2024-11-13T14:53:30-06:00 2023-12-31 135565207 KPMG LLP 191 WEST NATIONWIDE BLVD SUITE 500 COLUMBUS OH 432152568 990PF 2023-01-01 383575175 CMS ENERGY FOUNDATION CMSE 5177880432 ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 CATHERINE WILSON SECRETARY/TREASURER 5177880432 2024-11-13 1 0 MOLLIE P LONGHOUSE P00294881 6142492300 2023 2024-10-15 13:58:12Z X 2481393 X X 26518 26518 14644 0 60236 1034 86754 27552 0 0 0 3225 3225 0 13405 13405 0 16630 16630 0 50000 50000 66630 16630 50000 20124 10922 30694 30618 30618 533859 607285 607285 2010474 1843490 1843490 2575027 2481393 2481393 53225 0 53225 X 2575027 2428168 2575027 2428168 2575027 2481393 2575027 20124 0 2595151 166983 2428168 152 0 152 0 152 2259 0 1000 0 3259 0 3107 3107 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A CATHERINE A WILSON 5177880432 ONE ENERGY PLAZA JACKSON MI 492012276 0 0 0 1 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 GARRICK J ROCHOW ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 CHAIRMAN AND DIRECTOR 0.20 0 0 0 BRANDON J HOFMEISTER ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 PRESIDENT AND DIRECTOR 1.00 0 0 0 CAROLYN A BLOODWORTH ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 SEC./TREAS./DIR THRU AUG 2023 3.00 0 0 0 BRIAN F RICH ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 CATHERINE A HENDRIAN ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 LEEROY WELLS JR ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 REJJI P HAYES ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 RICHARD R MUKHTAR ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 ROGER A CURTIS ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR THRU JAN 2023 0.20 0 0 0 SHAUN M JOHNSON ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 TONYA L BERRY ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 VENKAT DHENUVAKONDA RAO ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR 0.20 0 0 0 ANGELA THOMPKINS ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 DIRECTOR BEGAN IN OCT 2023 0.20 0 0 0 CATHERINE A WILSON ONE ENERGY PLAZA EP8-210 JACKSON MI 492012276 SEC./TREAS./DIR BEGAN IN AUG 2023 3.00 0 0 0 NONE 0 NONE 0 SEE PART XV, LINES 2 & 3 0 0 1857410 600410 0 2457820 0 0 2457820 36867 2420953 121048 121048 152 152 120896 0 120896 0 120896 50000 0 50000 120896 104696 0 0 50000 50000 0 0 0 0 0 0 0 0 0 0 54696 120896 0 0 0 CATHERINE A WILSON ONE ENERGY PLAZA JACKSON MI 492012276 5177880432 THE INITIAL APPLICATION SHOULD BE IN NARRATIVE FORMAT, NOT EXCEEDING TWO PAGES ON ONE SIDE EACH, AND MUST INCLUDE CONFIRMATION THAT THE REQUESTING ORGANIZATION IS CURRENTLY A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AFTER A PRELIMINARY REVIEW BY THE FOUNDATION, THE APPLICANT MAY BE ASKED TO PROVIDE ADDITIONAL INFORMATION. NONE - APPLICATIONS ARE ACCEPTED AT ANY TIME SEE STATEMENTS 6 & 7 DEARBORN EDUCATION FOUNDATION 18700 AUDETTE DEARBORN MI 48124 NONE PC DEARBORN GREEN SCHOOLYARDS 50000 50000 0 14 26518 ACCRUED INVESTMENT INCOME 14 1034 RETURN OF CAPITAL - COMERICA SHARES 14 61905 0 89457 0 89457 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 3225 3225 0 GUIDELINES FOR GRANT SEEKERS FORM 990-PF, PART XV, LINE 2D CMS ENERGY FOUNDATION WAS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION AWARDS GRANTS IN ALIGNMENT WITH THREE KEY AREAS:(1) PEOPLE - PROGRAMS AND PROJECTS THAT REDUCE POVERTY LEVELS/ALICE NUMBERS THROUGH INCREASED HIGH SCHOOL GRADUATION RATES; INCREASING THE STEM/SKILLED LABOR TALENT POOL; OR SUPPORTING VULNERABLE RESIDENTS AND PROVIDING THEM WITH PATHWAYS TO SELF-SUFFICIENCY. (2) PLANET - PROGRAMS AND PROJECTS THAT PROTECT/PRESERVE OR RESTORE LAND, FRESHWATER BODIES OR IMPROVE AIR QUALITY.(3) PROSPERITY - PROGRAMS AND PROJECTS THAT CREATE SAFE, DESIRABLE NEIGHBORHOODS, SUPPORTING JOB GROWTH AND ENTREPRENEURS, OR ATTRACTING VISITORS. THE FOUNDATION WILL CONSIDER REQUESTS FROM QUALIFIED ORGANIZATIONS TO SUPPORT PROJECTS, OPERATING BUDGETS AND CAPITAL CAMPAIGNS FOR THE CONSTRUCTION, REFURBISHMENT OR PURCHASE OF BUILDINGS, STRUCTURES, EQUIPMENT OR PHYSICAL ENHANCEMENTS. NORMALLY, THE FOUNDATION WILL NOT CONTRIBUTE TO ENDOWMENTS. GUIDELINES FOR GRANT SEEKERS FORM 990-PF, PART XV, LINE 2D CONTINUED GEOGRAPHIC-------------THE PRINCIPAL FOCUS OF THE CMS ENERGY FOUNDATION INCLUDES THOSE COMMUNITIES WHERE CMSENERGY HAS FACILITIES AND BUSINESS INVESTMENTS.NO CONTRIBUTIONS ARE MADE TO:- INDIVIDUALS;- INDIVIDUAL SCHOLARSHIPS;- INDIVIDUAL SPONSORSHIPS RELATED TO FUNDRAISING;- ORGANIZATIONS THAT DO NOT QUALIFY AS CHARITABLE ORGANIZATIONS AS DEFINED BY THE INTERNAL REVENUE SERVICE;- ORGANIZATIONS THAT PRACTICE DISCRIMINATION ON THE BASIS OF SEX, GENDER, GENDER IDENTITY/EXPRESSION, AGE, HEIGHT, WEIGHT, MARITAL STATUS, RACE, RELIGION, SEXUAL ORIENTATION, COLOR, NATIONAL ORIGIN, ANCESTRY, DISABILITY, MEDICAL CONDITION, VETERAN STATUS, OR ANY OTHER CHARACTERISTIC PROHIBITED BY LAW;- POLITICAL ORGANIZATIONS AND POLITICAL CAMPAIGNS;- RELIGIOUS ORGANIZATIONS WHEN THE GRANT WILL BE USED FOR DENOMINATIONAL OR SECTARIAN PURPOSES;- LABOR ORGANIZATIONS; - FRATERNAL ORDERS; - SOCIAL CLUBS;- DEBT-REDUCTION CAMPAIGNS;- SPORTS TOURNAMENTS;- TALENT OR BEAUTY CONTESTS;- LOANS FOR SMALL BUSINESS; OR- ENERGY-RELATED PROJECTS OR COSTS (INCLUDING UTILITY COSTS, LIGHTING, STREET LIGHTS, ETC.).THE FOUNDATION DOES NOT PURCHASE TICKETS OR MAKE PAYMENTS TO EVENTS OR CELEBRATIONS TO RAISE FUNDS FOR CHARITABLE PURPOSES, NOR DOES IT SPONSOR ADVERTISING SUPPORTING THESE EFFORTS.VOLUNTEER INVESTMENT PROGRAM----------------------------------THE CMS ENERGY FOUNDATION RECOGNIZES AND SUPPORTS EMPLOYEES AND RETIREES WHO VOLUNTEER THEIR TIME AND TALENT TO IMPROVE THE QUALITY OF LIFE IN THEIR COMMUNITIES. THROUGH THE VOLUNTEER INVESTMENT PROGRAM, THE FOUNDATION AWARDS GRANTS TO NONPROFIT ORGANIZATIONS ON BEHALF OF EMPLOYEES AND RETIREE VOLUNTEERS.MATCHING GIFTS PROGRAM--------------------------THE CMS ENERGY FOUNDATION ALSO ADMINISTERS A MATCHING GIFT PROGRAM FOR EMPLOYEES AND RETIREES WHO MAKE PERSONAL CHARITABLE DONATIONS TO NONPROFIT ORGANIZATIONS. ELIGIBLE DONATIONS MADE BY FULL- AND PART-TIME EMPLOYEES AND RETIREES MAY BE MATCHED DOLLAR-FOR-DOLLAR FOR GIFTS OF $25 OR MORE, UP TO A COMBINED TOTAL OF $1,000 PER DONOR IN ANY CALENDAR YEAR.CARING FOR COMMUNITY PROGRAM-----------------------------------THE CMS ENERGY FOUNDATION ALSO OFFERS A CARING FOR COMMUNITY GRANT PROGRAM TO RECOGNIZE AND SUPPORT GROUPS OF FIVE OR MORE EMPLOYEES AND/OR RETIREES WHO VOLUNTEER THEIR TIME AND TALENT TO IMPROVE THE QUALITY OF LIFE IN THEIR COMMUNITIES. THROUGH THE CARING FOR COMMUNITY PROGRAM, THE FOUNDATION AWARDS GRANTS TO NONPROFIT ORGANIZATIONS ON BEHALF OF GROUPS OF EMPLOYEE AND RETIREE VOLUNTEERS. CMS ENERGY CORP 1843490 1843490 UNREALIZED LOSS ON INVESTMENTS 166983 COMERICA INVESTMENT CHARGES 13327 13327 0 OTHER MISC. FEES 78 78 0 ACCRUED INVESTMENT INCOME -1669 1034 1034 RETURN OF CAPITAL - COMERICA SHARES 61905 61905