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Form 990-PF Return of Private Foundation

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Form 990-PF Return of Private Foundation 0 0 Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service 2008 Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. For calendar year 2008 , or tax year beginning , and ending G Check all that apply Initial return Final return Amended return L_J Address change Name change A Employer identification number Use the IRS Name of foundation label. Otherwise, HARLES STEWART MOTT FOUNDATION 38-1211227 print Number and street (or P 0 box number if mail is not delivered to street address ) Room/su to B Telephone number or type . 03 S. SAGINAW STREET 200 (810) 238-5651 See Specific City or town, state, and ZIP code C If exemption application is pending, check here Instructions . ► LINT MI 48502-1851 D 11.Foreign organizations, check here • 2. Foreign organizations meeting the 85% test. H Check typea of organization: XSection 501 (c)(3) exempt private foundation check here and attach computation = Section 4947(a)( 1 ) nonexemp t charitable trus t 0 Other taxable private foundation E If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method: L_J Cash X Accrua l under section 507(b)(1)(A), check here (from Part ll, col (c), line 16) 0 Other (specify) F If the foundation is in a 60-month termination 1 933 , 369 747. (Part 1, column (d) must be on cash basis) under section 507(b)(1)(B), check here Part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns ( b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a) ex p enses p er books income income (cash basis only) 1 Contributions, gifts, grants, etc., received 2 Check it the foundation is not required to attach Sch B on savings and temporary 3 , 460 , 484. 3 1 460,484. TATEMENTI 3 cashentvestments 4 Dividends and interest from securities 47 987 492. 47 987492. TATEMENT2 5a Gross rents 790 , 635. 790 , 635. TATEMENT3 b Net rental income or (loss) -1,169,509. TATEMENT4 6a Net gain or (loss ) from sale of assets not on line 10 16 , 383 , 158. Gross sales price for all 3 048 , 014 , 980. c b assets on line 6a y 7 Capital gain net income (from Part IV, line 2) 15 892 , 722. 8 Net short-term capital gain 9 Income modifications Gross sales less returns 10a and allowances b Less Cost of goods sold c Gross profit or (loss) STATEMENT 10A 11 Other income -135 , 078. -27 , 670. 30 , 035. TATEMENT10 12 Total. Add lines 1 through 11 68 486 691. 68 103 663. 30 , 035. 0. 13 Compensation of officers, directors, trustees , etc 2,835,, , 187. 883 , 448. 1,951 , 739. 14 Other employee salaries and wages 7324989. 2 , 225 , 562. 0. 5,087 475. 15 Pension plans, employee benefits 4,420,567. 832 325. 0. 4,320 , 616. 16a Legal fees STMT 5 999123. 122 643. 0. 736, 042. ¢ea b Accounting fees STMT 6 193,453. 19,345. 0. 159 , 196. 61v CL rj c Other professional fees STMT 7 3 , 068 017. 2 , 454 , 059. 0. 606 , 539. > 17 Interest O F 18 Taxes - STMT .8 -13,831 , 116. 0. 0. 5,149. M, 19 Depreciation and depletion STMT 8A 354 170. 208 587. 0. E 20 Occupancy - - 1 , 449 , 019. 713 780. 0. 738 576. a 21 Travel, conferences, and meetings 1,164,910. 163 , 024. 0. 1,010,939. 22 Printing and publications 399 524. 150 431. 0. 250 718. 0 23 Other expenses STMT 9 1 , 071 , 379. 237 766, 0. 861 695. 16 24 Total operating and administrative a expenses . Add lines 13 through 23 9,449,222. 8 , 010 , 970. 0. 15,728 , 684. 0 25 Contributions, gifts, grants paid - 109,867 , 816. 77,245 , 733. 26 Total expenses and disbursements. Add lines 24 and 25 119 317 038. 8 , 010 , 970. 0. 92,974 417. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and cis -50 , 830 , 347. b Net investment incom^^ 60 092 693. c Adjusted net i ome (if p 30 , 035. 1 LHA For Pri cy nd Paperw^rkR"n A QI^ ce, see the instructions. Form 990-PF (2008) 0 1 - 02 - 0 1 - 02 - 09 • 0 Form 990-PF (2008) CHARLES STEWART MOTT FOUNDATION 38-1211227 Paoe2 perched schedules and amounts in the descnpbon Beginning of year End of year Part II Balance Sheets column should beforend•of-year amounts only (a) Book Value (b ) Book Value (c) Fa ir Market Value 1 Cash - non-interest-bearing 25,764. 23,920. 23 , 920. 2 Savings and temporary cash investments 221 594 , 486. 245 447 118. 245,447 118. 3 55,749- Accounts receivable ► 43 , 843. 55 , 749. 55 , 749. Less: allowance for doubtful accounts ► 4 Pledges receivable ► Less: allowance for doubtful accounts ► 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other disqualified persons 7 Other notes and loans receivable ► Less: allowance for doubtful accounts ► 8 Inventories for sale or use - 9 Prepaid expenses and deferred charges 2,013 , 179. 82,896. 82 , 896. a 10a Investments - U.S. and state government obligations STMT 12 211 669 231. 110 , 689,781. 110 689 781. bInvestments - corporate stock - STMT 13 1 , 650 , 467 , 746. 858 481 461. 858,481,461. c Investments - corporate bonds STMT 14 104 521 236. 81 329 586. 81,329 586. 8A 11 investments •land, buildings, and equipment basis ► STMT 8 , 994 , 633. STMT Less accumulated depreciation ► 8A 5,148,348. 3 , 867 , 923. 3 , 846 , 285. 7,316 , 950. 12 Investments - mortgage loans 13 Investments - other STMT 15 507 250 912. 620,801 159. 620 801,159. 1, 857 930 . 14 Land, buildings, and equipment: basis ► 1,537 154. 930. less accumulated depreciation ► 1 , 857 , 1 , 857 , 930. STATEMENT16 ) 8 , 468 , 051. 7 , 283 , 197. 15 Other assets (describe ► 7,283,197. 16 Total assets to be completed by all filers 2,711,459,525. 1,929899,082. 1,933,369,747. 17 Accounts payable and accrued expenses _ 1,057 , 818. 1 , 027 , 758. 18 Grants payable 23,096 198. 55 221 488. u) 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons m_ 21 Mortgages and other notes payable STATEMENT17 ) 25 623 596. 29 116 499. 'j 22 Other liabilities (describe ► 23 Total liabilities (add lines 17 through 22 ) 49, 777 612. 85 365 745. Foundations that follow SFAS 117, check here ► X and complete lines 24 through 26 and lines 30 and 31. U) 24 Unrestricted 2,661 681,913. 1,844,533 337. 25 Temporarily restricted to 26 Permanently restricted r_ Foundations that do not follow SFAS 117, check here ► Q LL and complete lines 27 through 31. ° 27 Capital stock, trust principal, or current funds % 28 Paid-in or capital surplus, or land, bldg., and equipment fund to 29 Retained earnings, accumulated income, endowment, or other funds 2,661 681 913. 1,844,533,337-. Z 30 Total net assets or fund balances 31 Total liabilities and net assets/fund balances 2,711,459,525. 1,929 , 899 , 082 Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) - 1 2 , 661 681 913 . 2 Enter amount from Part I, line 27a 2 -50 , 830 , 347. 3 Other increases not included in line 2 (itemize) ► 3 0. 4 Add lines 1, 2, and 3 4 2,610,851 ,566. SEE 766 5 Decreases not included in line 2 (itemize) ► STATEMENT 11 5 , 318 ,229. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 1,844,533 ,337. Form 990-PF (2008) 823511 01-02-09 • E Form 990-PF (2008) CHARLES STEWART MOTT FOUNDATION 38-1211227 Page 3 Part IV Capital Gains an d Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e.g., real estate, ow acquire (c) Date acquired (d) Date sold - Purchase day, yr.) (mo., day, yr.) 2-story brick warehouse; or common stock, 200 shs. MLC Co.) D - Donation No., la SEE STATEMENT 22 P VARIOUS VARIOUS b c d e Depreciation allowed Cost or other basis (h) Gain or (loss) (e) Gross sales price (f) (g) (or allowable) plus expense of sale (e) plus (f) minus (g) a 3,046 014 980. 3,032 , 122 , 258. 15 892 722. 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 than -0-) or (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less (h)) (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any Losses (from col. a 15 892 722. b c d e If gain, also enter in Part 1, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 15 , 892,722. 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).
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