OLIVER DEWEY MARCKS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OLIVER DEWEY MARCKS FOUNDATION (EIN 38-6081311)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-25
IRS object ID
202412999349100701
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-25T08:12:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382622899PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PREDHOMME & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480096232ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386081311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OLIVER DEWEY MARCKS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOLIVBusinessNameControlTxt
Phone2485401040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114055 STEPHENS ROADAddressLine1Txt
CityWARRENCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48089ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN M CHASE IIIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2485401040PhoneNum
Signature2024-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PREDHOMMEPreparerPersonNm
PTINP00011558PTIN
Phone2485401040PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,509,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$140,449InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$140,449InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$111,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$98,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,451,947GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,586CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$351,079TotalRevAndExpnssAmt
Total Net Invst Incm$312,018TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$18,750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,875LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$16,875LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,047AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,511AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,535AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$65,480OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,480OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,434TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,414TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,034OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,916OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$118OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$160,745TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,696TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,048TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$547,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$547,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$708,245TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,696TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$594,548TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$357,166ExcessRevenueOverExpensesAmt
Net Investment Income$198,322NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,966CashBOYAmt
Cash EOY$21,428CashEOYAmt
Cash EOYFMV$21,428CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,222,178SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$709,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$709,271SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,720,692CorporateStockBOYAmt
Corporate Stock EOY$2,330,436CorporateStockEOYAmt
Corporate Stock EOYFMV$3,382,922CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,765,148CorporateBondsBOYAmt
Corporate Bonds EOY$3,666,900CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,719,394CorporateBondsEOYFMVAmt
Other Assets BOY$3,275,318OtherAssetsBOYAmt
Other Assets EOY$1,897,870OtherAssetsEOYAmt
Other Assets EOYFMV$3,676,885OtherAssetsEOYFMVAmt
Total Assets BOY$9,011,302TotalAssetsBOYAmt
Total Assets EOY$8,625,905TotalAssetsEOYAmt
Total Assets EOYFMV$11,509,900TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,011,302RetainedEarningBOYAmt
Retained Earning EOY$8,625,905RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,011,302TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,625,905TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,011,302TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,625,905TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,011,302TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$357,166ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,654,136SubtotalAmt
Other Decreases$28,231OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,625,905TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,304,753$3,353,300-$48,547-$48,547
PARTNERSHIP GAINSP$147,096$39,061$108,035$108,035
CAPITAL GAINS DIVIDENDSP$98$98$98
FieldValueIRS element (for citing)
Capital Gain Net Income$59,586CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,757InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,757SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,757TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,704EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,704TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,947OverpaymentAmt
Applied To ES Tax$9,947AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Address.WebsiteAddressTxt
Individual With BooksMICHAEL J PREDHOMMEIndividualWithBooksNm
Phone2485401040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48009ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN M CHASE III
14055 STEPHENS ROADWARRENMI48089SECRETARY/TRUSTEE2.00$6,000$0$0
MICHAEL J PREDHOMME
260 E BROWN ST SUITE 320BIRMINGHAMMI48236PRESIDENT/TREASURER/TRUSTEE2.00$6,000$0$0
WILLIAM J PREDHOMME II
260 E BROWN ST SUITE 320BIRMINGHAMMI48009VICE-PRESIDENT/TRUSTEE2.00$6,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORIENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN ST STE 100AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48009ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVICE/CUSTODY FEESServiceTypeTxt
Compensation$62,952CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,709,284AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$703,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,413,030TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,413,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,241,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$562,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$562,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,757TaxBasedOnInvestmentIncomeAmt
Total Tax$2,757TotalTaxAmt
Distributable Before Adj$559,335DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$559,335DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$559,335DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$594,548ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$594,548QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$559,335DistributableAsAdjustedAmt
Undistributed Income PY$583,791UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$594,548QualifyingDistributionsAmt
Applied To Year1$583,791AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,757AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$548,578UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BARBARA ANN KARMANOS CANCER INSTITUTE
4100 JOHN RDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$10,000
BEAUMONT CHAPEL FUND
468 CADIEUX RDGROSSE POINTEMI48230NONEPCGENERAL OPERATING SUPPORT$9,000
CAPUCHIN SOUP KITCHEN
1820 MT ELLIOTTDETROITMI48207NONEPCGENERAL OPERATING SUPPORT$10,000
COLLEGE FOR CREATIVE STUDIES
201 E KIRBYDETROITMI48202NONEPCGENERAL OPERATING SUPPORT$10,000
CROSSROADS OF MICHIGAN
2424 WEST GRAND BLVDDETROITMI48208NONEPCGENERAL OPERATING SUPPORT$10,000
DAC FOUNDATION
241 MADISON AVEDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$5,000
DETROIT CRISTO REY HIGH SCHOOL
5679 WEST VERNOR HIGHWAYDETROITMI48209NONEPCGENERAL OPERATING SUPPORT$15,000
DETROIT HISTORICAL SOCIETY
5401 WOODWARD AVENUEDETROITMI48202NONEPCGENERAL OPERATING SUPPORT$10,000
DETROIT POLICE ATHLETIC LEAGUE
111 W WILLIS STREETDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$10,000
DETROIT SYMPHONY ORCHESTRA
3711 WOODWARDDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$15,000
DETROIT WALDORF SCHOOL
2555 BURNSDETROITMI48214NONEPCGENERAL OPERATING SUPPORT$10,000
DETROIT ZOOLOGICAL SOCIETY
P O BOX 8237ROYAL OAKMI48068NONEPCGENERAL OPERATING SUPPORT$10,000
FOCUS HOPE
1400 OAKMAN BOULEVARDDETROITMI48238NONEPCGENERAL OPERATING SUPPORT$10,000
FORGOTTEN HARVEST
21800 GREENFIELD RDOAK PARKMI48237NONEPCGENERAL OPERATING SUPPORT$15,000
FRANKLIN AND MARSHALL COLLEGE
PO BOX 3003LANCASTERPA17604NONEPCSCHOLARSHIP$50,000
GIRL SCOUTS OF AMERICA
1333 BREWERY PARK BLVD 500DETROITMI48207NONEPCGENERAL OPERATING SUPPORT$10,000
GLEANER'S FOOD BANK
2131 BEAUFAITDETROITMI48207NONEPCGENERAL OPERATING SUPPORT$10,000
GROSSE POINTE WAR MEMORIAL
32 LAKE SHORE DRIVEGROSSE POINTE FARMSMI48236NONEPCGENERAL OPERATING SUPPORT$10,000
LEADER DOGS FOR THE BLIND
1039 S ROCHESTER ROADROCHESTERMI48307NONEPCGENERAL OPERATING SUPPORT$10,000
LIVE LIKE LOU FOUNDATION
2 SOUTH CAMPUS AVENUEOXFORDMI45056NONEPCGENERAL OPERATING SUPPORT$1,000
LOYOLA HIGH SCHOOL DETROIT
15325 PINEHURST STDETROITMI48238NONEPCGENERAL OPERATING SUPPORT$10,000
MACOMB COMMUNITY COLLEGE FOUNDATION
14500 E 12 MILE ROADWARRENMI48088NONEPCGENERAL OPERATING SUPPORT$10,000
MAKE-A-WISH FOUNDATION
4707 ST ANTOINEDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$10,000
MICHIGAN HUMANE SOCIETY
26711 NORTHWESTERN HIGHWAY SUITESOUTHFIELDMI48034NONEPCGENERAL OPERATING SUPPORT$10,000175
MICHIGAN OPERA THEATRE
1526 BROADWAYDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$20,000
MOSAIC YOUTH THEATRE OF DETROIT
2251 ANTIETAM AVEDETROITMI48207NONEPCGENERAL OPERATING SUPPORT$5,000
OLD NEWSBOYS' GOODFELLOW FUND DETROIT
P O BOX 44444DETROITMI48244NONEPCGENERAL OPERATING SUPPORT$40,000
PENRICKTON CENTER FOR BLIND CHILDREN
26530 EUREKA ROADTAYLORMI48180NONEPCGENERAL OPERATING SUPPORT$10,000
POPE FRANCIS CENTER
438 ST ANTOINEDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$10,000
PREMIER CIRCLE-SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231NONEPCGENERAL OPERATING SUPPORT$5,000
ROSE HILL CENTER
5130 ROSE HILL BOULEVARDHOLLYMI48442NONEPCGENERAL OPERATING SUPPORT$10,000
SEEDLINGS BRAILLE BOOKS FOR CHILDREN
P O BOX 51924LIVONIAMI481515924NONEPCGENERAL OPERATING SUPPORT$10,000
SPECIAL OLYMPICS
1120 E CAMPUS DRIVEMT PLEASANTMI48859NONEPCGENERAL OPERATING SUPPORT$7,500
THE BLOOD CANCER FOUNDATION OF MICHIGAN
27655 MIDDLEBELT RD SUITE 160FARMINGTON HILLSMI48334NONEPCGENERAL OPERATING SUPPORT$10,000
THE HENRY FORD
20900 OAKWOOD BOULEVARDDEARBORNMI48124NONEPCGENERAL OPERATING SUPPORT$20,000
THE PARADE COMPANY
9600 MT ELLIOTT STUDIO ADETROITMI48211NONEPCGENERAL OPERATING SUPPORT$25,000
U OF D JESUIT HIGH SCHOOL
8400 N CAMBRIDGE AVEDETROITMI48221NONEPCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY OF MICHIGAN ATHLETIC DEPARTMENT
3003 SOUTH STATE STREET SUITE 8000ANN ARBORMI48109NONEPCGENERAL OPERATING SUPPORT$15,000
UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET SUITE 8000ANN ARBORMI48109NONEPCSCHOLARSHIP$50,000
WAYNE STATE UNIVERSITY LAW SCHOOL
471 W PALMER AVEDETROITMI48202NONEPCGENERAL OPERATING SUPPORT$5,000
WORLD MEDICAL RELIEF
11745 ROSA PARKS BLVDDETROITMI48206NONEPCGENERAL OPERATING SUPPORT$10,000
YWCA OF METRO DETROIT
1401 BROADWAYDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$547,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRANKLIN AND MARSHALL COLLEGE
PO BOX 3003LANCASTERPA17604NONEPCSCHOLARSHIP$75,000
UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET SUITE 8000ANN ARBORMI48109NONEPCSCHOLARSHIP$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$275,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,449ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,983ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$98,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$351,079ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$351,079TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING, TAX AND CONSULTINGCategoryTxt
Amt$22,047Amt
Net Investment Income$5,511NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,535DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,666,900EOYBookValueAmt
EOYFMV$3,719,394EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$2,330,436EOYBookValueAmt
EOYFMV$3,382,922EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES - GENERAL LEGAL ADVICECategoryTxt
Legal Fees$18,750LegalFeesAmt
Net Investment Income$1,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,875DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP INVESTMENT$2,447,116$1,071,110$1,066,880
PARTNERSHIP INVESTMENT$59,060$73$0
PARTNERSHIP INVESTMENT$769,142$826,687$2,610,005

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$28,231Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEALS$236$118$118
OTHER EXPENSES - LIMITED PARTNERSHIPS$34,794$34,794$0
BANK FEES$4$4$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$62,952$62,952$0
CUSTODY FEES$2,522$2,522$0
ADR FEES$6$6$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHIGAN ANNUAL REPORT$20$0$20
FOREIGN TAX PAID-LIMITED PARTNERSHIPS$1,414$1,414$0

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