Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
MAX M & MARJORIE S FISHER FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)TWO TOWNE SQUARE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTHFIELD, MI48076
A Employer identification number

38-1784340
B Telephone number (see instructions)

(248) 415-4000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$279,901,104J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,600,731 5,590,673  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,413,131
b Gross sales price for all assets on line 6a 109,900,175
7 Capital gain net income (from Part IV, line 2)... 5,416,089
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
List of Attached Documents:
// Content
-2,117,379 -1,785,823  
12 Total. Add lines 1 through 11........ 9,896,483 9,220,939  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 448,049 0   448,049
14 Other employee salaries and wages...... 1,099,681 0   1,099,681
15 Pension plans, employee benefits....... 427,227 0   427,227
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
90,301 0   102,597
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
81,775 53,154   113,247
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,841,855 2,809,457   832,411
17 Interest............... 13,410 0   13,410
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
211,721 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
6,870 0  
20 Occupancy.............. 5,967 0   5,967
21 Travel, conferences, and meetings....... 103,235 0   103,235
22 Printing and publications.......... 10,136 0   10,164
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-575,658 0   -327,677
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,764,569 2,862,611   2,828,311
25 Contributions, gifts, grants paid....... 17,362,342 14,595,199
26 Total expenses and disbursements. Add lines 24 and 25 23,126,911 2,862,611   17,423,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,230,428
b Net investment income (if negative, enter -0-) 6,358,328
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 62,986 109,444 109,444
2 Savings and temporary cash investments......... 8,709,361 10,256,377 10,256,377
3 Accounts receivable right arrow209,931
Less: allowance for doubtful accounts right arrow   617,442 209,931 209,931
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,949    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 324,612,769 Click to see attachment
List of Attached Documents:
// Content
262,578,768 		262,578,768
14 Land, buildings, and equipment: basis right arrow106,078
Less: accumulated depreciation (attach schedule) right arrow87,955 16,824 Click to see attachment
List of Attached Documents:
// Content
18,123 		18,123
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,229,092 		Click to see attachment
List of Attached Documents:
// Content
6,728,461 		Click to see attachment
List of Attached Documents:
// Content
6,728,461
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 339,251,423 279,901,104 279,901,104
Liabilities 17 Accounts payable and accrued expenses.......... 1,739,699 937,515
18 Grants payable................. 5,212,820 7,811,627
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 6,952,519 8,749,142
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 332,298,904 271,151,962
29 Total net assets or fund balances (see instructions)..... 332,298,904 271,151,962
30 Total liabilities and net assets/fund balances (see instructions). 339,251,423 279,901,104
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
332,298,904
2
Enter amount from Part I, line 27a .....................
2
-13,230,428
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
319,068,476
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
47,916,514
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
271,151,962
Form 990-PF (2022)
Form 990-PF (2022)
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 BLACKSTONE RE PARTNERS V.TE.2 P    
b BLACKSTONE RE PARTNERS VI.TE.2 P    
c BLACKSTONE RE PARTNERS VI.TE.2-NQ P    
d BLACKSTONE RE PARTNERS X.F P    
e BREP VII.F (AV-LH) P    
BREP VII.F (AV-LH.4) P    
BREP VII.F-NQ (AV-LH.3) P    
BREP VII.F-NQ (AV-LH.4) P    
BREP VIII.F P    
BREP VIII.F (AV-LH) P    
BREP VIII.F (AV-LH.3) P    
BREP VIII.F (AV-LH.4) P    
BREP VIII.F-NQ (AV-LH) P    
BREP VIII.F-NQ (AV-LH.2) P    
BREP VIII.F-NQ (AV-LH.3) P    
BREP VIII.F-NQ (AV-LH.4) P    
FPA APARTMENT OPPORTUNITY FUND V-A P    
MAXIMUM PRIVATE GROWTH FUND P    
SCULPTOR REAL ESTATE PARALLEL FUND III A P    
SQUARE MILE PARTNERS III TE P    
TRIDENT V LP P    
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND P    
AETHER REAL ASSETS I LP P    
AIO V AIV LP P    
BLACKSTONE RE PARTNERS V.TE.2 P    
BLACKSTONE RE PARTNERS VI.TE.2 P    
BLACKSTONE RE PARTNERS VI.TE.2-NQ P    
BLACKSTONE RE PARTNERS X.F P    
BREP VII.F P    
BREP VII.F (AV-LH.4) P    
BREP VII.F-NQ (AV-LH.3) P    
BREP VIII.F P    
BREP VIII.F (AIV REIT) P    
BREP VIII.F (AV-LH) P    
BREP VIII.F (AV-LH.2) P    
BREP VIII.F (AV-LH.3) P    
BREP VIII.F (AV-LH.4) P    
BREP VIII.F-NQ (AV-LH.2) P    
BREP VIII.F-NQ (AV-LH.4) P    
DETROIT VENTURE PARTNERS P    
ENERGY CAPITAL TE-L DIRECT P    
ENERGY CAPITAL TE-L INDIRECT P    
FORTRESS CREDIT OPPORTUNITIES FUND (B) P    
FPA APARTMENT OPPORTUNITY FUND V-A P    
FPA APARTMENT OPPORTUNITY FUND VI A P    
FPA APARTMENT OPPORTUNITY FUND VII-A P    
ILLUMEN CAPITAL II P    
KINDERHOOK CAPITAL FUND IV-B LP P    
MAXIMUM PRIVATE GROWTH FUND P    
METROPOLITAN RE PARTNERS INTERNATIONAL IV P    
NEW MOUNTAIN PARTNERS III P    
PRAIRIE CAPITAL V P    
SCULPTOR REAL ESTATE PARALLEL FUND III A P    
TFG HEDGE FUND II LLC P    
TFG WAKKR 2012 FUND P    
THOMA BRAVO FUND XIII-A LP P    
TRIDENT V LP P    
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND P    
AETHER REAL ASSETS I LP P    
AIO V AIV LP P    
BREP VIII.F (AV-LH.2) P    
FORTRESS CREDIT OPPORTUNITIES FUND (B) P    
ILLUMEN CAPITAL II P    
MAXIMUM PRIVATE GROWTH FUND P    
TFG WAKKR 2012 FUND P    
THOMA BRAVO XV-A LP P    
TRIDENT V LP P    
MELLON PUBLICLY TRADED SECURITIES P    
SQUARE MILE PARTNERS III TE P    
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       0
b       0
c       0
d       0
e       0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      36,746
      -530,697
      94,702
      -26,882
      -1,179
      -666
      -10
      239
      398
      20,126
      2,305
      -625
      -2,161
      -21
      58
      7,983
      1,275
      9,623
      18,775
      73,738
      491
      155,991
      14,053
      503,255
      90,394
      -2,350
      418,309
      6,379,212
      -6,666
      2,068
      -344
      -5,005
      4,569,254
      1,741,568
      158,223
      118,724
      -125,791
      22,176
      -2,287
      10
      -58,893
      -1,096
      251,062
      981
      61
      27
109,789,612   118,380,696 -8,591,084
      -30,544
110,563     110,563
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       0
b       0
c       0
d       0
e       0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      36,746
      -530,697
      94,702
      -26,882
      -1,179
      -666
      -10
      239
      398
      20,126
      2,305
      -625
      -2,161
      -21
      58
      7,983
      1,275
      9,623
      18,775
      73,738
      491
      155,991
      14,053
      503,255
      90,394
      -2,350
      418,309
      6,379,212
      -6,666
      2,068
      -344
      -5,005
      4,569,254
      1,741,568
      158,223
      118,724
      -125,791
      22,176
      -2,287
      10
      -58,893
      -1,096
      251,062
      981
      61
      27
      -8,591,084
      -30,544
      110,563
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 5,416,089
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 88,381
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 88,381
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 88,381
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 150,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 160,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 310,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 75
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 221,544
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow221,544 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI, CA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MMFISHER.ORG
14
The books are in care ofright arrowEMILY DIEGEL Telephone no.right arrow (248) 415-1440

Located atright arrowTWO TOWNE SQUARE 900SOUTHFIELDMI ZIP+4right arrow48076
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ, GK, JE, GM
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
JULIE FISHER CUMMINGS TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
PHILLIP WM FISHER MANAGING TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DR MARJORIE M FISHER TREASURER
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
JANE F SHERMAN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DAVID SHERMAN NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CAROLINE RAFFERTY NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
AMANDA FISHER NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
ALISSANDRA ARONOW NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
ANDREW SHERMAN NEXT GEN TRUSTEE
1.00 		0 0 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
DOUGLAS BITONTI STEWART EXECUTIVE DIRECTOR
40.00 		448,049 49,539 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
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
CYNTHIA ROWELL PROGRAM MANAGER
40.00 		200,545 38,206 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
MEREDITH FREEMAN SENIOR PROGRAM OFFIC
40.00 		182,849 29,093 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
JENNIFER A FAHNESTOCK GRANTS MANAGER
40.00 		150,409 35,261 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CAMARRAH MORGAN PROGRAM OFFICER
40.00 		134,820 34,657 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
CHELSEA LANDRY PROGRAM OFFICER
40.00 		107,000 12,887 0
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
Total number of other employees paid over $50,000...................right arrow 4
Form 990-PF (2022)
Form 990-PF (2022)
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
TFG LLC SERVICE PROVIDER FEES/SHARED SERVICES FEE 1,510,629
TWO TOWNE SQUARE SUITE 900
SOUTHFIELD,MI48076
NEUBERGER BERMAN FINANCIAL MANAGEMENT SERVICES 677,829
225 GRATIOT AVE
DETROIT,MI48226
AVIVAR CAPITAL PROGRAM CONSULTING FEES 113,750
6464 SUNSET BLVD SUITE 1180
LOS ANGELES,CA90028
PLANTE MORAN ACCOUNTING FEES 105,270
3000 TOWN CENTER SUITE 100
SOUTHFIELD,MI48075
CATALYST EVALUATION PROGRAM CONSULTING FEES 75,058
16855 PLAINVIEW
DETROIT,MI48219
Total number of others receiving over $50,000 for professional services.............right arrow1
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 DETROIT FOOD COMMONS - THE ORGANIZATION FOCUSES ON PROVIDING ACCESS TO FRESH, HEALTHY FOODS IN DETROIT'S NORTH END. 750,000
2 ISAAC AGREE DOWNTOWN SYNAGOGUE - THE ORGANIZATION FOCUSES ON SERVING DETROIT'S JEWISH COMMUNITY AS A CONVENING HUB AND EXPANDS PROGRAMMING THAT REACHES A GREATER NUMBER OF JEWISH FAMILIES AND CHILDREN. 500,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
1,082,197
Total. Add lines 1 through 3.........................right arrow2,332,197
Form 990-PF (2022)
Form 990-PF (2022)
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
278,121,986
b
Average of monthly cash balances.......................
1b
10,911,795
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
289,033,781
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
289,033,781
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,335,507
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
284,698,274
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
14,234,914
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
14,234,914
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
88,381
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
24,522
c
Add lines 2a and 2b............................
2c
112,903
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,122,011
4
Recoveries of amounts treated as qualifying distributions................
4
253,167
5
Add lines 3 and 4............................
5
14,375,178
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
14,375,178
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
17,423,510
b
Program-related investments—total from Part VIII-B..................
1b
2,332,197
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
19,755,707
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 14,375,178
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,691,173
b From 2018...... 2,651,404
c From 2019...... 5,114,148
d From 2020...... 9,447,926
e From 2021...... 3,574,525
f Total of lines 3a through e ........ 23,479,176
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 19,755,707
a Applied to 2021, 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 2022 distributable amount..... 14,375,178
e Remaining amount distributed out of corpus 5,380,529
5 Excess distributions carryover applied to 2022. 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 28,859,705
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		2,691,173
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		26,168,532
10 Analysis of line 9:
a Excess from 2018.... 2,651,404
b Excess from 2019.... 5,114,148
c Excess from 2020.... 9,447,926
d Excess from 2021.... 3,574,525
e Excess from 2022.... 5,380,529
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

2164 INC

445 PARK AVE SUITE 16A
NEW YORK CITY,NY10022 		  PC COLOR PILOT PROJECT 10,000

826 MICHIGAN

115 E LIBERTY ST
ANN ARBOR,MI48104 		  PC YOUTH CREATIVE WRITING AND PUBLISHING PROGRAMS 50,000

826 MICHIGAN

115 E LIBERTY ST
ANN ARBOR,MI48104 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

826 MICHIGAN

115 E LIBERTY ST
ANN ARBOR,MI48104 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

ALLIED MEDIA PROJECTS FBO SHAKESPEARE IN DETROIT

4731 GRAND RIVER AVE SUITE 400
DETROIT,MI48208 		  PC ARTISTIC AND VOCATIONAL TRAINING FOR DETROIT STUDENTS 50,000

ALLIED MEDIA PROJECTS FBO MOTOR CITY STREET DANCE ACADEMY

4126 3RD AVENUE
DETROIT,MI48201 		  PC S.E.E.D. PROGRAM 75,000

ALLIED MEDIA PROJECTS FBO MOTOR CITY STREET DANCE ACADEMY

4126 3RD AVENUE
DETROIT,MI48201 		  PC 2022 GENERAL OPERATING SUPPORT-COVID RELIEF 10,000

AMERICAN FRIENDS OF ORR SHALOM

PO BOX 796
BEIT SHEMESH    
IS 		  PC BEATING THE ODDS GRADUATE PROGRAM 150,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		  PC APPEAL FOR HUMAN RELATIONS 30,000

ANTI-DEFAMATION LEAGUE

823 UNITED NATIONS PLAZA
NEW YORK,NY10158 		  PC GENERAL OPERATING EXPENSES 30,000

ARTS & SCRAPS

16135 HARPER AVE
DETROIT,MI48224 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

ASSOCIATION OF BLACK FOUNDATION EXECUTIVES (ABFE)

55 EXCHANGE PLACE 401
NEW YORK,NY10005 		  PC 2022 MEMBERSHIP 10,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS-DETROIT CHAPTER

28226 DELTON ST
MADISON HEIGHTS,MI48071 		  PC NATIONAL PHILANTHROPY DAY 2,500

BIRTHRIGHT ISRAEL FOUNDATION

33 E 33RD ST 7TH FLOOR
NEW YORK,NY10016 		  PC BIRTHRIGHT ISRAEL 494,000

B'NAI B'RITH HILLEL FOUNDATION AT OSU

46 E 16TH AVE
COLUMBUS,OH43201 		  PC THE MMF ISRAEL OUTREACH AND ENGAGEMENT INITIATIVE 17,500

BLACK LEADERS DETROIT

8425 W MCNICHOLS RD
DETROIT,MI48221 		  PC BIZLOAN ADVISORY AND CONSULTING SUPPORT- GENERAL SUPPORT 50,000

BOYS & GIRLS CLUBS OF PB COUNTY

800 NORTH POINT PARKWAY
WEST PALM BEACH,FL33407 		  PC MSF AND MMF ORGANIC GARDENS 52,863

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC AFTERSCHOOL CLUB PROGRAM 31,500

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC URGENT INFANT FORMULA 50,000

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC BRIGHTMOOR TRAUMA HEALING CENTER 165,550

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC 6-A-DAY ONESIES PROGRAM 48,923

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC BRIGHTMOOR UP! 198,585

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC BQI MOBILE DIAPER DISTRIBUTION PROGRAM 200,180

BRIGHTMOOR ALLIANCE

17421 TELEGRAPH
DETROIT,MI48219 		  PC SUPPORTING BRIGHTMOOR LEADERS $1,031,250 OVER FIVE YEARS 44,893

BRIGHTMOOR ALLIANCE INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC BRIGHTMOOR ALLIANCE MISSION:CITY'S HOLIDAY PROGRAM 10,500

BRILLIANT DETROIT

5675 LARKINS ST
DETROIT,MI48210 		  PC KID SUCCESS IN BRIGHTMOOR 150,000

BRILLIANT DETROIT

5675 LARKINS ST
DETROIT,MI48210 		  PC MIDWIFERY CARE TO DETROIT FAMILIES 75,000

BRILLIANT DETROIT

5675 LARKINS ST
DETROIT,MI48210 		  PC DETROIT 0-8 COLLECTIVE IMPACT ALIGNMENT 50,000

CHAMPION EDUCATION NETWORK

13600 VIRGIL ST
DETROIT,MI48223 		  PC 2022 PHOTOGRAPHY CAMP COACHING DETROIT FORWARD 24,962

CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION

3911 BEAUBIEN ST
DETROIT,MI48201 		  PC 2023 BEHAVIORAL HEALTH SUMMIT 3,000

CHILDREN OF THE RISING SUN

19176 NORTHROP
DETROIT,MI48219 		  PC SUPPORTING BRIGHTMOOR LEADERS 5,000

CITY YEAR DETROIT

1 FORD PLACE 1F
DETROIT,MI48202 		  PC GOMPERS ELEMENTARY-MIDDLE SCHOOL TEAM SPONSORSHIP 100,000

CITY YEAR DETROIT

1 FORD PLACE 1F
DETROIT,MI48202 		  PC WHOLE SCHOOL WHOLE CHILD: K-8 LITERACY PROGRAM SUPPORT 184,000

CITY YEAR DETROIT

1 FORD PLACE 1F
DETROIT,MI48202 		  PC SUPPORTING BRIGHTMOOR LEADERS 5,000

CLASS ACT DETROIT

20501 LIVERNOIS AVE PO BOX 21827
DETROIT,MI482219998 		  PC HIP HOP ED - SBL 5,000

COACHING DETROIT FORWARD

1514 WASHINGTON BLVD STE 203
DETROIT,MI48226 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY
DETROIT,MI482024048 		  PC BRIGHTMOOR NEIGHBORHOOD ARTS 103,129

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY
DETROIT,MI482024048 		  PC BRIGHTMOOR AFTER SCHOOL ARTS 6,871

COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC EXECUTIVE DIRECTOR FUND 50,000

COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC FISHER - CUMMINGS FAMILY FUND 100,000

COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC MARJORIE M. FISHER FUND 400,000

COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC PHILLIP WM FISHER FAMILY FUND 200,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC AMANDA FISHER FUND 50,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC ALISSANDRA ARONOW DONOR ADVISED FUND 50,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC ANDREW SHERMAN DONOR ADVISED FUND 50,000

COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN

333 WEST FORT STREET
DETROIT,MI48226 		  PC FISHER FAMILY MATCHING GRANT 32,101

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES

700 SOUTH DIXIE HWY STE 200
WEST PALM BEACH,FL33401 		  PC CUMMINGS RAFFERTY FAMILY FUND 50,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES

700 SOUTH DIXIE HWY STE 200
WEST PALM BEACH,FL33401 		  PC FISHER - CUMMINGS FAMILY FUND 300,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES

700 SOUTH DIXIE HWY STE 200
WEST PALM BEACH,FL33401 		  PC ARTS & CULTURE REGRANT FUND 367,919

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES

700 SOUTH DIXIE HWY STE 200
WEST PALM BEACH,FL33401 		  PC ARTS & CULTURE REGRANT FUND 99,815

CONGREGATION BETH CHABAD

278 MACK AVE
DETROIT,MI48201 		  PC 2022 EX-PAT HOMECOMING 2,000

CONNECT DETROIT

613 ABBOTT ST SUITE 410
DETROIT,MI482262135 		  PC MSF PREFERRED LIST 100,000

COUNCIL OF MICHIGAN FOUNDATIONS

ONE SOUTH HARBOR AVE
GRAND HAVEN,MI49417 		  PC 2022 MEMBERSHIP 16,300

COUNCIL OF MICHIGAN FOUNDATIONS

ONE SOUTH HARBOR AVE
GRAND HAVEN,MI49417 		  PC SUPPORT FOR THE OFFICE OF THE FOUNDATION LIAISON 10,000

COUNCIL OF MICHIGAN FOUNDATIONS

ONE SOUTH HARBOR AVE
GRAND HAVEN,MI49417 		  PC OFL VIDEO 1,500

COUNCIL OF MICHIGAN FOUNDATIONS

ONE SOUTH HARBOR AVE
GRAND HAVEN,MI49417 		  PC COLLABORATIVE MANAGER 28,000

COUNCIL OF MICHIGAN FOUNDATIONS

ONE SOUTH HARBOR AVE
GRAND HAVEN,MI49417 		  PC OFL RESEARCH AND OPP FUND 25,000

COUNCIL ON FOUNDATIONS

2121 CRYSTAL DRIVE SUITE 700
ARLINGTON,TX22202 		  PC 2023 MEMBERSHIP DUES 15,000

CULTURE SOURCE

3434 RUSSELL STREET
DETROIT,MI48207 		  PC EMCARTS ACQUISITION SUPPORT 25,000

CULTURE SOURCE

3434 RUSSELL STREET
DETROIT,MI48207 		  PC EMCARTS ACQUISITION SUPPORT 25,000

DETROIT COMMUNITY LOAN FUND

3031 W GRAND BLVD STE 505
DETROIT,MI48202 		  PC BIZLOAN FUND REIMAGINED PROGRAM 50,000

DETROIT INSTITUTE OF ARTS

5200 WOODWARD AVE
DETROIT,MI48202 		  PC DIA TEEN ARTS COUNCIL SUSTAINABILITY 13,448

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI48226 		  PC 2022-2023 GENERAL OPERATIONS 50,000

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI48226 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

DETROIT OPERA

1526 BROADWAY ST
DETROIT,MI48226 		  PC STORYBOOK OPERA 2022-2024 40,000

DETROIT PARENT NETWORK

726 LOTHROP ROAD
DETROIT,MI48202 		  PC EARLY CHILDHOOD ENRICHMENT AND ENGAGEMENT BQI FIELD TRIPS 100,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC BLUEPRINT 2.0 500,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC ANNUAL SUPPORT 2022-2023 100,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC THE WHOLE CHILD 100,000

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC BRIGHTMOOR CHILDCARE QUALITY INITIATIVE 269,096

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC SUPPORTING BRIGHTMOOR LEADERS $1,031,250 OVER 5 YEARS 42,390

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC NORTHROP CELEBRATION 3,068

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC CRS PEER-TO-PEER 88,878

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC BQI HOLIDAY PROGRAM 20,000

DEVELOPMENT CENTERS INC

17421 TELEGRAPH
DETROIT,MI48219 		  PC BQI PROGRAM EXPANSIONS 500,000

DEVELOPMENT KINGDOMS IN DIFFERENT STAGES (KIDS)

19321 W CHICAGO ST 107
DETROIT,MI48228 		  PC THE ART MAKERS OF DEVELOPING KIDS 25,000

EISENHOWER DANCE ENSEMBLE

2155 COLE STREET
BIRMINGHAM,MI48009 		  PC LET'S DANCE 50,000

EVERYBODY READY

13305 REECK CT SUITE 120
SOUTHGATE,MI48195 		  PC BRIGHTMOOR CHILD CARE QUALITY INITIATIVE SCHOLARSHIPS 316,700

EVERYBODY READY

13305 REECK CT SUITE 120
SOUTHGATE,MI48195 		  PC HOPE STARTS HERE-CONTENT SPECIALIST 35,810

FAITH'S PLACE CENTER FOR THE ARTS EDUCATION

2508 N AUSTRALIAN AVENUE
WEST PALM BEACH,FL33407 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

FAR CONSERVATORY OF THERAPEUTIC AND PERFORMING ART

1669 W MAPLE RD
BIRMINGHAM,MI48009 		  PC EXPRESSIVE ENGAGEMENT - DANCE/MOVEMENT THERAPY 31,050

FORGOTTEN HARVEST

21800 GREENFIELD
OAK PARK,MI48237 		  PC HEALTHY FOOD HEALTHY BRIGHTMOOR 100,000

FOUNDATION FOR DETROITS FUTURE (FKA CFSEM-DIA ART TRUST)

333 WEST FORT STREET
DETROIT,MI48226 		  PC DIA SETTLEMENT 125,000

FRESH AIR SOCIETYTAMARACK CAMPS

6735 TELEGRAPH RD 380
BLOOMFIELD HILLS,MI48301 		  PC J-AIR JEWISH ARTIST IN RESIDENCE PROGRAM 75,000

FRIENDS OF UNITED HATZALAH

208 EAST 51ST STREET SUITE 303
NEW YORK,NY10022 		  PC UKRAINE EMERGENCY NEEDS 100,000

GLEANERS COMMUNITY FOOD BANK

2131 BEAUFAIT
DETROIT,MI48207 		  PC 2022 CLIENT CHOICE FOOD PANTRY 203,100

GLOBAL IMPACT INVESTING NETWORK

ONE BATTERY PARK PLAZA 202
NEW YORK,NY10004 		  PC 2022 MEMBERSHIP 4,950

GRAND VALLEY STATE UNIVERSITY

201 FRONT AVENUE SW
GRAND RAPIDS,MI49504 		  PC TFR ISSUE ON IMPACT INVESTING 20,000

GRANTMAKERS FOR EDUCATION

400 SE 103RD DR 33348
PORTLAND,OR97216 		  PC 2022 MEMBERSHIP DUES 4,200

GRANTMAKERS FOR EDUCATION

400 SE 103RD DR 33348
PORTLAND,OR97216 		  PC 2022 ANNUAL CONFERENCE 5,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW 650
WASHINGTON,DC20005 		  PC 2022 MEMBERSHIP DUES 7,390

HERITAGE WORKS

4444 2ND AVE
DETROIT,MI48201 		  PC DRUM ROLL 75,000

ILLINOIS FINANCE FUND - HOPE STARTS HERE DETROIT

3011 W GRAND BLVD FISHER BLDG
DETROIT,MI48202 		  PC PATHWAYS TO A STRONGER EC WORKFORCE, HOPE STARTS HERE 168,000

IMPACT ISRAEL

4340 EAST-WEST HIGHWAY 202
BETHESDA,MD20814 		  PC ISRAELITE YOUNG WOMEN'S LEADERSHIP PROGRAM 50,000

INDEPENDENT SECTOR

PO BOX 5007
MERRIFIELD,VA22116 		  PC 2022/23 MEMBERSHIP DUES 11,000

INSIDEOUT LITERARY ARTS PROJECT

2111 WOODWARD AVE
DETROIT,MI48201 		  PC WORLD TRAVELERS PROGRAM 54,000

INSIDEOUT LITERARY ARTS PROJECT

2111 WOODWARD AVE
DETROIT,MI48201 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

INSIDEOUT LITERARY ARTS PROJECT

2111 WOODWARD AVE
DETROIT,MI48201 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC HEARTBEATS: EARLY CHILDHOOD INTERVENTION FOR ISRAELI FAMILIES 151,979

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC MASA ISRAEL TEACHING FELLOWS 250,000

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC KIRYAT YEARIM YOUTH VILLAGE- GENERAL OPERATING SUPPORT 220,000

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC ALMA PRE-ARMY LEADERSHIP ACADEMY 21,934

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC UKRAINE EMERGENCY FUNDS 200,000

JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL

633 THIRD AVE
NEW YORK,NY10017 		  PC SPARK IL 200,000

JEWISH COMMUNITY CENTER

2935 BIRCH HOLLOW DR
ANN ARBOR,MI48108 		  PC PJ LIBRARY IN DETROIT 125,000

JEWISH COMMUNITY CENTER

2935 BIRCH HOLLOW DR
ANN ARBOR,MI48108 		  PC JCC DAY CAMP SCHLICHIM AND JEWISH VALUES 26,000

JEWISH FEDERATION OF METRO DETROIT (UJF)

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC DAVID F. AND ELLEN J. SHERMAN FAMILY PHILANTHROPY FUND 50,000

JEWISH FEDERATION OF METRO DETROIT

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC JLIVE 125,000

JEWISH FEDERATION OF METRO DETROIT

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC KEEPING OUR COMMUNITY SAFE 100,000

JEWISH FEDERATION OF METRO DETROIT

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC 2022 CONTRIBUTION 1,250,000

JEWISH FEDERATION OF METRO DETROIT

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC 2023 CONTRIBUTION 175,000

JEWISH FEDERATION OF PALM BEACH COUNTY

1 HARVARD CIRCLE SUITE 100
WEST PALM BEACH,FL33409 		  PC PJ LIBRARY IN PALM BEACH 100,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY
NEW YORK,NY10004 		  PC ENP SPACE-SCHOOL PERFORMANCE AND COMMUNITY EMPOWERMENT 125,000

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY
NEW YORK,NY10004 		  PC FISHER FLIGHT 13 64,950

JEWISH FEDERATIONS OF NORTH AMERICA

25 BROADWAY
NEW YORK,NY10004 		  PC FISHER FLIGHT 14 147,500

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC DONOR-ADVISED FUND ISRAEL 150,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC LEARNLING LAB & FACILITATOR TRAINING 10,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC 2022 INTERNATIONAL CONFERENCE 20,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC HONEYCOMB - JEWISH YOUTH PHILANTHROPY 125,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC YOUTH VILLAGE GIVING CIRCLE 40,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET
NEW YORK,NY10001 		  PC 2023 MEMBERSHIP DUES 20,000

JPRO NETWORK

25 BROADWAY 1700
NEW YORK,NY10004 		  PC 2023 MEMBERSHIP DUES 1,000

LELAND COMMUNITY AFFAIRS

22420 FENKELL ST
DETROIT,MI48223 		  PC SUPPORTING BRIGHTMOOR LEADERS 5,000

LIGHTHOUSE ART CENTER

373 TEQUESTA DR
TEQUESTA,FL33469 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

LIVING ARTS

8701 W VERNOR
DETROIT,MI48209 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

LIVING ARTS

8701 W VERNOR
DETROIT,MI48209 		  PC STRENGTHENING DETROIT EDUCATORS, FAMILIES, AND YOUNG CHILDREN 100,000

LIVING ARTS

8701 W VERNOR
DETROIT,MI48209 		  PC 2022 GENERAL OPERATING SUPPORT 16,634

LORD'S PLACE THE

PO BOX 3265
WEST PALM BEACH,FL33402 		  PC GENERAL OPERATING SUPPORT 72,500

MARYLAND PHILANTHROPY

1600 W 14TH ST 700
BALTIMORE,MD21211 		  PC BIZLOAN ADVISORY AND CONSULTING SUPPORT 25,000

MICHIGAN LEAGUE FOR PUBLIC POLICY

1223 TURNER RD SUITE G1
LANSING,MI48906 		  PC 2022 MLPP ANNUAL MEETING AND POLICY FORUM 5,000

MICHIGAN LEAGUE FOR PUBLIC POLICY

1223 TURNER RD SUITE G1
LANSING,MI48906 		  PC KIDS COUNT IN MI 100,000

MICHIGAN STATE UNIVERSITY

3408 WOODWARD AVE
DETROIT,MI48201 		  PC CMS-D EARLY CHILDHOOD MUSIC 80,000

MICHIGAN NONPROFIT ASSOCIATION

1048 PIERPONT DRIVE
LANSING,MI48912 		  PC 2022 MEMBERSHIP DUES 11,100

MICHIGAN NONPROFIT ASSOCIATION

1048 PIERPONT DRIVE
LANSING,MI48912 		  PC NEIGHBORHOOD VITALITY INDEX 25,000

MISSION INVESTORS EXCHANGE

2440 WEST EL CAMINO REAL 300
MOUNTAIN VIEW,CA94040 		  PC 2023 MEMBERSHIP DUES 15,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024 		  PC STRENGTHENING LOCAL JEWISH LIFE THROUGH PEER-LED, PLURALISTIC COMMUNITY BUILDING FOR YOUNG ADULTS 25,000

MOSAIC YOUTH THEATRE

2251 ANTIETAM AVENUE
DETROIT,MI48207 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

MOSAIC YOUTH THEATRE

2251 ANTIETAM AVENUE
DETROIT,MI48207 		  PC BRIGHTMOOR MOSAIC DISCOVER & EXPLORE RESIDENCIES 65,420

MOTOWN HISTORICAL MUSEUM

2648 WEST GRAND BLVD
DETROIT,MI48208 		  PC STAFFING CAPACITY 15,000

MOTOWN HISTORICAL MUSEUM

2648 WEST GRAND BLVD
DETROIT,MI48208 		  PC HITSVILLE NEXT SUMMER PROGRAMS 50,000

MOTOWN HISTORICAL MUSEUM

2648 WEST GRAND BLVD
DETROIT,MI48208 		  PC 2022 GENERAL OPERATING SUPPORT 10,000

MUSEUM OF AFRICAN AMERICAN HISTORY

315 E WARREN AVE
DETROIT,MI48201 		  PC EXPANSION OF CAMP AFRICA YOUTH PROGRAM 50,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1101 CONNECTICUT
WASHINGTON,DC20001 		  PC 2022 ANNUAL CONFERENCE 10,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1101 CONNECTICUT
WASHINGTON,DC20001 		  PC LEADERSHIP CIRCLE 2022 10,000

NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY

1331 H ST NW SUITE 200
WASHINGTON,DC20005 		  PC 2023 MEMBERSHIP 4,500

NEW DETROIT

535 GRISWOLD 2500
DETROIT,MI48226 		  PC DR. DAVID CAMPT AND THE WHITE ALLY TOOLKIT 25,000

OHIO STATE UNIVERSITY FOUNDATION

364 W LANE AVE
COLUMBUS,OH43201 		  PC ATHLETIC ADVANCEMENT FUND 1,000

OLD NEWSBOYS' GOODFELLOW FUND

PO BOX 44444
DETROIT,MI48244 		  PC GENERAL OPERATING EXPENSES 1,000

OPENDOR MEDIA (IMAGINATION PRODUCTIONS)

11110 W OAKLAND PARK BLVD 288
SUNRISE,FL33351 		  PC UNPACKED FOR EDUCATORS DIGITAL RESOURCE 100,000

ORT AMERICA

75 MAIDEN LANE 10TH FL
NEW YORK,NY10038 		  PC YOUNIVERSITY ROBOTICS 71,000

WORLD ORT INC

75 MAIDEN LANE 10TH FLOOR
NEW YORK,NY10038 		  PC UKRAINE EMERGENCY NEEDS 100,000

PEAK GRANTMAKING

1666 K STREET NW 440
WASHINGTON,DC20006 		  PC 2023 MEMBERSHIP DUES 3,000

PALM BEACH COUNTY FOOD BANK

701 BOUTWELL ROAD A-2
LAKE WORTH BEACH,FL33461 		  PC GENERAL SUPPORT 72,500

PEWABIC SOCIETY

10125 EAST JEFFERSON
DETROIT,MI48214 		  PC CERAMIC ARTS APPRENTICESHIP PROGRAM 25,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

500 S STATE STREET
ANN ARBOR,MI48109 		  PC YOUTH POLICY LAB MICHIGAN DATA & POLICY FELLOWSHIP 208,027

SALVATION ARMY-SE MICHIGAN CHAPTER

16130 NORTHLAND DRIVE
SOUTHFIELD,MI48075 		  PC GENERAL OPERATING EXPENSES 5,000

SPHINX ORGANIZATION

400 RENAISSANCE CENTER
DETROIT,MI48243 		  PC SPHINX OVERTURE-BRIGHTMOOR 125,000

SPHINX ORGANIZATION

400 RENAISSANCE CENTER
DETROIT,MI48243 		  PC BRIGHTMOOR VIOLIN INSTRUCTION AND SUMMER CAMP-MSF PREFERRED 5,000

SPHINX ORGANIZATION

400 RENAISSANCE CENTER
DETROIT,MI48243 		  PC 2022 SUMMER CAMP TRANSPORTATION 8,000

TAKE STOCK IN CHILDREN

1896 PALM BEACH LAKES BLVD 103
PALM BEACH,FL33409 		  PC SCHOLARSHIPS FOR BGCPB STUDENTS-MSF PREFERRED 100,000

THE CENTER FOR MICHIGAN

220 W MICHIGAN AVE
YPSILANTI,MI48197 		  PC BRIDGE BUILDERS LEADERSHIP CIRCLE 2,500

THE HEAT AND WARMTH FUND (THAW)

607 SHELBY
DETROIT,MI48226 		  PC BRIGHTMOOR UTILITY ASSISTANCE AND EFFICIENCY PROGRAM 150,000

THE HEAT AND WARMTH FUND (THAW)

607 SHELBY
DETROIT,MI48226 		  PC BRIGHTMOOR UTILITY ASSISTANCE AND EFFICIENCY PROGRAM-SUPPLEMENTAL FUNDING 50,000

THE IMPACT SOCIETY

135 MADISON AVE 8TH FL
NEW YORK,NY10016 		  PC 2022 CONFERENCE SPONSORSHIP 25,000

THE SHABBAT PROJECT INC

79 MADISON AVE
NEW YORK,NY10016 		  PC YOUNG ADULT ENGAGEMENT IN PALM BEACH 35,000

THE SHABBAT PROJECT INC

79 MADISON AVE
NEW YORK,NY10016 		  PC YOUNG ADULT ENGAGEMENT IN DETROIT 35,000

THE WELL

5725 WALNUT LAKE ROAD
WEST BLOOMFIELD,MI48323 		  PC SUKKOT SOUNDS FESTIVAL 2022 4,000

TONIIC INSTITUTE

47 KEARNY ST SUITE 600
SAN FRANCISCO,CA94108 		  PC 2023 MEMBERSHIP 8,000

UNITED JEWISH FOUNDATION

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC PHILLIP WM. FISHER SUPPORT FOUNDATION 200,000

UNITED JEWISH FOUNDATION

6735 TELEGRAPH
BLOOMFIELD HILLS,MI48303 		  PC JANE & LARRY SHERMAN FAMILY FOUNDATION 400,000

UNITED NEGRO COLLEGE FUND

3031 W GRAND BLVD
DETROIT,MI48202 		  PC GENERAL OPERATING EXPENSES 5,000

UNITED WAY FOR SOUTHEASTERN MICHIGAN

660 WOODWARD AVE 300
DETROIT,MI48226 		  PC GENERAL OPERATING EXPENSES 75,000

UNIVERSITY OF MICHIGAN HILLEL

1429 HILL ST
ANN ARBOR,MI48104 		  PC ISRAEL IMMERSIVE EXPERIENCE COORDINATOR 75,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC BRIGHTMOOR LITERACY EXPANSION 120,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC FACILITY ANALYSIS PHASE II 27,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC SBL-CHRISTIAN COMMUNITY DEVELOPMENT 5,000

WELLSPRING

16742 LAMPHERE ST
DETROIT,MI48219 		  PC LIFT AS WE CLIMB 65,000

YAD EZRA

2850 W 11 MILE RD
BERKLEY,MI48072 		  PC STAYING CONNECTED TO CELEBRATE THE JEWISH HOLIDAYS 65,000

YMCA OF METROPOLITAN DETROIT

1401 BROADWAY ST 3A
DETROIT,MI48226 		  PC SBL-REGIONAL EMERGING MULTICULTURAL LEADERSHIP EXPERIENCE 5,000

YUNION INC THE

1129 OAKMAN BLVD
DETROIT,MI48238 		  PC KEYS 2 LIFE MENTORING THROUGH MUSIC AND THE ARTS PROGRAM 25,000

WAYNE STATE UNIVERSITY

5447 WOODWARD AVE
DETROIT,MI48202 		  PC SOCIAL ENTREPRENEURSHIP CONFERENCE SPONSOR 1,500

AMOUNTS REPORTED ON K-1S

VARIOUS
VARIOUS   99999
OC 		  PC GENERAL PURPOSE GRANT 1,314
Total .................................right arrow 3a 14,595,199
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 5,600,731  
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 ............ 		531390 997,042 18 5,416,089  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME - PRI 		      568 70,591
bROYALTY INCOME FROM K-1     15 116,384  
cACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND     14 -74,822  
dAETHER REAL ASSETS I LP     14 -13,885  
eAIO V AIV LP     14 -17,653  
fAXIOM EMERGING MARKETS EQUITY FUND     14 388,467  
gBLACKSTONE RE PARTNERS V     14 -97,855  
hBLACKSTONE RE PARTNERS V 531390 45      
iBLACKSTONE RE PARNTERS VI 531390 2      
jBLACKSTONE RE PARTNERS VI     14 2,269  
kBLACKSTONE RE PARTNERS VI-NQ     14 27,397  
lBLACKSTONE RE PARTNERS VI-NQ 531390 2,754      
mBREP VII.F     14 -801  
nBREP VII.F (AV-LH)     14 -70  
oBREP VII.F (AV-LH) 531390 -2,143      
pBREP VII.F (AV-LH.2)     14 -4  
qBREP VII.F (AV-LH.4) 531390 -7,501      
rBREP VII.F (AV-LH.4)     14 -3,331  
sBREP VII.F-NQ (AV-LH)     14 -415  
tBREP VII.F-NQ (AV-LH.3)     14 1,049  
12 Subtotal. Add columns (b), (d), and (e) .. 665,486 9,160,406 70,591
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,896,483
(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.)
11 AMOUNTS REPRESENT INTEREST ON LOANS MADE TO ORGANIZATIONS WHOSE MISSION IS CONSISTENT WITH THAT OF THE FOUNDATION.
Form 990-PF (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 81,775 53,154   113,247

TY 2022 AllOthProgRltdInvestmentsSch
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount
- OGEN - INDUSTRIAL SEWING AND INNOVATION CENTER - EQUITABLE PROSPERITY FUND LP - BLACK LEADERS DETROIT 1,082,197

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

TY 2022 DepreciationSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
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
COMPUTER 2009-01-01 1,968 1,970 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2010-06-14 2,000 2,000 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2011-02-16 2,230 2,230 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2011-08-29 1,970 1,970 SL 5.000000000000 0 0    
IPADS 2011-09-09 1,398 1,259 SL 5.000000000000 0 0    
COMPUTER 2009-05-13 1,011 1,150 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-06-13 1,616 1,616 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-12-14 2,099 2,099 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2012-12-14 2,115 2,115 SL 5.000000000000 0 0    
IPADS 2013-05-17 905 905 SL 5.000000000000 0 0    
IPADS 2013-10-09 928 928 SL 5.000000000000 0 0    
CHAIRS 2013-02-06 2,386 2,379 SL 5.000000000000 0 0    
IPAD 2014-11-13 881 881 SL 5.000000000000 0 0    
LAPTOP COMPUTER 2014-11-13 1,190 1,190 SL 5.000000000000 0 0    
OFFICE FURNITURE 2014-04-01 25,921 25,921 SL 7.000000000000 0 0    
PHONES 2014-04-01 970 970 SL 7.000000000000 0 0    
HP ELITEBOOK COMPUTER 2015-03-16 1,533 1,533 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2015-11-19 2,363 2,363 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-03-01 2,555 2,555 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-10-14 2,789 2,789 SL 5.000000000000 0 0    
HP ELITEBOOK COMPUTER 2016-12-21 2,904 2,904 SL 5.000000000000 0 0    
COMPUTER 2017-05-19 2,589 2,417 SL 5.000000000000 172 0    
HP ELITEBOOK COMPUTER 2018-02-22 2,908 2,279 SL 5.000000000000 582 0    
IPAD 2018-03-12 528 406 SL 5.000000000000 106 0    
MICROSOFT SURFACE LAPTOP 2018-07-13 2,744 1,921 SL 5.000000000000 549 0    
COMPUTER 2018-08-16 2,431 1,661 SL 5.000000000000 486 0    
NBS - OFFICE FURNITURE 2018-08-23 10,694 5,221 SL 7.000000000000 1,528 0    
ADDITIONAL PHONES 2018-09-10 1,937 923 SL 7.000000000000 277 0    
MICROSOFT SURFACE PRO 6 2019-03-22 2,127 1,206 SL 5.000000000000 425 0    
HP ELITEBOOK 850 G4 2019-05-03 2,101 1,121 SL 5.000000000000 420 0    
IPAD AND CASE 2019-07-15 498 250 SL 5.000000000000 100 0    
MICROSOFT SURFACE PRO 6 2019-10-23 2,095 943 SL 5.000000000000 419 0    
APPLE IPAD WITH ACCESSORIES 2020-09-24 658 176 SL 5.000000000000 132 0    
HP 450 LAPTOP FOR KENYA AND CAMARRAH 2020-12-31 2,613 567 SL 5.000000000000 523 0    
HP 450 LAPTOP FOR ADMINISTRATIVE ASSISTANT 2021-03-22 1,573 263 SL 5.000000000000 315 0    
DOCKING STATION FOR HP LAPTOP 2021-12-31 683 11 SL 5.000000000000 137 0    
HP 450 LAPTOP-ERICKSON (TEMP E.A.) 2022-02-28 1,641   SL 5.000000000000 301 0    
10.2-INCH IPAD WI-FI 64 GB SPACE GRAY W/ KEYBOARD CASE 2022-07-19 508   SL 5.000000000000 51 0    
HP PROBOOK 450GB 15" LAPTOP (CONNOR) 2022-08-28 1,475   SL 5.000000000000 123 0    
MICROSOFT SURFACE PRO 7+ (ROWELL) 2022-09-20 2,182   SL 5.000000000000 145 0    
NEW HP LAPTOP (TAPERT) 2022-11-23 1,641   SL 5.000000000000 55 0    
DOCKING STATIONS (3) FOR HP LAPTOP (TAPERT) 2022-11-23 720   SL 5.000000000000 24 0    

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TY 2022 ExpenditureResponsibilityStmt
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
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
REBEL NELL L3C
  		1401 VERMONT ST
DETROIT,MI48216 		2017-12-01 195,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO EMPLOY AND PROVIDE LIFE SKILLS TRAINING TO FORMERLY HOMELESS WOMEN IN DETROIT AND PROVIDE EDUCATION IN FINANCIAL LITERACY, BUSINESS EDUCATION, HEALTH AND WELLNESS, AND EMPOWER THEM TO TRANSITION TO INDEPENDENT LIFE. 195,000 NO JANUARY, 2019; MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023    
DETROIT COMMUNITY LOAN FUND
  		333 W FORT ST STE 2010
DETROIT,MI48226 		2017-05-12 2,000,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO SUPPORT NEW AND GROWING BUSINESSES IN THE CITY OF DETROIT. 2,000,000 NO AUGUST, 2019; MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023    
REBEL NELL L3C
  		1401 VERMONT ST
DETROIT,MI48216 		2018-12-17 195,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO EMPLOY AND PROVIDE LIFE SKILLS TRAINING TO FORMERLY HOMELESS WOMEN IN DETROIT AND PROVIDE EDUCATION IN FINANCIAL LITERACY, BUSINESS EDUCATION, HEALTH AND WELLNESS, AND EMPOWER THEM TO TRANSITION TO INDEPENDENT LIFE. 195,000 NO MAY, 2020; MAY, 2021; MARCH, 2022; MAY 2023    
DETROIT TRAINING CENTER
  		5151 LORAINE STREET
DETROIT,MI48208 		2020-05-18 350,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO DEVELOP WORKFORCE TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY FOR THOSE WITH VARIOUS BARRIERS TO EMPLOYMENT. 350,000 NO MAY, 2021; MARCH, 2022; MAY 2023    
OGEN-SOCIAL LOAN FUND
  		RIVKA 29 JERUSALEM
IS 		2020-06-18 1,000,000 THE FOUNDATION DID NOT MAKE A GRANT TO THIS NONCHARITABLE ORGANIZATION. HOWEVER, IT DID MAKE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO THE ORGANIZATION TO FURTHER PROVIDE LOANS TO FAMILIES IN NEED AND SMALL BUSINESSES THROUGHOUT ISRAEL. 400,000 NO MAY, 2021; MARCH, 2022; MAY 2023    

TY 2022 InvestmentsOtherSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
11,974.349 SHS TFG HEDGE FUND II (FISHER FAIRWAY MASTER FUND LTD) FMV 1,734,814 1,734,814
29,374.107 SHS TFG ARTEMIS VIII 2013 FUND LLC FMV 2,073,040 2,073,040
21,944.706 SHS TFG EC III 2014 FUND LLC FMV 1,406,813 1,406,813
41,098.401 SHS TFG ARA III 2013 FUND FMV 2,927,038 2,927,038
3,829.517 SHS TFG WAKKR 2012 FUND LLC FMV 568,321 568,321
12,537.425 SHS TFG VISTA 2014 FUND LLC FMV 3,714,120 3,714,120
19,193.358 SHS TFG VISTA VI 2016 FUND FMV 4,138,264 4,138,264
3,117,695.530 SHS ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE V FMV 1,482,685 1,482,685
1,922,890.570 SHS KINDERHOOK CAPITAL FUND IV-B FMV 1,530,296 1,530,296
3,063.135 SHS TFG PAM III FMV 1,340,940 1,340,940
9,526.031 TFG TRIDENT VI 2014 FUND LLC FMV 2,351,223 2,351,223
1,734.720 SHS TFG MAGNETITE 2014 FUND LLC FMV 497,817 497,817
13,533.642 SHS TFG ENERGY RIDGE 2013 FUND FMV 1,582,754 1,582,754
1,199,807.800 SHS BLACKSTONE REAL ESTATE PARTNERS VII F FMV 517,770 517,770
17,336.033 SHS TFG RAM IV 2015 FUND FMV 288,274 288,274
1,059,778.000 SHS GSO ENERGY SELECT OPPORTUNITIES FEEDER FUND FMV 455,233 455,233
1,633,507.120 SHS BLACKSTONE REAL ESTATE PARTNERS VIII FMV 1,554,868 1,554,868
2,774.272 SHS TFG NEWVEST SECONDARIES 2013 FUND FMV 599,097 599,097
9,845.499 SHS TFG TRIEUROPROP 2013 FUND LLC FMV 720,636 720,636
1,319,437.340 SHS TRIDENT V LP FMV 1,286,898 1,286,898
16,804.101 SHS TFG AXIOS IV 2015 FUND FMV 2,297,197 2,297,197
11,708.429 SHS TFG TRI EURO 2015 FUND 4 LLC FMV 1,533,677 1,533,677
222.670 SHS TFG EXETER III 2013 FUND LLC FMV 143,972 143,972
57,006.870 FPA APARTMENT OPPORTUNITY FUND V FMV 167 167
12,873.260 SHS TFG ARBOR IV 2015 FUND FMV 1,181,047 1,181,047
1,076,936.000 SHS STRATEGIC VALUE SPECIAL SITUATION FEEDER FUND II LP FMV 805,221 805,221
973,543.180 SHS PRAIRIE CAPITAL V FMV 892,643 892,643
13,160.591 TFG EXETER IV 2017 FUND FMV 295,665 295,665
2,178,840.380 SHS FPA APARTMENT OPPORTUNITY FUND VI FMV 927,334 927,334
624,459.620 SHS METROPOLITAN REAL ESTATE PARTNERS INT IV LP FMV 448,371 448,371
8,544.000 SHS NEW MOUNTAIN PARTNERS III FMV 50,517 50,517
497,350.000 SHS AETHER INVESTEMENT PARTNERS FMV 16,232 16,232
9,516.279 SHS TFG 2011 ARA II FUND LLC FMV 468,538 468,538
29,799.783 SHS TFG ENERGY RIDGE III 2015 FUND FMV 2,587,515 2,587,515
303,821.050 SHS FORTRESS CREDIT OPPS FUND B LP FMV 62,336 62,336
11,754.515 TFG KINDER V 2017 FUND FMV 2,370,262 2,370,262
10,267.120 SHS TFG 2012 EC MEZZ FUND FMV 221,620 221,620
924.881 SHS TFG MGRE FUND 2013 LLC FMV 99,553 99,553
815.712 SHS TFG ARTEMIS FUND LLC FMV 69,907 69,907
10,430.807 SHS TFG RAISED CITY 2018 FUND FMV 617,122 617,122
510,382.730 SHS TFG RAM RE FUND LLC FMV 358,671 358,671
345,545.000 SHS SCULPTOR REAL ESTATE FUND III FMV 313,089 313,089
13,892.131 SHS TFG ELAB II 2017 FUND FMV 1,993,951 1,993,951
90,831.650 SHS BLACKSTONE VI FMV 57,328 57,328
625,805.000 SHS DETROIT VENTURE PARTNERS LP FMV 506,088 506,088
31,415.005 SHS TFG HURON 2016 FUND FMV 1,794,029 1,794,029
101,311.520 SHS BLACKSTONE REAL ESTATE PARTNERS V TE 2 LP FMV 3,482 3,482
30,499.919 SHS TFG AXIOS V 2018 FUND FMV 4,437,169 4,437,169
109,146.720 SHS METROPOLITAN REAL ESTATE PARTNERS INT II FMV 35,588 35,588
3,302.315 SHS TFG RAM V 2018 FUND FMV 696,482 696,482
11.286 SHS TFG EXETER INDUSTRIAL VALUE FUND II LP FMV 11,475 11,475
20,914.162 SHS TFG EUROPEAN RE FUND LLC FMV 18,167 18,167
1,508,320.780 SHS FPA APARTMENT OPPORTUNITY FUND VII FMV 2,430,351 2,430,351
32,541.281 SHS TFG TRI EURO 2018 FUND 5 FMV 1,714,111 1,714,111
2,911,634.000 SHS GOLDENTREE DISTRESSED FUND III (CAYMAN) FMV 1,855,594 1,855,594
77,881.629 SHS TFG ARBOR V 2019 FUND FMV 2,031,049 2,031,049
22,804.901 SHS TFG ARTEMIS IX 2017 FUND FMV 3,746,305 3,746,305
12,870.685 SHS TFG BAR ASIA VII FUND 2018 FMV 2,202,766 2,202,766
31,345.086 SHS TFG CHERRY LAKE FUND FMV 8,126,525 8,126,525
8,924.029 SHS TFG OCEANS IV 2019 FUND FMV 1,792,218 1,792,218
22,189.751 SHS TFG PONT SK 2019 FUND FMV 3,879,220 3,879,220
8,554,317.900 SHS THOMA BRAVO FUND XIII FMV 8,780,130 8,780,130
34,314.195 SHS TFG BRAVO XIV 2020 FUND FMV 3,766,917 3,766,917
9,848.751 TFG PAM V 2020 FUND FMV 1,207,233 1,207,233
ILLUMEN CAPITAL II LP FMV 123,402 123,402
2,791,935.000 SHS NB CREDIT OPP II CAYMAN FEEDER FMV 3,367,010 3,367,010
107,064.000 SHS PICO VENTURE PARTNERS III FMV 434,356 434,356
545,643.202 SHS MFS EMERGING MARKTS DEBT-I FMV 10,551,780 10,551,780
1,621,722.760 SHS NEUBERGER BERMAN HIGH INC BOND FMV 10,209,569 10,209,569
5,712,346.330 SHS ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND FMV 4,987,258 4,987,258
5,163,475.470 SHS AXIOM EMERGING MARKETS EQUITY FUND FMV 3,561,024 3,561,024
201,096.000 SHS ISHARES ESG AWARE MSCI USA FMV 17,042,886 17,042,886
FDTN TIAA CREF CORE IMPACT BOND FMV 39,587,119 39,587,119
FDTN NB SUSTAINABLE RESEARCH OPPORTUNITIES FMV 27,346,694 27,346,694
FDTN CLARKSTON SMALL CAPITAL QUALITY VALUE FMV 8,027,495 8,027,495
FDTN KAYNE ANDERSON SMALL CAP GROWTH FMV 4,990,350 4,990,350
FDTN NB INTERNATIONAL EQUITY ADR FMV 7,020,171 7,020,171
FDTN WCM INTERNATIONAL FOCUSED GROWTH FMV 6,057,789 6,057,789
NEUBERGER FLOATING RATE FMV 3,974,913 3,974,913
ARTISAN INTERNATIONAL VAL-ADV FMV 6,067,973 6,067,973
RAM REALTY PARTNERS VI FMV 85,427 85,427
NB SELECT OPPORTUNITIES FUND V FMV 3,222,636 3,222,636
ETHOS CAPITAL INVESTMENTS A FMV 4,303,612 4,303,612
ALMANAC REALTY SECURITIES IX FMV 1,196,889 1,196,889
THOMA BRAVO FUND XV-A FMV 2,802,680 2,802,680

TY 2022 LandEtcSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 41,908 37,223 4,685 4,685
COMPUTERS 64,170 50,732 13,438 13,438


TY 2022 LegalFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 90,301 0   102,597


TY 2022 OtherAssetsSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM-RELATED INVESTMENTS 5,141,592 6,348,951 6,348,951
ARTWORK 87,500 87,500 87,500
RIGHT TO USE ASSET NET OF AMORTIZATION 0 292,010 292,010


TY 2022 OtherDecreasesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Amount
UNREALIZED LOSS 33,927,481
K-1 INCOME/LOSS 13,989,033


TY 2022 OtherExpensesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYEE TRAINING 42,014 0   42,014
MISCELLANEOUS EXPENSES 23,699 0   271,680
TELEPHONE EXPENSE 9,075 0   9,075
POSTAGE 2,297 0   2,297
INFORMATION SYSTEMS 22,496 0   22,496
GRANT TRACKING SOFTWARE 39,543 0   39,543
CONTRIBUTION SPONSORSHIPS EXPENSE 17,033 0   17,033
OTHER DEDUCTIONS FROM K-1'S 7 0   7
TAX OFFSET PY OVERPAYMENTS -804,825 0   -804,825
AMORTIZATION 73,003 0   73,003


TY 2022 OtherIncomeSchedule2
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - PRI 71,159 71,159 71,159
ROYALTY INCOME FROM K-1 116,384 116,384 116,384
ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND -74,822 -74,822 -74,822
AETHER REAL ASSETS I LP -13,885 -13,885 -13,885
AIO V AIV LP -17,653 -17,653 -17,653
AXIOM EMERGING MARKETS EQUITY FUND 388,467 388,467 388,467
BLACKSTONE RE PARTNERS V -97,855 -97,855 -97,855
BLACKSTONE RE PARTNERS V 45 0 45
BLACKSTONE RE PARNTERS VI 2 0 2
BLACKSTONE RE PARTNERS VI 2,269 2,269 2,269
BLACKSTONE RE PARTNERS VI-NQ 27,397 27,397 27,397
BLACKSTONE RE PARTNERS VI-NQ 2,754 0 2,754
BREP VII.F -801 -801 -801
BREP VII.F (AV-LH) -70 -70 -70
BREP VII.F (AV-LH) -2,143 0 -2,143
BREP VII.F (AV-LH.2) -4 -4 -4
BREP VII.F (AV-LH.4) -7,501 0 -7,501
BREP VII.F (AV-LH.4) -3,331 -3,331 -3,331
BREP VII.F-NQ (AV-LH) -415 -415 -415
BREP VII.F-NQ (AV-LH.3) 1,049 1,049 1,049
BREP VII.F-NQ (AV-LH.3) -11,060 0 -11,060
BREP VII.F-NQ (AV-LH.4) 52,445 0 52,445
BREP VIII.F -2,568 -2,568 -2,568
BREP VIII.F 117 0 117
BREP VIII.F (AIV REIT) 424 424 424
BREP VIII.F (AIV-LH) -4,395 -4,395 -4,395
BREP VIII.F (AV-LH) -6,992 0 -6,992
BREP VIII.F (AV-LH.2) -33 -33 -33
BREP VIII.F (AV-LH.2) 6 0 6
BREP VIII.F (AV-LH.3) -4,712 0 -4,712
BREP VIII.F (AV-LH.4) -16,247 -16,247 -16,247
BREP VIII.F (AV-LH.4) -6,614 0 -6,614
BREP VIII.F-NQ -72 -72 -72
BREP VIII.F-NQ (AV-LH) -1,499 -1,499 -1,499
BREP VIII.F-NQ (AV-LH) 7,825 0 7,825
BREP VIII.F-NQ (AV-LH.2) -15,512 0 -15,512
BREP VIII.F-NQ (AV-LH.3) -1,956 -1,956 -1,956
BREP VIII.F-NQ (AV-LH.3) -9,419 0 -9,419
BREP VIII.F-NQ (AV-LH.4) -5,242 0 -5,242
BREP VIII.F-NQ (AV-LH.4) -3,416 -3,416 -3,416
DETROIT VENTURE PARTNERS -11,039 -11,039 -11,039
ENERGY CAPITAL TE-L DIRECT -312 -312 -312
ENERGY CAPITAL TE-L INDIRECT 542 0 542
ENERGY CAPITAL TE-L INDIRECT -7,592 -7,592 -7,592
FORTRESS CREDIT OPPORTUNITIES FUND (B) 24,633 24,633 24,633
FPA APARTMENT OPPORTUNITY FUND V-A -7,855 -7,855 -7,855
FPA APARTMENT OPPORTUNITY FUND V-A -1,084 0 -1,084
FPA APARTMENT OPPORTUNITY FUND VI A -19,749 -19,749 -19,749
FPA APARTMENT OPPORTUNITY FUND VII-A -26,795 -26,795 -26,795
GSO ESOF FINANCE -78 -78 -78
KINDERHOOK CAPITAL FUND IV-B LP -1,802 -1,802 -1,802
MAXIMUM PRIVATE GROWTH FUND 214,700 0 214,700
MAXIMUM PRIVATE GROWTH FUND -1,253,775 -1,253,775 -1,253,775
METROPOLITAN RE PARTNERS INTERNATIONAL IV 5,749 5,749 5,749
METROPOLITAN RE PARTNERS INT'L II -3,999 -3,999 -3,999
NEW MOUNTAIN PARTNERS III -128 -128 -128
PICO VENTURE PARTNERS III -39,163 -39,163 -39,163
PRAIRIE CAPITAL V -7,461 -7,461 -7,461
PRAIRIE CAPITAL V 23,498 0 23,498
RAM REALTY PARTNERS VI -16,397 -16,397 -16,397
SCULPTOR REAL ESTATE PARALLEL FUND III A -171 0 -171
SCULPTOR REAL ESTATE PARALLEL FUND III A 38,120 38,120 38,120
SQUARE MILE PARTNERS III TE -2,001 0 -2,001
TFG WAKKR 2012 FUND 29 0 29
TFG WAKKR 2012 FUND -50,460 -50,460 -50,460
THIRD & GRAND INVESTORS, LLC -442,035 0 -442,035
THOMA BRAVO FUND XIII-A LP -47,265 -47,265 -47,265
TRIDENT V LP -6,511 -6,511 -6,511
TRIDENT V LP 12,891 0 12,891
TFG HEDGE FUND II LLC -103,728 -103,728 -103,728
BLACKSTONE RE PARTNERS X -8,704 0 -8,704
ILLUMEN CAPITAL II -8 0 -8
ALMANAC REALTY SECURITIES -163,972 -163,972 -163,972
ARTESIAN FARMS L3C -231 -231 -231
BLACKSTONE RE PARTNERS X (AV-MH.3) -862 0 -862
BLACKSTONE RE PARTNERS X (OFFSHORE) -5,986 0 -5,986
BREP VII.F-NQ -6 -6 -6
BREP VII.F-NQ (AV-LH.2) -24 -24 -24
ETHOS CAPITAL INVESTMENTS A LP -107,078 0 -107,078
GSO ESOF FINANCE 2 -148 -148 -148
ILLUMEN CAPITAL II -21,898 -21,898 -21,898
NB RE SECONDARY OPPORTUNITIES FUND II -113,435 -113,435 -113,435
NB SELECT OPPORTUNITES FUND V -9,286 0 -9,286
SQUARE MILE PARTNERS III TE -6 -6 -6
THOMA BRAVO XV-A -74,639 -74,639 -74,639
BLACKSTONE RE PARTNERS X -1,070 -1,070 -1,070
BLACKSTONE RE PARTNERS X (OFFSHORE) -17 -17 -17
BREP VIII.F (AV-LH.3) -210 -210 -210
ETHOS CAPITAL INVESTMENTS A LP -173,754 -173,754 -173,754
NB SELECT OPPORTUNITES FUND V -68,933 -68,933 -68,933


TY 2022 OtherProfessionalFeesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MELLON CUSTODIAL FEES 62,523 62,523   0
PAYROLL 1 FEES 2,750 0   2,750
PROGRAM CONSULTANT 347,587 0   242,332
WEBSITE MAINTENANCE 94,071 0   94,071
TFG SERVICE PROVIDER FEE 1,679,969 1,091,979   493,258
INVESTMENT MANAGEMENT FEES 1,654,955 1,654,955   0


TY 2022 TaxesSchedule
Name:
MAX M & MARJORIE S FISHER FOUNDATION
 
INC
EIN:
38-1784340
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM 990 TAXES 199,955 0   0
STATE TAXES 11,766 0   0