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· Community foundation

Charlevoix County Community Foundation

Awarding grants and scholarships.

$4.0M
Granted FY2024still arriving
88
Grants FY2024still arriving
7
States reached
$506k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
01What you fund
0199% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.

Health$2.2MArts & Culture$1.3MEducation$1.3MRecreation & Sports$873kEnvironment$807kHuman Services$755kHousing & Shelter$371kYouth Development$346kOther$0
02FY2024 · 88 grants

Where the money goes

Your grants by size, and where they go.

The 88 grants below total $3,412,644 — the rows itemised in this filing. The $4,001,642 headline is the total grant expense reported on the return, so the remaining $588,998 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.

By grant size · FY2024

  • Under $10k20 grants · $145k
  • $10k–50k50 grants · $992k
  • $50k–250k17 grants · $1.8M
  • $250k+1 grant · $506k
$17,387
Median grant
7
States reached
$65M
Total assets
Largest grants
RecipientAmount
Bay Area Substance Education$506,280
Womens Resource Center of No$240,380
Crooked Tree Arts Council$221,370
Beaver Island Rural Health Ce$163,966
Little Traverse Conservancy$142,895
East Jordan Schools$119,030
McLaren Northern Michigan Fdn$113,858
Charlevoix Historical Society$96,390
Charlevoix Public Library$84,940
Tip of Mitt Watershed Council$80,950
Munson Healthcare Chx Fdn$78,078
Northern Homes CDC$72,000
Charlevoix Area Humane Societ$69,410
Charlevoix Area Community Poo$65,380
Housing North$61,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–24, $724k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 2% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%Northern Homes CDC: $72k → 9%Womens Resource Center of No: $240k → 9%Hospice of Michigan: $8k → 14%Hospice of Michigan: $8k → 14%Womens Resource Center of No: $90k → 9%Womens Resource Center of No: $77k → 9%Northern Michigan Equine Ther: $17k → 9%Northern Michigan Equine Ther: $16k → 9%Womens Resource Center of No: $38k → 9%Northern Michigan Equine Ther: $14k → 9%Northern Homes CDC: $12k → 9%Kierstens Ride: $15k → 9%Northmen Den Youth Pantries: $12k → 9%Kierstens Ride: $8k → 9%Northwest MI Hospice Assist: $12k → 9%Good Samaritan Family Service: $19k → 9%Good Samaritan Family Service: $15k → 9%Good Samaritan Family Service: $12k → 9%Good Samaritan Family Service: $8k → 9%Northwest MI Hospice Assist: $13k → 9%Northwest MI Hospice Assist: $12k → 9%Northwest MI Hospice Assist: $9k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

MN
IL
MI
NY
IN
CT
CA
UT
CO
NE
MD
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve funded before.
$17M · 82 repeat orgs$653k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +24% since the first grant, against +6% for the ones you funded once.

82 repeat relationships — 74 still active in FY2024, 8 since wound down; 10 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

82
38

Total granted

$17M
$553k

Median revenue growth · since first grant

+24%
+6%

Still filing today

61%
66%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $100k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Arts & CultureHealthEnvironmentEducationHuman ServicesRecreation & SportsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • BA
    Bay Area Substance Education Services Inc
    3× · 2022–2024 · $631k · revenue +20% · 69% of their budget
  • BI
    Beaver Island Rural Health Center
    3× · 2022–2024 · $525k · revenue +19%
  • WR
    Womens Resource Center of Northern Michigan Inc
    4× · 2021–2024 · $444k · revenue +40%

Funded once

  • IS
    INLAND SEAS EDUCATION ASSOCIATIONgraduated
    one grant, 2022 · $50k · revenue +50%
  • MC
    Midland Center for the Arts Inc
    one grant, 2022 · $50k · revenue -50%
  • FK
    FLORIDA KEYS OUTREACH COALITION INC
    one grant, 2022 · $38k · revenue -13%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Land Conservancy of West Michigan

Our mission is conserving West Michigans ecologically critical land. We protect land by creating public nature preserves, providing support to communities and local governments in creating natural areas, and helping private landowners…

Environment
2
Midmichigan Health Services

To provide high quality community-oriented, patient-centered health services for all.

Health
3
The Northern Michigan University Foundation

The nmu foundation will establish and foster relationships to generate resources that benefit the strategic goals of northern michigan university.

Education
4
Six Rivers Land Conservancy Fka Six Rivers Regional Land Conservancy

To conserve, sustain, and connect natural areas, land, and waters that make the places we live special

Environment
5
The Little Forks Conservancy Inc

To permanently protect and improve natural environments in Mid-Michigan by leading and inspiring actions that conserve vital habitats and waterways for the benefit of our entire community.

Environment
6
Leelanau Conservancy

To conserve the land, water and scenic character of leelanau county, and to provide educational programs to develop an understanding and appreciation of leelanau county's natural heritage.

Environment
7
Lake Superior Community Partnership Inc

To stimulate and sustain a vibrant regional economy by facilitating economic growth and prosperity.

—
8
Historical Society of Michigan

The Historical Society of Michigan will foster in citizens a deeper understanding of and appreciation for all Michigan history through programs and publications; preserve and promote Michigan history through conferences, publications,…

Arts & Culture
9
Little Traverse Conservancy Conservation Trust

To protect scenic and natural lands in northern Michigan.

—
10
Michigan Chamber of Commerce

To promote conditions favorable to job creation and business success in michigan.

—
11
Legacy Land Conservancy

Safeguard southern michigan's land and water to support diverse, resilient, and thriving communities - forever

Environment
12
Michigan Historic Preservation Network

Advocate for michigan's historic resources to contribute to the economic vitality, sense of place and connection to the past.

—

For reference, the grantee most central to the portfolio’s shape is Council of Michigan Foundations and the most unlike its peers is Alden and Vada Dow Fund. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyYouth Development & Communi…Grand Rapids Cultural Insti…Regional Healthcare SystemsCommunity Foundations & Gra…Industry Trade AssociationsCommunity Development Organ…Christian Youth Camps & Min…Community Support ServicesLegal Services & AdvocacyNorthern Michigan Community…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 36 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number21%6%<5yr13%6%5–10yr21%14%10–20yr17%22%20–35yr15%26%35–55yr13%26%55yr+
THE FIELDby orgYOUR MONEYby value21%4%<5yr13%5%5–10yr21%7%10–20yr17%32%20–35yr15%39%35–55yr13%13%55yr+

The field is 21% startups (under 5 years old) — 6% of your grantees by number, and just 4% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 9% of the field you don’t fund.

orgs you fund
0.0%0/135
the rest of the field
9%
497/5,267

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

88 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 88 of the 136 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

8
Load-bearing (≥25% of a budget)
15
Early backer (in before they grew)
84/88
Grantees still filing
61/88
Grew since you first funded

Where your money sits — by cause, then by grantee

See — $9,058,016 · OtherSee+83 more — $4,108,954 · Other+83 moreBay Area Substance Education Services Inc — $630,875 · HealthBay Area S…Beaver Island Rural Health Center — $524,874 · HealthBeaver Isl…MCLAREN NORTHERN MICHIGAN FOUNDATION — $185,358 · HealthMCLAREN NO…MAYO CLINIC — $115,000 · HealthMAYO CLINI…PLANNED PARENTHOOD OF MICHIGAN — $102,443 · HealthPLANNED PA…PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST — $64,680 · Health+4 more — $96,000 · Health+4 moreCROOKED TREE ARTS COUNCIL INC — $298,984 · Arts & CultureGREAT LAKES CHAMBER ORCHESTRA — $139,150 · Arts & CultureRaven Hill Discovery Center — $118,187 · Arts & CultureCHARLEVOIX CIRCLE OF ARTS — $76,463 · Arts & CultureFISHTOWN PRESERVATION SOCIETY INC — $75,000 · Arts & CultureGreat Lakes Center for the Arts — $71,891 · Arts & CultureMidland Center for the Arts Inc — $50,000 · Arts & CultureBEAVER ISLAND HISTORICAL SOCIETY OF MICHIGAN — $48,969 · Arts & Culture+5 more — $40,297 · Arts & CultureWomens Resource Center of Northern Michigan Inc — $444,455 · Human ServicesNORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION — $83,500 · Human ServicesGOOD SAMARITAN FAMILY SERVICES — $53,523 · Human ServicesNORTHERN MICHIGAN EQUINE THERAPY — $47,050 · Human ServicesNORTHWEST MICHIGAN HOSPICE ASSIST — $46,019 · Human Services+3 more — $49,000 · Human ServicesLittle Traverse Conservancy Inc — $275,906 · EnvironmentTIP OF THE MITT WATERSHED COUNCIL — $153,499 · EnvironmentTOP OF MICHIGAN MOUNTAIN BIKE ASSOCIATION — $68,199 · EnvironmentINLAND SEAS EDUCATION ASSOCIATION — $50,000 · EnvironmentBOTANICAL GARDEN SOCIETY OF NORTHWEST MICHIGAN INC — $25,000 · EnvironmentBEAVER ISLAND COMMUNITY CENTER — $24,515 · Environment+2 more — $27,000 · EnvironmentCHARLEVOIX AREA COMMUNITY POOL — $352,279 · Recreation & SportsCamp Daggett — $77,819 · Recreation & Sports+3 more — $31,927 · Recreation & SportsNORTH CENTRAL MICHIGAN COLLEGE FOUNDATION — $244,465 · EducationRotary Club of Charlevoix Charities Inc — $70,000 · EducationCOMMUNITIES IN SCHOOOLS OF NORTHWEST MICHIGAN INC — $27,000 · EducationGRAND RAPIDS COMMUNITY COLLEGE FOUNDATION — $20,000 · EducationThe Leelanau School — $20,000 · Education+3 more — $26,142 · Education
Other$13,166,970Health$1,719,230Arts & Culture$918,941Human Services$723,547Environment$624,119Recreation & Sports$462,025Education$407,607

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetBay Area Substance Education Services Inc — $630,875 over 3y, 69% of budgetBeaver Island Rural Health Center — $524,874 over 3y, 20% of budgetWomens Resource Center of Northern Michigan Inc — $444,455 over 4y, 3.9% of budgetCHARLEVOIX AREA COMMUNITY POOL — $352,279 over 4y, 26% of budgetCROOKED TREE ARTS COUNCIL INC — $298,984 over 4y, 9.9% of budgetMUNSON HEALTHCARE FOUNDATIONS — $283,450 over 4y, 0.8% of budgetLittle Traverse Conservancy Inc — $275,906 over 4y, 1.3% of budgetCharlevoix Historical Society — $265,679 over 4y, 37% of budgetNORTH CENTRAL MICHIGAN COLLEGE FOUNDATION — $244,465 over 4y, 4.2% of budgetMCLAREN NORTHERN MICHIGAN FOUNDATION — $185,358 over 3y, 2.1% of budgetCHARLEVOIX COUNTY HUMANE SOCIETY — $162,268 over 4y, 13% of budgetTIP OF THE MITT WATERSHED COUNCIL — $153,499 over 4y, 5.9% of budgetNorthwest Michigan Rural Housing Partnership — $150,500 over 4y, 8.0% of budgetGREAT LAKES CHAMBER ORCHESTRA — $139,150 over 4y, 15% of budgetCONSERVATION RESOURCE ALLIANCE — $135,000 over 2y, 3.1% of budgetRaven Hill Discovery Center — $118,187 over 4y, 14% of budgetMAYO CLINIC — $115,000 over 4y, 0.0% of budgetPLANNED PARENTHOOD OF MICHIGAN — $102,443 over 4y, 0.1% of budgetNORTHWEST MI HABITAT FOR HUMANITY — $98,500 over 4y, 3.0% of budgetTHE MANNA FOOD PROJECT INC DBA - THE MANNA FOOD PROJECT — $92,300 over 4y, 1.5% of budgetNORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION — $83,500 over 2y, 7.5% of budgetDepot-Jordan Valley Teen Center — $82,660 over 3y, 12% of budgetCamp Daggett — $77,819 over 4y, 1.9% of budgetCHARLEVOIX CIRCLE OF ARTS — $76,463 over 4y, 7.5% of budgetCHILD & FAMILY SERVICES OF NORTHWESTERN MICHIGAN INC — $75,000 over 4y, 0.4% of budgetFISHTOWN PRESERVATION SOCIETY INC — $75,000 over 2y, 4.1% of budgetGreat Lakes Center for the Arts — $71,891 over 4y, 0.5% of budgetRotary Club of Charlevoix Charities Inc — $70,000 over 2y, 36% of budgetTOP OF MICHIGAN MOUNTAIN BIKE ASSOCIATION — $68,199 over 3y, 35% of budgetPLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST — $64,680 over 4y, 0.0% of budgetGOOD SAMARITAN FAMILY SERVICES — $53,523 over 4y, 1.3% of budgetRONALD MCDONALD HOUSE CHARITIES WESTERN MICHIGAN — $50,050 over 3y, 0.9% of budgetINLAND SEAS EDUCATION ASSOCIATION — $50,000 over 1y, 2.1% of budgetMidland Center for the Arts Inc — $50,000 over 1y, 0.1% of budgetBEAVER ISLAND HISTORICAL SOCIETY OF MICHIGAN — $48,969 over 3y, 7.1% of budgetNORTHERN MICHIGAN EQUINE THERAPY — $47,050 over 3y, 6.6% of budgetNORTHWEST MICHIGAN HOSPICE ASSIST — $46,019 over 4y, 45% of budgetBIG BROTHERS BIG SISTERS OF NORTHWE — $44,100 over 3y, 1.8% of budgetGRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION — $41,500 over 4y, 0.2% of budgetPARK CITY COMMUNITY FOUNDATION — $40,000 over 4y, 0.1% of budgetCOMMUNITY FOUNDATION BOULDER COUNTY — $40,000 over 4y, 0.1% of budgetTraining Wheels Childcare Center — $38,773 over 3y, 3.4% of budgetFLORIDA KEYS OUTREACH COALITION INC — $38,000 over 1y, 1.7% of budgetCHALLENGE MOUNTAIN OF WALLOON HILLS INC — $38,000 over 3y, 1.6% of budgetPOWER BOOK BAGS — $35,000 over 3y, 3.8% of budgetPETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION — $31,495 over 1y, 0.4% of budgetCOMMUNITIES IN SCHOOOLS OF NORTHWEST MICHIGAN INC — $27,000 over 2y, 1.4% of budgetLAKE CHARLEVOIX ASSOCIATION — $26,001 over 1y, 31% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Petoskey-Harbor Sprin…Frey FoundationOleson FoundationConsumers Energy Foun…Grand Traverse Region…Rotary Charities of T…The Offield Family Fo…Great Lakes Energy Pe…Triford FoundationCharles Stewart Mott …Jim and Diana Huckle …The Art and Mary Schm…
Petoskey-Harbor Springs Area Community FoundationMI83× affinity39 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Petoskey-Harbor Springs Area Community Foundation · Frey Foundation · Oleson Foundation · Consumers Energy Foundation · Grand Traverse Regional Community Foundation · Rotary Charities of Traverse City · The Offield Family Foundation · Great Lakes Energy People Fund · Triford Foundation · Charles Stewart Mott Foundation · Jim and Diana Huckle Family Foundation · The Art and Mary Schmuckal Family Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Charlevoix County Community Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%your share of their income ↑0%25%50%75%100%share of the org’s income from government →median 0%
  • Hartford Hospital — 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
27report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 136 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines