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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
Name of foundation
A ALFRED TAUBMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 EAST LONG LAKE ROAD 190
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48304
A Employer identification number

27-1366308
B Telephone number (see instructions)

(248) 258-7200
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$174,865,731J 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) 79,219,580
2 Check bullet.............
3 Interest on savings and temporary cash investments 90,629 99,278  
4 Dividends and interest from securities... 945,272 945,272  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 1,357,935
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 59,416  
12 Total. Add lines 1 through 11........ 80,255,481 2,461,901  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 84,442 0   84,442
15 Pension plans, employee benefits....... 27,244 0   27,244
16a Legal fees (attach schedule)......... Click to see attachment 70,514 35,257   35,257
b Accounting fees (attach schedule)....... Click to see attachment 705,794 352,897   352,897
c Other professional fees (attach schedule).... Click to see attachment 284,188 32,000   252,188
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 115,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 14,634 772,363   17,394
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,301,816 1,192,517   769,422
25 Contributions, gifts, grants paid....... 4,204,203 4,204,203
26 Total expenses and disbursements. Add lines 24 and 25 5,506,019 1,192,517   4,973,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 74,749,462
b Net investment income (if negative, enter -0-) 1,269,384
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 118,324 464,342 464,342
2 Savings and temporary cash investments......... 52,874,545 14,313,892 14,313,892
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment85,673,346 85,673,346
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).......... 57,672,563 Click to see attachment74,414,151 74,414,151
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) 110,665,432 174,865,731 174,865,731
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 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 110,665,432 174,865,731
29 Total net assets or fund balances (see instructions)..... 110,665,432 174,865,731
30 Total liabilities and net assets/fund balances (see instructions). 110,665,432 174,865,731
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
110,665,432
2
Enter amount from Part I, line 27a .....................
2
74,749,462
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
185,414,894
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,549,163
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
174,865,731
Form 990-PF (2021)
Form 990-PF (2021)
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 K-1 SHORT-TERM CAPITAL LOSS P    
b K-1 LONG-TERM CAPITAL GAIN P    
c K-1 SEC. 1256 CONTRACTS & STRADDLES P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     96,865 -96,865
b 1,428,688     1,428,688
c 26,112     26,112
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -96,865
b       1,428,688
c       26,112
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,357,935
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,644
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 17,644
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 119,009
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.............. 7 119,009
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 10 101,365
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet101,365 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletBRIAN MCCULLOUGH Telephone no.bullet (248) 258-7303

    Located atbullet200 E LONG LAKE RD STE 180BLOOMFIELD HILLSMI ZIP+4bullet48304
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    GAYLE T KALISMAN PRESIDENT
    5.00     		0 0 0
    200 EAST LONG LAKE RD SUITE 180
    BLOOMFIELD HILLS,MI48304
    WILLIAM S TAUBMAN VICE PRESIDENT
    0.00     		0 0 0
    200 EAST LONG LAKE RD SUITE 180
    BLOOMFIELD HILLS,MI48304
    ROBERT S TAUBMAN TREASURER
    0.00     		0 0 0
    200 EAST LONG LAKE RD SUITE 180
    BLOOMFIELD HILLS,MI48304
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    DR GEORGE POSTE CONSULTING 200,000
    PO BOX 647
    GILBERTSVILLE,PA19525
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    76,544,427
    b
    Average of monthly cash balances.......................
    1b
    42,703,915
    c
    Fair market value of all other assets (see instructions)................
    1c
    68,849,797
    d
    Total (add lines 1a, b, and c).........................
    1d
    188,098,139
    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
    188,098,139
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,821,472
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    185,276,667
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    9,263,833
    Part X
    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 IX, line 6..................
    1
    9,263,833
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,644
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,644
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,246,189
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,246,189
    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 XII, line 1 ...
    7
    9,246,189
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 9,246,189
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 2,138,135
    b From 2017...... 3,208,124
    c From 2018...... 2,850,527
    d From 2019...... 2,459,001
    e From 2020......  
    f Total of lines 3a through e ........ 10,655,787
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,973,625
    a Applied to 2020, 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 2021 distributable amount..... 4,973,625
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 4,272,564 4,272,564
    (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 6,383,223
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		6,383,223
    10 Analysis of line 9:
    a Excess from 2017.... 1,073,695
    b Excess from 2018.... 2,850,527
    c Excess from 2019.... 2,459,001
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    GAYLE T KALISMAN
    WILLIAM S TAUBMAN
    ROBERT S TAUBMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GAYLE TAUBMAN KALISMAN
    200 EAST LONG LAKE ROAD SUITE 190
    BLOOMFIELD HILLS,MI48304
    (248) 258-7200
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING. THERE ARE NO GRANT APPLICATION GUIDELINES. HOWEVER, APPLICATIONS SHOULD PROVIDE A BRIEF EXPLANATION OF WHAT APPLICANTS EXPECT TO RECEIVE FROM THE FOUNDATION AND WHY. IN ADDITION, IT WOULD BE OF ASSISTANCE IF A LIST OF CONTRIBUTORS THAT HAVE RESPONDED TO SIMILAR REQUESTS BE PROVIDED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF RABIN MEDICAL CENTER
    636 BROADWAY SUITE 618
    NEW YORK,NY10012     		NONE PC GENERAL FUND 10,000
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		NONE PC GENERAL FUND 50,000
    BOULDER FISH AND GAME CLUB
    4509 NAVAJO PL
    BOULDER,CO80303     		NONE PC GENERAL FUND 5,000
    BOULDER VALLEY WOMENS HEALTH CENTER
    2855 VALMONT RD
    BOULDER,CO80303     		NONE PC GENERAL FUND 10,000
    BROOKLYN MUSEUM
    200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC GENERAL FUND 100,000
    BROOKLYN MUSEUM
    200 EASTERN PARKWAY
    BROOKLYN,NY11238     		NONE PC 2022 ARTIST'S BALL 50,000
    BROOKLYN PUBLIC LIBRARY
    10 GRAND ARMY PLAZA
    BROOKLYN,NY11238     		NONE PC 125TH GALA CELEBRATION 5,000
    BROWN UNIVERSITY
    350 EDDY STREET 6TH FLOOR
    PROVIDENCE,RI02903     		NONE PC GENERAL FUND 5,000
    CAP AND CONQUER
    6632 TELEGRAPH RD STE 123
    BLOOMFIELD HILLS,MI48301     		NONE PC 2ND ANNUAL GOLF OUTING 5,000
    CHILD MIND INSTITUTE
    101 EAST 56TH STREET
    NEW YORK,NY10022     		NONE PC 2021 CHILD ADVOCACY AWARDS 100,000
    COBALT FOUNDATION (COBALT AF)
    1987 WADSWORTH BLVD STE A
    LAKEWOOD,CO80214     		NONE PC FUNDS FOR COBALT AF 5,000
    COLLEGIATE SCHOOL
    301 FREEDOM PLACE SOUTH
    NEW YORK,NY10069     		NONE PC GENERAL FUND 25,000
    COLORADO TROUT UNLIMITED
    1536 WYNKOOP ST STE 320
    DENVER,CO80202     		NONE PC TROUT IN THE CLASSROOM PROGRAM 10,000
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		NONE PC CRANBROOK SCHOOLS FUND CRANBROOK EDUCATIONAL COMMUNITY FUND 100,000
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		NONE PC JULIA REYES TAUBMAN ENDOWED SCHOLARSHIP FUND 100,000
    CREATIVE TIME
    59 EAST 4TH STREET 6TH FLOOR
    NEW YORK,NY10003     		NONE PC CREATIVE TIME'S ANNUAL APPEAL 5,000
    DAIRY ARTS CENTER
    2590 WALNUT ST
    BOULDER,CO80302     		NONE PC A. ALFRED TAUBMAN FOUNDATION ENDOWMENT 15,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		NONE PC DIA NOW ENDOWMENT FUND 350,000
    DETROIT PUBLIC THEATRE
    684 W BALTIMORE ST STE 203
    DETROIT,MI48202     		NONE PC NEXT STAGE COMPREHENSIVE CAMPAIGN 50,000
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVE
    DETROIT,MI48202     		NONE PC GENERAL FUND 5,000
    FRIENDS OF RECREATION
    PO BOX 977
    PALM BEACH,FL33480     		NONE PC THE MORTON AND BARBARA MANDEL RECREATION CENTER 14,000
    GEORGETOWN UNIVERSITY
    2115 WISCONSIN AVE NW SUITE 500
    WASHINGTON,DC20007     		NONE PC GENERAL FUND 1,000
    HAROLD GRINSPOON FOUNDATION
    67 HUNT ST STE 100
    AGAWAM,MA01001     		NONE PC PJ LIBRARY 25,000
    HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138     		NONE PC GRAHAM T. ALLISON JR. PLAZA FUND 750,000
    HARVARD UNIVERSITY
    1033 MASSACHUSETTS AVE STE 3
    CAMBRIDGE,MA02138     		NONE PC TAUBMAN CENTER FOR STATE AND LOCAL GOVERNMENT 200,000
    HILLEL DAY SCHOOL OF METROPOLITAN DETROIT
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		NONE PC 2022 ANNUAL GALA 25,000
    HOLOCAUST MEMORIAL CENTER ZEKELMAN FAMILY CAMPUS
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI48334     		NONE PC 37TH ANNIVERSARY BENEFIT 25,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		NONE PC 2021 ANNUAL CAMPAIGN 1,000,000
    JEWISH HOSPICE & CHAPLAINCY NETWORK
    6555 W MAPLE RD
    WEST BLOOMFIELD TOWNSH,MI48322     		NONE PC TAUBMAN FAMILY PATIENT CARE FUND 25,000
    JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
    2700 F ST NW
    WASHINGTON,DC20566     		NONE PC GENERAL FUND 1,000
    KODE WITH KLOSSY
    632 BROADWAY SUITE 601
    NEW YORK,NY10012     		NONE PC GENERAL FUND 100,000
    LOUIS ARMSTRONG HOUSE MUSEUM
    34-56 107TH STREET
    QUEENS,NY11368     		NONE PC EDUCATION CENTER CAMPAIGN IN MEMORY OF JEROME CHAZEN 100,000
    LOUIS ARMSTRONG HOUSE MUSEUM
    34-56 107TH STREET
    QUEENS,NY11368     		NONE PC 2021 GALA 5,000
    MICHIGAN HILLEL
    1429 HILL ST
    ANN ARBOR,MI48104     		NONE PC GENERAL FUND 10,000
    MORSELIFE FOUNDATION
    4847 DAVID S MACK DR
    WEST PALM BEACH,FL33417     		NONE PC GENERAL FUND 18,000
    MOUNT VERNON LADIES' ASSOCIATION
    PO BOX 110
    MOUNT VERNON,VA22121     		NONE PC GENERAL FUND 1,000
    MUSEUM OF ARTS AND DESIGN
    2 COLUMBUS CIRCLE
    NEW YORK,NY10019     		NONE PC MAD BALL 2021 25,000
    NATIONAL ARCHIVES FOUNDATION
    700 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20408     		NONE PC GENERAL FUND 1,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW STE 550
    WASHINGTON,DC20006     		NONE PC GENERAL FUND 1,000
    NEW YORK PRESBYTERIAN HOSPITAL
    850 THIRD AVENUE 12TH FLOOR
    NEW YORK,NY10022     		NONE PC HTS WOMEN'S CLINIC 125,000
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE
    NEW YORK,NY10012     		NONE PC GREY ART GALLERY 5,000
    NF FORWARD DETROIT
    1074 WOODWARD AVENUE
    DETROIT,MI48226     		NONE PC BENEFIT IX 12,500
    NORTON MUSEUM OF ART
    1450 S DIXIE HWY
    WEST PALM BEACH,FL33401     		NONE PC GENERAL FUND 24,000
    PALM BEACH DAY ACADEMY
    241 SEAVIEW AVE
    PALM BEACH,FL33480     		NONE PC GENERAL FUND 40,000
    PALM BEACH SYNAGOGUE
    120 N COUNTY RD
    PALM BEACH,FL33480     		NONE PC GENERAL FUND 10,000
    PARK AVENUE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL FUND 1,000
    PARK AVENUE SYNAGOGUE
    50 E 87TH ST
    NEW YORK,NY10128     		NONE PC GENERAL FUND 18,000
    PERFORMA INC
    100 WEST 23RD ST FLOOR 5
    NEW YORK,NY10011     		NONE PC SPRING 2022 GALA 750
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		NONE PC GENERAL FUND 50,000
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211     		NONE PC GENERAL FUND 75,000
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211     		NONE PC BUILDING FOR THE FUTURE CAMPAIGN 50,000
    SKIN CANCER FOUNDATION
    205 LEXINGTON AVE 11TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL FUND 1,000
    SOCIETY OF THE CINCINNATI
    2118 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20008     		NONE PC GENERAL FUND 1,000
    SOCIETY OF THE FOUR ARTS
    2 FOUR ARTS PLAZA
    PALM BEACH,FL33480     		NONE PC 2022 CONTEMPORARIES GALA 100,000
    TOWN OF PALM BEACH UNITED WAY
    44 COCOANUT ROW SUITE M201
    PALM BEACH,FL33480     		NONE PC GENERAL FUND 25,000
    TOWN OF PALM BEACH UNITED WAY
    44 COCOANUT ROW SUITE M201
    PALM BEACH,FL33480     		NONE PC GENERAL FUND 25,000
    UNITED STATES CAPITOL HISTORICAL SOCIETY
    200 MARYLAND AVENUE NE
    WASHINGTON,DC20002     		NONE PC GENERAL FUND 1,000
    UNIVERSITY HILL PTA
    956 16TH STREET
    BOULDER,CO80302     		NONE PC GENERAL FUND 5,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    1995 UNIVERSITY AVENUE SUITE 400
    BERKELEY,CA94704     		NONE PC THE A. ALFRED TAUBMAN FOUNDATION FELLOWSHIP ENDOWMENT 100,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC NEURONETWORK FOR EMERGING THERAPIES 50,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC HARRIET HILLER RESEARCH PROFESSORSHIP IN NEUROLOGY 50,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC J. IRA HARRIS MEMORIAL FUND 50,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC TAUBMAN REAL ESTATE & URBAN TECH FUND 33,333
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC EXECUTIVE DIRECTOR'S INNOVATION FUND 3,000
    VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION
    1301 AVENUE OF THE AMERICAS 23022
    NEW YORK,NY10019     		NONE PC GENERAL FUND 6,620
    VENETIAN HERITAGE INC
    PO BOX 1358
    NEW YORK,NY10150     		NONE PC GENERAL FUND 10,000
    Total .................................bullet 3a 4,204,203
    bApproved for future payment
    DAIRY ARTS CENTER
    2590 WALNUT ST
    BOULDER,CO80302     		NONE PC A. ALFRED TAUBMAN FOUNDATION ENDOWMENT 25,000
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		NONE PC GENERAL OPERATING ENDOWMENT 3,150,000
    JEWISH HOSPICE & CHAPLAINCY NETWORK
    6555 W MAPLE RD
    WEST BLOOMFIELD TOWNSH,MI48322     		NONE PC TAUBMAN FAMILY PATIENT CARE FUND 75,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    1995 UNIVERSITY AVENUE SUITE 400
    BERKELEY,CA94704     		NONE PC THE A. ALFRED TAUBMAN FOUNDATION FELLOWSHIP ENDOWMENT 400,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET SUITE 8000
    ANN ARBOR,MI48109     		NONE PC NEURONETWORK FOR EMERGING THERAPIES 200,000
    Total .................................bullet 3b 3,850,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 90,629  
    4 Dividends and interest from securities ....          
    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 ............     		         
    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 1,035,901 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,035,901
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    A ALFRED TAUBMAN FOUNDATION
     
    Employer identification number

    27-1366308
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    A ALFRED TAUBMAN FOUNDATION
          		Employer identification number
    27-1366308
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    A ALFRED TAUBMAN CHARITABLE LEAD ANNUITY TRUST
     
    200 EAST LONG LAKE ROAD SUITE 180
     
    BLOOMFIELD HILLS, MI48304

    		$ 79,219,580


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    A ALFRED TAUBMAN FOUNDATION
          		Employer identification number

    27-1366308
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    A ALFRED TAUBMAN FOUNDATION
          		Employer identification number

    27-1366308
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 705,794 352,897   352,897

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SPDR S&P 500 ETF TRUST 85,673,346 85,673,346

    TY 2021 InvestmentsOtherSchedule2
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OAKTREE VALUE EQUITY FUND (DELAWARE), L.P. FMV 19,711,903 19,711,903
    GSP 3.0 FUND, L.P. FMV 6,023,072 6,023,072
    GSP 3 FT AC, L.P. FMV 1,870,601 1,870,601
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 17,618,499 17,618,499
    GSP 3 CC AC, LP FMV 1,217,503 1,217,503
    ZIGG SPR OPPORTUNITY I, LLC FMV 386,673 386,673
    BLOCKCHANGE VENTURES III, LP FMV 354,991 354,991
    SKYE GLOBAL FUND LTD FMV 8,503,799 8,503,799
    JENOP GLOBAL HEALTHCARE FMV 4,857,341 4,857,341
    KINGSWAY FCI CO-INVESTMENT SPC FMV 1,055,220 1,055,220
    GSP 3 PJW AC, LP FMV 1,222,904 1,222,904
    CONTRARY CAPITAL III, LP FMV 841,494 841,494
    KINGSWAY FRONTIER CON OPP GROWTH FUND LTD FMV 1,667,495 1,667,495
    SNC MARKET SPV LLC FMV 1,940,000 1,940,000
    MARKETERHIRE HOLDINGS LLC FMV 1,000,000 1,000,000
    LIONTREE INVESTMENT FUND, L.P. FMV 954,378 954,378
    GSP 3 WC AC, LP FMV 797,725 797,725
    TQ VENTURES III EARLY LP FMV 108,056 108,056
    TQ VENTURES III GROWTH LP FMV 342,568 342,568
    BACKEND CAPITAL II, LP FMV 108,895 108,895
    HG VORA OPP CAPITAL FUND II (CAYMAN) LP FMV 1,280,243 1,280,243
    THRIVE CAPITAL PARTNERS VIII GROWTH, L.P. FMV 188,913 188,913
    MENA DIGITAL LIMITED - CONVERTIBLE NOTE FMV 350,000 350,000
    GAINLINE EQUITY FUND II LP FMV 690,513 690,513
    GROVE POINT MARINAS HOLDINGS, L.P. FMV 314,136 314,136
    GSP ARB COINVEST FUND, L.P. FMV 656,666 656,666
    SHAD COLLECTIVE, LLC FMV 80,000 80,000
    SSC PARENT HOLDINGS, LLC FMV 270,563 270,563

    TY 2021 LegalFeesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 70,514 35,257   35,257


    TY 2021 OtherDecreasesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Description Amount
    UNREALIZED LOSSES FROM INVESTMENTS 10,549,163


    TY 2021 OtherExpensesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REGISTERED AGENT FEES 148 0   148
    STATE OF DELAWARE - FILING FEE 25 0   25
    DATA MANAGEMENT EXPENSE 5,000 0   5,000
    PAYROLL PROCESSING FEES 746 0   746
    MEMBERSHIP FEES 5,837 0   5,837
    LIABILITY INSURANCE 2,846 0   2,846
    SUPPLIES, POSTAGE, AND OTHER 32 0   32
    K-1 EXPENSES 0 729,829   0
    PASSTHROUGH CHARITABLE EXPENSES 0 0   2,760
    PASSTHROUGH INVESTMENT INTEREST EXPENSE 0 42,534   0


    TY 2021 OtherIncomeSchedule2
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 MISCELLANEOUS INCOME   59,416  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DR. GEORGE POSTE MDX LLC PO BOX 647 GILBERTSVILLE, PA 19525 0 0   0
    PAYMENT MADE PURSUANT TO CONSULTING AGREEMENTS DATED 1/1/21 & 1/1/22 200,000 0   200,000
    CHARITABLE CONSULTING 52,188 0   52,188
    MERCER INVESTMENT CONSULTING SERVICES 32,000 32,000   0


    TY 2021 TaxesSchedule
    Name:
    A ALFRED TAUBMAN FOUNDATION
    EIN:
    27-1366308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 115,000 0   0