Form990-PF
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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 01-01-2021 , and ending 12-31-2021
Name of foundation
RUTH MOTT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 EAST COURT STREET 3C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLINT, MI485021649
A Employer identification number

38-2876435
B Telephone number (see instructions)

(810) 233-0170
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$288,091,185J 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) 22,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 57,216 57,216  
4 Dividends and interest from securities... 4,184,561 4,079,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,853,294
b Gross sales price for all assets on line 6a 81,387,492
7 Capital gain net income (from Part IV, line 2)... 25,991,154
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 472 0  
12 Total. Add lines 1 through 11........ 30,117,543 30,127,450  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 265,028 2,650   262,378
14 Other employee salaries and wages...... 1,336,256 5,667   1,316,086
15 Pension plans, employee benefits....... 310,394 1,548   310,232
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 30,500 0   30,500
c Other professional fees (attach schedule).... Click to see attachment 700,686 441,000   264,855
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 834,968 99,120   109,849
19 Depreciation (attach schedule) and depletion... 188,368 0  
20 Occupancy.............. 143,648 0   144,046
21 Travel, conferences, and meetings....... 10,341 0   10,143
22 Printing and publications.......... 6,345 0   6,345
23 Other expenses (attach schedule)....... Click to see attachment 2,498,747 612,873   2,031,103
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,325,281 1,162,858   4,485,537
25 Contributions, gifts, grants paid....... 5,491,319 6,062,243
26 Total expenses and disbursements. Add lines 24 and 25 11,816,600 1,162,858   10,547,780
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,300,943
b Net investment income (if negative, enter -0-) 28,964,592
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............. 327,675 231,179 231,179
2 Savings and temporary cash investments......... 7,000,372 6,812,597 6,812,597
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   88,026    
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) bullet736,633
Less: allowance for doubtful accounts bullet0 870,689 736,633 736,633
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 52,951 53,086 53,086
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 159,041,794 Click to see attachment191,341,590 191,341,590
c Investments—corporate bonds (attach schedule)....... 22,202,360 Click to see attachment18,727,523 18,727,523
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 60,793,330 Click to see attachment66,435,759 64,435,759
14 Land, buildings, and equipment: basis bullet9,442,450
Less: accumulated depreciation (attach schedule) bullet4,074,501 5,118,378 5,367,949 5,367,949
15 Other assets (describe bullet) Click to see attachment337,051 Click to see attachment384,869 Click to see attachment384,869
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 255,832,626 290,091,185 288,091,185
Liabilities 17 Accounts payable and accrued expenses.......... 217,710 120,011
18 Grants payable................. 1,302,608 732,000
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) Click to see attachment1,257,000 Click to see attachment1,623,000
23 Total liabilities (add lines 17 through 22)......... 2,777,318 2,475,011
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 253,055,308 287,616,174
29 Total net assets or fund balances (see instructions)..... 253,055,308 287,616,174
30 Total liabilities and net assets/fund balances (see instructions). 255,832,626 290,091,185
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
253,055,308
2
Enter amount from Part I, line 27a .....................
2
18,300,943
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,259,923
4
Add lines 1, 2, and 3 ..........................
4
287,616,174
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
287,616,174
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 MFO D&D SMID CAP VALUE FUND P   2021-12-31
b MFO D&D SMID CAP VALUE FUND P   2021-12-31
c MFO TOWLE FUND P   2021-12-31
d MFO TOWLE FUND P   2021-12-31
e MFO WESTFIELD A P   2021-12-31
MFO WESTFIELD A P   2021-12-31
FROM SCH K-1: ANRP (EPE AIV) LP P   2021-12-31
FROM SCH K-1: ANRP DE HOLDINGS L.P. P   2021-12-31
FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS, LP P   2021-12-31
FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS, LP P   2021-12-31
FROM SCH K-1: ARBORETUM III, LP P   2021-12-31
FROM SCH K-1: ARBORETUM IV, LP P   2021-12-31
FROM SCH K-1: ARBORETUM IV, LP P   2021-12-31
FROM SCH K-1: CROSSLINK VENTURES VI, LP P   2021-12-31
FROM SCH K-1: DFJ GROWTH 2013 LP P   2021-12-31
FROM SCH K-1: DFJ GROWTH III LP P   2021-12-31
FROM SCH K-1: IMPACT VENTURES IV LP P   2021-12-31
FROM SCH K-1: IMPACT VENTURES IV LP P   2021-12-31
FROM SCH K-1: TRP CAPITAL PARTNERS LP P   2021-12-31
FROM SCH K-1: IMPACT VENTURES III LP P   2021-12-31
48693.776 SHS VANGUARD SHORT TERM CORPORATE P 2017-09-28 2021-12-20
99829.298 SHS VANGUARD SHORT TERM CORPORATE P 2007-07-12 2021-12-20
5339.369 SHS VANGUARD SHORT TERM CORPORATE P 2005-10-31 2021-12-20
5044.169 SHS VANGUARD SHORT TERM CORPORATE P 2006-02-28 2021-12-20
119274.809 SHS VANGUARD SHORT TERM CORPORATE P 2006-03-02 2021-12-20
3684.103 SHS VANGUARD SHORT TERM CORPORATE P 2009-08-31 2021-12-20
5807.651 SHS VANGUARD SHORT TERM CORPORATE P 2006-07-31 2021-12-20
6100.967 SHS VANGUARD SHORT TERM CORPORATE P 2006-03-31 2021-12-20
6051.38 SHS VANGUARD SHORT TERM CORPORATE P 2006-04-28 2021-12-20
7596.317 SHS VANGUARD SHORT TERM CORPORATE P 2008-07-31 2021-12-20
6397.831 SHS VANGUARD SHORT TERM CORPORATE P 2006-05-31 2021-12-20
6391.701 SHS VANGUARD SHORT TERM CORPORATE P 2006-06-30 2021-12-20
7384.267 SHS VANGUARD SHORT TERM CORPORATE P 2008-08-29 2021-12-20
4753.828 SHS VANGUARD SHORT TERM CORPORATE P 2009-07-31 2021-12-20
4659.943 SHS VANGUARD SHORT TERM CORPORATE P 2009-06-30 2021-12-20
4943.918 SHS VANGUARD SHORT TERM CORPORATE P 2009-05-29 2021-12-20
7214.14 SHS VANGUARD SHORT TERM CORPORATE P 2008-09-30 2021-12-20
4921.83 SHS VANGUARD SHORT TERM CORPORATE P 2009-04-30 2021-12-20
5645.351 SHS VANGUARD SHORT TERM CORPORATE P 2009-01-30 2021-12-20
5297.709 SHS VANGUARD SHORT TERM CORPORATE P 2009-03-31 2021-12-20
4995.395 SHS VANGUARD SHORT TERM CORPORATE P 2009-02-27 2021-12-20
8850 SHS MONDELEZ INTERNATIONAL INC P 2013-09-24 2021-03-08
5650 SHS CARRIER GLOBAL CORP P 2010-12-29 2021-03-08
2825 SHS OTIS WORLDWIDE CORP P 2010-12-29 2021-03-08
912 SHS VIATRIS P 2015-11-04 2021-03-08
1563 SHS VIATRIS P 2020-02-04 2021-03-08
4110 SHS SOUTHWEST AIRLS CO P 2020-05-21 2021-05-24
4110 SHS SOUTHWEST AIRLS CO P 2020-05-21 2021-05-25
10525 SHS SIX FLAGS ENTERTAINMENT CORP P 2020-05-21 2021-09-08
600 SHS LOWE'S COMPANIES INC P 2012-11-15 2021-09-27
2800 SHS TJX COS INC NEW P 2014-10-28 2021-09-27
4200 SHS TJX COS INC NEW P 2014-09-04 2021-09-27
8200 SHS TJX COS INC NEW P 2014-09-04 2021-10-05
40350 SHS AT&T INC P 2021-03-16 2021-10-21
11863.685 SHS VANGUARD 500 INDEX FUND P 2013-04-15 2021-01-22
37346.878 SHS VANGUARD 500 INDEX FUND P 2012-12-20 2021-01-22
64040.832 SHS VANGUARD GLOBAL EX-US REAL ESTATE P 2018-01-25 2021-01-05
27061.856 SHS VANGUARD GLOBAL EX-US REAL ESTATE P 2018-05-04 2021-01-05
5896 SHS COINBASE GLOBAL INC P 2014-12-02 2021-04-16
2058 SHS COINBASE GLOBAL INC P 2014-12-02 2021-04-19
3435 SHS UNITY SOFTWARE INC P 2018-06-13 2021-09-09
689 SHS UNITY SOFTWARE INC P 2018-06-13 2021-09-09
418 SHS UNITY SOFTWARE INC P 2018-06-13 2021-09-09
214 SHS UNITY SOFTWARE INC P 2018-06-13 2021-09-09
4820 SHS UNITY SOFTWARE INC P 2016-04-12 2021-09-09
1376 SHS COINBASE GLOBAL INC P 2014-12-02 2021-10-21
2394 SHS UNITY SOFTWARE INC P 2016-04-12 2021-11-09
687 SHS COINBASE GLOBAL INC P 2014-12-02 2021-11-11
838 SHS COINBASE GLOBAL INC P 2014-12-02 2021-11-11
1155 SHS UNITY SOFTWARE INC P 2016-04-12 2021-11-11
640 SHS UNITY SOFTWARE INC P 2016-04-12 2021-11-11
578638.619 SHS FTSE SOCIAL INDEX P   2021-11-05
FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP P   2021-12-31
FROM SCH K-1: TACONIC CRE DISLOCATION FUND II LP P   2021-12-31
FROM SCH K-1: TACONIC CRE DISLOCATION FUND II LP P   2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,606,688   1,567,749 38,939
b 4,516,953   2,551,629 1,965,324
c 1,332,249   1,208,640 123,609
d 5,710,733   2,981,891 2,728,842
e 1,066,286   1,187,760 -121,474
4,820,772   2,199,566 2,621,206
3,832     3,832
71,483     71,483
20,517     20,517
379     379
    132,300 -132,300
42,314     42,314
591,911     591,911
4,632     4,632
156,574     156,574
12,266     12,266
    277 -277
    836 -836
474,159     474,159
103,144     103,144
526,380   521,023 5,357
1,079,155   1,048,208 30,947
57,719   56,010 1,709
54,527   52,913 1,614
1,289,361   1,250,000 39,361
39,825   38,609 1,216
62,781   60,806 1,975
65,951   63,816 2,135
65,415   63,297 2,118
82,116   79,457 2,659
69,161   66,793 2,368
69,094   66,665 2,429
79,824   77,018 2,806
50,374   48,324 2,050
51,389   48,632 2,757
53,444   50,230 3,214
77,985   72,358 5,627
53,205   48,825 4,380
61,026   55,437 5,589
57,268   51,653 5,615
54,000   48,655 5,345
491,112   280,015 211,097
210,049   83,830 126,219
184,875   117,245 67,630
12,624   14,531 -1,907
21,650   23,460 -1,810
248,987   121,682 127,305
251,005   121,682 129,323
423,725   243,282 180,443
126,627   18,897 107,730
200,066   87,619 112,447
300,098   128,561 171,537
533,681   250,999 282,682
1,033,476   1,209,042 -175,566
4,208,405   1,698,524 2,509,881
13,248,058   5,000,000 8,248,058
2,108,703   2,500,000 -391,297
891,079   1,000,000 -108,921
1,917,557   16,272 1,901,285
694,390   5,679 688,711
463,302   41,495 421,807
92,930   8,323 84,607
56,379   5,049 51,330
28,864   2,585 26,279
650,107   34,174 615,933
415,264   3,798 411,466
412,908   16,973 395,935
232,453   1,896 230,557
283,545   2,313 281,232
217,246   8,189 209,057
120,379   4,538 115,841
26,646,308   26,646,308 0
22,640     22,640
11,750     11,750
326     326
92,032     92,032
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       38,939
b       1,965,324
c       123,609
d       2,728,842
e       -121,474
      2,621,206
      3,832
      71,483
      20,517
      379
      -132,300
      42,314
      591,911
      4,632
      156,574
      12,266
      -277
      -836
      474,159
      103,144
      5,357
      30,947
      1,709
      1,614
      39,361
      1,216
      1,975
      2,135
      2,118
      2,659
      2,368
      2,429
      2,806
      2,050
      2,757
      3,214
      5,627
      4,380
      5,589
      5,615
      5,345
      211,097
      126,219
      67,630
      -1,907
      -1,810
      127,305
      129,323
      180,443
      107,730
      112,447
      171,537
      282,682
      -175,566
      2,509,881
      8,248,058
      -391,297
      -108,921
      1,901,285
      688,711
      421,807
      84,607
      51,330
      26,279
      615,933
      411,466
      395,935
      230,557
      281,232
      209,057
      115,841
      0
      22,640
      11,750
      326
      92,032
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 25,991,154
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........................... 3 402,608
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- ..... 5 402,608
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 329,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 175,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 504,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 101,856
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet101,856 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.RUTHMOTTFOUNDATION.ORG
    14
    The books are in care ofbulletCONNIE M PALMER DIR FIN ADMIN Telephone no.bullet (810) 233-0170

    Located atbullet111 EAST COURT STREET SUITE 3CFLINTMI ZIP+4bullet485021649
    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)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    MARYANNE MOTT CHAIR
    15.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    JOSEPH ROBINSON TREASURER
    5.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    SHANNON EASTER WHITE SECRETARY
    3.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    ROBERT PESTRONK TRUSTEE
    3.50     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    CHARLES MEYNET TRUSTEE
    3.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    MARISE STEWART TRUSTEE
    3.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    KYLE MCCREE VICE CHAIR
    3.50     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    DEBRA FURR-HOLDEN TRUSTEE
    3.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    JA'NEL JAMERSON TRUSTEE
    3.00     		0 0 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    RAQUEL THUEME PRESIDENT
    50.00     		265,028 35,449 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    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
    RAQUEL ROBINSON VICE PRESIDENT OF PR
    50.00     		178,881 22,817 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    JOYCE BOBOLTS DIRECTOR OF FINANCE
    50.00     		163,725 34,472 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    ELIZABETH JORDAN SENIOR PROGRAM OFFIC
    40.00     		130,302 29,668 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    TRYPHENA CLARKE COMMUNITY ENGAGEMENT
    40.00     		125,809 28,802 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    KRISTIN LONGLEY DIRECTOR OF COMMUNIC
    50.00     		128,227 17,613 0
    111 E COURT ST SUITE 3C
    FLINT,MI48502
    Total number of other employees paid over $50,000...................bullet 15
    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
    MFO MANAGEMENT COMPANY INVEST. MGMT. & CONSULTING & ACCTG 456,000
    111 E COURT ST SUITE 3D
    FLINT,MI48502
    AVIVAR CAPITAL IMPACT INVESTMENT CONSULTING 125,000
    5250 LANKERSHIM BLVD SUITE 500
    NORTH HOLLYWOOD,CA91601
    NETSOURCE ONE COMPUTER CONSULTING, MONITORING & EQUIP. 67,094
    5454 HAMPTON PLACE
    SAGINAW,MI48604
    TRUE IMPACT LLC GRANTEE OUTCOME TRACKING SYSTEM & SW 62,500
    74 KENT STREET 10
    BROOKLINE,MA02445
    MANER COSTERISAN ACCOUNTING SYSTEM CONVERSION & SOFTWARE 57,821
    2425 E GRAND RIVER AVE SUITE 1
    LANSING,MI48912
    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 GENERAL INFORMATION - SEE STATEMENT 23 0
    2 PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 24 1,069,896
    3 COLLECTIONS - SEE STATEMENT 25 348,237
    4 APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 26 366,157
    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
    211,984,316
    b
    Average of monthly cash balances.......................
    1b
    8,871,256
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,022,201
    d
    Total (add lines 1a, b, and c).........................
    1d
    271,877,773
    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
    271,877,773
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    4,078,167
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    267,799,606
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    13,389,980
    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
    13,389,980
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    402,608
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    883
    c
    Add lines 2a and 2b............................
    2c
    403,491
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,986,489
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    316
    5
    Add lines 3 and 4............................
    5
    12,986,805
    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
    12,986,805
    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 12,986,805
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 10,656,126
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 10,985,720
    a Applied to 2020, but not more than line 2a 10,656,126
    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..... 329,594
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		12,657,211
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    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).)
    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:
    RUTH MOTT FOUNDATION
    111 E COURT ST SUITE 3C
    FLINT,MI485021649
    (810) 233-0170
    bThe form in which applications should be submitted and information and materials they should include:
    POTENTIAL GRANTEES ARE ENCOURAGED TO GO TO WWW.RUTHMOTTFOUNDATION.ORG FOR INFORMATION ON THE RUTH MOTT FOUNDATION GRANT PROCESS AND GUIDELINES.
    cAny submission deadlines:
    BOARD APPROVES GRANTS 3 TIMES A YEAR (FEB/MARCH, JUNE & OCT). SEE WEBSITE FOR SPECIFIC DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE RUTH MOTT FOUNDATION BELIEVES IN COMMUNITY VITALITY, WHICH EMERGES FROM SAFE AND VIBRANT NEIGHBORHOODS THAT ARE HOME TO HEALTHY, FINANCIALLY SECURE FAMILIES AND CHILDREN. TO ACHIEVE THIS IN OUR COMMUNITY, WE ARE FOCUSING OUR EFFORTS ON NORTH FLINT, THE AREA WHERE WE BELIEVE OUR EFFORTS CAN MAKE THE BIGGEST DIFFERENCE. WE DEFINE NORTH FLINT AS THE CITY LIMITS ON THE WEST, NORTH AND EAST, AND FLUSHING ROAD/5TH AVENUE/LONGWAY BOULEVARD CORRIDOR TO THE SOUTH. GRANTS MUST ADDRESS YOUTH, SAFETY, ECONOMIC OPPORTUNITY, OR NEIGHBORHOODS. MORE SPECIFIC GUIDELINES CAN BE FOUND ON THE FOUNDATION'S WEBSITE - WWW.RUTHMOTTFOUNDATION.ORG.
    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
    ACTIVE BOYS IN CHRIST
    2715 N AVERILL AVE
    FLINT,MI48506     		NONE PC ABC YOUTH PROJECT 30,140
    AFRICAN DRUM AND DANCE PARENTS ASSOCIATION
    PO BOX 310108
    FLINT,MI48531     		NONE PC GENERAL OPERATING SUPPORT 20,000
    ALWAYS HOPE MINISTRIES INC
    9052 N IRISH RD SUITE 3C
    MT MORRIS,MI48458     		NONE PC YOUTH SUMMER PROGRAM: PREVENT 7,470
    AMIGOS DE LAS AMERICAS
    1800 WEST LOOP SOUTH SUITE 1325
    HOUSTON,TX77027     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 1,000
    ASBURY COMMUNITY DEVELOPMENT CORPORATION
    1653 DAVISON ROAD
    FLINT,MI48506     		NONE PC GENERAL OPERATING SUPPORT 118,000
    BESTBUY
    G-3360 MILLER ROAD
    FLINT,MI48532     		NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 2,898
    BETHEL UNITED METHODIST CHURCH
    1309 N BALLENGER HWY
    FLINT,MI48504     		NONE PC FLINT FREEDOM SCHOOL COLLABORATIVE 35,000
    BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY
    1176 ROBERT T LONGWAY BLVD
    FLINT,MI48503     		NONE PC OUT OF SCHOOL TIME MENTORING PROGRAM 65,000
    CENTER FOR HIGHER EDUCATIONAL ACHIEVEMENT (CHEA)
    1920 MARYLAND AVE
    FLINT,MI48506     		NONE PC CHEA NORTH FLINT ADULT EDUCATION PROGRAM 35,000
    CHILD CARE NETWORK WASHTENAW REGIONAL 4C
    3941 RESEARCH PARK DRIVE SUITE C
    ANN ARBOR,MI48104     		NONE PC FAMILY SUPPORT PROGRAM 50,000
    CHILDREN'S HEALTH DEFENSE
    1227 NORTH PEACHTREE PKWY SUITE 202
    PEACHTREE CITY,GA30269     		NONE PC TRUSTEE EMERITUS FUND - CHILDREN'S HEALTH DEFENSE 12,000
    CITY OF FLINT
    1101 SOUTH SAGINAW STREET CITY HALL
    FLINT,MI48502     		NONE GOV IMAGINE FLINT NEIGHBORHOOD PLANNING INITIATIVE 198,000
    CLINGMAN FOUNDATION
    3600 S DORT HWY SUITE 32A
    FLINT,MI48507     		NONE PC ACADEMIC IMPROVEMENT COLLEGE READINESS PROGRAM 28,000
    COMMUNITIES FIRST INC
    415 W COURT ST
    FLINT,MI48503     		NONE PC ECONOMIC MOBILITY AND WEALTH BUILDING IN NORTH FLINT 20,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 W FORT STREET SUITE 2010
    DETROIT,MI48226     		NONE PC MICHIGAN JUSTICE FUND 500,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC GREATER FLINT URGENT RELIEF FUND 100,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC CIVIC PARTICIPATION FUND 30,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC RMF DONOR ADVISED FUND 175,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC RMF DONOR ADVISED FUND 650,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC FLOYD J MCCREE LEGACY PROJECT 10,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC TRUSTEE EMERITUS FUND - DOLORES ENNIS FUND-FLINT AREA EDUCATION FOUNDATION 3,000
    COMMUNITY FOUNDATION OF GREATER FLINT
    500 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC NEIGHBORHOOD SMALL GRANTS PROGRAM 90,000
    COUNCIL OF MICHIGAN FOUNDATIONS
    PO BOX 329
    GRAND HAVEN,MI49417     		NONE PC PHILANTHROPIC CAPACITY 15,000
    CRIM FITNESS FOUNDATION
    452 S SAGINAW STREET SUITE 1
    FLINT,MI48502     		NONE PC SAFE & ACTIVE NORTH FLINT 44,000
    CRIME STOPPERS OF FLINT AND GENESEE COUNTY
    210 E FIFTH ST
    FLINT,MI48502     		NONE PC NORTH FLINT PROJECT 61,000
    CROSSOVER OUTREACH
    225 WEST COURT ST
    FLINT,MI48502     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 5,000
    CROSSROADS FOR WOMEN
    235-239 ELM ST NE
    ALBUQUERQUE,NM87102     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 3,500
    DELTA RESEARCH AND EDUCATIONAL FOUNDATION
    1703 NEW HAMPSHIRE AVENUE NW
    WASHINGTON,DC20009     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 2,000
    EL BALLET FOLKLORICO ESTUDIANTIL
    5211 E CARPENTER RD
    FLINT,MI48506     		NONE PC MEXICAN FOLKLORICO PROGRAMS FOR RICHFIELD PUBLIC SCHOOLS 15,000
    ENNIS CETNER FOR CHILDREN INC
    129 E THIRD STREET
    FLINT,MI48502     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 8,000
    EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE
    4121 MARTIN LUTHER KING AVE
    FLINT,MI48505     		NONE PC GENERAL OPERATING SUPPORT 150,000
    FAIR FOOD NETWORK
    1250 NORTH MAIN STREET NORTH SUITE
    ANN ARBOR,MI48104     		NONE PC DOUBLE UP FOOD BUCKS 60,000
    FAITH FOUNDATION RESOURCES
    4225 MILLER ROAD SUITE 176
    FLINT,MI48507     		NONE PC HELPING YOUNG PEOPLE WITH EMPLOYMENT (HYPE) PROGRAM 65,000
    FERRIS WHEEL INNOVATION CENTER DBA 100K IDEAS
    615 S SAGINAW ST
    FLINT,MI48502     		NONE PC 100K NORTH FLINT PROGRAMMING INITIATIVE 30,000
    FIRST CHILDREN'S FINANCE
    60 EAST MILWAUKEE PO BOX 6782
    DETROIT,MI48202     		NONE PC "COMMUNITY CONVERSATIONS PLUS" PROGRAM 10,000
    FLINT AND GENESEE CHAMBER FOUNDATION
    519 S SAGINAW STREET STE 200
    FLINT,MI48502     		NONE PC MINORITY-OWNED SMALL BUSINESS DIRECTORY 95,000
    FLINT AND GENESEE CHAMBER FOUNDATION
    519 S SAGINAW STREET SUITE 200
    FLINT,MI48502     		NONE PC FLINTSIDE: ON THE GROUND 37,260
    FLINT DISTRICT LIBRARY DBA FLINT PUBLIC LIBRARY
    1026 EAST KEARSLEY STREET
    FLINT,MI48503     		NONE GOV TRUSTEE EMERITUS FUND - FLINT PUBLIC LIBRARY 25,000
    FLINT DISTRICT LIBRARY DBA FLINT PUBLIC LIBRARY
    1026 EAST KEARSLEY STREET
    FLINT,MI48503     		NONE GOV FLINT PUBLIC LIBRARY TRANSFORMED CAPITAL CAMPAIGN 250,000
    FLINT INNOVATIVE SOLUTIONS
    432 N SAGINAW STREET SUITE 131
    FLINT,MI48502     		NONE PC TIRE PROJECT 20,240
    FLINT INSTITUTE OF ARTS
    1120 EAST KEARSLEY STREET
    FLINT,MI48503     		NONE PC TRUSTEE EMERITUS FUND - FLINT INSTITUTE OF ARTS 25,000
    FLINT INSTITUTE OF SCIENCE & HISTORY
    1221 E KEARSLEY STREET
    FLINT,MI48503     		NONE PC NORTH FLINT COLLABORATION 69,600
    FLINT JACKSON PARK YOUTH LEAGUE
    PO BOX 755
    FLINT,MI48501     		NONE PC JACKSON PARK YOUTH ENGAGEMENT PROJECT - RBI 20,000
    FRIENDS OF THE FLINT PUBLIC LIBRARY
    1026 E KEARSLEY ST
    FLINT,MI48503     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 5,000
    GENESEE COUNTY HABITAT FOR HUMANITY
    101 BURTON STREET
    FLINT,MI48503     		NONE PC OWNER-OCCUPIED REPAIR PROGRAM 75,000
    GENESEE COUNTY HEALTH DEPARTMENT
    630 SOUTH SAGINAW STREET SUITE 4
    FLINT,MI48502     		NONE GOV RIDES TO WELLNESS - VACCINE CLINICS 9,995
    GENESEE COUNTY LAND BANK AUTHORITY
    452 SOUTH SAGINAW STREET
    FLINT,MI48502     		NONE PC CLEAN AND GREEN 267,400
    GENESEE COUNTY PARKS AND RECREATION COMMISSION
    5045 STANLEY ROAD
    FLINT,MI48506     		NONE GOV NORTH FLINT PUBLIC SAFETY STRATEGY 390,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L STREET NW SUITE 650
    WASHINGTON,DC20005     		NONE PC PHILANTHROPIC CAPACITY AND GEO LEADERSHIP CIRCLE 5,090
    GREATER FLINT MENTAL HEALTH FACILITIES INC
    4468 OAK BRIDGE DRIVE
    FLINT,MI48532     		NONE PC GHS CENTER FOR CHILDREN'S INTEGRATED SERVICES 50,000
    HAND OF HOPE-FLM
    967 HUBBARD AVE
    FLINT,MI48503     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 5,000
    HISPANIC TECHNOLOGY AND COMMUNITY CENTER DBA LATINX TECH & COMMUNITY CTR
    2101 LEWIS STREET
    FLINT,MI48506     		NONE PC GENERAL OPERATING SUPPORT 75,000
    INVOLVEDDAD
    2712 SAGINAW STREET SUITE 103
    FLINT,MI48505     		NONE PC IMPACT - FATHER ENGAGEMENT 75,000
    LEGAL SERVICES OF EASTERN MICHIGAN
    436 S SAGINAW STREET SUITE 101
    FLINT,MI48502     		NONE PC NORTH FLINT LEGAL OUTREACH PROGRAM 59,500
    LOCAL INITIATIVES SUPPORT CORPORATION MICHIGAN LISC
    201 W KALAMAZOO AVE 310
    KALAMAZOO,MI49007     		NONE PC LISC FLINT STRATEGY 75,000
    MADE INSTITUTE
    PO BOX 310246
    FLINT,MI48531     		NONE PC GENERAL OPERATING SUPPORT 77,000
    MCLAREN FLINT FOUNDATION
    401 SOUTH BALLENGER
    FLINT,MI48532     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 5,000
    METRO COMMUNITY DEVELOPMENT INC
    1174 ROBERT T LONGWAY BLVD
    FLINT,MI48503     		NONE PC NORTH FLINT VOTER EDUCATION PROJECT 10,000
    MICHIGAN LEAGUE FOR PUBLIC POLICY
    1223 TURNER STREET
    LANSING,MI48906     		NONE PC EMPOWERING NORTH FLINT RESIDENTS 35,000
    MOTHERLY INTERCESSION
    PO BOX 311109
    FLINT,MI48531     		NONE PC GENERAL OPERATING SUPPORT 35,000
    MT OLIVE MISSIONARY BAPTIST CHURCH
    424 E KENNELWORTH AVE
    FLINT,MI48503     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 2,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		NONE PC PHILANTHROPIC CAPACITY 4,900
    NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
    1900 L STREET NW SUITE 825
    WASHINGTON,DC20036     		NONE PC PHILANTHROPIC CAPACITY 4,400
    NATIONAL VACCINE INFORMATION CENTER
    21525 RIDGETOP CIRCLE SUITE 100
    STERLING,VA20166     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 5,000
    NEIGHBORHOOD ENGAGEMENT HUB
    3216 MARTIN LUTHER KING AVE
    FLINT,MI48505     		NONE PC THE PORCH PROJECT 30,600
    NEIGHBORHOOD ENGAGEMENT HUB
    3216 MARTIN LUTHER KING AVE
    FLINT,MI48505     		NONE PC GENERAL OPERATING SUPPORT 105,000
    NEW MEXICO IMMIGRANT LAW CENTER
    625 SILVER AVE SW STE 410
    ALBURQUERQUE,NM87102     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 3,500
    NORTH FLINT REINVESTMENT CORPORATION INC
    1159 EAST FOSS AVENUE
    FLINT,MI48505     		NONE PC NORTH FLINT GROCERY STORE 150,000
    PADSPLIT
    5055 MEMORIAL DR STE A 104
    STONE MOUNTAIN,GA30083     		NONE I 2015 - 2021 BSIP SCHOLARSHIP AWARDS - IRS DETERMINATION LETTER ON FILE 1,900
    PEAK GRANTMAKING
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006     		NONE PC PHILANTHROPIC CAPACITY 3,000
    PROJECT SYNCERE INC
    9012 S STONY ISLAND AVENUE
    CHICAGO,IL60617     		NONE PC STEMNETICS 35,000
    RE-CONNECTIONS INC
    PO BOX 51
    FENTON,MI48430     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SAFE & JUST MICHIGAN
    521 SEYMOUR AVE
    LANSING,MI48933     		NONE PC NATION OUTSIDE FLINT CHAPTER 40,000
    SIPI INC
    4122 MARTIN LUTHER KING AVE
    FLINT,MI48504     		NONE NC 2021-22 NORTH FLINT CAPACITY BUILDING 133,250
    SPECIALIZED EMPLOYMENT SERVICES INC DBA FLINT STRIVE
    1108 LAPEER RD
    FLINT,MI48503     		NONE PC NORTHSIDE IMPACT STRATEGIC PLAN 140,000
    SPHINX ORGANIZATION
    2200 HUNT STREET SUITE 461
    DETROIT,MI48207     		NONE PC SPHINX OVERTURE:MUSIC EDUCATION & YOUTH DEVELOPMENT PROGRAM 47,500
    ST LUKE NEW LIFE CENTER INC
    3115 LAWNDALE AVENUE
    FLINT,MI48504     		NONE PC NORTH FLINT SOCIAL ENTERPRISES 100,000
    SYLVESTER BROOME EMPOWERMENT VILLAGE
    4119 N SAGINAW ST
    FLINT,MI48505     		NONE PC GENERAL OPERATING SUPPORT 170,000
    SYLVESTER BROOME EMPOWERMENT VILLAGE
    4119 N SAGINAW ST
    FLINT,MI48505     		NONE PC NORTH FLINT NEIGHBORHOOD ACTION COUNCIL 72,000
    TAPOLOGY INC
    PO BOX 5040
    FLINT,MI48505     		NONE PC TAPOLOGY GENERAL OPERATING SUPPORT 90,000
    THE FLINT INSTITUTE OF MUSIC INC
    1025 EAST KEARSLEY STREET
    FLINT,MI48503     		NONE PC COMMUNITY PROGRAMS 54,100
    UNITED WAY OF GENESEE COUNTY
    111 E COURT ST SUITE 3A
    FLINT,MI48502     		NONE PC R.L. JONES COC YOUTH EMPLOYMENT AND JOB TRAINING 30,000
    UNITED WAY OF GENESEE COUNTY
    111 E COURT ST SUITE 3A
    FLINT,MI48502     		NONE PC FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT 100,000
    URBAN RENAISSANCE CENTER
    2505 N CHEVROLET AVENUE
    FLINT,MI48504     		NONE PC GENERAL OPERATING SUPPORT 155,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT
    411 EAST THIRD STREET
    FLINT,MI48503     		NONE PC SAFE PLACES 100,000
    YWCA GREATER FLINT
    801 SOUTH SAGINAW STREET
    FLINT,MI48502     		NONE PC TRUSTEE EMERITUS FUND - GENERAL OPERATING SUPPORT 15,000
    Total .................................bullet 3a 6,062,243
    bApproved for future payment
    BOYS AND GIRLS CLUB OF GREATER FLINT
    3701 N AVERILL AVE
    FLINT,MI48506     		NONE PC GENERAL OPERATING SUPPORT 80,000
    CHILD CARE NETWORK WASHTENAW REGIONAL 4C
    3941 RESEARCH PARK DRIVE SUITE C
    ANN ARBOR,MI48104     		NONE PC FAMILY SUPPORT PROGRAM 50,000
    CITY OF FLINT
    1101 SOUTH SAGINAW STREET CITY HALL
    FLINT,MI48502     		NONE GOV IMAGINE FLINT NEIGHBORHOOD PLANNING INITIATIVE 202,000
    ST LUKE NEW LIFE CENTER INC
    3115 LAWNDALE AVENUE
    FLINT,MI48504     		NONE PC NORTH FLINT SOCIAL ENTERPRISES 100,000
    SYLVESTER BROOME EMPOWERMENT VILLAGE
    4119 N SAGINAW ST
    FLINT,MI48505     		NONE PC NORTH FLINT NEIGHBORHOOD ACTION COUNCIL 50,000
    SYLVESTER BROOME EMPOWERMENT VILLAGE
    4119 N SAGINAW ST
    FLINT,MI48505     		NONE PC GENERAL OPERATING SUPPORT 150,000
    UNITED WAY OF GENESEE COUNTY
    111 E COURT ST SUITE 3A
    FLINT,MI48502     		NONE PC FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT 100,000
    Total .................................bullet 3b 732,000
    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 57,216  
    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 ............     		    18 25,853,294  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a"HUGS AROUND YOUR NECK" BOOK SALES     		        5
    bAPPLEWOOD 100TH ANNIVERSARY BOOK SALES         280
    cCS MOTT BIOGRAPHY BOOK SALES         150
    dMISCELLANEOUS INCOME         37
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 6,905 30,088,166 472
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    30,095,543
    (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.)
    11A "HUGS AROUND YOUR NECK" BOOK SALES - A CHILDREN'S BOOK WAS WRITTEN BY APPLEWOOD STAFF IN MEMORY OF ONE OF RUTH MOTT'S FORMER EMPLOYEES. THE BOOK IS SCIENTIFICALLY ACCURATE AND TOUCHES ON THE THEMES OF SCIENCE, INCLUDING BUTTERFLIES AND FLOWERS, AND DIVERSITY AND INCLUSION. THE MAIN PURPOSE OF THE BOOK IS TO BE USED AS A PROGRAMMING TOOL FOR YEARS TO COME. IT IS ALSO BEING SOLD TO THE GENERAL PUBLIC.
    11B "APPLEWOOD - THE CHARLES STEWART MOTT ESTATE, ONE HUNDRED YEARS OF STORIES, 1916-2016"- THE BOOK RECOUNTS STORIES OF THE MOTT FAMILY AND THEIR LIVES AT APPLEWOOD. AFTER C.S.'S PASSING HIS WIDOW, RUTH, WANTED TO SHARE HIS STORY AND BEGAN A RESTORATION PROCESS WITH INTENTIONS OF EVENTUALLY OPENING APPLEWOOD TO THE PUBLIC. THE BOOK PROVIDES ACCESS AND INSIGHTS THAT YOU CANNOT FIND IN PUBLIC RECORDS. IN MR. MOTT'S OWN WORDS YOU WILL READ OF THE KEEN INTEREST HE TOOK IN EVERY DETAIL OF THE LANDSCAPING AND GARDENS. THE BOOK SHARES THE STORIES OF THE PEOPLE WHO LIVED THERE, WORKED THERE, OR SIMPLY VISITED AND CELEBRATES THE UNIQUE AND LARGELY PRIVATE PAST OF APPLEWOOD. IT PRESENTS PHOTOS AND DETAILS OF FURNISHINGS, ARTWORK AND THE LANDSCAPE THAT SURROUNDS IT. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
    11C "THE LIFE OF CHARLES STEWART MOTT"-THE BOOK REFLECTS THE LIFE OF MOTT WHOSE NAME TODAY IS MOST WIDELY RECOGNIZABLE WHEN USED IN CONNECTION WITH THE WORD FOUNDATION. BUT PHILANTHROPY IS ONLY ONE REASON THE LIFE OF MOTT - ENTREPRENEUR, INDUSTRIALIST, BANKER, MAYOR, AND SOMETIMES EVEN COWBOY IS WORTH KNOWING ABOUT TODAY. MOTT WAS BORN TEN YEARS AFTER THE DEATH OF ABRAHAM LINCOLN AND ONE YEAR BEFORE THE 1876 CENTENNIAL OF THE FOUNDING OF THE UNITED STATES. HE NOT ONLY LIVED THROUGH THE MOST DRAMATIC TECHNOLOGICAL SHIFT AND PERIOD OF ECONOMIC GROWTH THAT HAD YET BEEN KNOWN, BUT HE ACTIVELY PARTICIPATED IN AND CONTRIBUTED TO THESE EVENTS AS A MAJOR INNOVATOR AND LEADER AT GENERAL MOTORS, AS A PUBLIC OFFICIAL, AND AS A PHILANTHROPIST. THIS VIVID BIOGRAPHY PORTRAYS A COMPLEX, BRILLIANT, OFTEN CONTRADICTORY, AND ULTIMATELY FASCINATING MAN. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
    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)
    Yes
     
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
    Yes
     
    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
    1b(5) 209,000 EVERGREEN COMMUNITY DEVELOPMENT LOAN GUARANTEE FOR CAPITAL PROJECT WITH EVERGREEN COMMUNITY DEVELOPMENT INITATIVE ENTERED INTO DECEMBER 2016 AND EXPIRES DECEMBER 2021. NO PAYMENTS HAVE BEEN MADE TO DATE.
    1b(6) 245,559 SMALL BUSINESS ASSOCIATION OF MI (HEALTH INS PROVIDER) GROUP HEALTH INSURANCE
    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
    RUTH MOTT FOUNDATION
     
    Employer identification number

    38-2876435
    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
    RUTH MOTT FOUNDATION
          		Employer identification number
    38-2876435
    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
    THE ESTATE OF JAMES T HILL
     
    111 EAST COURT STREET SUITE 3C
     
    FLINT, MI48502

    		$ 22,000


    (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
    RUTH MOTT FOUNDATION
          		Employer identification number

    38-2876435
    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
    RUTH MOTT FOUNDATION
          		Employer identification number

    38-2876435
    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


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    TY 2021 AccountingFeesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEE 30,500 0   30,500

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SIPI INC
          		4122 MARTIN LUTHER KING AVE
    FLINT,MI48505     		2020-10-29 90,000 TO PROVIDE THREE FORMS OF FLEXIBLE, RESPONSIVE CAPACITY BUILDING SUPPORT TO NORTH FLINT SMALL BUSINESSES AND NONPROFITS. THE THREE OFFERINGS ARE A "BOOTCAMP" GEARED TOWARD HELPING ORGANIZATIONS PIVOT IN RESPONSE TO COVID-19 PRESSURES, A CAPACITY BUILDING COHORT PROGRAM, AND A WORKSHOP SERIES, EACH WITH FOLLOW-UP TECHNICAL ASSISTANCE AVAILABLE AS APPROPRIATE.VERFICATION DATES:2021 - 2/5*, 3/4, 3/11, 4/15, 4/22, 4/29, 7/21*, 9/21*, 12/10** - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. 90,000 GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 2/5/2021, 6/16/21, 9/17/21, 12/10/21   THE RUTH MOTT FOUNDATION REVIEWED THE FINAL REPORT, WHICH WAS SUBMITTED ON DECEMBER 10, 2021. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).
    SIPI INC
          		4122 MARTIN LUTHER KING AVE
    FLINT,MI48505     		2021-10-29 133,250 TO PROVIDE CAPACITY BUILDING WORKSHOPS, TRAINING COHORTS, AND FOLLOW-UP SUPPORT FOR IMPLEMENTATION OF STRATEGIC ACTION PLANS TO ORGANIZATIONS SERVING NORTH FLINT AND TO PROVIDE EMBEDDED CAPACITY BUILDING SERVICES TO THREE NORTH FLINT NONPROFIT ORGANIZATIONS.VERFICATION DATES:2022 - 1/13, 3/21*, 4/4, 4/20, 5/2, 5/11, 7/14** - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. 133,250 GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 3/30/2022, 7/14/2022   THE RUTH MOTT FOUNDATION WILL REVIEW THE FINAL REPORT, WHICH IS DUE ON DECEMBER 15, 2022. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).

    TY 2021 GeneralExplanationAttachment
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Identifier Return Reference Explanation
    GENERAL PART VIII-A THE RUTH MOTT FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED BY RUTH MOTT, A PHILANTHROPIST AND WIFE OF AUTOMOTIVE PIONEER CHARLES STEWART MOTT, TO EXTEND THE FOUNDER'S PHILANTHROPIC LEGACY IN HER CHOSEN COMMUNITY OF FLINT, MICHIGAN. THE FOUNDATION'S MISSION IS TO ADVOCATE, STIMULATE, AND SUPPORT COMMUNITY VITALITY THROUGH GRANTMAKING AND ITS OPERATION OF APPLEWOOD: THE CHARLES STEWART MOTT ESTATE ("APPLEWOOD"). AS A FOUNDATION ADMINISTERED PROGRAM, APPLEWOOD IS OPEN TO THE PUBLIC FREE OF CHARGE, AND IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE ESTATE'S BEAUTIFUL SURROUNDINGS WEAVE TOGETHER THE MOTT FAMILY'S PAST AND PRESENT DEDICATION TO SERVING THE NEEDS OF THE COMMUNITY. IN THAT TRADITION, THE RUTH MOTT FOUNDATION OFFERS ITS RESIDENT EXPERTISE IN GRANTMAKING, HORTICULTURE, HISTORIC PRESERVATION, AND OTHER AREAS TO BENEFIT THE COMMUNITY; PROVIDES PUBLIC GARDEN AND HOUSE TOURS; AND CONDUCTS WORKSHOPS, TRAININGS, FIELD TRIPS, PUBLIC PROGRAMS, AND CONVENINGS. THE HOUSE AND GROUNDS HAVE BEEN TRANSFORMED INTO AN INTERACTIVE EXPERIENCE INCLUDING NUMEROUS EXHIBITS. THE ESTATE IS NORMALLY OPEN THURSDAY-SUNDAY, MAY-OCTOBER, BUT WAS OPEN TO VISITORS ON A MODIFIED BASIS DUE TO THE COVID-19 PANDEMIC. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES.
    PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,069,896 PART VIII-A THE RUTH MOTT FOUNDATION PRESERVES AND MAINTAINS THE HISTORIC APPLEWOOD ESTATE AS A COMMUNITY RESOURCE AND DESIGNS, DELIVERS, AND SUPPORTS COMMUNITY PROGRAMS TO ENCOURAGE COMMUNITY VITALITY IN THE GREATER FLINT AREA. A STAFF OF HORTICULTURISTS ALONG WITH HELP FROM SEASONAL AND CONTRACTUAL WORKERS AND PARTNERSHIPS SUPPORT THE DESIGN AND CONTINUOUS MAINTENANCE OF THE ESTATE'S EXTENSIVE GARDENS AND LANDSCAPE, WHICH PROVIDE BEAUTY AND A SITE FOR PUBLIC PROGRAMMING.DURING 2021, APPLEWOOD HORTICULTURE STAFF MAINTAINED THE GARDENS, ORCHARDS, AND GROUNDS AND PREPARED THEM FOR THE FOLLOWING SEASON, INCLUDING PLANTING 4,000 TULIP BULBS. THE 2021 FRUIT HARVEST INCLUDED PLUMS, TART CHERRIES, PEARS, PEACHES, APPLES, BLUEBERRIES, SASKATOONS, AND CRABAPPLES. THE FRESH FRUITS AND VEGETABLES WERE AVAILABLE AT NO COST TO GUESTS DURING OPEN HOURS, PROCESSED FOR FUTURE PROGRAMMING, OR DONATED TO LOCAL NONPROFITS. IN TOTAL, 362 BUSHELS OF APPLES WERE HARVESTED, THE THIRD LARGEST CROP SINCE RECORD KEEPING BEGAN IN 2003.THE TASTE OF APPLEWOOD PROGRAM AT THE START OF THE SEASON INCLUDED APPLE JELLY MADE FROM APPLES HARVESTED IN PREVIOUS SEASONS, ILLUSTRATING THE IMPORTANCE OF PRESERVING FROM TIMES OF PLENTY SO THAT FOOD IS AVAILABLE YEAR-ROUND, JUST AS THE MOTTS DID. AS THE SEASON PROGRESSED, FRESH PRODUCE WAS PROVIDED. APPLE TASTING WAS EXPANDED TO INCLUDE A BROADER ARRAY OF APPLE VARIETIES. THIS ALLOWED VISITORS TO TASTE AND TAKE HOME FOR COOKING OR BAKING MANY DIFFERENT TYPES OF APPLES THEY DON'T SEE IN SUPERMARKETS.HORTICULTURE STAFF SUPPORTED THE NEW "IN THE GARDENS" PROGRAM TO SHARE WITH VISITORS THEIR KNOWLEDGE AND EXPERTISE IN TOPICS SUCH AS GARDENING, LAWN CARE, GARDEN CLEANUP, AND FLOWER DRYING. CARING FOR YARDS AND GARDENS WAS HIGHLIGHTED AS A FORM OF CIVIC PARTICIPATION.
    COLLECTIONS $348,237 PART VIII-A THE PRESERVATION AND CONSERVATION OF THE ESTATE'S HISTORICAL OBJECTS CONTINUED IN 2021 THROUGH REGULAR CLEANING AND MAINTENANCE. THE COLLECTION CONTAINS MORE THAN 350,000 ITEMS, INCLUDING THE APPLEWOOD HOUSE AND FARM, FINE AND DECORATIVE ARTS, FURNITURE AND FURNISHINGS, PHOTOGRAPHS, MEMORABILIA, AUDIO RECORDINGS, MOVING IMAGES, AND BOOKS. DURING 2021, CONTINUED EFFORTS WERE MADE TO INCREASE ACCESSIBILITY TO THE COLLECTIONS AND THE MOTT FAMILY LEGACY FOR INDIVIDUALS, FLINT, AND THE NATION'S HISTORIANS. APPLEWOOD'S COLLECTIONS CONTINUE TO BE ACCESSIBLE THROUGH THE FOUNDATION'S WEBSITE FEATURING A VIRTUAL TOUR. MAINTENANCE OF THE COLLECTIONS INCLUDED ONGOING INVENTORIES AND DATABASE UPDATES, CATALOGING OF NEW DONATIONS, AND DIGITALLY PRESERVING COLLECTIONS TO ALLOW INCREASED ONLINE ACCESS TO SUPPORT FUTURE EXHIBITS AND MATERIALS.
    APPLEWOOD EDUCATION & EVENTS $366,157 PART VIII-A IN 2021, APPLEWOOD'S EDUCATIONAL PROGRAMS, ACTIVITIES, AND EVENTS, BOTH IN-PERSON AND VIRTUAL, SHARED THE ENDURING LEGACY OF C.S. AND RUTH MOTT BY SHOWCASING THE MOTTS' COMMITMENT TO CIVIC PARTICIPATION.STORYTIME AT APPLEWOOD INCLUDED THREE VIRTUAL PROGRAMS FOR CHILDREN AND FAMILIES, EACH WITH A LOCAL GUEST READER WHO HELPED ILLUSTRATE THEMES OF CIVIC PARTICIPATION FOR EACH BOOK. IN PERSON, SIX STORYTIME EXPERIENCES WERE PROVIDED. ADDITIONALLY, EACH ONSITE STORYTIME WAS BROADCAST LIVE ON SOCIAL MEDIA FOR FAMILIES WHO WERE NOT ABLE TO ATTEND.EDUCATION STAFF PILOTED THE CIVIC SATURDAYS PROGRAM, WHICH WAS OFFERED TO INDIVIDUAL FAMILY UNITS RATHER THAN THE PUBLIC AT LARGE GIVEN THE PANDEMIC. PARTICIPANTS LEARNED SKILLS RELATED TO HISTORIC PRESERVATION AND/OR CIVIC PARTICIPATION AND USED THESE SKILLS TO PURSUE A PERSONALIZED PROJECT. ONE FAMILY FOCUSING ON HISTORIC PRESERVATION CHOSE TO CARE FOR THEIR EXTENSIVE FAMILY PHOTO COLLECTION. THOSE WHO CHOSE TO FOCUS ON CIVIC PARTICIPATION IDENTIFIED A NEED FOR A BASICS OF AUTOMOTIVE CARE PROGRAM FOR FELLOW STUDENTS COMMUTING TO MOTT COMMUNITY COLLEGE.THE NEW OCTOBER AT APPLEWOOD PROGRAM LAUNCHED IN 2021 TO SHOWCASE WHAT IT TAKES TO CARE FOR THE GROUNDS, HOUSE, AND COLLECTIONS AT APPLEWOOD AND HIGHLIGHT SKILLS VISITORS CAN USE IN THEIR COMMUNITIES. TWO TOPICS, ONE RELATED TO THE GROUNDS AND ONE RELATED TO HISTORIC PRESERVATION, WERE HIGHLIGHTED EACH SATURDAY IN OCTOBER. TOPICS INCLUDED LAWN CARE, REMEDIES FOR DINNER PARTY DISASTERS, HOME PEST MANAGEMENT, WINTERIZING YOUR HOME, GARDEN CLEANUP, TEXTILE CARE, AND FLOWER DRYING.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Name of Bond End of Year Book Value End of Year Fair Market Value
    664,583.913 SHS VANGUARD HIGH YIELD CORPORATE FD 3,954,274 3,954,274
    7,000 SHS BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST 590,450 590,450
    392,186.858 SHS BLACKROCK TOTAL RETURN FUND 4,643,492 4,643,492
    19,000.074 SHS VANGUARD SHORT TERM CORPORATE 204,631 204,631
    363,925 SHS ISHARES 9,334,676 9,334,676

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Name of Stock End of Year Book Value End of Year Fair Market Value
    6,850 SHS ABBOTT LABORATORIES 964,069 964,069
    8,400 SHS ABBVIE INC 1,137,360 1,137,360
    535 SHS ALPHABET INC 1,548,071 1,548,071
    11,660 SHS APPLE INC. 2,070,466 2,070,466
    1,650 SHS BLACKROCK INC 1,510,674 1,510,674
    8,932 SHS BRISTOL-MYERS SQUIBB CO 556,910 556,910
    10,500 SHS CBOE GLOBAL MARKETS INC COM 1,369,200 1,369,200
    20,200 CISCO SYSTEMS INC 1,280,074 1,280,074
    4,050 SHS CME GROUP INC 925,263 925,263
    16,400 SHS COCA-COLA COMPANY 971,044 971,044
    5,850 SHS CVS HEALTH CORPORATION 603,486 603,486
    4,850 SHS DISNEY (WALT) CO 751,217 751,217
    3,700 SHS JOHNSON & JOHNSON 632,959 632,959
    5,800 SHS JPMORGAN CHASE & CO 918,430 918,430
    30,200 SHS KKR & CO INC CL A 2,249,900 2,249,900
    6,550 SHS LOWE'S COMPANIES, INC. 1,693,044 1,693,044
    7,594,951 SHS MFO - D&D SMID CAP VALUE FUND 16,204,381 16,204,381
    1,528,526 SHS MFO - TOWLE FUND 15,791,900 15,791,900
    86,227 SHS MFO - WESTFIELD FUND A 16,999,924 16,999,924
    7,800 SHS PAYPAL HOLDINGS INC 1,470,924 1,470,924
    5,900 SHS PEPSICO, INC. 1,024,889 1,024,889
    19,950 SHS PFIZER INC 1,178,048 1,178,048
    9,800 SHS QUALCOMM INCORPORATED 1,792,126 1,792,126
    8,000 SHS SPDR S&P BIOTECH 895,680 895,680
    1,611,058.314 VANGUARD DEVELOPED MARKETS INDEX 26,518,020 26,518,020
    532,281.886 SHS VANGUARD EMERGING MARKETS STOCK INDEX 16,596,549 16,596,549
    803,810.208 SHS VANGUARD FTSE SOCIAL INDEX FUND 26,879,413 26,879,413
    6,750 SHS WASTE MANAGEMENT INC. 1,126,575 1,126,575
    37,875 SHS VANGUARD SMALL CAP INDEX 4,104,481 4,104,481
    11,300 SHS BLACKSTONE GROUP INC 1,462,107 1,462,107
    3,030 SHS EXPEDIA INC 547,582 547,582
    2,400 SHS MICROSOFT CORPORATION 807,168 807,168
    4,000 SHS NORFOLK SOUTHERN CORP 1,190,840 1,190,840
    5,200 SHS NIKE INC 866,684 866,684
    IMPACTIVE CAPITAL FUND 6,428,627 6,428,627
    205,478 SHS PERSHING SQUARE HOLDINGS LTD 8,445,146 8,445,146
    5,300 SHS STARBUCKS CORP 619,941 619,941
    2,350 SHS STRYKER CORP 628,437 628,437
    11,350 SHS VERIZON COMMUNICATIONS INC. 589,746 589,746
    5,300 SHS VISA INC 1,148,563 1,148,563
    5,110 SHS WYNDHAM HOTELS AND RESORTS 458,112 458,112
    19,386 SHS UNITED STATES SUGAR CORPORATION 9,386,120 9,386,120
    22,450 SHS AT&T INC 552,270 552,270
    35,400 SHS CLEARWAY ENERGY CLASS A 1,185,192 1,185,192
    10,000 FIRST AMERICAN FINANCIAL CORPORATION 782,300 782,300
    3,650 SHS META PLATFORMS INC 1,227,678 1,227,678
    TIGER GLOBAL CROSSOVER (CAYMAN) LP 5,250,000 5,250,000

    TY 2021 InvestmentsOtherSchedule2
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    7,800 SHS CROWN CASTLE REIT INC FMV 1,628,172 1,628,172
    TACONIC CRE DISLOCATION FUND, LP FMV 1,121,536 1,121,536
    TACONIC CRE DISLOCATION FUND II, LP FMV 1,983,532 1,983,532
    365,072.512 SHS VANGUARD REIT INDEX FUND FMV 9,283,794 7,283,794
    1,000,000 SHS ARBORETUM VENTURES III FMV 450,291 450,291
    2,000,000 SHS ARBORETUM VENTURES IV FMV 2,667,598 2,667,598
    156,905.409 SHS ARCHIPELAGO HLDGS LTD FMV 6,469,398 6,469,398
    6,000,000 SHS CROSSLINK VENTURES V LIQUIDATING FUND LLC FMV 602,859 602,859
    800,000 SHS CROSSLINK VI VENTURE FUND FMV 523,620 523,620
    DFJ GROWTH III LP FMV 3,262,975 3,262,975
    2,000,000 SHS DRAPER FISHER JURVETSON GROWTH 2013 FUND LP FMV 3,494,222 3,494,222
    5,000,000 SHS ELLIOTT INTERNATIONAL LIMITED FMV 8,265,151 8,265,151
    1,512.157 SHS HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 6,734,048 6,734,048
    IMPACT VENTURES III, LP FMV 465,282 465,282
    194,281.652 SHS OTTER CREEK LONG/SHORT OPPORTUNITY FUND FMV 2,673,316 2,673,316
    2,200,000 SHS TGAP VENTURE CAPITAL FUND II, L.P. FMV 921,374 921,374
    TRP CAPITAL PARTNERS LP FMV 1,808,051 1,808,051
    649.531 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E FMV 6,646,665 6,646,665
    19,692.517 SHS YORK CREDIT OPPTN - A/1 SERIES FMV 808,080 808,080
    APOLLO NATURAL RESOURCES FMV 154,202 154,202
    29,100 SHS NEXTERA ENERGY PARTNERS LP FMV 2,456,040 2,456,040
    DFJ GROWTH IV LP FMV 1,108,871 1,108,871
    IMPACT VENTURES IV, LP FMV 393,617 393,617
    4,573 SHS COINBASE GLOBAL INC FMV 1,154,088 1,154,088
    9,504 SHS UNITY SOFTWARE INC FMV 1,358,977 1,358,977

    TY 2021 OtherAssetsSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FINE ART 252,500 252,500 252,500
    FRIENDLY FROG SCULPTURE USED AT APPLEWOOD 84,551 84,551 84,551
    DISTRIBUTION RECEIVABLE   47,818 47,818


    TY 2021 OtherExpensesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    401K PROCESSING FEES 1,558 6   1,552
    BUSINESS MEALS 1,255 0   1,245
    COMPUTER/INFORMATION TECHNOLOGY 139,314 0   175,231
    DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART VIII-A 1,797,136 0   1,784,290
    EVENTS 6,725 0   6,725
    FROM JV STMT: MFO D&D SMID CAP VALUE FUND - PORTFOLIO DEDUCTIONS 86,931 86,931   0
    FROM JV STMT: MFO TOWLE FUND - PORTFOLIO DEDUCTIONS 73,762 73,762   0
    FROM JV STMT: MFO WESTFIELD FUND A - PORTFOLIO DEDUCTIONS 42,891 42,891   0
    FROM SCH K-1: ANRP (EPE AIV) LP - ALLOWABLE DEPLETION 0 818   0
    FROM SCH K-1: ANRP (EPE AIV) LP - CHARITABLE DEDUCTION 2 2   0
    FROM SCH K-1: ANRP (EPE AIV) LP - NONDEDUCTIBLE EXPENSES 5 5   0
    FROM SCH K-1: ANRP (EPE AIV) LP - SEC. 59(E)(2) EXPENSE 8,994 8,994   0
    FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP - PORTFOLIO DEDUCTIONS 2 2   0
    FROM SCH K-1: APOLLO NATURAL RESOURCES LP - PORTFOLIO DEDUCTIONS 8,901 8,901   0
    FROM SCH K-1: ARBORETUM VENTURES III, L.P. - PORTFOLIO DEDUCTIONS 9,795 9,795   0
    FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - INVESTMENT INTEREST 17 17   0
    FROM SCH K-1: ARBORETUM VENTURES IV, L.P. - PORTFOLIO DEDUCTIONS 21,391 21,391   0
    FROM SCH K-1: CROSSLINK VENTURES V, L.P. - PORTFOLIO DEDUCTIONS 3,765 3,765   0
    FROM SCH K-1: CROSSLINK VENTURES V, LIQUIDATING FD - PORTFOLIO DEDUCTIONS 5,200 5,200   0
    FROM SCH K-1: CROSSLINK VENTURES VI, L.P. - PORTFOLIO DEDUCTIONS 2,948 2,948   0
    FROM SCH K-1: DFJ GROWTH 2013, L.P. - PORTFOLIO DEDUCTIONS 36,380 36,380   0
    FROM SCH K-1: DFJ GROWTH III, L.P. - INVESTMENT INTEREST EXPENSE 123 123   0
    FROM SCH K-1: DFJ GROWTH III, L.P. - PORTFOLIO DEDUCTIONS 54,383 54,383   0
    FROM SCH K-1: DFJ GROWTH IV, L.P. - INVESTMENT INTEREST EXPENSE 14 14   0
    FROM SCH K-1: DFJ GROWTH IV, L.P. - PORTFOLIO DEDUCTIONS 56,821 56,821   0
    FROM SCH K-1: IMPACT VENTURES III LP - PORTFOLIO DEDUCTIONS 0 8,832   0
    FROM SCH K-1: IMPACT VENTURES IV LP - PORTFOLIO DEDUCTIONS 22,096 22,096   0
    FROM SCH K-1: TACONIC CRE DISLOCATION FUND II LP - OTHER DEDUCTIONS 0 92,842   0
    FROM SCH K-1: TACONIC CRE DISLOCATION FUND LP - OTHER DEDUCTIONS 0 31,874   0
    FROM SCH K-1: TGAP VENTURE CAPITAL FUND II - PORTFOLIO DEDUCTIONS 30,829 30,829   0
    FROM SCH K-1: TRP CAPITAL PARTNERS LP - PORTFOLIO DEDUCTIONS 13,127 13,127   0
    INSURANCE 16,525 0   16,532
    MARKETING & AWARENESS 2,752 0   2,752
    MEMBERSHIP DUES 5,838 0   5,838
    MISCELLANEOUS EXPENSE 2,999 0   3,215
    MISCELLANEOUS INVESTMENT EXPENSE 85 85   0
    OFFICE SUPPLIES 1,419 0   1,419
    OTHER EMPLOYMENT EXPENSES 17,090 0   4,394
    PAYROLL PROCESSING 11,045 39   11,006
    POSTAGE 540 0   630
    SMALL TOOLS, EQUIP AND FURNISHINGS 960 0   961
    SUPPLIES 857 0   857
    TELEPHONE 14,272 0   14,296
    TRAINING 0 0   160


    TY 2021 OtherIncomeSchedule2
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    "HUGS AROUND YOUR NECK" BOOK SALES 5   5
    APPLEWOOD 100TH ANNIVERSARY BOOK SALES 280   280
    CS MOTT BIOGRAPHY BOOK SALES 150   150
    MISCELLANEOUS INCOME 37   37


    TY 2021 OtherIncreasesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Description Amount
    INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS 16,259,923


    TY 2021 OtherLiabilitiesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 1,048,000 1,414,000
    GRANTEE LOAN GUARANTEES 209,000 209,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MFO MANAGEMENT FEE 456,000 441,000   15,000
    COMMUNITY & GRANTEE DASHBOARD 85,092 0   90,571
    HUMAN RESOURCE CONSULTANTS 19,650 0   19,650
    OTHER CONTRACTED SERVICES 4,762 0   4,452
    WEBSITE 2,850 0   2,850
    IMPACT INVESTMENT CONSULTING 125,000 0   125,000
    TEMPORARY STAFFING SUPPORT 7,332 0   7,332


    TY 2021 TaxesSchedule
    Name:
    RUTH MOTT FOUNDATION
    EIN:
    38-2876435
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 97,781 97,781   0
    FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP - FOREIGN TAXES 228 228   0
    PAYROLL TAXES 110,377 529   109,849
    FROM JV STMT: MFO TOWLE FUND - FOREIGN TAXES WITHHELD 138 138   0
    FROM JV STMT: MFO WESTFIELD FUND A - FOREIGN TAXES WITHHELD 444 444   0
    FEDERAL EXCISE TAX 626,000 0   0