TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
NORMAN AND CHARLOTTE ULMER
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)63 KERCHEVAL NO 200
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
GROSSE POINTE FARMS, MI48236

A Employer identification number

27-0904169

B Telephone number (see instructions)

(313) 887-0207

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,711,234J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	52,155		52,155
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		44,570
b	Gross sales price for all assets on line 6a 730,050
7	Capital gain net income (from Part IV, line 2)...			44,570
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).......		3,655	3,655
12	Total. Add lines 1 through 11........	100,380		100,380
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		6,950	3,475	3,475
c	Other professional fees (attach schedule)....		32,816	32,816	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		854	854	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..........	40,620		37,145	3,475
25	Contributions, gifts, grants paid.......	125,424			125,424
26	Total expenses and disbursements. Add lines 24 and 25	166,044		37,145	128,899
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-65,664
b	Net investment income (if negative, enter -0-)			63,235
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	48,593	41,695	41,695
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	1,361,114	1,121,967	1,502,276
	c	Investments—corporate bonds (attach schedule).......	928,221	1,105,369	1,167,263
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,337,928	2,269,031	2,711,234
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	2,337,928	2,269,031
	29	Total net assets or fund balances (see instructions).....	2,337,928	2,269,031
	30	Total liabilities and net assets/fund balances (see instructions).	2,337,928	2,269,031

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,337,928

Enter amount from Part I, line 27a .....................

-65,664

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,272,264

Decreases not included in line 2 (itemize) bullet

3,233

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,269,031

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	COMERICA L/T PUBLICLY TRADED SECURITIES
b	COMERICA S/T PUBLICLY TRADED SECURITIES
c	INTERACTIVE CORP SHS.		2020-10-31	2020-06-30
d	INTERACTIVE CORP SHS.		2020-01-08	2020-06-30
e	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	599,899	559,760	40,139
b	116,533	121,188	-4,655
c	3,734	3,626	108
d	933	906	27
e	8,951		8,951

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			40,139
b			-4,655
c			108
d			27
e			8,951

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	44,570
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	879
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	879
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	879
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	2,264
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	2,264
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,385
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax1,385	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

MS AMY B HARTMANN Telephone no. bullet

(313) 887-0207

Located at bullet

63 KERCHEVAL STE 200GROSSE POINTE FARMSMI ZIP+4 bullet

48236

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
DIANE N CARDILLO	TREASURER 0.00	0	0	0
63 KERCHEVAL STE 200 GROSSE POINTE FARMS,MI48236	TREASURER 0.00	0	0	0
LINDA C VERNIER	PRESIDENT 0.00	0	0	0
63 KERCHEVAL STE 200 GROSSE POINTE FARMS,MI48236	PRESIDENT 0.00	0	0	0
DONNA C STEWART	SECRETARY 0.00	0	0	0
63 KERCHEVAL STE 200 GROSSE POINTE FARMS,MI48236	SECRETARY 0.00	0	0	0

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...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	NONE	0
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	NONE	0
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,479,686

Average of monthly cash balances.......................

57,354

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,537,040

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,537,040

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

38,056

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,498,984

Minimum investment return. Enter 5% of line 5..................

124,949

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.)

Minimum investment return from Part X, line 6....................

124,949

Tax on investment income for 2020 from Part VI, line 5......

879

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

879

Distributable amount before adjustments. Subtract line 2c from line 1............

124,070

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

124,070

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

124,070

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

128,899

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

128,899

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

128,899

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)

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				124,070
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......			94,068
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......
d From 2018......
e From 2019......
fTotal of lines 3a through e........	0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 128,899
a Applied to 2019, but not more than line 2a			94,068
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.....				34,831
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2020.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........				89,239
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....
c Excess from 2018....
d Excess from 2019....
e Excess from 2020....

Form 990-PF (2020)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ASCENSION ST JOHN FOUNDATION 22101 MOROSS ADMINISTRATION SUITE 450 DETROIT,MI48236	NONE	PC	FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES	31,356
JUVENILE DIABETES RESEARCH FOUNDATION 200 VALLEY ST 28TH FLOOR NEW YORK,NY10281	NONE	PC	FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES	31,356
ROCHESTER CHRISTIAN CHURCH 4435 N ROCHESTER RD ROCHESTER HILLS,MI48306	NONE	PC	FOR ORGANIZATION'S GENERAL CHARITABLE PURPOSES	31,356
ST JOHN HEALTH SYSTEM FOUNDATION 19251 MACK AVE SUITE 102 GROSSE POINTE WOODS,MI48236	NONE	PC	TO SUPPORT ARTHUR & CAROLYN ULMER WOMEN'S HEALTH ENDOWMENT.	31,356
Total ................................. 3a				125,424

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
aN/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	52,155
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....			14	3,655
8 Gain or (loss) from sales of assets other than inventory ............			18	44,570
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		100,380	0

13Total. Add line 12, columns (b), (d), and (e)..................

100,380

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,950	3,475		3,475

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AT&T INCA.45% 04/01/2024-2024	4,448	4,467
ACTIVISION BUZZARD INC 3.4% 06/15/2027-2027	15,977	18,147
ALEXANDRIA REAL EST ATE 3.95'I'O 01115/2028-2027	19,820	22,069
ALTRIA GROUP INC GTD NT 2.95% 05102/2023	29,247	30,561
AMERICAN INTL GROUP INC 4.125% 02/1512024	12,714	13,287
AMERICAN INTL GROUP INC 3.9% 04101/2026-2026	15,452	17,104
AMERICAN TOWER REIT SR NT 5% 02/15/2024	5,447	5,659
AMERICAN-TOWER REIT 4% 6/1/2025	15,611	16,941
AMERICAN TOWER REIT 3.55% 07/15/2027-2027	7,087	7,916
AMGEN INC 3.625% 05/2212024-2024	10,996	10,977
AMGEN INC 3.2% 11/02/2027-2027	19,161	21,332
ANHEUSER-BUSCH INBEV WORLDWIDE I 4% 04/13/2028-2028	13,731	15,326
ANTHEM INC 2.95% 12/01/2022-2022	8,160	8,381
ANTHEM INC 4.101 % 03/01/2028-2027	21,066	23,644
APPLE INC 3.45% 05/06/2024	22,112	22,024
BAKER HUGHES A GE CO LLC / BAKER 2.773% 12/15/2022-2022	9,097	9,400
BAKER HUGHES A GE CO LLC / BAKER 3.337% 12/15/2027-2027	18,691	21,286
BANK AMER FDG CORP 3.593% 07/21/2028-2027	12,341	13,632
BANK AMER FDG CORP 3.97% 03/05/2029-2028	15,701	17,514
BANK NEW YORK MELLON CORP MEDIUM 2.661 % 05/16/2023-2022	6,077	6,183
BP CAP MARKETS AMERICA 3.224% 04/14/2024-2024	9,698	9,736
BURLINGTON NORTHN SANTA FE LLC 3.4% 09/01/2024-2023	17,663	17,556
CBS CORP NEW GTD SR NT 2.9% 01/15/2027-2026	13,344	15,362
CITIGROUP INC 3.668% 07/24/20282027	12,347	13,605
CITIGROUP INC 3.52% 10/27/2028-2027	16,135	18,089
COMCAST CORP 3.6% 03/01/2024	5,507	5,501
CROWN CASTLE INTL CORP NEW 4% 03/01/2027-2026	8,239	9,188
D R HORTON INC 5. 75% 08/15/20232023	2,196	2,244
ENTERPRISE PRODS OPER LLC 3.35% 03/15/2023-2022	2,074	2,114
ENTERPRISE PRODS OPER LLC 3.9% 02/15/2024-2023	1,080	1,093
GENERAL MOTORS CO 4.875% 10/2/2023	14,738	15,531
GENERAL MTRS FINL CO INC 4% 01/15/2025-2024	11,029	12,108
GENERAL MTRS FINL CO.INC 5.1% 01/17/20242023	3,292	3,357
GOLDMAN SACHS GROUP INC 3.65% 07/08/2024-2024	5,197	5,527
GOLDMAN SACHS 2.908% 06/05/2023-2022	2,012	2,071
GOLDMAN SACHS 3.691% 06/0512028-2027	21,381	24,192
JPMORGAN CHASE & CO 3.54% 05/01 /2028-2027	20,468	22,822
JPMORGAN CHASE & CO 3.22% 03/01/2025-2024	5,088	5,392
KINDER MORGAN INC DEL 3.15% 01/1512023-2022	1,013	1,052
LOWES 3.1% 05/03/2027-2027	19,038	21,316
MCDONALDS CORP 3. 7% 01/30/2026-2025	1,095	1,139
MISSISSIPPI POWER CO 3.95% 03/30/2026-2027	18,743	20,979
MORGAN STANLEY 2. 72% 07/22/2025-2024	1,020	1,070
MORGAN STANLEY3.591% 07/22/20282027	12,315	13,701
MORGAN STANLEY SR NT FIXED/FLTG 3. 772% 01 /24/2029-2028	15,462	17,389
NEWFIELD SR NT 5.625% 07/01/2024	15,361	14,996
PIONEER NATURAL RESOURCES CO 4.45% 01/1512026-2025	4,278	4,626
SANTANDER UK PLC 4% 03/13/2024	7,764	7,742
SOUTHERN CALIF EDISON CO 2.25% 06/01/2030-2030	1,027	1,041
THERMO FISHER SCIENTIFIC INC 3% 04/ 15/2023-2023	7,142	7,388
THERMO FISHER SCIENTIFIC INC 2.95% 09/19/2026-2026	7,929	8,918
UDR INC MEDIUM TERM NTS BOOK ENT 3.5% 07 /01 /2027-2027	16,219	17,843
VIRGINIA ELEC & PWR CO 2.75% 03/15/20232022	8,094	8,376
VMWARE INC 2.95%08/21/20222022	15,926	16,598
VMWARE INC 3.9% 08/21/2027-2027	13,069	14,666
WASTE MANAGEMENT INC 3.125% 03/01/20252024	18,522	19,707
WELLS FARGO & CO 3.069% 01/24/20232022	18,160	18,514
WELLS FARGO & CO MEDIUM TERM SR 3.584% 05122120282027	11,434	12,469
DIAGEO 2.625% 04129/2023-2023	1,042	1,047
ENBRIDGE INC 3. 7% 07/ 15/2027-2027	21,563	23,934
DOMINION GAS HLDGS LLC US257375AH87 3.6% 12/15/20242024	1,038	1,106
EL PASO PIPELINE PARTNERS OPER C US28370TAG40 4.3% 05/01/20242024	4,225	4,429
ENTERGY US29364GAJ222.95% 09/01 /2026-2026	23,787	26,453
GENERAL MTRS FINL CO INC US37045XAL01 4.25% 05/15/2023	2,056	2,156
KINDER MORGAN INC DEL 4.3% 06/01/2025-2025	15,813	17,115
SANTANDER HLDGS USA INC 4.5% 07/17/20252025	15,759	17,018
MAINSTAY MACKAY FUND HIGH YIELD CORPORATE BOND FUND-I	79,874	81,621
VANGUARD SIT BO INDEX ADM	272,177	271,516

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INC	9,777	8,570
ACTIVISION BLIZZARD INC	2,409	4,178
CENTURYLINK INC	4,389	4,251
COMCAST CORP CL A	6,003	7,912
WALT DISNEY CO	4,335	6,885
FACEBOOK INC	13,487	21,853
NETFLIX.COM INC	4,427	4,867
NEWS CORP NEW	2,172	2,893
SIRIUS XM HLDGS INC	1,530	1,720
T-MOBILE US INC	13,677	18,879
TWITTER INC	2,464	4,603
VERIZON COMMUNICATIONS	18,292	19,564
AMAZON COM INC	31,934	32,569
CARMAX INC	2,414	2,834
CROWDSTRIKE HOLDINGS INC A	1,481	6,355
D R HORTON INC	3,126	5,789
EBAY INC	2,733	3,869
GENERAL MOTORS CO	2,531	2,873
GENUINE PARTS CO	3,646	3,615
HILTON WORLDWIDE HLDGS INC	2,727	3,338
HOME DEPOT INC	8,080	10,359
LOWES COS INC	2,774	4,494
MGM MIRAGE	2,624	3,750
MCDONALDS CORP	6,139	6,867
NIKE INCCL B	3,682	6,366
PULTE HOMES INC	2,535	4,140
RAYTHEON TECHNOLOGIES CORP	3,017	2,860
STARBUCKS CORP	4,007	5,991
TJX COMPANIES INC NEW	3,795	5,053
TARGET CORP	5,390	9,180
TESLA MTRS INC	7,263	8,468
UBER TECHNOLOGIES INC	3,231	3,723
WHIRLPOOL CORP	2,733	3,249
YUM! BRANDS INC	4,978	5,537
BROWN FORMAN CORP CL B	3,164	4,686
COLGATE PALMOLIVE CO	6,627	8,038
KROGER CO	3,119	3,112
PEPSICO INC	13,836	16,165
PROCTER & GAMBLE CO	15,402	21,288
SYSCO	2,174	2,302
WAL-MART STORES INC	7,270	10,379
CHEVRON CORPORATION	8,496	5,912
CONOCOPHILUPS	5,053	4,199
EOG RESOURCES INC	4,785	2,444
EXXON MOBIL CORPORATION	10,248	5,565
KINDER MORGAN INC DEL COM	4,139	2,857
PHILLIPS66	3,892	2,868
ALLSTATE CORP	2,259	2,748
ALLY FINL INC	2,615	3,138
AMERICAN EXPRESS CO	4,613	4,836
AMERICAN INTL GROUP INC	3,295	2,385
AMERIPRISE FINL INC	4,800	6,219
BANK OF AMERICA CORP	9,362	10,245
BERKSHIRE HATHAWAY INC CL B	13,382	15,303
CITIGROUP INC	7,349	6,721
IRON MTN INC NEW	2,313	2,299
JPMORGAN CHASE & CO	10,448	14,613
LINCOLN NATL CORP IND	1,978	2,465
MARSH & MCLENNAN COS INC	3,915	4,797
METLIFEINC	2,659	2,582
MORGAN STANLEY	3,017	4,729
PNC FINANCIAL SERVICES GROUP	4,377	4,768
PROLOGIS INC	2,797	3,787
TRUIST FINANCIAL CORP COM	2,942	2,876
US BANCORP	4,914	4,426
WELLS FARGO & CO & CO NEW	7,119	4,497
ABBOTT LABS	6,397	9,526
ABBVIE INC	4,762	6,643
AGILENT TECHNOLOGIES INC	2,275	3,555
ALEXION PHARMACEUTICALS INC	3,815	5,625
AMGEN INC	6,028	7,817
BRISTOL MYERS SQUIBB CO	2,905	3,908
CVS/CAREMARK CORP	3,017	3,757
DANAHER CORP	8,367	15,106
HCA HLDGS INC COM	3,401	4,440
JOHNSON & JOHNSON	14,762	17,312
LILLY ELI & CO	3,447	5,065
MERCK & CO INC NEW	9,307	9,980
PFIZER INC	10,039	9,571
THERMO FISHER SCIENTIFIC INC	8,613	14,439
UNITEOHEAL TH GROUP INC	9,726	14,027
VEE VA SYS INC CLASS A	3,601	6,534
ZOETIS INC	5,204	9,268
BOEING CO	1,802	2,141
CSX CORP	2,739	3,267
CATERPILLAR INC	4,456	6,189
EMERSON ELECTRIC	3,914	4,828
FORTUNE BRANDS HOME & SEC INC	3,787	7,372
GENERAL ELECTRIC CO	4,737	4,255
HONEYWELL INTERNATIONAL INC	7,700	9,784
JACOBS ENGR GROUP INC	2,109	3,051
LYFTINC-A	2,027	2,702
MASCO CORP	3,771	5,108
3MCO	4,949	4,894
UNION PACIFIC CORP	6,045	7,704
JOHNSON CONTROLS INTERNATION	3,221	3,773
ADOBE SYS INC	7,139	13,003
ADVANCED MICRO DEVICES INC	1,968	2,201
APPLE INC	17,910	52,943
APPLIED MATLS INC	2,572	5,782
CADENCE DESIGN SYS	4,537	6,003
CISCO SYS INC	12,732	11,232
CITRIX SYS INC	2,415	2,082
HENRY JACK & ASSOC INC	3,803	4,536
INTELCORP	14,068	13,998
IBM CORP	5,990	5,539
MASTERCARD INC	9,387	13,921
MICROSOFT CORP	28,433	47,820
MICRON TECHNOLOGY INC	2,079	4,135
NORTON LIFE LOCK INC	1,981	2,099
NVIDIA CORP	4,353	13,577
OKTA INC	2,290	5,339
ORACLE CORPORATION	8,017	9,768
PAYPAL HLDGS INC	5,591	12,413
QORVO INC	3,219	4,822
SALESFORCE.COM INC	4,217	6,231
SQUARE INC	2,730	9,141
SYNOPSYS INC	7,263	13,740
TEXAS INSTRS INC	6,940	10,176
TWILIOINC	1,657	5,755
VISA INC CL A	13,803	19,904
AIR PRODUCTS & CHEMICAL INC	5,904	7,650
ECOLAB INC	1,487	2,163
INTERNATIONAL PAPER CO	2,383	2,685
NEWMONT MNG CORP	2,030	1,975
BLACKSTONE GROUP INC COM	2,876	3,305
AMERICAN TOWER REIT	5,334	6,284
CBRE GROUP INC	4,028	5,832
VEREIT INC COM	2,572	2,267
WEYERHAEUSER CO	2,418	2,984
AMEREN CORP	2,336	2,498
DUKE ENERGY CORP NEW	5,174	5,585
NRG ENERGY INC	1,907	2,103
NEXTERA ENERGYINC	5,510	8,949
SOUTHERN CO	2,207	2,396
ACCENTURE PLC CL A	7,457	10,971
EA TON CORP PLC	3,914	6,127
LINDE PUBLIC LIMITED COMPANY	5,321	7,378
MEDTRONIC PLC	7,796	9,840
SEAGATE TECHNOLOGY	2,384	2,611
TRANE TECHNOLOGIES PLC	3,616	5,516
COLUMBIA EMERGING MARKETS FUND INST	51,341	82,864
HARDING LOEVNER FDS INC INTERNATIONAL EQUITY PORTFOLIO	55,957	70,150
WCM FOCUSED INTERNATIONAL GROWTH FUND-INS	55,957	79,094
NORTHERN SMALL CAP VALUE FD	63,716	64,511
VICTORY TRIVALENT INTEANA TIONAL SMALL CAP FUND	61,384	83,250
VIRTUS KAR SMALL-CAP GROWTH FUND-I	48,780	74,784

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Description	Amount
BOOK/TAX DIFFERENCE	3,233

- TIN:

TY 2020 OtherIncomeSchedule2

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS	3,655	3,655	3,655

- TIN:

TY 2020 OtherProfessionalFeesSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT	32,816	32,816		0

- TIN:

TY 2020 TaxesSchedule

Name:

NORMAN AND CHARLOTTE ULMER

FAMILY FOUNDATION

EIN:

27-0904169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	854	854		0