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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491305007259 0MB No 1545-0052 Form990-PF Return of Private Foundation 2018 Dc'JKtI1mc'nt oftht:" Trt'J..,un lntc:m~li Re\ emit:" 'ien 1cc: or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018 Name of foundation A Employer 1dent1f1cat1on number CHARLES STEWART MOTI FOUNDATION 38-1211227 Number and street (or PO box number 1f mall 1s not delivered to street address) I Room/suite B Telephone number (see 1nstruct1ons) 503 S SAGINAW STREET 1200 (810) 238-5651 City or town, state or province, country, and ZIP or foreign postal code FLINT, MI 485021851 C If exemption appl1cat1on 1s pending, check here D G Check all that apply D Init1a I return D Initial return of a former public charity D 1. Foreign organizations, check here D D Final return D Amended return 2 Foreign organizations meeting the 85% D D Address change D Name change test, check here and attach computation Section 501(c)(3) exempt private foundation E If private foundation status was terminated D H Check type of organization under section 507(b)(1)(A), check here D Section 4947(a)(1) nonexempt charitable trust D Other taxable private foundation I Fair market value of all assets at end J Accounting method D Cash Accrual F If the foundation 1s 1n a 60-month term1nat1on D of year (from Part II, col (c), D Other (specify) under section 507(b)(1)(B), check here /me 16) ~$ 3,009,763,717 (Part I, column (d) must be on cash basis) •@II Analysis of Revenue and Expenses (The total (a) Revenue and ( d) Disbursements (b) Net investment (c) AdJusted net for charitable of amounts m columns (b}, (c), and (d) may not necessanly expenses per equal the amounts m column (a) (see 1nstruct1ons)) books income income purposes (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) 2 Check~ 1f the foundation 1s not required to attach Sch B 3 Interest on savings and temporary cash investments 146,575 146,575 4 D1v1dends and interest from securities 32,994,539 32,994,539 Sa Gross rents 875,338 875,338 b Net rental income or (loss) -1,379,121 Cl) 6a Net gain or (loss) from sale of assets not on line 10 47,947,702 2 b Gross sales price for all assets on line 6a Cl) > 369,930,909 Cl) a: 7 Capital gain net income (from Part IV, line 2) 192,739,142 8 Net short-term capital gain 9 Income mod1f1cat1ons 10a Gross sales less returns and allowances I 0 b Less Cost of goods sold I 0 C Gross profit or (loss) (attach schedule) 0 11 Other income (attach schedule) 149,620,871 -2,825,341 0 12 Total. Add lines 1 through 11 231,585,025 223,930,253 0 13 Compensation of officers, directors, trustees, etc 3,627,994 1,432,037 2,195,957 14 Other employee salaries and wages 8,827,224 2,331,642 6,335,364 ,J'> 15 Pension plans, employee benefits 6,771,199 1,555,734 3,355,647 Cl) ,J'> 16a Legal fees (attach schedule) 699,996 105,996 0 469,014 b Accounting fees (attach schedule) 294,000 65,400 0 247,650 )( Li.I C Cl) Other professional fees (attach schedule) 4,056,672 3,371,718 0 665,006 > 17 Interest z; 18 Taxes (attach schedule) (see instructions) 'Ji 2,379,106 0 0 57,897 l= 19 Deprec1at1on (attach schedule) and depletion 248,212 99,651 0 .... "O 20 Occupancy 1,750,821 660,952 1,089,804 c::( "O 21 Travel, conferences, and meetings 919,912 79,478 798,078 .... 22 Printing and publ1cat1ons 218,234 51,717 182,810 (':: g. 23 Other expenses (attach schedule) 1,034,780 183,577 0 903,429 - 24 Total operating and administrative expenses. (':: Add lines 13 through 23 30,828,150 9,937,902 0 16,300,656 0 25 Contributions, gifts, grants paid 131,758,088 130,618,079 26 Total expenses and disbursements. Add lines 24 and 25 162,586,238 9,937,902 0 146,918,735 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements 68,998,787 b Net investment income ( 1f negative, enter -0-) 213,992,351 C Adjusted net income (1f negative, enter -0-) 0 For Paperwork Reduction Act Notice, see mstruct1ons. Cat No 11289X Form 990-PF (2018)

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efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93491305007259
0MB No 1545-0052
Form990-PF Return of Private Foundation 2018 Dc'JKtI1mc'nt oftht:" Trt'J..,un
lntc:m~li Re\ emit:" 'ien 1cc: or Section 4947(a)(1) Trust Treated as Private Foundation
~ Do not enter social security numbers on this form as it may be made public. ~ Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public
Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation A Employer 1dent1f1cat1on number CHARLES STEWART MOTI FOUNDATION
38-1211227
Number and street (or PO box number 1f mall 1s not delivered to street address) I Room/suite B Telephone number (see 1nstruct1ons) 503 S SAGINAW STREET 1200
(810) 238-5651
City or town, state or province, country, and ZIP or foreign postal code FLINT, MI 485021851 C If exemption appl1cat1on 1s pending, check here D ~
G Check all that apply D Init1a I return D Initial return of a former public charity D 1. Foreign organizations, check here D D Final return D Amended return
~ 2 Foreign organizations meeting the 85%
D D Address change D Name change test, check here and attach computation ~
~ Section 501(c)(3) exempt private foundation E If private foundation status was terminated D H Check type of organization under section 507(b)(1)(A), check here ~
D Section 4947(a)(1) nonexempt charitable trust D Other taxable private foundation
I Fair market value of all assets at end J Accounting method D Cash ~ Accrual F If the foundation 1s 1n a 60-month term1nat1on D of year (from Part II, col (c), D Other (specify) under section 507(b)(1)(B), check here ~
/me 16) ~$ 3,009,763,717 (Part I, column (d) must be on cash basis)
•@II Analysis of Revenue and Expenses (The total (a) Revenue and ( d) Disbursements
(b) Net investment (c) AdJusted net for charitable of amounts m columns (b}, (c), and (d) may not necessanly expenses per equal the amounts m column (a) (see 1nstruct1ons)) books
income income purposes (cash basis only)
1 Contributions, gifts, grants, etc , received (attach schedule)
2 Check~ ~ 1f the foundation 1s not required to attach Sch B
3 Interest on savings and temporary cash investments 146,575 146,575
4 D1v1dends and interest from securities 32,994,539 32,994,539
Sa Gross rents 875,338 875,338
b Net rental income or (loss) -1,379,121
Cl) 6a Net gain or (loss) from sale of assets not on line 10 47,947,702
2 b Gross sales price for all assets on line 6a Cl)
> 369,930,909 Cl)
a: 7 Capital gain net income (from Part IV, line 2) 192,739,142
8 Net short-term capital gain
9 Income mod1f1cat1ons
b Less Cost of goods sold I 0
C Gross profit or (loss) (attach schedule) 0
11 Other income (attach schedule) ~ 149,620,871 -2,825,341 0
12 Total. Add lines 1 through 11 231,585,025 223,930,253 0
13 Compensation of officers, directors, trustees, etc 3,627,994 1,432,037 2,195,957
14 Other employee salaries and wages 8,827,224 2,331,642 6,335,364
,J'> 15 Pension plans, employee benefits 6,771,199 1,555,734 3,355,647 Cl) ,J'> 16a Legal fees (attach schedule) ~ 699,996 105,996 0 469,014
~ b Accounting fees (attach schedule) ~ 294,000 65,400 0 247,650 )(
Li.I C
Cl) Other professional fees (attach schedule) ~ 4,056,672 3,371,718 0 665,006
> 17 Interest z; ~ 18 Taxes (attach schedule) (see instructions) ~ 'Ji
2,379,106 0 0 57,897
l= 19 Deprec1at1on (attach schedule) and depletion ~ 248,212 99,651 0
.... "O 20 Occupancy 1,750,821 660,952 1,089,804 c::(
"O 21 Travel, conferences, and meetings 919,912 79,478 798,078
.... 22 Printing and publ1cat1ons 218,234 51,717 182,810
('::
g. 23 Other expenses (attach schedule) ~ 1,034,780 183,577 0 903,429
- 24 Total operating and administrative expenses. ('::
~ Add lines 13 through 23 30,828,150 9,937,902 0 16,300,656
0 25 Contributions, gifts, grants paid 131,758,088 130,618,079
26 Total expenses and disbursements. Add lines 24 and 25 162,586,238 9,937,902 0 146,918,735
27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements 68,998,787
b Net investment income ( 1f negative, enter -0-) 213,992,351
C Adjusted net income (1f negative, enter -0-) 0
For Paperwork Reduction Act Notice, see mstruct1ons. Cat No 11289X Form 990-PF (2018)
Form 990-PF (2018) Page 2
111111 Balance Sheets Attached schedules and amounts in the description column Beginning of year End of year should be for end-of-year amounts only (See 1nstruct1ons ) (a) Book Value (b) Book Value (c) Fair Market Value
1 Cash-non-, nterest-bea ring 24,281 24,102 24,102
2 Savings and temporary cash investments 113,483,093 102,532,973 102,532,973
3 Accounts receivable ~ 93,482
4 Pledges receivable~
5 Grants receivable •
6 Receivables due from officers, directors, trustees, and other
d1squalif1ed persons (attach schedule) (see 1nstruct1ons) 0 0 0
7 Other notes and loans receivable (attach schedule)~ 1 500 000
Less allowance for doubtful accounts~ 0 1,500,000 ~ 1,500,000 1,500,000
,J', 8 Inventories for sale or use -Cl) 9 Prepaid expenses and deferred charges 2,819,555 452,066 452,066 ,J', ,J',
10a Investments-U S and state government obligations (attach schedule) 86,991,386 ~ 95,343,484 95,343,484 <:(
b Investments-corporate stock (attach schedule) 610,515,516 ~ 483,288,885 483,288,885
C Investments-corporate bonds (attach schedule) 176,051,567 ~ 177,982,580 177,982,580
11 Investments-land, buildings, and equipment basis~ 10,264,386
Less accumulated deprec1at1on (attach schedule)~ 7,408,935 3,066,346 ~ 2,855,451 7,316,950
12 Investments-mortgage loans
Less accumulated deprec1at1on (attach schedule)~ o 2,173,003 ~ 4,361,998 4,361,998
15 Other assets ( describe ~ ) ~ 807,491 ~ 1,066,203 ~ 1,066,203
16 Total assets (to be completed by all filers-see the
1nstruct1ons Also, see page 1, ,tern I) 3,098,258,647 3,005,302,218 3,009,763,717
17 Accounts payable and accrued expenses • 2,051,515 2,425,035
18 Grants payable 25,820,483 27,244,273 ,J',
Deferred revenue Cl) 19 E
20 Loans from officers, directors, trustees, and other d1squalif1ed persons 0 0 .0 w 21 Mortgages and other notes payable (attach schedule). 0 0
..:J 22 Other l1ab11it1es (describe~ ) ~ 61,614,300 ~ 58,215,809
23 Total liabilities(add lines 17 through 22) 89,486,298 87,885,117
,J', Foundations that follow SFAS 117, check here ~ ~
Cl) and complete lines 24 through 26 and lines 30 and 31. ~ 24 Unrestricted 3,008,772,349 2,917,417,101 w w 25 Temporarily restricted co .... .... 26 Permanently restricted ...,
~ D ..... Foundations that do not follow SFAS 117, check here .... and complete lines 27 through 31. 0
,J', 27 Capital stock, trust principal, or current funds -Cl)
,J', 28 Pa1d-1n or capital surplus, or land, bldg , and equipment fund ,J',
<:( - 29 Retained earnings, accumulated income, endowment, or other funds Cl)
Total net assets or fund balances (see 1nstruct1ons) 2 30 3,008,772,349 2,917,417,101
31 Total liabilities and net assets/fund balances (see 1nstruct1ons) 3,098,258,647 3,005,302,218
•z ••••• Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beg1nn1ng of year-Part II, column (a), line 30 (must agree with end- of-year figure reported on prior year's return) 1 3,008,772,349
2 Enter amount from Part I, line 27a 2 68,998,787
3 Other increases not included ,n line 2 (1tem1ze) ~ ~ 3 6,964,822
4 Add lines 1, 2, and 3 4 3,084,735,958
5 Decreases not included ,n line 2 (1tem1ze) ~ ~ 5 167,318,857
6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 I 6 I 2,917,417,101
Form 990-PF (2018)
Form 990-PF (2018) Page 3 1:1.fliN Capital Gains and Losses for Tax on Investment Income
(b) (c) (d) (a) List and describe the kind(s) of property sold (e g, real estate, How acquired Date acquired Date sold
2-story brick warehouse, or common stock, 200 shs MLC Co ) P-Purchase D-Donat1on
(mo , day, yr ) (mo , day, yr )
1 a SECURITIES p
c DISPOSAL OF PARTNERSHIP INTEREST p
d GAIN/LOSS FROM FORMS K-1 p
e
a 366,268,928 321,954,671
b 35,381,851 2,959,120
C 0 725,160
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) (j) (k)
Adjusted basis Excessofcol (1) col FM V as of 12/31/69
as of 12/31/69 over col (j), 1f any
a 0
b 0
C 0
d 0
e
I If gain, also enter 1n Part I, line 7 ( 2 Capital gain net income or (net capital loss) 1 If (loss), enter -0- in Part I, line 7 I 2
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
If gain, also enter 1n Part I, line 8, column (c) (see instructions) If (loss), enter -0- ( 1n Part I, line 8 3
•@A Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period7 If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount 1n each column for each year, see instructions before making any entries
(a) (b) (c) Base period years Calendar
AdJusted qual1fy1ng d1stnbut1ons Net value of nonchantable-use assets year (or tax year beginning in)
2017 138,206,653 2,874,557,281
2016 133,201,047 2,668,347,349
2015 142,883,337 2,744,910,869
2014 87,766,986 2,617,622,803
2013 129,055,739 2,357,437,225
2 Total of line 1, column (d) 2
3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5 0, or by the number of years the foundation has been 1n existence 1f less than 5 years 3
4 Enter the net value of noncharitable-use assets for 2018 from Part X, line 5 4
5 Multiply line 4 by line 3 5
6 Enter 1 % of net investment income ( 1 % of Part I, line 27b) 6
7 Add lines 5 and 6 7
8 Enter qualifying d1stribut1ons from Part XII, line 4 I 8
(col
44,314,257
32,422,731
-725,160
116,727,314
(I) Gains (Col (h) gain minus (k), but not less than -0-) or
Losses (from col (h))
0 048079
0 049919
0 052054
0 033529
0 054744
0 238325
144,302,415
2,139,924
146,442,339
149,107,730 If line 8 1s equal to or greater than line 7, check the box 1n Part VI, line lb, and complete that part using a 1 % tax rate See the Part VI instructions
Form 990-PF (2018)
Form 990-PF (2018) Page 4 •er.•••··- Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 see instructions)
c All other domestic foundations enter 2% of line 27b Exempt foreign organ1zat1ons enter 4% of Part I, line 12, col (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
3 Add lines 1 and 2.
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
S Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- •
6 Credits/Payments
a 2018 estimated tax payments and 2017 overpayment credited to 2018
b Exempt foreign organizations-tax withheld at source
6a 1,950,000
c Tax paid with appl1cat1on for extension of time to file (Form 8868)
d Backup w1thhold1ng erroneously withheld •
7 Total credits and payments Add lines 6a through 6d.
6b
6c
6d
8 Enter any penalty for underpayment of estimated tax Check here ~ 1f Form 2220 1s attached ~ 9 Tax due. If the total of lines 5 and 8 1s more than line 7, enter amount owed .
10 Overpayment. If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid. ~
11 Enter the amount of line 10 to be Credited to 2019 estimated tax~ I Refunded ~ •:F.Ti;aL'U"""'·• Statements Regarding Activities
la During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did
1t part1c1pate or intervene 1n any political campaign?
0
b D1d 1t spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes? (see Instructions
for def1nit1on).
If the answer 1s "Yes" to la or lb, attach a detailed descnpt1on of the act1v1t1es and copies of any matenals
published or d1stnbuted by the foundation in connection with the act1v1t1es
c D1d the foundation file Form 1120-POL for this year?,
d Enter the amount (1f any) of tax on pol1t1cal expenditures (section 4955) imposed during the year
(1) On the foundation ~ $ (2) On foundation managers ~ $ _______ _
e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1cal expenditure tax imposed
on foundation managers ~ $ _______ _
2 Has the foundation engaged 1n any act1v1t1es that have not previously been reported to the IRS?
If "Yes," attach a detailed descnpt1on of the act1v1t1es
3 Has the foundation made any changes, not previously reported to the IRS, 1n its governing instrument, articles
of incorporation, or bylaws, or other s1m1lar instruments? If "Yes," attach a conformed copy of the changes
4a D1d the foundation have unrelated business gross income of $1,000 or more during the year?,
b If "Yes," has 1t filed a tax return on Form 990-T for this year?,
5 Was there a l1qu1dat1on, term1nat1on, d1ssolut1on, or substantial contraction during the year?
If "Yes," attach the statement reqwred by General Instruction T
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1ed either • By language in the governing instrument, or
• By state leg1slat1on that effectively amends the governing instrument so that no mandatory d1rect1ons
that conflict with the state law remain 1n the governing instrument?
7 D1d the foundation have at least $5,000 in assets at any time during the year?If "Yes," complete Part II, col (c),
and Part XV
Sa Enter the states to which the foundation reports or with which 1t 1s registered (see 1nstruct1ons)
~MI
b If the answer 1s "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation.
9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(J)(3)
or 4942(J)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV
If "Yes," complete Part XIV
2
3
4
5
7
8
9
10
11
10 D1d any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses
Statements Regarding Activities (continued)
11 At any time during the year, did the foundation, directly or 1nd1rectly, own a controlled entity w1th1n the
meaning of section 512(b)(13)7 If "Yes," attach schedule See 1nstruct1ons ~- 12 Did the foundation make a d1stribut1on to a donor advised fund over which the foundation or a d1squal1f1ed person had
advisory priv11eges7 If "Yes," attach statement See 1nstruct1ons
13 Did the foundation comply with the public 1nspect1on requirements for its annual returns and exemption applicat1on7
Website address ~WWW MOTT ORG
Page 5
11 Yes
12 No
13 Yes
------------------------------------------------ 14 The books are 1n care of ~""G"'"'R""EG-"-'-H'"'O-'-P-'-T-"-O'""'N _______________________ Telephone no ~(810) 238-5651
Located at ~503 S SAGINAW STREET SUITE 1200 FLINT MI ZIP+4 ~485021851
15 Section 4947(a)(1) nonexempt charitable trusts f1l1ng Form 990-PF 1n lieu of Form 1041 -check here. and enter the amount of tax-exempt interest received or accrued during the year. .;. I 15
16 At any time during calendar year 2018, did the foundation have an interest 1n or a signature or other authority over
a bank, securities, or other financial account in a foreign country? •
See the instructions for exceptions and filing requirements for FinCEN Form 114 If "Yes", enter the name of the foreign country~ SF
•~ ...... ci,• Statements Regarding Activities for Which Form 4720 May Be Required
la
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
During the year did the foundation (either directly or 1nd1rectly)
(1) Engage 1n the sale or exchange, or leasing of property with a d1squal1f1ed person7
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1t from)
a d1squal1f1ed person7,
(3) Furnish goods, services, or fac1l1t1es to (or accept them from) a d1squal1f1ed person7
(4) Pay compensation to, or pay or reimburse the expenses of, a d1squalif1ed person7
(5) Transfer any income or assets to a d1squalif1ed person (or make any of either available
for the benefit or use of a d1squal1f1ed person)?,
(6) Agree to pay money or property to a government offlc1a17 (Exception. Check "No"
1f the foundation agreed to make a grant to or to employ the off1c1al for a period
D Yes ~
D Yes ~
No
No
No
No
No
after term1nat1on of government service, 1f terminating w1th1n 90 days ). D Yes ~ No
b If any answer 1s "Yes" to la(l)-(6), did any of the acts fall to qualify under the exceptions described 1n Regulations
section 53 4941(d)-3 or 1n a current notice regarding disaster ass1stance7 See instructions.
Organ1zat1ons relying on a current notice regarding disaster assistance check here.
c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts,
that were not corrected before the first day of the tax year beginning 1n 20187,
2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(J)(3) or 4942(J)(5))
a At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
~ D
and 6e, Part XIII) for tax year(s) beginning before 20187, D Yes ~ No If "Yes," 11st the years~ 20 __ , 20 __ , 20 __ , 20 __
b Are there any years listed 1n 2a for which the foundation 1s not applying the prov1s1ons of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed income7 (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement-see 1nstruct1ons ) •
c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, list the years here ~ 20 __ , 20 __ , 20 __ , 20 __
3a Did the foundation hold more than a 2% direct or 1nd1rect interest 1n any business enterprise at
any time during the year7, ~ Yes D No b If "Yes," did 1t have excess business holdings in 2018 as a result of (1) any purchase by the foundation
or d1squal1f1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved
by the Comm1ss1oner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period7(Use Schedule C, Form 4720, to determine
1f the foundation had excess business holdings in 2018 ).
4a Did the foundation invest during the year any amount in a manner that would Jeopardize its charitable purposes?
b Did the foundation make any investment 1n a prior year (but after December 31, 1969) that could Jeopardize its
charitable purpose that had not been removed from Jeopardy before the first day of the tax year beginning 1n 20187
~ D
Form 990-PF (2018)
Form 990-PF (2018) Page 6 --~ ........... ~;- Statements Regarding Activities for Which Form 4720 May Be Required (continued)
Sa During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))? D Yes ~ No (2) Influence the outcome of any spec1f1c public election (see section 4955), or to carry
on, directly or indirectly, any voter reg1strat1on drive?, D Yes ~ No (3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? D Yes ~ No (4) Provide a grant to an organization other than a charitable, etc, organ1zat1on described
1n section 4945(d)(4)(A)? See 1nstruct1ons. ~ Yes D No (5) Provide for any purpose other than rel1g1ous, charitable, sc1ent1f1c, literary, or
educational purposes, or for the prevention of cruelty to children or animals?, D Yes ~ No b If any answer 1s "Yes" to Sa( 1)-(5), did any of the transactions fall to qualify under the exceptions described 1n
Regulations section 53 4945 or in a current notice regarding disaster assistance? See instructions • Sb Organ1zat1ons relying on a current notice regarding disaster assistance check here. .... D
C If the answer 1s "Yes" to question Sa( 4 ), does the foundation claim exemption from the
tax because 1t maintained expenditure respons1b1l1ty for the grant?, ~ Yes D No If "Yes," attach the statement reqwred by Regulations section 53 4945-S(d) ~
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?. D Yes ~ No b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract?. 6b
If "Yes" to 6b, ftle Form 8870
7a At any time during the tax year, was the foundation a party to a proh1b1ted tax shelter transaction? D Yes ~ No b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? • 7b
8 Is the foundation subJect to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? • D Yes D No
l#il?ffl Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
1 List a II ff' 0 1cers, d' 1rectors, trustees, f d oun at1on managers an d h . t e1r compensation. See mstruct1ons
Yes No
No
No
(b) Title, and average (c) Compensation (If (d) Contributions to (e) Expense account, (a) Name and address hours per week not paid, enter employee benefit plans and
devoted to pos1t1on -0-) deferred compensation other allowances
See Add1t1onal Data Table
2 Compensation of five highest-paid employees (other than those included on line 1-see instructions). If none, enter "NONE."
( b) Title, and average (d) Contributions to
(a) Name and address of each employee paid hours per week (c) Compensation
employee benefit (e) Expense account, more than $50,000
devoted to pos1t1on plans and deferred other allowances
compensation
503 S SAGINAW STREET 35 000
FLINT, MI 485021851
201 W BIG BEAVER ROAD 35 000
SUITE 900 TROY, MI 48084
CHERYL GARNEAU INVESTMENT MANAGER 471,355
201 W BIG BEAVER ROAD 35 000
SUITE 900 TROY, MI 48084
SHANNON LAWDER DIR-CIVIL SOCIETY 274,116
503 S SAGINAW STREET 35 000
FLINT, MI 485021851
201 W BIG BEAVER ROAD 35 000
SUITE 900 TROY, MI 48084
0
0
0
0
0
Form 990-PF (2018)
Form 990-PF (2018) Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
IWl"UI and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 ( b) Type of service (c) Compensation
Bodman PLC Legal & Consulting 843,262
6th Floor at Ford Field 1901 St Antoine Street Detroit, MI 48226
JASON RICCI TECHNOLOGY CONSULTING 836,150
1021 COLE STREET SAN FRANCISCO, CA 94117
LSV Asset Management Investment Management Services 760,777
8545 Solution Center Chicago, IL 60677
FOCUSED INVESTORS LLC INVESTMENT MANAGEMENT SERVICES 599,069
9777 WILSHIRE BLVD SUITE 910 BEVERLY HILLS, CA 90212
SIT Investment Associates Investment Management Services 420,628
PO Box 1450 Minneapolis, MN 55485
Total number of others receiving over $50,000 for professional services. ~ 23
•:r.1••t:CJ•• Summary of Direct Charitable Activities List the foundation's four largest direct charitable act1v1t1es during the tax year Include relevant stat1st1cal 1nformat1on such as the number of
Expenses organizations and other benef1c1anes served, conferences convened, research papers produced, etc
1 Mott Afterschool App The goal of this Foundat1on-Adm1n1stered Proiect (FAP) 1s to leverage technology to improve afterschool programming across the United States Spec1f1cally, this App supports the development of a mobile web appl1cat1on that will provide afterschool professionals and other educators with easy and equitable access to high- quality educational content and professional development resources The App will curate content from branded partners as well as curricula generated by experts 1n the field and include a wide range of engaging topics and themes that engage students 1n learning, such as robotics, sports, and arts Through the App this proiect seeks to provide equitable access for all children to the best educational resources available 1n the afterschool space 394,414
2 Advancing Afterschool Technical Assistance This Foundat1on-Adm1nistered Proiect (FAP) helped to further the Foundation's efforts to provide technical assistance in the areas of afterschool policy, practice and sustainability Through this FAP, the Foundation comm1ss1oned a consultant to 1) promote understanding of maier policy or other developments 1n the afterschool, community learning, and expanded learning fields, 2) develop strategies to advance the statewide afterschool networks, 3) assist 1n the preparation and 1mplementat1on of the National Network of State Afterschool Networks' meeting, and 4) part1c1pate in meetings and conferences with other education stakeholders 180,000
3 State of M1ch1gan L1a1son Office This Foundat1on-Adm1n1stered Proiect (FAP) supports the Office of Foundation L1a1son (OFL), established 1n 2003 at the suggestion of M1ch1gan ph1lanthrop1c leaders The office helps develop strategic partnerships between the state of M1ch1gan and foundations in order to create better outcomes for M1ch1gan c1t1zens w1th1n a commonly defined set of agendas OFL has received funding from 18 M1ch1gan foundations as well as in-kind support from the state government Its goals are to 1) promote mutual understanding and collaborat1on between state government and foundations and to 1dent1fy strategic opportun1t1es for partnering, 2) serve as a trusted source of data, information, and dialogue about programs, policy impacts, and policy 1mplementat1on options, and 3) fac1l1tate strategic Joint investments that will improve outcomes for M1ch1gan and its residents Its 2018 priorities included P20 Education, Economic & Workforce Development, and Health 129,160
4 Technical Assistance for Downtown Flint Rev1talizat1on This Foundat1on-Adm1nistered Proiect (FAP) helped to further rev1tal1zat1on efforts 1n downtown Flint Through this FAP, progress continued on maier redevelopment efforts that provide quality of life improvements 1n the central city, which are the building blocks for renewed economic development In the past year work under this FAP focused on 1) conducting real estate due d1l1gence, compiling sources and uses of funding, and making construction recommendations for the YWCA mixed-income housing proiect, 2) begin construction and leasing at the Perry Drug retail building, 3) working with Mott Community College to monitor construction and secure building services on the college's culinary school relocation in downtown, 4) 1dent1fy1ng and adv1s1ng on real estate acqu1s1t1ons and development opportun1t1es along the Saginaw Street corridor and downtown, and 5) advising on the operations and leasing of properties 122,620
•:r-1•••: ... ,. Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount
1 BC LEASING THIS PROGRAM-RELATED INVESTMENT INVOLVED THE REMEDIATION OF PROPERTY IN FLINT, MICHIGAN THE PROPERTY WILL BE RE-UTILIZED PURSUANT TO THE FOUNDATION'S CHARITABLE MISSION OF URBAN REDEVELOPMENT AND ECONOMIC REVITALIZATION FOR FLINT 1,117,329
2 MARKET PLACE PROPERTY THIS PROGRAM-RELATED INVESTMENT INVOLVED THE PROCUREMENT OF PROPERTY IN FLINT, MICHIGAN THIS PROPERTY WILL BE RE-UTILIZED PURSUANT TO THE FOUNDATION'S CHARITABLE MISSION OF URBAN REDEVELOPMENT AND ECONOMIC REVITALIZATION FOR FLINT'S DOWNTOWN AREA 847,664
All other program-related investments See 1nstruct1ons
3 '!;I 224,002
Form 990-PF (2018)
Form 990-PF (2018) Page 8 IZ a.a_• Minimum Investment Return (All domestic foundations must complete this part Foreign foundat1ons,see 1nstruct1ons )
1 Fair market value of assets not used (or held for use) directly 1n carrying out charitable, etc,
purposes
a Average monthly fair market value of securities. la 3,056,509,532
b Average of monthly cash balances. lb 12,875,502
C Fair market value of all other assets (see 1nstruct1ons). le 4,147,187
d Total (add lines la, b, and c). ld 3,073,532,221
e Reduction claimed for blockage or other factors reported on lines la and
le (attach detailed explanation) '!:J, I le I 24,328,267
2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2 0
3 Subtract line 2 from line ld. 3 3,073,532,221
4 Cash deemed held for charitable act1v1t1es Enter 1 1/2% of line 3 (for greater amount, see
instructions). 4 46,102,983
5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 3,027,429,238
6 Minimum investment return. Enter 5% of line 5. 6 151,371,462
lifii!fl Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign
organ1zat1ons check here~ D and do not complete this part )
1 M1n1mum investment return from Part X, line 6. 1 151,371,462
2a Tax on investment income for 2018 from Part VI, line 5. I 2a I 2,139,924
b Income tax for 2018 (This does not include the tax from Part VI ). I 2b I 0
C Add lines 2a and 2b. 2c 2,139,924
3 Distributable amount before adjustments Subtract line 2c from line 1. 3 149,231,538
4 Recoveries of amounts treated as qualifying d1stribut1ons. 4 335,666
5 Add lines 3 and 4. 5 149,567,204
6 Deduction from distributable amount (see 1nstruct1ons). 6
7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1. 7 149,567,204
l:JffiS:Ui Qualifying Distributions (see instructions)
1
a
b
2
3
a
b
4
5
6
Amounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc , purposes
Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 146,918,735
Program-related investments-total from Part IX-B. lb 2,188,995
Amounts paid to acquire assets used (or held for use) directly 1n carrying out charitable, etc,
purposes. 2
Amounts set aside for spec1f1c charitable projects that satisfy the
Su1tab11ity test (prior IRS approval required). 3a
Cash d1stribut1on test (attach the required schedule). 3b 0
Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 149,107,730
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income Enter 1 % of Part I, line 27b See instructions. 5 2,139,924
Adjusted qualifying distributions. Subtract line 5 from line 4. 6 146,967,806 Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years Form 990-PF (2018)
Form 990-PF (2018) Page 9 Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2017 2017 2018
1 Distributable amount for 2018 from Part XI, line 7 149,567,204
2 Undistributed income, 1f any, as of the end of 2018 a Enter amount for 2017 only. 0
b Total for prior years 2016 , 2015 , 2014 0
3 Excess d1stribut1ons carryover, 1f any, to 2018 a From 2013. 6,327,410
b From 2014. 0
C From 2015. 8,929,955
d From 2016. 1,379,840
e From 2017. 0
f Total of lines 3a through e. 16,637,205
4 Qual1fy1ng d1stribut1ons for 2018 from Part XII, line 4 ~ $ 149 107 730
a Applied to 2017, but not more than line 2a 0
b Applied to undistributed income of prior years 0
(Election required-see 1nstruct1ons).
required-see 1nstruct1ons).
e Remaining amount distributed out of corpus 0
5 Excess d1stribut1ons carryover applied to 2018 459,474 459,474
(If an amount appears ,n column (d), the same amount must be shown ,n column (a))
6 Enter the net total of each column as indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5 16,177,731
b Prior years' undistributed income Subtract line 4b from line 2b • 0
C Enter the amount of prior years' undistributed income for which a notice of def1c1ency has been issued, or on which the section 4942(a) tax has been previously assessed.
d Subtract line 6c from line 6b Taxable amount -see 1nstruct1ons • 0
e Undistributed income for 2017 Subtract line 4a from line 2a Taxable amount-see 1 nstruct1ons • 0
f Undistributed income for 2018 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2019. 0
7 Amounts treated as d1stribut1ons out of corpus to satisfy requirements imposed by section 170(b)(l)(F) or 4942(g)(3) (Election may be required - see instructions) • 0
8 Excess d1stribut1ons carryover from 2013 not applied on line 5 or line 7 (see instructions) • 5,867,936
9 Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a • 10,309,795
10 Analysis of line 9 a Excess from 2014. 0
b Excess from 2015. 8,929,955
C Excess from 2016. 1,379,840
d Excess from 2017. 0
e Excess from 2018. 0
Form 990-PF (2018)
Private Operating Foundations (see instructions and Part VII-A, question 9)
la If the foundation has received a ruling or determination letter that 1t 1s a private operating foundation, and the ruling 1s effective for 2018, enter the date of the ruling. • ~~----------------
b Check box to 1nd1cate whether the organ1zat1on 1s a private operating foundation described in section D 4942(J)(3) or D 4942(J)(5)
2a Enter the lesser of the adJusted net Tax year Prior 3 years income from Part I or the m1n1mum (e) Total
investment return from Part X for each (a) 2018 (b)2017 (c) 2016 (d) 2015
year listed • b 85% of line 2a • C Qualifying d1stribut1ons from Part XII,
I I ne 4 for each year listed • d Amounts included 1n line 2c not used
directly for active conduct of exempt act1v1t1es
e Qualifying d1stribut1ons made directly for active conduct of exempt act1v1t1es Subtract line 2d from line 2c •
3 Complete 3a, b, or c for the alternative test relied upon
a "Assets" alternative test-enter
(1) Value of all assets • (2) Value of assets qualifying
under section 4942(J)(3)(B)(1) b "Endowment" alternative test- enter 2/3
of minimum investment return shown 1n Part X, line 6 for each year listed.
C "Support" alternative test-enter ( 1) Total support other than gross
investment income (interest, d1v1dends, rents, payments
on securities loans (section 512(a)(5)), or royalties).
(2) Support from general public and 5 or more exempt organizations as provided in
section 4942(J)(3)(B)(111). (3) Largest amount of support
from an exempt organ1zat1on (4) Gross investment income
Supplementary Information (Complete this part only if the foundation had $5,000 or more in !Wl;ff assets at any time during the year see instructions.) 1 Information Regarding Foundation Managers:
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only 1f they have contributed more than $5,000) (See section 507(d)(2) )
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here~ D 1f the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the foundation makes gifts, grants, etc to 1nd1v1duals or organ1zat1ons under other cond1t1ons, complete items 2a, b, c, and d See 1nstruct1ons
a The name, address, and telephone number or e-mail address of the person to whom appl1cat1ons should be addressed
OFFICE OF PROPOSAL ENTRY MOTT FOUNDATION BUILDING 503 5 SAGI NAW ST SUITE 1200 FLINT, MI 485021851 (810) 238-5651 INFO@MOTT ORG
b The form in which appl1cat1ons should be submitted and 1nformat1on and materials they should include
PROPOSALS OR LETTERS OF INQUIRY CAN BE SUBMITTED ELECTRONICALLY VIA WWW MOTT ORG OR BY MAIL LETTERS OF INQUIRY ARE PREFERRED FOR UNSOLICITED PROJECTS LETTERS SHOULD INCLUDE A BRIEF DESCRIPTION OF THE PROJECT, TOTAL COST OF THE PROJECT AND FUNDS NEEDED, AND GRANT PERIOD FORMAL PROPOSALS SHOULD CONTAIN THE FOLLOWING -A COVER LETTER, DETAILING THE AMOUNT OF MONEY REQUESTED AND THE GRANT PERIOD, SIGNED BY AN AUTHORIZED OFFICER OF THE ORGANIZATION -A PROJECT DESCRIPTION AND OBJECTIVES, WHO WILL BE SERVED, AND WHAT WILL BE ACCOMPLISHED -A DETAILED LINE-ITEM BUDGET AND SOURCES OF REVENUE -A PLAN FOR FINANCIAL AND PROGRAMMATIC SUSTAINABILITY OF THE PROJECT -INFORMATION ABOUT THE ORGANIZATION, INCLUDING AUDITED FINANCIAL STATEMENTS, CURRENT BUDGET, NAMES OF THE BOARD OF DIRECTORS, LEGAL CLASSIFICATION, HISTORY, AND RECENT ACCOMPLISHMENTS FOR U 5 ORGANIZATIONS, PROOF OF TAX-EXEMPT STATUS BY THE IRS 15 REQUIRED -ADDITIONAL INFORMATION 15 REQUIRED FOR NON-U 5 ORGANIZATIONS
c Any subm1ss1on deadlines
NONE RECOMMEND AT LEAST FOUR MONTHS BEFORE THE START OF THE PROPOSED GRANT PERIOD
d Any restrictions or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other factors
THE FOUNDATION'S GRANTMAKING 15 ORGANIZED INTO FOUR PROGRAMS CIVIL SOCIETY, EDUCATION, ENVIRONMENT, AND FLINT, MICHIGAN THE FOUNDATION OBSERVES THE FOLLOWING LIMITATIONS -NO GRANTS OR LOANS TO INDIVIDUALS -NO GRANTS (EXCEPT IN THE FLINT AREA) FOR CAPITAL DEVELOPMENT, RESEARCH, PROJECT REPLICATION OR ENDOWMENT UNLESS THESE ACTIVITIES GROW OUT OF WORK ALREADY BEING FUNDED BY MOTT -NO GRANTS FOR RELIGIOUS ACTIVITIES OR PROGRAMS SERVING SPECIFIC RELIGIOUS GROUPS OR DENOMINATIONS HOWEVER, FAITH-BASED ORGANIZATIONS MAY SUBMIT INQUIRIES IF THE PROJECT FALLS WITHIN OUR GUIDELINES AND SERVES A BROAD SEGMENT OF THE POPULATION -NO GRANTS (EXCEPT IN THE FLINT AREA) FOR LOCAL PROJECTS UNLESS THEY ARE PART OF A MOTT-PLANNED NATIONAL DEMONSTRATION OR NETWORK OF GRANTS -NO GRANTS FOR PROJECTS THAT DUPLICATE, OR SIGNIFICANTLY OVERLAP, THE WORK OF FEDERAL, STATE, OR LOCAL GOVERNMENT AGENCIES -FILM AND VIDEO PROJECTS, BOOKS, SCHOLARSHIPS, AND FELLOWSHIPS ARE RARELY FUNDED
Form 990-PF (2018)
Form 990-PF (2018) Page 11 •@f:\'J Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation
show any relat1onsh1p to status of
Purpose of grant or Amount
Name and address (home or business) any foundation manager
rec1p1ent contribution
Total. ~ 3a
Form 990-PF (2018) Page 12 •z,111.-.• , ....... -.. Analysis of Income-Producing Activities
Enter gross amounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e) Related or exempt
(a) (b) (c) (d) function income
1 Program service revenue Business code Amount Exclusion code Amount (See instructions )
a b C
d e f
g Fees and contracts from government agencies 2 Membership dues and assessments. 3 Interest on savings and temporary cash
investments 14 146,575
5 Net rental income or (loss) from real estate
a Debt-financed property. b Not debt-financed property. 16 -1,379,121
6 Net rental income or (loss) from personal property 7 Other investment income. 14 149,620,871
8 Gain or (loss) from sales of assets other than inventory 18 47,947,702
9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue a
b C
d e
12 Subtotal Add columns (b), (d), and (e). 0 229,330,566 0
13 Total. Add line 12, columns (b), (d), and (e). 13~~~~~~~~-2_2_9~,3_3_0~,5_6_6 (See worksheet 1n line 13 1nstruct1ons to verify calculations )
•:r-1.~:~·, ~:• Relationship of Activities to the Accomplishment of Exempt Purposes
Line No. Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed importantly to
• the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (See instructions )
Form 990-PF (2018)
Form 990-PF (2018) Page 13 M:JffiS:t+HM Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations 1 Did the organ1zat1on directly or 1nd1rectly engage in any of the following with any other organization described in section 501
(c) (other than section 501(c)(3) organ1zat1ons) or in section 527, relating to political organizat1ons7
a Transfers from the reporting foundation to a noncharitable exempt organization of
(1) Cash. 1a(1) (2) Other assets. 1a(2)
b Other transactions
(1) Sales of assets to a noncharitable exempt organ1zat1on. 1b(1) (2) Purchases of assets from a noncharitable exempt organization. 1b(2) (3) Rental of fac11it1es, equipment, or other assets. 1b(3) (4) Reimbursement arrangements. 1b(4) (5) Loans or loan guarantees. 1b(5) (6) Performance of services or membership or fundra1s1ng solic1tat1ons. 1b(6)
c Sharing of fac1l1t1es, equipment, mailing lists, other assets, or paid employees. le d If the answer to any of the above 1s "Yes," complete the following schedule Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market value 1n any transaction or sharing arrangement, show 1n column (d) the value of the goods, other assets, or services received
Yes
Yes
(a) Line No (b) Amount involved (c) Name of noncharitable exempt organ12at1on (d) Description of transfers, transactions, and sharing arrangements
1b(3) 203,798 GENESEE REGIONAL CHAMBER OF RENTAL OF OFFICE SPACE COMMERCE
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described 1n section 501(c) (other than section 501(c)(3)) or in section 5277.
b If "Yes," complete the following schedule
DYes ~No
(a) Name of organ12at1on (b) Type of organ12at1on (c) Description of relat1onsh1p
No
No No No No
Under penalties of periury, I declare that I have examined this return, 1nclud1ng accompanying schedules and statements, and to the best of my knowledge and belief, 1t 1s true, correct, and complete Declaration of preparer (other than taxpayer) 1s based on all information of which preparer has any knowledge
Sign ****** 12019-11-01 ******
Here ~ ~ Title
Signature of officer or trustee Date ~Yes DNo (see instr )>
Print/Type preparer's name Preparer's Signature Date PTIN Check 1f self-
employed~ D P00556798
MICHELLE L WEBER 2016-10-19 Paid Preparer Firm's name ~ GRANT THORNTON LLP
Firm's EIN ~36-6055558 Use Only Firm's address ~ 100 E WISCONSIN AVE
MILWAUKEE, WI 53202 Phone no (414) 289-8200
Form 990-PF (2018)
Form 990PF Part VIII Line 1 - List all officers, directors, trustees, foundation managers and their compensation
(a) Name and address Title, and average (c) Compensation (If (d) Expense account, hours per week not paid, enter Contributions to (e) other allowances
( b) devoted to pos1t1on -0-) employee benefit plans and deferred compensation
A MARSHALL ACUFF JR TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
LIZABETH ARDISANA TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
FREDERICK S KIRKPATRICK TRUSTEE - VICE 0 0 0 CHAIRMAN
503 S SAGINAW STREET 2 000 FLINT, MI 485021851
TIFFANY W LOVED TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
WEBB F MARTIN TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
OLIVIA P MAYNARD TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
JOHN MORNING TRUSTEE EMERITUS 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
MARYANNE MOTI TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
DR CHARLIE NELMS TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
DR DOUGLAS X PATINO TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
WILLIAM H PIPER TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
MARISE M M STEWART TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
JEREMY R M PIPER TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
HELEN J TAYLOR TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT,MI 485021851
DR GEORGE E ROSS TRUSTEE 0 0 0 2 000
503 S SAGINAW STREET FLINT, MI 485021851
Form 990PF Part VIII Line 1 - List all officers, directors, trustees, foundation managers and their compensation
(a) Name and address Title, and average (c) Compensation (If (d) Expense account, hours per week not paid, enter Contributions to (e) other allowances
( b) devoted to pos1t1on -0-) employee benefit plans and deferred compensation
JAY C FLAHERTY VICE PRESIDENT & CIO 1,210,768 366,124 0 35 000
201 W BIG BEAVER ROAD SUITE 900 TROY, MI 48084
RIDGWAY H WHITE PRESIDENT, CEO & 428,490 67,477 0 TRUSTEE
503 S SAGINAW STREET 35 000 FLINT,MI 485021851
GAVIN T CLABAUGH VICE PRESIDENT - 296,188 111,047 0 INFORMATION SYSTEMS
503 S SAGINAW STREET 35 000 FLINT, MI 485021851
NEAL R HEGARTY VICE PRESIDENT - 399,007 74,525 0 PROGRAMS
503 S SAGINAW STREET 35 000 FLINT,MI 485021851
MARY A GAILBREATH VP - ADMINISTRATION & 394,827 145,228 0
503 S SAGINAW STREET SECRETARY/TREASURER 35 000
FLINT, MI 485021851
503 S SAGINAW STREET 35 000 FLINT,MI 485021851
WILLIAM 5 WHITE TRUSTEE-CHAIRMAN 566,761 80,694 0 35 000
503 S SAGINAW STREET FLINT, MI 485021851
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
A Heras Legacy - The Joe Johnson NONE PC For the general purposes or 2,400 Foundation other charitable purposes of the 2083 W Maple Ave organization Flint, MI 485073501
Academy for the Development of NONE PC To support the development of 150,000 Philanthropy in Poland community foundations 1n ul Marszalkowska 6/6 Europe Warsaw PL
Access Health Columbus NONE PC To support a statewide 75,000 855 Grandview Avenue Suite 210 afterschool network to ensure Columbus, OH 432152155 the ava1lab1l1ty and expansion of
school-linked quality afterschool and summer learning opportunities that meet the needs of underserved youth
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh Ip to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Access Health Columbus NONE PC To support a statewide network 150,000 855 Grandview Avenue Suite 210 with demonstrated success to Columbus, OH 432152155 broaden afterschool learning
opportunities and strengthen systems at the state level
Acorn Product1onsPO Box 4644 NONE PC For the general purposes or 150 Portland, ME 041124644 other charitable purposes of the
organization
Act1onA1d33-39 Bowling Green Lane NONE PC To address the reform of the 100,000 London EClROBJ operational policies and UK governance of international
f1nanc1al 1nst1tut1ons
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Acton Institute for the Study of Rel1g1on NONE PC For the general purposes or 3,000 and Liberty other charitable purposes of the 98 E Fu I ton Street organization Grand Rapids, MI 495033280
Adopt-A-Pet13575 N Fenton Road NONE PC For the general purposes or 1,500 Fenton, MI 48430 other charitable purposes of the
organization
Adventure Unlimited NONE PC For the general purposes or 57,000 5201 South Quebec Street other charitable purposes of the Greenwood Village, CO 801111809 organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Afterschool Alliance NONE PC To support a coalition of 2,400,000 1101 14th Street NW Suite 700 organizations dedicated to Washington, DC 200054917 ra1s1ng awareness of, and public
support for, afterschool programs
Afterschool Alliance NONE PC To coordinate an AmenCorps 275,000 1101 14th Street NW Suite 700 VISTA effort to build capacity for Washington, DC 200054917 the statewide afterschool
networks
After-School All-Stars NONE PC To strengthen the organization 740,000 5900 W1lsh1re Blvd Suite 200 and build capacity to better Los Angeles, CA 900365683 serve the entire afterschool field
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an ind1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
AGORA Platform Active Communities for NONE PC To support the development of 25,000 Development Alternatives local communities and 43 Totleben Blvd grassroots organ1zat1ons 1n Sofia Bulgaria BU
Alabama Rivers Alliance Inc NONE PC To promote the benefits of a 25,000 2014 6th Avenue North Suite 200 statewide, comprehensive water Birmingham, AL 352032702 management program and
related water management pol icy reforms
Alaska Children's Trust NONE PC To support a statewide 35,000 3201 C Street Suite 110 afterschool network to ensure Anchorage,AK 995033961 the ava1lab11ity and expansion of
school-linked quality afterschool and summer learning opportun1t1es that meet the needs of underserved youth
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Albion College611 E Porter Street NONE PC For the general purposes or 1,000 Albion, MI 492241887 other charitable purposes of the
organization
Alexs Lemonade Stand Foundation NONE PC For the general purposes or 1,200 111 Pres1dent1al Blvd Suite 203 other charitable purposes of the Bala Cynwyd, PA 19004 organization
Al1anza Americas2875 W Cermak Road NONE PC For the general purposes or 300 Chicago, IL 606233513 other charitable purposes of the
organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
All - Ukra1n1an Charity Foundation NONE PC To provide comprehensive legal 80,000 'Gorenie' support to internally displaced 129 Poltavskaya Street persons and others affected by Office 403 conflict in Ukraine Pavlograd 51400 UP
All About Animals Rescue NONE PC For the general purposes or 1,200 23451 Pinewood St other charitable purposes of the Warren, MI 48091 organization
All Saints' Episcopal Church NONE PC For the general purposes or 4,500 2076 Sutterv1lle Road other charitable purposes of the Sacramento, CA 95822 organ1zat1on
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Alliance for Justice NONE PC To provide technical assistance 15,000 11 Dupont Circle NW Suite 500 to enhance the effectiveness of Washington, DC 200361207 the statewide afterschool
networks
Alliance for the Great Lakes NONE PC For the general purposes or 450 150 N M1ch1gan Avenue Suite 700 other charitable purposes of the Chicago, IL 606017553 organization
Alliance for the Great Lakes NONE PC To protect and restore the Great 280,000 150 N M1ch1gan Avenue Suite 700 Lakes ecosystem by conducting Chicago, IL 606017553 research and building public
awareness on issues such as 1nvas1ve species, pollution, and water conservation
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Alliance Publishing Trust NONE PC To support the exchange of 65,000 1st Floor 15 Prescott Place information and ideas among London SW46BS ph1lanthrop1sts, social investors, UK and others working for social
change worldwide
Allukra1nian public organization Civil NONE PC To increase c1v1c act1v1sm and 75,000 network OPORA' community engagement 1n 34A Mykha1la Grushevskogo St Ukraine office 93 Ky1v UP
Alma College614 West Superior Street NONE PC For the general purposes or 750 Alma,MI 488011599 other charitable purposes of the
organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contri but1on
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
ALS Therapy Development Institute NONE PC For the general purposes or 3,000 300 Technology Sq Ste 400 other charitable purposes of the Cambridge, MA 02139 organ1zat1on
Alumni Assoc1at1on of the University of NONE PC For the general purposes or 900 M1ch1gan other charitable purposes of the 200 Fletcher St organ1zat1on Ann Arbor, MI 48109
Alzheimer's Support Network Inc NONE PC For the general purposes or 69,500 660 Tam1am1 Trail North Suite 21 other charitable purposes of the Naples, FL 34102 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Amazon Conservation Team NONE PC To provide modern renewable 100,000 4211 North Fairfax Drive electricity services and Arlington, VA 222031606 management to remote
commun1t1es in the Colombian Amazon
American Arab Heritage Council NONE PC For the general purposes or 2,400 432 N Saginaw Street Suite 220 other charitable purposes of the Flint, MI 485022029 organ1zat1on
American Arab Heritage Council NONE PC To provide professional 35,000 432 N Saginaw Street Suite 220 1mm1grat1on and language Flint, MI 485022029 services to 1nd1v1duals and
fam1l1es 1n the region
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American Assoc1at1on of State Colleges NONE PC For the general purposes or 22,000 and Un1vers1t1es other charitable purposes of the 1307 New York Avenue NW 5th Floor organ1zat1on Washington, DC 200054701
American Assoc1at1on of State Service NONE PC To expand afterschool 75,000 Comm1ss1ons Inc opportunities through national 455 Massachusetts Avenue NW Suite 1 service 53 Washington, DC 200012742
American Cancer Society - East NONE PC For the general purposes or 1,335 M1ch1gan Area other charitable purposes of the 2413 S Linden Suite A organ1zat1on Flint, MI 48532
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American C1v1I War Museum NONE PC For the general purposes or 750 490 Tredegar Street other charitable purposes of the Richmond, VA 23219 organization
American Federation of Police and NONE PC For the general purposes or 150 Concerned C1t1zens other charitable purposes of the 6350 Horizon Drive organization T1tusv1lle, FL 32780
American Friends of Covent Garden and NONE PC For the general purposes or 2,280 the Royal Ballet Inc other charitable purposes of the The Royal Opera The Royal Ballet In organization c 610 Fifth Avenue 5155 New York, NY 101854337
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American Heart Assoc1at1on Inc NONE PC For the general purposes or 150 7272 Greenville Avenue other charitable purposes of the Dallas, TX 752314596 organization
American Inns of Court Foundation NONE PC For the general purposes or 210 900 S Saginaw Street Suite 101 other charitable purposes of the Flint, MI 48502 organization
American Institutes for Research 1n NONE PC To collect and d1ssem1nate 200,000 Behavioral Sciences promising practices for 1000 Thomas Jefferson Street NW afterschool pract1t1oners Washington, DC 200073835
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American Institutes for Research 1n NONE PC To explore how 21st Century 200,000 Behavioral Sciences Community Learning Center 1000 Thomas Jefferson Street NW quality improvement systems Washington, DC 200073835 support literacy development in
students
American Jewish World Service NONE PC For the general purposes or 450 45 West 36th Street other charitable purposes of the New York, NY 100187904 organization
American Lung Assoc1at1on NONE PC For the general purposes or 300 55 W Wacker Drive Suite 1150 other charitable purposes of the Chicago, IL 60601 organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American National Red Cross NONE PC For the general purposes or 8,100 431 18th Street NW other charitable purposes of the Washington, DC 20006 organization
American Near East Refugee Aid NONE PC For the general purposes or 750 1111 14th Street NW 400 other charitable purposes of the Washington, DC 20005 organization
American Parkinson Disease Assoc1at1on NONE PC For the general purposes or 375 Inc other charitable purposes of the 135 Parkinson Avenue organization Staten Island, NY 10305
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
American Rivers Inc NONE PC To assist organ1zat1ons 1n select 270,000 1101 14th Street NW Suite 1400 c1t1es advance policies to Washington, DC 200055637 manage and protect water
resources To restore and protect water quality and quantity in the Great Lakes ecosystem by helping c1t1es improve management of their water systems
American Ukrainian Medical Foundation NONE PC For the general purposes or 750 PO Box 512 other charitable purposes of the St Clair Shores, MI 480809998 organization
America's Promise - The Alliance for NONE PC To increase opportun1t1es for 300,000 Youth youth to engage 1n service 1110 Vermont Avenue NW Suite 900 Washington, DC 200053538
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Amnesty International USA Inc NONE PC For the general purposes or 150 5 Penn Plaza 16th Floor other charitable purposes of the New York, NY 100011810 organ1zat1on
Animal Placement BureauPO Box 80146 NONE PC For the general purposes or 960 Lansing, MI 48908 other charitable purposes of the
organ1zat1on
Arab Community Center for Economic NONE PC For the general purposes or 6,750 and Social Services ACCESS other charitable purposes of the 2651 Saulino Court organ1zat1on Dearborn, MI 481201556
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an ind1v1dual, Foundation Purpose of grant or Amount show any relat1onsh Ip to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Arizona Center for Afterschool NONE PC To support a statewide 75,000 Excellence afterschool network to ensure 77 East Weldon Avenue Suite 210 the ava1lab11ity and expansion of Phoenix, AZ 850122380 school-linked quality afterschool
and summer learning opportunities that meet the needs of underserved youth
Arizona Center for Afterschool NONE PC To support a statewide network 100,000 Excellence with demonstrated success to 77 East Weldon Avenue Suite 210 broaden afterschool learning Phoenix, AZ 850122380 opportunities and strengthen
systems at the state level
Arkansas State University System NONE GOV To support a statewide 75,000 Central Rece1v1ng Treasurers Office afterschool network to ensure 2713 Pawnee Street the ava1lab1l1ty and expansion of State Un1vers1ty, AR 724670010 school-linked quality afterschool
and summer learning opportunities that meet the needs of underserved youth
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an ind1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Artis Naples Inc NONE PC For the general purposes or 7,500 5833 Pelican Bay Boulevard other charitable purposes of the Naples, FL 341082740 organ1zat1on
Asia Soc1ety725 Park Avenue NONE PC To build global awareness 75,000 New York, NY 100215088 through afterschool and
expanded learning programs
ASOC INSTITUTE FOR INTEGRATED NONE PC To educate policymakers and 40,000 TRANSITIONS c1v1I society actors 1n countries C/Sant Antoni Maria Claret num167 undergoing democratic or post- Recinte Modern1sta conflict trans1t1ons to navigate Pavella Sant Jord1, Barcelona different assistance frameworks SP and learn from trans1t1on
experiences of other countries
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh Ip to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Asoc1ac1on Amb1ente y Soc1edad NONE NC To analyze and monitor public 100,000 Calle 1903-50 of 1603 development finance investment Begot 1n Colombia and South America co and work with partners to
strengthen transparency and social and environmental standards
ASOCIACION ESPANOLA DE NONE PC To support the development of 60,000 FUNDACIONES philanthropy and ph1lanthrop1c C/ Rafael Calvo 18 4 B infrastructure 1n the CEE region Madrid and wider Europe SP
Asoc1ac1on Interamericana Para La NONE PC To support expert advice aimed 100,000 Defensa Del Amb1ente at promoting compliance with c/o EarthJust1ce 50 California Stre 1nternat1onal norms and et Suite 500 standards on environmental San Francisco, CA 941114624 susta1nab1l1ty for energy and
climate-related investments 1n South America
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Aspen Institute Inc NONE PC To improve the quality, 37,500 2300 N Street NW Suite 700 transparency, and access1b11ity of Washington, DC 200371122 data and research on nonprofit
and ph1lanthrop1c 1nst1tut1ons by fac11itat1ng cooperation among leading nonprofit data and research groups
Aspen Institute Inc NONE PC To pilot and infuse youth 400,000 2300 N Street NW Suite 700 entrepreneurial education into Washington, DC 200371122 the Opportunity Youth Incentive
Fund and enable Flint, M1ch1gan to Join the Opportunity Youth Incentive Fund network
Aspen Institute Inc NONE PC To support a program that 25,000 2300 N Street NW Suite 700 informs and max1m1zes the Washington, DC 200371122 impact of ph1lanthrop1sts, social
investors, and those they support
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Assoc1acao D1re1tos Humanos em Rede NONE PC To improve transparency and 150,000 Av Paullsta accountability at the Brazilian 575 19 andar Development Bank and Sao Paulo 01311000 international financial BR inst1tut1ons
ASSOCIACAO FRANCISCANA DE NONE NC To survey Amazon communities 25,000 SOLIDARIEDADE and develop tools and strategies Rua Rodrigues dos Santos 831 to protect the safety of Sao Paulo 03009010 environmental human rights BR defenders
Assoc1at1on for Community Relations NONE PC To support the community 75,000 Bd 1 Decembrie 1918 foundation movement 1n Nr 4 Ap 7 Romania CluJNapoca RO
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Assoc1at1on for Community Relations NONE PC To strengthen the susta1nab1l1ty 104,135 Bd 1 Decembrie 1918 of an organ1zat1on that promotes Nr 4 Ap 7 and develops philanthropy in CluJNapoca Romania RO
Assoc1at1on for Research on Nonprofit NONE PC To support an assoc1at1on of 20,000 Organ1zat1ons Voluntary Action scholars and nonprofit leaders 441 W M1ch1gan Street created to foster research on Indianapolis, IN 462023233 voluntary action, nonprofit
organizations, philanthropy, and c1v1I society
ASSOCIATION FOR THE PRACTICE OF NONE PF To support an organ1zat1on that 100,000 TRANSFORMATION promotes and develops Str Cet1n11 No 26 philanthropy 1n the CEE region Brasov RO
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Assoc1at1on of Charitable Foundations NONE PC To support and enhance 2,500 Acorn House philanthropy 1n the U K 314-320 Grays Inn Road London WC1XBDP UK
Assoc1at1on of Governing Boards of NONE PC For the general purposes or 750 Un1vers1t1es and Colleges other charitable purposes of the 1133 20th Street NW Suite 300 organization Washington, DC 20036
Assoc1at1on of Small Foundations NONE PC To support a membership 54,000 1720 N Street NW organ1zat1on dedicated to Washington, DC 200365607 serving foundations with few or
no staff
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Assoc1at1on of University Legal Aid NONE PF To support an 1nst1tut1on that 150,000 Inst1tut1ons Trust provides legal services to poor CCLD Potchefstroom Campus people and supports community- North West Un1vers1ty based advice offices to provide Potchefstroom, North-West 2522 legal and related services to SF their respective communities
Auburn Un1vers1ty NONE GOV To support a statewide 75,000 Office of Sponsored Programs 310 Sa afterschool network to ensure mford Hall the ava1lab1l1ty and expansion of Auburn,AL 368495131 school-linked quality afterschool
and summer learning opportunities that meet the needs of underserved youth
Ave Maria Communicat1onsPO Box 504 NONE PC For the general purposes or 3,000 Ann Arbor, MI 481060504 other charitable purposes of the
organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Balkan Invest1gat1ve Reporting Network NONE PC To promote regional cooperation 50,000 Branilaca Saraieva br 14/2 among Journalists to ensure Saraievo more accurate and obJect1ve BK analysis of political, social, and
economic developments in the Balkan region
Balkan Invest1gat1ve Reporting Network NONE PC To enhance public part1c1pat1on 50,000 Kosovo in dec1s1on-making processes by Mensa e Studentve improving accountability and Kati I Par transparency of public Pristina 1nst1tut1ons in Kosovo KV
Bank Information Center NONE PC To monitor Chinese 100,000 1023 15th Street NW 10th Floor environmental and social Washington, DC 200052602 safeguards and investment in
energy and infrastructure 1n Latin America
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Bay Cliff Health Camp NONE PC For the general purposes or 3,000 N 4175 County Road KCA PO Box 310 other charitable purposes of the Big Bay, MI 49808 organization
Bay View Assoc1at1on of the United NONE PC For the general purposes or 6,000 Methodist Church other charitable purposes of the PO Box 583 organization Petoskey, MI 49770
Be Like Brit Foundation Inc NONE PC For the general purposes or 4,050 66 Pullman Street other charitable purposes of the Worcester, MA 01606 organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Behavioral Ideas Lab Inc NONE PC To support efforts to increase 160,000 80 Broad Street Suite 3000 parental engagement with New York, NY 100042224 children's savings accounts
through the use of behavioral design
Berkshire Choral Festival Inc NONE PC For the general purposes or 150 245 North Undermounta1n Road other charitable purposes of the Sheffield, MA 01257 organization
Big Brothers Big Sisters of Greater Flint NONE PC For the general purposes or 1,380 410 E Second Street other charitable purposes of the Flint, MI 485031931 organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Big Brothers-Big Sisters of Western NONE PC For the general purposes or 150 North Carolina Inc other charitable purposes of the 50 S French Broad Ave Ste 213 organ1zat1on Asheville, NC 28801
B1part1san Policy Center NONE PC To 1nvest1gate drinking water 175,000 1225 Eye Street NW Suite 1000 affordability programs nationally Washington, DC 200053914 and to launch a study of a new,
federal drinking water affordability program based on a model from the energy sector
Birmingham Unitarian Church NONE PC For the general purposes or 900 38651 Woodward Ave other charitable purposes of the Bloomfield Hills, MI 483042828 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Black Sash Trust3 Caledon1an Road NONE PC To support a human rights 225,000 Elta House Mowbray organ1zat1on that promotes Cape Town, Western Cape 7700 comprehensive social protection SF and provides rights education
and legal 1nformat1on to poor and marginalized communities
Bloomingdale School of Music Inc NONE PC For the general purposes or 7,500 323 W 108th Street other charitable purposes of the New York, NY 10025 organ1zat1on
Bloomington Community Park and NONE PC For the general purposes or 3,000 Recreation Foundation Inc other charitable purposes of the PO Box 3351 organ1zat1on Bloomington, IN 47402
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contri but1on
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Board Source NONE PC To provide technical assistance 400,000 750 9th Street NW Suite 650 to the statewide afterschool Washington, DC 200014793 networks
Bowdoin College NONE PC For the general purposes or 150 Office of Development and Alumni Re other charitable purposes of the lat1ons 4100 College Station organ1zat1on Brunswick, ME 040118432
Bowdoin International Music Festival NONE PC For the general purposes or 300 6300 College Station other charitable purposes of the Brunswick, ME 040118463 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Boy Scouts of America4205 E Court St NONE PC For the general purposes or 336 Flint, MI 485091719 other charitable purposes of the
organ1zat1on
Boys Girls Clubs of Bloomington NONE PC For the general purposes or 1,800 PO Box 1716 other charitable purposes of the Bloomington, IN 47402 organ1zat1on
Boys and Girls Club of Greater Flint NONE PC For the general purposes or 3,750 3701 N Averill Avenue other charitable purposes of the Flint, MI 485062511 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Boys and Girls Club of Greater Flint NONE PC To provide youth development 100,000 3701 N Averill Avenue programs and act1v1t1es for Flint- Flint, MI 485062511 area children ages 7 to 17
Boys' Home Incorporated NONE PC For the general purposes or 2,500 414 Boys Home Road other charitable purposes of the Covington, VA 24426 organ1zat1on
Brady Center to Prevent Gun Violence NONE PC For the general purposes or 150 840 First Street NE Suite 400 other charitable purposes of the Washington, DC 200028040 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Brandeis University NONE PC To assist the Foundation 1n 105,000 Office of Research Adm1nistrat1on 4 collecting data and evaluating 15 South Street MS 116 progress of the children's Waltham, MA 024549110 savings account grantmaking
portfolio
BrightFocus Foundation NONE PC For the general purposes or 300 22512 Gateway Center Dr other charitable purposes of the Clarksburg, MD 20871 organization
British Schools and Un1vers1t1es NONE PC For the general purposes or 3,000 Foundation Inc other charitable purposes of the 575 Madison Avenue Suite 1005 organ1zat1on New York, MI 10022
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an ind1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Bronson Health Foundation Inc NONE PC For the general purposes or 900 301 John Street Box C other charitable purposes of the Kalamazoo, MI 49007 organ1zat1on
Buckets of Ra1nPO Box 251 NONE PC For the general purposes or 6,000 Empire, MI 49630 other charitable purposes of the
organ1zat1on
Buckham Fine Arts Proiect NONE PC To support an organization 30,000 121 W Second Street dedicated to providing an Flint, MI 48502 exh1b1t1on/performance venue 1n
downtown Flint
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Bulgarian Donors' Forum NONE PC To support an organization 60,000 48 Leonardo da V1nc1 Str created to promote the fl2 ap2 development of c1v1I society and Sofia philanthropy in Bulgaria BU
Bundesverband Deutscher St1ftungen NONE PC To develop the community 405,000 Haus Deutscher St1ftungen foundation field and strengthen Mauerstrae 93 infrastructure for community Berlin foundations 1n Europe GM
Burt Lake Preservation Assoc1at1on NONE PC For the general purposes or 150 PO Box 632 other charitable purposes of the Indian River, MI 497490632 organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Calvary Presbyterian Church NONE PC For the general purposes or 6,000 6100 R1chf1eld Rd other charitable purposes of the Flint, MI 48506 organ1zat1on
Calvin College3201 Burton St SE NONE PC For the general purposes or 15,150 Grand Rapids, MI 495464388 other charitable purposes of the
organ1zat1on
Camp JoshPO Box 334 NONE PC For the general purposes or 300 Rockland, MI 49960 other charitable purposes of the
organ1zat1on
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Canaan Baptist Church910 E G1llesp1e NONE PC For the general purposes or 3,960 Flint, MI 48505 other charitable purposes of the
organization
Canadian Environmental Law NONE PC To protect and restore the 250,000 Assoc1at1on waters of the Great Lakes - St 55 University Avenue Lawrence River Basin Suite 1500 Toronto, Ontario M5J2H7 CA
Cancer Research Institute Inc NONE PC For the general purposes or 1,050 29 Broadway Floor 4 other charitable purposes of the New York, NY 10006 organ1zat1on
Total. .... 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Cancer Support Community of Greater NONE PC For the general purposes or 4,500 Ann Arbor other charitable purposes of the 2010 Hogback Rd Suite 3 organization Ann Arbor, MI 481059749
Cape Ann Animal Aid Assoc1at1on Inc NONE PC For the general purposes or 3,000 4 Paws Lane other charitable purposes of the Gloucester, MA 01930 organization
Capital Region Community Foundation NONE PC For the general purposes or 2,250 330 Marshall Street Suite 300 other charitable purposes of the Lansing, MI 489122317 organization
Total. ~ 3a 130,618,079
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent or substantial contributor
a Paid dunng the year
Capital Region Community Foundation NONE PC To support efforts to engage all 5,000 330 Marshall Street Suite 300 M1ch1gan residents in addressing Lansing, MI 489122317 critical community challenges
through national service and volunteerism