BOSCH COMMUNITY FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOSCH COMMUNITY FUND (EIN 45-4020765)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-18
- IRS object ID
- 202213229349100416
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-18T14:01:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 380425840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK HILL PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 S OLD WOODWARD AVE STE 200 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454020765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSCH COMMUNITY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSC | BusinessNameControlTxt |
| Phone | 2488766729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38000 HILLS TECH DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN BUSHNELL OWSLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2488766729 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | BUSHNELL OWSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MALLORY A KALLABAT | PreparerPersonNm |
| PTIN | P01847265 | PTIN |
| Phone | 2486429692 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,314,378 | 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 | $4,861,020 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $133,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,709 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $98,709 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,093,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,472 | 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 Prof Fees Rev And Expnss | $48,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,789,421 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,789,421 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,838,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,789,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,254,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,052 | CashBOYAmt |
| Cash EOY | $1,387,742 | CashEOYAmt |
| Cash EOYFMV | $1,387,742 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,663,088 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,416,228 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,409,387 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $903,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,065,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,373,679 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,879,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,080,810 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,073,555 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,175 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,766,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,020,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,314,378 | 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 | $4,766,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,020,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,766,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,020,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,766,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,020,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,766,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,254,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,020,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,020,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STIFEL GAINS | PropertyDesc |
| Sold | 2021-12-31 | SoldDt |
| Gain Or Loss | $98,709 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $98,709 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,709 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,183 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,183 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,952 | OverpaymentAmt |
| Applied To ES Tax | $2,952 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN OWSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488766729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38000 HILLS TECH DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MAXIMILIANE STRAUB | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| GEORGE BERG | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JEROME BARNES | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | TREASURER | 0.50 | $0 | $0 | $0 |
| CHRISTINE WAACK | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KATHLEEN OWSLEY | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| JERRY SMITH | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KAREN FOLGER | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MIKE MCCORMICK | ||||||||
| 38000 HILLS TECH DRIVE | FARMINGTON HILLS | MI | 48331 | TRUSTEE | 0.50 | $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 | $195,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,231 | TotalTaxAmt |
| Distributable Before Adj | $6,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,789,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,789,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,601,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,745,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,937,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,424,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,095,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,804,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,789,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,782,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,587,300 | 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 | $3,601,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,985,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,745,454 | ExcessFromYear4Amt |
| Excess From Year3 | $4,937,843 | ExcessFromYear3Amt |
| Excess From Year2 | $4,424,939 | ExcessFromYear2Amt |
| Excess From Year1 | $5,095,236 | ExcessFromYear1Amt |
| Excess From Current Year | $2,782,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4H OF BEAUFORT COUNTY | |||||||
| 155-A AIRPORT RD | WASHINGTON | NC | 27889 | NONE | PC | ECO + STEM | $20,000 |
| ALHAMBRA ELEMENTARY SCHOOL DISTRICT | |||||||
| 4510 N 37 AVE | PHOENIX | AZ | 85049 | NONE | GOVERNMENTAL | ECO + STEM ROBOTICS INITIATIVE | $24,800 |
| BACA ROLLING HILLS CHAPTER | |||||||
| PO BOX 1241 | FLORENCE | KY | 41022 | NONE | PC | STEM | $1,000 |
| BOY SCOUTS OF AMERICA- | |||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75038 | NONE | PC | STEM | $7,500 |
| BOY SCOUTS OF THE COASTAL | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 28590 | NONE | PC | STEM | $25,000 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY | |||||||
| 877 NW 61ST | FORT LAUDERDALE | FL | 33309 | NONE | PC | STEM | $15,000 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 111 E LAS OLAS BLVD 11TH FLOOR | FORT LAUDERDALE | FL | 33301 | NONE | PC | STEM | $5,000 |
| BROWARD EDUCATION FOUNDATION | |||||||
| 600 SE 3RD AVE | FORT LAUDERDALE | FL | 33301 | NONE | PC | STEM | $10,045 |
| CALEDONIA ENRICHED | |||||||
| 8948 KRAFT AVE SE | CALEDONIA | MI | 49316 | NONE | PC | RESA | $3,000 |
| CALVIN COLLEGE | |||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | ECO + STEM | $6,500 |
| CAMPBELL COUNTY SCHOOLS | |||||||
| 101 ORCHARD LANE | ALEXANDRIA | KY | 41001 | NONE | GOVERNMENTAL | STEM WORKSHOP | $16,308 |
| CANOPY | |||||||
| 3921 E BAYSHORE | PALO ALTO | CA | 94303 | NONE | PC | ECO + STEM | $15,000 |
| CARNEGIE INSTITUTE | |||||||
| 550 STEPHENSON HWY STE 100 | TROY | MI | 48083 | NONE | PC | STEM | $12,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | THE STEM EXCELLENCE ENDORSEMENT | $8,000 |
| CENTERLINE PUBLIC SCHOOLS | |||||||
| 26400 ARSENAL | CENTERLINE | MI | 48015 | NONE | GOVERNMENTAL | ECO + STEM | $11,424 |
| CENTRAL NOBLE COMMUNITY SCHOOLS | |||||||
| 302 COUGAR CT | ALBION | IN | 46701 | NONE | GOVERNMENTAL | ECO + STEM | $14,197 |
| CHARLESTON PROMISE NEIGHBORHOOD | |||||||
| 1834 SUMMERVILLE | CHARLESTON | SC | 29405 | NONE | PUBLIC CHARITY | NEIGHBORHOOD INIATIVES | $15,000 |
| CHILDREN'S MUSIC WORKSHOP | |||||||
| PO BOX 69 | STEVENSVILLE | MI | 49127 | NONE | PC | STEM | $7,230 |
| CRAVEN SCHOOL DISTRICT | |||||||
| 3600 TRENT RD | NEW BERN | NC | 28562 | NONE | GOVERNMENTAL | STEM | $43,145 |
| CRAVEN SMART START INC | |||||||
| 2111-F NEUSE BLVD | NEW BERN | NC | 28560 | NONE | PUBLIC CHARITY | STEM | $10,000 |
| DISTRICT 214 EDUCATION FOUNDATION | |||||||
| 2121 S GOEBBERT | ARLINGTON HEIGHTS | IL | 60005 | NONE | PUBLIC CHARITY | VARIOUS EDUCATIONAL GRANTS | $33,488 |
| DORCHESTER ECONOMIC DEVELOPMENT CORP | |||||||
| 594 COLUMBIA | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | STEM IMMERSION PROGRAM | $10,000 |
| DORCHESTER SCHOOL DISTRICT 4 | |||||||
| 500 COUNTY RD S-18-61 | ST GEORGE | SC | 29477 | NONE | GOVERNMENTAL | STEM | $12,110 |
| EAST HIGH SCHOOL | |||||||
| 1801 MAIN ST E | ROCHESTER | NY | 14609 | NONE | GOVERNMENTAL | STEM | $7,500 |
| EAST NOBLE SCHOOL CORPORATION | |||||||
| 126 W RUSH ST | KENDALLVILLE | IN | 46755 | NONE | GOVERNMENTAL | STEM AND ROBOTICS | $27,571 |
| EASTERN CAROLINA YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 100 YMCA LN | NEW BURN | NC | 28560 | NONE | PC | YMCA FINANCIAL ASSISTANCE PROGRAM | $25,000 |
| EDUCATION TRUST INC | |||||||
| 1501 K STREET SUITE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | DUCATION TRUST-MIDWEST'S CENTER FOR EXCELLENCE IN TEACHING AND LEARNING (CETL), | $25,000 |
| FAIRPORT CENTRAL SCHOOL DISTRICT | |||||||
| 38 W CHURCH ST | FAIRPORT | NY | 14450 | NONE | GOVERNMENTAL | STEM | $7,500 |
| FARMINGTON FAMILY YMCA | |||||||
| 28100 FARMINGTON RD | FARMINGTON HILLS | MI | 48334 | NONE | PUBLIC CHARITY | STEM AND FOOD PROGRAM IN SUMMER CAMP | $15,000 |
| FARMINGTON FRIENDS OF THE LIBRARY | |||||||
| 32737 W 12 MILE RD | FARMINGTON HILLS | MI | 48334 | NONE | CHARITY | LIBRARY ACCESS TO ALL | $14,047 |
| FARMINGTON HILLS FRIENDS OF THE PARK | |||||||
| 31555 W 11 MILE RD | FARMINGTON HILLS | MI | 48336 | NONE | PUBLIC CHARITY | STEM IN NATURE | $179,000 |
| FARMINGTON PUBLIC SCHOOLS | |||||||
| 32500 SHIAWASSEE | FARMINGTON | MI | 48336 | NONE | GOVERNMENTAL | INNOVATION ACTION SPACES | $60,000 |
| FAULK ELEMENTARY SCHOOL | |||||||
| 908 VANDERBILT | WEST MEMPHIS | AR | 72301 | NONE | GOVERNMENTAL | ADVANCED ROBOTICS | $10,000 |
| FIRST | |||||||
| 200 BEDFORD | MANCHESTER | NH | 03101 | NONE | PUBLIC CHARITY | BOSCH ED&I SUPPORT AND ROBOT KITS | $68,200 |
| FITZGERALD PUBLIC SCHOOLS | |||||||
| 23200 RYAN | WARREN | MI | 48091 | NONE | GOVERNMENTAL | STEM OPPORTUNITIES | $10,306 |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| 777 GLADES | BOCA RATON | FL | 33431 | NONE | GOVERNMENTAL | ENGINEERING BRIDGE PROGRAM | $2,500 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 1200 SW 8TH ST | MIAMI | FL | 33199 | NONE | GOVERNMENTAL | FIU ENGINEERS ON WHEELS AND ENGINEERING EXPO | $7,500 |
| FOUNDATION FOR NEW EDUCATION | |||||||
| 1450 NE 2ND AVE | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | STEM AND ROBOTICS | $9,973 |
| FOUNTAIN INN HIGH SCHOOL | |||||||
| 644 QUILLEN AVE | FOUNTAIN INN | SC | 29644 | NONE | GOVERNMENTAL | STEM | $10,000 |
| FRIENDS OF LINCOLN COUNTY | |||||||
| PO BOX 2264 | NEWPORT | OR | 97365 | NONE | PC | CTE CLASSROOM | $10,677 |
| FRIENDS OF MONTESSORI | |||||||
| 1650 GABALDON NW | ALBUQUERQUE | NM | 87105 | NONE | PC | PLAYGROUND PROJECT | $7,500 |
| FRIENDS OF PLYMOUTH DISTRICT LIBRARY | |||||||
| 223 S MAIN ST | PLYMOUTH | MI | 48170 | NONE | PC | LIBRARY SERVICES | $17,000 |
| FRIENDS OF THE ROUGE | |||||||
| 650 CHURCH ST | PLYMOUTH | MI | 48170 | NONE | PC | FOTR OPERATING AND PROGRAM SUPPORT | $65,000 |
| GILBERT PUBLIC SCHOOLS | |||||||
| 140 S GILBERT | GILBERT | AZ | 85296 | NONE | GOVERNMENTAL | IMPROVING SCIENCE & STEM IN JUNIOR HIGHS | $12,520 |
| GIRLS AT WORK | |||||||
| 200 BEDFORD | MANCHESTER | NH | 03101 | NONE | PUBLIC CHARITY | CURRICULUM PILOT | $15,000 |
| GRAND RAPIDS URBAN LEAGUE | |||||||
| 745 EASTERN SE | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC CHARITY | STEM | $6,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 CAMPUS DR | ALLENDALE | MI | 49401 | NONE | GOVERNMENTAL | STEM CHALLENGE | $3,000 |
| GREENVILLE COUNTY SCHOOLS | |||||||
| 301 E CAMPERDOWN | GREENVILLE | SC | 29601 | NONE | GOVERNMENTAL | STEM | $21,856 |
| GWINNETT COUNTY PUBLIC SCHOOLS | |||||||
| 437 OLD PEACHTREE RD NW | SUWANEE | GA | 30024 | NONE | GOVERNMENTAL | STEM | $50,000 |
| HILLCREST HIGH SCHOOL | |||||||
| 17401 S PULASKI RD | COUNTRY CLUB HILLS | IL | 60478 | NONE | GOVERNMENTAL | GENERAL | $25,038 |
| HORIZON COMMUNITY FUNDS OF NORTHERN KENTUCKY | |||||||
| 50 E RIVERCENTER BLVD STE 431 | COVINGTON | KY | 41011 | NONE | PC | BIOMEDICAL HEALTH SCIENCES - PATIENT CARE TRAINING STEM | $150,000 |
| HOXIE SCHOOL DISTRICT | |||||||
| 602 SW HARTIGAN RD | HOXIE | AR | 72433 | NONE | GOVERNMENTAL | HOXIE STEM CLUB | $9,281 |
| HUNTLEY SCHOOL DISTRICT 158 | |||||||
| 650 DR JOHN BURKEY DR | ALGONQUIN | IL | 60102 | NONE | GOVERNMENTAL | ROBOTICS | $10,285 |
| JONES COUNTY PUBLIC SCHOOLS | |||||||
| 320 WEST JONES ST | TRENTON | NC | 28585 | NONE | GOVERNMENTAL | STEM | $15,621 |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | |||||||
| 670 S GEORGE ST | YORK | PA | 17401 | NONE | PC | STEM EXPERIENCES FOR LANCASTER COUNTY STUDENTS (GRADES 5-10) | $5,000 |
| KALAMAZOO RESA FOUNDATION | |||||||
| 1819 E MILHAM AVE | PORTAGE | MI | 49002 | NONE | PC | STEM EDUCATION IN KALAMAZOO COUNTY | $35,000 |
| KENT ISD | |||||||
| 2930 KNAPP ST NE | GRAND RAPIDS | MI | 49525 | NONE | GOVERNMENTAL | OPENSCIED IMPLEMENTATION | $14,968 |
| KENTWOOD PUBLIC SCHOOLS | |||||||
| 5820 EASTERN AVE SE | KENTWOOD | MI | 49508 | NONE | GOVERNMENTAL | STEM FAIR - 2022 | $12,000 |
| LAKE ELSINORE UNIFIED SCHOOL | |||||||
| 545 CHANEY ST | LAKE ELSINORE | CA | 92530 | NONE | GOVERNMENTAL | STEAM SCHOOL | $23,001 |
| LAKESHORE PUBLIC SCHOOLS | |||||||
| 5771 CLEVELAND | STEVENSVILLE | MI | 49127 | NONE | GOVERNMENTAL | STEM | $3,997 |
| LANCASTER SCIENCE CENTER | |||||||
| 454 NEW HOLLAND | LANCASTER | PA | 17602 | NONE | PC | STEM | $10,000 |
| LANCASTER LEBANON IUI13 | |||||||
| 1020 NEW HOLLAND | LANCASTER | PA | 17601 | NONE | GOVERNMENTAL | STEM | $18,926 |
| LAWRENCE COUNTY SCHOOLS | |||||||
| 508 E FREE ST | WALNUT RIDGE | AR | 72476 | NONE | GOVERNMENTAL | A WATER QUALITY INVESTIGATION LAB | $10,000 |
| LEHIGH CAREER AND TECHNICAL INSTITUTE | |||||||
| 4500 EDUCATION PARK DR | SCHNECKSVILLE | PA | 18015 | NONE | GOVERNMENTAL | ROBOTICS | $15,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | NONE | GOVERNMENTAL | CHOICES PROGRAM | $10,000 |
| LINCOLN CHILDREN'S MUSEUM | |||||||
| 1420 P ST | LINCOLN | NE | 68508 | NONE | PC | ROBOTICS | $22,000 |
| LINCOLN ECONOMIC DEVELOPMENT ASSOC | |||||||
| 502 E MAIN ST | LINCOLNTON | NC | 28093 | NONE | PC | GENERAL STEM INIATIVES | $24,000 |
| LINCOLN PUBLIC SCHOOLS | |||||||
| PO BOX 82889 | LINCOLN | NE | 68510 | NONE | GOVERNMENTAL | STEM | $12,500 |
| MACOMB COMMUNITY COLLEGE FOUNDATION | |||||||
| 14500 E 12 MILE RD | WARREN | MI | 48088 | NONE | PC | STEAM SUMMER ACADEMY | $10,000 |
| MANUFACTURERS RESOURCE CENTER | |||||||
| 7200A WINDSOR DR | ALLENTOWN | PA | 18106 | NONE | PC | STEM TEAM | $15,000 |
| MESA PUBLIC SCHOOLS | |||||||
| 63 E MAIN ST | MESA | AZ | 85201 | NONE | GOVERNMENTAL | STEM ENRICHMENT | $12,694 |
| MICHIGAN SCIENCE CENTER | |||||||
| 5020 JOHN R ST | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | STEM EXHIBITS | $10,000 |
| MIDLAND PARK PUBLIC SCHOOLS | |||||||
| 250 PROSPECT ST | MIDLAND PARK | NJ | 07432 | NONE | GOVERNMENTAL | GENERAL | $20,000 |
| MOUNT PROSPECT SCHOOL DISTRICT 57 | |||||||
| 701 W GREGORY | MOUNT PROSPECT | IL | 60056 | NONE | GOVERNMENTAL | STEAM | $15,105 |
| NORTH CAROLINA COASTAL FEDERATION | |||||||
| 3602 NC 24 | NEWPORT | NC | 28570 | NONE | PUBLIC CHARITY | OYSTER SHELL RECYCLING AND EDUCATION | $20,000 |
| NORTHVILLE EDUCATIONAL FOUNDATION | |||||||
| 405 W MAIN ST | NORTHVILLE | MI | 48167 | NONE | PUBLIC CHARITY | INNOVATIVE TEACHER GRANTS | $10,000 |
| NOVI EDUCATION FOUNDATION | |||||||
| 25345 TAFT | NOVI | MI | 48374 | NONE | PC | ECO+STEM | $35,000 |
| OAKLAND MI STEM | |||||||
| 2111 PONTIAC LAKE RD | WATERFORD | MI | 48328 | NONE | CHARITY | MODELING MOBILITY | $10,000 |
| OAKLAND SCHOOL EDUCATION FOUNDATION | |||||||
| 2111 PONTIAC LAKE RD | WATERFORD | MI | 48328 | NONE | PC | OAKLAND SCHOOLS STEM EDUCATION | $30,000 |
| OAKLAND UNIVERSITY | |||||||
| 318 MEADOWBROOK RD | ROCHESTER | MI | 48309 | NONE | GOVERNMENTAL | STEM | $5,000 |
| OPERATION REFUGE | |||||||
| 650 CHURCH ST | PLYMOUTH | MI | 48170 | NONE | PUBLIC CHARITY | CAMP INSPIRE STEAM CAF | $21,500 |
| OWATONNA PUBLIC SCHOOLS | |||||||
| 515 W BRIDGE ST | OWATONNA | MN | 55060 | NONE | GOVERNMENTAL | STEM AND ROBOTICS | $35,000 |
| PALMETTO CONSERVATION FOUNDATION | |||||||
| 722 KING ST | COLUMBIA | SC | 29205 | NONE | PUBLIC CHARITY | PALMETTO TRAIL EASTATOE BRIDGE | $25,000 |
| PARTNERS IN ANIMAL CARE | |||||||
| PO BOX 4712 | GREENVILLE | SC | 29608 | NONE | PC | GREENVILLE COUNTY ANIMAL CARE IN HONOR OF REXROTH ASSOCIATES | $1,000 |
| PENFIELD SCHOOL DISTRICT | |||||||
| 2590 ATLANTIC AVE | ROCHESTER | NY | 14625 | NONE | GOVERNMENTAL | MYSTERY SCIENCE CURRICULUM AND RESOURCES | $7,500 |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PC | WOMEN IN ENGINEERING, ENTREPRENEURSHIP, AND ENGINEERING AHEAD PROGRAMS | $35,000 |
| POSTMARK LAFOLLETTE | |||||||
| 565 E NORRIS POINT | LAFOLLETTE | TN | 37766 | NONE | PC | CONNECTING EVERYONE WITH STEM/STEAM | $13,500 |
| POWAY UNIFIED SCHOOL DISTRICT | |||||||
| 15250 AVENUE OF SCIENCE | SAN DIEGO | CA | 92128 | NONE | GOVERNMENTAL | PUSD ECO STEM | $25,000 |
| PRODUCING OUTSTANDING PEOPLE | |||||||
| 726 OAKLAWN | MARION | AR | 72364 | NONE | PUBLIC CHARITY | ICREATE COMMUNITY PROJECT | $9,500 |
| RANDOLPH SCHOOL DISTRICT | |||||||
| 110 MEADOWOOD | RANDOLPH | WI | 53956 | NONE | GOVERNMENTAL | STEM WELLNESS AND SUSTAINABILITY | $19,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | GOVERNMENTAL | BOSCH ENERGY, ENVIRONMENT, ENGINEERING, SCIENCE, AND TECHNOLOGY (BE3ST) TEACHER GRANT PROGRAM PARTNERSHIP, 2019-2022 | $306,025 |
| RIVERLAND COMMUNITY COLLEGE FOUNDATION | |||||||
| 2200 RIVERLAND | ALBERT LEA | MN | 56007 | NONE | PC | ECO STEM | $12,000 |
| ROANE STATE COMMUNITY COLLEGE | |||||||
| 276 PATTON | HARRIMAN | TN | 37748 | NONE | GOVERNMENTAL | CREATING THE NEXT STEM LAB-IN-A-BOX KITS | $20,000 |
| ROCHESTER CITY SCHOOL DISTRICT | |||||||
| 131 W BROAD | ROCHESTER | NY | 14614 | NONE | GOVERNMENTAL | FUTURE CITY, A NATIONAL ENGINEERING EDUCATION PROGRAM | $10,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 1 LOMB MEMORIAL | ROCHESTER | NY | 14623 | NONE | PC | INCREASING ACCESS TO STEM FOR STUDENTS FROM UNDERREPRESENTED AND UNDERSERVED GROUPS (2022) | $9,850 |
| ROCHESTER MUESEUM AND SCIENCE CENTER | |||||||
| 657 EAST AVE | ROCHESTER | NY | 14607 | NONE | PC | TRANSPORTATION AND ADMISSION FUNDTRANSPORTATION AND ADMISSION FUND | $7,500 |
| SCHOOLCRAFT COLLEGE FOUNDATION | |||||||
| 18600 HAGGERTY | LIVONIA | MI | 48152 | NONE | PC | EXPANSION OF KIDS ON CAMPUS PROGRAM | $40,000 |
| SCIENCE FROM SCIENTISTS | |||||||
| 1 DEANGELO DR | BEDFORD | MA | 01730 | NONE | PC | STEM ENRICHMENT AND TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS | $20,000 |
| SEE SCIENCE CENTER | |||||||
| 200 BEDFORD | MANCHESTER | NH | 03101 | NONE | PC | LEGO MILLYARD EXHIBIT - HANDS-ON INTERACTIVE PROTOTYPING | $15,000 |
| SOUND RIVERS | |||||||
| PO BOX 1854 | WASHINGTON | NC | 27889 | NONE | PC | ECO+STEM | $27,500 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NONE | GOVERNMENTAL | ECOSTEM OUTDOOR CLASSROOM NETWORK | $5,451 |
| STEM GREENHOUSE | |||||||
| 14200 BERKSHIRE DR SE | GRAND RAPIDS | MI | 49508 | NONE | PC | SUSTAINABLE AGRICULTURE, GARDENING, AND ECOLOGY (SAGE) PROGRAM | $3,000 |
| SUNNYVALE EDUCATION FOUNDATION | |||||||
| 819 W IOWA AVE | SUNNYVALE | CA | 94086 | NONE | PC | STEM PROGRAMS | $15,000 |
| THE BOYS AND GIRLS CLUB OF BENTON | |||||||
| 600 NATE WELLS SR DR | BENTON HARBOR | MI | 49022 | NONE | PUBLIC CHARITY | GENERAL STEM INITATIVES | $10,000 |
| DA VINVI DISCOVERY CENTER | |||||||
| 3145 HAMILTON BLVD BYPASS | ALLENTOWN | PA | 18103 | NONE | PC | STEM SUMMER LEARNING | $10,000 |
| THE PITTSBURGH PROMISE FOUNDATION | |||||||
| 1901 CENTRE AVENUE STE 204 | PITTSBURGH | PA | 15219 | NONE | PC | PROMISING FUTURES PROGRAM | $15,000 |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | |||||||
| 3011 W GRAND BLVD 500 | DETROIT | MI | 48202 | NONE | PUBLIC CHARITY | INVESTING IN COMMUNITY SCHOOLS TO SUPPORT BASIC NEEDS AND STEM IN PONTIAC | $166,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | NONE | PUBLIC CHARITY | FOCUS ON THE FUTURE STEM SUMMER PROGRAMS | $15,957 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | GOVERNMENTAL | BOSCH ENERGY, ENVIRONMENT, ENGINEERING, SCIENCE, AND TECHNOLOGY (BE3ST) TEACHER GRANT PROGRAM PARTNERSHIP, 2019-2022 | $153,953 |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| 9201 UNIVERSITY CLUB | CHARLOTTE | NC | 28223 | NONE | GOVERNMENTAL | STEM | $5,000 |
| VISTA MARIA | |||||||
| 20651 W WARREN | DEARBORN HEIGHTS | MI | 48127 | NONE | CHARITY | JOURNEY TO SUCCESS STEM PROGRAMMING | $20,000 |
| WARREN CONSOLIDATED SCHOOL DISTRICT | |||||||
| 31300 ANITA DRIVE | WARREN | MI | 48093 | NONE | GOVERNMENTAL | WCS MIDDLE SCHOOL STEM CLASSES | $9,140 |
| WAYNE RESA | |||||||
| 33500 VAN BORN | WAYNE | MI | 48184 | NONE | GOVERNMENTAL | SCALING FOR SUCCESS: ACCELERATING CAREER AND POST-SECONDARY OPPORTUNITIES FOR STUDENTS | $35,000 |
| WAYNE STATE UNIVERSITY | |||||||
| 42 W WARREN | DETROIT | MI | 48202 | NONE | GOVERNMENTAL | PUBLIC RADIO PROJECT | $5,000 |
| WEST MEMPHIS SCHOOL DISTRICT | |||||||
| 301 SOUTH AVALON | WEST MEMPHIS | AR | 72301 | NONE | GOVERNMENTAL | K-2 ONLINE LEARNING MANAGEMENT SYSTEM | $10,000 |
| WEST MICHIGAN AVIATION ACADEMY | |||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | GOVERNMENTAL | CNC SAFETY AND ACCESSIBILITY PROGRAM | $5,000 |
| WEST NOBLE SCHOOL DISTRICT | |||||||
| 5050 N US HWY 33 | LIGONIER | IN | 46767 | NONE | GOVERNMENTAL | WNMS ENVIRONMENTAL EXPERIENCE 2021-2022 | $8,232 |
| WILLIAMS BAPTIST UNIVERSITY | |||||||
| 56 MCCLELLAN DR | WALNUT RIDGE | AR | 72476 | NONE | CHURCH | GENERAL STEM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,789,421 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $232,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,472 | 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 |
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 | ROBERT BOSCH LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38000 HILLS TECH DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,860,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NON GOVT OBLIGATIONS (CORP BONDS) | BondNm |
| EOY Book Value | $2,080,810 | EOYBookValueAmt |
| EOYFMV | $2,073,555 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,065,865 | EOYBookValueAmt |
| EOYFMV | $1,373,679 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,262,445 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,254,939 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $153,783 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $154,448 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INC EXCHANGE TR FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $70,114 | BookValueAmt |
| EOYFMV | $70,015 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STIFEL TRUST FEES | CategoryTxt |
| Amt | $48,774 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $711 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |