GILBERT FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GILBERT FAM FOUNDATION (EIN 35-7294609)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349105819
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T17:22:10-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357294609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILBERT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILB | BusinessNameControlTxt |
| Phone | 3137829500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1074 WOODWARD AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW J RIZIK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3137829500 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | RIZIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $92,102,982 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,285,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $186,596 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186,596 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $519,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,008,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $637,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $996,409 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $861,294 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $143,059 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $106,620 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $198,514 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $195,142 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $163,153 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $77,970 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $239,781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $234,641 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $515,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $527,321 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,381,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,172,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,355,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,390,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,737,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,562,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,728,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $626,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,271,791 | CashBOYAmt |
| Cash EOY | $8,523,149 | CashEOYAmt |
| Cash EOYFMV | $8,523,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $28,530,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,530,661 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,710,320 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,233,689 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,710,320 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,710,320 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $119,655 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $119,655 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,836,271 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,836,271 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,656,988 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,656,988 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,725,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,725,938 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,505,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,102,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,102,982 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $212,444 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $60,573,862 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,786,306 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,005,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,316,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,005,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,316,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,505,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,102,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,005,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,728,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,883,644 | OtherIncreasesAmt |
| Subtotal | $33,160,513 | SubtotalAmt |
| Other Decreases | $1,843,836 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,316,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FNMA PL 889716 05.5000 DUE 10/01/22 | 2017-10-11 | 2022-09-01 | $7 | $537 | -$530 | -$530 |
| FNMA PL 889716 05.5000 DUE 10/01/22 | 2017-10-11 | 2022-09-25 | $7 | $7 | $7 | |
| ABBVIE INC NTS B/E 02.900% 110622 DTD050613 FC110613 CALL@MW+25BP | 2017-11-02 | 2022-11-06 | $110,000 | $110,000 | $0 | $0 |
| US TSY NOTE 01.625 % DUE 11/15/22 DTD 01/15/13 FC 05/15/13 | 2020-01-23 | 2022-11-15 | $212,000 | $212,000 | $0 | $0 |
| FHLMC PL G08771 04.0000 DUE 07/01/47 | 2021-01-01 | 2022-12-31 | $3,136 | $3,136 | $3,136 | |
| FHLMC PL G08788 03.5000 DUE 11/01/47 | 2021-01-01 | 2022-12-31 | $2,984 | $2,984 | $2,984 | |
| FHLMC PL G08697 03.0000 DUE 03/01/46 | 2021-01-01 | 2022-12-31 | $4,464 | $4,464 | $4,464 | |
| FHLMC PL G18684 03.0000 DUE 04/01/33 | 2021-01-01 | 2022-12-31 | $970 | $970 | $970 | |
| FHLMC PL SD8043 02.5000 DUE 02/01/50 | 2021-01-01 | 2022-12-31 | $1,574 | $1,574 | $1,574 | |
| FHLMC PL SD8044 03.0000 DUE 02/01/50 | 2021-01-01 | 2022-12-31 | $1,700 | $1,700 | $1,700 | |
| FNMA PL BE3631 04.5000 DUE 05/01/47 | 2021-01-01 | 2022-12-31 | $1,001 | $1,001 | $1,001 | |
| FNMA PL BM1231 03.5000 DUE 11/01/31 | 2021-01-01 | 2022-12-31 | $2,442 | $2,442 | $2,442 | |
| US TSY NOTE 00.125 % DUE 12/31/22 DTD 12/31/20 | 2022-01-28 | 2022-12-31 | $50,000 | $50,000 | $0 | $0 |
| AMC NETWORKS INC NOTE RATE 5.00 % MATURES 04/01/2024 | 2020-02-27 | 2022-10-05 | $13,510 | $14,090 | -$580 | -$580 |
| CARLISLE COS INC NTS B/E 03.750% 111522 DTD112012 FC051513 | 2019-12-06 | 2022-10-15 | $22,000 | $22,021 | -$21 | -$21 |
| CENTURYLINK INC NTS B/E 07.500% 040124 DTD040616 FC100116 | 2020-05-13 | 2022-10-03 | $145,678 | $144,992 | $686 | $686 |
| DISCOVERY COMM INC NTS 02.950% 032023 DTD092117 FC032018 | 2020-01-07 | 2022-12-22 | $151,000 | $151,260 | -$260 | -$260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $232 | EsPenaltyAmt |
| Overpayment | $5,554 | OverpaymentAmt |
| Applied To ES Tax | $5,554 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://GILBERTFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | MATTHEW RIZIK | IndividualWithBooksNm |
| Phone | 3137829500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1074 WOODWARD AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482261906 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER GILBERT | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY MORGANROTH | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MATTHEW RIZIK | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA GRANNEMANN | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | EXECUTIVE DIRECTOR | 24.00 | $0 | $0 | $0 |
| YOORI KIM | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | SCIENTIFIC OFFICER | 24.00 | $0 | $0 | $0 |
| JAY FARNER | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | DIRECTOR | 1.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| JAMES FEAGIN | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | DIRECTOR, ECONOMIC M | 40.00 | $124,514 | $14,553 | $0 |
| JJ VELEZ | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | DIRECTOR, PUBLIC SPA | 40.00 | $114,890 | $10,425 | $0 |
| DARNELL ADAMS | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | DIRECTOR, DETROIT CO | 40.00 | $115,563 | $5,869 | $0 |
| DAVID MITCHELL | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | SCIENTIFIC PROJECT M | 40.00 | $98,360 | $8,556 | $0 |
| KALYAN VINNAKOTA | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | SENIOR SCIENTIFIC PR | 40.00 | $93,334 | $5,235 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARNOLD PORTER | |||||
| 601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | LEGAL SERVICES | $191,897 |
| CITIES REIMAGINED | |||||
| 801 COURT STEET SUITE 4 | LYNCHBURG | VA | 24504 | CIVIC DESIGNER | $57,200 |
| 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 | $15,987,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,570,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,557,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,557,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $698,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,859,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,292,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,292,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,714 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,714 | TotalTaxAmt |
| Distributable Before Adj | $2,284,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,284,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,284,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,562,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,562,773 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,284,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,801,808 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,801,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,562,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,284,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,278,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,080,335 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,080,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,801,808 | ExcessFromYear1Amt |
| Excess From Current Year | $45,278,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | PC | GENERAL | -$51,025 | ||
| SOCIAL IMPACT | ||||||||
| 750 WEST 7TH STREET | LOS ANGELES | CA | 90081 | PC | I.AM COLLEGE TRACK | $25,000 | N/A | |
| WAYNE STATE UNIVERSITY | ||||||||
| 5700 CASS AVE | DETROIT | MI | 48202 | PC | GRANT & ENDOWED CHAIR FOR PROFESSOR ALAN SCHENK | $25,000 | N/A | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAUOL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | GENERAL | $25,000 | N/A | |
| JARC | ||||||||
| 6735 TELEGRAPH ROAD SUITE 100 | BLOOMFIELD HILLS | MI | 48301 | PC | HOLIDAY FUND | $28,710 | N/A | |
| GREEKTOWN NEIGHBORHOOD PARTNERSHIP | ||||||||
| 400 MONROE STREET SUITE 340 | DETROIT | MI | 48226 | PC | CURING NF | $40,000 | N/A | |
| DETROIT INSTITUTE OF ARTS | ||||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | PC | DIA SUPPORT | $50,000 | N/A | |
| BUILD INSTITUTE | ||||||||
| 1620 MICHIGAN AVENUE SUITE 120 | DETROIT | MI | 48216 | PC | ECONOMIC MOBILITY | $50,000 | N/A | |
| DETROIT HISTORICAL SOCIETY | ||||||||
| 5401 WOODWARD | DETROIT | MI | 48202 | PC | CULTURAL SUPPORT | $50,000 | N/A | |
| UNIVERSITY OF CALIFORNIA | ||||||||
| 1111 FRANKLIN ST | OAKLAND | CA | 94607 | PC | CURING NF | $50,000 | N/A | |
| MIGHTYCAUSE CHARITABLE FOUNDATION | ||||||||
| PO BOX 160 | MARIANNA | FL | 32447 | PC | ROCK FOC COMMUNITY CHALLENGE MATCH 2022 | $19,461 | N/A | |
| SHIRLEY RYAN ABILITY LAB | ||||||||
| 355 EAST ERIE | CHICAGO | IL | 60611 | PC | SHIRLEY RYAN ABILITY LAB SPARK! 2022 | $50,000 | N/A | |
| MRCC COMMUNITY SERVICE TRUST FUND | ||||||||
| 11687 AMERICAN ST | DETROIT | MI | 48204 | PC | ECONOMIC MOBILITY - CARPENTER BOOT CAMP | $60,000 | N/A | |
| NW GOLDBERG CARES | ||||||||
| 6122 15TH ST | DETROIT | MI | 48208 | PC | PUBLIC SPACES - NEIGHBORHOOD PARKS | $70,000 | N/A | |
| COLLEGE FOR CREATIVE STUDIES | ||||||||
| 201 EAST KIRBY | DETROIT | MI | 48202 | PC | SCHOLARSHIPS | $100,000 | N/A | |
| CHALLENGED ATHLETES FOUNDATION | ||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | TRIBUTE | $100,000 | N/A | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | CHOCOLATE JUBILEE | $100,000 | N/A | 1700 |
| CULTURE SOURCE | ||||||||
| 2937 E GRAND BLVD STE 315 | DETROIT | MI | 48202 | PC | ARTS, CULTURE & PUBLIC SPACE | $100,000 | N/A | |
| PROSPERUS DETROIT MICRO LENDING | ||||||||
| 440 BURROUGHS ST STE 360 | DETROIT | MI | 48202 | PC | CAPACITY BUILDING | $115,000 | N/A | |
| CRANBROOK EDUCATIONAL COMMUNITY | ||||||||
| PO BOX 801 | BLOOMFIELD | MI | 48303 | PC | GRANT & TRIBUTE | $129,797 | N/A | |
| EASTERN MARKET CORPORATION | ||||||||
| 2934 RUSSELL ST | DETROIT | MI | 48207 | PC | ARTS & CULTURE - 1XRUN - COMMUNITY MURALS PROJECT 2022 | $131,250 | N/A | |
| GLOBAL DETROIT | ||||||||
| 4444 2ND AVE | DETROIT | MI | 48201 | PC | ECONOMIC MOBILITY-BILINGUAL LEAD ABATEMENT-GLOBAL DETROIT-2022 | $135,000 | N/A | |
| DETROIT OPERA HOUSE | ||||||||
| 1526 BROADWAY ST | DETROIT | MI | 48226 | PC | CULTURAL INSTITUTION SUPPORT | $50,000 | N/A | |
| SHAMROCK 555 FOUNDATION | ||||||||
| 13910 SIMONE DR | SHELBY TOWNSHIP | MI | 48315 | PC | SHAMROCK 555 4TH ANNUAL GOLF OUTING - 2022 | $15,550 | N/A | |
| KADIMA | ||||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48076 | PC | TRIBUTE | $10,000 | N/A | |
| THE V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARRY | NC | 27513 | PC | GENERAL | $10,000 | N/A | |
| VISTA MARIA | ||||||||
| 20651 W WARREN ST | DEARBORN HEIGHTS | MI | 48127 | PC | VISTA MARIA GROVES HIGH SCHOOL CHARITY WEEK | $250 | N/A | |
| JSL FOUNDATION | ||||||||
| 28290 FRANKLIN RD | SOUTHFIELD | MI | 48034 | PC | TRIBUTE | $250 | N/A | |
| CAMP KASEM | ||||||||
| 440 N BARRANCA AVE 2273 | COVINA | CA | 91723 | PC | GENERAL | $250 | N/A | |
| BLACK MOUNTAIN PARENT TEACHER ORGANIZATION | ||||||||
| PO BOX 7438 | CAVE CREEK | AZ | 85327 | PC | BLACK MOUNTAIN ELEMENTARY SCHOOL PTO CARNIVAL | $500 | N/A | |
| BRILLIANT DETROIT | ||||||||
| 5675 LARKINS ST | DETROIT | MI | 48210 | PC | DISCRETIONARY | $500 | N/A | |
| DETROIT SYMPHONY ORCHESTRA | ||||||||
| 3711 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | TRIBUTE | $500 | N/A | |
| MICHIGAN HUMANE SOCIETY | ||||||||
| 30300 TELEGRAPH ROAD STE 220 | BINGHAM FARMS | MI | 480254509 | PC | TRIBUTE | $500 | N/A | |
| UNIVERSITY LIGGETT SCHOOL | ||||||||
| 1045 COOK RD | GROSSE POINTE WOODS | MI | 48236 | PC | TRIBUTE | $500 | N/A | |
| BEAR HUG FOUNDATION | ||||||||
| 139 W MAPLE RD STE E | BIRMINGHAM | MI | 48009 | PC | GENERAL | $1,500 | N/A | |
| SOCRATES SCULPTURE PARK | ||||||||
| 32-01 VERNON BOULEVARD | LONG ISLAND CITY | NJ | 111064925 | PC | TRIBUTE | $2,500 | N/A | |
| NEUROFIBROMATOSIS MICHIGAN | ||||||||
| PO BOX 6026 | GRAND RAPIDS | MI | 49516 | PC | NF MICHIGAN MILES 4NF WALK | $2,500 | N/A | |
| CATHOLIC CHARITIES | ||||||||
| 7911 DETROIT AVE | WEST BLOOMFIELD | MI | 48322 | PC | TRIBUTE | $5,000 | N/A | |
| THE SHUL CHABAD | ||||||||
| 6890 MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | PC | MENORAH | $5,000 | N/A | |
| OUR LADY OF LEBANON CATHOLIC CHURCH | ||||||||
| 4133 CALKINS ROAD | FLINT | MI | 48532 | PC | TRIBUTE | $5,000 | N/A | |
| CHILDREN'S CENTER OF WAYNE COUNTY | ||||||||
| 79 W ALEXANDRINE ST | DETROIT | MI | 48201 | PC | TRIBUTE | $5,000 | N/A | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | PC | TRIBUTE | $5,000 | N/A | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | TRIBUTE | $7,022 | N/A | |
| CARING ATHLETES TEAM FOR CHILDREN'S AND HENRY FORD HOSPITAL | ||||||||
| 3011 W GRAND BLVD STE 223 | DETROIT | MI | 48202 | PC | CATCH NIGHT OF CHAMPION CHARITY EVENT | $10,000 | N/A | |
| WOODBRIDGE NEIGHBORHOOD DEVELOPMENT | ||||||||
| 440 BURROUGHS ST STE 180 | DETROIT | MI | 48202 | PC | LAND & PARK ACTIVATION | $10,000 | N/A | |
| EVERY MOTHER COUNTS | ||||||||
| 333 HUDSON STREET SUITE 1006 | NEW YORK | NY | 10013 | PC | BRACKETS FOR A CAUSE | $10,000 | N/A | |
| JDRF INTERNATIONAL | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | JDRF WALK + TRIBUTE | $10,000 | N/A | |
| BEST BUDDIES | ||||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | PC | GENERAL | $10,000 | N/A | |
| PELOTONIA | ||||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | PC | TRIBUTE | $10,000 | N/A | |
| SKY FOUNDATION | ||||||||
| 33 BLOOMFIELD HILLS PKWY | BLOOMFIELD HILLS | MI | 48304 | PC | ANNUAL FUNDRAISER | $10,000 | N/A | |
| TEMPLE OF ISRAEL OF DETROIT | ||||||||
| 5725 WALNUT LAKE RD | WEST BLOOMFIELD | MI | 48323 | PC | TRIBUTE | $10,000 | N/A | |
| THE ANDREW MCDONOUGH B FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | PC | CURING NF | $150,000 | N/A | |
| GREEN DOOR INITIATIVE | ||||||||
| 7650 2ND AVE | DETROIT | MI | 48202 | PC | ENVIRONMENTAL TECHNICIAN TRAINING | $150,000 | N/A | |
| BASBLUE | ||||||||
| 110 E FERRY ST | DETROIT | MI | 48202 | PC | GENERAL DONATION & VOLUNTEER DAY | $160,000 | N/A | |
| TECHTOWN | ||||||||
| 440 BURROUGHS | DETROIT | MI | 48202 | PC | ECONOMIC MOBILITY | $937,000 | N/A | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DRIVE | SAINT LOUIS | MO | 63130 | PC | CURING NF | $949,644 | N/A | |
| MOTOWN HISTORICAL MUSEUM | ||||||||
| 2648 W GRAND BLVD | DETROIT | MI | 48208 | PC | MOTOWN MUSEUM CAPITAL CAMPAIGN | $950,000 | N/A | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PC | CURING NF | $998,159 | N/A | |
| UNITED COMMUNITY HOUSING COALITION | ||||||||
| 2727 2ND AVE | DETROIT | MI | 48201 | PC | RIGHT TO COUNSEL | $1,000,000 | N/A | |
| MICHIGAN LEGAL SERVICES | ||||||||
| 2727 2ND AVE | DETROIT | MI | 48201 | PC | RIGHT TO COUNSEL | $1,000,000 | N/A | |
| BATTELLE MEMORIAL INSTITUTE | ||||||||
| 505 KING AVE | COLUMBUS | OH | 43201 | PC | CURING NF | $1,065,958 | N/A | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK RD N4327B | BALTIMORE | MD | 21211 | PC | CURING NF | $1,150,885 | N/A | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| 2227 2ND AVE N | BIRMINGHAM | AL | 35203 | PC | CURING NF | $786,697 | N/A | |
| LAKESHORE LEGAL AID | ||||||||
| 30500 VAN DYKE AVE STE 601 | WARREN | MI | 48093 | PC | RIGHT TO COUNSEL | $1,333,333 | N/A | |
| INVEST DETROIT | ||||||||
| 600 RENAISSANCE CTR STE 1710 | DETROIT | MI | 48243 | PC | VENTURE 313 - SCALE - INVEST DETROIT | $1,690,000 | N/A | |
| DOWNTOWN DETROIT PARTNERSHIP | ||||||||
| 1 CAMPUS MARTIUS STE 380 | DETROIT | MI | 48226 | PC | PUBLIC SPACES - ANNUAL GRANT, CULTURE POP & DUES | $1,965,500 | N/A | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 34TH ST AND CIVIC CENTER BLDV | PHILADELPHIA | PA | 19104 | PC | CURING NF | $2,765,980 | N/A | |
| COMMUNITY FOUNDATION FOR SOUTHEAST MI | ||||||||
| 333 W FORT ST STE 2010 | DETROIT | MI | 48226 | PC | FIDO FUNDING | $4,500,000 | N/A | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 70 CORPORATE CENTER 11000 BROKEN | COLUMBIA | MD | 21044 | PC | HOUSING ENTERPRISE COMMUNITY PARTNERS CDO HOME REPAIR | $5,000,000 | N/A | LANE PARKWAY STE 700 |
| GREEN LIVING SCIENCE | ||||||||
| 1331 HOLDEN ST | DETROIT | MI | 48202 | PC | PUBLIC SPACES - PARK AMBASSADOR PROGRAM | $153,800 | N/A | |
| SCHEPENS EYE RESEARCH INSTITUTE | ||||||||
| 399 REVOLUTION DR STE 645 | SOMMERVILLE | MA | 02145 | PC | CURING NF | $784,779 | N/A | |
| STRATEGIC COMMUNITY PARTNERS | ||||||||
| 10240 W MCNICHOLS RD | DETROIT | MI | 48221 | PC | PUBLIC SPACES | $700,000 | N/A | |
| METRO DETROIT BLACK BUSINESS ALLIANCE | ||||||||
| 1234 WASHINGTON BLVD | DETROIT | MI | 48226 | PC | GENERAL | $200,000 | N/A | |
| UNIVERSITY OF SYDNEY | ||||||||
| PO BOX 30 | PRINCETON | NJ | 08542 | PC | CURING NF | $233,769 | N/A | |
| DETROIT REGIONAL CHAMBER | ||||||||
| 777 WOODWARD AVE STE 800 | DETROIT | MI | 48226 | NC | NORTH STAR INITIATIVE | $250,000 | N/A | |
| PROJECT EVERGREEN FOUNDATION | ||||||||
| 8500 STATION ST STE 230 | MENTOR | OH | 44060 | PC | PUBLIC SPACES - GMEINER PARK | $250,000 | N/A | |
| FRIENDS OF THE ROUGE | ||||||||
| 650 CHURCH STREET SUITE 209 | PLYMOUTH | MI | 48170 | PC | PUBLIC SPACES - FORT STREET BRIDGE PARK PROJECT 2022 | $250,000 | N/A | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 120 TILLSON FARM ROAD | AMHERST | MA | 01003 | NC | CURING NF | $310,269 | N/A | |
| MD ANDERSON | ||||||||
| 7007 BERTNER AVE STE 18 | HOUSTON | TX | 77030 | PC | CURING NF | $314,264 | N/A | |
| UNIVERSITY OF WASHINGTON | ||||||||
| BOX 359505 | SEATTLE | WA | 981959505 | PC | CURING NF | $348,770 | N/A | |
| THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL | ||||||||
| 700 CHILDRENS DR | COLUMBUS | OH | 43205 | PC | CURING NF | $366,104 | N/A | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 1 INVENTA PLACE 6TH FL WEST | SILVER SPRING | MD | 20910 | PC | CURING NF | $758,000 | N/A | |
| CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVE MLC 9002 | CINCINNATI | OH | 45229 | PC | CURING NF | $368,198 | N/A | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | PC | CURING NF | $400,000 | N/A | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH ST RM 501 | BLOOMINGTON | IN | 47405 | PC | CURING NF | $400,000 | N/A | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| BOX 843075 700 WEST GRACE STREET | RICHMOND | VA | 23284 | PC | CURING NF | $404,597 | N/A | |
| UNIVERSITY OF ROCHESTER | ||||||||
| PO BOX 270032 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | PC | CURING NF | $414,639 | N/A | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | PC | CURING NF, MICHIGAN FITNESS CLUB & TRIBUTE | $455,804 | N/A | |
| DETROIT DEVELOPMENT FUND | ||||||||
| 3031 W GRAND BLVD STE 505 | DETROIT | MI | 48202 | PC | DETROIT DEVELOPMENT FUND | $500,000 | N/A | |
| CITY OF DETROIT | ||||||||
| 2 WOODWARD AVE STE 642 | DETROIT | MI | 48226 | GOV | PARK PROJECT GAP | $537,500 | N/A | |
| VENTURE FOR AMERICA | ||||||||
| 307 7TH AVE STE 1201 | NEW YORK | NY | 10001 | PC | ECONOMIC MOBILITY - VFA SUPPORT | $576,000 | N/A | |
| THE GENERAL HOSPITAL CORPORATION | ||||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | PC | CURING NF | $614,049 | N/A | |
| OHIO STATE UNIVERSITY | ||||||||
| 2200 OLENTANGY RIVER RD | COLUMBUS | OH | 43210 | NC | CURING NF | $399,500 | N/A | |
| NF FORWARD | ||||||||
| 1074 WOODWARD AVE | DETROIT | MI | 48226 | PC | BENEFIT X GALA MATCH & TRIBUTE | $2,928,683 | RELATED ORGANIZATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,082,396 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF THE ROUGE | ||||||||
| 650 CHURCH STREET SUITE 209 | PLYMOUTH | MI | 48170 | N/A | PC | GENERAL | $25,000 | |
| GREEN LIVING SCIENCE | ||||||||
| 1331 HOLDEN ST | DETROIT | MI | 48202 | N/A | PC | GENERAL | $46,200 | |
| CITY OF DETROIT | ||||||||
| 2 WOODWARD AVE STE 642 | DETROIT | MI | 48226 | N/A | PC | GENERAL | $137,500 | |
| CHN HOUSING PARTNERS | ||||||||
| 2999 PAYNE AVE RM 134 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL | $9,707,400 | |
| MOTOWN MUSEUM | ||||||||
| 2648 BERRY GORDY JR BOULEVARD | DETROIT | MI | 48208 | N/A | PC | GENERAL | $950,000 | |
| VENTURE FOR AMERICA | ||||||||
| 307 7TH AVE STE 1201 | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $980,000 | |
| DETROIT DEVELOPMENT FUND | ||||||||
| 3031 W GRAND BLVD STE 505 | DETROIT | MI | 48202 | N/A | PC | GENERAL | $980,000 | |
| TECHTOWN DETROIT | ||||||||
| 440 BURROUGHS | DETROIT | MI | 48202 | N/A | PC | GENERAL | $1,881,600 | |
| LAKESHORE LEGAL AID | ||||||||
| 30500 VAN DYKE AVE STE 601 | WARREN | MI | 48093 | N/A | PC | GENERAL | $2,613,334 | |
| UNITED COMMUNITY HOUSING COALITION | ||||||||
| 2727 2ND AVE | DETROIT | MI | 48201 | N/A | PC | GENERAL | $2,946,667 | |
| MICHIGAN LEGAL SERVICES | ||||||||
| 2727 2ND AVE | DETROIT | MI | 48201 | N/A | PC | GENERAL | $2,946,667 | |
| INVEST DETROIT FOUNDATION | ||||||||
| 600 RENAISSANCE CTR STE 1710 | DETROIT | MI | 48243 | N/A | PC | GENERAL | $3,047,800 | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 70 CORPORATE CENTER 11000 BROKEN | COLUMBIA | MD | 21044 | N/A | PC | GENERAL | $5,000,000 | LANE PARKWAY STE 700 |
| DOWNTOWN DETROIT PARTNERSHIP | ||||||||
| 1 CAMPUS MARTIUS STE 380 | DETROIT | MI | 48226 | N/A | PC | GENERAL | $1,602,815 | |
| MICHIGAN REGIONAL COUNCIL OF CARPENTERS AND MILLWRIGHTS COMMUNITY SERVICE T | ||||||||
| 11687 AMERICAN ST | DETROIT | MI | 48204 | N/A | PC | GENERAL | $231,900 | |
| ANDREW MCDONOUGH B FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | N/A | PC | GENERAL | $244,000 | |
| METRO DETROIT BLACK BUSINESS ALLIANCE | ||||||||
| 1234 WASHINGTON BLVD | DETROIT | MI | 48226 | N/A | PC | GENERAL | $392,000 | |
| BLACK LEADERS DETROIT | ||||||||
| 8425 W MCNICHOLS RD STE 202 | DETROIT | MI | 48221 | N/A | PC | GENERAL | $500,000 | |
| DISCOUNTED GRANTS | ||||||||
| 1074 WOODWARD AVE | DETROIT | MI | 48226 | N/A | PC | GENERAL | $40,709 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $34,273,592 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,596 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $723,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $723,568 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DANIEL B GILBERT | ||||||
| 1 | 1074 WOODWARD AVE | DETROIT | MI | 48226 | $20,000,000 | Yes (X) |
| ROCKET COMMUNITY FUND EQUITY AWARD TRUST | ||||||
| 2 | 1050 WOODWARD AVE | DETROIT | MI | 48226 | $285,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - 3535 | $1,008,786 | $1,008,786 |
| CORPORATE BONDS - 3536 | $1,945,513 | $1,945,513 |
| CORPORATE BONDS - 3537 | $595,262 | $595,262 |
| CORPORATE BONDS - 3632 | $1,107,427 | $1,107,427 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,421,210 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,421,210 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $415,061 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $415,061 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $31,571,044 | $31,571,044 |
| ASSET BACKED SECURITIES - 3535 | FMV | $311,801 | $311,800 |
| ASSET BACKED SECURITIES - 8395 | FMV | $843,094 | $843,094 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $198,514 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $195,142 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,843,836 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $380,520 | $0 | $381,437 |
| INSURANCE | $10,064 | $0 | $23,315 |
| MISCELLANEOUS | $125,146 | $0 | $122,569 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFERS INTO TGFF FROM GFF | $78,639,707 |
| PRIOR ADJUSTMENT | $1,243,937 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $10,759 | $10,759 | $0 |
| OTHER PROFESSIONAL FEES | $192,476 | $0 | $163,153 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,000 | $0 | $6,000 |
| PAYROLL TAXES | $71,963 | $0 | $71,970 |
Comments