FIFTH THIRD CHARITABLE GIFT FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FIFTH THIRD CHARITABLE GIFT FUND (EIN 65-1259308)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-18
- IRS object ID
- 201713529349300041
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-18T13:54:05-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 Cambridge Ct Ste 500 | AddressLine1Txt |
| City | Auburn Hills | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651259308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COME | BusinessNameControlTxt |
| Phone | 8774051091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000-3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48275 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL GULLEDGE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8774051091 | PhoneNum |
| Signature | 2017-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE M HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2017-12-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-12 | IPDt |
| IP Tm | 12:44:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AD0ACAA5E49810E4B438C1CE9EC3AC3C9D809DE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL GULLEDGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000-3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48275 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,482,303 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE AND ADMINISTER FUNDS FOR DISTRIBUTIONS TO EXEMPT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,382,877 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,491,255 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,222,550 | CYInvestmentIncomeAmt |
| PY Other Revenue | $319,276 | PYOtherRevenueAmt |
| CY Other Revenue | $249,758 | CYOtherRevenueAmt |
| PY Total Revenue | $5,823,430 | PYTotalRevenueAmt |
| CY Total Revenue | $8,963,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,005,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,073,905 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $717,908 | PYOtherExpensesAmt |
| CY Other Expenses | $811,461 | CYOtherExpensesAmt |
| PY Total Expenses | $7,723,208 | PYTotalExpensesAmt |
| CY Total Expenses | $18,885,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,899,778 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,921,803 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,634,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,163,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,941,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $591,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,693,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,571,885 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMERICA CHARITABLE TRUST IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING AND ADMINISTERING FUNDS TO MAKE DISTRIBUTIONS TO ORGANIZATIONS WHICH QUALIFY AS EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE 501(C)(3). THE ORGANIZATION ENABLES DONORS TO CREATE A CHARITABLE ACCOUNT THAT CAN EITHER BE A DONOR ADVISED ACCOUNT, DONOR DESIGNATED ACCOUNT, OR CHARITABLE GIFT ANNUITY CONTRACT. GIFTS OR GRANTS MADE TO OTHER CHARITIES, WHICH QUALIFY AS TAX-EXEMPT ORGANIZATIONS, ARE DISBURSED FROM EACH ACCOUNT BY ADVISEMENT FROM THE DONOR, DESIGNATION OF SPECIFIC CHARITIES SELECTED BY THE DONOR, OR AT THE ORGANIZATION'S DISCRETION FOR THOSE CONTRIBUTIONS OVER WHICH IT HAS RETAINED VARIANCE POWER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,073,905 | ExpenseAmt |
| Grant | $18,073,905 | GrantAmt |
| Desc | DISTRIBUTIONS TO QUALIFIED CHARITIES | Desc |
| Total Program Service Expenses | $18,073,905 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL GULLEDGE | PersonNm |
| Phone | 3132223018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 W LAFAYETTE MC 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK AND TRUST NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hours Per Week | 0.00 | AverageHoursPerWeekRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $0 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMERICA BANK AND TRUST NA | |||||
| 411 W LAFAYETTE MC 3420 | DETROIT | MI | 48226 | INVESTMENT MANAGEMENT | $324,502 |
| MAYER BROWN LLP | |||||
| 71 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | LEGAL FEES | $162,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,491,255 | AllOtherContributionsAmt |
| Noncash Contributions | $3,106,507 | NoncashContributionsAmt |
| Total Contributions | $6,491,255 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $731,073 | TotalRevenueColumnAmt |
| Exclusion | $731,073 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,010,217 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,518,740 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,491,477 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,491,477 | TotalRevenueColumnAmt |
| Exclusion | $1,491,477 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 561000 | $249,665 | $249,665 | |
| OTHER INCOME | 900099 | $93 | $93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $249,758 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,963,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $249,665 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,222,643 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,073,905 | TotalAmt |
| Program Services | $18,073,905 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,875 | TotalAmt |
| Management And General | $172,875 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,150 | TotalAmt |
| Management And General | $84,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,554 | TotalAmt |
| Management And General | $433,554 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| TAXES | $20,487 | $20,487 |
| MISCELLANEOUS | $395 | $395 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,885,366 | TotalAmt |
| Program Services | $18,073,905 | ProgramServicesAmt |
| Management And General | $811,461 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,290,245 | BOYAmt |
| EOY | $2,897,701 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,191 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,804,954 | BOYAmt |
| EOY | $30,789,122 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,597 | BOYAmt |
| EOY | $476,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,634,987 | BOYAmt |
| EOY | $34,163,397 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,086 | BOYAmt |
| EOY | $335 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,933,578 | BOYAmt |
| EOY | $591,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,941,664 | BOYAmt |
| EOY | $591,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,204,713 | BOYAmt |
| EOY | $32,566,307 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,610 | BOYAmt |
| EOY | $1,005,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,693,323 | BOYAmt |
| EOY | $33,571,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,634,987 | BOYAmt |
| EOY | $34,163,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,921,803 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,061,952 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,738,413 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,090,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,346,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,933,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,382,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,491,255 | CurrentTaxYearAmt |
| Total | $61,245,124 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,090,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,346,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,933,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,382,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,491,255 | CurrentTaxYearAmt |
| Total | $61,245,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,025,614 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,219,510 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $345,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $731,073 | CurrentTaxYearAmt |
| Total | $3,163,738 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $320,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $526,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93 | CurrentTaxYearAmt |
| Total | $1,946,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,355,065 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $249,665 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 90 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $6,491,255 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $18,073,905 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $33,147,931 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $428,169 |
| DONOR DESIGNATED FUNDS | $163,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $591,177 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,614,446 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,061,952 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,061,952 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,552,494 | RevenueSubtotalAmt |
| Other Revenues Not Included | $411,069 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $411,069 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,963,563 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,735,884 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,735,884 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,149,482 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,149,482 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,885,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | ASC guidance regarding accounting for uncertainty in income taxes clarifies the accounting for income taxes by prescribing the minimum recognition threshold income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based upon technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. At June 30, 2017 and 2016, there were no uncertain tax positions that required accrual. |
| Part XI, Line 4b - Other Adjustments: | CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS 6,788. REALIZED GAIN RELATED TO CHARITABLE GIFT ANNUITIES AND RESTRICTED DONOR ADVISED FUNDS 404,281. |
| Part XII, Line 4b - Other Adjustments: | GRANTS FROM DONOR DESIGNATED FUNDS 9,149,482. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (116 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Contemporary Theatre Inc | ||||||||
| 700 Union St | Seattle | WA | 98101 | 910787792 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Achievement Rewards for College Scientists Foundation Inc | ||||||||
| PO Box 29405 | San Francisco | CA | 94129 | 237335361 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Agrace Hospice Care Foundation Inc | ||||||||
| 5395 E Cheryl Pkwy | Madison | WI | 53711 | 300001703 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| All Saints Episcopal School | ||||||||
| 2695 S SW Loop 323 | Tyler | TX | 75701 | 751520564 | 501(C)(3) | $31,000 | for your organization's general charitable purposes | |
| Alverno College | ||||||||
| 3400 S 43rd St | Milwaukee | WI | 53234 | 390806263 | 501(C)(3) | $102,000 | for your organization's general charitable purposes | |
| Alzheimer's Association | ||||||||
| 2944 Fuller NE | Grand Rapids | MI | 49505 | 133039601 | 501(C)(3) | $20,250 | for your organization's general charitable purposes | |
| Amara | ||||||||
| 5907 Martin Luther King Jr Way S | Seattle | WA | 98118 | 910577487 | 501(C)(3) | $55,000 | for your organization's general charitable purposes | |
| American Civil Liberties Union of South Carolina | ||||||||
| PO Box 20998 | Charleston | SC | 294130998 | 271942832 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| American Dance Festival Inc | ||||||||
| PO Box 90772 | Durham | NC | 27708 | 060932294 | 501(C)(3) | $7,250 | for your organization's general charitable purposes | |
| American Friends of Magen David Adom | ||||||||
| 352 7th Avenue | New York | NY | 10001 | 131790719 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| American Friends of Yeshiva DMIR Inc | ||||||||
| 5227 Utrecht Avenue | Brooklyn | NY | 11219 | 132946608 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| American Friends of Yeshiva Tiferet | ||||||||
| 28 Park Ave | Monsey | NY | 10952 | 134004253 | 501(C)(3) | $18,000 | for your organization's general charitable purposes | |
| American Gift Fund | ||||||||
| RBC Trust Company | Wilmington | DE | 19808 | 516506426 | 501(C)(3) | $133,755 | for your organization's general charitable purposes | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | 521623781 | 501(C)(3) | $75,000 | for your organization's general charitable purposes | |
| Anderson Center for Interdisciplinary Studies Inc | ||||||||
| 163 Tower View Dr | Red Wing | MN | 55066 | 411792770 | 501(C)(3) | $40,000 | for your organization's general charitable purposes | |
| Auburn University Foundation | ||||||||
| Gift Processing | Auburn | AL | 368495170 | 636022422 | 501(C)(3) | $100,000 | for your organization's general charitable purposes | |
| Bedford-Stuyvesant YMCA | ||||||||
| 1121 Bedford Ave | Brooklyn | NY | 11216 | 131624228 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Bethlehem Lutheran Church of Minneapolis | ||||||||
| 4100 Lyndale Avenue South | Minneapolis | MN | 55409 | 410705832 | 501(C)(3) | $8,000 | for your organization's general charitable purposes | |
| Bhartiya Temple | ||||||||
| 6850 North Adams Rd | Troy | MI | 48098 | 237437912 | 501(C)(3) | $100,000 | for your organization's general charitable purposes | |
| Book-It Theatre | ||||||||
| 158 Thomas St | Seattle | WA | 98109 | 911514734 | 501(C)(3) | $30,000 | for your organization's general charitable purposes | |
| Boys & Girls Clubs of Metro Atlanta | ||||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | 580566123 | 501(C)(3) | $27,500 | for your organization's general charitable purposes | |
| Brenham First Baptist Church | ||||||||
| 304 Market St | Brenham | TX | 77833 | 501(C)(3) | $11,000 | for your organization's general charitable purposes | ||
| Cameroon Health and Education Fund | ||||||||
| PO Box 330 | Rapid City | SD | 57709 | 203407099 | 501(C)(3) | $50,000 | for your organization's general charitable purposes | |
| Charcot-Marie-Tooth Association | ||||||||
| PO Box 105 | Glenolden | PA | 19036 | 222480896 | 501(C)(3) | $50,000 | for your organization's general charitable purposes | |
| Charleston Symphony Orchestra | ||||||||
| 2133 North Hillside Dr | Charleston | SC | 29407 | 576000192 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| Christ Episcopal Church | ||||||||
| 118 N Bois DArc | Tyler | TX | 75702 | 501(C)(3) | $25,900 | for your organization's general charitable purposes | ||
| Church of the Highlands Inc | ||||||||
| 4700 Highlands Way | Birmingham | AL | 35210 | 631258442 | 501(C)(3) | $40,200 | for your organization's general charitable purposes | |
| Church of the Incarnation | ||||||||
| 3966 McKinney Ave | Dallas | TX | 75204 | 750808771 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| City of Red Wing | ||||||||
| 315 West 4th St | Red Wing | MN | 55066 | 416005482 | 501(C)(3) | $536,603 | for your organization's general charitable purposes | |
| College of Charleston Foundation | ||||||||
| c/o Yaschik-Arnold Jewish Studies | Charleston | SC | 29424 | 237069236 | 501(C)(3) | $5,500 | for your organization's general charitable purposes | Center |
| Community Foundation of Southeast Michigan | ||||||||
| 333 W Fort St | Detroit | MI | 48226 | 382530980 | 501(C)(3) | $14,879 | for your organization's general charitable purposes | |
| Detroit Zoological Society | ||||||||
| 9450 W 10 Mile Road | Royal Oak | MI | 480673001 | 386027356 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| Fidelity Investments Charitable Gift Fund | ||||||||
| 200 Seaport Blvd ZE7 | Boston | MA | 022102031 | 110303001 | 501(C)(3) | $626,499 | for your organization's general charitable purposes | |
| First Mennonite Church of Denver | ||||||||
| 430 W 9th Ave | Denver | CO | 80204 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | ||
| Focus HOPE | ||||||||
| 1355 Oakman Blvd | Detroit | MI | 48238 | 381948285 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Forsyth Dental Infirmary for Children | ||||||||
| 245 First Street Suite 1700 | Cambridge | MA | 02142 | 042104230 | 501(C)(3) | $50,000 | for your organization's general charitable purposes | |
| Free Bikes 4 Kidz | ||||||||
| 755 Dickey Lake Drive | Long Lake | MN | 55356 | 271199089 | 501(C)(3) | $65,000 | for your organization's general charitable purposes | |
| Friends of the TB Sheldon Memorial Auditorium Inc | ||||||||
| 443 W 3rd St | Red Wing | MN | 55066 | 363576032 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Friendship Place | ||||||||
| 3655 Calvert St NW | Washington | DC | 20007 | 521925494 | 501(C)(3) | $6,000 | for your organization's general charitable purposes | |
| Georges River Land Trust | ||||||||
| 8 North Main St | Rockland | ME | 04841 | 010424837 | 501(C)(3) | $15,000 | for your organization's general charitable purposes | |
| Gilman School Inc | ||||||||
| 5407 Roland Ave | Baltimore | MD | 21210 | 520591604 | 501(C)(3) | $12,000 | for your organization's general charitable purposes | |
| Global Media Outreach | ||||||||
| 7160 Dallas Parkway | Plano | TX | 75024 | 841720344 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| Global Teams International Inc | ||||||||
| 800 Tuskowilla | Winter Springs | FL | 32708 | 581488329 | 501(C)(3) | $15,000 | for your organization's general charitable purposes | |
| Gonzaga University | ||||||||
| 502 East Boone Ave | Spokane | WA | 99258 | 910236600 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Guthrie Theater Foundation | ||||||||
| 818 South 2nd Street | Minneapolis | MN | 55415 | 410854160 | 501(C)(3) | $16,000 | for your organization's general charitable purposes | |
| Healthy Smiles Healthy Children | ||||||||
| 211 East Chicago Ave | Chicago | IL | 60611 | 363542658 | 501(C)(3) | $13,500 | for your organization's general charitable purposes | |
| Here I Am Orphan Ministries Inc | ||||||||
| PO Box 831 | Brenham | TX | 778340831 | 203479522 | 501(C)(3) | $47,300 | for your organization's general charitable purposes | |
| Hope 4 Kids International-Arizona | ||||||||
| PO Box 74010 | Phoenix | AZ | 85087 | 471686704 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| Jackie Robinson Foundation | ||||||||
| 75 Varick St 2 | New York | NY | 10013 | 132896345 | 501(C)(3) | $15,000 | for your organization's general charitable purposes | |
| Jackson Community Foundation | ||||||||
| One Jackson Square | Jackson | MI | 49201 | 386070739 | 501(C)(3) | $1,302,906 | for your organization's general charitable purposes | |
| Jones Family Foundation | ||||||||
| 31021 Lakeview Ave | Red Wing | MN | 55066 | 453069865 | 501(C)(3) | $30,000 | for your organization's general charitable purposes | |
| Leader Dogs for the Blind | ||||||||
| 1039 S Rochester Road | Rochester Hills | MI | 48307 | 381366931 | 501(C)(3) | $1,304,371 | for your organization's general charitable purposes | |
| Maple School District | ||||||||
| PO Box 188 | Maple | WI | 54854 | GOVERNMENT | $44,000 | for your organization's general charitable purposes | ||
| Massachusetts Institute of Technology | ||||||||
| 600 Memorial Drive W98-300 | Cambridge | MA | 021394822 | 042103594 | 501(C)(3) | $13,000 | for your organization's general charitable purposes | |
| Mayo Clinic | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| Memorial Sloan Kettering Cancer Center | ||||||||
| 1275 York Ave | New York | NY | 10065 | 912154267 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| Mercy Health Partners | ||||||||
| 1500 E Sherman Blvd | Muskegon | MI | 49444 | 382589966 | 501(C)(3) | $125,000 | for your organization's general charitable purposes | |
| Mercy Home for Boys & Girls | ||||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | 362171726 | 501(C)(3) | $7,500 | for your organization's general charitable purposes | |
| Michigan Wildlife Conservancy | ||||||||
| PO Box 393 | Bath | MI | 48808 | 382303728 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| Minnesota Orchestral Association | ||||||||
| 1111 Nicollet Mall | Minneapolis | MN | 55403 | 410693875 | 501(C)(3) | $6,000 | for your organization's general charitable purposes | |
| Munson Healthcare Regional Foundation | ||||||||
| 1150 Medical Campus Dr | Traverse City | MI | 49684 | 382642724 | 501(C)(3) | $151,355 | for your organization's general charitable purposes | |
| Museum Associates (LACMA) | ||||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | 952264067 | 501(C)(3) | $9,400 | for your organization's general charitable purposes | |
| Muskegon Young Mens Christian Association | ||||||||
| 1115 3rd St | Muskegon | MI | 49441 | 382000172 | 501(C)(3) | $69,000 | for your organization's general charitable purposes | |
| Next Generation Men Inc | ||||||||
| 185 Montag Circle NE Unit 453 | Atlanta | GA | 303075539 | 471865064 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| North Carolina Community Foundation | ||||||||
| PO Box 7394 | Rocky Mount | NC | 27804 | 581661700 | 501(C)(3) | $74,444 | for your organization's general charitable purposes | |
| Ogemaw Hills Free Methodist Church | ||||||||
| PO Box 156 | West Branch | MI | 48661 | 382401885 | 501(C)(3) | $9,000 | for your organization's general charitable purposes | |
| Olivet College | ||||||||
| 320 S Main Street | Olivet | MI | 49076 | 381459365 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| Options for Children in Zambia | ||||||||
| 20 Dissance | Foxborough | MA | 02035 | 870763504 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| Oregon Shakespeare Festival Association | ||||||||
| PO Box 158 | Ashland | OR | 975209901 | 930407022 | 501(C)(3) | $16,000 | for your organization's general charitable purposes | |
| Otsego County Community Foundation | ||||||||
| 311 W Main St | Gaylord | MI | 49734 | 383216235 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| Partners Across Cultures | ||||||||
| C/O Grace Community Church | Arlington | TX | 76017 | 203655021 | 501(C)(3) | $30,000 | for your organization's general charitable purposes | |
| Peppermint Ridge | ||||||||
| 825 Magnolia Ave | Corona | CA | 92879 | 952409851 | 501(C)(3) | $7,500 | for your organization's general charitable purposes | |
| Planned Parenthood of Michigan | ||||||||
| 950 Victors Way Suite 100 | Ann Arbor | MI | 48108 | 381707521 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| Port Richmond High School | ||||||||
| 85 St Josephs Ave | Staten Island | NY | 10302 | 501(C)(3) | $50,000 | for your organization's general charitable purposes | ||
| Queen of All Saints Church | ||||||||
| 2390 Grant St | Concord | CA | 94520 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | ||
| Rav Moshe Feinstein Foundation Inc | ||||||||
| 653 Union Rd | Spring Valley | NY | 10977 | 264562329 | 501(C)(3) | $25,000 | for your organization's general charitable purposes | |
| Red Wing Family YMCA | ||||||||
| 434 Main Street | Red Wing | MN | 55066 | 410695614 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| Red Wing Marine Museum | ||||||||
| PO Box 162 | Red Wing | MN | 55066 | 452827019 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Saint Martin de Porres High School | ||||||||
| 6111 Lausche Avenue | Cleveland | OH | 44103 | 522401852 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| San Diego Youth Symphony and Conservatory | ||||||||
| 1650 El Prado | San Diego | CA | 92101 | 237380943 | 501(C)(3) | $18,000 | for your organization's general charitable purposes | |
| School for Reform in Islamic Thought | ||||||||
| 6081 Meridian Ave | San Jose | CA | 95120 | 451426595 | 501(C)(3) | $9,400 | for your organization's general charitable purposes | |
| Schwab Charitable Fund | ||||||||
| 1958 Summit Park Drive Suite 200 | Orlando | FL | 32810 | 311640316 | 501(C)(3) | $2,784,223 | for your organization's general charitable purposes | |
| Seattle Shakespeare Festival | ||||||||
| PO Box 19595 | Seattle | WA | 98109 | 911512717 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Sharefest Community Development Inc | ||||||||
| 638 S Beacon St | San Pedro | CA | 90731 | 205651596 | 501(C)(3) | $52,700 | for your organization's general charitable purposes | |
| St Barnabus Episcopal Church | ||||||||
| 417 Elton St | Brooklyn | NY | 11208 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | ||
| St John Hospital and Medical Center | ||||||||
| 22151 Moross Rd | Detriot | MI | 48236 | 381359063 | 501(C)(3) | $7,625 | for your organization's general charitable purposes | |
| St John the Baptist Catholic Church | ||||||||
| 5153 N Summit St | Toledo | OH | 43611 | 501(C)(3) | $9,872 | for your organization's general charitable purposes | ||
| St Leo the Great Catholic Church | ||||||||
| 88 Race St | San Jose | CA | 95126 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | ||
| St Paul & St Agnes | ||||||||
| 234 Congress St | Brooklyn | NY | 11201 | 501(C)(3) | $15,575 | for your organization's general charitable purposes | ||
| St Paul's Episcopal Church | ||||||||
| 309 S Jackson St | Jackson | MI | 49201 | 381358005 | 501(C)(3) | $15,000 | for your organization's general charitable purposes | |
| St Philips Church | ||||||||
| 265 Decatur St | Brooklyn | NY | 11233 | 111667622 | 501(C)(3) | $17,000 | for your organization's general charitable purposes | |
| Ten Thousand Villages | ||||||||
| 704 Main St | Akron | PA | 17501 | 311690588 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Texas A & M Foundation | ||||||||
| 401 George Bush Dr | College Station | TX | 77840 | 742245072 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| The Arc of Connecticut Inc | ||||||||
| 200 Research Pkwy | Meridian | CT | 06450 | 060735882 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| The Bridge Fund | ||||||||
| 23530 Peppermill Ct | Bonita Springs | FL | 34134 | 454745677 | 501(C)(3) | $15,000 | for your organization's general charitable purposes | |
| The Donaldson Adoption Institute Inc | ||||||||
| 120 East 38th St | New York | NY | 10016 | 133904148 | 501(C)(3) | $50,000 | for your organization's general charitable purposes | |
| The Drawing Center Inc | ||||||||
| 35 Wooster St | New York | NY | 10013 | 132887872 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| The Milken Institute | ||||||||
| 1250 Fouth Street | Santa Monica | CA | 90401 | 954240775 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| The Morgan Stanley Global Impact Funding Trust Inc | ||||||||
| 150 Clove Rd | Little Falls | NJ | 07424 | 527082731 | 501(C)(3) | $78,525 | for your organization's general charitable purposes | |
| The Seeing Eye Inc | ||||||||
| PO Box 375 | Morristown | NJ | 079630375 | 221539721 | 501(C)(3) | $1,304,121 | for your organization's general charitable purposes | |
| The TSTC Foundation | ||||||||
| 3801 Campus Dr | Waco | TX | 76705 | 752892470 | 501(C)(3) | $100,000 | for your organization's general charitable purposes | |
| Trinity Presbyterian Church | ||||||||
| 10101 W Ann Arbor Rd | Plymouth | MI | 48170 | 382319093 | 501(C)(3) | $6,103 | for your organization's general charitable purposes | |
| Trustees of the University of Pennsylvania | ||||||||
| 3420 Walnut Street | Philadelphia | PA | 19101 | 231352685 | 501(C)(3) | $45,000 | for your organization's general charitable purposes | |
| Turn 2 Foundation Inc | ||||||||
| 215 Park Avenue South | New York | NY | 10003 | 341847687 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| UCLA Foundation | ||||||||
| 10920 Wilshire Blvd | Los Angeles | CA | 90024 | 952250801 | 501(C)(3) | $18,000 | for your organization's general charitable purposes | |
| United Way of Greater Los Angeles | ||||||||
| 1150 S Olive St | Los Angeles | CA | 90015 | 952274801 | 501(C)(3) | $5,925 | for your organization's general charitable purposes | |
| University Club of Grand Rapids Scholarship Foundation | ||||||||
| 111 Lyon NW | Grand Rapids | MI | 49509 | 813324642 | 501(C)(3) | $131,376 | for your organization's general charitable purposes | |
| University of Notre Dame | ||||||||
| 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | 501(C)(3) | $25,500 | for your organization's general charitable purposes | |
| University of Virginia Darden School Foundation | ||||||||
| PO Box 7726 | Charlottesville | VA | 22906 | 546046419 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| University of Washington Foundation | ||||||||
| PO Box 359505 | Seattle | WA | 98195 | 943079432 | 501(C)(3) | $30,000 | for your organization's general charitable purposes | |
| University of Wisconsin Foundation | ||||||||
| 1848 University Avenue | Madison | WI | 53726 | 390743975 | 501(C)(3) | $14,000 | for your organization's general charitable purposes | |
| Vassar College | ||||||||
| 124 Raymond Avenue | Poughkeepsie | NY | 12604 | 141338587 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| Walnut Way Conservation Corp Charitable Org | ||||||||
| 2240 North 17th Street | Milwaukee | WI | 53205 | 392007850 | 501(C)(3) | $20,000 | for your organization's general charitable purposes | |
| Washington DC Jewish Community Center Inc | ||||||||
| 1529 Sixteenth St NW | Washington | DC | 20036 | 521398151 | 501(C)(3) | $27,000 | for your organization's general charitable purposes | |
| Yale University | ||||||||
| PO Box 803 | New Haven | CT | 065030803 | 060646973 | 501(C)(3) | $10,000 | for your organization's general charitable purposes | |
| YMCA of the Rockies | ||||||||
| 2515 Tunnel Rd | Estes Park | CO | 80511 | 840404913 | 501(C)(3) | $62,500 | for your organization's general charitable purposes | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 116 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | EXEMPT STATUS OF PROSPECTIVE GRANT RECIPIENT IS VERIFIED BEFORE GRANTS ARE APPROVED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK AND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INSTITUTIONAL TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $324,502 | TransactionAmt |
| Transaction | INVESTMENT MANAGEMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,106,507 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | GIFTS OF PUBLICLY TRADED STOCKS ARE REPORTED BASED ON THE NUMBER OF DONORS MAKING SUCH GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | TAX RETURN IS REVIEWED BY THE MANAGEMENT OVERSIGHT COMMITTEE PRIOR TO BEING FILED. |
| Form 990, Part VI, Section B, line 12c | MEMBERS OF THE MANAGEMENT OVERSIGHT COMMITTEE ARE ASKED TO REPORT SUCH CONFLICTS, IF ANY, ON AN ANNUAL BASIS. IF A CONFLICT WAS DISCLOSED AND THAT CONFLICT WAS PERTINENT TO A VOTING MATTER, THAT COMMITTEE MEMBER WOULD BE ASKED TO REFRAIN FROM VOTING. IF THE CONFLICT WAS NOT PERTINENT TO THE VOTING MATTER, THE COMMITTEE MEMBER WOULD BE ALLOWED TO VOTE. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, line 9: | GRANTS FROM DONOR DESIGNATED FUNDS 9,149,482. CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS -6,788. REALIZED GAIN RELATED TO CHARITABLE GIFT ANNUITIES AND RESTRICTED DONOR ADVISED FUND -404,281. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES IN OVERSIGHT OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA LEGACY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 W LAFAYETTE MC 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942833444 | EIN |
| Primary Activities | BENEFIT OR CARRY OUT THE PURPOSES OF THE COMERICA CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $249,665 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
Comments