2025-03-04T10:47:29-06:00 2024-12-31 381458667 Janz & Knight PLC CPAs 300 E Long Lake Rd Ste 360 Bloomfield Hills MI 483042377 990PF 2024-01-01 812981640 Patrick and Christie Scoggin Family Foundation PATR 3136409631 458 Chalfonte Ave Grosse Pointe Farms MI 48236 Christie Scoggin Director 3136409631 2025-02-20 1 0 Kenneth E Zink P00182682 2486469666 2024 2025-03-06 01:10:19Z X 2195538 X X 5172 5172 45622 45622 101077 174940 101077 151871 151871 0 0 0 3460 0 0 8 0 0 1516 0 0 48 0 0 7196 0 0 12228 0 0 135266 135266 147494 0 135266 4377 151871 156182 143139 143139 94828 0 0 1155289 1341400 1227080 852588 778725 825319 2258887 2263264 2195538 0 0 X 2258887 2263264 2258887 2263264 2258887 2263264 2258887 4377 0 2263264 0 2263264 920.000 Ishares Tr Broad USD D Corporate P 2021-12-29 2024-09-17 34459 37887 -3428 -3428 875.000 BD FTF P 2021-11-18 2024-09-17 32775 35976 -3201 -3201 Capital Gains Dividends P 107706 107706 107706 101077 2111 0 2111 0 2111 1500 0 0 0 1500 0 611 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A Kenneth E Zink 2486469666 300 East Long Lake Road Suite 360 Bloomfield Hills MI 483042377 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Christine H Scoggin 458 Chalfonte Ave Grosse Pointe Farms MI 48236 Director 2.00 0 0 0 NONE 0 NONE 0 0 2044701 124904 0 2169605 0 0 2169605 32544 2137061 106853 106853 2111 2111 104742 0 104742 0 104742 135266 0 135266 104742 0 0 58355 85944 17553 72997 97900 332749 135266 0 0 0 104742 30524 0 0 363273 0 0 0 0 0 0 58355 304918 85944 17553 72997 97900 30524 X Archdiocese of Detroit 12 State St Detroit MI 48226 None Unrestricted 1000 Boldli - Exceptional Youth Services 2075 E West Maple Suite B-203 Walled Lake MI 48390 None Unrestricted 1000 Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 None Unrestricted 1000 Covenant Prep Academy for Boys 474 Woodland St Hartford CT 06112 None Unrestricted 250 Dupl5q Alliance - Boston Believe Walk 250 N Trade St Ste 205 Matthews NC 28105 None Unrestricted 250 Evans Scholars Foundation 2501 Patriot Blvd Glenview IL 60026 None Unrestricted 1000 Forgotten Harvest 21800 Greenfield Rd Oak Park MI 48237 None Unrestricted 1000 Grosse Pointe Farms Foundation 90 Kerby Road Grosse Pointe Farms MI 48236 None Unrestricted 500 Grosse Pointe Foundation for Public Education (GPFPE) 20601 Morningside Road Grosse Pointe Woods MI 48236 None Unrestricted 3000 Hospice of Michigan 2366 Oak Valley Dr Ann Arbor MI 48103 None Unrestricted 1000 Kevin's Song 21 Kercheval Ave Ste 345 Grosse Pointe Farms MI 48236 None Unrestricted 500 Loyola High School Detroit 15325 Pinehurst St Detroit MI 48238 None Unrestricted 20000 Michigan State University 426 Auditorium Rd Rm 110 East Lansing MI 48824 None Unrestricted 10000 Motor City Mitten Mission 24623 Harper Ave St Clair Shores MI 48080 None Unrestricted 4000 Oakland University 507 Golf View Lane Rochester MI 483094488 None Unrestricted 75816 Our Lady Star of the Sea 467 Fairford Rd Grosse Pointe Woods MI 48236 None Unrestricted 2700 Sigma Gamma Association PO Box 36923 Grosse Pointe Farms MI 48236 None Unrestricted 2000 The Helm at the Boll Life Center (Formerly Services for Older Citizens) 158 Ridge Rd Grosse Pointe Farms MI 48236 None Unrestricted 250 University of Michigan 515 E Jeferson St Ann Arbor MI 48109 None Unrestricted 10000 135266 0 14 5172 14 45622 14 18 101077 0 151871 0 151871 0 0 0 0 0 0 0 0 0 0 Accounting fees 3460 0 0 Mutual Funds - Pointe Capital 1341400 1227080 Exchange-Traded Products - Pointe Capital AT COST 778725 825319 Investment management fees 6474 0 0 Miscellaneous expenses 715 0 0 Penalties 7 0 0 IRS Excise Tax - 2024 Estimate 1496 0 0 State Licenses and fees 20 0 0