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 09-01-2021 , and ending 08-31-2022
Name of foundation
ALAN JAY AND SUE KAUFMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)30833 NORTHWESTERN HIGHWAY 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FARMINGTON HILLS, MI48334
A Employer identification number

38-2770140
B Telephone number (see instructions)

(248) 626-5000
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$2,317,842J 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) 462,447
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 45,122 45,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 221,446
b Gross sales price for all assets on line 6a 694,502
7 Capital gain net income (from Part IV, line 2)... 221,446
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).......      
12 Total. Add lines 1 through 11........ 729,015 266,568  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 3,000   3,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,489 369   20
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 298 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,787 3,369   3,020
25 Contributions, gifts, grants paid....... 602,823 602,823
26 Total expenses and disbursements. Add lines 24 and 25 610,610 3,369   605,843
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 118,405
b Net investment income (if negative, enter -0-) 263,199
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............. 14,549 92,037 92,037
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 856,499 Click to see attachment727,224 2,225,805
c Investments—corporate bonds (attach schedule)....... 11,982 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 883,030 819,261 2,317,842
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 883,030 819,261
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 883,030 819,261
30 Total liabilities and net assets/fund balances (see instructions). 883,030 819,261
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
883,030
2
Enter amount from Part I, line 27a .....................
2
118,405
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,001,435
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
182,174
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
819,261
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 200SH AT&T   2020-09-01 2022-08-31
b 0SH ALTABA   2019-09-23 2022-08-31
c 0.68SH CANADIAN PACIFIC RAILWAY   2021-12-21 2021-12-21
d 20SH CLOROX   2015-03-03 2021-11-08
e 100SH ELI LILLY   2015-03-03 2022-06-14
30SH EXXON MOBIL   2020-10-19 2022-05-04
118.8556SH GENERAL ELECTRIC   2020-09-01 2022-05-27
20SH KANSAS CITY SOUTHERN   2014-02-25 2021-12-17
15SH LULULEMON ATHLETICA   2014-01-28 2022-05-04
201.58SH SCHLUMBERGER   2020-09-01 2021-11-08
110SH TARGET   2020-09-01 2022-06-14
350SH TEVA PHARMACEUTICAL   2020-09-01 2022-05-27
48.383SH WARNER BROTHERS   2020-09-01 2022-08-31
207.83SH WASHINGTON MUTUAL   2012-03-23 2022-02-11
194.532SH COLUMBIA SLG TECH I   2021-12-10 2022-05-27
700SH X TRCKRS MSCI EAFE ETF   2015-12-30 2022-03-25
440SH ISHARES SELECT DIV   2020-09-01 2022-06-14
160SH ISHARES CORE S&P 500   2020-09-01 2022-06-14
2325SH ISHARES MSCI EAFE INDEX   2020-09-01 2022-08-31
100SH ISHARES CORE S&P MDCP   2013-12-24 2022-01-28
180SH ISHARES RUSSELL 2000 INDEX   2020-09-01 2022-06-14
200SH ISHARES RUSSELL 1000 VALUE   2015-12-30 2022-06-14
90.415SH PRINCIPAL MIDCAP I   2021-12-14 2022-06-15
1096.88SH PRINCIPAL MIDCAP I   2020-09-01 2022-06-15
135.555SH COLUMBIA SELIGMAN TECH I   2020-12-10 2022-05-27
150SH VANGUARD INFORMATION TECH   2017-12-22 2021-12-14
12.724SH BAIRD SHORT TERM BOND I   2021-09-01 2022-08-31
1188.87SH BAIRD SHORT TERM BOND I   2020-09-01 2022-08-31
DAIMLER TRUCK HOLDING AG   2020-09-01 2022-08-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,103   4,860 -757
b 290     290
c 48   22 26
d 3,286   2,208 1,078
e 28,881   7,036 21,845
2,689   1,024 1,665
9,165   17,700 -8,535
3,664   1,864 1,800
5,261   701 4,560
6,883   12,210 -5,327
15,663   6,707 8,956
3,119   12,475 -9,356
885   1,491 -606
      0
23,573   28,333 -4,760
62,609   45,095 17,514
51,862   34,818 17,044
59,979   36,169 23,810
169,098   123,964 45,134
25,226   13,303 11,923
30,438   22,703 7,735
28,926   19,809 9,117
2,779   3,651 -872
33,694   24,490 9,204
16,427   15,493 934
66,377   24,928 41,449
125   126 -1
11,675   11,876 -201
4,800     4,800
22,977     22,977
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       -757
b       290
c       26
d       1,078
e       21,845
      1,665
      -8,535
      1,800
      4,560
      -5,327
      8,956
      -9,356
      -606
      0
      -4,760
      17,514
      17,044
      23,810
      45,134
      11,923
      7,735
      9,117
      -872
      9,204
      934
      41,449
      -1
      -201
      4,800
      22,977
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 2 221,446
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 3,658
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 3,658
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,222
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,222
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 1,436
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
 
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 addressbulletN/A
    14
    The books are in care ofbulletALAN JAY KAUFMAN Telephone no.bullet (248) 626-5000

    Located atbullet30833 NORTHWESTERN 200FARMINGTON HILLSMI ZIP+4bullet48334
    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)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    ALAN JAY KAUFMAN DIRECTOR/PRESIDENT
    0.10     		0 0 0
    30833 NORTHWESTERN HWY SUITE 200
    FARMINGTON HILLS,MI48334
    SUE KAUFMAN DIRECTOR/SECRETARY
    0.10     		0 0 0
    30833 NORTHWESTERN HWY SUITE 200
    FARMINGTON HILLS,MI48334
    EMILY RUTH KAUFMAN DIRECTOR/TREASURER
    0.10     		0 0 0
    30833 NORTHWESTERN HWY SUITE 200
    FARMINGTON HILLS,MI48334
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    4,198,322
    b
    Average of monthly cash balances.......................
    1b
    77,509
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,275,831
    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
    4,275,831
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    64,137
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,211,694
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    210,585
    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
    210,585
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,658
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,658
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    206,927
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    206,927
    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
    206,927
    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 7 206,927
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 245,693
    b From 2017...... 221,743
    c From 2018...... 303,872
    d From 2019...... 110,105
    e From 2020...... 48,530
    f Total of lines 3a through e ........ 929,943
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 605,843
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 206,927
    e Remaining amount distributed out of corpus 398,916
    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 1,328,859
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		245,693
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,083,166
    10 Analysis of line 9:
    a Excess from 2017.... 221,743
    b Excess from 2018.... 303,872
    c Excess from 2019.... 110,105
    d Excess from 2020.... 48,530
    e Excess from 2021.... 398,916
    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).)
    ALAN JAY KAUFMAN
    SUE KAUFMAN
    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
    ACTBLUE REPRODUCTIVE - RECLAIM PROJECT
    1804 W BROADWAY AVE
    SPOKANE,WA99201     		N/A PC GENERAL PURPOSE GRANT 150
    ADAT SHALOM SYNAGOGUE
    29901 MIDDLEBELT ROAD
    FARMINGTON HILLS,MI48334     		N/A PC GENERAL PURPOSE GRANT 4,753
    ALZHEIMER'S ASSOCIATION
    25200 TELEGRAPH RD 100
    SOUTHFIELD,MI48033     		N/A PC GENERAL PURPOSE GRANT 1,000
    AMERICAN FRIENDS OF YESHIVAT LEV HATORAH
    166 EDGEMONT PLACE
    TEANECK,NJ07666     		N/A PC GENERAL PURPOSE GRANT 36
    ART OPSCABARET 313
    24901 NORTHWESTERN HWY
    SOUTHFIELD,MI48075     		N/A PC GENERAL PURPOSE GRANT 3,500
    BEAUMONT HEALTH FOUNDATION
    26901 BEAUMONT BLVD
    SOUTHFIELD,MI48033     		N/A PC GENERAL PURPOSE GRANT 40,000
    B'NAI B'RITH INTERNATIONAL
    134 NORTH LASALLE ST 1530
    CHICAGO,IL60602     		N/A PC GENERAL PURPOSE GRANT 164
    CHABADORG
    770 EASTERN PARKWAY SUITE 405
    BROOKLYN,NY11213     		N/A PC GENERAL PURPOSE GRANT 100
    CHICK MISSION
    1460 BROADWAY
    NEW YORK,NY10036     		N/A PC GENERAL PURPOSE GRANT 50
    CHOLANGIOCARCINOMA FOUNDATION
    5526 WEST 13400 SOUTH 510
    HERRIMAN,UT84096     		N/A PC GENERAL PURPOSE GRANT 46
    CITY OF HOPE
    1500 E DUARTE ROAD
    DUARTE,CA91010     		N/A PC GENERAL PURPOSE GRANT 100
    CLAL
    440 PARK AVENUE SOUTH 4TH FLOOR
    NEW YORK,NY10016     		N/A PC GENERAL PURPOSE GRANT 10,000
    CRANBROOK SCHOOLS
    39221 WOODWARD AVENUE
    BLOOMFIELD HILLS,MI48304     		N/A PC GENERAL PURPOSE GRANT 5,552
    DETROIT 2 NEPAL FOUNDATION
    2035 BAYOU DRIVE
    WEST BLOOMFIELD TOWNSH,MI48323     		N/A PC GENERAL PURPOSE GRANT 50
    DETROIT ATHLETIC CLUB
    241 MADISON STREET
    DETROIT,MI48226     		N/A PC GENERAL PURPOSE GRANT 100
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		N/A PC GENERAL PURPOSE GRANT 3,550
    DETROIT RIVERFRONT
    588 E JEFFERSON
    DETROIT,MI48207     		N/A PC GENERAL PURPOSE GRANT 50
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVENUE
    DETROIT,MI48201     		N/A PC GENERAL PURPOSE GRANT 130,000
    DETROIT ZOOLOGICAL SOCIETY
    8450 WEST TEN MILE ROAD
    ROYAL OAK,MI48067     		N/A PC GENERAL PURPOSE GRANT 1,759
    EMPOWERMENT PLAN
    7640 KERCHEVAL AVE
    DETROIT,MI48214     		N/A PC GENERAL PURPOSE GRANT 50
    FORGOTTEN HARVEST
    21800 GREENFIELD ROAD
    OAK PARK,MI48237     		N/A PC GENERAL PURPOSE GRANT 50
    GILDA'S CLUB
    3517 ROCHESTER ROAD
    ROYAL OAK,MI48073     		N/A PC GENERAL PURPOSE GRANT 50
    HADASSAH - GREATER DETROIT CHAPTER
    5030 ORCHARD LAKE ROAD
    WEST BLOOMFIELD,MI48323     		N/A PC GENERAL PURPOSE GRANT 1,581
    HEBREW FREE LOAN
    6735 TELEGRAPH ROAD 300
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 2,654
    HILLEL DAY SCHOOL
    32200 MIDDLEBELT ROAD
    FARMINGTON HILLS,MI48334     		N/A PC GENERAL PURPOSE GRANT 110,791
    HILLEL OF METRO DETROIT
    5221 GULLEN MALL
    DETROIT,MI48202     		N/A PC GENERAL PURPOSE GRANT 500
    HOLOCAUST MUSEUM
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI48334     		N/A PC GENERAL PURPOSE GRANT 5,050
    IMERMAN ANGELS
    205 W RANDOLPH 19TH FLOOR
    CHICAGO,IL60606     		N/A PC GENERAL PURPOSE GRANT 100
    ISAAC AGREE DOWNTOWN SYNAGOGUE
    1457 GRISWOLD ST
    DETROIT,MI48226     		N/A PC GENERAL PURPOSE GRANT 25,000
    JEWISH COLORADO
    300 S DAHLIA STREET
    DENVER,CO80246     		N/A PC GENERAL PURPOSE GRANT 100
    JEWISH COMMUNITY CENTER OF METRO DETROIT
    6600 WEST MAPLE
    WEST BLOOMFIELD,MI48322     		N/A PC GENERAL PURPOSE GRANT 10
    JEWISH DETROITORG
    6735 TELEGRAPH RD 30
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 45
    JEWISH FAMILY SERVICE - SHARSHERET
    6555 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PC GENERAL PURPOSE GRANT 360
    JEWISH FEDERATION OF FLORIDA
    13191 STARKEY ROAD SUITE 8
    LARGO,FL33773     		N/A PC GENERAL PURPOSE GRANT 10
    JEWISH FEDERATION OF METRO DETROIT
    6375 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 151,544
    JEWISH FEDERATION OF SARASOTA
    580 MCINTOSH ROAD
    SARASOTA,FL34232     		N/A PC GENERAL PURPOSE GRANT 250
    JEWISH FERNDALE
    1725 PINECREST DR
    FERNDALE,MI48220     		N/A PC GENERAL PURPOSE GRANT 100
    JEWISH HISTORICAL SOCIETY
    33228 W 12 MILE RD 349
    FARMINGTON HILLS,MI48334     		N/A PC GENERAL PURPOSE GRANT 250
    JEWISH HOSPICE & CHAPLAINCY
    6555 W MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		N/A PC GENERAL PURPOSE GRANT 1,000
    JEWISH SENIOR LIFE
    15000 W 10 MILE RD
    OAK PARK,MI48237     		N/A PC GENERAL PURPOSE GRANT 200
    JEWISH THEOLOGICAL SEMINARY
    6735 TELEGRAPH ROAD 310
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 5,180
    JEWISH WAR VETERANS OF THE USA
    1811 R STREET NW
    WASHINGTON,DC20009     		N/A PC GENERAL PURPOSE GRANT 50
    JUVENILE DIABETES RESEARCH FUND
    24359 NORTHWESTERN HWY 125
    SOUTHFIELD,MI48075     		N/A PC GENERAL PURPOSE GRANT 100
    KADIMA
    15999 W 12 MILE RD
    SOUTHFIELD,MI48076     		N/A PC GENERAL PURPOSE GRANT 1,000
    MAKE-A-WISH FOUNDATION OF MICHIGAN
    7600 GRAND RIVER AVE 175
    BRIGHTON,MI48114     		N/A PC GENERAL PURPOSE GRANT 100
    MARCH OF DIMES
    3495 PIEDMONT RD NE BUILDING 12
    SUITE 210
    ATLANTA,GA30305     		N/A PC GENERAL PURPOSE GRANT 25
    MAZON
    10850 WILSHIRE BLVD SUITE 400
    LOS ANGELES,CA90024     		N/A PC GENERAL PURPOSE GRANT 100
    MICHIGAN HILLEL
    1429 HILL STREET
    ANN ARBOR,MI48104     		N/A PC GENERAL PURPOSE GRANT 100
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE ROAD
    EAST LANSING,MI48824     		N/A PC GENERAL PURPOSE GRANT 56,000
    MOSLEM SHRINERS
    24350 SOUTHFIELD ROAD
    SOUTHFIELD,MI48075     		N/A PC GENERAL PURPOSE GRANT 120
    NATIONAL COUNCIL OF JEWISH WOMEN
    2055 L ST NW SUITE 650
    WASHINGTON,DC20036     		N/A PC GENERAL PURPOSE GRANT 50
    NATIONAL MS SOCIETY
    PO BOX 91891
    WASHINGTON,DC20090     		N/A PC GENERAL PURPOSE GRANT 50
    ORT
    6735 TELEGRAPH ROAD 350
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 2,700
    PROJECT ALS
    801 RIVERSIDE DR 6G
    NEW YORK,NY10032     		N/A PC GENERAL PURPOSE GRANT 50
    SHARSHERET
    1086 TEANECK ROAD SUITE 2G
    TEANECK,NJ07666     		N/A PC GENERAL PURPOSE GRANT 48
    SUSAN G KOMEN RACE FOR THE CURE
    13770 NOEL ROAD SUITE 801889
    DALLAS,TX75380     		N/A PC GENERAL PURPOSE GRANT 100
    TAMARACK CAMPS
    6735 TELEGRAPH ROAD 380
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 36
    TEMPLE BETH EL
    7400 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48301     		N/A PC GENERAL PURPOSE GRANT 36
    THE DETROIT JEWISH NEWS FOUNDATION
    32255 NORTHWESTERN HWY
    FARMINGTON HILLS,MI48334     		N/A PC GENERAL PURPOSE GRANT 170
    THE PINK FUND
    PO BOX 603
    BLOOMFIELD HILLS,MI48303     		N/A PC GENERAL PURPOSE GRANT 50
    UNITED HATZALAH
    208 E 51ST ST 303
    NEW YORK,NY10022     		N/A PC GENERAL PURPOSE GRANT 1,400
    UNIVERSITY OF MICHIGAN
    500 SOUTH STATE STREET
    ANN ARBOR,MI48109     		N/A PC GENERAL PURPOSE GRANT 22,323
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    NOTRE DAME,IN46556     		N/A PC GENERAL PURPOSE GRANT 50
    VARIETY CLUB FOR KIDS
    600 SOUTH ADAMS ROAD 230
    BIRMINGHAM,MI48009     		N/A PC GENERAL PURPOSE GRANT 205
    WALSH COLLEGE
    3838 LIVERNOIS RD
    TROY,MI48083     		N/A PC GENERAL PURPOSE GRANT 6,000
    YAD EZRA
    2850 W ELEVEN MILE ROAD
    BERKLEY,MI48072     		N/A PC GENERAL PURPOSE GRANT 125
    Total .................................bullet 3a 596,823
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    18 221,446  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 266,568 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    266,568
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


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

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

    38-2770140
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ALAN JAY AND SUE KAUFMAN FOUNDATION
          		Employer identification number
    38-2770140
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    KAUFMAN PAYTON AND CHAPA
    30833 NORTHWESTERN HIGHWAY SUITE 20
     
    FARMINGTON HILLS, MI48334

    		$ 20


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ALAN J KAUFMAN REVOCABLE LIVING TRU
    30833 NORTHWESTERN HIGHWAY SUITE 20
     
    FARMINGTON HILLS, MI48334

    		$ 462,427


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ALAN JAY AND SUE KAUFMAN FOUNDATION
          		Employer identification number

    38-2770140
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1000SH ISHARES MSCI EAFE ETF $ 73,275 2022-03-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 700SH X TRACKERS MSCI EAFE HEDGED EQUITY $ 26,484 2022-03-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 675SH ISHARES MSCI EAFE ETF $ 49,967 2022-04-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 100SH ELI LILLY $ 29,927 2022-06-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 160SH ISHARES CORE S&P 500 ETF $ 62,895 2022-06-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 200SH ISHARES RUSSELL 1000 VALUE $ 30,341 2022-06-10
    Schedule B (Form 990) (2021)
    Name of organization
    ALAN JAY AND SUE KAUFMAN FOUNDATION
          		Employer identification number

    38-2770140
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 180SH ISHARES RUSSELL 2000 $ 32,328 2022-06-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 440SH ISHARES SELECT DIVIDEND $ 54,413 2022-06-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 110SH TARGET $ 16,629 2022-06-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1186.503SH PRINCIPAL MID CAP INSTITUTE $ 35,864 2022-06-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 300SH APPLE $ 50,304 2022-08-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ALAN JAY AND SUE KAUFMAN FOUNDATION
          		Employer identification number

    38-2770140
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRICEWATERHOUSECOOPERS - PREP OF FORM 990PF 6,000 3,000   3,000

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Category Amount
    NONE 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BAIRD & CO INVESTMENTS 688,710 2,142,507
    IBM 31,411 82,012
    KYNDRYL HOLDINGS 7,103 1,286

    TY 2021 OtherDecreasesSchedule
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Description Amount
    FMV>COST OF STOCKS CONTRIBUTED 182,174


    TY 2021 OtherExpensesSchedule
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-DEDUCTIBLE EXPENSES 298 0   0


    TY 2021 TaxesSchedule
    Name:
    ALAN JAY AND SUE KAUFMAN FOUNDATION
    EIN:
    38-2770140
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 369 369   0
    MICHIGAN ANNUAL REPORT 20 0   20
    2021 990PF ESTIMATED TAX 1,100 0   0