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
THE SAMUEL L WESTERMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)40100 WOODWARD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48304
A Employer identification number

23-7108795
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,412,738J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 149,611 149,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 24,782
b Gross sales price for all assets on line 6a 450,000
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment 9,793 9,793  
12 Total. Add lines 1 through 11........ 184,186 159,404  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 8,908      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,355 4,286    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,243      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,473      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,979 4,286   0
25 Contributions, gifts, grants paid....... 523,754 523,754
26 Total expenses and disbursements. Add lines 24 and 25 559,733 4,286   523,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -375,547
b Net investment income (if negative, enter -0-) 155,118
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............. -1,386 21,639 21,639
2 Savings and temporary cash investments......... 531,145 400,013 400,013
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,238,575 4,971,685 9,991,086
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,768,334 5,393,337 10,412,738
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 5,768,334 5,393,337
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)..... 5,768,334 5,393,337
30 Total liabilities and net assets/fund balances (see instructions). 5,768,334 5,393,337
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
5,768,334
2
Enter amount from Part I, line 27a .....................
2
-375,547
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
550
4
Add lines 1, 2, and 3 ..........................
4
5,393,337
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
5,393,337
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 2,156
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 2,156
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,156
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,468
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -3468 7 3,468
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 1,312
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,312 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)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletJames H LoPrete Telephone no.bullet (248) 594-5770

    Located atbullet41000 Woodward Avenue Suite 310 EasBloomfield HillsMI ZIP+4bullet48304
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
    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
     
     
    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
    James H LoPrete President
    2.00     		2,000 0 0
    41000 Woodward Avenue Suite 310 Eas
    Bloomfield Hills,MI48304
    Martha M Muir Vice President
    2.00     		2,000 0 0
    14532 Indian Trails Drive
    Grand Haven,MI49417
    Kent G LoPrete Vice President
    1.00     		2,000 0 0
    81 Mawsons Way
    Newberry,SC29108
    Cameron K Muir Treasurer
    3.00     		5,000 0 0
    1575 Pontiac SE
    Grand Rapids,MI49506
    Gordon J Muir Vice President
    1.00     		2,000 0 0
    2602 Beacon Hill Dr Apt 110
    Auburn Hills,MI48326
    Ruth R LoPrete Grant Officer
    6.00     		1,500 0 0
    5020 N Park Avenue
    Indianapolis,IN46205
    Mary M Lyneis Secretary
    2.00     		0 0 0
    41000 Woodward Avenue Suite 310 Eas
    Bloomfield Hills,MI48304
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    8,981,193
    b
    Average of monthly cash balances.......................
    1b
    220,679
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,201,872
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,201,872
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    138,028
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,063,844
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    453,192
    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
    453,192
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,156
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,156
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    451,036
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    451,036
    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
    451,036
    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
    523,754
    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
    523,754
    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
    523,754
    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 7 451,036
    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...... 99,913
    b From 2016...... 127,036
    c From 2017...... 81,476
    d From 2018...... 88,254
    e From 2019...... 525,400
    fTotal of lines 3a through e........ 922,079
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 523,754
    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)........     		0
    d Applied to 2020 distributable amount..... 451,036
    e Remaining amount distributed out of corpus 72,718
    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 5 994,797
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		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) ...     		99,913
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		894,884
    10 Analysis of line 9:
    a Excess from 2016.... 127,036
    b Excess from 2017.... 81,476
    c Excess from 2018.... 88,254
    d Excess from 2019.... 525,400
    e Excess from 2020.... 72,718
    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).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RUTH LOPRETE
    5020 NORTH PARK AVENUE
    INDIANAPOLIS,IN46205
    (248) 835-3002
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FURNISHING PURPOSE AND COPY OF EXEMPT STATUS
    cAny submission deadlines:
    NONE
    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
    ADRIAN DOMINICAN SISTERS
    2357 E SIENNA HEIGHTS DRIVE
    ADRIAN,MI49221     		  501(c)(3) RELIGIOUS 2,000
    AGE WELL SERVICES
    560 SEMINOLE ROA
    MUSKEGON,MI49444     		  501(c)(3) CHARITABLE 1,000
    ALMA FIRST CHURCH OF GOD
    200 W SUPERIOR ST
    ALMA,MI48801     		  501(c)(3) RELIGIOUS 1,500
    ALLENDALE CHRISTIAN SCHOOL
    11050 64TH AVE
    ALLENDALE,MI49401     		  501(c)(3) EDUCATIONAL 6,000
    ALZHEIMER'S ASSOCIATION GREAT MICHIGAN CHAPTER
    25200 TELEGRAPH RD STE 100
    SOUTHFIELD,MI48033     		  501(c)(3) CHARITABLE 5,000
    AMERICAN PIANISTS ASSOCIATION INC
    4603 CLARENDON RD STE 030
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 500
    ANTHENAEUM FOUNDATION
    401 E MICHIGAN ST
    INDIANAPOLIS,IN46204     		  501(c)(3) CHARITABLE 500
    BLUE LAKE RADIO
    300 E CRYSTAL LAKE ROAD
    TWIN LAKE,MI49457     		  501(c)(3) CHARITABLE 1,000
    BOYS AND GIRLS CLUB OF GREATER HOLLAND
    435 VAN RAALTE AVE
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    BOY SCOUTS OF AMERICA - GERALD FORD COUNCIL
    3213 WALKER AVE NW
    GRAND RAPIDS,MI49544     		  501(c)(3) CHARITABLE 2,000
    BRICKS TO BREAD
    3870 YOSEMITE AVENUE
    ST LOUIS PARK,MN55416     		  501(c)(3) CHARITABLE 1,500
    BROADWAY GRAND RAPIDS
    122 LYON ST NW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 1,000
    CALVIN COLLEGE
    3201 BURTON ST SE
    GRAND RAPIDS,MI49546     		  501(c)(3) EDUCATIONAL 8,000
    CAMP BLODGETT
    528 BEIDGE ST NW STE 6
    GRAND RAPIDS,MI49504     		  501(c)(3) CHARITABLE 3,000
    CAMP SUNSHINE
    291 W LAKEWOOD BLVD STE G
    HOLLAND,MI49424     		  501(c)(3) CHARITABLE 3,000
    CAMP WESTMINSTER
    17567 HUBBELL ST
    DETROIT,MI48235     		  501(c)(3) CHARITABLE 32,000
    CAPPUCHIN COMMUNITY CENTER
    1820 MOUNT ELLIOTT ST
    DETROIT,MI48207     		  501(c)(3) CHARITABLE 2,500
    CEDARVILLE UNIVERSITY
    251 N MAIN STREET
    CEDARVILLE,OH45314     		  501(c)(3) EDUCATIONAL 5,000
    CLAUSSEN ALZ
    25200 TELEGRAPH RD STE 100
    SOUTHFIELD,MI48033     		  501(c)(3) CHARITABLE 2,000
    COALITION ON TEMPORARY SHELTER
    26 PETERBORO ST
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 1,000
    COLLEGE YEARS IN ATHENS
    1035 CAMBRIDGE ST STE 21E
    CAMBRIDGE,MA02141     		  501(c)(3) EDUCATIONAL 2,000
    COMMUNITY ACTION HOUSE
    345 W 14TH STREET
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    CORNERSTONE COLLEGE
    1001 E BELTLINE AVE NE
    GRAND RAPIDS,MI49525     		  501(c)(3) EDUCATIONAL 6,000
    CRU
    100 LAKE HART DRIVE
    ORLANDO,FL32832     		  501(c)(3) CHARITABLE 1,500
    CULVER EDUCATIONAL FOUNDATION
    1300 ACADEMY RD
    CULVER,IN46511     		  501(c)(3) EDUCATIONAL 2,500
    CURE INTERNATIONAL
    17011 HICKORY ST
    SPRING LAKE,MI49456     		  501(c)(3) CHARITABLE 2,000
    DETROIT CRISTO REY HIGH SCHOOL
    5679 WEST VERNOR HIGHWAY
    DETROIT,MI48209     		  501(c)(3) EDUCATIONAL 2,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 2,000
    DETROIT METROPOLITAN YOUTH FOR CHRIST
    1825 MARTIN LUTHER KING JR BLV
    DETROIT,MI48208     		  501(c)(3) RELIGIOUS 1,000
    DETROIT PAL
    111 WEST WILLIS
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 2,000
    DETROIT RESCUE MISSION
    15 STIMSON ST
    DETROIT,MI48201     		  501(c)(3) RELIGIOUS 1,000
    DETROIT SYMPHONY ORCHESTRA HALL
    3711 WOODWARD AVE
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 2,000
    DEPAUW UNIVERSITY
    PO BOX 37
    GREENCASTLE,IN46135     		  501(c)(3) EDUCATIONAL 30,000
    DOWN SYNDROME ASSOCIATION OF WEST MICHIGAN
    233 FULTON ST STE 124
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 3,000
    EASTER SEALS OF MICHIGAN
    2399 E WALTON BLVD
    AUBURN HILLS,MI48326     		  501(c)(3) CHARITABLE 5,000
    EBENEZER CHRISTIAN SCHOOL
    PO BOX 158
    ELLSWORTH,MI49729     		  501(c)(3) EDUCATIONAL 10,000
    ECUMENICAL THEOLOGICAL SEMINARY
    2930 WOODWARD AVE
    DETROIT,MI48201     		  501(c)(3) EDUCATIONAL/RELIGIOUS 2,000
    EXALTA HEALTH
    2060 DIVISION AVE SOUTH
    GRAND RAPIDS,MI49507     		  501(c)(3) CHARITABLE 1,500
    FINLANDIA UNIVERSITY
    601 QUINCY ST
    HANCOCK,MI49930     		  501(c)(3) EDUCATIONAL 10,000
    FORGIVEN MINISTRIES INC
    200 MACEDONIA CHURCH ROAD
    TAYLORSVILLE,NC28681     		  501(c)(3) RELIGIOUS 1,000
    FORGOTTEN MAN MINISTRIES
    3940 FRUIT TIDGE NW
    GRAND RAPIDS,MI49544     		  501(c)(3) RELIGIOUS 2,000
    FRIENDS OF BALBOA PARK
    2125 PARK BLVD
    SAN DIEGO,CA90101     		  501(c)(3) CHARITABLE 500
    FRIENDS OF THE DETROIT PUBLIC LIBRARY
    5201 WOODWARD AVE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 5,000
    FORT STREET PRESBYTERIAN CHURCH
    631 W FORT ST
    DETROIT,MI48226     		  501(c)(3) RELIGIOUS 2,500
    FOUR POINTS CENTER - CENTER FOR SUCCESSFUL AGING
    1051 S BEACON BLVD
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GALWAY UNIVERSITY FOUNDATION INC
    243 FIFTH AVENUE STE 111
    NEW YORK,NY10016     		  501(c)(3) EDUCATIONAL 5,000
    THE GIDEONS INTERNATIONAL
    PO BOX 361
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRACIOUS GROUNDS
    PO BOX 393
    SPRING LAKE,MI49456     		  501(c)(3) CHARITABLE 1,000
    GRAND HAVEN AREA COMMUNITY FOUNDATION
    ONE SOUTH HARBOR
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRAND HAVEN AREA PUBLIC SCHOOLS
    16001 FARRIS ST
    GRAND HAVEN,MI49417     		  501(c)(3) EDUCATIONAL 1,000
    GRAND HAVEN LIGHTHOUSE CONSERVANCY
    1 SOUTH HARBOR DRIVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRAND RAPIDS ART MUSEUM
    101 MONORE CENTER
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    GRAND RAPIDS BLADES
    2600 VILLAGE DRIVE SE
    GRAND RAPIDS,MI49506     		  501(c)(3) CHARITABLE 1,000
    GRAND RAPIDS CHRISTIAN SCHOOLS
    2400 PLYMOUTH AVE SE
    GRAND RAPIDS,MI49506     		  501(c)(3) EDUCATIONAL 6,000
    GRAND VALLEY STATE UNIVERSITY - SIEDMAN COLLEGE OF BUSINESS
    301 FULTON STREET W PO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 15,000
    GRAND VALLEY STATE UNIVERSITY - NURSING ENDOWMENT EXTENSION
    301 FULTON STREET WPO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 5,000
    GRAND VALLEY STATE UNIVERSITY
    301 FULTON STREET W PO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 1,000
    HARBOR HUMANE SOCIETY
    14345 BAGLEY ST
    WEST OLIVE,MI49460     		  501(c)(3) CHARITABLE 2,000
    HAVEN FOUNDATION
    801 VANGUARD DR
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 1,000
    HENRY FORD HEALTH SYSTEMS
    EXECUTIVE OFFICES 1 FORD PLACE STE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 5,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE ST
    HILLSDALE,MI49242     		  501(c)(3) EDUCATIONAL 5,000
    HOLLAND RESCUE MISSION
    356 FAIRBANKS AVE
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    HOLLAND SYMPHONY ORCHESTRA
    PO BOX 2685
    HOLLAND,MI49422     		  501(c)(3) CHARITABLE 1,500
    HOPE COLLEGE
    DEWITT CENTER 141 EAST 12TH ST PO B
    HOLLAND,MI49422     		  501(c)(3) EDUCATIONAL 6,500
    HOPE INCHOPE HOSPITALITY AND WARMING CENTER INC
    249 BALDWIN AVE
    PONTIAC,MI48342     		  501(c)(3) CHARITABLE 2,000
    HUMANITY FOR PRISONERS
    PO BOX 687
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 2,000
    INDIAN TRIALS CAMP
    0-1859 LAKE MICHIGAN DR
    GRAND RAPIDS,MI49534     		  501(c)(3) CHARITABLE 3,000
    INDIANA UNIVERSITY FOUNDATION
    301 UNIVERSITY BLD STE 1031
    INDIANAPOLIS,IN46202     		  501(c)(3) EDUCATIONAL 10,000
    INDIANAPOLIS CHAMBER ORCHESTRA
    4603 CLARENDON ROOM 036
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 2,000
    INNER CITY CHRISTIAN FEDERATION
    920 CHERRY ST SE
    GRAND RAPIDS,MI49506     		  501(c)(3) RELIGIOUS 2,000
    INSTITUTE FOR HUMANE STUDIES
    VERNON SMITH HALL 1ST FLOOR 3434 WA
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    JENSEN BEACH COMMUNITY CHURCH
    3900 NORTHEAST SKYLINE DR
    JENSEN BEACH,FL34957     		  501(c)(3) RELIGIOUS 3,000
    JEWISH FAMILY & CAREER SERVICES
    3587 DUTCHMANS LANE
    LOUISVILLE,KY40205     		  501(c)(3) RELIGIOUS/CHARITABLE 2,000
    JOY'S HOUSE
    2028 E BROAD RIPPLE AVE
    INDIANAPOLIS,IN46220     		  501(c)(3) CHARITABLE 750
    JUDSON CENTER
    30301 NORTHWESTERN HWY STE 100
    FARMINGTON HILLS,MI48224     		  501(c)(3) CHARITABLE 5,000
    JUDICIAL WATCH
    425 THIRD ST SW STE 800
    WASHINGTON,DC20024     		  501(c)(3) CHARITABLE 5,000
    KIDS HOPE USA
    100 S PINE ST STE 280
    ZEELAND,MI49464     		  501(c)(3) CHARITABLE 1,000
    LAKESHORE PREGNANCY CENTER
    700 WASHINGTON STE 130
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,500
    LAW ENFORCEMENT LEGAL DEFENSE FUND
    2560 HUNTINGTON AVE STE 100
    ALEXANDRIA,VA22303     		  501(c)(3) CHARITABLE 2,000
    LITTLE BROTHERS FRIENDS OF THE ELDERLY
    527 HANCOCK ST
    HANCOCK,MI49930     		  501(c)(3) CHARITABLE 1,500
    LITTLE TRAVERSE NATURE CONSERVANCY
    3264 POWELL RD
    HARBOR SPRINGS,MI49740     		  501(c)(3) CHARITABLE 2,000
    LIVINGSTON CHRISTIAN SCHOOLS
    7669 BRIGHTON RD
    BRIGHTON,MI48116     		  501(c)(3) EDUCATIONAL 5,000
    LOUTIT DISTRICT LIBRARY
    407 COLUMBUS AVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    LOVE IN ACTION OF THE TRI-CITIES
    326 N FERRY ST
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    MARTIN COUNTY LIBRARY SYSTEMBOARD OF COUNTY COMMISSIONERS
    ADMINISTRATIVE CENTER 2401 SE MONTE
    STUART,FL34996     		  501(c)(3) CHARITABLE 2,000
    MARTIN HEALTH FOUNDATIONMARTIN MEMORIAL HEALTH SYSTEMS INC
    PO BOX 9010
    STUART,FL34995     		  501(c)(3) CHARITABLE 5,000
    MARSHALL FREDRICK SCULPTURE MUSEUM
    7400 BAY RD
    SAGINAW,MI48604     		  501(c)(3) CHARITABLE 2,500
    MEDIEVAL ACADEMY OF AMERICA
    17 DUNSTER ST STE 202
    CAMBRIDGE,MA02138     		  501(c)(3) EDUCATIONAL 3,000
    MEL TROTTER MINISTRIES
    225 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    MERCATUS CENTER - GEORGE MASON UNIVERSITY FOUNDATION INC
    3434 WASHINGTON BLV 4TH FL
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    MERIDIAN KESSLER NEIGHBORHOOD ASSOCIATION
    4550 CENTRAL AVE
    INDIANAPOLIS,IN46205     		  501(c)(3) CHARITABLE 250
    MERIDIAN STREET FOUNDATION
    PO BOX 88451
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 250
    METHODIST CHILDREN'S HOME SOCIETY
    26645 W 6 MILE RD
    REDFORD TWP,MI48240     		  501(c)(3) CHARITABLE 2,000
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226     		  501(c)(3) CHARITABLE 5,000
    MOMENTUM CENTER
    714 COLUMBUS AVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    MOUNTAIN STATES LEGAL FOUNDATION
    2596 SOUTH LEWIS WAY
    LAKEWOOD,CO80227     		  501(c)(3) CHARITABLE 2,000
    MUSCULAR DISTOPHY ASSOCIATION
    2133 UNIVERSITY PARK DR STE 400
    OKEMOS,MI48864     		  501(c)(3) CHARITABLE 1,000
    MUSKEGON RESCUE MISSION
    1715 PECK ST
    MUSKEGON,MI49441     		  501(c)(3) CHARITABLE 2,000
    NATIONAL LEGAL AND POLICY CENTER
    107 PARK WASHINGTON CT
    FALLS CHURCH,VA22046     		  501(c)(3) CHARITABLE 2,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    5331 SW MACADAM AVE STE 290
    PORTLAND,OR97239     		  501(c)(3) CHARITABLE 1,000
    NORTH OTTAWA COMMUNITY HOSPITAL
    1309 SHELDON RD
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION INC
    8001 BRADDOCK RD
    SPRINGFIELD,VA22160     		  501(c)(3) CHARITABLE 2,000
    NEWFIELDS
    4000 N MICHIGAN RD
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 1,004
    NEW ERA CHRISTIAN SCHOOL
    1901 OAK AVE
    NEW ERA,MI49446     		  501(c)(3) EDUCATIONAL 6,000
    NOORTHOEK ACADEMY - GRAND RAPIDS COMMUNITY COLLEGE
    143 BOSTWICK AVE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) EDUCATIONAL 9,000
    OAKLAND FAMILY SERVICES
    114 ORCHARD LAKE RD
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 1,000
    OLD GLOBE
    PO BOX 122171
    SAN DIEGO,CA92112     		  501(c)(3) CHARITABLE 1,500
    OLD MARINER'S CHURCH
    170 EAST JEFFERSON AVE
    DETROIT,MI49226     		  501(c)(3) RELIGIOUS 2,000
    OLD NEWSBOYS GOODFELLOW FUND
    1927 ROSA PARKS BLVD
    DETROIT,MI48216     		  501(c)(3) CHARITABLE 750
    OLIVET COLLEGE
    320 SOUTH AMINT ST
    OLIVET,MI49076     		  501(c)(3) EDUCATIONAL 2,000
    ORCHARD LAKE COMMUNITY CHURCH PRESBYTERIAN
    5171 COMMERCE RD
    ORCHARD LAKE,MI48324     		  501(c)(3) RELIGIOUS 5,000
    OREGON SCHOOL'S FOUNDATION
    5721 SEAMAN RD
    OREGON,OH43616     		  501(c)(3) EDUCATIONAL 2,000
    OUTDOOR DISCOVERY CENTER
    A-4214 56TH ST
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    PACIFIC LEGAL FOUNDATION
    930G STREET
    SACRAMENTO,CA95814     		  501(c)(3) CHARITABLE 2,000
    PAWS WITH A CAUSE
    4646 SOUTH DIVISION
    WAYLAND,MI49348     		  501(c)(3) CHARITABLE 1,000
    PWEABIC POTTERY
    10125 E JEFFERSON AVE
    DETROIT,MI48214     		  501(c)(3) CHARITABLE 2,000
    PINE REST FOUNDATION
    300 68TH STREET SE PO BOX 165
    GRAND RAPIDS,MI49501     		  501(c)(3) CHARITABLE 1,000
    RESILIANCE
    180 N MICHIGAN AVE STE 600
    CHICAGO,IL60601     		  501(c)(3) CHARITABLE 1,000
    SAFE HAVEN MINISTRIES INC
    2627 BIRCHCREST DR SE
    GRAND RAPIDS,MI49506     		  501(c)(3) RELIGIOUS 3,500
    SALVATION ARMY OF METRO DETROIT
    16130 NORTHLAND DR
    SOUTHFIELD,MI48075     		  501(c)(3) CHARITABLE 750
    SAINT BALDRICK'S FOUNDATION
    1333 S MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		  501(c)(3) CHARITABLE 1,000
    SAINT JOSEPH MERCY OAKLAND
    FUND DEVELOPMENT 44405 WOODWARD AVE
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 5,000
    SAINT JOHN'S HOME - DA BLODGETT
    805 LEONARD ST NW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    SAINT LUKE'S UNITED METHODIST CHURCH PRESCHOOL
    700 EAST SOUTHWAY BLVD
    KOKOMO,IN46902     		  501(c)(3) EDUCATIONAL 1,000
    SAND CASTLES OF HENRY FORD HEALTH SYSTEM
    EXECUTIVE OFFICES 1 FORD PLACE STE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 2,000
    SPECIAL OLUMPICS OF MICHIGAN INC
    CENTRAL MICHIGAN UNIVERSITY
    MT PLEASANT,MI48859     		  501(c)(3) CHARITABLE 1,000
    SPECTRUM HEALTH FOUNDATION - NURSING
    100 MICHIGAN ST NE MC004
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    SPECTRUM HEALTH FOUNDATION - RENUCCI HOUSE
    100 MICHIGAN ST NE MC004
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    SPRING ARBOR UNIVERSITY
    106 E MAIN ST
    SPRING ARBOR,MI49283     		  501(c)(3) EDUCATIONAL 5,000
    SPRING HILL CAMPS
    PO BOX 100
    EVART,MI49631     		  501(c)(3) CHARITABLE 3,000
    TAYLOR UNIVERSITY
    236 W READE AVE
    UPLAND,IN46989     		  501(c)(3) EDUCATIONAL 5,000
    THE BEAUMONT FOUNDATION
    3711 WEST 13 MILE RD
    ROYAL OAK,MI48073     		  501(c)(3) CHARITABLE 2,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		  501(c)(3) CHARITABLE 10,000
    THE LEADERSHIP INSTITUTE
    STEVEN PJ WOOD BUILDING 1101 NORTH
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    TRAILS EDGE CAMP (U OF M MOTT CHILDREN'S HOSPITAL)
    1540 E HOSPITAL DR
    ANN ARBOR,MI48109     		  501(c)(3) CHARITABLE 1,500
    TRI-CITIES AREA HABITAT FOR HUMANITY
    600 S BEACON BLVD STE C
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 2,000
    TRI-CITIES HISTORICAL MUSEUM
    200 WASHINGTON AVE DEPOT BUILDING O
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    UNIVERSITY OF DETROIT JESUIT HS ACADEMY
    8400 S CANBRIDGE AVE
    DETROIT,MI48221     		  501(c)(3) EDUCATIONAL 6,000
    UNIVERSITY OF MICHIGAN - SWIMMING & DIVING TEAMS
    GIFT AND RECORDS ADMINITRATION 3003
    ANN ARBOR,MI48109     		  501(c)(3) EDUCATION/ATHLETICS 2,500
    UNIVERSITY OF NOTRE DAME
    DEPT OF DEVELOPMENT 1100 GRACE HALL
    NOTRE DAME,IN46556     		  501(c)(3) EDUCATIONAL 10,000
    VAN ANDEL INSITUTE
    333 BOSTWICK AVE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    WAYNE STATE UNIVERSITY INSTITUTE OF GERONTOLOGY
    87 EAST FERRY STREET 226 KNAPP BUIL
    DETROIT,MI48202     		  501(c)(3) EDUCATIONAL 10,000
    WELLSPRING FAITH BASED YOUTH DEVELOPMENT
    16743 LAMPHERE
    DETROIT,MI48219     		  501(c)(3) RELIGIOUS 1,500
    WESTSIDE CHRISTIAN ACADEMY
    9540 BRAMELL
    DETROIT,MI48239     		  501(c)(3) EDUCATIONAL 5,000
    WEST MICHIGAN SYMPHONY
    360 W WESTERN AVE STE 200 THE BLOCK
    MUSKEGON,MI49440     		  501(c)(3) CHARITABLE 5,000
    WESTMINSTER CHURCH
    17567 HUBBELL
    DETROIT,MI48235     		  501(c)(3) RELIGIOUS 10,000
    WORSHIP ON THE WATERFRONT FIRST REFORMED CHURCH
    301 WASHINGTON
    GRAND HAVEN,MI49417     		  501(c)(3) RELIGIOUS 1,000
    WRCJ
    1 CLOVER CT
    WIXOM,MI48939     		  501(c)(3) CHARITABLE 2,000
    Total .................................bullet 3a 523,754
    bApproved for future payment
    WAYNE STATE INSTITUTE OF GERONTOLOGY
    87 EAST FERRY
    DETROIT,MI48202     		  501(c)(3) MEDICAL RESEARCH 20,000
    VAN ANDEL INSTITUTE
    333 BOSTWICK AVENUE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) MEDICAL RESEARCH 60,000
    DEPAUW UNIVERSITY
    P O BOX 37
    GREENCASTLE,IN46135     		  501(c)(3) EDUCATION 10,000
    GRAND VALLEY STATE UNIVERSITY
    1 CAMPUS DRIVE
    ALLENDALE,MI49401     		  501(c)(3) EDUCATION 0
    SPECTRUM HEALTH FOUNDATION
    100 MICHIGAN STREET NE
    GRAND RAPIDS,MI49503     		  501(c)(3) HEALTH 0
    ST JOSEPH MERCY HOSPITAL DENTAL CLINIC
    44405 WOODWARD AVENUE
    PONTIAC,MI48341     		  501(c)(3) MEDICAL 0
          0
    INDIANA UNIVERSITY
    301 UNIVERSITY BLVD
    INDIANAPOLIS,IN46204     		  501(c)(3) EDUCATION 20,000
    DA BLOGETT ST JOHN'S HOME
    805 LEONARD STREET NE
    GRAND RAPIDS,MI49503     		  501(c)(3) MEDICAL 30,000
    FINLANDIA UNIVERSITY
    601 QUINCEY STREET
    HANCOCK,MI49930     		  501(c)(3) EDUCATION 20,000
    EBENEZER CHRISTIAN SCHOOL
    P O BOX 158
    ELLSWORTH,MI49729     		  501(c)(3) EDUCATION 40,000
    Total .................................bullet 3b 200,000
    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....     14 149,611  
    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 ............     		    14 24,782 24,782
    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)..   174,393 24,782
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    199,175
    (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.)
    8 Capital gain increases the amount of contributions that will be made in the future.
    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:  
    Part VI Line 7 -Original Return Overpayment: -3,468


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ADRIAN DOMINICAN SISTERS2357 E SIENNA HEIGHTS DRIVE
    ADRIAN,MI49221     		  501(c)(3) RELIGIOUS 2,000
    AGE WELL SERVICES560 SEMINOLE ROA
    MUSKEGON,MI49444     		  501(c)(3) CHARITABLE 1,000
    ALMA FIRST CHURCH OF GOD200 W SUPERIOR ST
    ALMA,MI48801     		  501(c)(3) RELIGIOUS 1,500
    ALLENDALE CHRISTIAN SCHOOL11050 64TH AVE
    ALLENDALE,MI49401     		  501(c)(3) EDUCATIONAL 6,000
    ALZHEIMER'S ASSOCIATION GREAT MICHIGAN CHAPTER25200 TELEGRAPH RD STE 100
    SOUTHFIELD,MI48033     		  501(c)(3) CHARITABLE 5,000
    AMERICAN PIANISTS ASSOCIATION INC4603 CLARENDON RD STE 030
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 500
    ANTHENAEUM FOUNDATION401 E MICHIGAN ST
    INDIANAPOLIS,IN46204     		  501(c)(3) CHARITABLE 500
    BLUE LAKE RADIO300 E CRYSTAL LAKE ROAD
    TWIN LAKE,MI49457     		  501(c)(3) CHARITABLE 1,000
    BOYS AND GIRLS CLUB OF GREATER HOLLAND435 VAN RAALTE AVE
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    BOY SCOUTS OF AMERICA - GERALD FORD COUNCIL3213 WALKER AVE NW
    GRAND RAPIDS,MI49544     		  501(c)(3) CHARITABLE 2,000
    BRICKS TO BREAD3870 YOSEMITE AVENUE
    ST LOUIS PARK,MN55416     		  501(c)(3) CHARITABLE 1,500
    BROADWAY GRAND RAPIDS122 LYON ST NW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 1,000
    CALVIN COLLEGE3201 BURTON ST SE
    GRAND RAPIDS,MI49546     		  501(c)(3) EDUCATIONAL 8,000
    CAMP BLODGETT528 BEIDGE ST NW STE 6
    GRAND RAPIDS,MI49504     		  501(c)(3) CHARITABLE 3,000
    CAMP SUNSHINE291 W LAKEWOOD BLVD STE G
    HOLLAND,MI49424     		  501(c)(3) CHARITABLE 3,000
    CAMP WESTMINSTER17567 HUBBELL ST
    DETROIT,MI48235     		  501(c)(3) CHARITABLE 32,000
    CAPPUCHIN COMMUNITY CENTER1820 MOUNT ELLIOTT ST
    DETROIT,MI48207     		  501(c)(3) CHARITABLE 2,500
    CEDARVILLE UNIVERSITY251 N MAIN STREET
    CEDARVILLE,OH45314     		  501(c)(3) EDUCATIONAL 5,000
    CLAUSSEN ALZ25200 TELEGRAPH RD STE 100
    SOUTHFIELD,MI48033     		  501(c)(3) CHARITABLE 2,000
    COALITION ON TEMPORARY SHELTER26 PETERBORO ST
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 1,000
    COLLEGE YEARS IN ATHENS1035 CAMBRIDGE ST STE 21E
    CAMBRIDGE,MA02141     		  501(c)(3) EDUCATIONAL 2,000
    COMMUNITY ACTION HOUSE345 W 14TH STREET
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    CORNERSTONE COLLEGE1001 E BELTLINE AVE NE
    GRAND RAPIDS,MI49525     		  501(c)(3) EDUCATIONAL 6,000
    CRU100 LAKE HART DRIVE
    ORLANDO,FL32832     		  501(c)(3) CHARITABLE 1,500
    CULVER EDUCATIONAL FOUNDATION1300 ACADEMY RD
    CULVER,IN46511     		  501(c)(3) EDUCATIONAL 2,500
    CURE INTERNATIONAL17011 HICKORY ST
    SPRING LAKE,MI49456     		  501(c)(3) CHARITABLE 2,000
    DETROIT CRISTO REY HIGH SCHOOL5679 WEST VERNOR HIGHWAY
    DETROIT,MI48209     		  501(c)(3) EDUCATIONAL 2,000
    DETROIT INSTITUTE OF ARTS5200 WOODWARD AVE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 2,000
    DETROIT METROPOLITAN YOUTH FOR CHRIST1825 MARTIN LUTHER KING JR BLV
    DETROIT,MI48208     		  501(c)(3) RELIGIOUS 1,000
    DETROIT PAL111 WEST WILLIS
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 2,000
    DETROIT RESCUE MISSION15 STIMSON ST
    DETROIT,MI48201     		  501(c)(3) RELIGIOUS 1,000
    DETROIT SYMPHONY ORCHESTRA HALL3711 WOODWARD AVE
    DETROIT,MI48201     		  501(c)(3) CHARITABLE 2,000
    DEPAUW UNIVERSITYPO BOX 37
    GREENCASTLE,IN46135     		  501(c)(3) EDUCATIONAL 30,000
    DOWN SYNDROME ASSOCIATION OF WEST MICHIGAN233 FULTON ST STE 124
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 3,000
    EASTER SEALS OF MICHIGAN2399 E WALTON BLVD
    AUBURN HILLS,MI48326     		  501(c)(3) CHARITABLE 5,000
    EBENEZER CHRISTIAN SCHOOLPO BOX 158
    ELLSWORTH,MI49729     		  501(c)(3) EDUCATIONAL 10,000
    ECUMENICAL THEOLOGICAL SEMINARY2930 WOODWARD AVE
    DETROIT,MI48201     		  501(c)(3) EDUCATIONAL/RELIGIOUS 2,000
    EXALTA HEALTH2060 DIVISION AVE SOUTH
    GRAND RAPIDS,MI49507     		  501(c)(3) CHARITABLE 1,500
    FINLANDIA UNIVERSITY601 QUINCY ST
    HANCOCK,MI49930     		  501(c)(3) EDUCATIONAL 10,000
    FORGIVEN MINISTRIES INC200 MACEDONIA CHURCH ROAD
    TAYLORSVILLE,NC28681     		  501(c)(3) RELIGIOUS 1,000
    FORGOTTEN MAN MINISTRIES3940 FRUIT TIDGE NW
    GRAND RAPIDS,MI49544     		  501(c)(3) RELIGIOUS 2,000
    FRIENDS OF BALBOA PARK2125 PARK BLVD
    SAN DIEGO,CA90101     		  501(c)(3) CHARITABLE 500
    FRIENDS OF THE DETROIT PUBLIC LIBRARY5201 WOODWARD AVE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 5,000
    FORT STREET PRESBYTERIAN CHURCH631 W FORT ST
    DETROIT,MI48226     		  501(c)(3) RELIGIOUS 2,500
    FOUR POINTS CENTER - CENTER FOR SUCCESSFUL AGING1051 S BEACON BLVD
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GALWAY UNIVERSITY FOUNDATION INC243 FIFTH AVENUE STE 111
    NEW YORK,NY10016     		  501(c)(3) EDUCATIONAL 5,000
    THE GIDEONS INTERNATIONALPO BOX 361
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRACIOUS GROUNDSPO BOX 393
    SPRING LAKE,MI49456     		  501(c)(3) CHARITABLE 1,000
    GRAND HAVEN AREA COMMUNITY FOUNDATIONONE SOUTH HARBOR
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRAND HAVEN AREA PUBLIC SCHOOLS16001 FARRIS ST
    GRAND HAVEN,MI49417     		  501(c)(3) EDUCATIONAL 1,000
    GRAND HAVEN LIGHTHOUSE CONSERVANCY1 SOUTH HARBOR DRIVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    GRAND RAPIDS ART MUSEUM101 MONORE CENTER
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    GRAND RAPIDS BLADES2600 VILLAGE DRIVE SE
    GRAND RAPIDS,MI49506     		  501(c)(3) CHARITABLE 1,000
    GRAND RAPIDS CHRISTIAN SCHOOLS2400 PLYMOUTH AVE SE
    GRAND RAPIDS,MI49506     		  501(c)(3) EDUCATIONAL 6,000
    GRAND VALLEY STATE UNIVERSITY - SIEDMAN COLLEGE OF BUSINESS301 FULTON STREET W PO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 15,000
    GRAND VALLEY STATE UNIVERSITY - NURSING ENDOWMENT EXTENSION301 FULTON STREET WPO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 5,000
    GRAND VALLEY STATE UNIVERSITY301 FULTON STREET W PO BOX 1945
    GRAND RAPIDS,MI49501     		  501(c)(3) EDUCATIONAL 1,000
    HARBOR HUMANE SOCIETY14345 BAGLEY ST
    WEST OLIVE,MI49460     		  501(c)(3) CHARITABLE 2,000
    HAVEN FOUNDATION801 VANGUARD DR
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 1,000
    HENRY FORD HEALTH SYSTEMSEXECUTIVE OFFICES 1 FORD PLACE STE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 5,000
    HILLSDALE COLLEGE33 EAST COLLEGE ST
    HILLSDALE,MI49242     		  501(c)(3) EDUCATIONAL 5,000
    HOLLAND RESCUE MISSION356 FAIRBANKS AVE
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    HOLLAND SYMPHONY ORCHESTRAPO BOX 2685
    HOLLAND,MI49422     		  501(c)(3) CHARITABLE 1,500
    HOPE COLLEGEDEWITT CENTER 141 EAST 12TH ST PO B
    HOLLAND,MI49422     		  501(c)(3) EDUCATIONAL 6,500
    HOPE INCHOPE HOSPITALITY AND WARMING CENTER INC249 BALDWIN AVE
    PONTIAC,MI48342     		  501(c)(3) CHARITABLE 2,000
    HUMANITY FOR PRISONERSPO BOX 687
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 2,000
    INDIAN TRIALS CAMP0-1859 LAKE MICHIGAN DR
    GRAND RAPIDS,MI49534     		  501(c)(3) CHARITABLE 3,000
    INDIANA UNIVERSITY FOUNDATION301 UNIVERSITY BLD STE 1031
    INDIANAPOLIS,IN46202     		  501(c)(3) EDUCATIONAL 10,000
    INDIANAPOLIS CHAMBER ORCHESTRA4603 CLARENDON ROOM 036
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 2,000
    INNER CITY CHRISTIAN FEDERATION920 CHERRY ST SE
    GRAND RAPIDS,MI49506     		  501(c)(3) RELIGIOUS 2,000
    INSTITUTE FOR HUMANE STUDIESVERNON SMITH HALL 1ST FLOOR 3434 WA
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    JENSEN BEACH COMMUNITY CHURCH3900 NORTHEAST SKYLINE DR
    JENSEN BEACH,FL34957     		  501(c)(3) RELIGIOUS 3,000
    JEWISH FAMILY & CAREER SERVICES3587 DUTCHMANS LANE
    LOUISVILLE,KY40205     		  501(c)(3) RELIGIOUS/CHARITABLE 2,000
    JOY'S HOUSE2028 E BROAD RIPPLE AVE
    INDIANAPOLIS,IN46220     		  501(c)(3) CHARITABLE 750
    JUDSON CENTER30301 NORTHWESTERN HWY STE 100
    FARMINGTON HILLS,MI48224     		  501(c)(3) CHARITABLE 5,000
    JUDICIAL WATCH425 THIRD ST SW STE 800
    WASHINGTON,DC20024     		  501(c)(3) CHARITABLE 5,000
    KIDS HOPE USA100 S PINE ST STE 280
    ZEELAND,MI49464     		  501(c)(3) CHARITABLE 1,000
    LAKESHORE PREGNANCY CENTER700 WASHINGTON STE 130
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,500
    LAW ENFORCEMENT LEGAL DEFENSE FUND2560 HUNTINGTON AVE STE 100
    ALEXANDRIA,VA22303     		  501(c)(3) CHARITABLE 2,000
    LITTLE BROTHERS FRIENDS OF THE ELDERLY527 HANCOCK ST
    HANCOCK,MI49930     		  501(c)(3) CHARITABLE 1,500
    LITTLE TRAVERSE NATURE CONSERVANCY3264 POWELL RD
    HARBOR SPRINGS,MI49740     		  501(c)(3) CHARITABLE 2,000
    LIVINGSTON CHRISTIAN SCHOOLS7669 BRIGHTON RD
    BRIGHTON,MI48116     		  501(c)(3) EDUCATIONAL 5,000
    LOUTIT DISTRICT LIBRARY407 COLUMBUS AVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    LOVE IN ACTION OF THE TRI-CITIES326 N FERRY ST
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    MARTIN COUNTY LIBRARY SYSTEMBOARD OF COUNTY COMMISSIONERSADMINISTRATIVE CENTER 2401 SE MONTE
    STUART,FL34996     		  501(c)(3) CHARITABLE 2,000
    MARTIN HEALTH FOUNDATIONMARTIN MEMORIAL HEALTH SYSTEMS INCPO BOX 9010
    STUART,FL34995     		  501(c)(3) CHARITABLE 5,000
    MARSHALL FREDRICK SCULPTURE MUSEUM7400 BAY RD
    SAGINAW,MI48604     		  501(c)(3) CHARITABLE 2,500
    MEDIEVAL ACADEMY OF AMERICA17 DUNSTER ST STE 202
    CAMBRIDGE,MA02138     		  501(c)(3) EDUCATIONAL 3,000
    MEL TROTTER MINISTRIES225 COMMERCE AVE SW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    MERCATUS CENTER - GEORGE MASON UNIVERSITY FOUNDATION INC3434 WASHINGTON BLV 4TH FL
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    MERIDIAN KESSLER NEIGHBORHOOD ASSOCIATION4550 CENTRAL AVE
    INDIANAPOLIS,IN46205     		  501(c)(3) CHARITABLE 250
    MERIDIAN STREET FOUNDATIONPO BOX 88451
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 250
    METHODIST CHILDREN'S HOME SOCIETY26645 W 6 MILE RD
    REDFORD TWP,MI48240     		  501(c)(3) CHARITABLE 2,000
    MICHIGAN OPERA THEATRE1526 BROADWAY
    DETROIT,MI48226     		  501(c)(3) CHARITABLE 5,000
    MOMENTUM CENTER714 COLUMBUS AVE
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    MOUNTAIN STATES LEGAL FOUNDATION2596 SOUTH LEWIS WAY
    LAKEWOOD,CO80227     		  501(c)(3) CHARITABLE 2,000
    MUSCULAR DISTOPHY ASSOCIATION2133 UNIVERSITY PARK DR STE 400
    OKEMOS,MI48864     		  501(c)(3) CHARITABLE 1,000
    MUSKEGON RESCUE MISSION1715 PECK ST
    MUSKEGON,MI49441     		  501(c)(3) CHARITABLE 2,000
    NATIONAL LEGAL AND POLICY CENTER107 PARK WASHINGTON CT
    FALLS CHURCH,VA22046     		  501(c)(3) CHARITABLE 2,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY5331 SW MACADAM AVE STE 290
    PORTLAND,OR97239     		  501(c)(3) CHARITABLE 1,000
    NORTH OTTAWA COMMUNITY HOSPITAL1309 SHELDON RD
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 1,000
    NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION INC8001 BRADDOCK RD
    SPRINGFIELD,VA22160     		  501(c)(3) CHARITABLE 2,000
    NEWFIELDS4000 N MICHIGAN RD
    INDIANAPOLIS,IN46208     		  501(c)(3) CHARITABLE 1,004
    NEW ERA CHRISTIAN SCHOOL1901 OAK AVE
    NEW ERA,MI49446     		  501(c)(3) EDUCATIONAL 6,000
    NOORTHOEK ACADEMY - GRAND RAPIDS COMMUNITY COLLEGE143 BOSTWICK AVE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) EDUCATIONAL 9,000
    OAKLAND FAMILY SERVICES114 ORCHARD LAKE RD
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 1,000
    OLD GLOBEPO BOX 122171
    SAN DIEGO,CA92112     		  501(c)(3) CHARITABLE 1,500
    OLD MARINER'S CHURCH170 EAST JEFFERSON AVE
    DETROIT,MI49226     		  501(c)(3) RELIGIOUS 2,000
    OLD NEWSBOYS GOODFELLOW FUND1927 ROSA PARKS BLVD
    DETROIT,MI48216     		  501(c)(3) CHARITABLE 750
    OLIVET COLLEGE320 SOUTH AMINT ST
    OLIVET,MI49076     		  501(c)(3) EDUCATIONAL 2,000
    ORCHARD LAKE COMMUNITY CHURCH PRESBYTERIAN5171 COMMERCE RD
    ORCHARD LAKE,MI48324     		  501(c)(3) RELIGIOUS 5,000
    OREGON SCHOOL'S FOUNDATION5721 SEAMAN RD
    OREGON,OH43616     		  501(c)(3) EDUCATIONAL 2,000
    OUTDOOR DISCOVERY CENTERA-4214 56TH ST
    HOLLAND,MI49423     		  501(c)(3) CHARITABLE 2,000
    PACIFIC LEGAL FOUNDATION930G STREET
    SACRAMENTO,CA95814     		  501(c)(3) CHARITABLE 2,000
    PAWS WITH A CAUSE4646 SOUTH DIVISION
    WAYLAND,MI49348     		  501(c)(3) CHARITABLE 1,000
    PWEABIC POTTERY10125 E JEFFERSON AVE
    DETROIT,MI48214     		  501(c)(3) CHARITABLE 2,000
    PINE REST FOUNDATION300 68TH STREET SE PO BOX 165
    GRAND RAPIDS,MI49501     		  501(c)(3) CHARITABLE 1,000
    RESILIANCE180 N MICHIGAN AVE STE 600
    CHICAGO,IL60601     		  501(c)(3) CHARITABLE 1,000
    SAFE HAVEN MINISTRIES INC2627 BIRCHCREST DR SE
    GRAND RAPIDS,MI49506     		  501(c)(3) RELIGIOUS 3,500
    SALVATION ARMY OF METRO DETROIT16130 NORTHLAND DR
    SOUTHFIELD,MI48075     		  501(c)(3) CHARITABLE 750
    SAINT BALDRICK'S FOUNDATION1333 S MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		  501(c)(3) CHARITABLE 1,000
    SAINT JOSEPH MERCY OAKLANDFUND DEVELOPMENT 44405 WOODWARD AVE
    PONTIAC,MI48341     		  501(c)(3) CHARITABLE 5,000
    SAINT JOHN'S HOME - DA BLODGETT805 LEONARD ST NW
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    SAINT LUKE'S UNITED METHODIST CHURCH PRESCHOOL700 EAST SOUTHWAY BLVD
    KOKOMO,IN46902     		  501(c)(3) EDUCATIONAL 1,000
    SAND CASTLES OF HENRY FORD HEALTH SYSTEMEXECUTIVE OFFICES 1 FORD PLACE STE
    DETROIT,MI48202     		  501(c)(3) CHARITABLE 2,000
    SPECIAL OLUMPICS OF MICHIGAN INCCENTRAL MICHIGAN UNIVERSITY
    MT PLEASANT,MI48859     		  501(c)(3) CHARITABLE 1,000
    SPECTRUM HEALTH FOUNDATION - NURSING100 MICHIGAN ST NE MC004
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    SPECTRUM HEALTH FOUNDATION - RENUCCI HOUSE100 MICHIGAN ST NE MC004
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 2,000
    SPRING ARBOR UNIVERSITY106 E MAIN ST
    SPRING ARBOR,MI49283     		  501(c)(3) EDUCATIONAL 5,000
    SPRING HILL CAMPSPO BOX 100
    EVART,MI49631     		  501(c)(3) CHARITABLE 3,000
    TAYLOR UNIVERSITY236 W READE AVE
    UPLAND,IN46989     		  501(c)(3) EDUCATIONAL 5,000
    THE BEAUMONT FOUNDATION3711 WEST 13 MILE RD
    ROYAL OAK,MI48073     		  501(c)(3) CHARITABLE 2,000
    THE HERITAGE FOUNDATION214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		  501(c)(3) CHARITABLE 10,000
    THE LEADERSHIP INSTITUTESTEVEN PJ WOOD BUILDING 1101 NORTH
    ARLINGTON,VA22201     		  501(c)(3) EDUCATIONAL 2,000
    TRAILS EDGE CAMP (U OF M MOTT CHILDREN'S HOSPITAL)1540 E HOSPITAL DR
    ANN ARBOR,MI48109     		  501(c)(3) CHARITABLE 1,500
    TRI-CITIES AREA HABITAT FOR HUMANITY600 S BEACON BLVD STE C
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 2,000
    TRI-CITIES HISTORICAL MUSEUM200 WASHINGTON AVE DEPOT BUILDING O
    GRAND HAVEN,MI49417     		  501(c)(3) CHARITABLE 3,000
    UNIVERSITY OF DETROIT JESUIT HS ACADEMY8400 S CANBRIDGE AVE
    DETROIT,MI48221     		  501(c)(3) EDUCATIONAL 6,000
    UNIVERSITY OF MICHIGAN - SWIMMING & DIVING TEAMSGIFT AND RECORDS ADMINITRATION 3003
    ANN ARBOR,MI48109     		  501(c)(3) EDUCATION/ATHLETICS 2,500
    UNIVERSITY OF NOTRE DAMEDEPT OF DEVELOPMENT 1100 GRACE HALL
    NOTRE DAME,IN46556     		  501(c)(3) EDUCATIONAL 10,000
    VAN ANDEL INSITUTE333 BOSTWICK AVE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) CHARITABLE 15,000
    WAYNE STATE UNIVERSITY INSTITUTE OF GERONTOLOGY87 EAST FERRY STREET 226 KNAPP BUIL
    DETROIT,MI48202     		  501(c)(3) EDUCATIONAL 10,000
    WELLSPRING FAITH BASED YOUTH DEVELOPMENT16743 LAMPHERE
    DETROIT,MI48219     		  501(c)(3) RELIGIOUS 1,500
    WESTSIDE CHRISTIAN ACADEMY9540 BRAMELL
    DETROIT,MI48239     		  501(c)(3) EDUCATIONAL 5,000
    WEST MICHIGAN SYMPHONY360 W WESTERN AVE STE 200 THE BLOCK
    MUSKEGON,MI49440     		  501(c)(3) CHARITABLE 5,000
    WESTMINSTER CHURCH17567 HUBBELL
    DETROIT,MI48235     		  501(c)(3) RELIGIOUS 10,000
    WORSHIP ON THE WATERFRONT FIRST REFORMED CHURCH301 WASHINGTON
    GRAND HAVEN,MI49417     		  501(c)(3) RELIGIOUS 1,000
    WRCJ1 CLOVER CT
    WIXOM,MI48939     		  501(c)(3) CHARITABLE 2,000
    Total ...............................bullet 3a 523,754
    bApproved for future payment
    WAYNE STATE INSTITUTE OF GERONTOLOGY87 EAST FERRY
    DETROIT,MI48202     		  501(c)(3) MEDICAL RESEARCH 20,000
    VAN ANDEL INSTITUTE333 BOSTWICK AVENUE NE
    GRAND RAPIDS,MI49503     		  501(c)(3) MEDICAL RESEARCH 60,000
    DEPAUW UNIVERSITYP O BOX 37
    GREENCASTLE,IN46135     		  501(c)(3) EDUCATION 10,000
    GRAND VALLEY STATE UNIVERSITY1 CAMPUS DRIVE
    ALLENDALE,MI49401     		  501(c)(3) EDUCATION 0
    SPECTRUM HEALTH FOUNDATION100 MICHIGAN STREET NE
    GRAND RAPIDS,MI49503     		  501(c)(3) HEALTH 0
    ST JOSEPH MERCY HOSPITAL DENTAL CLINIC44405 WOODWARD AVENUE
    PONTIAC,MI48341     		  501(c)(3) MEDICAL 0
          0
    INDIANA UNIVERSITY301 UNIVERSITY BLVD
    INDIANAPOLIS,IN46204     		  501(c)(3) EDUCATION 20,000
    DA BLOGETT ST JOHN'S HOME805 LEONARD STREET NE
    GRAND RAPIDS,MI49503     		  501(c)(3) MEDICAL 30,000
    FINLANDIA UNIVERSITY601 QUINCEY STREET
    HANCOCK,MI49930     		  501(c)(3) EDUCATION 20,000
    EBENEZER CHRISTIAN SCHOOLP O BOX 158
    ELLSWORTH,MI49729     		  501(c)(3) EDUCATION 40,000
    Total ................................bullet 3b 200,000

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    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE SAMUEL L WESTERMAN FOUNDATION
    EIN:
    23-7108795
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    435.996 SHS VANGUARD GROWTH INDEX FUND   Purchased 2020-09   50,000 50,000     0  
    420.84 SHS VANGUARD GROWTH INDEX FUND   Purchased 2020-10   50,000 50,000     0  
    1,225.59 SHS VANGUARD GROWTH INDEX   Purchased 2020-11   150,000 150,000     0  
    607.583 SHS VANGUARD GROWTH INDEX FUND   Purchased 2020-11   75,000 75,000     0  
    1,785.714 SHS VANGUARD INFLATION PROTECTION   Purchased 2020-11   50,000 44,496     5,504  
    3,980.892 SHS VANGUARD INTER-TERM BOND   Purchased 2020-11   50,000 50,000     0  
    295.543 SHS VANGUARD SMALL CAP GROWTH   Purchased 2020-11   25,000 5,722     19,278  

    TY 2020 OtherExpensesSchedule
    Name:
    THE SAMUEL L WESTERMAN FOUNDATION
    EIN:
    23-7108795
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Charitable Events 550      
    Office Expense 2,323      
    Rent 1,600      


    TY 2020 OtherIncomeSchedule2
    Name:
    THE SAMUEL L WESTERMAN FOUNDATION
    EIN:
    23-7108795
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTIONS 9,793 9,793  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE SAMUEL L WESTERMAN FOUNDATION
    EIN:
    23-7108795
    Description Amount
    Inventory adjustment from 2019 550


    TY 2020 TaxesSchedule
    Name:
    THE SAMUEL L WESTERMAN FOUNDATION
    EIN:
    23-7108795
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 4,286 4,286    
    Bank Charges 69