2023-11-15T18:21:38-06:00 2022-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2022-01-01 817022080 SOUTHEAST MICHIGAN OPPORTUNITY TRUST SOUT 3139616675 333 WEST FORT STREET 2010 DETROIT MI 48226 RICHARD L DEVORE PRESIDENT 3139616675 2023-11-15 1 RICHARD DEVORE 999009999 0 SHAWNA M JANSONS P01222873 3174648600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD L DEVORE 333 WEST FORT STREET 2010 DETROIT MI 48226 0 0 X N/A X 2016 MI ESTABLISHED TO FACILITATE GIFTS TO SUPPORT CHARITABLE ACTIVITIES THAT BENEFIT SOUTHEAST MICHIGAN. 3 2 0 2 0 0 0 0 0 0 0 0 444 0 444 0 25248 0 0 0 0 0 0 0 0 0 0 25248 0 -24804 0 0 0 0 0 0 0 X THE SOUTHEAST MICHIGAN OPPORTUNITY TRUST (THE ORGANIZATION) WAS ESTABLISHED AS A SUPPORTING ORGANIZATION TO THE COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN (CFSEM). THE MISSION OF CFSEM IS TO ENHACE QUALITY OF LIFE IN SOUTHEAST MICHIGAN. THE CFSEM PROMOTES AND FACILITATES PERMANENT CHANGE IN THAT AREA. CFSEM MAKES STRATEGIC INVESTMENTS IN PROGRAMS AND ORGANIZATIONS THAT BENEFIT THE REGION. 0 0 THE ORGANIZATION IS USED FOR FACILITATING SIGNIFICANT GIFTS WHERE GIFTS TO A CHARITABLE TRUST ARE BENEFICIAL. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 MI X JENILYN NORMAN 3139616675 333 WEST FORT STREET SUITE 2010 DETROIT MI 482263134 RICHARD L DEVORE START 4122 CO-TRUSTEE 0.50 48.50 X X 0 454601 16494 MARIAM C NOLAND END 33122 CO-TRUSTEE 0.50 48.50 X X 0 278522 37471 JAMES B NICHOLSON CO-TRUSTEE 0.50 3.00 X X 0 0 0 MARY H WEISER CO-TRUSTEE 0.50 1.50 X X 0 0 0 0 733123 53965 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 X X 0 1 X 0 0 X X X 1 COMMUNITY FOUNDATION FOR SE MICHIGAN 382530980 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE TRUST HAS EVALUATED ASB ASC 740, INCOME TAXES, AND HAS CONCLUDED IT HAS NO UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 RICHARD L DEVORE START 4122 CO-TRUSTEE 0 451670 0 0 0 2931 0 0 0 16494 0 471095 0 0 MARIAM C NOLAND END 33122 CO-TRUSTEE 0 276145 0 0 0 2377 0 30511 0 6960 0 315993 0 0 FORM 990, PART VI, SECTION A, LINE 7A CO-TRUSTEES ARE APPOINTED BY A MAJORITY VOTE OF THE BOARD OF TRUSTEES OF THE COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT IRS FORM 990 WAS DISTRIBUTED ELECTRONICALLY TO ALL DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. THE DRAFT FORM 990 WAS PREPARED BY PROFESSIONAL TAX PREPARERS PRIOR TO THE DIRECTORS' REVIEW. ANY NECESSARY CHANGES WERE UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES WERE MADE IT WAS SIGNED BY THE SECRETARY/TREASURER, DATED AND SUBMITTED BY THE FILING DEADLINE. A COPY OF THE APPROVED FORM 990 WAS PROVIDED TO ALL THE DIRECTORS BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, PROMPTLY FOLLOWING THE CLOSE OF THE CALENDAR YEAR, EACH CO-TRUSTEE SHALL COMPLETE AND SUBMIT TO THE TRUST A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR MARIAM C. NOLAND, PRESIDENT OF THE COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN (ENDING 3/31/22) AND RICHARD L. DEVORE, PRESIDENT OF THE COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN (BEGINNING 4/1/22), IS SET BY THE RELATED ORGANIZATION. THE FOLLOWING STEPS ARE TAKEN AT THE RELATED ORGANIZATION. THE INDIVIDUAL PROVIDES THE CHAIR, EXECUTIVE COMMITTEE OF THE COMMUNITY FOUNDATION WITH A SUMMARY OF ANNUAL ACCOMPLISHMENTS. THE CHAIR DISCUSSES THE SUMMARY WITH THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE FOUNDATION PRESIDENT AFTER REVIEWING COMPARABLE COMPENSATION INFORMATION OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY SIMILAR POSITIONS FROM SIMILARLY SITUATED ORGANIZATIONS WITH PERIODIC REVIEW BY INDEPENDENT FIRMS AND SUCH DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ALSO THE COMBINED STATEMENTS APPEAR ON THE WEB SITE AND IN THE ANNUAL YEARBOOK OF CFSEM. FORM 990, PART XII, LINE 2A-2C AN AUDIT WAS CONDUCTED ON THE DECEMBER 31, 2022 COMBINED FINANCIAL STATEMENTS OF THE COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN AND ITS SUPPORTING ORGANIZATIONS, INCLUDING SOUTHEAST MICHIGAN OPPORTUNITY TRUST. THE FINANCIAL STATEMENTS WERE PREPARED, AND THE AUDIT WAS CONDUCTED IN ACCORDANCE WITH U.S. GAAP. AN UNMODIFIED OPINION WAS ISSUED BY THE AUDITOR. OVERSIGHT WAS PROVIDED BY THE CFSEM AUDIT COMMITTEE. COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 WEST FORT STREET SUITE 2010 DETROIT MI 48226 382530980 CHARITABLE MI 501(C)(3) LINE 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0