Comerica Charitable Trust

990 • Fiscal year 2018 • EIN 65-1259308

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization Profile N/A

PO Box 75000-3420Detroit, MI 48275

(877) 405-1091

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

0.01x

Higher debt load relative to revenue than 4% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

67%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

No value available

This filing does not contain officer compensation rows.

Source year 2018

56%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

220%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets5th percentile

Assets

$53,265,692

Up $19,102,295 (+56%) from 2017

Net Assets

$53,096,810

Up $19,524,925 (+58%) from 2017

Liabilities

Down

$168,882

Down $422,630 (-71%) from 2017

Revenue And Expenses

Liabilities / Revenue4th percentile Net Margin96th percentile

Revenue

$28,711,665

Up $19,748,102 (+220%) from 2017

Expenses

Down

$9,439,527

Down $9,445,839 (-50%) from 2017

Net Income

$19,272,138

Up $29,193,941 (+294%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$53,265,692

Liabilities$168,882

Net Assets$53,096,810

Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$28,711,665

Expenses$9,439,527

Net Income$19,272,138

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Nov 12, 2018
Return Version: 2017v2.3
Gross Receipts: $60,815,557

Mission and Program Overview

Mission

The comerica charitable trust is organized exclusively for the purpose of receiving and administering funds to make distributions to organizations which qualify as exempt organizations under internal revenue code 501(c)(3). The organization enables donors to create a charitable account that can either be a donor advised account, donor designated account, or charitable gift annuity contract. Gifts or grants made to other charities, which qualify as tax-exempt organizations, are disbursed from each account by advisement from the donor, designation of specific charities selected by the donor, or at the organization's discretion for those contributions over which it has retained variance power.

To receive and administer funds for distributions to exempt organizations.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$30,789,122	$49,784,813	▲ $18,995,691
Cash and Non-Interest-Bearing Accounts	$2,897,701	$3,302,718	▲ $405,017
Accounts Receivable	-	$10,000	-
Total Assets	$34,163,397	$53,265,692	▲ $19,102,295
Other Assets Total	$476,574	$168,161	▼ $308,413
Liabilities
Other Liabilities	$591,177	$158,696	▼ $432,481
Accounts Payable and Accrued Expenses	$335	$10,186	▲ $9,851
Total Liabilities	$591,512	$168,882	▼ $422,630
Net Assets / Fund Balance
Unrestricted Net Assets	$32,566,307	$49,845,882	▲ $17,279,575
Temporarily Rstr Net Assets	$1,005,578	$3,250,928	▲ $2,245,350
Total Net Assets Fund Balance	$33,571,885	$53,096,810	▲ $19,524,925
Total Liabilities and Net Assets / Fund Balance	$34,163,397	$53,265,692	▲ $19,102,295

Compensation and Service Providers

Top Officer PayScore unavailable

Board Members and Trustees

Name	Title
-	Trustee

Highest Paid Contractors

Contractor	Services	Location	Compensation
Comerica Bank And Trust Na	Investment Management	411 W LAFAYETTE MC 3420, Detroit, MI 48226	$256,204

Revenue and Support

Revenue Composition

Contributions and Grants: $25,980,091
Program Service Revenue: $0
Investment Income: $2,507,103
Other Revenue: $224,471
All Other Contributions: $25,980,091
Change in Net Assets: $19,272,138

Noncash Contribution Practices

Property subject to holding requirements: No
Reviewed unusual noncash gifts: No
Third parties used for noncash contributions: No

Noncash Contributions

Contribution Type	Contribution Count	Reported Amount	Valuation Method
Securities Publicly Traded	24	$6,333,016	Fair Market Value
Total Noncash Contributions	24	$6,333,016	-

Audited Revenue Reconciliation

Revenue per Audited Statements: $28,682,766
Revenue Not Reported on Financial Statements: $28,899
Revenue Not Reported on Form 990: $260,322
Other Revenue Adjustments: $28,899
Total Revenue per Audited Statements: $28,943,088
Total Revenue per Form 990: $28,711,665

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$8,760,672
Other Expenses	$678,855
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$8,748,031	-	-	$8,748,031
Fees for Service Investment Mgmnt Fees	-	$434,985	-	$434,985
Insurance	-	$100,000	-	$100,000
Fees for Services Accounting	-	$71,883	-	$71,883
Fees for Services Legal	-	$61,210	-	$61,210
Grants to Domestic Individuals	$12,641	-	-	$12,641
Other Expenses	-	$10,777	-	$10,777
Total Functional Expenses	$8,760,672	$678,855	$0	$9,439,527

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Form 990	$9,439,527
Expenses per Audited Statements	$9,418,163
Total Expenses per Audited Statements	$9,418,163
Expenses Not Reported on Financial Statements	$21,364
Other Expense Adjustments	$21,364
Expenses Not Reported on Form 990	$0

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
American Fund for Charities	Boston, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$2,157,000
American Gift Fund	Wilmington, DE	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$1,339,977
Stanford University	Stanford, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$625,000
ST MARY'S FOUNDATION	Grand Rapids, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$219,021
St Pius X Catholic Parish	Grandville, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$182,517
National Philanthropic Trust	Jenkintown, PA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$163,938
Holy Rosary Catholic School	Rosenberg, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$150,000
Schwab Charitable Fund	San Francisco, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$134,461
Mercy Health Partners	Muskegon, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$125,000
American Endowment Foundation	Hudson, OH	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$116,002
Fidelity Investments Charitable Gift Fund	Cincinnati, OH	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$104,517
Alverno College	Milwaukee, WI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$102,000
Auburn University Foundation	Auburn, AL	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$100,000
Fred Hutchinson Cancer Research Center	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$100,000
Rivkin Center for Ovarian Cancer	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$100,000
Trustees of Hamilton College	Clinton, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$100,000
Committee for Accuracy in Middle East Reporting in America (camera)	Boston, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$85,000
American Israel Education Foundation	Washington, DC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$75,000
DA BLODGETT - ST JOHN'S	Grand Rapids, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$73,007
Grand Rapids Dominican Sisters	Grand Rapids, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$73,007
Hospice of Michigan	Ann Arbor, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$73,007
Salvation Army National Corp	Grand Rapids, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$73,007
University of Michigan	Ann Arbor, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$70,000
American National Red Cross	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$67,000
Ymca of the Rockies	Estes Park, CO	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$62,500
All Saints Episcopal School	Tyler, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$61,500
Eastern Michigan University Foundation	Ypsilanti, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$50,000
Here I Am Orphan Ministries	Brenham, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$50,000
Marymount Manhattan College	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$50,000
Menlo Church	Menlo Park, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$50,000
Trustees of the University of Pennsylvania	Philadelphia, PA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$50,000
University of Notre Dame Du Lac	Notre Dame, IN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$47,000
Magnificat High School	Rocky River, OH	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$42,000
The Greater Cincinnati Foundation	Cincinnati, OH	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$41,317
Agape International Missions	Roseville, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$40,000
Book-it Repertory Theater	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$40,000
Otsego County Community Foundation	Gaylord, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$40,000
Mel Trotter Ministries	Grand Rapids, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$36,503
Brenham First Baptist Church	Brenham, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$35,000
Church of the Heavenly Rest	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$35,000
Forsyth Dental Infirmary for Children	Cambridge, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$35,000
Treehouse Inc	Minneapolis, MN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$35,000
Maple School District	Maple, WI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$33,000
10thousandwindows	Knoxville, TN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$30,000
Southern Methodist University	Dallas, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$27,050
Christ Episcopal Church	Tyler, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$26,000
Amara	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
American Martyrs School	Manhattan Beach, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Big Brothers Big Sisters of Greater Los Angeles	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Emerald Necklace Conservancy Inc	Boston, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Faith Chapel	Billings, MT	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Gilman School Inc	Baltimore, MD	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Michigan Wildlife Habitat Foundation Dba Michigan Wildlife Conservency	Bath, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
New York University	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Port Richmond High School	Staten Island, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$25,000
Vassar College	Poughkeepsie, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$22,000
Franklin University Switzerland	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Jackson Community Foundation	Jackson, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Pigeon River Country Association Inc	Gaylord, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Seattle Reperatory Theatre	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Sheila Kar Health Foundation	Beverly Hills, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Texas a & M Foundation	College Station, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Walnut Way Conservation Corp	Milwaukee, WI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Westmont College	Santa Barbara, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$20,000
Duke University	Durham, NC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$19,000
San Diego Youth Symphony and Conservatory	San Diego, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$19,000
New Roads School	Santa Monica, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$17,500
Guthrie Theatre Foundation	Minneapolis, MN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$16,000
Boys & Girls Clubs of Metro Atlanta	Atlanta, GA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$15,000
Jackson College Foundation	Jackson, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$15,000
Steps to Success Inc	Brookline Village, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$15,000
Turning Point School	Culver City, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$15,000
Oregon Shakespeare Festival Association	Ashland, OR	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$12,000
Temple Beth David of Orange County	Westminister, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$11,500
YESHIVAS OHR V'DAAS	Chesnut Ridge, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,800
A Contemporary Theatre Inc	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
American Dance Festival Inc	Durham, NC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
American Friends of Magen David Adom	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
American Friends of Shalva Israel Inc	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Anchor Mission Ministries Inc	West Helena, AR	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Andean Health and Development	Madison, WI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Bharatiya Temple	Troy, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Brenham Christian Academy	Brenham, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
City of Hope	Duarte, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Feeding America	Chicago, IL	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Food Bank of Northwest Indiana Inc	Gary, IN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Foundation for Excellence in Education	Van Nuys, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Friends of Thirteen	New York, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Harrison Greenberg Memorial Foundation	Manhattan Beach, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Jewish Big Brother & Big Sister Association of Greater Boston	Newton, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Just Keep Livin Foundation	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Los Angeles Fire Department Foundation	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Marin Link Inc	Sonoma, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
President-board of Trustees Santa Clara College	Santa Clara, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Saint Martin De Porres High School	Cleveland, OH	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Share Inc	Beverly Hills, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
THE CORPORATION OF SAINT MARY'S COLLEGE NOTRE DAME	Notre Dame, IN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
THE FOUNDATION FOR EXCELLENCE IN EDUCATION DBO CHILDREN'S COMMUNITY SCHOOL	Van Nuys, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Ten Thousand Villages	Akron, PA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Uc Santa Barbara Foundation	Goleta, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Ucla Foundation	Los Angeles, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
United Way of Metropolitan Dallas Inc	Dallas, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
University of Washington Foundation	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
WOMEN'S FUND OF THE BLUE RIDGE	Boone, NC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Yale University	New Haven, CT	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Ywca of Seattle-king County-snohomish County	Seattle, WA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$10,000
Holy Cross School at the Buenaventura Mission	Ventura, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$9,974
Bethlehem Lutheran Church	Minneapolis, MN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$8,000
Montana Rescue Mission	Billings, MT	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$7,821
Campbell Hall (episcopal)	North Hollywood, CA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$7,500
University of Colorado Foundation	Denver, CO	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$7,500
St Monica Catholic Church	Dallas, TX	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,750
Minnesota Orchestral Association	Minneapolis, MN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,600
Our Saviours Community Services	Minneapolis, MN	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,600
Habitat for Humanity International Inc	Durham, NC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,500
Washington Hebrew Congregation	Washington, DC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,085
Gore Place Society	Waltham, MA	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,000
North Carolina Central University Foundation Inc	Durham, NC	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,000
St Lawrence University	Canton, NY	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$6,000
Deaf and Hard of Hearing Services	Kentwood, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$5,483
Paws With a Cause	Wayland, MI	501(c)(3)	FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES	$5,483

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Insider Transactions and Loans

Interested-Person Transactions

Interested Party	Relationship	Description	Shared Revenue	Amount
-	Institutional Trustee	Investment Management	No	$256,204

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Comerica Legacy Foundation	Detroit, MI	Benefit or Carry Out the Purposes of the Comerica Charitable Trust	501(c)(3)	Line 12b, Ii	Yes

Transactions with Related Organizations

Organization	Type	Method	Amount
Comerica Legacy Foundation	Q	Actual	$223,861

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Donor Designated Funds	$158,696

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: Yes
Business relationship with family members: No
Business relationship with organization members: Yes
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: No
Other officer compensation reviewed: No
Conflict-of-interest policy: Yes
Audited financial statements prepared: No
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Tax return is reviewed by the management advisory council prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“Members of the management advisory council are asked to report such conflicts, if any, on an annual basis. If a conflict was disclosed and that conflict was pertinent to a voting matter, that council member would be asked to refrain from voting. If the conflict was not pertinent to the voting matter, the council member would be allowed to vote.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name: Comerica Charitable Trust
EIN: 65-1259308
Phone: 8774051091
Address: PO BOX 75000-3420, DETROIT, MI 48275

Signing Officer

Name: Rachel Gulledge
Title: Treasurer/CFO
Phone: 8774051091
Signed: 2018-11-12
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Rachel Gulledge
Formed: 2005
Legal Domicile: Mi
Voting Board Members: 1
Independent Board Members: 0
Employees: 0
Volunteers: 0

Preparer

Firm: Plante & Moran Pllc
Address: 2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer: Lynne M Huismann
Phone: 2483757100

Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“During fye 6/30/18, the comerica charitable trust ceased the issuance and administration of charitable gift annuities.”

FORM 990, PART XI, LINE 9:

“Grants from donor designated funds 21,364. Contributions from donor designated funds -2,932. Realized gain related to restricted donor advised funds -25,967.”

FORM 990, PART XII, LINE 2C:

“There were no changes in oversight of the selection of an independent accountant from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Asc guidance regarding accounting for uncertainty in income taxes clarifies the accounting for income taxes by prescribing the minimum recognition threshold income tax position is required to meet before being recognized in the financial statements and applies to all income tax positions. Each income tax position is assessed using a two step process. A determination is first made as to whether it is more likely than not that the income tax position will be sustained, based upon technical merits, upon examination by the taxing authorities. If the income tax position is expected to meet the more likely than not criteria, the benefit recorded in the financial statements equals the largest amount that is greater than 50% likely to be realized upon its ultimate settlement. At june 30, 2018 and 2017, there were no uncertain tax positions that required accrual.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contributions from donor designated funds 2,932. Realized gain related to restricted donor advised funds 25,967.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants from donor designated funds 21,364.”

Raw XML AppendixShowing 400 of 1,549 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/CashGrantAmt	82	73007
IRS990ScheduleI/RecipientTable/CashGrantAmt	83	19000
IRS990ScheduleI/RecipientTable/CashGrantAmt	84	134461
IRS990ScheduleI/RecipientTable/CashGrantAmt	85	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	86	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	87	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	88	27050
IRS990ScheduleI/RecipientTable/CashGrantAmt	89	6000
IRS990ScheduleI/RecipientTable/CashGrantAmt	90	219021
IRS990ScheduleI/RecipientTable/CashGrantAmt	91	6750
IRS990ScheduleI/RecipientTable/CashGrantAmt	92	182517
IRS990ScheduleI/RecipientTable/CashGrantAmt	93	625000
IRS990ScheduleI/RecipientTable/CashGrantAmt	94	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	95	11500
IRS990ScheduleI/RecipientTable/CashGrantAmt	96	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	97	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	98	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	99	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	100	41317
IRS990ScheduleI/RecipientTable/CashGrantAmt	101	35000
IRS990ScheduleI/RecipientTable/CashGrantAmt	102	100000
IRS990ScheduleI/RecipientTable/CashGrantAmt	103	50000
IRS990ScheduleI/RecipientTable/CashGrantAmt	104	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	105	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	106	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	107	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	108	7500
IRS990ScheduleI/RecipientTable/CashGrantAmt	109	70000
IRS990ScheduleI/RecipientTable/CashGrantAmt	110	47000
IRS990ScheduleI/RecipientTable/CashGrantAmt	111	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	112	22000
IRS990ScheduleI/RecipientTable/CashGrantAmt	113	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	114	6085
IRS990ScheduleI/RecipientTable/CashGrantAmt	115	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	116	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	117	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	118	10800
IRS990ScheduleI/RecipientTable/CashGrantAmt	119	62500
IRS990ScheduleI/RecipientTable/CashGrantAmt	120	10000
IRS990ScheduleI/RecipientTable/IRCSectionDesc	0	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	1	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	2	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	3	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	4	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	5	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	6	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	7	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	8	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	9	501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc	10	501(C)(3)

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $53,265,692
Liabilities: $168,882
Net assets: $53,096,810
Revenue: $28,711,665
Expenses: $9,439,527
Net income: $19,272,138

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.	$87.1	$0.10	$87.0	$22.6	$22.2	$0.42
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$84.2	$0.12	$84.0	$10.8	$11.2	$0.43
2023Summary only. Only limited summary data is available for this year.	$78.3	$0.09	$78.2	$13.0	$16.6	$3.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$75.8	$0.10	$75.7	$13.3	$8.61	$4.69
2021Summary only. Only limited summary data is available for this year.	$86.0	$0.16	$85.9	$21.2	$16.7	$4.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.	$67.9	$0.14	$67.8	$17.2	$9.02	$8.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.	$60.5	$0.26	$60.3	$15.6	$9.53	$6.04
2018Detailed filing. Detailed filing data is available for this year.	$53.3	$0.17	$53.1	$28.7	$9.44	$19.3
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.	$34.2	$0.59	$33.6	$8.96	$18.9	$9.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$42.6	$8.94	$33.7	$5.82	$7.72	$1.90
2015Detailed filing. Detailed filing data is available for this year.	$45.1	$10.0	$35.0	$13.2	$11.4	$1.75
2014Detailed filing. Detailed filing data is available for this year.	$44.3	$10.9	$33.4	$17.3	$16.3	$1.00
2013Summary only. Only limited summary data is available for this year.	$40.4	$9.88	$30.5	$23.6	$5.69	$17.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$21.7	$9.27	$12.4		$2.85
2011Summary only. Only limited summary data is available for this year.	$10.4	$1.05	$9.33	$5.00	$1.63	$3.36