2024-06-26T12:50:31-07:00 2024-01-31 261341742 LoPrete & Lyneis PC 41000 Woodward Ave Ste 310 Bloomfield Hills MI 48304 990PF 2023-02-01 203641412 SIEG DUNLAP FOUNDATION SIEG 2485945770 41000 WOODWARD AVENUE BLOOMFIELD HILLS MI 48304 JAMES H LOPRETE PRESIDENT 2485945770 2024-06-26 JAMES LOPRETE XXX-XX-XXXX true Mary M Lyneis P01207065 2485945770 2024-06-26 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 9178261 X X 179979 179979 149927 322736 0 0 454 330360 179979 6000 16469 0 0 615 0 310 23579 23559 46973 0 23559 502745 502745 549718 0 526304 -219358 179979 347581 301033 301033 0 0 3206565 3033755 8877228 0 0 0 0 0 0 3554146 3334788 9178261 0 0 0 0 0 X 3554146 3334788 3554146 3334788 3554146 3334788 3554146 -219358 3334788 3334788 2502 0 2502 0 2502 540 1962 2502 0 0 false false false false false false false false true MI true false false false false true N/A JAMES H LOPRETE 2485945770 41000 WOODWARD AVENUE STE 120 EASST BLOOMFIELD HILLS MI 48304 false false false false false false false false false false false false false false false false false false false false JAMES H LOPRETE 41000 WOODWARD AVENUE SUITE 310 BLOOMFIELD HILLS MI 48304 PRESIDENT/TREASURER 3.00 1000 0 0 JAMES S LOPRETE 41000 WOODWARD AVENUE SUITE 310 BLOOMFIELD HILLS MI 48304 VICE PRESIDENT 1.00 1000 0 0 ROBERT D LOPRETE 41000 WOODWARD AVENUE SUITE 310 BLOOMFIELD HILLS MI 48304 VICE PRESIDENT 1.00 1000 0 0 MARY M LYNEIS 41000 WOODWARD AVENUE SUITE 310 EAS BLOOMFIELD HILLS MI 48304 SECRETARY 0.00 0 0 0 LAUREN LOPRETE 41000 WOODWARD AVENUE SUITE 310 EAS BLOOMFIELD HILLS MI 48304 ASSOCIATE TRUSTEE 0.00 1000 0 0 JAMES E LOPRETE 41000 WOODWARD AVENUE SUITE 310 EAS BLOOMFIELD HILLS MI 48304 ASSOCIATE TRUSTEE 0.00 1000 0 0 DAVID P GERMAINE 41000 WOODWARD AVENUE SUITE 310 EAS BLOOMFIELD HILLS MI 48304 ASSOCIATE TRUSTEE 0.00 1000 0 0 NONE 0 NONE 0 8988605 366574 0 9355179 0 9355179 140328 9214851 460743 460743 2502 2502 458241 458241 458241 526304 526304 458241 0 0 0 153160 153160 526304 0 305081 221223 153160 153160 221223 0 0 0 0 0 221223 0 0 0 0 221223 NONE NONE X ACADEMY OF GENERAL DENISTRY FOUNDATION 560 W LAKE ST 6TH FLOOR CHICAGO IL 60606 501(c)(3) MEDICAL 1000 AMAH MUTSUN LAND TRUST 2460 17TH AVENUE 6TH FLOOR SANTA CRUZ CA 94562 501(c)(3) GENERAL CHARITABLE 1500 BONNY DOON FIRE & SAFETY COUNCIL 150 MCGIVERN WAY BONNY DOON CA 95060 501(c)(3) GENERAL CHARITABLE 500 CISV GREATER DETROIT P O BOX 20254 FERNDALE MI 48220 501(c)(3) YOUTH ASSISTANCE 3500 ALZHEIMER'S ASSN OF GREATER MI 25200 TELEGRAPH ROAD SOUTHFIELD MI 48073 501(c)(3) MEDICAL RESEARCH 3000 AMERICAN FRIENDS OF CANADIAN LAND TRUSTS 336 36TH ST 717 BELLINGHAM WA 98225 501(c)(3) GENERAL CHARITABLE 1000 AMERICAN HEART ASSN MIDWEST 3816 PAYSPHERE CIRCLE CHICAGO IL 60604 501(c)(3) MEDICAL RESEARCH 3000 ANGEL'S PLACE 29299 FRANKLIN ROAD SOUTHFIELD MI 48037 501(c)(3) GENERAL CHARITABLE 1000 ART INSITUTE OF CHICAGO 111 S MIGHIGAN AVENUE CHICAGO IL 60603 501(c)(3) ART 1000 BLISSFEST MUSIC ORGANIZATION 522 LIBERTY STREET PETOSKEY MI 49770 501(c)(3) GENERAL CHARITABLE 2000 BOTTOMLESS TOY CHEST P O BOX 623 BIRMINGHAM MI 48303 501(c)(3) GENERAL CHARITABLE 2000 BOYS HOPEGIRLS HOPE P O BOX 21085 DETROIT MI 48221 501(c)(3) GENERAL CHARITABLE 2000 BULLETIN OF ATOMIC SCIENTISTS P O BOX 15461 CHICAGO IL 60615 501(c)(3) GENERAL CHARITABLE 8000 FIRST UNITED METHODIST CHURCH 1589 W MAPLE RD BIRMINGHAM MI 48009 501(c)(3) RELIGIOUS 3000 THE BERRY CENTER 111 S MAIN STREET NEW CASTLE KY 40050 501(c)(3) GENERAL CHARITABLE 1000 CENTER FOR ACCESSIBLE TECHNOLOGY 3075 ADLINE SUITE 220 BERKELEY CA 94703 501(c)(3) GENERAL CHARITABLE 3500 CHERRY HILL PRESBYTERIAN CHURCH 24110 CHERRY HILL ROAD DEARBORN MI 48124 501(c)(3) RELIGIOUS 10000 BRIDGMAN PUBLIC LIBRARY 4460 LAKE STREET BRIDGMAN MI 49106 501(c)(3) EDUCATION 3500 CHIGACO A CAPPELLA 2936 N SOUTHPORT AVENUE CHICAGO IL 60657 501(c)(3) ART 1000 FRIENDS OF THE CLINTON RIVER TRAIL P O BOX 80431 ROCHESTER MI 48308 501(c)(3) ENVIRONMENTAL 1000 GARFIELD PARK CONSERVATORY ALLIANCE 300 N CENTRAL PARK AVENUE CHICAGO IL 60624 501(c)(3) CONSERVATION 6000 CHICAGO HORTICULTURAL SOCIETY 1000 LAKE COOK ROAD GLENCOE IL 60022 501(c)(3) CONSERVATION 5000 HENRY FORD HEALTH SYSTEMS ONE FORD PLACE SUITE 5A DETROIT MI 48202 501(c)(3) MEDICAL 9000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20077 501(c)(3) EDUCATION 15000 HUNDRED CLUB OF DETROIT FOUNDATION 1717 S DORT HIGHWAY FLINT MI 48503 501(c)(3) AID 2500 INSTITUTE FOR HUMANE STUDIES 3301 N FAIRFAX ARLINGTON VA 22201 501(c)(3) EDUCATION 7000 LIFE LAB 1156 HIGH STREET SANTA CRUZ CA 95064 501(c)(3) GENERAL CHARITABLE 1750 JUDICIAL WATCH P O BOX 97249 WASHINGTON DC 20077 501(c)(3) EDUCATION 20000 LAW ENFORCEMENT LEGAL DEFENSE FUND 400 WEST SERVICE ROAD WASHINGTON DC 20041 501(c)(3) LEGAL DEFENSE 4000 THE CRANE CENTRE PO OX 674 KEEGO HARBOR MI 48320 501(c)(3) GENERAL CHARITABLE 4000 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 501(c)(3) EDUCATION 4000 CHICAGO PUBLIC LIBRARY 400 S STATE STREET CHICAGO IL 60605 501(c)(3) EDUCATION 2500 DESC 515 THIRD AVENUE SEATTLE WA 98104 501(c)(3) GENERAL CHARITABLE 1250 MERCATUS CENTER-GEORGE MASON UNIV 3301 N FAIRFAX DRIVE ARLINGTON VA 22201 501(c)(3) EDUCATION 2500 LOURDES SENIOR COMMUNITY 2300 WATKINS LAKE ROAD WATERFORD MI 48328 501(c)(3) GENERAL CHARITABLE 8500 CHICAMING OPEN LANDS P O BOX 291 LAKESIDE MI 49116 501(c)(3) CONSERVATION 8000 MICHIGAN NATURE ASSN 326 E GRAND BLVD WILLIAMSTON MI 48895 501(c)(3) ENVIRONMENTAL 4000 GARY BURNSTEIN COMMUNITY HEALTH CLINIC 45580 WOODWARD AVENUE PONTIAC MI 48341 501(c)(3) MEDICAL 10000 MICHIGAN OPERA THEATRE 1526 BROADWAY DETROIT MI 48226 501(c)(3) ART 5000 MOUNTAIN STATE LEGAL FOUND P O BOX 8748 PUEBLO CO 81008 501(c)(3) LEGAL DEFENSE 4000 FLINT RIVER WATERSHED COALITION 1300 BLUFF STREET FLINT MI 48504 501(c)(3) GENERAL CHARITABLE 1000 NATIONAL RIGHT TO WORK 8001 BRADDOCK ROAD SPRINGFIELD VA 22160 501(c)(3) LEGAL DEFENSE 4000 ROSE HILL CENTER 5130 ROSE HILL BLVD HOLLY MI 48442 501(c)(3) HEALTH CARE 2000 ORCHARD LAKE COMMUNITY CHURCH 5171 COMMERCE ROAD ORCHARD LAKE MI 48324 501(c)(3) RELIGIOUS 11745 GRAND TETON NATIONAL PARK FOUNDATION 115 E PEARLY AVENUE 201 JACKSON WY 83001 501(c) GENERAL CHARITABLE 2000 PACIFIC LEGAL FOUND 3900 LENNANE DR SUITE 200 SACRAMENTO CA 95834 501(c)(3) LEGAL DEFENSE 4000 PAWS CHICAGO 1110 W 35TH STREET CHICAGO IL 60609 501(c)(3) AID 2000 SCHOOL OF ART INST OF CHICAGO 36 SO WABASH CHICAGO IL 60603 501(c)(3) EDUCATION 3000 SEVEN PONDS NATURE CENTER 3854 CRAWFORD DRYDEN MI 48428 501(c)(3) ENVIRONMENTAL 1000 CLEVELAND CLINIC 9500 EUCLID AVENUE CLEVELAND OH 44195 501(c)(3) MEDICAL 7500 STEPPENWOLF THEATRE 758 WEST NORTH AVENUE CHICAGO IL 60610 501(c)(3) ART 25000 FERNWOOD BOTANICAL GARDENNATURE PRESERVE 13988 RANGE LINE ROAD NILES MI 49120 501(c)(3) GENERAL CHARITABLE 2000 TREASURE COAST HOSPICE 10360 S FEDERAL HIGHWAY PORT ST LUCIE FL 34952 501(c)(3) MEDICAL 4000 HENRY FORD WEST BLOOMFIELD 1 FORD PLACE 5A DETROIT MI 48202 501(c)(3) MEDICAL 50000 ST MICHAEL HIGH SCHOOL 2275 RESORT PIKE ROAD PETOSKEY MI 49770 501(c)(3) EDUCATION 2000 OXBOW SCHOOL OF ART 3435 RUPPRECHT WAY SAUGATUCK MI 49453 501(c)(3) ART 1000 WAYNE STATE INST OF GERONTOLOGY 87 E FERRY 226 KNAPP BLDG DETROIT MI 48302 501(c)(3) MEDICAL 5000 WBEZ ALLIANCE 848 E GRAND BLVD CHICAGO IL 60611 501(c)(3) AID 7500 WESTMINISTER CHURCH OF DETROIT 17567 HUBBLL AVENUE DETROIT MI 48235 501(c)(30) RELIGIOUS 1000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 501(c)(3) EDUCATION 4000 FIRST PRESBYTERIAN CHURCH OF BIRMINGHAM 1669 WEST MAPLE ROAD BIRMINGHAM MI 48009 501(c)(3) RELIGIOUS 3000 PAWS P O BOX 1037 LYNNWOOD WA 98046 501(c)(3) GENERAL CHARITABLE 250 PADDLE ANTRIM 212 RIVER ST ELK RAPIDS MI 49629 501(c)(3) GENERAL CHARITABLE 1000 FREEDOM HOUSE DETROIT 2630 W LAFAYETTE BLVD DETROIT MI 48216 501(c)(3) AID 1000 KEEPERS OF THE SHIAWASSEE P O BOX 22 LINDEN MI 48451 501(c)(3) GENERAL CHARITABLE 1000 LITTLE TRAVERSE CONSERVANCY 3264 POWELL HARBOR SPRINGS MI 49740 501(c)(3) CONSERVATION 1000 GLACIER NATIONAL PARK CONSERVANCY 402 9TH STREET WET COLUMBIA FALLS MT 59912 501(c)(3) CONSERVATION 2500 FRIENDS OF DETROIT PUBLIC LIBRARY 5201 WOODWARD AVENUE DETROIT MI 48202 501(c)(3) EDUCATION 2000 HILLSDALE COLLEGE HILLSDALE ROAD HILLSDALE MI 49242 501(c)(3) EDUCATION 5500 TUMAINI GLOBAL HEALTH 10488 SPRING HIGHLAND DRIVE INDIANAPOLIS IN 46290 501(c)(3) MEDICAL 2000 LINCOLN PARK ZOO 2200 N CANNON DRIVE CHICAGO IL 60614 501(c)(3) ANIMAL PRESERVATION 2000 LYRIC OPERA OF CHICAGO 20 N WACKER DRIVE SUITE 860 CHICAGO IL 60606 501(c)(3) ART 15000 DETROIT INSTITUTE OF ARTS 5200 WOODWARD AVENUE DETROIT MI 48202 501(c)(3) ART 5500 DETROIT PAL 1680 MICHIGAN AVENUE DETROIT MI 48216 501(c)(3) YOUTH ASSISTANCE 2000 GREAT LAKES FIELD COUNCIL BOYS SCOUTS OF AM 1776 W WARREN DETROIT MI 48208 501(c)(3) YOUTH ASSISTANCE 2000 NATIONAL LEGAL AND POLICY CENTER P O BOX 6821 FALLS CHURCH VA 22040 501(c)(3) LEGAL DEFENSE 2000 NORTHMINISTER PRESBYTERIAN CHURCH 3633 W BIG BEAVER TROY MI 48084 501(c)(3) RELIGIOUS 3000 MUSEUM OF SCIENCE & INDUSTRY 5700 S LAKE SHORE DRIVE CHICAGO IL 60637 501(c)(3) EDUCATION 1000 ORDER OF MALTA DENTAL CLINIC 1915 LENNON GROSSE POINTE WOODS MI 48236 501(c)(3) MEDICAL 3000 WARBIRDS OF GLORY MUSEUM 57751 PONTIAC TRIAL 2 NEW HUDSON MI 48165 501(c)(3) GENERAL CHARITABLE 1500 MACKINAC CENTER FOR PUBLIC POLICY 140 W MAIN STREET/PO BOX 568 MIDLAND MI 48640 501(c)(3) EDUCATION 5000 SALVATION ARMY 16130 NORTHLAND DRIVE SOUTHFIELD MI 48075 501(c)(3) AID 7000 SHEDD AQUARIUM 1200 S LAKESHORE DRIVE CHICAGO IL 60605 501(c)(3) EDUCATION 15000 END PREJUDICE 3128 WALTON BLVD 214 ROCHESTER HILLS MI 48329 501(c)(3) GENERAL CHARITABLE 1000 ST STEPHENS INDIAN MISSION P O BOX 278 ST STEPHENS WY 82524 501(c)(3) AID 500 SIX RIVERS REGIONAL LAND CONSERVANCY P O BOX 80902 ROCHESTER MI 48308 501(c)(3) CONSERVATION 10000 MICHIGAN CHAPLAIN MINISTRIES 2392 RICHWOOD AURBURN HILLS MI 48326 501(c)(3) RELIGIOUS 3000 U OF M CLUB OF DETROIT SCHOLARLSHIP FUND 3827 QUAIL RUN ANN ARBOR MI 48105 501(c)(3) EDUCATION 10000 YOUTH ENTITY P O BOX 1989 CARBONDALE CO 81623 501(c)(3) YOUTH ASSISTANCE 500 DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVENUE DETROIT MI 48201 501(c)(3) ART 4000 THE FIELD MUSEUM 1400 S LAKESHORE DRIVE CHICAGO IL 60605 501(c)(3) ART 1000 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION 170 S INDEPENDENCE MALL W PHILADELPHIA PA 19106 501(c)(3) GENERAL CHARITABLE 2000 STEEP THEATRE COMPANY 1115 W BERWYN AVENUE CHICAGO IL 60640 501(c)(3) GENERAL CHARITABLE 2000 HOMELESS GARDEN PROJECT P O BOX 617 SANTA CRUZ CA 95061 501(c)(3) AID 500 CAMP WESTMINISTER 17567 HUBBELL AVENUE DETROIT MI 48235 501(c)(3) YOUTH ASSISTANCE 2000 BHAVANI KOTHAMARY'S PLACE P O BOX 1711 SEATTLE WA 98111 501(c)(3) GENERAL CHARITABLE 500 FRIENDS OF THE CHICAGO RIVER 411 S WELLS ST 800 CHICAGO IL 60607 501(c)(3) ENVIRONMENTAL 5000 FRIENDS OF THE LYRIC 59 SW FLAGLER AVENUE STUART FL 34994 501(c)(3) ART 2000 HEADWATERS TRAILS INC PO BOX 33 HOLLY MI 48442 501(c)(3) ENVIRONMENTAL 1000 FOOD WHAT1 SANTA CRUZ GIVES 1156 HIGH STREET SANTA CRUZ CA 95064 501(c)(3) GENERAL CHARITABLE 2250 JENSEN BEACH COMMUNITY CHURCH 3900 NORTHEAST SKYLINE DRIVE JENSEN BEACH FL 34957 501(c)(3) RELIGIOUS 1000 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 501(c)(3) GENERAL CHARITABLE 500 WRCJ 1 CLOVER COURT WIXOM MI 48939 501(c)(3) GENERAL CHARITABLE 1000 NORTH COUNTRY TRAIL ASSN 229 E MAIN ST LOWELL MI 49331 501(c)(3) GENERAL CHARITABLE 500 NATIONAL PARK FOUNDATION 1110 VERMONT AVENW SUITE 200 WASHINGTON DC 20005 501(c)(3) ENVIRONMENTAL 2000 JOFFREY BALLET 10 E RANDOLPH STREET CHICAGO IL 60601 501(c)(3) ART 10000 LEADER DOG FOR THE BLIND 1039 ROCHESTER ROAD ROCHESTER MI 48307 501(c)(3) GENERAL CHARITABLE 3000 LEGAL COUNCIL FOR HEALTH JUSTICE 180 N MICHIGAN AVENUE STE 2110 CHICAGO IL 60601 501(c)(3) GENERAL CHARITABLE 5000 FACIOSCAPULOHUMERAL MUSCULAR DYSTROPHY 55 KENOSIA AVENUE DANBURY CT 06810 501(c)(3) MEDICAL 6000 MICHIGAN DENTAL FOUNDATION 3657 OKESMOS RD STE 200 OKEMOS MI 48864 501(c)(3) GENERAL CHARITABLE 2000 MUTTVILLE P O BOX 410207 SAN FRANCISCO CA 94141 501(c)(3) GENERAL CHARITABLE 500 NATIONAL RIFLE ASSN FOUNDATION 11250 WAPLE MILL ROAD FAIRFAX VA 22030 501(c)(3) GENERAL CHARITABLE 3000 MICHIGAN ORAL CANCER 47448 PONTIAC TRAIL 255 WIXOM MI 48393 501(c)(3) MEDICAL 2000 SOUTHEASTERN LEGAL FOUNDATION 50 W CROSSVILLE ROAD ROSWELL GA 30075 501(c)(3) GENERAL CHARITABLE 3000 SEED SAVERS EXCHANGE 3094 NORTH WINN RD DECORAH IA 52101 501(c)(3) GENERAL CHARITABLE 500 THE BEAUMONT FOUNDATION 3711 W 13 MILE ROAD ROYAL OAK MI 48073 501(c)(3) MEDICAL 3000 THE PARADE COMPANY 9500 MT ELLIOTT STUDIO A DETROIT MI 48211 501(c)(3) GENERAL CHARITABLE 1000 TOP OF THE TRAILS COUNCIL 1687 M-199 PETOSKEY MI 49770 501(c)(3) GENERAL CHARITABLE 1000 TRINITY COMMUNITY CARE 47511 VAN DYKE SHELBY TOWNSHIP MI 48317 501(c)(3) GENERAL CHARITABLE 2000 VALLEY CHURCHES UNITED 900 HIGHWAY 9 BEN LOMOND CA 95005 501(c)(3) RELIGIOUS 1000 THE LAND INSTITUTE 2440 E WATER WELL RD SALINA KS 67401 501(c)(3) GENERAL CHARITABLE 1000 NEW CREATION PROJECT 4589 PRATT ROAD ANN ARBOR MI 48103 501(c)(3) GENERAL CHARITABLE 6000 THE CLAREMONT INSTITUTE P O BOX 39 CLAREMONT CA 91711 501(c)(3) GENERAL CHARITABLE 1000 502745 14 179979 149927 179979 149927 329906 1 MISC. false false false false false false false false false false VANGUARD GROWTH INDEX Purchased 2023-09 50000 9211 40789 VANGUARD INTERMEDIATE TERM Purchased 2023-09 97736 100000 -2264 VANGUARD SMALL CAP GROWTH Purchased 2023-09 50000 11459 38541 VANGUARD SMALL CAP VALUE Purchased 2023-09 50000 17278 32722 VANGUARD VALUE INDEX Purchased 2023-09 50000 17442 32558 VANGUARD TOTAL INTL STOCK Purchased 2023-09 25000 17419 7581 STATE OF MI 20 CHARITABLE EVENTS 23559 23559 Tax Refund 407 Transfer 47 EXCISE TAX 615