ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-25
- IRS object ID
- 202442999349100414
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-25T12:03:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 753148637 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHLAUPITZ MADHAVAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 KIRTS BLVD SUITE 100 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205200930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHELLE ROSENTHAL FORESTER AND | BusinessNameLine1Txt |
| Business Name Line2 | RANDOLPH L FORESTER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCH | BusinessNameControlTxt |
| Phone | 2485406366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 LAKE PARK | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE FORESTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2485406366 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN DEBAY CPA | PreparerPersonNm |
| PTIN | P01564746 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,187,486 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $766 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,788 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,446 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $340,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,836 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $709,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $826,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $973,035 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,080,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,028,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,187,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,080,473 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,028,005 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,080,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,080,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,028,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,080,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,028,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIDELITY 6929 S/T- COVERED | $275,275 | $290,554 | -$15,279 | -$15,279 |
| FIDELITY 6929 L/T- COVERED | $2,166 | $2,393 | -$227 | -$227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $388 | OverpaymentAmt |
| Applied To ES Tax | $388 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROCHELLE FORESTER | IndividualWithBooksNm |
| Phone | 2485406366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 991 LAKE PARK | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RANDOLPH L FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROCHELLE FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $973,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,167,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,167,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $57,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,393 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,393 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,382 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11745 ROSA PARKS BLVD | DETROIT | MI | 48206 | N/A | PUBLIC | MEALS, SHELTER & SUPPORT | $2,000 |
| COTS | |||||||
| 26 PETERBORO ST 100 | DETROIT | MI | 48201 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| CRANBROOK ACADEMY OF ART | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| CRANBROOK HOUSE & GARDENS | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | HOUSE & GARDENS FUND | $2,800 |
| DAC FOUNDATION | |||||||
| 241 MADISON | DETROIT | MI | 48226 | N/A | PUBLIC | 2023 SPRING & FALL CAMPAIGNS | $5,500 |
| DIA | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $3,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| EDESIA NUTRITION | |||||||
| 550 ROMANO VINEYARD WAY N | KINGSTOWN | RI | 02852 | N/A | PUBLIC | EMERGENCY FOOD SHIPMENTS | $1,774 |
| GLEANERS | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| HARBOR SPRINGS FESTIVAL OF THE BOOK | |||||||
| 160 STATE ST | HARBOR SPRINGS | MI | 49740 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| HAVEN | |||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | N/A | PUBLIC | ANNUAL FUND | $3,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 |
| HISTORICAL SOCIETY OF MICHIGAN | |||||||
| 7435 WESTSHIRE DR | LANSING | MI | 48917 | N/A | PUBLIC | ANNUAL APPEAL 2023 | $100 |
| JEWISH HISTORICAL SOCIETY OF MI | |||||||
| 33228 W 12 MILE RD 349 | FARMINGTON HILLS | MI | 48334 | N/A | PUBLIC | IN THE NEIGHBORHOOD SPONSORSHIP | $2,500 |
| LAKE CHARLEVOIX ASSN | |||||||
| PO BOX 294 | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD 220 | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| TIP OF THE MITT WATERSHED COUNCIL | |||||||
| 426 BAY STREET | PETOSKEY | MI | 49770 | N/A | PUBLIC | PROTECT NORTHERN MI WATERS | $500 |
| WDET | |||||||
| 5700 CASS AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $2,363 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PUBLIC | DISASTER RESPONSE 23 | $500 |
| DETROIT PUBLIC THEATRE | |||||||
| 3960 3RD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | SEAT CAMPAIGN | $5,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON STREET PO BOX 430618 | PONTIAC | MI | 483430618 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| A HOLE IN THE ROOF FOUNDATION | |||||||
| 29836 TELEGRAPH RD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | HAVE FAITH HAITI | $1,000 |
| MOSIAC YOUTH THEATRE OF DETROIT | |||||||
| 2251 ANTIETAM AVENUE | DETROIT | MI | 48207 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 |
| THAW HEAT & WARMTH FUND | |||||||
| 535 GRISWOLD ST 200 | DETROIT | MI | 48226 | N/A | PUBLIC | HEAT & WARMTH FUND | $500 |
| LIGHTHOUSE | |||||||
| 46156 WOODWARD AVENUE | PONTIAC | MI | 48342 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | N/A | PUBLIC | GENERAL SUPPORT | $2,409 |
| JEWISH FEDERATION OF DETROIT | |||||||
| 6735 TELEGRAPH RD POX BOX 2030 | BLOOMFIELD HILLS | MI | 483032030 | N/A | PUBLIC | 2024 ANNUAL CAMPAIGN | $3,000 |
| THE MOTOR CITY LYRIC OPERA | |||||||
| 13301 MOUND ROAD | DETROIT | MI | 48212 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF MARY WASHINGTON | |||||||
| 119 HANOVER STREET | FREDERICKSBURG | VA | 224015412 | N/A | PUBLIC | FRIENDS OF BELMONT | $1,000 |
| DETROIT PUBLIC TV | |||||||
| 48325 ALPHA DRIVE SUITE 150 | WIXOM | MI | 48393 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| CVX CIRCLE OF THE ARTS | |||||||
| 109 CLINTON ST | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| CHARLEVOIX VENETIAN FESTIVAL | |||||||
| 309 PETOSKEY AVE | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| DETROIT HISTORICAL SOCIETY | |||||||
| 5401 WOODWARD AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,446 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | -$15,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,960 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,554 | Amt |
| Net Investment Income | $766 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,788 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO LONGER ACCEPTED WITHOUT AN ATTORNEY GENERAL FILE NUMBER. ATTORNEY GENERAL FILE NUMBER NOT REQUIRED AS THE PRIVATE FOUNDATION DOES NOT SOLICIT FROM THE PUBLIC. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SUN LIFE | StockNm |
| EOY Book Value | $30,000 | EOYBookValueAmt |
| EOYFMV | $42,836 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS & ETPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $826,390 | BookValueAmt |
| EOYFMV | $973,035 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,965 | Amt |
| Net Investment Income | $7,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $463 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |