efile Public Visual Render
ObjectId: 202111259349100106 - Submission: 2021-05-05
TIN: 38-6077419
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
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.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
HENRY E & CONSUELO S WENGER FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
8916 GALE ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WHITE LAKE
,
MI
48386
A Employer identification number
38-6077419
B
Telephone number (see instructions)
(248) 666-9300
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
21,792,906
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
2,564
2,564
5,264
4
Dividends and interest from securities
...
443,670
443,670
443,670
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
374,499
b
Gross sales price for all assets on line 6a
517,744
7
Capital gain net income (from Part IV, line 2)
...
374,499
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
0
11
Other income (attach schedule)
.......
0
12
Total.
Add lines 1 through 11
........
820,733
820,733
448,934
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
8,814
4,410
4,404
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
33,024
3,024
19
Depreciation (attach schedule) and depletion
...
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
50
30
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
41,888
7,464
4,404
25
Contributions, gifts, grants paid
.......
913,017
913,017
26
Total expenses and disbursements.
Add lines 24 and 25
954,905
7,464
917,421
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-134,172
b
Net investment income
(if negative, enter -0-)
813,269
c
Adjusted net income
(if negative, enter -0-)
...
448,934
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
251,957
263,737
263,737
2
Savings and temporary cash investments
.........
1,756,727
1,820,282
1,820,282
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
645
183
183
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
8,669,425
8,439,441
19,708,704
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
0
15
Other assets (describe
)
0
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
10,678,754
10,523,643
21,792,906
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
0
21
Mortgages and other notes payable (attach schedule)
......
0
22
Other liabilities (describe
)
617
0
23
Total liabilities
(add lines 17 through 22)
.........
617
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
10,678,137
10,523,643
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
10,678,137
10,523,643
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,678,754
10,523,643
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
10,678,137
2
Enter amount from Part I, line 27a
.....................
2
-134,172
3
Other increases not included in line 2 (itemize)
3
5,617
4
Add lines 1, 2, and 3
..........................
4
10,549,582
5
Decreases not included in line 2 (itemize)
5
25,939
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
10,523,643
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
16000 SHS ROYAL DUTCH PETROLEUM
P
1982-10-22
2020-05-19
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
517,744
0
143,245
374,499
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
0
0
0
374,499
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
374,499
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
11,304
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations 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-)
2
0
3
Add lines 1 and 2
...........................
3
11,304
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
11,304
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
12,730
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
12,730
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,426
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
1,426
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did 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.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MI
b
If the answer is "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
.
8b
Yes
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2020)
Page 5
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
EVERETT BUSINESS SERVICE
Telephone no.
(248) 666-9300
Located at
8916 GALE ROAD
WHITE LAKE
MI
ZIP+4
48386
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations 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 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
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 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner 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 period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in 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 in 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
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?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CHARLES L WILSON III
TREAS/DIRECTOR
1.25
0
0
0
11070 TURTLE BEACH RD B203
NORTH PALM BEACH
,
FL
33408
CONSUELO D PEIRREPONT
VPRES/DIRECTOR
0.50
0
0
0
P O Box 271
Hobe Sound
,
FL
33475
CAMILLE W BROADBENT
PRES/DIRECTOR
0.50
0
0
0
900 BEACH ROAD 182
VERO BEACH
,
FL
32963
CAPRICE W BAUN
SEC/DIRECTOR
0.50
0
0
0
34 BEACON HILL
GROSSE POINTE FARMS
,
MI
48236
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2020)
Page 7
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
NONE
0
2
3
4
Part IX-B
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
NONE
0
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2020)
Page 8
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
17,689,525
b
Average of monthly cash balances
.......................
1b
2,023,646
c
Fair market value of all other assets (see instructions)
................
1c
414
d
Total
(add lines 1a, b, and c)
.........................
1d
19,713,585
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
19,713,585
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
295,704
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
19,417,881
6
Minimum investment return.
Enter 5% of line 5
..................
6
970,894
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
970,894
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
11,304
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
11,304
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
959,590
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
959,590
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
959,590
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
917,421
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
917,421
5
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
917,421
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
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
959,590
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
75,445
b
From 2016
......
0
c
From 2017
......
22,574
d
From 2018
......
119,018
e
From 2019
......
0
f
Total
of lines 3a through e
........
217,037
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
917,421
a
Applied to 2019, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2020 distributable amount
.....
917,421
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2020.
41,281
41,281
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
175,756
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 deficiency 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 instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
888
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
34,164
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
141,592
10
Analysis of line 9:
a
Excess from 2016
....
0
b
Excess from 2017
....
22,574
c
Excess from 2018
....
119,018
d
Excess from 2019
....
0
e
Excess from 2020
....
0
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
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)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, 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)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
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 if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if 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 individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
8916 Gale Road
White Lake
,
MI
48386
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IT IS THE POLICY OF THE ORGANIZATION TO MAKE CONTRIBUTIONS ONLY TO ORGANIZATIONS EXEMPT UNDER SEC 501(C)(3) AND
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
8916 Gale Road
White Lake
,
MI
48386
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WHICH ARE NOT PRIVATE FOUNDATIONS. UNSOLICITED APPLIATIONS ARE NOT ACCEPTED.
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
564 PARK AVE PRESERVATION FDN
564 PARK AVENUE
NEW YORK
,
NY
10065
501c3
RESTORE AND PRESERVEBUILDING-HISTORICAL564 PARK AVENUE
5,000
AMERICANS FOR OXFORD INC
500 FIFTH AVE 32ND FL
NEW YORK
,
NY
10110
501c3
VINCENTS CLUBSCHOLARSHIP FUND
25,000
AMERICAN FUND FOR LSE
450 SEVENTH AVE STE 1109
NEW YORK
,
NY
10123
501c3
WENGER FAMILYLECTURE SERIES
25,000
AMER UNIV WASHINTON COLLEGE OF LAW
4300 NEBRASKA AVE NW
WASHINGTON
,
DC
20016
501c3
LECTURESERIES
25,000
ANDREW K DWYER FOUNDATION
756 GUARD HILL ROAD
BEDFORD
,
NY
10506
501c3
SCHOLARSHIP ANDYOUTH ACTIVITIESFOR LESS FORTUNATE
2,500
ATLANTIC SALMON FOUNDATION
P O BOX 807
CALAIS
,
ME
04619
501c3
CONSERVE AND RESTOREWILD ATLANTIC SALMONAND THEIR ECOSYSTEMS
2,500
BARNARD COLLEGE
3009 BROADWAY
NEW YORK
,
NY
10027
501c3
EDUCATIONALINSTITUTIONALADVANCEDMENT
5,000
BROWN UNIVERSITY
BOX 1877
PROVIDENCE
,
RI
02912
501c3
EDUCATIONALACADEMICENRICHMENT
25,000
BUSCH WILDLIFE SANCTURY
2500 JUPITER PARK DRIVE
JUPITER
,
FL
33458
501c3
PROTECT ANDCONSERVE WILDLIFEAND LAND
20,000
CHARLEVOIX HISTORICAL SOCIETY
103 STATE ST
CHARLEVOIX
,
MI
49720
501c3
CHARLVOIX HISTORICALEDUCATON ANDPRESERVATION
12,000
CONSERVATION RESOURCE ALLIANCE
10850 TRAVERSE HWY STE 1111
TRAVERSE CITY
,
MI
49684
501c3
NATURAL RESOURCECONSERVATION & RESTORATIONIN NORTHWEST MI
25,000
CRANBROOK EDUCATION COMMUNITY
PO BOX 801
BLOOMFIELD HILLS
,
MI
48303
501c3
EDUCATIONALANNUAL FUND
7,500
DEERFIELD ACADEMY
7 BOYDEN LANE
DEERFIELD
,
MA
01342
501c3
EDUCAITONALANNUAL FUND
10,000
DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVE
DETROIT
,
MI
48202
501c3
CULTURALEDUCATIONPROMOTION OF ART
4,000
EPIPHANY SCHOOL
3611 EAST DENNY WAY
SEATTLE
,
WA
98122
501c3
ANNUAL FUNDACCESSIBLE EDUCATION
30,000
EVERGLADES FOUNDATION
7711 M MILITARY TRAIL208
PALM BEACH GARDENS
,
FL
33410
501c3
RESTORATIONOF THEEVERGLADES
25,000
FRIENDS OF DUNBARTON HOUSE
2715 Q STREET NW
WASHINGTON
,
DC
20007
501c3
PRESERVATION OF HISTORIC STRUCTURE MUSEUM
5,000
GEORGE WASHINGTON UNIVERSITY
1957 EAST STREET NW STE 401
WASHINGTON
,
DC
20052
501c3
ELLIOTT SCHOOLOF INTERNATIONALAFFAIRS
25,000
GEORGETOWN UNIVERSITY
DEPARTMENT NUMBER 0734
WASHINGTON
,
DC
20073
501c3
EDUCATION
10,000
GRACE CHURCH
454 HICKS STREET
BROOKLYN
,
NY
11201
501c3
RELIGIOUS SERVICES
5,000
GREENWOOD CEMETERY
105 GREENWOOD CEMETERY RD
PETOSKEY
,
MI
49770
GOV
ARCHIVE UPDATE
10,000
GROSSE POINTE FARM FOUNDATION
90 KERBY ROAD
GROSSE POINTE FARMS
,
MI
48236
501c3
COMMUNITYSERVICE EVENTS
500
GROSSE POINTE THEATRE
315 FISHER ROAD
GROSSE POINTE
,
MI
48236
501c3
ENDOWMENT FUND
5,000
GROSSE POINTE WAR MEMORIAL
32 LAKESHORE DRIVE
GROSSE POINTE FARMS
,
MI
48236
501c3
CULTURAL HISTORICPRESERVATION
500
GROUNDWORK CTR FOR RESILIENT COMMUNITIES
148 EAST FRONT STREET STE301
TRAVERSE CITY
,
MI
49684
501c3
CLEAN ENERGYBUILDING LOCALRESILIENCE
15,000
HAMILTON COLLEGE
198 COLLEGE HILL ROAD
CLINTON
,
NY
13323
501c3
EDUCATION
1,000
HARBOR HALL FOUNDATION
PO BOX 376
HARBOR SPRINGS
,
MI
49740
501c3
PROVIDE HEALTHALTERNATIVE TREATADDICTION
5,000
HARBOR SPRINGS LYRIC THEATRE
PO BOX 345
HARBOR SPRINGS
,
MI
49740
501c3
CULTURAL SUPPORT CLASSIC THEATRE
7,500
HOLLEY EAR INSTITUTE
22101 MOROSS
DETROIT
,
MI
48236
501c3
HOSPITAL DEAF,DEAF BLIND ORHARD OF HEARING
10,000
INDIAN RIVER LAND TRUST
80 ROYAL PALM POINTE STE301
VERO BEACH
,
FL
32960
501c3
PROTECTING SHORELINEINDIAN RIVER LAGOON
25,000
JUPITER MEDICAL CLINIC
100 ESTRADA SQUARE
HOBE SOUND
,
FL
33455
501c3
HOSPITAL PROVIDENON PROFITHEALTH CARE
5,000
LITTLE TRAVERSE CONSERVANCY
3264 POWELL ROAD
HARBOR SPRINGS
,
MI
49740
501c3
DIANE & CHARLESWILSON LANDGRANT
80,000
LOGGERHEAD MARINE LIFE CENTER
14200 US HIGHWAY ONE
JUNO BEACH
,
FL
33408
501c3
HOSPITALS ANDTANKSFUND
35,000
LOST TREE VILLAGE CHARITABLE FDN
8 CHURCH LANE
NORTH PALM BEACH
,
FL
33408
501c3
PROVIDE COMMUNITYNEEDS
10,500
MCKEE BOTANICAL GARDEN
350 US HIGHWAY
VERO BEACH
,
FL
32962
501c3
ENDOWMENT FUND
25,000
MCLAREN NORTHERN MICHIGAN FDN
360 CONNABLE AVE
PETOSKEY
,
MI
49770
501c3
HOSPITALIMPROVING CAREAND TECHNOLOGY
15,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVE
NEW YORK
,
NY
10028
501c3
CULTURALPROMOTIONOF ART
1,500
MONTANA LAND RELIANCE
P O BOX 355
HELENA
,
MT
59624
501c3
PROTECT, CONSERVEAND PRESERVEMONTANA LANDS
50,000
MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
501c3
ESTABLISH, CONSERVEAND DOCUMENTMODERN ART
1,317
NEW YORK CITY BALLET
20 LINCOLN CENTER
NEW YORK
,
NY
10023
501c3
CULTURALSUPPORT OF BALLET
3,000
NW MICHIGAN HABITAT FOR HUMANITY
8460 M-119
HARBOR SPRINGS
,
MI
49740
501c3
BUILD HOMESFOR HUMANITY
25,000
PELLSTON AREA FOOD PANTRY
PO BOX 467
PELLSTON
,
MI
79769
501c3
FEED THOSE IN NEED
5,000
PELSTON FIREFIGHTERS ASSN
P O BOX 467
PELLSTON
,
MI
49769
501c3
COMMUNITY PROTECTION
4,000
PELSTON PUBLIC SCHOOLS
172 PARK STREET
PELLSTON
,
MI
49769
GOV
EDUCATION ANDRELATED PROGRAMS
6,000
RUSH UNIVERSITY MEDICAL CENTER
1725 WEST HARRSON ST
CHICAGO
,
IL
60612
501c3
WOMENS BOARD
2,500
RUSTICUS GARDEN CLUB
PO BOX 732
BEDFORD
,
NY
10506
501c3
CONSERVATIONAND HORTICULTURALDEVELOPMENT
1,000
SIGMA GAMMA FOUNDATION
PO BOX 36373
GROSSE POINTE FARMS
,
MI
48236
501c3
EDUCATIONALFELLOWSHIPS,ETC
1,000
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZA
PALM BEACH
,
FL
33480
501c3
CULTURALPROMOTION FORTHE FOUR ARTS
10,000
ST JOHNS EPISCOPAL CHURCH
PO BOX 52
HARBOR SPRINGS
,
MI
49740
501c3
RELIGIOUSOUTREACH
1,000
STANFORD UNIVERSITY
PO BOX 20466
STANFORD
,
CA
94309
501c3
DEVELOPMENTEDUCATION
100,000
TETON VALLEY RANCH FOUNDATION
PO BOX 4915
JACKSON
,
WY
83001
501c3
EDUCATION
5,000
THAYER SCHOOL OF ENGINEERING AT DARTMOUT
14 ENGINEERING DR
HANOVER
,
NH
03755
501c3
EDUCATIONAL06 FELLOWSHIPFUND
80,000
THE CHURCH OF BETHESDA BY THE SEA
141 SOUTH COUNTRY ROAD
PALM BEACH
,
FL
33480
501c3
RELIGIOUSOUTREACH
1,000
THE FOUNDING FISH ALLIANCE
59 THIRD AVE
ATLANTIC HIGHLANDS
,
NJ
07716
501c3
MENHADEN PROJECT
5,000
THE HOTCHKISS SCHOOL
11 INTERLAKEN ROAD
LAKEVILLE
,
CT
06039
501c3
THE HOTCHKISSFUNDENVIRONMENTAL FUND
30,000
UNIVERSITY LIGGETT SCHOOL
1045 COOK ROAD
GROSSE POINTE WOODS
,
MI
48236
501c3
COUNSELOR LEARNINGSUPPORT EDUCATIONALEXCELLENCE FUND
2,000
VILLAGE OF PELLSTON
125 MILTON ROAD
PELLSTON
,
MI
49769
GOV
PHOTO PRESERVATIONREC DEPT
28,000
WHITNEY MUSEUM OF ART
99 GANSEVOORT ST
NEW YORK
,
NY
10014
501c3
PRESENT EDUCATEAND PRESERVEAMERICAN ART
1,200
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVD
BRONX
,
NY
10460
501c3
NEW YORK ZOOLOGICALPARKS, WILDLIFE EDUCATION& CONSERVATION
5,000
WNYC PUBLIC RADIO
PO BOX 1550
NEW YORK
,
NY
10116
501c3
PUBLIC PROGRAMMINGAND EDUCATOION
1,000
Total
.................................
3a
913,017
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
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
2,564
4
Dividends and interest from securities
....
14
443,670
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
374,499
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)
..
820,733
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
820,733
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in 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.)
NA
N/A
Form
990-PF
(2020)
Page 13
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "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
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2021-04-30
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Sharon L Marriott
Preparer's Signature
Date
2021-05-05
Check if self-
employed
PTIN
P01257788
Firm's name
Everett Business Service
Firm's EIN
Firm's address
8916 Gale Road
White Lake
,
MI
48386
Phone no.
(248) 666-9300
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Part VI Line 7 -Original Return Overpayment:
-12,730
Form 990PF - Special Condition Description:
Special Condition Description