2024-11-14T07:42:14-06:00 2023-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990PF 2023-01-01 386099935 THE CARLS FOUNDATION CARL 2484345512 6001 NORTH ADAMS ROAD 215 BLOOMFIELD HILLS MI 48304 ELIZABETH A STIEG EXECUTIVE DIRECTOR 2484345512 2024-11-11 1 1 MICHAEL A BONCHER P01267997 8002291099 2024-11-11 2023 2024-10-15 13:58:12Z X 147060567 X X 3615076 3615076 17403996 265513959 17403996 21019072 21019072 178680 0 178680 116040 0 116040 62659 0 62659 1515 505 1010 35355 11785 23570 500487 500487 0 137838 31612 21226 3257 0 30969 0 30969 13648 0 13648 59321 0 59321 1139769 544389 507123 7689511 7689511 8829280 544389 8196634 12189792 20474683 153943 340304 340304 3732474 2893090 2893090 8589138 16117801 16096632 77757831 58710840 68854890 9292776 5381153 5369568 17299821 45575844 53506083 90184 90184 3257 0 0 116829240 129019032 147060567 0 0 X 0 0 0 0 116829240 129019032 116829240 129019032 116829240 129019032 116829240 12189792 0 129019032 0 129019032 PUBLICLY TRADED SECURITIES 265506759 248109963 17396796 17396796 CAPITAL GAINS DIVIDENDS P 7200 7200 7200 17403996 284598 0 284598 0 284598 322398 0 0 0 322398 X 0 37800 37800 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 WWW.CARLSFDN.ORG ELIZABETH A STIEG 2483855517 6001 N ADAMS ROAD SUITE 215 BLOOMFIELD HILLS MI 48304 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH A STIEG 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 PRESIDENT 40.00 166680 45253 0 DR HOMER E NYE 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 TRUSTEE 1.00 2250 0 0 EDWARD C STIEG 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 TRUSTEE 1.00 1500 0 0 TERESA KRIEGER-BURKE PHD 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 ASSISTANT TREASURER 1.00 2250 0 0 BRUCE M FLEISCHER PHD 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 TRUSTEE 1.00 2250 0 0 DONALD A DELONG ESQ 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 SECRETARY 1.00 1500 0 0 BRAIN DERISLEY 6001 N ADAMS ROAD NO 215 BLOOMFIELD HILLS MI 48304 TRUSTEE 1.00 2250 0 0 KATHY A STENMAN 6001 N ADAMS ROAD STE 215 BLOOMFIELD HILLS MI 48304 PROGRAM OFFICER 40.00 116040 17406 0 0 NONE 0 0 135390698 5478313 0 140869011 0 0 140869011 2113035 138755976 6937799 6937799 284598 284598 6653201 0 6653201 0 6653201 8196634 0 8196634 6653201 518675 0 0 8196634 518675 0 0 6653201 1024758 0 0 1024758 0 0 0 0 0 0 0 1024758 1024758 ELIZABETH A STIEG EXECUTIVE DIRECTO 6001 N ADAMS ROAD STE 215 BLOOMFIELD HILLS MI 48304 2484345512 EASTIEG@CARLSFDN.ORG NO FORMAL APPLICATION OR REQUEST FORM IS REQUIRED THERE ARE NO DEADLINES FOR SUBMISSION OF REQUESTS THE FOUNDATION HAS A BROADLY DEFINED CHARITABLE PURPOSE BUT THE ORGANIZATION'S PRIMARY FOCUS IS CHILDREN'S HEALTH & WELFARE (PRIMARILY IN MI), PRESERVATION OF NATURAL AREAS AND OPEN SPACES, AND HISTORICAL BUILDINGS. THE FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS, FOR ENDOWMENTS, PUBLICATIONS, CONFERENCES, SEMINARS, FILM, FELLOWSHIPS, EDUCATION, LOANS, TRAVEL, RESEARCH, PLAYGROUND OR ATHLETIC FACILITIES OR UNDERWRITE RELATED EVENTS. LITTLE TRAVERSE CONSERVANCY 3264 POWELL ROAD HARBOR SPRINGS MI 49740 PC PURCHASE OF THE LAMKIN PROPERTY PRESERVE 200000 WEDGEWOOD CHRISTIAN SERVICES 3300 36TH STREET SE GRAND RAPIDS MI 49512 PC SUPPORT FOR THE TRANSFORMING SERVICES PROGRAM 20000 TRINITY HEALTH MUSKEGON 6401 PRAIRIE STREET STE 1000 NORTON SHORES MI 49444 PC PURCHASE OF ALGO 7I NEWBORN HEARING SCREENER 18241 MATRIX HUMAN SERVICES 1400 WOODBRIDGE STREET DETROIT MI 48207 PC SUPPORT FO THE FOOD FOR HEALTH PROGRAM 75000 THE DAVIES PROJECT FOR MID MICHIGAN CHILDREN 230 BINGHAM STREET LANSING MI 48912 PC SUPPORT FOR TRANSPORTATION PROGRAM FOR FAMILIES WITH SICK CHILDREN 36000 SAMARITAS 8131 EAST JEFFERSON AVENUE DETROIT MI 48214 PC RENOVATIONS TO FAMILY CENTER IN WESTLAND 250000 CROSSROADS OF MICHIGAN 2424 WEST GRAND BOULEVARD DETROIT MI 48208 PC RENOVATIONS TO KITCHEN,WAITING AREAS; CHILD OPPORTUNITY PRGM 80000 FOOD BANK OF EASTERN MICHIGAN INC 2300 LAPEER ROAD FLINT MI 48305 PC SUPPORT FO THE KITCHEN EXPANSION PROJECT 100000 LACASA 2895 WEST GRAND RIVER AVENUE HOWELL MI 48843 PC SUPPORT FOR THE SANE MEDICAL FACILITIES 250000 ALTERNATIVES FOR GIRLS 903 WEST GRAND BOULEVARD DETROIT MI 48208 PC SUPPORT FOR THE MILLER GROVE AFFORDABLE HOUSING PROJECT 165625 HOLLEY INSTITUTE 22151 MOROSS ROADBOLL PROF BLDG 1 STE 223 DETROIT MI 48236 PC SUPPORT FOR THE COMMUNITY HEALTH & LITERACY PROGRAM 100000 UNITED WAY NORTHWEST MICHIGAN 202 E GRANDVIEW PARKWAY TRAVERSE CITY MI 48684 PC CAPITAL SUPPORT FOR DENTAL CLINIC 250000 GOODWILL INDUSTRIES NOTHERN MICHIGAN 2889 AERO PARK DRIVE TRAVERSE CITY MI 49686 PC CAPITAL SUPPPORT FOR WAREHOUSE RENOVATION FOR FOOD RESCUE 250000 SIX RIVERS LAND CONSERVANCY PO BOX 80902 ROCHESTER MI 48308 PC SUPPORT FOR THE CATALYTIC CAPACITY CAMPAIGN IN SOUTHEAST MI 230000 KIDS FOOD BASKET 1300 PLYMOUTH AVENUE NE GRAND RAPIDS MI 49505 PC SUPPORT FOT EH FEEDING OUR FUTURE CAPITAL CAMPAIGN 50000 EVERSIGHT INTERNATIONAL 3985 RESEARCH PARK DRIVE ANN ARBOR MI 48108 PC PURCHASE OF COMPUTER FOR KNAN SPECULAR MICROSCOPES 6158 AID IN MILAN 89 WEST MAIN STREET MILAN MI 48160 PC SCHOOL/SUMMER FOOD PROGRAM 17500 OUR HOUSE 111 S WALLACE BOULEVARD YPSILANTI MI 48197 PC SUPPORT FOR RESILIENCE MENTAL HEALTH PROGRAM FOR FOSTER YOUTH 44250 HEARTS CRI MICHIGAN INC PO BOX 713 BRIGHTON MI 48116 PC PURCHASE OF INTERACTIVE METRONOME FOR WORK WITH FOSTER PROGRAM 30000 CATHOLIC CHARITIES OF WEST MICHIGAN 40 JEFFERSON AVENUE SE GRAND RAPIDS MI 49503 PC SUPPORT FOR NEW BABY AND TODDLER PANTRY 50000 WOMEN'S RESOURCE CENTER FOR THE TRAVERSE CITY AREA 729 SOUTH ELMWOOD SUITE 2 TRAVERSE CITY MI 49684 PC INSTALATION OF SPRINKLER SYSTEM IN THRIFT SHOP 50000 ABIDE MINISTRIES INC PO BOX 101 CLAWSON MI 48017 PC TRAUMA THERAPY FOR OXFORD STUDENTS & SCANCUARY PROGRAM 50000 STREAMS OF HOPE 280 60TH STREET SE GRAND RAPIDS MI 49548 PC SUPPORT FOR HEALTH STARTS HERE CAMPAIGN 150000 ASCENSION GENESYS FOUNDATION ONE GENESYS PARKWAY GRAND BLANC MI 49439 PC PURCHASE OF ALGO 7I NEWBORN HEARING SCREENERS 32415 ASCENSION BORGESS FOUNDATION 1521 GULL ROAD SUITE 300 KALAMAZOO MI 49048 PC PURCHASE OF ALGO 7I NEWBORN HEARING SCREENERS 32443 SOUTHWEST MICHIGAN LAND CONSERVANCY 8395 EAST MAIN STREET GALESBURG MI 49053 PC PURCHASE OF LA GRANGE VALLEY PROPERTY PRESERVE 125000 THUMB LAND CONSERVANCY 4975 MAPLE VALLEY ROAD MARLETTE MI 48453 PC PURCHASE OF SHOREFOOD FORREST PROPERTY PRESERVE 100000 THE LENNON CENTER 24275 ANN ARBOR TRAIL DEARBORN HEIGHTS MI 48127 PC RENOVATIONS TO CLINIC 10000 LAND TRUST ALLIANCE 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 PC SUPPORT FOR ACCELERATING & STRENGTHENING CONSERVATION PRGM, MI 100000 SOUTH MICHIGAN FOOD BANK 5451 WAYNE ROAD BATTLE CREEK MI 49053 PC SUPPORT FOR THE FRESH FOOD & PANTRY DISTRIBUTION PROGRAM 50000 COREWELL HEALTH FOUNDATION SOUTHEAST MICHIGAN 26901 BEAUMONT BOULEVARD SUITE 5D SOUTHFIELD MI 48033 PC PURCHASE OF EQUIPMENT FOR CHILDREN'S MEDICAL CENTER 220000 AVALON HEALING CENTER 601 BAGLEY STREET DETROIT MI 48226 PC SUPPORT FOR PEDIATRIC SAFE DIRECTOR & PURCHASE OF EQUIPMENT 300000 WHALEY CHILDREN'S CENTER 1201 NORTH GRANT TRAVERSE FLINT MI 48503 PC RENOVATION AND IMPROVEMENTS TO HVAC 100000 NORTHMEN DEN YOUTH PANTRIES PO BOX 2085 PETOSKEY MI 49770 PC SUPPORT FOR PANTRIES IN SCHOOLS IN EMMET COUNTY 30000 CHILDREN'S LEUKEMIA FOUNDATION DBA THE BLOOD CANCER FDN OF MI 27655 MIDDLEBELT ROAD SUITE 160 FARMINGTON HILLS MI 48334 PC PURCHASE OF OUTREACH VEHICLE IN RURAL MICHIGAN 75000 CASS COMMUNITY SOCIAL SERVICES 11745 ROSA PARKS BOULEVARD DETROIT MI 48206 PC SUPPORT FOR MEALS FOR FAMILIES IN EMERGENCY SHELTER 25000 DETROIT POLICE ATHLETIC LEAGUE (PAL) 1680 MICHIGAN AVENUE DETROIT MI 48216 PC KITCHEN RENOVATIONS FOR SERVING COMMUNITY 42000 CHILDREN'S HEALING CENTER 1530 FULTON STREET EAST GRAND RAPIDS MI 49503 PC CONSTRUCTION OF CHILDREN'S HEALING CENTER IN SOUTHEAST MI 200000 HENRY FORD HEALTH 1 FORD PLACE SUITE 5A DETROIT MI 48202 PC EQUIPMENT PURCHASES FOR HENRY FORD HOSPITAL DOWNTOWN NICU 220200 COUNCIL OF MICHIGAN FOUNDATIONS 300 RIVER PLACE DRIVE SUITE 6600 DETROIT MI 48207 PC MEMBERSHIP DUES FOR CMF PROGRAMS 12200 GRAND VALLEY STATE UNIVERSITY 1049 ZUMBERGE HALL ALLENDALE MI 49401 PC ANNUAL MERIT & FINANCIAL NEEDS FOR CARLS SCHOLARSHIP STUDENTS 4000 MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MI 49931 PC ANNUAL MERIT & FINANCIAL NEEDS FOR CARLS SCHOLARSHIP STUDENTS 4000 UNIVERSITY OF MICHIGAN - ANN ARBOR 3011 STUDENT ACTIVITIES ANN ARBOR MI 48109 PC ANNUAL MERIT & FINANCIAL NEEDS FOR CARLS SCHOLARSHIP STUDENTS 32976 UNIVERSITY OF MICHIGAN - DEARBORN 3011 STUDENT ACTIVITIES ANN ARBOR MI 48109 PC ANNUAL MERIT & FINANCIAL NEEDS FOR CARLS SCHOLARSHIP STUDENTS 4000 THE NATURE CONSERVANCY 101 EAST CESAR CHAVEZ LANSING MI 48906 PC PURCHASE AND PROTECTION OF NORTHPOINT PRESERVE 500000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE ROAD STE D TRAVERSE CITY MI 49684 PC PURCHASE AND PROTECTION OF LANDS FOR THE MITCHELL CREEK PRESERVE 500000 KEWEENAW NATURAL AREAS PO BOX 124 CALUMET MI 49913 PC MERGANSER POND NORTH PRESERVE (EST DISTRIBUTION 12/2022) 272500 WASHTENAW COUNTY CONSERVATION DISTRICT 705 N ZEEB ROAD STE 201 ANN ARBOR MI 48103 PC FARM LINK PILOT PROJECT 80562 OAKLAND UNIVERSITY 507 GOLF VIEW LAND ROCHESTER MI 48309 PC PEDIATRIC RETINAL RESEARCH LABORATORY 38777 CHANDLER PARK CONSERVANCY 4401 CONNOR DETROIT MI 48215 PC MAINTAINANCE OF WETLAND 30000 VARIETY CHILDREN'S CHARITY 600 S ADAMS ROAD BIRMINGHAM MI 48009 PC VARIETY MYOELECTRIC CENTER 30000 COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN 333 W FORT STREET SUITE 2010 DESTOIT MI 78226 PC GREAT LAKES WAY PROGRAM 125000 GLEANERS COMMUNITY FOOD BANK OF SOUTHEAST MICHIGAN 2121 BEAUFAIT DETROIT MI 48207 PC CAPITAL FUNDS FOR SOUTH CAMPUS FACILITY 250000 MUNSON HEALTHCARE FOUNDATION 1150 MEDICAL CAMPUS DRIVE TRAVERSE CITY MI 49684 PC NICU CAPITAL CAMPAIGN 600000 ASCENSION ST JOHN FOUNDATION 19251 MACK AVE SUITE 102 GROSSE POINTE WOODS MI 48236 PC CAPITAL RENOVATION PICU 250000 FORGOTTEN HARVEST 21800 GREENFIELD ROAD OAK PARK MI 48237 PC ACQUISITION AND CONSTRUCTION OF A NEW WAREHOUSE 250000 WALLOON LAKE ASSOCIATION AND TRUST PO BOX 579 WALLOON LAKE MI 49796 PC CRITICAL LANDS CAMPAIGN 300000 LAND CONSERVANCY OF WEST MICHIGAN 400 ANN STREET NW GRAND RAPIDS MI 49504 PC MCGUFFEE CREEK NATURE PRESERVE 100000 CROSSOVER OUTREACH 414 W COURT STREET FLINT MI 48503 PC CONSTRUCTION OF NEW FACILTY PROVIDING WRAP AROUND SERVICES 55000 CHILDREN'S ADVOCACY CENTER OF KENT COUNTY 2855 MICHIGAN STREET NE GRAND RAPIDS MI 49506 PC SUPPORT FOR THE MEDICAL ADVOCATE PROGRAM 10000 ABIGAYLE MINISTRIES 12313 NINETEEN MILE ROAD STERLING HEIGHTS MI 48313 PC INSTALLATION OF NEW BOILER AND ELECTRICAL REPAIRS 54000 SOUTH OAKLAND SHELTER DBA LIGHTOUSE MI 46156 WOODWARD AVENUE PONTIAC MI 48342 PC RENOVATIONS TO THE THEEN PATH TRANSITIONAL HOUSING FACILITY 51664 7689511 THE NATURE CONSERVANCY 101 EAST CESAR CHAVEZ LANSING MI 48906 PC PURCHASE AND PROTECTION OF NORTHPOINT PRESERVE 500000 FORGOTTEN HARVEST 21800 GREENFIELD ROAD OAK PARK MI 48237 PC ACQUISITION AND CONSTRUCTION OF A NEW WAREHOUSE 250000 WALLOON LAKE ASSOCIATION AND TRUST PO BOX 579 WALLOON LAKE MI 49796 PC CRITICAL LANDS CAMPAIGN 300000 GLEANERS COMMUNITY FOOD BANK OF SOUTHEAST MICHIGAN 2121 BEAUFAIT DETROIT MI 48207 PC CAPITAL FUNDS FOR SOUTH CAMPUS FACILITY 250000 SOCIETY ST VINCENT DE PAUL 3000 GRATIOT AVENUE DETROIT MI 48207 PC CAPITAL IMPROVEMENTS TO PANTRY AND KITCHEN 50000 GOODWILL INDUSTRIES NOTHERN MICHIGAN 2889 AERO PARK DRIVE TRAVERSE CITY MI 49686 PC CAPITAL SUPPPORT FOR WAREHOUSE RENOVATION FOR FOOD RESCUE 500000 UPPER PENINSULA LAND CONSERVANCY 102 W WASHINGTON STREET SUITE 213 MARQUETTE MI 49855 PC SUPPORT FOR ACCELERATIN CONSERVATION CAMPAIGN 400000 SIX RIVERS LAND CONSERVANCY PO BOX 80902 ROCHESTER MI 48308 PC SUPPORT FOR THE CATALYTIC CAPACITY CAMPAIGN IN SOUTHEAST MI 370000 MICHA 6 32 NEWBERRY PONTIAC MI 48341 PC RENOVATION OF WEBSTER SCHOOL FOR COMMUNITY CENTER 500000 TRINITY HEALTH OAKLAND 44405 WOODWARD AVENUE PONTIAC MI 48341 PC RENOVATION AND RELOCATION OF NICU 2000000 JUDSON CENTER INC 30301 NORTHWESTERN HIGHWAY FARMINGTON HILLS MI 48334 PC CENTENNIAL CAPITAL CAMPAIGN 1000000 MARY FREE BED REHABILITATION HOSPITAL 235 WEALTHY STREET SE GRAND RAPIDS MI 49503 PC CAPITAL CAMPAIGN FOR CHILDREN'S REHABILITATION HOSPITAL 2000000 NEW DAY FOUNDATION FOR FAMILIES 245 BARCLAY CIRCLE SUITE 300 ROCHESTER HILLS MI 48307 PC SUPPORT FOR THE ENDOWMENT CAMPAIGN 250000 SOUTH OAKLAND SHELTER DBA LIGHTOUSE MI 46156 WOODWARD AVENUE PONTIAC MI 48342 PC SUPPORT FOR THE LIGHITNG THE WAY CAMPAIGN 1000000 9370000 14 3615076 18 17403996 0 21019072 0 21019072 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX PREPARATION FEES 35355 11785 23570 COROPRATE BONDS 5381153 5369568 CORPORATE STOCKS 58710840 68854890 16117801 16096632 0 0 OTHER INVESTMENTS AT COST 45575844 53506083 COMPUTERS, EQUIPMENT, AND FURNITURE 90184 90184 0 LEGAL FEES 1515 505 1010 OFFICE SUPPLIES 2354 0 2354 TELEPHONE EXPENSE 3403 0 3403 EQUIPMENT RENTAL 2121 0 2121 BUSINESS INSURANCE 13667 0 13667 BUSINESS EXPENSES 356 0 356 BUSINESS REGISTRATION FEE 470 0 470 PAYROLL SERVICE FEES 9041 0 9041 COMPUTER CONSULTING 19995 0 19995 INTERNET EXPENSE 4086 0 4086 POSTAGE AND SHIPPING 592 0 592 OTHER EXPENSES 3236 0 3236 INVESTMENT MANAGEMENT FEES 500487 500487 0 PAYROLL TAXES 21226 0 21226 EXCISE TAXES 85000 0 0 FOREIGN TAXES WITHHELD ON INVESTMENT INCOME 31612 31612 0