2024-06-27T09:58:17-00:00 2023-12-31 261853104 BRUCE R NICHOLS 18430 Mack Avenue Grosse Pointe Farms MI 48236 990PF 2023-01-01 656221696 CHARLES R WHITNEY CHARITABLE FOUNDATION % Bruce R Nichols CHAR 3138867670 18640 MACK AVE PO Box 36069 Grosse Pointe Farms MI 482366069 Charles R Whitney JR Trustee 3138867670 2024-06-27 true Charles Whitney XXX-XX-XXXX Bruce R Nichols P01372291 3138867670 2024-06-27 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3079060 X 52042 52042 488 286761 488 52530 52530 15000 5500 20149 40649 0 0 129166 129166 169815 0 129166 -117285 52530 23501 65359 65359 2786458 3013701 2809959 65359 3079060 0 X 2809959 3079060 2809959 3079060 2809959 3079060 2809959 -117285 386386 3079060 3079060 Long Term Capital Gains P 2022-01-01 2023-12-31 201666 209085 -7419 -7419 Short Term Capital Gains P 2023-07-01 2023-12-31 85031 77187 7844 7844 Other Income Sec 1411 P 2022-01-01 2023-12-31 64 1 63 63 488 7844 730 730 730 1295 1295 1295 47 518 518 false false false false false false true FL false false true n/a Bruce R Nichols 3138867670 18430 Mack Ave Grosse Pointe Farms MI 48236 false false false false false false false false true 2016 2017 2018 2019 false false false false false false false false false false false false Jane Whitney Gage 106 Catchpaw Road Hinesberg VT 05461 Trustee 004.00 5000 Marcia Lockwood Whitney 7729 South 3500 East Cottonwood Heights UT 84121 Trustee 004.00 5000 Charles R Whitney Jr 312 Rivard Grosse Pointe MI 48230 Trustee 004.00 5000 NONE NONE Foundation made cash contributions to various charities as indicated on the attached schedule which lists each contribution made during 2022 135166 2951845 49212 0 3001057 3001057 45016 2956041 147802 147802 730 730 147072 147072 147072 129166 129166 147072 144778 2019 2020 2021 383958 129166 129166 383958 383958 15612 147072 X Cardigan Mountain School Development Office 62 Alumni Drive Canaan NH 03741 PF Unrestricted Contribution to Charitable Organization 2000 Meals on Wheels - Age Wells 124 Pleasant St Bennington VT 05201 PF Unrestricted Contribution to Charitable Organization 2000 Vermont Public Radio 365 Troy Avenue Colchester VT 05446 PF Unrestricted Contribution to Charitable Organization 2000 Green Mountain Club 4711 Waterbury Stowe Road Waterbury Center VT 05677 PF Unrestricted Contribution to Charitable Organization 2000 Vermont Land Trust 8 Bailey Ave Montpelier VT 05602 PF Unrestricted Contribution to Charitable Organization 2000 Humane Society of Chittenden County 142 Kindness Ct S Burlington VT 05403 PF Unrestricted Contribution to Charitable Organization 4000 Carpenter Carse Library 69 Ballards Cprmer Hinesburg VT 05461 PF Unrestricted Contribution to Charitable Organization 2000 Planned Parenthood 173 St Paul St Burlington VT 05401 PF Unrestricted Contribution to Charitable Organization 2500 Caron's Development Office 243 N Galen Hall Rd Wernersville PA 19565 PF Unrestricted Contribution to Charitable Organization 2000 Masters School Development Office 49 Clinton Ave Dobbs Ferry NY 10522 Unrestricted Contribution to Charitable Organization 3000 Vermont Women's Fund 3 Court St Middlebury VT 05753 Unrestricted Contribution to Charitable Organization 2000 Pride Center of Vermont 255 S Champlain Burlington VT 05401 Unrestricted Contribution to Charitable Organization 2000 NOLS Development Office 284 Lincoln Ave Lander WY 82520 Unrestricted Contribution to Charitable Organization 2000 Lewis Creek Association 442 Lewis Creek Charlotte VT 05445 Unrestricted Contribution to Charitable Organization 2000 Kimball Union Academy Development Office 7 Campus Center Drive Meriden NH 03770 Unrestricted Contribution to Charitable Organization 3000 Hinesburg Land Trust PO Box 137 Hinesburg VT 05461 Unrestricted Contribution to Charitable Organization 2000 Vermont Food Bank 33 Parker Road Barret VT 05641 Unrestricted Contribution to Charitable Organization 3000 Less CancerOrg 216 Lafayette Rd No 204 Rye NH 03870 Unrestricted Contribution to Charitable Organization 3000 Beaumont Health Foundation 26901 Beaumont Blvd Southifeld MI 48033 PF Unrestricted Contribution to Charitable Organization 5000 Planned Parenthood of Michigan 123 William St New York NY 10038 Unrestricted Contribution to Charitable Organization 2500 Acension St John - Heart & Vaxcular 22101 Moross Road Detroit MI 48236 PF Unrestricted Contribution to Charitable Organization 5000 For the Love of Dogs Vermount 1112 Main St Waitsfield VT 05673 PF Unrestricted Contribution to Charitable Organization 2000 Greening of Detroit 3000 W McNichols Rd Detroit MI 48235 PF Unrestricted Contribution to Charitable Organization 2000 University of Liggett School Scholarship 1045 Cook Rd Grosse Pointe Woods MI 48236 Unrestricted Contribution to Charitable Organization 5000 Brownfield Library 216 Main Street Brownfield ME 04010 PF Unrestricted Contribution to Charitable Organization 1000 Intermountain Health Care 36 S State St Salt Lake City UT 84111 Unrestricted Contribution to Charitable Organization 15000 Miss Hall's School 492 Holmes Rd Pittsfield MA 01201 Unrestricted Contribution to Charitable Organization 1500 Planned Parenthood of Northern New England 784 Hercules Drive Colochester VT 05446 Unrestricted Contribution to Charitable Organization 4000 Joyineering Fund 3377 E Oakledge Road Salt Lake City UT 84121 Unrestricted Contribution to Charitable Organization 5000 Capuchin Soup Kitchen 4390 Conner St Detroit MI 48215 PF Unrestricted Contribution to Charitable Organization 14000 Sober Support Coalition 495 Deeplands Grosse Pointe Woods MI 48236 Unrestricted Contribution to Charitable Organization 2666 Forgotten Harvest 15000 Eight Mile Rd Oak Park MI 48237 PF Unrestricted Contribution to Charitable Organization 2000 Neighborhood Club 17150 Waterloo St Grosse Pointe MI 48230 Unrestricted Contribution to Charitable Organization 2000 St Mary's School 628Lafayette Royal Oak MI 48067 Unrestricted Contribution to Charitable Organization 5500 Hassan Foundation 5779 Kelly Rd Roseville MI 48066 Unrestricted Contribution to Charitable Organization 2500 Bayview Yacht Club Foundation 100 Clairpointe St Detroit MI 48216 PF Unrestricted Contribution to Charitable Organization 5000 Gleaners 2131 Beaufait St Detroit MI 48207 PC Unrestricted Contribution to Charitable Organization 5000 129166 523920 52042 523920 488 52530 52530 4 These activities provide funding for distributions to qualified charitable organizations. 8 These activities provide funding for distributions to qualified charitable organizations. false false false false false false false false false false Investment Grade Securities 3013701 Bruce R. Nichols, Attorney at Law 5500 Bank Custodial and Investment Fees 20149 Change of value of Portfolio 386386