ESPERANCE FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ESPERANCE FAMILY FOUNDATION INC (EIN 20-0494459)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202302839349100635
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T15:53:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 200494459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Esperance Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ESPE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER NEWTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | NEWTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $112,739 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $120,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,998 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $11,998 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $940 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $132,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,004 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $212,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,685 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOYFMV | $1,400 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $127,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $340,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $340,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $171,822 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $171,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $171,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,574 | ExcessRevenueOverExpensesAmt |
| Subtotal | $171,822 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $171,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $11,998 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,998 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139 | SubtotalAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,775 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,775 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,636 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $8,436 | RefundAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Alex Newton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Coco Newton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Keri Newton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Roger S Newton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Russell Newton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,654 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,216 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139 | TotalTaxAmt |
| Distributable Before Adj | $7,998 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,998 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,998 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,199 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $291,199 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,998 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $250,274 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $476,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,124,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $839,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $858,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,548,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,199 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,201 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,831,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $250,274 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,581,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $476,781 | ExcessFromYear4Amt |
| Excess From Year3 | $1,124,153 | ExcessFromYear3Amt |
| Excess From Year2 | $839,123 | ExcessFromYear2Amt |
| Excess From Year1 | $858,106 | ExcessFromYear1Amt |
| Excess From Current Year | $283,201 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Coco Newton | ContributingManagerNm |
| Contributing Manager | Roger S Newton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY INC | |||||||
| 253 DAYTON AVE | XENIA | OH | 45385 | N/A | PC | General & Unrestricted | $250 |
| ALIGHT | |||||||
| 615 1ST AVE NE STE 500 | MINNEAPOLIS | MN | 55413 | N/A | PC | In support of creating sanctuary spaces to shelter and guide displaced people of Ukraine, and getting young Ukrainian people access to the building blocks to make their future. | $200 |
| ANIMAL PEOPLE INC | |||||||
| PO BOX 960 | CLINTON | WA | 98236 | N/A | PC | General & Unrestricted | $250 |
| CAPTAIN PLANET FOUNDATION INC | |||||||
| 133 LUCKIE ST NW 2ND FL | ATLANTA | GA | 30303 | N/A | PC | In support of Project Learning Garden, providing schools with outdoor learning laboratories. | $500 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | In support of minimizing the impact of the Ukrainian crisis by thoughtful, equitable, and responsible recovery for all Ukrainians, mobilizing a full range of resources that strengthen the ability of communities to withstand disasters and recover equitably. | $200 |
| CHARITY GLOBAL INC - CHARITY WATER | |||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | N/A | PC | In support of providing drinking water to people in developing nations. | $250 |
| CHASDEI DEVORAH INC | |||||||
| 1716 56 ST | BROOKLYN | NY | 11204 | N/A | PC | General & Unrestricted | $3,500 |
| CHASING TWO RABBITS AT ONCE | |||||||
| 815 N PROSPECT RD | YPSILANTI | MI | 48198 | N/A | PC | General & Unrestricted | $5,000 |
| CHILD AND FAMILY SERVICES OF NORTHWESTERN MICHIGAN | |||||||
| 3785 VETERANS DR | TRAVERSE CITY | MI | 49684 | N/A | PC | In support of positive change, learning & growth. | $250 |
| DETROIT DOG RESCUE | |||||||
| PO BOX 806119 | ST CLR SHORES | MI | 48080 | N/A | PC | General & Unrestricted | $250 |
| ELDERHEART INC | |||||||
| 694 N LARCH ST | SISTERS | OR | 97759 | N/A | PC | General & Unrestricted | $250 |
| FAMILY LEARNING INSTITUTE | |||||||
| 1954 S INDUSTRIAL HWY STE D | ANN ARBOR | MI | 48104 | N/A | PC | In support of learning & growth. | $250 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | In support of providing nutritious meals for Ukraine. | $200 |
| FOOD GATHERERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | N/A | PC | General & Unrestricted | $250 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | In support of programs for low-income communities. | $250 |
| GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC | |||||||
| 148 E FRONT ST STE 301 | TRAVERSE CITY | MI | 49684 | N/A | PC | In support of programs at Groundwork Center For Resilient Communities. | $500 |
| GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC | |||||||
| 148 E FRONT ST STE 301 | TRAVERSE CITY | MI | 49684 | N/A | PC | General & Unrestricted | $100,000 |
| HEART TO HEART INTERNATIONAL INC | |||||||
| PO BOX 15566 | LENEXA | KS | 66285 | N/A | PC | In support of medical supplies for Ukraine. | $200 |
| HEARTS & BONES ANIMAL RESCUE | |||||||
| 5623 WILLIS AVE | DALLAS | TX | 75206 | N/A | PC | General & Unrestricted | $250 |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | N/A | PC | In support of "Help In Suffering" in Jaipur, Rajasthan, India | $250 |
| INTERNATIONAL CAMPAIGN FOR TIBET | |||||||
| 1825 JEFFERSON PL NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $15,000 |
| JAIPUR FOOT INC | |||||||
| 20 GLENN DR | WOODBURY | NY | 11797 | N/A | PC | In support of providing prosthetic legs and feet for those in need. | $250 |
| KERN ASPEN LIPID CONFERENCE | |||||||
| 1555 S HAVANA ST UNIT F-306 | AURORA | CO | 80012 | N/A | PC | In support of the Bile Acid Research Conference DBA Kern Aspen Lipid Conference | $37,750 |
| MERCY EDUCATION PROJECT | |||||||
| 1450 HOWARD ST | DETROIT | MI | 48216 | N/A | PC | In support of providing the tools for educational equity, economic stability and mobility; and cultural enrichment opportunities for women and girls who have limited access to resources. Empowering them as they work towards a brighter future. | $500 |
| MERCY FOR ANIMALS | |||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| POPULATION CONNECTION | |||||||
| 2120 L ST NW STE 500 | WASHINGTON | DC | 20037 | N/A | PC | In support of efforts towards population challenges and preventing climate change. | $250 |
| PSP AND CBD FOUNDATION | |||||||
| 7961 FALLING CREEK RD | BEDFORD | VA | 24523 | N/A | PC | General & Unrestricted | $4,000 |
| REWILD | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $250 |
| SALVATION ARMY | |||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | N/A | PC | In support of Salvation Army in Southfield, MI. | $250 |
| SOI DOG | |||||||
| 1321 UPLAND DR STE 3905 | HOUSTON | TX | 77043 | N/A | PC | In support of SOI Dog in Phuket, Thailand. | $250 |
| SPCA INTERNATIONAL INC | |||||||
| 242 W 30TH ST RM 1503 | NEW YORK | NY | 10001 | N/A | PC | In support of "El Paraiso de los Animales" in Argentina. | $250 |
| STARR COMMONWEALTH | |||||||
| 13725 STARR COMMWEALTH | ALBION | MI | 49224 | N/A | PC | In support of providing the tools for educational equity, economic stability and mobility; and cultural enrichment opportunities for women and girls who have limited access to resources. Empowering them as they work towards a brighter future. | $250 |
| SUSIE QS KIDS INC | |||||||
| 13116 IOWA DR | WARREN | MI | 48088 | N/A | PC | In support of brightening and inspiring the lives of children and young adults in hospital, foster care, shelters, and grieving "One Comfort Bag At A Time". | $250 |
| THE GUIDANCE CENTER | |||||||
| 13101 ALLEN RD | SOUTHGATE | MI | 48195 | N/A | PC | In support of positive change. | $250 |
| THE SIERRA CLUB FOUNDATION | |||||||
| 50 F ST EIGHTH FL | WASHINGTON | DC | 20001 | N/A | PC | In support of clean air. | $500 |
| THE WOMENS CENTER OF SOUTHEASTERN MICHIGAN | |||||||
| 1100 VICTORS WAY STE 10 | ANN ARBOR | MI | 48108 | N/A | PC | In support of positive change. | $250 |
| TIBETAN NYINGMA RELIEF FOUNDATION | |||||||
| 1815 HIGHLAND PL | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $20,000 |
| UNITED STATES ASSOCIATION FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | AFGHANISTAN aid fund | $4,000 |
| UNIVERSITY OF MICHIGAN CARDIOVASCULAR CENTER | |||||||
| 1500 EAST MEDICAL CENTER DR | ANN ARBOR | MI | 48019 | N/A | PC | Cardiovascular Center Summer Scholarship fund | $75,000 |
| WATER MISSIONS INTERNATIONAL | |||||||
| PO BOX 63320 | CHARLOTTE | NC | 28263 | N/A | PC | In support of the engineering organization to design, build, and implement safe water, sanitation, and hygiene (WASH) solutions for people of Ukraine. | $200 |
| WOMENS RESOURCE CENTER FOR THE GRAND TRAVERSE AREA | |||||||
| 720 S ELMWOOD AVE STE 2 | TRAVERSE CITY | MI | 49684 | N/A | PC | In support of positive change. | $500 |
| WORLD ANIMAL PROTECTION | |||||||
| 450 7TH AVE 31ST FLOOR | NEW YORK | NY | 10123 | N/A | PC | General & Unrestricted | $5,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | In support of medical services for Ukraine. | $500 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$77 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$77 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,948 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,871 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Newton Roger S | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 193 West Traverse Lake Road | AddressLine1Txt |
| City | Maple City | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49664 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ZENITH EPIGENETICS CORP | StockNm |
| EOYFMV | $1,400 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARWATER CAPITAL PARTNERS FU | $64,469 | $53,894 |
| SILVERPEAK LEGACY FUND III, LP | $63,668 | $13,760 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $284,250. This amount represents 25% or more of the Foundation's net assets of $311,884 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,924 | $6,924 | |
| Bank Charges | $40 | $40 | |
| K-1 Exp CLEARWATER CAPITAL PAR | $542 | $542 | |
| K-1 Exp SILVERPEAK LEGACY FUND | $360 | $360 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CLEARWATER CAPITAL PARTNERS FUND III | $1,373 | $1,373 |
| K-1 Inc/Loss SILVERPEAK LEGACY FUND III, LP | -$510 | -$433 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,004 | Amt |
| Net Investment Income | $2,004 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $7,300 | Amt |