JURY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JURY FOUNDATION (EIN 20-0748605)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202201259349101030
- Schema version
- 2021v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T13:55:49-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GRATIOT RD | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486386035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200748605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JURY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JURY | BusinessNameControlTxt |
| Phone | 9897935527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486385408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JURY | PersonNm |
| Person Title | PRES & TREAS | PersonTitleTxt |
| Phone | 9897935527 | PhoneNum |
| Signature | 2022-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | JURY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN B HUNT | PreparerPersonNm |
| PTIN | P01830636 | PTIN |
| Phone | 9894975300 | PhoneNum |
| Preparation | 2022-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,043,911 | 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 | $245,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $590,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $754,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $590,730 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $836,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,166 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $853 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $852 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $492,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,119 | CashBOYAmt |
| Cash EOY | $124,954 | CashEOYAmt |
| Cash EOYFMV | $124,954 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,992,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,407,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,809,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $327,025 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $327,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $388,331 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $537,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $519,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $718,556 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,989 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,460 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,888,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,381,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,043,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,888,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,381,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,888,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,381,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,888,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,381,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,888,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $492,837 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,381,317 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,381,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $297,214 | $163,525 | $133,689 | $133,689 |
| CAPITAL GAIN DISTRIBUTIONS | P | $457,041 | $457,041 | $457,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $590,730 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $590,730 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,481 | SubtotalAmt |
| Tax Based On Investment Income | $11,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $6,681 | TaxDueAmt |
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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SARAH JURY | IndividualWithBooksNm |
| Phone | 9897935527 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486385408 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SARAH JURY | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | PRES & TREAS | 3.50 | $0 | $0 | $0 |
| MICHAEL JURY | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | VP & SEC | 0.50 | $0 | $0 | $0 |
| ANNE GRIFFITH | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELIZABETH JURY | ||||||||
| 5799 DUNROVIN | SAGINAW | MI | 486385408 | TRUSTEE | 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 |
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 | $6,699,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $342 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,743,256 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,743,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,642,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $332,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $332,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,481 | TotalTaxAmt |
| Distributable Before Adj | $320,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,624 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,172 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $337,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,624 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $33,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $994 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,072 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,172 | QualifyingDistributionsAmt |
| Applied To Current Year | $320,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,548 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,029 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $78,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,800 | ExcessFromYear4Amt |
| Excess From Year3 | $994 | ExcessFromYear3Amt |
| Excess From Year2 | $19,072 | ExcessFromYear2Amt |
| Excess From Year1 | $7,615 | ExcessFromYear1Amt |
| Excess From Current Year | $16,548 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE SARAH JURY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SARAH JURY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5799 DUNROVIN | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48638 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9897935527 | RecipientPhoneNum |
| Form And Info And Materials | 1. LETTER REQUESTING ASSISTANCE INCLUDING REASON FOR NEED. 2. COPY OF TRANSCRIPTS IF APPLICABLE 3. LETTER FROM SCHOOL COUNSELOR OR FINANCIAL AID OFFICER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 9224 7TH STREET | PORT HURON | MI | 48060 | N/A | PC | SAGINAW SCOUTREACH PROGRAM | $2,000 |
| TRUENORTH COMMUNITY SERVICES | |||||||
| 5333 S CENTERLINE RD | NEWAYGO | MI | 49337 | N/A | PC | CAMP NEWAYGO | $3,000 |
| CENTRAL MICHIGAN UNIVERSITY | |||||||
| 524 E BELLOWS | MT PLEASANT | MI | 48859 | N/A | PC | SAGINAW MEDICAL EDUCATION ENRICHMENT | $3,000 |
| CENTRAL MICHIGAN UNIVERSITY | |||||||
| 524 E BELLOWS | MT PLEASANT | MI | 48859 | N/A | PC | FRIENDS OF THE LIBRARIES | $3,000 |
| CENTRE COLLEGE | |||||||
| 600 WEST WALNUT ST | DANVILLE | KY | 40422 | N/A | PC | SCHOLARSHIPS | $5,000 |
| SAGINAW CHILDREN'S ZOO | |||||||
| 1730 S WASHINGTON AVE | SAGINAW | MI | 48601 | N/A | PC | OPERATIONS | $5,000 |
| SAGINAW CHILDREN'S ZOO | |||||||
| 1730 S WASHINGTON AVE | SAGINAW | MI | 48601 | N/A | PC | EXHIBITS AND PROJECTS | $24,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| ONE SOUTH HARBOR DR STE | GRAND HAVEN | MI | 49417 | N/A | PC | MEMBERSHIP | $1,800 |
| DELTA COLLEGE FOUNDATION | |||||||
| 1961 DELTA RD | UNIVERSITY CENTER | MI | 48710 | N/A | PC | SCHOLARSHIPS | $5,000 |
| DYW OF BOYLE COUNTY | |||||||
| PO BOX 2261 | DANVILLE | KY | 40423 | N/A | PC | SCHOLARSHIPS AND PROGRAMS | $1,500 |
| FREMONT AREA COMMUNITY FOUNDATION | |||||||
| 4424 W 48TH STREET | FREMONT | MI | 49412 | N/A | PC | HEALTH AND WATERSHED ISSUES FOR PICK | $10,000 |
| FRIENDS OF THE THEODORE ROETHKE FDN | |||||||
| PO BOX 6001 | SAGINAW | MI | 48608 | N/A | PC | OPERATIONS | $5,000 |
| GRAND RAPIDS CIVIC THEATRE | |||||||
| 30 N DIVISION AVE | GRAND RAPIDS | MI | 49503 | N/A | PC | OPERATIONS | $5,000 |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA AVE NW SUITE | GRAND RAPIDS | MI | 49503 | N/A | PC | OPERATIONS | $5,000 |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY | KALAMAZOO | MI | 49001 | N/A | PC | ENDOWMENT FUND | $5,000 |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY | KALAMAZOO | MI | 49001 | N/A | PC | PORTER SCHOLARSHIP | $5,000 |
| LIONS VISUALLY IMPAIRED YOUTH CAMP | |||||||
| 3409 N FIVE LAKES ROAD | LAPEER | MI | 48446 | N/A | PC | OPERATIONS | $2,500 |
| MAJOR CHORDS FOR MINORS | |||||||
| PO BOX 3629 | SAGINAW | MI | 48601 | N/A | PC | OPERATIONS | $2,000 |
| MID MICHIGAN CHILDREN'S MUSEUM | |||||||
| 315 W GENESEE AVE | SAGINAW | MI | 48602 | N/A | PC | OPERATIONS | $5,000 |
| MID MICHIGAN CHILDREN'S MUSEUM | |||||||
| 315 W GENESEE AVE | SAGINAW | MI | 48602 | N/A | PC | OPERATIONS | $4,500 |
| MIDLAND AREA COMMUNITY FOUNDATION | |||||||
| 76 ASHMAN CIRCLE | MIDLAND | MI | 48640 | N/A | PC | VILLAGE OF SANFORD RECOVERY PROJECT | $5,000 |
| OPERA GRAND RAPIDS | |||||||
| 1320 EAST FULTON ST | GRAND RAPIDS | MI | 49503 | N/A | PC | OPERATIONS | $5,000 |
| PIT AND BALCONY THEATRE | |||||||
| 805 N HAMILTON | SAGINAW | MI | 48602 | N/A | PC | 90 FOR 90 CAMPAIGN/OPERATIONS | $10,000 |
| PIT AND BALCONY THEATRE | |||||||
| 805 N HAMILTON | SAGINAW | MI | 48602 | N/A | PC | OPERATIONS | $24,000 |
| SAGINAW ART MUSEUM | |||||||
| 1126 N MICHIGAN AVE | SAGINAW | MI | 48602 | N/A | PC | PROJECTS | $10,000 |
| SAGINAW ART MUSEUM | |||||||
| 1126 N MICHIGAN AVE | SAGINAW | MI | 48602 | N/A | PC | OPERATIONS | $24,000 |
| SAGINAW ARTS AND ENRICHMENT COMMISS | |||||||
| 120 EZRA RUST DRIVE | SAGINAW | MI | 48601 | N/A | PC | OPERATIONS | $2,000 |
| SAGINAW BAY SYMPHONY ORCHESTRA | |||||||
| 201 N WASHINGTON AVE | SAGINAW | MI | 48607 | N/A | PC | OPERATIONS AND CONCERTS | $10,000 |
| SAGINAW BAY SYMPHONY ORCHESTRA | |||||||
| 201 N WASHINGTON AVE | SAGINAW | MI | 48607 | N/A | PC | OPERATIONS AND CONCERTS | $24,000 |
| SAGINAW CHORAL SOCIETY | |||||||
| 201 N WASHINGTON AVE | SAGINAW | MI | 48607 | N/A | PC | OPERATIONS | $5,000 |
| SAGINAW CHORAL SOCIETY | |||||||
| 201 N WASHINGTON AVE | SAGINAW | MI | 48607 | N/A | PC | OPERATIONS | $8,000 |
| SAGINAW COMMUNITY FOUNDATION | |||||||
| 1 TUSCOLA ST SUITE 100B | SAGINAW | MI | 48607 | N/A | PC | ART AND ABOUT | $2,500 |
| SAGINAW COUNTY VETERANS MEMORIAL PL | |||||||
| PO BOX 1382 | SAGINAW | MI | 48605 | N/A | PC | GULF WAR MEMORIAL | $5,000 |
| SAGINAW-SHIAWASEE HABITAT FOR HUMAN | |||||||
| 315 W HOLLAND AVE | SAGINAW | MI | 48602 | N/A | PC | HOME REPAIR PROGRAM | $5,000 |
| SALVATION ARMY | |||||||
| 2030 NORTH CAROLINA ST | SAGINAW | MI | 48602 | N/A | PC | HOME HEATING ASSISTANCE | $5,000 |
| SAGINAW VALLEY STATE UNIVERSITY FOU | |||||||
| 7400 BAY ROAD | UNIVERSITY CENTER | MI | 48710 | N/A | PC | MFSM-MUSEUM - PUBLIC ART PASSPORT PR | $15,000 |
| SAGINAW VALLEY STATE UNIVERSITY FOU | |||||||
| 7400 BAY ROAD | UNIVERSITY CENTER | MI | 48710 | N/A | PC | MFSM-MUSEUM - VIRTUAL PUBLIC ART TOU | $25,000 |
| THE NATURE CONSERVANCY OF MICHIGAN | |||||||
| 101 EAST GRAND RIVER | LANSING | MI | 48906 | N/A | PC | OPERATIONS/WATER QUALITY PROGRAM | $33,000 |
| UNDERGROUND RAILROAD | |||||||
| 5647 STATE STREET SUITE | SAGINAW | MI | 48603 | N/A | PC | OPERATIONS | $1,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE STREET SUI | ANN ARBOR | MI | 48109 | N/A | GOV | SCHOLARSHIPS | $5,000 |
| YMCA OF SAGINAW | |||||||
| 1915 FORDNEY STREET | SAGINAW | MI | 48601 | N/A | PC | CAMP TIMBERS MAINTENANCE | $3,000 |
| YMCA OF SAGINAW | |||||||
| 1915 FORDNEY STREET | SAGINAW | MI | 48601 | N/A | PC | STRONG KIDS AND KID CLUB ACTIVITIES | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ENDOWMENT FUND | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $590,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $829,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,166 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDREWS HOOPER & PAVLIK PLC-TAX | CategoryTxt |
| Amt | $1,705 | Amt |
| Net Investment Income | $853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $852 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS-SEE ATTACHED | BondNm |
| EOY Book Value | $327,024 | EOYBookValueAmt |
| EOYFMV | $388,331 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS AND OPTIONS-SEE ATTACHED | StockNm |
| EOY Book Value | $4,407,841 | EOYBookValueAmt |
| EOYFMV | $5,809,610 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS-SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $519,038 | BookValueAmt |
| EOYFMV | $718,556 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATIONAL COST | $5,000 | $5,000 | |
| ACCUMULATED AMORTIZATION | -$5,000 | -$5,000 | |
| DIVIDENDS RECEIVABLE | $1,989 | $2,460 | $2,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | $20 | $20 | |
| LOSSES FROM K-1S | $2,254 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $94 | $94 |
| FEDERAL TAXES PAID | $5,412 |