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 MCKEEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

91-2119007
B Telephone number (see instructions)

(248) 645-8946
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,439,167J 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... 24,829 24,779  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -24,121
b Gross sales price for all assets on line 6a 817,110
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 500    
12 Total. Add lines 1 through 11........ 1,208 24,779  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,559 15,803   1,756
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 6 6   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,219 722   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,795 16,542 0 1,756
25 Contributions, gifts, grants paid....... 75,500 75,500
26 Total expenses and disbursements. Add lines 24 and 25 95,295 16,542 0 77,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -94,087
b Net investment income (if negative, enter -0-) 8,237
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 85,735 62,163 62,163
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 1,074,169 Click to see attachment1,004,793 1,377,004
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)..........     0
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) 1,159,904 1,066,956 1,439,167
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
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........ 1,159,904 1,066,956
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,159,904 1,066,956
30 Total liabilities and net assets/fund balances (see instructions). 1,159,904 1,066,956
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,159,904
2
Enter amount from Part I, line 27a .....................
2
-94,087
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,139
4
Add lines 1, 2, and 3 ..........................
4
1,066,956
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
1,066,956
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 6. ADOBE SYS INC   2019-04-12 2020-02-06
b 7. ADOBE SYS INC   2019-04-12 2020-05-04
c 9. ADVANCE AUTO PARTS   2019-04-12 2020-04-07
d 8. ADVANCE AUTO PARTS   2019-05-02 2020-05-04
e 15. ADVANCE AUTO PARTS   2019-06-24 2020-05-04
57. AKAMAI TECHNOLOGIES   2019-04-12 2020-05-04
32. ALEXION PHARMACEUTICALS INC   2019-04-12 2020-05-04
13. ALIBABA GROUP HLDG LTD ADR   2019-12-09 2020-03-12
5. ALPHABET INC CL A   2019-04-12 2020-05-04
1. AMAZON COM INC   2020-02-06 2020-03-24
5. AMAZON COM INC   2015-07-17 2020-05-04
1. AMAZON COM INC   2019-05-24 2020-06-05
7. AMERICAN EXPRESS CO   2019-04-12 2020-04-17
39. AMERICAN EXPRESS CO   2019-04-12 2020-05-04
21. AMGEN INC   2020-04-22 2020-05-04
20. AMPHENOL CORP CL A   2020-05-04 2020-07-10
49. AMPHENOL CORP CL A   2020-05-04 2020-09-09
60. ANHEUSER BUSCH INBEV SA/NV ADR   2019-04-12 2020-05-04
33. APPLE COMPUTER INC   2016-05-17 2020-05-04
11. APPLE COMPUTER INC   2020-02-27 2020-05-04
33. BANK OF AMERICA CORP   2019-12-10 2020-03-05
38. BIOMARIN PHARMACEUTICAL INC   2019-04-12 2020-05-04
10. BLACKROCK INC   2017-01-10 2020-01-08
16. BOEING CO COMMON   2020-03-12 2020-03-25
21. C H ROBINSON WORLDWIDE INC   2019-08-01 2020-05-04
6. C H ROBINSON WORLDWIDE INC   2019-05-01 2020-05-04
42. CARRIER GLOBAL CORPORATION COM   2020-03-24 2020-04-09
7. CHEVRONTEXACO CORP   2019-12-18 2020-05-14
4. CHEVRONTEXACO CORP   2019-04-12 2020-06-09
3. CHEVRONTEXACO CORP   2019-12-18 2020-06-09
19. CISCO SYS INC   2017-05-23 2020-11-09
141. COMCAST CORP CL A   2019-04-12 2020-05-04
25. COMCAST CORP CL A   2020-01-15 2020-05-04
25. CONOCOPHILLIPS   2019-10-31 2020-04-23
29. CONOCOPHILLIPS   2019-04-12 2020-04-23
71. CONOCOPHILLIPS   2019-04-12 2020-04-28
53. CORNING INCORPORATED   2019-04-12 2020-01-31
56. CORNING INCORPORATED   2019-06-06 2020-03-04
27. CORNING INCORPORATED   2019-06-06 2020-10-22
10. COSTCO WHOLESALE CORP   2019-04-12 2020-03-12
2. COSTCO WHOLESALE CORP   2019-04-12 2020-10-20
2943. DBX ETF TR EAFE CURRENCY-HEDGED EQUITY F   2020-04-16 2020-10-22
10. DANAHER CORP   2020-05-04 2020-08-17
4. DEXCOM INC   2020-05-04 2020-05-14
6. DIAGEO PLC SPNSRD ADR NEW   2019-04-12 2020-09-01
22. WALT DISNEY CO   2018-10-24 2020-04-09
33. WALT DISNEY CO   2018-07-05 2020-05-04
20. DOW INC   2019-11-11 2020-05-14
5. DOW INC   2019-04-12 2020-05-14
29. DOW INC   2019-04-12 2020-06-09
23. ECOLAB INC   2019-04-12 2020-05-04
10. EDWARDS LIFESCIENCES CORP   2020-09-17 2020-11-25
23. ELECTRONIC ARTS   2020-07-10 2020-11-25
4. EQUINIX INC   2019-04-12 2020-03-12
6. EQUINIX INC   2019-04-12 2020-05-04
4. FACEBOOK INC   2019-06-24 2020-02-04
77. FACEBOOK INC   2019-04-12 2020-05-04
3. FACEBOOK INC   2019-06-24 2020-05-04
37. FIDELITY NATL INFORMATION SVCS COM   2020-03-06 2020-05-04
19. GRAINGER W W INC   2019-04-12 2020-05-04
101. HSBC HOLDINGS PLC-SPONS ADR   2019-04-12 2020-01-28
5. HOME DEPOT INC   2017-10-06 2020-04-06
24. HOME DEPOT INC   2017-10-06 2020-05-04
11. HONEYWELL INTERNATIONAL INC   2016-04-27 2020-04-17
26. HONEYWELL INTERNATIONAL INC   2016-04-27 2020-05-04
8. ILLUMINA INC   2020-05-04 2020-09-17
14. ILLUMINA INC   2020-05-04 2020-09-18
5. INTUIT INC   2020-05-04 2020-11-25
51. ISHARES TR-S&P 500 INDEX   2019-04-12 2020-03-12
463. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-10-04 2020-03-12
1346. ISHARES CORE MSCI EMERGING MARKETS ETF   2016-05-27 2020-04-16
9. JOHNSON & JOHNSON   2020-03-09 2020-03-13
10. JOHNSON & JOHNSON   2020-03-09 2020-03-13
2. JOHNSON & JOHNSON   2019-05-31 2020-03-16
7. JOHNSON & JOHNSON   2017-01-10 2020-03-16
5. JOHNSON & JOHNSON   2017-01-10 2020-03-19
18. LILLY ELI & CO   2017-01-10 2020-03-12
3. LULULEMON ATHLETICA INC   2020-05-12 2020-10-20
3. LULULEMON ATHLETICA INC   2020-05-04 2020-11-25
5. MATCH GROUP INC NEW COM   2020-10-20 2020-11-25
4. MC CORMICK & CO   2019-04-12 2020-03-09
6. MC CORMICK & CO   2019-04-12 2020-03-12
7. MC CORMICK & CO   2019-04-12 2020-03-17
19. MICROSOFT CORP   2017-10-06 2020-02-12
40. MICROSOFT CORP   2017-10-06 2020-05-04
24. MICROSOFT CORP   2019-05-29 2020-06-05
11. MICROSOFT CORP   2016-03-14 2020-08-05
3. MICROSOFT CORP   2016-03-14 2020-08-06
57. MONSTER BEVERAGE CORP NEW   2020-04-14 2020-05-04
3. NEXTERA ENERGY INC   2017-01-10 2020-10-23
79. NUTANIX INC A   2019-04-12 2020-05-04
22. NUTANIX INC A   2020-01-22 2020-05-04
8. NVIDIA CORP   2019-04-12 2020-04-16
2. NVIDIA CORP   2019-04-12 2020-04-17
2. NVIDIA CORP   2019-04-12 2020-04-20
7. NVIDIA CORP   2019-04-12 2020-05-04
7. NVIDIA CORP   2020-03-10 2020-05-04
10. ORACLE CORPORATION   2019-04-12 2020-01-15
11. ORACLE CORPORATION   2019-04-12 2020-03-05
32. ORACLE CORPORATION   2019-04-12 2020-03-05
13. ORACLE CORPORATION   2019-04-12 2020-03-16
42. ORACLE CORPORATION   2019-04-12 2020-03-25
21. OTIS WORLDWIDE CORP COM   2020-03-24 2020-05-04
21. PALO ALTO NETWORKS INC   2019-04-12 2020-05-04
14. PAYPAL HLDGS INC   2020-05-04 2020-11-16
14. PAYPAL HLDGS INC   2020-05-04 2020-12-23
21. PFIZER INC   2019-12-30 2020-09-01
3. PFIZER INC   2019-04-12 2020-09-01
39. PFIZER INC   2019-12-30 2020-09-01
2. PIONEER NATURAL RESOURCES   2019-04-12 2020-04-22
8. PIONEER NATURAL RESOURCES   2019-05-29 2020-04-22
10. PIONEER NATURAL RESOURCES   2019-04-12 2020-04-29
9. QUALCOMM INC   2020-03-03 2020-05-04
72. QUALCOMM INC   2019-04-12 2020-05-04
10. RAYTHEON TECHNOLOGIES CORP   2020-03-03 2020-04-08
.731 RAYTHEON TECHNOLOGIES CORP   2020-02-26 2020-04-09
1.731 RAYTHEON TECHNOLOGIES CORP   2019-04-12 2020-05-04
25.269 RAYTHEON TECHNOLOGIES CORP   2020-03-03 2020-05-04
3. ROPER INDS INC NEW   2020-05-04 2020-11-25
38. ROYAL DUTCH SHELL PLC ADR-B   2019-04-12 2020-02-11
91. ROYAL DUTCH SHELL PLC ADR-B   2019-04-12 2020-03-13
15. SBA COMMUNICATIONS CORP   2020-05-04 2020-06-05
7672. SPDR S&P WORLD   2019-08-26 2020-04-16
4. SALESFORCE.COM INC   2019-11-13 2020-11-25
11. SALESFORCE.COM INC   2019-11-25 2020-12-04
10. SALESFORCE.COM INC   2019-11-11 2020-12-08
6. SALESFORCE.COM INC   2020-05-04 2020-12-10
1. SALESFORCE.COM INC   2019-11-06 2020-12-10
11. SALESFORCE.COM INC   2020-05-04 2020-12-15
44. SCHWAB CHARLES CORP NEW   2019-04-12 2020-03-12
56. SCHWAB CHARLES CORP NEW   2019-04-12 2020-05-04
12. SIEMENS AG ADR   2019-05-31 2020-05-14
28. SIEMENS AG ADR   2019-04-12 2020-06-09
56. SIEMENS AG ADR   2020-10-23 2020-11-02
21. SPLUNK INC   2019-04-12 2020-05-04
8. SPLUNK INC   2019-05-24 2020-05-04
40. TEXAS INSTRS INC   2019-04-12 2020-05-04
6. TRAVELERS COS INC   2019-04-12 2020-03-27
42. TRUIST FINANCIAL CORP COM   2019-06-06 2020-03-05
109. UBER TECHNOLOGIES INC   2019-08-09 2020-05-04
10. UNITED PARCEL SERVICE CL B   2019-10-02 2020-02-03
43. UNITED PARCEL SERVICE CL B   2019-04-12 2020-05-04
15. UNITED PARCEL SERVICE CL B   2019-10-02 2020-05-04
16. UNITEDHEALTH GROUP INC   2019-04-12 2020-03-12
23. UNITEDHEALTH GROUP INC   2019-04-12 2020-05-04
9. UNITEDHEALTH GROUP INC   2020-04-08 2020-05-04
728. VANGUARD SMALL-CAP VIPERS   2019-08-26 2020-04-16
.188 VIATRIS INC COM   2019-04-12 2020-11-24
25. VIATRIS INC COM   2019-04-12 2020-11-30
69. VISA INC CL A   2019-04-12 2020-05-04
19. VMWARE INC CL A   2019-12-11 2020-05-04
15. VMWARE INC CL A   2019-04-12 2020-05-04
47. VONTIER CORPORATION COM   2020-05-04 2020-10-16
.2 VONTIER CORPORATION COM   2020-05-04 2020-10-21
187. WELLS FARGO & CO NEW   2019-04-12 2020-05-12
179. WELLS FARGO & CO NEW   2020-05-04 2020-05-12
8. WELLTOWER INC   2019-04-12 2020-11-09
26. GENPACT LTD   2020-05-04 2020-10-07
31. GENPACT LTD   2020-05-04 2020-10-20
14. GENPACT LTD   2020-05-04 2020-11-05
62. GENPACT LTD   2020-05-04 2020-12-23
80. IHS MARKIT LTD   2019-04-12 2020-05-04
7. LINDE PUBLIC LIMITED COMPANY   2019-04-12 2020-02-28
3. LINDE PUBLIC LIMITED COMPANY   2019-04-12 2020-03-02
4. LINDE PUBLIC LIMITED COMPANY   2019-04-12 2020-03-04
9. LINDE PUBLIC LIMITED COMPANY   2019-04-12 2020-03-06
20. APTIV PLC   2020-03-04 2020-05-04
19. ALCON INC   2020-04-22 2020-05-04
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(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 2,203   1,637 566
b 2,447   1,910 537
c 919   1,623 -704
d 948   1,337 -389
e 1,777   2,349 -572
5,539   4,384 1,155
3,316   4,393 -1,077
2,415   2,548 -133
6,560   6,091 469
1,930   2,046 -116
11,588   2,410 9,178
2,461   1,829 632
604   777 -173
3,363   4,328 -965
4,810   4,243 567
1,894   1,683 211
5,216   4,123 1,093
2,524   5,304 -2,780
9,631   3,125 6,506
3,210   3,093 117
883   1,105 -222
3,389   3,395 -6
5,070   3,813 1,257
2,660   4,715 -2,055
1,461   1,740 -279
417   483 -66
608   884 -276
629   834 -205
408   481 -73
306   357 -51
736   600 136
5,090   5,809 -719
902   1,156 -254
909   1,429 -520
1,055   1,962 -907
2,727   4,804 -2,077
1,437   1,851 -414
1,357   1,811 -454
956   821 135
2,811   2,419 392
756   484 272
90,149   80,783 9,366
2,053   1,608 445
1,619   1,394 225
790   978 -188
2,305   2,338 -33
3,363   3,290 73
664   1,121 -457
166   288 -122
1,291   1,673 -382
4,355   4,240 115
846   837 9
2,788   3,223 -435
2,281   1,844 437
4,030   2,766 1,264
833   773 60
15,725   13,787 1,938
613   580 33
4,751   5,007 -256
5,104   5,763 -659
3,708   4,359 -651
939   830 109
5,252   3,331 1,921
1,540   1,205 335
3,488   2,847 641
2,489   2,468 21
4,141   4,319 -178
1,749   1,329 420
12,805   14,884 -2,079
18,645   19,541 -896
57,015   54,638 2,377
1,165   1,231 -66
1,265   1,350 -85
260   262 -2
910   816 94
634   583 51
2,274   1,367 907
1,008   745 263
1,058   651 407
688   576 112
580   616 -36
792   924 -132
873   1,078 -205
3,496   1,438 2,058
7,117   2,497 4,620
4,427   2,007 2,420
2,336   587 1,749
638   160 478
3,375   3,573 -198
910   355 555
1,416   3,263 -1,847
394   787 -393
2,389   1,531 858
590   383 207
585   383 202
2,033   1,340 693
2,033   1,354 679
550   544 6
532   598 -66
1,583   1,739 -156
608   707 -99
2,001   2,283 -282
1,015   1,349 -334
4,028   5,140 -1,112
2,680   1,730 950
3,354   1,730 1,624
772   821 -49
110   126 -16
1,436   1,525 -89
159   333 -174
635   1,168 -533
856   1,667 -811
682   739 -57
5,456   4,096 1,360
592   813 -221
49   60 -11
100   136 -36
1,462   1,918 -456
1,264   1,022 242
1,992   2,517 -525
2,483   6,028 -3,545
4,459   4,252 207
187,183   215,737 -28,554
1,062   657 405
2,454   1,788 666
2,263   1,600 663
1,332   965 367
222   159 63
2,421   1,769 652
1,267   1,996 -729
1,993   2,541 -548
545   679 -134
1,706   1,641 65
3,706   3,985 -279
2,806   2,841 -35
1,069   940 129
4,362   4,670 -308
599   825 -226
1,834   2,050 -216
2,989   4,689 -1,700
1,032   1,147 -115
3,893   4,900 -1,007
1,358   1,591 -233
4,043   3,602 441
6,559   5,177 1,382
2,567   2,272 295
87,338   109,052 -21,714
3   3  
426   459 -33
12,104   10,959 1,145
2,388   2,864 -476
1,885   2,899 -1,014
1,315   1,046 269
6   4 2
4,582   8,692 -4,110
4,386   5,669 -1,283
514   607 -93
1,008   882 126
1,171   1,051 120
547   475 72
2,589   2,102 487
5,182   4,403 779
1,322   1,264 58
569   542 27
800   722 78
1,712   1,625 87
1,278   1,595 -317
951   967 -16
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
      246
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       566
b       537
c       -704
d       -389
e       -572
      1,155
      -1,077
      -133
      469
      -116
      9,178
      632
      -173
      -965
      567
      211
      1,093
      -2,780
      6,506
      117
      -222
      -6
      1,257
      -2,055
      -279
      -66
      -276
      -205
      -73
      -51
      136
      -719
      -254
      -520
      -907
      -2,077
      -414
      -454
      135
      392
      272
      9,366
      445
      225
      -188
      -33
      73
      -457
      -122
      -382
      115
      9
      -435
      437
      1,264
      60
      1,938
      33
      -256
      -659
      -651
      109
      1,921
      335
      641
      21
      -178
      420
      -2,079
      -896
      2,377
      -66
      -85
      -2
      94
      51
      907
      263
      407
      112
      -36
      -132
      -205
      2,058
      4,620
      2,420
      1,749
      478
      -198
      555
      -1,847
      -393
      858
      207
      202
      693
      679
      6
      -66
      -156
      -99
      -282
      -334
      -1,112
      950
      1,624
      -49
      -16
      -89
      -174
      -533
      -811
      -57
      1,360
      -221
      -11
      -36
      -456
      242
      -525
      -3,545
      207
      -28,554
      405
      666
      663
      367
      63
      652
      -729
      -548
      -134
      65
      -279
      -35
      129
      -308
      -226
      -216
      -1,700
      -115
      -1,007
      -233
      441
      1,382
      295
      -21,714
       
      -33
      1,145
      -476
      -1,014
      269
      2
      -4,110
      -1,283
      -93
      126
      120
      72
      487
      779
      58
      27
      78
      87
      -317
      -16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -24,121
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................................ 1 114
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........................... 3 114
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- ..... 5 114
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,257
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,257
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,143
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet116 RefundedBullet 11 1,027
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 ofbulletCOMERICA BANK Telephone no.bullet (877) 405-1091

    Located atbullet411 WEST LAFAYETTE M/C 3420DETROITMI ZIP+4bullet48226
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    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
    COMERICA BANK TRUSTEE
    1     		17,559    
    PO BOX 75000 M/C 3317
    DETROIT,MI482753317
    ALEXANDER MCKEEN ADVISORY COMMITTEE
    1     		0    
    5071 CHAMPLAIN CIRCLE
    WEST BLOOMFIELD,MI483233530
    EVELYN MCKEEN ADVISORY COMMITTEE
    1     		0    
    5071 CHAMPLAIN CIRCLE
    WEST BLOOMFIELD,MI483233530
    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
    1,194,768
    b
    Average of monthly cash balances.......................
    1b
    101,188
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,295,956
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,295,956
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,439
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,276,517
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    63,826
    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
    63,826
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    114
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    114
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    63,712
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    64,212
    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
    64,212
    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
    77,256
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    77,256
    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
    77,256
    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 64,212
    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...... 5,080
    b From 2016...... 6,020
    c From 2017...... 2,006
    d From 2018...... 5,587
    e From 2019...... 0
    fTotal of lines 3a through e........ 18,693
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 77,256
    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..... 64,212
    e Remaining amount distributed out of corpus 13,044
    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 31,737
    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) ...     		5,080
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		26,657
    10 Analysis of line 9:
    a Excess from 2016.... 6,020
    b Excess from 2017.... 2,006
    c Excess from 2018.... 5,587
    d Excess from 2019.... 0
    e Excess from 2020.... 13,044
    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:
    KERRY BERGERON
    39400 WOODWARD
    BLOOMFIELD HILLS,MI48304
    (248) 645-8946
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(C)(3) ORGANIZATIONS
    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
    ELIZABETH S MORAN SCHOLARSHIP FUND
    OFFICE OF PHILANTHROPY
    FORD PLACE - SUITE 5A
    DETROIT,MI48202     		NONE PC SCHOLARSHIPS 2,000
    MICHIGAN STATE UNIVERSITY
    412 JOHN HANNAH ADMIN BLDG
    EAST LANSING,MI488241046     		NONE PC OPERATING FUNDS 6,000
    KIRK IN THE HILLS
    1340 W LONG LAKE ROAD
    BLOOMFIELD,MI48302     		NONE PC GENERAL SUPPORT FOR DAILY 38,500
    DETROIT SYMPHONY ORCHESTRA INC
    3711 WOODWARD
    DETROIT,MI48201     		NONE PC GENERAL SUPPORT FOR DAILY 10,000
    PRESBYTERIAN VILLAGES OF MICHIGAN
    MICHIGAN
    26200 LAHSER RD
    SOUTHFILED,MI48033     		NONE PC GENERAL SUPPORT FOR DAILY 4,000
    PENRICKSON CENTER FOR BLIND
    CHILDREN
    26530 EUREKA
    TAYLOR,MI48180     		NONE PC GENERAL SUPPORT FOR DAILY 500
    EMANUEL UNITED CHURCH OF
    CHRIST
    324 W MAIN ST
    MANCHESTER,MI48158     		NONE PC GENERAL SUPPORT FOR DAILY 2,000
    THE VILLAGE CLUB FOUNDATION
    190 EAST LONG ROAD
    BLOOMFIELD HILLS,MI48304     		NONE PC GENERAL SUPPORT FOR DAILY 2,000
    MATRIX THEATRE COMPANY INC
    2730 BAGLEY
    DETROIT,MI48216     		NONE PC GENERAL SUPPORT FOR DAILY 500
    UNIVERSITY OF MICHIGAN
    3003 S STATE STREET
    ANN ARBOR,MI48109     		NONE PC GENERAL SUPPORT FOR DAILY 10,000
    Total .................................bullet 3a 75,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 24,829  
    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 ............     		    18 -24,121  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    14 500  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,208  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,208
    (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:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,004,793 1,377,004

    TY 2020 OtherExpensesSchedule
    Name:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 11 11   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 500 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Description Amount
    DIFFERENCE IN RECEIPTS AN TAXABLE INCOME 98
    SALE CROSSING TAX YEAR 1,041


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 6 6    


    TY 2020 TaxesSchedule
    Name:
    THE MCKEEN FOUNDATION
    EIN:
    91-2119007
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 288 288   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,497 0   0
    FOREIGN TAXES ON QUALIFIED FOR 324 324   0
    FOREIGN TAXES ON NONQUALIFIED 110 110   0