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
WILLIAM DAVIDSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1688
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, MI48012
A Employer identification number

20-3899187
B Telephone number (see instructions)

(248) 788-6500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,648,447,558J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,007,433 17,770,910  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 113,550,281
b Gross sales price for all assets on line 6a 251,452,149
7 Capital gain net income (from Part IV, line 2)... 110,481,732
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 -4,278,664 -4,530,807  
12 Total. Add lines 1 through 11........ 127,279,050 123,721,835  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 945,052 49,391   897,489
14 Other employee salaries and wages...... 1,657,254 13,423   1,644,325
15 Pension plans, employee benefits....... 744,337 17,707   728,936
16a Legal fees (attach schedule)......... Click to see attachment 25,885 246   25,639
b Accounting fees (attach schedule)....... Click to see attachment 63,600 1,478   62,122
c Other professional fees (attach schedule).... Click to see attachment 6,510,503 7,289,844   1,025,115
17 Interest............... 1,508,770 1,508,770   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 990,198 608,181   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 115,601 0  
20 Occupancy.............. 217,926 4,094   213,828
21 Travel, conferences, and meetings....... 119,426 337   119,089
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 320,789 5,778   315,009
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,219,341 9,499,249   5,031,552
25 Contributions, gifts, grants paid....... 55,119,315 55,119,315
26 Total expenses and disbursements. Add lines 24 and 25 68,338,656 9,499,249   60,150,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,940,394
b Net investment income (if negative, enter -0-) 114,222,586
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............. 28,711,215 39,595,877 39,595,877
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,388 3,240 3,240
10a Investments—U.S. and state government obligations (attach schedule) 78,313,519 Click to see attachment96,350,968 94,940,731
b Investments—corporate stock (attach schedule)....... 4,791,864 0 0
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).......... 956,866,502 Click to see attachment963,027,577 1,504,454,538
14 Land, buildings, and equipment: basis bullet8,072,598
Less: accumulated depreciation (attach schedule) bullet1,059,426 5,757,534 Click to see attachment7,013,172 7,013,172
15 Other assets (describe bullet) Click to see attachment2,607,966 Click to see attachment1,947,966 Click to see attachment2,440,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,077,051,988 1,107,938,800 1,648,447,558
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) Click to see attachment9,538 Click to see attachment11,134
23 Total liabilities (add lines 17 through 22)......... 9,538 11,134
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........... 1,077,042,450 1,107,927,666
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,077,042,450 1,107,927,666
30 Total liabilities and net assets/fund balances (see instructions). 1,077,051,988 1,107,938,800
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,077,042,450
2
Enter amount from Part I, line 27a .....................
2
58,940,394
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,135,982,844
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
28,055,178
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,107,927,666
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 NORTHERN TRUST P    
b 0046 K-1 P    
c 0048 K-1 P    
d 0049 K-1 P    
e 0050 K-1 P    
0052 K-1 P    
0060 K-1 P    
0061 K-1 P    
0062 K-1 P    
0048 K-1 P    
0049 K-1 P    
0050 K-1 P    
0061 K-1 P    
0062 K-1 P    
NORTHERN TRUST MANNING P    
GAIN LOSS ON DISPOSAL OF ASSETS P    
NORTHERN TRUST JOHNSTON P    
NORTHERN TRUST SAILING 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 157,837,637   137,897,194 19,940,443
b 1,641,468   114,195 1,527,273
c 14,812,671     14,812,671
d 4,042,241   1,000,746 3,041,495
e 55,829,645     55,829,645
6,286,956     6,286,956
7,831,334     7,831,334
1,211,492     1,211,492
310     310
646,763   646,763 0
      0
1,291,561   1,291,561 0
19,952   19,952 0
1   1 0
44     44
      0
    5 -5
74     74
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       19,940,443
b       1,527,273
c       14,812,671
d       3,041,495
e       55,829,645
      6,286,956
      7,831,334
      1,211,492
      310
      0
      0
      0
      0
      0
      44
      0
      -5
      74
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 2 110,481,732
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 1,587,694
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 1,587,694
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,025,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,025,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12,475
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 575,169
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See 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 addressbulletWWW.WILLIAMDAVIDSON.ORG
    14
    The books are in care ofbulletRALPH GERSON Telephone no.bullet (248) 788-6500

    Located atbulletPO BOX 1688BIRMINGHAMMI ZIP+4bullet48012
    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
    Yes
     
    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
     
    No
    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)
    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
    Yes
     
    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
    JONATHAN AARON CLASS A DIRECTOR AND CHAIRMAN
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    MARY AARON CLASS A DIRECTOR AND SECRETARY
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ETHAN DAVIDSON CLASS D DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    KAREN DAVIDSON CLASS A DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    RALPH GERSON CLASS A DIRECTOR AND TREASURER
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    DARIN MCKEEVER PRESIDENT AND CHIEF EXECUTIVE OFFICER
    40.00     		568,148 80,420 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ELI SAULSON CLASS A DIRECTOR
    1.00     		0 0 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    DANIELLE STEWART HANSON VP AND CHIEF FINANCIAL OFFICER
    40.00     		376,904 52,246 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    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
    KARI ALTERMAN PROGRAM DIRECTOR, JE
    40.00     		174,778 22,899 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    GEORGE JACOBSEN PROGRAM DIRECTOR, SO
    40.00     		172,755 22,638 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    ERICA MILLER CONTROLLER
    40.00     		165,630 21,706 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    LISA KATZ SENIOR PROGRAM OFFIC
    40.00     		150,415 19,713 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    CARLA SMITH HUMAN RESOURCES OFFI
    40.00     		148,104 19,405 0
    PO BOX 1688
    BIRMINGHAM,MI48012
    Total number of other employees paid over $50,000...................bullet 10
    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
    INVESTURE LLC INVESTMENT 5,464,686
    240 W MAIN STREET SUITE 500
    CHARLOTTESVILLE,VA22902
    ROSSETTI INC ARCHITECT 491,161
    160 W FORT STREET SUITE 400
    DETROIT,MI48226
    PERMASTEELISA NORTH AMERICA CORP ENGINEERING AND DESIGN 296,800
    123 DAY HILL RD
    WINDSOR,CT06095
    YD PULITZER CONSULTING LTD CONSULTING 209,564
    161 JAFFA STREET
      JERUSALEM  
    IS
    OUT OF THE BOX SOLUTIONS INC TECHNOLOGY CONSULTING 175,875
    313 E HUDSON AVE SUITE M111
    ROYAL OAK,MI48067
    Total number of others receiving over $50,000 for professional services.............bullet9
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,499,609,230
    b
    Average of monthly cash balances.......................
    1b
    36,505,107
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,766,493
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,538,880,830
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,538,880,830
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    23,083,212
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,515,797,618
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    75,789,881
    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
    75,789,881
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,587,694
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    10,176
    c
    Add lines 2a and 2b............................
    2c
    1,597,870
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,192,011
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    74,192,011
    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
    74,192,011
    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 74,192,011
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 61,210,984
    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$ 61,516,872
    a Applied to 2020, but not more than line 2a 61,210,984
    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..... 305,888
    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 ..........     		73,886,123
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    AFSNC INC
    40 W 57TH STREET FLOOR 26
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT 2,000,000
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC
    633 3RD AVE 20TH FLOOR
    NEW YORK,NY10017     		  PC GENERAL OPERATING EXPENSES OF THE DAVIDSON INSTITUTE OF SCIENCE EDUCATION 2,000,000
    AMERICAN FRIENDS OF OGEN INC
    2330 MILTON ROAD
    UNIVERSITY HEIGHTS,OH44118     		  PC GENERAL OPERATING SUPPORT 250,000
    AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC
    1266 WEST PACES FERRY ROAD 615
    ATLANTA,GA303272306     		  PC FOR GENERAL OPERATING SUPPORT AND SUPPORT FOR THE WILLIAM DAVIDSON SENIOR FELLOW FOR ECONOMIC POLICY, AND THE CENTER FOR GOVERNANCE AND THE ECONOMY 750,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    545 FIFTH AVENUE SUITE 920
    NEW YORK,NY10017     		  PC TO SUPPORT THE ENDOWMENT WITH A NAMING OF THE TEMPORARY ARCHAEOLOGY EXHIBITIONS GALLERY AT THE ISRAEL MUSEUM 2,500,000
    AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC
    39 BROADWAY SUITE 1510
    NEW YORK,NY10006     		  PC TO SUPPORT THE GENERAL OPERATIONS OF THE INSTITUTE FOR NATIONAL SECURITY STUDIES 150,000
    AMERICAN ISRAEL EDUCATION FOUNDATION INC
    251 H STREET NW
    WASHINGTON,DC20001     		  PC TO SUPPORT ISRAEL EDUCATION AND OUTREACH 1,000,000
    AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
    220 EAST 42ND STREET SUITE 400
    NEW YORK,NY10017     		  PC TO SUPPORT DETROIT-BASED ENTWINE TRIPS, PRIORITIZE DETROIT PARTICIPATION ON ENTWINE TRIPS, AND TO DEVELOP A DETROIT-BASED LEADERSHIP COHORT 275,000
    AREIVIM PHILANTHROPIC GROUP INC
    729 7TH AVE 9TH FLOOR
    NEW YORK,NY10019     		  PC MEMBERSHIP DUES 50,000
    BOUNDLESS ISRAEL
    464 COMMON STREET 329
    BELMONT,MA02478     		  PC GENERAL OPERATING SUPPORT 75,000
    CENTER FOR EDUCATIONAL TECHNOLOGY
    16 KLAUZNER STREET PO BOX 39513
    TEL AVIV    
    IS     		  NC SUPPORT FOR 929 150,000
    CHARLES H WRIGHT MUSEUM OF AFRICAN AMERICAN HISTORY
    315 E WARREN AVENUE
    DETROIT,MI48201     		  PC TO SUPPORT THE DETROIT HISTORICAL MUSEUMS' CAPACITY AND PLANNING SUPPORT 200,000
    COLLEGE FOR CREATIVE STUDIES
    201 EAST KIRBY
    DETROIT,MI48201     		  PC TO SUPPORT DESIGN CORE DETROIT'S 2021 DETROIT MONTH OF DESIGN 100,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC TO SUPPORT THE MARIAM C. NOLAND PUBLIC SPACES FUND 100,000
    COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI482263134     		  PC TO SUPPORT THE NEW ECONOMY INITIATIVE 1,500,000
    COMMUNITY INITIATIVES
    1000 BROADWAY SUITE 480
    OAKLAND,CA94607     		  PC TO SUPPORT THE ANNUAL MEMBERSHIP IN ENTREPRENEURSHIP FUNDERS NETWORK (EFN) AND TO SUPPORT EFN PROGRAMMATIC ACTIVITIES 35,000
    CONGREGATION B'NAI BRITH HILLEL
    360 CHARLES STREET
    EAST LANSING,MI48823     		  PC TO SUPPORT THE HILLELS OF MICHIGAN JEWISH LEADERSHIP AND LEARNING INITIATIVE 150,000
    CONGREGATION B'NAI BRITH HILLEL
    360 CHARLES STREET
    EAST LANSING,MI48823     		  PC TO SUPPORT JEWISH LEADERSHIP AND LEARNING INITIATIVES FOR THE HILLELS OF MICHIGAN 300,000
    CONGREGATION SHAAREY ZEDEK
    27375 BELL ROAD
    SOUTHFIELD,MI480342079     		  PC GENERAL OPERATING SUPPORT 300,000
    COUNCIL OF MICHIGAN FOUNDATIONS INC
    ONE SOUTH HARBOR DRIVE SUITE 8
    GRAND HAVEN,MI49417     		  PC MEMBERSHIP DUES 33,000
    DETROIT CHILDREN'S FUND
    100 TALON CENTER DRIVE SUITE 100
    DETROIT,MI48207     		  PC TO SUPPORT EFFORTS TO HELP DETROIT SCHOOLS ADDRESS POST-PANDEMIC LEARNING NEEDS AND TO SPEND FEDERAL STIMULUS FUNDS 200,000
    DETROIT JEWISH NEWS FOUNDATION
    29200 NORTHWESTERN HWY SUITE 110
    SOUTHFIELD,MI48034     		  PC GENERAL OPERATING SUPPORT AS THE DETROIT JEWISH NEWS TRANSITIONS TO A NON-PROFIT ENTITY 75,000
    DETROIT PISTONS FOUNDATION
    6201 2ND AVENUE
    DETROIT,MI48202     		  PC TO SUPPORT THE PISTONS NEIGHBORS PLACEMAKING PROGRAM DURING SUMMER 2021 200,000
    DETROIT REGIONAL PARTNERSHIP FOUNDATION
    1001 WOODWARD AVE STE 800
    DETROIT,MI48226     		  PC TO SUPPORT FACILITATION, STRATEGIC PLANNING, AND PROPOSAL DEVELOPMENT IN RESPONSE TO THE U.S. ECONOMIC DEVELOPMENTADMINISTRATIONS (EDA) BUILD BACK BETTER (BBB) COMPETITION FOR REGIONAL INNOVATION CLUSTERS 25,000
    DETROIT RIVERFRONT CONSERVANCY INC
    600 RENAISSANCE CENTER SUITE 1720
    DETROIT,MI48243     		  PC TO SUPPORT THE 2021 SHIMMER ON THE RIVER ANNUAL FUNDRAISER 10,000
    DETROIT RIVERFRONT CONSERVANCY INC
    600 RENAISSANCE CENTER SUITE 1720
    DETROIT,MI48243     		  PC COMPREHENSIVE CAMPAIGN SUPPORT 1,000,000
    DETROIT SYMPHONY ORCHESTRA HALL INC
    3711 WOODWARD AVE
    DETROIT,MI48201     		  PC TO EXTEND SPONSORSHIP OF THE NEIGHBORHOOD CONCERT SERIES AND TO SUPPORT THE DSO'S BLUEPRINT 2023 PLANS 2,750,000
    DETROIT SYMPHONY ORCHESTRA HALL INC
    3711 WOODWARD AVE
    DETROIT,MI48201     		  PC TO SUPPORT THE DSO 2022 FLORIDA TOUR 150,000
    DETROIT SYMPHONY ORCHESTRA HALL INC
    3711 WOODWARD AVE
    DETROIT,MI48201     		  PC ENDOWMENT SUPPORT, WHILE SECURING NAMING RECOGNITION FOR THE PRINCIPAL BASSOON 1,500,000
    DOWNTOWN DETROIT PARTNERSHIP
    1 CAMPUS MARTIUS SUITE 380
    DETROIT,MI48226     		  PC TO SUPPORT DETROIT HOMECOMING VIII 75,000
    ENDEAVOR DETROIT
    6001 CASS AVENUE SUITE 03-130
    DETROIT,MI48202     		  PC TO SUPPORT EDUCATION, TECHNICAL ASSISTANCE, MENTORSHIP AND OTHER SUPPORT FOR HIGH-IMPACT ENTREPRENEURS IN SOUTHEAST MICHIGAN 235,000
    FARBER HEBREW DAY SCHOOL-YESHIVAT AKIVA
    21100 W 12 MILE ROAD
    SOUTHFIELD,MI48076     		  PC TO SUPPORT THE ACADEMIC EXCELLENCE PLAN, TO SUPPORT AN INNOVATION LEARNING PILOT AND FOR SPONSORSHIP OF THE 2021 GALA 385,000
    FJC - A FOUNDATION OF DONOR ADVISED FUNDS
    31 W 34TH STREET STE 8026
    NEW YORK,NY10001     		  PC TO SUPPORT NATANS GRANTS TO JEWISH VENTURES THROUGH THEIR JEWISH CONNECTIONS COMMITTEE AND TO SUPPORT NATANS GENERAL OPERATIONS 150,000
    FOUNDATION FOR DETROIT'S FUTURE
    333 WEST FORT STREET SUITE 2010
    DETROIT,MI48226     		  SO I FOR SUPPORT OF THE GRAND BARGAIN FOR THE DETROIT INSTITUTE OF ARTS 1,250,000
    FRESH AIR SOCIETY
    6735 TELEGRAPH ROAD SUITE 380
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT SCHOLARSHIP ENDOWMENT AND A FEASIBILITY STUDY FOR THE HENRY M. BUTZEL CONFERENCE CENTER 424,870
    FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGN INC
    79 MADISON AVE 8TH FLOOR
    NEW YORK,NY10016     		  PC SUPPORT FOR NEW JERUSALEM CAMPUS VIA ONE OF THE DONOR DESIGNATION OPPORTUNITIES (E.G., ARTS & DESIGN TERRACE GALLERY) 500,000
    FRIENDS OF ELNET
    641 LEXINGTON AVENUE 17TH FLOOR
    NEW YORK,NY10022     		  PC TO SUPPORT THE BRUSSELS OFFICE AND TO SUPPORT PROGRAMMING FOR ISRAEL DELEGATIONS. 350,000
    GESHER FOUNDATION INC
    511 6TH AVENUE SUITE 444
    NEW YORK,NY10011     		  PC TO SUPPORT THE AMI INITIATIVE 500,000
    GLOBAL DETROIT
    4444 2ND AVE
    DETROIT,MI48201     		  PC GLOBAL ENTREPRENEUR IN RESIDENCE AND GLOBAL TALENT RETENTION INITIATIVE 500,000
    GLOBAL DETROIT
    4444 2ND AVE
    DETROIT,MI48201     		  PC FUND DEVELOPMENT AND SUSTAINABILITY FOR GLOBAL PROGRAMS 77,500
    HAROLD GRINSPOON FOUNDATION
    67 HUNT STREET SUITE 100
    AGAWAM,MA01001     		  SO I TO SUPPORT THE PJ LIBRARY PROGRAM 750,000
    HAZON INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC TO SUPPORT COHORT 4 OF CLERGY LEADERSHIP INCUBATOR (CLI) AND THE FINAL KENISSA: COMMUNITIES OF MEANING NETWORK GATHERING 60,000
    HAZON INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC HAZON DETROIT AND STRATEGY WORK 700,000
    HILLEL DAY SCHOOL OF METROPOLITAN DETROIT
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		  PC TO SUPPORT DAY SCHOOL TUITION ASSISTANCE 1,154,334
    HILLEL DAY SCHOOL OF METROPOLITAN DETROIT
    32200 MIDDLEBELT RD
    FARMINGTON HILLS,MI48334     		  PC BUILDING ACADEMIC EXCELLENCE IN HEBREW INSTRUCTION, JUDAIC STUDIES, AND STEAM 385,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 8TH STREET
    WASHINGTON,DC20001     		  PC TO SUPPORT THE ISRAEL ACTION PROGRAM, AND FOR NEW SUPPORT TO ENGAGE AND EDUCATE HILLEL PROFESSIONALS CAMPUSWIDE ON ISRAEL, THROUGH MASTERCLASS AND HILLELU OPPORTUNITIES 450,000
    IMAGINATION PRODUCTIONS INC DBA OPENDOR MEDIA
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		  PC PRODUCTION AND DISTRIBUTION OF EDUCATIONAL FILMS, VIDEOS, AND EDUCATIONAL FILMS AND RESOURCES PROMOTING ISRAEL AND JUDAISM. 100,000
    INDUSTRIAL SEWING AND INNOVATION CENTER
    5800 CASS AVE
    DETROIT,MI48202     		  PC TO SUPPORT APPRENTICESHIP AND TRAINING PROGRAMS 300,000
    ISAAC AGREE DOWNTOWN SYNAGOGUE
    1457 GRISWOLD
    DETROIT,MI48226     		  PC TO SUPPORT THE CAPITAL CAMPAIGN PROJECT, SUSTAINED SUPPORT FOR OPERATIONS AND ENHANCED BUILDING AND SPACE ACTIVATION 842,767
    ISRAEL-IS
    HAYARKON 169
    TEL AVIV    
    IS     		  NC GENERAL OPERATING SUPPORT 100,000
    ITREK INC
    1460 BROADWAY 6TH FLOOR
    NEW YORK,NY10036     		  PC TO SUPPORT ALUMNI ENGAGEMENT AND 2021 TRIPS 350,000
    JEWISH COMMUNITY CENTER OF METROPOLITAN DETROIT
    6600 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC TO SUPPORT THE PLANNING AND LAUNCH OF THE DETROIT JEWISH EDUCATION COLLECTIVE IMPACT INITIATIVE 500,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT COMMUNITY SECURITY EFFORTS 300,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT APPRECIATION GIFTS AND BACK TO SCHOOL BREAKFASTS FOR ALL LOCAL DAY SCHOOL FACULTY AND STAFF 200,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC 2022 ANNUAL CAMPAIGN AND JLABS FOR NEXTGEN AND AFFINITIES 2,000,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC PLATFORM REFINEMENTS, SCALING TO NEW MARKETS, AND FUNDRAISING CAPACITY 250,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO ESTABLISH THE BYRON AND DOROTHY GERSON CENTENNIAL INNOVATION FUND 1,500,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC TO SUPPORT 'ANGEL' LEVEL SPONSORSHIP OF 2021 PROGRAMMING AND GENERAL OPERATING SUPPORT 85,000
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC TO SUPPORT THE "RAY OF LIGHT" COVID-19 RELIEF COLLABORATIVE FUND IN ISRAEL 466,447
    JEWISH FUNDERS NETWORK
    150 WEST 30TH STREET SUITE 900
    NEW YORK,NY10001     		  PC ANNUAL MEMBERSHIP, GENERAL OPERATING SUPPORT AND 2022 CONFERENCE SPONSORSHIP 100,000
    JEWISH INTERACTIVE INC
    1745 BROADWAY 17TH FLOOR
    NEW YORK,NY10019     		  PC RESTRICTED TO SUPPORT ITS EXPANSION IN THE UNITED STATES 150,000
    JEWISH SENIOR LIFE OF METROPOLITAN DETROIT
    6701 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		  PC TO SUPPORT THE EIGHT OVER EIGHTY ANNUAL EVENT 10,000
    JEWISH THEOLOGICAL SEMINARY OF AMERICA
    3080 BROADWAY
    NEW YORK,NY10027     		  PC TO SUPPORT THE WILLIAM DAVIDSON GRADUATE SCHOOL OF JEWISH EDUCATION 1,000,000
    JPRO NETWORK INC
    25 BROADWAY SUITE 1700
    NEW YORK,NY10004     		  PC MEMBERSHIP DUES AND SUPPORT FOR JPRO 2022 CONFERENCE 55,000
    LAWRENCE TECHNOLOGICAL UNIVERSITY
    21000 WEST TEN MILE ROAD
    SOUTHFIELD,MI48075     		  PC TO SUPPORT TECHNICAL ASSISTANCE AND LOAN-FUND MANAGEMENT FOR THE CENTREPOLIS ACCELERATOR 350,000
    MAOZ-SEAL INC
    HAMELACHA 4 ENTRANCE B
    LOD    
    IS     		  NC GENERAL OPERATING SUPPORT 350,000
    MECHON HADAR
    190 AMSTERDAM AVE
    NEW YORK,NY10023     		  PC TO SUPPORT THE PEDAGOGY OF PARTNERSHIP'S MIDWEST FELLOWSHIP AND SUPPORT OF CHILDREN AND FAMILY PROGRAMMING 450,000
    MICHIGAN ISRAEL BUSINESS ACCELERATOR FOUNDATION
    22200 W ELEVEN MILE ROAD 2147
    SOUTHFIELD,MI48037     		  PC GENERAL OPERATING SUPPORT 200,000
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226     		  PC TO SUPPORT FACILITY RENOVATIONS TO THE DETROIT OPERA HOUSE AND ARTISTIC PROGRAMMING 1,500,000
    MIDTOWN DETROIT INC
    3939 WOODWARD AVE SUITE 100
    DETROIT,MI48201     		  PC CULTURAL CENTER PLANNING INITIATIVE FINAL PHASE 720,000
    MOMENTUM UNLIMITED INC
    6101 EXECUTIVE BLVD SUITE 240
    ROCKVILLE,MD20852     		  PC GENERAL OPERATING SUPPORT 1,000,000
    MOTOWN HISTORICAL MUSEUM INC
    2648 W GRAND BLVD
    DETROIT,MI48208     		  PC TO SUPPORT THE MOTOWN MUSEUM EXPANSION PROJECT 1,500,000
    ONWARD ISRAEL USA INC
    310 GRANT STREET
    PITTSBURGH,PA15219     		  PC TO SUPPORT THE 2021 VIRTUAL AND IN-PERSON INTERNSHIP PROGRAMS AND TO SUPPORT A MATCH GRANT TO HONOR CYNTHIA AND DAVID SHAPIRA'S VISION AND LEADERSHIP OF ONWARD ISRAEL USA INC. 770,000
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211     		  PC TO SUPPORT RACQUETUP DETROIT'S NEW SQUASH AND EDUCATION CENTER IN NORTHWEST DETROIT 200,000
    REBOOT INC
    734 LONGMEADOW STREET UNIT 103
    LONGMEADOW,MA01106     		  PC TO SUPPORT PROGRAMMATIC WORK IN DETROIT 200,000
    REPAIR THE WORLD INC
    322 W 52ND STREET PO BOX 2015
    NEW YORK,NY101012015     		  PC TO SUPPORT DETROIT-BASED WORK 200,000
    SHABBAT PROJECT INC DBA ONE TABLE
    79 MADISON AVE FLOOR 2
    NEW YORK,NY10019     		  PC GENERAL OPERATING SUPPORT 200,000
    SHEATUFIM - PUBLIC BENEFIT COMPANY FOR THE ADVANCEMENT OF CIVIL
    HAODEM ST
    BEIT YEHOSHUA   40591
    IS     		  NC TO SUPPORT THE TOP15 INITIATIVE 65,000
    THE DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		  PC SUPPORT ENDOWMENT, ESTABLISH A NEW LECTURE SERIES, SECURE NAMING RECOGNITION FOR THE DEPARTMENT HEAD AND CURATOR OF AMERICAN ART 1,500,000
    THE FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY INC
    51 WEST 52ND STREET 31ST FLOOR
    NEW YORK,NY10019     		  PC TO SUPPORT THE REFRESH OF THE DAVIDSON CENTER, INCLUDING THE LIGHTING PROJECT AND ENTRANCE TUNNEL OF THE JERUSALEM ARCHAEOLOGICAL PARK. 3,120,772
    THE JEWISH PEOPLE POLICY INSTITUTE
    GIVAT RAM CAMPUS POB 39156
    JERUSALEM    
    IS     		  NC GENERAL OPERATING SUPPORT 900,000
    THE SCHECHTER INSTITUTES INC
    BOX 3566 PO BOX 8500
    PHILADELPHIA,PA19178     		  PC GENERAL OPERATING SUPPORT 1,000,000
    THE SCHECHTER INSTITUTES INC
    BOX 3566 PO BOX 8500
    PHILADELPHIA,PA19178     		  PC TO SUPPORT THE TALI EDUCATION FUND, THE SCHECHTER INSTITUTE GRADUATESCHOOL OF JEWISH STUDIES AND FOR GENERAL OPERATING SUPPORT 1,000,000
    THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
    475 RIVERSIDE DRIVE SUITE 1450
    NEW YORK,NY10115     		  PC TO SUPPORT THE LAUNCH OF IDEAS LAB AND SUPPORT FOR THE NEXT PHASE IN DETROIT LEADERSHIP DEVELOPMENT PROGRAMMING 850,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC WILLIAM DAVIDSON FOUNDATION EMPLOYEES MATCHING GIFT PHILANTHROPIC FUND 100,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC WILLIAM DAVIDSON FOUNDATION DIRECTOR DISCRETIONARY PHILANTHROPIC FUND 540,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC TO SUPPORT THE EXTENSION OF THE HEBREW FREE LOAN ASSOCIATION'S WILLIAM DAVIDSON JEWISH COLLEGE LOAN PROGRAM 1,000,000
    UPSTART BAY AREA
    1111 BROADWAY 3RD FLOOR
    OAKLAND,CA94607     		  PC TO SUPPORT ACCELERATOR PROGRAMS AND FOR GENERAL OPERATING SUPPORT 250,000
    VENTURE FOR AMERICA INC
    307 7TH AVE SUITE 1201
    NEW YORK,NY10001     		  PC VENTURE FOR AMERICA'S DETROIT PROGRAM 500,000
    WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036     		  PC SUPPORT FOR WILLIAM DAVIDSON DISTINGUISHED FELLOW AND THE YOUNG SCHOLARS PROGRAM 900,000
    WAYNE STATE UNIV RESEARCH & TECHNOLOGY PARK IN THE CITY OF DETROIT
    440 BURROUGHS
    DETROIT,MI48202     		  PC TO SUPPORT ENTREPRENEURSHIP PROGRAMMING 550,000
    WEXNER FOUNDATION
    8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		  POF TO SUPPORT THE WEXNER GRADUATE FELLOWSHIP/DAVIDSON SCHOLARS PROGRAM 455,000
    WEXNER FOUNDATION
    8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		  POF TO SUPPORT THE WEXNER GRADUATE FELLOWSHIP/DAVIDSON SCHOLARS PROGRAM 664,625
    Total .................................bullet 3a 55,119,315
    bApproved for future payment
    AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE INC
    1266 WEST PACES FERRY ROAD 615
    ATLANTA,GA303272306     		  PC FOR GENERAL OPERATING SUPPORT AND SUPPORT FOR THE WILLIAM DAVIDSON SENIOR FELLOW FOR ECONOMIC POLICY, AND THE CENTER FOR GOVERNANCE AND THE ECONOMY 1,700,000
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    545 FIFTH AVENUE SUITE 920
    NEW YORK,NY10017     		  PC TO SUPPORT THE ENDOWMENT WITH A NAMING OF THE TEMPORARY ARCHAEOLOGY EXHIBITIONS GALLERY AT THE ISRAEL MUSEUM 2,500,000
    BOUNDLESS ISRAEL
    464 COMMON STREET 329
    BELMONT,MA02478     		  PC GENERAL OPERATING SUPPORT 75,000
    DETROIT JEWISH NEWS FOUNDATION
    29200 NORTHWESTERN HWY SUITE 110
    SOUTHFIELD,MI48034     		  PC GENERAL OPERATING SUPPORT AS THE DETROIT JEWISH NEWS TRANSITIONS TO A NON-PROFIT ENTITY 75,000
    DETROIT RIVERFRONT CONSERVANCY INC
    600 RENAISSANCE CENTER SUITE 1720
    DETROIT,MI48243     		  PC COMPREHENSIVE CAMPAIGN SUPPORT 1,000,000
    FRIENDS OF ELNET
    641 LEXINGTON AVENUE 17TH FLOOR
    NEW YORK,NY10022     		  POF TO SUPPORT THE BRUSSELS OFFICE AND TO SUPPORT PROGRAMMING FOR ISRAEL DELEGATIONS. 350,000
    GESHER FOUNDATION INC
    511 6TH AVENUE SUITE 444
    NEW YORK,NY10011     		  PC TO SUPPORT THE AMI INITIATIVE 500,000
    HAROLD GRINSPOON FOUNDATION
    67 HUNT STREET SUITE 100
    AGAWAM,MA01001     		  SO I TO SUPPORT THE PJ LIBRARY PROGRAM 500,000
    JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
    121 STEUART STREET 301
    SAN FRANCISCO,CA94105     		  PC TO SUPPORT ICSS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS IN MIDWESTERN STATES AND OTHER STATES AS NEEDED, IN LEARNING AND TEACHING ABOUT JEWS, JUDAISM, ISRAEL, AND ANTISEMITISM 150,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO SUPPORT COMMUNITY SECURITY EFFORTS 300,000
    JEWISH FEDERATION OF METROPOLITAN DETROIT
    6735 TELEGRAPH RD
    BLOOMFIELD HILLS,MI48301     		  PC TO ESTABLISH THE BYRON AND DOROTHY GERSON CENTENNIAL INNOVATION FUND 2,000,000
    MECHON HADAR
    190 AMSTERDAM AVE
    NEW YORK,NY10023     		  PC TO SUPPORT THE PEDAGOGY OF PARTNERSHIP'S MIDWEST FELLOWSHIP AND SUPPORT OF CHILDREN AND FAMILY PROGRAMMING 450,000
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226     		  PC TO SUPPORT FACILITY RENOVATIONS TO THE DETROIT OPERA HOUSE AND ARTISTIC PROGRAMMING 3,500,000
    SEFARIA INC
    195 MONTAGUE STREET 14TH FLOOR
    BROOKLYN,NY11201     		  PC TO SUPPORT MAINTENANCE AND IMPROVEMENTS TO THE WILLIAM DAVIDSON TALMUD AND CAPACITY BUILDING TO ACTIVATE SMALL AND NEWDONORS, WITH AN IMPROVED CRM (CUSTOMER RELATIONSHIP MANAGEMENT PROGRAM) 1,350,000
    THE COMPANY FOR THE RECONSTRUCTION AND DEVELOPMENT OF THE QUARTER IN OLD CI
    1 BATEI MAHASE
    JERUSALEM    
    IS     		  NC TO SUPPORT THE WESTERN WALL PLAZA ELEVATOR PROJECT 1,600,000
    THE FRIENDS OF THE ISRAEL ANTIQUITIES AUTHORITY INC
    51 WEST 52ND STREET 31ST FLOOR
    NEW YORK,NY10019     		  PC TO SUPPORT THE REFRESH OF THE DAVIDSON CENTER, INCLUDING THE LIGHTING PROJECT AND ENTRANCE TUNNEL OF THE JERUSALEM ARCHAEOLOGICAL PARK. 1,500,000
    UNITED JEWISH FOUNDATION
    6735 TELEGRAPH ROAD PO BOX 2030
    BLOOMFIELD HILLS,MI48303     		  PC EXTENSION OF WILLIAM DAVIDSON JEWISH COLLEGE LOAN PROGRAM 1,100,000
    WASHINGTON INSTITUTE FOR NEAR EAST POLICY
    1111 19TH STREET NW SUITE 500
    WASHINGTON,DC20036     		  PC SUPPORT FOR WILLIAM DAVIDSON DISTINGUISHED FELLOW AND THE YOUNG SCHOLARS PROGRAM 900,000
    WAYNE STATE UNIV RESEARCH & TECHNOLOGY PARK IN THE CITY OF DETROIT
    440 BURROUGHS
    DETROIT,MI48202     		  PC TO SUPPORT ENTREPRENEURSHIP PROGRAMMING 550,000
    Total .................................bullet 3b 20,100,000
    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 ...........     		         
    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 ............     		900001 1,958,273 18 111,592,008  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a0020 K-1     		    14    
    b0046 K-1     14 -51,142  
    c0048 K-1     14 -991,126  
    d0048 K-1 900001 161,480      
    e0049 K-1     14 -209,006  
    f0049 K-1 900001 491,954      
    g0050 K-1     14 87,236  
    h0050 K-1 900001 -76,331      
    i0052 K-1     14 1,009,816  
    j0059 K-1     14 0  
    k0059 K-1 900001 -28,981      
    l0060 K-1     14 -1,860,842  
    m0060 K-1 900001 -27,289      
    n0061 K-1     14 -2,255,733  
    o0061 K-1 900001 -176,150      
    p0062 K-1     14 -397,525  
    q0062 K-1 900001 -118,639      
    12 Subtotal. Add columns (b), (d), and (e) .. 2,184,317 125,094,733 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    127,279,050
    (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:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX 63,600 1,478   62,122

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ARTWORK 2015-10-27 178,055   NC 0 % 0 0    
    HARDWARE 2019-01-03 21,482 11,247 SL 5.000000000000 4,296 0    
    SOFTWARE 2019-12-09 7,931 3,965 SL 3.000000000000 2,644 0    
    LEASEHOLD IMPROVEMENTS 2014-12-31 698,460 652,506 SL 7.000000000000 45,954 0    
    FURNITURE & EQUIPMENT 2015-03-01 320,150 262,827 SL 7.000000000000 36,148 0    
    CONSTRUCTION IN PROGRESS 2019-06-30 3,052,031   NC 0 % 0 0    
    LEASEHOLD IMPROVEMENTS 2020-08-05 292,154 13,280 SL 11.000000000000 26,559 0    
    LAND 2020-09-30 3,502,335   L   0 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    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
    WEXNER FOUNDATION
          		8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		2016-02-22 3,825,000 FOR SUPPORT OF THE DAVIDSON SCHOLARS AND WEXNER GRADUATE FELLOWSHIP 3,825,000 NONE 11/1/2017, 2/15/2018, 2/28/2018, 10/05/2020    
    WEXNER FOUNDATION
          		8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		2019-01-25 3,150,000 FOR SUPPORT OF THE DAVIDSON SCHOLARS AND WEXNER GRADUATE FELLOWSHIP 3,150,000 NONE 10/21/2020, 10/08/2021, 6/15/2022    
    WEXNER FOUNDATION
          		8000 WALTON PARKWAY SUITE 110
    NEW ALBANY,OH43054     		2021-04-16 455,000 TO SUPPORT THE WEXNER GRADUATE FELLOWSHIP/DAVIDSON SCHOLARS PROGRAM 455,000 NONE 6/15/2022    

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    US Government Securities - End of Year Book Value:

    96,350,968
    US Government Securities - End of Year Fair Market Value:

    94,940,731
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    0016 FMV 1,105,001 1,182,463
    0023 FMV 501 809,432
    0046 FMV 2,906,009 6,851,830
    0048 FMV 268,672,744 446,829,879
    0049 FMV 22,275,354 18,723,101
    0050 FMV 318,867,407 442,534,710
    0051 FMV 236,679,972 431,580,346
    0052 FMV 85,658,015 123,519,115
    0058 FMV 22,718,700 27,853,472
    0059 FMV 4,143,874 4,456,600
    0056 FMV 0 113,590

    TY 2021 LandEtcSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ARTWORK 178,055 0 178,055  
    HARDWARE 21,482 15,543 5,939  
    SOFTWARE 7,931 6,609 1,322  
    LEASEHOLD IMPROVEMENTS 698,460 698,460 0  
    FURNITURE & EQUIPMENT 320,150 298,975 21,175  
    CONSTRUCTION IN PROGRESS 3,052,031 0 3,052,031  
    LEASEHOLD IMPROVEMENTS 292,154 39,839 252,315  
    LAND 3,502,335 0 3,502,335  


    TY 2021 LegalFeesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 25,885 246   25,639


    TY 2021 OtherAssetsSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ORGANIZATIONAL COST 98,755 98,755 98,755
    ACCUMULATED AMORTIZATION -98,755 -98,755 -98,755
    NOTE RECEIVABLE 2,607,966 1,947,966 2,440,000


    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Amount
    PARTNERSHIP K-1 INCOME 28,054,761
    OTHER CHANGE IN FUND BALANCE 417


    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LIABILITY INSURANCE 58,207 1,353   56,854
    POSTAGE & MAILING 2,980 69   2,911
    OFFICE SUPPLIES 15,727 241   15,487
    SUBSCRIPTIONS & BOOKS 6,724 156   6,567
    OFFICE MAINTENANCE 6,384 83   6,301
    HARDWARE & SOFTWARE 104,423 1,752   102,671
    TELECOMMUNICATIONS 12,725 296   12,429
    FURNITURE & EQUIPMENT 31,644 181   31,463
    BRANDING 1,833 0   1,833
    MEMBERSHIP DUES 19,024 227   18,797
    PAYROLL & BENEFITS SERVICE FEES 37,219 865   36,353
    BANKING FEES 18,349 426   17,922
    MISCELLANEOUS EXPENSES 5,550 129   5,421


    TY 2021 OtherIncomeSchedule2
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NOTES RECEIVABLE 163,614 137,515 163,614
    0046 K-1 -51,142 -51,142 -51,142
    0048 K-1 -991,126 -991,126 -991,126
    0048 K-1 161,480   161,480
    0049 K-1 -209,006 -209,006 -209,006
    0049 K-1 491,954   491,954
    0050 K-1 87,236 87,236 87,236
    0050 K-1 -76,331   -76,331
    0052 K-1 1,009,816 1,009,816 1,009,816
    0059 K-1 -28,981   -28,981
    0060 K-1 -1,860,842 -1,860,842 -1,860,842
    0060 K-1 -27,289   -27,289
    0061 K-1 -2,255,733 -2,255,733 -2,255,733
    0061 K-1 -176,150   -176,150
    0062 K-1 -397,525 -397,525 -397,525
    0062 K-1 -118,639   -118,639


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSIT LIABILITY 9,538 11,134


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 44,225 1,028   43,197
    HUMAN RESOURCES CONSULTING 78,072 1,815   76,257
    COMMUNICATIONS & WEBSITE CONSULTING 74,703 0   74,703
    PROGRAMMATIC CONSULTING 546,675 0   546,675
    TECHNOLOGY CONSULTING 249,302 5,794   243,507
    OTHER PROFESSIONAL FEES 40,776 0   40,776
    INVESTMENT CONSULTING FEES 5,469,236 7,273,693   0
    ADVISORY FEES 6,226 6,226   0
    COMMISSIONS ON FUTURES CONTRACTS 1,288 1,288   0


    TY 2021 TaxesSchedule
    Name:
    WILLIAM DAVIDSON FOUNDATION
    EIN:
    20-3899187
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    0050 K-1 FOREIGN TAXES PAID 387,128 387,128   0
    0052 K-1 FOREIGN TAXES PAID 218,960 218,960   0
    0061 K-1 FOREIGN TAXES PAID 677 677   0
    0048 K-1 FOREIGN TAXES PAID 1,411 1,411   0
    0049 K-1 FOREIGN TAXES PAID 5 5   0
    FEDERAL EXCISE TAX 382,017 0   0