ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROCHELLE ROSENTHAL FORESTER ANDRANDOLPH L FORESTER FOUNDATION (EIN 20-5200930)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-22
- IRS object ID
- 202211739349100401
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T07:26:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-06-21 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN DEBAY CPA | PreparerPersonNm |
| PTIN | P01564746 | PTIN |
| Phone | 2486491600 | PhoneNum |
| Preparation | 2022-06-22 | 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 | $1,394,306 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $558,206 | GrossSalesPriceAmt |
| Total Rev And Expnss | $300,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,521 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,241 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $823,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,079,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,274,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $949,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,183,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $949,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,183,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $949,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,183,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $949,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,183,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $949,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,183,440 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,183,440 | 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 |
|---|---|---|---|---|---|
| FIDELITY 6929 S/T TRADES | P | $411,661 | $414,404 | -$2,743 | -$2,743 |
| FIDELITY 6929 L/T TRADES | P | $136,155 | $149,342 | -$13,187 | -$13,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,540 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $713 | SubtotalAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $559 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,559 | TotalPaymentsAndCreditsAmt |
| Overpayment | $846 | OverpaymentAmt |
| Applied To ES Tax | $846 | 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 |
| 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 | $1,284,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,399,087 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,399,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,378,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $68,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,192 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,047 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,891 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $61,625 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,567 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,567 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,954 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,591 | ExcessFromYear4Amt |
| Excess From Year2 | $1,472 | ExcessFromYear2Amt |
| Excess From Year1 | $4,891 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 | $500 |
| A HOLE IN THE ROOF FOUNDATION | |||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | N/A | PUBLIC | HAVE FAITH HAITI FUND | $2,000 |
| ALBERT KAHN LEGACY FUND | |||||||
| 3011 W GRAND BLVD 1800 | DETROIT | MI | 48202 | N/A | PUBLIC | LEGACY FUNDS- ALBERT KAHN | $275 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE 700 | CHICAGO | IL | 60601 | N/A | PUBLIC | PROTECT THE GREAT LAKES | $350 |
| BLUE STAR SERVICE DOGS | |||||||
| 5520 E M36 | PINCKNEY | MI | 48169 | N/A | PUBLIC | SERVICE DOG RESCUE & TRAINING | $500 |
| 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 | $500 |
| CHARLEVOIX HISTORICAL SOCIETY | |||||||
| 103 STATE ST | CHARLEVOIX | MI | 49720 | N/A | PUBLIC | PRESERVE CHARLEVOIX HISTORY | $500 |
| COTS | |||||||
| 26 PETERBORO ST 100 | DETROIT | MI | 48201 | N/A | PUBLIC | HOPE HELP HOUSING | $2,000 |
| CRANBROOK HOUSE & GARDENS AUXILIARY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | RESTORE & PRESERVE GARDENS | $2,250 |
| DETROIT HISTORICAL SOCIETY | |||||||
| 5401 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | MUSEUM SUPPORT | $1,500 |
| DIA | |||||||
| 5200 WOODWARD AVE | DETROIT | MI | 48202 | N/A | PUBLIC | MEMBERSHIP DUES | $4,100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | MEDICAL CARE- AREAS IN NEED | $500 |
| DTVS | |||||||
| 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 | $500 |
| EASTER SEALS | |||||||
| 2399 E WALTON BLVD | AUBURN HILLS | MI | 48326 | N/A | PUBLIC | HELPING CHILDREN WITH DISABILITIES | $5,000 |
| EDESIA NUTRITION | |||||||
| 550 ROMANO VINEYARD WAY N | KINGSTOWN | RI | 02852 | N/A | PUBLIC | EMERGENCY FOOD SHIPMENTS | $3,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD | OAK PARK | MI | 48237 | N/A | PUBLIC | FIGHTING HUNGER | $5,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PUBLIC | MEALS, CLOTHING, SHELTER ETC | $2,000 |
| GLEANERS | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | N/A | PUBLIC | COMMUNITY FOOD BANK SUPPORT | $2,590 |
| HAVEN | |||||||
| 801 VANGUARD DRIVE | PONTIAC | MI | 48341 | N/A | PUBLIC | HELPING ABUSE SURVIVORS | $6,000 |
| HISTORICAL SOCIETY OF MICHIGAN | |||||||
| 7435 WESTSHIRE DR | LANSING | MI | 48917 | N/A | PUBLIC | PRESERVES MICHIGAN HISTORY | $1,000 |
| JEWISH FEDERATION OF METRO DETROIT | |||||||
| 6735 TELEGRAGH RD | BLOOMFIELD HILLS | MI | 48303 | N/A | PUBLIC | ANNUAL CAMPAIGNS | $5,000 |
| JEWISH HISTORICAL SOCIETY OF MI | |||||||
| 33228 W 12 MILERD 349 | FARMINGTON HILLS | MI | 48334 | N/A | PUBLIC | PRESERVE MI JEWISH HISTORY | $1,110 |
| 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 |
| LIGHTHOUSE | |||||||
| 46156 WOODWARD AVE | PONTIAC | MI | 48342 | N/A | PUBLIC | HELPING VULNERABLE FAMILIES | $5,000 |
| MICHIGAN ANIMAL RESCUE | |||||||
| 790 FEATHERSTONE | PONTIAC | MI | 48342 | N/A | PUBLIC | ANIMAL RESCUE | $1,000 |
| MICHIGAN RADIO | |||||||
| 535 W WILLIAM | ANN ARBOR | MI | 48103 | N/A | PUBLIC | PUBLIC RADIO | $500 |
| MOTOR CITY LYRIC OPERA | |||||||
| 241 MADISON ST 3 | DETROIT | MI | 48226 | N/A | PUBLIC | OPERA FOR CHILDREN & SENIORS | $300 |
| OAKLAND LITERARY COUNCIL | |||||||
| 43700 WOODWARD AVE 20 | BLOOMFIELD HILLS | MI | 48302 | N/A | PUBLIC | PROVIDING READING & WRITING SKILLS | $250 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | N/A | PUBLIC | PROTECT RIGHTS/PROVIDE ACCESS | $1,000 |
| SALVATION ARMY | |||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | N/A | PUBLIC | HOPE MARCHES ON CHRISTMAS CAMPAIGN | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PUBLIC | HELP FIGHT FOR JUSTICE & EQUITY | $950 |
| TEMPLE BETH EL | |||||||
| 7400 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | N/A | PUBLIC | IN MEMORY OF LEE ETELMAN | $250 |
| THAW | |||||||
| 535 GRISWOLD ST 200 | DETROIT | MI | 48226 | N/A | PUBLIC | HELP WITH WINTER HEAT BILLS | $1,000 |
| WDET | |||||||
| 5700 CASS AVENUE | DETROIT | MI | 48202 | N/A | PUBLIC | NEW TOWER FUND | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | -$5,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,981 | 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 | FORESTER FAMILY LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $46,000 | 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 | $1,079,989 | BookValueAmt |
| EOYFMV | $1,274,855 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,241 | Amt |
| Net Investment Income | $5,241 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $378 | Amt |