Civic Intelligence

Comerica Charitable Trust

990 • Fiscal year 2020 • EIN 65-1259308

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization ProfileN/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.

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.01x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

10%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$67,920,360

Up $7,389,080 (+12%) from 2019

Net Assets

Up

$67,784,599

Up $7,513,637 (+12%) from 2019

Liabilities

Down

$135,761

Down $124,557 (-48%) from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$17,195,992

Up $1,631,523 (+10%) from 2019

Expenses

Down

$9,015,480

Down $513,320 (-5.4%) from 2019

Net Income

Up

$8,180,512

Up $2,144,843 (+36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$100M$50M$0Assets 2011: $10,374,426Liabilities 2011: $1,047,021Net Assets 2011: $9,327,4052011Assets 2012: $21,653,334Liabilities 2012: $9,273,717Net Assets 2012: $12,379,6172012Assets 2013: $40,367,434Liabilities 2013: $9,878,249Net Assets 2013: $30,489,1852013Assets 2014: $44,264,394Liabilities 2014: $10,912,267Net Assets 2014: $33,352,1272014Assets 2015: $45,078,352Liabilities 2015: $10,038,565Net Assets 2015: $35,039,7872015Assets 2016: $42,634,987Liabilities 2016: $8,941,664Net Assets 2016: $33,693,3232016Assets 2017: $34,163,397Liabilities 2017: $591,512Net Assets 2017: $33,571,8852017Assets 2018: $53,265,692Liabilities 2018: $168,882Net Assets 2018: $53,096,8102018Assets 2019: $60,531,280Liabilities 2019: $260,318Net Assets 2019: $60,270,9622019Assets 2020: $67,920,360Liabilities 2020: $135,761Net Assets 2020: $67,784,5992020Assets 2021: $86,019,957Liabilities 2021: $155,400Net Assets 2021: $85,864,5572021Assets 2022: $75,789,432Liabilities 2022: $102,389Net Assets 2022: $75,687,0432022Assets 2023: $78,304,131Liabilities 2023: $93,207Net Assets 2023: $78,210,9242023Assets 2024: $84,152,209Liabilities 2024: $115,977Net Assets 2024: $84,036,2322024Assets 2025: $87,133,935Liabilities 2025: $99,650Net Assets 2025: $87,034,2852025

Highlighted filing

2020

Assets$67,920,360
Liabilities$135,761
Net Assets$67,784,599
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $4,999,130Expenses 2011: $1,634,877Net Income 2011: $3,364,2532011Expenses 2012: $2,853,1632012Revenue 2013: $23,571,429Expenses 2013: $5,685,614Net Income 2013: $17,885,8152013Revenue 2014: $17,327,863Expenses 2014: $16,324,972Net Income 2014: $1,002,8912014Revenue 2015: $13,170,328Expenses 2015: $11,419,765Net Income 2015: $1,750,5632015Revenue 2016: $5,823,430Expenses 2016: $7,723,208Net Income 2016: -$1,899,7782016Revenue 2017: $8,963,563Expenses 2017: $18,885,366Net Income 2017: -$9,921,8032017Revenue 2018: $28,711,665Expenses 2018: $9,439,527Net Income 2018: $19,272,1382018Revenue 2019: $15,564,469Expenses 2019: $9,528,800Net Income 2019: $6,035,6692019Revenue 2020: $17,195,992Expenses 2020: $9,015,480Net Income 2020: $8,180,5122020Revenue 2021: $21,151,403Expenses 2021: $16,731,488Net Income 2021: $4,419,9152021Revenue 2022: $13,296,605Expenses 2022: $8,605,126Net Income 2022: $4,691,4792022Revenue 2023: $12,994,069Expenses 2023: $16,638,216Net Income 2023: -$3,644,1472023Revenue 2024: $10,806,039Expenses 2024: $11,232,653Net Income 2024: -$426,6142024Revenue 2025: $22,635,118Expenses 2025: $22,216,357Net Income 2025: $418,7612025

Highlighted filing

2020

Revenue$17,195,992
Expenses$9,015,480
Net Income$8,180,512
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$57,086,519
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
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$57,324,774$63,772,242▲ $6,447,468
Cash and Non-Interest-Bearing Accounts$2,928,833$3,897,119▲ $968,286
Prepaid Expenses and Deferred Charges$60,000$0▼ $60,000
Accounts Receivable-$5,600-
Total Assets$60,531,280$67,920,360▲ $7,389,080
Other Assets Total$217,673$245,399▲ $27,726
Liabilities
Other Liabilities$151,356$125,028▼ $26,328
Accounts Payable and Accrued Expenses$108,962$10,733▼ $98,229
Total Liabilities$260,318$135,761▼ $124,557
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,684,971$65,898,582▲ $8,213,611
Net Assets With Donor Restrictions$2,585,991$1,886,017▼ $699,974
Total Net Assets Fund Balance$60,270,962$67,784,599▲ $7,513,637
Total Liabilities and Net Assets / Fund Balance$60,531,280$67,920,360▲ $7,389,080
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Comerica Bank And Trust NaInvestment Management411 W LAFAYETTE MC 3420, Detroit, MI 48226$286,735
Revenue and Support

Revenue Composition

Contributions and Grants
$14,595,930
Program Service Revenue
$0
Investment Income
$2,590,103
Other Revenue
$9,959
All Other Contributions
$14,595,930
Change in Net Assets
$8,180,512

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$4,367,092Fair Market Value
Total Noncash Contributions17$4,367,092-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,995,335
Revenue Not Reported on Financial Statements
$200,657
Revenue Not Reported on Form 990
$-692,873
Other Revenue Adjustments
$6,463
Total Revenue per Audited Statements
$16,302,462
Total Revenue per Form 990
$17,195,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,289,382
Other Expenses$726,098
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,289,382--$8,289,382
Fees for Service Investment Mgmnt Fees-$480,929-$480,929
Insurance-$100,000-$100,000
Information Technology-$70,000-$70,000
Fees for Services Accounting-$58,020-$58,020
Other Expenses-$14,756-$14,756
Fees for Services Legal-$2,393-$2,393
Total Functional Expenses$8,289,382$726,098$0$9,015,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,015,480
Expenses per Audited Statements$8,788,825
Total Expenses per Audited Statements$8,788,825
Expenses Not Reported on Financial Statements$226,655
Other Expense Adjustments$32,461
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Philanthropic TrustJenkintown, PA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$1,605,436
Fidelity Investments Charitable Gift FdCovington, KY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$1,244,863
Stanford UniversityRedwood City, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$625,000
Williams CollegeWilliamstown, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$256,000
Chaminade College PreparatorySaint Louis, MO501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$250,000
American Gift FundWilmington, DE501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$104,868
Alverno CollegeMilwaukee, WI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$102,000
American Israel Education Foundation IncWashington, DC501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Boys and Girls Club of the Muskegon LakeshoreMuskegon, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Foundation for Excellence in EducationVan Nuys, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Mayo ClinicRochester, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Oregon Shakespeare FestivalAshland, OR501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Shriners Hospitals for ChildrenTampa, FL501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Texas Childrens HospitalHouston, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$100,000
Tree HouseMinneapolis, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$97,398
University of MichiganAnn Arbor, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$75,500
Israaid US IncPalo Alto, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$75,000
Fred Hutchinson Cancer Research CenterSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$70,000
New Community ChurchMenlo Park, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$62,000
Georgia Center for Child Advocacy IncAtlanta, GA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$55,000
Chaldean Catholic ChurchSouthfield, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$54,000
Emerald Necklace Conservancy IncBoston, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$51,500
Bishop George Ahr High SchoolEdison, NJ501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Campbell Hall-episcopalN Hollywood, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Eastern Michigan University FoundationYpsilanti, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Maple School DistrictMaple, WI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
National Park FoundationBaltimore, MD501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Rivkin Center for Ovarian CancerSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Uc Santa Barbara FoundationSanta Barbara, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Westmont CollegeSanta Barbara, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$50,000
Partners in Sustainable Development IntlSaint Louis, MO501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$49,000
St Joseph Catholic ParishArlington, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$40,000
St John the Apostle UmcArlington, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$38,550
World Orphan Fund IncRandolph, WI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$37,000
Free Bikes 4 KidzEden Prairie, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$36,000
Queen of All Saints Catholic ParishGunnison, CO501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$35,000
Vista MariaDearborn, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$35,000
ST MICHAEL'S EPISCOPAL CHURCHGrosse Pointe Woods, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$33,000
10 Thousand WindowsKnoxville, TN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$30,000
Agape International MissionsRoseville, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$30,000
Huron Intermediate School DistrictBad Axe, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$30,000
University of Washington FoundationSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$30,000
WellspringMenlo Park, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$30,000
American National Red CrossLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$26,000
Trustees of Boston UniversityBoston, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$26,000
AmaraSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Book-it Repertory TheatreSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Breast Cancer Research FoundationNew York, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Cedars Sinai Medical CenterLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Connecticut Public BroadcastingHartford, CT501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Diocese of MetuchenPiscataway, NJ501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Friends of Hildene IncManchester, VT501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Henry Ford Health SystemDetroit, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Houston Food BankHouston, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
International Justice MissionArlington, VA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
San Jose Childrens Discovery MuseumSan Jose, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Sharefest Community Development IncSan Pedro, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
Trustees of the University of PennsylvaniaPhiladelphia, PA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
University of Notre Dame Du LacNotre Dame, IN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$25,000
All Saints Episcopal SchoolTyler, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$24,100
Custer Road United Methodist ChurchPlano, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$22,500
Adolescent Counseling ServicesRedwood City, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
American Constitutional Rights UnionNaples, FL501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Citadel Christian SchoolBrenham, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
FeathervineSanta Rosa, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Franklin University SwitzerlandNew York, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Fuller Theological SeminaryPasadena, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Guthrie Theater FoundationMinneapolis, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Heart of Los Angeles Youth IncLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Lampasas Heritage FoundationAustin, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Live in Peace IncEast Palo Alto, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Northwood UniversityMidland, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Roman Catholic Bishop of OaklandOakland, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Sunset Legacy FoundationJenison, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$20,000
Christ Episcopal ChurchTyler, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$18,000
Casa Do Olero International Apostolic MinistriesKeller, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$17,000
Cityteam MinistriesSan Jose, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$17,000
Jackson Community FoundationJackson, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$17,000
Care House of Oakland CountyPontiac, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$16,000
Para Los NinosLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$16,000
American Friends of Magen David AdomNew York, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Casa Do Oleiro International MinistriesKeller, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
EarthcorpsSeatlle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Jackson College FoundationJackson, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Jewish Community Center of Greater OrlandoMaitland, FL501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Montgomery County Food Bank IncConroe, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
New Roads SchoolSanta Monica, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
SEATTLE CHILDREN'S THEATRE ASSOCIATIONSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Scarlett Parks FoundationTulare, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
St Isidore Catholic Student Ctr ParishManhattan, KS501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Steps to Success IncBrookline, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
THE CHILDREN'S TRUSTBoston, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$15,000
Ut TylerTyler, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$12,500
Michigan State UniversityEast Lansing, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$12,000
St Regis Catholic ParishBloomfield Hills, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$12,000
Towson University Foundation IncTowson, MD501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,750
A Contemporary Theatre IncSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Assist International IncRipon, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Bay Area Anti-trafficking CoalitionSanta Clara, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Brookwood in Georgetown VocationalGeorgetown, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Chabad of Bel AirLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Faith Community Christian SchoolBelding, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Family Promise of Moore CountyAberdeen, NC501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Food LifelineSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Friend to FriendCarthage, NC501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Indiana University FoundationBloomington, IN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
JdrfNew York, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Just Keep Livin FoundationLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
LacmaLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Motor City Lyric OperaBloomfield Hills, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Next Generation Men IncAtlanta, GA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Northwest Immigrant Rights ProjectSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Planned Parenthood Los AngelesLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
SAINT MARY'S COLLEGE NOTRE DAMENotre Dame, IN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
ST JOSEPH'S CATHOLIC CHURCHCayucos, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Seattle Repertory TheatreSeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Seattle Shakespeare CompanySeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Skowhegan School of Painting & SculptureNew York, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Ten Thousand VillagesAkron, PA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
The Association of Former StudentsCollege Station, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
The Rape FoundationSanta Monica, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
United Way of Metropolitan Dallas IncDallas, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Violence Intervention ProgramLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
Ywca Seattle King County Snohomish CountySeattle, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$10,000
The Salvation Army Eastern Michigan DivisionSouthfield, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$9,000
EntreamigosLake Arrowhead, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$8,000
Minnesota Orchestral AssociationMinneapolis, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$8,000
Sherrill House IncBoston, MA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$8,000
The Walsh College FoundationTroy, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$8,000
Catholic Central High SchoolNovi, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$7,813
Medstar Union Memorial HospitalBaltimore, MD501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$7,500
Our Saviours Community ServicesMinneapolis, MN501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$7,500
Verbem Dei High SchoolLos Angeles, CA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$7,500
Keystone TheatricsBoiling Springs, PA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$7,000
Andean Health DevelopmentMadison, WI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Carolina Theatre of Durham IncDurham, NC501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Divine Savior Holy Angels High SchoolMilwaukee, WI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Durham Technical Comm College Fnd IncBurham, NC501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Gonzaga UniversitySpokane, WA501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Kibo Group International IncShelby Twp, MI501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Munger Place ChurchDallas, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
St Lawrence UniversityCanton, NY501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Tyler Junior College FoundationTyler, TX501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$6,000
Aapd FoundationChicago, IL501(c)(3)FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES$5,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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 PartyRelationshipDescriptionShared RevenueAmount
-Institutional TrusteeInvestment ManagementNo$286,735
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Donor Designated Funds$125,028
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 and approved by the cct 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
2020-11-10
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 XI, LINE 9:

“Grants from donor designated funds 32,461. Contributions from donor designated funds -6,463.”

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, 2020 and 2019, there were no uncertain tax positions that required accrual.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contributions from donor designated funds 6,463.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants from donor designated funds 32,461.”

Raw XML AppendixShowing 400 of 1,735 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/CashGrantAmt6130000
IRS990ScheduleI/RecipientTable/CashGrantAmt6210000
IRS990ScheduleI/RecipientTable/CashGrantAmt6325000
IRS990ScheduleI/RecipientTable/CashGrantAmt6475000
IRS990ScheduleI/RecipientTable/CashGrantAmt6515000
IRS990ScheduleI/RecipientTable/CashGrantAmt6617000
IRS990ScheduleI/RecipientTable/CashGrantAmt6710000
IRS990ScheduleI/RecipientTable/CashGrantAmt6815000
IRS990ScheduleI/RecipientTable/CashGrantAmt6910000
IRS990ScheduleI/RecipientTable/CashGrantAmt707000
IRS990ScheduleI/RecipientTable/CashGrantAmt716000
IRS990ScheduleI/RecipientTable/CashGrantAmt7210000
IRS990ScheduleI/RecipientTable/CashGrantAmt7320000
IRS990ScheduleI/RecipientTable/CashGrantAmt7420000
IRS990ScheduleI/RecipientTable/CashGrantAmt7550000
IRS990ScheduleI/RecipientTable/CashGrantAmt76100000
IRS990ScheduleI/RecipientTable/CashGrantAmt777500
IRS990ScheduleI/RecipientTable/CashGrantAmt7812000
IRS990ScheduleI/RecipientTable/CashGrantAmt798000
IRS990ScheduleI/RecipientTable/CashGrantAmt8015000
IRS990ScheduleI/RecipientTable/CashGrantAmt8110000
IRS990ScheduleI/RecipientTable/CashGrantAmt826000
IRS990ScheduleI/RecipientTable/CashGrantAmt8350000
IRS990ScheduleI/RecipientTable/CashGrantAmt841605436
IRS990ScheduleI/RecipientTable/CashGrantAmt8562000
IRS990ScheduleI/RecipientTable/CashGrantAmt8615000
IRS990ScheduleI/RecipientTable/CashGrantAmt8710000
IRS990ScheduleI/RecipientTable/CashGrantAmt8810000
IRS990ScheduleI/RecipientTable/CashGrantAmt8920000
IRS990ScheduleI/RecipientTable/CashGrantAmt90100000
IRS990ScheduleI/RecipientTable/CashGrantAmt917500
IRS990ScheduleI/RecipientTable/CashGrantAmt9216000
IRS990ScheduleI/RecipientTable/CashGrantAmt9349000
IRS990ScheduleI/RecipientTable/CashGrantAmt9410000
IRS990ScheduleI/RecipientTable/CashGrantAmt9535000
IRS990ScheduleI/RecipientTable/CashGrantAmt9650000
IRS990ScheduleI/RecipientTable/CashGrantAmt9720000
IRS990ScheduleI/RecipientTable/CashGrantAmt9810000
IRS990ScheduleI/RecipientTable/CashGrantAmt9925000
IRS990ScheduleI/RecipientTable/CashGrantAmt10015000
IRS990ScheduleI/RecipientTable/CashGrantAmt10115000
IRS990ScheduleI/RecipientTable/CashGrantAmt10210000
IRS990ScheduleI/RecipientTable/CashGrantAmt10310000
IRS990ScheduleI/RecipientTable/CashGrantAmt10425000
IRS990ScheduleI/RecipientTable/CashGrantAmt1058000
IRS990ScheduleI/RecipientTable/CashGrantAmt106100000
IRS990ScheduleI/RecipientTable/CashGrantAmt10710000
IRS990ScheduleI/RecipientTable/CashGrantAmt10815000
IRS990ScheduleI/RecipientTable/CashGrantAmt10938550
IRS990ScheduleI/RecipientTable/CashGrantAmt11040000
IRS990ScheduleI/RecipientTable/CashGrantAmt11110000
IRS990ScheduleI/RecipientTable/CashGrantAmt11210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1136000
IRS990ScheduleI/RecipientTable/CashGrantAmt11433000
IRS990ScheduleI/RecipientTable/CashGrantAmt11512000
IRS990ScheduleI/RecipientTable/CashGrantAmt116625000
IRS990ScheduleI/RecipientTable/CashGrantAmt11715000
IRS990ScheduleI/RecipientTable/CashGrantAmt11820000
IRS990ScheduleI/RecipientTable/CashGrantAmt11910000
IRS990ScheduleI/RecipientTable/CashGrantAmt120100000
IRS990ScheduleI/RecipientTable/CashGrantAmt12110000
IRS990ScheduleI/RecipientTable/CashGrantAmt12215000
IRS990ScheduleI/RecipientTable/CashGrantAmt12310000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,920,360
Liabilities
$135,761
Net assets
$67,784,599
Revenue
$17,195,992
Expenses
$9,015,480
Net income
$8,180,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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