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MGMT. & CONSULTING & ACCTG 560000 SMITH GROUP INC 500 GRISWOLD SUITE 1700 DETROIT MI 48226 APPLEWOOD MASTER PLAN 94364 GIVINGDATA LLC 45 PROSPECT STREET CAMBRIDGE MA 02139 GRANTS MANAGEMENT SYSTEM & SOFTWARE 64535 NETSOURCE ONE 5454 HAMPTON PLACE SAGINAW MI 48604 COMPUTER CONSULTING, MONITORING & EQUIP. 63116 TRUE IMPACT LLC 74 KENT STREET 10 BROOKLINE MA 02445 GRANTEE OUTCOME TRACKING SYSTEM & SW 55000 0 GENERAL INFORMATION - SEE STATEMENT 26 0 PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 27 1284379 COLLECTIONS - SEE STATEMENT 28 489480 APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 29 499856 0 158874332 7996381 56893860 223764573 0 0 223764573 3356469 220408104 11020405 11020405 82136 10676 92812 10927593 5866 10933459 0 10933459 10733741 0 156074 10889815 82136 10807679 10933459 10523856 0 0 10889815 10523856 0 0 365959 0 0 0 0 0 0 0 0 10567500 0 0 0 RUTH MOTT FOUNDATION 111 E COURT ST SUITE 3C FLINT MI 485021649 8102330170 POTENTIAL GRANTEES ARE ENCOURAGED TO GO TO WWW.RUTHMOTTFOUNDATION.ORG FOR INFORMATION ON THE RUTH MOTT FOUNDATION GRANT PROCESS AND GUIDELINES. BOARD APPROVES GRANTS 3 TIMES A YEAR (FEB/MARCH, JUNE & OCT). SEE WEBSITE FOR SPECIFIC DEADLINES. 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. 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CM1117K FLINT MI 485032089 NONE PC FLINT AND GENESEE LITERACY NETWORK OPERATING SUPPORT 126875 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 5000 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 795 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 2655 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 105 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 8138 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 10000 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 10000 MOTT COMMUNITY COLLEGE PRAHL COLLEGE CENTER PCCLL11 1401 EAST COURT STREET FLINT MI 48503 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 10000 NEIGHBORHOOD ENGAGEMENT HUB 3216 MARTIN LUTHER KING AVE FLINT MI 48505 NONE PC GENERAL OPERATING 105000 SIPI INC PO BOX 362 FLINT MI 48501 NONE NC NORTH FLINT CAPACITY BUILDING 70440 UNITED WAY OF GENESEE COUNTY 111 E COURT ST SUITE 3A FLINT MI 48502 NONE PC FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT 100000 UNIVERSITY OF MICHIGAN - FLINT OFFICE OF FINANCIAL AID 277 PAVILION FLINT MI 485021950 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 5000 UNIVERSITY OF MICHIGAN - FLINT OFFICE OF FINANCIAL AID 277 PAVILION FLINT MI 485021950 NONE I 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 5000 UNIVERSITY OF MICHIGAN - FLINT OFFICE OF FINANCIAL AID 277 PAVILION FLINT MI 485021950 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 107 UNIVERSITY OF MICHIGAN - FLINT OFFICE OF FINANCIAL AID 277 PAVILION FLINT MI 485021950 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 6959 UNIVERSITY OF MICHIGAN - FLINT OFFICE OF FINANCIAL AID 277 PAVILION FLINT MI 485021950 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 9225 WESTERN MICHIGAN UNIVERSITY STUDENT FINANCIAL AID OFFICE 1903 WEST MICHIGAN AVENUE KALAMAZOO MI 490085337 NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 10000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT 411 EAST THIRD STREET FLINT MI 48503 NONE PC SHOOTING FOR THE STARS-SUMMER ENGAGEMENT ACADEMY 15560 YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT 411 EAST THIRD STREET FLINT MI 48503 NONE PC HEART OF WORSHIP DANCE STUDIO 18750 1555109 14 57 900099 51836 14 5294366 18 3282214 "HUGS AROUND YOUR NECK" BOOK SALES 85 APPLEWOOD 100TH ANNIVERSARY BOOK SALES 1075 CS MOTT BIOGRAPHY BOOK SALES 25457 MISCELLANEOUS INCOME 58 51836 8576637 26675 8655148 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. 0 0 0 0 0 0 0 1 0 1b(6) 270384 SMALL BUSINESS ASSOCIATION OF MI (HEALTH INS PROVIDER) GROUP HEALTH INSURANCE 0 AUDIT FEE 30900 0 30900 SIPI INC 609 E 5TH AVENUE FLINT MI 48503 2019-10-29 140880 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. 70440 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 169440 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. 169440 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 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 =========== ========== ===== 168,626.146 SHS TEMPLETON GLOBAL BOND FD ADV CL 1799241 1799241 664,583.913 SHS VANGUARD ADMIRAL HIGH YIELD CORPORATE FD 3960920 3960920 7,000 SHS BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST 689010 689010 392,186.858 SHS BLACKROCK TOTAL RETURN FUND 4678789 4678789 526,642.505 SHS VANGUARD SHORT TERM CORPORATE 5650874 5650874 6,850 SHS ABBOTT LABORATORIES 594991 594991 8,400 SHS ABBVIE INC 743736 743736 535 SHS ALPHABET INC 715306 715306 3,065 SHS APPLE COMPUTER, INC. 900037 900037 1,650 SHS BLACKROCK INC 829455 829455 8,932 SHS BRISTOL-MYERS SQUIBB CO 573345 573345 10,500 SHS CBOE GLOBAL MARKETS INC COM 1260000 1260000 20,200 CISCO SYSTEMS INC 968792 968792 4,050 SHS CME GROUP INC 812916 812916 16,400 SHS COCA-COLA COMPANY (THE) 907740 907740 5,850 SHS CVS HEALTH CORPORATION 434597 434597 4,850 SHS SHS DISNEY (WALT) CO COM STK 701456 701456 5,000 SHS FEDEX CORP 756050 756050 3,700 SHS JOHNSON & JOHNSON 539719 539719 5,800 SHS JPMORGAN CHASE & CO 808520 808520 30,200 SHS KKR & CO INC CL A 880934 880934 7,150 SHS LOWE'S COMPANIES, INC. 856284 856284 8,850 SHS MONDELEZ INTL INC CL A 487458 487458 15,100 SHS PAPA JOHNS INTL INC 953565 953565 7,594,951 SHS MFO - D&D SMID CAP VALUE FUND 12238813 12238813 1,528,526 SHS MFO - TOWLE FUND 11727398 11727398 96,652 SHS MFO - WESTFIELD FUND A 13403680 13403680 7,800 SHS PAYPAL HOLDINGS INC 843726 843726 5,900 SHS PEPSICO, INC. 806353 806353 7,350 SHS PFIZER INC 287973 287973 7,450 SHS PHILIPS 66 830005 830005 9,800 SHS QUALCOMM INCORPORATED 864654 864654 5,700 SHS SCHLUMBERGER LIMITED 229140 229140 8,000 SHS SPDR S&P BIOTECH ETF 760880 760880 12,900 SHS TARGA RESOURCES CORP 526707 526707 7,100 SHS THE KRAFT HEINZ CO 228123 228123 15,200 SHS TJX COS INC NEW 928112 928112 19,386.000 SHS UNITED STATES SUGAR CORPORATION 7897856 7897856 5,650 SHS UNITED TECHNOLOGIES CORPORATION 846144 846144 2,750 SHS VAIL RESORTS INC 659533 659533 54,900 SHS VANECK VECTORS GOLD MINERS ETF 1607472 1607472 1,504,703.342 VANGUARD DEVELOPED MARKETS INDEX 21306599 21306599 480,108.288 SHS VANGUARD EMERGING MARKETS STOCK INDEX 13491042 13491042 347,129.902 SHS VANGUARD GLOBAL CAPITAL CYCLES FUND 2891592 2891592 64,434.129 SHS VANGUARD ADMIRAL 500 INDEX FUND 19210391 19210391 11,350 SHS VERIZON COMMUNICATIONS INC. 696890 696890 14,200 SHS VIPER ENERGY PARTNERS 350172 350172 5,300 SHS VISA INC CL A SHRS 995870 995870 6,750 SHS WASTE MANAGEMENT INC. 769230 769230 100,862.86 SHS VANGUARD SMALL CAP INDEX 8005485 8005485 7,800 SHS CROWN CASTLE INTL CORP FMV 1108770 1108770 TACONIC CRE DISLOCATION FUND, LP FMV 1441965 1441965 TACONIC CRE DISLOCATION FUND II, LP FMV 1247615 1247615 91,102.688 SHS VANGUARD GLOBAL EX-US REAL ESTATE INDEX FMV 3253277 3253277 30,756.510 SHS VANGUARD REIT INDEX FUND FMV 4046942 4046942 2,066 SHS ANAPLAN INC FMV 108258 108258 5,829 SHS ANRP (AIV II) L.P. FMV 22761 22761 139,442 SHS ANRP (EPE AIV) L.P. FMV 11524 11524 43,946.47 SHS ANRP APEX ENERGY FMV 83874 83874 42,031 SHS ANRP CAELUS FMV 36386 36386 1,800,000 SHS ANRP DEBT HOLDINGS AIV, L.P. FMV 25323 25323 38,089.88 SHS ANRP EXPRESS FMV 14518 14518 1,792,819.78 SHS ANRP INTERNATIONAL HOLDINGS LP FMV 348585 348585 18,818.99 SHS ANRP JUPITER RESOURCES FMV 22526 22526 8,874.36 SHS ANRP TALOS ENERGY FMV 7634 7634 114,207 SHS APOLLO NATURAL RESOURCE PARTNERS LP FMV 7200 7200 1,000,000 SHS ARBORETUM VENTURES III FMV 1131574 1131574 2,000,000 SHS ARBORETUM VENTURES IV FMV 1583540 1583540 156,905.409 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE FMV 5571240 5571240 46,869.769 SHS CATALYST/MILBURN STRATEGY FUND FMV 1521861 1521861 6,000,000 SHS CROSSLINK VENTURES V L.P. FMV 847243 847243 800,000 SHS CROSSLINK VI VENTURE FUND FMV 697949 697949 DFJ GROWTH III LP FMV 1500934 1500934 2,000,000 SHS DRAPER FISHER JURVETSON GROWTH 2013 FUND LP FMV 3402075 3402075 5,000,000 SHS ELLIOTT INTERNATIONAL LIMITED FMV 6428425 6428425 1,034,292.183 GOLDMAN SACHS MLP ENERGY FMV 6060952 6060952 1,512.157 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS FMV 5362385 5362385 IMPACT VENTURES III, LP FMV 282738 282738 29,100 NEXTERA ENERGY PARTNERS LP FMV 1532115 1532115 194,281.652 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND FMV 2368293 2368293 205,478 SHS PERSHING SQUARE HOLDINGS LTD FMV 3936958 3936958 2,200,000 SHS TGAP VENTURE CAPITAL FUND II, L.P. FMV 767451 767451 2,999,999 SHS TGAP VENTURE CAPITAL FUND, L.P. FMV 156325 156325 TRP CAPITAL PARTNERS, LP FMV 1963897 1963897 649.531 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E FMV 5105364 5105364 77,347.044 SHS YORK CREDIT OPPTN - A/1 SERIES FMV 5310627 5310627 LEGAL 3397 0 5685 FINE ART 702500 252500 252500 FRIENDLY FROG SCULPTURE USED AT APPLEWOOD 84551 84551 84551 INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON CHARITABLE USE ASSETS 450000 401K PROCESSING FEES 1096 6 1637 BUSINESS MEALS 2157 0 2049 COMPUTER/INFORMATION TECHNOLOGY 123670 0 118679 DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART IX-A 2239291 0 2273715 EVENTS 16360 0 17265 FROM JV STMT: MFO D&D SMID CAP VALUE FUND - PORTFOLIO DEDUCTIONS 56872 56872 0 FROM JV STMT: MFO TOWLE FUND - PORTFOLIO DEDUCTIONS 66208 66208 0 FROM JV STMT: MFO WESTFIELD FUND A - PORTFOLIO DEDUCTIONS 66401 66401 0 FROM SCH K-1: ANRP (EPE AIV) LP - ALLOWABLE DEPLETION 13206 13206 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 3894 3894 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 5685 5685 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 13898 13898 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 16848 16848 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 28557 28557 0 FROM SCH K-1: CROSSLINK VENTURES V, L.P. - PORTFOLIO DEDUCTIONS 12510 12510 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 4798 4798 0 FROM SCH K-1: DFJ GROWTH 2013, L.P. - PORTFOLIO DEDUCTIONS 48878 48878 0 FROM SCH K-1: DFJ GROWTH III, L.P. - INVESTMENT INTEREST EXPENSE 1169 1169 0 FROM SCH K-1: DFJ GROWTH III, L.P. - PORTFOLIO DEDUCTIONS 47197 47197 0 FROM SCH K-1: IMPACT VENTURES III LP - PORTFOLIO DEDUCTIONS 18556 18556 0 FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - OTHER DEDUCTIONS 0 55114 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 35120 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 1292 1292 0 FROM SCH K-1: TGAP VENTURE CAPITAL FUND II - PORTFOLIO DEDUCTIONS 34061 34061 0 FROM SCH K-1: TRP CAPITAL PARTNERS LP - PORTFOLIO DEDUCTIONS 29338 29338 0 INSURANCE 14634 0 26907 MARKETING & AWARENESS 11854 0 11854 MEMBERSHIP DUES 5747 0 5747 MISCELLANEOUS EXPENSE 1971 0 1845 MISCELLANEOUS INVESTMENT EXPENSE 85 85 0 OFFICE SUPPLIES 3931 0 3767 OTHER EMPLOYMENT EXPENSES 577 0 715 PAYROLL PROCESSING 11561 41 11520 POSTAGE 3114 0 3022 SMALL TOOLS, EQUIP AND FURNISHINGS 842 0 842 SUPPLIES 5920 0 5870 TELEPHONE 11979 0 11735 TRAINING 3021 0 2862 "HUGS AROUND YOUR NECK" BOOK SALES 85 85 APPLEWOOD 100TH ANNIVERSARY BOOK SALES 1075 1075 CS MOTT BIOGRAPHY BOOK SALES 25457 25457 MISCELLANEOUS INCOME 58 58 INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS 30183353 DEFERRED EXCISE TAX 691000 1070000 GRANTEE LOAN GUARANTEES 209000 209000 GERALD & CHRISTINA KAHRS UNRELATED PURCHASER ON LAND CONTRACT 100000 0 1998-01 2018-01 8.500000000000 LAND & BUILDING MORTGAGE MORTGAGE LOAN N/A 0 NJS HAGGERTY LLC 7 12112002 UNRELATED THIRD PARTY BORROWER 2100000 0 2002-12 2012-12 QUARTERLY PYMTS OF $44,622 COMMENCING 3/11/03 AND PAYABLE IN FULL 12/11/12 7.000000000000 8% PARTNERSHIP INTEREST IN HAGGERTY CORRIDOR PARTNERS LLC 0 MFO MANAGEMENT FEE 560000 545000 15000 COMMUNITY & GRANTEE DASHBOARD 69354 0 69354 GRANTS MANAGEMENT SYSTEM- SELECTION & IMPLEMENTATION 4125 0 5975 HUMAN RESOURCE CONSULTANTS 18490 0 18490 OTHER CONSULTING SERVICES 9438 0 9438 OTHER CONTRACTED SERVICES 8618 0 9162 FOREIGN TAXES WITHHELD 103252 103252 0 PAYROLL TAXES 112544 492 112164 FROM JV STMT: MFO TOWLE FUND - FOREIGN TAXES WITHHELD 13037 13037 0 FROM JV STMT: MFO WESTFIELD FUND A - FOREIGN TAXES WITHHELD 3386 3386 0 FEDERAL EXCISE TAX 86000 0 0 FEDERAL TAX CHANGE IN LIABILITY 605000 0 0