2024-07-29T13:41:24-05:00 2023-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990PF 2023-01-01 382208833 DEROY TESTAMENTARY FOUNDATION DERO 2488270920 26999 CENTRAL PARK BOULEVARD 160 SOUTHFIELD MI 48076 JULIE RODECKER PRESIDENT 2488270920 2024-07-25 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2024-07-10 2023 2024-08-08 14:25:15Z X 40440202 X X 1341314 1341314 2575227 37348620 2575227 3916541 3916541 0 527424 263712 0 263712 89752 44876 0 44876 134867 67433 0 67433 10728 5364 0 5364 5000 2500 0 2500 167672 167672 0 0 51195 16364 0 16331 275 275 0 26476 13238 0 13238 533 267 0 266 508 254 0 254 8340 4170 0 4170 1022770 586125 0 418144 2359576 2359576 3382346 586125 0 2777720 534195 3330416 0 141489 80471 80471 3129654 21204423 21204423 168877 127723 168877 168877 4375124 7214333 7259040 20512294 671449 732170 12040830 11615799 10990342 36953 32074 5154 4879 4879 40332268 40960231 40440202 93768 0 93768 X 11245873 11245873 0 0 29086395 29620590 40332268 40866463 40332268 40960231 40332268 534195 0 40866463 0 40866463 SALE OF STOCKS - LONG TERM P 2023-12-31 21590884 18342792 3248092 3248092 SALE OF STOCKS - SHORT TERM P 2023-12-31 7248651 7598623 -349972 -349972 SALE OF BONDS - LONG TERM P 2023-12-31 3484507 3806103 -321596 -321596 SALE OF BONDS - SHORT TERM P 2023-12-31 5024578 5025875 -1297 -1297 2575227 46293 0 46293 0 46293 32198 0 15000 0 47198 0 905 905 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 DEROYFOUNDATION.ORG BARBARA SKALSKI 2488270920 26999 CENTRAL PARK BOULEVARD STE 160 SOUTHFIELD MI 48076 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JULIE RODECKER 26999 CENTRAL PARK BOULEVARD STE 160 SOUTHFIELD MI 48076 PRESIDENT/CHAIRPERSON 40.00 210876 77491 0 GREGG WATKINS 26999 CENTRAL PARK BOULEVARD STE 160 SOUTHFIELD MI 48076 VICE PRESIDENT/TREASURER 37.00 133140 73544 0 RYAN SMITH 26999 CENTRAL PARK BOULEVARD STE 160 SOUTHFIELD MI 48076 SECRETARY/PROGRAM DIRECTOR 11.00 30648 1726 0 BARBARA SKALSKI 26999 CENTRAL PARK BOULEVARD STE 160 SOUTHFIELD MI 48076 EXECUTIVE ASSISTANT 40.00 90514 31140 0 0 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL 2000 TOWN CENTER 2850 SOUTHFIELD MI 48075 INVESTMENT COUNSELING 167672 0 0 38088866 5018681 173756 43281303 0 0 43281303 649220 42632083 2131604 2131604 46293 46293 2085311 0 2085311 0 2085311 2777720 0 2777720 2085311 0 0 12372233 12372233 2777720 0 0 0 2085311 692409 0 0 13064642 0 0 0 0 0 0 0 13064642 12372233 692409 JULIE RODECKER 26999 CENTRAL PARK BLVD 160 SOUTHFIELD MI 48076 2488270920 APPLICATIONS MAY VARY DEPENDING UPON THE NATURE OF THE REQUEST. MONTHLY CUTOFF DATES AGENCIES CHOSEN ARE PRIMARILY IN THE DETROIT METROPOLITAN AREA AND THERE ARE NO GRANTS TO INDIVIDUALS. AMERICAN FRIENDS OF MAGAN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE 501C(3) CHARITABLE 7200 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC PO BOX 4124 NEW YORK NY 10163 NONE 501C(3) CHARITABLE 7200 ASCENSION PROVIDENCE FOUNDATION 47601 GRAND RIVER AVE SUITE B-135 NOVI MI 48374 NONE 501C(3) CHARITABLE 150000 BARBARA ANN KARMANOS CANCER INSTITUTE 4100 JOHN R DETROIT MI 48201 NONE 501C(3) CHARITABLE 71500 BLUE LAKE FINE ARTS CAMP 300 EAST CRYSTAL LAKE ROAD TWIN LAKE MI 49457 NONE 501C(3) CHARITABLE 20000 CARE HOUSE OF OAKLAND COUNTY INC 44765 WOODWARD AVENUE PONTIAC MI 48341 NONE 501C(3) CHARITABLE 35000 CENTER FOR DISASTER PHILANTHROPY INC (HAWAII WILDFIRES) ONE THOMAS CIRCLE NW STE 100 WASHINGTON DC 20005 NONE 501C(3) CHARITABLE 10000 CENTER FOR DISASTER PHILANTHROPY INC (TURKEY & SYRIA EARTHQUAKE) ONE THOMAS CIRCLE NW STE 100 WASHINGTON DC 20005 NONE 501C(3) CHARITABLE 10000 COLLEGE FOR CREATIVE STUDIES 201 E KIRBY DETROIT MI 48202 NONE 501C(3) CHARITABLE 25000 COLLEGE FOR CREATIVE STUDIES 201 E KIRBY DETROIT MI 48202 NONE 501C(3) CHARITABLE 25000 COMMUNITY HOUSE 380 SOUTH BATES STREET BIRMINGHAM MI 48009 NONE 501C(3) CHARITABLE 45000 COUNCIL OF MICHIGAN FOUNDATIONS 3101 E GRAND BLVD SUITE 300 DETROIT MI 48202 NONE 501C(3) CHARITABLE 8400 COVENANT HOUSE MICHIGAN 2959 MARTIN LUTHER KING JR BLVD DETROIT MI 48208 NONE 501C(3) CHARITABLE 40000 CRANBROOK EDUCATIONAL COMMUNITY 380 LONE PINE ROAD BLOOMFIELD HILLS MI 48303 NONE 501C(3) CHARITABLE 90000 DEROY EDUCATION PARTNERS 7431 WOODLORE DRIVE WEST BLOOMFIELD MI 48323 NONE 501C(3) CHARITABLE 500000 DETROIT JEWISH NEWS FOUNDATION 32255 NORTHWESTERN HWY STE 205 FARMINGTON HILLS MI 48334 NONE 501C(3) CHARITABLE 5000 DETROIT ZOOLOGICAL SOCIETY 8450 W 10 MILE ROAD ROYAL OAK MI 48067 NONE 501C(3) CHARITABLE 125000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE SUITE 1866 NEW YORK NY 10018 NONE 501C(3) CHARITABLE 7200 FURNITURE BANK OF SOUTHEASTERN MICHIGAN 333 NORTH PERRY PONTIAC MI 48342 NONE 501C(3) CHARITABLE 10000 GESHER HUMAN SERVICES 29669 SOUTHFIELD ROAD SOUTHFIELD MI 48076 NONE 501C(3) CHARITABLE 40000 HAVEN 801 VANGUARD DRIVE PONTIAC MI 48341 NONE 501C(3) CHARITABLE 10000 HILLEL OF METRO DETROIT 667 STUDENT CENTER BLDG WSU DETROIT MI 48202 NONE 501C(3) CHARITABLE 7500 HILLSDALE COLLEGE 33 EAST COLLEGE ST HILLSDALE MI 49242 NONE 501C(3) CHARITABLE 50000 INSIDEOUT LITERARY ARTS 5143 CASS AVE ROOM 225 DETROIT MI 48202 NONE 501C(3) CHARITABLE 15000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 NONE 501C(3) CHARITABLE 42000 JARC 6735 TELEGRAPH ROAD SUITE 100 BLOOMFIELD HILLS MI 48301 NONE 501C(3) CHARITABLE 40000 JEWISH COMMUNITY CENTER OF METROPOLITAN DETROIT 6600 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE 501C(3) CHARITABLE 7500 JEWISH FEDERATION OF METROPOLITAN DETROIT 6735 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48301 NONE 501C(3) CHARITABLE 50000 JEWISH FEDERATION OF METROPOLITAN DETROIT 6735 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48301 NONE 501C(3) CHARITABLE 25000 JEWISH NATIONAL FUND USA 42 E 69TH STREET NEW YORK NY 10021 NONE 501C(3) CHARITABLE 7200 LOGGERHEAD MARINELIFE CENTER 14200 US HIGHWAY ONE JUNO BEACH FL 33408 NONE 501C(3) CHARITABLE 10855 LOYOLA HIGH SCHOOL OF DETROIT 15325 PINEHURST DETROIT MI 48238 NONE 501C(3) CHARITABLE 50000 MICHIGAN COLLEGES ALLIANCE 26555 EVERGREEN ROAD SUITE 1020 SOUTHFIELD MI 48076 NONE 501C(3) CHARITABLE 42000 MICHIGAN STATE UNIVERSITY HILLEL 260 CHARLES ST EAST LANSING MI 48823 NONE 501C(3) CHARITABLE 15000 MIDNIGHT GOLF PROGRAM 30100 TELEGRAPH RD SUITE 404 BINGHAM FARMS MI 48025 NONE 501C(3) CHARITABLE 30000 NATIONAL COUNCIL OF JEWISH WOMEN MICHIGAN 26400 LAHSER ROAD SUITE 306 SOUTHFIELD MI 48033 NONE 501C(3) CHARITABLE 30000 ORCHARDS CHILDREN'S SERVICES 24901 NORTHWESTERN HWY STE 500 SOUTHFIELD MI 48075 NONE 501C(3) CHARITABLE 20000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE 501C(3) CHARITABLE 10000 UNIVERSITY OF DETROIT JESUIT HIGH SCHOOL AND ACADEMY 8400 SOUTH CAMBRIDGE AVENUE DETROIT MI 48221 NONE 501C(3) CHARITABLE 20000 UNIVERSITY OF MICHIGAN HILLEL 1429 HILL ST ANN ARBOR MI 48104 NONE 501C(3) CHARITABLE 5000 WALSH COLLEGE 2828 LIVERNOIS ROAD TROY MI 48007 NONE 501C(3) CHARITABLE 56021 WAYNE STATE UNIVERSITY 5475 WOODWARD AVE DETROIT MI 48202 NONE 501C(3) CHARITABLE 335000 ZEKELMAN HOLOCAUST CENTER 28123 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 NONE 501C(3) CHARITABLE 250000 2359576 BARBARA ANN KARMANOS CANCER INSTITUTE 4100 JOHN R DETROIT MI 48201 NONE 501C(3) CHARITABLE 71500 COLLEGE FOR CREATIVE STUDIES 201 E KIRBY DETROIT MI 48202 NONE 501C(3) CHARITABLE 25000 COLLEGE FOR CREATIVE STUDIES 201 E KIRBY DETROIT MI 48202 NONE 501C(3) CHARITABLE 25000 DEROY EDUCATION PARTNERS 7431 WOODLORE DRIVE WEST BLOOMFIELD MI 48323 NONE 501C(3) CHARITABLE 10500000 INSPIRATIONAL FUTURES FOUNDATION INC 11231 US HWY 1 STE 405 N PALM BEACH FL 33408 NONE 501C(3) CHARITABLE 15000000 UNIVERSITY OF DETROIT JESUIT HIGH SCHOOL AND ACADEMY 8400 SOUTH CAMBRIDGE AVENUE DETROIT MI 48221 NONE 501C(3) CHARITABLE 40000 WAYNE STATE UNIVERSITY 5475 WOODWARD AVE DETROIT MI 48202 NONE 501C(3) CHARITABLE 665000 WAYNE STATE UNIVERSITY 5475 WOODWARD AVE DETROIT MI 48202 NONE 501C(3) CHARITABLE 500000 ZEKELMAN HOLOCAUST CENTER 28123 ORCHARD LAKE ROAD FARMINGTON HILLS MI 48334 NONE 501C(3) CHARITABLE 330000 27156500 14 1341314 18 2575227 0 3916541 0 3916541 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 2500 0 2500 DEROY EDUCATION PARTNERS 7431 WOODLORE DRIVE WEST BLOOMFEILD MI 48323 2021-07-20 15000000 INTENDED TO BE AND IS A CONTRIBUTION FROM THE FOUNDATION, IN FURTHERANCE OF THE GRANTEE'S EXEMPT PURPOSES, TO BE USED TO PROVIDE TRAINING AND COURSEWORK TO SUPPORT EDUCATIONAL ENDEAVORS; PROVIDE CONNECTIONS TO MENTORS FOR THOSE PURSUING EDUCATION; PROVIDE ADDITIONAL EDUCATIONAL MATERIALS AND RESOURCES TO ADVANCE EDUCATIONAL ENDEAVORS; AND PROVIDE FINANCIAL SUPPORT TO THOSE PURSUING EDUCATION. DEROY EDUCATION PARTNERS FURTHER ACKNOWLEDGES AND AGREES THAT THE GRANT WILL BE HELD AND DISTRIBUTED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTIONS 501(C)(3) AND 170(C)(2)(B) OF THE CODE (AND FOR NO OTHER PURPOSE), IN THE AMOUNTS AND AT THE TIMES AS THE BOARD OF DIRECTORS OF DEROY EDUCATION PARTNERS WILL FROM TIME TO TIME DETERMINE.THIS GRANT WAS APPROVED ON 07/20/21 BUT WAS PAID OUT OVER A PERIOD OF TIME IN 4 SEPERATE PAYMENTS. 1004211 NO 05/31/23 2023-06-20 GRANTEE PROVIDED A WRITTEN ANNUAL PROGRESS REPORT TO THE FOUNDATION ON JUNE 20, 2023. IT WAS DETERMINED THAT THE GRANTEE HAS APPROPRIATELY USED THE GRANTED FUNDS EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTIONS 501(C)(3) AND 170(C)(2)(B) OF THE CODE. SCHWAB #4166 11615799 10990342 SCHWAB #4166 670664 732170 SCHWAB #8386 785 0 7214333 7259040 0 0 OFFICE FURNISHISHINGS & IMPROVEMENTS 36953 32074 4879 4879 LEGAL FEES 10728 5364 0 5364 OFFICE EXPENSES 8340 4170 0 4170 INVESTMENT COUNSELING FEES 167672 167672 0 0 PAYROLL TAXES 32662 16331 0 16331 BANK FEES & ANNUAL REPORT 33 33 0 0 ESTIMATED PAYMENTS 18500 0 0 0