RUTH MOTT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUTH MOTT FOUNDATION (EIN 38-2876435)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349100623
- 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-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:20:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | HANDY L LINDSEY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8102300170 | PhoneNum |
| Signature | 2017-11-15 | 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 | 2017-11-15 | IPDt |
| IP Tm | 09:19:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EDE5951F8F28BC9993F6E21B0EB376DA210FFA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72CFE4B75CEBBCD838FA6F396E4431B6047CFFDD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $215,758,266 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,590 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,783,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,828,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,426,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,801,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,426,596 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,231,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,254,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $262,856 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,629 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $260,227 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $967,896 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,887 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $960,304 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,702 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $625 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $188,747 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,390 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,316 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $710,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $565,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $148,508 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $486,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68,310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $82,434 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $300,797 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $128,820 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $139,735 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $81,384 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $78,395 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,788 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,788 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,442,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $700,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,617,274 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,599,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,344,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,517,878 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,600,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,575,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,199,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,344,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,093,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,968,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,910,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,908 | CashBOYAmt |
| Cash EOY | $150,579 | CashEOYAmt |
| Cash EOYFMV | $150,579 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,472,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,130,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,130,301 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $256,054 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,984,762 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $256,054 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $256,054 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,319,104 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,436,531 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,319,104 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,319,104 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $52,111 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $52,111 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $122,414,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,097,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,097,871 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,946,892 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,004,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,004,116 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,164,511 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,883,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,883,389 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,372,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,294,601 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,018,304 | LandBOYAmt |
| Land EOY | $5,077,690 | LandEOYAmt |
| Land EOYFMV | $5,077,690 | LandEOYFMVAmt |
| Other Assets BOY | $787,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $787,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $787,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $207,348,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,758,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,758,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $75,114 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $80,604 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,771,226 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,863,825 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $44,892 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $862,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,891,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,806,429 | 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 | $203,457,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $212,951,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,457,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,951,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $207,348,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $215,758,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,457,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,968,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,778,534 | OtherIncreasesAmt |
| Subtotal | $213,267,577 | SubtotalAmt |
| Other Decreases | $315,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $212,951,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND | P | 2016-12-31 | $2,223 | $2,223 | |||
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND II | P | 2016-12-31 | -$93,849 | -$93,849 | |||
| FROM JV STMT: D & D SMID | P | 2016-12-31 | $94,394 | $94,394 | $1,381,501 | $1,287,107 | |
| FROM JV STMT: D & D SMID | P | 2016-12-31 | $186,427 | $186,427 | $3,149,019 | $2,962,592 | |
| VANGUARD REIT INDEX FUND INST (VGSNX) | P | 2016-06-23 | $123,481 | $123,481 | $500,000 | $376,519 | 2014-01-29 |
| FROM JV STMT: MFO WESTFIELD A | P | 2016-12-31 | -$94,820 | -$94,820 | $2,482,906 | $2,577,726 | |
| FROM JV STMT: MFO WESTFIELD A | P | 2016-12-31 | $373,383 | $373,383 | $3,535,073 | $3,161,690 | |
| FROM JV STMT: MFO TOWLE FUND | P | 2016-12-31 | $165,925 | $165,925 | $1,822,642 | $1,656,717 | |
| FROM JV STMT: MFO TOWLE FUND | P | 2016-12-31 | $1,375,222 | $1,375,222 | $3,984,342 | $2,609,120 | |
| TOBIAS, WHITE, & CO. - OSPSX | P | 2016-12-31 | $184,588 | $184,588 | $2,789,944 | $2,605,356 | 2015-12-30 |
| TOBIAS, WHITE, & CO. - OSPSX | P | 2016-12-31 | -$252,350 | -$252,350 | $1,191,055 | $1,443,405 | 2016-12-28 |
| TOBIAS, WHITE, & CO. - L | P | 2016-12-31 | $8,051 | $8,051 | $10,221,010 | $10,212,959 | 2015-12-30 |
| TOBIAS, WHITE, & CO. - S | P | 2016-12-31 | -$199,714 | -$199,714 | $2,190,936 | $2,390,650 | 2016-12-28 |
| TOBIAS, WHITE, & CO. - DTEIX | P | 2016-12-31 | -$53,654 | -$53,654 | $800,000 | $853,654 | 2015-12-30 |
| VANGUARD SHORT TERM CORP - INST (VFSIX) | P | 2016-02-26 | -$28 | -$28 | $2,655 | $2,683 | 2015-02-27 |
| VANGUARD SHORT TERM CORP - INST (VFSIX) | P | 2016-02-26 | -$30,295 | -$30,295 | $1,997,345 | $2,027,640 | |
| VANGUARD SHORT TERM CORP - INST (VFSIX) | P | 2016-06-23 | $42,838 | $42,838 | $2,500,000 | $2,457,162 | |
| VANGUARD EMERGING MARKETS - INST (VEMIX) | P | 2016-01-29 | -$555,055 | -$555,055 | $1,600,000 | $2,155,055 | |
| VANGUARD EMERGING MARKETS - INST (VEMIX) | P | 2016-03-10 | -$923,041 | -$923,041 | $7,688,524 | $8,611,565 | |
| VANGUARD EUROPEAN STOCK INDEX - INST (VEUSX) | P | 2016-12-07 | -$5,031 | -$5,031 | $394,969 | $400,000 | 2016-09-26 |
| VANGUARD EUROPEAN STOCK INDEX - INST (VEUSX) | P | 2016-12-07 | -$645,517 | -$645,517 | $3,546,464 | $4,191,981 | |
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS, LP | P | 2016-12-31 | -$6,194 | -$6,194 | |||
| FROM SCH K-1: ANRP (AIV II), LP | P | 2016-12-31 | $42 | $42 | |||
| FROM SCH K-1: APOLLO NATURANL RESOURCES PARTNERS, LP | P | 2016-12-31 | -$3,160 | -$3,160 | |||
| FROM SCH K-1: ANRP DE HOLDINGS LP | P | 2016-12-31 | -$3,193 | -$3,193 | |||
| FROM SCH K-1: ANRP (EPE AIV), LP | P | 2016-12-31 | $37,675 | $37,675 | |||
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. | P | 2016-12-31 | -$9,108 | -$9,108 | |||
| FROM SCH K-1: CROSSLINK VENTURES V, L.P. | P | 2016-12-31 | $33,444 | $33,444 | |||
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. | P | 2016-12-31 | $23,586 | $23,586 | |||
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. | P | 2016-12-31 | $104,430 | $104,430 | |||
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-01-31 | $95,800 | $95,800 | $595,800 | $500,000 | 2010-11-01 |
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-01-31 | $65,682 | $65,682 | $415,682 | $350,000 | 2011-08-01 |
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-04-30 | $139,208 | $139,208 | $777,951 | $638,743 | 2011-08-01 |
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-07-31 | $97,473 | $97,473 | $508,730 | $411,257 | 2011-08-01 |
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-07-31 | $158,230 | $158,230 | $814,480 | $656,250 | 1920-11-01 |
| LIQUIDATION OF INVESTMENT: ARCHIPELAGO HLDGS LTD-OFFSHORE | P | 2016-10-04 | $422,477 | $422,477 | $1,500,000 | $1,077,523 | 2011-09-01 |
| LIQUIDATION OF INVESTMENT: TACONIC OFFSHORE 1.5 LTD CL A | P | 2016-10-31 | $226,054 | $226,054 | $1,069,804 | $843,750 | 2010-11-01 |
| ROUNDING | P | 2016-12-31 | -$6 | -$6 | |||
| CAPITAL GAINS DIVIDENDS | P | $340,978 | $340,978 | $340,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,426,596 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,689,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $213,223,075 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,466,344 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $221,027,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,606,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $207,106,920 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,894,598 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $192,014,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,524,111 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $197,857,200 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048136 | DistributionYr5Rt |
| Total Distribution | 0.243535 | TotalDistributionRt |
| Average Distribution | 0.048707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $197,760,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,632,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,671,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,453,864 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $39,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,046 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $68,046 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,942 | OverpaymentAmt |
| Applied To ES Tax | $28,942 | 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 | 0 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARYANNE MOTT | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | CHAIR | 15.00 | $0 | $0 | $0 |
| 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 | 4.50 | $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 |
| HANDY LINDSEY JR | ||||||||
| 111 E COURT ST SUITE 3C | FLINT | MI | 48502 | PRESIDENT | 50.00 | $262,856 | $36,213 | $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 26 | 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 | $641,376 | CompensationAmt |
| Employee Benefits | $94,737 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 12 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MFO MANAGEMENT COMPANY | |||||
| 111 E COURT ST SUITE 3D | FLINT | MI | 48502 | INVEST. MGMT. & CONSULTING & ACCTG | $580,000 |
| WALL STREET PRODUCTIONS LTD | |||||
| 28545 GREENFIELD ROAD | SOUTHFIELD | MI | 48076 | DISPLAYS AND EXHIBITS FOR HISTORIC ESTATE | $137,307 |
| OLMSTEAD ASSOCIATES | |||||
| 432 N SAGINAW STREET SUITE 901 | FLINT | MI | 48502 | COMMUNICATION & DESIGN CONSULTANTS | $101,336 |
| MORLEY COMPANIES INC | |||||
| ONE MORLEY PLAZA | SAGINAW | MI | 48603 | DISPLAYS AND EXHIBITS FOR HISTORIC ESTATE | $84,279 |
| NETSOURCE ONE | |||||
| 5410 HAMPTON PLACE | SAGINAW | MI | 48604 | COMPUTER CONSULTING, MONITORING & EQUIPMENT | $52,785 |
| 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 22 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 23 | Description2Txt |
| Expenses2 | $1,235,980 | Expenses2Amt |
| Description3 | COLLECTIONS - SEE STATEMENT 24 | Description3Txt |
| Expenses3 | $572,016 | Expenses3Amt |
| Description4 | APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 25 | Description4Txt |
| Expenses4 | $648,211 | 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 | $147,397,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,574,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,800,734 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,772,534 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $200,772,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,011,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,760,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,888,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,888,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,104 | TotalTaxAmt |
| Distributable Before Adj | $9,848,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $68,343 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,917,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,917,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,093,681 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $360,183 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,453,864 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,104 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,414,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,917,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,319,385 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,453,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,319,385 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,479 | 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 | $9,782,807 | 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 (MARCH, JUNE, & OCT/NOV). 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 (125 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 | |
| BARNES AND NOBLE COLLEGE BOOKSELLER | ||||||||
| ACCOUNTS RECEIVABLE DEPARTMENT PO | PHILADELPHIA | PA | 191823660 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $397 | BOX 823660 |
| BEST BUY | ||||||||
| G3660 MILLER RD | FLINT | MI | 48507 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $771 | |
| BEST BUY | ||||||||
| G3660 MILLER RD | FLINT | MI | 48507 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $1,565 | |
| BEST BUY | ||||||||
| G3660 MILLER RD | FLINT | MI | 48507 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $787 | |
| BIG BROTHERS BIG SISTERS OF GREATER FLINT | ||||||||
| 410 EAST 2ND STREET | FLINT | MI | 48503 | NONE | PC | UNIFIED SISTERS: ARTISTIC EXPRESSIONS EXPERIENCE | $27,000 | |
| 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 | $100,000 | |
| BUCKHAM FINE ARTS PROJECT | ||||||||
| 134 1/2 W SECOND STREET | FLINT | MI | 48502 | NONE | PC | BUCKHAM/GVRC SHARE ART PROJECT | $28,200 | |
| CARRIAGE TOWN MINISTRIES | ||||||||
| 605 GARLAND STREET | FLINT | MI | 48503 | NONE | PC | SUMMER EDUCATION AND ENRICHMENT PROGRAM | $14,500 | |
| CATHOLIC CHARITIES OF SHIAWASSEE & GENESEE COUNTIES | ||||||||
| 901 CHIPPEWA STREET | FLINT | MI | 48503 | NONE | PC | MR. GAINES GARDENING PROGRAM PLUS (PEOPLE LEARNING USEFUL STUFF) | $100,000 | |
| 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 | $3,677 | |
| 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 | $1,323 | |
| CHARTER OAKS APARTMENTS | ||||||||
| PO BOX 556 | GRAND BLANC | MI | 48480 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $890 | |
| CHARTER OAKS APARTMENTS | ||||||||
| PO BOX 556 | GRAND BLANC | MI | 48480 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,206 | |
| COMMUNITY FOUNDATION OF GREATER FLINT | ||||||||
| 500 SOUTH SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | NEIGHBORHOOD SMALL GRANTS PROGRAM | $67,770 | |
| COMMUNITY FOUNDATION OF GREATER FLINT | ||||||||
| 500 SOUTH SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | FLINT CHILD HEALTH AND DEVELOPMENT FUND | $150,000 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $41 | |
| 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 | $34 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $58 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $79 | |
| CONSUMERS ENERGY | ||||||||
| PAYMENT CENTER PO BOX 740309 | CINCINNATI | OH | 452740309 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $92 | |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| ONE S HARBOR AVE SUITE 3 | GRAND HAVEN | MI | 49417 | NONE | PC | PHILANTHROPIC CAPACITY | $13,800 | |
| COURT STREET VILLAGE NONPROFIT HOUSING CORP | ||||||||
| 727 EAST STREET | FLINT | MI | 48503 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CRIM FITNESS FOUNDATION INC | ||||||||
| 452 S SAGINAW STREET SUITE 1 | FLINT | MI | 48502 | NONE | PC | CRIM HEALTH & WELLNESS | $317,295 | |
| EASTSIDE COMPASSIONATE MISSION CENTERINC | ||||||||
| PO BOX 90238 | FLINT | MI | 48509 | NONE | PC | EMPOWERING THROUGH EMPLOYMENT | $28,520 | |
| EDIBLE FLINT | ||||||||
| 605 N SAGINAW ST STE 1A | FLINT | MI | 48502 | NONE | PC | COMMUNITY AND ECONOMIC DEVELOPMENT THROUGH | $58,321 | |
| EL BALLET FOLKLORICO ESTUDIANTIL | ||||||||
| 5211 E CARPENTER RD | FLINT | MI | 48506 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 | |
| ENNIS CENTER FOR CHILDREN INC | ||||||||
| 129 E THIRD STREET | FLINT | MI | 48502 | NONE | PC | FOSTERING CREATIVITY | $85,428 | |
| ENNIS CENTER FOR CHILDREN INC | ||||||||
| 129 E THIRD STREET | FLINT | MI | 48502 | NONE | PC | FOSTERING CREATIVITY | $42,714 | |
| EVERGREEN COMMUNITY DEVELOPMENT INITITATIVE | ||||||||
| PO BOX 310566 | FLINT | MI | 48531 | NONE | PC | GENERAL OPERATING SUPPORT | $126,680 | |
| FAIR FOOD NETWORK | ||||||||
| 205 E WASHINGTON ST SUITE B | ANN ARBOR | MI | 48103 | NONE | PC | DOUBLE UP FOOD BUCKS FLINT - SUPPLEMENT | $50,000 | |
| FAIR FOOD NETWORK | ||||||||
| 205 E WASHINGTON ST SUITE B | ANN ARBOR | MI | 48103 | NONE | PC | FAIR FOOD FLINT | $110,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | BIG RAPIDS | MI | 493072747 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | FINANCIAL AID 1201 S STATE ST CSS 1 |
| FLINT CHILDREN'S MUSEUM | ||||||||
| 1602 W UNIVERSITY AVE | FLINT | MI | 48504 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| FLINT CULTURAL CENTER CORPORATION | ||||||||
| 1310 E KEARSLEY ST | FLINT | MI | 48503 | NONE | PC | COMMUNITY ENGAGEMENT AND CULTURAL EDUCATION | $10,000 | |
| FLINT CULTURAL CENTER CORPORATION | ||||||||
| 1310 E KEARSLEY ST | FLINT | MI | 48503 | NONE | PC | COMMUNITY ENGAGEMENT AND CULTURAL EDUCATION | $53,155 | |
| FLINT HOUSING COMMISSION | ||||||||
| 3820 RICHFIELD RD | FLINT | MI | 48506 | NONE | GOV | FAMILIES COMING TOGETHER PROGRAM | $143,500 | |
| FLINT POLICE FOUNDATION | ||||||||
| PO BOX 13503 | FLINT | MI | 48501 | NONE | PC | NORTH END COMMUNITY CRIME STRATEGY (NECCS) | $296,329 | |
| FLINT RIVER WATERSHED COALITION | ||||||||
| 1300 BLUFF STREET SUITE 114 | FLINT | MI | 48504 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| FLOYD J MCCREE THEATRE | ||||||||
| G 2040 W CARPENTER RD | FLINT | MI | 48505 | NONE | PC | GENERAL OPERATING SUPPORT | $67,500 | |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC | PHILANTHROPIC CAPACITY | $850 | |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC | PHILANTHROPIC CAPACITY | $850 | |
| GEBRAEL MANAGEMENT LLC | ||||||||
| REAL ESTATE SERVICE 1019 CHURCH ST | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,875 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | CREATING ECONOMIC OPPORTUNITY IN NORTH FLINT | $88,000 | |
| GENESEE CHAMBER FOUNDATION | ||||||||
| 519 S SAGINAW STREET SUITE 200 | FLINT | MI | 48502 | NONE | PC | FLINT GROCER IMPROVEMENT PROGRAM | $75,000 | |
| GENESEE CONSERVATION DISTRICT | ||||||||
| 1525 N ELMS RD | FLINT | MI | 48532 | NONE | GOV | FLINT FORESTRY PROJECT | $72,050 | |
| 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 HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | WATER PILOT PROJECT - INSTALLMENT AND VENDOR EXPENSES | $18,300 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | WHAT TO KNOW AND DO ABOUT WATER PROJECT | $25,000 | |
| GENESEE COUNTY LAND BANK AUTHORITY | ||||||||
| 452 S SAGINAW STREET SECOND FLOOR | FLINT | MI | 485021832 | NONE | GOV | CLEAN AND GREEN | $267,400 | |
| 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 | FOR-MAR ON THE ROAD: GROWING NATURAL CONNECTIONS | $81,873 | |
| GENESEE COUNTY PARKS AND RECREATION COMMISSION | ||||||||
| 5045 STANLEY ROAD | FLINT | MI | 48506 | NONE | GOV | KEEP GENESEE COUNTY BEAUTIFUL (KGCB) | $418,000 | |
| GENESEE HEALTH SYSTEM | ||||||||
| 420 W 5TH AVENUE | FLINT | MI | 48503 | NONE | GOV | COMMUNITY SUPPORT AND RESILIENCY PROGRAM | $50,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC CAPACITY | $1,500 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC CAPACITY | $5,970 | |
| GRASSROOTS GRANTMAKERS | ||||||||
| PO BOX 9069 | DENVER | CO | 80209 | NONE | PC | MEMBERSHIP CONTRIBUTIONS | $900 | |
| GREATER FLINT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| 303 E KEARSLEY ST 1313 WSW | FLINT | MI | 48502 | NONE | PC | EARLY CHILDHOOD SUPPORT SUMMIT AND SCHOLARSHIP PROGRAM | $4,104 | |
| 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 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| MICHIGAN LISC 141 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | NONE | PC | FLINT LISC - GENERAL OPERATING SUPPORT | $100,000 | SUITE 501 |
| MICHIGAN COUNCIL ON CRIME AND DELIQUENCY | ||||||||
| 1000 WEST ST JOSEPH AVENUE | LANSING | MI | 48915 | NONE | PC | THE NORTH FLINT FORMER PRISONER PROJECT | $50,000 | |
| MICHIGAN LEAGUE FOR PUBLIC POLICY | ||||||||
| 1223 TURNER STREET | LANSING | MI | 48906 | NONE | PC | EMPOWERING NORTH FLINT RESIDENTS | $20,000 | |
| 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 | $204 | CIRCLE DR ROOM 252 |
| 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 | $341 | CIRCLE DR ROOM 252 |
| 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 | $1,877 | CIRCLE DR ROOM 252 |
| 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 | $2,578 | CIRCLE DR ROOM 252 |
| MORRIS SQUARE APARTMENTS | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $1,800 | |
| MOTHERLY INTERCESSION | ||||||||
| PO BOX 311109 | FLINT | MI | 48531 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | FLINT | MI | 48503 | NONE | I | 2010 - 2016 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $754 | 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 | $614 | 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 | $790 | 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 | $2,343 | 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 | $2,600 | 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 | $426 | 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 | $1,021 | 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 | $1,211 | 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 | EAST COURT STREET |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $95 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $95 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $95 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $95 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $95 | |
| MTA MASS TRANSPORTATION AUTHORITY Y | ||||||||
| 1401 S DORT HWY | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $95 | |
| 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 | ||||||||
| 1331 H STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | PHILANTHROPIC CAPACITY | $4,400 | |
| NEW LIFE TABERNACLE MINISTRIES | ||||||||
| 5149 BRAY RD | FLINT | MI | 48505 | NONE | PC | GOSPEL-FEST/HEALTH FAIR | $1,000 | |
| PLANNED PARENTHOOD OF MICHIGAN | ||||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | NONE | PC | HEALTHY RESOURCE ENGAGEMENT AND COMMUNITY DEVELOPMENT INITIATIVE | $80,250 | |
| PROJECT SYNCERE INC | ||||||||
| 9012 S STONY ISLAND AVENUE | CHICAGO | IL | 60617 | NONE | PC | STEMNETICS | $50,375 | |
| REGENCY BEAUTY INSTITUTE | ||||||||
| 1600 UTICA AVE S 9TH FLOOR | ST LOUIS PARK | MN | 55416 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,500 | |
| REGENCY BEAUTY INSTITUTE | ||||||||
| 1600 UTICA AVE S 9TH FLOOR | ST LOUIS PARK | MN | 55416 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,500 | |
| RIVERFRONT RESIDENCE HALL | ||||||||
| 1 RIVERFRONT CENTER WEST | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS. IRS DETERMINATION LETTER ON FILE | $1,800 | |
| ROCO MORRIS SQUARE LLC | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,180 | |
| ROCO MORRIS SQUARE LLC | ||||||||
| 750 JEFFERSON STREET | MT MORRIS | MI | 48458 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $2,950 | |
| 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 | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $3,000 | |
| SIENA HEIGHTS UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL | ADRIAN | MI | 49221 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | SERVICES 1247 E SIENA HEIGHTS DR |
| SIPI INC | ||||||||
| 609 E 5TH AVENUE | FLINT | MI | 48503 | NONE | NC | ORGANIZATIONAL CAPACITY BUILDING FOR THREE NON-PROFITS - EXPENDITURE RESPONSIBILITY STATMENT REQUIRED | $40,000 | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | NONE | PC | SPHINX OVERTURE; CLASSICAL CONNECTIONS; SPHINX ARTIST RESIDENCIES | $55,000 | |
| SPHINX ORGANIZATION | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | NONE | PC | SPHINX OVERTURE; SPHINX ARTIST RESIDENCIES/COMMUNITY ENGAGEMENT | $67,040 | |
| 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 | TAPOLOGY GENERAL PROJECT SUPPORT | $15,000 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | TAPOLOGY GENERAL PROJECT SUPPORT | $100,000 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY OUTREACH | $9,270 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | COMMUNITY OUTREACH | $94,770 | |
| THE FLINT INSTITUTE OF MUSIC INC | ||||||||
| 1025 EAST KEARSLEY STREET | FLINT | MI | 48503 | NONE | PC | FLINT YOUTH THEATRE SIGNATURE SERIES, ALL TOGETHER NOW: BUILDING BRIDGES THROUGH INCLUSION | $85,000 | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| WOLVERINE TOWER FIRST FLOOR 3003 | ANN ARBOR | MI | 481091274 | NONE | PC | NORTH FLINT ECONOMIC PROSPERITY PROGRAM | $49,050 | SOUTH STATE STREET |
| 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 | GENERAL OPERATING SUPPORT | $250,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | RAISE IT UP! YOUTH ARTS AND AWARENESS | $61,500 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FWC BERSTON BOXING PROGRAM | $57,530 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FLINT AREA REINVESTMENT OFFICE (FARO) | $50,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FLINT WATER CRISIS | $90,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FRIENDS OF BERSTON - SUPPORT COMMUNITY CENTER | $105,000 | |
| 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 | 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 | $970 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 | PAVILION |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | FLINT | MI | 485021950 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $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 |
| WELLNESS AIDS SERVICES INC | ||||||||
| 311 E COURT ST | FLINT | MI | 48502 | NONE | PC | STI PREVENTION AND OUTREACH | $9,900 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT | ||||||||
| 411 EAST THIRD STREET | FLINT | MI | 48503 | NONE | PC | YMCA YOUTH PROGRAMS | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,575,803 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | FINANCIAL AID STUDENT SERVICE COURT | MT PLEASANT | MI | 48859 | NONE | I | 2011-2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,050 |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | FINANCIAL AID STUDENT SERVICE COURT | MT PLEASANT | MI | 48859 | NONE | I | 2011-2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $1,425 |
| 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 | $2,316 | |
| CITY OF FLINT | ||||||||
| CITY HALL 1101 SOUTH SAGINAW STREET | FLINT | MI | 48502 | NONE | GOV | IMAGINE FLINT - NEIGHBORHOOD PLANNING INITIATIVE | $175,250 | |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | HALL | YPSILANTI | MI | 48197 | NONE | I | 2013-2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $4,012 |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | HALL | YPSILANTI | MI | 48197 | NONE | I | 2013-2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $4,720 |
| EASTERN MICHIGAN UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 403 PIERCE | HALL | YPSILANTI | MI | 48197 | NONE | I | 2014-2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $4,288 |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | FINANCIAL AID 1201 S STATE ST CSS 1 | BIG RAPIDS | MI | 49307 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| FERRIS STATE UNIVERSITY | ||||||||
| OFFICE OF SCHOLARSHIPS AND | FINANCIAL AID 1201 S STATE ST CSS 1 | BIG RAPIDS | MI | 49307 | NONE | I | 2015-2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| FLINT POLICE FOUNDATION | ||||||||
| PO BOX 13503 | FLINT | MI | 48501 | NONE | PC | NORTH END COMMUNITY CRIME STRATEGY (NECCS) | $790,778 | |
| 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 | |
| GENESEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 101 BURTON STREET | FLINT | MI | 48503 | NONE | PC | URC CIVIC PARK REVITALIZATION INITIATIVE | $184,000 | |
| GRAMBLING STATE UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE 403 MAIN | STREET LEE HALL | GRAMBLING | LA | 71245 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| MICHIGAN STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 556 E | CIRCLE DR ROOM 252 | EAST LANSING | MI | 48824 | NONE | I | 2014-2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,300 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2011 -2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,795 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $6,125 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,137 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,900 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $6,725 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $7,129 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $9,550 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $5,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $6,664 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $8,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $9,300 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $7,350 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| MOTT COMMUNITY COLLEGE | ||||||||
| PRAHL COLLEGE CENTER PCCLL11 1401 | EAST COURT STREET | FLINT | MI | 48503 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| SAGINAW VALLEY STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID 7400 BAY | ROAD | UNIVERSITY CENTER | MI | 48710 | NONE | I | 2011-2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $10,000 |
| ST LUKE NEW LIFE CENTER INC | ||||||||
| 3115 LAWNDALE AVENUE | FLINT | MI | 48504 | NONE | PC | SOCIAL ENTERPRISE EXPANSION | $48,000 | |
| UNITED STATES NAVAL ACADEMY | ||||||||
| MIDN DISBURSING OFFICE 101 BUCHANAN | ST SUITE 4002 | ANNAPOLIS | MD | 21042 | NONE | I | 2011-2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $11,080 |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | FRIENDS OF BERSTON | $175,000 | |
| UNITED WAY OF GENESEE COUNTY | ||||||||
| PO BOX 949 | FLINT | MI | 48501 | NONE | PC | RAISE IT UP! YOUTH ARTS AND AWARENESS | $30,750 | |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2012 - 2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $11,224 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2013 - 2019 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $13,562 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $14,500 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $15,000 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2014 - 2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $15,000 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $11,228 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $13,355 |
| UNIVERSITY OF MICHIGAN - FLINT | ||||||||
| OFFICE OF FINANCIAL AID 277 | PAVILION | FLINT | MI | 48502 | NONE | I | 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $15,000 |
| UNIVERSITY OF TOLEDO | ||||||||
| MAIL STOP 314 2801 W BANCROFT ST | TOLEDO | OH | 43606 | NONE | I | 2011 - 2017 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $15,350 | |
| WAYNE STATE UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL AID 42 | W WARREN AVENUE | DETROIT | MI | 48202 | NONE | I | 2012-2018 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $16,713 |
| WAYNE STATE UNIVERSITY | ||||||||
| OFFICE OF STUDENT FINANCIAL AID 42 | W WARREN AVENUE | DETROIT | MI | 48202 | NONE | I | 2014-2020 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $15,550 |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID OFFICE 1903 | WEST MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | NONE | I | 2015-2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE | $16,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,863,825 | 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 | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,828,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,426,596 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $570 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $17,588 |
| MISCELLANEOUS INCOME | $26 |
| DISPOSITION OF LAWNMOWER | $500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,254,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,273,487 | 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 THE PUBLIC RECORD. 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 | $223,321 | 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 | $27,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,150 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIPI INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 E 5TH AVENUE | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-10-27 | GrantDt |
| Grant | $40,000 | GrantAmt |
| Purpose Of Grant | 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; 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:11/29/2016, 12/20/2016*, 1/5/2017, 1/13/2017, 1/26/2017, 2/13/2017, 2/6/2017, 3/17/2017** - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES.ALL OTHER DATES ARE CHECK INS. | PurposeOfGrantTxt |
| Expended By Grantee | $40,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/31/2017, 5/31/2017 | DatesOfReportsByGranteeTxt |
| Verification | 2016-12-20 | VerificationDt |
| Results Of Verification | THE RUTH MOTT FOUNDATION REVIEWED THE GRANT REPORT ON MARCH 17, 2017 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)). | ResultsOfVerificationTxt |
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 A MICHIGAN HISTORIC LANDMARK LISTED ON THE NATIONAL REGISTER OF HISTORIC SITES. 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. FOR APPLEWOOD'S CENTENNIAL CELEBRATION IN 2016, THE FOUNDATION TRANSFORMED THE HOUSE AND GROUNDS INTO AN INTERACTIVE EXPERIENCE BY ADDING NUMEROUS EXHIBITS AND OPENING THE HOUSE FOR PUBLIC TOURS FOR THE FIRST TIME. THE ESTATE WAS OPEN REGULARLY THURSDAY-SUNDAY, MAY-OCTOBER. THE FOUNDATION ALSO PUBLISHED A BOOK ABOUT THE 100-YEAR HISTORY OF THE ESTATE. OVERALL, 44,680 VISITORS AND PARTICIPANTS WERE SERVED. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES. |
| PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,235,980 | 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. IN PREPARATION FOR THE ESTATE TO BE OPEN TO THE PUBLIC ON A REGULAR BASIS SOME IMPROVEMENTS WERE MADE INCLUDING UPDATES TO SECURITY, AND HISTORICAL MARKERS AND WAYFINDING SIGNS WERE INSTALLED.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. SOME EXAMPLES OF THE HORTICULTURAL STAFF'S TECHNICAL ASSISTANCE INCLUDES HELPING UM-FLINT SELECT TREES FOR THEIR CAMPUS' 60TH ANNIVERSARY TREE PLANTING CEREMONY; PROVIDING GUIDANCE WITH A COMMUNITY PLANTING PROJECT AT BROWNELL HOLMES STEM ACADEMY WHICH INCLUDED PROPER FRUIT TREE PLANTING DIRECTIONS; AND NATIVE PLANTINGS ADVICE ALONG THE FOSS AVENUE NATURE TRAIL. |
| COLLECTIONS $572,016 | PART IX-A | IN 2016, THE ESTATE'S 100TH ANNIVERSARY WAS CELEBRATED AND INCLUDED THE INSTALLATION OF EXHIBITS, DELIVERING HOUSE AND ESTATE TOURS, AND THE CONTINUED PRESERVATION AND CONSERVATION OF THE HISTORICAL OBJECTS. THE COLLECTION CONTAINS OVER 350,000 ITEMS, INCLUDING THE APPLEWOOD HOUSE AND FARM, PHOTOGRAPHS, MEMORABILIA, AUDIO RECORDINGS, MOVING IMAGES AND BOOKS. DURING 2016, 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.SOME OF THE EXHIBITS INCLUDE "THE MOTTS OF APPLEWOOD, AND SUPPORTS THE FOUNDATION'S GOAL OF INCREASING LEARNING OPPORTUNITIES ABOUT APPLEWOOD AND THE MOTTS. IT EMPHASIZES FOUR MAIN AREAS: FAMILY, FARMING, FLINT, AND THE FOUNDATIONS. LIKEWISE, OTHER NEW EXHIBIT SPACES, SUCH AS THE BARN AND CHICKEN COOP, FOCUS ON TOPICS OF FOOD, FARMING, AND MODERN URBAN GARDENING THAT PROVIDE RESIDENTS WITH USEFUL TOOLS AND INFORMATION. AN INTERACTIVE EXHIBIT WAS ALSO CREATED AND ALLOWED GUESTS TO PROVIDE FEEDBACK RELATING TO COMMUNITY IMPACT AND HOW THEY WERE INSPIRED TO ENGAGE WITH THEIR COMMUNITY.IN ADDITION TO EXHIBITS ONSITE, TWO OFFSITE EXHIBITS WERE CREATED TO INCREASE AWARENESS AND PROVIDE LEARNING OPPORTUNITIES ABOUT THE MOTT FAMILY'S HISTORY AND LEGACY. ONE OFFSITE EXHIBIT WAS FEATURED AT THE SLOAN MUSEUM AND INCLUDED AN HISTORIC TIMELINE, TWO MOTT-RELATED CARS, AND RARELY SEEN ARTIFACTS FROM THE APPLEWOOD COLLECTION. THE OTHER EXHIBIT WAS A WALKING TOUR AT THE FLINT INSTITUTE OF ARTS THAT HIGHLIGHTED WORKS DONATED TO THE MUSEUM BY THE MOTT FAMILY.IN ADDITION TO PROVIDING ACCESS TO THE COLLECTIONS FOR VARIOUS EDUCATORS AND RESEARCHERS, THE COLLECTIONS WERE USED TO PUBLISH A BOOK RELATED TO THE 100-YEAR HISTORY OF APPLEWOOD ESTATE.THE BOOK, "APPLEWOOD - THE CHARLES STEWART MOTT ESTATE, ONE HUNDRED YEARS OF STORIES, 1916-2016," RECOUNTS THE MANY STORIES OF THE MOTT FAMILY AND THEIR LIVES AT APPLEWOOD IN THEIR CHOSEN HOME CITY OF FLINT, MICHIGAN. THE BOOK WAS WRITTEN TO PROVIDE ACCESS AND INSIGHTS THAT YOU CANNOT FIND IN THE PUBLIC RECORD. THE BOOK SHARES THE STORIES OF THE PEOPLE WHO LIVED THERE, WORKED THERE, OR SIMPLY VISITED. IT PRESENTS PHOTOS AND DETAILS OF THE FURNISHINGS AND ARTWORK THAT ADORN THE HOME AND THE LANDSCAPE THAT SURROUNDS IT AND CELEBRATES THE UNIQUE AND LARGELY PRIVATE PAST OF APPLEWOOD. IT IS A BEAUTIFULLY ILLUSTRATED BOOK AND IS BEING SOLD TO THE GENERAL PUBLIC. |
| APPLEWOOD EDUCATION & EVENTS $648,211 | 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 PROGRAMING TOOK PLACE SUCH AS FALL HARVEST FESTIVAL, APPLEWOOD'S 100TH BIRTHDAY PARTY, SLOAN AUTO FAIR, FOUR DAYS OF FAMILY FUN, BACK TO THE BRICKS, WET PAINT DAY 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 STRATEGY AROUND FAMILY, FOOD/FARM, AND FLINT HISTORY.FIELD TRIPS WERE ALSO DEVELOPED AND IMPLEMENTED. ONSITE PARTNERED PROGRAMS FEATURED RETURNING PROGRAMS FROM PREVIOUS YEARS, (E.G. BE A TOURIST IN YOUR HOME TOWN) AS WELL AS SOME NEW PROGRAMS, INCLUDING AUTOMOTIVE CLUBS LOOKING TO CONNECT WITH C.S. MOTT'S AUTOMOTIVE HISTORY AND A YOUTH CHOIR CONCERT. ANOTHER NEW PROGRAM, COMMUNITIES FIRST'S MOVIES UNDER THE STARS, WAS A HUGE SUCCESS. THE TASTE OF APPLEWOOD PROGRAM WAS STARTED AND PROVIDES EACH AND EVERY VISITOR AN OPPORTUNITY TO TASTE SOMETHING GROWN ON THE ESTATE. AN EXAMPLE OF AN OFFSITE PARTNERED PROGRAM INCLUDES ONE WHERE STAFF AND VOLUNTEERS PARTNERED WITH THE WHALEY HISTORIC HOUSE MUSEUM TO FACILITATE A GINGERBREAD HOUSE ACTIVITY AT THE BOYS AND GIRLS CLUB HOLIDAY PARTY, LOCATED IN NORTH FLINT. THE PARTICIPANTS LEARNED ABOUT HISTORIC HOUSES IN FLINT, INCLUDING APPLEWOOD AND THE WHALEY HOUSE, AND THEN BUILT THEIR OWN CREATIONS WITH GRAHAM CRACKERS.THE 2016 MARKETING CAMPAIGN WAS EXPANDED TO INCLUDE REGIONAL AUDIENCES, ESPECIALLY THROUGH ONLINE PLATFORMS. |
| 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 $170,223 $24,305 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502JOYCE BOBOLTS DIRECTOR OF FINANCE AND ADMIN $137,734 $17,812 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3CFLINT, MI 48502 DEBORAH ELLIOTT DIRECTOR OF ESTATE OPERATIONS $130,746 $22,298 $0.0050 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502ELIZABETH JORDAN SENIOR PROGRAM OFFICER $112,441 $25,811 $0.0040 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 RAFAEL TURNER PROGRAM OFFICER $ 90,232 $4,511 $0.0040 AVERAGE HOURS PER WEEK111 E. COURT ST., SUITE 3C FLINT, MI 48502 ----------- ---------- ----- $641,376 $94,737 0.00 =========== ========== ===== |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 518,664.039 SHS BLOCKROCK FLOATING RATE INCOME PORTFOLIO CL | $5,311,120 | $5,311,120 |
| 168,626.146 SHS TEMPLETON GLOBAL BOND FD ADV CL | $2,016,769 | $2,016,769 |
| 869,892.841 SHS VANGUARD ADMIRAL HIGH YIELD CORPORATE FD | $5,071,475 | $5,071,475 |
| 433,184.561 SHS VANGUARD INSTITUTIONAL SHORT-TERM INVESTMENT GR | $4,604,752 | $4,604,752 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 13,550 SHS ABBOTT LABORATORIES | $520,456 | $520,456 |
| 9,700 SHS ABBVIE INC | $607,414 | $607,414 |
| 3,550 SHS ADVANCED AUTO PARTS INC | $600,376 | $600,376 |
| 505 SHS ALPHABET INC/CA-CL C | $389,769 | $389,769 |
| 19,700 SHS AMERICAN AIRLS GROUP INC | $919,793 | $919,793 |
| 7,200 SHS ANADARKO PETROLEUM CORPORATION | $502,056 | $502,056 |
| 8,215 SHS. APPLE COMPUTER, INC. | $951,461 | $951,461 |
| 2,050 SHS BLACKROCK INC | $780,107 | $780,107 |
| 8,800 SHS BRISTOL-MYERS SQUIBB CO | $514,272 | $514,272 |
| 12,750 SHS CBS CORP NEW CL B | $811,155 | $811,155 |
| 6,250 SHS CME GROUP INC | $720,938 | $720,938 |
| 16,400 SHS COCA-COLA COMPANY (THE) | $679,944 | $679,944 |
| 8,800 SHS CONOCOPHILLIPS | $441,232 | $441,232 |
| 5,850 SHS CVS HEALTH CORPORATION | $461,624 | $461,624 |
| 5,850 SHS SHS DISNEY (WALT) CO COM STK | $609,687 | $609,687 |
| 15,200 SHS DOW CHEMICAL CO | $869,744 | $869,744 |
| 11,200 SHS DUNKIN' BRANDS GROUP INC | $587,328 | $587,328 |
| 1,291,583.054 SHS DREYFUS TOTAL EMERGING MARKETS CL I | $13,949,097 | $13,949,097 |
| 16,550 SHS EBAY INC | $491,370 | $491,370 |
| 17,900 SHS GLAXOSMITHKLINE PLC ADR | $689,329 | $689,329 |
| 6,550 SHS JOHNSON & JOHNSON | $754,626 | $754,626 |
| 4,650 SHS JONES LANG LASALLE INC | $469,836 | $469,836 |
| 11,500 SHS JPMORGAN CHASE & CO | $992,335 | $992,335 |
| 8,950 SHS LOWE'S COMPANIES, INC. | $636,524 | $636,524 |
| 18,050 SHS MONDELEZ INTL INC CL A | $800,157 | $800,157 |
| 9,403,008.2587664 SHS MFO - D&D SMID CAP VALUE FUND | $11,511,606 | $11,511,606 |
| 1,615,841.2888146 SHS MFO - TOWLE FUND | $12,864,734 | $12,864,734 |
| 135,477.0748878 SHS MFO - WESTFIELD FUND A | $10,377,548 | $10,377,548 |
| 5,750 SHS NORFOLK SOUTHERN CORPORATION | $621,403 | $621,403 |
| 17,100 SHS PAYPAL HOLDINGS INC | $674,937 | $674,937 |
| 6,850 SHS PEPSICO, INC. | $716,716 | $716,716 |
| 7,350 SHS PFIZER INC | $238,728 | $238,728 |
| 8,550 SHS PHILIPS 66 | $738,806 | $738,806 |
| 3,650 SHS PIONEER NATURAL RES CO | $657,256 | $657,256 |
| 10,850 SHS QUALCOMM INCORPORATED | $707,420 | $707,420 |
| 29,700 SHS REGAL ENTERTAINMENT | $611,820 | $611,820 |
| 5,700 SHS SCHLUMBERGER LIMITED | $478,515 | $478,515 |
| 3,950 SHS STANLEY BLACK AND DECKER, INC. | $453,026 | $453,026 |
| 8,100 SHS TJX COS INC NEW | $608,553 | $608,553 |
| 469,800.018 SHS TEMPLETON INSTL. FOREIGN EQUITY FUND | $8,761,770 | $8,761,770 |
| 19,386.000 SHS UNITED STATES SUGAR CORPORATION | $8,448,031 | $8,448,031 |
| 5,800 SHS UNITED PARCEL SVC CL B | $664,912 | $664,912 |
| 5,650 SHS UNITED TECHNOLOGIES CORPORATION | $619,353 | $619,353 |
| 967,119.694 VANGUARD DEVELOPED MARKETS INDEX | $11,363,656 | $11,363,656 |
| 128,530.553 SHS VANGUARD ADMIRAL 500 INDEX FUND | $26,550,556 | $26,550,556 |
| 11,350 SHS VERIZON COMMUNICATIONS INC. | $605,863 | $605,863 |
| 17,250 SHS VIACOM INC - CLASS B | $605,475 | $605,475 |
| 9,400 SHS VISA INC CL A SHRS | $733,388 | $733,388 |
| 9,550 SHS WASTE MANAGEMENT INC. | $677,191 | $677,191 |
| 334,769.354 SHS VANGUARD INSTITUTIONAL REIT INDEX FUND | $6,055,978 | $6,055,978 |
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 | $640,076 | $640,076 |
| 5,829 SHS ANRP (AIV II) L.P. | FMV | $4,404 | $4,404 |
| 139,442 SHS ANRP (EPE AIV) L.P. | FMV | $23,935 | $23,935 |
| 43,946.47 SHS ANRP APEX ENERGY | FMV | $29,505 | $29,505 |
| 42,031 SHS ANRP CAELUS | FMV | $26,832 | $26,832 |
| 12,897 SHS ANRP DE HOLDINGS LLC | FMV | $28,185 | $28,185 |
| 1,800,000 SHS ANRP DEBT HOLDINGS AIV, L.P. | FMV | $22,911 | $22,911 |
| 81,637.87 SHS ANRP DOUBLE EAGLE ENERGY HOLDING LLC | FMV | $103,416 | $103,416 |
| 38,089.88 SHS ANRP EXPRESS | FMV | $24,317 | $24,317 |
| 1,792,819.78 SHS ANRP INTERNATIONAL HOLDINGS LP | FMV | $455,936 | $455,936 |
| 19,440.05 SHS ANRP JUPITER RESOURCES | FMV | $12,014 | $12,014 |
| 8,874.36 SHS ANRP TALOS ENERGY | FMV | $5,665 | $5,665 |
| 114,207 SHS APOLLO NATURAL RESOURCE PARTNERS LP | FMV | $30,334 | $30,334 |
| 1,000,000 SHS ARBORETUM VENTURES III | FMV | $850,360 | $850,360 |
| 2,000,000 SHS ARBORETUM VENTURES IV | FMV | $220,106 | $220,106 |
| 199,945 SHS ARCHIPELAGO HLDGS LTD-OFFSHORE | FMV | $5,515,674 | $5,515,674 |
| 271,413 SHS CATALYST HEDGED FUTURES STRATEGY FUND CL I | FMV | $2,841,690 | $2,841,690 |
| 6,000,000 SHS CROSSLINK VENTURES V L.P. | FMV | $1,238,992 | $1,238,992 |
| 800,000 SHS CROSSLINK VI VENTURE FUND | FMV | $1,137,328 | $1,137,328 |
| 2,000,000 SHS DRAPER FISHER JURVETSON GROWTH 2013 FUND LP | FMV | $1,962,258 | $1,962,258 |
| 5,000,000 SHS ELLIOTT INTERNATIONAL LIMITED | FMV | $5,422,838 | $5,422,838 |
| 571,447.83 GOLDMAN SACHS MLP ENERGY | FMV | $4,788,733 | $4,788,733 |
| 3,000 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS 0816 | FMV | $3,193,676 | $3,193,676 |
| 1,000 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD CLASS 1016 | FMV | $1,020,586 | $1,020,586 |
| IMPACT VENTURES III, LP | FMV | $95,656 | $95,656 |
| 367,162 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND | FMV | $4,416,955 | $4,416,955 |
| 205,478 SHS PERSHING SQUARE HOLDINGS LTD | FMV | $2,987,650 | $2,987,650 |
| 2,200,000 SHS TGAP VENTURE CAPITAL FUND II, L.P. | FMV | $1,379,464 | $1,379,464 |
| 2,999,999 SHS TGAP VENTURE CAPITAL FUND, L.P. | FMV | $766,181 | $766,181 |
| TRP CAPITAL PARTNERS, LP | FMV | $829,778 | $829,778 |
| 650 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E | FMV | $5,263,890 | $5,263,890 |
| 27,650 SHS WILLIAMS COMPANIES DEL | FMV | $861,021 | $861,021 |
| 77,347 SHS YORK CREDIT OPPTN - A/1 SERIES | FMV | $5,683,023 | $5,683,023 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,390 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,316 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED EXCISE TAX PAYABLE PER AUDIT | $272,000 |
| BOOK/TAX RECONCILING ITEM - ANRP (EPE AIV) LP & ANRP DE HOLDINGS DEPLETION | $43,740 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (53 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART IX-A | $2,427,855 | $0 | $2,456,207 |
| FROM JV STMT: MFO TOWLE FUND - PORTFOLIO DEDUCTIONS | $69,511 | $69,511 | $0 |
| FROM JV STMT: MFO WESTFIELD FUND A - PORTFOLIO DEDUCTIONS | $56,120 | $56,120 | $0 |
| FROM JV STMT: MFO D&D SMID CAP VALUE FUND - PORTFOLIO DEDUCTIONS | $81,316 | $81,316 | $0 |
| FROM SCH K-1: ANRP (AIV II) LP - INVESTMENT INTEREST EXPENSE | $1,531 | $1,531 | $0 |
| FROM SCH K-1: ANRP (AIV II) LP - PORTFOLIO DEDUCTIONS | $51 | $51 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - CHARITABLE CONTRIBUTIONS | $2 | $2 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - SEC. 59(E)(2) EXPENSE | $10,630 | $10,630 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - NONDEDUCTIBLE EXPENSES | $1,116 | $1,116 | $0 |
| FROM SCH K-1: ANRP DE HOLDINGS LP - ALLOWABLE DEPLETETION | $0 | $22,432 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - INVESTMENT INTEREST EXPENSE | $13 | $13 | $0 |
| FROM SCH K-1: APOLLO NATURAL RESOURCES LP - PORTFOLIO DEDUCTIONS | $17,377 | $17,377 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - CHARITABLE DEDUCTION | $53 | $53 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - SEC. 59(E)(2) EXPENSE | $96,244 | $96,244 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - PORTFOLIO DEDUCTIONS | $41 | $41 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - ALLOWABLE DEPLETION | $0 | $21,308 | $0 |
| FROM SCH K-1: ANRP (EPE AIV) LP - NONDEDUCTIBLE EXPENSES | $21 | $21 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - INVESTMENT INTEREST | $89 | $89 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - PORTFOLIO DEDUCTIONS | $21,968 | $21,968 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - OTHER PORTFOLIO DEDUCTIONS | $37 | $37 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES III, L.P. - NONDEDUCTIBLE EXPENSES | $19 | $19 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - INVESTMENT INTEREST | $398 | $398 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - PORTFOLIO DEDUCTIONS | $40,669 | $40,669 | $0 |
| FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - OTHER PORTFOLIO DEDUCTIONS | $208 | $208 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES V, L.P. - PORTFOLIO DEDUCTIONS | $25,785 | $25,785 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - INVESTMENT INTEREST | $1,377 | $1,377 | $0 |
| FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - PORTFOLIO DEDUCTIONS | $11,467 | $11,467 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - INVESTMENT INTEREST EXPENSE | $169 | $169 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - PORTFOLIO DEDUCTIONS | $48,872 | $48,872 | $0 |
| FROM SCH K-1: TRP CAPITAL PARTNERS LP - PORTFOLIO DEDUCTIONS | $64,046 | $64,046 | $0 |
| FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - PORTFOLIO DEDUCTIONS | $14,385 | $14,385 | $0 |
| FROM SCH K-1: IMPACT VENTURES III LP - PORTFOLIO DEDUCTIONS | $24,950 | $24,950 | $0 |
| FROM SCH K-1: DFJ GROWTH 2013, L.P. - NON DEDUCTIBLE EXPENSES | $73 | $73 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND - PORTFOLIO DEDUCTIONS | $12,309 | $12,309 | $0 |
| FROM SCH K-1: TGAP VENTURE CAPITAL FUND II - PORTFOLIO DEDUCTIONS | $53,607 | $53,607 | $0 |
| INSURANCE | $13,107 | $0 | $23,941 |
| MEMBERSHIP DUES | $5,794 | $0 | $5,794 |
| INVESTMENT MGMT - ADR FEES | $2,641 | $2,641 | $0 |
| OFFICE SUPPLIES | $6,555 | $0 | $6,455 |
| OTHER EMPLOYMENT EXPENSES | $4,561 | $0 | $9,039 |
| 401K PROCESSING FEES | $1,380 | $10 | $1,370 |
| PAYROLL PROCESSING | $9,492 | $68 | $9,424 |
| POSTAGE | $2,671 | $0 | $2,878 |
| EVENTS | $4,121 | $0 | $4,081 |
| SUPPLIES | $6,151 | $0 | $6,151 |
| SMALL TOOLS, EQUIP AND FURNISHINGS | $2,793 | $0 | $2,793 |
| TELEPHONE | $8,420 | $0 | $7,274 |
| TRAINING | $3,630 | $0 | $3,570 |
| BUSINESS MEALS | $10,332 | $0 | $10,332 |
| COMPUTER/INFORMATION TECHNOLOGY | $57,047 | $0 | $55,467 |
| MARKETING & AWARENESS | $10,566 | $0 | $10,566 |
| MISCELLANEOUS EXPENSE | $1,572 | $0 | $1,932 |
| GRANTEE LOAN GUARANTEES | $209,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| "HUGS AROUND YOUR NECK" BOOK SALES | $570 | $570 |
| APPLEWOOD 100TH ANNIVERSARY BOOK SALES | $17,588 | $17,588 |
| MISCELLANEOUS INCOME | $26 | $26 |
| DISPOSITION OF LAWNMOWER | $500 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS | $14,658,755 |
| BOOK/TAX RECONCILING ITEM - SALE OF OTTER CREEK INTL | $119,779 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $44,892 | $653,000 |
| GRANTEE LOAN GUARANTEES | $0 | $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 (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MFO MANAGEMENT FEE | $580,000 | $565,000 | $15,000 |
| OTHER CONSULTING SERVICES | $16,270 | $0 | $16,270 |
| STRATEGIC PLANNING RELATED CONSULTANTS | $25,535 | $0 | $25,535 |
| HUMAN RESOURCE CONSULTANTS | $16,552 | $0 | $16,552 |
| OTHER CONTRACTED SERVICES | $14,628 | $0 | $14,451 |
| COMMUNITY DASHBOARD | $45,000 | $0 | $45,000 |
| TEMPORARY ACCOUNTING SERVICES | $8,502 | $0 | $12,150 |
| WEBSITE UPDATES | $3,550 | $0 | $3,550 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $67,091 | $67,091 | $0 |
| FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP - FOREIGN TAXES | $151 | $151 | $0 |
| PAYROLL TAXES | $83,089 | $655 | $82,434 |
| FROM JV STMT: MFO TOWLE FUND - FOREIGN TAXES WITHHELD | $413 | $413 | $0 |
| FEDERAL EXCISE TAX | $40,000 | $0 | $0 |
| CHANGE IN TAX LIABILITY (AUDIT) | $296,108 | $0 | $0 |
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