Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
LYNN & PAUL ALANDT FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1901 ST ANTOINE 6TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

27-2677218
B Telephone number (see instructions)

(313) 259-7777
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$10,327,647J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet
3 Interest on savings and temporary cash investments 24,121 24,121  
4 Dividends and interest from securities...... 93,520 93,520  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 280,951
b Gross sales price for all assets on line 6a 6,356,335
7 Capital gain net income (from Part IV, line 2)... 269,637
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).....    
11 Other income (attach schedule)....... Click to see attachment 82,828 77,584  
12 Total. Add lines 1 through 11........ 481,420 464,862  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,221 306   915
b Accounting fees (attach schedule)....... Click to see attachment 24,400 10,980   12,200
c Other professional fees (attach schedule).... Click to see attachment 8,775 8,775   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 10,919 114   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27 7   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,342 20,182   13,135
25 Contributions, gifts, grants paid........ 323,315 323,315
26 Total expenses and disbursements. Add lines 24 and 25 368,657 20,182   336,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 112,763
b Net investment income (if negative, enter -0-) 444,680
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 372,017 178,191 178,191
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet575
Less: allowance for doubtful accounts bullet   16,914 575 575
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 611,671 Click to see attachment1,541,798 1,848,841
c Investments—corporate bonds (attach schedule)........ 1,290,187 Click to see attachment1,434,717 1,451,447
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,679,411 Click to see attachment5,931,607 6,845,068
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,496 Click to see attachment3,525 Click to see attachment3,525
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,972,696 9,090,413 10,327,647
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) Click to see attachment0 Click to see attachment4,954
23 Total liabilities (add lines 17 through 22).......... 0 4,954
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......... 10,275,408 10,556,359
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,302,712 -1,470,900
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,972,696 9,085,459
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,972,696 9,090,413
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 8,972,696
2 Enter amount from Part I, line 27a..................... 2 112,763
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 9,085,459
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,085,459
Form 990-PF (2013)
Form 990-PF (2013)
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 COMERICA BANK (ICIA) - PUBLICLY TRADED SECURITIES P    
b COMERICA BANK (RHB #2) - PUBLICLY TRADED SECURITIES P    
c COMERICA BANK (RHB) - PUBLICLY TRADED SECURITIES P    
d FROM K-1: BRUSH STREET H FUND, LLC P    
e FROM K-1: BLUESTEIN TIPS FUND, LP P    
FROM K-1: PACIFIC FUND I, LP P    
BLUESTEIN TIPS FUND, LP P    
CAPITAL GAINS DIVIDENDS P    
(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 555,675   527,590 28,085
b 977,610   977,958 -348
c 3,507,082   3,452,717 54,365
d       54,316
e       66,422
      -5,573
1,236,952   1,243,598 -6,646
79,016     79,016
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       28,085
b       -348
c       54,365
d       54,316
e       66,422
      -5,573
      -6,646
      79,016
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 2 269,637
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))
2012 612,524 9,836,655 0.062270
2011 634,062 10,207,979 0.062114
2010 427,781 10,254,846 0.041715
2009      
2008      
2 Total of line 1, column (d) ...................... 2 0.166099
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 0.055366
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 10,572,829
5 Multiply line 4 by line 3....................... 5 585,375
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,447
7 Add lines 5 and 6......................... 7 589,822
8 Enter qualifying distributions from Part XII, line 4.............. 8 336,450
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 (2013)
Form 990-PF (2013)
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 8,894
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 8,894
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 8,894
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,851
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 11,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,251
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
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 7,357
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,357 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2013 or the taxable year beginning in 2013 (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
     
    No
    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 ofbulletRODNEY P WOOD Telephone no.bullet (313) 961-0500
    Located atbullet2000 BRUSH ST SUITE 440DETROITMI ZIP+4bullet482262251
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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
     
     
    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 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    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 (2013)
    Form 990-PF (2013)
    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
    LYNN F ALANDT PRESIDENT & DIRECTOR
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    PAUL D ALANDT VICE PRESIDENT & DIRECTOR
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    DAVID M HEMPSTEAD SECRETARY & DIRECTOR
    0.25     		0 0 0
    1901 ST ANTOINE 6TH FLOOR
    DETROIT,MI48226
    RODNEY P WOOD TREASURER
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    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
    NONE
    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 (2013)
    Form 990-PF (2013)
    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  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    528,641
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    8,894
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    1,911
    c
    Add lines 2a and 2b............................
    2c
    10,805
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    517,836
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    517,836
    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
    517,836
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 517,836
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 119,136
    d From 2011....... 131,575
    e From 2012....... 125,492
    fTotal of lines 3a through e......... 376,203
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 336,450
    a Applied to 2012, but not more than line 2a 0
    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 2013 distributable amount..... 336,450
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 181,386 181,386
    (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 5 194,817
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		194,817
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 69,325
    d Excess from 2012.... 125,492
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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).)
    LYNN F ALANDT
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID M HEMPSTEAD
    1901 ST ANTOINE ST 6TH FLOOR
    DETROIT,MI48226
    (313) 259-7777
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF LETTER, FINANCIAL STATEMENT AND COPY OF IRS DETERMINATION LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS GENERALLY LIMITED TO CHARITABLE ORGANIZATIONS ALREADY FAVORABLY KNOWN TO, AND OF INTEREST TO, THE SUBSTANTIAL CONTRIBUTORS OF THIS FOUNDATION. NO GRANTS TO INDIVIDUALS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    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
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    BELLE ISLE CONSERVANCY
    8109 EAST JEFFERSON
    DETROIT,MI48214     		N/A PUBLIC CHARITY POLISH THE JEWEL 1,000
    CENTER LINE PUBLIC SCHOOLS EDUCATIONAL FOUNDATION
    26400 ARSENAL
    CENTER LINE,MI48015     		N/A PUBLIC CHARITY PROGRAM SERVICE 10,000
    CHRIST CHURCH GROSSE POINTE
    62 GROSSE POINTE BOULEVARD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY ANTIQUES AUCTION 10,326
    COLLEGE FOR CREATIVE STUDIES
    201 EAST KIRBY
    DETROIT,MI48202     		N/A PUBLIC CHARITY IMRE J. MOLNAR ENDOWMENT FUND 1,000
    DETROIT INSTITUTE FOR CHILDREN
    5447 WOODWARD AVE
    DETROIT,MI48202     		N/A PUBLIC CHARITY 2013 SUMMER CAMP 1,500
    DETROIT INSTITUTE FOR CHILDREN
    5447 WOODWARD AVE
    DETROIT,MI48202     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    DETROIT PAL
    111 WEST WILLIS
    DETROIT,MI48201     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    GLEANERS COMMUNITY FOOD BANK OF SE MICHIGAN
    2131 BEAUFALT STREET
    DETROIT,MI48207     		N/A PUBLIC CHARITY WOMEN'S POWER BREAKFAST 1,000
    GROSSE POINTE ANIMAL ADOPTION SOCIETY
    296 CHALFONTE AVE
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 5,000
    GROSSE POINTE HISTORICAL SOCIETY
    381 KERCHEVAL AVE
    GROSSE PTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    GROSSE POINTE SHORES IMPROVEMENT FOUNDATION
    795 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY MOTHERS, DAUGHTERS, SISTERS & FRIENDS 2,500
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY GRAND BALL 5,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI48025     		N/A PUBLIC CHARITY 2013 BOW WOW LUNCH 5,000
    NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230     		N/A PUBLIC CHARITY WORKING TOGETHER FOR A HEALTHY COMMUNITY 150,000
    PEWABIC POTTERY
    10125 E JEFFERSON AVE
    DETROIT,MI48214     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    PLANNED PARENTHOOD
    PO BOX 3673
    ANN ARBOR,MI48106     		N/A PUBLIC CHARITY ANNUAL LUNCHEON 2,500
    PLANNED PARENTHOOD
    PO BOX 3673
    ANN ARBOR,MI48106     		N/A PUBLIC CHARITY ANNUAL LUNCHEON 1,000
    RACING FOR KIDS
    93 KERCHEVAL SUITE 4
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY TO THE HILL 10,489
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    SERVICES FOR OLDER CITIZENS
    159 KERCHEVAL
    GROSSE PTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    SERVICES FOR OLDER CITIZENS
    159 KERCHEVAL
    GROSSE PTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    SIGMA GAMMA ASSOCIATION
    174A KERBY ROAD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY ANNUAL FIREWORKS PICNIC 3,000
    SIGMA GAMMA ASSOCIATION
    174A KERBY ROAD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY MISTLETOE MAGIC 1,000
    ST JOHN PROVIDENCE HEALTH SYSTEMS FOUNDATION
    2201 MOROSS RD MOB SUITE 102
    DETROIT,MI48236     		N/A PUBLIC CHARITY WALK WITH ME 5,000
    ST JOHN PROVIDENCE HEALTH SYSTEMS FOUNDATION
    2201 MOROSS RD MOB SUITE 102
    DETROIT,MI48236     		N/A PUBLIC CHARITY HOLLEY INSTITUTE 1,000
    THE FRIENDS OF THE GROSSE POINTE PARADE
    120 KERCHEVAL AVENUE
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    THE MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522     		N/A PUBLIC CHARITY PROGRAM SERVICES 25,000
    THE NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    THINK DETROIT PAL
    111 WEST WILLIS
    DETROIT,MI48201     		N/A PUBLIC CHARITY PROGRAM SERVICES 5,000
    UTICA COMMUNITY SCHOOLS FOUNDATION
    7600 EIGHTEEN MILE ROAD
    STERLING HEIGHTS,MI48314     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    WINGS LEARNING CENTER
    411 MIDDLEFIELD RD
    REDWOOD CITY,CA94063     		N/A PUBLIC CHARITY OCCUPATIONAL THERAPY AREA 5,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTE
    FENNO HOUSE MS 40
    WOODS HOLE,MA02543     		N/A PUBLIC CHARITY PROGRAM SERVICES 5,000
    Total .................................bullet 3a 323,315
    bApproved for future payment
    THE NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230     		N/A PUBLIC CHARITY WORKING TOGETHER FOR A HEALTHY COMMUNITY 300,000
    Total .................................bullet 3b 300,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		    14 24,121  
    4 Dividends and interest from securities....     14 93,520  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 82,828  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 280,951  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 481,420 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13481,420
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 24,400 10,980   12,200

    TY 2013 GeneralExplanationAttachment
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Identifier Return Reference Explanation
    SERVICES ACCEPTED FROM A DISQUALIFIED PERSON PART VII-B, QUESTION 1(A)(3) FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY LYNN F. ALANDT AND PAUL D. ALANDTFORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILAR MATTERS) PERTAINING TO THE OFFICE OF TREASURER. SUCH SERVICES ARE PERFORMED BY RODNEY P. WOOD AND BY OTHERS IN FORD ESTATES, LLC UNDER HIS SUPERVISION. NO COMPENSATION IS PAID BY THE LYNN & PAUL ALANDT FOUNDATION DIRECTLY TO RODNEY P. WOOD AS COMPENSATION FOR HIS SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. DURING 2013, THE LYNN & PAUL ALANDT FOUNDATION PAID $24,400 TO FORD ESTATES, LLC FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.
    COMPENSATION PAID TO A DISQUALIFIED PERSON PART VII-B, QUESTION 1(A)(4) DAVID M. HEMPSTEAD, LISTED AS SECRETARY, IS A PARTNER IN THE LAW FIRM OF BODMAN LLP, 1901 ST. ANTOINE STREET, 6TH FLOOR, DETROIT, MICHIGAN 48226, WHICH FIRM ACTS AS THE ATTORNEYS FOR THE LYNN & PAUL ALANDT FOUNDATION. MR. HEMPSTEAD IS THE PERSON IN THE FIRM PRINCIPALLY CONCERNED WITH SUCH LEGAL SERVICES TO THE FUND, BUT OTHERS IN THE FIRM ALSO RENDER LEGAL SERVICES TO THE FUND UNDER HIS SUPERVISION. THE TIME SPENT BY MR. HEMPSTEAD STRICTLY IN THE LISTED OFFICIAL CAPACITIES CANNOT READILY BE SEPARATED FROM THAT SPENT IN PERFORMING THE LEGAL SERVICES REFERRED TO. DURING 2013, THE LYNN & PAUL ALANDT FOUNDATION PAID $1,221 TO SAID ATTORNEYS FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 UNITS CATERPILLAR FINL SVCS CORP 4.25% 02/08/2013 0 0
    100,000 UNITS WAL-MART STORES INC 4.25% 04/15/2013 0 0
    100,000 UNITS XTO ENERGY INC 6.25% 04/15/2013 0 0
    100,000 UNITS NOVARTIS CAP CORP 1.9% 04/24/2013 1.900% DUE 04-24-13 0 0
    100,000 UNITS BERKSHIRE HATHAWAY GTD SR NT 5% 08/15/2013 0 0
    100,000 UNITS IBM CORP NT DTD 10/15/2008 6.5% 10/15/2013 0 0
    100,000 UNITS LILLY ELI & CO NT 4.2% 03/06/2014 0 0
    100,000 UNITS COCA COLA CO 3.625% 03/15/2014 0 0
    50,000 UNITS MEDTRONIC INC 4.5% 03/15/2014 0 0
    100,000 UNITS PROCTER & GAMBLE CO 4.95% 08/15/2014 103,181 102,841
    50,000 UNITS CATERPILLAR FINL SVCS CORP 4.625% 06/01/2015 51,617 52,813
    100,000 UNITS WAL-MART STORES INC NT 2.25% 07/08/2015 100,568 102,645
    50,000 UNITS COLGATE PALMOLIVE CO MEDIUM 3.15% 08/05/2015 51,165 52,067
    50,000 UNITS MCDONALDS CORP 5.3% 03/15/2017 53,947 55,854
    100,000 UNITS FORD MOTOR CREDIT CO LLC 2.75% 05/15/2015 100,754 102,584
    150,000 UNITS FORD MOTOR CREDIT COMPANY LLC 8% DUE 6/1/14 155,199 154,580
    125,000 UNITS FORD MOTOR CREDIT CO 7% DUE 4/15/2015 134,926 134,546
    100,000 UNITS VERIZON COMMUNICATIONS INC 5.5% DUE 4/1/2017 112,652 112,733
    50,000 UNITS FORD MOTOR CREDIT CO LLC BOND 1.7% DUE 5/9/2016 50,188 50,572
    100,000 UNITS AMGEN INC SR NT 2.3% DUE 6/15/16 102,916 103,103
    100,000 UNITS CATERPILLAR FINANCIAL SERVICES CORP 2.05% DUE 8/1/2016 103,045 102,654
    100,000 UNITS LOCKHEED MARTIN CORP NOTE 2.125% DUE 9/15/2016 103,071 102,599
    100,000 UNITS TEXTRON INC NT 4.625% DUE 9/21/2016 108,794 107,802
    100,000 SHS BAXTER INTL INC NOTE 1.85% DUE 1/15/2017 102,694 101,075
    ACCRUED INTEREST 0 12,979

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 SHS ALLERGAN INC 0 0
    400 SHS AMERICAN EXPRESS CR 25,390 36,292
    1,000 SHS AMERICAN WATER WORKS INC 35,560 42,260
    150 SHS APPLE COMPUTER INC 64,071 84,153
    350 SHS BOEING CO 26,749 47,772
    400 SHS BRISTOL MYERS SQUIBB CO 10,715 21,260
    500 SHS CATERPILLAR INC 40,654 45,405
    450 SHS CHURCH & DWIGHT CO INC 21,795 29,826
    500 SHS COCA COLA CO 0 0
    350 SHS COSTCO WHOLESALE CORP 32,057 41,657
    650 SHS DISNEY WALT CO 34,698 49,660
    750 SHS EXXON MOBIL CORPORATION 68,866 75,900
    50 SHS FREEPORT-MCMORAN COPPER-B 1,675 1,887
    100 SHS GENERAC HOLDINGS INC 0 0
    1,700 SHS GENERAL ELEC CO 41,633 47,651
    50 SHS GOOGLE INC-CL A 37,579 56,036
    500 SHS HOME DEPOT 33,201 41,170
    200 SHS IBM CORP 38,471 37,514
    250 SHS KINDER MORGAN INC 0 0
    200 SHS MCDONALDS CORP 0 0
    400 SHS MONSANTO CO 32,758 46,620
    350 SHS NATIONAL OILWELL VARCO 25,337 27,835
    250 SHS ORACLE CORPORATION 0 0
    250 SHS PERRIGO CO 38,051 38,365
    300 SHS UNION PACIFIC CORP 34,950 50,400
    200 SHS VISA INC - CLASS A SHARES 24,246 44,536
    1,000 SHS WELLS FARGO & CO 33,363 45,400
    600 SHS WEYERHAEUSER CO 0 0
    300 SHS DIAGEO PLC SPNSRD ADR NEW 29,247 39,726
    350 SHS NESTLE SA REP RG SH ADR 0 0
    100 SHS 3M COMPANY 0 0
    200 SHS AMERICAN TOWER CORP 0 0
    150 SHS BERKSHIRE HATHAWAY INC CL B 0 0
    150 SHS CHEVRON CORP 0 0
    75 SHS CUMMINS INC 0 0
    250 SHS ECOLAB INC 0 0
    75 SHS EQUINIX INC 0 0
    300 SHS HAIN CELESTIAL GROUP INC 0 0
    400 SHS NIKE INC CL B 0 0
    600 SHS PEABODY ENERGY CORP 0 0
    150 SHS PETSMART INC 0 0
    250 SHS PRUDENTIAL FINANCIAL INC 0 0
    225 SHS QUALCOMM INC 0 0
    100 SHS SHERWIN-WILLIAMS CO 0 0
    50 SHS STRATASYS LTD 0 0
    250 SHS TOOTSIE ROLL INDUSTRIES 0 0
    500 SHS VERIZON COMMUNICATIONS 0 0
    100 SHS WILLIAMS COS INC 0 0
    900 SHS ABBOTT LABS COM 33,224 34,497
    60 SHS AMAZON COM INC 20,744 23,927
    50 SHS AMERCO 11,583 11,892
    200 SHS APACHE CORP 17,148 17,188
    150 SHS BERKSHIRE HATHAWAY INC CL B 17,250 17,784
    1,000 SHS BOSTON SCIENTIFIC CORP 12,144 12,020
    250 SHS CBS CORP - CLASS B 14,647 15,935
    200 SHS CHUBB CORP 19,002 19,326
    500 SHS CONAGRA INC 18,539 16,850
    500 SHS CVS CORPORATION (DEL) 28,903 35,785
    500 SHS DELTA AIR LINES INC 13,785 13,735
    200 SHS DOW CHEMICAL CO 8,960 8,880
    100 SHS DRIL-QUIP INC 11,540 10,993
    600 SHS EBAY INC 33,013 32,919
    400 SHS ECOLAB INC 29,502 41,708
    100 SHS EDWARDS LIFESCIENCES CORP 7,169 6,576
    400 SHS FACEBOOK 17,746 21,860
    250 SHS GILEAD SCIENCES INC 18,528 18,775
    700 SHS HESS CORP 48,524 58,100
    100 SHS INGERSOLL-RAND PLC 5,229 6,160
    400 SHS JARDEN CORP 17,445 24,540
    300 SHS LOCKHEED MARTIN CORP 30,032 44,598
    1,500 SHS MICRON TECHNOLOGY INC 32,572 32,625
    1,000 SHS MICROSOFT CORP 37,687 37,410
    800 SHS MOSAIC COMPANY 35,877 37,816
    75 SHS NETFLIX INC 25,161 27,613
    150 SHS NIKE INC CL B 11,759 11,796
    250 SHS OCCIDENTAL PETROLEUM CORP 22,841 23,775
    150 SHS PALL CORP 12,438 12,802
    700 SHS PFIZER INC 21,291 21,441
    100 SHS POST HOLDINGS INC 5,068 4,927
    500 SHS PRUDENTIAL FINANCIAL INC 34,922 46,110
    250 SHS SHERWIN-WILLIAMS CO 45,762 45,875
    100 SHS STARBUCKS CORP 7,833 7,839
    150 SHS STARWOOD HOTELS & RESORTS 11,931 11,918
    150 SHS TOLL BROTHERS INC 5,555 5,550
    1,200 SHS TONIX PHARMACEUTICALS HOLDING CORP 9,669 12,372
    200 SHS TWITTER INC 8,792 12,730
    100 SHS WYNN RESORTS LTD 18,764 19,421
    800 SHS VODAFONE GROP PLC SP ADR (OLD) 28,153 31,448

    TY 2013 InvestmentsOtherSchedule2
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRUSH STREET H FUND, LLC - 0.7454425% INTEREST AT COST 1,763,335 1,924,809
    BLUESTEIN TIPS FUND - 23.0407% INTEREST AT COST 0 0
    PACIFIC FUND I, LP - 1.8587% INTEREST AT COST 2,583,483 3,000,291
    66,822.189 UNITS CRM SMALL/MID CAP VALUE FUND AT COST 830,833 1,196,785
    52,285.591 UNITS PIMCO DEVELOPING LOCAL MARKETS FUND AT COST 0 0
    25 UNITS SPDR GOLD TRUST AT COST 0 0
    5.205 UNITS PIMCO EMERGING MARKETS CURRENCY FUND AT COST 51 53
    64,491.423 UNITS PIMCO UNCONSTRAINED BOND FUND INSTL AT COST 745,664 715,210
    100 SHS PROSHARES ULTRASHORT LEHMAN 20+ AT COST 8,241 7,920

    TY 2013 LegalFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,221 306   915


    TY 2013 OtherAssetsSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX RECEIVABLE 1,877 2,019 2,019
    UNRELATED BUSINESS TAX RECEIVABLE 619    
    PURCHASED INTEREST 0 1,506 1,506


    TY 2013 OtherExpensesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL REPORT 20 0   20
    INVESTMENT INTEREST EXPENSE 7 7   0


    TY 2013 OtherIncomeSchedule2
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1: BRUSH STREET H FUND, LLC 34,883 29,639 34,883
    FROM K-1: BLUESTEIN TIPS FUND, LP -4,524 -4,524 -4,524
    FROM K-1: PACIFIC FUND I, LP 52,469 52,469 52,469


    TY 2013 OtherLiabilitiesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX ACCRUAL 0 4,043
    UBIT TAX ACCRUAL 0 911


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE - ICIA 731 731   0
    INVESTMENT EXPENSE - RHB 4,365 4,365   0
    INVESTMENT EXPENSE - RHB BOND 3,679 3,679   0


    TY 2013 TaxesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - RHB 114 114   0
    FEDERAL EXCISE TAX 8,894 0   0
    UNRELATED BUSINESS INCOME TAX 1,911 0   0