RUTH MOTT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUTH MOTT FOUNDATION (EIN 38-2876435)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349101826
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:52:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382134833 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MFO EFILING SERVICES CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT STREET SUITE 3D | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485021649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382876435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH MOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 8102330170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST COURT STREET NO 3C | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485021649 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAQUEL THUEME | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8102300170 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL VALACAK | PreparerPersonNm |
| PTIN | P00118036 | PTIN |
| Phone | 8107670136 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.77.209.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:45:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CEEBA294EA7775BF97D41821082EBBAA3735D0CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9148657B1C2677C6025D69B61DCA2E4CA2FA2B4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $237,465,716 | 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 | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,346,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,113,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,282,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,100,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,337,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,675 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,655,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,450,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $237,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,242,260 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,316 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,252,396 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $285,901 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,565 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $290,006 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,397 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,685 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $670,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $545,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $127,419 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $923,219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $112,164 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $225,237 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $139,855 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $139,872 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72,382 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,657 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,107 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,929,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $562,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,500,031 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,772,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,236,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,773,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,897,561 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,960,179 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,669,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,236,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,733,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,014,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,213,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $202,599 | CashBOYAmt |
| Cash EOY | $255,974 | CashEOYAmt |
| Cash EOYFMV | $255,974 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,689,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,896,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,896,534 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,281 | AcctRcvblAmt |
| Acct Rcvbl BOY | $89,172 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,281 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,281 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $992,008 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,108,689 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $992,008 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $992,008 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $51,330 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $70,976 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $70,976 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $116,832,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $137,128,741 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $137,128,741 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,185,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,778,834 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,778,834 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $64,833,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,319,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,319,104 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,717,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,062,791 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,723,377 | LandBOYAmt |
| Land EOY | $4,654,213 | LandEOYAmt |
| Land EOYFMV | $4,654,213 | LandEOYFMVAmt |
| Other Assets BOY | $787,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $337,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $337,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $211,503,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,465,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,465,716 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $170,317 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,829 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,611,860 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,555,109 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $900,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,279,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,682,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,925,938 | 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 | $208,821,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $234,539,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,821,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,539,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,503,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,465,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,821,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,014,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,183,353 | OtherIncreasesAmt |
| Subtotal | $234,989,778 | SubtotalAmt |
| Other Decreases | $450,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $234,539,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOBIAS WHITE & CO - NOMINEE (INSPIRE MEDICAL) | P | 2019-12-28 | 2019-12-31 | $8,270 | $2,336 | $5,934 | $5,934 |
| TOBIAS WHITE & CO - NOMINEE (INSPIRE MEDICAL) | P | 2018-12-29 | 2019-12-31 | $1,014,623 | $170,959 | $843,664 | $843,664 |
| TOBIAS WHITE & CO - NOMINEE (INSPIRE MEDICAL) | P | 2019-12-28 | 2019-12-31 | $5,947 | $1,680 | $4,267 | $4,267 |
| TOBIAS WHITE & CO - NOMINEE (INSPIRE MEDICAL) | P | 2018-12-29 | 2019-12-31 | $558,370 | $100,119 | $458,251 | $458,251 |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $43 | $30 | $13 | $13 |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $4,787,419 | $3,145,311 | $1,642,108 | $1,642,108 |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $6,847,363 | $8,348,410 | -$1,501,047 | -$1,501,047 |
| TOBIAS WHITE & CO - NOMINEE | P | 2019-12-28 | 2019-12-31 | $509,418 | $430,510 | $78,908 | $78,908 |
| TOBIAS WHITE & CO - NOMINEE | P | 2019-12-28 | 2019-12-31 | $1,969,736 | $1,900,000 | $69,736 | $69,736 |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $4,674,867 | $4,916,312 | -$241,445 | -$241,445 |
| VANGUARD SMALL CAP INDEX FUND INST | P | 2018-04-30 | 2019-04-10 | $628,130 | $618,183 | $9,947 | $9,947 |
| VANGUARD DEVELOPED MARKETS IDX IST | P | 2018-10-17 | 2019-12-18 | $1,300,000 | $1,206,554 | $93,446 | $93,446 |
| VANGUARD 500 INDEX FUND ADM | P | 2013-08-22 | 2019-04-22 | $400,000 | $228,137 | $171,863 | $171,863 |
| VANGUARD 500 INDEX FUND ADM | P | 2013-04-15 | 2019-07-23 | $2,200,000 | $1,214,340 | $985,660 | $985,660 |
| VANGUARD SMALL CAP INDEX FUND INST | P | 2019-04-10 | $2,371,870 | $2,110,061 | $261,809 | $261,809 | |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $500,000 | $533,451 | -$33,451 | -$33,451 |
| TOBIAS WHITE & CO - NOMINEE | P | 2019-12-31 | $20 | $20 | $0 | $0 | |
| MFO D&D SMID CAP VALUE FUND | P | 2019-12-31 | $1,337,847 | $1,246,891 | $90,956 | $90,956 | |
| MFO D&D SMID CAP VALUE FUND | P | 2019-12-31 | $3,855,553 | $3,337,839 | $517,714 | $517,714 | |
| TOBIAS WHITE & CO - NOMINEE | P | 2018-12-29 | 2019-12-31 | $10,697,818 | $10,403,831 | $293,987 | $293,987 |
| TOBIAS WHITE & CO - NOMINEE | P | 2019-12-28 | 2019-12-31 | $1,357,322 | $1,500,000 | -$142,678 | -$142,678 |
| 8659 SHS ANAPLAN INC. | P | 2014-05-08 | 2019-07-16 | $443,830 | $61,568 | $382,262 | $382,262 |
| MFO TOWLE FUND | P | 2019-12-31 | $1,285,717 | $1,597,594 | -$311,877 | -$311,877 | |
| MFO TOWLE FUND | P | 2019-12-31 | $3,484,748 | $3,390,628 | $94,120 | $94,120 | |
| MFO WESTFIELD A | P | 2019-12-31 | $1,121,079 | $1,200,326 | -$79,247 | -$79,247 | |
| MFO WESTFIELD A | P | 2019-12-31 | $2,309,675 | $1,300,014 | $1,009,661 | $1,009,661 | |
| FROM SCH K-1: ARBORETUM III LP | P | 2019-12-31 | $10,103 | $10,103 | $10,103 | ||
| FROM SCH K-1: ANRP (EPE AIV) LP | P | 2019-12-31 | $10,746 | $10,746 | $10,746 | ||
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS, LP | P | 2019-12-31 | $5,390 | -$5,390 | -$5,390 | ||
| FROM SCH K-1: APOLLO NATURAL RESOURCES PARTNERS LP | P | 2019-12-31 | $277 | $277 | $277 | ||
| FROM SCH K-1: APOLLO NATURAL RESOURCES PARTNERS LP | P | 2019-12-31 | $4,091 | $4,091 | $4,091 | ||
| FROM SCH K-1: CROSSLINK VENTURES V, LP | P | 2019-12-31 | $12,593 | $12,593 | $12,593 | ||
| FROM SCH K-1: CROSSLINK VENTURES VI, LP | P | 2019-12-31 | $5,345 | -$5,345 | -$5,345 | ||
| FROM SCH K-1: CROSSLINK VENTURES VI, LP | P | 2019-12-31 | $96,752 | -$96,752 | -$96,752 | ||
| FROM SCH K-1: DFJ GROWTH 2013 LP | P | 2019-12-31 | $1,826 | $1,826 | $1,826 | ||
| FROM SCH K-1: DFJ GROWTH 2013 LP | P | 2019-12-31 | $136,256 | $136,256 | $136,256 | ||
| FROM SCH K-1: IMPACT VENTURES III | P | 2019-12-31 | $22,310 | $22,310 | $22,310 | ||
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP | P | 2019-12-31 | $205,369 | $205,369 | $205,369 | ||
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND | P | 2019-12-31 | $22,528 | -$22,528 | -$22,528 | ||
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND | P | 2019-12-31 | $668,261 | -$668,261 | -$668,261 | ||
| CAPITAL GAINS DIVIDENDS | P | $27,305 | $27,305 | $27,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,337,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,976,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $225,062,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048771 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,038,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $217,341,802 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,414,760 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $197,760,946 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,689,795 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $213,223,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050134 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,466,344 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $221,027,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047353 | DistributionYr5Rt |
| Total Distribution | 0.245110 | TotalDistributionRt |
| Average Distribution | 0.049022 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $220,408,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,804,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,886,982 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,889,815 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $82,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185,681 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $103,545 | OverpaymentAmt |
| Applied To ES Tax | $103,545 | 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 | HTTP://WWW.RUTHMOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOYCE BOBOLTS DIR FIN ADMIN | IndividualWithBooksNm |
| Phone | 8102330170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST COURT STREET SUITE 3C | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485021649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
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 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARYANNE MOTT | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | CHAIR | 15.00 | $0 | $0 | $0 |
| LAWRENCE MOON | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | VICE CHAIR | 4.00 | $0 | $0 | $0 |
| JOSEPH ROBINSON | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TREASURER | 5.00 | $0 | $0 | $0 |
| SHANNON EASTER WHITE | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | SECRETARY | 3.00 | $0 | $0 | $0 |
| GLORIA COLES | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ROBERT PESTRONK | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 3.50 | $0 | $0 | $0 |
| CHARLES MEYNET | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARISE STEWART | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| KYLE MCCREE | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| RAQUEL THUEME | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | PRESIDENT | 50.00 | $240,000 | $32,066 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STATEMENT 30 | AddressLine1Txt |
| City | ATTACHED | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | N/A | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $658,121 | CompensationAmt |
| Employee Benefits | $122,771 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MFO MANAGEMENT COMPANY | |||||
| 111 E COURT ST SUITE 3D | FLINT | MI | 48502 | INVEST. MGMT. & CONSULTING & ACCTG | $560,000 |
| SMITH GROUP INC | |||||
| 500 GRISWOLD SUITE 1700 | DETROIT | MI | 48226 | APPLEWOOD MASTER PLAN | $94,364 |
| GIVINGDATA LLC | |||||
| 45 PROSPECT STREET | CAMBRIDGE | MA | 02139 | GRANTS MANAGEMENT SYSTEM & SOFTWARE | $64,535 |
| NETSOURCE ONE | |||||
| 5454 HAMPTON PLACE | SAGINAW | MI | 48604 | COMPUTER CONSULTING, MONITORING & EQUIP. | $63,116 |
| TRUE IMPACT LLC | |||||
| 74 KENT STREET 10 | BROOKLINE | MA | 02445 | GRANTEE OUTCOME TRACKING SYSTEM & SW | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GENERAL INFORMATION - SEE STATEMENT 26 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 27 | Description2Txt |
| Expenses2 | $1,284,379 | Expenses2Amt |
| Description3 | COLLECTIONS - SEE STATEMENT 28 | Description3Txt |
| Expenses3 | $489,480 | Expenses3Amt |
| Description4 | APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 29 | Description4Txt |
| Expenses4 | $499,856 | Expenses4Amt |
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 | $158,874,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,996,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,893,860 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $223,764,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $223,764,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,356,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,408,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,020,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,020,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,136 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,676 | IncomeTaxAmt |
| Total Tax | $92,812 | TotalTaxAmt |
| Distributable Before Adj | $10,927,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,866 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,933,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,933,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,733,741 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $156,074 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,889,815 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82,136 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,807,679 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,933,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,523,856 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,889,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,523,856 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,959 | 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 | $10,567,500 | 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 | RUTH MOTT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT ST SUITE 3C | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485021649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8102330170 | RecipientPhoneNum |
| Form And Info And Materials | POTENTIAL GRANTEES ARE ENCOURAGED TO GO TO WWW.RUTHMOTTFOUNDATION.ORG FOR INFORMATION ON THE RUTH MOTT FOUNDATION GRANT PROCESS AND GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BOARD APPROVES GRANTS 3 TIMES A YEAR (FEB/MARCH, JUNE & OCT). SEE WEBSITE FOR SPECIFIC DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE RUTH MOTT FOUNDATION BELIEVES IN COMMUNITY VITALITY, WHICH EMERGES FROM SAFE AND VIBRANT NEIGHBORHOODS THAT ARE HOME TO HEALTHY, FINANCIALLY SECURE FAMILIES AND CHILDREN. TO ACHIEVE THIS IN OUR COMMUNITY, WE ARE FOCUSING OUR EFFORTS ON NORTH FLINT, THE AREA WHERE WE BELIEVE OUR EFFORTS CAN MAKE THE BIGGEST DIFFERENCE. WE DEFINE NORTH FLINT AS THE CITY LIMITS ON THE WEST, NORTH AND EAST, AND FLUSHING ROAD/5TH AVENUE/LONGWAY BOULEVARD CORRIDOR TO THE SOUTH. GRANTS MUST ADDRESS YOUTH, SAFETY, ECONOMIC OPPORTUNITY, OR NEIGHBORHOODS. MORE SPECIFIC GUIDELINES CAN BE FOUND ON THE FOUNDATION'S WEBSITE - WWW.RUTHMOTTFOUNDATION.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTIVE BOYS IN CHRIST | ||||||||
| 2715 N AVERILL AVE | FLINT | MI | 48506 | NONE | PC | ABC YOUTH PROGRAM | $27,835 | |
| AFRICAN DRUM AND DANCE PARENTS ASSOCIATION | ||||||||
| PO BOX 310108 | FLINT | MI | 48531 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ASBURY COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 1653 DAVISON ROAD | FLINT | MI | 48506 | NONE | PC | GENERAL OPERATING SUPPORT | $112,500 | |
| ASHFORD 75 LLC | ||||||||
| 5000 SOUTH LINCOLN TRACE AVE | SMYRNA | GA | 30080 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $485 | |
| BANGTOWN STUDIO ON THE GO | ||||||||
| 615 S SAGINAW STREET SUITE 6019 | FLINT | MI | 48502 | NONE | PC | STUDIO ON THE GO EXPANSION | $27,500 | |
| BETHEL UNITED METHODIST CHURCH | ||||||||
| 1309 N BALLENGER HWY | FLINT | MI | 48504 | NONE | PC | BETHEL CDF FREEDOM SCHOOL | $20,000 | |
| BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY | ||||||||
| 410 EAST 2ND STREET | FLINT | MI | 48503 | NONE | PC | OUT OF SCHOOL TIME MENTORING PROGRAM | $65,000 | |
| BOYS AND GIRLS CLUB OF GREATER FLINT | ||||||||
| 3701 N AVERILL AVE | FLINT | MI | 48506 | NONE | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| CATHOLIC CHARITIES OF SHIAWASSEE & GENESEE COUNTIES | ||||||||
| 901 CHIPPEWA STREET | FLINT | MI | 48503 | NONE | PC | MR. GAINES GARDENING PROGRAM PLUS | $85,000 | |
| CENTER FOR HIGHER EDUCATIONAL ACHIEVEMENT (CHEA) | ||||||||
| 1920 MARYLAND AVE | FLINT | MI | 48506 | NONE | PC | CHEA NORTH FLINT ADULT EDUCATION PROGRAM | $35,000 | |
| CHILD CARE NETWORK WASHTENAW REGIONAL 4C | ||||||||
| 3941 RESEARCH PARK DR STE C | ANN ARBOR | MI | 48108 | NONE | PC | FAMILY SUPPORT PROGRAM | $60,000 | |
| CHILD CARE NETWORK WASHTENAW REGIONAL 4C | ||||||||
| 3941 RESEARCH PARK DR STE C | ANN ARBOR | MI | 48108 | NONE | PC | FAMILY SUPPORT PROGRAM | $60,000 | |
| CITY OF FLINT | ||||||||
| CITY HALL 1101 SOUTH SAGINAW STREET | FLINT | MI | 48502 | NONE | GOV | IMAGINE FLINT - NEIGHBORHOOD PLANNING INITIATIVE | $202,000 | |
| CLINGMAN FOUNDATION | ||||||||
| 6099 CALKINS RD | FLINT | MI | 48532 | NONE | PC | ACADEMIC IMPROVEMENT COLLEGE READINESS PROGRAM | $32,800 | |
| COMMUNITY FOUNDATION OF GREATER FLINT | ||||||||
| 500 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD SMALL GRANTS PROGRAM | $90,000 | |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| ONE S HARBOR AVE SUITE 8 | GRAND HAVEN | MI | 49417 | NONE | PC | PHILANTHROPIC CAPACITY | $14,400 | |
| CPSA COURIER INC | ||||||||
| 109 WELCH BOULEVARD | FLINT | MI | 48503 | NONE | PC | GENERAL OPERATING SUPPORT | $41,120 | |
| CRIM FITNESS FOUNDATION | ||||||||
| 452 S SAGINAW STREET SUITE 1 | FLINT | MI | 48502 | NONE | PC | SAFE & ACTIVE NORTH FLINT | $49,120 | |
| CRIME STOPPERS OF FLINT AND GENESEE COUNTY | ||||||||
| 210 E FIFTH ST | FLINT | MI | 48502 | NONE | PC | NORTH FLINT PROJECT | $50,220 | |
| EASTSIDE COMPASSIONATE MISSION CENTERINC | ||||||||
| PO BOX 90238 | FLINT | MI | 48509 | NONE | PC | EMPOWERING THROUGH EMPLOYMENT | $7,232 | |
| EL BALLET FOLKLORICO ESTUDIANTIL | ||||||||
| 5211 E CARPENTER RD | FLINT | MI | 48506 | NONE | PC | MEXICAN FOLKLORICO DANCE AND MUSIC PROGRAMS FOR RICHFIELD PUBLIC SCHOOLS | $15,000 | |
| EVERGREEN COMMUNITY DEVELOPMENT INITITATIVE | ||||||||
| 4121 MARTIN LUTHER KING AVE | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| EVERGREEN COMMUNITY DEVELOPMENT INITITATIVE | ||||||||
| 4121 MARTIN LUTHER KING AVE | FLINT | MI | 48505 | NONE | PC | LOVE MARIE'S CLUB | $10,000 | |
| FAIR FOOD NETWORK | ||||||||
| 1250 NORTH MAIN STREET NORTH SUITE | ANN ARBOR | MI | 48104 | NONE | PC | INNOVATING TECHNOLOGY AND EXPANDING GEOGRAPHIES | $80,000 | |
| FAITH FOUNDATION RESOURCES | ||||||||
| 4225 MILLER ROAD SUITE 176 | FLINT | MI | 48507 | NONE | PC | ANNUAL FUNDRAISER | $500 | |
| FAITH FOUNDATION RESOURCES | ||||||||
| 4225 MILLER ROAD SUITE 176 | FLINT | MI | 48507 | NONE | PC | HELPING YOUNG PEOPLE WITH EMPLOYMENT (HYPE) PROGRAM | $65,000 | |
| FEDEX ASHFORD 75 LLC | ||||||||
| PO BOX 371461 | PITTSBURG | PA | 152057461 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $46 | |
| FLINT CHILDREN'S MUSEUM | ||||||||
| 1602 W UNIVERSITY AVE | FLINT | MI | 48504 | NONE | PC | PLAYING AND LEARNING TOGETHER | $30,000 | |
| FLINT CULTURAL CENTER CORPORATION | ||||||||
| 1310 E KEARSLEY ST | FLINT | MI | 48503 | NONE | PC | SLOAN MUSEUM OF DISCOVERY - NORTH FLINT COLLABORATION | $89,164 | |
| FLINT DISTRICT LIBRARY | ||||||||
| DBA FLINT PUBLIC LIBRARY 1026 EAST | FLINT | MI | 48503 | NONE | GOV | FLINT PUBLIC LIBRARY TRANSFORMED CAPITAL CAMPAIGN | $250,000 | KEARSLEY STREET |
| FLINT INSTITUTE OF ARTS | ||||||||
| 1120 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | START AND START PARENTING SKILLS WORKSHOPS PROJECT | $45,000 | |
| FLINT INSTITUTE OF ARTS | ||||||||
| 1120 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | FLINT INSTITUTE OF ARTS ENDOWMENT FUND | $10,000 | |
| FLINT POLICE FOUNDATION | ||||||||
| 2125 BIRCHWOOD CT | TRAVERSE CITY | MI | 49686 | NONE | PC | NORTH END COMMUNITY CRIME STRATEGY (NECCS) | $228,000 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET STE 200 | FLINT | MI | 48502 | NONE | PC | FLINTSIDE: ON THE GROUND | $37,260 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | CREATING CONSTRUCTION JOBS BY REPAIRING FLINT HOMES | $142,000 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | HERITAGE & HARMONY | $1,000 | |
| GENESEE COUNTY LAND BANK AUTHORITY | ||||||||
| 452 SOUTH SAGINAW STREET SECOND | FLINT | MI | 48502 | NONE | PC | CLEAN AND GREEN | $267,400 | FLOOR |
| GENESEE COUNTY LAND BANK AUTHORITY | ||||||||
| 452 SOUTH SAGINAW STREET SECOND | FLINT | MI | 48502 | NONE | PC | CLEAN AND GREEN | $267,400 | FLOOR |
| GENESEE COUNTY PARKS AND RECREATION COMMISSION | ||||||||
| 5045 STANLEY ROAD | FLINT | MI | 48506 | NONE | GOV | NORTH FLINT PUBLIC SAFETY STRATEGY | $410,168 | |
| GEORGIA STATE UNIVERSITY | ||||||||
| PO BOX 4040 | ATLANTA | GA | 30302 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | |
| GIRLS ON THE RUN MID MICHIGAN INC | ||||||||
| PO BOX 1836 | OWOSSO | MI | 48867 | NONE | PC | GREATER FLINT PROGRAM ACCESS INITIATIVE | $10,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC CAPACITY AND GEO LEADERSHIP CIRCLE | $6,500 | |
| GREATER FLINT ARTS COUNCIL | ||||||||
| 816 SOUTH SAGINAW ST | FLINT | MI | 48502 | NONE | PC | SHOP FLOOR THEATRE COMPANY (SFTC) CREATIVE LEARNING PROGRAM | $35,000 | |
| GST MICHIGAN WORKS INC | ||||||||
| 711 N SAGINAW ST SUITE 300 | FLINT | MI | 48503 | NONE | PC | JOBS FOR MICHIGAN'S GRADUATES - OUT OF SCHOOL | $54,000 | |
| HISPANIC TECHNOLOGY AND COMMUNITY CENTER DBA LATINX TECH & COMMUNITY CTR | ||||||||
| 2101 LEWIS STREET | FLINT | MI | 48506 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| INSTITUTE OF RHYMES | ||||||||
| PO BOX 4074 | FLINT | MI | 48504 | NONE | PC | BUILDING MEN OF EXCELLENCE | $390 | |
| INSTITUTE OF RHYMES | ||||||||
| PO BOX 4074 | FLINT | MI | 48504 | NONE | PC | BUILDING MEN OF EXCELLENCE | $20,000 | |
| INVOLVEDDAD | ||||||||
| 709 SPELLMAN DR | FLINT | MI | 48503 | NONE | PC | IMPACT - FATHER ENGAGEMENT | $75,000 | |
| JP MORGAN CHASE DANCE SOLUTIONS | ||||||||
| PO BOX 15918 | WILMINGTON | DE | 19850 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $290 | |
| JP MORGAN CHASE UNIVERSITY OF MICHI | ||||||||
| PO BOX 15918 | WILMINGTON | DE | 19850 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $107 | |
| KENTAKEE ATHLETIC AND SOCIAL CLUBS | ||||||||
| 4208 COMSTOCK AVENUE | FLINT | MI | 48504 | NONE | PC | BERSTON BICYCLE CLUB PROJECT | $24,300 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| MICHIGAN LISC 201 W KALAMAZOO AVE | KALAMAZOO | MI | 49007 | NONE | PC | LISC FLINT STRATEGY | $75,000 | 310 |
| MADE INSTITUTE | ||||||||
| 503 GARLAND ST | FLINT | MI | 48503 | NONE | PC | GENERAL OPERATING SUPPORT | $77,000 | |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | NONE | PC | RMF DONOR ADVISED FUND | $390,000 | |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NORTH FLINT SUSTAINABLE HOUSING AND ECONOMIC PROGRAM | $132,000 | SAGINAW ST SUITE 804 |
| MICHIGAN COUNCIL ON CRIME AND DELINQUENCY | ||||||||
| 1679 BROADWAY ST | ANN ARBOR | MI | 48105 | NONE | PC | NATION OUTSIDE FLINT CHAPTER | $38,000 | |
| MICHIGAN CROSSROADS COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 137 S MARKETPLACE BLVD | LANSING | MI | 48917 | NONE | PC | URBAN SCOUTING PROGRAM | $15,000 | |
| MICHIGAN LEAGUE FOR PUBLIC POLICY | ||||||||
| 1223 TURNER STREET SUITE G-1 | LANSING | MI | 48906 | NONE | PC | EMPOWERING NORTH FLINT RESIDENTS | $40,000 | |
| MOTHERLY INTERCESSION | ||||||||
| PO BOX 311109 | FLINT | MI | 48531 | NONE | PC | RACS AND IN-TOUCH READY TO WORK | $40,000 | |
| MOTHERLY INTERCESSION | ||||||||
| PO BOX 311109 | FLINT | MI | 48531 | NONE | PC | ANNUAL FUNDRAISER | $500 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW SUITE 825 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC CAPACITY | $4,400 | |
| NEIGHBORHOOD ENGAGEMENT HUB | ||||||||
| 3216 MARTIN LUTHER KING AVE | FLINT | MI | 48505 | NONE | PC | OPERATING SUPPORT: NEIGHBORHOOD DEVELOPMENT | $105,000 | |
| NEIGHBORHOOD ENGAGEMENT HUB | ||||||||
| 3216 MARTIN LUTHER KING AVE | FLINT | MI | 48505 | NONE | PC | THE PORCH PROJECT | $14,025 | |
| NEW COMMUNITY BAPTIST CHURCH | ||||||||
| 1375 LAVENDER AVENUE | FLINT | MI | 48504 | NONE | PC | WORKING ACTIVELY INTENTIONALLY TOGETHER - THE PHOENIX PROGRAM | $100,000 | |
| OAKLAND COMMUNITY COLLEGE | ||||||||
| 2480 OPDYKE RD ACCOUNTS RECEIVABLE | BLOOMFIELD HILLS | MI | 48304 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,900 | |
| PEAK GRANTMAKING | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC | PHILANTHROPIC CAPACITY | $3,000 | |
| PROJECT SYNCERE INC | ||||||||
| 9012 S STONY ISLAND AVENUE | CHICAGO | IL | 60617 | NONE | PC | STEMNETICS | $30,000 | |
| RE-CONNECTIONS INC | ||||||||
| PO BOX 51 | FENTON | MI | 48430 | NONE | PC | GENERAL OPERATING SUPPORT | $4,360 | |
| RE-CONNECTIONS INC | ||||||||
| PO BOX 51 | FENTON | MI | 48430 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SIPI INC | ||||||||
| PO BOX 362 | FLINT | MI | 48501 | NONE | NC | NORTH FLINT CAPACITY BUILDING | $70,440 | |
| SPECIALIZED EMPLOYMENT SERVICES INC | ||||||||
| DBA FLINT STRIVE 1108 LAPEER RD | FLINT | MI | 48503 | NONE | PC | NORTHSIDE IMPACT STRATEGIC PLAN | $140,000 | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | NONE | PC | SPHINX OVERTURE:MUSIC EDUCATION & YTH DEVELOPMENT PRGRM | $95,000 | |
| ST LUKE NEW LIFE CENTER INC | ||||||||
| 3115 LAWNDALE AVENUE | FLINT | MI | 48504 | NONE | PC | NORTH FLINT WOMEN'S EMPLOYMENT PREPARATION | $105,000 | |
| SYLVESTER BROOME EMPOWERMENT VILLAGE | ||||||||
| 4119 N SAGINAW ST SUITE 104 | FLINT | MI | 48505 | NONE | PC | NORTH FLINT NEIGHBORHOOD ACTION COUNCIL | $91,600 | |
| SYLVESTER BROOME EMPOWERMENT VILLAGE | ||||||||
| 4119 N SAGINAW ST SUITE 104 | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| SYLVESTER BROOME EMPOWERMENT VILLAGE | ||||||||
| 4119 N SAGINAW ST SUITE 104 | FLINT | MI | 48505 | NONE | PC | NEWS MOVEMENT | $40,000 | |
| TAPOLOGY INC | ||||||||
| 2145 ARMSTRONG RD | MT MORRIS | MI | 48458 | NONE | PC | TAPOLOGY GENERAL PROJECT SUPPORT | $120,000 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY PROGRAMS | $58,660 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| 111 E COURT ST SUITE 3A | FLINT | MI | 48502 | NONE | PC | JACKSON PARK YOUTH LEAGUE - RBI | $22,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| 111 E COURT ST SUITE 3A | FLINT | MI | 48502 | NONE | PC | FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT | $130,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| 111 E COURT ST SUITE 3A | FLINT | MI | 48502 | NONE | PC | STEMLETICS | $35,475 | |
| UNIVERSITY MUSICAL SOCIETY | ||||||||
| BURTON MEMORIAL TOWER 881 N | ANN ARBOR | MI | 48109 | NONE | PC | YO-YO MA DAY OF ACTION FLINT RESIDENCY | $3,500 | UNIVERSITY AVE |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,400 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,600 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $3,355 | PAVILION |
| URBAN RENAISSANCE CENTER | ||||||||
| 2505 N CHEVROLET AVENUE | FLINT | MI | 48504 | NONE | PC | GENERAL OPERATING SUPPORT | $187,547 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | SAFE PLACES | $120,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | SHOOTING FOR THE STARS - SUMMER ENGAGEMENT ACADEMY | $18,680 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,960,179 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF GREATER FLINT | ||||||||
| 3701 N AVERILL AVENUE | FLINT | MI | 48506 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| DELTA RESEARCH AND EDUCATIONAL FOUNDATION | ||||||||
| 1703 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | DELTA SIGMA THETA SORORITY, INC. - ACADEMY; EMBODI; GEMS(AEG): EMPOWERED | $19,000 | |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | YPSILANTI | MI | 48197 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | HALL |
| FLINT DISTRICT LIBRARY | ||||||||
| DBA FLINT PUBLIC LIBRARY 1026 EAST | FLINT | MI | 48503 | NONE | GOV | FLINT PUBLIC LIBRARY TRANSFORMED CAPITAL CAMPAIGN | $750,000 | KEARSLEY ST |
| GST MICHIGAN WORKS INC | ||||||||
| 711 N SAGINAW ST SUITE 300 | FLINT | MI | 48503 | NONE | PC | JOBS FOR MICHIGAN'S GRADUATES - OUT OF SCHOOL | $27,000 | |
| LEGAL SERVICES OF EASTERN MICHIGAN | ||||||||
| 436 S SAGINAW STREET SUITE 101 | FLINT | MI | 48502 | NONE | PC | NORTH FLINT LEGAL OUTREACH PROGRAM | $59,500 | |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NORTH FLINT SUSTAINABLE HOUSING AND ECONOMIC PROGRAM | $95,000 | SAGINAW ST |
| MOTT COMMUNITY COLLEGE | ||||||||
| 1401 E COURT ST CURTICE-MOTT | FLINT | MI | 485032089 | NONE | PC | FLINT AND GENESEE LITERACY NETWORK OPERATING SUPPORT | $126,875 | COMPLEX - CM1117K |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $795 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,655 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $105 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,138 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 | EAST COURT STREET |
| NEIGHBORHOOD ENGAGEMENT HUB | ||||||||
| 3216 MARTIN LUTHER KING AVE | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING | $105,000 | |
| SIPI INC | ||||||||
| PO BOX 362 | FLINT | MI | 48501 | NONE | NC | NORTH FLINT CAPACITY BUILDING | $70,440 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| 111 E COURT ST SUITE 3A | FLINT | MI | 48502 | NONE | PC | FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT | $100,000 | |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $107 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $6,959 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $9,225 | PAVILION |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID OFFICE 1903 | KALAMAZOO | MI | 490085337 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 | WEST MICHIGAN AVENUE |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | SHOOTING FOR THE STARS-SUMMER ENGAGEMENT ACADEMY | $15,560 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | HEART OF WORSHIP DANCE STUDIO | $18,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,555,109 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $51,836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,294,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,282,214 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $85 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $1,075 |
| CS MOTT BIOGRAPHY BOOK SALES | $25,457 |
| MISCELLANEOUS INCOME | $58 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $51,836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,576,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,655,148 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | "HUGS AROUND YOUR NECK" BOOK SALES - A CHILDREN'S BOOK WAS WRITTEN BY APPLEWOOD STAFF IN MEMORY OF ONE OF RUTH MOTT'S FORMER EMPLOYEES. THE BOOK IS SCIENTIFICALLY ACCURATE AND TOUCHES ON THE THEMES OF SCIENCE, INCLUDING BUTTERFLIES AND FLOWERS, AND DIVERSITY AND INCLUSION. THE MAIN PURPOSE OF THE BOOK IS TO BE USED AS A PROGRAMMING TOOL FOR YEARS TO COME. IT IS ALSO BEING SOLD TO THE GENERAL PUBLIC. |
| 11B | "APPLEWOOD - THE CHARLES STEWART MOTT ESTATE, ONE HUNDRED YEARS OF STORIES, 1916-2016"- THE BOOK RECOUNTS STORIES OF THE MOTT FAMILY AND THEIR LIVES AT APPLEWOOD. AFTER C.S.'S PASSING HIS WIDOW, RUTH, WANTED TO SHARE HIS STORY AND BEGAN A RESTORATION PROCESS WITH INTENTIONS OF EVENTUALLY OPENING APPLEWOOD TO THE PUBLIC. THE BOOK PROVIDES ACCESS AND INSIGHTS THAT YOU CANNOT FIND IN PUBLIC RECORDS. IN MR. MOTT'S OWN WORDS YOU WILL READ OF THE KEEN INTEREST HE TOOK IN EVERY DETAIL OF THE LANDSCAPING AND GARDENS. THE BOOK SHARES THE STORIES OF THE PEOPLE WHO LIVED THERE, WORKED THERE, OR SIMPLY VISITED AND CELEBRATES THE UNIQUE AND LARGELY PRIVATE PAST OF APPLEWOOD. IT PRESENTS PHOTOS AND DETAILS OF FURNISHINGS, ARTWORK AND THE LANDSCAPE THAT SURROUNDS IT. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC. |
| 11C | "THE LIFE OF CHARLES STEWART MOTT"-THE BOOK REFLECTS THE LIFE OF MOTT WHOSE NAME TODAY IS MOST WIDELY RECOGNIZABLE WHEN USED IN CONNECTION WITH THE WORD FOUNDATION. BUT PHILANTHROPY IS ONLY ONE REASON THE LIFE OF MOTT - ENTREPRENEUR, INDUSTRIALIST, BANKER, MAYOR, AND SOMETIMES EVEN COWBOY IS WORTH KNOWING ABOUT TODAY. MOTT WAS BORN TEN YEARS AFTER THE DEATH OF ABRAHAM LINCOLN AND ONE YEAR BEFORE THE 1876 CENTENNIAL OF THE FOUNDING OF THE UNITED STATES. HE NOT ONLY LIVED THROUGH THE MOST DRAMATIC TECHNOLOGICAL SHIFT AND PERIOD OF ECONOMIC GROWTH THAT HAD YET BEEN KNOWN, BUT HE ACTIVELY PARTICIPATED IN AND CONTRIBUTED TO THESE EVENTS AS A MAJOR INNOVATOR AND LEADER AT GENERAL MOTORS, AS A PUBLIC OFFICIAL, AND AS A PHILANTHROPIST. THIS VIVID BIOGRAPHY PORTRAYS A COMPLEX, BRILLIANT, OFTEN CONTRADICTORY, AND ULTIMATELY FASCINATING MAN. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC. |
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 | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $270,384 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMALL BUSINESS ASSOCIATION OF MI (HEALTH INS PROVIDER) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GROUP HEALTH INSURANCE | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEE | CategoryTxt |
| Amt | $30,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,900 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SIPI INC | ||||||||||
| 609 E 5TH AVENUE | FLINT | MI | 48503 | 2019-10-29 | $140,880 | TO PROVIDE THE FOLLOWING: EMBEDDED CAPACITY BUILDING SUPPORT TO SYLVESTER BROOME EMPOWERMENT VILLAGE (SBEV) AND TRANSITION RESPONSIBILITIES BACK TO EASTSIDE COMPASSIONATE MISSION BASED ON THE ASSESSMENT AND EMBEDDED SERVICES WORK DONE IN 2020. SIPI WILL PROVIDE SUPPORT TO SEVEN RMF GRANT-FUNDED PROGRAMS THAT OPERATE AT SBEV TO PILOT A COORDINATED DATA COLLECTION/ EVALUATION PROCESS. THE FIVE SMALLER GROUPS WILL ALSO RECEIVE EMBEDDED SUPPORT TO IDENTIFY AND IMPLEMENT STRATEGIES TO DIVERSIFY REVENUE AND DEMONSTRATE IMPACT. VERFICATION DATES:2020- 3/5*, 4/27, 5/13, 6/30*, 7/17, 9/22*, 10/20* - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. | $70,440 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 3/5/20, 6/30/20, 9/22/20 | THE RUTH MOTT FOUNDATION WILL REVIEW THE FINAL REPORT, WHICH IS DUE ON DECEMBER 15, 2020. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)). |
| SIPI INC | ||||||||||
| 609 E 5TH AVENUE | FLINT | MI | 48503 | 2018-11-02 | $169,440 | TO PROVIDE CAPACITY BUILDING SERVICES TO FOUR 501(C)(3) ORGANIZATIONS (EASTSIDE COMPASSIONATE MISSION, R.L. JONES COMMUNITY OUTREACH CENTER, INVOLVEDDAD, AND THE HISPANIC TECHNOLOGY AND COMMUNITY CENTER). SERVICES INCLUDED TECHNICAL ASSISTANCE ON FUNDRAISING, FINANCIAL MANAGEMENT, BOARD DEVELOPMENT, PROGRAM DEVELOPMENT, POLICY DEVELOPMENT/IMPLEMENTATION, AND EVALUATION TOOLS.VERFICATION DATES:2019 - 2/18*, 4/3*, 5/17, 6/13*, 7/15, 10/18*, 12/10** INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. | $169,440 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 2/18/19, 4/3/19, 6/13/19, 10/18/19, 12/10/19 | THE RUTH MOTT FOUNDATION COMPLETED ITS REVIEW OF THE FINAL REPORT ON DECEMBER 11, 2019. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)). |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| GENERAL | PART IX-A | THE RUTH MOTT FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED BY RUTH MOTT, A PHILANTHROPIST AND WIFE OF AUTOMOTIVE PIONEER CHARLES STEWART MOTT, TO EXTEND THE FOUNDER'S PHILANTHROPIC LEGACY IN HER CHOSEN COMMUNITY OF FLINT, MICHIGAN. THE FOUNDATION'S MISSION IS TO ADVOCATE, STIMULATE, AND SUPPORT COMMUNITY VITALITY THROUGH GRANTMAKING AND ITS OPERATION OF APPLEWOOD: THE CHARLES STEWART MOTT ESTATE ("APPLEWOOD"). AS A FOUNDATION ADMINISTERED PROGRAM, APPLEWOOD IS OPEN TO THE PUBLIC FREE OF CHARGE, AND IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE ESTATE'S BEAUTIFUL SURROUNDINGS WEAVE TOGETHER THE MOTT FAMILY'S PAST AND PRESENT DEDICATION TO SERVING THE NEEDS OF THE COMMUNITY. IN THAT TRADITION, THE RUTH MOTT FOUNDATION OFFERS ITS RESIDENT EXPERTISE IN GRANTMAKING, HORTICULTURE, HISTORY, AND OTHER AREAS TO BENEFIT THE COMMUNITY; PROVIDES PUBLIC GARDEN AND HOUSE TOURS; CONDUCTS WORKSHOPS, TRAININGS, FIELD TRIPS, PROGRAMS, AND CONVENINGS; AND HOSTS PUBLIC EVENTS. THE HOUSE AND GROUNDS HAVE BEEN TRANSFORMED INTO AN INTERACTIVE EXPERIENCE INCLUDING NUMEROUS EXHIBITS. THE ESTATE WAS OPEN REGULARLY THURSDAY-SUNDAY, MAY-OCTOBER. OVERALL, 42,850 VISITORS AND PARTICIPANTS WERE SERVED. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES. |
| PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,284,379 | PART IX-A | THE RUTH MOTT FOUNDATION PRESERVES AND MAINTAINS THE HISTORIC APPLEWOOD ESTATE AS A COMMUNITY RESOURCE AND PLACE WHERE IT DESIGNS, DELIVERS, AND SUPPORTS COMMUNITY PROGRAMS TO ENCOURAGE COMMUNITY VITALITY IN THE GREATER FLINT AREA. A STAFF OF HORTICULTURISTS WITH SEASONAL HELP SUPPORT THE DESIGN AND CONTINUOUS MAINTENANCE OF THE ESTATEFS EXTENSIVE GARDENS AND LANDSCAPE, WHICH PROVIDE BEAUTY AND A SITE FOR PUBLIC PROGRAMMING.DURING 2019, APPLEWOOD HORTICULTURE AND PROGRAM STAFF PRESENTED HANDS-ON SESSIONS ON A VARIETY OF TOPICS DESIGNED TO SHARE IN-HOUSE EXPERTISE, PROMOTE HEALTHY LIVING, AND ENGAGE RESIDENTS IN THEIR NEIGHBORHOODS. THE HORTICULTURAL STAFF PROVIDED TECHNICAL ASSISTANCE TO SEVERAL ORGANIZATIONS, INCLUDING POTTER ELEMENTARY, URBAN RENAISSANCE CENTER, GENESEE COUNTY LAND BANK, AND EASTSIDE FRANKLIN PARK. THEY FACILITATED AND ASSISTED WITH WORKSHOPS FOR COMMUNITY MEMBERS INCLUDING THE CENTER FOR COMMUNITY PROGRESS, NEIGHBORS CHANGING FLINT, AND OTHERS FOCUSING ON VACANT LAND REUSE IN NEIGHBORHOODS.THE 2019 FRUIT HARVEST INCLUDED PLUMS, TART CHERRIES, PEARS, PEACHES, APPLES, AND CRABAPPLES. APPLEWOOD'S DEMONSTRATION GARDEN PRODUCED A VARIETY OF HERBS AND VEGETABLES. IN TOTAL, 340 BUSHELS WERE HARVESTED. THE FRESH FRUIT AND VEGETABLES THAT WEREN'T USED FOR TASTINGS WERE PROCESSED FOR FUTURE PROGRAMMING OR DONATED TO LOCAL NONPROFITS PRIMARILY IN NORTH FLINT. |
| COLLECTIONS $489,480 | PART IX-A | HOUSE AND ESTATE TOURS, AND THE PRESERVATION AND CONSERVATION OF THE ESTATE'S HISTORICAL OBJECTS, CONTINUED IN 2019. THE COLLECTION CONTAINS OVER 350,000 ITEMS, INCLUDING THE APPLEWOOD HOUSE AND FARM, FINE AND DECORATIVE ARTS, FURNITURE AND FURNISHINGS, PHOTOGRAPHS, MEMORABILIA, AUDIO RECORDINGS, MOVING IMAGES, AND BOOKS. DURING 2019, CONTINUED EFFORTS WERE MADE TO INCREASE ACCESSIBILITY TO THE COLLECTIONS AND THE MOTT FAMILY LEGACY FOR INDIVIDUALS, FLINT, AND THE NATION'S HISTORIANS.HOUSE TOURS GAVE VISITORS ACCESS TO THE BASEMENT, FIRST FLOOR, AND SECOND FLOOR.APPLEWOOD'S COLLECTIONS COULD ALSO BE ACCESSED THROUGH TABLETS FEATURING A VIRTUAL TOUR MADE AVAILABLE TO VISITORS WITHOUT RESERVATIONS OR THOSE WITH MOBILITY CHALLENGES OR DISABILITIES THAT PREVENTED THEM FROM TOURING INSIDE THE HOUSE. THE TABLETS WERE ALSO FREQUENTLY USED DURING PROGRAMMING.MAINTENANCE ACTIVITIES ON APPLEWOOD COLLECTIONS INCLUDED ONGOING INVENTORIES AND DATABASE UPDATES, CATALOGING OF NEW DONATIONS, AND DIGITALLY PRESERVING COLLECTIONS TO ALLOW INCREASED ONLINE ACCESS TO SUPPORT FUTURE EXHIBITS AND MATERIALS.ACCESS TO THE COLLECTIONS WAS PROVIDED FOR VARIOUS EDUCATORS AND RESEARCHERS IN 2019. THE COLLECTIONS WERE ALSO USED TO WRITE A BIOGRAPHY ON THE LIFE OF CHARLES STEWART MOTT. THE BOOK WAS RELEASED IN 2019 AND WAS WRITTEN TO PROVIDE ACCESS AND INSIGHTS THAT CANNOT BE FOUND IN PUBLIC RECORDS. THE "SHARE YOUR STORY" INITIATIVE CONTINUES TO COLLECT PERSONAL STORIES THAT HIGHLIGHT THE COMMUNITY'S CONNECTIONS TO THE MOTT FAMILY, APPLEWOOD, AND FLINT. THE STORIES WILL HELP PRESERVE AND RECORD HISTORY, COMPILE FEEDBACK, AND SHARE ANECDOTES WITH THE COMMUNITY. ALL THE STORIES WILL BE ARCHIVED AT APPLEWOOD, AND A SELECTION WILL BE POSTED ONLINE AND/OR INCLUDED IN A FUTURE EXHIBIT. THE "APPLEWOOD ON THE ROAD" TRAILER INCLUDES A MOBILE RECORDING STUDIO THAT WAS USED TO CAPTURE STORIES.COLLECTIONS STAFF PROVIDED TECHNICAL ASSISTANCE TO SEVERAL ORGANIZATIONS INCLUDING THE URBAN RENAISSANCE CENTER TO DEVELOP A TRAVELING EXHIBIT FOR THEIR CENTENNIAL, AND JOY TABERNACLE CHURCH ON HISTORIC PRESERVATION. |
| APPLEWOOD EDUCATION & EVENTS $499,856 | PART IX-A | APPLEWOOD EDUCATION AND EVENTS EXTEND THE RICH HISTORY OF THE ESTATE AND THE FOUNDATION'S ORGANIZATIONAL EXPERTISE INTO THE GREATER FLINT COMMUNITY. ALL PROGRAMS WERE CONNECTED TO THE 2019 THEME, "SHARING THE LEGACY AND ALIGN WITH THE FOUNDATION'S STRATEGIC PLAN AROUND YOUTH, SAFETY, ECONOMIC OPPORTUNITY, AND NEIGHBORHOODS.SPECIAL EVENT PROGRAMMING INCLUDED FALL HARVEST FESTIVAL, SAVOR THE SUMMER, HALLOWEEN IN THE GARDENS, AND HOLIDAY WALK. ALL OF THESE ACTIVITIES WERE OFFERED FREE OF CHARGE TO THE GENERAL PUBLIC.APPLEWOOD STAFF HOSTED SEVERAL FIELD TRIPS INCLUDING ONE WITH THE SYLVESTER BROOME EMPOWERMENT VILLAGE FOR A DAY-LONG CAMP TO LEARN ABOUT APPLEWOOD'S HISTORY, GARDENING AND FARMING. OFFSITE, STAFF FACILITATED TRAINING SESSIONS FOR THE "PLAYING AND LEARNING TOGETHER" PROGRAM THROUGH THE FLINT CHILDREN'S MUSEUM. FOR THE FOURTH YEAR WE PARTICIPATED IN THE GREAT LAKES APPLE CRUNCH DAY PROVIDING APPLES TO OVER 1,700 STUDENTS FROM FLINT SCHOOLS AND THE FLINT INSTITUTE OF ARTS FOR REMOTE "CRUNCHING." WE ALSO HOSTED THE ENTIRE STUDENT BODY FROM THE FLINT CULTURAL CENTER ACADEMY TO "CRUNCH" ONSITE AS WELL AS TOUR THE ORCHARD. THE TASTE OF APPLEWOOD PROGRAM CONTINUED AND PROVIDED EVERY VISITOR AN OPPORTUNITY TO TASTE SOMETHING GROWN ON THE ESTATE.THE WEEKLY "STORYTIME AT APPLEWOOD" PROGRAM FOCUSED ON PARENT AND CHILD TOGETHER (PACT) TIME AND LITERACY. STORYTIME WAS DEVELOPED TO ADDRESS THE FOUNDATION'S STRATEGIC PLAN PROGRAM-LEVEL INDICATORS AND OUTCOMES IN THE YOUTH PRIORITY AREA. EACH FAMILY THAT PARTICIPATED IN STORYTIME RECEIVED A FREE COPY OF THE WEEK'S FEATURED BOOK. THE PROGRAM ALWAYS INCLUDES A QUALITY LEARNING ACTIVITY IN CONJUNCTION WITH THE STORY.STAFF CONVENED THE BROWNELL BOULEVARD NEIGHBORHOOD ASSOCIATION, FLINT KIDS READ, AND THE GENESEE INTERMEDIATE SCHOOL DISTRICT TO PLAN FOR AND SUPPORT "STORYTIME IN THE GARDEN" FOR A SECOND SUMMER TO BRING STORYTIME TO A NORTH FLINT NEIGHBORHOOD. THE MONTHLY "BRING YOUR LUNCH AND LEARN" SERIES FEATURED A YEAR-LONG THEME OF "SHARING THE LEGACY." HORTICULTURE, EDUCATION, AND COLLECTIONS DEPARTMENTS SHARED THEIR UNIQUE AREAS OF EXPERTISE AT TWO SESSIONS EACH. A SPECIAL BRING YOUR LUNCH AND LEARN WAS ADDED FOR THE LAUNCH OF THE C.S. MOTT BIOGRAPHY. |
| PRIVATE FOUNDATION - HIGHEST PAID EMPLOYEES | PART VIII, LINE 2 | BENEFIT PLAN EXP ACCT COMPENSATION CONTRIBUTIONS ALLOWANCESJOYCE BOBOLTS DIRECTOR OF FINANCE AND ADMIN $153,586 $35,939 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3CFLINT, MI 48502 RAQUEL ROBINSON VICE PRESIDENT OF PROGRAMS $134,583 $ 4,878 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3CFLINT, MI 48502 ELIZABETH JORDAN SENIOR PROGRAM OFFICER $132,069 $30,056 $0.0040 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 KRISTIN LONGLEY DIRECTOR OF COMMUNICATIONS $119,706 $16,745 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502TODD BAKOS DIRECTOR OF ESTATE OPERATIONS $118,177 $35,153 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 ----------- ---------- ----- $658,121 $122,771 0.00 =========== ========== ===== |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 168,626.146 SHS TEMPLETON GLOBAL BOND FD ADV CL | $1,799,241 | $1,799,241 |
| 664,583.913 SHS VANGUARD ADMIRAL HIGH YIELD CORPORATE FD | $3,960,920 | $3,960,920 |
| 7,000 SHS BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST | $689,010 | $689,010 |
| 392,186.858 SHS BLACKROCK TOTAL RETURN FUND | $4,678,789 | $4,678,789 |
| 526,642.505 SHS VANGUARD SHORT TERM CORPORATE | $5,650,874 | $5,650,874 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,850 SHS ABBOTT LABORATORIES | $594,991 | $594,991 |
| 8,400 SHS ABBVIE INC | $743,736 | $743,736 |
| 535 SHS ALPHABET INC | $715,306 | $715,306 |
| 3,065 SHS APPLE COMPUTER, INC. | $900,037 | $900,037 |
| 1,650 SHS BLACKROCK INC | $829,455 | $829,455 |
| 8,932 SHS BRISTOL-MYERS SQUIBB CO | $573,345 | $573,345 |
| 10,500 SHS CBOE GLOBAL MARKETS INC COM | $1,260,000 | $1,260,000 |
| 20,200 CISCO SYSTEMS INC | $968,792 | $968,792 |
| 4,050 SHS CME GROUP INC | $812,916 | $812,916 |
| 16,400 SHS COCA-COLA COMPANY (THE) | $907,740 | $907,740 |
| 5,850 SHS CVS HEALTH CORPORATION | $434,597 | $434,597 |
| 4,850 SHS SHS DISNEY (WALT) CO COM STK | $701,456 | $701,456 |
| 5,000 SHS FEDEX CORP | $756,050 | $756,050 |
| 3,700 SHS JOHNSON & JOHNSON | $539,719 | $539,719 |
| 5,800 SHS JPMORGAN CHASE & CO | $808,520 | $808,520 |
| 30,200 SHS KKR & CO INC CL A | $880,934 | $880,934 |
| 7,150 SHS LOWE'S COMPANIES, INC. | $856,284 | $856,284 |
| 8,850 SHS MONDELEZ INTL INC CL A | $487,458 | $487,458 |
| 15,100 SHS PAPA JOHNS INTL INC | $953,565 | $953,565 |
| 7,594,951 SHS MFO - D&D SMID CAP VALUE FUND | $12,238,813 | $12,238,813 |
| 1,528,526 SHS MFO - TOWLE FUND | $11,727,398 | $11,727,398 |
| 96,652 SHS MFO - WESTFIELD FUND A | $13,403,680 | $13,403,680 |
| 7,800 SHS PAYPAL HOLDINGS INC | $843,726 | $843,726 |
| 5,900 SHS PEPSICO, INC. | $806,353 | $806,353 |
| 7,350 SHS PFIZER INC | $287,973 | $287,973 |
| 7,450 SHS PHILIPS 66 | $830,005 | $830,005 |
| 9,800 SHS QUALCOMM INCORPORATED | $864,654 | $864,654 |
| 5,700 SHS SCHLUMBERGER LIMITED | $229,140 | $229,140 |
| 8,000 SHS SPDR S&P BIOTECH ETF | $760,880 | $760,880 |
| 12,900 SHS TARGA RESOURCES CORP | $526,707 | $526,707 |
| 7,100 SHS THE KRAFT HEINZ CO | $228,123 | $228,123 |
| 15,200 SHS TJX COS INC NEW | $928,112 | $928,112 |
| 19,386.000 SHS UNITED STATES SUGAR CORPORATION | $7,897,856 | $7,897,856 |
| 5,650 SHS UNITED TECHNOLOGIES CORPORATION | $846,144 | $846,144 |
| 2,750 SHS VAIL RESORTS INC | $659,533 | $659,533 |
| 54,900 SHS VANECK VECTORS GOLD MINERS ETF | $1,607,472 | $1,607,472 |
| 1,504,703.342 VANGUARD DEVELOPED MARKETS INDEX | $21,306,599 | $21,306,599 |
| 480,108.288 SHS VANGUARD EMERGING MARKETS STOCK INDEX | $13,491,042 | $13,491,042 |
| 347,129.902 SHS VANGUARD GLOBAL CAPITAL CYCLES FUND | $2,891,592 | $2,891,592 |
| 64,434.129 SHS VANGUARD ADMIRAL 500 INDEX FUND | $19,210,391 | $19,210,391 |
| 11,350 SHS VERIZON COMMUNICATIONS INC. | $696,890 | $696,890 |
| 14,200 SHS VIPER ENERGY PARTNERS | $350,172 | $350,172 |
| 5,300 SHS VISA INC CL A SHRS | $995,870 | $995,870 |
| 6,750 SHS WASTE MANAGEMENT INC. | $769,230 | $769,230 |
| 100,862.86 SHS VANGUARD SMALL CAP INDEX | $8,005,485 | $8,005,485 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7,800 SHS CROWN CASTLE INTL CORP | FMV | $1,108,770 | $1,108,770 |
| TACONIC CRE DISLOCATION FUND, LP | FMV | $1,441,965 | $1,441,965 |
| TACONIC CRE DISLOCATION FUND II, LP | FMV | $1,247,615 | $1,247,615 |
| 91,102.688 SHS VANGUARD GLOBAL EX-US REAL ESTATE INDEX | FMV | $3,253,277 | $3,253,277 |
| 30,756.510 SHS VANGUARD REIT INDEX FUND | FMV | $4,046,942 | $4,046,942 |
| 2,066 SHS ANAPLAN INC | FMV | $108,258 | $108,258 |
| 5,829 SHS ANRP (AIV II) L.P. | FMV | $22,761 | $22,761 |
| 139,442 SHS ANRP (EPE AIV) L.P. | FMV | $11,524 | $11,524 |
| 43,946.47 SHS ANRP APEX ENERGY | FMV | $83,874 | $83,874 |
| 42,031 SHS ANRP CAELUS | FMV | $36,386 | $36,386 |
| 1,800,000 SHS ANRP DEBT HOLDINGS AIV, L.P. | FMV | $25,323 | $25,323 |
| 38,089.88 SHS ANRP EXPRESS | FMV | $14,518 | $14,518 |
| 1,792,819.78 SHS ANRP INTERNATIONAL HOLDINGS LP | FMV | $348,585 | $348,585 |
| 18,818.99 SHS ANRP JUPITER RESOURCES | FMV | $22,526 | $22,526 |
| 8,874.36 SHS ANRP TALOS ENERGY | FMV | $7,634 | $7,634 |
| 114,207 SHS APOLLO NATURAL RESOURCE PARTNERS LP | FMV | $7,200 | $7,200 |
| 1,000,000 SHS ARBORETUM VENTURES III | FMV | $1,131,574 | $1,131,574 |
| 2,000,000 SHS ARBORETUM VENTURES IV | FMV | $1,583,540 | $1,583,540 |
| 156,905.409 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE | FMV | $5,571,240 | $5,571,240 |
| 46,869.769 SHS CATALYST/MILBURN STRATEGY FUND | FMV | $1,521,861 | $1,521,861 |
| 6,000,000 SHS CROSSLINK VENTURES V L.P. | FMV | $847,243 | $847,243 |
| 800,000 SHS CROSSLINK VI VENTURE FUND | FMV | $697,949 | $697,949 |
| DFJ GROWTH III LP | FMV | $1,500,934 | $1,500,934 |
| 2,000,000 SHS DRAPER FISHER JURVETSON GROWTH 2013 FUND LP | FMV | $3,402,075 | $3,402,075 |
| 5,000,000 SHS ELLIOTT INTERNATIONAL LIMITED | FMV | $6,428,425 | $6,428,425 |
| 1,034,292.183 GOLDMAN SACHS MLP ENERGY | FMV | $6,060,952 | $6,060,952 |
| 1,512.157 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS | FMV | $5,362,385 | $5,362,385 |
| IMPACT VENTURES III, LP | FMV | $282,738 | $282,738 |
| 29,100 NEXTERA ENERGY PARTNERS LP | FMV | $1,532,115 | $1,532,115 |
| 194,281.652 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND | FMV | $2,368,293 | $2,368,293 |
| 205,478 SHS PERSHING SQUARE HOLDINGS LTD | FMV | $3,936,958 | $3,936,958 |
| 2,200,000 SHS TGAP VENTURE CAPITAL FUND II, L.P. | FMV | $767,451 | $767,451 |
| 2,999,999 SHS TGAP VENTURE CAPITAL FUND, L.P. | FMV | $156,325 | $156,325 |
| TRP CAPITAL PARTNERS, LP | FMV | $1,963,897 | $1,963,897 |
| 649.531 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E | FMV | $5,105,364 | $5,105,364 |
| 77,347.044 SHS YORK CREDIT OPPTN - A/1 SERIES | FMV | $5,310,627 | $5,310,627 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,397 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,685 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ART | $702,500 | $252,500 | $252,500 |
| FRIENDLY FROG SCULPTURE USED AT APPLEWOOD | $84,551 | $84,551 | $84,551 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON CHARITABLE USE ASSETS | Desc |
| Amt | $450,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (49 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 401K PROCESSING FEES | $1,096 | $6 | $1,637 |
| BUSINESS MEALS | $2,157 | $0 | $2,049 |
| COMPUTER/INFORMATION TECHNOLOGY | $123,670 | $0 | $118,679 |
| DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART IX-A | $2,239,291 | $0 | $2,273,715 |
| EVENTS | $16,360 | $0 | $17,265 |
| FROM JV STMT: MFO D&D SMID CAP VALUE FUND - PORTFOLIO DEDUCTIONS | $56,872 | $56,872 | $0 |
| FROM JV STMT: MFO TOWLE FUND - PORTFOLIO DEDUCTIONS | $66,208 | $66,208 | $0 |
| FROM JV STMT: MFO WESTFIELD FUND A - PORTFOLIO DEDUCTIONS | $66,401 | $66,401 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - ALLOWABLE DEPLETION | $13,206 | $13,206 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - CHARITABLE DEDUCTION | $7 | $7 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - NONDEDUCTIBLE EXPENSES | -$20 | -$20 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - INTEREST | $3,894 | $3,894 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - ROYALTY DEDUCTIONS | $1 | $1 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - SEC. 59(E)(2) EXPENSE | $5,685 | $5,685 | $0 |
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP - PORTFOLIO DEDUCTIONS | $1 | $1 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - INVESTMENT INTEREST EXPENSE | $8 | $8 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - PORTFOLIO DEDUCTIONS | $13,898 | $13,898 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - INVESTMENT INTEREST | $8 | $8 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - OTHER PORTFOLIO DEDUCTIONS | $16,848 | $16,848 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - INVESTMENT INTEREST | $628 | $628 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - OTHER PORTFOLIO DEDUCTIONS | $28,557 | $28,557 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES V, L.P. - PORTFOLIO DEDUCTIONS | $12,510 | $12,510 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - INVESTMENT INTEREST | $876 | $876 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - PORTFOLIO DEDUCTIONS | $4,798 | $4,798 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - PORTFOLIO DEDUCTIONS | $48,878 | $48,878 | $0 |
| FROM SCH K-1: DFJ GROWTH III, L.P. - INVESTMENT INTEREST EXPENSE | $1,169 | $1,169 | $0 |
| FROM SCH K-1: DFJ GROWTH III, L.P. - PORTFOLIO DEDUCTIONS | $47,197 | $47,197 | $0 |
| FROM SCH K-1: IMPACT VENTURES III LP - PORTFOLIO DEDUCTIONS | $18,556 | $18,556 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - OTHER DEDUCTIONS | $0 | $55,114 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - INVESTMENT INTEREST EXPENSE | $0 | $0 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND II LP - OTHER DEDUCTIONS | $865 | $0 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND II LP - OTHER DEDUCTIONS | $0 | $35,120 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND II - INVESTMENT INTEREST EXPENSE | $0 | $946 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND - PORTFOLIO DEDUCTIONS | $1,292 | $1,292 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND II - PORTFOLIO DEDUCTIONS | $34,061 | $34,061 | $0 |
| FROM SCH K-1: TRP CAPITAL PARTNERS LP - PORTFOLIO DEDUCTIONS | $29,338 | $29,338 | $0 |
| INSURANCE | $14,634 | $0 | $26,907 |
| MARKETING & AWARENESS | $11,854 | $0 | $11,854 |
| MEMBERSHIP DUES | $5,747 | $0 | $5,747 |
| MISCELLANEOUS EXPENSE | $1,971 | $0 | $1,845 |
| MISCELLANEOUS INVESTMENT EXPENSE | $85 | $85 | $0 |
| OFFICE SUPPLIES | $3,931 | $0 | $3,767 |
| OTHER EMPLOYMENT EXPENSES | $577 | $0 | $715 |
| PAYROLL PROCESSING | $11,561 | $41 | $11,520 |
| POSTAGE | $3,114 | $0 | $3,022 |
| SMALL TOOLS, EQUIP AND FURNISHINGS | $842 | $0 | $842 |
| SUPPLIES | $5,920 | $0 | $5,870 |
| TELEPHONE | $11,979 | $0 | $11,735 |
| TRAINING | $3,021 | $0 | $2,862 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $85 | $85 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $1,075 | $1,075 |
| CS MOTT BIOGRAPHY BOOK SALES | $25,457 | $25,457 |
| MISCELLANEOUS INCOME | $58 | $58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS | Desc |
| Amt | $30,183,353 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $691,000 | $1,070,000 |
| GRANTEE LOAN GUARANTEES | $209,000 | $209,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt | Repayment TermsRepaymentTermsTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| GERALD & CHRISTINA KAHRS | ||||||||||
| UNRELATED PURCHASER ON LAND CONTRACT | $100,000 | $0 | 1998-01 | 2018-01 | 8.500000000000 | LAND & BUILDING MORTGAGE | MORTGAGE LOAN | N/A | $0 | |
| NJS HAGGERTY LLC 7 12112002 | ||||||||||
| UNRELATED THIRD PARTY BORROWER | $2,100,000 | $0 | 2002-12 | 2012-12 | 7.000000000000 | 8% PARTNERSHIP INTEREST IN HAGGERTY CORRIDOR PARTNERS LLC | $0 | QUARTERLY PYMTS OF $44,622 COMMENCING 3/11/03 AND PAYABLE IN FULL 12/11/12 | ||
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MFO MANAGEMENT FEE | $560,000 | $545,000 | $15,000 |
| COMMUNITY & GRANTEE DASHBOARD | $69,354 | $0 | $69,354 |
| GRANTS MANAGEMENT SYSTEM- SELECTION & IMPLEMENTATION | $4,125 | $0 | $5,975 |
| HUMAN RESOURCE CONSULTANTS | $18,490 | $0 | $18,490 |
| OTHER CONSULTING SERVICES | $9,438 | $0 | $9,438 |
| OTHER CONTRACTED SERVICES | $8,618 | $0 | $9,162 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $103,252 | $103,252 | $0 |
| PAYROLL TAXES | $112,544 | $492 | $112,164 |
| FROM JV STMT: MFO TOWLE FUND - FOREIGN TAXES WITHHELD | $13,037 | $13,037 | $0 |
| FROM JV STMT: MFO WESTFIELD FUND A - FOREIGN TAXES WITHHELD | $3,386 | $3,386 | $0 |
| FEDERAL EXCISE TAX | $86,000 | $0 | $0 |
| FEDERAL TAX CHANGE IN LIABILITY | $605,000 | $0 | $0 |
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