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
THE GILBERT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1074 WOODWARD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

35-7294609
B Telephone number (see instructions)

(313) 782-9500
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$53,066,194J 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) 130,606,908
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,045,486 1,045,486  
4 Dividends and interest from securities... 131,100 131,100  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 79,996,793
7 Capital gain net income (from Part IV, line 2)... 56,604,164
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
0 2,173,521  
12 Total. Add lines 1 through 11........ 131,783,494 59,954,271  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 1,953,138 0   1,621,212
15 Pension plans, employee benefits....... 188,139 0   127,800
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
112,746 0   112,155
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
603,907 0   666,432
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
997,144 0   158,254
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 366,933 0   366,786
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,041,983 0   938,491
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,263,990 0   3,991,130
25 Contributions, gifts, grants paid....... 91,460,204 112,876,372
26 Total expenses and disbursements. Add lines 24 and 25 96,724,194 0   116,867,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,059,300
b Net investment income (if negative, enter -0-) 59,954,271
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............. 8,913,580 25,507,425 25,507,425
2 Savings and temporary cash investments......... 14,377 142,083 142,083
3 Accounts receivable right arrow9,187,142
Less: allowance for doubtful accounts right arrow   9,187,142 9,187,142 9,187,142
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................   2,855 2,855
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 266,744 14,900 14,900
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,609,695 Click to see attachment
List of Attached Documents:
// Content
18,211,789 		18,211,789
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,991,538 53,066,194 53,066,194
Liabilities 17 Accounts payable and accrued expenses.......... 558,930 452,819
18 Grants payable................. 70,687,748 50,571,139
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 71,246,678 51,023,958
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 -34,255,140 2,042,236
29 Total net assets or fund balances (see instructions)..... -34,255,140 2,042,236
30 Total liabilities and net assets/fund balances (see instructions). 36,991,538 53,066,194
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
-34,255,140
2
Enter amount from Part I, line 27a .....................
2
35,059,300
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,238,076
4
Add lines 1, 2, and 3 ..........................
4
2,042,236
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
2,042,236
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 PUBLICLY TRADED SECURITIES      
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 79,996,793   23,392,629 56,604,164
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       56,604,164
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 56,604,164
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) 1 833,364
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........................... 3 833,364
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- ..... 5 833,364
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 810,013
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 810,013
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,348
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 24,699
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$ 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
 
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
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
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://GILBERTFAMILYFOUNDATION.ORG/
14
The books are in care ofright arrowMATTHEW RIZIK Telephone no.right arrow (313) 782-9500

Located atright arrow1074 WOODWARD AVENUEDETROITMI ZIP+4right arrow482261906
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
 
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
JENNIFER GILBERT PRESIDENT
1.00 		0 0 0
1074 WOODWARD AVENUE
DETROIT,MI48226
JEFFREY MORGANROTH SECRETARY
1.00 		0 0 0
1074 WOODWARD AVENUE
DETROIT,MI48226
MATTHEW RIZIK TREASURER
1.00 		0 0 0
1074 WOODWARD AVENUE
DETROIT,MI48226
LAURA GRANNEMANN EXECUTIVE DIRECTOR
24.00 		0 0 0
1074 WOODWARD AVENUE
DETROIT,MI48226
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
KALYAN VINNAKOTA DIRECTOR, CURING NF
40.00 		225,889 12,123 0
1074 WOODWARD AVENUE
DETROIT,MI48226
DARNELL ADAMS VICE PRESIDENT, DETR
40.00 		212,734 8,118 0
1074 WOODWARD AVENUE
DETROIT,MI48226
JJ VELEZ DIRECTOR, PUBLIC SPA
40.00 		167,019 19,805 0
1074 WOODWARD AVENUE
DETROIT,MI48226
ELWY OKAZ SENIOR SCIENTIFIC PR
40.00 		151,641 11,144 0
1074 WOODWARD AVENUE
DETROIT,MI48226
POORNIMA VENKAT SCIENTIFIC PROGRAM M
40.00 		136,234 20,606 0
1074 WOODWARD AVENUE
DETROIT,MI48226
Total number of other employees paid over $50,000...................right arrow 15
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
IVAN BAINES CONTRACTOR 135,250
1074 WOODWARD AVENUE
DETROIT,MI48226
PLANTE & MORAN PLLC ACCOUNTING 100,125
1098 WOODWARD AVENUE
DETROIT,MI48226
CITIES REIMAGINED CIVIC DESIGNER 74,360
624 W ALEXANDRINE ST SUITE 204
DETROIT,MI48201
ARNOLD PORTER LEGAL SERVICES 52,700
604 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
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 arrow0
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
20,527,287
b
Average of monthly cash balances.......................
1b
30,070,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
50,598,095
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
50,598,095
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
758,971
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,839,124
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,491,956
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
2,491,956
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
833,364
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
833,364
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,658,592
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,658,592
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
1,658,592
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
116,867,502
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
116,867,502
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 1,658,592
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 5,801,808
d From 2022...... 45,278,527
e From 2023...... 94,085,936
f Total of lines 3a through e ........ 145,166,271
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 116,867,502
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,658,592
e Remaining amount distributed out of corpus 115,208,910
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 5 260,375,181
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		260,375,181
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 5,801,808
c Excess from 2022.... 45,278,527
d Excess from 2023.... 94,085,936
e Excess from 2024.... 115,208,910
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 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

COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN

333 W FORT STREET SUITE 2010
DETROIT,MI48226 		N/A PC ARTS & CULTURE 19,200,000

HENRY FORD HEALTH SYSTEM

1 FORD PLACE
DETROIT,MI48202 		N/A PC NEXT GENERATION MODELS 16,515,000

ENTERPRISE COMMUNITY PARTNERS

70 CORPORATE CENTER 11000 BROKEN
LAND PARKWAY SUITE 700
COLUMBIA,MD21044 		N/A PC ECONOMIC MOBILITY 8,164,408

INVEST DETROIT

600 RENAISSANCE CENTER SUITE 1710
DETROIT,MI48243 		N/A PC DETROIT COMMUNITY INITIATIVES 6,880,880

WAYNE METROPOLITAN COMMUNITY ACTION AGENCY

7310 WOODWARD AVENUE SUITE 800
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 3,893,568

CHN HOUSING PARTNERS

2999 PAYNE AVENUE
CLEVELAND,OH44114 		N/A PC DETROIT COMMUNITY INITIATIVES 2,907,500

MICHIGAN STATE UNIVERSITY

UNIVERSITY ADVANCEMENT MICHIGAN
STATE UNIVERSITY 535 CHESTNUT ROAD
EAST LANSING,MI48824 		N/A PC ECONOMIC MOBILITY 2,625,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD N4327-B
BALTIMORE,MD21211 		N/A PC DETROIT COMMUNITY INITIATIVES 2,621,931

CRANBROOK EDUCATIONAL COMMUNITY

PO BOX 801
BLOOMFIELD,IL48303 		N/A PC ARTS & CULTURE 2,599,838

DOWNTOWN DETROIT PARTNERSHIP

1000 WOODWARD AVENUE SUITE 380
DETROIT,MI48226 		N/A PC PUBLIC SPACES 2,502,480

DELAWARE STATE UNIVERSITY

1200 NORTH DUPONT HIGHWAY
DOVER,DE19901 		N/A PC ARTS & CULTURE 2,500,000

UNITED COMMUNITY HOUSING COALITION

2727 2ND AVENUE SUITE 313
DETROIT,MI48201 		N/A PC ARTS & CULTURE 2,408,334

M1 RAIL

7520 WOODWARD AVENUE
DETROIT,MI48202 		N/A PC PUBLIC SPACES 1,600,000

MICHIGAN LEGAL SERVICES

2727 SECOND SUITE 333
DETROIT,MI48201 		N/A PC ECONOMIC MOBILITY 1,563,500

LAKESHORE LEGAL AID

30500 VAN DYKE
WARREN,MI48093 		N/A NC DETROIT COMMUNITY INITIATIVES 1,528,589

WASHINGTON UNIVERSITY IN ST LOUIS

700 ROSEDALE AVENUE
ST LOUISE,MO63112 		N/A PC DISCRETIONARY GRANTS 1,440,288

EASTERN MARKET PARTNERSHIP

2934 RUSSELL STREET
DETROIT,MI48207 		N/A PC DISCRETIONARY GRANTS 1,430,000

CHILDREN'S HOSPITAL FOUNDATION

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		N/A PC BRAIN TUMOR INITIATIVE 1,350,417

NORTH CORKTOWN NEIGHBORHOOD ASSOCIATION

3005 ROSA PARKS BOULEVARD
DETROIT,MI48216 		N/A PC PUBLIC SPACES 1,225,570

SCHEPENS EYE RESEARCH INSTITUTE INC

20 STANFORD STREET
BOSTON,MA02114 		N/A PC DISCRETIONARY GRANTS 1,114,602

MICHIGAN WOMEN FORWARD

1155 BREWERY PARK BLVD STE 260
DETROIT,MI48207 		N/A PC DISCRETIONARY GRANTS 1,089,900

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY STREET
DETROIT,MI48202 		N/A PC GENE THERAPY INITIATIVE 1,067,500

UNITED STATES ARTISTS

200 WEST MADISON STREET 3FL
CHICAGO,IL60606 		N/A PC GENE THERAPY INITIATIVE 1,067,345

DETROIT DEVELOPMENT FUND

3031 WEST GRAND BLVD SUITE 505
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 1,010,131

HUMAN-I-T

230 E 3RD ST A
LONG BEACH,CA90802 		N/A PC DISCRETIONARY GRANTS 1,008,400

CHILDREN'S HOSPITAL OF PHILADELPHIA

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		N/A PC DISCRETIONARY GRANTS 1,008,288

TECHTOWN DETROIT

440 BURROUGHS STREET
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 963,270

GIVE MERIT INC

10100 GRAND RIVER
DETROIT,MI48204 		N/A GOV DISCRETIONARY GRANTS 900,000

PENNINGTON BIOMEDICAL RESEARCH CENTER

6400 PERKINS ROAD
BATON ROUGE,LA70808 		N/A PC DISCRETIONARY GRANTS 879,302

UNIVERSITY OF IOWA

105 JESSUP HALL
IOWA CITY,IA52242 		N/A PC DISCRETIONARY GRANTS 879,000

BOSTON CHILDREN'S HOSPITAL

PO BOX 414413
BOSTON,ME022414413 		N/A PC DISCRETIONARY GRANTS 854,917

WAYNE STATE UNIVERSITY

5700 CASS AVENUE SUITE 4100 AAB
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 800,000

MOSES (METROPOLITAN ORGANIZING STRATEGY ENABLING STRENGTH)

440 BURROUGHS STREET SUITE 334
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 755,850

VENTURE FOR AMERICA

1420 WASHINGTON BLVD SUITE 301
DETROIT,MI48226 		N/A NC NEXT GENERATION MODELS 750,000

PLAY FOR A CAUSE DETROIT

1514 WASHINGTON BOULEVARD 507
DETROIT,MI48226 		N/A PC PUBLIC SPACES 605,000

THE GREENING OF DETROIT

13000 W MCNICHOLS
DETROIT,MI48235 		N/A PC ARTS & CULTURE 600,000

UT SOUTHWESTERN MEDICAL CENTER

5323 HARRY HINES BLVD MC 9029
DALLAS,TX75390 		N/A PC DISCRETIONARY GRANTS 580,713

SAGE BIONETWORKS

ATT ACCOUNTS RECEIVABLE 2901 3RD
AVENUE SUITE 330
SEATTLE,WA98121 		N/A PC VISION RESTORATION INITIATIVE 511,172

INDUSTRIAL SEWING AND INNOVATION CENTER

5800 CASS AVENUE
DETROIT,MI48202 		N/A PC NEXT GENERATION MODELS 500,000

BATTELLE MEMORIAL INSTITUTE

505 KING AVENUE
COLUMBUS,OH43201 		N/A PC ECONOMIC MOBILITY 483,829

BUILD INSTITUTE

1620 MICHIGAN AVENUE SUITE 120
DETROIT,MI48216 		N/A PC ARTS & CULTURE 457,500

UNIVERSITY OF ALABAMA AT BIRMINGHAM

801 5TH AVENUE SOUTH ROOM 251
BIRMINGHAM,AL35233 		N/A PC NEXT GENERATION MODELS 442,934

UNIVERSITY OF MINNESOTA

200 OAK STREET SE
MINNEAPOLIS,MN55455 		N/A PC GENE THERAPY INITIATIVE 440,000

AUSTRIAN ACADEMY OF SCIENCES

DOKTOR-IGNAZ-SEIPEL-PLATZ 2 1010
WIEN
AU 		N/A PC DISCRETIONARY GRANTS 438,151

INFIXION BIOSCIENCE

2435 CARROLL LANE
ESCONDIDO,CA92027 		N/A NC ECONOMIC MOBILITY 432,028

GREEN AND HEALTHY HOMES INITIATIVE'S (GHHI)

2714 HUDSON STREET
BALTIMORE,MD21224 		N/A NC ECONOMIC MOBILITY 431,345

INDIANA UNIVERSITY

400 E 7TH STREET POPLARS 501
BLOOMINGTON,IN47405 		N/A NC ECONOMIC MOBILITY 418,809

GREEN LIVING SCIENCE

1331 HOLDEN STREET
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 363,500

UNIVERSITY OF ROCHESTER

518 HYLAN BUILDING
ROCHESTER,NY14642 		N/A PC VISION RESTORATION INITIATIVE 358,678

REGENTS OF THE UNIVERSITY OF MICHIGAN

3003 S STATE STREET 500 WOLVERINE
TOWER
ANN ARBOR,MI48109 		N/A NC ARTS & CULTURE 343,090

DETROIT INSTITUTE OF ARTS

6200 WOODARD AVENUE
DETROIT,MI48202 		N/A PC ARTS & CULTURE 318,450

MICHIGAN REGIONAL COUNCIL OF CARPENTERS AND MILLWRIGHTS

11687 AMERICAN AVE SUITE 200
DETROIT,MI48204 		N/A PC ECONOMIC MOBILITY 306,000

UNIVERSITY OF WASHINGTON

12455 COLLECTIONS DRIVE
CHICAGO,IL60693 		N/A PC BRAIN TUMOR INITIATIVE 295,366

FOCUS HOPE

1400 OAKMAN BLVD
DETROIT,MI48238 		N/A PC PUBLIC SPACES 293,478

MD ANDERSON CANCER CENTER

1515 HOLCOMBE BOULEVARD
HOUSTON,TX77030 		N/A PC ECONOMIC MOBILITY 282,793

ARTS BEATS & EATS FOUNDATION

301 W 4TH STREET STE 440
ROYAL OAK,MI48067 		N/A PC ARTS & CULTURE 280,833

DETROIT FUTURE CITY

440 BURROUGHS STREET SUITE 229
DETROIT,MI48202 		N/A PC ARTS & CULTURE 250,000

E WARREN DEVELOPMENT CORP

4424 BISHOP
DETROIT,MI48224 		N/A PC ARTS & CULTURE 250,000

ALZHEIMER'S ASSOCIATION

25200 TELEGRAPH SUITE 100
SOUTHFIELD,MI48033 		N/A PC DISCRETIONARY GRANTS 250,000

SIDEWALK DETROIT

82 CLAIRMOUNT
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 250,000

THE STARTUP

4263 MAIN STREET
MANCHESTER,VT05254 		N/A PC DISCRETIONARY GRANTS 250,000

STRATEGIC COMMUNITY PARTNERS INC

10240 WEST MCNICHOLS
DETROIT,MI48221 		N/A PC PUBLIC SPACES 248,500

NW GOLDBERG CARES

6122 15TH STREET
DETROIT,MI48208 		N/A PC PUBLIC SPACES 234,245

PROJECT EVERGREEN

8500 STATION STREET 230
MENTOR,OH44060 		N/A PC VISION RESTORATION INITIATIVE 225,000

NONPROFIT ENTERPRISE AT WORK (NEW)

1100 N MAIN STREET SUITE 100
ANN ARBOR,MI48104 		N/A PC DETROIT COMMUNITY INITIATIVES 210,000

CONNECT DETROIT

613 ABBOTT STREET SUITE 410
DETROIT,MI48226 		N/A PC DISCRETIONARY GRANTS 203,000

MICHIGAN BLACK BUSINESS ALLIANCE

28 W ADAMS AVE SUITE 800
DETROIT,MI48226 		N/A PC DISCRETIONARY GRANTS 200,000

DETROIT OPERA

1526 BROADWAY
DETROIT,MI48226 		N/A PC PUBLIC SPACES 185,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		N/A PC PUBLIC SPACES 165,000

DETROIT PARKS COALITION

2937 E GRAND BLVD SUITE 315
DETROIT,MI48202 		N/A PC ARTS & CULTURE 165,000

GREEN DOOR INITIATIVE

7650 2ND AVE
DETROIT,MI48203 		N/A PC PUBLIC SPACES 159,525

CULTURESOURCE

2937 E GRAND BLVD SUITE 315
DETROIT,MI48202 		N/A PC DETROIT COMMUNITY INITIATIVES 150,000

360 DETROIT INC

1159 W EUCLID
DETROIT,MI48202 		N/A PC ARTS & CULTURE 145,000

CENTRAL DETROIT CHRISTIAN COMMUNITY DEVELOPMENT CORP

1550 TAYLOR STREET
DETROIT,MI48206 		N/A PC DISCRETIONARY GRANTS 145,000

PUENTE CULTURAL INTEGRATION

6162 VERNOR HWY
DETROIT,MI48209 		N/A PC VISION RESTORATION INITIATIVE 143,000

HUMAN TECHNOPOLE

VIALE RITA LEVI-MONTALCINI AREA
MIND CARGO 6 20157 MILANO MI
IT 		N/A GOV DETROIT COMMUNITY INITIATIVES 135,000

IMRB

40 RUE DE MESLY HOPITAL ALBERT
CHENEVIER POLE DE PSYCHIATRIE 94010
FR 		N/A PC NEXT GENERATION MODELS 134,893

SADZA SPACE

3341 CODY STREET
DETROIT,MI48212 		N/A PC CURING NF - GENERAL 130,000

GREEKTOWN NEIGHBORHOOD PARTNERSHIP

400 MONROE STREET SUITE 340
DETROIT,MI48226 		N/A PC DETROIT COMMUNITY INITIATIVES 128,018

CHARLES H WRIGHT MUSEUM OF AFRICAN AMERICAN HISTORY

315 E WARREN AVE
DETROIT,MI48201 		N/A PC DISCRETIONARY GRANTS 110,000

DETROIT HISTORICAL SOCIETY

5401 WOODWARD AVENUE
DETROIT,MI48202 		N/A PC ARTS & CULTURE 106,000

SLALOM INC

255 SOUTH KING STREET SUITE 1800
SEATTLE,WA98104 		N/A NC PUBLIC SPACES 104,800

CITIZEN ROBOTICS

2100 20TH STREET
DETROIT,MI48216 		N/A PC ARTS & CULTURE 100,000

CHALLENGED ATHLETES FOUNDATION

9591 WAPLES STREET
SAN DIEGO,CA92121 		N/A PC ARTS & CULTURE 100,000

THE CHILDREN'S INN AT NIH

7 WEST DRIVE
BETHESDA,MD20814 		N/A PC PUBLIC SPACES 100,000

PARADISE VALLEY CULTURAL AND ENTERTAINMENT DISTRICT CONSERVANCY

1427 RANDOLPH STREET SUITE 310
DETROIT,MI48226 		N/A PC DETROIT COMMUNITY INITIATIVES 93,578

ARTSPACE PROJECTS INC

230 THIRD AVENUE NORTH SUITE 400
MINNEAPOLIS,MI55401 		N/A PC NEXT GENERATION MODELS 90,000

SHAKESPEARE IN DETROIT

8425 W MCNICHOLS
DETROIT,MI48221 		N/A PC DISCRETIONARY GRANTS 75,000

B FOUNDATION

CARLY BERGSTEIN 200 EAST 69TH
STREET 4U
NEW YORK,NY10021 		N/A PC DISCRETIONARY GRANTS 75,000

BASBLUE

110 E FERRY STREET
DETROIT,MI48202 		N/A PC NEXT GENERATION MODELS 75,000

DATA DRIVEN DETROIT L3C

440 BURROUGHS STREET SUITE 330
DETROIT,MI48202 		N/A PC ARTS & CULTURE 67,500

PUBLIC SECTOR CONSULTANTS

230 N WASHINGTON SQUARE
LANSING,MI48933 		N/A PC ECONOMIC MOBILITY 65,165

CENTER FOR COMMUNITY-BASED ENTERPRISE

4750 WOODWARD AVENUE
DETROIT,MI48201 		N/A PC DETROIT COMMUNITY INITIATIVES 60,000

THE LOVE BUILDING

4731 GRAND RIVER AVE
DETROIT,MI48208 		N/A PC ECONOMIC MOBILITY 60,000

ALLIED MEDIA PROJECT

440 BURROUGHS STREET
DETROIT,MI48202 		N/A PC ECONOMIC MOBILITY 53,750

MACC DEVELOPMENT

7900 MACK AVE
DETROIT,MI48214 		N/A PC VISION RESTORATION INITIATIVE 52,000

AMERICAN HEART ASSOCIATION

27777 FRANKLIN ROAD SUITE 1150
SOUTHFIELD,MI48034 		N/A PC PUBLIC SPACES 50,000

BLACK LEADERS DETROIT

8425 W NCNICHOLS DRIVE
DETROIT,MI48042 		N/A PC ECONOMIC MOBILITY 50,000

UCSF BENIOFF CHILDREN'S HOSPITALS

1111 FRANKLIN STREET 9TH FLOOR
OAKLAND,CA94607 		N/A PC DETROIT COMMUNITY INITIATIVES 50,000

FRIENDS OF THE HIGH LINE

820 WASHINGTON STREET
NEW YORK,NY10014 		N/A PC DISCRETIONARY GRANTS 50,000

LANE ASSOCIATES

8332 LIDSAY GARDENS
THE COLONY,TX75056 		N/A PC DISCRETIONARY GRANTS 47,231

JFM CONSULTING GROUP INC

225 GRATIOT AVE SUITE 400
DETROIT,MI48226 		N/A PF NEXT GENERATION MODELS 45,000

SEVENTEEN22 FOUNDATION

8535 PLAINVIEW ROAD
KRUM,TX76249 		N/A PC ARTS & CULTURE 45,000

BRILLIANT DETROIT

5675 LARKINS STREET
DETROIT,MI48210 		N/A PC DISCRETIONARY GRANTS 45,000

MIGHTYCAUSE FOUNDATION

4428 LAFAYETTE STREET
MARIANNA,FL32447 		N/A PC ARTS & CULTURE 41,814

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		N/A PC DETROIT COMMUNITY INITIATIVES 37,962

NFX

1074 WOODWARD AVENUE
DETROIT,MI48226 		N/A PC CURING NF - GENERAL 34,509

DESIGN CORE DETROIT

201 EAST KIRBY
DETROIT,MI48202 		N/A PC ECONOMIC MOBILITY 30,000

SHIRLEY RYAN ABILITY LAB

ATTN NADIA JOSEPH 355 E ERIE STREET
ADVANCEMENT OFFICE - 10TH FLOOR SKY
CHICAGO,IL60611 		N/A NC PUBLIC SPACES 25,000

IAM ANGEL FOUNDATION

269 S BEVERLY DRIVE 338
BEVERLY HILLS,CA90212 		N/A PC NEXT GENERATION MODELS 25,000

PENNY'S FLIGHT FOUNDATION

65 DUCK POND ROAD
GLEN COVE,NY11542 		N/A PC DISCRETIONARY GRANTS 25,000

ELLIS ISLAND HONORS SOCIETY

867 HEMPSTEAD TURNPIKE SUITE 100 PO
BOX 100
FRANKLIN SQUARE,NY11010 		N/A PC DISCRETIONARY GRANTS 25,000

UNIVERSITY OF MICHIGAN

777 EAST EISENHOWER PARKWAY SUITE
650
ANN ARBOR,MI48108 		N/A PC NEXT GENERATION MODELS 25,000

BOYS & GIRLS CLUBS OF SOUTHEASTERN MICHIGAN

26777 HALSTED ROAD SUITE 100
FARMINGTON HILLS,MI48331 		N/A PC DISCRETIONARY GRANTS 22,500

PITTSBURGH EYE AND EAR FOUNDATION

203 LOTHROP STREET
PITTSBURGH,PA15213 		N/A PC PUBLIC SPACES 20,000

SHAMROCK 555

13910 SIMONE DRIVE
SHELBY TOWNSHIP,MI48315 		N/A PC DISCRETIONARY GRANTS 15,555

MOORE ART HOUSE - TMAH

1403 EDISON
DETROIT,MI48206 		N/A PC ECONOMIC MOBILITY 15,000

CHILDREN'S TUMOR FOUNDATION

697 3RD AVENUE SUITE 418
NEW YORK,NY10017 		N/A PC DETROIT COMMUNITY INITIATIVES 15,000

EMPOWERMENT PLAN

7640 KERCHEVAL AVENUE
DETROIT,MI48214 		N/A PC DETROIT COMMUNITY INITIATIVES 12,500

SKY FOUNDATION

33 BLOOMFIELD PARKWAY
BLOOMFIELD HILLS,MI48304 		N/A PC DETROIT COMMUNITY INITIATIVES 10,000

V FOUNDATION FOR CANCER RESEARCH

14600 WESTON PARKWAY
CARY,NC27513 		N/A PC ECONOMIC MOBILITY 10,000

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD21741 		N/A PC DISCRETIONARY GRANTS 10,000

PELOTONIA

450 W BROAD STREET
COLUMBUS,OH43215 		N/A PC NEXT GENERATION MODELS 10,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE FLOOR 3
NEW YORK,NY10017 		N/A PC DISCRETIONARY GRANTS 7,750

COLLEGE OF CHARLESTON

66 GEORGE STREET TREASURERS OFFICE
CHARLESTON,SC29424 		N/A PC DETROIT COMMUNITY INITIATIVES 6,000

CRAIN'S DETROIT BUSINESS

1155 GRATIOT AVE
DETROIT,MI48207 		N/A PC DISCRETIONARY GRANTS 5,000

MICHIGAN HILLEL

1429 HILL STREET
ANN ARBOR,MI48104 		N/A PC DETROIT COMMUNITY INITIATIVES 5,000

PEWABIC POTTERY

10125 E JEFFERSON AVE
DETROIT,MI48214 		N/A PC VISION RESTORATION INITIATIVE 5,000

WASSERMAN PROJECTS FUND

2668 LAPEER RD
AUBURN HILLS,MI48326 		N/A PC DETROIT COMMUNITY INITIATIVES 5,000

DETROIT DOG RESCUE

PO BOX 806119
SAINT CLAIR SHORES,MI48080 		N/A PC PUBLIC SPACES 2,500

NF MICHIGAN

PO BOX 6026
GRAND RAPIDS,MI49516 		N/A PC ECONOMIC MOBILITY 2,500

CHAD TOUGH FOUNDATION

201 W MICHIGAN AVE
SALINE,MI48176 		N/A PC DISCRETIONARY GRANTS 2,500

PARC RESTAURANT

800 WOODWARE AVE
DETROIT,MI48226 		N/A NC DISCRETIONARY GRANTS 1,819

ALLSTAR CHAUFFEURED SERVICES

2505 INDUSTRIAL ROW DRIVE
TROY,MI48084 		N/A NC DISCRETIONARY GRANTS 1,781

GESHER HUMAN SERVICES

29699 SOUTHFIELD ROAD
SOUTHFIELD,MI48076 		N/A PC PUBLIC SPACES 1,500

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		N/A PC DISCRETIONARY GRANTS 1,000

BUFFALO PRESCOTT

480 PIERCE SUITE 300
BIRMINGHAM,MI48009 		N/A PC ECONOMIC MOBILITY 1,000

GOFUNDMECOM

855 JEFFERSON AVE PO BOX 1329
REDWOOD CITY,CA94063 		N/A NC PUBLIC SPACES 1,000

FRIENDSHIP CIRCLE

6892 W MAPLE ROAD
WEST BLOOMFIELD,MI48322 		N/A PC DISCRETIONARY GRANTS 1,000

JEWISH HOSPICE & CHAPLAINCY NETWORK

6555 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48214 		N/A PC PUBLIC SPACES 500
Total .................................right arrow 3a 112,876,372
bApproved for future payment

NFX
1074 WOODWARD AVENUE
DETROIT,MI48226 		N/A PC CURING NF - GENERAL 2,021,935

NORTH CORKTOWN NEIGHBORHOOD ASSOCIATION
3005 ROSA PARKS BOULEVARD
DETROIT,MI48216 		N/A PC PUBLIC SPACES 1,215,680

INDUSTRIAL SEWING AND INNOVATION CENTER
5800 CASS AVENUE
DETROIT,MI48202 		N/A PC NEXT GENERATION MODELS 1,000,000

UNITED STATES ARTISTS
200 WEST MADISON STREET 3FL
CHICAGO,IL60606 		N/A PC GENE THERAPY INITIATIVE 647,620

GIVE MERIT INC
10100 GRAND RIVER
DETROIT,MI48204 		N/A GOV DISCRETIONARY GRANTS 600,000

MICHIGAN LEGAL SERVICES
2727 SECOND SUITE 333
DETROIT,MI48201 		N/A PC ECONOMIC MOBILITY 551,500

MOSES (METROPOLITAN ORGANIZING STRATEGY ENABLING STRENGTH)
440 BURROUGHS STREET SUITE 334
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 503,900

MICHIGAN REGIONAL COUNCIL OF CARPENTERS AND MILLWRIGHTS
11687 AMERICAN AVE SUITE 200
DETROIT,MI48204 		N/A PC ECONOMIC MOBILITY 374,000

GREEN AND HEALTHY HOMES INITIATIVE'S (GHHI)
2714 HUDSON STREET
BALTIMORE,MD21224 		N/A NC ECONOMIC MOBILITY 308,103

DETROIT PARKS COALITION
2937 E GRAND BLVD SUITE 315
DETROIT,MI48202 		N/A PC ARTS & CULTURE 308,000

EASTERN MARKET PARTNERSHIP
2934 RUSSELL STREET
DETROIT,MI48207 		N/A PC DISCRETIONARY GRANTS 300,000

NW GOLDBERG CARES
6122 15TH STREET
DETROIT,MI48208 		N/A PC PUBLIC SPACES 300,000

CRANBROOK EDUCATIONAL COMMUNITY
PO BOX 801
BLOOMFIELD,IL48303 		N/A PC ARTS & CULTURE 250,000

PUENTE CULTURAL INTEGRATION
6162 VERNOR HWY
DETROIT,MI48209 		N/A PC VISION RESTORATION INITIATIVE 247,720

DOWNTOWN DETROIT PARTNERSHIP
1000 WOODWARD AVENUE SUITE 380
DETROIT,MI48226 		N/A PC PUBLIC SPACES 199,720

LAKESHORE LEGAL AID
30500 VAN DYKE
WARREN,MI48093 		N/A NC DETROIT COMMUNITY INITIATIVES 198,245

THE LOVE BUILDING
4731 GRAND RIVER AVE
DETROIT,MI48208 		N/A PC ECONOMIC MOBILITY 190,000

BUILD INSTITUTE
1620 MICHIGAN AVENUE SUITE 120
DETROIT,MI48216 		N/A PC ARTS & CULTURE 157,500

DETROIT SYMPHONY ORCHESTRA
3711 WOODWARD AVENUE
DETROIT,MI48201 		N/A PC PUBLIC SPACES 156,650

PUBLIC SECTOR CONSULTANTS
230 N WASHINGTON SQUARE
LANSING,MI48933 		N/A PC ECONOMIC MOBILITY 155,085

PLAY FOR A CAUSE DETROIT
1514 WASHINGTON BOULEVARD 507
DETROIT,MI48226 		N/A PC PUBLIC SPACES 150,000

INVEST DETROIT
600 RENAISSANCE CENTER SUITE 1710
DETROIT,MI48243 		N/A PC DETROIT COMMUNITY INITIATIVES 150,000

MICHIGAN WOMEN FORWARD
1155 BREWERY PARK BLVD STE 260
DETROIT,MI48207 		N/A PC DISCRETIONARY GRANTS 121,160

BASBLUE
110 E FERRY STREET
DETROIT,MI48202 		N/A PC NEXT GENERATION MODELS 100,000

DETROIT FUTURE CITY
440 BURROUGHS STREET SUITE 229
DETROIT,MI48202 		N/A PC ARTS & CULTURE 100,000

FOCUS HOPE
1400 OAKMAN BLVD
DETROIT,MI48238 		N/A PC PUBLIC SPACES 97,826

DETROIT HISTORICAL SOCIETY
5401 WOODWARD AVENUE
DETROIT,MI48202 		N/A PC ARTS & CULTURE 86,700

SHAKESPEARE IN DETROIT
8425 W MCNICHOLS
DETROIT,MI48221 		N/A PC DISCRETIONARY GRANTS 75,000

PROJECT EVERGREEN
8500 STATION STREET 230
MENTOR,OH44060 		N/A PC VISION RESTORATION INITIATIVE 50,000

SIDEWALK DETROIT
82 CLAIRMOUNT
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 50,000

ABAYOMI COMMUNITY DEV CORP
24331 WEST EIGHT MILE RD
DETROIT,MI48219 		N/A PC DETROIT COMMUNITY INITIATIVES 40,000

GREEN LIVING SCIENCE
1331 HOLDEN STREET
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 28,500

NONPROFIT ENTERPRISE AT WORK (NEW)
1100 N MAIN STREET SUITE 100
ANN ARBOR,MI48104 		N/A PC DETROIT COMMUNITY INITIATIVES 21,000

GREEN DOOR INITIATIVE
7650 2ND AVE
DETROIT,MI48203 		N/A PC PUBLIC SPACES 17,725

DETROIT INSTITUTE OF ARTS
6200 WOODARD AVENUE
DETROIT,MI48202 		N/A PC ARTS & CULTURE 17,050

EXPERIENCE CAMPS
136 MAIN STREET SUITE 206
WESTPORT,CT06880 		N/A PC DETROIT COMMUNITY INITIATIVES 10,000

CHARLES H WRIGHT MUSEUM OF AFRICAN AMERICAN HISTORY
315 E WARREN AVE
DETROIT,MI48201 		N/A PC DISCRETIONARY GRANTS 10,000

ARTSPACE PROJECTS INC
230 THIRD AVENUE NORTH SUITE 400
MINNEAPOLIS,MI55401 		N/A PC NEXT GENERATION MODELS 10,000

THE CHILDREN'S INN AT NIH
7 WEST DRIVE
BETHESDA,MD20814 		N/A PC PUBLIC SPACES 10,000

COLLEGE FOR CREATIVE STUDIES
201 E KIRBY STREET
DETROIT,MI48202 		N/A PC GENE THERAPY INITIATIVE 7,500

DATA DRIVEN DETROIT L3C
440 BURROUGHS STREET SUITE 330
DETROIT,MI48202 		N/A PC ARTS & CULTURE 7,500

CONNECT DETROIT
613 ABBOTT STREET SUITE 410
DETROIT,MI48226 		N/A PC DISCRETIONARY GRANTS 7,000

DETROIT OPERA
1526 BROADWAY
DETROIT,MI48226 		N/A PC PUBLIC SPACES 5,100

SEVENTEEN22 FOUNDATION
8535 PLAINVIEW ROAD
KRUM,TX76249 		N/A PC ARTS & CULTURE 5,000

BRILLIANT DETROIT
5675 LARKINS STREET
DETROIT,MI48210 		N/A PC DISCRETIONARY GRANTS 5,000

BOYS & GIRLS CLUBS OF SOUTHEASTERN MICHIGAN
26777 HALSTED ROAD SUITE 100
FARMINGTON HILLS,MI48331 		N/A PC DISCRETIONARY GRANTS 2,500

TECHTOWN DETROIT
440 BURROUGHS STREET
DETROIT,MI48202 		N/A PC DISCRETIONARY GRANTS 2,500

DISCOUNTED GRANTS
1074 WOODWARD AVENUE
DETROIT,MI48226 		N/A PC N/A 346,643
Total ................................. right arrow 3b 11,219,362
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 1,045,486  
4 Dividends and interest from securities ....     14 131,100  
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    
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) .. 0 1,176,586 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,176,586
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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.
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE GILBERT FAMILY FOUNDATION
 
Employer identification number

35-7294609
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE GILBERT FAMILY FOUNDATION
  		Employer identification number
35-7294609
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DANIEL B GILBERT
 
1074 WOODWARD AVE
 
DETROIT, MI48226

$ 130,534,343


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BEDROCK MANAGEMENT SERVICES LLC
 
1092 WOODWARD AVE
 
DETROIT, MI48226

$ 40,923


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ROCK VENTURES
 
1074 WOODWARD AVE
 
DETROIT, MI48226

$ 19,502


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ROCK EXECUTIVE SECURITY
 
1074 WOODWARD AVE
 
DETROIT, MI48226

$ 9,166


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE GILBERT FAMILY FOUNDATION
  		Employer identification number

35-7294609
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS SECURITIES $ 80,534,342 2024-08-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE GILBERT FAMILY FOUNDATION
  		Employer identification number

35-7294609
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsOtherSchedule2
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS FMV 16,855,612 16,855,612
ASSET BACKED SECURITIES - 8395 FMV 1,356,177 1,356,177

TY 2024 LegalFeesSchedule
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 112,746 0   112,155


TY 2024 OtherExpensesSchedule
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INFORMATION TECHNOLOGY 779,283 0   779,283
INSURANCE 24,055 0   38,956
MISCELLANEOUS 111,716 0   113,809
MARKETING 126,929 0   6,443


TY 2024 OtherIncomeSchedule2
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RV FUND AIV LP   2,173,521 0


TY 2024 OtherIncreasesSchedule
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Description Amount
UNREALIZED GAIN 1,238,076


TY 2024 OtherProfessionalFeesSchedule
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 603,907 0   666,432


TY 2024 TaxesSchedule
Name:
THE GILBERT FAMILY FOUNDATION
EIN:
35-7294609
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 158,255 0   158,254
FEDERAL EXCISE TAX 838,889 0   0