RUTH MOTT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUTH MOTT FOUNDATION (EIN 38-2876435)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101333
- 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
- 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 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 | 2018-11-15T09:48:37-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | 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 | 2018-11-15 | IPDt |
| IP Tm | 10:48:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EED5CC8A7532E262CBBAB6E1FBA6FAF7CB88A7E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A4F6EB0E49D5253072B0D73B5F077C75555EE9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $237,459,647 | 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 |
| Dividends Rev And Expnss | $4,065,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,983,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,293,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,618,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,326,245 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,363,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,309,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $270,423 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,704 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $267,719 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,149,158 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,146 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,131,356 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $263,018 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $788 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $265,787 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,173 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $672,064 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $545,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $127,089 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $828,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,390 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $97,327 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $292,167 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $132,538 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $133,263 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55,714 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $59,979 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,973 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,973 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,919,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $633,351 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,264,531 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,643,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,268,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,402,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,700,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,530,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,344,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,268,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,932,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,041,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,579 | CashBOYAmt |
| Cash EOY | $243,094 | CashEOYAmt |
| Cash EOYFMV | $243,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,130,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,682,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,682,771 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $461,629 | AcctRcvblAmt |
| Acct Rcvbl BOY | $256,054 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $461,629 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $461,629 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,217,546 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,319,104 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,217,546 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,217,546 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $52,111 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,898 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,898 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $136,097,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,026,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $151,026,096 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,004,116 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,030,422 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,030,422 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $51,883,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,067,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,067,530 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,478,377 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,586,767 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,077,690 | LandBOYAmt |
| Land EOY | $4,891,610 | LandEOYAmt |
| Land EOYFMV | $4,891,610 | LandEOYFMVAmt |
| Other Assets BOY | $787,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $787,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $787,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $215,758,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,459,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,459,647 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $80,604 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,300 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,863,825 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,121,111 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $862,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,396,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,806,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,628,811 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $212,951,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $234,830,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,951,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,830,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,758,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,459,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,951,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,860,203 | OtherIncreasesAmt |
| Subtotal | $234,830,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $234,830,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOBIAS WHITE NOMINEE | P | 2017-12-28 | 2017-12-31 | $2,603,547 | $2,235,032 | $368,515 | $368,515 |
| TOBIAS WHITE NOMINEE | P | 2016-12-29 | 2017-12-31 | $11,682,599 | $10,577,906 | $1,104,693 | $1,104,693 |
| VANGUARD 500 INDEX FUND ADM | P | 2016-04-13 | 1927-01-20 | $400,000 | $292,157 | $107,843 | $107,843 |
| VANGUARD HIGH-YIELD CORP FUND ADM | P | 2016-04-13 | 2017-04-17 | $500,000 | $514,349 | -$14,349 | -$14,349 |
| VANGUARD 500 INDEX FUND ADM | P | 2016-04-13 | 2017-04-17 | $500,000 | $442,988 | $57,012 | $57,012 |
| VANGUARD 500 INDEX FUND ADM | P | 2016-04-13 | 2017-06-23 | $1,000,000 | $854,128 | $145,872 | $145,872 |
| VANGUARD 500 INDEX FUND ADM | P | 2016-04-13 | 2017-08-02 | $500,000 | $419,606 | $80,394 | $80,394 |
| VANGUARD 500 INDEX FUND ADM | P | 2016-04-13 | 2017-08-02 | $2,000,000 | $1,678,425 | $321,575 | $321,575 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND II | P | 2017-12-31 | -$20 | -$20 | |||
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND | P | 2017-12-31 | -$306 | -$306 | |||
| VANGUARD REIT INDEX FUND INSTL | P | 2014-01-29 | 2017-04-17 | $1,000,000 | $747,028 | $252,972 | $252,972 |
| MFO - TOWLE FUND | P | 2017-12-31 | $1,024,358 | $1,220,138 | -$195,780 | -$195,780 | |
| MFO - TOWLE FUND | P | 2017-12-31 | $5,893,991 | $3,003,708 | $2,890,283 | $2,890,283 | |
| MFO WESTFIELD A | P | 2017-12-31 | $1,792,201 | $1,732,844 | $59,357 | $59,357 | |
| MFO WESTFIELD A | P | 2017-12-31 | $2,996,747 | $2,582,272 | $414,475 | $414,475 | |
| MFO D&D SMID CAP VALUE FUND | P | 2017-12-31 | $841,762 | $940,563 | -$98,801 | -$98,801 | |
| MFO D&D SMID CAP VALUE FUND | P | 2017-12-31 | $2,656,839 | $2,381,888 | $274,951 | $274,951 | |
| 237,332.849 SHS DREYFUS TOTAL EMERGING MARKETS | P | 2012-08-01 | 2017-08-03 | $3,265,700 | $2,854,785 | $410,915 | $410,915 |
| 11,792.559 SHS DREYFUS TOTAL EMERGING MARKETS | P | 2013-01-15 | 2017-04-18 | $143,987 | $146,346 | -$2,359 | -$2,359 |
| 2,921.509 SHS DREYFUS TOTAL EMERGING MARKETS | P | 2012-12-26 | 2017-04-18 | $35,672 | $35,263 | $409 | $409 |
| 76,452.599 SHS DREYFUS TOTAL EMERGING MARKETS | P | 2012-08-01 | 2017-06-26 | $1,000,000 | $919,619 | $80,381 | $80,381 |
| 18,045.965 SHS DREYFUS TOTAL EMERGING MARKETS | P | 2012-08-01 | 2017-04-18 | $220,341 | $217,068 | $3,273 | $3,273 |
| 23707.917 SHS TEMPLETON INSTITUTIONAL FOREIGN EQUITY (TFEQX) | P | 2006-08-30 | 2017-06-26 | $500,000 | $594,357 | -$94,357 | -$94,357 |
| 20790.021 SHS TEMPLETON INSTITUTIONAL FOREIGN EQUITY (TFEQX) | P | 2016-08-30 | 2017-01-20 | $400,000 | $521,206 | -$121,206 | -$121,206 |
| 48828.125 SHS BLACKROCK FLOATING RATE INCOME PORTFOLIO (BFRIX) | P | 2014-04-10 | 2017-04-17 | $500,000 | $512,724 | -$12,724 | -$12,724 |
| ARCHIPELAGO HOLDINGS LTD-OFFSHORE | P | 2011-09-01 | 2017-06-30 | $1,300,000 | $865,867 | $434,133 | $434,133 |
| FROM SCH K-1: CROSSLINK VENTURES V, LP | P | 2017-12-31 | $221,576 | $221,576 | $221,576 | ||
| FROM SCH K-1: CROSSLINK VENTURES VI, LP | P | 2017-12-31 | $57,852 | $57,852 | $57,852 | ||
| FROM SCH K-1: ARBORETUM III LP | P | 2017-12-31 | $1,938 | $1,938 | $1,938 | ||
| FROM SCH K-1: ARBORETUM III LP | P | 2017-12-31 | $10,133 | $10,133 | $10,133 | ||
| FROM SCH K-1: APOLLO NATURAL RESOURCES PARTNERS LP | P | 2017-12-31 | $61 | $61 | $61 | ||
| FROM SCH K-1: APOLLO NATURAL RESOURCES PARTNERS LP | P | 2017-12-31 | $13,620 | $13,620 | $13,620 | ||
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS, LP | P | 2017-12-31 | $1,401 | -$1,401 | -$1,401 | ||
| FROM SCH K-1: ANRP (AIV II) LP | P | 2017-12-31 | $2,364 | $2,364 | $2,364 | ||
| FROM SCH K-1: ANRP DE HOLDINGS LP | P | 2017-12-31 | $1,483 | $1,483 | $1,483 | ||
| FROM SCH K-1: ANRP (EPE AIV) LP | P | 2017-12-31 | $32,663 | $32,663 | $32,663 | ||
| FROM SCH K-1: ANRP (EPE AIV) LP | P | 2017-12-31 | $29,526 | $29,526 | $29,526 | ||
| FROM SCH K-1: ANRP (EPE AIV) LP | P | 2017-12-31 | $60,022 | $60,022 | $60,022 | ||
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP | P | 2017-12-31 | $32,494 | $32,494 | $32,494 | ||
| CAPITAL GAINS DIVIDENDS | P | $396,763 | $396,763 | $396,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,326,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,414,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $197,760,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,689,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $213,223,075 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050134 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,466,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $221,027,246 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,606,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $207,106,920 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,894,598 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $192,014,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051530 | DistributionYr5Rt |
| Total Distribution | 0.248062 | TotalDistributionRt |
| Average Distribution | 0.049612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $217,341,802 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,782,761 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100,414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,883,175 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,038,903 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $200,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,942 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $115,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $260,942 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60,114 | OverpaymentAmt |
| Applied To ES Tax | $60,114 | 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 |
| Foreign Country | BD | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
| HARRIET KENWORTHY | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | VICE CHAIR | 2.50 | $0 | $0 | $0 |
| JOSEPH ROBINSON | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TREASURER | 5.00 | $0 | $0 | $0 |
| DOLORES ENNIS | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | SECRETARY | 2.50 | $0 | $0 | $0 |
| MELISSA PATTERSON | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE MOON | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 4.50 | $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 |
| SHANNON EASTER WHITE | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| CHARLES MEYNET | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| HANDY LINDSEY JR | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | PRESIDENT | 50.00 | $270,423 | $40,697 | $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 27 | 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 | $678,512 | CompensationAmt |
| Employee Benefits | $116,238 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 14 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 |
| NETSOURCE ONE | |||||
| 5454 HAMPTON PLACE | SAGINAW | MI | 48604 | COMPUTER CONSULTING, MONITORING & EQUIPMENT | $76,485 |
| OLMSTEAD ASSOCIATES | |||||
| 432 N SAGINAW STREET SUITE 901 | FLINT | MI | 48502 | COMMUNICATION & DESIGN CONSULTANTS | $61,889 |
| GRAND VALLEY STATE UNIVERSITY | |||||
| 201 FRONT AVENUE SW | GRAND RAPIDS | MI | 49504 | PHASE II COMMUNITY DASHBOARD, TRAINING /SEMINARS | $60,425 |
| 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 23 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 24 | Description2Txt |
| Expenses2 | $1,144,571 | Expenses2Amt |
| Description3 | 5OLLECTIONS - SEE STATEMENT 24 | Description3Txt |
| Expenses3 | $417,891 | Expenses3Amt |
| Description4 | APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 26 | Description4Txt |
| Expenses4 | $551,864 | 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 | $162,972,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,998,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $52,681,099 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $220,651,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $220,651,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,309,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $217,341,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,867,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,867,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200,828 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $852 | IncomeTaxAmt |
| Total Tax | $201,680 | TotalTaxAmt |
| Distributable Before Adj | $10,665,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $86,548 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,751,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,751,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,932,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $106,085 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,038,903 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,038,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,751,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,782,807 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,038,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,782,807 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,096 | 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 | $10,495,862 | 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, NEIGHBORHOODS OR THE FLINT WATER CRISIS. MORE SPECIFIC GUIDELINES CAN BE FOUND ON THE FOUNDATION'S WEBSITE - WWW.RUTHMOTTFOUNDATION.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $75,000 | |
| BAKER COLLEGE | ||||||||
| AR PROCESSING CENTER PO BOX 77000 | OWOSSO | MI | 48867 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $4,835 | |
| BEST BUY | ||||||||
| G3660 MILLER RD | FLINT | MI | 48507 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $989 | |
| BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY | ||||||||
| 410 EAST 2ND STREET | FLINT | MI | 48503 | NONE | PC | UNIFIED SISTERS: ARTISTIC EXPRESSIONS EXPERIENCE | $27,000 | |
| BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY | ||||||||
| 410 EAST 2ND STREET | FLINT | MI | 48503 | NONE | PC | OUT OF SCHOOL TIME MENTORING PROGRAM | $70,000 | |
| BOYS AND GIRLS CLUB OF GREATER FLINT | ||||||||
| 3701 N AVERILL AVE | FLINT | MI | 48506 | NONE | PC | BANGTOWN PRODUCTIONS - STUDIO ON THE GO EXPANSION PROJECT | $27,950 | |
| 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 LEADERSHIP AWARD | $25,000 | |
| CHARTER OAKS APARTMENTS | ||||||||
| PO BOX 556 | GRAND BLANC | MI | 48480 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $890 | |
| 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 | $175,250 | |
| CITY OF FLINT | ||||||||
| CITY HALL 1101 SOUTH SAGINAW STREET | FLINT | MI | 48502 | NONE | GOV | ENHANCED BLIGHT ELIMINATION EFFORTS | $156,604 | |
| COMMUNITY FOUNDATION OF GREATER FLINT | ||||||||
| 500 SOUTH SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD SMALL GRANTS PROGRAM | $75,000 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $64 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $156 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $7 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $84 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $120 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $133 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $155 | |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| ONE S HARBOR AVE SUITE 3 | GRAND HAVEN | MI | 49417 | NONE | PC | PHILANTHROPIC CAPACITY | $13,800 | |
| CPSA COURIER INC | ||||||||
| 109 WELCH BOULEVARD | FLINT | MI | 48503 | NONE | PC | GENERAL OPERATING SUPPORT | $51,690 | |
| CRIME STOPPERS OF FLINT AND GENESEE COUNTY | ||||||||
| 210 E FIFTH ST | FLINT | MI | 48502 | NONE | PC | NORTHEAST FLINT PROJECT | $80,040 | |
| DEDICATED BELIEVERS MINISTRIES | ||||||||
| 1509 WOODSLEA DRIVE | FLINT | MI | 48507 | NONE | PC | GENERAL OPERATING SUPPORT - YOUTH DEVELOPMENT & ART ENRICHMENT AFTERSCHOOL PROGRAM | $9,760 | |
| DELTA RESEARCH AND EDUCATIONAL FOUNDATION | ||||||||
| 1703 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | DELTA SIGMA THETA SORORITY, INC. - YOUTH EXPANSION PROJECT | $24,000 | |
| EASTSIDE COMPASSIONATE MISSION CENTERINC | ||||||||
| PO BOX 90238 | FLINT | MI | 48509 | NONE | PC | EMPOWERING THROUGH EMPLOYMENT | $20,805 | |
| EL BALLET FOLKLORICO ESTUDIANTIL | ||||||||
| 5211 E CARPENTER RD | FLINT | MI | 48506 | NONE | PC | MUSIC AND DANCE PROJECT FOR RICHFIELD PUBLIC SCHOOL ACADEMY | $14,500 | |
| EVERGREEN COMMUNITY DEVELOPMENT INITITATIVE | ||||||||
| PO BOX 310566 | FLINT | MI | 48531 | NONE | PC | FLINT DEVELOPMENT CENTER | $150,000 | |
| FAIR FOOD NETWORK | ||||||||
| 205 E WASHINGTON ST SUITE B | ANN ARBOR | MI | 48103 | NONE | PC | INNOVATING TECHNOLOGY AND EXPANDING GEOGRAPHIES FOR DOUBLE UP HEALTHY FOOD INCENTIVES | $80,000 | |
| FAITH FOUNDATION RESOURCES | ||||||||
| 4225 MILLER ROAD SUITE 205 | FLINT | MI | 48507 | NONE | PC | ANNUAL FUNDRAISER | $500 | |
| FAITH FOUNDATION RESOURCES | ||||||||
| 4225 MILLER ROAD SUITE 205 | FLINT | MI | 48507 | NONE | PC | HELPING YOUNG PEOPLE WITH EMPLOYMENT (HYPE) PROGRAM | $22,048 | |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | BIG RAPIDS | MI | 493072747 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,412 | FINANCIAL AID 1201 S STATE ST CSS 1 |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | BIG RAPIDS | MI | 493072747 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,588 | FINANCIAL AID 1201 S STATE ST CSS 1 |
| FLINT CHILDREN'S MUSEUM | ||||||||
| 1602 W UNIVERSITY AVE | FLINT | MI | 48504 | NONE | PC | PLAYING AND LEARNING TOGETHER | $8,253 | |
| FLINT CULTURAL CENTER CORPORATION | ||||||||
| 1310 E KEARSLEY ST | FLINT | MI | 48503 | NONE | PC | EDUCATION AND CULTURAL YOUTH ACTIVITIES | $33,162 | |
| FLINT DISTRICT LIBRARY | ||||||||
| DBA FLINT PUBLIC LIBRARY 1026 EAST | FLINT | MI | 48502 | NONE | GOV | GENERAL OPERATING SUPPORT | $100,000 | KEARSLEY STREET |
| FLINT POLICE FOUNDATION | ||||||||
| PO BOX 13503 | FLINT | MI | 48501 | NONE | PC | NORTH END COMMUNITY CRIME STRATEGY (NECCS) | $357,889 | |
| FLINT RIVER WATERSHED COALITION | ||||||||
| 1300 BLUFF STREET SUITE 114 | FLINT | MI | 48504 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FLOYD J MCCREE THEATRE | ||||||||
| G 2040 W CARPENTER RD | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING SUPPORT | $33,750 | |
| GEBRAEL MANAGEMENT LLC | ||||||||
| REAL ESTATE SERVICE 1019 CHURCH ST | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,500 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | FLINT HOMECOMING | $10,000 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | SUMMER YOUTH INITIATIVE | $75,000 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | NORTH FLINT GROCER INITIATIVE | $110,000 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | BROWNELL BOULEVARD COALITION GARDEN PROJECT | $10,000 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | TARGET NEIGHBORHOOD REPAIR | $75,000 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | URC - CIVIC PARK REVITALIZATION INITIATIVE | $184,000 | |
| GENESEE COUNTY LAND BANK AUTHORITY | ||||||||
| 452 S SAGINAW STREET SECOND FLOOR | FLINT | MI | 485021832 | NONE | GOV | CLEAN AND GREEN | $267,400 | |
| GENESEE COUNTY PARKS AND RECREATION COMMISSION | ||||||||
| 5045 STANLEY ROAD | FLINT | MI | 48506 | NONE | GOV | NORTH FLINT SAFETY AND NEIGHBORHOODS INITIATIVE | $336,127 | |
| GENESEE HEALTH SYSTEM | ||||||||
| 420 W 5TH AVENUE | FLINT | MI | 48503 | NONE | GOV | COMMUNITY SUPPORT AND RESILIENCY PROGRAM | $75,000 | |
| GREATER FLINT ARTS COUNCIL | ||||||||
| 816 SOUTH SAGINAW | FLINT | MI | 48502 | NONE | PC | SHOP FLOOR THEATRE COMPANY CREATIVE LEARNING PROGRAM | $53,190 | |
| 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 | |
| HASSELBRING SENIOR CENTER | ||||||||
| 1002 W HOME AVE | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING SUPPORT | $9,500 | |
| INSTITUTE OF RHYMES | ||||||||
| PO BOX 4074 | FLINT | MI | 48504 | NONE | PC | BUILDING MEN OF EXCELLENCE | $24,850 | |
| INVOLVEDDAD | ||||||||
| 709 SPELLMAN DR | FLINT | MI | 48503 | NONE | PC | IMPACT - FATHER ENGAGEMENT | $75,000 | |
| KENTAKEE ATHLETIC AND SOCIAL CLUBS | ||||||||
| 809 COLUMBIA DRIVE | FLINT | MI | 48503 | NONE | PC | BERSTON BICYCLE CLUB PROJECT | $44,656 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| MICHIGAN LISC 141 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | NONE | PC | FLINT LISC - GENERAL OPERATING SUPPORT | $75,000 | SUITE 501 |
| MADE INSTITUTE | ||||||||
| PO BOX 310246 | FLINT | MI | 48531 | NONE | PC | EPIK (EMPOWERING PEOPLE THROUGH INNOVATION AND KNOWLEDGE) | $55,000 | |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | NONE | PC | RMF DONOR ADVISED FUND | $200,000 | |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD ACTION COUNCIL - ART PLACE AMERICA PLACEMAKING FUND GRANTWRITER | $5,000 | SAGINAW ST SUITE 804 |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD ENGAGEMENT HUB - NEIGHBORHOOD DEVELOPMENT GENERAL OPERATING SUPPORT | $81,506 | SAGINAW ST SUITE 804 |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NORTH FLINT NEIGHBORHOOD ACTION COUNCIL | $80,000 | SAGINAW ST SUITE 804 |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | THE MOTHERS OF JOY UNIVERSITY PROJECT | $10,000 | SAGINAW ST SUITE 804 |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | THE NYANSAPO PROJECT | $50,600 | SAGINAW ST SUITE 804 |
| MICHIGAN LEAGUE FOR PUBLIC POLICY | ||||||||
| 1223 TURNER STREET SUITE G-1 | LANSING | MI | 48906 | NONE | PC | EMPOWERING NORTH FLINT RESIDENTS | $40,000 | |
| MICHIGAN ORGANIZING PROJECT | ||||||||
| DBA MICHIGAN UNITED 4405 WESSON ST | DETROIT | MI | 48210 | NONE | PC | NORTH FLINT COMMUNITY ORGANIZING PROJECT | $31,882 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 556 E | EAST LANSING | MI | 488241113 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | CIRCLE DR ROOM 252 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $30 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,006 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,456 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,645 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,528 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,630 | 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 | $304 | 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 | $365 | 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 | $850 | 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 | $895 | 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 | $1,057 | 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 | $1,545 | 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 | $3,454 | 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 | $406 | 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 | $434 | 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 | $588 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| STUDENT ADMIN SVCS CURTICE-MOTT | FLINT | MI | 48503 | NONE | PC | FLINT & GENESEE LITERACY GENERAL OPERATING SUPPORT | $72,500 | COMPLEX CM117K 1401 EAST COURT STRE |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $55 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $55 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $55 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PC | PHILANTHROPIC CAPACITY | $4,900 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW825 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC CAPACITY | $4,400 | |
| NEW LIFE TABERNACLE MINISTRIES | ||||||||
| 5149 BRAY RD | FLINT | MI | 48505 | NONE | PC | GOSPEL-FEST/HEALTH FAIR | $1,000 | |
| 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 | $44,400 | |
| PUERTO RICO COMMUNITY FOUNDATION INC | ||||||||
| 1719 AVE PONCE DE LEON | SAN JUAN | PR | 009091905 | NONE | PC | COMMUNITY RECOVERY FUND | $110,000 | |
| RE-CONNECTIONS INC | ||||||||
| PO BOX 51 | FENTON | MI | 48430 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ROCO MORRIS SQUARE LLC | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,041 | |
| ROCO MORRIS SQUARE LLC | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $3,000 | |
| ROCO MORRIS SQUARE LLC | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $3,327 | |
| SIPI INC | ||||||||
| 609 E 5TH AVENUE | FLINT | MI | 48503 | NONE | NC | ORGANIZATIONAL CAPACITY BUILDING FOR THREE NON-PROFITS - EXPENDITURE RESPONSIBILITY STATMENT REQUIRED | $250,075 | |
| SPECIALIZED EMPLOYMENT SERVICES INC | ||||||||
| DBA FLINT STRIVE 1108 LAPEER RD | FLINT | MI | 48503 | NONE | PC | NORTHSIDE IMPACT STRATEGIC PLAN | $120,065 | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | NONE | PC | SPHINX OVERTURE: MUSIC EDUCATION AND YOUTH DEVELOPMENT PROGRAM | $95,000 | |
| ST LUKE NEW LIFE CENTER INC | ||||||||
| 3115 LAWNDALE AVENUE | FLINT | MI | 48504 | NONE | PC | SOCIAL ENTERPRISE DEVELOPMENT | $110,000 | |
| ST LUKE NEW LIFE CENTER INC | ||||||||
| 3115 LAWNDALE AVENUE | FLINT | MI | 48504 | NONE | PC | SOCIAL ENTERPRISE EXPANSION | $48,000 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY OUTREACH | $95,156 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | TAPOLOGY GENERAL PROJECT SUPPORT | $30,000 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | TAPOLOGY GENERAL PROJECT SUPPORT | $125,000 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| WOLVERINE TOWER FIRST FLOOR 3003 | ANN ARBOR | MI | 481091274 | NONE | PC | NORTH FLINT UNEMPLOYMENT INSURANCE PROJECT | $40,000 | SOUTH STATE STREET |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | BROWNELL-HOLMES NEIGHBORHOOD AND LEADERSHIP NOW | $5,800 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FACT OUTREACH COORDINATOR | $10,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FLINT SOUP KITCHEN | $50,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FRIENDS OF BERSTON | $95,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | JACKSON PARK YOUTH RBI LEAGUE | $7,500 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | R.L. JONES COMMUNITY OUTREACH | $75,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | R.L. JONES COMMUNITY OUTREACH CENTER OF GREATER HOLY TEMPLE - FLINT WATER CRISIS SUPPORT | $5,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | RAISE IT UP! YOUTH ARTS AND AWARENESS | $30,750 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FWC BERSTON BOXING PROGRAM | $57,530 | |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,500 | 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 | $2,139 | 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 | $2,283 | 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 | $2,752 | 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 | $5,000 | PAVILION |
| WAYNE STATE UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL AID 42 | DETRIOT | MI | 482020340 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | W WARREN AVENUE |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | SAFE PLACES | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,530,121 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN DRUM AND DANCE PARENTS ASSOCIATION | ||||||||
| PO BOX 310108 | FLINT | MI | 48531 | NONE | PC | GENERAL OPERATING SUPPORT | $24,000 | |
| CENTRAL STATE UNIVERSITY | ||||||||
| 1400 BRUSH ROW RD PO BOX 1004 | WILBERFORCE | OH | 45324 | NONE | I | 2015-2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,050 | |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | YPSILANTI | MI | 48197 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,300 | HALL |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | YPSILANTI | MI | 48197 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,900 | HALL |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | YPSILANTI | MI | 48197 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 | HALL |
| EASTSIDE COMPASSIONATE MISSION CENTER INC | ||||||||
| PO BOX 90238 | FLINT | MI | 48509 | NONE | PC | EMPOWERING THROUGH EMPLOYMENT | $2,100 | |
| FAIR FOOD NETWORK | ||||||||
| 205 E WASHINGTON ST SUITE B | ANN ARBOR | MI | 48103 | NONE | PC | INNOVATING TECHNOLOGY AND EXPANDING GEOGRAPHIES FOR DOUBLE UP HEALTHY FOOD INCENTIVES | $80,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | BIG RAPIDS | MI | 49307 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | FINANCIAL AID 1201 S STATE ST CSS 1 |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | BIG RAPIDS | MI | 49307 | NONE | I | 2015-2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | FINANCIAL AID 1201 S STATE ST CSS 1 |
| FLINT POLICE FOUNDATION | ||||||||
| PO BOX 13503 | FLINT | MI | 48501 | NONE | PC | NORTH END COMMUNITY CRIME STRATEGY (NECCS) | $432,889 | |
| GENESEE HEALTH SYSTEM | ||||||||
| 420 W 5TH AVENUE | FLINT | MI | 48503 | NONE | GOV | COMMUNITY SUPPORT AND RESILIENCY PROGRAM | $75,000 | |
| GRAMBLING STATE UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE 403 MAIN | GRAMBLING | LA | 71245 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | STREET LEE HALL |
| INSTITUTE OF RHYMES | ||||||||
| PO BOX 4074 | FLINT | MI | 48504 | NONE | PC | BUILDING MEN OF EXCELLENCE | $150 | |
| METRO COMMUNITY DEVELOPMENT INC | ||||||||
| MOTT FOUNDATION BUILDING 503 S | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD ENGAGEMENT HUB - NEIGHBORHOOD DEVELOPMENT GENERAL OPERATING SUPPORT | $40,753 | SAGINAW ST SUITE 804 |
| MICHIGAN STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 556 E | EAST LANSING | MI | 48824 | NONE | I | 2014-2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $3,000 | CIRCLE DR ROOM 252 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2012 - 2018 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 | 2012 - 2018 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 | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,316 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2013 - 2019 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 | 2013 - 2019 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 | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $7,350 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $6,664 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,657 | 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 | $10,000 | 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 | $9,550 | 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 | $6,080 | 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 | $686 | 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 | $15,550 | 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 | $14,916 | 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 | $8,137 | 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 | $15,720 | EAST COURT STREET |
| MOTT COMMUNITY COLLEGE | ||||||||
| STUDENT ADMIN SVCS CURTICE-MOTT | FLINT | MI | 48503 | NONE | PC | FLINT & GENESEE LITERACY GENERAL OPERATING SUPPORT | $72,500 | COMPLEX CM117K 1401 EAST COURT STRE |
| ST LUKE NEW LIFE CENTER INC | ||||||||
| 3115 LAWNDALE AVENUE | FLINT | MI | 48504 | NONE | PC | SOCIAL ENTERPRISE DEVELOPMENT | $55,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FRIENDS OF BERSTON | $80,000 | |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,425 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $7,500 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $14,666 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $11,224 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,355 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $9,225 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,728 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,125 | PAVILION |
| WAYNE STATE UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL AID 42 | DETROIT | MI | 48202 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | W WARREN AVENUE |
| WAYNE STATE UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL AID 42 | DETROIT | MI | 48202 | NONE | I | 2014-2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $4,300 | W WARREN AVENUE |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID OFFICE 1903 | KALAMAZOO | MI | 49008 | NONE | I | 2015-2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $14,500 | WEST MICHIGAN AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,121,111 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $166,979 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,898,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,293,751 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $75 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $3,719 |
| MISCELLANEOUS INCOME | $40 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $166,979 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,192,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,834 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,363,223 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 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. |
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 | $246,965 | 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 | $28,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,500 | 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 | 2017-03-02 | $130,075 | TO PROVIDE THE FOLLOWING: CAPACITY BUILDING SERVICES THAT INCLUDED ORGANIZATIONAL ASSESSMENTS; CUSTOM DESIGNED DATA TRACKING TOOLS FOCUSED ON MEASURING OUTPUTS AND OUTCOMES; TRAINING, MATERIALS, AND TECHNICAL SUPPORT FOR ORGANIZATIONS ON USE OF THE TRACKING TOOLS/DATABASE; BOARD GOVERNANCE TRAINING AND POLICY DEVELOPMENT; AND EMBEDDED SERVICES TO ADD CAPACITY AS NEEDED FOR THREE 501(C)(3) ORGANIZATIONS (URBAN RENAISSANCE CENTER, NEIGHBORHOOD ENGAGEMENT HUB, AND EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE).THIS INVOLVES BUILDING A SOLID UNDERSTANDING OF THE STATE OF THE ORGANIZATIONS AND THEIR NEEDS, AND DEVELOPING TOOLS, PROCESSES, AND KNOWLEDGE TO BEGIN STRENGTHENING THE OPERATIONS.VERFICATION DATES:2017 - 1/13, 2/13, 5/18, 5/24, 6/21*, 7/27*, 8/1, 8/29, 9/22*, 11/29, 12/11** - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. | $130,075 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 6/21/17, 7/27/17, 9/22/17, 12/11/17 | THE RUTH MOTT FOUNDATION REVIEWED THE FINAL GRANT REPORT ON DECEMBER 12, 2017. 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 | 2017-10-26 | $120,000 | TO PROVIDE THE FOLLOWING: CAPACITY BUILDING SERVICES THAT INCLUDED ORGANIZATIONAL ASSESSMENTS; CUSTOM DESIGNED DATA TRACKING TOOLS FOCUSED ON MEASURING OUTPUTS AND OUTCOMES; TRAINING, MATERIALS, AND TECHNICAL SUPPORT FOR ORGANIZATIONS ON USE OF THE TRACKING TOOLS/DATABASE; BOARD GOVERNANCE TRAINING AND POLICY DEVELOPMENT; AND EMBEDDED SERVICES TO ADD CAPACITY AS NEEDED FOR THREE 501(C)(3) ORGANIZATIONS (URBAN RENAISSANCE CENTER, HISPANIC TECHNOLOGY & COMMUNITY CENTER, AND MADE INSTITUTE).THIS INVOLVES BUILDING A SOLID UNDERSTANDING OF THE STATE OF THE ORGANIZATIONS AND THEIR NEEDS, AND DEVELOPING TOOLS, PROCESSES, AND KNOWLEDGE TO BEGIN STRENGTHENING THE OPERATIONS.VERFICATION DATES:2017 - 12/21 2018 - 1/8, 1/11, 1/26, 2/14*, 2/23, 3/19, 3/21, 4/10, 6/5*, 7/12, 7/27*, 8/7, 9/6*, 9/13, 9/14, 9/18, 10/3, 10/22* INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. | $120,000 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 2/14/18, 6/5/18, 7/27/18, 9/6/18 | THE RUTH MOTT FOUNDATION WILL REVIEW THE FINAL GRANT REPORT WHICH IS DUE ON DECEMBER 15, 2018. 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, EDUCATIONAL 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, 33,870 VISITORS AND PARTICIPANTS WERE SERVED. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES. |
| PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,144,571 | 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 ESTATE'S EXTENSIVE GARDENS AND LANDSCAPE, WHICH PROVIDE BEAUTY AND A SITE FOR PUBLIC PROGRAMMING. DURING 2017, APPLEWOOD HORTICULTURE AND PROGRAM STAFF PRESENTED HANDS-ON SESSIONS ON A VARIETY OF TOPICS DESIGNED TO SHARE IN-HOUSE EXPERTISE, PROMOTE HEALTHY LIVING, AND TO ENGAGE CITIZENS IN THEIR NEIGHBORHOODS. THE HORTICULTURAL STAFF PROVIDED TECHNICAL ASSISTANCE TO A NUMBER OF ORGANIZATIONS, INCLUDING THE ADAMS AVENUE BLOCK GROUP, ASBURY CHURCH, MISSION OF HOPE GARDEN OF LOVE, BROWNELL STEM ACADEMY COURTYARD, EASTSIDE FRANKLIN PARK, FLINT DEVELOPMENT CENTER, THE HISPANIC TECHNOLOGY & COMMUNITY CENTER, AND THE KING AVENUE PLUS PEACE GARDEN. THE 2017 FRUIT HARVEST INCLUDED PLUMS, TART CHERRIES, PEARS, PEACHES, APPLES, AND CRABAPPLES. APPLEWOOD'S HONEY BEES PROVIDED 50 POUNDS OF HONEY, AND THE DEMONSTRATION GARDEN PRODUCED A VARIETY OF HERBS AND VEGETABLES. 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 $417,891 | PART IX-A | HOUSE AND ESTATE TOURS, AND THE PRESERVATION AND CONSERVATION OF THE ESTATE'S HISTORICAL OBJECTS, CONTINUED IN 2017. 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 2017, CONTINUED EFFORTS WERE MADE TO IMPLEMENT THE STRATEGIC PLAN GOAL OF INCREASING ACCESSIBILITY TO THE COLLECTIONS AND THE MOTT FAMILY LEGACY FOR INDIVIDUALS, FLINT, AND THE NATION'S HISTORIANS.A "BEHIND THE SCENES" HOUSE TOUR WAS ADDED TO GIVE VISITORS ACCESS TO THE BASEMENT, WHERE THE MOTT FAMILY PLAYED BILLIARDS AND BOWLED, AS WELL AS THE SECOND FLOOR, INCLUDING THE MASTER SUITE.APPLEWOOD'S COLLECTIONS COULD ALSO BE ACCESSED THROUGH A NEW RESOURCE: TABLETS THAT FEATURED A VIRTUAL TOUR AND WERE 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 EDUCATIONAL PROGRAMMING.MAINTENANCE ACTIVITIES ON APPLEWOOD COLLECTIONS INCLUDED ONGOING INVENTORIES AND DATABASE UPDATES, CATALOGING OF NEW DONATIONS FROM THE MOTT FAMILY AND OTHERS, AND DIGITALLY PRESERVING COLLECTIONS TO ALLOW INCREASED ONLINE ACCESS TO SUPPORT FUTURE EXHIBITS AND EDUCATIONAL MATERIALS.ACCESS TO THE COLLECTIONS WAS PROVIDED FOR VARIOUS EDUCATORS AND RESEARCHERS IN 2017. THE COLLECTIONS WERE ALSO USED TO BEGIN WRITING A BIOGRAPHY ON THE LIFE OF CHARLES STEWART MOTT. THE BOOK IS EXPECTED TO BE RELEASED IN 2019, AND IS BEING WRITTEN TO PROVIDE ACCESS AND INSIGHTS THAT CANNOT BE FOUND IN PUBLIC RECORDS. THE "SHARE YOUR STORY" INITIATIVE BEGAN 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 SOME WILL BE POSTED ONLINE AND/OR INCLUDED IN A FUTURE EXHIBIT. |
| APPLEWOOD EDUCATION & EVENTS $551,864 | 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. IN ADDITION TO GENERAL OPEN DAYS, THERE WERE SEVERAL DATES WHEN MORE PROGRAMMING TOOK PLACE, INCLUDING FALL HARVEST FESTIVAL, MOTHER'S DAY & FATHER'S DAY, SAVOR THE SUMMER, AND HOLIDAY WALK. ALL OF THESE ACTIVITIES WERE OFFERED FREE OF CHARGE TO THE GENERAL PUBLIC AND WERE DEVELOPED TO ALIGN WITH THE FOUNDATION'S STRATEGIC THEMES AROUND FAMILY, FOOD/FARM, AND FLINT HISTORY.THE NUMBER OF PROGRAMS AND PARTICIPANTS FOR ON- AND OFF-SITE EDUCATION PROGRAMS SAW A SIGNIFICANT INCREASE DURING 2017. EDUCATIONAL PROGRAMS VARIED BY REQUEST AND INCLUDED STEM/STEAM THEMES AS WELL AS FOOD/FARMING, HISTORY, LITERACY, YOUTH DEVELOPMENT, AND JOB TRAINING. THE TYPES OF GROUPS REQUESTING FIELD TRIPS ALSO VARIED AND INCLUDED SCHOOLS, COMMUNITY ORGANIZATIONS, AND GRANTEES.IN ADDITION TO REGULAR OPEN DAYS, APPLEWOOD HOSTED SEVERAL LARGE ONSITE COMMUNITY EVENTS, INCLUDING "BE A TOURIST IN YOUR HOME TOWN," "WET PAINT DAY, AND COMMUNITIES FIRST'S "MOVIES UNDER THE STARS." THE TASTE OF APPLEWOOD PROGRAM CONTINUED AND PROVIDED EVERY VISITOR AN OPPORTUNITY TO TASTE SOMETHING GROWN ON THE ESTATE. THE PROGRAM WAS EXPANDED IN 2017 TO FEATURE MORE FRESH FRUITS AND VEGETABLES. GUESTS ENJOYED FRESH PEACH AND TOMATO-BASED SALSAS, TEA, APPLESAUCE, SMOOTHIES, APPLE CIDER DONUTS, SOUPS, APPLE COOKIES, AND APPLE CAKE. THE WEEKLY "STORYTIME AT APPLEWOOD" PROGRAM BEGAN AND FOCUSED ON PARENT AND CHILD TOGETHER (PACT) TIME AND LITERACY. STORYTIME WAS DEVELOPED IN CONJUNCTION WITH THE FLINT & GENESEE LITERACY NETWORK TO ADDRESS THE FOUNDATION'S STRATEGIC PLAN PROGRAM-LEVEL INDICATORS AND OUTCOMES IN THE YOUTH PRIORITY AREA. EVERY FAMILY THAT PARTICIPATED IN STORYTIME RECEIVED A FREE COPY OF THE FEATURED BOOK EACH WEEK. THE PROGRAM ALWAYS INCLUDED A QUALITY EDUCATIONAL ACTIVITY IN CONJUNCTION WITH THE STORY.THE MONTHLY "BRING YOUR LUNCH AND LEARN" SERIES WAS REVAMPED AND FEATURED A YEAR-LONG THEME OF "THE ART OF STORYTELLING." GUEST PRESENTERS INCLUDED A LOCAL CHILDREN'S BOOK AUTHOR AND LOCAL STORYTELLERS. THROUGH THE SERIES, GUESTS WERE INTRODUCED TO THE ART OF INCLUSIVE STORYTELLING AND ENCOURAGED TO DISCOVER THEIR OWN VOICE. |
| PRIVATE FOUNDATION - HIGHEST PAID EMPLOYEES | PART VIII, LINE 2 | FIVE PART VIII, LINE 2, PRIVATE FOUNDATION - HIGHEST PAID EMPLOYEES------------------------------------------------------------------- BENEFIT PLAN EXP ACCT COMPENSATION CONTRIBUTIONS ALLOWANCES RAQUEL THUEME VICE PRESIDENT OF PROGRAMS $177,274 $25,736 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502JOYCE BOBOLTS DIRECTOR OF FINANCE AND ADMIN $142,921 $30,694 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3CFLINT, MI 48502 DEBORAH ELLIOTT DIRECTOR OF ESTATE OPERATIONS $131,212 $23,081 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502ELIZABETH JORDAN SENIOR PROGRAM OFFICER $115,965 $26,976 $0.0040 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 KRISTIN LONGLEY DIRECTOR OF COMMUNICATIONS $111,140 $9,751 $0.0040 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 ----------- ---------- ----- $678,512 $116,238 0.00 =========== ========== ===== |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 469835.914 SHS BLOCKROCK FLOATING RATE INCOME PORTFOLIO CL | $4,787,628 | $4,787,628 |
| 168,626.146 SHS TEMPLETON GLOBAL BOND FD ADV CL | $1,998,220 | $1,998,220 |
| 784858.827 SHS VANGUARD ADMIRAL HIGH YIELD CORPORATE FD | $4,646,364 | $4,646,364 |
| 526642.505 SHS VANGUARD INSTITUTIONAL SHORT-TERM INVESTMENT GR | $5,598,210 | $5,598,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13,550 SHS ABBOTT LABORATORIES | $773,299 | $773,299 |
| 8,400 SHS ABBVIE INC | $812,364 | $812,364 |
| 535 SHS ALPHABET INC/CA-CL C | $559,824 | $559,824 |
| 3,465 SHS. APPLE COMPUTER, INC. | $586,382 | $586,382 |
| 1,750 SHS BLACKROCK INC | $898,993 | $898,993 |
| 8,932 SHS BRISTOL-MYERS SQUIBB CO | $547,353 | $547,353 |
| 25,200 CISCO SYSTEMS INC | $965,160 | $965,160 |
| 6,250 SHS CME GROUP INC | $912,813 | $912,813 |
| 16,400 SHS COCA-COLA COMPANY (THE) | $752,432 | $752,432 |
| 3,350 COSTCO WHOLESALE CORP | $623,502 | $623,502 |
| 5,850 SHS CVS HEALTH CORPORATION | $424,125 | $424,125 |
| 4,850 SHS SHS DISNEY (WALT) CO COM STK | $521,424 | $521,424 |
| 8,000 SHS DOWDUPONT INC | $569,760 | $569,760 |
| 11,200 SHS DUNKIN' BRANDS GROUP INC | $722,064 | $722,064 |
| 945,037.573 SHS DREYFUS TOTAL EMERGING MARKETS CL I | $14,128,312 | $14,128,312 |
| 17,900 SHS GLAXOSMITHKLINE PLC ADR | $634,913 | $634,913 |
| 3,550 GOLDMAN SACHS GROUP INC | $904,398 | $904,398 |
| 3,700 SHS JOHNSON & JOHNSON | $516,964 | $516,964 |
| 5,800 SHS JPMORGAN CHASE & CO | $620,252 | $620,252 |
| 8,950 SHS LOWE'S COMPANIES, INC. | $831,813 | $831,813 |
| 17,650 SHS MONDELEZ INTL INC CL A | $755,420 | $755,420 |
| 8,616,762.09437 SHS MFO - D&D SMID CAP VALUE FUND | $11,904,330 | $11,904,330 |
| 1,324,986.7375408 SHS MFO - TOWLE FUND | $12,086,367 | $12,086,367 |
| 126,323.4610037 SHS MFO - WESTFIELD FUND A | $12,517,514 | $12,517,514 |
| 4,350 SHS NORFOLK SOUTHERN CORPORATION | $630,315 | $630,315 |
| 12,300 SHS PAYPAL HOLDINGS INC | $905,526 | $905,526 |
| 5,900 SHS PEPSICO, INC. | $707,528 | $707,528 |
| 7,350 SHS PFIZER INC | $266,217 | $266,217 |
| 8,550 SHS PHILIPS 66 | $864,833 | $864,833 |
| 20,150 SHS QUALCOMM INCORPORATED | $1,290,003 | $1,290,003 |
| 5,700 SHS SCHLUMBERGER LIMITED | $384,123 | $384,123 |
| 8,000 SHS SPDR S&P BIOTECH ETF | $678,960 | $678,960 |
| 3,750 SHS STANLEY BLACK AND DECKER, INC. | $636,338 | $636,338 |
| 9,700 SHS STARBUCKS CORP | $557,071 | $557,071 |
| 12,900 SHS TARGA RESOURCES CORP | $624,618 | $624,618 |
| 7,100 SHS THE KRAFT HEINZ CO | $552,096 | $552,096 |
| 8,100 SHS TJX COS INC NEW | $619,326 | $619,326 |
| 425,302.080 SHS TEMPLETON INSTL. FOREIGN EQUITY FUND | $9,352,393 | $9,352,393 |
| 19,386.000 SHS UNITED STATES SUGAR CORPORATION | $8,947,608 | $8,947,608 |
| 4,600 SHS UNITED PARCEL SVC CL B | $548,090 | $548,090 |
| 5,650 SHS UNITED TECHNOLOGIES CORPORATION | $720,771 | $720,771 |
| 20,700 SHS VANECK VECTORS GOLD MINERS ETF | $481,068 | $481,068 |
| 967,119.694 VANGUARD DEVELOPED MARKETS INDEX | $13,955,537 | $13,955,537 |
| 1108,961.624 SHS VANGUARD ADMIRAL 500 INDEX FUND | $26,893,908 | $26,893,908 |
| 11,350 SHS VERIZON COMMUNICATIONS INC. | $600,756 | $600,756 |
| 5,300 SHS VISA INC CL A SHRS | $604,306 | $604,306 |
| 6,750 SHS WASTE MANAGEMENT INC. | $582,525 | $582,525 |
| 7,800 SHS CROWN CASTLE INTL CORP | $865,878 | $865,878 |
| 281,322 SHS VANGUARD INSTITUTIONAL REIT INDEX FUND | $5,117,247 | $5,117,247 |
| 128,133.333 SHS VANGUARD SMALL CAP INDEX | $9,069,277 | $9,069,277 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TACONIC CRE DISLOCATION FUND, LP | FMV | $1,842,451 | $1,842,451 |
| 5,829 SHS ANRP (AIV II) L.P. | FMV | $22,296 | $22,296 |
| 139,442 SHS ANRP (EPE AIV) L.P. | FMV | $30,381 | $30,381 |
| 43,946.47 SHS ANRP APEX ENERGY | FMV | $196,243 | $196,243 |
| 42,031 SHS ANRP CAELUS | FMV | $60,551 | $60,551 |
| 1,800,000 SHS ANRP DEBT HOLDINGS AIV, L.P. | FMV | $28,753 | $28,753 |
| 81,637.87 SHS ANRP DOUBLE EAGLE ENERGY HOLDING LLC | FMV | $182,730 | $182,730 |
| 38,089.88 SHS ANRP EXPRESS | FMV | $42,349 | $42,349 |
| 1,792,819.78 SHS ANRP INTERNATIONAL HOLDINGS LP | FMV | $584,994 | $584,994 |
| 18,818.99 SHS ANRP JUPITER RESOURCES | FMV | $82,287 | $82,287 |
| 8,874.36 SHS ANRP TALOS ENERGY | FMV | $47,776 | $47,776 |
| 114,207 SHS APOLLO NATURAL RESOURCE PARTNERS LP | FMV | $28,600 | $28,600 |
| 1,000,000 SHS ARBORETUM VENTURES III | FMV | $835,708 | $835,708 |
| 2,000,000 SHS ARBORETUM VENTURES IV | FMV | $703,118 | $703,118 |
| 156,905.409 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE | FMV | $4,889,821 | $4,889,821 |
| 46,869.769 SHS CATALYST HEDGED FUTURES STRATEGY FUND CL I | FMV | $1,486,240 | $1,486,240 |
| 6,000,000 SHS CROSSLINK VENTURES V L.P. | FMV | $1,546,504 | $1,546,504 |
| 800,000 SHS CROSSLINK VI VENTURE FUND | FMV | $965,554 | $965,554 |
| DFJ GROWTH III LP | FMV | $318,996 | $318,996 |
| 2,000,000 SHS DRAPER FISHER JURVETSON GROWTH 2013 FUND LP | FMV | $2,608,718 | $2,608,718 |
| 5,000,000 SHS ELLIOTT INTERNATIONAL LIMITED | FMV | $5,879,579 | $5,879,579 |
| 897,305.882 GOLDMAN SACHS MLP ENERGY | FMV | $6,649,037 | $6,649,037 |
| 1,512.157 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS | FMV | $4,777,400 | $4,777,400 |
| IMPACT VENTURES III, LP | FMV | $156,509 | $156,509 |
| 10,500 NEXTERA ENERGY PARTNERS LP | FMV | $452,655 | $452,655 |
| 238,295.737 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND | FMV | $2,766,614 | $2,766,614 |
| 205,478 SHS PERSHING SQUARE HOLDINGS LTD | FMV | $2,808,884 | $2,808,884 |
| 2,200,000 SHS TGAP VENTURE CAPITAL FUND II, L.P. | FMV | $1,279,153 | $1,279,153 |
| 2,999,999 SHS TGAP VENTURE CAPITAL FUND, L.P. | FMV | $764,523 | $764,523 |
| TRP CAPITAL PARTNERS, LP | FMV | $1,093,247 | $1,093,247 |
| 649.531 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E | FMV | $5,688,670 | $5,688,670 |
| 27,650 SHS WILLIAMS COMPANIES DEL | FMV | $843,049 | $843,049 |
| 77,347.044 SHS YORK CREDIT OPPTN - A/1 SERIES | FMV | $6,404,140 | $6,404,140 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $23,165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,173 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ART | $702,500 | $702,500 | $702,500 |
| SCULPTURE USED AT APPLEWOOD | $84,551 | $84,551 | $84,551 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (51 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 401K PROCESSING FEES | $1,025 | $6 | $1,019 |
| BUSINESS MEALS | $2,485 | $0 | $2,485 |
| COMPUTER/INFORMATION TECHNOLOGY | $57,174 | $0 | $56,713 |
| DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART IX-A | $2,123,805 | $0 | $2,114,326 |
| EVENTS | $24,665 | $0 | $24,436 |
| FROM JV STMT: MFO D&D SMID CAP VALUE FUND - PORTFOLIO DEDUCTIONS | $69,481 | $69,481 | $0 |
| FROM JV STMT: MFO TOWLE FUND - PORTFOLIO DEDUCTIONS | $73,757 | $73,757 | $0 |
| FROM JV STMT: MFO WESTFIELD FUND A - PORTFOLIO DEDUCTIONS | $60,956 | $60,956 | $0 |
| FROM SCH K-1: ANRP (AIV II) LP - INVESTMENT INTEREST EXPENSE | $1,063 | $1,063 | $0 |
| FROM SCH K-1: ANRP (AIV II) LP - PORTFOLIO DEDUCTIONS | $27 | $27 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - ALLOWABLE DEPLETION | $28,370 | $7,062 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - CHARITABLE DEDUCTION | $81 | $81 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - NONDEDUCTIBLE EXPENSES | $243 | $243 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - SEC. 59(E)(2) EXPENSE | $68,448 | $68,448 | $0 |
| FROM SCH K-1: ANRP DE HOLDING SECTION 59(E)(2) EXPENDITURES | $29,004 | $29,004 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - ALLOWABLE DEPLETETION | $38,215 | $15,783 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - CHARITABLE CONTRIBUTIONS | $34 | $34 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - NONDEDUCTIBLE EXPENSES | $261 | $261 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - INVESTMENT INTEREST EXPENSE | $77 | $77 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - PORTFOLIO DEDUCTIONS | $17,014 | $17,014 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - NONDEDUCTIBLE EXPENSES | $12 | $12 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - PORTFOLIO DEDUCTIONS | $19,963 | $19,963 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - INVESTMENT INTEREST | $1,020 | $1,020 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - NONDEDUCTIBLE EXPENSES | $41,263 | $41,263 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES V, L.P. - PORTFOLIO DEDUCTIONS | $16,738 | $16,738 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - INVESTMENT INTEREST | $230 | $230 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - PORTFOLIO DEDUCTIONS | $9,367 | $9,367 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - INVESTMENT INTEREST EXPENSE | $72 | $72 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - NON DEDUCTIBLE EXPENSES | $47 | $47 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - PORTFOLIO DEDUCTIONS | $48,894 | $48,894 | $0 |
| FROM SCH K-1: DFJ GROWTH III, L.P. - INVESTMENT INTEREST EXPENSE | $639 | $639 | $0 |
| FROM SCH K-1: DFJ GROWTH III, L.P. - NON DEDUCTIBLE EXPENSES | $47 | $47 | $0 |
| FROM SCH K-1: DFJ GROWTH III, L.P. - PORTFOLIO DEDUCTIONS | $25,456 | $25,456 | $0 |
| FROM SCH K-1: IMPACT VENTURES III LP - PORTFOLIO DEDUCTIONS | $16,475 | $16,475 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - PORTFOLIO DEDUCTIONS | $0 | $41,313 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - INVESTMENT INTEREST EXPENSE | $0 | $24 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND - PORTFOLIO DEDUCTIONS | $1,653 | $1,653 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND II - PORTFOLIO DEDUCTIONS | $53,166 | $53,166 | $0 |
| FROM SCH K-1: TRP CAPITAL PARTNERS LP - PORTFOLIO DEDUCTIONS | $13,254 | $13,254 | $0 |
| INSURANCE | $12,972 | $0 | $2,756 |
| INVESTMENT MGMT - ADR FEES | $358 | $358 | $0 |
| MARKETING & AWARENESS | $13,430 | $0 | $13,430 |
| MEMBERSHIP DUES | $5,353 | $0 | $5,353 |
| MISCELLANEOUS EXPENSE | $212 | $0 | $360 |
| OFFICE SUPPLIES | $4,150 | $0 | $4,129 |
| PAYROLL PROCESSING | $10,200 | $63 | $10,137 |
| POSTAGE | $4,249 | $0 | $4,249 |
| SMALL TOOLS, EQUIP AND FURNISHINGS | $783 | $0 | $769 |
| SUPPLIES | $6,609 | $0 | $6,609 |
| TELEPHONE | $9,367 | $0 | $10,132 |
| TRAINING | $7,567 | $0 | $7,628 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $75 | $75 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $3,719 | $3,719 |
| MISCELLANEOUS INCOME | $40 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS | $21,816,463 |
| BOOK/TAX RECONCILING ITEM - ANRP (EPE AIV) LP & ANRP DE HOLDINGS DEPLETION | $43,740 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $653,000 | $1,187,400 |
| 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 |
| OTHER CONSULTING SERVICES | $16,180 | $0 | $16,180 |
| BOARD DEVELOPMENT | $18,067 | $0 | $18,067 |
| HUMAN RESOURCE CONSULTANTS | $5,775 | $0 | $5,775 |
| OTHER CONTRACTED SERVICES | $12,042 | $0 | $12,067 |
| COMMUNITY DASHBOARD | $60,000 | $0 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $75,039 | $75,039 | $0 |
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP - FOREIGN TAXES | $118 | $118 | $0 |
| PAYROLL TAXES | $97,960 | $633 | $97,327 |
| FROM JV STMT: MFO TOWLE FUND - FOREIGN TAXES WITHHELD | $1,341 | $1,341 | $0 |
| FROM JV STMT: MFO D&D SMID CAP - FOREIGN TAXES WITHHELD | $2,259 | $2,259 | $0 |
| FEDERAL EXCISE TAX | $215,000 | $0 | $0 |
| CHANGE IN TAX LIABILITY (AUDIT) | $436,400 | $0 | $0 |
Comments