MICKEY SHAPIRO CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MICKEY SHAPIRO CHARITABLE TR (EIN 30-6068151)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-03-05
IRS object ID: 202440659349100009
Schema version: 2023v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-05T09:49:32-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	382517534	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BERGER GHERSI & LADUKE PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 EAST LONG LAKE ROAD STE 135	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	483042374	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	306068151	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICKEY SHAPIRO CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MICK	BusinessNameControlTxt
Phone	2488512700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31550 NORTHWESTERN HIGHWAY 220	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48334	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICKEY SHAPIRO	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2488512700	PhoneNum
Signature	2024-02-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICKEY	PersonFirstNm
Person Last	SHAPIRO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID V BERGER	PreparerPersonNm
PTIN	P00163328	PTIN
Phone	2483333680	PhoneNum
Preparation	2024-02-08	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,490,485	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$44,804	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$44,804	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,573	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,573	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$3,144	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$49,176	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,044,233	TotalRevAndExpnssAmt
Total Net Invst Incm	$47,377	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
Other Expenses Rev And Expnss	$38	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$38	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$830,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$830,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$830,338	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$830,300	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$213,895	ExcessRevenueOverExpensesAmt
Net Investment Income	$47,377	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,226,510	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,490,485	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,490,485	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$50,080	CorporateStockBOYAmt
Corporate Stock EOY	$0	CorporateStockEOYAmt
Corporate Stock EOYFMV	$0	CorporateStockEOYFMVAmt
Total Assets BOY	$1,276,590	TotalAssetsBOYAmt
Total Assets EOY	$1,490,485	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,490,485	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	$1,276,590	RetainedEarningBOYAmt
Retained Earning EOY	$1,490,485	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,276,590	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,490,485	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,276,590	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,490,485	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,276,590	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$213,895	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,490,485	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,490,485	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COLUMBIA FLOATING RATE	P	2017-01-04	2023-08-29	$45,619	$48,815	-$3,196	-$3,196
COLUMBIA FLOATING RATE	P	2022-08-31	2023-08-29	$3,557	$3,505	$52	$52

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$3,144	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$659	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$659	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$659	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$184	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	$184	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$475	TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MICKEY SHAPIRO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2488512700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	31550 NORTHWESTERN HWY STE 200	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48334	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

Field	Value	IRS element (for citing)
Person	MICKEY SHAPIRO	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	31550 NORTHWESTERN HWY STE 200	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48334	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$27,580	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,078,243	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,105,823	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,105,823	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,587	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,089,236	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$54,462	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$54,462	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$659	TaxBasedOnInvestmentIncomeAmt
Total Tax	$659	TotalTaxAmt
Distributable Before Adj	$53,803	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$53,803	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$53,803	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$830,300	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$830,300	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$53,803	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$675,618	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$679,758	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$644,054	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$751,766	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$721,392	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,472,588	TotalExcessDistributionCyovAmt
Qualifying Distributions	$830,300	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$53,803	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$776,497	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,249,085	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	$675,618	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,573,467	ExcessDistriCyovToNextYrAmt
Excess From Year4	$679,758	ExcessFromYear4Amt
Excess From Year3	$644,054	ExcessFromYear3Amt
Excess From Year2	$751,766	ExcessFromYear2Amt
Excess From Year1	$721,392	ExcessFromYear1Amt
Excess From Current Year	$776,497	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MICKEY SHAPIRO	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF B NAI LEVY FOUNDATION
5417 18TH AVENUE	BROOKLYN	NY	11204	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$50,000
AMERICAN SOCIETY FOR YAD VASHEM INC
500 FIFTH AVENUE 42ND FLOOR	NEW YORK	NY	10110	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$20,000
ANTI-DEFAMATION LEAGUE
605 3RD AVENUE	NEW YORK	NY	10158	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$200,000
BARBARA ANN KARMANOS CANCER INSTITUTE
4100 JOHN R	DETROIT	MI	48201	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$25,000
CHABAD OF SCOTTSDALE
10215 N SCOTTSDALE RD	SCOTTSDALE	AZ	85253	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$1,000
CLEVELAND CLINIC FOUNDATION
PO BOX 931517	CLEVELAND	OH	44197	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$140,000
COMMERCE CHABAD
4718 HALF PENNY COURT	COMMERCE	MI	48388	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$10,000
DEFEAT THE LABEL
3110 NORTHWESTERN HWY	FARMINGTON HILLS	MI	48334	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$10,000
FERRIS STATE UNIVERSITY
820 CAMPUS DRIVE-ASC1016B	BIG RAPIDS	MI	49307	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$100,000
FRIENDS OF THE SABAN COMMUNITY CLINIC
8405 BEVERLY BLVD	LOS ANGELES	CA	90048	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$5,000
JEWISH HOSPICE AND CHAPLIANCY NETWORK
6555 W MAPLE ROAD	WEST BLOOMFIELD	MI	48322	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$25,000
PROGRAM FOR HOLOCAUST SURVIVOR & FAMILIES
6710 WEST MAPLE ROAD	WEST BLOOMFIELD	MI	48322	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$10,000
RENEE PICHE FOUNDATION
3105 ERIC DR	WHITE LAKE	MI	48383	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$200
SIGMA ALPHA MU FOUNDATION
PO BOX 7096	INDIANAPOLIS	IN	46207	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$1,000
THE ST LOUIS CENTER
16195 OLD US-12	CHELSEA	MI	48118	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$3,000
UNIVERSITY OF MICHIGAN - MICHIGAN MEDICINE DEVELOPMENT
777 E EISENHOWER BLVDSTE 650	ANN ARBOR	MI	48108	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$100
USC SHOAH FOUNDATION INSTITUTE
1150 SOUTH OLIVE ST SUITE 2000	LOS ANGELES	CA	90015	NONE	501(C)(3)	CHARITABLE WITHOUT RESTRICTIONS	$230,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$830,300	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	$44,804	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,573	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$3,144	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$47,377	ExclusionAmt
Related Or Exempt Function Incm	-$3,144	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,233	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	NONE	RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	MICKEY SHAPIRO	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	31550 NORTHWESTERN HWY	AddressLine1Txt
City	FARMINGTON HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48334	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	POSTAGE	Desc
Revenue And Expenses Per Books	$38	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt