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

38-2876435
B Telephone number (see instructions)

(810) 233-0170
C 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$235,947,131J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 47,583 47,583  
4 Dividends and interest from securities... 4,700,333 4,884,103  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,333,454
b Gross sales price for all assets on line 6a 70,189,475
7 Capital gain net income (from Part IV, line 2)... 6,393,911
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
59,740 3,193  
12 Total. Add lines 1 through 11........ 11,141,110 11,328,790  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 282,896 2,829   280,067
14 Other employee salaries and wages...... 1,381,790 6,640   1,381,588
15 Pension plans, employee benefits....... 305,066 1,403   319,827
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
738 0   738
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,000 0   46,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
717,181 545,000   171,438
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
354,781 96,504   119,277
19 Depreciation (attach schedule) and depletion... 181,541 0  
20 Occupancy.............. 148,121 0   148,484
21 Travel, conferences, and meetings....... 56,579 0   55,262
22 Printing and publications.......... 3,568 0   3,564
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,728,675 635,905   2,293,178
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,207,936 1,288,281   4,819,423
25 Contributions, gifts, grants paid....... 7,469,858 7,156,790
26 Total expenses and disbursements. Add lines 24 and 25 13,677,794 1,288,281   11,976,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,536,684
b Net investment income (if negative, enter -0-) 10,040,509
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............. 231,179 507,296 507,296
2 Savings and temporary cash investments......... 6,812,597 4,570,928 4,570,928
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow593,466
Less: allowance for doubtful accounts right arrow0 736,633 593,466 593,466
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 53,086 121,106 121,106
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 191,341,590 Click to see attachment
List of Attached Documents:
// Content
149,875,965 		149,875,965
c Investments—corporate bonds (attach schedule)....... 18,727,523 Click to see attachment
List of Attached Documents:
// Content
18,413,008 		18,413,008
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).......... 66,435,759 Click to see attachment
List of Attached Documents:
// Content
55,218,536 		55,218,536
14 Land, buildings, and equipment: basis right arrow10,276,625
Less: accumulated depreciation (attach schedule) right arrow4,256,042 5,367,949 6,020,583 6,020,583
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
384,869 		Click to see attachment
List of Attached Documents:
// Content
626,243 		Click to see attachment
List of Attached Documents:
// Content
626,243
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 290,091,185 235,947,131 235,947,131
Liabilities 17 Accounts payable and accrued expenses.......... 120,011 118,691
18 Grants payable................. 732,000 1,256,500
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) Click to see attachment
List of Attached Documents:
// Content
1,623,000 		Click to see attachment
List of Attached Documents:
// Content
610,075
23 Total liabilities (add lines 17 through 22)......... 2,475,011 1,985,266
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 287,616,174 233,961,865
29 Total net assets or fund balances (see instructions)..... 287,616,174 233,961,865
30 Total liabilities and net assets/fund balances (see instructions). 290,091,185 235,947,131
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
287,616,174
2
Enter amount from Part I, line 27a .....................
2
-2,536,684
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
717,925
4
Add lines 1, 2, and 3 ..........................
4
285,797,415
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,835,550
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
233,961,865
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 MFO D&D SMID CAP VALUE FUND P   2022-12-31
b MFO D&D SMID CAP VALUE FUND P   2022-12-31
c MFO TOWLE FUND P   2022-12-31
d MFO TOWLE FUND P   2022-12-31
e MFO WESTFIELD A P   2022-12-31
MFO WESTFIELD A P   2022-12-31
FROM SCH K-1: ANRP (EPE AIV) LP P   2022-12-31
FROM SCH K-1: ANRP DE HOLDINGS LP P   2022-12-31
FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP P   2022-12-31
FROM SCH K-1: ANRP INTERNATIONAL HOLDINGS LP P   2022-12-31
FROM SCH K-1: APOLLO NATURAL RESOURCES PARTNERS P   2022-12-31
FROM SCH K-1: ARBORETUM VENTURES IV, L.P. P   2022-12-31
FROM SCH K-1: ARBORETUM VENTURES IV, L.P. P   2022-12-31
FROM SCH K-1: CROSSLINK VENTURES V LIQUIDATING FD P   2022-12-31
FROM SCH K-1: CROSSLINK VENTURES VI, L.P. P   2022-12-31
FROM SCH K-1: DFJ GROWTH 2013, LP P   2022-12-31
FROM SCH K-1: IMPACT VENTURES IV, LP P   2022-12-31
FROM SCH K-1: IMPACT VENTURES IV, LP P   2022-12-31
99632.128 SHS VANGUARD FTSE SOCIAL INDEX FUND P 2020-11-16 2022-01-06
270 SHS ALPHABET INC P 2017-01-11 2022-01-06
1860 SHS APPLE INC P 2014-01-29 2022-01-06
3970 SHS APPLE INC P 2013-03-12 2022-01-06
1200 SHS MICROSOFT CORP P 2020-03-24 2022-01-06
3900 SHS PAYPAL HOLDINGS INC P 2014-06-18 2022-01-06
2050 SHS QUALCOMM INC P 2015-11-19 2022-01-06
2850 SHS QUALCOMM INC P 2006-08-01 2022-01-06
405.726 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E P 2008-04-30 2022-01-31
206.274 SHS WEXFORD OFFSHORE SPECTRUM C-0000-E P 2011-08-01 2022-01-31
190294.957 SHS VANGUARD SHORT TERM INVESTMENT P 2022-01-31 2022-02-22
3030 SHS EXPEDIA INC P 2020-05-21 2022-02-24
5110 SHS WYNDHAM HOTELS & RESORTS INC P 2020-05-21 2022-02-24
132 SHS BRISTOL-MYERS SQUIBB CO P 2017-02-07 2022-04-06
8800 SHS BRISTOL-MYERS SQUIBB CO P 2016-10-11 2022-04-06
0 SHS WARNER BROS DISCOVERY INC SERIES P 2022-01-05 2022-04-18
10000 SHS FIRST AMERICAN FINANCIAL CORPORATION P 2021-09-29 2022-05-10
8350 SHS STARBUCKS CORP P 2022-01-26 2022-05-10
5300 SHS STARBUCKS CORP P 2020-01-29 2022-05-10
392186.858 SHS BLACKROCK TOTAL RETURN FUND P 2019-12-04 2022-05-16
4681 SHS WARNER BROS DISCOVERY INC P 2022-01-05 2022-07-11
5431 SHS WARNER BROS DISCOVERY INC P 2021-12-01 2022-07-11
185998.552 SHS VANGUARD SHORT TERM INVESTMENT P 2022-01-31 2022-07-21
148.722 SHS VANGUARD SHORT TERM INVESTMENT GRADE P 2009-02-27 2022-07-21
7299.818 SHS VANGUARD SHORT TERM INVESTMENT GRADE P 2008-10-31 2022-07-21
5639.431 SHS VANGUARD SHORT TERM INVESTMENT GRADE P 2008-12-31 2022-07-21
5912.103 SHS VANGUARD SHORT TERM INVESTMENT GRADE P 2008-11-28 2022-07-21
63245.392 SHS VANGUARD FTSE SOCIAL INDEX FUND P 2021-01-22 2022-08-23
123.041 SHS VANGUARD ULTRA SHORT TERM BOND P 2022-07-21 2022-10-03
104936.07 SHS VANGUARD ULTRA SHORT TERM BOND P 2022-07-21 2022-10-03
34500 SHS ISHARES ESG P 2020-11-19 2022-10-12
30640 SHS ISHARES ESG P 2020-12-07 2022-10-12
34500 SHS ISHARES ESG P 2020-11-20 2022-10-12
30640 SHS ISHARES ESG P 2020-12-04 2022-10-12
30640 SHS ISHARES ESG P 2020-12-08 2022-10-12
34500 SHS ISHARES ESG P 2020-11-17 2022-10-12
34500 SHS ISHARES ESG P 2020-11-18 2022-10-12
30640 SHS ISHARES ESG P 2020-12-10 2022-10-12
30640 SHS ISHARES ESG P 2020-12-09 2022-10-12
34500 SHS ISHARES ESG P 2020-11-16 2022-10-12
38225 SHS ISHARES ESG P 2021-03-15 2022-10-12
104500 SHS ISHARES P 2022-10-12 2022-11-15
2100 SHS META PLATFORMS INC P 2022-02-24 2022-12-16
2250 SHS META PLATFORMS INC P 2020-01-30 2022-12-16
1400 SHS META PLATFORMS INC P 2020-02-24 2022-12-16
FROM SCH K-1: HUNTER POINT CAPITAL INVESTORS LP P   2022-12-31
FROM SCH K-1: HUNTER POINT CAPITAL INVESTORS LP P   2022-12-31
FROM SCH K-1: IMPACT VENTURES III, LP P   2022-12-31
FROM SCH K-1: TACONIC CRE DISLOCATION FUND, LP P   2022-12-31
FROM SCH K-1: TACONIC CRE DISLOCATION FUND II, LP P   2022-12-31
FROM SCH K-1: TACONIC CRE DISLOCATION FUND II, LP P   2022-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,267,586   4,377,359 -109,773
b 3,350,815   2,514,440 836,375
c 6,773,388   7,944,041 -1,170,653
d 6,676,391   4,640,703 2,035,688
e 1,194,159   1,753,188 -559,029
880,129   869,124 11,005
3,797     3,797
25,837     25,837
4,081     4,081
25,034     25,034
    6,551 -6,551
1,143     1,143
260,817     260,817
    3 -3
2,990     2,990
56,473     56,473
29     29
    1,913 -1,913
3,250,000   2,516,013 733,987
747,325   217,344 529,981
321,668   33,329 288,339
686,572   61,116 625,456
379,437   174,433 205,004
753,806   116,853 636,953
381,126   97,761 283,365
529,858   93,961 435,897
4,209,758   2,119,991 2,089,767
2,140,275   1,319,105 821,170
2,000,000   2,022,835 -22,835
562,338   236,688 325,650
422,177   238,841 183,336
9,892   6,860 3,032
659,473   440,401 219,072
3   4 -1
589,916   676,517 -86,601
610,785   815,683 -204,898
387,684   456,514 -68,830
4,121,884   4,674,867 -552,983
63,334   125,162 -61,828
73,482   124,642 -51,160
1,882,305   1,977,165 -94,860
1,505   1,449 56
73,874   70,589 3,285
57,071   54,533 2,538
59,830   56,756 3,074
1,750,000   1,714,146 35,854
2,419   2,433 -14
2,063,043   2,074,586 -11,543
803,850   903,534 -99,684
713,912   802,459 -88,547
803,850   903,445 -99,595
713,912   802,131 -88,219
713,912   802,152 -88,240
803,850   903,058 -99,208
803,850   903,069 -99,219
713,912   801,925 -88,013
713,912   801,478 -87,566
803,850   902,241 -98,391
890,643   993,850 -103,207
8,479,484   8,479,130 354
255,060   419,899 -164,839
273,279   469,108 -195,829
170,040   279,049 -109,009
7     7
9     9
173     173
57,788     57,788
    1,137 -1,137
3,617     3,617
157,056     157,056
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       -109,773
b       836,375
c       -1,170,653
d       2,035,688
e       -559,029
      11,005
      3,797
      25,837
      4,081
      25,034
      -6,551
      1,143
      260,817
      -3
      2,990
      56,473
      29
      -1,913
      733,987
      529,981
      288,339
      625,456
      205,004
      636,953
      283,365
      435,897
      2,089,767
      821,170
      -22,835
      325,650
      183,336
      3,032
      219,072
      -1
      -86,601
      -204,898
      -68,830
      -552,983
      -61,828
      -51,160
      -94,860
      56
      3,285
      2,538
      3,074
      35,854
      -14
      -11,543
      -99,684
      -88,547
      -99,595
      -88,219
      -88,240
      -99,208
      -99,219
      -88,013
      -87,566
      -98,391
      -103,207
      354
      -164,839
      -195,829
      -109,009
      7
      9
      173
      57,788
      -1,137
      3,617
      157,056
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 6,393,911
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) 1 139,563
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........................... 3 139,563
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- ..... 5 139,563
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 151,856
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 166,856
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 0
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 27,293
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow27,293 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
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 arrowHTTP://WWW.RUTHMOTTFOUNDATION.ORG
14
The books are in care ofright arrowCONNIE M PALMER DIR FIN ADMIN Telephone no.right arrow (810) 233-0170

Located atright arrow111 EAST COURT STREET SUITE 3CFLINTMI ZIP+4right arrow485021649
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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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
MARYANNE MOTT CHAIR
15.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
JOSEPH ROBINSON TREASURER
5.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
SHANNON EASTER WHITE SECRETARY
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
ROBERT PESTRONK TRUSTEE
3.50 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
CHARLES MEYNET TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
MARISE MOTT MEYNET STEWART TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
KYLE MCCREE VICE CHAIR
3.50 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
DEBRA FURR-HOLDEN TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
JA'NEL JAMERSON TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
RAQUEL THUEME PRESIDENT
50.00 		282,896 37,051 0
111 E COURT ST SUITE 3C
FLINT,MI48502
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
RAQUEL ROBINSON VICE PRESIDENT OF PR
50.00 		187,579 34,295 0
111 E COURT ST SUITE 3C
FLINT,MI48502
ELIZABETH JORDAN SENIOR PROGRAM OFFIC
40.00 		137,146 31,937 0
111 E COURT ST SUITE 3C
FLINT,MI48502
TODD BAKOS DIRECTOR OF ESTATE O
50.00 		130,872 34,981 0
111 E COURT ST SUITE 3C
FLINT,MI48502
KRISTIN LONGLEY DIRECTOR OF COMMUNIC
50.00 		134,963 18,093 0
111 E COURT ST SUITE 3C
FLINT,MI48502
TRYPHENA CLARKE COMMUNITY ENGAGEMENT
40.00 		129,471 16,345 0
111 E COURT ST SUITE 3C
FLINT,MI48502
Total number of other employees paid over $50,000...................right arrow 14
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
MFO MANAGEMENT COMPANY INVEST. MGMT. & CONSULTING & ACCTG 560,000
111 E COURT ST SUITE 3D
FLINT,MI48502
TRUE IMPACT LLC GRANTEE OUTCOME TRACKING SYSTEM & SW 62,500
74 KENT STREET 10
BROOKLINE,MA02445
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 GENERAL INFORMATION - SEE STATEMENT 25 0
2 PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 26 1,182,864
3 COLLECTIONS - SEE STATEMENT 27 387,710
4 APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 28 498,984
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 EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE OPERATES THE FLINT DEVELOPMENT CENTER NEIGHBORHOOD HUB, WHICH PROVIDES ONSITE SERVICES FOR YOUTH AND THE NORTH SIDE COMMUNITY IN FLINT. THE FUNDS WERE USED TO REFINANCE CONSOLIDATE LOANS PAY OFF AND CONSOLIDATE BANK LOANS AT A BETTER INTEREST RATE USING THE HUB BUILDING AS COLLATERAL. 302,554
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow302,554
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
194,513,924
b
Average of monthly cash balances.......................
1b
8,969,250
c
Fair market value of all other assets (see instructions)................
1c
44,133,205
d
Total (add lines 1a, b, and c).........................
1d
247,616,379
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
247,616,379
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,714,246
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
243,902,133
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,195,107
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
12,195,107
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
139,563
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,665
c
Add lines 2a and 2b............................
2c
144,228
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,050,879
4
Recoveries of amounts treated as qualifying distributions................
4
15,794
5
Add lines 3 and 4............................
5
12,066,673
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
12,066,673
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
11,976,213
b
Program-related investments—total from Part VIII-B..................
1b
302,554
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
749,230
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
13,027,997
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 12,066,673
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 12,657,211
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 13,027,997
a Applied to 2021, but not more than line 2a 12,657,211
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..... 370,786
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		11,695,887
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) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
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 e-mail address of the person to whom applications should be addressed:
RUTH MOTT FOUNDATION
111 E COURT ST SUITE 3C
FLINT,MI485021649
(810) 233-0170
bThe form in which applications should be submitted and information and materials they should include:
POTENTIAL GRANTEES ARE ENCOURAGED TO GO TO WWW.RUTHMOTTFOUNDATION.ORG FOR INFORMATION ON THE RUTH MOTT FOUNDATION GRANT PROCESS AND GUIDELINES.
cAny submission deadlines:
BOARD APPROVES GRANTS 3 TIMES A YEAR (FEB/MARCH, JUNE & OCT). SEE WEBSITE FOR SPECIFIC DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE RUTH MOTT FOUNDATION BELIEVES IN COMMUNITY VITALITY, WHICH EMERGES FROM SAFE AND VIBRANT NEIGHBORHOODS THAT ARE HOME TO HEALTHY, FINANCIALLY SECURE FAMILIES AND CHILDREN. TO ACHIEVE THIS IN OUR COMMUNITY, WE ARE FOCUSING OUR EFFORTS ON NORTH FLINT, THE AREA WHERE WE BELIEVE OUR EFFORTS CAN MAKE THE BIGGEST DIFFERENCE. WE DEFINE NORTH FLINT AS THE CITY LIMITS ON THE WEST, NORTH AND EAST, AND FLUSHING ROAD/5TH AVENUE/LONGWAY BOULEVARD CORRIDOR TO THE SOUTH. GRANTS MUST ADDRESS YOUTH, SAFETY, ECONOMIC OPPORTUNITY, OR NEIGHBORHOODS. MORE SPECIFIC GUIDELINES CAN BE FOUND ON THE FOUNDATION'S WEBSITE - WWW.RUTHMOTTFOUNDATION.ORG.
Form 990-PF (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

ACTIVE BOYS IN CHRIST

2715 N AVERILL AVE
FLINT,MI48506 		NONE PC ABC YOUTH PROJECT 2022 38,400

AFRICAN DRUM AND DANCE PARENTS ASSOCIATION

PO BOX 310108
FLINT,MI48531 		NONE PC GENERAL OPERATING SUPPORT 2022 30,000

ALWAYS HOPE MINISTRIES INC

9052 N IRISH RD SUITE 3C
MT MORRIS,MI48458 		NONE PC YOUTH SUMMER PROGRAM: PREVENT 2022 12,300

ASBURY COMMUNITY DEVELOPMENT CORPORATION

1653 DAVISON ROAD
FLINT,MI48506 		NONE PC GENERAL OPERATING SUPPORT 2022 112,500

BANGTOWN STUDIO ON THE GO

615 S SAGINAW ST SUITE 6019
FLINT,MI48502 		NONE PC STUDIO ON THE GO 2022 36,200

BETHEL UNITED METHODIST CHURCH

1309 N BALLENGER HWY
FLINT,MI48504 		NONE PC FLINT FREEDOM SCHOOL COLLABORATIVE 2022-2023 45,000

BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY

1176 ROBERT T LONGWAY BLVD
FLINT,MI48503 		NONE PC OUT OF SCHOOL TIME MENTORING PROGRAM 2023 65,000

BOYS AND GIRLS CLUB OF GREATER FLINT

3701 N AVERILL AVE
FLINT,MI48506 		NONE PC GENERAL OPERATING SUPPORT 2022 80,000

CENTER FOR HIGHER EDUCATIONAL ACHIEVEMENT (CHEA)

2002 MARYLAND AVE SUITE A
FLINT,MI48506 		NONE PC CHEA NORTH FLINT ADULT EDUCATION PROGRAM 2022-2024 70,000

CHILD CARE NETWORK WASHTENAW REGIONAL 4C

3941 RESEARCH PARK DRIVE SUITE C
ANN ARBOR,MI48108 		NONE PC FAMILY SUPPORT PROGRAM 2023 75,000

CHILD CARE NETWORK WASHTENAW REGIONAL 4C

3941 RESEARCH PARK DRIVE SUITE C
ANN ARBOR,MI48108 		NONE PC FAMILY SUPPORT PROGRAM 2021 50,000

CITY OF FLINT

1101 SOUTH SAGINAW STREET CITY HALL
FLINT,MI48502 		NONE GOV IMAGINE FLINT NEIGHBORHOOD PLANNING INITIATIVE 2022 202,000

CLINGMAN FOUNDATION

3600 S DORT HWY SUITE 32A
FLINT,MI48507 		NONE PC ACADEMIC IMPROVEMENT COLLEGE READINESS PROGRAM 2022 32,000

COMMUNITY FOUNDATION OF GREATER FLINT

500 S SAGINAW STREET SUITE 200
FLINT,MI48502 		NONE PC NEIGHBORHOOD SMALL GRANTS PROGRAM & VOC 2022-2024 165,000

COMMUNITY FOUNDATION OF GREATER FLINT

500 S SAGINAW STREET SUITE 200
FLINT,MI48502 		NONE PC RMF DONOR ADVISED FUND 2022 1,910,000

COUNCIL OF MICHIGAN FOUNDATIONS

125 OTTAWA AVE NW SUITE 437
GRAND RAPIDS,MI49418 		NONE PC PHILANTHROPIC CAPACITY 2022 15,300

CPSA COURIER INC

109 WELCH BOULEVARD 1
FLINT,MI48503 		NONE PC COURIER GENERAL OPERATING SUPPORT 2022-2023 45,000

CRIME STOPPERS OF FLINT AND GENESEE COUNTY

210 E FIFTH ST
FLINT,MI48502 		NONE PC NORTH FLINT PROJECT 2022 61,000

EL BALLET FOLKLORICO ESTUDIANTIL

5211 E CARPENTER RD
FLINT,MI48506 		NONE PC MEXICAN FOLKLORICO PROGRAMS FOR RICHFIELD PUBLIC SCHOOLS 2022 17,750

EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE

4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2022-2024 150,000

FAIR FOOD NETWORK

1250 NORTH MAIN STREET NORTH SUITE
ANN ARBOR,MI48104 		NONE PC DOUBLE UP FOOD BUCKS 2022 50,000

FERRIS WHEEL INNOVATION CENTER DBA 100K IDEAS

615 S SAGINAW ST
FLINT,MI48502 		NONE PC 100K NORTH FLINT PROGRAMMING INITIATIVE 2022 40,000

FIRST CHILDREN'S FINANCE

60 EAST MILWAUKEE PO BOX 6782
DETROIT,MI48202 		NONE PC "COMMUNITY CONVERSATIONS PLUS" PROGRAM 2022 75,000

FLINT AND GENESEE CHAMBER FOUNDATION

519 S SAGINAW STREET STE 200
FLINT,MI48502 		NONE PC 2022 SUMMER YOUTH INITIATIVE 75,000

FLINT AND GENESEE CHAMBER FOUNDATION

519 S SAGINAW STREET SUITE 200
FLINT,MI48502 		NONE PC FLINTSIDE: ON THE GROUND 2022 37,300

FLINT INSTITUTE OF SCIENCE & HISTORY

1221 E KEARSLEY STREET
FLINT,MI48503 		NONE PC C. S. MOTT FOUNDATION TRIBUTE WALL 10,000

FLINT INSTITUTE OF SCIENCE & HISTORY

1221 E KEARSLEY STREET
FLINT,MI48503 		NONE PC NORTH FLINT COLLABORATION 2022 100,000

FLINT JACKSON PARK YOUTH LEAGUE

PO BOX 755
FLINT,MI48501 		NONE PC JACKSON PARK YOUTH ENGAGEMENT PROJECT - RBI 2022 17,000

FLOYD J MCCREE THEATRE

4601 CLIO ROAD
FLINT,MI48504 		NONE PC PERFORMING ARTS PROGRAMS FOR YOUTH 35,000

FRIENDS OF BERSTON

3300 N SAGINAW STREET
FLINT,MI48505 		NONE PC IN MEMORY OF BRYANT NOLDEN 5,000

GEARUP2LEAD

4119 N SAGINAW ST
FLINT,MI48505 		NONE PC FLINT YOUTH ENGAGEMENT CENTER & COALITION 2022 30,000

GENESEE COUNTY HABITAT FOR HUMANITY

101 BURTON STREET
FLINT,MI48503 		NONE PC OWNER-OCCUPIED REPAIR PROGRAM 2022 100,000

GENESEE COUNTY LAND BANK AUTHORITY

452 SOUTH SAGINAW STREET
FLINT,MI48502 		NONE PC CLEAN AND GREEN 2023 267,400

GENESEE COUNTY PARKS AND RECREATION COMMISSION

5045 STANLEY ROAD
FLINT,MI48506 		NONE GOV NORTH FLINT PUBLIC SAFETY STRATEGY 2022 390,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW SUITE 650
WASHINGTON,DC20005 		NONE PC GEO PHILANTHROPIC CAPACITY 2022 5,090

INVOLVEDDAD

2712 SAGINAW STREET SUITE 119
FLINT,MI48505 		NONE PC IMPACT/FAMILY MATTERS - FATHER ENGAGEMENT 2023 75,000

LOCAL INITIATIVES SUPPORT CORPORATION

111 E COURT ST SUITE 1E
FLINT,MI48502 		NONE PC LISC FLINT STRATEGY 2022-2025 125,000

MADE INSTITUTE

503 GARLAND ST
FLINT,MI48503 		NONE PC GENERAL OPERATING SUPPORT 2022 115,000

METRO COMMUNITY DEVELOPMENT INC

1174 ROBERT T LONGWAY BLVD
FLINT,MI48503 		NONE PC NORTH FLINT NEIGHBORHOOD AND BUSINESS REVITALIZATION PROJECT 150,000

METRO COMMUNITY DEVELOPMENT INC

1174 ROBERT T LONGWAY BLVD
FLINT,MI48503 		NONE PC NORTH FLINT VOTER EDUCATION PROJECT 2022 25,000

MICHIGAN DEPARTMENT OF CIVIL RIGHTS

3054 W GRAND BLVD SUITE 3-600
DETROIT,MI48202 		NONE GOV 2022 CIVIL RIGHTS SUMMIT 5,000

MICHIGAN LEAGUE FOR PUBLIC POLICY

1223 TURNER STREET
LANSING,MI48906 		NONE PC EMPOWERING NORTH FLINT RESIDENTS 2022-2024 40,000

MICHIGAN MUNICIPAL LEAGUE FOUNDATION

1675 GREEN ROAD
ANN ARBOR,MI48105 		NONE PC TRIBUTE TO WOODROW STANLEY 500

MOTHERLY INTERCESSION

PO BOX 311109
FLINT,MI48531 		NONE PC READING AND COUNTING TO SUCCEED 2022 45,000

MOTT COMMUNITY COLLEGE

1401 E COURT ST CURTICE-MOTT
COMPLEX-CM1117K
FLINT,MI48503 		NONE GOV BALLENGER EMINENT PERSONS LECTURE SERIES 10,000

MOTT COMMUNITY COLLEGE

1401 E COURT ST CURTICE-MOTT
COMPLEX-CM1117K
FLINT,MI48503 		NONE GOV FGLN OPERATING SUPPORT 2022-2024 63,500

N SPIRE U COMMUNITY ORGANIZATION

PO BOX 1229
FLINT,MI48501 		NONE PC PREPARING YOUTH FOR ADULTHOOD & TALENT AND SKILL DEVELOPMENT CAMPS 750

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		NONE PC PHILANTHROPIC CAPACITY 2022 4,900

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC THE PORCH PROJECT 2022 41,100

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC BROWNELL BOULEVARD COALITION 2022 STORYTIME IN THE GARDEN 1,000

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2023 105,000

NORTH FLINT REINVESTMENT CORPORATION INC

1159 EAST FOSS AVENUE
FLINT,MI48505 		NONE PC NORTH FLINT GROCERY STORE 250,000

PEAK GRANTMAKING

1666 K STREET NW SUITE 440
WASHINGTON,DC20006 		NONE PC PEAK PHILANTHROPIC CAPACITY 2022 3,000

PROJECT SYNCERE INC

9012 S STONY ISLAND AVENUE
CHICAGO,IL60617 		NONE PC STEMLETICS 2022 PROGRAM 45,000

PROMOTE THE VOTE FUND

5859 W SAGINAW HWY 312
LANSING,MI48917 		NONE PC CIVIC ENGAGEMENT SUPPORTS-VOTER HOTLINE 10,000

RE-CONNECTIONS INC

PO BOX 51
FENTON,MI48430 		NONE PC GENERAL OPERATING SUPPORT 2022 25,000

SAFE & JUST MICHIGAN

521 SEYMOUR AVE
LANSING,MI48933 		NONE PC NATION OUTSIDE FLINT CHAPTER 2022 50,000

SIPI INC

4122 MARTIN LUTHER KING AVE
FLINT,MI48504 		NONE NC 2022-23 NORTH FLINT CAPACITY BUILDING 136,000

SPECIALIZED EMPLOYMENT SERVICES INC DBA FLINT STRIVE

1108 LAPEER RD
FLINT,MI48503 		NONE PC NORTHSIDE IMPACT STRATEGIC PLAN 2022 140,000

SPHINX ORGANIZATION

2200 HUNT STREET SUITE 461
DETROIT,MI48207 		NONE PC SPHINX OVERTURE:MUSIC EDUCATION & YOUTH DEVELOPMENT PROGRAM 2022 47,500

ST LUKE NEW LIFE CENTER INC

3115 LAWNDALE AVENUE
FLINT,MI48504 		NONE PC NORTH FLINT SOCIAL ENTERPRISES 2021-2023 100,000

STEMLETICS ACADEMY

3281 TALL OAKS CT
FLINT,MI48532 		NONE PC STEMLETICS E-SPORTS LEAGUE 25,000

SYLVESTER BROOME EMPOWERMENT VILLAGE

4119 N SAGINAW ST
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2021-2023 150,000

SYLVESTER BROOME EMPOWERMENT VILLAGE

4119 N SAGINAW ST
FLINT,MI48505 		NONE PC NORTH FLINT NEIGHBORHOOD ACTION COUNCIL 2021-2023 50,000

TAPOLOGY INC

2145 ARMSTRONG PO BOX 5040
FLINT,MI48505 		NONE PC TAPOLOGY GENERAL OPERATING SUPPORT 2022 60,000

TAPOLOGY INC

2145 ARMSTRONG PO BOX 5040
FLINT,MI48505 		NONE PC TAPOLOGY GENERAL OPERATING SUPPORT 2022 30,000

THE FLINT INSTITUTE OF MUSIC INC

1025 EAST KEARSLEY STREET
FLINT,MI48503 		NONE PC COMMUNITY PROGRAMS 2022-23 44,300

UNITED WAY OF GENESEE COUNTY

111 E COURT ST SUITE 3A
FLINT,MI48502 		NONE PC UWGC GENERAL OPERATING SUPPORT 2022-2023 220,000

UNITED WAY OF GENESEE COUNTY

111 E COURT ST SUITE 3A
FLINT,MI48502 		NONE PC FRIENDS OF BERSTON - GENERAL OPERATING SUPPORT 2021-2023 100,000

URBAN RENAISSANCE CENTER

2505 N CHEVROLET AVENUE
FLINT,MI48504 		NONE PC GENERAL OPERATING SUPPORT 2022-2023 157,500

URBAN RENAISSANCE CENTER

2505 N CHEVROLET AVENUE
FLINT,MI48504 		NONE PC URC GENERAL OPERATING SUPPORT 2022-2023 157,500

YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT

411 EAST THIRD STREET
FLINT,MI48503 		NONE PC SAFE PLACES 2022-2023 100,000
Total .................................right arrow 3a 7,156,790
bApproved for future payment

ASBURY COMMUNITY DEVELOPMENT CORPORATION
1653 DAVISON ROAD
FLINT,MI48506 		NONE PC GENERAL OPERATING SUPPORT 2022 - 2024 112,500

BOYS AND GIRLS CLUB OF GREATER FLINT
3701 N AVERILL AVE
FLINT,MI48506 		NONE PC BGC GENERAL OPERATING SUPPORT 2023 80,000

COMMUNITY FOUNDATION OF GREATER FLINT
500 S SAGINAW STREET SUITE 200
FLINT,MI48502 		NONE PC NEIGHBORHOOD SMALL GRANTS PROGRAM & VOC 2022-2024 165,000

CPSA COURIER INC
109 WELCH BOULEVARD 1
FLINT,MI48503 		NONE PC COURIER GENERAL OPERATING SUPPORT 2022-2023 41,000

EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE
4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2022-2024 150,000

FLINT POLICE FOUNDATION
1370 NICOLET PLACE
DETROIT,MI48207 		NONE PC ENHANCED AND INTEGRATED BLIGHT ELIMINATION AND COMMUNITY POLICING (2022-2024) 210,000

GENESEE COUNTY PARKS AND RECREATION COMMISSION
5045 STANLEY ROAD
FLINT,MI48506 		NONE PC NORTH FLINT PUBLIC SAFETY STRATEGY 2022 10,000

HISPANIC TECHNOLOGY AND COMMUNITY CENTER DBA LATINX TECHNOLOGY AND COMMUNIT
2101 LEWIS STREET
FLINT,MI48506 		NONE PC LTCC GENERAL OPERATING SUPPORT 2022-2024 150,000

LEGAL SERVICES OF EASTERN MICHIGAN
436 S SAGINAW STREET SUITE 101
FLINT,MI48502 		NONE PC NORTH FLINT LEGAL OUTREACH PROGRAM 2023 59,500

LOCAL INITIATIVES SUPPORT CORPORATION
111 E COURT ST SUITE 1E
FLINT,MI48502 		NONE PC LISC FLINT STRATEGY 2022-2025 175,000

MICHIGAN LEAGUE FOR PUBLIC POLICY
1223 TURNER STREET
LANSING,MI48906 		NONE PC EMPOWERING NORTH FLINT RESIDENTS 2022-2024 40,000

MOTT COMMUNITY COLLEGE
1401 E COURT ST CURTICE-MOTT
COMPLEX-CM1117K
FLINT,MI48503 		NONE GOV FGLN OPERATING SUPPORT 2022-2024 63,500
Total ................................. right arrow 3b 1,256,500
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 ........... 		    14 47,583  
4 Dividends and interest from securities .... 211100 20,935 14 4,679,398  
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 6,333,454  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a"HUGS AROUND YOUR NECK" BOOK SALES 		        10
bAPPLEWOOD 100TH ANNIVERSARY BOOK SALES         362
cCS MOTT BIOGRAPHY BOOK SALES         66
dMISCELLANEOUS INCOME         56,109
eINTEREST INCOME FROM PROGRAM-RELATED INVESTMENT         3,193
12 Subtotal. Add columns (b), (d), and (e) .. 20,935 11,060,435 59,740
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,141,110
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A "HUGS AROUND YOUR NECK" BOOK SALES - A CHILDREN'S BOOK WAS WRITTEN BY APPLEWOOD STAFF IN MEMORY OF ONE OF RUTH MOTT'S FORMER EMPLOYEES. THE BOOK IS SCIENTIFICALLY ACCURATE AND TOUCHES ON THE THEMES OF SCIENCE, INCLUDING BUTTERFLIES AND FLOWERS, AND DIVERSITY AND INCLUSION. THE MAIN PURPOSE OF THE BOOK IS TO BE USED AS A PROGRAMMING TOOL FOR YEARS TO COME. IT IS ALSO BEING SOLD TO THE GENERAL PUBLIC.
11B "APPLEWOOD - THE CHARLES STEWART MOTT ESTATE, ONE HUNDRED YEARS OF STORIES, 1916-2016"- THE BOOK RECOUNTS STORIES OF THE MOTT FAMILY AND THEIR LIVES AT APPLEWOOD. AFTER C.S.'S PASSING HIS WIDOW, RUTH, WANTED TO SHARE HIS STORY AND BEGAN A RESTORATION PROCESS WITH INTENTIONS OF EVENTUALLY OPENING APPLEWOOD TO THE PUBLIC. THE BOOK PROVIDES ACCESS AND INSIGHTS THAT YOU CANNOT FIND IN PUBLIC RECORDS. IN MR. MOTT'S OWN WORDS YOU WILL READ OF THE KEEN INTEREST HE TOOK IN EVERY DETAIL OF THE LANDSCAPING AND GARDENS. THE BOOK SHARES THE STORIES OF THE PEOPLE WHO LIVED THERE, WORKED THERE, OR SIMPLY VISITED AND CELEBRATES THE UNIQUE AND LARGELY PRIVATE PAST OF APPLEWOOD. IT PRESENTS PHOTOS AND DETAILS OF FURNISHINGS, ARTWORK AND THE LANDSCAPE THAT SURROUNDS IT. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
11C "THE LIFE OF CHARLES STEWART MOTT"-THE BOOK REFLECTS THE LIFE OF MOTT WHOSE NAME TODAY IS MOST WIDELY RECOGNIZABLE WHEN USED IN CONNECTION WITH THE WORD FOUNDATION. BUT PHILANTHROPY IS ONLY ONE REASON THE LIFE OF MOTT - ENTREPRENEUR, INDUSTRIALIST, BANKER, MAYOR, AND SOMETIMES EVEN COWBOY IS WORTH KNOWING ABOUT TODAY. MOTT WAS BORN TEN YEARS AFTER THE DEATH OF ABRAHAM LINCOLN AND ONE YEAR BEFORE THE 1876 CENTENNIAL OF THE FOUNDING OF THE UNITED STATES. HE NOT ONLY LIVED THROUGH THE MOST DRAMATIC TECHNOLOGICAL SHIFT AND PERIOD OF ECONOMIC GROWTH THAT HAD YET BEEN KNOWN, BUT HE ACTIVELY PARTICIPATED IN AND CONTRIBUTED TO THESE EVENTS AS A MAJOR INNOVATOR AND LEADER AT GENERAL MOTORS, AS A PUBLIC OFFICIAL, AND AS A PHILANTHROPIST. THIS VIVID BIOGRAPHY PORTRAYS A COMPLEX, BRILLIANT, OFTEN CONTRADICTORY, AND ULTIMATELY FASCINATING MAN. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
11D "INTEREST INCOME FROM PROGRAM-RELATED INVESTMENT" - REFER TO STATEMENT 20 FOR ADDITIONAL INFORMATION.
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)
Yes
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1b(6) 266,692 SMALL BUSINESS ASSOCIATION OF MI (HEALTH INS PROVIDER) GROUP HEALTH INSURANCE
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING MANAGEMENT FEE 15,000 0   15,000
AUDIT FEE 32,000 0   31,000

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

TY 2022 ExpenditureResponsibilityStmt
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SIPI INC
  		4122 MARTIN LUTHER KING AVE
FLINT,MI48505 		2022-10-29 136,000 THE GRANT TO SIPI, INC. WOULD RENEW PROJECT SUPPORT TO SIPI, INC. TO PROVIDE CAPACITY BUILDING SERVICES INCLUDING WORKSHOPS, A COHORT PROGRAM, BOARD MEMBER RECRUITMENT, AND EMBEDDED SUPPORTS TO NORTH FLINT NONPROFIT ORGANIZATIONS. VERFICATION DATES:2023- 1/13, 1/30, 3/14, 6/6* - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. 136,000 GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 6/6/2023*   THE RUTH MOTT FOUNDATION WILL REVIEW THE FINAL REPORT, WHICH IS DUE ON DECEMBER 15, 2023. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).
SIPI INC
  		4122 MARTIN LUTHER KING AVE
FLINT,MI48505 		2021-10-29 133,250 THE GRANT TO SIPI, INC . WOULD RENEW PROJECT SUPPORT TO SIPI TO PROVIDE CAPACITY BUILDING WORKSHOPS, COHORTS, AND FOLLOW-UP SUPPORT FOR IMPLEMENTATION OF STRATEGIC ACTION PLANS TO ORGANIZATIONS SERVING NORTH FLINT.VERFICATION DATES:2022- 1/13, 3/21*, 4/4, 4/20, 5/2, 5/11, 7/14*, 8/30, 12/13** - INDICATES ACTUAL REPORTING REQUIREMENT VERIFICATION DATES. ALL OTHER DATES ARE CHECK INS. 133,250 GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 3/30/2022, 7/14/2022, 12/13/22, 1/20/2023   THE RUTH MOTT FOUNDATION REVIEWED THE FINAL REPORT, WHICH WAS SUBMITTED ON DECEMBER 13, 2022 WITH ADDITIONAL INFORMATION PROVIDED ON JANUARY 20, 2023. THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).

TY 2022 GeneralExplanationAttachment
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Identifier Return Reference Explanation
GENERAL PART VIII-A THE RUTH MOTT FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED BY RUTH MOTT, A PHILANTHROPIST AND WIFE OF AUTOMOTIVE PIONEER CHARLES STEWART MOTT, TO EXTEND THE FOUNDER'S PHILANTHROPIC LEGACY IN HER CHOSEN COMMUNITY OF FLINT, MICHIGAN. THE FOUNDATION'S MISSION IS TO ADVOCATE, STIMULATE, AND SUPPORT COMMUNITY VITALITY THROUGH GRANTMAKING AND ITS OPERATION OF APPLEWOOD: THE CHARLES STEWART MOTT ESTATE ("APPLEWOOD"). AS A FOUNDATION ADMINISTERED PROGRAM, APPLEWOOD IS OPEN TO THE PUBLIC FREE OF CHARGE, AND IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE ESTATE'S BEAUTIFUL SURROUNDINGS WEAVE TOGETHER THE MOTT FAMILY'S PAST AND PRESENT DEDICATION TO SERVING THE NEEDS OF THE COMMUNITY. IN THAT TRADITION, THE RUTH MOTT FOUNDATION OFFERS ITS RESIDENT EXPERTISE IN GRANTMAKING, HORTICULTURE, HISTORIC PRESERVATION, AND OTHER AREAS TO BENEFIT THE COMMUNITY; PROVIDES PUBLIC GARDEN AND HOUSE TOURS; AND CONDUCTS WORKSHOPS, TRAININGS, FIELD TRIPS, PUBLIC PROGRAMS, AND CONVENINGS. THE HOUSE AND GROUNDS HAVE BEEN TRANSFORMED INTO AN INTERACTIVE EXPERIENCE INCLUDING NUMEROUS EXHIBITS. THE ESTATE IS NORMALLY OPEN THURSDAY-SUNDAY, MAY-OCTOBER. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES.
PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,182,864 PART VIII-A THE RUTH MOTT FOUNDATION PRESERVES AND MAINTAINS THE HISTORIC APPLEWOOD ESTATE AS A COMMUNITY RESOURCE AND DESIGNS, DELIVERS, AND SUPPORTS COMMUNITY PROGRAMS TO ENCOURAGE COMMUNITY VITALITY IN THE GREATER FLINT AREA. A STAFF OF HORTICULTURISTS ALONG WITH HELP FROM SEASONAL AND CONTRACTUAL WORKERS AND PARTNERSHIPS SUPPORT THE DESIGN AND CONTINUOUS MAINTENANCE OF THE ESTATE'S EXTENSIVE GARDENS AND LANDSCAPE, WHICH PROVIDE BEAUTY AND A SITE FOR PUBLIC PROGRAMMING. DURING 2022, APPLEWOOD HORTICULTURE STAFF MAINTAINED THE GARDENS, ORCHARDS, AND GROUNDS AND PREPARED THEM FOR THE FOLLOWING SEASON, INCLUDING PLANTING 4,000 TULIP BULBS. THE 2022 FRUIT HARVEST INCLUDED PLUMS, TART CHERRIES, PEARS, PEACHES, APPLES, BLUEBERRIES, SASKATOONS, AND CRABAPPLES. THE FRESH FRUITS AND VEGETABLES WERE AVAILABLE AT NO COST TO GUESTS DURING OPEN HOURS, PROCESSED FOR FUTURE PROGRAMMING, OR DONATED TO LOCAL NONPROFITS. IN TOTAL, 336 BUSHELS OF APPLES WERE HARVESTED.THE TASTE OF APPLEWOOD PROGRAM AT THE START OF THE SEASON INCLUDED APPLE JELLY MADE FROM APPLES HARVESTED IN PREVIOUS SEASONS, ILLUSTRATING THE IMPORTANCE OF PRESERVING FROM TIMES OF PLENTY SO THAT FOOD IS AVAILABLE YEAR-ROUND, JUST AS THE MOTTS DID. AS THE SEASON PROGRESSED, FRESH PRODUCE WAS PROVIDED. APPLE TASTING WAS EXPANDED TO INCLUDE A BROADER ARRAY OF APPLE VARIETIES. THIS ALLOWED VISITORS TO TASTE AND TAKE HOME FOR COOKING OR BAKING MANY DIFFERENT TYPES OF APPLES THEY DON'T SEE IN SUPERMARKETS. HORTICULTURE STAFF SUPPORTED THE NEW "IN THE GARDENS" PROGRAM TO SHARE WITH VISITORS THEIR KNOWLEDGE AND EXPERTISE IN TOPICS SUCH AS GARDENING, LAWN CARE, GARDEN CLEANUP, AND FLOWER DRYING. CARING FOR YARDS AND GARDENS WAS HIGHLIGHTED AS A FORM OF CIVIC PARTICIPATION.
COLLECTIONS $387,710 PART VIII-A THE PRESERVATION AND CONSERVATION OF THE ESTATE'S HISTORICAL OBJECTS CONTINUED IN 2022 THROUGH REGULAR CLEANING AND MAINTENANCE. THE COLLECTION CONTAINS MORE THAN 350,000 ITEMS, INCLUDING THE APPLEWOOD HOUSE AND FARM, FINE AND DECORATIVE ARTS, FURNITURE AND FURNISHINGS, PHOTOGRAPHS, MEMORABILIA, AUDIO RECORDINGS, MOVING IMAGES, AND BOOKS. DURING 2022, CONTINUED EFFORTS WERE MADE TO INCREASE ACCESSIBILITY TO THE COLLECTIONS AND THE MOTT FAMILY LEGACY FOR INDIVIDUALS, FLINT, AND THE NATION'S HISTORIANS. SPECIFICALLY, THE HOME OF C.S. AND RUTH MOTT WAS REOPENED TO THE PUBLIC ON A LIMITED BASIS. APPLEWOOD'S COLLECTIONS CONTINUE TO BE ACCESSIBLE THROUGH THE FOUNDATION'S WEBSITE FEATURING A VIRTUAL TOUR. MAINTENANCE OF THE COLLECTIONS INCLUDED ONGOING INVENTORIES AND DATABASE UPDATES, CATALOGING OF NEW DONATIONS, AND DIGITALLY PRESERVING COLLECTIONS TO ALLOW INCREASED ONLINE ACCESS TO SUPPORT FUTURE EXHIBITS AND MATERIALS.
APPLEWOOD EDUCATION & EVENTS $498,984 PART VIII-A IN 2022, APPLEWOOD'S EDUCATIONAL PROGRAMS, ACTIVITIES, AND EVENTS, SHARED THE ENDURING LEGACY OF C.S. AND RUTH MOTT BY SHOWCASING THE MOTTS' COMMITMENT TO CIVIC PARTICIPATION. PROGRAMMING RETURNED TO OPEN DAYS AT APPLEWOOD AND INCLUDED THE FAVORITES STORYTIME AND BRING YOUR LUNCH AND LEARN AS WELL AS NEW PROGRAMS SUCH AS IN THE GARDENS, A DROP-IN PROGRAM HELD EVERY THURSDAY WHERE VISITORS HAVE THE OPPORTUNITY TO VISIT WITH, LEARN FROM, AND ASK QUESTIONS OF OUR HORTICULTURE STAFF. GIVEN THE EASING OF PANDEMIC RESTRICTIONS, 2022 SAW THE RETURN OF APPLEWOOD'S SIGNATURE EVENT, FALL HARVEST FESTIVAL. MORE THAN 2,000 VISITORS ENJOYED THE GROUNDS, THE OPPORTUNITY TO TASTE PRODUCE GROWN ON-SITE, LOCAL ENTERTAINMENT, AND HOUSE TOURS.

TY 2022 InvestmentsCorpBondsSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK LOW DURATION BD, 448,518.376 SHS 3,978,358 3,978,358
BLACKROCK MULTI-SECTOR OPPORTUNITIES TRUST, 7,000 SHS 466,760 466,760
ISHARES, 357,180 SHS 8,490,169 8,490,169
VANGUARD HIGH YIELD CORPORATE FD, 664,583.913 SHS 3,422,607 3,422,607
VANGUARD SHORT TERM TREASURY, 206,960.132 SHS 2,055,114 2,055,114

TY 2022 InvestmentsCorpStockSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES, 6,850 SHS 752,062 752,062
ABBVIE INC, 8,400 SHS 1,357,524 1,357,524
ALPHABET INC, 5,300 SHS 470,269 470,269
APPLE INC, 5,830 SHS 757,492 757,492
AT&T INC, 41,800 SHS 769,538 769,538
BLACKROCK INC, 1,650 SHS 1,169,240 1,169,240
BLACKSTONE GROUP INC, 11,300 SHS 838,347 838,347
CBOE GLOBAL MARKETS INC, 10,500 SHS 1,317,435 1,317,435
CISCO SYSTEMS INC, 20,200 SHS 962,328 962,328
CLEARWAY ENERGY INC, 35,400 SHS 1,059,168 1,059,168
CME GROUP INC, 4,050 SHS 681,048 681,048
COCA-COLA COMPANY, 16,400 SHS 1,043,204 1,043,204
CVS HEALTH CORPORATION, 5,850 SHS 545,162 545,162
DISNEY (WALT) CO, 4,850 SHS 421,368 421,368
IMPACTIVE CAPITAL FUND 9,191,695 9,191,695
JOHNSON & JOHNSON, 3,700 SHS 653,605 653,605
JPMORGAN CHASE & CO, 5,800 SHS 777,780 777,780
KKR & CO INC, 30,200 SHS 1,401,884 1,401,884
LAUDER ESTEE COS INC, 4,300 SHS 1,066,873 1,066,873
LOWE'S COMPANIES, INC, 6,550 SHS 1,305,022 1,305,022
META PLATFORMS INC, 5,750 SHS 691,955 691,955
MFO - D&D SMID CAP VALUE FUND, 6,769,609 SHS 13,379,659 13,379,659
MFO - TOWLE FUND, 1,358,142 SHS 13,463,045 13,463,045
MFO - WESTFIELD FUND A, 76,264 SHS 11,536,790 11,536,790
MICROSOFT CORPORATION, 1,200 SHS 287,784 287,784
NIKE INC, 5,200 SHS 608,452 608,452
NORFOLK SOUTHERN CORP, 4,000 SHS 985,680 985,680
PAYPAL HOLDINGS INC, 9,550 SHS 680,151 680,151
PEPSICO INC, 5,900 SHS 1,065,894 1,065,894
PERSHING SQUARE HOLDINGS LTD, 205,478 SHS 7,109,539 7,109,539
PFIZER INC, 19,950 SHS 1,022,238 1,022,238
QUALCOMM INC, 4,900 SHS 538,706 538,706
SPDR S&P BIOTECH, 13,300 SHS 1,103,900 1,103,900
STRYKER CORP, 2,350 SHS 574,552 574,552
TIGER GLOBAL CROSSOVER (CAYMAN) LP 4,988,732 4,988,732
UNITED STATES SUGAR CORPORATION, 19,386 SHS 8,405,382 8,405,382
VANGUARD DEVELOPED MARKETS INDEX, 1,611,058.314 SHS 21,797,619 21,797,619
VANGUARD EMERGING MARKETS STOCK INDEX, 532,281.886 SHS 13,120,748 13,120,748
VANGUARD FTSE SOCIAL INDEX FUND, 640,932.688 SHS 16,036,136 16,036,136
VANGUARD SMALL CAP INDEX, 37,875 SHS 3,330,701 3,330,701
VERIZON COMMUNICATIONS INC, 11,350 SHS 447,190 447,190
VISA INC, 5,300 SHS 1,101,128 1,101,128
WASTE MANAGEMENT INC, 6,750 SHS 1,058,940 1,058,940

TY 2022 InvestmentsOtherSchedule2
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
APOLLO NATURAL RESOURCES FMV 37,857 37,857
ARBORETUM VENTURES III, 1,000,000 SHS FMV 326,579 326,579
ARBORETUM VENTURES IV, 2,000,000 SHS FMV 1,407,695 1,407,695
ARCHIPELAGO HLDGS LTD, 156,905.409 SHS FMV 6,473,933 6,473,933
COINBASE GLOBAL INC, 4,573 SHS FMV 161,838 161,838
CROSSLINK VENTURES V LIQUIDATING FUND LLC, 6,000,000 SHS FMV 602,859 602,859
CROSSLINK VI VENTURE FUND, 800,000 SHS FMV 378,651 378,651
CROWN CASTLE INC, 7,800 SHS FMV 1,057,992 1,057,992
DFJ GROWTH III LP FMV 3,100,859 3,100,859
DFJ GROWTH IV LP FMV 1,648,650 1,648,650
DRAPER FISHER JURVETSON GROWTH 2013 FUND LP, 2,000,000 SHS FMV 2,423,366 2,423,366
ELLIOTT INTERNATIONAL LIMITED, 5,000,000 SHS FMV 8,683,138 8,683,138
HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 6,815,541 6,815,541
HUNTER POINT CAPITAL INVESTORS LP FMV 100 100
IMPACT VENTURES III, LP FMV 491,678 491,678
IMPACT VENTURES IV, LP FMV 430,626 430,626
INVENOMIC FUND, 121,624.150 SHS FMV 2,478,700 2,478,700
NEXTERA ENERGY PARTNERS LP, 29,100 SHS FMV 2,039,619 2,039,619
OTTER CREEK LONG/SHORT OPPORTUNITY FUND, 194,281.652 SHS FMV 2,455,720 2,455,720
STARWOOD PPTY TR INC, 56,100 SHS FMV 1,028,313 1,028,313
TACONIC CRE DISLOCATION FUND II, LP FMV 1,644,161 1,644,161
TACONIC CRE DISLOCATION FUND, LP FMV 530,607 530,607
TGAP VENTURE CAPITAL FUND II, L.P., 2,200,000 SHS FMV 848,119 848,119
TRP CAPITAL PARTNERS LP FMV 2,200,690 2,200,690
UNITY SOFTWARE INC, 9,504 SHS FMV 271,719 271,719
VANGUARD REIT INDEX, 365,072.512 SHS FMV 6,604,162 6,604,162
WEXFORD OFFSHORE SPECTRUM C-0000-E, 37.531 SHS FMV 282,266 282,266
YORK CREDIT OPPTN - A/1 SERIES, 16,153.652 SHS FMV 793,098 793,098

TY 2022 LegalFeesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 738 0   738


TY 2022 OtherAssetsSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FINE ART 252,500 252,500 252,500
FRIENDLY FROG SCULPTURE USED AT APPLEWOOD 84,551 84,551 84,551
DISTRIBUTION RECEIVABLE 47,818    
PROGRAM-RELATED INVESTMENT   289,192 289,192


TY 2022 OtherDecreasesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Amount
INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS 51,835,550


TY 2022 OtherExpensesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
401K PROCESSING FEES 4,180 14   3,489
ANRP (EPE AIV) LP 5 5   0
ANRP (EPE AIV) LP - ALLOWABLE DEPLETION 0 2,381   0
ANRP (EPE AIV) LP - SEC. 59(E)(2) EXPENSE 11,703 11,703   0
ANRP INTERNATIONAL HOLDINGS LP 130 130   0
APOLLO NATURAL RESOURCES LP 6,410 6,410   0
ARBORETUM VENTURES III, L.P. 8,640 8,640   0
ARBORETUM VENTURES IV, L.P. 19,221 19,221   0
BUSINESS MEALS 3,720 0   3,574
COMPUTER/INFORMATION TECHNOLOGY 55,239 0   100,290
CROSSLINK VENTURES V, LIQUIDATING FUND 7,824 7,824   0
CROSSLINK VENTURES VI, L.P. 1,685 1,685   0
DFJ GROWTH 2013, L.P. 39,197 39,197   0
DFJ GROWTH III, L.P. 50,322 50,322   0
DFJ GROWTH IV, L.P. 61,710 61,710   0
DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART VIII-A 2,097,411 0   2,069,558
EVENTS AND PROGRAMS 11,225 0   10,751
HUNTER POINT CAPITAL INVESTORS LP 0 80,858   0
IMPACT VENTURES III LP 0 10,624   0
IMPACT VENTURES IV LP 22,023 22,023   0
INSURANCE 19,962 0   19,325
MARKETING & AWARENESS 4,844 0   4,844
MEMBERSHIP DUES 2,190 0   2,190
MFO D&D SMID CAP VALUE FUND 79,768 79,768   0
MFO TOWLE FUND 43,412 43,412   0
MFO WESTFIELD FUND A 70,046 70,046   0
MISCELLANEOUS EXPENSE 3,749 0   3,474
MISCELLANEOUS INVESTMENT EXPENSE 85 85   0
OFFICE SUPPLIES 2,374 0   2,146
OTHER EMPLOYMENT EXPENSES 30,743 0   43,440
PAYROLL PROCESSING 7,684 31   7,653
POSTAGE 1,243 0   1,161
REPAIRS AND MAINTENANCE 1,134 0   1,134
SMALL TOOLS, EQUIP AND FURNISHINGS 939 0   939
SUPPLIES 2,548 0   2,548
TACONIC CRE DISLOCATION FUND II LP 0 59,534   0
TACONIC CRE DISLOCATION FUND LP 0 19,190   0
TELEPHONE 16,217 0   16,662
TGAP VENTURE CAPITAL FUND II 26,999 26,999   0
TRP CAPITAL PARTNERS LP 14,093 14,093   0


TY 2022 OtherIncomeSchedule2
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
"HUGS AROUND YOUR NECK" BOOK SALES 10   10
APPLEWOOD 100TH ANNIVERSARY BOOK SALES 362   362
CS MOTT BIOGRAPHY BOOK SALES 66   66
MISCELLANEOUS INCOME 56,109   56,109
INTEREST INCOME FROM PROGRAM-RELATED INVESTMENT 3,193 3,193 3,193


TY 2022 OtherIncreasesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Amount
FEDERAL INCOME TAX-DEFERRED LIABILITY 717,925


TY 2022 OtherLiabilitiesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 1,414,000 610,075
GRANTEE LOAN GUARANTEES 209,000 0


TY 2022 OtherProfessionalFeesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE 545,000 545,000   0
COMMUNITY & GRANTEE DASHBOARD 94,435 0   94,435
HUMAN RESOURCE CONSULTANTS 19,901 0   19,901
OTHER CONTRACTED SERVICES 5,391 0   4,648
WEBSITE 2,273 0   2,273
TEMPORARY STAFFING SUPPORT 50,181 0   50,181


TY 2022 TaxesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 90,799 90,799   0
ANRP INTERNATIONAL HOLDINGS LP - FOREIGN TAXES 287 287   0
PAYROLL TAXES 119,941 664   119,277
MFO TOWLE FUND - FOREIGN TAXES 4,576 4,576   0
MFO WESTFIELD FUND A - FOREIGN TAXES 178 178   0
FEDERAL EXCISE TAX 139,000 0   0