Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
EDWARD & HELEN MARDIGIAN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000   Room/suite
City or town, state, and ZIP code
DETROIT, MI482757874
A Employer identification number

38-6048886
B Telephone number (see instructions)

(313) 222-9658
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$38,631,591J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 22,545,047
2 Check bullet
3 Interest on savings and temporary cash investments 594 594  
4 Dividends and interest from securities...... 1,075,599 1,075,599  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,911,526
b Gross sales price for all assets on line 6a 7,683,638
7 Capital gain net income (from Part IV, line 2)... 2,911,526
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 225,318 225,318  
12 Total. Add lines 1 through 11........ 26,758,084 4,213,037  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 61,250 55,125   6,125
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 4,670 4,670 0  
16a Legal fees (attach schedule)......... 22,385     22,385
b Accounting fees (attach schedule)....... 12,489 6,244   6,244
c Other professional fees (attach schedule).... 180,279 180,279   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) 31,963     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 37,622     37,622
21 Travel, conferences, and meetings....... 199 199 0  
22 Printing and publications.......... 462 462 0  
23 Other expenses (attach schedule)....... 92,167 92,167    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 443,486 339,146 0 72,376
25 Contributions, gifts, grants paid........ 7,824,900 7,824,900
26 Total expenses and disbursements. Add lines 24 and 25 8,268,386 339,146 0 7,897,276
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,489,698
b Net investment income (if negative, enter -0-) 3,873,891
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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
Assets 1 Cash—non-interest-bearing............... 54,312 20,156 20,156
2 Savings and temporary cash investments.......... 2,786,631 4,328,346 4,328,346
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
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)........ 9,865,948 Click to see attachment12,028,202 31,292,286
c Investments—corporate bonds (attach schedule)........ 671,844 Click to see attachment2,878,597 2,990,803
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,378,735 19,255,301 38,631,591
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 13,378,735 19,255,301
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 13,378,735 19,255,301
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 13,378,735 19,255,301
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 13,378,735
2 Enter amount from Part I, line 27a..................... 2 18,489,698
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 31,868,433
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 12,613,132
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 19,255,301
Form 990-PF (2012)
Form 990-PF (2012)
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 280. ALPS ETF TR ALERIAN MLP   2011-03-08 2012-01-17
b 50. ALPS ETF TR ALERIAN MLP   2011-03-08 2012-03-06
c 150. ALPS ETF TR ALERIAN MLP   2011-04-07 2012-05-16
d 80. ALPS ETF TR ALERIAN MLP   2011-04-07 2012-07-13
e 40. ALPS ETF TR ALERIAN MLP   2011-04-07 2012-11-09
7087. AT&T INC   2010-08-04 2012-07-17
4250. ALTRIA GROUP INC   2007-11-20 2012-03-13
4250. ALTRIA GROUP INC   1994-03-28 2012-07-17
5212. BP AMOCO PLC   1982-07-12 2012-07-17
1600. BLUE COAT SYSTEMS INC   2010-08-04 2012-02-16
1162. CVS CORPORATION (DEL)   2010-08-04 2012-03-13
704. CANADIAN NATL RAILWAY CO   2010-08-04 2012-03-13
914. CERNER CORP   2010-08-04 2012-04-05
6060. CHEVRONTEXACO CORP   2006-11-07 2012-03-13
967. CITIGROUP INC   2010-08-04 2012-03-13
20. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-01-17
10. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-02-09
10. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-05-16
10. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-07-13
10. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-08-13
10. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-09-13
20. CLAYMORE EXCHANGE TRADED FD TR 2   2011-04-07 2012-11-09
1123. CLOROX CO   2010-08-04 2012-04-05
.501 DUKE ENERGY CORP NEW   2010-08-04 2012-07-11
881. EDISON INTERNATIONAL   2010-08-04 2012-07-17
2285. EXXON MOBIL CORP COMMON STOCK   1982-12-06 2012-04-05
5900. EXXON MOBIL CORP COMMON STOCK   1982-12-06 2012-07-17
3545.602 FEDERATED STRATEGIC INC MUN ULTRASHORT F   2010-02-12 2012-07-17
2280. FIFTH STREET FINANCE CORP   2011-11-11 2012-03-13
2000. FIRSTENERGY CORP   1991-12-03 2012-07-17
211. FRONTIER COMMUNICATIONS CORP   2010-08-04 2012-03-13
1500. GALLAGHER ARTHUR J & CO   2007-11-28 2012-04-05
6568. GENERAL ELECTRIC CO   1997-04-29 2012-03-13
6600. GENL ELEC CAPITAL 6.625% PFD   2002-06-13 2012-11-13
805. GENERAL MTRS CO   2004-06-23 2012-03-13
50000. GENESEE CNTY MI BLDG AUTH SER B 4.125% 0   2002-12-12 2012-05-01
1028. GILEAD SCIENCES INC   2010-08-04 2012-04-05
5883. GLAXO WELLCOME PLC ADR   2010-08-04 2012-03-13
50000. GRAND TRAVERSE CNTY MI TRAVERSE CNTY MI ACME-EAST-BAY-PENINSULA   2003-08-01 2012-11-01
50000. GRAND TRAVERSE CNTY MI TRAVERSE CNTY MICH ACME-EAST-BAY-PENINSU   2003-08-01 2012-11-01
720. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2011-11-15 2012-01-17
345. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2011-11-16 2012-03-06
108. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2012-02-09 2012-03-06
272. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2012-02-09 2012-03-07
865. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2011-11-16 2012-03-07
20. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2012-02-09 2012-07-13
10. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND   2012-02-09 2012-09-13
1300. HEINZ H J CO   2006-11-07 2012-03-13
124500. HIGHLAND PARK ILL REF 3% 12/30/2012   2010-03-24 2012-12-30
40. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND   2011-05-05 2012-05-16
30. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND   2011-05-05 2012-06-15
20. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2011-07-18 2012-01-17
10. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2011-11-15 2012-05-16
40. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2011-11-15 2012-08-13
120. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2011-11-16 2012-09-13
320. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2012-06-15 2012-09-13
560. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2012-06-15 2012-12-12
10. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-01-17
20. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-02-09
30. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-05-16
10. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-07-13
20. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-08-13
10. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2011-01-04 2012-11-09
10. ISHARES S&P GLOBAL MATERIALS   2011-11-15 2012-08-13
10. ISHARES S&P GLOBAL UTILITIES   2011-01-04 2012-06-15
100. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2011-01-04 2012-02-09
10. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2011-01-04 2012-08-13
170. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2011-01-04 2012-09-13
4152. KRAFT FOODS INC CL A   1994-03-28 2012-03-13
100000. LIVINGSTON CNTY MI SEW DISPOSAL-HANDY TWP IMPTS 4.125% 06/01/2   2005-11-18 2012-06-01
124500. LOUISIANA PUB FACS AUTH REV LOYOLA UNIV   2010-08-04 2012-10-01
20. MARKET VECTORS AGRIBUSINESS   2011-11-15 2012-02-09
10. MARKET VECTORS AGRIBUSINESS   2011-11-15 2012-05-16
850. MARKET VECTORS AGRIBUSINESS   2012-07-13 2012-08-13
230. MARKET VECTORS AGRIBUSINESS   2011-11-16 2012-08-13
21579. MASCO CORP   2010-08-04 2012-03-13
2700. MATTEL INC   2011-08-26 2012-04-05
4000. MEDICAL PROPERTIES TR INC (REIT)   2011-08-26 2012-07-17
1700. MERCURY GEN CORP NEW   2010-12-30 2012-03-13
16976. MIRANT CORP ESCROW   2009-09-30 2012-04-02
124500. NORTH CAROLINA REF-N C BAPTIST HOSP 4% 0   2010-03-08 2012-06-01
723. NORTHERN TRUST CORP   2010-08-04 2012-03-13
450. NORTHROP GRUMMAN CORP   2010-06-07 2012-03-13
1294. NOVELLUS SYS INC   2010-08-04 2012-03-13
342. POSCO ADR   2010-06-07 2012-03-13
3524. PPL CORPORATION   2010-08-04 2012-07-17
457. PANERA BREAD COMPANY-CL A   2010-08-04 2012-03-13
1008. PETROLEO BRASILEIRO S A ADR   2010-08-04 2012-03-13
15000. PFIZER INC   1992-09-22 2012-03-13
1000. PHILIP MORRIS INTL INC   2007-11-20 2012-04-05
50. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-08 2012-01-17
120. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-08 2012-02-09
10. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-08 2012-07-13
40. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-08 2012-08-13
10. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-30 2012-09-13
20. POWERSHARES GLOBAL LISTED PRIVATE EQUITY   2011-08-30 2012-11-09
40. POWERSHARES GLOBAL WATER PT   2011-01-04 2012-01-17
30. POWERSHARES GLOBAL WATER PT   2011-01-04 2012-02-09
30. POWERSHARES GLOBAL WATER PT   2011-01-04 2012-08-13
50. POWERSHARES GLOBAL WATER PT   2011-01-04 2012-11-09
590. POWERSHARES GLOBAL WATER PT   2011-11-16 2012-12-12
30. POWERSHARES DB ENERGY FUND   2011-01-04 2012-05-16
10. POWERSHARES DB ENERGY FUND   2011-01-04 2012-07-13
20. POWERSHARES DB ENERGY FUND   2011-01-04 2012-08-13
240. POWERSHARES DB ENERGY FUND   2011-11-16 2012-12-12
30. POWERSHARES DB AGRICULTURE FUND   2011-09-14 2012-05-16
30. POWERSHARES DB AGRICULTURE FUND   2011-09-14 2012-07-13
150. POWERSHARES DB AGRICULTURE FUND   2011-09-14 2012-11-09
220. POWERSHARES DB AGRICULTURE FUND   2011-11-16 2012-11-09
590. POWERSHARES DB AGRICULTURE FUND   2012-09-13 2012-11-09
30. POWERSHARES DB BASE METALS FUND   2011-08-30 2012-01-17
10. POWERSHARES DB BASE METALS FUND   2011-08-30 2012-02-09
10. POWERSHARES DB BASE METALS FUND   2011-08-30 2012-05-16
30. POWERSHARES DB BASE METALS FUND   2011-08-30 2012-09-13
180. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2011-06-06 2012-01-17
210. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2011-09-14 2012-05-16
150. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2011-09-14 2012-06-15
1840. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2011-11-16 2012-07-13
780. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2011-11-16 2012-09-13
1180. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2012-08-13 2012-09-13
90. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2012-08-13 2012-11-09
230. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2012-08-13 2012-12-12
22. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P   2011-08-30 2012-02-09
10. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P   2011-08-08 2012-11-09
989. QUALCOMM INC   2010-08-04 2012-03-13
670. RAYTHEON COMPANY   2011-11-11 2012-07-17
10. SPDR GOLD TRUST   2011-01-04 2012-11-09
30. SPDR INTL GOVT INFL PROTECTED BD ETF   2011-04-07 2012-05-16
90. SPDR INTL GOVT INFL PROTECTED BD ETF   2012-03-06 2012-09-13
80. SPDR INTL GOVT INFL PROTECTED BD ETF   2011-08-30 2012-09-13
110. SPDR INTL GOVT INFL PROTECTED BD ETF   2011-11-16 2012-09-13
1762. SARA LEE CORPORATION   2010-08-04 2012-03-13
2000. SAUL CENTERS INC (REIT)   1996-06-27 2012-03-13
1200. SOLAR CAP LTD   2010-06-07 2012-03-13
750. SOLAR CAP LTD   2011-08-26 2012-03-13
1331. TEVA PHARMACEUTICAL INDUSTRIES LTD (ISRAEL) ADR   2010-08-04 2012-04-05
10000. USB CAP XI 6.6 % PFD   2006-08-23 2012-05-18
1101. UNITEDHEALTH GROUP INC   2010-08-04 2012-04-05
700. V F CORP   2008-06-12 2012-03-13
5937. VODAFONE GROUP PLC ADR   1992-11-23 2012-03-13
5000. VODAFONE GROUP PLC ADR   1992-11-23 2012-07-17
8000. WACHOVIA CAP TR IX PFD 6.375% 06/15/2047   2007-05-01 2012-06-15
124500. WASHTENAW CNTY MI REF 4% 09/01/2017-2012   2004-12-30 2012-09-04
2863. WELLS FARGO & CO NEW   2010-08-04 2012-04-05
20. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2011-07-18 2012-01-17
40. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2011-07-18 2012-02-09
40. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2011-07-18 2012-05-16
1050. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2011-11-16 2012-06-15
10. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2012-03-06 2012-12-12
240. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2011-11-16 2012-12-12
2000. WORLDCOM INC   2000-07-27 2012-03-16
80. WORLDCOM INC GA NEW MCI GROUP   2000-07-27 2012-03-16
2494. DAIMLERCHRYSLER AG   1988-02-26 2012-04-05
5790. AIRCASTLE LTD   2011-11-11 2012-03-13
2056. MARVELL TECHNOLOGY GROUP LTD   2010-08-04 2012-03-13
.886 PENTAIR LTD-REGISTERED   2012-07-17 2012-10-05
1230. TRANSOCEAN LTD   2010-08-04 2012-03-13
(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 4,632   4,589 43
b 839   819 20
c 2,408   2,462 -54
d 1,301   1,319 -18
e 646   660 -14
251,676   163,391 88,285
126,662   64,029 62,633
152,062   17,274 134,788
216,377   58,558 157,819
41,296   33,056 8,240
52,211   35,825 16,386
54,186   45,957 8,229
68,967   35,653 33,314
665,618   107,145 558,473
34,096   39,994 -5,898
350   464 -114
186   232 -46
164   232 -68
167   232 -65
172   232 -60
184   232 -48
372   464 -92
76,885   72,984 3,901
33   26 7
40,211   29,686 10,525
194,504   8,114 186,390
498,631   19,946 478,685
35,633   35,598 35
22,435   22,644 -209
98,493   37,482 61,011
914   1,604 -690
53,849   39,210 14,639
125,991   111,354 14,637
165,000   165,000  
20,538   81,694 -61,156
50,000   50,000  
48,760   35,841 12,919
264,261   247,469 16,792
50,000   49,287 713
50,000   49,903 97
21,886   23,131 -1,245
10,684   11,076 -392
3,345   3,396 -51
8,369   8,554 -185
26,616   27,770 -1,154
582   629 -47
311   314 -3
69,003   54,109 14,894
124,500   124,500  
4,791   4,417 374
3,620   3,329 291
788   843 -55
334   339 -5
1,367   1,356 11
4,291   4,052 239
11,442   10,774 668
19,977   18,855 1,122
263   316 -53
572   632 -60
819   948 -129
288   316 -28
605   632 -27
316   316  
569   614 -45
417   455 -38
3,296   2,915 381
269   291 -22
5,546   4,955 591
159,032   25,970 133,062
100,000   99,592 408
124,500   124,500  
1,062   999 63
476   500 -24
42,528   41,413 1,115
11,508   11,487 21
267,793   232,514 35,279
91,150   69,510 21,640
39,366   40,679 -1,313
75,083   73,350 1,733
548   1 547
124,500   124,500  
32,421   34,993 -2,572
27,322   23,531 3,791
61,483   34,058 27,425
30,287   35,353 -5,066
99,994   96,981 3,013
73,962   35,852 38,110
28,056   38,783 -10,727
326,694   36,520 290,174
88,251   51,592 36,659
418   422 -4
1,116   1,013 103
88   84 4
365   338 27
96   90 6
188   179 9
712   761 -49
572   571 1
567   571 -4
965   951 14
12,079   10,161 1,918
825   804 21
258   268 -10
560   536 24
6,544   6,812 -268
799   985 -186
878   985 -107
4,296   4,924 -628
6,301   6,628 -327
16,897   17,465 -568
608   691 -83
214   230 -16
186   230 -44
589   691 -102
4,066   3,811 255
4,721   4,486 235
3,375   3,279 96
42,172   40,495 1,677
16,963   17,213 -250
25,663   26,599 -936
1,993   2,042 -49
5,023   5,218 -195
987   962 25
402   424 -22
63,604   37,891 25,713
37,353   28,405 8,948
1,678   1,348 330
1,770   1,835 -65
5,579   5,408 171
4,959   4,961 -2
6,818   6,314 504
37,958   26,721 11,237
74,427   33,755 40,672
27,396   25,234 2,162
17,122   16,590 532
60,073   66,517 -6,444
250,000   250,000  
64,928   36,135 28,793
102,695   49,455 53,240
159,661   18,988 140,673
142,817   15,991 126,826
200,000   200,000  
124,500   124,495 5
96,825   80,236 16,589
994   1,070 -76
2,107   2,140 -33
1,992   2,140 -148
52,105   54,507 -2,402
534   520 14
12,812   12,004 808
    77,249 -77,249
    3,126 -3,126
138,833   50,431 88,402
74,133   68,433 5,700
31,405   30,922 483
39   34 5
64,828   65,165 -337
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       43
b       20
c       -54
d       -18
e       -14
      88,285
      62,633
      134,788
      157,819
      8,240
      16,386
      8,229
      33,314
      558,473
      -5,898
      -114
      -46
      -68
      -65
      -60
      -48
      -92
      3,901
      7
      10,525
      186,390
      478,685
      35
      -209
      61,011
      -690
      14,639
      14,637
       
      -61,156
       
      12,919
      16,792
      713
      97
      -1,245
      -392
      -51
      -185
      -1,154
      -47
      -3
      14,894
       
      374
      291
      -55
      -5
      11
      239
      668
      1,122
      -53
      -60
      -129
      -28
      -27
       
      -45
      -38
      381
      -22
      591
      133,062
      408
       
      63
      -24
      1,115
      21
      35,279
      21,640
      -1,313
      1,733
      547
       
      -2,572
      3,791
      27,425
      -5,066
      3,013
      38,110
      -10,727
      290,174
      36,659
      -4
      103
      4
      27
      6
      9
      -49
      1
      -4
      14
      1,918
      21
      -10
      24
      -268
      -186
      -107
      -628
      -327
      -568
      -83
      -16
      -44
      -102
      255
      235
      96
      1,677
      -250
      -936
      -49
      -195
      25
      -22
      25,713
      8,948
      330
      -65
      171
      -2
      504
      11,237
      40,672
      2,162
      532
      -6,444
       
      28,793
      53,240
      140,673
      126,826
       
      5
      16,589
      -76
      -33
      -148
      -2,402
      14
      808
      -77,249
      -3,126
      88,402
      5,700
      483
      5
      -337
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,911,526
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 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
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 period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 1,543,150 23,791,333 0.064862
2010 999,998 20,232,843 0.049424
2009 909,239 17,613,037 0.051623
2008 1,446,187 22,110,101 0.065408
2007 1,145,214 25,537,107 0.044845
2 Total of line 1, column (d) ...................... 2 0.276162
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.055232
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 39,224,105
5 Multiply line 4 by line 3....................... 5 2,166,426
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 38,739
7 Add lines 5 and 6......................... 7 2,205,165
8 Enter qualifying distributions from Part XII, line 4.............. 8 7,897,276
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 38,739
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% 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 38,739
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 38,739
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 20,816
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 91,184
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 112,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 308
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 72,953
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet38,740 Refunded Bullet 11 34,213
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 page 19 of
the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletMI
    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 2012 or the taxable year beginning in 2012 (see 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
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletCOMERICA BANK Telephone no.bullet (877) 405-1091
    Located atbullet101 NORTH MAIN STREETANN ARBORMI ZIP+4bullet48104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 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?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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 2012.)....................
    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 2012?
    4b
    Yes
     
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    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
    EDWARD S MARDIGIAN PRESIDENT
    1     		15,000    
    1325 PEMBROKE DR
    BLOOMFIELD HILLS,MI48304
    ROBERT D MARDIGIAN DIRECTOR
    1     		1,250    
    104970 LONGFIELD FARM TRAIL
    BOYNE CITY,MI49712
    MATTHEW MARDIGIAN TREASURER
    1     		15,000    
    15830 REEDMERE ANENUE
    BEVERLY HILLS,MI48025
    GRANT MARDIGAN SECRETARY
    1     		15,000    
    1325 PEMBROKE DRIVE
    BLOOMFIELD HILLS,MI48304
    JANET M MARDIGAN VICE PRESIDENT
    1     		15,000    
    1325 PEMBROKE DRIVE
    BLOOMFIELD HILLS,MI48304
    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...................bullet 0
    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
    COMERICA BANK INVESTMENT ADVISOR F 179,348
    PO BOX 75000
    DETROIT,MI48275
    Total number of others receiving over $50,000 for professional services.............bullet0
    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
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    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
    33,755,937
    b
    Average of monthly cash balances.......................
    1b
    6,065,489
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,821,426
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,821,426
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    597,321
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,224,105
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,961,205
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,961,205
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    38,739
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,739
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,922,466
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,922,466
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,922,466
    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
    7,897,276
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,897,276
    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
    38,739
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,858,537
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 1,922,466
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 322,932
    b Total for prior years:2010, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 0
    b From 2008....... 0
    c From 2009....... 0
    d From 2010....... 0
    e From 2011....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 7,897,276
    a Applied to 2011, but not more than line 2a 322,932
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 1,922,466
    e Remaining amount distributed out of corpus 5,651,878
    5 Excess distributions carryover applied to 2012. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,651,878
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		5,651,878
    10 Analysis of line 9:
    a Excess from 2008.... 0
    b Excess from 2009.... 0
    c Excess from 2010.... 0
    d Excess from 2011.... 0
    e Excess from 2012.... 5,651,878
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    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 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    EDWARD MARDIGIAN JR
    39400 WOODWARD AVE STE 225
    BLOOMFIELD HILLS,MI48304
    (248) 647-0077
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN LETTER FORMAT INCLUDING BACKGROUND INFORMATION AND INTENDED PURPOSE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ALL CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC AND PUBLIC WELFARE ORGANIZATIONS LOCATED WITHIN THE UNITED STATES ARE ELIGIBLE
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    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)
    aPaid during the year
    ARMENIAN GENERAL BENEVOLENT
    UNION OF AMERICA
    1133 W LONG LAKE ROAD 200
    BLOOMFIELD HILLS,MI48302     		NONE EXEMPT SUPPORT 10,000
    DIOCESE OF THE ARMENIAN CHURCH
    OF AMERICA
    630 SECOND AVENUE
    NEW YORK,NY10016     		NONE EXEPMT SUPPORT 3,735,000
    EMERSON COLLEGE
    120 BOYLSTON STREET
    BOSTON,MA02116     		NONE EXEMPT SUPPORT 2,500
    FUND FOR ARMENIAN RELIEF
    630 SECOND AVENUE
    NEW YORK,NY10016     		NONE EXEMPT SUPPORT 610,000
    ARMENIAN APOSTOLIC SOCIETY
    22001 NORTHWESTERN HIGHWAY
    SOUTHFIELD,MI48075     		NONE EXEMPT SUPPORT 21,000
    ST JOHNS ARMENIAN CHURCH
    22001 NORTHWESTERN HWY
    SOUTHFIELD,MI48075     		NONE EXEMPT SUPPORT 3,052,000
    ST DAVID ARMENIAN CHURCH
    2300 YAMATO ROAD
    BACA RATON,FL33431     		NONE EXEMPT SUPPORT 10,000
    SALVATION ARMY- WILLIAM BOOTH
    LEGAL AID CLINIC
    3737 LAWTON
    DETROIT,MI48208     		NONE EXEMPT SUPPORT 10,000
    ST MESROB
    4605 ERIE STREET
    RACINE,WI53402     		NONE EXEMPT SUPPORT 2,500
    ST JOHN EVANGELICAL LUTHERAN CHURCH
    500 3RD ST W
    NORTHFIELD,MN55057     		NONE EXEMPT SUPPORT 400
    ARMENIAN STUDIES PROGRAM
    UNIVERSITY OF MICHIGAN
    1080 SOUTH UNIVERSITY AVE STE 3633
    ANN ARBOR,MI48109     		NONE EXEMPT SUPPORT 5,000
    ST GRABED ARMENIAN APOSTOLIC
    CHURCH
    6208 FLORDA AVE
    BATON ROUGE,LA70806     		NONE EXEMPT SUPPORT 10,000
    NATIONAL ASSOCIATION FOR ARMENIAN
    STUDIES AND RESEARCH INC
    395 CONCORD AVENUE
    BELMONT,MA02478     		NONE EXEMPT SUPPORT 50,000
    ARMENIAN MISSIONARY ASSOCIATION OF
    AMERICA - SPONSOR A CHILD
    31 W CENTURY RD
    PARAMUS,NJ07652     		NONE EXEMPT SUPPORT 1,000
    BOYS AND GIRLS CLUB OF TROY
    3670 JOHN R ROAD
    TROY,MI48063     		NONE EXEMPT SUPPORT 1,000
    KNIGHTS OF VARTAN INC
    38228 LANA DRIVE
    FARMINGTON HILLS,MI48335     		NONE EXEMPT SUPPORT 500
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH SUITE 220
    BINGHAM,MI48025     		NONE EXEMPT SUPPORT 5,000
    THE DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		NONE EXEMPT SUPPORT 20,000
    BEAUMONT FOUNDATION
    3711 W THIRTEEN MILE ROAD
    ROYAL OAK,MI48073     		NONE EXEMPT SUPPORT 100,000
    MICHIGAN ANIMAL RESCUE LEAGUE
    790 FEATHERSTONE
    PONTIAC,MI48342     		NONE EXEMPT SUPPORT 11,000
    TIP OF THE MITT WATERSHED COUNCIL
    426 BAY STREET
    PETOSKEY,MI49770     		NONE EXEMPT SUPPORT 1,000
    NORTHERN MICHIGAN REGIONAL HOSPITAL
    FOUNDATION
    360 CONNABLE AVENUE
    PETOSKEY,MI49770     		NONE EXEMPT SUPPORT 25,000
    MAKE A WISH FOUNDATION OF MICHIGAN
    2300 GENOA BUSINESS PARK STE 290
    BRIGHTON,MI48114     		NONE EXEMPT SUPPORT 5,000
    UNVERISITY OF MICHIGAN
    3003 SOUTH STATE STREET 8TH FLOOR
    ANN ARBOR,MI48109     		NONE EXEMPT SUPPORT 10,000
    DETROIT ZOOLOGICAL SOCIETY
    8450 W TEN MILE ROAD
    ROYAL OAK,MI48067     		NONE EXEMPT SUPPORT 30,000
    DAUGHTERS OF VARTAN - SCHOLARSHIPS
    2164 BODEAUX
    WEST BLOOMFIELD,MI48323     		NONE EXEMPT SCHOLARSHIPS 1,000
    ST JOHN'S NORTHWESTERN
    MILITARY ACADEMY INC
    1101 N GENESEE STREET
    DELAFIELD,WI53018     		NONE EXEMPT SUPPORT 1,000
    GIFT OF LIFE TRANSPLANT HOUSE
    705 SECOND STREET SW
    ROCHESTER,MN55902     		NONE EXEMPT SUPPORT 25,000
    MAYO CLINIC
    200 FIRST ST
    ROCHEST,MN55905     		NONE EXEMPT SUPPORT 50,000
    ST NERSESS ARMENIAN SEMINARY
    150 STRATTON ROAD
    NEW ROCHELLE,NY10804     		NONE EXEMPT SUPPORT 5,000
    FULLER CENTER FOR HOUSING
    701 SOUTH MARTIN LUTHER KING BLVD
    AMERICUS,GA31719     		NONE EXEMPT SUPPORT 10,000
    CHILDHELP MICHIGAN
    21455 MELROSE AVE BLDG R STE1
    SOUTHFIELD,MI48075     		NONE EXEMPT SUPPORT 5,000
    Total .................................bullet 3a 7,824,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 594  
    4 Dividends and interest from securities....     14 1,075,599  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 2,911,526  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE     14 225,318  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,213,037  
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,213,037
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    EDWARD & HELEN MARDIGIAN FOUNDATION
     
    Employer identification number

    38-6048886
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    EDWARD & HELEN MARDIGIAN FOUNDATION
          		Employer identification number

    38-6048886
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    HELEN MARDIGAN CRUT FBO ROBERT    
    39400 WOODWARD SUITE 225
       
    BLOOMFILED HILLS, MI   48304

    		$22,545,047


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    EDWARD & HELEN MARDIGIAN FOUNDATION
          		Employer identification number

    38-6048886
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 VARIOUS SECURITIES FROM THE CRUT OF HELEN MARDIGIAN FBO ROBERT   $22,545,047 2012-02-08
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    EDWARD & HELEN MARDIGIAN FOUNDATION
          		Employer identification number

    38-6048886
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    EDWARD & HELEN MARDIGIAN FOUNDATION
    EIN: 38-6048886
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,878,597 2,990,803

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    EDWARD & HELEN MARDIGIAN FOUNDATION
    EIN: 38-6048886
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 12,028,202 31,292,286

    TY 2012 OtherDecreasesSchedule
    Name:
    EDWARD & HELEN MARDIGIAN FOUNDATION
    EIN: 38-6048886
    Description Amount
    DIFFERENCE BETWEEN CASH RECEIPTS AND TAXABLE INCOME 80,595
    DIFFERENCE BETWEEN FMV AND BASIS OF ASSETS CONTRIBUTED 12,532,537