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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MOSAIC FOUNDATION
(Of R & P Heydon)
% PETER N HEYDON
Number and street (or P.O. box number if mail is not delivered to street address)324 East Washington Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Ann Arbor, MI48104
A Employer identification number

38-2910797
B Telephone number (see instructions)

(734) 747-7070
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$3,240,500J 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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 19,606 19,606  
4 Dividends and interest from securities... 13,391 13,391  
5a Gross rents............ 12,000 12,000  
b Net rental income or (loss) 12,000
6a Net gain or (loss) from sale of assets not on line 10 41
b Gross sales price for all assets on line 6a 94
7 Capital gain net income (from Part IV, line 2)... 41
8 Net short-term capital gain.........  
9 Income modifications........... 2,100
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
418,800 418,800 0
12 Total. Add lines 1 through 11........ 563,838 463,838 2,100
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,480 7,740 0 7,740
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,020 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
33,101    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,720 0 0 30,720
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,321 7,740 0 38,460
25 Contributions, gifts, grants paid....... 347,550 347,550
26 Total expenses and disbursements. Add lines 24 and 25 437,871 7,740 0 386,010
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,967
b Net investment income (if negative, enter -0-) 456,098
c Adjusted net income (if negative, enter -0-)... 2,100
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,494,644 1,653,187 1,653,187
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 125,568 Click to see attachment
List of Attached Documents:
// Content
125,568 		343,241
c Investments—corporate bonds (attach schedule)....... 91,064 Click to see attachment
List of Attached Documents:
// Content
91,064 		87,200
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)..........      
14 Land, buildings, and equipment: basis right arrow1,389,623
Less: accumulated depreciation (attach schedule) right arrow323,009 1,099,715 Click to see attachment
List of Attached Documents:
// Content
1,066,614 		1,066,614
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
87,319 		Click to see attachment
List of Attached Documents:
// Content
90,258 		Click to see attachment
List of Attached Documents:
// Content
90,258
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,898,310 3,026,691 3,240,500
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 2,898,308 3,026,691
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,898,308 3,026,691
30 Total liabilities and net assets/fund balances (see instructions). 2,898,308 3,026,691
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
2,898,308
2
Enter amount from Part I, line 27a .....................
2
125,967
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,416
4
Add lines 1, 2, and 3 ..........................
4
3,026,691
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,026,691
Form 990-PF (2023)
Form 990-PF (2023)
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 WILL PINKERT 4.019 ACRES   1919-01-01 2023-11-13
b
c
d
e
(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 94   53 41
b
c
d
e
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       41
b
c
d
e
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 41
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  
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 6,340
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  
3 Add lines 1 and 2........................... 3 6,340
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,340
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,658
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,658
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 7,318
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,318 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
 
No
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPETER N HEYDON Telephone no.right arrow (734) 663-1619

Located atright arrow324 EAST WASHINGTON STREETANN ARBORMI ZIP+4right arrow48104
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PETER N HEYDON DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
Marie R Deveney DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
C Wendell Dunbar DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
Richard Handelman DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
C Allan Heydon DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
Scott N Heydon DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
Sarah Schriber DIRECTOR
0 		0 0 0
324 East Washington Street
Ann Arbor,MI48104
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
394,404
b
Average of monthly cash balances.......................
1b
1,431,566
c
Fair market value of all other assets (see instructions)................
1c
1,156,872
d
Total (add lines 1a, b, and c).........................
1d
2,982,842
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,982,842
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,743
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,938,099
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
146,905
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
146,905
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,340
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,340
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
140,565
4
Recoveries of amounts treated as qualifying distributions................
4
2,100
5
Add lines 3 and 4............................
5
142,665
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
142,665
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
386,010
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
386,010
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 142,665
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 558,224
b From 2019...... 534,126
c From 2020...... 137,983
d From 2021...... 146,296
e From 2022...... 224,329
f Total of lines 3a through e ........ 1,600,958
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 386,010
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 142,665
e Remaining amount distributed out of corpus 243,345
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,844,303
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		558,224
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,286,079
10 Analysis of line 9:
a Excess from 2019.... 534,126
b Excess from 2020.... 137,983
c Excess from 2021.... 146,296
d Excess from 2022.... 224,329
e Excess from 2023.... 243,345
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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.
NONE
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 (2023)
Form 990-PF (2023)
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

AFRICAN WILDLIFE FOUNDATION

1100 New Jersey Avenue SE Suite
WASHINGTON,DC20003 		NONE PC SUPPORT ANIMAL WELFARE 1,500

ALICE LLOYD COLLEGE

100 PURPOSE ROAD
PIPPA PASSES,KY41844 		  PC SUPPORT EDUCATION 1,500

American Friends of Musees d'Orsay

PO Box 4233
NEW YORK,NY10163 		  PC SUPPORT MUSEUMS 1,000

AMERICAN TRUST FOR THE BRITISH LIBRARY

5030 BROADWAY SUITE 678
NEW YORK,NY10034 		  PC SUPPORT MUSEUMS 5,000

Ann Arbor Film Festival

PO BOX 8232
Ann Arbor,MI48107 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

Ann Arbor Grail Singers

1401 Maynard Avenue
Ann Arbor,MI48103 		  PC SUPPORT CULTURAL ENRICHMENT 1,250

Ann Arbor Historical Foundation

Jones School Exhibit Fund
722 Charles Street
Ypsilanti,MI48198 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 5,000

Aston-Martin Heritage Trust

Drayton Saint Leonard
Wallingford,OxfordshireOXl0 7BG
UK 		  PC SUPPORT AUTOMOBILE CHARITIES 1,000

AUBURN- CORD- DUESENBERG MUSEUM

1600 SOUTH WAYNE STREET
Post Office Box 271
AUBURN,IN46706 		  PC SUPPORT Automobile Charities 10,000

Ballet Palm Beach

10357 Ironwood Road
Palm Beach Gardens,FL33410 		  PC SUPPORT CULTURAL ENRICHMENT 1,500

BREAKFAST AT SAINT ANDREW'S

306 NORTH DIVISION
ANN ARBOR,MI48104 		  PC SUPPORT Social Justice 750

CAPROCK CULTURAL ASSOCIATION

109 North Avenue N
PO BOX 37
POST,TX79356 		  PC SUPPORT CULTURAL ENRICHMENT 1,250

CENTURY ASSOCIATION ARCHIVES FOUNDATION

7 WEST 43RD STREET
NEW YORK,NY10036 		  PC SUPPORT MUSEUMS 1,000

Chelsea Area Players

PO BOX 301
Chelsea,MI48118 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

CULTURAL COUNCIL FOR PALM BEACH COUNTY

601 LAKE AVENUE
LAKE WORTH BEACH,FL33460 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

DETROIT HORSE POWER

8425 WEST MCNICHOLS ROAD
DETROIT,MI48221 		  PC SUPPORT SOCIAL JUSTICE 1,000

DEXTER AREA HISTORICAL SOCIETY

3443 INVERNESS STREET
DEXTER,MI48130 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 250

DOCTORS WITHOUT BORDERS USA

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		  PC SUPPORT HEALTH BETTERMENT 5,000

WEMU PUBLIC RADIO

PO BOX 980350
YPSILANTI,MI481980350 		  PC SUPPORT PUBLIC BROADCASTING 20,000

Embracing Our Differences Michigan

PO BOX 130853
Ann Arbor,MI48113 		  PC SUPPORT SOCIAL JUSTICE 1,000

Equine Voices Rescue and Sanctuary

1540 West Dove Way
Amado,AZ85645 		  PC SUPPORT ANIMAL WELFARE 1,000

Feed the Hungry

530 East Ireland Road
South Bend,IN46614 		  PC SUPPORT SOCIAL JUSTICE 1,000

THE FOLGER SHAKESPEARE LIBRARY

201 E CAPITOL ST SE
WASHINGTON,DC200031004 		  PC SUPPORT MUSEUMS 12,500

THE FOOD GATHERERS INCORPORATED

1 Carrot Way
PO BOX 131037
ANN ARBOR,MI48113 		  PC SUPPORT SOCIAL JUSTICE 20,000

Ford Piquette Avenue Plant

461 Piquette AVE
PO BOX 2127
Detroit,MI48202 		  PC SUPPORT AUTOMOBILE CHARITIES 5,000

THE FRICK COLLECTION

1 EAST 70TH STREET
NEW YORK,NY10021 		  PC SUPPORT MUSEUMS 4,000

FRIENDS OF WLRN INCORPORATED

PO BOX 19731
MIAMI,FL331019731 		  PC SUPPORT PUBLIC BROADCASTING 1,500

GARZA COUNTY HISTORICAL MUSEUM

CW Post Historical Center
119 NORTH AVENUE N
POST,TX79356 		  PC SUPPORT MUSEUMS 2,000

GIRLS GROUP

2531 JACKSON AVE 188
ANN ARBOR,MI48103 		  PC SUPPORT EDUCATION 100

THE GROLIER CLUB NYC

47 EAST 60TH STREET
NEW YORK,NY10022 		  PC SUPPORT Museums 1,000

HABITAT FOR HUMANITY OF HURON VALLEY

950 Victors Way Suite 50
ANN ARBOR,MI48108 		  PC SUPPORT SOCIAL JUSTICE 500

Haiti Nursing Foundation

1100 North Main Street Suite 209
ANN ARBOR,MI48104 		  PC SUPPORT HEALTH BETTERMENT 1,500

Henry Morrison Flagler Museum

One Whitehall Way
Palm Beach,FL33480 		  PC SUPPORT MUSEUMS 2,500

HILLWOOD ESTATE MUSEUM AND GARDENS

4155 LINNEAN AVE NW
WASHINGTON,DC20008 		  PC SUPPORT MUSEUMS 1,500

HISTORICAL SOCIETY OF PALM BEACH COUNTY

The 1916 Historic Court House
300 N DIXIE HIGHWAY
WEST PALM BEACH,FL33401 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 500

Humane Society of Huron Valley

3100 Cherry Hill Road
Ann Arbor,MI48105 		  PC SUPPORT ANIMAL WELFARE 10,000

Interlochen Public Radio

PO BOX 199
INTERLOCHEN,MI49643 		  PC SUPPORT PUBLIC BROADCASTING 1,800

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		  PC SUPPORT SOCIAL JUSTICE 4,500

IRSC PUBLIC MEDIA- WQCS WQCP WQJS

Indian River State College
3209 VIRGINIA AVENUE
FORT PIERCE,FL34981 		  PC SUPPORT PUBLIC BROADCASTING 1,000

KERRYTOWN CONCERT HOUSE

415 NORTH 4TH AVENUE
ANN ARBOR,MI48104 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

KING BARN DAIRY MOOSEUM

18028 Central Park Circle
PO BOX 76
BOYDS,MD208410076 		  PC SUPPORT MUSEUMS 1,000

LEGACY LAND CONSERVANCY

6276 Jackson Road Suite G
ANN ARBOR,MI48103 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 2,500

Leuk's Landing

5508 Tanglewood Drive
ANN ARBOR,MI48105 		  PC SUPPORT ANIMAL WELFARE 1,000

THE LOTOS FOUNDATION

5 EAST 66TH STREET
NEW YORK,NY10065 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

Mary Obolensky Leukemia Foundation

1400 Alabama Avenue Suite 9
West Palm Beach,FL33401 		  PC SUPPORT HEALTH BETTERMENT 1,000

Meals on Wheels of the Palm Beaches

PO BOX 247
West Palm Beach,FL33402 		  PC SUPPORT SOCIAL JUSTICE 1,250

Michigan Historic Preservation Network

313 East Cesar E Chavez Avenue
Lansing,MI48906 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 10,000

THE MICHIGAN THEATRE FOUNDATION

603 EAST LIBERTY STREET
ANN ARBOR,MI48104 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

Michigan State University - WKAR Public Radio

283 Communication Arts Science Bu
404 Wilson Road Room 212
EAST LANSING,MI488246421 		  PC SUPPORT Public Broadcasting 10,000

NATMUS

1000 Gordon M Buehrig Place
Auburn,IN46706 		  PC SUPPORT AUTOMOBILE CHARITIES 1,000

NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULT

PO BOX 98097
WASHINGTON,DC200908097 		  PC SUPPORT MUSEUMS 1,000

NATIONAL PUBLIC RADIO FOUNDATION

1111 North Capitol Street NE
WASHINGTON,DC20002 		  PC SUPPORT PUBLIC BROADCASTING 25,000

Northfield Mount Hermon School

One Lamplighter Way
Mount Hermon,MA01354 		  PC SUPPORT EDUCATION 2,500

PACKARD HEALTH

5200 VENTURE DRIVE
ANN ARBOR,MI48108 		  PC SUPPORT HEALTH BETTERMENT 1,000

PALM BEACH ISLAND CATS

PO BOX 173
PALM BEACH,FL33480 		  PC SUPPORT ANIMAL WELFARE 500

THE PALM BEACH SYMPHONY

400 Hibiscus Street Suite 100
WEST PALM BEACH,FL33401 		  PC SUPPORT CULTURAL ENRICHMENT 15,000

PAWS FOR PURPLE HEARTS

PO BOX 1209
MERRIFIELD,VA221161209 		  PC SUPPORT SOCIAL JUSTICE 4,000

PEACE NEIGHBORHOOD CENTER

1111 NORTH MAPLE ROAD
ANN ARBOR,MI48103 		  PC SUPPORT SOCIAL JUSTICE 2,500

PEBBLE BEACH COMPANY FOUNDATION

PO BOX 1767
PEBBLE BEACH,CA93953 		  PC SUPPORT AUTOMOBILE CHARITIES 2,500

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 N MILITARY TRAIL
WEST PALM BEACH,FL33409 		  PC SUPPORT ANIMAL WELFARE 28,500

PIONEERS ORCHESTRA PARENTS' SOCIETY

Pioneer High School
601 W STADIUM BLVD
Ann Arbor,MI48103 		  PC SUPPORT CULTURAL ENRICHMENT 2,650

PLANNED PARENTHOOD OF MICHIGAN

PO BOX 3673
ANN ARBOR,MI48106 		  PC SUPPORT HEALTH BETTERMENT 2,500

POPULATION CONNECTION

2120 L Street NW Suite 500
WASHINGTON,DC20037 		  PC SUPPORT Social Justice 1,500

PRESERVATION FOUNDATION OF PALM BEACH

311 PERUVIAN AVENUE
PALM BEACH,FL33480 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 35,000

Princeton University CLASS OF '62 SCHOLARSHIP FUND

Office of the Recording Secretary
100 Overlook Center Ste 300
PRINCETON,NJ08540 		  PC SUPPORT EDUCATION 1,000

Public Citizen Foundation

1600 20th Street NW
Washington,DC20009 		  PC SUPPORT SOCIAL JUSTICE 2,000

Rare Book School

UNIVERSITY OF VIRGINIA
PO BOX 400103
Charlottesville,VA229044103 		  PC SUPPORT EDUCATION 1,000

The Ray and Mary Knight Foundation

2324 Dexter Avenue
Ann Arbor,MI48103 		  PC SUPPORT HEALTH BETTERMENT 2,500

SHELTER ASSOCIATION OF WASHTENAW COUNTY

312 WEST HURON STREET
ANN ARBOR,MI48103 		  PC SUPPORT SOCIAL JUSTICE 1,000

Seven West Forty-Third Street Foundation

7 West 43rd Street
New York,NY10036 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 2,000

Shiawassee Arts Center

206 Curwood Castle Drive
Owosso,MI48867 		  PC SUPPORT MUSEUMS 1,000

Society Preservation of Great American Songbook

760 US Highway One Suite 102
North Palm Beach,FL33408 		  PC SUPPORT CULTURAL ENRICHMENT 1,500

THE SOCIETY OF THE FOUR ARTS

100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		  PC SUPPORT MUSEUMS 10,000

SOS COMMUNITY SERVICES

101 SOUTH HURON STREET
YPSILANTI,MI48197 		  PC SUPPORT SOCIAL JUSTICE 5,000

SOUTH PLAINS COLLEGE FOUNDATION

1401 S COLLEGE AVENUE
LEVELLAND,TX79336 		  PC SUPPORT EDUCATION 1,875

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		  PC SUPPORT SOCIAL JUSTICE 1,500

Therapeutic Riding Incorporated

3425 East Morgan Road
Ann Arbor,MI48108 		  PC SUPPORT EDUCATION 2,500

Topaze Project

PO BOX 970791
Ypsilanti,MI48197 		  PC SUPPORT EDUCATION 1,000

UNITED NEGRO COLLEGE FUND INCORPORATED

1805 7TH STREET NW
WASHINGTON,DC20001 		  PC SUPPORT EDUCATION 1,500

UNITED STATES EQUESTRIAN TEAM FOUNDATION

1040 Pottersville Road
PO BOX 355
GLADSTONE,NJ07934 		  PC SUPPORT CULTURAL ENRICHMENT 2,500

UNIVERSITY OF MICHIGAN WILLIAM L CLEMENTS LIBRARY

909 S UNIVERSITY AVE
ANN ARBOR,MI48109 		  PC SUPPORT EDUCATION 2,500

UNIVERSITY OF MICHIGAN TELLING IT PROGRAM

East Quad Suite 1801
701 E UNIVERSITY AVE
ANN ARBOR,MI481091245 		  PC SUPPORT EDUCATION 1,000

UNIVERSITY OF MICHIGAN UNIVERSITY MUSICAL SOCIETY

BURTON MEMORIAL TOWER
881 N UNIVERSITY AVE
ANN ARBOR,MI481091011 		  PC SUPPORT Cultural Enrichment 5,000

University of Michigan WUOM PUBLIC RADIO

535 West William Street Suite 110
ANN ARBOR,MI481034978 		  PC SUPPORT PUBLIC BROADCASTING 2,500

WALLACE THEATRE

823 HOUSTON STREET
LEVELLAND,TX79336 		  PC SUPPORT CULTURAL ENRICHMENT 1,875

Washtenaw Camp Placement

3135 South State Street Suite 350-
Ann Arbor,MI48108 		  PC SUPPORT SOCIAL JUSTICE 2,500

WEBSTER TOWNSHIP HISTORICAL SOCIETY

PO BOX 253
DEXTER,MI48130 		  PC SUPPORT HISTORIC AND LAND PRESERVATION 2,000

WGTE TOLEDO PUBLIC RADIO

1270 South Detroit Avenue
PO BOX 30
TOLEDO,OH43614 		  PC SUPPORT PUBLIC BROADCASTING 2,500

Williamston Theatre

122 South Putnam Street
Williamston,MI48895 		  PC SUPPORT CULTURAL ENRICHMENT 1,000

WRCJ DETROIT SCHOOLS PUBLIC RADIO

48325 Alpha Drive Suite 150
WIXOM,MI48393 		  PC SUPPORT PUBLIC BROADCASTING 1,000
Total .................................right arrow 3a 347,550
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 19,606  
4 Dividends and interest from securities ....     14 13,391  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 12,000  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 418,800  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 41  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   463,838  
13Total. Add line 12, columns (b), (d), and (e)..................
13
463,838
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE MOSAIC FOUNDATION
(Of R & P Heydon)
Employer identification number

38-2910797
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE MOSAIC FOUNDATION
(Of R & P Heydon) 		Employer identification number
38-2910797
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Peter N Heydon
324 East Washington Street
 
Ann Arbor, MI48104

$ 100,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE MOSAIC FOUNDATION
(Of R & P Heydon) 		Employer identification number

38-2910797
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE MOSAIC FOUNDATION
(Of R & P Heydon) 		Employer identification number

38-2910797
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX & ACCOUNTING FEES 15,480 7,740 0 7,740

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

TY 2023 DepreciationSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
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
FURNITURE & EQUIPM 2000-12-31 4,802 4,802 M7          
FURNITURE & EQUIPM 2001-12-31 1,994 1,994 M7          
FURNITURE & EQUIPM 2002-12-31 831 831 M7          
FURNITURE & EQUIPM 2005-12-31 4,928 4,928 M7          
FURNITURE & EQUIPM 2006-12-31 249 249 M7          
FURNITURE & EQUIPM 2010-06-30 9,870 9,870 M7          
BUILDING 1528 PONT 2007-01-01 153,397 61,359 SL 40 3,835      
BUILDING IMPROVEME 2007-01-01 4,190 1,678 SL 40 105      
BUILDING IMPROVEME 2008-01-01 34,870 13,078 SL 40 872      
BUILDING IMPROVEME 2009-01-01 43,391 15,189 SL 40 1,085      
BUILDING IMPROVEME 2010-01-01 20,425 6,641 SL 40 511      
BUILDING IMPROVEME 2011-01-01 4,170 1,249 SL 40 104      
BUILDING IMPROVEME 2012-01-01 9,888 2,718 SL 40 247      
BUILDING IMPROVEME 2013-01-01 67,275 16,820 SL 40 1,682      
BUILDING IMPROVEME 2014-01-01 10,175 2,286 SL 40 254      
BUILDING IMPROVEME 2015-12-31 91,941 16,093 SL 40 2,299      
ELECTRIC METER 2016-01-06 4,994 2,386 M7   111      
BUILDING 1528 PONT 2016-12-31 4,490 672 SL 40 112      
ELEVATOR 2017-12-31 40,000 40,000 M15          
BUILDING IMPROVEME 2017-12-31 180,733 22,590 SL 40 4,518      
BUILDING IMPROVEME 2018-12-31 341,426 34,144 SL 40 8,536      
BUILDING IMPROVEME 2019-12-31 324,771 24,357 SL 40 8,119      
BUILDING IMPROVEME 2020-12-31 5,429 272 SL 40 136      
TREES & SHRUBS 2020-12-31 2,383 2,383 M15          
BUILDING IMPROVEME 2021-07-01 21,356 801 SL 40 534      
BUILDING IMPROVEME 2022-07-01 1,644 21 SL 40 41      

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Name of Bond End of Year Book Value End of Year Fair Market Value
TIAA-CREF HIGH YIELD BOND 91,064 87,200

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Name of Stock End of Year Book Value End of Year Fair Market Value
GRIEF BROS CORP 7,375 33,005
AGILYSYS 22,680 169,640
LEDYARD NB 92,450 126,750
NATIONAL RESEARCH 3,063 13,846

TY 2023 LandEtcSchedule2
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & EQUIPM 4,802 4,802    
FURNITURE & EQUIPM 1,994 1,994    
FURNITURE & EQUIPM 831 831    
FURNITURE & EQUIPM 4,928 4,928    
FURNITURE & EQUIPM 249 249    
FURNITURE & EQUIPM 9,870 9,870    
BUILDING 1528 PONT 153,397 65,194 88,203  
BUILDING IMPROVEME 4,190 1,783 2,407  
BUILDING IMPROVEME 34,870 13,950 20,920  
BUILDING IMPROVEME 43,391 16,274 27,117  
BUILDING IMPROVEME 20,425 7,152 13,273  
BUILDING IMPROVEME 4,170 1,353 2,817  
BUILDING IMPROVEME 9,888 2,965 6,923  
BUILDING IMPROVEME 67,275 18,502 48,773  
BUILDING IMPROVEME 10,175 2,540 7,635  
BUILDING IMPROVEME 91,941 18,392 73,549  
ELECTRIC METER 4,994 4,994    
BUILDING 1528 PONT 4,490 784 3,706  
ELEVATOR 40,000 40,000    
BUILDING IMPROVEME 180,733 27,108 153,625  
BUILDING IMPROVEME 341,426 42,680 298,746  
BUILDING IMPROVEME 324,771 32,476 292,295  
BUILDING IMPROVEME 5,429 408 5,021  
TREES & SHRUBS 2,383 2,383    
BUILDING IMPROVEME 21,356 1,335 20,021  
BUILDING IMPROVEME 1,644 62 1,582  


TY 2023 OtherAssetsSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INT ON JOINT ACCT OPERATIONS 87,319 90,258 90,258


TY 2023 OtherExpensesSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 8,515 0 0 8,515
UTILITIES 7,499 0 0 7,499
LEGAL 7,208 0 0 7,208
TRAVEL 6,603 0 0 6,603
REPAIRS & MAINTENANCE 875 0 0 875
STATE FILING FEE 20 0 0 20


TY 2023 OtherIncomeSchedule2
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 417,775 417,775 0
SUNOCO 658 658  
UNITEX OIL & GAS 183 183  
OCCIDENTAL ENERGY 184 184  


TY 2023 OtherIncreasesSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Description Amount
BOOK-TO-TAX ADJUSTMENT 2,416


TY 2023 TaxesSchedule
Name:
THE MOSAIC FOUNDATION
 
(Of R & P Heydon)
EIN:
38-2910797
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PAYMENTS NET OF REFUNDS 11,020 0 0 0