MILNER HOTELS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MILNER HOTELS FOUNDATION (EIN 81-3340826)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349103050
Schema version
2025v4.1
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)
Return2026-05-11T13:04:13-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382622899PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PREDHOMME & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480096232ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813340826EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILNER HOTELS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILNBusinessNameControlTxt
Phone2485401040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J PREDHOMMEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2485401040PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PREDHOMMEPreparerPersonNm
PTINP00011558PTIN
Phone2485401040PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,722,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$802,147DividendsRevAndExpnssAmt
Dividends Net Invst Incm$802,147DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$935,711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,561,050GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$931,011CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,737,858TotalRevAndExpnssAmt
Total Net Invst Incm$1,733,158TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$66,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$23,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$42,900CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,640AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,324AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,316AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$187,216OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$187,216OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,947TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,927TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$309,817TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$221,581TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60,236TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,660,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,660,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,969,817TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$221,581TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,720,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$231,959ExcessRevenueOverExpensesAmt
Net Investment Income$1,511,577NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,686,458SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,112,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,112,836SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$6,225,755USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,751,021USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,785,703USGovtObligationsEOYFMVAmt
Corporate Stock BOY$14,104,487CorporateStockBOYAmt
Corporate Stock EOY$21,447,577CorporateStockEOYAmt
Corporate Stock EOYFMV$26,963,684CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,321,233CorporateBondsBOYAmt
Corporate Bonds EOY$2,796,822CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,860,720CorporateBondsEOYFMVAmt
Total Assets BOY$31,337,933TotalAssetsBOYAmt
Total Assets EOY$31,108,257TotalAssetsEOYAmt
Total Assets EOYFMV$36,722,943TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$31,337,933RetainedEarningBOYAmt
Retained Earning EOY$31,108,257RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$31,337,933TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,108,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,337,933TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,108,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,337,933TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$231,959ExcessRevenueOverExpensesAmt
Other Increases$2,283OtherIncreasesAmt
Subtotal$31,108,257SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,108,257TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$22,561,050GrossSalesPriceAmt
Cost Or Other Basis$21,630,039CostOrOtherBasisAmt
Gain Or Loss$931,011GainOrLossAmt
Gains Minus Excess Or Losses$931,011GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$931,011CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,011InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,011SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,011TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$35,441EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,441TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,430OverpaymentAmt
Applied To ES Tax$14,430AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL J PREDHOMMEIndividualWithBooksNm
Phone2485401040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48009ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J PREDHOMME
260 E BROWN STREET SUITE 320BIRMINGHAMMI48009PRESIDENT, TREASURER5.00$33,000$0$0
BARBARA K DROMKE
260 E BROWN STREET SUITE 320BIRMINGHAMMI48009SECRETARY5.00$33,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORIENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET STE 100AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48009ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$172,924CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,622,167AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,140,787AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,762,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,762,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$551,444CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,211,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,810,576MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,810,576MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,011TaxBasedOnInvestmentIncomeAmt
Total Tax$21,011TotalTaxAmt
Distributable Before Adj$1,789,565DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,789,565DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,789,565DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,720,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,720,236QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,789,565DistributableAsAdjustedAmt
Undistributed Income PY$1,712,084UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,720,236QualifyingDistributionsAmt
Applied To Year1$1,712,084AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,781,413UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DETROIT HISTORICAL SOCIETY
5401 WOODWARD AVENUEDETROITMI48202NONEPCGENERAL OPERATING SUPPORT$100,000
DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVENUEDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$50,000
DETROIT OPERA THEATRE
1526 BROADWAYDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$50,000
DETROIT POLICE ATHLETIC LEAGUE
1680 MICHIGAN AVENUEDETROITMI48216NONEPCGENERAL OPERATING SUPPORT$50,000
DETROIT SYMPHONY ORCHESTRA
3711 WOODWARD AVENUEDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$50,000
DETROIT ZOOLOGICAL SOCIETY
8450 W 10 MILE RDROYAL OAKMI48067NONEPCGENERAL OPERATING SUPPORT$50,000
EVANS SCHOLAR FOUNDATION
ONE BRIAR ROADGOLFIL60029NONEPCGENERAL OPERATING SUPPORT$50,000
EVANS SCHOLAR FOUNDATION
ONE BRIAR ROADGOLFIL60029NONEPCUNIVERSITY OF MICHIGAN SCHOLARSHIP HOUSE$250,000
FIDELITY CHARITABLE
PO BOX 770001CINCINNATIOH45277NONEPCGENERAL OPERATING SUPPORT$75,000
MUSIC HALL
350 MADISON AVENUEDETROITMI48226NONEPCGENERAL OPERATING SUPPORT$50,000
OLD NEWSBOYS' GOODFELLOW FUND DETROIT
P O BOX 44444DETROITMI48244NONEPCGENERAL OPERATING SUPPORT$50,000
THE DETROIT ATHLETIC CLUB FOUNDATION
241 MADISON AVENUEDETROITMI48226NONEPCCHIEF'S TABLE$110,000
THE DETROIT ATHLETIC CLUB FOUNDATION
241 MADISON AVENUEDETROITMI48226NONEPCEMPLOYEE SCHOLARSHIP$150,000
THE GROSSE POINTE WAR MEMORIAL
32 LAKE SHORE DRIVEGROSSE POINTE FARMSMI48236NONEPCGENERAL OPERATING SUPPORT$50,000
THE HUNDRED CLUB OF DETROIT
P O BOX 1018FENTONMI48430NONEPCGENERAL OPERATING SUPPORT$25,000
TUNNELS TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL OPERATING SUPPORT$30,000
URBAN RENEWAL INITIATIVE FOUNDATION
15115 E JEFFERSONGROSSE POINTE PARKMI48230NONEPCCENTER FOR PERFORMING ARTS$250,000
WOUNDED WARRIOR PROJECT
P O BOX 758516TOPEKAKS66675NONEPCGENERAL OPERATING SUPPORT$15,000
DETROIT PUBLIC THEATRE
3960 THIRD AVENUEDETROITMI48201NONEPCGENERAL OPERATING SUPPORT$25,000
RACQUET UP DETROIT
6530 OUTER DRIVE WDETROITMI48235NONEPCGENERAL OPERATING SUPPORT$50,000
MICHIGAN ARMED FORCES
2581 WORLD GATEWAY PLACEDETROITMI48242NONEPCGENERAL OPERATING SUPPORT$20,000
VFW POST 4650
8311 WILSON DRIVESHELBY TOWNSHIPMI48316NONEPCGENERAL OPERATING$10,000
WAYNE LOCAL SCHOOL DISTRICT
625 DAYTON ROADWAYNESVILLEOH45068NONEPCGENERAL OPERATING$25,000
MCLAREN MACOMB FOUNDATION
1000 HARRINGTON BOULEVARDMOUNT CLEMENSMI48043NONEPCGENERAL OPERATING$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,660,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1EVANS SCHOLAR FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BRIAR ROADAddressLine1Txt
CityGOLFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60029ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeUNIVERSITY OF MICHIGAN SCHOLARSHIP HOUSEGrantOrContributionPurposeTxt
Amt$250,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$250,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$802,147ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$935,711ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,737,858ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,737,858TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX FEESCategoryTxt
Amt$26,640Amt
Net Investment Income$9,324NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,316DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE & GOV'T BONDS - DETAIL AVAILABLE UPON REQUESTBondNm
EOY Book Value$2,796,822EOYBookValueAmt
EOYFMV$2,860,720EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS - DETAIL AVAILABLE UPON REQUEST$21,109,996$26,963,684
BOOK COST ADJUSTMENT$337,581$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,751,021USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,785,703USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$2,283Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY AND CUSTODY FEESCategoryTxt
Amt$187,216Amt
Net Investment Income$187,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JEANNE MILNER PIERRONG CRAT (2017)
260 E BROWN STREET SUITE 320BIRMINGHAMMI48009
EARLE RONALD MILNER IRREVOCABLE TRUST (2021)
260 E BROWN STREET SUITE 320BIRMINGHAMMI48009

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE OF MICHIGAN FILING FEE$20$0$20
FOREIGN TAX$1,927$1,927$0
EXCISE TAX$28,000$0$0

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