ELSA U PARDEE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELSA U PARDEE FOUNDATION (EIN 38-6065799)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202441299349101969
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T12:25:47-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GRATIOT RD | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486386035 | 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 | 386065799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA U PARDEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELSA | BusinessNameControlTxt |
| Phone | 9898323691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2767 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48641 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C LAUDERBACH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9898323691 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | LAUDERBACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN B HUNT | PreparerPersonNm |
| PTIN | P01830636 | PTIN |
| Phone | 9894975300 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
| 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 | $94,338,938 | 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 |
| Dividends Rev And Expnss | $2,154,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,151,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,879,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $512,387 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $143,229 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$4,996 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,497 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,659,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,679,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $143,229 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,034 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,034 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $193 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $192 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,291 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $65,749 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $417,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $417,757 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $46,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,347 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,669 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,109 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $599,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $441,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,696,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,696,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,295,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $441,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,823,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,636,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,238,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,229 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,784,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,700,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,700,451 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,985 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $12,454,339 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,864,256 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,926,574 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,264,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,462,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,785,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,587,972 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,486,721 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,133,085 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,149,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,238,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,793,136 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $69,243,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,752,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,338,938 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,850,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $750,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $2,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,850,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $752,015 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $67,393,314 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,000,490 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,393,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,000,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,243,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,752,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,393,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,636,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,243,229 | OtherIncreasesAmt |
| Subtotal | $66,000,490 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $66,000,490 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $78,877,467 | $78,367,246 | $510,221 | $510,221 |
| K-1S | P | $2,166 | $2,166 | $2,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $512,387 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,112 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,112 | SubtotalAmt |
| Tax Based On Investment Income | $31,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,758 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,758 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,646 | OverpaymentAmt |
| Applied To ES Tax | $1,646 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PARDEEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JULIE FOYE | IndividualWithBooksNm |
| Phone | 9898323691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 W MAIN | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| GAIL E LANPHEAR | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | PRESIDENT | 0.77 | $0 | $0 | $0 |
| LAURIE G BOUWMAN | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | SECRETARY | 0.77 | $0 | $0 | $0 |
| LISA J GERSTACKER | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | VP/A TREAS | 0.29 | $0 | $0 | $0 |
| WILLIAM C LAUDERBACH | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | TREASURER | 1.35 | $0 | $0 | $0 |
| MARY M NEELY | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | DIRECTOR EME | 0.10 | $0 | $0 | $0 |
| WILLIAM D SCHUETTE | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | TRUSTEE | 0.19 | $0 | $0 | $0 |
| MICHAEL WOOLHISER | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | VICE PRESIDE | 1.35 | $0 | $0 | $0 |
| WILLIAM G SCHUETTE | ||||||||
| PO BOX 2767 | MIDLAND | MI | 48641 | TRUSTEE | 0.19 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO | |||||
| 80 STATE STREET | ALBANY | NY | 12207 | INVEST. SERVICE | $261,496 |
| WILLIAM BLAIR | |||||
| 222 WEST ADAMS STREET | CHICAGO | IL | 60606 | INVEST. SERVICE | $99,285 |
| CAPITAL GUARDIAN TRUST CO | |||||
| 333 S HOPE STREET 53RD FLOOR | LOS ANGELES | CA | 90071 | INVEST. SERVICE | $53,003 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,772,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,019,055 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $91,019,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,365,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,653,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,482,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,482,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,112 | TotalTaxAmt |
| Distributable Before Adj | $4,451,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $143,229 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,594,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,594,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,823,240 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,823,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,594,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,696,487 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,823,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,696,487 | AppliedToYear1Amt |
| Applied To Current Year | $126,753 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,468,052 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELSA U PARDEE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN JULIE FOYE | AddressLine1Txt |
| Address Line2 | 812 W MAIN | AddressLine2Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9898323691 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR FUNDS SHOULD BE SUBMITTED ELECTRONICALLY THROUGH PARDEEFOUNDATION.ORG. ADDITIONAL REQUIRED INFORMATION IS DISCLOSED ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE DISCLOSED ANNUALLY ON THE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED GENERALLY TO THE CURE AND CONTROL OF CANCER IN THE UNITED STATES. THE FOUNDATION PARTICULARLY WELCOMES INNOVATIVE, SMALL-SCALE, SHORT-TERM PROJECTS WHICH MAY BE DIFFICULT TO FUND ELSEWHERE. THE FOUNDATION GENERALLY DOES NOT FUND BUILDINGS, SCHOLARSHIPS, FUND-RAISING OR EQUIPMENT (OTHER THAN EQUIPMENT USED IN A SPECIFIC PROJECT). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2767 | AddressLine1Txt |
| City | MIDLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $4,696,487 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,696,487 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,151,991 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $512,387 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP LOSS PER BOOKS | 14 | -$21,406 | ||
| PLAINS ALL AMERICAN | 900099 | $913 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $913 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,658,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,659,382 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANDREWS HOOPER PAVLIK | $30,873 | $10,291 | $20,582 |
| YEO & YEO | $45,167 | $45,167 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| WELLS FARGO |
| INVESTMENT MANAGEMENT FEES |
| WILLIAM BLAIR |
| INVESTMENT MANAGEMENT FEES |
| CAPITAL GUARDIAN TRUST CO |
| INVESTMENT MANAGEMENT FEES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENTS | BondNm |
| EOY Book Value | $8,486,721 | EOYBookValueAmt |
| EOYFMV | $8,133,085 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENTS | StockNm |
| EOY Book Value | $37,462,117 | EOYBookValueAmt |
| EOYFMV | $65,785,692 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,864,256 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,926,574 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD PROPERTY LP SERIES A | AT COST | $100,000 | $100,000 |
| BROOKFIELD PROPERTY LP SERIES B | AT COST | $150,000 | $150,000 |
| ENTERPRISE PRODUCTS PARTNERS | AT COST | $30,220 | $30,220 |
| MUTUAL FUNDS - SEE ATTACHED | AT COST | $2,958,740 | $2,512,916 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARNER NORCROSS & JUDD | CategoryTxt |
| Legal Fees | $385 | LegalFeesAmt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $192 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISC EXPENSES | $29,869 | $29,869 |
| INSURANCE | $1,240 | $1,240 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM K-1S | $15,497 | $15,497 |
| PARTNERSHIP LOSS PER BOOKS | -$21,406 | |
| PLAINS ALL AMERICAN | $913 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT FUNDS RETURNED | $143,229 |
| DECREASE IN GRANTS AUTHORIZED BUT NOT PAID | $1,100,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $2,015 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAPITAL GUARDIAN TRUST CO | $53,003 | $53,003 |
| WELLS FARGO | $261,496 | $261,496 |
| WILLIAM BLAIR | $99,285 | $99,285 |
| HUNTINGTON BANK | $3,973 | $3,973 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $31,000 | ||
| FOREIGN TAXES | $13,347 | $13,347 | |
| PAYROLL TAXES | $1,669 | $1,669 |