2011-08-25T17:24:54-05:00 2010-12-31 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2010-01-01 300187652 YMCA FOUNDATION YMCA 3132675300 1401 BROADWAY BLVD SUITE 3A DETROIT MI 48226 JOANNE DUNN 3132675300 2011-08-22 1 2483522500 2010 2016-02-24 21:20:13Z REID THEBAULT 1401 BROADWAY BLVD SUITE 3A DETROIT MI 48226 9242373 0 X N/A X 2002 MI TO SUPPORT PROGRAMS AND ACTIVITIES DESIGNED TO ENHANCE CHARACTER, EDUCATION, COMMUNITY DEVELOPMENT, ARTS AND CULTURE, HEALTH, AND SOCIAL SERVICES FOR CHILDREN, FAMILIES AND COMMUNITIES, PRINCIPALLY THOSE CONDUCTED BY THE YMCA. 10 5 0 7 0 0 127124 195550 0 0 -1141156 122617 0 0 -1014032 318167 751929 1132359 0 0 0 0 0 0 0 48463 43654 800392 1176013 -1814424 -857846 13689668 14520390 0 0 13689668 14520390 X THE YMCA FOUNDATION (THE "FOUNDATION") IS A SUPPORT ORGANIZATION WHICH SUPPORTS PROGRAMS AND SERVICES ALIGNED WITH THE CHARITABLE PURPOSES OF THE YMCA OF METROPOLITAN DETROIT ("YMCA"), A SECTION 501(C)(3) ORGANIZATION WHICH QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDERS SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE CODE, AND OTHER PUBLIC CHARITIES THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE YMCA. THE FOUNDATION SUPPORTS PROGRAMS AND ACTIVITIES DESIGNED TO ENHANCE CHARACTER, EDUCATION, COMMUNITY DEVELOPMENT, ARTS AND CULTURE, HEALTH, AND SOCIAL SERVICES FOR CHILDREN, FAMILIES AND COMMUNITIES, PRINCIPALLY THOSE CONDUCTED BY THE YMCA. 0 0 1132359 1132359 FUNDS FROM THE YMCA FOUNDATION SUPPORT A MYRIAD OF YMCA BRANCH PRIORITIES FROM CAMPING SCHOLARSHIPS AT CAMP OHIYESA AND NISSOKONE, TO DAY CAMP SCHOLARSHIPS AT 13 BRANCHES ACROSS SOUTHEAST MICHIGAN TO THE MINORITY ACHIEVERS PROGRAMMING SERVING THE INNER CITY OF DETROIT. DESIGNATED GIFTS TO SEVERAL YMCA BRANCHES SUPPORT SPECIFIC PROGRAMS SUCH AS YMCA SWIM TEAMS AND LITERACY INITIATIVES IN ACCORDANCE WITH THE WISHES OF THE ORIGINAL DONORS. 1132359 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X X YMCA FOUNDATION 3132675300 1401 BROADWAY BLVD STE 3A DETROIT MI 48226 X REID THEBAULT 5.00 X X 0 416095 38765 JOANNE DUNN 5.00 X X 0 229783 30672 DANIEL MAIER 5.00 X X 0 169598 55209 RICHARD AGINIAN 1.00 X 0 0 0 MARITA S GROBBEL 1.00 X 0 0 0 LARRY L JOHNSON 1.00 X 0 0 0 JAY D GODFREY 1.00 X 0 0 0 JOHN CARTER 1.00 X 0 0 0 JOHN J HERN JR 1.00 X 0 0 0 BRAD M KREINER 1.00 X 0 0 0 0 815476 124646 0 0 1 0 0 195550 195550 240974 240974 8805849 8924206 -118357 -118357 -118357 318167 0 0 122617 1132359 1132359 CONSULTING FEES 43654 43654 1176013 1132359 43654 0 1300077 97051 10948493 12897644 1441098 1525695 13689668 14520390 0 0 X 7457715 8286437 6231953 6233953 13689668 14520390 13689668 14520390 X -857846 1688568 X X 0 1 1 X 0 X X X 0 0 0 YMCA OF METROPOLITAN DETROIT 381358055 7 1 1 1 1132359 1 1132359 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13689668 195550 1811185 1132359 43654 14520390 11819261 127124 2543675 751929 48463 13689668 18084062 757689 -5984364 1002520 35606 11819261 0.57100 0.42900 0.00000 1 0 0 ALTERNATIVE INVESTMENTS 1525695 F 1525695 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND OF THE YMCA OF METROPOLITAN DETROIT SUPPORTS A MYRIAD OF YMCA BRANCH PRIORITIES FROM CAMPING SCHOLARSHIPS AT CAMP OHIYESA AND NISSOKONE, TO DAY CAMP SCHOLARSHIPS AT 13 BRANCHES ACROSS SOUTHEAST MICHIGAN TO THE MINORITY ACHIEVERS PROGRAMMING SERVING THE INNER CITY OF DETROIT. DESIGNATED GIFTS TO SEVERAL YMCA BRANCHES SUPPORT SPECIFIC PROGRAMS SUCH AS YMCA SWIM TEAMS AND LITERACY INITIATIVES IN ACCORDANCE WITH THE WISHES OF THE ORIGINAL DONORS. 1 YMCA OF METROPOLITAN DETROIT 1401 BROADWAY BLVD STE 3A DETROIT MI 48226 381358055 501(C)(3) 1132359 TO SUPPORT A MYRIAD OF YMCA BRANCH PRIORITIES FROM CAMPING SCHOLARSHIPS AT CAMP OHIYESA AND NISSOKONE, TO DAY CAMP SCHOLARSHIPS AT 13 BRANCHES ACROSS SOUTHEAST MICHIGAN TO THE MINORITY ACHIEVERS PORGRAMMING SERVING THE INNER CITY OF DETROIT. DESIGNATED GIFTS TO SEVERAL YMCA BRANCHES SUPPORT SPECIFIC PORGRAMS SUCH AS YMCA SWIM TEAMS AND LITERACY INITIATIVES IN ACCORDANCE WITH THE WISHES OF THE ORIGINAL DONORS. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FUNDS GRANTED TO THE YMCA REPRESENT THE ANNUAL AMOUNT THE FOUNDATION BOARD APPROVES AS THE ANNUAL ALLOCATION TO SUPPORT GENERAL OPERATIONS. THIS AMOUNT IS TRANSFERRED TO THE YMCA AS A QUARTERLY PAYOUT. THE AMOUNT IS FURTHER ALLOCATED TO BRANCHES TO SUPPORT VARIOUS PROGRAMMING INITIATIVES, SUCH AS OUTREACH, DAY CAMP, SWIM TEAMS, AND LITERACY INITIATIVES. 0 0 0 0 0 0 0 0 0 REID THEBAULT 0 192368 0 184999 0 38728 0 27231 0 11534 0 454860 0 0 JOANNE DUNN 0 103024 0 98966 0 27793 0 21454 0 9218 0 260455 0 42201 DANIEL MAIER 0 132947 0 18938 0 17713 0 46543 0 8666 0 224807 0 0 FORM 990, PART VI, SECTION A, LINE 2 REID THEBAULT, JOANNE DUNN, DANIEL MAIER, JOHN J. HERN JR, RICHARD AGINIAN, MARITA GROBBEL, LARRY JOHNSON AND JOHN CARTER ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER DUE TO THEIR ROLES AS BOARD MEMBERS OR OFFICIERS OF THE YMCA OF METROPOLITAN DETROIT, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE YMCA OF METROPOLITAN DETROIT. A DRAFT VERSION OF THE FORM 990 IS THEN EMAILED TO ALL BOARD MEMBERS. THE BOARD MEMBERS ARE GIVEN A SPECIFIC NUMBER OF DAYS IN WHICH TO RESPOND WITH ANY QUESTIONS OR COMMENTS. A FINAL COPY OF THE RETURN IS EMAILED TO ALL BOARD MEMBERS. AFTER THE COMPLETION OF THE AUDIT COMMITTEE REVIEW AND THE BOARD REVIEW THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE COMPLETED ANNUALLY. THROUGHOUT THE YEAR BOARD MEMBERS ARE REMINDED THAT IF A NEW CONFLICT ARISES TO NOTIFY THE ORGANIZATION IMMEDIATELY. STAFF REVIEW ALL CONFLICT OF INTEREST POLICIES AND DOCUMENT POTENTIAL CONFLICTS AND FOLLOW UP AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION: FORM 990, PART VII, LINE 1A(B) REID S. THEBAULT, SECRETARY - DEVOTED AN AVERAGE OF 50 HOURS PER WEEK TO THE YMCA OF METROPOLITAN DETROIT, A RELATED ORGANIZATION. JOANNE DUNN - DEVOTED AN AVERAGE OF 50 HOURS PER WEEK TO THE YMCA OF METROPOLITAN DETROIT, A RELATED ORGANIZATION. DAN MAIER - DEVOTED AN AVERAGE OF 50 HOURS PER WEEK TO THE YMCA OF METROPOLITAN DETROIT, A RELATED ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,688,568. FORM 990, PART XII, QUESTION 2C: THE FOUNDATION'S FINANCIAL INFORMATION IS INCLUDED IN THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN DETROIT AND SUBSIDIARY AND AFFILIATE'S AUDITED FINANCIAL STATEMENTS. THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN DETROIT'S AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15 AND SCHEDULE J, PART I, LINE 3 THE FOUNDATION'S TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON THE YMCA OF METROPOLITAN DETROIT, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THESE INDIVIDUALS. YMCA OF METROPOLITAN DETROIT 1401 BROADWAY BLVD STE 3A DETROIT MI 48226 381358055 TO BUILD STRONG KIDS, STRONG FAMILIES, AND STRONG COMMUNITIES. MI 501 (C)(3) 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0