GROSFELD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROSFELD FOUNDATION (EIN 38-2575307)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-06
- IRS object ID
- 202112799349100401
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-06T06:21:43-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263635984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK HIRSCH SUBELSKY & FREEDMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30600 NORTHWESTERN HWY 305 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483343172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382575307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSFELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 3132567610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWNE SQUARE SUITE 1600 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GROSFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3132567610 | PhoneNum |
| Signature | 2021-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS N FRANK | PreparerPersonNm |
| PTIN | P00402607 | PTIN |
| Phone | 2488556616 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $30,284 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,900 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,900 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,900 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,900 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,090 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,713,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,713,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,716,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,716,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,714,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,858 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,900 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,276,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,664 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,468,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,620 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,745,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,745,326 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,284 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,745,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,745,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,745,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,714,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,321 | SubtotalAmt |
| Other Decreases | $1,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,284 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,065,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,459,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.602112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,084,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,132,680 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.871130 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,506,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,933,305 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.554396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,948,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,029,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.303392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,514,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,958,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.525875 | DistributionYr5Rt |
| Total Distribution | 7.856905 | TotalDistributionRt |
| Average Distribution | 1.571381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $103,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,863 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,716,863 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $29 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,551 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,551 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,522 | OverpaymentAmt |
| Applied To ES Tax | $18,522 | 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 | JAMES GROSFELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2487846464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWNE SQUARE SUITE 1600 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48076 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES GROSFELD | ||||||||
| ONE TOWN SQUARE SUITE 1600 | SOUTHFIELD | MI | 48076 | PRESIDENT & TREASURER | 0.00 | $0 | $0 | $0 |
| NANCY GROSFELD | ||||||||
| ONE TOWN SQUARE SUITE 1600 | SOUTHFIELD | MI | 48076 | VICE PRES. & SECRETARY | 0.00 | $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 | $90,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29 | TotalTaxAmt |
| Distributable Before Adj | $5,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,716,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,716,863 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,716,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,367,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,797,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,010,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,077,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,843,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,096,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,716,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,711,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,808,324 | 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 | $4,367,295 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,441,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,797,085 | ExcessFromYear4Amt |
| Excess From Year3 | $5,010,473 | ExcessFromYear3Amt |
| Excess From Year2 | $6,077,980 | ExcessFromYear2Amt |
| Excess From Year1 | $15,843,749 | ExcessFromYear1Amt |
| Excess From Current Year | $3,711,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES GROSFELD | ContributingManagerNm |
| Contributing Manager | NANCY GROSFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALMOST HOME | ||||||
| PO BOX 250602 | WEST BLOOMFIELD | MI | 48325 | NONE | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| AMERICAN HUMANE | ||||||
| 1400 16TH STREET SUITE 360 | WASHINGTON | DC | 20036 | NONE | UNRESTRICTED CHARITABLE GIFT | $15,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 E 42ND ST SUITE 400 | NEW YORK | NY | 10017 | NONE | UNRESTRICTED CHARITABLE GIFT | $25,000 |
| COLLEGE FOR CREATIVE STUDIES | ||||||
| 201 E KIRBY | DETROIT | MI | 482024034 | NONE | UNRESTRICTED CHARITABLE GIFT | $15,000 |
| CRANBROOK SCHOOLS | ||||||
| 520 LONE PINE RD | BLOOMFIELD HILLS | MI | 483030801 | NONE | UNRESTRICTED CHARITABLE GIFT | $20,000 |
| FARBER HEBREW DAY SCHOOL | ||||||
| 21100 W 12 MILE RD | SOUTHFIELD | MI | 48076 | NONE | UNRESTRICTED CHARITABLE GIFT | $75,000 |
| HAMTRAMCK CAT ASSISTANCE TEAM | ||||||
| 2275 FLORIAN | HAMTRAMCK | MI | 48212 | NONE | UNRESTRICTED CHARITABLE GIFT | $30,000 |
| HOLOCAUST MEMORIAL CENTER | ||||||
| 28123 ORCHARD LAKE RD | FARMINGTON HILLS | MI | 48334 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,000 |
| JEWISH FEDERATION OF METRO DETROIT | ||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 483032030 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,302,659 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| JEWISH HOSPICE AND CHAPLAINCY NETWORK | ||||||
| 6555 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | NONE | UNRESTRICTED CHARITABLE GIFT | $16,000 |
| JEWISH SENIOR LIFE | ||||||
| 6710 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 29699 SOUFTHFIELD RD | SOUTHFIELD | MI | 480762063 | NONE | UNRESTRICTED CHARITABLE GIFT | $4,064 |
| KADIMA | ||||||
| 15999 W TWELVE MILE RD | SOUTHFIELD | MI | 48076 | NONE | UNRESTRICTED CHARITABLE GIFT | $2,500 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | UNRESTRICTED CHARITABLE GIFT | $12,400 |
| LUBAVITCH CHEDER ZEKELMAN CAMPUS | ||||||
| 14100 W NINE MILE RD | OAK PARK | MI | 48237 | NONE | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| MICHIGAN ANIMAL RESCUE LEAGUE | ||||||
| 790 FEATHERSTONE RD | PONTIAC | MI | 48342 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,000 |
| MICHIGAN HUMANE SOCIETY | ||||||
| 30300 TELEGRAPH RD SUITE 220 | BINGHAM FARMS | MI | 48025 | NONE | UNRESTRICTED CHARITABLE GIFT | $125,000 |
| MICHIGAN PSYCOANALYTIC FOUNDATION | ||||||
| 32841 MIDDLEBELT RD SUITE 411 | FARMINGTON HILLS | MI | 48334 | NONE | UNRESTRICTED CHARITABLE GIFT | $250,000 |
| NATIONAL CENTER FOR LAW AND ECONOMIC JUSTICE | ||||||
| 275 SEVENTH AVE SUITE 1506 | NEW YORK | NY | 100016860 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| ORCHARD CHILDRENS SERVICES | ||||||
| 24901 NORTHWESTERN HWY SUITE 500 | SOUTHFIELD | MI | 48076 | NONE | UNRESTRICTED CHARITABLE GIFT | $350 |
| PALM BEACH CIVIC ASSOCIATION | ||||||
| 139 N COUNTY RD SUITE 33 | PALM BEACH | FL | 33480 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| PALM BEACH ISLAND CATS | ||||||
| PO BOX 173 | PALM BEACH | FL | 33480 | NONE | UNRESTRICTED CHARITABLE GIFT | $11,000 |
| PANNED PARENTHOOD | ||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | UNRESTRICTED CHARITABLE GIFT | $200,000 |
| STARFISH FAMILY SERVICES INC | ||||||
| 30000 HIVELY RD | INKSTER | MI | 48141 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| TAMARCK CAMPS | ||||||
| 6735 TELEGRAPH RD SUITE 380 | BLOOMFIELD HILLS | MI | 483032030 | NONE | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| U OF MI HILLEL | ||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,800 |
| VARITY THE CHILDREN'S CHARITY | ||||||
| 600 S ADAMS RD SUITE 230 | BIRNINGHAM | MI | 48009 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,000 |
| YESHIVA BETH YEHUDAH | ||||||
| 15751 WEST LINCOLN DRIVE | SOUTHFIELD | MI | 48037 | NONE | UNRESTRICTED CHARITABLE GIFT | $1,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,713,773 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,900 | 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) |
|---|---|---|
| Amt | $3,090 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,090 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SELECT PRIME PREFERRED FUND | StockNm |
| EOY Book Value | $20,620 | EOYBookValueAmt |
| EOYFMV | $20,620 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE CONTRIBUTIONS | Desc |
| Amt | $1,037 | Amt |