FRED & BARBARA ERB FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRED & BARBARA ERB FAMILY FOUNDATION (EIN 20-5966333)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-24
- IRS object ID
- 202321149349100422
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-24T11:41:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205966333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED A & BARBARA M ERB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2484982510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34100 WOODWARD AVE 310 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL C HAWKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2484982510 | PhoneNum |
| Signature | 2023-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEIL | PersonFirstNm |
| Person Last | HAWKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2023-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $329,525,987 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,639,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,639,723 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $28,800 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $28,800 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $9,435,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,298,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,997,018 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,191 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $597,055 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,148,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,239,228 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $764,925 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $89,691 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $689,122 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $510,570 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $510,697 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $321,433 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,369 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $309,988 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $120,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,468 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $58,747 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,440,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,217,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $168,702 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $1,982 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,306 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $66,769 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $161,277 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $142,926 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,122 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,075 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $59,924 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $59,924 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $465,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $370,878 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,981,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,372,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,386,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,920,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,981,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,901,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,372,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,367,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,753,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,866,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,025,003 | CashBOYAmt |
| Cash EOY | $7,216,816 | CashEOYAmt |
| Cash EOYFMV | $7,216,816 | CashEOYFMVAmt |
| US Government Obligations BOY | $17,772,406 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,388,552 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,388,552 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $217,930,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $154,389,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,389,612 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,386,027 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,666,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,666,057 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $500,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,232,292 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $500,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $500,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $80,221,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,049,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,049,058 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $325,953 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $325,953 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $66,769 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $1,472,116 | OtherAssetsBOYAmt |
| Other Assets EOY | $315,892 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $315,892 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $367,107,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,525,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $329,525,987 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,942,518 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,800,125 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,683,046 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,307,938 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,625,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,108,063 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $360,481,562 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $319,417,924 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,481,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,417,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,107,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $329,525,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,481,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,753,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,216,999 | OtherIncreasesAmt |
| Subtotal | $354,945,434 | SubtotalAmt |
| Other Decreases | $35,527,510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $319,417,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $42,736,933 | $33,301,210 | $9,435,723 | $9,435,723 |
| PASSTHROUGH INVESTMENT PARTNERSHIPS | P | $561,295 | $561,295 | $561,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,997,018 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,997,018 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $220,544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220,544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,795 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $239,795 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,225 | EsPenaltyAmt |
| Overpayment | $18,026 | OverpaymentAmt |
| Applied To ES Tax | $18,026 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ERBFF.ORG | WebsiteAddressTxt |
| Individual With Books | NEIL C HAWKINS | IndividualWithBooksNm |
| Phone | 2484982510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34100 WOODWARD AVE SUITE 310 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEIL HAWKINS | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | PRESIDENT / COO / TRUSTEE | 40.00 | $371,937 | $1,295 | $0 |
| JOHN M ERB | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | CHAIR / CEO / TRUSTEE | 40.00 | $226,000 | $34,497 | $0 |
| MELISSA DAMASCHKE | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | VICE PRESIDENT | 40.00 | $166,500 | $22,963 | $0 |
| DEBORAH D ERB | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| LESLIE ERB LIEDTKE | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| CHACONA W BAUGH | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| DOUGLAS EBERT | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| LAWRENCE GARCIA | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| RHONDA D WELBURN | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| IRA JAFFE | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | TRUSTEE / CHAIRMAN EMERITUS | 0.20 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE A W DOBY | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | PROGRAM OFFICER | 40.00 | $133,447 | $2,854 | $0 |
| TARA TUOMALLA | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | PROGRAM OFFICER | 40.00 | $97,950 | $27,673 | $0 |
| MARY LYONS-RICHARDS | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | GRANTS & OPERATIONS | 40.00 | $84,608 | $16,800 | $0 |
| PATTI GHORMLEY | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | OFFICE MANAGER | 40.00 | $63,019 | $15,606 | $0 |
| AMANDA HERZOG | ||||||||
| 34100 WOODWARD AVE SUITE 310 | BIRMINGHAM | MI | 48009 | PROGRAM OFFICER | 40.00 | $53,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 71 SOUTH WACKER DRIVE STE 500 | CHICAGO | IL | 60606 | MANAGEMENT/BROKERAGE | $307,452 |
| FINANCIAL ONE ACCOUNTING | |||||
| 44744 HELM STREET | PLYMOUTH | MI | 48170 | BOOKKEEPING SERVICES | $74,993 |
| RGF CONSULTING LLC | |||||
| 16834 SAINT PAUL AVENUE | GROSS POINTE | MI | 48230 | COMPUTER SERVICES | $73,820 |
| GEI CONSULTANTS INC | |||||
| 9282 GENERAL DR SUITE 180 | PLYMOUTH | MI | 48170 | ENGINEERING CONSULTING SERVICES | $61,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $352,531,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,271,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $245,056 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,048,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $365,048,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,475,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,572,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,978,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,978,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220,544 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,859 | IncomeTaxAmt |
| Total Tax | $222,403 | TotalTaxAmt |
| Distributable Before Adj | $17,756,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,756,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,756,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,367,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,367,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,756,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,187,970 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,367,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,187,970 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,179,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,576,392 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEIL C HAWKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34100 WOODWARD AVE SUITE 310 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2484982510 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEB SITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEB SITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEB SITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 826 MICHIGAN | ||||||||||||
| 115 E LIBERTY STREET | ANN ARBOR | MI | 48101 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | PC | MATCHING | $200 | ||||||
| ALL THE WORLDS A STAGE | ||||||||||||
| 40027 AYNESLEY | CLINTON TOWNSHIP | MI | 48038 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| ALLIANCE FOR THE GREAT LAKES | ||||||||||||
| 150 N MICHIGAN AVE STE700 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $128,000 | ||||||
| ALLIED MEDIA PROJECTS | ||||||||||||
| 4126 THIRD ST | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| ALZHEIMER'S DISEASE AND RELATED DISORDER ASSOCIATION INC | ||||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $600,000 | ||||||
| AMERICAN FORESTS | ||||||||||||
| 1220 L STREET NW SUITE 750 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $225,000 | ||||||
| ARAB COMMUNITY CENTER FOR ECONOMIC & SOCIAL SERVICES ACCESS | ||||||||||||
| 2651 SAULINO CT | DEARBORN | MI | 48120 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| ARTS & SCRAPS | ||||||||||||
| 16135 HARPER AVENUE | DETROIT | MI | 48224 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| ARTS LEAGUE OF MICHIGAN INC (CARR CENTER) | ||||||||||||
| 4750 WOODWARD AVENUE 4TH FLOOR | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $289,000 | ||||||
| AUSABLE BAYFIELD CONSERVATION FOUNDATION | ||||||||||||
| PC | PROGRAM SUPPORT | $50,000 | 71108 MORRISON LINE RR3 | EXETER | ONTARIO | CA | N0K 1Y0 | |||||
| AUSABLE BAYFIELD CONSERVATION FOUNDATION | ||||||||||||
| PC | DISCRETIONARY | $9,000 | 71108 MORRISON LINE RR3 | EXETER | ONTARIO | CA | N0K 1Y0 | |||||
| BELLE ISLE CONSERVANCY | ||||||||||||
| 300 RIVER PLACE DR SUITE 2800 | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $60,000 | ||||||
| BIRMINGHAM BLOOMFIELD ART CENTER INC | ||||||||||||
| 1516 S CRANBROOK RD | BIRMINGHAM | MI | 48009 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| BLACK THEATRE NETWORK | ||||||||||||
| 440 BURROUGHS ST 152 | DETROIT | MI | 48202 | PC | DISCRETIONARY | $1,000 | ||||||
| CARES OF FARMINGTON | ||||||||||||
| 27835 SHIAWASSEE | FARMINGTON HILLS | MI | 483366063 | PC | MATCHING | $100 | ||||||
| CARRIE MORRIS ARTS PRODUCTION | ||||||||||||
| 16511 ROSELAWN | DETROIT | MI | 48221 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| CENTER FOR RURAL AFFAIRS | ||||||||||||
| 145 MAIN ST PO BOX 136 | LYONS | NE | 68038 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| CHANDLER PARK CONSERVANCY | ||||||||||||
| 5555 CONNER ST SUITE 2017 | DETROIT | MI | 48213 | PC | DISCRETIONARY | $2,500 | ||||||
| CHARLES H WRIGHT MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||||||
| 315 E WARREN AVE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| CHN HOUSING PARTNERS | ||||||||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | PC | PROGRAM SUPPORT | $20,000 | ||||||
| CIRCLE OF BLUE | ||||||||||||
| 800 COTTAGEVIEW DR SUITE 1042 | TRAVERSE CITY | MI | 49684 | PC | PROGRAM SUPPORT | $75,000 | ||||||
| CLINTON RIVER WATERSHED COUNCIL | ||||||||||||
| 1115 W AVON ROAD | ROCHESTER HILLS | MI | 48309 | PC | PROGRAM SUPPORT | $130,000 | ||||||
| COLLEGE FOR CREATIVE STUDIES | ||||||||||||
| 201 EAST KIRBY | DETROIT | MI | 482024034 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| COLLEGE FOR CREATIVE STUDIES | ||||||||||||
| 201 EAST KIRBY | DETROIT | MI | 482024034 | PC | DISCRETIONARY | $25,000 | ||||||
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | ||||||||||||
| 333 W FORT ST STE 2010 | DETROIT | MI | 482263134 | PC | PROGRAM SUPPORT | $625,000 | ||||||
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | ||||||||||||
| 333 W FORT ST STE 2010 | DETROIT | MI | 482263134 | PC | MATCHING | $200 | ||||||
| COMMUNITY HOUSE ASSOCIATION INC | ||||||||||||
| 380 SOUTH BATES | BIRMINGHAM | MI | 48009 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| COUNCIL OF STATE GOVERNMENTS LTD | ||||||||||||
| 701 E 22ND ST SUITE 110 | LOMBARD | IL | 60148 | PC | PROGRAM SUPPORT | $50,000 | ||||||
| COUNCIL OF THE GREAT LAKES REGION FOUNDATION | ||||||||||||
| PC | PROGRAM SUPPORT | $110,000 | 439 UNIVERSITY AVE | TORONTO | ONTARIO | CA | M5G 1Y8 | |||||
| COUNCIL OF THE GREAT LAKES REGION FOUNDATION | ||||||||||||
| PC | DISCRETIONARY | $10,000 | 439 UNIVERSITY AVE | TORONTO | ONTARIO | CA | M5G 1Y8 | |||||
| CRANBROOK EDUCATIONAL COMMUNITY | ||||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48304 | PC | PROGRAM SUPPORT | $300,000 | ||||||
| CULTURESOURCE | ||||||||||||
| 2937 E GRAND BLVD SUITE 315 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $99,000 | ||||||
| DELTA INSTITUTE | ||||||||||||
| 36 E WACKER DR STE 1200 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $55,000 | ||||||
| DETROIT ARTISTS MARKET | ||||||||||||
| 4719 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| DETROIT CHAMBER WINDS & STRINGS | ||||||||||||
| 24901 NORTHWESTERN HWY 312 | SOUTHFIELD | MI | 48075 | PC | PROGRAM SUPPORT | $99,000 | ||||||
| DETROIT CHILDREN'S CHOIR INC | ||||||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | ||||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | ||||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | MATCHING | $120 | ||||||
| DETROIT GREENWAYS COALITION | ||||||||||||
| 200 RIVER PLACE DRIVE 39 | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| DETROIT HISTORICAL SOCIETY | ||||||||||||
| 5401 WOODWARD AVE | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $125,000 | ||||||
| DETROIT INSTITURE OF ART | ||||||||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| DETROIT JAZZ FESTIVAL FOUNDATION | ||||||||||||
| 19908 HARPER AVE | HARPER WOODS | MI | 48225 | PC | PROGRAM SUPPORT | $95,000 | ||||||
| DETROIT PUBLIC LIBRARY FRIENDS FOUNDATION INC | ||||||||||||
| 5201 WOODWARD AVENUE | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| DETROIT PUBLIC THEATRE | ||||||||||||
| 684 W BALTIMORE ST 203 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $115,000 | ||||||
| DETROIT RIVERFRONT CONSERVANCYINC | ||||||||||||
| 600 RENAISSANCE CENTER SUITE 1720 | DETROIT | MI | 48243 | PC | PROGRAM SUPPORT | $2,000,000 | ||||||
| DETROIT SYMPHONY ORCHESTRA | ||||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $1,420,000 | ||||||
| DETROIT ZOOLOGICAL SOCIETY | ||||||||||||
| 8450 W 10 MILE RD | ROYAL OAK | MI | 480673001 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| EASTERN MICHIGAN UNIVERSITY RADIO (WEMU-FM) | ||||||||||||
| 426 KING HALL EMU | YPSILANTI | MI | 48197 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| EASTSIDE COMMUNITY NETWORK | ||||||||||||
| 4402 CONNER | DETROIT | MI | 48215 | PC | PROGRAM SUPPORT | $150,000 | ||||||
| ECOLOGY CENTER INC | ||||||||||||
| 339 E LIBERTY ST STE 300 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $177,500 | ||||||
| ENVIRONMENTAL DEFENCE CANADA INC | ||||||||||||
| PC | PROGRAM SUPPORT | $50,000 | 116 SPADINA AVE STE 300 | TORONTO | ONTARIO | CA | M5V 2K6 | |||||
| ENVIRONMENTAL LAW & POLICY CENTER OF THE MIDWEST | ||||||||||||
| 36 E WACKER DR STE 1600 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $175,000 | ||||||
| ENVIRONMENTAL LEADERSHIP PROGRAM | ||||||||||||
| PO BOX 907 | GREENBELT | MD | 20768 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| FAR CONSERVATORY OF THERAPEUTIC AND PERFORMING ARTS | ||||||||||||
| 1669 W MAPLE | BIRMINGHAM | MI | 48009 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| FORGOTTEN HARVEST | ||||||||||||
| 15000 8 MILE RD | OAK PARK | MI | 48237 | PC | MATCHING | $100 | ||||||
| FOUNDATION FOR DETROIT'S FUTURE | ||||||||||||
| 333 W FORT ST STE 2010 | DETROIT | MI | 48226 | PC | PROGRAM SUPPORT | $500,000 | ||||||
| FRESHWATER FUTURE | ||||||||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | PROGRAM SUPPORT | $125,000 | ||||||
| FRIENDS OF THE DETROIT RIVER | ||||||||||||
| 20600 EUREKA ROAD SUITE 250 | TAYLOR | MI | 48180 | PC | PROGRAM SUPPORT | $165,000 | ||||||
| FRIENDS OF THE ROUGE | ||||||||||||
| 650 CHURCH ST STE 209 | PLYMOUTH | MI | 48170 | PC | PROGRAM SUPPORT | $150,000 | ||||||
| GARAGE CULTURAL INC | ||||||||||||
| 3439 LIVERNOIS AVE | DETROIT | MI | 48210 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| GLOBAL DETROIT | ||||||||||||
| 4444 SECOND AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| HERITAGE WORKS | ||||||||||||
| 1927 ROSA PARKS BLVD | DETROIT | MI | 48216 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| HURON PINES RESOURCE CONSERVATION AND DEVELOPMENT | ||||||||||||
| 4241 OLD US 27 SOUTH SUITE 2 | GAYLORD | MI | 49735 | PC | MATCHING | $200 | ||||||
| HURON RIVER WATERSHED COUNCIL | ||||||||||||
| 1100 N MAIN ST SUITE 210 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $480,202 | ||||||
| INFORUM | ||||||||||||
| 400 RENAISSANCE CENTER | DETROIT | MI | 48243 | PC | PROGRAM SUPPORT | $300,700 | ||||||
| INSIDEOUT LITERARY ARTS PROJECT | ||||||||||||
| 5201 CASS AVENUE | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| INSIDEOUT LITERARY ARTS PROJECT | ||||||||||||
| 5201 CASS AVENUE | DETROIT | MI | 48202 | PC | DISCRETIONARY | $5,000 | ||||||
| JEWISH ENSEMBLE THEATRE | ||||||||||||
| 6600 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| JIMMY'S KIDS | ||||||||||||
| PO BOX 150 | CLAWSON | MI | 48017 | PC | DISCRETIONARY | $5,200 | ||||||
| LAKESHORE LEGAL AID | ||||||||||||
| 30500 VAN DYKE SUITE 601 | WARREN | MI | 48093 | PC | PROGRAM SUPPORT | $80,000 | ||||||
| LIVING ARTS | ||||||||||||
| 8701 W VERNOR HWY | DETROIT | MI | 48029 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| LIVING ARTS | ||||||||||||
| 8701 W VERNOR HWY | DETROIT | MI | 48029 | PC | MATCHING | $8,000 | ||||||
| MAKEWAY FOUNDATION | ||||||||||||
| PC | PROGRAM SUPPORT | $50,000 | 400-163 W HASTINGS ST | VANCOUVER | BRITISH COLUMBIA | CA | V6B 1H5 | |||||
| MARYGROVE CONSERVANCY | ||||||||||||
| 8425 MCNICHOLS RD | DETROIT | MI | 48221 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| MATRIX THEATRE COMPANY | ||||||||||||
| 2730 BAGLEY STREET | DETROIT | MI | 48216 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| MICAH 6 COMMUNITY | ||||||||||||
| 32 NEWBERRY ST | PONTIAC | MI | 48341 | PC | DISCRETIONARY | $10,200 | ||||||
| MICHIGAN ASSOCIATION CONSERVATION DISTRICTS ADD | ||||||||||||
| 3001 COOLIDGE RD STE 250 | EAST LANSING | MI | 48823 | PC | PROGRAM SUPPORT | $170,000 | ||||||
| MICHIGAN DEPARTMENT OF ENVIRONMENT | ||||||||||||
| PO BOX 30657 | LANSING | MI | 489098157 | PC | DISCRETIONARY | $2,500 | ||||||
| MICHIGAN ENVIRONMENTAL COUNCIL | ||||||||||||
| 602 W IONIA | LANSING | MI | 48103 | PC | PROGRAM SUPPORT | $240,000 | ||||||
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||||||
| 3029 MILLER RD | ANN ARBOR | MI | 48103 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| MICHIGAN OPERA THEATRE | ||||||||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | PC | PROGRAM SUPPORT | $425,000 | ||||||
| MICHIGAN SCIENCE CENTER | ||||||||||||
| 5020 JOHN R ST | DETROIT | MI | 482024027 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| MICHIGAN STATE UNIVERSITY | ||||||||||||
| 3408 WOODWARD AVE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $193,440 | ||||||
| MIDTOWN DETROIT INC | ||||||||||||
| 3939 WOODWARD | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $250,000 | ||||||
| MILLAN THEATRE COMPANY | ||||||||||||
| 13103 WOODROW WILSON | DETROIT | MI | 482383686 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| MISEUM OF CONREMPORARY ART DETROIT | ||||||||||||
| 4454 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| MOSAIC YOUTH THEATRE OF DETROIT | ||||||||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| MOSAIC YOUTH THEATRE OF DETROIT | ||||||||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | PC | DISCRETIONARY | $5,000 | ||||||
| MOTOWN HISTORICAL MUSEUM INC | ||||||||||||
| 2648 W GRAND BLVD | DETROIT | MI | 48208 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| MUSIC HALL CENTER FOR THE MUSIC HALL CENTER FOR THE | ||||||||||||
| 351 MADISON AVENUE | DETROIT | MI | 48226 | PC | PROGRAM SUPPORT | $95,000 | ||||||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||||
| 1133 15TH ST NW STE 1000 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $200,000 | ||||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||||
| 213 W LIBERTY ST 200 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $150,000 | ||||||
| OAKLAND UNIVERSITY | ||||||||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | PC | DISCRETIONARY | $1,700 | ||||||
| PEWABIC POTTERY | ||||||||||||
| 10125 E JEFFERSON AVE | DETROIT | MI | 48214 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| PLANT ANT THEATRE INC | ||||||||||||
| 2320 CANIFF STREET | HAMTRAMCK | MI | 48212 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| PLOWSHARES THEATER COMPANY | ||||||||||||
| 18530 SAN DIEGO BLVD | LATHRUP VILLAGE | MI | 48076 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| POPE FRANCIS CENTER | ||||||||||||
| 438 ST ANTOINE | DETROIT | MI | 48226 | PC | DISCRETIONARY | $5,000 | ||||||
| POWER HOUS PRODUCTIONS | ||||||||||||
| 13100 KLINGER ST | DETROIT | MI | 48212 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| RIVER RAISIN WATERSHED COUNCIL | ||||||||||||
| 320 SPRINGBROOK AVE | ADRIAN | MI | 49221 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| SCRAB CLUB | ||||||||||||
| 217 FARNSWORTH | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| SHAKESPEARE IN DETROIT | ||||||||||||
| 8425 W MCNICHOLS RD | DETROIT | MI | 48221 | PC | MATCHING | $100 | ||||||
| SIDEWALK DETROIT | ||||||||||||
| 20286 WOODBURN DRIVE | SOUTHFIELD | MI | 48075 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| SIGNAL RETURN INC | ||||||||||||
| 1345 DIVISION ST | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | ||||||||||||
| 3011 WEST GRAND BLVD SUITE 200 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $140,000 | ||||||
| SOUTHWEST DETROIT BUSINESS ASSOCIATION | ||||||||||||
| 7752 WEST VERNOR HWY | DETROIT | MI | 48209 | PC | PROGRAM SUPPORT | $60,000 | ||||||
| SPHINX ORGANIZATIONS INC | ||||||||||||
| 400 RENAISSANCE CENTER | DETROIT | MI | 48243 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| ST MARY OF REDFORD | ||||||||||||
| 14750 ST MARYS ST | DETROIT | MI | 48227 | PC | DISCRETIONARY | $5,000 | ||||||
| STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA | ||||||||||||
| PC | PROGRAM SUPPORT | $100,000 | 55 QUEEN STREET | STRATFORD | ONTARIO | CA | N5A 6V2 | |||||
| THE CENTER FOR MICHIGAN INC | ||||||||||||
| 220 W MICHIGAN AVEYPSILANTI MI | YPSILANTI | MI | 48197 | PC | PROGRAM SUPPORT | $20,000 | 48197 | |||||
| THE CENTER FOR MICHIGAN INC | ||||||||||||
| 220 W MICHIGAN AVEYPSILANTI MI | YPSILANTI | MI | 48197 | PC | MATCHING | $200 | 48197 | |||||
| THE GREENING OF DETROIT | ||||||||||||
| 13000 W MCNICHOLS ROAD | DETROIT | MI | 48235 | PC | PROGRAM SUPPORT | $217,000 | ||||||
| THE HEIDELBERG PROJECT | ||||||||||||
| 1005 PARKER UNIT 1 | DETROIT | MI | 48214 | PC | PROGRAM SUPPORT | $15,000 | ||||||
| THE HENRY FORD | ||||||||||||
| 20900 OAKWOOD BLVD | DEARBORN | MI | 481245029 | PC | PROGRAM SUPPORT | $100,000 | ||||||
| THE NATURE CONSERVANCY | ||||||||||||
| 101 E CESAR CHAVEZ AVENUE | LANSING | MI | 48906 | PC | PROGRAM SUPPORT | $500,000 | ||||||
| THE RINGWALD THEATRE | ||||||||||||
| 290 W NINE MILE | FERNDALE | MI | 48220 | PC | DISCRETIONARY | $5,000 | ||||||
| THE THEATRE ENSEMBLE INC DBA MEADOW BROOK THEATRE | ||||||||||||
| 207 WILSON HALL | ROCHESTER | MI | 48309 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| UNIVERSITY OF MARYLAND CENTER FOR ENVIRONMENTAL STUDIES | ||||||||||||
| 2020 HORNS POINT RD | CAMBRIDGE | MD | 21613 | PC | PROGRAM SUPPORT | $253,000 | ||||||
| UNIVERSITY OF WINDSOR | ||||||||||||
| PC | PROGRAM SUPPORT | $15,000 | 401 SUNSET AVENUE | WINDSOR | ONTARIO | CA | N9A 0C5 | |||||
| VIRGINIA ORGANIZING INC | ||||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | PC | PROGRAM SUPPORT | $55,000 | ||||||
| WAYNE METROPOLITAN COMMUNITY ACTION AGENCY | ||||||||||||
| 7310 WOODWARD AVE STE 800 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $80,000 | ||||||
| WAYNE STATE UNIVERSITY | ||||||||||||
| 5475 WOODWARD | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $271,000 | ||||||
| WAYNE STATE UNIVERSITY | ||||||||||||
| 5475 WOODWARD | DETROIT | MI | 48202 | PC | DISCRETIONARY | $2,500 | ||||||
| WE THE PEOPLE OPPORTUNITY FARM | ||||||||||||
| 3000 GREEN RD 131382 | ANN ARBOR | MI | 48113 | PC | DISCRETIONARY | $10,000 | ||||||
| WILDLIFE HABITAT COUNCIL | ||||||||||||
| 8737 COLESVILLE RD SUITE 800 | SILVER SPRING | MD | 20910 | PC | DISCRETIONARY | $15,000 | ||||||
| YMCA OF METROPOLITAN DETROIT | ||||||||||||
| 1401 BROADWAY STE 3A | DETROIT | MI | 482252112 | PC | PROGRAM SUPPORT | $25,000 | ||||||
| YOUNG NATION | ||||||||||||
| 9232 FALCON ST | DETROIT | MI | 482094406 | PC | PROGRAM SUPPORT | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,981,662 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FORESTS | |||||||||||
| 1220 L STREET NW SUITE 750 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $225,000 | |||||
| ARTS LEAGUE OF MICHIGAN INC (CARR CENTER) | |||||||||||
| 4750 WOODWARD AVENUE 4TH FLOOR | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $140,000 | |||||
| AUSABLE BAYFIELD CONSERVATION FOUNDATION | |||||||||||
| PC | PROGRAM SUPPORT | $100,000 | 71108 MORRISON LINE RR3 | EXETER | ONTARIO | CA | N0K 1Y0 | ||||
| BELLE ISLE CONSERVANCY | |||||||||||
| 300 RIVER PLACE DR SUITE 2800 | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $60,000 | |||||
| CENTER FOR RURAL AFFAIRS | |||||||||||
| 145 MAIN ST PO BOX 136 | LYONS | NE | 68038 | PC | PROGRAM SUPPORT | $100,000 | |||||
| CHN HOUSING PARTNERS | |||||||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | PC | PROGRAM SUPPORT | $10,000 | |||||
| CLINTON RIVER WATERSHED COUNCIL | |||||||||||
| 1115 W AVON ROAD | ROCHESTER HILLS | MI | 48309 | PC | PROGRAM SUPPORT | $305,000 | |||||
| COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN | |||||||||||
| 333 W FORT ST STE 2010 | DETROIT | MI | 482263134 | PC | PROGRAM SUPPORT | $125,000 | |||||
| COUNCIL OF THE GREAT LAKES REGION FOUNDATION | |||||||||||
| PC | PROGRAM SUPPORT | $100,000 | 439 UNIVERSITY AVE | TORONTO | ONTARIO | CA | M5G 1Y8 | ||||
| CULTURESOURCE | |||||||||||
| 2937 E GRAND BLVD SUITE 315 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $127,000 | |||||
| DETROIT EDUCATIONAL TELEVISION FOUNDATION | |||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | PROGRAM SUPPORT | $250,000 | |||||
| DETROIT JAZZ FESTIVAL FOUNDATION | |||||||||||
| 19908 HARPER AVE | HARPER WOODS | MI | 48225 | PC | PROGRAM SUPPORT | $70,000 | |||||
| DETROIT RIVERFRONT CONSERVANCYINC | |||||||||||
| 600 RENAISSANCE CENTER SUITE 1720 | DETROIT | MI | 48243 | PC | PROGRAM SUPPORT | $1,000,000 | |||||
| DETROIT SYMPHONY ORCHESTRA | |||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $70,000 | |||||
| ECOLOGY CENTER INC | |||||||||||
| 339 E LIBERTY ST STE 300 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $500 | |||||
| ENVIRONMENTAL LAW & POLICY CENTER OF THE MIDWEST | |||||||||||
| 36 E WACKER DR STE 1600 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $150,000 | |||||
| FRIENDS OF THE DETROIT RIVER | |||||||||||
| 20600 EUREKA ROAD SUITE 250 | TAYLOR | MI | 48180 | PC | PROGRAM SUPPORT | $410,000 | |||||
| FRIENDS OF THE ROUGE | |||||||||||
| 650 CHURCH ST STE 209 | PLYMOUTH | MI | 48170 | PC | PROGRAM SUPPORT | $200,000 | |||||
| GLOBAL DETROIT | |||||||||||
| 4444 SECOND AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $70,000 | |||||
| HURON RIVER WATERSHED COUNCIL | |||||||||||
| 1100 N MAIN ST SUITE 210 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $572,000 | |||||
| INFORUM | |||||||||||
| 400 RENAISSANCE CENTER | DETROIT | MI | 48243 | PC | PROGRAM SUPPORT | $318,000 | |||||
| LAKESHORE LEGAL AID | |||||||||||
| 30500 VAN DYKE SUITE 601 | WARREN | MI | 48093 | PC | PROGRAM SUPPORT | $95,000 | |||||
| MICHIGAN ENVIRONMENTAL COUNCIL | |||||||||||
| 602 W IONIA | LANSING | MI | 48103 | PC | PROGRAM SUPPORT | $120,000 | |||||
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| 3029 MILLER RD | ANN ARBOR | MI | 48103 | PC | PROGRAM SUPPORT | $100,000 | |||||
| MICHIGAN OPERA THEATRE | |||||||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | PC | PROGRAM SUPPORT | $600,000 | |||||
| MICHIGAN STATE UNIVERSITY | |||||||||||
| 3408 WOODWARD AVE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $821,560 | |||||
| MIDTOWN DETROIT INC | |||||||||||
| 3939 WOODWARD | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $250,000 | |||||
| MUSIC HALL CENTER FOR THE MUSIC HALL CENTER FOR THE | |||||||||||
| 351 MADISON AVENUE | DETROIT | MI | 48226 | PC | PROGRAM SUPPORT | $70,000 | |||||
| NATIONAL FISH AND WILDLIFE FOUNDATION | |||||||||||
| 1133 15TH ST NW STE 1000 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $400,000 | |||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 213 W LIBERTY ST 200 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $300,000 | |||||
| RIVER RAISIN WATERSHED COUNCIL | |||||||||||
| 320 SPRINGBROOK AVE | ADRIAN | MI | 49221 | PC | PROGRAM SUPPORT | $50,000 | |||||
| SOUTHEAST MICHIGAN SUSTAINABLE BUSINESS FORUM | |||||||||||
| PO BOX 130723 | ANN ARBOR | MI | 48113 | PC | PROGRAM SUPPORT | $120,000 | |||||
| SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | |||||||||||
| 3011 WEST GRAND BLVD SUITE 200 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $110,000 | |||||
| SOUTHWEST DETROIT BUSINESS ASSOCIATION | |||||||||||
| 7752 WEST VERNOR HWY | DETROIT | MI | 48209 | PC | PROGRAM SUPPORT | $75,000 | |||||
| SOUTHWEST DETROIT ENVIRONMENTAL VISION PROJECT | |||||||||||
| 7752 WEST VERNOR HWY | DETROIT | MI | 48209 | PC | PROGRAM SUPPORT | $100,000 | |||||
| TECH TOWN DETROIT | |||||||||||
| 440 BURROUGHS ST | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $128,500 | |||||
| THE GREENING OF DETROIT | |||||||||||
| 13000 W MCNICHOLS ROAD | DETROIT | MI | 48235 | PC | PROGRAM SUPPORT | $233,000 | |||||
| THE NATURE CONSERVANCY | |||||||||||
| 101 E CESAR CHAVEZ AVENUE | LANSING | MI | 48906 | PC | PROGRAM SUPPORT | $250,000 | |||||
| UNIVERSITY OF MARYLAND CENTER FOR ENVIRONMENTAL STUDIES | |||||||||||
| 2020 HORNS POINT RD | CAMBRIDGE | MD | 21613 | PC | PROGRAM SUPPORT | $253,000 | |||||
| UNIVERSITY OF WINDSOR | |||||||||||
| PC | PROGRAM SUPPORT | $15,000 | 401 SUNSET AVENUE | WINDSOR | ONTARIO | CA | N9A 0C5 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | PC | PROGRAM SUPPORT | $55,000 | |||||
| WAYNE STATE UNIVERSITY | |||||||||||
| 5475 WOODWARD | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $253,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,801,560 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,432 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,639,723 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$21,444 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,244 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $80,093 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,355,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58,649 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,090,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,148,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $120,935 | Amt |
| Net Investment Income | $60,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,747 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (73 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP | $869,115 | $869,115 |
| 3M COMPANY MTN | $998,633 | $998,633 |
| AIR LIQUIDE FINANCE | $452,072 | $452,072 |
| AMERICAN HONDA FINANCE MTN | $488,877 | $488,877 |
| AMERICAN TOWER CORPORATION | $328,726 | $328,726 |
| AMERISOURCEBERGEN CORP | $237,864 | $237,864 |
| ASTRAZENECA PLC | $865,564 | $865,564 |
| ATMOS ENERGY CORP | $408,463 | $408,463 |
| BANCO BILBAO VIZCAYA ARG | $192,816 | $192,816 |
| BANK OF AMERICA CORPORATION HYBRID MTN | $659,355 | $659,355 |
| BANK OF AMERICA CORPORATION HYBRID MTN 10/24/2026 | $291,907 | $291,907 |
| BANK OF MONTREAL MTN | $450,315 | $450,315 |
| BANK OF NOVA SCOTIA | $554,063 | $554,063 |
| BANK OF NOVA SCOTIA (THE | $528,610 | $528,610 |
| BBVA USA | $490,586 | $490,586 |
| BIOGEN INC. | $545,763 | $545,763 |
| BNP PARIBAS MTN | $950,438 | $950,438 |
| BRISTOL-MEYERS SQUIBB CO | $971,233 | $971,233 |
| CENTERPOINT ENERGY, INC | $1,122,105 | $1,122,105 |
| CITIBANK NA | $942,989 | $942,989 |
| CME GROUP INC. | $737,832 | $737,832 |
| CREDIT SUISSE GROUP | $557,977 | $557,977 |
| CROWN CASTLE INTL CORP 4.45% 02/15/2026 SR LIEN NEXT | $342,536 | $342,536 |
| DUKE ENERGY CAROLINAS, LLC | $327,240 | $327,240 |
| EASTMAN CHEMICAL COMPANY | $349,742 | $349,742 |
| ENTERGY LOUISIANA LLC | $113,826 | $113,826 |
| FIFTH THIRD BANK | $579,073 | $579,073 |
| FISERV, INC. | $494,972 | $494,972 |
| GENERAL MILLS, INC. | $473,831 | $473,831 |
| GENERAL MOTORS FINANCIAL COMPANY | $286,428 | $286,428 |
| HEWLETT PACKARD ENTERPRISE COM STEP | $431,024 | $431,024 |
| IBM CORP | $419,489 | $419,489 |
| JOHN DEERE CAPITAL CORPORATION MTN | $279,679 | $279,679 |
| JOHNSON & JOHNSON | $568,400 | $568,400 |
| JPMORGAN CHASE & CO HYBRID 03/01/2025 USD SR LIEN | $442,091 | $442,091 |
| JPMORGAN CHASE & CO HYBRID 04/22/2026 SR LIEN | $596,801 | $596,801 |
| KEYBANK NATIONAL ASSOCIATION | $544,824 | $544,824 |
| KINDER MORGAN, INC. | $469,631 | $469,631 |
| MIZUHO FINANCIAL GROUP, INC. HYBRID | $767,058 | $767,058 |
| MOODY'S CORPORATION | $705,907 | $705,907 |
| MPLX LP | $476,021 | $476,021 |
| ORACLE CORPORATION | $451,721 | $451,721 |
| PUBLIC STORAGE 2.37% | $749,479 | $749,479 |
| ROPER INDUSTRIES, INC. | $575,278 | $575,278 |
| SYNCHRONY FINANCIAL | $317,954 | $317,954 |
| TOTAL SYSTEM SERVICES IN | $370,138 | $370,138 |
| BANK OF NEW YORK MELLON CORPOR MTN | $377,370 | $377,370 |
| JOHN DEERE CAPITAL CORP MTN 2.7% 01/06/2023 | $288,582 | $288,582 |
| TOYOTA MOTOR CREDIT CORP MTN 2.625% 01/10/2023 | $282,648 | $282,648 |
| KEYBANK NATIONAL ASSOCIATION 1.25% 03/10/2023 | $296,910 | $296,910 |
| WAL-MART STORES, INC. 2.55% 04/11/2023 | $778,370 | $778,370 |
| HUMANA INC. | $570,686 | $570,686 |
| LLOYDS BANKING GROUP PLC HYBRID | $283,272 | $283,272 |
| MIDAMERICAN ENERGY HOLDINGS CO | $391,531 | $391,531 |
| BP CAP MARKETS AMERICA | $540,547 | $540,547 |
| TOTAL CAPITAL INTL | $918,645 | $918,645 |
| MERCK SHARP & DOHME CORP. | $476,315 | $476,315 |
| TOYOTA MOTOR CREDIT CORPORATIO MTN 1.8% 02/13/2025 | $355,577 | $355,577 |
| SUMITOMO MITSUI FINANCIAL GROU 1.474% 07/08/2025 | $283,056 | $283,056 |
| UNITEDHEALTH GROUP INC 3.75% 07/15/2025 | $306,053 | $306,053 |
| UNITEDHEALTH GROUP INCORPORATE 1.15% 05/15/2026 | $268,181 | $268,181 |
| SUMITOMO MITSUI FINANCIAL GROU 1.402% 09/17/2026 | $264,648 | $264,648 |
| DELL INT LLC / EMC CORP 4.9% 10/01/2026 | $253,431 | $253,431 |
| PAYPAL HOLDINGS, INC. 2.65% 10/01/2026 | $511,493 | $511,493 |
| AERCAP IRELAND CAPITAL DESIGNA | $404,740 | $404,740 |
| ENBRIDGE INC | $258,540 | $258,540 |
| UNITEDHEALTH GROUP INC 3.45% 01/15/2027 | $264,674 | $264,674 |
| TRUIST FINANCIAL CORPORATION | $720,381 | $720,381 |
| T-MOBILE USA, INC. | $324,301 | $324,301 |
| AT&T INC. | $436,499 | $436,499 |
| NXP B.V. | $418,298 | $418,298 |
| PAYPAL HOLDINGS, INC. 3.9% 06/01/2027 | $331,162 | $331,162 |
| UNITEDHEALTH GROUP INC 2.95% 10/15/2027 | $281,701 | $281,701 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INCOME FUND | $6 | $6 |
| FEDERATED HIGH YIELD BONDS | $12 | $12 |
| GOLDMAN SACH JUST US LARGE CAP | $3,436,485 | $3,436,485 |
| ISHARES MSCI EAFE INTERNATION INDEX | $22,792,943 | $22,792,943 |
| ISHARES RUSSEL 2000 SMALL CAP | $12,455,880 | $12,455,880 |
| ISHARES S&P 500 INDEX FUND | $82,138,893 | $82,138,893 |
| STATE STREET EMERGING MARKET EQUITY INDEX | $9,107,089 | $9,107,089 |
| STATE STREET HEDGED INTERNATIONAL INDEX | $24,458,304 | $24,458,304 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,388,552 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,388,552 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APTITUDE PARTNERS LTD CLASS D SERIES 22 | FMV | $13,623,666 | $13,623,666 |
| ART AND OFFICE EQUIPMENT | FMV | $245,056 | $245,056 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIII,LP | FMV | $1,083,382 | $1,083,382 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI,LP | FMV | $7,481,028 | $7,481,028 |
| COMMONFUND CAPITAL VENTURE PARTNERS XIII, LP | FMV | $3,397,327 | $3,397,327 |
| COMMONFUND CAPITAL VENTURE XII, LP | FMV | $3,351,396 | $3,351,396 |
| DEERFIELD HEALTH CARE INNOVATIONS | FMV | $418,158 | $418,158 |
| DEERFIELD PRIVATE DESIGN FUND IV, LP | FMV | $2,401,034 | $2,401,034 |
| DEERFIELD PRIVATE DESIGN FUND V | FMV | $605,882 | $605,882 |
| DFJ GROWTH IV | FMV | $1,206,031 | $1,206,031 |
| DISTRESSED MANAGERS IV | FMV | $208,999 | $208,999 |
| ERB FAMILY LIQUIDATING TRUST | FMV | $3,440 | $3,440 |
| GOLDENTREE | FMV | $62,849 | $62,849 |
| GS VINTAGE V | FMV | $220,327 | $220,327 |
| GS VINTAGE VI OFFSHORE | FMV | $847,167 | $847,167 |
| GS VINTAGE VII OFFSHORE | FMV | $4,855,394 | $4,855,394 |
| GS VINTAGE VIII OFFSHORE | FMV | $7,470,475 | $7,470,475 |
| MICHIGAN ELAB CAPITAL PARTNERS, LP | FMV | $2,253,099 | $2,253,099 |
| PENN SQUARE GLOBAL REAL ESTATE FUND I, LP | FMV | $65,954 | $65,954 |
| PRIVATE CREDIT MANAGERS II OFFSHORE | FMV | $4,373,191 | $4,373,191 |
| PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE | FMV | $2,483,965 | $2,483,965 |
| PRIVATE EQUITY MANAGERS 2014 | FMV | $10,046,906 | $10,046,906 |
| PRIVATE EQUITY MANAGERS 2015 | FMV | $4,973,315 | $4,973,315 |
| PRIVATE EQUITY MANAGERS 2016 | FMV | $6,564,892 | $6,564,892 |
| PRIVATE EQUITY MANAGERS 2018 | FMV | $2,276,530 | $2,276,530 |
| PRIVATE EQUITY MANAGERS 2020 OFFSHORE | FMV | $1,798,073 | $1,798,073 |
| PRIVATE EQUITY MANAGERSIMPACT 2018 | FMV | $564,024 | $564,024 |
| TCV XI | FMV | $373,089 | $373,089 |
| THE HURON FLEX EQUITY FUND, LP | FMV | $1,615,903 | $1,615,903 |
| THE HURON FUND V, LP | FMV | $1,613,880 | $1,613,880 |
| COMMONFUND CO-INVESTMENT FUND III | FMV | $981,277 | $981,277 |
| COMMONFUND VENTURE XIV | FMV | $147,788 | $147,788 |
| FIDELITY LARGE CAP VALUE INDEX FUND | FMV | $7,747,658 | $7,747,658 |
| GS VINTAGE IX OFFSHORE | FMV | $100,000 | $100,000 |
| PGIM HIGH YEILD FUND | FMV | $9,314,563 | $9,314,563 |
| PRIVATE EQUITY CO-INVESTMENT PARTNERS III OFFSHORE SCSP | FMV | $76,280 | $76,280 |
| T. ROW PRICE HIGH YIELD FUND | FMV | $9,388,987 | $9,388,987 |
| TIGER GLOBAL CROSSOVER ACCESS OFFSHORE LP | FMV | $808,073 | $808,073 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,350 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,792 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $86,515 | $76,097 | $76,097 |
| EXCISE TAX RECOVERY | $335,601 | $239,795 | $239,795 |
| REFUNDABLE ADVANCE | $1,050,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKET SECURITIES | Desc |
| Amt | $35,527,510 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $26,217 | $0 | $0 | $16,770 |
| TECHNOLOGY | $94,070 | $0 | $0 | $91,690 |
| PROGRAM RELATED EXPENSES | $65,262 | $0 | $0 | $118,667 |
| OFFICE EXPENSE | $29,418 | $0 | $0 | $29,418 |
| MEMBERSHIP DUES | $77,412 | $0 | $0 | $85,977 |
| PASSTHROUGH INVESTMENT LOSS | $144,789 | $0 | $0 | $0 |
| ADVERTISING | $28,356 | $0 | $0 | $28,356 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INVESTMENT INCOME FROM INVESTMENT PARTNERSHIPS | $0 | $597,055 | $0 |
| OTHER INCOME | $39,191 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PARTNERSHIPS | Desc |
| Amt | $1,216,999 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXCISE TAXES | $1,378,039 | $1,017,953 |
| OTHER ACCRUED EXPENSES | $305,007 | $289,985 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $223,378 | $0 | $0 | $168,702 |
| INVESTMENT EXPENSES | $1,217,213 | $1,217,213 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $7,306 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,306 | DisbursementsCharitablePrpsAmt |
Comments