2017-10-16T14:33:37-05:00 2016-11-30 383635706 Rehmann Robson LLC 675 Robinson Rd Jackson MI 49203 990PF 2015-12-01 616055236 Dorothy Blakely Foundation DORO 5175632424 4251 Horton Road Jackson MI 49201 Douglas L Burdick President 5175632424 2017-10-16 1 Marc S Allen CPA P00738108 5177876503 2017-10-16 2015 2021-01-29 14:40:06Z X 13251 X X 62976 62976 1220444 3283602 1220444 1283420 1283420 0 0 0 1200 1200 0 9250 9250 0 3599 2299 0 20270 20270 0 34319 33019 0 3170151 3170151 3204470 33019 3170151 -1921050 1250401 42232 13251 13251 6582 1885487 0 0 1934301 13251 13251 0 0 X 100 100 2219112 2219112 -284911 -2205961 1934301 13251 1934301 13251 1934301 -1921050 0 13251 0 13251 PUBLICLY TRADED SECURITIES (CHARLES SCHWAB) P 237936 235893 2043 2043 PUBLICLY TRADED SECURITIES (CHARLES SCHWAB) P 3045666 1827265 1218401 1218401 1220444 0 159482 3130337 0.050947 125500 3110696 0.040345 129650 2843783 0.045591 128000 2592287 0.049377 118000 2539575 0.046464 0.232724 0.046545 2782356 129505 12504 142009 3170151 X 12504 0 12504 0 12504 12526 12526 X 22 0 0 0 0 0 0 0 0 0 0 1 1 1 MI 1 0 0 0 0 1 n/a DOUGLAS L BURDICK 5175632424 4251 HORTON ROAD JACKSON MI 49201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS BURDICK 4251 HORTON ROAD JACKSON MI 49201 PRESIDENT 0.10 0 0 0 CHARLES H AYMOND 6075 BROWNS LAKE ROAD JACKSON MI 49203 SECRETARY 0.10 0 0 0 JAMES A HILDRETH 1930 HERKIMER DRIVE JACKSON MI 49203 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 2214332 610395 0 2824727 0 0 2824727 42371 2782356 139118 139118 12504 12504 126614 0 126614 0 126614 3170151 0 3170151 12504 3157647 126614 143093 0 0 3170151 143093 0 0 126614 2900444 0 0 2900444 0 0 0 0 0 0 0 2900444 2900444 DOUGLAS L BURDICK 4251 HORTON ROAD JACKSON MI 49201 5175632424 INITIAL LETTER OF REQUEST - 1) EXPLAIN NEED 2) AMOUNT OF REQUEST 3) OTHER SOURCES YOU ARE REQUESTING FUNDS FROM FOR THIS PROJECT 4) LIST OF DIRECTORS 5) TAX EXEMPT LETTER 6) CURRENT FINANCIAL STATEMENT & OPERATING BUDGET ANNUALLY, OCTOBER 1, 201x IMMEDIATE JACKSON, MICHIGAN AREA WITH EXCEPTIONS CASCADES HUMANE SOCIETY 1515 CARMEN DRIVE JACKSON MI 49202 NONE 501 (C) (3) OPERATIONS 960000 ELLA SHARP MUSEUM OF ART AND HISTORY 3225 FOURTH STREET JACKSON MI 49203 NONE 501 (C) (3) OPERATIONS 790151 JACKSON FRIENDLY HOME 435 WEST NORTH STREET JACKSON MI 49202 NONE 501 (C) (3) OPERATIONS 400000 JACKSON INTERFAITH SHELTER 414 S BLACKSTONE JACKSON MI 49201 NONE 501 (C) (3) OPERATIONS 200000 JACKSON SYMPHONY ORCHESTRA ASSOCIATION 215 WEST MICHIGAN AVENUE JACKSON MI 49201 NONE 501 (C) (3) OPERATIONS 400000 JOHN GEORGE HOME INC 1501 E GANSON STREET JACKSON MI 49202 NONE 501 (C) (3) OPERATIONS 400000 MARRIAGE MATTERS 536 N JACKSON ST JACKSON MI 49201 NONE 501 (C) (3) OPERATIONS 5000 THE SHOP RAT FOUNDATION 11855 BUNKERHILL RD PLEASANT LAKE MI 49272 NONE 501 (C) (3) OPERATION 10000 YMCA STORER CAMPS 6941 STONEY LAKE ROAD JACKSON MI 49201 NONE 501 (C) (3) OPERATIONS 5000 3170151 0 14 62976 18 1220444 0 1283420 0 1283420 0 0 0 0 0 0 0 0 0 0 REHMANN 9250 9250 0 CASCADES HUMANE SOCIETY 1515 CARMEN DRIVE JACKSON MI 49202 FINAL CASH DISTRIBUTION 960000 ELLA SHARP MUSEUM OF ART AND HISTORY 3225 FOURTH STREET JACKSON MI 49203 FINAL CASH DISTRIBUTION 790151 JACKSON FRIENDLY HOME 435 WEST NORTH STREET JACKSON MI 49202 FINAL CASH DISTRIBUTION 400000 JACKSON INTERFAITH SHELTER 414 S BLACKSTONE JACKSON MI 49201 FINAL CASH DISTRIBUTION 200000 JACKSON SYMPHONY ORCHESTRA ASSOCIATION 215 WEST MICHIGAN AVENUE JACKSON MI 49201 FINAL CASH DISTRIBUTION 400000 JOHN GEORGE HOME INC 1501 E GANSON STREET JACKSON MI 49202 FINAL CASH DISTRIBUTION 400000 MARRIAGE MATTERS 536 N JACKSON ST JACKSON MI 49201 FINAL CASH DISTRIBUTION 5000 THE SHOP RAT FOUNDATION 11855 BUNKERHILL RD PLEASANT LAKE MI 49272 FINAL CASH DISTRIBUTION 10000 YMCA STORER CAMPS 6941 STONEY LAKE ROAD JACKSON MI 49201 FINAL CASH DISTRIBUTION 5000 CHARLES SCHWAB INSTITUTIONAL - ACCOUNT 2514-0369 0 0 A substantial contraction of the foundation has taken place duing the fiscal year ended November 30, 2016. The assets were distributed as listed in Part XV (Supplementary Information), 3a. Transactions that took place after the end of the fiscal year are as follows: Bank interest received - $6.44 IRS refund received - $768.77 Payment to Rehmann - ($1,500) Payment to IRS - ($12,526) MARCOUX ALLEN 1200 1200 0 INVESTMENT ADVISORIES 20270 20270 0 FOREIGN WITHHELD TAXES - CHARLES SCHWAB 2299 2299 0 EXCISE TAX 1300 0 0