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 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAM DAVIDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1688
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, MI48012
A Employer identification number

20-3899187
B Telephone number (see instructions)

(248) 788-6500
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$1,446,241,336J 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) 209,125
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,587,530 14,418,897  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,668,389
b Gross sales price for all assets on line 6a 191,326,578
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -11,122,737 -8,717,932  
12 Total. Add lines 1 through 11........ 46,342,307 5,700,965  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 976,348 47,698   926,822
14 Other employee salaries and wages...... 1,770,088 12,687   1,756,907
15 Pension plans, employee benefits....... 732,065 16,711   717,033
16a Legal fees (attach schedule)......... Click to see attachment 64,471 9,568   54,902
b Accounting fees (attach schedule)....... Click to see attachment 51,250 1,169   50,080
c Other professional fees (attach schedule).... Click to see attachment 5,255,556 5,528,595   758,803
17 Interest............... 995,465 995,465   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,144,302 430,794   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 155,702 0  
20 Occupancy.............. 156,160 3,563   152,596
21 Travel, conferences, and meetings....... 119,913 1,526   118,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 344,943 4,876   340,067
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,766,263 7,052,652   4,875,597
25 Contributions, gifts, grants paid....... 51,663,653 51,663,653
26 Total expenses and disbursements. Add lines 24 and 25 63,429,916 7,052,652   56,539,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,087,609
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............. 28,799,408 28,711,215 28,711,215
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,072 3,388 3,388
10a Investments—U.S. and state government obligations (attach schedule) 70,967,655 Click to see attachment78,313,519 77,144,859
b Investments—corporate stock (attach schedule)....... 5,193,458 Click to see attachment4,791,864 6,766,569
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).......... 984,102,186 Click to see attachment956,866,502 1,324,883,399
14 Land, buildings, and equipment: basis bullet6,703,871
Less: accumulated depreciation (attach schedule) bullet946,337 1,006,217 Click to see attachment5,757,534 5,757,534
15 Other assets (describe bullet) Click to see attachment3,514,549 Click to see attachment2,607,966 Click to see attachment2,974,372
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,093,586,545 1,077,051,988 1,446,241,336
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment8,335 Click to see attachment9,538
23 Total liabilities (add lines 17 through 22)......... 8,335 9,538
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........... 1,093,578,210 1,077,042,450
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)..... 1,093,578,210 1,077,042,450
30 Total liabilities and net assets/fund balances (see instructions). 1,093,586,545 1,077,051,988
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
1,093,578,210
2
Enter amount from Part I, line 27a .....................
2
-17,087,609
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
555,914
4
Add lines 1, 2, and 3 ..........................
4
1,077,046,515
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,065
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,077,042,450
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.)
1 a BANK OF NEW YORK MELLON/NORTHERN TRUST P    
b NORTHERN TRUST MANNING P    
c 0020 K-1 P    
d 0046 K-1 P    
e 0048 K-1 P    
0049 K-1 P    
0050 K-1 P    
0052 K-1 P    
0020 K-1 P    
0048 K-1 P    
0049 K-1 P    
0050 K-1 P    
0052 K-1 P    
0050 K-1 P    
0049 K-1 P    
0048 K-1 P    
0046 K-1 P    
0060 K-1 P    
0061 K-1 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 173,150,571   148,240,241 24,910,330
b 6,725     6,725
c     167,773 -167,773
d 30,293     30,293
e 5,245,608     5,245,608
2,931,903     2,931,903
6,437,874     6,437,874
2,190,843     2,190,843
      0
    1,158,631 -1,158,631
    66,938 -66,938
    37,864,710 -37,864,710
    5,936,482 -5,936,482
61,011   61,011 0
161   161 0
      0
    30,308 -30,308
1,265,412     1,265,412
6,177     6,177
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       24,910,330
b       6,725
c       -167,773
d       30,293
e       5,245,608
      2,931,903
      6,437,874
      2,190,843
      0
      -1,158,631
      -66,938
      -37,864,710
      -5,936,482
      0
      0
      0
      -30,308
      1,265,412
      6,177
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 -2,199,677
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 0
3 Add lines 1 and 2........................... 3 0
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 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 645,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 845,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 845,000
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 845,000
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI, DE
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WILLIAMDAVIDSON.ORG
    14
    The books are in care ofbulletRALPH GERSON Telephone no.bullet (248) 788-6500

    Located atbulletPO BOX 1688BIRMINGHAMMI ZIP+4bullet48012
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 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
     
    No
    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
    Yes
     
    .........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). Click to see attachment
    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
    JONATHAN AARON CLASS A DIRECTOR AND CHAIRMAN
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    MARY AARON CLASS A DIRECTOR AND SECRETARY
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ETHAN DAVIDSON CLASS D DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    KAREN DAVIDSON CLASS A DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    RALPH GERSON CLASS A DIRECTOR AND TREASURER
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    DARIN MCKEEVER PRESIDENT AND CHIEF EXECUTIVE OFFICER
    40.00     		581,852 74,621 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ELI SAULSON CLASS A DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    DANIELLE STEWART HANSON VP AND CHIEF FINANCIAL OFFICER
    40.00     		394,496 50,092 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    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
    KARI ALTERMAN PROGRAM DIRECTOR, JE
    40.00     		183,722 21,946 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    GEORGE JACOBSEN PROGRAM DIRECTOR, SO
    40.00     		181,644 20,982 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ERICA MILLER CONTROLLER
    40.00     		174,170 21,486 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    LISA KATZ SENIOR PROGRAM OFFIC
    40.00     		158,185 19,516 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    CARLA SMITH HUMAN RESOURCES OFFI
    40.00     		155,696 18,572 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    Total number of other employees paid over $50,000...................bullet 10
    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
    INVESTURE LLC INVESTMENT 4,451,398
    455 2ND STREET SE SUITE 100
    CHARLOTTESVILLE,VA22902
    ROSSETTI INC ARCHITECT 1,008,234
    160 W FORST STREET SUITE 400
    DETROIT,MI48226
    YD PULITZER CONSULTING LTD CONSULTING 183,064
    20 KING GEORGE
      JERUSALEM  
    IS
    REDICO LLC DEVELOPMENT MANAGER 165,151
    ONE TOWN SQUARE SUITE 1600
    SOUTHFIELD,MI48076
    OUT OF THE BOX SOLUTIONS INC TECHNOLOGY CONSULTING 115,075
    313 E HUDSON AVE SUITE M111
    ROYAL OAK,MI48067
    Total number of others receiving over $50,000 for professional services.............bullet4
    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.........................bullet0
    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
    1,223,984,266
    b
    Average of monthly cash balances.......................
    1b
    30,480,625
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,895,935
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,258,360,826
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,258,360,826
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,875,412
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,239,485,414
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,974,271
    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
    61,974,271
    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
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    61,974,271
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    61,974,271
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    61,974,271
    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
    56,539,250
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    4,907,020
    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
    61,446,270
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    61,446,270
    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 61,974,271
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 60,682,983
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 61,446,270
    a Applied to 2019, but not more than line 2a 60,682,983
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 763,287
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		61,210,984
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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 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 (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
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
    633 3RD AVE 20TH FLOOR
    NEW YORK,NY10017     		  PC TO SUPPORT STEM EDUCATION IN ISRAEL 1,750,000
    AMERICAN FRIENDS OF START-UP NATION CENTRAL INC
    40 W 57TH STREET FLOOR 26
    NEW YORK,NY10019     		  PC TO SUPPORT GENERAL OPERATIONS AND THE GRANTEE'S PROGRAM TO SUPPORT START-UP NATION CENTRAL LTD. (CC)'S HUMAN CAPITAL SPECIAL PROJECTS, IN PARTICULAR TO PROVIDE DESIGNATED FUNDING TO THE PROGRAM FOR HAREDI WOMEN SEMINARIES SEMINARY PROGRAM 2,500,000
    AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC
    1266 WEST PACES FERRY ROAD 615
    ATLANTA,GA303272306     		  PC TO SUPPORT THE GENERAL OPERATIONS AND THE CENTER FOR GOVERNANCE AND THE ECONOMY 750,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    545 FIFTH AVENUE SUITE 920
    NEW YORK,NY10017     		  PC CONTINUED SUPPORT FOR THE ENTRANCE GALLERY AT THE ARCHAEOLOGY WING AND TO SUPPORT STRATEGIC PLANNING 425,000
    AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC
    39 BROADWAY SUITE 1510
    NEW YORK,NY10006     		  PC TO SUPPORT THE GENERAL OPERATIONS OF THE INSTITUTE FOR NATIONAL SECURITY STUDIES 150,000
    AMERICAN ISRAEL EDUCATION FOUNDATION INC
    251 H STREET NW
    WASHINGTON,DC20001     		  PC TO SUPPORT ISRAEL EDUCATION AND OUTREACH 1,000,000
    AMERICAN JEWISH COMMITTEE
    165 E 56TH STREET
    NEW YORK,NY10022     		  PC TO SUPPORT PROJECT INTERCHANGE, EXPANSION OF THE LEADERS FOR TOMORROW PROGRAM TO DETROIT AND SUPPORTING THE MUSLIM JEWISH ADVISORY COUNCIL COMMUNICATIONS CAMPAIGN 425,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017     		  PC TO SUPPORT THE EXPANSION OF JDC ENTWINE'S ALUMNI ENGAGEMENT WORK IN NORTH AMERICA. 275,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017     		  PC TO SUPPORT THE CORONA EMERGENCY GOVERNMENT- PHILANTHROPY RELIEF FUND FOR NGOS 350,000
    AREIVIM PHILANTHROPIC GROUP INC
    729 7TH AVE 9TH FLOOR
    NEW YORK,NY10019     		  PC MEMBERSHIP DUES 50,000
    BELLE ISLE CONSERVANCY
    300 RIVER PLACE DR STE 2800
    DETROIT,MI48207     		  PC TO SUPPORT THE BELLE ISLE AQUARIUM RESTORATION CAMPAIGN 500,000
    BIRTHRIGHT ISRAEL FOUNDATION
    33 EAST 33RD STREET 7TH FLOOR
    NEW YORK,NY10016     		  PC TO SUPPORT GENERAL OPERATING AND TRIPS, LEADERSHIP DEVELOPMENT OF TRIP EDUCATORS AND STAFF, AND FUNDS TO ENGAGE YOUNG ALUMNI 500,000
    BUILD INSTITUTE
    1620 MICHIGAN AVENUE SUITE 120
    DETROIT,MI48216     		  PC TO SUPPORT BUILD INSTITUTE CAPACITY BUILDING 150,000
    COLLEGE FOR CREATIVE STUDIES
    201 EAST KIRBY
    DETROIT,MI48201     		  PC TO SUPPORT DESIGN CORE DETROIT'S EFFORTS TO PROVIDE DESIGN RESOURCES TO BUSINESS IN SOUTHEAST MICHIGAN DURING AND IN THE AFTERMATH OF THE COVID-19 PANDEMIC 100,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC TO SUPPORT THE LAUNCH OF THE PONTIAC FUNDERS COLLABORATIVE 500,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC TO SUPPORT THE NEXT PHASE OF WORK OF THE REGIONAL CEO'S PUBLIC PLACES & CONNECTIVITY WORKING GROUP 55,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC COVID-19 EMERGENCY RESPONSE EFFORTS 500,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC NEW ECONOMY INITIATIVE 1,000,000
    CONGREGATION B'NAI BRITH HILLEL
    360 CHARLES STREET
    EAST LANSING,MI48823     		  PC THE HILLELS OF MICHIGAN JEWISH LEADERSHIP AND LEARNING INITIATIVE 300,000
    CONGREGATION SHAAREY ZEDEK
    27375 BELL ROAD
    SOUTHFIELD,MI480342079     		  PC TO SUPPORT THE ENDOWMENT 1,250,000
    CONGREGATION SHAAREY ZEDEK
    27375 BELL ROAD
    SOUTHFIELD,MI480342079     		  PC GENERAL OPERATING SUPPORT 350,000
    COUNCIL OF MICHIGAN FOUNDATIONS INC
    ONE SOUTH HARBOR DRIVE SUITE 8
    GRAND HAVEN,MI49417     		  PC MEMBERSHIP DUES 32,400
    DETROIT CHILDREN'S FUND
    100 TALON CENTER DRIVE SUITE 100
    DETROIT,MI48207     		  PC GENERAL OPERATING SUPPORT 250,000
    DETROIT JEWISH NEWS FOUNDATION INC
    29200 NORTHWESTERN HWY SUITE 110
    SOUTHFIELD,MI48034     		  PC GENERAL OPERATING SUPPORT AS THE DETROIT JEWISH NEWS TRANSITIONS TO A NON-PROFIT ENTITY 75,000
    DETROIT PISTONS FOUNDATION
    6201 2ND AVENUE
    DETROIT,MI48202     		  PC TO SUPPORT THE COMMUNITY ENGAGEMENT, PROGRAM DESIGN, AND EVALUATION FOR THE 2020 NEIGHBORHOOD PARK PLACEMAKING ACTIVATIONS 250,000
    DETROIT POLICE ATHLETIC LEAGUE INC
    111 WEST WILLIS
    DETROIT,MI482011809     		  PC COVID-19 FINANCIAL BRIDGE PLAN 130,000
    DETROIT RIVERFRONT CONSERVANCY INC
    600 RENAISSANCE CENTER SUITE 1720
    DETROIT,MI48243     		  PC COMPREHENSIVE CAMPAIGN SUPPORT 2,200,000
    DETROIT SYMPHONY ORCHESTRA HALL INC
    3711 WOODWARD AVE
    DETROIT,MI48201     		  PC TO EXTEND SPONSORSHIP OF THE NEIGHBORHOOD CONCERT SERIES AND TO SUPPORT THE DSO'S BLUEPRINT 2023 PLANS 3,000,000
    DOWNTOWN DETROIT PARTNERSHIP
    1 CAMPUS MARTIUS SUITE 380
    DETROIT,MI48226     		  PC 7TH ANNUAL DETROIT HOMECOMING 15,000
    EASTERN MARKET CORPORATION
    2934 RUSSELL STREET
    DETROIT,MI48207     		  PC CONVERSION OF THE METRO FOOD ACCELERATOR INTO AN EMERGENCY FOOD-PACKING AND COLD-STORAGE FACILITY 260,000
    ENDEAVOR DETROIT
    6001 CASS AVENUE SUITE 03-130
    DETROIT,MI48202     		  PC SUPPORT ONGOING EDUCATION, LEADERSHIP, TECHNICAL ASSISTANCE, MENTORSHIP AND OTHER FORMS OF SUPPORT FOR HIGH-IMPACT ENTREPRENEURS IN SOUTHEAST MICHIGAN. 250,000
    FARBER HEBREW DAY SCHOOL-YESHIVAT AKIVA
    21100 W 12 MILE ROAD
    SOUTHFIELD,MI48076     		  PC CONTINUATION OF FARBER-AKIVA'S ACADEMIC IMPROVEMENT PLAN 400,000
    FORGOTTEN HARVEST INC
    21800 GREENFIELD ROAD
    OAK PARK,MI48237     		  PC TO SUPPORT COVID-19 EMERGENCY RESPONSE EFFORTS 25,000
    FORGOTTEN HARVEST INC
    21800 GREENFIELD ROAD
    OAK PARK,MI48237     		  PC GENERAL OPERATING SUPPORT 150,000
    FOUNDATION FOR DETROIT'S FUTURE
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI48226     		  PC FOR SUPPORT OF THE GRAND BARGAIN FOR THE DETROIT INSTITUTE OF ARTS 1,250,000
    FRESH AIR SOCIETY
    6735 TELEGRAPH ROAD SUITE 380
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT SCHOLARSHIP ENDOWMENT AND A FEASIBILITY STUDY FOR THE HENRY M. BUTZEL CONFERENCE CENTER 575,130
    FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN INC
    79 MADISON AVE 8TH FLOOR
    NEW YORK,NY10016     		  PC TO SUPPORT CONSTRUCTION OF THE SCHOOL'S NEW DOWNTOWN CAMPUS IN JERUSALEM 1,000,000
    FRIENDS OF ELNET
    641 LEXINGTON AVENUE 17TH FLOOR
    NEW YORK,NY10022     		  PC TO SUPPORT THE BRUSSELS OFFICE AND TO SUPPORT THE CREATION OF HIGH-LEVEL PROGRAMMING FOR ISRAEL DELEGATIONS 300,000
    FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY INC
    51 WEST 52ND STREET 31ST FLOOR
    NEW YORK,NY10019     		  PC TO SUPPORT THE REFRESH OF THE DAVIDSON CENTER, INCLUDING THE LIGHTING PROJECT AND ENTRANCE TUNNEL OF THE JERUSALEM ARCHAEOLOGICAL PARK 2,000,000
    GESHER FOUNDATION INC
    511 6TH AVENUE SUITE 444
    NEW YORK,NY10011     		  PC GESHER LEADERSHIP INSTITUTE 75,000
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC COVID-19 EMERGENCY RESPONSE EFFORTS 25,000
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC GENERAL OPERATING SUPPORT 100,000
    GLEANERS COMMUNITY FOOD BANK INC
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC GENERAL OPERATING SUPPORT 150,000
    GLOBAL DETROIT
    4444 2ND AVE
    DETROIT,MI48201     		  PC GLOBAL ENTREPRENEUR- IN-RESIDENCE PROGRAM PILOT AND GLOBAL TALENT RETENTION INITIATIVE SUPPORT 500,000
    HAROLD GRINSPOON FOUNDATION
    67 HUNT STREET SUITE 100
    AGAWAM,MA01001     		  SO I TO SUPPORT THE PJ LIBRARY ALLIANCE 1,000,000
    HAZON INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC FOR CONTINUED SUPPORT FOR THE DETROIT OFFICE 1,350,000
    HAZON INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC TO SUPPORT COHORT 4 OF CLERGY LEADERSHIP INCUBATOR (CLI) AND THE FINAL KENISSA: COMMUNITIES OF MEANING NETWORK GATHERING 165,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE 5A
    DETROIT,MI48202     		  PC TO CREATE THE GLOBAL TECHNOLOGY DEVELOPMENT PROGRAM AT HF INNOVATIONS, TO IDENTIFY AND CO-DEVELOP HEALTHCARE TECHNOLOGIES FROM TARGETED INNOVATION REGIONS AROUND THE GLOBE, INCLUDING ISRAEL AND INDIA 1,063,611
    HILLEL DAY SCHOOL OF METROPOLITAN DETROIT
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		  PC TO SUPPORT DAY SCHOOL TUITION ASSISTANCE 1,364,904
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 8TH STREET
    WASHINGTON,DC20001     		  PC TO SUPPORT ISRAEL ACTION PLAN 200,000
    IMAGINATION PRODUCTIONS INC DBA OPENDOR MEDIA
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		  PC PRODUCTION AND DISTRIBUTION OF EDUCATIONAL FILMS, VIDEOS, AND EDUCATIONAL FILMS AND RESOURCES PROMOTING ISRAEL AND JUDAISM. 250,000
    INDUSTRIAL SEWING AND INNOVATION CENTER
    5800 CASS AVE
    DETROIT,MI48202     		  PC INDUSTRIAL SEWING PLANNING, TRAINING, AND BUSINESS ATTRACTION 600,000
    INVEST DETROIT FOUNDATION
    600 RENAISSANCE CENTER SUITE 1710
    DETROIT,MI482431802     		  PC STRATEGIC NEIGHBORHOOD FUND 750,000
    ISAAC AGREE DOWNTOWN SYNAGOGUE
    1457 GRISWOLD
    DETROIT,MI48226     		  PC TO SUPPORT THE CAPITAL CAMPAIGN PROJECT, SUSTAINED SUPPORT FOR OPERATIONS AND ENHANCED BUILDING AND SPACE ACTIVATION. 157,233
    JAZZ AT LINCOLN CENTER INC
    3 COLUMBUS CIRCLE 12TH FLOOR
    NEW YORK,NY10019     		  PC IN MEMORY OF DAVID STERN, NBA COMMISSIONER EMERITUS 75,000
    JEAN AND SAMUEL FRANKEL JEWISH ACADEMY OF METROPOLITAN DETROIT
    6600 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC TO SUPPORT EDUCATION AND MARKETING REFORM 475,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENI
    121 STEUART STREET SUITE 301
    SAN FRANCISCO,CA94105     		  PC SUPPORT CURRICULUM DEVELOPMENT AND TEACHER TRAININGS 75,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT THE JFMD EMERGENCY FUND 1,000,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT COMMUNITY SECURITY EFFORTS 500,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT FEDERATION'S 2021 ANNUAL CAMPAIGN AND JLABS 1,850,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC MEMBERSHIP DUES 15,000
    JEWISH THEOLOGICAL SEMINARY OF AMERICA
    3080 BROADWAY
    NEW YORK,NY10027     		  PC GENERAL OPERATING SUPPORT FOR THE WILLIAM DAVIDSON GRADUATE SCHOOL OF JEWISH EDUCATION 800,000
    JEWISH THEOLOGICAL SEMINARY OF AMERICA
    3080 BROADWAY
    NEW YORK,NY10027     		  PC SUPPORT FOR THE WILLIAM DAVIDSON GRADUATE SCHOOL OF JEWISH EDUCATION 200,000
    JPRO NETWORK INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC SUPPORT FOR RISE PROGRAM 50,000
    JPRO NETWORK INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC MEMBERSHIP DUES 5,000
    JTA-MJL NEW CORP
    24 WEST 30TH STREET 4TH FLOOR
    NEW YORK,NY10001     		  PC TO SUPPORT THE STUDY "MEASURING THE IMPACT OF JEWISH DIGITAL MEDIA" 35,000
    JTA-MJL NEW CORP
    24 WEST 30TH STREET 4TH FLOOR
    NEW YORK,NY10001     		  PC TO SUPPORT ADVANCING AND DEEPENING ONLINE JEWISH LEARNING FOR INDIVIDUALS AND COMMUNITIES 150,000
    MAOZ-SEAL INC
    HAMELACHA 4 ENTRANCE B
    LOD   71520
    IS     		  NC GENERAL OPERATING SUPPORT 250,000
    MECHON HADAR
    190 AMSTERDAM AVE
    NEW YORK,NY10023     		  PC HADAR INSTITUTE'S PEDAGOGY OF PARTNERSHIP (POP) IN DETROIT DAY SCHOOLS AND CONGREGATIONS AND TO EXPAND AND STRENGTHEN THE IMMERSIVE LEARNING PROGRAM 300,000
    MICHIGAN ISRAEL BUSINESS ACCELERATOR FOUNDATION
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL OPERATING SUPPORT 200,000
    MICHIGAN ISRAEL BUSINESS ACCELERATOR FOUNDATION
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL OPERATING SUPPORT 50,000
    MICHIGAN NONPROFIT ASSOCIATION
    330 MARSHALL STREET SUITE 200
    LANSING,MI48912     		  PC TO SUPPORT COVID-19 EMERGENCY RESPONSE EFFORTS: COORDINATED SUPPORTS FOR REGIONAL NONPROFITS 200,000
    MIDTOWN DETROIT INC
    3939 WOODWARD AVE SUITE 100
    DETROIT,MI48201     		  PC TO SUPPORT THE DLECTRICITY 2020 FESTIVAL 225,000
    MIDTOWN DETROIT INC
    3939 WOODWARD AVE SUITE 100
    DETROIT,MI48201     		  PC MIDTOWN CULTURAL CONNECTIONS PROJECT AND GENERAL OPERATING SUPPORT 175,000
    MIDTOWN DETROIT INC
    3939 WOODWARD AVE SUITE 100
    DETROIT,MI48201     		  PC MIDTOWN CULTURAL CONNECTIONS CONCEPTUAL PLANNING PHASE 500,000
    NLI USA INC
    25 W 45TH STREET SUITE 1405
    NEW YORK,NY10036     		  PC TO SUPPORT THE NATIONAL LIBRARY OF ISRAEL'S ACQUISITION AND SUBSEQUENT DIGITIZATION OF SIGNIFICANT ARTIFACTS, DOCUMENTS, PHOTOGRAPHS, PERSONAL PAPERS AND OTHER ITEMS FROM ITS COLLECTIONS, AS WELL AS FOR THE RELATED CULTURAL NEEDS SUCH AS EXHIBITIONS 1,000,000
    ONWARD ISRAEL USA INC
    310 GRANT STREET
    PITTSBURGH,PA15219     		  PC TO SUPPORT GENERAL OPERATIONS AND TO ESTABLISH A MICHIGAN COHORT 1,250,000
    REBOOT INC
    245 RUSSELL ST UNIT 20
    HADLEY,MA01035     		  PC TO SUPPORT CONTINUED GENERAL OPERATING AND EXPANSION OF THE DETROIT OFFICE 200,000
    REPAIR THE WORLD INC
    1460 BROADWAY SUITE 1703
    NEW YORK,NY10036     		  PC SUPPORT THE REPAIR THE WORLD DETROIT COMMUNITIES PROGRAM 125,000
    SCORE FOUNDATION
    1175 HERNDON PARKWAY SUITE 900
    HERNDON,VA20170     		  PC TO SUPPORT ENTREPRENEURSHIP MENTOR RECRUITMENT AND TRAINING IN SOUTHEAST MICHIGAN 110,000
    SEFARIA INC
    195 MONTAGUE STREET 14TH FLOOR
    BROOKLYN,NY11201     		  PC TO SUPPORT THE DEVELOPMENT OF SEFARIA'S PLATFORM AS A TRANSFORMATIVE FORCE IN JEWISH EDUCATION, LITERACY AND LEARNING; AND IMPROVE QUALITY AND ACCESSIBILITY OF THE WILLIAM DAVIDSON TALMUD 1,200,000
    SHABBAT PROJECT INC DBA ONE TABLE
    79 MADISON AVE FLOOR 2
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT 150,000
    SOUTH OAKLAND SHELTER
    46156 WOODWARD AVENUE
    PONTIAC,MI48342     		  PC TO SUPPORT THE COVID-19 EMERGENCY FOOD & SHELTER FUND 100,000
    SOUTHEAST MICHIGAN COMMUNITY ALLIANCE INC
    25363 EUREKA ROAD
    TAYLOR,MI48180     		  PC TO SUPPORT THE WORKFORCE INTELLIGENCE NETWORK'S ASSET MAPPING AND SOCIAL NETWORK ANALYSIS (SNA) OF THE ENTREPRENEURSHIP ECOSYSTEM IN SOUTHEAST MICHIGAN 100,000
    THE DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		  PC TO SUPPORT THE REGIONAL OUTREACH PLAN 600,000
    THE GEORGE WASHINGTON UNIVERSITY
    2121 I STREET NW SUITE 601
    WASHINGTON,DC20052     		  PC TO SUPPORT RESEARCH FUNDING FOR INSIGHT INTO THE CAREER ARC OF JEWISH EDUCATORS 100,000
    THE ISRAEL SCIENCE FOUNDATION
    43 JABOTINSKY STREET PO BOX 4040
    JERUSALEM   91040
    IS     		  NC TO SUPPORT COVID-19 RESEARCH EFFORTS 250,000
    THE JEWISH PEOPLE POLICY INSTITUTE
    GIVAT RAM CAMPUS POB 39156
    JERUSALEM   91319
    IS     		  NC GENERAL OPERATING SUPPORT 400,000
    THE MICHIGAN WOMEN'S FOUNDATION DBA MICHIGAN WOMEN FORWARD
    1155 BREWERY PARK BLVD SUITE 350
    DETROIT,MI48207     		  PC PROGRAM OPERATING SUPPORT FOR THE COMMUNITY IMPACT NOTE INITIATIVE 350,000
    THE SCHECHTER INSTITUTES INC
    101 GREENWOOD AVENUE
    JENKINTOWN,PA19046     		  PC GENERAL OPERATING SUPPORT 900,000
    THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    475 RIVERSIDE DRIVE SUTIE 1450
    NEW YORK,NY10115     		  PC SOUTHEAST MICHIGAN JEWISH THOUGHT LEADERSHIP ADVANCEMENT: ONE-YEAR EXTENSION OF METRO DETROIT JEWISH LEADERSHIP AND COMMUNITY DEVELOPMENT PILOT 400,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC WILLIAM DAVIDSON FOUNDATION EMPLOYEES MATCHING GIFT PHILANTHROPIC FUND 50,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC WILLIAM DAVIDSON FOUNDATION DIRECTOR DISCRETIONARY PHILANTHROPIC FUND 540,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC EXTENSION OF WILLIAM DAVIDSON JEWISH COLLEGE LOAN PROGRAM 1,000,000
    UNITED WAY FOR SOUTHEASTERN MICHIGAN
    3011 W GRAND BLVD SUITE 500
    DETROIT,MI48202     		  PC $20,000 FOR THE DETROIT WORKFORCE FUNDERS COLLABORATIVE AND $50,000 FOR UWSEMS COVID-19 COMMUNITY RESPONSE FUND 70,000
    VENTURE FOR AMERICA INC
    307 7TH AVE SUITE 1201
    NEW YORK,NY10001     		  PC TO SUPPORT 12 FELLOWS/YEAR AND STAFFING TO SUPPORT STUDENT RECRUITMENT 440,000
    VENTURE FOR AMERICA INC
    307 7TH AVE SUITE 1201
    NEW YORK,NY10001     		  PC TO SUPPORT THE SUMMER TRAINING CAMP PROGRAM IN DETROIT 100,000
    WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036     		  PC SUPPORT FOR THE WILLIAM DAVIDSON DISTINGUISHED FELLOW AND YOUNG SCHOLARS PROGRAM 825,000
    WAYNE STATE UNIVERSITY RESEARCH & TECHNOLOGY PARK IN THE CITY OF DETROIT
    440 BURROUGHS
    DETROIT,MI48202     		  PC GENERAL OPERATING SUPPORT 550,000
    WAYNE STATE UNIVERSITY RESEARCH & TECHNOLOGY PARK IN THE CITY OF DETROIT
    440 BURROUGHS
    DETROIT,MI48202     		  PC TOAST OF THE TOWN FEATURING THE 5TH ANNUAL SALUTE AWARDS 20,000
    WEXNER FOUNDATION
    8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		  POF TO SUPPORT THE WEXNER GRADUATE FELLOWSHIP/ DAVIDSON SCHOLARS PROGRAM 910,375
    Total .................................bullet 3a 51,663,653
    bApproved for future payment
    DETROIT JEWISH NEWS FOUNDATION INC
    29200 NORTHWESTERN HWY SUITE 110
    SOUTHFIELD,MI48034     		  PC GENERAL OPERATING SUPPORT AS THE DETROIT JEWISH NEWS TRANSITIONS TO A NON-PROFIT ENTITY 150,000
    IMAGINATION PRODUCTIONS INC DBA OPENDOR MEDIA
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		  PC PRODUCTION AND DISTRIBUTION OF EDUCATIONAL FILMS, VIDEOS, AND EDUCATIONAL FILMS AND RESOURCES PROMOTING ISRAEL AND JUDAISM. 100,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC TO SUPPORT 'ANGEL' LEVEL SPONSORSHIP OF 2021 PROGRAMMING 85,000
    MICHIGAN ISRAEL BUSINESS ACCELERATOR FOUNDATION
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		  PC GENERAL OPERATING SUPPORT 125,000
    Total .................................bullet 3b 460,000
    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....     14 14,587,530  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 200,012  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 -189,003 18 42,857,392  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a0020 K-1     		    14 -1,391  
    b0046 K-1     14 -48,927  
    c0048 K-1     14 -769,693  
    d0048 K-1 900099 -2,374,640      
    e0049 K-1     14 -312,049  
    f0049 K-1 900099 117,865      
    g0050 K-1     14 -6,091,602  
    h0050 K-1 900099 -70,679      
    i0052 K-1     14 -209,453  
    j0059 K-1     14 1,456,747  
    k0059 K-1 900099 -30,221      
    l0060 K-1     14 -2,053,699  
    m0060 K-1 900099 27,639      
    n0061 K-1     14 -881,476  
    o0061 K-1 900099 -81,170      
    12 Subtotal. Add columns (b), (d), and (e).. -2,600,209 48,733,391 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    46,133,182
    (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
    WILLIAM DAVIDSON FOUNDATION
     
    Employer identification number

    20-3899187
    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
    WILLIAM DAVIDSON FOUNDATION
          		Employer identification number
    20-3899187
    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
    WILLIAM M DAVIDSON TRUST
     
    TWO TOWNE SQUARE SUITE 905
     
    SOUTHFIELD, MI48076

    		$ 209,125


    (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.)
    (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
    WILLIAM DAVIDSON FOUNDATION
          		Employer identification number

    20-3899187
    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
    WILLIAM DAVIDSON FOUNDATION
          		Employer identification number

    20-3899187
    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:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX 51,250 1,169   50,080

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ARTWORK 2015-10-27 168,155   NC 0 % 0 0    
    HARDWARE 2019-01-03 21,482 6,951 SL 5.000000000000 4,296 0    
    SOFTWARE 2019-12-09 15,108 3,116 SL 3.000000000000 3,361 0    
    LEASEHOLD IMPROVEMENTS 2014-12-31 698,460 560,600 SL 7.000000000000 91,906 0    
    FURNITURE & EQUIPMENT 2015-03-01 320,150 219,968 SL 7.000000000000 42,859 0    
    CONSTRUCTION IN PROGRESS 2019-06-30 1,686,027   NC 0 % 0 0    
    LEASEHOLD IMPROVEMENTS 2020-08-05 292,154   SL 11.000000000000 13,280 0    
    LAND 2020-09-30 3,502,335   L 0 % 0 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WEXNER FOUNDATION
          		8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		2016-02-22 3,825,000 FOR SUPPORT OF THE DAVIDSON SCHOLARS AND WEXNER GRADUATE FELLOWSHIP 3,825,000 NONE 11/1/2017, 2/15/2018, 2/28/2018, 10/05/2020    
    WEXNER FOUNDATION
          		8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		2019-01-25 2,485,375 FOR SUPPORT OF THE DAVIDSON SCHOLARS AND WEXNER GRADUATE FELLOWSHIP 2,485,375 NONE 10/21/2020, 10/08/2021    
    CLOVER HILL PARK CEMETERY PERPETUAL TRUST FUND
          		2425 EAST FOURTEEN MILE ROAD
    BIRMINGHAM,MI48009     		2019-10-23 250,000 RENOVATION AND UPDATING, INCLUDING SECURITY UPGRADES OF THE DAVIDSON-HERMELIN CHAPEL 250,000 NONE 10/15/2020    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Name of Stock End of Year Book Value End of Year Fair Market Value
    0003 4,791,864 6,766,569

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    US Government Securities - End of Year Book Value:

    78,313,519
    US Government Securities - End of Year Fair Market Value:

    77,144,859
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    0016 FMV 1,105,001 1,104,687
    0020 FMV 107,169 4,722
    0023 FMV 500 801,123
    0046 FMV 3,745,424 5,072,489
    0048 FMV 146,918,567 194,567,021
    0049 FMV 24,835,575 21,617,175
    0050 FMV 425,627,949 541,675,920
    0051 FMV 246,859,969 416,443,348
    0052 FMV 87,515,774 120,717,982
    0056 FMV 0 82,280
    0058 FMV 16,006,700 18,311,071
    0059 FMV 4,143,874 4,485,581

    TY 2020 LandEtcSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ARTWORK 168,155 0 168,155  
    HARDWARE 21,482 11,247 10,235  
    SOFTWARE 15,108 6,477 8,631  
    LEASEHOLD IMPROVEMENTS 698,460 652,506 45,954  
    FURNITURE & EQUIPMENT 320,150 262,827 57,323  
    CONSTRUCTION IN PROGRESS 1,686,027 0 1,686,027  
    LEASEHOLD IMPROVEMENTS 292,154 13,280 278,874  
    LAND 3,502,335 0 3,502,335  


    TY 2020 LegalFeesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 64,471 9,568   54,902


    TY 2020 OtherAssetsSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ORGANIZATIONAL COST 98,755 98,755 98,755
    ACCUMULATED AMORTIZATION -92,172 -98,755 -98,755
    NOTE RECEIVABLE 3,507,966 2,607,966 2,974,372


    TY 2020 OtherDecreasesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Amount
    OTHER CHANGE IN FUND BALANCE 4,065


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIABILITY INSURANCE 56,233 1,283   54,950
    POSTAGE & MAILING 1,834 42   1,792
    OFFICE SUPPLIES 15,883 228   15,655
    SUBSCRIPTIONS & BOOKS 6,158 141   6,017
    OFFICE MAINTENANCE 1,412 32   1,380
    HARDWARE & SOFTWARE 78,837 1,197   77,640
    TELECOMMUNICATIONS 7,078 162   6,916
    FURNITURE & EQUIPMENT 84,309 50   84,259
    BRANDING 1,241 0   1,241
    MEMBERSHIP DUES 16,380 16   16,364
    PAYROLL & BENEFITS SERVICE FEES 30,219 690   29,529
    BANKING FEES 28,653 654   27,999
    MISCELLANEOUS EXPENSES 10,078 230   9,848
    TEAM BUILDING 6,628 151   6,477


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NOTES RECEIVABLE 200,000 193,599 0
    IRS INTEREST 12 12 0
    0020 K-1 -1,391 -1,391 -1,391
    0046 K-1 -48,927 -48,927 -48,927
    0048 K-1 -769,693 -769,693 -769,693
    0048 K-1 -2,374,640   -2,374,640
    0049 K-1 -312,049 -312,049 -312,049
    0049 K-1 117,865   117,865
    0050 K-1 -6,091,602 -6,091,602 -6,091,602
    0050 K-1 -70,679   -70,679
    0052 K-1 -209,453 -209,453 -209,453
    0059 K-1 1,456,747 1,456,747 1,456,747
    0059 K-1 -30,221   -30,221
    0060 K-1 -2,053,699 -2,053,699 -2,053,699
    0060 K-1 27,639   27,639
    0061 K-1 -881,476 -881,476 -881,476
    0061 K-1 -81,170   -81,170


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Amount
    PARTNERSHIP K-1 INCOME 555,914


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSIT LIABILITY 8,335 9,538


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 46,497 1,061   45,435
    HUMAN RESOURCES CONSULTING 35,000 799   34,201
    COMMUNICATIONS & WEBSITE CONSULTING 47,926 0   47,926
    PROGRAMMATIC CONSULTING 444,427 0   444,427
    TECHNOLOGY CONSULTING 187,332 4,275   183,054
    OTHER PROFESSIONAL FEES 3,774 14   3,760
    INVESTMENT CONSULTING FEES 4,451,398 5,483,244   0
    ADVISORY FEES 37,638 37,638   0
    COMMISSIONS ON FUTURES CONTRACTS 1,564 1,564   0


    TY 2020 TaxesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    0050 K-1 FOREIGN TAXES PAID 298,746 298,746   0
    0052 K-1 FOREIGN TAXES PAID 131,510 131,510   0
    0061 K-1 FOREIGN TAXES PAID 1 1   0
    0046 K-1 FOREIGN TAXES PAID 71 71   0
    0049 K-1 FOREIGN TAXES PAID 466 466   0
    FEDERAL EXCISE TAX 713,508 0   0