Return of Private Foundation B No 1545-0052 corm 990-PF or Section 4947 ( a)(1) Trust C1_J Treated as Private Foundation 1b not enter soct:l ;^ -aty ODepartment of the Treasury 4*0 Do numbers ^ t +hl^ form as it may be made public - 2014 N Internal Revenue Seance 11- Information about Form 990-PF and its separate instructions is at www. irs.gov1form990pf. For calendar year 2014 or tax year beginning 2014. a 20 Name of foundation A Employer identification number CHARLES STEWART MOTT FOUNDATION 38-1211227 w Number and street (or P 0 box number if mall is not delivered to street address ) Room / suite B Telephone number (see instructions) (810) 238-5651 503 S SAGINAW STREET City or town, state or province , country, and ZIP or foreign postal code 0^ q C If exemption application is ► pending, check here D FLINT, MI 48502-1851 O 11^ G Check all that apply: Initial return Initial return of a former public charity D I Forei g n org anizations , check here . • ID Final return Amended return 2 Foreign organizations meeting the test, h ere a:d attach . Address change Name change 85%computoheck ► ge m , n H Check type of organization*-T X , Section 501 (c )( 3) exempt private foundation ^i E If private foundation status was terminated. q Section 4947 ( a )( 1 ) nonexempt charitable trust Other taxable L. p rivate foundation under section 507(b )( 1)(A) , check here . Fair market value I of all assets at J Accounting method Cash X Accrual - - F If the foundation is in a &i-month termination i end of year (from Part II, col (c), line Other ( specify) ------under section 507(b)(1)(B),check here 2, 7 9 8, 215 , 0 0 5 column (d) must be on basis 16) ► $ (Part/, cash ) (d) Disbursements Analysis of Revenue and Expenses (The (a ) Revenue and (b) Net investment (c) Adjusted net for charitable total of amounts in columns (b), (c), and (d) expenses per may not necessarily equal the amounts in income income purposes books column (a) (see Instructions) ) ( cash basis only)
1 Contributions , gifts, grants , etc , received (attach schedule) if the foundation is not required to 2 Check ON- D attach Sch . B 3 Interest on savings and temporary cash investments . 3, 920 3, 920 4 Dividends and interest from securities , , , , 30, 628, 478. 30,628,478 . 5a Gross rents ...... 734, 842 734, 842. b Net rental income or (loss) -1, 437, 636 6a Net gain or (loss) from sale of assets not on line 1 0 3 5 , 4 25, 262 . CD C b Gross sales price for all 669,667,723 4) assets on line 6a d 7 Capital gain net income (from Part IV, line 2 ) , 191 , 312 , 7 4 9 . 8 Net short-term capital gain. '-^ ...... 9 Income modifications . . 10a Gross sales less returns . and allowances . • , . , b Less Cost of goods sold O c Gross profit or (loss ) ( attach schedule) . , • • 11 Other income ( attach schedule ) p,TcH. ]-. , 144, 832, 606. 5, 642, 881. 12 Total. Add lines 1 through 11 211, 625, 108 178, 322, 865 13 Compensation of officers , directors, trustees , etc 2, 816, 614 7 5 3 , 47 2 2, 063, 142 T 0 14 Other employee salaries and wages 7, 489, 384 1, 626, 403. 5, 816, 860. 15 Pension plans, employee benefits . , . , , , 3, 918, 466 728, 272 3, 099, 564 331, 000 60, 100 224, 798 X 16a Legal fees (attach schedule ) ATcH 2, • , , `U b Accounting fees ( attach schedule)AT.CH, 263, 108 54, 409 176, 660. c Other professional fees ( attac chedule). [.4 J 3, 342, 018. 2, 747, 920 602, 408. co y 8 tcHe sp^2^ structtons )(51 , 5, 015, 624 10, 927 D e r atlon attach sch ) and depletion * 289, 260. 101, 8 67 . Otpn^ , ...... 1, 502, 831. 558, 534. 939, 806 a 1 t,. con lags . . . . , , 861, 099 106, 058. 740, 784 2 POt ' %Ii Ins ' , r , , , , , • 259 , 272 71 , 810 187 , 381 Cr, 3 =Otherexpenses a a ule )ATCU .6. 1, 160, 764 197, 776 1, 005, 401 . C 24 Total operating and administrative expenses. Add lines 13 through 23 ...... 27, 249, 440 7, 006, 621 14, 867, 731. 0 25 Contributions , gifts, grants paid ...... 90, 763, 105 72, 899, 255 26 Total expenses and disbursements Add tines 24 and 25 118, 012, 545 7, 006, 621 87, 766, 986 27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements 9 3 , 612, 563 _ b Net investment income ( if negative , enter -0- ) 171,316,244 c Adjusted net income ( if negative, enter -0-). . JSA For Paperwork Reduction Act Notice, see instructions . Form UUU-F l- (2014) 4E1410 1 000 LATCH 23 q
1^1_\\A Form 990-PF (2014) Alllllwk Ask Pane 2 ached schedules and amounts in the Beginning of year of year Balance Shee ,ascription co l umn s h ou ld be for end -of- year amounts only ( See instructions ) ( a) Book Value ( b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing ...... 2 4 , 373 24, 27-7 24, 277 2 Savings and temporary cash investments ...... 41, 648, 915 127, 624, 661 127, 624, 661 Accounts receivable 82, 927 3 ► ------Less : allowance for doubtful accounts 89, 894 82, 927 82, 927 ► ------4 Pledges receivable ► ------Less allowance for doubtful accounts ► 5 Grants receivable ...... 6 Receivables due from officers , directors, trustees , and other disqualified persons ( attach schedule ) ( see instructions) . , . , Other 7 notes and loans receivable (attach schedule) ► _ _ _ _ Less allowance for doubtful accounts ► ------8 Inventories for sale or use 9 Prepaid expenses and deferred charges ...... 10, 340, 385 6, 292, 488 6,292, 488 10a Investments - U S and state government obligations (attach schedule )(? ] 42, 512, 166 44, 193, 435 44, 193, 435 b Investments - corporate stock ( attach schedule ) ATCH 8 660, 751, 918 661, 373, 538 661, 373, 538 c Investments - corporate bonds (attach schedule )ATCH 9 85, 239, 497 79, 516, 058 79, 516, 058 Investments buildings 11 - land, , ► 10, 078, 830 and equipment basis ______Less accumulated depreciation ► 6, 407, 072 3, 520, 727 3, 671, 758 7, 316, 950 (attach schedule ) ------12 Investments - mortgage loans ...... 13 Investments - other ( attach schedule) _ , , , .ATCH 10 1, 737, 526, 362. 1, 870, 005, 084 1, 870, 005, 084 14 Land , buildings, and ► 1, 127, 819 equipment basis ------______Less accumulated depreciation ► 1 , 657, 840 1 , 127, 819 1, 12'7, 819 (attach schedule ) ------11_ _ ) 679, 938 657, 768 657, 768 15 Other assets (describe ► __--____-ATCH_ 16 Total assets ( to be completed by all filers - see the instructions . Also, seepage 1 , item 1 ) . 2 , 583, 992, 0 1 5 . 2 , 7 9 4 , 5 6 9 , 813 2, 798, 215, 005. 17 Accounts payable and accrued expenses , , , , , , , , , , , 1 , 165, 808 1 , 523, 647 18 Grants payable , , , , , , , , , , , , , , , , , , , , , , , .9,262,720 27, 576, 190 y 19 Deferred revenue ...... 20 Loans from officers, directors , trustees, and other disqualified persons R_ 21 Mortgages and other notes payable (attach schedule) _j 22 Other liabilities (describe ATCH_ 12 ) 0, 779, 117 44, 546, 302
23 Total liabilities ( add lines 17 through 22) . 1 , 2 07 , 64 5 7 3 , 64 6 , 13 9 Foundations that follow SFAS 117 , check here . and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted . 2,784,370 2,720,923,674 25 Temporarily restricted ...... M 26 Permanently restricted ...... q M Foundations that do not follow SFAS 117, . . . ► check here and complete lines 27 through 31. y 27 Capital stock , trust principal , or current funds , , ,
y 28 Paid-in or capital surplus , or land, bldg , and equipment fund , , , , Q 29 Retained earnings, accumulated income, endowment , or other funds Z 30 Total net assets or fund balances (see instructions ). . . . . 2, 532, 784, 370 2, 720, 923, 674 Z 31 Total liabilities and net assets/fund balances (see instructions ) ...... 2, 583, 992, 015 2, 794, 569, 813 F!Yffff Anal ysis of Chan g es in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 ( must agree with end-of-year figure reported on prior year's return )...... 1 2, 532, 784, 370 2 Enter amount from Part I, line 27a ...... 2 93, 612, 563 3 Other increases not included in line 2 ( itemize ) ATCH 13------3 103, 192, 673 4 Add lines 1 , 2, and 3 4 2, 729, 589, 606. 5 Decreases not included in line 2 (itemize ) ATCH 14 5 8, 665, 932 ► ------6 Total net assets or fund balances at end of year ( line 4 minus line 5 - Part II, column ( b ) , line 30 6 2,720, 923, 674 Form 990-PF (2014)
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4E1420 1 000 Form 990-PF (2014) FMM Capital Gainsand Losses for Tax on Investment Income (a) List and describe the kind ( s) of property sold (e g real estate, abcquled ac) Diaed ( d) Date sold P-Purchase 2-story brick warehouse , or common stock, 200 shs MLC Co) ( mo ( mo , day, yr ) D - Donation qday , yr ) 1a SEE PART IV SCHEDULE b c d e f) Depreciation allowed ( g) Cost or other basis (e) Gross sales price ( ( h) Gain or (loss) (or allowable ) plus expense of sale ( e) plus ( f) minus (g) a b c d e Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31/69 ( I) Gains ( Col (h) gain minus (1) Adjusted basis ( k) Excess of col (t) col ( k), but not less than -0-) or (i) F M V as of 12 / 31/69 as of 12/31 / 69 over col (j), if any Losses ( from col (h)) a b c d e If gain , also enter in Part I, line 7 2 Capital gain net income or (net capital loss ) { If (loss ), enter -0- in Part I , line 7 } 2 141,312,744 3 Net short-term capital gain or ( loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I , line 8, column (c) (see instructions ) If (loss ), enter -0- in l Part I, line 8 1 3 0 ii Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No If "Yes," the foundation does not qualify under section 4940 ( e) Do not complete this part 1 Enter the appropriate amount in each column for each year , see the instructions before making any entries. (a ) Base period years (b) (c) Distribution ratio Adjusted qualifying distributions Net value of nonchantable - use assets Calendar year (or tax year beginning in) ( col (b) divided by col (c)) 2013 129,055,739 2,357,437,225 0 054744 2012 105,379,925 2,213,132,805 0 047616 2011 124,052,930 2,194,241,527 0 056536 2010 121,825,991 2,032,447,920 0 059941 2009 127,782,902 1,887,218,268 0 067710
2 Total of line 1 , column (d) 2 0 286547 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years ...... 3 0 057309
4 Enter the net value of nonchantable-use assets for 2014 from Part X, line 5 ...... 4 2, 617, 622, 803
5 Multiply line 4 by line 3 ...... 5 150, 013, 345
6 Enter 1 % of net investment income (1 % of Part I, line 27b) ...... 6 1, 713, 162
7 Add lines 5 and 6 ...... 7 151, 726, 507
8 Enter qualifying distributions from Part XII, line 4 ...... 8 87, 766, 986 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b , and complete that part using a 1% tax rate See the Part VI Instructions
Form 4E1430n 1 000 990-PF (2014) Form 990-PF (2014) Page 4 Excise Tax don Investment Income (Section 4940(a), 4940(b), 4940 (e), or - see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here ► and enter "N/A" on line 1 , . . Date of ruling or determination letter ------( attach copy of letter if necessary - see instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3, 426 , 325. q here ► and enter 1 % of Part I, line 27b ...... c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . , . 2 3 Add lines 1 and 2 ...... 3 3, 426, 325. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . . 4 0 5 Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- ...... 5 3, 426, 325 . 6 Credits/Payments a 2014 estimated tax payments and 2013 overpayment credited to 2014. . . . 6a 2, 661, 556. b Exempt foreign organizations - tax withheld at source ...... 6b c Tax paid with application for extension of time to file (Form 8868)...... 6c 380, 000 . d Backup withholding erroneously withheld ...... 6d 7 Total credits and payments Add lines 6a through 6d ...... 7 3, 041, 556 . 8 Enter any penalty for underpayment of estimated tax Check here q if Form 2220 is attached ...... 8 5,035. ATCH 9 Tax due. If the total of lines 5 and 8 Is more than line 7, enter amount owed . 15 ► 9 405,321. 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ...... ► 10 11 Enter the amount of line 10 to be Credited to 2015 estimated tax ► Refunded ► 11 Statements Regarding Activities 1a During the tax year , did the foundation attempt to influence any national, state , or local legislation or did it Yes No participate or intervene in any political campaign? ...... 1a X b Did it spend more than $ 100 during the year ( either directly or indirectly) for political purposes (see Instructions for the definition )? ...... 1b X If the answer is "Yes " to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities c Did the foundation file Form 1120 - POL for this year? ...... 1c X d Enter the amount ( if any) of tax on political expenditures ( section 4955) imposed during the year managers $ (1) On the foundation ► $ (2) On foundation ► e Enter the reimbursement ( if any) paid by the foundation during the year for political expenditure tax imposed on
foundation managers ► $ 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? ...... 21 X If "Yes, " attach a detailed description of the activities 3 Has the foundation made any changes , not previously reported to the IRS , in its governing instrument , articles of incorporation , or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes , , , , , , , , , , , , 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? ...... 4a X b If "Yes," has it filed a tax return on Form 990-T for this year? ...... 4b X 5 Was there a liquidation, termination , dissolution , or substantial contraction during the year? ...... 5 X If "Yes," attach the statement required by General Instruction T 6 Are the requirements of section 508 ( e) (relating to sections 4941 through 4945) satisfied either • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? ...... 6 X 7 X 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part ll, col (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ► MI, ------b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate ) of each state as required by General Instruction G2 If "No," attach explanation ...... 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942 ())( 3) or 4942 0)( 5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)? If "Yes," complete Part XIV ...... 9 X 10 Did any persons become substantial contributors during the tax year? If 'Yes," attach a schedule listing their names and addresses ...... 1 10 Form 990-PF (2014)
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4111440 1 000 Form 990-PF ( 2014) Page 5 EyffrlWT Statemen ardin Activities continued 11 At any time during the year , did the foundation , directly or indirectly , own a controlled entity within the meaning of section 512 ( b)(13)? If "Yes," attach schedule (see instructions) ...... 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement (see instructions) ...... 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address WWW MOTT ORG ►------14 The books are in care of -HOPTON ------Telephone no 810-238-5651 ------Located at S SAGINAW STREET, SUITE 1200 FLINT, MI ZIP+4 48502-1851 ------► ------15 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ......
and enter the amount of tax-exempt interest received or accrued during the year ...... ► 15 16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority Yes No over a bank , securities, or other financial account in a foreign country? ...... 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114, (formerly TD F 90-221) If "Yes," enter the name of the foreign country ► SOUTH AFRICA Statements Re g ardin g Activities for Which Form 4720 May Be Req uired File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. Yes No la During the year did the foundation ( either directly or indirectly)- (1) Engage in the sale or exchange , or leasing of property with a disqualified person ? ...... q Yes q No (2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ...... Yes X No (3) Furnish goods, services , or facilities to (or accept them from ) a disqualified perso...... Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ...... X Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person )' ...... q Yes q No (6) Agree to pay money or property to a government official? ( Exception . Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) ...... q Yes No b If any answer is "Yes" to la(1 )-( 6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 . 4941 ( d)-3 or in a current notice regarding disaster assistance (see instructions ) ? ...... 1 b X Organizations q relying on a current notice regarding disaster assistance check here ...... ► c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2014? ...... 1 c X 2 Taxes on failure to distribute income ( section 4942 ) ( does not apply for years the foundation was a private operating foundation defined in section 4942 (j)( 3) or 4942 (j )(5)) a At the end of tax year 2014 , did the foundation have any undistributed income ( lines 6d and 6e, Part XI II ) for tax year( s) beginning before 2014 ? ...... q Yes No
If"Yes,"list the years ► ,______-_ ,______,____---- b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets ) to the year's undistributed income? ( If applying section 4942 (a)(2) to all years listed , answer "No" and attach statement - see instructions ) ...... 2b c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? ...... q Yes q No b If "Yes," did it have excess business holdings in 2014 as a result of ( 1) any purchase by the foundation or disqualified persons after May 26, 1969 , ( 2) the lapse of the 5-year period ( or longer period approved by the Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest , or (3) the lapse of the 10-, 15-, or 20-year first phase holding period ? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2014 ) ...... 3b X 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes'? 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969 ) that could jeopardize its charitable ouroose that had not been removed from ieooardv before the first day of the tax year beainninn in 2014? 4b X Form 990 -PF (2014)
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4E1450 1 000 Form 990-PF (2014) Page 6 I'MUZM: Stateme egarding Activities for Which Form 4720 May Be Required (con 5a During the year did the foundation pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))7 ...... q Yes q No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive? ...... Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? ...... Yes X No (4) Provide a grant to an organization other than a charitable, etc , organization described in section 4945(d)(4)(A)7 (see instructions) ...... 51 Yes q N o (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? ...... q Yes No b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions)? ...... 5b X Organizations relying on a current notice regarding disaster assistance check here q ...... ► c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? ...... Yes q No If "Yes," attach the statement required by Regulations section 53 4945-5(d) ATC H 21 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... q Yes No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ...... 6b X If "Yes" to 6b, file Form 8870 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?. . q Yes No b If "Yes," did the foundation receive an y p roceeds or have an y net income attributable to the transaction? . 7b Information About Officers, Directors , Trustees , Foundation Managers , Highly Paid Employees, and Contractors I List all officers . directors . trustees . foundation manaaers and their compensation ( see instructionsl (b) Title, and average (c) Compensation (d) Contributions to pal (e) Expense account, (a) Name and address hours per week ( If not d , employee benefit plans devoted to position enter -0- and deferred compensation other allowances SEE STATEMENT 24 ------2,829,418 662,398 0
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2 Compensation of five highest - paid employees (other than those included on line I - see instructi ons) . If none. enter "NONE." (b) Title, and average (d) Contributions to employee benefit (a) Name and address of each employee paid more than $ 50,000 hours per week (c) Compensation (e) Expense account, plans devoted to position and deferred other allowances compensation SEE STATEMENT 24 ------1,351,711 323,898 0
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Total number of other em p loyees p aid over $50,000. . ► 64 Form 990-PF (2014)
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4E1460 1 000 Form 990-PF (2014) • • Page 7 Information About Officers, Directors, Trustees, Foundation Managers , Highly Paid Employees, and Contractors (continued) Five hinhest. naid indenendent contractors for professional services ( see instructions ). If none, enter "NONE." (a) Name and address of each person paid more than $ 50,000 (b) Type of service (c) Compensation
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16 Total number of others receiving over $50,000 for p rofessional services . . ► Summary of Direct Charitable Activities
charitable activities the tax year Include relevant statistical information such as the number of List the foundation 's four largest direct during Expenses organizations and other beneficiaries served, conferences convened, research papers produced, etc
1 -FLINT COMMUNITY SCHOOLS ------TECHNICAL ASSITANCE - SEE STATEMENT 22 ------656, 430 2-COMMUNITY -FOUNDATION DEVELOPMENT IN ------SOUTH-EAST EUROPE - SEE STATEMENT 22 ------161,029 MOTT -COMMUNITY FOUNDATION CENTENNIAL 3------MICROSITE - SEE STATEMENT 22 ------140,082
4_ LEARNING_BEYOND THE CLASSROOM ------TECHNICAL ASSISTANCE - SEE STATEMENT 22 ------135,000 Su mmarv of Proaram -Related Investments (see instructions) Amount Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 NONE ------
2 ------
All other program-related investments See instructions
3 NONE ------
Total. Add lines 1 through 3 , , ...... Form 990-PF(2014)
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4E1465 1 000 Form 990-PF ( 2014) Page 8 3W_ _VW Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions.) I Fair market value of assets not used ( or held for use) directly in carrying out charitable, etc , purposes a Average monthly fair market value of securities ...... 1a 2,649,753,324 b Average of monthly cash balances ...... 1b 3, 584, 568 c Fair market value of all other assets ( see instructions )...... 1 c 4, 147, 187 d Total ( add lines 1a, b, and c) ...... Id 2, 657, 485, 079 e Reduction claimed for blockage or other factors reported on lines 1 a and 1c (attach detailed explanation ) ATCH 17 le 21, 871, 465 2 Acquisition indebtedness applicable to line 1 assets , , , , , , , , , , , , , , , , , , , , , , , , , , , 2 3 Subtract line 2 from line 1d ...... 3 2, 657, 485, 079 4 Cash deemed held for charitable activities Enter 1 1/2 % of line 3 (for greater amount, see instructions ), , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 4 39, 862, 276 5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 2, 617, 622, 803 6 Minimum investment return . Enter 5% of line 5 6 130, 881, 140 Distributable Amount ( see instructions ) ( Section 49420 )( 3) and 0 )(5) private operating foundations and certain foreign organizations check here ► and do not complete this part ) 1 Minimum investment return from Part X , line 6 ...... 1 130, 881, 140 2a Tax on investment income for 2014 from Part VI, line 5 . . . . . 2a 3, 426, 325 b Income tax for 2014 (This does not include the tax from Part VI ). . 2b 119, 791 c Add lines 2a and 2b ...... 2c 3, 546, 116 3 Distributable amount before adjustments Subtract line 2c from line 1 ...... 3 127, 335, 024 4 Recoveries of amounts treated as qualifying distributions ...... 4 1, 108, 568 5 Add lines 3 and 4 ...... 5 128,443,592 6 Deduction from distributable amount ( see instructions) ...... 6 7 Distributable amount as adjusted Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 128, 443, 592
Qualifying Distributions ( see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 ...... la 87,766,986 b Program-related investments - total from Part IX-B , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes ...... 2 3 Amounts set aside for specific charitable projects that satisfy the. a Suitability test (prior IRS approval required) ...... 3a b Cash distribution test (attach the required schedule ) ...... 3b 4 Qualifying distributions Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 87, 766, 986 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see instructions) _ , , _ 5 0 6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 87, 766, 986 Note . The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2014)
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4121470 1 000 • • Form 990-PF ( 2014) Page 9 Undistributed Income ( see instructions) (a) (b) (c) (d) Years 1 Distributable amount for 2014 from Part XI , Corpus prior to 2013 2013 2014 line? , , , , , , , , , , , , , , , , , , , , , 128, 443, 592 2 Undistributed income, if any, as of the end of 2014 a Enter amount for 2013 only . _ ...... b Total for pnoryears 20 12 20 1 1 20 10 3 Excess distributions carryover , if any, to 2014 a From 2009 b From 2010 c From 2011 78,254,715 d From 2012 e From 2013 8,238,755
f Total of lines 3a through e , , , , , , . , , , , . 86,493,470 4 Qualifying distributions for 2014 from Part XII, 87, 766, line4 ► $ 986. a Applied to 2013, but not more than line 2a , , , b Applied to undistributed income of prior years (Election required - see instructions )......
c Treated as distributions out of corpus (Election required - see instructions ) ...... d Applied to 2014 distributable amount . . . . _ 87,766,986 e Remaining amount distributed out of corpus , , 5 Excess distributions carryover applied to 2014 , 40, 676, 606 40, 676, 606 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 45, 816, 864 b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed ...... d Subtract line 6c from line 6b Taxable amount - see instructions e Undistributed income for 2013 . Subtract line 4a from line 2a Taxable amount - see instructions ......
f Undistributed income for 2014 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2015 ...... 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942( g)(3) (Election may be required -see instructions ) , , ...... 8 Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) . . . 9 Excess distributions carryover to 2015. 45,816,864
Subtract lines 7 and 8 from line 6a . 10 Analysis of line 9 a Excess from 2010 . . . b Excess from 2011 . . . 37, 578, 109 c Excess from 2012 . , , d Excess from 2013 . . . 8 , 238, 755 e Excess from 2014 , Form 990-PF(2014)
JSA
4E1480 1 000 Form 990-PF (2014) Page 10 Private O Foundations ( see instructions and Part VII-A, q uestion 9 ) NOT APPLICABL E 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation , and the ruling is effective for 2014 , enter the date of the ruling ► L b Check box to indicate whether the foundation is a orivate oneratlna foundation described to section 4949(t)(3) nr 4942())(5) Tax year Prior 3 years 2 a Enter the lesser of the ad- (e) T otal lustedI net income from Part (a) 2014 (b) 2013 (c) 2012 (d) 2011 or the minimum investment return from Part X for each year listed
b 85% of tine 2a
C Qualifying distributions from Part 7 XII, line 4 for each year listed ,
d Amounts included in line 2c not used directly for active conduct of exempt activities . . . . . e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c 3 Complete 3a, b. or c for the alternative test relied upon a Assets" alternative test - enter
(1) Value of all assets , , , (2) Value of assets qualifying under section 4942(1)(3)(6)(1). . . . . b Endowment' alternative test- enter 2/3 of minimum invest- ment return shown in Part X. line 6 for each year listed , , , C Support" alternative test - enter
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)...... (2) Support from general public and 5 or more exempt organizations as provided in section 4942 0)(3)(B)(u) ...... (3) Largest amount of sup- port from an exempt organization...... (4) Gross investment income , Supplem Information (Complete this part only if the foundation had $5 , 000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) NONE b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE 2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs: q Check here ► if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete Items 2afb, c, and d a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed ATCH 18 b The form in which applications should be submitted and information and materials they should include
SEE STATEMENT 18A c Any submission deadlines
SEE STATEMENT 18A d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors
SEE STATEMENT 18A JS A Form 4E1490 1 000 990-PF (2014) Form 990-PF (2014 ) • • Page 11 Supplementary Information (continued) 3 Grants and Contributions Paid Durina the Year or ADD roved for Future Payment If rec i pient is an individual . Foundation Recipient show any relationship to Purpose of grant or status of A mount orany foundation bmanager ontribution Name and address (home or business) subs tantialntial conln ulor recip ient a Paid during the year SEE STATEMENT 20 72,899,255
Total ...... ► 3a 72, 899, 255. b Approved for future payment SEE STATEMENT 20 39,018,615. TOTAL UNPAID GRANTS LESS. UNPAID GRANTS APPROVED IN PRIOR YEARS (2,937,336
36,081,2-79 Total ► 3b SSA Form 990-PF (2014) 4E1491 1 000 Form 990-PF (2014 e 12 F7rZ5.i'li Analysis of Income-Producing Activities Enter ross amounts unless otherwise indicated Unrela ted business income Excluded by section 512, 513, or 514 (e) (c) (d) Related or exempt (a) (b) function income Amount Amount 1 Prc gram service revenue Business code Exclusion code ( See instructions a b c d e f 9 Fees and contracts from government agencies 2 Me mbership dues and assessments , , , , , 3 lnu rest on savings and temporary cash investments 14 3, 920 4 Dn idends and interest from securities 14 30, 628, 478. 5 Ne rental income or (loss ) from real estate a Debt-financed property , , , , , , , , , , b Not debt - financed property , , , , , , , , 16 -1,437,636. 6 Net rental income or (loss ) from personal property 7 Ot h er investment income 14 1 4 4 , 656, 024 . 8 Gai n or (loss ) from sales of assets other than inventory 18 35,425,262. 9 Ne t income or ( loss) from special events 10 Gr o ss profit or ( loss) from sales of inventory . 11 Ot h er revenue a b ATCH 19 -530,021. 706,603. c d e 12 SubtotalSu Add columns (b), (d), and (e) 208,7 46,027. 1 706, 603. 13 209 ,452,630 13 Total . Add line 12, columns ( b), (d), and ( e) ...... , (See worksheet in line 13 instructions to verify calculations ) - Relationship of Activities to the Accomplishment of Exempt Purposes
Line No. Explain below how each activity for which income is reported in column (e) of Part XVI -A contributed importantly to the y accomplishment of the foundation ' s exempt purposes (other than by providing funds for such purposes ) (See instructions
11B THE FOUNDATION RECEIVED MONIES FROM OTHER CHARITABLE ORGANIZATIONS UNDER AN AGREEMENT TO REGRANT THESE MONIES TO THIRD PARTY GRANTEES FOR CHARITABLE PURPOSES CONSISTENT WITH THE FOUNDATION'S OWN GRANTMAKING OBJECTIVES.
Form UtOU-V11(2014) JSA 4 E 1492 1 000 • •
Form 990-Pr (2014) Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes N o_ in section 501(c) of the Code (other than section 501(c )(3) organizations ) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash ...... X (2) Other assets ...... 1a 2 X b Other transactions (1) Sales of assets to a noncharitable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1b(J___ X (2) Purchases of assets from a noncharitabie exempt organization, , , , , , , , , , , , , , , , , , , , , , , , , , 1b z X (3) Rental of facilities, equipment , or other assets , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 b ( 3 ) X (4) Reimbursement arrangements , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1b 4 X (5) Loans or loan g u a ra nte e s , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , I X (6) Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , , , , 1b ( 6 ) X c Sharing of facilities, equipment , mailing lists, other assets , or paid employees , , , , , , , , , , , , , , , I x d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the goods , other assets , or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement , show in column ( d) the value of the go ods, other assets , or services received ( a) Llne no (b) Amount Involved (c) Name of n oncharita ble exempt organization (d) Description of transfers , transactions , and sharing arrangements 1]3(3) 190,059 GENESEE REGIONAL COC RENTAL OF OFFICE SPACE
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501 ( c) of the Code ( other than section 501 (c)(3)) or in section 527? , , , , , , , , , , , , , q Yes No b If "Yes " romnlete the follnwino srhedtde (a) Nome of organization (b) Typo of organization (c) Description of relationship
Under penalties of prrrury, t dr NN that I have enamarad this return, including Accompanying schedules and statements . And to the bast of my knowledge and belief, r1 Is true cat: ct, and complete Du,iarat r of proparer (Dlher Ihan taxpayer ) Is based on 311 1 matron of which preparer has a knowledge
Sign n /v/j 7 - ' V/ e, t•t_ Mny the IRS decuss Pun rulurn i ^/( L• 74')_ ^/ ^ C ^ w with Iho DruDarcr shown bulow
4E14 38-1211227 Mott Foundation Building STATEMENT 23 Form 990-PF, Part I, Line 19 and Part II, Line 11 For year ending 12/31/2014
Net • Account Description Cost Basis Accumulated Depreciation Investment Depreciation Current Year Income
Mott Foundation Building Mott Foundation Building $ 381,696 $ 381,696 $ - $ - Commerce Center Building 1,116,950 357,424 22,339 14,744
Building Assets - 10-year 448,798 388,719 18,489 10,169 Building Assets - 10-year -CCB 20,618 9,705 185 122
Building Assets - 20-year 3,731,837 2,076,612 118,840 65,362 Building Assets - 20-year - CCB 1,262,227 1,007,282 63,111 41,653
Leasehold Improvements 2,190,031 1,727,182 29,482 16,215 Leasehold Improvements - CCB 523,012 458,452 36,814 24,297
Work In Process 5,809 Land 397,852 • Less: Disallowed Rental Losses (70,695) Totals $ 10,078,830 $ 6,407,072 $ 289,260 $ 101,867 Charles Stewart Mott cation • 38-1211227 STATEMENT 24 Form 990-PF, Part VIII - Information About Officers, Directors, Trustees, Foundation Managers, and Highly Paid Employees For the Year Ended December 31, 2014
(d ) Contributions (e) Expense (a & b) Name, Address , Title, to Employee Account or Time Devoted to Position - see page 5 ( c) Compensation Benefit Plans (1) Allowance
Line I - Officers, Directors, Trustees, Foundation Managers, and their Compensation
William S White, Chairman , President & CEO Full-time ( 3) $528,000 $244,958 $0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Jay C Flaherty, Vice President and Chief Investment Officer, Full-time (2) 627,058 105,233 0 C S Mott Foundation 201 W Big Beaver Road, Suite 900 Troy, Michigan 48084
Phillip H Peters, Group Vice President - Administration & Secretary/Treasurer, Full-time 391,592 113,270 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Mary A Gailbreath, Director of Grants Administration & Assistant Treasurer & Assistant Secretary, Full-time 210,000 45,498 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Neal R Hegarty, Vice President - Programs Full-time 330,000 43,748 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Ridgway H. White, Vice President - Special Projects Full-time 238,927 37,005 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Kathryn Thomas, Vice President - Communications Full-time 241,250 14,684 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Page 1 Charles Stewart Mott cation • 38-1211227 STATEMENT 24 Form 990-PF, Part VIII - Information About Officers, Directors, Trustees, Foundation Managers, and Highly Paid Employees For the Year Ended December 31, 2014
(d) Contributions (e) Expense (a & b) Name, Address, Title, to Employee Account or Time Devoted to Position - see page 5 (c) Compensation Benefit Plans (1) Allowance
Gavin T Clabaugh, Vice President - Information Systems Full-time $262,591 $58,002 $0 C S. Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
A Marshall Acuff, Jr , Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Lizabeth Ardisana, Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Frederick S. Kirkpatrick, Vice-Chairman/Trustee 0 0 0 Part-time, C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Tiffany W Lovett, Trustee, Part-time 0 0 0 C.S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Webb F Martin, Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Olivia P. Maynard, Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
John Morning, Trustee, Part-time 0 0 0 C S. Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Maryanne Mott, Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Page 2 Charles Stewart Mott 0ation • 38-1211227 STATEMENT 24 Form 990-PF, Part VIII - Information About Officers , Directors, Trustees, Foundation Managers, and Highly Paid Employees For the Year Ended December 31, 2014
(d ) Contributions (e ) Expense (a & b) Name, Address, Title, to Employee Account or Time Devoted to Position - see page 5 (c) Compensation Benefit Plans (1) Allowance
Dr Charlie Nelms, Trustee, Part-time $0 $0 $0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Dr. Douglas X. Patino, Trustee, Part-time 0 0 0 C.S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
William H. Piper, Trustee, Part-time 0 0 0 C.S. Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Marise M M. Stewart, Trustee, Part-time 0 0 0 C S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Claire M White, Trustee, Part-time 0 0 0 C.S Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Total $2,829,418 $662,398 $0
Page 3 Charles Stewart Mott Oation • 38-121 1227 STATEMENT 24 Form 990-PF, Part VIII - Information About Officers, Directors, Trustees, Foundation Managers, and Highly Paid Employees For the Year Ended December 31, 2014
(d) Contributions (e) Expense (a & b) Name, Address, Title, to Employee Account or Time Devoted to Position - see page 5 (c) Compensation Benefit Plans (1) Allowance
Line 2 - Compensation of the Five Highest-Paid Employees
Shannon Lawder Civil Society Program Director, Full-time $192,294 $46,377 $0 C.S. Mott Foundation 503 South Saginaw Street , Suite 1200 Flint, Michigan 48502
Karen Aldridge-Eason Foundation Liaison , Full-time 203,930 60,501 0 C.S. Mott Foundation 503 South Saginaw Street, Suite 1200 Flint, Michigan 48502
Cheryl Garneau (2) Investment Manager, Full-time 312,793 59,198 0 C.S_ Mott Foundation 201 W Big Beaver Road , Suite 900 Troy, Michigan 48084
Stephen Vessells (2) Investment Manager, Full-time 418,712 102,423 0 C S Mott Foundation 201 W Big Beaver Road, Suite 900 Troy, Michigan 48084
Ken Austin (2) Investment Manager , Full-time 223,982 55,399 0 C.S Mott Foundation 201 W. Big Beaver Road, Suite 900 Troy, Michigan 48084
Total $1,351,711 $323,898 $0
Page 4 Charles Stewart Mott Asation • 38-121 1227 STATEMENT 24 Form 990 -PF, Part VIII - Information About Officers, Directors , Trustees , Foundation Managers, and Highly Paid Employees For the Year Ended December 31, 2014
(d) Contributions (e) Expense (a & b) Name, Address, Title, to Employee Account or Time Devoted to Position - see page 5 (c) Compensation Benefit Plans (1) Allowance
Full-time Employees generally work a minimum 35 hours/week. Part-time Trustees attend quarterly meetings and spend additional time at site visits and other activities related to the Foundation
(1) Employee benefit plans include qualified pension, 401(k) employer match, supplemental executive retirement plan (SERF), health, life and disability insurance. The SERP was established in 1995 to restore pension benefits lost due to statutory limitations imposed by the 1993 Omnibus Budget Reconciliation Act.
(2) Column (c) compensation for the CIO and investment managers includes both previously reported incentive awards earned and accrued in prior years and paid out in the 2014 taxable year, as well as incentive awards earned, accrued and paid out in the 2014 taxable year Column (d) contributions to employee benefit plans include incentive awards earned and accrued in the 2014 taxable year that will not be paid out until future years.
(3) Mr. White's benefits include a $227,240 pension plan accrual The pension benefit is projected based on an actuarial calculation that is affected by interest rate fluctuations
Page 5 RESTATED ARTICLES OF INCORPORATION OF CHARLES STEWART MOTT FOUNDATION (A Michigan Trustee Corporation)
Pursuant to the provisions ofAct 162, Public Acts of 1982, the undersigned corporation executes thefollowing Restated Articles:
I . The present name of the corporation is: Charles Stewart Mott Foundation.
2. The identification number assigned by the Bureau is: 710094.
3. There are no former names of the corporation.
4. The date of filing the original Articles of Incorporation was December 28, 1926.
The following Restated Articles ofIncorporation supersede the Articles ofIncorporation as amended, and shall be the Articles ofIncorporation for the corporation:
ARTICLE I
The name assumed by this corporation and by which it shall be known in law is the
CHARLES STEWART MOTT FOUNDATION.
ARTICLE II
The corporation was formed pursuant to the provisions of Section 3 of Chapter 1 of Part I of Act No. 84 of the Public Acts of 1921 and now operates pursuant to the provisions of Sections
148 - 156 of Act No. 327 of the Public Acts of 1931 and the Michigan Nonprofit Corporation
Act, Act No. 162 of the Public Acts of 1982, as amended.
ARTICLE III
The purposes of the corporation are as follows:
To receive, manage, collect, hold, invest and reinvest property, assets and income conveyed, assigned, transferred or given to the Trustees, and their successors in office, under a written Trust Instrument made by Charles Stewart Mott on June 19, 1926 and amended on
1-5 01/01/14 September 27, 1971 (as amended, the "Trust Instrument"), duly verified copies of which are attached hereto.
To receive, manage, collect, hold, invest and reinvest property, assets, and income which may in the future be conveyed, assigned, transferred or given to the Trustees and their successors in office so long as the purpose for which said property is given is not inconsistent with the powers of the corporation and the laws of the State of Michigan.
The general objects and purposes for which the corporation is formed are to collect, receive and maintain a fund or funds and apply the income thereof, in whole or in part, primarily in Michigan or any other of the United States of America, to the following general charitable purposes, viz:
(a) For the relief of poverty and distress. (b) For the advancement of education. (c) For the advancement of religion. (d) For other purposes benevolent, charitable and beneficial to the community and the public welfare.
It shall be within the purposes of the corporation to use any lawful means to that end and which from time to time shall seem expedient, including research and publication as well as the establishment of benevolent activities and agencies.
All of the foregoing purposes shall be exercised conformably to Article IV hereof.
ARTICLE IV
A. It shall be within the powers of the corporation in carrying out the general charitable purposes defined in subparagraphs a, b, c and d of the preceding Article, but not in limitation of the charitable purposes therein expressed, to apply and distribute the income of the corporation, or any part thereof, in the following manner:
1-6 01/01/14 1. Among such educational, religious, charitable and public welfare institutions, persons, or objects, in such amounts, upon such terms and for such purposes as the Trustees may decide to be worthy, having regard, but in their sole discretion, to such as Charles Stewart Mott shall have been interested in during his lifetime.
2. To provide shelter, necessities of life, education (general or specific) and such other financial aid as may seem to the Trustees of the corporation fitting and proper, to such institutions, objects, persons and charitable purposes as the Trustees shall select and as they shall decide to be worthy and will do the most real good, having regard, but in their sole discretion, to such as Charles Stewart Mott shall have been interested in during his lifetime.
B. The corporation shall have the power to take and hold, by bequest, devise, gift,
purchase or lease, either absolutely or in trust, for any of its purposes, any property, real or
personal , without limitation as to amount or value, except such limitations if any, as the
legislature shall hereafter enact; to convey such property and to invest and reinvest principal and
deal with and expend the income of the corporation in such manner, conformably with paragraph
E of this Article and Article XII, as in the judgment of the Trustees will best promote its objects;
' and to carry out and perform all and every act and thing necessary or requisite to be done or
performed in the execution of the Trust Instrument.
C. The Trustees shall not be responsible as unincorporated trustees for the reason the
Trust Instrument provides otherwise.
D. The corporation is authorized and empowered to consent to and participate in any
changes in capital structure, exchange of securities, liquidation, partial liquidation,
reorganization , split-up, spin-off, dissolution, merger, consolidation or the like in respect to any
other corporation or entity, securities of or interests in which it now holds or may hereafter
acquire, and to exercise or sell any rights issued on any such securities or interests, and to receive
and retain any assets accruing on account of the foregoing or on account of any stock dividends.
1-7 01/01/14 E. The corporation shall invest its funds as follows:
(1) All investments shall conform to the requirements of section 4944 of the
Internal Revenue Code, and the corporation shall not make any investment in such manner as to incur tax liability thereunder.
(2) Subject to clause (1) above, (i) the corporation shall invest in such property, real or personal, in which an ordinarily prudent man of intelligence and integrity, who is a trustee of the moneys of others, would invest in the exercise of reasonable care, judgment and diligence under the conditions existing at the time of the investment, having due regard for the character of the particular property, provided, that this shall not require the corporation to dispose of any investment held by the corporation at the time of the death of Charles Stewart Mott; and (ii) the corporation may retain any property that may be given to it at any time by will , gift or otherwise, by any person, in the same form of investment as that in which it is received by the corporation, although such property may not be of the character of investments permitted by law to trustees.
ARTICLE V
The registered office of the corporation is located at, and its mailing address is, 503 S.
Saginaw Street, Suite 1200, Flint, Michigan 48502. The resident agent of the corporation is
Phillip H. Peters, located at the same address.
ARTICLE VI
A. The corporation is organized on a nonstock , membership basis.
B. The nature and value of the trust property conveyed to the Trustees in 1926 under the Trust Instrument to be owned and controlled by the corporation is as follows:
Personal property: 2,000 shares General Motors Corporation Common Stock. r Real property. none.
1-8 01/01/14 ------...- - - ___W 0
As of December 31, 2012, the fair market value of all real and personal property of the corporation was $2,301 ,140,574.
C. The corporation is to be financed under the following general plan: income from the investment of its funds, and other sources that may be available.
ARTICLE VII
A. The Board of Trustees shall consist of not less than nine persons, as determined from time to time by the Members. None of such Trustees needs to be a Member. The Members shall elect the Trustees in the manner prescribed in the By-laws of the corporation . A Trustee may be removed, with or without cause, at any meeting of the Members by the affirmative vote of not less than three-quarters (3/4) of the then Members.
B. The corporation shall have officers corresponding to those prescribed for corporations generally. The Trustees shall elect and remove the officers in the manner prescribed in the By-laws of the corporation.
C. Only the Members of the corporation may adopt or amend the By-laws of the corporation, provided that the Members shall not make or alter any By- law in a manner inconsistent with these Articles of Incorporation. In addition , the Trustees of the corporation may recommend to the Members the adoption or amendment of any By-law.
D. The Trustees and the Members of the corporation shall in no case have any personal interest in or title to any property of the corporation, nor derive any personal benefit from the principal or income thereof; provided, however, that such sums may from time to time be paid to the officers as shall be deemed necessary by the Trustees as compensation for their services and by way of reimbursement for necessary and actual expenses incurred in the management of such property, or in the performance of their duties as officers.
1-9 01/01/14 E. The corporation shall have all the rights, powers, privileges and immunities conferred by law upon general Michigan nonprofit corporations excepting as limited in the Trust
Instrument or by the provisions of law applicable to trustee corporations.
ARTICLE VIII
The Members of the corporation shall be the individuals named under the Trust Instrument
(for as long as they are surviving and willing to serve), and such other persons who have been or may from time to time be elected by the affirmative vote of not less than three-quarters (314) of the then Members.
ARTICLE IX
The term of the corporation is perpetual.
ARTICLE X
The names, residences and terms of office of the Trustees are on file with the Secretary of the corporation.
ARTICLE XI
In the event of dissolution of the corporation, its net assets shall be distributed by the then
Trustees in such a manner as not to incur a penalty under section 507 of the Internal Revenue
Code to or for the use of such corporations, trusts, or community chests, funds or foundations, contributions to which qualify as a charitable contribution under section 170(c)(2) of the Internal
Revenue Code.
1-10 01/01/14 ARTICLE XII
Any other provisions of these Articles of Incorporation notwithstanding:
(1) The corporation shall distribute its income for each taxable year at such time
and in such manner as not to become subject to the tax on undistributed income imposed by
section 4942 of the Internal Revenue Code;
(2) The Trustees shall not engage in any act which would result in the imposition
of a tax under section 4941 of the Internal Revenue Code; nor retain any excess business
holdings as defined in section 4943(c) of the Internal Revenue Code; nor make any taxable
expenditures as defined in section 4945(d) of the Internal Revenue Code; and
(3) The corporation shall be operated exclusively for religious, charitable,
scientific, literary or educational purposes, or for the prevention of cruelty to children or animals; '1% no substantial part of its activity shall be carrying on propaganda or otherwise attempting to
influence legislation; the corporation shall not participate in, or intervene in (including the
publishing or distributing of statements), any political campaign on behalf of any candidate for
public office; and no part of the net earnings of the corporation shall inure to the benefit of any
private shareholder or individual; all within the meaning of section 501(c)(3) of the Internal
Revenue Code.
ARTICLE XIII
A. No volunteer Trustee or volunteer officer shall be personally liable to the
corporation or its Members for monetary damages for a breach of the Trustee's or officer's
fiduciary duty. However, this provision shall not eliminate or limit the liability of a volunteer
Trustee or officer for any of the following: (1) a breach of the Trustee's or officer's duty of
loyalty to the corporation or its Members; (2) acts or omissions not in good faith or that involve
I-11 OI/01J14 intentional misconduct or a knowing violation of law; (3) a violation of section 551(1) of the
Michigan Nonprofit Corporation Act; (4) a transaction from which the Trustee or officer derived an improper personal benefit; (5) an act or omission occurring before this provision was first effective with respect to the Trustee or officer; or (6) an act or omission that is grossly negligent.
B. The corporation shall assume all liability to any person other than the corporation or its Members for all acts or omissions of a volunteer Trustee occurring on or after the effective date of this provision incurred in the good faith performance of his or her duties as a Trustee, other than liability for excise taxes imposed under chapter 42 of the Internal Revenue Code and liability resulting from claims arising under state law for mismanagement of the corporation's assets.
C. The corporation shall assume all liability for all acts or omissions of a volunteer
Trustee, volunteer officer, or other volunteer occurring on or after the effective date of this provision if all of the following are met: (1) the volunteer was acting or reasonably believed he or she was acting within the scope of his or her authority; (2) the volunteer was acting in good faith;
(3) the volunteer's conduct did not amount to gross negligence or willful and wanton misconduct; (4) the volunteer's conduct was not an intentional tort; and (5) the volunteer's conduct was not a tort arising out of the ownership, maintenance, or use of a motor vehicle for
which tort liability may be imposed as provided in section 3135 of the Insurance Code of 1956,
Act No. 218 of the Public Acts of 1956, being section 500.3135 of the Michigan Compiled Laws.
D. If the liability of a volunteer Trustee or volunteer officer might be limited or
eliminated under more than one provision of this Article, then the provisions shall be construed
to offer the maximum protection to the Trustee or officer.
1-12 01/01/14 E. If the Michigan Nonprofit Corporation Act is amended after the filing of these
Articles of Incorporation to authorize the further elimination or limitation of the liability of directors, officers, or other volunteers of nonprofit corporations, then the liability of the corporation's Trustees, officers, and other volunteers, in addition to the limitation, elimination, and assumption of personal liability contained in this Article, will be assumed by the corporation or eliminated or limited to the fullest extent permitted by the Act as so amended. No amendment or repeal of this Article will have any effect on the liability or alleged liability of any such person for any acts or omissions occurring prior to the effective date of any such amendment or repeal.
F. Notwithstanding any provision of this Article, the corporation shall not assume any liability to the extent the assumption is inconsistent with the status of the corporation as an organization described in section 501(c)(3) of the Internal Revenue Code.
ARTICLE XIV
All references in these Articles of Incorporation to the "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended, and shall be deemed to include the corresponding sections of any future federal tax code.
**4
These Restated Articles of Incorporation were duly adopted on the 2'd day of December, 2013, in accordance with the provisions of Section 642 of the Michigan Nonprofit Corporation Act. These Restated Articles of Incorporation restate, integrate and do further amend the provisions of the Articles of Incorporation, and were duly adopted by the Members of the corporation. The necessary number of votes were cast in favor of these Restated Articles of Incorporation.
Signed this day of D cember, 2013
By. William S . Whit .President and CFiairman
1-13 1/1/14 CHARLES STEWART MOTT FOUNDATION
BY-LAWS
(As Amended and Restated by the Members on December 2, 2013)
1. MEMBERS
1.1 Annual Meeting. The annual meeting of the Members of the Foundation shall be
held each year at a time and place within or without the State of Michigan designated by the
President after consultation with the Members, or if there be no such designation, at the
registered office of the Foundation in Michigan, on the 1st day of December at 10:00 A.M.,
Eastern Standard Time, for the purpose of electing Trustees and transacting such other business
of the Foundation as may be brought before the meeting.
N 1.2 Special Meetings. A special meeting of the Members shall be called by the
Secretary whenever directed to do so by the Chairman, by the Vice Chairman, by the President,
by a resolution of the Board of Trustees, or by written request signed by not less than one-third
of the then Members and filed with the Secretary.
1.3 Notice of Meetings . Not less than ten ( 10) nor more than sixty (60) days before
the date of an annual or any special meeting, written notice of the time, place and purpose of
such meeting shall be given to the Members. The notice shall also include a description of the
means of remote communication (to be determined by the Chairman) by which a Member may
participate in the meeting. However, any meeting of the Members may be held without notice, at
any place, at any time, by unanimous consent of all the Members, whether or not all Members
are present at the meeting. This consent may be given at, before or after the meeting in writing
or by electronic transmission, to be recorded in the minute book.
1-14 1/1114 1.4 Voting by Members. Each Member shall be entitled, in person or by proxy, to attend and vote at all meetings of the Members. A vote may be cast orally or in writing. Unless a greater vote is required by these By-laws, the Articles of Incorporation or applicable law, the
Members shall act by a majority of the votes cast by the Members at a meeting at which there is a quorum. No proxy shall be deemed operative unless and until signed by the Member and filed with the Secretary. A proxy is not valid after the expiration of one (1) year from its date unless a shorter period is stated in the proxy. All questions regarding the qualification of voters, the validity of proxies, and the acceptance or rejection of votes shall be decided by the presiding officer of the meeting.
1.5 Action by Written Consent . Any action which is required to be taken, or which might be taken, at a meeting of the Members may be taken without a meeting, without prior notice, and without a vote, if a consent in writing (or given by electronic transmission in accordance with the Michigan Nonprofit Corporation Act), setting forth the action so taken, shall be signed by all the Members entitled to vote with respect to the subject matter thereof. Such consent shall have the same effect as a unanimous vote of the Members.
1.6 Quorum . A majority of the Members of the Foundation, present in person or represented by proxy, shall constitute a quorum at any meeting of the Members. If a quorum shall be initially present, a majority of the Members present in person or represented by proxy at such meeting may continue to act until adjournment on any matter which was on the agenda for the meeting while a quorum was present, notwithstanding the withdrawal of enough Members to leave less than a quorum. If, however, a quorum shall not be initially present at any meeting of the Members, a majority of the Members present and entitled to vote thereat shall nevertheless have the power to adjourn the meeting to another time or place, provided that at least twenty-four
1-15 1/1/14 (24) hours written or oral notice of the adjourned meeting is given personally, by telephone, or by electronic transmission, or five (5) days written notice of the adjourned meeting is given by mail, to each Member entitled to vote at the meeting. At such adjourned meeting at which a quorum shall be present or represented, the only business that may be transacted is that which might have been transacted at the meeting as originally notified, unless the Members are notified of the meeting in accordance with section 1.3.
1.7 Participation in Meetings . Members may participate in a meeting of the Members by means of conference telephone or other means of remote communication equipment by which all persons participating in the meeting can hear each other, provided that all participants in the meeting are advised of the use of such equipment and that the names of all participants in the meeting are disclosed to all the participants. Participation in a meeting pursuant to this section shall constitute presence in person at a meeting of the Members.
1.8 Presiding Officer. At each meeting of the Members, the Chairman of the Board of Trustees shall preside, if the Chairman is also a Member and is present at the meeting; otherwise, the Members present shall appoint a chairman from amongst themselves . At each such meeting the Members shall designate a person , who need not be a Member, to act as secretary of the meeting.
1.9 New Members: Vacancies . Additional Members may be admitted to the
Foundation at any meeting of the Members by the affirmative vote of not less than three-quarters
(3/4) of the then Members. Such vote shall be recorded in the minutes of the meeting. In the event the number of Members shall become fewer than five, the remaining Members shall, as soon as practicable, meet and designate, by the vote of a majority of the then Members, an
1-16 1/1/14 -0
additional Member or Members, so that the Membership of the Foundation shall not be fewer .. , than five. In the event that, by death, resignation, or otherwise, it occurs that there are no
Members of the Foundation, the Board of Trustees shall, as soon as practicable, meet and designate, by the affirmative vote of not less than three-quarters (314) of the then Trustees, five persons who shall be the Members of the Foundation.
1.10 Removal . Subject to the Articles of Incorporation, a Member may be removed, with or without cause, at any meeting of the Members by the affirmative vote of not less than three-quarters (3/4) of the then Members . Such vote shall be recorded in the minutes of the meeting.
1.11 Resignation . A Member may resign by written notice to the Foundation. The resignation is effective upon its receipt by the Chairman or Secretary of the Foundation or at a subsequent time as set forth in the notice of resignation. The recipient of the resignation notice shall promptly forward a copy of the resignation to the remaining Members.
2. TRUSTEES
2.1 Election; Term of Office. The affairs of the Foundation shall be managed and
controlled by a Board of Trustees, the number of Trustees to be fixed in the Articles of
Incorporation. The number of Trustees which shall constitute the whole Board shall be divided
into three (3) classes, such classes to be as nearly equal in number as possible. At each annual
meeting of the Members, such number of Trustees as comprises one class shall be elected by the
Members to hold office for a term of three (3) years and thereafter until their successors shall be
elected and qualified. To even out the classes, the Members may also elect Trustees to shorter
1-17 1/1/14 terns or different classes at the annual meeting. The names, residences, and terms of office of
the Trustees are on file with the Secretary.
2.2 Annual Meeting. As soon as practicable after the annual meeting of Members,
the Board of Trustees as constituted upon final adjournment of such annual meeting shall
convene its annual meeting for the purpose of electing officers and transacting any other business
properly brought before it.
2.3 Regular Meetings . Regular meetings of the Board of Trustees shall be held at
such times and places as the Board shall by resolution from time to time direct. At least ten (10)
days written notice by mail, or twenty-four (24) hours oral or written notice either personally, by
telephone, or by electronic transmission, of the time and place of a regular meeting shall be given
to the Trustees; provided that no notice of a regular meeting shall be necessary if notice of the
resolution fixing the times and places of regular meetings was given to Trustees who were not
present at the time such resolution was adopted. Any notice given of a regular meeting need not
specify the business to be transacted or the purpose of the meeting.
2.4 Special Meetings. Special meetings of the Board of Trustees shall be called at
any time by the Secretary whenever he or she shall be directed to do so by the Chairman, by the
Vice Chairman, by the President, by a resolution of the Board, or by the written request of one-
third (1/3) of the Trustees and filed with the Secretary. At least two (2) days written notice by
mail, or twenty-four (24) hours oral or written notice either personally, by telephone, or by
electronic transmission, of the time, place, and purpose of special meetings shall be given to the
Trustees, unless all of the Trustees shall consent to a shorter notice period.
I
1-18 1/1/14 2.5 Voting. Each Trustee shall be entitled to attend and vote in person at all meetings } of the Trustees. A vote may be cast orally or in writing. Unless a greater vote is required by these By-laws, the Articles of Incorporation or applicable law, the vote of a majority of the
Trustees present at a meeting at which there is a quorum constitutes the action of the Board of
Trustees. A Trustee that abstains from voting on any matter shall still be counted in determining whether a quorum is present and whether the requisite vote is obtained. Trustees may not vote by proxy.
2.6 Action by Written Consent . Any action required or permitted to be taken at any meeting of the Board of Trustees may be taken without a meeting, if, before or after the action, all members of the Board consent thereto in writing or by electronic transmission . The written consents shall be filed with the minutes of proceedings of the Board. Such consents shall have the same effect as a vote of the Board for all purposes.
2.7 Quorum. A majority of the Trustees then in office shall constitute a quorum for the transaction of business. A majority of those Trustees present at a legally called meeting may adjourn the meeting to another date whether or not a quorum is present, provided that at least twenty-four (24) hours oral or written notice personally, by telephone, or by electronic transmission, or two (2) days written notice by mail, of the adjourned meeting shall be given to each Trustee entitled to vote at the meeting. If a quorum shall be initially present at a meeting, then, notwithstanding the withdrawal of enough Trustees to leave less than a majority of the then
Trustees remaining, the remaining Trustees shall constitute a quorum and a majority of the
Trustees present may continue to act until adjournment on any matter which was initially on the agenda for the meeting, provided that at least one-third of the then Trustees are present. (\
1-19 1/1/14 2.8 Participation in Meetings . If approved by the Chairman on a meeting by meeting
basis, a Trustee may participate in a meeting of the Board of Trustees by means of conference
telephone or other means of remote communication equipment by which all persons participating
in the meeting can communicate with each other. Participation in a meeting pursuant to this
section shall constitute presence in person at the meeting.
2.9 Vacancies. The Members shall be promptly notified in writing of any vacancies
on the Board of Trustees. As soon as reasonably practicable following notification of such vacancy, the Members shall fill such vacancy. However, if the vacancy does not cause the number of Trustees then serving to fall below the minimum number of Trustees fixed in the
Articles of Incorporation, then the Members are not obligated to fill such vacancy and may instead reduce the size of the Board of Trustees. The Members shall be deemed to have reduced the size of the Board of Trustees if the Members fail to fill a vacancy by the end of the first meeting of the Members that follows the Members' receipt of notification of the vacancy. If the
Members fail to fill any vacancy within ninety (90) days after receiving notification of the vacancy and if the vacancy causes the number of Trustees to fall below the minimum number required by Michigan law, then the vacancy may be filled by the vote of not less than three- quarters (3/4) of the Trustees then in office. A Trustee elected to fill a vacancy shall hold office for the unexpired portion of the term of the replaced Trustee and until his or her successor is duly elected and qualified, or until his or her earlier resignation or removal.
2.10 Resi ation . A Trustee may resign by written notice to the Foundation. The resignation is effective upon its receipt by the Chairman or Secretary of the Foundation or at a subsequent time as set forth in the notice of resignation. The recipient of the resignation notice shall promptly forward a copy of the resignation to the Members.
1-20 1/1/14 2.11 Conflicts of Interest.
(a) Except with respect to master resolutions, whenever the Board of Trustees is considering a grant, appropriation, investment, or other matter involving a charity or other organization in which a Trustee is a member, director, trustee, officer, or employee, the Trustee concerned shall temporarily withdraw from the meeting (remaining on call in the immediate vicinity) so that the matter may be discussed and acted upon in his or her absence.
(b) Whenever the Board of Trustees is considering a grant, appropriation, investment, or other matter involving a charity or other organization in which a Trustee otherwise has a special interest or responsibility, or might be perceived as having the same, the
Trustee shall disclose the facts to the Board. At the discretion of the Trustee concerned, or upon order of the Chairman of the meeting, or a majority vote of the other Trustees present, the
Trustee concerned shall temporarily withdraw from the meeting (remaining on call in the immediate vicinity) so that the matter may be discussed and acted upon in his or her absence.
(c) Master resolutions (that is, resolutions authorizing the making of grants to a number of grantees) pose a special conflict of interest problem. When a Trustee has a conflict or possible conflict of interest with respect to a grantee named in a master resolution, the Trustee shall announce the fact of such conflict prior to voting on the master resolution, and the Trustee's vote shall be recorded as having abstained as to such grantee. A Trustee need not withdraw from the meeting because of a conflict or possible conflict of interest with respect to a grantee named in a master resolution.
(d) A Trustee's temporary withdrawal under this section shall have no effect on the presence of a quorum.
1-21 I/1/14 2.12 Trustee Emeritus . The Members may elect one or more former Trustees as a
Trustee Emeritus. The position of Trustee Emeritus is an honorary position reserved for individuals who retire after a considerable length of service on the Board of Trustees. A Trustee
Emeritus may receive Board materials if attending a Board meeting and will have such rights, privileges and responsibilities as determined by the Members from time to time; provided, however, that a Trustee Emeritus shall not have the power to vote on actions being taken by the
Trustees. A Trustee Emeritus will serve for the term of years for which he or she is elected, or until his or her earlier resignation or removal in accordance with the procedures applicable to
Trustees.
3. NOTICES
3.1 Methods of Delivery of Written Notice . Whenever any governing statute, the
Articles of Incorporation, or these By-laws require written notice to be given to any Member or
Trustee, it may be given personally, by mail or by electronic transmission. If mailed, the notice shall be signed by the Secretary, deposited in the United States mail in a sealed envelope addressed to such Member or Trustee at such address last appearing in the records of the
Foundation, with first class postage fully prepaid, and such notice shall be deemed to be given at the time when the same shall be thus mailed. If the notice is transmitted electronically, it shall be deemed given when electronically transmitted to the person entitled to notice in a manner authorized by the person.
3.2 Electronic Transmission . An electronic transmission, as defined in the Michigan
Nonprofit Corporation Act, includes, without limitation, an email or facsimile. Any notice given
I-22 1/1/14 to a Member or Trustee by a form of electronic transmission to which the Member or Trustee has consented or authorized is effective.
3.3 Waiver of Notice.
(a) Any Member or Trustee may waive any notice required to be given under these
By-laws and such waiver may be made in any manner, either before or after the meeting or other action for which notice is required ; but a waiver in writing, or by electronic transmission, and recorded in the minute book, shall be deemed to be a sufficient waiver. Neither the business to be transacted at, nor the purpose of, any regular or special meeting of the Trustees or a
Committee of the Board need be specified in any written waiver of notice.
(b) Attendance of a person at a meeting (including, in the case of a Member, attendance by proxy) constitutes a waiver of notice of the meeting except where a person attending a meeting expressly objects at the beginning of the meeting to the transaction of any business because the meeting was not lawfully called or convened.
4. COMMITTEES
4.1 Board Committees. The Board of Trustees may, by resolution, designate one (1) or more Committees of the Board, each such Committee to consist of one (1) or more of the
Trustees of the Foundation. The Board may designate one (1) or more Trustees as alternate members of any such Committee, who may replace any absent or disqualified member at any meeting of the Committee. In the absence or disqualification of any member of such Committee, the members thereof present at any meeting and not disqualified from voting, whether or not they constitute a quorum, may unanimously appoint another Trustee to act at the meeting in place of such absent or disqualified member. Any such Committee, to the extent provided in the
1-23 1/1/14 resolution of the Board, shall have and may exercise the powers of the Board of Trustees in the management of the business and affairs of the Foundation within the area committed to it; provided, however, such a Committee shall not have power or authority to:
(a) amend the Articles of Incorporation,
(b) adopt an agreement of merger or consolidation,
(c) recommend to Members the sale, lease, or exchange of all or substantially all of the Foundation 's property and assets,
(d) recommend to Members a dissolution of the Foundation or a revocation of a dissolution,
(e) amend the By-laws of the Foundation,
(f) fill vacancies in the Board of Trustees, or
(g) fix compensation of the Trustees for serving on the Board or on a Committee.
Such Committee or Committees shall have such name or names as may be determined from time to time by resolution adopted by the Board of Trustees. A Committee of the Board, and each member thereof, shall serve at the pleasure of the Board. The rules set forth in sections 2.3
(regular meetings), 2.5 (voting), 2.6 (action by written consent), 2.7 (quorum), 2.8 (participation in meetings), 2.11 (conflicts of interest), and Article 3 (notices) shall also apply to meetings of
Committees of the Board. Each Committee of the Board, such as the Executive Committee and the Audit Committee as currently comprised, shall keep regular minutes of its meetings and report the same to the Board of Trustees as required.
1-24 1/1/14 -0 - -
4.2 Advisory Committees. In addition to Committees of the Board, the Board of
Trustees or the President may appoint one (1) or more advisory committees (such as an investment committee) and delegate to them such powers and duties as they may deem appropriate. Advisory committees may be composed entirely of Trustees, partly of Trustees and partly of other persons, or entirely of other persons, as shall seem appropriate.
5. OFFICERS
5.1 Officers. The Board of Trustees shall elect a Chairman of the Board, a Vice
Chairman, a President, one or more Vice Presidents, a Secretary, who shall act as compliance officer, a Treasurer, and such other officers, agents and employees as it may find appropriate.
The same person may occupy, at the same time, more than one such office, as the Board of
Trustees may deem appropriate, except that the same person shall not at the same time be both
President and a Vice President or both Chairman and Vice Chairman. No officer except the
Chairman and Vice Chairman need be a member of the Board. The other officers may, but are not required to be, members of the Board. No officer shall execute, acknowledge or verify any instrument in more than one capacity if the instrument is required to be executed, acknowledged or verified by more than one officer.
5.2 Removal. Any officer, agent or employee may be removed, with or without cause, by the Board of Trustees whenever in the judgment of the Board the interests of the
Foundation will be served thereby.
5.3 Chairman. The Board of Trustees shall elect the Chairman from its membership.
The Chairman shall preside over all meetings of the Board. The Chairman shall perform such other duties and have such other powers as may be delegated to him or her by the Board of
1-25 1/1/14 Trustees. In the absence of the Chairman, the President shall preside over a meeting of the
Board if the President is also a Trustee. In the absence of both the Chairman and President (or
in the Chairman' s absence if the President is not also a Trustee), the Vice Chairman shall preside
over a meeting of the Board.
5.4 Vice Chairman . The Board of Trustees shall elect a Vice Chairman from its membership. The Vice Chairman shall perform such duties and have such powers as may be delegated to him or her by the Board of Trustees.
5.5 President . The President shall be the Chief Executive Officer of the Foundation
(unless another officer is designated Chief Executive Officer by the Board), and shall perform such other duties and have such other powers as may be delegated to him or her by the Board of
Trustees.
5.6 Vice President(s) . Each Vice President shall perform such duties and have such powers as the Board of Trustees shall prescribe.
5.7 Secretary. The Secretary shall attend all meetings of the Board of Trustees and shall act as secretary of such meetings. If the Secretary is absent from any meeting of the Board, the presiding officer of the meeting shall appoint a person, who need not be a Trustee, to act as
Secretary. The Secretary shall preserve in the minute books of the Foundation true minutes of the proceedings of all such meetings and shall safely keep in his or her custody the seal of the
Foundation and shall have the authority to affix the same to all instruments authorized by the
Board of Trustees. The Secretary shall give all notices required by statute or by these By-laws.
The Secretary shall act as compliance officer and shall be responsible for assuring that grants and program related investments made by the Foundation conform to the requirements of sections
1-26 1/1/14 4944 and 4945 of the Internal Revenue Code. The Secretary shall perform such other duties and - -• have such other powers as may be delegated to him or her by the Board of Trustees.
5.8 Treasurer. The Treasurer shall be responsible for the custody of all funds and securities; for the keeping in books belonging to the Foundation of full and accurate accounts of all receipts and disbursements; for depositing all moneys, securities and other valuable effects in the name of the Foundation in such depositories as shall be designated for that purpose by the
Board of Trustees; for disbursing funds as authorized; and for rendering to the President and to the Board of Trustees whenever as requested by them and to the Members annually an account of all of his or her transactions as Treasurer and of the financial condition of the Foundation. The
Treasurer shall perform such other duties and have such other powers as may be prescribed by the Board of Trustees.
5.9 Other Officers . Other officers, agents and employees of the Foundation shall perform such duties and have such powers as may be prescribed by the Board of Trustees. To the extent the powers and duties of the officers are not provided from time to time by resolution or other directive of the Board of Trustees, the officers shall have all powers and shall discharge the duties customarily and usually held and performed by like officers of corporations similar in organization and purpose to this corporation.
5.10 Bond . The Board of Trustees may require any officer, agent or employee of the
Foundation to file with the Foundation a satisfactory bond conditioned on faithful performance of his or her duties.
1-27 1/1/14 6. MISCELLANEOUS
6.1 Compensation . The compensation of officers, agents and employees shall be
fixed by the Board of Trustees or the President. A Member or a Trustee shall serve without
compensation. However, the Board of Trustees, by vote of a majority of Trustees then in office,
and regardless of any personal interest of any of them, may establish reasonable compensation to
persons, including Trustees, for services to the Foundation as a member of an advisory
committee established under section 4.2 above. No compensation shall be paid to a Trustee for
services as a member of a Committee of the Board established under section 4.1 above.
6.2 Signing of Checks. Subject to section 6.1 above, all checks, drafts and orders for
payment of money shall be signed in the name of the Foundation by such officers, agents or
employees and in such manner as the Board of Trustees shall from time to time direct by
resolution. Such resolution need not specify the names of such officers, agents or employees, but
may designate them by their title, office, or position.
6.3 Execution of Contracts . When the execution of any contract, conveyance or other
instrument has been authorized without specification of the executing officers, any one, or more,
of the Chairman, Vice Chairman, the President, any Vice President, the Secretary, or the
Treasurer may execute the same in the name and on behalf of the Foundation and may cause the
corporate seal to be affixed thereto. The Board of Trustees shall have power to designate
specifically the officers and agents who shall have the authority to execute any instrument or
class of instruments on behalf of the Foundation.
6.4 Corporate Seal . The Board of Trustees shall adopt a seal which shall be the
1) common seal of the Foundation and may alter the same from time to time at its pleasure.
1-28 1/1/14 6.5 Indemnification; Insurance. -
(a) To the fullest extent authorized or permitted by the Michigan Nonprofit
Corporation Act, but subject to any other applicable law, the Foundation shall indemnify, and does hereby indemnify, any person, and his or her heirs and legal representatives, who is made or is threatened to be made a party to an action, suit or proceeding, whether civil, criminal, administrative, or investigative, by reason of the fact that such person is or was a Member,
Trustee, officer, employee, or member of a committee of the Foundation. The Foundation may, to the same extent, indemnify any person who is or was an agent of the Foundation or who serves or served in another enterprise at the request of the Foundation.
(b) The Foundation shall have power to purchase and maintain insurance on behalf of any person who is or was a Member, Trustee, officer, employee, committee member or agent of the Foundation, or is or was serving at the request of the Foundation as a Member, Trustee, officer, employee, committee member or agent of another corporation, partnership, joint venture, trust or other enterprise, against any liability asserted against, and incurred by, him or her in any such capacity, or arising out of his or her status as such, whether or not the Foundation would have the power to indemnify him or her against such liability under the provisions of this section.
6.6 Amendment of By-Laws. Only the Members may adopt or amend a By-law, provided that the Members shall not make or alter any By-law in a manner inconsistent with the
Articles of Incorporation . In addition, the Trustees may recommend to the Members the adoption or amendment of any By-law. The By-laws may be amended at any meeting of the
Members, provided that a copy or summary of the proposed amendment is contained in the notice of the meeting; and provided further, that in the absence of such notice the By-laws may j
1-29 I/1/14 be altered by the unanimous written consent of the Members, consistent with the provisions of this section.
6.7 Rules of Conduct. The Board of Trustees may by resolution provide other and further rules for the conduct of the affairs of the Foundation not inconsistent with these By-laws or the Articles of Incorporation.
6.8 Private Foundation Status. Any other provisions of these By-laws notwithstanding:
(a) the Foundation shall be operated exclusively for religious, charitable, scientific, literary or educational purposes, or for the prevention of cruelty to children or animals; no substantial part of its activity shall be carrying on propaganda or otherwise attempting to influence legislation; the Foundation shall not participate in, or intervene in (including the publishing or distributing of statements), any political campaign on behalf of any candidate for public office; and no part of the net earnings of the Foundation shall inure to the benefit of any private shareholder or individual ; all within the meaning of section 501(c)(3) of the Internal
Revenue Code;
(b) the Foundation shall distribute its income for each taxable year at such time and in such manner as not to become subject to the tax on undistributed income imposed by section
4942 of the Internal Revenue Code;
(c) all investments made by the Foundation shall conform to the requirements of section 4944 of the Internal Revenue Code, and the Foundation shall not make any investment in such manner as to incur tax liability thereunder; and
1-30 1/1/14 (d) the Foundation shall not engage in any act which would result in the imposition of a tax under section 4941 of the Internal Revenue Code; or retain any excess business holdings as defined in section 4943(c) of the Internal Revenue Code; or make any taxable expenditures as defined in section 4945(d) of the Internal Revenue Code.
All references in these By-laws to the "Internal Revenue Code" shall mean the Internal Revenue
Code of 1986, as amended, and shall be deemed to include the corresponding sections of any future federal tax code.
1-31 1/1/14 FORM 990-PF - PART IV CAPITAL AINS AND LOSSES FOR TAX ON INVESTMFN NC[)ME
Kind of Property Description Date Date sold D acquired Gross sale Depreciation Cost or FMV Add basis Excess of Gain price less allowed / other as of as of FMV over or exp enses of sale allowable hagis 12/31/69 12/31/69 ad i basis ( loss )
CAPITAL GAINS/LOSSES-SEE ATTACHED DETAIL PROPERTY TYPE SECURITIES 756836722 698434629 58402093
PARTNERSHIPS GAINS/LOSSES-SEE ATTACHED PROPERTY TYPE SECURITIES 82910651 82910651
TOTAL GAIN(L OSS) 141312744
JJA 4 E 1 730 1 000 38-1211227
CHARLES STEWART MOTT FOUNDATION Form 990-PF, Part IV Capital Gains and Losses for Tax on Investment Income For the Year Ended December 31, 2014
Dote: All securities sold or disposed of during the calendar year 2014
Column (a) Description of securities sold Col. (e) Col. (g) Col. (h) Col. (i) Col. (j) Col. (k) Col (1)
Shares or Gain (Loss) Adjusted Excess of Tax Gain Principal Gross Sales Cost or Col. (e) less FMV at Basis at Col. (i) over Col. (h) Amount Description Price Other Basis Col. (g) 12/31/69 12/31/69 Col. (i) less Col. (k)
EQUITIES: various Publicly Traded Stocks $ 195,302,335 $ 160,740,187 $ 34,562,148 $ - $ - $ - $ 34,562,148
various Non-Publicly Traded Equities $ 24,104,208 $ 27,168,931 $ (3,064,723) $ - $ - $ - $ (3,064,723)
various Total Partnership Transactions $ 92,559,719 $ 66,257,740 $ 26,301,979 $ - $ - $ - $ 26,301,979
Total All Equities $ 311,966,262 $ 254,166,858 $ 57,799,404 $ - $ - $ - $ 57,799,404
various FIXED INCOME SECURITIES $ 7,525,687 $ 6,894,622 $ 631,065 $ - $ - $ - $ 631,065
various CASH EQUIVALENTS $ 437,344,773 $ 437,373,149 $ (28,376) $ - $ - $ - $ (28,376)
0 1 TOTAL ALL $ 756,836,722 $ 698,434,629 $ 58,402,093 $ - $ - $ - $ 58,402,093 ATTACHMENT 1
FORM 990PF, PART I - OTHER INCOME
REVENUE AND NET • EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME GAIN/LOSS MISCELLANEOUS PROPERTY -530,021. LIMITED PARTNERSHIPS 144,388,039. 5, 374, 896. MISCELLANEOUS INVESTMENTS 267, 985. 267, 985. REGRANTING FUNDS 706, 603.
TOTALS 144,832,606. 5,642,881.
•
ATTACHMENT 1 ATTACHMENT 2
FORM 990PF, PART I - LEGAL FEES
REVENUE • AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES
FOUNDATION LEGAL FEES 301,000 30,100. 224,798 INVESTMENT LEGAL FEES 30,000. 30,000.
TOTALS 331,000. 60,100. 224,798
•
ATTACHMENT 2 ATTACHMENT 3
FORM 990PF, PART I - ACCOUNTING FEES
REVENUE AND NET ADJUSTED • EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES
FOUNDATION ACCOUNTING FEES 204,688. 20,469. 151,773. INVESTMENT ACCOUNTING FEES 31,220. 31,220. PROGRAMS ACCOUNTING FEES 27,200. 2,720. 24,887
TOTALS 263,108. 54,409. 176, 660.
•
ATTACHMENT 3 ATTACHMENT 4
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
REVENUE AND NET is EXPENSES INVESTMENT CHARITABLE DESCRIPTION PER BOOKS INCOME PURPOSES
FOUNDATION FEES 466, 532. 46,653. 418, 896. BANK FEES 46,480. 46,480. INVESTMENT FEES 2,654,787. 2,654,787. PROGRAMS FEES 145, 654 . 154, 947. COMMUNICATIONS FEES 28, 565. 28, 565
TOTALS 3,342,018. 2,747,920. 602,408.
•
ATTACHMENT 4 ATTACHMENT 5
FORM 990PF, PART I - TAXES
REVENUE • AND EXPENSES CHARITABLE DESCRIPTION PER BOOKS PURPOSES
EXCISE TAX 2,824,152. DEFERRED EXCISE TAX 2,115,078. REAL ESTATE TAX 20,761. 10,927 UBI TAX 55,633.
TOTALS 5,015,624. 10,927.
•
ATTACHMENT 5 ATTACHMENT 6
FORM 990PF, PART I - OTHER EXPENSES
REVENUE • AND NET EXPENSES INVESTMENT CHARITABLE DESCRIPTION PER BOOKS INCOME PURPOSES FURNITURE & EQUIPMENT 246,219. 56,441. 184,906. INSURANCE 194,671. 38,029. 163,665. OFFICE MAINTENANCE 136,733. 40, 128 . 96, 980. RECRUITING & SPECIAL PROJECTS 290,173. 24,898. 295,527 MISCELLANEOUS 73,837. 12,829. 61,202 OFFICE RENOVATIONS 148,015. 14,802. 142, 656. OFFICE POSTAGE 34,624. 6,249. 28,374 OFFICE SUPPLIES 36,492. 4,400. 32,091.
TOTALS 1,160,764. 197,776. 1, 005, 401
•
ATTACHMENT 6 FORM 990PF, PART II - U.S AND STATE OBLIGATIONS ATTACHMENT 7
ENDING ENDING DESCRIPTION BOOK VALUE FMV
0. GOVERNMENT OBLIGATIONS 44,193,435 44,193,435.
US OBLIGATIONS TOTAL 44,193,435. 44,193,435.
.7
ATTACHMENT 7 ATTACHMENT 8
FORM 990PF, PART II - CORPORATE STOCK
ENDING ENDING DESCRIPTION BOOK VALUE FMV
SEE STATEMENT 8A 661,373,538 661, 373, 538 .
TOTALS 661,373,538. 661,373,538.
•
ATTACHMENT 8 .k 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE
1-800-FLOWERS COM INC CL A 154 $ 1,269 1ST CTZNS BANCSHS INC N C CL A 33 8,342 3 D SYSTEMS CORPORATION NEW 461 15,153 31 GROUP PLC-B 1,666 11,695 31 GROUP PLC-B 24,800 174,089 3M CO 7,150 1,174,888 3M CO 2,739 450,072 58 COM INC ADR 3,500 145,425 8X8 INC NEW 408 3,737 A P MOLLER - MAERSK A/S - A 6 11,651 A P MOLLER - MAERSK A/S DKK 12 24,122 AAON INC 177 3,963 AAR CORP 176 4,889 AARON'S INC 303 9,263 ABACUS PROPERTY GROUP 63,700 154,823 ABAXIS INC 98 5,569 ABB LTD 3,769 80,186 ABBOTT LABS 32,450 1,460,899 ABBOTT LABS 6,287 283,041 ABBVIE INC 6,656 435,569 ABC-MART INC 46 2,237 ABENGOA YIELD PLC 119 3,251 ABERCROMBIE & FITCH CO CL A 307 8,792 ABERDEEN ASSET MGMT PLC 1,612 10,863 ABERDEEN FDS EMERGING MARKETS INSTITUTIONAL FUND 6,148,775 82,946,981 ABERTIS INFRAESTRUCTURAS S A 701 13,937 ABIOMED INC 171 6,508 ABM INDS INC 240 6,876 ABRAXAS PETROLEUM CORPORATION 346 1,017 ACACIA RESH CORP AR ACACIA TECHNOLOGIES COM 207 3,507 ACADIA HEALTHCARE CO INC 179 10,957 ACADIA PHARMACEUTICALS INC 307 9,747 ACADIA RLTY TR 241 7,719 ACCELERATE DIAGNOSTICS INC 95 1,823 ACCELERON PHARMA INC 68 2,649 ACCENTURE PLC CL A 12,500 1,116,375 ACCENTURE PLC CL A 2,648 236,493 ACCO BRANDS CORP 475 4,280 ACCOR SA 301 13,601 ACCURAY INC DEL 329 2,484 ACCURIDE CORP NEW 169 733 ACE LTD 9,500 1,091,360 ACE LTD 1,418 162,900 ACELRX PHARMACEUTICALS INC 124 835 ACERGY SA 495 10,063 ACETO CORPORATION 115 2,496 ACHILLION PHARMACEUTICALS INC 406 4,974 ACI WORLDWIDE INC 525 10,589 ACOM CO LTD JPY ORDS 706 2,179 ACORDA THERAPEUTICS INC 179 7,316 ACS ACTIVIDADES DE CONS Y SERV 300 10,517 ACTAVIS PLC 1,065 274,142 ACTELION LTD REG 176 20,422 ACTIVISION BLIZZARD INC 2,084 41,993 ACTUA CORP 169 3,121 ACTUANT CORP CL A 272 7,409 ACTUATE CORP 228 1,505 ACUITY BRANDS INC 180 25,213 ACXIOM CORP 324 6,567 ADAMS RESOURCES & ENERGY INC 12 599 ADDUS HOMECARE CORP 32 777 ADECCO SA REG 291 20,163 ADIDAS AG DEM5 ORDS 362 25,240 ADMIRAL GROUP PLC 342 7,050 ADOBE SYS INC 2,090 151,943 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE ADP 52 6,308 ADT CORP 729 26,412 ADTRAN INC COM 260 5,668 ADVANCE AUTO PARTS 305 48,580 ADVANCED DRAIN SYS INC DEL 63 1,448 ADVANCED EMISSIONS SOLUTIONS INC 96 2,188 ADVANCED ENERGY INDS INC 174 4,124 ADVANCED MICRO DEVICES INC 2,662 7,108 ADVANTEST CORPORATION 264 3,327 ADVENT SOFTWARE INC 216 6,618 ADVISORY BOARD CO/THE 155 7,592 AECOM TECHNOLOGY CORP DELAWARE 630 19,133 AEGERION PHARMACEUTICALS INC 126 2,638 AEGION CORP 174 3,238 AEGON NV NLGO 12 ORDS 3,142 23,797 AEON CO LTD 1,112 11,255 AEON CREDIT SERVICE CO LTD 199 3,987 AEON MALL CO LTD 201 3,594 AEP INDS INC 22 1,279 AERIE PHARMACEUTICALS INC 43 1,255 AEROPOSTALE INC 453 1,051 AEROVIRONMENT INC 92 2,507 AES CORP 3,052 42,026 AETNA INC 1,507 133,867 AFFILIATED MANAGERS GROUP INC 232 49,240 AFFYMETRIX INC 316 3,119 AFLAC INC 1,911 116,743 AFRICAN BARRICK GOLD PLC ACACIA MINING PLC 16,800 66,903 AG MTG INVT TR INC 123 2,284 AGCO CORP 410 18,532 AGEAS 376 13,424 AGENUS INC 260 1,032 AGFA GEVAERT NV 12,300 31,108 AGGREKO PLC 444 10,412 AGILENT TECHNOLOGIES INC 1,403 57,439 AGILYSYS INC 101 1,272 AGIOS PHARMACEUTICALS INC 56 6,274 AGL ENERGY LTD 1,164 12,726 AGL RESOURCES 494 26,928 AGNICO EAGLE MINES LTD 357 8,914 AGREE REALTY CORP 68 2,114 AGRIUM INC 249 23,648 AGRIUM INC 5,050 478,336 AH BELO CORP-A 112 1,163 AIA GROUP LTD 20,647 114,886 AIR LEASE CORP 428 14,685 AIR LIQUIDE FF70 590 73,430 AIR METHODS CORP 170 7,485 AIR PRODUCTS & CHEMICAL INC 891 128,509 AIR TRANSPORT SERVICES GROUP 217 1,858 AIR WATER INC 263 4,203 AIRCASTLE LTD 303 6,475 AIRGAS INC 312 35,936 AISIN SEIKI CO LTD 338 12,277 AJINOMOTO CO IN 968 18,109 AK STL HLDG CORP 741 4,402 AKAMAI TECHNOLOGIES 744 46,842 AKKA TECHNOLOGIES 5,190 181,878 AKORN INC 257 9,303 AKZO NOBEL NV 415 28,951 ALAMO GROUP INC 40 1,938 ALASKA AIR GROUP INC 588 35,139 ALBANY INTER CORP CL A 124 4,711 ALBANY MOLECULAR RESEARCH INC 139 2,263 ALBEMARLE CORP 340 20,444 ALCATEL LUCENT 4,823 17,333 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 1ob - CORPORATE STOCK SHARES MARKET VALUE ALCOA INC 4,904 77,434 ALENT PLC 23,891 119,579 ALERE INC 357 13,566 ALEXANDER & BALDWIN INC NEW 189 7,420 ALEXANDERS INC FILED CHAPTER 11 9 3,935 ALEXANDRIA REAL ESTATE EQTY INC 6,075 539,096 ALEXANDRIA REAL ESTATE EQTY INC 301 26,711 ALEXION PHARMACEUTICALS INC 823 152,280 ALFA LAVAL AB 556 10,533 ALFRESA HOLDINGS CORPORATION 288 3,507 ALICO INC 17 851 ALIGN TECHNOLOGY INC 342 19,121 ALIMENTATION COUCHE-TARD INC 724 30,435 ALKERMES PLC 606 35,487 ALL NIPPON AIRWAYS CO LTD 2,053 5,125 ALLEGHANY CORP NEW 70 32,445 ALLEGHENY TECHNOLOGIES INC 455 15,820 ALLEGIANT TRAVEL CO 57 8,569 ALLEGION PLC 420 23,293 ALLERGAN INC 1,245 264,675 ALLETE INC 175 9,650 ALLGEIER SE 6,700 114,316 ALLIANCE DATA SYS CORP 247 70,654 ALLIANCE FIBER OPTIC PRODS INC 68 987 ALLIANCE ONE INTL INC 572 904 ALLIANCE PHARMA PLC 261,500 146,780 ALLIANT ENERGY CORP 464 30,819 ALLIANT TECHSYSTEMS INC 135 15,694 ALLIANZ SE - REG DM50 (REGD) (VINKULIERT) ALLIANZ SE -REG 782 129,972 ALLIED NEV GOLD CORP 621 540 ALLIED WORLD ASSURANCE CO 411 15,585 ALLISON TRANSMISSION HLDGS INC 568 19,255 ALLSCRIPTS HEALTHCARE SOLUTIONS 781 9,973 ALLSTATE CORP 1,830 128,558 ALLY FINL INC 1,137 26,856 ALMOST FAMILY INC 44 1,274 ALNYLAM PHARMACEUTICALS INC 278 26,966 ALON USA ENERGY INC 139 1,761 ALPHA & OMEGA SEMICONDUCTOR CO 96 850 ALPHA NAT RES INC 978 1,633 ALS LIMITED 680 6,917 ALSTOM EUR 14 370 12,026 ALTAGAS LTD 227 8,494 ALTERA CORP 11,907 439,845 ALTERA CORP 1,311 48,428 ALTICE SA 153 12,082 ALTISOURCE ASSET MGMT CORP 5 1,551 ALTISOURCE PORTFOLIO SOLUTIONS 61 2,061 ALTISOURCE RESIDENTIAL CORP 251 4,869 ALTRA HLDGS INC 113 3,208 ALTRIA GROUP INC 87,850 4,328,370 ALTRIA GROUP INC 8,316 409,729 ALUMINA LTD 4,469 6,565 AMADA CO JPY ORDS 631 5,458 AMADEUS IT HOLDING SA A SHS 728 29,146 AMAG PHARMACEUTICALS INC 91 3,878 AMAZON COM INC 1,572 487,870 AMBAC FINL GROUP INC 200 4,900 AMBARELLA INC 120 6,086 AMC ENTMT HLDGS INC 93 2,435 AMC NETWORKS INC 263 16,772 AMCOR LTD AUDI ORDS 2,092 23,249 AMDOCS LTD 674 31,445 AMEC PLC 664 8,831 AMEDISYS INC 114 3,346 AMERCO INC 32 9,096 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE AMEREN CORP 1,016 46,868 AMERESCO INC CL A 116 812 AMERICAN AIRLS GROUP INC 3,030 162,499 AMERICAN ASSETS TR INC COM 149 5,932 AMERICAN AXLE & MFG HLDGS INC 297 6,709 AMERICAN CAMPUS COMMUNITIES INC 441 18,240 AMERICAN CAP AGY CORP 1,491 32,549 AMERICAN CAP MTG INVT CORP 234 4,409 AMERICAN EAGLE OUTFITTERS 846 11,742 AMERICAN ELEC PWR INC 2,050 124,476 AMERICAN EQUITY INVT LIFE HLDG 283 8,261 AMERICAN EXPRESS CO 8,110 754,554 AMERICAN EXPRESS CO 3,797 353,273 AMERICAN FINL GROUP INC OH 303 18,398 AMERICAN HOMES 4 RENT 629 10,712 AMERICAN INTL GROUP INC 6,056 339,197 AMERICAN NATL BANKSHARES INC 41 1,017 AMERICAN NATL INS CO 30 3,428 AMERICAN PUB ED INC 74 2,728 AMERICAN RAILCAR INDS INC 42 2,163 AMERICAN RESIDENTIAL PPTYS INC 81 1,423 AMERICAN RLTY CAP HEALTHCARE TR 712 8,473 AMERICAN RLTY CAP PPTYS INC 3,820 34,571 AMERICAN SCIENCE & ENGINEERING 36 1,868 AMERICAN SOFTWARE 136 1,239 AMERICAN STATES WATER CO 170 6,402 AMERICAN TOWER REIT 1,656 163,696 AMERICAN VANGUARD CORP 127 1,476 AMERICAN WATER WORKS CO INC 744 39,655 AMERICAN WOODMARK CORP 56 2,265 AMERICAS CAR-MART INC 42 2,242 AMERIPRISE FINL INC 14,025 1,854,806 AMERIPRISE FINL INC 798 105,536 AMERIS BANCORP 105 2,692 AMERISAFE INC 81 3,431 AMERISOURCEBERGEN CORP 946 85,291 AMES NATL CORP CDT-COM 49 1,271 AMETEK INC 1,019 53,630 AMGEN INC 3,173 505,427 AMKOR TECHNOLOGY INC 293 2,080 AMLIN PLC 56,700 422,772 AMN HEALTHCARE SVCS INC 204 3,998 AMP LIMITED 5,129 23,085 AMPCO-PITTSBURG CORP 51 982 AMPHENOL CORP CL A 1,315 70,760 AMPIO PHARMACEUTICALS INC 165 566 AMREIT INC NEW CL B 96 2,548 AMSTEEL CORP BERHAD SPON ADR 2,260 45 AMSURG CORP 177 9,687 AMTRUST FINL SVCS INC 137 7,706 AMYRIS INC 234 482 ANACOR PHARMACEUTICALS INC COM 137 4,418 ANADARKO PETE CORP 2,115 174,488 ANALOG DEVICES INC 1,315 73,009 ANALOGIC CORP COM PAR $0 05 54 4,569 ANDERSONS INC 123 6,536 ANDRITZ AG 128 7,077 ANGIES LIST INC 187 1,165 ANGIODYNAMICS INC 147 2,794 ANGLO AMERICAN PLC 2,394 44,813 ANHEUSER-BUSCH INBEV 1,378 156,511 ANI PHARMACEUTICALS INC 28 1,579 ANIKA THERAPEUTICS INC 62 2,526 ANIXTER INTERNATIONAL INC 119 10,527 ANN INC 207 7,551 ANNALY MTG MGMT INC 3,967 42,883 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE ANSYS INC 390 31,980 ANTARES PHARMA INC 674 1,732 ANTERO RES CORP 223 9,049 ANTHEM INC 32,214 4,048,333 ANTHEM INC 1,174 147,537 ANTOFAGASTA PLC 697 8,178 ANWORTH MTG ASSET CORP REIT 571 2,998 AOL INC 340 15,698 AON PLC 1,248 118,348 AOZORA BANK LTD 1,897 5,918 APA GROUP 1,478 9,011 APA GROUP 01/22/2015 492 1 APACHE CORP 13,770 862,966 APACHE CORP 1,623 101,713 APARTMENT INVT & MGMT CO CL A 615 22,847 APCO OIL AND GAS INTL INC 70 982 APOGEE ENTERPRISES INC 121 5,127 APOLLO COML REAL ESTATE FIN INC 220 3,599 APOLLO GROUP INC CL A 428 14,599 APOLLO RESIDENTIAL MTG INC 162 2,555 APPLE INC 24,925 2,751,222 APPLE INC 25,242 2,786,212 APPLIED INDUSTRIAL TECH INC 185 8,434 APPLIED MATLS INC 64,350 1,603,602 APPLIED MATLS INC 5,068 126,295 APPLIED MICRO CIRCUITS CORP 308 2,008 APPROACH RES INC 155 990 APTARGROUP INC 281 18,782 AQUA AMERICA INC 742 19,811 ARAMARK HLDGS CORP 187 5,825 ARATANA THERAPEUTICS INC 120 2,138 ARC DOCUMENT SOLUTIONS INC 222 2,269 ARC RESOURCES LTD 554 12,034 ARCBEST CORP 107 4,962 ARCELORMITTAL 1,733 19,058 ARCH CAPITAL GROUP LTD BERMUDA 557 32,919 ARCH COAL INC 944 1,680 ARCHER DANIELS MIDLAND CO 27,600 1,435,200 ARCHER DANIELS MIDLAND CO 2,748 142,896 ARCTIC CAT INC 55 1,953 ARENA PHARMACEUTICALS INC 964 3,345 ARES CAPITAL CORP 16,900 263,725 ARES COML REAL ESTATE CORP 42 482 ARGAN INC 80 2,691 ARGO GROUP INTL HOLDINGS LTD 120 6,656 ARIAD PHARMACEUTICALS INC 818 5,620 ARISTA NETWORKS INC 25 1,519 ARKEMA 99 6,597 ARKEMA 2,500 166,598 ARLINGTON ASSET INVT CORP 80 2,129 ARM HOLDINGS PLC 2,407 37,343 ARMADA HOFFLER PPTYS INC REIT 114 1,082 ARMOUR RESIDENTIAL REIT INC 1,643 6,046 ARMSTRONG WORLD INDS INC NEW 190 9,713 ARRAY BIOPHARMA INC 521 2,464 ARRIS GROUP INC 511 15,427 ARRIUM LTD 153,000 26,913 ARROW ELECTRS INC 417 24,140 ARROW FINANCIAL CORP 69 1,897 ARROWHEAD RESEARCH CORP 218 1,609 ARTESIAN RESOURCES CORP-CL A 31 700 ARTISAN PARTNERS ASSET MGMT INC CL A 115 5,811 ARTNATURE INC 9,600 107,454 ARUBA NETWORKS INC 450 8,181 ARYZTA AG 149 11,539 AS CREATION TAPETEN AG 2,200 69,592 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE ASAHI BREWERIES LTD 670 20,936 ASAHI BRODACSTING CORP 19,900 151,539 ASAHI GLASS CO JPY50 ORDS 1,784 8,764 ASAHI KASEI CORPORATION 2,163 19,944 ASBURY AUTOMOTIVE GROUP 138 10,477 ASCENA RETAIL GROUP INC 560 7,034 ASCENDAS REAL ESTATE INV TRT 3,611 6,486 ASCENT MEDIA CORP 62 3,282 ASCIANO GROUP 1,725 8,540 ASCOM HOLDING AG-REG 6,100 93,619 ASHFORD HOSPITALITY PRIME INC 68 1,167 ASHFORD HOSPITALITY TRUST 343 3,595 ASHFORDINC 3 282 ASHLAND INC NEW 289 34,611 ASHTEAD GROUP PLC 862 15,484 ASICS CORP 283 6,833 ASM PACIFIC TECHNOLOGY 423 4,036 ASML HOLDING NV 612 66,281 ASPEN INSURANCE HOLDINGS LTD 291 12,737 ASPEN TECHNOLOGY INC (DELAWARE) 395 13,833 ASSA ABLOY AB B 572 30,309 ASSICURAZIONI GENERALI ITL2000 2,001 41,163 ASSOCIATED BANC CORP 667 12,426 ASSOCIATED BRITISH FOODS PLC 617 30,334 ASSOCIATED ESTATES RLTY CORP 276 6,406 ASSURANT INC 304 20,803 ASSURED GUARANTY LTD 708 18,401 ASTEC INDS INC 90 3,538 ASTELLAS PHARMACEUTICAL 3,680 51,765 ASTORIA FINANCIAL CORP 392 5,237 ASTRAZENECA PLC 2,164 153,712 ASTRONICS CORP 67 3,706 ASX LTD 342 10,283 AT&T INC 21,729 729,877 ATCO LTD 134 5,514 ATHENAHEALTH INC 154 22,438 ATLANTIA SPA 707 16,537 ATLANTIC PWR CORP 505 1,369 ATLANTIC TELE-NETWORK INC 40 2,704 ATLAS AIR INC 114 5,620 ATLAS COPCO ABA SHS 1,151 32,112 ATLAS COPCO AB B SHS 668 17,143 ATMEL CORP 1,883 15,808 ATMOS ENERGY CORP 414 23,076 ATOS ORIGIN 138 11,072 ATRICURE INC 84 1,677 ATRION CORP 8 2,720 ATWOOD OCEANICS INC 251 7,121 AUCKLAND INTERNATIONAL AIRPORT LIMITED 1,685 5,555 AUDIENCE INC 57 251 AURIZON HOLDINGS LTD 3,663 13,849 AUSDRILL LTD 74,100 23,653 AUSNET SERVICES 2,987 3,251 AUSPEX PHARMACEUTICALS INC 38 1,994 AUST & NEW ZEALAND BANKING GROUP AUD 1 4,725 124,083 AUSTEVOLL SEAFOOD ASA 37,000 229,474 AUSTRALIAN PHARMA INDUSTRIES LTD 202,400 142,449 AUSTRIA TECHNOLOGIE & SYSTEM 5,200 40,038 AUTODESK INC (DEL) 939 56,396 AUTOMATIC DATA PROCESSING INC 12,550 1,046,294 AUTOMATIC DATA PROCESSING INC 2,024 168,741 AUTONATION INC 288 17,398 AUTOSTRADA TORINO-MILANO SPA 10,200 117,998 AUTOZONE INC 136 84,199 AUXILIUM PHARMACEUTICALS INC 219 7,530 AV HOMES INC 56 816 0 • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE AVAGO TECHNOLOGIES LTD 20,575 2,069,639 AVAGO TECHNOLOGIES LTD 1,045 105,117 AVALANCHE BIOTECHNOLOGIES INC 28 1,512 AVALONBAY COMMUNITIES INC 4,275 698,492 AVALONBAY COMMUNITIES INC 541 88,394 AVANIR PHARMACEUTICALS CL A 808 13,696 AVERY DENNISON CORP 398 20,648 AVG TECHNOLOGIES 100 1,974 AVIS BUDGET GROUP INC 451 29,915 AVISTA CORP 263 9,297 AVIV REIT INC MD 68 2,345 AVIVA PLC 5,052 38,166 AVNET INC 573 24,650 AVOCET MINING PLC 62,300 4,373 AVON PRODS INC 1,813 17,024 AVX CORP NEW 210 2,940 AXA 3,113 72,345 AXALTA COATING SYSTEMS LTD 240 6,245 AXCELIS TECHNOLOGIES INC 647 1,656 AXEL SPRINGER VERLAG AG 70 4,242 AXIALL CORP 306 12,996 AXIS CAPITAL HOLDINGS LTD 427 21,815 AZZ INC 112 5,255 B & G FOODS HLDGS CORP CLASS A 232 6,937 BABCOCK & WILCOX CO NEW 493 14,938 BABCOCK INTL GROUP PLC 437 7,209 BADGER METER INC 63 3,739 BAE SYSTEMS PLC ORD 2 5P ORDS 5,410 39,816 BAKER HUGHES INC 1,830 102,608 BALCHEM CORP 130 8,663 BALDWIN & LYONS INC CL B 50 1,289 BALL CORP 588 40,084 BALOISE HLDGS AG 81 10,418 BALOISE HLDGS AG 2,000 257,233 BANC CALIF INC 65 746 BANCA MONTE DEI PACHI SIENA 7,450 4,237 BANCFIRST CORP 29 1,838 BANCO BILBAO VIZCAYA 10,175 96,703 BANCO BILBAO VIZCAYA AR-RTS 01/07/2015 10,175 973 BANCO COMERCIAL PORTUGUESE-REG PTES1000 62,212 4,946 BANCO DE SABADELL SA 5,847 15,601 BANCO ESPIRITO SANTO-REG 3,199 464 BANCO LATINOAMERICANO DE EXP CL ADR 122 3,672 BANCO POPOLARE SC 637 7,754 BANCO POPULAR ESPANOL 3,082 15,514 BANCO SANTANDER SA 21,185 179,346 BANCORP INC/THE 138 1,503 BANCORPSOUTH INC 418 9,409 BANDO CHEMICAL INDUSTRIES LTD 37,000 134,861 BANK COOP AG-BR 2,600 111,468 BANK HAPOALIM BM 1,866 8,823 BANK KY FINL CORP 34 1,641 BANK LEUMI LE-ISRAEL 2,335 8,028 BANK MARIN BANCORP 31 1,630 BANK MUTUAL CORP 275 1,887 BANK NEW YORK MELLON CORP 4,798 194,655 BANK OF AMERICA CORP 44,022 787,554 BANK OF EAST ASIA HKD 2 5 2,228 8,978 BANK OF HAWAII CORP 197 11,684 BANK OF IRELAND 47,710 18,073 BANK OF MONTREAL 1,107 78,544 BANK OF NOVA SCOTIA 2,086 119,424 BANK OF QUEENSLAND LTD 633 6,309 BANK OF QUEENSLAND LTD 17,400 173,435 BANK OF THE OZARKS INC 334 12,665 BANK OF YOKOHAMA LTD/THE 1,993 10,926 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE BANKFINANCIAL CORP 127 1,506 BANKIA SA 7,897 11,831 BANKINTER SA 1,155 9,366 BANKRATE INC DEL 280 3,480 BANKUNITED INC COM 427 12,370 BANNER CORPORATION 86 3,700 BARCLAYS PLC 28,150 106,880 BARD C R INC 319 53,152 BARNES & NOBLE INC 179 4,156 BARNES GROUP INC 236 8,734 BARRACUDA NETWORKS INC 33 1,183 BARRETT BUSINESS SVCS INC 42 1,151 BARRICK GOLD CORP 2,019 21,824 BARRY CALLEBAUT AG 3 3,086 BASF 1,574 133,098 BASIC ENERGY SVCS INC NEW 132 925 BASLER KANTONALBK - PC 1,800 116,027 BAXTER INTL INC 2,271 166,442 BAYER AG 1,417 193,759 BAYERISCHE MOTOREN WERKE (BMW) DEM NEW SHS '98 567 61,593 BAYERISCHE MOTOREN WERKE PFD 95 7,799 BAYTEX ENERGY CORP 286 4,771 BAZAARVOICE INC 287 2,307 BB&T CORP 3,017 117,331 BBCN BANCORP INC 347 4,990 BBX CAP CORP 43 707 BCE INC 474 21,804 BCE INC 13,000 596,180 BE AEROSPACE INC 442 25,645 BEACON ROOFING SUPPLY INC 213 5,921 BEAZER HOMES USA INC 111 2,149 BEBE STORES INC 252 S52 BECTON DICKINSON & CO 18,000 2,504,880 BECTON DICKINSON & CO 808 112,441 BED BATH & BEYOND INC 776 59,108 BEIERSDORF AG DEMS ORDS 172 14,032 BEL FUSE INC CL B 63 1,722 BELC CO LTD 8,200 249,977 BELDEN CDT INC 193 15,210 BELGACOM SA 269 9,798 BELLWAY PLC 12 1/2P ORDS 9,000 272,105 BELMONT LTD 420 5,195 BEMIS CO INC 433 19,576 BENCHMARK ELECTRONICS INC 240 6,106 BENDIGO & ADELAIDE BANK 768 8,051 BENEFICIAL MUT BANCORP INC 134 1,644 BENEFITFOCUS INC 22 722 BENESSE CORPORATION 114 3,409 BERKLEY W R 429 21,991 BERKSHIRE HATHAWAY CL B 7,662 1,150,449 BERKSHIRE HATHAWAY DEL 15 3,390,000 BERKSHIRE HILLS BANCORP INC 105 2,799 BERRY PLASTICS GROUP INC 378 11,926 BEST BUY 1,206 47,010 BEZEQ ISRAELI TELECOM CORP 3,381 6,038 BG GROUP PLC 5,846 78,848 BGC PARTNERS INC CL A 729 6,670 BHP BILLITON LTD 5,505 132,313 BHP BILLITON PLC 3,620 78,374 BIC FRF25 ORDS 48 6,381 BIG 5 SPORTING GOODS CORP 88 1,287 BIG LOTS INC 223 8,924 BIGLARI HLDGS INC 6 2,397 BILIA ABA SHS 11,600 351,932 BILL BARRETT CORP 216 2,460 BINCKBANK NV 12,700 108,330 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF , INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE BIO RAD LABORATORIES INC CL A 89 10,730 BIOCRYST PHARMACEUTICALS INC 294 3,575 BIODELIVERY SCIENCES INTL INC 178 2,140 BIOGEN IDEC INC 993 337,074 BIOMARIN PHARMACEUTICAL INC 612 55,325 BIOMED REALTY TRUST INC 785 16,909 BIO-REFERENCE LABS INC 108 3,470 BIOSCRIP INC 245 1,713 BIO-TECHNE CORP 161 14,876 BIOTELEMETRY INC 110 1,103 BIOTIME INC 253 944 BJ'S RESTAURANTS INC 104 5,222 BK OF KYOTO JPY ORDS 570 4,811 BLACK BOX CORPORATION 71 1,697 BLACK DIAMOND INC COM 119 1,041 BLACK HILLS CORP 195 10,343 BLACKBAUD INC 200 8,652 BLACKBERRY LTD 837 9,207 BLACKHAWK NETWORK HLDGS INC 228 8,846 BLACKROCKINC 533 190,579 BLACKROCK SUMMIT CASH ITV PLC 6,643 22,291 BLAIR WILLIAM FDS EMG MKTS GR-IN 4,606,284 60,296,255 BLAIR WILLIAM FDS INTL SMALL CAP GROWTH FD INSTL 1,318,231 16,833,812 BLOCK H & R INC 36,275 1,221,742 BLOCK H & R INC 1,140 38,395 BLOOMIN BRANDS INC 323 7,997 BLOUNT INTERNATIONAL INC 207 3,637 BLUCORA INC 181 2,507 BLUE HILLS BANCORP INC 119 1,616 BLUE NILE INC 71 2,557 BLUEBIRD BIO INC 91 8,347 BNC BANCORP 109 1,876 BNP PARIBAS 1,815 108,190 BOB EVANS FARMS 104 5,323 BOC HONG KONG HOLDINGS LTD 6,417 21,473 BOEING CO 3,052 396,699 BOFI HLDG INC 51 3,968 BOINGO WIRELESS INC COM 52 399 BOISE CASCADE CO DEL 165 6,130 BOK FINL CORP COM NEW 116 6,965 BOLIDEN AB RED SH5 483 7,743 BOLIDEN AB RED SHS 16,100 258,110 BOLLORE 900 4,106 BOMBARDIER INC CL B SUBORD VTG 2,554 9,169 BONANZA CREEK ENERGY INC 129 3,096 BONDUELLE SCA 4,500 109,234 BONHEUR ASA 2,700 26,379 BON-TON STORES INC 70 519 BOOZ ALLEN HAMILTON HLDG CORP 312 8,277 BORAL LIMITED 1,377 5,972 BORG WARNER 967 53,137 BOSKALIS WESTMINSTER CVA 152 8,360 BOSTON BEER INC CL A 3,080 891,783 BOSTON BEER INC CL A 36 10,423 BOSTON PRIVATE FINL HLDGS INC 354 4,768 BOSTON PROPERTIES INC 635 81,718 BOSTON SCIENTIFIC CORP 5,537 73,36S BOTTOMLINE TECHNOLOGIES INC 168 4,247 BOULDER BRANDS INC 264 2,920 BOUYGUES 287 10,412 BOYD GAMING CORP 293 3,745 BP PLC 31,579 202,374 BPZ ENERGY INC 671 194 BRADY CORPORATION CL A 204 5,577 BRAMBLES LTD 2,710 23,575 BRANDYWINE RLTY SH BEN INT NEW 687 10,978 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE BRAVO BRIO RESTAURANT GROUP INC 117 1,627 BRENNTAG AG 264 14,858 BRIDGE BANCORP INC 69 1,846 BRIDGE CAP HLDGS 40 895 BRIDGEPOINT ED INC 92 1,041 BRIDGESTONE CORP 1,115 39,050 BRIGGS & STRATTON CORP 214 4,370 BRIGHT HORIZONS FAMILY SOLUTIONS 129 6,064 BRIGHTCOVE INC 168 1,307 BRINKER INTL INC 271 15,905 BRINK'S CO 210 5,126 BRISTOL MYERS SQUIBB CO 6,013 354,947 BRISTOL MYERS SQUIBB CO 23,350 1,378,351 BRISTOL MYERS SQUIBB CO 6,937 409,491 BRISTOW GROUP INC 158 10,395 BRITISH AMERICAN TOBACCO PLC 3,195 174,363 BRITISH LAND CO PLC 1,655 20,051 BRIXMOR PPTY GROUP INC 210 5,216 BROADCOM CORP CL A 2,250 97,493 BROADRIDGE FINL SOLUTIONS INC 511 23,598 BROADSOFT INC 124 3,598 BROCADE COMMUNICATIONS SYS INC 1,871 22,153 BROOKDALE SR LIVING INC 718 26,329 BROOKFIELD ASSET MANAGEMENT CLASS A 951 47,802 BROOKLINE BANCORP INC 311 3,119 BROOKS AUTOMATION INC 295 3,761 BROTHER INDS LTD ADR 417 7,666 BROWN & BROWN INC 517 17,014 BROWN FORMAN CORP CL B 8,540 750,154 BROWN FORMAN CORP CL B 633 55,603 BROWN SHOE COMPANY INC 191 6,141 BRUKER BIOSCIENCES CORP 480 9,418 BRUNSWICK CORP 381 19,530 BRYN MAWR BK CORP 68 2,128 BT GROUP PLC 13,953 87,351 BUCKLE INC 122 6,407 BUFFALO WILD WINGS INC 82 14,791 BUILD-A-BEAR WORKSHOP INC 51 1,025 BUILDERS FIRSTSOURCE INC 240 1,649 BUNGE LIMITED 616 56,001 BUNZL PLC COMMON STOCK 573 15,760 BURBERRY GROUP PLC 760 19,387 BUREAU VERITAS SA 390 8,641 BURLINGTON STORES INC 120 5,671 C D I CORP 76 1,346 C H ROBINSON WORLDWIDE INC 621 46,507 C&J ENERGY SVCS INC 200 2,642 CA ILE DE FRANCE CCI 1,200 98,336 CA INC 1,339 40,773 CABELAS INC CL A 208 10,964 CABLEVISION SYS CORP 856 17,668 CABOT CORP 280 12,281 CABOT MICROELECTRONICS CORP 103 4,874 CABOT OIL & GAS CORP 1,765 52,262 CACI INTL INC CL A 101 8,704 CADENCE DESIGN SYS 1,193 22,631 CAE INC 462 6,015 CAESARS ACQUISITION CO 191 1,969 CAESARS ENTMT CORP 179 2,809 CAI INTL INC 102 2,366 CAL MAINE FOODS INC 130 5,074 CALAMOS ASSET MGMT A 124 1,652 CALAMP CORP 155 2,837 CALAVO GROWERS INC S1 2,412 CALBEE INC 128 4,457 CALGON CARBON CORP 240 4,987 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE CALIAN TECHNOLOGIES LTD 6,200 97,169 CALIFORNIA RES CORP - W/I 1,322 7,284 CALIFORNIA WTR SVC GROUP 211 5,193 CALIX INC 239 2,395 CALLAWAY GOLF CO 326 2,510 CALLIDUS SOFTWARE INC 197 3,217 CALLON PETROLEUM CO 168 916 CALPINE CORP 1,630 36,072 CALTEX AUSTRALIA LTD AUDI ORDS 238 6,663 CAMBREX CORP 126 2,724 CAMDEN NATL CORP 50 1,992 CAMDEN PPTY TR 355 26,213 CAMECO CORPORATION 678 11,151 CAMERON INTL CORP 857 42,807 CAMPBELL SOUP CO 734 32,296 CAMPUS CREST CMNTYS INC 272 1,988 CANADIAN IMPERIAL BANK OF COMMERCE 680 58,615 CANADIAN NATIONAL RAILWAY CO 1,404 96,998 CANADIAN NATURAL RESOURCES LTD CAD NPV COM 1,872 58,055 CANADIAN OIL SANDS PP COM 830 7,435 CANADIAN PACIFIC RAILWAY LTD 295 56,988 CANADIAN TIRE LTD 132 13,933 CANADIAN TIRE LTD 1,400 147,770 CANADIAN UTILITIES LTD - CLASS A 212 7,488 CANON INC JPY50 ORDS 1,943 62,239 CANTEL MEDICAL CORPORATION 145 6,273 CAP GEMINI SA 245 17,634 CAPE PLC 34,700 130,125 CAPELLA ED CO 49 3,771 CAPITA PLC 1,133 19,097 CAPITACOMMERCIAL TRUST 3,565 4,721 CAPITAL BK FINL CORP NORTH AMERICAN FINANCIAL HLDGS INC 104 2,787 (NKA CAPITAL BK FINL CORP) CAPITAL CITY BK GROUP INC 52 808 CAPITAL ONE FINL CORP 2,392 197,460 CAPITAL SR LIVING CORP 127 3,164 CAPITALAND LTD 4,394 10,976 CAPITAMALL TRUST 4,284 6,595 CAPITOL FED FINL INC 654 8,358 CAPSTEAD MORTGAGE CORP 423 5,194 CAPSTONE TURBINE CORP 1,617 1,195 CARBO CERAMICS INC 86 3,444 CARBONITE INC 64 913 CARDINAL FINANCIAL CORP 134 2,657 CARDINAL HEALTH INC 27,300 2,203,929 CARDINAL HEALTH INC 1,424 114,960 CARDIOVASCULAR SYS INC DEL 113 3,399 CARDTRONICS INC 197 7,600 CAREER ED CORP 244 1,698 CAREFUSION CORP 872 51,744 CARETECH HOLDINGS PLC 45,800 162,466 CARETRUST REIT INC 115 1,418 CARILLION PLC 67,400 352,906 CARLISLE COMPANIES INC 268 24,184 CARLSBERG AS-B 183 14,239 CARMAX INC 18,860 1,255,699 CARMAX INC 922 61,387 CARMIKE CINEMAS INC 94 2,469 CARNIVAL CORP 1,778 80,597 CARNIVAL PLC 315 14,337 CARPENTER TECHNOLOGY CORP 203 9,998 CARPHONE WAREHOUSE NEW 1,728 12,459 CARREFOUR SUPERMARCHE FF100 1,070 32,758 CARRIAGE SVCS INC CL A 66 1,383 CARRIZO OIL & GAS INC 202 8,403 CARROLS RESTAURANT GROUP INC 129 984 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE CARTER'S INC 229 19,994 CASCADE BANCORP 193 1,002 CASCADES INC 16,300 98,793 CASELLA WASTE SYS INC CL A 151 610 CASEYS GENERAL STORES 168 15,174 CASH AMER INTL INC 126 2,850 CASINO GUICHARD PERRACHON FRF10 99 9,160 CASIO COMPUTER CO YSO 362 5,619 CASS INFORMATION SYS INC 45 2,396 CASTLE A M & CO 100 798 CATALENT INC 204 5,688 CATAMARAN CORP 355 18,427 CATAMARAN CORP 862 44,609 CATERPILLAR INC 2,617 239,534 CATHAY BANCORP INC 346 8,854 CATHAY PACIFIC AIRWAYS HK 20 ORDS 2,088 4,550 CATO CORP NEW CL A 116 4,893 CAVCO INDUSTRIES INC 30 2,378 CAVIUM INC 225 13,910 CAWACHI LTD 7,000 104,216 CBIZ INC 150 1,284 CBL & ASSOC PPTYS INC 716 13,905 CBOE HLDGS INC 368 23,339 CBRE GROUP INC 1,168 40,004 CBS CORP NEW CL B 2,205 122,025 CDK GLOBAL INC 675 27,513 COW CORP 365 12,837 CECO ENVIRONMENTAL CORP 78 1,212 CEDAR SHOPPING CTRS INC 368 2,701 CEGEDIM SA 3,700 130,648 CEGID GROUP 3,300 120,636 CELADON GROUP INC 84 1,906 CELANESE CORP DE COM SER A 668 40,053 CELESIO AG NPV 80 2,587 CELESTICA INC CAD NPV SUB ORD VTG SHRS 21,700 255,735 CELGENE CORP 3,352 374,955 CELLDEX THERAPEUTICS INC NEW 396 7,227 CEMPRA INC 88 2,069 CENIT AG 9,400 134,109 CENOVUS ENERGY INC 1,297 26,841 CENTENE CORP 241 25,028 CENTERPOINT ENERGY INC 39,450 924,314 CENTERPOINT ENERGY INC 1,794 42,033 CENTERSTATE BKS FLA INC 180 2,144 CENTRAL EUROPEAN MEDIA ENT-A 458 1,470 CENTRAL GARDEN & PET CO 251 2,397 CENTRAL JAPAN RAILWAY CO 247 37,371 CENTRAL PACIFIC FINANCIAL CO 78 1,677 CENTRICA PLC 8,603 37,426 CENTROSOLAR GROUP AG 620 76 CENTURY ALUMINUM CO 216 5,270 CENTURY BANCORP INC MASS CL A 20 801 CENTURY LEASING SYSTEM INC 5,100 127,824 CENTURYLINK INC 2,420 95,784 CENVEOINC 362 760 CEPHEID INC 294 15,917 CERNER CORP 1,241 80,243 CERUS CORP 310 1,934 CEVA INC 88 1,596 CEWE COLOR HOLDING AG 2,800 174,528 CF INDS HLDGS INC 219 59,686 CGI GROUP INC - CLASS A 389 14,875 CHALLENGER LTD 53,000 283,221 CHAMBERS STR PPTYS 1,039 8,374 CHANNELADVISOR CORP 86 1,856 CHARLES RIVER LABORATORIES 215 13,683 r • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE CHART INDS INC 133 4,549 CHARTER COMMUNICATIONS INC DEL CL A 333 55,484 CHARTER FINL CORP MD 136 1,557 CHASE CORP 27 972 CHATHAM LODGING TR 142 4,114 CHECKPOINT SYS INC 225 3,089 CHEESECAKE FACTORY INC 209 10,515 CHEFS WHSE INC HOLDINGS LLC 93 2,143 CHEGG INC 309 2,135 CHEMED CORP 78 8,242 CHEMICAL FINL CORP 123 3,769 CHEMOCENTRYX INC 147 1,004 CHEMRING GROUP PLC 22,000 81,985 CHEMTURA CORP 356 8,804 CHEMTURA CORPORATION 401 2,582 CHENIERE ENERGY INC 995 70,048 CHESAPEAKE ENERGY CORP 2,216 43,367 CHESAPEAKE LODGING TR 216 8,037 CHESAPEAKE UTILS CORP 60 2,980 CHEUNG KONG HLDGS LTD HKD 50 ORDS 2,382 40,023 CHEUNG KONG INFRASTRUCTURE 1,045 7,735 CHEVRON CORPORATION 13,800 1,548,084 CHEVRON CORPORATION 7,969 893,962 CHIBA BANK LTD/THE 1,316 8,715 CHICAGO BRDG & IRON-NY SHS 421 17,674 CHICOS FAS INC 641 10,391 CHILDRENS PLACE RETAIL STS INC 101 5,757 CHIMERA INVESTMENT CORP 4,515 14,358 CHIMERIX INC 113 4,549 CHINA METAL INTERNATIONAL HO 315,000 107,636 CHINA SHINEWAY PHARMACEUTICAL GROUP LIMITED 70,400 106,938 CHIPOTLE MEXICAN GRILL INC CL A 129 88,302 CHIQUITA BRANDS INTL 195 2,820 CHIYODA CORP 276 2,316 CHOICE HOTELS INTL INC 145 8,123 CHRISTIAN DIOR 93 16,082 CHRISTIAN DIOR 12/19/2014 93 1 CHRISTIAN DIOR 12/19/2014 93 1 CHRISTOPHER & BANKS CORP 217 1,239 CHUBB CORP 1,023 105,850 CHUBU ELEC POWER Y500 1,104 13,062 CHUGAI PHARMACEUTICAL CO Y50 383 9,468 CHUGOKU BANK LTD 279 3,840 CHUGOKU ELECTRIC POWER CO 525 6,919 CHURCH & DWIGHT INC 578 45,552 CHURCHILL DOWNS INC COM 60 5,718 CHUYS HLDGS INC 71 1,397 Cl FINL CORP 395 11,012 CIBER INC 420 1,491 CIE FINANCIERE RICHEMON-BR A 894 79,894 CIENA CORP 446 8,657 CIFC CORP 107 885 CIGNA CORP CD 1,133 116,597 CIMAREX ENERGY CO 362 38,372 CIMPRESS NV 143 10,702 CINCINNATI BELL INC 924 2,948 CINCINNATI FINANCIAL CORP 684 35,452 CINEMARK HLDGS INC COM 506 18,003 CINTAS CORP 431 33,808 CIRCOR INTL INC COM 77 4,642 CIRRUS LOGIC INC 281 6,623 CISCO SYS INC 21,473 597,272 CIT GROUP INC 766 36,638 CITI TRENDS INC 89 2,247 CITIGROUP INC 12,717 688,117 CITIZEN WATCH CO LTD 467 3,638 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE CITIZENS & NORTHN CORP 80 1,654 CITIZENS FINL GROUP INC 674 16,756 CITIZENS INC CL A 207 1,573 CITRIX SYS INC 691 44,086 CITY DEVELOPMNTS LTD SGD 50 ORDS 724 5,611 CITY HOLDING CO 66 3,071 CITY NATL CORP 205 16,566 CIVEO CORP 394 1,619 CLARCOR INC 218 14,528 CLEAN ENERGY FUELS CORP 287 1,434 CLEAN HARBORS INC 265 12,733 CLEAR CHANNEL OUTDOOR HLDGS INC COM CL A 188 1,991 CLEARWATER PAPER CORP 93 6,375 CLECO CORPORATION 265 14,453 CLIFFS NAT RES INC 672 4,798 CLIFTON BANCORP INC 85 1,155 CLOROX CO 538 56,065 CLOSE BROTHERS GROUP 25P ORDS 8,600 200,339 CLOUD PEAK ENERGY INC 270 2,479 CLOVIS ONCOLOGY INC 103 5,768 CLP HOLDINGS LTD HKDS ORDS 3,286 28,496 CLUBCORP HLDGS INC 91 1,632 CME GROUP INC 1,327 117,639 CMS ENERGY CORP 1,117 38,816 CNA FINL CORP 117 4,529 CNB FINL CORP PA 73 1,351 CNH INDUSTRIAL NV 1,623 13,158 CNO FINL GROUP INC 858 14,775 CNP ASSURANCES 303 5,399 COACH INC 1,147 43,081 COBALT INTL ENERGY INC 1,477 13,131 COBHAM PLC 2,004 10,121 COBIZ INC 208 2,731 COCA COLA BOTTLING CO CONS 19 1,673 COCA COLA CO 16,643 702,667 COCA-COLA ENTERPRISES INC NEW 1,055 46,652 COCA-COLA HBC AG-CDI 354 6,778 COCHLEAR LIMITED 100 6,359 COCO-COLA AMATIL LTD 1,013 7,726 COCOKARA FINE HOLDINGS INC 5,900 147,531 COEUR D ALENE MINES CORP IDAHO 451 2,305 COGECO CABLE INC PP COM 5,000 309,260 COGENT COMMUNICATIONS GROUP 207 7,326 COGNEX CORP 381 15,747 COGNIZANT TECHNOLOGY SOLUTIONS 2,544 133,967 COHEN & STEERS INC 78 3,282 COHERENT INC 106 6,436 COHORT PLC 43,400 159,703 COHU INC 158 1,880 COLFAX CORP 400 20,628 COLGATE PALMOLIVE CO 12,730 880,789 COLGATE PALMOLIVE CO 3,832 265,136 COLONY FINL INC 411 9,790 COLOPL INC 84 1,917 COLOPLAST A/S B 190 16,024 COLRUYT NV 121 5,633 COLTENE HOLDING AG-REG 1,900 120,465 COLUMBIA BANKING SYSTEM INC 226 6,240 COLUMBIA PPTY TR INC 525 13,309 COLUMBIA SPORTSWEAR CO 114 5,078 COLUMBUS MCKINNON CORP NY 86 2,411 COMCAST CORP CL A 10,858 629,873 COMFORT SYSTEM USA INC 199 3,407 COMFORTDELGRO CORP LTD 3,572 7,009 COMMERCE BANCSHARES INC 371 16,135 COMMERCIAL METAL CO 513 8,357 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE COMMERCIAL VEHICLE GROUP INC 143 952 COMMERZBANK AG 1,678 22,295 COMMONWEALTH BK OF AUSTRAL AUD 2 2,779 194,786 COMMSCOPE HLDG CO INC 261 5,959 COMMUNITY BK SYS INC 177 6,749 COMMUNITY HEALTH SYS INC NEW 473 25,504 COMMUNITY TRUST BANCORPORATION 81 2,965 COMMVAULT SYS INC 204 10,545 COMPAGNIE DE SAINT-GOBAIN 778 33,167 COMPASS GROUP PLC 2,875 49,356 COMPASS MINERALS INTL INC 146 12,677 COMPUTER PROGRAMS & SYS INC 49 2,977 COMPUTER SCIENCES CORP 606 38,208 COMPUTER TASK GROUP INC 90 858 COMPUTERSHARE LIMITED 836 8,073 COMSCORE INC 158 7,336 COMSTOCK RESOURCES INC 214 1,457 COMTECH TELECOMMUNICATIONS 64 2,017 COMVERSE INC 116 2,178 CONAGRA FOODS INC 1,745 63,309 CONCHO RES INC 475 47,381 CONMED CORP 123 5,530 CONNECTICUT WATER SVC INC 56 2,032 CONNECTONE BANCORP INC NEW 73 1,387 CONNS INC 99 1,850 CONOCOPHILLIPS 5,139 354,899 CONS TOMOKA LAND CO-FLORIDA 34 1,897 CONSOL ENERGY INC 957 32,356 CONSOLIDATED COMMUNICATIONS HLDGS INC 228 6,345 CONSOLIDATED EDISON INC 1,226 80,928 CONSTANT CONTACT INC 136 4,991 CONSTELLATION BRANDS INC CL A 675 66,265 CONSTELLATION SOFTWARE INC 30 8,947 CONSTRUCC Y AUX DE FERROCARR 260 95,126 CONSUMER PORTFOLIO SVCS INC 101 743 CONTACT ENERGY LTD 648 3,231 CONTAINER STORE GROUP INC 63 1,205 CONTANGO OIL & GAS CO 65 1,901 CONTINENTAL AG 188 39,937 CONTINENTAL RES INC OKLA 356 13,656 CONTRA FURIEX PHARMACEUTICALS 29 3,038 CONTRA LEAP WIRELESS 240 4,188 CONVERGYS CORP 461 9,391 CON-WAY INC 247 12,147 COOPER COMPANIES INC 202 32,742 COOPER STD HLDGS INC 57 3,299 COOPER TIRE & RUBBER 243 8,420 COPA HOLDINGS SA-CLASS A 140 14,510 COPART INC 490 17,880 CORCEPT THERAPEUTICS INC 422 1,266 CORELOGIC INC 384 12,131 CORE-MARK HLDG CO INC 96 5,945 CORENERGY INFRASTRUCTURE TR INC 195 1,264 CORESITE RLTY CORP 87 3,397 CORIO NV 121 5,949 CORNERSTONE ONDEMAND INC 223 7,850 CORNING INCORPORATED 5,519 126,551 CORPORACION FINANCIERA ALBA 2,500 122,823 CORPORATE EXECUTIVE BRD CO COM 147 10,662 CORPORATE OFFICE PPTYS TR 376 10,667 CORRECTIONS CORP OF AMERICA 506 18,388 CORUS ENTERTAINMENT INC-B SH 6,700 132,756 CORVEL CORP 50 1,861 COSTAR GROUP INC 135 24,790 COSTCO WHOLESALE CORP 1,840 260,820 COTT CORP 16,900 116,272 0 • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE COTY INC 254 5,248 COUSINS PROPERTIES INC 924 10,552 COVANCE INC 235 24,402 COVANTA HOLDING CORP 465 10,235 COVIDIEN PLC 11,850 1,212,018 COVIDIEN PLC 1,887 193,002 COVISINT CORP 131 347 COWEN GROUP INC NEW CL A 411 1,973 CRA INTL INC 71 2,153 CRACKER BARREL OLD CTRY STORE IN 86 12,105 CRAFT BREWERS ALLIANCE INC COM 94 1,254 CRANE CO 213 12,503 CRAWFORD & CO CL B 176 1,809 CRAY INC 176 6,068 CREDIT ACCEPTANCE CORP 31 4,229 CREDIT AGRICOLE SA 1,766 22,994 CREDIT SAISON CO JPY50 257 4,842 CREDIT SUISSE GRP 2,629 66,357 CREE INC 493 15,884 CRESCENT POINT ENERGY CORP 723 16,798 CRESTON PLC 82,800 166,544 CRH PLC IEP 25 ORDS 1,267 30,510 CRITERIA CAIXACORP SA 3,139 16,565 CROCS INC COM 391 4,884 CRODA ITNERNATIONAL PLC 240 9,962 CROSS COUNTRY HEALTHCARE INC 168 2,097 CROWN CASTLE INTL CORP NEW 1 ,409 110,888 CROWN HOLDINGS INC 580 29,522 CROWN LTD 641 6,657 CROWN MEDIA HLDGS INC CL A 209 740 CRYOLIFE INC 147 1,666 CSE GLOBAL LTD 164,000 74,882 CSG SYSTEMS INTL INC 150 3,761 CSL LIMITED 813 57,670 CSS INDS INC 50 1,382 CST BRANDS INC 317 13,824 CSX CORP 4,217 152,782 CTI BIOPHARMA CORP 673 1,588 CTS CORP 149 2,657 CU BANCORP CALIF 56 1,215 CUBESMART 679 14,986 CUBIC CORP 87 4,580 CUBIST PHARMACEUTICALS INC 316 31,805 CULLEN FROST 228 16,106 CULP INC 48 1,041 CUMMINS INC 7,000 1,009,190 CUMMINS INC 773 111,443 CUMULUS MEDIA INC CL A 450 1,904 CURTISS WRIGHT CORP 205 14,471 CUSTOMERS BANCORP INC 92 1,790 CVB FINANCIAL CORP 406 6,504 CVENT INC 75 2,088 CVR ENERGY INC 69 2,671 CVS/CAREMARK CORP 25,800 2,484,798 CVS/CAREMARK CORP 4,902 472,112 CYBERONICS INC 121 6,737 CYNOSURE INC CL A COMMON STOCK 107 2,934 CYPRESS SEMICONDUCTOR CORP 651 9,296 CYRUSONE INC 105 2,893 CYS INVTS INC 681 5,938 CYTEC INDUSTRIES INC 320 14,774 CYTOKINETICS INC 148 1,185 CYTORI THERAPEUTICS INC 292 143 D R HORTON INC 1,352 34,192 DAEDUCK GDS CO LTD 9,800 108,775 DAH SING FINANCIAL GROUP 34,472 201,148 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE DAI NIPPON PRIG LTD JAPAN 991 9,009 DAICEL CHEMICAL IND LTD ORD 474 5,606 DAIHATSU MOTOR CO LTD 340 4,478 DAI-ICHI LIFE INSURANCE 1,849 28,392 DAIICHI SANKYO CO LTD 1,093 15,388 DAIICHIKOSHO CO LTD 5,600 152,267 DAIKIN INDUSTRIES LTD 406 26,447 DAILY JOURNAL CORP 5 1,315 DAIMLER AG 1,650 137,708 DAISHIN SECURITIES CO LTD 5,700 49,213 DAITO PHARMACEUTICAL CO LTD 10,800 171,060 DAITO TRUST CONST CO LTD Y50 124 14,169 DAIWA HOUSE INDUSTRY JPY50 ORDS 1,030 19,699 DAIWA INDUSTRIES LTD 17,000 107,336 DAIWA SECURITIES CO LTD Y50 2,882 22,778 DAKTRONICS INC 154 1,927 DANA HOLDING CORP 709 15,414 DANAHER CORP 15,280 1,309,649 DANAHER CORP 2,551 218,646 DANONE 993 65,428 DANSKE BANK A/S 1,123 30,549 DARDEN RESTAURANTS INC 543 31,836 DARLING INTL INC 700 12,712 DASSAULT SYSTEMS SAFRF5 ORDS 222 13,577 DATALINK CORP 102 1,316 DAVITA INC 746 56,502 DAWSON GEOPHYSICAL CO 52 636 DBS BANK LTD 2,975 46,248 DCT INDL TR INC 319 11,376 DDR CORP 1,250 22,950 DEALERTRACK HLDGS INC 224 9,925 DEAN FOODS CO 409 7,926 DEBENHAMS PLC 141,300 165,787 DECKERS OUTDOOR CORP 151 13,747 DECMIL GROUP LTD 68,300 81,885 DEERE & CO 1,530 135,359 DEL FRISCOS RESTAURANT GROUP INC 63 1,496 DELEK GROUP LTD 7 1,769 DELEK US HLDGS INC COM 249 6,793 DELHAIZE GROUP 176 12,870 DELPHI AUTOMOTIVE PLC 17,900 1,301,688 DELTA AIR LINES INC DEL 3,560 175,116 DELTA LLOYD NV 339 7,460 DELTIC TIMBER CORP 49 3,352 DELUXE CORPORATION 223 13,882 DEMAND MEDIA INC 31 190 DEMANDWARE INC 126 7,250 DENBURY RESOURCES INC COM NEW 1,472 11,967 DENNY'S CORP 367 3,784 DENSO CORPORATION JPY50 ORDS 833 39,269 DENTSPLY INTERNATIONAL INC 600 31,962 DENTSU INC 370 15,708 DEPOMED INC 251 4,044 DERMA SCIENCES INC 82 763 DESTINATION MATERNITY CORP 64 1,021 DESTINATION XL GROUP INC 224 1,223 DEUTSCHE ANNINGTON IMMOBILIE 419 14,255 DEUTSCHE BANK AG REG 2,364 71,473 DEUTSCHE BOERSE AG 334 23,935 DEUTSCHE LUFTHANSA AG DEMT (REDG) 407 6,811 DEUTSCHE POST AG 1,658 54,261 DEUTSCHE TELEKOM REGISTERED SHS 5,442 87,255 DEUTSCHE WOHNEN AG-BR 490 11,610 DEVON ENERGY CORPORATION 25,925 1,586,869 DEVON ENERGY CORPORATION 1,712 104,792 DEVRY INC DEL 276 13,102 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE DEX MEDIA INC NEW 102 915 DEXCOM INC 310 17,066 DEXUS PROPERTY GROUP 1,570 8,955 DHT MARITIME INC 291 2,127 DIAGEO PLC 28 101/108P SHRS 4,306 124,111 DIAGEO PLC SPNSRD ADR NEW 8,925 1,018,253 DIAMOND FOODS INC 91 2,569 DIAMOND HILL INVT GROUP INC 15 2,071 DIAMOND OFFSHORE DRILLING INC 302 11,086 DIAMOND RESORTS INTL INC 148 4,129 DIAMONDBACK ENERGY INC 160 9,565 DIAMONDROCK HOSPITALITY CO 858 12,758 DICE HLDGS INC 242 2,422 DICKS SPORTING GOODS INC 416 20,654 DIEBOLD INC 279 9,665 DIGI INTL INC 166 1,542 DIGIMARC CORP NEW 37 1,005 DIGITAL REALTY TRUST INC 570 37,791 DIGITAL RIVER INC 148 3,660 DIGITALGLOBE INC 327 10,127 DILLARDS INC 100 12,518 DIME CMNTY BANCORP INC 167 2,719 DINEEQUITY INC 73 7,566 DIODES INC 159 4,384 DIPLOMAT PHARMACY INC 64 1,752 DIRECT LINE INSURANCE GROUP 2,641 11,996 D I R E CTV 1,968 170,626 DISCOVER FINL SVCS 25,300 1,656,897 DISCOVER FINL SVCS 1,962 128,491 DISCOVERY COMMUNICATIONS INC NEW SER A 965 33,244 DISCOVERY COMMUNICATIONS INC NEW SER C 965 32,540 DISH NETWORK CORP A 892 65,018 DISNEY WALT CO 7,259 683,725 DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION SA 1,089 7,415 DK UIL CO LTD 11,800 140,636 DNB ASA 1,694 25,012 DOCDATA N V 7,700 184,443 DOLBY LABORATORIES INC CL A 198 8,538 DOLLAR GEN CORP NEW 1,298 91,769 DOLLAR TREE INC 871 61,301 DOLLARAMA INC 222 11,385 DOMINION RESOURCES INC 2,436 187,328 DOMINOS PIZZA INC 237 22,318 DOMTAR CORP 290 11,664 DON QUIJOTE HOLDINGS CO LTD 96 6,686 DONALDSON INC 614 23,719 DONEGAL GROUP INC CL A 44 703 DONG-A PHARMACEUTICAL CO 600 66,324 DORMAN PRODS INC 111 5,358 DOT HILL SYSTEMS CORP 251 1,109 DOUGLAS DYNAMICS INC 111 2,379 DOUGLAS EMMETT INC 601 17,068 DOVER CORP 696 49,917 DOW CHEMICAL CO 5,056 230,604 DOWNER EDI LIMITED 26,000 100,428 DR PEPPER SNAPPLE GROUP 824 59,064 DR HOENLE AG 7,600 155,561 DRAEGERWERK AG & CO KGAA 1,400 142,085 DREAMWORKS ANIMATION SKG A 324 7,235 DRESSER-RAND GROUP INC 321 26,258 DREW INDS INC 101 5,158 DRIL-QUIP INC 171 13,121 DSP GROUP INC 132 1,435 DST SYSTEMS INC 129 12,145 DSV AS 303 9,267 DSW INC COMMON STOCK CL A 312 11,638 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE DTE ENERGY CO 741 64,000 DTS CORP 7,300 157,027 DTS INC 71 2,183 DU PONT E I DE NEMOURS & CO 3,856 285,113 DUCOMMUN INC 63 1,593 DUKE ENERGY CORP NEW 2,960 247,278 DUKE REALTY CORP 1,347 27,209 DUN & BRADSTREET CORP 157 18,991 DUNKIN BRANDS GROUP INC 449 19,150 DUPONT FABROS TECHNOLOGY INC 274 9,108 DURATA THERAPEUTICS IN 78 1,844 DURO FELGUERA SA 34,300 139,045 DXP ENTERPRISES INC 41 2,072 DYAX CORP 591 8,309 DYCOM INDS INC 147 5,158 DYNAMIC MATLS CORP 87 1,394 DYNAVAX TECHNOLOGIES CORP 100 1,686 DYNEGY INC NEW DEL 515 15,630 DYNEX CAP INC 231 1,906 E TRADE 1,201 29,130 E ON AG (EUR) 3,430 58,917 E2OPEN INC 88 846 E2V TECHNOLOGIES PLC 50,000 135,070 EAGLE BANCORP INC MD 94 3,339 EAGLE MATERIALS INC 208 15,814 EARTHLINK HLDGS CORP 434 1,905 EAST JAPAN RAILWAY 573 43,600 EAST WEST BANCORP INC 590 22,839 EASTGROUP PPTYS INC 132 8,358 EASTMAN CHEMICAL CO 628 47,640 EASTMAN KODAK CO 74 1,607 EASYJET PLC 280 7,295 EATON CORP PLC 1,995 135,580 EATON VANCE CORP NON VTG COM 506 20,711 EBAY INC 15,402 864,360 EBAY INC 5,305 297,717 EBIX INC 172 2,922 ECHO GLOBAL LOGISTICS INC 106 3,095 ECHOSTAR HOLDING CORP A 178 9,345 ECKERT & ZIEGLER STRAHLEN UN 4,100 94,166 ECLIPSE RES CORP 127 893 ECOLAB INC 1,106 115,599 EDENRED 359 9,972 EDISON INTERNATIONAL 1,364 89,315 EDUCATION RLTY TR INC 168 6,147 EDWARDS LIFESCIENCES CORP 441 56,175 EGANAGOLDPFEIL HLDG LTD ADR 7 178 EGI FINL HLDGS INC 10,300 117,029 EHEALTH INC COM 81 2,019 EISAI CO JPY 50 ORDS 432 16,834 EL PASO ELECTRIC CO 176 7,051 ELBIT SYSTEMS LTD 4,200 256,871 ELDORADO GOLD CORP 1,267 7,745 ELECOM CO LTD 8,800 176,448 ELECTRIC POWER DEVELOPMENT C 206 7,010 ELECTRICITE DE FRANCE EDF ACT 414 11,435 ELECTRO RENT CORP 79 1,109 ELECTRO SCIENTIFIC INDS INC 148 1,148 ELECTROLUX AB SER B FREE SEK25 412 12,042 ELECTRONIC ARTS 1,320 62,060 ELECTRONICS FOR IMAGING INC 205 8,780 ELEKTA AB-B SHS 652 6,638 ELISA COMMUNICATIONS OYJ-A 5 248 6,785 ELIZABETH ARDEN INC 108 2,310 ELLIE MAE INC 135 5,443 ELLIS PERRY INTL INC 80 2,074 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE EMC CORP 8,570 254,872 EMC INSURANCE GROUP 26 922 EMCOR GROUP INC 294 13,080 EMECO HOLDING LTD 192,600 22,862 EMERALD OIL INC 218 262 EMERGENT BIOSOLUTIONS INC 121 3,295 EMERSON ELECTRIC ELEC CO 11,525 711,438 EMERSON ELECTRIC ELEC CO 2,953 182,289 EMPIRE CO LTD A 97 7,338 EMPIRE CO LTD A 3,400 257,206 EMPIRE DIST ELEC CO 189 5,621 EMPIRE ST RLTY TR INC 364 6,399 EMPLOYERS HLDGS INC 130 3,056 EMS-CHEMIE HOLDING AG-REG 14 5,689 EMULEX CORP NEW 357 2,024 ENAGAS 357 11,312 ENANTA PHARMACEUTICALS INC 43 2,187 ENBRIDGE INC 1,447 74,379 ENCANA CORP 1,285 17,940 ENCORE CAPITAL GROUP INC 110 4,884 ENCORE WIRE CORP 91 3,397 ENDO INTERNATIONAL PLC 640 46,157 ENDOCYTE INC 191 1,201 ENDOLOGIX INC 278 4,251 ENDURANCE INTL GROUP HLDGS INC 96 1,769 ENDURANCE SPECIALITY HOLDINGS 189 11,310 ENEL GREEN POWER SPA 3,096 6,496 ENEL SPA 11,283 50,463 ENERGEN CORP 302 19,256 ENERGIAS DE PORTUGAL SA 3,969 15,455 ENERGIZER HOLDINGS INC 260 33,426 ENERGY RECOVERY INC 264 1,391 ENERGY XXI BERMUDA LTD 384 1,252 ENERNOC INC 110 1,700 ENERPLUS CORP 357 3,449 ENERSYS 211 13,023 ENGILITY HLDGS INC 87 3,724 ENI SPA 4,360 76,554 ENNIS INC 139 1,872 ENOVA INTL INC -W/I 115 2,560 ENPHASE ENERGY INC 95 1,358 ENPRO INDUSTRIES INC 92 5,774 ENSIGN ENERGY SVCS INC COMMON STOCK 12,900 113,185 ENSIGN GROUP INC 86 3,818 ENSTAR GROUP LTD 35 5,351 ENTEGRIS INC 612 8,085 ENTERCOM COMMUNICATIONS CORP CL A 136 1,654 ENTERGY CORP NEW 746 65,260 ENTERPRISE BANCORP INC MASS 52 1,313 ENTERPRISE FINL SVCS CORP 95 1,874 ENTRAVISION COMMUNICATIONS CORP CL A 283 1,834 ENTROPIC COMMUNICATIONS INC 469 1,187 ENVESTNET INC 142 6,978 ENVISION HEALTHCARE HLDGS INC 341 11,829 EOG RESOURCES INC 2,295 211,301 EP ENERGY CORP 156 1,629 EPAM SYS INC 149 7,115 EPIQ SYSTEMS INC 168 2,869 EPIZYME INC 35 660 EPLUS INC 22 1,665 EPR PPTYS 226 13,024 EQT CORP 630 47,691 EQUIFAX INC 13,000 1,051,310 EQUIFAX INC 504 40,758 EQUINIX INC COM NEW 222 50,334 EQUITY COMWLTH 519 13,323 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line lob - CORPORATE STOCK SHARES MARKET VALUE EQUITY LIFESTYLE PROPERTIES 366 18,867 EQUITY ONE INC 266 6,746 EQUITY RESIDENTIAL 1,508 108,335 ERA GROUP INC 84 1,777 ERICSSON LM TELEFON SEK1 0 SER B 5,216 62,866 ERIE INDEMNITY COMPANY CL A 109 9,894 EROS INTERNATIONAL PLC 93 1,968 ERSTE GROUP BANK AG 491 11,428 ESB FINL CORP 66 1,250 ESCO TECHNOLOGIES INC 117 4,317 ESSENT GROUP LTD 174 4,474 ESSEX PROPERTY TRUST INC 261 53,923 ESSILOR INTERNATIONAL 353 39,589 ESSO STE ANONYME FRANCAISE 700 27,055 ESTERLINE TECHNOLOGIES CORP 137 15,026 ETHAN ALLEN INTERIORS INC 104 3,221 EURAZEO 66 4,649 EUROKAI KGAA-PREF 3,700 135,662 EUROMICRON AG 4,810 66,295 EURONET SVCS INC 219 12,023 EUROPEAN AERONAUTIC DEFENCE 1,008 50,437 EUTELSAT COMMUNICATIONS 271 8,787 EVERBANK FINL CORP 356 6,785 EVERCORE PARTNERS INC 138 7,227 EVEREST RE GROUP LTD 198 33,719 EVERTEC INC 276 6,108 EVINE LIVE INC 234 1,542 EVOLUTION PETE CORP 101 750 EXACT SCIENCES CORP 312 8,561 EXACTECH INC 55 1,296 EXAMWORKS GROUP INC 134 5,573 EXAR CORP 161 1,642 EXCEL TR INC 212 2,839 EXCO RESOURCES INC 811 1,760 EXELIS INC 826 14,480 EXELIXIS INC 863 1,243 EXELON CORPORATION 3,609 133,822 EXLSERVICE HLDGS INC 145 4,163 EXONE CO 36 605 EXOR SPA 174 7,167 EXPEDIA INC DEL 424 36,193 EXPEDITORS INTERNATIONAL 828 36,937 EXPERIAN PLC 1,698 28,806 EXPONENT INC 58 4,785 EXPRESS INC 375 5,509 EXPRESS SCRIPTS HLDG CO 3,072 260,106 EXTERRAN HLDGS INC 252 8,210 EXTRA SPACE STORAGE INC 485 28,440 EXTREME NETWORKS INC 413 1,458 EXXON MOBIL CORPORATION 17,978 1,662,066 EZCORP INC CL A NON VTG 215 2,526 F N B CORP PA 660 8,791 F5 NETWORKS INC 314 40,966 FABRINET 134 2,377 FACEBOOK INC 29,920 2,334,358 FACEBOOK INC 8,276 645,694 FACTSET RESEARCH SYSTEMS INC 177 24,913 FAIR ISSAC CORP 134 9,688 FAIRCHILD SEMICONDUCTOR INTERNATIONAL INC 558 9,419 FAIRFAX FINANCIAL HOLDINGS LTD 35 18,396 FAIRFAX FINANCIAL HOLDINGS LTD 7,110 3,737,042 FAIRPOINT COMMUNICATIONS INC 110 1,563 FAIRPOINT GROUP PLC 58,700 108,460 FAIRWAY GROUP HLDGS CORP 93 293 FAMILY DOLLAR STORES 403 31,922 FAMILYMART JPY50 ORD 103 3,909 • 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE FANUC CORPORATION 328 54,564 FAR EAST CONSORTIUM INTERNAT 425,000 164,943 FARMER BROS CO 24 707 FARO TECHNOLOGIES INC 75 4,701 FAST RETAILING CO LTD JPY 90 33,059 FASTENAL CO 1,242 59,070 FBD HOLDINGS PLC 9,800 140,230 FBL FINL GROUP INC CL A 37 2,147 FBR CAP MKTS CORP 33 811 FEDERAL AGRIC MTG CORP CL C 58 1,760 FEDERAL MOGUL CORP 83 1,335 FEDERAL RLTY INVT TR SH BEN INT NEW 281 37,502 FEDERAL SIGNAL CORP 276 4,261 FEDERATED INVESTORS INC CL B 407 13,403 FEDERATED NATL HLDG CO 57 1,377 FEDERATION CENTRES 2,526 5,933 FEDEX CORP 1,237 214,817 FEI COMPANY 183 16,534 FELCOR LODGING TRUST INC REIT 552 5,973 FEMALE HEALTH CO 130 510 FERRO CORP 322 4,173 FERROVIAL SA 725 14,410 FIAT CHRYSLER AUTOMOBILES NV 1,501 17,437 FIBROGEN INC 38 1,039 FIDEA HOLDINGS CO LTD 50,400 92,479 FIDELITY & GTY LIFE 47 1,141 FIDELITY NATIONAL FINANCIAL INC 1,150 39,618 FIDELITY NATIONAL FINANCIAL INC 383 6,028 FIDELITY NATL INFORMATION SVCS COM 1,204 74,889 FIDELITY SOUTHN CORP NEW 61 983 FIELDS CORP 8,800 109,950 FIESTA RESTAURANT GROUP INC 112 6,810 FIFTH THIRD BANCORP COM 3,571 72,759 FINANCIAL ENGINES INC 214 7,822 FINANCIAL INSTITUTIONS INC 82 2,062 FINISAR CORPORATION 410 7,958 FINISH LINE INC CL A 218 5,300 FINMECCANICA SPA EUR 4 40 COMMON STOCK 716 6,702 FINNING INTERNATIONAL LTD 304 6,627 FIREEYE INC 360 11,369 FIRST AMERN FINL CORP 475 16,103 FIRST BANCORP 375 2,201 FIRST BANCORP INC/ME 57 1,031 FIRST BANCORP NORTH CAROLINA 117 2,161 FIRST BUSEY CORP CL A 397 2,584 FIRST CAP RLTY INC 165 2,658 FIRST CASH FINCL SERVICES INC 128 7,126 FIRST CMNTY BANCSHARES 95 1,565 FIRST COMWLTH FINL CORP PA 433 3,992 FIRST CONN BANCORP INC MD 95 1,550 FIRST DEFIANCE FINL CORP 58 1,975 FIRST FINANCIAL CORP IND 67 2,387 FIRST FINL BANCORP 257 4,778 FIRST FINL BANKSHARES INC 276 8,247 FIRST FINL NORTHWEST INC 99 1,192 FIRST HORIZON NATIONAL CORP 1,059 14,381 FIRST INDUSTRIAL REALTY TRUST 472 9,704 FIRST INTST BANCSYSTEM INC CL A 94 2,615 FIRST LONG IS CORP 67 1,901 FIRST MERCHANTS CORP 168 3,822 FIRST MIDWEST BANCORP INC DEL 332 5,681 FIRST NBC BK HLDG CO 62 2,182 FIRST NIAGARA FINL GROUP INC 1,555 13,109 FIRST PACIFIC CO 4,195 4,160 FIRST POTOMAC REALTY TR 247 3,053 FIRST QUANTUM MINERALS LTD 1,040 14,824 • 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 106 - CORPORATE STOCK SHARES MARKET VALUE FIRST REPUBLIC BANK/SF COM 72,294 3,767,963 FIRST REPUBLIC BANK/SF COM 15,750 820,890 FIRST REPUBLIC BANK/SF COM 579 30,177 FIRST SOLAR INC 307 13,691 FIRST SOURCE CORP 79 2,710 FIRSTENERGY CORP 1,751 68,271 FIRSTMERIT CORPORATION 728 13,752 FISCHER (GEORG)AG CHF100 REGO 300 189,906 FISERV INC 1,053 74,731 FIVE BELOW INC 228 9,309 FIVE PRIME THERAPEUTICS INC 72 1,944 FIVE STAR QUALITY CARE 228 946 FLAGSTAR BANCORP INC 118 1,856 FLEETCOR TECHNOLOGIES INC 348 51,751 FLEETMATICS GROUP PLC 156 5,536 FLETCHER BUILDING LTD 1,217 7,895 FLEXSTEEL INDS INC 29 935 FLIGHT CENTRE LIMITED 97 2,589 FLIR SYS INC 598 19,321 FLOTEK INDS INC DEL 211 3,952 FLOWERS FOODS INC 751 14,412 FLOWSERVE CORP 576 34,462 FLUIDIGM CORP DEL 130 4,385 FLUOR CORP 682 41,350 FLUSHING FINANCIAL CORP 165 3,345 FMC CORP - NEW 570 32,507 FMC TECHNOLOGIES INC 993 46,512 FNM SPA 198,600 133,976 FONCIERE DES REGIONS 49 4,554 FOOT LOCKER INC 610 34,270 FORD MOTOR CO 16,282 252,371 FOREST CITY ENTERPRISES INC CL A 693 14,761 FORESTAR REAL ESTATE GROUP INC 185 2,849 FORMFACTOR INC 227 1,952 FORRESTER RESH INC 55 2,165 FORTESCUE METALS GROUP LTD 2,754 6,059 FORTINET INC 596 18,273 FORTIS INC 470 15,809 FORTUM OYJ 761 16,548 FORTUNE BRANDS HOME & SEC INC 691 31,282 FORUM ENERGY TECHNOLOGIES INC 250 5,183 FORWARD AIR CORP 133 6,699 FOSSIL GROUP INC 202 22,369 FOSTER LB CO CL A 42 2,040 FOSTER WHEELER AG 419 11,531 FOUNDATION MEDICINE INC 58 1,289 FOX CHASE BANCORP INC NEW 72 1,200 FRANCESCAS HLDGS CORP 195 3,257 FRANCO-NEVADA CORPORATION 270 13,336 FRANKLIN COVEY CO 54 1,045 FRANKLIN ELEC INC 208 7,806 FRANKLIN FINL CORP VA COM 42 890 FRANKLIN RES INC 1,669 92,413 FRANKLIN STR PPTYS CORP COMMON STOCK 398 4,883 FRANK'S INTERNATIONAL NV 153 2,544 FRAPORT AG 65 3,779 FRED OLSEN ENERGY ASA 6,400 58,173 FREDS INC CL A 163 2,838 FREENETAG 13,600 389,951 FREEPORT-MCMORAN COPPER & GOLD B 4,362 101,896 FREESCALE SEMICONDUCTOR HOLD 442 11,152 FREIGHTCAR AMER INC 50 1,316 FRESENIUS MEDICAL CARE AG AND KGAA 375 28,066 FRESENIUS SE & CO KGAA 654 34,157 FRESH DEL MONTE PRODUCE INC 168 5,636 FRESH MKT INC 180 7,416 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE FRESNILLO PLC 389 4,646 FRIENDS LIFE GROUP LIMITED 2,430 13,875 FRONTIER COMMUNICATIONS CORP 4,178 27,867 FRONTLINE LTD ORD SHARES 338 848 FRP HLDGS INC 39 1,529 FTD COS INC 78 2,716 FTI CONSULTING INC 177 6,838 FUCHS PETROLUB AG - PFD 124 4,996 FUEL SYS SOLUTIONS INC 109 1,192 FUELCELL ENERGY INC 835 1,286 FUJI ELECTRIC COMPANY 990 3,997 FUJI HEAVY INDUSTRY Y50 1,006 36,080 FUJI PHARMA CO LTD 12,200 215,519 FUJIFILM HOLDINGS CORP 803 24,788 FUJITSU LTD ORD 3,231 17,363 FUKUDA DENSHI CO LTD 3,200 162,275 FUKUOKA FINANCIAL GROUP INC 1,369 7,136 FULLER H B CO 221 9,841 FULTON FINL CORP PA 857 10,593 FURMANITE CORP 157 1,228 FUTURE BRIGHT HOLDINGS LTD 402,000 125,987 FUTUREFUEL CORP COM 122 1,588 FUYO GENERAL LEASE CO LTD 3,800 132,641 FX ENERGY INC 344 533 FXCM INC 154 2,552 G & K SVCS INC CL A 86 6,093 G4S PLC 2,659 11,522 GAIN CAP HLDGS INC 67 604 GALAXY ENTERTAINMENT GROUP L 4,000 22,515 GALENA BIOPHARMA 499 753 GALLAGHER ARTHUR J & CO 24,200 1,139,336 GALLAGHER ARTHUR J & CO 659 31,026 GALLIFORD TRY PLC 13,300 267,105 GALP ENERGIA SGPS SA B /EUR/ 678 6,917 GAMCO INVS INC 26 2,312 GAMESTOP CORP NEW CL A 454 15,345 GAMING & LEISURE PPTYS INC 354 10,386 GANNETT INC 958 30,589 GAP INC 1,050 44,216 GARMIN LTD 513 27,102 GARTNER INC CL A 377 31,747 GAS NATURAL SDG SA 600 15,109 GASLOG LTD 176 3,582 GASTAR EXPL INC NEW 234 564 GATX CORP 205 11,796 GDF SUEZ 2,481 58,333 GEA GROUP AG 313 13,862 GEBERIT AG REG 64 21,796 GECINA SA 49 6,137 GEMALTO NV 135 11,097 GENCORP INC 267 4,886 GENERAC HLDGS INC 289 13,514 GENERAL CABLE CORP 218 3,248 GENERAL COMMUNICATION CL A 188 2,585 GENERAL DYNAMICS CORP 1,286 176,979 GENERAL ELECTRIC CO 41,980 1,060,835 GENERAL GROWTH PPTYS INC NEW COM 2,346 65,993 GENERAL MILLS INC 2,585 137,858 GENERAL MTRS CO 6,713 234,351 GENESCO INC 105 8,045 GENESEE & WYOMING INC CL A 219 19,692 GENMARK DIAGNOSTICS INC 174 2,368 GENOMIC HEALTH INC 41,830 1,337,305 GENOMIC HEALTH INC 70 2,238 GENPACT LTD 669 12,664 GENTEX CORP 605 21,859 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line lob - CORPORATE STOCK SHARES MARKET VALUE GENTHERM INC 148 5,420 GENTING SINGAPORE PLC 10,818 8,817 GENTIVA HEALTH SERVICES 132 2,515 GENUINE PARTS CO 10,250 1,092,343 GENUINE PARTS CO 649 69,164 GENWORTH FINL INC CL A 2,065 17,553 GEO GROUP INC NEW 314 12,673 GEOSPACE TECHNOLOGIES CORP 57 1,511 GERMAN AMERN BANCORP 53 1,618 GERON CORP 580 1,885 GETING AB-B SHS 354 8,040 GETTY REALTY NEW 136 2,477 GFI GROUP INC 464 2,529 GIBRALTAR INDUSTRIES INC 170 2,764 GIGAMON INC 46 816 G-III APPAREL GROUP LTD 74 7,475 GILDAN ACTIVEWEAR 204 11,556 GILEAD SCIENCES INC 6,429 605,998 GIVAUDAN-REG (CHF) 15 27,067 GJENSIDIGE FORSIKRING ASA 353 5,744 GKN PLC 2,813 15,088 GLACIER BANCORP INC NEW COM 316 8,775 GLADSTONE COML CORP COMMON STOCK 65 1,116 GLATFELTER 190 4,858 GLAXOSMITHKLINE PLC 8,313 176,651 GLENCORE PLC 18,199 84,789 GLIMCHER REALTY TRUST 634 8,711 GLOBAL BRASS & COPPER HLDGS INC 48 632 GLOBAL CASH ACCESS HLDGS INC 294 2,102 GLOBAL EAGLE ENTMT INC 128 1,742 GLOBAL INDEMNITY PLC 56 1,589 GLOBAL LOGISTIC PROPERTIES L 5,474 10,245 GLOBAL PAYMENTS INC 285 23,008 GLOBAL POWER EQUIPMENT GROUP 71 981 GLOBAL SOURCES LIMITED 117 744 GLOBALSTAR INC 1,155 3,176 GLOBE SPECIALTY METALS INC 285 4,911 GLOBUS MED INC 241 5,729 GLU MOBILE INC 284 1,108 GNC HLDGS INC 381 17,892 GOGO INC 235 3,885 GOLAR LNG LTD 192 7,002 GOLD RESOURCE CORP 170 575 GOLDCORP INC 1,410 26,185 GOLDEN AGRI-RESOURCES LTD 12,493 4,336 GOLDMAN SACHS GROUP INC 6,025 1,167,826 GOLDMAN SACHS GROUP INC 1,872 362,850 GOODMAN GROUP 3,041 14,160 GOODRICH PETROLEUM CORP 138 613 GOODYEAR TIRE & RUBBER CO 1,156 33,027 GOOGLE INC CL A 1,000 530,660 GOOGLE INC CL A 1,175 623,526 GOOGLE INC CL C 1,580 831,712 GOOGLE INC CL C 1,188 625,363 GOPRO INC CLASS A 85 5,374 GORMAN RUPP CO 101 3,244 GOVERNMENT PPTYS INCOME TR 242 5,568 GP STRATEGIES CORP 61 2,070 GPT GROUP 2,889 10,284 GRACE WR & CO 318 30,334 GRACO INC 258 20,686 GRAFTECH INTERNATIONAL LTD 517 2,616 GRAHAM CORP 53 1,525 GRAHAM HLDGS CO 14 12,092 GRAINGER W W INC 246 62,703 GRAMERCY PPTY TR INC 781 5,389 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF , INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line lob - CORPORATE STOCK SHARES MARKET VALUE GRAND CANYON ED INC 199 9,285 GRANITE CONSTRUCTION INC 172 6,539 GRAPHIC PACKAGING HOLDING CORP 1,375 18,728 GRAY TELEVISION INC 212 2,374 GREAT LAKES DREDGE & DOCK CORP N 315 2,696 GREAT PLAINS ENERGY INC 675 19,177 GREAT SOUTHERN BANCORP INC 66 2,618 GREAT WESTN BANCORP INC 77 1,755 GREATBATCH INC 106 5,226 GREAT-WEST LIFECO INC 513 14,877 GREEN DOT CORP CL A 145 2,971 GREEN PLAINS RENEWABLE ENERGY IN 157 3,890 GREENBRIER CORP 108 5,803 GREENHILL & CO INC 124 5,406 GREENLIGHT CAPITAL RE LTD - A 118 3,853 GREIF INC CL A 138 6,518 GRIFFON CORPORATION 172 2,288 GRIFOLS SA 255 10,220 GROUP 1 AUTOMOTIVE INC 96 8,604 GROUPE BRUXELLES LAMBERT SA 138 11,815 GROUPE EUROTUNNEL SA REGR 823 10,656 GROUPE GULLIN 700 132,802 GROUPON INC 2,014 16,636 GRUBHUB INC 37 1,344 GSI GROUP INC CDA NEW 169 2,488 GUANGNAN HOLDINGS 540,000 73,818 GUARANTY BANCORP 81 1,170 GUERBET 2,800 115,539 GUESS INC 260 5,481 GUIDANCE SOFTWARE INC 70 508 GUIDEWIRE SOFTWARE INC 285 14,430 GULF IS FABRICATION INC 76 1,474 GULFMARK OFFSHORE INC 118 2,882 GULFPORT ENERGY CORP 356 14,859 GUNGHO ONLINE ENTERTAINMENT 709 2,608 GUNMA BANK LTD 672 4,400 H & E EQUIP SVCS INC 132 3,708 H&R REAL ESTATE INVT TR / H&R Fl 233 4,371 HACHIJUNI BANK LTD/THE 737 4,789 HACKETT GROUP INC 135 1,187 HAEMONETICS CORP MASS 224 8,382 HAIN CELESTIAL GROUP INC 420 24,482 HAKUHODO DY HOLDINGS INC 412 3,986 HAKUTO CO LTD 9,700 96,519 HALCON RES CORP 970 1,727 HALLADOR ENERGY COMPANY 29 319 HALLIBURTON CO 16,450 646,979 HALLIBURTON CO 3,546 139,464 HALLMARK FINL SVCS INC 124 1,499 HALOZYME THERAPEUTICS INC 393 3,792 HALYARD HEALTH INC 198 9,003 HAMAMATSU PHOTONICS KK 125 6,026 HAMMERSON PLC 1,344 12,679 HANCOCK HLDG CO 372 11,420 HANDY & HARMAN LTD 32 1,473 HANESBRANDS INC 412 45,987 HANG LUNG PROPERTIES LTD 3,962 11,112 HANG SENG BANK LTD HKDS ORDS 1,326 22,092 HANGER ORTHOPEDIC GROUP INC 153 3,351 HANKYU HANSHIN HOLDINGS INC 1,961 10,615 HANMI FINANCIAL CORP 140 3,053 HANNON ARMSTRONG SUSTAINABLE INF 88 1,252 HANNOVER RUECKVERSICHERUNG SE 106 9,616 HANOVER INS GROUP INC 193 13,765 HARBINGER GROUP INC 349 4,942 HARGREAVES LANSDOWN PLC 417 6,580 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line lob - CORPORATE STOCK SHARES MARKET VALUE HARLEY DAVIDSON INC 56,639 3,733,076 HARLEY DAVIDSON INC 914 60,242 HARMAN INTL INDS INC NEW 284 30,306 HARMONIC INC 448 3,140 HARRIS CORP DEL 458 32,894 HARSCO CORP 354 6,687 HARTE-HANKS INC 237 1,834 HARTFORD FINL SVCS GROUP INC 1,882 78,461 HARVEY NORMAN HOLDINGS LTD 939 2,582 HASBRO INC 480 26,395 HATTERAS FINL CORP 434 7,999 HAVERTY FURNITURE COS INC 83 1,827 HAWAIIAN ELECTRIC INDS INC 432 14,463 HAWAIIAN HLDGS INC 188 4,897 HAWAIIAN TELCOM HOLDCO INC 54 1,489 HAWKINS INC 39 1,690 HAYNES INTL INC 51 2,474 HCA HLDGS INC COM 1,373 100,764 HCC INS HLDGS INC 423 22,639 HCl GROUP INC 56 2,421 HCP INC 1,903 83,789 HD SUPPLY HLDGS INC 446 13,153 HEADWATERS INC 323 4,842 HEALTH CARE REIT INC 1,367 103,441 HEALTH NET INC 348 18,628 HEALTHCARE REALTY TRUST INC 421 11,502 HEALTHCARE SVCS GROUP INC 300 9,279 HEALTHCARE TR AMER INC - CL A 499 13,443 HEALTHEQUITY INC 43 1,094 HEALTHSCOPE LTD 1,929 4,294 HEALTHSOUTH CORP 383 14,730 HEALTHSTREAM INC 84 2,476 HEALTH WAYS INC COM 152 3,022 HEARTLAND EXPRESS INC 203 5,483 HEARTLAND FINANCIAL USA INC 79 2,141 HEARTLAND NEW ZEALAND LTD 197,400 174,344 HEARTLAND PMT SYS INC 159 8,578 HEARTWARE INTL INC 71 5,214 HECLA MINING CO 1,480 4,129 HEICO CORP NEW 291 17,576 HEIDELBERGCEMENTAG 241 17,151 HEIDRICK & STRUGGLES INTL 80 1,844 HEINEKEN HOLDINGS 172 10,808 HEINEKEN NV 394 28,106 HELEN OF TROY LTD 120 7,807 HELIX ENERGY SOLUTIONS GROUP INC 465 10,091 HELMERICH & PAYNE INC 10,950 738,249 HELMERICH & PAYNE INC 397 26,766 HELVETIA HOLDING AG-REG 513 244,716 HEMISPHERE MEDIA GROUP INC 51 688 HENDERSON LAND DEVP CO HKD2 ORDS 1,829 12,807 HENKEL KGAA 200 19,468 HENKEL KGAA NON VTG PREF DEM5 SH 308 33,327 HENNES & MAURITZ AB SER B SEK5 1,627 67,672 HENRY JACK & ASSOC INC 363 22,557 HERBALIFE LTD 319 12,026 HERCULES OFFSHORE INC 672 672 HERITAGE COMMERCE CORP 87 768 HERITAGE FINL CORP WASH 122 2,141 HERITAGE OAKS BANCORP 120 1,007 HERITAGE-CRYSTAL CLEAN INC 42 518 HERSHA HOSPITALITY TR REIT 897 6,306 HERSHEY CO COMMON STOCK 628 65,268 HERTZ GLOBAL HLDGS INC 1,883 46,962 HESS CORP COM 1,169 86,296 HEWLETT PACKARD CO 7,933 318,351 i 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE HEXAGON AB-B SHS 437 13,438 HEXCEL CORP NEW 422 17,509 HFF INC 147 5,280 HHGREGG INC 101 765 HI -P INTERNATIONAL LTD 159,300 87,758 HIBBETT SPORTS INC 114 5,521 HIGH ARCTIC ENERGY SVCS INC 28,400 94,402 HIGHER ONE HLDGS INC 183 770 HIGHWOODS PROPERTIES INC 394 17,446 HIKARI TSUSHIN INC 29 1,780 HILLENBRAND INC 241 8,315 HILL-ROM HOLDINGS INC 239 10,903 HILLS LTD 43,400 41,911 HILLTOP HLDGS INC 272 5,426 HILTON WORLDWIDE HLDGS INC 570 14,871 HINO MTRS LTD 457 6,110 HIROSE ELECTRIC JPY50 53 6,224 HIROSHIMA BANK LTD/THE 885 4,252 HISAMITSU PHARMACEUTICAL CO 97 3,066 HITACHI CHEMICAL CO LTD 184 3,290 HITACHI CONSTRUCTION MACHINE 190 4,070 HITACHI HIGH-TECHNOLOGIES 109 3,182 HITACHI LTD JPY50 ORDS 8,285 62,240 HITACHI METALS LTD 377 6,484 HKT TRUST AND HKT LTD 4,596 5,986 HMS HLDGS CORP 385 8,139 HNI CORP 199 10,161 HNZ GROUP INC 4,200 74,989 HOKUGIN FINANCIAL GROUP INC 2,032 4,135 HOKURIKU ELECTRIC POWER 297 3,815 HOLCIM LTD-REG 392 28,148 HOLLYFRONTIER CORP 850 31,858 HOLOGIC INC 1,011 27,034 HOME BANCSHARES INC 198 6,368 HOME DEPOT INC 33,200 3,485,004 HOME DEPOT INC 5,725 600,953 HOME LOAN SERVICING SOLUTION 312 6,090 HOME PROPERTIES INC 249 16,334 HOME RETAIL GROUP 49,600 160,476 HOMEAWAY INC 393 11,704 HOMESTREET INC 58 1,010 HOMETRUST BANCSHARES INC 113 1,883 HONDA MTR JPY ORD 2,794 82,169 HONEYWELL INTERNATIONAL INC 34,200 3,417,264 HONEYWELL INTERNATIONAL INC 3,278 327,538 HONG KONG EXCHANGE AND CLEARING 1,900 41,990 HONK KONG & CHINA GAS CO LTD HKD 25 10,942 25,059 HORACE MANN EDUCATORS CORP NEW 175 5,807 HORIZON BANCORP IND COM 52 1,359 HORIZON NORTH LOGISTICS INC 28,800 65,644 HORIZON PHARMA PLC 254 3,274 HORMEL FOODS CORP 561 29,228 HORNBACH BAUMARKT AG 4,200 153,589 HORNBACH HOLDING AG-PRFD 1,800 154,801 HORNBECK OFFSHORE SERVICES 157 3,920 HORSEHEAD HLDG CORP 233 3,688 HOSPIRA INC 693 42,446 HOSPITALITY PROPERTIES TRUST 626 19,406 HOST HOTELS & RESORTS INC 3,168 75,303 HOUGHTON MIFFLIN HARCOURT CO 458 9,485 HOUSTON WIRE & CABLE CO 116 1,386 HOVNANIAN ENTERPRISES INC CL A 477 1,970 HOWARD HUGHES CORP COM 165 21,519 HOYA CO 729 24,960 HSBC HOLDINGS PLC 32,825 307,078 HSN INC 148 11,248 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE HUB GROUP INC CL A 163 6,207 HUBBELL INC CL B 248 26,494 HUDSON CITY BANCORP INC 2,228 22,547 HUDSON PAC PPTYS INC 240 7,214 HUDSON VY HLDG CORP 61 1,657 HUEGLI HOLDING AG - BR 139 101,209 HUGO BOSS AG - ORD 72 8,861 HULIC CO LTD 419 4,232 HUMANA INC 648 93,072 HUNTINGTON BANCSHARES INC 3,512 36,946 HUNTINGTON INGALLS INDS INC 211 23,729 HUNTSMAN CORP 815 18,566 HUNTSWORTH PLC 194,000 148,216 HURCO COMPANIES INC 38 1,295 HURON CONSULTING GROUP INC 104 7,113 HUSKY ENERGY INC 590 14,008 HUSOVARNA AB B SHS 714 5,267 HUTCHISON PORT HOLDINGS TR-U 9,970 6,879 HUTCHISON WHAMPOA LTD HKD 25 ORDS 3,654 42,054 HYATT HOTELS CORP CL A 173 10,416 HYPERION THERAPEUTICS INC 50 1,200 HYSAN DEVELOPMENT CO HKD5 ORDS 1,129 5,045 HYSTER-YALE MATLS HANDLING INC 46 3,367 I K K INC 18,900 148,180 IAC / INTERACTIVECORP 314 19,088 IBERDROLA SA 8,649 58,035 IBERIABANK CORP 130 8,431 IBIDEN CO LTD 200 2,983 IBM CORP 3,960 635,342 ICA GRUPPEN AB 132 5,156 ICADE 64 5,142 ICAP PLC 974 6,871 ICF INTL INC 83 3,401 ICONIX BRAND GROUP INC 203 6,859 ICU MED INC 54 4,423 IDACORP INC 220 14,562 IDEMITSU KOSAN CO LTD 155 2,583 IDERA PHARMACEUTICALS INC 252 1,111 IDEX CORP 344 26,777 IDEXX LABORATORIES INC 6,720 996,374 IDEXX LABORATORIES INC 199 29,506 IDT CORP 80 1,625 IGATE CAPITAL CORP 154 6,080 IGI LABORATORIES INC 134 1,179 IGM FINL INC 178 7,117 IGNITE RESTAURANT GROUP INC 43 338 IHS INC COM CL A 284 32,342 IIDA GROUP HOLDINGS CO LTD 285 3,513 II-VI INC 227 3,099 ILIAD SA 44 10,580 ILLINOIS TOOL WORKS INC WKS INC 16,125 1,527,038 ILLINOIS TOOL WORKS INC WKS INC 1,354 128,224 ILLUMINA INC 585 107,979 ILUKA RESOURCES LIMITED 740 3,603 IMETAL FRFSO 60 4,476 IMI PLC 482 9,492 IMMERSION CORP 171 1,619 IMMOFINANZ AG 1,698 4,298 IMMUNOGEN INC 374 2,281 IMMUNOMEDICS INC 432 2,074 IMPAX LABORATORIES INC 300 9,504 IMPERIAL HOLDINGS WARRANTS 04/11/2019 24 1 IMPERIAL OIL LTD 514 22,211 IMPERIAL TOBACCO GROUP PLC 1,640 72,521 IMPERVA INC 89 4,399 IMPLENIAAG 1,200 69,743 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE IMS HEALTH HLDGS INC 314 8,051 INABA DENKI SANGYO CO LTD 3,900 127,024 INABATA & CO LTD 23,700 216,056 INCITEC PIVOT LTD 2,882 7,523 INCONTACT INC 319 2,804 INCYTE CORPORATION 608 44,451 INDEPENDENCE GROUP NL 65,900 238,907 INDEPENDENCE HOLDING CO 72 1,004 INDEPENDENT BANK CORP 95 1,240 INDEPENDENT BK CORP MASS 99 4,238 INDEPENDENT BK GROUP INC 22 859 INDITEX 1,869 53,612 INDIVIOR PLC 1,114 2,595 INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVIES INC 175 6,713 INDUSTRIVARDEN AB-C SHS 280 4,868 INFINEON TECHNOLOGIES AG 1,933 20,689 INFINERA CORP 513 7,551 INFINITY PHARMACEUTICALS INC 212 3,581 INFINITY PROPERTY & CASUALTY 48 3,708 INFOBLOX INC 220 4,446 INFORMATICA CORP 455 17,351 I NFOTEL 4,900 120,011 ING CANADA INC LIMITED V 225 6,644 ING GROEP NV ADR 6,612 86,652 INGERSOLL-RAND PLC 1,135 71,948 INGLES MKTS INC CL A 49 1,817 INGRAM MICRO INC CL A 642 17,745 INGREDION INC 311 26,385 INLAND REAL ESTATE CORP 379 4,150 INMARSAT PLC 749 9,337 INNERWORKINGS INC 265 2,064 INNOCHIPS TECHNOLOGY 8,040 109,721 INNOPHOS HLDGS INC 97 5,670 INNOSPEC INC 104 4,441 INNVEST REAL ESTATE INVT TR 37,000 173,857 INOVIO BIOMEDICAL CORP 252 2,313 INPEX CORPORATION 1,521 17,069 INPHI CORP 142 2,624 INSIGHT ENTERPRISES INC 191 4,945 INSMED INC COM 168 2,599 INSPERITY INC 99 3,355 INSTEEL INDUSTRIES INC 105 2,476 INSULET CORP 234 10,778 INSURANCE AUSTRALIA GROUP LTD 4,067 20,801 INSYS THERAPEUTICS INC NEW 33 1,391 INTEGRA LIFESCIENCES HLDGS 101 5,477 INTEGRATED DEVICE TECHNOLOGY INC 583 11,427 INTEGRATED SILICON SOLUTION INC 125 2,071 INTEGRYS ENERGY GROUP INC 333 25,924 INTEL CORP 71,900 2,609,251 INTEL CORP 20,840 756,284 INTELIQUENT INC 150 2,945 INTELSAT S A 94 1,632 INTER PARFUMS INC 72 1,976 INTER PIPELINE LTD 557 17,283 INTERACTIVE BROKERS GROUP INC 207 6,036 INTERACTIVE INTELLIGENCE GROUP I 68 3,257 INTERCEPT PHARMACEUTICALS INC 52 8,112 INTERCONTINENTAL HOTELS GROUP 409 16,549 INTERCONTINENTALEXCHANGE GROUP I 478 104,821 INTERDIGITAL INC PA 155 8,200 INTERFACE INC CL A 262 4,315 INTERMEDIATE CAPITAL GROUP 49,000 351,531 INTERNAP NETWORK SERVICES 226 1,799 INTERNATIONAL BANCSHARES CORP 236 6,263 INTERNATIONAL CONSOLIDATED A 1,747 13,086 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE INTERNATIONAL FLAVORS 341 34,564 INTERNATIONAL GAME TECHNOLOGY 1,033 17,819 INTERNATIONAL PAPER CO 26,200 1,403,796 INTERNATIONAL PAPER CO 1,819 97,462 INTERNATIONAL RECTIFIER CORP 305 12,170 INTERNATIONAL SHIPHOLDING CORP 33 492 INTERNATIONAL SPEEDWAY CORP CL A 123 3,893 INTERPUBLIC GROUP COS INC 1,794 37,261 INTERSIL CORP CL A 563 8,147 INTERTEK GROUP PLC 285 10,372 INTERVAL LEISURE GROUP INC 174 3,635 INTESA SANPAOLO 19,949 58,467 INTESA SANPAOLO ITL 1M 5HS CONV 1,641 4,091 INTL FCSTONE INC 87 1,790 INTRA-CELLULAR THERAPIES INC 71 1,253 INTRALINKS HLDGS INC 191 2,273 INTREPID POTASH INC 243 3,373 INTREXON CORP 149 4,102 INTU PROPERTIES 1,543 8,036 INTUIT INC 1,194 110,075 INTUITIVE SURGICAL INC 150 79,341 INVACARE CORP 134 2,246 INVENSENSE INC 252 4,098 INVENTURE FOODS INC 84 1,070 INVESCO LTD 1,816 71,768 INVESCO MORTGAGE CAPITAL INC 521 8,055 INVESTEC PLC 964 8,139 INVESTMENT TECHNOLOGY GROUP 156 3,248 INVESTOR AB- B SHS 789 28,695 INVESTORS BANCORP INC NEW 1 ,507 16,916 INVESTORS REAL ESTATE TR 448 3,660 ION GEOPHYSICAL CORP 591 1,625 ION LTD-ADR 3,300 1,650 IPC THE HOSPITALIST CO INC 74 3,396 IPG PHOTONICS CORP 142 10,639 IRIDE SPA 130,000 142,441 IRIDIUM COMMUNICATIONS INC 384 3,744 IROBOT CORP 125 4,340 IRON MOUNTAIN INC 769 29,730 IRONWOOD PHARMACEUTICALS INC CL A 500 7,660 ISETAN MITSKOSHI HLDG 590 7,411 ISHARES MSCI CANADA INDEX FD 853 24,618 (SHARES MSCI EAFE INDEX FD 5,537 336,871 ISHARES S&P MID-CAP ETF 118,100 17,100,880 ISHIKAWAJIMA HARIMA HEAVY INDS 2,336 12,022 ISIS PHARMACEUTICALS 493 30,438 ISLE OF CAPRIS CASINOS INC COM 126 1,055 ISRAEL CHEMICAL LIMITED 788 5,713 ISRAEL CORP LIMITED/THE 4 1,908 ISRAMCO INC 3 414 ISS A/S 159 4,602 ISTAR FINANCIAL INC 376 5,132 ISUZU MOTORS LTD 1,018 12,579 ITC HLDGS CORP 657 26,563 ITOCHU CORP JPYSO ORDS 2,611 28,136 ITOCHU TECHNO-SOLUTIONS CORP 42 1,496 ITRON INC 173 7,316 ITT EDUCATIONAL SERVICES INC 128 1,230 ITT INDS INC 379 15,334 IXIA 251 2,824 IXYS CORP 158 1,991 J & J SNACK FOODS 66 7,179 J FRONT RETAILING CO LTD 426 4,999 J S GROUP CORP 470 10,012 J2 GLOBAL INC 201 12,462 JABIL CIRCUIT INC 890 19,429 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE JACK IN THE BOX INC 176 14,073 JACOBS ENGR GROUP INC 547 24,445 JAKKS PAC INC 163 1,108 JAMBA INC 99 1,494 JAMES HARDIE INDUSTRIES SE 784 8,469 JANUS CAPITAL GROUP INC 655 10,565 JAPAN AIRLINES CO LTD 210 6,306 JAPAN DISPLAY INC 635 1,960 JAPAN PRIME REALTY 1 3,486 JAPAN REAL ESTATE INVESTMENT 2 9,675 JAPAN RETAIL FUND INVESTMENT 4 8,474 JAPAN SYNTHETIC RUBBER JPY ORDS JSR CORPORATION JPYSO ORDS 315 5,454 JAPAN TOBACCO INC JPYS0000 ORDS 1,885 52,323 JARDEN CORP 798 38,208 JARDINE CYCLE & CARRIAGE LTD 188 6,044 JAZZ PHARMACEUTICALS PLC 249 40,769 JB HUNT TRANSPORTATION SERVICES 382 32,184 JC DECAUX SA 117 4,044 JC PENNEY INC 1,280 8,294 IDS UNIPHASE CORP 1,021 14,008 JERONIMO MARTINS 445 4,488 JETBLUE AIRWAYS CORP 1,021 16,193 JFE HOLDINGS INC 842 18,933 JGC CORP Y50 366 7,607 JINRO DISTILLERS CO LTD 4,800 128,827 JIVE SOFTWARE INC 236 1,423 JM SMUCKER COMPANY-NEW 10,750 1,085,535 JM SMUCKER COMPANY-NEW 434 43,825 JOHN BEAN TECHNOLOGIES CORP 122 4,009 JOHNSON & JOHNSON 28,991 3,031,589 JOHNSON & JOHNSON 35,150 3,675,636 JOHNSON & JOHNSON 11,843 1,238,423 JOHNSON CONTROLS 2,794 135,062 JOHNSON MATTHEY PLC 351 18,592 JOHNSON OUTDOORS INC 20 624 JOHNSON SERVICE GROUP PLC 176,235 170,366 J-OIL MILLS INC 46,000 150,015 JONES LANG LASALLE INC 185 27,737 JOURNAL COMMUNICATIONS INC 229 2,617 JOY GLOBAL INC 419 19,492 JOYO BANK 1,187 5,940 JPMORGAN CHASE & CO 51,550 3,225,999 JPMORGAN CHASE & CO 15,844 991,518 JTEKT CORPORATION 363 6,219 JULIUS BAER GROUP LTD 383 17,657 JUNIPER NETWORKS INC 1,810 40,399 JX HOLDINGS INC 3,895 15,262 K+S AG 304 8,430 K12 INC 114 1,353 KABEL DEUTSCHLAND HOLDING AG 39 5,305 KADANT INC 49 2,092 KAISER ALUM CORP 83 5,929 KAJIMA CORP JPY50 ORDS 1,496 6,226 KAKAKU COM INC 260 3,775 KAMAN CORP 120 4,811 KAMIGUMI CO Y50 412 3,697 KANEKA CORP JPY50 ORD 495 2,675 KANSAI ELECTRIC POWER CO 1,206 11,547 KANSAI PAINT CO LTD 410 6,405 KANSAS CITY LIFE INS CO 23 1,105 KANSAS CITY SOUTHERN 461 56,256 KAO CORP Y50 884 35,074 KAPSTONE PAPER & PACKAGING CORP 358 10,493 KAR AUCTION SVCS INC 588 20,374 KARYOPHARM THERAPEUTICS INC 34 1,273 KATE SPADE & CO 527 16,869 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line lob - CORPORATE STOCK SHARES MARKET VALUE KAWASAKI HEAVY IND JPY50 ORD 2,514 11,596 KAWASUMI LABORATORIES INC 14,000 86,876 KAYNE ANDERSON MLP INVESTMEN 35,200 1,343,936 KB HOME 367 6,074 KBC GROUP 434 24,418 KBR INC 649 11,001 KC TECH CO LTD 21,000 153,418 KCG HLDGS INC 189 2,202 KDDI CORPORATION 999 63,634 KEARNY FINL CORP 85 1,169 KEIHAN ELECTRIC RAILWAY CO 873 4,711 KEIKYU CORPORATION 829 6,188 KEIO CORPORATION 1,023 7,449 KEISEI ELECTRIC RAILWAY CO 488 5,995 KELLOGG CO 1,088 71,199 KELLY SERVICES INC CL A 143 2,434 KEMET CORP COM NEW 189 794 KEMPER CORP DEL 209 7,547 KENNAMETAL INC 345 12,348 KENNEDY-WILSON HLDGS INC 291 7,362 KEPPEL CORP LTD 2,491 16,636 KEPPEL LAND LIMITED 1,230 3,175 KERING 129 24,898 KERRY GROUP PLC-1 271 18,715 KERRY PROPERTIES LTD HKD1 ORDS 1,150 4,175 KERYX BIOPHARMACEUTICALS INC 376 5,320 KEURIG GREEN MTN INC 595 78,775 KEY ENERGY SERVICES INC 677 1,131 KEYCORP 3,709 51,555 KEYENCE CO JPY50 ORDS 78 35,007 KEYERA CORP 145 10,149 KEYSIGHT TECHNOLOGIES INC - W/I 701 23,673 KEYW HLDG CORP COM 190 1,972 KFORCE INC 120 2,896 KIKKOMAN CORP 255 6,308 KILROY REALTY CORP 343 23,691 KIMBALL ELECTRONICS INC 102 1,226 KIMBALL INTL INC CL B 136 1,240 KIMBERLY CLARK CORP 7,300 843,442 KIMBERLY CLARK CORP 1,585 183,131 KIMCO RLTY CORP 1,711 43,015 KINDER MORGAN INC DEL COM 36,200 1,531,622 KINDER MORGAN INC DEL COM 5,685 240,532 KINDRED HEALTHCARE INC 240 4,363 KINGBOARD CHEMICALS HOLDINGS 42,000 70,951 KINGFISHER PLC 4,110 21,821 KINNEVIK INVESTMENT AB-B 403 13,143 KINROSS GOLD CORP 2,023 5,694 KINTETSU CORP 3,205 10,612 KIRBY CORP 237 19,135 KIRIN BREWERY CO ADR 1,406 17,224 KIRKLAND'S INC 92 2,175 KITE PHARMA INC 39 2,249 KITE REALTY GROUP TR 136 3,909 KLA-TENCOR CORP 694 48,802 KLEPIERRE 176 7,610 KLX INC 221 9,116 KMG CHEMICALS INC 48 960 KNIGHT TRANSPORTATION INC 261 8,785 KNIGHTSBRIDGE TANKERS LTD ORD ADR 171 775 KNOLL INC 213 4,509 KNOW IT AB 14,000 98,363 KNOWLES CORP 375 8,831 KOBE STEEL LTD 5,367 9,356 KOFAX LTD 312 2,193 KOHLS CORP 873 53,288 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE KOITO MANUFACTURING CO LTD 170 5,253 KOMATSU LTD ORD 1,601 35,840 KONAMI CORP 177 3,277 KONE OYJ-B COMMON STOCK 542 24,805 KONICA CORP ORD 789 8,719 KONINKLIJKE AHOLD NV 1,533 27,371 KONINKLIJKE DSM NV 295 18,077 KONINKLIJKE KON PHILIPS N V 1,639 47,897 KONINKLIJKE KPN NV 5,490 17,459 KONISHI CO LTD 9,000 143,751 KOPIN CORP 446 1,615 KOPPERS HLDGS INC 92 2,390 KORN FERRY INTL NEW 215 6,183 KOSMOS ENERGY LTD 447 3,750 KRAFT FOODS GROUP INC 2,507 157,089 KRATON PERFORMANCE POLYMERS INC 144 2,994 KRATOS DEFENSE & SEC SOLUTIONS 188 944 KRISPY KREME DOUGHNUTS INC 287 5,665 KROGER CO 2,139 137,345 KRONOS WORLDWIDE INC 130 1,693 KSB AG 160 80,930 KTCS CORPORATION 47,830 128,371 KTIX CORP 26,200 82,354 KUBOTA LTD 1,928 28,318 KUEHNE & NAGEL INTL AG-REG 92 12,527 KURARAY CO LTD ORD 609 6,999 KURITA WATER INDUSTRIES JPY50 189 3,977 KURODA ELECTRIC CO LTD 11,000 152,851 KVH INDUSTRIES INC 90 1,139 KYOCERA CORP JPY50 ORD 556 25,765 KYOWA HAKKO KIRIN CO LTD 408 3,866 KYTHERA BIOPHARMACEUTICALS INC 61 2,115 KYUSHU ELEC POWER JPY500 ORDS 755 7,620 L BRANDS INC 1,017 88,021 L-3 COMMUNICATIONS HLDGS INC 362 45,688 LA DORIA SPA 24,400 239,457 LA QUINTA HLDGS INC 186 4,103 LA Z BOY INCORPORATED 230 6,173 LABORATORY CORP OF AMER HLDGS 355 38,305 LACLEDE GROUP INC 22,300 1,186,360 LACLEDE GROUP INC 181 9,629 LADDER CAP CORP - CLASS A 63 1,235 LADENBURG THALMANN FINANCIAL 638 2,520 LAFARGE SA 323 22,701 LAGARDERE GROUPE FF40 ( REGD ) 197 5,149 LAIRD PLC 36,300 176,030 LAKELAND BANCORP INC 142 1,661 LAKELAND FINL CORP 87 3,782 LAM RESH CORP 681 54,031 LAMAR ADVERTISING CO NEW - A 346 18,559 LANCASTER COLONY CORP 81 7,585 LAND SECURITIES GROUP PLC 1,354 24,427 LANDAUER INC 50 1,707 LANDEC CORP 158 2,182 LANDS END INC NEW 57 3,076 LANDSTAR SYSTEM INC 188 13,636 LANNETT INC 107 4,588 LANXESS 161 7,492 LAREDO PETE HLDGS INC 326 3,374 LAS VEGAS SANDS CORP 1,582 92,009 LASALLE HOTEL PROPERTIES 456 18,454 LATTICE SEMICONDUCTOR CORP 514 3,541 LAUDER ESTEE COS INC 969 73,838 LAURENTIAN BK CDA QUE COM 3,900 168,257 LAWSON INC 115 6,992 LAYNE CHRISTENSEN COMPANY 105 1,002 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE LAZARD LTD CL A 536 26,816 LDR HLDG CORP 69 2,262 LE BELIER 6,000 173,380 LE SAUNDA 314,000 118,221 LEAPFROG ENTERPRISES INC CL A 268 1,265 LEAR CORP 337 33,053 LEGAL & GENERAL GROUP PLC 10,263 39,782 LEGG MASON INC 437 23,323 LEGGETT & PLATT INC 602 25,651 LEGRAND SA 453 23,870 LEIDOS HLDGS INC 282 12,273 LEIGHTON HOLDINGS LIMITED 178 3,278 LEND LEASE CORP LTD 940 12,616 LEND LEASE CORP LTD 27,500 369,078 LENNAR CORP CL A 747 33,473 LENNOX INTERNATIONAL INC 212 20,155 LEONI AG 2,500 149,430 LEUCADIA NAIL CORP 1,550 34,751 LEVEL 3 COMMUNICATIONS INC 1,167 57,626 LEXICON GENETICS INC 1,212 1,103 LEXINGTON CORP PPTY TRUST REIT 789 8,663 LEXMARK INTL INC 276 11,391 LHC GROUP INC 72 2,245 LI & FUNG LTD 10,031 9,391 LIBBEY INC 88 2,767 LIBERTY BROADBAND CORP - A 100 5,009 LIBERTY BROADBAND CORP - C 258 12,854 LIBERTY BROADBAND CORP RIS 12/31/2015 60 570 LIBERTY MEDIA CORP 400 14,108 LIBERTY MEDIA CORP C 800 28,024 LIBERTY MEDIA HLDG CORP 606 22,858 LIBERTY MEDIA HLDG CORP INTERACTIVE SER A 2,085 61,341 LIBERTY PROPERTY TRUST 621 23,368 LIBERTY TRIPADVISOR HLDGS INC -A 310 8,339 LIFE TIME FITNESS INC 172 9,739 LIFELOCK INC 336 6,219 LIFEPOINT HOSPITALS INC 186 13,375 LIFETIME BRANDS INC 43 740 LIFEWAY FOODS INC 47 871 LIGAND PHARMACEUTICALS INC CL B 79 4,204 LILLY ELI & CO 4,131 284,998 LIMELIGHT NETWORKS INC 321 889 LIMONEIRA CO 59 1,474 LINCOLN ELECTRIC HLDGS 347 23,974 LINCOLN NAIL CORP IND 1,104 63,668 LINDE AG DEM50 ORDS 318 59,337 LINDSAY MFG CO 56 4,801 LINDT & SPRUENGLI AG PC 1 4,964 LINEAR TECHNOLOGY CORP 976 44,506 LINK 4,007 25,086 LINKEDIN CORP - A 438 100,613 LIONBRIDGE TECHNOLOGIES INC 245 1,409 LIONS GATE ENTERTAINMENT CORP 354 11,335 LIQUIDITY SVCS INC COM 148 1,209 LITHIA MTRS INC - CL A 97 8,409 LITTLEFUSE INC 97 9,377 LIVE NATION INC 618 16,136 LIVEPERSON INC 244 3,440 LKQ CORP 1,250 35,150 LLOYDS BANKING GROUP PLC 97,878 115,711 LMI AEROSPACE INC COM 54 761 LOBLAW COMPANIES LTD 390 20,934 LOCKHEED MARTIN CORP 6,825 1,314,290 LOCKHEED MARTIN CORP 1,134 218,374 LOEWS CORP 1,370 57,567 LOGMEIN INC 107 S,279 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 106 - CORPORATE STOCK SHARES MARKET VALUE LONDON STOCK EXCHANGE PLC 393 13,610 LONZA AG-REG 93 10,501 LOOKERS PLC 89,200 180,808 LORAL SPACE & COMMUNICATIONS INC 57 4,486 L'OREAL 430 72,483 LORILLARD INC 1,525 95,984 LOUISIANA PAC CORP 612 10,135 LOWES COS INC 4,265 293,432 LPL FINL HLDGS INC 367 16,350 LSB INDS INC 85 2,672 LSI INDS INC OHIO 129 876 LTC PROPERTIES INC 153 6,605 LUMBER LIQUIDATORS HLDGS INC 120 7,957 LUMINEX CORP DEL 166 3,114 LUMOS NETWORKS CORP 92 1,547 LUNDIN PETROLEUM AB 393 5,643 LUXOFT HOLDING INC 32 1,232 LUXOTTICA GROUP SPA 288 15,857 LVMH MOET HENNESSY 478 76,496 LVMH MOET HENNESSY 12/19/2014 478 1 LYDALL INC 71 2,330 LYONDELLBASELL INDUSTRIES NV 10,825 859,397 LYONDELLBASELL INDUSTRIES NV 1,760 139,726 M & T BANK CORP 21,148 2,656,612 M & T BANK CORP 550 69,091 M D C HLDGS INC 173 4,579 M/A-COM TECHNOLOGY SOLUTIONS HLD 63 1,971 M/I HOMES INC 101 2,319 M3 I N C 341 5,754 MABUCHI MOTOR CO JPY50 ORDS 43 1,725 MACA LTD 98,100 68,238 MACATAWA BK CORP 141 767 MACERICH COMPANY (THE) 661 55,134 MACK-CALI REALTY CORP 386 7,357 MACQUARIE GROUP LTD 501 23,899 MACQUARIE INFRASTRUCTURE CO LLC 21,900 1,556,871 MACROGENICS INC 83 2,911 MACYS INC 32,275 2,122,081 MACYS INC 1,526 100,335 MADDEN STEVEN LTD 264 8,403 MADISON SQUARE GARDEN INC CL A 268 20,170 MAGELLAN HEALTH SVCS INC 118 7,084 MAGICJACK VOCALTEC LTD 80 650 MAGNA INTERNATIONAL INC 363 39,454 MAGNUM HUNTER RES CORP DEL 761 2,390 MAGNUM HUNTER RES CORP DEL WARRANT 04/15/2016 99 - MAIDEN HOLDINGS LTD 210 2,686 MAINSOURCE FINL GROUP INC 120 2,510 MAKITA CORP JPY ORDS 209 9,553 MALLINCKRODT PLC 477 47,237 MAN AG 62 6,914 MAN GROUP PLC 103,300 258,519 MANAGEMENT CONSULTING GROUP 9,940 2,460 MANDALAY RES CORP 194,500 152,819 MANHATTAN ASSOCS INC 340 13,845 MANITEX INTL INC 73 928 MANITOWOC INC 586 12,951 MANNING & NAPIER INC 81 1,119 MANNKIND CORP 959 5,001 MANPOWER INC WIS 323 22,019 MANTECH INTERNATIONAL CORP CL A 99 2,993 MANULIFE FIN CORP CAD NPV COM 3,184 60,972 MAPFRE SA 1,626 5,535 MARATHON OIL CORP 2,845 80,485 MARATHON PETE CORP 10,425 940,961 MARATHON PETE CORP 1,058 95,495 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE MARCHEX INC-CLASS B 135 620 MARCUS & MILLICHAP INC 33 1,097 MARCUS CORP 78 1,444 MARIN SOFTWARE INC 54 457 MARINE PRODUCTS CORP 79 667 MARINEMAX INC 139 2,787 MARKEL CORP (HOLDING CO) 3,230 2,205,573 MARKEL CORP (HOLDING CO) 57 38,922 MARKETAXESS HOLDINGS INC 164 11,760 MARKETO INC 107 3,501 MARKS & SPENCER GROUP PLC 2,802 20,919 MARLIN BUSINESS SERVICE INC 45 924 MARRIOTT INTL INC NEW CL A 932 72,724 MARRIOTT VACATIONS WORLDWIDE COR 112 8,348 MARSH & MCLENNAN COS INC 17,000 973,080 MARSH & MCLENNAN COS INC 2,300 131,652 MARSTON'S PLC 56,300 126,061 MARTEN TRANSPORT LTD 98 2,142 MARTHA STEWART LIVING OMNIMEDIA CL A 102 440 MARTIN MARIETTA MATERIALS INC 15,660 1,727,611 MARTIN MARIETTA MATERIALS INC 259 28,573 MARUBENI CORP 2,863 17,305 MARUI GROUP CO LTD 394 3,595 MARUICHI STEEL TUBE LTD 83 1,780 MARVELL TECHNOLOGY GROUP LTD 1,652 23,954 MASCO CORP 1,494 37,649 MASIMO CORP 215 5,663 MASONITE INTL CORP NEW 123 7,560 MASTEC INC 261 5,901 MASTERCARD INC 24,060 2,073,010 MASTERCARD INC 4,208 362,561 MATADOR RES CO 274 5,543 MATERION CORP COM 86 3,030 MATRIX SVC CO 115 2,567 MATSON INC 189 6,524 MATSUDA SANGYO CO LTD 9,300 101,071 MATTEL INC 1,446 44,746 MATTHEWS INTL CORP CL A 136 6,619 MATTRESS FIRM HLDG CORP 56 3,252 MAXIM INTEGRATED PRODS INC 1,183 37,702 MAXIMUS INC 300 16,452 MAXITRANS INDUSTRIES LTD 118,200 51,263 MAXLINEAR INC CL A 105 778 MAXWELL TECHNOLOGIES INC 122 1,113 MAZDA MTR CORP ORD 936 22,855 MB FINANCIAL INC 286 9,398 MBIA INC 622 5,934 MC CORMICK & CO 552 41,014 MCAN MTG CORP 9,200 114,380 MCDERMOTT INTERNATIONAL INC 1,038 3,021 MCDONALDS CORP 4,137 387,637 MCDONALD'S HOLDINGS CO JAPAN 117 2,567 MCGRATH RENTCORP 111 3,980 MCGRAW-HILL COMPANIES INC 1,139 101,348 MCKESSON CORP 965 200,315 MDC PARTNERS INC CL A CL A SUB VTG SHS 168 3,817 MDU RESOURCES GROUP INC 790 18,565 MEAD JOHNSON NUTRITION CO 847 85,157 MEADOWBROOK INS GROUP INC 210 1,777 MEADWESTVACO CORP 700 31,073 MEDASSETS INC 269 5,315 MEDIA GEN INC NEW 228 3,814 MEDIBANK PRIVATE LTD 4,750 9,368 MEDICAL PPTYS TR INC COMMON STOCK 709 9,770 MEDICEO HLDGS CO LTD MEDIPAL HLDGS 237 2,777 MEDICINES COMPANY 277 7,665 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE MEDIDATA SOLUTIONS INC 232 11,078 MEDIFAST INC COM 55 1,845 MEDIOBANCA SPA 1,061 8,692 MEDIVATION INC 316 31,477 MEDNAX INC 420 27,766 MEDTRONIC INC 42,300 3,054,060 MEDTRONIC INC 4,182 301,940 MEG ENERGY CORP 274 4,625 MEGGITT PLC 1,407 11,386 MEIJI HOLDING CO LTD 104 9,550 MELROSE INDUSTRIES PLC 1,896 7,888 MEMORIAL RESOURCE DEV CORP 210 3,786 MENS WEARHOUSE INC 198 8,742 MENTOR GRAPHICS 419 9,184 MERCANTILE BANK CORP 45 946 MERCHANTS BANCSHARES INC 23 704 MERCK & CO INC NEW 35,800 2,033,082 MERCK & CO INC NEW 12,234 694,769 MERCK KGAA DEM ORDS 221 20,972 MERCURY COMPUTER SYS INC 165 2,297 MERCURY GEN CORP NEW 118 6,687 MEREDITH CORP 156 8,474 MERGE HEALTHCARE INC 366 1,303 MERIDIAN BANCORP INC MD 119 1,335 MERIDIAN BIOSCIENCE INC 183 3,012 MERIDIAN ENER -PARTLY PAID SH 2,152 2,960 MERIT MED SYS INC 179 3,102 MERITAGE HOMES CORP 158 5,686 MERITOR INC 433 6,560 MERLIN ENTERTAINMENT 868 5,395 MERRIMACK PHARMACEUTICALS INC 407 4,599 MESA LABORATORIES INC 15 1,160 META FINANCIAL GROUP INC 32 1,121 METALL ZUG AG-SHS B-REG 39 94,394 METCASH LTD 1,558 2,365 METCASH LTD 27,400 41,593 METHANEX CORP 161 7,419 METHODE ELECTRONICS INC CL A 164 5,988 METLIFE INC 3,916 211,816 METRO AG DEMS ORDS 285 8,729 METRO BANCORP INC PA 83 2,151 METRO INC 150 12,083 METROINC 4,300 346,376 METROPOLE TELEVISION 6,800 128,160 METSO OYJ EUR 198 5,956 METTLER-TOLEDO INTL INC 122 36,900 MFA MORTGAGE INVESTMENTS INC 1,587 12,680 MGE ENERGY INC 153 6,978 MGIC INVT CORP WIS 1,424 13,272 MGM CHINA HOLDINGS 1,681 4,275 MGM MIRAGE 1,556 33,267 MICHAEL KORS HOLDINGS LTD 843 63,309 MICHAELS COS INC THE 116 2,869 MICHELN CL B REGD 319 29,055 MICREL INC 195 2,829 MICRO FOCUS INTERNATIONAL 4,478 75,409 MICROCHIP TECHNOLOGY INC 825 37,216 MICRON TECHNOLOGY INC 4,504 157,685 MICROSEMI CORP 408 11,579 MICROSOFT CORP 85,450 3,969,153 MICROSOFT CORP 34,581 1,606,287 MICROSTRATEGY INC-CL A 39 6,334 MID-AMER APARTMENT CMNTYS INC 314 23,450 MIDDLEBY CORP 241 23,883 MIDDLESEX WATER CO 66 1,522 MIDSOUTH BANCORP INC 34 590 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE MIDSTATES PETE CO INC 128 193 MIDWESTONE FINANCIAL GROUP INC 45 1,296 MIGHTY RIVER POWER 1,199 2,793 MILLENNIAL MEDIA INC 211 338 MILLER ENERGY RES INC 182 228 MILLER HERMAN INC 257 7,564 MILLER INDS INC 67 1,393 MILLICOM INTL CELLULAR SDR 117 8,706 MIMEDX GROUP INC 389 4,485 MINEBEA CO Y50 547 8,230 MINERAL RESOURCES LTD 17,200 106,693 MINERALS TECHNOLOGIES INC 153 10,626 MIQUEL Y COSTAS & MIQUEL SA 5,800 224,591 MIRACA HOLDINGS INC 98 4,259 MIRVAC GROUP 6,485 9,447 MISTRAS GROUP INC 96 1,760 MITCHAM INDS INC 76 451 MITEL NETWORKS CORP 10,152 108,422 MITSUBISHI CHEM NPV 2,323 11,402 MITSUBISHI CORP JPY50 ORDS 2,366 43,750 MITSUBISHI ELEC CORP JPY ORDS 3,312 39,945 MITSUBISHI ESTATE LTD 2,145 45,720 MITSUBISHI GAS & CHEMICAL JPY50 684 3,463 MITSUBISHI HEAVY INDS LTD 5,204 29,073 MITSUBISHI LOGISTICS CORP 217 3,202 MITSUBISHI MATERIALS ORD 1,977 6,629 MITSUBISHI MOTORS CORPORATION 1,115 10,323 MITSUBISHI RESEARCH INSTITUTE 6,000 142,875 MITSUBISHI TANABE PHARMACORP 397 5,861 MITSUBISHI UFJ FINL 21,859 121,151 MITSUBISHI UFJ LEASE & FINL 867 4,136 MITSUI & CO JPY50 2,925 39,559 MITSUI CHEMICALS INC 1,446 4,149 MITSUI FUDOSAN CO ORD JPY 50 1,617 43,900 MITSUI O S K LINES JPY ORDS 1,921 5,752 MIXI INC 64 2,391 MIZRAHI TEFAHOT BANK LTD 223 2,344 MIZUHO FINANCIAL GROUP INC 39,558 66,813 MKS INSTRUMENTS INC 232 8,491 MOBILE MINI INC 195 7,899 MODEL N INC 48 510 MODINE MFG CO 199 2,706 MODUSLINK GLOBAL SOLUTIONS INC 262 983 MOELIS & CO 30 1,048 MOHAWK INDS INC 253 39,306 MOLINA HEALTHCARE INC 126 6,745 MOLSON COORS BREWING CO CL B 569 42,402 MOLYCORP INC DEL 741 653 MOMENTA PHARMACEUTICALS INC 210 2,528 MONARCH CASINO & RESORT INC 51 846 MONDELEZ INTL INC 7,091 257,581 MONDI LPLC 9,400 153,898 MONEYGRAM INTL INC 85 773 MONMOUTH REIT CL A 258 2,856 MONOLITHIC POWER SYSTEMS INC 162 8,058 MONOTYPE IMAGING HLDGS INC 170 4,901 MONRO MUFFLER BRAKE INC 137 7,919 MONSANTO CO 16,150 1,929,441 MONSANTO CO 2,024 241,807 MONSTER BEVERAGE CORP 602 65,227 MONSTER WORLDWIDE INC 466 2,153 MONTPELIER RE HOLDINGS INC 153 5,480 MOODY'S CORPORATION 10,775 1,032,353 MOODY'S CORPORATION 793 75,977 MOOG INC 173 12,807 MORGAN ADVANCED MATERIALS PLC 31,300 154,710 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 -PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE MORGAN STANLEY 6,422 249,174 MORGANS HOTEL GROUP CO 118 925 MORNINGSTAR INC 90 5,824 MORRISON WM SUPERMARKET ORD 10P 3,700 10,627 MOSAIC CO NEW 1,408 64,275 MOTORCAR PTS AMER INC 74 2,301 MOTOROLA SOLUTIONS INC 835 56,012 MOVADO GROUP INC 78 2,213 MRC GLOBAL INC 428 6,484 MS & AD INSURANCE GRP HLDGS INC 878 21,094 MSA SAFETY INC 124 6,583 MSC INDL DIRECT INC CL A 199 16,169 MSCI INC CL A 509 24,147 MTR CORP 2,564 10,514 MTS SYS CORP 70 5,252 MUELLER INDS INC 246 8,398 MUELLER WTR PRODS INC SER A 699 7,158 MULTI-COLOR CORP 51 2,826 MULTI-FINELINE ELECTRONIX INC 54 606 MUNCHENER RUCKVER REGSTD DM100 (PT PD DM50) 296 59,369 MURATA MANUFACTURING JPY50 347 38,348 MURPHY OIL CORP 751 37,941 MURPHY USA INC 209 14,392 MWI VETERINARY SUPPLY INC 56 9,515 MYERS INDS INC 125 2,200 MYLAN LABS INC 1,566 88,275 MYR GROUP INC DEL 88 2,411 MYRIAD GENETICS INC 313 10,661 NABORS INDUSTRIES LTD 1,233 16,004 NABTESCO CORP 192 4,707 NACCO IND INC CL A 19 1,128 NAFCO CO LTD 5,100 67,421 NAGANO BANK LTD 87,000 156,008 NAGOYA RAILROAD CO LTD 1,474 5,520 NAMCO BANDAI HLDGS INC COMMON STOCK 314 6,715 NAMURA SHIPBUILDING CO LTD 16,200 176,734 NANOMETRICS INC 102 1,716 NASDAQ STOCK MARKET INC 470 22,541 NATHANS FAMOUS INC 16 1,280 NATIONAL AUSTRALIA BK LTD 4,055 111,499 NATIONAL BANK OF CANADA 567 24,202 NATIONAL BANKSHARES INC VA 41 1,246 NATIONAL BEVERAGE CORP 67 1,516 NATIONAL BK HLDGS CORP 201 3,901 NATIONAL CINEMEDIA INC 268 3,851 NATIONAL FUEL GAS CO N J 353 24,544 NATIONAL GEN HLDGS CORP 149 2,773 NATIONAL GRID GROUP PLC 6,477 92,721 NATIONAL HEALTH INVS INC 156 10,914 NATIONAL HEALTHCARE CORP 56 3,519 NATIONAL INSTRUMENTS CORP 423 13,151 NATIONAL INTERSTATE CORP 33 983 NATIONAL OILWELL VARCO INC 1,802 118,085 NATIONAL PENN BANCSHARES INC 514 5,410 NATIONAL PRESTO INDS INC 25 1,451 NATIONAL RESH CORP 54 755 NATIONAL RETAIL PPTYS INC 552 21,732 NATIONAL WESTN LIFE INS CO CL A 9 2,423 NATIONSTAR MTG HLDGS INC 89 2,509 NATIXIS 1,640 10,885 NATURAL GAS SVCS GROUP INC 65 1,498 NATURAL GROCERS BY VITAMIN COTTA GE INC 48 1,352 NATURES SUNSHINE PRODS INC 65 963 NATUS MEDICAL INC 135 4,865 NAUTILUS INC 185 2,808 NAVIDEA BIOPHARMACEUTICALS INC 622 1,176 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE NAVIENT CORP 1,775 38,358 NAVIGANT CONSULTING CO 223 3,428 NAVIGATORS GROUP INC 53 3,887 NAVIOS MARITIME ACQUISITION 344 1,249 NAVIOS MARITIME HOLDINGS INC 333 1,369 NAVISTAR INTL CORP NEW 245 8,203 NBT BANCORP INC 193 5,070 NCI 118 2,185 NCR CORP NEW 693 20,194 NEC CORP 6,912 20,350 NEC NETWORKS & SYSTEM INTEGR 11,100 231,545 NEENAH PAPER INC 71 4,279 NEKTAR THERAPEUTICS 511 7,921 NELNET INC CL A 101 4,679 NEOGEN CORP 157 7,786 NESTE OIL OVJ 226 5,486 NESTE OIL OVJ 13,000 315,565 NESTLE SA REGISTERED 5,527 405,771 NETAPP INC 1,304 54,051 NETFLIX COM INC 252 86,086 NETGEAR INC 170 6,049 NETSCOUT SYSTEMS INC 160 5,846 NETSUITE INC 174 18,996 NEUROCRINE BIOSCIENCES INC 296 6,613 NEUSTAR INC COMMON STOCK CL A 258 7,172 NEVRO CORP 33 1,276 NEW GOLD INC 890 3,827 NEW JERSEY RESOURCES CORP 183 11,200 NEW MEDIA INVT GROUP INC 153 3,615 NEW OJI PAPER CO JPY50 ORD 1,412 5,099 NEW RESIDENTIAL INVT CORP 555 7,087 NEW WORLD DEVELOPMENT CO HK1 8,935 10,277 NEW YORK & CO INC 172 454 NEW YORK COMMUNITY BANCORP 1,846 29,536 NEW YORK MTG TR INC 334 2,575 NEW YORK REIT INC 741 7,847 NEW YORK TIMES CO CLASS A 566 7,483 NEWBRIDGE BANCORP 151 1,315 NEWCREST MINING AUDO 50 1,313 11,701 NEWELL RUBBERMAID INC 1,161 44,222 NEWFIELD EXPLORATION CO 571 15,486 NEWLINK GENETICS CORP 74 2,942 NEWMARKET CORP 39 15,738 NEWMONT MNG CORP 2,061 38,953 NEWPARK RESOURCES INC NEW 381 3,635 NEWPORT CORP 164 3,134 NEWS CORP NEW 2,080 32,635 NEWSTAR FINL INC 110 1,408 NEXON CO LTD 194 1,820 NEXSTAR BROADCASTING GROUP INC 128 6,629 NEXT PLC 262 27,861 NEXTERA ENERGY INC 14,000 1,488,060 NEXTERA ENERGY INC 1,825 193,979 NGK INSULATORS LTD 463 9,631 NGK SPARK PLUG CO JPY ORDS 316 9,686 NH FOODS LTD 303 6,667 NHK SPRING CO LTD 280 2,466 NIC INC 284 5,109 NICE SYSTEMS LTD 102 5,166 NICHOLAS FINL INC BC 87 1,296 NIDEC CORPORATION 373 24,425 NIELSEN HOLDINGS N V 27,800 1,243,494 NIELSEN HOLDINGS N V 1,185 53,005 NIKE INC CL B 2,924 281,143 NIKON CORP ADR 602 8,054 NIMBLE STORAGE INC 38 1,045 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF , INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE NINTENDO LTD ORD 184 19,345 NIPPON BUILDING FUND INC 2 10,075 NIPPON ELECTRIC GLASS CO LTD 660 3,000 NIPPON EXPRESS CO LTD 1,409 7,216 NIPPON PAINT HOLDINGS CO LTD 305 8,955 NIPPON PROLOGIS REIT INC 2 4,347 NIPPON STEEL AND SUMIKIN TEXENG CO LTD 8,000 38,166 NIPPON STEEL ORD 13,032 32,706 NIPPON TELEGRAPH & TELE JPY50000 643 33,310 NIPPON YUSEN KABUSHIKI KAISHA 2,858 8,152 NISHI-NIPPON CITY BANK LTD 56,000 163,475 NISOURCE INC 1,306 55,401 NISSAN MOTORS JPY50 ORD 4,262 37,574 NISSEI PLASTIC INDUSTRIAL CO 20,600 214,942 NISSHIN SEIFUN GROUP INC 365 3,562 NISSIN FOOD HLDGS CO LTD 103 4,957 NITORI HLDGS CO LTD 121 6,540 NITTO DENKO CORP JPY50 ORDS 268 15,140 NITTO SEIKO CO LTD 38,000 116,003 NKSJ HOLDINGS INC 569 14,480 NL INDS INC COM NEW 68 585 NMI HLDGS INC -CLASS A 212 1,936 NN GROUP NV 209 6,283 NN INC 100 2,056 NOBLE ENERGY INC 1,512 71,714 NOBLE GROUP LTD 7,622 6,557 NOK CORP 168 4,330 NOKIA OY FIMO 24 A SHS 6,419 50,955 NOKIAN RENKAAT OYJ 200 4,911 NOMURA HOLDINGS INC 6,224 35,830 NOMURA REAL ESTATE HOLDINGS 219 3,796 NOMURA RESEARCH INSTITUTE IN 198 6,119 NOODLES & CO 36 949 NORANDA ALUM HLDG CORP 136 479 NORDEA AB 5,206 60,451 NORDIC AMER TANKER SHIPPING 395 3,978 NORDSON CORP 270 21,049 NORDSTROM INC 582 46,205 NORFOLK SOUTHERN CORP 1,303 142,822 NORSK HYDRO ASA 2,305 13,047 NORTEK INC 39 3,172 NORTH ATLANTIC DRILLING LTD 318 518 NORTHEAST UTILS 1,317 70,486 NORTHERN OFFSHORE LTD 54,000 29,673 NORTHERN OIL & GAS INC NEV 283 1,599 NORTHERN TRUST CORP 1,001 67,467 NORTHFIELD BANCORP INC DEL 258 3,818 NORTHRIM BANCORP INC 38 997 NORTHROP GRUMMAN CORP 846 124,692 NORTHSTAR ASSET MGMT GROUP INC 774 17,469 NORTHSTAR REALTY FINANCE COR 907 15,945 NORTHWEST BANCSHARES INC MD 415 5,200 NORTHWEST NATURAL GAS 119 5,938 NORTHWEST PIPE CO 55 1,657 NORTHWESTERN CORP 196 11,090 NORWEGIAN CRUISE LINE HOLDINGS LTD 380 17,769 NOVARTIS AG REG SHS 3,943 366,463 NOVAVAXINC 996 5,906 NOVION PROPERTY GROUP 3,727 6,466 NOVO NORDISK A/S-B 3,440 145,510 NOVOZYMES A/S B SHARES 410 17,309 NOW INC 37,666 969,146 NOW INC 450 11,579 NPS PHARMACEUTICALS INC 440 15,739 NRG ENERGY INC 1,416 38,161 NRG YIELD INC -CLASS A 100 4,714 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE NRW HOLDINGS LTD 34,900 10,282 NSK LTD ORDS JPY50 829 9,971 NTELOS HLDGS CORP 79 331 NTT DATA CORPORATION 223 8,398 NTT DOCOMO INC 2,618 38,606 NTT URBAN DEVELOPMENT CORP 203 2,071 NU SKIN ENTERPRISES INC 246 10,750 NUANCE COMMUNICATIONS INC 1,102 15,726 NUCOR CORP 1,330 65,237 NUMEREX CORP PA 86 951 NUMERICABLE-SFR 170 8,422 NUTRACEUTICAL INTL CORP 51 1,100 NUTRI SYS INC NEW 120 2,346 NUVASIVE INC 194 9,149 NUVERRA ENVIRONMENTAL SOLUTIONS 76 422 NVE CORP 31 2,194 NVIDIA CORP 2,342 46,957 NVR INC 17 21,681 NWS HOLDINGS LTD 2,601 4,796 NXSTAGE MED INC 265 4,751 O REILLY AUTOMOTIVE INC NEW 18,270 3,519,167 O REILLY AUTOMOTIVE INC NEW 445 85,716 OASIS PETE INC NEW 421 6,963 OBAYASHI CORP JPY50 ORDS 1,149 7,504 OCCIDENTAL PETROLEUM CORP 26,150 2,107,952 OCCIDENTAL PETROLEUM CORP 3,288 265,046 OCEANEERING INTL INC 7,500 441,075 OCEANEERING INTL INC 453 26,641 OCEANFIRST FINL CORP 87 1,491 OCI NV 148 5,174 OCWEN FINANCIAL CORP 45S 6,871 ODAKYU ELECTRIC RAILWAY CO 1,108 9,907 OENON HOLDINGS INC 43,000 77,469 OFFICE DEPOT INC 2,238 19,191 OFG BANCORP 192 3,197 OGE ENERGY CORP 830 29,448 OIL DRI CORP AMER 28 914 OIL STATES INTERNATIONAL INC 197 9,633 OLD DOMINION FGHT LINES INC 264 20,497 OLD MUTUAL PLC 8,495 25,234 OLD NATL BANCORP IND 445 6,622 OLD REP INTL CORP 1,094 16,005 OLIN CORP COM PAR $1 352 8,015 OLYMPIC STEEL INC 60 1,067 OLYMPUS OPTICAL CO JPY ORDS 411 14,638 OM ASSET MANAGEMENT PLC 101 1,640 OM GROUP INC 142 4,232 OMEGA FLEX INC 18 681 OMEGA HEALTHCARE INVESTORS 515 20,121 OMEGA PROTEIN CORP 116 1,226 OMEROS CORP 119 2,949 OMNICARE INC 414 30,193 OMNICELL INC 152 5,034 OMNICOM GROUP INC 1,082 83,823 OMNIVISION TECHNOLOGIES INC 240 6,240 OMNOVA SOLUTIONS INC 198 1,612 OMRON CORP JPY50 ORDS 350 15,910 OMVAG 260 6,925 ON ASSIGNMENT INC 200 6,638 ON SEMICONDUCTOR CORP 1,846 18,700 ONCOMED PHARMACEUTICALS INC 52 1,132 ONE GAS INC 226 9,316 ONE LIBERTY PPTYS INC 66 1,562 ONEBEACON INSURANCE GROUP LTD 95 1,539 ONEOK INC 863 42,969 ONEX CORPORATION 151 8,795 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF , INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE ONO PHARMACEUTICAL JPY50 ORD 141 12,619 OPEN TEXT CORP 209 12,200 OPHTHOTECH CORP 39 1,750 OPKO HEALTH INC 829 8,282 OPPENHEIMER HOLDINGS CL A 61 1,418 ORACLE CORP JAPAN 67 2,741 ORACLE CORPORATION 56,602 2,545,392 ORACLE CORPORATION 13,767 619,102 ORANGE 3,178 54,416 ORASURE TECHNOLOGIES INC 257 2,606 ORBCOMM INC 175 1,145 ORBITAL SCIENCES CORP 265 7,126 ORBITZ WORLDWIDE INC 143 1,177 ORCHIDS PAPER PRODS CO DEL 35 1,019 OREXIGEN THERAPEUTICS INC 566 3,430 ORGANOVO HLDGS INC 262 1,900 ORICA LIMITED 651 10,096 ORIENTAL LAND CO LTD 85 19,673 ORIGIN ENERGY LIMITED 1,914 18,279 ORION MARINE GROUP INC 161 1,779 ORION OYJ 175 5,457 ORIOR AG 2,800 154,702 ORITANI FINL CORP DEL 201 3,095 ORIX CORP JPY50 2,268 28,819 ORKLA A/S CL A 1,435 9,790 ORMAT TECHNOLOGIES INC 74 2,011 ORTHOFIX INTL N V 76 2,285 OSAKA GAS CO LTD 3,214 12,090 OSAKA SECURITIES EXCHANGE CO LTD 459 10,857 OSHKOSH TRUCK CORP 327 15,909 OSI SYS INC 87 6,157 OSIRIS THERAPEUTICS INC NEW 87 1,391 OSRAM LICHT AG 148 5,867 OTONOMY INC 30 1,000 OTSUKA CORP 84 2,676 OTSUKA HOLDINGS CO LTD 669 20,182 OTTER TAIL CORPORATION 160 4,954 OUTERWALL INC 90 6,770 OUTFRONT MEDIA INC 564 15,143 OVASCIENCE INC 53 2,344 OVERSEA CHINESE BANK CORP COMMON STOCK 4,977 39,286 OVERSTOCK COM INC 65 1,578 OWENS & MINOR INC 278 9,761 OWENS CORNING NEW 501 17,941 OWENS ILL INC 688 18,569 OXFORD INDS INC 59 3,257 P G & E CORPORATION 1,960 104,350 PACCAR INC 1,481 100,723 PACE MICRO TECHNOLOGY PLC 33,200 179,685 PACIFIC BIOSCIENCES CALIF INC 212 1,662 PACIFIC CONTL CORP 101 1,432 PACIFIC ETHANOL INC 100 1,033 PACIFIC PREMIER BANCORP 92 1,594 PACIFIC RUBIALES ENERGY CORP 545 3,383 PACIFIC SUNWEAR CALIFORNIA INC 276 602 PACIRA PHARMACEUTICALS INC 149 13,210 PACKAGING CORP OF AMERICA 410 32,001 PACWEST BANCORP 32,125 1,460,403 PACWEST BANCORP 411 18,684 PALL CORPORATION 466 47,164 PALO ALTO NETWORKS INC 229 28,069 PAN AFRICAN RESOURCES PLC 397,300 67,382 PANASONIC CORP 3,784 45,038 PANDORA A/5 197 16,151 PANDORA MEDIA INC COM 864 15,405 PANERA BREAD COMPANY-CL A 102 17,830 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE PANHANDLE RTY CO 84 1,956 PANTRY INC 99 3,669 PAPA JOHNS INTL INC 140 7,812 PAPELES Y CARTONES DE EUROPA 28,300 131,159 PARAGESA HLDGS SA COMMON STOCK 54 4,187 PARAMOUNT GROUP INC 630 11,712 PARAMOUNT RESOURCES LTD-A 296 7,186 PAREXEL INTERNATIONAL CORP 249 13,834 PARK ELECTROCHEMICAL CORP 87 2,169 PARK NAIL CORP 51 4,512 PARK STERLING CORP 267 1,962 PARK24 CO 173 2,558 PARKER DRILLING CO 529 1,624 PARKER HANNIFIN CORP 625 80,594 PARKERVISION INC 373 339 PARK-OHIO HOLDINGS CORP 49 3,088 PARKWAY PPTYS INC 329 6,050 PARSLEY ENERGY INC - CLASS A 210 3,352 PARTNERRE LTD ADR 214 24,424 PARTNERS GROUP HOLDING AG 30 8,740 PATRICK INDS INC 39 1,715 PATTERN ENERGY GROUP INC 166 4,094 PATTERSON COS INC 359 17,268 PATTERSON UTI ENERGY INC 619 10,269 PAYCHEX INC 1,362 62,884 PBF ENERGY INC 290 7,726 PC CONNECTION INC 55 1,350 PCCW LIMITED NEW SHARES 7,077 4,836 PDC ENERGY INC 156 6,438 PDF SOLUTIONS INC 105 1,560 PDL BIOPHARMA INC 622 4,796 PEABODY ENERGY CORP 1,137 8,800 PEAPACK GLADSTONE FINL CORP 53 984 PEARSON PLC 25P ORDS 1,420 26,348 PEBBLEBROOK HOTELTR 299 13,643 PEGASYSTEMS INC 154 3,199 PEMBINA PIPELINE CORP 553 20,215 PENDRELL CORP 968 1,336 PENN NATL GAMING INC 302 4,146 PENN VA CORP 232 1,550 PENN WEST PETROLEUM LTD 863 1,811 PENNS WOODS BANCORP INC 22 1,084 PENNSYLVANIA REAL EST INV TR 301 7,061 PENNYMAC FINL SVCS INC 76 1,315 PENNYMAC MTG INVT TR 309 6,517 PENSKE AUTOMOTIVE GROUP INC 187 9,176 PENTAIR PLC 816 54,199 PEOPLES BANCORP INC 57 1,478 PEOPLES FINL SVCS CORP 31 1,540 PEOPLES UTD FINL INC 1,305 19,810 PEP BOYS MANNY MOE & JACK 235 2,308 PEPCO HOLDINGS INC 1,041 28,034 PEPSICO INC 34,500 3,262,320 PEPSICO INC 33,450 3,163,032 PEPSICO INC 6,354 600,834 PER AARSLEFF A/S- CL B 800 150,542 PEREGRINE PHARMACEUTICALS 820 1,140 PERFICIENT INC 148 2,757 PERFORMANT FINL CORP 133 884 PERICOM SEMICONDUCTOR CORP 150 2,031 PERKINELMER INC 472 20,641 PERNIX THERAPEUTICS HLDGS INC 139 1,305 PERNOD RICARD 363 40,526 PERRIGO CO PLC 589 98,457 PERSIMMON PLC 538 13,237 PESCANOVA SA 4,200 30,037 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line lob - CORPORATE STOCK SHARES MARKET VALUE PETER HAMBRO MINING PLC 23,355 5,372 PETMED EXPRESS INC 133 1,911 PETROFAC LTD 459 5,031 PETROQUEST ENERGY INC 238 890 PETSMART INC 415 33,737 PEUGEOT SA 689 8,521 PEYTON EXPLORATION & DEVELOPMENT CORPORATION 250 7,224 PFIZER INC 63,950 1,992,043 PFIZER INC 26,703 831,798 PGT INC 198 1,907 PHARMACYCLICS INC 254 31,054 PHARMERICA CORP 132 2,734 PHH CORP 252 6,038 PHI INC COM NON VTG 55 2,057 PHIBRO ANIMAL HEALTH CORP -A 61 1,925 PHILIP MORRIS INTL INC 10,100 822,645 PHILIP MORRIS INTL INC 6,593 537,000 PHILLIPS 66 2,381 170,718 PHOENIX 38 2,617 PHOENIX IT GROUP LTD 39,100 81,086 PHOTOMEDEX INC 69 106 PHOTRONICS INC 269 2,235 PHYSICIANS RLTY TR 198 3,287 PICO HOLDINGS INC 95 1,791 PIEDMONT NATURAL GAS CORP - NY 331 13,045 PIEDMONT OFFICE RLTY TR INC CL A 659 12,416 PIER #1 INC 349 5,375 PILGRIMS PRIDE CORP 268 8,788 PINNACLE ENTERTAINMENT INC 256 5,696 PINNACLE FINANCIAL PARTNERS INC 155 6,129 PINNACLE FOODS INC DEL 229 8,084 PINNACLE WEST CAPITAL CORP 460 31,423 PIONEER ENERGY SVCS CORP 262 1,451 PIONEER NATURAL RESOURCES CO 601 89,459 PIPER JAFFRAY COS 71 4,124 PIRELL & C ACCOMANDITA 420 5,697 PITNEY BOWES INC 849 20,690 PLANTRONICS INC NEW 190 10,074 PLASTIC OMNIUM SA 6,100 166,933 PLATFORM SPECIALTY PRODUCTS 357 8,290 PLATINUM UNDERWRITERS HLDGS 115 8,443 PLEXUS CORP 151 6,223 PLUG POWER INC COM NEW 703 2,109 PLUM CREEK TIMBER CO INC 740 31,665 PLY GEM HLDGS INC 94 1,314 PMC-SIERRA INC 725 6,641 PNC FINANCIAL SERVICES GROUP 17,000 1,550,910 PNC FINANCIAL SERVICES GROUP 2,233 203,717 PNM RESOURCES INC 349 10,341 POLARIS INDUSTRIES INC 271 40,986 POLYCOM INC 608 8,208 POLYONE CORPORATION 394 14,937 POLYPORE INTL INC 204 9,598 POOL CORP COM 188 11,927 POPEYES LA KITCHEN INC 105 5,908 POPULAR INC 453 15,425 PORSCHE AG PFD 265 21,536 PORTLAND GEN ELEC CO PP 332 12,560 PORTOLA PHARMACEUTICALS INC 155 4,390 POST HLDGS INC 185 7,750 POST PROPERTIES INC 239 14,046 POSTNL NV 27,800 104,286 POTASH CORP OF SASKATCHEWAN 1,421 50,387 POTLATCH CORP NEW COM 177 7,411 POWELL INDS INC 40 1,963 POWER ASSETS HOLDINGS LIMITED 2,406 23,347 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF , INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE POWER CORPORATION OF CANADA 636 17,440 POWER FINL CORP 426 13,307 POWER INTEGRATIONS INC 127 6,571 POWERSECURE INTL INC 113 1,316 POZEN INC 161 1,288 PPG INDUSTRIALS INDS INC 581 134,298 PPL CORPORATION 2,789 101,324 PRA GROUP INC 222 12,860 PRA HEALTH SCIENCES INC 81 1,962 PRAIREISKY ROYALTY LTD 222 5,865 PRAXAIR INC 1,230 159,359 PRECISION CASTPARTS 607 146,214 PREFERRED BK LOS ANGELES CA 62 1,729 PREFORMED LINE PRODUCTS CO 15 819 PREMIER INC 143 4,795 PREMIER OIL PLC 54,300 141,566 PREMIERE GLOBAL SERVICES INC 202 2,145 PRESTIGE BRANDS HLDGS INC 224 7,777 PRG SCHULTZ INTERNATIONAL 118 675 PRICELINE.COM 215 245,145 PRICESMART INC 82 7,480 PRIMERICA INC 228 12,371 PRIMORIS SVCS CORP 156 3,625 PRINCIPAL FINANCIAL GROUP 1,228 63,782 PRIVATEBANCORP INC 285 9,519 PROASSURANCE CORPORATION 248 11,197 PROCERA NETWORKS INC 102 733 PROCTER & GAMBLE CO 25,500 2,322,795 PROCTER & GAMBLE CO 11,328 1,031,868 PROGENICS PHARMACEUTICALS INC 193 1,459 PROGRAMMED MAINTENANCE SERV 34,200 71,929 PROGRESS SOFTWARE CORP 228 6,161 PROGRESSIVE CORP 78,140 2,108,999 PROGRESSIVE CORP 2,478 66,881 PROLOGIS INC 2,086 89,761 PROOFPOINT INC 155 7,476 PROS HLDGS INC 121 3,325 PROSIEBEN SAT 1 MEDIA AG-REG 375 15,805 PROSPERITY BANCSHARES INC 292 16,165 PROTECTIVE LIFE CORP 330 22,985 PROTHENA CORP PLC 63 1,308 PROTO LABS INC 95 6,380 PROVIDENCE SVC CORP 44 1,603 PROVIDENT FINANCIAL SERVICES 264 4,768 PRUDENTIAL CORP PLC 5P ORDS 4,399 102,338 PRUDENTIAL FINANCIAL INC 15,975 1,445,099 PRUDENTIAL FINANCIAL INC 1,931 174,678 PRYSMIAN SPA 360 6,600 PS BUSINESS PKS INC CALIF 86 6,840 PSB INDUSTRIES 3,100 146,299 PTC INC 504 18,472 PTC THERAPEUTICS INC 93 4,815 PUBLIC STORAGE INC 599 110,725 PUBLIC SVC ENTERPRISE GROUP INC 2,119 87,748 PUBLICIS GROUPE 319 23,022 PULTE HOMES INC 1,622 34,808 PUMA BIOTECHNOLOGY INC 98 18,548 PVA TEPLA AG 17,816 34,903 PVH CORP 339 43,450 PZENA INVT MGMT INC 57 539 QAD INC 24 543 QANTAS AIRWAYS LIMITED 941 1,848 QBE INS GROUP LTD AUDI ORDS 2,327 21,347 QEP RES INC 750 15,165 QIAGEN NV 398 9,324 QIAGEN NV ADR 987 23,155 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - GORPORATE STOCK SHARES MARKET VALUE QINETIQ PLC 15,900 46,584 QLIK TECHNOLOGIES INC 382 11,800 QLOGIC CORP 396 5,275 QTS RLTY TR INC 62 2,098 QUAD / GRAPHICS INC CL A 134 3,077 QUAKER CHEMICAL CORP 58 5,338 QUALCOMM INC 21,475 1,596,237 QUALCOMM INC 7,075 525,885 QUALITY DISTR INC FLA 88 936 QUALITY SYS INC 177 2,759 QUALYS INC 89 3,360 QUANEX BUILDING PRODUCTS 164 3,080 QUANTA SVCS INC 875 24,841 QUANTUM CORP-DLT & STORAGE 1,351 2,378 QUEST DIAGNOSTICS INC 609 40,840 QUESTAR CORPORATION 738 18,657 QUICKSILVER RESOURCES INC 627 124 QUIDEL CORP 124 3,586 QUIKSILVER INC 589 1,302 QUINSTREET INC 165 1,002 QUINTILES TRANSNATIONAL HLDGS IN 237 13,952 RACKSPACE HOSTING INC 476 22,282 RADIAN GROUP INC 759 12,690 RADIUS HEALTH INC 32 1,245 RADNET INC 136 1,161 RAIFFEISEN INTL BANK HOLDING 207 3,140 RAIT 390 2,991 RAKUTEN INC 1,365 19,155 RALLY SOFTWARE DEV CORP 41 466 RALPH LAUREN CORP 251 46,475 RAMBUS INC 494 5,478 RAMCO-GERSHENSON PROPERTIES TR MARYLAND 295 5,528 RAMSAY HEALTH CARE LIMITED 232 10,841 RANDGOLD RESOURCES LTD 150 10,244 RANDSTAD HOLDING NV 219 10,616 RANGE RESOURCES CORP 682 36,453 RANK GROUP PLC 56,814 143,200 RAPTOR PHARMACEUTICAL CORP COM 265 2,788 RAVEN INDS INC 161 4,025 RAYMOND JAMES FINL INC 510 29,218 RAYONIER ADVANCED MATLS INC 175 3,903 RAYONIER INC 527 14,724 RAYTHEON COMPANY 11,475 1,241,251 RAYTHEON COMPANY 1,316 142,352 RBC BEARINGS INC 101 6,518 RE/MAX HLDGS INC 51 1,747 REA GROUP LTD 93 3,452 REACHLOCALINC 102 351 READING INTL INC 104 1,379 REALD INC 169 1,994 REALNETWORKS INC 126 887 REALOGY HLDGS CORP 614 27,317 REALPAGE INC 206 4,524 REALTY INCOME CORP REIT 927 44,227 RECEPTOS INC 91 11,148 RECKITT BENCKISER GRP PLS ORDS 1,114 90,498 RECORDATI SPA PAR EUR 1 8,900 138,391 RECRUIT HOLDINGS CO LTD 250 7,173 RECTICEL SA 17,700 110,262 RED ELECTRICA DE ESPANA 185 16,389 RED HAT INC 794 54,897 RED ROBIN GOURMET BURGERS INC 62 4,772 REDWOOD TRUST INC REIT 360 7,092 REED ELSEVIER NV 1,198 28,762 REED ELSEVIER PLC 1,957 33,566 REGAL BELOIT CORP WISCONSIN 197 14,814 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE REGAL ENTERTAINMENT GROUP CL A 360 7,690 REGENCY CENTERS CORP 386 24,619 REGENERON PHARMACEUTICALS INC 330 135,383 REGIONAL MGMT CORP 32 506 REGIONS FINL CORP 5,773 60,963 REGIS CORP MINN 210 3,520 REGULUS THERAPEUTICS INC 64 1,027 REINSURANCE GROUP OF AMERICA 289 25,322 REIS INC 49 1,282 RELIANCE STEEL & ALUMINUM CO 323 19,790 RELYPSA INC 70 2,156 REMY COINTREAU SA 44 2,948 REMY INTL INC 83 1,736 RENAISSANCE RE HLDGS LTD 174 16,916 RENASANT CORP 128 3,703 RENAULT FRF25 ORDS 333 24,391 RENEWABLE ENERGY GROUP INC 126 1,223 RENT A CTR INC NEW 234 8,499 RENTECH INC COM 946 1,192 RENTRAK CORP 49 3,568 REPLIGEN CORP 139 2,752 REPOL SA-RTS 01/08/2015 1,735 959 REPROS THERAPEUTICS INC 111 1,107 REPSOL YPF SA 1,735 32,637 REPUBLIC AIRWAYS HOLDINGS INC 207 3,020 REPUBLIC BANCORP INC CL A 65 1,607 REPUBLIC SVCS INC 26,325 1,059,581 REPUBLIC SVCS INC 1,132 45,563 RESMED INC 596 33,412 RESOLUTE ENERGY CORP 285 376 RESOLUTE FST PRODS INC 309 5,441 RESONA HOLDINGS INC 3,829 19,542 RESOURCE AMER INC CL A 72 651 RESOURCE CAP CORP COM 564 2,843 RESOURCES CONNECTION INC 181 2,977 RESTAURANT BRANDS INTL INC 182 7,105 RESTAURANT BRANDS INTL INC 894 34,902 RESTAURANT BRANDS INTL LTD PARTN - EXCH UNITS 4 151 RESTORATION HARDWARE HLDGS INC 131 12,577 RETAIL OPPORTUNITY INVTS CORP 319 5,356 RETAIL PPTYS AMER INC REIT 995 16,607 RETAILMENOT INC 129 1,886 RETROPHIN INC 84 1,028 REVLON INC CL A CL A 65 2,220 REVOLUTION LTG TECHNOLOGIES INC 177 239 REX ENERGY CORP 200 1,020 REX STORES CORP 31 1,921 REXAM PLC 1,220 8,633 REXELSA 474 8,518 REXFORD INDL RLTY INC 192 3,016 REXNORD CORP NEW 316 8,914 REYNOLDS AMERICAN INC 1,294 83,165 RF MICRO DEVICES INC 1,235 20,489 RHEINMETALL AG 1,900 83,390 RHI AG 7,500 170,667 RICE ENERGY INC 222 4,655 RICOH LEASING CO LTD 5,000 129,906 RICOH LTD JPY50 ORDS 1,213 12,434 RIGEL PHARMACEUTICALS INC 574 1,303 RIGHTSIDE GROUP LTD 31 208 RIGNET INC 52 2,134 RINGCENTRAL INC CLASS A 117 1,746 RINNAI CORP 60 4,069 RIO TINTO LIMITED 746 35,409 RIO TINTO PLC 2,181 102,022 RIOCAN REAL ESTATE INVT TR 261 5,943 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE RITE AID CORP STORES 4,104 30,862 RIVERBED TECHNOLOGY INC COM 718 14,654 RLI CORP 186 9,188 RU LODGING TR COM 543 18,207 ROADRUNNER TRANSN SVCS HLDGS INC 78 1,821 ROBERT HALF INTL INC 15,625 912,188 ROBERT HALF INTL INC 584 34,094 ROCHE HOLDING AG GENUSSCHEIN 1,204 327,036 ROCK TENN CO CL A 602 36,710 ROCKET FUEL INC 21 339 ROCKWELL AUTOMATION INC 584 64,941 ROCKWELL COLLINS 568 47,985 ROCKWELL MED TECHNOLOGIES INC 165 1,696 ROCKWOOD HLDGS INC 306 24,113 ROFIN SINAR TECHNOLOGIES INC 125 3,596 ROGERS COMMUNICATIONS INC - B 627 24,452 ROGERS CORP 75 6,108 ROHM CO LTD JPY50 ORDS 170 10,436 ROLLINS INC 279 9,235 ROLLS-ROYCE HOLDINGS PLC 3,233 43,857 ROLLS-ROYCE HOLDINGS-PRF C 293,490 1 ROPER INDS INC NEW 414 64,729 ROSETTA RES INC 268 5,979 ROSETTA STONE INC 66 644 ROSS STORES INC 892 84,080 ROUNDYSINC 115 557 ROUSE PPTYS INC 134 2,482 ROVI CORP 404 9,126 ROWAN COMPANIES PLC 545 12,709 ROYAL BANK OF CANADA 2,471 171,183 ROYAL BANK OF SCOTLAND 4,370 26,874 ROYAL CARIBBEAN CRUISES LTD 684 56,382 ROYAL DUTCH SHELL 'B' SHS EUR 0 07 4,183 145,644 ROYAL DUTCH SHELL PLC A SHS 6,758 226,923 ROYAL GOLD INC 270 16,929 ROYAL MAIL PLC 1,150 7,709 RPC ENERGY SVCS INC 279 3,638 RPC GROUP PLC 16,700 129,417 RPC GROUP PLC-RTS NIL PAID 01/08/2015 4,966 13,589 RPM INTERNATIONAL INC 554 28,093 RPX CORP 221 3,045 RR DONNELLEY & SONS CO 815 13,696 RSA INSURANCE GROUP PLC 1,738 11,788 RSP PERMIAN INC 102 2,564 RTI BIOLOGICS INC 330 1,716 RTI INTL METALS INC 139 3,511 RTL GROUP 68 4,842 RUBICON TECHNOLOGY INC 105 480 RUBY TUESDAY INC 257 1,758 RUCKUS WIRELESS INC 194 2,332 RUDOPLH TECHNOLOGIES INC 208 2,128 RUSH ENTERPRISES INC CL A 154 4,936 RUTHS CHRIS STEAK HSE INC 151 2,265 RWE AG 848 26,321 RYDER SYSTEMS INC 17,150 1,592,378 RYDER SYSTEMS INC 219 20,334 RYLAND GROUP 202 7,789 RYMAN HEALTHCARE LTD 660 4,395 RYMAN HOSPITALITY PPTYS INC 193 10,179 S & T BANCORP INC 125 3,726 SAAB AB-B 5,000 129,212 SABMILLER PLC 1,657 86,837 SABRA HEALTH CARE REIT INC 199 6,044 SABRE CORP 190 3,851 SAFEGUARD SCIENTIFICS INC 88 1,744 SAFETY INS GROUP INC 57 3,649 • 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE SAFEWAY INC 965 33,891 SAFRAN CO 464 28,776 SAGA COMMUNICATIONS INC CL A CL A NEW 28 1,217 SAGE GROUP PLC 1,859 13,499 SAGENT PHARMACEUTICALS INC 88 2,210 SAIA INC COM 107 5,924 SAINSBURYJ PLC 2,187 8,413 SAIPEM S P A 468 4,964 SAKAI MOVING SERVICE CO LTD 3,900 113,524 SAKATA INX CORP 22,000 247,350 SALESFORCE COM INC 2,583 153,198 SALIX PHARMACEUTICALS LTD 266 30,574 SALLY BEAUTY HLDGS INC 677 20,811 SAM YOUNG ELECTRONICS CO 7,900 85,171 SAMCHULLY CO LTD 1,300 164,400 SAMJIN PHARMACEUTICAL CO LTD 2,444 47,584 SAMPO OYJ - A SHS 766 35,983 SANCHEZ ENERGY CORP 169 1,570 SANDERSON FARMS INC 101 8,487 SANDISK CORP 946 92,689 SANDRIDGE ENERGY INC 2,171 3,951 SANDS CHINA LTD 4,196 20,642 SANDVIK AB 1,849 18,046 SANDY SPRING BANCORP INC 128 3,338 SANFILIPPO JOHN B & SON INC 48 2,184 SANGAMO BIOSCIENCES INC 271 4,122 SANKYO CO LTD JPY ORDS 83 2,873 SANMINA CORP 366 8,612 SANOFI-SYNTHELABO SA 2,038 186,588 SANRIO CO LTD 86 2,152 SANSHIN ELECTRONICS CO LTD 11,900 81,984 SANTANDER CONSUMER USA HLDGS INC 385 7,550 SANTEN PHARMACEUTICLJPY50 131 7,069 SANTOS LIMITED AO 25 1,676 11,315 SAP AG 1,579 111,318 SAPIENS INTERNATIONAL CORP 101 744 SAPIENT CORP 484 12,042 SAPUTO INC 446 13,446 SAREPTATHERAPEUTICS INC 190 2,749 SAUL CENTERS INC 33 1,887 SBA COMMUNICATIONS CORP 534 59,146 SBI HOLDINGS INC 357 3,948 SCANA CORP 584 35,274 SCANSOURCE INC 123 4,940 SCENTRE GROUP 9,190 26,263 SCHEIN HENRY INC 364 49,559 SCHINDLER HOLDING AG-REG 37 5,310 SCHINDLER HOLDING-PART CERT 76 11,014 SCHLUMBERGER LTD 5,451 465,570 SCHNEIDER ELECTRIC SA 904 66,302 SCHNITZER STEEL INDS INC CL A 114 2,572 SCHOLASTIC CORP 117 4,261 SCHOUW & CO 7,000 329,880 SCHRODERS PLC 218 9,130 SCHULMAN A INC 130 5,269 SCHWAB CHARLES CORP NEW 4,730 142,799 SCHWEITZER-MAUDUIT INTL INC 137 5,795 SCICLONE PHARMACEUTICALS INC 323 2,829 SCIENCE APPLICATIONS INTL CORP N 183 9,064 SCIENTIFIC GAMES CORP CL A 212 2,699 SCIQUEST INC NEW 101 1,459 SCOR REGROUPE 271 8,262 SCOR REGROUPE 10,700 326,222 SCORPIO BULKERS INC 588 1,158 SCORPIO TANKERS INC 684 5,944 SCOT HYDRO-ELECT SCOTTISH HYDRO ELECTRIC PLC 50P 1,671 42,261 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line lob - CORPORATE STOCK SHARES MARKET VALUE SCOTTS MIRACLE-GRO CO CL A 188 11,716 SCRIPPS E W CO OH 139 3,107 SCRIPPS NETWORKS INTERACTIVE CL A 442 33,269 SEABOARD CORP DEL 1 4,198 SEACHANGE INTL INC 158 1,008 SEACOAST BANKING CORP FLORIDA 130 1,788 SEACOR HOLDINGS INC 88 6,495 SEADRILL LTD 676 7,795 SEADRILL LTD 1,480 17,671 SEALED AIR CORP NEW 908 38,526 SEARS HLDGS CORP 112 3,694 SEARS HOMETOWN & OUTLET STORES I 53 697 SEATTLE GENETICS INC/WA 8,480 272,462 SEATTLE GENETICS INC/WA 441 14,169 SEAWORLD ENTMT INC 286 5,119 SECOM CO Y50 364 21,085 SECURITAS AB SER B SEK1 SHS 554 6,684 SEDGMAN LTD 109,000 53,519 SEEK LTD 570 8,056 SEGA SAMMY HOLDINGS INC 329 4,270 SEGRO PLC 1,313 7,581 SEI INVESTMENT COMPANY 557 22,302 SEIBU HOLDINGS INC 207 4,258 SEIKO EPSON CORP 229 9,722 SEKISUI CHEMICAL CO JPY50 753 9,138 SEKISUI HOUSE LTD 958 12,681 SELECT COMFORT CORP OC-CAP STK 247 6,676 SELECT INCOME REIT 154 3,759 SELECT MED HLDGS CORP 330 4,752 SELECTIVE INSURANCE GROUP INC 243 6,602 SEMBCORP INDUSTRIES LTD 1,739 5,840 SEMBCORP MARINE LTD 1,479 3,638 SEMGROUP CORP 184 12,584 SEMPRA ENERGY 1,027 114,367 SEMTECH CORP COM 295 8,133 SENECA FOODS CORP NEW 55 1,487 SENIOR HOUSING PROP TRUST 853 18,860 SENOMYX INC 178 1,070 SENSHU ELECTRIC CO LTD 11,600 166,315 SENSHU IKEDA HOLDINGS INC 30,600 140,372 SENSIENT TECHNOLOGIES CORP 219 13,214 SEQUENOM INC 688 2,546 SERVICE CORP INTERNATL 892 20,248 SERVICEMASTER GLOBAL HLDGS INC 173 4,631 SERVICENOW INC 606 41,117 SERVICESOURCE INTL INC COM 365 1,708 SERVIZI ITALIA SPA 25,909 125,094 SES 526 18,914 SEVEN AND I HOLDINGS CO LTD FOREIGN STOCK 1,291 46,931 SEVEN BANK LTD 1,053 4,462 SEVENTY SEVEN ENERGY INC 158 855 SEVERN TRENT PLC 410 12,824 SGS SA - Reg 9 18,523 SHANGRI-LA ASIA LTD HKD1 ORDS 1,841 2,540 SHARP CORP JPYSD 2,709 6,055 SHAW COMMUNICATIONS INC - B 687 18,595 SHENANDOAH TELECOMMUNICATIONS CO 106 3,313 SHERWIN WILLIAMS CO 361 94,957 SHIKOKU ELECTRIC POWER Y500 315 3,849 SHILOH INDS INC 55 865 SHIMADZU CORP 419 4,306 SHIMAMURA CO Y50 39 3,383 SHIMANO INC 135 17,622 SHIMIZU CORPORATION 1,046 7,180 SHIN-ETSU CHEMCIAL CO JPY50 ORDS 703 46,122 SHINKO PLANTECH CO LTD 16,300 114,879 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE SHINSEI BANK LTD 2,920 5,139 SHIONOGI & CO LTD 511 13,319 SHIP FINANCE INTL LTD 248 3,502 SHIRE LTD 1,010 71,388 SHISEIDO CO JPY50 ORD 637 8,995 SHIZUOKA BANK LTD/THE 936 8,642 SHOE CARNIVAL INC 90 2,312 SHORETEL INC 310 2,279 SHOWA SANGYO CO LTD 39,000 156,788 SHOWA SHELL SEKIYU K K 333 3,308 SHUTTERFLY INC 166 6,921 SHUT'TERSTOCKINC 63 4,353 SIEGRIED HOLDING AG -REG 800 130,428 SIEMENS AG 1,359 154,172 SIERRA BANCORP 72 1,264 SIGMA ALDRICH CORP 503 69,047 SIGNATURE BANK 211 26,578 SIGNET JEWELERS LTD 338 44,471 SIKA AG BR 3 8,864 SILGAN HOLDINGS INC 193 10,345 SILICON GRAPHICS INTL CORP 202 2,299 SILICON IMAGE INC 325 1,794 SILICON LABORATORIES INC 186 8,857 SILVER BAY RLTY TR CORP 161 2,666 SILVER SPRING NETWORKS INC 35 295 SILVER WHEATON CORP 613 12,506 SIMMONS 1ST NATL CORP CL A 69 2,805 SIMON PROPERTY GROUP INC 1,300 236,743 SIMPSON MFG INC 178 6,159 SINCLAIR BROADCAST GROUP CL A 300 8,208 SINGAPORE AIRLINES LTD 955 8,360 SINGAPORE EXCHANGE LTD 1,415 8,340 SINGAPORE PRESS HOLDINGS LTD 2,743 8,715 SINGAPORE TECHNOLOGIES ENG 2,747 7,048 SINGAPORE TELECOMMUNICATIONS 13,665 40,217 SINO LAND CO 5,292 8,544 SIRIUS XM HLDGS INC 10,886 38,101 SIRONA DENTAL SYS INC 231 20,182 SIX FLAGS ENTMT CORP NEW 290 12,514 SIZMEK INC 147 920 SJM HOLDINGS LTD 3,439 5,481 SJW CORP 68 2,184 SKANDINAVIS ENSKILDA BANKEN SER SEK10 2,603 33,102 SKANSKA AB-B SHS 651 13,963 SKECHERS USA INC CL A 171 9,448 SKF AB-B SHS 679 14,303 SKILLED HEALTHCARE GROUP INC CL A 118 1,011 SKULLCANDY INC 87 800 SKY PLC 1,790 25,092 SKYWEST INC 230 3,054 SKYWORKS SOLUTIONS INC 800 58,168 SL GREEN REALTY CORP 400 47,608 SLM CORP 1,775 18,087 SM ENERGY CO 279 10,764 SMC CORP JPY50 ORDS 95 25,332 SMITH & NEPHEW PLC 1,548 28,675 SMITH & WESSON HLDG CORP 247 2,339 SMITH A 0 CORP 316 17,826 SMITHS GROUP PLC 676 11,574 SMT SCHARF AG 3,223 53,860 SNAM RETE GAS 3,518 17,454 SNAP ON INC 13,950 1,907,523 SNAP ON INC 244 33,365 SNC LAVALIN GROUP INC 268 10,137 SNOWWORLD N V 204 1,961 SNYDERS-LANCE INC 210 6,416 • 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line Job - CORPORATE STOCK SHARES MARKET VALUE SOCIETE GENERALE 1,248 52,841 SOCO INTERNATIONAL PLC 21,500 101,712 SODEXHO ALLIANCE SA 161 15,833 SOFTBANK CORP 1,646 98,984 SOLARCITY CORP 178 9,519 SOLARWINDS INC 287 14,301 SOLAZYME INC 286 738 SOLERA HLDGS INC 290 14,842 SOLVAY ET CIE CL A 101 13,737 SONIC AUTOMOTIVE INC 172 4,651 SONIC CORP 248 6,753 SONIC HEALTHCARE LTD 673 10,189 SONOCO PRODS CO 426 18,616 SONOVA HOLDINGS AG 94 13,897 SONUS NETWORKS INC 957 3,799 SONY CORP JPY50 ORDS 1,811 37,347 SONY FINANCIAL HOLDINGS INC 307 4,563 SOTHEBYS HLDGS INC CL A 255 11,011 SOUTH JERSEY INDUSTRIES 140 8,250 SOUTH ST CORP 105 7,043 SOUTHERN CO 3,751 184,212 SOUTHERN COPPER CORP 612 17,258 SOUTHERN CROSS MEDIA GROUP 9,200 8,470 SOUTHSIDE BANCSHARES INC 100 2,891 SOUTHWEST AIRLINES CO 2,911 123,194 SOUTHWEST BANCORP INC OKLA 103 1,788 SOUTHWEST GAS CORP 203 12,547 SOUTHWESTERN ENERGY CO 1,472 40,171 SOVRAN SELF STORAGE INC 137 11,949 SP PLUS CORP 64 1,615 SPANSION INC CL A 252 8,623 SPAREBANK 1 SR BANK ASA 26,500 185,561 SPARK NEW ZEALAND LIMITED 3,227 7,857 SPARTAN MOTORS 204 1,073 SPARTANNASH CO 162 4,235 SPARTON CORPORATION 61 1,729 SPDR ENERGY 130,000 10,290,800 SPECTRA ENERGY CORP 2,822 102,439 SPECTRANETICS CORP 179 6,190 SPECTRUM BRANDS HLDGS INC 94 8,994 SPECTRUM PHARMACEUTICALS INC 347 2,405 SPEED COMM INC 239 739 SPEEDWAY MOTORSPORTS INC 70 1,531 SPIRIT AEROSYSTEMS HLDGS INC 524 22,553 SPIRIT AIRLS INC COM 306 23,127 SPIRIT RLTY CAP INC NEW 1,626 19,333 SPLUNK INC 495 29,180 SPOK HLDGS INC 129 2,239 SPORTS DIRECT INTERNATIONAL 474 5,255 SPRINGLEAF HLDGS INC 107 3,870 SPRINT CORP 3,065 12,720 SPROUTS FMRS MKT INC 411 13,966 SPS COMM INC 67 3,794 SPX CORP 171 14,692 SS&C TECHNOLOGIES HLDGS INC 285 16,670 ST GALLER KANTONALBANK A-REG 270 98,093 ST JOE COMPANY 295 5,425 ST JUDE MED INC 29,150 1,895,625 ST JUDE MED INC 1,186 77,126 ST MICROELECTRONICS 1,127 8,455 STAAR SURGICAL CO 154 1,403 STAG INDL INC COM 237 5,807 STAGE STORES INC 145 3,002 STAMPS COM INC 69 3,311 STANCORP FINL GROUP INC 194 13,553 STANDARD CHARTERED PLC 4,234 63,576 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE STANDARD LIFE PLC 4,099 25,572 STANDARD MOTOR PRODUCTS INC 82 3,126 STANDARD PAC CORP 656 4,782 STANDEX INTL CORP 56 4,327 STANLEY BLACK & DECKER INC 655 62,932 STANLEY ELECTRIC CO LTD 252 5,507 STAPLES INC 2,707 49,051 STARBUCKS CORP 17,375 1,425,619 STARBUCKS CORP 3,157 259,032 STARHUB LTD 1,066 5,352 STARWOOD HOTELS & RESORT COM 747 60,559 STARWOOD PPTY TR INC 927 21,543 STARWOOD WAYPOINT RESIDENTIAL TR 171 4,509 STARZ 392 11,642 STATE AUTO FINL CORP 87 1,933 STATE BK FINL CORP 134 2,677 STATE NAIL COS INC 109 1,306 STATE STREET CORP 1,801 141,379 STATOIL ASA 1,913 33,476 STEEL DYNAMICS INC 968 19,108 STEELCASEINC 373 6,695 STEF 1,800 97,908 STEIN MART INC 164 2,398 STEINER LEISURE LTD 65 3,004 STEMLINE THERAPEUTICS INC 54 921 STEPAN CO 83 3,327 STERICYCLE INC 361 47,320 STERIS CORP 258 16,731 STERLING BANCORP DEL 369 5,306 STERLING CONSTRUCTION CO 98 626 STEWART INFO SVCS CORP 109 4,037 STIFEL FINANCIAL CORP 279 14,235 STILLWATER MINING CO 523 7,709 STOCK YDS BANCORP INC 79 2,634 STO CK LAN D 4,080 13,756 STONE ENERGY CORP 221 3,730 STONEGATE BK FT LAUDERDALE FL 41 1,214 STONERIDGE INC 149 1,916 STORA ENSO OY J SER R NPV 973 8,754 STRAD ENERGY SVCS LTD 36,100 111,581 STRATASYSLTD 207 17,204 STRATEGIC HOTELS & RESORTS INC 1,119 14,804 STRATTEC SECURITY CORP 14 1,156 STRAYER EDUCATION INC 45 - 3,343 STRYKER CORP 1,399 131,968 STURM RUGER & CO INC 84 2,909 STW COMMUNICATIONS GROUP LTD 108,300 86,413 SUCAMPO PHARMACEUTICALS INC CL A 83 1,185 SUEZ ENVIRONNEMENT SA 496 8,664 SUFFOLK BANCORP 48 1,090 SULZER AG CHF100 REGD SHS 42 4,480 SUMITOMO CHEMICAL CO LTD 2,636 10,531 SUMITOMO CORP JPYSO ORDS 1,952 20,221 SUMITOMO DAINIPPON PHARMA CO LTD 281 2,745 SUMITOMO ELEC INDS LTD 1,292 16,304 SUMITOMO HEAVY INDUSTRIES 978 5,327 SUMITOMO METAL MNG ORD 897 13,542 SUMITOMO MITSUI FINANCIAL GROUP 2,181 79,585 SUMITOMO MITSUI TRUST HOLDINGS 5,754 22,230 SUMITOMO REALTY & DEVELOPMENT JPYSO 619 21,330 SUMITOMO RUBBER INDUSTRIES LTD 302 4,534 SUMMIT HOTEL PPTYS INC COM 377 4,690 SUN BANCORP INC N J 67 1,300 SUN CMNTYS INC 201 12,152 SUN HUNG KAI PROPERTIES LTD HKO 50 2,802 42,745 SUN HYDRAULICS CORP 95 3,741 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990- PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE SUN LIFE FINANCIAL INC 1,048 37,930 SUNCOKE ENERGY INC 307 5,937 SUNCOR ENERGY INC 2,511 79,996 SUNCOR ENERGY INC NEW 35,300 1,121,834 SUNCORP-METWAY LIMITED 2,231 25,670 SUNEDISON INC 1,123 21,910 SUNESIS PHARMACEUTICALS INC 256 653 SUNPOWER CORP 182 4,701 SUNSTONE HOTEL INVESTORS INC 813 13,423 SUNTEC REIT 4,067 6,013 SUNTORY BEVERAGE & FOOD LTD 246 8,556 SUNTRUST BANKS INC 2,230 93,437 SUPER MICRO COMPUTER INC 155 5,406 SUPERIOR ENERGY SVCS INC 673 13,561 SUPERIOR INDS INTL INC 122 2,414 SUPERNUS PHARMACEUTICALS INC 89 739 SUPERVALU INC 899 8,720 SURGICAL CARE AFFILIATES INC 49 1,649 SURMODICS INC 57 1,260 SURUGA BANK LTD/THE 319 5,915 SUSQUEHANNA BANCSHARES INC PA 819 10,999 SUZUKEN CO LTD JPY50 ORDS 124 3,454 SUZUKI MOTOR CORP 632 19,187 SVB FINL GROUP 212 24,607 SVENSKA CELLULOSA AB-B SHS 1,018 21,964 SVENSKA HANDELSBKEN SER A SEK10 855 40,040 SWATCH GROUP AG REG 87 7,530 SWEDBANK ABA SHARES 1,552 38,759 SWEDISH MATCH AB 343 10,726 SWIFT ENERGY CO 228 923 SWIFT TRANSN CO 368 10,536 SWIRE PACIFIC LTD HKD 60 CL A 0 1,086 14,144 SWIRE PROPERTIES LTD 2,070 6,113 SWISS LIFE HOLDING 54 12,847 SWISS LIFE HOLDING 2,200 523,403 SWISS PRIME SITE 96 7,053 SWISS RE LTD 603 50,763 SWISSCOM AG ITTIGEN CHF25 REGD SHS 39 20,508 SWS GROUP INC 155 1,071 SYDBANK A/S 3,700 114,359 SYDNEY AIRPORT 1,902 7,331 SYKES ENTERPRISES INC 174 4,084 SYMANTEC CORP 2,917 74,836 SYMETRA FINL CORP 358 8,252 SYMMETRY SURGICAL INC 39 304 SYMRISE AG 211 12,800 SYNAGEVA BIOPHARMA CORP 85 7,887 SYNAPTICS INC 143 9,844 SYNCHRONOSS TECHNOLOGIES INC 147 6,153 SYNCHRONY FINL 538 16,006 SYNERGY PHARMACEUTICALS INC DEL 481 1,467 SYNERGY RES CORP 263 3,298 SYNGENTA AG 159 51,205 SYNNEX CORP 116 9,067 SYNOPSYS INC 643 27,951 SYNOVUS FINL CORP 613 16,606 SYNTA PHARMACEUTICALS CORP 239 633 SYNTEL INC 136 6,117 SYNTHOMER PLC 31,200 115,296 SYNUTRA INTL INC 177 1,076 SYSCO 2,447 97,121 SYSMEX CORP 256 11,509 SYSTEMAX INC 64 864 T ROWE PRICE GROUP INC 17,725 1,521,869 T ROWE PRICE GROUP INC 1,099 94,360 T&D HOLDINGS INC 992 12,063 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE TABCORP HOLDINGS LTD 1,334 4,521 TABLEAU SOFTWARE INC 160 13,562 TAHOE RES INC 373 5,174 TAIHEIYO CEMENT CORPORATION 2,080 6,575 TAISEI CORP Y50 1,807 10,354 TAISHO PHARMACEUTICAL HOLDINGS 55 3,395 TAIYP NIPPON SANSO CORP 259 2,880 TAKASHIMAYA CO LTD 468 3,775 TAKEDA CHEMICAL JPY ORDS 1,353 56,385 TAKE-TWO INTERACTIVE SOFTWARE 355 9,951 TAL INTL GROUP INC 148 6,448 TALISMAN ENERGY INC 1,832 14,393 TALMER BANCORP INC 74 1,039 TANDEM DIABETES CARE INC 40 508 TANGER FACTORY OUTLET CTRS INC 380 14,045 TANGOE INC 159 2,072 TARGA RES CORP 158 16,756 TARGET CORP 2,661 201,997 TASER INTL INC 227 6,011 TATE & LYLE PLC 25P ORDS 824 7,748 TATE & LYLE PLC 25P ORDS 11,800 110,947 TATTS GROUP LTD 2,507 7,099 TAUBMAN CTRS INC 268 20,481 TAYLOR MORRISON HOME CORP 140 2,645 TCF FINL CORP 720 11,441 TD AMERITRADE HLDG CORP 33,849 1,211,117 TD AMERITRADE HLDG CORP 1,131 40,467 TDC A/S 1,391 10,676 TDK CORP 211 12,601 TEAM HEALTH HOLDINGS INC 301 17,317 TEAM INC 91 3,682 TECH DATA CORP 165 10,433 TECHNIP SA 175 10,464 TECHNOPOLIS OYJ 18,600 83,278 TECHTARGETINC 49 557 TECHTRONIC INDUSTRIES CO 2,416 7,789 TECK RESOURCES LTD-CLS B 983 13,477 TECO ENERGY 956 19,588 TEEKAY CORP 191 9,720 TEEKAY TANKERS LTD CLASS A 315 1,594 TEIJIN LTD 1,655 4,431 TEJON RANCH CO 70 2,062 TELE2 AB-B SHS 564 6,841 TELECOM ITALIA SPA 17,452 18,627 TELECOM ITALIA-RNC 10,663 8,948 TELECOMMUNICATION SYS INC CL A 284 886 TELEDYNE TECHNOLOGIES INC 164 16,849 TELEFLEX INC 173 19,864 TELEFONICA DEUTSCHLAND HOLDINGS 975 5,208 TELEFONICA SA EUR1 ORDS 7,021 101,272 TELENAV INC 169 1,127 TELENET GROUP HOLDING NV 91 5,113 TELENOR ASA 1,286 25,986 TELEPHONE & DATA 360 9,090 TELETECH HOLDINGS INC 79 1,871 TELIASONERA AB 4,130 26,590 TELSTRA CORP LTD 7,465 36,471 TELUS CORP 347 12,550 TEMPLETON CHINA WORLD FUND 334,019 10,267,750 TEMPUR-PEDIC INTL INC 265 14,551 TENARIS SA 809 12,198 TENET HEALTHCARE CORP 406 20,572 TENNANT CORP 81 5,846 TENNECO INC 256 14,492 TERADATA CORP DEL 660 28,829 TERADYNE INC 837 16,564 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE TEREX CORP NEW 469 13,076 TERNA SPA 2;584 11,757 TERRAFORM PWR INC - A 96 2,964 TERRENO RLTY CORP 179 3,693 TERRITORIAL BANCORP INC 72 1,552 TERUMO CORPORATION 520 11,957 TESARO INC 80 2,975 TESCO CORP ADR 126 1,615 TESCO ORD 5P 13,924 41,034 TESLA MTRS INC 399 88,742 TESORO CORPORATION 543 40,372 TESSCO TECHNOLOGIES INC 32 928 TESSERA TECHNOLOGIES INC 234 8,368 TETON ADVISORS INC CL B 9 2 TETRA TECH INC NEW 285 7,610 TETRA TECHNOLOGIES INC DEL 348 2,325 TETRAPHASE PHARMACEUTICALS INC 109 4,328 TEVA PHARMACEUTICAL IND LTD 1,468 83,747 TEXAS CAPITAL BANCSHARES INC 179 9,725 TEXAS INSTRS INC 4,518 241,555 TEXAS ROADHOUSE INC CLASS A 274 9,250 TEXTAINER GROUP HOLDINGS LTD 94 3,226 TEXTRON INC 1,163 48,974 TEXTURA CORP 78 2,221 TFS FINL CORP 349 5,195 TG THERAPEUTICS INC 114 1,806 THALES EUR3 161 8,766 THE DAITO BANK LTD 82,000 96,432 THE IYP BANK LTD 416 4,549 THE MCCLATCHY CO (HLDGS CO) CL A 363 1,205 THE SWATCH GROUP AG-B 52 23,246 THE TOHO BANK LTD 32,000 108,362 THERAPEUTICSMD INC 466 2,074 THERAVANCE BIOPHARMA INC 98 1,462 THERAVANCE INC 345 4,882 THERMO FISHER SCIENTIFIC INC 1,670 209,234 THERMON GROUP HLDGS INC 120 2,903 THIRD POINT REINSURANCE LTD 237 3,434 THK CO LTD 201 4,905 THOMSON REUTERS CORP 619 25,049 THOMSON REUTERS CORP 1,492 60,187 THOR IND INC 194 10,839 THORATEC CORPORATION 251 8,147 THRESHOLD PHARMACEUTICALS INC 240 763 THYSSENKRUPP AG 785 20,195 TIDEWATER INC 217 7,033 TIFFANY & CO 467 49,904 TILE SHOP HLDGS INC 110 977 TILLYS INC 59 572 TIME INC NEW 466 11,468 TIME WARNER CABLE INC 1,172 178,214 TIME WARNER INC 29,450 2,515,619 TIME WARNER INC 3,692 315,371 TIMKEN CO 345 14,725 TIMKENSTEEL CORP 172 6,369 TITAN INTERNATIONAL INC 238 2,530 TITAN MACHY INC 72 1,004 TIVO INC 484 5,731 TJX COMPANIES INC NEW 31,800 2,180,844 TJX COMPANIES INC NEW 2,931 201,008 T-MOBILE US INC 1,117 30,092 TNT EXPRESS 771 5,170 TOBU RAILWAY JPYSO ORDS 1,808 7,811 TOHO CO LTD 200 4,566 TOHO GAS CO LTD 724 3,575 TOHOKU ELECTRIC POWER Y500 800 9,382 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE TOKIO MARINE HOLDINGS INC 1,187 38,943 TOKYO ELEC PWR 2,559 10,501 TOKYO ELECTRON LTD Y50 297 22,842 TOKYO GAS CO LTD 3,984 21,669 TOKYO TATEMONO CO LTD 727 5,342 TOKYO TY FINANCIAL GROUP INC 4,600 128,337 TOKYU CORPORATION 1,949 12,176 TOKYU FUDOSAN HOLDINGS CORP 846 5,934 TOLL BROS INC 744 25,497 TOLL HOLDINGS LIMITED 1,205 5,808 TOMOKU CO LTD 32,000 76,067 TOMPKINS COUNTY TRUSTCO INC 64 3,539 TONEN GENERAL SEKIYU K K 500 4,291 TOOTSIE ROLL INDS INC 85 2,605 TOPPAN PRINTING LTD ORD 990 6,498 TORAY INDS JPY50 ORDS 2,517 20,326 TORCHMARK CORP 555 30,064 TORNIER NV 148 3,774 TORO CO 236 15,059 TORONTO- DOMINION BANK 3,156 151,254 TORSTAR CORP CL AB 12,100 68,113 TORTOISE ENERGY INFRASTRUCTURE 15,850 693,755 TOSHIBA CORP ORD YSO 6,900 29,489 TOTAL GABON 300 106,755 TOTAL PRODUCE PLC 176,000 227,832 TOTAL SA 3,669 188,780 TOTAL SYSTEMS SERV 689 23,398 TOTO LTD 501 5,884 TOURMALINE OIL CORP 298 9,957 TOWER INTL INC 86 2,197 TOWER LIMITED 132,700 222,989 TOWERS WATSON & CO CL A 273 30,895 TOWNEBANK PORTSMOUTH VA 111 1,678 TOYO SEIKAN GROUP HOLDINGS 289 3,645 TOYO SUISAN KAISHA LTD 156 5,074 TOYO TIRE & RUBBER CO LTD 17,000 338,312 TOYODA GOSEI CO LTD 115 2,338 TOYOTA INDUSTRIES CORP 279 14,451 TOYOTA MTR CORP COM 4,687 295,461 TOYOTA TSUSHO CORP 375 8,830 TPG TELECOM LTD 489 2,701 TRACTOR SUPPLY CO 584 46,031 TRANSALTA CORP 474 4,305 TRANSCANADA CORP 1,213 59,799 TRANSDIGM GROUP INC 219 43,001 TRANSOCEAN LTD 627 11,585 TRANSURBAN GROUP 3,075 21,591 TRAVELERS COS INC 1,462 154,753 TRAVELPORT WORLDWIDE LTD 125 2,250 TRAV E LZOO I N C 33 416 TRAVIS PERKINS PLC 433 12,538 TREASURY WINE ESTATES LTD 1,145 4,470 TRECORA RES 106 1,558 TREDEGAR CORPORATION 134 3,014 TREE COM INC 38 1,837 TREEHOUSE FOODS INC 176 15,053 TREND MICRO INC JPY50 ORDS 186 5,182 TREX COMPANY INC 152 6,472 TRI POINTE HOMES INC 617 9,409 TRIANGLE PETE CORP 284 1,358 TRICO BANCSHARES 92 2,272 TRIMAS CORP 199 6,227 TRIMBLE NAV LTD 1,071 28,424 TRINET GROUP INC 65 2,033 TRINITY INDS INC 662 18,543 TRINITY PLC 10P ORDS 62,300 158,099 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990 - PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE TRIPADVISOR INC 16,466 1,229,352 TRIPADVISOR INC 469 35,016 TRIPLE-S MGMT CORP 99 2,367 TRIQUINT SEMICONDUCTOR INC 723 19,919 TRISTATE CAP HLDGS INC 39 399 TRIUMPH GROUP INC NEW 226 15,192 TRIUS THERAPEUTICS INC 222 3,041 TRONOX LTD CL A 258 6,161 TRUEBLUEINC 180 4,005 TRULIA INC 155 7,135 TRUSTCO BK CORP N Y 418 3,035 TRUSTMARK CORP 295 7,239 TRW AUTOMOTIVE HOLDINGS CORP 466 47,928 TRYG AS 37 4,143 TTM TECHNOLOGIES 311 2,342 TUESDAY MORNING CORP 223 4,839 TUI AG-NEW 353 5,675 TULLETT PREBON PLC 28,500 126,161 TULLOW OIL PLC 1,560 10,068 TUMI HLDGS INC 212 5,031 TUPPERWARE CORP 223 14,049 TURQUOISE HILL RESOURCES LTD 1,424 4,414 TUTOR PERINI CORP 155 3,731 TWENTY-FIRST CENTY FOX INC 7,972 306,165 TWIN DISC INC 35 695 TWITTER INC 2,157 77,372 TWO HERS INVT CORP 1,604 16,072 TYCO INTERNATIONAL PLC 43,325 1,900,235 TYCO INTERNATIONAL PLC 1,751 76,799 TYLER TECHNOLOGIES INC 138 15,103 TYSON FOODS INC CLASS A 1,212 48,589 U M H PPTYS INC COM 118 1,127 U S CONCRETE INC 80 2,276 U S PHYSICAL THERAPY INC 50 2,098 U S SILICA HLDGS INC 226 5,806 UBIQUITI NETWORKS INC 125 3,705 UBS GROUP AG 6,332 108,905 UCB SA 219 16,748 UDR INC 1,050 32,361 UE E&C LTD 163,000 154,377 UFP TECHNOLOGIES INC 33 811 UGI CORP 714 27,118 UIL HLDGS CORP 248 10,798 ULTA SALON COSMETICS & FRAGRANCE 266 34,005 ULTIMATE SOFTWARE GROUP INC 121 17,765 ULTRA CLEAN HLDGS INC COM 136 1,262 ULTRA PETROLEUM CORP 8,445 111,136 ULTRA PETROLEUM CORP 645 8,488 ULTRAGENYX PHARMACEUTICAL INC 29 1,273 ULTRATECH INC 123 2,283 UMB FINANCIAL CORP 156 8,875 UMICORE 190 7,657 UMPQUA HLDGS CORP 741 12,604 UNDER ARMOUR INC CL A 726 49,295 UNIBAIL 169 38,444 UNI-CHARM CORPORATION 638 15,496 UNICREDIT SPA 7,538 48,664 UNIFI INC 78 2,319 UNIFIRST CORP MASS 64 7,773 UNILEVER NV-CVA 2,792 110,276 UNILEVER PLC 2,200 90,150 UNILIFE CORP NEW 386 1,293 UNION BANKSHARES CORP NEW 188 4,527 UNION PACIFIC CORP 15,450 1,840,559 UNION PACIFIC CORP 3,797 452,337 UNIONE DI BANCHE ITALIANE SC 1,515 10,926 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE UNIPOLSAI SPA 1,593 4,306 UNISYS 195 5,749 UNIT CORP 215 7,332 UNITED BANKSHARES INC W VA 274 10,261 UNITED COMMUNITY BANK 181 3,428 UNITED COMMUNITY FINANCIAL 236 1,267 UNITED CONTL HLDGS INC 1,571 105,084 UNITED FINANCIAL BANCORP INC 219 3,145 UNITED FIRE GROUP INC 107 3,181 UNITED INS HLDGS CORP 69 1,515 UNITED INTERNET AG-REG SHARE 204 9,253 UNITED NATURAL FOODS INC 216 16,702 UNITED OVERSEAS BANKS SGD1 ORDS LOCAL 2,206 40,836 UNITED OVERSEAS LAND LTD SGD1 818 4,296 UNITED PARCEL SERVICE 34,050 3,785,339 UNITED PARCEL SERVICE 10,534 1,171,065 UNITED PARCEL SERVICE 2,963 329,397 UNITED RENTALS INC 408 41,620 UNITED STATES CELLULAR CORP 53 2,111 UNITED STATES SUGAR CORP COM 282,842 87,485,859 UNITED STATIONERS INC 178 7,504 UNITED STS LIME & MINERALS INC 11 801 UNITED TECHNOLOGIES CORP 3,837 441,255 UNITED THERAPEUTICS CORP DEL 196 25,380 UNITED URBAN INVESTMENT CORP 4 6,302 UNITED UTILITIES PLC 1,168 16,682 UNITEDHEALTH GROUP INC 15,150 1,531,514 UNITEDHEALTH GROUP INC 4,102 414,671 UNITIL CORP 71 2,604 UNIVERSAL AMERN SPIN CORP 212 1,967 UNIVERSAL CORP 103 4,530 UNIVERSAL DISPLAY CORP 176 4,884 UNIVERSAL ELECTRONICS INC 66 4,292 UNIVERSAL FOREST PRODUCTS INC 88 4,682 UNIVERSAL HEALTH REALTY INC TR 63 3,032 UNIVERSAL HEALTH SVCS INC CL B 379 42,168 UNIVERSAL INS HLDGS INC 109 2,229 UNIVERSAL STAINLESS & ALLOY PROD 46 1,157 UNIVERSAL TECHNICAL INSTITUT 148 1,456 UNIVERSAL TRUCKLOAD SVCS INC 32 912 UNIVEST CORP OF PENNSYLVANIA 70 1,417 UNUMPROVIDENT CORP 1,077 37,566 UNWIRED PLANET INC NEW 515 515 UPM-KYMMENE OY FIM10 ORDS 912 15,031 URBAN OUTFITTERS INC 425 14,930 URSTADT BIDDLE PPTYS INC CL A 105 2,297 US BANCORP 38,183 1,716,326 US BANCORP 7,191 323,235 US ECOLOGY INC 90 3,611 US STEEL CORP 633 16,926 USANA INC CDT-SHS 25 2,565 USG CORP NEW 391 10,944 USS CO LTD 388 6,023 UTAH MED PRODS INC 19 1,141 UTI WORLDWIDE INC 398 4,804 V F CORP 1,444 108,156 VAALCO ENERGY INC 336 1,532 VAIL RESORTS INC 157 14,307 VALEANT PHARMACEUTICALS INTERNATIONAL INC 546 78,408 VALEO SA FRF20 ORDS 129 16,172 VALEO SA FRF20 ORDS 4,400 551,603 VALERO ENERGY CORP NEW 2,245 111,128 VALIDUS HOLDINGS LTD 12,500 519,500 VALIDUS HOLDINGS LTD 393 16,333 VALLEY NATL BANCORP 1,033 10,030 VALLOUREC 189 5,203 0 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE VALMONT INDS INC 103 13,081 VALOR CO LTD 11,500 206,126 VALSPAR CORP 354 30,614 VANDA PHARMACEUTICALS INC 157 2,248 VANGZIJIANG SHIPBUILDING 3,394 3,086 VANTAGE DRILLING CO 1,148 561 VANTIV INC 524 17,774 VARIAN MEDICAL SYSTEMS INC 436 37,718 VASCO DATA SECURITY INTL 123 3,470 VASCULAR SOLUTIONS INC 101 2,743 VAUDOISE ASSURANCES HOL 300 134,957 VCAANTECH INC 389 18,972 VECTOR GROUP LTD 295 6,286 VECTREN CORP 361 16,689 VECTRUS INC 45 1,233 VEECO INSTRUMENTS INC 173 6,034 VEEVA SYS INC CLASS A 158 4,173 VENTAS INC REITS 1,227 87,976 VEOLIA ENVIRONMENT 724 12,927 VERA BRADLEY INC 107 2,181 VERASTEM INC 86 786 VERIFONE HLDGS INC 477 17,744 VERINT SYSTEMS INC 250 14,570 VERISIGN INC 465 26,505 VERISK ANALYTICS INC CL A 700 44,835 VERITIV CORP 35 1,815 VERIZON COMMUNICATIONS 66,525 3,112,040 VERIZON COMMUNICATIONS 17,336 810,978 VERMILION ENERGY INC 179 8,773 VERTEX PHARMACEUTICALS INC 990 117,612 VESTAS WIND SYSTEMS A/S 384 14,134 VESUVIUS PLC 23,500 163,499 VETROPACK HOLDING AG-BR 80 127,610 VIACOM INC CL B 1,808 136,052 VIAD CORP 108 2,879 VIASAT INC 173 10,904 VIASYSTEMS GROUP INC 29 472 VIB VERMOEGEN AG 10,100 174,039 VICOR CORP 117 1,416 VIENNA INSURANCE GROUP 67 3,006 VIEWPOINT FINL GROUP INC MD 177 4,221 VILLAGE SUPER MARKET INC CL A 37 1,013 VINCE HLDG CORP 51 1,333 VINCI SA 838 46,149 VIOLIN MEMORY INC 336 1,609 VIRGIN AMER INC 64 2,768 VIRNETX HLDG CORP 178 977 VIRTUS INVT PARTNERS INC 29 4,944 VIRTUSA CORP 96 4,000 VISA INC CL A 2,102 551,144 VISHAY INTERTECHNOLOGY 577 8,165 VISHAY PRECISION GROUP INC 73 1,253 VISTEON CORP 184 19,662 VITAL KDK HOLDINGS INC 18,300 138,743 VITAMIN SHOPPE INC 133 6,461 VIVENDI SA 2,080 52,076 VIVUS INC 447 1,287 VMWARE INC CL A 358 29,542 VOCERA COMMUNICATIONS INC 126 1,313 VODAFONE GROUP 45,426 157,705 VOEST ALPINE AG VOESTAPLINE AG 198 7,858 VOLCANO CORP 241 4,309 VOLKSWAGEN AG NPV ORDS 50 10,897 VOLKSWAGEN AG PFD 278 62,117 VOLVO AB SEKS'B ' FREE 2,659 28,770 VONAGE HLDGS CORP 690 2,629 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line lob - CORPORATE STOCK SHARES MARKET VALUE VOPAK 124 6,465 VORNADO RLTY TR 782 92,049 VOXX INTL CORP 108 946 VOYA FINL INC 571 24,199 VRINGO INC 401 221 VSE CORP 24 1,582 VULCAN MATERIALS MATLS CO 12,630 830,170 VULCAN MATERIALS MATLS CO 544 35,757 VWR CORP 122 3,156 W & T OFFSHORE INC 154 1,130 W P CAREY INC 418 29,302 WABASH NAIL CORP 304 3,757 WABCO HLDGS INC 244 25,566 WABTEC CORP 402 34,930 WACKER NEUSEN SE 12,300 252,358 WADDELL & REED FINL INC CL A 359 17,885 WAGEWORKS INC 147 9,492 WAJAX CORP 2,800 74,385 WALGREEN CO 3,996 303,896 WALKER & DUNLOP INC 98 1,719 WAL-MART STORES INC 6,679 573,593 WALTER INDS INC 346 477 WALTER INVT MGMT CORP 163 2,691 WARABEYA NICHIYO CO LTD 8,500 143,918 WARREN RESOURCES INC 307 494 WARTSILA OYJ 260 11,669 WASHINGTON FEDERAL INC 457 10,123 WASHINGTON PRIME GROUP INC 649 11,176 WASHINGTON REAL ESTATE 292 8,077 WASHINGTON TRUST BANCORP 61 2,451 WASTE CONNECTIONS INC 516 22,699 WASTE MANAGEMENT INC 1,955 100,331 WATERS CORP 358 40,354 WATERSTONE FINL INC MD 144 1,894 WATSCO INC 34,920 3,736,440 WATSCO INC 112 11,984 WATTS WATER TECHNOLOGIES INC 125 7,930 WAUSAU-MOSINEE PAPER CORP 219 2,490 WAYFAIR INC CLASS A 52 1,032 WD FORTY CO 68 5,785 WEB COM GROUP INC 185 3,513 WEBMD HEALTH CORP CL A COMMON STOCK 162 6,407 WEBSTER FINL CORP WATERBURY CONN 396 12,882 WEIGHT WATCHERS INTL INC 119 2,956 WEINGARTEN RLTY INV SHS BEN INT 535 18,682 WEIR GROUP PLC/THE 365 10,535 WEIS MKTS INC 58 2,774 WELLCARE HEALTH PLANS INC 190 15,591 WELLS FARGO & CO NEW 19,992 1,095,961 WENDEL INVESTISSEMENT 54 6,073 WENDYS CO 1,103 9,960 WERNER ENTERPRISE INC 203 6,323 WESBANCO INC 114 3,967 WESCO AIRCRAFT HLDGS INC 183 2,558 WESCO INTERNATIONAL INC 193 14,709 WESFARMERS LIMITED 1,925 65,723 WEST BANCORPORATION INC 83 1,413 WEST CORP 161 5,313 WEST JAPAN RAILWAY CO JPY50 ORDS 282 13,435 WEST MARINE INC 101 1,305 WEST PHARMACEUTICAL SERVICES 303 16,132 WESTAMERICA BANCORPORATION 119 5,833 WESTAR ENERGY INC 532 21,940 WESTERN ALLIANCE COMMON STOCK BANCORPORATION 325 9,035 WESTERN ASSET MTG CAP CORP 138 2,029 WESTERN DIGITAL CORP 936 103,615 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2 , Line 10b - CORPORATE STOCK SHARES MARKET VALUE WESTERN FST PRODS INC 83,100 193,714 WESTERN REFNG INC 237 8,954 WESTERN UN CO 2,256 40,405 WESTFIELD CORP 3,423 25,210 WESTLAKE CHEMICAL CORP 178 10,874 WESTMORELAND COAL CO 70 2,325 WESTON (GEORGE) LTD-CAD 90 7,756 WESTPAC BANKING LTD AUDI ORDS 5,329 144,611 WESTWOOD HLDGS GROUP INC 37 2,287 WEX INC 170 16,816 WEYCO GROUP INC 42 1,246 WEYERHAEUSER CO 2,216 79,532 WGL HOLDINGS INC 227 12,399 WH GROUP LTD 6,277 3,594 WH SMITH PLC 21,300 448,695 WHARF HOLDING LTD HKD1 ORDS 2,627 18,970 WHEELOCK & CO LTD 1,617 7,548 WHIRLPOOL CORP 325 62,966 WHITBREAD PLC 311 23,131 WHITE MOUNTAINS INSURANCE 25 15,753 WHITESTONE REIT CL B SHS BEN INT 101 1,526 WHITE WAVE FOODS CO 731 25,578 WHITING PETE CORP NEW 699 23,067 WHOLE FOODS MKT INC 1,553 78,302 WILEY JOHN & SONS INC CL A 199 11,789 WILLBROS GROUP INC DEL 168 1,053 WILLIAM DEMANT HOLDING 39 2,967 WILLIAM HILL PLC 1,534 8,671 WILLIAM LYON HOMES INC 58 1,176 WILLIAMS CLAYTON ENERGY INC 26 1,659 WILLIAMS CO COS INC 3,137 140,977 WILLIAMS SONOMA INC 394 29,818 WILMAR INTERNATIONAL LTD 3,399 8,311 WILSHIRE BANCORP INC 301 3,049 WINCOR NIXDORF AG 2,000 97,315 WINDSTREAM HLDGS INC 2,482 20,452 WING TAI HOLDINGS LTD 102,042 125,899 WINMARK CORP 13 1,130 WINNEBAGO INDS INC 124 2,698 WINTRUST FINL CORP 191 8,931 WISCONSIN ENERGY COMMON 30,350 1,600,659 WISCONSIN ENERGY COMMON 957 50,472 WISDOMTREE INVTS INC 444 6,960 WIX COM LTD 36 756 WOLSELEY PLC 461 26,496 WOLTERS KLUWER-CVA 517 15,859 WOLVERINE WORLD WIDE INC 440 12,967 WOODSIDE PETROLEUM LTD ADR 1,271 39,528 WOODWARD INC 277 13,637 WOOLWORTHS LIMITED 2,159 54,206 WORKDAY INC 394 32,154 WORLD ACCEP CORPS C NEW 38 3,019 WORLD FUEL SERVICES CORP 319 14,971 WORLD WRESTLING FEDN ENTMT CL A 163 2,011 WORLEYPARSONS LTD 366 3,019 WORTHINGTON INDS INC 232 6,981 WOWOW INC 5,000 209,767 WPP PLC 2,258 47,355 WPX ENERGY INC 844 9,816 WRIGHT MEDICAL GROUP INC 178 4,783 WSFS FINANCIAL CORP 42 3,229 WYNDHAM WORLDWIDE CORP COM 536 45,967 WYNN MACAU LTD 2,753 7,757 WYNN RESORTS LTD 337 50,132 XCEL ENERGY INC 2,082 74,785 XCERRA CORP 210 1,924 • 0 CHARLES STEWART MOTT FOUNDATION 38-1211227 FORM 990-PF, INVESTMENTS STATEMENT 8A DECEMBER 31, 2014 Book Value & Part 2, Line 10b - CORPORATE STOCK SHARES MARKET VALUE XENDPORT INC 211 1,850 XEROX CORP 4,912 68,080 XILINX INC 5,134 222,251 XILINX INC 31,300 1,354,977 XILINX INC 1,105 47,835 XL GROUP PLC 29,200 1,003,604 XL GROUP PLC 1,158 39,800 XO GROUP INC 139 2,531 XOMA CORP DEL 363 1,303 XOOM CORP 129 2,259 XPO LOGISTICS INC 234 9,566 XYLEM INC 776 29,542 YADKIN FINL CORP 86 1,690 YAHOOINC 3,966 200,323 YAHOO JAPAN CORP FIRST SECTION 2,440 8,853 YAKULT HONSHA CO LTD 155 8,248 YAMADA DENKI CO LTD 1,491 5,049 YAMAGUCHI FINANCIAL GROUP INC 374 3,884 YAMAHA CORPORATION 279 4,177 YAMAHA MOTOR CO JPY ORDS JPYSO 461 9,390 YAMANA GOLD INC 1,508 6,106 YAMATO KOGYO CO LTD 74 2,099 YAMATO TRANSPORT CO JPY50 ORDS 630 12,582 YAMAZAKI BAKING CO LTD 194 2,408 YARA INTERNATIONAL ASA 307 13,668 YASKAWA ELECTRIC CORP 379 4,906 YELP INC 213 11,657 YOKOGAWA ELECTRIC JPY ORDS 380 4,225 YOKOHAMA RUBBER 50 ORDS 363 3,346 YORK WTR CO 76 1,764 YOROZU CORP 4,600 76,849 YOUNGONE HOLDINGS CO LTD 900 72,793 YRC WORLDWIDE INC 126 2,834 YUE YUEN INDUSTRIAL HLDG LTD 1,313 4,732 YUM' BRANDS INC 1,857 135,282 ZARDOYA OTIS SA 307 3,418 ZAYO GROUP HLDGS INC 100 3,057 ZEBRA TECHNOLOGIES CORP CL A 223 17,262 ZELTIQ AESTHETICS INC 105 2,931 ZENDESK INC 47 1,145 ZEP INC COM 95 1,439 ZILLOW INC 1,840 194,838 ZILLOW INC 130 13,766 ZIMMER HOLDINGS INC 16,400 1 ,860,088 ZIMMER HOLDINGS INC 705 79,961 ZIONS BANCORP 851 24,262 ZIOPHARM ONCOLOGY INC 440 2,231 ZIX CORPORATION 377 1,357 ZODIAC AEROSPACE 327 11,044 ZOETIS INC 2,093 90,062 ZOGENIX INC 437 599 ZS PHARMA INC 28 1,164 ZULILY INC 58 1,357 ZUMIEZ INC 89 3,438 ZURICH FINANCIAL SERVICES 256 80,305 ZYNGA INC 3,024 8,044
TOTAL LINE 10b $ 661,373,538 ATTACHMENT 9
FORM 990PF, PART II - CORPORATE BONDS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
TEMPLETON GLOBAL RETURN FUND 79, 516, 058 79, 516, 058
TOTALS 79, 516, 058. 79, 516, 058.
•
ATTACHMENT 9 ATTACHMENT 10
FORM 9902F, PART II - OTHER INVESTMENTS
ENDING ENDING PTION BOOK VALUE FMV
Er SEE STATEMENT 10A 1, 870, 005, 084 1,870,005,084
TOTALS 1,870,005,084 1,870,005,084.
•
ATTACHMENT 10 38-1211227 WATEMENT 1OA •
CHARLES STEWART MOTT FOUNDATION Form 990-PF, Part 2, Line 13 - Investments - Other December 31, 2014
MARKET VALUE PARTNERSHIPS: Private Equity Funds 866,933,986 Public Equity Funds 86,501,509 Hedge Funds 109,132,955 Real Estate Funds 218,967,685 Energy Funds 140,931,731 Total Partnerships 1,422,467,866
HEDGE FUNDS 376,797,621
INTERNATIONAL EQUITIES 60,542,423
REAL ESTATE FUNDS 10,197,174
Total Investments Other - Line 13 1,870,005,084 ATTACHMENT 11
FORM 990PF, PART II - OTHER ASSETS
ENDING ENDING BOOK VALUE FMV ^CRIPTION
ACCRUED INTEREST 162, 979. 162, 979. ACCRUED DIVIDENDS 494, 789. 494,789.
TOTALS 657,768. 657,768.
•
ATTACHMENT 11 • • ATTACHMENT 12
FORM 990PF, PART II - OTHER LIABILITIES
ENDING DESCRIPTION BOOK VALUE
EXCISE TAX PAYABLE 446, 834 DEFERRED EXCISE TAX 14, 210,361 SUPPLEMENTAL PENSION 6, 849, 132 DEFERRED COMPENSATION 247, 625 ACCRUED SALARY EXPENSE 2,471,758 POSTRETIREMENT HEALTH 19,670,284. FLEXIBLE SPENDING ACCOUNT 4,482 INVESTMENT TRADES PAYABLE 645, 826
TOTALS 44,546,302 • ATTACHMENT 13
FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
UNREALIZED GAIN ON INVESTMENTS 103,192,673.
TOTAL 103,192,673. • • ATTACHMENT 14
FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
PENSION-RELATED CHANGES OTHER THAN NET PERIOD BENEFIT COST 5, 143, 449. POST RETIREMENT HEALTHCARE RELATED CHANGES OTHER THAN NET PERIODIC COSTS 3, 522, 483.
TOTAL 8, 665, 932. 0- ATTACHMENT 15 FORM 990PF - COMPUTATION OF PENALTIES AND INTEREST
END OF FISCAL/CALENDAR YEAR ...... 12/31/2014 DATE RETURN IS DUE IF ON EXTENSION ...... 11/16/2015 DATE RETURN WILL BE RECEIVED BY THE IRS 11/15/2015 NUMBER OF DAYS RETURN IS LATE ...... 184 NUMBER OF MONTHS RETURN IS LATE ...... LATE FILING PENALTY ...... LATE PAYMENT PENALTY ...... INTEREST ...... 15,517.
TOTAL PENALTIES AND INTEREST ...... 15,517. • • 990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS
ATTACHMENT 16
NAME AND ADDRESS TYPE OF SERVICE COMPENSATION
SIT INVESTMENT ASSOCIATES INVESTMENT SERVICES 525, 447. P.O BOX 1450 MINNEAPOLIS, MN 55485
INFORMATION TECHNOLOGY PARTNERS, INC MANAGED IS SERVICES 426, 577. 541 N. FAIRBANKS, STE 119 CHICAGO, IL 60611
BAILLIE GIFFORD OVERSEAS - CALTON SQUARE INVESTMENT SERVICES 414, 049. EDINBURGH EH1 3AN UNITED KINGDOM
LSV ASSET MANAGEMENT INVESTMENT SERVICES 380, 909. 8545 SOLUTION CENTER CHICAGO, IL 60677
TAYLOR & MORGAN, PC PROGRAM CONSULTING 330,056. 2302 STONEBRIDGE FLINT, MI 48532 • ATTACHMENT 17
FORM 990PF, PART X - REDUCTION CLAIMED FOR BLOCKAGE
DESCRIPTION AMOUNT
SEE STATEMENT 17A 21,871,465.
TOTAL 21,871,465 • • CHARLES STEWART MOTT FOUNDATION 38-1211227 Form 990PF, Part X, Line 1 E STATEMENT 17A December 31, 2014
Reduction Claimed for Non-Marketable Position:
The Charles Stewart Mott Foundation holds 282,842* shares of U.S. Sugar Corporation, which is not publicly traded on any market.
FMV before discount $ 109,357,324 FMV after discount $ 87,485,859
Non-Marketable Minority Discount Claimed $ 21,871,465
Due to the privately held nature of the stock, the non-marketable minority discount is necessary due to the fact that the sale of the securities could potentially result in a forced or distressed sale. This discounted FMV is supported by an independent appraisal.
*Representing approximately 18.0% of the total issued and outstanding shares of U.S. Sugar Corporation. • ATTACHMENT 18
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
SEE STATEMENT 18A • • 38-1211227 STATEMENT 18A
CHARLES STEWART MOTT FOUNDATION Form 990-PF, Part XV, Supplementary Information For the year ended December 31, 2014
Part XV, Line 2 - Information Re agrding Grant Programs
Additional Information is available by visiting www.mott. org sending an email to in o mott or .
A) Proposals or letters of inquiry can be submitted electronically via www . mott. or/gloi or by mail. Mailed proposals should be clearly marked "GRANT PROPOSAL" or "LETTER OF INQUIRY" and addressed as follows:
C.S. Mott Foundation - Office of Proposal Entry Mott Foundation Building 503 S . Saginaw St., Suite 1200 Flint, MI 48502-1851
Detailed information about submitting a letter of inquiry online can be found on our Website, www.mott.org/loi
B) The Foundation has no formal application form. Because available funding is limited, letters of inquiry are strongly preferred for unsolicited ideas or projects. Such letters should include a brief description of the project, the funding needed and the time period. Videos are not accepted.
Formal proposals should contain the following: • A cover letter, detailing the amount of money requested and the grant period , signed by the individual responsible for signing grant contracts on behalf of the grant applicant. • A project description , including an explanation of why the project is needed , who will be served and what will be accomplished. • A documented line-item expense budget and a revenue budget, showing all projected sources of funds for the project over the proposed grant period . (A budget template is available on our website.) • A plan for financial and programmatic sustainability of the project. • A plan for evaluation and dissemination of the project ' s results. • Information about the organization seeking funds, including names of the board of directors, legal classification , history, and recent accomplishments . For U S. organizations , proof of tax- exempt 501 (c)(3) status by the IRS is required . Other financial and organizational information is required for non-U. S. organizations.
C) There are no submission deadlines. However, organizations seeking grants should begin the application process at least four months before the start of the proposed grant period.
D) The Foundation ' s grantmaking is organized into four programs : Civil Society, Environment, Pathways Out of Poverty, and Flint, Michigan.
The Foundation observes the following limitations: • No grants 105ans to individuals. • No grants (except in the Flint area) for capital development, research, project replication or endowment unless these activities grow out of work already being funded by Mott • No grants for religious activities or programs serving specific religious groups or denominations. However, faith-based organizations may submit inquiries if the project falls within our guidelines and serves a broad segment of the population. • No grants (except in the Flint area) for local projects unless they are part of a Mott-planned national demonstration or network of grants. • No grants for projects that duplicate, or significantly overlap, the work of federal, state or local governmental agencies. • Film and video projects, books, scholarships, and fellowships rarely are funded. FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUE ATTACHMENT 19
BUSINESS EXCLUSION RELATED OR EXEMPT DESCRIPTION CODE AMOUNT CODE AMOUNT FUNCTION INCOME
le ON ASSETS DISPOSED 18 -530,021 REGRANTING AGREEMENTS 706,603
TOTALS -530,021 706,603
1 0
ATTACHMENT 19 Charles Stewar ott Foundation Form 990PF EIN 38-121 27 E Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
"Civil Action " Foundation Ekatenninskaya 120a Perm 614000 RUSSIA To strengthen the capacity of local civic groups to promote positive - $100,000 $50,000 $50,000 change in their communities (PF - Private Non-operating Foundation Equivalent)
"Factory for Ideas" 12 Prof. Nikola Michaylov Sofia 1142 BULGARIA To strengthen young people's capacities for and commitment to $20,000 - $20,000 - active participation in civic life on the local and national levels in Bulgaria. (PC - Public Charity Equivalent)
"Foundation Catalyst" Cvijiceva 109a Belgrade 11000 SERBIA To strengthen the field ofphilanthropy in the Western Balkans $180,000 $90,000 $90,000 (PF - Private Non-operating Foundation Equivalent)
"Heroes of Time" 45 Mur Street, Apt 3 Sofia 1680 BULGARIA To support the development of volunteerism in Bulgaria - $120,000 $60,000 $60,000 (PC - Public Charity Equivalent)
"National Network for Children" 58 Vitosha Blvd., Fl. 4 Sofia 1463 BULGARIA To support the development of community schools in Bulgaria $200,000 $100,000 $100,000 (PC - Public Charity Equivalent)
"Resource Center for Public Participation " Foundation 22 Sublocotenent Zahana Street , Sector 1 011284 Bucharest ROMANIA To support an organization developing the field of active civic $50,000 $120,000 $50,000 $120,000 participation i n Romania (PC - Public Charity Equivalent)
"Slagalica" - Community Foundation Hrvatske Republike 26 31000 Osijek CROATIA To stimulate greater public participation in decision making and $37,500 $37,500 community building in five counties in eastern Croatia (PC - Public Charity Equivalent)
Statement 20 - Page 1 Charles Stewar ott Foundation Form 990PF EIN 38-121 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
"Trag Foundation" Djevdjelijska 19 11 120 Belgrade SERBIA To support an organization that promotes community development $75,000 - $ 75,000 and philanthropy development in Serbia (PC - Public Charity Equivalent)
To strengthen the financial sustainability of a leading grantmaking $375,000 - - $375,000 foundation in Serbia. (PC - Public Charity Equivalent)
,,Civic alliance" Studentska ulica, lamella IX, stan 5 81000 Podgonca MONTENEGRO To increase and enhance civic participation in the development of - $70,000 $35,000 $35,000 local communities in Montenegro (PF - Private Non-operating Foundation Equivalent)
Academy for the Development of Philanthropy in Poland ul. Marszalkowska 6/6 00-590 Warsaw POLAND To support the development of community foundations in the $100,000 - - $100,000 Visegrad countries (PC - Public Charity Equivalent)
Acme Heritage Society Inc. PO Box 438 Acme, MI 49610 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
Acorn Productions PO Box 304 Westbrook , ME 04098 For the general purposes or other charitable purposes of the - $ 150 $150 organization (PC - Public Charity)
ActionAid 33-39 Bowling Green Lane London EC 1 R OBJ UNITED KINGDOM To support an information clearinghouse and policy advocacy - $320,000 $195,000 $125,000 coordination on the World Bank and other international financial institutions (PC - Public Charity Equivalent)
Statement 20 - Page 2 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
ActionAid Brasil Rua Morais e Vale, no 111 - 5o andar, Centro Rio de Janeiro 20-021-260 BRAZIL To support network building and capacity to engage and monitor $25,000 - $25,000 - the BRICS development bank formation process (PC - Public Charity Equivalent)
ActionAid USA 1420 K Street NW, Suite 900 Washington, DC 20005-2507 To support capacity building and the development of a $25,000 - $25,000 nongovernmental organization network to address international economic governance and development finance policies of the largest emerging economies. (PC - Public Charity)
Adopt-A-Pet 13575 Fenton Road Fenton, MI 48430 For the general purposes or other charitable purposes of the - $675 $675 organization (PC - Public Charity)
Adventure Unlimited 5201 South Quebec Street Greenwood Village, CO 80111-1809 For the general purposes or other charitable purposes of the $10,000 $10,000 organization (PC - Public Charity)
African Sky Inc PO Box 203 Munroe Falls , OH 44262 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Afterschool Alliance 1616 H Street NW, Suite 820 Washington , DC 20006-4917 To support a coalition of organizations dedicated to raising $300,000 $300,000 awareness of, and public support for, afterschool programs (PC - Public Charity)
To coordinate an AmeriCorps VISTA effort to build capacityfor the $125,000 $125,000 statewide afterschool networks (PC - Public Cha, ity)
Statement 20 - Page 3 Charles Stewar ott Foundation 0 Form 990PF EIN 38-12 M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
After - School All-Stars 5670 Wilshire Boulevard, Suite 620 Los Angeles , CA 90036-5683 To strengthen the organization and build capacity to better serve - $300 , 000 $300,000 the entire afterschool field (PC - Public Charity)
To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
To support an afterschool program in the Washington DC area to $50 ,000 - $50,000 assist i n keeping the students safe and help them achieve in school and in life, as well as serve as a pilot site for national initiatives within the afterschool field (PC - Public Charity)
After-School Corporation 1440 Broadway , 16th Floor New York, NY 10018-2320 To support a statewide afterschool network as a vehicle for bringing $25,000 - $25,000 together i nfluential stakeholders interested in pursuing policies that support high quality school-basedlschool -linked afterschool initiatives (PC - Public Charity)
To contribute to the development of an expanded learning and $25,000 - $25,000 afterschool initiative that will promote school models that engage community partners based on the principles of high-quality afterschool programs (PC - Public Charity)
Agency for Social Information 1905 Goda Street, IOA Moscow 127006 RUSSIA To increase public knowledge of civic engagement practices in $200 ,000 - $200,000 Russia. (PC - Public Charity Equivalent)
AGORA Platform : Active Communities for Development Alternatives 43 Totleben Blvd 1606 Sofia BULGARIA To support the development of local communities and grassroots - $120,000 $40,000 $80,000 organizations in Bulgaria (PC - Public Charity Equivalent)
Statement 20 - Page 4 Charles Stewar ott Foundation 0 Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Aid for Starving Children 2360 Professional Drive Suite 105 Santa Rosa, CA 95403 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Alabama Rivers Alliance, Inc. 2014 6th Avenue North Birmingham, AL 35203-2702 To promote the benefits of a statewide, comprehensive water $25,000 - $25,000 - management program and related water management policy reforms. (PC - Public Charity)
Alaska Children ' s Trust 3201 C Street , Suite 110 Anchorage, AK 99503-3961 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-based/school-linked afterschool initiatives (PC - Public Charity)
Albion College 611 E. Porter Street Albion, MI 49224 For the general purposes or other charitable purposes of the $3,250 $3,250 organization (PC - Public Charity)
All About Animals Rescue 23451 Pinewood St. Warren, MI 48091 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
All Saints' Episcopal Church 2076 Sutterville Road Sacramento , CA 95822 For the general purposes or other charitable purposes of the $3,000 $3,000 organization (PC - Public Charity)
Alliance for Nonprofit Management, Inc. 12 Middlesex Road, #67061 Chestnut Hill, MA 02467-6700 To support the development and dissemination of learning materials $100,000 $100,000 that enable nonprofit service organizations to build civic capacity among their constituents and in the communities where they work. (PC - Public Charity)
Statement 20 - Page 5 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Alliance for the Great Lakes 150 N Michigan Avenue, Suite 700 Chicago, IL 60601-7553 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
To combine research and policy analyses with citizen engagement - $300,000 $ 150,000 $ 150,000 to improve the health of the Great Lakes (PC - Public Charity)
To conduct a feasibility assessment for a new annual event that - $35,000 - $35,000 would showcase ideas, projects, and/or business models that successfully address significant Great Lakes threats (PC - Public Charity)
Alliance of Hope for Suicide Survivors PO Box 7005 Evanston, IL 60201 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Alliance of Religions and Conservation 6 Gay Street Bath BA1 2PH UNITED KINGDOM To support the partnership of religious and secular organizations to $50,000 - $25,000 $25,000 positively impact biodiversity conservation, specifically, refuting the illegal killing, trade, and use of endangered wildlife in China, Indonesia, India, and Africa. (PC - Public Charity Equivalent)
Alliance Publishing Trust 15 Prescott Place London SW4 6BS UNITED KINGDOM To support the exchange of information and ideas among $50,000 $130,000 $50,000 $130,000 philanthropists, social investors, and others working for social change worldwide (PC - Public Charity Equivalent)
Allukrainian public organization „ Civil network OPORA" 10/10 Pidvysotsky str , apt 3 01103 Kyiv UKRAINE To increase civic activism and community engagement in Ukraine $20,000 - - $20,000 (PC - Public Charity Equivalent)
Statement 20 - Page 6 Charles Stewar ott Foundation Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Alumni Association of the University of Michigan 200 Fletcher St Ann Arbor, MI 48109 For the general purposes or other charitable purposes of the - $12,950 $12,950 organization (PC - Public Charity)
Alzheimers Disease and Related Disorders Association Inc. 225 North Michigan Avenue 17th Floor Chicago, IL 60601 For the general purposes or other charitable purposes of the - $2,550 $2,550 organization (PC - Public Charity)
American Arab Heritage Council 416 N. Saginaw Street, Suite 220 Flint, MI 48502-2029 To provide support for immigrant individuals and families in - $45,000 $45,000 Genesee County (PC - Public Charity)
American Cancer Society - East Michigan Area 2413 S Linden Suite A Flint, MI 48532 For the general purposes or other charitable purposes of the - $495 $495 organization (PC - Public Charity)
American Cancer Society - Great Lakes Division 1755 Abbey Road East Lansing , MI 48823 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
American Diabetes Association 1701 North Beauregard Street Alexandria, VA 22311 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Chanty)
American Federation of Police and Concerned Citizens 6350 Horizon Drive Titusville, FL 32780 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 7 Charles Stewaroott Foundation 0 Form 990PF EIN 38-1211227 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
American Foreign Policy Council 509 C Street, NE Washington, DC 20002-5809 For the general purposes or other charitable purposes of the - $450 $450 - organization (PC - Public Charity)
American Friends of Covent Garden and the Royal Ballet Inc. The Royal Opera, The Royal Ballet, Inc. 610 Fifth Avenue #5155 New York, NY 10185 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
American Friends of For Survival 5333 42nd St. NW Washington , DC 20015 For the general purposes or other charitable purposes of the $300 $300 organization (PC - Public Charity)
American Heart Association 10900-B Stonelake Blvd Ste 320 Austin , TX 78759 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
American Heart Association 1777 S Harrison St. #500 Denver, CO 80210 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
American Heart Association, Inc. 104 Corporate Lake Dr Columbia, MO 65203 For the general purposes or other charitable purposes of the $450 $450 organization (PC - Public Charity)
American Institutes for Research in Behavioral Sciences 1000 Thomas Jefferson Street NW Washington , DC 20007-3835 To collect and disseminate promising practices for afterschool $250,000 $125,000 $125,000 practitioners (PC - Public Charity)
Statement 20 - Page 8 Charles Stewar ott Foundation • Form 990PF EIN 38-121M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support statewide data and data systems for 21st Century $25, 000 - $25,000 Community Learning Centers programs (PC - Public Charity)
American Jewish World Service 45 West 36th Street New York, NY 10018-7904 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
American Lung Association 5600 Greenwood Plaza Blvd Suite 100 Greenwood Village, CO 80111-2319 For the general purposes or other charitable purposes of the - $ 300 $300 organization. (PC - Public Charity)
American Lung Association of the Midland States Inc 5900 Wilcox Place Dublin, OH 43016 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
American Near East Refugee Aid 1111 14th Street NW #400 Washington , DC 20005 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
American Parkinson Disease Association, Inc. 135 Parkinson Avenue Staten Island , NY 10305 For the general purposes or other chari table purposes of the - $375 $375 organization. (PC - Public Charity)
American Printing House for the Blind, Inc. 1839 Frankfort Avenue P O Box 6389 Louisville, KY 40206 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 9 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
American Red Cross PO Box 37295 Washington, DC 20013 For the general purposes or other charitable purposes of the - $3,525 $3,525 organization (PC - Public Charity)
American Rivers, Inc. 1101 14th Street NW, Suite 1400 Washington , DC 20005-5637 To support efforts to protect and restore rivers in the southeastern $275,000 $150,000 $125,000 U S by promoting policies that sustain river flows, encourage water efficiency, and lead to wise water use planning (PC - Public Charity)
To promote policies and practices that protect and restore $25,000 - $25,000 - freshwater resources in the Great Lakes region (PC - Public Charity)
American Society for the Prevention of Cruelty to Animals 424 East 92nd Street 7th Floor New York, NY 10128 For the general purposes or other charitable purposes of the $675 $675 organization (PC - Public Charity)
American University 4400 Massachusetts Avenue NW Washington , DC 20016-8002 To support capacity building to monitor Chinese compliance with $250,000 $150,000 $100,000 its environmental and social guidelines for energy and infrastructure investment and development in Latin America (PC - Public Charity)
To support the writing of a book documenting the lessons learned $40,000 $20,000 $20,000 from the first 15 years of the World Bank Group 's private sector accountability mechanism (PC - Public Charity)
American Youth Policy Forum 1836 Jefferson Place NW Washington, DC 20036-2505 To organize a series offorums, webinars, and discussion groups to $25,000 - $25,000 - educate key stakeholders on the important role of afterschool and expanded learning opportunities to prepare youth for college, careers, and civic engagement (PC - Public Charity)
Statement 20 - Page 10 Charles Stewar ott Foundation s Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
American Youth Work Center 1331 H Street NW, Suite 701 Washington, DC 20005-4737 To support a youth-service print publication toward a modern, $10,000 - - $10,000 online digital media product (PC - Public Charity)
Americans for Peace Now Inc. 2100 M Street NW Suite 619 Washington , DC 20037 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
AMIGOS DA TERRA - AMAZONIA BRASILEIRA Rua Conego Roque Viggiano, 44 04532-030 Sao Paulo BRAZIL To reduce the social and environmental impacts of investments in $75,000 - $75,000 energy and infrastructure on the ecosystems and communities of the Amazon (PC - Public Charity Equivalent)
Amnesty International USA, Inc. 5 Penn Plaza 16th Floor New York, NY 10001-1810 For the general purposes or other charitable purposes of the $300 $300 organization. (PC - Public Charity)
Amyotrophic Lateral Sclerosis Association 675 E . Big Beaver Rd Suite 207 Troy, MI 48083 For the general purposes or other charitable purposes of the $1,650 $1,650 organization (PC - Public Charity)
Amyotrophic Lateral Sclerosis Association 1275 K Street NW Suite 250 Washington , DC 20005 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Statement 20 - Page 11 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121'M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
ANADOLU KULTUR SANAT TANITIM ILETISIM YAYIN BILGISAYAR EGITIM DANISMANLIK HIZ. ANONIM SIRKETI Cumhunyet Cad No. 40/3 Elmadag 34367 Istanbul TURKEY To encourage, empower, and enable young people in Turkey to be $160,000 $100,000 $60,000 actively engaged in strengthening democratic values and bridging the country's cultural, ethnic, and social divides (NC - Non-Charity Equivalent)
Arab American Heritage Council 416 N. Saginaw St. Suite 220 Flint , MI 48502 For the general purposes or other charitable purposes of the $1,800 $1,800 organization (PC - Public Charity)
Arab Community Center for Economic and Social Services (ACCESS) 2651 Saulino Court Dearborn , MI 48120-1556 For the general purposes or other charitable purposes of the $2,100 $2,100 organization (PC - Public Charity)
To promote philanthropy in the Arab-American community $50,000 $50,000 - (PC - Public Charity)
Arise Citizens' Policy Project 207 Montgomery Street, Suite 900 Montgomery, AL 36104-3566 To enhance the timeliness, credibility, accessibility and $25,000 $100,000 $75,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations. (PC - Public Charity)
Arizona Center for Afterschool Excellence 3205 S. Rural Road Tempe, AZ 85282-3853 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school- based/school-linked afterschool opportunities (PC - Public Charity)
Arkansas State University State University, AR 72467-0010 To support a statewide afterschool network to ensure the $225,000 $75 ,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (GOV - Domestic or Foreign Government)
Statement 20 - Page 12 Charles Stewar ott Foundation • Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Artis Naples Inc. 5833 Pelican Bay Boulevard Naples, FL 34108-2740 For the general purposes or other charitable purposes of the - $3,000 $3,000 organization (PC - Public Charity)
Asia Society 725 Park Avenue New York, NY 10021-5088 To build global awareness through afterschool and expanded - $300,000 $150,000 $150,000 learning programs. (PC - Public Charity)
Asian Americans/Pacific Islanders in Philanthropy 2201 Broadway, Suite 210 Oakland, CA 94612.-3095 To support a group of grantmakers committed to expanding the $60,000 - $30,000 $30,000 participation of the Asian-American community in the philanthropic sector (PC - Public Charity)
ASOCIACION ESPANOLA DE FUNDACIONES C/ Rafael Calvo 18, 4° B 28010 Madrid SPAIN To support the development of philanthropy and philanthropic - $200,000 - $200,000 infrastructure in the CEEIRussta region and wider Europe. (PC - Public Charity Equivalent)
Asociacion Interamericana Para La Defensa Del Ambiente c/o Earthjustice 50 California Street , Suite 500 San Francisco , CA 94111-4624 To support expert advice aimed at promoting compliance with $50,000 $200,000 $50,000 $200,000 international norms and standards on environmental sustainability for energy and climate-related investments in South America (PC - Public Charity)
Aspen Institute, Inc. One Dupont Circle NW, Suite 700 Washington, DC 20036-1 1 33 To improve the quality, transparency, and accessibility of data and $10,000 - $10,000 research on nonprofit and philanthropic institutions by facilitating cooperation among leading nonprofit data and research groups (PC - Public Charity)
To support capacity building needs of the U S microenterprise - $200,000 $200,000 - industry (PC - Public Charity)
Statement 20 - Page 13 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support a leadership training initiative for sectoral workforce - $250,000 - $250,000 training practitioners andfuture leaders and provide networking opportunities for past initiative graduates (PC - Public Charity)
To support a project aimed at increasing the number of low-income - $250,000 $250,000 entrepreneurs served by the U S micro-enterprise industry (PC - Public Charity)
To support a series of roundtable discussions on how to improve - $125,000 $125,000 low wage work in the United States (PC - Public Charity)
Association for Community Relations Bd 1 Decembrie 1918, Nr. 4, Ap. 7 Cluj Napoca 400699 ROMANIA To support an organization established to promote and develop - $180,000 $90,000 $90,000 philanthropy in Romania (PC - Public Charity Equivalent)
To support the community foundation movement in Romania $75,000 - $75,000 (PC - Public Charity Equivalent)
To support an organization that promotes and develops - $295,000 - $295,000 philanthropy in CEE/Russia. (PC - Public Charity Equivalent)
To strengthen the sustainability of an organization that promotes - $500,000 - $500,000 and develops philanthropy in Romania (PC - Public Charity Equivalent)
Association for Enterprise Opportunity 1111 16th Street NW, Suite 410 Washington , DC 20036-4809 To support a national trade association for microenterprise - $200,000 $200,000 practitioners. (PC - Public Charity)
Association for International Education and Exchange Bornstr. 66 44145 Dortmund GERMANY To support civil society development in Belarus by strengthening - $100,000 $50,000 $50,000 Belarusian nongovernmental organizations (NC - Non-Charity Equivalent)
Statement 20 - Page 14 Charles Stewar ott Foundation • Form 990PF EIN 38-121'M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Association for Psychosocial Help and Development of Voluntary Work Naselje Lamele, b.b. 75320 Gracanica BOSNIA and HERZEGOVINA To support the development of volunteerism and citizen engagement - $70,000 $24,000 $46,000 in Bosnia and Herzegovina and Southeast Europe (PC - Public Charity Equivalent)
Association for Research on Nonprofit Organizations & Voluntary Action 550 W. North Street, Suite #301 Indianapolis, IN 46202-3491 To support an association of scholars and nonprofit leaders created $50,000 - $25,000 $25,000 to foster research on voluntary action, nonprofit organizations, philanthropy and civil society (PC - Public Charity)
Association of Black Foundation Executives, Inc. 333 7th Avenue, 13th Floor New York, NY 10001-5004 To support an organization dedicated to promoting effective and $35,000 - $10,000 $25,000 responsive philanthropy in black communities (PC - Public Charity)
Association of Charitable Foundations Acorn House, 314-320 Gray's Inn Road London WC1X 8DP UNITED KINGDOM To support and enhance philanthropy in the United Kingdom $4,000 - $2,000 $2,000 (PC - Public Charity Equivalent)
Association of Citizens for Democracy and Civil Education "Civic Initiatives" Trg Nikole Pasica 9/2/9 11 000 Belgrade SERBIA To support an organization created to strengthen democracy and - $100,000 $50,000 $50,000 good governance in Serbia by increasing public participation in decisionmaking processes (PC - Public Charity Equivalent)
Association of Small Foundations 1720 N Street NW Washington , DC 20036-2907 To support a membership organization dedicated to serving - $120,000 $50,000 $70,000 foundations with few or no staff. (PC - Public Charity)
Statement 20 - Page 15 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Association of Ukrainian Human Rights Monitors on Law Enforcement Lyuteranska, 26/17 ap. 21 01001 Kyiv UKRAINE To promote respect for rights and elimination of abuses in Ukraine $100,000 $50,000 $50,000 (NC - Non-Charity Equivalent)
Association of University Legal Aid Institutions Trust CCLD Potchefstroom Campus North West University c/o Thabo Mbeki Drive and Meyer Street Potchefstroom 2522 SOUTH AFRICA To support the efforts of community-based advice offices to provide $10,000 - $10,000 - legal and related services to their respective communities. (PF - Private Non-operating Foundation Equivalent)
To support the provision of backup legal services to advice offices - $183,000 $61,000 $122,000 and direct legal advice to poor people (PF - Private Non-operating Foundation Equivalent)
Auburn University Auburn, AL 36849-5113 To support a statewide afterschool network in developing high $25,000 - $25,000 - quality school-based/school-linked afterschool opportunities (GOV - Domestic or Foreign Government)
Autonomous Non-Profit Organization of the "Moscow School of Civic Education" Staropimenovsky Lane 11, Building 6 Moscow 127006 RUSSIA To strengthen the leadership skills of Russia's emerging political, $130,000 - $130,000 - civic, and business elites (PC - Public Charity Equivalent)
Avon Products Foundation Incorporated Donation Office I Avon Plaza Rye, NY 10580 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Balkan Investigative Reporting Network Branilaca Sarajeva 14 71000 Sarajevo BOSNIA and HERZEGOVINA To promote regional cooperation among journalists to ensure more $25,000 - - $25,000 accurate and objective analysis of political, social and economic developments in the Balkan region. (PC - Public Charity Equivalent)
Statement 20 - Page 16 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Balkan Investigative Reporting Network Kosovo Mensa e Studenteve, Kati i Pare 10000 Pristina KOSOVO To enhance public participation in decision-making processes by $25,000 $100,000 $25,000 $100,000 improving accountability and transparency ofpublic institutions in Kosovo (PC - Public Charity Equivalent)
Bank Information Center 1023 15th Street NW, 10th Floor Washington, DC 20005-2602 To support an organization that enables citizens in developing $25,000 $25,000 $50,000 countries to influence the social and environmental impacts of multilateral development bank loans (PC - Public Charity)
Bay Cliff Health Camp N 4175 County Road KCA Big Bay, MI 49808 For the general purposes or other charitable purposes of the $3,000 $3,000 organization (PC - Public Charity)
Bay View Association of the United Methodist Church PO Box 583 Petoskey , MI 49770 For the general purposes or other charitable purposes of the $1,500 $1,500 organization (PC - Public Charity)
Bergland United Methodist Church PO Box 142 Bergland, MI 49910 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Berkeley Hall School Foundation 16000 Mulholland Drive Los Angeles, CA 90049-1 1 96 For the general purposes or other charitable purposes of the $6,000 $6,000 organization (PC - Public Charity)
Bethany Christian Services Inc. 901 Eastern Avenue, NE PO Box 294 Grand Rapids, MI 49501-0294 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Statement 20 - Page 17 Charles Stewar ott Foundation • Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Big Brothers Big Sisters Michigan Capital Region 330 Marshall Street Suite 103 Lansing, MI 48912 For the general purposes or other charitable purposes of the - $9,000 $9,000 - organization (PC - Public Charity)
Big Brothers Big Sisters of Greater Flint 410 E. Second Street Flint , MI 48503-1931 For the general purposes or other charitable purposes of the - $2,265 $2,265 organization (PC - Public Charity)
Bikes on the Bricks 502 Church Street Flint, MI 48502-1206 To produce economic development and positive activities for - $10,000 $10,000 downtown Flint through a motorcycle show and police skills competition (PC - Public Charity)
Bill, Hillary & Chelsea Clinton Foundation 1271 Avenue of the Americas, 42nd Floor New York, NY 10020-1300 To support a gathering of world leaders to analyze pressing global - $20,000 $20,000 challenges, discuss the most effective solutions, and build lasting partnerships that enable them to create positive social change (PC - Public Charity)
Birmingham Unitarian Church 38651 Woodward Ave. Bloomfield Hills, MI 48304-2828 For the general purposes or other charitable purposes of the - $1,425 $1,425 organization (PC - Public Charity)
Black Sash Trust 3 Caledonian Road, Elta House, Mowbray Cape Town 7700 SOUTH AFRICA To support a human rights organization that provides paralegal - $80,000 $80,000 services, rights education, and legal information to residents (PC - Public Charity Equivalent)
BoardSource 750 9th Street NW, Suite 650 Washington, DC 20001-4590 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Statement 20 - Page 18 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
To support an organization that provides governance training, $25,000 - $25,000 - information and leadership opportuni ties to increase the effectiveness of nonprofit agencies. (PC - Public Charity)
To provide technical assistance to the statewide afterschool - $200,000 - $200,000 networks (PC - Public Charity)
Boston Private Industry Council, Inc. 2 Oliver Street Boston , MA 02109-4901 To support a citywide partnership aimed at addressing and raising $25,000 - $25,000 the visibility of the dropout crisis in Boston. (PC - Public Charity)
Botanical Garden Society of Northwest Michigan P O Box 1247 Traverse City, MI 49685-1247 For the general purposes or other chari table purposes of the - $150 $150 organization (PC - Public Charity)
Both Ends Foundation Nieuwe Ketzersgracht 45 1018 VC Amsterdam NETHERLANDS To support work to improve the environmental and social policies $25,000 - $25,000 and practices of international finance institutions (PC - Public Charity Equivalent)
Bowdoin College Development Services 4100 College Station Brunswick , ME 04011-8432 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Boy Scouts of America 1776 West Warren Avenue Detroit , MI 48208 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Boy Scouts of America 507 W Atherton Road Flint, MI 48507-2404 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Statement 20 - Page 19 Charles Stewar ott Foundation Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Boys and Girls Club of Greater Flint 3701 N. Avenll Avenue Flint, MI 48506-2511 For the general purposes or other charitable purposes of the - $600 $600 - organization (PC - Public Charity)
To support year-round health, education , arts and physical activity - $160,000 $160,000 programming for children ages 7-17 (PC - Public Charity)
Brady Center to Prevent Gun Violence 840 First Street NE Suite 400 Washington, DC 20002 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Brazilian Institute of Social and Economic Analysis Rua Senador Dantas, 40, 2 andor, Centro Rio de Janeiro 20031-203 BRAZIL To support research and advocacy aimed at increasing - $74,500 $74,500 accountab ility of Brazilian public financial institutions and improving sustainability outcomes for public investments in energy and infrastructure (PC - Public Charity Equivalent)
Bronson Battle Creek Hospital 300 North Avenue Battle Creek, MI 49017 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
Brookings Institution 1775 Massachusetts Avenue NW Washington , DC 20036-2103 To support research , policy analysis and outreach activities to $25 ,000 - $25,000 educate advocates , policymakers and the general public about the federal budget deficit and potential solutions for restoring long- term fiscal sustainability. (PC - Public Charity)
To promote innovative metropolitan - led approaches to growing the - $500,000 - $500,000 economy in Michigan and nationally through research , policy development , practice , and networking (PC - Public Charity)
Statement 20 - Page 20 Charles Stewar ott Foundation • Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Buffalo Niagara Riverkeeper 721 Main Street Buffalo, NY 14203-1321 To research financing models and policy opportunities for - $65,000 - $65,000 protecting New York's Great Lakes shoreline in a way that also promotes economic and social benefits. (PC - Public Charity)
Bulgarian Center for Nonprofit Law 3 Hristo Belchev Str. Sofia 1000 BULGARIA To support an organization that works for the strengthening of civil $20,000 $140,000 $20,000 $140,000 society in Bulgaria. (PC - Public Charity Equivalent)
Bulgarian Donors' Forum 4B, Leonardo da Vinci Str., fl.2, ap.2 Sofia 1124 BULGARIA To support an organization created to promote the development of $40,000 - $20,000 $20,000 civil society and philanthropy in Bulgaria (PC - Public Charity Equivalent)
Bulgarian Environmental Partnership Foundation 13, Felix Kanits Str., fl. 1 1612 Sofia BULGARIA To support an indigenous grantmaker working on environmental $50,000 - - $50,000 and sustainable-development issues in Bulgaria. (PF - Private Non-operating Foundation Equivalent)
BULGARIAN SCHOOL OF POLITICS "DIMITRY PANITZA" 17 Tzar Ivan Shishman Str. fl. 2 Sofia 1000 BULGARIA To strengthen the culture ofphilanthropy in Bulgaria. $25,000 - $25,000 - (NC - Non- Charity Equivalent)
Burt Lake Preservation Association PO Box 632 Indian River, MI 49749-0632 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 21 Charles Stewar ott Foundation is Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
California Budget Project 1107 9th Street, Suite 310 Sacramento, CA 95814-3608 To enhance the timeliness, credibility, accessibility and $25,000 $100,000 $75,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations. (PC - Public Charity)
California Human Development Corp 3315 Airway Drive Santa Rosa, CA 95403 For the general purposes or other charitable purposes of the $7,000 $7,000 - organization (PC - Public Charity)
Calvary Presbyterian Church 6100 Richfield Rd Flint, MI 48506 For the general purposes or other charitable purposes of the - $3,735 $3,735 - organization (PC - Public Charity)
Calvin College 3201 Burton St SE Grand Rapids, MI 49546-4388 For the general purposes or other charitable purposes of the $10,225 $10,225 - organization (PC - Public Charity)
Canaan Baptist Church 910 E. Gillespie Flint, MI 48505 For the general purposes or other charitable purposes of the $1,710 $1,710 - organization (PC - Public Charity)
Cancer Support Community of Greater Ann Arbor 2010 Hogback Rd. Suite 3 Ann Arbor, MI 48105-9749 For the general purposes or other charitable purposes of the $2,250 $2,250 - organization (PC - Public Charity)
Capital Region Community Foundation 330 Marshall St Suite 300 Lansing, MI 48912 For the general purposes or other charitable purposes of the $450 $450 - organization (PC - Public Charity)
Statement 20 - Page 22 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 C Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Capuchin Soup Kitchen 1820 Mt. Elliott Avenue Detroit, MI 48207-3496 For the general purposes or other charitable purposes of the - $300 $300 - organization. (PC - Public Charity)
Caring Athletes Team for Childrens and Henry Ford Hospitals Suite 223-Fisher Building 3011 W Grand Boulevard Detroit, MI 48202 For the general purposes or other charitable purposes of the $150 $150 - organization. (PC - Public Charity)
Caring Bridge 1715 Yankee Doodle Rd Suite 301 Eagan , MN 55121-1660 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Carnegie Endowment for International Peace 1779 Massachusetts Avenue, NW Washington , DC 20036-2109 To support the leading international analytical institution for $50,000 - - $50,000 independent scholars examining contemporary Russian affairs. (PC - Public Charity)
Carriage Town Ministries 605 Garland Street Flint, MI 48503-2405 For the general purposes or other charitable purposes of the $4,500 $4,500 - organization (PC - Public Charity)
To provide funds to purchase food that the local shelter will serve to $65,000 - $65,000 the homeless and needy in the Flint area (PC - Public Charity)
Casual Workers Advice Office 96 Knox Street , Germiston Johannesburg 1401 SOUTH AFRICA To support an organization that advises and supports workers on $25,000 $25,000 labor rights and trains community - based advice offices on worker rights and related labor matters (PC - Public Charity Equivalent)
Statement 20 - Page 23 Charles Stewar ott Foundation Form 990PF EIN 38-12M27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Catholic Charities of Shiawassee and Genesee Counties 901 Chippewa Street Flint, MI 48503-1570 To support programs that provides meals for low income - $325,000 - $325,000 individuals and families, relieffrom the cold during the winter months, and transportation for critically ill children (PC - Public Charity)
For the general purposes or other charitable purposes of the - $8,000 $8,000 organization (PC - Public Charity)
Catholic Near East Welfare Assoc Inc 1011 First Avenue New York, NY 10022-4195 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Catholic Relief Services, Inc. 228 West Lexington Street Baltimore , MD 21201-3413 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
CEE Bankwatch Network Na Rozcesti 1434/6 190 00 Praha 9, Liben CZECH REPUBLIC To support a network of non-governmental organizations in 14 $50,000 - $50,000 Central/Eastern European countries (PC - Public Charity Equivalent)
Center for Civic Cooperation Gabnjela Jurkica 8a (Livnoputovi) 80101 Livno BOSNIA and HERZEGOVINA To increase citizen participation in community life in Bosnia and $20,000 - - $20,000 Herzegovina (PC - Public Charity Equivalent)
Center for Civil Initiatives Bozidara Adzlje 22, 1 kat 10000 Zagreb CROATIA To mobilize citizens and community resources to address critical - $120 , 000 $40,000 $ 80,000 issues facing rural communities in central Croatia (PC - Public Charity Equivalent)
Statement 20 - Page 24 Charles Stewar ott Foundation 0 Form 990PF EIN 38-121 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Center for Community Change 1536 U Street NW Washington, DC 20009-3912 For the general purposes or other charitable purposes of the - $150 $150 - organization (PC - Public Charity)
Center for Diversity & the Environment PO Box 10598 Portland, OR 97296 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
Center for Effective Philanthropy, Inc. 675 Massachusetts Avenue, 7th Floor Cambridge, MA 02139-3309 To support an organization that provides foundations with $50,000 $25,000 $25,000 management and governance tools and research to define, assess, and improve overall performance (PC - Public Charity)
Center for International Environmental Law, Inc. 1350 Connecticut Avenue NW, Suite 1100 Washington, DC 20036-1739 To support policy analysis and advocacy related to the World Bank $20,000 $20,000 environmental and social safeguard policy review as well as development of similar standards for the United Nation's Green Climate Fund (PC - Public Charity)
Center for Land Reform, Inc. 421 Garland Street, Suite A Flint, MI 48503-2517 To support an organization dedicated to addressing property $1,100,000 $1,100,000 abandonment and deterioration in urban communities (PC - Public Charity)
Center for Public Integrity 910 17th Street, NW 7th Floor Washington , DC 20006 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Center for Rural Affairs 145 Main Street, P.O. Box 136 Lyons, NE 68038-2677 To support the development of rural communities through economic $50,000 $50,000 development and environmental stewardship (PC - Public Charity)
Statement 20 - Page 25 Charles Stewar ott Foundation 0 Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Center on Budget and Policy Priorities 820 First Street NE, Suite 510 Washington, DC 20002-8035 To promote federal and state fiscal responsibility and project and $100,000 - - $100,000 strengthen low-income programs that reduce poverty and expand opportunity (PC - Public Charity)
To enhance the timeliness, credibility, accessibility and $50,000 $100,000 $100,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations. (PC - Public Charity)
Center Theatre Group of Los Angeles 601 W Temple St. Los Angeles, CA 90012 For the general purposes or other charitable purposes of the - $10,000 $10,000 organization (PC - Public Charity)
Centers for Civic Initiatives Ludviga Kube 7 75000 Tuzla BOSNIA and HERZEGOVINA To support an organization created to encourage active $25,000 - $25,000 participation of citizens in their communities and in the political process in Bosnia and Herzegovina (PC - Public Charity Equivalent)
Central Michigan University Mt. Pleasant , MI 48859-0001 For the general purposes or other charitable purposes of the - $1,350 $1,350 organization. (GOV - Domestic or Foreign Government)
Central Susquehanna Intermediate Unit 90 Lawton Lane Milton, PA 17847-9756 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (GOV - Domestic or Foreign Government)
Centre for Community Justice and Development 11 Dulwich Road Pietermaritzburg 3201 SOUTH AFRICA To support an organization that supports community advice offices - $104,202 - $104,202 to further access to justice and to protect human rights through the law (NC - Non-Charity Equivalent)
Statement 20 - Page 26 Charles Stewar ott Foundation • Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Centre for Liberal Strategies Foundation 21 A, Patriarch Evtimii Blvd. 1000 Sofia BULGARIA To support a Bulgaria-based think tank doing research and strategy - $80,000 $80,000 - development in the field of active civic participation in CEE/Russia (NC - Non-Charity Equivalent)
Centre for Research, Documentation and Publication Shaban Polluzha st No. 7 10000 Pnstina KOSOVO To help develop organizational and programmatic capacities to $70,000 $38,000 $32,000 work on justice and reconciliation in Kosovo and the wider region over the long term. (NC - Non- Charity Equivalent)
Centre for Rural Legal Studies Trust Room 2001 Wintergraan Building Welgevallen Farm , Suidwal Wes Street Stellenbosch 7600 SOUTH AFRICA To support an organization that promotes and protects the land and $25,000 - - $25,000 labor rights offarmworker communities (PC - Public Charity Equivalent)
Centre for Social and Economic Studies - Populari- Zagrebacka 55/5 71000 Sarajevo BOSNIA and HERZEGOVINA To improve the quality and effectiveness ofpolicy development and $60,000 $30,000 $30,000 implementation in Bosnia and Herzegovina (PC - Public Charity Equivalent)
CENTRE FOR SOCIETY RESEARCH NON- GOVERNMENTAL ORGANIZATION Mejugirska 56, Office I Kyiv 04071 UKRAINE To strengthen deliberative civic participation in urban planning in $150,000 - $150,000 Ukrainian cities. (PC - Public Charity Equivalent)
Champlain Valley Educator Development Center, Inc. 123 Ethan Allen Avenue, Dupont Hall #308 Colchester, VT 05446-3311 To support a statewide afterschool network as a vehicle for bringing $25,000 - $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
Statement 20 - Page 27 Charles Stewar ott Foundation • Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Char-Em United Way Inc. PO Box 1701 Petoskey, MI 49770 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (PC - Public Charity)
Charities Aid Foundation 10 St. Bride Street London EC4A 4AD UNITED KINGDOM To further the development of community foundations in Russia. $47,688 $600,000 $47,688 $600,000 (PC - Public Charity Equivalent)
To promote private giving in Russia - $125,000 $62,500 $62,500 (PC - Public Charity Equivalent)
Charities Aid Foundation Southern Africa Studio 16, Arts on Main, 264 Fox Street Johannesburg 2094 SOUTH AFRICA To support an organization that promotes workplace giving and $50,000 - $50,000 - supports businesses to make appropriate choices about funding development programs. (PC - Public Charity Equivalent)
Chattahoochee Riverkeeper, Inc. 3 Puritan Mill 916 Joseph Lowery Boulevard Atlanta, GA 30318-5280 To support the development and implementation of water $75,000 $45,000 $ 30,000 management and conservation policies in Georgia. (PC - Public Charity)
Children ' s Defense Fund 25 E Street, NW Washington , DC 20001 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Children ' s Miracle Network 205 West 700 South Salt Lake City, UT 84101 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Statement 20 - Page 28 Charles Stewar ott Foundation • Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Children ' s Services Council of Florida, Inc. 111 N. Gadsden Street, Suite 300 Tallahassee, FL 32301-1507 To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Christ Enrichment Center 322 E. Hamilton Avenue Flint, MI 48505 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
Christ Memorial Reformed Church 595 Graafschap Road Holland , MI 49423 For the general purposes or other charitable purposes of the - $12,250 $12,250 organization (PC - Public Charity)
Christ the King Parish PO Box 95 Acme, MI 49610 For the general purposes or other charitable purposes of the - $1, 200 $1,200 organization (PC - Public Charity)
Christ the Redeemer Parish 2700 Waldon Rd. Lake Orion, MI 48360 For the general purposes or other charitable purposes of the - $12,900 $12,900 organization (PC - Public Charity)
Chrysalis Foundation 300 E. Locust Street, Suite 150 Des Moines, IA 50309-1852 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school-based/school-linked afterschool opportunities (PC - Public Charity)
Church of the Messiah 231 E. Grand Boulevard Detroit, MI 48207-3739 To support program and transition planning activities at the Mt - $25,000 - $25,000 Elliott Makerspace in Detroit, Michigan (PC - Public Charity)
Statement 20 - Page 29 Charles Stewar ott Foundation • Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Church World Service Inc. 28606 Phillips St P O. Box 968 Elkhart, IN 46515 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Citizen Participation Forum 43 Gen. I. Totleben Blvd,, Floor 2, Apt. 6 Sofia 1606 BULGARIA To support a network of nongovernmental organizations in Bulgaria $100,000 $50,000 $50,000 promoting active citizen participation. (PF - Private Non-operating Foundation Equivalent)
City Center of Humanistic Technologies AHALAR Ave. Mira, 35, of 67 14000 Chernihiv UKRAINE To strengthen local-level civic participation in decision making and $100,000 $30,000 $70,000 to build social capital and cohesion in Ukraine (NC - Non-Charity Equivalent)
City of Flint 1101 S. Saginaw Street Flint, MI 48502-1420 To support a water and sewage rate study for the City of Flint and $50,000 $50,000 - its residents (GOV - Domestic or Foreign Government)
To provide public safety and logistical support to downtown $130,000 $130,000 - summer and fall festivals. (GOV - Domestic or Foreign Government)
To provide support for neighborhood policing activities through the $96,482 - $96,482 Flint Police Department (GOV - Domestic or Foreign Government)
City Rescue Mission of Saginaw Inc. P.O Box 548 Saginaw, MI 48606-0548 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
City Year, Inc. 287 Columbus Avenue Boston, MA 02116-5114 To explore the potential that national service might play in a $80,000 - $80,000 strategy for the educational advancement of young people living in low- to moderate-income communities (PC - Public Charity)
Statement 20 - Page 30 Charles Stewar ott Foundation 0 Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Civic Canopy 3532 Franklin Street , Suite G Denver, CO 80205-3961 To support a statewide afterschool network to ensure the $225,000 $75 ,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
CIVICUS: World Alliance for Citizen Participation, Inc. 1425 K Street, Suite 305 Washington , DC 20005-3409 To support an international alliance dedicated to strengthening $150,000 $150,000 - citizen action and civil society throughout the world (PC - Public Charity)
To strengthen a global network of national associations of civil $100,000 $60,000 $40,000 society organizations (PC - Public Charity)
Civil Society Promotion Center Gradacacka bb 71000 Sarajevo BOSNIA and HERZEGOVINA To encourage citizen participation in decisionmaking through $70,000 $35,000 $35,000 development of the nonprofit sector in Bosnia and Herzegovina (PC - Public Charity Equivalent)
Clarkston United Methodist Church 6600 Waldon Rd. Clarkston , MI 48346 For the general purposes or other charitable purposes of the $2,925 $2,925 organization. (PC - Public Charity)
Clean Wisconsin Inc. 634 W. Main Street, #300 Madison , WI 53703-2687 To protect and restore Wisconsin 's portion of the Great Lakes $150,000 $75,000 $75,000 ecosystem (PC - Public Charity)
Cleveland Clinic Foundation 3050 Science Park Drive / AC322 Beachwood , OH 44122 For the general purposes or other charitable purposes of the $375 $375 - organization (PC - Public Charity)
Statement 20 - Page 31 Charles Stewar ott Foundation Form 990PF EIN 38-12 M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Cleveland Foundation 1422 Euclid Avenue, Suite 1300 Cleveland, OH 44115-2063 To support the creation of an online global atlas of community $30,000 $20,000 $50,000 - foundations, providing data on impact as well as finances (PC - Public Charity)
Coalition for Engaged Education 3131 Olympic Boulevard Santa Monica, CA 90404 For the general purposes or other charitable purposes of the $3,000 $3,000 - organization (PC - Public Charity)
Coalition on Temporary Shelter 26 Peterboro Detroit , MI 48201-2757 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
COFEM 125 Paseo de la Plaza #101 Los Angeles, CA 90012 For the general purposes or other charitable purposes of the $6,000 $6,000 organization (PC - Public Charity)
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington , DC 20005-3517 To support a national network and learning community of statewide $200,000 $300,000 $500,000 afterschool networks (NC - Non-Charity)
To provide targeted communications , policy and research support - $300,000 $300,000 to the statewide afterschool networks and the afterschool field as part of the Expanded Learning and Afterschool Project (NC - Non-Charity)
College of Charleston Foundation 66 George Street Charleston , SC 29424-0001 To support a network created to serve and complement existing $20,000 $10,000 $10,000 groups working within community education and afterschool programs. (PC - Public Charity)
Statement 20 - Page 32 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Colorado Fiscal Institute 1905 Sherman Street, Suite 225 Denver, CO 80203-1141 To enhance the timeliness, credibility, accessibility and - $100,000 $50,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations (PC - Public Charity)
Colorado Public Television 2900 Welton Street Denver, CO 80205 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
Communications Network 1717 N. Naper Boulevard , Suite 102 Naperville, IL 60563-8837 To provide support to an organization offoundation and nonprofit $20,000 - $10,000 $10,000 communications professionals whose mission is to improve the effectiveness and accountability ofphilanthropy (PC - Public Charity)
Community Building Mitrovica Confidence Area 40000 Mitrovica KOSOVO To support an organization that leads and supports civic - $70,000 $35,000 $35,000 engagement and community -development initiatives in Mitrovica, Kosovo (PC - Public Charity Equivalent)
Community Chest of the Western Cape 82 Bree Street Cape Town 8001 SOUTH AFRICA To provide capacity-building assi stance to community-based $40,000 - $40,000 organizations in the Western Cape (PC - Public Charity Equivalent)
Community Development Foundation Mozaik Soukbunar 42 71000 Sarajevo BOSNIA and HERZEGOVINA To promote public participation in decisionmaking and community $50,000 - $50,000 development in Bosnia and Herzegovina (PC - Public Charity, Equivalent)
To strengthen the financial sustainability of a leading grantmaking $500,000 - - $500,000 foundation in Bosnia-Herzegovina (PC - Public Charity Equivalent)
Statement 20 - Page 33 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Community Economic Development Association of Michigan 1118 S. Washington Avenue Lansing, MI 48910-1659 To develop a robust network of local municipal leaders who are - $200,000 $100,000 $100,000 actively engaged in driving financial empowerment strategies for low- and moderate-income families throughout the state (PC - Public Charity)
Community Foundation for Northern Ireland Community House, Citylink Business Park 6a Albert Street Belfast BT12 4HQ IRELAND To support the development of international movement of young $200,000 $100,000 $100,000 fundraisers and grantmakers (PC - Public Charity Equivalent)
Community Foundation for Southeast Michigan 333 W Fort Street , Suite 2010 Detroit, MI 48226-3134 For the general purposes or other charitable purposes of the $31,200 $31,200 organization (PC - Public Charity)
To support efforts to foster economic growth and speed the $400,000 $400,000 transition of southeast Michigan to a new knowledge-based economy (PC - Public Charity)
Community Foundation for the National Capital Region 1201 15th Street NW, Suite 420 Washington, DC 20005-2842 To support a funders network that works to improve the transition $80,000 $80,000 of our most vulnerable youth into adult life (PC - Public Charity)
Community Foundation of Greater Flint 500 S. Saginaw Street, Suite 200 Flint, MI 48502-1856 To support a national Service Fund to bring more national service $280,000 $280,000 participants to the Flint area by providing matching funds to eligible organizations (PC - Public Charity)
To provide support to the S Jean Simi Fund for the Arts $50,000 $50,000 - (PC - Public Charity)
For the general purposes or other charitable purposes of the $88,600 $88,600 - organization. (PC - Public Charity)
Statement 20 - Page 34 Charles Stewar ott Foundation Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Community Foundation Partnership Yubilemaya Street, 31 E, Suite 401 445037 Togliatti RUSSIA To support the development of community foundations across $50,000 - - $50,000 Russia (NC - Non-Charity Equivalent)
Community Foundation Tuzla Ul. Pozonsna 13 75000 Tuzla BOSNIA and HERZEGOVINA To support a community foundation created to engage citizens and $100,000 $50,000 $50,000 mobilize resources in Tuzla, Bosnia and Herzegovina (PC - Public Charity Equivalent)
Community Law and Rural Development Centre (RF) NPC Room 304b East Wing, Diakonia Centre 20 Diakonia Avenue Durban 4001 SOUTH AFRICA To support an organization that provides paralegal services in rural - $350,000 $200,000 $150,000 KwaZulu-Natal and Eastern Cape provinces. (PF - Private Non-operating Foundation Equivalent)
Community Organisation Resource Centre First Floor, Shop on Top of Seven Eleven Store Corner of Raapenberg and Surrey Roads, Mowbray Cape Town 7700 SOUTH AFRICA To support networks of urban and rural poor communities to enable - $120,000 $60,000 $60,000 them to learn from one another and to use their collective power to advocate for support for community- initiated development projects, particularly housing projects. (PC - Public Charity Equivalent)
Community School of Davidson Inc 565 Griffith St. Davidson , NC 28036 For the general purposes or other charitable purposes of the $3,000 $3,000 organization (PC - Public Charity)
Community Service Society of New York 105 East 22nd Street New York, NY 10010 For the general purposes or other charitable purposes of the $1,050 $1,050 organization (PC - Public Charity)
Statement 20 - Page 35 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
CompassPoint Nonprofit Services 500 12th Street, Suite 320 Oakland, CA 94607-4087 To ensure the continued effectiveness of organizations, including $22,671 - - $22,671 coalitions, before and after leadership transitions (PC - Public Charity)
Connecticut After School Network, Inc. 12 Melrose Avenue Branford, CT 06405-4620 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school-basedlschool-linked afterschool opportunities (PC - Public Charity)
Consultative Group on Biological Diversity Presidio Building 1016 P.O. Box 29361 San Francisco , CA 94129-0361 To foster collaboration and information -sharing between $20,000 - - $20,000 grantmakers interested i n protecting and restoring biological diversity. (PC - Public Charity)
Convoy of Hope 330 S . Patterson Ave. Springfield , MO 65802 For the general purposes or other charitable purposes of the - $360 $360 organization (PC - Public Charity)
Cooperative for Assistance and Relief Everywhere , Inc. - CARE 151 Ellis Street, NE Atlanta, GA 30303-2440 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
CORD USA 4545 Warwick Circle Drive Grand Blanc , MI 48439 For the general purposes or other charitable purposes of the - $4,750 $4,750 organization (PC - Public Charity)
Corner House Research Station Road, Sturminster Newton Dorset DT10 1YJ UNITED KINGDOM To support research that facilitates public participation in - $200,000 $100,000 $100,000 decrsionmaking on investments that support sustainable development (PF - Private Non-operating Foundation Equivalent)
Statement 20 - Page 36 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Cornerstone Community Church 5182 N. Elms Road Flushing, MI 48433 For the general purposes or other charitable purposes of the $4,125 $4,125 organization (PC - Public Charity)
Corporation for a Skilled Workforce 1100 Victors Way, Suite 10 Ann Arbor, MI 48108-5220 To build mid-Michigan 's regional workforce development capacity $200,000 $200,000 through research and infrastructure development (PC - Public Charity)
Corporation for Enterprise Development 1200 G Street NW, Suite 400 Washington , DC 20005-3832 To develop and advance social policy solutions that are grounded in $25,000 $25,000 the ideas, research , and practices of the asset building field. (PC - Public Charity)
Council of Great Lakes Governors, Inc. 20 N. Wacker Drive, Suite 2700 Chicago, IL 60606-3 101 To support a convening of Great Lakes states and provinces to $25,000 $25,000 develop a shared regional agenda (PC - Public Charity)
Council of Michigan Foundations, Inc. One S. Harbor Avenue , Suite 3 Grand Haven , MI 49417-1385 To provide support to a statewide membership organization of $25,000 $25,000 - grantmakers (PC - Public Charity)
In support of an online exchange , convening , publication and $125,000 $125,000 - dissemination on improving support for youth philanthropy in communities (PC - Public Charity)
Council on Foundations, Inc. 2121 Crystal Drive, Suite 700 Arlington , VA 22202-3706 To support a national membership organization dedicated to $25,000 - $25,000 promoting and enhancing responsible and effective philanthropy (PC - Public Charity)
To prepare, coordinate and support efforts to mark the 100th $100,000 $100,000 - anniversary of the establishment of the first community foundation (PC - Public Charity)
Statement 20 - Page 37 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Cradle to Career in Kenya 18881 Von Karman Ave. Suite 220 Irvine, CA 92612 For the general purposes or other charitable purposes of the $180 $180 - organization (PC - Public Charity)
Cranbrook Educational Community 380 Lone Pine Road Bloomfield Hills, MI 48303-0801 To provide supplemental art and science programming to K-12 $500,000 $500,000 students in the Flint Community Schools (PC - Public Charity)
Cranbrook Educational Community PO Box 801 Bloomfield Hills, MI 48303-0801 For the general purposes or other charitable purposes of the $450 $450 organization (PC - Public Charity)
Crim Fitness Foundation, Inc. 452 S. Saginaw, Suite 1 Flint, MI 48502-1803 To provide capacity building support to a local nonprofit that is $166,000 $166,000 focusing on increasing health and fitness activities in the community (PC - Public Charity)
To support a partnership with the Michigan Fitness Foundation $20,000 - - $20,000 and the Flint Community Schools to implement a fitness and nutrition program for elementary school children in Flint schools supported in part by the USDA (PC - Public Charity)
To support the hiring of a Community Schools Resource $330,000 $330,000 - Coordinator who will help develop and implement a 21st century, sustainable model of community education in Flint Community Schools. (PC - Public Charity)
Crooked Tree Arts Council Inc. 461 East Mitchell Street Petoskey, MI 49770 For the general purposes or other charitable purposes of the $4,000 $4,000 organization (PC - Public Charity)
Statement 20 - Page 38 Charles Stewar ott Foundation • Form 990PF EIN 38-12M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Crossroads of Michigan 2424 West Grand Boulevard Detroit, MI 48208 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization. (PC - Public Charity)
Curators of the University of Missouri Columbia, MO 65211-0001 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (GOV - Domestic or Foreign Government)
Cystic Fibrosis Foundation 6931 Arlington Road Suite 200 Bethesda, MD 20814 For the general purposes or other charitable purposes of the $210 $210 - organization. (PC - Public Charity)
Deloitte Consulting LLP 101 Market Street , Suite 1000 San Francisco , CA 94105-1700 To support research, convenings , and a resultant publication and its $25,000 $25,000 - dissemination about the future of community foundations in the U.S. (NC - Non-Charity)
Delta College Foundation 1961 Delta Road University Center, MI 48710 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Democracy Development Program 2nd Floor DDP House 32 Dullah Omah Avenue Durban 4001 SOUTH AFRICA To promote and consolidate democracy in the KwaZulu-Natal $20,000 - $20,000 - region through dialogues amongst citizens and municipal officials to promote public participation and active citizenship (PC - Public Charity Equivalent)
Denver Rescue Mission PO Box 17963 Denver, CO 80217 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Statement 20 - Page 39 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Derecho Ambiente y Recursos Naturales Jr Coronel Zegarra No. 260 Lima PERU To monitor energy and infrastructure policies and projects and - $350,000 $175,000 $175,000 their impacts on the environment in Peru and the Amazon basin (PC - Public Charity Equivalent)
Detroit Children's Fund 100 Talon Centre Suite 100 Detroit, MI 48027 For the general purposes or other charitable purposes of the $15,000 $15,000 - organization (PC - Public Charity)
Detroit Educational Television Foundation 1 Clover Court Wixom, MI 48393 For the general purposes or other charitable purposes of the $675 $675 - organization (PC - Public Charity)
Detroit Institute of Arts 5200 Woodward Avenue Detroit, MI 48202 For the general purposes or other charitable purposes of the $840 $840 - organization (PC - Public Charity)
Detroit Rescue Mission Ministries Genesis House 111 111 & Oasis 150 Stimson PO Box 312087 Detroit , MI 48231-2087 For the general purposes or other charitable purposes of the $300 $300 - organization. (PC - Public Charity)
Detroit Symphony Orchestra Hall 3711 Woodward Avenue Detroit, MI 48201-2005 For the general purposes or other charitable purposes of the $3,300 $3,300 - organization (PC - Public Charity)
DHS - MYOI Oakland Livingston Human Service Agency 196 Cesar E. Chavez Ave. Pontiac, MI 48432 For the general purposes or other charitable purposes of the $870 $870 - organization (GOV - Domestic or Foreign Government)
Statement 20 - Page 40 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Dimitar Berbatov Foundation 27 Veliko Tarnova Str. Sofia 1504 BULGARIA To strengthen individual philanthropy in Bulgaria $50,000 - $50,000 - (PF - Private Non-operating Foundation Equivalent)
Direct Action and Research Training Center 314 NE 26th Terrace Miami , FL 33137-4649 To support training in the field of community organizing $15,000 - $15,000 - (PC - Public Charity)
Direct Relief 27 South La Patera Lane Santa Barbara, CA 93117 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization. (PC - Public Charity)
Disability Advocates of Kent County 3600 Camelot Drive SE Grand Rapids , MI 49546-8103 To support increased civic engagement in transportation - related $40,000 - $40,000 development and decision making in Michigan (PC - Public Charity)
Disability Network 3600 S. Dort Highway, Suite 54 Flint, MI 48507-2054 For the general purposes or other chari table purposes of the $150 $150 - organization (PC - Public Charity)
Disabled American Veterans Charitable Service Trust 3725 Alexandria Pike Cold Spring , KY 41076 For the general purposes or other charitable purposes of the $1,875 $1,875 - organization. (PC - Public Charity)
Diyarbakir Institute for Social and Political Research - Association Mimar Sman Caddesi , Aslan Apt., B Blok No 12 Yenlsehir- Diyarbakir 21100 TURKEY To increase the engagement of local communities in the peace $10,000 - $10,000 - process i n Southeastern Turkey (PC - Public Charity Equivalent)
Statement 20 - Page 41 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
DOCKDA Rural Development Agency 37a Main Road, Mowbray Cape Town 7700 SOUTH AFRICA To support an intermediary grantmaker that strengthens the work of $30,000 - $30,000 rural development organizations in poor, marginalized communities (PC - Public Charity Equivalent)
Doctors Without Borders USA Inc PO Box 5030 Hagerstown , MD 21741-5030 For the general purposes or other charitable purposes of the $10,000 $10,000 organization (PC - Public Charity)
Documents - Center for Dealing with the Past Kuca Ljudskih Prava, Selska cesta 112c HR-10000 Zagreb CROATIA To support an organization dedicated to building a democratic $25,000 - $25,000 culture based on human rights and the rule of law in Croatia and the Western Balkans (PC - Public Charity Equivalent)
Dominican Literary Center 5555 Conner Ave Suite 1414 Detroit, MI 48213 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Dominican Sisters of Peace Inc. 775 W. Drahner Road Oxford, MI 48371 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Downtown Outreach Ministries 414 W Court Street Flint, MI 48503 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 42 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
E3 Elevating Education Everywhere Inc 11124 Kingston Pike Suite 119-169 Knoxville, TN 37934 For the general purposes or other charitable purposes of the $10,000 $10,000 organization (PC - Public Charity)
Early Intervention Center 6632 Telegraph Road Suite 350 Bloomfield Hills, MI 48301 For the general purposes or other charitable purposes of the - $25,500 $25,500 organization (PC - Public Charity)
Easter Seals Inc. 233 South Wacker Drive Suite 2400 Chicago, IL 60606 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Eastern Cape NGO Coalition Bloc J1, eMonti Science & Technology Park EL IDZ Zone 1 C, Sunnyridge East London 5201 SOUTH AFRICA To support an organization that provides support to non-profits in $150,000 $75,000 $75,000 the Eastern Cape Province by providing training, information, and mentoring to its members (PC - Public Charity Equivalent)
Eastern Michigan University Foundation Ypsilanti, MI 48197-2207 For the general purposes or other charitable purposes of the $8,625 $8,625 organization (PC - Public Charity)
Eastern Shore of Virginia Barrier Islands Center PO Box 206 Machipongo, VA 23405 For the general purposes or other charitable purposes of the $10,000 $10,000 - organization (PC - Public Charity)
Statement 20 - Page 43 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
East- West Management Institute, Inc. 575 Madison Avenue, 25th Floor New York, NY 10022-8509 To promote the concept of using a portion of the proceeds of - $90,000 $70,000 $20,000 privatization sales as a means for building community-based philanthropic endowments (PC - Public Charity)
Eastwood United Methodist Church 3312 Whittier Flint , MI 48506 For the general purposes or other charitable purposes of the $300 $300 organization (PC - Public Charity)
Ecoa - Ecology and Action Rua 14 de julho, 3169 Campo Grande / MS 79002-333 BRAZIL To monitor the environmental impacts of investments in energy and $200,000 - $200,000 infrastructure in the Plate River Basin, including the Pantanal, and to strengthen citizen oversight ofpublic investment policies and practices (PC - Public Charity Equivalent)
EcoAdapt 649 Moji Lane NW Bainbridge Island , WA 98110-2726 To identify and promote best practices for climate change $20,000 $20,000 - adaptation in the southeastern U S (PC - Public Charity)
Ecojustice Canada Society 214-131 Water Street CANADA To protect water quality in the Great Lakes by providing scientific $25,000 - $25,000 - and legal research, policy analyses, and public education (PC - Public Charity Equivalent)
Ecology Center, Inc. 339 E. Liberty, Suite 300 Ann Arbor, MI 48104-2258 To increase public engagement in transportation reform $60,000 $60,000 opportunities in Southeast Michigan (PC - Public Charity)
Economic Mobility Corporation 233 Broadway , 12th Floor New York, NY 10279-1299 To complete a random assignment evaluation of Project Quest, a $300,000 $184,000 $116,000 sectoral employment intermediary in San Antonio, Texas (PC - Public Charity)
Statement 20 - Page 44 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support a workforce i ntermediary focused on job retention and $75,000 $44,000 $31,000 wage advancement for the disadvantaged and working poor (PC - Public Charity)
EcoWorks 4835 Michigan Avenue Detroit , MI 48210-3249 To research and develop a package offinancing tools that link $75,000 $75,000 energy efficiency and water quality improvement projects for water treatment facilities in Michigan (PC - Public Charity)
Editorial Projects in Education, Inc. 6935 Arlington Road , Suite 100 Bethesda , MD 20814-5287 To provide an ongoing and independent resource to the field on the $200,000 $100,000 $100,000 issues of high school graduation and reform and better preparing students for postsecondary education and the 21st Century workforce (PC - Public Charity)
Ednannia : Initiative Center to Support Social Action 26-a Predslavynska Str., App. 53 03150 Kyiv UKRAINE To foster the development of community foundations in Ukraine $250,000 $126,000 $124,000 (PC - Public Charity Equivalent)
Education and Training Unit 38 Observatory Road, Observatory Johannesburg 2198 SOUTH AFRICA To support a project that enables poor people to access relevant $40,000 $40,000 information about the law and related topics by developing and disseminating resource materials to community-based workers who provide legal advice and related services to poor people. (PC - Public Charity Equivalent)
Education ' s Next Horizon 412 N. Fourth Street, Suite 240 Baton Rouge, LA 70802-5523 To support a statewide afterschool network as a vehicle for bringing $25,000 $12,500 $12,500 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
Ele's Place 1145 West Oakland Lansing, MI 48915 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 45 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Environmental Defence Canada, Inc. 116 Spadina Avenue, Suite 300 CANADA To conduct research, disseminate information, and conduct $50,000 - $50,000 - outreach related to protecting and restoring the Great Lakes (PC - Public Charity Equivalent)
Environmental Defense Fund 1875 Connecticut Avenue NW Washington , DC 20009 For the general purposes or other charitable purposes of the $150 $150 organization. (PC - Public Charity)
Environmental Grantmakers Association 475 Riverside Drive, Suite 960 New York, NY 10115-0002 To provide general support for an association offoundations $80,000 $35,000 $45,000 concerned with environmental protection issues (PC - Public Charity)
Environmental Law Alliance Worldwide 1877 Garden Avenue Eugene, OR 97403-1927 To support a network that provides skills training, scientific and $40,000 $20,000 $60,000 - policy resources to environmental leaders from around the world (PC - Public Charity)
Eschaton Foundation 612 Ocean Street Santa Cruz , CA 95060 For the general purposes or other charitable purposes of the $50,000 $50,000 - organization (PC - Public Charity)
European Foundation Centre Philanthropy House 94, rue Royale B-1000 Brussels BELGIUM To support an affinity group for grantmakers in CentrallEastern $30,000 - $30,000 Europe and the former Soviet Union (PC - Public Charity Equivalent)
To support a membership organization of funders in Europe. $100,000 $100,000 (PC - Public Charity Equivalent)
Statement 20 - Page 46 Charles Stewar ott Foundation Form 990PF EIN 38-121'M7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
European Network on Debt and Development Rue d'Edunbourg, 18 - 26 Brussels 1050 BELGIUM To support research and policy advocacy addressing changes in $115,000 $115,000 - international development finance (PC - Public Charity Equivalent)
Fair Food Network 205 E. Washington Street , Suite B Ann Arbor, MI 48104-2007 To support a program to increase the affordability offresh produce $150,000 $150,000 to Genesee County families receiving food assistance (PC - Public Charity)
Faith and Politics Institute 110 Maryland Avenue NE, Suite 504 Washington, DC 20002-5630 To support opportunities for bipartisan, interracial, and interfaith $50,000 $25,000 $25,000 dialogue and reflection between members of Congress, their staffs, and their constituents that promote reconciliation, understanding, and more effective leadership. (PC - Public Charity)
Faith Lutheran Church 12534 Holly Road Grand Blanc , MI 48439 For the general purposes or other charitable purposes of the $2,700 $2,700 - organization (PC - Public Charity)
Father Flanagans Boys Home 14100 Crawford Street Boys Town, NE 68010 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Federation of Community Foundations from Romania str Closca, nr. 6, ap. 2 Cluj-Napoca 400039 ROMANIA To support the development of the community foundation field in $35,000 $120,000 $35,000 $120,000 Romania (PF - Private Non-operating Foundation Equivalent)
Feeding America 35 E Wacker Drive Suite 2000 Chicago, IL 60601 For the general purposes or other charitable purposes of the $225 $225 - organization (PC - Public Charity)
Statement 20 - Page 47 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Fellow Mortals Inc W4632 Palmer Road Lake Geneva, WI 53147 For the general purposes or other charitable purposes of the - $150 $150 - organization. (PC - Public Charity)
Fenner Conservancy 2020 E. Mount Hope Ave. Lansing, MI 48910 For the general purposes or other charitable purposes of the - $1,275 $1,275 organization. (PC - Public Charity)
First Baptist Church of Bushnell 125 W. Anderson Avenue Bushnell, FL 33513 For the general purposes or other charitable purposes of the - $3,405 $3,405 organization (PC - Public Charity)
First Congregational United Church of Christ 6494 S. Belsay Road Grand Blanc, MI 48439 For the general purposes or other charitable purposes of the - $5,100 $5,100 organization (PC - Public Charity)
First Presbyterian Church 7940 Cemetery Road Harbor Springs, MI 49740 For the general purposes or other charitable purposes of the - $10,750 $10,750 organization (PC - Public Charity)
First Presbyterian Church 404 Spruce Street Elk Rapids , MI 49629 For the general purposes or other charitable put-poses of the - $780 $780 organization (PC - Public Charity)
First United Methodist of Durand 10016 Newburg Rd Durand, MI 48429 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Statement 20 - Page 48 Charles Stewar ott Foundation • Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Fiscal Policy Institute 1 Lear Jet Lane Latham, NY 12110-2313 To enhance the timeliness , credibility, accessibility and $50,000 $100,000 $100,000 $50,000 effectiveness of research on state tax and budget issues affecting low-income and other vulnerable populations (PC - Public Charity)
Fish Tales 2177 East Erickson Road P.O. Box 302 Pincommng , MI 48650 For the general purposes or other charitable purposes of the $300 $300 organization. (PC - Public Charity)
Flint Area Congregations Together 2415 Bagley Street Flint , MI 48504-4613 To support a parent -teacher home visit project and youth $95,000 - $95,000 organizing. (PC - Public Charity)
Flint Central Church of the Nazarene 1261 W. Bristol Rd Flint , MI 48507 For the general purposes or other charitable purposes of the $4,125 $4,125 organization. (PC - Public Charity)
Flint Children ' s Museum 1602 W. University Ave. Flint , MI 48504 For the general purposes or other charitable purposes of the $3,300 $3,300 organization. (PC - Public Charity)
Flint Cultural Center Corporation, Inc. 1310 E. Kearsley Street Flint , MI 48503-1921 For the general purposes or other charitable purposes of the $4,500 $4,500 organization (PC - Public Charity)
To provide operating support for the organization and maintain $1,700,000 $1,700,000 diverse arts and cultural opportunities for all members of the community (PC - Public Charity)
To support the upgrade of the projection system at the planetarium $1,500,000 $1,500,000 on the cultural center campus (PC - Public Charity)
Statement 20 - Page 49 Charles Stewar ott Foundation • Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Flint District Library 1026 E. Kearsley Street Flint, MI 48502-1923 To support free access to information and educational - $300,000 $300,000 programming for Flint area residents (GOV - Domestic or Foreign Government)
To provide strategic planning expertise to create a sustainable - $118,550 $118,550 service-delivery model (GOV - Domestic or Foreign Government)
For the general purposes or other charitable purposes of the - $9,500 $9,500 organization. (GOV - Domestic or Foreign Government)
Flint Institute of Arts 1120 E. Kearsley Street Flint, MI 48503-1915 To provide operating support for the institute and enhance visual - $2,225,000 $2,225,000 arts experiences for residents of the region (PC - Public Charity)
To support the art school at the institute - $200,000 $200,000 (PC - Public Charity)
To support the endowment fund for the art school at the institute - $3,362,856 $3,362,856 (PC - Public Charity)
For the general purposes or other charitable purposes of the - $213,750 $213,750 organization. (PC - Public Charity)
Flint Institute of Music J Dallas Dort Music Center 1025 E. Kearsley Street Flint, MI 48503-1922 To provide operating support for the institute and continue quality - $1,100,000 $1,100,000 music, dance, and theater programs for the community and the region (PC - Public Charity)
To introduce and promote the art of tap dance through instruction , - $50,000 $50,000 education , and community outreach to Flint area children (PC - Public Charity)
To provide support for the free Music in the Parks concert series - $45,000 $45,000 (PC - Public Charity)
For the general purposes or other charitable purposes of the - $19,775 $19,775 - organization (PC - Public Charity)
Statement 20 - Page 50 Charles Stewar ott Foundation • Form 990PF EIN 38-12 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Flint Jewish Federation 619 Wallenberg Street Flint, MI 48502-1714 To support social, education and cultural programs that serve both $12,000 - - $12,000 Jewish and non-Jewish residents of the region (PC - Public Charity)
Flint River Watershed Coalition 400 N. Saginaw Street, Suite 233 Flint, MI 48502-2016 For the general purposes or other charitable purposes of the - $11,505 $11,505 - organization (PC - Public Charity)
To provide support to a coalition whose mission is to promote the - $120,000 $80,000 $40,000 value of the Flint River ecosystem through citizen engagement and restoration efforts. (PC - Public Charity)
Flint Science Fair, Inc. P.O. Box 687 Flint, MI 48501-0687 To support the introduction of scientific methods to Genesee County $15,000 - $15,000 students (PC - Public Charity)
Focus: HOPE 1355 Oakrnan Boulevard Detroit, MI 48238-2849 For the general purposes or other charitable purposes of the - $4,500 $4,500 organization. (PC - Public Charity)
To support an anti -poverty and civil rights organization serving - $750,000 $750,000 low-income Detroit residents. (PC - Public Charity)
Fondacija " Ana i Vlade Divac" Ilije Garasanina 53a 11000 Belgrade SERBIA To build the capacity of the foundation to stimulate increased $25,000 $135,000 $25,000 $135,000 corporate and individual philanthropy in Serbia and to be a leading foundation in the country's emerging philanthropic sector (PC - Public Charity Equivalent)
Food Bank of Eastern Michigan, Inc. 2312 Lapeer Road Flint, MI 48503-4221 For the general purposes or other charitable purposes of the - $6,675 $6,675 organization (PC - Public Charity)
Statement 20 - Page 51 Charles Stewar ott Foundation Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To increase food distribution in Genesee County by supporting - $130,000 - $130,000 additional food purchases at the local food bank (PC - Public Charity)
To provide diapers to low-income families in Flint and Genesee - $20,000 - $20,000 County (PC - Public Charity)
To support warehouse renovations that will allow the local food - $2,500,000 $2,500,000 - bank to distribute more fresh produce and other food products to those in need (PC - Public Charity)
Food Gatherers PO Box 131037 Ann Arbor, MI 48113 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
Foothills Equestrian Nature Center, Inc. 3381 Hunting Country Road Tryon, NC 28782 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Foothills Humane Society, Inc. PO Box 126 Tryon, NC 28782 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Forest Peoples Programme lc, Fosseway Business Centre, Stratford Road Moreton-in-Marsh GL56 9NQ UNITED KINGDOM To support efforts to ensure that international financial institutions - $250,000 $125,000 $125,000 and other international development agencies adopt and fully comply with social and environmental policies that are in line with international standards (PC - Public Charity Equivalent)
Forgotten Man Ministries, Inc. 3940 Fruit Ridge, NW Grand Rapids, MI 49544 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 52 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 41 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Forum of Regional Associations of Grantmakers 1200 18th Street NW, Suite 700 Washington, DC 20036-2531 To support a national network of regional associations of $25,000 - $25,000 - grantmakers (SO III FI - Functionally Integrated Type III Supporting Organization)
Forward Works B2, 335 Castle Peak Road Ting Kau, New Territories Hong Kong CHINA To assist in the development of initiatives that foster Chinese civil $172,000 $132,000 $40,000 society discussions to address its outward investments to developing countries and role in climate change (PF - Private Non-operating Foundation Equivalent)
Foundation "United Way of Romania" Dimitrie Pompeiu Avenue 9-9A Raiffeisen Bank Operational Center Sector 2 Bucharest 020335 ROMANIA To support an organization created to promote philanthropy in $50,000 - $50,000 - Romania (PC - Public Charity Equivalent)
Foundation Center 79 Fifth Avenue New York, NY 10003-3034 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
To support a national organization that collects, analyzes and $25,000 - - $25,000 publishes information on foundations and philanthropy (PC - Public Charity)
To support an investment plan to upgrade the Foundation Center's $500,000 $500,000 technology and knowledge service platforms (PC - Public Charity)
Foundation for Detroit ' s Future 333 W. Fort Street , Suite 2010 Detroit , MI 48226-3134 Partial support to protect and preserve the City of Detroit's rich - $10,000,000 $500,000 $9,500,000 cultural heritage , foster and promote the economic revitalization andfiscal health of the City of Detroit and enable the City to fulfill its municipal financial and civic obligations (SO I - Type I Supporting Organization)
Statement 20 - Page 53 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Foundation for Human Rights in South Africa 209 Smit Street Building, 8th Floor, Braamfontem Johannesburg 2001 SOUTH AFRICA To support a grantmaking organization created to promote the $25,000 - $25,000 - realization of human rights in South Africa (PC - Public Charity Equivalent)
Foundation for Independent Radio Broadcasting 1 Nikoloyamskaya Ul Moscow 109189 RUSSIA To promote processes that strengthen public participation in the $250,000 - $250,000 development of communities (PC - Public Charity Equivalent)
Foundation for Mott Community College 1401 E. Court Street Flint, MI 48503-2089 For the general purposes or other charitable purposes of the $5,550 $5,550 - organization (PC - Public Charity)
Foundation for Non - Governmental Organization Development "The West Ukrainian Resource Center" 21 Lysenka Street, First Floor 79008 Lviv UKRAINE To mobilize local communities in western Ukraine to effectively $150,000 $85,000 $65,000 address and resolve issues of common concern (PC - Public Charity Equivalent)
Foundation for the Uptown Reinvestment Corporation 519 S. Saginaw Street, Suite 200 Flint, MI 48502-1815 For the general purposes or other charitable purposes of the - $15,000 $15,000 - organization (SO I - Type I Supporting Organization)
To provide support to an organization created to promote - $150,000 $150,000 - downtown redevelopment efforts and other charitable purposes (SO I - Type I Supporting Organization)
To promote safety and security in downtown Flint $222,073 $222,073 - (SO I - Type 1 Supporting Organization)
To increase the flow of development capital to Flint and Genesee $72,000 $72,000 - County (SO I - Type I Supporting Organization)
Support for creating a commercial kitchen food business incubator $175,000 $175,000 - located in the downtown Flint Farmers' Market (SO I - Type I Supporting Organization)
Statement 20 - Page 54 Charles Stewar 'Lott Foundation Form 990PF EIN 38-1 *7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To relocate Hurley Children's Hospital Pediatric Center to the - $900,000 - $900,000 Health and Wellness District in downtown Flint in order to continue its mission ofproviding state-of-die-art medical services to low- income children (SO I - Type I Supporting Organization)
Foundation PACT - Partnership for Community Action and Transformation Str Hagiului nr 6, sector 2 024049 Bucharest ROMANIA To support an organization that helps informal groups, grassroots $50,000 $50,000 $100,000 - nonprofit organizations and community enterprises in southern Romania engage in the development of their communities (PC - Public Charity Equivalent)
Foundations, Inc. 701 E. Gate Drive, Suite 300 Mt. Laurel, NJ 08054-3838 To support the 21st Century Community Learning Centers initiative. $100,000 $100,000 - (PC - Public Charity)
FowlerHoffman LLC 102 Washington Avenue Richmond , CA 94801-3947 To develop policy and assessment strategies for the afterschool $50,000 $200,000 $200,000 $50,000 networks (NC - Non-Charity)
To explore the intersections of the afterschool and community - $15,000 - $15,000 school fields (NC - Non-Charity)
Fresh Energy 408 Saint Peter Street , Suite 220 Saint Paul , MN 55102-1125 To expand journalisti c coverage of clean energy issues in Michigan $50,000 $50,000 - (PC - Public Charity)
Friends for the Dearborn Animal Shelter 2661 Greenfield Road Dearborn, MI 48120 For the general purposes or other charitable purposes of the $13,000 $13,000 - organization (PC - Public Charity)
Friends of Michigan Animals Rescue 51299 Arkona Road Belleville, MI 481 11 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 55 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Friends of the Alfred P Sloan Museum 1221 E. Kearsley Street Flint, MI 48503 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Friends of the Baldwin Public Library 300 W Merrill Birmingham , MI 48009 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Friends of the DaPonte String Quartet PO Box 401 Damariscotta , ME 04543 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Friends of the Earth 1100 15th Street NW, 11th Floor Washington , DC 20005-1707 To strengthen policy advocacy that ensures international $25,000 $35,000 $60,000 development finance is governed by environmental and social standards ; and climate finance is adequate and deployed to safeguard the environment , benefit the poor, and promote social justice (PC - Public Charity)
Friends of the Independence Township Senior Adult Activity Center Senior Adult Activity Center 6000 Clarkston Road Clarkston, MI 48348 For the general purposes or other charitable purposes of the - $3,870 $3,870 organization (PC - Public Charity)
Friends of the Ukrainian Bandurist Chorus 15356 Ellen Dr. Livonia, MI 48154 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
Friends of Wildlife PO Box 1505 Ann Arbor, MI 48106 For the general purposes or other charitable purposes of the - $375 $375 organization (PC - Public Charity)
Statement 20 - Page 56 Charles Stewar ott Foundation Form 990PF EIN 38-12W7 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Fund for Active Citizenship Vaka Durovica bb Nova Varos II - H sprat 81000 Podgonca MONTENEGRO To provide support to an indigenous grantmaking organization $200,000 $100,000 $100,000 created to strengthen local-level democracy and civil society in Montenegro. (PC - Public Charity Equivalent)
Fundacion Ambiente Y Recursos Naturales Tucuman 255, Piso 6, Oficina A Buenos Aires 1049 ARGENTINA To support analysis of energy investments in Argentina supported $250,000 $125,000 $125,000 by international financial institutions with the goal of improving existing projects and shaping policies for future sustainable energy investments (NC - Non-Charity Equivalent)
Fundacja TechSoup Al. Ujazdowskie, No. 37/3, 3A, 3B Warsaw 00-540 POLAND To strengthen the capacity of a regional infrastructure organization $50,000 - $50,000 - to provide information and communication technology products and services (PF - Private Non-operating Foundation Equivalent)
Funders' Network for Smart Growth and Livable Communities 1500 San Remo Avenue, Suite 249 Coral Gables, FL 3 3 1 46-3 047 To support a network that serves as a resource and focal point for $40,000 $40,000 funders and organizations working to solve economic problems related to suburban sprawl and urban disinvestment (PC - Public Charity)
Furman University 3300 Poinsett Highway Greenville, SC 29613-0002 To support the White-Riley-Peterson Policy Institute that will $25,000 - $25,000 - develop a broad cross section of emerging leaders from the afterschool and education fields (PC - Public Charity)
Futuro Media Group 361 West 125th St. Sixth Floor New York, NY 10027 For the general purposes or other charitable purposes of the $15,000 $15,000 organization (PC - Public Charity)
Statement 20 - Page 57 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Genesee Area Focus Fund, Inc. 519 S Saginaw Street , Suite 200 Flint , MI 48502-1815 To support year- round pre - employment training and fob placement $825,000 $825,000 - for Flint area youth ages 14-18 (SO I - Type I Supporting Organization)
To support economic development and education programs in $3,750,000 $3,750,000 - Genesee County (SO I - Type 1 Supporting Organization)
To provide a research -based, high-quality afterschool program $2,800,000 $2,500,000 $300,000 model to students with the greatest needs in Flint and Genesee County (SO I - Type I Supporting Organization)
For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (SO I - Type I Supporting Organization)
Genesee County Land Bank Authority 452 S. Saginaw Street, Second Floor Flint, MI 48502-1803 To support planning, coordination and engagement to stabilize and $240,000 $240,000 - revitalize Flint's neighborhoods. (GOV - Domestic or Foreign Government)
Genesee County Parks & Recreation Commission 5045 Stanley Road Flint, MI 48506-1186 To support an organization that is dedicated to providing quality $490,519 $490,519 - and affordable recreational activities to Genesee County residents (GOV - Domestic or Foreign Government)
Genesee Intermediate School District 2413 W. Maple Avenue Flint , MI 48507-3493 To promote the educational advancement of high school students $150,000 $150,000 - entering the healthcare profession (GOV - Domestic or Foreign Government)
Genesee United Methodist Church 7190 N Genesee Rd Genesee, MI 48437 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
Statement 20 - Page 58 Charles Stewar ott Foundation • Form 990PF EIN 38-12 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Genesee/Shiawassee Michigan Works! Inc. 711 N Saginaw, Suite 300 Flint, MI 48503-1769 To support an initiative in the Flint area, targeting disconnected - $200,000 $200,000 - youth, formerly incarcerated prisoners and chronically unemployed individuals re-enter the workforce. (PC - Public Charity)
To support a national school-to-work initiative aimed at assisting - $30,000 - $30,000 students who are most at-risk of dropping out of school (PC - Public Charity)
Genesys Regional Medical Center One Genesys Pkwy Grand Blanc , MI 48439 For the general purposes or other charitable purposes of the $150 $150 - organization. (PC - Public Charity)
Georgia River Network, Inc. 126 S. Milledge Avenue, Suite E3 Athens, GA 30605-5666 To participate in water management policy discussions in Georgia $55,000 $55,000 - (PC - Public Charity)
Georgia Wildlife Federation 11600 Hazelbrand Road Covington , GA 30014-1059 To coordinate a network of groups involved in promoting improved $55,000 $35,000 $20,000 water management policies and practices (PC - Public Charity)
Girls on the Run Chicago Inc. 1643 N. Milwaukee 2nd Floor Chicago , IL 60647 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization (PC - Public Charity)
Gleaners Community Food Bank Inc. 2131 Beaufait Detroit, MI 48207 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
Glen Urquhart School 74 Hart Street Beverly Farms, MA 01915 For the general purposes or other charitable purposes of the $15,300 $15,300 - organization (PC - Public Charity)
Statement 20 - Page 59 Charles Stewar ott Foundation Form 990PF EIN 38-12W7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Global Fund for Community Foundations Fourth floor, 158 Jan Smuts Avenue, Rosebank Johannesburg 2196 SOUTH AFRICA To strengthen community foundations around the world. - $250,000 $250,000 - (NC - Non-Charity Equivalent)
To enhance the role of community philanthropy in strengthening - $300,000 $300,000 local development efforts (NC - Non-Charity Equivalent)
Global Giving Foundation Inc. 1110 Vermont Avenue NW, Suite 550 Washington , DC 20005-3593 For the general purposes or other charitable purposes of the - $660 $660 organization (PC - Public Charity)
Global Hope Network International 813 Menendez Ct. Orlando, FL 32801 For the general purposes or other charitable purposes of the - $1,350 $1,350 organization (PC - Public Charity)
Good Shepherd Food-Bank P.O. Box 1807 Auburn, ME 04211-1807 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
Goodjustice 19106 Blackberry Creek Dr. Burton , MI 48519 For the general purposes or other charitable purposes of the - $18,015 $ 18,015 organization (PC - Public Charity)
Goodwill Industries of Mid - Michigan, Inc. 501 S. Averill Avenue Flint , MI 48506-4009 To support the establishment of an alternative staffing organization - $125,000 $125,000 in Genesee County, Michigan (PC - Public Charity)
Gordon Institute of Business Science 26 Melville Road , Illovo Johannesburg 2146 SOUTH AFRICA To support leadership development and create a space for dialogue $15 ,000 - $15,000 and reflection among nonprofit organizations (PC - Public Charity Equivalent)
Statement 20 - Page 60 Charles Stewar ott Foundation • Form 990PF EIN 38-12 _ 2 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Govans Ecumenical Development Corporation 1010 E. 33rd Street Baltimore, MD 21218 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Grace Centers of Hope 35 E Huron Street Pontiac, MI 48342 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Grand Haven Area Community Foundation 1 South Harbor Drive Grand Haven , MI 49417 For the general purposes or other charitable purposes of the - $2,100 $2,100 organization (PC - Public Charity)
Grand Ledge Lacresse Club Inc. PO Box 443 Grand Ledge, MI 48837 For the general purposes or other charitable purposes of the - $9,000 $9,000 organization. (PC - Public Charity)
Grand Traverse Area Children ' s Garden 505 Riverme Drive Traverse City, MI 49684 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Grand Traverse Regional Community Foundation 250 E. Front Street Suite 310 Traverse City, MI 49684 For the general purposes or other charitable purposes of the - $600 $600 organization (PC - Public Charity)
Grand Traverse Regional Land Conservancy 3860 N. Long Lake Road, Suite D Traverse City, MI 49684-7204 For the general purposes or other charitable purposes of the - $1,050 $1,050 organization (PC - Public Charity)
Statement 20 - Page 61 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To build the conservancy's organizational capacity to implement its - $150,000 $75,000 $75,000 multi -pronged approach to protecting the land and water resources in a five-county region in the northwest Lower Peninsula of Michigan (PC - Public Charity)
Grand Valley State University 1 Campus Drive Allendale, MI 49501-9403 To support the development of an online field-wide hub for $25,000 $25,000 grantmaker learning (GOV - Domestic or Foreign Government)
To document the current scope and future potential of Michigan's $25,000 $25,000 "blue economy," which is a range of economic activities that uses freshwater resources to generate jobs and wealth. (GOV - Domestic or Foreign Government)
For the general purposes or other charitable purposes of the $11,425 $11,425 organization (GOV - Domestic or Foreign Government)
Grantmakers for Education 720 SW Washington Street, Suite 605 Portland , OR 97205-3519 To support a national association of grantmakers created to $66,000 $66,000 advance the field of educational philanthropy (PC - Public Charity)
Grantmakers for Effective Organizations 1725 DeSales Street NW, Suite 404 Washington, DC 20036-4406 To promote organizational effectiveness in the nonprofit sector. $50,000 $25,000 $25,000 (PC - Public Charity)
Grants Managers Network 1666 K Street, NW, Suite 440 Washington , DC 20006-1242 To support a network that provides professional and educational $10,000 $5.000 $5,000 development opportunities for foundation grants managers. (PC - Public Charity)
Great Lakes Aquatic Habitat Network and Fund 325 E. Lake Street, #22 Petoskey , MI 49770-2463 To build the capacity of grassroots groups to improve local and $25,000 $25,000 regional programs and policies related to the health of the Great Lakes ecosystem (PC - Public Charity)
Statement 20 - Page 62 Charles Stewar ott Foundation Form 990PF EIN 38-12M7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Great Lakes Bioregional Land Conservancy PO Box 303 Lapeer, MI 48446 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (PC - Public Charity)
Great Lakes Cities Initiative 20 N. Wacker Drive, Suite 2700 Chicago, IL 60606-3 101 To facilitate a binational coalition of mayors working together to $25,000 - $25,000 - promote and advance the restoration of the Great Lakes ecosystem (PC - Public Charity)
Great Lakes Environmental Law Center 4444 Second Avenue Detroit, MI 48201-1216 To help protect and improve water quality and water quantity in the $25,000 - - $25,000 Great Lakes ecosystem, with a focus on efforts in Michigan (PC - Public Charity)
Great Lakes Indian Fish and Wildlife Commission 72682 Maple Street Odanah, WI 54861-0009 To ensure policy discussions, permitting processes and $10,000 - $10,000 - environmental reviews sufficiently protect Lake Superior water quality from potential impacts of copper/nickel mining activities (PC - Public Charity)
Greater Ephesians Church of God in Christ 1101 Briarchffe Dr. Flint, MI 48532 For the general purposes or other charitable purposes of the - $450 $450 - organization (PC - Public Charity)
Greater Flint Arts Council 816 S. Saginaw Street Flint, MI 48502-1510 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
To support the development of arts and culture in Genesee County $150,000 $150,000 - (PC - Public Charity)
To support the production and promotion of a series of summertime $120,000 $120,000 - and early festivals held in downtown Flint and surrounding neighborhoods (PC - Public Charity)
Statement 20 - Page 63 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Greater Flint Health Coalition, Inc. Commerce Center 519 S Saginaw Street, Suite 306 Flint, MI 48502-1815 To prepare low-income, unemployed adults and young adults for - $175,000 $175,000 entry-level careers in the health care field through training and placement (PC - Public Charity)
Greater Gallatin United Way 945 Technology Boulevard, #101F Bozeman , MT 59718-6859 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Greater Los Angeles Zoo Association 5333 Zoo Drive Los Angeles , CA 90027 For the general purposes or other charitable purposes of the $10,000 $10,000 - organization. (PC - Public Charity)
Greater Ottawa County United Way Inc. PO Box 1349 Holland, MI 49422-1349 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Greenpeace Fund, Inc. 702 H Street NW Suite 300 Washington, DC 20001 For the general purposes or other charitable purposes of the $150 $150 organization. (PC - Public Charity)
Grosse Pointe United Methodist Church 211 Moross Rd Grosse Pointe Farms, MI 48236 For the general purposes or other charitable purposes of the $525 $525 organization. (PC - Public Charity)
Grosse Pointe Woods Presbyterian Church 19950 Mack Avenue Grosse Pointe Woods, MI 48236 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
Statement 20 - Page 64 Charles Stewar ott Foundation Form 990PF EIN 38-12 7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Group 484 Pukovnika Bacica 3 Belgrade 11040 SERBIA To increase the participation of refugees and displaced people in $70,000 $35,000 $35,000 decisionmaking and social life and, at the same time, build respect for diversity and human rights among young people in Serbia (PC - Public Charity Equivalent)
GuideStar USA, Inc. 4801 Courthouse Street, Suite 220 Williamsburg , VA 23188-2678 To support an organization that promotes nonprofit transparency $110,000 $60,000 $50,000 and accountability through making financial and other information about individual nonprofits broadly accessible. (PC - Public Charity)
GURT Resource Center for NGO Development 52 Popudrenka Street, Office 609 02660 Kyiv UKRAINE To support social change in Ukraine through development of a $60,000 - - $60,000 strong and vibrant civil society (PC - Public Charity Equivalent)
Guthrie Theater Foundation 818 South 2nd Street Minneapolis , MN 55415 For the general purposes or other charitable purposes of the $10,000 $10,000 - organization (PC - Public Charity)
H Lee Moffitt Cancer Center and Research Institute Foundation 12902 Magnolia Drive Tampa, FL 33612-9416 For the general purposes or other charitable purposes of the - $150 $150 - organization (PC - Public Charity)
Habitat for Humanity International Inc. PO Box 5412 Traverse City, MI 49696-5412 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Habitat for Humanity International, Inc. 121 Habitat Street Americus, GA 31709-3498 For the general purposes or other charitable purposes of the $450 $450 - organization. (PC - Public Charity)
Statement 20 - Page 65 Charles Stewar ott Foundation Form 990PF EIN 38-AM7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Hadley Township Historical Society PO Box 20 Hadley, MI 48440 For the general purposes or other charitable purposes of the - $5,000 $5,000 - organization (PC - Public Charity)
Hands Together, Inc. PO Box 80985 Springfield , MA 01138 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Harbor Humane Society 14345 Bagley Street West Olive , MI 49460 For the general purposes or other charitable purposes of the - $600 $600 organization. (PC - Public Charity)
Harbor Springs Area Historical Society PO Box 812 Harbor Springs, MI 49740 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Harlem Children' s Zone, Inc. 35 E. 125th Street New York, NY 10035-1816 To provide support to a comprehensive community-building - $200,000 $200,000 initiative focused on improving outcomes for poor children and their families in Harlem (PC - Public Charity)
Harriet Tubman Center 2727 Second Avenue, Suite 220 Detroit, MI 48201-2658 For the general purposes or other charitable purposes of the - $1,950 $1,950 organization (PC - Public Charity)
Hazelden Foundation PO Box 11 15251 Pleasant Valley Road Center City, MN 55012 For the general purposes or other charitable purposes of the - $50 ,000 $50,000 organization (PC - Public Charity)
Statement 20 - Page 66 Charles Stewar ott Foundation • Form 990PF EIN 38-1 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Heart of the Lakes Center for Land Conservation Policy 102 N. Walnut Bay City, MI 48706-4965 To support land conservation efforts in Michigan $20,000 - $20,000 - (PC - Public Charity)
Heartefact Fund Bulevar Kralja Aleksandra 82/6 11 000 Belgrade SERBIA To support and strengthen a grantmaking and operational fund that $140,000 $120,000 $20,000 supports local civic initiatives and cultural projects to address issues of nationalism , interethnic relations, discrimination, and human rights promotion. (PC - Public Charity Equivalent)
Heartland Alliance for Human Needs & Human Rights 208 S LaSalle Street, Suite 1818 Chicago, IL 60604-1 1 56 To continue support for the National Transitional Jobs Network and $90,000 $90,000 - the broader effort to help the chronically unemployed in America (PC - Public Charity)
Heifer Project International 1 World Avenue Little Rock, AR 72202 For the general purposes or other charitable purposes of the $2,580 $2,580 - organization. (PC - Public Charity)
Helpers of God's Precious Infants of Michigan 18530 Mack Avenue #521 Grosse Pointe, MI 48236 For the general purposes or other charitable purposes of the $6,000 $6,000 - organization (PC - Public Charity)
Henry Street Settlement 265 Henry Street New York, NY 10002-4808 For the general purposes or other charitable purposes of the $4,000 $4,000 - organization (PC - Public Charity)
Highland Park Baptist Church 28600 Lahser Road Southfield, MI 48034 For the general purposes or other charitable purposes of the $27,000 $27,000 - organization (PC - Public Charity)
Statement 20 - Page 67 Charles Stewar ott Foundation • Form 990PF EIN 38-1 211M7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Hispanics in Philanthropy 414 13th Street, Suite 200 Oakland, CA 94612-2603 To support a group of grantmakers committed to expanding the $20,000 - $10,000 $10,000 participation of the Latino community in the philanthropic sector (PC - Public Charity)
For the general purposes or other charitable purposes of the - $25,250 $25,250 - organization (PC - Public Charity)
Historic Elmwood Foundation 1200 Elmwood Avenue Detroit, MI 48207-3 822 To provide planning and development support to Glenwood - $74,980 - $74,980 Cemetery (PC - Public Charity)
Holly Calvary United Methodist Church 15010 North Holly Road Holly, MI 48442 For the general purposes or other charitable purposes of the $1,965 $1,965 - organization (PC - Public Charity)
Hope Enterprise Corporation 4 Old River Place, Suite A Jackson, MS 39202-3434 To enhance the timeliness , credibility, accessibility, and 1 $10,000 $100,000 $60,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations. (PC - Public Charity)
Horses Haven PO Box 166 Howell , MI 48844 For the general purposes or other charitable purposes of the $600 $600 - organization. (PC - Public Charity)
Hospice of Holland Inc. 270 Hoover Blvd Holland, MI 49423 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Statement 20 - Page 68 Charles Stewar ott Foundation Form 990PF EIN 38-12W7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Hospice of North Ottawa Community Inc. Attn Fund Development Office 1309 Sheldon Road Grand Haven, MI 49417 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Hrant Dink Foundation Halaskargazi Caddesi , Sebat Apartmani , No. 74/1 Osmanbey - Sisli Istanbul 34371 TURKEY To support community - and national- level civic engagement in the $50,000 - $50,000 promotion and protection of human and minority rights in Turkey (PC - Public Charity Equivalent)
Hudson Institute, Inc. 1015 15th Street, NW, Sixth Floor Washington, DC 20005-2605 To support the research and publication of a comparative index of $25,000 - $25,000 the barriers to and ease ofphilanthropic giving for an estimated 55 countries around the world (PC - Public Charity)
Human Rights Watch 350 Fifth Avenue, 34th Floor New York, NY 10118-3499 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Humane Society of Genesee County 3325 S Dort Highway PO Box 190138 Burton , MI 48519-0138 For the general purposes or other charitable purposes of the $2,025 $2,025 organization (PC - Public Charity)
Humane Society of Huron Valley 3100 Cherry Hill Road Ann Arbor, MI 48105 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 69 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Humanist Institute for Developmental Co-operation 25 Owl Street , 7th Floor, Auckland Park Johannesburg 2092 SOUTH AFRICA To support an organization that provi des grants and training $50,000 - $50,000 support to community -based organizations , including advice offices, to address community needs (PC - Public Charity Equivalent)
Humanitarian Law Center Decanska 12 11110 Belgrade SERBIA To support an institution for documentation and research of $25,000 - $25,000 - humanitarian law and human rights abuses in the Western Balkans (PC - Public Charity Equivalent)
Hurley Foundation One Hurley Plaza Flint, MI 48503-5993 For the general purposes or other charitable purposes of the $12,600 $12,600 - organization (PC - Public Charity)
Huron River Watershed Council 1100 N. Main Street, Suite 210 Ann Arbor, MI 48104-1059 To develop and implement a climate change adaptation plan for the $26,500 $26,500 Huron River watershed (PC - Public Charity)
I.P.S. Inter Press Service (America Latina) Juan Carlos Gomez 1445/of 102 Montevideo 11000 URUGUAY To support journalistic coverage of Brazil's role in financing $25,000 - $25,000 - integration infrastructure and energy in South America and globally (PC - Public Charity Equivalent)
ICA Group, Inc. 1330 Beacon Street , Suite 355 Brookline, MA 02446-3202 To conduct research and provide assistance and resources to $200,000 - $200,000 support the alternative staffing sector (PC - Public Charity)
Statement 20 - Page 70 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Ikhala Trust Cnr. Walmer Boulevard & Humewood Road, Humewood Port Elizabeth 6001 SOUTH AFRICA To provide support to small community-based organizations in poor $150,000 $100,000 $50,000 and rural communities in the Eastern Cape by making small grants and providing training (PC - Public Charity Equivalent)
Imlay City Boys Baseball PO Box 1 11 Imlay City, MI 48444 For the general purposes or other charitable purposes of the - $375 $375 - organization (PC - Public Charity)
Imlay City United Methodist Church 210 North Almont Avenue Imlay City, MI 48444 For the general purposes or other charitable purposes of the $2,655 $2,655 - organization (PC - Public Charity)
Independence Land Conservancy PO Box 285 Clarkston, MI 48347 For the general purposes or other charitable purposes of the $3,000 $3,000 - organization (PC - Public Charity)
Independent Sector 1602 L Street NW, Suite 900 Washington, DC 20036-5602 For the general purposes or other charitable purposes of the $750 $750 - organization (PC - Public Charity)
To support a national membership organization dedicated to $10,000 $10,000 $20,000 - promoting philanthropy, volunteerism and nonprofit sector development (PC - Public Charity)
Indian Law Resource Center 602 N. Ewing Street Helena, MT 59601-3603 To promote strengthened policies at multilateral development banks $150,000 $75,000 $75,000 that protect the environment and guarantee respect for indigenous communities and then lands (PC - Public Charity)
Statement 20 - Page 71 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Indian River United Methodist Church 956 Eagles Nest Road PO Box 457 Indian River, MI 49749 For the general purposes or other charitable purposes of the - $13,803 $13,803 organization (PC - Public Charity)
Indiana Association of United Ways, Inc. 3901 N. Meridian Street, #306 Indianapolis, IN 46208-4026 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (SO I - Type I Supporting Organization)
Indiana University 355 N. Lansing Street Indianapolis, IN 46202-2896 To support research on the history of community foundations in the $10,000 $10,000 U S and its dissemination in commemoration of the 100th anniversary of the establishment of the first community foundation. (GOV - Domestic or Foreign Government)
To support an ongoing research study that collects detailed data on $25,000 $150,000 $100,000 $75,000 the characteristics and philanthropic behavior of American families (GOV - Domestic or Foreign Government)
To support the endowment of a faculty chair on community - $300,000 $300,000 foundations at the Indiana University 's School of Philanthropy. (GOV - Domestic or Foreign Government)
Indiana University Foundation Showalter House 1500 N State Road 45/46 Bypass Bloomington , IN 47408 For the general purposes or other charitable purposes of the $31,000 $31,000 organization (PC - Public Charity)
Initiative for Progress Rr/Str " Ahmet Kaqiku " No 35, kati V 70 000 Ferizaj KOSOVO To promote constructive youth activism , provide civic education, $30,000 - $30,000 and engage young people in the work of civil society organizations in Kosovo (PC - Public Charity Equivalent)
Statement 20 - Page 72 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Innocence Project, Inc. 40 Worth Street Suite 701 New York, NY 10013 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Institute for Behavior and Health, Inc. 6191 Executive Boulevard Rockville, MD 20852-3901 To engage parents and pediatricians in refuting the agenda to $125,000 $125,000 normalize and legalize marijuana with the aim of developing a new model in combating drug use amongst youth. (PC - Public Charity)
Institute for Climate and Sustainable Cities Unit 32 Cubao Expo, 68 Gen Romulo Avenue, Barangay Socorro Quezon City PHILIPPINES To support and build capacity of civil society organizations in Asia - $200,000 $100,000 $100,000 to monitor climate finance to support clean energy development in the region (PC - Public Charity Equivalent)
Institute for Conservation Leadership 6930 Carroll Avenue, Suite 1050 Takorna Park, MD 20912-4450 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
To build the capacity of environment organizations working to $90,000 $90,000 - protect the Great lakes (PC - Public Charity)
Institute for EastWest Studies, Inc. 11 East 26th Street, 20th Floor New York, NY 10010-1402 To support the recruitment and retention of a new CEO and $100,000 - $100,000 president of the EastWest Institute (PC - Public Charity)
Institute for Educational Leadership, Inc. 4301 Connecticut Avenue NW, Suite 100 Washington, DC 20008-2328 To broaden and deepen efforts to develop more effective community $200,000 $100,000 $100,000 schools that will benefit children and youth (PC - Public Charity)
Statement 20 - Page 73 Charles Stewar ott Foundation Form 990PF EIN 38-1 2W7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To provide partial support to an organization to celebrate their half - $ 15,000 $ 15,000 - century of service and to showcase their- commitment to partnerships and youth transitions (PC - Public Charity)
Institute for Energy Innovation 120 N. Washington Square, Suite 805 Lansing, MI 48933-1619 To research and publish a report on the barriers impeding the - $75,000 $75,000 deployment of advanced energy technologies and business models in Michigan (NC - Non-Charity)
Institute for Global Ethics 43 Mechanic Street Camden, ME 04843 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Institute for Healing of Memories 5 Eastry Road, Claremont Cape Town 7708 SOUTH AFRICA To support an organization that assists in the healing of individuals - $ 100,000 $ 100,000 and communities affected by conflict, violence, HIVIAIDS, and xenophobia (PC - Public Charity Equivalent)
Institute for Policy Studies 1112 16th Street NW, Suite 600 Washington, DC 20036-4814 To support policy research and civil society coordination on climate $75,000 - $75,000 finance and international energy and infrastructure finance (PC - Public Charity)
Institute for Public Environment Development Strumitza 1A Street, ft. 2 Sofia 1000 BULGARIA To support an organization that promotes and develops active civic - $120,000 $60,000 $60,000 participation in Bulgaria (PC - Public Charity Equivalent)
Institution of Culture Cloud Watchers Club Obraztsova Street, 14 Moscow 127055 RUSSIA To develop and expand a platform for supporting local community $25,000 - $25,000 projects with in-kind donations , money, or volunteer time, in Russia (NC - Non-Charity Equivalent)
Statement 20 - Page 74 Charles Stewar ott Foundation • Form 990PF EIN 38-121W27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Instituto Centro de Vida - ICV Rua Americo Salgado, 1890, Santa Helena 78045-055 Cuiaba BRAZIL To support networks and capacity building to influence and achieve - $100,000 - $100,000 sustainable energy and development finance in the greater Amazon rainforest. (PC - Public Charity Equivalent)
Instituto de Energia e Meio Ambiente Rua Ferreira de Araujo, 202- 10 and 05428-000 Sao Paulo BRAZIL To support research and analysis ofpublic investment in energy - $200,000 $100,000 $100,000 development by Brazilian public financial institutions with the aim of strengthening soctoenvironmental standards and improving the sustatnability of energy development (PF - Private Non-operating Foundation Equivalent)
Instituto Socioambiental Av. Higienopolis 901 Sao Paulo 01238-001 BRAZIL To support two case studies aimed at evaluating the impacts of - $200,000 $100,000 $100,000 investments in energy and infrastructure by the Brazilian National Development Bank and promoting increased sustainability and transparency in those investments (PC - Public Charity Equivalent)
Integra Street Rrustem Statovci nn, Building 2, 3rd Floor, No. 3 Prishtina KOSOVO To support greater active civic participation on issues of dealing - $60,000 $40,000 $20,000 with the past and to strengthen democratic values in Kosovo. (PC - Public Charity Equivalent)
Interaction Institute 70 Fargo Street, Suite 908 Boston , MA 02210-2139 To support the planning and organization of a global conference on - $25,000 $25,000 community philanthropy (PC - Public Charity)
Inter - American Foundation 1331 Pennsylvania Avenue NW, Suite 1200 North Washington, DC 20004-1703 To support the development of community foundations in Mexico $25,000 $100,000 $125,000 (GOV - Domestic or Foreign Government)
Statement 20 - Page 75 Charles Stewar ott Foundation Form 990PF EIN 38-12W7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Intercultural Consultation Services 8531 W. McNichols Rd. Detroit, MI 48221 For the general purposes or other charitable purposes of the - $450 $450 - organization (PC - Public Charity)
InterFaith Leadership Council of Metropolitan Detroit 10821 Capital Oak Park , MI 48237 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Interlochen Center for the Arts PO Box 199 Interlochen , MI 49643 For the general purposes or other charitable purposes of the $4,500 $4,500 - organization (PC - Public Charity)
International Academy for Innovative Pedagogy, Psychology and Economy gGmbH Nassauische Strasse 5 Berlin 10717 GERMANY To bring about sustainable change in local communities with fewer $134,000 $134,000 - opportunities across Europe through innovative approaches to youth empowerment and community development (NC - Non-Charity Equivalent)
International Association " Interactive Open Schools" U1 Pozorisna 13 75000 Tuzla BOSNIA and HERZEGOVINA To strengthen the development of community schools in $81,000 - $81,000 Central/Eastern Europe and Russia, and beyond. (PC - Public Charity Equivalent)
To encourage primary and secondary schools to be catalysts for $25,000 - $25,000 increased openness , tolerance , inclusiveness and participatory dectsionmaking in local communities in Bosnia and Herzegovina (PC - Public Charity Equivalent)
International Centre of Excellence for Community Schools 53 Whoberley Avenue Coventry CV5 8ER UNITED KINGDOM To promote the development of community schools around the $200,000 $100,000 $100,000 world (PF - Private Non-operating Foundation Equivalent)
Statement 20 - Page 76 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
International charitable organization " East Europe Foundation" 83 Saksahanskoho Str , 3rd floor Kyiv 01033 UKRAINE To strengthen active citizen engagement in local community - $180,000 $100,000 $80,000 development in Ukraine (PC - Public Charity Equivalent)
INTERNATIONAL COUNCIL FOR CULTURAL CENTERS 61, Nishava str., Entr. A, Fl. 3, Apt. 6 Sofia 1680 BULGARIA To support the development of a network of innovative and effective $130,000 $65,000 $65,000 community centers in Bulgaria (PF - Private Non-operating Foundation Equivalent)
International Rescue Committee, Inc. 122 E. 42nd Street, 25th Floor New York, NY 10168-1289 For the general purposes or other charitable purposes of the - $300 $300 - organization (PC - Public Charity)
International Rivers Network 2150 Allston Way, Suite 300 Berkeley, CA 94704-1378 To support an organization that promotes sustainable uses of $25,000 - - $25,000 freshwater resources and the reform of multilateral development banks (PC - Public Charity)
Inter-Regional Social Foundation " Siberian Civic Initiatives Support Center" Voskhod Street 14/1, 3rd Floor Novosibirsk 630102 RUSSIA To improve quality of life and strengthen partnerships between - $200,000 $100,000 $100,000 government and citizens in Russia through effective public participation in community development (PC - Public Charity Equivalent)
Igra Fund PO Box 416 Bozeman , MT 59771 For the general purposes or other charitable purposes of the $6,000 $6,000 organization (PC - Public Charity)
Statement 20 - Page 77 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Isaiah Institute 5542 Chatham Drive New Orleans , LA 70122-2632 For the general purposes or other charitable purposes of the $2,250 $2,250 organization (PC - Public Charity)
Isandla Institute Ubunye House, 1st Floor 70 Rosmead Avenue , Kenilworth Cape Town 7708 SOUTH AFRICA To promote networking and lesson sharing and strengthen advocacy $150,000 $100,000 $50,000 on issues related to local governance and better delivery of basic services to communities. (PC - Public Charity Equivalent)
Jamestown - Yorktown Foundation, Inc. P.O. Box 3605 Williamsburg, VA 23187 For the general purposes or other charitable purposes of the $25,001 $25,001 organization (PC - Public Charity)
Jannus, Inc. 1607 W. Jefferson Boise, ID 83702-5111 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availabi lity and expansion of school- linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Jill's House PO Box 9104 McLean , VA 22102 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Jimmys Kids 139 Amelia Royal Oak , MI 48073 For the general purposes or other charitable purposes of the $12,000 $12,000 organization (PC - Public Charity)
Statement 20 - Page 78 Charles Stewar ott Foundation Form 990PF EIN 38-121W7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Johns Hopkins University Charles and 34th Streets Baltimore , MD 21218-2680 To support an international research group that encourages, $25,000 $60,000 $35,000 $50,000 supports and provides visibility to the study of civil society worldwide (PC - Public Charity)
To support research on nonprofit employment in the United States - $75,000 $75,000 (PC - Public Charity)
To support the development of an information system to collect, - $80,000 $80,000 - aggregate, and make accessible global data on philanthropy, civil society organizations, and volunteering (PC - Public Charity)
Journalism That Matters 15347 SE 49th Place Bellevue, WA 98006-3652 To develop and advance the field ofjournalism through finding, $10,000 - $5,000 $5,000 nurturing , and incubating promising innovations for a news ecosystem (PC - Public Charity)
Judson Center 4410 West Thirteen Mile Road Royal Oak, MI 48037-6515 For the general purposes or other charitable purposes of the - $180 $180 organization (PC - Public Charity)
Junior League of Lansing Inc 1231 Michigan Ave Suite 204 East Lansing , MI 48823 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Juvenile Diabetes Research Foundation International - National Office 26 Broadway 14th Floor New York, NY 10004 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Statement 20 - Page 79 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 40 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Kalamazoo College 1200 Academy Street Kalamazoo , MI 49006-3295 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Kappa Delta Foundation Inc. 3205 Players Lane Memphis, TN 38125 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Kettering University 1700 University Avenue Flint, MI 48504-6214 For the general purposes or other charitable purposes of the $15,000 $15,000 - organization (PC - Public Charity)
To support a series of i nitiati ves ai med at increasing enrollment, $4,056,000 $4,056,000 - provi ding student scholarsh ips, refreshing marketing and branding, and community economic development (PC - Public Charity)
To support improvements to Atwood stadium i ncluding installation $1,750,000 $1,750,000 - of new turf, restoring restrooms, and refurbishing cement work (PC - Public Charity)
Keweenaw Land Trust 801 N. Lincoln Drive, Suite 306 Hancock, MI 49930-1563 For the general purposes or other charitable purposes of the - $900 $900 - organization (PC - Public Charity)
Kherson Regional Charity and Health Foundation Frunze 2 st. 73000 Kherson UKRAINE To increase opportunities for participatory community development $25,000 - - $25,000 in Ukraine (PC - Public Charity Equivalent)
Kids' Food Basket 2055 Oak Industrial Drive NE Suite C Grand Rapids, MI 49505-6011 For the general purposes or other charitable purposes of the $750 $750 - organization (PC - Public Charity)
Statement 20 - Page 80 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
King Baudouin Foundation United States, Inc. 10 Rockefeller Plaza, 16th Floor New York, NY 10020-1903 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Kirovograd regional association of citizens " Institute of Socio- Cultural Management" 75-A Gaider St., Office 1 25006 Kirovohrad UKRAINE To foster citizen participation in local communities in Ukraine $20,000 - - $20,000 (PC - Public Charity Equivalent)
Kiwanis Health Camp Foundation, Inc. PO Box 3551 Flint, MI 48502 For the general purposes or other charitable purposes of the $3,000 $3,000 organization (PC - Public Charity)
Kosova Women ' s Network St. Hajdar Dushi C-2,11/8 10000 Pristina KOSOVO To strengthen the participation of women in community $50,000 $25,000 $25,000 development initiatives and local- and national-level decisionmaking in Kosovo (PC - Public Charity Equivalent)
Krasnoyarsk Regional Youth Public Organization Center for Community Partnerships Ulitsa Maerchaka 3, Office 210 Krasnoyarsk 660075 RUSSIA To foster civic engagement through the further development of $50,000 - - $50,000 community schools in Russia (PC - Public Charity Equivalent)
Kyiv Mohyla Foundation of America PO Box 46009 Chicago, IL 60646 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
Lake Superior Theater, Inc. 460 E. Ridge St. Marquette , MI 49855 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Statement 20 - Page 81 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Lakeshore Pregnancy Center Inc. 339 S. River Avenue Holland, MI 49423 For the general purposes or other charitable purposes of the - $300 $300 - organization (PC - Public Charity)
Land Conservancy of West Michigan 400 Ann Street NW Suite 102 Grand Rapids , MI 49504 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Lansing Community College 419 N. Capitol Avenue Lansing, MI 48901-7211 To support the continued development of a high school-to-college - $150,000 $100,000 $50,000 model designed to provide students who have dropped out of school with an opportunity to earn a diploma and receive career and technical education (GOV - Domestic or Foreign Government)
Lansing Makers Network 502 E. Grand River Avenue Lansing, MI 48906 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Lapeer Community School 250 Second Street Lapeer, MI 48446 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (GOV - Domestic or Foreign Government)
Lapeer County Community Foundation 264 Cedar Street Lapeer, MI 48446 For the general purposes or other charitable purposes of the - $40,000 $40,000 organization (PC - Public Charity)
Lapeer Free Methodist Church 1621 N. Saginaw Rd Lapeer, MI 48446 For the general purposes or other charitable purposes of the - $2,100 $2,100 organization (PC - Public Charity)
Statement 20 - Page 82 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Lark Society for Chamber Music PO Box 11 Portland, ME 04112 For the general purposes or other charitable purposes of the - $1,500 $1,500 - organization (PC - Public Charity)
LA's BEST 200 N. Spring Street , Suite M-120 Los Angeles, CA 90012-3202 To provide high quality afterschool education, enrichment and $10 ,000 $25,000 $35,000 recreation programs throughout Los Angeles, and to celebrate the 25th anniversary of these afterschool programs (PC - Public Charity)
Latvian Rural Forum Republikas laukums 2 LV- 1982 Riga LATVIA To strengthen civil society in the European Union new member - $140,000 $80,000 $60,000 states and candidate countries of Central/Eastern Europe (NC - Non-Charity Equivalent)
Le vizja FOL Andrea Gropa Nr.35 Prtshttna 10000 KOSOVO To increase civic engagement in holding government institutions $30,000 - $30,000 accountable in Kosovo. (PC - Public Charity Equivalent)
Leader Dogs for the Blind 1039 S. Rochester Road Rochester , MI 48307 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
League of Women Voters of Maine Education Fund Inc PO Box 863 Augusta, ME 04332-0863 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Legacy Land Conservancy 1100 N Main St. Suite 203 Ann Arbor, MI 48104 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Statement 20 - Page 83 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Legal Resources Trust 16th Floor, Bram Fischer Towers, 20 Albert Street, Marshalltown Johannesburg 2001 SOUTH AFRICA To support an organization that provides institutional and legal $50,000 - $50,000 - support to nonprofit organizations (PC - Public Charity Equivalent)
Les Cheneaux Watershed Council PO Box 578 Cedarville, MI 49719 For the general purposes or other charitable purposes of the $6,000 $6,000 - organization (PC - Public Charity)
Lighthouse of Oakland County, Inc. PO Box 430508 Pontiac, MI 48343-0508 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Limited Company "InEcA - consulting" Lazo Street, 4 Novokuznetsk 654079 RUSSIA To increase capacity and motivation of young people to promote $50,000 - $50,000 - accountability of local government in Russia. (NC - Non-Charity Equivalent)
Limited Liability Company "Legal Team" Maliy Znamenskiy Lane, 3/5 Unit 6 Office I Moscow 119019 RUSSIA To improve the legal literacy of Russian nongovernmental $20,000 - $20,000 - organizations (NC - Non-Charity Equivalent)
Limited liability company "MEMO" 6 Dokukma Street Moscow 129226 RUSSIA To increase public understanding of and support for principles of $50,000 - - $50,000 human rights and civic engagement in Russia (NC - Non-Charity Equivalent)
Linden Presbyterian Church 119 W Broad Street PO Box 277 Linden, MI 48451 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Statement 20 - Page 84 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Little Traverse Conservancy Inc. 3264 Powell Road Harbor Spnngs, MI 49740 For the general purposes or other charitable purposes of the - $3,150 $3,150 - organization (PC - Public Charity)
Little Traverse Regional Historical Society 100 Depot Court Petoskey , MI 49770 For the general purposes or other charitable purposes of the $150 $150 - organization. (PC - Public Charity)
Little Traverse Sailors PO Box 583 Harbor Sprmgs, MI 49740 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Livingston County Habitat for Humanity, Inc. 7198 Grand River Road Brighton, MI 48114 For the general purposes or other charitable purposes of the $150 $150 - organization. (PC - Public Charity)
Livingston County United Way 2980 Don Rd Brighton , MI 48116 For the general purposes or other charitable purposes of the $300 $300 - organization. (PC - Public Charity)
Livingston HealthCare Foundation 504 South 13th Street Livingston , MT 59047-3798 For the general purposes or other charitable purposes of the $30,000 $30,000 - organization. (PC - Public Charity)
Local Initiatives Support Corporation 501 Seventh Avenue New York, NY 100 18-5903 To provide technical assistance to housing and economic $30,000 - $15,000 $15,000 development organizations in Genesee County (PC - Public Charity)
Statement 20 - Page 85 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 E Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
London Community Foundation Unit 7, Piano House, 9 Brighton Terrace London SW9 8DJ UNITED KINGDOM To support the development of a London- side community - $150,000 - $150,000 foundation (PC - Public Charity Equivalent)
Los Gatos Foster Animals PO Box 441 Davison , MI 48423-0441 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Love Inc. of Greater Lapeer PO Box 1146 Lapeer, MI 48446 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Lutheran Association of Missionaries and Pilots US, Inc. 3525 North 124th Street Brookfield , WI 53005-2498 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
Lutheran Church Missouri Synod 1333 S. Kirkwood Road St Louis, MO 63122 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Lutheran Church Missouri Synod 40718 Highway E 16 Mapleton, IA 51034-7105 For the general purposes or other charitable purposes of the $360 $360 - organization (PC - Public Charity)
Lutheran World Relief 700 Light Street Baltimore, MD 21230 For the general purposes or other charitable purposes of the $450 $450 - organization (PC - Public Charity)
Statement 20 - Page 86 Charles Stewar ott Foundation Form 990PF EIN 38-1 _27 is Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Madariaga European Foundation - Research Foundation for the College of Europe Avenue de la Joyeuse Entree 14/2 1040 Brussels BELGIUM To engage citizens and international partners in a constructive - $35,000 $35,000 dialogue on the issues that shape Europe's global future. (PC - Public Charity Equivalent)
Maine Audubon Society 20 Gilsland Farm Road Falmouth , ME 04105-2100 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Maine Center for Economic Policy 1 Weston Court, Suite 103, Box 4 Augusta, ME 04330-5545 To increase the timeliness , credibility, accessibility, and $10,000 $100,000 $60,000 $50,000 effectiveness of research on state budget and tax policy issues affecting low-income and other vulnerable populations (PC - Public Charity)
Maine Coast Heritage Trust 1 Bowdoin Mill Island Suite 201 Topsham, ME 04086 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Maine Historical Society 489 Congress Street Portland, ME 04101-3498 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Maine Humanities Council 674 Brighton Avenue Portland, ME 04102-1012 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Maine Initiatives P 0 Box 2248 Augusta, ME 04338 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 87 Charles Stewar ott Foundation Form 990PF EIN 38-1 2W7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Maine Music Society 221 Lisbon Street Lewiston, ME 04240 For the general purposes or other charitable purposes of the - $150 $150 - organization (PC - Public Charity)
Maine Preservation 233 West Main Street Yarmouth, ME 04096 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Maine Public Broadcasting Corp. 1450 Lisbon Street Lewiston , ME 04240 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Maine Share PO Box 2095 Augusta, ME 04338 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Make-A-Wish of New Hampshire Inc. 814 Elm Street Suite 300 Manchester, NH 03101 For the general purposes or other charitable purposes of the - $18,510 $18,510 organization (PC - Public Charity)
March of Dimes Birth Defects Foundation 1275 Mamaroneck Avenue White Plains, NY 10605 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
March of Dimes Foundation 3351 Claystone Ste G20 Grand Rapids, MI 49546 For the general purposes or other charitable purposes of the - $3,000 $3,000 organization (PC - Public Charity)
Statement 20 - Page 88 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle, VA 22172 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Market Square Presbyterian Church 20 S. Second Street Hamsburg, PA 17101 For the general purposes or other charitable purposes of the $13,300 $13,300 organization (PC - Public Charity)
Marshall Community Foundation 614 Homer Road Marshall, MI 49068 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
Marshfield Clinic 1000 N Oak Avenue Marshfield , WI 54449-5777 To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school- linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Martin University 2171 Avondale Place P O Box 18567 Indianapolis , IN 46218 For the general purposes or other charitable purposes of the - $9,500 $9,500 - organization (PC - Public Charity)
Marygrove College 8425 W McNichols Rd Detroit, MI 48221-2599 For the general purposes or other charitable purposes of the $300 $300 organization (PC - Public Charity)
Masconomet Education Foundation 19 Candlewood Dr Topsfield, MA 01983 For the general purposes or other charitable purposes of the - $9,000 $9,000 organization (PC - Public Charity)
Statement 20 - Page 89 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Masconomet Regional High School 20 Endicott Road Boxford, MA 01921 For the general purposes or other charitable purposes of the - $10,000 $10,000 - organization (GOV - Domestic or Foreign Government)
Masconomet Regional School District 20 Endicott Rd Topsfield, MA 01983 For the general purposes or other charitable purposes of the $450 $450 - organization (GOV - Domestic or Foreign Government)
Massachusetts Afterschool Partnership 128A Tremont Street, Suite 4F Boston , MA 02108-4716 To support a statewide afterschool network in developing high $25,000 - $25,000 - quality school-based/school-linked afterschool opportunities (PC - Public Charity)
Massachusetts Budget and Policy Center 15 Court Square, Suite 700 Boston, MA 02108-2522 To enhance the timeliness, credibility, accessibility and $25,000 $100,000 $75,000 $50,000 effectiveness of research on state tax and budget issues affecting low-income and other vulnerable populations. (PC - Public Charity)
McLaren Hospice and Home Care Foundation 1515 Cal Drive Davison, MI 48423-9016 For the general purposes or other charitable purposes of the $300 $300 - organization (SO I - Type I Supporting Organization)
McLaren Northern Michigan 416 Connable Ave Petoskey , MI 49770 For the general purposes or other charitable purposes of the $5,000 $5,000 organization (PC - Public Charity)
McLaren Regional Medical Center 401 S. Ballenger Highway Flint, MI 48532 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Statement 20 - Page 90 Charles Stewar ott Foundation Form 990PF EIN 38-1W27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Mercy Corps 45 SW Ankeny Street Portland, OR 97204 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Metro Community Development, Inc. 503 S Saginaw Street, Suite 804 Flint, MI 48502-1807 To support an organization created to expand and enhance quality $135,000 $135,000 - housing and community development initiatives in Genesee County (PC - Public Charity)
Metropolitan Opera Guild Inc. 30 Lincoln Center New York, NY 10023 For the general purposes or other charitable purposes of the $225 $225 - organization (PC - Public Charity)
Mexican Cultural Center of Northern California PO Box 161899 Sacramento, CA 95816-1899 For the general purposes or other charitable purposes of the - $750 $750 - organization (PC - Public Charity)
Miami University Division of University Advancement 725 East Chestnut Street Oxford, OH 45056-2480 For the general purposes or other charitable purposes of the $300 $300 - organization (GOV - Domestic or Foreign Government)
Michigan Association of United Ways, Inc. 330 Marshall Street, Suite 211 Lansing, MI 48912-3789 For the general purposes or other charitable purposes of the - $15,000 $15,000 - organization (PC - Public Charity)
To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
Statement 20 - Page 91 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Michigan Cat Rescue Inc. PO Box 806371 St Clair Shores, MI 48080 For the general purposes or other charitable purposes of the - $450 $450 - organization (PC - Public Charity)
Michigan Colleges Alliance 26555 Evergreen Rd. Suite 1210 Southfield , MI 48076 For the general purposes or other charitable purposes of the - $6, 000 $6,000 organization (PC - Public Charity)
Michigan Environmental Council 602 W Ionia Street Lansing, MI 48933-1015 To promote transportation-related decisions in Michigan that build $10,000 - $10,000 the economy, protect the environment, and support public health (PC - Public Charity)
To support collaborative efforts to reform transportation policy and - $85,000 $85,000 project selection in Michigan. (PC - Public Charity)
Michigan Garden Clubs, Inc. 8630 W. Howe Rd. Eagle, MI 48822 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Michigan Garden Clubs, Inc. 4103 Breakwater Drive Okemos, MI 48864 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Michigan Garden Clubs, Inc. 20831 21 Mile Rd Big Rapids , MI 49307 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 92 Charles Stewar ott Foundation Form 990PF EIN 38-1 _27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Michigan Humane Society 30300 Telegraph Rd Suite 220 Bingham Farms, MI 48025 For the general purposes or other charitable purposes of the - $150 $150 - organization (PC - Public Charity)
Michigan Interfaith Voice 20615 Fenkell Street Detroit , MI 48223-3778 To build public engagement in issues related to land use, equitable $50,000 $50,000 - development , and transit in Michigan (PC - Public Charity)
Michigan Land Use Institute 148 E. Front Street , Suite 301 Traverse City, MI 49684-5726 For the general purposes or other charitable purposes of the - $2,700 $2,700 - organization (PC - Public Charity)
To promote an integrated, multi- modal transportation system in the $20,000 - $20,000 - Traverse City, Michigan region, and support related state-level transportation policy reforms (PC - Public Charity)
To innovate and advance models of sustainability in northwest $450,000 - $450,000 Michigan and promote related policy improvements at the state level. (PC - Public Charity)
Michigan League for Public Policy 1223 Turner Street, Suite G1 Lansing, MI 48906-4369 For the general purposes or other charitable purposes of the - $4,050 $4,050 - organization (PC - Public Charity)
To increase the timeliness, credibility, accessibility and $10,000 $100,000 $60,000 $50,000 effectiveness of research on state budget and tax policy issues affecting low-income and other vulnerable populations (PC - Public Charity)
Michigan Nonprofit Association 330 Marshall Street, Suite 200 Lansing, MI 48912-2319 For the general purposes or other charitable purposes of the $450 $450 organization (PC - Public Charity)
Statement 20 - Page 93 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support an organization that works to strength Michigan's $50,000 $300,000 $200,000 $150,000 nonprofits in the areas of transparency, accountability and governance (PC - Public Charity)
Michigan Opera Theater 1526 Broadway Detroit, MI 48226 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization. (PC - Public Charity)
Michigan Physical Fitness Health and Sports Foundation 1213 Center Street, Suite D Lansing, MI 48906-4452 To provide technical assistance and regrants to statewide partners $20,000 - $20,000 working to influence transportation policy reforms in Michigan (PC - Public Charity)
Michigan Pride PO Box 22086 Lansing, MI 48909 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Michigan Protection & Advocacy Services, Inc. 4095 Legacy Pkwy Suite 500 Lansing, MI 48911 For the general purposes or other charitable purposes of the - $450 $450 organization. (PC - Public Charity)
Michigan Saves 230 N. Washington Square, Suite 300 Lansing , MI 48933-1312 To research and publish a report for clean energy practitioners in - $60,000 $60,000 Michigan on the current status of energy efficiency and renewable energy deployment at the community level (PC - Public Charity)
Michigan School for the Deaf Alumni Association 3374 Wolverine Dr. Troy, MI 48083 For the general purposes or other charitable purposes of the - $15,000 $15,000 organization (PC - Public Charity)
Statement 20 - Page 94 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Michigan State University 426 Auditorium Road East Lansing, MI 48824-1046 To provide training, technical assistance and evaluation to the City $150,000 $150,000 - of Flint on public safety efforts (GOV - Domestic or Foreign Government)
For the general purposes or other charitable purposes of the $13,190 $13,190 - organization. (GOV - Domestic or Foreign Government)
Michigan Unemployment Advocacy Project 3131 S. State Street, Suite 302 Ann Arbor, MI 48108-1658 To provide advice and assistance on unemployment insurance to $25,000 - $25,000 - Michigan ' s jobless workers (PC - Public Charity)
Michigan United Conservation Clubs 2101 Wood Street Lansing, MI 48912-3728 To improve policies impacting Michigan 's freshwater resources and $60,000 $30,000 $30,000 adjacent land areas. (PC - Public Charity)
Michigan ' s Children 330 Marshall Street, Suite 211 Lansing, MI 48912-2319 To improve educational outcomes for out-of-school youth $200,000 $100,000 $100,000 (PC - Public Charity)
Mid Coast Hospital PO Box 279 Brunswick , ME 04011 For the general purposes or other charitable purposes of the $300 $300 - organization. (PC - Public Charity)
Midcoast Senior College 10 Tibbetts Drive Suite 210 Brunswick, ME 04011 For the general purposes or other charitable purposes of the $750 $750 - organization. (PC - Public Charity)
Midwest Environmental Advocates, Inc. 612 W. Main Street , Suite 302 Madison , WI 53703-4714 To support strong water quality and water quantity protections that $80,000 $40,000 $40,000 benefit the Great Lakes ecosystem (PC - Public Charity)
Statement 20 - Page 95 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Midwest Miniature Pinscher Rescue PO Box 36035 Grosse Pomte, MI 48236 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Minnesota Center for Environmental Advocacy 26 E Exchange Street, Suite 206 St. Paul, MN 55101-1667 To protect and improve water quality in Minnesota's portion of the $150,000 $75,000 $75,000 Lake Superior drainage basin (PC - Public Charity)
Minnesota Department of Education 1500 Highway 36 West Roseville, MN 55 1 1 3-4266 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-based/school-finked afterschool initiatives (GOV - Domestic or Foreign Government)
Minnesota Environmental Partnership 546 Rice Street, Suite 100 St. Paul , MN 55103-2116 To help protect and restore the western portion of the Lake Superior $185,000 $95,000 $90,000 watershed (PC - Public Charity)
Mission Possible Christian Outreach Service Mission 2400 Poplar Avenue Suite 428 Memphis, TN 38 1 1 2-3209 For the general purposes or other charitable purposes of the $3,000 $3,000 organization. (PC - Public Charity)
Mississippi State University Foundation Inc. POB 6149 Mississippi State, MS 39762 For the general purposes or other charitable purposes of the $1,500 $1,500 organization (PC - Public Charity)
Mongabayorg Corporation 37 W. Summit Drive Emerald Hills, CA 94062-3340 To support journalistic coverage of Brazil's role in financing $50,000 $50,000 hydroelectric power development in the Tapagos watershed in the Amazon forest. (PC - Public Charity)
Statement 20 - Page 96 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Moorings Presbyterian Church 791 Harbour Dr. Naples, FL 34103 For the general purposes or other charitable purposes of the - $11,500 $11,500 - organization (PC - Public Charity)
Motherly Intercession PO Box 311109 Flint, MI 48531 For the general purposes or other charitable purposes of the $1,725 $1,725 - organization (PC - Public Charity)
Mott Community College 1401 E. Court Street Flint, MI 48503-2089 To promote the creation of middlelearly colleges in Michigan $700,000 $234,000 $466,000 (GOV - Domestic or Foreign Government)
To support secondary readiness programming for Flint-area $150,000 $50,000 $100,000 students entering high school. (GOV - Domestic or Foreign Government)
To increase the number of minority male teachers in Flint-area $150,000 $150,000 - urban school districts. (GOV - Domestic or Foreign Government)
This cohort based, seven-week summer program exposes young $68,000 $68,000 - adults between the ages of 14 - 18 to entrepreneurial business skills and higher education; coupled with exploration of career pathways (GOV - Domestic or Foreign Government)
To continue an initiative that increases students ' literacy and $49,050 $49,050 - readiness levels forjob training, diploma , GED, and/or postsecondary education programs. (GOV - Domestic or Foreign Government)
To provide consulting and technical assistance support to the $30,500 - $30,500 Genesee County Literacy Network which aims to increase literacy and basic skills rates in the county (GOV - Domestic or Foreign Government)
To support the organization 's capacity to expand its FABLAB to $140,046 - $140,046 serve more residents and businesses in the region (GOV - Domestic or Foreign Government)
Mount Vernon Ladies Association of the Union PO Box 110 Mount Vernon, VA 22121 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 97 Charles Stewar ott Foundation Form 990PF EIN 38-12W27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Mozilla Foundation 331 E. Evelyn Avenue Mountain View, CA 94041-1530 To support the afterschool field in developing online badges to help - $350,000 - $350,000 youth more easily demonstrate the skills acquired. (PC - Public Charity)
Mt. Hermon Baptist Church , Inc., of Flint G-5283 Clio Road Flmt, MI 48504-1270 For the general purposes or other charitable purposes of the - $3,240 $3,240 organization (PC - Public Charity)
Multiple Sclerosis Foundation 6520 North Andrews Avenue Fort Lauderdale, FL 33309-2132 For the general purposes or other charitable purposes of the - $600 $600 organization (PC - Public Charity)
Muscular Dystrophy Association 1605 Concentric Blvd #3 Saginaw, MI 48604 For the general purposes or other charitable purposes of the - $375 $375 organization (PC - Public Charity)
Muscular Dystrophy Association, Inc. 2133 University Park Drive Suite 400 Okemos, MI 48864 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Museum of Modern Art 11 West 53rd Street New York, NY 10019 For the general purposes or other charitable purposes of the - $7,500 $7,500 organization (PC - Public Charity)
Muskegon County Community Foundation 425 W Western Avenue, Suite 200 Muskegon , MI 49440-1101 For the general purposes or other charitable purposes of the - $30,000 $30,000 organization (PC - Public Charity)
Statement 20 - Page 98 Charles Stewar ott Foundation • Form 990PF EIN 38-1M27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Muskegon Museum of Art 296 W. Webster Ave Muskegon, MI 49440 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
My Brother's Keeper of Genesee County, Inc. 101 N. Grand Traverse Flint, MI 48503 For the general purposes or other charitable purposes of the - $1,050 $1,050 organization (PC - Public Charity)
Nadace VIA Jeleni 195/9 118 00 Prague CZECH REPUBLIC To promote and develop independent civic action in Central and $200,000 - $100,000 $100,000 Eastern Europe (PC - Public Charity Equivalent)
Naples Music Club Inc. PO Box 112383 Naples, FL 34108 For the general purposes or other charitable purposes of the - $3,000 $3,000 organization (PC - Public Charity)
National Alliance for the Development of Community Advice Offices NPC 23 Jonssen Street, 2nd Floor, Braamfontein Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA To support activities aimed at assisting community advice offices to - $250,000 $75,000 $175,000 improve their performance, build voice and recognition, and seek solutions for their long term sustainability. (NC - Non-Charity Equivalent)
To support a membership association of community-based advice - $150,000 $150,000 offices in South Africa (NC - Non-Charity Equivalent)
National Alliance for Volunteer Action 28A Petko Karavelov Street 4000 Plovdiv BULGARIA To promote and develop volunteerism in Bulgaria $40,000 - $40,000 (PC - Public Charity Equivalent)
Statement 20 - Page 99 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
National Alliance of Latin American & Caribbean Communities 1638 S Blue Island Avenue Chicago, IL 60608-2134 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
National Association of Citizens Advice Bureaux Petru Major 9 Str. 011261 Bucharest Sector 1 ROMANIA To support an association dedicated to the development of civil $150,000 $50,000 $100,000 society in Romania (PC - Public Charity Equivalent)
National Audubon Society Inc. 444 Brickell Ave. Ste 850 Miami , FL 33131 For the general purposes or other charitable purposes of the $1,500 $1,500 organization (PC - Public Charity)
National Baseball Hall of Fame and Museum 25 Main Street Cooperstown, NY 13326-0590 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
National Center for Family Philanthropy, Inc. 1101 Connecticut Avenue NW, Suite 220 Washington, DC 20036-4303 To support an organization dedicated to improving the way $25,000 - - $25,000 philanthropic families fulfill their grantmaking opportunities and responsibilities (PC - Public Charity)
To support work to enhance the effectiveness offamilies working $100,000 - $100,000 with community foundations as their giving partners. (PC - Public Charity)
National Center on Philanthropy and the Law New York University School of Law 139 MacDougal Street , 1st Floor New York, NY 10012-1076 To support an organization dedicated to the single discipline of law $25,000 - $25,000 - and philanthropy (SO I - Type I Supporting Organization)
Statement 20 - Page 100 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
National Coalition for Dialogue & Deliberation 114 W Springville Road Boiling Springs, PA 17007 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
National Coalition of Community Foundations for Youth 1055 Broadway, Suite 130 Kansas City, MO 64105-1595 To support the dissemination of learning materials for community $25,000 $25,000 - foundations that strive to improve their community engagement. (SO I - Type I Supporting Organization)
National Conference of State Legislatures 7700 E. First Place Denver, CO 80230-7143 To educate state legislators about the value of afterschool and to $487,500 $337,500 $150,000 build state capacity to implement high-quality afterschool and summer learning opportunities (GOV - Domestic or Foreign Government)
National Council of La Raza Raul Yzaguirre Building 1126 16th Street NW, Suite 600 Washington , DC 20036-4845 For the general purposes or other charitable purposes of the $10,000 $10,000 - organization (PC - Public Charity)
National Council of Nonprofit Associations 1200 New York Avenue NW, Suite 700 Washington , DC 20005-6128 For the general purposes or other charitable purposes of the $450 $450 - organization (PC - Public Charity)
To support a national nonprofit association that works to build the $50,000 - $50,000 - capacity of state nonprofit associations. (PC - Public Charity)
National Foundation For Cancer Research 4600 East West Hwy Suite 525 Bethesda , MD 20814 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Statement 20 - Page 101 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 I Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
National Governors Association Center for Best Practices Hall of the States 444 N. Capitol Street , Suite 267 Washington , DC 20001-1512 To help governors and their key education advisors support student $300,000 $150,000 $150,000 success by advancing competency -based education systems (PC - Public Charity)
National League of Cities Institute, Inc. 1301 Pennsylvania Avenue NW Washington, DC 20004-1763 To engage city officials in afterschool initiatives and bring $450,000 $300,000 $150,000 increased attention to the importance of continuing investments in afterschool at federal, state, and local levels (SO I - Type I Supporting Organization)
National Multiple Sclerosis Society 21311 Civic Center Drive Southfield , MI 48076 For the general purposes or other charitable purposes of the $450 $450 organization. (PC - Public Charity)
National Skills Coalition 1730 Rhode Island Avenue NW, Suite 712 Washington , DC 20036-3115 To support a coalition working to impact national policy debates on $50,000 $50,000 moving low-income adults into skilled, long-term employment (PC - Public Charity)
National Summer Learning Association, Inc. 575 S. Charles Street , Suite 310 Baltimore , MD 21201-2428 To support efforts on how afterschool and summer learning can $300,000 $200,000 $100,000 create seamless , results-based systems of learning for children and youth through common goals around data, quality , and access. (PC - Public Charity)
National Tuberous Sclerosis Association Inc. 801 Roeder Road Suite 750 Silver Sprang, MD 20910-4467 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
National Wildlife Federation 11 100 Wildlife Center Dnve Reston, VA 20190-5362 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 102 Charles Stewar ott Foundation fl Form 990PF EIN OC27 LJ 38-1Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To develop relevant policy recommendations, provide scientific and - $500,000 $500,000 legal assistance to state-level partners, and lead public education efforts related to protecting and restoring the Great Lakes ecosystem (PC - Public Charity)
National World War II Museum Inc 945 Magazine Street New Orleans, LA 70130-3813 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
National Yiddish Book Center Inc. 1021 West Street Amherst, MA 01002-3375 For the general purposes or other charitable purposes of the - $162 $162 organization. (PC - Public Charity)
National Youth Employment Coalition, Inc. 1836 Jefferson Place NW Washington, DC 20036-2505 To continue to inform policy and build the capacity ofyouth-serving $25,000 $300,000 $25,000 $300,000 systems and organizations to serve disconnected youth (PC - Public Charity)
National Youth Leadership Council 1667 Snelling Avenue North, Suite D300 St. Paul, MN 55108-2131 To assess the current state ofpractice for service-learning and - $150,000 $150,000 determine the impact service-learning has on developing employment and 21st century skills and how it can be integrated into afterschool programs (PC - Public Charity)
Native Americans in Philanthropy 2801 21st Avenue South , Suite 132D Minneapolis , MN 55407-5793 To support a grantmaker affinity group dedicated to improving $ 60,000 - $30,000 $ 30,000 philanthropy by and for Native Americans (PC - Public Charity)
Nativity of Our Lord Church 5900 McClellan Detroit, MI 48213 For the general purposes or other charitable purposes of the - $1, 200 $1,200 organization (PC - Public Charity)
Statement 20 - Page 103 Charles Stewar ' ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Nativity of Our Lord Parish 5900 McClellan Street Detroit, MI 48213 For the general purposes or other charitable purposes of the - $2,775 $2,775 - organization (PC - Public Charity)
Natural Resources Council of Maine, Inc. 3 Wade Street Augusta, ME 04330-6351 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Natural Resources Defense Council, Inc. 40 W 20th Street New York, NY 10011-4211 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
To assist in the implementation of the Great Lakes Compact and - $80,000 $40,000 $40,000 other water conservation measures in the Great Lakes basin (PC - Public Charity)
Nature Conservancy PO Box 6015 Albert Lea, MN 56007 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Nature Conservancy, Inc. 4245 N. Fairfax Drive, Suite 100 Arlington, VA 22203-1637 To develop and implement strategies to address agricultural runoff $125,000 $125,000 - pollution in Michigan's Saginaw Bay Watershed (PC - Public Charity)
NEA Foundation for the Improvement of Education 1201 Sixteenth Street NW Washington, DC 20036-3207 To support the development and implementation of an educational $173,000 $173,000 - plan. (PC - Public Charity)
Statement 20 - Page 104 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Nebraska Children and Families Foundation Lincoln Center Building 215 Centennial Mall South, Suite 200 Lincoln, NE 68508-1813 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
NEF, Network of European Foundations for Innovative Cooperation Philanthropy House, Rue Royale 94 1000 Brussels BELGIUM To strengthen philanthropic cooperation among foundations, $28,000 $28,000 associations, and other nongovernmental organizations in Europe (PC - Public Charity Equivalent)
Neighborhood Health Clinic Inc. 121 Goodlette Road North Naples, FL 34102 For the general purposes or other charitable purposes of the $8,000 $8,000 organization (PC - Public Charity)
Neighborhood Service Organization 882 Oakman Blvd. Suite C Detroit, MI 48238 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization (PC - Public Charity)
Network Education Program 25 E Street NW Suite 200 Washington , DC 20001 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Network for the Affirmation of NGO Sector - MANS Dalmatinska 188 81000 Podgonca MONTENEGRO To support an organization created to encourage public $75,000 $40,000 $35,000 participation in decision-making processes in Montenegro (PC - Public Charity Equivalent)
Statement 20 - Page 105 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
New America Foundation 1899 L Street NW, Suite 400 Washington , DC 20036-3804 To promote policies that foster widespread ownership of assets, $25,000 - - $25,000 particularly among low- and moderate - income Americans (PC - Public Charity)
To produce a set of reports and data products that will inform $110,000 - $110,000 program planning and development activities focused on improving postsecondary access and success (PC - Public Charity)
New Creation Church of God G-3472 Lennon Road Flint, MI 48507 For the general purposes or other charitable purposes of the $915 $915 organization (PC - Public Charity)
New Israel Fund 437 Newtonville Avenue Suite 4 Newton, MA 02460-1934 For the general purposes or other charitable purposes of the $7,500 $7,500 organization (PC - Public Charity)
New Jersey School - Age Care Coalition 231 North Avenue West #363 Westfield, NJ 07090-1482 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
New Life Community Church 1110 W Lill Ave Chicago, IL 60614 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
New Mexico Public Education Department 300 Don Gaspar Santa Fe, NM 87501-2786 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (GOV - Domestic or Foreign Government)
Statement 20 - Page 106 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
New Teacher Center 725 Front Street Suite 400 Santa Cruz, CA 95060 For the general purposes or other charitable purposes of the - $3,000 $3,000 - organization (PC - Public Charity)
New Visions Foundation 3131 Olympic Boulevard Santa Monica, CA 90404 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization (PC - Public Charity)
New York Community Trust 909 Third Avenue, 22nd Floor New York, NY 10022-4752 For the general purposes or other charitable purposes of the $27,500 $27,500 organization (PC - Public Charity)
NGO "CENTER CZKD" Pavilion Veljokovic, Bircamnova 21 Belgrade 11000 SERBIA To support and encourage constructive and active civic engagement $10,000 - $10,000 in the development of human rights, tolerance and respect, and other democratic values and practices in Serbia (PC - Public Charity Equivalent)
NGO Forum on ADB , Incorporated 85-A Masikap Extension, Diliman Quezon City 1101 PHILIPPINES To strengthen the capacity of civil society organizations and $100,000 $60,000 $40,000 affected communities in the Asia -Pacific region to address the environment and social impacts of Asian Development Bank lending (PC - Public Charity Equivalent)
Nizhni Novgorod Association of Non - governmental Non- commercial Organization "Sluzhenye" 24 Rozhdestvenskaya St., office 14 Nizhny Novgorod 603001 RUSSIA To institutionalize effective methods of activating communities, $125,000 $63,000 $62,000 increasing local resource mobilization , and promoting social investment in Russia (PC - Public Charity Equivalent)
Statement 20 - Page 107 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Non-Governmental Organization " Garage Gang" Peremogy ave, 91/46 03115 Kyiv UKRAINE To foster a widespread culture of giving in Ukraine - $150 , 000 $35 ,000 $115,000 (NC - Non-Charity Equivalent)
Nonprofit Information Networking Association 112 Water Street, Suite 400 Boston , MA 02109-4211 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
To support an online and print publication for the nonprofit sector - $100,000 $80,000 $20,000 (PC - Public Charity)
Non-Profit Organization the New Eurasia Foundation 3/9, 3-rd Syromyatnichesky per , Building 6 Moscow 105120 RUSSIA To promote greater civic engagement and participatory community $100,000 - $100,000 development practices in Russia (NC - Non-Charity Equivalent)
Nonprofit Partnership of Grantmaking Organizations " Donors Forum" Sushevskaya st., 9/4, office 311 Moscow 127055 RUSSIA To support an organization created to strengthen philanthropy in $80,000 - - $80,000 Russia (PC - Public Charity Equivalent)
Non-Profit Technology Enterprise Network 1020 SW Taylor St Ste 800 Portland, OR 97205 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
North Carolina Justice Center 224 S. Dawson Street Raleigh , NC 27601-1306 To enhance the timeliness , credibility, accessibility and $25,000 $100,000 $75,000 $50,000 effectiveness of research on state budget and tax issues affecting low-income and other vulnerable populations (PC - Public Charity)
Statement 20 - Page 108 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
North End Soup Kitchen 735 E Stewart Ave Flint, MI 48505 For the general purposes or other charitable purposes of the - $375 $375 - organization (PC - Public Charity)
North Star Reach 1050 Highland Dr. Suite F Ann Arbor, MI 48108 For the general purposes or other charitable purposes of the $300 $300 organization (PC - Public Charity)
Northeast- Midwest Institute 50 F Street NW, Suite 950 Washington, DC 20001-1540 To promote Great Lakes restoration and protection by facilitating $25,000 - $25,000 bipartisan coalitions and providing technical information and policy analyses to decisionmakers (PC - Public Charity)
Notre Dame Preparatory School and Marist Academy 1300 Giddings Road Pontiac, MI 48340-2108 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
NPH USA 134 North LaSalle Street Suite 500 Chicago, IL 60602-1036 For the general purposes or other charitable purposes of the - $390 $390 organization. (PC - Public Charity)
Oakland University Rochester , MI 48309 For the general purposes or other charitable purposes of the $150 $150 organization (GOV - Domestic or Foreign Government)
Oberlin College Oberlin Alumni Fund 50 W Lorain Street Oberlin, OH 44074 For the general purposes or other charitable purposes of the $450 $450 organization (PC - Public Charity)
Statement 20 - Page 109 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Ohio Child Care Resource & Referral Association 2760 Airport Drive, Suite 160 Columbus, OH 43219-2284 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school-based/school-linked afterschool opportunities (PC - Public Charity)
Ohio State University Foundation 307 Fawcett Center, 2400 Olentangy River Road Columbus, OH 43210-1027 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Ohio Valley Educational Cooperative 100 Alpine Drive Shelbyville, KY 40065-8877 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-based/school-linked afterschool initiatives (GOV - Domestic or Foreign Government)
Oil Change International 714 G Street SE, Suite 202 Washington, DC 20003-2883 To support research and policy analysis to reform energy-related - $150,000 $75,000 $75,000 lending of World Bank and export credit agencies. (PC - Public Charity)
Old Newsboys of Flint, Inc. 6255 Taylor Drive Flint , MI 48507-4665 For the general purposes or other charitable purposes of the - $1 ,800 $1,800 organization (PC - Public Charity)
Old Town Commercial Association 1232 Turner St. Lansing, MI 48906 For the general purposes or other charitable purposes of the - $3,300 $3,300 organization (PC - Public Charity)
Olivet College 320 S Main Street Olivet, MI 49076-9406 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Statement 20 - Page 110 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 40 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
OPENDEMOCRACY LIMITED The Print House , 18 Ashwin Street London E83DL UNITED KINGDOM To support independent journalism and analysis about Russia - $125,000 $75,000 $50,000 (PC - Public Charity Equivalent)
Operation Care Package Michigan Inc PO Box 741 Lapeer, MI 48446 For the general purposes or other charitable purposes of the $300 $300 organization. (PC - Public Charity)
Oregon Association for the Education of Young Children 5427 Glen Echo Avenue Gladstone , OR 97027-2603 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
Orion Oxford Mother and Unborn Baby Care Inc. 35 N. Washington Oxford, MI 48371 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Our Lady of Lebanon 4133 Calkins Rd Flint , MI 48532 For the general purposes or other charitable purposes of the $16,104 $16,104 - organization (PC - Public Charity)
Oxfam - America, Inc. 226 Causeway Street , 5th Floor Boston , MA 02114-2206 For the general purposes or other charitable purposes of the $450 $450 - organization (PC - Public Charity)
To support the development of a research and communications $50,000 - $50,000 strategy that reframes the energy poverty debate (PC - Public Charity)
Statement 20 - Page 1 11 Charles Stewar ott Foundation Form 990PF EIN 38-1 2W27 40 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Pacific Environment and Resources Center 369 Pine Street, Suite 518 San Francisco, CA 94104-3312 To promote sustainable environmental and social policies among $75,020 - $75,020 - international finance institutions, with a focus on reducing greenhouse gas emissions of U S export credit agencies (PC - Public Charity)
Pacific Science Center Foundation 200 Second Avenue N Seattle, WA 98109-4895 To support a fellowship geared toward advancing high-quality $50,000 - $50,000 informal science education, including in afterschool and expanded learning programs (PC - Public Charity)
Pan Massachusetts Challenge Trust 77 Fourth Avenue Needham , MA 02494 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Paralyzed Veterans of America 801 18th St NW 8th Floor Washington , DC 20006 For the general purposes or other chari table purposes of the - $450 $450 organization. (PC - Public Charity)
Paraprofessional Healthcare Institute, Inc. 400 E. Fordham Road, 11th Floor Bronx, NY 10458-5039 To support an organization working to develop training systems that - $300,000 $300,000 ensure better wages and better quality service in the home health- care field (PC - Public Charity)
Parent Teacher Home Visit Project, Inc. 5735 47th Avenue #236 Sacramento , CA 95824-4528 For the general purposes or other charitable pui poses of the - $ 1,500 $1,500 organization (PC - Public Charity)
Paw Paw Alumni Corporation 49962 County Road 653 Paw Paw, MI 49079 For the general purposes or other charitable purposes of the - $375 $375 organization. (PC - Public Charity)
Statement 20 - Page 112 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Peace Community Church 44 E Lorain Street Oberlin, OH 44074 For the general purposes or other charitable purposes of the - $750 $750 - organization (PC - Public Charity)
People in Need - Czech Television company, publicly beneficial organisation Safarikova 635/24 120 00 Prague 2 CZECH REPUBLIC To support nonprofits and other civic initiatives in Eurasia $550,000 $275,000 $275,000 promoting civil society development i n their countries. (PC - Public Charity Equivalent)
Performance Network of Ann Arbor 120 East Huron Ann Arbor, MI 48104 For the general purposes or other charitable purposes of the $450 $450 - organization (PC - Public Charity)
Petoskey - Harbor Springs Area Community Foundation 616 Petoskey Street Suite 203 Petoskey , MI 49770 For the general purposes or other charitable purposes of the - $10,300 $10,300 - organization (PC - Public Charity)
Philadelphia Youth Network Inc. 714 Market Street, Suite 304 Philadelphia , PA 19106-2327 To provide support for a citywide partnership aimed at addressing $48,000 - $48,000 - and raising the visibility of the dropout crisis in Philadelphia. (PC - Public Charity)
Philanthropy for Active Civic Engagement 1201 15th Street NW, Suite 420 Washington, DC 20005-2899 To support a learning community offunders interested in the fields $20,000 $10,000 $10,000 of civic engagement, service, and democratic renewal (PC - Public Charity)
Philanthropy New York 79 Fifth Avenue, 4th Floor New York, NY 10003-3076 To raise the visibility of and philanthropic funding for activities that $25,000 $25,000 expand asset - building opportunities in low- and moderate - income communities (PC - Public Charity)
Statement 20 - Page 113 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Philanthropy Roundtable 1730 M Street, NW, Suite 601 Washington, DC 20036-4554 To support a national association of individual donors, corporate- $30,000 $30,000 giving representatives, andfoundation staff and trustees that provides a variety ofprograms and services to grantmakers (PC - Public Charity)
Phoenix United Methodist Church 4423 S. Genesee Road Grand Blanc , MI 48439 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
PICO United Florida, Inc. 406 E. Amelia Street Orlando, FL 32803-5316 To provide support for a network of congregation -based community $20,000 $20,000 organi zations in Florida. (PC - Public Charity)
Plan International USA, Inc. 155 Plan Way Warwick, RI 02886 For the general purposes or other charitable purposes of the $1,080 $1,080 organization. (PC - Public Charity)
Planned Parenthood Federation of America, Inc. 434 W. 33rd Street New York, NY 10001-2601 For the general purposes or other charitable purposes of the $150 $150 organ i zation (PC - Public Charity)
Planned Parenthood Mid and South Michigan 3100 Professional Drive PO Box 3673 Ann Arbor, MI 48106-3673 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Planned Parenthood of Collier County 1425 Creech Road Naples, FL 34103 For the general purposes or other charitable purposes of the $31,500 $31,500 organization (PC - Public Charity)
Statement 20 - Page 114 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Planned Parenthood of Northern New England 128 Lakeside Avenue Suite 301 Burlington , VT 05401 For the general purposes or other charitable purposes of the - $150 $150 - organization (PC - Public Charity)
PLATFORM: London 7 Horselydown Lane, Tower Bridge London SE1 2LN UNITED KINGDOM To support international nongovernmental organizations' efforts to - $150,000 $75,000 $75,000 reform global investment in oil and gas development (PC - Public Charity Equivalent)
Points of Light Foundation 600 Means Street NW Suite 210 Atlanta, GA 30318 For the general purposes or other charitable purposes of the - $450 $450 organization. (PC - Public Charity)
Pontis Foundation Zelinarska 2 821 08 Bratislava SLOVAKIA To strengthen an independent public policy community in Belarus $24,000 - - $24,000 (PC - Public Charity Equivalent)
Population Council One Dag Hammarskjold Plaza New York, NY 10017 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Portland Chamber Music Festival PO Box 15385 Portland, ME 04112 For the general purposes or other charitable purposes of the - $375 $375 organization (PC - Public Charity)
Portland Conservatory of Music 202 Woodford Street Portland, ME 04103 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Statement 20 - Page 115 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Portland Maine Symphony Orchestra 50 Monument Square 2nd Floor Portland, ME 04104 For the general purposes or other charitable purposes of the - $300 $300 organi zation (PC - Public Charity)
Portland Museum of Art 7 Congress Square Portland , ME 04101 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
Portland Stage Company P O. Box 1458 Portland, ME 04104 For the general purposes or other charitable purposes of the - $600 $600 organization (PC - Public Charity)
Preble Street 38 Preble Street Portland , ME 04101 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Presbyterian Villages of Michigan Foundation Public Charity 26200 Lahser Road Suite 300 Southfield, MI 48033-7157 For the general purposes or other charitable purposes of the - $8,600 $8,600 organization. (PC - Public Charity)
President and Fellows of Harvard College 124 Mount Auburn Street Cambridge , MA 02138-5795 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Prima Civitas Foundation 325 E Grand River Avenue, Suite 275 East Lansing , MI 48823-4378 Support for transformative economic development initiatives in - $500 ,000 $500,000 Michigan (PC - Public Charity)
Statement 20 - Page 116 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Princess Margarita of Romania Foundation - Romania Str. Plevnei nr 98, Bl. IOC, Ap.8, CP 67-35 Bucharest 010224 ROMANIA To support an organization whose mission is to develop and $40,000 - $40,000 - promote projects to improve health care and address the special needs of children, youth and the elderly in Romania (PC - Public Charity Equivalent)
Priority Children 902 E . Sixth Street Flint , MI 48503-2787 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
Pro Bono Organisation 1st Floor West Wing Women's Jail Constitution Hill 1 Kotze Street, Braamfontein Johannesburg 2000 SOUTH AFRICA To support a public interest legal clearinghouse that promotes $37,500 $100,000 $37,500 $100,000 probono services by private attorneys to help community advice offices and poor people deal with legal matters (PC - Public Charity Equivalent)
Pro Vobis Volunteer Center Association Str Rene Descartes Nr 6 400486 Cluj-Napoca ROMANIA To support an organization that promotes and develops $40,000 - $40,000 volunteerism in Romania. (PC - Public Charity Equivalent)
Productive Initiatives Development Society Nytvenskaya 5/6 Perm 614087 RUSSIA To promote effective civic activism among both organized and $200,000 - $200,000 informal citizen groups in Russia. (NC - Non-Charity Equivalent)
Project for Conflict Resolution and Development 63 Heugh Road Walmer Port Elizabeth 6070 SOUTH AFRICA To support the training of advice offices and other community- $125,000 - $125,000 based organizations on conflict management and mediation to enable them to resolve community conflicts (PC - Public Charity Equivalent)
Statement 20 - Page 117 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Public Profit 1212 Broadway, Suite 501 Oakland, CA 94612-1814 To develop and implement an assessment framework to further - $160,000 - $160,000 strengthen the national afterschool networks. (NC - Non-Charity)
Public School Forum of North Carolina, Inc. 3739 National Drive, Suite 100 Raleigh, NC 27612-4817 To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
Pursue Hope International PO Box 530044 Harlingen, TX 78553 For the general purposes or other charitable purposes of the - $9,750 $9,750 organization. (PC - Public Charity)
Quota Club of Flint Charitable Foundation 503 S. Saginaw Street Suite 919 Flint , MI 48502 For the general purposes or other charitable purposes of the - $6,000 $6,000 organization (PC - Public Charity)
Racing For Kids 93 Kercheval Suite 4 Grosse Pointe Farms, MI 48236 For the general purposes or other charitable purposes of the - $225 $225 organization (PC - Public Charity)
Randels Elementary School 6022 Brobeck St. Flint, MI 48532 For the general purposes or other charitable purposes of the - $300 $300 organization (GOV - Domestic or Foreign Government)
Re:Common Via Ostiense, 95 00154 Rome ITALY To support monitoring of international development finance to - $200 , 000 $150,000 $ 50,000 ensure that it supports and promotes sustainable development (NC - Non-Charity Equivalent)
Statement 20 - Page 118 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Reach Studio Art Center 1804 S Washington Ave Lansing, MI 48910 For the general purposes or other charitable purposes of the - $975 $975 - organization (PC - Public Charity)
Reconstruction Women's Fund Stevana Sremca 3, #19 Belgrade 11000 SERBIA To develop strategic grantmaking that encourages women in Serbia $45,000 $45,000 to participate in decisionmaking processes at the local and national levels (PC - Public Charity Equivalent)
Red Ink Flint 124 W First St. Flint , MI 48502 For the general purposes or other charitable purposes of the $6,375 $6,375 - organization (PC - Public Charity)
Refugee Development Center 122 S Pennsylvania Ave Lansing, MI 48912 For the general purposes or other charitable purposes of the - $300 $300 - organization (PC - Public Charity)
Regents of the University of Michigan Ann Arbor, MI 48109-1318 For the general purposes or other charitable purposes of the $61,490 $61,490 organization (GOV - Domestic or Foreign Government)
To encourage the development of student- run businesses and $65,000 $65,000 nonprofit organizations in the Flint area (GOV - Domestic or Foreign Government)
To support the expansion of a pre-college summer residential and $415,700 $300,000 $115,700 academic year bridge program for middle and high school students
(GOV - Domestic or Foreign Government)
To provide support for student recruitment through international $25,000 - $25,000 travel and scholarship incentives, and to support students after they arrive through leadership development and student life programming (GOV - Domestic or Foreign Government)
Statement 20 - Page 119 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To assist Great Lakes environmental nonprofits in expanding their $20,000 - $20,000 - constituencies and partnership to advance effective Great Lakes policies (GOV - Domestic or Foreign Government)
Regional charitable public organization " Arkhangelsk Centre of Social Technologies " Garant" Popova Str. 18 Arkhangelsk 163000 RUSSIA To support community development in the Northwest of Russia $150,000 - $150,000 through mobilization of local philanthropic resources (PC - Public Charity Equivalent)
Regional Foundation for Local Development " Zamah" Svacicev trg 3, Hrvatska 10000 Zagreb CROATIA To encourage philanthropy development and support civic $100,000 $50,000 $50,000 initiatives in central Croatia (PC - Public Charity Equivalent)
Regional Nongovernmental Organization " The Public Commission to Preserve the Legacy of Academician Sakharov" Zemlianoi val 57/6 Moscow 105120 RUSSIA To increase public support for principles of human rights and civic $194,000 - $124,000 $70,000 engagement in Russia (NC - Non-Charity Equivalent)
Regional Public Organization "ANNA" Office 25; 5/1, Verkhnyaya Radishchevskaya Street Moscow 109240 RUSSIA To achieve sustainable grassroots citizen engagement in addressing $150,000 - $150,000 gender-based violence in the Northern Caucasus (PC - Public Charity Equivalent)
Regional Public Organization "Sakhalin Environment Watch" Komsomolskaya st., 154, of 600 Yuzhno-Sakhalmsk 693010 RUSSIA To encourage public environmental monitoring of energy projects $150,000 - $50,000 $100,000 in Sakhalin. (NC - Non-Charity Equivalent)
Renew Therapeutic Riding Center 4271 60th St Holland , MI 49423 For the general purposes or other charitable purposes of the $600 $600 organization (PC - Public Charity)
Statement 20 - Page 120 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Research Foundation of the City University of New York 230 W 41st Street, 7th Floor New York, NY 10036-7207 To provide leadership development opportunities to international - $230,000 $140,000 $90,000 community foundation practitioners (PC - Public Charity)
Resource Genesee 605 N Saginaw Street , Suite 2A Flint , MI 48502-2031 To support a countywide partnership aimed at improving the - $75,000 $75,000 educational opportunities for out-of-school youth (PC - Public Charity)
To provide emergency services to individuals and families who are - $60,000 - $60,000 homeless or at risk of becoming homeless in Flint and Genesee County (PC - Public Charity)
Rhodes University Drostdy Road Grahamstown 6140 SOUTH AFRICA To support a university program that provides legal assistance, - $250,000 $150,000 $100,000 financial management and office administration train ing, and funding to community-based advice offices in the Eastern and Western Cape provinces (PC - Public Charity Equivalent)
River Alliance of Wisconsin, Inc. 306 E. Wilson Street, Suite #2W Madison, WI 53703-3990 To protect and restore the Great Lakes ecosystem through - $200,000 $100,000 $100,000 education, public engagement, and policy reform activities (PC - Public Charity)
River Network 434 NW Sixth Avenue, Suite 304 Portland , OR 97209-3652 To provide technical assistance to groups working to protect and - $ 160,000 $160,000 improve the Great Lakes ecosystem (PC - Public Charity)
Roman Catholic Archdiocese of Detroit Chancery Building 1234 Washington Blvd Detroit , MI 48226 For the general purposes or other charitable purposes of the - $9,000 $9,000 organization (PC - Public Charity)
Statement 20 - Page 121 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Rotary Club of Tryon Foundation PO Box 923 Tryon, NC 28782 For the general purposes or other charitable purposes of the $375 $375 - organization (PC - Public Charity)
Rudolph Steiner School Association of Ann Arbor 2775 Newport Road Ann Arbor, MI 48103 For the general purposes or other charitable purposes of the $1,125 $1,125 - organization (PC - Public Charity)
Rural Legal Trust 284 3rd Avenue, Bredell Kempton Park SOUTH AFRICA To support the training ofparalegals in community advice offices $120,000 - $120,000 and farmworker representatives on relevant aspects of the law and related topics to enable them to defend the rights ofpoor people, particularly farmworkers (PF - Private Non-operating Foundation Equivalent)
Rutgers University Foundation 7 College Avenue , Winants Hall New Brunswick , NJ 08901-1261 To codify best practices and develop a college access and success $200,000 $200,000 toolkit (PC - Public Charity)
SA History Online 349 Albert Road , Woodstock 7925 Cape Town SOUTH AFRICA To support the development of an inclusive , just and nonracial $120,000 $60,000 $60,000 South Africa by documenting and publicizing its history. (PC - Public Charity Equivalent)
Safe and Sound : Baltimore ' s Campaign for Children and Youth, Inc. Two E Read Street, 3rd Floor Baltimore, MD 21202-2412 To support a statewide afterschool network as a vehicle for bringing $40,000 - $20,000 $20,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
Statement 20 - Page 122 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Sagawa/Jospin, LLC 3000 Greenvale Road Chevy Chase, MD 20815-3125 To explore the potential that service and volunteerism might play in $25,000 - $25,000 a strategy for- the educational and economic advancement of young people living in low- to moderate-income communities. (NC - Non-Charity)
Saginaw Community Foundation I Tuscola St. Suite 100 Saginaw, MI 48607 For the general purposes or other charitable purposes of the - $24,750 $24,750 organization (PC - Public Charity)
Saint Elizabeth's Episcopal Church P 0 Box 517 Roscommon, MI 48653 For the general purposes or other charitable purposes of the - $2,250 $2,250 organization (PC - Public Charity)
Saint-Petersburg Charity NGO "NGO Development Centre" Ligovsky Pr., 87, office 300 St Petersburg 191040 RUSSIA To strengthen the nonprofit sector in Northwest Russia. $50,000 - $50,000 (PC - Public Charity Equivalent)
Salvation Army 444 South Main PO Box 146 Cheboygan, MI 49721 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Salvation Army PO Box 2369 Denver, CO 80201 For the general purposes or other charitable purposes of the - $300 $300 of gamzation (PC - Public Charity)
Salvation Army 16130 Northland Drive Southfield, MI 48075-5218 For the general purposes or other charitable purposes of the - $1,500 $1,500 organization (PC - Public Charity)
Statement 20 - Page 123 Charles Stewar ott Foundation • Form 990PF EIN 38-12W27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Salvation Army 1215 Fulton Street East Grand Rapids, MI 49503 For the general purposes or other charitable purposes of the $825 $825 - organization (PC - Public Charity)
Salvation Army Genesee County Command 211 W Kearsley Street Flint, MI 48502-1305 For the general purposes or other charitable purposes of the $4,950 $4,950 - organization (PC - Public Charity)
To provide emergency rent and utility assistance to eligible Genesee $150,000 - $150,000 County residents (PC - Public Charity)
School & Main Institute, Inc. 225 Friend Street #11 Boston, MA 02114-1800 To continue to develop and model a new small high school design - $225,000 $225,000 - entitled Schools for the Future for students who are far behind academically (PC - Public Charity)
School District of the City of Flint 923 E. Kearsley Street Flint, MI 48503-1974 To provide Flint area preschool children with academic and social $167,689 $167,689 - skills (GOV - Domestic or Foreign Government)
To support the interim superintendent with technical assistance - $700,000 $700,000 - during a time of transition (GOV - Domestic or Foreign Government)
To provide support to the STEM pod including STEM technicians, $178,325 - $178,325 professional development, field trips, and instructional materials required for successful implementation. (GOV - Domestic or Foreign Government)
To support the reconfiguration of the business office, including $800,000 $800,000 - technical assistance, capacity building, and software conversions, for the improvement of education at the Flint Community Schools (GOV - Domestic or Foreign Government)
To support the local school district by increasing staff capacity in $950,000 $950,000 - the business office (GOV - Domestic or Foreign Government)
Statement 20 - Page 124 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support the professional development and training needs of - $500, 000 $500,000 - teachers and school staff necessary for- implementation of the new educational plan (GOV - Domestic or Foreign Government)
School ' s Out Washington 801 23rd Avenue S, Suite A Seattle, WA 98144-3039 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school-basedlschool-linked afterschool opportunities (PC - Public Charity)
Sebago-Long Lake Region Chamber Music Festival, Inc. PO Box 544 Harrison, ME 04040 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Sebewaing Area Historical Society Inc. 644 East Main Street Sebewaing, MI 48759 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Second Stage Theatre 307 West 43rd Street New York, NY 10036 For the general purposes or other charitable purposes of the - $3,500 $3,500 organization (PC - Public Charity)
Seeds of Peace, Inc. 370 Lexington Avenue Suite 2103 New York, NY 10017 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Senator George J. Mitchell Scholarship Research Institute 22 Monument Square Suite 200 Portland, ME 04101 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Statement 20 - Page 125 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
SENSE - Central European news service Ltd. for publishing business Licka 33 Zagreb 10000 CROATIA To increase civic engagement on issues of truth, justice, and $10,000 - - $10,000 reconciliation in the Western Balkans (NC - Non-Charity Equivalent)
Servants of Mary 7400 Military Avenue Omaha, NE 68134-3351 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
Services for Older Citizens 158 Ridge Road Grosse Pointe Farms , MI 48236 For the general purposes or other charitable purposes of the - $ 3,000 $3,000 organization (PC - Public Charity)
Seven Arrows Elementary School 1812 Stanford Street Santa Monica, CA 90404 For the general purposes or other charitable purposes of the - $13,500 $13,500 organization (PC - Public Charity)
SGS Consulting The Woodlands, Building 16, Comer Kelvin & Woodlands Drive, Woodmean Sandton Johannesburg SOUTH AFRICA To support specific capacity and institutional building needs of - $175,000 $175,000 South African nonprofit organizations (NC - Non-Charity Equivalent)
Shelter Association of Washtenaw County 312 West Huron Ann Arbor, MI 48103 For the general purposes or other charitable purposes of the - $675 $675 organization (PC - Public Charity)
Shelter of Flint, Inc. 924 Cedar Street Flint, MI 48503-3620 For the general purposes or other charitable purposes of the - $2,400 $2,400 organization (PC - Public Charity)
Statement 20 - Page 126 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To support an organization that provides emergency shelter and - $70,000 $70,000 - services to help homeless individuals and their families become self- sufficient (PC - Public Charity)
To support the organization's Comprehensive Emergency - $ 50,000 - $50,000 Assistance Program (PC - Public Charity)
Shelter to Home 266 Oak Street Wyandotte, MI 48192 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Sherman Lake YMCA Outdoor Center 6225 N. 39th Street Augusta, MI 49012 For the general purposes or other charitable purposes of the - $375 $375 organization (SO III FI - Functionally Integrated Type III Supporting Organization)
Shiawassee County Humane Society, Inc. 2752 W. Bennington Road Owosso, MI 48867 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Shriners Hospitals for Children 2900 North Rocky Point Drive Tampa, FL 33607 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Sierra Club Foundation 85 Second Street, Suite 750 San Francisco, CA 94105-3441 To support efforts to reform energy lending of the World Bank and $50,000 $7,000 $57,000 other international financial institutions as well as the development of strong environmental and social safeguards (PC - Public Charity)
Signature Theatre Company 480 West 42nd Street New York, NY 10036 For the general purposes or other charitable purposes of the - $5,000 $5,000 organization (PC - Public Charity)
Statement 20 - Page 127 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Sisters of Saint Ann Anna Maria College Office of Institutional Advancement 50 Sunset Lane Box K Paxton , MA 01612 For the general purposes or other charitable purposes of the $375 $375 - organization (PC - Public Charity)
Sisters of St. Joseph of Nazareth 3427 Gull Road PO Box 29 Nazareth , MI 49074-0029 For the general purposes or other charitable purposes of the - $1,200 $1,200 - organization (PC - Public Charity)
Sisters, Servants of the Immaculate Heart of Mary 610 W. Elm Avenue Monroe, MI 48161 For the general purposes or other charitable purposes of the $450 $450 - organization. (PC - Public Charity)
Smart Growth America 1707 L Street NW, Suite 250 Washington , DC 20036-4222 To support multi-modal and compact development in Michigan $85,000 - $85,000 (PC - Public Charity)
Smile Train, Inc. 41 Madison Avenue 28th Floor New York, NY 10010 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Smithsonian Institution Office of the Comptroller PO Box 37012 MRC 712 Washington , DC 20013-7012 For the general purposes or other charitable purposes of the $1,650 $1,650 - organization. (PC - Public Charity)
Statement 20 - Page 128 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Sobrevivencia , Integral Support for Native Communities and Ecosystems Isabel la Catolica 1867 Casilla de Correos 1380 Asuncion PARAGUAY To support research and public education related to environmental $25,000 - $25,000 impacts of infrastructure and energy projects in the Parana- Paraguay Basin of South America. (PC - Public Charity Equivalent)
Social Change Assistance Trust 4 Loop Street, Studio 708, The Studios Cape Town 8001 SOUTH AFRICA To support a grantmaking organizat ion that funds rural $300,000 $125,000 $175,000 organizations that work to address human rights , gender equity, HIV/AIDS, and local economic development in their communities (PC - Public Charity Equivalent)
Social Justice Initiative NPC 1st Floor La Roche Office Park, 54 The Valley Road, Parktown Johannesburg 2122 SOUTH AFRICA To support an initiative aimed at increasing funding to social justice $50,000 - $50,000 programs from wealthy South Africans. (PF - Private Non-operating Foundation Equivalent)
Society of St. Vincent de Paul 3000 Gratiot Detroit, MI 48207 For the general purposes or other charitable purposes of the $1,500 $1,500 organization (PC - Public Charity)
Socioenvironmental Fund - CASA Avenida Juscelino K de Oliveira, No 308, Centro Juquitiba 06950-000 BRAZIL To support a small grants program in South America to build $225,000 $150,000 $75,000 capacity in local communities impacted by large-scale energy and infrastructure projects, which are funded by international and national financial institutions (PC - Public Charity Equivalent)
To provide support for a study on access to energy for underserved $100,000 $25,000 $125,000 communities in South America (PC - Public Charity Equivalent)
Statement 20 - Page 129 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Solar Circle 2539 Koala Drive East Lansing , MI 48823 For the general purposes or other charitable purposes of the - $3,000 $3,000 organization (PC - Public Charity)
SOS Community Services, Inc. 101 S Huron Street Ypsilanti, MI 48197 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
South African Institute for Advancement Second Floor, Fairweather House 176 Sir Lowry Road, Woodstock Cape Town 7925 SOUTH AFRICA To provide training, advisory services, resources and practical tools $80,000 - $80,000 that will help strengthen the capacity of organizations and improve their fundraising and advancement capabilities (NC - Non-Charity Equivalent)
South Carolina Afterschool Alliance 1611 Devonshire Drive, Suite 101 Columbia, SC 29204-2444 To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
South Dakota Voices for Children 808 N. West Avenue Sioux Falls, SD 57101-5720 To support a statewide afterschool network as a vehicle for bringing $50,000 - $50,000 together influential stakeholders interested in pursuing policies that support high quality school-based/school-linked afterschool initiatives (PC - Public Charity)
South Flint Seventh -Day Adventist Church 1467 E. Maple Avenue Burton , MI 48529 For the general purposes or other charitable purposes of the - $17,922 $17,922 organization (PC - Public Charity)
Statement 20 - Page 130 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Southeastern Regional Education Service Center, Inc. 29 Commerce Drive Bedford, NH 03110-6835 To support a statewide afterschool network to ensure the - $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Southern Africa Trust 4 Midndge North, International Business Gateway 6th Road (off New Road) Midrand 1685 SOUTH AFRICA To support a continent-wide network ofAfrican grantmakers that - $100 ,000 $100,000 facilitates networking and mutual learning among established and emerging African philanthropic institutions (PC - Public Charity Equivalent)
To raise awareness about the levels ofpoverty in the southern - $70,000 $70,000 African region and to promote giving that contributes to lasting solutions. (PC - Public Charity Equivalent)
Southern African Community Grantmakers Leadership Forum 205 Vincent House, Wynberg Mews, Brodie Road, Wynberg Cape Town 7800 SOUTH AFRICA To promote leadership development and peer learning among $25,000 - $25,000 community grantmakers (PF - Private Non-operating Foundation Equivalent)
Southern Cape Land Committee Trust 101 Davidson Road George 6530 SOUTH AFRICA To support an organization that works to improve the working and - $100 , 000 $100,000 living conditions offarmworkers and farm dwellers (PC - Public Charity Equivalent)
Southern Education Foundation, Inc. 135 Auburn Avenue NE, Second Floor Atlanta, GA 30303-2503 To support an internship program for diverse students in the south - $140,000 $70,000 $70,000 interested in philanthropy and education (PC - Public Charity)
Southern Environmental Law Center 201 W Main Street, Suite 14 Charlottesville, VA 22902-5065 To promote water management policies that protect environmental $25,000 - $25,000 values while meeting human needs (PC - Public Charity)
Statement 20 - Page 131 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Southern Poverty Law Center Inc. 400 Washington Avenue Montgomery , AL 36104 For the general purposes or other charitable purposes of the $1,200 $1,200 organization (PC - Public Charity)
Southwest Michigan Land Conservancy 6851 South Sprinkle Road Portage, MI 49002 For the general purposes or other charitable purposes of the $600 $600 organization. (PC - Public Charity) t
Southwest Solutions Inc. 1700 Waterman Street Detroit , MI 48209-2022 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Special Olympics Michigan, Inc. Area XIII 2413 W. Maple Avenue Flint , MI 48507 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Special Olympics, Inc. 1133 19th Street NW Washington , DC 20036 For the general purposes or other charitable purposes of the - $750 $750 organization. (PC - Public Charity)
Specialized Employment Services, Inc. 1108 Lapeer Road Flint , MI 48503-2704 To support an organization that provides job-readiness and $150,000 $150,000 employment placement services to hard-to-serve client populations (PC - Public Charity)
To support the Flint Strive Youth Empowerment Program, an $85,000 $85,000 employment and academic achievement program for at-risk youth ages 14-18 (PC - Public Charity)
Statement 20 - Page 132 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 LJ Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Sphinx Organization, Inc. 400 Renaissance Center, Suite 2550 Detroit, MI 48243-1679 To increase diversity in classical music by educating Flint - $100,000 $100,000 - Community Schools students including African American and Latino students to play stringed instruments (PC - Public Charity)
Squash Haven Inc. 70 Tower Parkway New Haven , CT 06520 For the general purposes or other charitable purposes of the - $3,000 $3,000 organization. (PC - Public Charity)
St. Agnes Catholic Church 300 Johnson Street Freeland , MI 48623 For the general purposes or other charitable purposes of the - $4,500 $4,500 organization (PC - Public Charity)
St. Andrew Catholic Church 1400 Inglewood Rochester , MI 48307-1518 For the general purposes or other charitable purposes of the - $15,300 $15,300 organization (PC - Public Charity)
St. Andrew' s Episcopal Church 1922 Iowa Flint , MI 48506 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
St. Baldrick ' s Foundation 1333 S Mayflower Avenue Suite 400 Monrovia, CA 91016 For the general purposes or other charitable purposes of the - $1,050 $1,050 organization. (PC - Public Charity)
St. Christopher ' s Episcopal Church G-9020 South Saginaw St. Grand Blanc , MI 48439 For the general purposes or other charitable purposes of the - $12,900 $12,900 organization (PC - Public Charity)
Statement 20 - Page 133 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
St. Clare of Montefalco Parish & School 1401 Whittier Rd Grosse Pointe Park , MI 48230-1167 For the general purposes or other charitable purposes of the - $2,250 $2,250 organization (PC - Public Charity)
St. Hugo of the Hill Church 2215 Opdyke Rd Bloomfield Hil ls, MI 48304-2218 For the general purposes or other charitable purposes of the - $3,300 $3,300 organ i zation (PC - Public Charity)
St. James Episcopal Church 1205 West Franklin Street Richmond , VA 23220 For the general purposes or other charitable purposes of the - $5,000 $5,000 organization (PC - Public Charity)
St. John Catholic Church 600 N. Adelaide Street Fenton, MI 48430 For the general purposes or other charitable purposes of the - $150 $150 organization. (PC - Public Charity)
St. John Catholic Church 404 North Dayton Street Davison, MI 48423-1397 For the general purposes or other charitable purposes of the - $1,650 $1,650 organization. (PC - Public Charity)
St. Joseph Catholic Church 715 N. Lapeer Lake Orion , MI 48362 For the general purposes or other charitable purposes of the - $12,300 $12,300 organization (PC - Public Charity)
St. Jude Children ' s Research Hospital National Executive Office 501 St Jude Place Memphis, TN 38105-1942 For the general purposes or other charitable purposes of the - $900 $900 organization (PC - Public Charity)
Statement 20 - Page 134 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 40 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose Tax ( Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
St. Luke N.E.W. Life Center, Inc. 3115 Lawndale Flint, MI 48504 For the general purposes or other charitable purposes of the - $1,800 $1,800 - organization (PC - Public Charity)
St. Mary of the Hills 2675 John R Rochester Hills, MI 48307 For the general purposes or other charitable purposes of the - $9,000 $9,000 organization (PC - Public Charity)
St. Mary School 1351 58th Street Sacramento, CA 95819 For the general purposes or other charitable purposes of the - $8,000 $8,000 organization (PC - Public Charity)
St. Mary's Church 2500 N Franklin Avenue Flint , MI 48506 For the general purposes or other charitable purposes of the - $1, 200 $1,200 organization (PC - Public Charity)
St. Matthew ' s Parish 706 Beach Flint , MI 48502 For the general purposes or other charitable purposes of the - $6,975 $6,975 organization (PC - Public Charity)
St. Paul Catholic Church 111 North Howell Street Owosso, MI 48867 For the general purposes or other charitable purposes of the - $180 $180 organization (PC - Public Charity)
St. Paul Lutheran Church 402 S. Ballenger Highway Flmt, MI 48532 For the general purposes or other charitable purposes of the - $33,480 $33,480 organization (PC - Public Charity)
Statement 20 - Page 135 Charles Stewar ott Foundation Form 990PF EIN 38-1 7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose Tax ( Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
St. Paul on the Lake Catholic Church 157 Lakeshore Road Grosse Pointe Farms, MI 48236 For the general purposes or other charitable purposes of the - $3,000 $3,000 - organization (PC - Public Charity)
St. Peter Episcopal Church 1950 Trumbull Detroit , MI 48216 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
St. Philomena Parish 4281 Marseilles Detroit, MI 48224 For the general purposes or other charitable purposes of the - $3,600 $3,600 organization (PC - Public Charity)
St. Pius X Church G-3139 Hogarth Avenue Flint, MI 48532 For the general purposes or other charitable purposes of the - $3,450 $3,450 organization (PC - Public Charity)
St. Rafka Maronite Mission 32765 Lyndon St. Livonia, MI 48154 For the general purposes or other charitable purposes of the - $750 $750 organization. (PC - Public Charity)
St. Robert School 214E Henry Street Flushing, MI 48433 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
State of Michigan Department of Human Services PO Box 1628 Flint, MI 48501 For the general purposes or other charitable purposes of the - $1,845 $1,845 organization (GOV - Domestic or Foreign Government)
Statement 20 - Page 136 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
State Road Elementary Parent Teacher Organization Inc. 1161 State Rd. Fenton, MI 48430 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Step by Step Moldova Str. Puskin 16A - 3 Chisinau 2002 MOLDOVA To further extend the model of community schools in Moldova $150,000 $75,000 $75,000 (NC - Non-Charity Equivalent)
Steve Biko Foundation 11th Floor Braamfontein Centre, 23 Jorissen Street, Braamfontein Johannesburg 2001 SOUTH AFRICA To promote active citizenship and social action through arts and $120,000 $60,000 $60,000 culture, economic activity, and social development initiatives (PC - Public Charity Equivalent)
Steward Station, Ltd. 261 Perkins Road Topsfield , MA 01983 For the general purposes or other charitable purposes of the - $3,000 $3,000 - organization (PC - Public Charity)
Stichting BankTrack Vismarkt 15 6511 VJ Numegen NETHERLANDS To provide support for monitoring of international private bank $20,000 - $20,000 lending policies and projects. (PC - Public Charity Equivalent)
Stichting Samenwerkende Brancheorganisaties Filantropie Lange Voorhout 13, Postbus 556 2514EA Hague NETHERLANDS To strengthen and grow community foundations in the Netherlands $50,000 - $25,000 $25,000 (PF - Private Non-operating Foundation Equivalent)
Stockbridge Community Outreach PO Box 682 Stockbridge, MI 49285 For the general purposes or other charitable purposes of the $150 $150 organization (PC - Public Charity)
Statement 20 - Page 137 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
STOWARZYSZENIE IM. STANISLAWA BRZOZOWSKIEGO Ul. Foksal 16 00-372 Warsaw POLAND To support an organization that aims at i ntegrating civil society - $300,000 $150,000 $150,000 movements in the CentrallEastern Europe and Russia region (PC - Public Charity Equivalent)
Suncrest Auxiliary, Inc. 114 N Monroe St. Lapeer, MI 48446 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Susan G. Komen Breast Cancer Foundation 5005 LBJ Freeway, Suite 250 Dallas, TX 75244 For the general purposes or other charitable purposes of the - $360 $360 organization (PC - Public Charity)
Susan G. Komen Breast Cancer Foundation 125 North Washington Avenue Suite 260 Scranton, PA 18503 For the general purposes or other charitable purposes of the - $180 $180 organization (PC - Public Charity)
Swartz Creek Community Schools 8354 Cappy Lane Swartz Creek, MI 48473 For the general purposes or other charitable purposes of the - $2,250 $2,250 organization (GOV - Domestic or Foreign Government)
Swartz Creek High School 1 Dragon Drive Swartz Creek , MI 48473 For the general purposes or other charitable purposes of the - $13,575 $13,575 organization (PC - Public Charity)
Swartz Creek United Methodist Church 7400 Miller Road Swartz Creek , MI 48473 For the general purposes or other charitable purposes of the - $19,950 $19,950 organization (PC - Public Charity)
Statement 20 - Page 138 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Swartz Creek Youth Athletics Inc. 7137 Crosswinds Dr Swartz Creek, MI 48473 For the general purposes or other charitable purposes of the - $2,550 $2,550 - organization (PC - Public Charity)
Synergos Institute, Inc. 3 E. 54th Street New York, NY 10022-3108 To support an initiative to link people involved in global $70,000 - $70,000 - philanthropy with community philanthropy organizations in developing countries (PC - Public Charity)
Tapology, Inc. PO Box 5040 Flint , MI 48505 For the general purposes or other charitable purposes of the $4,500 $4,500 - organization (PC - Public Charity)
Technology Laboratory and Professional Development Center 23800 W. Chicago Street Redford, MI 48239 For the general purposes or other charitable purposes of the $675 $675 - organization. (PC - Public Charity)
TechSoup Global 435 Brannan Street , Suite 100 San Francisco , CA 94107-1780 To support the development of an online equivalency determination $100,000 - $100,000 service for international grantmaking (PC - Public Charity)
TechTown 440 Burroughs Detroit , MI 48202 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (PC - Public Charity)
Temple Shalom - Synagogue Center 74 Bradman Street Auburn, ME 04210 For the general purposes or other charitable purposes of the $360 $360 - organization (PC - Public Charity)
Statement 20 - Page 139 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Tenth Church of Christ, Scientist 113 3 S. Bundy Drive Los Angeles, CA 90049 For the general purposes or other charitable purposes of the - $23,000 $23,000 organization (PC - Public Charity)
Texas Tech Foundation, Inc. Office of Development PO Box 45025 Lubbock, TX 79409-5025 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
The College of William and Mary Office of Gift Accounting PO Box 1693 Williamsburg, VA 23187 For the general purposes or other charitable purposes of the - $15,000 $15,000 organization (PC - Public Charity)
The Community Development Foundation Western Cape 305 Vincent House, Wynberg Mews, Brodie Road, Wynberg Cape Town 7800 SOUTH AFRICA To support a grantmaking community development foundation that - $150,000 $75,000 $75,000 supports community-led programs and develops leadership at community level (PF - Private Non-operating Foundation Equivalent)
The Conservation Fund 1655 Fort Myer Drive, Suite 1300 Arlington , VA 22209-3199 To support projects that protect the Saginaw Bay watershed and - $150,000 - $ 150,000 offer environmental , economic, and social benefits to the region (PC - Public Charity)
The Funding Network 16 Lincoln' s Inn Fields London WC2A 3ED UNITED KINGDOM To support an organization working on individual philanthropy $50,000 - $25,000 $25,000 development in CEE(Russia (PC - Public Charity Equivalent)
Statement 20 - Page 140 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid (Tax Purpose Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
The Graduate Center Foundation, Inc. City University of New York 365 Fifth Avenue Ste 9113 New York, NY 10016 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (PC - Public Charity)
The Great Marco Family YMCA Inc. 101 Sandhill Street Marco Island, FL 34145 For the general purposes or other charitable purposes of the $20,500 $20,500 - organization (PC - Public Charity)
The Hill School 717 E. High Street Pottstown, PA 19464-5791 For the general purposes or other charitable purposes of the $21,000 $21,000 - organization (PC - Public Charity)
The Manna Project Inc. 8791 McBride Park Court Harbor Springs, MI 49740 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization (PC - Public Charity)
The Principia Corporation 13201 Clayton Road St Louis, MO 63131-1099 For the general purposes or other charitable purposes of the - $6,000 $6,000 - organization (PC - Public Charity)
The Refuge Homeless Shelter of Lapeer County PO Box 1435 Lapeer, MI 48446 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
The Regents of the University of California One Shields Avenue Davis, CA 95616-5270 To support a statewide afterschool network to ensure the $225,000 - $225,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (GOV - Domestic or Foreign Government)
Statement 20 - Page 141 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
The Regional Public Organization " Volunteer Service of N. Novgorod" Piskunova st. 27, 3rd Floor Nizhni Novgorod 603005 RUSSIA To promote civic engagement and the mobilization of community $25,000 - - $25,000 resources in Russia through volunteerism (PC - Public Charity Equivalent)
The Ukrainian National Foundation Inc PO Box 280 2200 Route 10 Parsippany, NJ 07054-0280 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Thello Orphanage International 6250 Pinewood Dr. Clarkston , MI 48346 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Theosophical Society in Detroit 27745 Woodward Avenue Berkley, MI 48072 For the general purposes or other charitable purposes of the - $300 $300 - organization (PC - Public Charity)
Third Sector Foundation of Turkey Bankalar Cad . Minerva Han No 2 Kat 5 34420 Karakoy TURKEY To strengthen the infrastructure for philanthropy in Turkey $50,000 $45,000 $95,000 - (PC - Public Charity Equivalent)
Third World Network Berhad 131 Jalan Macalister 10400 Penang MALAYSIA To support policy analysis and research for developing country $50,000 - $50,000 - governments and nongovernmental organizations in international climate change negotiations , with a particular focus on climate finance (PC - Public Charity Equivalent)
Statement 20 - Page 142 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Tides Center 1014 Torrey Avenue San Francisco, CA 94129-1755 To support networking and sharing of experiences among $50,000 - $50,000 grantmakers working in Africa (PC - Public Charity)
In support of leadership development efforts of a national network $40,000 - $40,000 of young professionals in philanthropy (PC - Public Charity)
Tikkun Ground Floor, Eastwood, 57 Sixth Road , Hyde Park Johannesburg 2196 SOUTH AFRICA To strengthen an indigenous grantmaker that works to help - $150 , 000 $75,000 $75,000 disadvantaged communities become self-sufficient (PC - Public Charity Equivalent)
Tip of the Mitt Junior Golf Association PO Box 613 Harbor Springs, MI 49740 For the general purposes or other charitable purposes of the - $5,000 $5,000 organization (PC - Public Charity)
Tip of the Mitt Watershed Council 426 Bay Street Petoskey , MI 49770-2428 For the general purposes or other charitable purposes of the - $3,750 $3,750 organization (PC - Public Chat ity)
Top of Michigan Trails Council Inc. 445 East Mitchell Street Petoskey , MI 49770 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
Topluin Gonulluleri Vakfi Hobyar Mah. Asir Efendi Cad No: 20 Ankara-Konya Han Kat 4 Eminonu 341 12 Istanbul TURKEY To encourage youth engagement in community development and $50,000 - $50,000 stimulate local philanthropy in Turkey (PC - Public Chas ity Equivalent)
Statement 20 - Page 143 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Topsfield Athletic Association, Inc. 31 Kinsman Ln Topsfield, MA 01983 For the general purposes or other charitable purposes of the - $10,000 $10,000 - organization (PC - Public Charity)
Topsfield Educational Foundation for the Elementary Schools Inc. 261 Perkins Row Topsfield, MA 01983 For the general purposes or other charitable purposes of the $10,000 $10,000 organization (PC - Public Charity)
Topsfield Town Library One South Common Street Topsfield, MA 01983 For the general purposes or other charitable purposes of the $3,000 $3,000 - organization (GOV - Domestic or Foreign Government)
Trinity Episcopal Church 901 Dakota Ave PO Box 428 Gladstone, MI 49837 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Trust for Community Outreach and Education 36 Durban Road , Mowbray Cape Town 7700 SOUTH AFRICA To build leadership capacity and connect rural communities with $50,000 - $50,000 local government structures and advocate for accountability and improved delivery of basic services by local governments. (PC - Public Charity Equivalent)
Trustees for Harvard University Cambridge, MA 02138-3800 To support a project developed to build and support connections in $10,000 - - $10,000 afterschool research, practices and policies (PC - Public Charity)
Trustees of Boston University One Silber Way Boston , MA 02215-1700 To support research and outreach on the environmental impacts of $200,000 $106,000 $94,000 Chinese investments in developing countries. (PC - Public Charity)
Statement 20 - Page 144 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Trustees of Columbia University in the City of New York Office of External Relations 33 West 60th Street 7th Floor New York, NY 10023-7905 For the general purposes or other charitable purposes of the $1,050 $1,050 - organization (PC - Public Charity)
Trustees of Columbia University in the City of New York 2960 Broadway New York, NY 10027-6902 To foster a comprehensive approach by state attorneys general for $20,000 - $20,000 - protecting charitable assets and ensuring their best use in the public interest (PC - Public Charity)
Trustees of the Smith College 33 Elm Street Northampton , MA 01063 For the general purposes or other charitable purposes of the $7,500 $7,500 - organization (PC - Public Charity)
Trustees of Tufts College Medford, MA 02155-5555 To support research on the impacts of Brazilian and Chinese $75,000 $75,000 - economic growth and investments on South America (PC - Public Charity)
Truth , Justice and Memory Studies Association Cumhuriyet Caddesi, No 40/8 34367 Elmadag Istanbul TURKEY To strengthen the role of nonprofits in Turkey in promoting civic $140,000 $70,000 $70,000 engagement on issues ofjustice and accountability. (PF - Private Non-operating Foundation Equivalent)
Tryon Presbyterian Church 430 Harmon Field Road Tryon, NC 28782 For the general purposes or other charitable purposes of the $1,725 $1,725 - organization (PC - Public Charity)
U.S.-Mexico Border Philanthropy Partnership 2508 Historic Decatur Road , Suite 130 San Diego, CA 92106-6138 To support a network ofphilanthropic organizations and $40,000 $200,000 $115,000 $125,000 individuals whose aim is to improve the quality of life along the U S -Mexico border (PC - Public Charity)
Statement 20 - Page 145 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
UK Community Foundations 12 Angel Gate, 320-326 City Road London EC IV 2PT UNITED KINGDOM To support a membership organization of community foundations in - $280,000 $40,000 $240,000 the United Kingdom (PC - Public Charity Equivalent)
Ukrainian American Freedom Foundation Inc PO Box 255 New York, NY 10276 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Ukrainian Association of public organizations " Ukrainian Helsinki Human Rights Union" 3/34 Frolivska St , 3rd Floor 04070 Kyiv UKRAINE To engage with active citizens and nonprofit groups to strengthen - $100,000 $75,000 $25,000 the protection offundamental rights and freedoms in Ukraine (PC - Public Charity Equivalent)
Ukrainian Catholic Education Foundation 2247 West Chicago Avenue Chicago , IL 60622 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Ukrainian Museum 222 East 6th Street New York, NY 10003-8201 For the general purposes or other charitable purposes of the - $450 $450 organization (PC - Public Charity)
Ukrainian Museum Archive, Inc. 1202 Kenilworth Avenue Cleveland , OH 44113 For the general purposes or other charitable purposes of the - $750 $750 organization (PC - Public Charity)
'Ukrainian Philanthropists Forum ' Charity Organisation 18, Illinska str., office 1 04070 Kyiv UKRAINE To strengthen organized philanthropy in Ukraine $40,000 - $40,000 (PC - Public Charity Equivalent)
Statement 20 - Page 146 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Ukrainian Step by Step Foundation 9, Pushkinska str. 01034 Kyiv UKRAINE To further extend and embed the model of community schools in $50,000 - - $50,000 Ukraine. (PC - Public Charity Equivalent)
Ukrainian - American Archives and Museum, Inc. 11756 Charest Street Detroit , MI 48212 For the general purposes or other charitable purposes of the $195 $195 - organization (PC - Public Charity)
Umtapo Centre 103 Wheeler House, 44 Linze Road , Stamfordhill Durban 4001 SOUTH AFRICA To promote peace, human rights and antiracism by empowering $25,000 - $25,000 - youth and communities on human rights issues (PC - Public Charity Equivalent)
Unbound 1 Elmwood Ave. Kansas City, KS 66103 For the general purposes or other charitable purposes of the $1,080 $1,080 - organization (PC - Public Charity)
Union for Reform Judaism 633 Third Avenue 7th Floor New York, NY 10017-6778 For the general purposes or other charitable purposes of the $150 $150 - organization. (PC - Public Charity)
United Baptist Christian Church PO Box 1134 Lewiston , NY 14092 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
United Methodist Church of the Dunes 717 Sheldon Road Grand Haven , MI 49417 For the general purposes or other charitable purposes of the $14,040 $14,040 - organization (PC - Public Charity)
Statement 20 - Page 147 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
United Methodist Foundation of Michigan PO Box 6247 Grand Rapids, MI 49516-6247 For the general purposes or other charitable purposes of the - $25,500 $25,500 - organization. (PC - Public Charity)
United Service Organizations, Inc. 2111 Wilson Boulevard Suite 1200 Arlington, VA 22201 For the general purposes or other charitable purposes of the $1,200 $1,200 - organization. (PC - Public Charity)
United States Holocaust Memorial Council 100 Raoul Wallenberg Place SW Washington , DC 20024 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
United Way for Southeastern Michigan 660 Woodward Avenue Suite 300 Detroit, MI 48226 For the general purposes or other charitable purposes of the $18,000 $18,000 - organization (PC - Public Charity)
United Way of Genesee County 111 E. Court Street, Suite 3A Flint , MI 48502-1649 To support Genesee County nonprofits with capacity building and $220,000 $220,000 - professional development support (PC - Public Charity)
To support the organization 's programming as they transition to $250,000 $250,000 - alignment with the national priorities of education, health, income security and basic needs (PC - Public Charity)
To provide partial support for a community resource that assists $350,000 $50,000 $300,000 public, private , and nonprofit organizations in successfully attracting and utilizing federal and state funding for the Flint area (PC - Public Charity)
To support the relocation of the organization's offices to a space - $110,000 $110,000 - that will accommodate current staffing and increase public access (PC - Public Charity)
Statement 20 - Page 148 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
For the general purposes or other charitable purposes of the $27,956 $27,956 organization (PC - Public Charity)
United Way of Greater Atlanta, Inc. 100 Edgewood Avenue, NE Atlanta, GA 30303-3026 To support a statewide afterschool network as a vehicle for bringing $50,000 $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school-based/school-linked afterschool initiatives (PC - Public Charity)
United Way of Lapeer County, Inc. 3333 John Conley Dr. Lapeer, MI 48446 For the general purposes or other charitable purposes of the $5,000 $5,000 organization (PC - Public Charity)
United Way of Mid Coast Maine 34 Wing Farm Parkway #201 Bath , ME 04530-1515 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
United Way of Rhode Island, Inc. 50 Valley Street Providence , RI 02909-2459 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
United Ways of Tennessee 209 Gothic Court, Suite 107 Franklin , TN 37067-28 10 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school- linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
Statement 20 - Page 149 Charles Stewar ott Foundation Form 990PF EIN 38-1 W27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31, 2013 Grants Payments Dec. 31, 2014
United Ways of Texas 812 San Antonio, Suite 101 Austin, TX 78701-2224 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
Universal Aid for Children, Inc. 1350 E. Sunrise Blvd Suite 126 Fort Lauderdale , FL 33304 For the general purposes or other charitable purposes of the $600 $600 - organization (PC - Public Charity)
University Foundation at Sacramento State 6000 J Street Sacramento , CA 95819-6026 For the general purposes or other charitable purposes of the $15,000 $15,000 - organization (PC - Public Charity)
University of Arkansas at Pine Bluff 1200 N. University Drive, Mail Slot 4929 Pine Bluff, AR 71601 For the general purposes or other charitable purposes of the $35,000 $35,000 - organization (GOV - Domestic or Foreign Government)
University of California, Los Angeles Foundation 10920 Wilshire Boulevard 11th Floor Los Angeles, CA 90024 For the general purposes or other charitable purposes of the $3,000 $3,000 - organization. (PC - Public Charity)
University of Chicago 5235 S. Harper Court Suite 450 Chicago, IL 60615 For the general purposes or other charitable purposes of the $6,000 $6,000 - organization (PC - Public Charity)
Statement 20 - Page 150 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
University of Delaware 104 Hullihen Hall Newark, DE 19716-0099 To support the development of a statewide afterschool network to $15,000 $15,000 focus on policy, funding for growth and sustainabthty and to assist in creating high quality afterschool programs to improve outcomes for children and youth (GOV - Domestic or Foreign Government)
University of Detroit Jesuit High School and Academy 8400 South Cambridge Detroit, MI 48221-1699 For the general purposes or other charitable purposes of the $4,500 $4,500 organization. (PC - Public Charity)
University of Detroit Mercy 4001 W. McNichols Road Detroit , MI 48221-3038 For the general purposes or other charitable purposes of the $750 $750 organization (PC - Public Charity)
University of Fort Hare Private Bag X1314 King William 's Town Road Alice 5700 SOUTH AFRICA To empower women and young people to enhance their skills so that $50,000 - $50,000 they can become self-reliant and self-sufficient, and to raise awareness on human rights and how people can engage as active citizens (PC - Public Charity Equivalent)
University of Hawaii 2444 Dole Street Honolulu, HI 96822-2399 To support a statewide afterschool network to ensure the $225,000 - $225,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (GOV - Domestic or Foreign Government)
University of Kansas Center for Research, Inc. Youngberg Hall, 2385 Irving Hill Road Lawrence, KS 66045-7563 To support a statewide afterschool network to ensure the $225,000 $75 ,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (PC - Public Charity)
Statement 20 - Page 151 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To research the relationship between education savings (and $50,000 $200,000 $150,000 $100,000 savings more generally ) and educational outcomes, including high school graduation and college attendance and completion (PC - Public Charity)
University of KwaZulu-Natal King George V Avenue, Glenwood Durban 4041 SOUTH AFRICA To support a center created to promote the study of the nonprofit $150,000 $75,000 $75,000 sector (PC - Public Charity Equivalent)
University of Louisville Foundation Inc. 220 Abraham Flexner Way 15th Floor Louisville, KY 40220 For the general purposes or other charitable purposes of the $10,000 $10,000 - organi zation. (PC - Public Charity)
University of Michigan - Dearborn Dearborn, MI 48128 For the general purposes or other charitable purposes of the $5,000 $5,000 - organization (GOV - Domestic or Foreign Government)
University of Southern Maine 96 Falmouth Street Portland, ME 04103-4864 To support a statewide afterschool network to ensure the $225,000 $75,000 $150,000 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth (GOV - Domestic or Foreign Government)
University of the Western Cape Modderdam Road , Bellville Cape Town 7535 SOUTH AFRICA To promote good governance , socto-economic development , and the $25,000 $25,000 rights of vulnerable groups through research and advocacy to strengthen local government structures (PC - Public Charity Equivalent)
University of Wisconsin -Madison 500 Lincoln Drive Madison, WI 53706-1380 To research and pilot a program to help Great Lakes state $75,000 $75,000 transportation agencies and city managers coordinate stormwater management decisions to reduce costs and offer increased environmental and social benefits (GOV - Domestic or Foreign Government)
Statement 20 - Page 152 Charles Stewar ott Foundation 10 Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Urban Institute 2100 M Street NW Washington, DC 20037-1264 To produce timely analyses of tax and related spending issues, and $20,000 $200,000 $20,000 $200,000 communicate those analyses to the public, policymakers, and the media in a timely and innovative fashion (PC - Public Charity)
To support an institution that provides and organizes - $120,000 $60,000 $60,000 comprehensive and issue-based research and analysis of the nonprofit sector (PC - Public Charity)
Urgewald Von Galen Straf3e 4 48336 Sassenberg GERMANY To support efforts to establish strong, binding environmental and - $250,000 $125,000 $125,000 social standards for international financial institutions. (PC - Public Charity Equivalent)
Uruguayan Study Center of Appropriate Technologies Santiago de Chile 1183 11200 Montevideo URUGUAY To research and analyze the impacts of investment and integration - $ 250,000 $125,000 $125,000 policies on the environment in South America and develop environmentally sustainable alternatives (PF - Private Non-operating Foundation Equivalent)
USAFA Endowment, Inc. 3116 Academy Drive Suite 200 USAF Academy, CO 80840 For the general purposes or other charitable purposes of the - $300 $300 organization. (PC - Public Charity)
US-Ukraine Foundation 1660 L Street NW Suite 1000 Washington, DC 20036-5634 For the general purposes or other charitable purposes of the - $600 $600 organization (PC - Public Charity)
Utah Afterschool Network 254 S 600 East, Suite 200 Salt Lake City, UT 84102-2092 To support a statewide afterschool network in developing high $25,000 - $25,000 quality school-basedlschool-linked afterschool opportunities (PC - Public Charity)
Statement 20 - Page 153 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 go Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Uthungulu Community Foundation ZCBF Community Park, NGO Office Park South Central Arterial, Alton Richards Bay 3900 SOUTH AFRICA To support a community foundation that serves the Uthungulu $50,000 - $50,000 region of KwaZulu-Natal by providing technical assistance and grants to community based organizations (PF - Private Non-operating Foundation Equivalent)
Veterans of Foreign Wars Foundation 406 W 34th St. Kansas City , MO 64111 For the general purposes or other charitable purposes of the $525 $525 organization. (PC - Public Charity)
Viewpoint Educational Foundation 23620 Mulholland Highway Calabasas , CA 91302 For the general purposes or other charitable purposes of the $3,000 $3,000 - organization (PC - Public Charity)
Village Information Center, Inc. 720 E. Second Street Flint , MI 48503-1950 To support a local nonprofit magazine 's staffing needs and $79,000 - $79,000 technology upgrades (PC - Public Charity)
Virginia Child Care Resource and Referral Network 302 Turner Road, Suite D Richmond, VA 23225-6433 To support a statewide afterschool network as a vehicle for bringing $100,000 - $50,000 $50,000 together influential stakeholders interested in pursuing policies that support high quality school-basedlschool-linked afterschool initiatives (PC - Public Charity)
Virginia Foundation for Independent Colleges 8010 Ridge Place Suite B Richmond , VA 23229 For the general purposes or other charitable purposes of the $10,750 $10,750 organization (PC - Public Charity)
Statement 20 - Page 154 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Virginia Historical Society P 0 Box 7311 Richmond, VA 23221-0311 For the general purposes or other charitable purposes of the $750 $750 - organization (PC - Public Charity)
Virginia Museum of Fine Arts Foundation 200 N Boulevard Richmond, VA 23220-4007 For the general purposes or other charitable purposes of the $750 $750 - organization (PC - Public Charity)
Vivian Beaumont Theater Inc. 150 West 65th Street New York, NY 10023 For the general purposes or other charitable purposes of the $7,500 $7,500 - organization (PC - Public Charity)
Voices for Illinois Children 208 S. LaSalle Street, Suite 1490 Chicago, IL 60604-1 1 20 To support a statewide afterschool network to ensure the $112,500 $75,000 $37,500 availability and expansion of school-linked quality afterschool and expanded learning opportunities that meet the needs of underserved youth. (PC - Public Charity)
W.I.N. Ministries PO Box 530044 Harlingen, TX 78553 For the general purposes or other charitable purposes of the $15,900 $15,900 - organization (PC - Public Charity)
Washington University One Brookings Drive St. Louis, MO 63130-4899 To support and strengthen the infrastructure for the development $12,016 - $12,016 - and/or reform of asset-building policies (PC - Public Charity)
Water Access Volunteer Effort Fund 2990 W. Grand Glvd Suite 310 Detroit, MI 48202 For the general purposes or other charitable purposes of the $300 $300 - organization (PC - Public Charity)
Statement 20 - Page 155 Charles Stewar ott Foundation Form 990PF EIN 38-1 *7 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
Waves for Development International Inc. 2915 SW 118th Ave. Beaverton, OR 97005 For the general purposes or other charitable purposes of the - $600 $600 - organization. (PC - Public Charity)
Wayne State University Detroit, MI 48202-4095 For the general purposes or other charitable purposes of the - $5,375 $5,375 organization. (GOV - Domestic or Foreign Government)
West Coast Community Foundation 41 Hugenote Street, Malmesbury Cape Town 7300 SOUTH AFRICA To support a community foundation created to serve the West Coast $25,000 - $25,000 region of the Western Cape (PC - Public Charity Equivalent)
West Michigan Symphony 360 W Western Avenue Suite 220 Muskegon, MI 49440 For the general purposes or other charitable purposes of the - $960 $960 organization (PC - Public Charity)
West Virginia University Research Corporation 886 Chestnut Ridge Road, Morgantown , WV 26506-6845 To support a statewide afterschool network as a vehicle for bringing $25 ,000 - $25,000 together influential stakeholders interested in pursuing policies that support high quality school - based/school-linked afterschool initiatives (SO I - Type I Supporting Organization)
Western Michigan University Foundation 1903 W. Michigan Ave Kalamazoo , MI 49008-5403 For the general purposes or other charitable purposes of the - $ 810 $810 organization (PC - Public Charity)
White Pine Community United Methodist Church PO Box 158 9 Tamarack White Pine, MI 49971 For the general purposes or other charitable purposes of the - $375 $375 organization (PC - Public Charity)
Statement 20 - Page 156 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Wikimedia Foundation PO Box 98204 Washington, DC 20090 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Wild Salmon Center 721 NW Ninth Avenue, Suite 300 Portland, OR 97209-3446 To promote public participation in decision making in order to $40,000 $201,000 $140,500 $100,500 maximize local benefits from resource exploitation (PC - Public Charity)
Wilderness Society 1615 M Street NW Washington, DC 20036 For the general purposes or other charitable purposes of the $150 $150 - organization (PC - Public Charity)
Wildwood Elementary School 12201 Washington Place Los Angeles, CA 90066 For the general purposes or other charitable purposes of the $6,000 $6,000 - organization (PC - Public Charity)
William Beaumont Hospital 3711 West 13 Mile Road Royal Oak, MI 48073-6769 For the general purposes or other charitable purposes of the $1,500 $1,500 - organization (PC - Public Charity)
Women in Black Jug Bogdanova 18 11000 Belgrade SERBIA To promote transitional justice and the value of human rights and $25,000 - $25,000 - accountability in Serbia and the Balkan region (NC - Non-Charity Equivalent)
Women's Center of Greater Lansing 1710 - 1712E Michigan Avenue Lansing, MI 48912-2825 For the general purposes or other charitable purposes of the $900 $900 - organization (PC - Public Charity)
Statement 20 - Page 157 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Women' s Hope , Education and Training (WHEAT) Trust 4 Devonshire Court, 20 Devonshire Road, Wynberg Cape Town 7800 SOUTH AFRICA To support women-led community organizations that empower $60,000 - $60,000 - communities on issues such as gender equality, economic empowerment, life skills, and health and wellness (PC - Public Charity Equivalent)
Women ' s Resource Center of Northern Michigan, Inc. 423 Porter Street Petoskey, MI 49770 For the general purposes or other charitable purposes of the - $5,375 $5,375 - organization (PC - Public Charity)
Wonderwork Inc. 420 Fifth Avenue New York, NY 10018 For the general purposes or other charitable purposes of the - $225 $225 - organization (PC - Public Charity)
Woodland Park Academy 2083 E. Grand Blanc Rd. Grand Blanc, MI 48439 For the general purposes or other charitable purposes of the - $600 $600 - organization (PC - Public Charity)
Word of Faith Christian Center Church 20000 W. Nine Mile Road Southfield, MI 48075-5597 For the general purposes or other charitable purposes of the - $375 $375 - organization (PC - Public Charity)
Workshop for Civic Initiatives Foundation 7, Enos Str., fl.6 ap 9 1408 Sofia BULGARIA To support an organization working to develop local communities $40,000 - $40,000 - and grassroots civil society in Bulgaria (PC - Public Charity Equivalent)
To support the development of local philanthropy and community $100,000 - $100,000 - foundations in Bulgaria (PC - Public Charity Equivalent)
To support an indigenous grantmaker with a mission to develop $243,000 - $158 , 835 $84,165 civil society and philanthropy in Bulgaria (PC - Public Charity Equivalent)
Statement 20 - Page 158 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status ) Dec. 31 , 2013 Grants Payments Dec. 31, 2014
World Affairs Council of Northern California 312 Sutter Street, Suite 200 San Francisco, CA 94108-4311 To support an initiative to promote and expand international - $50,000 $25,000 $25,000 philanthropy (PC - Public Charity)
World Vision, Inc. 34834 Weyerhauser Way South PO Box 9716 Federal Way, WA 98063 For the general purposes or other charitable purposes of the $13,800 $13,800 - organization (PC - Public Charity)
World Wildlife Fund, Inc. 1250 Twenty-Fourth Street NW Washington , DC 20090-7180 For the general purposes or other charitable purposes of the $1,200 $1,200 - organization (PC - Public Charity)
Worldwide Initiatives for Grantmaker Support Av. 9 de Julho, 5143 - cj 61 Sao Paulo 01407-200 BRAZIL To support opportunities for grantmaker associations and support $50,000 $15,000 $65,000 organizations to learn from each other and collaborate to strengthen philanthropy worldwide (PC - Public Charity)
Wounded Warrior Project Inc. 4899 Belfort Road Suite 300 Jacksonville , FL 32256 For the general purposes or other charitable purposes of the $2,100 $2,100 - organization (PC - Public Charity)
WSOS Community Action 109 South Front St PO Box 590 Fremont, OH 43420-3021 For the general purposes or other charitable purposes of the $4,350 $4,350 organization (PC - Public Charity)
Statement 20 - Page 159 Charles Stewar ott Foundation Form 990PF EIN 38-12'W-27 0 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Wyoming Community Foundation 933 Main Street, Suite 7 Lander, WY 82520-3041 To support a statewide afterschool network as a vehicle for bringing $50,000 - $25,000 $25,000 together influential stakeholders interested in pursuing policies that support high quality school- basedlschool-linked afterschool initiatives (PC - Public Charity)
Yad Ezra Inc. 2850 W 11 Mile Road Berkley, MI 48072 For the general purposes or other charitable purposes of the - $150 $150 organization (PC - Public Charity)
Yale University PO Box 803 New Haven, CT 06503-0803 For the general purposes or other charitable purposes of the - $5,000 $5,000 - organization (PC - Public Charity)
YAYLA (GOLA) CULTURE ARTS AND ECOLOGY ASSOCIATION Atif Yilmaz Cad No 8/Kat 3, Beyoglu Istanbul TURKEY The project goal is to strengthen civic engagement and community $55,000 $40,000 $15,000 development in the Eastern Black Sea region of Turkey (NC - Non-Charity Equivalent)
Young Men ' s Christian Association of Flint 411 E. Third Street Flint, MI 48503 For the general purposes or other charitable purposes of the $5,000 $5,000 organization (PC - Public Charity)
Young Women ' s Christian Association of Greater Flint 310 E. Third Street Flint, MI 48502-1711 For the general purposes or other charitable purposes of the $1,800 $1,800 organization (PC - Public Charity)
Youth and Community Fund of Genesee County, Inc. PO Box 1 141 Fenton, MI 48430 For the general purposes or other charitable put-poses of the $20,400 $20,400 - organization (PC - Public Charity)
Statement 20 - Page 160 Charles Stewar ott Foundation Form 990PF EIN 38-1 27 • Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
Youth Communication Center - Banja Luka Lazancka 2 78 000 Banda Luka BOSNIA and HERZEGOVINA To support an organization created to promote conflict resolution - $80,000 $40,000 $40,000 and community-organizing techniques among young people in Bosnia and Herzegovina (PC - Public Charity Equivalent)
Youth Connection Charter School 10 W. 35th Street, Suite 11F4-2 Chicago, IL 60616-3717 To support an effort to accelerate the progress of off-track students $275,000 $150,000 $125,000 toward graduation, postsecondary matriculation, credentialing, and career track. (PC - Public Charity)
Youth Initiative for Human Rights Dzordza Vasingtona 26/16 11000 Belgrade SERBIA To support an organization working to engage the public, and $70,000 - $70,000 young people in particular, in addressing the past in order to strengthen rule of law, accountability and reconciliation in Serbia and the Western Balkans (PC - Public Charity Equivalent)
Youth Initiative for Human Rights Arnoldova 1 Zagreb 10000 CROATIA To engage young people in decisionmaking processes in order to $34,500 - $34,500 - promote and strengthen the rule of law, accountability, and transitional justice in Croatia and the Western Balkan region (PC - Public Charity Equivalent)
Youth Initiative for Human Rights in Bosnia and Herzegovina Mula Mustafe Baseskije 8/4 71000 Sarajevo BOSNIA and HERZEGOVINA To support an organization promoting youth engagement and $100,000 $50,000 $50,000 activism on human rights and other development issues in Bosnia and Herzegovina (PC - Public Charity Equivalent)
YouthBuild USA, Inc. 58 Day Street Somerville, MA 02144-2800 To align education strategies with sectoral workforce preparation $200,000 $200,000 strategies (PC - Public Charity)
Statement 20 - Page 161 Charles Stewar ott Foundation Form 990PF EIN 38-1 -27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To increase levels of youth civic participation and initiative for $10,000 $50,000 $50,000 $10,000 positive social action in Southeast Europe (PC - Public Charity)
Ypsilanti Meals on Wheels 1110 W Cross Street Ypsilanti, M148197 For the general purposes or other charitable purposes of the - $300 $300 organization (PC - Public Charity)
Zajecar Initiative 7. Septembra 2 Zajecar 19 000 SERBIA To support an organization that promotes effective civic - $80,000 $40,000 $40,000 engagement and participatory community development in eastern Serbia (PC - Public Charity Equivalent)
Zing Foundation 330 W. 38th Street, Suite 505 New York, NY 10018-8639 To support the development of individual philanthropy in Southeast $23,200 $100,000 $123,200 - Europe (PC - Public Charity)
Foundation - Administered Projects/Direct Charitable Activities To convene meetings to review Mott's Intermediary Support $950 - $950 - Organization program
To strengthen relationships between Michigan's foundation - $115,262 $115,262 - community and state government
To provide technical assistance for the revitalization of downtown - $120,000 $120,000 - Flint
To enhance the Foundation's core investments in budget and tax $4,674 $59,926 $54,165 $10,435 policy, primarily through education, evaluation, and networking projects
To support grantee convenings to discuss coordinated strategies $8,515 $32,497 $35,055 $5,957 around global financial issues
To support the development of the community foundation field in - $161,029 $161,029 - CEEIRussia
To provide technical assistance and bring together practitioners $622 - $622 - and others interested in developing philanthropy in the countries of South-East Europe
To explore ways of stimulating and developing community $11,635 - $11,635 - philanthropy as a means of contributing to the sustainability of civil society and of supporting the effectiveness of development aid
Statement 20 - Page 162 Charles Stewar ott Foundation • Form 990PF EIN 38-1 27 Part XV - Grants and Payments
Recipient and Address Unpaid Unpaid Purpose (Tax Status) Dec. 31, 2013 Grants Payments Dec. 31, 2014
To continue to meet the immediate needs of the Statewide - $84,996 $84,996 - Afterschool Networks and to identify the best system of support to ensure that all networks receive the assistance and attention they need to be successful and sustainable
To support grantees and other nonprofits to convene and network - $76,235 $73,940 $2,295 on issues of common interest and to build their capacity to do their work better
To provide technical assistance to the Statewide Afterschool - $135,000 $135,000 - Networks in the areas of afterschool policy, practice, and sustainability.
To share decades of experience in supporting community foundation - $142,332 $140,082 $2,250 development both in the U S and around the world.
To support data collection and analysis of community benefit from $1,000 - $1,000 - local arts institutions
To provide technical support on education community wide $264,037 $760,000 $656,430 $367,607
TOTALS: All Grants $ 10,552,528 $101,365,342 $72,899,255 $39,018,615
Statement 20 - Page 163 Charles Stewart lot Foundation Form 990PF EIN 38-1211227 Part XV - Grants and Payments
(1) Centre for Community Justice and Development (see statement 20 - page 26) Renewal grant support was approved in 2014, but payment was not made until 2015
(2) Fowler Hoffman (see statement 20 - page 55) Renewal grant support was approved in 2014, but payment was not made until 2015
(3) Global Fund for Community Foundations (see statement 20 - page 60) Renewal grant support was approved in 2014, but the first payment was not made until 2015.
(4) Productive Initiatives Development Society (see statement 20 - page 117) Grant support was approved in 2014, but the first payment was not made until 2015
(5) Public Profit (see statement 20 - page 118) Grant support was approved in 2014, but the first payment was not made until 2015.
(6) Rural Legal Trust (see statement 20 - page 122) Renewal grant support was approved in 2014, but the first payment was not made until 2015
(7) Social Justice Initiative NPC (see statement 20 - page 129) Grant support was approved in 2014, but payment was not made until 2015
Statement 20 - Page 164 . CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
"Civil Action" Foundation Ekaterimnskaya 120a Perm 614000 RUSSIA
2. Date and amount of grant (2005-00146.05).
June 27, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made
To strengthen the capacity of local civic groups to promote positive change in their communities.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 1 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-121 1227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
"Foundation Catalyst" Cvijiceva 109a Belgrade 11000 SERBIA
2. Date and amount of grant (2013-00792):
March 14, 2014 $ 90,000 Total Paid $ 90,000
3. Purpose for which grant was made-
To strengthen the field of philanthropy in the Western Balkans.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee.
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 2 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
,,Civic alliance" Studentska ulica, lamella IX, stan 5 81000 Podgorica MONTENEGRO
2. Date and amount of grant (20 1 1-0098 1):
October 5, 2012 $ 35,000 June 14, 2013 $ 35,000 Total Paid $ 70,000
3. Purpose for which grant was made:
To increase and enhance civic participation in the development of local communities in Montenegro
4. Amount expended:
December 31, 2012 $ 15,932 December 31, 2013 $ 25,150 June 30, 2014 $ 28,918 Total $ 70,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
July 31, 2014
7 Date of venfication of grantee report:
Grantee report reviewed September 15, 2014. Additional verification considered unnecessary
Statement 21 - Page 3 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
,,Civic alliance" Studentska ulica , lamella IX, stan 5 81000 Podgorica MONTENEGRO
2. Date and amount of grant (2011 -00981.01):
September 19, 2014 $ 35,000 Total Paid $ 35,000
3. Purpose for which grant was made:
To increase and enhance civic participation in the development of local communities in Montenegro.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 4 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
AGORA Platform: Active Communities for Development Alternatives 43 Totleben Blvd. 1606 Sofia BULGARIA
2. Date and amount of grant (2008-00803.01):
January 7, 2011 $ 40,000 April 13, 2012 $ 40,000 March 15, 2013 $ 40,000 Total Paid $ 120,000
3. Purpose for which grant was made:
To support the development of local communities and grassroots organizations in Bulgaria.
4. Amount expended:
December 31, 2011 $ 40,000 December 31, 2012 $ 40,000 December 31, 2013 $ 40,000 Total $ 120,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
January 29, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 13, 2014. Additional verification considered unnecessary
Statement 21 - Page 5 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Amplify Education, Inc. 55 Washington Street , Suite 900 Brooklyn , NY 11201-1071
2. Date and amount of grant (2009-01107.01)
December 17, 2012 $ 400,000 Total Paid $ 400,000
3. Purpose for which grant was made:
To develop a technology system to support data-driven accountability for student performance in afterschool programs. 4. Amount expended:
December 31, 2013 $ 171,965 Total $ 171,965
5 Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee
7 Date of verification of grantee report:
N/A
Statement 21 - Page 6 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
ANADOLU KULTUR SANAT TANITIM ILETISIM YAYIN BILGISAYAR EGITIM DANISMANLIK HIZ ANONIM SIRKETI Cumhuriyet Cad. No- 40/3 Elmadag 34367 Istanbul TURKEY
2. Date and amount of grant (2011-00979)-
September 26, 2012 $ 75,000 August 23, 2013 $ 75,000 Total Paid $ 150,000
3. Purpose for which grant was made
To encourage, empower, and enable young people in Turkey to be actively engaged in strengthening democratic values and bridging the country's cultural, ethnic, and social divides. 4. Amount expended:
December 31, 2012 $ 5,267 December 31, 2013 $ 82,180 March 31, 2014 $ 62, 5 53 Total $ 150,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
May 8, 2014
7. Date of verification of grantee report:
Grantee report reviewed June 6, 2014. Additional verification considered unnecessary
Statement 21 - Page 7 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
ANADOLU KULTUR SANAT TANITIM ILETISIM YAYIN BILGISAYAR EGITIM DANISMANLIK HIZ. ANONIM SIRKETI Cumhuriyet Cad. No: 40/3 Elmadag 34367 Istanbul TURKEY
2. Date and amount of grant (2011-00979.01):
August 22, 2014 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made:
To encourage, empower, and enable young people in Turkey to be actively engaged in strengthening democratic values and bridging the country's cultural, ethnic, and social divides. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report.
N/A
Statement 21 - Page 8 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Association for International Education and Exchange Bornstr. 66 44145 Dortmund GERMANY
2. Date and amount of grant (2007-01204.02):
November 23, 2012 $ 50,000 October 4, 2013 $ 50,000 Total Paid $ 100,000
3 Purpose for which grant was made:
To support civil society development in Belarus.
4. Amount expended:
December 31, 2012 $ 9,053 December 31, 2013 $ 37,517 September 30, 2014 $ 53,430 Total $ 100,000
5. Whether grantee diverted any portion of funds
No.
6 Date report received from grantee:
December 9, 2014
7. Date of verification of grantee report
Grantee report reviewed January 13, 2015. Additional verification considered unnecessary.
Statement 21 - Page 9 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Association for International Education and Exchange Bornstr 66 44145 Dortmund GERMANY
2. Date and amount of grant (2007-01204.03):
November 21, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made.
To support civil society development m Belarus by strengthening Belarusian nongovernmental organizations 4. Amount expended:
Total $0
5 Whether grantee diverted any portion of funds:
No
6. Date report received from grantee
Report is not required until fiscal year 2015
7. Date of verification of grantee report-
N/A
Statement 21 - Page 10 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Association of Ukrainian Human Rights Monitors on Law Enforcement Lyuteranska, 26/17 ap. 21 01001 Kyiv UKRAINE
2. Date and amount of grant (2012-00411):
November 23, 2012 $ 50,000 August 9, 2013 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To promote respect for rights and elimination of abuses in Ukraine.
4. Amount expended
December 31, 2012 $ 5,840 December 31, 2013 $ 56,877 Total $ 62,717
5 Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee.
7 Date of verification of grantee report.
N/A
Statement 21 - Page I t CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Association of Ukrainian Human Rights Monitors on Law Enforcement Lyuteranska , 26/17 ap. 21 01001 Kyty UKRAINE
2. Date and amount of grant (2012-00411.01):
October 17, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made
To promote respect for rights and elimination of abuses in Ukraine.
4. Amount expended-
Total $0
5. Whether grantee diverted any portion of funds-
No
6 Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 12 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Association of University Legal Aid Institutions Trust CCLD Potchefstroom Campus North West University c/o Thabo Mbeki Drive and Meyer Street Potchefstroom 2522 SOUTH AFRICA
2. Date and amount of grant (2006-01691.03):
April 12, 2013 $ 110,000 October 25, 2013 $ 100,000 May 2, 2014 $ 10,000 Total Paid $ 220,000
3 Purpose for which grant was made-
To support the efforts of community-based advice offices to provide legal and related services to their respective communities. 4 Amount expended:
December 31, 2013 $ 81,903 Total $ 81,903
5 Whether grantee diverted any portion of funds:
No
6 Date report received from grantee:
March 20, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 10, 2014 Additional verification considered unnecessary
Statement 21 - Page 13 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Association of University Legal Aid Institutions Trust CCLD Potchefstroom Campus North West University c/o Thabo Mbeki Drive and Meyer Street Potchefstroom 2522 SOUTH AFRICA
2. Date and amount of grant (2013-00770):
April 11, 2014 $ 61,000 Total Paid $ 61,000
3. Purpose for which grant was made:
To support the provision of backup legal services to advice offices and direct legal advice to poor people.
4. Amount expended
Total $0
5. Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report
N/A
Statement 21 - Page 14 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Bulgarian Environmental Partnership Foundation 13, Felix Kanits Str., fl. 1 1612 Sofia BULGARIA
2. Date and amount of grant (2003-00652.03):
September 26, 2012 $ 100,000 March 15, 2013 $ 100,000 September 20, 2013 $ 50,000 Total Paid $ 250,000
3. Purpose for which grant was made
To support an indigenous grantmaker working on environmental and sustainable-development issues in Bulgaria 4. Amount expended-
December 31, 2012 $ 56,974 December 31, 2013 $ 68, 369 Total $ 125,343
5 Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee.
October 10, 2014
7. Date of verification of grantee report:
Grantee report reviewed October 16, 2014. Additional verification considered unnecessary.
Statement 21 - Page 15 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
BULGARIAN SCHOOL OF POLITICS "DIMITRY PANITZA" 17 Tzar Ivan Shishman Str fl 2 Sofia 1000 BULGARIA
2. Date and amount of grant (2010-00872.01):
December 7, 2012 $ 75,000 February 7, 2014 $ 25,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To strengthen the culture of philanthropy in Bulgaria.
4. Amount expended:
December 31, 2013 $ 50 ,042 Total $ 50,042
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
January 30, 2014
7. Date of verification of grantee report:
Grantee report reviewed January 30, 2014 . Additional verification considered unnecessary.
Statement 21 - Page 16 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Centre for Community Justice and Development 11 Dulwich Road Pietermaritzburg 3201 SOUTH AFRICA
2. Date and amount of grant (2013-00767):
December 6, 2013 $ 183,000 Total Paid $ 183,000
3. Purpose for which grant was made
To support an organization that supports community advice offices to further access to justice and to protect human rights through the law. 4. Amount expended:
December 31, 2013 $ 30,048 October 31, 2014 $ 15 2, 95 2 Total $ 183,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee-
December 1, 2014
7. Date of verification of grantee report.
Grantee report reviewed February 23, 2015. Additional verification considered unnecessary.
Statement 21 - Page 17 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Centre for Liberal Strategies Foundation 21 A, Patriarch Evtimii Blvd. 1000 Sofia BULGARIA
2. Date and amount of grant (2013-00904)
Apnl 11, 2014 $ 80,000 Total Paid $ 80,000
3. Purpose for which grant was made
To support a Bulgana-based think tank doing research and strategy development in the field of active civic participation in CEE/Russia. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 18 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-13 - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Centre for Research, Documentation and Publication Shaban Polluzha st. No. 7 10000 Pristina KOSOVO
2. Date and amount of grant (2010-00432.01):
July 27, 2012 $ 35,000 March 1, 2013 $ 35,000 Total Paid $ 70,000
3. Purpose for which grant was made:
To help develop organizational and programmatic capacities to work on justice and reconciliation in Kosovo and the wider region over the long term. 4. Amount expended-
December 31, 2012 $ 14,520 December 31, 2013 $ 55,480 Total $ 70,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
January 30, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 22, 2014 Additional verification considered unnecessary
Statement 21 - Page 19 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990- PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Centre for Research, Documentation and Publication Shaban Polluzha st. No. 7 10000 Pristina KOSOVO
2. Date and amount of grant (2010-00432.02):
May 16, 2014 $ 38,000 Total Paid $ 38,000
3. Purpose for which grant was made-
To help develop organizational and programmatic capacities to work on justice and reconciliation in Kosovo and the wider region over the long tern. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee-
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 20 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Citizen Participation Forum 43 Gen I . Totleben Blvd ,, Floor 2, Apt. 6 Sofia 1606 BULGARIA
2. Date and amount of grant (2013-00026):
March 14, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To support a network of nongovernmental organizations in Bulgaria promoting active citizen participation. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee.
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 21 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -121 1227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
City Center of Humanistic Technologies AHALAR Ave. Mira, 35, of 67 14000 Chernihiv UKRAINE
2. Date and amount of grant (2010-00677.01):
December 18, 2012 $ 50,000 August 9, 2013 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made.
To strengthen local-level civic participation in decision making and build social capital and cohesion in Ukraine. 4. Amount expended:
December 31, 2012 $ 3,032 December 31, 2013 $ 67,137 August 31, 2014 $ 29,8 31 Total $ 100,000
5. Whether grantee diverted any portion of funds.
No.
6 Date report received from grantee:
September 3, 2014
7. Date of verification of grantee report:
Grantee report reviewed January 13, 2015. Additional verification considered unnecessary.
Statement 21 - Page 22 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
City Center of Humanistic Technologies AHALAR Ave Mira, 35, of 67 14000 Chemihiv UKRAINE
2. Date and amount of grant (2010-00677.02):
November 7, 2014 $ 30,000 Total Paid $ 30,000
3. Purpose for which grant was made-
To strengthen local-level civic participation in decision making and to build social capital and cohesion in Ukraine. 4. Amount expended-
Total $0
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7 Date of verification of grantee report:
N/A
Statement 21 - Page 23 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Collaborative Communications Group, Inc 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2 Date and amount of grant (2002-02209.06):
August 9, 2011 $ 500,000 November 29, 2011 $ 500,000 August 21, 2012 $ 150,000 December 17, 2012 $ 150,000 Total Paid $ 1,300,000
3. Purpose for which grant was made:
To support a national network and learning community of statewide afterschool networks.
4. Amount expended-
August 31, 2012 $ 636,682 August 31, 2013 $ 663,318 Total $ 1,300,000
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee*
June 29, 2014
7 Date of verification of grantee report:
Grantee report reviewed July 11, 2014 Additional venfication considered unnecessary
Statement 21 - Page 24 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2002-02209.09):
October 2, 2012 $ 500,000 Total Paid $ 500,000
3 Purpose for which grant was made:
To continue to expand technical assistance to the statewide afterschool networks and additional partners in support of the 21st Century Community Learning Centers program 4. Amount expended:
August 31, 2013 $ 500,000 Total $ 500,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
June 29, 2014
7. Date of verification of grantee report:
Grantee report reviewed July 11, 2014. Additional verification considered unnecessary
Statement 21 - Page 25 • CHARLES STEWART MOTT FOUNDATION • Employer Identificati on Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2002-02209.10):
February 26, 2013 $ 4 6,000 Total Paid $ 46,000
3. Purpose for which grant was made:
To continue to expand technical assistance to the statewide afterschool networks and additional partners in support of the 21st Century Community Learning Centers program. 4 Amount expended:
August 31, 2013 $ 46,000 Total $ 46,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
June 29, 2014
7. Date of venfication of grantee report
Grantee report reviewed July 11, 2014. Additional venfication considered unnecessary
Statement 21 - Page 26 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2002-02209.11):
September 3, 2013 $ 1,000,000 October 1, 2013 $ 300,000 November 4, 2014 $ 200,000 Total Paid $ 1,500,000
3. Purpose for which grant was made:
To support a national network and learning community of statewide afterschool networks.
4. Amount expended-
August 31, 2014 $ 968,570 Total $ 968,570
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
October 1, 2014
7. Date of verification of grantee report:
Grantee report reviewed October 29, 2014 Additional verification considered unnecessary.
Statement 21 - Page 27 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-121 1227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Collaborative Communications Group, Inc 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2002-02209.12):
November 18, 2014 $ 300,000 Total Paid $ 300,000
3. Purpose for which grant was made
To support a national network and learning community of statewide afterschool networks.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 28 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2012-00025.01):
January 22, 2013 $ 250,000 Total Paid $ 250,000
3. Purpose for which grant was made-
To provide targeted communications, policy and research support to the statewide afterschool networks and the afterschool field as part of the Expanded Learning and Afterschool Project. 4. Amount expended.
August 31, 2013 $ 183,959 December 31, 2013 $ 66,041 Total $ 250,000
5. Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
March 26, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 18, 2014. Additional verification considered unnecessary.
Statement 21 - Page 29 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Collaborative Communications Group, Inc. 1029 Vermont Avenue NW, Ninth Floor Washington, DC 20005-3517
2. Date and amount of grant (2012-00025.02):
November 4, 2014 $ 300,000 Total Paid $ 300,000
3 Purpose for which grant was made:
To provide targeted communications , policy and research support to the statewide afterschool networks and the afterschool field as part of the Expanded Learn ng and Afterschool Project. 4. Amount expended:
August 31, 2014 $ 178,015 Total $ 178,015
5. Whether grantee diverted any portion of funds
No
6. Date report received from grantee:
October 9, 2014
7. Date of verification of grantee report:
Grantee report reviewed January 13, 2015. Additional verification considered unnecessary.
Statement 21 - Page 30 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- 13 - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Community Foundation Partnership Yubiletnaya Street, 31 E, Suite 401 445037 Togliatti RUSSIA
2. Date and amount of grant (2004-00789.01):
December 17, 2010 $ 50,000 September 9, 2011 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To strengthen and expand community foundations across Russia.
4. Amount expended:
December 31, 2010 $ 7,641 December 31, 2011 $ 29,694 Total $ 37,335
5. Whether grantee diverted any portion of funds-
No.
6 Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee.
7. Date of verification of grantee report.
N/A
Statement 21 - Page 31 CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 •
Forth 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1 Name and Address
Community Foundation Partnership Yubiletnaya Street, 31 E, Suite 401 445037 Togliatti RUSSIA
2 Date and amount of grant (2004-00789.02):
November 23, 2012 $ 50,000 Total Paid $ 50,000
3 Purpose foi which grant was made:
To support the development of community foundations across Russia.
4 Amount expended-
December 31, 2012 $ 42,140 December 31, 2013 $ 8 9 3 Total $ 43,033
5 Whether grantee diverted any portion of funds.
No.
6 Date report received from grantee-
December 18, 2014
7. Date of verification of grantee report:
Grantee report reviewed January 12, 2015. Additional verification considered unnecessary.
Statement 21 - Page 32 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-121 1227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for-
1 Name and Address
Community Law and Rural Development Centre (RF) NPC Room 304b East Wing, Diakonia Centre 20 Diakonia Avenue Durban 4001 SOUTH AFRICA
2 Date and amount of grant (2003-02181 07):
March 14, 2014 $ 150,000 Total Paid $ 150,000
3. Purpose for which grant was made:
To support an organization that provides paralegal services in rural KwaZulu-Natal and Eastern Cape provinces. 4 Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 33 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
Community Law and Rural Development Centre (RF) NPC Room 304b East Wing, Diakonia Centre 20 Diakonia Avenue Durban 4001 SOUTH AFRICA
2. Date and amount of grant (2003-02181.08):
November 21, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To support an organization that provides paralegal services in rural KwaZulu-Natal and Eastern Cape provinces 4. Amount expended.
Total $0
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee-
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 34 CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Comer House Research Station Road, Sturminster Newton Dorset DT10 1YJ UNITED KINGDOM
2. Date and amount of grant (1998-00478.07):
January 27, 2012 $ 100,000 March 29, 2013 $ 100,000 Total Paid $ 200,000
3. Purpose for which grant was made
To support research that facilitates public participation in decisionmaking on investments that support sustainable development 4 Amount expended:
December 31, 2012 $ 61,402 December 31, 2013 $ 1 38, 5 98 Total $ 200,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee.
March 3, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 6, 2014 Additional verification considered unnecessary
Statement 21 - Page 35 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Corner House Research Station Road, Sturminster Newton Dorset DT10 IYJ UNITED KINGDOM
2. Date and amount of grant (1998-00478.08):
March 14, 2014 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To support research that facilitates public participation in decisionmaking on investments that support sustainable development 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 36 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-121 1227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Deloitte Consulting LLP 101 Market Street, Suite 1000 San Francisco, CA 94105-1700
2. Date and amount of grant (2013-00009):
November 12, 2013 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made:
To support research, convenings, and a resultant publication and its dissemination about the future of community foundations in the U.S. 4. Amount expended:
May 31, 2014 $ 100,0 00 Total $ 100,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
August 6, 2014
7. Date of verification of grantee report
Grantee report reviewed February 18, 2015 Additional verification considered unnecessary
Statement 21 - Page 37 CHARLES STEWART MOTT FOUNDATION 0 Employer Identification Number 38-1211227 40 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1 Name and Address
Deloitte Consulting LLP 101 Market Street, Suite 1000 San Francisco, CA 94105-1700
2 Date and amount of grant (2013-00009.01):
November 18, 2014 $ 25,000 Total Paid $ 25,000
3. Purpose for which grant was made.
To support research, convenings, and a resultant publication and its dissemination about the future of community foundations in the U.S. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6 Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report-
N/A
Statement 21 - Page 38 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Dimitar Berbatov Foundation 27 Vehko Tarnova Str Sofia 1504 BULGARIA
2. Date and amount of grant (2011-00425.0 1)-
October 25, 2013 $ 50,000 August 8, 2014 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To strengthen individual philanthropy in Bulgaria.
4. Amount expended-
December 31, 2013 $ 21, 297 Total $ 21,297
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
January 30, 2014
7. Date of verification of grantee report:
Grantee report reviewed February 26, 2014 Additional verification considered unnecessary
Statement 21 - Page 39 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Engage Strategies 2113 Middle Street, Suite 307 Sullivan ' s Island , SC 29464-9625
2. Date and amount of grant (2011-00449):
December 12, 2011 $ 95,280 Total Paid $ 95,280
3. Purpose for which grant was made:
To provide support for a comprehensive report that provides strategic information about the opportunities and challenges for promoting children's savings accounts in various states. 4. Amount expended:
December 31, 2011 $ 17,865 April 30, 2012 $ 71,461 December 31, 2012 $ 5,954 Total $ 95,280
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
April 8, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 22, 2014. Additional verification considered unnecessary
Statement 21 - Page 40 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Engage Strategies 2113 Middle Street , Suite 307 Sullivan ' s Island , SC 29464-9625
2. Date and amount of grant (2011-00449.01):
July 24, 2012 $ 95,225 Total Paid $ 95,225
3. Purpose for which grant was made:
To provide support for a comprehensive report that provides strategic information about the opportunities and challenges for promoting children's savings accounts in various states. 4. Amount expended:
December 31, 2012 $ 61,529 December 31, 2013 $ 33,696 Total $ 95,225
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
April 8, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 22, 2014 . Additional venfication considered unnecessary
Statement 21 - Page 41 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for-
1 Name and Address
Federation of Community Foundations from Romania str. Closca, nr 6, ap 2 Cluj-Napoca 400039 ROMANIA
2. Date and amount of grant (2013-00028):
August 23, 2013 $ 35,000 March 14, 2014 $ 35,000 Total Paid $ 70,000
3. Purpose for which grant was made:
To support the development of the community foundation field in Romania.
4. Amount expended:
December 31, 2013 $ 6,596 Total $ 6,596
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
February 1, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 3, 2014. Additional verification considered unnecessary
Statement 21 - Page 42 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
FERN Foundation 1C Fosseway Business Center, Stratford Road Moreton-in-Marsh GL56 9NQ UNITED KINGDOM
2 Date and amount of grant (2001-01723.09):
July 27, 2012 $ 100,000 March 15, 2013 $ 100,000 Total Paid $ 200,000
3. Purpose for which grant was made.
To support European Union policies and programs that contribute to environmental protection and sustainable development in developing countries. 4. Amount expended-
December 31, 2012 $ 103,435 December 31, 2013 $ 57,362 January 31, 2014 $ 39, 203 Total $ 200,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
May 2, 2014
7. Date of verification of grantee report:
Grantee report reviewed July 18, 2014. Additional verification considered unnecessary.
Statement 21 - Page 43 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Forward Works B2, 335 Castle Peak Road Ting Kau, New Territories Hong Kong CHINA
2. Date and amount of grant (2011-00633):
December 18, 2012 $ 100,000 July 12, 2013 $ 100,000 Total Paid $ 200,000
3 Purpose for which grant was made:
To assist in the development of initiatives that foster Chinese civil society discussions to address its outward mvestments to developing countries. 4. Amount expended:
December 31, 2012 $ 100,000 December 31, 2013 $ 100,000 Total $ 200,000
5 Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee-
February 6, 2014
7. Date of verification of grantee report:
Grantee report reviewed August 5, 2014. Additional verification considered unnecessary.
Statement 21 - Page 44 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Forward Works B2, 335 Castle Peak Road Ting Kau, New Territories Hong Kong CHINA
2. Date and amount of grant (2011-00633.01):
November 7, 2014 $ 132,000 Total Paid $ 132,000
3. Purpose for which grant was made-
To assist in the development of initiatives that foster Chmese civil society discussions to address its outward investments to developing countries and role in climate change. 4. Amount expended-
Total $0
5. Whether grantee diverted any portion of funds-
No.
6 Date report received from grantee
Report is not required until fiscal year 2015
7. Date of verification of grantee report-
N/A
Statement 21 - Page 45 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 •
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Foundation "Civic Analysis and Independent Research Center "GRANI" Bolshevistskaya str., 120A-102 Perm 614000 RUSSIA
2. Date and amount of grant (2007-01808.02)
August 24, 2012 $ 100,000 April 12, 2013 $ 100,000 Total Paid $ 200,000
3. Purpose for which grant was made-
To promote effective civic activism among informal citizen groups in Russia.
4. Amount expended:
December 31, 2012 $ 37,071 December 31, 2013 $ 103,138 April 30, 2014 $ 5 9,7 9 1 Total $ 200,000
5 Whether grantee diverted any portion of funds:
No
6 Date report received from grantee:
June 1, 2014
7. Date of verification of grantee report:
Grantee report reviewed December 19, 2014. Additional verification considered unnecessary.
Statement 21 - Page 46 - • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Foundation "Civic Analysis and Independent Research Center "GRANT" Bolshevistskaya str , 120A-102 Perm 614000 RUSSIA
2. Date and amount of grant (2007-01808.03):
May 31, 2013 $ 14,000 Total Paid $ 14,000
3 Purpose for which grant was made.
To analyze communications challenges and success for civic initiative groups in Russia.
4. Amount expended:
December 31, 2013 $ 1 4,000 Total $ 14,000
5. Whether grantee diverted any portion of funds
No
6. Date report received from grantee.
January 31, 2014
7 Date of verification of grantee report:
Grantee report reviewed April 21, 2014. Additional verification considered unnecessary
Statement 21 - Page 47 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
FowlerHoffman LLC 102 Washington Avenue Richmond, CA 94801-3947
2 Date and amount of grant (2011-00394.02):
August 20, 2013 $ 150,000 February 4, 2014 $ 50,000 Total Paid $ 200,000
3. Purpose for which grant was made
Develop policy and assessment strategies for the afterschool networks.
4 Amount expended:
December 31, 2013 $ 125,172 June 30, 2014 $ 74,828 Total $ 200,000
5 Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
August 1, 2014
7. Date of verification of grantee report:
Grantee report reviewed September 15, 2014. Additional verification considered unnecessary
Statement 21 - Page 48 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII -13 - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
FowlerHoffman LLC 102 Washington Avenue Richmond, CA 94801-3947
2. Date and amount of grant (2011-00394.03):
August 20, 2014 $ 150,000 Total Paid $ 150,000
3 Purpose for which grant was made-
To develop policy and assessment strategies for the afterschool networks.
4. Amount expended
Total $0
5. Whether grantee diverted any portion of funds.
No.
6 Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 49 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Fundacion Ambience Y Recursos Naturales Tucuman 255, Piso 6 , Oficina A Buenos Aires 1049 ARGENTINA
2. Date and amount of grant (2009-01049 01):
September 7, 2012 $ 125,000 August 23, 2013 $ 125,000 Total Paid $ 250,000
3. Purpose for which grant was made:
To support analysis of energy investments in Argentina supported by international financial institutions with the goal of improving existing projects and shaping policies for future sustainable energy investments. 4. Amount expended.
June 30, 2013 $ 110,661 June 30, 2014 $ 139,339 Total $ 250,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
August 4, 2014
7. Date of verification of grantee report:
Grantee report reviewed September 12, 2014. Additional verification considered unnecessary
Statement 21 - Page 50 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Fundacion Ambiente Y Recursos Naturales Tucuman 255, Piso 6, Oficina A Buenos Aires 1049 ARGENTINA
2. Date and amount of grant (2009-01049.02):
December 5, 2014 $ 1 25,000 Total Paid $ 125,000
3. Purpose for which grant was made.
To support analysis of energy investments in Argentina supported by international financial institutions with the goal of improving existing projects and shaping policies for future sustainable energy investments. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds.
No.
6 Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report-
N/A
Statement 21 - Page 51 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
Fundacja TechSoup Al. Ujazdowskie, No. 37/3, 3A, 3B Warsaw 00-540 POLAND
2. Date and amount of grant (2011-00026.01):
June 14, 2013 $ 200,000 October 25, 2013 $ 150,000 Apnl 11, 2014 $ 50,000 Total Paid $ 400,000
3. Purpose for which grant was made
To strengthen the capacity of a regional infrastructure organization to provide information and communication technology products and services. 4. Amount expended.
June 30, 2013 $ 79,606 December 31, 2013 $ 102,220 June 30, 2014 $ 89,720 Total $ 271,546
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee-
August 30, 2014
7 Date of verification of grantee report:
Grantee report reviewed September 15, 2014. Additional verification considered unnecessary.
Statement 21 - Page 52 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Global Fund for Community Foundations Fourth floor, 158 Jan Smuts Avenue, Rosebank Johannesburg 2196 SOUTH AFRICA
2. Date and amount of grant (2005-01887.08):
May 3, 2013 $ 250,000 Total Paid $ 250,000
3. Purpose for which grant was made:
To strengthen community foundations around the world.
4. Amount expended.
December 31, 2013 $ 250,000 Total $ 250,000
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee-
June 9, 2014
7. Date of verification of grantee report-
Grantee report reviewed June 20, 2014 Additional verification considered unnecessary
Statement 21 - Page 53 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Global Fund for Community Foundations Fourth floor, 158 Jan Smuts Avenue, Rosebank Johannesburg 2196 SOUTH AFRICA
2. Date and amount of grant (2005-01887.09)-
May 2, 2014 $ 2 50,000 Total Paid $ 250,000
3. Purpose for which grant was made-
To strengthen community foundations around the world
4. Amount expended:
March 31, 2014 $ 40,500 Total $ 40,500
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
May 23, 2014
7. Date of verification of grantee report:
Grantee report reviewed June 20, 2014. Additional verification considered unnecessary.
Statement 21 - Page 54 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227 0 Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
Global Fund for Community Foundations Fourth floor , 158 Jan Smuts Avenue, Rosebank Johannesburg 2196 SOUTH AFRICA
2. Date and amount of grant (2013-00007):
December 6, 2013 $ 175,000 Total Paid $ 175,000
3. Purpose for which grant was made:
To enhance the role of community philanthropy in strengthening local development efforts.
4. Amount expended:
March 31, 2014 $ 92, 3 29 Total $ 92,329
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
June 10, 2014
7. Date of verification of grantee report:
Grantee report reviewed June 20 , 2014. Additional verification considered unnecessary.
Statement 21 - Page 55 • CHARLES STEWART MOTT FOUNDATION Identification Number 38-1211227 Employer is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Institute for Energy Innovation 120 N Washington Square, Suite 805 Lansing, MI 48933-1619
2. Date and amount of grant (2013-00764):
April 30, 2014 $ 75,000 Total Paid $ 75,000
3. Purpose for which grant was made
To research and publish a report on the barriers impeding the deployment of advanced energy technologies and business models in Michigan 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 56 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Institution of Culture Cloud Watchers Club Obraztsova Street, 14 Moscow 127055 RUSSIA
2. Date and amount of grant (2012-00580):
January 25, 2013 $ 75,000 November 15, 2013 $ 50,000 March 28, 2014 $ 25,000 Total Paid $ 150,000
3 Purpose for which grant was made.
To develop and expand a platform for supporting local community projects with in-kind donations, money, or volunteer time, in Russia. 4. Amount expended:
December 31, 2013 $ 77,170 Total $ 77,170
5 Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
March 14, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 17, 2014. Additional verification considered unnecessary.
Statement 21 - Page 57 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Instituto de Energia e Meio Ambiente Rua Ferreira de Araujo, 202- 10 and. 05428-000 Sao Paulo BRAZIL
2. Date and amount of grant (2013-00760):
November 21, 2014 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To support research and analysis of public investment in energy development by Brazilian public financial institutions with the aim of strengthening socioenvironmental standards and improving the sustainability of energy development. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 58 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
International Academy for Innovative Pedagogy, Psychology and Economy gGmbH Nassauische Strasse 5 Berlin 10717 GERMANY
2. Date and amount of grant (2009-01239.03):
May 3, 2013 $ 174,000 Total Paid $ 174,000
3. Purpose for which grant was made
To bring about sustainable change in local communities with fewer opportunities across Europe through innovative approaches to youth empowerment and community development. 4. Amount expended:
December 31, 2013 $ 174,000 Total $ 174,000
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
February 17, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 18, 2014. Additional verification considered unnecessary.
Statement 21 - Page 59 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
International Academy for Innovative Pedagogy, Psychology and Economy gGmbH Nassauische Strasse 5 Berlin 10717 GERMANY
2. Date and amount of grant (2009-01239.04):
March 28, 2014 $ 134,000 Total Paid $ 134,000
3. Purpose for which grant was made-
To bring about sustainable change m local communities with fewer opportunities across Europe through innovative approaches to youth empowerment and community development 4 Amount expended:
Total $0
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7 Date of verification of grantee report:
N/A
Statement 21 - Page 60 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
International Centre of Excellence for Community Schools 53 Whoberley Avenue Coventry CV5 8ER UNITED KINGDOM
2. Date and amount of grant (2008-01294.02):
September 20, 2013 $ 110,000 Total Paid $ 110,000
3. Purpose for which grant was made-
To promote the development of community schools around the world
4. Amount expended:
December 31, 2013 $ 110,000 Total $ 110,000
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
February 27, 2014
7. Date of verification of grantee report:
Grantee report reviewed February 27, 2015 Additional verification considered unnecessary
Statement 21 - Page 61 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38 -1211227 0
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
I. Name and Address
International Centre of Excellence for Community Schools 53 Whoberley Avenue Coventry CV5 8ER UNITED KINGDOM
2. Date and amount of grant (2008-01294.03):
June 13, 2014 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made
To promote the development of community schools around the world.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 62 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
INTERNATIONAL COUNCIL FOR CULTURAL CENTERS 61, Nishava str, Entr. A, Fl. 3, Apt 6 Sofia 1680 BULGARIA
2. Date and amount of grant (2012-00398):
September 26, 2012 $ 50,000 August 9, 2013 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made
To support the development of a network of innovative and effective community centers in Bulgaria.
4. Amount expended:
December 31, 2012 $ 11,595 December 31, 2013 $ 52,726 June 30, 2014 $ 35,679 Total $ 100,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
July 31, 2014
7. Date of verification of grantee report.
Grantee report reviewed September 25, 2014. Additional verification considered unnecessary.
Statement 21 - Page 63 CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227 0 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1 Name and Address
INTERNATIONAL COUNCIL FOR CULTURAL CENTERS 61, Nishava str., Entr. A, Fl. 3, Apt 6 Sofia 1680 BULGARIA
2. Date and amount of grant (2012-00398.01):
September 5, 2014 $ 65,000 Total Paid $ 65,000
3. Purpose for which grant was made-
To support the development of a network of innovative and effective community centers in Bulgaria.
4 Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 64 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 is Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Inter-Regional Social Foundation "Siberian Civic Initiatives Support Center" Voskhod Street 14/1, 3rd Floor Novosibirsk 630102 RUSSIA
2. Date and amount of grant (2005-02231.03):
April 20, 2012 $ 90,000 March 29, 2013 $ 90,000 Total Paid $ 180,000
3. Purpose for which grant was made.
To improve the quality of life in Russian communities through effective public participation in community development 4 Amount expended-
December 31, 2012 $ 56,545 December 31, 2013 $ 96,049 February 28, 2014 $ 27,406 Total $ 180,000
5 Whether grantee diverted any portion of funds.
No
6. Date report received from grantee
April 2, 2014
7. Date of verification of grantee report.
Grantee report reviewed March 13, 2015. Additional verification considered unnecessary
Statement 21 - Page 65 CHARLES STEWART MOTT FOUNDATION • 0 Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Latvian Rural Forum Republikas laukums 2 LV- 1982 Riga LATVIA
2. Date and amount of grant (2001-09415.05)-
December 7, 2012 $ 150,000 November 22, 2013 $ 50,000 Total Paid $ 200,000
3. Purpose for which grant was made:
To strengthen civil society in the European Union new member states and candidate countries of Central/Eastern Europe. 4. Amount expended:
December 31, 2012 $ 2,446 December 31, 2013 $ 145,138 September 30, 2014 $ 5 2,416 Total $ 200,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
October 30, 2014
7. Date of verification of grantee report:
Grantee report reviewed December 2, 2014. Additional verification considered unnecessary
Statement 21 - Page 66 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Latvian Rural Forum Republikas laukums 2 LV- 1982 Riga LATVIA
2. Date and amount of grant (2001-09415.06):
December 5, 2014 $ 80,000 Total Paid $ 80,000
3 Purpose for which grant was made-
To strengthen civil society in the European Union new member states and candidate countries of Central/Eastern Europe 4 Amount expended
Total $0
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7 Date of verification of grantee report:
N/A
Statement 21 - Page 67 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Le vizja FOL Andrea Gropa Nr.35 Prishtina 10000 KOSOVO
2. Date and amount of grant (2011-00236):
October 21, 2011 $ 30,000 June 8, 2012 $ 30,000 Total Paid $ 60,000
3 Purpose for which grant was made:
To increase civic engagement in holding government institutions accountable in Kosovo.
4 Amount expended:
December 31, 2011 $ 4,739 December 31, 2012 $ 41,596 June 30, 2013 $ 13,665 Total $ 60,000
5. Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
July 24, 2014
7. Date of verification of grantee report.
Grantee report reviewed October 3, 2014 Additional verification considered unnecessary
Statement 21 - Page 68 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Limited Company "InEcA-consulting" Lazo Street, 4 Novokuznetsk 654079 RUSSIA
2. Date and amount of grant (2008-00829.02):
January 25, 2013 $ 50,000 March 28, 2014 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made
To increase capacity and motivation of young people to promote accountability of local government in Russia. 4. Amount expended:
December 31, 2013 $ 50,000 Total $ 50,000
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
March 13, 2014
7. Date of verification of grantee report-
Grantee report reviewed March 17, 2014 . Additional verification considered unnecessary.
Statement 21 - Page 69 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Limited Liability Company "Legal Team" Malty Znamenskiy Lane, 3/5 Unit 6 Office 1 Moscow 119019 RUSSIA
2. Date and amount of grant (2013-00032):
October 4, 2013 $ 50,000 November 15, 2013 $ 30,000 June 13, 2014 $ 20,000 Total Paid $ 100,000
3 Purpose for which grant was made.
To improve the legal literacy of Russian nongovernmental organizations.
4. Amount expended.
December 31, 2013 $ 9,078 Total $ 9,078
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
January 31, 2014
7. Date of verification of grantee report-
Grantee report reviewed April 23, 2014 Additional venfication considered unnecessary
Statement 21 - Page 70 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for-
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jorissen Street , 2nd Floor, Braamfontein Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA
2. Date and amount of grant (2009-01062.01):
November 9, 2012 $ 100,000 April 12, 2013 $ 1 00,000 Total Paid $ 200,000
3. Purpose for which grant was made:
To support advice offices to seek solutions for their long-term sustainability and strengthen their capacity to provide legal advice and human rights education to poor people 4. Amount expended:
December 31, 2012 $ 59,611 December 31, 2013 $ 68,987 March 31, 2014 $ 71,402 Total $ 200,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee.
July 17, 2014
7. Date of verification of grantee report:
Grantee report reviewed September 12, 2014. Additional verification considered unnecessary.
Statement 21 - Page 71 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jorissen Street , 2nd Floor, Braamfontein Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA
2. Date and amount of grant (2012-00585):
November 23, 2012 $ 150,000 Apnl 12, 2013 $ 50,000 Total Paid $ 200,000
3. Purpose for which grant was made
To support activities aimed at assisting community advice offices to improve their performance, gain voice and recognition, and seek solutions for their long term sustainability 4. Amount expended:
December 31, 2012 $ 70,871 December 31, 2013 $ 62,634 March 31, 2014 $ 66,495 Total $ 200,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
July 17, 2014
7. Date of verification of grantee report:
Grantee report reviewed September 15, 2014 . Additional verification considered unnecessary.
Statement 21 - Page 72 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jonssen Street , 2nd Floor, Braamfontein Centre , Braamfontein Johannesburg 2001 SOUTH AFRICA
2 Date and amount of grant (2012-00585.01):
November 21, 2014 $ 75,000 Total Paid $ 75,000
3. Purpose for which grant was made:
To support activities aimed at assisting community advice offices to improve their performance, build voice and recognition, and seek solutions for their long term sustainability 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report-
N/A
Statement 21 - Page 73 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jonssen Street, 2nd Floor, Braamfontein Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA
2. Date and amount of grant (2013-00050):
November 15, 2013 $ 30,000 Total Paid $ 30,000
3. Purpose for which grant was made:
To support the establishment of a membership association for community-based advice offices in South Africa. 4. Amount expended:
December 31, 2014 $ 29,848 Refund Received $ 152 Total $ 30,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
July 17, 2014
7. Date of verification of grantee report:
Grantee report reviewed October 2, 2014 Additional verification considered unnecessary.
Statement 21 - Page 74 CHARLES STEWART MOTT FOUNDATION • Employer 0 Identification Number 38-1211227 Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for-
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jonssen Street , 2nd Floor, Braamfonte i n Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA
2. Date and amount of grant (2013-00050.01):
May 30, 2014 $ 100,000 Total Paid $ 100,000
3. Purpose for which grant was made:
To support a membership association of community-based advice offices in South Africa
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 75 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
National Alliance for the Development of Community Advice Offices NPC 23 Jorissen Street, 2nd Floor, Braamfontetn Centre, Braamfontein Johannesburg 2001 SOUTH AFRICA
2. Date and amount of grant (2013-00050.02):
November 21, 2014 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To support a membership association of community-based advice offices in South Africa.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 76 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
NEF, Network of European Foundations for Innovative Cooperation Philanthropy House, Rue Royale 94 1000 Brussels BELGIUM
2. Date and amount of grant (2009-01237.02):
May 25, 2012 $ 28,000 Total Paid $ 28,000
3. Purpose for which grant was made:
To strengthen philanthropic cooperation among foundations, associations, and other nongovernmental organizations in Europe. 4. Amount expended:
December 31, 2012 $ 28,000 Total $ 28,000
5 Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
April 21, 2014
7 Date of verification of grantee report:
Grantee report reviewed April 21, 2014. Additional verification considered unnecessary
Statement 21 - Page 77 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
I Name and Address
NEF, Network of European Foundations for Innovative Cooperation Philanthropy House, Rue Royale 94 1000 Brussels BELGIUM
2. Date and amount of grant (2009-01237.03):
September 6, 2013 $ 28,000 Total Paid $ 28,000
3. Purpose for which grant was made-
To strengthen philanthropic cooperation among foundations, associations, and other nongovernmental organizations in Europe. 4. Amount expended:
December 31, 2013 $ 28,000 Total $ 28,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
May 2, 2014
7. Date of verification of grantee report:
Grantee report reviewed June 5 , 2014 . Additional verification considered unnecessary
Statement 21 - Page 78 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
I Name and Address
Non-Government Organization "Information and Analytical Center "Civic Space" 3 B Hmyri Street, Suite 140 02140 Kyiv UKRAINE
2. Date and amount of grant (2007-00212.01):
December 3, 2010 $ 34,000 May 20, 2011 $ 33,000 August 24, 2012 $ 33,000 Total Paid $ 100,000
3. Purpose for which grant was made:
To strengthen the professional and technological capacity of Ukraine's most prominent Internet portal for civic initiatives and nonprofit organizations. 4. Amount expended:
December 31, 2010 $ 3,254 December 31, 2011 $ 28,579 December 31, 2012 $ 13,298 Total $ 45,131
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee.
7 Date of verification of grantee report:
N/A
Statement 21 - Page 79 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Non-Governmental Organization "Garage Gang" Peremogy ave, 91/46 03115 Kyiv UKRAINE
2. Date and amount of grant (2011-00852):
August 10, 2012 $ 100,000 May 31, 2013 $ 100,000 Total Paid $ 200,000
3. Purpose for which grant was made:
To foster a widespread culture of giving in Ukraine.
4. Amount expended:
December 31, 2012 $ 57,544 December 31, 2013 $ 87,408 June 30, 2014 $ 55,048 Total $ 200,000
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
August 31, 2014
7 Date of verification of grantee report:
Grantee report reviewed January 13, 2015. Additional verification considered unnecessary.
Statement 21 - Page 80 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Non-Governmental Organization "Garage Gang" Peremogy ave, 91/46 03115 Kyiv UKRAINE
2. Date and amount of grant (2011-00852.01).
October 17, 2014 $ 35,000 Total Paid $ 35,000
3. Purpose for which grant was made:
To foster a widespread culture of giving in Ukraine.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 81 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII -B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Non-Profit Organization the New Eurasia Foundation 3/9, 3-rd Syromyatnichesky per., Building 6 Moscow 105120 RUSSIA
2. Date and amount of grant (2009-00124.01):
October 7, 2011 $ 400,000 December 16, 2011 $ 300,000 June 8, 2012 $ 100,000 Total Paid $ 800,000
3. Purpose for which grant was made.
To encourage the central role of citizen participation in community development efforts in Russia.
4. Amount expended-
December 31, 2011 $ 150,854 December 31, 2012 $ 179,947 June 30, 2013 $ 469,199 Total $ 800,000
5 Whether grantee diverteii any portion of funds.
No.
6. Date report received from grantee:
December 22, 2014
7 Date of verification of grantee report:
Grantee report reviewed December 22, 2014 Additional verification considered unnecessary
Statement 21 - Page 82 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Non-Profit Organization the New Eurasia Foundation 3/9, 3-rd Syromyatnichesky per , Building 6 Moscow 105120 RUSSIA
2. Date and amount of grant (2009-00124.02):
November 22, 2013 $ 500,000 June 13, 2014 $ 100,000 Total Paid $ 600,000
3. Purpose for which grant was made:
To promote greater civic engagement and participatory community development practices in Russia.
4. Amount expended:
December 31, 2013 $ 46,771 Total $ 46,771
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
January 28, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 22, 2014 Additional verification considered unnecessary.
Statement 21 - Page 83 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Pitseng Trust Room 605, 6th Floor , Majestic Towers 38 Empire Road , Parktown Johannesburg 2193 SOUTH AFRICA
2. Date and amount of grant (2000-00339 07):
March 1, 2013 $ 75,000 Total Paid $ 75,000
3. Purpose for which grant was made:
To promote human rights and equality by supporting women-led community based organizations that address social challenges and build sustainable livelihoods. 4 Amount expended.
February 28, 2014 $ 75,000 Total $ 75,000
5. Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee
April 1, 2014
7. Date of verification of grantee report-
Grantee report reviewed June 5, 2014. Additional verification considered unnecessary.
Statement 21 - Page 84 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
Private Establishment "Information Agency MEMO.RU" Malyi Karetnyi pereulok, d. 12 Moscow 127051 RUSSIA
2 Date and amount of grant (2008-00501.01):
February 17, 2012 $ 100,000 March 1, 2013 $ 100,000 Total Paid $ 200,000
3. Purpose for which grant was made
To increase public understanding of and support for principles of human rights in Russia.
4. Amount expended:
December 31, 2012 $ 72,309 December 31, 2013 $ 127,691 Total $ 200,000
5 Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
January 29, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 21, 2014 Additional verification considered unnecessary.
Statement 21 - Page 85 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Re.Common Via Ostiense, 95 00154 Rome ITALY
2. Date and amount of grant (1999-00490.11):
November 23, 2012 $ 250,000 October 25, 2013 $ 50,000 Total Paid $ 300,000
3. Purpose for which grant was made.
Support monitoring of international development finance and ensure that it continues to support and promote sustainable development. 4. Amount expended:
December 31, 2012 $ 42,914 December 31, 2013 $ 15 1,426 Total $ 194,340
5 Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee.
7 Date of verification of grantee report.
N/A
Statement 21 - Page 86 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Re:Common Via Ostiense, 95 00154 Rome ITALY
2. Date and amount of grant (1999-00490.12).
December 19, 2014 $ 1 50,000 Total Paid $ 150,000
3 Purpose for which grant was made-
To support monitoring of international development finance to ensure that it supports and promotes sustainable development. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds-
No
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report-
N/A
Statement 21 - Page 87 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38 -1211227 is
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
Regional Nongovernmental Organization "The Public Commission to Preserve the Legacy of Academician Sakharov" Zemhanoi vat 57/6 Moscow 105120 RUSSIA
2. Date and amount of grant (2009-00978.01):
January 6, 2012 $ 65,000 June 28, 2013 $ 60,000 Total Paid $ 125,000
3. Purpose for which grant was made
To increase public support for principles of human rights and civic activism in Russia.
4. Amount expended:
December 31, 2012 $ 52,132 December 31, 2013 $ 72,868 Total $ 125,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee.
June 13, 2014
7. Date of verification of grantee report:
Grantee report reviewed July 11, 2014 Additional venfication considered unnecessary
Statement 21 - Page 88 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Regional Nongovernmental Organization The Public Commission to Preserve the Legacy of Academician Sakharov" Zemlianoi val 57/6 Moscow 105120 RUSSIA
2. Date and amount of grant (2009-00978.02):
January 17, 2014 $ 124,000 Total Paid $ 124,000
3. Purpose for which grant was made:
To increase public support for principles of human rights and civic engagement in Russia.
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report.
N/A
Statement 21 - Page 89 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Regional Public Organization "Sakhalin Environment Watch" Komsomolskaya st., 154, of 600 Yuzhno-Sakhalinsk 693010 RUSSIA
2. Date and amount of grant (2007-01274.01):
June 28, 2013 $ 100,000 September 20, 2013 $ 50,000 March 14, 2014 $ 50,000 Total Paid $ 200,000
3. Purpose for which grant was made:
To encourage public environmental monitoring of energy projects in Sakhalin.
4. Amount expended:
December 31, 2013 $ 65,782 Total $ 65,782
5. Whether grantee diverted any portion of funds-
No.
6. Date report received from grantee:
February 24, 2014
7. Date of verification of grantee report:
Grantee report reviewed February 25, 2014. Additional verification considered unnecessary
Statement 21 - Page 90 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Rural Legal Trust 3A Eton Road, Transmedit Place, Parktown Johannesburg 2193 SOUTH AFRICA
2. Date and amount of grant (2012-00447):
December 18, 2012 $ 50,000 September 6, 2013 $ 50,000 Total Paid $ 100,000
3. Purpose for which grant was made-
To support the training of paralegals in community advice offices on relevant aspects of the law and topics related to the provision of basic services to poor people. 4. Amount expended:
June 30, 2013 $ 31,397 June 30, 2014 $ 39,33 8 Total $ 70,735
5. Whether grantee diverted any portion of funds-
No.
6 Date report received from grantee:
August 7, 2014
7. Date of verification of grantee report:
Grantee report reviewed September 15, 2014. Additional verification considered unnecessary
Statement 21 - Page 91 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1 Name and Address
Sagawa/Jospin, LLC 3000 Greenvale Road Chevy Chase, MD 20815-3125
2 Date and amount of grant (2013-00596):
December 19, 2013 $ 75,000 October 14, 2014 $ 25,000 Total Paid $ 100,000
3. Purpose for which grant was made:
To explore the potential that service and volunteerism might play in a strategy for the educational and economic advancement of young people living in low- to moderate-income communities. 4. Amount expended-
December 31, 2013 $ 4, 000 Total $ 4,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
September 29, 2014
7. Date of venfication of grantee report:
Grantee report reviewed September 30, 2014. Additional verification considered unnecessary
Statement 21 - Page 92 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 is
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
SGS Consulting The Woodlands, Building 16, Corner Kelvin & Woodlands Drive, Woodmean Sandton Johannesburg SOUTH AFRICA
2. Date and amount of grant (2009-01065.04):
April 12, 2013 $ 200,000 Total Paid $ 200,000
3. Purpose for which grant was made:
To support specific capacity and institutional building needs of South African nonprofit organizations
4. Amount expended:
February 28, 2013 $ 16,192 February 28, 2014 $ 183,808 Total $ 200,000
5 Whether grantee diverted any portion of funds
No.
6 Date report received from grantee:
April 2, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 22, 2014. Additional verification considered unnecessary
Statement 21 - Page 93 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
SGS Consulting The Woodlands, Building 16, Corner Kelvin & Woodlands Drive, Woodmean Sandton Johannesburg SOUTH AFRICA
2. Date and amount of grant (2009-01065.05):
May 30, 2014 $ 175,000 Total Paid $ 175,000
3. Purpose for which grant was made:
To support specific capacity and institutional building needs of South African nonprofit organizations
4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 94 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Social Surveys 2 Upper Park Drive, Forest Town Johannesburg 2193 SOUTH AFRICA
2. Date and amount of grant (2010-00884.02):
March 1, 2013 $ 50,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To support a research study that will contribute to an improved understanding of civil society and its role in various African countries. 4. Amount expended:
February 28, 2013 $ 5,752 February 28, 2014 $ 1,911 June 30 , 2014 $ 42, 337 Total $ 50,000
5. Whether grantee diverted any portion of funds:
No
6. Date report received from grantee:
July 31, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 25, 2015. Additional verification considered unnecessary
Statement 21 - Page 95 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
South African Institute for Advancement Second Floor, Fairweather House 176 Sir Lowry Road , Woodstock Cape Town 7925 SOUTH AFRICA
2. Date and amount of grant (2013-00021):
May 31, 2013 $ 80,000 August 22, 2014 $ 80,000 Total Paid $ 160,000
3. Purpose for which grant was made:
To provide training, advisory services, resources and practical tools that will help strengthen the capacity of organizations and improve their fundraising and advancement capabilities. 4. Amount expended:
February 28, 2014 $ 73 ,1 8 1 Total $ 73,181
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
April 1, 2014
7. Date of verification of grantee report:
Grantee report reviewed August 8 , 2014 . Additional verification considered unnecessary.
Statement 21 - Page 96 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Southern African Community Grantmakers Leadership Forum 205 Vincent House, Wynberg Mews, Brodie Road, Wynberg Cape Town 7800 SOUTH AFRICA
2. Date and amount of grant (2011-00982.01):
September 20, 2013 $ 25,000 May 16, 2014 $ 25,000 Total Paid $ 50,000
3. Purpose for which grant was made
To promote leadership development and peer learning among community grantmakers.
4. Amount expended:
February 28, 2014 $ 25,000 Total $ 25,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee.
May 12, 2014
7. Date of verification of grantee report:
Grantee report reviewed May 12, 2014. Additional verification considered unnecessary.
Statement 21 - Page 97 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Southern Development Bancorporation 605 Main Street, Suite 202 Arkadelphia, AR 71923
2. Date and amount of grant (1987-00045):
December 21, 1987 $ 150,000 Total Paid $ 150,000
3. Purpose for which grant was made:
To purchase, through a program-related investment, one investment unit of voting stock in the Southern Development Bancorporation, incorporated in 1986 to implement a new approach for developing rural and economically depressed communities in Arkansas. 4. Amount expended:
December 31, 1988 $ 150,000 Total $ 150,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
September 5, 2014
7. Date of verification of grantee report
Grantee report reviewed September 5, 2014 . Additional verification considered unnecessary.
Statement 21 - Page 98 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 •
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Step by Step Moldova Str Puskin 16A - 3 Chisinau 2002 MOLDOVA
2. Date and amount of grant (2004-02329.03):
June 8, 2012 $ 75,000 March 1, 2013 $ 75,000 Total Paid $ 150,000
3. Purpose for which grant was made-
To further extend the model of community schools in Moldova.
4. Amount expended-
December 31, 2012 $ 33,782 Total $ 33,782
5. Whether grantee diverted any portion of funds:
6. Date report received from grantee:
Continuous attempts have been made to receive the required reports from the grantee.
7. Date of verification of grantee report
N/A
Statement 21 - Page 99 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 is
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Step by Step Moldova Str Puskin 16A - 3 Chisinau 2002 MOLDOVA
2. Date and amount of grant (2004-02329.04):
July 28, 2014 $ 75,000 Total Paid $ 75,000
3. Purpose for which grant was made-
To further extend the model of community schools in Moldova.
4. Amount expended-
Total $0
5. Whether grantee diverted any portion of funds:
No.
6-Date-report-received- rom-grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 100 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Stichting Samenwerkende Brancheorganisaties Filantropie Lange Voorhout 13, Postbus 556 2514EA Hague NETHERLANDS
2. Date and amount of grant (2013-00047):
November 22, 2013 $ 100,000 August 8, 2014 $ 25,000 Total Paid $ 125,000
3 Purpose for which grant was made:
To strengthen and grow community foundations in the Netherlands.
4 Amount expended:
December 31, 2013 $ 47,974 Total $ 47,974
5. Whether grantee diverted any portion of funds-
6. Date report received from grantee:
January 31, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 21, 2014. Additional verification considered unnecessary.
Statement 21 - Page 101 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990- PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
The Community Development Foundation Western Cape 305 Vincent House, Wynberg Mews, Brodie Road, Wynberg Cape Town 7800 SOUTH AFRICA
2. Date and amount of grant (2009-01059.01):
June 8, 2012 $ 60,000 May 31, 2013 $ 60,000 Total Paid $ 120,000
3. Purpose for which grant was made
To support a grantmaking community development foundation that supports community-led programs and develops leadership at community level. 4 Amount expended:
February 28, 2013 $ 60,000 February 28, 2014 $ 60,000 Total $ 120,000
5. Whether grantee dtverted_anyportton-offun
No
6. Date report received from grantee:
May 2, 2014
7. Date of venfication of grantee report:
Grantee report reviewed May 29, 2014 Additional verification considered unnecessary.
Statement 21 - Page 102 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
The Community Development Foundation Western Cape 305 Vincent House, Wynberg Mews, Brodie Road, Wynberg Cape Town 7800 SOUTH AFRICA
2. Date and amount of grant (2009-01059.02):
May 2, 2014 $ 75,000 Total Paid $ 75,000
3. Purpose for which grant was made-
To support a grantmaking community development foundation that supports community-led programs and develops leadership at community level. 4. Amount expended
Total $0
5. Whether grantee diverted any portion of funds:
No.
6--Date-report-received-from-grantee
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 103 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Tides Canada Initiatives Society 400-163 W. Hastings Street CANADA
2 Date and amount of grant (2000-00286.08):
December 16, 2011 $ 125,000 March 15, 2013 $ 50,000 Total Paid $ 175,000
3. Purpose for which grant was made-
To support a network of Canadian non-governmental organizations promoting transparency and accountability of World Bank energy and climate lending. 4. Amount expended:
December 31, 2012 $ 89,307 December 31, 2013 $ 85,212 Total $ 174,519
5 Whether grantee diverted any portion of funds.
No.
6 Date report received from grantee:
February 20, 2014
7. Date of verification of grantee report.
Grantee report reviewed March 6, 2014. Additional verification considered unnecessary
Statement 21 - Page 104 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Tides Canada Initiatives Society 400-163 W. Hastings Street CANADA
2. Date and amount of grant (2000-00286 09).
May 31, 2013 $ 50,000 Total Paid $ 50,000
3 Purpose for which grant was made
To support a network of Canadian non-governmental organizations promoting transparency and accountability of World Bank energy and climate lending. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
February 20, 2014
7. Date of verification of grantee report:
Grantee report reviewed March 6, 2014 Additional venfication considered unnecessary
Statement 21 - Page 105 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-121 1227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Truth, Justice and Memory Studies Association Cumhuriyet Caddesi, No: 40/8 34367 Elmadag Istanbul TURKEY
2. Date and amount of grant (2011-00980)-
September 26, 2012 $ 75,000 March 1, 2013 $ 50,000 Total Paid $ 125,000
3. Purpose for which grant was made:
To strengthen the role of nonprofits in Turkey in promoting civic engagement on issues of justice and accountability. 4. Amount expended:
December 31, 2012 $ 44,630 December 31, 2013 $ 80,370 Total $ 125,000
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
February 28, 2014
7. Date of verification of grantee report:
Grantee report reviewed August 12, 2014. Additional verification considered unnecessary
Statement 21 - Page 106 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VU-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Truth, Justice and Memory Studies Association Cumhuriyet Caddesi, No. 40/8 34367 Elmadag Istanbul TURKEY
2. Date and amount of grant (2011-00980.01):
April 11, 2014 $ 70,000 Total Paid $ 70,000
3 Purpose for which grant was made-
To strengthen the role of nonprofits in Turkey in promoting civic engagement on issues of justice and accountability. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds.
No.
6. Date report received from grantee:
Report is not required until fiscal year 2015
7. Date of verification of grantee report:
N/A
Statement 21 - Page 107 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Uruguayan Study Center of Appropriate Technologies Santiago de Chile 1183 11200 Montevideo URUGUAY
2. Date and amount of grant (1999-00430 08):
March 2, 2012 $ 125,000 March 29, 2013 $ 125,000 Total Paid $ 250,000
3. Purpose for which grant was made:
To research and analyze the impacts of trade and integration policies on the environment in South America and develop environmentally sustainable alternatives. 4. Amount expended:
December 31, 2012 $ 127,698 December 31, 2013 $ 122, 302 Total $ 250,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee-
May 19, 2014
7. Date of verification of grantee report:
Grantee report reviewed June 19, 2014 Additional verification considered unnecessary
Statement 21 - Page 108 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF , Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Uruguayan Study Center of Appropriate Technologies Santiago de Chile 1183 11200 Montevideo URUGUAY
2. Date and amount of grant (1999-00430.09):
June 13, 2014 $ 125,000 Total Paid $ 125,000
3. Purpose for which grant was made:
To research and analyze the impacts of investment and integration policies on the environment in South America and develop environmentally sustainable alternatives 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee.
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 109 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for-
1. Name and Address
Uthungulu Community Foundation ZCBF Community Park, NGO Office Park South Central Arterial, Alton Richards Bay 3900 SOUTH AFRICA
2. Date and amount of grant (1999-00439.05):
July 26, 2013 $ 70,000 May 2, 2014 $ 50,000 Total Paid $ 120,000
3. Purpose for which grant was made:
To support a community foundation that serves the Uthungulu region of KwaZulu-Natal by providing technical assistance and grants to community based organizations. 4. Amount expended:
February 28, 2014 $ 70,000 Total $ 70,000
5. Whether grantee diverted any portion of funds
No.
6. Date report received from grantee:
March 20, 2014
7. Date of verification of grantee report:
Grantee report reviewed April 1. 2014 Additional verification considered unnecessary
Statement 21 -Page 1 10 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38 -1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1. Name and Address
Women in Black Jug Bogdanova 18 11000 Belgrade SERBIA
2. Date and amount of grant (2007-00119.02):
October 21, 2011 $ 25,000 June 22, 2012 $ 25,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To promote transitional justice and the value of human rights and accountability in Serbia and the Balkan region. 4. Amount expended:
December 31, 2011 $ 14,297 December 31, 2012 $ 29,647 June 30, 2013 $ 6,056 Total $ 50,000
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee:
July 31, 2014
7. Date of verification of grantee report:
Grantee report reviewed October 8, 2014. Additional verification considered unnecessary
Statement 21 - Page 1 I 1 • CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227 0
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1. Name and Address
Women in Black Jug Bogdanova 18 11000 Belgrade SERBIA
2. Date and amount of grant (2007-00119.03):
September 6, 2013 $ 25,000 November 7, 2014 $ 25,000 Total Paid $ 50,000
3. Purpose for which grant was made:
To promote transitional justice and the value of human rights and accountability in Serbia and the Balkan region 4. Amount expended-
December 31, 2013 $ 1 2, 500 Total $ 12,500
5. Whether grantee diverted any portion of funds:
No.
6. Date report received from grantee-
November 3, 2014
7. Date of verification of grantee report:
Grantee report reviewed November 3, 2014 . Additional verification considered unnecessary.
Statement 21 - Page 112 • CHARLES STEWART MOTT FOUNDATION • Employer Identification Number 38-1211227
Form 990-PF, Supporting Data As Of December 31, 2014
Part VII- B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
YAYLA (GOLA) CULTURE ARTS AND ECOLOGY ASSOCIATION Atif Yilmaz Cad. No 8/Kat 3, Beyoglu Istanbul TURKEY
2. Date and amount of grant (2013-00229):
November 7, 2014 $ 40,000 Total Paid $ 40,000
3. Purpose for which grant was made:
The project goal is to strengthen civic engagement and community development in the Eastern Black Sea region of Turkey. 4. Amount expended:
Total $0
5. Whether grantee diverted any portion of funds:
No.
6 Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report:
N/A
Statement 21 - Page 113 • •
CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-121 1227
Form 990-PF, Supporting Data As of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for:
1 Name and Address
Limited liability company "MEMO" 6 Dokukma Street Moscow 129226 RUSSIA
2 Date and amount of grant (2008-00501 02):
December 20, 2013 $150,000
Total Paid 150 000
3 Purpose for which grant was made
To increase public understanding of and support for principles of human rights and civic engagement in Russia
4. Amount expended:
Total
5. Whether grantee diverted any portion of funds.
No
6 Date report received from grantee.
Report is not required until fiscal year 2015.
7 Date of verification of grantee report.
N/A
Statement 21 - Page 114 0 0
CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-121 1227
Form 990-PF, Supporting Data As of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for.
1. Name and Address
SENSE - Central European news service Ltd for publishing business Licks 33 Zagreb 10000 CROATIA
2 Date and amount of grant (2013-00230):
December 6, 2013 $50,000
Total Paid 50 000
3. Purpose for which grant was made.
To increase civic engagement on issues of truth, justice, and reconciliation in the Western Balkans.
4 Amount expended.
Total
5. Whether grantee diverted any portion of funds:
No
6 Date report received from grantee:
Report is not required until fiscal year 2015.
7. Date of verification of grantee report.
N/A
Statement 21 - Page 115 • •
CHARLES STEWART MOTT FOUNDATION Employer Identification Number 38-1211227
Form 990-PF , Supporting Data As of December 31, 2014
Part VII-B - Statement of Regarding Activities Line 5c
Statement of Expenditure Responsibility for
1 Name and Address
Youth Sports of Northern New Jersey 132 Jane Street Englewood, NJ 07631-1634
2. Date and amount of grant (2009-01012)
January 19, 2010 $27,000
Total Paid 27 000
3 Purpose for which grant was made:
To identify proven practices that expand education and life opportunities for marginalized males.
4. Amount expended.
December 31, 2010 $27,000
Total 27 000
5 Whether grantee diverted any portion of funds:
No
6 Date report received from grantee-
January 31, 2011
7 Date of verification of grantee report
Grantee report reviewed April 23, 2015 Additional verification considered unnecessary.
Statement 21 -Page 116 CHARLES STEWART MOTT FOUNDATION #38-1211227 SUMMARY OF DIRECT CHARITABLE ACTIVITIES STATEMENT 22 2014 990PF - PART IX-A
Technical Assistance - Flint Community Schools = $656,430. Purpose: To provide technical support on education community wide. This Foundation-Administered Project (FAP) helped to further the Foundation's work in supporting the turnaround efforts of the struggling Flint Community School (FCS) district. Through this FAP, the Foundation provided FCS with a variety of resources to better understand the needs of the district, the budgetary constraints in which they operate, and the educational trends and standards for comparable urban districts. Provided were the services of a national- level school turnaround expert to advise the superintendent on significant restructuring within the district, assistance in reconfiguring the FCS business office to address the needs of a school district of their current size, and support in preparing and filing a Deficient Elimination Plan with the State of Michigan.
Community Foundation Development in South-East Europe = $ 161,029. Purpose: To support the development of the community foundation field in CEE/Russia. This Foundation Administered Project (FAP) helped to further the Foundation's efforts to promote and develop a more robust culture of private giving for public good on the community level in Central and Eastern Europe and Russia (CEE/Russia) region. Through this FAP, the Foundation organized a study visit to Slovakia and a series of learning and strategizing sessions for 40 CEE/Russia grantees and experts in the field of community foundations. In addition, the Foundation commissioned six reflection papers as well as several photo- and video-products to capture the participants' experiences from the visit. The outcomes and products of this visit were disseminated through a specially created website.
Mott Community Foundation Centennial Microsite = $140,082. Purpose: To share decades of experience in supporting community foundation development both in the U.S. and around the world. This Foundation Administered Project (FAP) created a mini website (microsite) that shares the Mott Foundation's experience and lessons learned over 35 years of supporting the community foundation field domestically and globally. It was launched at the Council on Foundations' fall conference for community foundations in Cleveland in October, 2014. The conference celebrated the 100`h anniversary of the birth of the community foundation field and was attended by over 1,500 persons. Hundreds of conference goers visited a Mott Foundation exhibition booth which had the Mott Community Foundation Centennial Microsite on display. Since its launch through mid-March, the microsite has been visited 2,253 times by 1,295 users from 29 countries around the world, with an average session duration of 6 minutes and 23 seconds. The microsite is a popular resource for others who are working to develop community philanthropy. • 0
Learning Beyond the Classroom Technical Assistance = $135,000. Purpose: To provide technical assistance to the Statewide Afterschool Networks in the areas of afterschool policy, practice , and sustainability. This Foundation-Administered Project (FAP) helped to further the Foundation's efforts to provide technical assistance in the areas of afterschool policy, practice and sustainability. Through this FAP, the Foundation commissioned a consultant to: (1) promote understanding of major policy or other developments in the afterschool, community learning and expanded learning fields; (2) aided in promotion of the Expanding Minds and Opportunities: Leveraging the Power of Afterschool and Summer Learning for Student Success compendium, including serving as a speaker or moderator at national and state conferences on articles and themes in the compendium; (3) developed strategies to advance the statewide afterschool networks; (4) assisted in the preparation and implementation of the National Network of State Afterschool Networks' meeting, including helping to moderate the conference; and (5) participated in meetings and conferences with other education stakeholders.