FRED & BARBARA ERB FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRED & BARBARA ERB FAMILY FOUNDATION (EIN 20-5966333)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202141309349101609
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2021-05-10T12:21:15-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 500 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205966333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED A & BARBARA M ERB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2484982503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S CENTER ST NO 100 | AddressLine1Txt |
| City | ROYAL OAK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480673870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL C HAWKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2484982503 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE M HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
| 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 | $295,394,682 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,708 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,469,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,469,441 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $29,000 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $29,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,948,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,357,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,230,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$144,601 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,535,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,555,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,017,679 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $115,167 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $901,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $440,162 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $440,162 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $207,113 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,300 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $209,444 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,208 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,799 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,276 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,138 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,421,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,106,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $435,423 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $317,093 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,555 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $94,187 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $66,769 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $150,191 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $149,366 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $67,677 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $67,667 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $99,238 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $114,129 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $193,695 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,068,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,274,865 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,649,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,496,031 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,504,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,564,924 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,274,865 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,153,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,029,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,280,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,590,884 | CashBOYAmt |
| Cash EOY | $15,044,354 | CashEOYAmt |
| Cash EOYFMV | $15,044,354 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,451,201 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,451,201 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $247,775,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $178,646,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $178,646,286 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,995,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,995,749 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,085,660 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,200,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,085,660 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,085,660 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $46,458,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,722,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,722,708 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $325,953 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $192,415 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $200,307 | LandBOYAmt |
| Land EOY | $133,538 | LandEOYAmt |
| Land EOYFMV | $133,538 | LandEOYFMVAmt |
| Other Assets BOY | $20,554 | OtherAssetsBOYAmt |
| Other Assets EOY | $315,186 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $315,186 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $303,245,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,394,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $295,394,682 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $7,113,163 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,104,693 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $757,474 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $597,828 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,870,637 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,702,521 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $295,375,296 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $289,692,161 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $295,375,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $289,692,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $303,245,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $295,394,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $295,375,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,029,036 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,083 | OtherIncreasesAmt |
| Subtotal | $294,439,343 | SubtotalAmt |
| Other Decreases | $4,747,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $289,692,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $50,974,337 | $45,025,754 | $5,948,583 | $5,948,583 |
| MICHIGAN ELAB CAPITAL PARTNERS, LP | P | $190,841 | $190,841 | $190,841 | |
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | P | $145,739 | $145,739 | $145,739 | |
| COMMONFUND CAPITAL NATURAL RESOURCES VIII, L.P. | P | $41,893 | $41,893 | $41,893 | |
| COMMONFUND CAPITAL VENTURE PARTNERS XII, LP | P | $4,952 | $4,952 | $4,952 | |
| DEERFIELD RCA HOLDINGS IV, LP | P | $499 | -$499 | -$499 | |
| DEERFIELD PRIVATE DESIGN FUND IV, L.P. | P | $7,837 | -$7,837 | -$7,837 | |
| PENN SQUARE GLOBAL REAL ESTATE FUND I, LP | P | $8,324 | -$8,324 | -$8,324 | |
| SILVER CREEK LOW VOL STRATEGIES II, LTD. | P | $36,947 | -$36,947 | -$36,947 | |
| ERB FAMILY LIQUIDATING TRUST | P | $48,036 | -$48,036 | -$48,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,230,365 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,230,365 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,748,917 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $293,525,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,555,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $294,167,396 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,150,605 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $275,175,592 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047790 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,192,603 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $266,604,692 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049484 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,858,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $277,964,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035467 | DistributionYr5Rt |
| Total Distribution | 0.229068 | TotalDistributionRt |
| Average Distribution | 0.045814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $294,211,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,478,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122,803 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,601,791 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,153,511 | 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 | $122,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $122,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $122,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $384,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $384,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $261,197 | OverpaymentAmt |
| Applied To ES Tax | $261,197 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ERBFF.ORG | WebsiteAddressTxt |
| Individual With Books | NEIL C HAWKINS | IndividualWithBooksNm |
| Phone | 2484982503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S CENTER ST SUITE 100 | AddressLine1Txt |
| City | ROYAL OAK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480673870 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL HAWKINS | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | PRESIDENT / COO / TRUSTEE | 40.00 | $362,856 | $7,043 | $0 |
| JOHN M ERB | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | CHAIR / CEO / TRUSTEE | 40.00 | $213,947 | $56,694 | $0 |
| JODEE F RAINES | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | SECRETARY, EXECUTIVE VICE PRESIDENT | 40.00 | $249,525 | $26,930 | $0 |
| DARYL LARSON | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | CHIEF FINANCIAL OFFICER- PART YEAR | 40.00 | $190,979 | $28,446 | $0 |
| DEBORAH D ERB | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| LESLIE ERB LIEDTKE | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| CHACONA W BAUGH | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| DOUGLAS EBERT | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| LAWRENCE GARCIA | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| RHONDA D WELBURN | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| IRA JAFFE | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | TRUSTEE / CHAIRMAN EMERITUS | 0.20 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE A W DOBY | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | PROGRAM OFFICER | 40.00 | $132,146 | $15,916 | $0 |
| MELISSA DAMASCHKE | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | PROGRAM OFFICER | 40.00 | $109,942 | $28,454 | $0 |
| SIGAL HEMY | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | PROGRAM STAFF | 40.00 | $99,592 | $22,487 | $0 |
| MARY LYONS-RICHARDS | ||||||||
| 215 S CENTER ST SUITE 100 | ROYAL OAK | MI | 48067 | GRANTS & OPERATIONS | 40.00 | $71,441 | $23,245 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 71 SOUTH WACKER DRIVE STE 500 | CHICAGO | IL | 60606 | MANAGEMENT/BROKERAGE | $455,108 |
| THE BRIDGESPAN GROUP | |||||
| 2 COPLEY PLANCE 7TH FLOOR 3700B | BOSTON | MA | 02116 | CONSULTING | $154,718 |
| BRIDGEPORT CONSULTING | |||||
| 1405 ARBORVIEW BLVD | ANN ARBOR | MI | 48103 | CONSULTING | $57,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $288,415,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,030,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $245,056 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $298,691,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $298,691,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,480,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $294,211,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,710,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,710,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,803 | TotalTaxAmt |
| Distributable Before Adj | $14,587,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,587,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,587,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,153,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,153,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122,803 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,030,708 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,587,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,973,202 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,153,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,973,202 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,180,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,407,444 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEIL C HAWKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S CENTER ST SUITE 100 | AddressLine1Txt |
| City | ROYAL OAK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480673870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2484982503 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEB SITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEB SITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEB SITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 482FORWARD | |||||||||||
| 1211 TRUMBULL ST | DETROIT | MI | 482161940 | PC | MATCHING GIFT | $200 | |||||
| 826 MICHIGAN | |||||||||||
| 115 E LIBERTY STREET | ANN ARBOR | MI | 48104 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ALLIANCE FOR THE GREAT LAKES | |||||||||||
| 150 N MICHIGAN AVE STE 700 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $90,000 | |||||
| ALLIED MEDIA PROJECTS | |||||||||||
| 4126 3RD ST | DETROIT | MI | 482011612 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ALZHEIMER'S DISEASE AND RELATED DISORDER ASSOCIATION INC | |||||||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $750,000 | |||||
| AMERICAN FORESTS | |||||||||||
| 1220 L STREET NW SUITE 750 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $20,000 | |||||
| ARTS & SCRAPS | |||||||||||
| 16135 HARPER AVENUE | DETROIT | MI | 48224 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| ARTS LEAGUE OF MICHIGAN INC | |||||||||||
| 4750 WOODWARD AVE 4TH FL | DETROIT | MI | 48201 | PC | GRANT | $65,000 | |||||
| ARTS LEAGUE OF MICHIGAN INC | |||||||||||
| 4750 WOODWARD AVE 4TH FL | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| BELLE ISLE CONSERVANCY | |||||||||||
| 300 RIVER PLACE DR STE 2800 | DETROIT | MI | 48207 | PC | DISCRETIONARY FUND | $347,500 | |||||
| BELLE ISLE CONSERVANCY | |||||||||||
| 300 RIVER PLACE DR STE 2800 | DETROIT | MI | 48207 | PC | MATCHING GIFT | $7,700 | |||||
| BRIGHTMOOR ALLIANCE INC-SIDEWALK FESTIVAL | |||||||||||
| 17421 TELEGRAPH ROAD | DETROIT | MI | 48219 | PC | GRANT | $150,000 | |||||
| CENTRAL DETROIT CHRISTIAN CDC | |||||||||||
| 8840 SECOND AVENUE | DETROIT | MI | 48207 | PC | GRANT | $30,000 | |||||
| CHANDLER PARK CONSERVANCY | |||||||||||
| 4401 CONNER | DETROIT | MI | 48215 | PC | MATCHING GIFT | $150 | |||||
| CHARLES H WRIGHT MUSEUM OF AFRICAN AMERICAN HISTROY | |||||||||||
| 315 E WARREN AVE | DETROIT | MI | 482011443 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CHRIST THE KING | |||||||||||
| 20800 GRAND RIVER AVE | DETROIT | MI | 48209 | PC | MATCHING GIFT | $150 | |||||
| CITY CONNECT DETROIT | |||||||||||
| 613 ABBOTT STREET | DETROIT | MI | 48226 | PC | DISCRETIONARY FUND | $10,000 | |||||
| CLINTON RIVER WATERSHED | |||||||||||
| 1115 W AVON ROAD | ROCHESTER HILLS | MI | 48309 | PC | GRANT | $130,000 | |||||
| COLLEGE FOR CREATIVE STUDIES | |||||||||||
| 201 EAST KIRBY | DETROIT | MI | 482024034 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COMMUNITY DEVELOPMENT ADVOCATES DETROIT | |||||||||||
| 440 BURROUGHS SUITE 340 | DETROIT | MI | 48202 | PC | GRANT | $200,000 | |||||
| COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN | |||||||||||
| 333 WEST FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | PC | PROGRAM SUPPORT | $550,000 | |||||
| COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN | |||||||||||
| 333 WEST FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | PC | DISCRETIONARY FUND | $20,000 | |||||
| COUNCIL OF GREAT LAKES REGION | |||||||||||
| PC | PROGRAM SUPPORT | $100,000 | 439 UNIVERSITY AVENUE SUITE 2200 | TORONTO | ONTARIO | CA | M5G 1Y8 | ||||
| COUNT MI VOTE EDUCATION FUND | |||||||||||
| 1851 WYNGARDEN LN | EAST LANSING | MI | 488232103 | PC | MATCHING GIFT | $100 | |||||
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48304 | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| CULTURE SOURCE | |||||||||||
| 71 GARFIELD SUITE 040 | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $160,000 | |||||
| DELTA INSTITUTE | |||||||||||
| 35 E UPPER WACKER DR SUITE 1200 | CHICAGO | IL | 60601 | PC | PROGRAM SUPPORT | $115,000 | |||||
| DETROIT ARTISTS MARKET | |||||||||||
| 4719 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| DETROIT CHAMBER WINDS & STRINGS | |||||||||||
| 24901 NORTHWESTERN HEY SUITE 312 | SOUTHFIELD | MI | 48075 | PC | GRANT | $142,400 | |||||
| DETROIT CHILDRENS CHOIR | |||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| DETROIT EDUCATIONAL TELEVISION | |||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| DETROIT EDUCATIONAL TELEVISION | |||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | GRANT | $250,000 | |||||
| DETROIT EDUCATIONAL TELEVISION | |||||||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | MATCHING GIFT | $220 | |||||
| DETROIT FOOD POLICY COUNCIL | |||||||||||
| 1420 WASHINGTON BLVD STE 230 | DETROIT | MI | 48226 | PC | GRANT | $65,000 | |||||
| DETROIT GREENWAYS COALITION | |||||||||||
| PO BOX 32013 | DETROIT | MI | 48232 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| DETROIT HISPANIC DEVELOPMENT CORP | |||||||||||
| 1211 TRUMBULL | DETROIT | MI | 48216 | PC | GRANT | $75,000 | |||||
| DETROIT HISTORICAL SOCIETY | |||||||||||
| 5401 WOODWARD AVE | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| DETROIT INSTITUTE OF ARTS | |||||||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $350,000 | |||||
| DETROIT JAZZ FESTIVAL FOUNDATION | |||||||||||
| 19900 HARPER AVENUE | HARPER WOODS | MI | 48225 | PC | PROGRAM SUPPORT | $115,000 | |||||
| DETROIT PUBLIC THEATRE | |||||||||||
| 684 W BALTIMORE ST 203 | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $125,000 | |||||
| DETROIT STRATEGIC FRAMEWORK DBA DETROIT FUTURE CITY | |||||||||||
| 2990 W GRAND BLVD | DETROIT | MI | 48202 | PC | GRANT | $500,000 | |||||
| DETROIT SYMPHONY ORCHESTRA | |||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | GRANT | $65,000 | |||||
| DETROIT SYMPHONY ORCHESTRA | |||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | DISCRETIONARY FUND | $360,000 | |||||
| DETROIT ZOOLOGICAL SOCIETY | |||||||||||
| 8450 W 10 MILE ROAD | ROYAL OAK | MI | 480673001 | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| DETROITERS WORKING FOR ENVIROMENTAL JUSTICE | |||||||||||
| 4750 WOODWARD AVE 4TH FL | DETROIT | MI | 48201 | PC | MATCHING GIFT | $100 | |||||
| DETROITERS WORKING FOR ENVIROMENTAL JUSTICE | |||||||||||
| 4750 WOODWARD AVE SUITE 415 | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $125,000 | |||||
| DETROITERS WORKING FOR ENVIROMENTAL JUSTICE | |||||||||||
| 4750 WOODWARD AVE SUITE 415 | DETROIT | MI | 48201 | PC | GRANT | $40,000 | |||||
| DEVELOP DETROIT INC | |||||||||||
| 535 GRISWOLD ST SUITE 1600 | DETROIT | MI | 48226 | PC | GRANT | $350,000 | |||||
| EASTSIDE COMMUNITY NETWORK | |||||||||||
| 4401 CONNER | DETROIT | MI | 48215 | PC | PROGRAM SUPPORT | $250,000 | |||||
| ECO WORKS | |||||||||||
| 22400 WEST 7 MILE ROAD | DETROIT | MI | 48219 | PC | GRANT | $145,000 | |||||
| ECO WORKS | |||||||||||
| 22400 WEST 7 MILE ROAD | DETROIT | MI | 48219 | PC | MATCHING GIFT | $100 | |||||
| ECOLOGY CENTER INC | |||||||||||
| 339 E LIBERTY STREET STE 300 | ANN ARBOR | MI | 48104 | PC | GENERAL OPERATING SUPPORT | $242,500 | |||||
| ENVIROMENTAL DEFENSE CANADA | |||||||||||
| PC | GRANT | $50,000 | 116 SPADINA AVENUE SUITE 300 | TORONTO | ONTARIO | CA | M5V 2K6 | ||||
| ENVIROMENTAL LEADERSHIP PROGRAM INC | |||||||||||
| PO BOX 907 | GREENBELT | MD | 207680907 | PC | DISCRETIONARY FUND | $32,500 | |||||
| FAIR FOOD NETWORK | |||||||||||
| 1250 NORTH MAIN ST NORTH SUITE | ANN ARBOR | MI | 48104 | PC | GRANT | $40,000 | |||||
| FOUNDATION FOR DETROITS FUTURE | |||||||||||
| 333 WEST FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | SO I | GRANT | $500,000 | |||||
| FRESHWATER FUTURE | |||||||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | GRANT | $170,000 | |||||
| FRESHWATER FUTURE | |||||||||||
| PO BOX 2479 | PETOSKEY | MI | 49770 | PC | MATCHING GRANT | $300 | |||||
| FRIENDS OF THE DETROIT RIVER | |||||||||||
| 20600 EUREKA ROAD SUITE 250 | TAYLOR | MI | 48180 | PC | PROGRAM SUPPORT | $65,000 | |||||
| FRIENDS OF THE ROUGE | |||||||||||
| 650 CHURCH ST SUITE 209 | PLYMOUTH | MI | 48170 | PC | GRANT | $40,000 | |||||
| FRIENDS OF THE ROUGE | |||||||||||
| 650 CHURCH ST SUITE 209 | PLYMOUTH | MI | 48170 | PC | DISCRETIONARY FUND | $101,895 | |||||
| GREAT LAKES COMMISSION | |||||||||||
| 1300 VICTORS WAY SUITE 1350 | ANN ARBOR | MI | 48108 | PC | GRANT | $67,700 | |||||
| GREAT LAKES ENVIROMENTAL LAW CENTER | |||||||||||
| 4444 2ND AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $70,000 | |||||
| GREEN LIVING SCIENCE | |||||||||||
| 1331 HOLDEN ST | DETROIT | MI | 482023325 | PC | MATCHING GIFT | $10,100 | |||||
| GREENING OF DETROIT | |||||||||||
| 13000 W MCNICHOLS | DETROIT | MI | 48235 | PC | GRANT | $175,000 | |||||
| GREENING OF DETROIT | |||||||||||
| 13000 W MCNICHOLS | DETROIT | MI | 48235 | PC | MATCHING GIFT | $100 | |||||
| HERITAGE WORKS | |||||||||||
| 1927 ROSA PARKS BLVD | DETROIT | MI | 48126 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| HOSPICE OF LANSING INC | |||||||||||
| 3411 STONELEIGH DRIVE | LANSING | MI | 489104821 | PC | MATCHING GIFT | $200 | |||||
| HURON RIVER WATERSHED COUNCIL | |||||||||||
| 1100 N MAIN ST SUITE 210 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $458,000 | |||||
| INSIDEOUT LITERARY ARTS | |||||||||||
| 5201 CASS AVE PRENTIS HALL 3RD FL | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| INTERNATIONAL ASSOCIATION FOR GREAT LAKES RESEARCH | |||||||||||
| 4840 SOUTH STATE ROAD | ANN ARBOR | MI | 48108 | PC | MATCHING GIFT | $4,800 | |||||
| ISAAC AGREE DOWNTOWN SYNAGOGUE | |||||||||||
| 1457 GRISWOLD | DETROIT | MI | 48226 | PC | MATCHING GIFT | $216 | |||||
| JEFFERSON EAST INC | |||||||||||
| 300 RIVER PLACE DRIVE SUITE 5250 | DETROIT | MI | 48207 | PC | GRANT | $116,000 | |||||
| KEEP GROWING DETROIT | |||||||||||
| 1445 ADELAIDE STREET | DETROIT | MI | 48207 | PC | GRANT | $85,000 | |||||
| KEEP GROWING DETROIT | |||||||||||
| 1445 ADELAIDE STREET | DETROIT | MI | 48207 | PC | PROGRAM SUPPORT | $136,176 | |||||
| LIVING ARTS | |||||||||||
| 8701 VERNOR HIGHWAY SUITE 202 | DETROIT | MI | 48029 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MARYGROVE CONSERVANCY | |||||||||||
| 8425 W MCNICHOLS RD | DETROIT | MI | 482212546 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| MATRIX THEATRE COMPANY | |||||||||||
| 2730 BAGLEY STREET | DETROIT | MI | 48216 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MEADOW BROOK THEATRE DBA THE THEATER ENSEMBLE | |||||||||||
| 207 WILSON HALL | ROCHESTER | MI | 48309 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MERCY ROAD CHURCH | |||||||||||
| 26741 5 MILE ROAD | REDFORD | MI | 482393143 | PC | MATCHING GIFT | $600 | |||||
| MICHIGAN ASSOCIATION CONSERVATION DISTRICTS | |||||||||||
| 3001 COOLIDGE ROAD SUITE 250 | EAST LANSING | MI | 48823 | PC | PROGRAM SUPPORT | $179,400 | |||||
| MICHIGAN ASSOCIATION CONSERVATION DISTRICTS | |||||||||||
| 3001 COOLIDGE ROAD SUITE 250 | EAST LANSING | MI | 48823 | PC | MATCHING GIFT | $9,025 | |||||
| MICHIGAN DEPARTMENT OF ENVIRONMENT GREAT LAKES AND ENERGY | |||||||||||
| PO BOX 30657 | LANSING | MI | 489098157 | PC | DISCRETIONARY FUND | $5,000 | |||||
| MICHIGAN ELKS ASSOCIATION MAJOR PROJECT COMMISSION | |||||||||||
| PO BOX 141605 | GRAND RAPIDS | MI | 495141605 | PC | MATCHING GIFT | $100 | |||||
| MICHIGAN ENVIROMENTAL COUNCIL | |||||||||||
| 602 W IONIA | LANSING | MI | 48933 | PC | MATCHING GIFT | $100 | |||||
| MICHIGAN ENVIROMENTAL COUNCIL | |||||||||||
| 602 W IONIA | LANSING | MI | 48933 | PC | DISCRETIONARY FUND | $197,500 | |||||
| MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| 3029 MILLER ROAD | ANN ARBOR | MI | 48103 | PC | PROGRAM SUPPORT | $50,000 | |||||
| MICHIGAN OPERA THEATRE | |||||||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | PC | DISCRETIONARY FUND | $30,000 | |||||
| MICHIGAN ORGANIZING PROJECT | |||||||||||
| 4405 WESSON STREET | DETROIT | MI | 48210 | PC | MATCHING GIFT | $250 | |||||
| MICHIGAN ROUNDTABLE FOR DIVERSITY AND INCLUSION | |||||||||||
| 3031 W GRAND BLVD | DETROIT | MI | 482023025 | PC | MATCHING GIFT | $100 | |||||
| MICHIGAN SCIENCE CENTER | |||||||||||
| 5020 JOHN R ST | DETROIT | MI | 482024027 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MICHIGAN STATE UNIVERSITY | |||||||||||
| 220 TROWBRIDGE RD | EAST LANSING | MI | 48824 | PC | PROGRAM SUPPORT | $136,000 | |||||
| MIDTOWN DETROIT INC | |||||||||||
| 3939 WOODWARD SUITE 100 | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $75,000 | |||||
| MILAN THEATRE COMPANY | |||||||||||
| 13103 WOODROW WILSON | DETROIT | MI | 482383686 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MINNEAPOLIS FOUNDATION | |||||||||||
| 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | PC | PROGRAM SUPPORT | $34,000 | |||||
| MOSAIC YOUTH THEATRE | |||||||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MOTOR CITY THEATRE ORGAN SOCIETY INC | |||||||||||
| 17360 LAHSER ROAD | DETROIT | MI | 48219 | PC | MATCHING GIFT | $200 | |||||
| MOTOWN HISTORICAL MUSEUM | |||||||||||
| 2648 WEST GRAND BLVD | DETROIT | MI | 48208 | PC | GENERAL OPERATING SUPPORT | $359,000 | |||||
| MUSEUM OF CONTEMPORARY ART DETROIT | |||||||||||
| 4454 WOODWARD AVENUE | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MUSIC HALL CENTER FOR THE PERFORMING ARTS INC | |||||||||||
| 350 MADISON AVENUE | DETROIT | MI | 48226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| NATIONAL FISH AND WILDLIFE FEDERATION | |||||||||||
| 213 W LIBERTY ST 200 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $450,000 | |||||
| PARENT TEACHER HOME VISIT PROJECT INC | |||||||||||
| 2411 15TH STREET SUITE A | SACRAMENTO | CA | 95818 | PC | MATCHING GIFT | $120 | |||||
| PEWABIC POTTERY | |||||||||||
| 10125 EAST JEFFERSON AVENUE | DETROIT | MI | 48214 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| PFAS ALLIANCE | |||||||||||
| 2701 REEDS LAKE BLVD SE | GRAND RAPIDS | MI | 495063181 | PC | MATCHING GIFT | $11,500 | |||||
| POPE FRANCIS CENTER | |||||||||||
| 438 SAINT ANTOINE ST | DETROIT | MI | 482264318 | PC | MATCHING GIFT | $100 | |||||
| REDFORD UNION HIGH SCHOOL BAND BOOSTERS | |||||||||||
| 17711 KINLOCH | REDFORD | MI | 482402246 | PC | MATCHING GIFT | $200 | |||||
| RIVER RAISIN WATERSHED COUNCIL | |||||||||||
| 320 SPRINGBOOK SUITE 102 | ADRIAN | MI | 492212055 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SCARAB CLUB | |||||||||||
| 217 FARMSWORTH | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SEARCH & RESTORE | |||||||||||
| 319 EAST 9TH STREET | BROOKLYN | NY | 11218 | PC | MATCHING GIFT | $5,000 | |||||
| SIGNAL RETURN | |||||||||||
| 1345 DIVISION ST STE 102 | DETROIT | MI | 482072639 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SOUTHEASTERN MICHIGAN HEALTH ASSOCIATION | |||||||||||
| 3011 W GRAND BLVD 200 | DETROIT | MI | 48202 | PC | DISCRETIONARY FUND | $50,200 | |||||
| SOUTHWEST DETROIT BUSINESS ASSOCIATION | |||||||||||
| 7752 WEST VERNOR HIGHWAY | DETROIT | MI | 48209 | PC | DISCRETIONARY FUND | $85,000 | |||||
| SPHINX ORGANIZATION | |||||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| STAND WITH TRANS | |||||||||||
| 36520 SAXONY RD | FARMINGTON | MI | 483353020 | PC | MATCHING GIFT | $100 | |||||
| STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA | |||||||||||
| PC | GENERAL OPERATING SUPPORT | $100,000 | C/O 55 QUEEN STREET PO BOX 520 | STRATFORD | ONTARIO | CA | N5A 6V2 | ||||
| SUGAR LAW CENTER | |||||||||||
| 4605 CASS AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $75,000 | |||||
| THE AUSABLE BAYFIELD CONSERVATION AUTHORITY | |||||||||||
| PC | PROGRAM SUPPORT | $50,000 | 71108 MORRISON LINE | EXETER | ONTARIO | CA | N0M 185 | ||||
| THE CENTER FOR MICHIGAN INC | |||||||||||
| 4100 N DIXBORO ROAD | ANN ARBOR | MI | 48105 | PC | PROGRAM SUPPORT | $10,000 | |||||
| THE COUNCIL OF STATE GOVERNMENTS MIDWESTERN OFFICE | |||||||||||
| 701 E 22ND STREET SUITE 110 | LOMBARD | IL | 60148 | PC | PROGRAM SUPPORT | $50,000 | |||||
| THE HEIDELBERG PROJECT | |||||||||||
| 3442 MCDOUGALL ST | DETROIT | MI | 48227 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| THE HENRY FORD | |||||||||||
| 20900 OAKWOOD BLVD | DEARBORN | MI | 481245029 | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| THE NATURE CONSERVANCY | |||||||||||
| 101 E CESAR CHAVEZ AVE | LANSING | MI | 48906 | PC | GRANT | $250,000 | |||||
| THE OHIO STATE UNIVERSITY | |||||||||||
| 530 WEST SPRING STREET | COLUMBUS | OH | 432152381 | PC | MATCHING GIFT | $2,500 | |||||
| THE ST ANDREWS SOCIETY OF DETROIT | |||||||||||
| 2363 ROCHESTER ROAD | TROY | MI | 480831951 | PC | MATCHING GIFT | $200 | |||||
| TIDES CANADA FOUNDATION | |||||||||||
| PC | GRANT | $50,000 | 400-163 WEST HASTINGS STREET | VANCOUVER | BRITISH COLUMBIA | CA | V6B 1H5 | ||||
| UNITED STATES ARTISTS | |||||||||||
| 980 N MICHIGAN AVE STE 1300 | CHICAGO | IL | 606114513 | PC | MATCHING GIFT | $5,000 | |||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 3003 S STATE ST STE 8000 | ANN ARBOR | MI | 48109 | PC | GRANT | $236,000 | |||||
| WAYNE METROPOLITIAN COMMUNITY ACTION AGENCY | |||||||||||
| 7310 WOODWARD AVENUE SUITE 800 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $80,000 | |||||
| WAYNE STATE UNIVERSITY | |||||||||||
| 5475 WOODWARD | DETROIT | MI | 48202 | PC | GRANT | $315,000 | |||||
| WAYNE STATE UNIVERSITY | |||||||||||
| 5475 WOODWARD | DETROIT | MI | 48202 | PC | GRANT | $163,200 | |||||
| YMCA OF METROPOLITAN DETROIT | |||||||||||
| 1401 BROADWAY SUITE 3A | DETROIT | MI | 482252112 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,504,502 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTS LEAGUE OF MICHIGAN INC | |||||||||||
| 4750 WOODWARD AVE 4TH FL | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $500,000 | |||||
| CLINTON RIVER WATERSHED | |||||||||||
| 1115 W AVON ROAD | ROCHESTER HILLS | MI | 48309 | PC | GRANT | $130,000 | |||||
| COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN | |||||||||||
| 333 WEST FORT STREET SUITE 2010 | DETROIT | MI | 482263134 | PC | PROGRAM SUPPORT | $50,000 | |||||
| COUNCIL OF GREAT LAKES REGION | |||||||||||
| PC | PROGRAM SUPPORT | $100,000 | 439 UNIVERSITY AVENUE SUITE 2200 | TORONTO | ONTARIO | CA | M5G 1Y8 | ||||
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||||||
| 39221 WOODWARD AVENUE | BLOOMFIELD HILLS | MI | 48304 | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| CULTURE SOURCE | |||||||||||
| 71 GARFIELD SUITE 040 | DETROIT | MI | 48201 | PC | GENERAL OPERATING SUPPORT | $97,000 | |||||
| DETROIT CHAMBER WINDS & STRINGS | |||||||||||
| 24901 NORTHWESTERN HEY SUITE 312 | SOUTHFIELD | MI | 48075 | PC | GRANT | $151,100 | |||||
| DETROIT HISPANIC DEVELOPMENT CORP | |||||||||||
| 1211 TRUMBULL | DETROIT | MI | 48216 | PC | GRANT | $75,000 | |||||
| DETROIT PUBLIC THEATRE | |||||||||||
| 684 W BALTIMORE ST 203 | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| DETROIT SYMPHONY ORCHESTRA | |||||||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | PC | DISCRETIONARY FUND | $250,000 | |||||
| DETROIT WATER AND SEWERAGE DEPARTMENT | |||||||||||
| 735 RANDOLPH STREET | DETROIT | MI | 48226 | PC | GRANT | $300,000 | |||||
| DETROITERS WORKING FOR ENVIROMENTAL JUSTICE | |||||||||||
| 4750 WOODWARD AVE SUITE 415 | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $125,000 | |||||
| EASTSIDE COMMUNITY NETWORK | |||||||||||
| 4401 CONNER | DETROIT | MI | 48215 | PC | PROGRAM SUPPORT | $350,000 | |||||
| ECO WORKS | |||||||||||
| 22400 WEST 7 MILE ROAD | DETROIT | MI | 48219 | PC | GRANT | $145,000 | |||||
| ECOLOGY CENTER INC | |||||||||||
| 339 E LIBERTY STREET STE 300 | ANN ARBOR | MI | 48104 | PC | GENERAL OPERATING SUPPORT | $65,000 | |||||
| ENVIROMENTAL LEADERSHIP PROGRAM INC | |||||||||||
| PO BOX 907 | GREENBELT | MD | 207680907 | PC | DISCRETIONARY FUND | $50,000 | |||||
| FRIENDS OF THE DETROIT RIVER | |||||||||||
| 20600 EUREKA ROAD SUITE 250 | TAYLOR | MI | 48180 | PC | PROGRAM SUPPORT | $22,000 | |||||
| FRIENDS OF THE ROUGE | |||||||||||
| 650 CHURCH ST SUITE 209 | PLYMOUTH | MI | 48170 | PC | DISCRETIONARY FUND | $40,000 | |||||
| GREAT LAKES ENVIROMENTAL LAW CENTER | |||||||||||
| 4444 2ND AVENUE | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $70,000 | |||||
| GREENING OF DETROIT | |||||||||||
| 13000 W MCNICHOLS | DETROIT | MI | 48235 | PC | GRANT | $175,000 | |||||
| HURON RIVER WATERSHED COUNCIL | |||||||||||
| 1100 N MAIN ST SUITE 210 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $240,000 | |||||
| INSIDEOUT LITERARY ARTS | |||||||||||
| 5201 CASS AVE PRENTIS HALL 3RD FL | DETROIT | MI | 48202 | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| METRO HEALTHCARE SOLUTIONS | |||||||||||
| 2720 S RIVER ROAD SUITE 218 202 | DES PLAINES | IL | 60018 | PC | GRANT | $120,000 | |||||
| MICHIGAN ASSOCIATION CONSERVATION DISTRICTS | |||||||||||
| 3001 COOLIDGE ROAD SUITE 250 | EAST LANSING | MI | 48823 | PC | PROGRAM SUPPORT | $357,500 | |||||
| MICHIGAN ENVIROMENTAL COUNCIL | |||||||||||
| 602 W IONIA | LANSING | MI | 48933 | PC | DISCRETIONARY FUND | $45,000 | |||||
| MIDTOWN DETROIT INC | |||||||||||
| 3939 WOODWARD SUITE 100 | DETROIT | MI | 48201 | PC | PROGRAM SUPPORT | $100,000 | |||||
| NATIONAL FISH AND WILDLIFE FEDERATION | |||||||||||
| 213 W LIBERTY ST 200 | ANN ARBOR | MI | 48104 | PC | PROGRAM SUPPORT | $250,000 | |||||
| RIVER RAISIN WATERSHED COUNCIL | |||||||||||
| 320 SPRINGBOOK SUITE 102 | ADRIAN | MI | 492212055 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SOUTHWEST DETROIT BUSINESS ASSOCIATION | |||||||||||
| 7752 WEST VERNOR HIGHWAY | DETROIT | MI | 48209 | PC | DISCRETIONARY FUND | $60,000 | |||||
| THE AUSABLE BAYFIELD CONSERVATION AUTHORITY | |||||||||||
| PC | PROGRAM SUPPORT | $50,000 | 71108 MORRISON LINE | EXETER | ONTARIO | CA | N0M 185 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 101 E CESAR CHAVEZ AVE | LANSING | MI | 48906 | PC | GRANT | $500,000 | |||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 3003 S STATE ST STE 8000 | ANN ARBOR | MI | 48109 | PC | GRANT | $44,000 | |||||
| WAYNE METROPOLITIAN COMMUNITY ACTION AGENCY | |||||||||||
| 7310 WOODWARD AVENUE SUITE 800 | DETROIT | MI | 48202 | PC | PROGRAM SUPPORT | $160,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,106,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,469,441 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$33,210 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,210 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,609 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,923,974 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|
| OTHER INCOME | 523000 | 01 | $96,738 | $0 |
| PARTNERSHIP INCOME | 523000 | 14 | -$9,582 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,601 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,542,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,534,180 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $80,276 | Amt |
| Net Investment Income | $40,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,138 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GILEAD SCIENCES INC 2.55% 09/01/2020 SR LIEN S&P A | $759,029 | $759,029 |
| SYSCO CORPORATION 2.6% 10/01/2020 SR LIEN NEXT CALL DT | $176,638 | $176,638 |
| ROYAL BANK OF CANADA 2.1% 10/14/2020 SR LIEN MOODY'S | $605,624 | $605,624 |
| GE CAPITAL INTERNATIONAL FUNDI 2.342% 11/15/2020 SER | $1,261,759 | $1,261,759 |
| VISA INC. 2.2% 12/14/2020 SR LIEN NEXT CALL DT. 11 14 20 S&P | $1,007,568 | $1,007,568 |
| O'REILLY AUTOMOTIVE INC 4.875% 01/14/2021 USD SR LIEN | $671,761 | $671,761 |
| STARBUCKS CORPORATION 2.1% 02/04/2021 USD SR LIEN | $1,016,777 | $1,016,777 |
| CROWN CASTLE INTL CORP 3.4% 02/15/2021 SR LIEN NEXT | $977,009 | $977,009 |
| INGERSOLL-RAND GLOBAL HOLDING 2.9% 02/21/2021 USD SR | $715,023 | $715,023 |
| JPMORGAN CHASE & CO 2.55% 03/01/2021 USD SR LIEN NEXT | $357,322 | $357,322 |
| SUNTRUST BANKS INC 2.9% 03/03/2021 USD SR LIEN NEXT | $256,149 | $256,149 |
| BANK OF MONTREAL MTN 3.1% 04/13/2021 USD SER D SR | $822,664 | $822,664 |
| APPLE INC. | $769,556 | $769,556 |
| ESTEE LAUDER CO INC | $709,150 | $709,150 |
| BMW US CAPITAL, LLC | $507,303 | $507,303 |
| AIR LIQUIDE FINANCE | $940,689 | $940,689 |
| HONEYWELL INTERNATIONAL INC. | $1,277,552 | $1,277,552 |
| AMGEN INC. | $215,895 | $215,895 |
| STATOIL ASA | $263,279 | $263,279 |
| KEYBANK NATIONAL ASSOCIATION | $950,048 | $950,048 |
| AT&T INC | $474,299 | $474,299 |
| THE J. M. SMUCKER COMPANY | $679,705 | $679,705 |
| BP CAP MARKETS AMERICA | $1,264,461 | $1,264,461 |
| DUKE ENERGY CAROLINAS, LLC | $237,242 | $237,242 |
| BANK OF AMERICA CORPORATION HYBRID MTN | $298,268 | $298,268 |
| RECKITT BENCKISER TREASURY | $721,480 | $721,480 |
| BIOGEN INC. | $804,767 | $804,767 |
| PAYPAL HOLDINGS, INC. | $338,245 | $338,245 |
| BANK OF MONTREAL MTN | $466,164 | $466,164 |
| ROPER INDUSTRIES, INC. | $1,051,246 | $1,051,246 |
| PNC BANK, NATIONAL ASSOCIATION HYBRID | $510,767 | $510,767 |
| MOODY'S CORPORATION | $1,245,889 | $1,245,889 |
| BANK OF NOVA SCOTIA | $578,285 | $578,285 |
| WELLS FARGO & COMPANY | $787,132 | $787,132 |
| IBM CREDIT CORP | $968,292 | $968,292 |
| COMCAST CORP | $1,049,757 | $1,049,757 |
| KEY BANK | $305,679 | $305,679 |
| 3M COMPANY MTN | $1,051,393 | $1,051,393 |
| CITIBANK NA | $1,029,486 | $1,029,486 |
| FISERV, INC. | $539,997 | $539,997 |
| BBVA USA | $511,871 | $511,871 |
| CENTERPOINT ENERGY, INC | $1,224,444 | $1,224,444 |
| CVS HEALTH CORPORATION | $1,021,875 | $1,021,875 |
| BANK OF NOVA SCOTIA (THE | $574,210 | $574,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INCOME FUND | $8,427,471 | $8,427,471 |
| ISABELLA BANK CORP | $16,316 | $16,316 |
| FEDERATED HIGH YIELD BONDS | $8,553,680 | $8,553,680 |
| ISHARES S&P 500 INDEX FUND | $83,773,425 | $83,773,425 |
| GOLDMAN SACH JUST US LARGE CAP | $2,861,142 | $2,861,142 |
| ISHARES RUSSEL 2000 SMALL CAP | $13,682,237 | $13,682,237 |
| ISHARES MSCI EAFE INTERNATION INDEX | $23,199,652 | $23,199,652 |
| STATE STREET HEDGED INTERNATIONAL INDEX | $22,424,197 | $22,424,197 |
| STATE STREET EMERGING MARKET EQUITY INDEX | $9,017,437 | $9,017,437 |
| EAGLE DYNAMIC EQUITY | $6,690,729 | $6,690,729 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,451,201 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,451,201 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART AND OFFICE EQUIPMENT | FMV | $245,056 | $245,056 |
| HEDGE FUND MANAGERS LTD | FMV | $14,241,300 | $14,241,300 |
| PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE | FMV | $2,256,775 | $2,256,775 |
| GS VINTAGE V | FMV | $345,462 | $345,462 |
| GS VINTAGE VI OFFSHORE | FMV | $821,052 | $821,052 |
| GS VINTAGE VII OFFSHORE | FMV | $3,405,933 | $3,405,933 |
| GS VINTAGE VIII OFFSHORE | FMV | $410,683 | $410,683 |
| PRIVATE EQUITY MANAGERS 2020 OFFSHORE | FMV | $82,292 | $82,292 |
| PRIVATE EQUITY MANAGERS 2015 | FMV | $3,757,393 | $3,757,393 |
| PRIVATE EQUITY MANAGERS 2014 | FMV | $6,300,398 | $6,300,398 |
| PRIVATE EQUITY MANAGERS 2016 | FMV | $4,498,092 | $4,498,092 |
| PRIVATE EQUITY MANAGERS 2018 | FMV | $1,396,086 | $1,396,086 |
| PRIVATE EQUITY MANAGERSIMPACT 2018 | FMV | $189,168 | $189,168 |
| DISTRESSED MANAGERS IV | FMV | $145,762 | $145,762 |
| PRIVATE CREDIT MANAGERS II OFFSHORE | FMV | $3,008,104 | $3,008,104 |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS VIII,LP | FMV | $781,680 | $781,680 |
| MICHIGAN ELAB CAPITAL PARTNERS, LP | FMV | $1,615,267 | $1,615,267 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI,LP | FMV | $4,387,591 | $4,387,591 |
| DEERFIELD PRIVATE DESIGN FUND IV, LP | FMV | $1,898,662 | $1,898,662 |
| COMMONFUND CAPITAL VENTURE XII, LP | FMV | $832,796 | $832,796 |
| THE HURON FLEX EQUITY FUND, LP | FMV | $301,322 | $301,322 |
| THE HURON FUND V, LP | FMV | $693,808 | $693,808 |
| DEERFIELD HEALTH CARE INNOVATIONS | FMV | $90,479 | $90,479 |
| COMMONFUND CAPITAL VENTURE PARTNERS XIII, LP | FMV | $232,264 | $232,264 |
| DFJ GROWTH IV | FMV | $116,837 | $116,837 |
| PENN SQUARE GLOBAL REAL ESTATE FUND I, LP | FMV | $101,108 | $101,108 |
| GOLDENTREE | FMV | $538,224 | $538,224 |
| ERB FAMILY LIQUIDATING TRUST | FMV | $29,114 | $29,114 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,208 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,799 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $20,554 | $94,768 | $94,768 |
| EXCISE TAX RECOVERY | $0 | $220,418 | $220,418 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON MARKET SECURITIES | Desc |
| Amt | $4,747,182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $15,537 | $0 | $0 | $15,537 |
| TECHNOLOGY | $90,068 | $0 | $0 | $90,068 |
| PROGRAM RELATED EXPENSES | $16,782 | $0 | $0 | $16,782 |
| OFFICE EXPENSE | $15,245 | $0 | $0 | $15,245 |
| MISCELLANEOUS EXPENSES | $7,553 | $0 | $0 | $7,553 |
| MEMBERSHIP DUES | $48,510 | $0 | $0 | $48,510 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INVESTMENT INCOME FROM INVESTMENT PARTNERSHIPS | -$9,582 | -$144,601 | $0 |
| EXCISE TAX RECOVERY | $96,738 | $0 | $0 |
| OTHER INCOME | $0 | $0 | $0 |
| PARTNERSHIP INCOME | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES FROM PARTNERSHIPS | Desc |
| Amt | $93,083 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXCISE TAXES | $419,106 | $353,121 |
| OTHER ACCRUED EXPENSES | $338,368 | $244,707 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $315,087 | $0 | $0 | $435,423 |
| INVESTMENT EXPENSES | $1,106,705 | $1,106,705 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $97,067 | $7,555 | $0 | $86,775 |
| PROPERTY TAXES | $7,691 | $0 | $0 | $7,412 |
| UBTI TAX | $10,000 | $0 | $0 | $0 |
| OTHER TAXES | $144,082 | $0 | $0 | $0 |
| EXCISE TAX | $58,253 | $0 | $0 | $0 |