Louis G Kaufman Endowment Fund

EIN 386048505

Marquette, MI 49855 |(906) 228-6088

Total Given 2016–2016
$119K
19 grants · $119K avg/year
based on 1 yr of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $1K–$6K
grant size
0%
transactional · single-year
repeat
$0
Assets (2016)
12
Distinct Recipients

About

THE LOUIS G KAUFMAN ENDOWMENT FUND (THE "FUND") IS A CHARITABLE TRUST THAT IS RECOGNIZED AS EXEMPT FROM FEDERAL TAX UNDER SECTION 501(C)(3) AND IS CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ADVISORY BOARD TO THE FUND SOUGHT COURT APPROVAL TO ESTABLISH A NOT-FOR-PROFIT CORPORATION IN ORDER TO IMPROVE TRANSPARENCY, RESTATE ITS PURPOSE MORE SUCCINCTLY AND ENABLE USE OF MODERN PORTFOLIO MANAGEMENT. A NOT-FOR-PROFIT CORPORATION, THE L G KAUFMAN ENDOWMENT FOUNDATION (THE "FOUNDATION") HAS BEEN CREATED AS SUCCESSOR TO THE FUND. THE FOUNDATION IS EXEMPT FROM FEDERAL TAX UNDER SECTION 501(C)(3) AND IS CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ADVISORY BOARD FOR THE FUND HAS BECOME THE BOARD OF TRUSTEES FOR THE FOUNDATION. PURSUANT TO IRC SECTION 507(B)(2), THE LOUIS G KAUFMAN ENDOWMENT FUND HAS TRANSFERRED ALL OF ITS ASSETS TO THE L G KAUFMAN ENDOWMENT FOUNDATION. THIS TRANSFER WAS MADE BY ORDER OF THE PROBATE COURT, WHICH RESTRICTS THE BOARD OF TRUSTEES FROM CHANGING THE PURPOSES OF THE FOUNDATION, A COPY OF WHICH IS ATTACHED. THE MAJORITY OF ASSETS WERE TRANSFERRED ON DECEMBER 29, 2016, WITH THE FINAL DISTRIBUTION OCCURRING ON DECEMBER 30, 2016. SEE STATEMENT 7 FOR MORE INFORMATION ABOUT THE ASSET TRANSFER. IN ACCORDANCE WITH PUBLICATION 4779 NO TERMINATION TAX IS DUE FROM THE FUND, AND THE FOUNDATION WILL ACQUIRE ALL OF THE TAX ATTRIBUTES ASSOCIATED WITH THE TRANSFERRED ASSETS, INCLUDING THE DISTRIBUTION REQUIREMENTS AND HISTORY.

Focus Areas

Education Arts & Culture Youth Development

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person THOMAS HUMPHREY
Phone (906) 228-6088
Deadlines APRIL 30TH OF EACH YEAR.
How to Apply REQUEST SHOULD BE IN WRITING AND INCLUDE THE HISTORY AND PURPOSE OF THE REQUESTING ORGANIZATION INCLUDING A STATEMENT OF FINANCIAL CONDITION. REQUEST SHOULD ALSO INCLUDE EVIDENCE THAT THE ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR OTHERWISE EXEMPT UNDER SECTION 115 OF THE INTERNAL REVENUE CODE. REQUEST SHOULD ALSO INDICATE THE PRUPOSE AND AMOUNT OF THE GRANT REQUESTED. AS OF DECEMBER 31, 2016, ALL ASSETS HAVE BEEN TRANSFERRED TO ANOTHER PRIVATE FOUNDATION AND THIS FOUNDATION IS NO LONGER ACCEPTING GRANT REQUESTS.
Restrictions GRANTS ARE LIMITED TO THE ADVANCEMENT OF THE MORAL, PHYSICAL AND MENTAL DEVELOPMENT OF THE YOUTH OF THE CITY OF MARQUETTE, MICHIGAN.

Grant Size Distribution

Based on 19 grants on record

Minimum
$1K
25th Pctl
$1K
Median
$2K
Average
$6K
75th Pctl
$6K
Maximum
$33K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

NT
Northern Michigan Bank Trust
Trustee & Foundation Manager
PK
Peter Kaufman
Fund Committee Member
AK
Audrey Kaufman
Fund Committee Member
AJ
Ann Jordan
Fund Committee Member
GK
Garrett Kaufman
Fund Committee Member
KS
Kenneth J Seavoy
Fund Committee Member
HB
Henry Bothwell III
Fund Committee Member
RE
R Allan Edgar
Fund Committee Member

Grants Awarded (19 total)

Purpose
Marquette Area Public Schools Marquette, MI $32,900 12TH GRADE SCHOLARSHIPS 2016
Marquette Area Public Schools Marquette, MI $20,000 8TH GRADE SCHOLARSHIPS 2016
Marquette Area Public Schools Marquette, MI $20,000 GRAVERAET SCHOOL CAFETERIA PROJECT 2016
Marquette Regional History Center Marquette, MI $12,500 PLEDGE PAYMENT CAPITAL CAMPAIGN 2016
City of Marquette Police Department Marquette, MI $10,000 SCHOOL LIAISON/YOUTH SERVICES OFFICER PROGRAM 2016
Bay Cliff Health Camp Big Bay, MI $3,000 YOUTH SERVICES 2016
Marquette Area Public Schools Marquette, MI $3,000 WINTER COATS FOR NEEDY STUDENTS 2016
Marquette Area Public Schools Marquette, MI $2,500 PROJECT GRADUATION 2016
North Star Public School Academy Marquette, MI $2,100 12TH GRADE SCHOLARSHIPS 2016
Salvation Army Marquette, MI $2,000 CHEER CLUB 2016
Women'S Center Marquette, MI $2,000 YOUTH SERVICES 2016
Father Marquette Catholic Schools Marquette, MI $1,500 8TH GRADE SCHOLARSHIPS 2016
North Star Public School Academy Marquette, MI $1,500 8TH GRADE SCHOLARSHIPS 2016
Ishpeming Public School District Ishpeming, MI $1,000 "DO IT FOR DANIEL" DOCUMENTARY 2016
Marquette Area Public Schools Marquette, MI $1,000 KAUFMAN COURTYARD 2016
Marquette Area Public Schools Marquette, MI $1,000 LYCEUM SERIES 2016
Marquette City Band Marquette, MI $1,000 UPCOMING CONCERT SEASON 2016
Superior Arts Youth Theater Marquette, MI $1,000 MUSICAL FUNDING 2016
Upper Peninsula Childrens Museum Marquette, MI $1,000 PROGRAM FUNDING 2016