FIFTH THIRD CHARITABLE GIFT FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FIFTH THIRD CHARITABLE GIFT FUND (EIN 65-1259308)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-13
IRS object ID
201730449349301638
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-13T13:11:25-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 Cambridge Ct Ste 500AddressLine1Txt
CityAuburn HillsCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651259308EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL GULLEDGEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8774051091PhoneNum
Signature2017-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE M HUISMANNPreparerPersonNm
PTINP00053811PTIN
Phone2483757100PhoneNum
Preparation2017-02-07PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRACHEL GULLEDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000-3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48275ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,055,438GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2005FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO RECEIVE AND ADMINISTER FUNDS FOR DISTRIBUTIONS TO EXEMPT ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,933,923PYContributionsGrantsAmt
CY Contributions Grants$5,382,877CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,455,943PYInvestmentIncomeAmt
CY Investment Income$121,277CYInvestmentIncomeAmt
PY Other Revenue$780,462PYOtherRevenueAmt
CY Other Revenue$319,276CYOtherRevenueAmt
PY Total Revenue$13,170,328PYTotalRevenueAmt
CY Total Revenue$5,823,430CYTotalRevenueAmt
PY Grants And Similar Paid$10,120,742PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,005,300CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,299,023PYOtherExpensesAmt
CY Other Expenses$717,908CYOtherExpensesAmt
PY Total Expenses$11,419,765PYTotalExpensesAmt
CY Total Expenses$7,723,208CYTotalExpensesAmt
PY Revenues Less Expenses$1,750,563PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,899,778CYRevenuesLessExpensesAmt
Total Assets BOY$45,078,352TotalAssetsBOYAmt
Total Assets EOY$42,634,987TotalAssetsEOYAmt
Total Liabilities BOY$10,038,565TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,941,664TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,039,787NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,693,323NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE COMERICA CHARITABLE TRUST IS ORGANIZED EXCLUSIVELY FOR THE PURPOSE OF RECEIVING AND ADMINISTERING FUNDS TO MAKE DISTRIBUTIONS TO ORGANIZATIONS WHICH QUALIFY AS EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE 501(C)(3). THE ORGANIZATION ENABLES DONORS TO CREATE A CHARITABLE ACCOUNT THAT CAN EITHER BE A DONOR ADVISED ACCOUNT, DONOR DESIGNATED ACCOUNT, OR CHARITABLE GIFT ANNUITY CONTRACT. GIFTS OR GRANTS MADE TO OTHER CHARITIES, WHICH QUALIFY AS TAX-EXEMPT ORGANIZATIONS, ARE DISBURSED FROM EACH ACCOUNT BY ADVISEMENT FROM THE DONOR, DESIGNATION OF SPECIFIC CHARITIES SELECTED BY THE DONOR, OR AT THE ORGANIZATION'S DISCRETION FOR THOSE CONTRIBUTIONS OVER WHICH IT HAS RETAINED VARIANCE POWER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,005,300ExpenseAmt
Grant$7,005,300GrantAmt
DescDISTRIBUTIONS TO QUALIFIED CHARITIESDesc
Total Program Service Expenses$7,005,300TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable DistributionsYes (1)TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRACHEL GULLEDGEPersonNm
Phone3132223018PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

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

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

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

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 W LAFAYETTE MC 3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENTServicesDesc
Compensation$460,915CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,382,877AllOtherContributionsAmt
Noncash Contributions$3,843,413NoncashContributionsAmt
Total Contributions$5,382,877TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$800,514TotalRevenueColumnAmt
Exclusion$800,514ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,552,771SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,232,008SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$679,237SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$679,237TotalRevenueColumnAmt
Exclusion-$679,237ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
ADMINISTRATIVE FEES561000$314,345$314,345
OTHER INCOME900099$4,931$4,931
FieldValueIRS element (for citing)
Other Revenue Total$319,276OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,823,430TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$440,553ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,966,439TotalAmt
Program Services$6,966,439ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$38,861TotalAmt
Program Services$38,861ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,451TotalAmt
Management And General$49,451ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$74,732TotalAmt
Management And General$74,732ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$460,915TotalAmt
Management And General$460,915ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,187TotalAmt
Management And General$29,187ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$100,051TotalAmt
Management And General$100,051ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
TAXES$2,924$2,924
MISCELLANEOUS$648$648

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,723,208TotalAmt
Program Services$7,005,300ProgramServicesAmt
Management And General$717,908ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,794,413BOYAmt
EOY$5,290,245EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$35,191EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,765,738BOYAmt
EOY$36,804,954EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$518,201BOYAmt
EOY$504,597EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$45,078,352BOYAmt
EOY$42,634,987EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,086EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,038,565BOYAmt
EOY$8,933,578EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,038,565BOYAmt
EOY$8,941,664EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,203,652BOYAmt
EOY$31,204,713EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,836,135BOYAmt
EOY$2,488,610EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,039,787BOYAmt
EOY$33,693,323EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,078,352BOYAmt
EOY$42,634,987EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,899,778ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$120,073NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$433,241OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,769,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,090,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,346,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,933,923CurrentTaxYearMinus1YearAmt
Current Tax Year$5,382,877CurrentTaxYearAmt
Total$67,523,069TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,769,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,090,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,346,869CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,933,923CurrentTaxYearMinus1YearAmt
Current Tax Year$5,382,877CurrentTaxYearAmt
Total$67,523,069TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$20,485,841SubstantialContributorsTotAmt
Public Support Total170$47,037,228PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$206,823CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$345,876CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$565,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$720,933CurrentTaxYearMinus1YearAmt
Current Tax Year$800,514CurrentTaxYearAmt
Total$2,639,488TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$242,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$320,144CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$526,228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$780,462CurrentTaxYearMinus1YearAmt
Current Tax Year$319,276CurrentTaxYearAmt
Total$2,188,800TotalAmt
FieldValueIRS element (for citing)
Total Support$72,351,357TotalSupportAmt
Public Support CY1700.65010PublicSupportCY170Pct
Public Support PY1700.64930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held109DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$5,382,877DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$7,005,301DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$41,620,898DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$474,301
DONOR DESIGNATED FUNDS$8,459,277
FieldValueIRS element (for citing)
Total Liability$8,933,578TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,840,806TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$120,073NetUnrealizedGainsInvstAmt
Revenue Not Reported$120,073RevenueNotReportedAmt
Revenue Subtotal$5,720,733RevenueSubtotalAmt
Other Revenues Not Included$102,697OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$102,697RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,823,430TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,187,270TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,187,270ExpensesSubtotalAmt
Other Expenses Not Included$535,938OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$535,938ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,723,208TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:ASC guidance regarding accounting for uncertainty in income taxes clarifies the accounting for income taxes by prescribing the minimum recognition threshold income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based upon technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. At June 30, 2016 and 2015, there were no uncertain tax positions that required accrual.
Part XI, Line 4b - Other Adjustments:CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS 102,697.
Part XII, Line 4b - Other Adjustments:GRANTS FROM DONOR DESIGNATED FUNDS 535,938.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (129 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
A Contemporary Theatre Inc
700 Union StreetSeattleWA981012330910787792501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Acres of Diamonds
26326 NE Kennedy DrDuvallWI98019911684691501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Agnes Scott College
141 E College AveDecaturGA300303797580566116501(C)(3)$100,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Alcuin School
6144 Churchill WayDallasTX75230751175632501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
All Saints Episcopal School
2695 S SW LoopTylerTX75701751520564501(C)(3)$17,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Alverno College
3400 South 43rd StreetMilwaukeeWI53234390806263501(C)(3)$112,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
American Endowment Foundation
1521 Georgetown Road Suite 104HudsonOH44236341747398501(C)(3)$947,434TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
American Enterprise Institute for Public Policy Research
1150 17th Street NWWashingtonDC20036530218495501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
American Fund for Charities
1000 N West Street Suite 1200WilmingtonDE19801522109597501(C)(3)$2,230,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
American Martyrs School
1701 Laurel AveManhattan BeachCA90266952276946501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
American National Red Cross
5297 Aero DriveSanta RosaCA95403530196605501(C)(3)$11,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Anderson Center for Interdisciplinary Studies Inc
163 Tower View DriveRed WingMN55066411792770501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Arapaho United Methodist Church
1400 West Arapaho RoadRichardsonTX75080756088657501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Auburn University Foundation
317 South College StreetAuburnAL368495170636022422501(C)(3)$100,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Bethlehem Lutheran Church of Minneapolis
4100 Lyndale Avenue SouthMinneapolisMN55409410705832501(C)(3)$11,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Book It Repertory Theatre
158 Thomas StSeattleWA98109911514734501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Boys & Girls Club of Metro Atlanta Inc
1275 Peachtree St NE Suite 600AtlantaGA30309580566123501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Brenham Christian Academy
2111 S Blue Bell RoadBrenhamTX77833300047117501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Bridge Fund
23530 Peppermill CtBonita SpringsFL34134454745677501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Cameroon Health and Education Fund
PO Box 330Rapid CitySD57709203407099501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Center for Family Health
505 N Jackson StreetJacksonMI49201383251354501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Chamber Music Charleston
PO Box 80072CharlestonSC294160072061778633501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Charleston Academy of Music
189 Rutledge Avenue 2nd FloorCharlestonSC29403010739765501(C)(3)$6,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Charleston Symphony Orchestra
2133 North Hillside DriveCharlestonSC29407576000192501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Children's Community School
14702 Sylvan StVan NuysCA91411953901313501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Christ Episcopal Church
118 S Bois D Arc AvenueTylerTX75702750926758501(C)(3)$17,900TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Church of the Highlands Inc
4700 Highlands WayBirminghamAL35210631258442501(C)(3)$148,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Church of the Incarnation
3966 McKinney AveDallasTX75204750808771501(C)(3)$142,917TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
College and Career Access Center of Jackson
1072 Jackson CrossingJacksonMI49202271441054501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
College of Charleston Foundation
66 George StreetCharlestonSC294240001237069236501(C)(3)$22,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Cornell University
130 E Seneca Street Suite 400IthacaNY14850150532082501(C)(3)$20,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Cranbrook Educational Community
PO Box 801Bloomfield HillsMI48303382015048501(C)(3)$11,714TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Detroit Zoological Society
9450 W 10 Mile RoadRoyal OakMI480673001386027356501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Divine Savior Holy Angels High School
4257 N 100th StMilwaukeeWI53222390929898501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Edgecombe Community College Foundation
2009 W Wilson StreetTarboroNC27886561350722501(C)(3)$8,036TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Family Service & Children's Aid
330 W Michigan AveJacksonMI49201386088382501(C)(3)$7,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Fidelity Investments Charitable Gift Fund
100 Crosby ParkwayCovingtonKY41015110303001501(C)(3)$23,060TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
FIRST MENNONITE CHURCH OF DENVER
430 W 9TH AVEDENVERCO80204501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Forsyth Dental Infirmary for Children
245 First Street Suite 1700CambridgeMA02142042104230501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Fred Hutchinson Cancer Research Center
1100 Fairview Ave N Suite J6-330SeattleWA98109237156071501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Free Bikes 4 Kidz
755 Dickey Lake DriveLong LakeMN55356271199089501(C)(3)$14,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Friends of the Sheldon Memorial Auditorium
PO Box 157Red WingMN55066363576032501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Georges River Land Trust
8 North Main Street Suite 200RocklandME04841010424837501(C)(3)$9,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Georgia Center for Child Advocacy
PO Box 17770AtlantaGA30316581762069501(C)(3)$15,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Gilman School
5407 Roland AvenueBaltimoreMD21210520591604501(C)(3)$15,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Global Media Outreach
7160 Dallas Parkway Ste 200PlanoTX75024841720344501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Guthrie Theater Foundation
818 South 2nd StreetMinneapolisMN55415410854160501(C)(3)$17,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Here I Am Orphan Ministries
346 Stone Hill Drive St 5BrenhamTX77833203479522501(C)(3)$66,750TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Hirshberg Foundation for Pancreatic Cancer Research
2990 S Sepulveda Blvd Suite 200CLos AngelesCA90064954640311501(C)(3)$5,250TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
HOLY ROSARY CATHOLIC CHURCH
1416 GEORGE STREETROSENBERGTX77833501(C)(3)$45,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Hope 4 Kids International - Arizona
PO Box 74010PhoenixAZ85087471686704501(C)(3)$50,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Independence Fund Inc
PO Box 680370CharlotteNC28216260322088501(C)(3)$16,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Jackson Community Food Pantry
701 GreenwoodJacksonMI49203274629440501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Jackson Friendly Home
435 W North StreetJacksonMI49202381367314501(C)(3)$8,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Jackson Symphony Orchestra Association
215 West Michigan AvenueJacksonMI49201382146747501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
John George Home
1501 E Ganson StJacksonMI49202381347563501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
La Sierra University
4500 Riverwalk ParkwayRiversideCA925157247330413730501(C)(3)$50,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Leader Dogs for the Blind
1039 S Rochester RoadRochester HillsMI483073115381366931501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Little Bit Foundation
2300 Clark AveSt LouisMO63103200126713501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Mayo Clinic Rochester
200 First Street SWRochesterMN55905411937751501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Memorial Sloan Kettering Cancer Center
1275 York AveNew YorkNY10065912154267501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Mercy Home for Boys & Girls
1140 West Jackson BlvdChicagoIL60607362171726501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Michigan Advocacy Program
540 N Jackson StJacksonMI49201381845444501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
MICHIGAN TECHNOLOGICAL UNIVERSITY
1400 TOWNSEND DRIVEHOUGHTONMI49931SECTION 115$5,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Michigan Wildlife Habitat Foundation
PO Box 398BathMI48808382303728501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
MUSKEGON RESCUE MISSION
1715 PECK STMUSKEGONMI49441383525239501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Nash Community College Foundation
PO Box 7488Rocky MountNC27804581587982501(C)(3)$8,036TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
National Philanthropic Trust
165 Township Line Road Suite 150JenkintownPA19046237825575501(C)(3)$140,096TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Next Generation Men Inc
185 Montag Circle NE Unit 453AtlantaGA303075539471865064501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Nonprofit Network
536 N JacksonJacksonMI49201383444092501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
North Carolina Central University Foundation Inc
1801 Fayetteville StreetDurhamNC27707237410301501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
North Carolina Wesleyan College
3400 N Wesleyan BlvdRocky MountNC27804560686603501(C)(3)$24,109TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Northgate Community Pride Foundation
PO Box 31652Walnut CreekCA94598680426679501(C)(3)$8,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Olivet College
320 S Main StreetOlivetMI49076381459365501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Operation Graduation
6689 Orchard Lake Rd 344West BloomfieldMI48322272308036501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Operation Homefront
1355 Central Parkway South SuiteSan AntonioTX78232320033325501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT100
Oregon Shakespeare Festival Association
PO Box 158AshlandOR975209901930407022501(C)(3)$6,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Park Century School
3939 Landmark StreetCulver CityCA90232952539719501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Partners Across Cultures
801 W Bardin RoadArlingtonTX76017203655021501(C)(3)$61,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Peppermint Ridge
825 Magnolia AveCoronaCA92879952409851501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Pigeon River Country Association Inc
PO Box 122GaylordMI49734383442714501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Planned Parenthood Federation of America
434 West 33rd StreetNew YorkNY10001131644147501(C)(3)$5,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Planned Parenthood Mid and South Michigan
950 Victors Way Suite 100Ann ArborMI48108381707521501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Prager University Foundation
15021 Ventura Blvd 552Sherman OaksCA91403271763901501(C)(3)$50,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Proctor Academy
PO Box 500AndoverNH03216020222179501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Project Hopeful NFP
PO Box 1464WheatonIL601871464261349669501(C)(3)$30,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
QUEEN OF ALL SAINTS CATHOLIC CHURCH
2390 GRANT STCONCORDCA94520501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Red Wing Family YMCA
434 Main StreetRed WingMN55066410695614501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Refuge Foundation
PO Box 1857BillingsMT59103263581501501(C)(3)$85,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
S M Wright Foundation
9213 Sovereign RowDallasTX75247311613179501(C)(3)$6,400TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Saint Martin de Porres High School
6111 Lausche AvenueClevelandOH44103522401852501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Salvation Army Eastern Michigan Division
16130 Northland DriveSouthfieldMI48075381370971501(C)(3)$7,650TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Seattle Repertory Theatre
PO Box 900923SeattleWA981099982910756535501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Sharefest Community Development Inc
3480 Torrance Blvd Suite 110TorranceCA90503205651596501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Shriners Hospitals for Children
PO Box 31356TampaFL336313356362193608501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Southern Methodist University
PO Box 750100DallasTX752750100750800689501(C)(3)$100,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Spoleta Festival USA
14 George StreetCharlestonSC294011524570660848501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
St Ignatius of Antioch
3351 Contra Loma BlvdAntiochCA94509942590611501(C)(3)$15,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
ST JOHN BOSCO HIGH SCHOOL
13640 BELLFLOWER BLVDBELLFLOWERCA90706501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
St John Vianney
1755 North Calhoun RdBrookfieldWI53005391699310501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
St Mary's Doran Foundation
200 Jefferson Ave SEGrand RapidsMI49503381779602501(C)(3)$35,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
St Norbert College
100 Grant StDe PereWI54115391399196501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
St Paul's Episcopal Church
309 S Jackson StJacksonMI49201381358005501(C)(3)$30,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
ST PIUS X PARISH
3937 WILSON AVE SWGRANDVILLEMI49418501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Temple Beth David
6100 Hefley StreetWestminsterCA92683952490786501(C)(3)$7,750TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Texas A & M Foundation
916H Richardson 3116 TAMUCollege StationTX778433116742245072501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
The Salvation Army
8787 N Stemmons Fwy Suite 800DallasTX75247132923701501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
The Seeing Eye Inc
PO Box 375MorristownNJ079630375221539721501(C)(3)$68,425TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Tomche Shabbos of Rockland County
78 College RoadMonseyNY10952133694712501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Trident United Way
PO Box 63305North CharlestonSC29419570314378501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Trinity Presbyterian Church
10101 W Ann Arbor RoadPlymouthMI48170382319093501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Trustees of Phillips Academy
180 Main StreetAndoverMA01810042103579501(C)(3)$50,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Tyler Rose Museum
PO Box 8224TylerTX75711751913304501(C)(3)$46,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
UCLA Foundation
10920 Wilshire Boulevard Suite 900Los AngelesCA90024952250801501(C)(3)$12,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Union Gospel Mission
3211 Irving RoadDallasTX75247756003612501(C)(3)$15,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
United Methodist Family Services of Virginia
3900 W Broad StreetRichmondVA23230540505969501(C)(3)$7,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
United Way of Jackson County
536 North Jackson StreetJacksonMI49201381368341501(C)(3)$25,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
University at Buffalo
12 Capen HallBuffaloNY14260160865182501(C)(3)$15,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
University of Colorado Foundation
13001 E 17th PlaceAuroraCO80045846049811501(C)(3)$55,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRIVE STOP 8373GRAND FORKSND58202SECTION 115$5,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
University of Notre Dame
1100 Grace HallNotre DameIN465565612350868188501(C)(3)$23,250TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
University of Washington Foundation
Box 359505SeattleWA981959505943079432501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
UNIVERSITY OF WISCONSIN - MADISON
333 EAST CAMPUS MALL SUITE 10501MADISONWI537151383SECTION 115$5,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
University of Wisconsin Foundation
1848 University AvenueMadisonWI53726390743975501(C)(3)$11,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Walnut Way Conservation Corp Charitable Org
2240 North 17th StreetMilwaukeeWI53205392007850501(C)(3)$20,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Washington DC Jewish Community Center Inc
1529 Sixteenth St NWWashingtonDC20036521398151501(C)(3)$5,500TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
WASHINGTON HEBREW CONGREGATION
3935 MACOMB ST NWWASHINGTONDC20016501(C)(3)$11,940TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
Wayne State University
540 East Canfield Suite 1369 ScottDetroitMI48201386028429501(C)(3)$50,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANTHall
WINGS for Kids
476 Meeting Street Ste ECharlestonSC29403571055054501(C)(3)$10,000TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT
FieldValueIRS element (for citing)
Total501c3 Org129Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS TO INDIVIDUALSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$38,861CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$3,843,413NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11TAX RETURN IS REVIEWED BY THE MANAGEMENT OVERSIGHT COMMITTEE PRIOR TO BEING FILED.
Form 990, Part VI, Section B, line 12cMEMBERS OF THE MANAGEMENT OVERSIGHT COMMITTEE ARE ASKED TO REPORT SUCH CONFLICTS, IF ANY, ON AN ANNUAL BASIS. IF A CONFLICT WAS DISCLOSED AND THAT CONFLICT WAS PERTINENT TO A VOTING MATTER, THAT COMMITTEE MEMBER WOULD BE ASKED TO REFRAIN FROM VOTING. IF THE CONFLICT WAS NOT PERTINENT TO THE VOTING MATTER, THE COMMITTEE MEMBER WOULD BE ALLOWED TO VOTE.
Form 990, Part VI, Section C, line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
Form 990, Part XI, line 9:GRANTS FROM DONOR DESIGNATED FUNDS 535,938. CONTRIBUTIONS FROM DONOR DESIGNATED FUNDS -102,697.
FORM 990, PART XII, LINE 2C:THERE WERE NO CHANGES IN OVERSIGHT OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COMERICA LEGACY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 W LAFAYETTE MC 3420AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
EIN942833444EIN
Primary ActivitiesBENEFIT OR CARRY OUT THE PURPOSES OF THE COMERICA CHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLine 11a, IPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMERICA LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeQTransactionTypeTxt
Involved$152,482InvolvedAmt
Method Of Amount DeterminationACTUALMethodOfAmountDeterminationTxt

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