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 01-01-2021 , and ending 12-31-2021
Name of foundation
GREATER LANSING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

38-6057513
B Telephone number (see instructions)

(412) 762-2296
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$18,419,786
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 378,565 377,358  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,045,245
b Gross sales price for all assets on line 6a 8,654,516
7 Capital gain net income (from Part IV, line 2)... 1,045,245
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 18,153 10,317  
12 Total. Add lines 1 through 11........ 1,441,963 1,432,920  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,261 162,235   18,026
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,326 0 0 1,326
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 61,428 4,324   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5,168 624   5,168
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,183 167,183 0 24,520
25 Contributions, gifts, grants paid....... 744,213 744,213
26 Total expenses and disbursements. Add lines 24 and 25 992,396 167,183 0 768,733
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 449,567
b Net investment income (if negative, enter -0-) 1,265,737
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 786,562 1,077,877 1,077,877
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,165,757 Click to see attachment14,321,006 17,340,869
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1 Click to see attachment1 Click to see attachment1,040
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,952,320 15,398,884 18,419,786
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 14,952,320 15,398,884
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 14,952,320 15,398,884
30 Total liabilities and net assets/fund balances (see instructions). 14,952,320 15,398,884
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
14,952,320
2
Enter amount from Part I, line 27a .....................
2
449,567
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,746
4
Add lines 1, 2, and 3 ..........................
4
15,425,633
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26,749
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,398,884
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 14395.837 DODGE & COX INCOME FUND   2019-10-24 2021-01-22
b 1980.742 DODGE & COX INCOME FUND   2020-07-01 2021-01-22
c 6019.769 DODGE & COX INCOME FUND   2020-07-01 2021-01-22
d 42088.53 DODGE & COX INCOME FUND   2019-10-24 2021-01-22
e 2244.166 HARBOR FD VALUE FUND   2019-05-21 2021-01-22
6590.07 HARBOR FD VALUE FUND   2019-05-24 2021-01-22
859. ISHARES TR S&P 500 INDEX FD   2019-05-24 2021-01-22
292. ISHARES TR S&P 500 INDEX FD   2019-05-21 2021-01-22
631. ISHARES BARCLAYS 7-10 YEAR TREASURY   2020-07-01 2021-01-22
204. ISHARES BARCLAYS 7-10 YEAR TREASURY   2020-07-01 2021-01-22
1214. ISHARES BARCLAYS 7-10 YEAR TREASURY   2019-10-24 2021-01-22
3535. ISHARES BARCLAYS 7-10 YEAR TREASURY   2019-10-24 2021-01-22
536. ISHARES TR S&P SMLCP GROW   2020-07-01 2021-01-22
1575. ISHARES TR S&P SMLCP GROW   2020-07-01 2021-01-22
4060.081 PACIFIC FUNDS FLOATING RATE INCOME   2020-05-28 2021-01-22
1453.886 PACIFIC FUNDS FLOATING RATE INCOME   2020-06-02 2021-01-22
33404.35 PACIFIC FUNDS FLOATING RATE INCOME   2019-10-24 2021-01-22
11299.404 PACIFIC FUNDS FLOATING RATE INCOME   2019-10-24 2021-01-22
9278.984 PIMCO INCOME FUND CLASS INS   2019-10-24 2021-01-22
2455.452 PIMCO INCOME FUND CLASS INS   2020-05-28 2021-01-22
942.637 PIMCO INCOME FUND CLASS INS   2020-06-02 2021-01-22
27571.852 PIMCO INCOME FUND CLASS INS   2019-10-24 2021-01-22
609.029 PGIM HIGH YIELD FUND CLASS R6   2020-12-29 2021-01-22
3308.618 PGIM HIGH YIELD FUND CLASS R6   2019-10-24 2021-01-22
1805.709 PGIM HIGH YIELD FUND CLASS R6   2020-12-29 2021-01-22
9697.897 PGIM HIGH YIELD FUND CLASS R6   2019-10-24 2021-01-22
1309.482 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2021-01-22
124.956 WASATCH INTL OPPORTUNIT-INST   2020-12-29 2021-01-22
375.985 WASATCH INTL OPPORTUNIT-INST   2020-12-29 2021-01-22
449.903 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2021-01-22
1725.566 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2020-12-29 2021-01-22
589.738 WESTERN ASSET CORE PLUS BOND FD CLASS I FD 287   2020-12-29 2021-01-22
1634.258 CAMBIAR INTL EQUITY FUND-INS   2021-01-22 2021-03-24
555.784 CAMBIAR INTL EQUITY FUND-INS   2021-01-22 2021-03-24
2942.816 CAMBIAR INTL EQUITY FUND-INS   2019-05-21 2021-03-24
8641.271 CAMBIAR INTL EQUITY FUND-INS   2019-05-24 2021-03-24
296.94 DOUBLELINE FLEXIBLE INC-I   2021-01-22 2021-03-24
106.875 DOUBLELINE FLEXIBLE INC-I   2021-01-22 2021-03-24
333. FIDELITY REAL ESTATE ETF ETF   2021-01-22 2021-03-24
971. FIDELITY REAL ESTATE ETF ETF   2021-01-22 2021-03-24
3785.316 HARBOR FD VALUE FUND   2019-05-21 2021-03-24
11113.884 HARBOR FD VALUE FUND   2019-05-24 2021-03-24
2085.895 OAKMARK INTL SM CAP-INST 2888   2021-01-22 2021-03-24
711.702 OAKMARK INTL SM CAP-INST 2888   2021-01-22 2021-03-24
2873.204 WCM FOCUSED INTL GROWTH-INS   2021-01-22 2021-03-24
979.999 WCM FOCUSED INTL GROWTH-INS   2021-01-22 2021-03-24
7. ISHARES TR S&P 500 INDEX FD   2019-05-21 2021-03-24
20. ISHARES TR S&P 500 INDEX FD   2019-05-24 2021-03-24
367. ISHARES CORE MSCI EAFE ETF ETF   2021-01-22 2021-03-24
125. ISHARES CORE MSCI EAFE ETF ETF   2021-01-22 2021-03-24
38.691 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-03-24
110.155 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-03-24
367.393 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-05-21 2021-03-24
1068.291 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-05-24 2021-03-24
100.994 PRINCIPAL MIDCAP FUND-R6   2021-01-22 2021-03-24
292.241 PRINCIPAL MIDCAP FUND-R6   2021-01-22 2021-03-24
81.337 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2021-01-22 2021-03-24
32.378 T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND   2021-01-22 2021-03-24
6737.757 TOUCHSTONE MID CAP GROW-INST   2019-05-24 2021-03-24
368.055 TOUCHSTONE MID CAP GROW-INST   2021-01-22 2021-03-24
2293.604 TOUCHSTONE MID CAP GROW-INST   2019-05-21 2021-03-24
1081.928 TOUCHSTONE MID CAP GROW-INST   2021-01-22 2021-03-24
146.681 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2021-01-22 2021-03-24
427.201 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2021-01-22 2021-03-24
825.496 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2021-03-24
2411.213 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2021-03-24
133. WISDOMTREE U.S. QUALITY DIVI ETF   2021-01-22 2021-03-24
45. WISDOMTREE U.S. QUALITY DIVI ETF   2021-01-22 2021-03-24
358.96 CAMBIAR INTL EQUITY FUND-INS   2019-05-24 2021-06-28
1607. FIDELITY REAL ESTATE ETF ETF   2021-01-22 2021-06-28
942.319 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2021-01-22 2021-06-28
1041.295 HARBOR FD VALUE FUND   2019-05-24 2021-06-28
407.352 OAKMARK INTL SM CAP-INST 2888   2021-01-22 2021-06-28
606.97 OAKMARK INTL SM CAP-INST 2888   2019-05-24 2021-06-28
144. INVESCO QQQ TRUST ETF   2021-01-22 2021-06-28
272.868 WCM FOCUSED INTL GROWTH-INS   2021-01-22 2021-06-28
1163.616 WCM FOCUSED INTL GROWTH-INS   2019-05-24 2021-06-28
61. ISHARES TR S&P 500 INDEX FD   2019-05-24 2021-06-28
148. ISHARES CORE MSCI EAFE ETF ETF   2021-01-22 2021-06-28
566.159 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-06-28
1475.85 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-05-24 2021-06-28
107.888 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-24 2021-06-28
74.971 MFS EMERGING MKTS DEBT FD-R6   2020-12-29 2021-06-28
1685.029 SPYGLASS GROWTH FUND-INST   2021-03-24 2021-06-28
931.449 PRINCIPAL MIDCAP FUND-R6   2021-01-22 2021-06-28
227.574 PGIM HIGH YIELD FUND CLASS R6   2021-03-24 2021-06-28
1085.113 TOUCHSTONE SANDS EM GR-INST FUND 565   2021-01-22 2021-06-28
1841.834 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2021-06-28
604.181 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2021-01-22 2021-06-28
823.139 LYRICAL US VALUE EQUITY-INST   2021-03-24 2021-06-28
629.554 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2021-06-28
208. WISDOMTREE U.S. QUALITY DIVI ETF   2021-01-22 2021-06-28
211.75 HARBOR LARGE CAP VALUE-RET   2019-05-21 2021-08-24
284.967 HARBOR LARGE CAP VALUE-RET   2019-05-24 2021-08-24
136.606 OAKMARK INTL SM CAP-R6   2021-01-22 2021-08-24
16.647 OAKMARK INTL SM CAP-R6   2019-05-21 2021-08-24
47. INVESCO QQQ TRUST ETF   2021-01-22 2021-08-24
65. INVESCO QQQ TRUST ETF   2021-01-22 2021-08-24
90.453 WCM FOCUSED INTL GROWTH-INS   2021-01-22 2021-08-24
303.076 WCM FOCUSED INTL GROWTH-INS   2019-05-21 2021-08-24
288.149 WCM FOCUSED INTL GROWTH-INS   2019-05-24 2021-08-24
195.316 JENSEN QUALITY GROWTH-Y   2020-12-29 2021-08-24
51.666 JENSEN QUALITY GROWTH-Y   2019-05-21 2021-08-24
480.831 JENSEN QUALITY GROWTH-Y   2019-05-24 2021-08-24
13.73 JENSEN QUALITY GROWTH-Y   2021-01-22 2021-08-24
2097.299 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2020-10-09 2021-08-24
6302.509 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-05-21 2021-08-24
17038.283 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-05-24 2021-08-24
6174.741 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2020-10-09 2021-08-24
220.082 PRINCIPAL MIDCAP FUND-R6   2021-01-22 2021-08-24
154.184 PRINCIPAL MIDCAP FUND-R6   2021-01-22 2021-08-24
182.773 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2021-08-24
17.272 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2021-01-22 2021-08-24
71.999 LYRICAL US VALUE EQUITY-INST   2021-03-24 2021-08-24
61. WISDOMTREE U.S. QUALITY DIVI ETF   2021-01-22 2021-08-24
174. WISDOMTREE U.S. QUALITY DIVI ETF   2021-01-22 2021-08-24
1. ISHARES S&P 500 INDEX FUND CLASS K   2020-07-17 2021-09-15
1. OTHER ASSETS   2000-01-01 2021-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 911,935   202,981 708,954
b 28,899   29,046 -147
c 326,763   88,254 238,509
d 614,072   593,448 20,624
e 44,704   34,201 10,503
131,274   99,378 31,896
330,527   245,031 85,496
112,356   84,242 28,114
242,801   75,979 166,822
517,834   24,554 493,280
143,856   136,013 7,843
418,888   396,053 22,835
66,677   45,315 21,362
195,926   133,156 62,770
164,435   38,870 125,565
14,219   13,907 312
326,695   330,035 -3,340
476,910   111,637 365,273
112,368   111,078 1,290
29,736   29,209 527
11,415   11,158 257
333,895   330,035 3,860
3,374   3,368 6
18,330   18,131 199
10,004   9,986 18
53,726   53,144 582
7,137   4,505 2,632
681   654 27
2,049   1,966 83
2,452   1,534 918
21,414   21,621 -207
7,319   7,389 -70
44,485   44,223 262
15,128   15,040 88
80,103   73,570 6,533
235,215   213,785 21,430
2,880   2,871 9
1,037   1,033 4
9,030   8,518 512
26,330   24,838 1,492
78,015   57,688 20,327
229,057   167,597 61,460
38,443   36,023 2,420
13,117   12,291 826
69,215   74,157 -4,942
23,608   25,294 -1,686
2,759   2,019 740
7,883   5,705 2,178
26,283   26,158 125
8,952   8,909 43
2,155   2,132 23
6,136   6,069 67
5,500   5,504 -4
15,992   15,948 44
3,706   3,617 89
10,725   10,465 260
792   794 -2
315   316 -1
265,670   208,129 57,541
14,512   15,219 -707
90,437   72,317 18,120
42,660   44,738 -2,078
4,838   4,689 149
14,089   13,658 431
4,210   2,815 1,395
12,297   8,295 4,002
7,487   7,275 212
2,533   2,462 71
10,457   8,881 1,576
49,110   41,107 8,003
14,823   14,496 327
23,377   15,703 7,674
8,314   7,035 1,279
12,388   8,595 3,793
50,764   46,921 3,843
7,556   7,043 513
32,221   19,176 13,045
26,127   17,400 8,727
11,167   10,549 618
34,462   31,187 3,275
23,599   22,033 1,566
2,028   1,998 30
1,123   1,153 -30
41,991   36,767 5,224
38,292   33,355 4,937
1,272   1,252 20
25,283   23,477 1,806
17,092   15,913 1,179
21,684   19,316 2,368
17,755   16,290 1,465
3,368   2,166 1,202
12,347   11,378 969
4,913   3,227 1,686
6,611   4,297 2,314
2,847   2,359 488
347   239 108
17,586   15,314 2,272
24,322   21,180 3,142
2,605   2,335 270
8,729   4,998 3,731
8,299   4,749 3,550
12,836   10,759 2,077
3,395   2,547 848
31,600   23,493 8,107
902   756 146
34,773   29,985 4,788
104,496   94,096 10,400
282,495   253,573 28,922
102,377   88,281 14,096
9,364   7,881 1,483
6,561   5,521 1,040
1,727   1,579 148
621   552 69
1,575   1,425 150
3,806   3,337 469
10,858   9,518 1,340
532   382 150
1   2,093,658 -2,093,657
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
      385,473
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       708,954
b       -147
c       238,509
d       20,624
e       10,503
      31,896
      85,496
      28,114
      166,822
      493,280
      7,843
      22,835
      21,362
      62,770
      125,565
      312
      -3,340
      365,273
      1,290
      527
      257
      3,860
      6
      199
      18
      582
      2,632
      27
      83
      918
      -207
      -70
      262
      88
      6,533
      21,430
      9
      4
      512
      1,492
      20,327
      61,460
      2,420
      826
      -4,942
      -1,686
      740
      2,178
      125
      43
      23
      67
      -4
      44
      89
      260
      -2
      -1
      57,541
      -707
      18,120
      -2,078
      149
      431
      1,395
      4,002
      212
      71
      1,576
      8,003
      327
      7,674
      1,279
      3,793
      3,843
      513
      13,045
      8,727
      618
      3,275
      1,566
      30
      -30
      5,224
      4,937
      20
      1,806
      1,179
      2,368
      1,465
      1,202
      969
      1,686
      2,314
      488
      108
      2,272
      3,142
      270
      3,731
      3,550
      2,077
      848
      8,107
      146
      4,788
      10,400
      28,922
      14,096
      1,483
      1,040
      148
      69
      150
      469
      1,340
      150
      -2,093,657
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,045,245
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 17,594
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 17,594
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,920
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 36,326
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,798 RefundedBullet 11 27,528
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-2296

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    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)
     
    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
    PNC BANK NA TRUSTEE
    36
    180,261    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    KEN SLATER DIRECTOR
    1
    0    
    3945 BAYBERRY LANE
    LANSING,MI48911
    COLONEL JAMES E STOKES DIRECTOR
    1
    0    
    3517 AUTUMNWOOD LANE
    OKEMOS,MI48864
    BRIAN HUGGLER DIRECTOR
    1
    0    
    1408 CAMBRIDGE RD
    LANSING,MI48911
    MATT HUND DIRECTOR
    1
    0    
    300 S WASHINGTON SQUARE STE 300
    LANSING,MI48933
    KIRA M CARTER - ROBERTSON MHA FA DIRECTOR
    1
    0    
    1200 E MICHIGAN AVE SUITE 600
    LANSING,MI48912
    JANICE DOOLEY DIRECTOR
    1
    0    
    PO BOX 13097
    LANSING,MI48901
    SCOTT LEROY DIRECTOR
    1
    0    
    PO BOX 13097
    LANSING,MI48901
    RISHAN BUTLER DIRECTOR
    1
    0    
    1476 STONEGATE LANE
    EAST LANSING,MI48823
    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
    NONE
    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.........................bullet  
    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
    18,017,468
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,017,468
    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
    18,017,468
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    270,262
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,747,206
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    887,360
    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
    887,360
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,594
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,594
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    869,766
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    869,766
    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
    869,766
    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 7 869,766
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 753,401
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 768,733
    a Applied to 2020, but not more than line 2a 753,401
    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..... 15,332
    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 ..........
    854,434
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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:
    STEVEN J PETERS
    120 N WASHINGTON SQ STE 650
    LANSING,MI48933
    (517) 334-5299
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF APPLICATION DETAILING SERVICE TO COMMUNITY
    cAny submission deadlines:
    APRIL 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO ENTITIES SERVING INGHAM, EATON, AND CLINTON COUNTIES OF MICHIGAN
    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
    WKAR-DEPARTMENT OF BROADCASTING
    HANNAH ADMINISTRATION BUILDING
    EAST LANSING,MI48824
    NONE PC RADIO READING SERVICE 3,000
    CAPITAL REGION COMMUNITY FOUNDATION
    330 MARSHALL ST STE 300
    LANSING,MI48823
    NONE PC GENERAL SUPPORT 668,156
    AMERICAN CANCER SOCIETY
    1755 ABBEY ROAD
    EAST LANSING,MI48823
    NONE PC GENERAL SUPPORT 5,231
    DKG SUPPORTING CORPORATION
    GAMMA SCHOLARSHIP FUND
    AUSTIN,TX787671589
    NONE PC GENERAL SUPPORT 110
    SALVATION ARMY
    5550 PRAIRIE STONE PARKWAY
    HOFFMAN ESTATES,IL60192
    NONE PC GENERAL SUPPORT 5,231
    NATIONAL ANTI-VIVISECTION SOCIETY
    53 W JACKSON BOULEVARD
    CHICAGO,IL60604
    NONE PC GENERAL SUPPORT 5,231
    PLYMOUTH CONGREGATIONAL CHURCH
    2001 E GRAND RIVER AVENUE
    LANSING,MI48912
    NONE PC GENERAL SUPPORT 1,576
    1ST UNITED METHODIST CHURCH
    209 W GREEN
    HASTINGS,WI49058
    NONE PC GENERAL SUPPORT 110
    VOLUNTEERS OF AMERICA MI
    414 N LARCH ST
    LANSING,MI48912
    NONE PC GENERAL SUPPORT 5,231
    CAPITAL AREA HUMANE SOCIETY
    7095 W GRAND RIVER AVE
    LANSING,MI48906
    NONE PC GENERAL SUPPORT 6,380
    LAWRENCE AVENUE UNITED METHODIST CHURCH
    210 E LAWRENCE AVE
    CHARLOTTE,MI48813
    NONE PC GENERAL SUPPORT 5,397
    HARRY HARRIS SCHOLARSHIP FUND
    1924 COOLIDGE ROAD
    EAST LANSING,MI48823
    NONE PC GENERAL SUPPORT 3,545
    FIRST UNITED METHODIST CHURCH
    201 E ASH STREET
    MASON,MI48854
    NONE PC GENERAL SUPPORT 1,576
    HAYES-GREEN-BEACH HOSPITAL
    321 E HARRIS
    CHARLOTTE,MI48813
    NONE PC GENERAL SUPPORT 5,287
    DISABILITY NETWORK CAPITAL AREA
    901 E MOUNT HOPE AVE
    LANSING,MI489103207
    NONE PC GENERAL SUPPORT 3,000
    BROOKFIELD UNITED
    7681 BROOKFIELD RD
    CHARLOTTE,MI48813
    NONE PC GENERAL SUPPORT 110
    CAPITAL AREA DISTRICT LIBRARY
    401 S CAPITOL
    LANSING,MI48933
    NONE PC GENERAL SUPPORT 737
    LANSING SCHOOL DISTRICT
    519 W KALAMAZOO
    LANSING,MI48933
    NONE PC GENERAL SUPPORT 830
    EAST LANSING LIBRARY
    950 ABBOTT
    EAST LANSING,MI48823
    NONE PC GENERAL SUPPORT 147
    1ST PRESBYTERIAN CHURCH
    131 E MAPLE STREET
    MASON,MI48854
    NONE PC GENERAL SUPPORT 1,576
    EDWARD W SPARROW HOSPITAL
    C/O SPARROW HOSPITAL FOUNDATION
    1110 E MICHIGAN AVENUE
    LANSING,MI48912
    NONE PC GENERAL SUPPORT 6,059
    HUMANE SOCIETY OF THE US
    2100 L STREET N W
    WASHINGTON,DC20037
    NONE PC GENERAL SUPPORT 5,231
    AMERICAN HUMANE ASSOCIATION
    1400 16TH ST NW STE 360
    WASHINGTON,DC20036
    NONE PC GENERAL SUPPORT 5,231
    BORN FREE USA
    1122 S ST
    SACRAMENTO,CA95822
    NONE PC GENERAL SUPPORT 5,231
    Total .................................bullet 3a 744,213
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
             
    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 1,045,245  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME
        14 10,049  
    bFEDERAL TAX REFUND     14 8,104  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,441,963  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,441,963
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES (ALLOC 1,326     1,326

    TY 2021 InvestmentsOtherSchedule2
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - EQUITY      
    66922204 ISHARES S&P 500 INDEX      
    256210105 DODGE & COX INCOME F AT COST 426,708 433,405
    316092857 FIDELITY REAL ESTATE AT COST 569,677 802,761
    317609295 SEAFARER OVERSEAS GR AT COST 382,994 394,424
    411511603 HARBOR FD LARGE CAP      
    412295305 HARDING LOEVNER EMER AT COST 62,136 75,964
    413838657 OAKMARK INTL SM CAP-      
    461418444 WCM FOCUSED INTL GRO AT COST 257,176 431,886
    464287200 ISHARES CORE S&P 500 AT COST 436,803 643,460
    464287440 ISHARES BARCLAYS 7-1      
    464287887 ISHARES S&P SMALL CA      
    476313408 JENSEN QUALITY GROWT AT COST 450,432 620,341
    552746364 MFS EMERGING MKTS DE AT COST 315,001 307,035
    779556109 T ROWE PRICE MID CAP      
    779578103 T ROWE PRICE VALUE F      
    936793686 WASATCH INTL OPPORTU AT COST 143,597 188,046
    957663503 WESTERN ASSET CORE P      
    46090E103 INVESCO QQQ TRUST ET AT COST 610,921 934,550
    00170K869 AMG GW&K SC CORE-I AT COST 5,800 7,741
    00769G543 CAMBIAR INTL EQUITY AT COST 214,880 243,972
    04314H659 ARTISAN MID CAP FUND      
    09252M883 BLACKROCK TOTAL RETU AT COST 2,290,009 2,267,248
    31423A671 FEDERATED HERMES INT AT COST 443,249 527,935
    46432F842 ISHARES CORE MSCI EA AT COST 497,641 563,084
    52106N459 LAZARD GLOBAL LISTED      
    52470H765 LEGG MASON CLEARBRID      
    69447T771 PACIFIC FUNDS FLOATI      
    72201F490 PIMCO INCOME FUND CL      
    74256W535 PRINCIPAL BLUE CHIP- AT COST 215,350 346,315
    74256W584 PRINCIPAL MIDCAP FUN AT COST 380,855 549,924
    74440Y884 PGIM HIGH YIELD FUND AT COST 403,769 410,439
    89154Q562 TOUCHSTONE SANDS EM AT COST 302,966 357,845
    89154X526 TOUCHSTONE MID CAP G      
    89609H704 TRIBUTARY SMALL COMP AT COST 282,652 365,072
    97717X669 WISDOMTREE U.S. QUAL AT COST 261,653 369,540
    04314H600 ARTISAN PARTNERS MID AT COST 15,000 15,149
    066922204 ISHARES S&P 500 INDE AT COST 1,103,204 1,875,377
    258620533 DOUBLELINE FLEXIBLE AT COST 507,142 502,313
    411512478 HARBOR LARGE CAP VAL AT COST 440,240 679,219
    413838566 OAKMARK INTL SM CAP- AT COST 194,248 274,204
    52470H666 CLEARBRIDGE SMALL CA AT COST 58,250 71,239
    543069405 LONGLEAF PARTNERS FD AT COST 267,242 247,630
    56170L703 SPYGLASS GROWTH FUND AT COST 428,585 349,355
    779556406 T ROWE PR MID CAP GR AT COST 72,509 136,388
    779578301 T ROWE PRICE VALUE F AT COST 63,750 83,911
    77958B402 T ROWE PRICE INSTITU AT COST 416,192 415,372
    89355J656 TRANSAMERICA SM CAP AT COST 294,324 295,339
    90386H404 LYRICAL US VALUE EQU AT COST 262,587 304,870
    957663669 WESTERN ASSET CORE P AT COST 1,243,464 1,249,516

    TY 2021 OtherAssetsSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX SOUTH TEXAS SYNDICAT 1 1 1,040


    TY 2021 OtherDecreasesSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Description Amount
    2021 TRANSACTIONS POSTED IN 2022 17,496
    PRIOR YEAR ROC ADJUSTMENT 9,226
    ADJUSTMENT TO INCOME 23
    ROUNDING ADJUSTMENT 4


    TY 2021 OtherExpensesSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP RENEWAL FEES 3,800 0   3,800
    LIABILITY INSURANCE FEES 1,368 0   1,368
    PARTNERSHIP EXPENSE   624   0


    TY 2021 OtherIncomeSchedule2
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 10,049 0  
    FEDERAL TAX REFUND 8,104 0  
    PARTNERSHIP - ROYALTY INCOME   10,317  


    TY 2021 OtherIncreasesSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 21,086
    PRIOR YEAR WASH SALE ADJUSTMENT 2,660


    TY 2021 TaxesSchedule
    Name:
    GREATER LANSING FOUNDATION
    EIN:
    38-6057513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 6,028 0   0
    FEDERAL ESTIMATES - PRINCIPAL 51,076 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,645 3,645   0
    FOREIGN TAXES ON NONQUALIFIED 679 679   0