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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 02-01-2024 , and ending 01-31-2025
Name of foundation
SIEG DUNLAP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)41000 WOODWARD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48304
A Employer identification number

20-3641412
B Telephone number (see instructions)

(248) 594-5770
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$9,307,947J 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      
4 Dividends and interest from securities... 184,784 184,784  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
351,717
b Gross sales price for all assets on line 6a 475,000
7 Capital gain net income (from Part IV, line 2)... 0
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,403    
12 Total. Add lines 1 through 11........ 572,904 184,784  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 22,394      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,478 6,478    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,336      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,085     10,250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,293 6,478   10,250
25 Contributions, gifts, grants paid....... 522,208 522,208
26 Total expenses and disbursements. Add lines 24 and 25 566,501 6,478   532,458
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,403
b Net investment income (if negative, enter -0-) 178,306
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 301,033 350,719 350,719
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow80,000
Less: allowance for doubtful accounts right arrow     80,000 80,000
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).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
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)....... 3,033,755 2,910,471 8,877,228
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,334,788 3,341,190 9,307,947
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22).........   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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,334,788 3,341,190
29 Total net assets or fund balances (see instructions)..... 3,334,788 3,341,190
30 Total liabilities and net assets/fund balances (see instructions). 3,334,788 3,341,190
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
3,334,788
2
Enter amount from Part I, line 27a .....................
2
6,403
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,341,191
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,341,190
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
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
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
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  
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 2,478
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 2,478
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 2,478
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,504
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -2504 7 2,504
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 26
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowJAMES H LOPRETE Telephone no.right arrow (248) 594-5770

Located atright arrow41000 WOODWARD AVENUE STE 120 EASTBLOOMFIELD HILLSMI ZIP+4right arrow48304
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
 
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
JAMES H LOPRETE PRESIDENT/TREASURER
3.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310
BLOOMFIELD HILLS,MI48304
JAMES S LOPRETE VICE PRESIDENT
1.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310
BLOOMFIELD HILLS,MI48304
ROBERT D LOPRETE VICE PRESIDENT
1.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310
BLOOMFIELD HILLS,MI48304
MARY M LYNEIS SECRETARY
0.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310 EAS
BLOOMFIELD HILLS,MI48304
LAUREN LOPRETE ASSOCIATE TRUSTEE
0.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310 EAS
BLOOMFIELD HILLS,MI48304
JAMES E LOPRETE ASSOCIATE TRUSTEE
0.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310 EAS
BLOOMFIELD HILLS,MI48304
DAVID P GERMAINE ASSOCIATE TRUSTEE
0.00 		0 0 0
41000 WOODWARD AVENUE SUITE 310 EAS
BLOOMFIELD HILLS,MI48304
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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  
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 (2024)
Form 990-PF (2024)
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
10,374,894
b
Average of monthly cash balances.......................
1b
516,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,891,390
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
 
3
Subtract line 2 from line 1d.........................
3
10,891,390
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
163,371
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,728,019
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
536,401
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
536,401
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,478
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
533,923
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
533,923
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
533,923
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
532,458
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
532,458
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 533,923
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 221,223
f Total of lines 3a through e ........ 221,223
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 532,458
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 221,223
e Remaining amount distributed out of corpus 311,235
5 Excess distributions carryover applied to 2024. 312,700 312,700
(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 5 219,758
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		219,758
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 219,758
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACADEMY OF GENERAL DENISTRY FOUNDATION

560 W LAKE ST 6TH FLOOR
CHICAGO,IL60606 		  501(c)(3) MEDICAL 2,000

AMAH MUTSUN LAND TRUST

2460 17TH AVENUE 6TH FLOOR
SANTA CRUZ,CA94562 		  501(c)(3) GENERAL CHARITABLE 1,500

BONNY DOON FIRE & SAFETY COUNCIL

150 MCGIVERN WAY
BONNY DOON,CA95060 		  501(c)(3) GENERAL CHARITABLE 500

CISV GREATER DETROIT

P O BOX 20254
FERNDALE,MI48220 		  501(c)(3) YOUTH ASSISTANCE 500

ALZHEIMER'S ASSN OF GREATER MI

25200 TELEGRAPH ROAD
SOUTHFIELD,MI48073 		  501(c)(3) MEDICAL RESEARCH 4,000

AMERICAN FRIENDS OF CANADIAN LAND TRUSTS

336 36TH ST 717
BELLINGHAM,WA98225 		  501(c)(3) GENERAL CHARITABLE 2,000

AMERICAN HEART ASSN MIDWEST

3816 PAYSPHERE CIRCLE
CHICAGO,IL60604 		  501(c)(3) MEDICAL RESEARCH 3,000

ANGEL'S PLACE

29299 FRANKLIN ROAD
SOUTHFIELD,MI48037 		  501(c)(3) GENERAL CHARITABLE 1,000

ART INSITUTE OF CHICAGO

111 S MIGHIGAN AVENUE
CHICAGO,IL60603 		  501(c)(3) ART 1,000

BLISSFEST MUSIC ORGANIZATION

522 LIBERTY STREET
PETOSKEY,MI49770 		  501(c)(3) GENERAL CHARITABLE 5,000

BOTTOMLESS TOY CHEST

P O BOX 623
BIRMINGHAM,MI48303 		  501(c)(3) GENERAL CHARITABLE 5,000

BOYS HOPEGIRLS HOPE

P O BOX 21085
DETROIT,MI48221 		  501(c)(3) GENERAL CHARITABLE 2,000

BULLETIN OF ATOMIC SCIENTISTS

P O BOX 15461
CHICAGO,IL60615 		  501(c)(3) GENERAL CHARITABLE 8,000

FIRST UNITED METHODIST CHURCH

1589 W MAPLE RD
BIRMINGHAM,MI48009 		  501(c)(3) RELIGIOUS 3,000

THE BERRY CENTER

111 S MAIN STREET
NEW CASTLE,KY40050 		  501(c)(3) GENERAL CHARITABLE 1,500


      0

CHERRY HILL PRESBYTERIAN CHURCH

24110 CHERRY HILL ROAD
DEARBORN,MI48124 		  501(c)(3) RELIGIOUS 10,000

BRIDGMAN PUBLIC LIBRARY

4460 LAKE STREET
BRIDGMAN,MI49106 		  501(c)(3) EDUCATION 2,000

CHIGACO A CAPPELLA

2936 N SOUTHPORT AVENUE
CHICAGO,IL60657 		  501(c)(3) ART 1,000

FRIENDS OF THE CLINTON RIVER TRAIL

P O BOX 80431
ROCHESTER,MI48308 		  501(c)(3) ENVIRONMENTAL 1,000

GARFIELD PARK CONSERVATORY ALLIANCE

300 N CENTRAL PARK AVENUE
CHICAGO,IL60624 		  501(c)(3) CONSERVATION 6,000

CHICAGO HORTICULTURAL SOCIETY

1000 LAKE COOK ROAD
GLENCOE,IL60022 		  501(c)(3) CONSERVATION 5,000


      0

HERITAGE FOUNDATION

214 MASSACHUSETTS AVENUE NE
WASHINGTON,DC20077 		  501(c)(3) EDUCATION 15,000

HUNDRED CLUB OF DETROIT FOUNDATION

1717 S DORT HIGHWAY
FLINT,MI48503 		  501(c)(3) AID 500

INSTITUTE FOR HUMANE STUDIES

3301 N FAIRFAX
ARLINGTON,VA22201 		  501(c)(3) EDUCATION 7,000


      0

JUDICIAL WATCH

P O BOX 97249
WASHINGTON,DC20077 		  501(c)(3) EDUCATION 20,000

LAW ENFORCEMENT LEGAL DEFENSE FUND

400 WEST SERVICE ROAD
WASHINGTON,DC20041 		  501(c)(3) LEGAL DEFENSE 4,000

THE CRANE CENTRE

PO OX 674
KEEGO HARBOR,MI48320 		  501(c)(3) GENERAL CHARITABLE 4,000

LEADERSHIP INSTITUTE

1101 NORTH HIGHLAND STREET
ARLINGTON,VA22201 		  501(c)(3) EDUCATION 4,000

CHICAGO PUBLIC LIBRARY

400 S STATE STREET
CHICAGO,IL60605 		  501(c)(3) EDUCATION 2,000


      0

MERCATUS CENTER-GEORGE MASON UNIV

3301 N FAIRFAX DRIVE
ARLINGTON,VA22201 		  501(c)(3) EDUCATION 2,500

LOURDES SENIOR COMMUNITY

2300 WATKINS LAKE ROAD
WATERFORD,MI48328 		  501(c)(3) GENERAL CHARITABLE 8,500

CHICAMING OPEN LANDS

P O BOX 291
LAKESIDE,MI49116 		  501(c)(3) CONSERVATION 7,000

MICHIGAN NATURE ASSN

326 E GRAND BLVD
WILLIAMSTON,MI48895 		  501(c)(3) ENVIRONMENTAL 6,000

GARY BURNSTEIN COMMUNITY HEALTH CLINIC

45580 WOODWARD AVENUE
PONTIAC,MI48341 		  501(c)(3) MEDICAL 10,000

MICHIGAN OPERA THEATRE

1526 BROADWAY
DETROIT,MI48226 		  501(c)(3) ART 5,000

MOUNTAIN STATE LEGAL FOUND

P O BOX 8748
PUEBLO,CO81008 		  501(c)(3) LEGAL DEFENSE 4,000

FLINT RIVER WATERSHED COALITION

1300 BLUFF STREET
FLINT,MI48504 		  501(c)(3) GENERAL CHARITABLE 2,000

NATIONAL RIGHT TO WORK

8001 BRADDOCK ROAD
SPRINGFIELD,VA22160 		  501(c)(3) LEGAL DEFENSE 4,000

ROSE HILL CENTER

5130 ROSE HILL BLVD
HOLLY,MI48442 		  501(c)(3) HEALTH CARE 2,000

ORCHARD LAKE COMMUNITY CHURCH

5171 COMMERCE ROAD
ORCHARD LAKE,MI48324 		  501(c)(3) RELIGIOUS 10,186

GRAND TETON NATIONAL PARK FOUNDATION

115 E PEARLY AVENUE 201
JACKSON,WY83001 		  501(c) GENERAL CHARITABLE 2,000

PACIFIC LEGAL FOUND

3900 LENNANE DR SUITE 200
SACRAMENTO,CA95834 		  501(c)(3) LEGAL DEFENSE 4,000

PAWS CHICAGO

1110 W 35TH STREET
CHICAGO,IL60609 		  501(c)(3) AID 1,000


      0

SEVEN PONDS NATURE CENTER

3854 CRAWFORD
DRYDEN,MI48428 		  501(c)(3) ENVIRONMENTAL 1,000

CLEVELAND CLINIC

9500 EUCLID AVENUE
CLEVELAND,OH44195 		  501(c)(3) MEDICAL 7,500

STEPPENWOLF THEATRE

758 WEST NORTH AVENUE
CHICAGO,IL60610 		  501(c)(3) ART 25,000

FERNWOOD BOTANICAL GARDENNATURE PRESERVE

13988 RANGE LINE ROAD
NILES,MI49120 		  501(c)(3) GENERAL CHARITABLE 2,000

TREASURE COAST HOSPICE

10360 S FEDERAL HIGHWAY
PORT ST LUCIE,FL34952 		  501(c)(3) MEDICAL 2,000

HENRY FORD WEST BLOOMFIELD

1 FORD PLACE 5A
DETROIT,MI48202 		  501(c)(3) MEDICAL 9,000

ST MICHAEL HIGH SCHOOL

2275 RESORT PIKE ROAD
PETOSKEY,MI49770 		  501(c)(3) EDUCATION 1,000


      0

WAYNE STATE INST OF GERONTOLOGY

87 E FERRY 226 KNAPP BLDG
DETROIT,MI48302 		  501(c)(3) MEDICAL 2,500

WBEZ ALLIANCE

848 E GRAND BLVD
CHICAGO,IL60611 		  501(c)(3) AID 7,500

WESTMINISTER CHURCH OF DETROIT

17567 HUBBLL AVENUE
DETROIT,MI48235 		  501(c)(30) RELIGIOUS 5,000

YOUNG AMERICA'S FOUNDATION

110 ELDEN STREET
HERNDON,VA20170 		  501(c)(3) EDUCATION 2,000

FIRST PRESBYTERIAN CHURCH OF BIRMINGHAM

1669 WEST MAPLE ROAD
BIRMINGHAM,MI48009 		  501(c)(3) RELIGIOUS 3,000


      0

PADDLE ANTRIM

212 RIVER ST
ELK RAPIDS,MI49629 		  501(c)(3) GENERAL CHARITABLE 5,000

FREEDOM HOUSE DETROIT

2630 W LAFAYETTE BLVD
DETROIT,MI48216 		  501(c)(3) AID 2,000

KEEPERS OF THE SHIAWASSEE

P O BOX 22
LINDEN,MI48451 		  501(c)(3) GENERAL CHARITABLE 2,000

LITTLE TRAVERSE CONSERVANCY

3264 POWELL
HARBOR SPRINGS,MI49740 		  501(c)(3) CONSERVATION 5,000

GLACIER NATIONAL PARK CONSERVANCY

402 9TH STREET WET
COLUMBIA FALLS,MT59912 		  501(c)(3) CONSERVATION 2,500


      0

HILLSDALE COLLEGE

HILLSDALE ROAD
HILLSDALE,MI49242 		  501(c)(3) EDUCATION 2,500


      0

LINCOLN PARK ZOO

2200 N CANNON DRIVE
CHICAGO,IL60614 		  501(c)(3) ANIMAL PRESERVATION 1,000

LYRIC OPERA OF CHICAGO

20 N WACKER DRIVE SUITE 860
CHICAGO,IL60606 		  501(c)(3) ART 15,000

DETROIT INSTITUTE OF ARTS

5200 WOODWARD AVENUE
DETROIT,MI48202 		  501(c)(3) ART 6,500

DETROIT PAL

1680 MICHIGAN AVENUE
DETROIT,MI48216 		  501(c)(3) YOUTH ASSISTANCE 2,000

GREAT LAKES FIELD COUNCIL BOYS SCOUTS OF AM

1776 W WARREN
DETROIT,MI48208 		  501(c)(3) YOUTH ASSISTANCE 2,000

NATIONAL LEGAL AND POLICY CENTER

P O BOX 6821
FALLS CHURCH,VA22040 		  501(c)(3) LEGAL DEFENSE 2,000

NORTHMINISTER PRESBYTERIAN CHURCH

3633 W BIG BEAVER
TROY,MI48084 		  501(c)(3) RELIGIOUS 6,000

MUSEUM OF SCIENCE & INDUSTRY

5700 S LAKE SHORE DRIVE
CHICAGO,IL60637 		  501(c)(3) EDUCATION 1,000

ORDER OF MALTA DENTAL CLINIC

1915 LENNON
GROSSE POINTE WOODS,MI48236 		  501(c)(3) MEDICAL 6,000


      0

MACKINAC CENTER FOR PUBLIC POLICY

140 W MAIN STREET/PO BOX 568
MIDLAND,MI48640 		  501(c)(3) EDUCATION 5,000

SALVATION ARMY

16130 NORTHLAND DRIVE
SOUTHFIELD,MI48075 		  501(c)(3) AID 7,000

SHEDD AQUARIUM

1200 S LAKESHORE DRIVE
CHICAGO,IL60605 		  501(c)(3) EDUCATION 15,000


      0

ST STEPHENS INDIAN MISSION

P O BOX 278
ST STEPHENS,WY82524 		  501(c)(3) AID 1,000

SIX RIVERS REGIONAL LAND CONSERVANCY

P O BOX 80902
ROCHESTER,MI48308 		  501(c)(3) CONSERVATION 10,000

MICHIGAN CHAPLAIN MINISTRIES

2392 RICHWOOD
AURBURN HILLS,MI48326 		  501(c)(3) RELIGIOUS 3,000

U OF M CLUB OF DETROIT SCHOLARLSHIP FUND

3827 QUAIL RUN
ANN ARBOR,MI48105 		  501(c)(3) EDUCATION 10,000

YOUTH ENTITY

P O BOX 1989
CARBONDALE,CO81623 		  501(c)(3) YOUTH ASSISTANCE 500

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  501(c)(3) ART 4,000

THE FIELD MUSEUM

1400 S LAKESHORE DRIVE
CHICAGO,IL60605 		  501(c)(3) ART 1,000

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION

170 S INDEPENDENCE MALL W
PHILADELPHIA,PA19106 		  501(c)(3) GENERAL CHARITABLE 8,000

STEEP THEATRE COMPANY

1115 W BERWYN AVENUE
CHICAGO,IL60640 		  501(c)(3) GENERAL CHARITABLE 2,000

HOMELESS GARDEN PROJECT

P O BOX 617
SANTA CRUZ,CA95061 		  501(c)(3) AID 500

CAMP WESTMINISTER

17567 HUBBELL AVENUE
DETROIT,MI48235 		  501(c)(3) YOUTH ASSISTANCE 7,000


      0

FRIENDS OF THE CHICAGO RIVER

411 S WELLS ST 800
CHICAGO,IL60607 		  501(c)(3) ENVIRONMENTAL 5,000


      0

HEADWATERS TRAILS INC

PO BOX 33
HOLLY,MI48442 		  501(c)(3) ENVIRONMENTAL 2,000

FOOD WHAT1 SANTA CRUZ GIVES

1156 HIGH STREET
SANTA CRUZ,CA95064 		  501(c)(3) GENERAL CHARITABLE 2,500

JENSEN BEACH COMMUNITY CHURCH

3900 NORTHEAST SKYLINE DRIVE
JENSEN BEACH,FL34957 		  501(c)(3) RELIGIOUS 1,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA22172 		  501(c)(3) GENERAL CHARITABLE 500

WRCJ

1 CLOVER COURT
WIXOM,MI48939 		  501(c)(3) GENERAL CHARITABLE 1,000

NORTH COUNTRY TRAIL ASSN

229 E MAIN ST
LOWELL,MI49331 		  501(c)(3) GENERAL CHARITABLE 2,000

NATIONAL PARK FOUNDATION

1110 VERMONT AVENW SUITE 200
WASHINGTON,DC20005 		  501(c)(3) ENVIRONMENTAL 2,000

JOFFREY BALLET

10 E RANDOLPH STREET
CHICAGO,IL60601 		  501(c)(3) ART 10,000

LEADER DOG FOR THE BLIND

1039 ROCHESTER ROAD
ROCHESTER,MI48307 		  501(c)(3) GENERAL CHARITABLE 3,000

LEGAL COUNCIL FOR HEALTH JUSTICE

180 N MICHIGAN AVENUE STE 2110
CHICAGO,IL60601 		  501(c)(3) GENERAL CHARITABLE 5,000

FACIOSCAPULOHUMERAL MUSCULAR DYSTROPHY

55 KENOSIA AVENUE
DANBURY,CT06810 		  501(c)(3) MEDICAL 5,000

MICHIGAN DENTAL FOUNDATION

3657 OKESMOS RD STE 200
OKEMOS,MI48864 		  501(c)(3) GENERAL CHARITABLE 10,000


      0

NATIONAL RIFLE ASSN FOUNDATION

11250 WAPLE MILL ROAD
FAIRFAX,VA22030 		  501(c)(3) GENERAL CHARITABLE 3,000

MICHIGAN ORAL CANCER

47448 PONTIAC TRAIL 255
WIXOM,MI48393 		  501(c)(3) MEDICAL 2,000

SOUTHEASTERN LEGAL FOUNDATION

50 W CROSSVILLE ROAD
ROSWELL,GA30075 		  501(c)(3) GENERAL CHARITABLE 2,000

SEED SAVERS EXCHANGE

3094 NORTH WINN RD
DECORAH,IA52101 		  501(c)(3) GENERAL CHARITABLE 500

COREWELL HEALTH FOUNDATION SOUTHEAST

26901 BEAUMONT BLVD
SOUTHFIELD,MI48033 		  501(c)(3) MEDICAL 6,000

THE PARADE COMPANY

9500 MT ELLIOTT STUDIO A
DETROIT,MI48211 		  501(c)(3) GENERAL CHARITABLE 2,000

TOP OF THE TRAILS COUNCIL

1687 M-199
PETOSKEY,MI49770 		  501(c)(3) GENERAL CHARITABLE 2,000

TRINITY COMMUNITY CARE

47511 VAN DYKE
SHELBY TOWNSHIP,MI48317 		  501(c)(3) GENERAL CHARITABLE 5,000

VALLEY CHURCHES UNITED

900 HIGHWAY 9
BEN LOMOND,CA95005 		  501(c)(3) RELIGIOUS 1,000

THE LAND INSTITUTE

2440 E WATER WELL RD
SALINA,KS67401 		  501(c)(3) GENERAL CHARITABLE 1,000

NEW CREATION PROJECT

4589 PRATT ROAD
ANN ARBOR,MI48103 		  501(c)(3) GENERAL CHARITABLE 5,000


      0

CROSSROADS CARE CENTER

3205 SOUTH BLVD
AUBURN HILLS,MI48326 		  501(c) (3) MEDICAL 7,000

HUMBLE DESIGN

21420 MELROSE AVE
SOUTHFIELD,MI48075 		  501(c) (3) GENERAL CHARITABLE 2,000

MEADOWBROOK THEATRE

378 MEADOW BROOK RD
ROCHESTER,MI48309 		  501(c) (3) ART 3,522

OAKLEY PARK ELEMENTARY PTA

2015 OAKLEY PARK ROAD
WALLED LAKE,MI48390 		  501(c) (3) EDUCATION 500

PSEBYTERIAN VILLAGE OF MICHIGAN FOUNDATION

25200 TELEGRAPH ROAD SUITE 400
SOUTHFIELD,MI48033 		  501(c)(3) GENERAL CHARITABLE 5,000

THE NIGHT MINISTRY

1735 NORTH ASHLAND AVE SUITE 2000
CHICAGO,IL60622 		  501(c)(3) GENERAL CHARITABLE 2,000

TURNING POINT

36660 S GRATIOT
CLINTON TWP,MI48035 		  501(c)(3) GENERAL CHARITABLE 4,000

CENTER FOR ECOLITERACY

2150 ALLSTON WAY SUITE 270
BERKELEY,CA94704 		  501(c)(3) GENERAL CHARITABLE 3,500

CISV GREATER DETROIT

PO BOX 20254
FERNDALE,MI48220 		  501(c)(3) GENERAL CHARITABLE 7,000

COMMERCE UNITED METHODIST CHRUCH

1155 N COMMERCE RD
COMMERCE TOWNSHIP,MI48382 		  501(c)(3) RELIGION 1,000

DETROIT PUBLIC LIBRARY FRIENDS FOUNDATION

269 WALKER ST
DETROIT,MI48207 		  501(c)(3) GENERAL CHARITABLE 2,000

FRIENDS OF BRENNEMANN

4252 N CLARENDON AVE
CHICAGO,IL60613 		  501(c)(3) EDUCATION 3,000


      0

HUNDRED CLUB OF DETROIT

PO BOX 1018
FENTON,MI48430 		  501(c)(3) GENERAL CHARITABLE 2,000

MARY'S PLACE

1155 N 130TH ST
SEATTLE,WA98133 		  501(c)(3) GENERAL CHARITABLE 500

NATIONAL KIDNEY FOUNDATION OF MICHIGAN

1169 OAK VALLEY DR
ANN ARBOR,MI48108 		  501(c)(3) MEDICAL 1,000

SOUTHEASTERN LEGAL FOUNDATION

560 W CROSSVILLE RD SUITE 104
ROSWELL,GA30075 		  501(c)(3) GENERAL CHARITABLE 1,000

MICHIGAN TRAILS AND GREENWAYS ALLIANCE

503 MALL CT BOX 282
LANSING,MI48912 		  501(c)(3) GENERAL CHARITABLE 1,000

THE LYRIC THEATRE

275 EAST MAIN STREET
HARBOR SPRINGS,MI49740 		  501(c)(3) ART 2,000

TREASURE COAST HOSPICE FOUNDATION

1201 SE INDIAN STREET
STUART,FL34997 		  501(c)(3) MEDICAL 2,000

ART & LITERATURE FOUNDATION

300 INDEPENDENCE AVE SE
WASHINGTON DC,DC20003 		  501(c)(3) ART 1,000

MICHIGAN FAIR ELECTIONS

PO BOX 41
STOCKBRIDGE,MI49285 		  501(c)(3) GENERAL CHARITABLE 1,000
Total .................................right arrow 3a 522,208
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 184,784  
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 ............ 		        351,717
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) ..   184,784 351,717
13Total. Add line 12, columns (b), (d), and (e)..................
13
536,501
(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.)
1 MISC.
Form 990-PF (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -2,504


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 GainLossSaleOtherAssetsSch
Name:
SIEG DUNLAP FOUNDATION
EIN:
20-3641412
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
EMERGING MARKETS STOCK INDEX   Purchased 2024-07   25,000 24,947     53  
GROWTH INDEX ADMIRAL   Purchased 2024-03   100,000 15,589     84,411  
GROWTH INDEX ADMIRAL   Purchased 2024-07   100,000 13,640     86,360  
SMALL CAP GROWTH INDEX ADMIRAL   Purchased     50,000 9,972     40,028  
SMALL CAP VALUE INDEX ADMIRAL   Purchased     50,000 5,002     44,998  
VALUE INDEX ADMIRAL   Purchased 2024-03   100,000 31,347     68,653  
VALUE INDEX ADMIRAL   Purchased     25,000 7,571     17,429  
TOTAL INTL STOCK INDEX ADMIRAL   Purchased 2024-07   25,000 15,215     9,785  

TY 2024 OtherDecreasesSchedule
Name:
SIEG DUNLAP FOUNDATION
EIN:
20-3641412
Description Amount
ROUNDING ERROR 1


TY 2024 OtherExpensesSchedule
Name:
SIEG DUNLAP FOUNDATION
EIN:
20-3641412
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF MI 20      
CHARITABLE EVENTS 10,250     10,250
EXPOENT PHILANTHROPY RENEWAL 815      


TY 2024 OtherIncomeSchedule2
Name:
SIEG DUNLAP FOUNDATION
EIN:
20-3641412
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Tax Refund 1,403    
Transfer      
RETURN OF GRANT 35,000    


TY 2024 TaxesSchedule
Name:
SIEG DUNLAP FOUNDATION
EIN:
20-3641412
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 6,478 6,478