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.
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
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$10,238,073J 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 22,246 22,246  
4 Dividends and interest from securities...... 107,684 107,684  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,815
b Gross sales price for all assets on line 6a 2,842,118
7 Capital gain net income (from Part IV, line 2)... 247,835
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 112,037 106,829  
12 Total. Add lines 1 through 11........ 502,782 484,594  
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 1,769 319   1,450
b Accounting fees (attach schedule)....... Click to see attachment 23,450 10,552   11,725
c Other professional fees (attach schedule).... Click to see attachment 10,542 10,542   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,914 225   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 20 0   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,695 21,638   13,195
25 Contributions, gifts, grants paid........ 525,562 525,562
26 Total expenses and disbursements. Add lines 24 and 25 568,257 21,638   538,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,475
b Net investment income (if negative, enter -0-) 462,956
c Adjusted net income (if negative, enter -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...............      
2 Savings and temporary cash investments.......... 178,191 196,510 196,510
3 Accounts receivable bullet1,687
Less: allowance for doubtful accounts bullet   575 1,687 1,687
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)........ 1,541,798 Click to see attachment1,594,468 1,966,622
c Investments—corporate bonds (attach schedule)........ 1,434,717 Click to see attachment1,139,070 1,137,647
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 5,931,607 Click to see attachment6,083,993 6,931,351
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,525 Click to see attachment4,256 Click to see attachment4,256
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,090,413 9,019,984 10,238,073
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 attachment4,954 Click to see attachment0
23 Total liabilities (add lines 17 through 22).......... 4,954 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 10,556,359 10,817,174
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -1,470,900 -1,797,190
30 Total net assets or fund balances (see instructions)...... 9,085,459 9,019,984
31 Total liabilities and net assets/fund balances (see instructions).. 9,090,413 9,019,984
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 9,085,459
2 Enter amount from Part I, line 27a..................... 2 -65,475
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 9,019,984
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 9,019,984
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 FROM K-1: BRUSH STREET H FUND, LLC P    
b FROM K-1: PACIFIC FUND I, LP P    
c COMERICA BANK (ICIA) - PUBLICLY TRADED SECURITIES P    
d COMERICA BANK (RHB BOND) - PUBLICLY TRADED SECURITIES P    
e COMERICA BANK (RHB) - PUBLICLY TRADED SECURITIES 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       80,989
b       -50,909
c 250,052   203,181 46,871
d 437,126   434,966 2,160
e 2,013,655   1,986,216 27,439
141,285     141,285
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       80,989
b       -50,909
c       46,871
d       2,160
e       27,439
      141,285
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 2 247,835
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 336,450 10,572,829 0.031822
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      
2 Total of line 1, column (d) ...................... 2 0.197921
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 0.049480
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 10,540,036
5 Multiply line 4 by line 3....................... 5 521,521
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,630
7 Add lines 5 and 6......................... 7 526,151
8 Enter qualifying distributions from Part XII, line 4.............. 8 538,757
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 4,630
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 4,630
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 4,630
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,357
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,357
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 3,727
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,727 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
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 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 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 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
     
    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 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
    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 (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
    5,060,160
    b
    Average of monthly cash balances.......................
    1b
    317,571
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,322,813
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,700,544
    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
    10,700,544
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    160,508
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,540,036
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    527,002
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    527,002
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,630
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    2,059
    c
    Add lines 2a and 2b............................
    2c
    6,689
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    520,313
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    520,313
    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
    520,313
    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
    538,757
    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
    538,757
    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
    4,630
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    534,127
    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 7 520,313
    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.......  
    b From 2010.......  
    c From 2011....... 69,325
    d From 2012....... 125,492
    e From 2013.......  
    fTotal of lines 3a through e......... 194,817
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 538,757
    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..... 520,313
    e Remaining amount distributed out of corpus 18,444
    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 5 213,261
    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) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		213,261
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 69,325
    c Excess from 2012.... 125,492
    d Excess from 2013....  
    e Excess from 2014.... 18,444
    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).)
    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 (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
    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 PROGRAM SERVICES 1,000
    CATCH
    223 FISHER BLDG 3011 W GRAND BLVD
    DETROIT,MI48202     		N/A PUBLIC CHARITY PROGRAM SERVICE 1,000
    CENTER LINE PUBLIC SCHOOLS EDUCATIONAL FOUNDATION
    26400 ARSENAL
    CENTER LINE,MI48015     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    CENTER LINE PUBLIC SCHOOLS
    26400 ARSENAL
    CENTER LINE,MI48015     		N/A PUBLIC CHARITY BLESSINGS IN A BACKPACK 5,000
    CENTER LINE PUBLIC SCHOOLS
    26400 ARSENAL
    CENTER LINE,MI48015     		N/A PUBLIC CHARITY TRANSPORTATION - GREENFIELD VILLAGE 4,541
    CHRIST CHURCH
    61 GROSSE POINTE BLVD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY ANTIQUES AUCTION 11,645
    COLLEGE FOR CREATIVE STUDIES
    201 E KIRBY
    DETROIT,MI482024034     		N/A PUBLIC CHARITY 33RD DETROIT INTERNATIONAL WINE AUCTION 5,000
    DETROIT HISTORICAL SOCIETY
    5401 WOODWARD AVENUE
    DETROIT,MI48202     		N/A PUBLIC CHARITY SOCIETY BALL 2014 5,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		N/A PUBLIC CHARITY GALA 2014 1,200
    FRIENDS OF THE GROSSE POINTE PARADE
    120 KERCHEVAL AVENUE
    GROSSE PTE FARMS,MI48236     		N/A PUBLIC CHARITY SANTA CLAUS PARADE 1,000
    GROSSE POINTE ANIMAL ADOPTION SOCIETY
    296 CHALFONTE AVE
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY 2014 GIMMEE SHELTER FUNDRAISER 1,000
    GROSSE POINTE HISTORICAL SOCIETY
    381 KERCHEVAL AVE SUITE 2
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY 2014 GET YOUR HEART RACING 3,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY JOSEPHINE FORD CANCER INSTITUTE 3,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI482023450     		N/A PUBLIC CHARITY HENRY FORD MACOMB HOSPITALS SURGICAL SERVICES FUND 10,000
    MCLAREN NORTHERN MICHIGAN FOUNDATION
    360 CONNABLE AVE
    PETOSKEY,MI49770     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    MICHIGAN ASSOCIATION OF PUBLIC SCHOOL ACADEMIES
    105 W ALLEGAN SUITE 300
    LANSING,MI48933     		N/A PUBLIC CHARITY INVESTMENT STRATEGY FOR KEEPING POLITIC OUT OF EDUCATION 10,000
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI480254509     		N/A PUBLIC CHARITY 2014 BOW WOW BRUNCH 5,000
    NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINTE,MI48230     		N/A PUBLIC CHARITY NEIGHBORHOOD CLUB RECREATION & WELLNESS CENTER 300,000
    OCEAN REEF COMMUNITY FOUNDATION
    60 FISHING VILLAGE DRIVE
    KEY LARGO,FL33037     		N/A PUBLIC CHARITY AUCTION 1,000
    PEWABIC SOCIETY INC
    10125 EAST JEFFERSON AVE
    DETROIT,MI48214     		N/A PUBLIC CHARITY PROGRAM SERVICES 1,000
    PLANNED PARENTHOOD
    PO BOX 3673
    ANN ARBOR,MI48106     		N/A PUBLIC CHARITY HOLIDAY MART PATRON PARTY 2,500
    SERVICES FOR OLDER CITIZENS
    159 KERCHEVAL
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY PROGRAM SERVICES 2,000
    SIGMA GAMMA ASSOCIATIONS
    174A KIRBY ROAD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY FIREWORKS PICNIC 1,300
    SIGMA GAMMA ASSOCIATIONS
    174A KIRBY ROAD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY MISTLETOE MAGIC 1,000
    ST JOHN PROVIDENCE HEALTH SYSTEM
    22101 MOROSS ROAD MOB SUITE 102
    DETROIT,MI48236     		N/A PUBLIC CHARITY HOSPICE WALK WITH ME 15,000
    ST JOHN PROVIDENCE HEALTH SYSTEMS FOUNDATION
    2201 MOROSS RD MOB SUITE 102
    DETROIT,MI48236     		N/A PUBLIC CHARITY HOLLEY INSTITUTE 25,000
    THE DETROIT INSTITUTE FOR CHILDREN
    5447 WOODWARD AVENUE
    DETROIT,MI48202     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    THE DETROIT INSTITUTE FOR CHILDREN
    5447 WOODWARD AVENUE
    DETROIT,MI48202     		N/A PUBLIC CHARITY SUMMER CAMP 1,500
    THE DETROIT ZOOLOGICAL SOCIETY
    8450 W 10 MILE ROAD
    ROYAL OAK,MI48067     		N/A PUBLIC CHARITY PROGRAM SERVICES 3,000
    THE FAMILY CENTER
    20090 MORNINGSIDE DRIVE
    GROSSE POINTE WOODS,MI48236     		N/A PUBLIC CHARITY HOLLYFEST 1,000
    THE GREENING OF DETROIT
    1418 MICHIGAN AVENUE
    DETROIT,MI48216     		N/A PUBLIC CHARITY 2014 GROWTH FUND 1,500
    THE GROSSE POINTE ACADEMY
    171 LAKE SHORE ROAD
    GROSSE POINTE FARMS,MI48236     		N/A PUBLIC CHARITY ACTION AUCTION 9,147
    THE GROSSE POINTE SHORES IMPROVEMENT FOUNDATION
    795 LAKE SHORE DRIVE
    GROSSE POINTE SHORES,MI48236     		N/A PUBLIC CHARITY OSIUS PARK SPLASH PAD 5,000
    THE HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI48202     		N/A PUBLIC CHARITY MOTHERS, DAUGHTERS, SISTERS & FRIENDS ANNUAL LUNCHEON 2,500
    THE HENRY FORD
    20090 MORNINGSIDE DRIVE
    DEARBORN,MI48124     		N/A PUBLIC CHARITY SEND-A-KID TO CAMP 1,000
    THE HENRY FORD
    20900 OAKWOOD BOULEVARD
    DEARBORN,MI48124     		N/A PUBLIC CHARITY CENTERLINE SCHOOL DISTRICT FIELD TRIP 2,952
    THE MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522     		N/A PUBLIC CHARITY PROGRAM SERVICES 25,000
    THE TURNING POINT EDUCATION FUND
    6861 E NEVADA
    DETROIT,MI48234     		N/A PUBLIC CHARITY TURNING POINT INVITATIONAL 1,000
    UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE
    7600 18 MILE ROAD
    STERLING HEIGHTS,MI48314     		N/A PUBLIC CHARITY PROGRAM SERVICES 10,000
    VILLAGE OF GROSSE POINTE SHORES DEPARTMENT OF PUBLIC SAFETY
    795 LAKE SHORE ROAD
    GROSSE POINTE SHORES,MI48236     		N/A PUBLIC CHARITY BALLISTIC VESTS 7,777
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    MS 40
    WOODS HOLE,MA02543     		N/A PUBLIC CHARITY PROGRAM SERVICES 5,000
    Total .................................bullet 3a 525,562
    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 22,246  
    4 Dividends and interest from securities....     14 107,684  
    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.....     14 112,037  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 260,815  
    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).. 0 502,782 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13502,782
    (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:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 23,450 10,552   11,725

    TY 2014 GeneralExplanationAttachment
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Identifier Return Reference Explanation
    SERVICES ACCEPTED FROM 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 2014, THE LYNN & PAUL ALANDT FOUNDATION PAID $23,450 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 2014, THE LYNN & PAUL ALANDT FOUNDATION PAID $1,769 TO SAID ATTORNEYS FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 UNITS PROCTER & GAMBLE CO 4.95% 08/15/2014 0 0
    50,000 UNITS CATERPILLAR FINL SVCS CORP 4.625% 06/01/2015 50,544 50,856
    100,000 UNITS WAL-MART STORES INC NT 2.25% 07/08/2015 100,287 100,949
    50,000 UNITS COLGATE PALMOLIVE CO MEDIUM 3.15% 08/05/2015 50,588 50,807
    50,000 UNITS MCDONALDS CORP 5.3% 03/15/2017 52,860 54,245
    100,000 UNITS FORD MOTOR CREDIT CO LLC 2.75% 05/15/2015 100,253 100,669
    150,000 UNITS FORD MOTOR CREDIT COMPANY LLC 8% DUE 6/1/14 0 0
    125,000 UNITS FORD MOTOR CREDIT CO 7% DUE 4/15/2015 128,329 127,151
    100,000 UNITS VERIZON COMMUNICATIONS INC 5.5% DUE 4/1/2017 0 0
    50,000 UNITS FORD MOTOR CREDIT CO LLC BOND 1.7% DUE 5/9/2016 50,114 50,177
    100,000 UNITS AMGEN INC SR NT 2.3% DUE 6/15/16 101,760 101,579
    25,000 UNITS CATERPILLAR FINANCIAL SERVICES CORP 2.05% DUE 8/1/2016 25,533 25,480
    100,000 UNITS LOCKHEED MARTIN CORP NOTE 2.125% DUE 9/15/2016 102,116 101,827
    100,000 UNITS TEXTRON INC NT 4.625% DUE 9/21/2016 106,330 105,801
    100,000 UNITS BAXTER INTL INC NOTE 1.85% DUE 1/15/2017 101,936 101,139
    50,000 UNITS AMGEN INC SR NOTE 5.85% DUE 6-1-17 55,490 55,075
    100,000 UNITS BERKSHIRE HATHAWAY 5.4% DUE 5-15-18 112,930 111,892

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 SHS AMERICAN EXPRESS CR 9,972 18,608
    1,000 SHS AMERICAN WATER WORKS INC 35,560 53,300
    800 SHS APPLE COMPUTER INC 45,394 88,304
    150 SHS BOEING CO 9,433 19,497
    250 SHS BRISTOL MYERS SQUIBB CO 6,217 14,757
    500 SHS CATERPILLAR INC 40,654 45,765
    550 SHS CHURCH & DWIGHT CO INC 28,645 43,345
    400 SHS COSTCO WHOLESALE CORP 40,292 56,700
    400 SHS DISNEY WALT CO 17,029 37,676
    550 SHS EXXON MOBIL CORPORATION 48,624 50,847
    50 SHS FREEPORT-MCMORAN COPPER-B 0 0
    1,700 SHS GENERAL ELEC CO 0 0
    40 SHS GOOGLE INC-CL A 14,352 21,226
    400 SHS HOME DEPOT 25,114 41,988
    200 SHS IBM CORP 35,279 32,088
    400 SHS MONSANTO CO 32,758 47,788
    350 SHS NATIONAL OILWELL VARCO 0 0
    250 SHS PERRIGO CO 0 0
    400 SHS UNION PACIFIC CORP 18,863 47,652
    200 SHS VISA INC - CLASS A SHARES 24,246 52,440
    800 SHS WELLS FARGO & CO 24,695 43,856
    300 SHS DIAGEO PLC SPNSRD ADR NEW 0 0
    900 SHS ABBOTT LABS COM 0 0
    60 SHS AMAZON COM INC 20,744 18,621
    150 SHS AMERCO 36,395 42,639
    200 SHS APACHE CORP 0 0
    250 SHS BERKSHIRE HATHAWAY INC CL B 37,740 37,537
    1,000 SHS BOSTON SCIENTIFIC CORP 0 0
    250 SHS CBS CORP - CLASS B 0 0
    200 SHS CHUBB CORP 0 0
    500 SHS CONAGRA INC 0 0
    500 SHS CVS CORPORATION (DEL) 0 0
    150 SHS DELTA AIR LINES INC 4,136 7,378
    750 SHS DOW CHEMICAL CO 37,302 34,207
    100 SHS DRIL-QUIP INC 0 0
    600 SHS EBAY INC 0 0
    400 SHS ECOLAB INC 29,502 41,808
    100 SHS EDWARDS LIFESCIENCES CORP 0 0
    250 SHS FACEBOOK 10,309 19,505
    200 SHS GILEAD SCIENCES INC 14,789 18,852
    700 SHS HESS CORP 0 0
    150 SHS INGERSOLL-RAND PLC 9,329 9,508
    1,050 SHS JARDEN CORP 35,464 50,274
    350 SHS LOCKHEED MARTIN CORP 43,883 67,399
    1,500 SHS MICRON TECHNOLOGY INC 0 0
    1,000 SHS MICROSOFT CORP 0 0
    800 SHS MOSAIC COMPANY 0 0
    75 SHS NETFLIX INC 0 0
    150 SHS NIKE INC CL B 0 0
    450 SHS OCCIDENTAL PETROLEUM CORP 39,490 36,274
    150 SHS PALL CORP 0 0
    700 SHS PFIZER INC 0 0
    100 SHS POST HOLDINGS INC 0 0
    500 SHS PRUDENTIAL FINANCIAL INC 35,775 45,230
    150 SHS SHERWIN-WILLIAMS CO 36,271 39,456
    250 SHS STARBUCKS CORP 20,569 20,512
    150 SHS STARWOOD HOTELS & RESORTS 0 0
    150 SHS TOLL BROTHERS INC 0 0
    1,200 SHS TONIX PHARMACEUTICALS HOLDING CORP 0 0
    200 SHS TWITTER INC 0 0
    100 SHS WYNN RESORTS LTD 0 0
    800 SHS VODAFONE GROP PLC SP ADR (OLD) 0 0
    250 SHS 3M COMPANY 40,928 41,080
    250 SHS ALIBABA GROUP HOLDING LIMITED 23,650 25,985
    300 SHS AUTOMATIC DATA PROCESSING 25,459 25,011
    100 SHS CANADIAN PACIFIC RAILWAY 20,557 19,269
    50 SHS CONOCOPHILLIPS 3,364 3,453
    25 SHS CUMMINS INC 3,659 3,604
    500 SHS GASLOG PARTNERSHIP LP 13,877 12,620
    300 SHS GENERAC HOLDINGS INC 14,015 14,028
    1,000 SHS GOODYEAR TIRE & RUBBER CO 26,580 28,570
    70 SHS GOOGLE INC-CL C 31,741 36,848
    100 SHS ILLINOIS TOOL WORKS 9,652 9,470
    350 SHS JOHNSON & JOHNSON 36,521 36,599
    500 SHS MEDTRONIC INC 30,027 36,100
    250 SHS MONDELEZ INTERNATIONAL INC 9,568 9,081
    400 SHS MOTOROLA SOLUTIONS INC 26,314 26,832
    350 SHS NEXTERA ENERGY INC 36,580 37,201
    250 SHS PALO ALTO NETWORKS INC 21,661 30,642
    100 SHS PERKINELMER INC 4,399 4,373
    100 SHS RAYTHEON COMPANY 11,069 10,817
    400 SHS SUNCOR ENERGY INC 15,266 12,712
    325 SHS THERMO FISHER SCIENTIFIC INC 38,878 40,719
    300 SHS UNITED PARCEL SERVICE CL B 29,376 33,351
    1,250 SHS WHITEWAVE FOODS COMPANY 38,025 43,737
    400 SHS XYLEM INC 15,196 15,228
    200 SHS ACTAVIS PLC NEW 44,953 51,482
    300 SHS ANHEUSER-BUSCH INBEV SPN ADR 33,483 33,696
    400 SHS ARM HOLDINGS PLC 18,768 18,520
    400 SHS ASTRAZENECA PLC 29,412 28,152
    1,000 SHS GASLOG LTD 18,268 20,350
    400 SHS NIELSEN NV 17,811 17,891
    400 SHS SCHLUMBERGER LTD 36,586 34,164

    TY 2014 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 1,901,496 2,027,801
    PACIFIC FUND I, LP - 1.8587% INTEREST AT COST 2,600,419 3,173,292
    66,948.045 UNITS CRM SMALL/MID CAP VALUE FUND AT COST 824,108 996,187
    5.205 UNITS PIMCO EMERGING MARKETS CURRENCY FUND AT COST 0 0
    65,659.345 UNITS PIMCO UNCONSTRAINED BOND FUND INSTL AT COST 757,970 734,071
    100 SHS PROSHARES ULTRASHORT LEHMAN 20+ AT COST 0 0

    TY 2014 LegalFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,769 319   1,450


    TY 2014 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 2,019 2,727 2,727
    PURCHASED INTEREST 1,506 0 0
    UNRELATED BUSINESS TAX RECEIVABLE 0 1,529 1,529


    TY 2014 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


    TY 2014 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 44,192 38,984 44,192
    FROM K-1: PACIFIC FUND I, LP 67,845 67,845 67,845


    TY 2014 OtherLiabilitiesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX ACCRUAL 4,043 0
    UBIT TAX ACCRUAL 911 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE - ICIA 805 805   0
    INVESTMENT EXPENSE - RHB 6,082 6,082   0
    INVESTMENT EXPENSE - RHB BOND 3,655 3,655   0


    TY 2014 TaxesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN: 27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - RHB 225 225   0
    FEDERAL EXCISE TAX 4,630 0   0
    UNRELATED BUSINESS INCOME TAX 2,059 0   0