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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 02-01-2018 , and ending 01-31-2019
Name of foundation
LOPRETE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)41000 WOODWARD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48304
A Employer identification number

20-3641412
B Telephone number (see instructions)

(248) 594-5770
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,039,741J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 159,710 159,710  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 151,551
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 905    
12 Total. Add lines 1 through 11........ 160,615 311,261  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 8,682      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,838 12,838    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,055      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,935      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,510 12,838   0
25 Contributions, gifts, grants paid....... 480,000 480,000
26 Total expenses and disbursements. Add lines 24 and 25 522,510 12,838   480,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -361,895
b Net investment income (if negative, enter -0-) 298,423
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 7,217 7,454 7,454
2 Savings and temporary cash investments......... 64,404 67,196 67,196
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,044,931 3,921,559 7,965,091
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans............. 90,000 0 0
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,206,552 3,996,209 8,039,741
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 4,206,552 3,996,209
30 Total net assets or fund balances (see instructions)..... 4,206,552 3,996,209
31 Total liabilities and net assets/fund balances (see instructions). 4,206,552 3,996,209
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
4,206,552
2
Enter amount from Part I, line 27a .....................
2
-361,895
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
151,552
4
Add lines 1, 2, and 3 ..........................
4
3,996,209
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,996,209
Form 990-PF (2018)
Form 990-PF (2018)
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 302.755 SHS VANGUARD EMERGING MARKETS P 2016-01-01 2018-11-28
b 260.315 SHS VANGUARD GROWTH INDEX P 2016-01-01 2018-02-27
c 324.633 SHS VANGUARD GROWTH INDEX P 2016-01-01 2018-03-15
d 132.679 SHS VANGUARD GROWTH INDEX P 2016-01-01 2018-11-28
e 343.171 SHS VANGURD SMALL CAP GROWTH P 2016-01-01 2018-02-27
418.831 SHS VANGUARD SMALL CAP GROWTH P 2016-01-01 2018-03-15
169.205 SHS VANGUARD SMALL CAP GROWTH P 2016-01-01 2018-11-28
351.185 SHS VANGUARD SMALL CAP VALUE P 2016-01-01 2018-02-27
437.369 SHS VANGUARD SMALL CAP VALUE P 2016-01-01 2018-03-15
180.018 SHS VANGUARD SMALL CAP VALUE P 2016-01-01 2018-11-28
470.699 SHS VANGUARD VALUE INDEX P 2016-01-01 2018-02-27
1198.466 SHS VANGUARD VALUE INDEX P 2016-01-01 2018-03-15
637.146 SHS VANGUARD TOTAL INTL P 2016-01-01 2018-02-27
237.248 SHS VANGUARD VALUE INDEX P 2016-01-01 2018-02-27
(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 10,000 0 11,426 -1,426
b 20,000 0 7,224 12,776
c 25,000 0 9,009 15,991
d 10,000 0 3,682 6,318
e 20,000 0 6,424 13,576
25,000 0 7,841 17,159
10,000 0 3,168 6,832
20,000 0 8,762 11,238
25,000 0 10,912 14,088
10,000 0 4,491 5,509
20,000 0 9,240 10,760
50,000 0 23,526 26,474
20,000 0 13,087 6,913
10,000 0 4,657 5,343
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -1,426
b 0 0 0 12,776
c 0 0 0 15,991
d 0 0 0 6,318
e 0 0 0 13,576
0 0 0 17,159
0 0 0 6,832
0 0 0 11,238
0 0 0 14,088
0 0 0 5,509
0 0 0 10,760
0 0 0 26,474
0 0 0 6,913
0 0 0 5,343
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 2 151,551
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))
2017 444,102 8,207,353 0.054110
2016 456,480 7,300,406 0.062528
2015 421,336 7,563,082 0.055710
2014 424,086 7,789,459 0.054444
2013 302,243 5,638,093 0.053607
2
Total of line 1, column (d) .....................
2
0.280399
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.056080
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,405,438
5
Multiply line 4 by line 3......................
5
471,377
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,984
7
Add lines 5 and 6........................
7
474,361
8
Enter qualifying distributions from Part XII, line 4,.............
8
480,000
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,984
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 2,984
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 2,984
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,388
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.............. Part VI Line 7 - Original Return Overpayment: -7388 7 7,388
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,404
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet746 RefundedBullet 11 3,658
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES H LOPRETE Telephone no.bullet (248) 594-5770

    Located atbullet41000 WOODWARD AVENUE SUITE 310BLOOMFIELD HILLSMI ZIP+4bullet48304
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    JAMES H LOPRETE PRESIDENT/TREASURER
    3.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310
    BLOOMFIELD HILLS,MI48304
    JAMES S LOPRETE VICE PRESIDENT
    1.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310
    BLOOMFIELD HILLS,MI48304
    ROBERT D LOPRETE VICE PRESIDENT
    1.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310
    BLOOMFIELD HILLS,MI48304
    MARY M LYNEIS SECRETARY
    0.00     		0 0 0
    41000 WOODWARD AVENUE SUITE 310 EAS
    BLOOMFIELD HILLS,MI48304
    LAUREN LOPRETE ASSOCIATE TRUSTEE
    0.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310 EAS
    BLOOMFIELD HILLS,MI48304
    JAMES E LOPRETE ASSOCIATE TRUSTEE
    0.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310 EAS
    BLOOMFIELD HILLS,MI48304
    DAVID P GERMAINE ASSOCIATE TRUSTEE
    0.00     		500 0 0
    41000 WOODWARD AVENUE SUITE 310 EAS
    BLOOMFIELD HILLS,MI48304
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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  
    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.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,166,228
    b
    Average of monthly cash balances.......................
    1b
    367,212
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,533,440
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,533,440
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    128,002
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,405,438
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    420,272
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    420,272
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,984
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,984
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    417,288
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    417,288
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    417,288
    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
    480,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    480,000
    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
    2,984
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    477,016
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 417,288
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 22,422
    b From 2014...... 39,227
    c From 2015...... 46,341
    d From 2016...... 95,330
    e From 2017...... 41,120
    fTotal of lines 3a through e........ 244,440
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 480,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 417,288
    e Remaining amount distributed out of corpus 62,712
    5 Excess distributions carryover applied to 2018.    
    (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 5 307,152
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		22,422
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		284,730
    10 Analysis of line 9:
    a Excess from 2014.... 39,227
    b Excess from 2015.... 46,341
    c Excess from 2016.... 95,330
    d Excess from 2017.... 41,120
    e Excess from 2018.... 62,712
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2018)
    Form 990-PF (2018)
    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
    ALZHEIMER'S ASSN
    20300 CIVIC CENTER DRIVE SUITE 100
    SOUTHFIELD,MI48073     		  501(c)(3) MEDICALRESEARCH 8,000
    A RED ORCHID THEATRE
    1531 N WELL STREET
    CHICAGO,IL60610     		  501(c)(3) ART 2,000
    BOTTOMLESS TOY CHEST
    P O BOX 623
    BLOOMFIELD HILLS,MI48303     		  501(c)(3) GENERAL CHARITABLE 1,000
    AMERICAN FRIENDS OF CANADIAN LAND TRUST
    702 KENTUCKY STREET
    BELLINGHAM,WA98225     		  501(c)(3) GENERAL CHARITABLE 500
    BOYS HOPEGIRLS HOPE
    PO BOX 21085
    DETROIT,MI48221     		  501(c)(3) YOUTH ASSISTANCE 2,000
    BURNSTEIN COMMUNITY HEALTH CLINIC
    90 UNIVERSITY DRIVE
    PONTIAC,MI48342     		  501(c)(3) MEDICAL 5,000
    CHICAGO A CAPPELLA
    2936 NORTH SOUTHPORT AVENUE
    CHICAGO,IL60657     		  501(c)(3) ART 1,000
    CHICAGO HORTICULTURAL SOCIETY
    1000 LAKE COOK ROAD
    GLENCOE,IL60022     		  501(c)(3) CONSERVATION 5,000
    CHIKAMING OPEN LANDS
    14913 LAKESIDE ROAD
    LAKESIDE,MI49116     		  501(c)(3) CONSERVATION 8,500
    CLAREMONT MCKENNA COLLEGE
    500 E 9TH STREET
    CLAREMONT,CA91711     		  501(c)(3) EDUCATION 3,000
    ACADEMY OF GENERAL DENTISTRY FOUND
    560 W LAKE ST 6TH FLOOR
    CHICAGO,IL60661     		  501(c)(3) MEDICAL 1,000
    CISV GREATER DETROIT
    P O BOX 20254
    FERNDALE,MI48220     		  501(c)(3) GENERAL CHARITABLE 4,000
    AMERICAN HEART ASSN MIDWEST
    3816 PAYSPHERE CIRCLE
    CHICAGO,IL60674     		  501(c)(3) MEDICAL 3,000
    DETROIT PAL
    111 WEST WILLIS
    DETROIT,MI48201     		  501(c)(3) GENERAL CHARITABLE 2,000
    DIA RESTORATION ENDOWMENT
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		  501(c)(3) ART 5,500
    DSO ORCHESTRA HALL
    3711 WOODWARD AVENUE
    DETROIT,MI48202     		  501(c)(3) ART 4,000
    BRAZILLIAN COMMUNITY OF MI
    5746 BURNS AVENUE
    DETROIT,MI48212     		  501(c)(3) GENERAL CHARITABLE 2,000
    JUDSON CENTER
    4410 W 13 MILE ROAD
    ROYAL OAK,MI48073     		  501(c)(3) GENERAL CHARITABLE 1,000
    BONNY DOON FIRE SAVE COUNCIL
    150 MGIVERN WAY
    BONNY DOON,CA95060     		  501(c)(3) GENERAL CHARITABLE 500
    FRIENDS OF THE CLINTON RIVER TRAIL
    P O BOX 80431
    ROCHESTER,MI48308     		  501(c)(3) ENVIRONMENTAL 500
    GARFIELD PARK CONSERVATORY ALLIANCE
    300 N CENTRAL PARK AVENUE
    CHICAGO,IL60624     		  501(c)(3) CONSERVATION 5,000
    BLISSFEST MUSIC ORGANIZATION
    522 LIBERTY STREET
    PETOSKEY,MI49770     		  501(c)(3) ART 1,550
    HENRY FORD HEALTH SYSTEMS
    ONE FORD PLACE SUITE 5A
    DETROIT,MI48202     		  501(c)(3) MEDICAL 5,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20077     		  501(c)(3) EDUCATION 15,000
    HUNDRED CLUB OF DETROIT FOUNDATION
    1717 S DORT HIGHWAY
    FLINT,MI48503     		  501(c)(3) AID 3,000
    INSTITUTE FOR HUMANE STUDIES
    3301 N FAIRFAX
    ARLINGTON,VA22201     		  501(c)(3) EDUCATION 10,000
    LIFE LAB
    1156 HIGH STREET
    SANTA CRUZ,CA95064     		  501(c)(3) GENERAL CHARITABLE 3,000
    JUDICIAL WATCH
    P O BOX 97249
    WASHINGTON,DC20077     		  501(c)(3) EDUCATION 15,000
    LAW ENFORCEMENT LEGAL DEFENSE FUND
    400 WEST SERVICE ROAD
    WASHINGTON,DC20041     		  501(c)(3) LEGAL DEFENSE 4,000
    THE CRANE CENTRE
    PO OX 674
    KEEGO HARBOR,MI48320     		  501(c)(3) GENERAL CHARITABLE 2,000
    LEADERSHIP INSTITUTE
    1101 NORTH HIGHLAND STREET
    ARLINGTON,VA22201     		  501(c)(3) EDUCATION 4,000
    BENJAMIN RUSH INSTITUTE
    P O BOX 33113
    HALF MOON BAY,CA94019     		  501(c)(3) GENERAL CHARITABLE 500
    TRINITY COMMUNITY CARE
    47511 VAN DYKE
    UTICA,MI48317     		  501(c)(3) GENERAL CHARITABLE 2,000
    MERCATUS CENTER-GEORGE MASON UNIV
    3301 N FAIRFAX DRIVE
    ARLINGTON,VA22201     		  501(c)(3) EDUCATION 2,500
    LOURDES SENIOR COMMUNITY
    2300 WATKINS LAKE ROAD
    WATERFORD,MI48328     		  501(c)(3) GENERAL CHARITABLE 5,000
    UC SANTA CRUZ FOUNDATION
    DEPT 44787 PO BOX 44000
    SAN FRANCISCO,CA94144     		  501(c)(3) GENERAL CHARITABLE 2,500
    MICHIGAN NATURE ASSN
    326 E GRAND BLVD
    WILLIAMSTON,MI48895     		  501(c)(3) ENVIRONMENTAL 5,000
    THE CENTER FOR ACCESSIBLE TECHNOLOGY
    3075 ADLINE SUITE 220
    BERKELEY,CA94703     		  501(c)(3) GENERAL CHARITABLE 750
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226     		  501(c)(3) ART 5,000
    MOUNTAIN STATE LEGAL FOUND
    P O BOX 8748
    PUEBLO,CO81008     		  501(c)(3) LEGAL DEFENSE 4,000
    FLINT RIVER WATERSHED COALITION
    1300 BLUFF STREET
    FLINT,MI48504     		  501(c)(3) GENERAL CHARITABLE 1,000
    NATIONAL RIGHT TO WORK
    8001 BRADDOCK ROAD
    SPRINGFIELD,VA22160     		  501(c)(3) LEGAL DEFENSE 4,000
    ROSE HILL CENTER
    5130 ROSE HILL BLVD
    HOLLY,MI48442     		  501(c)(3) HEALTH CARE 2,000
    ORCHARD LAKE COMMUNITY CHURCH
    5171 COMMERCE ROAD
    ORCHARD LAKE,MI48324     		  501(c)(3) RELIGIOUS 15,669
    OXBOW SCHOOL OF ART
    37 S WABASH SUITE 816
    CHICAGO,IL60603     		  501(c)(3) EDUCATION 1,500
    PACIFIC LEGAL FOUND
    3900 LENNANE DR SUITE 200
    SACRAMENTO,CA95834     		  501(c)(3) LEGAL DEFENSE 4,000
    PAWS CHICAGO
    1110 W 35TH STREET
    CHICAGO,IL60609     		  501(c)(3) AID 3,000
    SCHOOL OF ART INST OF CHICAGO
    36 SO WABASH
    CHICAGO,IL60603     		  501(c)(3) EDUCATION 2,500
    SEVEN PONDS NATURE CENTER
    3854 CRAWFORD
    DRYDEN,MI48428     		  501(c)(3) ENVIRONMENTAL 1,000
    SIT STAY READ
    3425 NO MILWAUKEE AVE
    CHICAGO,IL60641     		  501(c)(3) EDUCATION 500
    STEPPENWOLF THEATRE
    758 WEST NORTH AVENUE
    CHICAGO,IL60610     		  501(c)(3) ART 21,540
    FERNWOOD BOTANICAL GARDENNATURE PRESERVE
    13988 RANGE LINE ROAD
    NILES,MI49120     		  501(c)(3) GENERAL CHARITABLE 2,000
    TREASURE COAST HOSPICE
    10360 S FEDERAL HIGHWAY
    PORT ST LUCIE,FL34952     		  501(c)(3) MEDICAL 4,000
    TRI-COUNTY DENTAL HEALTH COUNCIL
    29350 SOUTHFIELD RD SUITE 35
    SOUTHFIELD,MI48076     		  501(c)(3) MEDICAL 5,000
    TRUST FOR PUBLIC LAND
    120 S LASALLE SUITE 2000
    CHICAGO,IL60603     		  501(c)(3) ENVIRONMENTAL 2,000
    CONSERSVATIVES FOR RESPONSIBLE STEWARDSHIP
    11705 SUMACS STREET
    OAKTON,VA22124     		  501(c)(3) ENVIRONMENTAL 500
    WAYNE STATE INST OF GERONTOLOGY
    87 E FERRY 226 KNAPP BLDG
    DETROIT,MI48302     		  501(c)(3) MEDICAL 5,000
    WBEZ ALLIANCE
    848 E GRAND BLVD
    CHICAGO,IL60611     		  501(c)(3) AID 5,000
    WESTMINISTER CHURCH OF DETROIT
    17567 HUBBLL AVENUE
    DETROIT,MI48235     		  501(c)(30) RELIGIOUS 18,900
    YOUNG AMERICA'S FOUND
    110 ELDEN STREET
    HERNDON,VA20170     		  501(c)(3) EDUCATION 4,000
    FIRST PRESBYTERIAN CHURCH OF BIRMINGHAM
    1669 WEST MAPLE ROAD
    BIRMINGHAM,MI48009     		  501(c)(3) RELIGIOUS 3,000
    FIRST UNITED METHODIST CHURCH OF BIRMINGHAM
    1589 W MAPLE
    BIRMINGHAM,MI48009     		  501(c)(3) RELIGIOUS 3,000
    CHERRY HILL PRESBYTERIAN CHRUCH
    24110 CHERRY HILL ROAD
    DEARBORN,MI48124     		  501(c)(3) RELIGIOUS 10,000
    FREEDOM HOUSE DETROIT
    2630 W LAFAYETTE BLVD
    DETROIT,MI48216     		  501(c)(3) AID 1,000
    FERRIS STATE UNIVERSITY
    420 OAK STREET PRK104A
    BIG RAPIDS,MI49307     		  501(c)(3) EDUCATION 2,500
    DEPAUW UNIVERSITY
    EXECUTIVE DIRECTOR OF DEVELOPMENT
    GREENCASTLE,IN46135     		  501(c)(3) EDUCATION 2,000
    GLACIER NATIONAL PARK CONSERVANCY
    402 9TH STREET WET
    COLUMBIA FALLS,MT59912     		  501(c)(3) CONSERVATION 3,960
    FRIENDS OF DETROIT PUBLIC LIBRARY
    5201 WOODWARD AVENUE
    DETROIT,MI48202     		  501(c)(3) EDUCATION 2,000
    HILLSDALE COLLEGE
    HILLSDALE ROAD
    HILLSDALE,MI49242     		  501(c)(3) EDUCATION 2,500
    INDIANA UNIV SCHOOL OF DENISTRY
    1121 W MICHIGAN STREET
    INDIANAPOLIS,IN46202     		  501(c)(3) EDUCATION 5,000
    LINCOLN PARK ZOO
    2200 N CANNON DRIVE
    CHICAGO,IL60614     		  501(c)(3) ANIMAL PRESERVATION 3,000
    LYRIC OPERA OF CHICAGO
    20 N WACKER DRIVE SUITE 860
    CHICAGO,IL60606     		  501(c)(3) ART 15,000
    FRIENDS OF THE SLEEPING BEAR DUNES
    P O BOX 545
    EMPIRE,MI49300     		  501(c)(3) GENERAL CHARITABLE 1,000
    MARTIN MEMORIAL HOSPITAL FOUND
    P O BOX 9010
    STUART,FL34995     		  501(c)(3) MEDICAL 7,500
    GREAT LAKES FIELD COUNCIL BOYS SCOUTS OF AM
    1776 W WARREN
    DETROIT,MI48208     		  501(c)(3) YOUTH ASSISTANCE 2,000
    NATIONAL LEGAL AND POLICY CENTER
    P O BOX 6821
    FALLS CHURCH,VA22040     		  501(c)(3) LEGAL DEFENSE 2,000
    NORTHMINISTER PRESBYTERIAN CHURCH
    3633 W BIG BEAVER
    TROY,MI48084     		  501(c)(3) RELIGIOUS 6,000
    MUSEUM OF SCIENCE & INDUSTRY
    5700 S LAKE SHORE DRIVE
    CHICAGO,IL60637     		  501(c)(3) EDUCATION 500
    ORDER OF MALTA DENTAL CLINIC
    1915 LENNON
    GROSSE POINTE WOODS,MI48236     		  501(c)(3) MEDICAL 2,000
    STRATFORD SHAKSPEAREAN FESTIVAL OF AMERICA
    660 WOODWARD AVENUE
    DETROIT,MI48226     		  501(c)(3) CULTURAL 500
    MACKINAC CENTER FOR PUBLIC POLICY
    140 W MAIN STREET/PO BOX 568
    MIDLAND,MI48640     		  501(c)(3) EDUCATION 5,000
    SALVATION ARMY
    16130 NORTHLAND DRIVE
    SOUTHFIELD,MI48075     		  501(c)(3) AID 5,000
    SHEDD AQUARIUM
    1200 S LAKESHORE DRIVE
    CHICAGO,IL60605     		  501(c)(3) EDUCATION 12,000
    ST JOSEPH MERCY HOSPITAL OAKLAND
    44405 WOODWARD AVENUE
    PONTIAC,MI48341     		  501(c)(3) MEDICAL 25,000
    ST STEPHENS INDIAN MISSION
    P O BOX 278
    ST STEPHENS,WY82524     		  501(c)(3) AID 500
    SIX RIVERS REGIONAL LAND CONSERVANCY
    P O BOX 80902
    ROCHESTER,MI48308     		  501(c)(3) CONSERVATION 10,000
    MICHIGAN CHAPLAIN MINISTRIES
    2392 RICHWOOD
    AURBURN HILLS,MI48326     		  501(c)(3) RELIGIOUS 3,000
    U OF M CLUB OF DETROIT SCHOLARLSHIP FUND
    3827 QUAIL RUN
    ANN ARBOR,MI48105     		  501(c)(3) EDUCATION 5,000
    YOUTH ENTITY
    P O BOX 1989
    CARBONDALE,CO81623     		  501(c)(3) AID 500
    CRANBROOK ART
    39221 WOODWARD AVENUE
    BLOOMFIELD HILLS,MI48304     		  501(c)(3) ART 500
    THE FIELD MUSEUM
    1400 S LAKESHORE DRIVE
    CHICAGO,IL60605     		  501(c)(3) ART 1,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    170 S INDEPENDENCE MALL W
    PHILADELPHIA,PA19106     		  501(c)(3) GENERAL CHARITABLE 1,000
    PLANT BASED NUTRITION SUPPORT GROUP
    5536 BROMPTON COURT
    WEST BLOOMFIELD,MI48322     		  501(c)(3) GENERAL CHARITABLE 200
    HOMELESS GARDEN PROJECT
    P O BOX 617
    SANTA CRUZ,CA95061     		  501(c)(3) AID 500
    CAMP WESTMINISTER
    17567 HUBBELL AVENUE
    DETROIT,MI48235     		  501(c)(3) YOUTH ASSISTANCE 4,400
    CHICAGO SHAKESPEARE THEATRE
    800 E GRAND AVE NAVY PIER
    CHICAGO,IL60611     		  501(c)(3) ART 5,000
    FRIENDS OF THE CHICAGO RIVER
    411 S WELLS ST 800
    CHICAGO,IL60607     		  501(c)(3) ENVIRONMENTAL 3,000
    FRIENDS OF THE LYRIC
    59 SW FLAGLER AVENUE
    STUART,FL34994     		  501(c)(3) ART 2,000
    HEADWATERS TRAILS INC
    PO BOX 33
    HOLLY,MI48442     		  501(c)(3) ENVIRONMENTAL 1,000
    HEARTLAND ALLIANCE
    208 S LASALLE ST 1300
    CHICAGO,IL60604     		  501(c)(3) GENERAL CHARITABLE 3,000
    JENSEN BEACH COMMUNITY CHURCH
    3900 NORTHEAST SKYLINE DRIVE
    JENSEN BEACH,FL34957     		  501(c)(3) RELIGIOUS 4,000
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA22172     		  501(c)(3) GENERAL CHARITABLE 500
    WRCJ
    1 CLOVER COURT
    WIXOM,MI48939     		  501(c)(3) GENERAL CHARITABLE 1,000
    HEALTHY SCHOOLS CAMPAIGN
    175 N FRANKLIN STE 300
    CHICAGO,IL60606     		  501(c)(3) GENERAL CHARITABLE 500
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVENW SUITE 200
    WASHINGTON,DC20005     		  501(c)(3) ENVIRONMENTAL 5,000
    JOFFREY BALLET
    10 E RANDOLPH STREET
    CHICAGO,IL60601     		  501(c)(3) ART 3,000
    LEADER DOG FOR THE BLIND
    1039 ROCHESTER ROAD
    ROCHESTER,MI48307     		  501(c)(3) GENERAL CHARITABLE 3,000
    LEGAL COUNCIL FOR HEALTH JUSTICE
    180 N MICHIGAN AVENUE STE 2110
    CHICAGO,IL60601     		  501(c)(3) GENERAL CHARITABLE 5,000
    MICHIANA HUMANE SOCIETY
    722 INDIANA HIGHWAY 212
    MICHIGAN CITY,IN46360     		  501(c)(3) GENERAL CHARITABLE 1,000
    MICHIGAN DENTAL FOUNDATION
    3657 OKESMOS RD STE 200
    OKEMOS,MI48864     		  501(c)(3) GENERAL CHARITABLE 1,000
    MUTTVILLE
    P O BOX 410207
    SAN FRANCISCO,CA94141     		  501(c)(3) GENERAL CHARITABLE 750
    NATIONAL RIFLE ASSN FOUNDATION
    11250 WAPLE MILL ROAD
    FAIRFAX,VA22030     		  501(c)(3) GENERAL CHARITABLE 3,000
    ORAL CANCER FOUNDATION
    3419 VIA LIDO 205
    NEWPORT BEACH,CA92663     		  501(c)(3) MEDICAL 1,000
    THE GIDEONS INTERNATIONAL
    P O BOX 140800
    NASHVILLE,TN37214     		  501(c)(3) GENERAL CHARITABLE 500
    SEED SAVERS EXCHANGE
    3094 NORTH WINN RD
    DECORAH,IA52101     		  501(c)(3) GENERAL CHARITABLE 500
    THE BEAUMONT FOUNDATION
    3711 W 13 MILE ROAD
    ROYAL OAK,MI48073     		  501(c)(3) MEDICAL 3,000
    THE LAND INSTITUTE
    2440 E WATER WELL RD
    SALINA,KS67401     		  501(c)(3) GENERAL CHARITABLE 500
    INNERACT PROJECT
    77 VAN NESS AVE STE 01 MB1037
    SAN FRANCISCO,CA94102     		  501(c)(3) GENERAL CHARITABLE 1,000
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		  501(c)(3) CONSERVATION 2,000
    KEEPERS OF THE SHIAWASSEE
    P O BOX 22
    LINDEN,MI48451     		  501(c)(3) CONSERVATION 250
    FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARY
    P O BOX 8472
    SANTA CRUZ,CA95064     		  501(c)(3) EDUCATION 250
    NORTH COUNTRY TRAIL ASSN
    229 E MAIN STREET
    LOWELL,MI49331     		  501(c)(3) GENERAL CHARITABLE 500
    VILLAGE OF OAKLAND WOODS
    420 S OPDYKE
    PONTIAC,MI48341     		  501(c)(3) GENERAL CHARITABLE 4,781
    LA COCINA
    2948 FOLSOM ST
    SAN FRANCISCO,CA94110     		  501(c)(3) GENERAL CHARITABLE 500
    NEW CAMALDOLI HERMITAGE
    62475 HIGHWAY 1
    BIG SUR,CA93920     		  501(C)(3) GENERAL CHARITABLE 500
    SANTA CRUZ VOLUNTEER CENTER
    1740 17TH AVENUE
    SANTA CRUZ,CA95060     		  501(c)(3) AID 1,250
    PRESBYTERIAN VILLAGE
    26200 LAHSER ROAD
    SOUTHFIELD,MI48033     		  501(c)(3) GENERAL CHARITABLE 5,000
    SOUTHEASTERN LEGAL FOUNDATION
    PO BOX 17454
    WASHINGTON,DC20041     		  501(c)(3) GENERAL CHARITABLE 3,000
    TOP OF MICHIGAN TRAILS COUNCIL
    3854 CRAWFORD RD
    DRYDEN,MI48428     		  501(c)(3) GENERAL CHARITABLE 2,000
    REDTWIST THEATER
    1044 W BRYN MAWR AVENUE
    CHICAGO,IL60660     		  501(c)(3) ART 1,000
    THE FOUNDATION ENDOWMENT
    P O BOX 739
    WARRENTON,VA20188     		  501(c)(3) GENERAL CHARITABLE 5,000
    VILLA ST BENEDICT FOUNDATION
    1920 MAPLE AVENUE
    LISLE,IL60532     		  501(c)(3) GENERAL CHARITABLE 250
    Total .................................bullet 3a 480,000
    bApproved for future payment
    INDIANA UNIVERSITY CLASS OF 1979
    1121 W MICHIGAN ST
    INDIANAPOLIS,IN46202     		  501(c)(3) EDUCATION 20,000
    LYRIC OPERA CHICAGO
    20 N WACKER SUITE 860
    CHICAGO,IL60606     		  501(c)(3) ART 500
    ST JOSEPH MERCY HOSPITAL
    4405 WOODWARD AVENUE
    PONTIAC,MI48341     		  501(c)(3) MEDICAL 5,000
    FERRIS STATE UNIVERSITY
    420 OAK ST PRK104A
    BIG RAPIDS,MI49307     		  501(c)(3) EDUCATION 5,000
    Total .................................bullet 3b 30,500
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		         
    4 Dividends and interest from securities....     14 159,710  
    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 ............     		         
    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)..   159,710  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    159,710
    (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.)
    1 MISC.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -7,388


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 OtherExpensesSchedule
    Name:
    LOPRETE FAMILY FOUNDATION
    EIN:
    20-3641412
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPONENT PHILANTHROPY MEMBERSHIP 750      
    CHARITABLE EVENTS 13,160      
    STATE OF MI CHANGE FEE 5      
    STATE OF MI FILING FEE 20      


    TY 2018 OtherIncomeSchedule2
    Name:
    LOPRETE FAMILY FOUNDATION
    EIN:
    20-3641412
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LOAN INTEREST 905    


    TY 2018 OtherIncreasesSchedule
    Name:
    LOPRETE FAMILY FOUNDATION
    EIN:
    20-3641412
    Description Amount
    CAPITAL GAIN 151,552


    TY 2018 TaxesSchedule
    Name:
    LOPRETE FAMILY FOUNDATION
    EIN:
    20-3641412
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 12,838 12,838