ACHESON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ACHESON FAMILY FOUNDATION (EIN 20-5449358)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349103314
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:07:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 DIVERSION STREET SUITE 400 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205449358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHESON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHE | BusinessNameControlTxt |
| Phone | 2483106040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 BOWERS ST PO BOX 1206 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE BRAKORA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2483106040 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY TIETZ | PreparerPersonNm |
| PTIN | P01340094 | PTIN |
| Phone | 2486595300 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,771,647 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,961 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,502 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,251 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,251 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,955 | CashBOYAmt |
| Cash EOY | $45,772 | CashEOYAmt |
| Cash EOYFMV | $45,772 | CashEOYFMVAmt |
| Other Investments BOY | $1,545,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,517,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,725,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,549,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,771,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,549,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,562,979 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,549,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,549,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,562,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,549,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $759 | OtherIncreasesAmt |
| Subtotal | $1,562,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | P | $268,840 | $213,920 | $54,920 | $54,920 |
| PUBLICY TRADED SECURITIES | P | $529,118 | $489,077 | $40,041 | $40,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,682 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,682 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,032 | OverpaymentAmt |
| Applied To ES Tax | $2,032 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARIANNE BRAKORA | IndividualWithBooksNm |
| Phone | 2487037382 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 BOWERS ST PO BOX 1206 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H ACHESON | ||||||||
| 1221 BOWERS ST PO BOX 1206 | BIRMINGHAM | MI | 48012 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADELE F ACHESON | ||||||||
| 1221 BOWERS ST PO BOX 1206 | BIRMINGHAM | MI | 48012 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARCI DESCHNER RESIGNED 3312025 | ||||||||
| 1221 BOWERS ST PO BOX 1206 | BIRMINGHAM | MI | 48012 | SECRETARY, TREASURER, AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIANNE BRAKORA EFFECTIVE 3312025 | ||||||||
| 1221 BOWERS ST PO BOX 1206 | BIRMINGHAM | MI | 48012 | SECRETARY, TREASURER, AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,642,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,681,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,681,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,656,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,650 | TotalTaxAmt |
| Distributable Before Adj | $81,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,791 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $219,070 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $179,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,735 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $582,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $607,249 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $219,070 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $388,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,676 | ExcessFromYear4Amt |
| Excess From Year3 | $133,141 | ExcessFromYear3Amt |
| Excess From Year2 | $50,735 | ExcessFromYear2Amt |
| Excess From Current Year | $24,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL H ACHESON | ContributingManagerNm |
| Contributing Manager | ADELE F ACHESON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEYOND BASICS | |||||||
| 18000 W NINE MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | LITERACY | $2,500 |
| BRILLIANT DETROIT | |||||||
| 5675 LARKINS ST | DETROIT | MI | 48210 | NONE | PC | EDUCATIONAL | $5,000 |
| DETROIT PBS | |||||||
| 48325 ALPHA DRIVE SUITE 150 | WIXOM | MI | 48393 | NONE | PC | EDUCATIONAL | $10,000 |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEAST MICHIGAN | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PC | FOOD AVAILABILITY | $10,000 |
| CRANBROOK | |||||||
| PO BOX 901 | BLOOMFIELD HILLS | MI | 48303 | NONE | PC | EDUCATIONAL | $50,000 |
| HENRY FORD HEALTH SYSTEM | |||||||
| 1 FORD PLACE 5A | DETROIT | MI | 48202 | NONE | PC | EDUCATIONAL | $10,000 |
| CITY YEAR | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PC | EDUCATIONAL | $5,000 |
| HEALTH NETWORK FOUNDATION | |||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | NONE | PC | EDUCATIONAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $815 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,502 | Amt |
| Net Investment Income | $3,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,251 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 700 SHS. RTX CORPORATION | AT COST | $60,116 | $128,380 |
| 200 SHS. SCHLUMBERGER | AT COST | $12,558 | $7,676 |
| 165 SHS. UNITY SOFTWARE | AT COST | $1,170 | $7,288 |
| 47295.936 SHS. AAM/HIMCO SHORT DURATION I | AT COST | $469,595 | $479,581 |
| 200 SHS. APPLIED MATERIALS | AT COST | $36,796 | $51,398 |
| 100 SHS. LULULEMON ATHLETICA INC | AT COST | $21,927 | $20,781 |
| 1602 SHS. ISHARES RUSSELL MIDCAP G ETF | AT COST | $200,391 | $219,378 |
| 1174 SHS. VANGUARD SM CAP GROWTH ETF | AT COST | $299,816 | $354,677 |
| 300 SHS. KKR & CO INC CL A | AT COST | $42,195 | $38,244 |
| 100 SHS. META PLATFORMS INC CL A | AT COST | $72,837 | $66,009 |
| 200 SHS. MICROSOFT CORP | AT COST | $100,187 | $96,724 |
| 200 SHS. NATERA INC COM | AT COST | $32,496 | $45,818 |
| 700 SHS. SEMTECH CORP | AT COST | $32,319 | $51,583 |
| 350 SHS. TERADYNE INC | AT COST | $32,477 | $67,746 |
| 200 SHS. WIX COM LTD | AT COST | $32,406 | $20,778 |
| 764 SHS. STATE STREET SPDR BLOOMBERG | AT COST | $69,921 | $69,814 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS LICENSES AND PERMITS | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN FUND BALANCE | Desc |
| Amt | $759 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,376 | Amt |
| Net Investment Income | $8,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |