2024-08-28T17:19:43-04:00 2024-06-30 464546814 Margaret C Rokita CPA LLC PO Box 6889 Saginaw MI 486086889 990PF 2023-07-01 382477768 Nartel Family Foundation NART PO Box 190264 Burton MI 48519 Evelyn Nartelski President 8106942471 2024-08-23 true true Margaret C Rokita P00717819 9897910000 X 2023 2024-08-08 14:25:15Z X 4562976 X X 113939 113939 183900 342895 183900 297839 297839 52000 5200 46800 2800 1400 1400 37158 36728 430 183 183 2261 2261 94402 43328 51074 253500 253500 347902 43328 304574 -50063 254511 0 48349 33077 33077 1690558 1549945 2803627 1866414 1972236 1726272 3605321 3555258 4562976 0 0 X 3605321 3555258 3605321 3555258 3605321 3555258 3605321 -50063 3555258 3555258 1197195 DFA US Core Equity 1 Port P 2008-10-29 2023-08-23 39771 8883 30888 1154241 DFA US Core Equity 1 Port P 2008-10-29 2023-10-19 37513 8564 28949 2161714 DFA US Core Equity 1 Port P 2008-10-29 2024-05-07 84372 16040 68332 336578 Fed Instl Hi Yld Fund-R6 P 2019-09-12 2024-05-07 2942 3309 -367 47 IShares MSCI Emrg Mkts ETF P 2021-12-07 2024-05-08 1994 2354 -360 236 IShares MSCI EAFE ETF P 2021-12-07 2024-05-08 18722 18736 -14 20466 IShares Russell 2000 ETF P 2021-12-07 2024-05-08 21276 23464 -2188 529665 PIMCO Intntl Bnd Fund INST P 2020-05-20 2024-05-07 5207 5657 -450 1022073 Pioneer Fndmtl Grw Fund-Y P 2021-12-07 2023-10-19 30325 32492 -2167 430957 Pioneer Fndmtl Grw Fund-Y P 2021-12-07 2024-05-07 15061 13700 1361 376068 Vangaurd Inc Prod Sec Fd P 2009-11-16 2024-05-07 8589 9418 -829 300604 Vanguard Ttl Stk Mkt Inc Fd P 2009-11-16 2023-10-19 31182 8202 22980 299671 Vanguard Ttl Stk Mkt Inc Fd P 2009-11-16 2024-05-07 37375 8176 29199 Long Term Capitl Gain Distributions P 2023-06-30 2024-06-30 8566 8566 183900 3538 0 3538 0 3538 2774 2774 764 false false false false false false false true true MI true false false false false true NartelFamilyFoundation.org Evelyn Nartelski 9897910000 PO Box 190264 Burton MI 48519 false false false false false false false false false false false false false false false false false false false false false Evelyn Nartelski PO Box 190264 Burton MI 48519 President Treasurer 16.00 35000 0 0 Kathy Rembowski PO Box 190264 Burton MI 48519 Trustee 1.00 4000 0 0 Timothy Allen PO Box 190264 Burton MI 48519 Secretary Commications Ofcr 1.00 5000 0 0 Sylvia McCown PO Box 190264 Burton MI 48519 Trustee 1.00 4000 0 0 Yolanda Bellanger PO Box 190264 Burton MI 48519 Trustee 1.00 4000 0 0 NONE 0 NONE 4352446 30960 0 4383406 0 4383406 65751 4317655 215883 215883 3538 3538 212345 212345 212345 304574 304574 212345 80398 74610 56283 88748 79387 379426 304574 212345 92229 471655 0 80398 391257 74610 56283 88748 79387 92229 Nartel Family Foundation PO Box 190264 Burton MI 48519 0000000000 See the foundation website NartelFamilyFoundation.org for details on grant requests. None There are five areas of giving - children/education, medical/medical research, Christian & Jewish faith based programs, animal support and local cultural/activities/music & art. Young Life of Genesee County G 5803 Miller Rd STE C Flint MI 48507 PC Middle & High School Youth Mentoring Program 5000 Flint Institute of Arts 1120 E Kearsley St Flint MI 48503 PC Art Institute 11500 Flint Jewish Federation 619 Wallenberg Street Flint MI 48502 PC Community Outreach & Aid 6000 The Salvation Army of Genesee Cnty 211 W Kearsley St Flint MI 48502 PC Provide for Physical & Spiritual Needs 5000 Communities First Inc 310 East First Street PO BOX 152 Flint MI 48501 PC Econ Development and Affordable Housing Programs 7500 Humane Society of Genesee County 3325 S Dort Hwy PO Box 190138 Burton MI 48519 PC Protection & Adoption of Companion Pets 10000 St Thomas More Academy 6456 E Bristol Road Burton MI 48519 PC School Programs 7500 International Crane Foundation E 11376 Shady Lane Rd Brilliant OH 43913 PC WildLife Welfare 10000 Flint Community Players 2462 S Ballenger Hwy Flint MI 48507 PC Theatre Arts 6000 University of Michigan Flint 303 East Kearsley St Flint MI 48502 PC University Advancement 2000 Adopt a Pet Inc 13575 N Fenton Rd Fenton MI 48430 PC Protection & Adoption of Pets 10000 Crossover Downtwn Outreach Ministry 414 W Court St Flint MI 48503 PC Back to School Program & Character Building Camp 2000 Alzheimers Association 225 N Michigan Ave FL 17 Chicago IL 60601 PC Medical Research 70000 Humane Society of Genesee County 3325 S Dort Hwy PO Box 190138 Burton MI 48519 PC Paws On Parade Event Animal Rescue 1000 Crim Fitness Foundation 452 Saginaw St Flint MI 48502 PC Health & Fitness Programs and Education 5000 Flint Institute of Music 1025 E Kearsley St Flint MI 48503 PC Musical Arts 5000 Holy Redeemer Roman Catholic Church 1227 E Bristol Rd Burton MI 48529 PC Church 3500 Food Bank of Eastern Michigan 2300 Lapeer Rd Flint MI 48503 PC Food Bank 7000 Boys Girls Club of Greater Flint 3701 N Averill Ave Flint MI 48506 PC Youth Enrichment Programs 10000 Genesee County Historical Society 316 W Water St Flint MI 48503 PC Preserve History of Genesee County 7500 The New McCree Theatre 4601 Clio Road Flint MI 48504 PC African American Theater ArtsCommunity Enrichment 5000 Make-A-Wish Foundation Michigan 20750 Civic Center Dr Ste 180 Southfield MI 48076 PC Wishes Granted for Critically Ill Children 5000 Kettering University 1700 Universtiy Ave Flint MI 48504 PC STEM Education and Research Institution 5000 The Zekelman Holocaust Center 28123 Orchard Lake Road Farmington Hills MI 48334 PC Holocaust Museum 7500 Whaley Historic House Museum 624 E Kearsley St Flint MI 48503 PC Historic House & Heritage Museum 5000 YMCA of Greater Flint 411 E Third St Flint MI 48503 PC Youth Sports Enrichment Programs 5000 Saint Matthews Catholic Church 701 Church St Flint MI 48502 PC Church 1500 Horses Haven PO Box 166 Howell MI 48844 PC Animal Intervention and Rescue 6000 Flint Childrens Museum 1602 W University Ave Flint MI 48504 PC Educational Museum Inspiring Learning 7000 Sloan Museum of Discovery 122 E Kearsley St Flint MI 48503 PC Science and History Museum 5000 Chabad House of Eastern Michigan 5385 Calkins Rd Flint MI 48532 PC Jewish Religious & Educational Center 10000 253500 0 14 113939 18 183900 297839 297839 false false false false false false false false false false LegalAccountingTax Prep 2800 1400 0 1400 DFA US Core Equity 1 Portf Fd 267717 1133893 Vanguard Totl Stk Mkt IndAd Fd 125210 500654 DFA Real Estate Secs Portf Fd 104973 137205 IShares MSCI Emrg Mrkt ETF 159637 135734 IShares MSCI EAFE ETF 340424 335879 IShares Russell 2000 ETF 302556 272075 Pioneer Fndmntl Growth Fund 249428 288187 Federated Total Return Bond Fd 356919 301693 Vanguard Inflation-Protectd Secs Fd 97035 85969 Vanguard Total Bond Mkt Idx Fund 960491 864571 PIMCO International Bond Fd 94321 85654 Federated Institutnl High Yld Bd Fd 96643 85936 Metropolitan West Total Rtrn Fd 366827 302449 Council of Michigan Fdtns Dues 1950 0 0 1950 PO Box Fee 142 0 0 142 Software Fee 169 0 0 169 InvestmentAdministrative Fees 37158 36728 0 430