2024-05-15T12:13:49-05:00 2023-12-31 382517534 BERGER GHERSI & LADUKE PLC 300 EAST LONG LAKE ROAD STE 135 BLOOMFIELD HILLS MI 483042374 990PF 2023-01-01 300312351 THE STANFORD MORRIS PRIVATE FOUNDATION STAN 2483513000 27777 FRANKLIN ROAD 2500 SOUTHFIELD MI 48034 ARTHUR A WEISS PRESIDENT, TREASURER & TRUSTEE 2483513000 2024-05-15 1 ARTHUR WEISS 999009999 0 ALAN G LADUKE P00161119 2483333680 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6298336 X 2568981 99 99 119463 117226 -6077 303498 0 2682466 117325 0 0 0 11556 11556 0 2250 2250 0 3892 723 0 22129 22129 0 39827 36658 0 215000 215000 254827 36658 215000 2427639 80667 115843 19113 19113 1698777 1698777 6186 5066 6186 6186 0 274249 276453 2557503 2911313 3046409 0 1175857 1062235 1194145 214701 189163 3872557 6300196 6298336 0 0 X 0 0 0 0 3872557 6300196 3872557 6300196 3872557 6300196 3872557 2427639 0 6300196 0 6300196 PERSHING ADVISOR SOLUTIONS P 50815 58895 -8080 -8080 PERSHING ADVISOR SOLUTIONS P 233185 250680 -17495 -17495 Capital Gains Dividends P 19498 19498 19498 -6077 1121 0 1121 0 1121 1184 0 0 0 1184 0 63 63 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 1 0 0 1 N/A JOEL S GOLDEN 2483513000 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SYDNEY MORRIS 4210 NW 24TH WAY BOCA RATON FL 33431 TRUSTEE 1.00 0 0 0 DAVID L MORRIS 1810 TIMBER HEIGHTS DRIVE CARMEL IN 46280 TRUSTEE 1.00 0 0 0 RONA MORRIS DANZIGER 24399 RIDGEVIEW DRIVE FARMINGTON HILLS MI 48336 SECRETARY AND TRUSTEE 1.00 0 0 0 ARTHUR A WEISS 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 PRESIDENT, TREASURER AND TRUSTEE 1.00 0 0 0 JOEL S GOLDEN 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 ASSISTANT SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3526659 754193 0 4280852 0 0 4280852 64213 4216639 210832 210832 1121 1121 209711 0 209711 0 209711 215000 0 215000 209711 174240 2021 10563 0 215000 174240 10563 0 30197 0 0 0 0 0 10563 0 0 179514 0 0 0 X JEWISH FEDERATION OF METRO DETROIT 6735 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48303 NONE 501 (C)(3) CHARITABLE GRANT TO QUALIFIED CHARITY 100000 MAGEN DAVID ADOM 20 WEST 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE 501 (C)(3) CHARITABLE GRANT TO QUALIFIED CHARITY 100000 NOVA SOUTHEASTERN UNIVERSITY - ALS RESEARCH 7595 SW 33rd Street DAVIE FL 33314 NONE 501 (C)(3) CHARITABLE GRANT TO QUALIFIED CHARITY 15000 215000 0 14 99 14 119463 18 -6077 0 113485 0 113485 0 0 0 0 0 0 0 0 0 0 X X 1 STANFORD MORRIS IRREVOCABLE TRUST UTA DTD 07101980 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 2568981 X ACCOUNTING 2250 2250 0 Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year(s) ending: Tax year Amount 2021 $ 10,563 2022 $174,240 CAPITAL GROUP 1175857 1062235 CAPITAL GROUP 2911313 3046409 274249 276453 0 0 CAPITAL GROUP AT COST 214701 189163 LEGAL 11556 11556 0 INVESTMENT AND ADVISORY FEES 22129 22129 0 STANFORD MORRIS IRREVOCABLE TRUST U 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 FOREIGN TAX WITHHELD 723 723 0 EXCISE TAX 3169 0 0