ROGER AND JEANNE LUNDBERG FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROGER AND JEANNE LUNDBERG FOUNDATION INC (EIN 14-2010899)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202333049349100628
- 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
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T06:27:56-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 142010899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER AND JEANNE LUNDBERG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Roger Lundberg | InCareOfNm |
| Business Name Control | ROGE | BusinessNameControlTxt |
| Foreign Phone | 7343778317 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44140 CYPRESS POINT DR | AddressLine1Txt |
| City | NORTHVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481689657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger Lundberg | PersonNm |
| Person Title | President | PersonTitleTxt |
| Foreign Phone | 7343778317 | ForeignPhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| 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 | $97,973 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,627 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,276 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,276 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,978 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $172 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,510 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,510 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,656 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,656 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,625 | CashBOYAmt |
| Cash EOY | $14,982 | CashEOYAmt |
| Cash EOYFMV | $14,982 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,796 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $195 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $375 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $195 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $195 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,899 | CorporateStockBOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $18,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $112,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,973 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,497 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $143 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $143 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,157 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,830 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,627 | OtherIncreasesAmt |
| Subtotal | $110,346 | SubtotalAmt |
| Other Decreases | $12,516 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - KNSL Kinsale Capital Common | $38,902 | $0 | $40,195 | -$1,293 | -$1,293 |
| Publicly Traded Securities - Baker Hughes Common BKR | $13,184 | $0 | $14,796 | -$1,612 | -$1,612 |
| Publicly Traded Securities - VLO Valero Common | $12,624 | $0 | $12,450 | $174 | $174 |
| Publicly Traded Securities - CLW Clearwater Common | $12,811 | $0 | $13,644 | -$833 | -$833 |
| Publicly Traded Securities - CUBI Customers Bancorp Common | $25,014 | $0 | $23,899 | $1,115 | $1,115 |
| Publicly Traded Securities - IMKTA Ingles Market Inc Common | $15,411 | $0 | $17,400 | -$1,989 | -$1,989 |
| Publicly Traded Securities - NXST Nextstar Common | $16,949 | $0 | $16,500 | $449 | $449 |
| Publicly Traded Securities - STC Stewart Info Services Common | $13,299 | $0 | $13,887 | -$588 | -$588 |
| Publicly Traded Securities - AOSL Alpha & Omega Common | $25,000 | $0 | $25,685 | -$685 | -$685 |
| Publicly Traded Securities - TRTN Triton Int Common | $25,500 | $0 | $26,268 | -$768 | -$768 |
| Publicly Traded Securities - WTFC Wintrust Common | $18,324 | $0 | $19,480 | -$1,156 | -$1,156 |
| Publicly Traded Securities - WDC Western Digital Common | $10,848 | $0 | $11,348 | -$500 | -$500 |
| Publicly Traded Securities - SMBC Southern MO. Common | $19,848 | $0 | $22,188 | -$2,340 | -$2,340 |
| Publicly Traded Securities - FCX Freeport McMoron Common | $18,608 | $0 | $19,808 | -$1,200 | -$1,200 |
| Publicly Traded Securities - CVEO Common | $10,400 | $0 | $10,896 | -$496 | -$496 |
| Publicly Traded Securities - Common Stock | $8,386 | $0 | $9,180 | -$794 | -$794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,516 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15 | OverpaymentAmt |
| Applied To ES Tax | $15 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | 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 |
| Website Address | www.foundation@rogerlundberg.com | WebsiteAddressTxt |
| Individual With Books | Roger Lundberg | IndividualWithBooksNm |
| Phone | 7343778317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44140 CYPRESS POINT DR | AddressLine1Txt |
| City | NORTHVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481689657 | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jeffrey Lundberg | ||||||||
| 15397 Bay Hill Dr | Northville | MI | 48168 | Director | 0.10 | $0 | $0 | $0 |
| James Lundberg | ||||||||
| 60365 Lamplighter Dr | New Hudson | MI | 48165 | Director | 0.10 | $0 | $0 | $0 |
| Roger Lundberg | ||||||||
| 44140 Cypress Point Dr | Northville | MI | 48168 | President | 5.00 | $0 | $0 | $0 |
| Jeanne Lundberg | ||||||||
| 44140 Cypress Point Dr | Northville | MI | 48168 | Secretary | 0.50 | $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 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $85 | TotalTaxAmt |
| Distributable Before Adj | $3,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,656 | 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 | $9,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,715 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,375 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,300 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,510 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,715 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105 | ExcessFromYear4Amt |
| Excess From Year3 | $2,375 | ExcessFromYear3Amt |
| Excess From Year2 | $120 | ExcessFromYear2Amt |
| Excess From Year1 | $16,300 | ExcessFromYear1Amt |
| Excess From Current Year | $6,510 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BigBrothers Big Sisters | |||||||
| 11 West Michigan Ave | Ypsilanti | MI | 48197 | PF | GolfFore Kids Sake | $530 | |
| N'ville Youth Football Assn | |||||||
| 15397 Bay Hill Dr | Northville | MI | 48168 | PF | Teaching fundamentals of Football | $1,500 | |
| Heritage Foundation | |||||||
| 214 Massachusetts Ave | Washington DC | DC | 20002 | PF | Building and promoting conservative public policies | $1,250 | |
| GAM Foundation | |||||||
| 39255 Country Club Dr Ste B40 | Farmington Hills | MI | 48331 | PF | Promoting Youth Golf Programs | $141 | |
| Hillsdale College | |||||||
| 33 East College St | Hillsdale | MI | 49242 | PF | American History Campaign | $1,500 | |
| University of Michigan | |||||||
| 3003 S State St Ste 8000 | Ann Arbor | MI | 48109 | PC | Michigan Athletic Department | $1,285 | |
| Northville Education Fund | |||||||
| 405 West Main Street | Northville | MI | 48167 | PF | Education - Golf Charity Play for Education | $1,200 | |
| Northville Education Fund | |||||||
| 405 West Main Street | Northville | MI | 48167 | PF | Education - STEM | $932 | |
| Northville Community Foundation | |||||||
| Eight Mile Road | Northville | MI | 48167 | PF | Maybury Farm | $200 | |
| Judicial Watch | |||||||
| 425 Third Street SW Ste 800 | Washington DC | MD | 20024 | PF | Governance | $1,000 | |
| Legacy | |||||||
| 230 W Monroe St | Chicago | IL | 60606 | NC | Social Service Organization | $118 | Suite 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,656 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $7,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,144 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,166 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger P Lundberg IRA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IRA Resources Inc | AddressLine1Txt |
| Address Line2 | 100 Pringle Ave Suite 650 | AddressLine2Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,527 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Filing Fees | CategoryTxt |
| Amt | $172 | Amt |
| Net Investment Income | $172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | No Specific Charitable Projects | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CUBI Common Stock | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Futura Royalties Program #78 | FMV | $12,000 | $12,000 |
| Futura Royalties Program #79 | FMV | $6,000 | $6,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stock trading losses | Desc |
| Amt | $12,516 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Computer Storage - Dropbox | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRAR Trust RMD Contribution | $11,527 |
| Golf Outing Contributions | $1,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State of Michigan Filing Fees | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes Paid | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |