ROGER AND JEANNE LUNDBERG FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROGER AND JEANNE LUNDBERG FOUNDATION INC (EIN 14-2010899)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202202939349100400
- 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
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T03:03:46-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-10-20 | SignatureDt |
| 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 | $114,903 | 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 | $40,733 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $369,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,032 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,366 | 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 | $171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $171 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,403 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,403 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,120 | CashBOYAmt |
| Cash EOY | $43,000 | CashEOYAmt |
| Cash EOYFMV | $43,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,755 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | 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 | $38,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,148 | CorporateStockEOYFMVAmt |
| 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 | $64,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,903 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $226 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,497 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,497 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,992 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $101,157 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $101,157 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - 450 UIS | $10,783 | $0 | $11,003 | -$220 | -$220 |
| Publicly Traded Securities - 35 TMO | $19,615 | $0 | $19,478 | $137 | $137 |
| Publicly Traded Securities - 130 PTC | $17,291 | $0 | $18,603 | -$1,312 | -$1,312 |
| Publicly Traded Securities - 500 OFIX | $20,729 | $0 | $22,250 | -$1,521 | -$1,521 |
| Publicly Traded Securities - 500 MOS | $16,985 | $0 | $15,650 | $1,335 | $1,335 |
| Publicly Traded Securities - 400 FFTY | $18,404 | $0 | $17,884 | $520 | $520 |
| Publicly Traded Securities - 1000 HAFC | $20,020 | $0 | $20,000 | $20 | $20 |
| Publicly Traded Securities - 2000 HAFC | $27,859 | $0 | $21,880 | $5,979 | $5,979 |
| Publicly Traded Securities - 2580 HLNE | $24,770 | $0 | $26,835 | -$2,065 | -$2,065 |
| Publicly Traded Securities - 1000 GPK | $17,120 | $0 | $16,220 | $900 | $900 |
| Publicly Traded Securities - 200 ENTG | $19,664 | $0 | $20,668 | -$1,004 | -$1,004 |
| Publicly Traded Securities - 200 CRVL | $34,090 | $0 | $27,452 | $6,638 | $6,638 |
| Publicly Traded Securities - 400 CVLT | $25,304 | $0 | $25,000 | $304 | $304 |
| Publicly Traded Securities - 40 AVGO | $18,420 | $0 | $18,707 | -$287 | -$287 |
| Publicly Traded Securities - 200 AX | $9,533 | $0 | $8,350 | $1,183 | $1,183 |
| Publicly Traded Securities - 80 AMAT | $10,378 | $0 | $10,964 | -$586 | -$586 |
| Publicly Traded Securities - 200 AMAT | $20,390 | $0 | $20,852 | -$462 | -$462 |
| Publicly Traded Securities - 200 ABCB | $9,825 | $0 | $10,308 | -$483 | -$483 |
| Publicly Traded Securities - 200 ABCB | $9,820 | $0 | $10,100 | -$280 | -$280 |
| Publicly Traded Securities - 115 AXP | $18,830 | $0 | $19,594 | -$764 | -$764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,032 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,032 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $382 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $154 | OverpaymentAmt |
| Applied To ES Tax | $153 | AppliedToESTaxAmt |
| Refund | $1 | 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 | $28,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $18,000 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $228 | TotalTaxAmt |
| Distributable Before Adj | $3,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,949 | 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 | $19,949 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,081 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,715 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,375 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,949 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,300 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,696 | 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 | $4,081 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,715 | ExcessFromYear4Amt |
| Excess From Year3 | $105 | ExcessFromYear3Amt |
| Excess From Year2 | $2,375 | ExcessFromYear2Amt |
| Excess From Year1 | $120 | ExcessFromYear1Amt |
| Excess From Current Year | $16,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PragerU | ||||||
| 15021 Ventura Blvd | Sherman Oaks | CA | 91403 | PF | Promote life,liberty and pursuit of happiness | $600 |
| BigBrothers Big Sisters | ||||||
| 11 West Michigan Ave | Ypsilanti | MI | 48197 | PF | GolfFore Kids Sake | $500 |
| N'ville Firefighters Charity Fund | ||||||
| 45745 Six Mile Rd | Northville | MI | 48168 | PF | Northville Civic Concern | $250 |
| N'ville Youth Football Assn | ||||||
| 15397 Bay Hill Dr | Northville | MI | 48168 | PF | Teaching fundamentals of Football | $2,000 |
| Heritage Foundation | ||||||
| 214 Massachusetts Ave | Washington DC | DC | 20002 | PF | Building and promoting conservative public policies | $500 |
| GAM Foundation | ||||||
| 39255 Country Club Dr Ste B40 | Farmington Hills | MI | 48331 | PF | Promoting Youth Golf Programs | $139 |
| Hillsdale College | ||||||
| 33 East College St | Hillsdale | MI | 49242 | PF | American History Campaign | $1,000 |
| University of Michigan | ||||||
| 3003 S | Ann Arbor | MI | 48109 | PC | Champions Fund | $10,000 |
| University of Michigan | ||||||
| 3003 S State St Ste 8000 | Ann Arbor | MI | 48109 | PC | Michigan Athletic Department | $4,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,949 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $244 | 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 | $10,090 | 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 | $8,032 | 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 | $18,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,366 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Roger Jeanne Lundberg | ||||||
| 1 | 44140 Cypress Point Dr | Northville | MI | 48168 | $25,000 | Yes (X) |
| Roger Lundberg IRA's | ||||||
| 2 | 44140 Cypress Point Dr | Northville | MI | 48168 | $15,483 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ExpressTaxExempt | CategoryTxt |
| Amt | $171 | Amt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Non required | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HAFC | $0 | $0 |
| GPK | $0 | $0 |
| CUBI | $23,899 | $26,148 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Michigan Annual Report Fee | $20 | $20 | $0 | $0 |
| Microsoft Office 365 | $106 | $106 | $0 | $0 |
| Bank Fees | $12 | $12 | $0 | $0 |
| Office Supplies | $73 | $73 | $0 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Real Estate properties are not readily marketable. Huge discounts would be incurred if sold. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PF 990 Estimated Excise Tax Paid | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |