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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
THE BARTON MALOW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)26500 AMERICAN DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTHFIELD, MI48034
A Employer identification number

38-6088176
B Telephone number (see instructions)

(248) 436-5000
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$384,723J 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) 488,506
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
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)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 488,506 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 7,404      
b Accounting fees (attach schedule)....... Click to see attachment 9,450      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 17,281      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,135 0   0
25 Contributions, gifts, grants paid....... 349,284 421,912
26 Total expenses and disbursements. Add lines 24 and 25 383,419 0   421,912
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,087
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 288,952 335,494 335,494
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet26,181
Less: allowance for doubtful accounts bullet     26,181 26,181
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.......... 37,161 23,048 23,048
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 326,113 384,723 384,723
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 182,000 109,372
19 Deferred revenue................. 4,000 30,151
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 186,000 139,523
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 140,113 245,200
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 140,113 245,200
30 Total liabilities and net assets/fund balances (see instructions). 326,113 384,723
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
140,113
2
Enter amount from Part I, line 27a .....................
2
105,087
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
245,200
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 29 .
6
245,200
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 0
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, FL, GA, IL, KS, MD, MI, NC, OH, PA, VA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletDOUGLAS MAIBACH Telephone no.bullet (248) 436-5000

    Located atbullet26500 AMERICAN DRIVESOUTHFIELDMI ZIP+4bullet48034
    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 2020, 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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    DOUGLAS MAIBACH TRUSTEE
    6.00     		0 0 0
    26500 AMERICAN DRIVE
    SOUTHFIELD,MI48034
    RYAN MAIBACH TRUSTEE
    1.00     		0 0 0
    26500 AMERICAN DRIVE
    SOUTHFIELD,MI48034
    MARYANN KANARY TRUSTEE
    2.00     		0 0 0
    26500 AMERICAN DRIVE
    SOUTHFIELD,MI48034
    DAWN LYMAN FOUNDATION M
    36.00     		0 0 0
    26500 AMERICAN DRIVE
    SOUTHFIELD,MI48034
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    289,893
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    289,893
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    289,893
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,348
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    285,545
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,277
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    14,277
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,277
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    14,277
    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
    14,277
    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
    421,912
    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
    421,912
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    421,912
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 14,277
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 625,050
    b From 2016...... 713,758
    c From 2017...... 888,407
    d From 2018...... 617,514
    e From 2019...... 748,192
    fTotal of lines 3a through e........ 3,592,921
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 421,912
    a Applied to 2019, 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)........     		 
    d Applied to 2020 distributable amount..... 14,277
    e Remaining amount distributed out of corpus 407,635
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,000,556
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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 ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		625,050
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,375,506
    10 Analysis of line 9:
    a Excess from 2016.... 713,758
    b Excess from 2017.... 888,407
    c Excess from 2018.... 617,514
    d Excess from 2019.... 748,192
    e Excess from 2020.... 407,635
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    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:
    BARTON MALOW FOUNDATION
    26500 AMERICAN DRIVE
    SOUTHFIELD,MI48034
    (248) 436-5000
    FOUNDATION@BARTONMALOW.COM
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    AAA PREGNANCY RESOURCE CENTER
    32080 SCHOOLCRAFT RD
    LIVONIA,MI48150     		NONE PC HUMAN SERVICES 2,000
    ACE MENTOR OF AMERICA INC
    26500 AMERICAN DR
    SOUTHFIELD,MI48034     		NONE PC WORKFORCE DEVELOPMENT 2,500
    ACE MENTOR PROGRAM OF CENTRAL
    201 N NEW YORK AVE STE 10
    WINTER PARK,FL32789     		NONE PC WORKFORCE DEVELOPMENT 2,700
    ACE MENTOR PROGRAM OF GREATER
    5955 CARNEGIE BLVD STE 30
    CHARLOTTE,NC28209     		NONE PC HUMAN SERVICES 940
    ADVENTHEALTH FOUNDATION
    550 EAST ROLLINS STREET 6
    ORLANDO,FL32803     		NONE PC MEDICAL RESEARCH 150
    AGC CHARITIES INC
    2300 WILSON BLVD STE 300
    ARLINGTON,VA22201     		NONE PC HUMAN SERVICES 500
    ALBION ASSEMBLY OF GOD
    11311 RT 6N BOX 55
    ALBION,PA16401     		NONE PC HUMAN SERVICES 520
    ALZHEIMERS ASSOCIATION
    25200 TELEGRAPH RD STE 1
    SOUTHFIELD,MI48033     		NONE PC MEDICAL RESEARCH 2,696
    AMERICAN CANCER SOCIETY
    20450 CIVIC CENTER DR
    SOUTHFIELD,MI48076     		NONE PC MEDICAL RESEARCH 710
    AMERICAN DIABETES ASSOC
    20700 CIVIC CENTER DR STE
    SOUTHFIELD,MI480764108     		NONE PC MEDICAL RESEARCH 500
    AMERICAN FOUNDATION FOR SUICIDE PRE
    199 WATER ST FL 11
    NEW YORK,NY10038     		NONE PC HUMAN SERVICES 260
    AMERICAN HEART ASSOC
    27777 FRANKLIN RD STE 11
    SOUTHFIELD,MI48034     		NONE PC MEDICAL RESEARCH 28,240
    AMERICAN HEART ASSOC
    4217 PARK PL
    GLEN ALLEN,VA23060     		NONE PC MEDICAL RESEARCH 5,000
    AMERICAN RED CROSS
    7800 OUTER DRIVE WEST STE
    DETROIT,MI48235     		NONE PC DISASTER RELIEF 4,588
    ANGELS OF HOPE
    14281 BOURNEMUTH
    SHELBY TOWNSHIP,MI48315     		NONE PC MEDICAL RESEARCH 100
    ARTHRITIS FOUNDATION INC
    1355 PEACHTREE ST NE STE
    ATLANTA,GA30309     		NONE PC MEDICAL RESEARCH 50
    ASHES TO GLORY FOUNDATION
    35332 BANBURY RD
    LIVONIA,MI48153     		NONE PC HUMAN SERVICES 2,000
    AUTISM ALLIANCE OF MICHIGAN
    44744 HELM STREET
    PLYMOUTH,MI48170     		NONE PC HUMAN SERVICES 3,170
    BARBELLS FOR BOOBS
    25060 HANCOCK AVE
    MURRIETA,CA92562     		NONE PC MEDICAL RESEARCH 1,460
    BARK NATION INC
    2131 HYLAND ST
    FERNDALE,MI48220     		NONE PC PET SHELTER/RESCUE 650
    BETHEL COLLEGE
    1001 BETHEL CIRCLE
    MISHAWAKA,IN46545     		NONE PC EDUCATION 2,000
    BOY SCOUTS OF AM
    1776 W WARREN AVE
    DETROIT,MI48208     		NONE PC YOUTH DEVELOPMENT 1,000
    BOYS & GIRLS CLUB OF
    1000 B CHERRY AVENUE
    CHARLOTTESVILLE,VA22903     		NONE PC YOUTH DEVELOPMENT 400
    BRIAN ZELEJI MEMORIAL FDTN
    15900 WAVERLY
    SOUTHGATE,MI48195     		NONE PC EDUCATION 2,200
    BRIDGES FOR PEACE INC
    PO BOX 410037
    MELBOURNE,FL32941     		NONE PC HUMAN SERVICES 250
    CANINE COMPANIONS RESCUE CENTER
    PO BOX 1017
    CLARKSTON,MI48347     		NONE PC PET SHELTER/RESCUE 420
    CAPTAIN CATHY FOUNDATION
    PO BOX 357
    ROSEVILLE,MI48066     		NONE PC YOUTH DEVELOPMENT 500
    CENTER FOR SUCCESS NETWORK
    1600 EAST GRAND BLVD
    DETROIT,MI48211     		NONE PC YOUTH DEVELOPMENT 320
    CHADTOUGH FOUNDATION
    201 W MICHIGAN AVE
    SALINE,MI48176     		NONE PC MEDICAL RESEARCH 520
    CHILDREN'S CENTER OF WAYNE CO
    79 W ALEXANDRINE
    DETROIT,MI48201     		NONE PC HUMAN SERVICES 12,120
    CHINESE BIBLE CHURCH
    28111 W 10 MILE RD
    FARMINGTON HILLS,MI48336     		NONE PC HUMAN SERVICES 4,000
    CITY YEAR INC
    287 COLUMBUS AVE
    BOSTON,MA02116     		NONE PC YOUTH DEVELOPMENT 1,600
    COALITION ON TEMPORARY SHELTER COTS
    26 PETERBORO
    DETROIT,MI483022722     		NONE PC HOUSING ASSISTANCE 1,000
    COASTAL HOSPICE & PALLIATIVE CARE
    2604 OLD OCEAN CITY RD
    SALISBURY,MD21802     		NONE PC MEDICAL RESEARCH 1,300
    COMMUNITY FOUNDATION
    303 EAST STREET
    ROCHESTER,MI48307     		NONE PC HUMAN SERVICES 500
    COMMUNITY FOUNDATION
    500 S SAGINAW ST STE 200
    FLINT,MI48502     		NONE PC HUMAN SERVICES 900
    COMMUNITY SHARING
    5061 N DUCK LAKE RD
    MIDLAND,MI48357     		NONE PC HUMAN SERVICES 1,000
    COPPIN STATE UNIVERSITY DEVELOPMENT
    2500 W N AVE
    BALTIMORE,MD21216     		NONE PC EDUCATION 3,000
    CORNERSTONE UNIVERSITY
    1001 E BELTLINE AVE NE
    GRAND RAPIDS,MI49525     		NONE PC EDUCATION 200
    COURAGEOUS KIDS INC
    650 CHURCH STREET SUITE 1
    PLYMOUTH,MI48170     		NONE PC YOUTH DEVELOPMENT 1,040
    DELTA TAU LAMBDA SORORITY INC
    1443 WASHINGTON AVENUE
    ANN ARBOR,MI48107     		NONE PC HUMAN SERVICES 200
    DETROIT DOG RESCUE
    PO BOX 806119
    ST CLAIR SHORES,MI48080     		NONE PC PET SHELTER/RESCUE 400
    DEVOTED BARN
    600 TIMBER HILL DR
    ORTONVILLE,MI48462     		NONE PC PET SHELTER/RESCUE 1,040
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076     		NONE PC VETERANS 50
    DISCOVERY SPACE OF CENTRAL PA INC
    1224 N ALTHERTON ST
    STATE COLLEGE,PA16803     		NONE PC EDUCATION 2,500
    DONELSON CHRISTIAN ACADEMY
    300 DANYACREST DR
    NASHVILLE,TN37214     		NONE PC HUMAN SERVICES 2,000
    EDUCATIONAL EXCELLENCE FOUNDATION
    454 S HARVEY ST
    PLYMOUTH,MI48170     		NONE PC EDUCATION 200
    EMBRY RIDDLE AERONAUTICAL
    1 AEROSPACE BLVD
    DAYTONA BEACH,FL321143900     		NONE PC EDUCATION 300
    EPILEPSY FOUNDATION OF MICHIGAN
    25200 TELEGRAPH RD STE 1
    SOUTHFILED,MI48033     		NONE PC MEDICAL RESEARCH 1,520
    ESD ENGINEERING SOCIETY OF DETROIT
    20700 CIVIC CENTER DR ST
    SOUTHFIELD,MI48076     		NONE PC WORKFORCE DEVELOPMENT 1,000
    FAMILIES AGAINST NARCOTICS INC
    33000 GARFIELD
    FRASER,MI48026     		NONE PC HUMAN SERVICES 2,080
    FAMILIES OF SPINAL MUSCULAR ATROPHY
    925 BUSSE ROAD
    ELK GROVE VILLAGE,IL60007     		NONE PC MEDICAL RESEARCH 1,020
    FEED MORE INC
    1415 RHOADMILLER STREET
    RICHMOND,VA23220     		NONE PC HUNGER RELIEF 200
    FEEDING AMERICA
    35 EAST WACKER DR STE 200
    CHICAGO,IL60601     		NONE PC HUNGER RELIEF 300
    FERRIS FOUNDATION
    420 OAK ST PRAKKEN 101
    BIG RAPIDS,MI49307     		NONE PC WORKFORCE DEVELOPMENT 4,002
    FIRST STEP WESTERN WAYNE CNTY
    44567 PINETREE DR
    PLYMOUTH,MI48170     		NONE PC EDUCATION 2,040
    FLORIDA CITRUS SPORTS
    ONE CITRUS BOWL PLACE
    ORLANDO,FL32805     		NONE PC HUMAN SERVICES 2,800
    FOOD GATHERERS
    1 CARROT WAY
    ANN ARBOR,MI48105     		NONE PC HUNGER RELIEF 320
    FOUNDATION FOR OSCEOLA ED INC
    2310 NEW BEGININGS RD STE
    KISSIMMEE,FL34744     		NONE PC EDUCATION 1,800
    FRANCISCAN LIFE PROCESS CENTER
    11650 DOWNES ST NE
    LOWELL,MI49331     		NONE PC HUMAN SERVICES 4,002
    FRIENDS OF THE JAMES RIVER PARK
    4001 RIVERSIDE DRIVE
    RICHMOND,VA23225     		NONE PC HUMAN SERVICES 348
    FUTURES FOUNDATION FOR VOLUSIA
    3750 OLSON DR
    DAYTONA BEACH,FL32124     		NONE PC YOUTH DEVELOPMENT 300
    GABBYS LADDER INC
    2262 N MONROE ST
    MONROE,MI48162     		NONE PC HUMAN SERVICES 2,220
    GARY SINISE FOUNDATION
    1901 AVE OF THE STARS STE
    LOS ANGELES,CA90067     		NONE PC VETERANS 3,900
    GET YOUR REAR IN GEAR
    5666 LINCOLN DR STE 270
    EDINA,MN55436     		NONE PC MEDICAL RESEARCH 200
    GINGER CULPEPPER
    1073 MEADOWWOOD POINTE RD
    LAKELAND,FL33811     		NONE I PANDEMIC RELIEF 750
    GIVE KIDS THE WORLD INC
    210 S BASS RD
    KISSIMMEE,FL34746     		NONE PC YOUTH DEVELOPMENT 1,220
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT
    DETROIT,MI48207     		NONE PC HUNGER RELIEF 1,350
    GLEN BALLIET
    5050 EMPIRE CHURCH RD
    GROVELAND LAKE,FL34736     		NONE I PANDEMIC RELIEF 3,000
    HABITAT FOR HUMANITY OAKLAND CO
    150 OSMUN ST
    PONTIAC,MI483423125     		NONE PC HUMAN SERVICES 1,300
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		NONE PC EDUCATION 520
    HOPE WATER INTERNATIONAL
    3128 WALTON BLVD PMB 245
    ROCHESTER HILLS,MI48309     		NONE PC HUMAN SERVICES 500
    HOSPICE OF MICHIGAN
    26957 NORTHWESTERN HWY
    SOUTHFIELD,MI48033     		NONE PC HUMAN SERVICES 500
    IMPACT 100 DETROIT
    PO BOX 1138
    BIRMINGHAM,MI48012     		NONE PC EDUCATION 1,100
    INTERNATIONAL MOUNTAIN BICYCLING
    4888 PEAR EAST CR STE 200
    BOULDER,CO80301     		NONE PC HUMAN SERVICES 50
    IX ART PARK FOUNDATION
    201 EAST MAIN ST SUITE O
    CHARLOTTESVILLE,VA22902     		NONE PC HUMAN SERVICES 500
    JAMES MALIN
    5408 ALLISON LN
    SYLVANIA,OH43560     		NONE I PANDEMIC RELIEF 2,000
    JEWISH FEDERATION OF GREATER
    851 N MAITLAND AVE
    MAITLAND,FL32751     		NONE PC HUMAN SERVICES 310
    JEWISH FEDERATION OF METRO DETROIT
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		NONE PC HUMAN SERVICES 860
    JOHNNY MAC SOLDIERS FUND INC
    42395 RYAN ROAD SUITE 112
    ASHBURN,VA20148     		NONE PC VETERANS 4,250
    KADIMA JEWISH SUPPORT SERVICES
    15999 W TWELVE MILE ROAD
    SOUTHFIELD,MI48076     		NONE PC HUMAN SERVICES 180
    KANNAPOLIS EDUCATION FOUNDATION
    100 DENVER ST
    KANNAPOLIS,NC28083     		NONE PC EDUCATION 500
    KESHET INC
    284 AMORY STREET SUITE 4
    BOSTON,MA02130     		NONE PC HUMAN SERVICES 200
    KIDS FOOD BASKET
    652 HASTINGS AVE
    HOLLAND,MI49422     		NONE PC HUNGER RELIEF 2,080
    KNOWRESOLVE
    13295 WEST STAR DRIVE
    SHELBY TOWNSHIP,MI48315     		NONE PC YOUTH DEVELOPMENT 1,346
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER,MI483073115     		NONE PC PET SHELTER/RESCUE 520
    LEONARD SUMMER FESTIVAL COMMITTEE
    23 E ELMWOOD ST
    LEONARD,MI48367     		NONE PC HUMAN SERVICES 250
    LEUKEMIA & LYMPHOMA SOCIETY INC
    1311 MAMARONECK AVE STE 3
    WHITE PLAINS,NY106055223     		NONE PC MEDICAL RESEARCH 440
    LIFE REMODELED
    34039 ALGONQUIN ST
    WESTLAND,MI48185     		NONE PC HUMAN SERVICES 10,000
    MAKE A WISH FOUNDATION
    1020 N ORLANDO STE 100
    MAITLAND,FL32751     		NONE PC YOUTH DEVELOPMENT 7,580
    MAKE A WISH MICHIGAN
    7600 GRAND RIVER AVE ST
    BRIGHTON,MI48114     		NONE PC HUMAN SERVICES 1,040
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NONE PC YOUTH DEVELOPMENT 1,420
    MARK CANTUA
    7605 PACKARD RD
    MORENCI,MI49256     		NONE I PANDEMIC RELIEF 2,000
    MARYLAND CENTER FOR CONSTRUCTION
    7400 YORK RD STE 302
    TOWSON,MD21204     		NONE PC WORKFORCE DEVELOPMENT 2,000
    MARYLAND MINORITY CONTRACTORS ASSOC
    2423 MARYLAND AVE STE 201
    BALTIMORE,MD21218     		NONE PC WORKFORCE DEVELOPMENT 1,500
    MERLINS MAGIC WAND FOUNDATION
    1 LEGOLAND DR
    CARLSBAD,CA92008     		NONE PC YOUTH DEVELOPMENT 2,800
    METROPOLITAN AFFAIRS COALITION
    1001 WOODWARD STE 1400
    DETROIT,MI48226     		NONE PC HUMAN SERVICES 6,500
    MICHIGAN AVIAN EXPERIENCE
    11601 SHERIDAN RD
    MANCHESTER,MI48158     		NONE PC YOUTH DEVELOPMENT 4,500
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH STE 220
    BINGHAM FARMS,MI48025     		NONE PC PET SHELTER/RESCUE 1,020
    MICHIGAN STATE UNIVERSITY
    28115 MEADOWBROOKE RD
    NOVI,MI483773128     		NONE PC EDUCATION 850
    MIDLAND AREA COMMUNMITY FOUNDATION
    76 ASHMAN CIRCLE
    MIDLAND,MI48604     		NONE PC HUMAN SERVICES 10,000
    MISSION 22
    17040 PILKINGTON RD STE 2
    LAKE OSWEGO,OR97035     		NONE PC VETERANS 1,300
    MOFFITT CANCER CENTER FOUNDATION
    12902 MAGNOLIA DR
    TAMPA,FL33612     		NONE PC MEDICAL RESEARCH 300
    MORGAN STATE UNIVERSITY
    1700 E COLD SPRING LN
    BALTIMORE,MD212510001     		NONE PC EDUCATION 5,000
    MOTOR CITY YOUTH THEATRE
    15498 MEADOWBROOK
    REDFORD,MI48239     		NONE PC YOUTH DEVELOPMENT 300
    NADANTA INC
    30544 TURTLE CREEK
    FARMINGTON HILLS,MI48331     		NONE PC HUMAN SERVICES 2,000
    NEMOURS FUND FOR CHILDRENS HEALTH
    6900 TAVISLOCK LAKES BLVD
    ORLANDO,FL32827     		NONE PC YOUTH DEVELOPMENT 5,000
    ORLANDO HEALTH FOUNDATION INC
    3160 SOUTHGATE COMMERCE B
    ORLANDO,FL32806     		NONE PC HUMAN SERVICES 3,200
    PAWS WITH A CAUSE
    4646 SOUTH DIVISION
    WAYLAND,MI49348     		NONE PC PET SHELTER/RESCUE 160
    PENN STATE UNIVERSITY
    104 ENGINEERING UNIT A
    UNIVERSITY PARK,PA16802     		NONE PC EDUCATION 11,000
    PENNSYLVANIA STATE UNIVERSITY
    500 UNIVERSITY DR
    HERSHEY,PA17033     		NONE PC EDUCATION 572
    PENRICKTON CENTER FOR BLIND
    26530 EUREKA RD
    TAYLOR,MI48180     		NONE PC HUMAN SERVICES 2,080
    PINK FUND
    PO BOX 603
    BLOOMFIELD HILLS,MI48303     		NONE PC MEDICAL RESEARCH 400
    POLISH NATIONAL CATHOLIC CHURCH
    610 N BEECH DALY RD
    DEARBORN HTS,MI48127     		NONE PC HUMAN SERVICES 250
    PORTAGE AREA COMM CHARITABLE TRUST
    121 W COOK ST
    PORTAGE,WI53901     		NONE PC HUMAN SERVICES 520
    PROVINCE OF ST JOSEPH OF THE
    1820 MT ELLIOTT
    DETROIT,MI48207     		NONE PC HUMAN SERVICES 1,588
    PULMONARY FIBROSIS FOUNDATION
    230 E OHIO ST STE 500
    CHICAGO,IL60611     		NONE PC MEDICAL RESEARCH 476
    QUEST INC
    500 E COLONIAL DR
    ORLANDO,FL32803     		NONE PC HUMAN SERVICES 1,280
    QUINCY UNIVERSITY CORPORATION
    1800 COLLEGE AVE
    CHICAGO,IL62301     		NONE PC EDUCATION 500
    REBUILDING TOGETHER SOUTHEAST
    27840 INDEPENDENCE ST
    FARMINGTON,MI48332     		NONE PC HOUSING ASSISTANCE 1,000
    REGENTS OF THE UNIVERSITY OF MI
    3003 SOUTH STATE ST
    ANN ARBOR,MI48109     		NONE PC EDUCATION 500
    ROBERT ROSS
    933 WOODVILLE AVE
    MONROE,MI48161     		NONE I PANDEMIC RELIEF 2,000
    ROBERTAS HOUSE INC
    1900 N BROADWAY STE 101
    BALTIMORE,MD21213     		NONE PC HUMAN SERVICES 5,000
    RONALD MCDONALD HOUSE OF CHARLOTTE
    1613 E MOREHEAD ST
    CHARLOTTE,NC28207     		NONE PC HUMAN SERVICES 600
    ROWAN CABARRUS COMM COLLEGE
    1333 JAKE ALEXANDER BLVD
    SALISBURY,NC28145     		NONE PC EDUCATION 500
    RSAFOUNDATION
    23855 LAWRENCE
    CENTER LINE,MI48015     		NONE PC YOUTH DEVELOPMENT 780
    SALVATION ARMY
    3737 LAWTON
    DETROIT,MI48208     		NONE PC HUMAN SERVICES 1,000
    SAY DETROIT
    29836 TELEGRAPH RD
    SOUTHFIELD,MI48034     		NONE PC HUMAN SERVICES 1,000
    SCHOOL BOARD OF ORANGE COUNTY
    445 WEST AMELIA ST
    ORLANDO,FL32801     		NONE PC EDUCATION 300
    SCHOOLCRAFT COLLEGE FOUNDATION
    18600 HAGGERTY ROAD
    LIVONIA,MI48152     		NONE PC EDUCATION 2,000
    SECOND CHANCE AT LIFE
    32591 JUDY
    WESTLAND,MI48185     		NONE PC HUMAN SERVICES 520
    SECOND HARVEST FOOD BANK OF
    411 MERCY DRIVE
    ORLANDO,FL32805     		NONE PC HUNGER RELIEF 200
    SECOND MILE CENTER OF DETROIT
    18391 MORANG
    DETROIT,MI48205     		NONE PC YOUTH DEVELOPMENT 5,000
    SHRINERS HOSPITAL FOR CHILDREN
    911 WEST 5TH AVE
    SPOKANE,WA992102472     		NONE PC MEDICAL RESEARCH 1,300
    SMILES FOR SOPHIE FOREVER
    31722 LEEWARD CT
    AVON LAKE,OH44012     		NONE PC MEDICAL RESEARCH 520
    SOUTHWEST SOLUTIONS INC
    5716 MICHIGAN AVE
    DETROIT,MI48210     		NONE PC HUMAN SERVICES 1,050
    SPECIAL OLYMPICS MICHIGAN INC
    E CAMPUS DR
    MT PLEASANT,MI48859     		NONE PC YOUTH DEVELOPMENT 3,950
    ST JOSEPHS HOSPITAL FDTN
    2700 W DR M L KING JR BLV
    TAMPA,FL33607     		NONE PC HUMAN SERVICES 2,300
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PC MEDICAL RESEARCH 2,138
    ST LOUIS CENTER
    16195 W OLD US HWY 12
    CHELSEA,MI48118     		NONE PC HUMAN SERVICES 2,080
    ST LUKES COMMUNITY HOUSE
    5601 NEW YORK AVE
    NASHVILLE,TN37209     		NONE PC HUMAN SERVICES 4,000
    ST PATRICK PARISH
    9086 HUTCHINS ST
    WHITE LAKE,MI48386     		NONE PC HUMAN SERVICES 1,000
    ST PAULS MONASTERY
    148 MONASTERY AVE
    PITTSBURGH,PA15203     		NONE PC HUMAN SERVICES 500
    STAGECRAFTERS
    415 S LAFAYETTE AVE
    ROYAL OAK,MI48067     		NONE PC YOUTH DEVELOPMENT 1,688
    STARFISH FAMILY SERVICES
    300000 HIVELEY
    INKSTER,MI48141     		NONE PC HUMAN SERVICES 4,260
    STATE ROAD ELEMENTARY SCHOOL
    3100 OWEN ROAD
    FENTON,MI48430     		NONE PC EDUCATION 2,000
    SWEET BRIAR INSTITUTE
    134 CHAPEL RD
    SWEET BRIAR,VA24595     		NONE PC EDUCATION 500
    TANGELO PARK PROGRAM
    4000 DESTINATION PARKWAY
    ORLANDO,FL32818     		NONE PC HUMAN SERVICES 300
    TEMPLE ISRAEL OF DETROIT
    5725 WALNUT LAKE ROAD
    WEST BLOOMFIELD,MI48323     		NONE PC HUMAN SERVICES 742
    THAW
    535 GRISWOLD SUITE 200
    DETROIT,MI48226     		NONE PC HOUSING ASSISTANCE 600
    THE ABILITY CTR OF GREATER TOLEDO
    5605 MONROE ST
    SYLVANIA,OH43560     		NONE PC HUMAN SERVICES 260
    TRILOGY SCHOLARSHIP FOUNDATION INC
    303 NORTH HURSTLOURNE PKW
    LOUISVILLE,KY40222     		NONE PC EDUCATION 1,000
    TRUSTEES OF BOSTON UNIVERSITY
    881 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE PC EDUCATION 500
    UNITED WAY FOR SE MICHIGAN
    3011 W GRAND BLVD STE 500
    DETROIT,MI482023012     		NONE PC WORKFORCE DEVELOPMENT 21,500
    UNITED WAY WORLDWIDE
    701 NORTH FAIRFAX ST
    ALEXANDRIA,VA22314     		NONE PC HUMAN SERVICES 300
    UNIVERSAL ORLANDO FDTN INC
    1000 UNIVERSAL STUDIOS PL
    ORLANDO,FL32819     		NONE PC HUMAN SERVICES 300
    UNIVERSITY OF DETROIT JESUIT HIGH
    8400 S CAMBRIDGE AVE
    DETROIT,MI48221     		NONE PC EDUCATION 1,000
    UNIVERSITY OF FLORIDA
    1938 W UNIVERSITY AVE
    GAINESVILLE,FL32603     		NONE PC EDUCATION 1,400
    UTICA COMMUNITY SCHOOL FDTN
    7600 18 MILE RD
    STERLING HTS,MI48314     		NONE PC EDUCATION 1,560
    VILLAGE OF HOPE INC
    1100 BACK TRACEY ROAD
    UPPER TRACY   E5L 1H7
    CA     		NONE PC HOUSING ASSISTANCE 4,000
    WATCHTOWER BIBLE AND TRACT SOCIETY
    900 RED MILLS RD
    WALLKILL,NY12589     		NONE PC HUMAN SERVICES 6,520
    WHALEY CHILDRENS CENTER
    1201 N GRAND TRAVERSE STR
    FLINT,MI48503     		NONE PC YOUTH DEVELOPMENT 1,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD SUITE 30
    JACKSONVILLE,FL32256     		NONE PC VETERANS 160
    YANKEE AIR MUSEUM
    47884 D ST
    BELLEVILLE,MI48111     		NONE PC HUMAN SERVICES 1,000
    YORK COUNTY DISABILITIES FOUNDATION
    7900 PARK PLACE RD
    YORK,SC29745     		NONE PC HUMAN SERVICES 5,000
    YOUTH WRITERS CHALLENGE INC
    1174 PELHAM WOOD RD
    PARKVILLE,MD21234     		NONE PC EDUCATION 600
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231     		NONE PC MEDICAL RESEARCH 10,000
    CHILDREN'S CENTER OF WAYNE CO
    79 W ALEXANDRINE
    DETROIT,MI48201     		NONE PC HUMAN SERVICES 200
    FEED MORE INC
    1415 RHOADMILLER STREET
    RICHMOND,VA23220     		NONE PC HUNGER RELIEF 515
    HABITAT FOR HUMANITY DETROIT
    14325 JANE AVE
    DETROIT,MI48205     		NONE PC HUMAN SERVICES 5,000
    MAKE A WISH FOUNDATION
    1020 N ORLANDO STE 100
    MAITLAND,FL32751     		NONE PC YOUTH DEVELOPMENT 200
    NEW HORIZONS REHABILITATION
    4814 POND RUN
    AUBURN HILLS,MI48326     		NONE PC HUMAN SERVICES 500
    RONALD MCDONALD HOUSE CENTRAL FLORI
    1030 N ORANGE AVE SUITE 1
    ORLANDO,FL32801     		NONE PC HUMAN SERVICES 533
    BEAUMONT FOUNDATION
    PO BOX 5802
    TROY,MI480079620     		NONE PC HUMAN SERVICES 30,000
    DEACONESS HOSPITAL INC
    600 MARY ST
    EVANSVILLE,IN47747     		NONE PC MEDICAL RESEARCH 10,000
    FERRIS FOUNDATION
    420 OAK ST PRAKKEN 101
    BIG RAPIDS,MI49307     		NONE PC WORKFORCE DEVELOPMENT 21,628
    ACE MENTOR PROGRAM OF
    2777 SUMMER ST STE 401
    STAMFORD,CT06905     		NONE PC WORKFORCE DEVELOPMENT 10,000
    UNIVERSITY OF SOUTH FLORIDA FOUNDAT
    4202 E FOWLER AVE ALC 10
    TAMPA,FL33620     		NONE PC EDUCATION 1,000
    PRIOR YEAR UNCASHED DONATION CHECKS
    VOIDED IN CURRENT YEAR
    SOUTHFIELD,MI48034     		NONE PC VOID -1,700
    Total .................................bullet 3a 421,912
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....          
    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)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE BARTON MALOW FOUNDATION
     
    Employer identification number

    38-6088176
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE BARTON MALOW FOUNDATION
          		Employer identification number
    38-6088176
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BARTON MALOW ENTERPRISES INC
     
    26500 AMERICAN DRIVE
     
    SOUTHFIELD, MI48034

    		$ 325,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JOHN E GREEN COMPANY
     
    220 VICTOR AVENUE
     
    HIGHLAND PARK, MI48203

    		$ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    SUPERIOR MATERIALS LLC
     
    30701 W 10 MI RD STE 500
     
    FARMINGTON HILLS, MI48333

    		$ 5,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE BARTON MALOW FOUNDATION
          		Employer identification number

    38-6088176
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE BARTON MALOW FOUNDATION
          		Employer identification number

    38-6088176
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE BARTON MALOW FOUNDATION
    EIN:
    38-6088176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,450      

    TY 2020 LegalFeesSchedule
    Name:
    THE BARTON MALOW FOUNDATION
    EIN:
    38-6088176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 7,404      


    TY 2020 OtherExpensesSchedule
    Name:
    THE BARTON MALOW FOUNDATION
    EIN:
    38-6088176
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OTHER EXPENSES 4,022      
    PROMOTIONAL EXPENSES 13,259