2024-08-07T12:09:34-05:00 2023-12-31 381910111 UHY ADVISORS GREAT LAKES INC 12900 HALL RD STE 510 STERLING HEIGHTS MI 483131153 990PF 2023-01-01 386092530 MALCOLM AND BETH LOWENSTEIN FOUNDATION MALC 2482032000 33 BLOOMFIELD HILLS PARKWAY 120 BLOOMFIELD HILLS MI 48304 JAMES A COLMAN OFFICER 2482032000 2024-07-25 1 0 KATHLEEN CROCKETT P00290282 5862548141 2024-07-23 2023 2024-08-08 14:25:15Z X 2534610 X X 288 288 49641 49641 36960 241427 36960 86889 86889 0 0 0 33600 16800 16800 1500 750 750 2050 2050 0 10507 6503 4004 47657 26103 21554 110610 110610 158267 26103 132164 -71378 60786 16686 33865 33865 259271 259271 1184309 1328725 1239125 1316436 1604682 1532261 2534610 0 0 X 0 0 0 0 1604682 1532261 1604682 1532261 1604682 1532261 1604682 -71378 11917 1545221 12960 1532261 MERRILL LYNCH - SALE OF STOCK P 2023-12-31 55000 25258 29742 29742 MERRILL LYNCH - SALE OF STOCK P 2023-12-31 7449 7378 71 71 MERRILL LYNCH - SALE OF STOCK P 2023-12-31 140083 147811 -7728 -7728 MERRILL LYNCH - SALE OF STOCK P 2023-12-31 24450 24020 430 430 CAPITAL GAINS DIVIDENDS P 14445 14445 14445 36960 845 0 845 0 845 1852 0 0 0 1852 0 1007 1007 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A DIANE ALLRED 2484561509 33 BLOOMFIELD HILLS PARKWAY SUITE 120 BLOOMFIELD HILLS MI 48304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONNIE LOWENSTEIN COLMAN 33 BLOOMFIELD HILLS PARKWAY STE 120 BLOOMFIELD MI 48304 TREASURER / DIRECTOR 2.00 0 0 0 BETSY LOWENSTEIN FELD 33 BLOOMFIELD HILLS PARKWAY STE 120 BLOOMFIELD MI 48304 PRESIDENT / DIRECTOR 2.00 0 0 0 RAYMOND LAMBERT 33 BLOOMFIELD HILLS PARKWAY STE 120 BLOOMFIELD MI 48304 SECRETARY 2.00 0 0 0 DR JAMES M FELD 33 BLOOMFIELD HILLS PARKWAY STE 120 BLOOMFIELD MI 48304 VICE PRESIDENT / DIRECTOR 2.00 0 0 0 JAMES A COLMAN 33 BLOOMFIELD HILLS PARKWAY STE 120 BLOOMFIELD MI 48304 VICE PRESIDENT / DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2448871 25325 0 2474196 0 0 2474196 37113 2437083 121854 121854 845 845 121009 0 121009 0 121009 132164 0 132164 121009 108775 0 0 132164 108775 0 0 23389 0 0 0 0 0 0 0 0 97620 0 0 0 X ALL OF US FOUNDATION - INST FOR FIREARM INJURY PREVENTION 201 TOWNSEND AVE SUITE 900 LANSING MI 48933 PC TO PROVIDE FUNDS FOR HEALTH ISSUES RESEARCH 2500 AM CANCER SOCIETY - RELAY FOR LIFE PO BOX 10069 DETROIT MI 48210 PC TO PROVIDE FUNDS FOR CANCER RESEACH 100 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET ATLANTA GA 30303 PC TO PROVIDE MEDICAL RESEARCH AND FINANCIAL ASSISTANCE 50 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 PC TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN NEED 200 AMNESTY INTERNATIONAL 5 PENN PLAZA 16TH FLOOR NEW YORK NY 10001 PC TO PROVIDE ASSISTANCE IN INTERNATIONAL HUMAN RIGHTS EFFORTS 100 BABY QUEST 149 S BARRINGTON AVE 112 LOS ANGELES CA 90049 PC TO PROVIDE FUNDS FOR INFERTILITY ASSISTANCE 150 BEAUMONT HEALTH FOUNDATION 3711 W 13 MILE RD ROYAL OAK MI 48073 PC TO PROVIDE FUNDS FOR MEDICAL ASSISTANCE 5000 CAP & CONQUER 6632 TELEGRAPH RD SUITE 123 BLOOMFIELD HILLS MI 48301 PC TO PROVIDE FUNDS FOR CANCER SIDE EFFECT ASSISTANCE 500 CHI ARTS FOUNDATION 2714 W AUGUSTA BLVD CHICAGO IL 60622 PC TO PROMOTE EDUCATION 500 CHICAGO BOTANIC GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 PC CULTIVATE THE POWER OF PLANTS TO SUSTAIN AND ENRICH LIFE. 300 CHILD SAFE OF MICHIGAN HOLIDAY WISH LIST 30301 NORTHWESTERN HWY SUITE 100 FARMINGTON HILLS MI 48334 PC RESOURCES FOR CHILDREN WHO ARE IMPACTED BY ABUSE AND NEGLECT 3500 CHILDREN'S CANCER FUND 1650 W 82ND ST SUITE 4000 MINNEAPOLIS MN 55431 PC TO PROVIDE FUNDS FOR CHILDREN'S CANCER RESEARCH 100 COMMUNITIES IN SCHOOLS 2345 CRYSTAL DR SUITE 700 ARLINGTON VA 22202 PC TO PROVIDE FUNDS FOR TUITION ASSISTANCE 2500 COMMUNITY EMPOWERMENT 333 W FORT ST DETROIT MI 48226 PC TO PROVIDE FUNDS TO VARIOUS ORGANIZATIONS 250 CRANBROOK ACADEMY OF ART 39221 WOODWARD AVE BLOOMFIELD HILLS MI 48303 PC GRADUATE SCHOOL FOR ART AND DESIGN 3000 CROHN'S & COLITIS FOUNDATION 25882 ORCHARD LAKE RD STE 102 FARMINGTON HILLS MI 48336 PC TO PROVIDE MEDICAL RESEARCH AND FINANCIAL ASSISTANCE 1000 CYSTIC FIBROSIS 2265 LIVERNOIS RD SUITE 410 TROY MI 48083 PC TO PROVIDE FUNDS FOR CYSTIC FIBROSIS RESEARCH 3000 DEBRA GELFAND'S CHILDREN FOUNDATION PO BOX 747 CHICAGO IL 60025 PC TO PROVIDE FUNDS FOR DISTRICT 34 EMERGENCY FUND 200 DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVE DETROIT MI 48201 PC TO PROVIDE FUNDS TO MUSICAL EDUCATION 2600 DOMESTIC HARMONY PO BOX 231 HILLSDALE MI 49242 PC TO PROVIDE SUPPORT AND SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE 150 EMPOWERMENT PLAN 1401 VERMONT ST DETROIT MI 48216 PC TO PROVIDE EMPLOYMENT OPPORTUNITIES FOR HOMELESS INDIVIDUALS IN THE COMMUNITY 2000 EVANS SCHOLARS FOUNDATION PO BOX 301 GOLF IL 60029 PC TO PROVIDE SCHOLARSHIPS FOR EDUCATION 250 FARBER HEBREW DAY SCHOOL 21100 W 12 MILE RD SOUTHFIELD MI 48076 PC EDUCATION FUND 3600 FOOD ALLERGY EDUCATION 7925 JONES BRANCH DR SUITE 1100 MCLEAN VA 22102 PC TO PROVIDE FUNDS FOR CANCER RESEARCH 100 FRIENDS OF ISRAEL DEFENSE FUND PO BOX 4224 NEW YORK NY 10163 PC TO PROVIDE FUNDS FOR ASSISANCE TO ISRAELI SOLDIERS 400 HADASSAH OF MICHIGAN 5030 ORCHARD LAKE RD WEST BLOOMFIELD MI 48323 PC TO PROMOTE WOMEN'S EQUALITY 360 HORIZONS-UPWARD BOUND DEPT 77428 - PO BOX 77000 DETROIT MI 482770428 PC TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DETROIT YOUTH 1500 HOWARD AREA COMMUNITY CENTER 7648 N PAULINA STREET CHICAGO IL 60626 PC TO PROVIDE SUPPORT AND SERVICES FOR LOW-INCOME CHICAGO RESIDENTS 5000 ISRAEL PARASPORT CENTER 1 NORTHFIELD PLAZA SUITE 300 NORTHFIELD IL 60093 PC TO PROVIDE FUNDS TO REHABILITATION SERVICES 500 JDRF 1 E WACHER DR SUITE 1400 CHICAGO IL 60601 PC TO PROVIDE TO THE GENERAL FUND. 4930 JEWISH FEDERATION OF METRO DETROIT PO BOX 2030 BLOOMFIELD HILLS MI 483032030 PC TO PROVIDE ASSISTANCE TO MEMBERS OF THE JEWISH COMMUNITY 4681 JEWISH FEDERATION OF WEST PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 PC IMPROVING THE LIVES OF JEWISH PEOPLE IN PALM BEACH 600 JEWISH HOSPICE & CHAPLAINCY NETWORK 6555 WEST MAPLE RD WEST BLOOMFIELD MI 48322 PC TO PROVIDE TO THE GRAND CIRCLE OF WOMEN. 500 JEWISH UNITIED FUND 303 E WACKER DR SUITE 2300 CHICAGO IL 60601 PC TO PROVIDE FUNDS FOR ISRAEL ASSISTANCE 11900 LAKE SHORE COUNTRY CLUB EDUCATION FUND 1255 SHERIDAN ROAD GLENCOE IL 60022 PC EDUCATION FUND 455 LAURENCE SCHOOL 13639 VICTORY BLVD VAN NUYS CA 91401 PC TO PROVIDE EDUCATION AND LEARNING EXPERIENCES FOR STUDENTS 1500 LEUKEMIA AND LYMPHOMA FOUNDATION 100 PAINTERS MILL RD STE 800 OWINGS MILLS MD 21117 PC TO PROVIDE MEDICAL RESEARCH 225 LOU MALNATI'S CANCER RESEARCH FUND 3685 WOODHEAD DR NORTHBROOK IL 600621816 PC TO PROVIDE MEDICAL RESEARCH 300 LYNN SAGE CANCER RESEARCH 251 EAST HURON STREET CHICAGO IL 60611 PC TO PROVIDE MEDICAL RESEARCH 250 MADD 511 E JOHN CARPENTER FREEWAY STE 700 IRVING TX 75062 PC TO PROVIDE EDUCATION AND SUPPORT FOR FAMILIES AFFECTED BY DRUNK DRIVING 100 MAKE-A- WISH FOUNDATION 7600 GRAND RIVER AVE SUITE 175 BRIGHTON MI 48114 PC TO PROVIDE ASSISTANCE TO GRANT WISHES FOR CHILDREN WITH CRITICAL ILLNESSES 100 MURPHY'S BACKPACKS 801 LAUREL OAK DR NAPLES FL 34108 PC TO PROMOTE MEDICAL RESEARCH 250 NF FORWARD 1074 WOODWARD AVE DETROIT MI 48226 PC TO PROVIDE FUNDS FOR CANCER RESEARCH 4500 NORTH SHORE CONGREGATION ISRAEL 1185 SHERIDAN ROAD GLENCOE IL 60022 PC TO SUPPORT AND PROMOTE JUDAISM 5000 ORT AMERICA 6735 TELEGRAPH RD STE 350 BLOOMFIELD HILLS MI 48301 PC TO PROVIDE EDUCATION SERVICES FOR UNDERSERVED JEWISH YOUTH 2850 PHASE ONE FOUNDATION 5792 WEST JEFFERSON BLVD LOS ANGELES CA 90016 PC TO PROVIDE MEDICAL RESEARCH, EDUCATION AND TREATMENT 5400 PLAY FOR PINK 28 W 44TH ST SUITE 609 NEW YORK NY 10036 PC BREAST CANCER RESEARCH 150 RAVINIA FESTIVAL 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 PC TO SUPPORT COMMUNITY MUSIC FESTIVAL 4125 SHALVA PO BOX 46375 CHICAGO IL 606460375 PC TO PROVIDE ASSISTANCE FOR MENTALLY AND PHYSICALLY CHALLENGED INDIVIDUALS 9000 SPECIAL OLYMPICS PO BOX 795 MT PLEASANT MI 48804 PC TO PROVIDE EQUIPMENT, TRAINING, AND HEALTH SCREENINGS FOR ATHLETES IN NEED 50 SPILL THE HONEY FOUNDATION 23179 TELEGRAPH RD SOUTHFIELD MI 48033 PC TO PROMOTE BLACK-JEWISH ALLIANCE 5000 STARFISH FAMILY SERVICES 30000 HIVELY STREET INKSTER MI 48141 PC TO PROVIDE ASSISTANCE FOR CHILDREN AND FAMILIES IN METRO DETROIT 2500 TAMARACK CAMPS 6735 TELEGRAPH ROAD STE 380 BLOOMFIELD HILLS MI 48301 PC TO PROVIDE CAMPING EXPERIENCES FOR JEWISH COMMUNITY 1100 TEMPLE BETH EL 7400 TELEGRAPH BLOOMFIELD HILLS MI 48301 PC TO SUPPORT AND PROMOTE JUDAISM 3234 THE CHILDRENS FOUNDATION 3011 W GRAND BLVD SUITE 218 DETROIT MI 48202 PC TO PROVIDE FUNDS FOR PEDIATRIC HEALTH RESEARCH 300 THE HUNDRED CLUB PO BOX 1018 FENTON MI 48430 PC TO PROVIDE SUPPORT TO FAMILIES OF FIREFIGHTERS KILLED IN THE LINE OF DUTY 600 URBAN INITIATIVE 650 W LAKE ST SUITE 340 CHICAGO IL 60661 PC TO PROVIDE TP THE FUTURE FUND. 500 VARIETY THE CHILDREN'S CHARITY 600 S ADAMS ROAD STE 230 BIRMINGHAM MI 48009 PC TO PROVIDE SUPPORT AND ASSISTANCE TO CHILDREN 1100 110610 0 14 288 14 49641 18 36960 0 86889 0 86889 3 CHARITABLE PURPOSES 4 CHARITABLE PURPOSES 8 CHARITABLE PURPOSES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 33600 16800 16800 CORPORATE STOCKS 259271 1184309 OTHER INVESTMENTS AT COST 1239125 1316436 M-1 UNREALIZED GAINS AND LOSSES 12960 MISCELLANEOUS EXPENSES 4004 0 4004 ADVISORY FEES 6503 6503 0 M-1 NONDIVDEND DISTRIBUTIONS 11917 PROFESSIONAL FEES 1500 750 750 FOREIGN TAXES 1050 1050 0 FEDERAL TAXES 1000 1000 0