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Board of Trustees List Stephanie Belcher Manager of Experience, Insights, & Analytics Henry Ford Health Kristi Edgar Executive Vice President American 1 Credit Union Jeff Karmol Retired Finance Executive Gerdeau Elizabeth Mitchell Youth Advisory Committee Geri Phelps Self-Employed Accounting Services Stuart Smith VP Treasurer Dawn Food Products, Inc. Angela Wetherby Senior Attorney Consumers Energy Tiffany Dolley Consumers Energy Manager Jeremy Frew Executive Director Ella Sharp Museum Helen Lefere Youth Advisory Committee Joie Nelson Nursing Administrator Henry Ford Jackson Hospital Nick Reynolds Principal/CCO RISER Investing LLC & Independent Contractor Wittlin Advisory Carl Spaeth Retired Corporate Credit Manager Alro Steel Corp. Tobin Dunigan President Lakeshore Family Partners Marcus Gill Employees & Community Relations Officer JCISD Rick Mills Attorney Smith Haughey Rice & Roegge Steve Noble Program Manager SOM - EGLE Dr. Tovah Sheldon Senior Director of Innovative School Design Michigan Virtual Kevin "KC" Sykes Financial Advisor The Sykes Group at Morgan Stanley

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Learn about the Jackson Community Foundation's mission to enhance lives through community endowment funds, grants, and scholarship opportunities in Jackson, MI. WHAT WE DO ABOUT Since 1948, The Jackson Community Foundation has been helping donors make the most of their charitable and philanthropic goals. We are a tax-exempt, grantmaking public charity dedicated to improving the quality of life and leading positive change for the citizens of Jackson County, Michigan. We support effective nonprofits doing the “boots on the ground” work to provide real solutions to the issues facing our community. We carry out this broad mission by building permanent endowment funds and using a portion of the annual income to support a variety of local non-profit organizations and students through grants, special projects, and scholarships. Most of our assets are held in separate funds established by local individuals, families, businesses, or charitable institutions. When you are ready to make a lasting impact on your community, we are here to help! MISSION We connect people and resources to causes that strengthen and build our community. For Jackson. For good. Forever. EQUITY STATEMENT VISION Our vision is a thriving community where all people have the opportunity to reach their fullest potential. JOURNEY STATEMENT VALUES Act with Integrity & Transparency Embrace Diversity & Inclusion Advance Equity Inspire Partnerships, Collaboration & Collective Impact VALUES DEFINED HOW DOES A COMMUNITY FOUNDATION WORK? IT STARTS WITH A HEART FOR COMMUNITY 1 DONOR Anyone can be a donor and make a gift of any size. Some donations are pooled together to make a greater impact like the Community Needs Fund. 2 DONOR ENGAGEMENT We work with our donors to help them realize their philanthropic goals. Maybe you're are passionate about pets or maybe you're undecided. We are here to help! We continually monitor the emerging needs in Jackson County. COMMUNITY COLLABORATION AND LEADERSHIP JCF staff supports the following organizations by providing leadership and support through their participation: ADVOCATES AND LEADERS FOR POLICE AND COMMUNITY TRUST (ALPACT) The purpose ALPACT is to examine issues affecting police and community relations and ensure equitable enforcement of laws. EMERGENCY NEEDS COALITION Is an informal group of nonprofits, government, and faith that discuss needs in the community and the ever changing sources of assistance that is available for those in need. JACKSON COLLABORATIVE NETWORK Is a collective impact network of more than 500 members that includes local educators, business leaders, social service providers, residents with lived experience, physical and mental health providers, philanthropy and local elected officials. Network members are committed to working together in alignment with shared values of equity, authentic engagement, and continuous learning to identify and address the root causes of issues that affect the success and well-being of Jackson County residents. HUMAN SERVICE COORDINATING ALLIANCE (HSCA) is Jackson County's only director level collaborative among social service organizations. Leaders of the community gather together regularly to discuss how to provide and deliver the best human services possible to our community with the belief that we are stronger and more effective working together. STAFF Monica Moser President & CEO Lisa McDaniel Marketing & Communications Director Kelly Froedtert Operations Director Erik Lyman Donor & Community Relationship Director Monica Norris Scholarship & Youth Program Director Stephanie Schiro Grant Program Director Kendall Nash Impact Investing Herrick Fellow BOARD OF TRUSTEES Since 1948, JCF has had the pleasure of being served by countless individuals who have given of their time, talents, and knowledge to create a foundation that continually gives back to its community. We sincerely thank our Our Emeritus Trustees for their generous contributions to making the Jackson Community Foundation what it is today! OUR EMERITUS TRUSTEES Stephanie Belcher Manager of Experience, Insights, & Analytics Henry Ford Health Tiffany Dolley Consumers Energy Manager Tobin Dunigan President Lakeshore Family Partners Kristi Edgar Executive Vice President American 1 Credit Union Jeremy Frew Executive Director Ella Sharp Museum Marcus Gill Employees & Community Relations Officer JCISD Jeff Karmol Retired Finance Executive Gerdeau Helen Lefere Youth Advisory Committee Rick Mills Attorney Smith Haughey Rice & Roegge Elizabeth Mitchell Youth Advisory Committee Joie Nelson Nursing Administrator Henry Ford Jackson Hospital Steve Noble Program Manager SOM - EGLE Geri Phelps Self-Employed Accounting Services Nick Reynolds Principal/CCO RISER Investing LLC & Independent Contractor Wittlin Advisory Dr. Tovah Sheldon Senior Director of Innovative School Design Michigan Virtual Stuart Smith VP Treasurer Dawn Food Products, Inc. Carl Spaeth Retired Corporate Credit Manager Alro Steel Corp. Kevin "KC" Sykes Financial Advisor The Sykes Group at Morgan Stanley Angela Wetherby Senior Attorney Consumers Energy OUR HISTORY YOUTH ADVISORY COMMITTEE YAC is a youth-focused and youth-administered grant committee within the Jackson Community Foundation (JCF). The YAC program was established in 1989 through a challenge grant from the Michigan Community Foundation Youth Project funded by the W.K. Kellogg Foundation. Kellogg’s intent was to establish youth as philanthropists and build permanent endowment funds to meet youth-related needs within each community. YAC addresses the needs of youth in Jackson County by awarding grants to community organizations that benefit youth. At the same time, it provides the students involved in the program an opportunity to volunteer their time and talents to better their community while developing philanthropic leadership skills and valuable experience. Since YAC's inception, they have distributed over $1 million dollars to projects that impact the youth of Jackson County! WHAT WE DO Grant annually approximately $20,000 for: -Youth Mental Heath - Mini-grants for small classroom projects - Grants for youth related programs Volunteer in Jackson County Develop Leadership Skills WHO Approx 30 students, 8th-12 graders in Jackson County WHY Make a difference! Be a part of a fun, diverse, youth-led leadership group impacting our community by funding youth supported programs and volunteerism. WHEN Meetings are typically twice a month on Monday evenings during the school year APPLICATION FINANCIALS The Jackson Community Foundation is a public foundation established to aggregate funds created by individuals, families, corporations and nonprofit organizations to benefit programs and services primarily for people in Jackson County, Michigan. The accounting policies of the Foundation conform to generally accepted accounting principles as applicable to nonprofit organizations. Any information regarding the investment of charitable dollars and any associated fees is also available upon request. 2025 Annual Report/Calendar *Meets the Council on Foundations National Standards for Community Foundations 2024 Annual Report/Calendar 2023 Annual Report/Calendar AUDITED FINANCIALS 2025 Audited Financials 2024 Audited Financials 2023 Audited Financials 2022 Audited Financials 2021 Audited Financials FORM 990 2025 Form 990 2024 Form 990 2023 Form 990 2022 Form 990 2021 Form 990 FINANCIALS & DONOR LIST 2025 2024 2023 2022 2021 QUARTERLY PERFOMANCE Q2 2026 Q1 2026 Q4 2025 Q3 2025 JCF VOLUNTEER AND COMMITTEE MEMBER INTEREST APPLICATION VOLUNTEER Thank you so much for your interest in applying to become a volunteer or committee member of the Jackson Community Foundation! As we work to advance our mission, we recognize that our team must be equipped to reflect the people in our community. We hope that through this process, we engage applicants who bring a diverse set of identities and lived experiences, to allow us to better serve our community. As we consider applications, we commit to a transparent process throughout. Thank you again for your interest and generosity for sharing your time, talent, ties, and treasure. We look forward to learning more about you. IMPORTANT: PLEASE READ PRIOR TO APPYING FOR A VOLUNTEER POSITION Embracing diversity and inclusion and advancing equity are values we hold dear, are connected to our mission, and critical to ensure the well-being of the community we serve. Please review our Equity Statment, Mission and Values prior to applying for a volunteer position. VOLUNTEER OPPORTUNITIES: Audit Committee - CLOSED Finance Committee - CLOSED Governance Committee - CLOSED Grant Committee - CLOSED Impact Investing Committee - CLOSED Scholarship Committee - CLOSED Scholarship Reviewer - CLOSED Youth Advisory Committee - CLOSED EQUITY STATEMENT, MISSION, VISION & VALUES COMMITTEE DESCRIPTIONS GENERAL APPLICATION

Program Budget

Build your legacy today! Support local non-profit organizations and explore scholarship and grant opportunities with the Jackson Community Foundation in Jackson, MI. CREATE YOUR FUND CREATE YOUR LEGACY Our Funds are tailored to you and what you wish to accomplish. We have options from having no involvement at all to more hands-on involvement in grantmaking. It's your choice. And whatever you choose, ALL funds provide the opportunity to create a lasting legacy that carries on your name or the name of a loved one. FUND OPTIONS GIVING WORKSHEET DO YOU WANT TO SIMPLIFY YOUR GIVING WHILE MULTIPLYING YOUR IMPACT? Consider the Community Needs Fund. COMMUNITY NEEDS FUND DID YOU KNOW THERE IS AN OPTION TO RETAIN YOUR INVESTMENT ADVISOR? Gifts of $250,000 or more may qualify for an Individually Managed Fund allowing you to keep your investment advisor while getting the tax advantages and resources at a community foundation. Please refer to our Individually Managed Funds Policy. If you have any questions, we would be happy to set up a personal meeting. Please call the office or email us today! SIX EASY STEPS TO START YOUR FUND AND LEGACY TODAY! 1. Choose your fund name 2. Choose your fund purpose 3. Select which type of fund 4. Sign a fund agreement describing your charitable intent 5. Make a gift of cash, securities, etc. to establish a fund or provide a gift through a bequest 6. Watch you fund grow by investment and additional contributions CARING FOR OUR COMMUNITY'S FUTURE NEW FUND RESOURCES INVESTMENT ADVISORS Your Partner in Philanthropy Carter Wickwire Society First Codicil Community vs. Private foundations Endowment Fund Policies Donor Advised Brochure Investment Policy Bequest Form COUNCIL OF MICHIGAN FOUNDATIONS RESOURCES Planned Giving Guide Tax Planning Issues Charitable Contributions LEGAL DOCUMENTS Articles of Incorporation Bylaws THE CARTER WICKWIRE SOCIETY CARING FOR OUR COMMUNITY'S FUTURE JCF was founded in 1948 with two special gifts. During World War II, the families of Lt. John L. Carter and Pfc. John Gilbert Wickwire donated proceeds from the life insurance policies in the name of their sons, both of whom lost their lives in battle, to ultimately form the Jackson Community Foundation. The Carter and Wickwire families understood the importance of planning for the future and creating a legacy for their families. By naming the Jackson Community Foundation in your will, you can join a distinctive list of individuals and families who are doing the same. Learn more here THANK YOU MEMBERS Matthew D. and Sharon A. Augustine Jody Bacon Mary Baird Jackie and Jerry Booth Carole Briggs and John Briggs John and Lisa Butterfield Susan Diebold Georgia and Travis Fojtasek Jim and Joyce Grace Mr. Richard Allen Iverson Mary Theresa Mills Family R. Dale Moretz Monica Moser and Steven Trosin Chad Noble Hendrik Schuur Drs. James P. and Wendelyn A. Serino Richard Sigers Al Spiess, Jr. Sandra Svoboda Ric Walton Carlene Walz Lefere Lisa Gaynier and Hap LaRoe

Explore the Jackson Community Foundation's mission to uplift our community with endowment funds, scholarships, and grant opportunities in Jackson, MI. Check out our 2025 totals! Congrats 2026 Scholarship Recipients! DONATE NOW ABOUT US The Jackson Community Foundation, a nonprofit with over 70 years of service to our community! Since 1947, we have been working hard to make Jackson an even better place to live and work. Together, we can make a difference. DONATE Our Donate portal shares fund information. We welcome suggestions. JCF prioritizes donors and community by managing gifts effectively. SCHOLARSHIPS To learn more about any of our scholarship history, eligibility requirements, or to donate to an individual scholarship GRANTS Grant opportunities are available to Jackson County, Michigan: 501(c)3 Nonprofits Governmental Agencies School Districts Churches Community Groups Out of County organizations serving Jackson County

Apply for scholarship and grant opportunities with the Jackson Community Foundation. Support local non-profits and community endowment funds in Jackson, MI. APPLICATION HOW TO APPLY Applications for this fund will only be accepted if it meets criteria under Who & What Determines a Disaster? , unless it is an organizational grant for Risk Reduction and Disaster Readiness (phase one of our Approach to Disaster Response). Information needed to complete your application includes, but is not limited to the following: Program Overview Provide general information and characteristics about the program or service you provide, including program title, duration, area of disaster approach, and program location(s). Tell us specifically how your organization will respond to the disaster. Budgets for pre-disaster and long-term support. If the budget provided on the grant application does not fit your organization’s needs, you may provide your own. If you have a fiscal sponsor (primarily used for organizations without an IRS nonprofit designation and non-governmental agencies), you will be asked to identify your sponsor and submit the agreement form below. Please note, your fiscal sponsor must have a current organizational profile with the Community Foundation. Applications Grants to Organizations: SCC Strong Grant Application – Short Term (for use immediately after a declared disaster – phase two Rapid Relief and Response grants only) SCC Strong Grant Application – Long Term (for phase one pre-disaster readiness and in the months/years following the disaster) Fiscal Sponsor’s Agreement Form Support for Individuals: SCC Strong Request for Support – Individuals Contact Information For questions about this funding opportunity, please contact the Program Team at jcf@jacksoncf.org

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Support local non-profit organizations and community endowment funds in Jackson, MI. Your donation helps create scholarship and grant opportunities for all! Secure Credit Card Donation DONATE IMPORTANT INSTRUCTIONS: DO NOT ADD A DOLLAR SIGN ($) IN TH E "AMOUNT". Use the "Description Box" to indicate Fund name. If you would like your gift designated to be In Memory or In Honor of someone, add IMO or IHO in the description box and we will email you for details. ATTN: FUND REPRESENTATIVES We have a new Donate portal with more information about your fund. While we made every effort to accurately show the intent of your fund, we understand you may like changes to your fund's display. If you would like to discuss different options, please email lmcdaniel@jacksoncf.org Mail in Donation To pay by check, complete the gift designation form and mail to: 100 S. Jackson Street, Ste 200, Jackson, MI 49201 Mail in gift designation form Looking for other ways to give? Learn more in our Gift Acceptance Policy. The policy is to serve the best interests of the Jackson Community Foundation (JCF), its donors, and the community at large by providing guidelines for accepting various types of gifts for various types of funds, and in establishing funds. Given the increasing popularity of a wide range of gifts as well as an equally wide range of planned giving options, JCF recognizes the value of carefully crafted policies and procedures that will allow us to effectively work with donors to ensure that their gift results in the greatest value to JCF, the Donor, and the community we serve. To request a copy, email jcf@jacksoncf.org

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