Civic Intelligence

National Gift Annuity Foundation

990 • Fiscal year 2017 • EIN 94-2833444

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

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

74th percentile

0.55x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

9.40x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

3rd percentile

-81%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

10th percentile

-6.8%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$30,985,926

Down $2,251,105 (-6.8%) from 2016

Net Assets

Down

$13,876,139

Down $1,263,229 (-8.3%) from 2016

Liabilities

Down

$17,109,787

Down $987,876 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Up

$1,819,675

Up $619,617 (+52%) from 2016

Expenses

Up

$3,289,444

Up $1,308,175 (+66%) from 2016

Net Income

Down

-$1,469,769

Down $688,558 (-88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$100M$50M$0Assets 2011: $15,032,420Liabilities 2011: $3,995,780Net Assets 2011: $11,036,6402011Assets 2012: $16,621,052Liabilities 2012: $9,126,662Net Assets 2012: $7,494,3902012Assets 2013: $21,583,313Liabilities 2013: $13,974,396Net Assets 2013: $7,608,9172013Assets 2014: $38,237,952Liabilities 2014: $20,861,431Net Assets 2014: $17,376,5212014Assets 2015: $86,022,005Liabilities 2015: $69,106,644Net Assets 2015: $16,915,3612015Assets 2016: $33,237,031Liabilities 2016: $18,097,663Net Assets 2016: $15,139,3682016Assets 2017: $30,985,926Liabilities 2017: $17,109,787Net Assets 2017: $13,876,1392017Assets 2018: $18,000,944Liabilities 2018: $14,839,632Net Assets 2018: $3,161,3122018Assets 2019: $22,743,930Liabilities 2019: $18,029,747Net Assets 2019: $4,714,1842019Assets 2020: $29,236,901Liabilities 2020: $22,703,634Net Assets 2020: $6,533,2672020Assets 2021: $39,946,269Liabilities 2021: $27,999,995Net Assets 2021: $11,946,2742021Assets 2022: $34,434,947Liabilities 2022: $29,676,540Net Assets 2022: $4,758,4072022Assets 2023: $54,889,562Liabilities 2023: $39,470,763Net Assets 2023: $15,418,7992023Assets 2024: $62,163,267Liabilities 2024: $43,304,500Net Assets 2024: $18,858,7672024

Highlighted filing

2017

Assets$30,985,926
Liabilities$17,109,787
Net Assets$13,876,139
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $2,898,570Expenses 2011: $1,824,902Net Income 2011: $1,073,6682011Revenue 2012: $148,394Expenses 2012: $724,558Net Income 2012: -$576,1642012Expenses 2013: $656,1352013Revenue 2014: $12,858,995Expenses 2014: $1,227,495Net Income 2014: $11,631,5002014Revenue 2015: $2,160,648Expenses 2015: $1,544,025Net Income 2015: $616,6232015Revenue 2016: $1,200,058Expenses 2016: $1,981,269Net Income 2016: -$781,2112016Revenue 2017: $1,819,675Expenses 2017: $3,289,444Net Income 2017: -$1,469,7692017Revenue 2018: $2,254,409Expenses 2018: $3,007,966Net Income 2018: -$753,5572018Revenue 2019: $2,284,801Expenses 2019: $2,841,286Net Income 2019: -$556,4852019Revenue 2020: $3,711,319Expenses 2020: $2,466,544Net Income 2020: $1,244,7752020Revenue 2021: $10,665,951Expenses 2021: $346,573Net Income 2021: $10,319,3782021Revenue 2022: $4,912,030Expenses 2022: $482,178Net Income 2022: $4,429,8522022Revenue 2023: $20,996,896Expenses 2023: $715,926Net Income 2023: $20,280,9702023Revenue 2024: $19,649,428Expenses 2024: $2,121,935Net Income 2024: $17,527,4932024

Highlighted filing

2017

Revenue$1,819,675
Expenses$3,289,444
Net Income-$1,469,769
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$23,216,544
Mission and Program Overview

Mission

The comerica legacy foundation is organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of the comerica charitable trust. The organization furthers the charitable purposes and operations of the trust by making grants and distributions which benefit or carry out the charitable purposes and goals of the trust to organizations which are tax-exempt and classified as public charities.

To further the charitable purposes and operations of the comerica charitable trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,618,530$29,018,209▼ $2,600,321
Savings and Temporary Cash Investments$1,589,385$1,948,656▲ $359,271
Investments Other Securities$29,116$19,061▼ $10,055
Total Assets$33,237,031$30,985,926▼ $2,251,105
Liabilities
Other Liabilities$18,091,038$17,104,844▼ $986,194
Accounts Payable and Accrued Expenses$6,625$4,943▼ $1,682
Total Liabilities$18,097,663$17,109,787▼ $987,876
Net Assets / Fund Balance
Unrestricted Net Assets$14,412,046$10,617,088▼ $3,794,958
Temporarily Rstr Net Assets$727,322$3,259,051▲ $2,531,729
Total Net Assets Fund Balance$15,139,368$13,876,139▼ $1,263,229
Total Liabilities and Net Assets / Fund Balance$33,237,031$30,985,926▼ $2,251,105
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Pamela HankinsPresident & Director
Rachel GulledgeTreasurer & Vice President
Genevieve DeaneVice President Thru 8/17/16
Kimberly HillVice President Thru 8/17/16
Janice TessierDirector
Susan JosephDirector
Tom OehmlerDirector
Michael MocoSecretary & Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Comerica Charitable TrustAdministrative Fees411 WEST LAFAYETTE MC 3420, Detroit, MI 48226$124,692
Revenue and Support

Revenue Composition

Contributions and Grants
$52,339
Program Service Revenue
$0
Investment Income
$1,744,046
Other Revenue
$23,290
All Other Contributions
$52,339
Change in Net Assets
$-1,469,769

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$52,339Fair Market Value
Total Noncash Contributions1$52,339-

Audited Revenue Reconciliation

Revenue per Audited Statements
$947,938
Revenue Not Reported on Financial Statements
$871,737
Revenue Not Reported on Form 990
$290,707
Other Revenue Adjustments
$871,737
Total Revenue per Audited Statements
$1,238,645
Total Revenue per Form 990
$1,819,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,153,104
Other Expenses$136,340
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,153,104--$3,153,104
Fees for Services Other-$124,692-$124,692
Fees for Service Investment Mgmnt Fees-$11,648-$11,648
Total Functional Expenses$3,153,104$136,340$0$3,289,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,289,444
Expenses per Audited Statements$2,501,875
Total Expenses per Audited Statements$2,501,875
Expenses Not Reported on Financial Statements$787,569
Other Expense Adjustments$787,569
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stanford UniversityStanford, CA501(c)(3)General Support$1,500,000
Portland Museum of ArtPortland, ME501(c)(3)General Support$402,289
The Protestant Episcopal Diocese of Michigan IncDetroit, MI501(c)(3)General Support$240,284
Newton Medical Center FoundationNewton, NJ501(c)(3)General Support$75,477
Trustees of Hamilton CollegeClinton, NY501(c)(3)Writing Center/scholarships$60,000
Catholic Charities Appeal of the Archdiocese of PhiladelphiaPhiladelphia, PA501(c)(3)General Support$57,672
St Christopher SchoolPhiladelphia, PA501(c)(3)General Support$51,961
Eastern Michigan University FoundationYpsilanti, MI501(c)(3)Tmg Expendable Fund$50,000
Emerald Necklace Conservancy IncBoston, MA501(c)(3)General Support$48,000
Moorings Park Foundation IncNaples, FL501(c)(3)General Support$45,383
Greenspring Village IncSpringfield, VA501(c)(3)Benevolent Care Fund/scholarship Program$41,440
Menlo ChurchMenlo Park, CA501(c)(3)Christmas Offering$40,000
Westmont CollegeSanra Barbara, CA501(c)(3)General Support$40,000
Church of the Heavenly RestNew York, NY501(c)(3)Stewardship/capital Fund$35,000
Search InstituteMinneapolis, MN501(c)(3)General Support$35,000
Fuller Theological SeminaryPasadena, CA501(c)(3)General Support$30,000
Pagalum Training InternationalLivermore, CA501(c)(3)10 Thousand Windows Program$30,000
Friends of Hildene IncManchester, VT501(c)(3)Annual Fund$25,000
Ave Maria School of LawNaples, FL501(c)(3)General Support$24,437
Anns Choice IncWarminster, PA501(c)(3)General Support$21,797
Yosemite ConservancySan Francisco, CA501(c)(3)General Support$20,514
Franklin University Switzerland IncNew York, NY501(c)(3)General Support$20,000
Jackson Community FoundationJackson, MI501(c)(3)Scholarship Program$20,000
Manchester Community LibraryManchester Center, VT501(c)(3)Manchester Historical Society Room$20,000
University of MichiganAnn Arbor, MI501(c)(3)Endowed Professorship Program$20,000
WellspringMenlo Park, CA501(c)(3)General Support$20,000
The Pacifica FoundationBerkeley, CA501(c)(3)General Support$15,194
Jackson College FoundationJackson, MI501(c)(3)Scholarship Program$15,000
Steps to Success IncBrookline Village, MA501(c)(3)General Support$15,000
Ave Maria UniversityAve Maria, FL501(c)(3)General Support$12,855
Live in PeaceEast Palo Alto, CA501(c)(3)General Support$10,000
Stanley M Isaacs Neighborhood Center IncNew York, NY501(c)(3)Ul Annual Fund$10,000
Golden Gate UniversitySan Francisco, CA501(c)(3)General Support$8,286
Ravenswood Education FoundationMenlo Park, CA501(c)(3)Science Program$7,500
University of Wisconsin FoundationMilwaukee, WI501(c)(3)Human Ecology Annual Fund$7,500
Cedar Crest Village IncPompton Plains, NJ501(c)(3)Benevolent Care Fund$6,050
Sherrill House IncJamaica Plain, MA501(c)(3)Endow the Difference Campaign$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$17,104,844
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
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 A, line 2

“All officers and directors listed on page 7 of the return have a business relationship with one another.”

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

“Tax return is reviewed by the clf board prior to being filed.”

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

“Members of the board 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 board member would be asked to refrain from voting. If the conflict was not pertinent to the voting matter, the board member would be allowed to vote.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Comerica Legacy Foundation
EIN
94-2833444
Phone
8774051091
Address
PO BOX 75000-3420, DETROIT, MI 48275

Signing Officer

Name
Rachel Gulledge
Title
Vice President
Phone
8774051091
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Gulledge
Formed
1981
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
8

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:

“Charitable gift annuity distributions 787,570. Realized gain related to charitable gift annuities and restricted donor advised fund -871,737.”

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, 2017 and 2016, there were no uncertain tax positions that required accrual.”

Part XI, Line 4B - Other Adjustments:

“Realized gain related to charitable gift annuities and restricted donor advised funds 871,737.”

Part XII, Line 4B - Other Adjustments:

“Charitable gift annuity distributions 787,569.”

Raw XML AppendixShowing 400 of 802 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06625
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04943
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FURTHER THE CHARITABLE PURPOSES AND OPERATIONS OF THE COMERICA CHARITABLE TRUST
IRS990/AllOtherContributionsAmt052339
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0RACHEL GULLEDGE
IRS990/BooksInCareOfDetail/PhoneNum03132223018
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 W LAFAYETTE MC 3420
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048226
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0124692
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0411 WEST LAFAYETTE MC 3420
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DETROIT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd048226
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0COMERICA CHARITABLE TRUST
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052339
IRS990/CYGrantsAndSimilarPaidAmt03153104
IRS990/CYInvestmentIncomeAmt01744046
IRS990/CYOtherExpensesAmt0136340
IRS990/CYOtherRevenueAmt023290
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1469769
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03289444
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01819675
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTIONS TO 501(C)(3) ORGANIZATIONS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03153104
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0124692
IRS990/FeesForServicesOtherGrp/TotalAmt0124692
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011648
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011648
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0PAMELA HANKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL MOCO
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM OEHMLER
IRS990/Form990PartVIISectionAGrp/PersonNm4JANICE TESSIER
IRS990/Form990PartVIISectionAGrp/PersonNm5KIMBERLY HILL
IRS990/Form990PartVIISectionAGrp/PersonNm6RACHEL GULLEDGE
IRS990/Form990PartVIISectionAGrp/PersonNm7GENEVIEVE DEANE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT THRU 8/17/16
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER & VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT THRU 8/17/16
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01549931
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt03153104
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03153104
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03153104
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022946800
IRS990/GrossReceiptsAmt023216544
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0194115
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194115
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt029116
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt019061
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031618530
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029018209
IRS990/IRPDocumentCnt0333
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021396869
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMERICA LEGACY FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE COMERICA CHARITABLE TRUST. THE ORGANIZATION FURTHERS THE CHARITABLE PURPOSES AND OPERATIONS OF THE TRUST BY MAKING GRANTS AND DISTRIBUTIONS WHICH BENEFIT OR CARRY OUT THE CHARITABLE PURPOSES AND GOALS OF THE TRUST TO ORGANIZATIONS WHICH ARE TAX-EXEMPT AND CLASSIFIED AS PUBLIC CHARITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015139368
IRS990/NetAssetsOrFundBalancesEOYAmt013876139
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01549931
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01549931
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0290707
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt052339
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-84167
IRS990/OtherLiabilitiesGrp/BOYAmt018091038
IRS990/OtherLiabilitiesGrp/EOYAmt017104844
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt023290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023290
IRS990/OtherRevenueTotalAmt023290
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RACHEL GULLEDGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt062960
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01818383
IRS990/PYInvestmentIncomeAmt01136898
IRS990/PYOtherExpensesAmt0162886
IRS990/PYOtherRevenueAmt0200
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-781211
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01981269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01200058
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1469769
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01589385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01948656
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE COMERICA CHARITABLE TRUST ("CCT") IS IDENTIFIED BY NAME AND THE OTHER ORGANIZATIONS RECEIVING SUPPORT ARE ALL DESIGNATED BY CLASS AND ARE 501(C)(3) ORGANIZATIONS. THE NAMED SUPPORTED ORGANIZATION, CCT, WHICH CONTROLS THE ORGANIZATION REGULARLY PROVIDES FINANCIAL AND OTHER SUPPORT TO A WIDE RANGE OF CHARITABLE ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE METROPOLITAN DETROIT COMMUNITY, GENERALLY PROVIDING SOCIAL SERVICES, EDUCATION, AND OTHER BENEFITS TO CHARITABLE ORGANIZATIONS. THE FINANCIAL SUPPORT PROVIDED BY THE ORGANIZATION TO OTHER CHARITABLE ORGANIZATIONS IS INTENDED TO CARRY OUT THE FUNCTIONS AND THE MISSION OF THE CCT. EACH YEAR, ELIGIBLE RECIPIENTS ARE DETERMINED BY THE ORGANIZATION'S BOARD BASED ON THE MISSION OF THE ORGANIZATION AND CCT. THE ARTICLES OF INCORPORATION PROVIDE FOR THE AUTHORITY FOR SUCH CHANGES, AS THE SUPPORTED ORGANIZATIONS ARE LISTED BY CLASS OR PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0651259308
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMERICA CHARITABLE TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt052339
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02365534
IRS990ScheduleD/DonorAdvisedFundsHeldCnt07
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt013876139
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0787569
IRS990ScheduleD/ExpensesSubtotalAmt02501875
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0290707
IRS990ScheduleD/OtherExpensesNotIncludedAmt0787569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017104844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0871737
IRS990ScheduleD/RevenueNotReportedAmt0290707
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0871737
IRS990ScheduleD/RevenueSubtotalAmt0947938
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 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, 2017 AND 2016, THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRED ACCRUAL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REALIZED GAIN RELATED TO CHARITABLE GIFT ANNUITIES AND RESTRICTED DONOR ADVISED FUNDS 871,737.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHARITABLE GIFT ANNUITY DISTRIBUTIONS 787,569.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03289444
IRS990ScheduleD/TotalLiabilityAmt017104844
IRS990ScheduleD/TotalRevenuePerForm990Amt01819675
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01238645
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02501875
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021797
IRS990ScheduleI/RecipientTable/CashGrantAmt124437
IRS990ScheduleI/RecipientTable/CashGrantAmt212855
IRS990ScheduleI/RecipientTable/CashGrantAmt357672
IRS990ScheduleI/RecipientTable/CashGrantAmt46050
IRS990ScheduleI/RecipientTable/CashGrantAmt535000
IRS990ScheduleI/RecipientTable/CashGrantAmt650000
IRS990ScheduleI/RecipientTable/CashGrantAmt748000
IRS990ScheduleI/RecipientTable/CashGrantAmt820000
IRS990ScheduleI/RecipientTable/CashGrantAmt925000
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt118286
IRS990ScheduleI/RecipientTable/CashGrantAmt1241440
IRS990ScheduleI/RecipientTable/CashGrantAmt1315000
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1620000
IRS990ScheduleI/RecipientTable/CashGrantAmt1740000
IRS990ScheduleI/RecipientTable/CashGrantAmt1845383
IRS990ScheduleI/RecipientTable/CashGrantAmt1975477
IRS990ScheduleI/RecipientTable/CashGrantAmt2030000
IRS990ScheduleI/RecipientTable/CashGrantAmt21402289
IRS990ScheduleI/RecipientTable/CashGrantAmt227500
IRS990ScheduleI/RecipientTable/CashGrantAmt2335000
IRS990ScheduleI/RecipientTable/CashGrantAmt246000
IRS990ScheduleI/RecipientTable/CashGrantAmt2551961
IRS990ScheduleI/RecipientTable/CashGrantAmt261500000
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt2815000
IRS990ScheduleI/RecipientTable/CashGrantAmt2915194
IRS990ScheduleI/RecipientTable/CashGrantAmt30240284
IRS990ScheduleI/RecipientTable/CashGrantAmt3160000
IRS990ScheduleI/RecipientTable/CashGrantAmt3220000
IRS990ScheduleI/RecipientTable/CashGrantAmt337500
IRS990ScheduleI/RecipientTable/CashGrantAmt3420000
IRS990ScheduleI/RecipientTable/CashGrantAmt3540000
IRS990ScheduleI/RecipientTable/CashGrantAmt3620514
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc31501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc33501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc34501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc35501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc36501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4BENEVOLENT CARE FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5STEWARDSHIP/CAPITAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TMG EXPENDABLE FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9ANNUAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12BENEVOLENT CARE FUND/SCHOLARSHIP PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13SCHOLARSHIP PROGRAM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,985,926
Liabilities
$17,109,787
Net assets
$13,876,139
Revenue
$1,819,675
Expenses
$3,289,444
Net income
-$1,469,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.2$43.3$18.9$19.6$2.12$17.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.9$39.5$15.4$21.0$0.72$20.3
2022Detailed filing. Detailed filing data is available for this year.$34.4$29.7$4.76$4.91$0.48$4.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.9$28.0$11.9$10.7$0.35$10.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$22.7$6.53$3.71$2.47$1.24
2019Summary only. Only limited summary data is available for this year.$22.7$18.0$4.71$2.28$2.84$0.56
2018Summary only. Only limited summary data is available for this year.$18.0$14.8$3.16$2.25$3.01$0.75
2017Detailed filing. Detailed filing data is available for this year.$31.0$17.1$13.9$1.82$3.29$1.47
2016Detailed filing. Detailed filing data is available for this year.$33.2$18.1$15.1$1.20$1.98$0.78
2015Detailed filing. Detailed filing data is available for this year.$86.0$69.1$16.9$2.16$1.54$0.62
2014Summary only. Only limited summary data is available for this year.$38.2$20.9$17.4$12.9$1.23$11.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$14.0$7.61$0.66
2012Summary only. Only limited summary data is available for this year.$16.6$9.13$7.49$0.15$0.72$0.58
2011Summary only. Only limited summary data is available for this year.$15.0$4.00$11.0$2.90$1.82$1.07