ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-16
- IRS object ID
- 202342289349100504
- Schema version
- 2022v5.0
- 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 | 2023-08-16T09:12:17-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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/DIRECTOR | PersonTitleTxt |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROCHELLE | PersonFirstNm |
| Person Last | FORESTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN DEBAY CPA | PreparerPersonNm |
| PTIN | P01564746 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2023-08-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,136,295 | 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 |
| Dividends Rev And Expnss | $20,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,845 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$65,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,334 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$44,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,845 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,212 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,051 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,433 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,970 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,343 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,079,989 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $709,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $756,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,183,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,080,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,136,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,183,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,080,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,183,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,183,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,080,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,183,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,080,473 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,080,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 6929 ST TRADES | P | 2022-07-01 | 2022-12-31 | $560,448 | $608,145 | -$47,697 | -$47,697 |
| FIDELITY 6929 LT TRADES | P | 2021-07-01 | 2022-12-31 | $120,697 | $126,908 | -$6,211 | -$6,211 |
| FIDELITY 6929 LT TRADES | P | 2021-07-01 | 2022-12-31 | $42,897 | $57,716 | -$14,819 | -$14,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$65,435 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $198 | SubtotalAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $846 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $846 | TotalPaymentsAndCreditsAmt |
| Overpayment | $648 | OverpaymentAmt |
| Applied To ES Tax | $648 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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/DI | 0.01 | $0 | $0 | $0 |
| ROCHELLE FORESTER | ||||||||
| 991 LAKE PARK | BIRMINGHAM | MI | 48009 | PRESIDENT/DI | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $954,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,215,731 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,215,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,197,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $59,677 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,677 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,330 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,677 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,591 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,472 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,891 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,330 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,330 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,954 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,954 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $1,393 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FUND OF MI | |||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | N/A | PUBLIC | FIGHTING FOR RIGHTS | $425 |
| A HOLE IN THE ROOF FOUNDATION | |||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | HAVE FAITH HAITI FUND | $1,000 |
| CASS COMMUNITY SOCIAL SERVICES | |||||||
| 11745 ROSA PARKS BLVD | DETROIT | MI | 48206 | N/A | PUBLIC | MEALS, SHELTER & SUPPORT | $2,000 |
| CHARLEVOIX CIRCLE OF ARTS | |||||||
| 109 CLINTON ST | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | COMMUNITY ART PROGRAMS | $250 |
| CHICAGO CHILDREN'S MUSEUM | |||||||
| 700 EAST GRAND AVE 127 | CHICAGO | IL | 60611 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| COMMON GROUND | |||||||
| 1410 S TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48302 | N/A | PUBLIC | HELPING PEOPLE MOVE FROM CRISIS | $1,000 |
| COTS | |||||||
| 26 PETERBORO ST 100 | DETROIT | MI | 48201 | N/A | PUBLIC | HOPE HELP HOUSING | $1,000 |
| CRANBROOK ACADEMY OF ART | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | MEMBERSHIP | $150 |
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | RESTORE & PRESERVE GARDENS | $625 |
| DAC FOUNDATION | |||||||
| 241 MADISON | DETROIT | MI | 48226 | N/A | PUBLIC | HOMELESS SUPPORT | $763 |
| DETROIT ZOO | |||||||
| 8450 W 10 MILE RD | ROYAL OAK | MI | 48067 | N/A | PUBLIC | ANIMAL CONSERVATION | $2,000 |
| DIA | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | MEMBERSHIP DUES | $4,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | MEDICAL CARE- AREAS IN NEED | $2,500 |
| WTVS | |||||||
| 1 CLOVER CT | WIXOM | MI | 48393 | N/A | PUBLIC | PUBLIC TV | $500 |
| DRMM | |||||||
| PO BOX 312087 | DETROIT | MI | 48231 | N/A | PUBLIC | HOMELESS- FOOD & SHELTER | $3,000 |
| EDESIA NUTRITION | |||||||
| 550 ROMANO VINEYARD WAY N | KINGSTOWN | RI | 02852 | N/A | PUBLIC | EMERGENCY FOOD SHIPMENTS | $4,000 |
| FLINT INSTITUTE OF ARTS | |||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | N/A | PUBLIC | RAFFLE | $5,050 |
| GLEANERS | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | COMMUNITY FOOD BANK SUPPORT | $1,000 |
| HARBOR SPRINGS FESTIVAL OF THE BOOK | |||||||
| 160 STATE ST | HARBOR SPRINGS | MI | 49740 | N/A | PUBLIC | BOOK FESTIVAL | $500 |
| HAVEN | |||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | N/A | PUBLIC | HELPING ABUSE SURVIVORS | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC | FIGHTING WORLD HUNGER | $2,500 |
| HISTORICAL SOCIETY OF MICHIGAN | |||||||
| 7435 WESTSHIRE DR | LANSING | MI | 48917 | N/A | PUBLIC | PRESERVES MICHIGAN HISTORY | $150 |
| JEWISH HOSPICE | |||||||
| 6555 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | N/A | PUBLIC | IN MEMORY- GLORIA HANDELSMAN | $100 |
| JEWISH HISTORICAL SOCIETY OF MI | |||||||
| 33228 W 12 MILERD 349 | FARMINGTON HILLS | MI | 48334 | N/A | PUBLIC | PRESERVE MI JEWISH HISTORY | $518 |
| JVS | |||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48076 | N/A | PUBLIC | ANNUAL FUND | $500 |
| LAKE CHARLEVOIX ASSN | |||||||
| PO BOX 294 | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | PROTECT LAKE CHARLEVOIX | $500 |
| MICHIGAN ANIMAL RESCUE | |||||||
| 790 FEATHERSTONE | PONTIAC | MI | 48342 | N/A | PUBLIC | ANIMAL RESCUE | $500 |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD 220 | BINGHAM FARMS | MI | 48025 | N/A | PUBLIC | HELP HOMELESS ANIMALS | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4594 | NEW YORK | NY | 101634594 | N/A | PUBLIC | IN MEMORY- SHELDON COHN | $100 |
| OAKLAND LITERARY COUNCIL | |||||||
| 43700 WOODWARD AVE 20 | BLOOMFIELD HILLS | MI | 48302 | N/A | PUBLIC | PROVIDING READING & WRITING SKILLS | $1,250 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | N/A | PUBLIC | PROTECT RIGHTS/PROVIDE ACCESS | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PUBLIC | HELP FIGHT FOR JUSTICE & EQUITY | $1,000 |
| 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 | NEW TOWER FUND | $1,200 |
| UNIVERSITY OF MICHIGAN | |||||||
| 1000 OAKBROOK STE 100 | ANN ARBOR | MI | 48104 | N/A | PUBLIC | IN MEMORY- CAROLINE SHERBIN | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,681 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | -$65,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$44,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$44,590 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,212 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,649 | 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 | $38,343 | 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 | $709,503 | BookValueAmt |
| EOYFMV | $756,982 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,051 | Amt |
| Net Investment Income | $5,051 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $1,000 |
| FOREIGN TAX | $433 |