the National Charities Information Bureau, Independent Sector, United Way Qf Michigan, and other similar organizations concerned with the general welfare and _philan: _ Ethlogic endeavor.__ =-:'-=. ~- _ �'Yo-rtKNoting - --i\!llii~li!!ii&illiiiE!iilliillill!lBBEl'll&~------­ -Membership contributions supported the activities=ami programs instituted to fulfill CMF's five purposes_.-It should be noted that 100 foundations arid corporate Members volunteered additional support gifts ·totalling -nearly $159,000. -The Council ofMidiiganFoundations' -BoardofTrustees, Advisory Cabmet, committee members, and staJf are comi!rilted .fo~ enliimci~g.- l~proving -<!nd increasing philantfiropy. We _will CQD.tinue to encourage all-:-gi_ying and particularly work to form private and community-foundations and cor-- -porate-givirig programs in the state. CMF fs in the business of helping grantmakers to help others! £"-::-Ted L. Johnson~>=' - -.r ="::c.Chw® an.c Dorothy A : Johnson -Pre$Zaent _ · · �i; Services I· Education and Training Programs CMF holds an annual conference during which grantmakers exchange ideas on programmatic and administrative issues and challenges . CMF sponsors three or more Spring School sessions- one-day workshops on topics of interest to private foundations, community foundations and corporate grantmakers. CMF facilitates Grantmakers Visitations: one-day meetings at which time host grantmakers share with other CMF Members how they conduct the business of grantmaking. Donors, lawyers and accountants at a seminar on charitable giving. lI William V. Weatherston, Vice President, Stroh Brewery Company (center) and Debra Bailey, Manager Corporate Relations, Herman Miller Inc. greet Dr. james P . Shannon, Vice President, General Mills Foundation at spring corporate workshop. j j j! 11 i j I li Government Relations CMF tracks developments in philanthropy in both Congress and the Michigan Legislature. CMF helps represent Members' interests with government bodies. CMF communicates with government representatives the important functions of Michigan foundations. CMF reports the latest IRS regulations, Treasury rulings and other government actions affecting foundations. CMF coordinates Member's legislative network. ( 5) �I '(eMF) Consultation 011 How to Start a Private, Community, Corporate Foundation or Corporate Giving Progratn CMF provides the legal and technical information on how to establish foundations. CMF exchanges information on why and how others have created a grantmaking foundation or corporate giving program. Technical Assistance CMF responds to requests from Members every week for "how-to" information on management procedures, grantmaking systems and other process questions. CMF meets with individual Members seeking consultation on their grantmaking program, establishing priorities, raising money for community foundations and other such requests. CMF helps Members write and produce their own annual reports . Convenor - - - - - - - - - - - - - - CMF plans and facilitates meetings of local grantmakers around subjects of common interest. CMF sponsors topical workshops of interest to Members. CMF Advisory Cabinet Chairman, Dr. Russell G. Mawby, Chairman, W.K. Kellogg Foundation and Mariam C. Noland, Executive Director, Community Foundation for Southeastern Michigan present Governor james]. Blanchard a certificate to recognize his leadership of the State of Michigan Community Foundation Energy Initiative . Fourteen community foundations are participating, and CMF is serving as the fiscal agent. ( 6) �Publications · l!iil!R~--~~---------~-~-• - CMF keeps Members and the public inforilled of developments and issues: in private philanthropy. ·Publications inc!ude: ~ Oe_egsional Paper I: When the-I.R.S. AQdits Your Foundation .,'- OecasiohaJ::Paper II: Corporate Giving . Occasional Paper III: Private Foundations: How to Make Estimated Tax Payments Required by . the Tax Reform -Act of f986 · Occasional Paper IV: Private Foundations and the Problem of "Tipping": A Descrip.tion of the ·Probl~fu·· ~d Some-Practical-Suggestions -- - ~!:. Use in Grantmaking -- Occaszonal Paper V: The Grantmaking Process: Setting Priorities, Assessing, Evaluating Establishing a Charitable Foundation in Michigan - Prepared by Duane L. 1'amacki, Esq., a V:aluable reference tool, explaining laws and regulations for creating a private foundation, ·corporate foundation, c9mmunity foundation, supporting organization or public charity. · ~5]Jlu$,Ribbon Ways to Give Away Your Money - The five major ways to make a gift are described, " whal can be given and-where to receive additional advice. Sample Private Foundation, Community Foundation and Corporate Giving Program Grant Proposals. Michigan Founrkltion Directory, Edition V-A fact-filled triennial sourcebook about Michigan foundations for grantors, grantees and the interested public. The Mzcbigan Scene .~ A quarterly newspaper updating events_and issues of concern to Michigan grantmaker-s. . • ~ ....__ Survey a/Michigan Foundation Philanthropy- An analysis of grantmaking patterns. Foundation Tax Law: History, Problems & Prospects- Prepared by William M. Brodhead, Esq. Memo.~tiJ • well Members - A monthly report td CMF Members concerning issues that affect national as as-~Michigan grantmakers, recent -philanthropic publications, upcoming events, etc. _ Private Foundations: ·The Payout Requirements and Its Effect in Investments and Spending Policies A study conducted by the University of Michigan Graduate School of Business. Infonnation for Seeking Foundation and Corporate Grants - General guidelines for developing and writing f.Qundation grant _proposals. Hlhy and How -A kit that gives the basics of writing annual reports and press releases. Finding Work With Grantmakers- What are the chances and where should a jobseeker look for employment with foundations. Public InfO-rmation ---~-----= CMF co-sponsors grantsmanship seminars for the grantseeking community. CMF strive£ to-make _grantll!akers better understood by the public through, the media and other forums. - ( 7) �[ i 'I H :1 l i .t _i]\tfditiotial -Support ·'~ Received _ from Cl\tiF lVIe-m bers - 1986·87 lOQ CMF Members contributed more than $159,000 in grants and in-kind equipment during the · past' ye~ :te fulfilf .tbe' gurposes of th~ organization over_and above their regular membership · contribution. · ----= -:::__ · = - - -· Private Foundations Harry A. and MargaretD. Towsley Foundation Talbert and Leota "Abrams Foundation Harold and. Grace Upjolm Foundation The Acme Foundation The Vicksburg Fotmdation Allen Foundation, Inc. The Wege Foundation Claude D. and Etta H. Andrews Foundation Wiggmton Educational Foundation Alvin M . ·Bentley"Foundation _ Matilda R. Wilson Fund Jesse Besser Fund, Inc~ Besser Foundation Community FQundations Max D. and Constance M . Boersma Charitable Trust Berrien Community Foundation, Inc. Gerald W. Chamberlin Foundation, Inc. Community Foundation for Southeastern Michigan Dorothy U. Dalton Foundation Community Foundation of Monroe County Detroit Neurosurgical Foundation Community Foundation of St. Clair County Richard M. and Helen DeVos Foundation Flint Area Health Foundation Herbert H: and Grace A: Dow Foundation The Flint Public Trust Dyer-Ives Foundation . The Fremont Area Foundation Earl-Beth Foundation Grand Haven Area Community Foundation Glenn D. Curtis Edmore Trust Grand Rapids Foundation Erickson Foundation Kalamazoo Foundation H.T. Ewald Foundation The Midland Foundation . Fisher-Insley Foundation Muskegon County Community Foundation The Frey Foundation Northeast Michigan Community Foundation Herman and Irene Gertz Foundation Greater Rochester Area Community Foundation Irving S. Gilmore Foundation _ Rotary Charities .of Traverse City : · Harder Foundation Saginaw Community Foundation Charles Stewart Harding Foundation Shiawassee Foundation Heartland Foundation Clarence and Jack Himmel Foundation Corporate Foundations and Corporations Robert L. and Judith S. Hooker Charitable Trust American Natural Resources Company Hougen Foundation Ameritech Publishing, Inc. _ Hud~ron-Webber FoUI!dation Burroughs Corporation · · -· Edward and Irma Hunter Founoation Chrysler Corporation Fund JeWish Community Foundation Federal-Mogul Corporation Charitable Trust The Kantzler Foundation Federal Screw Works Foundation, Inc. The Keeler Fund General Motors Foundation W:-K. Kellogg Foundation The J.L. Hudson Company The Kellogg Company 25-Year Employees Fund, Inc. JSJ Foundation TheeKresge Foundation _ _ · La-Z-Boy Chair Foundation -- The I:exo Charitable Trust Masco Corporation Charitable Trust The Loutit Foundation Michigan Bell Telephone Company - Lyofi~Eoundation, Inc. · Monroe Auto Equipment Trust McGregor Fund Sealed Power Foundation B.D: and Jane E. Mcintyre Foundation Simpson Industries Fund CS. and Marion F. Mcintyre Foundation Steelcase Foundation W .D. and Prudence- A. Mc:{ntyre Foundation Stroh Brewery Company Allen H. Meyers Fotindation, Inc. A.M. Todd Company Foundation Albert L. .and Louise B.- Miller Foundation The Upjolm Company Morley..Brothers FoundationWhirlpool Foundation· Charles Stewart Mott Foundation Allen E . and Marie A.. Nickless Memorial Foundation Oscar P. and Louise M. Osthelder Charitable Foundation William and Mary Pagel Trust The Power .Foundation -·- The Pryor Foundation Harold and Carolyn Robison.'Foundation May Mitchelr Royal Found_ation The Sebastian Foundation· The Skillman Foundation George M. and Mabel H. Slocum Foundation Edward C. and Hazel L. Stephenson Foundation (8) �(CMF) 1986-87 Committees The Chairman and President serve as ex-officio Members of all CMF committees . Audit Committee is responsible for overseeing the annual audit procedure. Carl F. Reitz, Chairman Besser Foundations Thomas W. Herbert The Kresge Foundation Judith S. Hooker Robert L. and Judith S. Hooker Charitable Trust Detroit Area Grantmakers Program Committee plans eight meetings annually for Metropolitan Detroit grantmakers. Marvin A. Frankel, Chairman The Meyer and Anna Prentis Family Foundation Amy Turner Berke Detroit Neurosurgical Foundation Mary E. Bradish Michigan Consolidated Gas Company Gilbert Hudson Hudson-Webber Foundation Sandra G. Hussey Council of Michigan Foundations Alyce Jinian Michigan Bell Telephone Company CMF Tntstees judith S. Hooker (left) anil Herbert H. Dow learn more about the State of Michigan Community Foundation Energy Initiative from jane F. Morgan, Program Associate. A. Randolph Judd Lyon Foundation, Inc. Richard Levey The Shiffman Foundation Sylvia McNamey McGregor Fund W. Calvin Patterson III McGregor Fund - Leonard W. Smith The Skillman Foundation R. Sue Smith The Stroh Brewery Company Deborah Wallace The Kresge Foundation Representatives of community foundations from throughout the state exchange ideas at CMF Roundtable. ( 9) �Government Relations Committee is responsible for CMF's communications and relations with outside organizations, as well as with elected and appointed government officials. This Committee also makes recommendations to the Board and membership with regard to taking positions on issues affecting grantmakers and their grantee organizations. Judith S. Hooker, Chairman Robert L. and Judith S. Hooker Charitable Trust William W. Allen Elsa U. Pardee Foundation Steve Economy Michigan Bell Telephone Company James R. Kettler James A. Welch Foundation E.B. Morley, ]r. Morley Brothers Foundation John J. Nowicki General Motors Foundation Edward J. Frey The Frey Foundation Margaret A. Riecker Harry A. and Margaret D. Towsley Foundation Willard ]. Hertz Charles Stewart Mott Foundation Dr. Robert D. Sparks W.K. Kellogg Foundation Increasing Philanthrophy Committee is responsible for implementing CMF's newest purpose, "to increase private and community foundation and corporate grantmaking resources in the state of Michigan.'' Dr. Russell G. Mawby, Chairman W.K. Kellogg Foundation Margaret A. Riecker Harry A. and Margaret D. Towsley Foundation Herbert H. Dow Herbert H. and Grace A. Dow Foundation Robert F. Sage Sage Foundation Edward J. Frey The Frey Foundation Leonard W. Smith The Skillman Foundation Judith S. Hooker Robert L. and Judith S. Hooker Charitable Trust Dr.- Rq_bert Gilbert Hudson Hudson-Webber Foundation Duane L. Tarnarcki Clark, Klein and Beaumont John E. Marshall ill The Kresge Foundation Peter M. Wege The Wege Foundation D. Sparks W.K. Kellogg Foundation I ;I Robert B. Miller Albert L. and Louise B. Miller Foundation Information Systems Committee disseminates information about Michigan foundations and coordinates internal information efforts desired by Member foundations. Margaret A. Riecker, Chairman Harry A. and Margaret D. Towsley Foundation Robert E. Hencey W.K. Kellogg Foundation Michael Dively Mukti Fund Stevie Hertz Michigan Foundation Center Regional Collections H. Halladay Flynn The Flint Public Trust W. Calvin Patterson ill McGregor Fund Barbara ]. Getz The Kresge Foundation Judy Y. Samelson Charles Stewart Mott Foundation Membership Committee recommends to the Board plans for recruiting member organizations and brings to the Board policy questions regarding eligibility for membership. Gilbert Hudson, Chairman Hudson-Webber Foundation Esther Gerstacker The Midland Foundation Leo]. Brennan, Jr. Ford Motor Company Fund Robert D. Sarow The Kantzler Foundation Allan ]. Fletcher Comerica Incorporated Peter M. Wege Steelcase Corporation/Steelcase Foundation ( 10) �MemhershiP:~Servic~s Committee evaluates CMF s~rvices, d_evelops --forms Members of -existing services available. Keith D.-Jensen The Jensen Foundation - Howard D. Kalleward, Chairman ~ Kalail}azoo Foundation -- , new servi~s a~d in=- Ronald N~KilgoreDorothy U. _Dalton FotlJ!datiop · Sue Blandford Rapids Foundation - -·-- baura A. Davis • -- ~;~- _Kellogg Foun?ation .;·:::~-__ .G@ia Leonard W. Smith The Skillman Foundation c. Kay~W ~Hilnt -: Detro_if: Edison Gompany Bertram-W. Vermeulen The Fremont Area Foundation - =.- .• - ~~ Eran~es=-A:=Hanson : WirtshiR Memorial Scholarship Fund. -:Noini!lating: Committee reviews the slate of officers and recommends candidates for electim-i t<:} :me Board. Donalcf.:A. -Lihdow;~_chairman -~ --.;- Nation.tl W. Calvin Patterson ill _McGregor Fum! · ==' _~ Ballk of.fietioit - -- Judith s ;:Jiooker . ~ .. ·Ro1iertJ=-: -,maJudith s. Hooker - ~(:fiaiitable - Margaret A,. RieckerHarry A. and Margaret D: Towlsey Foundation- - Tiust- -Boward-:-rr. Kall_eward ...• Kalamazw Foum:lati_on - ---- ---- -2~~-' f~fh ~IlttaCC<!i.if~ren:ce :Prograin: Committee pliiiJs lhe: progrflm far t.M <)J.Uiiial::-- -~c :-:- --:--:::-:- ~ cbruerence;;. - ·- · · · · ·- _ ' teonal-d-W. Sririth, .Chairman · The:5k!llman Foundation ~- ~atricia B. Johnson MUskegon County Community Foundation _:: Sanc!ra Ambtozy: · ___ _ - Th~ cKresge fuundati~p =--:: - Laiii.a A BariS :._- .::__ ·::::; w.K .•Kellogg~Founciafiori -="' c ~ James M. LaFleur Ofd. Kent Bank and Trust-Company _ - --- -- Mary M. Neely The MiQ!and Foundation __ _Micliaei Dively Muk:ti-'-Fund - - ·-· Mariam C. Noland _ Community Foundation for -- ~ · Southeastern Michigan Beth. ~oebel: -· Bye;:_tie~,Foun~ati~n _Robe:t'f $';'1J:enC:~i _ ·W.K: ·Kellogg Founda:tiqg _Carolyn Pearson . = ~ _ = Ame'riteeh Publisbllig, -Inc. ~- -·- ·- Miri!yn H. Steele · . - -Charles Stewart Mott Foundation -__Publi~ Issues Committee meets at the request _of the Board to addre~s questions raised by =" ~ ""tne :rf!~mbership -a~ well~ as -to Gohside'r genetal -stiQ.iects pertaining to. phil~nfhropy. ·= ~c ;;Leb-J~RFennari;.- JF.,~Chainn~ - - Fred w: : --·-- · Keith D. Jensen Th,iJenseQEoundation = Ford=Motor Compan~rlll1~"'I CorWin • -Past President, - -_ Mark C. Stevens Alyin M. Bentley Foundation A~foquip Foundation · - Ioeonard=-W. Smith _ The Skillman Fouri_datibn-··· --- --·-- =:-:~Miciiigan FQtm_da.ti.!fn.c.C~en~er _Regional Collections provide a core collectimr of Fourtda-"t~ -.-::;:ti.ont~f!I}ter -:PPblications and a variety of supplementary materials and seryi:ces in~subject areas- .~ __us.eful }o_: grantseekers. -· ··· ·· ·- ·= . -Npena t:Q:imt'Y Librari -, -~ ·--~ c::CHenry::Ford _Gentennla1Lifirary ~. -Grau:ctSRavios~:euliliG o[;ior.frY ;~~ Michigan Statel}niversity .Libraries~ , University of=Michigan c~Fllnt;;:: ,. ;;:..:::- - - Tlie. Library; Michi~ Techrto!ogical UriiYerSit)1. . · · P.t:U'dy-7Kresg~ l.ibra!}r,',WayneoState UniversitY ·- -- - - . FarmmgtQn:Q9_ilm1JJI!itY~L.iormr =~~ University-of ..MiShigan> Aillr Arbor~ =-..;::- ::~_-:-:::::;=- =,..,=:;; . = - �Financial Statement Treasurer's Report Statement of Financial Position as of March 31, 1987 Assets Liabilities and Fund Balances Cash on Hand and on Deposit $ 9,499.51 Deferred Revenue, member contributions $ 3,825.00 Investments, Money Market Fund Properties Contributed Furnishings Contributed Equipment "' _Pt!rchased Furnishings Purchased ·Equipment Less Accuniulated depreciation 189,605.15 10,633.68 Fund Balances Unrestricted: General Operating Fund: Designated Undesfgnated Revolving Funds 100,139.92 Restricted: Special Projects Funds Properties Fund $ 7,170.68 3A63.oo 14,341.3_1 112' 590-.57 126,931.88 26,791.96- $309,878.26 $10,000.00 104,083.84 77,289.35 191,373.19 3,906.47 1I0,7_73.60 114,680.07 306,053.26 :.. $309,8'7826_- - Notes to Financial Statement March 31, 1987 -- 1. Summary _9f Significant Accounting Policies a . Organization 'Fhe Council or Michigan Foundations, Inc. is a non profit membership organization founded in 1973 and -incorporated in, ~_9'75. Members are private and community foundations, banks serving foundations _and charitable~ trusts~ and corporations -with 'giving programs. b . Statement Presentation The accompanying financial statements have been prepared the-~ashbasis of accounting~ To ensure -- observance of restrictions placed on the use of ~- available resour.ces : theaccounts- and. finanCial activity are clas·stfied for accounting and reportfugpur-poses into - fund groups . Funds restrict~d for ·_ ·_SRecially- Funded Projects ar~ .distingujsnea from General Operating Funds. . -- on Balances report the activity detail by fund groups, resulting in the impact on the Fund Balance for each fund . Revenues received in the current year- pertaining to project activity of a future perio:d are recorded as deferred revenue on the Balance~ Sheet of the present period. c . The Council capitalizes all expenditures for furniture and equipment. Purchased furniture and equipment are depreciated on the straight-line _me!hod over - . their estimated useful lives . Furniture and equipment contributed-!n kind to the Council are reported as contributions af approximate fair market value ofi the date of such contributions and are not depreciated. 2 . Tax Status Both the -General Operating Fund. and- the SQecial-Project Funds are authorized by the G_o1,1Qcil':s Board of Trustees with the establishment of approved revenue and expense budgets at the begiiining of each year. The Treasurer's Report of th~.Statement _ or Revenue and Expenses and Changes iir Fund CMF is -tax-exemp[ titlder Section 501(c)(3)-and-isnot a private fou ndation -under Section 50~f(a)(1) of the Internal Revenue Code. �Statement of Revenue and Expenditures and Changes in Fund Balances Year Ended March 31, 1987 General Operating Fund General Revolving Funds Special Projects Funds Properties Fund Totals Combined Funds Support and Revenue Membership Contributions New Member Contributions Additional Contributions Annual Conference Revenue Host Committee Revenue VVorkshop Revenue Mailing Label Service Publication Sales Interest Income Miscellaneous Income Total Support & Revenue $148,286.00 $ $ 9,200.00 57,405.00 114,609.00 88,976.68 13,890.00 10,343.50 828.82 81.85 39,183.97 5,791.64 786.64 335,590.13 153,792.97 $148,286.00 9,200.00 222,764.00 88,976.68 13,890.00 10,343.50 828.82 39,265.82 5,791.64 786.64 $ 50,750.00 50,750.00 540,133.10 Expenditures Salaries, taxes & benefits Contracted Services Employee Education Occupancy Expense Telephone & Postage Printing & Publications General Supplies Meetings & Travel Books & Subscriptions Insurance Maintenance Costs Annual Conference Expense Host Committee Expense VVorkshop Expense ~scellaneous Expense Depreciation Total Expenditures 123,325.31 295~00 -- 28,045.63 287.46 7,419.54 10,352.30 3,349.36 20,164.88 34,022.11 5,613.22 115.27 9,129.71 4,810.99 2,619.65 5,476.13 1,134.17 5,602.06 396.67 65,682.41 13,910.58 10,234.57 573.49 15,791.00 123,325.31 28,340.63 287.46 7,419.54 13,701.66 54,186.99 5,728.49 13,940.70 8,095.78 1,134.17 5,998.73 71,672.41 13,910.58 12,480.01 573.49 15,791.00 5,990.00 2,245.44 276,056.89 76,503.62 8,235.44 15,791.00 376,586.95 Revenues Over (Under) Expenditures 59,533.24 77,289.35 42,514.56 (15, 791.00) 163,546.15 Fund Balances, 3/31/86 52,967.05 6,589.35 (5,005.80) 10,096.59 (6,589.35) (42,115.33) 79,443.47 142,507.11 Transfers to General Fund Transfers to Property Fund Fund Balances, 3/31/87 $114,083.84 $ 77,289.35 $ 47,121.13 3,906.47 $110,773.60 $306,053.26 ( 13) �Council of Michigan Foundations' lVIembers Addison Grosse Pointe Park Foundation Harder Foundation Clarence and Jack Himmel Foundation Albion Civic Foundation James and Lynelle Holden Fund Alpena The ].L. Hudson Company Besser Foundation Hudson-Webber Foundation Jesse Besser Fund, Inc. Jewish Community Foundation Northeast Michigan Community Foundation Kowalski Sausage Charitable Trust Ann Arbor The Kresge Foundation Ann Arbor Area Foundation Lyon Foundation, Inc. Citizens Trust Alex and Marie Manoogian Foundation Earhart Foundation Manufacturers National Bank of Detroit The ].F. Ervin Foundation Masco Corporation Charitable Trust The Jensen Foundation McGregor Fund Elizabeth E. Kennedy Fund B.D. and Jane E:- Mcintyre Foundation The Pryor Foundation C.S. and Marion F. Mcintyre Foundation Harry A. and Margaret D. Towsley Foundation W.D. and Prudence A. Mcintyre Foundation Bay City Metro Health Foundation Bay Area Community Foundation Michigan Bell Telephone Company The Kantzler Foundation Michigan Consolidated Gas Company Oscar P. and Louise H. Osthelder Charitable Foundation Michigan Health Care Education and Research Foundation, Inc. Louise Tuller Miller Trust Battle Creek National Bank of Detroit Greater Battle Creek Foundation William and Mary Pagel Trust Guido A. and Elizabeth H. Binda Foundation The Meyer and Anna Prentis Family Foundation, Inc. Charles and Jessie Brackett Memorial Scholarship Fund Harold and Carolyn Robison Foundation W.K. Kellogg Foundation ' Sage Foundation Kendall Foundation Schwartz Family Foundation McCurdy Scholarship Foundation, Inc. The Shllhnan Foundation Albert L. and Louise B. Miller Foundation - ~Simpson Industries Fund Emily Scofield Scholarship Fund Tfie Skillman Foundation Winship Memorial Scholarship Fund George M. and Mabel H. Slocum Foundation Benton Harbor Edward C. and Hazel L. Stephenson Foundation Whirlpool Foundation The Stroh Brewery Company Buckley Mary Thompson Foundation VanValkenburg Foundation Samuel L. Westerman Foundation Cadillac Wetsman Foundation Kysor Industrial Corporation Foundation Matilda R. Wilson Fund Isadore and Beryl Winkelman Foundation Caro Claude D. and Etta H. Andrews Foundation Flint Viola E. Bray Charitable Trust Detroit Metropolitan Area Citizens Commerical and Savings Bank Allied Corporation DeWaters Charitable Trust Ameritech Publishing, Inc. Flint Area Health Foundation ANR Pipeline Company The Flint Public Trust William R. Angell Foundation Genesee Merchants Bank and Trust Company Charles M. Bauervic Foundation Charles Stewart Harding Foundation Bauervic-Carroll Foundation Hougen Foundation B~~mervic-Paisley Foundation Mallery Charitable Trust Bundy Foundation Charles Stewart Mott Foundation Burroughs Corporation Ruth Mott Fund Gerald W. Chamberlin Foundation, Inc. James A. Welch Foundation Chrysler Corporation Fund Frankenmuth Comerica Incorporated Greater Frankenmuth Area Community Foundation Community Foundation for Southeastern Michigan NewCentry Bank Detroit Edison Company Allen E. and Marie A. Nickless Memorial Foundation Detroit Neurosurgical Foundation Fremont Earl-Beth Foundation The Fremont Area Foundation Glenn D. Curtis Edmore Trust Tile-Gerber Companies Foundation H.T. Ewald Foundation:..:- Ex-Cell-O Corporation Foundation Grand Blanc Federal-Mogul Corporation Charitable Trust _Grand Blanc Community Foundation Federal Screw Works Foundation, Inc. Grand Haven George R. and Elise M. Fink Foundation Erickson Foundation Fisher-lnsley Foundation Grand Haven Area Community Foundation The Ford Motor Company Fund JSJ Foundation Gannett Foundation Lee Foundation General Motors Foundation The Loutit Foundation -Gordy Foundation, Inc. Wigginton Educational Foundation Knight Family Charitable and Educational Foundation Albion (14) �Council of Michigan Foundations' Members Grand Rapids Baldwin Foundation _ Max_D. and Constance"M. Boersma Charitable Trust Richarcl M. and Helen DeVos Foundation L.M. Dexter Charitable.Trust Dexter Industries Charitable Trust Dyer-Ives Foundation The Frey Foundation Grand Rapids Foundation David M. and Joyce F. Hecht Foundation Robert L. and Judith S. Hooker Charitable Trust The Keeler Fund The Lexo Charitable Trust Loosemore Foundation Michigan National Bank Old Kent Bank and Trust Company The Sebastian Foundation Steelcase Foundation Union Bank and Trust Company Vogt Foundation The Wege Foundation The Herbert D. and Junia Doan Foundation - The Dow Chemical Company Foundation Dow Coming Foundation Herbert H. and Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles ]. Strosacker Foundation Monroe Community Foundation of Monroe County Herman & Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Auto Equipment Foundation Trust Muskegon Muskegon County Community Foundation Sealed Power Foundation Niles Edward and Irma Hunter Foundation Okemos Hartland Talbert and Leota Abrams Foundation Heartland Foundation Owosso Holland Alvin M. Bentley Foundation Holland Community Foundation Shiawassee Foundation Jackson Port Huron Aeroquip Foundation Community Foundation of St. Clair County Samuel Higby Camp Foundation Hurst Foundation Rochester Jackson Foundation ~ Gr,eater Rochester Area Community Foundation Jacobson Stores Foundation St. Joseph Robert ]. Simpson Foundation Berrien Community Foundation, Inc. Kalamazoo .. saginaw The Acme Foundation Arnold and Gertrude Boutell Memorial Fund Dorothy U. Dalton Foundation - C.K. Eddy Family Memorial Fund John E . Fetzer Foundation Michael Jeffers Memorial Fund First of America-Michigan Francis Mills Foundation Irving S. Gilmore Foundation, Inc. Morley Brothers Foundation Havirmill Foundation Saginaw Community Foundation Kalamazoo Foundation Wickson-Link Memorial Foundation McColl-Batts Foundation Tecumseh_ Old Kent Bank of Kalamazoo Allen H. Meyers Foundation The Power Foundation Three Rivers A.M. Todd Company Foundation Fibre ConveD;er,s Foundation, Inc. The Upjohn Company Harold and Grace Upjohn Foundation Traverse City Mukti Fund W.E. Upjohn Institute for Employment Research Vicksburg Foundation Rotary Charities of Traverse City Traverse Area Foundation, Inc. Lansing Ypsilanti Granger Foundation Trans Continental Airlines-Airtrust Foundation Greater Lansing Foundation W.B. and Candace Thoman Foundation Zeeland FrankS. and Mollie S. VanDervoort Memorial Foundation Herman Miller, Inc. Marcellus New York Marcellus Community Foundation, Inc. The Ford Foundation The Iacocca Foundation Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank and Trust Company COUNCIL OF MICHIGAN FOUNDATIONS Suite 3, One South-Harbor Avenue P.O. Box 599 Grand Ha:ien,Michigan 49417 (616) 842-7080 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1986_AR_1986-1987 Title A name given to the resource Council of Michigan Foundations Annual Report 1986-1987 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1986-1987. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49669 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1986/1987 https://digitalcollections.library.gvsu.edu/files/original/331593e4cf455a4300291f941351c206.pdf ff7d148e2a3b3f2b9beb65af7d0c73c6 PDF Text Text COUNCIL OF MICHIGAN FOUNDATIONS 1987-1988 ANNUAL REPORT • CITIZENS COMMERCIAL & SAVINGS BAN t< ST • COMERI~ "'~ 1: T D. &JUNIA DOAN FOUNDATION • DOROTHY U. DALTON FOUNDATION • DAYTO ON • DETROIT NEUROSURGICAL FOUNDATION • RICHARD M. &: HELEN DEVOS FOUNDATION • ' RITABLE TRUST • DOMINO'S FOUNDATION • THE DOW CHEMICAL COMPANY FOUNDATIO TION • HERBERT H. &: GRACE A . DOW FOUNDATION • DYER-IVES FOUNDATION • EA · ~··~FUND • GLENN D. CURTIS EDMORE TRI'r ORPORATION CHARITABLE TRUSJ aAN MUNITYFC' & LYNELLE HOLDEN FUND • ROBERT L &JUDITH S.: FOUNDATION•HOUGENFOUNDATION•Hf &: IRMA HUNTER FOUNDATION • HURST FOl.~{· • INDIA FOUNDATION • JSJ FOUNDATION • JACKS{ " ...~-.ucu... FUND • THE JENSEN FOUNDATION • JEWV �ABOUT THE COUNCIL OF MICHIGAN FOUNDATIONS The Council of Michigan Foundations (CMF) is a nonprofit association of 230 Michigan grantmakers, including 149 private foundations, 29 community foundations, 39 corporate foundations and giving programs, and 13 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 18 other regional associations throughout the country. PURPOSES • To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. • To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. • To increase private and community foundation and corporate grantmaking resources in the State of Michigan. • To increase the efficiency and effectiveness of Michigan's philanthropic network. • To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. �A MESSAGE TO CMF MEMBERS A: niversaries are major milestones, and the Council of Michigan Foundations celebrated one of those important events in 1987-its 15th anniversary. The traditional 15th anniversary gift is one of crystal, and this is especially appropriate for CMF. Since its creation in 1973-and incorporation in 1975-CMF has developed into a multi-faceted organization providing a variety of services and programs for its diversified membership. 198 7-88 was a year of growth and accomplishments which are highlighted in this annual report. But we would like to note a few special accomplishments: • CMF membership reached an alltime high of 230 with 28 members JOimng. • The 15th Annual Conference attracted a record 624 participants. • A new program area-Improving Philanthropy in Michigan-was implemented to strengthe~ the practice and management of philanthropy in the state. • CMF members generously contributed more than $151,000 in grants and inkind equipment over and above their regular membership fees to support special projects. It should be noted that the 1987-88 audited financial statements on Pages 9-13 were prepared on the accrual basis. In addition, the totals include the State of Michigan Community Foundation Energy Program explained in Note C, and an inkind contribution of office space. In the coming year, we will add another element to our operation and undertake a new effort to strengthen Michigan community foundations. Grants of $2 million from the WK. Kellogg Foundation and $150,000 from the Charles Stewart Mott Foundation will fund new programs to involve youth in activities that encourage philanthropy and volunteerism. These grants will also fund additional technical assistance services. During CMF's 15 years, its trustees and members have been the mainstay of the organization's success. Assisted by staff, they generously contribute their time and energy to serve on committees, develop special projects, and lend financial and philosophical support to strengthen philanthropy in Michigan. Last year we lost one of our trustees, William W. Allen, who died on November 12. Bill served as a trustee for 15 years and was a tireless worker on behalf of CMF. His determination in pursuing initiatives in Lansing and in Washington, D.C. reached crusade proportions on occasion. He was steadfast in his defense of private and community foundations, and his pioneering efforts were legendary. The Board of Trustees has established the William W. Allen Fund to further his commitment to the continuation and creation of foundations. John E. Marshall, Ill Chairman Dorothy A Johnson President 1 �PROGRAMS T: he Council of Michigan Foundations operates or coordinates many programs to benefit its members and strengthen philanthropy in the state. Several of these initiatives, including the conference and workshop program and the government relations program, have been an integral part of the Council since it was established in 1973. Others are more recent, such as the Improving Philanthropy and Increasing Philanthropy Projects, both established within the last two years. Conferences and Workshops In early November, 624 Michigan grantrnakers gathered in Grand Rapids for the 15th Annual Council of Michigan Foundations Conference and to celebrate CMF's 15th anniversary. Under the umbrella theme of "Supporting Imaginative Grantrnaking: Creative 2 Answers to Complex Problems," two-dozen workshops and presentations covered both grantrnaking and management issues. Sessions were devoted to children and youth, health care, corporate and school partnerships and AIDS, as well as investment basics and federal and state legislation affecting philanthropy. Highlights included the opening keynote address, 'The Anatomy of Leadership," by Eugene Jennings, professor of Management and Leadership at Michigan State University, and an address by Rosalyn Carter. The former First Lady, delivering the closing remarks, spoke on "The Adventure of Volunteerism." Special events filled the evening hours during the three-day conference. Receptions were held at the Grand Rapids Art Museum and the Gerald R. Ford Museum. The Grand Rapids Symphony performed at a gala banquet celebrating both CMF's 15th anniversary �and the l50th birthday of the State of Michigan. Ruth R. Mott, president of the Ruth R. Mott Fund, served as the honorary chairman with Robert E. Hencey, director of Communications and Dissemination for the W.K. Kellogg Foundation, the general conference chairman. Beth Goebel, executive director of the Dyer-Ives Foundation, and Peter Wege, president of the Wege Foundation and vice chairman of the Steelcase Corporation, co-chaired the Host Committee. Over 75 representatives from Michigan corporations interested in establishing giving programs, or upgrading existing programs, attended a special workshop in Detroit. This April session was part of CMFs work with the Michigan State Chamber of Commerce and the Greater Detroit Chamber of Commerce to increase the number and size of corporate giving programs. Injune, 85 officers, staff, and trustees from Southeast Michigan foundations and corporations were the guests of the CMF Board of Trustees for a special progress report by Alan E. Schwartz, cochair of the Detroit Strategic Plan. A special community foundation roundtable was held in late June for CMF members in Grand Haven. The workshop was a cooperative venture with the Muskegon County Community Foundation. A day-long meeting co-sponsored by the Greater Detroit Chamber of Commerce on the Detroit Strategic Plan gave CMF members the opportunity to learn more about the community's plans for dealing with issues of education, jobs, economic development, crime, image and race relations. 3 �WoriiShops P.rovide CM F. members the opportunity to investigate issues in depth In March, CMF led a Spring School for staff of newly formed and experi~nced community foundations on thestrategic planning process. Over 60 participants attended this one-day session on "Community Foundations-Creating the Future" held in Lansing. Membership Services and Technical Assistance Since its creation, CMF has worked to increase the efficiency and effectiveness of Michigan's philanthropic network by providing services and technical assistance to its members. These services range from facilitating special visitation programs between members to discussing operational and management issues to providing computer ser- 4 vices and mailing labels on a fee basis. CMF also produces and collects directories, special publications, and reference materials on grantmaking and philanthropy (See Pages 7 and 8). During the past year, CMF staff worked with the Detroit Area Grantmakers to present a series of seven special programs, and attended quarterly luncheons of the Kent County Donors Forum. CMF co-sponsored eight grantsmanship seminars with other nonprofit organizations, including the Michigan League for Human Services, Accounting Aid Society of Detroit, Midwest Museum �Conference, Michigan Community Action Agency Association and Michigan Hispanic Conference. CMF staff responded to an average 45 weekly member requests for information. Eight "Memo to Members" were published, and staff stayed in contact with members through individual visits and telephone calls. Increasing Philanthropy in Michigan In 1986, CMF established a special project to increase philanthropic resources in Michigan. Although difficult to document all influences, the number of private foundations in the state has increased by 10 percent to 923. Gifts to community foundations have grown by 20 percent and inquiries about establishing corporate giving programs have been on the upswing. An important part of this program is the Charitable Giving Seminars designed to provide information on starting a foundation in Michigan. They are targeted toward individuals, legal and financial advisors, corporations and private foundation managers. Five were held in 1987-88-in Battle Creek, Southfield, Detroit, Grand Rapids, and the Bay CityI Saginaw area-and attracted nearly 500 participants. Efforts to increase philanthropy are not limited to private and corporate interests, but also include community foundations. CMF counseled six community groups this year, three of which (Lansing, Ludington and Manistee) established community foundations. CMF cooperated with the Michigan State Chamber of Commerce, the Michigan Bar Association and the Michigan Bankers Association to educate their memberships about philanthropy. Two special publications on creating foundations are now available: 5 Blue-Ribbon Ways to Give Away Your Money and Establishing a Charitable Foundation in Michigan. Improving Philanthropy in Michigan A special two-year project to strengthen philanthropy in Michigan was launched in 1987 as part of CMF's mission to increase the efficiency and effectiveness of Michigan's philanthropic network. Funded by interested CMF members, the program is exploring the creation of an Academic Center for Philanthropy in Michigan and/ or educational programs, publication of a directory of Nonprofit Technical Assistance Providers, recognition of volunteers, and other projects to enhance philanthropy as time, circumstances and partners permit. CMF will facili- 5 �tate this project, identifying and encouraging potential partners to undertake individual program elements. A part-time staff member was hired for the project. Staff also provides technical assistance to its members to improve foundation management and grantmaking. Energy Project Fourteen Michigan community foundations participate in the State of Michigan Community Foundation Energy Initiative, established to distribute $3 million in rebates from Exxon to residents in Michigan. CMF serves as the program manager and fiscal agent for the project, which requires a dollarfor-dollar match. Legislative and Industry Liaison Keeping abreast oflocal, state and federal legislation affecting the philanthropic community, and staying in touch with other regional ~ssociations of grantmakers and-national philanthropic organizations is a key mission of CMF. One of CMF's most successful legislative programs is the Developing Good Will initiative in Michigan's 18 congressional districts. Personal meetings between members of Congress and CMF members took place in most districts. Progress was made in establishing a similar program at the state level. The availability and cost of directors' and officers' liability insurance is a concern for many Michigan nonprofits. CMF was involved in formulating state legislation protecting the good faith efforts of volunteer directors from malpractice lawsuits. 6 Council staff interacted on various subjects with representatives from the Council on Foundations, Inc., the Foundation Center, Independent Sector, National Committee for Responsive Philanthropy, United Way of Michigan, Michigan League for Human Services, Michigan State Chamber of Commerce, Greater Detroit Chamber of Commerce Contributions Committee and Metro Detroit Gives. CMF responded to requests for information from the Internal Revenue Service, various Congressional committees, and the State Attorney General's Office. Public Information and Publications An extensive public information and publication program continued in 198 7-88, providing readily accessible information on Michigan foundations and grantmaking to the public. Staff responded to an average of four weekly press requests for information, and major articles on Michigan philanthropy appeared in seven daily newspapers. �, Publications produced on CMF activities during the year included an annual report, special memos to members, and four editions of the tabloid, "The Michigan Scene." An update for the fifth edition of The Michigan Foundation Directory was also published. CMF makes available free or for purchase directories, books, surveys, brochures and occasional papers on Michigan foundations, foundation management and grantmaking, and nonprofit management. The following publications are available: "When the I.R.S. Audits Your Foundation," Occasional Paper No. I. "Corporate Giving," Occasional Paper No. II. "Private Foundations: How to Make Estimated Tax Payments Required by the Tax Reform Act of 1986," Occasional Paper No. III. "Private Foundations and the Problems of 'Tipping': A Description of the Problem and Some Practical Suggestions for Use in Grantmaking," Occasional Paper No. IV. 'The Grantmaking Process: Setting Priorities, Assessing, Evaluating," Occasional Paper No. V. "Community Foundation Issues 1987," Occasional Paper No. VI. "The Value of Giving," Occasional Paper No. VII. Establishing a Charitable Foundation in Michigan, Duane L. Tarnacki, Esq. A valuable reference tool explaining laws and regulations for creating a private foundation, corporate foundation, community foundation or public charity. 5 Blue-Ribbon Ways to Give Away Your Money. Describes five major ways to make a gift, what can be given and where to obtain additional advice. Michigan Corporate Matching Gift Programs. Descriptions and sample forms. Sample Private Foundation, Community Foundation and Corporate Giving Program Grant Proposals. The Michigan Foundation Directory, Fifth Edition. A fact-filled, triennial sourcebook about Michigan foundations for grantors, grantees and the interested public. 7 , ! I ~ ' ~ , �"The Michigan Scene." A quarterly tabloid updating events and issues of concern to Michigan grantmakers. Survey of Michigan Foundation Philanthropy. An analysis of grantmaking patterns. Foundation Tax Law: History, Problems & Prospects. William Brodhead, Esq. "Memo to Members." A monthly report to CMF members concerning issues that affect national as well as Michigan grantmakers, recent philanthropic publications, upcoming events, etc. Private Foundations: The Payout Requirements and Its Effect in Investments and Spending Policies. A study conducted by the University of Michigan Graduate School of Business. Spending Policies. A study conducted by the University of Michigan Graduate School of Business. Information for Seeking Foundation and Corporate Grants. General guidelines for developing and writing foundation grant proposals. Why and How. A kit that covers the basics of writing annual reports and press releases. Finding Work with Grantmakers, Edition II. What are the chances and where should a jobseeker look for employment with foundations. Memo on Limited Liability of Volunteer Directors. Defines steps that Section 501 (c)(3) nonprofit corporations may take to limit the liability of their volunteer directors. Other Resources The Michigan Foundation Center Regional Collections provide a core collection of Foundation Center publications and a variety of supplementary materials and services in subject areas useful to grantseekers. Collections are housed at: Alpena County Library Henry Ford Centennial Library Grand Rapids Public Library The Library, Michigan Technological University Purdy/ Kresge Library, Wayne State University Michigan State University Libraries University of Michigan-Flint Farmington Community Library University of Michigan-Ann Arbor 8 �FINANCIAL STATEMENTS BALANCE SHEET Council of Michigan Foundations, Inc. March 31, 1988 Report of Ernst & Whinney, Independent Auditors Assets Board of Trustees Council of Michigan Foundations, Inc. Grand Haven, Michigan Current assets Cash Short-term investments We have examined the balance sheet of the Council of Michigan Foundations, Inc. as of March 31 , 1988, and the related statements of support, revenues and expenses and changes in fund balances and cash flows for the year then ended. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the financial statements referred to above present fairly the financial position of the Council of Michigan Foundations, Inc. at March 31, 1988, and the results of its operations and cash flows for the year then ended, in conformity with generally accepted accounting principles on a basis consistent with that of the preceding year, except for the change, with which we concur, in the method of recognizing revenue of restricted funds as described in Note A. ~~v<JJ~ Grand Rapids, Michigan April 29, 1988 $ 26,716 2,954,007 2,980,723 Total current assets Furniture and equipment Furniture Equipment 32,015 133,352 165,367 49,304 Less allowance for depreciation ll6,063 Total assets $3,096,786 Liabilities and Fund Balances Current Liabilities Accounts payable Deferred revenue: Increasing philanthropy project Improving philanthropy project Community foundation scholarship fund Energy initiative administration Energy initiative program-Note C Total current liabilities Fund Balances Unrestricted: General operating Survey and directory $ 9,937 27,922 15,412 1,764 1,757 2,785,731 2,842,523 128,909 9,291 Net investment in furniture and equipment 138,200 116,063 Total fund balances 254,263 Total liabilities and fund balances See notes to financial statements. 9 $3,096,786 �STATEMENT OF SUPPORT, REVENUES AND EXPENSES AND CHANGES IN FUND BALANCES Council of Michigan Foundations, Inc. Unrestricted Year ended March 31, 1988 Support and revenues: Support-grants Revenues: Contributions Conferences Workshops Publications Interest income and other General Operating Survey and Directory Fund Fund $246,929 111,918 10,905 6,198 9,788 $10,115 Total Revenues 385,738 10,115 Total Support and Revenues 385,738 10,115 132,776 7,901 102,127 12,846 17,259 13,405 10,922 4,487 Expenses: Grants Salaries, taxes and benefits Contracted services Conferences Workshops Printing and publications Meetings and travel Telephone and._postage Scholarship activities Equipment lease and maintenance Occupancy General supplies Books and subscriptions Insurance Depreciation 8,484 26,887 5,606 1,227 1,430 1,102 268 958 Total Expenses 340,870 6,815 Support and revenues over (under) expenses Fund balances at beginning of year, as restated Transfers- furniture and equipment acquisitions 44,868 116,226 (32,185) 3,300 5,991 Fund balances at year-end 10 $128,909 $ 9,291 �Increasing Philanthropy Fund Improving Philanthropy Fund Community Foundation Scholarship Fund Energy Initiative Administrative Fund Restricted Furniture and Equipment Fund Subtotal Energy Initiative Fund (Note C) Total Combined Funds $214,269 $214,269 $19,888 $10,000 $60,128 $391,705 111 ,918 19,577 23,463 9,788 160,897 391,705 111,918 19,577 23,463 170,685 70,582 19,888 10,000 60,128 556,451 160,897 717,348 70,582 19,888 10,000 60,128 556,451 375,166 931,617 375,166 375,166 137,263 128,040 102,127 16,045 26,968 20,677 17,956 10,000 8,484 26,887 8,835 3,571 1,430 26,896 $54,760 8,672 7,150 50,030 12,038 58,071 3,199 4,709 5,452 3,935 5,000 1,303 1,074 517 923 10,000 1,871 1,386 473 $ 26,896 137,263 128,040 102,127 16,045 26,968 20,677 17,956 10,000 8,484 26,887 8,835 3,571 1,430 26,896 26,896 535,179 375,166 910,345 (26,896) 110,774 32,185 21,272 232,991 -0- 21,272 232,991 -0- $254,263 - ~ --- 617 70,582 19,888 10,000 60,128 -0- -0- -0- -0- $ -0- $ -0- $ -0- $ -0- 11 $116,063 $254,263 $ �STATEMENT OF CASH FLOWS NOTES TO FINANCIAL STATEMENTS Council of Michigan Foundations, Inc. Council of Michigan Foundations, Inc. March 31, 1988 Year ended March 31, 1988 Cash flow from operating activities Excess of support and revenues over expenses Items not affecting cash: Depreciation Increase in accounts payable Increase in deferred revenue $ 21,272 26,896 5,241 2,760,395 Net cash flow from operating activities Cash Flow From Investing Activities Additions to furmture and equipment 2,813,804 Increase in cash and short-term investments Cash and short-term investments at beginning of year 2,781,619 199,104 (32,185) Cash and short-term investments at end of year ( ) Denotes reduction in cash and short-term investments. See notes to financial statements. 12 $2,980,723 Note A-Summary of Significant Accounting Policies Statement Presentation: The accompanying financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into fund groups. Funds restricted by outside sources are distinguished from unrestricted funds. Restricted funds may only be utilized in accordance with the purposes established by the source of such funds and are in contrast to unrestricted funds, over which the Board of Trustees has full control as to use in pursuing any of the Council's purposes. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheet. Prior to fiscal 1988, the Council recognized revenue of restricted funds when received. Generally accepted accounting principles require that revenue restricted by outside sources be accounted for as described in the preceding paragraph. The impact of restating fiscal 1987 for this change in the method of revenue recognition was to decrease fund balance and increase deferred revenue at March 31, 1987 by $68,367. �A complete presentation of expenses by function is not practicable because of the manner in which expenditures are accumulated throughout the year. Investments: Short-term investments consist of certificates of deposit, commercial paper and money market funds that are carried at fair market value, which equals cost. Furniture and Equipment: Furniture and equipment are stated at estimated market value at date of receipt or at cost, if purchased. Depreciation is computed by the straight-line method at rates designed to amortize the basis of the assets over their estimated useful lives. Note B-Fund Purpose General Operating Fund: To record the receipt of membership contributions, conference revenue and other transactions relating to the administrative and service activities of the Council. Survey and Directory Fund: To record revenues and expenses associated with the biennial publication of The Michigan Foundation Directory, which includes a survey of foundation funding, in cooperation with the Michigan League for Human Services. Increasing Philanthropy Fund: To record revenues and expenses for a project aimed at increasing foundation and corporate giving for charitable purposes in the State of Michigan. Energy Initiative Administrative Fund: To record the cost of administering the State of Michigan Community Foundation Energy Initiative Grant. Revenues are restricted contributions from the member foundations of the Council. The Council coordinates the grant program for fourteen Council members and other organizations in areas of Michigan not served by participating community foundations. Improving Philanthropy Fund: To record revenues and expenses related to a project aimed at enhancing educational and volunteer opportunities for the nonprofit sector. Community Foundation Scholarship Fund: To record revenue and expenses related to a program which provides some monies to community foundation trustees and staff for attendance at state and national community foundation training workshops and conferences. Furniture and Equipment Fund: To record the acquisition, depreciation and disposal of furniture and equipment. - ...._ Energy Initiative Fund: To record the receipt and disbursement of grant monies provided by the State of Michigan, Department of Commerce under the Community Foundation Energy Initiative grant agreement (see Note C). Note C-Energy Initiative Program During fiscal 1988, the Council received a grant of $3,000,000 from the State of Michigan, Department of Commerce for the Community Foundation Energy Initiative. Under the terms of the grant, the Council and its affiliates will create a number of programs to improve the energy 13 efficiency of the not-for-profit and low-income sectors. The Council acts as administrator of the grant, with all grant monies received from the State of Michigan to be distributed to its affiliates under conditions defined in the grant agreement. The CounciL must return to the Michigan Department of Commerce any program funds which have not been expended by September 30, 1990. NoteD-Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private foundations. �MEMBERSHIP, GOVERNANCE AND ADMINISTRATION Membership Twenty-eight new organizations, including 22 private foundations, two corporations, one bank and three community foundations joined CMF this year, bringing the membership to 230. II II 11 1! I • • • • • Governance The Council of Michigan Foundations is governed by a 21member Board of Trustees that met three times in 198 7-88. Three new trustees were elected in November to the Board for three-year terms. They are Mariam C. Noland, Patricia B. johnson and William V. Weatherston. Assisting the Board is a 19member Advisory Cabinet made up of former trustees. Trustees serve on at least one of 11 working committees: Audit: supervises annual audit process Detroit Area Grantrnakers Program: plans topical meetings for Detroit Area Grantrnakers Government Relations: responsible for communications and relations with elected and appointed government officials, and other pertinent organizations; recommends policy positions on issues affecting grantrnakers and grantees Improving Philanthropy: coordinates CMF efforts for the Improving Philanthropy Program Increasing Philanthropy: impleents CMF efforts to increase grantmaking resources throughout the state • Information Systems: disseminates information about Michigan foundations and coordinates internal communication efforts • Membership: plans CMF recruiting efforts and advises on policy regarding eligibility • Membership Services: evaluates existing CMF services and develops new programs • Nominating: reviews slate of officers and recommends Board candidates • Annual Conference Program: plans programs for annual conferences • Public Issues: meets at request of the Board to address questions raised by members and to consider general issues relating to philanthropy Administration Four full-time and four part-time staff or volunteers are responsible for CMFs day-to-day operation. Administration highlights for 1987-88 included: • transitiorrotall financial records to computer maintenance • moving the annual conference registration process from the W.K Kellogg Foundation to CMF • staffing Board committees as required BOARD OF TRUSTEES &OFFICERS Chairman john E. Marshall, III, President The Kresge Foundation Troy Vice Chairman Leo]. Brennan,Jr., Executive Director Ford Motor Company Fund Dearborn Vice Chairman judith S. Hooker, Trustee Robert L. &: Judith S. Hooker Foundation West Olive Vice Chairman Mariam C. Noland, Executive Director Community Foundation for Southeastern Michigan Detroit Treasurer Richard K. Rappleye, Vice President, Secretary /Treasurer Charles Stewart Matt Foundation Flint William W. Allen; Vice President & Secretary Elsa U. Pardee Foundation Midland Herbert H. Dow, President Herbert H. &: Grace A. Dow Foundation Midland Edward]. Frey, Chairman The Frey Foundation Grand Rapids Nicholas M. Gabriel, Comptroller The Ford Foundation New York Willard]. Hertz, Vice President, Program Planning and Dissemination Charles Stewart Matt Foundation Flint Gilbert Hudson, President Hudson-Webber Foundation Detroit Patricia B. johnson, Executive Director Muskegon County Community Foundation Muskegon Ted L.Johnson, President Emeritus The Fremont Area Foundation Fremont Donald A. Lindow, Vice President National Bank of Detroit Detroit W. Calvin Patterson, III Executive Director McGregor Fund Detroit 14 �Carl F. Reitz, Secretary Besser Foundation Alpena Evelyn Machtel, Vice President Jack F. Wolfram Foundation La nsing Margaret A. Riecker, President Harry A. & Margaret D. Towsley Foundation Midland Robert B. Miller, Chairman 1973-82 Albert L & Louise B. Miller Foundation Battle Creek Leonard W. Smith, President The Skillman Foundation Detroit James M. Richmond, Executive Director Community Foundation of Greater Greenville South Carolina 1981-86 RobertA. Risselade, Trustee The Wege Foundation Grand Rapids 1975-81 H erbert F. Spieler, Manager of Public Affairs Consumers Power Company Jackson 1973-75 Amy Turner Detroit Neurosurgical Foundation Anthony T. Sullivan, Secretary Earhart Foundation Ann Arbor 1973-7 4 Judith S. Hooker, Chairman Robert L. &Judith S. Hooker Foundation Alfred H. Taylor,Jr., Chairman The Kresge Foundation Troy 1973-74 Cleveland Thurber,Jr., Senior Vice President Comerica Incorporated Detroit 1982-84 William S. White, Chairman and President Charles Stewart Mott Foundation Flint 1973-84 Sally]. Yerex, Second Vice President National Bank of Detroit Florida 1973-83 Dr. Robert D. Sparks, President W. K. Kellogg Foundation Battle Creek William V. Weatherston, Vice President-Industry The Stroh Brewery Company Detroit Peter M. Wege, Vice Chairman / Trustee Steelcase Corporation/ Steelcase Foundation Grand Rapids ADVISORY CABINET Chairman Dr. Russell G. Mawby, Chairman 1973-74 WK. Kellogg Foundation Battle Creek Sue Blandford, Trustee Grand Rapids Foundation Grand Rapids 1985-87 Nathan B. Driggers, President Harder Foundation East Detroit 1975-83 Allan]. Fletcher, Vice President Comerica Incorporated Grosse Pointe 1983-87 Herman F. Gertz, President Herman & Irene Gertz Foundation Monroe 1976-82 Thomas W. Herbert, Vice President & Treasurer The Kresge Foundation Troy 1976-85 MilesJaffe, Esq. Honigman, Miller, Schwartz & Cohn Detroit 1975-76 Keith D. Jensen, President The Jensen Foundati on Ann Arbor 1978-87 James R. Kettler, Trustee James A. Welch Foundation Flint 1973-74 1977-84 Richard Levey The Shiffman Foundation Sylvia McNarney McGregor Fund Donna Rust ANR Pipeline Company Leonard W. Smith The Skillman Foundation R. Sue Smith The Stroh Brewery Company Government Relations William W. Allen* Elsa U. Pardee Foundation Malcolm G. Dade, Jr. Detroit Edison Stephen T. Economy Micbigan Bell Telephone Company Edward]. Frey The Frey Foundation Willard]. Hertz Charles Stewart Mott Foundation James R. Kettler James A. Welch Foundation 1987-88 COMMITTEES (The Chairman and President serve as ex-officio members of all CMF committees.) Audit Carl F. Reitz, Chairman Besser Foundation Thomas W. Herbert The Kresge Foundation Nicholas M. Gabriel The Ford Foundation Ted L.Johnson The Fremont Area Foundation Detroit Area Grantmakers Program Marvin A. Frenkel, Chairman The Meyer & Anna Prentis Family Foundation, Inc. Mary E. Bradish Michigan Consolidated Gas Company C. David Campbell Community Foundation for Southeastern Michigan Gilbert Hudson Hudson-Webber Foundation Kay W. Hunt Detroit Edison Sandra G. Hussey Council of Michigan Foundations 15 AlyceJinian Michigan Bell Telephone Company E.B. Morley,Jr. Morley Brothers Foundation John]. Nowicki General Motors Foundation Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation Dr. Robert D. Sparks W. K. Kellogg Foundation Information Systems Margaret A. Riecker, Chairman Harry A. & Margaret D. Towsley Foundation Michael Dively Mukti Fund Jeri L. Fischer Council of Michigan Foundations H. Halladay Flynn Community Foundation of Greater Flint Barbara]. Getz The Kresge Foundation Robert E. Hencey W. K. Kellogg Foundation Stevie H ertz Michigan Foundation Center Regional Collections W. Calvin Patterson, Ill McGregor Fund Judy Y. Samelson Charles Stewart Mott Foundation *Deceased, November 1987 �T Membership Gilbert Hudson, Chairman Hudson-Webber Foundation Leo]. Brennan,Jr. Ford Motor Company Fund Lynn A. Feldhouse Chrysler Corporation Fund Allan]. Fletcher Comerica Incorporated Barbara]. Getz The Kresge Foundation Beth Goebel Dyer-lves Foundation Sandra G. Hussey Council of Michigan Foundations jane H. Idema Grand Rapids Foundation joyce F. Hecht David M. &Joyce F. Hecht Foundation Mariam C. Noland Community Foundation for Southeastern Michigan KayW. Hunt Detroit Edison Kari Schlachtenhaufen The Skillman Foundation Robert A. Sajdak Manufacturers National Bank of Detroit R. Sue Smith The Stroh Brewery Company Maureen H. Smyth Charles Stewart Mott Foundation Ira Strumwasser Michigan Health Care Education & Research Fnd., Inc. Therese M. Thorn W. D. & Prudence A. Mcintyre Foundation Amy Turner Detroit Neurosurgical Foundation Peter M. Wege Steelcase Corporation/ Steelcase Foundation Ron ald E. Weger W. B. & Candace Thoman Foundation Membership Services Howard D. Kalleward, Chairman Kalamazoo Foundation Amy Turner Detroit Neurosurgical Foundation Peter M. Wege Steelcase Corporation/ Steelcase Foundation Increasing Philanthropy Dr. Russell G. Mawby, Chairman W. K. Kellogg Foundation Herbert H . Dow Herbert H. & Grace A. Dow Foundation Edward]. Frey The Frey Foundation Judith S. Hooker Robert L. & Judith S. Hooker Foundation Gilbert Hudson Hudson-Webber Foundation Robert B. Miller Albert L. & Louise B. Miller Foundation Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation Robert F. Sage* Sage Foundation Leonard W. Smith The Skillman Foundation Duane L. Tarnacki Clark, Klein & Beaumont Peter M. Wege Steelcase Corporation/Steelcase Foundation *Deceased STAFF Laura A. Davis WK. Kellogg Foundation Public Issues Frances A. Hanson Winship Memorial Scholarship Fund Leo ]. Brennan,Jr. , Ch airman Ford Motor Company Fund Dorothy A. johnson President KayW. Hunt Detroit Edison C. David Campbell Community Foundation for Southeastern Michigan _ Sandra G. Hussey Member Services Director Sandra G. Hussey Council of Michigan Foundations Patricia B. johnson Muskegon County Community Foundation Ronald N. Kilgo re Dorothy U. Dalton Foundation jeanene B. Mallmann Kellogg Company W. Calvin Patterson , III McGregor Fund Leonard W. Smith The Skillman Foundation Nominating Donald A. Lindow, Chairman National Bank of Detroit judith S. Hooker Robert L. &Judith S. Hooker Foundation Howard D. Kalleward Kalamazoo Foundation W . Calvin Patterson , III McG regor Fund Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation 15th Annual Conference Program Robert E. Hencey, Chairman W. K. Kellogg Foundation Ludger A. Beauvais Edward C. & Hazel L. Stephenson Foundation Elyse Goldin Essick First of America Bank Keith D.jensen The Jensen Foundation W. Calvin Patterson, III McGregor Fund Leonard W. Smith The Skillman Foundation Dr. Robert D. Sparks W. K. Kellogg Foundation Improving Philanthropy Dr. Russell G. Mawby, Chairman W. K. Kellogg Foundation Herbert H. Dow Herbert H. & Grace A. Dow Foundation Dr. Peter R. Ellis W. K. Kellogg Foundation Willard]. H ertz Charles Stewart Mott Foundation Gilbert Hudson Hudson-Webber Foundation KayW. Hunt Detroit Edison Ted L.johnson The Fremont Area Foundation Dr. joel]. Orosz W. K. Kellogg Foundation W. Calvin Patterson, III McGregor Fund Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation Leonard W. Smith The Skillman Foundati on WilliamS. White Charles Stewart Matt Foundation 16 jeri L. Fischer Staff Associate Linda B. Patterson Program Associate-Improving Philanthropy jane F. Morgan Program Associate-Energy JudyM. Carl Secretary / Receptionist john L. Allen Editor, 'The Michigan Scene" Stevie H ertz Volunteer, Michigan Foundation Center Regional Collections �COUNCIL OF MICHIGAN FOUNDATIONS' MEMBERS Addison Knight Family Charitable & Educational Foundation Adrian Orville D. & Ruth A. Merillat Foundation Albion Albion Civic Foundation* Alpena Besser Foundation* Northeast Michigan Community Foundation* Ann Arbor Ann Arbor Area Foundation Citizens Trust Domino's Foundation Earhart Foundation The j.F. Ervin Foundation* TheJensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation The Pryor Foundation Harry A. & Margaret D. Towsley Foundation* Battle Creek Greater Battle Creek Foundation* Guido A. & Elizabeth H. Binda Foundation Charles &Jessie Brackett Memorial Scholarship Fund WK. Kellogg Foundation* Kellogg Company Kellogg Company 25-Year Employees' Fund, Inc.* McCurdy Scholarship Foundation, Inc. Albert L. & Louise B. Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund Bay City Bay Area Community Foundation* Kantzler Foundation* Oscar P. & Louise H. Osthelder Charitable Foundation Benton Harbor Whirlpool Foundation Buckley VanValkenburg Foundation Cadillac Kysar Industrial Corporation Foundation Caro Claude D. & Etta H. Andrews Foundation Detroit Metropolitan Area Allied Corporation ANR Pipeline Company Ameritech Publishing, Inc.* William R. Angell Foundation The Charles Shirley Avery Foundation Charles M. Bauervic Foundation Bauervic-Carroll Foundation Bauervic-Paisley Foundation Joseph E. Beauchamp Trust The Borman's, Inc. Fund Bundy Foundation Gerald W Chamberlin Foundation, Inc. Chrysler Corporation Fund* Comerica Incorporated Community Foundation for Southeastern Michigan* Dayton Hudson Department Store Company* Detroit Edison* Detroit Neurosurgical Foundation* Earl-Beth Foundation* Glenn D. Curtis Edmore Trust* H.T. Ewald Foundation* Federal-Mogul Corporation Charitable Trust George R. & Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund* Gannett Foundation General Motors Foundation Gordy Foundation, Inc. The Gornick Fund Grosse Pointe Park Foundation Harder Foundation Health Education Foundation Myrtle E. & William G Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lynelle Holden Fund Hudson-Webber Foundation* Jewish Community Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Lyon Foundation, Inc. Alex & Marie Manoogian Foundation Manufacturers National Bank of Detroit Masco Corporation Charitable Trust McGregor Fund B.D. &Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation W.D. & Prudence A. Mcintyre Foundation Metro Health Foundation Michigan Bell Telephone Company Michigan Consolidated Gas Company* Michigan Health Care Education & Research Foundation, Inc. Louise Tuller Miller Trust T.B. Murphy Foundation Charitable Trust National Bank of Detroit* William & Mary Pagel Trust* The Meyer & Anna Prentis Family Foundation, Inc. Harold & Carolyn Robison Foundation* Sage Foundation Schwartz Family Foundation The Nate S. & Ruth B. Shapero Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation* George M. & Mabel H. Slocum Foundation 17 Edward C. & Hazel L. Stephenson Foundation The Stroh Brewery Company Keith W. Tandinger Foundation Mary Thompson Foundation The Trico Foundation UNISYS Samuel L. Westerman Foundation Wetsman Foundation David M. Whitney Fund Matilda R. Wilson Fund Isadore & Beryl Winkelman Foundation Flint Viola E. Bray Charitable Trust Citizens Commercial & Savings Bank Community Foundation of Greater Flint* Genesee NBD Bank Charles Stewart Harding Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation* Ruth Mott Fund James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation* The Gerber Companies Foundation Grand Blanc Grand Blanc Community Foundation* Grand Haven Erickson Foundation* Grand Haven Area Community Foundation* JSJ Foundation* Lee Foundation The Lou tit Foundation * Wigginton Educational Foundation Grand Rapids Baldwin Foundation Max D. & Constance M. Boersma Charitable Trust* Richard M. & Helen DeVos Foundation L.M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-Ives Foundation The Frey Foundation* Grand Rapids Foundation David M. &Joyce F. Hecht Foundation Robert L. & Judith S. Hooker Foundation* The Keeler Fund Sam &Jane Kravitz Foundation The Lexo Charitable Trust Loosemore Foundation Michigan National Bank* NBD Grand Rapids, N.A. Old Kent Bank & Trust Company* The Sebastian Foundation Steelcase Foundation Vogt Foundation The Wege Foundation* �Hartland The Heartland Foundation Holland Holland Community Foundation* Jackson Aeroquip Foundation* Samuel Higby Camp Foundation Consumers Power Company Hurst Foundation Jackson Foundation Robert]. Simpson Foundation Kalamazoo The Acme Foundation Dorothy U. Dalton Foundation John E. Fetzer Foundation* First of America-Michigan Irving S. Gilmore Foundation, Inc. Havirmill Foundation Kalamazoo Foundation* McColl-Batts Foundation Monroe-Brown Foundation Old Kent Bank of Kalamazoo The Power Foundation A.M. Todd Company Foundation* The Upjohn Company Harold & Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Granger Foundation Greater Lansing Foundation India Foundation W.B. & Candace Thoman Foundation FrankS. & Mollie S. VanDervoort Memorial Foundation John & Elizabeth Whiteley Foundation Ludington Ludington Area Foundation Manistee Manistee County Foundation Marcellus Marcellus Community Foundation, Inc. Marshall Marshall Civic Foundation Midland Allen Foundation, Inc.* Barstow Foundation Chemical Bank & Trust Company The Herbert D. &Junia Doan Foundation The Dow Chemical Company Foundation Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation Herbert H. & Grace A. Dow Foundation* Rollin M. Gerstacker Foundation The Midland Foundation* Elsa U. Pardee Foundation May Mitchell Royal Foundation Charles]. Strosacker Foundation Monroe Community Foundation of Monroe County Herman & Irene Gertz Foundation* La-Z-Boy Chair Foundation* Monroe Auto Equipment Foundation Trust Muskegon Muskegon County Community Foundation* Sealed Power Foundation Niles Edward & Irma Hunter Foundation* Okemos Talbert & Leota Abrams Foundation* Owosso Alvin M. Bentley Foundation Shiawassee Foundation Port Huron Community Foundation of St. Clair County Rochester Greater Rochester Area Community Foundation* St. Joseph Berrien Community Foundation, Inc.* Jack D. & Fredda S. Sparks Foundation Frederick S. Upton Foundation Saginaw Arnold & Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Francis Mills Foundation Morley Brothers Foundation Saginaw Community Foundation* Second National Bank Wickson-Link Memorial Foundation The Wolohan Family Foundation Tecumseh Allen H. Meyers Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City MuktiFund Rotary Charities of Traverse City* Ypsilanti Trans Continental Airlines-Airtrust Foundation Zeeland Herman Miller, Inc. California Mervyn's New York The Ford Foundation The Iacocca Foundation *In 1987-88, 57 members contributed more than $151 ,000 in grants and inkind equipment to CMF in addition to their regular membership fees. COUNCIL OF MICHIGAN FOUNDATIONS One South Harbor Avenue, Suite 3 PO. Box 599 Grand Haven, Michigan 4941 7 (616) 842-7080 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1987_AR_1987-1988 Title A name given to the resource Council of Michigan Foundations Annual Report 1987-1988 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1987-1988. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49711 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1987/1988 https://digitalcollections.library.gvsu.edu/files/original/db81836f30ef226604262a25383b1da6.pdf f6124f316e9baec80a3df537299a1362 PDF Text Text A N N U A L 1 9 8 8 8 9 COUNCIL OF MICHIGAN FOUNDATIONS R E P 0 R T �About the Council of Michigan Foundations The Council of Michigan Foundations (CMF) is a nonprofit association of 250 Michigan grantmakers, including 159 private foundations, 36 community foundations, 42 corporate foundations and giving programs, and 13 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 30 other regional associations throughout the country. Council of Michigan Foundations Board of Trustees and officers Concept and Copy: Stein Communications, Inc. Design and Graphics: Bill Buckett Associates Photography: Mary E. Nolen, Nolen Productions; Kevin A. Beswick, Steel case, Inc.; Dave Jarrod, Action Photo; Lou Ann Morgan, WK. Kel logg Foundation; and Robert Barnes, Dow Chemical Company. Purposes - To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. - To represent Michigan grantmakers' interests and concerns with the officials oflocal, state and national government. - To increase private and community foundation and corporate grantmaking resources in the State of Michigan. - To increase the efficiency and effectiveness of Michigan's philanthropic network. -To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. �A Message toCMF Members The end of a decade traditionally is a time for reflection on past accomplishments as well as an opportunity to identify the challenges of the future. While the Council of Michigan Foundations has been fortunate to experience the former, we also anticipate there will be no shortage of the latter as we enter the 1990s. Midway through the 1980sin 1984 to be exact-CMF's Board of Trustees developed a five-year plan to guide the organization through the remainder of the decade. Under the leadership of Gilbert Hudson, president of the Hudson-Webber Foundation, 11 goals were identified as well as strategies to meet them. Taken together, they reflect two major reasons for CMF's 16 years of operation: first, to provide quality services to permit Michigan's grantmakers to maximize their resources and expertise to address the issues and social needs of our state, society and world; and second, to establish a nurturing environment for further growth of philanthropy in the state. One measure of_our success is in hard numbers-our membership grew nearly 25 percent during this period to an all-time high of250. We believe we have been responsible, at least in part, for the growth in the number of private foundations in Michigan, up 10 percent to over 900. Gifts to community foundations have increased 20 percent. Although there is no accurate measure of the number of new corporate giving programs, if the number of inquiries we receive is any indication, we believe we have contributed to progress here as well. However, we know we cannot take all the credit-the economy, certain tax legislation, and sheer needplayed the major roles. Our past successes are the result of the hard work and dedication of our members, and their trustees and employees. For it is these volunteers who serve on CMF 's Board, act as our advisors and participate on our committees. Although their names are found at the end of this annual report, 0 N E the lists cannot reflect the efforts of their predecessors nor the commitment that will be required of those who serve in the future. While we believe that the future looks encouraging for Michigan philanthropy, there will be no shortage of challenges. In the coming months we will begin a major initiative to encourage corporate giving as well as to increase the number of private foundation donors. We also will be working with Michigan's community foundations to help them utilize the new income tax credit legislation. Our resources will continue to be available to existing foundations. CMF is committed to strengthening the practice of philanthropy through establishing additional training and educational opportunities in the not-for-profit sector. Philanthropy and foundations as we know them today are a product of the early 20th Century. As we enter the final years of that same century, we believe we have a special opportunity to assist our members and the field as a whole to make the transition into the 1990s and beyond . John E. Marshall, III Chairman Dorothy A. Johnson President �- - -------- --- - -- ---- - - - - - - - - - -- Programs - - - - - - - During its sixteenth year the Council of Michigan Foundations added a number of major initiatives to its existing programs to benefit its members and strengthen philanthropy in Michigan. These new programs are providing technical assistance for both emerging and mature community foundations , establishing new community foundations, developing youth leadership opportunities, and managing a three-state research project sponsored by the Council on Foundations . Major strides have also been made in ongoing projects including CMF's legislative initiatives, conferences and workshops that have been the hallmark of the Council since its earliest years. istee and Ingham Counties-create community foundations. A seventh, the Oceana County Community Foundation, was set up as a fund of the Muskegon County Community Foundation. Activities designed to encourage the formation of private foundations, as well as corporate foundations and giving programs, were also implemented. CMF worked closely with the Michigan State Chamber of Commerce , local chambers of commerce, Michigan corporations, selected business and professional organizations, and professional publications toward this end. Increasing Philanthropy in Michigan A major grant from the Charles Stewart Mott Foundation funded a new CMF project to provide technical assistance and consulting services to Michigan community foundations. Activities provided under the three-year project include site visits, participation in trustee-level planning retreats, assisting newly established community foundations , providing presentations to communities investigating the community foundation concept, special training programs, and development and distribution of new publications. As part of this initiative, CMF entered into a contract with the Council on Foundations, Inc. to research and identify those factors affecting the creation and development of community foundations in Michigan, Indiana and Ohio cities of 250,000 or fewer residents. The Council on Foundations will replicate the model for national use. Final results of the research will be presented and published in 1989 and 1990. Through a $2 million grant from the W.K. Kellogg Foundation, the Council of Michigan Foundations launched a three-year program on behalf of Michigan community foundations to increase their nuJ]lber, develop leadership and volunteer opportunities for youth within a community foundation context, and develop ways for large private foundations to assist community foundations . In October, three community foundations (Battle Creek, Greater Flint, and Southeastern Michigan) received $100,000 individual challenges to initiate the raising of matching two-for-one funds as part of the Michigan Foundation Youth Project. Each recipient is developing a youth advisory committee, with half the members age 21 or younger. This program is closely linked to a second project funded by the Charles Stewart Mott Foundation to provide technical assistance services to Michigan community foundations (see the following section on Membership Services). Two full-time and one part-time positions were added to the CMF staff to handle the two projects. CMF assisted four cities and two counties-Marquette, Cadillac, Ludington, Eaton Rapids, and Man- T w 0 M embership Services and Technical Assistance �1988-89 HIGHLIGHTS he W;K. Kellogg and Charles Stewart Mott Foundations granted CMF more than $2 million to establish new programs to strengthen community foundations and develop new youth leadership initiatives. Annual Council of Michigan Foundations Conference held November 2 to 4 in Detroit. ovemor James Blanchard signed the Michigan Community Foundation Tax Credit into law in late 1988. The new legislation provides state income tax credits to individuals and businesses making contributions to certified Michigan community foundations. MF published four new major publications or updates, including the sixth edition ofThe Michigan Foundation J)irectory and two videotapes, "Grantmakingfor Results" and "The View from the Other Side." sojMarch31, 1989, CMF membership reached 242; three months later it rose to 250. MF instituted its .first executive-in-residence program whereby members can volunteer staffassistance to enhance and expand CMF programs. �WILLIAM W. Programs ALLEN FUND or over 15 years William W. Allen, a founding CMF trustee and.first chairman of the Council's Government Relations Committee, tirelessly fought for the right oflegitimate grantmaking without undo restrictions throughout Michigan and the nation. His interest in philanthropy spanned more than four decades. He served as vice president and secretary of the Elsa U. Pardee Foundation, and with the dream of helping to alleviate malnutrition in the United Statest he created the Allen Foundation in 1975. Mr. Allen died on November 12, 1987. Later that year the CM'F Board of'l'tustees established the William W. Allen Fund, a permanent endowment fund designed to support Michigan grantmakers' interests and concerns with state and federal governments. CMF members ha~ contributed nearly $70,000 to the Allen Fund. It is CMF's hope that the William W. Allen Fund's legislative and educational advocacy will match Mr. Allen's personal commitment and effectiveness. William W. A,llen ���In July, Battle Creek foundations hosted over 55 colleagues from other Michigan grantmaking organizations during a Grantmaker Visitation Program. This day-long program provided staff and trustees a first-hand view of how various foundations handle grantmaking, administrative and financial matters. The state's two regional grantmakers ' groups-the Detroit Area Grantmakers and the Kent County Donors Forum-met periodically throughout the year to discuss topics of concern in their respective geographic areas. The Council of Michigan Foundations continued to provide the staff support and serve as the fiscal agent for the State of Michigan Community Foundation Energy Initiative, a $3 million program. Conferences and Workshops "Tomorrow's Needs- Today's Opportunities'' defined the broad parameters of the Council of Michigan Foundations' 16th Annual Conference in Detroit from November 2 to 4. Michigan grantmakers discussed a range of issues including youth , crime, health, educational reform, the environment and the economy as well as philanthropic management and grantmaking concerns. More than 600 participants heard Roger B. Smith, chairman and chief executive officer of General Motors Corporation, deliver the keynote address with a message that communication and collaboration contribute to more effective grantmaking. Other featured speakers included Eugene M. Lang, president of the I Have A Dream Foundation, and James Gustave Speth of the World Resources Institute. The conference's 24 working sessions were punctuated by several dinners and receptions. Other special events included tours of Detroit's historical museums, distinctive architectural structures, and recent riverfront developments. Robert B. Miller, Sr., chairman of The Miller Foundation of Battle Creek, served as the honorary chairman, while Donald A. Lindow, vice president of the National Bank of Detroit, was the program chairman. Amy Turner, executive director of the Detroit Neurosurgical Foundation, and William V. Weatherston, vice president-industry of The Stroh Brewery Company, welcomed the delegates as co-chairs of an active host committee. During the year CMF cosponsored a new series of workshops and seminars, including a conference attended by over 60 participants on AIDS and Michigan foundations. The co-sponsor was the Michigan Department of Public Health. Fifteen University of Michigan graduate journalism fellows attended a March seminar on the news media's coverage of philanthropy. Held at the Miller House in Battle Creek, it was sponsored by CMF, the W.K. Kellogg Foundation and The Miller Foundation. CMF 's two-day March workshop on community foundations brought staff and trustees together in Lansing to discuss investment and management issues unique to community foundations. Presenters and participants explored grantmaking, asset development and the Michigan Community Foundation Tax Credit. A corporate giving workshop was held in May. Sponsored by the Council , the Greater Detroit Chamber of Commerce and the Michigan State Chamber of Commerce, 80 participants met in Detroit to discuss grantmaking, management and legislative issues related to corporate philanthropy. Each year, CMF's Board of Trustees holds its annual meeting in a different part of the state, and also provides an opportunity for grantmakers in the region to meet prior to s E v E N that meeting . Over 100 staff and trustees from Northern Michigan foundations and corporate giving programs met in Midland. The hosts for the program were Herbert and Barbara Dow of the Herbert H. and Barbara C. Dow Foundation . Russell G. Mawby, chairman of the W.K. Kellogg Foundation, spoke on the challenges facing Michigan philanthropy. Legislative and Industry Liaison Most of Michigan's 40 community foundations are the beneficiaries of new legislation initiated by the Council of Michigan Foundations that permits individual and business state tax credits for gifts to Michigan community foundations . Signed into law the final days of 1988 by Governor James J . Blanchard, the Michigan Community Foundation Tax Credit permits a maximum credit of 50 percent of the amount donated up to $100 for individuals , $200 for couples, or $5,000 for businesses. It is in effect until1991, and is expected to generate $3 million in private gifts to philanthropy and at least $6 million for the community foundations and philanthropy. CMF worked two years on the legislation and was instrumental in its passage. The concept of a tax credit for community foundations was developed by John E. Hopkins, executive director of the Kalamazoo Foundation. Both Russell G. Mawby, chairman of CMF's Increasing Philanthropy Committee, and Mariam C . Noland, a CMF trustee and head of a community foundation , testified in favor of the bill during hearings in the Michigan legislature. �CMF worked with nonprofits throughout the state to assist with the implementation of recent technical revisions to previous legislation to limit the liability of directors and trustees serving on 501 (c)(3) boards. The Developing Good Will Project, now in its fourteenth year, continued educating members of Michigan's state legislature and Congressional representatives about the work and contributions of philanthropy. Personal meetings were held between CMF members and legislators in most of the state 's 18 Congressional districts. CMF staff members cooperated with other state-level, as well as national, organizations working on behalf of philanthropy and the not-forprofit sector. These included the Council on Foundations, Regional Association ofGrantmakers , Foundation Center, National Committee on Responsive Philanthropy, Independent Sector, United Way of Michigan, Michigan League for Human Services, Metro Detroit GIVES, Accounting Aid Society of Detroit, and state and local chambers of commerce. Public Information and Publications In addition to publishing several new books on grantmaking and Michigan grantmakers, CMF continued to provide readily accessible information on Michigan foundations and philanthropic issues to the public and the press. During 1988-89, four major publications or updates of existing material were released. The sixth edition of The Michigan Foundation Directory included a special section documenting the grantmaking of Michigan corporate foundations and corporate giving programs. The first edition of The Michigan Nonprofit Resource Directory, published in cooperation with the Accounting Aid Society of Detroit, was released in June , and the third and fourth updates of Establishing a Charitable Foundation in Michigan were also published. Over 250 copies of The Michigan Matching Gifts Program Manual were sold. CMF also released its first two videotapes , "Grantmaking for Results," and "The View from the Other Side." The first is a "how-to" tape for grantmakers, while the second is a candid assessment of the relationship between grantee and grantor. Publications produced on CMF activities included an annual report, special memos to members, and four editions- of the tabloid, "The Michigan Scene ." Staff responded to an average of four requests per week from the media, as well as regularly meeting with members of editorial boards. Articles on Michigan philanthropy appeared in seven major Michigan newspapers, as well as in The Wall Street Journal, New York Times, and USA Today. CMF makes available free or for purchase directories, books, surveys, brochures, and occasional papers on Michigan foundations, foundation management and grantmaking, and nonprofit management. A complete list may be obtained by contacting the Council's office in Grand Haven. E G H T Other Resources CMF materials, as well as those produced by other organizations, are available at many Foundation Center Regional Collections scattered throughout Michigan. They generally provide a core collection of Foundation Center publications, as well as supplemental materials. Cooperating collections are located at: Alpena County Library Henry Ford Centennial Library Grand Rapids Public Library The Library, Michigan Technological University Purdy/Kresge Library, Wayne State University Michigan State University Libraries University of Michigan- Flint Farmington Community Library University of Michigan-Ann Arbor Sault Ste. Marie Area Public Schools ��Financial Statements Statements of Support, Revenues and Expenses and Changes in Fund Balances Council of Michigan Foundations, Inc. Unrestricted Balance Sheets Council of Michigan Foundations, Inc. General Operating Fund March 31 1988 1989 Assets Support and revenues: Support-grants Revenues: Contributions Conferences Workshops Publications Interest income and other Current Assets Cash Short-term investments 6,869 4,059,414 $ 26,716 2,954,007 4,066,283 2,980,723 Furniture Equipment 38,711 158,234 32 ,015 133,352 Total Revenues Total Support and Revenues Less allowances for depreciation 196,945 76,973 165 ,367 49 ,304 Expenses: 119,972 116,063 $4,186,255 $3,096 ,786 Total Current Assets $ Furniture and Equipment Total Assets ..._ Liabilities and Fund Balances Current Liabilities Accounts payable Deferred revenue: Kellogg Youth Program- Note C Energy initiative program-Note D William W. Allen Fund Other deferred revenue Total Current Liabilities $ $2,065,688 1,701,040 69,975 78,279 3,914,982 9,937 2,785 ,731 46 ,855 2,842 ,523 Total Fund Balances Total Liabilities and Fund Balances Grants Salaries, taxes and benefits Contracted services Conferences Workshops Printing and publications Meetings and travel Telephone and postage Scholarship activities Equipment lease and maintenance Occupancy General supplies Books and subscriptions Insurance Depreciation Total Expenses Fund Balances Unrestricted: General operating Survey and directory (deficit) Net investment in furniture and equipment Survey and Directory Fund 154,264 (2,963) 119,972 128 ,909 9 ,291 ll6 ,063 271,273 254 ,263 $4,186,255 $3,096,786 Support and Revenues Over (Under) Expenses Fund balances at beginning of year Transfers-furniture and equipment acquisitions Fund Balances at Year-End See notes to financial statements. See notes to financial statements. T E N $260,449 103 ,138 16,394 681 15 ,449 $31 ,225 396,111 31 ,225 396,111 31 ,225 148 ,992 8,537 96 ,853 16,378 22 ,346 11 ,644 13 ,677 8,826 1,094 6,500 28 , 114 8,241 2,447 1,381 20 ,931 1,589 543 1,027 8,674 365,110 42,684 31 ,001 128,909 (11 ,459) 9,291 (5 ,646) $1 54,264 (795) $(2,963) �Restricted Increasing Philanthropy Fund Improving Philanthropy Fund Mott Community Foundation Technical Assistance Fund Kellogg Youth Admin is!ration Fund Community Foundation National Fund Energy Initiative Fund (Note D) Energy Initiative Administrative Fund Community Foundation Directed Energy Fund $214,269 $31,003 443,061 103,138 16,394 33,514 231 ,730 391,705 111,918 19,577 23 ,463 170,685 827,837 717,348 50,000 1,962 ,527 931 ,617 50,000 $ 27 ,669 1,312,471 229,332 70,470 96,853 17,211 62,462 27,729 24,402 6,533 9,983 28,114 17,769 13,138 1,381 27,669 375 ,166 147,099 118,204 102,127 16,045 26,968 20,677 17 ,956 10,000 8,484 26,887 8,835 3,571 1,430 26,896 27,669 1,945 ,517 910,345 17,010 254,263 21 ,272 232,991 $119,972 $ 271,273 $254,263 $50,000 $3 1,382 $45,042 $18 ,500 $ 24,801 38,500 177 ,781 33 ,492 31 ,382 45 ,042 18,500 63,301 177 ,781 31 ,003 33 ,492 31 ,382 45,042 18,500 63,301 1,262 ,471 31 ,003 28,552 17,244 897 22,880 1,154 10,885 1,542 20,505 1,600 1,568 53 1,627 153 6,545 3,403 1,298 1,946 2,070 860 484 1,925 5,709 3,379 314 392 196 5,975 3,504 1,121 6,533 495 338 1,244 157 1,063 315 924 526 2,281 903 859 3,045 273 329 1,608 1,262,471 27,094 1,226 1,346 851 ~ 33 ,492 31,382 45,042 18,500 38,1 64 1,262,471 31,003 50,000 - 0- - 0- -0- - 0- 25 ,137 - 0- -0- - 0- (25,137) $ - 0- $ -0- $ - 0- $ -0- $ E (27 ,669) 116,063 31 ,578 -0- $ L Totals Year Ended March 31 1989 1988 $1,134,690 $1 ,084 ,690 $31,884 Furniture and Equipment Fund E -0- v $ E - 0- $ N - 0- �Report of Independent Auditors Statements of Cash Flows Council of Michigan Foundations, Inc. Year Ended March 31 1989 1988 Board of Trustees Council of Michigan Foundations, Inc. Grand Haven, Michigan Operating Activities Excess of support and revenues $ 17,010 over expenses Adjustments to reconcile excess of support and revenues over expenses to net cash provided by operating activities: 27,669 Depreciation Changes in operating assets and liabilities: (9,937) Accounts payable Deferred revenue 1,082,396 Net Cash Provided By Operating Activities ,, I, $ 1,117,138 21,272 We have audited the accompanying balance sheets of the Council of Michigan Foundations, Inc. as of March 31, 1989 and 1988, and the related statements of support, revenues and expenses and changes in fund balances and cash flows for the years then ended. These financial statements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Council of Michigan Foundations, Inc. at March 31, 1989 and 1988, and the results of its operations and its cash flows for the years then ended in conformity with generally accepted accounting principles. 26,896 5,241 2,760,395 2,813,804 Investing Activities Purchases of furniture and equipment (31,578) (32,185) Increase in Cash and Short-Term Investments 1,085,560 2,781,619 Cash and short-term investments at beginning of year 2,980,723 199,104 $4,066,283 $2,980,723 Cash and Short-Term Investments at End of Year I ) Denotes reduction in cash and short-term investments. See notes to financial statements. ~~~uJ~ Grand Rapids, Michigan May 12, 1989 T w E L v E �Notes To Financial Statements Council of Michigan Foundations, Inc. March 31, 1989 Note A-Summary of Significant Accounting Policies Statement Presentation: The accompanying financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into fund groups. Funds restricted by outside sources are distinguished from unrestricted funds. Restricted funds may only be utilized in accordance with the purposes established by the source of such funds and are in contrast to unrestricted funds, over which the Board of Trustees has full control as to use in pursuing any ofthe Council's purposes. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. A complete presentation of expenses by function is not practicable because of the manner in which expenditures are accumulated throughout the year. Short-term Investments: Shortterm investments consist of certificates of deposit, commercial paper and money market funds that are carried at fair market value, which equals cost. Furniture and Equipment: Furniture and equipment are stated at estimated market value at date of receipt or at cost, if purchased. Depreciation is computed by the straight-line method at rates designed to amortize the basis of the assets over their estimated useful lives. Reclassifications: Certain amounts reported in the prior year have been reclassified to conform with the presentation used in 1989. Note B- Fund Purpose General Operating Fund: To record the receipt of membership contributions, conference revenue and other transactions relating to the administrative and service activities of the Council. Survey and Directory Fund: To record revenues and expenses associated with the biennial publication of The Michigan Foundation Directory, which includes a survey offoundation funding, in cooperation with the Michigan League for Human Services. Increasing Philanthropy Fund: To record revenues and expenses for a project aimed at increasing foundation and corporate giving for charitable purposes in the State of Michigan. Improving Philanthropy Fund: To record revenues and expenses related to a project aimed at enhancing educational and volunteer opportunities for the nonprofit sector. William W. Allen Fund: To record revenues and expenses directed towards further representation of private philanthropy in federal and state legislative and regulatory matters. Revenues are restricted contributions from the member foundations of the Council. This fund was established in honor of a former Council Board member who was also the first Government Relations Chairman. Mott Community Foundation Technical Assistance Fund: To record revenues and expenses related to providing technical assistance to Michigan community foundations. Funds are provided by the Charles Stewart Mott Foundation. Community Foundation National Fund: To record revenues and expenses associated with the three-state "Small Communities-Great Community Foundations" project, sponsored by the Council on Foundations and undertaken by the Council of Michigan Foundations. Kellogg Youth Fund: To record the receipt and disbursement or'grant monies provided by theW. K. Kellogg Foundation under the Michigan Community Foundation Youth Project grant agreement (see Note C). Kellogg Youth Administration Fund: To record the cost of administering the Kellogg Youth grant. Revenues are restricted contributions from theW. K. Kellogg Foundation. The Council administers the grant program for participating community foundations in the state. Energy Initiative Fund: To record the receipt and disbursement of grant monies provided by the State of Michigan, Department of Commerce under the Community Foundation Energy Initiative grant agreement (see Note D). Energy Initiative Administrative Fund: To record the cost of administering the State of Michigan Community Foundation Energy Initiative Grant. Revenues are restricted contributions from the member foundations of the Council. The Council coordinates the grant program for fourteen Council members and other organizations in areas of Michigan not served by participating community foundations. Community Foundation Directed Energy Fund: To record revenues and expenses related to a program which provides grants to specified community foundations to assist in their raising of matching funds for energy projects. T H R T E E N Furniture and Equipment Fund: To record the acquisition, depreciation and disposal of furniture and equipment. Note C-Kellogg Youth Program During fiscal 1989, the Council received a grant of $2,000,000 from theW. K. Kellogg Foundation for the Michigan Community Foundation Youth Project. The program will encourage youth development in local communities while strengthening community foundation leadership and grantmaking capacity. The Council acts as administrator of the grant, with all grant monies received from theW. K. Kellogg Foundation to be distributed to community foundation members under conditions defined by the grant agreement. The Council must return to the W. K. Kellogg Foundation any program funds which have not been expended by June30, 1991. NoteD-Energy Initiative Program During fiscal1988, the Council received a grant of $3,000,000 from the State of Michigan, Department of Commerce for the Community Foundation Energy Initiative. Under the terms of the grant, the Council and its affiliates will create a number of programs to improve the energy efficiency of the not-for-profit and low-income sectors. The Council acts as administrator of the grant, with all grant monies received from the State of Michigan to be distributed to its affiliates under conditions defined in the grant agreement. The Council must return to the Michigan Department of Commerce any program funds which have not been expended by September 30, 1990. Note E- Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(l) and 170(b)(l)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private foundations. �Membership CMF's membership grew to 242 by March 31 , 1989, an increase of 12 new members . By July 1, membership reached 250, a record for the Council. Governance The Council of Michigan Foundations' 21-member Board of Trustees met three times-in June and November, 1988 and March, 1989. Three new trustees were elected to the Board for three-year terms . The new trustees are Malcolm G. Dade, Jr.; Robert E. Hencey; and Stephen E. Upton. Edward J. Frey passed away in July, 1988. Dr. Robert D. Sparks completed a three-year term and was appointed to the CMF's Advisory Cabinet, which is made up of former trustees and assists the Board of Trustees . Trustees serve on at least one of 14 working committees: -Audit: supervises annual audit process - Detroit Area Grantmakers Program: plans topical meetings for Detroit Area Grantmakers - Government Relations: responsible for communications and relations with elected and appointed government officials, and other pertinent organizations; recommends policy positions on issues affecting grantmakers and grantees -Improving Philanthropy : coordinates CMF efforts for the Improving Philanthropy Program - Increasing Philanthropy: implements CMF efforts to increase grantmaking resources throughout the state -Information Systems: disseminates information about Michigan foundations and coordinates internal communications efforts -Membership: plans CMF recruiting efforts and advises on policy regarding eligibility -Membership Services : evaluates existing CMF services and develops new programs -Nominating : reviews slate of officers and recommends Board candidates -Annual Conference Program: plans programs for annual conferences -Annual Conference Host: plans and provides for special hospitality services for annual conference attendees -Public Issues: meets at the request of the Board to address questions raised by members and to consider general issues relating to philanthropy - Michigan Community Foundation Youth Project Advisory: reviews proposals and recommends funding of challenge grants for W.K. Kellogg Foundation Youth Program - Community Foundation Strategy Team: advises and supports implementation of Mott Michigan Community Foundation Technical Assistance Project and CMF efforts on behalf of its commgnity foundation members Board of Trustees & Officers Chairman John E. Marshall, III, President The Kresge Foundati on Troy Vice Chairman Leo J. Brennan, Jr., Executive Director Fo rd Motor Company Fun d Dearborn Vice Chairman Judith S. Hooker, Trustee Robert L. & Judith S. Hooker Foundation Grand Rapids Vice Chairman Mariam C. Noland , Executive Director Community Founda ti on for Southeastern Michigan Detroit President and Secretary Dorothy A. Johnson Council of Michigan Foun dations Treasurer Richard K. Rappleye, Vice President, Secretary /Treasurer Cha rles Stewa rt Matt Foundation Fl int Malcolm G . Dade , Jr., Vice President-Human Relations Detroit Edison Detroit Herbert H. Dow, President Herbert H. & Grace A. Dow Found ation Midland Edward J. Frey, Chairman* The Frey Foundati on Gran d Rapids Nicholas M . Gabriel, Comptroller Ford Foundation New Yo rk Administration Five full-time employees are responsible for the day-to-day operations of CMF and providing core services to its members. Three additional employees (two full-time and one part-time) are funded under the special community foundation initiative; other part-time employees are assigned to the Energy Initiative and Improving Philanthropy Project. A volunteer coordinates the activities of the Michigan Foundation Center Regional Collections. During the year the Council launched its first Executive-in-Residence Program whereby a member can volunteer a staff member to CMF. The first executive-in-residence was Dr. Peter R. Ellis, program director for the W.K. Kellogg Foundation, who spent 60 percent of his time during an eight month appointment working on CMF projects . Robert E. Hencey, Director of Dissemination & Communications WK . Kellogg Foundation Battle Creek Willard J. Hertz , Vice President Cha rles Stewart Matt Foundation Flint Gilbert Hudson, President Hudson-Web be r Foundation Detroit Patricia B. Johnson, Executive Director Muskegon County Community Foundation Muskegon Ted L. Johnson, President Emeritus The Fremont Area Foundation Frem on t Howard D. Kalleward, Trustee Dorothy U. Dalton Foundation Kala mazoo Donald A. Lindow, Vice President National Ba nk of Detro it Detroit W. Calvin Patterson, III, Executive Director McGregor Fund Detroit Carl F. Reitz, Secretary Besser Foundati on Alpena • Deceased July, 1988 F 0 u R T E E N �Margaret A. Riecker, President Herbert F. Spieler, Manager of Public Affairs Harry A. & Margaret D. Towsley Foundation Midland Consumers Power Company Jackson Leonard W. Smith, President The Skillman Foundation Detroit Alfred H. Taylor, Jr., Chairman Peter M. Wege, Vice Chairman/Trustee Steelcase Corporation/Steelcase Foundation Grand Rapids Chairman Dr. Russell G. Mawby, Chairman 1973-74 WK. Kel logg Foundation Battle Creek 1985-87 1975-83 Harder Foundation East Detroit Nancy P. Feller, Associate General 1983-84 Counsel and Director, Legal Counsel Ford Foundation New York 1983-87 Comerica Incorporated Grosse Pointe Herman F. Gertz, President 1976-82 Herman & Irene Gertz Foundation Monroe Thomas W. Herbert, Vice President & Treasurer The Kresge Foundation Troy Miles Jaffe, Esq. Honigman, Mil ler, Schwartz & Cohn Detroit Keith D. Jensen, President 1978-87 The Jensen Foundation Ann Arbor James R. Kettler, Trustee 1973-74 The James A. Welch Foundation Flint Evelyn Machtel, Vice President 1977-84 W. K. Kellogg Foundation Battle Creek Karla Hall Ameritech Publishing, Inc. National Bank of Detroit Florida Gilbert Hudson Hudson-Webber Foundation Sandra G. Hussey Counci l of Michigan Foundations Glenn F. Kossick Dorothy A. Johnson Metro Health Foundation President Richard Levey Sandra G. Hussey The Shiffman Foundation Member Services Director William C. Rands, III Jeri L. Fischer Raymond C. Smith Foundation Staff Associate Donna Rust Judy M. Carl ANR Pipeline Company Staff Associate Leonard W. Smith Linda B. Patterson* The Skillman Foundation Program Associate-Improving Philanthropy Ira Strum wasser Jane F. Morgan* Program Associate- Energy Michigan Health Care Education and Research Foundation, Inc. Karen E. Hayslip Amy Turner Detroit Neurosurgical Foundation Kathryn A. Agard Program Director-Community Foundation Project Government Relations Judith S. Hooker, Chair Secretary-Community Foundation Project Robert L. & Judith S. Hooker Foundation Marion J. Stokes* Malcolm G. Dade, Jr. Librarian-Community Foundation Project Detroit Edison John L. Allen* Laura A. Davis Editor, "The Michigan Scene" W. K. Kellogg Foundation Stevie Hertz** Stephen T. Economy Vo lunteer, Michigan Foundation Center Regional Co llections Willard J. Hertz Michigan Bell Telephone Company Dr. John E. Hopkins Kalamazoo Foundation 1988-89 Committees 1981-86 Audit Carl F. Reitz, Chairman 1975-81 The Wege Foundation Grand Rapids Dr. Robert D. Sparks, President Emeritus Little Caesar Enterprises, Inc. 1973-83 (The Chai rman and President serve as ex-officio members of all CMF comm ittees. I The Battle Creek Community Foundation Battle Creek Robert A. Risselade, Trustee The Meyer & Anna Pre ntis Family Foundation Rosemary Ging 1973-82 The Miller Foundation Battle Creek James M. Richmond, President Charles Stewart Mott Foundation Flint Charles Stewart Mott Foundation Jack F. Wo lfram Foundation Lansing Robert B. Miller, Chairman 1973-84 Judith A. Steudle 1975-76 Michigan Conso lidated Gas Company C. David Campbell Marvin A. Frenkel WilliamS. White, Chairman Secretary/Receptionist 1976-85 The Charles DeVIieg Foundation Commun ity Foundation for Southeastern Michigan Comerica Incorporated Detroit Staff Grand Rapids Foundation Grand Rapids Herbert Beyer Mary E. Bradish 1982-84 Sally J. Yerex, Second Vice President Advisory Cabinet Allan J. Fletcher, Vice President 1973-74 Cleveland Thurber, Jr., Senior Vice President The Stroh Brewery Company Detroit Lowell W. Baker, III Trans Continental Airlines Foundation The Kresge Foundation Troy William V. Weatherston, Vice President-Industry Nathan B. Driggers, President 1973-74 Earhart Foundation Ann Arbor Whirlpool Foundation Benton Harbor Detroit Area Grantmakers Program R. Sue Smith, Chair The Stroh Brewery Company Antony T. Sullivan, Secretary Stephen E. Upton, President Sue Blandford, Trustee 1973-75 1986-88 James R. Kettler The James A. Welch Foundation E. B. Morley, Jr. Morley Brothers Foundation John J. Nowicki Besser Foundation General Motors Foundation Nicholas M. Gabriel Margaret A. Riecker Ford Foundation Harry A. & Margaret D. Towsley Foundation Thomas W. Herbert Dr. Robert D. Sparks The Kresge Foundation W. K. Kel logg Foundation Ted L. Johnson Duane L. Tarnacki Clark, Klein & Beaumont The Fremont Area Foundation Richard K. Rappleye Charles Stewart Mott Foundation •part-time .. Deceased June, 1989 F F T E E N �Lowell W. Baker, III Information Systems Nominating Margaret A. Riecker, Chair Donald A. Lindow, Chairman Harry A. & Margaret D. Towsley Foundation National Bank of Detroit Michael Dively Judith S. Hooker Trans Continental Airlines Foundation Ludger A. Beauvais The Edward C & Hazel L. Stephenson Foundation Mukti Fund Robert L. & Judith S Hooker Foundation Jeri L. Fischer Howard D . Kalleward Council of Michiga n Foundations Dorothy U. Dalton Foundation H . Halladay Flynn W. Calvin Patterson, III Gilbert Borman Th e Borman's, Inc. Fund Leo J . Brennan, Jr. Ford Motor Company Fund C. David Campbell Community Foundation of Greater Flint McGregor Fund Barbara J . Getz Margaret A. Riecker The Kresge Foundation Harry A. & Margaret D. Towsley Founda tion Robert E. Hencey W. K. Kellogg Foundation Stevie Hertz Community Foundation for Southeastern Michigan Donald F. Chamberlin , Sr. Gera ld W. Chamberl in Foundation, Inc. 16th Annual Conference Program Nena Dahling Stephen T. Economy Mary Thompson Foundation Michigan Foundation Center Reg iona l Col lections Robert B. Miller, Sr. , Honorary Chairman W. Calvin Patterson, III Th e Miller Foundation Michigan Bell Telephone Company McGregor Fund Donald A. Lindow, Chairman Esther G . Edwards Judy Y. Samelson National Bank of Detroit Gordy Foundation, Inc. Charles Stewart Mott Foundation Gail Allen Joseph Freedman Membership The Rollin M. Gerstacker Foundation/Elsa U Pa rdee Foundation Marvin A. Frenkel James & Lyne lle Holden Fund Lucy R. Allen The Meye r & Anna Prentis Family Foundation , Inc. Hudson-Webber Foundation Saginaw Community Foundation Karla Hall LeoJ. Brennan , Jr. Benjamin J. Burns Ameritech Publishing, Inc. Gannett Foundation Danforth Holley Gilbert Hudson , Chairman Ford Motor Company Fund Lynn A. Feldhouse Earl-Beth Foundation Chrysler Corporation Fund Chrysler Corporation Fund Gilbert Hudson Allan J . Fletcher Lynn A. Feldhouse Amy Fistler Hudson-Webber Foundation Comerica Incorporated Health Education Foundation Sandra G. Hussey Joyce F. Hecht Robert E . Hencey Council of Michigan Foundations David M. & Joyce F. Hecht Foundation W. K. Kellogg Foundation Joseph Imberman KayW. Hunt Carolyn Hodge-West Jewish Community Foundation Detroit Edison Foundation Donors Forum of Chicago Susan L. Kelly Robert A. Sajdak Sandra G. Hussey Dayton Hudson Department Store Company Manufacturers National Bank of Detroit Counci l of Michigan Foundations Glenn F. Kossick AmyThrner Patricia B. Johnson Metro Health Foundation Detroit Neurosurgical Foundation Muskegon County Com munity Foundation Sharron Kreindler Peter M. Wege David B. Kennedy Detroit Neurosurgical Foundation Steel case Corpora tion/Steelcase Foundation Earhart Foundation Richard Levey Ronald E. Weger James R. Kettler The Shiffman Foundation The James A. We lch Foundation Donald A. Lindow W. B. & Candace Thoman Foundation H. Gene Moss National Bank of Detroit Membership Services The Kresge Foundation James H. LoPrete Robert E. Hencey, Chairman Judy Y. Samelson Samuel L. Weste rman Foundation W. K. Kellogg Foundati on Charles Stewart Matt Foundation Marlies Parenti Frances A. Hanson Clinton P. Schloop Th e Kresge Foundation Winship Memorial Scholarship Fu nd Manufacturers National Bank of Detroit W. Calvin Patterson, III KayW. Hunt Leonard W. Smith McGregor Fund Detroit Edison Foundation The Skillman Foundation Bernard V. Quinlan Sandra G. Hussey R . Sue Smith ANR Pipeline Company Council of Michigan Foundations The Stroh Brewery Company Kari Schlachtenhaufen Patricia B. Johnson Ira Strum wasser The Skillman Foundation Michigan Health Care Education and Resea rch Foundation, Inc. Maurice Shane Kenneth G. Taylor R. Sue Smith Muskegon County Commun ity Foundation Howard D. Kalleward Dorothy U. Dalton Foundation Ronald N. Kilgore Old Kent Bank of Kalamazoo Jeanene B. Mallmann Kellogg Company W. Calvin Patterson , III McGregor Fund Leonard W. Smith The Skillman Foundation Manufacturers National Bank of Detroit Rotary Charities of Traverse City The Stroh Brewery Company Amy Turner John Snyder Detroit Neurosu rg ical Foundation Comerica Incorporated William V. Weatherston Thomas D . Staton The Stroh Brewery Company Detroit Edison Foundation Lucius Theus 16th Annual Conference Host Allied Automotive Amy Turner, Co-Chair Therese M. Thorn Detroit Neurosurgical Foundation National Bank of Detroit William V. Weatherston , Co-Chairman The Stroh Brewery Company Leon Atchison MichCon Foundation s X T E E N �Ford Motor Company Fund Community Foundation Youth Advisory Committee Kathryn A. Agard, Program Director C. David Campbell Council of Michigan Foundations Community Foundation for Southeastern Michigan Gordon J. Berg, Senior Consultant Public Issues Leo J. Brennan, Jr., Chairman Keith D. Jensen Foundation for the Carolinas The Jensen Foundation Janie Brooks, Director of Continuing Education Programs W. Calvin Patterson, III McGregor Fund Muskegon Community College Leonard W. Smith Ted L. Johnson, President Emeritus The Skillman Foundation The Fremont Area Foundation Dr. Robert D. Sparks Marissa Ruggles, Student W K. Kellogg Foundation Grand Valley State University Improving Philanthropy Dr. Russell G. Maw by, Chairman W K. Kellogg Foundation Community Foundation Strategy Team Kathryn A. Agard Herbert H. Dow Council of Michigan Foundations Herbert H. & Grace A. Dow Foundation Lucy R. Allen Dr. Peter R. Ellis Saginaw Community Foundation W K. Kellogg Foundation Dr. John E. Hopkins Willard J. Hertz Kalamazoo Foundation Charles Stewart Mott Foundation Patricia B. Johnson Gilbert Hudson Muskegon County Community Foundation Hudson-Webber Foundation Ted L. Johnson KayW. Hunt The Fremont Area Foundation Detroit Edison Foundation Mariam C . Noland Ted L. Johnson Community Foundation for Southeastern Michigan The Fremont Area Foundation James M. Richmond Dr. Joel J. Orosz The Battle Creek Community Foundation W K. Kellogg Foundation Diana Sieger Linda B. Patterson Grand Rapids Foundation Council of Michigan Foundations W. Calvin Patterson, III McGregor Fund Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation Leonard W. Smith The Skillman Foundation WilliamS. White Charles Stewart Mott Foundation Increasing Philanthropy Dr. Russell G. Mawby, Chairman W K. Kellogg Foundation Herbert H. Dow Herbert H. & Grace A. Dow Foundation Judith S. Hooker Robert L. & Judith S. Hooker Foundation Gilbert Hudson Hudson-Webber Foundation Ted L. Johnson The Fremont Area Foundation Robert B. Miller The Miller Foundation Thomas B. Murphy l B. Murphy Foundation Charitable Trust Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation Leonard W. Smith The Skillman Foundation Dr. Robert D. Sparks W K. Kellogg Foundation Duane L. Tarnacki Clark, Klein & Beaumont Peter M. Wege The Wege Foundation Council of Michigan Foundations' Members lAs of July 1, 19891 Addison Knight Fam ily Charitable & Educational Foundation Adrian Orville D. & Ruth A. Merillat Foundation Albion Albion Civic Foundation Alpena Besser Foundation' Northeast Michigan Community Foundation Ann Arbor Ann Arbor Area Foundation Citizens Trust' Domino's Foundation Earhart Foundation The J.F. Erv in Foundation• The Jensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation Allen H. Meyers Foundation The Pryor Fou ndation The Helmut Stern Foundation Harry A. & Margaret D. Towsley Foundation• Battle Creek The Battle Creek Community Foundation • Guido A. & Elizabeth H. Binda Founda tion• Charles & Jessie Brackett Memorial Scholarship Fund WK. Kellogg Foundation• Kellogg Company Kellogg Company 25-Year Employees' Fund, Inc. • McCurdy Scholarship Foundation, Inc. The Miller Foundation • Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund Bay City Bay Area Community Foundation Kantzler Foundation Benton Harbor The Tiscornia Foundation, Inc. Whirlpool Foundation Buchanan Buchanan Area Foundation Buckley Van Val ken burg Foundation Cadillac Cadillac Area Community Foundation Kysor Industrial Corporation Foundation Caro Claude D. & Etta H. Andrews Foundation Cassopolis Edward Lowe Foundation Chelsea Civic Foundation of Chelsea Detroit Metropolitan Area Allied Corporation ANR Pipeline Company• Americana Foundation Ameritech Publishing, Inc . • Wil liam R. Angell Foundation The Charles Shirley Avery Foundation Charles M. Bauervic Foundation Bauervic-Paisley Foundation Joseph E. Beauchamp Trust The Borman's, Inc. Fund Bundy Foundation • The William & Marie Carls Foundation Gerald W Chamberlin Foundation, Inc. Chrysler Corporation Fund Come rica Incorporated • Community Foundation for Southeastern Michigan • Dayton Hudson Department Store Company' Detroit Edison Foundation • Detroit Neurosurgical Foundation • The Charles DeVIieg Foundation Earl-Beth Foundation • Glenn D. Curtis Edmore Trust H.l Ewald Foundation Federal-Mogul Corporation Charitable Trust George R. & Elise M. Fink Foundation Fisher-lnsley Foundation Ford Motor Company Fund Gannett Foundation General Motors Foundation Gordy Foundation, Inc. The Gornick Fund Grosse Pointe Park Foundation Harder Foundation • Harris Foundation Myrtle E. & William G. Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lynelle Holden Fund' Hudson-Webber Foundation • Jewish Community Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Little Caesar Enterprises, Inc. The Lyon Foundation, Inc. Alex & Marie Manoogian Fo undation Manufacturers National Bank of Detroit' Masco Corporation Charitable Trust McGregor Fund • B. D. & Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation WD. & Prudence A. Mcintyre Foundation Metro Health Foundation Michigan Bell Telephone Company• Michigan Consolidated Gas Company Michigan Health Care Education & Research Foundation, Inc . Louise Tul ler Miller Trust lB. Murphy Foundation Charitable Trust �National Bank of Detroit' Oscar P. & Louise H. Osthelder Charitable Foundation William & Mary Pagel Trust The Meyer & Anna Prentis Fam ily Foundation, Inc. Harold & Carolyn Robison Foundation Sage Foundation Schwartz Family Foundation The NateS & Ruth B. Shapero Foundation The Shiffman Foundation Simpson Industries Fund The Ski llman Foundation • George M. & Mabel H. Slocum Foundation Edward C. & Hazel L. Stephenson Foundation The Stroh Brewery Company• Ke ith W Tantlinger Foundation Mary Thompson Foundation The Trico Foundation UN ISYS Samuel L. Westerman Foundation Wetsman Foundation David M. Whitney Fund Matilda R. Wilson Fund Isadore & Beryl Winke lman Foundation Eaton Rapids Commun ity Heritage Foundation of Eaton Rapids Flint Viola E. Bray Charitable Trust Citizens Commercial & Savings Bank Community Foundation of Greater Fl int Charles Stewart Harding Foundation Hougen Foundation Mallery Charitable Trust Charles Stewart Mott Foundation • Ruth Mott Fund NBD Genesee ·Bank The James A. Welch Foundation Monroe Old Kent Bank & Trust Company The Sebastian Foundation Steel case Foundation • Vogt Foundation The Wege Foundation • Community Foundation of Monroe County Herman & Irene Gertz Foundation • La-Z-Boy Chair Foundation Monroe Auto Equipment Foundation Trust• Hartland Muskegon Heartland Foundation GTE Telephone Operations-Michigan Kaufman Foundation Muskegon County Commu nity Foundation SPX Foundation Holland Holland Community Foundation Prince Foundation Jackson Aeroqu ip Foundation Samuel Higby Camp Foundati on Consumers Power Company• Hurst Foundation Jackson Foundation Robert J. Simpson Foundation Kalamazoo The Acme Foundation Dorothy U Dalton Foundation John E. Fetzer Foundation • Fi rst of America-Mich igan Irving S. Gilmore Foundation, Inc. • Havirmill Foundation Ka lamazoo Foundation McCoii-Batts Foundation Monroe-Brown Foundation Old Kent Bank of Kala mazoo The Power Foundation A.M. Todd Company Foundation The Upjohn Company• Harold & Grace Upjohn Foundation WE. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Niles Edward & Irma Hunter Foundation Northport Leelana u Townsh ip Foundation , Inc. Okemos Talbert & Leota Abrams Foundation • FrankS . & Mollie S. VanDervoort Memorial Foundation Owosso Alvin M. Bentley Foundation Sh iawassee Foundation Port Huron Community Foundation of St. Clair County Rochester Greater Rochester Area Community Foundation Romeo Four County Foundation St. Joseph Berrien Commu nity Foundation, Inc. • Jack D. & Fredda S Sparks Foundation FrederickS. Upton Foundation Saginaw Grand Blanc Community Foundation Ludington Ludington Area Foundation Arnold & Gertrude Boute ll Memorial Fund C.K. Eddy Fami ly Memoria l Fund Michael Jeffers Memorial Fund Francis Mills Foun dation Morley Brothers Foundation Saginaw Commun ity Foundation Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memoria l Foundation The Wolohan Fam ily Foundation Grand Haven Manchester Three Rivers Frankenmuth Greater Frankenmuth Area Commun ity Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation The Gerber Companies Foundation Grand Blanc Erickson Foundation Grand Haven Area Community Foundation • JSJ Foundation Lee Foundation The Loutit Foundation Wigg inton Educational Foundation Grand Rapids Ba ldwin Foundation Max D. & Constance M. Boersma Charitable Trust Richard M. & Helen DeVos Foundation L. M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-lves Foundation • The Frey Foundation • Grand Rapids Foundation David M. & Joyce F. Hecht Foundation Robert L. & Judith S. Hooker Foundation • The MinorS. & Mary Ann Keeler Fund Sam & Jane Kravitz Foundation Lacks Enterprises, Inc. The Lexo Charitab le Trust Loosemore Foundation Michigan National Bank NBD Grand Rapids, N.A. Capita l Region Commu ni ty Foundation Granger Foundation Greater Lansing Foundation Health Education Foundation India Foundation W.B. & Candace Thoman Foundation John & Eli zabeth Whiteley Foundation Robbins Foundation Fibre Converters Foundation, Inc. Manistee Traverse City Manistee County Foundation Mukti Fund Rotary Charities of Traverse City Marcellus Marcellus Com munity Foundation, Inc. Ypsilanti Marshall Trans Continenta l Airlines Foundation Marshall Civic Foundation Zeeland Marquette Herman Mill er, Inc. The Marquette Community Foundation California Midland Mervyn's Allen Foundation, Inc. • Barstow Foundation Chemical Bank & Trust Company• The Herbert D. & Junia Doan Foundation The Dow Chemical Company Foundation Dow Corning Foundation Herbert H. & Barbara C Dow Foundation • Herbert H. & Grace A. Dow Foundation• Rollin M. Gerstacker Foundation • Midland Foundation • Elsa U. Pardee Foundation• Charles J. Strosacker Foundation • Florida Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Michigan 49417 (616) 842-7080 May Mitche ll Royal Foundation New York Ford Foundation • Gannett Foundation The lacocca Foundation 'In 1988-89, 49 members contributed additional support for specia l projects, the William W. Al len Fund and equipment to CMF as well as their regular membersh ip fees. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1988_AR_1988-1989 Title A name given to the resource Council of Michigan Foundations Annual Report 1988-1989 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1988-1989. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49754 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1988/1989 https://digitalcollections.library.gvsu.edu/files/original/beb8609b628f5fc12ce4efa6a7dc6858.pdf e0c0489cdd26d4a3084dc8700f6b9cae PDF Text Text �Council of Michigan Foundations Board of lfustees and Officers media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 30 other regional associations throughout the country. ~oses • To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. • To represent Michigan grantmakers' interests and concerns with the officials oflocal, state and national government. • To increase private and community foundation and corporate grantmaking resources in the State of Michigan. ~t the Council of Michigan Foundations The Council of Michigan Foundations (CMF) is a nonprofit association of266 Michigan grantmakers, including 171 private foundations, 35 community foundations, 4 7 corporate foundations and giving programs, and 13 banks serving foundations and charitable trusts. CMF began in 1973 and was incorporated in 1975. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the • To increase the efficiency and effectiveness of Michigan's philanthropic network. • To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. �MESSAGE TO CMFMEMBERS During the last few months, we have all read volumes of newspaper and magazine copy exploring the end of the I 980s and the hopes for the I 990s. Prognosticators and pundits looked at nearly every phase of American life, attempting to predict what this last decade before the new millennium holds for all of us. It is an apt opportunity to reflect on past lessons, to think about the future we face, and prepare for our role in it. During the last decade we have seen tremendous changes in Michigan philanthropy. As the number of Michigan grantmakers has increased, so have the demands on our resources to address a wide range of social, cultural and educational problems. The private sector was asked to share the federal and state governments' responsibilities to care for social ills. The private sector still maintains great creativity and flexibility, but does not have all the answers nor by any means the necessary resources. Most of the challenges that faced us as responsible citizens and concerned grantmakers at the start of the I980s remain at the close- preserving the environment, fostering economic development, and strengthening the nation's education system. And we have added a few new issues along the way- AIDS and the growing push for peace and democracy around the world. These challenges will remain with us both nationally and at the state level. As members of Michigan's philanthropic community, we face several of our own special challenges, and are developing special programs to sustain us through the I 990s into the next century. The first is to maintain the strong, existing base of Michigan philanthropy and to expand its numbers for the future benefit of grantees. We are pursuing a number of programs designed to stimulate interest in grantmaking among Michigan businesses and industries, fo provide the technical assistance necessary for a growing community foundation field, and to maintain the traditional excellence of our private grantmaking organizations. The second is the challenge of establishing and nurturing the next generation of volunteers and philanthropists. CMF's work in developing core curriculum in philanthropy for Michigan higher education is one way of educating the state's young people; the new Michigan Campus Compact is another for putting volunteerism into practice. The Council of Michigan Foundations-an organization of corporate grantmakers, community foundations and private foundations-retains its historic commitment to serving the diversity of its members and their needs, and educating the public about the contributions of Michigan philanthropy. Our strength and sense of purpose as an organization derives from the 266 grantmaking institutions from all walks of Michigan life that comprise our membership. But CMF also reflects the drive and vision of the men and women who serve as volunteer trustees, and paid and volunteer staff. This last year we were saddened by the deaths of two of Michigan philanthropy's best known leaders- C.S. Harding Mott, chairman of the Charles Stewart Mott Foundation, and Peter Ellis, program director of the WK. Kellogg Foundation and CMF's first loaned Executive-In-Residence. While the practice and management of philanthropy as we know it today may change by the year 2000, we can rest assured that the spirit, commitment and creativity that has marked Michigan philanthropy in the past will remain strong for the future. ·~~o.ff. .J john E. Marshall, III Chairman ._ _ . . -r~~~ Dorothy A. johnson President �PROGRAMS Or. Norman A. Brown, W. K. Kellogg Foundation and Gennady Alferen ko, Foundation for Social Innovations (U.S .S.R.), talk at the 17th Annual Conference. The Council of Michigan Foundations' 1989-90 program year reflected the transition that arrived with the close of the 1980s and the start of the 1990s. It was both a time of building on existing initiatives established in earlier years, and launching new projects that reflected the changing environment of philanthropy in the State of Michigan as well as the nation. ~asing Philanthropy in Michigan One of those new initiatives was the launch of a new, three-year program to stimulate the creation of new corporate giving programs-particularly in small and mid-size businesses- and to increase the aggregate level of funding for Michigan corporate contributions. Funded by grants from 10 CMF members, the Corporate Giving Initiative is designed to provide technical assistance for Michigan companies interested in establishing a corporate giving program. The program design was the result of a year-long information gathering and planning process under the direction of the CMF Corporate Taskforce. Word of the new program was spread through presentations to chambers of commerce, meetings with individual businesses, and coverage in state daily newspapers and the national philanthropic press. A number of one-half day regional seminars on both sides of the state are planned for late I 990 and early 1991. Publications produced as part of the new initiative include a six-page bulletin titled "How to Organize a Corporate Giving Program," a new semiquarterly newsletter, and a program brochure. Another special CMF program designed to encourage the expansion of community foundations, build assets, and provide technical assistance and training for staff and board members is now in its second year. The program was established in 1988-89 with a $2 million grant from the WK. Kellogg Foundation, and is closely linked to a sister project designed to provide technical assistance for community foundations. �John E. Marshall, Ill, Ranny Riecker, Brian O'Connell and Dr. Russell G. Mawby at CMF's conference geared toward education in philanthropy and volunteerism. �Dr. Norman A. Brown, W. K. Kellogg Foundation and Gennady Alferenko, Foundation for Social Innovations (U.S.S.R.), talk at the 17th Annual Conference. �Increases in funding, development of new component funds, new donors, and professional staff have been documented. There were 525 new donors to community foundations, as well as 144 new component funds. The number of full-time community foundation executive directors grew from eight in 1988 to 14 in 1990. Assets grew by $7 5 million in 1988-89 compared to $3 7 million the previous year. Two million dollars was directly attributable to the Michigan Community Foundation Tax Credit, a new state program that permits a maximum credit of 50 percent of the amount donated to community foundations up to $1 00 for individuals, $200 for couples, or $5,000 for businesses. Six community foundations met the challenge grant requirements of the project and each received $100,000 after raising a two-forone match. On-site consulting was provided to 23 established community foundations and six emerging community foundations in unserved areas of the state. Training and workshops in special legal, accounting and computer systems were also made available. Grantmakers Visitation participants meet to discuss mutual grantmaking processes and management techniques. ~ving Philanthropy While CMF continued its extensive array of membership services, efforts were intensified to improve the practice of philanthropy and to stimulate interest in volunteerism, particularly at the college level. More than 250 peopleincluding representatives from 57 Michigan institutions of higher education-gathered to explore ways to introduce philanthropy and volunteerism into standard college curriculums across the state. The first midwestern "Campus Compact," a coalition of 10 colleges and universities committed to promoting community service, was also established with CMF assistance. Housed at Michigan State University, the Michigan Compact will support the development and promotion of college student volunteer programs. The publication of CMF's annual statewide Capital and Endowment Campaign Report has stimulated wide nonprofit agency participation and broad donor interest. The report is soon to be replicated by at least one other regional association, extending our networking with national groups. John E. Marshall, Ill, Ranny Riecker, Brian O'Connell and Dr. Russell G. Mawby at CMF's conference geared toward education in philanthropy and volunteerism. �Conference breaks provide an opportunity for one-on-one discussions Michael Josephson presents ethical dilemmas to 17th Annual Conference session and luncheon participants. ~erences and Workshops 17th Annual Conference participants gather for lively discussions. "Michigan's Communities in the 90s: Difficult Challenges/Exciting Choices," the theme of CMF's 17th Annual Conference, offered nearly 600 grantmakers new ideas on philanthropy for the new decade. The conference, held in Flint from November 8 to 10, brought together a host of national experts on community and social issues under the leadership of Program Chair Patricia B. Johnson, executive director of the Muskegon County Community Foundation. Keynote speakers included Benjamin L. Hooks, executive director of the National Association for the Advancement of Colored People (NAACP), Michael]osephson, president of the Josephson Institute for the Advancement of Ethics, and Francis Hesselbein, national executive director of the Girl Scouts, USA. Each addressed issues that cut across the spectrum of grantmakers and grantseekers, including the challenges and choices facing grantmakers, ethics and the effective management of nonprofit organizations. �Flint, a city recognized for its sense of community and long tradition oflocal community-building activities, served as a "laboratory" for a variety of site visits. Conference participants visited foundation-funded local projects dealing with economic development, health care, and arts and culture. Helen Philpott, chairperson of the Community Foundation of Greater Flint, and Willard]. Hertz, vice president of the Charles Stewart Matt Foundation, served as host committee co-chairs. The conference was dedicated to the memory of the late Charles Stewart Harding Matt, chairman of the Charles Stewart Matt Foundation. Mr. Matt had accepted the honorary chairmanship of the conference in the fall of 1988; he passed away the following spring. For the seventh consecutive year, CMF members took advantage of the Grantmakers' Spring School series. In March, a two-day school in Lansing explored issues of concern for community foundations ranging from a basic orientation for new trustees and staff to a review of the new Michigan Community Foundation Tax Credit program. A month later, 25 representatives from private foundations attended a one-day session in East Lansing. In early May, over 75 corporate grantmakers traveled to Detroit for a daylong school with the theme of"Making the Grade: Investing for Results." CMF's Annual Meeting, held in Lansing in early June, attracted over I 00 officers, trustees and staff from grantmakers based in the central part of the state. Joseph L. Hudson, Jr., chairman of the Hudson-Webber Foundation and president of the Community Foundation for Southeastern Michigan, spoke on the role of grantmakers in building strong communities. Special topical meetings of interest to Michigan grantmakers continued; Grantmakers in Health, the Scholarship Roundtable, Grantmakers for Children and Youth, and the AIDS Task Force all met during 1989-90. Grantmakers!Grantseekers attendees, John Paul, 36th District Court, and Barbara Goldman, Michigan Council for the Arts, chat with Dr. Russell G. Mawby, W.K. Kellogg Foundation. 17th Annual Conference Honorary Chairman, the late Charles Stewart Harding Molt. �~lative and Industry Liaison Keeping Michigan's state legislative community abreast of grantmaker activities is an important element of CMF's legislative agenda. And more than 110 legislative and executive staff participated in a CMF-sponsored seminar on Michigan foundations and corporate giving programs. CMF joined forces with the Council on Foundations and other regional association of grantmakers to secure legislative relief from the problem of private foundations "tipping" their grantees into private foundation status. Over 110 legislative & executive staff attend CMF's first Legislative Seminar, "Foundation and Corporation Grants: Helping Your Constituents Find Resources." During the year, additional technical revisions to Public Act 170 pertaining to the liability of volunteer board members of nonprofit organizations were sought. CMF continued to educate its members and the nonprofit community about the law and sought additional clarification of its application to private foundation volunteer board members. Staff members remained active with the Council on Foundations and regional association of grantmakers. Relationships continued with organizations such as Metro Detroit Gives, the Foundation Center, National Committee on Responsive Philanthropy, Independent Sector, United Way of Michigan, Michigan League for Human Services, Michigan Chamber of Commerce, and Detroit Chamber of Commerce Contributions Committee. Mariam C. Noland, Community Foundation for Southeastern Michigan, and Richard H. Austin, Secretary of State, meet at Legislative Seminar. Judith S. Hooker and co-panelists Robert E. Hencey, Willard J. Hertz, Mariam C. Noland and Thomas D. Staton, address Legislative Seminar participants. �~bership Services Services to members, including provision of information, data and technical assistance, cut across many CMF programs serving private foundation, community foundation, and corporate grantmaking members. In addition to the many servicerelated components of CMF special projects, the Council instituted a series of programs to provide grantmakers the opportunity for visits and geographic and regional meetings. Seven southeast Michigan grantmakers hosted 45 corporate and foun dation grantmakers in a day-long tour of their facilities. Not only did participants have the chance to review office arrangements, but also to discuss mutual grantmaking processes and management techniques. The Detroit Area Grantmakers group remained active during I 989-90, holding seven monthly meetings from fall through spring. Topics discussed ranged from Detroit's cultural renaissance to trends in taxation legislation. In response to member interest, the CMF Board ofTrustees established a Michigan AIDS Fund in February. The Fund, the end result of two years of planning, is expected to provide a model for providing foundation funding for AIDS projects. It is hoped that $500,000 will be raised from CMF members for the project. Public Information and Publications CMF's extensive publications and public information program continued at a rapid pace during the year, receiving an average of 55 informational requests per week-an all-time record. Leading the list of new publications was the first edition of the "Capital and Endowment Fund Campaign Report." This annual publication provides survey data from over I 30 Michigan nonprofit organizations conducting fund-raising efforts. Volunteer training was the subject of a new report that grew out of a statewide seminar. "Education in Philanthropy and Volunteerism: National and State Trends and Opportunities for Michigan" was distributed to the presidents of all Michigan colleges as well as CMF members. The new state tax credit program for community foundations was explored in the "State of Michigan/ Community Foundation Tax Credit," published in cooperation with the Treasury Department. Head table members, Dr. Russell G. Mawby, Keith Bankowitz, Gale Clarke, James E. Keyes and Leonard Holt. prepare for the Grantmakersl Grantseekers Seminar's Opening Session. �An update of the MjcN gan Foun datjon Djrectory, Edjtion VI, first published in 1988-89, was produced and distributed to all CMF members. In addition, an annual report and four issues of "The Michigan Scene"CMF's newsletter-was distributed to members, foundations, corporate giving programs, media, government representatives and the general public. Other new publications designed to assist grantmakers included, "Establishing and Administering a Scholarship Program," "Michigan Corporate Matching Gift Programs (second edition)," "Establishing a Charitable Foundation in Michigan (second edition)," and "Michigan's Community Foundations." r M!OUGANCORPO MATCHING G!Ff PROGRAMS Media interest in Michigan grantmakers and their activities remained strong, with an average of two media inquiries a week coming into the CMF office. Articles on Michi gan philanthropy and CMF appeared in many Michigan daily newspapers as well as in a number of specialty publications and magazines. A complete list of CMF publications available for free or for purchase is available by contacting the Council's office in Grand Haven. 4, • • • • • • • • • • • CMF publishes a wide variety of materials for grantmakers and grantseekers . Resources CMF materials, as well as those produced by many other organizations, can be found at the eleven Foundation Center Regional Collections in Michigan. These collections provide a core set of Foundation Center publications, as well as supplemental materials on a wide range of topics of interest to grantmakers and grantseekers. Cooperating collections are located at: Alpena County Library The Battle Creek Community Foundation Henry Ford Centennial Library Grand Rapids Public Library The Library, Michigan Technological University Purdy / Kresge Library, Wayne State University Michigan State University Libraries University of Michigan-Flint Farmington Community Library University of Michigan-Ann Arbor Sault Ste. Marie Area Public Schools �FINANCIAL STATEMENTS ~rtoflndependent Auditors ~ceSheets Council of Michigan Foundations, Inc. March 31 Board of Trustees Council of Michigan Foundations, Inc. 1989 1990 Assets We have audited the accompanying balance sheets of the Council of Michigan Foundations, Inc. as of March 3 I, I 990 and I 989, and the related statements of activity and changes in fund balances and cash flows for the years then ended. These financial statements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position ofthe Council of Michigan Foundations, Inc. at March 31, 1990 and 1989, and the results of its operations and its cash flows for the years then ended in conformity with generally accepted accounting principles. Unrestricted Funds Cash Short-term investments $ 17,621 167,542 6,869 144,432 $ 185,163 151,301 Furniture Equipment 39,374 167,340 38,711 158,234 Less allowances for depreciation 206,714 105,968 196,945 76,973 100,746 119,972 $ 285,909 $ 271,273 Restricted Funds Short-term investments- Note C $2,117,586 $3,845,007 $2,117,586 $3 ,845,007 Endowment Fund Investments $ Total Assets-All Funds $2,475,519 72,024 $ 69,975 $4,186,255 Liabilities and Fund Balances Unrestricted Funds Accounts payable Fund balances: General operating Survey and directory (deficit) Net investment in furniture and equ ipment $ 1,622 186,443 {2,902) 100,746 $ 154,264 (2,963) 119,972 284,287 271,273 $ 285,909 $ 271,273 Restricted Funds Accounts payable Grants payable Deferred revenue: Kellogg Youth Program- Note C Energy Initiative Program-NoteD Other deferred reven ue $ 9,464 200,000 1,674,650 37,085 196,387 $2,065,688 1,701,040 78,279 1,908,122 3,845,007 $2,117,586 $3 ,845,007 Fund balance $ $ Total Liabilities and Fund Balances-All Funds $2,475 ,519 Endowment Fund See notes to financial statements. II 72,024 69,975 $4,186,255 �~ments of Activity and Changes in Fund Balances Council of Michigan Foundations, Inc. Restricted Unrestricted General Operating Fund Survey and Directory Fund Furniture and Equipment Fund Subtotal Increasing Philanthropy Fund Improving Philanthropy Fund Molt Commun ity Foundation Technical Assistance Fund Kellogg Youth Program Fund (Note C) Corporate Giving Initiative Fund Kellogg Youth Administralion Fund Support and revenues: Support-grants Revenues: Contributions Conferences Workshops Publications Investment income and other Total Revenues Total Support and Revenues $431,038 $266,625 117,148 20 ,702 725 43,709 $11 ,054 $266,625 117 ,148 20 ,702 11,779 43,709 $49 ,606 $46,286 $103,815 38,276 5,750 1,819 11,671 $63,546 $31,064 68,962 448,909 11,054 459 ,963 61,277 84 ,562 111,384 31,064 68,962 63,546 448 ,909 11,054 459,963 61,277 84,562 111,384 31,064 500 ,000 63,546 169,139 9,360 90,643 21 ,324 28,121 14,199 17,527 2,397 758 171 ,536 10,118 90,643 21,324 28,186 14,394 20,069 5,350 16,488 20 ,417 21 ,0 17 60,715 6,462 21,329 32,508 1,254 4,548 21 ,698 9,332 5,367 3,659 11,517 8,483 5,079 3,821 9,723 7,575 712 858 Expenses: Grants Salaries, taxes and benefi ts Contracted services Conferences Workshops Printing and publications Meetings and travel Telephone and postage Scholarship activities Equipment lease and maintenance Occupancy General supplies Books and subscriptions Insurance Depreciation 500 ,000 11,070 27,937 13 ,294 65 195 2,542 484 10,993 44,707 61 Fund balances at beginning of year Transfers-furniture and equipment acquisitions Other transfers 154, 264 Fund Balances at Year-End 277 346 827 25 2,340 182 3,097 1,687 201 389 $ 28,995 28,995 444,190 61 ,277 84 ,358 110,584 31,064 500,000 62 ,546 15,773 -0- 204 800 -0- - 0- 1,000 (204) (800) 1,588 404,202 (2,963) (7 ,765) (4,763) $186,443 $ (2,902) 2,673 8,519 12,9 54 5,275 11,554 27,937 14,350 3,496 1,588 28,995 1,056 3,496 Total Expenses Support and Revenues Over (Under) Expenses 24,160 4,043 (28,995) 119,972 271,273 9,769 2,004 (4,763) $100,746 $284,287 $ -0- $ - 0- $ -0- 4,922 (1,000) $ -0- $ - 0- $ See notes to financial statements. 4. to Financial Statements Council of Michigan Foundations, Inc. March 31, 1990 Note A-A Summary of Significant Accounting Policies STATEMENT PRESENTATION: The accompanying financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into three fund groups. Unrestricted Funds are used to account for transactions related to unrestricted gifts and contributions over which the Board of Trustees has full control as to use in pursuing any of the Council's purposes. Restricted Funds are used to account for donor-restricted gifts and contributions. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. Endowment Fund is used to account for a gift established with the intent that only the earnings thereon be expended for stated purposes. A complete presentation of expenses by function is not practicable because of the manner in which expenditures are accumulated throughout the year. FURNITURE AND EQUIPMENT: Furniture and equipment are stated at estimated market value at date of receipt or at cost, if purchased. Depreciation is computed by the straight-line method over the estimated useful lives of the assets. RECLASSIFICATIONS: Certain amounts reported in the prior year have been reclassified to conform with the presentation used in 1990. Note 8-Fund Purposes Unrestricted funds of the Council are described as follows: SHORT-TERM INVESTMENTS: GENERAL OPERATING FUND: Short-term investments consist of commercial paper and money market funds that are carried at fair market value, which equals cost. To record the receipt of membership contribution s, conference revenue and other transactions relating to the administrative and service activ- 12 ities of the Council. SURVEY AND DIRECTORY FUND: To record revenues and expenses associated with the biennial publication ofThe Michigan Foundation Directory, which includes a survey of foundation funding, in cooperation with the Michigan League for Human Services. FURNITURE AND EQUIPMENT FUND: To record the acquisition, depreciation and disposal of furniture and equipment. Restricted funds of the Council are described as follows: INCR EASING PHILANTHROPY FUND : To record revenues and expenses for a project aimed at increasing foundation and corporate giving for charitable purposes in the State of Michigan. -0- �~ements of Cash Flows Endowment Council of Michigan Foundations, Inc. Energy Initiative Fund (Note D) Energy Initiative Adm inistrative Fund Subtotal Wi lliam Allen Fund Totals Year Ended March 31 1990 1989 $2,094,993 $1,134 ,690 443 ,061 103,138 16,394 33 ,514 231,730 827,837 Year Ended March 31 1989 1990 Operating Activities $1,663,955 $2,094,993 $31 ,897 326,214 53 ,569 53,569 1,717,524 31,897 $69,975 44 ,026 13,490 122,531 6,741 662,814 117,148 64,728 25,269 172,981 506,261 76,716 1,042,940 31 ,897 2,601,254 76,716 3,137,933 1,962,527 4,692 6,608 24,885 2,217 ,524 138,579 72,895 2,222,216 310,115 83,013 90,643 57,212 97,063 41,377 38,877 9,723 12,315 27,937 26,042 5,779 1,588 28,995 1,312,471 229,332 70,470 96 ,853 17,211 62,462 27 ,729 24,402 6,533 9,983 28,114 17,769 13,138 1,381 27,669 Excess of support and revenues over (under) expenses Adjustments to reconcile excess of support and revenues over expenses to net cash provided by operating activities: Depreciation Changes in accounts payable Transfer to donor-restricted fund to cover operating deficit Net Cash Provided by Operating Activities $ 15,773 28,995 1,622 $ (8, 127) 27 ,669 (4,763) 41,627 19,542 Purchases of furniture and equipment (7,765) (6,441) Increase in Cash and Short-Term Investments 33,862 13,101 151,301 138,200 $185,163 $151 ,301 Investing Activities 1,717,524 35,888 68,877 26,983 18,808 9,723 761 2,460 1,617 647 138 305 11,692 2,283 1,717,524 36 ,660 2,604,013 4,692 3,052,895 1,945 ,517 -0- (4,763) (2,759) 72,024 85,038 17,010 271,273 254 ,263 -0- $ - 0- ( ) Denotesreductionincash and short-terminvestments. See notesto financial statements. butions from the member foundations of the Council. The Council coordinates the grant program for fifteen Council membps and other organizations in areas of Michigan not served by participating community foundations. The endowment fund of the Council is described as follows: WILLIA M ALLEN FUND, To record revenues and expenses directed towards further representation of private philanthropy in federal and state legislative and regulatory matters. Revenues are restricted contributions from the member foundations of the Council. This fund was established in honor of a former Council Board member who was also the first Government Relations Chairman. (2,004) 4,763 4,763 $ Cash and short-term investments at beginning of year Cash and Short-Term Investments at End of Year $ -0- IMPROVINGPHILANTHROPY FUND, To record revenues and expenses related to a project aimed at enhancing educational and volunteer opportunities for the nonprofit sector. MOTT COMMUNITY FOUNDATION TECHNICAL ASSISTANCE FUND, To record revenues and expenses related to providing technical assistance to Michigan community foundations. Funds are provided by the Charles Stewart Matt Foundation. CORPORATE GIVING INITIATIVE FUND, To record revenues and expenses related to encouraging the formation and expansion of Michigan corporate giving programs. $72,024 $ 356,311 $ 271,273 Note C-Kellogg Youth Program Project grant agreement (see Note C) . KELLOGG YOUTH ADMINISTRATION FUND, During fiscal1989, the Council received a grant of $2,000,000 from the W. K. Kellogg Foundation for the Michigan Community Foundation Youth Project. The program will encourage youth development in local communities while strengthening community foundation leadership and grantmaking capacity. The Council acts as administrator of the grant, with all grant monies received from the W.K. Kellogg Foundation to be distributed to community foundation members under conditions defined by the grant agreement. The Council must return to the W. K. Kellogg Foundation any program funds which have not been expended by June 30, 1991. In 1990, a portion of these funds ($400, 000) were invested in commercial paper of Drexel Burnham To record the cost of administering the Kellogg Youth grant. Revenues are restricted contributions from the W. K. Kellogg Foundation. The Council administers the grant program for participating community foundations in the state. ENERGY INITIATIVE FUND, To record the receipt and disbursement of grant monies provided by the State of Michigan, Department of Commerce under the Community Foundation Energy Initiative grant agreement (see Note D). KELLOGGYOUTH PROGRAM FUND, ENERGYINITIATIVE ADMINISTRATIVE FUND, To record the receipt and disbursement of grant monies provided by the W. K. Kellogg Foundation under the Michigan Community Foundation Youth To record the cost of administering the State of Michigan Community Foundation Energy Initiative Grant. Revenues are restricted contri- 13 Lambert, which subsequently filed for corporate reorganization under Chapter 11 of the United States Bankruptcy Code. Although the amount to be recovered is uncertain, no loss has been recognized on this investment because management anticipates full recovery through legal proceedings, including the bankruptcy reorganization, and other contingentfunding sources. NoteD-Energy Initiative Program During fiscal1988, the Council received a grant of $3,000,000 from the State of Michigan, Department of Commerce for the Community Foundation Energy Initiative. Under the terms of the grant, the Council and its affiliates will create a number of programs to improve the energy efficiency of the not-for-profit and lowincome sectors. The Council acts as adminstrator of the grant, with all grant monies received from the State of Michigan to be distributed to its affiliates under conditions defined in the grant agreement. The Council must return to the Michigan Department of Commerce any program funds which have not been expended by September 30, 1990. Note £-Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(1) and 170(b)(l)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private foundations. �Membership CMF's membership grew to 266 this year, an increase of 35 new members. Governance The Council of Michigan Faundations' 21 -member Board of Trustees met three times- in June and November, 1989 and February, 1990. Three new trustees were elected to the Board for three year terms. The new trustees are Elizabeth H. Binda, Robert A. Fisher, and John W. Porter. Trustees serve on at least one of 20 working committees: ANNUAL CONFERENCE HOST: plans and provides for special hospitality services for annual conference attendees ANNUAL CONFERENCE PROGRAM: plans programs for annual conference AUDIT: supervises annual audit process COMMUNITY FOUNDATION COMMITTEE: responsible for implementation of Molt Michigan Community Foundation Technical Assistance Project and CMF efforts on behalf of its community foundation members COMMUNITY FOUNDATION YOUTH ADVISORY: reviews proposals and recom mends funding of challenge grants for W. K. Kellogg Foundation Youth Program COMMUNITY FOUNDATION MARKETING AND PUBLIC RELATIONS SUBCOMMITTEE: evaluates CMF's efforts to market and publicize community faundations and recommends strategies for meeting the public relations needs of community foundation members COMMUNITY FOUNDATION SERVICES SUBCOMMITTEE: reviews the progress of the Technical Assistance Project and recommends services and training to meet the needs of community foundation members COMMUNITY FOUNDATION TAX CREDIT SUBCOMMITTEE: evaluates the community foundation tax credit and recommends strategies for future marketing efforts and passage of a permanent credit CORPORATE GIVING: stimulates interest in corporate philanthropy and giving DETROIT AREA GRANTMAKERS plans topical meetings for Detroit Area Grantmakers ENERGY STATEWIDE PLANNING assists CMF in developing plans for establishing a statewide technical assistance and loan subsidy program GOVERNMENT RELATIONS: responsible for communications and relations with elected and appointed government officials, and other pertinent organizations; recommends pol- icy positions on issues affecting grantmakers and grantees IMPROVING PHILANTHROPY: coordinates CMF efforts for the Improving Philanthropy Program INCREASING PHILANTHROPY: implements CMF efforts to increase grantmaking resources throughout the state INFORMATION SYSTEMS: disseminates information about Michigan foundations and corporate giving programs, and coordinates internal communications efforts INVESTMENT: provides general financial management Eli zabeth H. Binda , Vice President and Trustee Guido A. & Elizabeth H. Binda Foundation Battle Creek Leo J. Brennan, Jr., Executive Director Ford Motor Company Fund Dearborn Herbert H. Dow, President Herbert H. & Grace A. Dow Foundation Midland Robert A. Fisher, President and Tru stee FrankS. & Mollie S. VanDervoort Foundation Okemos Nicholas M. Gabriel, Comptrol ler Ford Foundation New York MEMBERSHIP: plans CMF recruiting efforts and advises on policy regarding eligibility Robert E. Hencey, Director of Dissem ination & Communications W. K. Kellogg Foundation Battle Creek MEMBERSHIP SERVICES: evaluales existing CMF services and develops new programs Willard J. Hertz, Vice President Charles Stewart Molt Foundation Flint NOMINATING: reviews slate of officers and recommends Board candidates PUBLIC ISSUES: meets at the request of the Board to address queslions raised by members and to consider general issues relating to philanthropy Administration Five full-time employees are responsible for the day-to-day operations of CMF and providing core services to its members. One full-time employee staffs the Corporate Giving Initiative. Three additional employees (two full-time and one part-time) are funded under the special community foundation initiative; other part-time employees are assigned to the Energy Initiative and Improving Philanthropy Project. Board of Trustees & Officers Chairman John E. Marshall, Ill, President The Kresge Foundation Troy Vice Chairman Donald A. Li ndow, First Vice President NBD Bank, NA. Detroit Allan J. Fletcher, Vice President Comerica Incorporated Grosse Pointe 1983-84 1983- 87 Herman F. Gertz, President 1976-82 Herman & Irene Gertz Foundation Monroe Thomas W. Herbert, Vice President and Treasurer The Kresge Foundation Troy 1976- 85 Miles Jaffe, Esq. 1975- 76 Honigman, Miller, Schwartz & Cohn Detroit Ke ith D. Jensen, President The Jensen Foundation Ann Arbor 1978- 87 Ted L. Johnson, President Emeritus The Fremont Area Foundation Fremont 1973- 89 Gilbert Hudson, President Hudson-Webber Foundation Detroit Patricia B. Johnson, Executive Director Muskegon County Community Foundation Muskegon James R. Kettler, Trustee 1973- 74 The James A. Welch Foundation Flint Howard D. Ka lleward, Trustee Dorothy U. Dalton Foundation Kalamazoo Robert B. Miller, Chairman The Miller Foundation Battle Creek 1973- 82 Carl F. Reitz, Secretary Besser Foundation Alpena 1977-89 W. Calvin Patterson, Ill , Executive Director _ McGregor Fund Detroit Dr. John W. Porter, Trustee Charles Stewart Matt Foundation Flint James M. Richmond, 1981-86 President The Battle Creek Community Foundation Battle Creek Margaret A. Riecker, President Harry A. & Margaret D. Towsley Foundation Midland RobertA. Risselade, Trustee The Wege Foundation Grand Rapids 1975- 81 Leonard W. Smith, President The Skillman Foundation Detroit Antony T. Sullivan, Corporate Secretary Earhart Foundation Ann Arbor 1973-74 Alfred H. Taylor, Jr., Chairman The Kresge Foundation Troy 1973-74 Stephen E. Upton, President Whirlpool Foundation Benton Harbor William V. Weatherston , Consultant The Stroh Brewery Company Detroit Peter M. Wege, Vice Chairman/Trustee Steelcase Corporation!Steelcase Foundation Grand Rapids WilliamS. White, Chairman, 1973- 84 President and Chief Executive Officer Charles Stewart Matt Foundation Flint Sally J. Ye rex, Second Vice President NBD Trust Company of Florida Florida Vice Chairman Judith S. Hooker, Trustee Robert L. & Judith S. Hooker Foundation Grand Rapids Advisory Cabinet Vice Chairman Mariam C. Noland, Executive Director Community Foundation for Southeastern Michigan Detroit Chairman Dr. Russell G. Mawby, Chairman W. K. Kellogg Foundation Battle Creek President and Secretary Dorothy A. John son Council of Michigan Foundations Mal co lm G. Dade, Jr. , Vice President Detroit Edison Detroit 1988- 89 Nathan B. Driggers, President Harder Foundation East Detroit 1975- 83 Treasurer Richard K. Rappleye, Vice President, Secretary/Treasurer Charles Stewart Matt Foundation Flint Nancy P. Feller, Associate General Counsel and Director, Legal Counsel Ford Foundation New York 1973- 74 1973- 83 Staff Kathryn A. Agard Program Director-Community Foundation Project Pamela A. Bitzer Secretary /Receptionist Ti mothy M. Breed * Editor, "The Michigan Scene" G. Darrin Carde * * Student Intern- Western Michigan University �Judy M. Carl Staff Associate COMMUNITY FOUNDATION MARKETING AND PUBLIC RELATIONS SUBCOMMITTEE Mary E. Bra dish Lisa R. Wyatt Knowlton Michigan Consolidated Gas Company The Battle Creek Community Foundation Peter R. Ellis** ' James M. Richmond, Chairma n Executive-In-Residence Program Director, W. K. Kellogg Foundation The Battle Creek Community Foundation Jeri L. Fischer Lu cy R. Al len Gerald W. Chamberlin Foundation, Inc. Saginaw Community Foundation Marvin A. Frenke l Staff Associate Sandra G. Hussey Member Services Director Dorothy A. Johnson President Jane F. Morgan* Program Associate-Energy Li nda B. Patterson* C. David Campbell E.B. Morley, Jr. Morley Brothers Foundation Kathryn A. Agard Community Foundation for Southeastern Michigan Council of Michigan Foundations Donald F. Chamberlin, Sr. Elizabeth Cherin The Meyer & Anna Prentis Family Foundation The Fremont Area Foundation Karla Hall R. Sue Smith Judith A. Steudle Secretary-Community Foundation Project Marion J. Stokes* Librarian- Community Foundation Project 1989-90 Committees Gil bert Hudson INCREASING PHILANTHROPY Judy Y. Samelson Hudson-Webber Foundation Dr. Russell G. Mawby, Chairman Charles Stewart Matt Foundation Sandra G. Hussey W. K. Kellogg Foundation Council of Michigan Foundations Herbert H. Dow COMMUNITY FOUNDATION SERVICES SUBCOMMITTEE Patricia B. Johnson, Ch ai r Muskegon County Community Foundation Kath ryn A. Agard Council of Michigan Foundations Lee J. Brown Cadillac Area Community Foundation AUDIT The Battle Creek Community Foundation Ann Arbor Area Community Foundation Lisa R. Wyatt Knowlton Nicholas M. Gabriel, Chairman Diana R. Sieger Ford Foundation The Grand Rapids Foundation Patricia B. Johnson Muskegon County Community Foundation Duane L. Tarnacki Clark, Klein & Beaumont Ameritech Publishing, Inc. Terry B. Foster Council of Michigan Foundations Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation David Gardiner (The Chairman and President serve as ex-officio members of all CMF committees.) Jeri L. Fischer General Motors Foundation Kalamazoo Foundation Program Associate- Improving Philanthropy Program Director-Corporate Giving Initiative John J. Nowicki COMMUNITY FOUNDATION TAX CREDIT SUBCOMMITTEE Dr. John E. Hopki ns, Chairman Glenn F. Kossick Herbert H. & Grace A. Dow Foundation Metro Health Foundation Judith S. Hooker Richard Levey Robert L. & Judith S. Hooker Foundation The Shiffman Foundation Gil bert Hudson Leonard W. Smith Hudson-Webber Foundation The Skillman Foundation Ted L. Johnson R. Sue Smith The Fremont Area Foundation Council of Michigan Foundations Robert B. Miller Theresa L. Sondys The Miller Foundation The Charles DeVIieg Foundation Thomas B. Mu rphy Amy Turner TB. Murphy Foundation Charitable Trust Detroit Neurosurgical Foundation W. Calvin Patterson, Il l John Ziraldo McGregor Fund The Skillman Foundation Margaret A. Riecker Harry A. & Margaret D. Towsley Foundation ENERGY STATEWIDE PLANNING ADVISORY COMMITTEE Leonard W. Smith The Skillman Foundation Kalamazoo Foundation Richard M. Bu ss Du ane L. Tarnacki Kathryn A. Agard First of America Bank Clark, Klein & Beaumont Council of Michigan Foundations Edward J. Eagen Peter M. Wege United Way of Michigan The Wege Foundation Charles Stewart Matt Foundation Dr. Russe ll G. Mawby W. K. Kellogg Foundation Howard D. Ka lleward COMMUNITY FOUNDATION COMMITTEE Elizabeth Upjohn Dorothy U. Dalton Foundation INFORMATION SYSTEMS Mariam C. Noland, Chai r Kalamazoo Foundation Edward J. Miller W. Calvi n Patterson, Ill , Chairman Howard D. Kalleward Dorothy U. Dalton Foundation Ri chard K. Rapp leye Manufacturers National Bank Community Foundation for Southeastern Michigan CORPORATE GIVING Kathryn A. Agard Don al d A. Lin dow, Chairm an Council of Michigan Foundations NBD Bank, N.A. Lu cy R. Allen Leo J. Brennan, Jr. Saginaw Community Foundation Ford Motor Company Fund Dr. John E. Hopkins Herbert H. Dow Kalamazoo Foundation Patricia B. Johnson Jane F. Morgan McGregor Fund Michael Dively Council of Michigan Foundations Mukti Fund Sharon Parks Jeri L. Fischer Michigan League for Human Services Council of Michigan Foundations Doug Shelby H. Halladay Flynn Community Foundation of Greater Flint Herbert H. & Grace A. Dow Foundation Michigan State Housing Development Authority Stephen T. Economy Maureen Smyth The Kresge Foundation Muskegon County Community Foundation Michigan Bell Telephone Company Charles Stewart Matt Foundation Robert E. Hencey James M. Ric hmond W. Calvin Patterson, Ill Herbert S. Yama nishi W. K. Kellogg Foundation The Battle Creek Community Foundation McGregor Fund Michigan Community Action Agency Judy Y. Samelson Di ana R. Sieger R. Sue Smith The Grand Rapids Foundation Council of Michigan Foundations COMMUNITYFOUNDATION YOUTH ADVISORY COMMITTEE Kathryn A. Agard, Program Director Council of Michigan Foundations Gordon J. Berg, Senior Consultant Foundation for the Carolinas Stephen E. Upton Whirlpool Foundation Wil liam V. Weatherston The Stroh Brewery Company Peter M. Wege Steelcase Corporation /Steelcase Foundation Barbara J. Getz Charles Stewart Matt Foundation GOVERNMENT RELATIONS IMPROVING PHILANTHROPY Judith S. Hooker, Ch air Dr. Ru ssell G. Mawby, Chairman Robert L. & Judith S. Hooker Foundation W. K. Kellogg Foundation Laura A. Davis Herbert H. Dow W. K. Kellogg Foundation Herbert H. & Grace A. Dow Foundation Stephen T. Economy David 0. Egner Michigan Bell Telephone Company W. K. Kellogg Foundation Willard J. Hertz Janie Broo ks, Director of Continui ng Education Programs DETROIT AREA GRANTMAKERS PROGRAM Willard J. Hertz Charles Stewart Matt Foundation Charles Stewart Matt Foundation Muskegon Community College Donna M. Rust, Chair Dr. John E. Hopkins Gil bert Hudson Ted L. Johnson, President Emeritus ANR Pipeline Company Kalamazoo Foundation Hudson-Webber Foundation Herbert Beyer James R. Kettle r Kay W. Hunt The Charles DeVIieg Foundation The James A. Welch Foundation Detroit Edison The Fremont Area Foundation Marissa Ru ggles, Youth Representative *Part-time **Volunteer tDeceased �Ted L. Johnson Sandra G. Hussey Glenn F. Kossick Dr. Arthur L. Tuuri The Fremont Area Foundation Council of Michigan Foundations Metro Health Foundation Community Foundation of Greater Flint Dr. Joel J. Orosz Patricia B. Johnson David B. LaCiaire Sarah Warner W. K. Kellogg Foundation Muskegon County Community Foundation The Grand Rapids Foundation Greater Flint Arts Council Linda B. Patterson Ronald N. Kilgore Helen Philpott WilliamS. White Council of Michigan Foundations Old Kent Bank of Kalamazoo Community Foundation of Greater Flint Charles Stewart Matt Foundation W. Calvin Patterson, Ill Glenn F. Kossick James M. Richmond C. Edward White , Jr. McGregor Fund Metro Health Foundation The Battle Creek Community Foundation Charles Stewart Harding Foundation PUBLIC ISSUES Margaret A. Riecker James C. Miller R. Sue Smith Harry A. & Margaret D. Towsley Foundation Lacks Enterprises, Inc. Council of Michigan Foundations Leonard W. Smith W. Calvin Patterson , Il l John Snyder The Skillman Foundation McGregor Fund Comerica Incorporated Will iam S. White Debbie Pri ce Eileen C. Starks Charles Stewart Matt Foundation Kellogg Company Midland Foundation INVESTMENT Donald A. Li ndow, Chairman NBD Bank, N.A. Jeri L. Fischer Council of Michigan Foundations Nicholas M. Gabriel Ford Foundation Richard K. Rappleye Charles Stewart Matt Foundation Leonard W. Smith The Skillman Foundation Leonard W. Smith Elizabeth C. Sullivan The Skillman Foundation The Kresge Foundation Therese M. Thorn W. B. & Candace Thoman Foundation C. Chris Warfel Michigan National Bank NOMINATING Margaret A. Riecker, Chair Harry A. & Margaret D. Towsley Foundation Herbert H. Dow MEMBERSHIP Herbert H. & Grace A. Dow Foundation Gilbert Hudson, Chairman Judith S. Hooker Hudson-Webber Foundation Robert L. & Judith S. Hooker Foundation Leo J. Brennan, Jr. Mariam C. Noland Ford Motor Company Fund Community Foundation for Southeastern Michigan Judy M. Carl Council of Michigan Foundations Lynn A. Feldhouse Chrysler Corporation Fund Amy Fistl er Health Education Foundation Allan J. Fletcher W. Calvin Patterson, Ill Kay W. Hunt Detroit Edison Robert A. Sajdak Manufacturers National Bank of Detroit Amy Turner Detroit Neurosurgical Foundation Peter M. Wege Steelcase Corporation /Steelcase Foundation Ronald E. Weger Charles Stewart Matt Foundation John L. Asselin Citizens Commercial & Savings Bank David Doherty GMI- Engineering & Management Patricia Edwards Charles Stewart Matt Foundation Suzanne L. Feurt Charles Stewart Matt Foundation H. Halladay Flynn Community Foundation of Greater Flint Leonard W. Smi th The Flint Journal Eugene Grice Stephen E. Upton The James A. Welch Foundation Whirlpool Foundation Helen B. Harris Community Foundation of Greater Flint Charles Stewart Harding Moll; Honorary Chairman Charles Stewart Matt Foundation Patricia B. Johnson, Chairma n Muskegon County Community Foundation Kathryn A. Agard Council of Michigan Foundations Tyrone R. Baines W. K. Kellogg Foundation E. Philip Farley Old Kent Bank & Trust Company Sandra G. Hussey Council of Michigan Foundations James R. Kettler The James A. Welch Foundation Beverly King Flint Area Convention & Visitors Bureau Malcolm Macl ean Hougen Foundation Webb F. Martin NBD Genesee Bank Susan Piper Mallery Charitable Trust W. B. & Candace Thoman Foundation Robert A. Fi sher MEMBERSHIP SERVICES Frank S. & Mollie S. VanDervoort Memorial Foundation Robert E. Hencey, Chairman David D. Gardiner M. Joseph Roberson W. K. Kellogg Foundation Kalamazoo Foundation Grand Blanc Community Foundation Amy Fistler Robert E. Hencey Bridgette Ryan Health Education Foundation W. K. Kellogg Foundation Charles Stewart Matt Foundation Russell M. Gabier Wi llard J. Hertz Judy Y. Samelson Irving S. Gilmore Foundation, Inc. Charles Stewart Matt Foundation Charles Stewart Matt Foundation Duane Poole GM Service Parts Operations David D. Gardiner Sandra G. Hussey David K. Swenson Kalamazoo Foundation Council of Michigan Foundations Community Foundation of Greater Flint Frances A. Hanson Moore Donald A. Johnson Winship Memorial Scholarship Fund JSJ Foundation Jack W. Thompson Frances S. Wilson Charitable Trust Kay W. Hunt David B. Kennedy Deborah Tuck Detroit Edison Earhart Foundation Ruth Matt Fund *Deceased Keith D. Jensen The Jensen Foundation Leonard W. Smith The Skillman Foundation Community Foundation of Greater Flint Willard J. Hertz, Co-Chair The Skillman Foundation Joyce F. Hecht David M. & Joyce F Hecht Foundation Helen Ph ilpott, Co-Chair Dan Gaydou 17TH ANNUAL CONFERENCE PROGRAM Community Foundation for Southeastern Michigan McGregor Fund 17TH ANNUAL CONFERENCE HOST McGregor Fund Comerica Incorporated C. David Campbell W. Calvi n Patterson , Ill NBD Bank, N.A. Ronald E. Weger Leo J. Brennan, Jr. , Chairman Ford Motor Company Fund Council of Michigan Foundations' Members (As of July 1, 1990) ADDISON Knight Family Charitable & Educational Foundation ADRIAN Orville D. & Ruth A. Meri ll at Fou ndation ALBION Albion Civic Foundation* ALPENA Besser Foundation* Northeast Mich igan Community Foundation * ANN ARBOR Ann Arbor Area Foundation * Domino's Foundation Earhart Foundation TheJ.F. Ervin Fou ndation* The Jensen Foundation Elizabeth E. Kennedy Fund McK inley Foundation Allen H. Meyers Foundation The Pryor Foundation Society Bank The Helmut Stern Foundation Harry A. & Margaret D. Towsley Foundation* BATTLE CREEK The Battle Creek Community Foundation* Guido A. & Elizabeth H. Binda Foundation Charles & Jessie Brackett Memorial Scholarsh ip Fund W. K. Kellogg Foundation • Kellogg Company Kell ogg Company 25-Year Employees' Fund, Inc. McCurdy Scholarship Foundation , Inc. The Miller Foundation Emily Scofield Scholarship Fund Winship Memoria l Scholarship Fund BAY CITY Bay Area Community Foundation * Kantzler Foundation BENTON HARBOR The Tiscorn ia Foundation , Inc. Whirlpool Foundation BUCHANAN Buchanan Area Foundation CADILLAC Cadillac Area Community Foundation Kysor Industrial Corporation Foundation �CARD Claude D. & Etta H. Andrews Foundation CASSOPOLIS Edward Lowe Foundation CHELSEA Civic Foundation of Chelsea* COLON Colon Foundation DETROIT METROPOLITAN AREA Allied Corporation ANR Pipeline Company Americana Foundation Ameritech Publish ing, Inc.* The Charles Sh irley Avery Foundation Bauervic-Paisley Foundation Joseph E. Beauchamp Tru st Blue Cross/Blue Shield of Michigan The Borman's, Inc. Fund The William & Marie Carls Foundation Clarence & Grace Chamberlin Foundation Geral d W. Chamberlin Foundation, Inc. Ch rysler Corporation Fund* Comerica Incorporated Community Foundation for Southeastern Michigan* The Raymond M. & Jane E. Cracchiolo Foundation Dayton Hudson Department Store Company Detroit Edison* Detroit Neurosurgica l Foundation The Charles DeVIieg Foundation Earl-Beth Foundation * Glenn D. Cu rtis Edmore Trust H.T. Ewald Foundation Federal-Mogul Corporation Charitable Trust George R. & Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fu nd* Gannett Foundation General Motors Foundation Gordy Foundation , Inc. The Gornick Fund Harder Foundation • Harris Foundation Myrtle E. & William G. Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lynelle Holden Fund Hudson-Webber Foundation Jewish Community Foundation Kowalski Sausage Charitab le Trust The Kresge Foundation Little Caesar Enterprises, Inc. The Lyon Foundation, Inc. Alex & Marie Manoogian Foundation Manufacturers National Bank of Detroit Masco Corporation Charitable Trust McGregor Fund* B.D. & Jane E. Mc intyre Foundation C.S. & Marion F. Mcintyre Foundation W.D. & Prudence A. Mcintyre Foundation Metro Health Foundation Michigan Bell Telephone Company • Michigan Consolidated Gas Company Michigan Health Care Education & Research Foundation, Inc. Louise Tuller Miller Trust T. B. Murphy Foundation Charitable Trust NBD Bank, N.A. * Oscar P & Louise H. Osthelder Charitable Fou ndation Will iam & Mary Pagel Trust The Pistons-Pa lace Foundation The Herbert & Elsa Panting Fou ndation The Meyer & Anna Prentis Family Foundation , Inc. Harold & Carolyn Rob ison Foundation Sage Foundation The Karla Scherer Foundation Schwartz Fami ly Foundation The NateS. & Ruth B. Shapero Fou ndation The Shiffman Foundation Simpson Industri es Fund The Skil lman Foundation* Edward C. & Hazel L. Stephenson Foundation Kei th W. Tantlinger Foundation Mary Thompson Foundation TransContinental Ai rli nes Foundation • The Trico Foundation UNISYS Samuel L. Westerman Foundation Weisman Foundation David M. Whitney Fund The Wi lkinson Foundation Matilda R. Wilson Fund Isadore & Beryl Winkelman Foundation EATON RAPIDS Community Heritage Foundation of Eaton Rapids EAST JORDAN Malpass Foundation FENTON Fenton Community Foundation FLINT Viola E. Bray Charitable Trust Citizens Commercial & Savings Bank* Community Foundation of Greater Flint* Charles Stewart Harding Foundation Hougen Foundation* Charles Stewart Matt Fou ndation • Ruth Matt Fund NBDGeneseeBank* The James A. Welch Foundation FRANKENMUTH Greater Frankenmuth Area Community Foundation • Allen E. & Marie A. Nickless Memorial Fou ndation FREMONT The Fremont Area Foundation The Gerber Companies Foundation GRAND HAVEN Erickson Foundation* Grand Haven Area Community Foundation * JSJ Foundation Lee Foundation The Loutit Fou ndation Wigginton Educational Fou ndation GRAND RAPIDS Baldwin Foundation Max D. & Constance M. Boersma Charitable Trust Cook Charitable Foundation Richard M. & Helen DeVos Foundation L. M. Dexter Charitable Trust Dexter Industri es Charitable Trust Dyer- lves Foundation The Frey Foundation Gordon Christian Foundation Grand Rapids Foundation • David M. & Joyce F. Hecht Foundation Robert L. & Jud ith S. Hooker Foundation* The MinorS. & Mary Ann Keeler Fund Sam & Jane Kravitz Fou ndation Lacks Enterprises, Inc. The Lexo Charitable Trust Loosemore Foundation Michigan National Bank* NBD Grand Rapids, N.A. Old Kent Bank & Trust Company The Sebastian Foundation Wi lliam & Sarah Seidman Foundation Steelcase Foundation* Vogt Foundation The Wege Foundation* Wren Foundation The Jackson Community Foundation Simpson Foundation PORT HURON Community Foundation of St. Clair County KALAMAZOO The Acme Foundation Dorothy U. Da lton Foundation Fetzer Institute First of America-Michigan Irving S. Gilmore Foun dation, Inc.* Havirmill Foundation Kalamazoo Foundation • McColl-Batts Foundation Monroe- Brown Foundation The Power Foundation A.M . Todd Company Foundation The Upjohn Company' Harold & Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksbu rg Foundation ROCHESTER Greater Rochester Area Commun ity Foundation* ROMEO Four County Fou ndation ST JOSEPH Berrien Commun ity Foundation, Inc. * DeLapa Fami ly Foundation FrederickS. Upton Foundation LANSING Amy Foundation Capital Region Community Foundation Granger Foundation Greater Lansing Foundation Health Education Foundation India Foundation W. B. & Candace Thoman Foundation John & Elizab~h Whiteley Foundation SAGINAW Arnold & Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Lurie-Polasky Foundation Francis Mi lls Foundation Morley Brothers Foundation Saginaw Community Foundation • Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memorial Foundation The Wolohan Fami ly Foundation LOWELL Christoff Family Charitable Foundation SOUTH HAVEN Citizens Trust & Savings Bank LUDINGTON Ludington Area Foundation SUTTONS BAY Charles M. Bauervic Foundation MANCHESTER Robbins Foundation TAWAS CITY Helen Laid law Foundation MANISTEE Man istee County Foundation THREE RIVERS Fibre Converters Foundation, Inc. MARSHALL Marshall Civic Foundation TRAVERSE CITY Rotary Charities of Traverse City MARQUETTE The Marquette Commu nity Foundation ZEELAND Batts Foundation Zeeland Community Foundation MIDLAND Allen Foundation, Inc. Barstow Foundation Chemical Bank & Trust Company The Herbert D. & Ju nia Doan Foundation The Dow Chemical Company Foundation ' Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation Herbert H. & Grace A. Dow Foundation Rollin M. Gerstacker Foundation The Midland Foundation* Mid land Cogeneration Venture Elsa U. Pardee Foundation Charles J. Strosacker Foundation MONROE Community Foundation of Monroe County Herman & Irene Gertz Foundation* La-Z -Boy Chair Fou ndation • Monroe Auto Equipment Foundation Tru st CALIFORNIA Mervyn's FLORIDA Mukti Fund May Mitchell Royal Foundation MASSACHUSETTES The lacocca Foundation NEW YORK Ford Foundation VIRGINIA Gannett Foundation *In 1989 - 90, 48 members contributed additional support for special projects to CMF as well as their regular membership fees. MUSKEGON GTE Telephone Operations-Michigan Kau fman Foundation Muskegon County Community Foundation* Amos Nordman Foundation Charitable Trust SPX Foundation Scott Paper Company Foundation HARBOR SPRINGS George M. & Mabel H. Slocum Foundation NILES Edward & Irma Hunter Foundation HARTLAND Heartland Foundation NORTHPORT Leelanau Township Foundation, Inc. HOLLAND Holland Commun ity Fou ndation Prince Foundation OKEMOS Talbert & Leota Abrams Foundation* Delta Dental Fund FrankS. & Mollie S. VanDervoort Memorial Foundation JACKSON Aeroqui p Foundation Samuel Higby Camp Foundation' Consumers Power Company Hurst Foundation ROCKFORD Wolverine World Wide Fou ndation OWOSSO Alvin M. Bentley Foundation Sh iawassee Foundation Concept and Copy: Stein Communications, Inc. Design and Graphics: Bill Buckett Associates Photography: Kevin A. Beswick, Steelcase, Inc.; Richard Kay, Kay Photography; Glenn Triest, Glenn Triest Photographic; Gary Boynton, Boynton Photography �� Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_AR_1989-1990 Title A name given to the resource Council of Michigan Foundations Annual Report 1989-1990 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1989-1990. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49796 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989/1990 https://digitalcollections.library.gvsu.edu/files/original/d9fd01e1844b7ffd0f0757fdb8bcdaa9.pdf 05b13af3aecbefb2d60ebbe62bd7defe PDF Text Text ~· _-:;;":- ·, FoJV!dations is an association of foundations and corporations charitable improve .and increase . philanthropy in Michigan. <F �To Our Members • • • Council of Michigan Foundations ' Board of Trustees 1990-91 has been a year of growth marked by increases in foundation and corporate grantmaking as well as increases in CMF members, programs, and services. This annual report details the accomplishments. tion; pounded the halls of the Capitol building late into the night; drove two hours on a Saturday night to speak to 300 community foundation leaders; shared dozens of hours of legal advice; and designed 180 different brochures and programs. But what it doesn't tell you are the personal stories of the 21 board members and 300 CMF volunteers. Their contributions of time and talent have strengthened philanthropy in Michigan and made these accomplishments possible. Our thanks to them for going the extra mile time and again. Their creativity, ingenuity, vision, and just plain hard work is helping CMF to help others. We look forward to working with you in the coming year. It is always dangerous to single out one indi- vidual when so many have worked to help others, but the following vignettes will recognize the valuable services provided by people who are truly making a difference: met with donors to explain why they created a founda- Judith S. Hooker Chair 1 Dorothy A. Johnson President �The Council of Michigan Foundations The Council of Michigan Foundations (CMF) is a nonprofit association of 278 Michigan grantmakers, including 176 private foundations, 39 community foundations, and 63 corporations. Founded in 1973 and incorporated two years later, CMF's goal is to enhance and extend philanthropy throughout the State of Michigan by assisting its membership and other constituencies such as state and national governments, nonprofit organizations, the national and regional grantmaking community, the media, and the general public as they relate to CMF's purposes. The is an association of foundations and corporations The Council of Michigan Foundations is affiliated with the Council on Foundations, INDEPENDENT SECTOR, The Foundation Center, and 35 other regional associations throughout the country. . making CMF's Annual Conference provides the opportunity for grantmakers to share ideas, information, and vision. Our Purposes ... CMF Toprovide the means for regular Torepresent the Michigan grantmakers' assists exchange of ideas, experiences, interests and concerns with officials of members to and expertise among Michigan local, state, and national governments. improve an# grantmakers. increase Toincrease private, community, and Toincrease the efficiency and corporate grantmaking resources within effectiveness of Michigan's the State of Michigan. philanthropic network. Toinform the public of the importance and irreplaceable contributions of Michigan's grantmaking institutions to the State and to the larger society. 2 philanthropy in Michigan. �Dr. John E. Hop kins of the Kalamazoo Foundation (seated left) and Dr. Tyrone R. Baines of the W.K. Kellogg Foundation (seated right) greet members of the National Society of Fundraising Exec utive during Grantmakers/ Grantseekers II. Alfred H. Taylor, Jr. of the Kresge Foundation (left) and Edsel B. Ford II of the Ford Motor Company compare notes at CMF's 18th Annual Conference. e 636 grantmakers attended CMF's 18th Annual Conference which featured 33 sessions and over 90 speakers. e Spring School Seminars for private and community foundations and corporate giving programs attracted 120 participants. e The CMF Board of Trustees met with 140 grantmakers from the Detroit area to share ideas and concerns on grantmaking issues. e CMF staff receives an average of 60 requests per week. CMF's 1990 Annual Conference in Lansing was a prime example. The three-day conference attracted 636 participants who were treated to 33 different sessions by over 90 speakers. A primary purpose of the Council of Michigan Foundations is to provide channels of communication through which members can exchange their ideas and experiences. To that end, CMF holds a variety of conferences throughout the state offering grantmakers the opportunity to discuss the preeminent issues of the day. 3 �e 1,200 individuals participated in the second Annual Grantmakers/Grantseekers seminar staffed by CMF. e The Michigan AIDS Fund was established to serve as a cornerstone for AIDS-related programming. e e e e is an association Detroit area grantmakers convened seven meetings last year and other regions held quarterly forums and roundtables. of The State of Michigan/Community Foundation Energy Partnership saved nonprofits $700,000 annually. and CMF assisted with the formation of the Michigan Nonprofit Forum and the expansion of the Michigan Campus Compact. foundations corporations . making grant$ for Statewide Capital Fund Drive survey revealed 155 nonprofits sought $678 million. Increasing effectiveness and efficiency are crucial steps for the future of the state's philanthropic community. CMF not only encou'fages, but helps facilitate meetings, research and initiatives that assist private and community foundation representatives and corporate giving program officers in accomplishing both goals. Collaborative efforts, meanwhile, such as the Energy Partnership project, Michigan Campus Compact, and Michigan AIDS Fund, further enhance the relationship between grantmaker and grantseeker, while taking the message of volunteerism and philanthrophy to the colleges, universities, service agencies and nonprofit organizations throughout the state. Esther S. and Carl A. Gerstacker were honorary chairpersons of the 18th Annual Conference. The State of Michigan/Community Foundation Energy Partnership involved private foundations, community foundations and corporations. 4 CMF assists memb-ers to improve anfl increase . philanthropy in Michigan. �Disseminating information about Michigan's grantmaking community has always been, and remains, one of the top priorities of the Council of Michigan Foundations. Whether it's an announcement of a new initiative or a progress report on an endowment campaign, "getting the word out" is what CMF seeks to do. CMF's The Michigan Scene is a quarterly newsletter with a subscribership of 4,000. The newsletter is supplemented by the Memo to Members which carries the latest information on topics ranging from legislation to youth programs. In addition, CMF serves as a reference point for members of the media who seek greater detail about specific projects and initiatives. CMF publications provide grantmakers and the public with the most current information on new programs and initiatives. Coreffa Scoff King inspired CMF's Annual Conference participants with her keynote address on the status of America's civil rights movement. e The CMF Annual Report; 8 Memo to Members; 12 Community Foundation Memo to Members; and 4 issues of The Michigan Scene have been produced and distributed. e CMF revised and published the 7th edition of the Michigan Foundation Directory which serves as a statewide resource tool. e More than thirty news articles pertaining to foundation and corporate grantmakers were placed in the media. 5 �'interests and .... The • Council ,, Representing grantmaker's interests before local, state and national governments continues to be one of the Council of Michigan Foundations' focal points. With a successful history of advocacy on issues such as the tax credit for community foundation contributions, sunsetting of the 0.65% private foundation administrative expense rule and limiting the liability on volunteer directors, CMF looks forward to the challenges still to be encountered on other vital legislative pieces. CMF's role as liaison for foundations and corporate giving programs to the state and national level provides the basis for legislative change -- the type of change that is often discussed in forums such as CMF's Legislative Seminar which last year brought together 140 legislators, aides, and executive branch representatives. is an association of foundations and corporations making grants for e CMF's 2nd Legislative Seminar captured the attention of 140 Michigan legislators and aides. e Tax credit successfully marketed to the benefit of individual and corporate donors to community foundations. e Two CMF legislative goals accomplished. charitable purposes. CMF assists members to improve and increase . philanthropy in Michigan. The second CMF legislative seminar, supported by the W. W. Allen Fund, included speakers (left to right): Robert E. Hencey, W.K. Kellogg Foundation; Willard J. Hertz, Charles Stewart Molt Foundation; Jack N.E. Piffs,Biue Cross Blue Shield of Michigan; and Patricia B. Johnson, Muskegon County Community Foundation. 6 �Priv ate Foundations e 153 new private foundations have been created in Michigan since 1988. e Establishing a Charitable Foundation in Michigan, a 400 page manual, was published by CMF and circulated to donors and advisors. Private foundations within Michigan continue to play a critical role in the overall philanthropic network. More than 150 new private foundations were launched in the past three years and are now considered sources of leadership, direction and financial assistance by all sectors. Robert E. Larson of the Taubman Company (center)and Judith E. Lanier from the Michigan Partnership for New Education exchange ideas with John E. Marshal/Ill of the Kresge Foundation at the CMF June Members' Meeting. S. Martin Taylor of Detroit Edison (standing) greets W. Calvin Patterson Ill, McGregor Fund, and Blenda J. Wilson, University of Michigan - Dearborn at the Detroit Area Grantmakers' monthly meeting. Corporate Grantmaking e 1,100 business leaders were reached through 14 meetings co-sponsored by local Chambers of Commerce. e Corporate Initiative, supported by 12 Michigan corporations, attracted seven new CMF members. e One of the most exciting philanthropic frontiers of the 1990s is the area of corporate giving. Recognizing its significance, the Council of Michigan Foundations last year introduced a Corporate Giving Initiative to 40 member and 17 non-member corporations in an effort to increase overall corporate contributions. To supplement the initiative, CMF also developed workshops that specifically addressed the issues faced by corporate members, and produced the Michigan Corporate Matching Gift Programs manual to assist corporations in their efforts to establish a giving program. Two regional business contributions workshops attracted 120 corporate representatives. 7 �The A' Council. Community Foundations e Expedited a $35 million W.K. Kellogg Youth Project challenge grant e to CMF member community foundations. is an Expanded technical assistance, supported by the Charles Stewart Mott and W.K. Kellogg Foundations, provides service in assisting foundations to grow into robust organizations. association $ e With CMF assistance, seven new community foundations began and five developed innovative affiliation relationships with neighbors. .• of foundations and corporations making grants for charitable purposes. CMF assists Russell G. Mawby, W. K. Kellogg Foundation; Michelle Engler; Governor John Engler; Judith S. Hooker, Council of Michigan Foundations Chair; and Mariam C. Noland, Community Foundation for Southeastern Michigan, introduce the W.K. Kellogg Foundation supported CMF Community Foundation Youth Project. members to improve and J In 1990, good news w as abundant for Michigan's CMF member community foundations. Received in March, a $35 million challenge grant from the W .K. Kellogg Foundation will: -- stimulate $99 million of new assets. -- empow er youth across the state to be philanthropists. -- provide p ermanent youth funds to meet local youth needs. -- build stronger community foundations. Community foundations continued to grow in asset size, grantmaking, professionalization, new innovative relationships, geographic service, and community leadership. CMF provides guidance to this grassroots enthusiasm for community foundations, helping to shape realistic goals without dampening local philanthropic spirit. A new community foundation definition now helps clarify the fundamental directions each Board should be taking in growing their foundation. The challenge began in 1990 and w ill continue until1995. Technical assistance from CMF, supported by the Charles Stewart Mott and W.K. Kellogg Foundations, is expanding to include greater legal, planned giving, scholarship, library, asset development, consultation, technical assistance, and youth project help. These efforts are aimed at building robust organizations. The first W.K. Kellogg Foundation funded youth project has been completed with the final youth challenges given in 1991. Twenty-six community foundations are participating. 8 increase . philanthropy in Michigan. �Our Finances . • • Report of Independent Auditors Board of Trustees Council of Michigan Foundations, Inc. We have audited the accompanying balance sheets of the Council of Michigan Foundations, Inc. as of March 31, 1991, and the related statements of activity and changes in fund balances and cash flows unrestricted funds for the year then ended. These financial sta tements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audits. We have previously audited and reported upon the March 31, 1990 financial statements which are included in summary form for comparative information. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial sta tements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the am ounts and disclosures in the financial statements. ~n audit includes assessing the accounting principles used and significant estimates made by m anagement, as well as evaluating the overall financial sta tem ent presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Council of Michigan Foundations, Inc. a t March 31, 1991, and the results of its op erations and its cash flows of unrestricted fund s for the year then ended in conformity with generally accepted accounting principles. Statements of Activity and Changes in Fund Balances: Council of Michigan Foundations, Inc. Unrestricted Survey Furniture General and and Operating Directory Equipment Fund Fund Fund Subtotal Support and Revenues: Support -- grants Revenues: $349,205 Contributions Contributions-Fund for the 90's 170,665 105,629 Conferences 13,668 Workshops 1,188 Publications Investment income and other 24,827 Total Support and Revenues 665,182 Expenses: Grants Salaries, taxes, and benefits 218,699 Contracted services 68,042 106,239 Conferences 18,682 Workshops Printing and publications 52,757 Meetings and travel 19,879 22,004 Telephone and postage Scholarship activities Equipment lease and maintenance 13,496 42,104 Occupancy 15,988 General supplies Books and subscriptions Insurance 3,071 Depreciation Total Expenses 580,961 Support and Revenues over (under) expenses $349,205 170,665 105,629 13,668 32,860 24,827 696,854 $31,672 31,672 7,363 1,363 226,062 69,405 106,239 18,682 80,456 20,188 24,297 27,699 309 2,293 108 1,397 9,388 49,920 $ 32,865 32,865 13,604 42,104 17,385 9,388 3,071 32,865 663,746 84,221 (18,248) (32,865) 33,108 Fund balances at beginning of year 186,443 (2,902) 100,746 284,287 Transfers -- furniture and equipment acquisitions Other transfers ( 51,589) 11,714 13,000 Fund Balances at End of Year See notes to finan cial statements $230,789 51,589 24,714 $(8,150) $119,470 $342,109 May 14,1991 Notes to Financial Statements Council of Michigan Foundations, Inc. March 31, 1991 A complete presenta tion of expenses by function is not practicable because of the manner in w hich expenditures are accumulated throughout the year. Note A-- Summary of Significant Accounting Policies Short-term Investments: Short-term investments consist of commercial paper (maturities of less than 90 days) and money market funds that are carried at fair market value, which equals cost. Statement Presentation: The accompanying financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into three fund groups. Unrestricted Funds are used to account for transactions rela ted to unrestricted gifts and contributions over w hich the Board of Trustees has full control as to use in pursuing any of the Council's purposes. Restricted Funds are used to account for donor-restricted gifts and contributions. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. The Endowment Fund is used to account for a gift established with the intent that only the earnings thereon be expended for stated purposes. Furniture and Equipment: Furniture and equipment are stated a t estima ted market value at date or receipt or at cost, if purchased. Depreciation is computed by the straight-line method over the estimated u seful lives of the assets. Contributed Rent: The Council leases certain premises at amounts less than estimated fair rental value. The difference between the estimated fair rental value of the premises and total occupancy costs is approximately $25,400 and is recognized as a con tribution and occupancy expense in the accompanying financial statements. 9 �The "'- .. Restrict ed ott Increasing Improving Corporate Comm. PhilanEnergy Ph ilanGiving Mich igan Fdn. Tech. Kellogg thropy Initiative thropy Initiative AIDS Assistance Youth Fund Fund Fund Fun d Fund Fund Project I Subtotal $10,756 $264,047 $72,584 $79,351 27,114 12,021 1,341 1,272 12,028 84,605 80,782 11,504 24,247 54,613 173 19,627 37,001 6,082 1,221 2,045 1,623 15,663 4,977 2,941 1,212 573 1,784 38 (28,008) 1,677 36,203 10,597 8,543 2,005 6,628 297,789 211 2,138 1,959 335 186 606 12,274 20,881 (10,933) (8,853) 246,490 595,695 170,665 107,060 30,644 35,379 109,617 2,035,318 662,814 117,148 64,728 25,269 172,981 3,137,933 2,222,216 310,115 83,013 90,643 57,212 97,063 41,377 38,877 9,723 12,315 27,937 26,042 5,779 1,588 28,995 3,052,895 85,038 28,814 3,111 653,000 66,979 1,355 895,667 161,910 86,393 15,604 534 6,790 3,350 7,396 20 831 458 8,872 2,787 176 56,271 42,450 25,649 11,161 7,396 407 4,477 3,478 3,266 127 387 12,026 4,546 4,267 3,880 84,605 80,782 297,789 73,574 -0- -0- -0- -0- Year ended March 31 1991 1990 $2,094,993 73,574 270,675 William W. Allen Fund $ 986,258 1,431 16,976 2,519 71,283 79,183 782,738 1,332,857 4,955 1,178 $ 1,341 Tota ls $711,455 $ 986,258 $67,441 1,431 Endowment $ 5,607 5,607 738,238 1,308,143 3,290 898,957 387,972 155,798 106,239 74,953 122,906 45,837 35,458 7,396 14,011 42,104 29,411 13,934 7,338 32,865 1,975,179 24,714 2,317 60,139 44,500 3,290 is an association of foundations and corporations making grants for 'charitable purposes. CMF 72,024 10,933 8,853 L____:Q: L__:Q:_ (44,500) L____:Q: L____:Q: L____:!1: L__± L______± $ 356,311 271,273 members to (24,714) -0- assists $74,341 $ 416,450 $ 356,311 improve an~ increase philanthropy Reclassifications: Certain amounts reported in the prior year have been reclassified to conform with the presentation u sed in 1991. Restricted Fund s of the Council are described as follows: In creasin g Philanthropy Fund: To record revenues and expenses for a project aimed at increasing foundation and corporate giving for charitable purposes m the State of Michigan . This project was completed in fiscal 1991. Note B - Fu nd Purposes Unrestricted Funds of the Council are described as follows: Energy Initiative Program: To record the receipt and disbursemen t of grant monies provided by the State of Michigan, Department of Commerce under the Community Foundation Energy Initiative grant agreement. The Cou ncil and its affiliates created a number of programs to improve the energy efficiency of the not-for-profit and low-income sectors. The program was completed during fiscal 1991. General Operating Fund: To record revenues and expenses related to the administrative and service activities of the Council. This fu nd also inclu des additional contributions for th e Fund for the 90's for enhancing special Council program activities. Survey and Directory Fund: To record revenues and expenses associated with the biennial publication of The Mrchigan Foun dation Directory, in cooperation with the Michigan League for Human Services. Improving Philanthropy Fund: To record revenues and expenses related to a project aimed at enhancing educational and volunteer opportunities for the nonprofit sector. Furniture and EJuipment Fund: To record the acqu isition, depreciation, an disposal of furniture and equipment. Corporate Giving Initiative Fund: To record revenues and expenses related to encouraging the formation and expansion of Michigan corporate giving programs. 10 in Michigan. �Statements of Cash Flows -Unrestricted Funds: Council of Michigan Foundations, Inc. Operating Activities Excess of support and revenues over expenses Year Ended March 31 1991 1990 Adjustments to reconcile excess of support and revenues over expenses to net cash provided by operating activities: Depreciation Changes in accounts payable Transfer from (to) donor-restricted fund Net Cash Provided by Operating Activities Balance Sheets: Council of Michigan Foundations, Inc. March 31 1990 1991 Assets Unrestricted Funds $ 33,108 32,865 4,321 24,714 95,008 $ 15,773 28,995 1,622 (4,763) 41,627 Cash Short-term investments 2,676 $ 17,621 225,906 167,542 228,582 185,163 $ Furniture Equipment 49,103 191 700 240,803 121 ,333 119 470 Less allowances for depreciation 39,374 167,340 206,714 105,968 100,746 $ 348,052 $ 285,909 Investing Activities Purchases of furniture and equipment Increase in cash and short-term investments Cash and short-term in vestments at beginning of year Cash and short-term investments at the end of year Restricted Funds (51,589) 43,419 185,163 (7,765) 33,862 Cash Short-term investments -Note C 10,QOO $ 1,481,802 $2,117,586 $1,491,802 $2,117,586 151,301 Endowm en t Fund $228,582 $185,163 In ves tm en ts $ Total Assets -- All Funds 74,341 $ 72,024 $1,914,195 $2,475,519 ( ) denotes reduction in cash and short-term investments. See notes to financial statements. Liabilities and Fund Balances Unrestricted Funds Michigan AIDS Fund: To record revenues and expenses of a collaborative funding grant program administered by the Council w hich is a vehicle for Council members to cooperatively fund AIDS rela ted projects in Michigan . Mott Community Foundation Technical Assistance Fund: To record revenues and expenses related to providing technical assistance to Michigan community foundations. Funds are provided by the Charles Stewart Mott Foundation. Kellog~ Youth Project 1: To record the receipt and disbursem ent o ~rant monies related to the Michigan Community FoundatiOn Youth Project I (Youth Project 1). The Youth Project I is aimed at encouraging youth d evelopment in local communities while strengthening communi ty foundation leadership and grantmaking capacity. The Council acts as administrator of the grant, with all grant monies received from the W.K. Kellogg Foundation &eing distributed to community foundatiOn members under conditions defined by the grant agreemen t. The Council must return to the W.K. Kellogg Foundation any project funds which have not been expended byNovember30, 1993. 5,943 $ 1,622 Accounts payable $ Fund balances: 230,789 186,443 General opera ting ( 2,902) Survey and directory (deficit) ( 8,150) Net investment in furniture 119,470 100,746 and equipment 284,287 342,109 $ 348,052 $ 285,909 Restricted Funds 9,464 Accounts payable $ 200,000 Grants payable Deferred revenue --Note B: Kellogg Youth Project I $ 961,350 1,674,650 301,118 Kellogg Youth Project II 135,553 Michigan AIDS Program 93,781 233,472 Other d eferred revenue 1,491,802 1,908,122 $1,491,802 $2,11 7,586 Endowment Fund $ Fund Balance Total Liabilities and Fund Balances -- All Funds 74,341 $ 72,024 $1,914,195 $2,475,519 See notes to 'nancial statemettts. Kellogg Youth Project II: To record the receipt and disbursement of ~rant monies related to the Michigan Community Foundation Youth Project II w hich is a continuation of the Youth Project I. During fiscal year 1991, the Council received a paym ent of $300,000 from the W.K. Kellogg Foundation. Tftis initial payment represents a portion of t11e W.K. Kellogg Foundation's $35,000,000 project under which the Council expects to receive an additional $5,200,000 during fiscal years 1992 through 1995. The Endowment Fund of the Council is described as foll ows: William W. Allen Fund: To record revenues and expenses directed towards further representation of private pnilanthropy in federal and state le€\islative and regulatory matters. Revenues are restricted contnbutions from tli.e member foundations of the Council. This fund was established in honor of a former Council Board member who was also the first Government Relations Chairman. Note C- Short-term Investmen ts A portion of short-term investments of the Kellogg Youth Project I ($400,000) was invested in commercial paper of Drexel Burnham Lambert, which subsequently filed for corporate reorganization under Chapter 11 of the United States Bankruptcy Code. Although the amount to be recovered is uncertain, no loss has been recognized on this inveshnent because m anagement anticipates full recovery through legal proceedings, including the bankruptcy reorganization, and other contmgent funding sources. Note D- Federal Tax St !~ �Our Leadership . The • • Council Governance The Council of Michigan Foundations' 21-member Board of T rustees m et three times - in June and October, 1990 and February, 1991. Two new trustees, Mary Caroline (I wink) Rottschafer and William A Diaz, were elected to fill three-year term s. Trustees serve on at least one of 24 working committees. Board o f Trustees & Officers Chair- Judith S. Hooker Trustee, Robert L. & Judith S. Hooker Foundation, Grand Rapids Vice Chairman- Private Leonard W. Smith President, The Skillman Foundation Detroit Vice Chairman- Corporate Donald A. Lindow First Vice President, NB D Bank, Detroit Vice Chairman - Community Mariam C. Noland President, Community Foundation for Southeastern Michigan, Detroit Treasurer Richard K. Rappleye Vice President, Secretary/Treasurer Charles Stewart Matt Foundation, Flint President and Secretary Dorothy A. Johnson Council of Michigan Founda tions Grand Ha ven Elizabeth H. Binda Vice President & Trustee, Guido A. & Elizabeth H. Binda Foundation Battle Creek Leo J. Brennan, Jr. Executive Director, Ford Motor Company Fund, Dearborn William A. Diaz Program Officer-Human Rights & Governance, Ford Foundation, New York H erbert H. Dow President, The Herbert H. & Grace A. Dow Fmmdation, Midland Robert A. Fisher President & Trustee, FrankS. & Mollie S. Van Dervoort Memorial Foundation Okemos Howard D. Kalleward Trustee, Dorothy U. Dalton Foundation Ka lamazoo Ted L. Johnson President Emeritus, The Fremont Area Foundation, Fremont John E. M arshall, III President & Trus tee, The Kresge Foundation, Troy James R. Kettler Vice President, The James A. Welch Foundation, Flint W. Calvin Patterson, III Executive Director, McGregor Fund Detroit Robert B. Miller Chairman, The Miller Foundation Battle Creek John W. Porter Trustee, Charles Stewart Matt Foundation, Detroit Carl F. Reitz Secretary & Trustee, Besser Foundation Alpena Margaret A. (Ranny) Riecker President, Harry A. & Margaret D. Towsley Foundation, Midland James M . Richmond Chief Operating Officer Frey Foundation, Grand Rapids Mary Caroline (Twink) Rottschafer Chairman and Chief Executive Officer, Frey Foundation, Grand Rapids Stephen E. Upton President, Whirlpool Foundation Benton Harbor Peter M. Wege Vice Chairman/Trustee, Steelcase Corporation/Steelcase Foundation Grand Rapids Robert A. Risselade Trus tee, The Wege Foundation Grand Rapids Herbert F. Spieler Executive Director, The Jackson Community Foundation, Jackson AntonyT. Sullivan Secretary, Earhart Foundation, Ann Arbor Alfred H. Taylor, Jr. Chairman, The Kresge Foundation, Troy Advisory Cabinet The cabinet is comprised of former m embers of the Board of Trustees - who meet annually to shar e their knowledge, experience, and expertise on issues of importance to CMF and Michigan's grantmakers. Russell G. Mawby, Chair Chairman & CEO, W. K. Kellogg Foundation, Battle Creek William V. Weatherston President, Impact Group Fund Community Foundation for Southeastern Michigan, Detroit WilliamS. White Chairman, President & CEO, Charles Stewart Matt Foundation , Flint Sally J. Yerex Second Vice President, NBD Trust Company of Florida, Florida Malcolm G. Dade, Jr. Vice President, Detroit Edison, Detroit Nathan B. Driggers President, Harde r Foundation East Detroit Nancy P. Feller Associate General Counsel and Director, Legal Counsel, Ford Foundation, New York Allan J. Fletcher Vice President, Comerica Incorporated Grosse Pointe Nicholas M. Gabriel Comptroller, Ford Foundation, New York association of foundations and corporations making grants for "charitable purposes. CMF assists members to improve an~ Administration Six full-time employees and one halftime employee are responsible for the day-to-day opera tions of CMF. One full-time em ployee staffs the Corp orate Giving Initiative. Four additional employees are funded under the sp ecial community foundation initiative. Other part-time employees assigned to the Energy Initiative and Improving Philanthropy Projects term in ated employment at fue successful completion of their projects. Robert E. Hencey Director of Special Projects W.K. Kellogg Foundation, Battle Creek Herman F. Gertz President, Herman & Irene Gertz Foundation, Monroe Willard J. Hertz Vice President and Senior Advisor, Charles Stewart Matt Founda tion, Flint Thomas W. Herbert Vice President & Treasurer, The Kresge Foundation, Troy Gilbert Hudson Presiden t, Hudson-Webber Foundation Detroit Miles Jaffe, Esq. Honigman, Miller, Schwartz & Cohn Detroit Judy M. Carl Staft Associate Patricia B. Johnson President, Muskegon County Community Foundation,Muskegon Keith D. Jensen President, The Jensen Foundation Ann Arbor R. SueDodea Program DirectorCorporate Giving Initiative 12 is an Staff Kathryn A. Agard Program Director-Community Foundation Project Pamela A. Bitzer Secretary/Receptionist increase philanthropy in Michigan. �Jeri L. Fischer Staff Associate Judith S. Hooker Robert L. & Judith S. Hooker Foundation Thomas N. Holmes* Sandra G. Hussey Data Analyst Council of Michigan Fou ndations Sandra G. Hussey Ann Irish Member Services Director Muskegon County CommunihJ Foundation Dorothy A. Johnson Glenn F. Kossick President Metro Health Foundation Ronald E. Weger W. B. & Candace Thoman Foundation 0 Audit supervises annual audit process Audit Committee James E. McHale Lisa R. Wyatt Knowlton Program AssociateCommunity Foundation Project Patricia B. Johnson, Chair The Battle Creek Community Foundation Muskegon County Community Foundation Mary L. Olson Jeri L. Fischer Jane F. Morgan** Capital Region Community Foundation Council of Michigan Foundations Lucas Pfeiffenberger Howard D. Kalleward Administrative Director Northeast Michigan Community Foundation Dorothy U. Dalton Foundation Judith A. Steudle Leonard W. Smith Executive SecretaryCommunity Foundation Project Charles Stewart Matt Foundation The Skillman Foundation Program Associate-Energy Linda B. Patterson Richard K. Rappleye Mary Caroline (Twink) Rottschafer John S. Snyder Marion J. Stokes* Librarian-Communihj Foundation Project Comerica Incorporated - Detroit Frey Foundation Tamara S. Ylitalo Secretary- Community Foundation Project *Part-time employee **Position elimitmted at project end-9/30{90 1990-91 Committees 0 Annual Conference Host plans and provides for special hospitality services for annual conference attendees 18th Annual Conference Host Committee (The Chair and President serve as ex-officio members of all CMF committees.) Capital Region Community Foundation 0 Annual Conference Program plans programs for annual conference FrankS. & Mollie S. VanDervoort Memorial Foundation 18th Annual Conference Program Committee William A. Bassette Esther S. Gerstacker, Honorary Chair Barbara Brown Midland Foundation Talbert & Leota Abrams Foundation Mary L. Olson, Co-Chair Robert A. Fisher, Co-Chair 0 Community Foundation develops policy and guides the implementation of pro~rams in support of community foundatiOn members. Five subcommittees include: --Community Foundation Research and Computers Subcommittee --Community Foundation Marketing and Public Relations Subcommittee --Community Foundation Services Subcommittee --Community Foundation Tax Credit and Resources Subcomm ittee --Communitl{ Foundation Youth Leadership' Conference Subcommittee Conummity Foundatio11 Committee Consumers Power Company Mariam C. Noland, Chair Community Foundation for Southeastern Michigan Carl A. Gerstacker, Honorary Chair Helen H. Deliyanne Rollin M. Gerstacker Foundation Kathryn A. Agard FrankS . & Mollie S. VanDervoort Memorial Foundation Council of Michigan Foundations AmyFistler Peter J. Christ Chair, Research and Computer Subcommittee Leo J. Brennan, Jr., Chair Ford Motor Company Fund Health Education Foundation The Battle Creek Community Fou ndation Kathryn A. Agard Council of Michigan Foundations Joseph A. Frauenheim Manufacturers National Bank Barbara Baker Michigan National Bank Elizabeth H. Binda Guido A. & Elizabeth H. Binda Foundation RobertS. Collier Rotary Charities of Tra verse City R. SueDodea Council of Michigan Foundations Robert A. Fisher FrankS. & Mollie S. VanDervoort Memorial Foundation Ann L. Gessert FrankS. & Mollie S. VanDervoort Memorial Foundation Kalamazoo Foundation Alton L. Granger Patricia B. Johnson Chair, Services Subcommittee Granger Foundation Muskegon County Community Foundation Sandra G. Hussey Council of Michigan Founda tions Dorothy M. Reynolds Chair, Youth Leadership Conference Subcommittee Robert K. Kinning Commun ity Foundation of Greater Flint First of America E. B. (Ted) Morley, Jr. Morley Brothers Foundation Little Caesar Enterprises, Inc. Margaret A. (Ranny) Riecker Harry A. & Margaret D. Towsley Ernest B. Gutierrez Foundation Vickie G. Heerlyn The Up john Compm1y Foundation Robert E. Hencey W. K. Kellogg Foundation Diana R. Sieger Chair, Marketing and Public Relations Subcommittee The Grand Rapids Foundation Rosemary Ging The Kresge Foundation John E. Hopkins Chair, Tax Credit and Resources Subcommittee Thomas L. Stevens Michigan National Bank Jonathan R. White John & Elizabeth Whiteley Foundation 13 0 Community Foundation Youth Advisory develops policy, guides the implementation and recommends approval of challenge grant awards for the W.K. Kellogg Foundation-sponsored youth challenge grant �Community Foundation Youth Project Advisory Committee Glenn F. Kossick, Chair Metro Health Foundation Kay W. Hunt, Vice Chair Detroit Edison John E. Marshall, III, Ch air The Kresge Foundation Amy Berke 0 Government Relations responsible for communications and relations with elected and appointed government officials, and other pertinent organizations; recommends policy positions on issues affecting grantmakers and grantees ..._ The Council. · Detroit Neu rosurgical Foundation Government Relations Committee Diana V. Rodriguez Algra Michigan Campus Compact Mary E. Bradish Michigan Consolidated Gas Company Elizabeth H. Binda Guido A. & Elizabeth H. Binda Foundation Donald F. Chamberlin, Sr. Gerald W Chamberlin Foundation, Inc. G. Darrin Carde Grand Rapids Public Schools Laura A. Davis R. Sue Dodea Council of Michigan Foundations Tiffany Clark Rosemary Ging David M.G. Huntington Karla Hall Little Caesar Enterprises, Inc. Milwaukee Foundation Ameritech Publishing, Inc. Tim Jacobs Danforth E. Holley Charles A. Johnson Lilly Endowment Inc. Patricia B. Johnson Muskegon County Community Foundation Diana R. Sieger The Grand Rapids Foundation Earl-Beth Foundation Hudson-Webber Foundation Sandra G. Hussey Council of Michigan Foundations Ford Motor Company of Willard J. Hertz Charles Stewart Molt Foundation foundations John E. Hopkins Kalamazoo Foundation and David B. Kennedy corporations James R. Kettler The James A. Welch Foundation Lisa R. Wyatt Knowlton E. B. (Ted) Morley, Jr. Morley Brothers Foundation W. Calvin Patterson, III R. Sue Dodea Council of Michigan Foundations Herbert H. Dow The Herbert H. & Grace A. Dow Foundation Ste~hen T. Economy Mic igan Bell Telephone Company Lynn A. Feldhouse Chrysler Corporation Fund W. Calvin Patterson, III McGregor Fund Stephen E. Upton Whirlpool Foundation William V. Weatherston Impact Gro/a Fund-Community Foundation or Southeastern Mzchigan rl Peter M. Wege Steelcase Corporation/Steelcase Foundation Duane L. Tamacki charitable purposes. John Ziraldo The Skillman Foundation o Improvine Philanthropy coordinates MF efforts for the Improving Philanthropy Program CMF Improving Philanthropy Committee assists 0 Energy Statewide Planning assists CMF in develotng ~ans for establishing a statewi e tee nical assistance and loan subsidy program Russell G. Mawby, Chair WK. Kellogg Foundation members to EnergJJ Statewide Planning Committee Herbert H. Dow The Herbert H. & Grace A. Dow improve an.{l Richard M. Buss Foundation First of America Bank Willard J. Hertz EdwardJ. Ea,en Charles Stewart Matt Foundation Howard D. Kalleward Hudson-Webber Foundation United Way o Michigan Dorothy U. Dalton Foundation Gilbert Hudson KayW.Hunt Detroit Edison Company Edward J. Miller Manufacturers National Bank Ted L.Johnson The Fremont Area Foundation Jane F. Morgan Council of Mzchigan Foundations Joel J. Orosz WK. Kellogg Foundation Sharon Parks Michigan League for Human Services Lin da B. Patterson Council of Michigan Foundations Doug Shelby Michzgan State Housing Development Authority Maureen Smyth Charles Stewart Matt Foundation 0 Detroit Area Grantmakers plans to~cal meetings for Detroit area grantma ers grants for Clark, Klein & Beaumont NB D Bank, N.A. Ford Motor Company Fund making McGregor Fund Donald A. Lindow, Chair Leo J. Brennan, Jr. association The Battle Creek Community Foundation Frank T. Judge, Jr. The Shiffman Foundation Corporate Giving Committee is an Michigan Bell Telephone Company Earhart Foundation Gilbert Hudson Richard Levey 0 Corporate Giving stimulates interest in corporate philanthropy and giving WK Kellogg Foundation Stephen T. Economy Wayne State University Michigan Campus Compact Bay Area Community Foundation Youth Committee Margaret A. (Ranny) Riecker, Chair Harry A. & Margaret D. Towsley Foundation Herbert S. Yamanishi Michigan Community Action Agency W. Calvin Patterson, III McGregor Fund Margaret A. (Ranny) Riecker Harry A. & Margaret D. Towsley Foundation Leonard W. Smith The Skillman Foundation Detroit Area Grantmakers Program Committee WilliamS. White Charles Stewart Matt Foundation 14 increase philanthropy in Michigan. �0 Investment provides general financial managem ent 0 Increasing Philanthropy 1mplements CMF efforts to increase grantmaking resources throughout the state Investmwt Committee I11creasing Philanthropy Committee Leonard W. Smith, Chair The Skillman Foundation Russell G. Mawby, Chair W.K. Kellogg Foundation Jeri L. Fischer Council of Michigan Foundations RobertS. Collier Rotary Charities of Tra verse City Nicholas M. Gabriel Ford Foundation Richard T. Karppinen Foundation Calvin College Judith S. Hooker Robert L. & Judith S. Hooker Foundation NBD Bank, N.A. Gilbert Hudson John E. Marshall, III Hudson- Webber Foundation The Kresge Foundation Robert B. Miller Linda B. Patterson The Miller Foundation Council of Michigan Foundations Thomas B. Murphy Donald A. Lindow Richard K. Rappleye Charles Stewart Matt Foundation Membership Committee Clark, Klein & Beaumont Peter M. Wege The Wege Foundation LloydJ. Yeo Wickson-Link Memorial Foundation Frances A. Hanson Moore Winship Memorial Scholarship Foundation Sandra G. Hussey Patricia B. Johnson James R. Kettler Glenn F. Kossick Metro Health Foundation Toni Laidlaw Helen Laidlaw Foundation James C. Miller Lacks Enterprises, Inc. Blue Cross Blue Shield of Michigan Robert D. Sparks Duane L. Tarnacki Kalamazoo Foundation Cathy Mozham The Skillman Foundation W.K. Kellogg Foundation Dave Gardiner The James A. Welch Foundation 0 Membership plans CMF recruiting efforts and advises on policy regarding eligibility Leonard W. Smith Russell Gabier Irving S. Gilmore Foundation Muskegon County Community Foundation Margaret A. (Ranny) Riecker Harry A. & Margaret D. Towsley Foundation Detroit Neurosurgical Foundation Council of Michigan Foundations Herbert H. Dow The Herbert H. & Grace A. Dow T.B. Murphy Foundation Charitable Trust Amy Berke Gilbert Hudson, Chair Hudson-Webber Foundation Amy Berke Detroit Neurosurgical Foundation JudyM. Carl Council of Michigan Founda lions Nathan B. Driggers Harder Foundation W. Calvin Patterson, III McGregor Fund Debbie Price Kellogg Company Therese M. Thorn NBD Bank, N.A. Ronald E. Weger W.B. & Candace Thoman Foundation C. Christopher Worfel The Grand Rapids Foundation JohnZiraldo The Skillman Foundation Lynn A. Feldhouse 0 Information Systems disseminates information about Michigan founda tions and corporate giVmg frograms, and coordinates interna communication efforts Information Systems Comm ittee W. Calvin Patterson, III, Chair McGregor Fund Lucy R. Allen Saginaw Community Foundation RobertS. Collier RotanJ Charities of Traverse City Jeri L. Fischer Council of Michigan Foundations Barbara J. Getz The Kresge Foundation Chrysler Corporation Fund Marvin A. Frenkel The Meyer & Anna Prentis Family Foundation,Inc. Joyce F. Hecht David M . & Joyce F. Hecht Foundation KayW.Hunt Detroit Edison Michigau AIDS Fmzd Committee Robert A. Sajdak Barbara J. Getz, Chair Manufacturers National Bank of Detroit The Kresge Foundation JohnS. Snyder Thomas A. Bruce Comerica Incorporated - Detroit Therese M. Thorn NBD Bank, N .A. W.B . & Candace Thoman Foundation Glenn F. Kossick Whirlpool Foundation Karen E. Lake W.K. Kellogg Foundation Linda B. Patterson Council of Michigan Foundations W.K. Kellogg Foundation Frederick Bryant Health Education Foundation RobertS. Collier Ronald E. Weger Rotary Charities of Tra verse City William E. Emery Metro Health Foundation Sharron Krieger 0 Michigan AIDS Fund responds to CMF members' interests in the area of AIDS, participates in fundraising activities to support the program, evaluates proposals, and monitors grantee project development Whirlpool Foundation 0 Membership Services evaluates existing CMF services and develops new programs Membership Services Committee Robert E. Hencey, Chair W.K. Kellogg Foundation Judy Y. Samelson Charles Stewart Molt Foundation 15 Beth Goebel Dyer-Ives Foundation Jim Heynen The Greystone Group Glenn F. Kossick Metro Health Foundation �Marvin McKinney Our Publications . Charles Stewart Matt Foundation • • W. Calvin Patterson, III McGregor Fund Complim entary: 0 Council of Michigan Foundations Annual Report Linda B. Patterson Council of Michigan Foundations 0 Education in Philanthropy and Volunteerism: National and State Trends and Opportunities for Michigan Ira Strumwasser Michigan Health Care Education & Research Foundation 0 Education in Philanthropy and Volunteerism: Report to Michigan Funders 0 Finding Work with Grantmakers 0 Nominating reviews slate of officers and recommends Board candidates 0 Information for Seeking Foundation and Corporate Grants Nominating Committee Herbert H. Dow, Chair The Herbert H. & Grace A. Dow 0 Keynote: "Ten From the Top" Foundation 0 Memo to Members Donald A. Lindow Council~ of Michigan, . Foundations is an assoCiation of foundations and corporations .NBD Bank, NA. 0 The Michigan Scene Mariam C. Noland 0 Michigan's Community Foundations: Report on Grants and Assets 1990 Community Foundation for Southeastern Michigan The making 0 Nonprofit Funding Campaigns in Michigan W. Calvin Patterson, III McGregor Fund 0 Survey of Michigan Foundation Philanthropy 1990 Leonard W. Smith The Skillman Foundation 0 The Tax Credit that Builds Michigan Communities Stephen E. Upton Whirlpool Foundation 0 Community Foundation Energy Initiative F inal Report, Sept., 1990 0 Public Issues meets at the request of the Board to address questions raised by members and considers general issues relating to philanthropy 0 Community Foundations: Maximizing Their Potential to Benefit Charity and Donors CMF assists Public Issues Committee 0 Michigan's Community Foundations: The Common Characteristics memb:ers to Willard J. Hertz, Chair 0 Michigan's Community Foundations 1989 improve and 0 Corporate Giving Initiative Newsletter increase Charles Stewart Matt Foundation Leo J. Brennan, Jr. Ford Motor Company Fund 0 Organizing a Corporate Giving Program C. David Campbell Community Foundation for Southeastern Michigan O rder form required: 0 Establishing a Charitable Foundation in Michigan, Second Edition Keith D. Jensen The Jensen Foundation 0 Establishing and Administering a Scholarship Program W. Calvin Patterson, III McGregor Fund 0 Michigan Corporate Matching Gifts ManuaL Second Edition Leonard W. Smith The Skillman Foundation Robert D. Sparks 0 The Michigan Foundation Directory, Seventh Edition W.K. Kellogg Foundation Ira Strumwasser Michigan Health Care Education & Research Foundation Order forms may be obtained from the Council of Michigan Foundations P.O. Box599 Grand Haven, MI 49417 (616) 842-7080 16 philanthropy in Michigan. �Our Members . • • COUNCIL OF MICHIGAN FOUNDATIONS' MEMBERS (As of June, 1991) Addison Knight Family Charitable & Educational Foundation Adrian Orville D. & Ruth A. Merillat Foundation Allen H. Meyers Foundation Albion Albion Civic Foundation Alpena Besser Foundation* Northeast Michigan Community Foundation* Ann Arbor Ann Arbor Area Foundation Domino's Foundation Earhart Foundation The J.F. Ervin Foundation* The Jensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation The Pn;or Foundation Society Bank Harry A. & Margaret D. Towsley Foundation* Battle Creek The Battle Creek Community Foundation* Guido A. & Elizabeth H. Binda Foundation* Charles & Jessie Brackett Memorial Scholarship Fund W.K. Kellogg Foundation* Kellogg Company Kellogg Company 25- Year Employees' Fund, Inc. McCurdy Scholarship Foundation, Inc. The Miller Foundation* Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund Bay City Bay Area Community Foundation Kantzler Foundation Benton Harbor Whirlpool Foundation* Buchanan Buchanan Area Foundation Cadillac Cadillac Area Community Foundation Kysar Industrial Corporation Foundation Caro Claude D. & Etta H. Andrews Foundation William A. & Ruth Janks Foundation Cassopolis Edward Lowe Foundation Chelsea Civic Foundation of Chelsea Colon Colon Foundation Detroit Metropolitan Area Allied-Signal, Inc. ANR Pipeline Company Americana Foundation Ameritech Publishing, Inc.* The Charles Shirley Avery Foundation Bauervic-Paisley Foundation Joseph E. Beauchamp Trust Blue Cross Blue Shield of Michigan The Borman's, Inc. Fund The William & Marie Carls Foundation Clarence & Grace Chamberlin Foundation Gerald W. Chamberlin Foundation, Inc. Chrysler Corporation Fund* Comerica Incorporated Community Foundation for Southeastern Michigan* The Raymond M. & Jane E. Cracchiolo Foundation Dayton-Hudson Department Store Company* Detroit Edison Foundation Detroit Neurosurgical Foundation* The Charles DeVlieg Foundation Earl-Beth Foundation* Glenn D. Curtis Edmore Trust H. T. Ewald Foundation Federal-Mogul Corporation Charitable Trust* George R. & Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund* Gannett Foundation General Motors Foundation Gordy Foundation, Inc. The Gornick Fund Harder Foundation Harris Foundation Myrtle E. & William G. Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lyne/le Holden Fund Hudson- Webber Foundation IBM Jewish Community Foundation Kowalski Sausage Charitable Trust The Kresge Foundation Little Caesar Enterprises, Inc. The Lyon Foundation, Inc. Alex & Marie Manoogian Foundation Manufacturers National Bank of Detroit Masco Corporation Charitable Trust McGregor Fund* B.D. & Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation W.D. & Prudence A. Mcintyre Foundation Metro Health Foundation* Michigan Bell Telephone Company* Michigan Consolidated Gas Company Michigan Health Care Education & Research Foundation Louise Tuller Miller Trust T.B . Murphy Foundation Charitable Trust* NBD Bank, N.A. * Ernest L. Nicolay Foundation Oscar P. & Louis H. Osthelder Charitable Foundation William & Mary Pagel Trust William Lyon Phelps Foundation The Pistons-Palace Foundation 17 The Herbert & Elsa Panting Foundation The Meyer & Anna Prentis Family Foundation, Inc. Harold & Carolyn Robison Foundation Sage Foundation The Karla Scherer Foundation Schwartz Family Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation* Edward C. & Hazel L. Stephenson Foundation Keith W. Tantlinger Foundation The Taubman Foundation Mary Thompson Foundation The Trico Foundation UNISYS Wetsman Foundation David M. Whitnetj Fund* The Wilkinson Foundation Matilda R. Wilson Fund Isadore & Beryl Winkelman Foundation East Jordan Malpass Foundation Eaton Rapids Community Heritage Foundation of Eaton Rapids Escanaba Community Foundation for Delta County Flint Viola E. Bray Charitable Trust* Citizens Commerical & Savings Bank Community Foundation of Greater Flint Charles Stewart Harding Foundation* Hougen Foundation* Charles Stewart Matt Foundation* Ruth Matt Fund NBD Genesee Bank The James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation* The Gerber Companies Foundation Grand Haven Erickson Foundation* Grand Haven Area Community Foundation* JSJ Foundation The Paul A. Johnson Foundation Lee Foundation The Lou tit Foundation Samuel L. Westerman Foundation Wigginton Educational Foundation Grand Rapids Area Baldwin Foundation Max D. & Constance M . Boersma Charitable Trust* Cook Charitable Foundation �Richard M. & Helen DeVos Foundation* L.M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-Ives Foundation* Frey Foundation* Gordon Christian Foundation Grand Bank The Grand Rapids Foundation* David M. & Joyce F. Hecht Foundation Robert L. & Judith S. Hooker Foundation * The MinorS. & Mary Ann Keeler Fund Sam & Jan e Kravitz Foundation Lacks Enterprises, Inc. Loosemore Foundation Michigan National Bank NBD Grand Rapids, N.A. Old Kent Bank & Trust Company The Sebastian Foundation William & Sarah Seidman Foundation Steelcase Foundation Vogt Foundation The Wege Foundation* Wren Foundation Wyoming Community Foundation Greenville Greenville Area Foundation Harbor Springs George M. & Mabel H. Slocum Foundation Hartland Heartland Foundation Holland Holland Community Foundation The Lexo Charitable Trust Prince Foundation Jackson Samuel Higby Camp Foundation Consumers Power Company Hurst Foundation The Jackson Community Foundation* Simpson Foundation* Kalamazoo The Acme Foundation Dorothy U. Dalton Foundation Mignon Sherwood DeLano Foundation Fetzer Institute First of America-Michigan Irving S. Gilmore Foundation, Inc.* Havirmill Foundation Kalamazoo Foundation* McColl- Batts Foundation Monroe- Brown Foundation The Power Foundation A.M. Todd Company Foundation The Upjolm Company* Harold & Grace Upjolm Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Area Amy Foundation Capital Region Community Foundation Delta Dental Fund Granger Foundation Greater Lansing Foundation Health Education Foundation* W.B . & Candace Thoman Foundation John & Elizabeth Whiteley Foundation Lowell Christoff Family Charitable Foundation Ludington Donald B. Birtwistle Foundation Ludington Area Foundation Manistee Manistee County Foundation Marshall Marshall Civic Foundation Marquette The Marquette Community Foundation Midland A llen Foundation , Inc. Barstow Foundation Chemical Bank & Trust Company The Herbert D. & Jun ia Donn Foundation The Dow Chemical Company Foundation * Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation* The Herbert H. & Grace A. Dow Foundation* The Rollin M. Gerstacker Foundation Midland Foundation Midland Cogeneration Venture Elsa U. Pardee Foundation Charles f. Strosacker Foundation Monroe Community Foundation of Monroe County Herman & Irene Gertz Foundation* La-Z-Boy Chair Foundation* Monroe Auto Equipment Foundation Trust Mt. Pleasant Mt. Pleasant Area Community Foundation, Inc. Muskegon GTE Telephone Operations-Michigan Kaufman Foundation Muskegon County Community Foundation Amos Nordman Foundation Charitable Trust SPX Foundation Scott Paper Company Foundation Niles Edward & Irma Hunter Foundation St. Denys Foundation N orthport Leelanau Township Foundation , Inc. Romeo Four County Foundation St. Joseph Berrien Community Foundation , Inc. DeLapa Family Foundation Peoples State Bank The Tiscornia Foundation, Inc. FrederickS. Upton Foundation* Saginaw Arnold & Gertrude Boutell Memorial Fund* C.K. Eddy Family Memorial Fund* Michael Jeffers Memorial Fund* Lurie-Polasky Foundation * Francis Mills Foundation* Morley Brothers Foundation Saginaw Community Foundation Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memorial Foundation The Wolohan Family Foundation of foundations and corporations South Haven Citizens Trust & Savings Bank* grants for Suttons Bay Charles M . Bauervic Foundation charitable purposes. Tawas City Helen Laidlaw Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Rotary Charities of Traverse City* Zeeland Batts Foundation Herman Miller, Inc. Zeeland Community Foundation California Mervyn's Florida MuktiFund May Mitchell Royal Foundation Owosso Cook Family Foundation Shiawassee Foundation *In 1990-91,58 members contributed additional support for special projects to CMF as well as their regular membership fees. N ew York Ford Foundation Pontiac Detroit Lions, Inc. Port Huron Community Foundation of St. Clair County 18 association making Massachusetts The Iacocca Foundation Rockford Wolverine World Wide Foundation is an Shelby Township These Colors Don't Run Foundation, Inc. Okemos Talbert & Leota Abrams Foundation * Michigan Women's Foundation FrankS. & Mollie S. VanDervoort Memorial Foundation Rochester Greater Rochester Area Community Foundation The "' (i) Printed on Recycled Paper Designed by Cynthia A. Vogt and Timothy M. Breed Written by Timothy M. Breed CMF assists members to improve and increase philanthropy in Michigan. �� Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1990_AR_1990-1991 Title A name given to the resource Council of Michigan Foundations Annual Report 1990-1991 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1990-1991. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49845 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1990/1991 https://digitalcollections.library.gvsu.edu/files/original/f22da87110f7c35e91352701707fc889.pdf 5de723933453a32c25aa8f2e9a92b809 PDF Text Text Council of Michig11n Found11tions ./--.~ --- 1991-92 ABnual Report -.:.::. - ~- The Coun-cil of Michigan Foundations is an association of foundations and corporations making grants for charitable purposes. CMF as~ists members to enhance, to improve, and to increase philanthropy in Michigan. �About The Council of Michigan Foundations Our Purposes . > To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. > To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. > foundations, 15 banks, 62 corporate foundations and giving programs, and 5 public charities. CMF began in 1973 and was incorporated in 1975 to enhance, to improve community foundation and and to increase philanthropy in Michigan. Other constituencies are served as they relate resources in the State of Michigan . to CMF's purposes and include all other Michigan foundations and corporate grantrnakers, national government representatives, the media, grantees, the national and regional grantmaldng community, and the general public. To increase the efficiency and CMF is affiliated with the Council on Foundations and 35 other effectiveness of Michigan)s regional associations throughout the country. philanthropic network . > 295 Michigan grantrnakers, including 173 private foundations, 40 community To increase private and corporate grantmaking > The Council of Michigan Foundations ( CMF) is a nonprofit association of To inform the public of the imp ortant and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. �Message To CMF Members As CMF enters the year of our 20th anniversary, Michigan grantmakers are meeting the call of state and federal governments to assist in caring for today's social ills. The preliminary survey results of CMF's Michigan Foundation Directory eighth edition show that Michigan grantmalcers gave nearly $600 million to address the needs of the state's citizens. But just as in1portant as the dollars contributed are the creative ways in which this momentous challenge is being met. CMF is seeing the nwnber of collaborative ventures increase as grantmalcers with similar program interests join together for greater impact in their chosen priority area. Many challenge grant and matching gift programs are being established, addressing issues of inadequate education, homelessness, victims of abuse, economic development and the arts. Our sense of purpose has been reinforced as we watch these special programs provide needed assistance. Your needs and suggestions have produced the following results in 1991-92: > The Michigan AIDS Fund, bringing grantmalcers together and raising more than $452,100 from February 1990 through November 1991 to fund a wide range of AIDS-related services > The Community Foundation Technical Assistance Project, providing the means for Michigan commwuties to begin the long task of solving their social, economic and educational problems The Kellogg Youth Initiative, involving young adults in activities that encourage philanthropy and volunteerism Dorothy A. John son & Judith S. Hooker > The Corporate Giving Initiative, serving to stimulate interest in grantmalcing among more Michigan businesses and indusu·ies > The seeds for a progran1 targeted to comprehensively assist fanlliy foundations. Your i.J.movation, your creativity, your dreams, your insight, is how CMF became one of the most progressive Regional Association of Grantmalcers in the nation. Next year, CMF will have provided 1:\vo decades of service to Michigan grantmalcers. In celebration of this 20th anniversary, CMF is highlighting the accomplishments of your grantmaking. Your needs continue to dictate CMF's mission, purpose and program. It will be an exciting year as we work to help you to help others. Judith S. Hooker, Chair �• To provide the means lor regular exchange of ideas, experiences, and expertise among Michigan grantmakers ~ Annual Conference attended by over 700 grantmaleers ~ Institute for Children's Immune Disorder, Detroit, was the beneficiary of baskets of food collected at the closing session of CMF's three-day Annual Conference which attracted over 700 participants. New Staff initiated ~ 150 West Michigan Members met with CMF Board of Trustees CMF helps grantmakers learn the most effective ways to address society's needs and distribute funds productively. Workshops, seminars and informational gatherings are planned throughout the state each year. The largest event for grantmalcers is CMF's three-day Annual Conference, which is typically held in ~ CMF sponsored November. In 1991, the ammal conference "Grantmakers and Michigan: seventeen additional Building Winning Alliances," offered 702 individuals in attendance a total of 37 workshops and sessions and ll8 experts from which to obtain information on successful semtnars grantmal<:ing practices. Spring schools offered specialized programs for new staff, corporate contributions officers and community foundation personnel. In June over 150 West Michigan grantmakers met with CMF's Board ofTmstees, eight regional grantmalcer meetings were convened throughout the year, and an AIDS workshop was conducted in January. These activities enable grantmalcers to build a network of resources which are invaluable in solving problems of common concern in their part of the state. In worl<:ing to extend and improve channels of communication throughout Michigan, CMF revises and expands its program offerings a1mually. �To increase the efficiency and effectiveness of Michigan's philanthropic network > Michigan AIDS Fund received $452; 100 f rom interested CMF M embers and made twelve lillian Bauder, Trustee, The Skillman Foundation, and Alan £. Schwartz, President, Sch wartz Family Foundation, ioin colleagues at a Detroit Area Grantmakers monthly luncheon meeting. program grants > Grantmakers/ Grantseek ers III attracted 1)200 no nprofit leaders To assist grantmakers in accomplishing their goals, CMF encourages and helps facilitate initiatives which reach beyond the grantmalcers' traditional funding tools to > CMF serves in pa1ctnership satisfY their philanthropic objectives. Collaborative ventures have been formed , and with major state and grantmalcers and grantseekers work together in sharing vital information. The national charitable Michigan AIDS Fund, a project established by CMF to allow grantmalcers to work organizations together in addressing the AIDS epidemic, has matured steadily as a collaborative model and has been accepted as an associate of the National Commmlity AIDS Partnership. CMF also cosponsors an annual seminar for grantmakers and grantseekers, which last year drew 1,200 participants. Through collaborative ventures, CMF serves to su-engthen the practice of philanthropy in program development with such organizations as the Michigan Campus Compact, the Michigan Nonprofit Forum, the Michigan Youth Service Commission, the Accounting Aid Society, the National Society of Fundraising Executives, the United Way of Michigan, state and local Chambers of Commerce, the Council on Foundations, Independent Sector, the Foundation Center, and Regional Associations of Grantmalcers. �To inform the public of the important and irreplaceable contributions of Michigan's grantmaking institutions to the State and larger society >- Seventh edition ccupda t e)) Donald R. Parfet, Executive Vice President for Administration, The Upiohn Company and President, The Upiohn Company Foundation, addresses the fall CMF Corporate Contributions Workshop. of The MichiiJ_an Foundation Directory published >- CMPs Annual R ep_o rt, M emo to Me m bers, and Th e MichiiJ_an Sce n e keep philanthropists informed In addition to sharing updates on events and issues of interest to its Members, CMF provides the public and media with readily accessible information on Michigan >- foundations and philanthropic endeavors. CMF's quarterly tabloid, The Michigan M edi a sou rces pr ovided Scene is distributed to more than 4,000 individuals sharing the diversified ways in with informatio n fo r which grantmakers make a positive impact on critical social problems. Serving a 258 g rantmaking dual purpose is the circulation of CMF's brochure "Information for Seeking n e1vs ar ticles Foundation and Corporate Grants" - grantseekers are provided with important proposal research and development information, and grantmalcers benefit fi·om >- Vid eo histories on Michigan grantmakers in production the reduction of inappropriate requests. A new CMF project, producing a series of video donor histories, was implemented to serve as a historical record and an inspiration to donors and philanthropists. Information exchange is seen as vital to the continued growth of philanthropy. �To represent Michigan grantmakers' interests ancl concerns with the officials of local, state ancl national government ~ Community Foun dation Sta te Tax Credit extension sec ured ~ Detroit Mayor Coleman Young welcomed CMFmembers to Detroit and shared ways in which Michigan grantmakers have helped the city. He is flanked by Gilbert Hudson, President, Hudson-Webber Foundation, and Kay Hunt, Administrator-Corporate Contributions, Detroit-Edison. CMF-sponso red publication, ccrhe State of Nonprofit Michigan, 199P mailed to all Michigan Senators, Representat ives, and state officials Perhaps the most important task faced by CMF staff is to represent grantmakers' interests before local, state and national governments. CMF staff members cooperate with other state and national organizations which work on behalf of philanthropy and the not-for-profit sector. CMF's involvement in enhancing public policymakers' ~ Legislative Goa l understanding of foundation philanthropy has brought about positive legislative Statement pursued ... changes in laws and regulations, such as the lowering of the mandatory payout Common Fund, Gifts of requirement by Congress to a flat five percent of foundation assets, reduction of Appreciated Property & excise tax on foundations, and at the state level, a tax credit for contributions to state tax issues Michigan community foundations . Over 30,000 financial advisors received information on the credit in 1991. During the upcoming year, CMF has identified as a priority the passage oflegislation to permit private and community foundations to pool their assets ~ CMF Legislative Net1vork into a common fund for investment purposes. Participating foundations, especially small informed lawmakers and medium-sized ones, can significantly reduce their investment fees and increase their about benefits of total return- which means more money available to benefit tl1e people of Michigan. grantmaking �To increase private, community, and corporate grantmaking resources within the State of Michigan PRIVATE ... 100 priva te Michigan foundations crea ted in last three years ... Russell G.Mawby, chair af the CMF Increasing Philanthropy Committee and CEO, the WK. Kellogg Foundation, meets with Kate Pew-Walters, newly elected CMF Trustee and Executive Director, Steelcase Foundation, to discuss CMF programs designed to increase grantmaking resources. Peer donor groups identified fo r sharing of expertise ... Update fo r Establishing_ a Charitable Foundation in Michigan publish ed Having already established successful programs for corporate and community grantmalcers, CMF is now developing specialized services to assist private fow1dation grantmal<:ers. Of particular interest are the needs of the smaller family foundations which comprise over 70% ofCMF's private foundation membership. During CMF's 19th Annual Conference, two focused sessions were provided fanlliy foundations , and informative sessions have been increased to five for the 20th Annual Conference. Currently underway is an effort to nurture the next generation of family foundation grantmakers, with donors being invited to small, informal gatherings where the benefits of private giving will be discussed. CMF believes that the next generation of volunteers and philanthropists can be established and nurtured through a strong network of philanthropic involvement. �To increase private, community, and corporate grantmaking resources within the State of Michigan COMMUNITY >- Community foundation assets increased 68 %; g ra nts in creased 100% >- Young adults from around the state gather to share their ideas about volunteerism and leadership. The meetings are held as part of the CMF Community Foundation Youth Project, funded by the W.K. Kellogg Foundation and supported by the Charles Stewart Moll Foundation. On-site consultations co n ducted with 72 community fo unda tion board trustees Community foundations in Michigan continue to grow in size, number and >- W.K. K ellogg Fou ndatio n organizational capacity with the support of the W.K. Kellogg Foundation $35 million Yo u th I program resu lted challenge grant and the $350,000 Charles Stewart Mott Foundation grant for technical in 26 yo u th projects fund ed assistance. Technical assistance provided by CMF during the year included formal training sessions on the leadership of change, workshops specifically designed for commwuty >- W.K. K ellogg Fo undation Yo u th Project II laun ched foundations during the CMF A.tmual Conference, a three-day workshop on phumed giving, and a spring school discussion on malting innovative small grants and identifYing potential donors . Individualized legal assistance and onsite planned giving services extended the customized consultation available through CMF. Library services were computerized, >- Fou r t raining manuals and scholarship assistance, including nUni-grants, helped members meet their muque needs pu blished for further education and project support. The CMF Youth Project, under a new challenge grant, was launched successfully with six initial applications approved for challenges. Each was successfi.1l in their efforts to raise the match. The Youth Project Advisory Committee established policy and protocol, approved the initial grants, and individually visited the first grant recipients. CMF staff has visited 90% of the youth comn1ittees to provide technical assistance and lend support. Currently, 242 young people serve on commw1ity foundation youth comn1ittees d1roughout d1e state. Expanded support and training is being planned by CMF, with regional workshops and a tlu·ee-day statewide conference for youth committee members in 1992. �To increase private, community, and corporate grantmaking resources within the State of Michigan CORPORATE > Over 1,200 business owners and officers heard messages on A. Alfred Taubman, Chairman of the Taubman Company ond The Taubman Foundation, keynoted the CMF 1991 Donor's Platform. why and how their corporations can give > Corporati ons assisted with formation and revisi on of corporate giving programs CMF's program to encourage the formation of new corporate giving programs and enhance the efficiency and effectiveness of existing programs in Michigan has seen worthy results, with the level of awareness increasing among corporate leaders regarding the need for and benefits of corporate giving programs. Over 1,300 business leaders receive the corporate newsletter-highlighting the good news of social responsibility > Sponsored publication of through corporate giving and Keynote- a publication which shares the remarks of Efffctive CorJJ_orate annual conference and workshop spealcers. Key business leaders have received valuable Phila n throJJ_y_: information on effective management of corporate contributions from attending CMF Buildin.!J_ a Givin.!J_ Pro.!J_ram with ImJJ_act presentations in Detroit, ~rand Rapids, Cadillac, Jackson, Monroe, Battle Creek, Kalamazoo, Midland, Saginaw and Port Huron. With continued personal contact and beneficial information, CMF believes that many corporations in these locations will organize a giving program or strengthen an existing program. To assist in the process, CMF has sponsored the publication, Effective Corporate Philanthropy: Building a Giving Program with Impact, providing valuable information in building a practical, productive management system. CMF looks forward to the continued expansion of the corporate grantmakers' network and to encouraging information exchange among leaders interested in corporate giving programs and strategies. �CMF Board Of Trustees & Officers Chair Judith S. Hooker Trustee, Robert L. & Judith S. H ooker Foundation Grand R..~pid s Vice Chairman - Private Leonard W. Smith President & Trustee, The Skillman Foundation Detroit Vice Chairman - Corporate Donald A. Lindow First Vice President, NBD Bank, N.A. Detroit Vice Chair - Community Foundations Mariam C. Noland President, Community Foundation for Southeastern Michigan Detroit > The Council of Michigan Foundations is governed by a 24-member Board of Trustees. Treasurer Richard K. Rapp!eye Vice President, Secretary/Treasurer, Charles Stewart Mott Foundation Flint without renumeration, are Dorothy A. Johnson President & Secretary Council of Michigan Foundations Grand Haven elected at the Annual Leo J. Brennan, Jr. These individuals, who serve Members' Meeting held during the CMF Annual Confer ence. Execu rive Director, Ford Motor Company Fund Dearborn Dorothy A. Johnson Enunet D. Carson Program Officer-Philanthropy and the Non-Profit Sector, Governance and Public Policy Program, Ford Foundation New York > The CMF Board met three times this past year, in Jun e and November, 1991 and February, 1992 Robert S. Collier Executive Director, Rotary Charities of Traverse C ity Traverse City William A. Diaz Program Officer-Human Righ ts & Governance, Ford Foundation New York > Trustees serve on at least one of 23 working committees * Em'n-tet D. Carson Herbert H. Dow President & Trustee, The Herbert H. & Grace A. Dow Foundation President & Trustee, The Herbert H. & Barbara C. Dow Foundation Midland Mary Caroline (Twink) Frey Chair & Trustee, Frey Foundation Chair & Trustee, Nokomis Foundation Grand Rapids Robert E . Hencey Director of Special Projects, W.K. Kellogg Foundation Battle Creek Willard J. Hertz Vice President & Senior Adviser, Charles Stewart Mott Foundation Flinr • William A. Diaz * E1runet D. Carson was elected June, 1992 to fill the unexpired term of William A. Diaz. H erbett H. Dow �John E. Hopkins Executive Director, Kalamazoo Foundation Kalamazoo James R. Jenkins John E. Hopkins Gilbert Hudson President, Hudson-Webber Foundation Detroit James R. Jenkins Vice President, Secretary & General Counsel, Dow Corning Corporation Trustee, Dow Corning Foundation Midland Patricia B. Johnson Patricia B. Johnson President, Muskegon County Joh" E. Marshall III Community Foundation President, Ocenana County Comn1unit:y Foundation Trustee, Paul C. Johnson Foundation Muskegon John E. Marshall III President & Trustee, The Kresge Foundation Troy - John W Porter Donald R. Parfet Executive Vice President for Administration, The Upjohn Company President & Trustee, The Upjohn Company Foundation Kalamazoo W. Calvin Patterson III Executive Director, McGregor Fund Detroit John W. Porter Trustee, Charles Stewart Mott Foundation Flint James M. Richmond President, Frey Foundation Grand Rapids Mat;garet A. (Ranny) Riecker Margaret A. (Ranny) Riecker President, Harry A. & Margaret D. Towsley Foundation, Ann Arbor Trustee, Herbert H. & Grace A. Dow Foundation Midland Peter P. Thurber President, David M. Whitney Fund Trustee, Community Foundation for Southeastern Michigan Trustee, McGregor Fund Detroit Peter P. Thurber Stephen E. Upton President, Whirlpool Foundation Benton Harbor Chairman & Trustee, FrederickS. Upton Foundation St. Joseph Kate Pew Wolters Executive Director, Steelcase Foundation Grand Rapids Robert E. Hencey J!Jzrv Caroline (Twink) Frey Kate Pew Wolten Willard]. Hertz �Our Finances General Operating Fund Support-grants Revenues: Contributions Conferences Workshops Publications Investment income ond other REPORT OF IN DEPENDENT AUDITORS Board of Trustees Council of Michigan Foundations, Inc. We have audited the accompanying balance sheets of the Council of Michigan Foundations, Inc. as of March 31, 1992, and the related statements of activity and changes in fund balances and cash flows-unrestricted funds for the year then ended. These financial statements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audits. We have previously audited and reported upon the March 31, 1991 fin ancial statements which are included in summary form for comparative information. We conducted our audits in accordance with generally accepted auditing standards. T hose standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are fi·ee of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion , the financial statements referred to above present fairly, in all material respects, the financ ial position of the Council of , Michigan Foundations, Inc. at March 31, 1992, and the results of its operations and its cash flows of unresu-icted funds for the year then ended in conformity with generally accepted accounting principles. ~"'MApril 22, 1992 Furniture and Equipment Fund Subtotal s558,455 s558,455 131,026 19,605 16,1 48 30,603 755,837 131,026 19,605 16,148 30,603 755,837 285,731 61 ,852 129,736 32,024 32,619 21 ,199 47,794 285,731 61 ,852 129,736 32,024 32,619 21 ,199 47,794 7,224 50,219 17,326 86 5,132 s 39,119 7,224 50,219 17,326 86 5,132 39,119 33,747 (39, 119) (5,372) Fund balances ot beginning of year 222,639 Transfers-furniture ond equipment acquisitions (79,320) Other transfers 55,516 119,470 79,320 1,880 342,109 s232,582 s161,551 s394,133 TOTAL SUPPORT AND REVENUES EXPENSES Grants Solories, toxes ond benefits Contracted services Conferences Workshops Printing ond publications Meetings ond travel Telephone ond postage Scholarship activities -Equjpment lease ond maintenance Occupancy- Note A General supplies Books ond subscriptions Insurance Depreciation Loss on investment-Note C Fund for the 90's TOTAL EXPENSES Support and Revenues Over (Under) Revenues FUND BALANCES AT YEAR END 21 31 192 2,899 7,432 500 -0- 57,396 See notes to finonciol statements. COUNCIL OF MICHIGAN FOUNDATIONS, INC. NOTES TO FINANCIAL STATEMENTS March 31, 1992 NOTE A - Summary of Significant Accounting Policies Statentent Presentation: The accompanying financial stateme nts have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into three fund groups. U nrestricted Funds are used to account for transactions related to unrestricted gifts and contributions over which the Board of Trustees has full control as to use in pursuing any of the Council's purposes. Restricted Funds are used to account for donorrestricted gifts and contributions. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. The Endowment Fund is used to account for a gift established with the intent that only the earnings thereon be expended for stated purposes. -0- �STATEMENTS OF ACTIVITY AND CHANGES IN FUND BALANCES Council of Michigan Foundations, Inc. Restricted odtefeller Fund Community Foundation Projects Moll Community Foundation Technical Kellogg Youth Assistance Fund Project I s371 ,851 s4,500 Endowment Kellogg Youth Project II s852,303 7,985 54 115,742 2,206 41 ,078 10,744 22,804 394,655 237,500 1,502 s1,336,202 s986,258 52,183 240,708 9,948 1,706 91,322 1,679,886 799,163 131 ,026 29,553 17,854 125,857 2,439,655 766,360 107,060 30,644 35,379 109,617 2,035,318 854,250 495,562 174,179 129,928 82,454 98,499 81,353 77,489 32,003 13,400 54,719 34,968 6,577 6,320 39,119 171,731 31 ,148 2,383,699 926,965 387,972 117,918 106,239 74,953 103,766 43,832 35,458 7,396 14,011 42,104 27,273 13,934 7,338 32,865 33,155 1,975,179 3,932 55,956 60,139 74,341 416,450 356,311 472,406 $416,450 66,948 4,702 168,933 500,000 113,668 51 ,413 52,855 17,837 116,750 3 32,302 2,624 1,336 1,274 20,618 4,885 3,856 2,126 3,477 2,401 369 254 1,874 -- 171,731 s 409,231 820,272 101,948 158,933 1,622,490 -0- -0- (14,576) 96,972 (35,000) 10,000 57,396 s -0- s -0- 3,932 171,731 115,742 -0- s 3,932 854,250 209,831 112,327 192 50,430 65,880 60,154 29,695 32,003 6,176 4,500 17,642 6,491 1,188 4,500 14,576 (96,972) s -0- 35,000 s -0- Year Ended March 31 1992 1991 s1,336,202 920 1,570 24,675 35,789 27,057 16,496 23,925 6,176 4,500 11 ,273 4,112 1,188 Subtotal WilliamW. Allen Fund s112,048 1,043 82 63,816 917,244 22,355 6,574 17,303 5,650 8,078 792 Michigan Aids Fund s64,458 s107,703 4,500 Corporate Giving Initiative Fund Totals (10,000) s -0- Short-tertn Investments: Short-term investments consist of commercial paper (maturities of less than 90 days) and money market funds that arc carried at fair market value, whi ch equals cost. Fzwnit1tre and Eq1tipment: Furniture and equipment are stated at estimated market value at date of receipt or at cost, if purchased. Depreciation is computed by the straight- line method over the estimated useful lives of t he assets. Cotttributed R ent: The Council leases office space at amounts less than estimated fair rental value. The difference between the estimated fair rental value of the office space and total occupancy costs is approximately $36,200 in 1992 ($25 ,400 in 1991 ) and is recognized as a contribution and occupancy expense in the accompanying financial statements . Reclassifications: Certain amounts reported in the 1991 financial statements have been reclassified to conform with the 1992 presentation. (57,396) s -0- s78,273 s NOTE B - Fund Purposes Unrestricted Funds of the Council are described as follows : General Operating Fund: To record revenues and expenses related to the administrative and service activities of the Council. Fztrniture a nd Eqttip'1nent Fund: To record the acquisitio n, depreciatio n and disposal of furniture and equipment. Restricted Funds of the Council are described as follows : Improving Philanthropy Fund: T o record revenues and expenses related to a project aimed at enhancing educational, volunteer and management opportu nities for the nonprofit sector. �STATEMENTS OF CASH FLOWS-UNR ESTRICTED FUNDS BALANCE SHEETS Council of Michigan Foundations, Inc. Council of Michigan Foundations, Inc. Year Ended March 31 1992 1991 OPERATING ACTIVITIES Excess of support ond revenues over (under) expenses Adjustments to reconcile excess of support and revenues over (under) expenses to net cosh provided by operating activities: Depreciation Changes in accounts payable Transfer from donor-restricted fund NET CASH PROVIDED BY OPERATING ACTIVITIES s (5,372) s 33,108 39,119 (3,538) 57,396 87,605 32,865 4,321 24,714 95,008 Unrestricted Funds Cosh Short-term investments s Furniture Equipment Less allowances for depreciation (81,200) 6,405 (51,589) 43,419 Cosh and short-term investments at beginning of year 228,582 185,163 CASH AND SHORT-TERM INVESTMENTS AT END OF YEAR s234,987 s228,582 I ) Denotes reduction in cosh ond short-term investments. See no tes to finonc iol statements. s Restricted Funds Cosh Short-term investments- Note C 234,987 234,987 2,676 225,906 228,582 67,379 228,147 295,526 133,975 161,551 49,103 191,700 240,803 121,333 119,470 396,538 s1,431,521 s1,431,521 Endowment Fund Investments TOTAL ASSETS • ALL FUNDS Community Foundation Projects: March 31 1991 ASSETS INVESTING ACTIVITIES Purchases of furniture and equipment INCREASE IN CASH AND SHORT-TERM INVESTMENTS 1992 s 348,052 s 10,000 1,481,802 s1,491,802 78,273 74,341 s1,906,332 s1,914,195 LIABILITIES AND FUND BALANCES Rockefeller Fund: To record a one year grant reflecting the revenues and expenses related to a national information exchange among communi ty foundatio ns interested in funding youth pro jects. Mott Community Fozmdatio11 Technical Assistance Fund: To record revenues and expenses related to providing tecluucal assistance to Michigan community foundati ons. The Council received a payment of $1 50,000 in 1992 representing a portion of the $3 50 ,000 grant provided by the Charles Stewart Mott Fo undation. The Council expects to receive an additional $200,000 during fiscal years 1994 and 1995. Kellogg Youth Project I: T o record the receipt and disbursement of grant monies related to the Michigan Community Foundation Youth Project I (Youth Project I ). The Youth Project I is aimed at encouraging youth development in local communities while strengthening community fo undatio n leadership and grantmak:ing capacity . The Council acts as administrator of the grant, with all grant monies received from the W.K. Kellogg Foundation bein g distributed to community foundation members under conditions defined by the grant agreement. The Council must return to the W.K. Kellogg Foundation any project funds which have not been expended by November 30, 1993. Kellogg Youth Project II: To record the receipt and dis bursement of grant monies related to the Michigan Community Foundation Youth Project II which is a continuation of the Yo uth Project I. Council received payments of $1 ,200,000 in 1992 and $300,000 in 1991 from the W.K. Kellogg Foundation. These payments represent a portion of the W.K Kellogg Foundation's $35,000,000 project under which the Council expects to receive an additional $4,000,000 during fiscal years 1993 through 1995 . Unrestricted Funds Accounts payable Fund balances: General operating Net investment in furniture and equipment s 2,405 s 232,582 161,551 394,133 5,943 222,639 119,470 342,109 396 538 s 589,500 579,500 68,505 194,016 s 961,350 s1,431 ,521 s1,491,802 Endowment Fund Fund balance s TOTAL LIABILITIES AND FUND BALANCES · ALL FUNDS s1,906,332 s 74,341 s1,914,195 Restricted Funds Deferred revenue - Note B: Kellogg Youth Project I Kellogg Youth Project II Michigan Aids Program Other deferred revenue s 78,273 348,052 301,118 135,553 93,781 Seenotestofinancio!stutements. Corporate Giving Initiative Fund: To record revenues and expenses related to encouraging the formation and expansion of Michigan corporate giving programs. Michigan AIDS Fund: To record revenues and expenses of a collaborative fimding grant program administered by the Council which is a vehicle for Council members to cooperatively fimd AIDS related projects in Michigan. The Endowment Fund of the Council is described as follows: William W. Allen Ftmd: To record reve nues and expenses directed toward furthering the understanding of private philanthropy in federal and state legislative and regulatory matters. Revenues are restricted contributions from the member foundations of the Council. This fund was established in honor of a former Council Board member who was also the first Government Relations Chairman. NOTE C- Short-term Investments A portion of short-term investments of the Kellogg Youth Project I ($400 ,000) was invested in commercial paper of Drexel Burnham Lambert, which subsequently filed for corporate reorga11ization under Chapter l l of the United States Bankruptcy Code. In 1992, the Council recognized a $171,73lloss based on the anticipated amount expected to be realized on tllis investment. The Council has designated an equivalent amount of unrestricted interest fro m the Kellogg Youth Projects to fund remaining grant obligations under tl1e Kellogg Youth Project I. NOTED- Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509 (a)( 1) and 170(b )( 1)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private fo undations . �Our Leadership Antony T. Sullivan Secretaty , Earhart Foundation Atm At·bor Alfred H . T aylor, J r . Chairman, The Kresge Foundation Troy William V. Weatherston Presid ent, Impact Group Fund - Com munity Foundation for Southeastern Michigan Director of Community Relations, Michigan Consolidated Gas Company Dea·oit Boar d of T r ustees & Offi cer s T he Council of Michigan Foundations' Board of T rustees met three times-in June and November, 199 1 and February, 1992. The CMF Board voted to establish the num ber of Trustees for 199 1-92 at 24, previously at 21 members. Fom new trustees, Ro bertS. Collier, Kate Pew Wolters, Peter P. Thurber, and James R. Jenkins were elected to fill tlu·ee-year terms. Donald R. Parfe t was elected to fill an unexpired two-year term. James M . Richmond ,,·as elected to fill an unexpired one-year term . Trustees serve on at least one of 2 3 working committees. Herman F. Gertz President, H erman & Irene Gertz Foundation Monroe Thomas W. Herbert Vice President & Treasurer, The Kresge Foundation Troy _ Miles Jaffe, Esq. Honigman, Miller, Schwartz & Cohn Dea·oit Advisory Cabinet Russell G . Mawby, Chair Chairman & CEO, W.K. Kellogg Fmm dation Bartle Creek Elizabeth H. Binda \Ice President & Trustee, Guido A . & Elizabeth H. Binda Foundation Bartle Creek M alcolm G. Dade, Jr. \Ice President, Detroit Edison Detroit _ athan B. D riggers President, H arder Foundation East Detroit ancy P . Feller _-\ssociate General Counsel & Director- Legal Counsel, Ford Foundation £ ~ew York Robert A. Fisher Preside nt & Tmstee, Frank S. & .\!ollie S. VanD ervoort Memorial Foundation Okemos Allan J . Fletcher \Ice President, Comerica Incorporated Grosse Pointe _ icholas M. Gabriel Compa·ol! er, Ford Foundation ~ew Yo r k Keith D. Jensen President, The Jensen Foun dation Ann Arbor Ted L. Johnson President Emeritus, T he Fremont Area Fo undation Fremont Howard D. Kalleward Trustee, Dorothy U . Dalton Foundation Kalamazoo James R. Kettler Vice President, The James A . Welch Foundation Flint Robert B. Miller Chairman, The Miller Fow1dation Battle Creek Carl F. Reitz Secretary & Trustee, Besser Foundation Alpena Robert A. Risselade Trustee, The Wege Folmdation Grand Rapids Robert D. Sparks President Emeritus, W.K. Kellogg Foundation Battle Creek Herbert F. Spieler Executive Director, The Jackson Community Foundation Jackson Peter M . Wege Vice Chairman, Steelcase Corporation T rustee, Steelcase Foundation President, The Wege Foundation Gran d Rapids William S. White Chairman, President & CEO , Charles Stewart Mott Foundation Flint Sally J. Yer ex Second Vice President, NBD Trust Company of Florida Florida l Administration Seven full-time employees and two half-time employees are responsible for the day-to-day operations of CMF and providing core services to its members. One full -time employee staffs tl1e Corporate Giving Initiative. Five additional employees (fo ur full-tim e and one part-time) are funded under the special communi ty foundation initiative. S taff Kathryn A . Agard Program D irectorConununity Foundation Project Pamela A. Bitzer Secretary/ Receptionist Timothy M . Breed* Editor, The Michigan Scene Judy M . Carl Staff Associate R. SueDodea Program Director-Corporate Giving Initiative �Jeri L. Fischer Staff Associate Joyce F. Hecht David M. & Joyce F. H echt Foundation Thomas N. Holmes Data Analyst Robert E. Hencey W.K. Kellogg Foundation Sandra G. Hussey Member Services Director Sandra G . Hussey Council of Michigan Foundations Dorothy A. Johnson President Steven M . Horn IBM Richard T. Karppinen * Financial Officer Gilbert Hudson Hudson-Webber Foundation James E. McHale Program AssociateCommunity Foundation Project James McKay NED Bank, N.A. Linda B. Patterson Administrative Director Linda B. Patterson Council of Michigan Foundations Donald F. Chamberlin, Sr. Gerald W. C hamberlin Foundation, Inc. Dorothy Reynolds Community Foundation of Greater Flint Christine Cusmano Federal-Mogul Corporation Charitable Trust G. Bridget Ryan Charles Stewart Mott Foundation Dave Czarnecki General Motors Foundation Kari Schlachtenhaufen The Skillman Foundation Esther G. Edwards Gordy Fmmdation Tamara S. Ylitalo Secretary-Community Foundation Project Clinton P. Schloop Manufacturers National Bank of Detroit Marvin A. Frenkel Meyer & Anna Prentis Family Foundation *Part-time employee Eileen C. Starks Midland Foundation Rosemary Ging Little Caesar Enterprises, Inc. Elizabeth Sullivan The Kresge Foundation Jean Gregory The Skillman Foundation Stephen E. Upton FrederickS. Upton Foundation Karla Hall Ameritech Publishing, Inc. Freddye Webb-Pette W.K. Kellogg Foundation Frank T. Judge, Jr. Ford Motor Company Gail Powers-Schaub* Librarian-Community Foundation Project Judith A. Steudle Executive SecretaryCommunity Foundation Project 1991-92 (The Chair and President serve as ex-officio members of all CMF committees.) Annual Confe ren ce Host : Annual Conference Prog ram : plans programs for annual conference plans and provides for special hospitality services for armual conference attendees 19th Annual Conference Program Committee 19th Annual Conference Host Committee James M. Richmond, Chair Frey Foundation Kay W. Hunt, Co-Chair Detroit Edison Kathryn A. Agard Council of Michigan Foundations Gerald K Smith, Co-Chair W.K. Kellogg Foundation C. David Campbell Community Foundation for Southeastern Michigan Ludger A. Beauvais Edward C. & Hazel L. Stephenson Foundation Ann DeBoer Dow Corning Foundation R. Sue Dodea Council of Michigan Foundations Amy Berke Detroit Neurosurgical Foundation Mary E . Bradish Michigan Consolidated Gas Company Marion Cartwright McGregor Fund Susan L. Kelly Dayton-Hudson Department Store Company Dia1me IGmber Michigan National Banlc Glenn F. Kossick Metro Healtl1 Foundation Kenneth E. Konop Miller, Canfield , Paddock & Stone Karen L. Leppanen Commmtity Foundation for Southeastern Michigan Richard Levey The Shiffman Foundation Sharon Maye NED Banlc, N.A. Cathy Mozham Blue Cross Blue Shield of Michigan �Mary Mullally Michigan Bell Telephone Company Lorraine Needham Gannett Foundation Lorraine Oberzut UNISYS Community Foundation : develops policy and guides the implementation of programs in support of community foundation members. Five subcommittees include: ~ Community Fo~mdation Reseauh and Compute1' Subcommittee Community Foundation Youth Project Adviso ry: develops policy, guides the implementation and recommends approval of challenge grant awards for the W.K. Kellogg Foundation-sponsored youth chal lenge grant. One subconunittee exists: Marleis Parenti The Kresge Foundation ~ ~ W. Calvin Patterson III McGregor Fund Community Foun dation Marketing and Public R elations Subcommittee ~ Bernard V. Quinlan ANR Pipeline Company Community Foundation Sen,ices Subcommittee Community Foundation Youth Project Advisory Committee ~ Community Foundation Tax Credit and R esources Subcommittee Duane L. Tarnacki Clark, Klei n & Beaumont ~ Community Foundation Youth Leadership Conference Subcommittee Conununity Foundation Committee Mariam C. Noland, Chair Community Foundation _ for Southeastern Michigan Audit: supervises annual audit process Audit Committee Patricia B. Johnson, Chair Muskegon County Community Foundation Community Foundation Youth Project Evaluation Subcommittee. John E . Marshall III, Chair The Kresge Foundation Diana V. Rodriguez Algra Michigan Community Service Commission Elizabeth H. Binda Guido A. & Elizabeth H. Binda Foundation G. Darrin Carde Grand Rapids Public Schools Kathryn A. Agard Council of Michigan Fotmdations Tiffany Clark Wayne State U niversity Michigan Campus Compact Peter J. Christ The Battle Creek Commtmity Foundation David M .G. Huntington Milwaukee Foundation John E. Hopkins Kalamazoo Foundati on Timothy Jacobs Bay Area Comm unity Foundation Youth Committee Patricia B. Johnson Muskegon County Community Foundation Dorothy M. Reynolds Community Foundation of Greater Flint Diana R. Sieger The Grand Rapids Foundation Charles A. Johnson Lilly Endowment Inc. Patricia B. Johnson Muskegon County Community Foundation Diana R. Sieger The Grand Rapids Foundation Jeri L. Fischer Council of Michigan Foundations Corporate Giving: James R. Jenkins Dow Corning Corporation stimulates interest in corporate philanthropy and giving Howard D. Kalleward Dorothy U. Dalton Foundation Corporate Giving Committee Richard T . Karppinen Calvin College Donald A. Lindow, Chair NED Bank, N .A. Richard K. Rappleye Charles Stewart Mott Foundation Leo J. Brennan, Jr. Ford Motor Company Fund Mary Caroline (Twink) Frey Nokom is Foundation R. Sue Dodea Co uncil of Michigan Foundations �Herbert H. Dow T he H erbert H. & Grace A. Dow Foundation Herbert H. Dow The H erbert H. & Grace A. Dow Foundation Stephen T. Economy Michigan Bell Tel ephone Company Willard J. Hertz Charles Stewart Mott Foundation Lynn A. Feldhouse Chrysler Corporation Fund Gilbert Hudson Hudson-Webber Foundation W. Calvin Patterson III M cGregor Fund KayW. Hw1t Detroit Edison Company Stephen E. Upton Whirlpool Foundation Ted L. Johnson Th e Fremont Area Foundation William V. Weatherston Michigan Consolidated Gas Company Joel J. Orosz W.K. Kellogg Foundation Peter M. Wege Steelcase Corporation/Steelcase Fmmdation Detroit Area Grantmaleers: plans topical meetings for Detroit area grantmakers Detroit Area Grantmakers Program Committee Glenn F. Kossick, Chair Metro Health Foundation Kay Hunt, Vice Chair Detroit Edison Amy Berke Detroit Neurosurgical Foundation Mary E. Bradish Michigan Consolidated Gas Company Donald F. Chamberlin, Sr. Gerald W. C han1berlin Foundation, Inc. R. Sue Dodea Council of Michigan Foundations Danforth E. Holley Earl-Beth FoLmdation Gilbert Hudson Hudson-Webber Foundation Sandra G. Hussey Council of Michigan Foundations Government Relations: responsible for communications and relations wid1 elected and appointed governm ent officials , and od1er pertinen t organizations; recommends policy positions on issues affecting grantmakers and grantees W. Calvin Patterson III McGregor Fund Government Relations Committee Margaret A. (Ranny) Riecker Har1y A. & Margaret D. Towsley Foundatio n Margaret A. (Ranny) Riecker, Chair Harry A. & Margaret D. Towsley Foundation Leonard W. Smith The Skillman Foundation Laura A. Davis W.K. Kellogg Foundation WilliamS. White Charles Stewart Mott Found ation Stephen T. Economy Michi gan Bell Telephone Company Willard J. Hertz Charles Stewart Mott FoLmdation John E. Hopkins Kalamazoo Foundation David B. Kennedy Earhart Foundation James R. Kettler T he James A. Welch Foundation Lisa R. Wyatt Knowlton The Batd e Creek Community Foundation E.B. (Ted) Morley, Jr. Morley Brothers Foundation Duane L. Tarnacki Clark, Klein & Beaumont Increasing Philanthropy: implements CMF efforts to increase grantma.king resources du·oughout the state Increasing Philanthropy Committee Frank T. Judge, Jr. Ford Motor Company Improving Philanthropy: Richard Levey The Shiffman Foundation coordinates CMF efforts for the Improving Philanthropy Program W. Calvin Patterson III McGregor Fund Improving Philanthropy Committee John Ziraldo The Skillman Foundation Linda B. Patterson Council of Michigan Foundations Russell G. Mawby, Chair W.K. Kellogg Foundation Russell G. Mawby, Chair W.K. Kellogg Foundation Robert S. Collier Rotary Charities of Traverse City Herbert H. Dow H erbert H. & Grace A. Dow Foundation Mary Caroline (Twink) Frey Nokomis Foundation �Gilbert Hudson Hudson-Webber Foundation Lynn A. Feldhouse Chtysler Corporation Fund Robert B. Miller The Miller Foundation Marvin A. Frenkel The Meyer & Anna Prentis Family Foundation, Inc. Thomas B. Murphy T.B. Murphy Foundation Charitable Trust Joyce F. Hecht David M. & Joyce F. Hecht Foundation Margaret A. (Ranny) Riecker Harry A. & Margaret D. Towsley Foundation John W. Porter C harles Stewart Mott Foundation Leonard W. Smith The Skillman Foundation Duane L. Tarnacki Clark, Klein & Beaumont Robert A. Sajdak Manufacturers National Bank of Detroit Investment: Peter M. Wege The Wege Foundation provides general financial management LloydJ. Yeo Wickson-Link Memorial Foundation Investment Committee Information Systems: disseminates information about Michigan foundations and corporate giving programs, and coordinates internal communication efforts Information Systems Committee W. Calvin Patterson III, Chair McGregor Fund Lucy R. Allen Saginaw Community Foundation Robert S. Collier Rotary Charities of Traverse City Jeri L. Fischer Council of Michigan Foundations Barbara J. Getz The Kresge Foundation Leonard W. Smith, Chair The Skillman Foundation Jeri L. Fischer Council of Michigan Foundations Nicholas M. Gabriel Ford Foundation Patricia B. Johnson Muskegon County Com munity Foundation RichardT. Karppinen Calvin College Donald A. Lindow NED Bank, N.A. Linda B. Patterson Council of Michigan Foundations Richard K Rappleye Charles Stewart Mott Foundation Peter P. Thurber David M. Whimey Fund Sharron Krieger Whirlpool Foundation Karen E. Lake W.K. Kellogg Foundation Linda B. Patterson Council of Michigan Foundations Judy Y. Samelson Charles Stewart Matt Foundation Ronald E. Weger W .B. & Candace Thoman Foundation Membership Services: eva! nates existing CMF services and develops new programs Membership Services Committee Robert E. Hencey, Chair W.K. Kellogg Foundation Amy Berke Deu·oit Neurosurgical Foundation Russell Gabier Irving S. Gilmore Foundation Dave Gardiner Kalamazoo Foundation Sandra G. Hussey Council of Michigan Foundations Patricia B. Johnson Muskegon County Community Foundation James R. Kettler The James A. Welch Foundation Heidi L. Gilmore Frey Foundation Glenn F. Kossick Metro Health Foundation John S. Snyder Comerica Incorporated - Deu·oit Membership: plans CMF recruiting efforts and advises on policy regarding eligibility Membership Committee Gilbert Hudson, Chair Hudson-Webber Foundation Amy Berke Detroit Neurosurgical Foundation JudyM. Carl Council of Michigan Foundations Nathan B. Driggers Harder Foundation Glenn F. Kossick Metro Health Foundation Toni Laidlaw Helen Laidlaw Foundation Frances A. Hanson Moore Winship Memorial Scholarship Foundation Cathy Mozham Blue Cross Blue Shield of Michigan W. Calvin Patterson III McGregor Fund Debbie Price Kellogg Company Therese M. Thorn NBD Bank, N.A. �Ronald E. Weger W.B. & Candace Thoman Foundation C. Christopher Warfel The Grand Rapids Foundation John Ziraldo The Skillman Foundation M ichig an AIDS Fund: responds to CMF members' interests in the area of AJDS, participates in fund-raising activities to support the program, evaluates proposals, and monitors grantee project development Nom i na t ing : reviews slate of officers a nd recommend s Board ca ndid a tes Nominating Committee Herbert H. Dow, Chair The Herbert H. & Grace A. Dow Foundation Donald A. Lindow NBD Bank, N.A. Mariam C. Noland Community Foundation for Southeastern Michigan Michigan AIDS Fw1d Committee W. Calvin Patterson III McGregor Fund Barbara J. Getz, Chair The Kresge Foundation Leonard W. Smith The Skillman Foundation Thomas A. Bruce W.K. Kellogg Foundation Stephen E. Upton Whirlpool Foundation Frederick Bryant Health Education Foundation RobertS. Collier Rotary Charities of Traverse City William E. Emery Whirlpool Foundation Beth Goebel Dyer-Ives Foundation A. James Heynen The Greystone Group Glenn F. Kossick Metro Health Foundation Marvin McKitmey Charles Stewart Matt Foundation Mark A. Miller Michigan Department of Mental Health Linda B. Patterson Council of Michigan Foundations W. Calvin Patterson III McGregor Fund Ira Strwnwasser Michigan Health Care Education & Research Foundation Public I ssues: meets at the request of the Board to address questions raised by members and considers general issues relating to philanthropy Public Issues Committee Willard J. Hertz, Chair Charles Stewart Matt Foundation Leo J. Brennan, Jr. Ford Motor Company Fund C. David Campbell Community Foundation for Southeastern Michigan Keith D. Jensen The Jensen Foundation W. Calvin Patterson III McGregor Fund Leonard W. Smith The Skillman Foundation Robert D. Sparks W.K. Kellogg Foundation Ira Strwnwasser Michigan Health Care Education & Research Fatmdation �Our Membership Buchanan Buchanan Area Foundation Council of Michigan Foundations' Members Cadillac Cadillac Area Community Foundation Kysar Industrial Corporation Foundation Caro Claude D. & Etta H . Andrews Foundation William A. & Ruth Janks Foundation Cass City Pinney Foundation (As of Jun e, 1992 ) Addison Knight Family C haritable & Educational Foundation Adrian Orville D. & Ruth A. Merillat Foundation Allen H. Meyers Foundation Cassopolis Edward Lowe Foundation Chelsea Civic Foundation of Chelsea Colon Colon Foundation Albion Albion Civic Foundation Alpena Besser Foundation* Northeast Michigan Community Foundation* Ann Arbor Ann Arbor Area Foundation Domino's Foundation Earhart Foundation The J.F. Ervin Foundation* The Jensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation The Pryor Foundation Society Bank Harry A. & Margaret D. Towsley Foundation* Battle Creek The Battle Creek Community FOLmdation * Guido A. & Elizabeth H. Binda Foundation* Charles & Jessie Brackett M emorial Scholarship Fund W.K. Kellogg Foundation* Kellogg Company Kellogg Company 25-Year Employees' Fund, Inc. McCurdy Scholarship Foundation, Inc. The Miller Foundation* Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund Bay City Bay Area Community Foundation Kantzler Foundation Benton Harbor Whirlpool Foundation* Dickinson, Wright, Moon, Van Dusen & Freeman Earl-Beth Foundation* Gle1m D . Curtis Edmore Trust H.T. Ewald Foundation Federal-Mogul Corporation Charitable Trust* George R. & Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund* Garu1ett Fow1dation General Motors Foundation Gordy FDLmdation, Inc. The Gornick Fund Harder Foundation Harris Foundation Myrtle E. & William G. Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lynelle Holden Fund Hudson-Webber Foundation IBM Detroit Metropolitan Area AT&T Allied-Signal, Inc. ANR Pipeline Company Americana Fotmdation Ameritech Publishing, Inc.* The Charles Shirley Avery Foundation Bauervic-Paisley Foundation Joseph E. Beauchamp Trust Blue Cross Blue Shield of Michigan The Borman's, Inc. Fund The William & Marie Carls Fotmdation Clarence & Grace Chamberlin FOLmdation Gerald W . Chamberlin Foundation Inc Cluysler Corporation Fund* ' . Comerica Incorporated Community Foundation for Southeastern Michigan* The Raymond M. & Jane E . Cracchiolo Foundation Dayton-Hudson Department Store Company* Detroit Edison Foundation Detroit Neurosurgical Foundation* T he Charles DeVIieg Foundation Jewish Community Foundation Kowalski Sausage Charitable Trust The Kresge Foundation The Larson Family Fund Little Caesar Enterp rises, Inc. The Lyon Foundation, Inc. Alex & M arie Manoogian Foundation Manufacrurers National Banlc of Detroit Masco Corporation Charitable Trust McGregor Fund* B.D. & Jane E. Mcintyre Foundation C .S. & Marion F. Mcintyre Foundation W.D. & Prudence A. Mcintyre Foundation Metro Health Foundation* Michigan Bell Telephone Company* Michigan Consolidated Gas Company Michigan Educational Employees Mutual Insurance Company Michigan Health Care Education & Research Foundation Louise Tu.ller Miller Trust T.B. Murphy Foundation C haritable Trust* NBD Bank, N.A.* Ernest L. Nicolay Foundation Oscar P. & Louis H. Osthelder Charitable Fow1dation William & Mary Pagel Trust William Lyon Phelps Foundation �Our Membership Continued . .. The Pistons-Palace Foundation The Herbert & Elsa Panting Foundation The Meyer & Anna Prentis Family Foundation, Inc. H arold & Carolyn Robison Foundation Sage Foundation The Karia Scherer Foundation Schwartz Family Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation* Edward C. & Hazel L. Stephenson Fou ndation Keith W. Tantlinger Foundation The Taubman Foundation Mary Thompson Foundation The Trico Foundation UNISYS Wetsman Foundation David M. Whitney Fund* Matilda R. Wilson Fund Isadore & Beryl Winkelman Foundation East Jordan Malpass Foundation Eaton Rapids Community Heritage Foundation of Eaton Rapids Escanaba Community FOlmdation for Delta County Flint Viola E. Bray Charitable Trust* Citizens Commerical & Savings Bank Community Foundation of Greater Flint Charles Stewart Harding Foundation* Hougen Foundation* Charles Stewart Mott Foundation* Ruth Mott Fund NED Genesee Bank The James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation* The Gerber Companies Foundation Grand Haven Erickson Foundation* Grand Haven Area Community Foundation* JSJ Foundation The Paul A. Johnson Foundation Lee Foundation The Lou tit Foundation Samuel L. Westerman Foundation Wigginton Educational Foundation Hartland Heartland Foundation Hillsdale Hillsdale County Community Foundation Holland Holland Community Foundation The Lexo Charitable Trust Prince Foundation Grand Rapids Area American Seating Co mpany Amerikam Autocam Corporation BDO Seidman-Grand Rapids Baldwin Foundation Benteler Industries, Inc. Max D. & Constance M. Boersma Charitable Trust* Cook Charitable Foundation D&W Food Centers, Inc. Richard M. & Helen DeVos Foundation* L.M. Dexter Charitable Trust Dexter Indusa·ies Charitable Trust Dyer-Ives Foundation* Ernst & Young First Michigan Bank-Grand Rapids Frey Foundation* Gordon Christian Foundation Grand Bank The Grand Rapids Foundation* Guardsman Products, Inc. David M. & Joyce F. Hecht Foundation Robert L. & Judith S. Hooker Foundation* The MinorS. & Maty Ann Keeler Fund Sam & Jane Kravitz Foundation Lacks Enterprises, Inc. Loosemore Foundation Michigan National Bank Nokomis Foundation Old Kent Bank & Trust Company The Sebastian Foundation William & Sarah Seidman Foundation Steelcase Foundation Vogt Foundation The Wege Foundation* Witrnark, Inc. Wren Foundation Greenville Greenville Area Foundation Harbor Springs George M. & Mabel H. Slocum Foundation Jackson Samuel Higby Camp Foundation Consumers Power Company Hurst Foundation The Jackson Community Fow1dation* Simpson FOtmdation* Kalamazoo T he Acme Foundation Dorotl1y U. Dalton Foundation Mignon Sherwood DeLano Foundation Fetzer Institute First of America-Michigan Irvi ng S. Gilmore Foundation, Inc.* Havirmill Foundation Kalamazoo Foundation* McColl- Batts Foundation Monroe-Brown Foundation The Power Foundation A.M. Todd Company Foundation The Upjohn Company* Harold & Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Area An1y Foundation Capital Region Community Foundation Delta Dental Fund Granger Foundation Greater Lansing Foundation Health Education Foundation* W.B. & Candace Thoman Foundation John & Elizabeth Whiteley Foundation �Ludington Donald B. Birt:wistle Foundation Ludington Area Foundation Petoskey Petoskey-Harbor Springs Area Com munity Foundation Manistee Manistee County Foundation Pontiac Detroit Lions, Inc. Marshall Marshall Civic Foundation Port Huron Community Foundation of St. Clair County Marquette The Marquette Community Foundation Rochester Greater Rochester Area Community Foundation Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank & Trust Company The Herbert D. & Junia Doan Foundation The Dow Chemical Company Foundation* Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation* The Herbert H. & Grace A. Dow Foundation* The Rollin M. Gerstacker Foundation Midland Foundation Midland Cogeneration Venture Elsa U. Pardee Fow1dation Charles J. Strosacker Foundation Rockford Wolverine World Wide Foundation Muskegon GTE Telephone Operations-Michigan Kaufman Foundation Muskegon County Community Foundation Amos Nordman Foundation Charitable Trust SPX Foundation Scott Paper Company Foundation Niles Edward & Irma Hunter Foundation St. Denys Foundation Northport Leelanau Township Foundation, Inc. Okemos Talbert & Leota Abrams Foundation* Michigan Women's Foundation FrankS. & Mollie S. VanDervoort Memorial Foundation Owosso Cook Family Foundation Shiawassee Foundation Tawas City Helen Laidlaw Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Rotary Charities of Traverse City* Zeeland Batts Foundation Herman Miller, Inc. Zeeland Community Foundation California Mervyn's Florida Mukti Fund May Mitchell Royal Foundation Massachusetts The Iacocca Foundation New York Ford Foundation Monroe Community Foundation of Monroe County Herman & Irene Gertz Foundation* La-Z- Boy Chair Foundation* Monroe Auto Equipment Foundation Trust Mt. Pleasant Mt. Pleasant Area Community Foundation, Inc. Suttons Bay Charles M. Bauen,ic Foundation Romeo Four Cmmty Foundation St. Joseph Berrien Commmlity Foundation, Inc. Peoples State Bank The Tiscornia Foundation, Inc. FrederickS . Upton Foundation* Saginaw Arnold & Gertrude Boutell Memorial Fund* C.K. Eddy Family Memorial Fund* Michael Jeffers Memorial Fund* Lurie-Polasky Foundation* Francis Mills Foundation* Morley Brothers Foundation* Saginaw Community Foundation Second National Bank John W. & Rose E . Watson Scholarship Foundation Wickson- Link Memorial Foundation The Wolohan Family Foundation Shelby Township These Colors Don't Run Foundation, Inc. South Haven Citizens Trust & Savings Bank* In 1990-91 , 59 members contributed additional support for special projects to CMF as well as their regular membership fees. Clark, Klein & Beaumont, Detroit provides legal sen,ices. Graphic Design : Tracy Sodini, The WBDC Group Written by: Judy M. Carl �Our Publications Survey of Michigan Foundation Philanthropy Community The Value of Giving Periodicals Memo to Members What Does the Council of Michigan Foundations Offer Individuals & Nonprofit Orgaizations? Community Foundation Memo to Members Private Foundations Corporate Giving Initiative Newsletter [_ How to Make Estimated Tax Payments Required by the Tax Reform Act of 1986 __ Interest A View from the Other Side Education in Michigan Education in Philanthropy and Volunteerism: National and State Trends and Opportw1ities for Michigan Private Foundations and the Problem of "Tipping" - A Description of Practical Suggestions for Grantmaking Fanilly Foundation Fundamentals: Key Legal, Tax and Accounting Tips to Help Enhance The Operation of Your Foundation Resources for Family Foundations When the IRS Audits Your Foundation Caring for Donors and Their Advisors Community Foundation Energy Initiative Final Report, September, 1990 Community Foundations: Maximizing Their Potential to Benefit Charity and Donors Community Foundation Scholarship Program Guidelines for Membership Clubs, Corporations and Associations The FUNDan1entals of Community Foundation Finances Gifting Techniques for Closely Held Businesses and Their Owners How to Help Your Community Foundation Develop an Effective Strategic Plan Education in Philanthropy and Volunteerism: Report to Michigan Funders Investment Management: Who Handles the Money? Establishing a Charitable Foundation in Michigan, Second Edition Corporate Establishing and Administering a Scholarship Foundation Effective Corporate Philanthropy Finding Work with Grantmakers The Key Investment Decision - Asset Allocation Grantmaking for Results Asset Development Balancing Long-Term Endowment Building and High Visibility Projects The Michigan Scene General __ Foundations Michigan's Community Foundations: The Common Characteristics Raising Dollars for Community Foundations through Modern Marketing Techniques Relating to Donor Fanillies The Grantmaking Process: Setting Priorities, Assessing, Evaluating Information for Seeking Fmmdation and Corporate Grants Keynote Michigan Corporate Matching Gift Manual, Second Edition Organizing a Corporate Giving Progran1 The Tax Credit that Builds Michigan Communities Why Youth? Why Community Foundations? Issuses Facing the 90s Outlook for the 90's The Michigan Foundation Directory _-onprofit Funding Campaigns in Michigan PRI Loans & Reco>erable Grants - -- -- - - - - - - -- - ' � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1991_AR_1991-1992 Title A name given to the resource Council of Michigan Foundations Annual Report 1991-1992 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1991-1992. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49895 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1991/1992 https://digitalcollections.library.gvsu.edu/files/original/6c1ad5190049caa7658b790f2d6d7a7e.pdf 75dcc3a0b88fe3536d18961a61c01116 PDF Text Text Council of Michigan Foundations 1992-93 Annual Report A look at the moves we've made �Highlights of the programs, activities, and services provided by the Council of Michigan Foundations, 1992-1993, are presented on the following pages and are arranged by the Purposes of the Council. A complete list of the fiscal year's activities may be obtained by contacting the CMF office. The Council of Michigan Foundations is an association of foundations and corporations making grants for charitable purposes. CMF assists members to enhance, to improve, and to increase philanthropy in Michigan. �Michigan Foundations he Council of Michigan Foundations (CMF) is a nonprofit association of 312 Michigan grantmakers, including 183 private foundations, 43 community foundations, 80 corporate foundations and giving programs, and 6 public charities. CMF began in 1973 and was incorporated in 1975 to improve and increase philanthropy in Michigan. Other constituencies are served as they relate to CMF's purposes and include all other Michigan foundations and corporate grantmakers, national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 35 other regional associations throughout the country. T Our Purposes To provide the means for regular exchange of ideas, experiences, information and expertise among Michigan grantmakers. To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. To increase private and community foundation and corporate grantmaking resources in the State of Michigan. To increase the efficiency and effectiveness of Michigan's philanthropic network. To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. �Leonard W Smith , Chair and Dorothy A. Johnson, President �Message to CMF Members wo decades have passed since the Council of Michigan Foundations began providing services to Michigan grantmakers. In the twenty years following its founding in 1973, many changes, challenges, and successes have been experienced. CMF has seen steady growth in membership, influence, grantmaker involvement, and most importantly, services. As we celebrate our past accomplishments and renew our commitment to the needs and concerns of a diverse community of grantmakers, we take pride in the measures of our success. T • Membership has grown 940% (from 30 members in 1973 to 312 members); • Participation at educational offerings has increased, with attendance at the 20th annual conference reaching a high of 790 grantmakers; • Last year, CMF members had the opportunity to network with their colleagues at a total of 55 educational events; • CMF Members are leaders in their field, retaining 93% of total Michigan grantmaking assets; • The CMF library holds over 2,500 monographs and 110 serial publications, and has become the largest Michigan depository of information on philanthropic and nonprofit issues and organizations; • 24 Trustees, 27 Advisory Cabinet Members, and over 300 individuals volunteer their time and energy in governing CMF activity. CMF' s sustained contribution to Michigan's philanthropy through collaborative ventures is another measure of success. • 1986- 1988: State of Michigan/ Community Foundation Energy Initiative • 1989- present: State of Michigan/ Community Foundation Tax Credit • 1989- present: Assistance provided in establishing the Michigan Nonprofit Forum and continued co-sponsorship of the MNF Grantmaker I Grantseeker Conference series • 1989 - present: Michigan Campus Compact formed and supported; and • 1990- present: Michigan AIDS Fund formed and administered. We believe these statistics and programs are important, and we take pride in acknowledging them. In celebration of CMF's 20th anniversary, a look at milestones is provided throughout the pages of this annual report. It is exciting to face the opportunities of the future. Using past years as an indicator, the welcomed increase in grantmaker participation will be met with new and innovative programming, expanded resources and communication vehicles, and increased training and support systems. We are confident CMF will realize even greater success as new partnerships are developed in fulfillment of our task to enhance, increase and improve Michigan's institutions of giving. - ~~ c.·~4>Lr Leonard W. Smith Dorothy A. johnson Chair President -- 1 3 �To provide the means for regular exchange of ideas, experiences, and expertise among Michigan grantmakers • CMF' s 20th Annual Conference was Michigan's largest gathering of grantmakers-over 790 individuals attended • Four "Spring Schools" for private, community and corporate giving program staff and trustees provided more than 140 participants with valuable information and networking opportunities • The CMF Board of Trustees met with over 175 Northern Michigan Members during the "Regional Members Meeting" • Over 40 CMF publications have been produced on topics ranging from asset development to youth volunteerism he CMF Annual Conference, workshops, seminars and retreats offer Members information on trends and changes in the foundation community, valuable insight into programming opportunities, and access to a strong and far-reaching peer network. In November, 1992, the CMF 20th Annual Conference "Michigan Philanthropy: Past Achievements .. .Future Challenges" provided over 790 participants an opportunity to attend 37 informative sessions. Keynote speakers for the Battle Creek gathering included David Rockefeller, John Gardner, and Gloria Steinem. The Conference was also the site for CMF's anniversary gala celebration. Conference participants received complimentary copies of Michigan Key Indicators and How Michigan Foundations and Corporations Are Making a Difference, designed to share information on successful grantmaking projects and to provide a look into the future of philanthropy. CMF's "Spring Schools," initiated in 1983, continue to remain an important programming component today. Over 140 individuals were attracted to this year's series of four events, which offered programs on planned giving, community foundation management, financial basics, and corporate giving. T Customary exchanges of information between sessions during the annual conference is always a "plus." CMF Membership 350 ... 300 ..c 250 -... 200 Ul 312 Q) E Q) :: 230 0 CMF Membership has grown steadily since the organization was formed in 1973. Q) ..c E ::I z 165 150 102 100 50 30 0 1973 1978 1983 Year 4 1988 1993 �In June, officers, trustees, and staff of CMF Member organizations from Northern Michigan were invited to meet with the CMF Board of Trustees at a "Regional Members Meeting." This meeting is held in a different city each year, allowing Members an opportunity to meet the CMF Board and to share their needs and concerns. In Traverse City over 170 individuals attended this year's evening event which was structured to allow attendees time to meet peers and enjoy a presentation at the Milliken Auditorium. On an average, 145 requests for information are received in the CMF office each week. Staff continually revise, update, catalogue and expand resources to ensure that current and prospective Members receive correct and timely information in answer to questions and concerns. 1986-1992 Annual Conference Registration/ Attendance To increase the efficiency and effectiveness of Michigan's philanthropic network (In addition to core activities which fulfill this Purpose, CMF also maintains a special project-the Michigan AIDS Fund.) • CMF membership increased to 312 with 27 grantmakers joining during the year • Realizing the value of networking as a catalyst to solve community problems, CMF served as facilitator for a "Greater Grand Rapids Donors Forum" meeting attended by over 50 individuals • Detroit-based CMF Members were offered nine "Detroit Area Grantmaker" programs • The Fourth Annual Nonprofit Funding Campaign report was released • CMF co-sponsored the seminar, "Nonprofits and the Michigan Political Landscape" 5 �e MF acts as a catalyst and changemaker for philanthropy in the State of Michigan by facilitating meetings and seminars that promote the exchange of ideas and information among grantmakers. Regional grantmaker meetings in the Detroit, Grand Rapids and Kalamazoo areas have been established and offer a wide array of geographic-specific topics. CMF remains receptive to grantmakers wishing to form similar groups in other areas of the State. On March 19, 1993, CMF and the Michigan Nonprofit Forum co-sponsored a luncheon seminar, "Nonprofits and the Michigan Political Landscape/' attended by over 60 individuals, which offered them an opportunity to hear how people and issues in Lansing would affect their organization. In order to gain a better understanding of the fund-raising activity within the State, CMF began surveying Michigan's nonprofit community in 1989, and since that time has annually prepared the Nonprofit Funding Campaigns report. The fourth annual report was released in April1993, sharing information on 75 campaigns underway. This survey demonstrates CMFs unique cooperation between grantmakers and grantseekers in Michigan. Michigan AIDS Fund component • The CMF-administered Michigan AIDS Fund was supported by 27 CMFMembers • $417,500 was awarded during the year to 21 AIDS-related communitybased organizations • A statewide conference for nonprofits working in AIDS-related areas was presented • Approximately 750 hours of technical assistance was provided to 70 AIDS-related community-based organizations Leanza Cornett, who holds the "Miss America" title, and Martin Taylor, President, Detroit Edison Foundation during the Detroit press conference where Ms . Cornett spoke on AIDS issues. • A peer review and assistance program was developed • A press conference with Leanza Cornett ("Miss America") was held January 8, 1993 in Detroit-. Ms. Cornett spoke on AIDS issues. hen approached in 1990 by Members interested in addressing the AIDS epidemic, the CMF Board saw the value of establishing a cooperative funding vehicle. An outside consultant was engaged to coordinate the program overseen by a 13-member CMF Michigan AIDS Fund Committee. W 6 �To inform the public of the important and irreplaceable contributions of Michigan's grantmaking institutions to the State and to the larger society • CMF Members received six Memo to Members and four issues of The Michigan Scene • Implementation of the new CMF "Newsclipping Service" resulted in 222 Members receiving 4,818 news clips during the first nine months • Four new publications were distributed: -Media Matters (released to Members only) - Resources for Family Foundations - What does the Council of Michigan Foundations offer individuals and nonprofit organizations? - CMF Publications • Two 20th anniversary celebration publications were released: -How Michigan Foundations and Corporate Giving Programs Are Making a Difference -Michigan Key Indicators • The third update to Establishing a Charitable Foundation in Michigan was published and distributed to purchasers A new version of The Michigan Scene appeared during fiscal year 1992-93, reaching out to funders, nonprofits, legislators, and concerned members of the public. • The Michigan Foundation Directory, eighth edition, was published, and two booklets excerpted-Information for Seeking Foundation and Corporate Grants and Survey of Michigan Foundation Philanthropy • Finding Work with Grantmakers brochure was revised and made available to the public • Support of the Michigan Nonprofit Forum and Michigan Campus Compact continued, with CMF co-sponsoring MNF' s Fourth Annual Grantmaker I Grantseeker Conference: "Living our Missions: Serving Our Public's Needs" • An estimated 8,300 individuals receive information on CMF programs and philanthropic issues ·I nformation exchange is vital to the continued growth of philanthropy, and by working to inform society of the contributions made by Michigan grantmakers, CMF is helping to ensure philanthropy's well-being. Getting the word out about the good deeds of Michigan's grantmakers benefits philanthropy in a number of ways, including: Two complimentary publications were distributed to Members in celebration of CMF's 20th Anniversary. -calling attention to philanthropy as a complement to other sectors of American society; -providing lawmakers with valuable information on which to base their decision-making; -assisting foundation-supported organizations to broaden their base of support; -clarifying foundation objectives and procedures, thereby helping applicants more wisely choose among foundations approached; and -informing other grantmakers of successful work in the hope that replicated efforts will be carried out more widely, as well as rallies additional project support. 7 �Members volunteered to meet with Michigan Congressmen and Senators to share information on grantmaking programs and concerns. To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government • CMF convened its third "Legislative Seminar" for Michigan legislators and aides March 10, 1993 at the Library of Michigan in Lansing • Thirteen CMF Members and staff met in Washington, D.C. with two Michigan Senators, 16 Congressmen and their aides to inform them of philanthropic programs and grantmaker concerns • CMF actively pursued the "Legislative Goal Statement" e Legislative Seminar in Lansing. 8 MF's involvement in enhancing policymaker's understanding of foundation philanthropy has brought about positive legislative changes in laws and regulations, such as receiving full deductibility for gifts of appreciated property, removal of a cap on itemized deductions, and extension of the State of Michigan Community Foundation Tax Credit. CMF continues to actively pursue support for other issues as directed by the Member-established "Legislative Goal Statement." CMF representatives met with legislators in Washington on February 3, 1993 to share information on foundations and corporate giving programs and to discuss legislative issues of interest to Michigan grantmakers. Congressmen were updated on bills which were in the House and Senate at that time, including legislation for the Common Fund to permit the establishment of a tax-exempt common investment fund for community and private foundations . The delegation also addressed upcoming legislation to permit community foundations to �maintain pooled income funds where the donor designates which charity will be the ongoing beneficiary after the donor's death. In Lansing, CMF sponsored its third "Legislative Seminar" March 10, 1993, which attracted over 150 legislators and aides. A panel of four CMF Members shared information on Michigan's grantmaking institutions, and each participant received a complimentary copy of The Michigan Foundation Directory. Funding for the seminar is made possible through the W.W. Allen Endowment Fund. Participants at CMF's first "Family Foundation Seminar." To increase private, community, and corporate grantmaking resources within the State of Michigan Private • A Family Foundation Committee was established to better identify and address private foundation issues and needs • The first in a series of "Family Foundation Seminars" was presented in Grand Rapids • The CMF Annual Conference offered a "Family Foundation Breakfast Roundtable" • Approximately 20 individuals interested in forming a foundation or increasing their giving were assisted by CMF staff • CMF continues to work closely with the Regional Association of Grantmakers (RAG) Initiative Task Force to increase the creation of private foundations 9 �leven family foundations joined CMF membership during the year, and it is anticipated that this category of membership will be the fastest growing in upcoming years. The CMF Chair has established a 13-member Family Foundation Committee to address the unique needs of family foundations, and a commitment has been made to provide families of wealth with information on involving the next generation in philanthropy and volunteerism. The Committee held its first meeting on October 14, 1992 and identified a 5-point plan to pursue, as well as several topics of interest for workshops. More than 65 individuals in the West Michigan area attended CMF's first seminar designed for family foundations, "Philanthropy for the Wise Investor," May 7, 1992, at the Amway Grand Plaza. The program provided attendees with the opportunity of hearing three speakers share their insight into the joys and problems of effective giving. Similar seminars are planned for other areas of the state. A new component of the CMF Annual Conference was a "Family Foundation Breakfast Roundtable." The "Roundtable" will continue to be offered during the Annual Conference as a time for family foundation colleagues to meet one another and discuss common concerns. E Community Foundations Technical Assistance Component • 212 retreats and-on-site consultations were held with community foundation trustees and staff • Over 35,000 attorneys, accountants, stockbrokers and bankers received tax credit information for 1992-93 donations to community foundations • 9 issues of the Community Foundation Memo to Members were produced and distributed Growth of Family Foundations in Michigan (Source: The Michigan Foundation Directory) • A "Boot Camp" seminar-offering foundation management basics-was presented in August, 1992 in cooperation with Indiana and Ohio Regional Associations • As a resource to community foundations, CMF provides planned giving consultant time for Members • 8 publications were produced to assist community foundation staff and trustees • 56 legal questions were answered for community foundation Members • 143 trustees and staff from 28 community foundations attended the 20th Annual Conference with the assistance of scholarships from the community foundation program echnical assistance and consultations provided through CMF's Community Foundation Program, as well as the success of the Community Foundation Tax Credit, have helped Michigan's community foundations in gaining momentum and popularity with donors. During the past year community foundation assets have grown over 77% since the program began in 1988, and 10 community foundations were T �formed-three within the past year. CMF assisted in the creation of two affiliated funds and in expanding the service area of another community foundation. A goal of the Program is to have the state of Michigan completely serviced by community foundations, and CMF is proud to note that 44 community foundations are now operating in Michigan. The Program is supported by the Charles Stewart Matt and W.K. Kellogg Foundations. The Program also serves to strengthen the network among community foundations, both state-wide and nationally. A cooperative venture with the Indiana GIFT program and the Ohio Donors Forum resulted in a "Boot Camp" for community foundation trustees and staff, held August 26, 1992 in South Bend, Indiana. Growth of Community Foundations Grants and Assets 30 27.02898 25 .--- f- 19.25355 20 f- 1~ Five publications related to community foundations were developed this year in answer to requests from membership: Sample Language for Gifts and Bequests to Community Foundations Identifying the Patterns, Prospects, and Pitfalls in Community Foundation Growth and Development Community Foundation Primer - An Outline for Discussion and Initial Organization Start-Up Kit A Guide for Managing Change for Foundations Michigan Community Foundation Federal and State Filing Checklist 24.82978 !.L f- 1.Q_ f- ...L f- 0 1988 1989 1990 1991 Grants by Year Since the Community Foundation Program began in 1988, assets have increased 77% and grantmaking increased 43%. 500 40~0~ 409.4563 _______________,.---f324. 5591 308.1155- (i)300 c: 0 ~ ~ 2~8 :§.2QQ_ 1QQ_ D Community Foundation service area • Affiliation or start-up conversations are underway • Preliminary conversations are underway f- 0 1988 1989 1990 1991 Assets by Year 51 counties, either whole or in part, are served by community foundations. 11 �CMF continues to work closely with the State of Michigan Treasury Department and other nonprofits in preparing a study of the tax policy related to charitable giving, and with the Indiana GIFT program in researching the computer needs of Members in an attempt to provide future compatible computerization of the field. Library Component • Computerization of CMF Library is nearing completion • Members requested over 675 library resources • New publications are acquired at a rate of 50 per month • 42 bibliographies have been compiled to date • CMF accepted as member of Consortium of Foundation Libraries he Council of Michigan Foundations' Library is a broad and unique collection of approximately 2,500 monographs, 110 periodical titles, and nearly 800 audio/visual resources. CMF has been acquiring resources since its inception, and the Library now retains one of the largest collections in the Midwest focusing on philanthropy and nonprofit issues and organizations. In February, 1992, an automation project was undertaken, and a new classification system was introduced. The book portion of the Library is completely automated, with the audiovisual portion targeted for completion by Summer, 1993. The Library is open to the public for research during normal CMF office hours, however lending is limited to CMF Members. The Library employs a professional librarian for 15 hours each week, as well as a student volunteer. CMF became a member of the Consortium of Foundation Libraries in the Fall of 1992 in order to facilitate resource sharing and problem-solving for its members. T During a Youth Initiative ~ommittee meeting held at the CMF Library, Community Foundation Program Director Kathryn Agard (center) shared information on technical assistance and challenge grants provided to community foundations. 12 �Youth enjoy a group session and a break from the day's activities during the CMF Youth Leadership Conference. Youth Initiative Program Component • The CMF Youth Initiative Program serves over 700 youth • A three-day Community Foundation "Youth Leadership C:onference" was held in June, 1992 • Three, one-day regional conferences were held during April, 1992; 355 youth attended • Two issues of the youth advisory newsletter (YAC) were published and distributed to 1,100 individuals he CMF Community Foundation Youth Initiative, supported by a $35 million challenge grant from the W.K. Kellogg Foundation, continues its work to introduce the importance of philanthropy to young people and to stimulate the implementation of youth volunteerism across Michigan. Thirty-seven community foundations have established Youth Advisory Councils (YACs) involving over 700 young people who assess local youth needs, raise funds, and advise on the grantmaking process. CMF helps community foundation staff educate YAC members through publication of Y ackety Y A C, a newsletter circulated to 1,1 00 individuals which provides an opportunity for YACs to network and share information on fund-raising and grantmaking activities. Two issues were distributed during 1992. CMF also offers youth workshops which have a philanthropic focus. This year, over 350 young people attended one of three full-day CMF regional workshops where they learned skills in adult/youth partnerships, needs assessments and fundraising, as well as T 13 �Over 40 corporate grantmakers attended the lOth Annual Corporate Grantmakers Workshop where a panel of five speakers shared their views on how to extend corporate grantmaking's impact. information on how to run an effective meeting. During the summer, 225 YAC members attended a unique three-day Youth Leadership Conference at Spring Hill Camp in Evart, MI. The conference was based on the philosophy, "What I hear I forget, what I see I learn, and what I do I know." Participants were challenged through outdoor, experiential activities to learn communication and problem-solving skills. They also addressed issues dealing witfi moral and ethical decision-making. YAC members, the majority who are under age 21, are now being used by local city councils and school boards as the youth voice for the community. Tomorrow's leaders, volunteers, and philanthropists, many who were once "at-risk students," are now focusing their energy to help their communities, thanks to the Community Foundation Youth Initiative Project. Corporate • Two issues of Corporate Giving Newsletter were sent to over 2,500 individuals • CMF co-sponsored a 10th Annual Michigan Corporate Grantmakers' Workshop, "Great Ideas for Doing More with Less," on May 13, 1992 • A CMF Corporate Breakfast was hosted by the Steelcase Corporation in w)lich 28 corporate officers attended • Media articles sharing corporate giving program information were placed in The Detroiter, Crain's Detroit Business, Michigan Forward and the Foundation News • Three issues of Keynote were produced, highlighting the remarks of speakers addressing corporate and community issues • Presentations on contributions management were held for community leaders in Flint, Saginaw, Lansing, Livonia and Detroit 14 �The CMF Corporate Giving Initiative Program has had a direct influence in increasing: • the number of educational workshops and publications for Michigan corporate officers and employees • the media coverage of corporate giving • the awareness and advocacy for corporate giving programs. ith funding received from several CMF corporate Members, the Council established a Corporate Giving Initiative Project in 1989 to educate corporations, business associations, media and the public about business philanthropy, as well as to accelerate the process of a peer network. Initially planned as a three-year project, the CMF Board of Trustees voted in November, 1992 to extend the project for an additional three years. CMF staff regularly communicates with corporate Members to gain insight into needs specific to their grantmaking and to discuss ways to involve more Michigan businesses in philanthropy. The Initiative has been successful in impacting business giving through publication of the Corporate Giving Newsletter, by co-sponsoring educational programs, such as the May, 1992 "Corporate Grantmakers' Workshop," and by facilitating corporate breakfasts in several Michigan cities. Successful corporate giving efforts have been showcased ih Michigan news media, including the PBS television program "Michigan Business Weekly." The Corporate Giving Initiative was recently highlighted in Foundation News as one of the key business/philanthropy partnerships taking place throughout the United States. W Membership Composition • Private Community • • Corporate Public Charity 59% 1988 • Corporate - 52 230 Members CMF has seen a 53% increase in corporate membership since inception of the Corporate Giving Program (52 to 80 members). 1993 • Corporate - 80 312 Members 15 �CMF Board of Trustees and Officers Chair 1. Leonard W. Smith President, The Skillman Foundation Detroit Vice Chair - Private 2. Herbert H . Dow President & Trustee, The Herbert H. & Grace A. Dow Foundation President & Trustee, The Herbert H . & Barbara C. Dow Foundation Midland Vice Chair- Corporate 3. Donald A. Lindow First Vice Presid ent, NBD Bank, N.A. Detroit Vice Chair - Community Foundations 4. Mariam C. Noland President, Community Foundation for Southeastern Michigan Detroit Treasurer 5. Patricia B. Johnson President, Mu skegon Coun ty Community Foundation President, Oceana County Community Foundation Trustee, Paul C. Johnson Foundation Mu skegon President and Secretary 6. Dorothy A. Johnson Council of Michigan Foundations Grand Haven 7. Leo J. Brennan, Jr. Executive Director, Ford Motor Comp any Fund Dearborn 8. Emmett D. Carson Program Officer, Philanthropy and Nonprofit Sector, Ford Foundation New York, NY 9. Robert S. Collier Executive Director, Rotary Charities of Traverse City Executive Director, Grand Traverse Regional Community Foundation Traverse City 10. Mary Caroline (Twink) Frey Chair & Trustee, Frey Foundation Chair & Trustee, Nokomis Foundation Grand Rapid s 11. Robert E. Hencey Director of Special Projects, W .K. Kellogg Foundation Battle Creek 16 �12. Judith S. Hooker Trustee, Robert L. & Judith S. Hooker Foundation Grand Rapids 13. John E. Hopkins Executive Director, Kalamazoo Foundation Kalamazoo 14. Gilbert Hudson President, Hudson-Webber Foundation Detroit 15. James R. Jenkins Vice President, Secretary & General Counsel, Dow Corning Corporation Trustee, Dow Corning Foundation Midland 16. John E. Marshall, III President & Trustee, The Kresge Foundation Troy 17. Donald R. Parfet Executive Vice President for Administration, The Upjohn Company President & Trustee, The Upjohn Company Foundation Kalamazoo 18. W. Calvin Patterson, III Executive Director, McGregor Fund Detroit 19. John W. Porter Trustee, Charles Stewart Mott Foundation Flint 20. James M. Richmond President, Frey Foundation Grand Rapids 21. Margaret A. (Ranny) Riecker President, Harry A. & Margaret D. Towsley Foundation Ann Arbor Trustee, The Herbert H. & Grace A. Dow Foundation Midland 22. Maureen H. Smyth Vice President-Programs Charles Stewart Mott Foundation Flint 23. Peter P. Thurber President, David M. Whitney Fund Trustee, Community Foundation for Southeastern Michigan Trustee, McGregor Fund Detroit 24. Stephen E. Upton President, Whirlpool Foundation Benton Harbor Chairman & Trustee, FrederickS. Upton Foundation St. Joseph 25. Kate P. Wolters Executive Director, Steelcase Foundation Grand Rapids 17 �..- -·-- - -------------------------------------Our Finances STATEMENT I Unrestricted Community Foundatil Report of Independent Auditors General Operating Fund The Board of Trustees Council of Michigan Foundations Mott Technical Assistance Fund Kellogg Youth Fund I SUPPORT AND REVENUES We have audited the accompanying balance sheets of the Council of Michigan Foundations as of March 31, 1993, and the related statements of activity and changes in fund balances for the year then ended. These financial statements are the responsibility of the Council's m anagement. Our responsibility is to express an opinion on these financial statements based on our audits. We have previously audited and reported u pon the March 31, 1992 financial statements which are included in summary form for comparative information. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Council of Michigan Foundations at March 31, 1993, and the results of its operations for the year then ended in conformity with generally accepted accounting principles. 18 Support-grants Revenues: Contributions Conferences Workshops Publications Investment income and other TOTAL SUPPORT AND REVENUES $303,825 $ 543,760 200,021 19,381 36,569 18,601 $76,000 210 818,332 80,644 343,183 30,706 133,594 23,972 90 ,533 23,203 27,504 7,1 15 18,610 4,434 303,825 EXPENSES Grants Salaries, taxes, and benefits Contracted services Conferences Workshops Printing and publications Meetings and travel Telephone and postage Scholarship activities Eq uipment lease and maintenance Occupancy-Note A General supplies Books and subscriptions Insurance Depreciation Loss on investment-Note C Fund for the 90's 300,000 16,254 51,240 19,251 20,324 6,387 35,307 19,019 6,989 10,993 8,706 450 1,485 1,000 3,911 2,366 24, 127 845,585 80,644 300,000 over (under) expenses (27,253) -0- 3,825 Fund balances at beginning of year Other transfers 394,133 50,009 TOTAL EXPENSES Support and Revenues Fund balances at year end $416,889 (3,825) $ -0- $ See accompanying notes to financial statements. Coun cil of Michigan Fou n dations Notes to Financial Statemen ts March 31, 1993 N ote A- Summary of Significant Accou nting Policies Statement Presentation: The accompanying financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into three fu nd groups. Unrestricted Funds are used to account for transactions related to unrestricted gifts and contributions over which the Board of Trustees has full control as to use in pursuing any of the Council's purposes. Restricted Funds are used to account for donor-restricted gifts and contributions. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. The Endowment Fund i~used to account for a gift established w ith the intent that only the earnings thereon be expended for stated purposes. -0- �n j OF ACTIVITY AND CHANGES IN FUND BALANCES Council of Michigan Foundations Totals Endowment Restricted Projects Kellogg Youth Fund II Corporate Giving Initiative Fund $972,346 I ill 5, 180 Michigan AIDS Fund 1992 $1 ,539,880 $1,336,202 700 137,838 6,590 13,699 8,353 58,585 $ 2,483 681 ,598 206,611 19,381 44,922 79,669 799,163 131,026 29,553 17,854 125,857 1,751,246 2,483 2,572,061 2,439,655 1,013,000 218,134 180,851 97,316 19,019 32,083 66,352 28,609 11,948 6,779 6,000 26,643 4,503 1,013,000 561 ,317 211,557 230,910 42,991 122,616 89,555 56,113 11 ,948 23,033 57,240 45 ,894 24,827 6,387 35,307 24,127 854,250 495,562 174,179 129,928 82,454 98,499 81,353 77,489 32,003 13,400 54,719 34,968 6,577 6,320 39,119 171,731 31,148 ,\~ 1,023,833 64,836 278,108 . 510,000 171 ,021 111,899 91,942 39,980 8,008 675 203,000 18 42,334 4,699 5,81 1 6,897 2,498 1,664 12,1 14 3,732 642 325 4,547 I I I I I I 993,649 64,836 272,108 1,71 1,237 -0- 2,556,822 2,383,699 30,184 -0- 6,000 40,009 2,483 15,239 55,956 I I I (6,000) (30,184) $ 1993 $1 ,539,880 2,498 17,619 36,348 13,673 11,498 5,294 5,000 17,543 1,812 Year Ended March 31 $263,709 $61,838 500 1,421 44,886 Subtota l WilliamW. Allen Fund -0- $ -0- $ -0- 78,273 (10,000) 472 ,406 416,450 (40,009) -0- $70,756 $487,645 $472,406 $ Shor t-Term Inves tments: Short-term investments consist of money market funds that are carried at fair market value, which equ als cost. I Reclassifications: Certain amounts reported in the 1992 financial statements have been reclassified to conform with the 1993 presentation. Note B-Fund Purposes Furniture and Equipment: Furniture and equipment are stated at estimated market value at the date donated or at cost, if purchased. Depreciation is com puted by the straight-line method over the estimated useful lives of the assets. Contributed Rent: The Council leases office space at amounts less than estimated fair rental value. The difference between the estimated fair rental valu e of the office space and total occupancy costs is approximately $37,300 in 1993 ($36,200 in 1992) and is recognized as a contribution and occupancy expense in the accompanying financial statements. 1: General Operating Fund (Unrestricted ): To record revenues and exp enses related to the administrative and service activities of the Council. Com munity Foun dation Projects (Restricted) Matt Technical Assistance Fund: To record revenues and expenses related to providing technical assistance to Michigan community foundations. The Council received a payment of $150,000 in fiscal 1992 representing a portion of the $350,000 grant provided by the Charles Stewart Mott Foundation. The Council expects to receive an additional $200,000 during fiscal years 1994 and 1995. 19 J �BALANCE SHEETS Council of Michigan Foundations March 31 1993 March 31 1992 1992 liabilities and Fund Balances Assets Unrestricted funds: Cash Short-term investments 1993 $ Furniture and equipment Less allowances for depreciation $ 2,148 281,918 284,066 300,440 167,617 132,823 416,889 $ $ 234,987 234,987 Unrestricted funds: Accounts Payable Fund balances: General operating Net investment in furniture and equipment 295,526 133,975 161,551 396,538 $ $ 284,066 132,823 416,889 $ 416,889 $ 9,243 2,405 232,582 161 ,551 394,133 $ 396,538 Restricted Funds: Accounts Payable Restricted Funds: Cash Short-term investments (Note C) Deferred revenue (Note 8): Kellogg Youth Project I Kellogg Youth Project II 9,243 1,530,807 $ 1,431,521 $ 1,540,050 $ 1,431,521 $ Michigan AIDS Program Other 300,000 680,113 543,859 6,835 $ 1,540,050 $ 589,500 652,459 81,708 107,854 $ 1,431,521 70,757 $ Endowment Fund: Endowment Fund: Investments $ TOTAL ASSETS- ALL FUNDS $2,027,696 70,757 $ 78,273 $1,906,332 Fund balance $ TOTAL LIABILITIES AND FUND BALANCES- ALL FUNDS $2,027,696 78,273 $1,906,332 See accompanying notes to financial statements. Note B-Fund Purposes (continued) Community Foundation Projects (Restricted) (continued) Kellogg Youth Fund I: To record the receipt and disbursement of grant monies related to the Michigan Community Foundation Youth Project I (Youth Project I). The Youth Project I is aimed at encouraging youth development in local communities while strengthening community foundation leadership and grant-making capacity. The Council acts as administrator of the grant, with all grant monies received from the W.K. Kellogg Foundation being distributed to community foundation members under conditions defined by the grant agreement. Investment income earned on assets of this fund are available for operating purposes at the discretion of the Board of Trustees of the Council of Michigan Foundations. The Council must return to the W .K. Kellogg Foundation any project funds which have not been expended by November 30,1993. Kellogg Youth Fund II: To record the receipt and disbursement of grant monies related to the Michigan Community Foundation Youth Project II which is a continuation of the Youth Project I. The Council received payments of $1,000,000 in 1993 and $1,200,000 in 1992 from the W.K. Kellogg Foundation. These payments represent a portion of the W.K. Kellogg Foundation's $35,000,000 project under which the Council expects to receive an additional $3,000,000 during fiscal years 1994, 1995 and 1996. Investment income earned on assets of this fund are available for operating purposes at the discretion of the Board of Trustees of the Council of Michigan Foundations. Corporate Giving Initiative Fund (Restricted): To record revenues and expenses related to encouraging the formation and expansion of Michigan corporate giving programs. 20 Michigan AIDS Fund (Restricted): To record revenues and expenses of a collaborative funding grant program administered by the Council which is a vehicle for Council members to cooperatively fund AIDS related projects in Michigan. William W. Allen Fund (Endowment): To record revenues and expenses directed toward furthering the understanding of private philanthropy in federal and state legislative and regulatory matters. Revenues are restricted contributions from the member foundations of the Council. This fund was established in honor of a former Council Board member who was also the first Government Relations Chairman. Note C-Short-Term Investments As disclosed in the financial statements in 1992, the Council recognized a $171,731 loss on commercial paper of Drexel Burnham Lambert, an investment held as an asset of the Kellogg Youth Fund I. As of March 31, 1993, the Council has totally replenished this loss with an equivalent amount of unrestricted investment income, which will be used to fund remaining grant obligations under the Kellogg Youth Fund I. NoteD-Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(l) and 170(b)(l)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private foundations. ~- �Our Leadership Governance Board of Trustees & Officers The Council of Michigan Foundations is governed by a 24member Board of Trustees. Trustees serve on at least one of 21 working committees. These individuals, who serve without renumeration, are elected at the Annual Members' Meeting, held during the CMF Annual Conference in November. Leonard W. Smith was elected Chair of the Council of Michigan Foundations, taking office during November, 1992. Maureen H. Smyth was elected to a three-year term. In addition to the November, 1992 meeting, the CMF Board met in June, 1992 and March, 1993. Advisory Cabinet Chair Russell G. Mawby Chairman & CEO, W.K. Kellogg Foundation Battle Creek Elizabeth H. Binda Vice President & Trustee, Guido A. & Elizabeth H. Binda Foundation Battle Creek William A. Diaz Program Officer-Human Rights & Governance, Ford Foundation New York Allan J. Fletcher Vice President, Comerica Incorporated Grosse Pointe Carl F. Reitz Secretary & Trustee, Besser Foundation Alpena Nicholas M. Gabriel Treasurer, Ford Foundation New York Robert D. Sparks President Emeritus, W.K. Kellogg Foundation Palo Alto, California Herman F. Gertz President, Herman & Irene Gertz Foundation Monroe Willard J. Hertz Former Vice President, Charles Stewart Mott Foundation Flint Herbert E. Spieler Executive Director, The Jackson Community Foundation Jackson Antony T. Sullivan Secretary, Earhart Foundation Ann Arbor Miles Jaffe, Esq. Honigman, Miller, Schwartz & Cohn Detroit Alfred H. Taylor, Jr. Chairman, The Kresge Foundation Troy Keith D. Jensen President, The Jensen Foundation Ann Arbor William V. Weatherston President, Impact Group Fund- Community Foundation for Southeastern Michigan Director of Community Relations, Michigan Consolidated Gas Company Detroit Ted L. Johnson President Emeritus, The Fremont Area Foundation Fremont Peter M. Wege Vice Chairman, Steelcase Corporation Trustee, Steelcase Foundation President, The Wege Foundation Grand Rapids Howard D. Kalleward Trustee, Dorothy U. Dalton Found ation Kalamazoo James R. Kettler Vice President, The James A. Welch Foundation Flint WilliamS. White Chairman, President & CEO, Charles Stewart Mott Foundation Flint Robert B. Miller Chairman, The Miller Foundation Battle Creek Sally J. Yerex Second Vice President, NBD Trust Company of Florida Florida Malcolm G. Dade, Jr. Vice President, Detroit Edison Detroit Nathan B. Driggers President, Harder Foundation Naples, Florida Nancy P. Feller Associate General Counsel & Director-Legal Counsel, Ford Foundation New York Robert A. Fisher President & Trustee, FrankS. & Mollie S. VanDervoort Memorial Foundation Okemos 21 ------- - -- - ----· �- ---- -- Mark Bratton Kalamazoo Foundation Staff (Full-time) LeeJ. Brown Cadillac Area Community Foundation Kathryn A. Agard Program Director Community Foundation Project Thomas A. Bruce W.K. Kellogg Foundation Pamela A. Bitzer Secretary / Receptionist Frederick Bryant Health Education Foundation Judy M. Carl Staff Associate Julie Busch Kalamazoo Foundation Jeri L. Fischer Staff Associate JoanM. Fox Data Entry Secretary Dorothy A. Johnson President Sandra G. Katt Member Services Director James E. McHale Program Associate Community Foundation Project Linda B. Patterson Administrative Director Diana V. Rodriguez Algra Michigan Community Service Commission Craig Alguire Grand Haven Area Community Foundation Gail Allen The Rollin M . Gerstacker Foundation Lucy R. Allen Saginaw Community Fo;:Indation Arthur W. Angood The Miller Foundation Tekeshia Bailey Ann Arbor Community Foundation Judith A. Steudle Executive Secretary Community Foundation Project Merri Jo Bales Consumers Power Company Tamara S. Ylitalo Secretary-Community Foundation Project Jennifer Bas tress Ann Arbor Community Foundation (Part-time) Ludger A. Beauvais Edward C. & Hazel Stephenson Foundation Mahantesh S. Dandawati Financial Director R. Sue Dodea Program Director Corporate Giving Initiative Donnelle Snite-Mersereau Editor, The Michigan Scene Gail B. Powers-Schaub Librarian-Community Foundation Project CMF Volunteers Kathryn A. Agard Council of Michigan Foundations 22 Christopher Belcher NBD Bank, N.A. Amy Berke Detroit Neurological Foundation Elizabeth H . Binda Guido A. & Elizabeth H. Binda Foundation Lynne Black The Grand Rapids Foundation Leo J. Brennan, Jr. Ford Motor Company Fund David Campbell Community Foundation for Southeastern Michigan Jennifer Ca ppell The Jackson Community Foundation G. Darrin Carde Grand Rapids Public Schools JudyM. Carl Council of Michigan Foundations Crystal Cartwright The Fremont Area Foundation Donald F. Chamberlin, Sr. Gerald W. Chamberlin Foundation, Inc. Peter J. Christ The Battle Creek Community Foundation Susan Church Michigan Women's Foundation Tiffany Clark Wayne State University RobertS. Collier Rotary Charities of Traverse City Mahantesh S. Dandawati Council of Michigan Foundations Laura A. Davis W.K. Kellogg Foundation Laurianne T. Davis The Triscornia Foundation Darin Day Points of Light Foundation - �Paul R. Dimond Miller, Canfield, Paddock & Stone JohnM. Frey Frey Foundation R. Sue Dodea Council of Michigan Foundations Mary Caroline (Twink) Frey Nokomis Foundation Herbert H. Dow Herbert H. Dow & Barbara C. Dow Foundation William W. Fritz W.K. Kellogg Foundation Stephen D. Economy Michigan Bell Telephone Company Cheryl Elliott Ann Arbor Area Community Foundation William E. Emery Whirlpool Foundation Rebecca A. Engelhardt The Miller Foundation Laura Froats Community Foundation of Greater Flint David D. Fukazawa The Skillman Foundation Nicholas M. Gabriel Ford Foundation David Gardiner Kalamazoo Foundation H.T. Ewald H.T. Ewald Foundation Barb Gentry Grand Traverse Regional Community Foundation Lynn A. Feldhouse Chrysler Corporation Fund Barbara J. Getz The Kresge Foundation Ann Fergeman Kalamazoo Foundation Nicole Gibby Berrien Community Foundation, Inc. \ Kimberlee Ferris NBD Bank, N.A. Heidi L:"Gilmore Frey Foundation Jeri L. Fischer Council of Michigan Foundations Beth Goebel Dyer-Ives Foundation Terry N. Foster Ann Arbor Area Community Foundation Alan L. Gornick The Gornick Fund Marvin A. Frenkel Meyer & Anna Prentis Family Foundation Robert Guerrini Metro Detroit Chamber of Commerce Mike Hackenberg Muskegon County Community Foundation Jenny Harris Kalamazoo Foundation Joyce F. Hecht David M. & Joyce F. Hecht Foundation Robert E. Hencey W.K. Kellogg Foundation Jeffrey L. Herrington Old Kent Bank-Southwest Willard J. Hertz Charles Stewart Matt Foundation Karen R. Hollenbeck W.K. Kellogg Foundation Danforth E. Holley Earl-Beth Foundation Judith S. Hooker Robert L. & Judith S. Hooker Foundation John E. Hopkins Kalamazoo Foundation Therese Y. Hougen Hougen Foundation Gilbert Hudson Hudson-Webber Foundation Kay Hunt Detroit Edison David M.G. Huntington Milwaukee Foundation 23 �AnnK. Irish Elizabeth E. Kennedy Fund James R. Kettler The James A. Welch Foundation Bob Martel Dunbar Martel, P.C. Timothy Jacobs Bay Area Community Foundation Youth Committee Lisa Wyatt Knowlton The Battle Creek Community Foundation Russell G. Mawby W .K. Kellogg Foundation Glenn F. Kossick Metro Health Foundation James E. McHale Council of Michigan Foundations Sharron Krieger Whirlpool Foundation Marvin McKinney Charles Stewart Mott Foundation Patricia A. LaMothe Patricia A. & William LaMothe Foundation Robert B. Miller The Miller Foundation William E. LaMothe The Battle Creek Community Foundation Jarrod Montague Community Foundation of Greater Flint Ronald M. LaReau First of America Frances A. Moore Winship Memorial Scholarship Foundation Toni Laidlaw Helen Laidlaw Foundation E. B. (Ted) Morley, Jr. Morley Brothers Foundation Karen E. Lake W.K. Kellogg Foundation Thomas B. Murphy T.B. Murphy Foundation Charitable Trust Frank T. Judge, Sr. Ford Motor Company Karen Leppanen The Community Foundation for Southeastern Michigan Mariam C. Noland Community Foundation for Southeastern Michigan Sandra G. Katt Council of Michigan Foundations Richard Levey The Shiffman Foundation Neil Nyberg Kellogg Company W. Quinn Kelly Michigan National Bank Donald A. Lindow NBD Bank, N.A. Susan Ordway The Battle Creek Community Foundation David B. Kennedy Earhart Foundation John E. Marshall, III The Kresge Foundation Joel J. Orosz W.K. Kellogg Foundation Mildred M. Jeffrey Michigan Women's Foundation James R. Jenkins Dow Corning Corporation Charles A. Johnson Lilly Endowment Inc. Dorothy A. Johnson Council of Michigan Foundations Patricia B. Johnson Muskegon County Community Foundation Ted L. Johnson The Fremont Area Foundation Michael C. Jordan McCurdy Memorial Scholarship Foundation Sharon Osborne First of America Bank Beverly M. Paisley Baurvic-Paisley Foundation Zack Pajtas Charlevoix County Community Foundation Linda B. Patterson Council of Michigan Foundations W. Calvin Patterson, III McGregor Fund John W. Porter Charles Stewart Mott Foundation 24 �Caroline Pratt The Jackson Community Foundation Bertram W. Vermeulen The Fremont Area Foundation Wayne G. Ramsey Comerica Trust Bonnie V'Soske Greater Battle Creek/Calhoun Co. Visitor & Convention Bureau Richard K. Rappleye Charles Stewart Mott Foundation William V. Weatherston Michigan Consolidated Gas Company Josh Reed Grand Traverse Regional Community Foundation Peter M. Wege Steelcase Corporation/Steelcase Foundation Dorothy M. Reynolds Community Foundation of Greater Flint JohnS. Snyder Comerica Inc. - Detroit James M. Richmond Frey Foundation Herbert E. Spieler The Jackson Community Foundation Margaret A (Ranny) Riecker Harry A & Margaret D. Towsley Foundation Dick St. John Kalamazoo Foundation Elyse M. Rogers The Herbert H. and Grace A Dow Foundation Heather Stanley Community Foundation of Greater Flint Cheryl Rose W.K. Kellogg Foundation Robert A Sajdak Manufacturers Bank of Detroit Dave Stevenson Kellogg Company Linda B. Strevy Grand Haven Area Community Foundation Judy Y. Samelson Charles Stewart Mott Foundation Ira Strum wasser Michigan Health Care Education & Research Foundation Miguel A Satut The Kresge Foundation Bob Tambelli Charlevoix County Community Foundation Earl Schipper The Greystone Group Duane L. Tarnacki Clark, Klein, and Beaumont Greg Schupra Community Foundation for Southeastern Michigan Peter P. Thurber David M. Whitney Fw1d Diana R. Sieger The Grand Rapids Foundation OmarSims Community Foundation of Greater Flint Leonard W. Smith The Skillman Foundation Maureen H. Smyth Charles Stewart Mott Foundation Ronald E. Weger W.B. and Candance Thoman Foundation WilliamS. White Charles Stewart Mott Foundation Nanette Williams Kalamazoo Foundation Winston Williams Black Child and Family Institute Marcia Witherell Grand Haven Area Community Foundation Lloyd Yeo, Jr. Wickson-Link Memorial Foundation Gregory M. Zerlaut Muskegon County Community Foundation RogerTuuk The Fremont Area Foundation Elizabeth Upjohn Kalamazoo Foundation Stephen E. Upton FrederickS. Upton Foundation Robert VanDellen Cadillac Area Community Foundation 25 �Council of Michigan Foundations' Members CMF's membership continued to grow over the year to 312 Michigan grantmakers. Bay City Bay Area Community Foundation* Kantzler Foundation Membership of the Council of Michigan Foundations Benton Harbor Whirlpool Foundation* Addison Knight Family Charitable & Educational Foundation Buchanan Buchanan Area Foundation Adrian Orville D. & Ruth A. Merillat Foundation Allen H. Meyers Foundation Albion Albion Civic Foundation Allegan Allegan Community Foundation Alpena Besser Foundation* Community Foundation for Northeast Michigan Ann Arbor Ann Arbor Area Community Foundation Bonisteel Foundation Domino's Foundation Earhart Foundation The J.F. Ervin Foundation* The Jensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation Miller, Canfield, Paddock & Stone The Pryor Foundation Society Bank Harry A. & Margaret D. Towsley Foundation* Battle Creek The Battle Creek Community Foundation* Guido A. & Elizabeth H. Binda Foundation* Charles & Jessie Brackett Memorial Scholarship Fund International Youth Foundation W.K. Kellogg Foundation* Kellogg Company* Kellogg Company 25-Year Employees' Fund, Inc. Patricia A. & William E. LaMothe Foundation McCurdy Scholarship Foundation, Inc. The Miller Foundation* Emily Scofield Scholarship Fund Winship Memorial Scholarship Fund 26 Cadillac Cadillac Area Community Foundation Kysar Industrial Corporation Foundation Caro Claude D. & Etta H. Andrews Foundation William A. & Ruth Janks Foundation Cass City Pinney Foundation Cassopolis Edward Lowe Foundation Chelsea Civic Foundation of Chelsea Colon Colon Foundation Detroit Metropolitan Area ANR Pipeline Company AT&T Allied-Signal, Inc. Americana Foundation Barden Communications, Inc. Bauervic-Paisley Foundation Joseph E. Beauchamp Trust Blue Cross Blue Shield of Michigan* The Borman Fund The William & Marie Carls Foundation Clarence & Grace Chamberlin Foundation Gerald W. Chamberlin Foundation, Inc. Chrysler Corporation Fund* Colina Foundation Comerica Incorporated* Community Foundation for Southeastern Michigan* The Raymond M. & Jane E. Cracchiolo Foundation Dayton-Hudson Department Store Company Detroit Edison Foundation* Detroit Neurosurgical Foundation The Charles DeVlieg Foundation Dickinson, Wright, Moon, VanDusen & Freeman Earl-Beth Foundation* Glenn D. Curtis Edmore Trust H.T. Ewald Foundation Federal-Mogul Corporation Charitable Trust George R. & Elise M. Fink Foundation Fisher-Insley Foundation Ford Motor Company Fund* Gannett Foundation General Motors Foundation Gordy Foundation, Inc. The Gornick Fund Harder Foundation Harris Foundation Myrtle E. & William G. Hess Charitable Trust Clarence & Jack Himmel Foundation James & Lynelle Holden Fund Hudson-Webber Foundation IBM Jewish Community Foundation Chaim, Fanny, Louis, Benjamin & Ann Florence Kaufman Trust Kowalski Sausage Charitable Trust Kmart Inc. The Kresge Foundation The Larson Family Fund Little Caesar Enterprises, Inc. The Lyon Foundation, Inc. Alex & Marie Manoogian Foundation Manufacturers National Bank of Detroit Masco Corporation Charitable Trust McGregor Fund* B.D. & Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation W.D. & Prudence A. Mcintyre Foundation Metro Health Foundation* Michigan Bell Telephone Company Michigan Consolidated Gas Company Michigan Educational Employees Mutual Insurance Company Michigan Health Care Education & Research Foundation* �Louise Tuller Miller Trust T.B. Murphy Foundation Charitable Trust NBD Bank, N.A.* Ernest L. Nicolay Foundation Oscar P. & Louis H. Osthelder Charitable Foundation Paideia Foundation William & Mary Pagel Trust William Lyon Phelps Foundation The Pistons-Palace Foundation The Herbert & Elsa Panting Foundation The Meyer & Anna Prentis Family Foundation, Inc. Harold & Carolyn Robison Foundation The Ruffner Foundation The Karla Scherer Foundation Schwartz Family Foundation Samuel & Harold M. Shapero Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation Edward C. & HazelL. Stephenson Foundation Keith W. Tantlinger Foundation The Taubman Foundation Mary Thompson Foundation The Trico Foundation UNISYS Wetsman Foundation David M. Whitney Fund* Matilda R. Wilson Fund Isadore & Beryl Winkelman Foundation* East Jordan Charlevoix County Community Foundation Malpass Foundation Eaton Rapids Community Heritage Foundation of Eaton Rapids Escanaba Community Foundation for Delta County Flint Viola E. Bray Charitable Trust Citizens Commerical & Savings Bank* Community Foundation of Greater Flint* Charles Stewart Harding Foundation* Hougen Foundation* Charles Stewart Mott Foundation* Ruth Mott Fund The James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation* The Gerber Companies Foundation Grand Haven Erickson Foundation Grand Haven Area Community Foundation JSJ Foundation F. Martin & Dorothy A. Johnson Foundation The Paul A. Johnson Foundation Lee Foundation The Loutit Foundation Wigginton Educational Foundation Grand Rapids Area American Seating Company Amerikam Autocam Corporation BOO Seidman-Grand Rapids Baldwin Foundation Benteler Industries, Inc. · Max D. & Constance M. Boersma Charitable Trust Cook Charitable Foundation D&W Food Centers, Inc. Dick & Betsy DeVos Foundation Richard M. & Helen DeVos Foundation L.M. Dexter Charitable Trust Dexter Industries Charitable Trust Dyer-Ives Foundation* Ernst & Young First Michigan Bank-Grand Rapids Frey Foundation* Gordon Christian Foundation The Grand Rapids Foundation* Grand Rapids Label Foundation Guardsman Products, Inc. David M. & Joyce F. Hecht Foundation Robert L. & Judith S. Hooker Foundation* The MinorS. & Mary Ann Keeler Fund The Keller Foundation Sam & Jane Kravitz Foundation Lacks Enterprises, Inc.* Loosemore Foundation The Meijer Foundation Michigan National Bank* Nokomis Foundation Old Kent Bank & Trust Company* The Sebastian Foundation William & Sarah Seidman Foundation Steelcase Foundation Varnum, Riddering, Schmidt & Howlett VogtFoundation The Wege Foundation Witmark, Inc. Wren Foundation Greenville Greenville Area Foundation Harbor Springs George M. & Mabel H. Slocum Foundation* Hartland Heartland Foundation Hillsdale Hillsdale County Community Foundation Holland Holland Community Foundation The Lexo Charitable Trust Prince Foundation Jackson Samuel Higby Camp Foundation• Consumers Power Company Hurst Foundation The Jackson Community Foundation Simpson Foundation* Kalamazoo The Acme Foundation Dorothy U. Dalton Foundation Mignon Sherwood DeLano Foundation Fetzer Institute First of America-Michigan• Irving S. Gilmore Foundation, Inc. Havirmill Foundation Kalamazoo Foundation* McColl-Batts Foundation Monroe-Brown Foundation The Power Foundation A.M. Todd Company Foundation 27 �..... · ··~· · · ·~···· ·-· · ·--- ------------------....,. The Upjohn Company* Burton H. & Elizabeth Upjohn Charitable Trust Harold & Grace Upjohn Foundation W.E. Upjohn Institute for Employment Research Vicksburg Foundation Lansing Area Amy Foundation* Capital Region Community Foundation Delta Dental Fund Granger Foundation Greater Lansing Foundation Health Education Foundation* W.B. & Candace Thoman Foundation John & Elizabeth Whiteley Foundation Lowell Christoff Family Charitable Foundation Ludington Donald B. Birtwistle Foundation* Ludington Area Foundation Manistee Manistee County Foundation Marshall Marshall Community Foundation* Marquette The Marquette Community Foundation Midland Allen Foundation, Inc* Barstow Foundation Chemical Bank & Trust Company The Herbert D. & Junia Doan Foundation The Dow Chemical Company Foundation Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation The Herbert H. & Grace A. Dow Foundation* The Rollin M. Gerstacker Foundation* Midland Foundation Midland Cogeneration Venture Elsa U. Pardee Foundation Charles J. Strosacker Foundation Monroe Community Foundation of Monroe County Herman & Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Auto Equipment Foundation Trust 28 Mt. Pleasant Mt. Pleasant Area Community Foundation, Inc. Muskegon ESCO Company Limited Partnership GTE Telephone Operations-Michigan Paul C. Johnson Foundation Kaufman Foundation Muskegon County Community Foundation* Amos Nordman Foundation Charitable Trust SPX Foundation Scott Paper Company Foundation Niles Edward & Irma Hunter Foundation St. Denys Foundation Northport Leelanau Township Foundation, Inc. Okemos Talbert & Leota Abrams Foundation* Dorris J. Giddey Trust Michigan Women's Fou!:J.dation Frank S. & Mollie S. VanDervoort Memorial Foundation Owosso Cook Family Foundation Shiawassee Foundation Parma Michigan Automotive Compressor, Inc. Petoskey Petoskey-Harbor Springs Area Community Foundation Pontiac Detroit Lions, Inc. Port Huron Community Foundation of St. Clair County Rochester Greater Rochester Area Community Foundation* Rockford Wolverine World Wide Foundation Romeo Four County Foundation St. Joseph Berrien Community Foundation, Inc. Peoples State Bank The Tiscornia Foundation, Inc. Frederick S. Upton Foundation Saginaw Arnold & Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Lurie-Polasky Foundation Francis Mills Foundation Morley Brothers Foundation Saginaw Community Foundation* Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memorial Foundation The Wolohan Family Foundation Shelby Township These Colors Don't Run Foundation, Inc. South Haven Citizens Trust & Savings Bank Suttons Bay Charles M. Bauervic Foundation Tawas City Helen Laidlaw Foundation Three Rivers Fibre Converters Foundation, Inc. Traverse City Grand Traverse Regional Community Foundation Rotary Charities of Traverse City Zeeland Batts Foundation Herman Miller, Inc. Zeeland Community Foundation California Mervyn's Florida May Mitchell Royal Foundation Massachusetts The Iacocca Foundation New York Ford Foundation Virginia RJK Foundation *In 1992-93,53 members contributed additional support to CMF for special projects, as well as their regular membership fees. �Publications Periodicals Corporate Memo to Members Effective Corporate Philanthropy Community Foundation Memo to Members The Key Investment Decision-Asset Allocation The Michigan Scene Corporate Giving Initiative Newsletter Keynote Michigan Corporate Matching Gift Manual, Second Edition General Interest A View from the Other Side (video cassette) Education in Michigan (video cassette) Education in Philanthropy and Volunteerism: National and State Trends and Opportunities for Michigan Education in Philanthropy and Volunteerism: Report to Michigan Funders Establishing a Charitable Foundation in Michigan, Second Edition Establishing and Administering a Scholarship Program Finding Work with Grantmakers Grantmaking for Results (video cassette) The Grantmaking Process: Setting Priorities, Assessing, Evaluating Information for Seeking Foundation and Corporate Grants Organizing a Corporate Giving Program Outlook for the '90s Community Foundations Asset Development (audio cassette) Balancing Long-Term Endowment Building and High Visibility Projects (audio cassette) Caring for Donors and Their Advisors (audio cassette) Community Foundations: Maximizing Their Potential to Benefit Charity and Donors Community Foundation Primer: An Outline for Discussion and An Initial Organization Start-Up Kit Community Foundation Scholarship Program Guidelines for Membership Clubs, Corporations and Associations Issues Facing the '90s (audio cassette) A Guide to Managing Change for Foundations The Michigan Foundation Directory, Eighth Edition How to Help Your Community Foundation Develop an Effective Strategic Plan Nonprofit Funding Campaigns in Michigan Identifying the Patterns, Prospects, and Pitfalls in Community Foundation Growth and Development PRI Loans and Recoverable Grants (audio cassette) Survey of Michigan Foundation Philanthropy What Does the Council of Michigan Foundations Offer Individuals & Nonprofit Organizations? Private Foundations Private Foundations and the Problem of "Tipping" -A Description of Practical Suggestions for Grantmaking Family Foundation Fundamentals: Key Legal, Tax and Accounting Tips to Help Enhance the Operation of Your Foundation Resources for Family Foundations When the IRS Audits Your Foundation Investment Management: Who Handles the Money? (audio cassette) Michigan Community Foundation Federal and State Filing Checklist Michigan's Community Foundations: The Common Characteristics Raising Dollars for Community Foundations Through Modern Marketing Techniques Relating to Donor Families Sample Language for Gifts and Bequests to Community Foundations Why an Agency Endowment? Why Youth? Why Community Foundations? Clark, Klein & Beaumont, Detroit provides legal services. Produced by: Robert Hencey and Owen Rossman Slocum @ Printed on Recycled Paper Written by: Judy M. Carl �A GLANCE FORWARD... Twenty-First Annual Conference Grand Rapids Nov. 3, 4, 5, 1993 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1992_AR_1992-1993 Title A name given to the resource Council of Michigan Foundations Annual Report 1992-1993 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1992-1993. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49956 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992/1993 https://digitalcollections.library.gvsu.edu/files/original/a373f62d045792668a46f1fe793d7b65.pdf 981c3cbb41445659e4235ee4d816c877 PDF Text Text Council of Michigan Foundations 1993-1994 Annual Report In tfie [and of Progress, .Ideas are tfie coin of tfie rea[m. -'Ru 'E. Cfieney Connecting People, Ideas and Solutions �Highlights of the 1993-94 programs, activities, and services pro. vided by the Council of Michigan Foundations are presented on the . following pages and are arranged by the Purposes of the CounciL A complete list of the fiscal year's activities may be obtained by contacting the CMF office. The Council of Michigan Foundations is an association of foundations and corporations making grants for charitable purposes. CMF assists Members to enhance, to improve, and to increase philanthropy in Michigan. �About the Council of Michigan Foundations The Council of Michigan Foundations (CMF) is a nonprofit association of Michigan grantmakers, including private foundations, community foundations, corporate foundations and giving programs, and public charities. CMF began in 1973 and was incorporated in 1975 to improve and increase philanthropy in Michigan. Other constituencies are served as they relate to CMF' s purposes, and include all other Michigan foundations and corporate grantmakers, state and national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. CMF is affiliated with the Council on Foundations and 35 other regional associations throughout the country. Our Purposes To provide the means for regular exchange of ideas, experiences, information and expertise amopg Michigan grantmakers. To represent Michigan grantmakers' interests and concerns with the officials of local, state and national government. To increase private and community foundation and corporate grantmaking resources in the State of Michigan. To increase the efficiency and effectiveness of Michigan's philanthropic network. To inform the public of the important and irreplaceable contributions of Michigan grantmaking institutions to the state and to the larger society. 1 Advocate r Educate ~ Network CMF Purposes Increase Promotefl Connecting People, Ideas and Solutions 1 �CMF Chair Leonard W. Smith (right), and newly-elected Trustee Laura A. Davis, meet with a congressional aide to Representative Barbara Collins during this year's Washington, D.C. "Legislative Visit." CMF President Dorothy A. Johnson (center) meets with representatives of the Charlevoix County and Petoskey-Harbor Springs Community Foundations after speaking on trends and issues facing philanthropy at the invitation of John M. Frey, Frey Foundation. 2 �Message to CMF Members Dear CMF Member... The continued growth of the Council of Michigan Foundations - its grantmaker involvement, services, and programs - is a tribute to you, its members. From its beginning in 1973, CMF has been an organization of active, concerned participants. It has thrived and improved because the people who constitute CMF have been willing to settle for nothing less. There is a familiar adage: it isn't the number of hours a person puts in, but what the person puts in the hours that counts. Each of you today, as well as the CMF members of past years, have coupled strong commitment with wise action. You set the high example by your own willingness to become responsibly, productively involved in CMF's work. Our organization's work, indeed, is the connecting of people, ideas and solutions to the needs and challenges confronting philanthropy in Michigan. Much has been accomplished in the history of CMF. _You will see good evidence of these initiatives in this 1994 CMF annual report, achievements that are, in large measure, the direct result of your energy, determination, purpose, and ideals. Challenges always remain for a dynamic organization - new hurdles to clear, exciting explorations to make, and different human needs to address. CMF's members, its Board of Trustees, its staff, collectively represent the order of volunteers and leaders that meet such tasks directly and deal with them successfully by connecting people, ideas, and solutions in the interest of philanthropy and Michigan's institutions of giving. Leonard W. Smith Chair ..... Dorothy A. Johnson President 3 2 - �To Provide the Means for Regular Exchange of Ideas, Experiences, and Expertise among Michigan Grantmakers Growth of Annual Conference Participation • A record number 912 grantmakers attended the 21st Annual Conference in Grand Rapids where 80 speakers presented 33 sessions. • 225 grantmakers attended educational workshops for private and community foundations, and corporate giving programs. • The CMF Board of Trustees met with 70 officers, trustees and staff from the Ann Arbor area during the "Regional Members' Meeting. " • 85% of CMF's 318 Members received a personal visit or phone call in response to a question or need. On average, CMF staff responds to thirty requests for information per day from Members. Michigan grantmakers gathered in Grand Rapids in November, 1993 for CMF's 21st Annual Conference, "Faces of Philanthropy: Diversity/ Excellence/Collaboration." Over 900 participants attended 33 informative sessions focusing on areas of concern for CMF members. Sessions were offered for specialized interest areas, which included economic development, education, diversity, health care, and collaboration. The conference opened with a satellite teleconference linking the Amway Grand Plaza ballroom with the television studios of George More than 900 Michigan grantmakers attended CMF Annual Conference sessions to learn effective ways of screening proposals, evaluating projects, forming cooperative ventures. and enhancing board/ staff relationships. Washington University in Washington, D.C where James A Joseph, Mark Rosenman, and Gracia Hillman interacted on national issues of importance to Michigan philanthropists. Additional keynote speakers for the conference included Jack Kemp, Mary Davis Fisher, and Henry E. Hampton. Five educational workshops were offered in the Spring of 1994, attracting over 225 individuals who sought information on programs as diverse as neighborhoods, women and philanthropy, corporate grantmaking, and improving the grant proposal process. In June, officers, trustees, and staff of CMF Member organizations from the Ann Arbor area were invited to meet with the CMF Board of Trustees at the "Regional Members Meeting. " More than 70 individuals attended this year's event at the Gerald R. Ford Library at the 4 950...---------850 +-------------: 750 +---------, 650+---550 450 ,350 250 150 50 1991 1992 1993 1989 1990 University of Michigan, Ann Arbor, to meet the CMF Board and enjoy an evening with fellow grantmakers. On an average, thirty requests for information per day are processed through the CMF office. This year, 85% of CMF's Members have received a personal visit or phone calt or both, in response to a question or need. The CMF librarian is continuing to computerize all CMF resource materials, including book, periodical and video cassette collections in an effort to ensure that Members receive full and prompt response to their inquiries. CMF Membership Composition 14% Community 2% Public Charity �To Increase the Efficiency and Effectiveness of Michigan's Philanthropic Network they reported 92 capital and / or endowment campaigns seeking $1 billion in contributions. The survey is coordinated by CMF with the cooperation of grantseekers and grantmakers across the state. • Membership increased to 318 during the year, with 17 grantmakers joining CMF. • CMF facilitated 10 meetings of the Detroit Area Grantmakers for Detroit-based CMF members, and three meetings of the Greater Grand Rapids Donors Forum. New Members During a CMF keynote address, Henry Hampton shared his belief that "true implementation of diversity will help us tap our nation's enormous reserve of energy and potential skills." Here, Mr. Hampton speaks with Miguel Satut, "CMF Executive-in-Residence," who staffs the Detroit office of CMF. CMF encourages meetings of local grantmakers in Detroit, Grand Rapids, and Kalamazoo to promote the exchange of ideas and information among grantmakers. Topics for this year's programs included educational reform, economic development, volunteerism, arts, health care reform, and violence prevention. As a continuing service to CMF Members, the Fifth Annual Nonprofit Funding Campaign report was distributed to help grantmakers sense the fund-raising activity within the State of Michigan. More than 200 of Michigan's nonprofit organizations responded to CMF' s survey, and 5 Kmart Corporation Detroit Newspaper Agency Communities Fund Les and Anne Biederman Foundation, Inc. The Burdick-Thorne Foundation Sturgis Foundation Peter F. Secchia Foundation Gratiot County Community Foundation Grand Bank Loeschner Enterprises Lutjens Family Foundation Charles Anthony Foundation The Hayden Foundation General Dynamics Land Systems Division Branch County Community Foundation The Pyle Foundation Preede Foundation The Hannan Foundation CMF Membership 350 300 250 200 150 100 50 0 1973 1978 1983 1988 1993 �Supporting Organization: Michigan AIDS Fund • The Michigan AIDS Fund was incorporated as a supporting organization to CMF. • 750 hours of technical assistance were provided. • $600,000 was awarded during the year to 36 AIDS-related community-based organizations. • To date, the Michigan AIDS Fund has distributed over $1.4 million for prevention and direct services to combat the AIDS epidemic. From 1981 when AIDS was first identified until1994, 5,083 people in Michigan were diagnosed with acquired immune deficiency. Surveillance data indicate between 10,000 and 15,000 people in Michigan are infected with HIV virus; many are unaware they are infected. The Michigan AIDS Fund (MAF) has existed as a fund within CMF since 1990, and MAF has gained national recognition as a successful statewide collaborative grantmaking model dealing with this issue of urgent public health and concern. This year, MAF Michigan AIDS Fund Grant Distribution by Category 1989 -1993 10% Community Planning--~ , - - - - - 8% Legal Services 3% HIV Testing/Counseling - -15% Counseling/Support 16% Prevention---- - - - 10% Housing 39% Direct Services - - - awarded 21 grants, and 750 hours of technical assistance were provided to 70 AIDS-related organizations. Also this year, the project was formed into a CMF supporting organization with a separate Board of Trustees to administer the fund. Serving as Chair is Barbara J. Getz, The Kresge Foundation. Trustees include: Thomas A. Bruce, W.K. Kellogg Foundation; Frederick W. Bryant, Health Education Foundation; RobertS. Collier, Rotary Charities of Traverse City; William K. Emery, Whirlpool Foundation; Mary D. Fisher, Family AIDS Network; Beth Goebel, Dyer-lves Foundation; Glenn F. Kossick, Metro Health Foundation; 6 Jeanette Mansour, Charles Stewart Mott Foundation; Mark A. Miller, State of Michigan, Department of Mental Health; W. Calvin Patterson, III, McGregor Fund; Leonard W. Smith, The Skillman Foundation; Ira Strumwasser, Michigan Health Care Education & Research Foundation. �To Inform the Public of the Important and Irreplaceable Contributions of Michigan's Grantmaking Institutions to the State and the Larger Society • CMF Members received five Memo to Members and four issues of The Michigan Scene. attention to the good deeds of Michigan grantmakers, assists foundations in broadening their base of support, and informs grantmakers of successful work in hope that efforts will be replicated. More than 5,000 individuals receive CMF publications. • In the past year, 4,092 news clips were mailed to 222 Members. • Two new publications were distributed: - Preparing the Next Generation -Management Audit and the second edition of Establishing and Administering A Scholarship Program Focus: Video History Project was released. • A fourth update of Establishing A Charitable Foundation In Michigan, second edition, was issued . • An update to The Michigan Foundation Directory, Edition VIII, was published. • Two video donor histories were produced highlighting the life and achievements of philanthropists Margaret D. Towsley and Edward J. Lowe. • CMF co-sponsored with the Michigan Nonprofit Forum, the Fifth Annual Grantmakers / Grantseekers Seminar entitled "Focus of the Future: Creating Caring Communities." Through the exchange of information, CMF meets its goal to increase public understanding of the value and needs of the philanthropic community. CMF calls Two video histories were produced this year, documenting the life and achievements of Margaret D. Towsley and Edward f. Lowe. With the completion of these documentaries, five videos featuring five Michigan philanthropists have been produced-four by CMF and one in cooperation with the W.K. Kellogg Foundation. In addition to Towsley and Lowe, donor video histories include: Elizabeth & Guido Binda; Robert B. Miller; and Carl & Esther Gerstacker. The videos may be requested on loan or purchased by contacting the CMF librarian. 7 �To Represent Michigan Grantmakers' Interests and Concerns with the Officials of Local, State and National Government • CMF sponsored a Capital Hill "Legislative Visit" in February, 1994, which brought eight Members to Washington, D.C. to inform the Michigan Congressional Delegation of philanthropic programs and grantmaker concerns. • CMF worked with the Michigan Nonprofit Forum, state nonprofits and others to secure a tax credit for gifts made to community foundations during the 1993 tax year. • CMF actively pursued its "Legislative Goal Statement," successfully achieving four goals. As a result of CMF' s involvement in promoting the benefits of philanthropy to policymakers, several goals of the "Legislative Goal Statement" were achieved during the fiscal year, including: full deductibility for gifts of appreciated property; tort liability for volunteers of nonprofit corporations; revision of the state inheritance tax; and improved regulatory issues. Thanks to the CMF delegation to Washington, D.C. that worked in concert with the Council on Foundations and other Regional Association of Grantmakers, Michigan legislators have given strong support to HR 2418. This legislation prevents the expiration of a tax law permitting living donors to deduct the full market value of gifts of publicly traded stock to private foundations . To date, eight Michigan Congressmen have co-sponsored HR 2418, and Senator Donald W. Riegle, Jr. has introduced S1898, the Senate version of HR 2418. Focus: Legislative Activities Foundation and corporate giving has long been a unique part of American society. Today, foundations and corporations are being challenged to increase their support and charitable donations in the face of major cutbacks by local, state, and federal governments. In the face of this challenge, it is apparent that much needs to be done to encourage the creation of new foundations and corporate giving programs. Unfortunately, several major barriers exist that serve as disincentives for the creation of foundations and corporations. CMF-realizing the importance of seeking support for legislative changes to encourage philanthropy-adopted its first "Legislative Goal Statement" in 1977. CMF' s staff and Board of Trustees work to complete the objectives set forth in the statement, which is periodically updated to reflect changing legislative issues. This past year, four major goals have been accomplished: GOAL: Amend the law to return to the pre-1987 status whereby the gained portion of gifts of appreciated property is not subject to the alternative minimum tax reduction. Fifteen Michigan Congressmen and two Senators were visited by eight CMF Members during this year's visit to Washington. CMF Government Relations Chair, Margaret (Ranny) Riecker, met with Congressman David Camp and others. GOAL: Obtain a ruling which approves a generic affidavit format that may be completed by non-U.S. grantees so that multiple foundations may rely on such documentation for grantmaking, thus avoiding the need for individual legal opinions for every grant to the same charity. GOAL: Limit the tort liability of volunteers of nonprofit corporations. GOAL: Revise calculation to determine state inheritance tax. 8 �To Increase Private, Community and Corporate Grantmaking Resources within the State of Michigan Corporate • Two issues of Corporate Giving Newsletter were sent to 2,500 individuals. • CMF co-sponsored the 11th Annual Michigan Corporate Grantmakers Workshop entitled, "Corporate Grantmakers: Jim Richmond, President, Frey Foundation, moderates a CMF Annual Conference family foundation session. The panelists represent three family foundations and three different ways of involving the next generation in the work of their foundation. Family and Private • The first in a series of newsletters entitled Family Fax focusing on single topics of concern to family foundations was developed. Results of "The Investment Performance Survey" was made available to Members in this publication. • The CMF Annual Conference offered three specialized family foundation programs and a "Family Foundation Roundtable Breakfast." • Approximately 55 consultations-including requests for information, specialized management requests, and requests for help in starting new foundations-were accommodated within the year. Ten family foundations joined CMF during the year. CMF continues to focus on the unique concerns of family foundations by initiating programs that 9-ssist families in setting up and administering foundations. ''The Investment Performance Survey" was designed to provide family foundations with investment management and performance results. Growth of Family Foundations in Michigan 1994 Seventy-five grantmakers were in attendance. • CMF provided 16 corporations with individualized planning and technical consultations. • Two corporate sessions were held at the Annual Conference. More than 60 corporate grantmakers were in attendance. • An "Expert in Residence" program facilitated mentoring between corporate contributions officers. • Editors at The Detroit News, Crain's Detroit Business, The Detroiter, Michigan Forward and Michigan Business Weekly were assisted with the development of 25 articles on Michigan corporate giving. 1992 1990 1988 • An Annual Conference scholarship program was initiated, allowing reduced fees for family foundation first-time attendees. Working To Be The Best." Source: The Michigan Foundation Directory • A regionally-targeted Member recruitment campaign was initiated. 9 The Corporate Giving Initiative encourages the formation of new corporate giving programs and enhances the efficiency and effectiveness of existing corporate giving programs in Michigan. Through resources such as the Corporate Giving Newsletter and �Michigan Community Foundations' Total Grants • Computer and Upper Peninsular projects initiated. 30--l-----==-::-;-;;-~ • More than 90 retreats and onsite consultations were held with community foundation trustees and staff. 25 Ci) ~ 20 :IE 15 :§_ 10 5 Michigan corporate grantmakers tour the new Chrysler Technology Center in Auburn Hills while attending the June 15, 1993, Eleventh Annual Michigan Corporate Grantmakers' Workshop. Keynote, information is exchanged among community leaders interested in corporate giving programs and strategies. Meetings and training sessions, such as the 11th Annual Michigan Corporate Grantmakers' Workshop and the corporate sessions of the Annual Conference, assist corporations with giving program development and implementation. Articles in key business publications raise the level of awareness of corporate leaders about the need for, and benefits of, corporate giving programs. 0 1990 1991 1992 Grants 1993 Community 1993 concluded as a -banner year for the community foundation project. New staff joined the team, new community foundations were formed, more opportunities for training and technical assistance were provided, and two new programs began: the computer project and Upper Peninsula project. Annual Conference . d. Peno 1c Training Mailings of Information Community WKKF Com~uter - Foundation - Challenge ProJect S · Grant ' t I / erv1ces ! I Annual Conference Media Relations ~ Corporate • Services Regional / Meetings Technical Assistance / - 1~ Technical Assistance Component Technical / X Scholarship & Assistance t Mini-Grants Youth Project Training and Support Periodi.c Information Mailings • A "Boot Camp" seminar, offering foundation management basics, was presented in August, 1993 in cooperation with Indiana and Ohio Regional Associations. • A first-ever, "three state," three-day conference was held. It was co-sponsored by CMF, and regional associations in Indiana and Ohio. • Three publications were developed and distributed: The Michigan Community Foundation Legal Reference, Michigan Community Foundation Directory, and Youth Data Book. • 37legal questions were answered for 13 community foundation members. • 265 trustees and staff from 48 community foundations and their affiliates attended the 21st Annual Conference with scholarship assistance from the community foundation project. Building on almost two years of active research, CMF assisted community foundations in launching a state-wide computerization Newsletter Scholarship Program 10 �Supporting Organization: Youth Initiative Program • More than 1,000 young people are involved in "hands-on" philanthropy. • More than 200 young people attended the June, 1993, threeday summer youth conference, "''ve Got The Power," on the campus of Northwood Institute, Midland. The Allegan Foundation doubled in size this year, thanks to the success of a $3 million cooperative partnership. CMF served as a catalyst in securing these funds. effort. The W.K. Kellogg Foundation awarded a $2.6 million grant to assist community foundations in purchasing hardware and software, allowing them to integrate donor, grantmaking and accounting functions. Peter J. Christ, President of the Battle Creek Community Foundation, chaired the effort, which included six other "venture" foundations: The Kalamazoo Foundation, The Grand Rapids Foundation, The Community Foundation of Greater Flint, The Fremont Area Foundation, The Muskegon County Community Foundation, and The Community Foundation for Southeastern Michigan. The project has become a national model for collaboration in the community foundation field. Another special project began with the hiring of a consultant who is working to assess interest in establishing an upper peninsula community foundation which would address needs specific to the area. A decision will be made by mid-1994 regarding future plans for development. Michigan Community Foundations' Total Assets 600--.----- ------- 500 +---------=~--=,__ (i) ~ 400 :iii: 300 e. 200 100 0 1990 1991 1992 Assets 1993 Communittj foundation trustees and staff had an opportunity to learn effective management and grantmaking skills at CMF's tri-state "Boot Camp." 11 • Four regional training events were sponsored by the Charlevoix Community Foundation, Grand Traverse Regional Community Foundation, Saginaw Community Foundation, and Capital Region Community Foundation. • Grants totaling more than $800,000 were awarded by community foundation youth advisory committees (YAC's). The CMF Community Foundation Youth Initiative, supported by a $35 million challenge grant from the W.K. Kellogg Foundation, is continuing its work of introducing the importance of philanthropy to young people. This year, the Michigan Community Foundations' Youth Project (MYCFYP) was incorporated as a supporting organization to CMF. �The new supporting foundation's Board of Trustees is chaired by John E. Marshall, III, and is composed of: Diana V. Rodriguez Algra, Corporation for National and Community Service; G. Darrin Carde, Grand Rapids Public Schools; Timothy Jacobs, Bay Area Community Foundation; Charles A. Johnson, Lilly Endowment, Inc.; Dorothy A. Johnson, Council of Michigan Foundations; Patricia B. Johnson, Muskegon County Community Foundation; Nanette M. Keiser, Kalamazoo Foundation (ad hoc); Sunshine Morgan, Capital Region Community Foundation; James M. Richmond, Frey Foundation; Diana R. Sieger, The Grand Rapids Foundation; Maureen H. Smyth, Charles Stewart Matt Foundation; Peter P. Thurber, David M. Whitney Fund; Gordon J. Van Wylen, Holland Community Foundation. Youth Advisory Councils (YACs) are starting up all across the state, and their members enjoy meeting each other and interacting during CMF's Youth Leadership Conference. More than 220 participants attended this year's conference, "I've Got The Power," held at the Northwood Institute in Midland. Focus: CMF Library The Council of Michigan Foundations' Library, which is funded through the Community Foundation Project, is a unique collection of more than 3,500 books, serial publications, and VHS & audio tapes related to the field of philanthropy and volunteerism. CMF has been acquiring resources since its inception, and the Library is one of the largest in the Midwest focusing on philanthropic and nonprofit issues. While circulation of resources is limited to CMF Members, the public may peruse the library during CMF's business hours. Computerization of the Library is nearing completion, and CMF Members will soon be able to "dial in" to CMF' s computer system to request a topical search or to down load information. Last year, more than 800 requests for information were answered by the CMF librarian. Michigan Community Foundations' Youth Membership Growth 1200 . , . . . - - - - - - - - 1015 800 + - - - - - - - j 600+---- 1992 1993 12 March 1994 �Our Leadership The Council of Michigan Foundations is governed by a 26member Board of Trustees. These individuals, who serve without remuneration, are elected at the Annual Members' Meeting, held during the CMF Annual Conference in November. New to the CMF Board is Laura A. Davis, elected to a three-year term. In addition to the November, 1993 meeting, the CMF Board met in June, 1993 and March, 1994. Trustees John E. Marshall, III; James R. Jenkins; Leo f. Brennan, Jr.; and Donald R. Parfet seek each other's counsel during a recent CMF strategic planning session. CMF Board of Trustees and Officers Chair Leonard W. Smith President & Trustee, The Skillman Foundation Detroit Vice Chair- Community Foundations Mariam C. Noland President, Community Foundation for Southeastern Michigan Detroit Vice Chair- Private Herbert H. Dow President & Trustee, Herbert H. & Barbara C. Dow Foundation Midland President & Trustee, The Herbert H. & Grace A. Dow Foundation Treasurer Patricia B. Johnson President & Secretary, Muskegon County Community Foundation Director, Paul C. Johnson Foundation Muskegon Vice Chair- Corporate Donald A. Lindow First Vice President, NBD Bank, N.A. Detroit President, Secretary & Trustee Dorothy A. Johnson Council of Michigan Foundations Grand Haven 13 �CMF Board of Trustees (continued) Leo J. Brennan, Jr. Executive Director, Ford Motor Company Fund Dearborn Judith S. Hooker Trustee, Robert L. & Judith S. Hooker Foundation Grand Rapids Emmett D. Carson Program Officer-Philanthropy and Nonprofit Sector, Ford Foundation New .York City John E. Hopkins President, Kalamazoo Foundation Kalamazoo RobertS. Collier Executive Director, Rotary Charities of Traverse City Executive Director, Grand Traverse Regional Community Foundation Traverse City Gilbert Hudson President, Hudson-Webber Foundation Detroit Laura A. Davis Vice President-Corporate Affairs and Corporate Secretary, W.K. Kellogg Foundation Battle Creek James R. Jenkins Vice President /Secretary & General Counsel, Dow Corning Corporation Trustee, Dow Corning Foundation Midland Mary Caroline (Twink) Frey Chair & Trustee, Frey Foundation President, Nokomis Foundation Grand Rapids John E. Marshall, III President & Trustee, The Kresge Foundation Troy 14 �CMF: Connecting People, Ideas and Solutions Donald R. Parfet Executive Vice President for Administration, The Upjohn Company President & Trustee, The Upjohn Company Foundation Kalamazoo Maureen H. Smyth Vice President-Programs, Charles Stewart Mott Foundation Flint W. Calvin Patterson, III Executive Director, McGregor Fund President, Earl-Beth Foundation Detroi t Peter P. Thurber President, David M. Whitney Fund Trustee, Community Foundation for Southeastern Michigan Trustee, McGregor Fund Detroit John W. Porter Trustee, Charles Stewart Mott Foundation Flint Stephen E. Upton Chairman & Trustee, FrederickS. Upton Foundation St. Joseph James M. Richmond President, Frey Foundation Grand Rapids Kate P. Wolters Executive Director, Steelcase Foundation Grand Rapids Margaret A. (Ranny) Riecker President, Harry A. & Margaret D. Towsley Foundation Ann Arbor Trustee, The Herbert H. & Grace A. Dow Foundation Midland Advisory Cabinet Chair Russell G. Mawby Chairman & CEO, W.K. Kellogg Foundation Battle Creek 15 �il Advisory Cabinet Chair Russell G. Mawby Chairman & CEO W.K. Kellogg Foundation Elizabeth H. Binda Vice President & Trustee Guido A. & Elizabeth H. Binda Foundation Nathan B. Driggers President Harder Foundation Nancy P. Feller Associate General Counsel & Director, Legal Counsel Ford Foundation Ted L. Johnson President Emeritus The Fremont Area Foundation Antony T. Sullivan Corporate Secretary Earhart Foundation Robert A. Fisher President & Trustee Frank S. & Mollie S. VanDervoort Memorial Foundation Howard D. Kalleward _ Trustee Dorothy U. Dalton Foundation Alfred H. Taylor, Jr. Chairman The Kresge Foundation Nicholas M. Gabriel Treasurer, Director and Comptroller Ford Foundation James R. Kettler Vice President James A. Welch Foundation William V. Weatherston Director of Community Relations Michigan Consolidated Gas Company Herman F. Gertz President Herman & Irene Gertz Foundation Robert B. Miller, Sr. Chairman The Miller Foundation Peter M. Wege President The Wege Foundation Robert E. Hencey Director of Special Projects W.K. Kellogg Foundation Richard K. Rappleye Vice President & Secretary /Treasurer Charles Stewart Mott Foundation William S. White Chairman, President & CEO Charles Stewart Mott Foundation Miles Jaffe Trustee Henry E. & Consuela S. Wenger Foundation Carl F. Reitz Secretary Besser Foundation Sally J. Yerex Durzo Second Vice President NBD Trust Company of Florida Keith D. Jensen President Jensen Foundation Robert D. Sparks President Emeritus W.K. Kellogg Foundation Herbert E. Spieler Executive Director Jackson Community Foundation 16 �CMF Staff (As of April!, 1994) (Full-time) Kathryn A. Aga rd Program Director Community Foundation Project Pamela A. Bitzer Secretary I Receptionist Judy M. Ca rl Staff Associa te for Membership & Communica tions Jeri L. Fischer Staff Associate for Finance & Resources Todd M. Jacobs Program Manager Community Foundation Project Doroth y A. Johnson President Sandra G. Katt Membership Services Director Jill Mason Youth Project Manager Community Foundation Project Linda B. Pa tterson Administrative Director Jud ith A. Steudle Executive Secretary Community Foundation Project Tamara S. Ylitalo Secretary Community Founda tion Project (Part-time) Anne E. Stoll Financial Director Donnell Snite-Mersereau Editor, The Michigan Scene Gail B. Powers-Schaub Librarian Community Founda tion Project Amy Berke Executi ve Director Detroit Neurosurgical Foundation (Executive-in-Residence) Robert E. Hencey Director of Special Projects W.K. Kellogg Foundati on Lynn Black Office Administrator The Grand Rapids Foundation (Executive-in-Residence) Miguel A. Satut Vice President, The Kresge Foundation Mary E. Bradish Public Affairs Specialist Michigan Consolidated Gas Company CMF Volunteers Paul J. Brazda Partner Ernst & Young Lucy R. Allen President and CEO Saginaw Community Foundation Leo J. Brennan, Jr. Executive Director Ford Motor Company Fund Michael M. Barry Assistant Vice President Mcintyre Foundations Lee }. Brown Board President Cadillac Area Community Foundation Thomas A. Bruce Program Direc tor W.K. Kellogg Foundation Frederick Bryant Trustee Health Educa tion Foundation Richard M. Buss Economic Development Officer First of America Bank Corporation Heidi Gilmore Callen Program Officer Frey Foundation 17 �Herbert H. Dow President & Trustee The Herbert H. & Grace A. Dow Foundation President & Trustee The Herbert H. & Barbara C. Dow Foundation Stephen T. Economy Vice President-External Relations Ameritech William K. Emery Trustee Whirlpool Foundation Lynn A. Feldhouse Manager Chrysler Corporation Fund C. David Campbell Vice President - Programs Community Foundation for Southeastern MI G. Darrin Carde MSW School Social Worker Grand Rapids Public Schools Emmett D. Carson Program Officer-Philanthropy and Nonprofit Sector Ford Foundation Donald F. Chamberlin, Sr. President Gerald W. Chamberlin Foundation Rebecca A. Chapman Assistant Vice President Michigan Partnership for New Education Elizabeth Cherin Associate Director The Fremont Area Foundation Peter J. Christ President The Battle Creek Community Foundation John Colina Director Colina Foundation Ann L. Fergemann Assistant Program Officer Kalamazoo Foundation Nancy Colina Director Colina Foundation Mary D. Fisher Founder Family AIDS Network Robert S. Collier Executive Director Rotary Charities of Traverse City Executive Director Grand Tra verse Regional Community Foundation Terry N. Foster President Ann Arbor Area Community Foundation Laura A. Davis Vice President Corporate Affairs & Corporate Secretary W.K. Kellogg Foundation Laurianne Davis President The Tiscornia Foundation, Inc. Michael DeG raw President Community Heritage Foundation of Eaton Rapids Sandra Dobbins Exf'cutive Director Marshall Community Foundation 18 Marvin A. Frenkel Treasurer Meyer & Anna Prentis Family Foundation john M. Frey Trustee Frey Foundation Trustee Charlevoix Community Foundation Mary Caroline (Twink) Frey Chair & Trustee Frey Foundation President Nokomis Foundation Edward J. Frey, Jr. Vice Chairman & Trustee Frey Foundation �William W. Fritz Vice President-Finance & Treasurer W.K. Kellogg Foundation Danforth E. Holley Chairman of the Board Earl-Beth Foundation Timothy Jacobs Youth Committee Representative Bay Area Community Foundation Laura Froa ts Vice President for Finance Community Foundation of Greater Flint Judith S. Hooker Trustee Robert L. & Judith S. Hooker Foundation Mildred M. Jeffrey President Michigan Women's Foundation David A. Gardiner Senior Program Officer Kalam azoo Foundation John E. Hopkins President Kalamazoo Foundation Barbara J. Getz Senior Program Officer The Kresge Foundation Therese Y. Hougen President Hougen Foundation James R. Jenkins Vice President /Secretary & General Counsel Dow Corning Corporation Trustee Dow Corning Foundation Beth Goebel Executive Director Dyer-Ives Foundation Gilbert Hudson President Hudson-Webber Foundation Peggy Hamilton Execu ti ve Director Four County Foundation Brenda Hunt Program Officer The Battle Creek Community Foundation Joyce F. Hecht Trustee David L. & Joyce F. Hech t Foundation Kay W. Hunt Ad ministrator, Corporate Contributions Detroit Edison Patricia B. Johnson President & Secretary Muskegon County Community Foundation President Oceana County Community Foundation Trustee Paul C. Johnson Foundation Robert E. Hencey Director of Special Projects W.K. Kellogg Foundation Execu tive-in-Residence Council of Michigan Foundations David M.G. Huntington Past Executive Director Milwaukee Foundation Frank T. Judge, Jr. Civic Affairs Director Ford Motor Company (retired) Ann K. Irish President Elizabeth E. Kenned y Fund Molly Karni tz Development Director The Grand Rapids Foundation A. James Heynen Presiden t Charles Anthony Foundation Charles A. Johnson Vice President, Development Lilly Endowment, Inc. Sylvia Kaufman Trustee Kaufman Foundation Colleen D. Keas t Executive .Director Whirlpool Foundation Nanette M. Keiser Fiscal and Administra tive Officer Kalamazoo Foundation Susan L. Kelly Director, Public Affa irs Hudson's CMF: Connecting People, Ideas and Solutions 19 �David B. Kennedy President Earhart Foundation Russell G. Maw by Chairman & CEO W.K. Kellogg Foundation Stephen Nedwicki Assistant Vice President Comerica Bank C.G. King, Jr. Secretary-Board of Trustees Saginaw Community Foundation Ardath McCall Youth Coordinator Hillsdale County Community Foundation Maureen Nicholson Executive Director Petoskey-Harbor Springs Area Community Foundation Glenn F. Kossick Executive Director Metro Health Foundation Jim McCall Executive Director Hillsdale County Community Foundation Sharron Krieger Program Administrator Whirlpool Foundation James E. McKay Trustee Nokomis Foundation Toni Laidlaw Trustee Helen Laidlaw Foundation Mark A. Miller Trustee Kent County AIDS Foundation Trustee Grand Rapids Foundation-Component Fund Karen E. Lake Manager of Media Resources W.K. Kellogg Foundation Patricia LaMothe President Patricia & William LaMothe Foundation Karen Leppanen Vice President-Finance Community Foundation for Southeastern Michigan Richard Levey President The Shiffman Foundation Sunshine Morgan Youth Advisory Committee Capital Region Community Foundation E. B. Morley, Jr. President Morley Brothers Foundation Thomas B. Murphy Trustee T.B. Murphy Foundation Charitable Trust Donald A. Lindow First Vice President NBD Bank, N.A. Mariam C. Noland President Community Foundation for Southeastern Michigan Mary Olson Executive Director Capital Region Community Foundation Joel J. Orosz Program Director W.K. Kellogg Foundation Beverly M. Paisley President Bauervic-Paisley Foundation Donald R. Parfet Executive Vice President for Administration The Upjohn Company President & Trustee The Upjohn Company Foundation W. Calvin Patterson, III Executive Director McGregor Fund President Earl-Beth Foundation Lucas Pfeiffenberger Executive Director Community Foundation for Northeast Michigan Robert Long Program Director W.K. Kellogg Foundation Margaret Poole Executive Director Berrien Community Foundation Jeanette Mansour Program Officer Charles Stewart Mott Foundation John W. Porter Trustee Charles Stewart Mott Foundation John E. Marshall, III President & Trustee The Kresge Foundation 20 �Leonard W. Smith President and Trustee The Skillman Foundation Marsha Smith Director of Development Grand Traverse Regional Community Foundation Maureen H. Smyth Vice President-Programs Charles Stewart Mott Foundation John S. Snyder Vice President Comerica Incorporated-Detroit Richard St. John Public Affairs Officer Kalamazoo Foundation Carolyn Pratt Administration and Program Director The Jackson Community Foundation Marcia Rapp Program Officer The Grand Rapids Foundation Dorothy M. Reynolds President Community Foundation of Greater Flint James M. Richmond President Frey Foundation Margaret A. (Ranny) Riecker President Harry A. & Margaret D. Towsley Foundation Trustee The Herbert H. & Grace A. Dow Foundation Nancy Riekse Executive Director Grand Haven Area Community Foundation Diana V. Rodriguez Algra Director of National Service Corporation for National and Community Service Robert A. Sajdak Vice President & Senior Trust Officer Comerica Bank Judy Y. Samelson Vice President of Communications Charles Stewart Mott Foundation Miguel A. Satut Vice President The Kresge Foundation Executive-in-Residence Council of Michigan Foundations Kari Schlachtenhaufen Vice President-Programs The Skillman Foundation Greg Schupra Vice President-Donor Relations Community Foundation for Southeastern Michigan Diana R. Sieger President The Grand Rapids Foundation 21 Linda B. Strevy Office Administrator Grand Haven Area Community Foundation Ira Strumwasser CEO Michigan Health Care Education & Research Foundation Elizabeth Sullivan Senior Program Officer The Kresge Foundation David K. Swenson Executive Vice President Community Foundation of Greater Flint Duane L. Tarnacki Attorney Clark, Klein and Beaumont Robert G. Tambellini Executive Director Charlevoix County Community Foundation Debra Taylor Senior Program Officer Community Foundation of Greater Flint �Kenneth Taylor, D.O. Volunteer Coordinator Grand Traverse Regional Community Foundation Therese M. Thorn Second Vice President NBD Bank, N.A. Peter P. Thurber President David M. Whitney Fund Trustee Community Foundation for Southeastern Michigan Trustee McGregor Fund RogerTuuk Accountant/Finance Administrator The Fremont Area Foundation Elizabeth Upjohn Trustee Kalamazoo Foundation Trustee Burton & Elizabeth Upjohn Foundation Stephen E. Upton Chairman & Trustee FrederickS. Upton Foundation Ronald E. Weger Treasurer W.B. & Ca ndace Thoman Foundation Robert VanDellen Executive Director Cadillac Area Community Foundation Kate P. Wolters Executive Director Steelcase Foundation Gordon J. Van Wylen Vice President of Development Holland Community Foundation Lloyd J Yeo President Wickson-Link Memorial Foundation Vice President & Treasurer Allen E. & Marie A. Nickless Memorial Foundation Bertram W. Vermeulen Executive Director The Fremont Area Found ation Bruce Walker Communications Director Muskegon County Community Foundation Valora Washington Vice President for Programs WK. Kellogg Foundation Peter M. Wege President The Wege Foundation 22 Gregory M. Zerlaut Vice President-Finance Muskegon County Community Foundation �Council of Michigan Foundations' Members Seventeen Members joined CMF during fisca l year 1993-94. Members receive significant discounts on ed ucational programs and publications, and ca n request resources on loan from the CMF Library. Ada Christian Community in Action (Christoff Family Charitable Foundation) Dick & Betsy DeVos Foundation Addison Knigh t Fa mily Charitable & Educational Foundation Adrian Orville D. & Ruth A. Merillat Foundation Alb ion Albion Civic Foundation Allegan Allega n Foundation Alpena Besser Founda tion* Community Foundation for Northeast Michigan Ann Arbor Ann Arbor Area Community Foundation Bonisteel Foundation Domino's Foundation Earhart Foundation The ).F. Ervin Foundation* The jensen Foundation Elizabeth E. Kennedy Fund McKinley Fou nd ation Paideia Foundation Society Bank - Michigan Harry A. & Margaret D. Towsley Foundation* Auburn Hills The M.E.E.M.I.C. Foundation for the Future of Education The Pistons-Palace Foundation Battle Creek The Ba ttle Creek Community Foundation Guid o A. & Elizabeth H. Binda Foundation* Charles & jessie Brackett Memorial Scholarship Fund International Youth Foundation Kellogg Co. 25-Year Employees' Fund, Inc. Kellogg Company W.K. Kellogg Foundation* Pa tricia A. & William E. LaMothe Foundation McCurdy Memorial Scholarship Foundation, Inc. The Miller Foundation Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation Bay City Bay Area Community Foundation The Kantzler Foundation Benton Harbor Whirlpool Foundation* Beulah Masco Corporation Chari table Trust Bingham Farms Simpson Industries Fund Birmingham The Lyon Foundation, Inc. Samuel & Harold M. Shapero Founda tion The Wetsman Foundation Bloomfield Hills The Borman Fund The Gornick Fund jewish Community Founda tion Larson Family Fund* T.B. Murphy Foundation Charitable Trust The Taubman Foundation* Buchanan Buchanan Area Foundation Byron Center Lutjens Family Foundation Cadillac Cadillac Area Community Foundation Kysar Industrial Corporation Foundation Caro Claude D. & Etta Andrews Foundation William A. & Ruth janks Foundation Cass City The Pinney Foundation Cassapolis The Edward Lowe Foundation Chelsea Civic Foundation of Chelsea Coldwater Branch County Community Foundation Colon Colon Foundation Constantine Fibre-Converters Foundation, Inc. Dearborn Ford Motor Company Fund* 23 Detroit Ameritech ANR Pipeline Company Barden Com munica tions, Inc. joseph E. Beauchamp Trust Blue Cross Blue Shield of Michigan The Carls Foundation The Clarence & Grace Chamberlin Foundation Chrysler Corporation Fund* Comerica Incorporated - Detroit Community Foundation for Southeastern Michigan Glenn D. Curtis Edmore Trust Detroit Edison* Detroit Neurosurgical Fou ndation* Detroit Newspaper Agency Communities Fund The Charles DeVlieg Foundation Dickinson, Wright, Moon, Van Dusen & Freeman Gannett Communities Fund / Detroit News General Motors Foundation Gordy Foundation, Inc. The Hannan Foundation Myrtle E. & William G. Hess Charitable Trust Hudson-Webber Foundation Chaim, Fanny, Louis, Benjamin & Anne Florence Kaufman Trust Little Caesar Enterprises, Inc. McGregor Fund* B.D. & jane E. Mcintyre Foundation C.S. & Ma rion F. Mcintyre Foundation W.O. & Prudence A. Mcintyre Foundation Metro Health Foundation* Michigan Consolidated Gas Company* Michigan Health Care Education & Research Foundation* Miller, Canfield, Paddock & Stone NBD Bank, N.A.* Ernest L. Nicolay Family Foundation William & Mary Pagel Trust William Lyon Phelps Foundation Herbert & Elsa Panting Foundation The Ruffner Foundation The Karla Scherer Foundation Schwa rtz Family Foundation The Na teS. & Ruth B. Shapero Foundation The Shiffma n Foundation The Skillman Foundation* The Keith W. Tantlinger Foundation Unisys David M. Whitney Fund* Ma tilda R. Wilson Fund East Grand Rapids Sa m & jane Kravitz Foundation East jordan Charlevoix County Community Foundation Malpass Foundation �East Lansing Health Education Foundation Eaton Rapids Community Heritage Foundation of Eaton Rapids Escanaba Community Foundation of Delta County Flint Citizens Commercial & Savings Bank* Charles Stewart Harding Foundation* Community Foundation of Greater Flint Hougen Foundation* Charles Stewa rt Mott Foundation Ruth Mott Fund The James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation* Allen E. & Marie A. Nickless Memorial Foundation Fraser Raymond M. & Jane E. Cracchiolo Foundation Fremont The Fremont Area Foundation The Gerber Companies Foundation Grand Haven Grand Haven Area Community Foundation F. Martin & Dorothy A. Johnson Foundation Paul A. Johnson Foundation JSJ Foundation The Lee Foundation The Lou tit Foundation Wigginton Educational Foundation* Grand Rapids American Seating Company Amerikam Charles Anthony Foundation Autocam Corporation BOO Seidman-Grand Rapids Cook Charitable Foundation* The Richard M. & Helen DeVos Foundation The Dexter Foundation Dyer-Ives Foundation* Ernst & Young First Michigan Bank -Grand Rapids Frey Foundation* Gordon Christian Foundation Grand Bank The Grand Rapids Foundation* Grand Rapids Label Foundation Guardsman Products, Inc. David M. & Joyce F. Hecht Foundation, Inc. Robert L. & Judith S. Hooker Foundation* The Keeler Foundation Lacks Enterprises, Inc. Loeschner Enterprises, Inc. Loosemore Foundation The Meijer Foundation Michigan National Bank The Nokomis Foundation Old Kent Bank & Trust Company The Pyle Foundation The Sebastian Foundation Peter F. Secchia Foundation William & Sarah Seidman Foundation Steelcase Foundation Varnum, Riddering, Schmidt & Howlett Vogt Foundation The Wege Foundation* Witmark, Inc. Wren Foundation Greenville Greenville Area Foundation Grosse Pointe Gerald W. Chamberlin Foundation, Inc.* H.T. Ewald Foundation The Edward C. & HazelL. Stephenson Foundation Mary Thompson Founda tion Hamtramck Kowalski Sausage Charitable Trust Kalamazoo The Acme Foundation The Burdick-Thorne Foundation Dorothy U. Dalton Foundation Mignon Sherwood DeLano Foundation The Fetzer Institu te First of America - Michiga n Irving S. Gilmore Foundation, Inc.* Havirmill Foundation Kalamazoo Foundation McColl-Batts Foundation Monroe-Brown Foundation The Power Foundation A.M. Todd Company Foundation Burton H. & Elizabeth S. Upjohn Charitable Trust The Upjohn Foundation The Harold & Grace Upjohn Foundation Vicksbu rg Foundation W.E. Upjohn Institute for Employment Resea rch Lansing Amy Foundation Ca pital Region Community Foundation Delta Dental Fund Granger Found ation The Greater Lansing Foundation The Library of Michigan Foundation The Michigan Women's Foundation W.B. & Candace Thoman Foundation The john & Elizabeth Whiteley Foundation Livonia Harold & Ca rolyn Robison Foundation George M. & Mabel H. Slocum Foundation Ludington Ludington Area Foundation Hartland Heartland Foundation Hillsdale Hillsdale County Community Foundation Holland Boersma Charitable Trust Holland Community Foundation Prince Foundation The Meyer & Anna Prentis Family Foundation, Inc. Ithaca Gratiot County Community Foundation Jackson Samuel Higby Camp Foundation* City Bank & Trust Company, N.A. Consumers Power Company* The Hurst Foundation The Jackson Community Foundation 24 Manistee Manistee County Foundation Marquette Marquette Community Foundation Marshall Marshall Community Foundation Midland Allen Foundation, Inc. Barstow Foundation Chemical Bank & Trust Company The Herbert & Junia Doan Foundation The Dow Chemical Company Foundation Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation The Herbert H. & Grace A. Dow Foundation* The Rollin M. Gerstacker Foundation Midland Foundation Elsa U. Pardee Foundation The Charles J. Strosacker Foundation �Milford Bauervic-Paisley Foundation Rockford Wolverine World Wide Foundation Tecumseh Allen H. & Nydia Meyers Foundation, Inc. Monroe Herman & Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Auto Equipment Foundation Trust Communi ty Foundation of Monroe County Romeo Four County Foundation* Traverse City Les & Anne Biederman Foundation, Inc. Grand Traverse Regional Community Foundation Rotary Charities of Traverse City Mt. Pleasant Mt. Pleasant Area Community Foundation Muskegon Esco Company Limited Partnership Pau l C. Johnson Foundation Kaufman Foundation Muskegon County Community Foundation* Amos Nordman Charitable Trust Scott Paper Company Foundation SPX Foundation Niles Edward F. & Irma Hunter Foundation St. Denys Foundation Northport Leelanau Township Foundation, Inc. Novi Americana Foundation Okemos Talbert & Leota Abrams Foundation* Doris j. Giddey Trust Frank S. & Mollie S. VanDervoort Memorial Foundation Orchard Lake Fisher-Insley Foundation Saginaw Arnold & Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael jeffers Memorial Fund Lurie-Polasky Foundation Francis Goll Mills Fund Morley Brothers Foundation Saginaw Community Foundation Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memoria l Foundation Shelby Township These Colors Don't Run Foundation South Haven Citizens Trust & Savings Bank Southfield Allied-Signal Automotive AT&T The Harris Foundation The Clarence & jack Himmel Foundation* International Business Machines The Trico Foundation St. Clair Shores Earl-Beth Foundation* George R. & Elise M. Fink Foundation Owosso Cook Family Foundation Shiawassee Foundation* St. Joseph Berrien Community Foundation, Inc. Peoples State Bank The Tiscornia Foundation, Inc.* FrederickS. Upton Foundation Parma Michigan Automotive Compressor, Inc. Sterling Heights General Dynamics Land Systems Division Petoskey Petoskey-Harbor Springs Area Community Foundation Sturgis Sturgis Foundation Pontiac Detroit Lions, Inc. Port Huron Community Foundation of St. Clair County Rochester The Preede Foundation Greater Rochester Area Community Foundation Suttons Bay Charles M. Bauervic Foundation, Inc. Tawas City Helen Laidlaw Foundation Taylor Colina Foundation* Alex & Marie Manoogian Found ation 25 Troy james & Lynelle Holden Fund Kmart Corporation The Kresge Foundation Louise Tuller Miller Trust Wayne The Hayden Foundation West Bloomfield Isadore & Beryl Winkelman Foundation Zeeland The Batts Foundation Herman Miller, Inc. Zeeland Community Foundation California Mervyn's Florida Donald B. Birtwistle Foundation* Harder Foundation May Mitchell Royal Foundation Indiana GTE Telephone Operations- Michigan Massachusetts Erickson Foundation The Iacocca Foundation New York Ford Foundation Virginia RjK Foundation *In 1993-94,44 members contributed additional support to CMF for special projects, as well as their regular membership fees. �Report of Independent Auditors COMBINED STATEMENTS OF ACTIVITY AND CHANGES IN FUND BAlANCES Year ended March 31. 1994 Supporting The Board of Trustees Council of Michigan Foundations We have audited the accompanying combined balance sheet of the Council of Michigan Foundations and supporting organizations as of March 31, 1994, and the related combined statement of activity and changes in fund balances the year then ended. These financial statements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audit. We have previously audited and reported upon the March 31, 1993 financial statements which are included in summary form for comparative information. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the combined financial position of the Council of Michigan Foundations and supporting organizations at March 31, 1994, and the combined results of their operations for the year then ended in conformity with generally accepted accounting principles. ~-~n April19, 1994 Unrestricted Restricted Michigan Community Foundations' Youth Project $1 ,796,556 $216,318 SUPPORT AND REVENUES Support-grants Revenues: $ 704,681 Contributions 240,471 Conferences 21 ,568 Workshops 28,490 Publications 16,870 3,207 Investment income and other 12,377 24,319 301 1,002,889 1,845,650 216,619 1'155,458 165,533 133,681 372,865 67,412 245,560 37,270 217,803 45,927 TOTAL SUPPORT AND REVENUES EXPENSES Grants Salaries, taxes and benefits Contracted services Conferences Workshops 25,181 23,128 Printing and publications 51 ,937 28,092 Meetings and travel 29,534 46,014 Telephone and postage 29,402 26,585 29,696 Scholarship activities 3,067 1,084 Occupancy (Note A) 51,948 7,164 General supplies Equipment lease and maintenance 27,596 18,712 Books and subscriptions 7,978 3,794 Insurance 6,163 1,938 Depreciation 45,711 802 3,837 Other Fund for the 90s 50 ,341 TOTAL EXPENSES _ _ 990,775 1,799,487 170,951 12,114 46,163 45,668 Support and revenues over expenses 416,889 Fund balances at beginning of year 103,831 Other transfers Fund balances at year end $ 532,834 (45,668) (46,163) $ -0- $ See accompanying notes to combined financial statements. Council of Michigan Foundations and Supporting Organizations Notes to Combined Financial Statements March 31, 1994 and 1993 Note A-Summary of Significant Accounting Policies Statement Presentation: The accompanying combined financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on.the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into four fund groups. Unrestricted Funds are used to account for transactions related to unrestricted gifts and contributions over which the Board of Trustees has full control as to use in pursuing any of the purposes of the Council of Michigan Foundations (the Council). Restricted Funds are used to account for donorrestricted grants and contributions. Revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended funds have been recorded as deferred revenue in the accompanying balance sheets. Supporting Organization Funds 26 -0- , �ments of the Council have been prepared on a combined basis to include its affiliated supporting organizations because the Council's Board of Trustees exercises significant control over these organizations through the appointment of board members for each of these organizations. Organizations Short-Term Investments: Short-term ~nvestments consist of money market funds that are carried at fair market value, which equals cost. Totals Michigan AIDS Fund William W. Allen Endowment Fund Year ended March 31 1994 1993 $598,898 $2,611 ,772 $1,615,880 704,681 605,598 240,471 200,021 50 ,058 25,971 20,077 19,357 618,255 540,120 44,699 2,491 _c7,;:o9•c:c660::.9~ 3,686,447 2,572 ,061 1,829,259 1,013,000 538,398 561,317 394,941 211,557 263,730 230,910 50,800 42,991 80,029 122,616 9,342 84,890 89,555 5,050 61,037 56 ,113 4,553 Contributed Rent: The Council leases office space at amounts ($21,800 in 1994 and $19,900 in 1993) less than estimated fair rental value. The difference between the estimated fair rental value of the office space and total occupancy costs is approximately $38,100 in 1994 ($37,300 in 1993) which is recognized as a contribution and occupancy expense in the accompanying combined financial statements. 44,922 $ 3,034 __ _ _ _~5,:::, 9,:::.: 38:,-: 8 _____ _ $3,034 Furniture and Equipment: Furniture and equipment are stated at estimated market value at the date donated or at cost, if purchased. Depreciation is computed by the straight-line method over the estimated useful lives of the assets. 29,696 11,948 4,151 23,033 Reclassifications: Certain amounts reported in the 1993 financial statements have been reclassified to conform with the 1994 presentation. Note B-Fund Purposes Unrestricted Funds: Amounts classified as unrestricted funds include revenues and expenses related to the administrative and service activities of the Council. Re~?tricted Funds: Amounts classified as restricted funds pertain to programs supported by grants and contributions for restricted purposes as described below. 59,1 12 57,240 50,861 45,894 11,772 24 ,827 Matt Technical Assistance Fund: The purpose of the fund is to record 8,101 6,387 45,711 35,307 revenues and expenses related to providing technical assistance to Michigan community foundations. The Council received a threeyear grant totaling $350,000 from the Charles Stewart Mott Foundation. The Council expects to receive the final payment under this award of $100,000 during fiscal year 1995. 4,639 50,341 24,127 3,567,468 2,556,822 3,034 118,979 15,239 70,756 487,645 472,406 - -·- ~~ 606,255 12,000 $ 606,624 $ Kellogg Youth Fund I : The purposeof the fund is to record the receipt and disbursement of grant monies related to the Michigan Community Foundation Youth Project I (Youth Project 1). The Youth Project I was aimed at encouraging youth development in local communities while strengthening community foundation leadership and grant-making capacity. The Council acts as administrator of the grant, with all grant monies received from theW. K. Kellogg Foundation being distributed to community foundation members under conditions defined by the grant agreement. Investment income earned on assets of this fund are available for operating purposes at the discretion of the Board of Trustees of the Council of Michigan Foundations. The Youth Fund I program was completed during fiscal1994 with final distributions being made to qualifying community foundations. $ are used to account for the activity of two supporting organizations formed during fiscal1994. The supporting organizations are funded by donor-restricted grants, gifts and contributions. Grant revenue restricted by outside sources is recognized to the extent related expenses are incurred. The unexpended grant funds have been recorded as deferred revenue in the accompanying balance sheets. The Endowment Fund is used to account for a gift established with the intent that only the earnings thereon be expended for stated purposes. Kellogg Youth Fund II: The purpose of the fund is to record the receipt and disbursement of grant monies related to the Michigan Community Foundations' Youth Project II, which is a continuation of the Youth Project I. The Council received payments of $1,000,000 in 1994 and 1993 from theW. K. Kellogg Foundation. These payments represent a portion of theW. K. Kellogg Foundation's total $35,000,000 project. Investment income earned on assets of this fund is available for operating purposes at the discretion of the Board of Trustees of the Council. Supporting Organizations During fiscal 1994, the Michigan AIDS Fund and the Michigan Community Foundations' Youth Project became supporting organizations to the Council under the provisions of Section 509(a)(3) of the Internal Revenue Code. The accompanying financial state27 �I II Council of Michigan Foundations and Supporting Organizations Combined Balance Sheets March 31 March 31 1994 1994 1993 Assets Unrestricted funds Cash Short-term investments $ Due from restricted funds 4,282 252,228 256 ,510 $ 437,872 212 ,316 225,556 580,213 39,146 $ 16,010,966 $16,050,112 Endowment fund Investments TOTAL ASSETS-All FUNDS $ Unrestricted funds Deferred revenue 2,148 281 ,918 284,066 $ 73,790 $16,704,115 300,440 167,617 132,823 $ 416,889 Restricted funds and supporting organizations Amounts due to member organizations Accounts payable Due to unrestricted funds Deferred revenue (Note B) Kellogg Youth Project I Kellogg Youth Project II Michigan AIDS Fund Michigan Community Foundations' Youth Project Other 9,243 $ 1,530,807 $1,540,050 $ $ Fund balances General operating Net investment in furniture and equipment 98,147 Furniture and equipment Less allowances for depreciation Restricted funds and supporting organizations Cash Short-term investments 1993 liabilities and fund balances Endowment fund Fund balance 70,756 Total liabilities and fund balances-all funds $2,027,695 47 ,379 307,278 225,556 532,834 $ 284,066 132,823 416 ,889 $ 580,213 $ 416 ,889 $ 131 ,713 $ 9,243 98,147 300,000 680 ,11 3 543,859 313,558 843,425 14,663 ,269 $16,050,112 6 835 $1 ,540,050 $ $ 73,790 $16,704,115 70,756 $2 ,027,695 - See accompanying notes to combined financial statements. thropy in federal and state legislative and regulatory matters. The endowment was established with restricted contributions from the member foundations of the Council given in honor of a former Council Board member who was also the first Government Relations Chairman. The principal amount is nonexpendable with the investment income used for the stated purpose of this fund. Supporting Organizations Michigan Community Foundations' Youth Project: During fiscal 1994, the Council formed a supporting organization for the purpose of completing the Kellogg II project. The Michigan Community Foundations' Youth Project was incorporated on November 24, 1993 and has a separate Board of Trustees to oversee the grant-making activities of this project. TheW. K. Kellogg Foundation transferred approximately $15,000,000 to the supporting organization at the end of fiscal1994 . The supporting organization will receive approximately $4,500,000 in fiscal1995 completing the transfer of funds committed by theW. K. Kellogg Foundation to this initiative for complete administration of the project and grant-making activities. The Board of Trustees of the Michigan Community Foundations' Youth Project is appointed by the Council's Board of Trustees. Note C-Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(1) and 170(b)(l)(A)(vi) of the Internal Revenue Code. Consequently, the Council is exempt from federal income tax and certain excise taxes imposed on private foundations. The Internal Revenue Service has also ruled that the two supporting organizations, The Michigan Community Foundations' Youth Project and the Michigan AIDS Fund, are exempt from federal income tax and certain excise taxes imposed on private foundations as specified under the provisions of Section 509(a)(3) of the Internal Revenue Code. Michigan AIDS Fund : The Council formed a supporting organization during fiscal1994 for the purpose of managing and administrating revenues and expenses of a collaborative funding grant program previously administered by the Council which acts as a vehicle for Council members and others to cooperatively fund AIDS-related projects in Michigan. The supporting organization has a separate Board of Trustees to oversee the growing activities of this program. The Board of Trustees of the Michigan AIDS Fund is appointed by the Council's Board of Trustees. Note D-Commitment As a result of expanded programming, the Council entered into an agreement in principle to purchase additional office space at its current location. Subsequent to March 31, 1994, a purchase agreement was signed committing the Council to pay $325,000 upon closing. The Council expects to take possession of the office space in June 1994. The facility will be financed entirely by unrestricted investment earnings on Michigan Community Foundations' Youth Project funds. William W. Allen Endowment Fund The purpose of the fund is to record revenues and expenses directed toward furthering the understanding of private philan- 28 �In tfie {ana of Progress, I tfeas are tfie coin of tfie reafm. -'!(,'E. Cheney CMF: Connecting People, Ideas and Solutions Legal services provided by: Clark, Klein & Beaumont, Detroit Produced by: Robert E. Hencey and Owen Rossman Slocum Written by: Judy M. Carl and Donnell Snite-Mersereau �Council of Michigan Foundations Suite 3 One South Harbor Avenue P.O. Box599 Grand Haven, MI 49417 Phone: (616) 842-7080 FAX: (616) 842-1760 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1993_AR_1993-1994 Title A name given to the resource Council of Michigan Foundations Annual Report 1993-1994 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1993-1994. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49999 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1993/1994 https://digitalcollections.library.gvsu.edu/files/original/a64a25375e95d9db3eb98e8d0965d841.pdf bc507ddfc9715ca28eb428e85f3f693d PDF Text Text .._ Council of Michigan Foundations 1994-95 ANNUAL REPORT �MISSION STATEMENT The Council of Michigan Foundations is an association of foundations and corporations which make grants for charitable purposes. As a membership organization, our mission is to enhance, to improve, and to increase philanthropy in Michigan. CMF's Mission Statement was revised during 1994 to reaffirm the donor membership nature of the Council of Michigan Foundations. Grantmakers are our principal constituency and primary source of support. The Statement also recognizes that CMF Members come primarily from those who make grants in the State of Michigan. Our mission "to enhance" and "to improve" philanthropy declares that we will both advocate for and educate about practices and policies affecting philanthropy. Our mission "to increase" philanthropy , means that we will undertake efforts to increase charitable resources in the state, primarily through the growth and creation of family foundations, community foundations, and corporate giving programs. ABOUT THE COUNCIL OF MICHIGAN FOUNDATIONS CMF began in 1973 and was incorporated in 1975. We are affiliated with the Council on Foundations and 23 other regional associations of grantmakers throughout the country. Serving Members is CMF' s primary focus. , However, other constituencies are provided assistance as they relate to CMF's Purposes. These include all other Michigan foundations and corporate grantmakers, state and national government representatives, the media, grantees, the national and regional grantmaking community, and the general public. To echo the recurring response that CMF should be a proactive leadership organization, a new Purpose was approved by the CMF Board and added to the existing statement. CMF's sixth Purpose-LEADwill be met by sponsoring educational programs on selected subjects; giving visibility to grantmaking activity; becoming a clearinghouse for activities by grantmakers across the country; seeking links with state organizations to provide increased information to the grantmaking community; and supporting and facilitating the collaboration of funders with information or by establishing supporting organizations such as the Michigan AIDS Fund (MAF) and the Michigan Community Foundation Youth Project (MCFYP). CMF's six purposes are: Network-To provide the means for regular sharing of ideas, experiences, and expertise among grantmakers. Advocate_:_To represent Michigan grantmakers' interests and concerns with local, state, and national governments. Increase-To increase the grantmaking resources of foundations and corporations in Michigan. Educate-To provide Michigan grantmakers with educational resources, information, and services in order to enhance and improve philanthropy. Promote-To inform the public of the importance of contributions of Michigan grantmakers to the citizens of the state and society-at-large. Lead-To exercise leadership through facilitating members' responses to needs in the state. Lead~Network OUR PURPOSES In October 1993, CMF's Future Planning Coinmittee distributed over 1,000 questionnaires tO Membersincluding donors, trustees and staff-asking that they share their opinion about each CMF Purpose, and that they assess CMF' s Member services and identify possible future programs and activities. The survey provided valuable insight into our Members' views concerning the future of CMF. fJ Promote ~ ~ CMF Purposes Advocate t1 Educate~Increase �MESSAGE TO CMF MEMBERS Dear CMF Members: If what transpired last year can serve as an indicator of what lies ahead, the Council of Michigan Foundations' future will be bright and exciting. -There are more Michigan foundations. • 54 new foundations were created last year, bringing Michigan's total to 1,198. -~here are more corporate giving programs of all s1zes. • More corporations are noting the value of corporate philanthropy to their shareholders and their bottom lines. -There are more dollars for grants. • Grantmaking is up 15% or nearly $100,000,000. -There are more volunteers. • At CMF, the number has increased to more than 400 volunteers. • The number of youth participating with Community Foundation Advisory Committees has grown to 1,200. • Grant r~cipien~s rep~rt their grants are having greater 1mpact m theu communities. -And within CMF • 80 trainings have been held; • 17 new publications were published; • on average, CMF received 30 requests a day for information; • the office has expanded its physical space; and • the staff has further diversified. In 1973, when the first CMF Conference was held, the grantmaking community represented only great r:eeds a~d high hopes. Twenty-one years later the evidence 1s clear that by working together we can ach~eve good things for the people of Michigan. Everything CMF has been able to accomplish relates to the commitment and involvement of our membership. You may recall reading as a young child, "Through the Looking Glass," by Lewis Carroll. In the s~o:Y, the Good Queen tells Alice something that is nd1culous, and Alice replies, "But that's impossible." The Good Queen says, "Well, of course it's The Council of Michigan Foundations' Board of Trustees impossible. I always believe in impossible things. I make it a point to believe in one impossible thing before breakfast every day." That is just what the CMF Members, Board, and staff have d~ne - "believed in impossible things"and good thmgs have been accomplished. CMF is now in the beginning stages of a challenging FiveYear Strategic Plan, and the CMF trustees and staff are confident that the revitalized mission, goals, and values, will help CMF continue to meet the challenges of the future and to provide all Michigan grantmakers with the best possible service. It is exciting to think of what lies ahead for Michigan philanthropy. Herbert H. Dow Chairman Dorothy A. Johnson President and Trustee 1 �NETWORK To provide the means for regular sharing of ideas, experiences and other communication among grantmakers • CMF's 22nd Annual Conference, 'The Magic of Community," offered the 791 grantmakers in attendance a total of 113 speakers and 33 sessions from which to choose. • 40 new Members were approved. Membership totaled 340 at fiscal year-end. • The CMF Annual Regional Members' Meeting provided an opportunity for 75 Members from the Midland/Bay City /Saginaw area to meet the CMF Board of Trustees and discuss issues of concern. • CMF staff assisted in coordinating ten meetings of the Detroit Area Grantmakers group, four meetings of the Greater Grand Rapids Donors Forum, and three meetings of the Michigan Women in Philanthropy interest group. • A new service, Members' Briefings, was initiated to help Members effectively convene meetings on grantmaking topics. • CMF cosponsored five major educational opportunities: * 12th Annual Michigan Corporate Grantmakers' Workshop *Youth Leadership Conference * Grantmakers/Grantseekers Conference * Michigan Conference on AIDS * Child Care Conference (Details for each of these can be found under the CMF Purpose of "Increase") CMF Trustee Margaret T. Smith talks with Dave Thomas, Founder of Wendy's International. Thomas was a guest speaker at CMF's 22nd Annual Conference. 2 • 85% of CMF' s 340 Members received a personal visit or phone call in response to a question or need. On average, CMF responds to 75 requests from members for information each week. • More than 4,000 news articles from Michigan's newspapers were clipped and a copy forwarded to the featured CMF Member. Throughout the year, CMF offers a variety of gatherings for Members and Michigan grantmakers to meet with each other and discuss topics of interest. On June 9, 1994, officers, trustees, and staff of CMF Member organizations from the Midland/Bay City /Saginaw area met with the CMF Board of Trustees at the home of Trustee Margaret A. (Ranny) Riecker and John, her husband, for CMF's Annual "Regional Members' Meeting." The evening event was attended by 75 individuals who enjoyed conversing with their fellow grantmakers, dinner, and an informal program honoring outgoing CMF chair, Leonard W. Smith. - The planning and execution of educational programming for CMF' s 22nd Annual Conference, 'The Magic of Community," was led by Valora Washington of the W.K. Kellogg Foundation, who chaired a 25member Program Planning Committee. When the three-day Conference opened on November 2,1994, more than 790 grantmakers had registered for the event. Numerous opportunities to learn, upgrade and review grantmaking skills were offered, as well as ample time to network w ith colleagues and to peruse publications and videos displayed in the "Gathering Place" by fellow CMF Members. The cast of speakers who shared their knowledge with participants numbered 113, came from across the nation, and included the well-known personalities of Sara Melendez, John A. Edie, Johnnetta B. Cole, H . Peter Karoff, Neal Shine, Dennis Archer, and R. David Thomas. In total, 33 sessions were held, as well as several host events highlighting local talent and sites in the Conference host city of Dearborn. Serving as cochairs of the 34-member Host Committee were Leo J. Brennan, Jr. of the Ford Motor Company Fund, and Barbara C. VanDusen of the Community Foundation for Southeastern Michigan. Max M. Fisher, chairman of the Max M. and Ma~orie S. Fisher Foundation, was named honorary conference chair. �Current Membership Composition 75 Corporate Giving Programs/Foundations 53 Community Foundations \ ----- ~ ~ Dorothy Johnson greets Max Fisher, honorary chair of CMF's 22nd Annual Conference. 1994 will be remembered as the year a record number of new Members joined CMF. After approving 40 applications, CMF closed the fiscal year with 340 Members. Requests for information continued on an upward trend. On average, 75 requests for information per week were processed through the CMF office. To ensure Members receive full and prompt response to inquiries, CMF staff continues to computerize all in-house resource materials, including books, periodicals and video cassette collections. More information on Information Services is shared under the CMF Purpose of "Increase." A new service for Members, Members' Briefings, was established where CMF staff provides publicity and logistical support for any CMF Member wishing to coordinate a meeting on a grantmaking topic. Our 40 New Members The Wilkinson Foundation The Morey Foundation Price-Waterhouse The Michigan Native American Foundation Huron County Community Foundation Chris-Tina Foundation Robert and Jeanine Dagenais Foundation The Mary Carmel & Thomas P. Borders Tapestry Foundation Osceola Community Foundation Coopersville Area Foundation Otsego County Community Foundation Douglas L. & Maria P. DeVos Foundation 64 Independent Foundations / 18 Community Foundation Affiliates 121 Private Charities Growth of CMF Membership "'c: 350 .S! ~ .!:! c: 300 ~ 0 250 ell -= .:: - 200 ..ll: ell cE ~ c.:l 150 100 0 ~ .c E z 50 :::1 1972 Max M. & Marjorie S. Fisher Foundation W.B. McCardell Family Foundation Hilda E. Bretzlaff Foundation Library of Michigan Foundation Hudsonville Community Foundation Ionia County Community Foundation Wyoming Community Foundation Anna R. Pipp Foundation The Young Foundation Dickinson County Area Community Foundation Rotary District 6360 Foundation HealthPlus of Michigan Negaunee Community Fund Ishpeming Community Fund Schoolcraft County Community Foundation 1977 1982 1987 1992 1995 Porter Foundation Ontonagon County Community Foundation Athens Community Foundation Homer Area Community Foundation Community Foundation for Livingston County Clio Fund Fenton Fund Grand Blanc Fund Bedford Community Foundation Big Rapids Area Community Foundation Lake County Community Foundation Oceana County Community Foundation Baraga County Community Foundation 3 �ADVOCATE To represent Michigan grantmakers' interests and concerns with local, state and national governments • CMF successfully removed the $3 million cap on the Michigan Community Foundation Tax Credit by obtaining Governor Engler's approval. • CMF sponsored a Capitol Hill Washington Visit in February, 1995, in which eleven CMF staff and Members traveled to Washington, D.C. to inform the Michigan Congressional Delegation of philanthropic programs and grantmaker concerns. • CMF gained support from ten Michigan congressmen for HR733-a bill involving the donation of publicly-traded stock to private foundations, and HR734-which allows private and community foundations to establish a tax-exempt common investment fund. • The biennial Legislative Seminar for Michigan legislators and their aides was held. • Liaison with state groups continues. CMF staff serve on committees and boards of organizations such as the Michigan Community Service Commission, Michigan Nonprofit Forum, and Michigan CARES. • CMF continues its legislative effort as directed by the current Legislative Goal Statement. Governor Engler signed an amended Michigan Community Foundation Tax Credit into law July 5, 1994, removing the $3 million cap required in previous legislation. The tax credit amendments were the result of CMF's Tax Committee and Government Relations Committee, and community, private and corporate foundations and giving programs across the state working together to increase philanthropic giving. CMF was instrumental in creating the original tax credit in 1988 to encourage gifts to community foundations. 4 The Council's legislative seminar was held in Lansing in March. It brought together state legislators, their aides, and CMF Trustees, staff and Members in an information exchange. On February 1, 1995, a delegation of eleven CMF representatives went to Washington, DC to meet with Michigan legislators and share information on Michigan's philanthropic activity. The event, dubbed the "Washington Visit," occurs yearly, at which time Congressmen are 1) updated on the benefits of Michigan foundations and corporate giving programs, 2) given a printout indicating all foundations in their district, as well as a complimentary copy of The Michigan Foundation Directory, and 3) their support is requested for legislation important to grantmakers. This year, cosponsorship of two important tax bills was sought: HR 733 and HR 734. �The annual "Washington Visit" allowed for representatives of Michigan's philanthropic community to discuss issues with the State's congressional office holders. The response to our request was impressive: ten Michigan Congressmen agreed to cosponsor HR 733; and eleven congressmen are cosponsoring HR 734. A complimentary grantsmanship seminar for legislators and their aides, "Foundation and Corporation Grants: Helping Your Constituents Find Resources," was held March 28, 1995 at the Lansing Center. Approximately 70 individuals were in attendance at this biennial seminar that is funded by CMF's W.W. Allen Fund. This year, six CMF Members presented information and answered questions posed by the legislators and their aides. One participant from each legislative office received a complimentary copy of The Michigan Foundation Directory, 9th edition. 5 �INCREASE To increase the grantmaking resources of foundations and corporations in Michigan • CMF published So You Want to Give? and distributed it complimentary to donors and their advisors. 'iestenladoda11 IH\I\IU'(.Wl"\"'r..\1'111l-\fi0\IIJR \I • A new fund was created: the Russell G. Mawby Fund to Improve and Increase Philanthropy. • Yesterday, Today and Tomorrow was published to report on the CMF Improving Philanthropy Committee's findings regarding Michigan's educational institutions and the presence of philanthropic/ volunteerism courses. • A CMF Detroit office was established to serve CMF's many southeastern Michigan Members. • An Internship Program was established, offering college students an opportunity to learn more about Michigan philanthropy, while at the same time providing assistance to Michigan grantmakers in carrying out the grantmaking process. • More than 40 Michigan foundations and corporate grantmakers are using the CMF-developed Common Grant Application Form. A new product of CMF' s Increasing Philanthropy Program, So You Want to Give?, was distributed complimentary to all CMF Members, as well as to several attorneys, accountants, and trust officers throughout the State of Michigan. The booklet will be a useful tool for these individuals when explaining the major options for giving that are available to Michigan donors. In total, 1,000 copies of the 11-page booklet were distributed. When the Improving Philanthropy Committee of CMF was formed in 1987, no Michigan college or university had a comprehensive program related to the interests of the nonprofit sector. Today, 27 Michigan institutions of higher education are offering classes or curricula in philanthropy and volunteerism. To summarize and share the progress made over the past seven years, CMF released a new publication: Yesterday, Today and Tomorrow. All CMF Members received a complimentary copy. The idea of a common application form to simplify the grantrnaking review process has caught on 6 in Michigan, thanks to the work of several CMF Members who volunteered their time to make suggestions and audit several drafts of the form. CMF staff provided assistance in designing and implementing the user-friendly Common Grant Application Form, which meets the needs of a variety of grantmakers. To date, 43 Michigan grantrnaking organizations are accepting the Form from grantseekers. Fifty university representatives were contacted by letter and flyer to notify them of CMF' s new Internship Program. To date, students are involved in the work of seven CMF Members participating in the program: Community Foundation for Southeastern Michigan, Detroit Edison, Frey Foundation, W.K. Kellogg Foundation, The Kresge Foundation, McGregor Fund, and the Muskegon County Community Foundation. An important element of the CMF program that differentiates it from other internships is a series of CMF seminars designed for the students. The seminars foster a broad picture of the field of philanthropy and afford the students an opportunity to network with peers. In order to provide CMF Members in Wayne, Oakland and Macomb counties with greater accessibility to services, CMF acquired office space in Detroit and staffed the office with a volunteer Consultant-in-Residence. The consultant works to promote philanthropic networks, provides one-onone assistance to Members, and helps to coordinate CMF's Detroit area educational programming. �Russell G. Mawby Fund to Improve and Increase Philanthropy During 1994, Dr. Russell G. Mawby, chairman and CEO of the W.K. Kellogg Foundation, announced his plans for retirement in 1995. Dr. Mawby is the founder of the Council of Michigan Foundations, served as its first Chair in 1972, and continues his involvement in CMF today as Advisory Cabinet chair and chair of CMF's Improving Philanthropy and Increasing Philanthropy committees. In honor of Dr. Mawby's outstanding commitment to philanthropy, the CMF Board of Trustees has established the Russell G. Mawby Fund to Improve and Increase Philanthropy. The Fund will be used to continue and expand CMF's efforts to enhance philanthropy and to increase charitable resources in Michigan. To date, the Fund is supported by 58 CMF Members. P RIVATE: F AMILY & Ruth Mawby, Herb Dow (CMF Board Chairman), and Russ Mawby acknowledge the philanthropic Fund established in Mawby's name upon his retirement as CEO of the W.K. Kellogg Foundation. The apple symbolize~ planting the seeds of giving and volunteering throughoutMichigan communities. I NDEPENDENT FOUNDATION PROGRAMS • The CMF 22nd Annual Conference offered three specialized family foundation programs and a Family Foundation Roundtable Breakfast. • Approximately 55 consultations were accommodated for family foundation grantmakers during the year-including requests for information, specialized management requests, and assistance in starting new foundations. • Preparing the Next Generations and Family Foundation Management Audit were produced and distributed complimentary to family foundation grantmakers in Michigan. • Eleven family foundations became CMF Members during the year. In total, 40 new Members of all membership categories were accepted. • Family FAX, a new CMF newsletter developed specifically to address the needs of family foundation grantmakers, premiered during Spring 1994 and dealt with topics of finance and investments. • Two "Roundtable" meetings were held during the 22nd Annual Conference: Program Officers' Roundtable on evaluation was attended by 100 individuals; and the Scholarship Roundtable was attended by 50 individuals. • An audience of 40 CEOs and program officers attended "Leadership and the Professions." • The "Improving the Grant Proposal Process" workshop offered 100 grantseekers the opportunity to meet one-on-one and review grant proposals with 15 grantmakers. Although family foundations and independent foundations are often considered to be very similar and are many times spoken about in the context of 7 �f"l "private foundations," their needs vary. CMF programming has been structured to meet these different needs. Most frequently, family foundations are small, unstaffed organizations which strongly reflect the personal values and group dynamics of the donor's family and heirs. Identifying and articulating interests that are assumed to be intuitively known, finding time to administer an effective grantrnaking program within a fully-engaged business schedule, supporting leadership in younger family members, and dealing with personal relationships in a business setting, are some of the issues which surface for these groups that are absent in other foundation settings. Services provided by CMF' s Family Foundation Program that are welcomed in addressing these unique circumstances include personalized technical assistance, publications and meetings which concentrate on topics of peer interests. Family foundation Members received a complimentary copy of two new CMF publications: Preparing the Next Generations-a workbook of practical ideas and activities to foster intergenerational involvement in family foundations; and Family Foundation Management Audit-a study of midsize family foundation management practices. The needs of Michigan's independent foundations are being met through a new, formalized program which is overseen by the CMF Independent Foundation Committee. Committee members are currently in the process of identifying and developing educational and networking opportunities for "Roundtable" meetings for family foundation grantmakers were held during the Annual Conference to discuss topics of mutual interest. 8 .l .,., I l ,. t ,.., family Fou ndatioJV.. Management Audit / CMF's 64 independent foundation Members. A unique event offered during the program's first year was a CMF seminar, "Leadership and the Professions," that intellectually challenged participants by using literature to discuss leadership issues. CMF independent foundation Members range from the largest foundation in the U.S. (the Ford Foundation with assets of nearly $7 billion) to foundations with assets of approximately $90,000. Of all membership classifications, independent foundations employ the most staff: 466 individuals consisting of CEOs, program and financial officers. CMF provides technical assistance on an as-needed basis and has increased its effort to share information about independent foundations by regularly highlighting their programs and services in The Michigan Scene and the Memo to Members. Several Michigan independent foundations are founding organizations of CMF, including the W.K. Kellogg, Kresge, Hudson-Webber, and Charles Stewart Mott Foundations, as well as the McGregor Fund. �CORPORATE: FOUNDATION & CORPORATE GIVING PROGRAM • Sixty corporate grantmakers attended the 12th Annual Michigan Corporate Grantmaker Workshop, "The Information Superhighway: What Grantmakers Need to Know," cosponsored by CMF. • 16 corporations received individualized planning and technical consultations. • More than 75 corporate grantmakers attended three technical and topical corporate sessions during the CMF 22nd Annual Conference. The Corporate Giving Newsletter provides an excellent opportunity for Michigan corporate representatives to share information among community leaders about their corporate giving programs, as well as to obtain information about new grantmaking strategies. Articles placed in Michigan's key business publications serve to raise the level of awareness of corporate leaders about the need for and benefits of corporate philanthropy. Therefore, CMF staff remain instrumental in obtaining articles from Members to enhance the issue of Michigan Forward magazine which is dedicated to corporate philanthropy. This marks CMF's fifth year in coauthoring the edition. • CMF staff assisted the Michigan State Chamber of Commerce with the development of articles for the May edition of Michigan Forward. • More than 30 requests each week for information on establishing a corporate foundation or corporate giving program, organizing a matching gift program, or seeking technical assistance on a corporate-related grantmaking topic were answered each week. • During the year, more than 1,300 articles have appeared in newspapers across the state highlighting the activities of CMF' s corporate Members. The Corporate Giving Program, which CMF began in November 1989, was established to encourage the formation of new corporate foundations and corporate giving programs, and to enhance the efficiency and effectiveness of existing giving programs in Michigan. In meeting this objective, CMF staff coordinate several meetings and training sessions to assist corporate representatives with development and implementation of giving programs. The Corporate Grantmakers Workshop was held December 2,1994 at Ford Motor Company World Headquarters with 60 individuals in attendance. Sessions at the 22nd Annual Conference that were designed for corporate grantmakers included: "America's Search for Heroes," "United Way in the Competitive Environment," and "How Can Giving Away Money Be Unethical?" Participants exchanged ideas at the 12th Annual Michigan Corporate Grantmakers' Conference, "The Information Superhighway and What Grantmakers Need to Know." The conference was hosted at Ford Motor Company World Headquarters in Dearborn. COMMUNITY Beyond the services provided by the CMF Community Foundation Program, three special projects address specific community foundation needs: the Technical Assistance Project, Upper Peninsula Project, and the Michigan Communities' Foundation Youth Project (which is reported under the CMF Purpose of "Lead.") • National Community Foundation Conference • Development Training for Community Foundations • Three-State Community Foundation Conference • CMF Executive Director Retreat • Training Workshop for Community Foundation Support staff • New Staff Orientation for Community Foundations • More than 220 participants at the 22nd Annual Conference were community foundation grantmakers. 9 �Technical Assistance Project CMF is dedicated to supporting the infrastructure of community foundations across the State: * by extending the geographic reach of community foundations; * by providing activities which build the organizational viability and leadership potential of Member community foundations; * by assisting community foundations in raising assets; and * by implementing the youth component of the MCFYP challenge grant. During 1994, tremendous progress was made toward building community foundations throughout the State of Michigan, and it is possible that CMF will soon meet its goal of ensuring that every Michigan citizen has access to a community foundation. To date, 63 of Michigan's 83 counties are now served by community foundations. • A new publication was developed in collaboration with The Philanthropic Initiative: Community Foundations and the Coming Intergenerational Transfer of Wealth: An Overview of Approaches and Strategies. • 109 on-site consultations were completed, and 62 legal questions have been answered for 26 community foundations. This is the first of three papers that are intended to serve as primers on the measures community foundations might consider taking to strengthen _ their outreach to prospective donors and the advisors. The publication was produced through a grant from the W.K. Kellogg Foundation. • CMF has retained the services of a researcher from Grand Valley State University's Center on Philanthropy. The researcher will analyze data and then develop a monograph that examines when community foundations can financially support their operating costs based on fee income and projects. This work will also test the $5 million "take-off" theory. • Opportunities for community foundation representatives to attend CMF educational events are occasionally subsidized. Mini-grants totaling $95,295 were distributed to community foundations; scholarships averaging $356 were awarded for staff to attend educational events. Data compiled this year revealed that support was provided for 933 participants at 21 trainings: • The dollar cap on the Michigan Tax Credit was successfully removed. • The Michigan Community Foundations' Communication Manual was published to aid community foundations with their marketing plan. • A Clark, Klein and Beaumont attorney was retained to provide planned giving consultation to community foundations. The CMF software license for Crescendo, a program used to facilitate comprehensive asset development and planned giving, was transferred to this law firm for their work in servicing CMF community foundation Members. 10 Among the numerous programs for community foundation personnel, the retreat for executive directors is highly rated. 221 trustees and staff attended the CMF 22nd Annual Conference 175 youth were present at the Annual Youth · Leadership Conference 45 attendees for Regional Trainings 180 attendees for Upper Peninsula Trainings 35 executive directors and trustees attended the Executive-in-Residence Trainings 300 youth for four Regional Youth Meetings 15 new directors for the New Director's Academy 15 program officers at the Program Officer's Retreat 30 executive directors at the Executive Director's Retreat �Community Foundations' Total Assets In Support of Community Foundations... $Mi llions $600- CMF' s successful effort to support communi_ty foundation infrastructure is revealed by the following statistics: $500$400- * Total Michigan community foundation assets have risen from $200 million in 1987 to $564 million in 1994, an increase of 184%. $300$200- $412 , 5~66 r-- $324,903,806 $308 ,084,536 $233,380,117 r-r-$193,876,600 r - ~ $1 00 * Grantmaking performed by community foundations has increased from $13 million in 1987 to $32 million in 1994. *Staff has grown from 119 to 125 professional staff, with two community foundations adding their first staff members this year. $564,552~3 $502,508,458 $457.122,386 r-- 1987 1988 1989 1990 1991 1992 1993 1994 Community Foundations' Total Grants $Mi llions $40 *As of March 31, 1995, Michigan supports 51 community foundations; and 19 geographic component funds, up from 12 in 1993. $33,902 ' 1 00 $32,364,240 r--$30,452,700 ..... $35 $30 $24,690,252 $24,6 ~52 $25 $20 $15 Growth in number of counties served by community foundations r- r-- $18,841 ,874 ...... $17,553,41 3 $13,471, 920 r- r-- I $1 0 $5 1987 1988 1989 1990 1991 1992 1993 1994 Growth of Geographic Component Funds 20 18 19 16 ::l 14 ;;; :§ 12 ~ 10 = ..."' E = z 8 6 ·4 • served by community foundation 2 1988 Upper Peninsula Project Last year, a part-time consultant was hired to assess the interest of Upper Peninsula communities in establishing community foundations. The findings were that CMF assistance is desired . Additional funding has been secured to continue the Project and provide the necessary services. 1988 1989 1990 1991 1992 1993 1994 • Five Upper Peninsula counties are now served by community foundations, with the possibility of seven more by the end of 1995. • Eleven Upper Peninsula representatives attended the CMF 22nd Annual Conference. • A second W.K. Kellogg Foundation grant was received to continue the organizing efforts. 11 �EDUCATE To provide Michigan grantmakers with educational resources, information and services in order to enhance and to improve philanthropy This Purpose is met through the provision of general CMF services, as well as services provided by two special projects: the Improving Philanthropy Project and the Information Services Project. The Improving Philanthropy Project is aninitiative to strengthen philanthropy in Michigan through improving, wherever possible, the efficiency and effectiveness of the nonprofit sector. Included among the Project's achievements is an annual meeting of grantseekers with grantmakers (Grantmakers/Grantseekers Seminars), and the establishment of two service organizations: the Michigan Campus Compact and Michigan Nonprofit Forum. The Information Services Project was implemented through a CMF Community Foundation Program grant. However, the Project is now funded through CMF's general operating budget. CMF continues to expand its unique Library collection, adding over 700 items during the fiscal year. Based on the phenomenal growth in the number of requests received, CMF Information Services has become a valuable resource to Michigan grantmakers. • A new feature of the Memo to Members, Infonnation Alert, shared details on new publications available on loart from the CMF Library to Members. • CMF cosponsored the Child Care Conference, "Strengthening the Circle of Caring Communities for Children," held October 1994 at the Amway Grand Plaza, Grand Rapids. • The sixth annual report of Capital Campaigns was distributed throughout the state as an insert to the Spring issue of The Michigan Scene. • CMF cosponsored the Sixth Annual Grantmakers/Grantseekers Seminar, "A Vital Alliance for Michigan." Thursday, May 12, 1994 marked the sixth consecutive year that grantmakers and grantseekers gathered together to examine challenges facing the nonprofit sector. Grantmakers/Grantseekers Seminar VI, "A Vital Alliance for Michigan," focused on exploring and defining the dynamics of the grantor I grantee relationship. The keynote speaker for the conference was the nation's 38th president, Jimmy Carter. The Grantmakers/Grantseekers seminars are sponsored by CMF and the Michigan Nonprofit Forum. • CMF staff managed the Gathering Place and the Video Film Festival during the 22nd Annual Conference. • A total of 1,531 requests were answered by CMF Information Services staff by circulating library materials, bibliographies and handouts, and answering reference questions. • CMF produced a new version of its Publications Brochure to provide a concise listing of all available CMF publications and resource materials. Jimmy Carter, the nation's 38th president (shown here with Dorothy Johnson and Leonard Smith), was the 1994 keynote speaker for the Grantmakers/Grantseekers Seminar. 12 �years, survey results show that goals and total contributed dollars have increased dramatically. More than 150 of the state's nonprofiforganizations responded to the 1994 survey, reporting 92 capital and/ or endowment campaigns seeking more than $1.7 billion in contributions. The Report was distributed to more than 5,000 individuals and nonprofit organizations via The Michigan Scene. Growth of CMF Information Services 800 IIIJlill 1992· 93 706 "The Gathering Place," a tradition at each annual conference, is a location to meet friends, view video productions of interest, and browse the various publications available. More than 1,560 informational requests were received by Information Services this year. CMF staff answered these by circulating library materials, bibliographies and handouts, and answering reference questions. Reference services saw the greatest growth during the year with an increase of 1,065% documented over the previous year. A flyer, Information Alert, was published bimonthly to highlight new resource items of interest to grantmakers. Although automation of library holdings was completed in 1994, library staff are now pursuing digitalization of sample forms and documents. A review of the necessary hardware and software to perform this service is underway. Staff are also evaluating the possibility of allowing Michigan nonprofit organizations to access the CMF computer database from remote locations. As a continuing service to CMF Members, the sixth annual survey of Michigan capital campaigns was conducted by CMF with the cooperation of grantseekers and grantmakers across the state. The final product, the Sixth Annual Nonprofit Funding Campaigns Report, assisted grantmakers in obtaining a sense of the fund-raising activity within Michigan. Even though the number of annual campaigns has remained relatively constant during the past six 700 ;;;; "' • 594 600 g. 500 ...:;; 300 1993·94 1111111 1994·95 a: "' 0 400 E = :z 261 200 100 0 22 library Materials Bibliographies/Handouts Reference Results of the 1994 Nonprofit Funding Campaign Survey $92,169,283 '$1 '703,405,621 Sought by 92 Non profits $1,548,590,477 $13,252,341 $49,393,520 13 �PROMOTE To inform the public of the importance of contributions of Michigan grantmakers to the citizens of the state and society at large o o o Four issues of The Michigan Scene were produced and distributed to over 5,000 grantmakers, nonprofit organizations, legislators, and media outlets in the state and nation. All CMF Members received seven issues of the Memo to Members and various complimentary publications. Four newsletters, each designed for a specific category of membership, were released: Family FAX Community Foundation Memo to Members Yackety YAC Corporate Giving Newsletter o The Michigan Foundation Directory, 9th edition, was published. o Two biennial publications were combined into one new booklet to inform grantseekers of the correct procedure in seeking grants. The booklet, Information for Seeking Foundation and Corporate Grants/Survey of Michigan Foundation Philanthropy, was released during January 1995. o The biennial brochure, Finding Work With Grantmakers, was updated and distributed. Growth in Number of Michigan Foundations making grants of $50,000 or more 450 400 350 300 250 200 150 1 ~: n rl o~~~~~~~~~~~~~~~~ Ed I Ed II Ed Ill Ed IV Ed V Ed VI Ed VII Ed VIII Ed IX As reported by the Michigan Foundation Directory (by edition) 14 CMF's quarterly tabloid, The Michigan Scene, provides a vital avenue for grantmakers to exchange viewpoints, announce recent grants, share staff and programmatic changes,-leam of upcoming events and new publications, and gain insight into the everchanging needs of Michigan's citizens. CMF helps to increase public understanding of the value and needs of the philanthropic community, as well as calls attention to the good deeds of Michigan grantmakers, assists foundations in broadening their base of support, and informs grantmakers of successful work in the hope that efforts will be replicated. More than 5,000 individuals receive complimentary CMF publications on a regular basis. The ninth edition of The Michigan Foundation Directory was published in November 1995. This edition marked the first time that CMF staff performed all functions of Directory production, as well as spearheaded the tasks of marketing and saleswhich in previous years had been shared with the Michigan League for Human Services. The 1995 Directory reports that Michigan foundations currently number 1,198 (up from 1,144 noted in the 8th edition), with 404 providing grants of $50,000 or more annually. The state's 332largest foundations hold over 98% of total foundation assets. CMF's Major Publication..... Production, marketing, and sales of The Michigan Foundation Directory are conducted by CMF. The current Directory reports: • There are 24 company-sponsored foundations in Michigan with assets of more than $1 mil,}ion. Many companies do not have foundations, but maintain giving programs through their corporations. o Twenty-nine community foundations in Michigan have assets in excess of $1 million. In addition to these, 19 other community foundations serve the state's upper and lower peninsulas. o The number of foundations granting $50,000 or more annually has increased nearly eightfold since 1975. �LEAD To serve as a catalyst for philanthropic responses to critical needs in the state "Lead," the new Purpose of the Council of Michigan Foundations, was added to CMF's existing statement during 1994 to reflect our Members' belief that CMF should be a proactive leadership organization. CMF's two supporting organizations-the Michigan AIDS Fund and the Michigan Community Foundations' Youth Project-currently assist in meeting this objective. Michigan AIDS Fund (MAF) The Michigan AIDS Fund (MAF) was established in 1990 as a CMF fund. In 1993, MAF was incorporated as a supporting organization to CMF and is now governed by a Board of Trustees separate from that of CMF. We are proud that MAF has gained national recognition as a successful statewide collaborative grantmaking model. • The Michigan AIDS Fund appointed its first Executive Director • Governor John Engler responded to a request spearheaded by the Fund to declare the first week of April as Michigan AIDS Awareness Week • $720,000 was awarded during the year to 43 AIDSrelated community-based organizations Director of AIDS Policy, Patricia S. Fleming, MAF has gained national recognition as a statewide collaborative grantmaking model d~aling with this issue of urgent public health concern. This year, MAF committed $720,000 in grant awards to 43 AIDS-related organizations and sponsored the statewide Michigan Conference on AIDS. The conference was convened April21-22, 1994 during "Michigan AIDS Awareness Week" in cooperation with the Michigan Department of Public Health. More than 180 active health care workers and volunteers working in HIV I AIDS attended the event held at the Holiday Inn Convention Center in Lansing. Eleven sessions included presentations on the skills-building topics of grant proposal preparation, nonprofit board development, program outcomes evaluation, current AIDS treatment issues, collaboration, support group activities, and working with the media. MAF Board of Trustees & Officers: · Gle@ F. Kossick - Chair Dr. Michael Boucree Dr. Frederick W. Bryant Robert S. Collier Carolee Dodge-Francis Mary D. Fisher Beth Goebel Barbara J. Getz Jay Kaplan Jeanette Mansour Mark A. Miller Dr. Dexter Shurney Leonard W. Smith Anne Stoll Dr. Ira Strumwasser Dr. Henrie M. Treadwell • To date, the Michigan AIDS Fund has distributed over $2.1 million for HIV prevention and continuum of care services to combat the AIDS epidemic in Michigan • Partnerships with youth advisory councils of community foundations generated innovative HIV peer-education projects From 1981, when the first AIDS case was reported, until1995, 6,607 people in Michigan were diagnosed with acquired immune deficiency syndrome (AIDS). Surveillance data indicate between 12,000 and 17,000 Michigan residents are infected with the HIV virus; many are unaware they carry the virus that causes AIDS. Commended as an exemplary U.S. philanthropic response to AIDS by White House Patricia S. Fleming, White House Director of AIDS Policy, commended the work of the Michigan AIDS Fund, which has gained national recognition as a collaborative model. 15 �Michigan Community Foundations' Youth Project (MCFYP) The CMF Michigan Community Foundations' Youth Project was organized to carry out the project initiated with the W.K. Kellogg Foundation to foster the development of Michigan community foundations and youth involvement in grantmaking. The project offers challenge grants to community foundations meeting project criteria. MCFYP also oversees a companion grant from the Kellogg Foundation to assist community foundations in implementing information systems hardware and software. • More than 1,000 young people are involved in "hands-on" philanthropy by serving on the Youth Advisory Committees of community foundations. "The Immersion" activity, a tradition of the Youth Leadership Conference, is a time for YAC members to develop team building and group skills. Above, participants learn about trust. • More than 200 young people and adult advisors attended CMF's August 1994 three-day summer Youth Leadership Conference, "A Place for YOUth to be YOUth." the full match as required by the program. The Youth Advisory Committee members of these foundations can now distribute the interest earned from the $1 million as grants to their community. • In total, 234 young people attended one of four Regional Training Workshops held in different locations during the spring of 1995. Yackety YAC, the newsletter for Youth Advisory Committees, was published by CMF and 1,500 copies distributed to youth committee members, adult advisors, and interested individuals. • $1,378, 823 in grants has been distributed by Youth Advisory Committees since the inception of MCFYP. This figure represents 701 grants made by 39 Youth Advisory Committees. • An issue of Yackety YAC was released. There are now 47 community foundations and affiliates with active youth committees, involving 1,180 young people in philanthropy. Ten community foundations have raised the funds necessary to meet Computer Project Last year, CMF assisted community foundations in launching a statewide computerization effort through a $2.6 million W.K. Kellogg Foundation grant program. The program assists community foundations in purchasing hardware and software, and allows them to integrate donor, grantmaking and accounting functions. The effort was entered CMF Youth Advisory Committee Youth Involvement CMF Youth Advisory Committee Total Value of Grants Paid $1,378,823 $1,274,155 $1,400,000 $1,200,000 $1,000,000 $800 ,000 $658 ,336 $600 ,000 $449 ,310 $400,000 $200,000 1992 16 1993 1994 1995 to-date $335,369 �into by seven "venture" community foundations: Battle Creek Community Foundation, Kalamazoo Foundation, The Grand Rapids Foundation, Community Foundation of Greater Flint, The Fremont Area Foundation, Muskegon County Community Foundation, and Community Foundation for Southeastern Michigan. Progress on the implementation of the computer system and "FIMS" (the Foundation Information Management System) software for Michigan's community foundations has been exceptional. CMF's Computer Project has become a national model for collaboration in the community foundation field . • There are now 33 community foundations at various stages of installation. • CMF held a Computer-related Training Workshop. • A computer consultant has been retained to assist in the implementation process and to troubleshoot for community foundations involved in the project. Other Related Initiatives These initiatives compliment the Michigan Community Foundations' Youth Project (MCFYP) challenge grant and increase the ability of community foundations to work in innovative and collaborative ways in their communities. The Youth Community Partnership is a collaborative effort with the Michigan Department of Civil Rights and the Martin Luther King, Jr. Commission. The Partnership provides minigrants to CMF Youth Advisory Committees statewide to develop, support, and/ or recognize programs or individuals that promote civil rights awareness and understanding, and encourage an appreciation for cultural diversity. * Eighteen projects were funded. The Michigan CARES project, is a public/ private partnership with the Michigan Community Service Commission. Michigan CARES is funded by the W.K. Kellogg Foundation and the Corporation for National and Community Service to assist six communities in developing comprehensive, collaborative plans for community service. The goal of Michigan CARES is to design a community planning model that will develop and enhance service projects, as well as ~trengthen relationships among community organizations, schools, businesses, local governments, and community foundations. Michigan CARES will also coordinate programs, provide resources and training, coordinate conferences, and implement creative solutions to problems which might arise with the six communities. * Six CMF Member community foundations are participating in the Michigan CARES Project: Marquette Community Foundation, Community Foundation for Northeast Michigan, Muskegon County Community Foundation, Community Foundation of Greater Flint, The Grand Rapids Foundation, and the Community Foundation for Southeastern Michigan. MCFYP Board of Trustees & Officers: A YAC member attending the 1994 Youth Leadership Conference assists with a blood drive during the annua l conference service project. John E. Marshall ID - Chair Diana V. Rodriguez Algra G. Darrin Carde Frank Dirks Diana Economy Timothy Jacobs Charles A. Johnson Dorothy A. Johnson Patricia B. Johnson James M. Richmond Diana R. Sieger Maureen H. Smyth Eileen C Starks Peter P. Thurber 17 �OuR FINANCES Board of Trustees Council of Michigan Foundations We have audited the accompanying combined balance sheet of the Council of Michigan Foundations and supporting organizations as of March 31, 1995, and the related combined statement of activity and changes in fund balances for the year then ended. These financial statements are the responsibility of the Council's management. Our responsibility is to express an opinion on these financial statements based on our audit. We have previously audited and reported upon the March 31, 1994 financial statements, which are included in summary form for comparative information. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the combined financial position of the Council of Michigan Foundations and supporting organizations at March 31, 1995, and the combined results of their operations for the year then ended in conformity with generally accepted accounting principles. Combined Statements of Activity and Changes in Fund Balances Year ended March 31, 1995 General Operations Support and revenues Grant support Contributions Conferences Workshops Publications Software installation fees Management services (Note D) Investment income and other Total support and revenues $7,933, $ 896,157 204,920 25,126 69,604 762,897 22,388 1,981,092 17, 2, 15, 747, 8,716, Expenses Grants Salaries and benefits Contracted services Conferences Workshops 158,332 741,542 250,525 156,496 101,365 Printing and publications Meetings and travel Telephone and postage Mini-grant activities Equipment lease and maintenance 108,530 101,708 86,430 65,774 14,271 Occupancy~(Note A) General supplies-Books and subscriptions Insurance Depreciation 68,549 55,833 9,023 8,382 72,604 Other expenses Fund for the '90s Management services (Note D) Total expenses Support and revenues over (under) expenses 25,714 19,072 Fund balances at beginning of year Other transfers (Note F) Fund balances at end of year 7,051 , 532,834 600,096 $1,069,872 See accompanying notes to combined financial statements. Council of Michigan Foundations and Supporting Organizations Notes to Combined Financial Statements March 31, 1995 Note A-Summary of Significant Accounting Policies ~+hLLP May 5,1995 18 Statement Presentation: The accompanying combined financial statements have been prepared on the accrual basis of accounting. To ensure observance of restrictions placed on the use of available resources, the accounts and financial activity are classified for accounting and reporting purposes into three fund groups: 1 �Organizations Totals Endowment Funds Michigan AIDS Fund Russell G. Mawby Endowment Fund William W. Allen Endowment Fund Eliminations Year ended March 31 1995 1994 ' I~ $ 8,687,434 $753,850 1,247,190 216,005 42,515 72,399 15,000 $351,033 11,085 • $2,611,772 704,681 240,471 50,058 20,077 $(762,897) I 31,611 796,546 6,766 357,799 $ 4,721 4,721 (762,897) 639,080 72,692 40,967 3,766 16,746 7,191 -- 8,604 I $ 7 500 796,546 -0- 357,799 -0- -0- -0- $357,799 4,721 73,790 {7,994) $70,517 • General Operations is used to account for transactions, substantially all of which are unrestricted gifts and contributions and over which the Board of Trustees has full control as to use in pursuing any of the purposes of the Council of Michigan Foundations (the Council). Certain restricted funds related to operating activities are accounted for in the general operations fund group since they are not sufficiently significant to warrant recognition separately. • Supporting Organization Funds are used to account for the activity of two supporting organizations formed during fiscal1994. The supporting organizations are funded by donor-restricted grants, gifts and contributions. Grant revenue restricted by outside sources is recognized to the (762,897) (762,897) -0- $ -0- 813,347 11,093,890 59,388 3,686,447 7,848,497 741,542 323,217 197,463 101,365 1,829,259 538,398 394,941 263,730 50,800 112,296 118,454 93,621 65,774 14,271 80,029 84,890 61,037 29,696 4,151 68,549 64,437 9,023 8,382 72,604 59,112 50,861 11,772 8,101 45,711 25,714 19,072 4,639 50,341 9,884,281 , 1,209,609 3,567,468 118,979 606,624 487,645 $ 1,816,233 $ ! 606,624 extentTelated expenses are incurred. The unexpended grant funds have been recorded as deferred revenue in the accompanying balance sheets. • Endowment Funds are used to account for gifts established with the intent that the principal be permanently invested and only the earnings thereon be expended for stated purposes. Supporting Organizations During fiscal1994, the Michigan Community Foundations' Youth Project and the Michigan AIDS Fund became supporting organizations to the Council under the provisions of Section 509(a)(3) of the Internal Revenue Code. The accompanying financial statements of the Council have 19 �Council of Michigan Foundations and Supporting Organizations Combined Balance Sheets March 31 1994 1995 Assets Cash Investments. at market (Note C) Accrued investment income $ 30,036 17,061,823 175,953 $ 43,428 16,336,984 Fixed assets, net of accumulated depreciation ($284,921 in 1995 and $212,316 in 1994) Other assets Total assets 630,978 22,451 225,556 $17,921,241 $16,605,968 liabilities and fund balances Amounts due to member organizations Accounts payable Deferred revenue (Note B): General operations Kellogg Youth Project II Michigan AIDS Fund Michigan Community Foundations' Youth Project $ $ Michigan Community Foundations' Youth Project Endowment funds Total liabilities and fund balances 729,556 15,300,309 47,379 313,558 843,425 14,663,269 438,894 630,978 307,278 225,556 1,069,872 318,045 428,316 532,834 1,816,233 606,624 $17,921,241 $16,605,968 60,307 Fund balances: General operations: Unrestricted Net investment in fixed assets --- 131,713 14,836 73,790 See accompanying notes to combined financial statements. been prepared on a combined basis to include its affiliated supporting organizations because the Council's Board of Trustees exercises significant control over these organizations through the appointment of board members for each of these organizations. Fixed Assets: Fixed assets, which are composed of office space, furniture and equipment, are stated at estimated market value at the date donated or at cost, if purchased. Depreciation is computed by the straight-line method over the estimated useful lives of the assets. Contributed Rent and Furnishings: The Council leases office space at amounts ($22,700 in 1995 and $21,800 in 1994) less than estimated fair rental value. The difference between the estimated fair rental value of the office space and total occupancy costs is approximately $37,700 in 1995 ($38,100 in 1994), which is recognized as a contribution and occupancy expense in the accompanying combined financial statements. The Council received furnishings for new office space in 1995 at an amount less than estimated fair market value. The difference between the estimated fair market value of the office furnishings and actual cost was approximately 20 $35,500, which is recognized as a contribution and fixed asset costs in the accompanying combined financial statements. Reclassifications: Certain amounts reported in the 1994 financial statements have been reclassified to conform with the 1995 presentation. Note B-Fund Purposes General Operations: Amounts classified as General Operations include revenues and expenses related to the administrative and service activities of the CounciL Supporting Organizations Michigan Community Foundations' Youth Project: During fiscal1994, the Council formed a supporting organization (Michigan Community Foundations' Youth Project) for the primary purpose of administering a project commencing in 1988 that was funded by theW. K. Kellogg Foundation. The project is aimed at encouraging youth development in local communities while strengthening community foundation leadership and grantmaking capacity. The Council has acted as administrator of the original project, with all grant monies received from theW. K. Kellogg Foundation being �" distributed to community foundation members under conditions defined by the grant agreement. The Michigan Community Foundations' Youth Project was incorporated on November 24, 1993 with a separate Board of Trustees to oversee the grantmaking activities of this project. The W. K. Kellogg Foundation transferred approximately $15,000,000 to the supporting organization at the end of fiscal1994, and transferred approximately $4,500,000 in fiscal1995, completing theW. K. Kellogg Foundation's project commitment to this initiative. The Council also received a three-year grant totaling $350,000 from the Charles Stewart Mott Foundation to assist in funding this project. The Michigan Community Foundations' Youth Project received the final payment of $100,000 under this award during fiscal1995. The Michigan Community Foundations' Youth Project also received a $2,600,000 grant in fiscal1995 from the W. K. Kellogg Foundation to provide funds for the computerization of Michigan's community foundations, support for foundations which assume responsibility for assisting small affiliate community foundations in their development, and extended support for the youth project, including camp subsidies and national leadership conference funding. Michigan AIDS Fund: The Council formed a supporting organization during fiscal 1994 for the purpose of managing and administering revenues and expenses of a collaborative funding grant program, previously administered by the Council, which acts as a vehicle for Council members and others to cooperatively fund AIDS-related projects in Michigan. The supporting organization has a separate Board of Trustees to oversee the growing activities and grantmaking responsibilities of this program. Endowment Funds Russell G. Mawby Endowment Fund: The Russell G. Mawby Endowment Fund was established during fiscal1995 to honor Dr. Mawby's contributions to Michigan philanthropy. Dr. Mawby, Chairman and CEO of theW. K. Kellogg Foundation, was the founder of the Council of Michigan Foundations and served as its first Chairman in 1972. The purpose of this fund is to improve and increase philanthropy by continuing and expanding the Council of Michigan Foundations' efforts to enhance philanthropy and increase charitable resources. The principal amount is nonexpendable, with the investment income to be used for the stated purpose of this fund . William W. Allen Endowment Fund: The purpose of this fund is to record revenues and expenses directed toward furthering the understanding of private philanthropy in federal and state legislative and regulatory matters. The endowment was established with restricted contributions from the member foundations of the Council given in honor of a former Council board member who was also the first Government Relations Chairman. The principal amount is nonexpendable, with the investment income to be used for the stated purpose of this fund. Note C-Investments Investments are presented in the combined financial statements at their aggregate market value and comprise the following: 1995 Cost U.S. Treasury securities Money market investments Investment Management account Totals 1994 Market Cost Market $10,662,109 $10,630,020 6,353,292 6,353,292 80 ,396 78,511 76,468 73 ,790 $17,095,797 $17,061,823 $16,339,662 $16,336,984 $16,263,194 $16,263,194 NoteD-Management Services Agreement An administrative services agreement exists between the Council and its supporting organizations. The administrative agreement requires the Council to provide executive, management, administrative and other such services that the supporting organizations may require. The amounts of these services charged to the supporting organizations are eliminated in the preparation of the combined financial statements. Note E-Federal Tax Status The Internal Revenue Service has ruled that the Council is a public charity, as described in Sections 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code. The Internal Revenue Service has also ruled that the two supporting organizations, the Michigan Community Foundations' Youth Project and the Michigan AIDS Fund, are exempt from federal income tax as specified under the provisions of Section 509(a)(3) of the Internal Revenue Code. Note F-Transfers to General Operations Transfers to General Operations represent amounts used primarily for the purchase of additional office space, to make necessary renovations and to complete the computerization of the Council's offices. Note G-Commitment As a result of expanded programming, the Council entered into an agreement in principle to purchase additional office space at its current location. It is anticipated that the Council will enter into a purchase agreement subsequent to March 31, 1995 committing the Council to pay approximately $130,000 upon closing. The Council expects to take possession of the office space in June 1995. The facility will be financed entirely by unrestricted investment earnings on Michigan Community Foundations' Youth Project funds. 21 �OuR LEADERSHIP The Council of Michigan Foundations is governed by a 26-member Board of Trustees. These individuals, who serve without remuneration, are elected at the Annual Members' Meeting, held during the CMF Annual Conference in November. More than 190 ballots were received from CMF Members. In addition to the November 2, 1994 meeting, the CMF Board met June 9-10, 1994, and August 11, 1994. CMF BOARD OF TRUSTEES AND OFFICERS 22 Chair Herbert H. Dow President & Trustee, The Herbert H. & Grace A. Dow Foundation President & Trustee, The Herbert H. & Barbara C. Dow Foundation Midland Vice Chair - Private Peter P. Thurber President, David M. Whitney Fund Trustee, Community Foundation for Southeastern Michigan Trustee, McGregor Fund Detroit Vice Chair - Corporate Donald R. Parfet Executive Vice President for Administration, The Upjohn Company President & Trustee, The Upjohn Company Foundation Kalamazoo Treasurer Patricia B. Johnson President & Secretary, Muskegon County Community Foundation President, Oceana County Community Foundation Trustee, Paul C. Johnson Foundation Muskegon Vice Chair- Community Foundations Mariam C. Noland President, Community Foundation for Southeastern Michigan Detroit President, Secretary & Trustee Dorothy A. Johnson Council of Michigan Foundations Grand Haven �1.~ Leo J. Brennan, Jr. Executive Director, Ford Motor Company Fund Dearborn Judith S. Hooker Vice President, Robert L. & Judith S. Hooker Foundation Grand Rapids Robert S. Collier Executive Director, Rotary Charities of Traverse City Executive Director, Grand Traverse Regional Community Foundation Traverse City Dr. Jack E. Hopkins President and CEO, Kalamazoo Foundation Kalamazoo Laura A. Davis Vice President-Corporate Affairs and Corporate Secretary, W.K. Kellogg Foundation Battle Creek Gilbert Hudson President, Hudson-Webber Foundation Detroit Mary Caroline (Twink) Frey President, Nokomis Foundation Grand Rapids James R. Jenkins Vice President/Secretary & General Counsel, Dow Corning Corporation Trustee, Dow Corning Foundation Midland Harold H. Holland Trustee and Vice President, Irving S. Gilmore Foundation Kalamazoo Donald A. Lindow Senior Vice President, NBD Bank Detroit 23 �John E. Marshall, III President, CEO & Trustee, The Kresge Foundation Troy Margaret T. Smith Chairman/Trustee, The Kresge Foundation Troy Dr. John W. Porter Trustee, Charles Stewart Matt Foundation Flint Maureen H. Smyth Vice President-Programs, Charles Stewart Matt Foundation Flint James M. Richmond President and CEO, Frey Foundation Grand Rapids Dr. Ira Strumwasser Executive Director Michigan Health Care Education and Research Foundation Detroit Margaret A. (Ranny) Riecker President, Harry A. & Margaret D. Towsley Foundation Ann Arbor Trustee, The Herbert H. & Grace A. Dow Foundation Midland Stephen E. Upton Chairman & Trustee, Frederick S. Upton Foundation St. Joseph Leonard W. Smith President, The Skillman Foundation Detroit Kate P. Wolters Executive Director, Steelcase Foundation Grand Rapids �ADVISORY CABINET Chair Russell G. Mawby Chairman & CEO W.K. Kellogg Foundation Elizabeth H . Binda Vice President & Trustee Guido A. & Elizabeth H. Binda Foundation Nathan B. Driggers President Harder Foundation Nancy P. Feller Associate General Counsel & Director, Legal Counsel Ford Foundation Robert A. Fisher President & Trustee Frank S. & Mollie S. VanDervoort Memorial Foundation Nicholas M. Gabriel Comptroller Ford Foundation Herman F. Gertz President Herman & Irene Gertz Foundation Miles Jaffe Trustee Henry E. & Consuelo S. Wenger Foundation Ted L. Johnson President Emeritus The Fremont Area Foundation Howard D. Kalleward Trustee Dorothy U. Dalton Foundation James Kettler Vice President James A. Welch Foundation Robert B. Miller, Sr. Chairman The Miller Foundation W. Calvin Patterson III President Earl-Beth Foundation Richard K. Rappleye Vice President & Secretary /Treasurer Charles Stewart Mott Foundation Carl F. Reitz Secretary Besser Foundation Peter M. Wege President The Wege Foundation Robert D. Sparks President Snytex Corporation William S. White Chairman, President & CEO Charles Stewart Mott Foundation Herbert E. Spieler Executive Director Jackson Community Foundation Sally J. Yerex Second Vice President NBD Trust Company of Florida Antony T. Sullivan Corporate Secretary Earhart Foundation Alfred H. Taylor, Jr. Trustee & Former Chair The Kresge Foundation William V. Weatherston Director of Community Relations Michigan Consolidated Gas Company CMF STAFF Executive Office Dorothy A. Johnson President Kathryn A. Agard Executive Vice President (Full-time Staff) Pamela A. Bitzer Secretary j Office Manager . Judy M. Carl Director, Communications and Membership Jeri L. Fischer Director, Independent Foundations Editor, The Michigan Foundation Directory Sandra G. Katt Director, Corporate Services . . Director, Conference and Meetmg ServiCes 25 �Terry Langston Youth Project Manager, Community Foundation Program Frank T. Judge, Jr. (Ford Motor Company) CMF Detroit Office Mr. and Mrs. H. Lewis Batts, Jr. President and Vice President McColl-Batts.Foundation Michigan AIDS Fund Consultant David Lindberg Director, Finance and Administration Donnell Snite Mersereau Program Director, Community Foundations Linda B. Patterson Director, Family Foundation Services Director, Improving and Increasing Philanthropy Elizabeth Pletcher Executive Assistant to the President Myndee Reinecke Data Entry Secretary Norma J. Scheele Administrative Assistant, Community Foundation Program Earl (Skip) Schipper Michigan AIDS Fund Management Community Foundation Project & MCFYP Consultants Lamont Clegg Michigan CARES Project Marsha L. Becka Executive Director Community Foundation of St. Clair County Nanette Keiser CMF /FIMS Computer Project Tonya Bedore Marquette Community Foundation Marvin King Youth Project Amy Berke Executive Director Detroit Neurosurgical Foundation George Tomasi Community Foundations Upper Peninsula Project Judith A. Wright Executive Secretary CMF VOLUNTEERS Tamara S. Ylitalo Systems Manager Diana V. Rodreguez Algra Director of National Service Programs Corporations for National Services (Part-time staff) Gail B. Fowers-Schaub Information Services Manager Lucy R. Allen President & CEO Saginaw Community Foundation Barbara Dryer Information Services Intern Amy Anderson Capital Regional Community Foundation (Consultants-in-Residence) Volunteers Merri Jo Bales Community Services Manager Consumers Power Company Robert E. Hencey (W.K. Kellogg Foundation) Communications Ludger A. Beauvais President Edward C. & Hazel Stephenson Foundation A.W. (Bud) Betts Regional President Comerica Bank Elizabeth H. Binda Vice President and Trustee Guido A. & Elizabeth H. Binda Foundation Lynne M. Black Financial Administrator The Grand Rapids Foundation Ian D. Blair, Sr. Trustee A.M. Todd Company Foundation Carolyn Bloodworth Secretary Consumers Power Foundation Joyce Bobolts Financial Officer Frey Foundation Dr. Michael Boucree Hurley Medical Group Northwest Medical Clinic Stephen Bowman Vice President & Director of Marketing First of America Investment Corporation Leo J. Brennan, Jr. Executive Director Ford Motor Company Fund Lee J. Brown Board President Cadillac Area Community Foundation Dr. Frederick W. Bryant Trustee Health Education Foundation 26 �William A. Diaz Program Officer - Human Rights & Governance Ford Foundation Frank Dirks Executive Director Michigan Community Service Commission R. Sue Dodea Manager Kelly Services, Inc. Foundation Colette Douglas Community Relations Representative Comerica Incorporated Herbert H. Dow President The Herbert H. and Grace A. Dow Foundation Brigid Bulger Ludington Area Foundation Nick Burch Branch County Community Foundation Julie A. Busch Executive Director Michigan Campus Compact Angela Campau Four County Foundation C. David Campbell Executive Director McGregor Fund Lynette Campbell Program Officer Community Foundation for Southeastern Michigan G. Darrin Carde Special Education Group Leader Grand Rapids Public Schools Phillip Carra Corporate Vice President for Public Relations The Upjohn Company Foundation Robert S. Collier Executive Director Rotary Charities of Traverse City Jason Collision Muskegon County Community Foundation Gene R. Conrad Corporate Member Harold and Grace Upjohn Foundation Laurie Craft Program Associate The Grand Rapids Foundation Malcolm G. Dade, Jr. Vice President-Human Relations Detroit Edison Laura A. Davis Vice President-Corporate Affairs and Corporate Secretary W.K. Kellogg Foundation Laurianne T. Davis President The Tiscornia Foundation, Inc. Daren Day HERO Donald F. Chamberlin, Sr. President Gerald W. Chamberlin Foundation, Inc. Anne DeBoer Executive Director Dow Corning Foundation Elizabeth (Libby ) Cherin Executive Director The Fremont Area Foundation Emily DeBois Community Heritage Foundation of Eaton Rapids Peter J. Christ President Battle Creek Community Foundation Michael DeGraw President Community Heritage Foundation of Eaton Rapids Nathan B. Driggers President Harder Founda tion Randall W. Eberts Executive Director W.E. Upjohn Institute for Employment Research Diana Economy Youth Advisory Committee Member Capital Region Community Foundation Cheryl Elliot Program Officer Ann Arbor Area Community Foundation Lynn A. Feldhouse Manager Chrysler Corporation Fund Nancy P. Feller Associate General Counsel & Director, Legal Counsel Ford Foundation Ann Fergemann Assistant Program Officer Kalamazoo Foundation Suzanne L. Feurt Program Officer Charles Stewart Mott Foundation Mary D. Fisher Founder Family AIDS Network Robert A. Fisher President & Trustee Frank S. & Mollie S. VanDervoort Memorial Foundation 27 �Marlene J. Fluharty Executive Director Americana Foundation Laura B. Froats Chief Financial Officer Community.Foundation of Greater Flint Diane Fong Program Officer Saginaw Community Foundation Mr. and Mrs. Russell L. Gabier Trustee Irving S. Gilmore Foundation Lana Ford Trustee The Fremont Area Foundation Nicholas M. Gabriel Comptroller Ford Foundation James Foster Executive Vice President and COO Kalamazoo Center Holdings, Inc. David D. Gardiner Senior Program Officer Kalamazoo Foundation Terry N. Foster President Ann Arbor Area Community Foundation Herman F. Gertz President Herman & Irene Gertz Foundation Barbara J. Getz Senior Program Officer The Kresge Foundation Carolee Dodge Francis Health Promotion Director Michigan Native American Foundation Fredrick W. (Fritz) Freund Executive Director Irving S. Gilmore Foundation Edward J. Frey, Jr. Secretary /Treasurer Frey Foundation David G. Frey Senior Vice President NBDBank Tom Fricke Director Kalamazoo County Convention & Visitors' Bureau Mary Caroline (Twink) Frey President Nokomis Foundation William W. Fritz Vice Presiden t-Finance & Treasurer W.K. Kellogg Foundation Heidi L. Gilmore Callen Program Officer Frey Foundation Susan M. Gipson Administrative Assistant Kalamazoo Foundation Beth Goebel Executive Director Dyer-Ives Foundation James Greene Community Relations The Upjohn Company Foundation Robert Guerrini Vice President Greater Detroit Chamber of Commerce Peggy Hamilton Executive Director Four County Foundation Edward C. Hammond Clark, Klein & Beaumont, PLC David A. Harris Program Officer Charles Stewart Mott Foundation Joyce F. Hecht Trustee David M. and Joyce F. Hecht Foundation Vickie G. Heerlyn Executive Director The Upjohn Company Foundation 28 �Robert E. Hencey Director of Special Projects W.K. Kellogg Foundation James S. Hilboldt Attorney Connable Associates, Inc. Barbara Hoekzema Vice President First of America Bank Harold H. Holland Trustee and Vice President Irving S. Gilmore Foundation Danforth E. Holley Chairman of the Board Earl-Beth Foundation Jeffrey D. Holmes Community Foundation of Greater Flint Judith S. Hooker Vice President Robert L. & Judith S. Hooker Foundation Dr. Jack E. Hopkins President and CEO Kalamazoo Foundation Kathy Huschke Program Officer The Fremont Area Foundation Charles A. Johnson Vice President, Retired Lilly Endowment, Inc. Steven M. Horn Community Program Manager IBM Corporation Ann K. Irish President Elizabeth E. Kennedy Fund Therese Y. Hougen President Hougen Foundation Patricia B. Johnson President Muskegon County Community Foundation Ann L. Irish Vice President-Programs Muskegon County Community Foundation Ted L. Johnson President Emeritus The Fremont Area Foundation Timothy Jacobs Youth Advisory Committee Member Bay Area Community Foundation Ora Jones Executive Director Branch County Community Foundation Miles Jaffe Trustee Henry E. & Conseulo S. Wenger Foundation Frank T. Judge, Jr. Retired Civic Affairs Director Ford Motor Company Gilbert Hudson President Hudson-Webber Foundation Richard M. Hughey President Irving S. Gilmore Foundation Richard M. Hughey, Jr. Program Officer Irving S. Gilmore Foundation Charles Huizinga Vice President-Finance Muskegon County Community Foundation Brenda L. Hunt Vice President Battle Creek Community Foundation KayW. Hunt Administrator, Corporate Contributions Detroit Edison James R. Jenkins Vice President/ Secretary & General Counsel Dow Corning Foundation James Jenner President NBDBank Keith D. Jensen President Jensen Foundation Howard D. Kalleward Trustee Dorothy U. Dalton Foundation Jay Kaplan Lawyer Michigan Protection and Advocacy Service Molly Karnitz Development Director The Grand Rapids Foundation Sylvia C. Kaufman Trustee Kaufman Foundation 29 �Colleen D. Keast Executive Director VVhirlpoolFoundation Karen Lake Manager of Media Resources W.K. Kellogg Foundation W. Quinn Kelly Vice President Arcadia Bank & Trust Company Thomas Lambert Executive Vice President First of America-Michigan James R. Kettler Vice President James A. Welch Foundation Patricia A. LaMothe President Patricia A. & William LaMothe Foundation Ronald N. Kilgore Secretary / Treasurer Dorothy U. Dalton Foundation Mr. and Mrs. Warren J. Lawn:;nce Trustee Vicksburg Foundation C.G. King Trustee Saginaw Community Foundation Marv King United Way of Kalamazoo Glenn F. Kossick Executive Director Metro Health Foundation Toni Laidlaw Trustee Helen Laidlaw Foundation 30 Karen L. Leppanen Vice President-Finance Community Foundation for Southeastern Michigan Richard Levey President The Shiffman Foundation Donald A. Lindow Senior Vice President NBDBank Sara Beth Luplow Saginaw Community Foundation Larry Mankin President Kalamazoo County Chamber of Commerce Jeanette Mansour Program Officer Charles Stewart Mott Foundation �~ I John E. Marshall III President, CEO and Trustee The Kresge Foundation Stephen Nedwicki Assistant Vice President Comerica Bank Dennis H. Marvin Communications, Planning and Programs Consumers Power Mark Neithercut Program Officer Community Foundation for Southeastern Michigan Elizabeth S. Upjohn Mason Chair Kalamazoo Foundation Russell G. Mawby Chairman and CEO W.K. Kellogg Foundation James W. McCall Executive Director Hillsdale County Community Foundation James E. McHale Assistant to the Chairman W.K. Kellogg Foundation Rex K. Nelson Director-Community Relations The Pistons-Palace Foundation Mariam C. Noland President Community Foundation for Southeastern Michigan Tun O'Brien Youth Advisor Greenville Community Foundation Kari Marie Pardoe Marshall Community Foundation Donald R. Parfet Executive Vice President The Upjohn Company Foundation Martha Parfet Trustee Kalamazoo Foundation Suzanne D. Parish President Dorothy U. Dalton Foundation, Inc. Floyd L. Parks Secretary The Harold & Grace Upjohn Foundation W. Calvin Patterson III President Earl-Beth Foundation Mary Olson Executive Director Capital Region Community Foundation Margaret Poole Execu live Director Berrien Community Foundation Joel J. Orosz Program Director W.K. Kellogg Foundation Dr. John W. Porter Trustee Charles Stewart Mott Foundation William Oswalt President Vicksburg Foundation Janelle Radtke Director Hilda E. Bretzlaff Foundation Benita Melton Program Associate Charles Stewart Mott Foundation Michael J. Ott Battle Creek Community Foundation Marcia Rapp Program Officer The Grand Rapids Foundation Jerry L. Miller Trustee Havermill Foundation Beverly M. Paisley President Bauervic-Paisley Foundation James E. McKay First Vice President, Trust Division NBDBank Kenneth Meek, Jr. Vice President NBDBank Richard K. Rappleye Vice President, Secretary /Treasurer Charles Stewart Mott Foundation Mark A. Miller Michigan Department of Mental Health Mark W. Mitchell Senior Vice President Old Kent Bank-SW Dr. Dan Moore Vice President W.K. Kellogg Foundation Robert Morley President Morley Brothers Foundation Kathleen Muir Trustee Keller Foundation TRUSTH BRlEFll\'G nf£ l'Rl'STEE COSSECTIOS ·,\1.\1\1.\'G ,\ DlfFFREXCF Thomas B. Murphy Trustee Thomas B. Murphy Foundation 31 �Dawn M. Reha Executive Secretary Health Education Foundation Robert D. Sparks President Syntex Corporation Robert C. Reid Retired Community Affairs Manager Ford Motor Company Herb~rt E. Spieler President The Jackson Community Foundation Carl F. Reitz Secretary Besser Foundation Susan Springgate Fiscal and Administrative Officer Kalamazoo Founda tion Dorothy M. Reynolds President Community Foundation of Greater Flint Richard Y. St. John Public Affairs Officer Kalamazoo Foundation Kathleen Rice Ann Arbor Area Foundation Eileen C. Starks President Midland Foundation James M. Richmond President and CEO Frey Foundation Margaret A. (Ranny) Riecker President Harry A. & Margaret D. Towsley Foundation Nancy Riekse Executive Director Grand Haven Area Community Foundation Dr. Ira Strumwasser Executive Director Michigan Health Care Education and Research Foundation Leonard W. Smith President The Skillman Foundation Ronda Stryker Margaret T. Smith Chairman/ Trustee The Kresge Foundation Ellen Satterlee Director The Wege Foundation Marsha J. Smith Development Director Grand Traverse Regional Community Foundation Kari Schlachtenhaufen Vice President, Program The Skillman Foundation Maureen H . Smyth Vice President-Programs Charles Stewart Mott Foundation Todd Schultz Community Foundation for Northeast Michigan Johnathon Snyder Grand Blanc Fund Greg Schupra Vice President, Donors Relations Community Foundation for Southeastern Michigan Thomas A. Shaver General Manager Radisson Plaza Hotel Dr. Dexter Shurney Blue Cross Blue Shield of Michigan Diana R. Sieger President The Grand Rapids Foundation Omar Sims Program Associate Community Foundation of Greater Flint 32 Sam Singh Points of Light Foundation Antony T. Sullivan Corporate Secretary Earhart Foundation Elizabeth C. Sullivan Senior Program Officer & Grants Coordinator The Kresge Foundation Christopher Sumnar Hillsdale County Community Foundation David K. Swenson Vice President for Programs Community Foundation of Greater Flint �Peter M. Wege President The Wege Foundation Ronald E. Weger Treasurer ' W.B. & Candace Thoman Foundation WilliamS. White Chairman, President and CEO Charles Stewart Mot! Foundation David Wierman Chairman/Board of Trustees Ann Arbor Area Community Foundation Kimberly Williamson President Downtown Kalamazoo, Inc. Charles Willis Executive Vice President The Fetzer Institute Robert G. Tambellini Executive Director Charlevoix County Community Foundation Duane L. Tarnacki Attorney Clark, Klein & Beaumont, PLC Mark Trierweiler Manager, Public Relations AT&T RogerTuuk Accountant/Finance Administrator Fremont Area Foundation Kate Pew Wolters Executive Director Steelcase Foundation Robert John Wooley Community Foundation for Southeastern Michigan Mr. and Mrs. Jim Tyler Debra Taylor Senior Program Officer Community Foundation of Greater Flint Kenneth C. Taylor Volunteer Coordinator Rotary Charities of Traverse City Alfred H. Taylor, Jr. Chairman The Kresge Foundation Elizabeth S. Upjohn Vice President Kalamazoo Foundation WilliamJ. Upjohn President The Acme Foundation Stephen E. Upton Chairman/Board of Directors FrederickS. Upton Foundation Elizabeth H. Thompson President The Harold & Grace Upjohn Foundation Thomas Vance The Upjohn Company Foundation Mr. and Mrs. James M. Thorne Trustees Burdick-Thorne Foundation Dr. Robert J. VanDellen Executive Director Cadillac Area Community Foundation Peter P. Thurber President David M. Whitney Fund Gordon VanWylen Vice President of Development Holland Community Foundation Robert Tisch President Anna R. Pipp Foundation Bruce Walker Communications Director Muskegon County Community Foundation Dr. Henrie M. Treadwell Program Director W.K. Kellogg Foundation Lloyd J. Yeo President Wickson-Link Memorial Foundation Sally J. Yerex Durzo Second Vice President NBD Trust Company of Florida Greg Zerlaut Financial Officer The Fremont Area Foundation Ben Zylman Director, Sales and Marketing Yarrow Lodge William V. Weatherston Director of Community Relations Michigan Consolidated Gas Company 33 �COUNCIL OF MICHIGAN FOUNDATIONS' MEMBERS Forty Members joined CMF during fiscal year 1994-95. Ada Dick & Betsy DeVos Foundation Addison Knight Family Charitable & Educational Foundation Albion Albion Civic Foundation* Allegan Allegan Foundation* Alpena Besser Foundation* Community Foundation for Northeast Michigan* Ann Arbor Ann Arbor Area Community Foundation* Bonisteel Foundation Domino's Foundation Earhart Foundation The J.F. Ervin Foundation* The Jensen Foundation Elizabeth E. Kennedy Fund McKinley Foundation Paideia Foundation Society Bank-Michigan The Tapestry Foundation of Mary Carmel & Thomas P. Borders Harry A. & Margaret D. Towsley Foundation* Athens Athens Community Foundation Auburn Hills The MEEMIC Foundation for the Future of Education Pistons-Palace Foundation* Bad Axe Huron County Community Foundation Baldwin Lake County Community Foundation Battle Creek Battle Creek Community Foundation* Guido A. & Elizabeth H. Binda Foundation* Charles & Jessie Brackett Memorial Scholarship Fund International Youth Foundation W.K. Kellogg Foundation* Kellogg Company Kellogg Company 25-Year Employees' Fund, Inc. Patricia A. & William E. LaMothe Foundation McCurdy Memorial Scholarship Foundation The Miller Foundation* Emily Scofield Scholarship Fund Winship Memorial Scholarship Foundation 34 Bay City Bay Area Community Foundation* The Kantzler Foundation Benton Harbor Rotary District 6360 Foundation Whirlpool Foundation Beulah Masco Corporation Charitable Trust Big Rapids Big Rapids Area Community Foundation Birmingham Farms Simpson Industries Fund Birmingham The Lyon Foundation* Samuel & Harold M. Shapero Foundation The Wetsman Foundation Bloomfi eld Hills The Borman Fund The Gornick Fund Jewish Community Foundation Larson Family Fund T.B. Murphy Foundation Charitable Trust The Taubman Foundation The Young Foundation Buchanan Buchanan Area Foundation Byron Center Lutjens Family Foundation Cadillac Cadillac Area Community Foundation* Kysor Industrial Corporation Foundation Caro Claude D. & Etta H . Andrews Foundation William A. & Ruth Janks Foundation Cass City The Pinney Foundation Cassopolis The Edward Lowe Foundatio~ Chelsea Chelsea Foundation Coldwater Branch County Community Foundation* Colon Colon Foundation Constantine Fibre-Converters Foundation, Inc. Coopersvill e Coopersville Area Foundation Dearborn The Ford Motor Company Fund* Detroit Ameritech* ANR Pipeline Company* Joseph E. Beauchamp Trust Blue Cross Blue Shield of Michigan• The Carls Foundation The Clarence & Grace Chamberlin Foundation Chrysler Corporation Fund* Comerica Incorporated-Detroit Community Foundation for Southeastern Michigan Detroit Eclison• Detroit Neurosurgical Foundation* Detroit Newspaper Agency Communities Fund The Charles DeVlieg Foundation Dickinson, Wright, Moon, VanDusen & Freeman Max M. & Marjorie S. Fisher Foundation Gannett Communities Fund/Detroit News* General Motors Foundation* Glenn D. Curtis Edmore Trust Gordy Foundation, Inc. The Hannan Foundation Myrtle E. & William G. Hess Charitable Trust Hudson-Webber Foundation* The Karla Scherer Foundation Chaim, Fanny, Louis, Benjamin & Anne Florence Kaufman Trust Little Caesar Enterprises, Inc. Community Foundation for Livingston County McGregor Fund* B.D. & Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation W.O. & Prudence A. Mcintyre Foundation Metro Health Foundation Michigan Consolidated Gas Company* Michigan Health Care Education & Research Foundation• Miller, Canfield, Paddock & Stone* NBDBank William Lyon Phelps Foundation Herbert & Elsa Ponting Foundation Price Waterhouse* Public Benefit Corporation The Ruffner Foundation Schwartz Family Foundation The Nate S. & Ruth B. Shapero Foundation The Shiffman Foundation The Skillman Foundation* The Keith W. Tantlinger Foundation David M. Whitney Fund Matilda R. Wilson Fund East Grand Rapids Sam & Jane Kravitz Foundation East Jordan Charlevoix County Community Foundation* Malpass Foundation �East Lansing Health Education Foundation Eaton Rapids Community Heritage Foundation of Eaton Rapids Escanaba Community Foundation for Delta County Robert & Jeanine Dagenais Foundation Flint Citizens Commercial & Savings Bank Clio Fund Community Foundation of Greater Flint* Fenton Fund Grand Blanc Fund Charles Stewart Harding Foundation HealthPlus of Michigan Hougen Foundation* Charles Stewart Mott Foundation* Ruth Mott Fund The James A. Welch Foundation Frankenmuth Greater Frankenmuth Area Community Foundation Allen E. & Marie A. Nickless Memorial Foundation Fremont The Fremont Area Foundation* The Gerber Companies Foundation Gaylord Otsego County Community Foundation Grand Haven Chris-Tma Foundation Grand Haven Area Community Foundation* F. Martin & Dorothy A. Johnson Foundation* Paul A. johnson Foundation JSJ Foundation* The Lee Foundation Lou tit Foundation Wigginton Educational Foundation Grand Rapids American Seating Amerikam Charles Anthony Foundation Autocam Corporation Cook Charitable Foundation Douglas L. & Maria P. DeVos Foundation Richard M. & Helen DeVos Foundation Dyer-Ives Foundation* Ernst & Young First Michigan Bank-Grand Rapids Frey Foundation* Gordon Christian Foundation Grand Bank The Grand Rapids Foundation* Grand Rapids Label Foundation Guardsman Products, Inc. David M. & Joyce F. Hecht Foundation, Inc. Robert L. & Judith S. Hooker Foundation Ionia County Community Foundation The Keeler Foundation The Keller Foundation* Lacks Enterprises, Inc. Loeschner Enterprises, Inc. Loosemore Foundation The Meijer Foundation Michigan National Bank* The Nokomis Foundation Old Kent Bank & Trust Company Porter Foundation The Pyle Foundation The Sebastian Foundation Peter F. Secchia Foundation William & Sarah Seidman Foundation* Steelcase Foundation* Varnum, Riddering, Schmidt & Howlett The Wege Foundation* Wren Foundation Wyoming Community Foundation Grandville The Dexter Foundation Greenville Greenville Area Foundation* Grosse Pointe Shores Mary Thompson Foundation Grosse Pointe Gerald W. Chamberlin Foundation, Inc. H.T. Ewald Foundation* George R. & Elise M. Fink Foundation The Wilkinson Foundation Harbor Springs George M. & Mabel H. Slocum Foundation Hart Oceana County Community Foundation Hillsdale Hillsdale County Community Foundation* Holland Boersma Charitable Trust Holland Community Foundation* , Homer Homer Area Community Foundation Hudsonville Hudsonville Community Foundation Huntington Woods The Meyer & Anna Prentis Family Foundation, Inc.* Iron Mountain Dickinson County Community Foundation Ithaca Gratiot County Community Foundation* Jackson Samuel Higby Camp Foundation City Bank & Trust Company, NA Consumers Power Company The Hurst Foundation The Jackson Community Foundation* Kalamazoo A.M. Todd Company Foundation The Acme Foundation Burdick-Thorne Foundation Dorothy U. Dalton Foundation Mignon Sherwood DeLano Foundation The Fetzer Institute First of America-Michigan* Irving S. Gilmore Foundation* Havirmill Foundation Kalamazoo Foundation* McColl-Batts Foundation Monroe-Brown Foundation The Power Foundation W.E. Upjohn Institute for Employment Research Burton H. & Elizabeth S. Upjohn Charitable Trust The Harold & Grace Upjohn Foundation The Upjohn Co. Foundation Vicksburg Foundation L'Anse Baraga County Community Foundation Lambertville Bedford Community Foundation* Lansing Amy Foundation Capital Region Community Foundation* The Eaton County Community Fund Granger Foundation The Greater Lansing Foundation Library of Michigan Foundation The Michigan Women's Foundation W.B. & Candace Thoman Foundation Trust Fund for Children With Special Needs The John & Elizabeth Whiteley Foundation Livonia Harold & Carolyn Robison Foundation Ludington Donald B. Birtwistle Foundation* Ludington Area Foundation* Manistee Manistee County Foundation Manistique Schoolcraft County Community Foundation Marquette Ishpeming Community Fund Marquette Community Foundation* Negaunee Community Fund 35 �Marshall Marshall Community Foundation• Plainwell Anna R. Pipp Foundation Sturgis Sturgis Foundation• Midland Barstow Foundation Chemical Bank & Trust Community Foundation of Monroe County• The Herbert D. & Junia Doan Foundation The Dow Chemical Company Foundation Dow Corning Foundation Herbert H. & Barbara C. Dow Foundation The Herbert H. & Grace A. Dow Foundation* The Rollin M. Gerstacker Foundation Midland Foundation• Elsa U. Pardee Foundation The Charles J. Strosacker Foundation Pontiac Detroit Lions, Inc. Suttons Bay Charles M. Bauervic Foundation, Inc. Port Huron Community Foundation of St. Clair County* Tawas City The Helen Laidlaw Foundation Reed City Osceola County Community Foundation Taylor Colina Foundation Alex & Marie Manoogian Foundation Milford Bauervic-Paisley Foundation Hilda E. Bretzlaff Foundation Monroe Herman & Irene Gertz Foundation La-Z-Boy Chair Foundation Monroe Auto Equipment Foundation Trust Mt. Pleasant Mt. Pleasant Area Community Foundation* Muskegon ESCO Co. Limited Partnership GTE Paul C. Johnson Foundation Kaufman Foundation Muskegon County Community Foundation• Amos Nordman Charitable Trust Scott Paper Company Foundation SPX Foundation Rockford Wolverine World Wide Foundation Romeo Four County Foundation* Saginaw Arnold & Gertrude Boutell Memorial Fund C.K. Eddy Family Memorial Fund Michael Jeffers Memorial Fund Lurie-Polasky Foundation Francis Coil Mills Fund Morley Brothers Foundation• Saginaw Community Foundation* Second National Bank John W. & Rose E. Watson Scholarship Foundation Wickson-Link Memorial Foundation Saint Claire Shores Earl-Beth Foundation• Niles Edward F. & Irma Hunter Foundation St. Denys Foundation Sault Ste. Marie The Michigan Native American Foundation Northport Leelanau Township Foundation, Inc. Shelby Township These Colors Don't Run Foundation No vi Americana Foundation* South Haven Citizens Trust & Savings Bank Okemos Talbert & Leota Abrams Foundation* Delta Dental Fund Doris J. Giddey Trust Frank S. & Mollie S. VanDervoort Memorial Foundation Southfield AT&T The Clarence & Jack Hinunel Foundation• Hudson's' International Business Machines The Trice Foundation Chris Webber Foundation Ontonagon Ontonagon County Community Foundation Owosso Cook Family Foundation $hiawassee Foundation• Parma Michigan Automotive Compressor, Inc. Petoskey Petoskey-Harbor Springs Area Community Foundation• 36 Rochester Greater Rochester Area Community Foundation• W.B. McCardell Family Foundation The Preede Foundation St. Clair Shores Raymond M. & Jane E. Cracchiolo Foundation St. Joseph Berrien Community Foundation• The Tiscornia Foundation, Inc! Frederick S. Upton Foundation Sterling Heights General Dynamics Land Systems Division Tecumseh Allen H. & Nydia Meyers Foundation Traverse City Les & Anne Biederman Foundation, Inc. Grand Traverse Regional Community Foundation Louise Tuller Miller Trust Rotary Charities of Traverse City• Troy James & Lynelle Holden Fund Kelly Services, Inc. Foundation Krnart Corporation• The Kresge Foundation West Bloomfield Fisher-Insley Foundation Isadore & Beryl Winkelman Foundation Winn The Morey Foundation Zeeland The Batts Foundation Herman Miller, Inc. Zeeland Community Foundation New York Ford Foundation Pennsylvania Unisys RJK Foundation California Mervyn's Florida Hayden Foundation Harder Foundation May Mitchell Royal Foundation Massachusetts The Iacocca Foundation *In 1994-95, 86 Members contributed additional support to CMF for special projects, as well as their regular membership fees. �Legal services provided by: Clark, Klein & Beaumont, Detroit Produced by: Robert E. Hencey Compiled and written by: Judy M. Carl ® Printed on Recycled Paper 37 �THE COUNCIL OF MICHIGAN FOUNDATIONS Suite 3 One South Harbor Avenue P.O. Box 599 Grand Haven, MI 49417 Phone: (616/842-7080) FAX: (616/842-1760) � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1994_AR_1994-1995 Title A name given to the resource Council of Michigan Foundations Annual Report 1994-1995 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1994-1995. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50052 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1994/1995 https://digitalcollections.library.gvsu.edu/files/original/3c433076cf225c9a46c8daad87b6a5e4.pdf b6b32c8a8cfa3695b4e8f9ac58a8b264 PDF Text Text f ''" ' f 7 ( ' ' Council of Michigan Foundations Annual Report/1995-9& �1 essage to Members Fiscal Year 1995-96 has been a year of successful, challenging transitions for the Council of Michigan Foundations. Four deserve special comment. The first transition was one of leadership, with four Board members retiring and Mariam C. Noland stepping in as Chair after the untimely passing of Chairman, Herbert H. Dow. We are grateful for the many contributions ofJudy Hooker, Gil Hudson, Donald Lindow, and Leonard Smith. The second transition was in management as Dave Lindberg and Rob Collier joined us as director of finance/ administration and vice president/ chief operating officer respectively, replacing Anne Stoll and Kathy Agard. The third transition has been in our programs as we have worked to implement the new Five Year Strategic Plan that so many of our members helped design. The highlights shared in this Annual Report confirm that Board, staff and members combined to successfully meet these transitions, using creativity, leadership, and collaboration to realize positive results. Social and economic conditions coupled with government regulation and devolution provide uncertainty and apprehension for our nonprofit world. CMF, grantmakers, nonprofits, and the public, working together, can successfully address these challenges and, we believe, achieve grand results. We will continue to advocate for support of legislation to stimulate the growth of philanthropy. Public policy, communications, and new collaborations will characterize our work on your behalf in 1996-97. As you read about CMF's year, we hope you will keep in mind how much we have accomplished by working together. Herb Dow so often said: "collaborate." New people, new initiatives, and new resources are the devices grantmakers need to successfully meet the challenges that lie ahead. We look forward to continuing our work with you in CMF's many activities. ~C!~~ "r£ariam C. Noland ,, Mariam C. Noland Chair Dorothy A.Johnson President & CEO �A Tribute to Herbert H. Dow CMF Chair 1994-1996 n Januar 26, 996, the Council of Michigan Foundations lost a valued colleague, leader, friend and p ilanthropist. Herbert H. Dow II served C F w&th pride and dignity for more than 24 years. Herb's inv0lvement with CMF began when h joinea.d r initial steering committee in 1972. He was elected a trustee for a second time in 1985 and was appointed vice chairman of private foundations from 1992 to 1994. His active CMF participation culminated in his appointment as board chair in June, 1994. As the tenth chairman of the Board of Trustees, Herb provided outstanding guidance and vision. He oversaw the implementation of CMF's new five-year strategic plan; established the $1 million Russell G. Mawby Endowment Fund to Improve and Increase Philanthropy; began a collaborative project Herbert H. Dow II with the Michigan Community Service Commission; and opened a Detroit office to better service southeast Michigan members. Those of us who had the privilege of working with Herb are surely the better for it. He exemplified the philanthropic spirit through his corrununity leadership, encouragement, and personal example. In the years he shared with us, Herb frequently spoke about his belief in the power of collaboration. During CMF's 23rd annual conference, he said " .. .part of our ongoing role in the foundation community is to stimulate others to be involved in philanthropy." In tribute to Herb, we urge you to follow his lead: Acquaint yourself with other philanthropists in your community and work to form lasting collaborative relationships. Herb did these things so very well. �3 pecial Highlights Throughout this Annual Report you will read of the major accomplishments realized during the year. While all are important, we believe the following deserve special note: • Established The Russ and Ruth Mawby Fund for Kids with a $500,000 grant from the WK. Kellogg Foundation as directed by the Mawbys. • Welcomed 28 new members. • Assisted in the formation of 26 community foundation affiliate funds. • Received additional contributions for general operations and special projects from 85 members. • Accomplished three legislative goals and adopted seven new legislative goals that protect the philanthropic work of grantmakers and will provide an environment advantageous to the formation of foundations. • Successfully completed the Herbert H. and Grace A. Dow Foundation's matching grant challenge, raising more than $1.5 million for the Russell G. Mawby Fund to Improve and Increase Philanthropy. • Worked alongside 400 grantmakers who volunteered their experience for CMF committees and activities. l • Assisted individuals and families in the creation of more than a dozen new family foundations. • Assisted in the creation ofThe Forumnew national coordinating organization for the 25 Regional Associations of Grantmakers throughout the country. • Collaborated with the Michigan Department of Civil Rights and Martin Luther King Jr. Holiday Commission to involve 16 community foundation youth advisory committees in a challenge grant program. • Leveraged additional resources for collaborative ventures, such as Michigan CARES-a public/private partnership between CMF, the Michigan Community Service Commission, and six community foundations in developing comprehensive, collaborative plans for community services. • Launched two collaborative projects that focus, on the inclusion of philanthropy and volunteerism in educational settings: the K-12 curriculum project, and the university nonprofit management project. �Board of Trustees Front row, seated l to r: Kari Schlachtenhauftn, Dr. William C. Richardson, Colleen D. Keast, Patricia B. Johnson, Herbert H. Dow II (deceased), Kate Pew Wolters. Second row, l to r: Dr. John W Porter, Mariam C. Noland (chair), Peter P Thurber (vice chairman-private), Maureen H. Smyth, Margaret T. Smith, Laura A. Davis, Dr. Jack Hopkins,John E. Marshall III. Third row, l to r: Donald R. Parfet (vice chairman-corporate), Dr. Ira Strumwasser, Leo J Brennan, Jr., C. David Campbell, Donald A. Lindow (retiring), Dorothy A.Johnson, Dr. Russell G. Mawby, and Harold H. Holland. Not pictured: William C. Brooks, Ann K. Irish,James R.Jenkins, Helen Philpott,James M . Richmond, Margaret Ann (Ranny) Riecker, and Stephen E. Upton. �The Council of Michigan Foundations is governed by a 26-member Board ofTrustees. These individuals, who serve without remuneration, are elected at the Annual Members' Meeting, held during the CMF Annual Conference in November. In addition to the November 8, 1995 meeting, the CMF Board met February 21 and June 8. Current CMF Board of Trustees and Officers Brooks, Campbell, Irish, Keast, Philpott, Richardson, and Schlachtenhaufen were elected duringjiscal year 1995-96. Mariam C. Noland was appointed CMF Chair cifter the untimely passing of Herbert H. Dow II. 11: IIi CHAIR Mariam C. Noland President Community Foundation for SE Michigan TREASURER Patricia B. Johnson President Community Foundation for Muskegon County VICE CHAIRMAN Private Peter P. Thurber President David M. Whitney Fund PRESIDENT & SECRETARY Dorothy A. Johnson President Council of Michigan Foundations VICE CHAIRMAN Corporate Donald R. Parfet Executive Vice President for Administration Pharmacia & Upjohn Inc. VICE CHAIRMAN Community Foundations Dr. Jack Hopkins President/CEO Kalamazoo Foundation Leo]. Brennan, Jr. Vice President and Executive Director Ford Motor Company Fund William C. Brooks Vice President, Corporate Affairs General Motors Corporation C. David Campbell Executive Director McGregor Fund James M. Richmond President Frey Foundation Laura A. Davis Special Assistant to the President WK. Kellogg Foundation Margaret A. Riecker President Harry A. & Margaret D. Towsley Foundation Harold H. Holland Vice President Irving S. Gilmore Foundation Kari Schlachtenhaufen Vice President Program/ Assistant Secretary The Skillman Foundation Ann K. Irish President, Elizabeth E. Kennedy Fund Trustee, Earhart Foundation James R .Jenkins Vice President/ Secretary and General Counsel Dow Corning Corporation Colleen D. Keast Executive Director Whirlpool Foundation John E. Marshall III President and CEO The Kresge Foundation Helen Philpott Trustee Community F\oundation of Greater Flint Dr. John W Porter Trustee Charles Stewart Mott Foundation Dr. William C. Richardson President and CEO WK. Kellogg Foundation Margaret T. Smith Trustee and Chair The Kresge Foundation Maureen H. Smyth Vice President-Programs Charles Stewart Mott Foundation Dr. Ira Strumwasser Executive Director and CEO Blue Cross Blue Shield of Michigan Foundation Stephen E. Upton Chairman Frederick S. Upton Foundation Kate Pew Wolters Executive Director Steelcase Foundation Advisory Cabinet Chairman: Dr. Russell G. Mawby Chairman Emeritus WK. Kellogg Foundation �Enhancing, Improving & The CMF Board invites individuals, foundations and corporate grantmakers to re~ember their colleagues, mentors and friends by making endowment fund contributions to 'further CMF programming. Donors may direct their gift to specific purposes or the existing endowment funds described below. New FundThe Ruth and Russell Mawby Fund for Kids Russ and Ruth Mawby established this $500,000 endowment fund, as part of grant funds allocated by the WK. Kellogg Foundation, to honor and recognize Russ' years of service as Chairman and CEO of the foundation. The Mawby's fund will assist CMF in strenthening the involvement of youth in philanthropy. Dr. and Mrs. Mawby and their children will continue to advise the CMF Board on the best uses of the funds. The Russell G. Mawby Fund to Improve and Increase Philanthropy The William W. Allen Fund Since its establishment in 1989 as the first CMF endowment fund, the William WAllen Fund has helped to further representation of private philanthropy in federal and state legislative and William W.Allen regulatory matters. The (1908- 1987) Fund, enables CMF to present a biennial seminar _ for legislators and their aids, and to distribute complimentary copies of The Michigan Foundation Directory to each legislative office. Last year, the CMF board established the Russell G. Mawby Fund to Improve and Increase Philanthropy in Michigan to honor Dr. Mawby's significant contributions to Michigan philanthropy. Contributions amounting to over $1.5 million were received from more than 90 individuals, foundations, and corporations. Income from the Fund is providing seed funding for new collaboratives, such as the K-12 project. The first Maw by Fund for Kids intern, Erin Gardiner, began her internship at CMF in early Spring, 1996. CMF Membership In 1995-96, 28 new members joined and 85 members contributed additional support to CMF for special projects, as well as their regular membership fees. * - designates new member, # - designates additional contribution. # Talbert & Leota Abrams Foundation The Acme Foundation # Albion Civic Foundation • Alger Regional Community Foundation # Allegan Foundation # Americana Foundation Ameritech Amy Foundation Claude D. & Etta H. Andrews Foundation # Ann Arbor Area Community Foundation # ANR Pipeline Company Charles Anthony Foundation AT&T Athens Community Foundation Autocam Corporation Baraga County Community Foundation • Barry County Community Foundation # Barstow Foundation # The Battle Creek Community Foundation The Batts Foundation Charles M. Bauervic Foundation, Inc . Bauervic-Paisley Foundation # Bay Area Community Foundation �7 Increasing Philanthrophy Contributors Ia The Mawhy Fund Albion Civic Foundation Allegan Community Foundation Americana Foundation Ann Arbor Area Conununity Foundation The Battle Creek Community Foundation Bay Area Community Foundation Bedford Community Foundation Berrien Community Foundation Besser Foundation Guido A. & Elizabeth H. Binda Foundation Branch County Community Foundation Cadillac Area Community Foundation Capital Region Community Foundation Charlevoix County Community Foundation Community Foundation for Delta County Community Foundation for Muskegon County Conmmnity Foundation for Northeast MI Conmmnity Foundation for SE Michigan Community Foundation of Greater Flint Community Foundation of Monroe County Community Foundation of St. Clair County Detroit News Dorothy U Dalton Foundation The Herbert H. & Grace A. Dow Foundation Four County Foundation The Fremont Area Foundation Frey Foundation Rollin M. Gerstacker Foundation Irving S. Gilmore Foundation Grand Haven Area Conmmnity Foundation. The Grand Rapids Foundation Grand Traverse Regional Community Foundation Gratiot County Community Foundation Greater Rochester Area Community Foundation Greenville Area Foundation Hillsdale Community Foundation Holland Conmmnity Foundation The Jackson Community Foundation Kalamazoo Foundation WK. Kellogg Foundation Ludington Area Conmmnity Foundation Marquette Community Foundation Marshall Community Foundation McGregor Fund Metro Health Foundation Midland Foundation The Miller Foundation Morley Brothers Foundation Charles Stewart Mott Foundation Mt. Pleasant Conmmnity Foundation Petoskey-Harbor Springs Area Community Foundation Rotary Charities ofTraverse City Saginaw Community Foundation Sh.iawassee Foundation Charles]. Strosacker Foundation Sturgis Community Foundation The Taubman Foundation The Tiscornia Foundation, Inc. Harry A. & Margaret D. Towsley Foundation Frederick S. Upton Foundation Wege Foundation David M. Whitney Foundation Diane and Robert S. Collier Laura A. Davis Judith S. and Robert L. Hooker Andy and Jack Hopkins Anne and Gilbert Hudson Dorothy A. and F. Martin Johnson Patricia and Charles Johnson Ray Loeschner Diana and John E. Marshall III Mariam C. and James Kelly Noland Donald R. Parfet Dr. John W Porter Margaret A. (Ranny) Riecker Margaret T. Smith Nancy and Leonard L. Smith Maureen H. and Paul Smyth Morris Stulberg Ellen and Peter P Thurber Betty and Stephen P Upton Kate Pew and Richard Wolters 18 CMF staff members 1 anonymous donor ;I I' Joseph E. Beauchamp Trust # Bedford Community Foundation # Berrien Community Foundation # Besser Foundation Les & Anne Biederrnan Foundation, Inc. Big Rapids Area Community Foundation # Guido A. & Elizabeth H. Binda Foundation # Donald B. Birtwistle Foundation • The Blodgett Foundation Blue Cross Blue Shield of Michigan Foundation # Blue Cross Blue Shield of Michigan Boersma Charitable Trust Bonisteel Foundation The Borman Fund Arnold & Gertrude Boutell Memorial Fund Charles & Jessie Brackett Memorial Scholarship Fund # Branch County Community Foundation Hilda E. BretzlaffFoundation Buchanan Area Foundation Burdick-Thorne Foundation # Cadillac Area Community Foundation Samuel Higby Camp Foundation # Capital Region Community Foundation The Carls Foundation CB Financial Corporation # Gerald W. Chamberlin Foundation, Inc. The Clarence & Grace Chamberlin Foundation # Charlevoix County Community Foundation Chelsea Community Foundation Chemical Bank & Trust Chris-Tina Foundation Gordon Christian Foundation # Chrysler Corporation Fund Citizens Bank # # # # # # Clio Area Community Fund Colina Foundation Colon Foundation Fund Comerica 1ncorporat€d Community Foundation for Delta County Community Foundation for Livingston County Community Foundation for Muskegon County Community Foundation for Northeast Michigan Community Foundation for Southeastern Michigan Community Foundation of Greater Flint I' �I ~ ~ I Government Relations f 1 ~----------------------------------------------------------------------------------------------------------~ I Since 1977, CMF has worked with ?tate and national policymakers to seek passage of legislation favorable for the creation and growth of new foundation and corporate giving programs. Highlights this year include: • For the fourth ye~r, led a delegation of twelve CMF members to Washington, DC to share information on Michigan's philanthropic activity and to encourage cosponsorship of two bills important to grantmakers. • Successfully defeated the Istook Amendment by working in concert with the Council on Foundations, Regional Associations of Grantmakers, and other nonprofit organizations. • Contributed $5,000 on behalf of community fo undation members to challenge FASB interpretations-working with the Council on Foundations, New York Community Trust, and others . • Worked toward obtaining a Michigan tax deduction for charitable contributions. CMF contributed $5,000 to the effort on behalf of members. CMF's strong advocacy program will continue, with the current year focusing on achieving seven new legislative goals. A copy of CMF's full Legislative Statement may be requested from CMF Information Services. • Achieved three of CMF's legislative goals pertaining to Directors' and Officers' Liability Insurance, the treatment of grants by U.S. foundations to nonresident aliens, and protection for charitable gift annuities. CMFTrustees MargaretA . (Ranny) Riecker (Chair of the CMF Government Relations Committee) and Bill Brooks join CMF member David Kennedy to meet with Senator Spencer Abraham during the annual "Ulashington Visit." Fourteen Congressmen and Senator Levin also met with members of the CMF delegation. # Community Foundation of Monroe County # Community Foundation of St. Clair County # The Community Foundation of the Holland/Zeeland Area Community Heritage Foundation of Eaton Rapids # Consumers Power Foundation Cook Charitable Foundation Cook Family Foundation Coopersville Area Foundation Raymond M. & Jane E. Cracchiolo Foundation Robert & Jeanine Dagenais Foundation # Dorothy U. Dalton Foundation Mignon Sherwood DeLano Foundation Delta Dental Fund # Detroit Edison Foundation Detroit Lions, Inc. Detroit Neurosurgical Foundation # Detroit Newspap€r Agency Communities Fund The Charles DeVIieg Foundation Dick & Betsy DeVos Foundation Douglas L. & Maria P. DeVos Foundation # Richard M. & Helen DeVos Foundation The Dexter Foundation Dickinson County Community Foundation # # * # # * Dickinson, Wright, Moon, VanDusen & Freeman The Herbert D. & Junia Doan Foundation Domino's Foundation The Dow Chemical Company Foundation Dow Coming Foundation The Herbert H. & Grace A. Dow Foundation The Herbert H. & Barbara C. Dow Foundation Drake-Quinn Family Foundation Dyer-lves Foundation Earhart Foundation Earl-Beth Foundation The Eaton County Community Fund C.K. Eddy Family Memorial Fund # Glenn D. Curtis Edmore Trust Ernst & Young The J.F. Ervin Foundation ESCO Co. Lim ited Partnership H.T. Ewald Foundation Fenton Community Fund The Fetzer Institute Fibre Converters Foundation, Inc. George R. & Elise M. Fink Foundation First of America-Michigan, NA Max M. & Marjorie S. Fisher Foundaiion Fisher-lnsley Foundation �· II nformation Ser ces CMF Information Services includes more than 3,500 reference materials and specialized searches for members. Over the year, 300 library materials were added to CMF's library and 900 resource files were updated. Features of the service were well used, with more than 6,000 requests that can be summarized as follows: The following list indicates ,the variety of resources available from CMF Information Services: Books-Assessment cif the Chiif Executive: a tool for governing boards and chiif executives of nonprofit organizations (National Center for Nonprofit Boards, 1995). • Handled 527 reference requests. • Prepared 1, 7 4 7 packets of materials for philanthropic events. • Distributed 2,075 complimentary publications. Corporate Giving Strategies that Add Business value (Conference Board, 1995) . Creating a Just and Caring Community: A Case Study cif the Mary Reynolds Babcock Foundation 5 Investment in Education and Planning (Council on Foundations, 1996). • Loaned 1, 988 library items. Articles- Let Go of Your Old Investment AssumpJions (Foundation News,Jan/Feb., 1994). lnfonnalion Services 10,000 D - D D - Searchingfor an Identity in the 21st Century: One Foundation 5 Experience (Black Publications Educational Materials Reference Library Materials Philanthropy, May/June, July/ August, 1995). - Changing A Trust Location for Tax Purposes (Trusts & Estates,July, 1996). 5,000 Videos - Investingfor Social Gain: Rijlections o .~~~~~~--~ 1992-93 93-94 94-95 95-96 on two decades cif program-related investments - Ford Foundation (1994). - Women: Setting New Priorities - Whirlpool Foundation (1996). * * # * # # # # # # Ethel and James Flinn Family Foundation Flint Ink Foundation Ford Foundation Ford Motor Company Fund Forest Park Community Fund Four County Foundation The Fremont Area Foundation Frey Foundation Gannett Communities Fund/Detroit News General Motors Foundation The Gerber Companies Foundation The Rollin M. Gerstacker Foundation Herman & Irene Gertz Foundation Doris J. Giddey Trust # Irving S. Gilmore Foundation Gordy Foundation, Inc. The Gornick Fund Grand Bank Grand Blanc Fund # Grand Hav€n Ar€a Community Foundation # The Grand Rapids Foundation Grand Rapids Lab€1 Foundation # Grand Traverse Regional Community Foundation Granger Foundation # Gratiot County Community Foundation Greater Frankenmuth Area Community Foundation The Greater Lansing Foundation # Greater Rochester Area Community Foundation # Greenville Area Foundation GTE Telephone Operations 1'he Hannan Foundation Harder Foundation Charles Stewart Harding Foundation * Harris Foundation Havirmill Foundation Hayden Foundation Health Education Foundation HealthPius of Michigan David M. & Joyce F. Hecht Foundation, Inc. Myrtle E. & William G. Hess Charitable Trust # Hillsdale Community Foundation # The Clarence & Jack Himmel Foundation James and Lynelle Holden Fund * The Holley Foundation Homer Area Community Foundation Robert L. & Judith S. Hooker Foundation # Hougen Fourodation Hudson's Hudson-Webber Foundation Hudsonville Community Foundation Edward F. & 11i111a Hunter Foundation Huron County Community Foundation # The Hurst Foundation �r Conferences & Meetings ·--------------------------------------------------------------------------------------------------------------. ~ ~ I L ~ .. CMF offers grantmakers numerous_?pportunities to attend educational events ranging in size from the largest gathering of grantmakers in the state to small, intimate settings of family members considering forming a foundation. • Welcomed 943 grantmakers to the 23rd Annual Conference, "The Widening Horizons of Philanthropy," in Kalamazoo where 172 speakers presented 58 sessions. Featured speakers included Paul Newman, Senator Dick Posthumus, Dr. William C. Richardson, Margaret Mahoney, John Coy, John L. Zabriskie, and David Rusk. • Provided 240 community foundation Youth Advisory ,Committee members and adult advisors with leadership and management training during the fourth annual summer State Leadership Conference, "Celebrating Diversity /Working Toward Community Change," at Camp Miniwanca. • Held an investment seminar for 40 members in Grand Rapids. • Conducted three "regional discussion" meetings for family foundations in Birmingham, Midland and Grand Rapids. • Held an Institute for New Staff in Muskegon for 60 new grantmakers. • Cosponsored two Literature and the Professions Seminars for 30 senior staff and CEOs. • Convened 125 member foundation trustees and staff for the Regional Members Meeting in Grand Rapids. Paul N ewman led the list of 172 speakers at the 23rd Annual Conference. Former CMF chair Herbert H . Dow and wife Barbara join CMF president Dorothy A. Johnson in expressing their thanks to Newman after his keynote address. The Iacocca Foundation # International Business Machines Ionia County Community Foundation Ishpeming Community Fund # The Jackson Community Foundation William A. & Ruth Janks Foundation John Michael Jeffers Fund The Jensen Foundation Jewish Community Foundation # F. Martin & Dorothy A. Johnson Foundation Paul A. Johnson Foundation Paul C. Johnson Foundation JSJ Foundation • Responded to members' requests that CMF convene grantmakers on the issue of violence· prevention by sponsoring a Violence Prevention Seminar in Traverse City for 60 members. # Kalamazoo Foundation # Kmart Corporation The Kantzler Foundation Kaufman Foundation Chaim, Fanny, Louis, Benjamin & Anne Florence Kaufman Trust The Keeler Foundation Keller Foundation # WK. Kellogg Foundation Kellogg Company # Kellogg Company 25-Year Employees' Fund, Inc. * Kelly Services, Inc. Foundation Elizabeth E. Kennedy Fund * Greater Keweenaw Community Fund Key Bank Knight Family Charitable & Educational Foundation Sam & Jane Kravitz Foundation The Kresge Foundation # Kysor Industrial Corporation Foundation # La-Z-Boy Chair Foundation Lacks Enterprises, Inc. The Helen Laidlaw Foundation Lake County Community Foundation Patricia A. and William E. LaMothe Foundation * Lapeer Community Foundation # Larson Family Fund The Lee Foundation Leelanau Township Foundation, Inc. Library of Michigan Foundation Loeschner Enterprises, Inc. Loosemore Foundation The Loutit Foundation The Edward Lowe Foundation # Ludington Area Foundation Lurie-Polasky Foundation # Lutjens Family Foundation The Lyon Foundation * M & M Area Community Foundation * Mackinac Island Community Foundation Malpass Foundation Manistee County Foundation �11 In a continuous endeavor to effectively communicate with members, legislators, the media: nonprofit organizations, and the general public, CMF staff constantly updates the organization's communications plan to better address the needs of our audiences. This year, we: • Increased the number of issues of Memo to Members to nine. • Piloted remote access to CMF's computer network, setting up the first stage of online access for members. • Began scanning community foundation sample documents to provide members with digital versions of images on-line which can be customized for member use. • Achieved record sales of the Michigan Foundation Directory. Published and distributed the Directory Update to more than 3,300 purchasers. • Produced three issues of The Michigan Scene to keep more than 5,000 Michigan grantmakers, the nonprofit sector, legislators, and the public informed of important philanthropic news and events. • Designed and put into operation our Home Page on the Internet's "world wide web," making news releases, legislative highlights, conference registration, membership information and more available on the Internet. Mrs. Leo Brennan receives training on accessing CMF's computer from a remote site. Jte look forward to having you visit our Home Page at http:! !www.novagate.com/-cmf. # # # * # Alex & Marie Manoogian Foundation Marquette Community Foundation Marshall Community Foundation Masco Corporation Charitable Trust W.B. McCardell Family Foundation J.P. McCarthy Foundation McColl-Batts Foundation McCurdy Memorial Scholarship Foundation McGregor Fund B.D. & Jane E. Mcintyre Foundation C.S. & Marion F. Mcintyre Foundation W.O. & Prudence A. Mcintyre Foundation McKinley Foundation The MEEMIC Foundation for the Future of Education # The Meijer Foundation Mervyn 's # Metro Health Foundation Allen H. & Nydia Meyers Foundation Michigan AIDS Fund Michigan Automotive Com pressor, Inc. # Michigan Consolidated Gas Company * # # • # # Michigan Humanities Council Michigan National Bank The Michigan Native American Foundation The Michigan Women's Foundation Midland Foundation Herman Miller, Inc. The Miller Foundation Miller, Canfield, Paddock & Stone Francis Goll Mills Fund Monroe Auto Equipment Foundation Trust Morley Brothers Foundation Charles Stewart Mott Foundation Ruth Mott Fund # Mt. Pleasant Area Community Foundation T.B. Murphy Foundation Charitable Trust # NBD Bank Negaunee Community Fund Allen E. & Marie A. Nickless Memorial Foundation The Nokomis Foundation Amos Nordman Charitable Trust * Norway Area Community Fund Oceana County Community Foundation Old Kent Bank �Promotion & Networking If the needs of a community are to be effectively and efficiently met, grant~akers and grantseekers must cooperatively share information and results. Networking and promotion activities included: • Cosponsored the seventh annual Grantmakers I Grantseekers Conference, "Celebrating a Common Ground," in Lansing with the Michigan Nonprofit Association offering 13 technical and issue sessions for 580 participants. • Assisted writers from Crain~ Nonprofit News with monthly stories on philanthropy. • Continued our involvement with numerous state and national organizations, including: the Communications Network in Philanthropy, Independent Sector, the Consortium of Foundation Libraries, the Council on Foundations, Foundation Center, and the NSFRE Chapters. Governor John Engler, the opening keynote speaker for Grantmakers! Grantseekers Seminar VII, "Celebrating Our Common Ground," discussed the importance of public, private, and nonprofit partnerships in the new government paradigm . Ontonagon County Community Foundation Osceola County Community Foundation Otsego County Community Foundation Paideia Foundation * Paradise Area Community Fund • Paradise Foundation Elsa U. Pardee Foundation # Petoskey-Harbor Springs Area Community Foundation Pharmacia & Upjohn Foundation William Lyon Phelps Foundation The Pinney Foundation Anna R. Pipp Foundation The Pistons-Palace Foundation • Plante & Moran # Herbert & Elsa Ponting Foundation * Porter Foundation The Power Foundation The Preede Foundation The Meyer and Anna Prentis Family Foundation, Inc. Price Waterhouse Public Benefit Corporation The Pyle Foundation * Ransom Fidelity Company RJK Foundation Harold & Carolyn Robison Foundation # Rotary Charities of Traverse City Rotary District 6360 Foundation • Coordinated qua~terly meetings of Michigan VV<Jmen in Philanthropy and Greater Grand Rapids Donors Forum. • Facilitated eight meetings of the Detroit Area Grantmakers with an average attendance of 50 participants. • Assisted members in submitting 10 feature stories on corporate philanthropy for the fifth annual May issue of Michigan Forward, published by the Michigan State Chamber of Commerce. • Began Phase II of the six-site community foundation collaborative Michigan CARES project in partnership with the Michigan Community Service Commission. • · Distributed 1,748 newspaper clippings to more than 75 members from throughout the State on their activities. ranttnak~rs I Grantsee\ers May Mitchell Royal Foundation # Saginaw Community Foundation Sanilac County Community Foundation * Sault Ste. Marie Community Fund Schoolcraft County Community Foundation * Schroeder Foundation Schwartz Family Foundation The Sebastian Foundation Peter F. Secchia Foundation Second National Bank William & Sarah Seidman Foundation The NateS. & Ruth B. Shapero Foundation # # * # # * # # Samuel & Harold M. Shapero Foundation Shiawassee Foundation The Shiffman Foundation Simpson Industries Fund The Skillman Foundation Slemons Foundation, Inc. George M. & Mabel H. Slocum Foundation SPX Foundation St. Denys Foundation St. Ignace Area Community Fund Steelcase Foundation The Charles J. Strosacker Foundation Sturgis Foundation �nical Assistance ------------------------------------------------------------------------------------------------------------~, CMF offers all types of technical assistance to meet grantmakers' needs. One-on-one site ·· consultations are provided to individuals, families, and corporations interested in starting foundations. Assistance in preparing annual reports, brochures, or news releases is extended as well. Last year, the amount of technical support offered to individuals wishing to form a foundation more than doubled. • Successfully marketed the Common Grant Application Form, which is now either accepted or required by 45 CMF members and is available for viewing or downloading on our Internet website. • Launched the Community Foundat ion Positioning and Marketing Project with support from Michigan's seven largest community foundations . • Collaborated with The Philanthropic Initiative of Boston to receive a grant for the Outreach to Advisors Project. More than 100 personal interviews were held with advisors to the wealthy. • Provided 83 consultations on foundation legal and planned giving issues, including the selection of planned giving vehicles, assistance with potential donors on development of charitable remainder trusts and charitable gift annuities, and counsel on legislative issues in regard to planned giving. • Held 39 consultations with donors considering foundation formation. • Made 40 site visits to community foundation Youth Advisory Committees. The Keith W. Tantlinger Foundation The Tap€stry Foundation of Mary Cannel & Thomas P. Borders # The Taubman Foundation These Colors Don't Run Foundation Mary Thompson Foundation # The Tiscomia Foundation, InG. A.M. Todd Company Foundation # Harry A. & Margaret D. Towsley Foundation The Trico Foundation * Trust Fund for Children with Special Needs Burton H. & Elizabeth S. Upjohn Charitable Trust Harold and Grace Upjohn Foundation W.E. Upjohn Institute for Employm€nt Research Upper Peninsula Community Foundation # FrederickS. Upton Foundation Frank S. & Mollie S. VanDervoort Memorial Foundation Varnum, Riddering, Schmidt & Howlett, LLP Vicksburg Foundation John W. & Rose E. Watson Scholarship Foundation i * Chris Webber Foundation # The W€ge Foundation The James A. Welch Foundation The Wetsman Foundation Whirlpool Foundation The John & Elizabeth Whiteley Foundation # David M. Whitney Fund * Harvey Randall Wickes Foundation Wickson-Link M€morial Foundation Wigginton Educational Foundation The Wilkinson Foundation Matilda R. Wilson Fund # Isadore & Beryl Winkelman Foundation Winship Memorial Scholarship Foundation Wolverine World Wide Foundation Wren Foundation Wyoming Community Foundation The Young Foundation I I~ �Michigan Community Foundations'Youth _Project In 1988, when the $49 million Michigan Community Foundations' Youth Project (MCFYP) was established in partnership with the WK. Kellogg Foundation, Michigan had 34 community foundations serving 28 counties. Today, 52 community foundations and 28 affiliates service 73 Michigan counties. Since 1988, community foundation grantmaking has increased 93% to nearly $36 million and assets have jumped by 205% to $712,728,426. The purpose of MCFYP is to foster the development of Michigan community foundations and to involve youth in grantmaking by offering challenge grants to community foundations meeting project criteria. Michigan's community foundations now have established permanent youth endowments valued at $27,324,086, overseen by more than 1 ,200 high school youth serving on youth advisory committees (YACs) . Since MCFYP's inception,YACs have made more than 1,120 grants totaling over $2 million to meet local needs . In 1995/ 96, the Capital Region Community Foundation, the Charlevoix County Community Foundation, the Hillsdale Community Foundation, and the Community Foundation of St. Clair County completed the terms of the $1 million Kellogg challenge. Fourteen community foundations have now completed the Kellogg challenge, which is scheduled to end in 1998. In addition, MCFYP awarded 54 mini-grants totaling $40,290 for community foundation board and staff training, administrative support, and fund development training in 1995/96. Finally, a companion grant from the Kellogg Foundation assists community foundations in implementing a common foundation information management system (FIMS). "This is our chance to have some influence in our community, resolve our dtfferences and reach consensus." -Nicole Jereme, 12th grade, Saginaw Community Foundation YAC MCFYP Board of Trustees & Officers: John E. Marshall III - Chair Diana V Rodriguez Algra Angela Campbell Frank Dirks Diana Economy Charles A. Johnson Dorothy A. Johnson Patricia B. Johnson Rex K. Nelson Diana R. Sieger Maureen H. Smyth Eileen C. Starks Peter P. Thurber �Since 1990, the Michigan AIDS Fund (MAF), has been Michigan's private philanthropic response to the AIDS epidemic. Through collaborative grantmaking and comprehensive, compassionate programs, MAF has gained a national reputation for producing results in the fight against AIDS. More than $3.2 million has been awarded by MAF to community-based AIDS-related organizations since its inception, and it has been instrumental in helping organizations secure and disburse considerable funding from other sources. In the past year, more than $626,000 has been granted to 34 organizations throughout Michigan. • Peer review - MAF sponsors four to six peer review visits annually 'to provide productive networking and program comparison on location; and • Peer technical assistance - staff of emerging projects are matched with long-time experienced AIDS grantees to offer life experience and technical assistance. .I I II ,I l, Determined to address the plethora of issues associated with AIDS, MAF's services to partners/ grantees include: I I! I • Granting conferences - at the start of each grantmaking cycle, MAF brings grantees together to learn how to conduct effective programs and end-of-year evaluations; • Technical assistance - through individual consultation, specialized trainings and an annual state conference, MAF helps to resolve staff issues, strengthen organizational and financial capacity, create effective strategic plans, and assist with other technical matters; Photograph by Mary Fisher, Trustee, Max M. & Marjorie S. Fisher Foundation MAF Board of Trustees & Officers: Glenn F. Kossick - Chair Dr. Ira Strumwasser - Vice Chair Leonard W Smith - Treasurer Dr. Frederick W Bryant - Secretary Earl (Skip) Schipper - Executive Director Dr. Michael Boucree Carolee Dodge-Francis Mary Davis Fisher Barbara J. Getz Dorothy A. Johnson Jay Kaplan Jeanette R. Mansour Mark A. Miller Dr. Dexter Shurney David K. Swenson Dr. Henrie M. Treadwell Kate Pew Wolters �Treasurer's Report The Council of Michigan Foundations (CMF), an association of foundations and corporations making grants for charitable purposes, was incorporated in 1975 to enhance, improve and increase philanthropy in the State of Michigan. During fiscal 1994, the Michigan Community Foundations' Youth Project (MCFYP) and the Michigan AIDS Fund (MAF) became supporting organizations of CMF under the provisions of Section 509(a)(3) of the Internal Revenue Code. CMF exercises control over these organizations through the appointment of board members of each of these organizations. " Contributions and pledges to the endowment funds have brought the current balance to $1,545,000. Ernst & Young LLP has issued an unqualified opinion on the combined Financial Statements of CMF and its supporting organizations for the years ended March 31, 1996 and 1995. These condensed combined financial statements have been derived from the financial statements audited by Ernst & Young LLP, which were prepared in accordance with GAAP, including FASB Statement No.'s 116 & 117. The audited financial statements are available for public inspection at the Council of Michigan Foundations' office. CMF and its supporting organizations qualify for tax-exempt status under section 501 (c)(3) of the Internal Revenue Code. Grants & Contributions Receivable due in future years of$7,116,000 and $10,045 ,000 have been recorded for the years ended March 31, 1996 and 199 5 as a result of new FASB #116 requirements . Patricia B. Johnson Treasurer �- ~1 il ll 'i 'I il Report of Independent Auditors Board ofTrustees Council of Michigan Foundations Council of Michigan Foundations and Supporting Organizations Condensed Combined Financial Statements Years Ended March 31, 1996 & 1995 Combined Balance Sheets Assets Cash Investmen ts Grants & contributions receivable Accrued investn1en t income Prepaid expenses & other assets Fixed assets net of depreciation Total assets March 31 1996 $15 ,874 17,616,902 7,116,313 167,176 107,467 797,397 $25,821,129 March 31 1996 1995 Liabilities Accounts payable Grants payable Deferred revenue Total liabilities $30,036 17,061,823 10,045,218 175,953 120,867 630,978 $28,064 ,875 Net assets Total liabilities and net assets 1995 $86,234 605,714 41,925 733 ,873 $14 ,836 380,584 7,570 402,990 25 ,087,256 $25,82 1,129 27,661,885 $28,064,875 Combined Statements of Activities and Changes in Net Assets General Operations Support and Revenues Member contributions Grants & other contributions Conferences Publications Software installation fees Management services Investment income & other $479,030 703,392 259,265 45,594 Endowment Funds $1,028,912 749,110 92,109 Michigan Community Foundations' Youth Project Michigan AIDS Fund Eliminations 1995 Total $479,030 3,577,184 320,091 47,175 7,000 0 1,264,009 $388,849 11,188,867 250,950 72,399 15,000 (749,110) 5,694,489 12,729,412 34,341 (749,110) 6,025,439 398,784 98,401 362,162 93,582 1,290,750 6,773 ,652 304,326 112,296 323,217 72 ,604 1,146,319 $643,984 44,867 1,151 7,000 $1,200,896 15,959 430 1,124,654 47 ,246 1,821 ,656 1,264,531 5,110,533 668,442 54,149 6,990 122,531 741 ,610 ($749,110) 813,347 Total support revenue 2,328,500 Expenses Grants Conferences Publications Professional fees Depreciation Programming/ administrative 246,464 344,635 91 ,411 239,631 93,582 1,263,909 Total Expenses 2,279,632 0 5,852, 143 886,453 (749,110) 8,269,1 18 8,732,414 48,868 1,028,912 (4,030,487) 378,078 0 (2,574,629) 3,996,998 1,195,226 123,856 $1 ,367,950 516,217 25,235,792 (123,856) $21,081 ,449 714 ,650 27,661,885 23,664,887 $25 ,087,256 $27,661,885 Changes in net assets Net assets at beginning of year Other transfers Net assets at end of year 1,028,912 1996 Total $1 ,545,129 $1,092,728 $0 �Advisory Cabinet Chair D r. Russell G. Mawby C hairman Emeritus WK. Kellogg Foundation Elizabeth H. Binda Vice President and Trustee Guido A. & Elizabeth H. Binda Foundation Malcolm G. Dade, Jr. Vice President-Human Relations Detroit Edison William A. Diaz Program Officer, Human Rights H. H . Humphrey Institute Ted L.Johnson President Emeritus The Fremont Area Foundation Robert D. Sparks President Emeritus WK. Kellogg Foundation Sally J.Yerex Durzo Second Vice President NBD Trust Company of Florida Howard D. Kalleward Trustee Dorothy U. Dalton Foundation H erbert E. Spieler Executive Director The Jackson Communiry Foundation Nancy P. Feller Associate General Counsel and Director, Legal Counsel Ford Foundation James R . Kettler Vice President James A. Welch Foundation Dr. Antony T. Sullivan Corporate Secretary Earhart Foundation Donald A. Lindow Senior Vice President NBD Bank Alfred H . Taylor, Jr. Former Chairman The Kresge Foundation Robert B. Miller, Sr. Chairman The Miller Foundation William VWeatherston Director of Communiry Relations Michigan Consolidated Gas Company Robert A. Fisher President and Trustee Frank S. & Mollie S. VanDervoort Memorial Foundation Nicholas M. Gabriel Treasurer/ Director, Financial Services Ford Foundation Judith S. Hooker Vice President Robert L. & Judith S. Hooker Foundation Gilbert Hudson President Hudson-Webber Foundation Miles Jaffe Trustee Henry E. & Consuelo S. Wenger Foundation W Calvin Patterson III President Earl-Beth Foundation Richard K. Rappleye Vice President & Secretary /Treasurer Charles Stewart Mott Foundation Carl F. Reitz Secretary Besser Foundation Leonard W Smith President The Skillman Foundation Peter M . Wege President The Wege Foundation William S. White Chairman, President & CEO Charles Stewart Mott Foundation �- --- - -- - - - - - - -- - - 19 Over the years, CMF has worked in caUaharatian with: Our 357 private, corporate, community and public charity foundation members 33 Affinity Groups 24 Regional Associations of Grantmakers Accounting Aid Society The Aspen Institute N onprofit Sector Research Fund Concerned Citizens for the Arts in Michigan Corporation for N ational Service The Conservation Company Council on Foundations Detroit Conmmnity Development Funders' Collaborative Direction Center Forum of Regional Associations of Grantmakers T he Foundation Center GrandValley State University Center on Philanthropy Great Lakes Protection Fund Greater Detroit Chamber of Conm1erce Business Contributions Conmuttee Independent Sector Indiana University Center on Philanthropy Michigan Arts League Michigan CARES (Communities Accessing Resources to Engage in Service) Michigan Campus Compact Michigan Community Service Commission Michigan Council for Arts and Cultural Affairs Michigan D epartment of Civil Rights Michigan Department of E ducation Michigan K-12 Service Learning Center Michigan Leagu e for Human Services Michigan Nonprofit Association Michigan State Chamber of Commerce Michigan State University Institute for Public Policy and Social R esearch M artin Luther King Jr. Holiday Conunission N ational Board for Professional Teaching Standards N ational Society of Fund Raising Executives Capital Area Chapter Greater Detroit Chapter Mid-Michigan Chapter West Michigan Chapter N ew Center N ew Detroit The Philanthropy Roundtable Presidents Council, State Universities of Michigan Southeast Michigan Volunteer Council The Urban Education Alliance United Way Community Services Voluntary Action Center Volunteer Centers of Michigan �CMF Staff Robert S. Collier Vice President & COO Linda B. Patterson Director, Family Foundation Services Director, Improving & Increasing Philanthropy Pamela A. Bitzer Administrative Assistant Elizabeth Pletcher Executive Assistant to the President Judy M. Carl Director, Communications Myndee Reinecke Information Systems Manager Dorothy A. Johnson President Jeri L. Fischer Director, Independent Foundations Editor, The Michigan Foundation Directory Sandra G. Katt Director, Corporate Services Director, Conference & Meeting Services Terry Langston Youth Project Director, Community Foundation Program Michelle L. Leyton Accounts Receivable Data Input David R. Lindberg Director, Finance & Administration Donnell Snite Mersereau Program Director, Community Foundations Norma]. Scheele Administrative Assistant, Community Foundation Program June L. Ulrey Administrative Assistant, Community Foundations Judith A. Wright Executive Assistant- to COO & Director of Finance (Part-time) Gail B. Powers-Schaub Information Services Manager Barbara Dryer Information Services Librarian Consultants-in-Residence (volunteers) Robert E . Hencey (WK. Kellogg Foundation) Communications FrankT.Judge,Jr. (Ford Motor Company) CMF Detroit Office Michigan AIDS Fund Earl (Skip) Schipper Executive Director Community Foundation Project & MCFYP Consultants (Part-time) Nanette Keiser CMF/FIMS Computer Project Marvin King Community Foundation Youth Project James Krenek Community Foundation Upper Peninsula Project �Mission Statement ·- The Council of Michigan Foundations is an association of foundations and corporations which make grants for charitable purp~ses. As a membership organization, our mission is to enhance, to improve, and to increase philanthropy in Michigan. Our Purposes Network-To provide the means for regular sharing of ideas, experiences and expertise among grantmakers. Advocate-To represent Michigan grantmakers' interests and concerns with local, state and national governments. Increase-To increase the grantmaking resources of foundations and corporations in Michigan. Educate-To provide Michigan grantmakers with educational resources, information and services in order to enhance and improve philanthropy. Promote-To inform the public of the important contributions by Michigan grantmakers to the citizens of the state and society-at-large. Lead-To exercise leadership through facilitating members' responses to needs in the state. Legal services provided by: Clark Hill, PL. C. Produced by: Robert E. H encey Written by: Judy M. Carl G) Printed on Re cycled Paper �Council of Michigan Foundations Suite 3 One South Harbor Avenue PO. Box 599 Grand Haven, MI 49417 Phone: (616/ 842-7080) FAX: (616/842-1760) e-mail: cmf@cmif.org homepage: http://www.novagate.co m/~cmf � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1995_AR_1995-1996 Title A name given to the resource Council of Michigan Foundations Annual Report 1995-1996 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 1995-1996. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50107 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1995/1996