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
HAROLD AND PENNY B BLUMENSTEIN
FOUNDATION CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)32400 TELEGRAPH RD NO 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BINGHAM FARMS, MI48025
A Employer identification number

38-2710389
B Telephone number (see instructions)

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$14,068,388J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 79,435 79,435 79,435
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11
b Gross sales price for all assets on line 6a 11
7 Capital gain net income (from Part IV, line 2)... 3,249,117
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 79,446 3,328,552 79,435
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,395 0 0 1,395
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 45,607 45,607 0 0
17 Interest............... 72 72 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 43,262 43,262 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,336 88,941 0 1,395
25 Contributions, gifts, grants paid....... 1,599,552 1,599,552
26 Total expenses and disbursements. Add lines 24 and 25 1,689,888 88,941 0 1,600,947
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,610,442
b Net investment income (if negative, enter -0-) 3,239,611
c Adjusted net income (if negative, enter -0-)... 79,435
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............. 29,865 85,728 85,729
2 Savings and temporary cash investments......... 804,069 1,805,430 1,805,430
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,012,214 Click to see attachment6,593,654 12,177,229
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,846,148 8,484,812 14,068,388
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 6,846,148 8,484,812
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)..... 6,846,148 8,484,812
30 Total liabilities and net assets/fund balances (see instructions). 6,846,148 8,484,812
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
6,846,148
2
Enter amount from Part I, line 27a .....................
2
-1,610,442
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,249,106
4
Add lines 1, 2, and 3 ..........................
4
8,484,812
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,484,812
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 MORGAN STANLEY #030345 - PER DETAIL      
b MORGAN STANLEY #030345 - PER DETAIL      
c MORGAN STANLEY #030345 - PER DETAIL      
d MORGAN STANLEY #030345 - PER DETAIL      
e SKY ALPHA #4350 - PER DETAIL      
SKY ALPHA #4350 - PER DETAIL      
SKY ALPHA #4350 - PER DETAIL      
SKY ALPHA #4350 - PER DETAIL      
SKY ALPHA #4348 - PER DETAIL      
SKY ALPHA #4348 - PER DETAIL      
SKY ALPHA #4348 - PER DETAIL      
SKY ALPHA #4344 - PER DETAIL      
SKY ALPHA #4344 - PER DETAIL      
SKY ALPHA #4344 - PER DETAIL      
SKY ALPHA #4346 - PER DETAIL      
SKY ALPHA #4346 - PER DETAIL      
SKY ALPHA #4346 - PER DETAIL      
SKY ALPHA #3907 - PER DETAIL      
SKY ALPHA #0776 - PER DETAIL      
SKY ALPHA #0776 - PER DETAIL      
SKY ALPHA #3864 - PER DETAIL      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,706,722   13,842,864 863,858
b 133,497   130,470 3,027
c 112,552   126,234 -13,682
d 495,047   474,932 20,115
e 492,573   503,221 -10,648
3,976,024   773,668 3,202,356
    343,521 -343,521
    515,282 -515,282
332,482   330,971 1,511
214,662   204,677 9,985
156   156 0
62,438   60,868 1,570
83,348   74,816 8,532
39   39 0
190,480   199,251 -8,771
78,221   58,074 20,147
96   96 0
1,707,253   1,649,101 58,152
67,041   71,447 -4,406
12,895   6,976 5,919
1,800,582   1,850,338 -49,756
11     11
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       863,858
b       3,027
c       -13,682
d       20,115
e       -10,648
      3,202,356
      -343,521
      -515,282
      1,511
      9,985
      0
      1,570
      8,532
      0
      -8,771
      20,147
      0
      58,152
      -4,406
      5,919
      -49,756
      11
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 3,249,117
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 3 511,016
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 45,031
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 45,031
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 45,031
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 25,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 38
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19,469
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
 
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 ofbulletHAROLD BLUMENSTEIN Telephone no.bullet (248) 646-9600

    Located atbullet32400 TELEGRAPH RD 202BINGHAM FARMSMI ZIP+4bullet48025
    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
    HAROLD BLUMENSTEIN PRESIDENT
    0.00     		0 0 0
    650 NORTH COUNTY ROAD
    PALM BEACH,FL33480
    PENNY B BLUMENSTEIN VICE PRESIDENT & SECRETARY
    0.00     		0 0 0
    650 NORTH COUNTY ROAD
    PALM BEACH,FL33480
    RICHARD C BLUMENSTEIN VICE PRESIDENT
    0.00     		0 0 0
    32400 TELEGRAPH RD STE 202
    BINGHAM FARMS,MI48025
    LAUREN A COHEN VICE PRESIDENT
    0.00     		0 0 0
    32400 TELEGRAPH RD STE 202
    BINGHAM FARMS,MI48025
    RANDALL S BLUMENSTEIN TREASURER
    0.00     		0 0 0
    32400 TELEGRAPH RD STE 202
    BINGHAM FARMS,MI48025
    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.........................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
    11,188,793
    b
    Average of monthly cash balances.......................
    1b
    2,043,332
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,232,125
    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
    13,232,125
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    198,482
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,033,643
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    651,682
    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
    651,682
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    45,031
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,031
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    606,651
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    606,651
    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
    606,651
    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
    1,600,947
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,600,947
    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
    1,600,947
    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 7 606,651
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 839,236
    b From 2016...... 961,209
    c From 2017...... 1,043,541
    d From 2018...... 937,922
    e From 2019...... 1,027,381
    fTotal of lines 3a through e........ 4,809,289
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,600,947
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 606,651
    e Remaining amount distributed out of corpus 994,296
    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 5,803,585
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		839,236
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		4,964,349
    10 Analysis of line 9:
    a Excess from 2016.... 961,209
    b Excess from 2017.... 1,043,541
    c Excess from 2018.... 937,922
    d Excess from 2019.... 1,027,381
    e Excess from 2020.... 994,296
    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).)
    HAROLD BLUMENSTEIN
    PENNY B BLUMENSTEIN
    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
    AIEF
    251 H STREET NW
    WASHINGTON,DC20001     		NONE   UNRESTRICTED CHARITABLE GIFT 95,000
    ALGEMEINER
    208 EAST 51ST ST SUITE 185
    NEW YORK,NY10022     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    ALS OF MICHIGAN
    24359 NORTHWESTERN HWY SUITE 100
    SOUTHFIELD,MI48075     		NONE   UNRESTRICTED CHARITABLE GIFT 150
    ALZHEIMER'S ASSOCIATION
    25200 TELEGRAPH SUITE 100
    SOUTHFIELD,MI48033     		NONE   UNRESTRICTED CHARITABLE GIFT 50
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36TH STREET STE 1100
    NEW YORK,NY10018     		NONE   UNRESTRICTED CHARITABLE GIFT 2,000
    AMERICAN JOINT DISTRIBUTION COMMITTEE
    220 EAST 42ND ST SUITE 400
    NEW YORK,NY10017     		NONE   UNRESTRICTED CHARITABLE GIFT 217,681
    AUTISM SPEAKS
    5805 BLUE LAGOON DR SUITE 170
    MIAMI,FL33126     		NONE   UNRESTRICTED CHARITABLE GIFT 500
    BAIS CHABAD OF FARMINGTON HILLS
    32000 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		NONE   UNRESTRICTED CHARITABLE GIFT 5,000
    BBYO
    6600 W MAPLE
    BLOOMFIELD HILLS,MI48322     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    BHS FOUNDATION
    7273 WING LAKE RD
    BLOOMFIELD HILLS,MI48301     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    BIRMINGHAM BLOOMFIELD CHAI CENTER
    211 LOWELL COURT
    BLOOMFIELD HILLS,MI48304     		NONE   UNRESTRICTED CHARITABLE GIFT 10,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 3RD AVE 10TH FLOOR
    NEW YORK,NY10017     		NONE   UNRESTRICTED CHARITABLE GIFT 25,000
    BOCA WEST CHILDREN'S FOUNDATION
    20583 BOCA W DR
    BOCA RATON,FL33434     		NONE   UNRESTRICTED CHARITABLE GIFT 660
    BOOK TRUCK
    733 WALNUT
    LONG BEACH,CA90813     		NONE   UNRESTRICTED CHARITABLE GIFT 3,000
    BREAST CANCER RESEARCH FOUNDATION
    28 WEST 44TH STREET SUITE 609
    NEW YORK,NY10036     		NONE   UNRESTRICTED CHARITABLE GIFT 6,650
    BRILLIANT DETROIT
    5675 LARKINS ST
    DETROIT,MI48210     		NONE   UNRESTRICTED CHARITABLE GIFT 125,000
    CHABAD AT OBERLIN
    111 N PLEASANT ST
    OBERLIN,OH44074     		NONE   UNRESTRICTED CHARITABLE GIFT 10,000
    CHABAD HOUSE PALM BEACH
    205 WORTH AVE 307F
    PALM BEACH,FL33480     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    CHILD SAFE MICHIGAN
    4415 SPRINGER AVE
    ROYAL OAK,MI48073     		NONE   UNRESTRICTED CHARITABLE GIFT 500
    CITY OF ORCHARD LAKE VILLAGE WQIF
    3955 ORCHARD LAKE RD
    ORCHARD LAKE,MI48323     		NONE   UNRESTRICTED CHARITABLE GIFT 2,050
    COMMUNITY FOUNDATION FOR PALM BEACH
    700 S DIXIE HWY 200
    WEST PALM BEACH,FL33401     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MI
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		NONE   UNRESTRICTED CHARITABLE GIFT 15,000
    CONGRAGATION BAIS CHABAD SPECIAL ACCOUNT
    3200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		NONE   UNRESTRICTED CHARITABLE GIFT 100
    CONGREGATION SHAAREY ZEDEK
    27375 BELL RD
    SOUTHFIELD,MI48034     		NONE   UNRESTRICTED CHARITABLE GIFT 5,354
    CONGREGATION SHIR TIKVAH
    3900 NORTHFIELD PARKWAY
    TROY,MI48084     		NONE   UNRESTRICTED CHARITABLE GIFT 27,904
    DETROIT CRIME COMMISSION
    26211 CENTRAL PARK BLVD SUITE 304
    SOUTHFIELD,MI48076     		NONE   UNRESTRICTED CHARITABLE GIFT 2,000
    DETROIT INSTITUTE OF ARTS
    5220 WOODWARD AVE
    DETROIT,MI482024008     		NONE   UNRESTRICTED CHARITABLE GIFT 10,375
    DETROIT JEWISH NEWS FOUNDATION
    29200 NORTHWESTERN HWY STE 110
    SOUTHFIELD,MI48034     		NONE   UNRESTRICTED CHARITABLE GIFT 25,000
    DETROIT PUBLIC TV
    1 CLOVER CT
    WIXOM,MI48393     		NONE   UNRESTRICTED CHARITABLE GIFT 415
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVE
    DETROIT,MI482012444     		NONE   UNRESTRICTED CHARITABLE GIFT 251,744
    DETROIT ZOOLOGICAL SOCIETY
    84501 W 10 MILE RD
    ROYAL OAK,MI48067     		NONE   UNRESTRICTED CHARITABLE GIFT 5,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL600268022     		NONE   UNRESTRICTED CHARITABLE GIFT 250
    FARBER AKIVA HEBREW DAY SCHOOL
    21100 W 12 MILE RD
    SOUTHFIELD,MI48076     		NONE   UNRESTRICTED CHARITABLE GIFT 10,000
    FRIENDS OF CAMP MAKE-A-DREAM
    4301 ORCHARD LAKE RD STE 255
    WEST BLOOMFIELD,MI48323     		NONE   UNRESTRICTED CHARITABLE GIFT 250
    FRIENDS OF THE IDF
    PO BOX 999
    WALLED LAKE,MI48390     		NONE   UNRESTRICTED CHARITABLE GIFT 4,000
    GOLDWATER INSTITUTE
    500 E CORONADO RD
    PHOENIX,AZ85004     		NONE   UNRESTRICTED CHARITABLE GIFT 250
    HOW
    360 CYPRESS DR STE 4
    JUPITER,FL33469     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    HADASSAH GREATER DETROIT CHAPTER
    5030 ORCHARD LAKE RD
    WEST BLOOMFIELD,MI48323     		NONE   UNRESTRICTED CHARITABLE GIFT 36
    HEBREW BENEVOLENT SOCIETY
    26640 GREENFIELD RD
    OAK PARK,MI48237     		NONE   UNRESTRICTED CHARITABLE GIFT 72
    HENRY FORD HEALTH SYSTEM
    ONE FORD PLACE
    DETROIT,MI48028     		NONE   UNRESTRICTED CHARITABLE GIFT 50,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC200024999     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    HILLEL CAMPUS ALLIANCE OF MICHIGAN
    360 CHARLES ST
    EAST LANSING,MI48823     		NONE   UNRESTRICTED CHARITABLE GIFT 20,000
    HILLEL DAY SCHOOL
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		NONE   UNRESTRICTED CHARITABLE GIFT 5,500
    HILLEL OF BROWARD AND PALM BEACH
    777 GLADES RD BLDG LY-3A
    BOCA RATON,FL33431     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    HILLEL OF METRO DETROIT
    5221 GULLEN MALL STE 667
    DETROIT,MI48202     		NONE   UNRESTRICTED CHARITABLE GIFT 5,000
    HOLOCAUST MEMORIAL CENTER
    28123 ORCHARD LAKE RD
    FARMINGTON HILLS,MI48334     		NONE   UNRESTRICTED CHARITABLE GIFT 10,300
    INDEPENDENT INSTITUTE
    100 SWAN WAY
    OAKLAND,CA946211459     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    INSIGHT THROUGH EDUCATION
    119 ST MARTIN DR
    PALM BEACH GARDENS,FL33418     		NONE   UNRESTRICTED CHARITABLE GIFT 500
    INTERLOCHEN CENTER FOR THE ARTS
    400 JMADDY PARKWAY
    INTERLOCHEN,MI49643     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    JARC
    30301 NORTHWESTERN HWY STE 100
    FARMINGTON HILLS,MI48334     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    JEWISH FEDERATION OF METRO DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		NONE   UNRESTRICTED CHARITABLE GIFT 274,939
    JEWISH FEDERATION OF PALM BEACH
    1 HARVARD CIRCLE STE 100
    WEST PALM BEACK,FL33409     		NONE   UNRESTRICTED CHARITABLE GIFT 54,550
    JEWISH FEDERATION OF THE DESERT
    69710 HIGHWAY 111
    RANCHO MIRAGE,CA92270     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    JEWISH HISTORICAL SOCIETY OF MICHIGAN
    6600 W MAPLE RD
    WEST BLOOMFIELD,MI48322     		NONE   UNRESTRICTED CHARITABLE GIFT 250
    JEWISH HOSPICE & CHAPLAINCY NETWORK
    6555 W MAPLE RD
    WEST BLOOMFIELD,MI48322     		NONE   UNRESTRICTED CHARITABLE GIFT 25,600
    JEWISH MUSEUM
    1109 5TH AVENUE
    NEW YORK,NY101280118     		NONE   UNRESTRICTED CHARITABLE GIFT 70
    JEWISH SENIOR LIFE OF METRO DETROIT
    6710 W MAPLE RD
    WEST BLLOOMFIELD,MI48322     		NONE   UNRESTRICTED CHARITABLE GIFT 500
    JEWISH THEOLOGICAL SEMINARY
    6735 TELEGRAPH RD STE 310
    BLOOMFIELD HILLS,MI48301     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    JVS
    29699 SOUTHFIELD RD
    SOUTHFIELD,MI480762063     		NONE   UNRESTRICTED CHARITABLE GIFT 5,050
    KADIMA
    15999 W 12 MILE RD
    SOUTHFIELD,MI48076     		NONE   UNRESTRICTED CHARITABLE GIFT 1,500
    KIDS KICKING CANCER
    27600 NORTHWESTERN HWY STE 220
    SOUTHFIELD,MI48034     		NONE   UNRESTRICTED CHARITABLE GIFT 3,600
    MACKINAC CENTER FOR PUBLIC POLICY
    140 W MAIN ST
    MIDLAND,MI48640     		NONE   UNRESTRICTED CHARITABLE GIFT 20,000
    MAYO CLINIC CANCEER CENTER
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE   UNRESTRICTED CHARITABLE GIFT 100
    MD ANDERSON CANCER CENTER
    PO BOX 464
    HOUSTON,TX77210     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    MIAMI CITY BALLET
    2200 LIBERTY AVE
    MIAMI BEACH,FL33139     		NONE   UNRESTRICTED CHARITABLE GIFT 26,200
    MICHIGAN LEAGUE FOR PUBLIC POLICY
    1223 TURNER ST STE GL
    LANSING,MI483064369     		NONE   UNRESTRICTED CHARITABLE GIFT 100
    MIDNIGHT GOLF PROGRAM
    30100 TELEGRAPH RD STE 404
    BINGHAM FARMS,MI48025     		NONE   UNRESTRICTED CHARITABLE GIFT 1,500
    MSU HILLEL
    360 CHARLES ST
    EAST LANSING,MI48823     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    MULTIPLE SCLEROSIS SOCIETY
    29777 TELEGRAPH RD STE 1751
    SOUTHFIELD,MI480347650     		NONE   UNRESTRICTED CHARITABLE GIFT 50
    NATIONAL ORGANIZATION FOR RARE DISEASES
    55 KENOSIA AVE
    DANBURY,CT06810     		NONE   UNRESTRICTED CHARITABLE GIFT 50
    NORTH PALM BEACH JEWISH FEDERATION
    1 HARVARD CR STE 100
    WEST PALM BEACH,FL33409     		NONE   UNRESTRICTED CHARITABLE GIFT 1,500
    OBERLIN COLLEGE & CONSERVATORY
    52 LORAIN ST ROOM 122
    OBERLIN,OH44074     		NONE   UNRESTRICTED CHARITABLE GIFT 5,000
    ORCHARD'S CHILDREN'S SERVICES
    24901 NORTHWESTERN HWY STE 500
    SOUTHFIELD,MI48034     		NONE   UNRESTRICTED CHARITABLE GIFT 200
    ORT AMERICA INC
    6735 TELEGRAPH RD STE 350
    BLOOMFIELD HILLS,MI48301     		NONE   UNRESTRICTED CHARITABLE GIFT 5,500
    PALM BEACH CIVIC ASSOCIATION
    139 N COUNTRY RD STE 33
    PALM BEACH,FL334809932     		NONE   UNRESTRICTED CHARITABLE GIFT 1,250
    PALM BEACH COUNTRY CLUB FOUNDATION
    760 N OCEAN BLVD
    PALM BEACH,FL33480     		NONE   UNRESTRICTED CHARITABLE GIFT 2,000
    PALM BEACH UNITED WAY
    44 COCONUT ROW STE M201
    PALM BEACH,FL33408     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    PENRICKTON CENTER FOR BLIND CHILDREN
    26530 EUREKA RD
    TAYLOR,MI48180     		NONE   UNRESTRICTED CHARITABLE GIFT 500
    PHOENIX JEWISH FREE LOAN ASSOCIATION
    3443 N CENTRAL AVE STE 707
    PHOENIX,AZ850122208     		NONE   UNRESTRICTED CHARITABLE GIFT 10,000
    PLANNED PARENTHOOD OF MICHIGAN
    950 VICTORS WAY STE 100
    ANN ARBOR,MI48108     		NONE   UNRESTRICTED CHARITABLE GIFT 6,000
    PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA
    2300 N FLORIDA MANGO RD
    WEST PALM BEACH,FL33409     		NONE   UNRESTRICTED CHARITABLE GIFT 3,500
    PLANNED PARENTHOOD PRESIDENT'S CIRCLE
    1110 VERMONT AVE NW
    WASHINGTON,DC20005     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    PROMISE FUND OF FLORIDA
    340 ROYAL POINCIANA WAY STE 317
    PALM BEACH,FL33480     		NONE   UNRESTRICTED CHARITABLE GIFT 9,700
    RAYMOND F KRAVIS CTR FOR THE PREFORMING ARTS
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		NONE   UNRESTRICTED CHARITABLE GIFT 1,216
    REASON FOUNDATION
    5737 MESMER AVE
    LOS ANGELES,CA90230     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    SCHECHTER INSTITUTE OF JEWISH STUDIES
    42 CHELOUCHE ST NEVE ZEDEK
      TEL AVIV-JAFFA, J  
    IS     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    SKY FOUNDATION
    33 BLOOMFIELD HILLS PKWY STE 275
    BLOOMFIELD HILLS,MI48304     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    SOUTH FLORIDA PBS
    3401 S CONGRESS AVE
    BOYNTON BEACH,FL33426     		NONE   UNRESTRICTED CHARITABLE GIFT 230
    STARFISH FAMILY SERVICES
    30000 HIVELEY RD
    INKSTER,MI48141     		NONE   UNRESTRICTED CHARITABLE GIFT 2,500
    STRATFORD SHAKESPEARE FESTIVAL OF AMERICA
    55 QUEEN ST
    STRATFORD ONTARIO,OHTARIO  
    CA     		NONE   UNRESTRICTED CHARITABLE GIFT 1,250
    TAMARACK CAMPS
    6735 TELEGRAPH RD STE 380
    BLOOMFIELD HILLS,MI48301     		NONE   UNRESTRICTED CHARITABLE GIFT 27,700
    TEMPLE ISRAEL
    5725 WALNUT LAKE RD
    WEST BLOOMFIELD,MI48323     		NONE   UNRESTRICTED CHARITABLE GIFT 36
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE   UNRESTRICTED CHARITABLE GIFT 1,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI483013143     		NONE   UNRESTRICTED CHARITABLE GIFT 2,470
    UNITED WAY FOR SOUTHEASTERN MICHIGAN
    3011 W GRAND BLVD STE 500
    DETROIT,MI48202     		NONE   UNRESTRICTED CHARITABLE GIFT 2,600
    WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH ST NW STE 500
    WASHINGTON,DC20036     		NONE   UNRESTRICTED CHARITABLE GIFT 75,000
    WAYNE STATE UNIVERSITY
    5475 WOODWARD
    DETROIT,MI48202     		NONE   UNRESTRICTED CHARITABLE GIFT 10,000
    WILLIAM BEAUMONT HOSPITAL
    3601 W 13 MILE RD
    ROYAL OAK,MI48073     		NONE   UNRESTRICTED CHARITABLE GIFT 100
    WRCJ 909 FM
    1 CLOVER COURT
    WOXOM,MI48393     		NONE   UNRESTRICTED CHARITABLE GIFT 242
    YAD EZRA
    2850 W ELEVEN MILE RD
    BERKLEY,MI48072     		NONE   UNRESTRICTED CHARITABLE GIFT 5,108
    YESHIVA BETH YEHUDAH
    15751 LINCOLN
    SOSUTHFIELD,MI48037     		NONE   UNRESTRICTED CHARITABLE GIFT 25,100
    Total .................................bullet 3a 1,599,552
    bApproved for future payment
    Total .................................bullet 3b 0
    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 79,435 0
    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 11 0
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 79,446 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    79,446
    (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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HAROLD AND PENNY B BLUMENSTEIN
     
    FOUNDATION CORPORATION
    EIN:
    38-2710389
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BLUFAM, LLC 1,674,377 1,698,149
    SKY ALPHA #4350 1,200,200 5,761,850
    SKY ALPHA #4348 492,308 846,176
    SKY ALPHA #4344 282,706 397,437
    SKY ALPHA #4346 523,128 877,122
    MORGAN STANLEY #030345 1,362,392 1,270,600
    SKY ALPHA #3907 267,947 350,783
    SKY ALPHA #0776 163,914 223,165
    SKY ALPHA #3864 626,682 751,947

    TY 2020 LegalFeesSchedule
    Name:
    HAROLD AND PENNY B BLUMENSTEIN
     
    FOUNDATION CORPORATION
    EIN:
    38-2710389
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,395 0 0 1,395


    TY 2020 OtherIncreasesSchedule
    Name:
    HAROLD AND PENNY B BLUMENSTEIN
     
    FOUNDATION CORPORATION
    EIN:
    38-2710389
    Description Amount
    CAPITAL GAINS/LOSSES 3,249,106


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HAROLD AND PENNY B BLUMENSTEIN
     
    FOUNDATION CORPORATION
    EIN:
    38-2710389
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 45,607 45,607 0 0


    TY 2020 TaxesSchedule
    Name:
    HAROLD AND PENNY B BLUMENSTEIN
     
    FOUNDATION CORPORATION
    EIN:
    38-2710389
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 520 520 0 0
    2019 FORM 990-PF 17,142 17,142 0 0
    2020 FORM 990-PF ESTIMATES 25,600 25,600 0 0