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 01-01-2024 , and ending 12-31-2024
Name of foundation
RUTH MOTT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 EAST COURT STREET 3C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLINT, MI485021649
A Employer identification number

38-2876435
B Telephone number (see instructions)

(810) 233-0170
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$271,669,368J 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 26,190 26,190  
4 Dividends and interest from securities... 5,150,978 5,368,856  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,932,966
b Gross sales price for all assets on line 6a 40,607,738
7 Capital gain net income (from Part IV, line 2)... 11,037,536
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,643 45,767  
12 Total. Add lines 1 through 11........ 16,156,777 16,478,349  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 322,768 3,802   318,966
14 Other employee salaries and wages...... 1,551,478 5,169   1,532,058
15 Pension plans, employee benefits....... 359,306 1,442   357,157
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,283 0   1,283
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,600 0   52,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
807,518 545,000   263,501
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
646,965 71,391   129,938
19 Depreciation (attach schedule) and depletion... 211,016 0  
20 Occupancy.............. 157,642 0   145,178
21 Travel, conferences, and meetings....... 80,688 0   82,946
22 Printing and publications.......... 2,033 0   2,033
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,160,598 545,191   2,712,590
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,353,895 1,171,995   5,598,250
25 Contributions, gifts, grants paid....... 3,436,930 4,127,430
26 Total expenses and disbursements. Add lines 24 and 25 10,790,825 1,171,995   9,725,680
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,365,952
b Net investment income (if negative, enter -0-) 15,306,354
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............. 796,132 26,083 26,083
2 Savings and temporary cash investments......... 8,741,359 3,032,291 3,032,291
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 arrow273,847
Less: allowance for doubtful accounts right arrow0 438,929 273,847 273,847
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 209,623 291,367 291,367
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 150,281,287 Click to see attachment
List of Attached Documents:
// Content
155,385,651 		155,385,651
c Investments—corporate bonds (attach schedule)....... 23,642,402 Click to see attachment
List of Attached Documents:
// Content
30,165,327 		30,165,327
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).......... 64,171,159 Click to see attachment
List of Attached Documents:
// Content
71,564,146 		71,564,146
14 Land, buildings, and equipment: basis right arrow12,350,306
Less: accumulated depreciation (attach schedule) right arrow4,584,031 6,100,642 7,766,275 7,766,275
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,256,461 		Click to see attachment
List of Attached Documents:
// Content
3,164,381 		Click to see attachment
List of Attached Documents:
// Content
3,164,381
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 256,637,994 271,669,368 271,669,368
Liabilities 17 Accounts payable and accrued expenses.......... 152,045 418,553
18 Grants payable................. 1,600,000 909,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,731,201 		Click to see attachment
List of Attached Documents:
// Content
1,872,612
23 Total liabilities (add lines 17 through 22)......... 3,483,246 3,200,665
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 253,154,748 268,468,703
29 Total net assets or fund balances (see instructions)..... 253,154,748 268,468,703
30 Total liabilities and net assets/fund balances (see instructions). 256,637,994 271,669,368
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
253,154,748
2
Enter amount from Part I, line 27a .....................
2
5,365,952
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,948,003
4
Add lines 1, 2, and 3 ..........................
4
268,468,703
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
268,468,703
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.)
1 a 1000 SHS VERIZON COMMUNICATNS COM P 2008-07-18 2024-02-14
b 1030 SHS COINBASE GLOBAL INC REG SHS P 2017-07-28 2024-01-02
c 12400 SHS COCA COLA COM P 2008-07-17 2024-02-14
d 125920.162 SHS VANGUARD SHORT-TERM TREASURY FUND P 2022-10-03 2024-10-21
e 13775 SHS ENVESTNET INC P 2023-10-03 2024-07-11
1546 SHS UNITY SOFTWARE INC P 2018-06-13 2024-06-20
161 SHS COINBASE GLOBAL INC REG SHS P 2017-07-28 2024-01-02
1690 SHS UNITY SOFTWARE INC P 2020-03-31 2024-06-20
18383.618 SHS VANGUARD DEVELOPED MARKETS INDEX P 2018-10-17 2024-10-15
192.085 SHS YORK CREDIT OPPTN - A/1 SERIES P 2011-08-01 2024-07-24
20200 SHS CISCO SYSTEMS INC COM P 2017-01-12 2024-02-14
2102 SHS UNITY SOFTWARE INC P 2016-04-12 2024-06-20
2700 SHS ABBOTT LABS P 2004-03-24 2024-02-14
2700 SHS ABBVIE INC SHS P 2004-03-24 2024-02-14
27000 SHS NEXTERA ENERGY PARTNRS LCOM P 2024-01-11 2024-11-12
274 SHS UNITY SOFTWARE INC P 2018-10-31 2024-06-20
27706.131 SHS VANGUARD SHORT-TERM TREASURY FUND P 2022-10-03 2024-12-13
306748.466 SHS VANGUARD SHORT-TERM TREASURY FUND P 2024-03-15 2024-04-17
3200 SHS VERIZON COMMUNICATNS COM P 2010-03-26 2024-02-14
3284 SHS UNITY SOFTWARE INC P 2016-04-12 2024-06-20
3775 SHS KKR & CO INC P 2018-08-23 2024-06-11
3935 SHS CBOE GLOBAL MARKETS INC COM P 2018-08-22 2024-02-14
4000 SHS COCA COLA COM P 2008-07-30 2024-02-14
4150 SHS ABBOTT LABS P 2010-07-30 2024-02-14
4990.518 SHS VANGUARD SMALL CAP INDEXFUND ADMIRAL CLASS P 2017-04-28 2024-02-06
5000 SHS ABBVIE INC SHS P 2010-07-30 2024-02-14
5200 SHS NIKE INC CL B P 2020-03-09 2024-09-11
53333.839 SHS VANGUARD SHORT-TERM TREASURY FUND P 2022-10-03 2024-04-17
5630 SHS VANGUARD UTILITIES ETF P 2023-12-07 2024-01-11
5650 SHS PAYPAL HOLDINGS INC SHS P 2022-02-24 2024-09-11
5800 SHS JPMORGAN CHASE & CO P 2013-02-22 2024-02-14
5850 SHS CVS HEALTH CORP P 2008-12-18 2024-02-14
5900 SHS PEPSICO INC P 2009-08-13 2024-02-14
608 SHS UNITY SOFTWARE INC P 2018-06-13 2024-06-20
6550 SHS LOWE'S COMPANIES INC P 2012-11-15 2024-02-14
700 SHS ABBVIE INC SHS P 2008-12-18 2024-02-14
7150 SHS VERIZON COMMUNICATNS COM P 2008-04-22 2024-02-14
72525.473 SHS VANGUARD DEVELOPED MARKETS INDEX P 2020-11-16 2024-10-15
7834.98 SHS YORK CREDIT OPPTN - A/1 SERIES P 2011-08-01 2024-05-22
84087 SHS NEXTDECADE CORP P 2024-05-21 2024-05-23
913 SHS COINBASE GLOBAL INC REG SHS P 2014-12-02 2024-01-02
98855.172 SHS VANGUARD SHORT-TERM TREASURY FUND P 2023-02-08 2024-12-13
ANRP (EPE AIV) LP P   2024-12-31
ANRP INTERNATIONAL HOLDINGS LP P   2024-12-31
APOLLO NATURAL RESOURCES LP P 2012-01-01 2024-12-31
APOLLO NATURAL RESOURCES LP P 2012-01-01 2024-12-31
ARBORETUM VENTURES IV, L.P. P   2024-12-31
CROSSLINK VENTURES V LIQUIDATING FUND LLC P   2024-12-31
CROSSLINK VENTURES VI, L.P. P   2024-12-31
DFJ GROWTH IV, LP P   2024-12-31
DFJ GROWTH IV, LP P   2024-12-31
MFO D&D SMID CAP VALUE FUND P   2024-12-31
MFO D&D SMID CAP VALUE FUND P   2024-12-31
MFO TOWLE FUND P   2024-12-31
MFO TOWLE FUND P   2024-12-31
MFO WESTFIELD FUND A P   2024-12-31
MFO WESTFIELD FUND A P   2024-12-31
SOF-XIII VIP TE, LP P   2024-12-31
TRP CAPITAL PARTNERS,LP P   2024-12-31
WEXFORD OFFSHORE SPECTRUM FUND LTD. P   2024-06-17
HUNTER POINT CAPITAL INVESTORS LP P   2024-12-31
IMPACT VENTURES III, LP P   2024-12-31
IMPACT VENTURES IV, LP P   2024-12-31
TACONIC CRE DISLOCATION FUND, LP P   2024-12-31
TACONIC CRE DISLOCATION FUND II, LP P   2024-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,055   33,213 6,842
b 168,796   8,498 160,298
c 732,997   309,364 423,633
d 1,242,832   1,256,683 -13,851
e 848,450   580,499 267,951
23,983   18,676 5,307
26,385   1,328 25,057
26,217   37,180 -10,963
303,330   242,112 61,218
16,731   5,831 10,900
1,011,300   607,545 403,755
32,608   14,903 17,705
301,298   48,576 252,722
467,810   52,676 415,134
421,899   669,966 -248,067
4,250   3,425 825
272,074   276,507 -4,433
2,981,595   3,000,000 -18,405
128,176   91,110 37,066
50,944   23,286 27,658
412,658   100,401 312,257
728,467   390,303 338,164
236,451   103,606 132,845
463,106   97,912 365,194
500,000   321,439 178,561
866,315   127,925 738,390
402,160   441,696 -39,536
518,405   532,272 -13,867
765,736   774,383 -8,647
389,267   561,695 -172,428
1,014,946   282,373 732,573
445,916   159,965 285,951
984,238   333,152 651,086
9,432   7,345 2,087
1,482,298   206,288 1,276,010
121,284   19,245 102,039
286,393   239,625 46,768
1,196,670   1,045,092 151,578
666,810   237,835 428,975
617,270   666,810 -49,540
149,622   2,520 147,102
970,758   983,609 -12,851
    4,675 -4,675
43     43
    66,759 -66,759
    8,529 -8,529
4,493     4,493
9,090     9,090
    2,334 -2,334
    32,112 -32,112
39     39
601,146   631,657 -30,511
3,144,240   2,079,920 1,064,320
4,264,709   4,836,340 -571,631
6,692,454   5,056,404 1,636,050
1,471,636   1,137,545 334,091
896,951   794,952 101,999
9,039     9,039
1,041,531     1,041,531
5,658     5,658
589     589
99,546     99,546
    817 -817
6,541     6,541
    1,289 -1,289
30,101     30,101
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       6,842
b       160,298
c       423,633
d       -13,851
e       267,951
      5,307
      25,057
      -10,963
      61,218
      10,900
      403,755
      17,705
      252,722
      415,134
      -248,067
      825
      -4,433
      -18,405
      37,066
      27,658
      312,257
      338,164
      132,845
      365,194
      178,561
      738,390
      -39,536
      -13,867
      -8,647
      -172,428
      732,573
      285,951
      651,086
      2,087
      1,276,010
      102,039
      46,768
      151,578
      428,975
      -49,540
      147,102
      -12,851
      -4,675
      43
      -66,759
      -8,529
      4,493
      9,090
      -2,334
      -32,112
      39
      -30,511
      1,064,320
      -571,631
      1,636,050
      334,091
      101,999
      9,039
      1,041,531
      5,658
      589
      99,546
      -817
      6,541
      -1,289
      30,101
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 11,037,536
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) 1 212,758
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........................... 3 212,758
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- ..... 5 212,758
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 174,537
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 259,537
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 492
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 46,287
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow46,287 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowHTTP://WWW.RUTHMOTTFOUNDATION.ORG
14
The books are in care ofright arrowCONNIE M PALMER DIR FIN ADMIN Telephone no.right arrow (810) 233-0170

Located atright arrow111 EAST COURT STREET SUITE 3CFLINTMI ZIP+4right arrow485021649
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARYANNE MOTT CHAIR
15.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
KYLE MCCREE VICE CHAIR
3.50 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
JOSEPH ROBINSON TREASURER
5.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
SHANNON EASTER WHITE SECRETARY
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
ROBERT PESTRONK TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
CHARLES MEYNET TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
MARISE MOTT MEYNET SHEEHAN TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
DEBRA FURR-HOLDEN TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
JA'NEL JAMERSON TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
TIFFANY BROWN TRUSTEE
3.00 		0 0 0
111 E COURT ST SUITE 3C
FLINT,MI48502
RAQUEL THUEME PRESIDENT
50.00 		322,768 54,710 0
111 E COURT ST SUITE 3C
FLINT,MI48502
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
RAQUEL ROBINSON VICE PRESIDENT OF PR
50.00 		206,199 43,548 0
111 E COURT ST SUITE 3C
FLINT,MI48502
CONNIE PALMER DIRECTOR OF FINANCE
50.00 		188,630 29,086 0
111 E COURT ST SUITE 3C
FLINT,MI48502
ELIZABETH JORDAN SENIOR PROGRAM OFFIC
50.00 		151,692 35,136 0
111 E COURT ST SUITE 3C
FLINT,MI48502
TYPHENA CLARKE COMMUNITY ENGAGEMENT
50.00 		143,314 28,437 0
111 E COURT ST SUITE 3C
FLINT,MI48502
KRISTIN LONGLEY DIRECTOR OF COMMUNIC
50.00 		149,488 18,974 0
111 E COURT ST SUITE 3C
FLINT,MI48502
Total number of other employees paid over $50,000...................right arrow 20
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
MFO MANAGEMENT COMPANY INVEST. MGMT. & CONSULTING & ACCTG 560,000
111 E COURT ST SUITE 3D
FLINT,MI48502
NETSOURCE ONE NETWORK MAINTENANCE & SUPPORT 56,853
5454 HAMPTON PLACE
SAGINAW,MI48604
SULLIVAN COTTER HOLDINGS INC COMPENSATION STUDY 51,230
62272 COLLECTIONS CTR DR
CHICAGO,IL60693
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 GENERAL INFORMATION - SEE STATEMENT 23 0
2 PRESERVATION/OPERATION OF APPLEWOOD ESTATE - SEE STATEMENT 24 1,505,965
3 COLLECTIONS - SEE STATEMENT 25 491,680
4 APPLEWOOD EDUCATION & EVENTS - SEE STATEMENT 26 535,290
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 PROGRAM RELATED INVESTMENT (PRI) TO COMMUNITIES FIRST, INC TO USE AS A BRIDGE LOAN TO A MISSING MIDDLE GRANT BY SUPPORTING THE REHABILITATION AND REPAIR OF ORCHARD LANE APARTMENTS AND TOWNHOMES. 1,000,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow1,000,000
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
199,064,283
b
Average of monthly cash balances.......................
1b
6,116,803
c
Fair market value of all other assets (see instructions)................
1c
49,915,042
d
Total (add lines 1a, b, and c).........................
1d
255,096,128
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
255,096,128
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,826,442
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
251,269,686
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,563,484
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
12,563,484
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
212,758
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
212,758
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,350,726
4
Recoveries of amounts treated as qualifying distributions................
4
23,304
5
Add lines 3 and 4............................
5
12,374,030
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
12,374,030
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
9,725,680
b
Program-related investments—total from Part VIII-B..................
1b
1,000,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,738,714
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
12,464,394
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 12,374,030
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 10,308,782
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 12,464,394
a Applied to 2023, but not more than line 2a 10,308,782
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,155,612
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		10,218,418
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 e-mail address of the person to whom applications should be addressed:
RUTH MOTT FOUNDATION
111 E COURT ST SUITE 3C
FLINT,MI485021649
(810) 233-0170
bThe form in which applications should be submitted and information and materials they should include:
POTENTIAL GRANTEES ARE ENCOURAGED TO GO TO WWW.RUTHMOTTFOUNDATION.ORG FOR INFORMATION ON THE RUTH MOTT FOUNDATION GRANT PROCESS AND GUIDELINES.
cAny submission deadlines:
BOARD APPROVES GRANTS 3 TIMES A YEAR (FEB/MARCH, JUNE & OCT). SEE WEBSITE FOR SPECIFIC DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE RUTH MOTT FOUNDATION BELIEVES IN COMMUNITY VITALITY, WHICH EMERGES FROM SAFE AND VIBRANT NEIGHBORHOODS THAT ARE HOME TO HEALTHY, FINANCIALLY SECURE FAMILIES AND CHILDREN. TO ACHIEVE THIS IN OUR COMMUNITY, WE ARE FOCUSING OUR EFFORTS ON NORTH FLINT, THE AREA WHERE WE BELIEVE OUR EFFORTS CAN MAKE THE BIGGEST DIFFERENCE. WE DEFINE NORTH FLINT AS THE CITY LIMITS ON THE WEST, NORTH AND EAST, AND FLUSHING ROAD/5TH AVENUE/LONGWAY BOULEVARD CORRIDOR TO THE SOUTH. GRANTS MUST ADDRESS YOUTH, SAFETY, ECONOMIC OPPORTUNITY, OR NEIGHBORHOODS. MORE SPECIFIC GUIDELINES CAN BE FOUND ON THE FOUNDATION'S WEBSITE - WWW.RUTHMOTTFOUNDATION.ORG.
Form 990-PF (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

ACTIVE BOYS IN CHRIST

2715 N AVERILL AVE
FLINT,MI48506 		NONE PC ABC GENERAL OPERATING SUPPORT 2024-2025 38,000

AFRICAN DRUM AND DANCE PARENTS ASSOCIATION

PO BOX 310108
FLINT,MI48531 		NONE PC ADDPA GENERAL OPERATING SUPPORT 2024 30,000

ASBURY COMMUNITY DEVELOPMENT CORPORATION

1653 DAVISON ROAD
FLINT,MI48506 		NONE PC ASBURY GENERAL OPERATING SUPPORT 2025-2026 112,500

BANGTOWN STUDIO ON THE GO

615 S SAGINAW ST SUITE 6019
FLINT,MI48502 		NONE PC STUDIO ON THE GO 2024 41,000

BETHEL UNITED METHODIST CHURCH

1309 N BALLENGER HWY
FLINT,MI48504 		NONE PC FLINT FREEDOM SCHOOL COLLABORATIVE 2024-2025 75,000

BIG BROTHERS BIG SISTERS OF FLINT AND GENESEE COUNTY

1176 ROBERT T LONGWAY BLVD
FLINT,MI48503 		NONE PC OUT OF SCHOOL TIME MENTORING PROGRAM 2024 - 2025 65,000

BOYS AND GIRLS CLUB OF GREATER FLINT

3701 N AVERILL AVE
FLINT,MI48506 		NONE PC BGC GENERAL OPERATING SUPPORT 2024 - 2025 80,000

CENTER FOR HIGHER EDUCATIONAL ACHIEVEMENT (CHEA)

2002 MARYLAND AVE SUITE A
FLINT,MI48506 		NONE PC CHEA NORTH FLINT ADULT EDUCATION PROGRAM 2024-2025 35,000

CHILD CARE NETWORK

3941 RESEARCH PARK DRIVE SUITE C
ANN ARBOR,MI48108 		NONE PC FAMILY SUPPORT PROGRAM 2025 50,000

COMMUNITIES FIRST INC

1112 W BRISTOL RD
FLINT,MI48507 		NONE PC BUILDING HEALTHY AND VIBRANT COMMUNITIES 95,000

COMMUNITY FOUNDATION OF GREATER FLINT

500 S SAGINAW STREET SUITE 200
FLINT,MI48502 		NONE PC NEIGHBORHOOD SMALL GRANTS PROGRAMS 2024 90,000

COUNCIL OF MICHIGAN FOUNDATIONS

3101 EAST GRAND BLVD SUITE 300
DETROIT,MI48202 		NONE PC PHILANTHROPIC CAPACITY 2024 16,000

CPSA COURIER INC

109 WELCH BOULEVARD
FLINT,MI48503 		NONE PC COURIER GENERAL OPERATING SUPPORT 2024-2026 80,000

CRIME STOPPERS OF FLINT AND GENESEE COUNTY

210 E FIFTH ST
FLINT,MI48502 		NONE PC CRIME STOPPERS GENERAL OPERATING SUPPORT 2024 75,000

EL BALLET FOLKLORICO ESTUDIANTIL

5211 E CARPENTER RD
FLINT,MI48506 		NONE PC EL BALLET GENERAL OPERATING SUPPORT 2024-2025 20,000

EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE

4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2024-2026 150,000

FERRIS WHEEL INNOVATION CENTER DBA 100K IDEAS

601 S SAGINAW ST
FLINT,MI48502 		NONE PC 100K NORTH FLINT PROGRAMMING INITIATIVE 2024 40,000

FIRST PRESBYTERIAN CHURCH

746 SOUTH SAGINAW STREET
FLINT,MI48502 		NONE PC FLINT FAMILIES FORWARD: MICHIGAN ID INITIATIVE 7,000

FLINT AND GENESEE CHAMBER FOUNDATION

519 S SAGINAW STREET STE 200
FLINT,MI48502 		NONE PC FLINTSIDE ON THE GROUND: 2024-2025 37,300

FLINT JACKSON PARK YOUTH LEAGUE

PO BOX 755
FLINT,MI48501 		NONE PC JACKSON PARK GENERAL OPERATING SUPPORT 2024 22,500

FLOYD J MCCREE THEATRE

4601 CLIO ROAD
FLINT,MI48504 		NONE PC PERFORMING ARTS PROGRAMS FOR YOUTH 2024-2025 20,000

FORGE FLINT

C/O FIRST PRESBYTERIAN CHURCH OF
FLINT 746 S SAGINAW ST
FLINT,MI48502 		NONE PC RELIABLE TRANSPORTATION FOR EMPLOYMENT OPPORTUNITIES 2025 37,200

GEARUP2LEAD

141 W SECOND ST
FLINT,MI48502 		NONE PC THE ENGAGEMENT CENTER & COALITION 2024 30,000

GENESEE COUNTY LAND BANK AUTHORITY

452 SOUTH SAGINAW STREET 2ND FLOOR
FLINT,MI48502 		NONE GOV CLEAN & GREEN 2025 300,000

GENESEE COUNTY PARKS AND RECREATION COMMISSION

5045 STANLEY ROAD
FLINT,MI48506 		NONE GOV NORTH FLINT PUBLIC SAFETY STRATEGY 2024 390,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW SUITE 650
WASHINGTON,DC20005 		NONE PC GEO PHILANTHROPIC CAPACITY 2024 4,000

HISPANIC TECHNOLOGY AND COMMUNITY CENTER DBA LATINX TECHNOLOGY AND COMMUNIT

P O BOX 743
FLINT,MI48501 		NONE PC GENERAL OPERATING SUPPORT 2025-2026 125,000

INVOLVEDDAD

1172 ROBERT T LONGWAY
FLINT,MI48503 		NONE PC IMPACT/FAMILY MATTERS - FATHER ENGAGEMENT 2024 75,000

LEGAL SERVICES OF EASTERN MICHIGAN

436 SOUTH SAGINAW STREET SUITE 101
FLINT,MI48502 		NONE PC THE NORTH FLINT LEGAL OUTREACH & IMMERSION PROJECT 2025 59,500

LOCAL INITIATIVES SUPPORT CORPORATION

111 E COURT ST SUITE 1E
FLINT,MI48502 		NONE PC LISC FLINT STRATEGY 2022-2025 75,000

MADE INSTITUTE

503 GARLAND ST
FLINT,MI48503 		NONE PC MADE GENERAL OPERATING SUPPORT 2024-2026 92,000

METRO COMMUNITY DEVELOPMENT INC

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

MICHIGAN CIVIC EDUCATION FUND (MCEF)

28342 DARTMOUTH ST
MADISON HEIGHTS,MI48071 		NONE PC CIVIC PARTICIPATION PILOT 2024 20,000

MICHIGAN STATE UNIVERSITY

200 EAST FIRST STREET COLLEGE OF
HUMAN MEDICINE-FLINT CAMPUS
FLINT,MI48502 		NONE PC RX KIDS: PRENATAL AND INFANT ALLOWANCES IN FLINT, MI 400,000

MISSION INVESTORS EXCHANGE

1899 L STREET NW SUITE 850
WASHINGTON,DC20036 		NONE PC PHILANTHROPIC CAPACITY 2025 3,500

MOTHERLY INTERCESSION

PO BOX 311109
FLINT,MI48531 		NONE PC READING AND COUNTING TO SUCCEED 2024 45,000

NATION OUTSIDE

1420 WASHINGTON BLVD SUITE 301
DETROIT,MI48226 		NONE PC NATION OUTSIDE FLINT CHAPTER 2024 45,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 350
WASHINGTON,DC20006 		NONE PC PHILANTHROPIC CAPACITY 2024 4,900

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC HEALING THROUGH YOUR STORY 9,100

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC FLINT: OUR COMMUNITY, OUR VOICE 10,000

NEIGHBORHOOD ENGAGEMENT HUB

3216 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC NEH GENERAL OPERATIONS 2024 - 2025 105,000

PEAK GRANTMAKING

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006 		NONE PC PEAK PHILANTHROPIC CAPACITY 2024 3,000

PECKHAM INC

3510 CAPITAL CITY BLVD
LANSING,MI48906 		NONE PC EMBERS PROJECT 2024 28,700

PROJECT SYNCERE INC

9012 S STONY ISLAND AVENUE
CHICAGO,IL60617 		NONE PC STEMNETICS 2024-2025 40,000

SIPI INC

4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE NC NORTH FLINT CAPACITY BUILDING 2024-2025 141,230

SYLVESTER BROOME EMPOWERMENT VILLAGE

4119 N SAGINAW ST
FLINT,MI48505 		NONE PC NORTH FLINT NEIGHBORHOOD ACTION COUNCIL 2023 55,000

SYLVESTER BROOME EMPOWERMENT VILLAGE

4119 N SAGINAW ST
FLINT,MI48505 		NONE PC SBEV GENERAL OPERATING 2023 - 2025 150,000

THE FLINT INSTITUTE OF MUSIC INC

1025 EAST KEARSLEY STREET
FLINT,MI48503 		NONE PC COMMUNITY PROGRAMS 2024 35,000

UNITED WAY OF GENESEE COUNTY

111 E COURT ST SUITE 3A
FLINT,MI48502 		NONE PC FRIENDS OF BERSTON - GENERAL OPERATION 2023-2025 100,000

URBAN RENAISSANCE CENTER

2505 N CHEVROLET AVENUE
FLINT,MI48504 		NONE PC URC GENERAL OPERATING SUPPORT 2024 - 2025 315,000

YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER FLINT

411 EAST THIRD STREET
FLINT,MI48503 		NONE PC SAFE PLACES 2024-2025 100,000
Total .................................right arrow 3a 4,127,430
bApproved for future payment

AFRICAN DRUM AND DANCE PARENTS ASSOCIATION
PO BOX 310108
FLINT,MI48505 		NONE PC ADDPA GENERAL OPERATING SUPPORT 2024 - LIFE SKILLS & CULTURAL AWARENESS PROJECT 30,000

ASBURY COMMUNITY DEVELOPMENT CORPORATION
1653 DAVISON ROAD
FLINT,MI48506 		NONE PC ASBURY GENERAL OPERATING SUPPORT 2025-2026 112,500

EVERGREEN COMMUNITY DEVELOPMENT INITIATIVE
4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		NONE PC GENERAL OPERATING SUPPORT 2024-2026 150,000

HISPANIC TECHNOLOGY AND COMMUNITY CENTER DBA LATINX TECHNOLOGY AND COMMUNIT
PO BOX 743
FLINT,MI48501 		NONE PC GENERAL OPERATING SUPPORT 2025-2026 125,000

MADE INSTITUTE
503 GARLAND STREET
FLINT,MI48531 		NONE PC MADE GENERAL OPERATING SUPPORT 2024-2026 92,000
Total ................................. right arrow 3b 509,500
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 ........... 		    14 26,190  
4 Dividends and interest from securities .... 211100 0 14 5,150,978  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,932,966  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a"HUGS AROUND YOUR NECK" BOOK SALES 		        35
bAPPLEWOOD 100TH ANNIVERSARY BOOK SALES         641
cCS MOTT BIOGRAPHY BOOK SALES         200
dINTEREST INCOME FROM PROGRAM-RELATED INVESTMENTS         45,767
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 16,110,134 46,643
13Total. Add line 12, columns (b), (d), and (e)..................
13
16,156,777
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A "HUGS AROUND YOUR NECK" BOOK SALES - A CHILDREN'S BOOK WAS WRITTEN BY APPLEWOOD STAFF IN MEMORY OF ONE OF RUTH MOTT'S FORMER EMPLOYEES. THE BOOK IS SCIENTIFICALLY ACCURATE AND TOUCHES ON THE THEMES OF SCIENCE, INCLUDING BUTTERFLIES AND FLOWERS, AND DIVERSITY AND INCLUSION. THE MAIN PURPOSE OF THE BOOK IS TO BE USED AS A PROGRAMMING TOOL FOR YEARS TO COME. IT IS ALSO BEING SOLD TO THE GENERAL PUBLIC.
11B "APPLEWOOD - THE CHARLES STEWART MOTT ESTATE, ONE HUNDRED YEARS OF STORIES, 1916-2016"- THE BOOK RECOUNTS STORIES OF THE MOTT FAMILY AND THEIR LIVES AT APPLEWOOD. AFTER C.S.'S PASSING HIS WIDOW, RUTH, WANTED TO SHARE HIS STORY AND BEGAN A RESTORATION PROCESS WITH INTENTIONS OF EVENTUALLY OPENING APPLEWOOD TO THE PUBLIC. THE BOOK PROVIDES ACCESS AND INSIGHTS THAT YOU CANNOT FIND IN PUBLIC RECORDS. IN MR. MOTT'S OWN WORDS YOU WILL READ OF THE KEEN INTEREST HE TOOK IN EVERY DETAIL OF THE LANDSCAPING AND GARDENS. THE BOOK SHARES THE STORIES OF THE PEOPLE WHO LIVED THERE, WORKED THERE, OR SIMPLY VISITED AND CELEBRATES THE UNIQUE AND LARGELY PRIVATE PAST OF APPLEWOOD. IT PRESENTS PHOTOS AND DETAILS OF FURNISHINGS, ARTWORK AND THE LANDSCAPE THAT SURROUNDS IT. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
11C "THE LIFE OF CHARLES STEWART MOTT"-THE BOOK REFLECTS THE LIFE OF MOTT WHOSE NAME TODAY IS MOST WIDELY RECOGNIZABLE WHEN USED IN CONNECTION WITH THE WORD FOUNDATION. BUT PHILANTHROPY IS ONLY ONE REASON THE LIFE OF MOTT - ENTREPRENEUR, INDUSTRIALIST, BANKER, MAYOR, AND SOMETIMES EVEN COWBOY IS WORTH KNOWING ABOUT TODAY. MOTT WAS BORN TEN YEARS AFTER THE DEATH OF ABRAHAM LINCOLN AND ONE YEAR BEFORE THE 1876 CENTENNIAL OF THE FOUNDING OF THE UNITED STATES. HE NOT ONLY LIVED THROUGH THE MOST DRAMATIC TECHNOLOGICAL SHIFT AND PERIOD OF ECONOMIC GROWTH THAT HAD YET BEEN KNOWN, BUT HE ACTIVELY PARTICIPATED IN AND CONTRIBUTED TO THESE EVENTS AS A MAJOR INNOVATOR AND LEADER AT GENERAL MOTORS, AS A PUBLIC OFFICIAL, AND AS A PHILANTHROPIST. THIS VIVID BIOGRAPHY PORTRAYS A COMPLEX, BRILLIANT, OFTEN CONTRADICTORY, AND ULTIMATELY FASCINATING MAN. THE BOOK IS BEING SOLD TO THE GENERAL PUBLIC.
11D "INTEREST INCOME FROM PROGRAM-RELATED INVESTMENT" - REFER TO PART VIII-B FOR ADDITIONAL INFORMATION.
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)
Yes
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1b(6) 384,685 SMALL BUSINESS ASSOCIATION OF MI (HEALTH INS PROVIDER) GROUP HEALTH INSURANCE
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING MANAGEMENT FEE 15,000 0   15,000
AUDIT FEE 37,600 0   37,600

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

TY 2024 ExpenditureResponsibilityStmt
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SIPI INC
  		4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		2023-12-01 136,000 THE GRANT TO SIPI WOULD CONTINUE TO PROVIDE CAPACITY BUILDING SUPPORT FOR NONPROFITS AND SMALL BUSINESSES SERVING NORTH FLINT THROUGH WORKSHOPS, COHORT PROGRAMS, AND EMBEDDED SUPPORTS. ORGANIZATIONS PARTICIPATING IN WORKSHOPS AND COHORT GROUPS ARE ELIGIBLE FOR ADDITIONAL HOURS OF ONE-ON-ONE TECHNICAL ASSISTANCE.VERIFICATION DATES:2/16/24; 4/10/24; 7/10/24; 12/16/24 136,000 GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 6/18/24 AND 12/11/24   THE INTERIM REPORT WAS PROVIDED ON 6/18/24 AND THE FINAL REPORT WAS PROVIDED ON 12/11/24. THEY DETAILED THE CAPACITY BUILDING SERVICES PROVIDED IN ACCORDANCE WITH THE GRANT AND DOCUMENTED THAT ALL GRANT FUNDS WERE SPENT.
SIPI INC
  		4121 MARTIN LUTHER KING AVE
FLINT,MI48505 		2024-12-01 141,230 THE GRANT TO SIPI WOULD CONTINUE TO PROVIDE CAPACITY BUILDING SUPPORT FOR NONPROFITS AND SMALL BUSINESSES SERVING NORTH FLINT THROUGH WORKSHOPS, COHORT PROGRAMS, AND EMBEDDED SUPPORTS. ORGANIZATIONS PARTICIPATING IN WORKSHOPS AND COHORT GROUPS ARE ELIGIBLE FOR ADDITIONAL HOURS OF ONE-ON-ONE TECHNICAL ASSISTANCE.VERIFICATION DATES:12/16/24; 4/29/25   GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. RECEIVED 07/21/2025 AND ANTICIPATED 12/12/2025   THE INTERIM REPORT WAS RECEIVED ON 07/21/2025 AND THE FINAL REPORT WILL BE DUE ON 12/12/2025. THE INTERIM REPORT DETAILED THE CAPACITY BUILDING SERVICES PROVIDED IN ACCORDANCE WITH THE GRANT AND DOCUMENTED GRANT FUNDS SPENT TO DATE.
ELGA CREDIT UNION
  		6065 GRAND POINTE BLVD
GRAND BLANC,MI48439 		2023-06-01 1,000,000 PROGRAM RELATED INVESTMENT (PRI) TO ELGA CREDIT UNION (ELGA CU). THE FOUNDATION WILL DEPOSIT $1,000,000 INTO A MONEY MARKET ACCOUNT FOR A MINIMUM OF 3 YEARS AT A VARIABLE INTEREST RATE OF 150 BASIS POINTS BELOW THE LOWER BOUND OF THE OF LOAN PROGRAMS THAT WILL SERVE THE NEEDS OF RESIDENTS FOR AFFORDABLE FEDERAL FUNDS RATE. ELGA CU WILL DEPLOY FUNDS BY WAY HOUSING AND BUSINESSES IN NORTH FLINT.VERIFICATION DATES:2023- 05/17; 2024 - 03/24; 2025 - 04/14 1,000,000 FOUNDATION KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. 4/1/2024, 05/23/2024   FOUNDATION WILL CONTINUE INFORMAL CHECK INS THROUGHOUT YEAR WITH NEXT INTERIM REPORT DUE MARCH 31, 2026.

TY 2024 GeneralExplanationAttachment
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Identifier Return Reference Explanation
GENERAL PART VIII-A THE RUTH MOTT FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED BY RUTH MOTT, A PHILANTHROPIST AND WIFE OF AUTOMOTIVE PIONEER CHARLES STEWART MOTT, TO EXTEND THE FOUNDER'S PHILANTHROPIC LEGACY IN HER CHOSEN COMMUNITY OF FLINT, MICHIGAN. THE FOUNDATION'S MISSION IS TO WORK WITH THE COMMUNITY TO CONNECT PEOPLE, IDEAS, AND RESOURCES FOR A VIBRANT AND INCLUSIVE FLINT THROUGH GRANTMAKING AND ITS OPERATION OF APPLEWOOD: THE CHARLES STEWART MOTT ESTATE ("APPLEWOOD"). AS A FOUNDATION ADMINISTERED PROGRAM, APPLEWOOD IS OPEN TO THE PUBLIC FREE OF CHARGE AND IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THE ESTATE'S BEAUTIFUL SURROUNDINGS WEAVE TOGETHER THE MOTT FAMILY'S PAST AND PRESENT DEDICATION TO SERVING THE NEEDS OF THE COMMUNITY. IN THAT TRADITION, THE RUTH MOTT FOUNDATION OFFERS ITS RESIDENT EXPERTISE IN GRANTMAKING, HORTICULTURE, HISTORIC PRESERVATION, AND OTHER AREAS TO BENEFIT THE COMMUNITY; PROVIDES PUBLIC GARDEN AND HOUSE TOURS; AND CONDUCTS WORKSHOPS, TRAININGS, FIELD TRIPS, PUBLIC PROGRAMS, AND CONVENINGS. THE HOUSE AND GROUNDS HAVE BEEN TRANSFORMED INTO AN INTERACTIVE EXPERIENCE INCLUDING NUMEROUS EXHIBITS. THE ESTATE IS NORMALLY OPEN THURSDAY-SUNDAY, MAY-OCTOBER. THE COSTS ASSOCIATED WITH THESE EXPENDITURES ARE REPORTED AS DIRECT CHARITABLE ACTIVITIES.
PRESERVATION/OPERATION OF APPLEWOOD ESTATE $1,505,965 PART VIII-A THE RUTH MOTT FOUNDATION PRESERVES AND MAINTAINS THE HISTORIC APPLEWOOD ESTATE AS A COMMUNITY RESOURCE AND DESIGNS, DELIVERS, AND SUPPORTS COMMUNITY PROGRAMS TO ENCOURAGE COMMUNITY VITALITY IN THE GREATER FLINT AREA. A STAFF OF HORTICULTURISTS ALONG WITH HELP FROM SEASONAL AND CONTRACTUAL WORKERS AND PARTNERSHIPS SUPPORT THE DESIGN AND CONTINUOUS MAINTENANCE OF THE ESTATE'S EXTENSIVE GARDENS AND LANDSCAPE, WHICH PROVIDE BEAUTY AND A SITE FOR PUBLIC PROGRAMMING. DURING 2024, APPLEWOOD HORTICULTURE STAFF MAINTAINED THE GARDENS, ORCHARDS, AND GROUNDS AND PREPARED THEM FOR THE FOLLOWING SEASON, INCLUDING PLANTING 4,000 TULIP BULBS AS WELL AS PLANTING 275 FLATS OF ANNUALS THROUGHOUT THE GARDENS. THE 2024 FRUIT HARVEST INCLUDED PLUMS, TART CHERRIES, APPLES, BLUEBERRIES, SASKATOONS, AND CRAB APPLES. THE FRESH FRUITS AND VEGETABLES WERE AVAILABLE AT NO COST TO GUESTS DURING OPEN HOURS AS PART OF THE TASTE OF APPLEWOOD PROGRAM, PROCESSED FOR FUTURE PROGRAMMING, OR DONATED TO LOCAL NONPROFITS. IN TOTAL, 269 BUSHELS OF PRODUCE WERE HARVESTED. HORTICULTURE STAFF CONTINUES TO SUPPORT PUBLIC PROGRAMS SUCH AS THE "WHAT'S IN BLOOM" TOUR TO SHARE THEIR KNOWLEDGE AND EXPERTISE. CARING FOR YARDS AND GARDENS WAS HIGHLIGHTED AS A FORM OF CIVIC PARTICIPATION.
COLLECTIONS $491,680 PART VIII-A THE PRESERVATION AND CONSERVATION OF THE ESTATE'S HISTORICAL OBJECTS CONTINUED IN 2024 WITH THE CONSERVATION OF PAINTINGS, FRAMES, AND THE BILLIARD TABLE. MORE THAN 4,300 GUESTS TOURED THE HOME. THE BARN CUPOLA AND UPPER WINDOWS WERE PAINTED AS PART OF CYCLICAL MAINTENANCE TO PRESERVE THE WOOD FOR YEARS TO COME. THE COLLECTION CONTAINS MORE THAN 350,000 ITEMS, INCLUDING THE APPLEWOOD HOUSE AND FARM, FINE AND DECORATIVE ARTS, FURNITURE AND FURNISHINGS, PHOTOGRAPHS, MEMORABILIA, AUDIO RECORDINGS, MOVING IMAGES, AND BOOKS. MAINTENANCE OF THE COLLECTIONS INCLUDED ONGOING INVENTORIES AND DATABASE UPDATES, CATALOGING OF NEW DONATIONS, AND DIGITALLY PRESERVING COLLECTIONS TO ALLOW INCREASED ONLINE ACCESS TO SUPPORT FUTURE EXHIBITS AND MATERIALS.
APPLEWOOD EDUCATION & EVENTS $535,290 PART VIII-A IN 2024, APPLEWOOD'S EDUCATIONAL PROGRAMS, ACTIVITIES, AND EVENTS, SHARED THE ENDURING LEGACY OF C.S. AND RUTH MOTT BY SHOWCASING THE MOTTS' COMMITMENT TO CIVIC PARTICIPATION. PROGRAMMING INCLUDED THE FAVORITES STORYTIME AND BRING YOUR LUNCH AND LEARN AS WELL AS NEWER PROGRAMS SUCH AS CIVIC MATTERS WHERE VISITORS LEARN ABOUT SEPARATE WAYS TO PARTICIPATE IN YOUR COMMUNITY THROUGH HISTORIC PRESERVATION OR MORE TRADITIONALLY RECOGNIZED MEANS SUCH AS ATTENDING A CITY COUNCIL MEETING. APPLEWOOD'S SIGNATURE EVENT, FALL HARVEST FESTIVAL WAS ATTENDED BY 3,200 VISITORS AND HOLIDAY WALK HOSTED 1,671 GUESTS, WITH 20% OF THOSE FROM THE TARGET AUDIENCE OF NORTH FLINT.

TY 2024 InvestmentsCorpBondsSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK FLOATING RATE INCOME FUND, 360,824 SHS 3,492,784 3,492,784
ISHARES, 357,180 SHS 8,822,346 8,822,346
RIVER CANYON TOTAL RETURN BOND FUND, 898,632 SHS 8,986,325 8,986,325
VANGUARD HIGH YIELD CORPORATE FD, 1,341,370 SHS 7,270,224 7,270,224
VANGUARD SHORT TERM TREASURY, 162,451 SHS 1,593,648 1,593,648

TY 2024 InvestmentsCorpStockSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC, 5,300 SHS 1,009,332 1,009,332
AMAZON COM INC, 6,600 SHS 1,447,974 1,447,974
APPLE INC, 4,955 SHS 1,240,831 1,240,831
BLACKROCK INC, 1,650 SHS 1,691,432 1,691,432
BLACKSTONE INC, 11,300 SHS 1,948,346 1,948,346
BLACKSTONE SECURED LENDING FUND, 36,350 SHS 1,174,469 1,174,469
BROADCOM INC, 2,050 SHS 475,272 475,272
CARLYLE GROUP INC, 23,600 SHS 1,191,564 1,191,564
CME GROUP INC, 4,050 SHS 940,532 940,532
COSTCO WHOLESALE, 1,400 SHS 1,282,778 1,282,778
DISNEY (WALT) CO, 9,700 SHS 1,080,095 1,080,095
IMPACTIVE CAPITAL FUND 9,435,862 9,435,862
JOHNSON & JOHNSON, 7,475 SHS 1,081,035 1,081,035
KKR & CO INC, 11,325 SHS 1,675,081 1,675,081
META PLATFORMS INC, 5,750 SHS 3,366,683 3,366,683
MFO - D&D SMID CAP VALUE FUND, 6,233,076 SHS 15,616,563 15,616,563
MFO - TOWLE FUND, 976,522 SHS 10,352,972 10,352,972
MFO - WESTFIELD FUND A, 67,628 SHS 14,278,935 14,278,935
MICROSOFT CORPORATION, 1,200 SHS 505,800 505,800
NIKE INC, 5,200 SHS 393,484 393,484
PAYPAL HOLDINGS INC, 9,550 SHS 815,093 815,093
PERSHING SQUARE HOLDINGS LTD, 205,478 SHS 9,791,027 9,791,027
QUALCOMM INC, 4,900 SHS 752,738 752,738
SPDR S&P BIOTECH, 13,300 SHS 1,197,798 1,197,798
STRYKER CORP, 2,350 SHS 846,118 846,118
TIGER GLOBAL CROSSOVER (CAYMAN) LP 8,578,431 8,578,431
UNION PACIFIC CORP, 4,590 SHS 1,046,704 1,046,704
UNITED STATES SUGAR CORPORATION, 19,386 SHS 12,429,140 12,429,140
UWM HOLDINGS CORP, 55,150 SHS 323,731 323,731
VANGUARD DEVELOPED MARKETS INDEX, 1,486,320 SHS 22,859,597 22,859,597
VANGUARD FTSE SOCIAL INDEX FUND, 488,147,536 SHS 19,818,790 19,818,790
VANGUARD SMALL CAP INDEX, 32,132 SHS 3,700,349 3,700,349
VISA INC, 5,300 SHS 1,675,012 1,675,012
WASTE MANAGEMENT INC, 6,750 SHS 1,362,083 1,362,083

TY 2024 InvestmentsOtherSchedule2
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARBORETUM VENTURES III, 1,000,000 SHS FMV 129,214 129,214
ARBORETUM VENTURES IV, 2,000,000 SHS FMV 605,238 605,238
BARON REAL ESTATE INCOME FUND, 436,847 SHS FMV 7,334,664 7,334,664
CROSSLINK VENTURES V LIQUIDATING FUND LLC, 6,000,000 SHS FMV 500,071 500,071
CROSSLINK VI VENTURE FUND, 800,000 SHS FMV 182,357 182,357
DFJ GROWTH III LP FMV 3,456,063 3,456,063
DFJ GROWTH IV LP FMV 2,763,986 2,763,986
DFJ GROWTH V LP FMV 448,227 448,227
DRAPER FISHER JURVETSON GROWTH 2013 FUND LP, 2,000,000 SHS FMV 3,487,590 3,487,590
ELLIOTT INTERNATIONAL LIMITED, 5,000,000 SHS FMV 10,286,699 10,286,699
HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 7,759,477 7,759,477
HUNTER POINT CAPITAL INVESTORS LP FMV 1,129,044 1,129,044
IMPACT VENTURES III, LP FMV 468,899 468,899
IMPACT VENTURES IV, LP FMV 453,193 453,193
INVENOMIC FUND, 92,612 SHS FMV 1,603,119 1,603,119
NEUBERGER BERMAN LONG SHORT FUND, 141,483 SHS FMV 2,652,801 2,652,801
NUT TREE OFFSHORE FUND FMV 7,113,577 7,113,577
OTTER CREEK LONG/SHORT OPPORTUNITY FUND, 155,514 SHS FMV 2,304,723 2,304,723
SOF-XIII VIP TE LP FMV 100 100
STARWOOD PPTY TR INC, 56,100 SHS FMV 1,063,095 1,063,095
TACONIC CRE DISLOCATION FUND II, LP FMV 1,425,101 1,425,101
TACONIC CRE DISLOCATION FUND, LP FMV 475,006 475,006
TGAP VENTURE CAPITAL FUND II, L.P., 2,200,000 SHS FMV 923,265 923,265
TRP CAPITAL PARTNERS LP FMV 14,812 14,812
VANGUARD REIT INDEX, 334,520 SHS FMV 6,539,858 6,539,858
WELLINGTON GLOBAL EQ L/S FD, 156,905 SHS FMV 8,262,482 8,262,482
YORK CREDIT OPPTN - A/1 SERIES, 1,379 SHS FMV 181,485 181,485

TY 2024 LegalFeesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,283 0   1,283


TY 2024 OtherAssetsSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FINE ART 252,500 252,500 252,500
FRIENDLY FROG SCULPTURE USED AT APPLEWOOD 84,551 84,551 84,551
PROGRAM-RELATED INVESTMENTS 1,267,503 2,299,397 2,299,397
RIGHT OF USE ASSET 651,907 527,933 527,933


TY 2024 OtherExpensesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
401K PROCESSING FEES 2,774 8   2,766
ANRP INTERNATIONAL HOLDINGS LP 20 20   0
APOLLO NATURAL RESOURCES LP 1,744 1,744   0
ARBORETUM VENTURES III, L.P. 670 670   0
ARBORETUM VENTURES IV, L.P. 13,790 13,790   0
BUSINESS MEALS 6,863 0   7,043
COMPUTER NETWORK MAINTENANCE 69,557 0   69,557
CROSSLINK VENTURES V LIQUIDATING FUND LLC 3,505 3,505   0
CROSSLINK VENTURES VI, L.P. 1,661 1,661   0
DFJ GROWTH 2013, L.P. 29,291 29,291   0
DFJ GROWTH III, L.P. 43,856 43,856   0
DFJ GROWTH IV, L.P. 60,901 60,901   0
DFJ GROWTH V, L.P. 32,991 32,991   0
DIRECT CHARITABLE ACTIVITIES - SEE ALSO PART VIII-A 2,546,332 0   2,532,935
EVENTS AND PROGRAMS 18,475 0   20,803
HUNTER POINT CAPITAL INVESTORS LP 0 8,598   0
IMPACT VENTURES III LP 0 11,066   0
IMPACT VENTURES IV LP 0 22,523   0
INSURANCE 25,417 0   39,242
MARKETING & AWARENESS 2,845 0   2,845
MEMBERSHIP DUES 3,231 0   3,231
MFO D&D SMID CAP VALUE FUND 86,709 86,709   0
MFO TOWLE FUND 84,676 84,676   0
MFO WESTFIELD FUND A 75,497 75,497   0
MISCELLANEOUS EXPENSE 3,365 0   3,565
MISCELLANEOUS INVESTMENT EXPENSE 85 85   0
OFFICE SUPPLIES 2,180 0   2,180
OTHER EMPLOYMENT EXPENSES 890 0   890
PAYROLL PROCESSING 7,882 22   7,860
POSTAGE 1,173 0   1,245
REPAIRS AND MAINTENANCE 523 0   523
SMALL TOOLS, EQUIP AND FURNISHINGS 790 0   790
SOF-XIII VIP TE, LP 6,502 6,502   0
SUPPLIES 3,649 0   3,688
TACONIC CRE DISLOCATION FUND II LP 0 46,999   0
TACONIC CRE DISLOCATION FUND LP 0 4,346   0
TELEPHONE 13,023 0   13,427
TGAP VENTURE CAPITAL FUND II, LP 9,253 9,253   0
TRP CAPITAL PARTNERS, LP 478 478   0


TY 2024 OtherIncomeSchedule2
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
"HUGS AROUND YOUR NECK" BOOK SALES 35   35
APPLEWOOD 100TH ANNIVERSARY BOOK SALES 641   641
CS MOTT BIOGRAPHY BOOK SALES 200   200
INTEREST INCOME FROM PROGRAM-RELATED INVESTMENTS 45,767 45,767 45,767


TY 2024 OtherIncreasesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Amount
INCREASE(DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT ASSETS 9,948,003


TY 2024 OtherLiabilitiesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 1,070,195 1,327,517
LEASE LIABILITY 661,006 545,095


TY 2024 OtherProfessionalFeesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE 545,000 545,000   0
COMMUNITY & GRANTEE DASHBOARD 32,740 0   32,740
HUMAN RESOURCE CONSULTANTS 38,440 0   38,440
OTHER CONTRACTED SERVICES 81,428 0   82,411
WEBSITE 2,129 0   2,129
TEMPORARY STAFFING SUPPORT 8,979 0   8,979
COMPENSATION CONSULTANTS 51,230 0   51,230
STRATEGIC PLANNING 47,572 0   47,572


TY 2024 TaxesSchedule
Name:
RUTH MOTT FOUNDATION
EIN:
38-2876435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 67,392 67,392   0
PAYROLL TAXES 133,803 551   129,938
MFO TOWLE FUND - FOREIGN TAXES 3,392 3,392   0
MFO WESTFIELD FUND A - FOREIGN TAXES 56 56   0
FEDERAL EXCISE TAX 442,322 0   0