FIFTH THIRD CHARITABLE GIFT FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FIFTH THIRD CHARITABLE GIFT FUND (EIN 65-1259308)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-09
- IRS object ID
- 201233149349301823
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T15:38:47-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381910111 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MI INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27725 STANSBURY SUITE 210 | AddressLine1 |
| City | FARMINGTON HILLS | City |
| State | MI | State |
| ZIP Code | 48334 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651259308 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COME | NameControl |
| Phone | 8774051091 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST NO 100 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER L KELLY | Name |
| Title | PRESIDENT | Title |
| Phone | 8774051091 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HEATHER RASCHKE | Name |
| PTIN | P00052763 | PTIN |
| Phone | 2483550280 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER L KELLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST NO 100 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19075319 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO RECEIVE AND ADMINISTER FUNDS FOR DISTRIBUTIONS TO EXEMPT ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 0 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4520913 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 12769200 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 311189 | InvestmentIncomePriorYear |
| Investment Income Current Year | 123912 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 167028 | OtherRevenuePriorYear |
| Other Revenue Current Year | 242690 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4999130 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13135802 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1291161 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2498274 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 343716 | OtherExpensePriorYear |
| Other Expenses Current Year | 354889 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1634877 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2853163 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3364253 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10282639 | RevenuesLessExpensesCY |
| Total Assets BOY | 10374426 | TotalAssetsBOY |
| Total Assets EOY | 21653334 | TotalAssetsEOY |
| Total Liabilities BOY | 1047021 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9273717 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9327405 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12379617 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COMERICA CHARTIABLE 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2498274 | Expense |
| Description | DISTRIBUTIONS TO QUALIFIED CHARITIES | Description |
| Total Program Service Expense | 2498274 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 0 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT DROGS | NamePerson |
| Telephone Number | 8774051091 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Institutional TrusteeInstitutionalTrustee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| COMERICA BANK AND TRUST NA | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| GREGORY SCHUPRA | ||||||
| CHAIRMAN-MANAGEMENT OVERSIGHT COMMITTEE | 20.00 | 0 | 0 | 0 | X | |
| WILLIAM BUCKLEY | ||||||
| TREASURER-MANAGEMENT OVERSIGHT COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| MICHAEL GOELLNITZ | ||||||
| SECRETARY-MANAGEMENT OVERSITE COMMITTEE | 1.00 | 0 | 0 | 0 | X | |
| CCHRISTOPHER KELLY | ||||||
| PRESEIDENT | 1.00 | 0 | 0 | 0 | X | |
| SCOTT DROGS | ||||||
| VICE PRESIDENT & CFO | 1.00 | 0 | 0 | 0 | X | |
| MITCHELL KOSTER | ||||||
| VICE PRESIDENT, MARKETING | 1.00 | 0 | 0 | 0 | X | |
| THOMAS DIETERS | ||||||
| VICE PRESIDENT, DONOR RELATIONS | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK AND TRUST NA | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 154810 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 12769200 | AllOtherContributions |
| Noncash Contributions | 7373306 | NoncashContributions |
| Total Contributions | 12769200 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206823 | TotalRevenueColumn |
| Exclusion | $206,823 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5856606 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5939517 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -82911 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -82911 | TotalRevenueColumn |
| Exclusion | -$82,911 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 242690 | TotalRevenueColumn |
| Exclusion | $242,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 242690 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13135802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $366,602 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2498274 | Total |
| Program Services | 2498274 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70639 | Total |
| Management And General | 70639 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284250 | Total |
| Management And General | 284250 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2853163 | Total |
| Program Services | 2498274 | ProgramServices |
| Management And General | 354889 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2040024 | BOY |
| EOY | 3083927 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8334402 | BOY |
| EOY | 18562030 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7377 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10374426 | BOY |
| EOY | 21653334 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1047021 | BOY |
| EOY | 9273717 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1047021 | BOY |
| EOY | 9273717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8865297 | BOY |
| EOY | 11836803 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462108 | BOY |
| EOY | 542814 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9327405 | BOY |
| EOY | 12379617 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10374426 | BOY |
| EOY | 21653334 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10282639 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7230427 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2935988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 983298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2307393 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4520913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5603355 | CurrentTaxYear |
| Total | 16350947 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2935988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 983298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2307393 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4520913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5603355 | CurrentTaxYear |
| Total | 16350947 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 16350947 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 128521 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 166024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206823 | CurrentTaxYear |
| Total | 680358 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 86096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167028 | CurrentTaxYearMinus1Year |
| Current Tax Year | 242690 | CurrentTaxYear |
| Total | 598993 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 17630298 | TotalSupport |
| Public Support Pertcentage170 | 0.92740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 6 | NumberDAFsHeld |
| Donor Advised Contributions | 7238400 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 239506 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 8563482 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $710,235 |
| DONOR DESIGNATED FUNDS | $8,563,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9273717 | TotalOfAmounts |
| Total Revenue | 13135802 | TotalRevenue |
| Total Expenses | 2853163 | TotalExpenses |
| Excess Or Deficit For Year | 10282639 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7973 | NetUnrealizedGLOnInvestments |
| Other | -$7,238,400 | OtherAmount |
| Total Adjustments | -7230427 | TotalAdjustments |
| Excess Or Deficit Per FS | 3052212 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5905375 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7973 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 7973 | RevenueNotRptdF990 |
| Revenue Subtotal | 5897402 | RevenueSubtotal |
| Other Revenues Not Included | 7238400 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7238400 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13135802 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2853163 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2853163 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2853163 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2012 AND 2011, THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRED ACCRUAL. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO DONOR DESIGNATED FUNDS -7,238,400. | |
| OTHER REVENUE INCLUDED ON FORM 990 (PART XII, LINE 4B) - $7,238,400 CONTRIBUTION TO DONOR DESIGNATED FUNDS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (103 entries)
| IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|
| AMERICAN FRIENDS OF YESHIVAS TIFERES | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| BAY CLIFF HEALTH CAMP | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| BOYS & GIRLS CLUBS OF METRO ATLANTA | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CAPITAL REPERTORY COMPANY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CITY MISSION OF SCHENECTADY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| DANIALS DEN | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| EASTSIDE ACADEMY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| FIRST REFORMED CHURCH OF | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| FOOD PANTRIES FOR THE CAPITAL | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| FRIENDS OF THE IDF | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| GLOBAL NETWORK FOUNDATION | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| HEALTHY SMILES HEALTHY CHILDREN | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| HOPEWELL UNITED METHODIST CHURCH | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| HUNGER ACTION NETWORK OF | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| KEREN AHAVAS CHESED | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| KIPP METRO ATLANTA | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| LOWELL COMMUNITY HEALTH CENTER | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MAYO CLINIC | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MEET THE NEED MINISTRIES | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MUSIC MOBILE | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| NATURE CONSERVANCY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| OLD SONGS | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| PATH FOUNDATION | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| PLANNED PARENTHOOD MOHAWK | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| RAINIER SCHOLARS | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| REGIONAL FOOD BANK OF N E NY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SAINT MARTIN OF TOURS | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SCHENECTADY INNER CITY MINISTRY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SEATTLE REPERTORY THEATRE | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SH'OR YOSHOV | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SH'OR YOSHUV INSTITUTE | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SUNNYVIEW HOSPITAL | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| TEACH FOR AMERICA | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| THE BADDOUR CENTER | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| TOMCHEI SHABBOS-YAD HESHAYA | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| UNIVERSITY OF COLORADO FOUNDATION | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| USA OUTREACH | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| WINGS OF MERCY | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| YWCA | ||
| 501(C)(3) | 5000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| UNIVERSITY OF MICHIGAN | ||
| 501(C)(3) | 5500 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| OREGON SHAKESPEAR FESTIVAL | ||
| 501(C)(3) | 6000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| TRINITY EPC | ||
| 501(C)(3) | 6000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SM WRIGHT FOUNDATION SM WRIGHT FOUNDATION | ||
| 501(C)(3) | 6384 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| PLYMOUTH HOUSING GROUP | ||
| 501(C)(3) | 7000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ROCKY MOUNTAIN INSTITUTE | ||
| 501(C)(3) | 7000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ACT THEATRE | ||
| 501(C)(3) | 7500 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| YESHIVA GEDOLAH OF THE FIVE TOWNS | ||
| 501(C)(3) | 7500 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CHURCH OF THE HOLY CROSS EPISCOPAL CHURCH | ||
| 501(C)(3) | 8000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| DOMESTIC ABUSE VIOLENCE | ||
| 501(C)(3) | 8000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| THE SCHENECTADY FOUNDATION | ||
| 501(C)(3) | 8000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| EASTGATE PTA | ||
| 501(C)(3) | 9000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| YOUTH EASTSIDE SERVICES | ||
| 501(C)(3) | 9000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| BEDFORD STUYVESANT YMCA | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| BEREAN BAPTIST CHURCH | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| BOOK-IT REPERTORY THEATRE | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CASTLE HILL COUNTRY DAY SCHOOL | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ELLIS HOSPITAL FOUNDATION | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| GATEWAYS ORGANIZATION | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| GEORGIA CENTER FOR CHILD ADVOCACY | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| HERITAGE COLLEGE | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MICHIGAN WILDLIFE CONSERVANCY | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MUSKEGON RESCUE MISSION | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| NORTHWEST HARVEST | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SCHENECTADY FAMILY HEALTH | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ST PHILIPS EPISCOPAL CHURCH | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ST VINCENT FERRER CHURCH | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ST BARNABAS EPISCOPAL CHURCH | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| THE FRIENDS OF BARNABAS FOUNDATION | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| UNITED METHODIST FAMILY SERVICES | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| WHITMAN COLLEGE | ||
| 501(C)(3) | 10000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||
| 501(C)(3) | 11000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| 180 DEGREES MINISTRIES | ||
| 501(C)(3) | 12000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| NORTHWEST KIDNEY CENTERS | ||
| 501(C)(3) | 12000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| QUEEN OF ALL SAINTS SCHOOL | ||
| 501(C)(3) | 12600 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||
| 501(C)(3) | 13000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| TEMPLE BETH DAVID OF ORANGE COUNTY | ||
| 501(C)(3) | 13400 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| AMERICAN FRIENDS OF YESHIVAS | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CANTON COMMUNITY FOUNDATION | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| JACKIE ROBINSON FOUNDATION | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MESIVTA YESHIVA RABBI CHAIM BERLIN | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| NEW YORK FOUNDATION FOR THE ARTS (NYFA) | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| PAGE AHEAD | ||
| 501(C)(3) | 15000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| OGAMAW HILLS FREE METHODIST CHURCH | ||
| 501(C)(3) | 17000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CHAI LIFELINE | ||
| 501(C)(3) | 18000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ADRIAN COLLEGE | ||
| 501(C)(3) | 20000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CENTER FOR INDEPENDENT THOUGHT | ||
| 501(C)(3) | 20000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| COMMUNITY PRESBYTERIAN CHURCH OF | ||
| 501(C)(3) | 20559 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SEPHARDIC FOOD FUND | ||
| 501(C)(3) | 24000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| WOMAN'S CLUB OF ALBANY | ||
| 501(C)(3) | 24000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ARAPAHO UNITED METHODIST CHURCH | ||
| 501(C)(3) | 25000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| FRIENDS OF THE LOS GATOS PUBLIC | ||
| 501(C)(3) | 25000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MI APPELLATE BENCH BAR CONFERENCE FOUNDATION | ||
| 501(C)(3) | 25000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| OPTIONS FOR CHILDREN IN ZAMBIA | ||
| 501(C)(3) | 25000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| MICHIGAN STATE UNIVERSITY | ||
| 501(C)(3) | 28000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| KUPAT HA'IR | ||
| 501(C)(3) | 50000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| OPERATION GRADUATION | ||
| 501(C)(3) | 70000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| CONSUMERS UNION OF UNITED STATES | ||
| 501(C)(3) | 90881 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| ALVERNO COLLEGE | ||
| 501(C)(3) | 100000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SPORTSQUEST FAMILY CENTER | ||
| 501(C)(3) | 100000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| YMCA | ||
| 501(C)(3) | 100000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| YMCA OF THE ROCKIES | ||
| 501(C)(3) | 155000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
| SPORTSQUEST | ||
| 501(C)(3) | 690000 | TO SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION THAT IS RECEIVING THE GRANT. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EXEMPT STATUS OF PROSPECTIVE GRANT RECIPIENT IS VERIFIED BEFORE GRANTS ARE APPROVED. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7373306 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TAX RETURN IS REVIEWED BY THE MANAGEMENT OVERSIGHT COMMITTEE PRIOR TO BEING FILED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 7,973. CONTRIBUTIONS TO DONOR DESIGNATED FUNDS -7,238,400. TOTAL TO FORM 990, PART XI, LINE 5: -7,230,427. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 1 | FORM 990 IS PREPARED ON THE ACCRUAL METHOD OF ACCOUNTING TO MATCH THE AUDITED FINANCIAL STATEMENTS. | |
| PART XII, LINE 2C | THERE WERE NO CHANGES IN OVERSIGHT OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA LEGACY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N MAIN ST SUITE 100 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942833444 | EIN |
| Primary Activities | BENEFIT OR CARRY OUT THE PURPOSES OF THE COMERICA CHARITABLE TRUST | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA LEGACY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 78839 | AmountInvolved |
| Method Of Amt Determination | ACTUAL | MethodOfAmtDetermination |
Comments