Form990-PF

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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
 

Number and street (or P.O. box number if mail is not delivered to street address)101 N MAIN STREET 7TH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANN ARBOR, MI48104
A Employer identification number

38-2908719
B Telephone number (see instructions)

(734) 663-2445
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$49,439,856J 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
Sch. B ...............
3 Interest on savings and temporary cash investments 149 149  
4 Dividends and interest from securities...... 1,425,854 1,399,321  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 846,020
b Gross sales price for all assets on line 6a 4,284,478
7 Capital gain net income (from Part IV, line 2)... 846,020
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).......      
12 Total. Add lines 1 through 11........ 2,272,023 2,245,490 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 62,628 31,314 0 31,314
b Accounting fees (attach schedule)....... Click to see attachment 6,280 6,280 0 0
c Other professional fees (attach schedule).... Click to see attachment 41,709 41,709 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 59,640 5,613 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,257 84,916 0 31,314
25 Contributions, gifts, grants paid........ 2,936,000 2,936,000
26 Total expenses and disbursements. Add lines 24 and 25 3,106,257 84,916 0 2,967,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -834,234
b Net investment income (if negative, enter -0-) 2,160,574
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............   65 65
2 Savings and temporary cash investments.......... 508,122 198,618 198,618
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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)........ 22,729,758 Click to see attachment22,204,963 49,241,173
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 23,237,880 22,403,646 49,439,856
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 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 23,237,880 22,403,646
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
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 instructions)...... 23,237,880 22,403,646
31 Total liabilities and net assets/fund balances (see instructions).. 23,237,880 22,403,646
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 23,237,880
2 Enter amount from Part I, line 27a..................... 2 -834,234
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 22,403,646
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 22,403,646
Form 990-PF (2014)
Form 990-PF (2014)
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 DELL CLASS ACTION SETTLEMENT P   2014-10-03
b CALL JOHNSON & JOHNSON P 2014-05-23 2014-05-21
c CALL MERCK & CO P 2014-03-13 2014-03-12
d CIL - VODAFONE P 2014-02-24 2014-02-24
e CALL MICROSOFT CORP P 2014-10-17 2014-09-09
CALL JOHNSON & JOHNSON P 2014-07-18 2014-03-25
CALL MCGRAW-HILL P 2014-08-15 2014-02-20
CALL MERCK & CO INC P 2014-03-14 2014-01-13
CALL KELLOGG CO P 2014-09-12 2014-04-10
CALL ROCKWELL AUTOMATION P 2014-10-18 2014-03-17
CALL HONEYWELL INTL INC P 2014-03-14 2013-09-16
CALL JOHNSON & JOHNSON P 2014-02-12 2013-10-17
CALL MICROSOFT CORP P 2014-02-11 2013-11-06
CALL PEPSICO INC. P 2014-02-11 2013-10-29
CALL MCGRAW-HILL FIN P 2014-02-20 2013-09-17
CALL 3M COMPANY P 2014-02-13 2013-11-01
CALL PROCTER & GAMBLE P 2014-01-17 2013-04-15
3750 SHS, AT&T INC. P 2007-07-10 2014-12-04
6000 SHS, BANK OF AMERICA P 2008-10-07 2014-12-04
3255.915 SHS, CAPITAL WORLD GROWTH & INCOME P 2008-06-25 2014-08-08
10000 SHS, COMERICA INC P 2001-10-03 2014-11-21
20500 SHS, GENERAL ELECTRIC CO P 2001-01-03 2014-09-16
1400 SHS, HONEYWELL INTL P 2003-08-12 2014-02-24
2000 SHS, MCGRAW-HILL FINC P 2001-01-03 2014-02-21
10000 SHS, PEPSICO INC. P 2001-01-03 2014-09-02
4900 SHS, 3M CO P 2001-01-03 2014-02-11
THRU OLD NATIONAL P    
THRU OLD NATIONAL 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       150
b 442,382   454,911 -12,529
c 255,839   267,976 -12,137
d 34     34
e 34,705   18,796 15,909
18,483   37,748 -19,265
20,453   11,412 9,041
672   1,240 -568
33,705   2,695 31,010
28,307     28,307
431   836 -405
43,699   36,295 7,404
33,705   26,095 7,610
43,705   13,645 30,060
8,393   39,272 -30,879
1,192   1,544 -352
45,221   35,993 9,228
127,299   150,711 -23,412
103,106   144,394 -41,288
150,000   131,021 18,979
483,457   593,438 -109,981
536,930   905,067 -368,137
124,635   38,507 86,128
136,321   56,844 79,477
883,195   418,610 464,585
621,413   289,406 332,007
      -1,722
      239,570
107,196     107,196
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       150
b       -12,529
c       -12,137
d       34
e       15,909
      -19,265
      9,041
      -568
      31,010
      28,307
      -405
      7,404
      7,610
      30,060
      -30,879
      -352
      9,228
      -23,412
      -41,288
      18,979
      -109,981
      -368,137
      86,128
      79,477
      464,585
      332,007
      -1,722
      239,570
      107,196
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 2 846,020
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 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))
2013 2,781,000 45,402,143 0.061253
2012 3,033,000 41,110,559 0.073777
2011 2,899,280 41,628,134 0.069647
2010 2,457,500 39,514,641 0.062192
2009 2,749,293 29,177,002 0.094228
2 Total of line 1, column (d) ...................... 2 0.361097
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 0.072219
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 49,732,508
5 Multiply line 4 by line 3....................... 5 3,591,632
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 21,606
7 Add lines 5 and 6......................... 7 3,613,238
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,967,314
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 (2014)
Form 990-PF (2014)
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 43,211
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 43,211
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 43,211
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 49,500
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,289
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,289 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 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
 
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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletERIK H SERR Telephone no.bullet (734) 663-2445
    Located atbullet101 N MAIN STREET 7TH FLOORANN 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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
     
    .........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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    ANDREA HOLMES PRESIDENT/TREASURER/DIRECTOR
    4.00     		0 0 0
    101 N MAIN ST 7TH FLOOR
    ANN ARBOR,MI48104
    KATHRYN HOLMES VICE PRESIDENT/DIRECTOR
    4.00     		0 0 0
    101 N MAIN ST 7TH FLOOR
    ANN ARBOR,MI48104
    CHRISTINE HOLMES VICE PRESIDENT/DIRECTOR
    4.00     		0 0 0
    101 N MAIN ST 7TH FLOOR
    ANN ARBOR,MI48104
    ERIK SERR SECRETARY
    2.00     		0 0 0
    101 N MAIN ST 7TH FLOOR
    ANN ARBOR,MI48104
    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
    MILLER CANFIELD PADDOCK AND STONE PLC LEGAL 62,628
    101 N MAIN ST 7TH FLOOR
    ANN ARBOR,MI48104
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    49,028,436
    b
    Average of monthly cash balances.......................
    1b
    1,461,420
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    50,489,856
    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
    50,489,856
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    757,348
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    49,732,508
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,486,625
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,486,625
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    43,211
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    43,211
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,443,414
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,443,414
    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
    2,443,414
    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
    2,967,314
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,967,314
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,967,314
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 2,443,414
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 1,308,857
    b From 2010....... 499,693
    c From 2011....... 838,453
    d From 2012....... 999,792
    e From 2013....... 544,620
    fTotal of lines 3a through e......... 4,191,415
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,967,314
    a Applied to 2013, 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 2014 distributable amount..... 2,443,414
    e Remaining amount distributed out of corpus 523,900
    5 Excess distributions carryover applied to 2014. 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 4,715,315
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		1,308,857
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		3,406,458
    10 Analysis of line 9:
    a Excess from 2010.... 499,693
    b Excess from 2011.... 838,453
    c Excess from 2012.... 999,792
    d Excess from 2013.... 544,620
    e Excess from 2014.... 523,900
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR THE GREAT LAKES (DALE S BRYSON FUND)
    150 N MICHIGAN AVE SUITE 700
    CHICAGO,IL60601     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    AMERICAN RED CROSS - WASHTENAW LENAWEE CHAPTER
    4624 PACKARD ROAD
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 35,000
    ANIMALS AND SOCIETY INSTITUTE INC FOR THE ANICARE PROGRAM
    2512 CARPENTER ROAD SUITE 201
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    ANN ARBOR AREA COMMUNITY FOUNDATION
    301 N MAIN STREET SUITE 300
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    ANN ARBOR CENTER FOR INDEPENDENT LIVING
    3941 RESEARCH PARK DRIVE
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 50,000
    ANN ARBOR COMMUNITY CENTER
    625 N MAIN STREET
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 20,000
    ANN ARBOR HANDS-ON MUSEUM
    220 E ANNE STREET
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 95,000
    ANN ARBOR YMCA
    400 W WASHINGTON
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 90,000
    ARBOR HOSPICE FOUNDATION
    2366 OAK VALLEY DRIVE
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 150,000
    BURT LAKE PRESERVATION ASSOCIATION
    PO BOX 632
    INDIAN RIVER,MI49749     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 10,000
    CATHOLIC SOCIAL SERVICES OF WASHTENAW COUNTY
    PO BOX 1525
    ANN ARBOR,MI48106     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 10,000
    CHILDREN'S LITERACY NETWORK
    1954 S INDUSTRIAL HIGHWAY SUITE D
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    CORNER HEALTH CENTER
    47 N HURON STREET
    YPSILANTI,MI48197     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 45,000
    DAWN INC
    502 WEST HURON
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 75,000
    DETROIT ZOOLOGICAL SOCIETY - OPERATING PURPOSES
    8450 W 10 MILE ROAD
    ROYAL OAK,MI48062     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    DETROIT ZOOLOGICAL SOCIETY - POLK PENGUIN CONSERVATION CTR
    8450 W 10 MILE ROAD
    ROYAL OAK,MI48062     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    DOMESTIC VIOLENCE PROJECT INC
    4100 CLARK ROAD
    ANN ARBOR,MI48105     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 90,000
    EARLY LEARNING CENTER
    3070 REDWOOD
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 8,000
    ELE'S PLACE
    1582 EISENHOWER PLACE
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    FLY CHILDREN'S ART CENTER
    40 N WASHINGTON
    YPSILANTI,MI48197     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 2,000
    FOOD GATHERERS
    PO BOX 131037
    ANN ARBOR,MI48113     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 80,000
    GLACIER HILLS FOUNDATION
    1200 EARHART ROAD
    ANN ARBOR,MI48105     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    GREAT LAKES RABBIT SANCTUARY
    PO BOX 7
    WHITTAKER,MI48190     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 17,000
    HABITAT FOR HUMANITY OF HURON VALLEY
    170 APRILL DRIVE SUITE A
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    HOPE MEDICAL CLINIC INC
    PO BOX 980311
    YPSILANTI,MI48198     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 40,000
    HORSES HAVEN
    PO BOX 166
    HOWELL,MI48844     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 55,000
    HUMANE SOCIETY OF HURON VALLEY
    3100 CHERRY HILL ROAD
    ANN ARBOR,MI48105     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 80,000
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER ROAD
    ROCHESTER,MI48037     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 35,000
    LEGACY LAND CONSERVANCY
    1100 N MAIN STREET SUITE 203
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 65,000
    LIFELINE INC DBA LIFELINE PILOTS
    6100 W EVERETT DIRKSEN PARKWAY
    PEORIA,IL61607     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    LIONS VISUALLY IMPAIRED YOUTH CAMP INC
    3409 N FIVE LAKES ROAD
    LAPEER,MI48446     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    LIVINGSTON AREA COUNCIL AGAINST SPOUSE ABUSE INC
    2895 W GRAND RIVER PO BOX 72
    HOWELL,MI48843     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    MCLAREN-NORTHERN MICHIGAN FDN
    360 CONNABLE AVE
    PETOSKEY,MI49770     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 50,000
    MICHIGAN ABILITY PARTNERS
    3810 PACKARD ROAD SUITE 200
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 50,000
    MICHIGAN ANTI-CRUELTY SOCIETY
    13569 JOSEPH CAMPAU
    DETROIT,MI48212     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 55,000
    MICHIGAN FRIENDS CENTER INC
    7748 CLARK LAKE ROAD PO BOX 218
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 2,000
    MICHIGAN HUMANE SOCIETY - OPERATING PURPOSES
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI48025     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 60,000
    MICHIGAN HUMANE SOCIETY - ANIMAL CARE CAMPUS IN DETROIT
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI48025     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 60,000
    MICHIGAN THEATER FOUNDATION INC
    603 E LIBERTY
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 50,000
    NATIONAL FOUNDATION FOR TRANSPLANTS
    5350 POPLAR AVE SUITE 430
    MEMPHIS,TN38119     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 40,000
    NEUTRAL ZONE (DBA ANN ARBOR TEEN CENTER INC)
    310 E WASHINGTON
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    OZONE HOUSE INC
    1705 WASHTENAW
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 50,000
    PAWS WITH A CAUSE
    4646 SOUTH DIVISION
    WAYLAND,MI49348     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 80,000
    PEACE NEIGHBORHOOD CENTER
    1111 NORTH MAPLE ROAD
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 10,000
    PURPLE ROSE THEATRE COMPANY
    137 PARK STREET
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    RECYCLE ANN ARBOR
    2420 SOUTH INDUSTRIAL HIGHWAY
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN - ANN ARBOR MEALS ON WHEELS
    2025 TRAVERWOOD SUITE F
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 85,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN - EXHIBIT MUSEUM OF NATURAL HISTORY
    1109 GEDDES AVE
    ANN ARBOR,MI48109     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 8,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN - REACH OUT AND READ PROGRAM
    1000 OAKBROOK DRIVE SUITE 100
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 5,000
    RONALD MCDONALD HOUSE CHARITIES OF HURON VALLEY
    1600 WASHINGTON HEIGHTS
    ANN ARBOR,MI48104     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 35,000
    SHELTER ASSOCIATION OF WASHTENAW COUNTY
    312 W HURON STREET
    ANN ARBOR,MI48103     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 160,000
    SOS COMMUNITY SERVICES
    101 SOUTH HURON
    YPSILANTI,MI48197     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 40,000
    SOUTHEAST MICHIGAN LAND CONSERVANCY
    8383 VREELAND ROAD
    YPSILANTI,MI48198     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    ST JOSEPH MERCY CHELSEA - CANCER CENTER
    777 S MAIN STREET
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 125,000
    ST LOUIS CENTER FOR EXCEPTIONAL CHILDREN - GENERAL OPERATING
    16195 OLD US 23
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 75,000
    ST LOUIS CENTER FOR EXCEPTIONAL CHILDREN - LEGACY CAPITAL CAMPAIGN
    16195 OLD US 23
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 75,000
    THERAPEUTIC RIDING INC
    3425 EAST MORGAN ROAD
    ANN ARBOR,MI48108     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 30,000
    TIP OF THE MITT WATERSHED COUNCIL
    426 BAY STREET
    PETOSKEY,MI49770     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    TRAIL'S END WILDLIFE REFUGE INC
    3962 N CARDINAL CREST
    MARTINSVILLE,IN46151     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 20,000
    UNITED METHODIST RETIREMENT FOUNDATION
    805 WEST MIDDLE STREET SUITE 4
    CHELSEA,MI48118     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 150,000
    UNIVERSITY MUSICAL SOCIETY
    BURTON MEMORIAL TOWER 881 N
    UNIVERSITY AVE
    ANN ARBOR,MI48109     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 100,000
    WASHTENAW COUNTY HISTORICAL SOCIETY
    PO BOX 3336
    ANN ARBOR,MI48106     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 4,000
    WASHTENAW HOUSING ALLIANCE
    PO BOX 7993
    ANN ARBOR,MI48107     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 60,000
    WASHTENAW LITERACY
    5577 WHITTAKER ROAD
    YPSILANTI,MI48197     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 45,000
    YPSILANTI MEALS ON WHEELS
    1110 W CROSS
    YPSILANTI,MI48197     		N/A PUBLIC CHARITY USE CONSISTENT W/501(C)(3) STATUS 25,000
    Total .................................bullet 3a 2,936,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    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 ............     		    14 149  
    4 Dividends and interest from securities....     14 1,425,854  
    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.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 846,020  
    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 2,272,023 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,272,023
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) 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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
    EIN: 38-2908719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND & COMPANY 6,280 6,280 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
    EIN: 38-2908719
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALTRIA GROUP INC. 13,184 172,445
    AMERICAN MOVIL SAB 193,220 1,113,436
    ARCHER-DANIELS-MIDLAND CO 199,296 780,000
    AT&T 31,822 415,441
    BANK OF AMERICA 308,473 357,800
    BOEING CO 97,962 536,557
    CHEVRON CORPORATION 394,897 960,261
    CISCO SYSTEMS INC. 66,356 104,306
    CMS ENERGY CORP 26,281 52,125
    COCA COLA COMPANY 757,813 1,055,500
    COMCAST CORP NEW 149,155 1,119,651
    CONOCOPHILLIPS 96,608 103,590
    DAIMLER AG 154,513 307,764
    DISNEY WALT COMPANY 51,385 141,285
    DOW CHEMICAL COMPANY 1,073,339 1,422,393
    EXELON CORPORATION 219,915 1,631,520
    EXXON MOBIL CORP 787,500 1,664,100
    FINANCIAL SELECT SECTOR 213,391 247,300
    GENERAL ELECTRIC CO 660,266 745,465
    HERSHEY COMPANY 157,734 519,650
    HONEYWELL INTL INC 67,709 217,326
    HSBC HOLDINGS PLC SPON ADR 36,520 146,696
    INTEL CORP 235,675 354,735
    INTERNATIONAL BUSINESS MACHINE CORP 576,059 1,091,794
    JOHNSON & JOHNSON 138,499 3,241,670
    JOHNSON CONTROLS INC 90,591 270,221
    JP MORGAN CHASE & CO 513,405 1,060,731
    KELLOGG COMPANY 529,330 1,308,800
    KRAFT FOODS GROUP 21,146 83,526
    MASCO CORP 245,000 252,000
    MCGRAW-HILL FINANCIAL INC 187,615 600,360
    MERCK & CO INC NEW 350,505 567,900
    METLIFE INC 21,563 40,568
    MICORSOFT CORP 886,198 1,540,979
    MONDELEZ INTL INC 39,127 145,300
    MOODY'S CORP 30,792 383,240
    MYLAN INC 26,957 84,555
    PEPSICO INC 365,907 1,229,280
    PHILLIPS 66 28,711 53,775
    PROCTER & GAMBLE CO 257,375 1,270,706
    PRUDENTIAL FINANCIAL INC 123,558 226,150
    RAYTHEON COMPANY 94,705 346,144
    ROCKWELL AUTOMATION INC 22,811 1,112,000
    ROCKWELL COLLINS 31,235 760,320
    SPDR S&P 500 886,753 1,700,844
    TCF FINANCIAL CORP 30,002 476,700
    TYSON FOODS INC CLS A 124,205 300,675
    VANGUARD ENERGY 1,920,965 2,678,880
    VANGUARD INFORMATION TECHNOLOGY 137,364 208,960
    VERIZON COMMUNICATIONS COM 189,814 184,547
    VODAFONE GROUP PLC NEW 67,272 279,545
    WAL-MART STORES INC 611,045 944,680
    WASTE MGMT INC DEL 482,458 1,026,400
    WELLS FARGO COMPANY 405,126 685,250
    ZIMMER HOLDINGS INC 14,373 235,914
    3M CO 531,563 1,478,880
    CAPITAL WORLD GROWTH & INCOME FD 279,050 340,934
    FUNDAMENTAL INVS INC, CLS A 438,422 582,593
    GROWTH FUND OF AMERICA, CLS A 449,755 587,606
    NEW ECONOMY FUND CLS A 162,474 154,624
    BLACKROCK ENHANCED CAPITAL AND INCOME FD 306,616 288,883
    BLACKROCK ENHANCED EQUITY DIVIDEND TRUST 257,922 267,307
    JOHN HANCOCK HEDGED EQUITY & INCOME FD 367,342 337,381
    MCDONALDS CORP 54,576 93,700
    NIKE INC CLS B 55,321 134,610
    TJX CO INC 54,361 192,024
    CVS HEALTH CORP 91,373 117,980
    COSTCO WHSL CORP NEW 51,734 141,750
    KELLOGG COMPANY 57,191 98,160
    PEPSICO INC 41,650 132,384
    PROCTER & GAMBLE CO 79,821 127,526
    CHEVRON CORPORATION 30,348 100,962
    CONOCOPHILLIPS 85,990 69,060
    EXXON MOBIL CORP 32,085 69,338
    MARATHON OIL CORP 27,198 50,922
    AMERICAN EXPRESS CO 96,142 158,168
    CHUBB CORP 62,545 155,205
    FRANKLIN RES INC 47,081 138,425
    METLIFE INC 71,194 67,613
    WELLS FARGO COMPANY 104,006 186,388
    ABBOTT LABS 55,718 94,542
    ABBVIE INC 32,397 85,072
    EXPRESS SCRIPTS HLDG CO 85,403 110,071
    JOHNSON & JOHNSON 35,890 125,484
    STRYKER CORP 46,103 160,361
    THERMO FISHER SCIENTIFIC INC 70,798 68,910
    BOEING CO 99,362 103,984
    CATERPILLAR INC 19,802 64,071
    CUMMINS INC 43,780 64,877
    DANAHER CORP 51,357 119,994
    GENERAL DYNAMICS CORP 73,454 130,739
    STERICYCLE INC 71,531 72,094
    UNION PACIFIC CORP 108,791 125,087
    UNITED TECH CORP 51,010 115,000
    APPLE INC 30,727 154,532
    AUTOMATIC DATA PROCESSING INC 41,899 83,370
    EBAY INC 74,453 75,762
    GOOGLE INC, CLS A 28,837 53,066
    GOOGLE INC, CLS C 28,912 52,640
    MICORSOFT CORP 37,947 60,385
    MICROCHIP TECHNOLOGY INC 66,976 90,220
    ORACLE CORP 60,175 134,910
    QUALCOMM INC 81,478 83,621
    VISA INC CLS A 86,726 104,880
    SCHLUMBERGER LTD 31,596 51,246
    ISHARES MSCI PACIFIC EX JAPAN 183,764 208,763
    ISHARES MSCI EAFE ETF 301,558 365,040
    ISHARES CORE S&P SMALL CAP ETC 228,457 456,240
    SPDR S&P MIDCAP 400 ETF 530,701 923,895
    VANGUARD FTSE EMERGING MKTS ETF 266,121 268,134

    TY 2014 LegalFeesSchedule
    Name:
    DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
    EIN: 38-2908719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MILLER, CANFIELD, PADDOCK & STONE, PLC 62,628 31,314 0 31,314


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
    EIN: 38-2908719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OLD NATIONAL INVESTMENT MGMT FEES 41,709 41,709 0 0


    TY 2014 TaxesSchedule
    Name:
    DUFFY FOUNDATION CO ERIK H SERR MILLER CANFIELD
    EIN: 38-2908719
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIRST CLEARING LLC - FOREIGN TAX W/H 3,676 3,676 0 0
    OLD NATIONAL - FOREIGN TAX W/H 1,937 1,937 0 0
    EXCISE TAX 54,027 0 0 0