FIFTH THIRD CHARITABLE GIFT FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FIFTH THIRD CHARITABLE GIFT FUND (EIN 65-1259308)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-14
IRS object ID
201823189349306067
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T12:15:29-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 CAMBRIDGE CT STE 500AddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651259308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMERICA CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMEBusinessNameControlTxt
Phone8774051091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000-3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48275ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL GULLEDGEPersonNm
Person TitleTREASURER/CFOPersonTitleTxt
Phone8774051091PhoneNum
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE M HUISMANNPreparerPersonNm
PTINP00053811PTIN
Phone2483757100PhoneNum
Preparation2018-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.59.56.32IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-12IPDt
IP Tm14:30:10IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id737380BCD7AD51223FD12A91753DF01CE9F34789AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRACHEL GULLEDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000-3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48275ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,815,557GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2005FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO RECEIVE AND ADMINISTER FUNDS FOR DISTRIBUTIONS TO EXEMPT ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,491,255PYContributionsGrantsAmt
CY Contributions Grants$25,980,091CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,222,550PYInvestmentIncomeAmt
CY Investment Income$2,507,103CYInvestmentIncomeAmt
PY Other Revenue$249,758PYOtherRevenueAmt
CY Other Revenue$224,471CYOtherRevenueAmt
PY Total Revenue$8,963,563PYTotalRevenueAmt
CY Total Revenue$28,711,665CYTotalRevenueAmt
PY Grants And Similar Paid$18,073,905PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,760,672CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$811,461PYOtherExpensesAmt
CY Other Expenses$678,855CYOtherExpensesAmt
PY Total Expenses$18,885,366PYTotalExpensesAmt
CY Total Expenses$9,439,527CYTotalExpensesAmt
PY Revenues Less Expenses-$9,921,803PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,272,138CYRevenuesLessExpensesAmt
Total Assets BOY$34,163,397TotalAssetsBOYAmt
Total Assets EOY$53,265,692TotalAssetsEOYAmt
Total Liabilities BOY$591,512TotalLiabilitiesBOYAmt
Total Liabilities EOY$168,882TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,571,885NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,096,810NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE COMERICA CHARITABLE TRUST IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING AND ADMINISTERING FUNDS TO MAKE DISTRIBUTIONS TO ORGANIZATIONS WHICH QUALIFY AS EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE 501(C)(3). THE ORGANIZATION ENABLES DONORS TO CREATE A CHARITABLE ACCOUNT THAT CAN EITHER BE A DONOR ADVISED ACCOUNT, DONOR DESIGNATED ACCOUNT, OR CHARITABLE GIFT ANNUITY CONTRACT. GIFTS OR GRANTS MADE TO OTHER CHARITIES, WHICH QUALIFY AS TAX-EXEMPT ORGANIZATIONS, ARE DISBURSED FROM EACH ACCOUNT BY ADVISEMENT FROM THE DONOR, DESIGNATION OF SPECIFIC CHARITIES SELECTED BY THE DONOR, OR AT THE ORGANIZATION'S DISCRETION FOR THOSE CONTRIBUTIONS OVER WHICH IT HAS RETAINED VARIANCE POWER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$8,748,031ExpenseAmt
Grant$8,748,031GrantAmt
DescDISTRIBUTIONS TO QUALIFIED CHARITIESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,641ExpenseAmt
Grant$12,641GrantAmt
DescLOAN FORGIVENESS RELATED TO SCHOLARSHIPSDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,760,672TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRACHEL GULLEDGEPersonNm
Phone3132223018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 W LAFAYETTE MC 3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMERICA BANK AND TRUST NABusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hours Per Week0.00AverageHoursPerWeekRt
Average Hours Per Week Rltd Org0.00AverageHoursPerWeekRltdOrgRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMERICA BANK AND TRUST NABusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 W LAFAYETTE MC 3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENTServicesDesc
Compensation$256,204CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$25,980,091AllOtherContributionsAmt
Noncash Contributions$6,333,016NoncashContributionsAmt
Total Contributions$25,980,091TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$953,169TotalRevenueColumnAmt
Exclusion$953,169ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,657,826SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,103,892SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,553,934SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,553,934TotalRevenueColumnAmt
Exclusion$1,553,934ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER INCOME900099$134,920$134,920
ADMINISTRATIVE FEES561000$89,551$89,551
FieldValueIRS element (for citing)
Other Revenue Total$224,471OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,711,665TotalRevenueColumnAmt
Related Or Exempt Func Income$89,551RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,642,023ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,748,031TotalAmt
Program Services$8,748,031ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$12,641TotalAmt
Program Services$12,641ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,210TotalAmt
Management And General$61,210ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$71,883TotalAmt
Management And General$71,883ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$434,985TotalAmt
Management And General$434,985ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Management And General$100,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$10,777TotalAmt
Management And General$10,777ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,439,527TotalAmt
Program Services$8,760,672ProgramServicesAmt
Management And General$678,855ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,897,701BOYAmt
EOY$3,302,718EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$10,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,789,122BOYAmt
EOY$49,784,813EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$476,574BOYAmt
EOY$168,161EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,163,397BOYAmt
EOY$53,265,692EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$335BOYAmt
EOY$10,186EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$591,177BOYAmt
EOY$158,696EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$591,512BOYAmt
EOY$168,882EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,566,307BOYAmt
EOY$49,845,882EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,005,578BOYAmt
EOY$3,250,928EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,571,885BOYAmt
EOY$53,096,810EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,163,397BOYAmt
EOY$53,265,692EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$19,272,138ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$260,322NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$7,535OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,346,869CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,933,923CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,382,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,491,255CurrentTaxYearMinus1YearAmt
Current Tax Year$25,980,091CurrentTaxYearAmt
Total$64,135,015TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,346,869CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,933,923CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,382,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,491,255CurrentTaxYearMinus1YearAmt
Current Tax Year$25,980,091CurrentTaxYearAmt
Total$64,135,015TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$26,172,915SubstantialContributorsTotAmt
Public Support Total170$37,962,100PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$565,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$720,933CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$800,514CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$731,073CurrentTaxYearMinus1YearAmt
Current Tax Year$953,169CurrentTaxYearAmt
Total$3,771,031TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$526,228CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$780,462CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$319,276CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93CurrentTaxYearMinus1YearAmt
Current Tax Year$134,920CurrentTaxYearAmt
Total$1,760,979TotalAmt
FieldValueIRS element (for citing)
Total Support$69,667,025TotalSupportAmt
Gross Receipts Rltd Activities$339,216GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54490PublicSupportCY170Pct
Public Support PY1700.65130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held97DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$25,980,091DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$8,760,672DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$52,641,673DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDONOR DESIGNATED FUNDSDesc
Amt$158,696Amt
FieldValueIRS element (for citing)
Total Liability$158,696TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$28,943,088TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$260,322NetUnrealizedGainsInvstAmt
Revenue Not Reported$260,322RevenueNotReportedAmt
Revenue Subtotal$28,682,766RevenueSubtotalAmt
Other Revenues Not Included$28,899OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$28,899RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,711,665TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,418,163TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,418,163ExpensesSubtotalAmt
Other Expenses Not Included$21,364OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$21,364ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,439,527TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ASC GUIDANCE REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED UPON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS ULTIMATE SETTLEMENT. AT JUNE 30, 2018 AND 2017, THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRED ACCRUAL.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS 2,932. REALIZED GAIN RELATED TO RESTRICTED DONOR ADVISED FUNDS 25,967.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS FROM DONOR DESIGNATED FUNDS 21,364.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (121 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
10THOUSANDWINDOWS
2095 LAKESIDE CENTER WAYKNOXVILLETN37922272505761501(C)(3)$30,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
A CONTEMPORARY THEATRE INC
700 UNION STREETSEATTLEWA981012330910787792501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AGAPE INTERNATIONAL MISSIONS
151 N SUNRISE BLVDROSEVILLECA95661943100052501(C)(3)$40,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ALL SAINTS EPISCOPAL SCHOOL
2695 S SW LOOP 323TYLERTX75701751520564501(C)(3)$61,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ALVERNO COLLEGE
3400 S 43RD STMILWAUKEEWI53234390806263501(C)(3)$102,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMARA
5907 MARTIN LUTHER KING JR WAY SSEATTLEWA98118910577487501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN DANCE FESTIVAL INC
PO BOX 90772DURHAMNC27708060932294501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN ENDOWMENT FOUNDATION
5700 DARROW ROADHUDSONOH44236341747398501(C)(3)$116,002FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN FRIENDS OF MAGEN DAVID ADOM
6505 WILSHIRE BLVDLOS ANGELESCA90048131790719501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUENEW YORKNY10016562676533501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN FUND FOR CHARITIES
2 LIBERTY SQUARE STE 500BOSTONMA02109522109597501(C)(3)$2,157,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN GIFT FUND
4550 LINDEN HILL RDWILMINGTONDE19808516506426501(C)(3)$1,339,977FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001521623781501(C)(3)$75,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN MARTYRS SCHOOL
1701 LAUREL AVEMANHATTAN BEACHCA90266952276946501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AMERICAN NATIONAL RED CROSS
11355 OHIO AVELOS ANGELESCA90025530196605501(C)(3)$67,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ANCHOR MISSION MINISTRIES INC
207 NORTH SEBASTIANWEST HELENAAR72390474179588501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ANDEAN HEALTH AND DEVELOPMENT
1100 DELAPLAINE COURTMADISONWI53715391809174501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
AUBURN UNIVERSITY FOUNDATION
317 SOUTH COLLEGE STREETAUBURNAL368495170636022422501(C)(3)$100,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BETHLEHEM LUTHERAN CHURCH
4100 LYNDALE AVENUE SOUTHMINNEAPOLISMN55409411313109501(C)(3)$8,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BHARATIYA TEMPLE
6850 NORTH ADAMS RDTROYMI48098237437912501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
3150 N SAN FERNANDO RDLOS ANGELESCA90065951904857501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BOOK-IT REPERTORY THEATER
158 THOMAS STSEATTLEWA98109911514734501(C)(3)$40,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BOYS & GIRLS CLUBS OF METRO ATLANTA
1275 PEACHTREE ST NEATLANTAGA30309580566123501(C)(3)$15,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BRENHAM CHRISTIAN ACADEMY
2111 S BLUE BELL ROADBRENHAMTX77833300047117501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
BRENHAM FIRST BAPTIST CHURCH
304 MARKET STBRENHAMTX77833501(C)(3)$35,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
CAMPBELL HALL (EPISCOPAL)
4533 LAUREL CANYON BLVDNORTH HOLLYWOODCA91607951716787501(C)(3)$7,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
CHRIST EPISCOPAL CHURCH
118 N BOIS DARCTYLERTX75702750926758501(C)(3)$26,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
CHURCH OF THE HEAVENLY REST
2 EAST 90TH STNEW YORKNY10128501(C)(3)$35,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010953435919501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA (CAMERA)
PO BOX 35040BOSTONMA02135521332702501(C)(3)$85,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
DA BLODGETT - ST JOHN'S
2355 KNAPP ST NEGRAND RAPIDSMI49505381358163501(C)(3)$73,007FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
DEAF AND HARD OF HEARING SERVICES
3680 44TH ST SEKENTWOODMI49512820555112501(C)(3)$5,483FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
DUKE UNIVERSITY
PO BOX 90732DURHAMNC27708560532129501(C)(3)$19,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
EASTERN MICHIGAN UNIVERSITY FOUNDATION
PO BOX 972057YPSILANTIMI48197382953297501(C)(3)$50,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
EMERALD NECKLACE CONSERVANCY INC
125 THE FENWAYBOSTONMA02115043414988501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FAITH CHAPEL
517 SHILOBILLINGSMT59106810382894501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FEEDING AMERICA
35 E WACKER DRCHICAGOIL60601363673599501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053110303001501(C)(3)$104,517FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FOOD BANK OF NORTHWEST INDIANA INC
2248 W 35TH AVEGARYIN46408351528285501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FORSYTH DENTAL INFIRMARY FOR CHILDREN
245 FIRST STREET SUITE 1700CAMBRIDGEMA02142042104230501(C)(3)$35,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FOUNDATION FOR EXCELLENCE IN EDUCATION
14702 SYLVAN STREETVAN NUYSCA91411953901313501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FRANKLIN UNIVERSITY SWITZERLAND
405 LEXINGTON AVENEW YORKNY10174237075717501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE N SUITE J6-330SEATTLEWA98109237156071501(C)(3)$100,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FRIENDS OF THIRTEEN
825 EIGHTH AVENEW YORKNY10019133429208501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
GILMAN SCHOOL INC
5407 ROLAND AVEBALTIMOREMD21210520591604501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
GORE PLACE SOCIETY
52 GORE STWALTHAMMA02453042104254501(C)(3)$6,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
GRAND RAPIDS DOMINICAN SISTERS
2025 FULTON ST EGRAND RAPIDSMI49503381360581501(C)(3)$73,007FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
GUTHRIE THEATRE FOUNDATION
818 SOUTH 2ND STMINNEAPOLISMN55415410854160501(C)(3)$16,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HABITAT FOR HUMANITY INTERNATIONAL INC
215 N CHURCH STDURHAMNC27701911914868501(C)(3)$6,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HARRISON GREENBERG MEMORIAL FOUNDATION
330 S SEPULVEDA BLVDMANHATTAN BEACHCA90266474200738501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HERE I AM ORPHAN MINISTRIES
PO BOX 831BRENHAMTX778340831203479522501(C)(3)$50,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HOLY CROSS SCHOOL AT THE BUENAVENTURA MISSION
211 E MAIN STVENTURACA93001951816030501(C)(3)$9,974FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HOLY ROSARY CATHOLIC SCHOOL
1426 GEORGE STROSENBERGTX77471800269784501(C)(3)$150,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
HOSPICE OF MICHIGAN
2366 OAK VALLEYANN ARBORMI48103382255529501(C)(3)$73,007FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
JACKSON COLLEGE FOUNDATION
3000 BLAKE RDJACKSONMI49201382468643501(C)(3)$15,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
JACKSON COMMUNITY FOUNDATION
ONE JACKSON SQUARE SUITE 308JACKSONMI49201386070739501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
JEWISH BIG BROTHER & BIG SISTER ASSOCIATION OF GREATER BOSTON
333 NAHANTON STREETNEWTONMA02459042104354501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
JUST KEEP LIVIN FOUNDATION
1107 GLENDON AVENUELOS ANGELESCA90024203921057501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1875 CENTURY PARK EASTLOS ANGELESCA90067272007326501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MAGNIFICAT HIGH SCHOOL
20770 HILLIARD BLVDROCKY RIVEROH44116340808575501(C)(3)$42,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MAPLE SCHOOL DISTRICT
4751 S COUNTY RD FMAPLEWI54854501(C)(3)$33,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MARIN LINK INC
PO BOX 1447SONOMACA95476200879422501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MARYMOUNT MANHATTAN COLLEGE
221 EAST 71ST STREETNEW YORKNY10021131628206501(C)(3)$50,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MEL TROTTER MINISTRIES
225 COMMERCE AVENUE SWGRAND RAPIDSMI49503381410467501(C)(3)$36,503FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MENLO CHURCH
950 SANTA CRUZ AVEMENLO PARKCA94025941167435501(C)(3)$50,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MERCY HEALTH PARTNERS
1500 E SHERMAN BLVDMUSKEGONMI49444382589966501(C)(3)$125,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MICHIGAN WILDLIFE HABITAT FOUNDATION DBA MICHIGAN WILDLIFE CONSERVENCY
PO BOX 393BATHMI48808382303728501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403410693875501(C)(3)$6,600FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
MONTANA RESCUE MISSION
PO BOX 3232BILLINGSMT59103816013963501(C)(3)$7,821FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LANE RDJENKINTOWNPA19046237825578501(C)(3)$163,938FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
NEW ROADS SCHOOL
3131 OLYMPIC BLVDSANTA MONICACA90404954823489501(C)(3)$17,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
NEW YORK UNIVERSITY
14 EAST 78 STREETNEW YORKNY10075135562308501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION INC
1801 FAYETTEVILLE STREETDURHAMNC27707237410301501(C)(3)$6,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
OREGON SHAKESPEARE FESTIVAL ASSOCIATION
PO BOX 158ASHLANDOR975209901930407022501(C)(3)$12,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
OTSEGO COUNTY COMMUNITY FOUNDATION
316 W MAIN STGAYLORDMI49734383216235501(C)(3)$40,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
OUR SAVIOURS COMMUNITY SERVICES
2315 CHICAGO AVENUE SOUTHMINNEAPOLISMN55404200810105501(C)(3)$6,600FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
PAWS WITH A CAUSE
4646 SOUTH DIVISIONWAYLANDMI49348382370342501(C)(3)$5,483FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
PIGEON RIVER COUNTRY ASSOCIATION INC
PO BOX 122GAYLORDMI49734383442714501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
PORT RICHMOND HIGH SCHOOL
85 ST JOSEPHS AVESTATEN ISLANDNY10302136643607501(C)(3)$25,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE
500 EL CAMINO REALSANTA CLARACA950531400941156617501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
RIVKIN CENTER FOR OVARIAN CANCER
801 BROADWAY AVE SUITE 701SEATTLEWA98122912054035501(C)(3)$100,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SAINT MARTIN DE PORRES HIGH SCHOOL
6111 LAUSCHE AVENUECLEVELANDOH44103522401852501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SALVATION ARMY NATIONAL CORP
1215 FULTON ST EGRAND RAPIDSMI49503222406433501(C)(3)$73,007FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SAN DIEGO YOUTH SYMPHONY AND CONSERVATORY
1650 EL PRADOSAN DIEGOCA92101237380943501(C)(3)$19,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SCHWAB CHARITABLE FUND
211 MAIN STSAN FRANCISCOCA94105311640316501(C)(3)$134,461FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SEATTLE REPERATORY THEATRE
PO BOX 900923SEATTLEWA98109910756535501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SHARE INC
PO BOX 1342BEVERLY HILLSCA902131342956097401501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SHEILA KAR HEALTH FOUNDATION
150 N ROBERTSON BLVDBEVERLY HILLSCA90211204259640501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX752750402750800068501(C)(3)$27,050FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ST LAWRENCE UNIVERSITY
23 ROMONDA DRCANTONNY13617150532239501(C)(3)$6,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ST MARY'S FOUNDATION
200 JEFFERSON AVE SEGRAND RAPIDSMI49503381779602501(C)(3)$219,021FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ST MONICA CATHOLIC CHURCH
9933 MIDWAY RDDALLASTX75220752730857501(C)(3)$6,750FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
ST PIUS X CATHOLIC PARISH
3937 WILSON AVE SWGRANDVILLEMI49418501(C)(3)$182,517FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
STANFORD UNIVERSITY
326 GALVES STSTANFORDCA94305941156365501(C)(3)$625,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
STEPS TO SUCCESS INC
PO BOX 470421BROOKLINE VILLAGEMA02445471641692501(C)(3)$15,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TEMPLE BETH DAVID OF ORANGE COUNTY
6100 HEFLEY STWESTMINISTERCA92683952490786501(C)(3)$11,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TEN THOUSAND VILLAGES
704 MAIN STAKRONPA17501311690588501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TEXAS A & M FOUNDATION
401 GEORGE BUSH DRCOLLEGE STATIONTX77840742245072501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
THE CORPORATION OF SAINT MARY'S COLLEGE NOTRE DAME
110 LE MANS HALLNOTRE DAMEIN46556350868158501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
THE FOUNDATION FOR EXCELLENCE IN EDUCATION DBO CHILDREN'S COMMUNITY SCHOOL
14702 SYLVAN STVAN NUYSCA91411953901313501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
THE GREATER CINCINNATI FOUNDATION
200 WEST FOURTH STCINCINNATIOH452022775310669700501(C)(3)$41,317FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TREEHOUSE INC
5666 LINCOLN DR STE 201MINNEAPOLISMN55436363287099501(C)(3)$35,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL RDCLINTONNY13323150532200501(C)(3)$100,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3733 SPRUCE STPHILADELPHIAPA19104231352685501(C)(3)$50,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
TURNING POINT SCHOOL
8780 NATIONAL BOULEVARDCULVER CITYCA90232952668485501(C)(3)$15,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UC SANTA BARBARA FOUNDATION
UC SANTA BARBARAGOLETACA931062013237314834501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UCLA FOUNDATION
650 CHARLES E YOUNG DR S STE 17-135LOS ANGELESCA90095952250801501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSESCHS
UNITED WAY OF METROPOLITAN DALLAS INC
1800 N LAMAR STDALLASTX75202756005352501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UNIVERSITY OF COLORADO FOUNDATION
SCHOOL OF DENTAL MEDICINE FUNDDENVERCO802179155846049811501(C)(3)$7,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UNIVERSITY OF MICHIGAN
1000 OAKBROOK DRANN ARBORMI48104386006309501(C)(3)$70,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UNIVERSITY OF NOTRE DAME DU LAC
1100 GRACE HALLNOTRE DAMEIN46556350868188501(C)(3)$47,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
UNIVERSITY OF WASHINGTON FOUNDATION
4333 BROOKLYN AVE NESEATTLEWA98195943079432501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
VASSAR COLLEGE
161 COLLEGE AVEPOUGHKEEPSIENY12603141338587501(C)(3)$22,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
WALNUT WAY CONSERVATION CORP
1836 W FOND DU LAC AVEMILWAUKEEWI53205392007850501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
WASHINGTON HEBREW CONGREGATION
3935 MACOMB ST NWWASHINGTONDC20016530196646501(C)(3)$6,085FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108951684793501(C)(3)$20,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
WOMEN'S FUND OF THE BLUE RIDGE
PO BOX 1838BOONENC28607261346239501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
YALE UNIVERSITY
PO BOX 803NEW HAVENCT065030803060646973501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
YESHIVAS OHR V'DAAS
972 CHESNUT RIDGE ROADCHESNUT RIDGENY10977133897816501(C)(3)$10,800FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
YMCA OF THE ROCKIES
2515 TUNNEL RDESTES PARKCO80511840404913501(C)(3)$62,500FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY
1118 FIFTH AVESEATTLEWA98101910482890501(C)(3)$10,000FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org121Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeLOAN FORGIVENESS RELATED TO SCHOLARSHIPSGrantTypeTxt
Recipient15RecipientCnt
Non Cash Assistance$12,641NonCashAssistanceAmt
Valuation Method UsedVALUE OF SCHOLARSHIPValuationMethodUsedDesc
Non Cash AssistanceLOAN FORGIVENESSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEXEMPT STATUS OF PROSPECTIVE GRANT RECIPIENT IS VERIFIED BEFORE GRANTS ARE APPROVED.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMERICA BANK AND TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionINSTITUTIONAL TRUSTEERelationshipDescriptionTxt
Transaction$256,204TransactionAmt
TransactionINVESTMENT MANAGEMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$6,333,016NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationGIFTS OF PUBLICLY TRADED STOCKS ARE REPORTED BASED ON THE NUMBER OF DONORS MAKING SUCH GIFTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3DURING FYE 6/30/18, THE COMERICA CHARITABLE TRUST CEASED THE ISSUANCE AND ADMINISTRATION OF CHARITABLE GIFT ANNUITIES.
FORM 990, PART VI, SECTION B, LINE 11BTAX RETURN IS REVIEWED BY THE MANAGEMENT ADVISORY COUNCIL PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE MANAGEMENT ADVISORY COUNCIL ARE ASKED TO REPORT SUCH CONFLICTS, IF ANY, ON AN ANNUAL BASIS. IF A CONFLICT WAS DISCLOSED AND THAT CONFLICT WAS PERTINENT TO A VOTING MATTER, THAT COUNCIL MEMBER WOULD BE ASKED TO REFRAIN FROM VOTING. IF THE CONFLICT WAS NOT PERTINENT TO THE VOTING MATTER, THE COUNCIL MEMBER WOULD BE ALLOWED TO VOTE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:GRANTS FROM DONOR DESIGNATED FUNDS 21,364. CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS -2,932. REALIZED GAIN RELATED TO RESTRICTED DONOR ADVISED FUNDS -25,967.
FORM 990, PART XII, LINE 2C:THERE WERE NO CHANGES IN OVERSIGHT OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COMERICA LEGACY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 W LAFAYETTE MC 3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
EIN942833444EIN
Primary ActivitiesBENEFIT OR CARRY OUT THE PURPOSES OF THE COMERICA CHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1COMERICA CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMERICA LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$223,861InvolvedAmt
Method Of Amount DeterminationACTUALMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART II:FormAndLineReferenceDesc
ExplanationON SEPTEMBER 18, 2017, THE ORGANIZATION AND THE COMERICA LEGACY FOUNDATION ENTERED INTO A SEPARATION AGREEMENT WITH THE DECHOMAI FOUNDATION, INC., WHICH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PURSUANT TO THE SEPARATION AGREEMENT, THE COMERICA LEGACY FOUNDATION SEPARATED AS A SUPPORTING ORGANIZATION FROM THE ORGANIZATION TO BECOME A SUPPORTING ORGANIZATION OF THE DECHOMAI FOUNDATION. THE SEPARATION WAS EFFECTIVE AS OF OCTOBER 31, 2017.ExplanationTxt

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